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417 Commits

Author SHA1 Message Date
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
Shariq Ansari
49a79cdb36 fix: added products table in crm lead 
(cherry picked from commit 26c892c2a046a576311a5ca309d61e878201556c)
 2025-05-14 18:13:51 +00:00
Shariq Ansari
bfe4125182 feat: enhance FormattedInput component with description slot and useAttrs for better attribute handling 
(cherry picked from commit 00470770744f2590b84b8eafe4014250c5f1ec56)
 2025-05-14 18:13:51 +00:00
Shariq Ansari
7451d523cc fix: set discount amount and net amount fields to read-only 
(cherry picked from commit 8459fac18443c6129c85cf6151b7fe391c43ba08)
 2025-05-14 18:13:50 +00:00
Shariq Ansari
ba003e8453 fix: added columns for product code field 
(cherry picked from commit 7d37c606cc8b2b61013407a57c8306df51bc2789)
 2025-05-14 18:13:49 +00:00
Shariq Ansari
d70a0e1979 fix: do not show qty and other fields 
(cherry picked from commit 8507c204819f0064b5faccbe6f48562c99831bc7)
 2025-05-14 18:13:48 +00:00
Shariq Ansari
68cc55f8d6 fix: removed total quantity field 
(cherry picked from commit 74ef956638b538c69869dab5b3ff5ea2c31bdca1)
 2025-05-14 18:13:47 +00:00
Shariq Ansari
f1b5f34818 fix: added logic to update amount, net amount, total and net total 
(cherry picked from commit a6323f42afadec3777a2663155350ac12baeef2b)
 2025-05-14 18:13:47 +00:00
Shariq Ansari
3379f2037a fix: added crm products table in crm deal and total field 
(cherry picked from commit bc1c20c91f0535c971519424202dcc4ad4a5d3ec)
 2025-05-14 18:13:47 +00:00
Shariq Ansari
de19716959 fix: added crm product doctype 
(cherry picked from commit 43297373ed9b2bc65d2b7e3e529c94a92b790587)
 2025-05-14 18:13:47 +00:00
Shariq Ansari
043b4e9eec fix: error if section is removed and saved 
(cherry picked from commit 35a27101c1a9c4e6e7642b7a6835040fdbcbd0dc)
 2025-05-12 06:01:24 +00:00
Shariq Ansari
6839824d7d fix: handle section.contacts also 
(cherry picked from commit 47262761fed6770785a0530115f6c5fd884178de)
 2025-05-09 14:55:50 +00:00
Shariq Ansari
09c016c40e fix: avoid none values 
(cherry picked from commit d2d4abe91f848f100f5885ce9dfb09533b1a0df8)
 2025-05-09 14:55:49 +00:00
Shariq Ansari
d6c6af4690 fix: check read access before loading data 
(cherry picked from commit e92ee3b730df73017aa409cbdbce23eed7e9defd)
 2025-04-08 10:12:29 +00:00
Shariq Ansari
e84351cb57 fix: send existing contact/org data while converting to deal 2025-03-15 15:55:47 +05:30
Shariq Ansari
f9043511a8 fix: get distinct deal contacts which has name 2025-03-15 14:47:38 +05:30
Muhammed Raihan P A
820b83dfef
fix: allow Table fieldtype while converting Lead to Deal 2025-03-09 21:57:15 -08:00
Shariq Ansari
7a99e80ccf fix: allow sales user & manager to crud crm global settings 2025-03-02 14:05:40 +05:30
Shankarv19bcr
546bec984f fix: ignore current document in default SLA validation 2025-03-01 20:52:45 +05:30
Shariq Ansari
5253c67196 fix: added global settings doctype to store quick filters order 2025-02-28 15:07:42 +05:30
Shariq Ansari
3afa8c2d72 fix: pass required deal fields value while converting to deal 2025-02-21 14:50:16 +05:30
Shariq Ansari
19bf3a0122 fix: added Required Fields option in type 2025-02-21 14:44:54 +05:30
Shariq Ansari
ec6a1f84eb fix: do not get default layout if type is Required Fields 2025-02-21 14:44:33 +05:30
Shariq Ansari
2a8cc03850
Merge pull request #596 from pu-raihan/develop 2025-02-20 15:54:15 +05:30
Shariq Ansari
19c1501eba fix: set default column_field, order_by & group_by_field if not set 2025-02-20 15:38:41 +05:30
Shariq Ansari
ab25f26f14 fix: set route name if not set 2025-02-20 15:21:56 +05:30
Shariq Ansari
1e39385abe fix: set as default view in view settings per user 2025-02-20 14:10:53 +05:30
Shariq Ansari
d057926f7a fix: added is_default field in crm view settings 2025-02-20 12:53:40 +05:30
Shariq Ansari
c0f6dcd7e0 fix: removed default_view field from fcrm settings 2025-02-20 12:53:03 +05:30