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395 Commits

Author SHA1 Message Date
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
Shariq Ansari
6647a83485 fix: renamed other_lost_reason to lost_notes 
(cherry picked from commit 5bbec00803e299c3d997bd5d3335ef2a4ab78028)
 2025-07-02 10:34:36 +00:00
Shariq Ansari
e0cdeea2f9 fix: made lost notes as text and non mandatory if lost reason is not Other 
(cherry picked from commit 97b2253e9d464e5a25dd1de8ffadd9d513cb3fda)
 2025-07-02 10:34:35 +00:00
Shariq Ansari
6aa4a03b0f chore: resolved conflict 
(cherry picked from commit 92d728072843b1449cb2e2e626cde7a218e68530)
 2025-07-02 10:34:35 +00:00
Shariq Ansari
252fe05edc feat: created lost reason doctype 
(cherry picked from commit 5d01b88a1e949f8388d8ca9f3e6ef62fe30a977a)
 2025-07-02 10:34:35 +00:00
Shariq Ansari
4cfe106144 fix: show forcasted sales section in sidepanel if forecasting is enabled 
(cherry picked from commit 485360f29194a95749b1a6fd27108bec03b37b50)
 2025-07-01 11:20:53 +00:00
Shariq Ansari
b1ea3edceb fix: add mandatory fields in convert to deal modal if not added 
(cherry picked from commit 17fdbb05cedad890631465d1ad64fbc502dd00c9)
 2025-07-01 11:20:53 +00:00
Shariq Ansari
47002deed6 fix: made deal value mandatory if forecasting is enabled 
(cherry picked from commit 4f58aa110a39b431e58d1fd86c2dfe8e41d0034c)
 2025-07-01 11:20:52 +00:00
Shariq Ansari
29132f6f23 fix: add default probabilities in deal status 
(cherry picked from commit 6d3268a61ecd96710f2c7d1cede33a5cc6f939d6)
 2025-07-01 11:20:51 +00:00
Shariq Ansari
275e887dc2 fix: give Sales Manager & Sales User role if System Manager access is given 
(cherry picked from commit a3b9368953eefce422f9ee563328422d23b76085)
 2025-06-26 12:24:36 +00:00
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
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
de7cf372e7 fix: only show users to manager 
(cherry picked from commit 22856351fd9613f654df319f1714aafc5c4f626f)
 2025-06-23 07:54:25 +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
f1935156ec feat: add existing users 
(cherry picked from commit 6873c6db4e100e7225ebd7c461c31eb9f35356da)
 2025-06-23 07:54:22 +00:00
Shariq Ansari
4ed8a54a98 fix: renamed component names from Agent to User 
(cherry picked from commit b534aae70bc6304c818ef33e05c8a0a50146a4cf)
 2025-06-23 07:54:20 +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
37e86b4610 fix: update agent fields based on user 
(cherry picked from commit e9812495e940131504f9cbbb4a7a4892a4a234c3)
 2025-06-23 07:54:18 +00:00
Shariq Ansari
a86884e40e fix: activate/deactivate agent 
(cherry picked from commit 0a836c78bb45a5e0eaa27142ea07fc7b063b5b09)
 2025-06-23 07:54:18 +00:00
Shariq Ansari
f7344cde43 fix: show and allow changing role from agents settings page 
(cherry picked from commit 346849631eb2ac886b6bf796d355f3891217ff9f)
 2025-06-23 07:54:17 +00:00
Shariq Ansari
f835acae57 feat: added crm agent doctype 
(cherry picked from commit fac5ed5579c45868e442bd68dca8007f0553d617)
 2025-06-23 07:54:16 +00:00
Shariq Ansari
a482a81aec fix: renamed Expected Closure Date to Close Date 
(cherry picked from commit efbed6e0b63742d8be08a8df9e66b06b4e77bf45)
 2025-06-16 12:19:03 +00:00
Shariq Ansari
2c92612cce fix: circular import 
(cherry picked from commit 029c16d1d0b71b83e108b479e077fbd168392870)
 2025-06-13 09:36:03 +00:00
Shariq Ansari
232f982786 fix: create standard forecasting script on install and added in patch 
(cherry picked from commit b3acff8cba6fd30e15ce2d579287cbd02d9c8282)
 2025-06-13 09:36:03 +00:00
Shariq Ansari
e9362a50eb fix: set close date to now if status is Won 
(cherry picked from commit a98b0e3a009f028c86ebb87385136ad0ab711a81)
 2025-06-13 09:36:03 +00:00
Shariq Ansari
d06f749544 fix: set close date reqd as 1 or 0 based on enabled_forecasting 
(cherry picked from commit 2e27c0459c183bd5c4363337d23de26f5ed72d37)
 2025-06-13 09:36:02 +00:00
Shariq Ansari
6c2ffaf8b7 feat: added enable forecasting settings 
(cherry picked from commit d87a237789b55f6024f56cfd55376a2cc36b2e63)
 2025-06-13 09:36:02 +00:00
Shariq Ansari
1c7ea0b44b fix: added probability field in deal status 
(cherry picked from commit fdca27bb81533b45eac0ba9d45c2ca1d094d2fae)
 2025-06-13 09:36:01 +00:00
Shariq Ansari
2c3a660b99 fix: added deal value field 
(cherry picked from commit 01f0213693d0885228b852bbf852fff254df988f)
 2025-06-13 09:36:01 +00:00
Shariq Ansari
408714083d fix: removed setuAssignees code 
(cherry picked from commit 44df09fac28866c67b3d234dcaa100481841a602)
 2025-06-06 09:29:56 +00:00
Pratik
20fc1d0ae1 fix: add mandatory fields 
(cherry picked from commit 7a6efb900e190069a3d49c8c92068cb93c0c011c)
 2025-06-05 08:41:10 +00:00
Shariq Ansari
9a6ca31858 feat: intercept create lead from call log via form script 
(cherry picked from commit 8af4e9b5e82a5a3460053fa0fc7b93a704a97084)
 2025-05-26 06:29:30 +00:00
Shariq Ansari
cc88d66de4 fix: removed doc & telegram link from user dropdown 
(cherry picked from commit 807eb4a7d999729693ab79af2fab09efabf1c80e)
 2025-05-21 12:30:55 +00:00
Shariq Ansari
d15f232060 fix: use toast.create api instead of createToast 
(cherry picked from commit 6064ca5a4fd51b188df85394963ea73bea4b97a5)
 2025-05-20 09:09:01 +00:00
Shariq Ansari
8bb78a2caf fix: only set FCRM module if user is Sales User 
(cherry picked from commit 64b4f6b759bc5b308dc86ca59f7777a9cda507a4)
 2025-05-20 08:40:50 +00:00
Shariq Ansari
975a96ff45 fix: allow read permission for form script 
(cherry picked from commit 2d421e60527c6d056b2f4a268862f986bf773600)
 2025-05-20 08:40:50 +00:00
Shariq Ansari
0225e098c6 fix: pass doctype argument to get_product_details_script in create_product_details_script 
(cherry picked from commit adbb9f57650f6a863d25eff3688b06c24a250ef4)
 2025-05-14 18:13:52 +00:00
Shariq Ansari
a28d113384 fix: create product detail script on install 
(cherry picked from commit fdd6c46b5f718800dd062dbde1c718a2c93ddfbe)
 2025-05-14 18:13:51 +00:00