3145 Commits

Author SHA1 Message Date
Shariq Ansari
ecccc6340f fix: use tooltip from data
(cherry picked from commit 0f06715d0cdf967240783aa97d996becc92dcd4c)
2025-07-15 08:00:07 +00:00
Shariq Ansari
1b7e337176 fix: show edit button to manager
(cherry picked from commit 4a783fcba8241ec73f0def366830144a8e2c870d)
2025-07-15 08:00:07 +00:00
Shariq Ansari
1be736cb6f fix: load dashboard layout from CRM Dashboard doctype and render
(cherry picked from commit fd38f0ac985360eae2e370e86b3e8dd5a8baa587)
2025-07-15 08:00:06 +00:00
Shariq Ansari
8defe6285f fix: added crm dashboard doctype to store dashboard layout
(cherry picked from commit ed2208fe75de2d4d7f2e6f27cf036d2f058088b1)
2025-07-15 08:00:06 +00:00
Shariq Ansari
3332a74dab fix: update status type patch was not working
(cherry picked from commit 4320142132c4812d9b6ece42cb8cc656e9065ff9)
2025-07-15 08:00:06 +00:00
Shariq Ansari
c879fa57cf fix: use GridLayout from frappe-ui to display dashboard
(cherry picked from commit 160649bf9750ef9ca6e5bee8e759a51ad4fd243a)
2025-07-15 08:00:05 +00:00
Shariq Ansari
92879d3cbe
Merge pull request #1039 from frappe/mergify/bp/main-hotfix/pr-1038
fix: to status type is not accessible (backport #1038)
2025-07-15 12:57:12 +05:30
Shariq Ansari
1a672dd274 fix: to status type is not accessible
(cherry picked from commit 28facd66c417e2733215c8efd807e4157586ec89)
2025-07-15 07:09:50 +00:00
Shariq Ansari
0e8758e798
Merge pull request #1037 from frappe/mergify/bp/main-hotfix/pr-1036
fix: to status type is not accessible (backport #1036)
2025-07-15 12:26:14 +05:30
Shariq Ansari
64f4ed62ce fix: to status type is not accessible
(cherry picked from commit 38a2fa87c32742bef1c8ee2bf3b1e662751a8475)
2025-07-15 06:49:32 +00:00
Shariq Ansari
bd27266b69
Merge pull request #1035 from frappe/mergify/bp/main-hotfix/pr-1034
fix: removed currency exchange and added exchange rate field (backport #1034)
2025-07-15 12:17:26 +05:30
Shariq Ansari
6efd81073d fix: removed currency exchange and added exchange rate field
(cherry picked from commit 7c4718ad0290629bc69ed9d170c384836b665f54)
2025-07-15 06:22:23 +00:00
Shariq Ansari
f091899da7
Merge pull request #1032 from frappe/mergify/bp/main-hotfix/pr-1029 2025-07-14 17:58:51 +05:30
frappe-pr-bot
6da91d67f3 chore: update POT file
(cherry picked from commit bb08f3d377d0a28a4e7c102923e93bff4e62d65d)
2025-07-13 09:52:19 +00:00
Shariq Ansari
eaf61005cd
Merge pull request #1031 from frappe/mergify/bp/main-hotfix/pr-1030 2025-07-13 15:20:59 +05:30
Shariq Ansari
65a8ba139d fix: updated funnel query to get status change count
(cherry picked from commit 5232da6ec3f7e0bdb4ca55e8f6a3e42ff62ff05c)
2025-07-13 09:46:22 +00:00
Shariq Ansari
da5192bee3 fix: store deal status type in status log
(cherry picked from commit e59547da30ad1dc783787e7d0760f94ea3b95272)
2025-07-13 09:46:21 +00:00
Shariq Ansari
72dc3904c0 fix: added deals by ongoing & won stages bar
(cherry picked from commit de85ccfc51fdf7ac5c87084baccd602930102504)
2025-07-13 09:46:21 +00:00
Shariq Ansari
107eeae116 fix: used closed_date instead of closed_on and set closed_date if status type is Won
(cherry picked from commit f82019e510612bd9803f9947240d155479d5d665)
2025-07-13 09:46:21 +00:00
Shariq Ansari
209da0f84e fix: used expected closed date & deal value for forecasting
(cherry picked from commit 7fc26a5202b89476ec5e277601243cf8299ed10f)
2025-07-13 09:46:21 +00:00
Shariq Ansari
a6c60ffecb fix: added closed_date removed closed_on & added expected_deal_value & expected_closure_date field
(cherry picked from commit dcb1e475646e0f0c7096241fcb5bbeb997685230)
2025-07-13 09:46:21 +00:00
Shariq Ansari
e6033dfb9a fix: avg time to close a deal number card
(cherry picked from commit 61259f3d2e843f851b7d08e9089de55e01496e6b)
2025-07-13 09:46:20 +00:00
Shariq Ansari
55ad85dda8 fix: added two more number cards
(cherry picked from commit 2dd2608c094226efe17d5bbdf1520afc667151ca)
2025-07-13 09:46:20 +00:00
Shariq Ansari
697ed4eb98 fix: get ongoing deals and won deals based on closed_on date
(cherry picked from commit 81dc4e1138c86a5ab4a80ab57d1a521bc65ecc1b)
2025-07-13 09:46:20 +00:00
Shariq Ansari
64dfa77022 fix: use status.type instead of status in all query
(cherry picked from commit cb1f9f760cbcda42654e99ff5e98583591ae6874)
2025-07-13 09:46:20 +00:00
Shariq Ansari
d52ee6653c fix: show lost reason modal if status of type Lost is set
(cherry picked from commit 51530b760830002e9ba3f8bc8cce69d94fd51d9c)
2025-07-13 09:46:19 +00:00
Shariq Ansari
f7bcc4b910 patch: added patch to update deal status type
(cherry picked from commit 4e6d4a1d77b062c531b8c84634c312b6cb3537fe)
2025-07-13 09:46:19 +00:00
Shariq Ansari
c5193f3105 fix: added type in default deak status while installing
(cherry picked from commit efc5dd93e91760aa73a4d8a360d642c4031df8ee)
2025-07-13 09:46:19 +00:00
Shariq Ansari
5bd01ca7d9 fix: added type of deal status field
(cherry picked from commit 210a9d8d0635f296a72e65e1ce2899d274b5a6fa)
2025-07-13 09:46:18 +00:00
Shariq Ansari
1f445b49cf
Merge pull request #1025 from frappe/mergify/bp/main-hotfix/pr-1024
fix: cannot save data fields in lead page (backport #1024)
2025-07-10 18:47:01 +05:30
Shariq Ansari
742fd750cf fix: cannot save data fields in lead page
(cherry picked from commit 970c215f40f3bbecc21253ca7e05a5ec68508fd0)
2025-07-10 13:04:33 +00:00
Shariq Ansari
3a88910711
Merge pull request #1023 from frappe/mergify/bp/main-hotfix/pr-1022
fix: apply user filter if sales user (backport #1022)
2025-07-10 17:40:46 +05:30
Shariq Ansari
7d695a13cf fix: apply user filter if sales user
(cherry picked from commit 1ae7018f792c4956c7db352fa18e94f562776693)
2025-07-10 12:10:03 +00:00
Shariq Ansari
3a27fb91c1
Merge pull request #1021 from frappe/mergify/bp/main-hotfix/pr-979 2025-07-10 17:33:15 +05:30
Shariq Ansari
b95565a70c
chore: resolved conflict 2025-07-10 17:26:27 +05:30
Shariq Ansari
b369211965 fix: better description
(cherry picked from commit cbc127e9470462a79ae5ef1c85590493eaf225a5)
2025-07-10 11:53:09 +00:00
Shariq Ansari
40f74b4316 fix: make autocomplete non clickable if disabled
(cherry picked from commit d91d4765b5502b5fa7970d51e499ee9cf15f67ae)
2025-07-10 11:53:09 +00:00
Shariq Ansari
c1983e8241 style: better spacing
(cherry picked from commit 328959cc394b7fd7b27403507bce91b855f87d2e)
2025-07-10 11:53:09 +00:00
Shariq Ansari
61c2180498 fix: remove mandatory from currency field in crm settings
(cherry picked from commit 36320f61aba9b7e1365f3c1ceccfbe53d181fd94)
2025-07-10 11:53:09 +00:00
Shariq Ansari
95773bec71 chore: minor fix
(cherry picked from commit faeacb9a7d87d5bcf6f0bbd904cb619b3fe84145)
2025-07-10 11:53:08 +00:00
Shariq Ansari
d75cde4bb0 fix: added forecasting & currency setting in general settings
(cherry picked from commit 5dcd416007e5f9e0515f2525deaa88323cedc11b)
2025-07-10 11:53:08 +00:00
Shariq Ansari
59030f8d44 fix: added disabled & placement prop in Link component
(cherry picked from commit 33e4072430d4fa117bcc95553a6f31593282a18d)
2025-07-10 11:53:08 +00:00
Shariq Ansari
f733ef2fe7 refactor: general settings
(cherry picked from commit c7fbd6f8f15b73fa2d69065eac32a014fef2596c)
2025-07-10 11:53:08 +00:00
Shariq Ansari
69780ecbd9 refactor: get exchange rate api
(cherry picked from commit a5d3694386bbeff789a8feea76323f5d41509198)
2025-07-10 11:53:08 +00:00
Shariq Ansari
e91ebc7eb9 fix: show dashboard to manager only
(cherry picked from commit b3075416e2d0df8549e920d837cbe532b47d6f8b)
2025-07-10 11:53:07 +00:00
Shariq Ansari
756fdd212a fix: use exchange rate in deal to calculate the deal value
(cherry picked from commit 2cb09dde4bddd28584b8c35c86efb091a5e94d0b)
2025-07-10 11:53:07 +00:00
Shariq Ansari
6e3737403d fix: store current day exchange rate when currency is updated in deal & organization
(cherry picked from commit d7ba5a5f629d5fe7cf3a00fddd8df7818e7b874d)

# Conflicts:
#	crm/fcrm/doctype/crm_deal/crm_deal.json
2025-07-10 11:53:07 +00:00
Shariq Ansari
910c1e0c78 fix: remove crm currency exchange doctype
(cherry picked from commit a00bba35f872816895711ca04599b23012897aa7)
2025-07-10 11:53:06 +00:00
Shariq Ansari
016af283ca fix: make currency read only once set
(cherry picked from commit 71db65d21c47db6098ff7e0a9ad3cfc8a966106b)
2025-07-10 11:53:06 +00:00
Shariq Ansari
da04edccb2 chore: updated/added number card tooltip
(cherry picked from commit 37d820a67c901e030b2034570cadddacf6d4a961)
2025-07-10 11:53:06 +00:00