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forked from test/crm

3169 Commits

Author SHA1 Message Date
frappe-pr-bot
69f8733f2b chore: update POT file
(cherry picked from commit 8de2e89b6833a5d5d11402406b4c9590fe99817f)
2025-07-22 04:53:20 +00:00
Shariq Ansari
fa5d17a121
Merge pull request #1042 from frappe/mergify/bp/main-hotfix/pr-1041
fix: Reset to default dashboard (backport #1041)
2025-07-15 15:13:16 +05:30
Shariq Ansari
51d39a1dbb fix: reset to default
(cherry picked from commit 7826565ce77a6d75b2e16011571f46512e7cb486)
2025-07-15 09:41:53 +00:00
Shariq Ansari
6d164cdac4 fix: only show edit button to system manager
(cherry picked from commit 713571469b81b773413e4f2287f25bde372cc044)
2025-07-15 09:41:53 +00:00
Shariq Ansari
98c830f3ae fix: set status correctly
(cherry picked from commit 2f34fdd40917bb084e0d648d03b75791ce2c7689)
2025-07-15 09:41:53 +00:00
Shariq Ansari
09b4e25500
Merge pull request #1040 from frappe/mergify/bp/main-hotfix/pr-1033 2025-07-15 13:42:44 +05:30
Shariq Ansari
78dc0f6af6 fix: forecasting chart is breaking if no data
(cherry picked from commit b344f412c9cf84fff35284b396788160e9852e31)
2025-07-15 08:00:12 +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
053650ee75 fix: minor fix
(cherry picked from commit 46e6ed2e6f4cb25855e019d7a405a3ad8e80dd5e)
2025-07-15 08:00:11 +00:00
Shariq Ansari
5c3ef0158c fix: decreased rowHeight to 42
(cherry picked from commit 266952c404dbdbb6443fcabb73a1bc00de6c84f9)
2025-07-15 08:00:11 +00:00
Shariq Ansari
99402b8e43 build(deps): bump frappeui to 0.1.171
(cherry picked from commit b77e59589a5270164aedcc890889df151767de51)
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
859d93404d fix: minor fixes
(cherry picked from commit 2584cca128628b3cb7afa8b2307bfe6e61c303c5)
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
ba4ffdac86 fix: add default Manager Dashboard on install
(cherry picked from commit 6e3d23a8e1cb2b6c4c1933a9cfa2d6fb04dd6c4c)
2025-07-15 08:00:09 +00:00
Shariq Ansari
151560fa5e fix: disabel save button if not dirty, reset to old items if cancel
(cherry picked from commit 2a38d0fb5f83e85665b295a808ac8ac9eb99a75e)
2025-07-15 08:00:09 +00:00
Shariq Ansari
d80f7965ec build(deps): bump frappeui to 0.1.170
(cherry picked from commit 97724c776bcbf2062bf3057726233d4511c037d1)
2025-07-15 08:00:08 +00:00
Shariq Ansari
3e72981993 build(deps): bump frappeui to 0.1.170
(cherry picked from commit 9b072058cc020455084e0f6234ca6628afe846be)
2025-07-15 08:00:08 +00:00
Shariq Ansari
67774f3014 fix: save edited dashboard
(cherry picked from commit d2e65feaa6fcf7759839fbb92ded68b525629260)
2025-07-15 08:00:08 +00:00
Shariq Ansari
55c4ad9533 feat: allow adding existing charts
(cherry picked from commit 37c2d3a2b07ae8a1836dfb80fe098810f0b69f74)
2025-07-15 08:00:08 +00:00
Shariq Ansari
c027bcf59b fix: rename card to chart
(cherry picked from commit 0909423fe9385fa33d110f7bc49693fe81902126)
2025-07-15 08:00:07 +00:00
Shariq Ansari
12814dc5b0 fix: added remove chart button
(cherry picked from commit 139bcb101ce3f903bcb840fbd4fecf84f55ca91f)
2025-07-15 08:00:07 +00:00
Shariq Ansari
ecccc6340f fix: use tooltip from data
(cherry picked from commit 0f06715d0cdf967240783aa97d996becc92dcd4c)
2025-07-15 08:00:07 +00:00
Shariq Ansari
1b7e337176 fix: show edit button to manager
(cherry picked from commit 4a783fcba8241ec73f0def366830144a8e2c870d)
2025-07-15 08:00:07 +00:00
Shariq Ansari
1be736cb6f fix: load dashboard layout from CRM Dashboard doctype and render
(cherry picked from commit fd38f0ac985360eae2e370e86b3e8dd5a8baa587)
2025-07-15 08:00:06 +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
3332a74dab fix: update status type patch was not working
(cherry picked from commit 4320142132c4812d9b6ece42cb8cc656e9065ff9)
2025-07-15 08:00:06 +00:00
Shariq Ansari
c879fa57cf fix: use GridLayout from frappe-ui to display dashboard
(cherry picked from commit 160649bf9750ef9ca6e5bee8e759a51ad4fd243a)
2025-07-15 08:00:05 +00:00
Shariq Ansari
92879d3cbe
Merge pull request #1039 from frappe/mergify/bp/main-hotfix/pr-1038
fix: to status type is not accessible (backport #1038)
2025-07-15 12:57:12 +05:30
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
0e8758e798
Merge pull request #1037 from frappe/mergify/bp/main-hotfix/pr-1036
fix: to status type is not accessible (backport #1036)
2025-07-15 12:26:14 +05:30
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
bd27266b69
Merge pull request #1035 from frappe/mergify/bp/main-hotfix/pr-1034
fix: removed currency exchange and added exchange rate field (backport #1034)
2025-07-15 12:17:26 +05:30
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
f091899da7
Merge pull request #1032 from frappe/mergify/bp/main-hotfix/pr-1029 2025-07-14 17:58:51 +05:30
frappe-pr-bot
6da91d67f3 chore: update POT file
(cherry picked from commit bb08f3d377d0a28a4e7c102923e93bff4e62d65d)
2025-07-13 09:52:19 +00:00
Shariq Ansari
eaf61005cd
Merge pull request #1031 from frappe/mergify/bp/main-hotfix/pr-1030 2025-07-13 15:20:59 +05:30
Shariq Ansari
65a8ba139d fix: updated funnel query to get status change count
(cherry picked from commit 5232da6ec3f7e0bdb4ca55e8f6a3e42ff62ff05c)
2025-07-13 09:46:22 +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
72dc3904c0 fix: added deals by ongoing & won stages bar
(cherry picked from commit de85ccfc51fdf7ac5c87084baccd602930102504)
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
e6033dfb9a fix: avg time to close a deal number card
(cherry picked from commit 61259f3d2e843f851b7d08e9089de55e01496e6b)
2025-07-13 09:46:20 +00:00
Shariq Ansari
55ad85dda8 fix: added two more number cards
(cherry picked from commit 2dd2608c094226efe17d5bbdf1520afc667151ca)
2025-07-13 09:46:20 +00:00
Shariq Ansari
697ed4eb98 fix: get ongoing deals and won deals based on closed_on date
(cherry picked from commit 81dc4e1138c86a5ab4a80ab57d1a521bc65ecc1b)
2025-07-13 09:46:20 +00:00
Shariq Ansari
64dfa77022 fix: use status.type instead of status in all query
(cherry picked from commit cb1f9f760cbcda42654e99ff5e98583591ae6874)
2025-07-13 09:46:20 +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