crm/tests/test_crm_lead_duplicates.py
2024-07-04 13:04:15 +03:00

211 lines
8.1 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.crm.tests.common import TestCrmCommon
from odoo.tests.common import tagged, users
@tagged('lead_internals')
class TestCRMLead(TestCrmCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
# To avoid magic phone sanitization
cls.env.company.country_id = cls.env.ref('base.us')
cls.emails_provider_generic = {
('robert.poilvert@gmail.com', 'robert.poilvert@gmail.com'),
('fp@odoo.com', 'fp@odoo.com'),
('fp.alias@mail.odoo.com', 'fp.alias@mail.odoo.com'),
}
cls.emails_provider_company = {
('robert.poilvert@mycompany.com', 'mycompany.com'),
('fp@subdomain.odoo.com', 'subdomain.odoo.com'),
}
# customer data
country_us_id = cls.env.ref('base.us').id
cls.test_company = cls.env['res.partner'].create({
'city': 'New New York',
'country_id': country_us_id,
'email': 'test.company@another.email.company.com',
'is_company': True,
'name': 'My company',
'street': '57th Street',
'zip': '12345',
})
cls.test_partners = cls.env['res.partner'].create([
{
'city': 'New York',
'country_id': country_us_id,
'email': 'dave@another.email.company.com',
'is_company': False,
'mobile': '+1 202 000 0123',
'name': 'Dave',
'phone': False,
'parent_id': cls.test_company.id,
'street': 'Pearl street',
'zip': '12345',
},
{
'city': 'New York',
'country_id': country_us_id,
'email': 'eve@another.email.company.com',
'is_company': False,
'mobile': '+1 202 000 3210',
'name': 'Eve',
'parent_id': cls.test_company.id,
'phone': False,
'street': 'Wall street',
'zip': '12345',
}
])
# base leads on which duplicate detection is performed
cls.lead_generic = cls.env['crm.lead'].create({
'country_id': country_us_id,
'email_from': 'FP@odoo.com',
'name': 'Generic 1',
'mobile': False,
'partner_id': cls.test_partners[0].id,
'phone': '+1 202 555 0123',
'type': 'lead',
})
cls.lead_company = cls.env['crm.lead'].create({
'country_id': country_us_id,
'email_from': 'floppy@MYCOMPANY.com',
'mobile': '+1 202 666 4567',
'partner_id': False,
'name': 'CompanyMail 1',
'phone': False,
'type': 'lead',
})
# duplicates
cls.lead_generic_email_dupes = cls.env['crm.lead'].create([
# email based: normalized version used for email domain criterion
{
'email_from': '"Fabulous Fab" <fp@ODOO.COM>',
'name': 'Dupe1 of fp@odoo.com (same email)',
'type': 'lead',
},
{
'email_from': 'FP@odoo.com',
'name': 'Dupe2 of fp@odoo.com (same email)',
'type': 'lead',
},
# phone_sanitized based
{
'email_from': 'not.fp@not.odoo.com',
'name': 'Dupe3 of fp@odoo.com (same phone sanitized)',
'phone': '+1 202 555 0123',
'type': 'lead',
},
{
'email_from': 'not.fp@not.odoo.com',
'mobile': '+1 202 555 0123',
'name': 'Dupe4 of fp@odoo.com (same phone sanitized)',
'type': 'lead',
},
# same commercial entity
{
'name': 'Dupe5 of fp@odoo.com (same commercial entity)',
'partner_id': cls.test_partners[1].id,
},
{
'name': 'Dupe6 of fp@odoo.com (same commercial entity)',
'partner_id': cls.test_company.id,
}
])
cls.lead_generic_email_notdupes = cls.env['crm.lead'].create([
# email: check for exact match
{
'email_from': 'not.fp@odoo.com',
'name': 'NotADupe1',
'type': 'lead',
},
])
cls.lead_company_email_dupes = cls.env['crm.lead'].create([
# email based: normalized version used for email domain criterion
{
'email_from': '"The Other Fabulous Fab" <fp@mycompany.COM>',
'name': 'Dupe1 of mycompany@mycompany.com (same company)',
'type': 'lead',
},
{
'email_from': '"Same Email" <floppy@mycompany.com>',
'name': 'Dupe2 of mycompany@mycompany.com (same company)',
'type': 'lead',
},
# phone_sanitized based
{
'email_from': 'not.floppy@not.mycompany.com',
'name': 'Dupe3 of fp@odoo.com (same phone sanitized)',
'phone': '+1 202 666 4567',
'type': 'lead',
},
{
'email_from': 'not.floppy@not.mycompany.com',
'mobile': '+1 202 666 4567',
'name': 'Dupe4 of fp@odoo.com (same phone sanitized)',
'type': 'lead',
},
])
cls.lead_company_email_notdupes = cls.env['crm.lead'].create([
# email: check same company
{
'email_from': 'floppy@zboing.MYCOMPANY.com',
'name': 'NotADupe2',
'type': 'lead',
},
])
def test_assert_initial_values(self):
""" Just be sure of initial value for those tests """
lead_generic = self.lead_generic.with_env(self.env)
self.assertEqual(lead_generic.phone_sanitized, '+12025550123')
self.assertEqual(lead_generic.email_domain_criterion, 'fp@odoo.com')
self.assertEqual(lead_generic.email_normalized, 'fp@odoo.com')
lead_company = self.lead_company.with_env(self.env)
self.assertEqual(lead_company.phone_sanitized, '+12026664567')
self.assertEqual(lead_company.email_domain_criterion, '@mycompany.com')
self.assertEqual(lead_company.email_normalized, 'floppy@mycompany.com')
@users('user_sales_leads')
def test_crm_lead_duplicates_fetch(self):
""" Test heuristic to find duplicates of a given lead. """
# generic provider-based email
lead_generic = self.lead_generic.with_env(self.env)
self.assertEqual(lead_generic.duplicate_lead_ids,
lead_generic + self.lead_generic_email_dupes,
'Duplicates: exact email matching (+ self)')
# company-based email
lead_company = self.lead_company.with_env(self.env)
self.assertEqual(lead_company.duplicate_lead_ids,
lead_company + self.lead_company_email_dupes,
'Duplicates: exact email matching (+ self)')
@users('user_sales_leads')
def test_crm_lead_email_domain_criterion(self):
""" Test computed field 'email_domain_criterion' used notably to fetch
duplicates. """
for test_email, provider in self.emails_provider_generic:
with self.subTest(test_email=test_email, provider=provider):
lead = self.env['crm.lead'].create({
'email_from': test_email,
'name': test_email,
})
self.assertEqual(lead.email_domain_criterion, provider)
for test_email, provider in self.emails_provider_company:
with self.subTest(test_email=test_email, provider=provider):
lead = self.env['crm.lead'].create({
'email_from': test_email,
'name': test_email,
})
self.assertEqual(lead.email_domain_criterion, f'@{provider}',)