Shiloh/brotherton-erpnext
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752 Commits

Author SHA1 Message Date
Faris Ansari
69eb6d476e Merge remote-tracking branch 'upstream/develop' into esbuild 2021-05-07 15:21:33 +05:30
Faris Ansari
1fe891b287 refactor: Replace Class.extend with native class 2021-04-23 08:04:00 +05:30
Anupam Kumar
986452107b
fix: Lead Source's module (#24583) 
* fix: Lead Source's module

* fix: patch fix
 2021-04-09 18:15:51 +05:30
Walstan Baptista
d6360755b9
chore: frappe.whitelist for doc methods (#25068) 
* chore: frappe.whitelist for doc methods

* fix: incorrect spelling

* fix: sider issue

Co-authored-by: Sagar Vora <sagar@resilient.tech>
 2021-03-31 12:30:32 +05:30
Anupam Kumar
b4e842e25e
fix: opportunity-quotation mapping order status (#25001) 2021-03-25 11:45:57 +05:30
Shridhar Patil
58399f6524
fix: next follow up date should be always greater then current time (#24308) 2021-02-22 19:37:38 +05:30
Raffael Meyer
d44e60f17c
feat: add Print Language to Lead and Opportunity (#24317) 
* fix: move "Print Language" to "More Information"

* feat: add "Print Language" in "More Information"

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-02-18 16:24:37 +05:30
Jannat Patel
0a7939277c
fix: dynamic links for reports (#24462) 
* fix: dynamic links for reports

* fix: revert changes for payment period report

* fix: link doctypes
 2021-02-11 20:11:06 +05:30
Shariq Ansari
47f784aa9c
fix: Lead not getting linked to call logs (#24593) 
Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2021-02-11 13:23:51 +05:30
Suraj Shetty
dcc9947d10 fix: Update call_popup 
- Setup missed & call ended listeners
- Show contacts based on links
 2021-02-08 20:13:23 +05:30
Anupam Kumar
7d64a291b8
fix: contact permmission issue (#24503) 2021-02-02 12:43:13 +05:30
prssanna
a3585e40f7 style: fix formatting 2021-02-01 19:50:27 +05:30
Suraj Shetty
0a8939e1c1 Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2021-01-29 08:56:22 +05:30
leela
3234df5581 feat: improved call log doctype 
* Added links and some more fields into Call Log Doctype
* Display call info in the call log link pages
 2021-01-28 18:34:58 +05:30
Jannat Patel
02a7af1e6c
fix: full form for opportunity in crm dashboard (#24436) 
Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-01-22 10:03:29 +05:30
Shivam Mishra
64fa0e8729 fix: wrap assignees in a list 2020-12-22 12:32:36 +05:30
Anurag Mishra
7e641f457c
Merge pull request #24166 from scmmishra/appointment-fix 
fix: wrap assignees in a list
 2020-12-17 16:00:48 +05:30
Shivam Mishra
1872e2c1ac fix: wrap assignees in a list 2020-12-17 14:29:52 +05:30
Shivam Mishra
fd044b032f Merge branch 'rebrand-ui' of https://github.com/frappe/erpnext into desk-enhancements 2020-12-16 13:21:10 +05:30
Suraj Shetty
dc13d4b0fc Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2020-12-11 12:57:04 +05:30
Rushabh Mehta
fec8dba16c fix(merge): merge develop 2020-12-08 16:23:09 +05:30
Kenneth Sequeira
85af44b7ed fix: client side UX fixes 2020-12-07 11:18:20 +05:30
Kenneth Sequeira
5f95ba57a8 fix: py code clean up and doc help 2020-12-07 10:45:13 +05:30
Kenneth Sequeira
c4eb41c92b fix; styling for sider 2020-12-04 15:00:22 +05:30
Shivam Mishra
2fa3cac814 feat: update workspace folders 2020-12-03 15:48:57 +05:30
Shivam Mishra
2895645f86 feat: rename desk page to workspace 2020-12-03 15:39:53 +05:30
Kenneth Sequeira
131e46bab7 chore: add help section for Jinja 2020-12-02 21:37:55 +05:30
Kenneth Sequeira
9abc685504 feat: add jinja templating in contract template 2020-12-02 21:13:50 +05:30
Shivam Mishra
9aaca25edb feat: update desk page json 2020-12-01 13:39:54 +05:30
Shivam Mishra
de68f74b4c chore: update all desk pages 2020-12-01 12:51:38 +05:30
Shivam Mishra
27e7c264f2 fix: link type 2020-11-30 14:58:16 +05:30
Shivam Mishra
61388d412b feat: update desk pages 2020-11-30 14:58:00 +05:30
Kenneth Sequeira
39102e68df fix: make contract template editable (#23891) 2020-11-30 14:58:00 +05:30
Raffael Meyer
fbcc3c1b70
fix: Translatable strings (#23783) 
* fix: start_pattern

* fix: translatable strings

* fix: add missing semicolon (task)

* fix: add missing semicolon (setup_wizard)

* fix: text should start on the same line

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>

* fix: move out HTML element as variable

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>

* fix: pull out message, translate "Undo".

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>

* fix: typo

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>

* fix: text should start on the same line

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>

* Revert "fix: start_pattern"

This reverts commit decc62e2ab75f45db1df022fe13780c2d0d2560d.

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>
 2020-11-25 09:11:51 +05:30
Kenneth Sequeira
c5966d3d70
fix: make contract template editable (#23891) 2020-11-15 09:44:36 +05:30
Shivam Mishra
55f52e8135 Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2020-10-13 20:09:22 +05:30
Anupam
7db38058f3 fix: displayings mandatory address field in Lead form 2020-10-13 17:33:58 +05:30
Anupam
3245eaaeb0 fix: displayings mandatory address field in Lead form 2020-10-13 15:35:10 +05:30
Anupam
77cf53201a feat: open lead status on next contact date 2020-09-28 18:38:41 +05:30
rohitwaghchaure
7b2f141d0d
Merge pull request #23441 from anupamvs/lead-contact-detail 
fix: flushing contact details, generates assignment rule issues
 2020-09-28 13:30:09 +05:30
Anupam
519a00ce44 fix: flushing contact details, generating assignment rule issues 2020-09-28 13:10:06 +05:30
Shivam Mishra
9a4d603403 Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2020-09-25 11:44:37 +05:30
Rucha Mahabal
46d4180381
refactor: Issue form cleaned up and renamed Minutes to First Response field (#23066) 
* refactor: re-order fields in Issue DocType

* refactor: rename Mins to First Response to First Response Time

* refactor: First Response Time Reports for Issue and Opportunity

* fix: added patch for renamed fields and setting durations

* chore: update CRM and Support Desk Pages for Response Time reports

* fix: first response time for opportunity report

* fix: patch

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>
 2020-09-23 16:53:16 +05:30
Rucha Mahabal
979ad180fa fix: update rfq item in postprocess 2020-09-03 11:03:22 +05:30
Rucha Mahabal
a1b5d57076 test: make rfq from opportunity 2020-09-02 13:14:01 +05:30
Rucha Mahabal
d2881ba4dd fix: set conversion factor while creating RFQ from Opportunity 2020-09-02 11:52:59 +05:30
Suraj Shetty
f39bb116cc Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2020-08-27 19:27:49 +05:30
Suraj Shetty
b6ebcd7559 refactor: Replace darkgray indicator with gray indicator 2020-08-27 18:57:18 +05:30
prssanna
744169833c fix: replace indicator color darkgrey with darkgray 2020-08-27 17:06:10 +05:30
Michelle Alva
7a927cefbd
fix: Social Media Status hidden in Mobie View (#23158) 2020-08-26 10:32:26 +05:30
Marica
3e966d6889
Merge branch 'develop' into crm-reports 2020-08-24 19:42:18 +05:30
Anupam K
64e84643fb lost opportunity 2020-08-24 18:01:28 +05:30
Suraj Shetty
6f9f40992c Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2020-08-23 16:33:50 +05:30
Marica
c23797e350
fix: Create Opportunity without Default Company from Email (#23097) 
* fix: Create Opoortunity without Default Company from Email

* fix: Add Prompt to Select Company

* Update communication.js

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-08-20 19:12:12 +05:30
Anupam Kumar
e447c79f9d
fix: Quotation lost reason options fix (#22814) 
* adding patch and lost reason child tables

* fix: conflict resolved
 2020-08-13 09:20:36 +05:30
Abhishek Balam
d0ae92d4bd fix: moved company field, renamed to 'More Information' 2020-08-11 17:39:17 +05:30
Abhishek Balam
9f6d114265 fix: Change Source section name to 'Company Information' 2020-08-11 16:16:05 +05:30
Abhishek Balam
ef3b82dae2
fix(CRM): Move Source section above Follow Up section In Opportunity (#22974) 
* fix: move source section above follow up

* fix: only moving source field to 1st section
 2020-08-11 16:05:02 +05:30
Abhishek Balam
c992616d35 fix: change opportunity to 'Converted' when items not selected in opportunity itself for making quotation and sales order 2020-08-11 15:22:54 +05:30
marination
a07973cfa5 fix: Creating opportunity from email 2020-08-10 12:39:42 +05:30
Anupam K
d01caac852 report lead detail 2020-08-10 09:39:58 +05:30
Shivam Mishra
11111cd9a9 Merge branch 'develop' of https://github.com/frappe/erpnext into rebrand-ui 2020-07-30 21:29:02 +05:30
Anupam K
6bab21483c report lost opportunity 2020-07-30 00:41:06 +05:30
Anupam K
61bfb8c817 Merge branch 'develop' of https://github.com/frappe/erpnext into crm-reports 2020-07-29 15:45:55 +05:30
Anupam K
9ceeefbd2b refactor: CRM Reports 2020-07-27 19:56:07 +05:30
Abhishek Balam
cb45836cda
feat(CRM): Email Group Option In Email Campaign (#22731) 
* new parent updating logic, made requested changes

* feat: adding Email Group option in Email Campaign

* fix: inv commas
 2020-07-23 19:07:11 +05:30
Shivam Mishra
1358efe896 feat: update icons 2020-07-23 17:02:32 +05:30
Anupam Kumar
04a76285e2
fix: Unable to change link from new lead to existing customer (#22787) 
* Unable to change link from new lead to existing customer

* Unable to change link from new lead to existing customer

Co-authored-by: Deepesh Garg <42651287+deepeshgarg007@users.noreply.github.com>
 2020-07-23 16:30:56 +05:30
Deepesh Garg
c88a3b4bf9
Merge pull request #22765 from anupamvs/rfq 
feat: Provision to make RFQ against Opportunity
 2020-07-22 18:28:48 +05:30
Anupam Kumar
e519334dfc
feat: Export CRM dashboard (#22778) 
* feat: Exported CRM dashboard

* feat: Export CRM Dashboard

* fix: adding company in all dashboard and number card
 2020-07-22 18:16:57 +05:30
Anupam K
5bd0b93acf fix: cur_frm -> frm 2020-07-22 18:10:57 +05:30
Anupam K
de417d2774 feat: Provision to make RFQ against Opportunity 2020-07-22 01:05:32 +05:30
Deepesh Garg
2af43b3df6
fix: linting 2020-07-15 21:54:28 +05:30
Deepesh Garg
f5a457c397
Merge branch 'develop' into lead-owner-efficiency 2020-07-13 11:32:09 +05:30
Anupam K
cd445786fe making owner fieldtype to link 2020-07-12 20:03:15 +05:30
Michelle Alva
5d514fe4df
fix: grammatical fixes in module onboarding (#22580) 
* fix: grammatical fixes in module onboarding

* fix: more grammatical changes for consistency

* fix: Reorder Stock Onboarding

* fix: update success message

* fix: change order of stock onboarding steps

Co-authored-by: Marica <maricadsouza221197@gmail.com>
 2020-07-08 14:25:51 +05:30
rohitwaghchaure
3431d42d12
Merge pull request #22610 from frappe/lead-creation-from-email 
fix: Creating Lead from email
 2020-07-08 12:27:18 +05:30
Anupam K
8bc92b90f5 updating lead.py 2020-07-08 00:56:21 +05:30
Anupam K
e88f2bb053 number card filter 2020-07-06 12:34:05 +05:30
Rohan
9c25101d9b
feat: add ability for a contract to be authorised internally (#22095) 
* Added ability for a contract to be signed by a company user before being sent out

* feat: contract signed by stays even after reload (#402)

* format: use new JSON format

Co-authored-by: Neil Lasrado <neil@digithinkit.com>
Co-authored-by: nehasacher143 <45919049+nehasacher143@users.noreply.github.com>
Co-authored-by: Marica <maricadsouza221197@gmail.com>
 2020-06-23 17:39:37 +05:30
Anupam Kumar
71da90034d
fix: resetting lost reason in opportunity and quotation (#22378) 2020-06-22 18:27:14 +05:30
Anupam Kumar
77673e27e0
enable Lead create by email (#22314) 
Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
 2020-06-18 17:46:20 +05:30
Anupam K
234b5f9a8c sm-post-permission-fix 2020-06-14 10:34:58 +05:30
Anupam K
c2d1ed7a34 Merge branch 'develop' of https://github.com/frappe/erpnext into opportunity-dashboard 2020-06-14 00:09:45 +05:30
Anupam K
65e7a2e7a6 opportunity-dashboard-fix 2020-06-14 00:05:38 +05:30
Deepesh Garg
dcdd1f3d9b
Merge pull request #22227 from frappe/opportunity-dashboard 
fix: Links in opportunity dashboard
 2020-06-13 22:16:10 +05:30
Anupam K
8bc414620b opportunity-dashboard-fix 2020-06-13 13:11:43 +05:30
Anupam Kumar
8385fed042
crm onboarding typos (#22008) 2020-05-28 22:14:59 +05:30
Shivam Mishra
6621e22c02
refactor: clean up desk pages (#22004) 
* refactor: clean up desk pages

* refactor: update label for CRM
 2020-05-28 14:48:50 +05:30
Anupam Kumar
f10771029a
CRM dashboard fixes (#21989) 2020-05-28 13:34:55 +05:30
Anupam Kumar
a77032f926
onbarding steps fix (#21959) 2020-05-27 20:20:20 +05:30
Anupam Kumar
ab250e4ed5
enable Allow Rename in sales stage (#21799) 2020-05-20 16:15:48 +05:30
Nabin Hait
7cbbd68176 fix: CRM module dashboard and onboarding 2020-05-20 12:55:34 +05:30
Nabin Hait
189be3c68b Merge branch 'crm-onboarding' of https://github.com/anupamvs/erpnext into anupamvs-crm-onboarding 2020-05-20 12:07:55 +05:30
Raffael Meyer
3bce13eaa2
fix: remove guest access (#21693) 2020-05-17 20:58:37 +05:30
Anupam K
79a8bd1cdf CRM Onboarding 2020-05-14 18:42:44 +05:30
Anupam K
1aaedd68b9 Twitter and LinkedIn Auth fix 2020-05-13 17:55:18 +05:30
rohitwaghchaure
f0385d0671
Merge pull request #21638 from MyuddinKhatri/lead-update-fix-v13 
fix(crm): fix lead while updating contact details (develop)
 2020-05-08 10:37:11 +05:30
rohitwaghchaure
67c33d1f8b
Merge pull request #21643 from sahil28297/fix_lead_name 
fix(lead): strip lead_name before splitting
 2020-05-08 10:35:48 +05:30
Sahil Khan
b1385f676a fix(lead): strip lead_name before splitting 2020-05-07 16:47:41 +05:30
Myuddin khatri
fc0e45d79c solved merge conflicts 2020-05-07 15:38:20 +05:30
Anupam K
d078883cd4 fixing callback urls 2020-05-06 01:13:51 +05:30
Rohan Bansal
7835bf91e4 fix: AttributeError 2020-04-29 13:10:53 +05:30
Rohan Bansal
76825ab2bd fix: update lead if contact details are changed 2020-04-28 16:13:53 +05:30
Anupam K
01d0b373e0 Review changes 2020-04-28 00:21:10 +05:30
Anupam K
cc9dbb912e Adding campaign card in CRM Desk 2020-04-27 22:37:02 +05:30
Rucha Mahabal
e34ec70d44 fix(Desk Page): Number of Open Leads not visible on Shortcut Card 2020-04-26 23:40:37 +05:30
rohitwaghchaure
77403abadd
Merge branch 'develop' into social-media-integration-feat 2020-04-25 17:37:24 +05:30
Anupam K
524eb6ce9b freeze screen while posting and login 2020-04-25 00:35:26 +05:30
Anupam K
e01723e360 Review changes 2020-04-23 23:02:08 +05:30
Anupam K
39911b40f0 setting end date in email campaign 2020-04-23 14:14:49 +05:30
Anupam K
4e2256f2e3 Linkedin, Twitter Integration 2020-04-21 22:07:03 +05:30
Anupam K
790b9ee8d0 Merge branch 'develop' of https://github.com/frappe/erpnext into social-media-integration-feat 2020-04-18 01:51:47 +05:30
Anupam K
c12a40c923 Linkedin, Twitter Integration 2020-04-18 01:50:18 +05:30
Anupam K
22318b2eb6 Linkedin, Twitter Integration 2020-04-18 01:46:38 +05:30
Anupam K
d683dc250d Linkedin, Twitter Integration 2020-04-18 00:48:34 +05:30
Anupam K
9ee8110411 Adding Calendar view for Opportunity 2020-04-15 18:37:35 +05:30
Anupam K
c4c44a9a2b Initial JS setup 2020-04-15 12:58:24 +05:30
Shivam Mishra
ebcc46d837
feat: updated desk pages (#21138) 2020-04-10 18:52:05 +05:30
gavin
74dd0e12e7
fix: enable validations for email and phone data fields (#21199) 2020-04-08 12:59:15 +05:30
Deepesh Garg
d14598bc51
Merge pull request #21180 from KanchanChauhan/address-from-lead 
fix: (minor) Mandatory field missing to create address from lead
 2020-04-07 12:22:54 +05:30
Himanshu Warekar
48307513c1 fix: update modified for opportunity 2020-04-07 09:06:03 +05:30
Kanchan Chauhan
4791e313db fix: Mandatory field missing to create address from lead 2020-04-06 23:56:23 +05:30
Himanshu Warekar
c207c457a5 Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-04-06 11:34:27 +05:30
Saurabh
84b93414d0 fix: typo 2020-03-31 15:58:00 +05:30
Saurabh
6c8d63f3b9 fix: provision to setup new address from lead if address creation break due to mandatory exception 2020-03-31 15:58:00 +05:30
Saurabh
e567563aa1 fix: if mandatory fields are missing do not create address against lead 2020-03-31 15:58:00 +05:30
Ahmad M Abdelrahman
06b3f6f781
Remove Campagin restrection (#21024) 
Lead Source Now is an independent doctype.
forcing the user to add Campaign is not valid 
Solution
Show Campaign keeping it optional and keep the user to be free to add or remove data
 2020-03-31 10:38:49 +05:30
Suraj Shetty
3cf0dc966c fix: Add currency in options of Opportunity Amount 
- To show currect symbol in list view
 2020-03-20 12:51:16 +05:30
Himanshu Warekar
841be6713b Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-03-13 19:40:00 +05:30
Shivam Mishra
451382e08e feat: update desk pages 2020-03-12 16:34:34 +05:30
Shivam Mishra
1fd1852c6a
Merge branch 'develop' into yet-another-desk 2020-03-10 18:20:27 +05:30
Shivam Mishra
0310366d5a fix (cleanup): remove incomplete dependencies data 2020-03-05 11:28:40 +05:30
Shivam Mishra
8a8e8d6c5c feat: added base pages for desk 2020-03-02 16:56:31 +05:30
Himanshu
83acff9680
Merge branch 'develop' into opportunity-fix 2020-02-21 19:47:41 +05:30
prssanna
3218730a16 fix: set query on change in opportunity_from value 2020-02-20 16:14:44 +05:30
Deepesh Garg
cf8e2732c9
Merge pull request #20428 from 0Pranav/territory-sales-pipeline 
feat: add territory wise sales report
 2020-02-06 13:11:07 +05:30
Pranav Nachnekar
d64135b2d2
fix: linking party in calendar event of appointment (#20458) 2020-01-29 13:01:25 +05:30
Pranav Nachnekar
c1312700e8 feat: create appoitnemnt against customer (#20457) 2020-01-28 17:50:47 +05:30
Deepesh Garg
1d279c30bb
Merge pull request #20386 from rohitwaghchaure/fixed_lead_date_comparision_issue_develop 
fix: lead date comparison issue
 2020-01-23 15:22:53 +05:30
Rohit Waghchaure
0251e33f31 fix: lead details duplicate entries 2020-01-22 16:59:36 +05:30
Rohit Waghchaure
7b8e1e0891 fix: lead date comparison issue 2020-01-22 16:36:14 +05:30
Himanshu Warekar
303f085499 Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-01-19 11:45:24 +05:30
Jigar Tarpara
f5374c182e Bug Fix (#20330) 
* Bug Fix

auto_close_after_days field is in Selling Settings

* fix: close_opportunity_after_days field is in selling settings

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-01-17 11:54:25 +05:30
0Pranav
6280609c25 enhancement: add territory wise sales report 2020-01-14 15:53:35 +05:30
Himanshu Warekar
c9f497d7c0 feat: move subject and sender fields to json 2020-01-13 16:26:40 +05:30
Himanshu Warekar
e5692e035a Merge branch 'develop' of https://github.com/frappe/erpnext into custom_append_to 2020-01-13 15:17:32 +05:30
deepeshgarg007
d7427919a4 fix: Address section rearrange and minor bug fixes 2019-12-24 16:45:09 +05:30
Rohan
ff98a52834
Merge branch 'develop' into v12-lead-address-contact 2019-12-24 11:21:08 +05:30
Pranav Nachnekar
8bada8759a fix: wrap scheduled_time with getdate() (#20044) 
* fix: wrap `scheduled_time` with `getdate()`

Handles inconsistent data returned from the ORM.

* fix: use `getdate()` instead of `date()`
 2019-12-23 18:19:29 +05:30