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forked from test/crm

432 Commits

Author SHA1 Message Date
c8d0c64b33 更新为api/action/ 2025-10-23 22:53:56 +08:00
707722de6d 更新为pagestatus 2025-10-23 21:04:02 +08:00
155bed7d19 FrappeClient重命名为JingrowClient 2025-10-23 21:01:48 +08:00
80d7c52be1 更新frappeclient为jingrowclient 2025-10-23 20:59:40 +08:00
c1cec5b6da Document重命名为Page 2025-10-23 20:56:52 +08:00
f0ad4d5172 document重命名为page 2025-10-23 20:49:43 +08:00
e6400c939b frappecloud.com - jcloud.jingrow.com 2025-10-23 18:07:03 +08:00
7d5b6efb17 frappe.io - jingrow.com 2025-10-23 17:56:14 +08:00
Shariq Ansari
a4d3852c0e feat: Auto update expected deal value based on products value
(cherry picked from commit 7e21a5fee206723cf714f7a8732bb8929aaa57df)
2025-09-18 09:59:23 +00:00
Shariq Ansari
a79192ef4d fix: add auto-update expected deal value checkbox in FCRM settings
(cherry picked from commit 915023317310178d67306bb6d8b48e224e5644ae)
2025-09-18 09:59:22 +00:00
Pratik Badhe
c851b9f4b3 fix: remove "read only" flag for primary email, mobile & phone no
(cherry picked from commit 7807c12114b215be3f7471615492b982d2dca94d)
2025-08-26 06:54:45 +00:00
Shariq Ansari
277fb85e32 fix: remove read-only attribute from TwiML SID field
(cherry picked from commit 247a7c4da63e8aa639383469ad11d433421f4c71)
2025-08-19 08:08:46 +00:00
Shariq Ansari
58d4b7afae fix: doc was not associated with value
(cherry picked from commit 8b557a5963d3651b697c859435a46f639510416b)
2025-08-18 17:10:20 +00:00
Pratik Badhe
277cebfe7b fix: create quotation
(cherry picked from commit 940e8d24c7e1ded869555cbc326a6927eb68455f)
2025-08-08 08:36:34 +00:00
Shariq Ansari
6b00ede6ad refactor: remove unused get_lead function and related imports from api.py
(cherry picked from commit d431d5b4b15e9b8fa984e27a0368c7f930dbaec4)
2025-07-30 12:44:45 +00:00
Shariq Ansari
cfee08d8de fix: fields should not be mandatory in single doctype
(cherry picked from commit c532b61ef6e2335ba5c6f9467537874e3a42133a)
2025-07-29 06:21:53 +00:00
Shariq Ansari
c4df4d3253 fix: removed currency exchange rate settings and moved it to crm settings
(cherry picked from commit 5bee7022b22395b1da2e0de90746cff12e298748)
2025-07-28 12:28:27 +00:00
Shariq Ansari
cab54be0ab fix: update exchange rate fetching logic to include service provider context and improve error handling
(cherry picked from commit b46d5a4e5ebaf565fb998262bc5391b8bb7630b6)
2025-07-28 12:28:25 +00:00
Shariq Ansari
bdcd7c5487 fix: moved get_exchange_rate api to exchange rate settings
(cherry picked from commit 7e9d9a5fed5852f72f69ec76160c3d757fb52372)
2025-07-28 12:28:25 +00:00
Shariq Ansari
7072686565 fix: added currency exchange rate settings
(cherry picked from commit 45826e0a887be6d95918ea90ef3e144cda59f4fe)
2025-07-28 12:28:25 +00:00
Shariq Ansari
74063026c8 fix: get latest exchange rate
(cherry picked from commit 5bfcaf48097e5b097a76bc4056b4d2f7e2efecc2)
2025-07-28 12:28:24 +00:00
Shariq Ansari
c345d5b5bd refactor: rename update_close_date to update_closed_date and adjust related logic
(cherry picked from commit c84ac2933265889a599bd1cc8e57fb802fa2baea)
2025-07-23 08:07:08 +00:00
Shariq Ansari
52bc66dc3d fix: updated default manager dashboard
(cherry picked from commit c8f01f08ed36ee357778442ca9f04127806117bf)
2025-07-15 08:00:11 +00:00
Shariq Ansari
4d7a5f17d6 fix: renamed blank card to spacer
(cherry picked from commit d79341b6d9b2c9fec00471f48cbb70cebd98e21d)
2025-07-15 08:00:10 +00:00
Shariq Ansari
ba0ef22911 fix: allow force reset manager dashboard
(cherry picked from commit 84738ba00cb08a71f4902617dff62b5ba1d99a09)
2025-07-15 08:00:10 +00:00
Shariq Ansari
d099d7e3e5 fix: updated default manager dashboard
(cherry picked from commit 3b0a8d8e4bb3248e56589d23f817e4b04c2cd2cd)
2025-07-15 08:00:10 +00:00
Shariq Ansari
6f71d738b3 fix: create default manager dashboard if not exists
(cherry picked from commit 05b8cea2066e27a8dbcf14aa5a8ae402f13e2130)
2025-07-15 08:00:09 +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
1a672dd274 fix: to status type is not accessible
(cherry picked from commit 28facd66c417e2733215c8efd807e4157586ec89)
2025-07-15 07:09:50 +00:00
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
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
da5192bee3 fix: store deal status type in status log
(cherry picked from commit e59547da30ad1dc783787e7d0760f94ea3b95272)
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
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
5bd01ca7d9 fix: added type of deal status field
(cherry picked from commit 210a9d8d0635f296a72e65e1ce2899d274b5a6fa)
2025-07-13 09:46:18 +00:00
Shariq Ansari
b95565a70c
chore: resolved conflict 2025-07-10 17:26:27 +05:30
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
69780ecbd9 refactor: get exchange rate api
(cherry picked from commit a5d3694386bbeff789a8feea76323f5d41509198)
2025-07-10 11:53:08 +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
e81c49ee7b fix: added date field in currency exchange doctype
(cherry picked from commit f4b81b376189dd1668a2391bff42e813c99af9e6)
2025-07-10 11:53:06 +00:00
Shariq Ansari
37c931c9c2 fix: store currency exchange in deal & organization
(cherry picked from commit 0be737914a7aaf70a55415419e31c0356b402d96)

# Conflicts:
#	crm/fcrm/doctype/crm_deal/crm_deal.json
2025-07-10 11:53:06 +00:00
Shariq Ansari
a59afeb327 fix: created currency exchange doctype
(cherry picked from commit 1b0d966db02dd53962abf61233e61e6eac37d7fc)
2025-07-10 11:53:05 +00:00
Shariq Ansari
63542f79c7 fix: capture closed on datetime when deal marked as Won
(cherry picked from commit 6450b69ae72ef2b7d57e30dacd314b27400e32ba)

# Conflicts:
#	crm/fcrm/doctype/crm_deal/crm_deal.json
2025-07-10 11:53:04 +00:00
Shariq Ansari
be7154506f fix: update primary mobile_no & email in deal if contact is updated
(cherry picked from commit 96200aebe607ecfdabfcb0a4f0ea7dfa4beab213)
2025-07-05 09:03:53 +00:00
Shariq Ansari
ca52a29b6e fix: made mobile_no, email & phone readonly since it captures primary contacts data
(cherry picked from commit bcfe4b6a4991c731f40f1a17fbf3454b1879ffc8)
2025-07-05 09:03:53 +00:00
Shariq Ansari
d0d67bf2ad fix: update default probability from deal status
(cherry picked from commit c96e5ff6c58ca991aca8f705114317e96beb5d42)
2025-07-02 10:34:38 +00:00