# -*- coding: utf-8 -*- # Part of Odoo. See LICENSE file for full copyright and licensing details. from datetime import datetime from dateutil.relativedelta import relativedelta from unittest.mock import patch from odoo import fields from odoo.addons.crm.tests.common import TestLeadConvertCommon from odoo.tests.common import tagged from odoo.tools import mute_logger @tagged('lead_assign') class TestLeadAssignCommon(TestLeadConvertCommon): @classmethod def setUpClass(cls): super(TestLeadAssignCommon, cls).setUpClass() cls._switch_to_multi_membership() cls._switch_to_auto_assign() # don't mess with existing teams, deactivate them to make tests repeatable cls.sales_teams = cls.sales_team_1 + cls.sales_team_convert cls.members = cls.sales_team_1_m1 | cls.sales_team_1_m2 | cls.sales_team_1_m3 | cls.sales_team_convert_m1 | cls.sales_team_convert_m2 cls.env['crm.team'].search([('id', 'not in', cls.sales_teams.ids)]).write({'active': False}) # don't mess with existing leads, deactivate those assigned to users used here to make tests repeatable cls.env['crm.lead'].search(['|', ('team_id', '=', False), ('user_id', 'in', cls.sales_teams.member_ids.ids)]).write({'active': False}) cls.bundle_size = 5 cls.env['ir.config_parameter'].set_param('crm.assignment.bundle', '%s' % cls.bundle_size) cls.env['ir.config_parameter'].set_param('crm.assignment.delay', '0') def assertInitialData(self): self.assertEqual(self.sales_team_1.assignment_max, 75) self.assertEqual(self.sales_team_convert.assignment_max, 90) # ensure domains self.assertEqual(self.sales_team_1.assignment_domain, False) self.assertEqual(self.sales_team_1_m1.assignment_domain, False) self.assertEqual(self.sales_team_1_m2.assignment_domain, "[('probability', '>=', 10)]") self.assertEqual(self.sales_team_1_m3.assignment_domain, "[('probability', '>=', 20)]") self.assertEqual(self.sales_team_convert.assignment_domain, "[('priority', 'in', ['1', '2', '3'])]") self.assertEqual(self.sales_team_convert_m1.assignment_domain, "[('priority', 'in', ['2', '3'])]") self.assertEqual(self.sales_team_convert_m2.assignment_domain, False) # start afresh self.assertEqual(self.sales_team_1_m1.lead_month_count, 0) self.assertEqual(self.sales_team_1_m2.lead_month_count, 0) self.assertEqual(self.sales_team_1_m3.lead_month_count, 0) self.assertEqual(self.sales_team_convert_m1.lead_month_count, 0) self.assertEqual(self.sales_team_convert_m2.lead_month_count, 0) @tagged('lead_assign') class TestLeadAssign(TestLeadAssignCommon): """ Test lead assignment feature added in saas-14.2 """ def test_assign_configuration(self): now_patch = datetime(2020, 11, 2, 10, 0, 0) with patch.object(fields.Datetime, 'now', return_value=now_patch): config = self.env['res.config.settings'].create({ 'crm_use_auto_assignment': True, 'crm_auto_assignment_action': 'auto', 'crm_auto_assignment_interval_number': 19, 'crm_auto_assignment_interval_type': 'hours' }) config._onchange_crm_auto_assignment_run_datetime() config.execute() self.assertTrue(self.assign_cron.active) self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 2, 10, 0, 0) + relativedelta(hours=19)) config.write({ 'crm_auto_assignment_interval_number': 2, 'crm_auto_assignment_interval_type': 'days' }) config._onchange_crm_auto_assignment_run_datetime() config.execute() self.assertTrue(self.assign_cron.active) self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 2, 10, 0, 0) + relativedelta(days=2)) config.write({ 'crm_auto_assignment_run_datetime': fields.Datetime.to_string(datetime(2020, 11, 1, 10, 0, 0)), }) config.execute() self.assertTrue(self.assign_cron.active) self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 1, 10, 0, 0)) config.write({ 'crm_auto_assignment_action': 'manual', }) config.execute() self.assertFalse(self.assign_cron.active) self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 1, 10, 0, 0)) config.write({ 'crm_use_auto_assignment': False, 'crm_auto_assignment_action': 'auto', }) config.execute() self.assertFalse(self.assign_cron.active) self.assertEqual(self.assign_cron.nextcall, datetime(2020, 11, 1, 10, 0, 0)) @mute_logger('odoo.models.unlink') def test_assign_duplicates(self): """ Test assign process with duplicates on partner. Allow to ensure notably that de duplication is effectively performed. """ leads = self._create_leads_batch( lead_type='lead', user_ids=[False], partner_ids=[self.contact_1.id, self.contact_2.id, False, False, False], count=50 ) self.assertInitialData() # assign probability to leads (bypass auto probability as purpose is not to test pls) leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order for idx in range(0, 5): sliced_leads = leads[idx:len(leads):5] for lead in sliced_leads: lead.probability = (idx + 1) * 10 * ((int(lead.priority) + 1) / 2) with self.with_user('user_sales_manager'): self.env['crm.team'].browse(self.sales_teams.ids)._action_assign_leads(work_days=2) # teams assign leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order leads_st1 = leads.filtered_domain([('team_id', '=', self.sales_team_1.id)]) leads_stc = leads.filtered_domain([('team_id', '=', self.sales_team_convert.id)]) self.assertEqual(len(leads_st1), 10) # 2 * 2 * 75 / 30.0 self.assertEqual(len(leads_stc), 12) # 2 * 2 * 90 / 30.0 # salespersons assign self.members.invalidate_cache(fnames=['lead_month_count']) self.assertMemberAssign(self.sales_team_1_m1, 3) # 45 max on 2 days self.assertMemberAssign(self.sales_team_1_m2, 1) # 15 max on 2 days self.assertMemberAssign(self.sales_team_1_m3, 1) # 15 max on 2 days self.assertMemberAssign(self.sales_team_convert_m1, 2) # 30 max on 15 self.assertMemberAssign(self.sales_team_convert_m2, 4) # 60 max on 15 # run a second round to finish leads with self.with_user('user_sales_manager'): self.env['crm.team'].browse(self.sales_teams.ids)._action_assign_leads(work_days=2) # teams assign: everything should be done due to duplicates leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order self.assertTrue(len(leads.filtered_domain([('team_id', '=', False)])) == 0) # deduplicate should have removed all duplicated linked to contact_1 and contact_2 new_assigned_leads_wpartner = self.env['crm.lead'].search([ ('partner_id', 'in', (self.contact_1 | self.contact_2).ids), ('id', 'in', leads.ids) ]) self.assertEqual(len(new_assigned_leads_wpartner), 2) @mute_logger('odoo.models.unlink') def test_assign_no_duplicates(self): leads = self._create_leads_batch( lead_type='lead', user_ids=[False], partner_ids=[False], count=50 ) self.assertInitialData() # assign probability to leads (bypass auto probability as purpose is not to test pls) leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order for idx in range(0, 5): sliced_leads = leads[idx:len(leads):5] for lead in sliced_leads: lead.probability = (idx + 1) * 10 * ((int(lead.priority) + 1) / 2) with self.with_user('user_sales_manager'): self.env['crm.team'].browse(self.sales_teams.ids)._action_assign_leads(work_days=2) # teams assign leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order leads_st1 = leads.filtered_domain([('team_id', '=', self.sales_team_1.id)]) leads_stc = leads.filtered_domain([('team_id', '=', self.sales_team_convert.id)]) self.assertEqual(len(leads_st1), 10) # 2 * 2 * 75 / 30.0 self.assertEqual(len(leads_stc), 12) # 2 * 2 * 90 / 30.0 # salespersons assign self.members.invalidate_cache(fnames=['lead_month_count']) self.assertMemberAssign(self.sales_team_1_m1, 3) # 45 max on 2 days self.assertMemberAssign(self.sales_team_1_m2, 1) # 15 max on 2 days self.assertMemberAssign(self.sales_team_1_m3, 1) # 15 max on 2 days self.assertMemberAssign(self.sales_team_convert_m1, 2) # 30 max on 15 self.assertMemberAssign(self.sales_team_convert_m2, 4) # 60 max on 15 @mute_logger('odoo.models.unlink') def test_assign_populated(self): """ Test assignment on a more high volume oriented test set in order to test more real life use cases. """ # create leads enough to assign one month of work _lead_count, _email_dup_count, _partner_count = 500, 50, 150 leads = self._create_leads_batch( lead_type='lead', user_ids=[False], partner_count=_partner_count, country_ids=[self.env.ref('base.be').id, self.env.ref('base.fr').id, False], count=_lead_count, email_dup_count=_email_dup_count) self.assertInitialData() # assign for one month, aka a lot self.env.ref('crm.ir_cron_crm_lead_assign').write({'interval_type': 'days', 'interval_number': 30}) self.env['ir.config_parameter'].set_param('crm.assignment.bundle', '20') # create a third team sales_team_3 = self.env['crm.team'].create({ 'name': 'Sales Team 3', 'sequence': 15, 'alias_name': False, 'use_leads': True, 'use_opportunities': True, 'company_id': False, 'user_id': False, 'assignment_domain': [('country_id', '!=', False)], }) sales_team_3_m1 = self.env['crm.team.member'].create({ 'user_id': self.user_sales_manager.id, 'crm_team_id': sales_team_3.id, 'assignment_max': 60, 'assignment_domain': False, }) sales_team_3_m2 = self.env['crm.team.member'].create({ 'user_id': self.user_sales_leads.id, 'crm_team_id': sales_team_3.id, 'assignment_max': 60, 'assignment_domain': False, }) sales_team_3_m3 = self.env['crm.team.member'].create({ 'user_id': self.user_sales_salesman.id, 'crm_team_id': sales_team_3.id, 'assignment_max': 15, 'assignment_domain': [('probability', '>=', 10)], }) sales_teams = self.sales_teams | sales_team_3 self.assertEqual(sum(team.assignment_max for team in sales_teams), 300) self.assertEqual(len(leads), 550) # assign probability to leads (bypass auto probability as purpose is not to test pls) leads = self.env['crm.lead'].search([('id', 'in', leads.ids)]) # ensure order for idx in range(0, 5): sliced_leads = leads[idx:len(leads):5] for lead in sliced_leads: lead.probability = (idx + 1) * 10 * ((int(lead.priority) + 1) / 2) with self.with_user('user_sales_manager'): self.env['crm.team'].browse(sales_teams.ids)._action_assign_leads(work_days=30) self.members.invalidate_cache(fnames=['lead_month_count']) self.assertMemberAssign(self.sales_team_1_m1, 45) # 45 max on one month self.assertMemberAssign(self.sales_team_1_m2, 15) # 15 max on one month self.assertMemberAssign(self.sales_team_1_m3, 15) # 15 max on one month self.assertMemberAssign(self.sales_team_convert_m1, 30) # 30 max on one month self.assertMemberAssign(self.sales_team_convert_m2, 60) # 60 max on one month self.assertMemberAssign(sales_team_3_m1, 60) # 60 max on one month self.assertMemberAssign(sales_team_3_m2, 60) # 60 max on one month self.assertMemberAssign(sales_team_3_m3, 15) # 15 max on one month