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forked from test/crm

132 Commits

Author SHA1 Message Date
Shariq Ansari
4175371708 fix: made read only field editable in lead doctype 2024-01-28 18:57:56 +05:30
Shariq Ansari
d2d1b09c10 fix: consider holiday list for SLA 2024-01-26 14:16:49 +05:30
Shariq Ansari
a751b2d3e9 fix: allow all valid fields in sort by dropdown 2024-01-25 21:36:34 +05:30
Shariq Ansari
38cea32ba7 fix: allow moving contacts section in deal page 2024-01-25 21:09:24 +05:30
Shariq Ansari
4305c97a83 fix: status change log fix 2024-01-23 15:33:43 +05:30
Shariq Ansari
c73da41a78 feat: set default view 2024-01-22 22:39:04 +05:30
Shariq Ansari
196eb89154 fix: added is_view check to differentiate between standard view 2024-01-22 22:37:31 +05:30
Shariq Ansari
360b9636a6 fix: enable lead creation from email 2024-01-22 14:34:02 +05:30
Shariq Ansari
cd01b452e1 fix: load deal_owner as assigned to if _assign is not set 2024-01-21 21:43:32 +05:30
Shariq Ansari
cc1ac48d59 fix: make view public permission fix 2024-01-19 23:29:44 +05:30
Shariq Ansari
9a4a78e1e3 fix: added sales user & sales manager role to all doctypes 2024-01-19 22:00:39 +05:30
Shariq Ansari
0d49fa4737 fix: only allow sales manager to create and update public views 2024-01-19 22:00:02 +05:30
Shariq Ansari
d193c05c96 fix: load public views 2024-01-19 20:47:00 +05:30
Shariq Ansari
0dc0509be4 fix: added lead name field in deal 2024-01-19 17:15:26 +05:30
Shariq Ansari
e6614a5ad7 fix: call not getting logged properly 2024-01-18 13:29:10 +05:30
Shariq Ansari
4382da5889 fix: load assigned users from todo 2024-01-17 20:21:19 +05:30
Shariq Ansari
dfcfa531e7 fix: strip only if exist 2024-01-17 19:53:57 +05:30
Shariq Ansari
fe39be5f97 fix: set sla creation date if not set 2024-01-17 12:05:43 +05:30
Shariq Ansari
5c5ec3c492 fix: assign agent logic 2024-01-17 11:44:25 +05:30
Shariq Ansari
0b7f8defec fix: made api_key & api_secret field visible for system manager 2024-01-13 14:25:12 +05:30
Shariq Ansari
399e9f927e fix: removed reqd from organization field in deal 2024-01-13 11:53:52 +05:30
Shariq Ansari
7b3dd34b7b fix: made first_name in lead & organization in deal mandatory 2024-01-06 18:46:28 +05:30
Shariq Ansari
849739c80a chore: hide log tab in deal 2024-01-06 18:19:58 +05:30
Shariq Ansari
e24953e0e5 fix: store status change log in lead & deal on status change 2024-01-06 14:11:03 +05:30
Shariq Ansari
33478641cb fix: added status change log table doctype 2024-01-06 14:04:38 +05:30
Shariq Ansari
91ed8c639b fix: added phone, no_of_employees & job_title field in deal 2024-01-05 16:13:22 +05:30
Shariq Ansari
76725370a9 fix: allow import for territory doctype 2024-01-05 12:26:49 +05:30
Shariq Ansari
7cd1303f80 fix: store organization detail instead of organization as link field in lead and create organization after converting it to deal 2024-01-04 21:45:57 +05:30
Shariq Ansari
c670fe190b fix: removed organization as a link field in lead & added reqd field validation 2024-01-04 21:35:52 +05:30
Shariq Ansari
ed5a4b53ba fix: update organization fields if deal is updated and vice-versa 2024-01-04 21:26:52 +05:30
Shariq Ansari
f4cd8bf6b3 fix: show asterisk for mandatory fields and also validate before saving 2024-01-04 21:26:18 +05:30
Shariq Ansari
8b22b85943 fix: made organization fields editable 2024-01-04 20:54:55 +05:30
Shariq Ansari
649eae9f3a fix: added lead source in deal 2024-01-04 20:03:07 +05:30
Shariq Ansari
c3c18ca119 fix: added territory field in organization page 2024-01-04 19:31:17 +05:30
Shariq Ansari
ebf9b40746 fix: added territories & assignment rule shortcut on workspace 2024-01-04 19:09:49 +05:30
Shariq Ansari
637c9dd0e2 fix: create territory doctype and added in lead/deal/organization 2024-01-04 19:00:22 +05:30
Shariq Ansari
c53a1472c1 fix: parse filters,columns & rows first 2024-01-03 17:34:13 +05:30
Shariq Ansari
946c30b387 chore: renamed default_columns field to load_default_columns 2024-01-03 17:23:07 +05:30
Shariq Ansari
98a1fcbf00 fix: added route_name field to store route name of the view 2024-01-01 18:54:20 +05:30
Shariq Ansari
a760a2fa6a feat: added ability to pin unpin a view 2024-01-01 17:53:47 +05:30
Shariq Ansari
cf619a658e fix: allow updating view label 2024-01-01 00:00:04 +05:30
Shariq Ansari
95f16759dd fix: added api's to create, update & delete CRM View Settings 2023-12-31 14:50:25 +05:30
Shariq Ansari
0b791516a5 fix: added filters & order by fields along with default columns checkbox 2023-12-31 14:47:33 +05:30
Shariq Ansari
e850928e57 fix: allow setting non filterable fields 2023-12-31 14:35:37 +05:30
Shariq Ansari
4aa0c1402f fix: renamed list view settings to view settings 2023-12-29 15:11:07 +05:30
Shariq Ansari
1adafc305e chore: default script value for form script 2023-12-29 12:15:49 +05:30
Shariq Ansari
1bffd4ebd3 fix: changed CRM Lead to CRM Deal in deals api.py 2023-12-28 17:21:30 +05:30
Shariq Ansari
1e780ff1ac fix: load form_script when deal is loaded 2023-12-28 16:39:23 +05:30
Shariq Ansari
7d7cadaad8 fix: load form_script when lead is loaded 2023-12-28 16:39:09 +05:30
Shariq Ansari
dde6b45201 fix: added form script doctype to store custom script for Lead Page 2023-12-28 16:33:15 +05:30