test/jcrm
1
0
Fork 0
forked from test/crm
Code Pull Requests Activity
2,931 Commits 1 Branch 169 Tags
Commit Graph

998 Commits

Author SHA1 Message Date
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
6d114f7cb6
Merge pull request #950 from frappe/mergify/bp/main-hotfix/pr-946 
fix(WhatsApp): prevent TypeError when concatenating first and last name (backport #946)
 2025-06-23 13:26:04 +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
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
b0341aebde fix: added get user role in users store 
(cherry picked from commit bf166bdaad6c775be2dd83c7097265ee3c29b3ef)
 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
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
frappe-pr-bot
9fa7443720 chore: update POT file 
(cherry picked from commit 4b4a1542619afb877937072bc7e46fa2079f721f)
 2025-06-23 07:50:12 +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
frappe-pr-bot
97aa21bd66 chore: update POT file 
(cherry picked from commit b82f4ca02b6194365478ff18983bd1a69c789235)
 2025-06-16 06:10:31 +00:00
Pratik
742b4b7a18 fix: git command error 
(cherry picked from commit 824dc8dcdde6ad80684685e41b477ed48087b845)
 2025-06-13 12:57:38 +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
cc96972213
chore: resolved conflict 2025-06-09 14:53:45 +05:30
frappe-pr-bot
750519d05d chore: update POT file 
(cherry picked from commit ed79bf55eb53ddc7a40776a4743adfdb8184099d)

# Conflicts:
#	crm/locale/main.pot
 2025-06-09 08:40:57 +00:00
Shariq Ansari
408714083d fix: removed setuAssignees code 
(cherry picked from commit 44df09fac28866c67b3d234dcaa100481841a602)
 2025-06-06 09:29:56 +00:00
Shariq Ansari
90c2832f44 fix: remove multiple assignees not working 
(cherry picked from commit 58f09331b0076d9faf46deba694c934b8ac72821)
 2025-06-06 09:29:55 +00:00
Pratik
20fc1d0ae1 fix: add mandatory fields 
(cherry picked from commit 7a6efb900e190069a3d49c8c92068cb93c0c011c)
 2025-06-05 08:41:10 +00:00
frappe-pr-bot
a0cb49ef3a chore: update POT file 
(cherry picked from commit 165509f5a08b7e38ed84c73ce4896b95a6eb4caf)
 2025-06-02 07:07:57 +00:00
frappe-pr-bot
8718fff7fd chore: update POT file 
(cherry picked from commit e0166a08e2591983f37e1533242982269a9b8720)
 2025-05-26 06:39:15 +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
64f356e795 fix: show communication date instead of creation 
(cherry picked from commit b291f82e4de3036032fc2891aece932bde8c9cc1)
 2025-05-22 13:24:32 +00:00
Shariq Ansari
998d7857af fix: added about link in standard_dropdown_items in hook.py 
(cherry picked from commit dc3ccdddd439d272ed002dc05f17bc3007972afc)
 2025-05-21 12:30:55 +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
0c598b2be9 feat: show about details in about modal 
(cherry picked from commit fd7116b2e18630cf54b3521d43e40f1aa608680e)
 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
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
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
af5bef08ca fix: change heading to paragraph in invitation email template 
(cherry picked from commit ddc5810c715b1e4cd5ca2bce59f09ff7f9a6a8a8)
 2025-05-19 11:22:52 +00:00
Shariq Ansari
8003abd58f
chore: resolved conflict 2025-05-19 16:20:33 +05:30
frappe-pr-bot
cd796ef996 chore: update POT file 
(cherry picked from commit 0cc69d90f014fea7a5be00541dc709c9de665832)

# Conflicts:
#	crm/locale/main.pot
 2025-05-19 10:43:43 +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