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789 Commits

Author SHA1 Message Date
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
Ankush Menat
6098e92ba9 chore: remove utf-8 compat code 2021-11-05 11:16:29 +05:30
Anupam Kumar
623776dd48
feat: added company field in prospect (#28139) 
* feat: added company field in prospect

* fix: review changes
 2021-11-01 13:37:31 +05:30
Anupam Kumar
4787a75208
fix: opportunity link is missign from customer (#28110) 2021-10-28 11:13:11 +05:30
Jannat Patel
d81f811349
fix: map missing fields in opportunity (#27904) 2021-10-20 10:53:39 +05:30
Shariq Ansari
790c1cda6f
fix: Removing unused fields from workspace JSON files #27612 
fix: Removing unused fields from workspace JSON files
 2021-10-13 16:18:20 +05:30
Anupam
340859cb3c fix: broken lead form actions 2021-10-05 15:11:45 +05:30
Mohammed Yusuf Shaikh
d795e55694
feat(CRM): Sales Pipeline Analytics Report and Opportunity Summary by Sales Stage Report (#26639) 
* feat: Sales Pipeline Analytics Report

* fix: sider Issues and added tests

* fix: Semgrep Issue

* feat: Opportunity Summary by Sales Stage Report

* fix: add some checks and tests

* fix: sider issues and test

* fix: additional checks for error handling and minor changes

* fix: remove unused conditions

* fix: Changes mentioned on PR

* fix: currency conversions and other changes

* fix: remove unused imports

* fix: correction for failing test case

* fix: recorrected failing test case

* fix: sider issues and resolve test case errors

* fix: rewrite query using query builder

* fix: test case changes

* fix: sider fixes and other changes

* fix: clear data before running test

* fix: test case fixed

* refactor: code formatting

- smaller functions

- variable and function naming

* refactor: improve code formatting

* fix: linter issues

* fix: linter issues

* fix: change indentation to tabs

* fix: linter issues

* fix: naming, code formatting

* fix: quarterly values not showing up in Sales Pipeline Analytics

* fix: typo in tests

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-09-07 10:49:34 +05:30
Anupam Kumar
b0d970001a
feat: multi-currency in Opportunity (#26590) 
* feat: multi-currency

* refactor: lead form

* fix: test case for opportunity item

* fix: removing local changes

* fix: test cases

* fix: test cases

* fix: review changes

* fix: reverting lead.json chnages

* fix: toggle display for currency fields

* review changes

* fix: test case

* fix: linter issues

* fix: unused import

* feat: grand total in opportunity

* fix: patch

* fix: sort imports

* fix: reload opportunity item doctype

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2021-09-06 16:54:28 +05:30
Chillar Anand
915b34391c
chore: Clean up imports (#27302) 
* chore: Added isort to pre-commit config

* chore: Sort imports with isort

* chore: Clean up imports with pycln

* chore: Sort imports with isort

* chore: Fix import issues

* chore: Clean up sider issues

* chore: Remove import errors from flake8 ignore list

* chore: Clean up lint issues
 2021-09-02 16:44:59 +05:30
Anupam Kumar
c25367f107
Merge pull request #27292 from anupamvs/comany-name-field-issue-develop 
fix: mapping for company name lead->contact
 2021-09-02 09:32:47 +05:30
Jannat Patel
696fa6c8fe
Merge branch 'develop' into comany-name-field-issue-develop 2021-09-01 18:25:46 +05:30
Anupam
821f6a6178 fix: mapping for company name lead->contact 2021-09-01 17:49:05 +05:30
Ankush Menat
b147b85e6a
chore: whitespace / eof fixes 2021-09-01 16:57:21 +05:30
Ankush Menat
2d62c500c4
fix: undefined variables 2021-09-01 15:05:00 +05:30
Ankush Menat
694ae81618
fix: remove bare excepts 2021-09-01 15:02:28 +05:30
Rucha Mahabal
e170ad2df3 chore: add more fields to Prospect list view 2021-08-27 16:26:12 +05:30
Anupam Kumar
212921aace
Merge branch 'develop' into prospect 2021-08-27 15:57:10 +05:30
Anupam
d701ad5313 fix: using frm instead of cur_frm 2021-08-27 13:09:52 +05:30
Ankush Menat
ae55eab599
chore: remove deprecated and empty QUnit tests (#27179) 
* chore: remove deprecated and empty QUnit tests

* ci: fix UI test config

Testing library was added on Frappe, in order to reuse command testing
library has to be installed during setup process.
 2021-08-26 20:43:06 +05:30
Anupam
de488f68c0 adding test cases 2021-08-26 15:27:18 +05:30
Anupam
fbac514929 feat: prospect permission 2021-08-26 12:14:29 +05:30
Anupam
efdeee4d1f fix: conflicts 2021-08-26 00:15:35 +05:30
Anupam Kumar
4d98be2126
feat: provision to create customer from opportunity (#27141) 
* feat: provision to create customer from opportunity

* fead: linking of address and contact

* revert: create_opportunity_address_contact

* enabming print hide and no copy
 2021-08-25 19:18:17 +05:30
Anupam
5ad8afcc8d revert: creation of customer from opportunity 2021-08-25 17:36:53 +05:30
Anupam
c644fbb102 fix: sider issues 2021-08-25 16:35:34 +05:30
Anupam
dfcac64b44 fix: review chnages 2021-08-25 16:24:46 +05:30
Nabin Hait
14332ad8a2
Merge pull request #27114 from frappe-pr-bot/backport/develop/24664 
refactor: social media post fixes
 2021-08-24 21:04:36 +05:30
Anupam Kumar
1c279af0b3
fix: lead name issue (#26999) 
* fix: lead name issue

* fix: change lead name wrt first name, middle and last name

Co-authored-by: Jannat Patel <31363128+pateljannat@users.noreply.github.com>
 2021-08-24 20:06:04 +05:30
Anupam Kumar
164acc845a refactor: social media post fixes (#24664) 
* fix: social media post fixes

* feat: post metrics and some fixes

* fix: sider issues

* fix: sider issue

* fix: reverting optional chaning statements

* fix: sider issues

* fix: review chnages

* fix: text trigger check

* fix: sider issue

(cherry picked from commit f7e0edecc9ce45ba7baa4c17b2b35f487dffccf2)
 2021-08-24 13:47:00 +00:00
Anupam
0c6212189e feat: link lead communication to prospect 2021-08-24 16:49:53 +05:30
Anupam
3610882077 fix: reverting local chnages 2021-08-24 15:51:57 +05:30
Anupam
797b19a14a feat: creation of prospect from lead 2021-08-24 15:50:15 +05:30
Anupam
4a529f8039 feat: Prospect 2021-08-24 09:35:59 +05:30
Ankush Menat
4551d7d602
chore: mass trailing whitespace and EOF fixes 2021-08-19 13:43:28 +05:30
Shariq Ansari
b32c2fa561
fix: updated erpnext wspace json files (#26380) 
* fix: updated erpnext wspace json files

* fix: updated wspace json files

* fix: updated wspace json files

* fix: removed padding code from  wspace json files

* fix: Updated restrict_to_domain in wspace json

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>
 2021-08-13 12:19:16 +05:30
Anupam Kumar
2f06c3e40d
Merge branch 'develop' into lead-cleanup 2021-08-09 16:07:04 +05:30
Anupam
db3ee31413 fix: test case 2021-08-09 15:34:50 +05:30
Anupam
42bb77bf80 fix: creating contact on creation of lead 2021-08-09 15:11:13 +05:30
Anupam
b4e720f8ec fix: test case 2021-08-06 14:39:13 +05:30
Anupam
59c971015a fix: test case 2021-08-06 14:02:57 +05:30
Anupam
01a0585ba0 fix: removing organization_lead traceback 2021-08-06 12:21:02 +05:30
Anupam
4723e18f9e fix: sider issue 2021-08-06 11:16:55 +05:30
Anupam
c35a526dd8 fix: adding test cases 2021-08-05 14:42:15 +05:30
Anupam
2732490cbe fix: review changes 2021-08-05 00:30:01 +05:30
Mohammed Yusuf Shaikh
e5d8ba65ca
fix: trigger lost reason dialog when status is changed to lost (#26811) 2021-08-04 16:35:38 +05:30
Anupam
a6ce1244a0 fix: sider issues 2021-07-29 10:43:21 +05:30
Anupam
47a651a80f fix: removing depends_on for contact fields 2021-07-28 18:21:19 +05:30
Anupam
49cfac0ef0 feat: added basic info. of lead in header part 2021-07-28 17:51:35 +05:30
Anupam
f4f0dde838 feat: unlinking dynamic links on trash 2021-07-28 16:16:52 +05:30
Anupam
ee1089ca4f Merge branch 'develop' of https://github.com/frappe/erpnext into campaign-module 2021-07-27 16:49:24 +05:30
Anupam
f1c697ca75 fix: sider issue 2021-07-27 16:49:04 +05:30
Nabin Hait
11475487fb fix: merge conflict 2021-07-16 15:58:50 +05:30
Ashish Shah
c0817838d9
fix: when lead is created with mobile_no, mobile_no value gets lost (#26298) 
Summary: When a Lead is created with mobile_no, mobile_no value gets lost (mobile_no value is overwritten by phone value)
It is backport of https://github.com/frappe/erpnext/pull/26116

Steps to reproduce
[1]Create a Lead.
[2]Enter 
Person Name(lead_name): before_fix
Under Contact section, 
enter Phone(phone): 11 and 
Mobile No.(mobile_no):22
[3]Save it
[4] F12, 
cur_frm.doc.phone : 11 (correct)
cur_frm.doc.mobile_no : 11 (incorrect, it should be 22)
[5]Under Address & Contact section ,check contact_html it shows
before_fix
Phone: 11 (Primary label is missing)
Phone: 22 (incorrect, it should be Mobile No:22, also Primary label is missing)


Actual:
mobile_no value is lost. it is overwritten by phone value
following is image with error (before fix)
![image](https://user-images.githubusercontent.com/29812965/122664017-54b2e880-d1bc-11eb-8e4c-767a23ed7eb7.png)


Expected:
mobile_no value should be retained
following is image after fix
![image](https://user-images.githubusercontent.com/29812965/122664037-64323180-d1bc-11eb-8f6f-7628cdaa7adc.png)
 2021-07-02 15:16:42 +05:30
Ashish Shah
4e6805b04e
fix: When Lead is created with mobile_no, mobile_no value gets lost (it is overwritten by phon value) (#26116) 
Steps to reproduce
[1]Create a Lead.
[2]Enter Person Name(lead_name): XX
   under Contact section, enter Phone(phone): 11 and Mobile No.(mobile_no):22
[3]Save it
[4] F12, 
cur_frm.doc.phone : 11 (correct)
cur_frm.doc.mobile_no : 11 (incorrect)
[5]Under Address & Contact section ,check contact_html it shows
ty
Phone: 22 (correct)
Phone: 11 (in correct)


Actual:
mobile_no value is lost. it is overwritten by phone value

Expected:
mobile_no value should be retained
 2021-07-02 13:35:04 +05:30
Mohammed Yusuf Shaikh
ad6f20c5c7
fix: Added permission for employee to book appointment (#26255) 2021-07-02 12:32:22 +05:30
Mohammed Yusuf Shaikh
6c2f66b0a4
fix: Added permission for employee to book appointment (#26266) 2021-07-02 12:21:44 +05:30
Anupam
03f7609a8b fix: moving campaign from selling to CRM 2021-06-30 18:18:03 +05:30
Rucha Mahabal
a9b5dc6030
fix: chart not visible for First Response Time reports (#26032) (#26185) 2021-06-24 11:53:28 +05:30
Rucha Mahabal
7dbb032468
fix: chart not visible for First Response Time reports (#26032) 2021-06-24 10:41:56 +05:30
Anupam
dc448c2f51 refactor: lead 2021-06-17 00:28:03 +05:30
Nabin Hait
0950481253 fix: merge conflict 2021-06-15 20:18:06 +05:30
Rucha Mahabal
3f45901f25
fix: invalid 'depends_on' expression in opportunity (#25955) 2021-06-04 11:16:38 +05:30
Rucha Mahabal
3e92089200
fix: invalid 'depends_on' expression in opportunity (#25953) 2021-06-04 11:15:38 +05:30
Ankush Menat
ff96bdf0c1
fix(ux): fix unstranslated text in msgprint/throw 2021-05-25 20:59:20 +05:30
Suraj Shetty
81d49e9c71 fix: Use extend_cscript function to properly extend class methods to cscript 2021-05-21 17:03:09 +05:30
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