233 lines
9.8 KiB
Python
233 lines
9.8 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 odoo import exceptions
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from odoo.tests import tagged, users
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from odoo.addons.sales_team.tests.common import SalesTeamCommon, TestSalesCommon, TestSalesMC
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class TestDefaultTeam(TestSalesCommon):
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"""Tests to check if correct default team is found."""
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@classmethod
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def setUpClass(cls):
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"""Set up data for default team tests."""
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super(TestDefaultTeam, cls).setUpClass()
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cls.env['ir.config_parameter'].set_param('sales_team.membership_multi', True)
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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---C2Team1---LowSequ---Team3
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# admin------------------M-------------- --------- ---------
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# user_sales_manager-----R-------------- --------- ---------R
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# user_sales_leads-------M-------------- ---------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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# LowSequence---------0--------False
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# C2Team1-------------1--------C2
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# Team3---------------3--------Main
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# sales_team_1--------5--------False
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# data----------------9999-----??
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cls.company_2 = cls.env['res.company'].create({
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'name': 'New Test Company',
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'email': 'company.2@test.example.com',
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'country_id': cls.env.ref('base.fr').id,
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})
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cls.team_c2 = cls.env['crm.team'].create({
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'name': 'C2 Team1',
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'sequence': 1,
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'company_id': cls.company_2.id,
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'user_id': False,
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})
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cls.team_sequence = cls.env['crm.team'].create({
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'company_id': False,
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'name': 'Team LowSequence',
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'member_ids': [(4, cls.user_sales_leads.id)],
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'sequence': 0,
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'user_id': False,
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})
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cls.team_responsible = cls.env['crm.team'].create({
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'company_id': cls.company_main.id,
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'name': 'Team 3',
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'user_id': cls.user_sales_manager.id,
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'sequence': 3,
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})
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def test_default_team_fallback(self):
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""" Test fallbacks when computing default team without any memberships:
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domain, order """
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self.sales_team_1.member_ids = [(5,)]
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self.team_sequence.member_ids = [(5,)]
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(self.sales_team_1 + self.team_sequence).flush_model()
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self.assertFalse(self.env['crm.team.member'].search([('user_id', '=', self.user_sales_leads.id)]))
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# default is better sequence matching company criterion
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_sequence)
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# next one is team_responsible with sequence = 3 (team_c2 is in another company)
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self.team_sequence.active = False
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_responsible)
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self.user_sales_leads.write({
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'company_ids': [(4, self.company_2.id)],
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'company_id': self.company_2.id,
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})
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# multi company: switch company
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self.user_sales_leads.write({
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'company_id': self.company_2.id,
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'company_ids': [(4, self.company_2.id)],
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})
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_c2)
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def test_default_team_member(self):
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""" Test default team choice based on sequence, when having several
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possible choices due to membership """
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_sequence)
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self.team_sequence.member_ids = [(5,)]
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self.team_sequence.flush_model()
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.sales_team_1)
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# responsible with lower sequence better than member with higher sequence
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self.team_responsible.user_id = self.user_sales_leads.id
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_responsible)
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# in case of same sequence: take latest team
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self.team_responsible.sequence = self.sales_team_1.sequence
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_responsible)
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def test_default_team_wcontext(self):
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""" Test default team choice when having a value in context """
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_sequence)
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team = self.env['crm.team'].with_context(
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default_team_id=self.sales_team_1.id
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)._get_default_team_id()
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self.assertEqual(
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team, self.sales_team_1,
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'SalesTeam: default takes over ordering when member / responsible'
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)
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# remove all memberships
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self.sales_team_1.member_ids = [(5,)]
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self.team_sequence.member_ids = [(5,)]
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(self.sales_team_1 + self.team_sequence).flush_model()
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self.assertFalse(self.env['crm.team.member'].search([('user_id', '=', self.user_sales_leads.id)]))
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with self.with_user('user_sales_leads'):
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team = self.env['crm.team']._get_default_team_id()
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self.assertEqual(team, self.team_sequence)
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team = self.env['crm.team'].with_context(
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default_team_id=self.sales_team_1.id
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)._get_default_team_id()
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self.assertEqual(
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team, self.sales_team_1,
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'SalesTeam: default taken into account when no member / responsible'
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)
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class TestMultiCompany(TestSalesMC):
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"""Tests to check multi company management with sales team and their
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members. """
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@users('user_sales_manager')
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def test_team_members(self):
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""" Test update of team users involving company check """
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team_c2 = self.env['crm.team'].browse(self.team_c2.id)
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team_c2.write({'name': 'Manager Update'})
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self.assertEqual(team_c2.member_ids, self.env['res.users'])
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# can add someone from same company
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self.env.user.write({'company_id': self.company_2.id})
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team_c2.write({'member_ids': [(4, self.env.user.id)]})
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self.assertEqual(team_c2.member_ids, self.env.user)
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# cannot add someone from another company
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with self.assertRaises(exceptions.UserError):
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team_c2.write({'member_ids': [(4, self.user_sales_salesman.id)]})
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# reset members, change company
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team_c2.write({'member_ids': [(5, 0)], 'company_id': self.company_main.id})
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self.assertEqual(team_c2.member_ids, self.env['res.users'])
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team_c2.write({'member_ids': [(4, self.user_sales_salesman.id)]})
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self.assertEqual(team_c2.member_ids, self.user_sales_salesman)
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# cannot change company as it breaks memberships mc check
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with self.assertRaises(exceptions.UserError):
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team_c2.write({'company_id': self.company_2.id})
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@users('user_sales_manager')
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def test_team_memberships(self):
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""" Test update of team member involving company check """
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team_c2 = self.env['crm.team'].browse(self.team_c2.id)
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team_c2.write({'name': 'Manager Update'})
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self.assertEqual(team_c2.member_ids, self.env['res.users'])
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# can add someone from same company
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self.env.user.write({'company_id': self.company_2.id})
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team_c2.write({'crm_team_member_ids': [(0, 0, {'user_id': self.env.user.id})]})
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self.assertEqual(team_c2.member_ids, self.env.user)
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# cannot add someone from another company
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with self.assertRaises(exceptions.UserError):
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team_c2.write({'crm_team_member_ids': [(0, 0, {'user_id': self.user_sales_salesman.id})]})
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# reset members, change company
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team_c2.write({'member_ids': [(5, 0)], 'company_id': self.company_main.id})
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self.assertEqual(team_c2.member_ids, self.env['res.users'])
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team_c2.write({'crm_team_member_ids': [(0, 0, {'user_id': self.user_sales_salesman.id})]})
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self.assertEqual(team_c2.member_ids, self.user_sales_salesman)
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# cannot change company as it breaks memberships mc check
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with self.assertRaises(exceptions.UserError):
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team_c2.write({'company_id': self.company_2.id})
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@tagged('post_install', '-at_install')
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class TestAccessRights(SalesTeamCommon):
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@users('salesmanager')
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def test_access_sales_manager(self):
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""" Test sales manager's access rights """
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# Manager can create a Sales Team
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india_channel = self.env['crm.team'].with_context(tracking_disable=True).create({
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'name': 'India',
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})
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self.assertIn(
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india_channel.id, self.env['crm.team'].search([]).ids,
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'Sales manager should be able to create a Sales Team')
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# Manager can edit a Sales Team
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india_channel.write({'name': 'new_india'})
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self.assertEqual(
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india_channel.name, 'new_india',
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'Sales manager should be able to edit a Sales Team')
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# Manager can delete a Sales Team
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india_channel.unlink()
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self.assertNotIn(
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india_channel.id, self.env['crm.team'].search([]).ids,
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'Sales manager should be able to delete a Sales Team')
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