feat: auto assign lead/opportunity to lead owner, customer account manager
diff --git a/erpnext/crm/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json
index b0be2a9..f1c2a9b 100644
--- a/erpnext/crm/doctype/lead/lead.json
+++ b/erpnext/crm/doctype/lead/lead.json
@@ -1,1525 +1,1564 @@
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- ],
- "has_web_view": 0,
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- "icon": "fa fa-user",
- "idx": 5,
- "image_field": "image",
- "image_view": 0,
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- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-10-02 09:12:23.415379",
- "modified_by": "Administrator",
- "module": "CRM",
- "name": "Lead",
- "name_case": "Title Case",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-user",
+ "idx": 5,
+ "image_field": "image",
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2019-04-11 22:12:50.029368",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Lead",
+ "name_case": "Title Case",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
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- "print": 0,
- "read": 1,
- "report": 1,
- "role": "All",
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+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
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+ "role": "Sales User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 0,
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- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
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- "submit": 0,
+ "amend": 0,
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+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 1,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Sales Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
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- "print": 1,
- "read": 1,
- "report": 1,
- "role": "System Manager",
- "set_user_permissions": 0,
- "share": 1,
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+ "amend": 0,
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+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 0,
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+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
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- "export": 0,
- "if_owner": 0,
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+ "share": 0,
+ "submit": 0,
"write": 0
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "search_fields": "lead_name,lead_owner,status",
- "show_name_in_global_search": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "lead_name",
- "track_changes": 0,
- "track_seen": 0,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "search_fields": "lead_name,lead_owner,status",
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "lead_name",
+ "track_changes": 0,
+ "track_seen": 0,
"track_views": 0
-}
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py
index 076e075..a57a844 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.py
+++ b/erpnext/crm/doctype/opportunity/opportunity.py
@@ -9,6 +9,7 @@
from erpnext.setup.utils import get_exchange_rate
from erpnext.utilities.transaction_base import TransactionBase
from erpnext.accounts.party import get_party_account_currency
+from frappe.desk.form import assign_to
subject_field = "title"
sender_field = "contact_email"
@@ -153,6 +154,9 @@
def on_update(self):
self.add_calendar_event()
+ # assign to customer account manager or lead owner
+ assign_to_user(self, subject_field)
+
def add_calendar_event(self, opts=None, force=False):
if not opts:
opts = frappe._dict()
@@ -329,3 +333,19 @@
doc.flags.ignore_permissions = True
doc.flags.ignore_mandatory = True
doc.save()
+
+def assign_to_user(doc, subject_field):
+ assign_user = None
+ if doc.customer:
+ assign_user = frappe.db.get_value('Customer', doc.customer, 'account_manager')
+ elif doc.lead:
+ assign_user = frappe.db.get_value('Lead', doc.lead, 'lead_owner')
+
+ if assign_user:
+ if not assign_to.get(dict(doctype = doc.doctype, name = doc.name)):
+ assign_to.add({
+ "assign_to": assign_user,
+ "doctype": doc.doctype,
+ "name": doc.name,
+ "description": doc.get(subject_field)
+ })
diff --git a/erpnext/crm/doctype/opportunity/test_opportunity.py b/erpnext/crm/doctype/opportunity/test_opportunity.py
index ef2945b..0dab01d 100644
--- a/erpnext/crm/doctype/opportunity/test_opportunity.py
+++ b/erpnext/crm/doctype/opportunity/test_opportunity.py
@@ -3,10 +3,11 @@
from __future__ import unicode_literals
import frappe
-from frappe.utils import today
+from frappe.utils import today, random_string
from erpnext.crm.doctype.lead.lead import make_customer
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
import unittest
+from frappe.desk.form import assign_to
test_records = frappe.get_test_records('Opportunity')
@@ -27,9 +28,10 @@
self.assertEqual(doc.status, "Quotation")
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.opportunity@example.com",
+ "contact_email": new_lead_email_id,
"opportunity_type": "Sales",
"with_items": 0,
"transaction_date": today()
@@ -40,13 +42,13 @@
self.assertTrue(opp_doc.lead)
self.assertEqual(opp_doc.enquiry_from, "Lead")
self.assertEqual(frappe.db.get_value("Lead", opp_doc.lead, "email_id"),
- 'new.opportunity@example.com')
+ new_lead_email_id)
# create new customer and create new contact against 'new.opportunity@example.com'
customer = make_customer(opp_doc.lead).insert(ignore_permissions=True)
frappe.get_doc({
"doctype": "Contact",
- "email_id": "new.opportunity@example.com",
+ "email_id": new_lead_email_id,
"first_name": "_Test Opportunity Customer",
"links": [{
"link_doctype": "Customer",
@@ -59,6 +61,21 @@
self.assertEqual(opp_doc.enquiry_from, "Customer")
self.assertEqual(opp_doc.customer, customer.name)
+ def test_assignment(self):
+ # assign cutomer account manager
+ frappe.db.set_value('Customer', '_Test Customer', 'account_manager', 'test1@example.com')
+ doc = make_opportunity(with_items=0)
+
+ self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test1@example.com')
+
+ # assign lead owner
+ frappe.db.set_value('Customer', '_Test Customer', 'account_manager', '')
+ frappe.db.set_value('Lead', '_T-Lead-00001', 'lead_owner', 'test2@example.com')
+ doc = make_opportunity(with_items=0, enquiry_from='Lead')
+
+ self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test2@example.com')
+
+
def make_opportunity(**args):
args = frappe._dict(args)
@@ -75,7 +92,7 @@
opp_doc.customer = args.customer or "_Test Customer"
if opp_doc.enquiry_from == 'Lead':
- opp_doc.customer = args.lead or "_T-Lead-00001"
+ opp_doc.lead = args.lead or "_T-Lead-00001"
if args.with_items:
opp_doc.append('items', {
diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json
index a334189..8c30528 100644
--- a/erpnext/selling/doctype/customer/customer.json
+++ b/erpnext/selling/doctype/customer/customer.json
@@ -22,6 +22,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "basic_info",
"fieldtype": "Section Break",
"hidden": 0,
@@ -56,6 +57,7 @@
"collapsible": 0,
"columns": 0,
"default": "",
+ "fetch_if_empty": 0,
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
@@ -89,6 +91,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.customer_type!='Company'",
+ "fetch_if_empty": 0,
"fieldname": "salutation",
"fieldtype": "Link",
"hidden": 0,
@@ -122,6 +125,7 @@
"bold": 1,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_name",
"fieldtype": "Data",
"hidden": 0,
@@ -156,6 +160,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.customer_type != 'Company'",
+ "fetch_if_empty": 0,
"fieldname": "gender",
"fieldtype": "Link",
"hidden": 0,
@@ -190,6 +195,7 @@
"collapsible": 0,
"columns": 0,
"default": "Company",
+ "fetch_if_empty": 0,
"fieldname": "customer_type",
"fieldtype": "Select",
"hidden": 0,
@@ -224,6 +230,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "default_bank_account",
"fieldtype": "Link",
"hidden": 0,
@@ -257,6 +264,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "lead_name",
"fieldtype": "Link",
"hidden": 0,
@@ -291,6 +299,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "image",
"fieldtype": "Attach Image",
"hidden": 1,
@@ -323,6 +332,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break0",
"fieldtype": "Column Break",
"hidden": 0,
@@ -354,7 +364,42 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "account_manager",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Account Manager",
+ "length": 0,
+ "no_copy": 0,
+ "options": "User",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "customer_group",
"fieldtype": "Link",
"hidden": 0,
@@ -390,6 +435,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "territory",
"fieldtype": "Link",
"hidden": 0,
@@ -424,6 +470,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "tax_id",
"fieldtype": "Data",
"hidden": 0,
@@ -456,6 +503,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "tax_category",
"fieldtype": "Link",
"hidden": 0,
@@ -490,6 +538,7 @@
"collapsible": 0,
"columns": 0,
"default": "0",
+ "fetch_if_empty": 0,
"fieldname": "disabled",
"fieldtype": "Check",
"hidden": 0,
@@ -523,6 +572,7 @@
"collapsible": 0,
"columns": 0,
"default": "0",
+ "fetch_if_empty": 0,
"fieldname": "is_internal_customer",
"fieldtype": "Check",
"hidden": 0,
@@ -556,6 +606,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_internal_customer",
+ "fetch_if_empty": 0,
"fieldname": "represents_company",
"fieldtype": "Link",
"hidden": 0,
@@ -590,6 +641,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "represents_company",
+ "fetch_if_empty": 0,
"fieldname": "allowed_to_transact_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -623,6 +675,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "represents_company",
+ "fetch_if_empty": 0,
"fieldname": "companies",
"fieldtype": "Table",
"hidden": 0,
@@ -656,6 +709,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "currency_and_price_list",
"fieldtype": "Section Break",
"hidden": 0,
@@ -688,6 +742,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "default_currency",
"fieldtype": "Link",
"hidden": 0,
@@ -720,6 +775,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "default_price_list",
"fieldtype": "Link",
"hidden": 0,
@@ -752,6 +808,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_14",
"fieldtype": "Column Break",
"hidden": 0,
@@ -783,6 +840,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "language",
"fieldtype": "Link",
"hidden": 0,
@@ -817,6 +875,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:!doc.__islocal",
+ "fetch_if_empty": 0,
"fieldname": "address_contacts",
"fieldtype": "Section Break",
"hidden": 0,
@@ -849,6 +908,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "address_html",
"fieldtype": "HTML",
"hidden": 0,
@@ -880,6 +940,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "website",
"fieldtype": "Data",
"hidden": 0,
@@ -911,6 +972,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break1",
"fieldtype": "Column Break",
"hidden": 0,
@@ -942,6 +1004,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_html",
"fieldtype": "HTML",
"hidden": 0,
@@ -975,6 +1038,7 @@
"collapsible": 0,
"columns": 0,
"description": "Select, to make the customer searchable with these fields",
+ "fetch_if_empty": 0,
"fieldname": "primary_address_and_contact_detail",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1008,6 +1072,7 @@
"collapsible": 0,
"columns": 0,
"description": "Reselect, if the chosen contact is edited after save",
+ "fetch_if_empty": 0,
"fieldname": "customer_primary_contact",
"fieldtype": "Link",
"hidden": 0,
@@ -1042,6 +1107,7 @@
"collapsible": 0,
"columns": 0,
"fetch_from": "customer_primary_contact.mobile_no",
+ "fetch_if_empty": 0,
"fieldname": "mobile_no",
"fieldtype": "Read Only",
"hidden": 0,
@@ -1076,6 +1142,7 @@
"collapsible": 0,
"columns": 0,
"fetch_from": "customer_primary_contact.email_id",
+ "fetch_if_empty": 0,
"fieldname": "email_id",
"fieldtype": "Read Only",
"hidden": 0,
@@ -1109,6 +1176,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_26",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1141,6 +1209,7 @@
"collapsible": 0,
"columns": 0,
"description": "Reselect, if the chosen address is edited after save",
+ "fetch_if_empty": 0,
"fieldname": "customer_primary_address",
"fieldtype": "Link",
"hidden": 0,
@@ -1175,6 +1244,7 @@
"collapsible": 0,
"columns": 0,
"default": "",
+ "fetch_if_empty": 0,
"fieldname": "primary_address",
"fieldtype": "Read Only",
"hidden": 0,
@@ -1209,6 +1279,7 @@
"collapsible": 1,
"collapsible_depends_on": "",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "default_receivable_accounts",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1242,6 +1313,7 @@
"columns": 0,
"depends_on": "",
"description": "Mention if non-standard receivable account",
+ "fetch_if_empty": 0,
"fieldname": "accounts",
"fieldtype": "Table",
"hidden": 0,
@@ -1275,6 +1347,7 @@
"collapsible": 1,
"collapsible_depends_on": "",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "credit_limit_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1307,6 +1380,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "credit_limit",
"fieldtype": "Currency",
"hidden": 0,
@@ -1342,6 +1416,7 @@
"collapsible": 0,
"columns": 0,
"default": "0",
+ "fetch_if_empty": 0,
"fieldname": "bypass_credit_limit_check_at_sales_order",
"fieldtype": "Check",
"hidden": 0,
@@ -1374,6 +1449,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_34",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1406,6 +1482,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "payment_terms",
"fieldtype": "Link",
"hidden": 0,
@@ -1440,6 +1517,7 @@
"collapsible": 1,
"collapsible_depends_on": "customer_details",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "more_info",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1474,6 +1552,7 @@
"collapsible": 0,
"columns": 0,
"description": "Additional information regarding the customer.",
+ "fetch_if_empty": 0,
"fieldname": "customer_details",
"fieldtype": "Text",
"hidden": 0,
@@ -1507,6 +1586,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_45",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1538,6 +1618,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "market_segment",
"fieldtype": "Link",
"hidden": 0,
@@ -1571,6 +1652,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "industry",
"fieldtype": "Link",
"hidden": 0,
@@ -1604,6 +1686,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "is_frozen",
"fieldtype": "Check",
"hidden": 0,
@@ -1636,6 +1719,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_38",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1668,6 +1752,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "loyalty_program",
"fieldtype": "Link",
"hidden": 0,
@@ -1701,6 +1786,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "loyalty_program_tier",
"fieldtype": "Data",
"hidden": 0,
@@ -1734,6 +1820,7 @@
"collapsible": 1,
"collapsible_depends_on": "default_sales_partner",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1767,6 +1854,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "default_sales_partner",
"fieldtype": "Link",
"hidden": 0,
@@ -1801,6 +1889,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "default_commission_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -1835,6 +1924,7 @@
"collapsible": 1,
"collapsible_depends_on": "sales_team",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1867,6 +1957,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team",
"fieldtype": "Table",
"hidden": 0,
@@ -1901,6 +1992,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_pos_id",
"fieldtype": "Data",
"hidden": 0,
@@ -1928,18 +2020,17 @@
}
],
"has_web_view": 0,
- "hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-user",
"idx": 363,
"image_field": "image",
- "image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2019-01-17 13:10:24.360876",
+ "menu_index": 0,
+ "modified": "2019-04-12 08:45:39.357491",
"modified_by": "Administrator",
"module": "Selling",
"name": "Customer",
@@ -2120,7 +2211,6 @@
],
"quick_entry": 1,
"read_only": 0,
- "read_only_onload": 0,
"search_fields": "customer_name,customer_group,territory, mobile_no,primary_address",
"show_name_in_global_search": 1,
"sort_order": "ASC",
@@ -2128,4 +2218,4 @@
"track_changes": 1,
"track_seen": 0,
"track_views": 0
-}
+}
\ No newline at end of file
diff --git a/erpnext/support/doctype/issue/issue.py b/erpnext/support/doctype/issue/issue.py
index 2bee844..01677ae 100644
--- a/erpnext/support/doctype/issue/issue.py
+++ b/erpnext/support/doctype/issue/issue.py
@@ -12,6 +12,7 @@
from frappe.model.mapper import get_mapped_doc
from frappe.utils.user import is_website_user
from ..service_level_agreement.service_level_agreement import get_active_service_level_agreement_for
+from erpnext.crm.doctype.opportunity.opportunity import assign_to_user
sender_field = "raised_by"
@@ -40,6 +41,9 @@
self.create_communication()
self.flags.communication_created = None
+ # assign to customer account manager or lead owner
+ assign_to_user(self, 'subject')
+
def set_lead_contact(self, email_id):
import email.utils
diff --git a/erpnext/support/doctype/issue/test_issue.py b/erpnext/support/doctype/issue/test_issue.py
index 2cd7601..48ba1f6 100644
--- a/erpnext/support/doctype/issue/test_issue.py
+++ b/erpnext/support/doctype/issue/test_issue.py
@@ -8,8 +8,14 @@
from frappe.utils import now_datetime
import datetime
from datetime import timedelta
+from frappe.desk.form import assign_to
class TestIssue(unittest.TestCase):
+ def test_assignment(self):
+ frappe.db.set_value('Customer', '_Test Customer', 'account_manager', 'test1@example.com')
+ doc = make_issue(customer='_Test Customer')
+ self.assertEqual(assign_to.get(dict(doctype = doc.doctype, name = doc.name))[0].get('owner'), 'test1@example.com')
+
def test_response_time_and_resolution_time_based_on_different_sla(self):
make_service_level_agreement()
@@ -54,7 +60,7 @@
-def make_issue(creation, customer=None):
+def make_issue(creation=None, customer=None):
issue = frappe.get_doc({
"doctype": "Issue",