def work(domain="Manufacturing"):
frappe.set_user(frappe.db.get_global("demo_sales_user_2"))
for i in range(random.randint(1, 7)):
if random.random() < 0.5:
make_opportunity(domain)
for i in range(random.randint(1, 3)):
if random.random() < 0.5:
make_quotation(domain)
try:
lost_reason = frappe.get_doc({
"doctype": "Opportunity Lost Reason",
"lost_reason": "Did not ask"
})
lost_reason.save(ignore_permissions=True)
except frappe.exceptions.DuplicateEntryError:
pass
# lost quotations / inquiries
if random.random() < 0.3:
for i in range(random.randint(1, 3)):
quotation = get_random("Quotation", doc=True)
if quotation and quotation.status == "Submitted":
quotation.declare_order_lost([{"lost_reason": "Did not ask"}])
for i in range(random.randint(1, 3)):
opportunity = get_random("Opportunity", doc=True)
if opportunity and opportunity.status in ("Open", "Replied"):
opportunity.declare_enquiry_lost([{
"lost_reason": "Did not ask"
}])
for i in range(random.randint(1, 3)):
if random.random() < 0.6:
make_sales_order()
if random.random() < 0.5:
# make payment request against Sales Order
sales_order_name = get_random("Sales Order", filters={"docstatus": 1})
try:
if sales_order_name:
so = frappe.get_doc("Sales Order", sales_order_name)
if flt(so.per_billed) != 100:
payment_request = make_payment_request(
dt="Sales Order",
dn=so.name,
recipient_id=so.contact_email,
submit_doc=True,
mute_email=True,
use_dummy_message=True,
)
payment_entry = frappe.get_doc(
make_payment_entry(payment_request.name))
payment_entry.posting_date = frappe.flags.current_date
payment_entry.submit()
except Exception:
pass
def work():
frappe.set_user(frappe.db.get_global('demo_sales_user_2'))
if random.random() < 0.5:
for i in xrange(random.randint(1, 7)):
make_opportunity()
if random.random() < 0.5:
for i in xrange(random.randint(1, 3)):
make_quotation()
# lost quotations / inquiries
if random.random() < 0.3:
for i in xrange(random.randint(1, 3)):
quotation = get_random('Quotation', doc=True)
if quotation and quotation.status == 'Submitted':
quotation.declare_order_lost('Did not ask')
for i in xrange(random.randint(1, 3)):
opportunity = get_random('Opportunity', doc=True)
if opportunity and opportunity.status in ('Open', 'Replied'):
opportunity.declare_enquiry_lost('Did not ask')
if random.random() < 0.3:
for i in xrange(random.randint(1, 3)):
make_sales_order()
def work():
frappe.set_user(frappe.db.get_global('demo_sales_user_2'))
if random.random() < 0.5:
for i in xrange(random.randint(1,7)):
make_opportunity()
if random.random() < 0.5:
for i in xrange(random.randint(1,3)):
make_quotation()
# lost quotations / inquiries
if random.random() < 0.3:
for i in xrange(random.randint(1,3)):
quotation = get_random('Quotation', doc=True)
if quotation and quotation.status == 'Submitted':
quotation.declare_order_lost('Did not ask')
for i in xrange(random.randint(1,3)):
opportunity = get_random('Opportunity', doc=True)
if opportunity and opportunity.status in ('Open', 'Replied'):
opportunity.declare_enquiry_lost('Did not ask')
if random.random() < 0.3:
for i in xrange(random.randint(1,3)):
make_sales_order()
def run_sales(current_date):
if can_make("Opportunity"):
for i in xrange(how_many("Opportunity")):
make_opportunity(current_date)
if can_make("Quotation"):
for i in xrange(how_many("Quotation")):
make_quotation(current_date)
if can_make("Sales Order"):
for i in xrange(how_many("Sales Order")):
make_sales_order(current_date)
def run_sales(current_date):
if can_make("Opportunity"):
for i in xrange(how_many("Opportunity")):
make_opportunity(current_date)
if can_make("Quotation"):
for i in xrange(how_many("Quotation")):
make_quotation(current_date)
if can_make("Sales Order"):
for i in xrange(how_many("Sales Order")):
make_sales_order(current_date)
def work(domain="Manufacturing"):
frappe.set_user(frappe.db.get_global('demo_sales_user_2'))
for i in range(random.randint(1, 7)):
if random.random() < 0.5:
make_opportunity(domain)
for i in range(random.randint(1, 3)):
if random.random() < 0.5:
make_quotation(domain)
# lost quotations / inquiries
if random.random() < 0.3:
for i in range(random.randint(1, 3)):
quotation = get_random('Quotation', doc=True)
if quotation and quotation.status == 'Submitted':
quotation.declare_order_lost('Did not ask')
for i in range(random.randint(1, 3)):
opportunity = get_random('Opportunity', doc=True)
if opportunity and opportunity.status in ('Open', 'Replied'):
opportunity.declare_enquiry_lost('Did not ask')
for i in range(random.randint(1, 3)):
if random.random() < 0.6:
make_sales_order()
if random.random() < 0.5:
#make payment request against Sales Order
sales_order_name = get_random("Sales Order", filters={"docstatus": 1})
try:
if sales_order_name:
so = frappe.get_doc("Sales Order", sales_order_name)
if flt(so.per_billed) != 100:
payment_request = make_payment_request(
dt="Sales Order",
dn=so.name,
recipient_id=so.contact_email,
submit_doc=True,
mute_email=True,
use_dummy_message=True)
payment_entry = frappe.get_doc(
make_payment_entry(payment_request.name))
payment_entry.posting_date = frappe.flags.current_date
payment_entry.submit()
except Exception:
pass
def make_quotation(current_date):
# get open opportunites
opportunity = get_random("Opportunity", {"status": "Open"})
if opportunity:
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
qtn = frappe.get_doc(make_quotation(opportunity))
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
else:
# make new directly
qtn = frappe.get_doc({
"creation": current_date,
"doctype": "Quotation",
"quotation_to": "Customer",
"customer": get_random("Customer"),
"order_type": "Sales",
"transaction_date": current_date,
"fiscal_year": cstr(current_date.year)
})
add_random_children(qtn, "items", rows=3, randomize = {
"qty": (1, 5),
"item_code": ("Item", {"is_sales_item": "Yes", "ifnull(has_variants,0)": "0"})
}, unique="item_code")
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
def make_quotation(current_date):
# get open opportunites
opportunity = get_random("Opportunity", {"status": "Open"})
if opportunity:
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
qtn = frappe.get_doc(make_quotation(opportunity))
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
else:
# make new directly
qtn = frappe.get_doc({
"creation": current_date,
"doctype": "Quotation",
"quotation_to": "Customer",
"customer": get_random("Customer"),
"order_type": "Sales",
"transaction_date": current_date,
"fiscal_year": cstr(current_date.year)
})
add_random_children(qtn, "items", rows=3, randomize = {
"qty": (1, 5),
"item_code": ("Item", {"is_sales_item": 1, "ifnull(has_variants,0)": "0"})
}, unique="item_code")
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
def make_quotation(domain):
# get open opportunites
opportunity = get_random("Opportunity", {
"status": "Open",
"with_items": 1
})
if opportunity:
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
qtn = frappe.get_doc(make_quotation(opportunity))
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
else:
# make new directly
# get customer, currency and exchange_rate
customer = get_random("Customer")
company_currency = frappe.get_cached_value(
'Company', erpnext.get_default_company(), "default_currency")
party_account_currency = get_party_account_currency(
"Customer", customer, erpnext.get_default_company())
if company_currency == party_account_currency:
exchange_rate = 1
else:
exchange_rate = get_exchange_rate(party_account_currency,
company_currency,
args="for_selling")
qtn = frappe.get_doc({
"creation": frappe.flags.current_date,
"doctype": "Quotation",
"quotation_to": "Customer",
"party_name": customer,
"currency": party_account_currency or company_currency,
"conversion_rate": exchange_rate,
"order_type": "Sales",
"transaction_date": frappe.flags.current_date,
})
add_random_children(qtn,
"items",
rows=3,
randomize={
"qty": (1, 5),
"item_code": ("Item", {
"has_variants": "0",
"is_fixed_asset": 0,
"domain": domain
})
},
unique="item_code")
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
def work():
frappe.set_user(frappe.db.get_global("demo_sales_user_2"))
if random.random() < 0.5:
for i in xrange(random.randint(1, 7)):
make_opportunity()
if random.random() < 0.5:
for i in xrange(random.randint(1, 3)):
make_quotation()
# lost quotations / inquiries
if random.random() < 0.3:
for i in xrange(random.randint(1, 3)):
quotation = get_random("Quotation", doc=True)
if quotation and quotation.status == "Submitted":
quotation.declare_order_lost("Did not ask")
for i in xrange(random.randint(1, 3)):
opportunity = get_random("Opportunity", doc=True)
if opportunity and opportunity.status in ("Open", "Replied"):
opportunity.declare_enquiry_lost("Did not ask")
if random.random() < 0.3:
for i in xrange(random.randint(1, 3)):
make_sales_order()
if random.random() < 0.1:
# make payment request against Sales Order
sales_order_name = get_random("Sales Order", filters={"docstatus": 1})
if sales_order_name:
so = frappe.get_doc("Sales Order", sales_order_name)
if flt(so.per_billed) != 100:
payment_request = make_payment_request(
dt="Sales Order",
dn=so.name,
recipient_id=so.contact_email,
submit_doc=True,
mute_email=True,
use_dummy_message=True,
)
payment_entry = frappe.get_doc(make_payment_entry(payment_request.name))
payment_entry.posting_date = frappe.flags.current_date
payment_entry.submit()
def work(domain="Manufacturing"):
frappe.set_user(frappe.db.get_global('demo_sales_user_2'))
for i in range(random.randint(1,7)):
if random.random() < 0.5:
make_opportunity(domain)
for i in range(random.randint(1,3)):
if random.random() < 0.5:
make_quotation(domain)
# lost quotations / inquiries
if random.random() < 0.3:
for i in range(random.randint(1,3)):
quotation = get_random('Quotation', doc=True)
if quotation and quotation.status == 'Submitted':
quotation.declare_order_lost('Did not ask')
for i in range(random.randint(1,3)):
opportunity = get_random('Opportunity', doc=True)
if opportunity and opportunity.status in ('Open', 'Replied'):
opportunity.declare_enquiry_lost('Did not ask')
for i in range(random.randint(1,3)):
if random.random() < 0.6:
make_sales_order()
if random.random() < 0.5:
#make payment request against Sales Order
sales_order_name = get_random("Sales Order", filters={"docstatus": 1})
try:
if sales_order_name:
so = frappe.get_doc("Sales Order", sales_order_name)
if flt(so.per_billed) != 100:
payment_request = make_payment_request(dt="Sales Order", dn=so.name, recipient_id=so.contact_email,
submit_doc=True, mute_email=True, use_dummy_message=True)
payment_entry = frappe.get_doc(make_payment_entry(payment_request.name))
payment_entry.posting_date = frappe.flags.current_date
payment_entry.submit()
except Exception:
pass
def make_quotation(current_date):
# get open opportunites
opportunity = get_random("Opportunity", {"status": "Open"})
if opportunity:
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
qtn = frappe.get_doc(make_quotation(opportunity))
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
else:
# make new directly
# get customer, currency and exchange_rate
customer = get_random("Customer")
company_currency = frappe.db.get_value("Company", "Wind Power LLC",
"default_currency")
party_account_currency = get_party_account_currency(
"Customer", customer, "Wind Power LLC")
if company_currency == party_account_currency:
exchange_rate = 1
else:
exchange_rate = get_exchange_rate(party_account_currency,
company_currency)
qtn = frappe.get_doc({
"creation": current_date,
"doctype": "Quotation",
"quotation_to": "Customer",
"customer": customer,
"currency": party_account_currency or company_currency,
"conversion_rate": exchange_rate,
"order_type": "Sales",
"transaction_date": current_date,
})
add_random_children(qtn,
"items",
rows=3,
randomize={
"qty": (1, 5),
"item_code": ("Item", {
"is_sales_item": 1,
"has_variants": "0"
})
},
unique="item_code")
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
def test_opportunity_status(self):
doc = make_opportunity(with_items=0)
quotation = make_quotation(doc.name)
quotation.append('items', {"item_code": "_Test Item", "qty": 1})
quotation.run_method("set_missing_values")
quotation.run_method("calculate_taxes_and_totals")
quotation.submit()
doc = frappe.get_doc('Opportunity', doc.name)
self.assertEqual(doc.status, "Quotation")
def make_quotation():
# get open opportunites
opportunity = get_random("Opportunity", {"status": "Open", "with_items": 1})
if opportunity:
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
qtn = frappe.get_doc(make_quotation(opportunity))
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
else:
# make new directly
# get customer, currency and exchange_rate
customer = get_random("Customer")
company_currency = frappe.db.get_value("Company", "Wind Power LLC", "default_currency")
party_account_currency = get_party_account_currency("Customer", customer, "Wind Power LLC")
if company_currency == party_account_currency:
exchange_rate = 1
else:
exchange_rate = get_exchange_rate(party_account_currency, company_currency)
qtn = frappe.get_doc(
{
"creation": frappe.flags.current_date,
"doctype": "Quotation",
"quotation_to": "Customer",
"customer": customer,
"currency": party_account_currency or company_currency,
"conversion_rate": exchange_rate,
"order_type": "Sales",
"transaction_date": frappe.flags.current_date,
}
)
add_random_children(
qtn,
"items",
rows=3,
randomize={"qty": (1, 5), "item_code": ("Item", {"has_variants": "0", "is_fixed_asset": 0})},
unique="item_code",
)
qtn.insert()
frappe.db.commit()
qtn.submit()
frappe.db.commit()
def test_opportunity_status(self):
doc = make_opportunity(with_items=0)
quotation = make_quotation(doc.name)
quotation.append('items', {
"item_code": "_Test Item",
"qty": 1
})
quotation.run_method("set_missing_values")
quotation.run_method("calculate_taxes_and_totals")
quotation.submit()
doc = frappe.get_doc('Opportunity', doc.name)
self.assertEquals(doc.status, "Quotation")
def test_carry_forward_of_email_and_comments(self):
frappe.db.set_value("CRM Settings", "CRM Settings",
"carry_forward_communication_and_comments", 1)
lead_doc = make_lead()
lead_doc.add_comment("Comment", text="Test Comment 1")
lead_doc.add_comment("Comment", text="Test Comment 2")
create_communication(lead_doc.doctype, lead_doc.name,
lead_doc.email_id)
create_communication(lead_doc.doctype, lead_doc.name,
lead_doc.email_id)
opp_doc = make_opportunity(opportunity_from="Lead", lead=lead_doc.name)
opportunity_comment_count = frappe.db.count(
"Comment", {
"reference_doctype": opp_doc.doctype,
"reference_name": opp_doc.name
})
opportunity_communication_count = len(
get_linked_communication_list(opp_doc.doctype, opp_doc.name))
self.assertEqual(opportunity_comment_count, 2)
self.assertEqual(opportunity_communication_count, 2)
opp_doc.add_comment("Comment", text="Test Comment 3")
opp_doc.add_comment("Comment", text="Test Comment 4")
create_communication(opp_doc.doctype, opp_doc.name,
opp_doc.contact_email)
create_communication(opp_doc.doctype, opp_doc.name,
opp_doc.contact_email)
quotation_doc = make_quotation(opp_doc.name)
quotation_doc.append("items", {"item_code": "_Test Item", "qty": 1})
quotation_doc.run_method("set_missing_values")
quotation_doc.run_method("calculate_taxes_and_totals")
quotation_doc.save()
quotation_comment_count = frappe.db.count(
"Comment",
{
"reference_doctype": quotation_doc.doctype,
"reference_name": quotation_doc.name,
"comment_type": "Comment",
},
)
quotation_communication_count = len(
get_linked_communication_list(quotation_doc.doctype,
quotation_doc.name))
self.assertEqual(quotation_comment_count, 4)
self.assertEqual(quotation_communication_count, 4)
def test_taxes_fetch_via_tax_rule(self):
make_tax_rule(customer="_Test Customer", billing_city="_Test City",
sales_tax_template="_Test Sales Taxes and Charges Template - _TC", save=1)
# create opportunity for customer
opportunity = make_opportunity(with_items=1)
# make quotation from opportunity
quotation = make_quotation(opportunity.name)
quotation.save()
self.assertEqual(quotation.taxes_and_charges,
"_Test Sales Taxes and Charges Template - _TC")
# Check if accounts heads and rate fetched are also fetched from tax template or not
self.assertTrue(len(quotation.taxes) > 0)
def run():
frappe.set_user("*****@*****.**")
frappe.set_user_lang("fr")
for i in range(random.randint(1, 7)):
if random.random() < 0.5:
make_opportunity()
for i in range(random.randint(1, 7)):
if random.random() < 0.5:
make_quotation()
try:
lost_reason = frappe.get_doc({
"doctype": "Opportunity Lost Reason",
"lost_reason": _("Did not ask")
})
lost_reason.save(ignore_permissions=True)
except frappe.exceptions.DuplicateEntryError:
pass
# lost quotations / inquiries
if random.random() < 0.3:
for i in range(random.randint(1, 3)):
quotation = get_random('Quotation', doc=True)
if quotation and quotation.status == 'Submitted':
quotation.declare_order_lost([{
'lost_reason': _('Did not ask')
}])
for i in range(random.randint(1, 3)):
opportunity = get_random('Opportunity', doc=True)
if opportunity and opportunity.status in ('Open', 'Replied'):
opportunity.declare_enquiry_lost([{
'lost_reason':
_('Did not ask')
}])
for i in range(random.randint(1, 7)):
if random.random() < 0.6:
make_sales_order()
if random.random() < 0.5:
#make payment request against Sales Order
sales_order_name = get_random("Sales Order", filters={"docstatus": 1})
try:
if sales_order_name:
so = frappe.get_doc("Sales Order", sales_order_name)
if flt(so.per_billed) != 100:
payment_request = make_payment_request(
dt="Sales Order",
dn=so.name,
recipient_id=so.contact_email,
submit_doc=True,
mute_email=True,
use_dummy_message=True)
payment_entry = frappe.get_doc(
make_payment_entry(payment_request.name))
payment_entry.posting_date = frappe.flags.current_date
payment_entry.submit()
except Exception:
pass
