crm/tests/test_crm_lead_assignment.py

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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
import random
from datetime import datetime
from dateutil.relativedelta import relativedelta
from unittest.mock import patch
from odoo import fields
from odoo.addons.crm.tests.common import TestLeadConvertCommon
from odoo.tests.common import tagged
from odoo.tools import mute_logger
class TestLeadAssignCommon(TestLeadConvertCommon):
@classmethod
def setUpClass(cls):
super(TestLeadAssignCommon, cls).setUpClass()
cls._switch_to_multi_membership()
cls._switch_to_auto_assign()
# don't mess with existing teams, deactivate them to make tests repeatable
cls.sales_teams = cls.sales_team_1 + cls.sales_team_convert
cls.members = cls.sales_team_1_m1 + cls.sales_team_1_m2 + cls.sales_team_1_m3 + cls.sales_team_convert_m1 + cls.sales_team_convert_m2
cls.env['crm.team'].search([('id', 'not in', cls.sales_teams.ids)]).write({'active': False})
# don't mess with existing leads, unlink those assigned to users used here to make tests
# repeatable (archive is not sufficient because of lost leads)
with mute_logger('odoo.models.unlink'):
cls.env['crm.lead'].with_context(active_test=False).search(['|', ('team_id', '=', False), ('user_id', 'in', cls.sales_teams.member_ids.ids)]).unlink()
cls.bundle_size = 50
cls.env['ir.config_parameter'].set_param('crm.assignment.commit.bundle', '%s' % cls.bundle_size)
cls.env['ir.config_parameter'].set_param('crm.assignment.delay', '0')
def assertInitialData(self):
self.assertEqual(self.sales_team_1.assignment_max, 75)
self.assertEqual(self.sales_team_convert.assignment_max, 90)
# ensure domains
self.assertEqual(self.sales_team_1.assignment_domain, False)
self.assertEqual(self.sales_team_1_m1.assignment_domain, False)
self.assertEqual(self.sales_team_1_m2.assignment_domain, "[('probability', '>=', 10)]")
self.assertEqual(self.sales_team_1_m3.assignment_domain, "[('probability', '>=', 20)]")
self.assertEqual(self.sales_team_convert.assignment_domain, "[('priority', 'in', ['1', '2', '3'])]")
self.assertEqual(self.sales_team_convert_m1.assignment_domain, "[('probability', '>=', 20)]")
self.assertEqual(self.sales_team_convert_m2.assignment_domain, False)
# start afresh
self.assertEqual(self.sales_team_1_m1.lead_month_count, 0)
self.assertEqual(self.sales_team_1_m2.lead_month_count, 0)
self.assertEqual(self.sales_team_1_m3.lead_month_count, 0)
self.assertEqual(self.sales_team_convert_m1.lead_month_count, 0)
self.assertEqual(self.sales_team_convert_m2.lead_month_count, 0)
@tagged('lead_assign')
class TestLeadAssign(TestLeadAssignCommon):
""" Test lead assignment feature added in saas-14.2 """
def test_assign_configuration(self):
now_patch = datetime(2020, 11, 2, 10, 0, 0)
with patch.object(fields.Datetime, 'now', return_value=now_patch):
config = self.env['res.config.settings'].create({
'crm_use_auto_assignment': True,
'crm_auto_assignment_action': 'auto',
'crm_auto_assignment_interval_number': 19,
'crm_auto_assignment_interval_type': 'hours'
})
config._onchange_crm_auto_assignment_run_datetime()
config.execute()
self.assertTrue(self.assign_cron.active)
self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 2, 10, 0, 0) + relativedelta(hours=19))
config.write({
'crm_auto_assignment_interval_number': 2,
'crm_auto_assignment_interval_type': 'days'
})
config._onchange_crm_auto_assignment_run_datetime()
config.execute()
self.assertTrue(self.assign_cron.active)
self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 2, 10, 0, 0) + relativedelta(days=2))
config.write({
'crm_auto_assignment_run_datetime': fields.Datetime.to_string(datetime(2020, 11, 1, 10, 0, 0)),
})
config.execute()
self.assertTrue(self.assign_cron.active)
self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 1, 10, 0, 0))
config.write({
'crm_auto_assignment_action': 'manual',
})
config.execute()
self.assertFalse(self.assign_cron.active)
self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 1, 10, 0, 0))
config.write({
'crm_use_auto_assignment': False,
'crm_auto_assignment_action': 'auto',
})
config.execute()
self.assertFalse(self.assign_cron.active)
self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 1, 10, 0, 0))
def test_assign_count(self):
""" Test number of assigned leads when dealing with some existing data (leads
or opportunities) as well as with opt-out management. """
leads = self._create_leads_batch(
lead_type='lead',
user_ids=[False],
partner_ids=[False, False, False, self.contact_1.id],
probabilities=[30],
count=8,
suffix='Initial',
)
# commit probability and related fields
leads.flush_recordset()
self.assertInitialData()
# archived members should not be taken into account
self.sales_team_1_m1.action_archive()
# assignment_max = 0 means opt_out
self.sales_team_1_m2.assignment_max = 0
# assign probability to leads (bypass auto probability as purpose is not to test pls)
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
for idx, lead in enumerate(leads):
lead.probability = idx * 10
# commit probability and related fields
leads.flush_recordset()
self.assertEqual(leads[0].probability, 0)
# create exiting leads for user_sales_salesman (sales_team_1_m3, sales_team_convert_m1)
existing_leads = self._create_leads_batch(
lead_type='lead', user_ids=[self.user_sales_salesman.id],
probabilities=[10],
count=14,
suffix='Existing')
self.assertEqual(existing_leads.team_id, self.sales_team_1, "Team should have lower sequence")
existing_leads[0].active = False # lost
existing_leads[1].probability = 100 # not won
existing_leads[2].probability = 0 # not lost
existing_leads.flush_recordset()
self.members.invalidate_model(['lead_month_count'])
self.assertEqual(self.sales_team_1_m3.lead_month_count, 14)
self.assertEqual(self.sales_team_convert_m1.lead_month_count, 0)
# re-assign existing leads, check monthly count is updated
existing_leads[-2:]._handle_salesmen_assignment(user_ids=self.user_sales_manager.ids)
# commit probability and related fields
leads.flush_recordset()
self.members.invalidate_model(['lead_month_count'])
self.assertEqual(self.sales_team_1_m3.lead_month_count, 12)
# sales_team_1_m2 is opt-out (new field in 14.3) -> even with max, no lead assigned
self.sales_team_1_m2.update({'assignment_max': 45, 'assignment_optout': True})
with self.with_user('user_sales_manager'):
teams_data, members_data = self.sales_team_1._action_assign_leads(work_days=4)
Leads = self.env['crm.lead']
self.assertEqual(
sorted(Leads.browse(teams_data[self.sales_team_1]['assigned']).mapped('name')),
['TestLeadInitial_0000', 'TestLeadInitial_0001', 'TestLeadInitial_0002',
'TestLeadInitial_0004', 'TestLeadInitial_0005', 'TestLeadInitial_0006']
)
self.assertEqual(
Leads.browse(teams_data[self.sales_team_1]['merged']).mapped('name'),
['TestLeadInitial_0003']
)
self.assertEqual(len(teams_data[self.sales_team_1]['duplicates']), 1)
self.assertEqual(
sorted(members_data[self.sales_team_1_m3]['assigned'].mapped('name')),
['TestLeadInitial_0000', 'TestLeadInitial_0005']
)
# salespersons assign
self.members.invalidate_model(['lead_month_count'])
self.assertEqual(self.sales_team_1_m1.lead_month_count, 0) # archived do not get leads
self.assertEqual(self.sales_team_1_m2.lead_month_count, 0) # opt-out through assignment_max = 0
self.assertEqual(self.sales_team_1_m3.lead_month_count, 14) # 15 max on 4 days (2) + existing 12
with self.with_user('user_sales_manager'):
self.env['crm.team'].browse(self.sales_team_1.ids)._action_assign_leads(work_days=4)
# salespersons assign
self.members.invalidate_model(['lead_month_count'])
self.assertEqual(self.sales_team_1_m1.lead_month_count, 0) # archived do not get leads
self.assertEqual(self.sales_team_1_m2.lead_month_count, 0) # opt-out through assignment_max = 0
self.assertEqual(self.sales_team_1_m3.lead_month_count, 16) # 15 max on 4 days (2) + existing 14 and not capped anymore
@mute_logger('odoo.models.unlink')
def test_assign_duplicates(self):
""" Test assign process with duplicates on partner. Allow to ensure notably
that de duplication is effectively performed. """
# fix the seed and avoid randomness
random.seed(1940)
leads = self._create_leads_batch(
lead_type='lead',
user_ids=[False],
partner_ids=[self.contact_1.id, self.contact_2.id, False, False, False],
count=200
)
# commit probability and related fields
leads.flush_recordset()
self.assertInitialData()
# assign probability to leads (bypass auto probability as purpose is not to test pls)
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
for idx in range(0, 5):
sliced_leads = leads[idx:len(leads):5]
for lead in sliced_leads:
lead.probability = (idx + 1) * 10 * ((int(lead.priority) + 1) / 2)
# commit probability and related fields
leads.flush_recordset()
with self.with_user('user_sales_manager'):
self.env['crm.team'].browse(self.sales_teams.ids)._action_assign_leads(work_days=2)
# teams assign
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
self.assertEqual(len(leads), 122)
leads_st1 = leads.filtered_domain([('team_id', '=', self.sales_team_1.id)])
leads_stc = leads.filtered_domain([('team_id', '=', self.sales_team_convert.id)])
# check random globally assigned enough leads to team
self.assertEqual(len(leads_st1), 76)
self.assertEqual(len(leads_stc), 46)
self.assertEqual(len(leads_st1) + len(leads_stc), len(leads)) # Make sure all lead are assigned
# salespersons assign
self.members.invalidate_model(['lead_month_count'])
self.assertMemberAssign(self.sales_team_1_m1, 11) # 45 max on 2 days (3) + compensation (8.4)
self.assertMemberAssign(self.sales_team_1_m2, 4) # 15 max on 2 days (1) + compensation (2.8)
self.assertMemberAssign(self.sales_team_1_m3, 4) # 15 max on 2 days (1) + compensation (2.8)
self.assertMemberAssign(self.sales_team_convert_m1, 8) # 30 max on 15 (2) + compensation (5.6)
self.assertMemberAssign(self.sales_team_convert_m2, 15) # 60 max on 15 (4) + compsantion (11.2)
# teams assign: everything should be done due to duplicates
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
self.assertEqual(len(leads.filtered_domain([('team_id', '=', False)])), 0)
# deduplicate should have removed all duplicated linked to contact_1 and contact_2
new_assigned_leads_wpartner = self.env['crm.lead'].search([
('partner_id', 'in', (self.contact_1 | self.contact_2).ids),
('id', 'in', leads.ids)
])
self.assertEqual(len(new_assigned_leads_wpartner), 2)
@mute_logger('odoo.models.unlink')
def test_assign_no_duplicates(self):
# fix the seed and avoid randomness
random.seed(1945)
leads = self._create_leads_batch(
lead_type='lead',
user_ids=[False],
partner_ids=[False],
count=150
)
# commit probability and related fields
leads.flush_recordset()
self.assertInitialData()
# assign probability to leads (bypass auto probability as purpose is not to test pls)
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
for idx in range(0, 5):
sliced_leads = leads[idx:len(leads):5]
for lead in sliced_leads:
lead.probability = (idx + 1) * 10 * ((int(lead.priority) + 1) / 2)
# commit probability and related fields
leads.flush_recordset()
with self.with_user('user_sales_manager'):
self.env['crm.team'].browse(self.sales_teams.ids)._action_assign_leads(work_days=2)
# teams assign
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
leads_st1 = leads.filtered_domain([('team_id', '=', self.sales_team_1.id)])
leads_stc = leads.filtered_domain([('team_id', '=', self.sales_team_convert.id)])
self.assertEqual(len(leads), 150)
# check random globally assigned enough leads to team
self.assertEqual(len(leads_st1), 104)
self.assertEqual(len(leads_stc), 46)
self.assertEqual(len(leads_st1) + len(leads_stc), len(leads)) # Make sure all lead are assigned
# salespersons assign
self.members.invalidate_model(['lead_month_count'])
self.assertMemberAssign(self.sales_team_1_m1, 11) # 45 max on 2 days (3) + compensation (8.4)
self.assertMemberAssign(self.sales_team_1_m2, 4) # 15 max on 2 days (1) + compensation (2.8)
self.assertMemberAssign(self.sales_team_1_m3, 4) # 15 max on 2 days (1) + compensation (2.8)
self.assertMemberAssign(self.sales_team_convert_m1, 8) # 30 max on 15 (2) + compensation (5.6)
self.assertMemberAssign(self.sales_team_convert_m2, 15) # 60 max on 15 (4) + compensation (11.2)
@mute_logger('odoo.models.unlink')
def test_assign_populated(self):
""" Test assignment on a more high volume oriented test set in order to
test more real life use cases. """
# fix the seed and avoid randomness (funny: try 1870)
random.seed(1871)
# create leads enough to assign one month of work
_lead_count, _email_dup_count, _partner_count = 600, 50, 150
leads = self._create_leads_batch(
lead_type='lead',
user_ids=[False],
partner_count=_partner_count,
country_ids=[self.env.ref('base.be').id, self.env.ref('base.fr').id, False],
count=_lead_count,
email_dup_count=_email_dup_count)
# commit probability and related fields
leads.flush_recordset()
self.assertInitialData()
# assign for one month, aka a lot
self.env.ref('crm.ir_cron_crm_lead_assign').write({'interval_type': 'days', 'interval_number': 30})
# create a third team
sales_team_3 = self.env['crm.team'].create({
'name': 'Sales Team 3',
'sequence': 15,
'alias_name': False,
'use_leads': True,
'use_opportunities': True,
'company_id': False,
'user_id': False,
'assignment_domain': [('country_id', '!=', False)],
})
sales_team_3_m1 = self.env['crm.team.member'].create({
'user_id': self.user_sales_manager.id,
'crm_team_id': sales_team_3.id,
'assignment_max': 60,
'assignment_domain': False,
})
sales_team_3_m2 = self.env['crm.team.member'].create({
'user_id': self.user_sales_leads.id,
'crm_team_id': sales_team_3.id,
'assignment_max': 60,
'assignment_domain': False,
})
sales_team_3_m3 = self.env['crm.team.member'].create({
'user_id': self.user_sales_salesman.id,
'crm_team_id': sales_team_3.id,
'assignment_max': 15,
'assignment_domain': [('probability', '>=', 10)],
})
sales_teams = self.sales_teams + sales_team_3
self.assertEqual(sum(team.assignment_max for team in sales_teams), 300)
self.assertEqual(len(leads), 650)
# assign probability to leads (bypass auto probability as purpose is not to test pls)
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order
for idx in range(0, 5):
sliced_leads = leads[idx:len(leads):5]
for lead in sliced_leads:
lead.probability = (idx + 1) * 10 * ((int(lead.priority) + 1) / 2)
# commit probability and related fields
leads.flush_recordset()
with self.with_user('user_sales_manager'):
self.env['crm.team'].browse(sales_teams.ids)._action_assign_leads(work_days=30)
# teams assign
leads = self.env['crm.lead'].search([('id', 'in', leads.ids)])
self.assertEqual(leads.team_id, sales_teams)
self.assertEqual(leads.user_id, sales_teams.member_ids)
self.assertEqual(len(leads), 600)
# check random globally assigned enough leads to team
leads_st1 = leads.filtered_domain([('team_id', '=', self.sales_team_1.id)])
leads_st2 = leads.filtered_domain([('team_id', '=', self.sales_team_convert.id)])
leads_st3 = leads.filtered_domain([('team_id', '=', sales_team_3.id)])
self.assertLessEqual(len(leads_st1), 225) # 75 * 600 / 300 * 1.5 (because random)
self.assertLessEqual(len(leads_st2), 270) # 90 * 600 / 300 * 1.5 (because random)
self.assertLessEqual(len(leads_st3), 405) # 135 * 600 / 300 * 1.5 (because random)
self.assertGreaterEqual(len(leads_st1), 75) # 75 * 600 / 300 * 0.5 (because random)
self.assertGreaterEqual(len(leads_st2), 90) # 90 * 600 / 300 * 0.5 (because random)
self.assertGreaterEqual(len(leads_st3), 135) # 135 * 600 / 300 * 0.5 (because random)
# salespersons assign
self.members.invalidate_model(['lead_month_count'])
self.assertMemberAssign(self.sales_team_1_m1, 45) # 45 max on one month
self.assertMemberAssign(self.sales_team_1_m2, 15) # 15 max on one month
self.assertMemberAssign(self.sales_team_1_m3, 15) # 15 max on one month
self.assertMemberAssign(self.sales_team_convert_m1, 30) # 30 max on one month
self.assertMemberAssign(self.sales_team_convert_m2, 60) # 60 max on one month
self.assertMemberAssign(sales_team_3_m1, 60) # 60 max on one month
self.assertMemberAssign(sales_team_3_m2, 60) # 60 max on one month
self.assertMemberAssign(sales_team_3_m3, 15) # 15 max on one month
def test_assign_quota(self):
""" Test quota computation """
self.assertInitialData()
# quota computation without existing leads
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=1),
10,
"Assignment quota: 45 max on 1 days -> 1.5, compensation (45-1.5)/5 -> 8.7"
)
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=2),
11,
"Assignment quota: 45 max on 2 days -> 3, compensation (45-3)/5 -> 8.4"
)
# quota should not exceed maximum
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=30),
45,
"Assignment quota: no compensation as exceeding monthly count"
)
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=60),
90,
"Assignment quota: no compensation and no limit anymore (do as asked)"
)
# create exiting leads for user_sales_leads (sales_team_1_m1)
existing_leads = self._create_leads_batch(
lead_type='lead', user_ids=[self.user_sales_leads.id],
probabilities=[10],
count=30)
self.assertEqual(existing_leads.team_id, self.sales_team_1, "Team should have lower sequence")
existing_leads.flush_recordset()
self.sales_team_1_m1.invalidate_model(['lead_month_count'])
self.assertEqual(self.sales_team_1_m1.lead_month_count, 30)
# quota computation with existing leads
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=1),
4,
"Assignment quota: 45 max on 1 days -> 1.5, compensation (45-30-1.5)/5 -> 2.7"
)
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=2),
5,
"Assignment quota: 45 max on 2 days -> 3, compensation (45-30-3)/5 -> 2.4"
)
# quota should not exceed maximum
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=30),
45,
"Assignment quota: no compensation and no limit anymore (do as asked even with 30 already assigned)"
)
self.assertEqual(
self.sales_team_1_m1._get_assignment_quota(work_days=60),
90,
"Assignment quota: no compensation and no limit anymore (do as asked even with 30 already assigned)"
)
def test_assign_specific_won_lost(self):
""" Test leads taken into account in assign process: won, lost, stage
configuration. """
leads = self._create_leads_batch(
lead_type='lead',
user_ids=[False],
partner_ids=[False, False, False, self.contact_1.id],
probabilities=[30],
count=6
)
leads[0].stage_id = self.stage_gen_won.id # is won -> should not be taken into account
leads[1].stage_id = False
leads[2].update({'stage_id': False, 'probability': 0})
leads[3].update({'stage_id': False, 'probability': False})
leads[4].active = False # is lost -> should not be taken into account
leads[5].update({'team_id': self.sales_team_convert.id, 'user_id': self.user_sales_manager.id}) # assigned lead should not be re-assigned
# commit probability and related fields
leads.flush_recordset()
with self.with_user('user_sales_manager'):
self.env['crm.team'].browse(self.sales_team_1.ids)._action_assign_leads(work_days=4)
self.assertEqual(leads[0].team_id, self.env['crm.team'], 'Won lead should not be assigned')
self.assertEqual(leads[0].user_id, self.env['res.users'], 'Won lead should not be assigned')
for lead in leads[1:4]:
self.assertIn(lead.user_id, self.sales_team_1.member_ids)
self.assertEqual(lead.team_id, self.sales_team_1)
self.assertEqual(leads[4].team_id, self.env['crm.team'], 'Lost lead should not be assigned')
self.assertEqual(leads[4].user_id, self.env['res.users'], 'Lost lead should not be assigned')
self.assertEqual(leads[5].team_id, self.sales_team_convert, 'Assigned lead should not be reassigned')
self.assertEqual(leads[5].user_id, self.user_sales_manager, 'Assigned lead should not be reassigned')
@mute_logger('odoo.models.unlink')
def test_merge_assign_keep_master_team(self):
""" Check existing opportunity keep its team and salesman when merged with a new lead """
sales_team_dupe = self.env['crm.team'].create({
'name': 'Sales Team Dupe',
'sequence': 15,
'alias_name': False,
'use_leads': True,
'use_opportunities': True,
'company_id': False,
'user_id': False,
'assignment_domain': "[]",
})
self.env['crm.team.member'].create({
'user_id': self.user_sales_salesman.id,
'crm_team_id': sales_team_dupe.id,
'assignment_max': 10,
'assignment_domain': "[]",
})
master_opp = self.env['crm.lead'].create({
'name': 'Master',
'type': 'opportunity',
'probability': 50,
'partner_id': self.contact_1.id,
'team_id': self.sales_team_1.id,
'user_id': self.user_sales_manager.id,
})
dupe_lead = self.env['crm.lead'].create({
'name': 'Dupe',
'type': 'lead',
'email_from': 'Duplicate Email <%s>' % master_opp.email_normalized,
'probability': 10,
'team_id': False,
'user_id': False,
})
sales_team_dupe._action_assign_leads(work_days=2)
self.assertFalse(dupe_lead.exists())
self.assertEqual(master_opp.team_id, self.sales_team_1, 'Opportunity: should keep its sales team')
self.assertEqual(master_opp.user_id, self.user_sales_manager, 'Opportunity: should keep its salesman')
def test_no_assign_if_exceed_max_assign(self):
""" Test no leads being assigned to any team member if weights list sums to 0"""
leads = self._create_leads_batch(
lead_type='lead',
user_ids=[False],
count=1
)
sales_team_4 = self.env['crm.team'].create({
'name': 'Sales Team 4',
'sequence': 15,
'use_leads': True,
})
sales_team_4_m1 = self.env['crm.team.member'].create({
'user_id': self.user_sales_salesman.id,
'crm_team_id': sales_team_4.id,
'assignment_max': 30,
})
sales_team_4_m1.lead_month_count = 50
leads.team_id = sales_team_4.id
members_data = sales_team_4_m1._assign_and_convert_leads(work_days=0.2)
self.assertEqual(
len(members_data[sales_team_4_m1]['assigned']),
0,
"If team member has lead count greater than max assign,then do not assign any more")