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410 Commits

Author SHA1 Message Date
Shariq Ansari
52bc66dc3d fix: updated default manager dashboard 
(cherry picked from commit c8f01f08ed36ee357778442ca9f04127806117bf)
 2025-07-15 08:00:11 +00:00
Shariq Ansari
4d7a5f17d6 fix: renamed blank card to spacer 
(cherry picked from commit d79341b6d9b2c9fec00471f48cbb70cebd98e21d)
 2025-07-15 08:00:10 +00:00
Shariq Ansari
ba0ef22911 fix: allow force reset manager dashboard 
(cherry picked from commit 84738ba00cb08a71f4902617dff62b5ba1d99a09)
 2025-07-15 08:00:10 +00:00
Shariq Ansari
d099d7e3e5 fix: updated default manager dashboard 
(cherry picked from commit 3b0a8d8e4bb3248e56589d23f817e4b04c2cd2cd)
 2025-07-15 08:00:10 +00:00
Shariq Ansari
6f71d738b3 fix: create default manager dashboard if not exists 
(cherry picked from commit 05b8cea2066e27a8dbcf14aa5a8ae402f13e2130)
 2025-07-15 08:00:09 +00:00
Shariq Ansari
8defe6285f fix: added crm dashboard doctype to store dashboard layout 
(cherry picked from commit ed2208fe75de2d4d7f2e6f27cf036d2f058088b1)
 2025-07-15 08:00:06 +00:00
Shariq Ansari
1a672dd274 fix: to status type is not accessible 
(cherry picked from commit 28facd66c417e2733215c8efd807e4157586ec89)
 2025-07-15 07:09:50 +00:00
Shariq Ansari
64f4ed62ce fix: to status type is not accessible 
(cherry picked from commit 38a2fa87c32742bef1c8ee2bf3b1e662751a8475)
 2025-07-15 06:49:32 +00:00
Shariq Ansari
6efd81073d fix: removed currency exchange and added exchange rate field 
(cherry picked from commit 7c4718ad0290629bc69ed9d170c384836b665f54)
 2025-07-15 06:22:23 +00:00
Shariq Ansari
da5192bee3 fix: store deal status type in status log 
(cherry picked from commit e59547da30ad1dc783787e7d0760f94ea3b95272)
 2025-07-13 09:46:21 +00:00
Shariq Ansari
107eeae116 fix: used closed_date instead of closed_on and set closed_date if status type is Won 
(cherry picked from commit f82019e510612bd9803f9947240d155479d5d665)
 2025-07-13 09:46:21 +00:00
Shariq Ansari
209da0f84e fix: used expected closed date & deal value for forecasting 
(cherry picked from commit 7fc26a5202b89476ec5e277601243cf8299ed10f)
 2025-07-13 09:46:21 +00:00
Shariq Ansari
a6c60ffecb fix: added closed_date removed closed_on & added expected_deal_value & expected_closure_date field 
(cherry picked from commit dcb1e475646e0f0c7096241fcb5bbeb997685230)
 2025-07-13 09:46:21 +00:00
Shariq Ansari
d52ee6653c fix: show lost reason modal if status of type Lost is set 
(cherry picked from commit 51530b760830002e9ba3f8bc8cce69d94fd51d9c)
 2025-07-13 09:46:19 +00:00
Shariq Ansari
5bd01ca7d9 fix: added type of deal status field 
(cherry picked from commit 210a9d8d0635f296a72e65e1ce2899d274b5a6fa)
 2025-07-13 09:46:18 +00:00
Shariq Ansari
b95565a70c
chore: resolved conflict 2025-07-10 17:26:27 +05:30
Shariq Ansari
61c2180498 fix: remove mandatory from currency field in crm settings 
(cherry picked from commit 36320f61aba9b7e1365f3c1ceccfbe53d181fd94)
 2025-07-10 11:53:09 +00:00
Shariq Ansari
69780ecbd9 refactor: get exchange rate api 
(cherry picked from commit a5d3694386bbeff789a8feea76323f5d41509198)
 2025-07-10 11:53:08 +00:00
Shariq Ansari
6e3737403d 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
 2025-07-10 11:53:07 +00:00
Shariq Ansari
910c1e0c78 fix: remove crm currency exchange doctype 
(cherry picked from commit a00bba35f872816895711ca04599b23012897aa7)
 2025-07-10 11:53:06 +00:00
Shariq Ansari
016af283ca fix: make currency read only once set 
(cherry picked from commit 71db65d21c47db6098ff7e0a9ad3cfc8a966106b)
 2025-07-10 11:53:06 +00:00
Shariq Ansari
e81c49ee7b fix: added date field in currency exchange doctype 
(cherry picked from commit f4b81b376189dd1668a2391bff42e813c99af9e6)
 2025-07-10 11:53:06 +00:00
Shariq Ansari
37c931c9c2 fix: store currency exchange in deal & organization 
(cherry picked from commit 0be737914a7aaf70a55415419e31c0356b402d96)

# Conflicts:
#	crm/fcrm/doctype/crm_deal/crm_deal.json
 2025-07-10 11:53:06 +00:00
Shariq Ansari
a59afeb327 fix: created currency exchange doctype 
(cherry picked from commit 1b0d966db02dd53962abf61233e61e6eac37d7fc)
 2025-07-10 11:53:05 +00:00
Shariq Ansari
63542f79c7 fix: capture closed on datetime when deal marked as Won 
(cherry picked from commit 6450b69ae72ef2b7d57e30dacd314b27400e32ba)

# Conflicts:
#	crm/fcrm/doctype/crm_deal/crm_deal.json
 2025-07-10 11:53:04 +00:00
Shariq Ansari
be7154506f fix: update primary mobile_no & email in deal if contact is updated 
(cherry picked from commit 96200aebe607ecfdabfcb0a4f0ea7dfa4beab213)
 2025-07-05 09:03:53 +00:00
Shariq Ansari
ca52a29b6e fix: made mobile_no, email & phone readonly since it captures primary contacts data 
(cherry picked from commit bcfe4b6a4991c731f40f1a17fbf3454b1879ffc8)
 2025-07-05 09:03:53 +00:00
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
29132f6f23 fix: add default probabilities in deal status 
(cherry picked from commit 6d3268a61ecd96710f2c7d1cede33a5cc6f939d6)
 2025-07-01 11:20:51 +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
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
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
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
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