fix: allow to use formatting for the field to_discuss in opportunity

(cherry picked from commit 3f41cb762d)

# Conflicts:
#	erpnext/crm/doctype/opportunity/opportunity.py
#	erpnext/crm/doctype/opportunity/test_opportunity.py
This commit is contained in:
Rohit Waghchaure
2022-05-09 14:58:37 +05:30
committed by Mergify
parent 64440fc4fb
commit e126d4e592
2 changed files with 110 additions and 0 deletions

View File

@@ -8,7 +8,12 @@ import frappe
from frappe import _
from frappe.email.inbox import link_communication_to_document
from frappe.model.mapper import get_mapped_doc
<<<<<<< HEAD
from frappe.utils import cint, cstr, get_fullname
=======
from frappe.query_builder import DocType
from frappe.utils import cint, flt, get_fullname
>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
from erpnext.accounts.party import get_party_account_currency
from erpnext.setup.utils import get_exchange_rate
@@ -191,6 +196,7 @@ class Opportunity(TransactionBase):
opts.description = ""
opts.contact_date = self.contact_date
<<<<<<< HEAD
if self.party_name and self.opportunity_from == "Customer":
if self.contact_person:
opts.description = "Contact " + cstr(self.contact_person)
@@ -207,6 +213,24 @@ class Opportunity(TransactionBase):
if self.to_discuss:
opts.description += " To Discuss : " + cstr(self.to_discuss)
=======
if self.party_name and self.opportunity_from == "Customer":
if self.contact_person:
opts.description = f"Contact {self.contact_person}"
else:
opts.description = f"Contact customer {self.party_name}"
elif self.party_name and self.opportunity_from == "Lead":
if self.contact_display:
opts.description = f"Contact {self.contact_display}"
else:
opts.description = f"Contact lead {self.party_name}"
opts.subject = opts.description
opts.description += f". By : {self.contact_by}"
if self.to_discuss:
opts.description += f" To Discuss : {frappe.render_template(self.to_discuss, {'doc': self})}"
>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
super(Opportunity, self).add_calendar_event(opts, force)

View File

@@ -4,7 +4,11 @@
import unittest
import frappe
<<<<<<< HEAD
from frappe.utils import random_string, today
=======
from frappe.utils import add_days, now_datetime, random_string, today
>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
from erpnext.crm.doctype.lead.lead import make_customer
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
@@ -53,10 +57,92 @@ class TestOpportunity(unittest.TestCase):
contact.add_email(new_lead_email_id, is_primary=True)
contact.insert(ignore_permissions=True)
<<<<<<< HEAD
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_opportunity_item(self):
opportunity_doc = make_opportunity(with_items=1, rate=1100, qty=2)
self.assertEqual(opportunity_doc.total, 2200)
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_render_template_for_to_discuss(self):
doc = make_opportunity(with_items=0, opportunity_from="Lead")
doc.contact_by = "test@example.com"
doc.contact_date = add_days(today(), days=2)
doc.to_discuss = "{{ doc.name }} test data"
doc.save()
event = frappe.get_all(
"Event Participants",
fields=["parent"],
filters={"reference_doctype": doc.doctype, "reference_docname": doc.name},
)
event_description = frappe.db.get_value("Event", event[0].parent, "description")
self.assertTrue(doc.name in event_description)
def make_opportunity_from_lead():
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 new.opportunity@example.com
opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
return opp_doc
>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
def make_opportunity(**args):