feat: auto assign lead/opportunity to lead owner, customer account manager
This commit is contained in:
Rushabh Mehta
parent
0ff5a7b30f
commit
4f49ce4124
File diff suppressed because it is too large
Load Diff
@ -9,6 +9,7 @@ from frappe.model.mapper import get_mapped_doc
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from erpnext.setup.utils import get_exchange_rate
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from erpnext.utilities.transaction_base import TransactionBase
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from erpnext.accounts.party import get_party_account_currency
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from frappe.desk.form import assign_to
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subject_field = "title"
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sender_field = "contact_email"
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@ -153,6 +154,9 @@ class Opportunity(TransactionBase):
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def on_update(self):
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self.add_calendar_event()
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# assign to customer account manager or lead owner
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assign_to_user(self, subject_field)
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def add_calendar_event(self, opts=None, force=False):
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if not opts:
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opts = frappe._dict()
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@ -329,3 +333,19 @@ def auto_close_opportunity():
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doc.flags.ignore_permissions = True
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doc.flags.ignore_mandatory = True
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doc.save()
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def assign_to_user(doc, subject_field):
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assign_user = None
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if doc.customer:
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assign_user = frappe.db.get_value('Customer', doc.customer, 'account_manager')
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elif doc.lead:
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assign_user = frappe.db.get_value('Lead', doc.lead, 'lead_owner')
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if assign_user:
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if not assign_to.get(dict(doctype = doc.doctype, name = doc.name)):
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assign_to.add({
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"assign_to": assign_user,
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"doctype": doc.doctype,
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"name": doc.name,
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"description": doc.get(subject_field)
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})
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@ -3,10 +3,11 @@
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from __future__ import unicode_literals
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import frappe
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from frappe.utils import today
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from frappe.utils import today, random_string
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from erpnext.crm.doctype.lead.lead import make_customer
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from erpnext.crm.doctype.opportunity.opportunity import make_quotation
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import unittest
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from frappe.desk.form import assign_to
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test_records = frappe.get_test_records('Opportunity')
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@ -27,9 +28,10 @@ class TestOpportunity(unittest.TestCase):
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self.assertEqual(doc.status, "Quotation")
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def test_make_new_lead_if_required(self):
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new_lead_email_id = "new{}@example.com".format(random_string(5))
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args = {
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"doctype": "Opportunity",
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"contact_email":"new.opportunity@example.com",
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"contact_email": new_lead_email_id,
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"opportunity_type": "Sales",
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"with_items": 0,
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"transaction_date": today()
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@ -40,13 +42,13 @@ class TestOpportunity(unittest.TestCase):
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self.assertTrue(opp_doc.lead)
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self.assertEqual(opp_doc.enquiry_from, "Lead")
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self.assertEqual(frappe.db.get_value("Lead", opp_doc.lead, "email_id"),
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'new.opportunity@example.com')
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new_lead_email_id)
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# create new customer and create new contact against 'new.opportunity@example.com'
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customer = make_customer(opp_doc.lead).insert(ignore_permissions=True)
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frappe.get_doc({
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"doctype": "Contact",
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"email_id": "new.opportunity@example.com",
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"email_id": new_lead_email_id,
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"first_name": "_Test Opportunity Customer",
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"links": [{
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"link_doctype": "Customer",
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@ -59,6 +61,21 @@ class TestOpportunity(unittest.TestCase):
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self.assertEqual(opp_doc.enquiry_from, "Customer")
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self.assertEqual(opp_doc.customer, customer.name)
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def test_assignment(self):
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# assign cutomer account manager
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frappe.db.set_value('Customer', '_Test Customer', 'account_manager', 'test1@example.com')
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doc = make_opportunity(with_items=0)
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self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test1@example.com')
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# assign lead owner
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frappe.db.set_value('Customer', '_Test Customer', 'account_manager', '')
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frappe.db.set_value('Lead', '_T-Lead-00001', 'lead_owner', 'test2@example.com')
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doc = make_opportunity(with_items=0, enquiry_from='Lead')
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self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test2@example.com')
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def make_opportunity(**args):
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args = frappe._dict(args)
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@ -75,7 +92,7 @@ def make_opportunity(**args):
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opp_doc.customer = args.customer or "_Test Customer"
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if opp_doc.enquiry_from == 'Lead':
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opp_doc.customer = args.lead or "_T-Lead-00001"
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opp_doc.lead = args.lead or "_T-Lead-00001"
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if args.with_items:
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opp_doc.append('items', {
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@ -22,6 +22,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "basic_info",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -56,6 +57,7 @@
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"collapsible": 0,
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"columns": 0,
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"default": "",
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"fetch_if_empty": 0,
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"fieldname": "naming_series",
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"fieldtype": "Select",
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"hidden": 0,
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@ -89,6 +91,7 @@
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"collapsible": 0,
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"columns": 0,
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"depends_on": "eval:doc.customer_type!='Company'",
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"fetch_if_empty": 0,
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"fieldname": "salutation",
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"fieldtype": "Link",
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"hidden": 0,
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@ -122,6 +125,7 @@
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"bold": 1,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "customer_name",
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"fieldtype": "Data",
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"hidden": 0,
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@ -156,6 +160,7 @@
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"collapsible": 0,
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"columns": 0,
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"depends_on": "eval:doc.customer_type != 'Company'",
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"fetch_if_empty": 0,
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"fieldname": "gender",
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"fieldtype": "Link",
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"hidden": 0,
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@ -190,6 +195,7 @@
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"collapsible": 0,
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"columns": 0,
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"default": "Company",
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"fetch_if_empty": 0,
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"fieldname": "customer_type",
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"fieldtype": "Select",
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"hidden": 0,
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@ -224,6 +230,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "default_bank_account",
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"fieldtype": "Link",
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"hidden": 0,
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@ -257,6 +264,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "lead_name",
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"fieldtype": "Link",
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"hidden": 0,
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@ -291,6 +299,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "image",
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"fieldtype": "Attach Image",
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"hidden": 1,
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@ -323,6 +332,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "column_break0",
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"fieldtype": "Column Break",
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"hidden": 0,
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@ -347,6 +357,40 @@
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"unique": 0,
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"width": "50%"
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},
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "account_manager",
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"fieldtype": "Link",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Account Manager",
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"length": 0,
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"no_copy": 0,
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"options": "User",
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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@ -355,6 +399,7 @@
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"collapsible": 0,
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"columns": 0,
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"description": "",
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"fetch_if_empty": 0,
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"fieldname": "customer_group",
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"fieldtype": "Link",
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"hidden": 0,
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@ -390,6 +435,7 @@
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"collapsible": 0,
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"columns": 0,
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"description": "",
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"fetch_if_empty": 0,
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"fieldname": "territory",
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"fieldtype": "Link",
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"hidden": 0,
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@ -424,6 +470,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "tax_id",
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"fieldtype": "Data",
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"hidden": 0,
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@ -456,6 +503,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "tax_category",
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"fieldtype": "Link",
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"hidden": 0,
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@ -490,6 +538,7 @@
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"collapsible": 0,
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"columns": 0,
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"default": "0",
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"fetch_if_empty": 0,
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"fieldname": "disabled",
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"fieldtype": "Check",
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"hidden": 0,
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@ -523,6 +572,7 @@
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"collapsible": 0,
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"columns": 0,
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"default": "0",
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"fetch_if_empty": 0,
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"fieldname": "is_internal_customer",
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"fieldtype": "Check",
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"hidden": 0,
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@ -556,6 +606,7 @@
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"collapsible": 0,
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"columns": 0,
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"depends_on": "is_internal_customer",
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"fetch_if_empty": 0,
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"fieldname": "represents_company",
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"fieldtype": "Link",
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"hidden": 0,
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@ -590,6 +641,7 @@
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"collapsible": 0,
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"columns": 0,
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"depends_on": "represents_company",
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"fetch_if_empty": 0,
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"fieldname": "allowed_to_transact_section",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -623,6 +675,7 @@
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"collapsible": 0,
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"columns": 0,
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"depends_on": "represents_company",
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"fetch_if_empty": 0,
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"fieldname": "companies",
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"fieldtype": "Table",
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"hidden": 0,
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@ -656,6 +709,7 @@
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"bold": 0,
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"collapsible": 1,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "currency_and_price_list",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -688,6 +742,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "default_currency",
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"fieldtype": "Link",
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"hidden": 0,
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@ -720,6 +775,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "default_price_list",
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"fieldtype": "Link",
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"hidden": 0,
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@ -752,6 +808,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "column_break_14",
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"fieldtype": "Column Break",
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"hidden": 0,
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@ -783,6 +840,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "language",
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"fieldtype": "Link",
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"hidden": 0,
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@ -817,6 +875,7 @@
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"collapsible": 0,
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"columns": 0,
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"depends_on": "eval:!doc.__islocal",
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"fetch_if_empty": 0,
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"fieldname": "address_contacts",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -849,6 +908,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "address_html",
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"fieldtype": "HTML",
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"hidden": 0,
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@ -880,6 +940,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "website",
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"fieldtype": "Data",
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"hidden": 0,
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@ -911,6 +972,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "column_break1",
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"fieldtype": "Column Break",
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"hidden": 0,
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@ -942,6 +1004,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "contact_html",
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"fieldtype": "HTML",
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"hidden": 0,
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@ -975,6 +1038,7 @@
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"collapsible": 0,
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"columns": 0,
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"description": "Select, to make the customer searchable with these fields",
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"fetch_if_empty": 0,
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"fieldname": "primary_address_and_contact_detail",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -1008,6 +1072,7 @@
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"collapsible": 0,
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"columns": 0,
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"description": "Reselect, if the chosen contact is edited after save",
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"fetch_if_empty": 0,
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"fieldname": "customer_primary_contact",
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"fieldtype": "Link",
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"hidden": 0,
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@ -1042,6 +1107,7 @@
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"collapsible": 0,
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"columns": 0,
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"fetch_from": "customer_primary_contact.mobile_no",
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"fetch_if_empty": 0,
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"fieldname": "mobile_no",
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"fieldtype": "Read Only",
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"hidden": 0,
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@ -1076,6 +1142,7 @@
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"collapsible": 0,
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"columns": 0,
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"fetch_from": "customer_primary_contact.email_id",
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"fetch_if_empty": 0,
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"fieldname": "email_id",
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"fieldtype": "Read Only",
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"hidden": 0,
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@ -1109,6 +1176,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "column_break_26",
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"fieldtype": "Column Break",
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"hidden": 0,
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@ -1141,6 +1209,7 @@
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"collapsible": 0,
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"columns": 0,
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"description": "Reselect, if the chosen address is edited after save",
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"fetch_if_empty": 0,
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"fieldname": "customer_primary_address",
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"fieldtype": "Link",
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"hidden": 0,
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@ -1175,6 +1244,7 @@
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"collapsible": 0,
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"columns": 0,
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"default": "",
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"fetch_if_empty": 0,
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"fieldname": "primary_address",
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"fieldtype": "Read Only",
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"hidden": 0,
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@ -1209,6 +1279,7 @@
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"collapsible": 1,
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"collapsible_depends_on": "",
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "default_receivable_accounts",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -1242,6 +1313,7 @@
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"columns": 0,
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"depends_on": "",
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"description": "Mention if non-standard receivable account",
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"fetch_if_empty": 0,
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"fieldname": "accounts",
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"fieldtype": "Table",
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"hidden": 0,
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@ -1275,6 +1347,7 @@
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"collapsible": 1,
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"collapsible_depends_on": "",
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"columns": 0,
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"fetch_if_empty": 0,
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"fieldname": "credit_limit_section",
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"fieldtype": "Section Break",
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"hidden": 0,
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@ -1307,6 +1380,7 @@
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "credit_limit",
|
||||
"fieldtype": "Currency",
|
||||
"hidden": 0,
|
||||
@ -1342,6 +1416,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"default": "0",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "bypass_credit_limit_check_at_sales_order",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
@ -1374,6 +1449,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "column_break_34",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
@ -1406,6 +1482,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"depends_on": "",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "payment_terms",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -1440,6 +1517,7 @@
|
||||
"collapsible": 1,
|
||||
"collapsible_depends_on": "customer_details",
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "more_info",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -1474,6 +1552,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "Additional information regarding the customer.",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "customer_details",
|
||||
"fieldtype": "Text",
|
||||
"hidden": 0,
|
||||
@ -1507,6 +1586,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "column_break_45",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
@ -1538,6 +1618,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "market_segment",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -1571,6 +1652,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "industry",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -1604,6 +1686,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "is_frozen",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
@ -1636,6 +1719,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 1,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "column_break_38",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -1668,6 +1752,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "loyalty_program",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -1701,6 +1786,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "loyalty_program_tier",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -1734,6 +1820,7 @@
|
||||
"collapsible": 1,
|
||||
"collapsible_depends_on": "default_sales_partner",
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "sales_team_section_break",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -1767,6 +1854,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "default_sales_partner",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -1801,6 +1889,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "default_commission_rate",
|
||||
"fieldtype": "Float",
|
||||
"hidden": 0,
|
||||
@ -1835,6 +1924,7 @@
|
||||
"collapsible": 1,
|
||||
"collapsible_depends_on": "sales_team",
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "sales_team_section",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -1867,6 +1957,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "sales_team",
|
||||
"fieldtype": "Table",
|
||||
"hidden": 0,
|
||||
@ -1901,6 +1992,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "customer_pos_id",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -1928,18 +2020,17 @@
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"icon": "fa fa-user",
|
||||
"idx": 363,
|
||||
"image_field": "image",
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2019-01-17 13:10:24.360876",
|
||||
"menu_index": 0,
|
||||
"modified": "2019-04-12 08:45:39.357491",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Selling",
|
||||
"name": "Customer",
|
||||
@ -2120,7 +2211,6 @@
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"search_fields": "customer_name,customer_group,territory, mobile_no,primary_address",
|
||||
"show_name_in_global_search": 1,
|
||||
"sort_order": "ASC",
|
||||
@ -2128,4 +2218,4 @@
|
||||
"track_changes": 1,
|
||||
"track_seen": 0,
|
||||
"track_views": 0
|
||||
}
|
||||
}
|
||||
@ -12,6 +12,7 @@ from datetime import datetime, timedelta
|
||||
from frappe.model.mapper import get_mapped_doc
|
||||
from frappe.utils.user import is_website_user
|
||||
from ..service_level_agreement.service_level_agreement import get_active_service_level_agreement_for
|
||||
from erpnext.crm.doctype.opportunity.opportunity import assign_to_user
|
||||
|
||||
sender_field = "raised_by"
|
||||
|
||||
@ -40,6 +41,9 @@ class Issue(Document):
|
||||
self.create_communication()
|
||||
self.flags.communication_created = None
|
||||
|
||||
# assign to customer account manager or lead owner
|
||||
assign_to_user(self, 'subject')
|
||||
|
||||
def set_lead_contact(self, email_id):
|
||||
import email.utils
|
||||
|
||||
|
||||
@ -8,8 +8,14 @@ from erpnext.support.doctype.service_level_agreement.test_service_level_agreemen
|
||||
from frappe.utils import now_datetime
|
||||
import datetime
|
||||
from datetime import timedelta
|
||||
from frappe.desk.form import assign_to
|
||||
|
||||
class TestIssue(unittest.TestCase):
|
||||
def test_assignment(self):
|
||||
frappe.db.set_value('Customer', '_Test Customer', 'account_manager', 'test1@example.com')
|
||||
doc = make_issue(customer='_Test Customer')
|
||||
self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test1@example.com')
|
||||
|
||||
|
||||
def test_response_time_and_resolution_time_based_on_different_sla(self):
|
||||
make_service_level_agreement()
|
||||
@ -54,7 +60,7 @@ class TestIssue(unittest.TestCase):
|
||||
|
||||
|
||||
|
||||
def make_issue(creation, customer=None):
|
||||
def make_issue(creation=None, customer=None):
|
||||
|
||||
issue = frappe.get_doc({
|
||||
"doctype": "Issue",
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user