crm/tests/test_crm_lead_convert.py

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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import SUPERUSER_ID
from odoo.addons.crm.tests import common as crm_common
from odoo.fields import Datetime
from odoo.tests.common import tagged, users
from odoo.tests.common import Form
@tagged('lead_manage')
class TestLeadConvertForm(crm_common.TestLeadConvertCommon):
@users('user_sales_manager')
def test_form_action_default(self):
""" Test Lead._find_matching_partner() """
lead = self.env['crm.lead'].browse(self.lead_1.ids)
customer = self.env['res.partner'].create({
"name": "Amy Wong",
"email": '"Amy, PhD Student, Wong" Tiny <AMY.WONG@test.example.com>'
})
wizard = Form(self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': lead.id,
'active_ids': lead.ids,
}))
self.assertEqual(wizard.name, 'convert')
self.assertEqual(wizard.action, 'exist')
self.assertEqual(wizard.partner_id, customer)
@users('user_sales_manager')
def test_form_name_onchange(self):
""" Test Lead._find_matching_partner() """
lead = self.env['crm.lead'].browse(self.lead_1.ids)
lead_dup = lead.copy({'name': 'Duplicate'})
customer = self.env['res.partner'].create({
"name": "Amy Wong",
"email": '"Amy, PhD Student, Wong" Tiny <AMY.WONG@test.example.com>'
})
wizard = Form(self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': lead.id,
'active_ids': lead.ids,
}))
self.assertEqual(wizard.name, 'merge')
self.assertEqual(wizard.action, 'exist')
self.assertEqual(wizard.partner_id, customer)
self.assertEqual(wizard.duplicated_lead_ids[:], lead + lead_dup)
wizard.name = 'convert'
wizard.action = 'create'
self.assertEqual(wizard.action, 'create', 'Should keep user input')
self.assertEqual(wizard.name, 'convert', 'Should keep user input')
@tagged('lead_manage')
class TestLeadConvert(crm_common.TestLeadConvertCommon):
"""
TODO: created partner (handle assignation) has team of lead
TODO: create partner has user_id coming from wizard
"""
@classmethod
def setUpClass(cls):
super(TestLeadConvert, cls).setUpClass()
date = Datetime.from_string('2020-01-20 16:00:00')
cls.crm_lead_dt_mock.now.return_value = date
@users('user_sales_manager')
def test_duplicates_computation(self):
""" Test Lead._get_lead_duplicates() and check won / probability usage """
test_lead = self.env['crm.lead'].browse(self.lead_1.ids)
customer, dup_leads = self._create_duplicates(test_lead)
dup_leads += self.env['crm.lead'].create([
{'name': 'Duplicate lead: same email_from, lost',
'type': 'lead',
'email_from': test_lead.email_from,
'probability': 0, 'active': False,
},
{'name': 'Duplicate lead: same email_from, proba 0 but not lost',
'type': 'lead',
'email_from': test_lead.email_from,
'probability': 0, 'active': True,
},
{'name': 'Duplicate opp: same email_from, won',
'type': 'opportunity',
'email_from': test_lead.email_from,
'probability': 100, 'stage_id': self.stage_team1_won.id,
},
{'name': 'Duplicate opp: same email_from, proba 100 but not won',
'type': 'opportunity',
'email_from': test_lead.email_from,
'probability': 100, 'stage_id': self.stage_team1_2.id,
}
])
lead_lost = dup_leads.filtered(lambda lead: lead.name == 'Duplicate lead: same email_from, lost')
_opp_proba100 = dup_leads.filtered(lambda lead: lead.name == 'Duplicate opp: same email_from, proba 100 but not won')
opp_won = dup_leads.filtered(lambda lead: lead.name == 'Duplicate opp: same email_from, won')
opp_lost = dup_leads.filtered(lambda lead: lead.name == 'Duplicate: lost opportunity')
test_lead.write({'partner_id': customer.id})
# not include_lost = remove archived leads as well as 'won' opportunities
result = test_lead._get_lead_duplicates(
partner=test_lead.partner_id,
email=test_lead.email_from,
include_lost=False
)
self.assertEqual(result, test_lead + dup_leads - (lead_lost + opp_won + opp_lost))
# include_lost = remove archived opp only
result = test_lead._get_lead_duplicates(
partner=test_lead.partner_id,
email=test_lead.email_from,
include_lost=True
)
self.assertEqual(result, test_lead + dup_leads - (lead_lost))
def test_initial_data(self):
""" Ensure initial data to avoid spaghetti test update afterwards """
self.assertFalse(self.lead_1.date_conversion)
self.assertEqual(self.lead_1.date_open, Datetime.from_string('2020-01-15 11:30:00'))
self.assertEqual(self.lead_1.lang_id, self.lang_fr)
self.assertFalse(self.lead_1.mobile)
self.assertEqual(self.lead_1.phone, '+1 202 555 9999')
self.assertEqual(self.lead_1.user_id, self.user_sales_leads)
self.assertEqual(self.lead_1.team_id, self.sales_team_1)
self.assertEqual(self.lead_1.stage_id, self.stage_team1_1)
@users('user_sales_manager')
def test_lead_convert_base(self):
""" Test base method ``convert_opportunity`` or crm.lead model """
self.contact_2.phone = False # force Falsy to compare with mobile
self.assertFalse(self.contact_2.phone)
lead = self.lead_1.with_user(self.env.user)
lead.write({
'phone': '123456789',
})
self.assertEqual(lead.team_id, self.sales_team_1)
self.assertEqual(lead.stage_id, self.stage_team1_1)
self.assertEqual(lead.email_from, 'amy.wong@test.example.com')
self.assertEqual(lead.lang_id, self.lang_fr)
lead.convert_opportunity(self.contact_2)
self.assertEqual(lead.type, 'opportunity')
self.assertEqual(lead.partner_id, self.contact_2)
self.assertEqual(lead.email_from, self.contact_2.email)
self.assertEqual(lead.lang_id, self.lang_en)
self.assertEqual(lead.mobile, self.contact_2.mobile)
self.assertEqual(lead.phone, '123456789')
self.assertEqual(lead.team_id, self.sales_team_1)
self.assertEqual(lead.stage_id, self.stage_team1_1)
@users('user_sales_manager')
def test_lead_convert_base_corner_cases(self):
""" Test base method ``convert_opportunity`` or crm.lead model with corner
cases: inactive, won, stage update, ... """
# inactive leads are not converted
lead = self.lead_1.with_user(self.env.user)
lead.action_archive()
self.assertFalse(lead.active)
lead.convert_opportunity(self.contact_2)
self.assertEqual(lead.type, 'lead')
self.assertEqual(lead.partner_id, self.env['res.partner'])
lead.action_unarchive()
self.assertTrue(lead.active)
# won leads are not converted
lead.action_set_won()
# TDE FIXME: set won does not take into account sales team when fetching a won stage
# self.assertEqual(lead.stage_id, self.stage_team1_won)
self.assertEqual(lead.stage_id, self.stage_gen_won)
self.assertEqual(lead.probability, 100)
lead.convert_opportunity(self.contact_2)
self.assertEqual(lead.type, 'lead')
self.assertEqual(lead.partner_id, self.env['res.partner'])
@users('user_sales_manager')
def test_lead_convert_base_w_salesmen(self):
""" Test base method ``convert_opportunity`` while forcing salesmen, as it
should also force sales team """
lead = self.lead_1.with_user(self.env.user)
self.assertEqual(lead.team_id, self.sales_team_1)
lead.convert_opportunity(False, user_ids=self.user_sales_salesman.ids)
self.assertEqual(lead.user_id, self.user_sales_salesman)
self.assertEqual(lead.team_id, self.sales_team_convert)
# TDE FIXME: convert does not recompute stage based on updated team of assigned user
# self.assertEqual(lead.stage_id, self.stage_team_convert_1)
@users('user_sales_manager')
def test_lead_convert_base_w_team(self):
""" Test base method ``convert_opportunity`` while forcing team """
lead = self.lead_1.with_user(self.env.user)
lead.convert_opportunity(False, team_id=self.sales_team_convert.id)
self.assertEqual(lead.team_id, self.sales_team_convert)
self.assertEqual(lead.user_id, self.user_sales_leads)
# TDE FIXME: convert does not recompute stage based on team
# self.assertEqual(lead.stage_id, self.stage_team_convert_1)
@users('user_sales_manager')
def test_lead_convert_corner_cases_crud(self):
""" Test Lead._find_matching_partner() """
# email formatting
other_lead = self.lead_1.copy()
other_lead.write({'partner_id': self.contact_1.id})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'default_lead_id': other_lead.id,
}).create({})
self.assertEqual(convert.lead_id, other_lead)
self.assertEqual(convert.partner_id, self.contact_1)
self.assertEqual(convert.action, 'exist')
convert = self.env['crm.lead2opportunity.partner'].with_context({
'default_lead_id': other_lead.id,
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
}).create({})
self.assertEqual(convert.lead_id, other_lead)
self.assertEqual(convert.partner_id, self.contact_1)
self.assertEqual(convert.action, 'exist')
@users('user_sales_manager')
def test_lead_convert_corner_cases_matching(self):
""" Test Lead._find_matching_partner() """
# email formatting
self.lead_1.write({
'email_from': 'Amy Wong <amy.wong@test.example.com>'
})
customer = self.env['res.partner'].create({
'name': 'Different Name',
'email': 'Wong AMY <AMY.WONG@test.example.com>'
})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
# TDE FIXME: should take into account normalized email version, not encoded one
# self.assertEqual(convert.partner_id, customer)
@users('user_sales_manager')
def test_lead_convert_no_lang(self):
""" Ensure converting a lead with an archived language correctly falls back on the default partner language. """
inactive_lang = self.env["res.lang"].sudo().create({
'code': 'en_ZZ',
'name': 'Inactive Lang',
'active': False,
})
lead = self.lead_1.with_user(self.env.user)
lead.lang_id = inactive_lang
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({'action': 'create'})
convert.action_apply()
self.assertTrue(lead.partner_id)
self.assertEqual(lead.partner_id.lang, 'en_US')
@users('user_sales_manager')
def test_lead_convert_internals(self):
""" Test internals of convert wizard """
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
# test internals of convert wizard
self.assertEqual(convert.lead_id, self.lead_1)
self.assertEqual(convert.user_id, self.lead_1.user_id)
self.assertEqual(convert.team_id, self.lead_1.team_id)
self.assertFalse(convert.partner_id)
self.assertEqual(convert.name, 'convert')
self.assertEqual(convert.action, 'create')
convert.write({'user_id': self.user_sales_salesman.id})
self.assertEqual(convert.user_id, self.user_sales_salesman)
self.assertEqual(convert.team_id, self.sales_team_convert)
convert.action_apply()
# convert test
self.assertEqual(self.lead_1.type, 'opportunity')
self.assertEqual(self.lead_1.user_id, self.user_sales_salesman)
self.assertEqual(self.lead_1.team_id, self.sales_team_convert)
# TDE FIXME: stage is linked to the old sales team and is not updated when converting, could be improved
# self.assertEqual(self.lead_1.stage_id, self.stage_gen_1)
# partner creation test
new_partner = self.lead_1.partner_id
self.assertEqual(new_partner.email, 'amy.wong@test.example.com')
self.assertEqual(new_partner.lang, self.lang_fr.code)
self.assertEqual(new_partner.phone, '+1 202 555 9999')
self.assertEqual(new_partner.name, 'Amy Wong')
@users('user_sales_manager')
def test_lead_convert_action_exist(self):
""" Test specific use case of 'exist' action in conver wizard """
self.lead_1.write({'partner_id': self.contact_1.id})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
self.assertEqual(convert.action, 'exist')
convert.action_apply()
self.assertEqual(self.lead_1.type, 'opportunity')
self.assertEqual(self.lead_1.partner_id, self.contact_1)
@users('user_sales_manager')
def test_lead_convert_action_nothing(self):
""" Test specific use case of 'nothing' action in conver wizard """
self.lead_1.write({'contact_name': False})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
self.assertEqual(convert.action, 'nothing')
convert.action_apply()
self.assertEqual(self.lead_1.type, 'opportunity')
self.assertEqual(self.lead_1.user_id, self.user_sales_leads)
self.assertEqual(self.lead_1.team_id, self.sales_team_1)
self.assertEqual(self.lead_1.stage_id, self.stage_team1_1)
self.assertEqual(self.lead_1.partner_id, self.env['res.partner'])
@users('user_sales_manager')
def test_lead_convert_contact_mutlicompany(self):
""" Check the wizard convert to opp don't find contact
You are not able to see because they belong to another company """
# Use superuser_id because creating a company with a user add directly
# the company in company_ids of the user.
company_2 = self.env['res.company'].with_user(SUPERUSER_ID).create({'name': 'Company 2'})
partner_company_2 = self.env['res.partner'].with_user(SUPERUSER_ID).create({
'name': 'Contact in other company',
'email': 'test@company2.com',
'company_id': company_2.id,
})
lead = self.env['crm.lead'].create({
'name': 'LEAD',
'type': 'lead',
'email_from': 'test@company2.com',
})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': lead.id,
'active_ids': lead.ids,
}).create({'name': 'convert', 'action': 'exist'})
self.assertNotEqual(convert.partner_id, partner_company_2,
"Conversion wizard should not be able to find the partner from another company")
@users('user_sales_manager')
def test_lead_convert_same_partner(self):
""" Check that we don't erase lead information
with existing partner info if the partner is already set
"""
partner = self.env['res.partner'].create({
'name': 'Empty partner',
})
lead = self.env['crm.lead'].create({
'name': 'LEAD',
'partner_id': partner.id,
'type': 'lead',
'email_from': 'demo@test.com',
'lang_id': self.lang_fr.id,
'street': 'my street',
'city': 'my city',
})
lead.convert_opportunity(partner)
self.assertEqual(lead.email_from, 'demo@test.com', 'Email From should be preserved during conversion')
self.assertEqual(lead.lang_id, self.lang_fr, 'Lang should be preserved during conversion')
self.assertEqual(lead.street, 'my street', 'Street should be preserved during conversion')
self.assertEqual(lead.city, 'my city', 'City should be preserved during conversion')
self.assertEqual(partner.lang, 'en_US')
@users('user_sales_manager')
def test_lead_convert_properties_preserve(self):
"""Verify that the properties are preserved when converting."""
initial_team = self.lead_1.with_env(self.env).team_id
self.lead_1.lead_properties = [{
'name': 'test',
'type': 'char',
'value': 'test value',
'definition_changed': True,
}]
self.lead_1.convert_opportunity(False)
self.assertEqual(self.lead_1.team_id, initial_team)
self.assertEqual(self.lead_1.lead_properties, {'test': 'test value'})
# re-writing the team, but keeping the same value should not reset the properties
self.lead_1.write({'team_id': self.lead_1.team_id.id})
self.assertEqual(self.lead_1.lead_properties, {'test': 'test value'})
@users('user_sales_manager')
def test_lead_convert_properties_reset(self):
"""Verify that the properties are reset when converting if the team changed."""
initial_team = self.lead_1.with_env(self.env).team_id
self.lead_1.lead_properties = [{
'name': 'test',
'type': 'char',
'value': 'test value',
'definition_changed': True,
}]
self.lead_1.convert_opportunity(False, user_ids=self.user_sales_salesman.ids)
self.assertNotEqual(self.lead_1.team_id, initial_team)
self.assertFalse(self.lead_1.lead_properties)
@users('user_sales_manager')
def test_lead_merge(self):
""" Test convert wizard working in merge mode """
date = Datetime.from_string('2020-01-20 16:00:00')
self.crm_lead_dt_mock.now.return_value = date
leads = self.env['crm.lead']
for x in range(2):
leads |= self.env['crm.lead'].create({
'name': 'Dup-%02d-%s' % (x+1, self.lead_1.name),
'type': 'lead', 'user_id': False, 'team_id': self.lead_1.team_id.id,
'contact_name': 'Duplicate %02d of %s' % (x+1, self.lead_1.contact_name),
'email_from': self.lead_1.email_from,
'probability': 10,
})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
# test internals of convert wizard
self.assertEqual(convert.duplicated_lead_ids, self.lead_1 | leads)
self.assertEqual(convert.user_id, self.lead_1.user_id)
self.assertEqual(convert.team_id, self.lead_1.team_id)
self.assertFalse(convert.partner_id)
self.assertEqual(convert.name, 'merge')
self.assertEqual(convert.action, 'create')
convert.write({'user_id': self.user_sales_salesman.id})
self.assertEqual(convert.user_id, self.user_sales_salesman)
self.assertEqual(convert.team_id, self.sales_team_convert)
convert.action_apply()
self.assertEqual(self.lead_1.type, 'opportunity')
@users('user_sales_salesman')
def test_lead_merge_user(self):
""" Test convert wizard working in merge mode with sales user """
date = Datetime.from_string('2020-01-20 16:00:00')
self.crm_lead_dt_mock.now.return_value = date
leads = self.env['crm.lead']
for x in range(2):
leads |= self.env['crm.lead'].create({
'name': 'Dup-%02d-%s' % (x+1, self.lead_1.name),
'type': 'lead', 'user_id': False, 'team_id': self.lead_1.team_id.id,
'contact_name': 'Duplicate %02d of %s' % (x+1, self.lead_1.contact_name),
'email_from': self.lead_1.email_from,
'probability': 10,
})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': leads[0].id,
'active_ids': leads[0].ids,
}).create({})
# test internals of convert wizard
self.assertEqual(convert.duplicated_lead_ids, leads)
self.assertEqual(convert.name, 'merge')
self.assertEqual(convert.action, 'create')
convert.write({'user_id': self.user_sales_salesman.id})
self.assertEqual(convert.user_id, self.user_sales_salesman)
self.assertEqual(convert.team_id, self.sales_team_convert)
convert.action_apply()
self.assertEqual(leads[0].type, 'opportunity')
@users('user_sales_manager')
def test_lead_merge_duplicates(self):
""" Test Lead._get_lead_duplicates() and check: partner / email fallbacks """
customer, dup_leads = self._create_duplicates(self.lead_1)
lead_partner = dup_leads.filtered(lambda lead: lead.name == 'Duplicate: customer ID')
self.assertTrue(bool(lead_partner))
self.lead_1.write({
'partner_id': customer.id,
})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
self.assertEqual(convert.partner_id, customer)
self.assertEqual(convert.duplicated_lead_ids, self.lead_1 | dup_leads)
# Check: partner fallbacks
self.lead_1.write({
'email_from': False,
'partner_id': customer.id,
})
customer.write({'email': False})
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
self.assertEqual(convert.partner_id, customer)
self.assertEqual(convert.duplicated_lead_ids, self.lead_1 | lead_partner)
@users('user_sales_manager')
def test_lead_merge_duplicates_flow(self):
""" Test Lead._get_lead_duplicates() + merge with active_test """
# Check: email formatting
self.lead_1.write({
'email_from': 'Amy Wong <amy.wong@test.example.com>'
})
customer, dup_leads = self._create_duplicates(self.lead_1)
opp_lost = dup_leads.filtered(lambda lead: lead.name == 'Duplicate: lost opportunity')
self.assertTrue(bool(opp_lost))
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': self.lead_1.ids,
}).create({})
self.assertEqual(convert.partner_id, customer)
self.assertEqual(convert.duplicated_lead_ids, self.lead_1 | dup_leads)
convert.action_apply()
self.assertEqual(
(self.lead_1 | dup_leads).exists(),
opp_lost)
@tagged('lead_manage')
class TestLeadConvertBatch(crm_common.TestLeadConvertMassCommon):
def test_initial_data(self):
""" Ensure initial data to avoid spaghetti test update afterwards """
self.assertFalse(self.lead_1.date_conversion)
self.assertEqual(self.lead_1.date_open, Datetime.from_string('2020-01-15 11:30:00'))
self.assertEqual(self.lead_1.user_id, self.user_sales_leads)
self.assertEqual(self.lead_1.team_id, self.sales_team_1)
self.assertEqual(self.lead_1.stage_id, self.stage_team1_1)
self.assertEqual(self.lead_w_partner.stage_id, self.env['crm.stage'])
self.assertEqual(self.lead_w_partner.user_id, self.user_sales_manager)
self.assertEqual(self.lead_w_partner.team_id, self.sales_team_1)
self.assertEqual(self.lead_w_partner_company.stage_id, self.stage_team1_1)
self.assertEqual(self.lead_w_partner_company.user_id, self.user_sales_manager)
self.assertEqual(self.lead_w_partner_company.team_id, self.sales_team_1)
self.assertEqual(self.lead_w_contact.stage_id, self.stage_gen_1)
self.assertEqual(self.lead_w_contact.user_id, self.user_sales_salesman)
self.assertEqual(self.lead_w_contact.team_id, self.sales_team_convert)
self.assertEqual(self.lead_w_email.stage_id, self.stage_gen_1)
self.assertEqual(self.lead_w_email.user_id, self.user_sales_salesman)
self.assertEqual(self.lead_w_email.team_id, self.sales_team_convert)
self.assertEqual(self.lead_w_email_lost.stage_id, self.stage_team1_2)
self.assertEqual(self.lead_w_email_lost.user_id, self.user_sales_leads)
self.assertEqual(self.lead_w_email_lost.team_id, self.sales_team_1)
@users('user_sales_manager')
def test_lead_convert_batch_internals(self):
""" Test internals of convert wizard, working in batch mode """
date = self.env.cr.now()
lead_w_partner = self.lead_w_partner
lead_w_contact = self.lead_w_contact
lead_w_email_lost = self.lead_w_email_lost
lead_w_email_lost.action_set_lost()
self.assertEqual(lead_w_email_lost.active, False)
convert = self.env['crm.lead2opportunity.partner'].with_context({
'active_model': 'crm.lead',
'active_id': self.lead_1.id,
'active_ids': (self.lead_1 | lead_w_partner | lead_w_contact | lead_w_email_lost).ids,
}).create({})
# test internals of convert wizard
# self.assertEqual(convert.lead_id, self.lead_1)
self.assertEqual(convert.user_id, self.lead_1.user_id)
self.assertEqual(convert.team_id, self.lead_1.team_id)
self.assertFalse(convert.partner_id)
self.assertEqual(convert.name, 'convert')
self.assertEqual(convert.action, 'create')
convert.action_apply()
self.assertEqual(convert.user_id, self.user_sales_leads)
self.assertEqual(convert.team_id, self.sales_team_1)
# lost leads are not converted (see crm_lead.convert_opportunity())
self.assertFalse(lead_w_email_lost.active)
self.assertFalse(lead_w_email_lost.date_conversion)
self.assertEqual(lead_w_email_lost.partner_id, self.env['res.partner'])
self.assertEqual(lead_w_email_lost.stage_id, self.stage_team1_2) # did not change
# other leads are converted into opportunities
for opp in (self.lead_1 | lead_w_partner | lead_w_contact):
# team management update: opportunity linked to chosen wizard values
self.assertEqual(opp.type, 'opportunity')
self.assertTrue(opp.active)
self.assertEqual(opp.user_id, convert.user_id)
self.assertEqual(opp.team_id, convert.team_id)
# dates update: convert set them to now
self.assertEqual(opp.date_open, date)
self.assertEqual(opp.date_conversion, date)
# stage update (depends on previous value)
if opp == self.lead_1:
self.assertEqual(opp.stage_id, self.stage_team1_1) # did not change
elif opp == lead_w_partner:
self.assertEqual(opp.stage_id, self.stage_team1_1) # is set to default stage of sales_team_1
elif opp == lead_w_contact:
self.assertEqual(opp.stage_id, self.stage_gen_1) # did not change
else:
self.assertFalse(True)