From 4f49ce4124c60f07484095b7111f587ecf0ff9cd Mon Sep 17 00:00:00 2001 From: Rushabh Mehta Date: Fri, 12 Apr 2019 09:04:17 +0530 Subject: [PATCH] feat: auto assign lead/opportunity to lead owner, customer account manager --- erpnext/crm/doctype/lead/lead.json | 3011 +++++++++-------- .../crm/doctype/opportunity/opportunity.py | 20 + .../doctype/opportunity/test_opportunity.py | 27 +- .../selling/doctype/customer/customer.json | 100 +- erpnext/support/doctype/issue/issue.py | 4 + erpnext/support/doctype/issue/test_issue.py | 8 +- 6 files changed, 1673 insertions(+), 1497 deletions(-) diff --git a/erpnext/crm/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json index b0be2a9f48..f1c2a9b4f1 100644 --- a/erpnext/crm/doctype/lead/lead.json +++ b/erpnext/crm/doctype/lead/lead.json @@ -1,1525 +1,1564 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 0, - "creation": 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- "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-10-02 09:12:23.415379", - "modified_by": "Administrator", - "module": "CRM", - "name": "Lead", - "name_case": "Title Case", - "owner": "Administrator", + ], + "has_web_view": 0, + "hide_toolbar": 0, + "icon": "fa fa-user", + "idx": 5, + "image_field": "image", + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "menu_index": 0, + "modified": "2019-04-11 22:12:50.029368", + "modified_by": "Administrator", + "module": "CRM", + "name": "Lead", + "name_case": "Title Case", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 0, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 1, - "print": 0, - "read": 1, - "report": 1, - "role": "All", - "set_user_permissions": 0, - "share": 0, - "submit": 0, + "amend": 0, + "cancel": 0, + 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- "set_user_permissions": 0, - "share": 1, - "submit": 0, + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 1, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 0, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 0, + "email": 1, + "export": 0, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 0, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 1, - "print": 0, - "read": 1, - "report": 1, - "role": "Sales Manager", - "set_user_permissions": 0, - "share": 0, - "submit": 0, + "amend": 0, + "cancel": 0, + "create": 0, + "delete": 0, + "email": 0, + "export": 0, + "if_owner": 0, + "import": 0, + "permlevel": 1, + "print": 0, + "read": 1, + "report": 1, + "role": "Sales Manager", + "set_user_permissions": 0, + "share": 0, + "submit": 0, "write": 0 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 0, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 1, - "print": 0, - "read": 1, - "report": 1, - "role": "Sales User", - "set_user_permissions": 0, - "share": 0, - "submit": 0, + "amend": 0, + "cancel": 0, + "create": 0, + "delete": 0, + "email": 0, + "export": 0, + "if_owner": 0, + "import": 0, + "permlevel": 1, + "print": 0, + "read": 1, + "report": 1, + "role": "Sales User", + "set_user_permissions": 0, + "share": 0, + "submit": 0, "write": 0 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "search_fields": "lead_name,lead_owner,status", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "lead_name", - "track_changes": 0, - "track_seen": 0, + ], + "quick_entry": 0, + "read_only": 0, + "search_fields": "lead_name,lead_owner,status", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "lead_name", + "track_changes": 0, + "track_seen": 0, "track_views": 0 -} +} \ No newline at end of file diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index 076e075466..a57a844545 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -9,6 +9,7 @@ from frappe.model.mapper import get_mapped_doc from erpnext.setup.utils import get_exchange_rate from erpnext.utilities.transaction_base import TransactionBase from erpnext.accounts.party import get_party_account_currency +from frappe.desk.form import assign_to subject_field = "title" sender_field = "contact_email" @@ -153,6 +154,9 @@ class Opportunity(TransactionBase): def on_update(self): self.add_calendar_event() + # assign to customer account manager or lead owner + assign_to_user(self, subject_field) + def add_calendar_event(self, opts=None, force=False): if not opts: opts = frappe._dict() @@ -329,3 +333,19 @@ def auto_close_opportunity(): doc.flags.ignore_permissions = True doc.flags.ignore_mandatory = True doc.save() + +def assign_to_user(doc, subject_field): + assign_user = None + if doc.customer: + assign_user = frappe.db.get_value('Customer', doc.customer, 'account_manager') + elif doc.lead: + assign_user = frappe.db.get_value('Lead', doc.lead, 'lead_owner') + + if assign_user: + if not assign_to.get(dict(doctype = doc.doctype, name = doc.name)): + assign_to.add({ + "assign_to": assign_user, + "doctype": doc.doctype, + "name": doc.name, + "description": doc.get(subject_field) + }) diff --git a/erpnext/crm/doctype/opportunity/test_opportunity.py b/erpnext/crm/doctype/opportunity/test_opportunity.py index ef2945b41f..0dab01da7e 100644 --- a/erpnext/crm/doctype/opportunity/test_opportunity.py +++ b/erpnext/crm/doctype/opportunity/test_opportunity.py @@ -3,10 +3,11 @@ from __future__ import unicode_literals import frappe -from frappe.utils import today +from frappe.utils import today, random_string from erpnext.crm.doctype.lead.lead import make_customer from erpnext.crm.doctype.opportunity.opportunity import make_quotation import unittest +from frappe.desk.form import assign_to test_records = frappe.get_test_records('Opportunity') @@ -27,9 +28,10 @@ class TestOpportunity(unittest.TestCase): self.assertEqual(doc.status, "Quotation") def test_make_new_lead_if_required(self): + new_lead_email_id = "new{}@example.com".format(random_string(5)) args = { "doctype": "Opportunity", - "contact_email":"new.opportunity@example.com", + "contact_email": new_lead_email_id, "opportunity_type": "Sales", "with_items": 0, "transaction_date": today() @@ -40,13 +42,13 @@ class TestOpportunity(unittest.TestCase): self.assertTrue(opp_doc.lead) self.assertEqual(opp_doc.enquiry_from, "Lead") self.assertEqual(frappe.db.get_value("Lead", opp_doc.lead, "email_id"), - 'new.opportunity@example.com') + new_lead_email_id) # create new customer and create new contact against 'new.opportunity@example.com' customer = make_customer(opp_doc.lead).insert(ignore_permissions=True) frappe.get_doc({ "doctype": "Contact", - "email_id": "new.opportunity@example.com", + "email_id": new_lead_email_id, "first_name": "_Test Opportunity Customer", "links": [{ "link_doctype": "Customer", @@ -59,6 +61,21 @@ class TestOpportunity(unittest.TestCase): self.assertEqual(opp_doc.enquiry_from, "Customer") self.assertEqual(opp_doc.customer, customer.name) + def test_assignment(self): + # assign cutomer account manager + frappe.db.set_value('Customer', '_Test Customer', 'account_manager', 'test1@example.com') + doc = make_opportunity(with_items=0) + + self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test1@example.com') + + # assign lead owner + frappe.db.set_value('Customer', '_Test Customer', 'account_manager', '') + frappe.db.set_value('Lead', '_T-Lead-00001', 'lead_owner', 'test2@example.com') + doc = make_opportunity(with_items=0, enquiry_from='Lead') + + self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test2@example.com') + + def make_opportunity(**args): args = frappe._dict(args) @@ -75,7 +92,7 @@ def make_opportunity(**args): opp_doc.customer = args.customer or "_Test Customer" if opp_doc.enquiry_from == 'Lead': - opp_doc.customer = args.lead or "_T-Lead-00001" + opp_doc.lead = args.lead or "_T-Lead-00001" if args.with_items: opp_doc.append('items', { diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json index a3341895ac..8c30528960 100644 --- a/erpnext/selling/doctype/customer/customer.json +++ b/erpnext/selling/doctype/customer/customer.json @@ -22,6 +22,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "basic_info", "fieldtype": "Section Break", "hidden": 0, @@ -56,6 +57,7 @@ "collapsible": 0, "columns": 0, "default": "", + "fetch_if_empty": 0, "fieldname": "naming_series", "fieldtype": "Select", "hidden": 0, @@ -89,6 +91,7 @@ "collapsible": 0, "columns": 0, "depends_on": "eval:doc.customer_type!='Company'", + "fetch_if_empty": 0, "fieldname": "salutation", "fieldtype": "Link", "hidden": 0, @@ -122,6 +125,7 @@ "bold": 1, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "customer_name", "fieldtype": "Data", "hidden": 0, @@ -156,6 +160,7 @@ "collapsible": 0, "columns": 0, "depends_on": "eval:doc.customer_type != 'Company'", + "fetch_if_empty": 0, "fieldname": "gender", "fieldtype": "Link", "hidden": 0, @@ -190,6 +195,7 @@ "collapsible": 0, "columns": 0, "default": "Company", + "fetch_if_empty": 0, "fieldname": "customer_type", "fieldtype": "Select", "hidden": 0, @@ -224,6 +230,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "default_bank_account", "fieldtype": "Link", "hidden": 0, @@ -257,6 +264,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "lead_name", "fieldtype": "Link", "hidden": 0, @@ -291,6 +299,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "image", "fieldtype": "Attach Image", "hidden": 1, @@ -323,6 +332,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "column_break0", "fieldtype": "Column Break", "hidden": 0, @@ -347,6 +357,40 @@ "unique": 0, "width": "50%" }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "account_manager", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Account Manager", + "length": 0, + "no_copy": 0, + "options": "User", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0 + }, { "allow_bulk_edit": 0, "allow_in_quick_entry": 0, @@ -355,6 +399,7 @@ "collapsible": 0, "columns": 0, "description": "", + "fetch_if_empty": 0, "fieldname": "customer_group", "fieldtype": "Link", "hidden": 0, @@ -390,6 +435,7 @@ "collapsible": 0, "columns": 0, "description": "", + "fetch_if_empty": 0, "fieldname": "territory", "fieldtype": "Link", "hidden": 0, @@ -424,6 +470,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "tax_id", "fieldtype": "Data", "hidden": 0, @@ -456,6 +503,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "tax_category", "fieldtype": "Link", "hidden": 0, @@ -490,6 +538,7 @@ "collapsible": 0, "columns": 0, "default": "0", + "fetch_if_empty": 0, "fieldname": "disabled", "fieldtype": "Check", "hidden": 0, @@ -523,6 +572,7 @@ "collapsible": 0, "columns": 0, "default": "0", + "fetch_if_empty": 0, "fieldname": "is_internal_customer", "fieldtype": "Check", "hidden": 0, @@ -556,6 +606,7 @@ "collapsible": 0, "columns": 0, "depends_on": "is_internal_customer", + "fetch_if_empty": 0, "fieldname": "represents_company", "fieldtype": "Link", "hidden": 0, @@ -590,6 +641,7 @@ "collapsible": 0, "columns": 0, "depends_on": "represents_company", + "fetch_if_empty": 0, "fieldname": "allowed_to_transact_section", "fieldtype": "Section Break", "hidden": 0, @@ -623,6 +675,7 @@ "collapsible": 0, "columns": 0, "depends_on": "represents_company", + "fetch_if_empty": 0, "fieldname": "companies", "fieldtype": "Table", "hidden": 0, @@ -656,6 +709,7 @@ "bold": 0, "collapsible": 1, "columns": 0, + "fetch_if_empty": 0, "fieldname": "currency_and_price_list", "fieldtype": "Section Break", "hidden": 0, @@ -688,6 +742,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "default_currency", "fieldtype": "Link", "hidden": 0, @@ -720,6 +775,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "default_price_list", "fieldtype": "Link", "hidden": 0, @@ -752,6 +808,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "column_break_14", "fieldtype": "Column Break", "hidden": 0, @@ -783,6 +840,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "language", "fieldtype": "Link", "hidden": 0, @@ -817,6 +875,7 @@ "collapsible": 0, "columns": 0, "depends_on": "eval:!doc.__islocal", + "fetch_if_empty": 0, "fieldname": "address_contacts", "fieldtype": "Section Break", "hidden": 0, @@ -849,6 +908,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "address_html", "fieldtype": "HTML", "hidden": 0, @@ -880,6 +940,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "website", "fieldtype": "Data", "hidden": 0, @@ -911,6 +972,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "column_break1", "fieldtype": "Column Break", "hidden": 0, @@ -942,6 +1004,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "contact_html", "fieldtype": "HTML", "hidden": 0, @@ -975,6 +1038,7 @@ "collapsible": 0, "columns": 0, "description": "Select, to make the customer searchable with these fields", + "fetch_if_empty": 0, "fieldname": "primary_address_and_contact_detail", "fieldtype": "Section Break", "hidden": 0, @@ -1008,6 +1072,7 @@ "collapsible": 0, "columns": 0, "description": "Reselect, if the chosen contact is edited after save", + "fetch_if_empty": 0, "fieldname": "customer_primary_contact", "fieldtype": "Link", "hidden": 0, @@ -1042,6 +1107,7 @@ "collapsible": 0, "columns": 0, "fetch_from": "customer_primary_contact.mobile_no", + "fetch_if_empty": 0, "fieldname": "mobile_no", "fieldtype": "Read Only", "hidden": 0, @@ -1076,6 +1142,7 @@ "collapsible": 0, "columns": 0, "fetch_from": "customer_primary_contact.email_id", + "fetch_if_empty": 0, "fieldname": "email_id", "fieldtype": "Read Only", "hidden": 0, @@ -1109,6 +1176,7 @@ "bold": 0, "collapsible": 0, "columns": 0, + "fetch_if_empty": 0, "fieldname": "column_break_26", "fieldtype": "Column Break", "hidden": 0, @@ -1141,6 +1209,7 @@ "collapsible": 0, "columns": 0, "description": "Reselect, if the chosen address is edited after save", + "fetch_if_empty": 0, "fieldname": "customer_primary_address", "fieldtype": "Link", "hidden": 0, @@ -1175,6 +1244,7 @@ "collapsible": 0, "columns": 0, "default": "", + "fetch_if_empty": 0, "fieldname": "primary_address", "fieldtype": "Read Only", "hidden": 0, @@ -1209,6 +1279,7 @@ "collapsible": 1, "collapsible_depends_on": "", "columns": 0, + "fetch_if_empty": 0, "fieldname": "default_receivable_accounts", "fieldtype": "Section Break", "hidden": 0, @@ -1242,6 +1313,7 @@ "columns": 0, "depends_on": "", "description": "Mention if non-standard receivable account", + "fetch_if_empty": 0, "fieldname": "accounts", "fieldtype": "Table", "hidden": 0, @@ -1275,6 +1347,7 @@ "collapsible": 1, "collapsible_depends_on": "", "columns": 0, + "fetch_if_empty": 0, "fieldname": "credit_limit_section", "fieldtype": "Section Break", "hidden": 0, @@ -1307,6 +1380,7 @@ "bold": 0, "collapsible": 0, "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 -} +} \ No newline at end of file diff --git a/erpnext/support/doctype/issue/issue.py b/erpnext/support/doctype/issue/issue.py index 2bee844b8d..01677ae34c 100644 --- a/erpnext/support/doctype/issue/issue.py +++ b/erpnext/support/doctype/issue/issue.py @@ -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 diff --git a/erpnext/support/doctype/issue/test_issue.py b/erpnext/support/doctype/issue/test_issue.py index 2cd7601f42..48ba1f6d3f 100644 --- a/erpnext/support/doctype/issue/test_issue.py +++ b/erpnext/support/doctype/issue/test_issue.py @@ -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",