Allowing the creation of an Oganization as Lead (#11724)

* Allow the creation of an organization lead

* Changes following test fails

* Test case correction

erpnext/crm/doctype/lead/lead.js

@@ -11,6 +11,7 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
 	},
 
 	onload: function() {
+
 		if(cur_frm.fields_dict.lead_owner.df.options.match(/^User/)) {
 			cur_frm.fields_dict.lead_owner.get_query = function(doc, cdt, cdn) {
 				return { query: "frappe.core.doctype.user.user.user_query" }
@@ -61,10 +62,21 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
 			method: "erpnext.crm.doctype.lead.lead.make_quotation",
 			frm: cur_frm
 		})
+	},
+
+	organization_lead: function() {
+		if (this.frm.doc.organization_lead == 1) {
+			this.frm.set_df_property('company_name', 'reqd', 1);
+		} else {
+			this.frm.set_df_property('company_name', 'reqd', 0);
+		}
+	},
+
+	company_name: function() {
+		if (this.frm.doc.organization_lead == 1) {
+			this.frm.set_value("lead_name", this.frm.doc.company_name);
+		}
 	}
 });
 
 $.extend(cur_frm.cscript, new erpnext.LeadController({frm: cur_frm}));
-
-
-

erpnext/crm/doctype/lead/lead.json

@@ -12,6 +12,37 @@
  "document_type": "Document", 
  "editable_grid": 0, 
  "fields": [
+  {
+   "allow_bulk_edit": 0, 
+   "allow_on_submit": 0, 
+   "bold": 0, 
+   "collapsible": 0, 
+   "columns": 0, 
+   "depends_on": "", 
+   "fieldname": "organization_lead", 
+   "fieldtype": "Check", 
+   "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": "Lead is an Organization", 
+   "length": 0, 
+   "no_copy": 0, 
+   "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": 1, 
+   "unique": 0
+  }, 
   {
    "allow_bulk_edit": 0, 
    "allow_on_submit": 0, 
@@ -80,6 +111,7 @@
    "bold": 0, 
    "collapsible": 0, 
    "columns": 0, 
+   "depends_on": "eval:!doc.organization_lead", 
    "fieldname": "lead_name", 
    "fieldtype": "Data", 
    "hidden": 0, 
@@ -673,6 +705,38 @@
    "bold": 0, 
    "collapsible": 0, 
    "columns": 0, 
+   "depends_on": "eval:doc.organization_lead", 
+   "fieldname": "contact_html", 
+   "fieldtype": "HTML", 
+   "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": "Contact HTML", 
+   "length": 0, 
+   "no_copy": 0, 
+   "permlevel": 0, 
+   "precision": "", 
+   "print_hide": 0, 
+   "print_hide_if_no_value": 0, 
+   "read_only": 1, 
+   "remember_last_selected_value": 0, 
+   "report_hide": 0, 
+   "reqd": 0, 
+   "search_index": 0, 
+   "set_only_once": 0, 
+   "unique": 0
+  }, 
+  {
+   "allow_bulk_edit": 0, 
+   "allow_on_submit": 0, 
+   "bold": 0, 
+   "collapsible": 0, 
+   "columns": 0, 
+   "depends_on": "eval:!doc.organization_lead", 
    "fieldname": "phone", 
    "fieldtype": "Data", 
    "hidden": 0, 
@@ -704,6 +768,7 @@
    "bold": 0, 
    "collapsible": 0, 
    "columns": 0, 
+   "depends_on": "eval:!doc.organization_lead", 
    "fieldname": "salutation", 
    "fieldtype": "Link", 
    "hidden": 0, 
@@ -735,6 +800,7 @@
    "bold": 0, 
    "collapsible": 0, 
    "columns": 0, 
+   "depends_on": "eval:!doc.organization_lead", 
    "fieldname": "mobile_no", 
    "fieldtype": "Data", 
    "hidden": 0, 
@@ -766,6 +832,7 @@
    "bold": 0, 
    "collapsible": 0, 
    "columns": 0, 
+   "depends_on": "eval:!doc.organization_lead", 
    "fieldname": "fax", 
    "fieldtype": "Data", 
    "hidden": 0, 
@@ -1147,7 +1214,7 @@
  "issingle": 0, 
  "istable": 0, 
  "max_attachments": 0, 
- "modified": "2017-08-21 02:28:21.581948", 
+ "modified": "2017-11-24 11:10:56.485917", 
  "modified_by": "Administrator", 
  "module": "CRM", 
  "name": "Lead", 

erpnext/crm/doctype/lead/lead.py

@@ -23,6 +23,7 @@ class Lead(SellingController):
 		load_address_and_contact(self)
 
 	def validate(self):
+		self.set_lead_name()
 		self._prev = frappe._dict({
 			"contact_date": frappe.db.get_value("Lead", self.name, "contact_date") if \
 				(not cint(self.get("__islocal"))) else None,
@@ -98,6 +99,10 @@ class Lead(SellingController):
 			"status": "Lost"
 		})
 
+	def set_lead_name(self):
+		if not self.lead_name:
+			frappe.db.set_value("Lead", self.name, "lead_name", self.organization_name)
+
 @frappe.whitelist()
 def make_customer(source_name, target_doc=None):
 	return _make_customer(source_name, target_doc)
@@ -124,6 +129,7 @@ def _make_customer(source_name, target_doc=None, ignore_permissions=False):
 			}
 		}}, target_doc, set_missing_values, ignore_permissions=ignore_permissions)
 
+	print(doclist)
 	return doclist
 
 @frappe.whitelist()

erpnext/crm/doctype/lead/test_lead.js

@@ -1,7 +1,7 @@
 QUnit.module("sales");
 
 QUnit.test("test: lead", function (assert) {
-	assert.expect(4);
+	assert.expect(10);
 	let done = assert.async();
 	let lead_name = frappe.utils.get_random(10);
 	frappe.run_serially([
@@ -40,4 +40,53 @@ QUnit.test("test: lead", function (assert) {
 
 		() => done()
 	]);
+	frappe.run_serially([
+		// test lead creation
+		() => frappe.set_route("List", "Lead"),
+		() => frappe.new_doc("Lead"),
+		() => frappe.timeout(1),
+		() => cur_frm.set_value("organization_lead", "1"),
+		() => cur_frm.set_value("organization_name", lead_name),
+		() => cur_frm.save(),
+		() => frappe.timeout(1),
+		() => {
+			assert.ok(cur_frm.doc.lead_name.includes(lead_name),
+				'name correctly set');
+			frappe.lead_name = cur_frm.doc.name;
+		},
+		// create address and contact
+		() => frappe.click_link('Address & Contact'),
+		() => frappe.click_button('New Address'),
+		() => frappe.timeout(1),
+		() => frappe.set_control('address_line1', 'Gateway'),
+		() => frappe.set_control('city', 'Mumbai'),
+		() => cur_frm.save(),
+		() => frappe.timeout(3),
+		() => assert.equal(frappe.get_route()[1], 'Lead',
+			'back to lead form'),
+		() => frappe.click_link('Address & Contact'),
+		() => assert.ok($('.address-box').text().includes('Mumbai'),
+			'city is seen in address box'),
+
+		() => frappe.click_button('New Contact'),
+		() => frappe.timeout(1),
+		() => frappe.set_control('first_name', 'John'),
+		() => frappe.set_control('last_name', 'Doe'),
+		() => cur_frm.save(),
+		() => frappe.timeout(3),
+		() => assert.equal(frappe.get_route()[1], 'Lead',
+			'back to lead form'),
+		() => frappe.click_link('Address & Contact'),
+		() => assert.ok($('.address-box').text().includes('John'),
+			'contact is seen in contact box'),
+
+		// make customer
+		() => frappe.click_button('Make'),
+		() => frappe.click_link('customer'),
+		() => frappe.timeout(2),
+		() => assert.equal(cur_frm.doc.lead_name, frappe.lead_name,
+			'lead name correctly mapped'),
+
+		() => done()
+	]);
 });

erpnext/crm/doctype/lead/test_lead.py

@@ -21,3 +21,14 @@ class TestLead(unittest.TestCase):
 		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.assertEquals(customer.doctype, "Customer")
+		self.assertEquals(customer.lead_name, "_T-Lead-00002")
+
+		customer.company = "_Test Company"
+		customer.customer_group = "_Test Customer Group"
+		customer.insert()

erpnext/crm/doctype/lead/test_records.json

@@ -23,5 +23,13 @@
   "email_id": "test_lead3@example.com",
   "lead_name": "_Test Lead 3",
   "status": "Converted"
+},
+{
+ "doctype": "Lead",
+ "email_id": "test_lead4@example.com",
+ "organization_lead": 1,
+ "lead_name": "_Test Lead 4",
+ "organization_name": "_Test Lead 4",
+ "status": "Open"
 }
 ]

erpnext/docs/user/manual/en/CRM/lead.md

@@ -43,6 +43,9 @@ A Lead is a potential Customer, someone who can give you business. A Customer is
 organization or individual who has given you business before (and has an Account
 in your system). A Contact is a person who belongs to the Customer.
 
+A Lead can sometimes be an organization you are trying to make a deal with. In this case you can select "Lead is an Organization" and add as many contacts within this organization as you want.
+It is useful if you are establishing a relationship with several people within the same organization.
+
 A Lead can be converted to a Customer by selecting “Customer” from the **Make**
 dropdown. Once the Customer is created, the Lead becomes “Converted” and any
 further Opportunities from the same source can be created against this

erpnext/selling/doctype/customer/customer.py

@@ -88,11 +88,25 @@ class Customer(TransactionBase):
 					address.append('links', dict(link_doctype='Customer', link_name=self.name))
 					address.save()
 
-			lead = frappe.db.get_value("Lead", self.lead_name, ["lead_name", "email_id", "phone", "mobile_no", "gender", "salutation"], as_dict=True)
+			lead = frappe.db.get_value("Lead", self.lead_name, ["organization_lead", "lead_name", "email_id", "phone", "mobile_no", "gender", "salutation"], as_dict=True)
 
 			if not lead.lead_name:
 				frappe.throw(_("Please mention the Lead Name in Lead {0}").format(self.lead_name))
 
+			if lead.organization_lead:
+				contact_names = frappe.get_all('Dynamic Link', filters={
+									"parenttype":"Contact",
+									"link_doctype":"Lead",
+									"link_name":self.lead_name
+								}, fields=["parent as name"])
+
+				for contact_name in contact_names:
+					contact = frappe.get_doc('Contact', contact_name.get('name'))
+					if not contact.has_link('Customer', self.name):
+						contact.append('links', dict(link_doctype='Customer', link_name=self.name))
+						contact.save()
+
+			else:
 				lead.lead_name = lead.lead_name.split(" ")
 				lead.first_name = lead.lead_name[0]
 				lead.last_name = " ".join(lead.lead_name[1:])