740 lines
29 KiB
Python
740 lines
29 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 ast import literal_eval
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from contextlib import contextmanager
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from unittest.mock import patch
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from odoo.addons.crm.models.crm_lead import PARTNER_ADDRESS_FIELDS_TO_SYNC
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from odoo.addons.mail.tests.common import MailCase, mail_new_test_user
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from odoo.addons.phone_validation.tools import phone_validation
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from odoo.addons.sales_team.tests.common import TestSalesCommon
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from odoo.fields import Datetime
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from odoo import models, tools
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INCOMING_EMAIL = """Return-Path: {return_path}
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X-Original-To: {to}
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Delivered-To: {to}
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Received: by mail.my.com (Postfix, from userid xxx)
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id 822ECBFB67; Mon, 24 Oct 2011 07:36:51 +0200 (CEST)
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X-Spam-Checker-Version: SpamAssassin 3.3.1 (2010-03-16) on mail.my.com
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X-Spam-Level:
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X-Spam-Status: No, score=-1.0 required=5.0 tests=ALL_TRUSTED autolearn=ham
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version=3.3.1
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Received: from [192.168.1.146]
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(Authenticated sender: {email_from})
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by mail.customer.com (Postfix) with ESMTPSA id 07A30BFAB4
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for <{to}>; Mon, 24 Oct 2011 07:36:50 +0200 (CEST)
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Message-ID: {msg_id}
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Date: Mon, 24 Oct 2011 11:06:29 +0530
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From: {email_from}
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User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8
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MIME-Version: 1.0
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To: {to}
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Subject: {subject}
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Content-Type: text/plain; charset=ISO-8859-1; format=flowed
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Content-Transfer-Encoding: 8bit
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This is an example email. All sensitive content has been stripped out.
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ALL GLORY TO THE HYPNOTOAD!
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Cheers,
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Somebody."""
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class TestCrmCommon(TestSalesCommon, MailCase):
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FIELDS_FIRST_SET = [
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'name', 'partner_id', 'campaign_id', 'company_id', 'country_id',
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'team_id', 'state_id', 'stage_id', 'medium_id', 'source_id', 'user_id',
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'title', 'city', 'contact_name', 'mobile', 'partner_name',
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'phone', 'probability', 'expected_revenue', 'street', 'street2', 'zip',
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'create_date', 'date_automation_last', 'email_from', 'email_cc', 'website'
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]
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merge_fields = ['description', 'type', 'priority']
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@classmethod
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def setUpClass(cls):
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super(TestCrmCommon, cls).setUpClass()
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cls._init_mail_gateway()
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# Salesmen organization
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# ------------------------------------------------------------
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# Role: M (team member) R (team manager)
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# SALESMAN---------------sales_team_1
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# admin------------------M-----------
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# user_sales_manager-----R-----------
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# user_sales_leads-------M-----------
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# user_sales_salesman----/-----------
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# Sales teams organization
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# ------------------------------------------------------------
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# SALESTEAM-----------SEQU-----COMPANY
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# sales_team_1--------5--------False
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# data----------------9999-----??
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cls.sales_team_1.write({
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'alias_name': 'sales.test',
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'use_leads': True,
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'use_opportunities': True,
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'assignment_domain': False,
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})
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cls.sales_team_1_m1.write({
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'assignment_max': 45,
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'assignment_domain': False,
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})
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cls.sales_team_1_m2.write({
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'assignment_max': 15,
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'assignment_domain': False,
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})
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(cls.user_sales_manager + cls.user_sales_leads + cls.user_sales_salesman).write({
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'groups_id': [(4, cls.env.ref('crm.group_use_lead').id)]
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})
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cls.env['crm.stage'].search([]).write({'sequence': 9999}) # ensure search will find test data first
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cls.stage_team1_1 = cls.env['crm.stage'].create({
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'name': 'New',
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'sequence': 1,
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'team_id': cls.sales_team_1.id,
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})
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cls.stage_team1_2 = cls.env['crm.stage'].create({
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'name': 'Proposition',
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'sequence': 5,
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'team_id': cls.sales_team_1.id,
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})
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cls.stage_team1_won = cls.env['crm.stage'].create({
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'name': 'Won',
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'sequence': 70,
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'team_id': cls.sales_team_1.id,
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'is_won': True,
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})
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cls.stage_gen_1 = cls.env['crm.stage'].create({
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'name': 'Generic stage',
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'sequence': 3,
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'team_id': False,
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})
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cls.stage_gen_won = cls.env['crm.stage'].create({
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'name': 'Generic Won',
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'sequence': 30,
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'team_id': False,
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'is_won': True,
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})
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# countries and langs
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base_us = cls.env.ref('base.us')
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cls.env['res.lang']._activate_lang('fr_FR')
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cls.env['res.lang']._activate_lang('en_US')
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cls.lang_en = cls.env['res.lang']._lang_get('en_US')
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cls.lang_fr = cls.env['res.lang']._lang_get('fr_FR')
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# leads
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cls.lead_1 = cls.env['crm.lead'].create({
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'name': 'Nibbler Spacecraft Request',
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'type': 'lead',
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'user_id': cls.user_sales_leads.id,
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'team_id': cls.sales_team_1.id,
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'partner_id': False,
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'contact_name': 'Amy Wong',
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'email_from': 'amy.wong@test.example.com',
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'lang_id': cls.lang_fr.id,
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'phone': '+1 202 555 9999',
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'country_id': cls.env.ref('base.us').id,
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'probability': 20,
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})
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# update lead_1: stage_id is not computed anymore by default for leads
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cls.lead_1.write({
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'stage_id': cls.stage_team1_1.id,
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})
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# create an history for new team
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cls.lead_team_1_won = cls.env['crm.lead'].create({
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'name': 'Already Won',
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'type': 'lead',
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'user_id': cls.user_sales_leads.id,
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'team_id': cls.sales_team_1.id,
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})
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cls.lead_team_1_won.action_set_won()
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cls.lead_team_1_lost = cls.env['crm.lead'].create({
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'name': 'Already Won',
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'type': 'lead',
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'user_id': cls.user_sales_leads.id,
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'team_id': cls.sales_team_1.id,
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})
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cls.lead_team_1_lost.action_set_lost()
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(cls.lead_team_1_won + cls.lead_team_1_lost).flush_recordset()
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# email / phone data
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cls.test_email_data = [
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'"Planet Express" <planet.express@test.example.com>',
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'"Philip, J. Fry" <philip.j.fry@test.example.com>',
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'"Turanga Leela" <turanga.leela@test.example.com>',
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]
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cls.test_email_data_normalized = [
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'planet.express@test.example.com',
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'philip.j.fry@test.example.com',
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'turanga.leela@test.example.com',
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]
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cls.test_phone_data = [
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'+1 202 555 0122', # formatted US number
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'202 555 0999', # local US number
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'202 555 0888', # local US number
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]
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cls.test_phone_data_sanitized = [
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'+12025550122',
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'+12025550999',
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'+12025550888',
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]
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# create some test contact and companies
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cls.contact_company_1 = cls.env['res.partner'].create({
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'name': 'Planet Express',
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'email': cls.test_email_data[0],
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'is_company': True,
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'street': '57th Street',
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'city': 'New New York',
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'country_id': cls.env.ref('base.us').id,
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'zip': '12345',
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})
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cls.contact_1 = cls.env['res.partner'].create({
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'name': 'Philip J Fry',
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'email': cls.test_email_data[1],
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'mobile': cls.test_phone_data[0],
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'title': cls.env.ref('base.res_partner_title_mister').id,
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'function': 'Delivery Boy',
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'lang': cls.lang_en.code,
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'phone': False,
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'parent_id': cls.contact_company_1.id,
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'is_company': False,
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'street': 'Actually the sewers',
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'city': 'New York',
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'country_id': cls.env.ref('base.us').id,
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'zip': '54321',
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})
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cls.contact_2 = cls.env['res.partner'].create({
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'name': 'Turanga Leela',
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'email': cls.test_email_data[2],
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'lang': cls.lang_en.code,
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'mobile': cls.test_phone_data[1],
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'phone': cls.test_phone_data[2],
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'parent_id': False,
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'is_company': False,
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'street': 'Cookieville Minimum-Security Orphanarium',
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'city': 'New New York',
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'country_id': cls.env.ref('base.us').id,
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'zip': '97648',
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})
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cls.contact_company = cls.env['res.partner'].create({
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'name': 'Mom',
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'company_name': 'MomCorp',
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'is_company': True,
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'street': 'Mom Friendly Robot Street',
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'city': 'New new York',
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'country_id': base_us.id,
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'lang': cls.lang_en.code,
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'mobile': '+1 202 555 0888',
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'zip': '87654',
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})
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# test activities
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cls.activity_type_1 = cls.env['mail.activity.type'].create({
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'name': 'Lead Test Activity 1',
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'summary': 'ACT 1 : Presentation, barbecue, ... ',
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'res_model': 'crm.lead',
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'category': 'meeting',
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'delay_count': 5,
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})
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cls.env['ir.model.data'].create({
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'name': cls.activity_type_1.name.lower().replace(' ', '_'),
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'module': 'crm',
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'model': cls.activity_type_1._name,
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'res_id': cls.activity_type_1.id,
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})
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def setUp(self):
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super(TestCrmCommon, self).setUp()
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self.flush_tracking()
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@classmethod
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def _activate_multi_company(cls):
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cls.company_2 = cls.env['res.company'].create({
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'country_id': cls.env.ref('base.au').id,
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'currency_id': cls.env.ref('base.AUD').id,
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'email': 'company.2@test.example.com',
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'name': 'New Test Company',
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})
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cls.alias_bounce_c2 = 'bounce.c2'
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cls.alias_catchall_c2 = 'catchall.c2'
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cls.alias_default_from_c2 = 'notifications.c2'
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cls.alias_domain_c2_name = 'test.mycompany2.com'
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cls.mail_alias_domain_c2 = cls.env['mail.alias.domain'].create({
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'bounce_alias': cls.alias_bounce_c2,
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'catchall_alias': cls.alias_catchall_c2,
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'company_ids': [(4, cls.company_2.id)],
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'default_from': cls.alias_default_from_c2,
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'name': cls.alias_domain_c2_name,
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'sequence': 2,
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})
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cls.user_sales_manager_mc = mail_new_test_user(
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cls.env,
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company_id=cls.company_2.id,
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company_ids=[(4, cls.company_main.id), (4, cls.company_2.id)],
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email='user.sales.manager.mc@test.example.com',
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login='user_sales_manager_mc',
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groups='sales_team.group_sale_manager,base.group_partner_manager',
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name='Myrddin Sales Manager',
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notification_type='inbox',
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)
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cls.team_company2 = cls.env['crm.team'].create({
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'company_id': cls.company_2.id,
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'name': 'C2 Team',
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'sequence': 10,
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'user_id': False,
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})
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cls.team_company2_m1 = cls.env['crm.team.member'].create({
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'crm_team_id': cls.team_company2.id,
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'user_id': cls.user_sales_manager_mc.id,
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'assignment_max': 30,
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'assignment_domain': False,
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})
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cls.team_company1 = cls.env['crm.team'].create({
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'company_id': cls.company_main.id,
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'name': 'MainCompany Team',
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'sequence': 50,
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'user_id': cls.user_sales_manager.id,
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})
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cls.partner_c2 = cls.env['res.partner'].create({
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'company_id': cls.company_2.id,
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'email': '"Partner C2" <partner_c2@multicompany.example.com>',
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'name': 'Customer for C2',
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'phone': '+32455001122',
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})
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def _create_leads_batch(self, lead_type='lead', count=10, email_dup_count=0,
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partner_count=0, partner_ids=None, user_ids=None,
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country_ids=None, probabilities=None, suffix=''):
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""" Helper tool method creating a batch of leads, useful when dealing
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with batch processes. Please update me.
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:param string type: 'lead', 'opportunity', 'mixed' (lead then opp),
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None (depends on configuration);
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:param partner_count: if not partner_ids is given, generate partner count
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customers; other leads will have no customer;
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:param partner_ids: a set of partner ids to cycle when creating leads;
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:param user_ids: a set of user ids to cycle when creating leads;
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:return: create leads
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"""
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types = ['lead', 'opportunity']
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leads_data = [{
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'name': f'TestLead{suffix}_{x:04d}',
|
||
|
|
'type': lead_type if lead_type else types[x % 2],
|
||
|
|
'priority': '%s' % (x % 3),
|
||
|
|
} for x in range(count)]
|
||
|
|
|
||
|
|
# generate customer information
|
||
|
|
partners = []
|
||
|
|
if partner_count:
|
||
|
|
partners = self.env['res.partner'].create([{
|
||
|
|
'name': 'AutoPartner_%04d' % (x),
|
||
|
|
'email': tools.formataddr((
|
||
|
|
'AutoPartner_%04d' % (x),
|
||
|
|
'partner_email_%04d@example.com' % (x),
|
||
|
|
)),
|
||
|
|
} for x in range(partner_count)])
|
||
|
|
|
||
|
|
# customer information
|
||
|
|
if partner_ids:
|
||
|
|
for idx, lead_data in enumerate(leads_data):
|
||
|
|
lead_data['partner_id'] = partner_ids[idx % len(partner_ids)]
|
||
|
|
else:
|
||
|
|
for idx, lead_data in enumerate(leads_data):
|
||
|
|
if partner_count and idx < partner_count:
|
||
|
|
lead_data['partner_id'] = partners[idx].id
|
||
|
|
else:
|
||
|
|
lead_data['email_from'] = tools.formataddr((
|
||
|
|
'TestCustomer_%02d' % (idx),
|
||
|
|
'customer_email_%04d@example.com' % (idx)
|
||
|
|
))
|
||
|
|
|
||
|
|
# country + phone information
|
||
|
|
if country_ids:
|
||
|
|
cid_to_country = dict(
|
||
|
|
(country.id, country)
|
||
|
|
for country in self.env['res.country'].browse([cid for cid in country_ids if cid])
|
||
|
|
)
|
||
|
|
for idx, lead_data in enumerate(leads_data):
|
||
|
|
country_id = country_ids[idx % len(country_ids)]
|
||
|
|
country = cid_to_country.get(country_id, self.env['res.country'])
|
||
|
|
lead_data['country_id'] = country.id
|
||
|
|
if lead_data['country_id']:
|
||
|
|
lead_data['phone'] = phone_validation.phone_format(
|
||
|
|
'0456%04d99' % (idx),
|
||
|
|
country.code, country.phone_code,
|
||
|
|
force_format='E164')
|
||
|
|
else:
|
||
|
|
lead_data['phone'] = '+32456%04d99' % (idx)
|
||
|
|
|
||
|
|
# salesteam information
|
||
|
|
if user_ids:
|
||
|
|
for idx, lead_data in enumerate(leads_data):
|
||
|
|
lead_data['user_id'] = user_ids[idx % len(user_ids)]
|
||
|
|
|
||
|
|
# probabilities
|
||
|
|
if probabilities:
|
||
|
|
for idx, lead_data in enumerate(leads_data):
|
||
|
|
lead_data['probability'] = probabilities[idx % len(probabilities)]
|
||
|
|
|
||
|
|
# duplicates (currently only with email)
|
||
|
|
dups_data = []
|
||
|
|
if email_dup_count and not partner_ids:
|
||
|
|
for idx, lead_data in enumerate(leads_data):
|
||
|
|
if not lead_data.get('partner_id') and lead_data['email_from']:
|
||
|
|
dup_data = dict(lead_data)
|
||
|
|
dup_data['name'] = 'Duplicated-%s' % dup_data['name']
|
||
|
|
dups_data.append(dup_data)
|
||
|
|
if len(dups_data) >= email_dup_count:
|
||
|
|
break
|
||
|
|
|
||
|
|
return self.env['crm.lead'].create(leads_data + dups_data)
|
||
|
|
|
||
|
|
def _create_duplicates(self, lead, create_opp=True):
|
||
|
|
""" Helper tool method creating, based on a given lead
|
||
|
|
|
||
|
|
* a customer (res.partner) based on lead email (to test partner finding)
|
||
|
|
-> FIXME: using same normalized email does not work currently, only exact email works
|
||
|
|
* a lead with same email_from
|
||
|
|
* a lead with same email_normalized (other email_from)
|
||
|
|
* a lead with customer but another email
|
||
|
|
* a lost opportunity with same email_from
|
||
|
|
"""
|
||
|
|
customer = self.env['res.partner'].create({
|
||
|
|
'name': 'Lead1 Email Customer',
|
||
|
|
'email': lead.email_from,
|
||
|
|
})
|
||
|
|
lead_email_from = self.env['crm.lead'].create({
|
||
|
|
'name': 'Duplicate: same email_from',
|
||
|
|
'type': 'lead',
|
||
|
|
'team_id': lead.team_id.id,
|
||
|
|
'email_from': lead.email_from,
|
||
|
|
'probability': lead.probability,
|
||
|
|
})
|
||
|
|
lead_email_normalized = self.env['crm.lead'].create({
|
||
|
|
'name': 'Duplicate: email_normalize comparison',
|
||
|
|
'type': 'lead',
|
||
|
|
'team_id': lead.team_id.id,
|
||
|
|
'stage_id': lead.stage_id.id,
|
||
|
|
'email_from': 'CUSTOMER WITH NAME <%s>' % lead.email_normalized.upper(),
|
||
|
|
'probability': lead.probability,
|
||
|
|
})
|
||
|
|
lead_partner = self.env['crm.lead'].create({
|
||
|
|
'name': 'Duplicate: customer ID',
|
||
|
|
'type': 'lead',
|
||
|
|
'team_id': lead.team_id.id,
|
||
|
|
'partner_id': customer.id,
|
||
|
|
'probability': lead.probability,
|
||
|
|
})
|
||
|
|
if create_opp:
|
||
|
|
opp_lost = self.env['crm.lead'].create({
|
||
|
|
'name': 'Duplicate: lost opportunity',
|
||
|
|
'type': 'opportunity',
|
||
|
|
'team_id': lead.team_id.id,
|
||
|
|
'stage_id': lead.stage_id.id,
|
||
|
|
'email_from': lead.email_from,
|
||
|
|
'probability': lead.probability,
|
||
|
|
})
|
||
|
|
opp_lost.action_set_lost()
|
||
|
|
else:
|
||
|
|
opp_lost = self.env['crm.lead']
|
||
|
|
|
||
|
|
new_leads = lead_email_from + lead_email_normalized + lead_partner + opp_lost
|
||
|
|
new_leads.flush_recordset() # compute notably probability
|
||
|
|
return customer, new_leads
|
||
|
|
|
||
|
|
@contextmanager
|
||
|
|
def assertLeadMerged(self, opportunity, leads, **expected):
|
||
|
|
""" Assert result of lead _merge_opportunity process. This is done using
|
||
|
|
a context manager in order to save original opportunity (master lead)
|
||
|
|
values. Indeed those will be modified during merge process. We have to
|
||
|
|
ensure final values are correct taking into account all leads values
|
||
|
|
before merging them.
|
||
|
|
|
||
|
|
:param opportunity: final opportunity
|
||
|
|
:param leads: merged leads (including opportunity)
|
||
|
|
"""
|
||
|
|
self.assertIn(opportunity, leads)
|
||
|
|
|
||
|
|
# save opportunity value before being modified by merge process
|
||
|
|
fields_all = self.FIELDS_FIRST_SET + self.merge_fields
|
||
|
|
original_opp_values = dict(
|
||
|
|
(fname, opportunity[fname])
|
||
|
|
for fname in fields_all
|
||
|
|
if fname in opportunity
|
||
|
|
)
|
||
|
|
|
||
|
|
def _find_value(lead, fname):
|
||
|
|
if lead == opportunity:
|
||
|
|
return original_opp_values[fname]
|
||
|
|
return lead[fname]
|
||
|
|
|
||
|
|
def _first_set(fname):
|
||
|
|
values = [_find_value(lead, fname) for lead in leads]
|
||
|
|
return next((value for value in values if value), False)
|
||
|
|
|
||
|
|
def _get_type():
|
||
|
|
values = [_find_value(lead, 'type') for lead in leads]
|
||
|
|
return 'opportunity' if 'opportunity' in values else 'lead'
|
||
|
|
|
||
|
|
def _get_description():
|
||
|
|
values = [_find_value(lead, 'description') for lead in leads]
|
||
|
|
return '<br><br>'.join(value for value in values if value)
|
||
|
|
|
||
|
|
def _get_priority():
|
||
|
|
values = [_find_value(lead, 'priority') for lead in leads]
|
||
|
|
return max(values)
|
||
|
|
|
||
|
|
def _aggregate(fname):
|
||
|
|
if isinstance(self.env['crm.lead'][fname], models.BaseModel):
|
||
|
|
values = leads.mapped(fname)
|
||
|
|
else:
|
||
|
|
values = [_find_value(lead, fname) for lead in leads]
|
||
|
|
return values
|
||
|
|
|
||
|
|
try:
|
||
|
|
# merge process will modify opportunity
|
||
|
|
yield
|
||
|
|
finally:
|
||
|
|
# support specific values caller may want to check in addition to generic tests
|
||
|
|
for fname, expected in expected.items():
|
||
|
|
if expected is False:
|
||
|
|
self.assertFalse(opportunity[fname], "%s must be False" % fname)
|
||
|
|
else:
|
||
|
|
self.assertEqual(opportunity[fname], expected, "%s must be equal to %s" % (fname, expected))
|
||
|
|
|
||
|
|
# classic fields: first not void wins or specific computation
|
||
|
|
for fname in fields_all:
|
||
|
|
if fname not in opportunity: # not all fields available when doing -u
|
||
|
|
continue
|
||
|
|
opp_value = opportunity[fname]
|
||
|
|
if fname == 'description':
|
||
|
|
self.assertEqual(opp_value, _get_description())
|
||
|
|
elif fname == 'type':
|
||
|
|
self.assertEqual(opp_value, _get_type())
|
||
|
|
elif fname == 'priority':
|
||
|
|
self.assertEqual(opp_value, _get_priority())
|
||
|
|
elif fname in ('order_ids', 'visitor_ids'):
|
||
|
|
self.assertEqual(opp_value, _aggregate(fname))
|
||
|
|
elif fname in PARTNER_ADDRESS_FIELDS_TO_SYNC:
|
||
|
|
# Specific computation, has its own test
|
||
|
|
continue
|
||
|
|
else:
|
||
|
|
self.assertEqual(
|
||
|
|
opp_value if opp_value or not isinstance(opp_value, models.BaseModel) else False,
|
||
|
|
_first_set(fname)
|
||
|
|
)
|
||
|
|
|
||
|
|
|
||
|
|
class TestLeadConvertCommon(TestCrmCommon):
|
||
|
|
|
||
|
|
@classmethod
|
||
|
|
def setUpClass(cls):
|
||
|
|
super(TestLeadConvertCommon, cls).setUpClass()
|
||
|
|
# Sales Team organization
|
||
|
|
# Role: M (team member) R (team manager)
|
||
|
|
# SALESMAN---------------sales_team_1-----sales_team_convert
|
||
|
|
# admin------------------M----------------/ (sales_team_1_m2)
|
||
|
|
# user_sales_manager-----R----------------R
|
||
|
|
# user_sales_leads-------M----------------/ (sales_team_1_m1)
|
||
|
|
# user_sales_salesman----/----------------M (sales_team_convert_m1)
|
||
|
|
|
||
|
|
# Stages Team organization
|
||
|
|
# Name-------------------ST-------------------Sequ
|
||
|
|
# stage_team1_1----------sales_team_1---------1
|
||
|
|
# stage_team1_2----------sales_team_1---------5
|
||
|
|
# stage_team1_won--------sales_team_1---------70
|
||
|
|
# stage_gen_1------------/--------------------3
|
||
|
|
# stage_gen_won----------/--------------------30
|
||
|
|
# stage_team_convert_1---sales_team_convert---1
|
||
|
|
|
||
|
|
cls.sales_team_convert = cls.env['crm.team'].create({
|
||
|
|
'name': 'Convert Sales Team',
|
||
|
|
'sequence': 10,
|
||
|
|
'alias_name': False,
|
||
|
|
'use_leads': True,
|
||
|
|
'use_opportunities': True,
|
||
|
|
'company_id': False,
|
||
|
|
'user_id': cls.user_sales_manager.id,
|
||
|
|
'assignment_domain': [('priority', 'in', ['1', '2', '3'])],
|
||
|
|
})
|
||
|
|
cls.sales_team_convert_m1 = cls.env['crm.team.member'].create({
|
||
|
|
'user_id': cls.user_sales_salesman.id,
|
||
|
|
'crm_team_id': cls.sales_team_convert.id,
|
||
|
|
'assignment_max': 30,
|
||
|
|
'assignment_domain': False,
|
||
|
|
})
|
||
|
|
cls.stage_team_convert_1 = cls.env['crm.stage'].create({
|
||
|
|
'name': 'New',
|
||
|
|
'sequence': 1,
|
||
|
|
'team_id': cls.sales_team_convert.id,
|
||
|
|
})
|
||
|
|
|
||
|
|
cls.lead_1.write({'date_open': Datetime.from_string('2020-01-15 11:30:00')})
|
||
|
|
|
||
|
|
cls.crm_lead_dt_patcher = patch('odoo.addons.crm.models.crm_lead.fields.Datetime', wraps=Datetime)
|
||
|
|
cls.crm_lead_dt_mock = cls.startClassPatcher(cls.crm_lead_dt_patcher)
|
||
|
|
|
||
|
|
@classmethod
|
||
|
|
def _switch_to_multi_membership(cls):
|
||
|
|
# Sales Team organization
|
||
|
|
# Role: M (team member) R (team manager)
|
||
|
|
# SALESMAN---------------sales_team_1-----sales_team_convert
|
||
|
|
# admin------------------M----------------/ (sales_team_1_m2)
|
||
|
|
# user_sales_manager-----R----------------R+M <-- NEW (sales_team_convert_m2)
|
||
|
|
# user_sales_leads-------M----------------/ (sales_team_1_m1)
|
||
|
|
# user_sales_salesman----M----------------M <-- NEW (sales_team_1_m3 / sales_team_convert_m1)
|
||
|
|
|
||
|
|
# SALESMAN--------------sales_team----------assign_max
|
||
|
|
# admin-----------------sales_team_1--------15 (tot: 0.5/day)
|
||
|
|
# user_sales_manager----sales_team_convert--60 (tot: 2/day)
|
||
|
|
# user_sales_leads------sales_team_1--------45 (tot: 1.5/day)
|
||
|
|
# user_sales_salesman---sales_team_1--------15 (tot: 1.5/day)
|
||
|
|
# user_sales_salesman---sales_team_convert--30
|
||
|
|
|
||
|
|
cls.sales_team_1_m1.write({
|
||
|
|
'assignment_max': 45,
|
||
|
|
'assignment_domain': False,
|
||
|
|
})
|
||
|
|
cls.sales_team_1_m2.write({
|
||
|
|
'assignment_max': 15,
|
||
|
|
'assignment_domain': [('probability', '>=', 10)],
|
||
|
|
})
|
||
|
|
|
||
|
|
cls.env['ir.config_parameter'].set_param('sales_team.membership_multi', True)
|
||
|
|
cls.sales_team_1_m3 = cls.env['crm.team.member'].create({
|
||
|
|
'user_id': cls.user_sales_salesman.id,
|
||
|
|
'crm_team_id': cls.sales_team_1.id,
|
||
|
|
'assignment_max': 15,
|
||
|
|
'assignment_domain': [('probability', '>=', 20)],
|
||
|
|
})
|
||
|
|
cls.sales_team_convert_m1.write({
|
||
|
|
'assignment_max': 30,
|
||
|
|
'assignment_domain': [('probability', '>=', 20)]
|
||
|
|
})
|
||
|
|
cls.sales_team_convert_m2 = cls.env['crm.team.member'].create({
|
||
|
|
'user_id': cls.user_sales_manager.id,
|
||
|
|
'crm_team_id': cls.sales_team_convert.id,
|
||
|
|
'assignment_max': 60,
|
||
|
|
'assignment_domain': False,
|
||
|
|
})
|
||
|
|
|
||
|
|
@classmethod
|
||
|
|
def _switch_to_auto_assign(cls):
|
||
|
|
cls.env['ir.config_parameter'].set_param('crm.lead.auto.assignment', True)
|
||
|
|
cls.assign_cron = cls.env.ref('crm.ir_cron_crm_lead_assign')
|
||
|
|
cls.assign_cron.update({
|
||
|
|
'active': True,
|
||
|
|
'interval_type': 'days',
|
||
|
|
'interval_number': 1,
|
||
|
|
})
|
||
|
|
|
||
|
|
def assertMemberAssign(self, member, count):
|
||
|
|
""" Check assign result and that domains are effectively taken into account """
|
||
|
|
self.assertEqual(member.lead_month_count, count)
|
||
|
|
member_leads = self.env['crm.lead'].search(member._get_lead_month_domain())
|
||
|
|
self.assertEqual(len(member_leads), count)
|
||
|
|
if member.assignment_domain:
|
||
|
|
self.assertEqual(
|
||
|
|
member_leads.filtered_domain(literal_eval(member.assignment_domain)),
|
||
|
|
member_leads
|
||
|
|
)
|
||
|
|
# TODO this condition is not fulfilled in case of merge, need to change merge/assignment process
|
||
|
|
# if member.crm_team_id.assignment_domain:
|
||
|
|
# self.assertEqual(
|
||
|
|
# member_leads.filtered_domain(literal_eval(member.crm_team_id.assignment_domain)),
|
||
|
|
# member_leads,
|
||
|
|
# 'Assign domain not matching: %s' % member.crm_team_id.assignment_domain
|
||
|
|
# )
|
||
|
|
|
||
|
|
class TestLeadConvertMassCommon(TestLeadConvertCommon):
|
||
|
|
|
||
|
|
@classmethod
|
||
|
|
def setUpClass(cls):
|
||
|
|
super(TestLeadConvertMassCommon, cls).setUpClass()
|
||
|
|
# Sales Team organization
|
||
|
|
# Role: M (team member) R (team manager)
|
||
|
|
# SALESMAN-------------------sales_team_1-----sales_team_convert
|
||
|
|
# admin----------------------M----------------/ (sales_team_1_m2)
|
||
|
|
# user_sales_manager---------R----------------R (sales_team_1_m1)
|
||
|
|
# user_sales_leads-----------M----------------/
|
||
|
|
# user_sales_leads_convert---/----------------M <-- NEW (sales_team_convert_m2)
|
||
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# user_sales_salesman--------/----------------M (sales_team_convert_m1)
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cls.user_sales_leads_convert = mail_new_test_user(
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cls.env, login='user_sales_leads_convert',
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name='Lucien Sales Leads Convert', email='crm_leads_2@test.example.com',
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company_id=cls.env.ref("base.main_company").id,
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notification_type='inbox',
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groups='sales_team.group_sale_salesman_all_leads,base.group_partner_manager,crm.group_use_lead',
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)
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cls.sales_team_convert_m2 = cls.env['crm.team.member'].create({
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'user_id': cls.user_sales_leads_convert.id,
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'crm_team_id': cls.sales_team_convert.id,
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})
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||
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|
||
|
|
cls.lead_w_partner = cls.env['crm.lead'].create({
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||
|
|
'name': 'New1',
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||
|
|
'type': 'lead',
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||
|
|
'priority': '0',
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||
|
|
'probability': 10,
|
||
|
|
'user_id': cls.user_sales_manager.id,
|
||
|
|
'stage_id': False,
|
||
|
|
'partner_id': cls.contact_1.id,
|
||
|
|
})
|
||
|
|
cls.lead_w_partner.write({'stage_id': False})
|
||
|
|
|
||
|
|
cls.tags = cls.env['crm.tag'].create([{'name': 'Tag %i' % i} for i in range(4)])
|
||
|
|
cls.lead_1.tag_ids = cls.tags[:3]
|
||
|
|
cls.lead_w_partner_company = cls.env['crm.lead'].create({
|
||
|
|
'name': 'New1',
|
||
|
|
'type': 'lead',
|
||
|
|
'probability': 50,
|
||
|
|
'user_id': cls.user_sales_manager.id,
|
||
|
|
'stage_id': cls.stage_team1_1.id,
|
||
|
|
'partner_id': cls.contact_company_1.id,
|
||
|
|
'contact_name': 'Hermes Conrad',
|
||
|
|
'email_from': 'hermes.conrad@test.example.com',
|
||
|
|
'tag_ids': (cls.tags[:2] | cls.tags[3]),
|
||
|
|
})
|
||
|
|
cls.lead_w_contact = cls.env['crm.lead'].create({
|
||
|
|
'name': 'LeadContact',
|
||
|
|
'type': 'lead',
|
||
|
|
'probability': 25,
|
||
|
|
'contact_name': 'TestContact',
|
||
|
|
'user_id': cls.user_sales_salesman.id,
|
||
|
|
'stage_id': cls.stage_gen_1.id,
|
||
|
|
})
|
||
|
|
cls.lead_w_email = cls.env['crm.lead'].create({
|
||
|
|
'name': 'LeadEmailAsContact',
|
||
|
|
'type': 'lead',
|
||
|
|
'priority': '2',
|
||
|
|
'probability': 15,
|
||
|
|
'email_from': 'contact.email@test.example.com',
|
||
|
|
'user_id': cls.user_sales_salesman.id,
|
||
|
|
'stage_id': cls.stage_gen_1.id,
|
||
|
|
})
|
||
|
|
cls.lead_w_email_lost = cls.env['crm.lead'].create({
|
||
|
|
'name': 'Lost',
|
||
|
|
'type': 'lead',
|
||
|
|
'probability': 15,
|
||
|
|
'email_from': 'strange.from@test.example.com',
|
||
|
|
'user_id': cls.user_sales_leads.id,
|
||
|
|
'stage_id': cls.stage_team1_2.id,
|
||
|
|
'active': False,
|
||
|
|
})
|
||
|
|
cls.env.flush_all()
|