fix(crm): match contact form sender to the signed-in user case-insensitively

erpnext/templates/test_utils.py

@@ -39,3 +39,30 @@ class TestTemplateUtils(FrappeTestCase):
 		with self.set_user("Guest"):
 			send_message("_test_contact_us_disabled@example.com", "Hello", "Disabled")
 		self.assertFalse(frappe.db.exists("Lead", {"email_id": "_test_contact_us_disabled@example.com"}))
+
+	def test_contact_us_signed_in_sender_is_filed_against_own_customer(self):
+		from erpnext.tests.permission_test_utils import as_user, make_fenced_user
+
+		frappe.db.set_single_value("CRM Settings", "enable_opportunity_creation_from_contact_us", 1)
+		self.addCleanup(frappe.db.set_default, "company", frappe.db.get_default("company"))
+		frappe.db.set_default("company", "_Test Company")
+		user = make_fenced_user("_test_contact_us_signed_in@example.com", ["Customer"])
+		other = "_test_contact_us_colleague@example.com"
+		for email in (user, other):
+			frappe.get_doc(
+				{
+					"doctype": "Contact",
+					"first_name": email,
+					"email_ids": [{"email_id": email, "is_primary": 1}],
+					"links": [{"link_doctype": "Customer", "link_name": "_Test Customer"}],
+				}
+			).insert(ignore_permissions=True)
+
+		with as_user(user):
+			send_message(user.upper(), "Renewal request", "Own renewal")
+			send_message(other, "Renewal request", "Colleague renewal")
+
+		own = frappe.db.get_value("Opportunity", {"title": "Own renewal"}, ["opportunity_from", "party_name"])
+		colleague = frappe.db.get_value("Opportunity", {"title": "Colleague renewal"}, "opportunity_from")
+		self.assertEqual(own, ("Customer", "_Test Customer"))
+		self.assertEqual(colleague, "Lead")

erpnext/templates/utils.py

@@ -30,7 +30,7 @@ def send_message(sender: str, message: str, subject: str = "Website Query"):
 
 	lead = customer = None
 	# a guest's address is unverified, so only a signed-in sender is matched to a customer
-	if frappe.session.user == sender:
+	if frappe.session.user.lower() == sender.lower():
 		customer = frappe.db.sql(
 			"""select distinct dl.link_name from `tabDynamic Link` dl
 			left join `tabContact` c on dl.parent=c.name where dl.link_doctype='Customer'