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forked from test/crm

257 Commits

Author SHA1 Message Date
Shariq Ansari
300a996ce5
Merge pull request #939 from frappe/main-hotfix 2025-06-24 10:34:34 +05:30
Shariq Ansari
9639c21ff2
Merge pull request #951 from frappe/mergify/bp/main-hotfix/pr-845 2025-06-23 13:41:41 +05:30
Shariq Ansari
d9555f62f8
chore: resolved conflict 2025-06-23 13:27:15 +05:30
Shariq Ansari
f0b295a907 fix: renaming fix and removed CRM User code
(cherry picked from commit cf1fce3dc0334ec728798f47cc2537726f4dc6ea)
2025-06-23 07:54:32 +00:00
Shariq Ansari
df605f1a9a fix: add user is actually add role
(cherry picked from commit ad1aee9c9e03f37e1deabc5b3941032e165f60a8)
2025-06-23 07:54:31 +00:00
Shariq Ansari
bae37529e5 fix: if role is set to sales user then remove modules and set FCRM
(cherry picked from commit bd7451e86f1b41483ffc92c51ab51457c4d31490)
2025-06-23 07:54:31 +00:00
Shariq Ansari
e3cd126304 fix: removed CRM User doctype and moved api's to user.py
(cherry picked from commit 901bcb84602eb2a0a1ac7bcdf1743107cbeb301f)
2025-06-23 07:54:29 +00:00
Shariq Ansari
c3a89c564b fix: get users and crm users
(cherry picked from commit 001a3231e1342dabf9a611ecc2e79e4a25182943)
2025-06-23 07:54:28 +00:00
Shariq Ansari
eb7ded961a fix: create crm user on accepting invite
(cherry picked from commit 03abe0b5cd24e3a9e7bcdfdb17f701b53026db4f)

# Conflicts:
#	crm/api/__init__.py
2025-06-23 07:54:23 +00:00
Shariq Ansari
c918a76635 fix: renamed & added role with filter
(cherry picked from commit 6d3e4406ae52dd4d6a6966fc03a42e300b53469d)
2025-06-23 07:54:19 +00:00
Shariq Ansari
b0341aebde fix: added get user role in users store
(cherry picked from commit bf166bdaad6c775be2dd83c7097265ee3c29b3ef)
2025-06-23 07:54:17 +00:00
Abraham Kalungi
2f5d5293d0 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.

(cherry picked from commit a31795056742daf91d94223bd93f2e7aa13bcea3)
2025-06-23 07:53:13 +00:00
Shariq Ansari
10148641c6
Merge pull request #898 from frappe/main-hotfix 2025-06-06 17:36:08 +05:30
Shariq Ansari
90c2832f44 fix: remove multiple assignees not working
(cherry picked from commit 58f09331b0076d9faf46deba694c934b8ac72821)
2025-06-06 09:29:55 +00:00
Shariq Ansari
691bf96dd2
Merge pull request #852 from frappe/main-hotfix
chore: Merge hotfix to main
2025-05-22 21:41:47 +05:30
Shariq Ansari
64f356e795 fix: show communication date instead of creation
(cherry picked from commit b291f82e4de3036032fc2891aece932bde8c9cc1)
2025-05-22 13:24:32 +00:00
Shariq Ansari
3e330431a5
Merge pull request #840 from frappe/main-hotfix 2025-05-20 14:40:25 +05:30
Shariq Ansari
620839cb2f fix: do not show contacts in dropdown in invite member page
(cherry picked from commit 4cfa0f512b0b28378cbb6dc0c4f4d5e6267812a0)
2025-05-20 08:40:51 +00:00
Shariq Ansari
66c4b1bcda
Merge pull request #773 from frappe/main-hotfix 2025-04-22 16:12:56 +05:30
Pratik
5b9539245d feat: add email account
(cherry picked from commit 87174f207dc4fe60706b9c1d9b6be7b5a19628f9)
2025-04-22 08:40:28 +00:00
Shariq Ansari
8282e09949 fix: contact page not loading
(cherry picked from commit cef20e37c23ffbf36991f50fa7eade41edf10a11)
2025-04-22 07:42:24 +00:00
Shariq Ansari
8b7089e521 fix: restrict app in apps page if no access to FCRM module 2025-04-14 11:07:09 +05:30
Shariq Ansari
a757220a82 revert: restrict app in apps page if no access to FCRM module
(cherry picked from commit 0bd448a3994e0e8a166db1dfb249a9aa87d08526)
2025-04-14 05:07:13 +00:00
Shariq Ansari
1500c3f2b0
chore: resolved conflict 2025-04-13 20:09:49 +05:30
Shariq Ansari
7858ce7095 fix: restrict app in apps page if no access to FCRM module
(cherry picked from commit 3881179f723ce21986ba8a683ef5ab9d851e7aae)

# Conflicts:
#	crm/api/__init__.py
2025-04-13 14:38:26 +00:00
Shariq Ansari
d6c6af4690 fix: check read access before loading data
(cherry picked from commit e92ee3b730df73017aa409cbdbce23eed7e9defd)
2025-04-08 10:12:29 +00:00
Shariq Ansari
7fbd229ed9 fix: restrict app in apps page if no access to FCRM module
(cherry picked from commit 6139cb5cb9d9e5bb19ea89ae134894ff34d04709)
2025-04-08 08:47:38 +00:00
Shariq Ansari
00a869119c fix: avoid auto setting mobile no as primary via validate method 2025-03-21 15:39:48 +05:30
Shariq Ansari
698a9bcb6e
Merge branch 'develop' into onboarding 2025-03-19 00:57:24 +05:30
Shariq Ansari
df91cfb817 fix: removed api to update onboarding status 2025-03-18 19:47:22 +05:30
Shariq Ansari
c2d53cb3f8 fix: only allow sales manager to send invite 2025-03-18 15:53:59 +05:30
Shariq Ansari
6ebcd0e887
Merge branch 'develop' into onboarding 2025-03-15 16:29:22 +05:30
Shariq Ansari
70e8e9b899 fix: removed unused api's 2025-03-15 16:02:27 +05:30
Shariq Ansari
41c65eb777 fix: update onboarding status when first email is sent 2025-03-12 18:16:20 +05:30
Shariq Ansari
c07aa03c47 fix: update onboarding status when first task is created 2025-03-12 17:28:29 +05:30
Shariq Ansari
4d74943ebc fix: update onboarding status when lead is converted to deal 2025-03-12 17:20:21 +05:30
Shariq Ansari
2a75dbc45d fix: update onboarding status when lead is created 2025-03-12 16:08:27 +05:30
Shariq Ansari
bd52005dd2 fix: removed user override and use document method hook instead 2025-03-01 14:21:33 +05:30
Shariq Ansari
44bf3d1cf7 fix: show name quick filter if added and sort based on global settings 2025-02-28 15:44:10 +05:30
Shariq Ansari
5280a478e7 fix: create or update quick filter global settings 2025-02-28 15:21:55 +05:30
Shariq Ansari
6fa5133665 fix: get quick filters from global settings if exists 2025-02-28 15:08:16 +05:30
Shariq Ansari
58523afbf3 fix: do not cached while reloading quick filters 2025-02-28 01:58:45 +05:30
Shariq Ansari
60fa705cac fix: save (added and removed) quick filters 2025-02-28 01:58:16 +05:30
Shariq Ansari
5b757918a7
Merge pull request #561 from kakde-sandeep/fix-count-performance 2025-02-26 18:06:32 +05:30
Ankush Menat
02e9c7bc75
refactor: avoid use of reserved keywords 2025-02-26 17:49:33 +05:30
Shariq Ansari
3c865c37a7 fix: set type based on onlyRequired flag 2025-02-21 14:49:39 +05:30
Shariq Ansari
1e39385abe fix: set as default view in view settings per user 2025-02-20 14:10:53 +05:30
Shariq Ansari
4d3a90cf3c fix: renamed is_default to is_standard 2025-02-20 12:51:35 +05:30
Shariq Ansari
dc61df1717 fix: get default view api 2025-02-19 11:40:49 +05:30
Shariq Ansari
f5144f429c fix: hide column from listview if field is hidden 2025-02-03 20:17:47 +05:30