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_lead_email_id,
"opportunity_type": "Sales",
"with_items": 0,
"transaction_date": today()
}
# new lead should be created against the [email protected]
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
self.assertTrue(opp_doc.party_name)
self.assertEqual(opp_doc.opportunity_from, "Lead")
self.assertEqual(frappe.db.get_value("Lead", opp_doc.party_name, "email_id"),
new_lead_email_id)
# create new customer and create new contact against '*****@*****.**'
customer = make_customer(opp_doc.party_name).insert(ignore_permissions=True)
contact = frappe.get_doc({
"doctype": "Contact",
"first_name": "_Test Opportunity Customer",
"links": [{
"link_doctype": "Customer",
"link_name": customer.name
}]
})
contact.add_email(new_lead_email_id, is_primary=True)
contact.insert(ignore_permissions=True)
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
self.assertTrue(opp_doc.party_name)
self.assertEqual(opp_doc.opportunity_from, "Customer")
self.assertEqual(opp_doc.party_name, customer.name)
def test_make_new_lead_if_required(self):
args = {
"doctype": "Opportunity",
"contact_email":"*****@*****.**",
"enquiry_type": "Sales",
"with_items": 0,
"transaction_date": today()
}
# new lead should be created against the [email protected]
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
self.assertTrue(opp_doc.lead)
self.assertEquals(opp_doc.enquiry_from, "Lead")
self.assertEquals(frappe.db.get_value("Lead", opp_doc.lead, "email_id"),
'*****@*****.**')
# create new customer and create new contact against '*****@*****.**'
customer = make_customer(opp_doc.lead).insert(ignore_permissions=True)
frappe.get_doc({
"doctype": "Contact",
"email_id": "*****@*****.**",
"first_name": "_Test Opportunity Customer",
"links": [{
"link_doctype": "Customer",
"link_name": customer.name
}]
}).insert(ignore_permissions=True)
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
self.assertTrue(opp_doc.customer)
self.assertEquals(opp_doc.enquiry_from, "Customer")
self.assertEquals(opp_doc.customer, customer.name)
def test_make_new_lead_if_required(self):
args = {
"doctype": "Opportunity",
"contact_email": "*****@*****.**",
"opportunity_type": "Sales",
"with_items": 0,
"transaction_date": today()
}
# new lead should be created against the [email protected]
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
self.assertTrue(opp_doc.lead)
self.assertEqual(opp_doc.enquiry_from, "Lead")
self.assertEqual(frappe.db.get_value("Lead", opp_doc.lead, "email_id"),
'*****@*****.**')
# create new customer and create new contact against '*****@*****.**'
customer = make_customer(opp_doc.lead).insert(ignore_permissions=True)
frappe.get_doc({
"doctype":
"Contact",
"email_id":
"*****@*****.**",
"first_name":
"_Test Opportunity Customer",
"links": [{
"link_doctype": "Customer",
"link_name": customer.name
}]
}).insert(ignore_permissions=True)
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
self.assertTrue(opp_doc.customer)
self.assertEqual(opp_doc.enquiry_from, "Customer")
self.assertEqual(opp_doc.customer, customer.name)
def test_make_customer(self):
from erpnext.crm.doctype.lead.lead import make_customer
frappe.delete_doc_if_exists("Customer", "_Test Lead")
customer = make_customer("_T-Lead-00001")
self.assertEqual(customer.doctype, "Customer")
self.assertEqual(customer.lead_name, "_T-Lead-00001")
customer.company = "_Test Company"
customer.customer_group = "_Test Customer Group"
customer.insert()
# check whether lead contact is carried forward to the customer.
contact = frappe.db.get_value(
"Dynamic Link",
{
"parenttype": "Contact",
"link_doctype": "Lead",
"link_name": customer.lead_name,
},
"parent",
)
if contact:
contact_doc = frappe.get_doc("Contact", contact)
self.assertEqual(
contact_doc.has_link(customer.doctype, customer.name), True)
def test_make_customer_from_organization(self):
from erpnext.crm.doctype.lead.lead import make_customer
customer = make_customer("_T-Lead-00002")
self.assertEqual(customer.doctype, "Customer")
self.assertEqual(customer.lead_name, "_T-Lead-00002")
customer.company = "_Test Company"
customer.customer_group = "_Test Customer Group"
customer.insert()
def test_make_customer_from_organization(self):
from erpnext.crm.doctype.lead.lead import make_customer
customer = make_customer("_T-Lead-00002")
self.assertEqual(customer.doctype, "Customer")
self.assertEqual(customer.lead_name, "_T-Lead-00002")
customer.company = "_Test Company"
customer.customer_group = "_Test Customer Group"
customer.insert()
def test_make_customer(self):
from erpnext.crm.doctype.lead.lead import make_customer
frappe.delete_doc_if_exists("Customer", "_Test Lead")
customer = make_customer("_T-Lead-00001")
self.assertEqual(customer.doctype, "Customer")
self.assertEqual(customer.lead_name, "_T-Lead-00001")
customer.company = "_Test Company"
customer.customer_group = "_Test Customer Group"
customer.insert()
def test_make_customer(self):
from erpnext.crm.doctype.lead.lead import make_customer
frappe.delete_doc_if_exists("Customer", "_Test Lead")
customer = make_customer("_T-Lead-00001")
self.assertEquals(customer.doctype, "Customer")
self.assertEquals(customer.lead_name, "_T-Lead-00001")
customer.company = "_Test Company"
customer.customer_group = "_Test Customer Group"
customer.insert()
def test_make_new_lead_if_required(self):
opp_doc = make_opportunity_from_lead()
self.assertTrue(opp_doc.party_name)
self.assertEqual(opp_doc.opportunity_from, "Lead")
self.assertEqual(
frappe.db.get_value("Lead", opp_doc.party_name, "email_id"),
opp_doc.contact_email)
# create new customer and create new contact against '*****@*****.**'
customer = make_customer(
opp_doc.party_name).insert(ignore_permissions=True)
contact = frappe.get_doc({
"doctype":
"Contact",
"first_name":
"_Test Opportunity Customer",
"links": [{
"link_doctype": "Customer",
"link_name": customer.name
}],
})
contact.add_email(opp_doc.contact_email, is_primary=True)
contact.insert(ignore_permissions=True)
def create_customer(sodoc):
from erpnext.crm.doctype.lead.lead import make_customer
cust = make_customer(sodoc)
cust.save()
