[minor] don't create lead if customer contact is already created against contact_email (#10976)
* [minor] don't create lead if customer contact is already created against contact_email * [tests] added tests cases for opportunity to check if lead is required or not
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@ -42,10 +42,28 @@ class Opportunity(TransactionBase):
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if not self.with_items:
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self.items = []
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def make_new_lead_if_required(self):
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"""Set lead against new opportunity"""
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if not (self.lead or self.customer) and self.contact_email:
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# check if customer is already created agains the self.contact_email
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customer = frappe.db.sql("""select
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distinct `tabDynamic Link`.link_name as customer
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from
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`tabContact`,
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`tabDynamic Link`
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where `tabContact`.email_id='{0}'
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and
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`tabContact`.name=`tabDynamic Link`.parent
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and
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ifnull(`tabDynamic Link`.link_name, '')<>''
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and
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`tabDynamic Link`.link_doctype='Customer'
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""".format(self.contact_email), as_dict=True)
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if customer and customer[0].customer:
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self.customer = customer[0].customer
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self.enquiry_from = "Customer"
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return
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lead_name = frappe.db.get_value("Lead", {"email_id": self.contact_email})
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if not lead_name:
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sender_name = get_fullname(self.contact_email)
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@ -4,6 +4,7 @@ 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 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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@ -25,12 +26,45 @@ class TestOpportunity(unittest.TestCase):
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doc = frappe.get_doc('Opportunity', doc.name)
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self.assertEquals(doc.status, "Quotation")
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def test_make_new_lead_if_required(self):
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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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"enquiry_type": "Sales",
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"with_items": 0,
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"transaction_date": today()
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}
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# new lead should be created against the new.opportunity@example.com
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opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
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self.assertTrue(opp_doc.lead)
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self.assertEquals(opp_doc.enquiry_from, "Lead")
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self.assertEquals(frappe.db.get_value("Lead", opp_doc.lead, "email_id"),
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'new.opportunity@example.com')
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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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"first_name": "_Test Opportunity Customer",
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"links": [{
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"link_doctype": "Customer",
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"link_name": customer.name
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}]
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}).insert(ignore_permissions=True)
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opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
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self.assertTrue(opp_doc.customer)
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self.assertEquals(opp_doc.enquiry_from, "Customer")
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self.assertEquals(opp_doc.customer, customer.name)
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def make_opportunity(**args):
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args = frappe._dict(args)
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opp_doc = frappe.get_doc({
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"doctype": "Opportunity",
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"enquiry_from": "Customer" or args.enquiry_from,
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"enquiry_from": args.enquiry_from or "Customer",
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"enquiry_type": "Sales",
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"with_items": args.with_items or 0,
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"transaction_date": today()
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