tests/modules/Leads/ConvertLeadTests.php

   1 <?php
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  36
  37
  38 require_once 'modules/Leads/views/view.convertlead.php';
  39
  40
  41 class ConvertLeadTests extends Sugar_PHPUnit_Framework_TestCase
  42 {
  43     public function setUp()
  44     {
  45         $GLOBALS['current_user'] = SugarTestUserUtilities::createAnonymousUser();
  46         $GLOBALS['app_list_strings'] = return_app_list_strings_language($GLOBALS['current_language']);
  47     }
  48
  49     public function tearDown()
  50     {
  51         SugarTestUserUtilities::removeAllCreatedAnonymousUsers();
  52         unset($GLOBALS['app_list_strings']);
  53         unset($GLOBALS['current_user']);
  54     }
  55
  56     /**
  57     * @group bug39787
  58     */
  59     public function testOpportunityNameValueFilled()
  60     {
  61         $lead = SugarTestLeadUtilities::createLead();
  62         $lead->opportunity_name = 'SBizzle Dollar Store';
  63         $lead->save();
  64
  65         $_REQUEST['module'] = 'Leads';
  66         $_REQUEST['action'] = 'ConvertLead';
  67         $_REQUEST['record'] = $lead->id;
  68
  69         // Check that the opportunity name doesn't get populated when it's not in the Leads editview layout
  70         require_once('include/MVC/Controller/ControllerFactory.php');
  71         require_once('include/MVC/View/ViewFactory.php');
  72         $GLOBALS['app']->controller = ControllerFactory::getController($_REQUEST['module']);
  73         ob_start();
  74         $GLOBALS['app']->controller->execute();
  75         $output = ob_get_clean();
  76
  77         $matches_one = array();
  78         $pattern = '/SBizzle Dollar Store/';
  79         preg_match($pattern, $output, $matches_one);
  80         $this->assertTrue(count($matches_one) == 0, "Opportunity name got carried over to the Convert Leads page when it shouldn't have.");
  81
  82         // Add the opportunity_name to the Leads EditView
  83         SugarTestStudioUtilities::addFieldToLayout('Leads', 'editview', 'opportunity_name');
  84
  85         // Check that the opportunity name now DOES get populated now that it's in the Leads editview layout
  86         ob_start();
  87         $GLOBALS['app']->controller = ControllerFactory::getController($_REQUEST['module']);
  88         $GLOBALS['app']->controller->execute();
  89         $output = ob_get_clean();
  90         $matches_two = array();
  91         $pattern = '/SBizzle Dollar Store/';
  92         preg_match($pattern, $output, $matches_two);
  93         $this->assertTrue(count($matches_two) > 0, "Opportunity name did not carry over to the Convert Leads page when it should have.");
  94
  95         SugarTestStudioUtilities::removeAllCreatedFields();
  96         unset($GLOBALS['app']->controller);
  97         unset($_REQUEST['module']);
  98         unset($_REQUEST['action']);
  99         unset($_REQUEST['record']);
 100         SugarTestLeadUtilities::removeAllCreatedLeads();
 101     }
 102
 103     /**
 104      * @group bug44033
 105      */
 106     public function testActivityMove() {
 107         // init
 108         $lead = SugarTestLeadUtilities::createLead();
 109         $contact = SugarTestContactUtilities::createContact();
 110         $meeting = SugarTestMeetingUtilities::createMeeting();
 111         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 112         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 113         $_REQUEST['record'] = $lead->id;
 114
 115         // refresh the meeting to include parent_id and parent_type
 116         $meeting_id = $meeting->id;
 117         $meeting = new Meeting();
 118         $meeting->retrieve($meeting_id);
 119
 120         // action: move meeting from lead to contact
 121         $convertObj = new TestViewConvertLead();
 122         $convertObj->moveActivityWrapper($meeting, $contact);
 123
 124         // verification 1, parent id should be contact id
 125         $this->assertTrue($meeting->parent_id == $contact->id, 'Meeting parent id is not converted to contact id.');
 126
 127         // verification 2, parent type should be "Contacts"
 128         $this->assertTrue($meeting->parent_type == 'Contacts', 'Meeting parent type is not converted to Contacts.');
 129
 130         // verification 3, record should be deleted from meetings_leads table
 131         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 132         $result = $GLOBALS['db']->query($sql);
 133         $row = $GLOBALS['db']->fetchByAssoc($result);
 134         $this->assertFalse($row, "Meeting-Lead relationship is not removed.");
 135
 136         // verification 4, record should be added to meetings_contacts table
 137         $sql = "select id from meetings_contacts where meeting_id='{$meeting->id}' and contact_id='{$contact->id}' and deleted=0";
 138         $result = $GLOBALS['db']->query($sql);
 139         $row = $GLOBALS['db']->fetchByAssoc($result);
 140         $this->assertFalse(empty($row), "Meeting-Contact relationship is not added.");
 141
 142         // clean up
 143         unset($_REQUEST['record']);
 144         $GLOBALS['db']->query("delete from meetings_contacts where meeting_id='{$meeting->id}' and contact_id= '{$contact->id}'");
 145         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 146         SugarTestMeetingUtilities::removeMeetingContacts();
 147         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 148         SugarTestContactUtilities::removeAllCreatedContacts();
 149         SugarTestLeadUtilities::removeAllCreatedLeads();
 150     }
 151
 152     public function testActivityCopy() {
 153         // init
 154         $lead = SugarTestLeadUtilities::createLead();
 155         $contact = SugarTestContactUtilities::createContact();
 156         $meeting = SugarTestMeetingUtilities::createMeeting();
 157         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 158         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 159         $_REQUEST['record'] = $lead->id;
 160
 161         // refresh the meeting to include parent_id and parent_type
 162         $meeting_id = $meeting->id;
 163         $meeting = new Meeting();
 164         $meeting->retrieve($meeting_id);
 165
 166         // action: copy meeting from lead to contact
 167         $convertObj = new TestViewConvertLead();
 168         $convertObj->copyActivityWrapper($meeting, $contact);
 169
 170         // 1. the original meeting should still have the same parent_type and parent_id
 171         $meeting->retrieve($meeting_id);
 172         $this->assertEquals('Leads', $meeting->parent_type, 'parent_type of the original meeting was changed from Leads to '.$meeting->parent_type);
 173         $this->assertEquals($lead->id, $meeting->parent_id, 'parent_id of the original meeting was changed from '.$lead->id.' to '.$meeting->parent_id);
 174
 175         // 2. a newly created meeting with parent type=Contatcs and parent_id=$contact->id
 176         $sql = "select id from meetings where parent_id='{$contact->id}' and parent_type= 'Contacts' and deleted=0";
 177         $result = $GLOBALS['db']->query($sql);
 178         $row = $GLOBALS['db']->fetchByAssoc($result);
 179         $this->assertNotNull($row, 'Could not find the newly created meeting with parent_type=Contacts and parent_id='.$contact->id);
 180         $new_meeting_id = '';
 181         if ($row) {
 182             $new_meeting_id = $row['id'];
 183         }
 184
 185         // 3. record should not be deleted from meetings_leads table
 186         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 187         $result = $GLOBALS['db']->query($sql);
 188         $row = $GLOBALS['db']->fetchByAssoc($result);
 189         $this->assertNotNull($row, "Meeting-Lead relationship was removed.");
 190
 191         // 4. new meeting record should be added to meetings_contacts table
 192         $sql = "select id from meetings_contacts where meeting_id='{$new_meeting_id}' and contact_id='{$contact->id}' and deleted=0";
 193         $result = $GLOBALS['db']->query($sql);
 194         $row = $GLOBALS['db']->fetchByAssoc($result);
 195         $this->assertFalse(empty($row), "Meeting-Contact relationship has not been added.");
 196
 197         // clean up
 198         unset($_REQUEST['record']);
 199         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact->id}' and parent_type= 'Contacts'");
 200         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 201         $GLOBALS['db']->query("delete from meetings_contacts where meeting_id='{$new_meeting_id}' and contact_id= '{$contact->id}'");
 202         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 203         SugarTestMeetingUtilities::removeMeetingContacts();
 204         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 205         SugarTestContactUtilities::removeAllCreatedContacts();
 206         SugarTestLeadUtilities::removeAllCreatedLeads();
 207     }
 208
 209     public function testConversionAndMoveActivities() {
 210         global $sugar_config;
 211
 212         // init
 213         $lead = SugarTestLeadUtilities::createLead();
 214         $account = SugarTestAccountUtilities::createAccount();
 215         $meeting = SugarTestMeetingUtilities::createMeeting();
 216         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 217         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 218         $_REQUEST['record'] = $lead->id;
 219
 220         // set the request/post parameters before converting the lead
 221         $_REQUEST['module'] = 'Leads';
 222         $_REQUEST['action'] = 'ConvertLead';
 223         $_REQUEST['record'] = $lead->id;
 224         $_REQUEST['handle'] = 'save';
 225         $_REQUEST['selectedAccount'] = $account->id;
 226         $sugar_config['lead_conv_activity_opt'] = 'move';
 227         $_POST['lead_conv_ac_op_sel'] = 'Contacts';
 228
 229         // call display to trigger conversion
 230         $vc = new ViewConvertLead();
 231         $vc->display();
 232
 233         // refresh meeting
 234         $meeting_id = $meeting->id;
 235         $meeting = new Meeting();
 236         $meeting->retrieve($meeting_id);
 237
 238         // refresh lead
 239         $lead_id = $lead->id;
 240         $lead = new Lead();
 241         $lead->retrieve($lead_id);
 242
 243         // retrieve the new contact id from the conversion
 244         $contact_id = $lead->contact_id;
 245
 246         // 1. Lead's contact_id should not be null
 247         $this->assertNotNull($contact_id, 'Lead has null contact id after conversion.');
 248
 249         // 2. Lead status should be 'Converted'
 250         $this->assertEquals('Converted', $lead->status, "Lead atatus should be 'Converted'.");
 251
 252         // 3. new parent_type should be Contacts
 253         $this->assertEquals('Contacts', $meeting->parent_type, 'Meeting parent type has not been set to Contacts');
 254
 255         // 4. new parent_id should be contact id
 256         $this->assertEquals($contact_id, $meeting->parent_id, 'Meeting parent id has not been set to contact id.');
 257
 258         // 5. record should be deleted from meetings_leads table
 259         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 260         $result = $GLOBALS['db']->query($sql);
 261         $row = $GLOBALS['db']->fetchByAssoc($result);
 262         $this->assertFalse($row, "Meeting-Lead relationship is not removed.");
 263
 264         // 6. record should be added to meetings_contacts table
 265         $sql = "select id from meetings_contacts where meeting_id='{$meeting->id}' and contact_id='{$contact_id}' and deleted=0";
 266         $result = $GLOBALS['db']->query($sql);
 267         $row = $GLOBALS['db']->fetchByAssoc($result);
 268         $this->assertFalse(empty($row), "Meeting-Contact relationship is not added.");
 269
 270         // clean up
 271         unset($_REQUEST['record']);
 272         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 273         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact_id}' and parent_type= 'Contacts'");
 274         $GLOBALS['db']->query("delete from contacts where id='{$contact_id}'");
 275         $GLOBALS['db']->query("delete from meetings_contacts where meeting_id='{$meeting->id}' and contact_id= '{$contact_id}'");
 276         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 277         SugarTestMeetingUtilities::removeMeetingContacts();
 278         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 279         SugarTestAccountUtilities::removeAllCreatedAccounts();
 280         SugarTestLeadUtilities::removeAllCreatedLeads();
 281     }
 282
 283     public function testConversionAndCopyActivities() {
 284         global $sugar_config;
 285
 286         // init
 287         $lead = SugarTestLeadUtilities::createLead();
 288         $account = SugarTestAccountUtilities::createAccount();
 289         $meeting = SugarTestMeetingUtilities::createMeeting();
 290         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 291         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 292         $_REQUEST['record'] = $lead->id;
 293
 294         // set the request/post parameters before converting the lead
 295         $_REQUEST['module'] = 'Leads';
 296         $_REQUEST['action'] = 'ConvertLead';
 297         $_REQUEST['record'] = $lead->id;
 298         $_REQUEST['handle'] = 'save';
 299         $_REQUEST['selectedAccount'] = $account->id;
 300         $sugar_config['lead_conv_activity_opt'] = 'copy';
 301         $_POST['lead_conv_ac_op_sel'] = array('Contacts');
 302
 303         // call display to trigger conversion
 304         $vc = new ViewConvertLead();
 305         $vc->display();
 306
 307         // refresh meeting
 308         $meeting_id = $meeting->id;
 309         $meeting = new Meeting();
 310         $meeting->retrieve($meeting_id);
 311
 312         // refresh lead
 313         $lead_id = $lead->id;
 314         $lead = new Lead();
 315         $lead->retrieve($lead_id);
 316
 317         // retrieve the new contact id from the conversion
 318         $contact_id = $lead->contact_id;
 319
 320         // 1. Lead's contact_id should not be null
 321         $this->assertNotNull($contact_id, 'Lead has null contact id after conversion.');
 322
 323         // 2. Lead status should be 'Converted'
 324         $this->assertEquals('Converted', $lead->status, "Lead atatus should be 'Converted'.");
 325
 326         // 3. parent_type of the original meeting should be Leads
 327         $this->assertEquals('Leads', $meeting->parent_type, 'Meeting parent should be Leads');
 328
 329         // 4. parent_id of the original meeting should be contact id
 330         $this->assertEquals($lead_id, $meeting->parent_id, 'Meeting parent id should be lead id.');
 331
 332         // 5. record should NOT be deleted from meetings_leads table
 333         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 334         $result = $GLOBALS['db']->query($sql);
 335         $row = $GLOBALS['db']->fetchByAssoc($result);
 336         $this->assertFalse(empty($row), "Meeting-Lead relationship is removed.");
 337
 338         // 6. record should be added to meetings_contacts table
 339         $sql = "select meeting_id from meetings_contacts where contact_id='{$contact_id}' and deleted=0";
 340         $result = $GLOBALS['db']->query($sql);
 341         $row = $GLOBALS['db']->fetchByAssoc($result);
 342         $this->assertFalse(empty($row), "Meeting-Contact relationship is not added.");
 343
 344         // 7. the parent_type of the new meeting should be Contacts
 345         $new_meeting_id = $row['meeting_id'];
 346         $sql = "select id, parent_type, parent_id from meetings where id='{$new_meeting_id}' and deleted=0";
 347         $result = $GLOBALS['db']->query($sql);
 348         $row = $GLOBALS['db']->fetchByAssoc($result);
 349         $this->assertFalse(empty($row), "New meeting is not added for contact.");
 350         $this->assertEquals('Contacts', $row['parent_type'], 'Parent type of the new meeting should be Contacts');
 351
 352         // 8. the parent_id of the new meeting should be contact id
 353         $this->assertEquals($contact_id, $row['parent_id'], 'Parent id of the new meeting should be contact id.');
 354
 355         // clean up
 356         unset($_REQUEST['record']);
 357         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 358         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact_id}' and parent_type= 'Contacts'");
 359         $GLOBALS['db']->query("delete from contacts where id='{$contact_id}'");
 360         $GLOBALS['db']->query("delete from meetings_leads where meeting_id='{$meeting->id}' and lead_id= '{$lead_id}'");
 361         $GLOBALS['db']->query("delete from meetings_contacts where contact_id= '{$contact_id}'");
 362         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 363         SugarTestMeetingUtilities::removeMeetingContacts();
 364         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 365         SugarTestAccountUtilities::removeAllCreatedAccounts();
 366         SugarTestLeadUtilities::removeAllCreatedLeads();
 367     }
 368
 369     public function testConversionAndDoNothing() {
 370         global $sugar_config;
 371
 372         // init
 373         $lead = SugarTestLeadUtilities::createLead();
 374         $account = SugarTestAccountUtilities::createAccount();
 375         $meeting = SugarTestMeetingUtilities::createMeeting();
 376         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 377         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 378         $_REQUEST['record'] = $lead->id;
 379
 380         // set the request/post parameters before converting the lead
 381         $_REQUEST['module'] = 'Leads';
 382         $_REQUEST['action'] = 'ConvertLead';
 383         $_REQUEST['record'] = $lead->id;
 384         $_REQUEST['handle'] = 'save';
 385         $_REQUEST['selectedAccount'] = $account->id;
 386         $sugar_config['lead_conv_activity_opt'] = 'none';
 387
 388         // call display to trigger conversion
 389         $vc = new ViewConvertLead();
 390         $vc->display();
 391
 392         // refresh meeting
 393         $meeting_id = $meeting->id;
 394         $meeting = new Meeting();
 395         $meeting->retrieve($meeting_id);
 396
 397         // refresh lead
 398         $lead_id = $lead->id;
 399         $lead = new Lead();
 400         $lead->retrieve($lead_id);
 401
 402         // retrieve the new contact id from the conversion
 403         $contact_id = $lead->contact_id;
 404
 405         // 1. Lead's contact_id should not be null
 406         $this->assertNotNull($contact_id, 'Lead has null contact id after conversion.');
 407
 408         // 2. Lead status should be 'Converted'
 409         $this->assertEquals('Converted', $lead->status, "Lead atatus should be 'Converted'.");
 410
 411         // 3. parent_type of the original meeting should be Leads
 412         $this->assertEquals('Leads', $meeting->parent_type, 'Meeting parent should be Leads');
 413
 414         // 4. parent_id of the original meeting should be contact id
 415         $this->assertEquals($lead_id, $meeting->parent_id, 'Meeting parent id should be lead id.');
 416
 417         // 5. record should NOT be deleted from meetings_leads table
 418         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 419         $result = $GLOBALS['db']->query($sql);
 420         $row = $GLOBALS['db']->fetchByAssoc($result);
 421         $this->assertFalse(empty($row), "Meeting-Lead relationship is removed.");
 422
 423         // 6. record should NOT be added to meetings_contacts table
 424         $sql = "select meeting_id from meetings_contacts where contact_id='{$contact_id}' and deleted=0";
 425         $result = $GLOBALS['db']->query($sql);
 426         $row = $GLOBALS['db']->fetchByAssoc($result);
 427         $this->assertFalse($row, "Meeting-Contact relationship should not be added.");
 428
 429         // clean up
 430         unset($_REQUEST['record']);
 431         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 432         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact_id}' and parent_type= 'Contacts'");
 433         $GLOBALS['db']->query("delete from contacts where id='{$contact_id}'");
 434         $GLOBALS['db']->query("delete from meetings_leads where meeting_id='{$meeting->id}' and lead_id= '{$lead_id}'");
 435         $GLOBALS['db']->query("delete from meetings_contacts where contact_id= '{$contact_id}'");
 436         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 437         SugarTestMeetingUtilities::removeMeetingContacts();
 438         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 439         SugarTestAccountUtilities::removeAllCreatedAccounts();
 440         SugarTestLeadUtilities::removeAllCreatedLeads();
 441     }
 442
 443     public function testMeetingsUsersRelationships()
 444     {
 445         global $current_user;
 446
 447         $bean = SugarTestMeetingUtilities::createMeeting();
 448         $convert_lead = SugarTestViewConvertLeadUtilities::createViewConvertLead();
 449
 450         if ($bean->object_name == "Meeting")
 451         {
 452             $convert_lead->setMeetingsUsersRelationship($bean);
 453         }
 454
 455         $this->assertTrue(is_object($bean->users), "Relationship wasn't set.");
 456
 457         SugarTestMeetingUtilities::removeMeetingUsers();
 458         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 459     }
 460 }
 461
 462 class TestViewConvertLead extends ViewConvertLead
 463 {
 464     public function moveActivityWrapper($activity, $bean) {
 465         parent::moveActivity($activity, $bean);
 466     }
 467
 468     public function copyActivityWrapper($activity, $bean) {
 469         parent::copyActivityAndRelateToBean($activity, $bean);
 470     }
 471
 472     public function testMeetingsUsersRelationships()
 473     {
 474         global $current_user;
 475
 476         $bean = SugarTestMeetingUtilities::createMeeting();
 477         $convert_lead = SugarTestViewConvertLeadUtilities::createViewConvertLead();
 478
 479         if ($bean->object_name == "Meeting")
 480         {
 481             $convert_lead->setMeetingsUsersRelationship($bean);
 482         }
 483
 484         $this->assertTrue(is_object($bean->users), "Relationship wasn't set.");
 485
 486         SugarTestMeetingUtilities::removeMeetingUsers();
 487         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 488     }
 489 }