324 lines
17 KiB
Python
324 lines
17 KiB
Python
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo.addons.crm.tests.common import TestCrmCommon, INCOMING_EMAIL
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from odoo.exceptions import AccessError, UserError
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from odoo.tests import Form, tagged
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from odoo.tests.common import users
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@tagged('multi_company')
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class TestCRMLeadMultiCompany(TestCrmCommon):
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@classmethod
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def setUpClass(cls):
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super(TestCRMLeadMultiCompany, cls).setUpClass()
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cls._activate_multi_company()
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def test_initial_data(self):
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""" Ensure global data for those tests to avoid unwanted side effects """
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self.assertFalse(self.sales_team_1.company_id)
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self.assertEqual(self.user_sales_manager_mc.company_id, self.company_2)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation(self):
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""" Test lead company computation depending on various parameters. Check
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the company is set from the team_id or from the env if there is no team.
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No responsible, no team, should not limit company. """
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# Lead with falsy values are kept
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lead_no_team = self.env['crm.lead'].create({
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'name': 'L1',
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'team_id': False,
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'user_id': False,
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})
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self.assertFalse(lead_no_team.company_id)
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self.assertFalse(lead_no_team.team_id)
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self.assertFalse(lead_no_team.user_id)
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# Lead with team with company sets company
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lead_team_c2 = self.env['crm.lead'].create({
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'name': 'L2',
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'team_id': self.team_company2.id,
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'user_id': False,
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})
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self.assertEqual(lead_team_c2.company_id, self.company_2)
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self.assertFalse(lead_team_c2.user_id)
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# Update team wo company: reset lead company also
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lead_team_c2.team_id = self.sales_team_1
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self.assertFalse(lead_team_c2.company_id)
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# Lead with global team has no company
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lead_team_no_company = self.env['crm.lead'].create({
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'name': 'No company',
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'team_id': self.sales_team_1.id,
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'user_id': False,
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})
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self.assertFalse(lead_no_team.company_id)
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# Update team w company updates company
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lead_team_no_company.team_id = self.team_company2
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self.assertEqual(lead_team_no_company.company_id, self.company_2)
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self.assertEqual(lead_team_no_company.team_id, self.team_company2)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation_env_team_norestrict(self):
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""" Check that the computed company is the one coming from the team even
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when it's not in self.env.companies. This may happen when running the
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Lead Assignment task. """
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LeadUnsyncCids = self.env['crm.lead'].with_context(allowed_company_ids=[self.company_main.id])
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self.assertEqual(LeadUnsyncCids.env.company, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.companies, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.user.company_id, self.company_2)
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# multicompany raises if trying to create manually
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with self.assertRaises(AccessError):
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lead = LeadUnsyncCids.create({
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'name': 'My Lead MC',
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'team_id': self.team_company2.id
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})
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# simulate auto-creation through sudo (assignment-like)
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lead = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC',
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'team_id': self.team_company2.id,
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})
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self.assertEqual(lead.company_id, self.company_2)
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self.assertEqual(lead.team_id, self.team_company2)
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self.assertEqual(lead.user_id, self.user_sales_manager_mc)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation_env_user_restrict(self):
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""" Check that the computed company is allowed (aka in self.env.companies).
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If the assigned team has a set company, the lead has the same one. Otherwise, use one
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allowed by user, preferentially choose env current company, user's company otherwise."""
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# User is logged in company_main even their default company is company_2
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LeadUnsyncCids = self.env['crm.lead'].with_context(allowed_company_ids=[self.company_main.id])
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self.assertEqual(LeadUnsyncCids.env.company, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.companies, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.user.company_id, self.company_2)
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# simulate auto-creation through sudo (assignment-like)
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lead_1_auto = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC 1 Auto',
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})
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self.assertEqual(lead_1_auto.team_id, self.sales_team_1,
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'[Auto/1] First available team in current company should have been assigned (fallback as user in no team in Main Company).')
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self.assertEqual(lead_1_auto.company_id, self.company_main,
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'[Auto/1] Current company should be set on the lead as no company was assigned given by team and company is allowed for user.')
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self.assertEqual(lead_1_auto.user_id, self.user_sales_manager_mc, '[Auto/1] Current user should have been assigned.')
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# manual creation
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lead_1_manual = LeadUnsyncCids.create({
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'name': 'My Lead MC',
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})
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self.assertEqual(lead_1_manual.team_id, self.sales_team_1,
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'[Auto/1] First available team in current company should have been assigned (fallback as user in no team in Main Company).')
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self.assertEqual(lead_1_manual.company_id, self.company_main,
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'[Auto/1] Current company should be set on the lead as no company was given by team and company is allowed for user.')
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self.assertEqual(lead_1_manual.user_id, self.user_sales_manager_mc, '[Manual/1] Current user should have been assigned.')
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# Logged on other company will use that one for the lead company with sales_team_2 as is assigned to company_2
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LeadUnsyncCids = self.env['crm.lead'].with_context(allowed_company_ids=[self.company_main.id, self.company_2.id])
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LeadUnsyncCids = LeadUnsyncCids.with_company(self.company_2)
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self.assertEqual(LeadUnsyncCids.env.company, self.company_2)
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lead_2_auto = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC 2 Auto',
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})
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self.assertEqual(lead_2_auto.team_id, self.team_company2,
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'[Auto/2] First available team user is a member of, in current company, should have been assigned.')
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self.assertEqual(lead_2_auto.company_id, self.company_2,
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'[Auto/2] Current company should be set on the lead as company was assigned on team.')
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self.assertEqual(lead_2_auto.user_id, self.user_sales_manager_mc, '[Auto/2] Current user should have been assigned.')
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lead_2_manual = LeadUnsyncCids.create({
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'name': 'My Lead MC 2 Manual',
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})
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self.assertEqual(lead_2_manual.team_id, self.team_company2,
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'[Manual/2] First available team user is a member of, in current company, should have been assigned.')
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self.assertEqual(lead_2_manual.company_id, self.company_2,
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'[Manual/2] Current company should be set on the lead as company was assigned on team.')
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self.assertEqual(lead_2_manual.user_id, self.user_sales_manager_mc, '[Manual/2] Current user should have been assigned.')
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# If assigned team has no company, use company
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self.team_company2.write({'company_id': False})
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lead_3_auto = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC 3 Auto',
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})
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self.assertEqual(lead_3_auto.team_id, self.team_company2,
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'[Auto/3] First available team user is a member of should have been assigned (fallback as no team with same company defined).')
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self.assertEqual(lead_3_auto.company_id, self.company_2,
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'[Auto/3] Current company should be set on the lead as no company was given by team and company is allowed for user.')
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self.assertEqual(lead_3_auto.user_id, self.user_sales_manager_mc, '[Auto/3] Current user should have been assigned.')
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lead_3_manual = LeadUnsyncCids.create({
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'name': 'My Lead MC 3 Manual',
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})
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self.assertEqual(lead_3_manual.company_id, self.company_2,
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'[Auto/3] First available team user is a member of should have been assigned (fallback as no team with same company defined).')
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self.assertEqual(lead_3_manual.team_id, self.team_company2,
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'[Auto/3] Current company should be set on the lead as no company was given by team and company is allowed for user.')
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self.assertEqual(lead_3_manual.user_id, self.user_sales_manager_mc, '[Manual/3] Current user should have been assigned.')
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# If all teams have no company and don't have user as member, the first sales team is used.
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self.team_company2.write({'member_ids': [(3, self.user_sales_manager_mc.id)]})
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lead_4_auto = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC 4 Auto',
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})
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self.assertEqual(lead_4_auto.team_id, self.sales_team_1,
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'[Auto/4] As no team has current user as member nor current company as company_id, first available team should have been assigned.')
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self.assertEqual(lead_4_auto.company_id, self.company_2,
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'[Auto/4] Current company should be set on the lead as no company was given by team and company is allowed for user.')
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self.assertEqual(lead_4_auto.user_id, self.user_sales_manager_mc, '[Auto/4] Current user should have been assigned.')
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lead_4_manual = LeadUnsyncCids.create({
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'name': 'My Lead MC 4 Manual',
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})
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self.assertEqual(lead_4_manual.company_id, self.company_2,
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'[Manual/4] As no team has current user as member nor current company as company_id, first available team should have been assigned.')
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self.assertEqual(lead_4_manual.team_id, self.sales_team_1,
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'[Manual/4] Current company should be set on the lead as no company was given by team and company is allowed for user.')
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self.assertEqual(lead_4_manual.user_id, self.user_sales_manager_mc,
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'[Manual/4] Current user should have been assigned.')
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation_partner_restrict(self):
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""" Check company on partner limits the company on lead. As contacts may
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be separated by company, lead with a partner should be limited to that
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company. """
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partner_c2 = self.partner_c2.with_env(self.env)
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self.assertEqual(partner_c2.company_id, self.company_2)
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lead = self.env['crm.lead'].create({
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'partner_id': partner_c2.id,
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'name': 'MC Partner, no company lead',
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'user_id': False,
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'team_id': False,
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})
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self.assertEqual(lead.company_id, self.company_2)
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partner_main = self.env['res.partner'].create({
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'company_id': self.company_main.id,
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'email': 'partner_main@multicompany.example.com',
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'name': 'Customer for Main',
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})
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lead.write({'partner_id': partner_main})
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self.assertEqual(lead.company_id, self.company_main)
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# writing current user on lead would imply putting its team and team's company
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# on lead (aka self.company_2), and this clashes with company restriction on
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# customer
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self.env.user.company_ids -= self.company_main
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with self.assertRaises(UserError):
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lead.write({
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'user_id': self.env.user,
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})
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@users('user_sales_manager_mc')
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def test_lead_mc_company_form(self):
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""" Test lead company computation using form view """
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crm_lead_form = Form(self.env['crm.lead'])
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crm_lead_form.name = "Test Lead"
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# default values: current user, its team and therefore its company
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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self.assertEqual(crm_lead_form.user_id, self.user_sales_manager_mc)
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self.assertEqual(crm_lead_form.team_id, self.team_company2)
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# remove user, team only
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crm_lead_form.user_id = self.env['res.users']
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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self.assertEqual(crm_lead_form.user_id, self.env['res.users'])
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self.assertEqual(crm_lead_form.team_id, self.team_company2)
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# remove team, user only
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crm_lead_form.user_id = self.user_sales_manager_mc
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crm_lead_form.team_id = self.env['crm.team']
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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self.assertEqual(crm_lead_form.user_id, self.user_sales_manager_mc)
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self.assertEqual(crm_lead_form.team_id, self.env['crm.team'])
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# remove both: void company to ease assignment
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crm_lead_form.user_id = self.env['res.users']
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self.assertEqual(crm_lead_form.company_id, self.env['res.company'])
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self.assertEqual(crm_lead_form.user_id, self.env['res.users'])
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self.assertEqual(crm_lead_form.team_id, self.env['crm.team'])
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# force company manually
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crm_lead_form.company_id = self.company_2
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lead = crm_lead_form.save()
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# user_sales_manager cannot read it due to MC rules
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with self.assertRaises(AccessError):
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lead.with_user(self.user_sales_manager).read(['name'])
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@users('user_sales_manager_mc')
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def test_lead_mc_company_form_progressives_setup(self):
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""" Specific bug reported at Task-2520276. Flow
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0) The sales team have no company set
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1) Create a lead without a user_id and a team_id
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2) Assign a team to the lead
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3) Assign a user_id
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Goal: if no company is set on the sales team the lead at step 2 should
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not have any company_id set. Previous behavior
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1) set the company of the env.user
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2) Keep the company of the lead
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3) set the user company if the current company is not one of the allowed company of the user
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Wanted behavior
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1) leave the company empty
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2) set the company of the team even if it's False (so erase the company if the team has no company set)
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3) set the user company if the current company is not one of the allowed company of the user
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"""
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lead = self.env['crm.lead'].create({
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'name': 'Test Progressive Setup',
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'user_id': False,
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'team_id': False,
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})
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crm_lead_form = Form(lead)
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self.assertEqual(crm_lead_form.company_id, self.env['res.company'])
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crm_lead_form.team_id = self.sales_team_1
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self.assertEqual(crm_lead_form.company_id, self.env['res.company'])
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crm_lead_form.user_id = self.env.user
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# self.assertEqual(crm_lead_form.company_id, self.env['res.company']) # FIXME
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_form_w_partner_id(self):
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""" Test lead company computation with partner having a company. """
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partner_c2 = self.partner_c2.with_env(self.env)
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crm_lead_form = Form(self.env['crm.lead'])
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crm_lead_form.name = "Test Lead"
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crm_lead_form.user_id = self.user_sales_manager_mc
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crm_lead_form.partner_id = partner_c2
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self.assertEqual(crm_lead_form.company_id, self.company_2, 'Crm: company comes from sales')
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self.assertEqual(crm_lead_form.team_id, self.team_company2, 'Crm: team comes from sales')
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|
||
|
|
# reset sales: should not reset company, as partner constrains it
|
||
|
|
crm_lead_form.team_id = self.env['crm.team']
|
||
|
|
crm_lead_form.user_id = self.env['res.users']
|
||
|
|
# ensuring that company_id is not overwritten when the salesperson becomes empty (w\o any team_id)
|
||
|
|
self.assertEqual(crm_lead_form.company_id, self.company_2, 'Crm: company comes from partner')
|
||
|
|
|
||
|
|
def test_gateway_incompatible_company_error_on_incoming_email(self):
|
||
|
|
self.assertTrue(self.sales_team_1.alias_name)
|
||
|
|
self.assertFalse(self.sales_team_1.company_id)
|
||
|
|
customer_company = self.env['res.partner'].create({
|
||
|
|
'company_id': self.company_2.id,
|
||
|
|
'email': 'customer.another.company@test.customer.com',
|
||
|
|
'mobile': '+32455000000',
|
||
|
|
'name': 'InCompany Customer',
|
||
|
|
})
|
||
|
|
|
||
|
|
new_lead = self.format_and_process(
|
||
|
|
INCOMING_EMAIL,
|
||
|
|
customer_company.email,
|
||
|
|
self.sales_team_1.alias_email,
|
||
|
|
subject='Team having partner in company',
|
||
|
|
target_model='crm.lead',
|
||
|
|
)
|
||
|
|
self.assertEqual(new_lead.company_id, self.company_2)
|
||
|
|
self.assertEqual(new_lead.email_from, customer_company.email)
|
||
|
|
self.assertEqual(new_lead.partner_id, customer_company)
|