Shariq Ansari
f8aa6cab78
fix: update ordering in deals by territory and salesperson queries
2025-08-18 17:57:10 +05:30
Shariq Ansari
3ed2c4812a
refactor: do not update modified field
2025-08-01 16:52:51 +05:30
Shariq Ansari
5010cccc71
refactor: replace json.loads with frappe.parse_json for assignees in remove_assignments function
2025-08-01 13:03:14 +05:30
Shariq Ansari
7826565ce7
fix: reset to default
2025-07-15 15:09:48 +05:30
Shariq Ansari
b344f412c9
fix: forecasting chart is breaking if no data
2025-07-15 13:21:46 +05:30
Shariq Ansari
2584cca128
fix: minor fixes
2025-07-14 20:12:52 +05:30
Shariq Ansari
05b8cea206
fix: create default manager dashboard if not exists
2025-07-14 19:14:18 +05:30
Shariq Ansari
37c2d3a2b0
feat: allow adding existing charts
2025-07-14 17:40:13 +05:30
Shariq Ansari
0f06715d0c
fix: use tooltip from data
2025-07-14 17:36:50 +05:30
Shariq Ansari
4a783fcba8
fix: show edit button to manager
2025-07-14 14:22:53 +05:30
Shariq Ansari
fd38f0ac98
fix: load dashboard layout from CRM Dashboard doctype and render
2025-07-14 14:16:10 +05:30
Shariq Ansari
160649bf97
fix: use GridLayout from frappe-ui to display dashboard
2025-07-14 12:18:14 +05:30
Shariq Ansari
5232da6ec3
fix: updated funnel query to get status change count
2025-07-13 13:07:31 +05:30
Shariq Ansari
de85ccfc51
fix: added deals by ongoing & won stages bar
2025-07-13 12:35:16 +05:30
Shariq Ansari
f82019e510
fix: used closed_date instead of closed_on and set closed_date if status type is Won
2025-07-13 12:11:50 +05:30
Shariq Ansari
7fc26a5202
fix: used expected closed date & deal value for forecasting
2025-07-13 12:09:35 +05:30
Shariq Ansari
61259f3d2e
fix: avg time to close a deal number card
2025-07-13 11:52:04 +05:30
Shariq Ansari
2dd2608c09
fix: added two more number cards
2025-07-13 11:35:14 +05:30
Shariq Ansari
81dc4e1138
fix: get ongoing deals and won deals based on closed_on date
2025-07-11 17:09:21 +05:30
Shariq Ansari
cb1f9f760c
fix: use status.type instead of status in all query
2025-07-11 17:00:59 +05:30
Shariq Ansari
1ae7018f79
fix: apply user filter if sales user
2025-07-10 17:38:36 +05:30
Shariq Ansari
cbc127e947
fix: better description
2025-07-10 17:20:25 +05:30
Shariq Ansari
2cb09dde4b
fix: use exchange rate in deal to calculate the deal value
2025-07-09 18:22:52 +05:30
Shariq Ansari
37d820a67c
chore: updated/added number card tooltip
2025-07-09 17:47:56 +05:30
Shariq Ansari
4f02f0a4d7
fix: convert to system currency and show deal value
2025-07-09 15:53:06 +05:30
Shariq Ansari
f747e076ab
fix: only show sales user filter to manager
2025-07-08 12:58:46 +05:30
Shariq Ansari
4b12918ba5
fix: added filters and translated titles
2025-07-08 12:29:20 +05:30
Shariq Ansari
eddf8c9295
fix: show avg time number card based on closed_on date
2025-07-07 14:30:29 +05:30
Shariq Ansari
9b1d4832b6
Merge branch 'develop' into dashboard
2025-07-06 15:25:40 +05:30
Shariq Ansari
4d2f054e40
fix: added avg time to close number card
2025-07-06 15:24:43 +05:30
Shariq Ansari
3b34f73cb3
fix: added more charts for dashboard
2025-07-06 14:44:12 +05:30
Shariq Ansari
42ea1ad16e
fix: useDocument in contact page
2025-07-05 14:09:37 +05:30
Shariq Ansari
96200aebe6
fix: update primary mobile_no & email in deal if contact is updated
2025-07-05 13:21:21 +05:30
Shariq Ansari
1fa6b5bb51
fix: added first cut queries for some charts and number cards
2025-07-03 14:27:21 +05:30
Shariq Ansari
58d4691354
Merge pull request #846 from pratikb64/delete-from-record-view
2025-06-23 13:50:19 +05:30
Shariq Ansari
2c45673f54
Merge pull request #845 from shariquerik/agents
2025-06-23 13:22:56 +05:30
Shariq Ansari
cf1fce3dc0
fix: renaming fix and removed CRM User code
2025-06-23 13:18:16 +05:30
Pratik
34102ef6ef
refactor: change labels & function names
2025-06-23 05:15:40 +00:00
Pratik
ca985a0b76
Merge branch 'develop' of https://github.com/pratikb64/crm into delete-from-record-view
2025-06-23 04:26:50 +00:00
Shariq Ansari
ad1aee9c9e
fix: add user is actually add role
2025-06-20 18:55:14 +05:30
Shariq Ansari
bd7451e86f
fix: if role is set to sales user then remove modules and set FCRM
2025-06-20 17:56:14 +05:30
Shariq Ansari
901bcb8460
fix: removed CRM User doctype and moved api's to user.py
2025-06-20 16:45:48 +05:30
Shariq Ansari
001a3231e1
fix: get users and crm users
2025-06-20 15:50:47 +05:30
Abraham Kalungi
a317950567
fix: prevent TypeError when concatenating first and last name in WhatsApp messages
...
The last name on CRM Leads can be empty. In cases where it is, an error occurs: can only concatenate str (not "NoneType") to str. This prevents retrieving messages until a last name is added.
2025-06-18 15:31:00 +02:00
Shariq Ansari
0c314674fc
Merge branch 'develop' into agents
2025-06-17 23:42:42 +05:30
Shariq Ansari
03abe0b5cd
fix: create crm user on accepting invite
2025-06-17 23:34:44 +05:30
Shariq Ansari
6d3e4406ae
fix: renamed & added role with filter
2025-06-17 23:34:44 +05:30
Shariq Ansari
bf166bdaad
fix: added get user role in users store
2025-06-17 23:34:44 +05:30
Shariq Ansari
58f09331b0
fix: remove multiple assignees not working
2025-06-05 18:52:39 +05:30
Pratik
df698387dc
Merge remote-tracking branch 'origin/develop' into delete-from-record-view
2025-05-29 05:54:17 +00:00
