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forked from test/crm

1216 Commits

Author SHA1 Message Date
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
6773266667 fix: send read_only, hidden & reqd value and hide or make field readonly on detail section based on that 2024-01-04 20:56:27 +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
54b0bc4e5b fix: set lead/deal_owner as assigned user if not set 2024-01-04 19:59:00 +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
414369ebc7 fix: only load logged in users created views 2023-12-31 22:27:24 +05:30
Shariq Ansari
8660312684 fix: get views data along with doc data also handle loading of columns based on custom view 2023-12-31 17:53:49 +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
Shariq Ansari
fc0b19ff0a fix: set lead_owner & deal_owner as default field in lead/deal detail section 2023-12-28 11:51:47 +05:30
Shariq Ansari
783aca5a7c fix: replaced lead/deal_owner with assigned_to in default lead/deal list view settings 2023-12-27 17:21:46 +05:30
Shariq Ansari
2bec43244a fix: allow assigned_to in listview 2023-12-27 17:21:09 +05:30
Shariq Ansari
bca741c8bc fix: auto add assignee if lead_owner or deal_owner is set 2023-12-27 16:33:06 +05:30
Shariq Ansari
fe320bdb7a fix: avoid showing certain fields changes in activity timeline 2023-12-26 16:31:00 +05:30
Shariq Ansari
5454a4f8e5 fix: only allow one default priority in priorities table 2023-12-26 16:15:48 +05:30
Shariq Ansari
cb0e3e3171 fix: do not allow to create multiple default SLA for same doctype 2023-12-26 16:05:55 +05:30
Shariq Ansari
59a508b88a fix: move default sla to the end of the list 2023-12-26 16:00:35 +05:30
Shariq Ansari
0df079e994 fix: made some sla fields read_only in lead/deal doctype 2023-12-26 15:50:46 +05:30
Shariq Ansari
47708b1cbe fix: allow start/end date for sla 2023-12-26 15:09:34 +05:30
Shariq Ansari
ebb8502e54 fix: save lead before creating deal 2023-12-26 13:30:22 +05:30
Shariq Ansari
65cd4467b0 fix: cannot convert to deal 2023-12-26 13:23:35 +05:30
Shariq Ansari
67ed472c87 fix: not able to update call log note 2023-12-23 21:59:37 +05:30
Shariq Ansari
ccd57e213a fix: allow uploading file & show on email and email box 2023-12-23 21:24:00 +05:30
Shariq Ansari
988d5a66a4 fix: get all lead/deal data in one api call 2023-12-15 12:29:02 +05:30
Shariq Ansari
8c797d1532 revert: removed all follow up related doctype and field in SLA 2023-12-15 11:52:28 +05:30
Shariq Ansari
ee8f5d8188 fix: move sla details from lead to deal on convertion 2023-12-14 14:39:43 +05:30
Shariq Ansari
8187d17154 fix: added holiday, follow up related fields on sla doctype 2023-12-14 11:42:18 +05:30
Shariq Ansari
27275426cf fix: added sla fulfilled & sla pause child table for SLA 2023-12-14 11:41:18 +05:30
Shariq Ansari
0e443f926a fix: added holiday list & holiday doctype for SLA 2023-12-14 11:40:12 +05:30
Shariq Ansari
c9ff153412 fix: also consider condition in sla while setting it on lead/deal 2023-12-13 21:23:56 +05:30
Shariq Ansari
08311784b4 fix: validate condition in sla 2023-12-13 21:22:44 +05:30
Shariq Ansari
71bc3d9fb2 fix: added communication status shortcut on workspace 2023-12-13 19:59:56 +05:30
Shariq Ansari
70584ac35f fix: added default communication statuses on install and changed lead status Open to New 2023-12-13 15:31:31 +05:30