tests/modules/Leads/ConvertLeadTests.php

   1 <?php
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  36
  37
  38 require_once 'modules/Leads/views/view.convertlead.php';
  39 require_once 'tests/SugarTestViewConvertLeadUtilities.php';
  40
  41
  42 class ConvertLeadTests extends Sugar_PHPUnit_Framework_TestCase
  43 {
  44     public function setUp()
  45     {
  46         $GLOBALS['current_user'] = SugarTestUserUtilities::createAnonymousUser();
  47         $GLOBALS['app_list_strings'] = return_app_list_strings_language($GLOBALS['current_language']);
  48     }
  49
  50     public function tearDown()
  51     {
  52         SugarTestUserUtilities::removeAllCreatedAnonymousUsers();
  53         unset($GLOBALS['app_list_strings']);
  54         unset($GLOBALS['current_user']);
  55     }
  56
  57     /**
  58     * @group bug39787
  59     */
  60     public function testOpportunityNameValueFilled()
  61     {
  62         $lead = SugarTestLeadUtilities::createLead();
  63         $lead->opportunity_name = 'SBizzle Dollar Store';
  64         $lead->save();
  65
  66         $_REQUEST['module'] = 'Leads';
  67         $_REQUEST['action'] = 'ConvertLead';
  68         $_REQUEST['record'] = $lead->id;
  69
  70         // Check that the opportunity name doesn't get populated when it's not in the Leads editview layout
  71         require_once('include/MVC/Controller/ControllerFactory.php');
  72         require_once('include/MVC/View/ViewFactory.php');
  73         $GLOBALS['app']->controller = ControllerFactory::getController($_REQUEST['module']);
  74         ob_start();
  75         $GLOBALS['app']->controller->execute();
  76         $output = ob_get_clean();
  77
  78         $matches_one = array();
  79         $pattern = '/SBizzle Dollar Store/';
  80         preg_match($pattern, $output, $matches_one);
  81         $this->assertTrue(count($matches_one) == 0, "Opportunity name got carried over to the Convert Leads page when it shouldn't have.");
  82
  83         // Add the opportunity_name to the Leads EditView
  84         SugarTestStudioUtilities::addFieldToLayout('Leads', 'editview', 'opportunity_name');
  85
  86         // Check that the opportunity name now DOES get populated now that it's in the Leads editview layout
  87         ob_start();
  88         $GLOBALS['app']->controller = ControllerFactory::getController($_REQUEST['module']);
  89         $GLOBALS['app']->controller->execute();
  90         $output = ob_get_clean();
  91         $matches_two = array();
  92         $pattern = '/SBizzle Dollar Store/';
  93         preg_match($pattern, $output, $matches_two);
  94         $this->assertTrue(count($matches_two) > 0, "Opportunity name did not carry over to the Convert Leads page when it should have.");
  95
  96         SugarTestStudioUtilities::removeAllCreatedFields();
  97         unset($GLOBALS['app']->controller);
  98         unset($_REQUEST['module']);
  99         unset($_REQUEST['action']);
 100         unset($_REQUEST['record']);
 101         SugarTestLeadUtilities::removeAllCreatedLeads();
 102     }
 103
 104     /**
 105      * @group bug44033
 106      */
 107     public function testActivityMove() {
 108         // init
 109         $lead = SugarTestLeadUtilities::createLead();
 110         $contact = SugarTestContactUtilities::createContact();
 111         $meeting = SugarTestMeetingUtilities::createMeeting();
 112         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 113         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 114         $_REQUEST['record'] = $lead->id;
 115
 116         // refresh the meeting to include parent_id and parent_type
 117         $meeting_id = $meeting->id;
 118         $meeting = new Meeting();
 119         $meeting->retrieve($meeting_id);
 120
 121         // action: move meeting from lead to contact
 122         $convertObj = new TestViewConvertLead();
 123         $convertObj->moveActivityWrapper($meeting, $contact);
 124
 125         // verification 1, parent id should be contact id
 126         $this->assertTrue($meeting->parent_id == $contact->id, 'Meeting parent id is not converted to contact id.');
 127
 128         // verification 2, parent type should be "Contacts"
 129         $this->assertTrue($meeting->parent_type == 'Contacts', 'Meeting parent type is not converted to Contacts.');
 130
 131         // verification 3, record should be deleted from meetings_leads table
 132         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 133         $result = $GLOBALS['db']->query($sql);
 134         $row = $GLOBALS['db']->fetchByAssoc($result);
 135         $this->assertFalse($row, "Meeting-Lead relationship is not removed.");
 136
 137         // verification 4, record should be added to meetings_contacts table
 138         $sql = "select id from meetings_contacts where meeting_id='{$meeting->id}' and contact_id='{$contact->id}' and deleted=0";
 139         $result = $GLOBALS['db']->query($sql);
 140         $row = $GLOBALS['db']->fetchByAssoc($result);
 141         $this->assertFalse(empty($row), "Meeting-Contact relationship is not added.");
 142
 143         // clean up
 144         unset($_REQUEST['record']);
 145         $GLOBALS['db']->query("delete from meetings_contacts where meeting_id='{$meeting->id}' and contact_id= '{$contact->id}'");
 146         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 147         SugarTestMeetingUtilities::removeMeetingContacts();
 148         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 149         SugarTestContactUtilities::removeAllCreatedContacts();
 150         SugarTestLeadUtilities::removeAllCreatedLeads();
 151     }
 152
 153     public function testActivityCopy() {
 154         // init
 155         $lead = SugarTestLeadUtilities::createLead();
 156         $contact = SugarTestContactUtilities::createContact();
 157         $meeting = SugarTestMeetingUtilities::createMeeting();
 158         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 159         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 160         $_REQUEST['record'] = $lead->id;
 161
 162         // refresh the meeting to include parent_id and parent_type
 163         $meeting_id = $meeting->id;
 164         $meeting = new Meeting();
 165         $meeting->retrieve($meeting_id);
 166
 167         // action: copy meeting from lead to contact
 168         $convertObj = new TestViewConvertLead();
 169         $convertObj->copyActivityWrapper($meeting, $contact);
 170
 171         // 1. the original meeting should still have the same parent_type and parent_id
 172         $meeting->retrieve($meeting_id);
 173         $this->assertEquals('Leads', $meeting->parent_type, 'parent_type of the original meeting was changed from Leads to '.$meeting->parent_type);
 174         $this->assertEquals($lead->id, $meeting->parent_id, 'parent_id of the original meeting was changed from '.$lead->id.' to '.$meeting->parent_id);
 175
 176         // 2. a newly created meeting with parent type=Contatcs and parent_id=$contact->id
 177         $sql = "select id from meetings where parent_id='{$contact->id}' and parent_type= 'Contacts' and deleted=0";
 178         $result = $GLOBALS['db']->query($sql);
 179         $row = $GLOBALS['db']->fetchByAssoc($result);
 180         $this->assertNotNull($row, 'Could not find the newly created meeting with parent_type=Contacts and parent_id='.$contact->id);
 181         $new_meeting_id = '';
 182         if ($row) {
 183             $new_meeting_id = $row['id'];
 184         }
 185
 186         // 3. record should not be deleted from meetings_leads table
 187         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 188         $result = $GLOBALS['db']->query($sql);
 189         $row = $GLOBALS['db']->fetchByAssoc($result);
 190         $this->assertNotNull($row, "Meeting-Lead relationship was removed.");
 191
 192         // 4. new meeting record should be added to meetings_contacts table
 193         $sql = "select id from meetings_contacts where meeting_id='{$new_meeting_id}' and contact_id='{$contact->id}' and deleted=0";
 194         $result = $GLOBALS['db']->query($sql);
 195         $row = $GLOBALS['db']->fetchByAssoc($result);
 196         $this->assertFalse(empty($row), "Meeting-Contact relationship has not been added.");
 197
 198         // clean up
 199         unset($_REQUEST['record']);
 200         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact->id}' and parent_type= 'Contacts'");
 201         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 202         $GLOBALS['db']->query("delete from meetings_contacts where meeting_id='{$new_meeting_id}' and contact_id= '{$contact->id}'");
 203         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 204         SugarTestMeetingUtilities::removeMeetingContacts();
 205         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 206         SugarTestContactUtilities::removeAllCreatedContacts();
 207         SugarTestLeadUtilities::removeAllCreatedLeads();
 208     }
 209
 210     public function testConversionAndMoveActivities() {
 211         global $sugar_config;
 212
 213         // init
 214         $lead = SugarTestLeadUtilities::createLead();
 215         $account = SugarTestAccountUtilities::createAccount();
 216         $meeting = SugarTestMeetingUtilities::createMeeting();
 217         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 218         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 219         $_REQUEST['record'] = $lead->id;
 220
 221         // set the request/post parameters before converting the lead
 222         $_REQUEST['module'] = 'Leads';
 223         $_REQUEST['action'] = 'ConvertLead';
 224         $_REQUEST['record'] = $lead->id;
 225         $_REQUEST['handle'] = 'save';
 226         $_REQUEST['selectedAccount'] = $account->id;
 227         $sugar_config['lead_conv_activity_opt'] = 'move';
 228         $_POST['lead_conv_ac_op_sel'] = 'Contacts';
 229
 230         // call display to trigger conversion
 231         $vc = new ViewConvertLead();
 232         $vc->display();
 233
 234         // refresh meeting
 235         $meeting_id = $meeting->id;
 236         $meeting = new Meeting();
 237         $meeting->retrieve($meeting_id);
 238
 239         // refresh lead
 240         $lead_id = $lead->id;
 241         $lead = new Lead();
 242         $lead->retrieve($lead_id);
 243
 244         // retrieve the new contact id from the conversion
 245         $contact_id = $lead->contact_id;
 246
 247         // 1. Lead's contact_id should not be null
 248         $this->assertNotNull($contact_id, 'Lead has null contact id after conversion.');
 249
 250         // 2. Lead status should be 'Converted'
 251         $this->assertEquals('Converted', $lead->status, "Lead atatus should be 'Converted'.");
 252
 253         // 3. new parent_type should be Contacts
 254         $this->assertEquals('Contacts', $meeting->parent_type, 'Meeting parent type has not been set to Contacts');
 255
 256         // 4. new parent_id should be contact id
 257         $this->assertEquals($contact_id, $meeting->parent_id, 'Meeting parent id has not been set to contact id.');
 258
 259         // 5. record should be deleted from meetings_leads table
 260         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 261         $result = $GLOBALS['db']->query($sql);
 262         $row = $GLOBALS['db']->fetchByAssoc($result);
 263         $this->assertFalse($row, "Meeting-Lead relationship is not removed.");
 264
 265         // 6. record should be added to meetings_contacts table
 266         $sql = "select id from meetings_contacts where meeting_id='{$meeting->id}' and contact_id='{$contact_id}' and deleted=0";
 267         $result = $GLOBALS['db']->query($sql);
 268         $row = $GLOBALS['db']->fetchByAssoc($result);
 269         $this->assertFalse(empty($row), "Meeting-Contact relationship is not added.");
 270
 271         // clean up
 272         unset($_REQUEST['record']);
 273         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 274         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact_id}' and parent_type= 'Contacts'");
 275         $GLOBALS['db']->query("delete from contacts where id='{$contact_id}'");
 276         $GLOBALS['db']->query("delete from meetings_contacts where meeting_id='{$meeting->id}' and contact_id= '{$contact_id}'");
 277         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 278         SugarTestMeetingUtilities::removeMeetingContacts();
 279         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 280         SugarTestAccountUtilities::removeAllCreatedAccounts();
 281         SugarTestLeadUtilities::removeAllCreatedLeads();
 282     }
 283
 284     public function testConversionAndCopyActivities() {
 285         global $sugar_config;
 286
 287         // init
 288         $lead = SugarTestLeadUtilities::createLead();
 289         $account = SugarTestAccountUtilities::createAccount();
 290         $meeting = SugarTestMeetingUtilities::createMeeting();
 291         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 292         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 293         $_REQUEST['record'] = $lead->id;
 294
 295         // set the request/post parameters before converting the lead
 296         $_REQUEST['module'] = 'Leads';
 297         $_REQUEST['action'] = 'ConvertLead';
 298         $_REQUEST['record'] = $lead->id;
 299         $_REQUEST['handle'] = 'save';
 300         $_REQUEST['selectedAccount'] = $account->id;
 301         $sugar_config['lead_conv_activity_opt'] = 'copy';
 302         $_POST['lead_conv_ac_op_sel'] = array('Contacts');
 303
 304         // call display to trigger conversion
 305         $vc = new ViewConvertLead();
 306         $vc->display();
 307
 308         // refresh meeting
 309         $meeting_id = $meeting->id;
 310         $meeting = new Meeting();
 311         $meeting->retrieve($meeting_id);
 312
 313         // refresh lead
 314         $lead_id = $lead->id;
 315         $lead = new Lead();
 316         $lead->retrieve($lead_id);
 317
 318         // retrieve the new contact id from the conversion
 319         $contact_id = $lead->contact_id;
 320
 321         // 1. Lead's contact_id should not be null
 322         $this->assertNotNull($contact_id, 'Lead has null contact id after conversion.');
 323
 324         // 2. Lead status should be 'Converted'
 325         $this->assertEquals('Converted', $lead->status, "Lead atatus should be 'Converted'.");
 326
 327         // 3. parent_type of the original meeting should be Leads
 328         $this->assertEquals('Leads', $meeting->parent_type, 'Meeting parent should be Leads');
 329
 330         // 4. parent_id of the original meeting should be contact id
 331         $this->assertEquals($lead_id, $meeting->parent_id, 'Meeting parent id should be lead id.');
 332
 333         // 5. record should NOT be deleted from meetings_leads table
 334         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 335         $result = $GLOBALS['db']->query($sql);
 336         $row = $GLOBALS['db']->fetchByAssoc($result);
 337         $this->assertFalse(empty($row), "Meeting-Lead relationship is removed.");
 338
 339         // 6. record should be added to meetings_contacts table
 340         $sql = "select meeting_id from meetings_contacts where contact_id='{$contact_id}' and deleted=0";
 341         $result = $GLOBALS['db']->query($sql);
 342         $row = $GLOBALS['db']->fetchByAssoc($result);
 343         $this->assertFalse(empty($row), "Meeting-Contact relationship is not added.");
 344
 345         // 7. the parent_type of the new meeting should be Contacts
 346         $new_meeting_id = $row['meeting_id'];
 347         $sql = "select id, parent_type, parent_id from meetings where id='{$new_meeting_id}' and deleted=0";
 348         $result = $GLOBALS['db']->query($sql);
 349         $row = $GLOBALS['db']->fetchByAssoc($result);
 350         $this->assertFalse(empty($row), "New meeting is not added for contact.");
 351         $this->assertEquals('Contacts', $row['parent_type'], 'Parent type of the new meeting should be Contacts');
 352
 353         // 8. the parent_id of the new meeting should be contact id
 354         $this->assertEquals($contact_id, $row['parent_id'], 'Parent id of the new meeting should be contact id.');
 355
 356         // clean up
 357         unset($_REQUEST['record']);
 358         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 359         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact_id}' and parent_type= 'Contacts'");
 360         $GLOBALS['db']->query("delete from contacts where id='{$contact_id}'");
 361         $GLOBALS['db']->query("delete from meetings_leads where meeting_id='{$meeting->id}' and lead_id= '{$lead_id}'");
 362         $GLOBALS['db']->query("delete from meetings_contacts where contact_id= '{$contact_id}'");
 363         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 364         SugarTestMeetingUtilities::removeMeetingContacts();
 365         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 366         SugarTestAccountUtilities::removeAllCreatedAccounts();
 367         SugarTestLeadUtilities::removeAllCreatedLeads();
 368     }
 369
 370     public function testConversionAndDoNothing() {
 371         global $sugar_config;
 372
 373         // init
 374         $lead = SugarTestLeadUtilities::createLead();
 375         $account = SugarTestAccountUtilities::createAccount();
 376         $meeting = SugarTestMeetingUtilities::createMeeting();
 377         SugarTestMeetingUtilities::addMeetingParent($meeting->id, $lead->id);
 378         $relation_id = SugarTestMeetingUtilities::addMeetingLeadRelation($meeting->id, $lead->id);
 379         $_REQUEST['record'] = $lead->id;
 380
 381         // set the request/post parameters before converting the lead
 382         $_REQUEST['module'] = 'Leads';
 383         $_REQUEST['action'] = 'ConvertLead';
 384         $_REQUEST['record'] = $lead->id;
 385         $_REQUEST['handle'] = 'save';
 386         $_REQUEST['selectedAccount'] = $account->id;
 387         $sugar_config['lead_conv_activity_opt'] = 'none';
 388
 389         // call display to trigger conversion
 390         $vc = new ViewConvertLead();
 391         $vc->display();
 392
 393         // refresh meeting
 394         $meeting_id = $meeting->id;
 395         $meeting = new Meeting();
 396         $meeting->retrieve($meeting_id);
 397
 398         // refresh lead
 399         $lead_id = $lead->id;
 400         $lead = new Lead();
 401         $lead->retrieve($lead_id);
 402
 403         // retrieve the new contact id from the conversion
 404         $contact_id = $lead->contact_id;
 405
 406         // 1. Lead's contact_id should not be null
 407         $this->assertNotNull($contact_id, 'Lead has null contact id after conversion.');
 408
 409         // 2. Lead status should be 'Converted'
 410         $this->assertEquals('Converted', $lead->status, "Lead atatus should be 'Converted'.");
 411
 412         // 3. parent_type of the original meeting should be Leads
 413         $this->assertEquals('Leads', $meeting->parent_type, 'Meeting parent should be Leads');
 414
 415         // 4. parent_id of the original meeting should be contact id
 416         $this->assertEquals($lead_id, $meeting->parent_id, 'Meeting parent id should be lead id.');
 417
 418         // 5. record should NOT be deleted from meetings_leads table
 419         $sql = "select id from meetings_leads where meeting_id='{$meeting->id}' and lead_id='{$lead->id}' and deleted=0";
 420         $result = $GLOBALS['db']->query($sql);
 421         $row = $GLOBALS['db']->fetchByAssoc($result);
 422         $this->assertFalse(empty($row), "Meeting-Lead relationship is removed.");
 423
 424         // 6. record should NOT be added to meetings_contacts table
 425         $sql = "select meeting_id from meetings_contacts where contact_id='{$contact_id}' and deleted=0";
 426         $result = $GLOBALS['db']->query($sql);
 427         $row = $GLOBALS['db']->fetchByAssoc($result);
 428         $this->assertFalse($row, "Meeting-Contact relationship should not be added.");
 429
 430         // clean up
 431         unset($_REQUEST['record']);
 432         $GLOBALS['db']->query("delete from meetings where parent_id='{$lead->id}' and parent_type= 'Leads'");
 433         $GLOBALS['db']->query("delete from meetings where parent_id='{$contact_id}' and parent_type= 'Contacts'");
 434         $GLOBALS['db']->query("delete from contacts where id='{$contact_id}'");
 435         $GLOBALS['db']->query("delete from meetings_leads where meeting_id='{$meeting->id}' and lead_id= '{$lead_id}'");
 436         $GLOBALS['db']->query("delete from meetings_contacts where contact_id= '{$contact_id}'");
 437         SugarTestMeetingUtilities::deleteMeetingLeadRelation($relation_id);
 438         SugarTestMeetingUtilities::removeMeetingContacts();
 439         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 440         SugarTestAccountUtilities::removeAllCreatedAccounts();
 441         SugarTestLeadUtilities::removeAllCreatedLeads();
 442     }
 443
 444     public function testMeetingsUsersRelationships()
 445     {
 446         global $current_user;
 447
 448         $bean = SugarTestMeetingUtilities::createMeeting();
 449         $convert_lead = SugarTestViewConvertLeadUtilities::createViewConvertLead();
 450
 451         if ($bean->object_name == "Meeting")
 452         {
 453             $convert_lead->setMeetingsUsersRelationship($bean);
 454         }
 455
 456         $this->assertTrue(is_object($bean->users), "Relationship wasn't set.");
 457
 458         SugarTestMeetingUtilities::removeMeetingUsers();
 459         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 460     }
 461 }
 462
 463 class TestViewConvertLead extends ViewConvertLead
 464 {
 465     public function moveActivityWrapper($activity, $bean) {
 466         parent::moveActivity($activity, $bean);
 467     }
 468
 469     public function copyActivityWrapper($activity, $bean) {
 470         parent::copyActivityAndRelateToBean($activity, $bean);
 471     }
 472
 473     public function testMeetingsUsersRelationships()
 474     {
 475         global $current_user;
 476
 477         $bean = SugarTestMeetingUtilities::createMeeting();
 478         $convert_lead = SugarTestViewConvertLeadUtilities::createViewConvertLead();
 479
 480         if ($bean->object_name == "Meeting")
 481         {
 482             $convert_lead->setMeetingsUsersRelationship($bean);
 483         }
 484
 485         $this->assertTrue(is_object($bean->users), "Relationship wasn't set.");
 486
 487         SugarTestMeetingUtilities::removeMeetingUsers();
 488         SugarTestMeetingUtilities::removeAllCreatedMeetings();
 489     }
 490 }