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1056 Commits

Author SHA1 Message Date
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
e3510b0e9c fix: added default probability to Lost status 
(cherry picked from commit 4d3fe722e86a1e91e056418a173ad30f1a1b6c63)
 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
c1203d465a
Merge branch 'main' into main-hotfix 2025-06-30 20:15:43 +05:30
Shariq Ansari
0e87e33ab2
chore: resolved conflict 2025-06-30 12:53:15 +05:30
frappe-pr-bot
11bc742f74 chore: update POT file 
(cherry picked from commit cc411f036d7321cc436d7e70f6c7e84ffabae209)

# Conflicts:
#	crm/locale/main.pot
 2025-06-30 07:13:55 +00:00
Shariq Ansari
aff26a5ea2
Merge branch 'main-hotfix' into mergify/bp/main-hotfix/pr-971 2025-06-30 12:36:10 +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
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
Frappe PR Bot
52bf09f27e chore(release): Bumped to Version 1.48.2 2025-06-24 06:44:46 +00:00
Frappe PR Bot
a542ecc5c8 chore(release): Bumped to Version 1.48.1 2025-06-24 06:29:06 +00:00
Frappe PR Bot
9c90f29281 chore(release): Bumped to Version 1.48.0 2025-06-24 05:05:39 +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
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
89b89eeafc chore(release): Bumped to Version 1.47.6 2025-06-16 07:14:01 +00:00
Pratik
0eef9b485f fix: git command error 
(cherry picked from commit 824dc8dcdde6ad80684685e41b477ed48087b845)
 2025-06-16 07:12:00 +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