Shiloh/brotherton-erpnext
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518 Commits

Author SHA1 Message Date
Pranav Nachanekar
8b744b2d03 Added request verification and url encoding 2019-09-23 15:55:35 +05:30
Pranav Nachanekar
a35e34b5f0 FIxed typos and create_lead method 2019-09-23 14:38:22 +05:30
Pranav Nachanekar
3eccb84eaa Fixed update method 2019-09-23 14:25:42 +05:30
Pranav Nachanekar
b6b27d9256 Corrected moving to doctype for email 2019-09-23 14:16:13 +05:30
Pranav Nachanekar
7b7962d28c Added test cases 2019-09-23 13:05:18 +05:30
Pranav Nachanekar
dcfc849946 Moved email to appoitnmetn doctype 2019-09-23 11:52:26 +05:30
Pranav Nachanekar
f8cc86bfed Moved email from class variable to doctype 
Formatting
Made methods which link other doctypes idempotent
 2019-09-23 11:28:05 +05:30
Pranav Nachanekar
0800031c0d Addee email to appointment doctyoe 
and asthetic changes
 2019-09-23 11:26:46 +05:30
Pranav Nachanekar
6b0fea16b6 Added buttons to linked docs 2019-09-23 11:26:18 +05:30
Pranav Nachanekar
9c0f462336 Fixed Syntax errors 2019-09-20 10:51:56 +05:30
Pranav Nachanekar
aa7d0c0163 Merge branch 'develop' of https://github.com/0Pranav/erpnext into develop 2019-09-20 10:47:18 +05:30
Pranav Nachanekar
73420e462f Added email 2019-09-20 10:44:52 +05:30
Pranav Nachanekar
fa4a2a53e8 Added email 2019-09-20 10:41:59 +05:30
Pranav Nachanekar
df1a5a9633 Added flow for verifying emails 2019-09-20 10:08:48 +05:30
Pranav Nachanekar
5324234bd0 Removed required lead 2019-09-20 10:08:26 +05:30
Pranav Nachanekar
ca2509423a Added permissions for HR manager 2019-09-19 12:36:51 +05:30
Pranav Nachanekar
4109f88c04 Linked send_reminder in calendar event 
to Appointment Booking Settings
 2019-09-19 12:08:10 +05:30
Pranav Nachanekar
5bf52ebed6 limit assigment load to appointment day 2019-09-19 11:47:54 +05:30
Pranav Nachanekar
ec1dae023c styling 2019-09-18 16:13:29 +05:30
Pranav Nachanekar
7d476a3e35 Moved lead assignment to the controller 2019-09-18 15:33:31 +05:30
Pranav Nachanekar
3c8bea65ef Merged with local 2019-09-18 10:39:11 +05:30
Pranav Nachnekar
57c311f8e9
Merge branch 'develop' into develop 2019-09-18 10:33:39 +05:30
Pranav Nachanekar
91a564989f Styling and PR review changes 2019-09-17 16:58:41 +05:30
Suraj Shetty
627a3dcd6d feat: Default energy point rules (#19003) 
* feat: Add default energy point rules during install

* fix: Add completed_by field to task doctype

* fix: Rule data

* fix: Add default rules for opportunity

* fix: Add a patch to create default energy point rules

* fix: Default success action message

* fix: Use .items() instead of .iteritems()

* fix: Add "create_default_energy_points" patch entry

* fix: Reload Energy Point Rule to fix patch

* fix: Import frappe
 2019-09-17 15:54:41 +05:30
Pranav Nachnekar
33daf281bd
Merge branch 'develop' into develop 2019-09-17 14:14:16 +05:30
Pranav Nachnekar
a8752db012
Typo and styling fixes 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-09-16 20:02:20 +05:30
Rushabh Mehta
72dcb51177 fix(minor): opportunity_from may not be selected (#19063) 2019-09-16 14:47:43 +05:30
Pranav Nachanekar
018f0d3bbd Fixed issue: agents weren't looked up in settings 2019-09-13 16:52:06 +05:30
Pranav Nachanekar
1cd762e9d0 Added ajuto assignment 2019-09-13 15:56:54 +05:30
Pranav Nachanekar
cf045d86b0 fixed typo 2019-09-13 15:55:54 +05:30
Pranav Nachanekar
a3b8c77af1 Fixed leads 2019-09-12 15:19:22 +05:30
Pranav Nachanekar
1564f1476c Added customer to calender event 2019-09-12 14:24:28 +05:30
Pranav Nachanekar
469247bf73 Change max date of datepicker 
to number of days in future as specified by the settings
 2019-09-12 11:15:42 +05:30
Pranav Nachanekar
a2dbd391b3 Add lead and calender event to appointments 2019-09-12 10:48:26 +05:30
Pranav Nachanekar
8051ca1859 Limit advance booking of appointments 2019-09-12 10:47:45 +05:30
Pranav Nachanekar
249cdd92e0 Added uniqueness check for offset 2019-09-11 14:59:25 +05:30
Pranav Nachanekar
e543fc483f Removed email reminders 
As it will be handled by calender event in the future
 2019-09-11 14:59:13 +05:30
Pranav Nachanekar
0cc837eac5 Create event for the appointment 
TODO: Add lead and employee to this
 2019-09-11 14:12:30 +05:30
Pranav Nachanekar
5038d6a6db Removed appointment tests 
TODO: Write better tests after adding lead and calender event generation
 2019-09-11 10:31:04 +05:30
Pranav Nachanekar
2d7370a525 Moved delete_appointment 2019-09-10 16:46:17 +05:30
Pranav Nachanekar
c4950a0281 Added doctype 
availabitlity of slots added
 2019-09-10 15:10:51 +05:30
Pranav Nachanekar
5c211d8abf fixed codacy 2019-09-10 11:52:55 +05:30
Pranav Nachanekar
06facea895 added doctype 2019-09-09 17:09:03 +05:30
Pranav Nachanekar
110f4ea0c9 Formatting 2019-09-09 17:04:25 +05:30
Pranav Nachanekar
db21f86b26 Removed unneccessary doctype 2019-09-09 17:01:40 +05:30
Pranav Nachanekar
5945144c08 Added tests 2019-09-09 16:35:48 +05:30
Pranav Nachanekar
10711dd09d Refactor UI 2019-09-09 15:41:20 +05:30
Pranav Nachanekar
48e43e2421 build fix 2019-09-09 14:43:55 +05:30
Pranav Nachanekar
217aadba7e Better autoname 2019-09-09 14:43:41 +05:30
Nabin Hait
eb2ab3bf76
Merge branch 'develop' into develop 2019-09-05 14:59:16 +05:30
pranav nachnekar
d272fd42c9 changed Autoname 2019-09-03 14:16:56 +05:30
Rohan
7fa3f3fe98 fix: include start and end date for contract status (#18866) 2019-09-03 14:16:12 +05:30
pranav nachnekar
a3d04cdbca A 2019-09-03 13:17:35 +05:30
pranav nachnekar
eb4fa966b0 Added validation for timezones 2019-09-03 12:04:23 +05:30
pranav nachnekar
ad6151b690 Added guest permissions 2019-09-03 12:04:13 +05:30
pranav nachnekar
64095084e7 Removed end time in favor of appointment duration 2019-09-03 12:03:14 +05:30
Himanshu
fffdb6f575 feat(Contacts): Multiple Emails in a Contact (#18675) 
* feat: render multiple addresses

* feat: move to newer contacts structure

* fix: iterate over valid variable

* fix: use primary label instead of bold letters

* fix: call popup get contact name from number

* fix: make contact structure  call popup compatible

* fix: query

* fix: add city, state and country

* fix: display address

* fix: get address in single line

* fix: review fixes

* fix: translation strings

* fix: fix query for contacts

* fix: remove references of mobile_no
 2019-09-02 15:57:45 +05:30
pranav nachnekar
adba6c833d Merge branch 'develop' of https://github.com/frappe/erpnext into develop 2019-08-28 17:00:27 +05:30
pranav nachnekar
7b9e30914f Added doctypes and portal pages 2019-08-28 16:57:37 +05:30
Suraj Shetty
6affeaa9c1 fix: check if number exists after striping '0' 
- Absract number striping logic to separate method
- Rename a confusing variable name
- Remove leftout print statement
 2019-08-21 09:14:56 +05:30
Suraj Shetty
80afee04a4 fix: Set address while creating Opportunity from Lead (#18702) 
* fix: Set address while creating Opportunity from Lead

* fix: Setting of address in opportunity from Lead
 2019-08-13 10:58:29 +05:30
Faris Ansari
9eda500dbc
Merge branch 'develop' into refactor-call-popup 2019-08-12 15:56:35 +05:30
Suraj Shetty
f81b6c7cfb fix: Set address while creating Opportunity from Lead (#18700) 2019-08-12 13:05:22 +05:30
Suraj Shetty
429bfcfd83 fix: Make requested changes 2019-08-08 19:16:32 +05:30
Suraj Shetty
7d3f1fef1c fix: Employee selection for call popup 
- Check if employee with matched number is also
 scheduled to receive popup
 2019-08-05 21:21:45 +05:30
Suraj Shetty
0957480305 fix: Show popup to employees with same phone number 2019-08-05 11:32:51 +05:30
Anurag Mishra
0505135f90
Merge branch 'develop' into refactor-call-popup 2019-07-24 18:33:14 +05:30
Suraj Shetty
4177ecb6b2 Merge branch 'develop' of github.com:frappe/erpnext into refactor-call-popup 2019-07-22 15:18:03 +05:30
Suraj Shetty
433e587a95
style: Add tabs 2019-07-22 13:21:35 +05:30
Suraj Shetty
002474367b
Merge branch 'develop' into email-campaign 2019-07-22 13:20:06 +05:30
Rucha Mahabal
6224266512 fix: replaced frappe.db.get_value with frappe.db.exists 2019-07-22 13:04:43 +05:30
Rucha Mahabal
d23a95c06e fix: removed unnecessary fields from Campaign DocType and other fixes in Email Campaign 2019-07-22 12:26:52 +05:30
Faris Ansari
e3b3ac8a59 fix: Fetch email when making Opportunity from Lead (#18373) 2019-07-22 11:31:30 +05:30
Rucha Mahabal
324ab98b99 Merge branch 'email-campaign' of https://github.com/ruchamahabal/erpnext into email-campaign 2019-07-22 03:27:29 +05:30
Rucha Mahabal
8d994cb1f2 fix: allow only 1 active Email Campaign for a lead/contact at a time 2019-07-22 03:26:40 +05:30
Rucha Mahabal
b54459e588 dash: added Email Campaign to CRM dashboard 2019-07-22 03:23:40 +05:30
Rucha Mahabal
a566b4e24a
Merge branch 'develop' into email-campaign 2019-07-19 15:07:56 +05:30
Suraj Shetty
82cfccab2f fix: Get user_id of employee instead of name 
- Remove caching from lead
 2019-07-17 11:52:35 +05:30
Suraj Shetty
e7d277d51e fix: Last communication query 2019-07-16 13:53:41 +05:30
Suraj Shetty
f5dd494716 fix(call popup): Multiple changes 
- Remove summary from call log use comments instead
- Add contact and lead if matched to the call log
- Add received by field with Employee Link
- DocPerm to allow Employees to have read access on call log
- Remove unwanted code
- Add a method to get lead just by providing phone number
- Show popup only to Employee to which the system is trying to connect.
- Remove custom code from call popup dialog and replace it with
 standard fields
- Increase timeout to hide popup after the call has been disconnected.
 2019-07-16 11:07:25 +05:30
Rucha Mahabal
bbb22ad082 fix: child table naming 2019-07-15 17:52:50 +05:30
deepeshgarg007
eac5461229 fix: Address filtering fix in opportunity 2019-07-15 13:55:08 +05:30
Rucha Mahabal
0fe37fda09 codacy fixes 2019-07-12 17:47:32 +05:30
Rucha Mahabal
4879e00d64 codacy fixes 2019-07-12 16:09:32 +05:30
Rucha Mahabal
c35a9a4888 codacy fixes 2019-07-12 15:49:05 +05:30
Rucha Mahabal
7396bb8933 codacy fixes 2019-07-12 14:47:02 +05:30
Rucha Mahabal
2b7064a348 codacy fixes 2019-07-12 14:34:43 +05:30
Rucha Mahabal
9e35bff55c feat: Email Campaign 2019-07-12 13:56:36 +05:30
Rucha Mahabal
8c747ce5cf merged 2019-07-09 15:18:45 +05:30
Rucha Mahabal
36963a8e04 feat: Email Campaign 2019-07-09 15:14:13 +05:30
Suraj Shetty
247d50e552
refactor: Remove unwanted debug flag 2019-07-03 10:47:35 +05:30
Nabin Hait
34c551d9a5
fix: Missing commits from hotfix branch (#17997) 
* fix: merge conflict

* fix: restored missing set_gst_state_and_state_number function

* fix: style linting as per codacy

* fix: Fixes related to customer/lead merging

* fix: merge conflict

* fix: Fixes related to customer/lead merging

* fix: Assign isue/opportunity to user

* fix: Assign isue/opportunity to user

* fix: Replaced Invoice type by GST Category

* fix: merge conflict

* fix: merge conflict

* fix: test cases

* fix: test cases
 2019-07-03 10:34:31 +05:30
Aditya Hase
8d70073cf8 refactor: Remove implicit auto assignment feature (#18124) 
This behaviour now can be replicated with Assignment Rule configurations.
 2019-07-01 19:35:17 +05:30
Suraj Shetty
502565ff56 fix: Make required changes 2019-07-01 14:28:59 +05:30
Rucha Mahabal
162f7d1b50 auto email and new communication linked to email campaign setup 2019-07-01 01:09:58 +05:30
Rucha Mahabal
dcf5fbd35d added some validations 2019-06-30 16:36:09 +05:30
Rucha Mahabal
fc03509e46 created data structure for email automation 2019-06-30 16:24:29 +05:30
Suraj Shetty
19e4fde737 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-06-30 15:30:59 +05:30
Faris Ansari
23f9b6156f
fix(Opportunity): Don't assign to Guest (#17996) 
If Opportunity is created from Website, it breaks because
the assign_to user is Guest
 2019-06-20 11:34:14 +05:30
Suraj Shetty
9ba9a91631 fix: Strip leading zero from phone number 2019-06-18 10:56:47 +05:30
Suraj Shetty
04d623ab66 fix: Get employee login ids directly from child table 2019-06-17 15:20:28 +05:30
Suraj Shetty
2f84779667 fix: Last Communication for lead 
- Remove unused code
- Remove unused import
 2019-06-12 10:31:07 +05:30
Suraj Shetty
6013375fbb fix: Improve call popup UX 
- Close modal after 10 secs if user is has not entered any call summary
- Show alert once the summary was saved
 2019-06-11 08:03:55 +05:30
Suraj Shetty
77302b3928 fix: Save summary to right field 2019-06-11 08:01:18 +05:30
Suraj Shetty
13770ccf7a fix: Codacy 2019-06-10 09:52:53 +05:30
Suraj Shetty
c8c17422f7 fix: Change call log fieldname and some cleanups 2019-06-07 10:22:50 +05:30
Suraj Shetty
97780613ad fix: Improve call popup UI 2019-06-06 14:48:37 +05:30
Suraj Shetty
87645e98ad fix: Get available employees from communication medium 2019-06-06 11:24:31 +05:30
Suraj Shetty
44c0e9d549 fix: Create call log instead of communication 2019-06-06 11:18:16 +05:30
Suraj Shetty
e9bfecf405 fix: Add code to update call summary 2019-06-03 12:27:02 +05:30
Suraj Shetty
893a0c24bb fix: Add call summary 2019-05-31 13:42:22 +05:30
Suraj Shetty
824d0ecc48 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-05-26 07:30:51 +05:30
Rushabh Mehta
2d7993592f
Merge pull request #17703 from rmehta/yeah-form-js 
refactor: deprecate old API as per https://github.com/frappe/frappe/pull/7537
 2019-05-24 11:36:16 +05:30
Suraj Shetty
591ad37894 fix: call popup [wip] 2019-05-24 10:11:48 +05:30
Rushabh Mehta
04e89ce808 refactor: deprecate old API 2019-05-22 16:52:36 +05:30
Suraj Shetty
07fe299628 fix: Make changes to fix call flow and popup trigger 2019-05-22 15:48:57 +05:30
Suraj Shetty
ee7d6e4598 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-05-22 14:55:48 +05:30
Nabin Hait
7327f8a901
fix: Person / Org name is not mandatory while creation of lead from email (#17676) 2019-05-21 15:05:26 +05:30
Suraj Shetty
863b93c32d refator: Rename files and move code 2019-05-21 07:57:06 +05:30
Suraj Shetty
8a178d6f30 fix: Update call summary dialog 2019-05-18 16:11:29 +05:30
Suraj Shetty
dd6b70c7cd feat: Show contact on incoming call 2019-05-16 23:55:35 +05:30
Nabin Hait
3fccfaa7ce feat: Added 'Add Multiple' options in all sales / purchase transactions 2019-05-16 14:54:05 +05:30
Suraj Shetty
03c3bd5f4a feat: Open modal in realtime for incoming call 2019-05-16 13:39:50 +05:30
Suraj Shetty
d382f1d470 Merge branch 'develop' of github.com:frappe/erpnext into call-summary-dialog 2019-05-16 09:47:17 +05:30
Rohan Bansal
9778ff8ab3 feat(crm): Allow leads to be imported without person name 2019-05-10 16:09:48 +05:30
Suraj Shetty
8b0588deaf feat: Init call summary popup 2019-05-02 14:59:44 +05:30
Rohit Waghchaure
270d4e9f4e fix: moved erpnext related methods from frappe to erpnext 2019-04-22 14:11:43 +05:30
Rushabh Mehta
6aaac1e9db fix(assign): do not assign if administrator 2019-04-15 16:58:45 +05:30
Rushabh Mehta
4f49ce4124 feat: auto assign lead/opportunity to lead owner, customer account manager 2019-04-12 09:04:17 +05:30
Mangesh-Khairnar
b343407236 refactor: change validate email add to validate email address 2019-03-16 13:40:58 +05:30
Sagar Vora
f97c5dad82 Merge branch 'staging' into develop 2019-01-29 18:39:14 +05:30
Nabin Hait
e8190473f5
Merge branch 'staging-fixes' into unicode 2019-01-29 11:13:04 +05:30
Frappe Bot
e415cce1a9 Merge branch 'staging' into develop 2019-01-23 08:19:00 +00:00
Aditya Hase
4b4265f8a7 fix(dead-code): Remove .py files (#16457) 2019-01-22 20:54:21 +05:30
Aditya Hase
f3c22f342c fix(unicode): Import unicode_literals in every file 2019-01-22 18:36:10 +05:30
deepeshgarg007
8c4bd951a8 fix(Codacy): Deleted unused imports and files 2019-01-02 13:24:12 +05:30
deepeshgarg007
de1e6fc1c4 Merge branch 'develop' of https://github.com/frappe/erpnext into opportunity-lost-reason 2019-01-01 08:57:18 +05:30
deepeshgarg007
c5a0b2edb6 Lost opportunity report 2018-12-31 16:34:16 +05:30
deepeshgarg007
5e9c7e2203 fix:Test cases for opportinity 2018-12-31 16:24:46 +05:30
deepeshgarg007
dc218ebeeb test :test case for setting opportunity as lost 2018-12-29 22:11:19 +05:30
deepeshgarg007
d9a768a88f feat: Set lost reasons in opportunity and quotation using table multiselect 2018-12-29 19:33:44 +05:30
Suraj Shetty
b2965001d1 Replace 'Make' with 'Create' 2018-12-23 13:25:58 +05:30
Raffael Meyer
25e9db5e81 Do not display gender for companies (#15728) 2018-10-18 16:49:49 +05:30
Charles-Henri Decultot
75fa6b3ee8 [Enhancement] Improvement to the sales pipeline (#15524) 
* Additions to sales pipeline

* Codacy corrections

* Codacy corrections

* Codacy corrections

* Replace _ with dummy for unused variable

* Performance + dates corrections

* Itertuples modification

* Removing trailing whitespaces

* Sales stage doctype

* Divide sales stages fixtures in separate functions

* Remove duplicate fixtures

* Add newline after method

* Missing requirement
 2018-10-03 10:41:40 +05:30
Charles-Henri Decultot
efd776da46 Events in timeline (#15485) 
* Events in timeline

* Namespace correction

* Codacy correction

* Addition of sales partners in participants

* Correct json indent
 2018-10-03 10:41:26 +05:30
Charles-Henri Decultot
b2281cc1fd Lead to customer UX enhancement (#15525) 
* Lead to customer UX enhancement

* Market segment

* Market Segment to DocType

* Specific function for fixtures

* Merge issue correction

* Doctype merge correction
 2018-10-02 11:25:00 +05:30
Charles-Henri Decultot
4fd7a4e0d7 Lead notes (#15510) 
* Notes field in Lead

* Add notes to lead details report
 2018-09-30 21:20:55 +05:30
Shreya Shah
13761dde38 [Report] Lead Conversion Time (#15237) 
* New Report Lead Conversion Time

* Add column for support tickets and a row for Average
 2018-09-18 10:55:35 +05:30
Rushabh Mehta
13bcc4e27e perms: fix default import, export perms 2018-08-29 17:10:27 +05:30
Shreya Shah
a5add289bb Refactor Naming Series (#15070) 
* Patch to create Property Setter for existing naming series

* Update existing naming series options with new

* Add patch link to patches.txt

* Update patch

* Fix codacy

* Fix as per suggestions

* Remove old patch for property setter

* Improve as per suggested

- Modified the naming
- Also refactored naming for doctypes having autoname with series
- Added a patch to make property setter for autoname

* Fix Travis

* Rebase with develop
 2018-08-28 13:44:48 +05:30