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246 commits

Author SHA1 Message Date
f7e90ebaeb feat: add backend models, serializers, views, and frontend page for sellers
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2026-11-10 19:25:31 +05:30
c3a887b192 fix(crm): resolve product rejection persistence by querying by product pk, fixing use:enhance form unmount, and returning reactive product status
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2026-11-08 18:06:19 +05:30
d7aa44979e feat: implement sellers serializers and frontend details views
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2026-11-08 17:30:31 +05:30
a4e46dc22c feat: add sellers app, database router, serializers, views, and frontend pages
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2026-11-08 17:09:07 +05:30
593c108c12 feat: add serializers and details page view for sellers
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2026-11-01 16:27:32 +05:30
2e84de4e85 feat: add beta deployment workflow and Django settings configuration
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2026-11-01 13:07:47 +05:30
4d6f1ad73e feat: add sellers app models, serializers, views, urls, and frontend UI pages
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2026-10-31 16:59:47 +05:30
0a9020d03b feat: Add full A-to-Z Seller and Customer management to Django-CRM
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2026-10-24 16:29:51 +05:30
831b08eabd fix(middleware): exempt /api/auth/login/ from org context requirement
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2026-10-24 15:16:40 +05:30
a2892a3cda feat(auth): enable sign in with user id/email and password
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2026-10-24 15:13:20 +05:30
840899636c Configure CRMDatabaseRouter, Tradhox CORS/CSRF/hosts, and weasyprint dependencies
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2026-10-24 14:06:32 +05:30
0fdfc34e83 Configure workflow to package backend only and add deployment configuration files 2026-10-24 13:24:10 +05:30
398173d1b3 Configure PostgreSQL strictly and set tradhoxcrm database settings 2026-10-24 13:09:40 +05:30
Ashwin
e91258eed5 Record where each new org came from, alert stale deals only for orgs in use, and offer industries on the phone's new-org screen (1.25.0) 2026-10-24 11:34:07 +05:30
Ashwin
f5c06542bc Show only the modules an org uses, on web and phone (1.24.0) 2026-10-23 19:16:58 +05:30
Ashwin
0e8735bf4e Let an org switch whole modules off (1.23.0) 2026-10-23 15:22:09 +05:30
Ashwin
cffe004746 Link a deal only to an account its editor can open, and hide automation where the API has none (1.22.1) 2026-10-22 20:11:24 +05:30
Ashwin
5341cd86a3 Add automation rule screens on web and phone (1.22.0) 2026-10-22 18:37:19 +05:30
Ashwin
51c2cac655 Add automation rules that run on record changes (1.21.0) 2026-10-22 12:06:13 +05:30
Ashwin
0643e84c82 Re-check custom objects before Related once the 404 memo lapses (1.20.1) 2026-10-21 20:48:08 +05:30
Ashwin
785d6ccb87 Add custom object pages and screens, hidden unless the server offers them (1.20.0) 2026-10-21 20:39:48 +05:30
Ashwin
27164b04cc Add custom-object hooks to the object registry (1.19.0) 2026-10-21 15:15:37 +05:30
Ashwin
5ea76eb9a1 phase 1 2026-10-21 10:36:05 +05:30
Ashwin
601ca1da48 clean up 2026-10-21 09:25:18 +05:30
Ashwin
f3a7aa786b bug fix 2026-10-21 08:26:49 +05:30
Ashwin
39aff5012a Merge branch 'master' of https://github.com/django-crm/Django-CRM into dev 2026-10-21 07:14:59 +05:30
Ashwin
7159dd9559 bug fix 2026-10-21 07:14:36 +05:30
Ashwin
3b90b5a08e upload 2026-10-20 21:48:14 +05:30
Ashwin
737b49c477 Update project branding to reflect focus on AI and people
- Revised README.md, schema.yml, and various mobile files to change the project description to "CRM for AI and People."
- Updated the description in pyproject.toml and mobile pubspec.yaml for consistency.
- Adjusted splash screen text in the mobile app to align with the new branding.
2026-10-20 14:46:51 +05:30
Ashwin
ce02cda571 Update license and project details to reflect new ownership and version increment
- Updated LICENSE file to include copyright for RunCode Inc. (2026).
- Revised README.md to change commercial support contact and sponsorship details to RunCode Inc.
- Incremented version number in pyproject.toml and uv.lock from 1.17.0 to 1.17.1.
- Removed outdated funding.json file and updated frontend README for clarity on project structure and setup.
- Adjusted login page links for terms of service.
2026-10-20 14:15:21 +05:30
Ashwin Kumar
427af670c5
Merge pull request #847 from moneebullah25/fix/time-entry-put-invoiced
fix(time-entries): reject PUT on already-invoiced entries
2026-10-19 22:04:36 +05:30
moneebullah25
90e292fc26 fix(time-entries): lock the entry row on PUT/DELETE and widen the invoiced-PUT test 2026-10-18 16:10:54 -04:00
moneebullah25
a87c7e318d fix(time-entries): reject PUT on already-invoiced entries 2026-10-18 16:00:40 -04:00
moneebullah25
75b53a8b2c fix(cases): assert nrt_breach drilldown ids and keep agents bucket as profile_id 2026-10-18 15:47:04 -04:00
moneebullah25
be669d1167 fix(cases): reject unknown analytics drilldown buckets and non-UUID agent bucket 2026-10-18 15:38:13 -04:00
Rostyslav Kravchuk
fec9295462 docs(email): correct the EMAIL_BACKEND default in the backend README 2026-10-16 20:04:24 +03:00
Rostyslav Kravchuk
8dc219da1a feat(email): configure outbound mail through MAILERS and allow SMTP from env
Move outbound email off Django's deprecated EMAIL_* settings onto Django
6.1's MAILERS setting, and make the SMTP backend configurable from env
vars (EMAIL_HOST/PORT/HOST_USER/HOST_PASSWORD/USE_TLS/USE_SSL/TIMEOUT).
Auth-email Celery tasks now catch OSError alongside ClientError so an
SMTP failure is logged instead of raising. Documents Mailtrap as the
example SMTP provider.
2026-10-16 20:04:24 +03:00
Ashwin
f6e453098b Refactor imports to use new aliasing convention and update environment variable handling
- Changed imports from '$lib' to '#lib' for consistency across the codebase.
- Updated environment variable imports to use the new structure from '$app/env/public' and '$app/env/private'.
- Removed deprecated svelte.config.js and adjusted vite.config.js to accommodate new configurations.
- Added stubs for environment variables in tests to ensure compatibility with the new import structure.
2026-10-15 20:38:58 +05:30
Ashwin
8eb68b5431 feat: implement invoice and estimate numbering settings (#802)
- Added fields for invoice and estimate number prefixes, date parts, padding, and starting numbers in the organization settings.
- Updated the organization edit and display screens to show examples of new invoice and estimate numbers based on the selected settings.
- Introduced validation for number prefixes and padding, ensuring compliance with server requirements.
- Implemented tests for the new numbering functionality, covering various scenarios including prefix validation and starting number rules.
- Enhanced the mobile app to reflect these changes in the organization settings and display screens.
2026-10-15 19:38:02 +05:30
Ashwin
8d79ff0c2e feat: add account statement feature with PDF download
- Implemented a new endpoint for generating account statements as PDFs.
- Added API configuration for fetching account statements and their PDFs.
- Created data models for account statements, including sections and entries.
- Developed a provider for managing account statement data retrieval.
- Introduced a new screen for displaying account statements with options to change the date range.
- Enhanced the account detail screen to include a button for accessing statements.
- Implemented unit tests for account statement functionality and provider behavior.
- Updated invoice formatting to correctly display negative amounts for payments and credits.
2026-10-15 18:45:23 +05:30
Ashwin
042a543353 feat(routing): implement RE2 for regex conditions to prevent catastrophic backtracking 2026-10-15 17:49:26 +05:30
Ashwin
00f13ec90d feat(bulk): enforce a maximum of 200 IDs for bulk update/delete actions and handle refusals gracefully 2026-10-15 17:23:18 +05:30
Ashwin
a8961a4819 feat(upload): enforce upload size limit to prevent memory overload 2026-10-15 13:12:35 +05:30
Ashwin
393dd3ed91 feat(upload): implement file size validation for document and logo uploads 2026-10-15 13:04:37 +05:30
Ashwin
237b617339 feat(pdf): escape field values in custom invoice templates to prevent markup injection
chore: bump version to 1.14.8 in pyproject.toml and uv.lock
2026-10-15 12:42:20 +05:30
Ashwin
61d9d085c4 feat(email): enforce server-set sender email and prevent template injection in email body 2026-10-15 12:27:56 +05:30
Ashwin
10af001387 feat(import): handle archived tags as row errors in CSV imports 2026-10-15 11:58:58 +05:30
Ashwin Kumar
a197ac4134
Merge pull request #817 from moneebullah25/fix/lead-import-archived-tag
fix(leads): report archived tags in a CSV import as row errors
2026-10-15 11:45:41 +05:30
moneebullah25
ea3ce09420 style: apply ruff format to lead import tests 2026-10-14 11:12:46 -04:00
moneebullah25
c415d50c12 fix(leads): report archived tags as import row errors instead of restoring them 2026-10-14 10:54:05 -04:00