Shiloh/brotherton-erpnext
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faecf3ee40
Commit Graph

781 Commits

Author SHA1 Message Date
Deepesh Garg
faecf3ee40
fix: Lead to customer creation (#33859) 2023-01-29 21:25:49 +05:30
ruthra kumar
f270880735
fix: double salutation on quotation print (#33834) 
'lead_name' always has salutation.
 2023-01-28 18:17:25 +05:30
Daizy Modi
4802d719ed fix: removed unused data and minor changes 2022-12-16 15:55:58 +05:30
Daizy Modi
5d0b5c8d2a fix: pass necessary params instead of args 2022-12-16 10:10:29 +05:30
Daizy Modi
56f3ac15d8 fix: removed unncessary changes 2022-12-15 18:02:14 +05:30
Daizy Modi
4bfe2ea572 fix: agent assignment and permissions for appointment 2022-12-15 17:19:28 +05:30
Daizy Modi
ae8dd2b2bc fix: remove guest role from doctype 2022-12-15 16:47:27 +05:30
Ankush Menat
915e0347b0
chore!: remove activity log feeds (#33294) 
- This contains little to no information and practically no one uses this.
- Also causes a lot of problem by adding way too many feeds in activity
  log to the point where activity page doesn't even load.
 2022-12-12 15:14:30 +05:30
MOHAMMED NIYAS
922375c3ba
feat: get lead with WhatsApp number 2022-12-07 17:50:35 +05:30
ruthra kumar
4856e750f9 fix: type error on Sales Pipeline Analytics 2022-12-01 18:08:32 +05:30
Ankush Menat
63b9795d41
fix: opportunity list doesn't show assigned user (#33110) 
Because `db_update` is performed `_assign` property is not updated and
hence lead -> opportunity conversion makes it disappear from list view.

Steps to reproduce:

1. Create lead
2. Assign anyone
3. Create opportunity from lead.
4. Form view shows assigned user, list view wont.
 2022-11-28 10:58:35 +05:30
Ankush Menat
7e1742956c
refactor: Remove usage of deprecated methods (#32914) 
Warn: Just used regex to replace all usage.
```regex
s/frappe.db.set(\(.*\),\(.*\),\(.*\))/\1.db_set(\2, \3)/g
```

Required after: https://github.com/frappe/frappe/pull/18815
 2022-11-09 20:09:06 +05:30
Nabin Hait
f561d8f689 fix: Renamed Dashboard tab label to Connections 2022-10-13 12:43:08 +05:30
Nabin Hait
56a4a77398 fix: Renamed Notes section to Comments 2022-10-13 12:35:04 +05:30
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