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274 Commits

Author SHA1 Message Date
Shariq Ansari
b369211965 fix: better description 
(cherry picked from commit cbc127e9470462a79ae5ef1c85590493eaf225a5)
 2025-07-10 11:53:09 +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
da04edccb2 chore: updated/added number card tooltip 
(cherry picked from commit 37d820a67c901e030b2034570cadddacf6d4a961)
 2025-07-10 11:53:06 +00:00
Shariq Ansari
6e71321e7d fix: convert to system currency and show deal value 
(cherry picked from commit 4f02f0a4d7c3b947028b193a935eadc7d1c3462f)
 2025-07-10 11:53:06 +00:00
Shariq Ansari
39a419889f fix: only show sales user filter to manager 
(cherry picked from commit f747e076ab6b1bc58eb4aa14fe01628317c0b2eb)
 2025-07-10 11:53:05 +00:00
Shariq Ansari
6caff5cd59 fix: added filters and translated titles 
(cherry picked from commit 4b12918ba5941ca34fc4149bb43354f8344513f8)
 2025-07-10 11:53:05 +00:00
Shariq Ansari
10cf868df5 fix: show avg time number card based on closed_on date 
(cherry picked from commit eddf8c9295d39a8c41db7ad67ef4fc2dd5ad671b)
 2025-07-10 11:53:04 +00:00
Shariq Ansari
6ae7787811 fix: added avg time to close number card 
(cherry picked from commit 4d2f054e4005c1f6c169994eac3daf99c2c0827a)
 2025-07-10 11:53:04 +00:00
Shariq Ansari
d5aefb3c98 fix: added more charts for dashboard 
(cherry picked from commit 3b34f73cb3c302aeb5f92cbddda0257da5b4a726)
 2025-07-10 11:53:03 +00:00
Shariq Ansari
1b3709c8a0 fix: added first cut queries for some charts and number cards 
(cherry picked from commit 1fa6b5bb51f532db0eefeec1b66ef06fa8a0f536)
 2025-07-10 11:53:03 +00:00
Shariq Ansari
69277c5fb0 fix: useDocument in contact page 
(cherry picked from commit 42ea1ad16e45cffab59c0bd6885be1312674e38f)

# Conflicts:
#	frontend/src/pages/Contact.vue
#	frontend/src/pages/MobileContact.vue
 2025-07-05 09:03:53 +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
c1203d465a
Merge branch 'main' into main-hotfix 2025-06-30 20:15:43 +05:30
Pratik
2ef3ccafc7 refactor: change labels & function names 2025-06-29 12:36:40 +00:00
Pratik
0bc1ee4c4e feat: add list view & handle bulk delete, unlink - cherry-picked 2025-06-29 12:36:11 +00:00
Pratik
f66de4cc72 feat: handle bulk delete 2025-06-29 12:35:36 +00:00
Pratik
2b27a21316 feat: handle linked docs while deleting - cherry-picked 2025-06-29 12:35:25 +00:00
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