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Allow multiple addresses & contacts creation and linkage #102

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merged 34 commits into from
Mar 24, 2025
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@Aryan20 Aryan20 commented Mar 24, 2025

Description

This update enhances CRM functionality by introducing support for multiple addresses and contacts, fixing the text editor field in side panel by using a textarea in the side panel, and fixing the “in” filter for Kanban column fields. It also adds Google Calendar sync fields for events, enables renaming for leads and opportunities, and provides a button to convert prospects into customers. Additionally, it improves access control by hiding the create button for users without permission.

Testing Instructions

  • Create a customer from prospect
  • Add multiple contacts to lead, opportunity, customer, prospect
  • Add multiple addresses to lead, opportunity, customer, prospect
  • Create event with and without Google calendar sync
  • Open Kanban view and set a filter on the column field with "in" filter
  • Add a field to sidepanel layout which is a text editor in ERP Next and check if it appears as text area
  • Open CRM frontend from a user with read access but not create access and check the create button should be hidden

Checklist

  • I have carefully reviewed the code before submitting it for review.
  • This code is adequately covered by unit tests to validate its functionality.
  • I have conducted thorough testing to ensure it functions as intended.
  • A member of the QA team has reviewed and tested this PR (To be checked by QA or code reviewer)

References:
#74, #82, #83, #84, https://github.com/rtCamp/erp-rtcamp/issues/2075

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Aryan20 and others added 30 commits March 18, 2025 10:26

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remove un-needed code from prospect pages

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rename convert to opportunity in prospect

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hide create button for users without permission

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add buton to create customer from prospect

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shivamsn97 Shivam Saini

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use textarea for texeditor sidebar field

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Fix in filter when using the column field as filter

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Add Sync With Google Calendar fields in Events FE

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add rename ability to lead and opportunity

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Add functionality to add multiple addresses and contacts
Aryan20 and others added 4 commits March 24, 2025 10:35

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Add patch to add contact sidepanel section to lead

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Remove primary contact functionality from lead
@Aryan20 Aryan20 requested a review from niraj2477 March 24, 2025 11:15
@Aryan20 Aryan20 changed the title multiple addresses & contacts, doc renaming, texteditor textarea change, and filter fixes multiple addresses & contacts, doc renaming, other fixes Mar 24, 2025
@Aryan20 Aryan20 changed the title multiple addresses & contacts, doc renaming, other fixes multiple addresses & contacts, doc renaming, fixes Mar 24, 2025
@Aryan20 Aryan20 changed the title multiple addresses & contacts, doc renaming, fixes multiple addresses & contacts, doc renaming, kanban filter fix Mar 24, 2025
@niraj2477 niraj2477 changed the title multiple addresses & contacts, doc renaming, kanban filter fix Allow multiple addresses & contacts creaion and linkage Mar 24, 2025
@Aryan20 Aryan20 changed the title Allow multiple addresses & contacts creaion and linkage Allow multiple addresses & contacts creation and linkage Mar 24, 2025
@zeel-codder zeel-codder merged commit 9b9ab61 into main Mar 24, 2025
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4 participants