Shiloh/brotherton-erpnext
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655 Commits

Author SHA1 Message Date
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
Himanshu Warekar
c7feea830f feat: Email Append To 2019-12-12 21:12:17 +05:30
Pranav Nachnekar
6aa763221b fix: rename appointment booking route (#19886) 
* rename appoinment booking route

* fix: replace all references to book-appointment route
 2019-12-10 21:35:28 +05:30
Rohan
05222270e1
Merge branch 'develop' into v12-lead-address-contact 2019-12-06 14:25:30 +05:30
Pranav Nachnekar
114e0db419 fix: query for finding lost quotation (#19800) 
* fix: query for finding lost quotation

* Update opportunity.py
 2019-12-04 15:31:43 +05:30
Rucha Mahabal
2fa204d8be fix: render_template for subject in Email Campaign (#19772) 2019-12-02 16:26:10 +05:30
Rohan Bansal
c59ac36378 fix: use new Contact schema 2019-11-28 12:25:38 +05:30
Rohan Bansal
fd46fef857 fix: add designation to Lead 2019-11-28 12:23:33 +05:30
Rohan Bansal
75da5af900 fix: set missing values 2019-11-28 12:23:05 +05:30
Rohan Bansal
f9e2bfcc29 fix: conditionally set lead title as organization or person 2019-11-28 12:23:05 +05:30
Rohan Bansal
312210c2b0 feat: create address and contact after lead creation 2019-11-28 12:22:47 +05:30
0Pranav
fb1e87710b Tweaks to success redirect 
- 5 seconds wait before redirect
- Edited description for URL in settings
 2019-11-26 12:14:41 +05:30
0Pranav
2515022377 add condition for zero appointment slots 2019-11-26 10:55:28 +05:30
0Pranav
b84e56ebb5 fix:travis tests 2019-11-25 17:32:02 +05:30
0Pranav
f9dec5201f fix:tests 2019-11-25 16:42:07 +05:30
0Pranav
3ec5eabaf6 formatting 2019-11-25 14:11:31 +05:30
0Pranav
f2752bf38c fix: tests for python2 2019-11-25 14:09:49 +05:30
0Pranav
ae90ea9547 fix:travis errors 2019-11-20 15:24:33 +05:30
0Pranav
682956543e fix travis 2019-11-20 11:45:14 +05:30
0Pranav
fe2147a496 fix travis 2019-11-20 11:37:49 +05:30
0Pranav
dbde140e46 fix: save method of Appointment Booking Setting 2019-11-20 10:30:41 +05:30
0Pranav
c8e66a0f71 Infer number_of_agents from agent_list in apppointment booking settings 2019-11-20 10:27:59 +05:30
0Pranav
539ea2cefb Rename doctype Appointment Booking Slots 2019-11-19 10:59:24 +05:30
0Pranav
511780a4d4 feat: configurable redirect on success 2019-11-14 12:47:08 +05:30
Pranav Nachnekar
ccd9b38463
Merge branch 'develop' into scheduling-ui-rewrite 2019-11-13 11:41:41 +00:00
0Pranav
cce000a6d0 remove: commented code 2019-11-13 11:48:37 +05:30
Nabin Hait
4c7ac65db1 fix: Made Campaign for field mandatory 2019-11-11 17:19:52 +05:30
FinByz Tech Pvt. Ltd
88de00fb94 Rendered Email template in email Campaign 2019-11-11 17:17:21 +05:30
0Pranav
75db6f7073 convert indentation to tabs 2019-11-07 12:47:00 +05:30
0Pranav
fce8f36bb2 don't change lead if assigned 2019-11-07 12:37:28 +05:30
0Pranav
6f1d2eeffd changes to suggestions made by shivam 2019-11-06 11:57:37 +05:30
0Pranav
d1ee962d4b seperate function for sending confirmation 2019-11-05 14:53:36 +05:30
Pranav Nachnekar
4d3dc87a1a
Apply suggestions from code review 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-11-05 04:32:06 +00:00
0Pranav
e573bd9074 remove unnecessary variable 2019-11-01 12:47:11 +05:30
0Pranav
53ec8c6322 Merge branch 'develop' of https://github.com/0Pranav/erpnext into scheduling-ui-rewrite 2019-11-01 12:40:08 +05:30
0Pranav
97f6576213 prettify confirmation email 2019-11-01 12:36:06 +05:30
0Pranav
54f33f4e5d move utility functions 2019-11-01 12:14:21 +05:30
0Pranav
4701bc8bfc Add ignore permissions for opportunity 2019-11-01 09:36:29 +05:30
0Pranav
60093d98b0 auto assign before creating event 2019-10-31 15:37:57 +05:30
Deepesh Garg
6208755d54 fix: Unable to add details in quotation and opportunity (#19354) 2019-10-21 13:29:44 +05:30
0Pranav
2f9ef85614 fix:typo 2019-10-15 16:44:28 +05:30
0Pranav
3d73a4f944 fix:readability for user 2019-10-15 16:43:40 +05:30
Himanshu
eba3a8e802 fix: get contact details (#19281) 2019-10-11 10:43:24 +05:30
Rohit Waghchaure
4494d46020 fix: name 'link_link_doctype' is not defined 2019-10-10 14:17:06 +05:30
Pranav Nachanekar
aa918e8528 moved validations to sepeate functions 2019-10-09 15:49:48 +05:30
Pranav Nachanekar
9ccc43980b Merge branch 'develop' of https://github.com/0Pranav/erpnext into develop 2019-10-09 14:17:37 +05:30
Pranav Nachnekar
50e66d81de
fix: use get_single_value 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-10-09 08:43:18 +00:00
Pranav Nachanekar
604febb398 fix: set_verified method contained js 2019-10-09 14:09:47 +05:30
Pranav Nachnekar
96930e25f3
fix: readability 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-10-09 08:31:37 +00:00
Pranav Nachnekar
5e4ec85574
remove:unnecessary translation 
Co-Authored-By: Shivam Mishra <scmmishra@users.noreply.github.com>
 2019-10-09 08:23:54 +00:00
Pranav Nachnekar
1f1b7eb7d5
Merge branch 'develop' into develop 2019-10-07 06:12:45 +00:00
Pranav Nachanekar
e18388ade3 fix:add exception for no opportunity 2019-10-04 16:32:32 +05:30
Pranav Nachanekar
911e034d1c fix: syntax error 2019-10-04 15:50:02 +05:30
Pranav Nachanekar
0082b78075 fix:incosistent tabs and spaces 2019-10-04 15:36:36 +05:30
Pranav Nachanekar
bfe18d6085 feat:assign appointments from opportunity 2019-10-04 14:41:54 +05:30
Pranav Nachanekar
c1bc0f9dfb fix: added sections for settings 2019-10-04 11:36:53 +05:30
Pranav Nachanekar
25148d0de5 fix:readability 2019-10-04 11:32:39 +05:30
Pranav Nachanekar
22189ec9e8 remove unnecessary doctype 'Timezone' 2019-10-04 11:07:04 +05:30
Pranav Nachanekar
a1d39cab21 fix: travis 2019-10-03 18:26:02 +05:30
Pranav Nachanekar
d40c020e0e fix:variable names 2019-10-03 17:43:31 +05:30
Pranav Nachanekar
bec88bc52a fix: exists return tuple not string 2019-10-03 16:58:38 +05:30
Pranav Nachanekar
afe52e8e09 feat: add check for toggling the route 2019-10-03 16:35:08 +05:30
Pranav Nachanekar
72aac09d62 fix:remove tearDown from test 2019-10-03 16:09:50 +05:30
Pranav Nachanekar
43331564b4 fix:class variable in tests 2019-10-03 15:29:09 +05:30
Pranav Nachanekar
42cf5f279f fix:added class variables to test 2019-10-03 14:26:21 +05:30
Pranav Nachanekar
8640a01f85 remove duplicate day validation 2019-10-03 13:32:57 +05:30
Pranav Nachanekar
1dccc039b7 fix:add tear down to tests 2019-10-03 13:32:46 +05:30
Pranav Nachanekar
76cbb9132f fix: more test errors 2019-10-03 12:50:55 +05:30
Pranav Nachanekar
c5420bb453 fix: remove validation for repeated days 2019-10-03 12:06:43 +05:30
Pranav Nachanekar
1dcedb5054 fix: empty leads and appointment in test 2019-10-03 11:56:54 +05:30
gavin
be8f6f0d65 fix: report ~ lead conversion time (#19232) 2019-10-03 11:36:04 +05:30
Rohan
d463c346fe fix: set no-copy on some contract fields (#19208) 2019-09-30 16:37:29 +05:30
Pranav Nachanekar
2ea9b3e6f2 fix:test appointments 2019-09-30 15:35:38 +05:30
Mangesh-Khairnar
d8763d7d65 fix: allow rename/merge in opportunity (#19202) 2019-09-30 14:39:46 +05:30
Pranav Nachanekar
7f4bc64d22 fix:appointment tests exist check 2019-09-30 13:58:42 +05:30
Himanshu
25ab1e41df fix(Contact): mobile_no re-introduced and travis fixes (#19009) 
* fix: mobile_no re-introduced

* fix: test cases

* fix: set email as primary

* fix: add primary email and phone

* fix: utils for contact creation

* chore: remove = from dict
 2019-09-30 10:08:15 +05:30
Pranav Nachanekar
fd46bf2616 fix codacy 2019-09-25 16:01:48 +05:30
Pranav Nachanekar
774167192a Merge branch 'develop' of https://github.com/0Pranav/erpnext into develop 2019-09-25 13:12:32 +05:30
Pranav Nachanekar
291e161793 Added permissions for sales user 2019-09-25 13:11:04 +05:30
Pranav Nachanekar
9f86022c2b fix: Error in test setUp 2019-09-24 16:07:41 +05:30
Pranav Nachanekar
c9cf5aebea Changed required values, add clientside validation 2019-09-24 12:08:37 +05:30
Nabin Hait
7ab861fe95
Merge branch 'develop' into develop 2019-09-24 11:50:38 +05:30
Pranav Nachanekar
558d44e519 Removed auto-assignment for unverified appointments 2019-09-24 11:33:57 +05:30
Mangesh-Khairnar
5dcf2c669f chore: remove unlinked letter head references (#19138) 2019-09-24 09:53:06 +05:30
Pranav Nachanekar
8393ebbbca Fixed missing permission in update 2019-09-23 17:14:31 +05:30
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