[MIG] crm : convert yml tests into testcase python
Convert from yml file into python test cases. Tests are group according to the scope (crm.lead operation, messaging, business, ...)
This commit is contained in:
Jérome Maes
@@ -79,18 +79,6 @@ Dashboard for CRM will include:
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'data/crm_activity_demo.xml',
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'data/base_action_rule_demo.xml',
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],
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'test': [
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'test/crm_access_group_users.yml',
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'test/crm_lead_message.yml',
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'test/lead2opportunity2win.yml',
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'test/lead2opportunity_assign_salesmen.yml',
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'test/crm_lead_merge.yml',
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'test/crm_lead_cancel.yml',
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'test/crm_lead_onchange.yml',
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'test/crm_lead_copy.yml',
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'test/crm_lead_unlink.yml',
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'test/crm_lead_find_stage.yml',
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],
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'css': ['static/src/css/crm.css'],
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'installable': True,
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'application': True,
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@@ -1,29 +0,0 @@
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-
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Create a user as 'Crm Salesmanager'
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-
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!record {model: res.users, id: crm_res_users_salesmanager, view: False}:
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company_id: base.main_company
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name: Crm Sales manager
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login: csm
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email: crmmanager@yourcompany.com
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-
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I added groups for Crm Salesmanager.
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-
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!record {model: res.users, id: crm_res_users_salesmanager}:
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groups_id:
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- sales_team.group_sale_manager
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-
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Create a user as 'Crm Salesman'
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-
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!record {model: res.users, id: crm_res_users_salesman, view: False}:
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company_id: base.main_company
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name: Crm Salesman
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login: csu
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email: crmuser@yourcompany.com
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-
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I added groups for Crm Salesman.
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-
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!record {model: res.users, id: crm_res_users_salesman}:
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groups_id:
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- sales_team.group_sale_salesman_all_leads
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- base.group_partner_manager
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@@ -1,14 +0,0 @@
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-
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I set a new sale team giving access rights of salesman.
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-
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!context
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uid: 'crm_res_users_salesmanager'
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-
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!python {model: crm.lead}: |
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team_id = self.pool.get('crm.team').create(cr, uid, {'name': "Phone Marketing"})
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self.write(cr, uid, [ref("crm_case_1")], {'team_id': team_id})
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-
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Salesman check unqualified lead .
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-
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!assert {model: crm.lead, id: crm.crm_case_1, string: Lead is in new stage}:
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- stage_id.sequence == 1
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@@ -1,5 +0,0 @@
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-
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I make duplicate the Lead.
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-
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!python {model: crm.lead}: |
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self.copy(cr, uid, ref("crm_case_4"))
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@@ -1,33 +0,0 @@
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-
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I create a new lead.
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-
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!record {model: crm.lead, id: test_crm_lead_new}:
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type: 'lead'
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name: 'Test lead new'
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partner_id: base.res_partner_1
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description: This is the description of the test new lead.
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team_id: sales_team.team_sales_department
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-
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I change type from lead to opportunity.
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-
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid ,[ref("test_crm_lead_new")], ref("base.res_partner_2"))
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-
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I check default stage of opportunity.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('test_crm_lead_new'))
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assert lead.stage_id.sequence <= 1, "Default stage of lead is incorrect!"
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-
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Now I change the stage of opportunity to won.
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-
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!python {model: crm.lead}: |
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self.action_set_won(cr, uid, [ref("test_crm_lead_new")])
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-
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I check statge of opp should won, after change stage.
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-
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('test_crm_lead_new'))
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stage_id = opp.stage_find(opp.team_id.id or False,[('probability','=',100.0)])
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assert stage_id == opp.stage_id.id, "Stage of opportunity is incorrect!"
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@@ -1,128 +0,0 @@
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-
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During a mixed merge (involving leads and opps), data should be handled a certain way following their type (m2o, m2m, text, ...) Start by creating two leads and an opp and giving the rights of Sales manager.
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-
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!context
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uid: 'crm_res_users_salesmanager'
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-
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!record {model: crm.lead, id: test_crm_opp_1}:
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type: 'opportunity'
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name: 'Test opportunity 1'
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partner_id: base.res_partner_3
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stage_id: stage_lead1
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description: This is the description of the test opp 1.
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-
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!record {model: crm.lead, id: test_crm_lead_first}:
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type: 'lead'
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name: 'Test lead first'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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description: This is the description of the test lead first.
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-
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!record {model: crm.lead, id: test_crm_lead_second}:
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type: 'lead'
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name: 'Test lead second'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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description: This is the description of the test lead second.
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-
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!python {model: crm.lead}: |
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lead_ids = [ref('test_crm_opp_1'), ref('test_crm_lead_first'), ref('test_crm_lead_second')]
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context.update({'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': lead_ids[0]})
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-
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I create a merge wizard and merge the leads and opp together in the first item of the list.
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-
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!record {model: crm.merge.opportunity, id: merge_opp_wizard_01}:
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-
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!python {model: crm.merge.opportunity}: |
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self.action_merge(cr, uid, [ref("merge_opp_wizard_01")], context=context)
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-
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I check for the resulting merged opp (based on name and partner).
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-
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!python {model: crm.lead}: |
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merge_id = self.search(cr, uid, [('name', '=', 'Test opportunity 1'), ('partner_id','=', ref("base.res_partner_3"))])
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assert merge_id, 'Fail to create merge opportunity wizard'
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merge_result = self.browse(cr, uid, merge_id)[0]
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assert merge_result.description == 'This is the description of the test opp 1.\n\nThis is the description of the test lead first.\n\nThis is the description of the test lead second.', 'Description mismatch: when merging leads/opps with different text values, these values should get concatenated and separated with line returns'
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assert merge_result.type == 'opportunity', 'Type mismatch: when at least one opp in involved in the merge, the result should be a new opp (instead of %s)' % merge_result.type
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-
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The other (tailing) leads/opps shouldn't exist anymore.
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-
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!python {model: crm.lead}: |
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tailing_lead = self.search(cr, uid, [('id', '=', ref('test_crm_lead_first'))])
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assert not tailing_lead, 'This tailing lead (id %s) should not exist anymore' % ref('test_crm_lead_second')
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tailing_opp = self.search(cr, uid, [('id', '=', ref('test_crm_lead_second'))])
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assert not tailing_opp, 'This tailing opp (id %s) should not exist anymore' % ref('test_crm_opp_01')
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-
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I want to test leads merge. Start by creating two leads (with the same partner).
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-
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!record {model: crm.lead, id: test_crm_lead_03}:
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type: 'lead'
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name: 'Test lead 3'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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-
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!record {model: crm.lead, id: test_crm_lead_04}:
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type: 'lead'
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name: 'Test lead 4'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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-
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!python {model: crm.lead}: |
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lead_ids = [ref('test_crm_lead_03'), ref('test_crm_lead_04')]
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context.update({'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': lead_ids[0]})
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-
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I create a merge wizard and merge the leads together.
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-
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!record {model: crm.merge.opportunity, id: merge_opp_wizard_02}:
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-
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!python {model: crm.merge.opportunity}: |
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self.action_merge(cr, uid, [ref("merge_opp_wizard_02")], context=context)
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-
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I check for the resulting merged lead (based on name and partner).
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-
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!python {model: crm.lead}: |
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merge_id = self.search(cr, uid, [('name', '=', 'Test lead 3'), ('partner_id','=', ref("base.res_partner_1"))])
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assert merge_id, 'Fail to create merge opportunity wizard'
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merge_result = self.browse(cr, uid, merge_id)[0]
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assert merge_result.partner_id.id == ref("base.res_partner_1"), 'Partner mismatch'
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assert merge_result.type == 'lead', 'Type mismatch: when leads get merged together, the result should be a new lead (instead of %s)' % merge_result.type
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tailing_lead = self.search(cr, uid, [('id', '=', ref('test_crm_lead_04'))])
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assert not tailing_lead, 'This tailing lead (id %s) should not exist anymore' % ref('test_crm_lead_04')
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-
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I want to test opps merge. Start by creating two opportunities (with the same partner).
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-
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!record {model: crm.lead, id: test_crm_opp_02}:
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type: 'opportunity'
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name: 'Test opportunity 2'
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partner_id: base.res_partner_3
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stage_id: stage_lead1
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-
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!record {model: crm.lead, id: test_crm_opp_03}:
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type: 'opportunity'
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name: 'Test opportunity 3'
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partner_id: base.res_partner_3
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stage_id: stage_lead1
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-
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!python {model: crm.lead}: |
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opp_ids = [ref('test_crm_opp_02'), ref('test_crm_opp_03')]
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context.update({'active_model': 'crm.lead', 'active_ids': opp_ids, 'active_id': opp_ids[0]})
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-
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I create a merge wizard and merge the opps together.
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-
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!record {model: crm.merge.opportunity, id: merge_opp_wizard_03}:
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-
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!python {model: crm.merge.opportunity}: |
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self.action_merge(cr, uid, [ref("merge_opp_wizard_03")], context=context)
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-
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I check for the resulting merged opp (based on name and partner).
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-
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!python {model: crm.lead}: |
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merge_id = self.search(cr, uid, [('name', '=', 'Test opportunity 2'), ('partner_id','=', ref("base.res_partner_3"))])
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assert merge_id, 'Fail to create merge opportunity wizard'
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merge_result = self.browse(cr, uid, merge_id)[0]
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assert merge_result.partner_id.id == ref("base.res_partner_3"), 'Partner mismatch'
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assert merge_result.type == 'opportunity', 'Type mismatch: when opps get merged together, the result should be a new opp (instead of %s)' % merge_result.type
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tailing_opp = self.search(cr, uid, [('id', '=', ref('test_crm_opp_03'))])
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assert not tailing_opp, 'This tailing opp (id %s) should not exist anymore' % ref('test_crm_opp_03')
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@@ -1,40 +0,0 @@
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-
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Give the access rights of Salesman to communicate with customer.
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-
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!context
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uid: 'crm_res_users_salesman'
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-
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Customer interested in our product, so he sends request by email to get more details.
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-
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Mail script will fetch his request from mail server. Then I process that mail after read EML file.
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-
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!python {model: mail.thread}: |
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request_file = open(openerp.modules.module.get_module_resource('crm','test', 'customer_request.eml'),'rb')
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request_message = request_file.read()
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self.message_process(cr, uid, 'crm.lead', request_message)
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-
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After getting the mail, I check details of new lead of that customer.
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-
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!python {model: crm.lead}: |
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lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
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assert lead_ids and len(lead_ids), "Lead is not created after getting request"
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lead = self.browse(cr, uid, lead_ids[0], context=context)
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assert not lead.partner_id, "Customer should be a new one"
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assert lead.name == "Fournir votre devis avec le meilleur prix.", "Subject does not match"
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-
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I reply his request with welcome message. TODO revert mail.mail to mail.compose.message (conversion to customer should be automatic).
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-
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!python {model: mail.mail}: |
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lead_ids = self.pool.get('crm.lead').search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
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context.update({'active_model': 'crm.lead','active_id': lead_ids[0]})
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id = self.create(cr, uid, {'body': "Merci de votre intérêt pour notre produit, nous vous contacterons bientôt. Bien à vous", 'email_from': 'sales@mycompany.com'}, context=context)
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try:
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self.send_mail(cr, uid, [id], context=context)
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except:
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pass
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-
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Now, I convert him into customer and put him into regular customer list.
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-
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!python {model: crm.lead}: |
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lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
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self.handle_partner_assignation(cr, uid, lead_ids, context=context)
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@@ -1,19 +0,0 @@
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-
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Sales manager create a lead record to call a partner onchange, stage onchange and mailing opt-in onchange method.
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-
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!context
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uid: 'crm_res_users_salesmanager'
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-
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!record {model: crm.lead, id: crm_case_25}:
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name: 'Need more info about your pc2'
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partner_id: base.res_partner_2
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type: opportunity
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stage_id: crm.stage_lead1
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-
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Sales manager create a lead record to call a mailing opt-out onchange method.
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-
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!record {model: crm.lead, id: crm_case_18}:
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name: 'Need 20 Days of Consultancy'
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type: opportunity
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stage_id: crm.stage_lead1
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opt_out: True
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@@ -1,8 +0,0 @@
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-
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Only Sales manager Unlink the Lead so test with Manager's access rights'.
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-
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!context
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uid: 'crm_res_users_salesmanager'
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-
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!python {model: crm.lead}: |
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self.unlink(cr, uid, [ref("crm_case_4")])
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@@ -1,88 +0,0 @@
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-
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Giving access rights of salesman to convert the lead into opportunity.
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-
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!context
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uid: 'crm_res_users_salesman'
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-
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In order to test the conversion of a lead into a opportunity,
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-
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I set lead to open stage.
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-
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!python {model: crm.lead}: |
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self.write(cr, uid, [ref("crm_case_3")],{'stage_id':ref("stage_lead1")})
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-
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I check if the lead stage is "Open".
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-
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!assert {model: crm.lead, id: crm.crm_case_3, string: Lead stage is Open}:
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- stage_id.sequence == 1
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-
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I convert lead into opportunity for exiting customer.
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-
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid ,[ref("crm_case_3")], ref("base.res_partner_2"))
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-
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I check details of converted opportunity.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_3'))
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assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
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assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
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-
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Now I schedule meeting with customer.
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-
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!python {model: crm.lead}: |
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self.action_schedule_meeting(cr, uid, [ref('crm_case_3')])
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-
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After communicated with customer, I put some notes with contract details.
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-
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!python {model: crm.lead}: |
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self.message_post(cr, uid, [ref('crm_case_3')], subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
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-
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I convert mass lead into opportunity customer.
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-
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!python {model: crm.lead2opportunity.partner.mass}: |
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context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")})
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id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'team_id': ref('sales_team.team_sales_department')}, context=context)
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self.mass_convert(cr, uid, [id], context=context)
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-
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Now I check first lead converted on opportunity.
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-
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('crm_case_13'))
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assert opp.name == "Plan to buy 60 keyboards and mouses", "Opportunity name not correct"
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assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
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expected_partner = "Will McEncroe"
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assert opp.partner_id.name == expected_partner, 'Partner mismatch! %s vs %s' % (opp.partner_id.name, expected_partner)
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assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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-
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Then check for second lead converted on opportunity.
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-
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('crm_case_2'))
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assert opp.name == "Interest in Your New Software", "Opportunity name not correct"
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assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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-
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I loose the second opportunity
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-
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!python {model: crm.lead}: |
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self.case_mark_lost(cr, uid, [ref("crm_case_2")])
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-
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I check details of the opportunity after the loose
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_2'))
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assert lead.probability == 0.0, "Revenue probability should be 0.0!"
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-
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I confirm review needs meeting.
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-
|
||||
!python {model: calendar.event}: |
|
||||
context.update({'active_model': 'calendar.event'})
|
||||
self.write(cr, uid, [ref('calendar.calendar_event_4')], {'state': 'open'})
|
||||
-
|
||||
I invite a user for meeting.
|
||||
-
|
||||
!python {model: calendar.attendee}: |
|
||||
meeting_id = self.create(cr, uid, {'partner_id': ref('base.partner_root'), 'email': 'user@meeting.com' })
|
||||
self.do_accept(cr, uid, [meeting_id])
|
||||
@@ -1,77 +0,0 @@
|
||||
-
|
||||
During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method. Start by creating 4 salesmen (A to D) and 6 leads (1 to 6).
|
||||
-
|
||||
!record {model: res.users, id: test_res_user_01}:
|
||||
name: 'Test user A'
|
||||
login: 'tua@example.com'
|
||||
-
|
||||
!record {model: res.users, id: test_res_user_02}:
|
||||
name: 'Test user B'
|
||||
login: 'tub@example.com'
|
||||
-
|
||||
!record {model: res.users, id: test_res_user_03}:
|
||||
name: 'Test user C'
|
||||
login: 'tuc@example.com'
|
||||
-
|
||||
!record {model: res.users, id: test_res_user_04}:
|
||||
name: 'Test user D'
|
||||
login: 'tud@example.com'
|
||||
-
|
||||
Salesman also creates lead so giving access rights of salesman.
|
||||
-
|
||||
!context
|
||||
uid: 'crm_res_users_salesman'
|
||||
-
|
||||
!record {model: crm.lead, id: test_crm_lead_01}:
|
||||
type: 'lead'
|
||||
name: 'Test lead 1'
|
||||
email_from: 'Raoul Grosbedon <raoul@grosbedon.fr>'
|
||||
stage_id: stage_lead1
|
||||
-
|
||||
!record {model: crm.lead, id: test_crm_lead_02}:
|
||||
type: 'lead'
|
||||
name: 'Test lead 2'
|
||||
email_from: 'Raoul Grosbedon <raoul@grosbedon.fr>'
|
||||
stage_id: stage_lead1
|
||||
-
|
||||
!record {model: crm.lead, id: test_crm_lead_03}:
|
||||
type: 'lead'
|
||||
name: 'Test lead 3'
|
||||
email_from: 'Raoul Grosbedon <raoul@grosbedon.fr>'
|
||||
stage_id: stage_lead1
|
||||
-
|
||||
!record {model: crm.lead, id: test_crm_lead_04}:
|
||||
type: 'lead'
|
||||
name: 'Test lead 4'
|
||||
contact_name: 'Fabrice Lepoilu'
|
||||
stage_id: stage_lead1
|
||||
-
|
||||
!record {model: crm.lead, id: test_crm_lead_05}:
|
||||
type: 'lead'
|
||||
name: 'Test lead 5'
|
||||
contact_name: 'Fabrice Lepoilu'
|
||||
stage_id: stage_lead1
|
||||
-
|
||||
!record {model: crm.lead, id: test_crm_lead_06}:
|
||||
type: 'lead'
|
||||
name: 'Test lead 6'
|
||||
partner_name: 'Agrolait SuperSeed SA'
|
||||
stage_id: stage_lead1
|
||||
-
|
||||
Salesman create a mass convert wizard and convert all the leads.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner.mass}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref("test_crm_lead_01"), ref("test_crm_lead_02"), ref("test_crm_lead_03"), ref("test_crm_lead_04"), ref("test_crm_lead_05"), ref("test_crm_lead_06")], 'active_id': ref("test_crm_lead_01")})
|
||||
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'team_id': ref('sales_team.team_sales_department'), 'deduplicate': False, 'force_assignation': True}, context=context)
|
||||
self.mass_convert(cr, uid, [id], context=context)
|
||||
-
|
||||
The leads should now be opps with a salesman and a salesteam. Also, salesmen should have been assigned following a round-robin method.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opps = self.browse(cr, uid, [ref("test_crm_lead_01"), ref("test_crm_lead_02"), ref("test_crm_lead_03"), ref("test_crm_lead_04"), ref("test_crm_lead_05"), ref("test_crm_lead_06")], context)
|
||||
salesmen_ids = [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')]
|
||||
i = 0
|
||||
for opp in opps:
|
||||
assert opp.type == 'opportunity', 'Type mismatch: this should be an opp, not a lead'
|
||||
assert opp.user_id.id == salesmen_ids[i], 'Salesman mismatch: expected salesman %r, got %r' % (salesmen_ids[i], opp.user_id.id)
|
||||
i = i+1 if (i < len(salesmen_ids) - 1) else 0
|
||||
@@ -1,3 +1,5 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
import test_crm_lead
|
||||
import test_new_lead_notification
|
||||
import test_lead2opportunity
|
||||
|
||||
@@ -1,7 +1,8 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||
|
||||
from openerp.addons.mail.tests.common import TestMail
|
||||
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.addons.mail.tests.common import TestMail
|
||||
|
||||
class TestCrm(TestMail):
|
||||
|
||||
@@ -19,9 +20,34 @@ class TestCrm(TestMail):
|
||||
'login': 'riton',
|
||||
'alias_name': 'riton',
|
||||
'email': 'riton.salesman_all@example.com',
|
||||
'groups_id': [(6, 0, [user_group_employee.id, user_group_salesman_all.id])]})
|
||||
'groups_id': [(6, 0, [user_group_employee.id, user_group_salesman_all.id])]
|
||||
})
|
||||
|
||||
cls.sales_team_1 = cls.env['crm.team'].create({
|
||||
'name': 'Test Sales Team',
|
||||
'alias_name': 'test_sales_team',
|
||||
})
|
||||
|
||||
|
||||
class TestCrmCases(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super(TestCrmCases, self).setUp()
|
||||
|
||||
# Create a user as 'Crm Salesmanager' and added the `sales manager` group
|
||||
self.crm_salemanager = self.env['res.users'].create({
|
||||
'company_id': self.env.ref("base.main_company").id,
|
||||
'name': "Crm Sales manager",
|
||||
'login': "csm",
|
||||
'email': "crmmanager@yourcompany.com",
|
||||
'groups_id': [(6, 0, [self.ref('sales_team.group_sale_manager')])]
|
||||
})
|
||||
|
||||
# Create a user as 'Crm Salesman' and added few groups
|
||||
self.crm_salesman = self.env['res.users'].create({
|
||||
'company_id': self.env.ref("base.main_company").id,
|
||||
'name': "Crm Salesman",
|
||||
'login': "csu",
|
||||
'email': "crmuser@yourcompany.com",
|
||||
'groups_id': [(6, 0, [self.env.ref('sales_team.group_sale_salesman_all_leads').id, self.env.ref('base.group_partner_manager').id])]
|
||||
})
|
||||
|
||||
@@ -0,0 +1,180 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||
|
||||
from .common import TestCrmCases
|
||||
from odoo.modules.module import get_module_resource
|
||||
|
||||
|
||||
class TestCRMLead(TestCrmCases):
|
||||
|
||||
def test_crm_lead_cancel(self):
|
||||
# I set a new sale team giving access rights of salesman.
|
||||
team = self.env['crm.team'].sudo(self.crm_salemanager.id).create({'name': "Phone Marketing"})
|
||||
lead = self.env.ref('crm.crm_case_1')
|
||||
lead.sudo(self.crm_salemanager.id).write({'team_id': team.id})
|
||||
# Salesmananger check unqualified lead
|
||||
self.assertEqual(lead.stage_id.sequence, 1, 'Lead is in new stage')
|
||||
|
||||
def test_crm_lead_copy(self):
|
||||
# I make duplicate the Lead
|
||||
self.env.ref('crm.crm_case_4').copy()
|
||||
|
||||
def test_crm_lead_unlink(self):
|
||||
# Only Sales manager Unlink the Lead so test with Manager's access rights
|
||||
self.env.ref('crm.crm_case_4').sudo(self.crm_salemanager.id).unlink()
|
||||
|
||||
def test_find_stage(self):
|
||||
# I create a new lead
|
||||
lead = self.env['crm.lead'].create({
|
||||
'type': "lead",
|
||||
'name': "Test lead new",
|
||||
'partner_id': self.env.ref("base.res_partner_1").id,
|
||||
'description': "This is the description of the test new lead.",
|
||||
'team_id': self.env.ref("sales_team.team_sales_department").id
|
||||
})
|
||||
# I change type from lead to opportunity
|
||||
lead.convert_opportunity(self.env.ref("base.res_partner_2").id)
|
||||
# I check default stage of opportunity
|
||||
self.assertLessEqual(lead.stage_id.sequence, 1, "Default stage of lead is incorrect!")
|
||||
|
||||
# Now I change the stage of opportunity to won.
|
||||
lead.action_set_won()
|
||||
# I check stage of opp should won, after change stage.
|
||||
stage_id = lead._stage_find(domain=[('probability', '=', 100.0)])
|
||||
self.assertEqual(stage_id, lead.stage_id, "Stage of opportunity is incorrect!")
|
||||
|
||||
def test_crm_lead_message(self):
|
||||
# Give the access rights of Salesman to communicate with customer
|
||||
# Customer interested in our product, so he sends request by email to get more details.
|
||||
# Mail script will fetch his request from mail server. Then I process that mail after read EML file.
|
||||
request_file = open(get_module_resource('crm', 'tests', 'customer_request.eml'), 'rb')
|
||||
request_message = request_file.read()
|
||||
self.env['mail.thread'].sudo(self.crm_salesman).message_process('crm.lead', request_message)
|
||||
|
||||
# After getting the mail, I check details of new lead of that customer
|
||||
lead = self.env['crm.lead'].sudo(self.crm_salesman).search([('email_from', '=', 'Mr. John Right <info@customer.com>')], limit=1)
|
||||
self.assertTrue(lead.ids, 'Fail to create merge opportunity wizard')
|
||||
self.assertFalse(lead.partner_id, 'Customer should be a new one')
|
||||
self.assertEqual(lead.name, 'Fournir votre devis avec le meilleur prix.', 'Subject does not match')
|
||||
|
||||
# I reply his request with welcome message.
|
||||
# TODO revert mail.mail to mail.compose.message (conversion to customer should be automatic).
|
||||
lead = self.env['crm.lead'].search([('email_from', '=', 'Mr. John Right <info@customer.com>')], limit=1)
|
||||
mail = self.env['mail.compose.message'].with_context(active_model='crm.lead', active_id=lead.id).create({
|
||||
'body': "Merci de votre intérêt pour notre produit, nous vous contacterons bientôt. Bien à vous",
|
||||
'email_from': 'sales@mycompany.com'
|
||||
})
|
||||
try:
|
||||
mail.send_mail()
|
||||
except:
|
||||
pass
|
||||
|
||||
# Now, I convert him into customer and put him into regular customer list
|
||||
lead = self.env['crm.lead'].search([('email_from', '=', 'Mr. John Right <info@customer.com>')], limit=1)
|
||||
lead.handle_partner_assignation()
|
||||
|
||||
def test_crm_lead_merge(self):
|
||||
# During a mixed merge (involving leads and opps), data should be handled a certain way following their type (m2o, m2m, text, ...) Start by creating two leads and an opp and giving the rights of Sales manager.
|
||||
default_stage_id = self.ref("crm.stage_lead1")
|
||||
LeadSalesmanager = self.env['crm.lead'].sudo(self.crm_salemanager.id)
|
||||
|
||||
# TEST CASE 1
|
||||
test_crm_opp_01 = LeadSalesmanager.create({
|
||||
'type': 'opportunity',
|
||||
'name': 'Test opportunity 1',
|
||||
'partner_id': self.env.ref("base.res_partner_3").id,
|
||||
'stage_id': default_stage_id,
|
||||
'description': 'This is the description of the test opp 1.'
|
||||
})
|
||||
|
||||
test_crm_lead_01 = LeadSalesmanager.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead first',
|
||||
'partner_id': self.env.ref("base.res_partner_1").id,
|
||||
'stage_id': default_stage_id,
|
||||
'description': 'This is the description of the test lead first.'
|
||||
})
|
||||
|
||||
test_crm_lead_02 = LeadSalesmanager.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead second',
|
||||
'partner_id': self.env.ref("base.res_partner_1").id,
|
||||
'stage_id': default_stage_id,
|
||||
'description': 'This is the description of the test lead second.'
|
||||
})
|
||||
|
||||
lead_ids = [test_crm_opp_01.id, test_crm_lead_01.id, test_crm_lead_02.id]
|
||||
additionnal_context = {'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': lead_ids[0]}
|
||||
|
||||
# I create a merge wizard and merge the leads and opp together in the first item of the list.
|
||||
merge_opp_wizard_01 = self.env['crm.merge.opportunity'].sudo(self.crm_salemanager.id).with_context(**additionnal_context).create({})
|
||||
merge_opp_wizard_01.action_merge()
|
||||
|
||||
# I check for the resulting merged opp (based on name and partner)
|
||||
merged_lead = self.env['crm.lead'].search([('name', '=', 'Test opportunity 1'), ('partner_id', '=', self.env.ref("base.res_partner_3").id)], limit=1)
|
||||
self.assertTrue(merged_lead, 'Fail to create merge opportunity wizard')
|
||||
self.assertEqual(merged_lead.description, 'This is the description of the test opp 1.\n\nThis is the description of the test lead first.\n\nThis is the description of the test lead second.', 'Description mismatch: when merging leads/opps with different text values, these values should get concatenated and separated with line returns')
|
||||
self.assertEqual(merged_lead.type, 'opportunity', 'Type mismatch: when at least one opp in involved in the merge, the result should be a new opp (instead of %s)' % merged_lead.type)
|
||||
|
||||
# The other (tailing) leads/opps shouldn't exist anymore
|
||||
self.assertFalse(test_crm_lead_01.exists(), 'This tailing lead (id %s) should not exist anymore' % test_crm_lead_02.id)
|
||||
self.assertFalse(test_crm_lead_02.exists(), 'This tailing opp (id %s) should not exist anymore' % test_crm_opp_01.id)
|
||||
|
||||
# TEST CASE 2
|
||||
# I want to test leads merge. Start by creating two leads (with the same partner)
|
||||
test_crm_lead_03 = LeadSalesmanager.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 3',
|
||||
'partner_id': self.env.ref("base.res_partner_1").id,
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
|
||||
test_crm_lead_04 = LeadSalesmanager.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 4',
|
||||
'partner_id': self.env.ref("base.res_partner_1").id,
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
|
||||
lead_ids = [test_crm_lead_03.id, test_crm_lead_04.id]
|
||||
additionnal_context = {'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': lead_ids[0]}
|
||||
|
||||
# I create a merge wizard and merge the leads together.
|
||||
merge_opp_wizard_02 = self.env['crm.merge.opportunity'].sudo(self.crm_salemanager.id).with_context(**additionnal_context).create({})
|
||||
merge_opp_wizard_02.action_merge()
|
||||
|
||||
# I check for the resulting merged lead (based on name and partner)
|
||||
merged_lead = self.env['crm.lead'].search([('name', '=', 'Test lead 3'), ('partner_id', '=', self.env.ref("base.res_partner_1").id)], limit=1)
|
||||
self.assertTrue(merged_lead, 'Fail to create merge opportunity wizard')
|
||||
self.assertEqual(merged_lead.partner_id.id, self.env.ref("base.res_partner_1").id, 'Partner mismatch')
|
||||
self.assertEqual(merged_lead.type, 'lead', 'Type mismatch: when leads get merged together, the result should be a new lead (instead of %s)' % merged_lead.type)
|
||||
self.assertFalse(test_crm_lead_04.exists(), 'This tailing lead (id %s) should not exist anymore' % test_crm_lead_04.id)
|
||||
|
||||
# TEST CASE 3
|
||||
# I want to test opps merge. Start by creating two opportunities (with the same partner).
|
||||
test_crm_opp_02 = LeadSalesmanager.create({
|
||||
'type': 'opportunity',
|
||||
'name': 'Test opportunity 2',
|
||||
'partner_id': self.env.ref("base.res_partner_3").id,
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
|
||||
test_crm_opp_03 = LeadSalesmanager.create({
|
||||
'type': 'opportunity',
|
||||
'name': 'Test opportunity 3',
|
||||
'partner_id': self.env.ref("base.res_partner_3").id,
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
|
||||
opportunity_ids = [test_crm_opp_02.id, test_crm_opp_03.id]
|
||||
additionnal_context = {'active_model': 'crm.lead', 'active_ids': opportunity_ids, 'active_id': opportunity_ids[0]}
|
||||
|
||||
# I create a merge wizard and merge the opps together.
|
||||
merge_opp_wizard_03 = self.env['crm.merge.opportunity'].sudo(self.crm_salemanager.id).with_context(**additionnal_context).create({})
|
||||
merge_opp_wizard_03.action_merge()
|
||||
|
||||
merged_opportunity = self.env['crm.lead'].search([('name', '=', 'Test opportunity 2'), ('partner_id', '=', self.env.ref("base.res_partner_3").id)], limit=1)
|
||||
self.assertTrue(merged_opportunity, 'Fail to create merge opportunity wizard')
|
||||
self.assertEqual(merged_opportunity.partner_id.id, self.env.ref("base.res_partner_3").id, 'Partner mismatch')
|
||||
self.assertEqual(merged_opportunity.type, 'opportunity', 'Type mismatch: when opps get merged together, the result should be a new opp (instead of %s)' % merged_opportunity.type)
|
||||
self.assertFalse(test_crm_opp_03.exists(), 'This tailing opp (id %s) should not exist anymore' % test_crm_opp_03.id)
|
||||
@@ -0,0 +1,156 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
from .common import TestCrmCases
|
||||
|
||||
|
||||
class TestLead2opportunity2win(TestCrmCases):
|
||||
|
||||
def test_lead2opportunity2win(self):
|
||||
""" Tests for Test Lead 2 opportunity 2 win """
|
||||
CrmLead2OpportunityPartnerMass = self.env['crm.lead2opportunity.partner.mass']
|
||||
CalendarAttendee = self.env['calendar.attendee']
|
||||
default_stage_id = self.ref("crm.stage_lead1")
|
||||
|
||||
crm_case_2 = self.env.ref('crm.crm_case_2')
|
||||
crm_case_3 = self.env.ref('crm.crm_case_3')
|
||||
crm_case_13 = self.env.ref('crm.crm_case_13')
|
||||
|
||||
# In order to test the conversion of a lead into a opportunity,
|
||||
# I set lead to open stage.
|
||||
crm_case_3.write({'stage_id': default_stage_id})
|
||||
|
||||
# I check if the lead stage is "Open".
|
||||
self.assertEqual(crm_case_3.stage_id.sequence, 1, 'Lead stage is Open')
|
||||
|
||||
# Giving access rights of salesman to convert the lead into opportunity.
|
||||
# I convert lead into opportunity for exiting customer.
|
||||
crm_case_3.sudo(self.crm_salemanager.id).convert_opportunity(self.env.ref("base.res_partner_2").id)
|
||||
|
||||
# I check details of converted opportunity.
|
||||
self.assertEqual(crm_case_3.type, 'opportunity', 'Lead is not converted to opportunity!')
|
||||
self.assertEqual(crm_case_3.partner_id.id, self.env.ref("base.res_partner_2").id, 'Partner mismatch!')
|
||||
self.assertEqual(crm_case_3.stage_id.id, default_stage_id, 'Stage of opportunity is incorrect!')
|
||||
|
||||
# Now I schedule meeting with customer.
|
||||
crm_case_3.action_schedule_meeting()
|
||||
|
||||
# After communicated with customer, I put some notes with contract details.
|
||||
crm_case_3.message_post(subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
|
||||
|
||||
# I convert mass lead into opportunity customer.
|
||||
mass = CrmLead2OpportunityPartnerMass.with_context({'active_model': 'crm.lead', 'active_ids': [crm_case_13.id, crm_case_2.id], 'active_id': crm_case_13.id}).create({
|
||||
'user_ids': [(6, 0, self.env.ref('base.user_root').ids)],
|
||||
'team_id': self.env.ref("sales_team.team_sales_department").id
|
||||
})
|
||||
mass.sudo(self.crm_salemanager.id).mass_convert()
|
||||
|
||||
# Now I check first lead converted on opportunity.
|
||||
self.assertEqual(crm_case_13.name, "Plan to buy 60 keyboards and mouses", "Opportunity name not correct")
|
||||
self.assertEqual(crm_case_13.type, 'opportunity', "Lead is not converted to opportunity!")
|
||||
expected_partner = "Will McEncroe"
|
||||
self.assertEqual(crm_case_13.partner_id.name, expected_partner, "Partner mismatch! %s vs %s" % (crm_case_13.partner_id.name, expected_partner))
|
||||
self.assertEqual(crm_case_13.stage_id.id, default_stage_id, "Stage of probability is incorrect!")
|
||||
|
||||
# Then check for second lead converted on opportunity.
|
||||
self.assertEqual(crm_case_2.name, "Interest in Your New Software", "Opportunity name not correct")
|
||||
self.assertEqual(crm_case_2.type, "opportunity", "Lead is not converted to opportunity!")
|
||||
self.assertEqual(crm_case_2.stage_id.id, default_stage_id, "Stage of probability is incorrect!")
|
||||
|
||||
# I loose the second opportunity
|
||||
crm_case_2.case_mark_lost()
|
||||
|
||||
# I check details of the opportunity after the loose
|
||||
self.assertEqual(crm_case_2.probability, 0.0, "Revenue probability should be 0.0!")
|
||||
|
||||
# I confirm review needs meeting.
|
||||
self.env.ref('calendar.calendar_event_4').with_context({'active_model': 'calendar.event'}).write({'state': 'open'})
|
||||
|
||||
# I invite a user for meeting.
|
||||
CalendarAttendee.create({'partner_id': self.ref('base.partner_root'), 'email': 'user@meeting.com'}).do_accept()
|
||||
|
||||
def test_lead2opportunity_assign_salesmen(self):
|
||||
""" Tests for Test Lead2opportunity Assign Salesmen """
|
||||
CrmLead2OpportunityPartnerMass = self.env['crm.lead2opportunity.partner.mass']
|
||||
LeadSaleman = self.env['crm.lead'].sudo(self.crm_salesman.id)
|
||||
default_stage_id = self.ref("crm.stage_lead1")
|
||||
|
||||
# During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method. Start by creating 4 salesmen (A to D) and 6 leads (1 to 6).
|
||||
test_res_user_01 = self.env['res.users'].create({
|
||||
'name': 'Test user A',
|
||||
'login': 'tua@example.com',
|
||||
'new_password': 'tua'
|
||||
})
|
||||
test_res_user_02 = self.env['res.users'].create({
|
||||
'name': 'Test user B',
|
||||
'login': 'tub@example.com',
|
||||
'new_password': 'tub'
|
||||
})
|
||||
test_res_user_03 = self.env['res.users'].create({
|
||||
'name': 'Test user C',
|
||||
'login': 'tuc@example.com',
|
||||
'new_password': 'tuc'
|
||||
})
|
||||
test_res_user_04 = self.env['res.users'].create({
|
||||
'name': 'Test user D',
|
||||
'login': 'tud@example.com',
|
||||
'new_password': 'tud'
|
||||
})
|
||||
|
||||
# Salesman also creates lead so giving access rights of salesman.
|
||||
test_crm_lead_01 = LeadSaleman.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 1',
|
||||
'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
test_crm_lead_02 = LeadSaleman.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 2',
|
||||
'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
test_crm_lead_03 = LeadSaleman.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 3',
|
||||
'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
test_crm_lead_04 = LeadSaleman.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 4',
|
||||
'email_from': 'Fabrice Lepoilu',
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
test_crm_lead_05 = LeadSaleman.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 5',
|
||||
'email_from': 'Fabrice Lepoilu',
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
test_crm_lead_06 = LeadSaleman.create({
|
||||
'type': 'lead',
|
||||
'name': 'Test lead 6',
|
||||
'email_from': 'Agrolait SuperSeed SA',
|
||||
'stage_id': default_stage_id
|
||||
})
|
||||
|
||||
lead_ids = [test_crm_lead_01.id, test_crm_lead_02.id, test_crm_lead_03.id, test_crm_lead_04.id, test_crm_lead_05.id, test_crm_lead_06.id]
|
||||
salesmen_ids = [test_res_user_01.id, test_res_user_02.id, test_res_user_03.id, test_res_user_04.id]
|
||||
|
||||
# Salesman create a mass convert wizard and convert all the leads.
|
||||
additionnal_context = {'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': test_crm_lead_01.id}
|
||||
mass = CrmLead2OpportunityPartnerMass.sudo(self.crm_salesman.id).with_context(**additionnal_context).create({
|
||||
'user_ids': [(6, 0, salesmen_ids)],
|
||||
'team_id': self.env.ref("sales_team.team_sales_department").id,
|
||||
'deduplicate': False,
|
||||
'force_assignation': True
|
||||
})
|
||||
mass.sudo(self.crm_salesman.id).mass_convert()
|
||||
|
||||
# The leads should now be opps with a salesman and a salesteam. Also, salesmen should have been assigned following a round-robin method.
|
||||
opps = self.env['crm.lead'].sudo(self.crm_salesman.id).browse(lead_ids)
|
||||
i = 0
|
||||
for opp in opps:
|
||||
self.assertEqual(opp.type, 'opportunity', 'Type mismatch: this should be an opp, not a lead')
|
||||
self.assertEqual(opp.user_id.id, salesmen_ids[i], 'Salesman mismatch: expected salesman %r, got %r' % (salesmen_ids[i], opp.user_id.id))
|
||||
i = i + 1 if (i < len(salesmen_ids) - 1) else 0
|
||||
@@ -1,4 +1,5 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||
|
||||
from .common import TestCrm
|
||||
|
||||
|
||||
Reference in New Issue
Block a user