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
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@@ -8,7 +8,12 @@ import frappe
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from frappe import _
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from frappe.email.inbox import link_communication_to_document
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from frappe.model.mapper import get_mapped_doc
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<<<<<<< HEAD
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from frappe.utils import cint, cstr, get_fullname
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=======
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from frappe.query_builder import DocType
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from frappe.utils import cint, flt, get_fullname
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>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
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from erpnext.accounts.party import get_party_account_currency
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from erpnext.setup.utils import get_exchange_rate
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@@ -191,6 +196,7 @@ class Opportunity(TransactionBase):
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opts.description = ""
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opts.contact_date = self.contact_date
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<<<<<<< HEAD
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if self.party_name and self.opportunity_from == "Customer":
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if self.contact_person:
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opts.description = "Contact " + cstr(self.contact_person)
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@@ -207,6 +213,24 @@ class Opportunity(TransactionBase):
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if self.to_discuss:
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opts.description += " To Discuss : " + cstr(self.to_discuss)
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=======
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if self.party_name and self.opportunity_from == "Customer":
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if self.contact_person:
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opts.description = f"Contact {self.contact_person}"
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else:
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opts.description = f"Contact customer {self.party_name}"
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elif self.party_name and self.opportunity_from == "Lead":
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if self.contact_display:
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opts.description = f"Contact {self.contact_display}"
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else:
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opts.description = f"Contact lead {self.party_name}"
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opts.subject = opts.description
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opts.description += f". By : {self.contact_by}"
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if self.to_discuss:
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opts.description += f" To Discuss : {frappe.render_template(self.to_discuss, {'doc': self})}"
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>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
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super(Opportunity, self).add_calendar_event(opts, force)
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@@ -4,7 +4,11 @@
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import unittest
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import frappe
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<<<<<<< HEAD
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from frappe.utils import random_string, today
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=======
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from frappe.utils import add_days, now_datetime, random_string, today
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>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
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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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@@ -53,10 +57,92 @@ class TestOpportunity(unittest.TestCase):
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contact.add_email(new_lead_email_id, is_primary=True)
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contact.insert(ignore_permissions=True)
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<<<<<<< HEAD
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opp_doc = frappe.get_doc(args).insert(ignore_permissions=True)
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self.assertTrue(opp_doc.party_name)
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self.assertEqual(opp_doc.opportunity_from, "Customer")
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self.assertEqual(opp_doc.party_name, customer.name)
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=======
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def test_opportunity_item(self):
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opportunity_doc = make_opportunity(with_items=1, rate=1100, qty=2)
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self.assertEqual(opportunity_doc.total, 2200)
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def test_carry_forward_of_email_and_comments(self):
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frappe.db.set_value(
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"CRM Settings", "CRM Settings", "carry_forward_communication_and_comments", 1
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)
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lead_doc = make_lead()
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lead_doc.add_comment("Comment", text="Test Comment 1")
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lead_doc.add_comment("Comment", text="Test Comment 2")
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create_communication(lead_doc.doctype, lead_doc.name, lead_doc.email_id)
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create_communication(lead_doc.doctype, lead_doc.name, lead_doc.email_id)
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opp_doc = make_opportunity(opportunity_from="Lead", lead=lead_doc.name)
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opportunity_comment_count = frappe.db.count(
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"Comment", {"reference_doctype": opp_doc.doctype, "reference_name": opp_doc.name}
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)
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opportunity_communication_count = len(
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get_linked_communication_list(opp_doc.doctype, opp_doc.name)
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)
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self.assertEqual(opportunity_comment_count, 2)
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self.assertEqual(opportunity_communication_count, 2)
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opp_doc.add_comment("Comment", text="Test Comment 3")
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opp_doc.add_comment("Comment", text="Test Comment 4")
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create_communication(opp_doc.doctype, opp_doc.name, opp_doc.contact_email)
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create_communication(opp_doc.doctype, opp_doc.name, opp_doc.contact_email)
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quotation_doc = make_quotation(opp_doc.name)
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quotation_doc.append("items", {"item_code": "_Test Item", "qty": 1})
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quotation_doc.run_method("set_missing_values")
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quotation_doc.run_method("calculate_taxes_and_totals")
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quotation_doc.save()
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quotation_comment_count = frappe.db.count(
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"Comment",
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{
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"reference_doctype": quotation_doc.doctype,
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"reference_name": quotation_doc.name,
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"comment_type": "Comment",
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},
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)
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quotation_communication_count = len(
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get_linked_communication_list(quotation_doc.doctype, quotation_doc.name)
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)
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self.assertEqual(quotation_comment_count, 4)
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self.assertEqual(quotation_communication_count, 4)
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def test_render_template_for_to_discuss(self):
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doc = make_opportunity(with_items=0, opportunity_from="Lead")
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doc.contact_by = "test@example.com"
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doc.contact_date = add_days(today(), days=2)
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doc.to_discuss = "{{ doc.name }} test data"
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doc.save()
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event = frappe.get_all(
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"Event Participants",
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fields=["parent"],
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filters={"reference_doctype": doc.doctype, "reference_docname": doc.name},
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)
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event_description = frappe.db.get_value("Event", event[0].parent, "description")
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self.assertTrue(doc.name in event_description)
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def make_opportunity_from_lead():
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new_lead_email_id = "new{}@example.com".format(random_string(5))
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args = {
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"doctype": "Opportunity",
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"contact_email": new_lead_email_id,
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"opportunity_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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return opp_doc
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>>>>>>> 3f41cb762d (fix: allow to use formatting for the field to_discuss in opportunity)
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def make_opportunity(**args):
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