Shariq Ansari
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78dc0f6af6
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fix: forecasting chart is breaking if no data
(cherry picked from commit b344f412c9cf84fff35284b396788160e9852e31)
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2025-07-15 08:00:12 +00:00 |
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Shariq Ansari
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52bc66dc3d
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fix: updated default manager dashboard
(cherry picked from commit c8f01f08ed36ee357778442ca9f04127806117bf)
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2025-07-15 08:00:11 +00:00 |
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Shariq Ansari
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4d7a5f17d6
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fix: renamed blank card to spacer
(cherry picked from commit d79341b6d9b2c9fec00471f48cbb70cebd98e21d)
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2025-07-15 08:00:10 +00:00 |
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Shariq Ansari
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ba0ef22911
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fix: allow force reset manager dashboard
(cherry picked from commit 84738ba00cb08a71f4902617dff62b5ba1d99a09)
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2025-07-15 08:00:10 +00:00 |
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Shariq Ansari
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d099d7e3e5
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fix: updated default manager dashboard
(cherry picked from commit 3b0a8d8e4bb3248e56589d23f817e4b04c2cd2cd)
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2025-07-15 08:00:10 +00:00 |
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Shariq Ansari
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859d93404d
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fix: minor fixes
(cherry picked from commit 2584cca128628b3cb7afa8b2307bfe6e61c303c5)
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2025-07-15 08:00:10 +00:00 |
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Shariq Ansari
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6f71d738b3
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fix: create default manager dashboard if not exists
(cherry picked from commit 05b8cea2066e27a8dbcf14aa5a8ae402f13e2130)
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2025-07-15 08:00:09 +00:00 |
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Shariq Ansari
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ba4ffdac86
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fix: add default Manager Dashboard on install
(cherry picked from commit 6e3d23a8e1cb2b6c4c1933a9cfa2d6fb04dd6c4c)
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2025-07-15 08:00:09 +00:00 |
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Shariq Ansari
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55c4ad9533
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feat: allow adding existing charts
(cherry picked from commit 37c2d3a2b07ae8a1836dfb80fe098810f0b69f74)
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2025-07-15 08:00:08 +00:00 |
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Shariq Ansari
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ecccc6340f
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fix: use tooltip from data
(cherry picked from commit 0f06715d0cdf967240783aa97d996becc92dcd4c)
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2025-07-15 08:00:07 +00:00 |
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Shariq Ansari
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1b7e337176
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fix: show edit button to manager
(cherry picked from commit 4a783fcba8241ec73f0def366830144a8e2c870d)
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2025-07-15 08:00:07 +00:00 |
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Shariq Ansari
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1be736cb6f
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fix: load dashboard layout from CRM Dashboard doctype and render
(cherry picked from commit fd38f0ac985360eae2e370e86b3e8dd5a8baa587)
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2025-07-15 08:00:06 +00:00 |
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Shariq Ansari
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8defe6285f
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fix: added crm dashboard doctype to store dashboard layout
(cherry picked from commit ed2208fe75de2d4d7f2e6f27cf036d2f058088b1)
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2025-07-15 08:00:06 +00:00 |
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Shariq Ansari
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3332a74dab
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fix: update status type patch was not working
(cherry picked from commit 4320142132c4812d9b6ece42cb8cc656e9065ff9)
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2025-07-15 08:00:06 +00:00 |
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Shariq Ansari
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c879fa57cf
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fix: use GridLayout from frappe-ui to display dashboard
(cherry picked from commit 160649bf9750ef9ca6e5bee8e759a51ad4fd243a)
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2025-07-15 08:00:05 +00:00 |
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Shariq Ansari
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1a672dd274
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fix: to status type is not accessible
(cherry picked from commit 28facd66c417e2733215c8efd807e4157586ec89)
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2025-07-15 07:09:50 +00:00 |
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Shariq Ansari
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64f4ed62ce
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fix: to status type is not accessible
(cherry picked from commit 38a2fa87c32742bef1c8ee2bf3b1e662751a8475)
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2025-07-15 06:49:32 +00:00 |
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Shariq Ansari
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6efd81073d
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fix: removed currency exchange and added exchange rate field
(cherry picked from commit 7c4718ad0290629bc69ed9d170c384836b665f54)
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2025-07-15 06:22:23 +00:00 |
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frappe-pr-bot
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6da91d67f3
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chore: update POT file
(cherry picked from commit bb08f3d377d0a28a4e7c102923e93bff4e62d65d)
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2025-07-13 09:52:19 +00:00 |
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Shariq Ansari
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65a8ba139d
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fix: updated funnel query to get status change count
(cherry picked from commit 5232da6ec3f7e0bdb4ca55e8f6a3e42ff62ff05c)
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2025-07-13 09:46:22 +00:00 |
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Shariq Ansari
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da5192bee3
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fix: store deal status type in status log
(cherry picked from commit e59547da30ad1dc783787e7d0760f94ea3b95272)
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2025-07-13 09:46:21 +00:00 |
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Shariq Ansari
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72dc3904c0
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fix: added deals by ongoing & won stages bar
(cherry picked from commit de85ccfc51fdf7ac5c87084baccd602930102504)
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2025-07-13 09:46:21 +00:00 |
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Shariq Ansari
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107eeae116
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fix: used closed_date instead of closed_on and set closed_date if status type is Won
(cherry picked from commit f82019e510612bd9803f9947240d155479d5d665)
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2025-07-13 09:46:21 +00:00 |
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Shariq Ansari
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209da0f84e
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fix: used expected closed date & deal value for forecasting
(cherry picked from commit 7fc26a5202b89476ec5e277601243cf8299ed10f)
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2025-07-13 09:46:21 +00:00 |
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Shariq Ansari
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a6c60ffecb
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fix: added closed_date removed closed_on & added expected_deal_value & expected_closure_date field
(cherry picked from commit dcb1e475646e0f0c7096241fcb5bbeb997685230)
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2025-07-13 09:46:21 +00:00 |
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Shariq Ansari
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e6033dfb9a
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fix: avg time to close a deal number card
(cherry picked from commit 61259f3d2e843f851b7d08e9089de55e01496e6b)
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2025-07-13 09:46:20 +00:00 |
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Shariq Ansari
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55ad85dda8
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fix: added two more number cards
(cherry picked from commit 2dd2608c094226efe17d5bbdf1520afc667151ca)
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2025-07-13 09:46:20 +00:00 |
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Shariq Ansari
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697ed4eb98
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fix: get ongoing deals and won deals based on closed_on date
(cherry picked from commit 81dc4e1138c86a5ab4a80ab57d1a521bc65ecc1b)
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2025-07-13 09:46:20 +00:00 |
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Shariq Ansari
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64dfa77022
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fix: use status.type instead of status in all query
(cherry picked from commit cb1f9f760cbcda42654e99ff5e98583591ae6874)
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2025-07-13 09:46:20 +00:00 |
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Shariq Ansari
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d52ee6653c
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fix: show lost reason modal if status of type Lost is set
(cherry picked from commit 51530b760830002e9ba3f8bc8cce69d94fd51d9c)
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2025-07-13 09:46:19 +00:00 |
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Shariq Ansari
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f7bcc4b910
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patch: added patch to update deal status type
(cherry picked from commit 4e6d4a1d77b062c531b8c84634c312b6cb3537fe)
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2025-07-13 09:46:19 +00:00 |
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Shariq Ansari
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c5193f3105
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fix: added type in default deak status while installing
(cherry picked from commit efc5dd93e91760aa73a4d8a360d642c4031df8ee)
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2025-07-13 09:46:19 +00:00 |
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Shariq Ansari
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5bd01ca7d9
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fix: added type of deal status field
(cherry picked from commit 210a9d8d0635f296a72e65e1ce2899d274b5a6fa)
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2025-07-13 09:46:18 +00:00 |
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Shariq Ansari
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7d695a13cf
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fix: apply user filter if sales user
(cherry picked from commit 1ae7018f792c4956c7db352fa18e94f562776693)
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2025-07-10 12:10:03 +00:00 |
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Shariq Ansari
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b95565a70c
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chore: resolved conflict
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2025-07-10 17:26:27 +05:30 |
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Shariq Ansari
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b369211965
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fix: better description
(cherry picked from commit cbc127e9470462a79ae5ef1c85590493eaf225a5)
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2025-07-10 11:53:09 +00:00 |
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Shariq Ansari
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61c2180498
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fix: remove mandatory from currency field in crm settings
(cherry picked from commit 36320f61aba9b7e1365f3c1ceccfbe53d181fd94)
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2025-07-10 11:53:09 +00:00 |
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Shariq Ansari
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69780ecbd9
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refactor: get exchange rate api
(cherry picked from commit a5d3694386bbeff789a8feea76323f5d41509198)
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2025-07-10 11:53:08 +00:00 |
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Shariq Ansari
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756fdd212a
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fix: use exchange rate in deal to calculate the deal value
(cherry picked from commit 2cb09dde4bddd28584b8c35c86efb091a5e94d0b)
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2025-07-10 11:53:07 +00:00 |
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Shariq Ansari
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6e3737403d
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fix: store current day exchange rate when currency is updated in deal & organization
(cherry picked from commit d7ba5a5f629d5fe7cf3a00fddd8df7818e7b874d)
# Conflicts:
# crm/fcrm/doctype/crm_deal/crm_deal.json
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2025-07-10 11:53:07 +00:00 |
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Shariq Ansari
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910c1e0c78
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fix: remove crm currency exchange doctype
(cherry picked from commit a00bba35f872816895711ca04599b23012897aa7)
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2025-07-10 11:53:06 +00:00 |
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Shariq Ansari
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016af283ca
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fix: make currency read only once set
(cherry picked from commit 71db65d21c47db6098ff7e0a9ad3cfc8a966106b)
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2025-07-10 11:53:06 +00:00 |
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Shariq Ansari
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da04edccb2
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chore: updated/added number card tooltip
(cherry picked from commit 37d820a67c901e030b2034570cadddacf6d4a961)
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2025-07-10 11:53:06 +00:00 |
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Shariq Ansari
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6e71321e7d
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fix: convert to system currency and show deal value
(cherry picked from commit 4f02f0a4d7c3b947028b193a935eadc7d1c3462f)
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2025-07-10 11:53:06 +00:00 |
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Shariq Ansari
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e81c49ee7b
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fix: added date field in currency exchange doctype
(cherry picked from commit f4b81b376189dd1668a2391bff42e813c99af9e6)
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2025-07-10 11:53:06 +00:00 |
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Shariq Ansari
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37c931c9c2
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fix: store currency exchange in deal & organization
(cherry picked from commit 0be737914a7aaf70a55415419e31c0356b402d96)
# Conflicts:
# crm/fcrm/doctype/crm_deal/crm_deal.json
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2025-07-10 11:53:06 +00:00 |
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Shariq Ansari
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a59afeb327
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fix: created currency exchange doctype
(cherry picked from commit 1b0d966db02dd53962abf61233e61e6eac37d7fc)
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2025-07-10 11:53:05 +00:00 |
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Shariq Ansari
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39a419889f
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fix: only show sales user filter to manager
(cherry picked from commit f747e076ab6b1bc58eb4aa14fe01628317c0b2eb)
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2025-07-10 11:53:05 +00:00 |
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Shariq Ansari
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6caff5cd59
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fix: added filters and translated titles
(cherry picked from commit 4b12918ba5941ca34fc4149bb43354f8344513f8)
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2025-07-10 11:53:05 +00:00 |
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Shariq Ansari
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10cf868df5
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fix: show avg time number card based on closed_on date
(cherry picked from commit eddf8c9295d39a8c41db7ad67ef4fc2dd5ad671b)
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2025-07-10 11:53:04 +00:00 |
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