crm/tests/test_crm_lead_notification.py

339 lines
16 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 import tagged, users
from odoo.tools import formataddr, mute_logger
@tagged('mail_thread', 'mail_gateway')
class NewLeadNotification(TestCrmCommon):
""" Test mail features support on lead + specific overrides and support """
@classmethod
def setUpClass(cls):
""" Activate some langs to test lang propagation in various mail flows """
super(NewLeadNotification, cls).setUpClass()
cls._activate_multi_company()
cls.test_email = '"Test Email" <test.email@example.com>'
model_lang = cls.env['res.lang'].sudo().with_context(active_test=False)
# Create a lead with an inactive language -> should ignore the preset language
cls.lang_fr = model_lang.search([('code', '=', 'fr_FR')])
if not cls.lang_fr:
cls.lang_fr = model_lang._create_lang('fr_FR')
# set French language as inactive then try to call "_message_get_suggested_recipients"
# -> lang code should be ignored
cls.lang_fr.active = False
# Create a lead with an active language -> should keep the preset language for recipients
cls.lang_en = model_lang.search([('code', '=', 'en_US')])
if not cls.lang_en:
cls.lang_en = model_lang._create_lang('en_US')
# set American English language as active then try to call "_message_get_suggested_recipients"
# -> lang code should be kept
cls.lang_en.active = True
@users('user_sales_manager')
def test_lead_message_get_suggested_recipients_email(self):
""" Test '_message_get_suggested_recipients' and its override in lead
when dealing with various emails. """
partner_no_email = self.env['res.partner'].create({'name': 'Test Partner', 'email': False})
(
lead_format,
lead_multi,
lead_from,
lead_partner,
lead_partner_no_email,
lead_partner_no_email_with_cc
) = self.env['crm.lead'].create([
{
'email_from': '"New Customer" <new.customer.format@test.example.com>',
'name': 'Test Suggestion (email_from with format)',
'partner_name': 'Format Name',
'user_id': self.user_sales_leads.id,
}, {
'email_from': 'new.customer.multi.1@test.example.com, new.customer.2@test.example.com',
'name': 'Test Suggestion (email_from multi)',
'partner_name': 'Multi Name',
'user_id': self.user_sales_leads.id,
}, {
'email_from': 'new.customer.simple@test.example.com',
'name': 'Test Suggestion (email_from)',
'partner_name': 'Std Name',
'user_id': self.user_sales_leads.id,
}, {
'name': 'Test Suggestion (partner_id)',
'partner_id': self.contact_1.id,
'user_id': self.user_sales_leads.id,
}, {
'name': 'Test Suggestion (partner no email)',
'partner_id': partner_no_email.id
}, {
'name': 'Test Suggestion (partner no email with cc email)',
'partner_id': partner_no_email.id,
'email_cc': 'test_cc@odoo.com'
}
])
for lead, expected_suggested in zip(
lead_format + lead_multi + lead_from + lead_partner + lead_partner_no_email + lead_partner_no_email_with_cc,
[
[(False, '"New Customer" <new.customer.format@test.example.com>', None, 'Customer Email',
{'company_name': 'Format Name', 'email': 'new.customer.format@test.example.com',
'name': 'Format Name', 'user_id': self.user_sales_leads.id,
'team_id': self.sales_team_1.id,
})],
[(False, '"Multi Name" <new.customer.multi.1@test.example.com,new.customer.2@test.example.com>', None, 'Customer Email',
{'company_name': 'Multi Name', 'email': 'new.customer.multi.1@test.example.com',
'name': 'Multi Name', 'user_id': self.user_sales_leads.id,
'team_id': self.sales_team_1.id,
})],
[(False, '"Std Name" <new.customer.simple@test.example.com>', None, 'Customer Email',
{'company_name': 'Std Name', 'email': 'new.customer.simple@test.example.com',
'name': 'Std Name', 'user_id': self.user_sales_leads.id,
'team_id': self.sales_team_1.id,
})],
[(self.contact_1.id, '"Philip J Fry" <philip.j.fry@test.example.com>', self.contact_1.lang, 'Customer',
{})],
[(partner_no_email.id, 'Test Partner', partner_no_email.lang, 'Customer', {})],
[
(False, 'test_cc@odoo.com', None, 'CC Email', {}),
(partner_no_email.id, 'Test Partner', partner_no_email.lang, 'Customer', {})
]
]
):
with self.subTest(lead=lead, lead_name=lead.name, email_from=lead.email_from):
res = lead._message_get_suggested_recipients()[lead.id]
self.assertEqual(len(res), len(expected_suggested))
self.assertEqual(res[0][:4], expected_suggested[0][:4])
for index, recepient in enumerate(expected_suggested):
customer_data = recepient[4]
if not customer_data:
self.assertFalse(res[index][4])
else:
for partner_fname in customer_data:
found, expected_suggested = res[index][4][partner_fname], customer_data[partner_fname]
self.assertEqual(
found, expected_suggested,
f'Lead suggested customer: wrong value for {partner_fname} got {found} instead of {expected_suggested}')
@users('user_sales_manager')
def test_lead_message_get_suggested_recipients_langs(self):
"""This test checks that creating a contact from a lead with an inactive
language will ignore the language while creating a contact from a lead
with an active language will take it into account """
leads = self.env['crm.lead'].create([
{
'email_from': self.test_email,
'lang_id': self.lang_fr.id,
'name': 'TestLead',
}, {
'email_from': self.test_email,
'lang_id': self.lang_en.id,
'name': 'TestLead',
}
])
expected_list = [
(False, self.test_email, None, 'Customer Email', {'lang': None}),
(False, self.test_email, 'en_US', 'Customer Email', {'lang': 'en_US'}),
]
for lead, expected in zip(leads, expected_list):
with self.subTest(lead=lead):
res = lead._message_get_suggested_recipients()[lead.id]
self.assertEqual(len(res), 1)
self.assertEqual(res[0][:4], expected[:4])
for partner_fname in expected[4]:
found = res[0][4].get(partner_fname)
expected = expected[4][partner_fname]
self.assertEqual(
found, expected,
f'Lead suggested customer: wrong value for {partner_fname} got {found} instead of {expected}')
@users('user_sales_manager')
def test_lead_message_get_suggested_recipients_values_for_create(self):
"""Check default creates value used when creating client from suggested
recipients (customer)."""
lead_details_for_contact = {
'title': self.env.ref('base.res_partner_title_mister').id,
'street': '3rd Floor, Room 3-C',
'street2': '123 Arlington Avenue',
'zip': '13202',
'city': 'New York',
'country_id': self.env.ref('base.us').id,
'state_id': self.env.ref('base.state_us_39').id,
'website': 'https://www.arlington123.com/3f3c',
'phone': '678-728-0949',
'mobile': '661-606-0781',
'function': 'Delivery Boy',
'team_id': self.sales_team_1.id,
'user_id': self.user_sales_manager.id,
}
for partner_name, name, email in [
(False, 'Test', 'test_default_create@example.com'),
('Delivery Boy company', 'Test With Company', 'default_create_with_partner@example.com'),
('Delivery Boy company', '', 'default_create_with_partner_no_name@example.com'),
]:
formatted_email = formataddr((name, email)) if name else formataddr((partner_name, email))
with self.subTest(partner_name=partner_name):
lang = self.env['res.lang'].sudo().search([], limit=1)[0]
description = '<p>Top</p>'
lead1 = self.env['crm.lead'].create({
'name': 'TestLead',
'contact_name': name,
'email_from': formatted_email,
'lang_id': lang.id,
'description': description,
'partner_name': partner_name,
**lead_details_for_contact,
})
data = lead1._message_get_suggested_recipients()[lead1.id]
suggested_partner_id, suggested_partner_email, suggested_lang, suggested_reason, create_vals = data[0]
self.assertFalse(suggested_partner_id)
self.assertEqual(suggested_partner_email, formatted_email)
self.assertEqual(suggested_lang, lang.code)
self.assertEqual(suggested_reason, 'Customer Email')
self.assertEqual(create_vals, lead1._get_customer_information().get(email, {}))
for field, value in lead_details_for_contact.items():
self.assertEqual(create_vals.get(field), value)
expected_name = partner_name if partner_name and not name else name
self.assertEqual(create_vals['name'], expected_name)
self.assertEqual(create_vals['comment'], description) # description -> comment
# Parent company not created even if partner_name is set
self.assertFalse(create_vals.get('parent_id')) # not supported, even if partner_name set
self.assertEqual(create_vals['company_name'], partner_name) # partner_name -> company_name
expected_company_type = 'company' if partner_name and not name else 'person'
self.assertEqual(create_vals.get('company_type', 'person'), expected_company_type)
# Check that the creation of the contact won't fail
partner = self.env['res.partner'].create(create_vals)
partner.unlink()
def test_new_lead_notification(self):
""" Test newly create leads like from the website. People and channels
subscribed to the Sales Team shoud be notified. """
# subscribe a partner and a channel to the Sales Team with new lead subtype
sales_team_1 = self.env['crm.team'].create({
'name': 'Test Sales Team',
'alias_name': 'test_sales_team',
})
subtype = self.env.ref("crm.mt_salesteam_lead")
sales_team_1.message_subscribe(partner_ids=[self.user_sales_manager.partner_id.id], subtype_ids=[subtype.id])
# Imitate what happens in the controller when somebody creates a new
# lead from the website form
lead = self.env["crm.lead"].with_context(mail_create_nosubscribe=True).sudo().create({
"contact_name": "Somebody",
"description": "Some question",
"email_from": "somemail@example.com",
"name": "Some subject",
"partner_name": "Some company",
"team_id": sales_team_1.id,
"phone": "+0000000000"
})
# partner and channel should be auto subscribed
self.assertIn(self.user_sales_manager.partner_id, lead.message_partner_ids)
msg = lead.message_ids[0]
self.assertIn(self.user_sales_manager.partner_id, msg.notified_partner_ids)
# The user should have a new unread message
lead_user = lead.with_user(self.user_sales_manager)
self.assertTrue(lead_user.message_needaction)
@mute_logger('odoo.addons.mail.models.mail_thread')
def test_new_lead_from_email_multicompany(self):
company0 = self.env.company
company1 = self.company_2
self.env.user.write({
'company_ids': [(4, company0.id, False), (4, company1.id, False)],
})
crm_team_model_id = self.env['ir.model']._get_id('crm.team')
crm_lead_model_id = self.env['ir.model']._get_id('crm.lead')
crm_team0 = self.env['crm.team'].create({
'name': 'crm team 0',
'company_id': company0.id,
})
crm_team1 = self.env['crm.team'].create({
'name': 'crm team 1',
'company_id': company1.id,
})
mail_alias0 = self.env['mail.alias'].create({
'alias_domain_id': company0.alias_domain_id.id,
'alias_name': 'sale_team_0',
'alias_model_id': crm_lead_model_id,
'alias_parent_model_id': crm_team_model_id,
'alias_parent_thread_id': crm_team0.id,
'alias_defaults': "{'type': 'opportunity', 'team_id': %s}" % crm_team0.id,
})
mail_alias1 = self.env['mail.alias'].create({
'alias_domain_id': company1.alias_domain_id.id,
'alias_name': 'sale_team_1',
'alias_model_id': crm_lead_model_id,
'alias_parent_model_id': crm_team_model_id,
'alias_parent_thread_id': crm_team1.id,
'alias_defaults': "{'type': 'opportunity', 'team_id': %s}" % crm_team1.id,
})
crm_team0.write({'alias_id': mail_alias0.id})
crm_team1.write({'alias_id': mail_alias1.id})
new_message0 = f"""MIME-Version: 1.0
Date: Thu, 27 Dec 2018 16:27:45 +0100
Message-ID: <blablabla0>
Subject: sale team 0 in company 0
From: A client <client_a@someprovider.com>
To: {mail_alias0.display_name}
Content-Type: multipart/alternative; boundary="000000000000a47519057e029630"
--000000000000a47519057e029630
Content-Type: text/plain; charset="UTF-8"
--000000000000a47519057e029630
Content-Type: text/html; charset="UTF-8"
Content-Transfer-Encoding: quoted-printable
<div>A good message</div>
--000000000000a47519057e029630--
"""
new_message1 = f"""MIME-Version: 1.0
Date: Thu, 27 Dec 2018 16:27:45 +0100
Message-ID: <blablabla1>
Subject: sale team 1 in company 1
From: B client <client_b@someprovider.com>
To: {mail_alias1.display_name}
Content-Type: multipart/alternative; boundary="000000000000a47519057e029630"
--000000000000a47519057e029630
Content-Type: text/plain; charset="UTF-8"
--000000000000a47519057e029630
Content-Type: text/html; charset="UTF-8"
Content-Transfer-Encoding: quoted-printable
<div>A good message bis</div>
--000000000000a47519057e029630--
"""
crm_lead0_id = self.env['mail.thread'].message_process('crm.lead', new_message0)
crm_lead1_id = self.env['mail.thread'].message_process('crm.lead', new_message1)
crm_lead0 = self.env['crm.lead'].browse(crm_lead0_id)
crm_lead1 = self.env['crm.lead'].browse(crm_lead1_id)
self.assertEqual(crm_lead0.team_id, crm_team0)
self.assertEqual(crm_lead1.team_id, crm_team1)
self.assertEqual(crm_lead0.company_id, company0)
self.assertEqual(crm_lead1.company_id, company1)