Shiloh/brotherton-erpnext
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767 Commits

Author SHA1 Message Date
Ernesto Ruiz
c4919cf5ec
fix: typo on opportunity summary by sales stage report 2022-09-22 15:42:46 -06:00
Sagar Vora
875ff15109 test: dont create lead manually, add coverage for notes 2022-09-02 18:30:39 +05:30
Sagar Vora
58e553151e fix(Appointment): create lead notes as child table 2022-09-02 12:42:37 +00:00
Nabin Hait
7ecd67605f fix: limited options for no-of-employees in crm 2022-08-09 19:06:57 +05:30
Nabin Hait
29b8715205 fix: mentions in notes, workspace links, no-of-employees field type and report fixes 2022-07-22 15:33:39 +05:30
Nabin Hait
925b9d985e fix: open lead and opportunities based on today's event 2022-06-27 22:13:09 +05:30
Nabin Hait
7921a1a605 fix: Restored city, state and country fields 2022-06-27 22:13:09 +05:30
Nabin Hait
2d226be3c4 fix: Made no of employees a select field 2022-06-25 11:40:23 +05:30
Nabin Hait
6a0d0a338d fix: Test cases removed related to copying comments from opportunity to quotation 2022-06-25 11:40:23 +05:30
Nabin Hait
82bf59e2a3 fix: test case 2022-06-25 11:40:23 +05:30
Nabin Hait
d8163f3e47 fix: set exchange rate 2022-06-25 11:40:23 +05:30
Nabin Hait
f904ac599e fix: merge conflicts and sider issues 2022-06-25 11:40:23 +05:30
Conor
b8f728a40a
refactor: use CURRENT_DATE instead of CURDATE() (#31356) 
* refactor: use CURRENT_DATE instead of CURDATE()

* style: reformat to black spec

* refactor: use QB for auto_close queries

Co-authored-by: Ankush Menat <ankush@frappe.io>
 2022-06-15 12:07:33 +05:30
Wolfram Schmidt
c4a2778359
chore: added RFQ Link to Opportunity Dashboard (#30894) 
added Link to Dashboard

added backlink to Request for Quotation in the Quotation dashboard for transparency and ease of navigation.
 2022-05-13 12:01:52 +05:30
Rohit Waghchaure
3f41cb762d fix: allow to use formatting for the field to_discuss in opportunity 2022-05-10 11:47:01 +05:30
Rushabh Mehta
548afba8bb
fix(minor): update frappe.error_log to new API (#30864) 
* fix(minor): update frappe.error_log to new API

* refactor: changes for updated log_error api

Co-authored-by: Ankush Menat <ankush@frappe.io>
 2022-05-02 15:04:26 +05:30
Ankush Menat
0fdfc1e76e fix: only query fields that exist 2022-04-26 11:03:32 +05:30
Sagar Vora
fa4f57f470 fix: dont reassign mutable (list) to a different field 2022-04-07 16:51:27 +05:30
Ankush Menat
ba42c87687
refactor: don't use pandas for basic reports (#30597) 2022-04-06 15:40:41 +05:30
Ankush Menat
a896895a9e fix: bulk fix (~330) missing translations 2022-04-04 13:59:51 +05:30
Ankush Menat
494bd9ef78 style: format code with black 2022-03-28 18:52:46 +05:30
Ankush Menat
f37316a266 refactor: use get_value instead of exists 2022-03-22 13:07:45 +05:30
barredterra
5c4eabf075 fix: usage of frappe.db.exists 2022-03-22 13:07:45 +05:30
Raffael Meyer
6794148c04
fix(lead): reload contact before updating links (#29966) 
* fix(lead): reload contact before updading links

Contact might have changed since it was created.

* refactor: reload contact after insert
 2022-03-10 14:47:29 +05:30
Wolfram Schmidt
235b0715bf
fix: allow renaming and merging (#29830) 2022-02-16 17:20:07 +05:30
Anupam Kumar
925eca0e4a
fix: multiple CRM fixes (#29507) 
* fix: multiple CRM fixes
 2022-01-29 22:32:03 +05:30
Ankush Menat
b05287dea0
fix: drop six code (#29479) 2022-01-27 20:08:05 +05:30
Shariq Ansari
bc187c121a fix: updated standard workspace json files 2022-01-13 19:24:11 +05:30
Anupam Kumar
1c0fa3c231
Merge branch 'develop' into crm-carry-forward-communication-comments 2021-12-28 10:34:16 +05:30
Anupam Kumar
cfb6b26e47
fix: contact duplication on converting lead to customer (#29001) 
* fix: contact duplication on converting lead to customer

* fix: added test case
 2021-12-24 19:13:28 +05:30
Anupam
e7ac774bbc fix: review chnages 2021-12-24 14:12:53 +05:30
Anupam
2abbf20da1 fix: test case 2021-12-21 14:13:40 +05:30
Anupam
107b405560 fix: test case 2021-12-21 13:35:15 +05:30
Anupam Kumar
a8637cc7b8
Merge branch 'develop' into crm-carry-forward-communication-comments 2021-12-21 11:27:47 +05:30
Anupam
e4ee55c9b9 fix: test case 2021-12-21 11:26:53 +05:30
Anupam Kumar
66a10c0e73
Merge pull request #28440 from anupamvs/crm-lead-validate-cleanup-develop 
fix: lead validate function cleanup
 2021-12-20 18:12:57 +05:30
Ankush Menat
f5d5281119 chore: drop deprecated qunit tests 2021-12-20 17:03:10 +05:30
Anupam
c6a87125e9 feat: added forward communication comments check in CRM Settings 2021-12-20 14:14:44 +05:30
Anupam
0e0e4f723f fix: test case 2021-12-20 09:48:40 +05:30
Anupam
5b40d9e7cd fix: linter issues 2021-12-18 20:12:57 +05:30
Anupam
31ac1011b8 feat: made carry-forward comments/communication configurable and added test cases 2021-12-17 19:21:08 +05:30
Anupam Kumar
ea5e155823
Merge branch 'develop' into crm-carry-forward-communication-comments 2021-12-14 16:42:59 +05:30
Ankush Menat
a388096c03
Merge pull request #28839 from ankush/migration_hashes 
fix: remove migration hashes from doctypes
 2021-12-13 11:27:27 +05:30
Anupam Kumar
3928a402d4
feat: CRM Settings (#27788) 
* feat: crm settings

* feat: CRM Settings

* feat: lead and opprtunity section

* feat: added CRM Settings in ERPNext Settings workspace

* fix: review chnages

* added patch

* fix: linter issues

* fix: linter issues

* fix: linter issues

* fix: removed crm settings from selling module

* fix: raw query to frappe.qb

* fix: removed hardcoded value

* fix: linter issue

* fix: simplify CRM Settings migration patch

Co-authored-by: Anupam Kumar <anupam@Anupams-MacBook-Air.local>
Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-12-06 13:52:00 +05:30
Anupam
6210f10207 fix: linter issues 2021-11-19 10:32:04 +05:30
Anupam
6dda1548bc fix: linter issues 2021-11-19 10:22:50 +05:30
Anupam
6eb779392e feat: carry forward communication and comments throughout the sales cycle 2021-11-19 10:13:05 +05:30
Anupam Kumar
6954dd6329
feat: Competitor Tagging in Opportunity and Quotation (#28050) 
* feat: Competitor Tagging in Opportunity and Quotation

* fix: review changes

* fix: linter issue

* fix: section label

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-11-09 19:36:27 +05:30
Ankush Menat
db3193dcab
chore: remove migration_hash (#28263) 2021-11-08 10:57:20 +05:30
Ankush Menat
8fe5feb6a4 chore: remove all six compat code 2021-11-05 11:16:29 +05:30