With Calendar and CRM installed: - Create a lead and a meeting related to that lead. - Delete the lead. - Go to the meeting form view from the calendar App. - Click the Document action button and nothing will take place. After this commit if you delete the lead, you will no longer be able to the see the button as document information is correctly reset. Task-2917174 Closes odoo/odoo#42450 Closes odoo/odoo#47497 closes odoo/odoo#96190 X-original-commit: 71ccb7dae43a13521f2a290ce76cafd8fb5b963f Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
808 lines
39 KiB
Python
808 lines
39 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from datetime import datetime
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from freezegun import freeze_time
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from odoo.addons.crm.models.crm_lead import PARTNER_FIELDS_TO_SYNC, PARTNER_ADDRESS_FIELDS_TO_SYNC
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from odoo.addons.crm.tests.common import TestCrmCommon, INCOMING_EMAIL
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from odoo.addons.phone_validation.tools.phone_validation import phone_format
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from odoo.exceptions import UserError
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from odoo.tests.common import Form, tagged, users
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from odoo.tools import mute_logger
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@tagged('lead_internals')
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class TestCRMLead(TestCrmCommon):
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@classmethod
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def setUpClass(cls):
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super(TestCRMLead, cls).setUpClass()
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cls.country_ref = cls.env.ref('base.be')
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cls.test_email = '"Test Email" <test.email@example.com>'
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cls.test_phone = '0485112233'
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def assertLeadAddress(self, lead, street, street2, city, lead_zip, state, country):
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self.assertEqual(lead.street, street)
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self.assertEqual(lead.street2, street2)
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self.assertEqual(lead.city, city)
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self.assertEqual(lead.zip, lead_zip)
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self.assertEqual(lead.state_id, state)
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self.assertEqual(lead.country_id, country)
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@users('user_sales_leads')
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def test_crm_lead_contact_fields_mixed(self):
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""" Test mixed configuration from partner: both user input and coming
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from partner, in order to ensure we do not loose information or make
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it incoherent. """
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lead_data = {
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'name': 'TestMixed',
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'partner_id': self.contact_1.id,
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# address
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'country_id': self.country_ref.id,
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# other contact fields
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'function': 'Parmesan Rappeur',
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'lang_id': self.lang_fr.id,
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# specific contact fields
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'email_from': self.test_email,
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'phone': self.test_phone,
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}
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lead = self.env['crm.lead'].create(lead_data)
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# classic
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self.assertEqual(lead.name, "TestMixed")
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# address
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self.assertLeadAddress(lead, False, False, False, False, self.env['res.country.state'], self.country_ref)
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# other contact fields
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for fname in set(PARTNER_FIELDS_TO_SYNC) - set(['function', 'lang']):
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self.assertEqual(lead[fname], self.contact_1[fname], 'No user input -> take from contact for field %s' % fname)
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self.assertEqual(lead.function, 'Parmesan Rappeur', 'User input should take over partner value')
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self.assertEqual(lead.lang_id, self.lang_fr)
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# specific contact fields
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self.assertEqual(lead.partner_name, self.contact_company_1.name)
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self.assertEqual(lead.contact_name, self.contact_1.name)
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self.assertEqual(lead.email_from, self.test_email)
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self.assertEqual(lead.phone, self.test_phone)
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# update a single address fields -> only those are updated
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lead.write({'street': 'Super Street', 'city': 'Super City'})
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self.assertLeadAddress(lead, 'Super Street', False, 'Super City', False, self.env['res.country.state'], self.country_ref)
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# change partner -> whole address updated
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lead.write({'partner_id': self.contact_company_1.id})
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for fname in PARTNER_ADDRESS_FIELDS_TO_SYNC:
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self.assertEqual(lead[fname], self.contact_company_1[fname])
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self.assertEqual(self.contact_company_1.lang, self.lang_en.code)
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self.assertEqual(lead.lang_id, self.lang_en)
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@users('user_sales_leads')
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def test_crm_lead_creation_no_partner(self):
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lead_data = {
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'name': 'Test',
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'country_id': self.country_ref.id,
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'email_from': self.test_email,
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'phone': self.test_phone,
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}
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lead = self.env['crm.lead'].new(lead_data)
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# get the street should not trigger cache miss
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lead.street
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# Create the lead and the write partner_id = False: country should remain
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lead = self.env['crm.lead'].create(lead_data)
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self.assertEqual(lead.country_id, self.country_ref, "Country should be set on the lead")
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self.assertEqual(lead.email_from, self.test_email)
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self.assertEqual(lead.phone, self.test_phone)
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lead.partner_id = False
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self.assertEqual(lead.country_id, self.country_ref, "Country should still be set on the lead")
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self.assertEqual(lead.email_from, self.test_email)
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self.assertEqual(lead.phone, self.test_phone)
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@users('user_sales_manager')
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def test_crm_lead_creation_partner(self):
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lead = self.env['crm.lead'].create({
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'name': 'TestLead',
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'contact_name': 'Raoulette TestContact',
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'email_from': '"Raoulette TestContact" <raoulette@test.example.com>',
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})
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self.assertEqual(lead.type, 'lead')
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self.assertEqual(lead.user_id, self.user_sales_manager)
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self.assertEqual(lead.team_id, self.sales_team_1)
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self.assertEqual(lead.stage_id, self.stage_team1_1)
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self.assertEqual(lead.contact_name, 'Raoulette TestContact')
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self.assertEqual(lead.email_from, '"Raoulette TestContact" <raoulette@test.example.com>')
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self.assertEqual(self.contact_1.lang, self.env.user.lang)
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# update to a partner, should udpate address
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lead.write({'partner_id': self.contact_1.id})
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self.assertEqual(lead.partner_name, self.contact_company_1.name)
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self.assertEqual(lead.contact_name, self.contact_1.name)
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self.assertEqual(lead.email_from, self.contact_1.email)
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self.assertEqual(lead.street, self.contact_1.street)
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self.assertEqual(lead.city, self.contact_1.city)
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self.assertEqual(lead.zip, self.contact_1.zip)
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self.assertEqual(lead.country_id, self.contact_1.country_id)
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self.assertEqual(lead.lang_id.code, self.contact_1.lang)
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@users('user_sales_manager')
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def test_crm_lead_creation_partner_address(self):
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""" Test that an address erases all lead address fields (avoid mixed addresses) """
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other_country = self.env.ref('base.fr')
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empty_partner = self.env['res.partner'].create({
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'name': 'Empty partner',
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'country_id': other_country.id,
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})
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lead_data = {
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'name': 'Test',
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'street': 'My street',
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'street2': 'My street',
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'city': 'My city',
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'zip': 'test@odoo.com',
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'state_id': self.env['res.country.state'].create({
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'name': 'My state',
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'country_id': self.country_ref.id,
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'code': 'MST',
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}).id,
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'country_id': self.country_ref.id,
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}
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lead = self.env['crm.lead'].create(lead_data)
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lead.partner_id = empty_partner
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# PARTNER_ADDRESS_FIELDS_TO_SYNC
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self.assertEqual(lead.street, empty_partner.street, "Street should be sync from the Partner")
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self.assertEqual(lead.street2, empty_partner.street2, "Street 2 should be sync from the Partner")
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self.assertEqual(lead.city, empty_partner.city, "City should be sync from the Partner")
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self.assertEqual(lead.zip, empty_partner.zip, "Zip should be sync from the Partner")
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self.assertEqual(lead.state_id, empty_partner.state_id, "State should be sync from the Partner")
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self.assertEqual(lead.country_id, empty_partner.country_id, "Country should be sync from the Partner")
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@users('user_sales_manager')
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def test_crm_lead_creation_partner_company(self):
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""" Test lead / partner synchronization involving company details """
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# Test that partner_name (company name) is the partner name if partner is company
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lead = self.env['crm.lead'].create({
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'name': 'TestLead',
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'partner_id': self.contact_company.id,
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})
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self.assertEqual(lead.contact_name, False,
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"Lead contact name should be Falsy when dealing with companies")
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self.assertEqual(lead.partner_name, self.contact_company.name,
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"Lead company name should be set to partner name if partner is a company")
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# Test that partner_name (company name) is the partner company name if partner is an individual
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self.contact_company.write({'is_company': False})
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lead = self.env['crm.lead'].create({
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'name': 'TestLead',
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'partner_id': self.contact_company.id,
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})
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self.assertEqual(lead.contact_name, self.contact_company.name,
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"Lead contact name should be set to partner name if partner is not a company")
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self.assertEqual(lead.partner_name, self.contact_company.company_name,
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"Lead company name should be set to company name if partner is not a company")
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@users('user_sales_manager')
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def test_crm_lead_creation_partner_no_address(self):
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""" Test that an empty address on partner does not void its lead values """
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empty_partner = self.env['res.partner'].create({
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'name': 'Empty partner',
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'is_company': True,
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'lang': 'en_US',
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'mobile': '123456789',
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'title': self.env.ref('base.res_partner_title_mister').id,
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'function': 'My function',
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})
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lead_data = {
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'name': 'Test',
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'contact_name': 'Test',
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'street': 'My street',
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'country_id': self.country_ref.id,
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'email_from': self.test_email,
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'phone': self.test_phone,
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'mobile': '987654321',
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'website': 'http://mywebsite.org',
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}
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lead = self.env['crm.lead'].create(lead_data)
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lead.partner_id = empty_partner
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# SPECIFIC FIELDS
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self.assertEqual(lead.contact_name, lead_data['contact_name'], "Contact should remain")
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self.assertEqual(lead.email_from, lead_data['email_from'], "Email From should keep its initial value")
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self.assertEqual(lead.partner_name, empty_partner.name, "Partner name should be set as contact is a company")
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# PARTNER_ADDRESS_FIELDS_TO_SYNC
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self.assertEqual(lead.street, lead_data['street'], "Street should remain since partner has no address field set")
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self.assertEqual(lead.street2, False, "Street2 should remain since partner has no address field set")
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self.assertEqual(lead.country_id, self.country_ref, "Country should remain since partner has no address field set")
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self.assertEqual(lead.city, False, "City should remain since partner has no address field set")
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self.assertEqual(lead.zip, False, "Zip should remain since partner has no address field set")
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self.assertEqual(lead.state_id, self.env['res.country.state'], "State should remain since partner has no address field set")
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# PARTNER_FIELDS_TO_SYNC
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self.assertEqual(lead.lang_id, self.lang_en)
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self.assertEqual(lead.phone, lead_data['phone'], "Phone should keep its initial value")
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self.assertEqual(lead.mobile, empty_partner.mobile, "Mobile from partner should be set on the lead")
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self.assertEqual(lead.title, empty_partner.title, "Title from partner should be set on the lead")
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self.assertEqual(lead.function, empty_partner.function, "Function from partner should be set on the lead")
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self.assertEqual(lead.website, lead_data['website'], "Website should keep its initial value")
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@users('user_sales_manager')
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def test_crm_lead_create_pipe_data(self):
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""" Test creation pipe data: user, team, stage, depending on some default
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configuration. """
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# gateway-like creation: no user, no team, generic stage
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lead = self.env['crm.lead'].with_context(default_user_id=False).create({
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'name': 'Test',
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'contact_name': 'Test Contact',
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'email_from': self.test_email,
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'phone': self.test_phone,
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})
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self.assertEqual(lead.user_id, self.env['res.users'])
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self.assertEqual(lead.team_id, self.env['crm.team'])
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self.assertEqual(lead.stage_id, self.stage_gen_1)
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# pipe creation: current user's best team and default stage
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lead = self.env['crm.lead'].create({
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'name': 'Test',
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'contact_name': 'Test Contact',
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'email_from': self.test_email,
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'phone': self.test_phone,
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})
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self.assertEqual(lead.user_id, self.user_sales_manager)
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self.assertEqual(lead.team_id, self.sales_team_1)
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self.assertEqual(lead.stage_id, self.stage_team1_1)
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@users('user_sales_manager')
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def test_crm_lead_currency_sync(self):
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lead = self.env['crm.lead'].create({
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'name': 'Lead 1',
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'company_id': self.company_main.id
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})
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self.assertEqual(lead.company_currency, self.env.ref('base.EUR'))
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self.company_main.currency_id = self.env.ref('base.CHF')
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lead.with_company(self.company_main).update({'company_id': False})
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self.assertEqual(lead.company_currency, self.env.ref('base.CHF'))
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#set back original currency
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self.company_main.currency_id = self.env.ref('base.EUR')
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@users('user_sales_manager')
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def test_crm_lead_date_closed(self):
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# Test for one won lead
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stage_team1_won2 = self.env['crm.stage'].create({
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'name': 'Won2',
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'sequence': 75,
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'team_id': self.sales_team_1.id,
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'is_won': True,
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})
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won_lead = self.lead_team_1_won.with_env(self.env)
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other_lead = self.lead_1.with_env(self.env)
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old_date_closed = won_lead.date_closed
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self.assertTrue(won_lead.date_closed)
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self.assertFalse(other_lead.date_closed)
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# multi update
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leads = won_lead + other_lead
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with freeze_time('2020-02-02 18:00'):
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leads.stage_id = stage_team1_won2
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self.assertEqual(won_lead.date_closed, old_date_closed, 'Should not change date')
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self.assertEqual(other_lead.date_closed, datetime(2020, 2, 2, 18, 0, 0))
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# back to open stage
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leads.write({'stage_id': self.stage_team1_2.id})
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self.assertFalse(won_lead.date_closed)
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self.assertFalse(other_lead.date_closed)
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# close with lost
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with freeze_time('2020-02-02 18:00'):
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leads.action_set_lost()
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self.assertEqual(won_lead.date_closed, datetime(2020, 2, 2, 18, 0, 0))
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self.assertEqual(other_lead.date_closed, datetime(2020, 2, 2, 18, 0, 0))
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@users('user_sales_leads')
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@freeze_time("2012-01-14")
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def test_crm_lead_lost_date_closed(self):
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lead = self.lead_1.with_env(self.env)
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self.assertFalse(lead.date_closed, "Initially, closed date is not set")
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# Mark the lead as lost
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lead.action_set_lost()
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self.assertEqual(lead.date_closed, datetime.now(), "Closed date is updated after marking lead as lost")
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@users('user_sales_manager')
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def test_crm_lead_partner_sync(self):
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lead, partner = self.lead_1.with_user(self.env.user), self.contact_2
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partner_email, partner_phone = self.contact_2.email, self.contact_2.phone
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lead.partner_id = partner
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# email & phone must be automatically set on the lead
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lead.partner_id = partner
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self.assertEqual(lead.email_from, partner_email)
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self.assertEqual(lead.phone, partner_phone)
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# writing on the lead field must change the partner field
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lead.email_from = '"John Zoidberg" <john.zoidberg@test.example.com>'
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lead.phone = '+1 202 555 7799'
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self.assertEqual(partner.email, '"John Zoidberg" <john.zoidberg@test.example.com>')
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self.assertEqual(partner.email_normalized, 'john.zoidberg@test.example.com')
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self.assertEqual(partner.phone, '+1 202 555 7799')
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# writing on the partner must change the lead values
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partner.email = partner_email
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partner.phone = '+1 202 555 6666'
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self.assertEqual(lead.email_from, partner_email)
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self.assertEqual(lead.phone, '+1 202 555 6666')
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# resetting lead values also resets partner
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lead.email_from, lead.phone = False, False
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self.assertFalse(partner.email)
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self.assertFalse(partner.email_normalized)
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self.assertFalse(partner.phone)
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@users('user_sales_manager')
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def test_crm_lead_partner_sync_email_phone(self):
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""" Specifically test synchronize between a lead and its partner about
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phone and email fields. Phone especially has some corner cases due to
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automatic formatting (notably with onchange in form view). """
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lead, partner = self.lead_1.with_user(self.env.user), self.contact_2
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# This is a type == 'lead', not a type == 'opportunity'
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# {'invisible': ['|', ('type', '=', 'opportunity'), ('is_partner_visible', '=', False)]}
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# lead.is_partner_visible = bool(lead.type == 'opportunity' or lead.partner_id or is_debug_mode)
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# Hence, debug mode required for `partner_id` to be visible
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with self.debug_mode():
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lead_form = Form(lead)
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# reset partner phone to a local number and prepare formatted / sanitized values
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partner_phone, partner_mobile = self.test_phone_data[2], self.test_phone_data[1]
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partner_phone_formatted = phone_format(partner_phone, 'US', '1')
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partner_phone_sanitized = phone_format(partner_phone, 'US', '1', force_format='E164')
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partner_mobile_formatted = phone_format(partner_mobile, 'US', '1')
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partner_mobile_sanitized = phone_format(partner_mobile, 'US', '1', force_format='E164')
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partner_email, partner_email_normalized = self.test_email_data[2], self.test_email_data_normalized[2]
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self.assertEqual(partner_phone_formatted, '+1 202-555-0888')
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self.assertEqual(partner_phone_sanitized, self.test_phone_data_sanitized[2])
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self.assertEqual(partner_mobile_formatted, '+1 202-555-0999')
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self.assertEqual(partner_mobile_sanitized, self.test_phone_data_sanitized[1])
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# ensure initial data
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self.assertEqual(partner.phone, partner_phone)
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self.assertEqual(partner.mobile, partner_mobile)
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self.assertEqual(partner.email, partner_email)
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# LEAD/PARTNER SYNC: email and phone are propagated to lead
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# as well as mobile (who does not trigger the reverse sync)
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lead_form.partner_id = partner
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self.assertEqual(lead_form.email_from, partner_email)
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self.assertEqual(lead_form.phone, partner_phone_formatted,
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'Lead: form automatically formats numbers')
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self.assertEqual(lead_form.mobile, partner_mobile_formatted,
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'Lead: form automatically formats numbers')
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self.assertFalse(lead_form.partner_email_update)
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self.assertFalse(lead_form.partner_phone_update)
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lead_form.save()
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self.assertEqual(partner.phone, partner_phone,
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'Lead / Partner: partner values sent to lead')
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self.assertEqual(lead.email_from, partner_email,
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'Lead / Partner: partner values sent to lead')
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self.assertEqual(lead.email_normalized, partner_email_normalized,
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'Lead / Partner: equal emails should lead to equal normalized emails')
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self.assertEqual(lead.phone, partner_phone_formatted,
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'Lead / Partner: partner values (formatted) sent to lead')
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self.assertEqual(lead.mobile, partner_mobile_formatted,
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'Lead / Partner: partner values (formatted) sent to lead')
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|
self.assertEqual(lead.phone_sanitized, partner_mobile_sanitized,
|
|
'Lead: phone_sanitized computed field on mobile')
|
|
|
|
# for email_from, if only formatting differs, warning should not appear and
|
|
# email on partner should not be updated
|
|
lead_form.email_from = '"Hermes Conrad" <%s>' % partner_email_normalized
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
lead_form.save()
|
|
self.assertEqual(partner.email, partner_email)
|
|
|
|
# for phone, if only formatting differs, warning should not appear and
|
|
# phone on partner should not be updated
|
|
lead_form.phone = partner_phone_sanitized
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
lead_form.save()
|
|
self.assertEqual(partner.phone, partner_phone)
|
|
|
|
# LEAD/PARTNER SYNC: lead updates partner
|
|
new_email = '"John Zoidberg" <john.zoidberg@test.example.com>'
|
|
new_email_normalized = 'john.zoidberg@test.example.com'
|
|
lead_form.email_from = new_email
|
|
self.assertTrue(lead_form.partner_email_update)
|
|
new_phone = '+1 202 555 7799'
|
|
new_phone_formatted = phone_format(new_phone, 'US', '1')
|
|
lead_form.phone = new_phone
|
|
self.assertEqual(lead_form.phone, new_phone_formatted)
|
|
self.assertTrue(lead_form.partner_email_update)
|
|
self.assertTrue(lead_form.partner_phone_update)
|
|
|
|
lead_form.save()
|
|
self.assertEqual(partner.email, new_email)
|
|
self.assertEqual(partner.email_normalized, new_email_normalized)
|
|
self.assertEqual(partner.phone, new_phone_formatted)
|
|
|
|
# LEAD/PARTNER SYNC: mobile does not update partner
|
|
new_mobile = '+1 202 555 6543'
|
|
new_mobile_formatted = phone_format(new_mobile, 'US', '1')
|
|
lead_form.mobile = new_mobile
|
|
lead_form.save()
|
|
self.assertEqual(lead.mobile, new_mobile_formatted)
|
|
self.assertEqual(partner.mobile, partner_mobile)
|
|
|
|
# LEAD/PARTNER SYNC: reseting lead values also resets partner for email
|
|
# and phone, but not for mobile
|
|
lead_form.email_from, lead_form.phone, lead.mobile = False, False, False
|
|
self.assertTrue(lead_form.partner_email_update)
|
|
self.assertTrue(lead_form.partner_phone_update)
|
|
lead_form.save()
|
|
self.assertFalse(partner.email)
|
|
self.assertFalse(partner.email_normalized)
|
|
self.assertFalse(partner.phone)
|
|
self.assertFalse(lead.phone)
|
|
self.assertFalse(lead.mobile)
|
|
self.assertFalse(lead.phone_sanitized)
|
|
self.assertEqual(partner.mobile, partner_mobile)
|
|
# if SMS is uninstalled, phone_sanitized is not available on partner
|
|
if 'phone_sanitized' in partner:
|
|
self.assertEqual(partner.phone_sanitized, partner_mobile_sanitized,
|
|
'Partner sanitized should be computed on mobile')
|
|
|
|
@users('user_sales_manager')
|
|
def test_crm_lead_partner_sync_email_phone_corner_cases(self):
|
|
""" Test corner cases of email and phone sync (False versus '', formatting
|
|
differences, wrong input, ...) """
|
|
test_email = 'amy.wong@test.example.com'
|
|
lead = self.lead_1.with_user(self.env.user)
|
|
lead.write({'phone': False}) # reset phone to start with all Falsy values
|
|
contact = self.env['res.partner'].create({
|
|
'name': 'NoContact Partner',
|
|
'phone': '',
|
|
'email': '',
|
|
'mobile': '',
|
|
})
|
|
|
|
# This is a type == 'lead', not a type == 'opportunity'
|
|
# {'invisible': ['|', ('type', '=', 'opportunity'), ('is_partner_visible', '=', False)]}
|
|
# lead.is_partner_visible = bool(lead.type == 'opportunity' or lead.partner_id or is_debug_mode)
|
|
# Hence, debug mode required for `partner_id` to be visible
|
|
with self.debug_mode():
|
|
lead_form = Form(lead)
|
|
self.assertEqual(lead_form.email_from, test_email)
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
|
|
# email: False versus empty string
|
|
lead_form.partner_id = contact
|
|
self.assertTrue(lead_form.partner_email_update)
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
lead_form.email_from = ''
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
lead_form.email_from = False
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
|
|
# phone: False versus empty string
|
|
lead_form.phone = '+1 202-555-0888'
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
self.assertTrue(lead_form.partner_phone_update)
|
|
lead_form.phone = ''
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
lead_form.phone = False
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
|
|
# email/phone: formatting should not trigger ribbon
|
|
lead.write({
|
|
'email_from': '"My Name" <%s>' % test_email,
|
|
'phone': '+1 202-555-0888',
|
|
})
|
|
contact.write({
|
|
'email': '"My Name" <%s>' % test_email,
|
|
'phone': '+1 202-555-0888',
|
|
})
|
|
|
|
lead_form = Form(lead)
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
lead_form.partner_id = contact
|
|
self.assertFalse(lead_form.partner_email_update)
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
lead_form.email_from = '"Another Name" <%s>' % test_email # same email normalized
|
|
self.assertFalse(lead_form.partner_email_update, 'Formatting-only change should not trigger write')
|
|
self.assertFalse(lead_form.partner_phone_update, 'Formatting-only change should not trigger write')
|
|
lead_form.phone = '2025550888' # same number but another format
|
|
self.assertFalse(lead_form.partner_email_update, 'Formatting-only change should not trigger write')
|
|
self.assertFalse(lead_form.partner_phone_update, 'Formatting-only change should not trigger write')
|
|
|
|
# wrong value are also propagated
|
|
lead_form.phone = '666 789456789456789456'
|
|
self.assertTrue(lead_form.partner_phone_update)
|
|
|
|
# test country propagation allowing to correctly compute sanitized numbers
|
|
# by adding missing relevant information from contact
|
|
be_country = self.env.ref('base.be')
|
|
contact.write({
|
|
'country_id': be_country.id,
|
|
'phone': '+32456001122',
|
|
})
|
|
lead.write({'country_id': False})
|
|
lead_form = Form(lead)
|
|
lead_form.partner_id = contact
|
|
lead_form.phone = '0456 00 11 22'
|
|
self.assertFalse(lead_form.partner_phone_update)
|
|
self.assertEqual(lead_form.country_id, be_country)
|
|
|
|
|
|
@users('user_sales_manager')
|
|
def test_crm_lead_stages(self):
|
|
lead = self.lead_1.with_user(self.env.user)
|
|
self.assertEqual(lead.team_id, self.sales_team_1)
|
|
|
|
lead.convert_opportunity(self.contact_1)
|
|
self.assertEqual(lead.team_id, self.sales_team_1)
|
|
|
|
lead.action_set_won()
|
|
self.assertEqual(lead.probability, 100.0)
|
|
self.assertEqual(lead.stage_id, self.stage_gen_won) # generic won stage has lower sequence than team won stage
|
|
|
|
@users('user_sales_manager')
|
|
def test_crm_lead_unlink_calendar_event(self):
|
|
""" Test res_id / res_model is reset (and hide document button in calendar
|
|
event form view) when lead is unlinked """
|
|
lead = self.env['crm.lead'].create({'name': 'Lead With Meetings'})
|
|
meetings = self.env['calendar.event'].create([
|
|
{
|
|
'name': 'Meeting 1 of Lead',
|
|
'res_id': lead.id,
|
|
'res_model_id': self.env['ir.model']._get_id(lead._name),
|
|
'start': '2022-07-12 08:00:00',
|
|
'stop': '2022-07-12 10:00:00',
|
|
}, {
|
|
'name': 'Meeting 2 of Lead',
|
|
'opportunity_id': lead.id,
|
|
'res_id': lead.id,
|
|
'res_model_id': self.env['ir.model']._get_id(lead._name),
|
|
'start': '2022-07-13 08:00:00',
|
|
'stop': '2022-07-13 10:00:00',
|
|
}
|
|
])
|
|
self.assertEqual(lead.calendar_event_count, 1)
|
|
self.assertEqual(meetings.opportunity_id, lead)
|
|
self.assertEqual(meetings.mapped('res_id'), [lead.id, lead.id])
|
|
self.assertEqual(meetings.mapped('res_model'), ['crm.lead', 'crm.lead'])
|
|
lead.unlink()
|
|
self.assertEqual(meetings.exists(), meetings)
|
|
self.assertFalse(meetings.opportunity_id)
|
|
self.assertEqual(set(meetings.mapped('res_id')), set([0]))
|
|
self.assertEqual(set(meetings.mapped('res_model')), set([False]))
|
|
|
|
@users('user_sales_leads')
|
|
def test_crm_lead_update_contact(self):
|
|
# ensure initial data, especially for corner cases
|
|
self.assertFalse(self.contact_company_1.phone)
|
|
self.assertEqual(self.contact_company_1.country_id.code, "US")
|
|
lead = self.env['crm.lead'].create({
|
|
'name': 'Test',
|
|
'country_id': self.country_ref.id,
|
|
'email_from': self.test_email,
|
|
'phone': self.test_phone,
|
|
})
|
|
self.assertEqual(lead.country_id, self.country_ref, "Country should be set on the lead")
|
|
lead.partner_id = False
|
|
self.assertEqual(lead.country_id, self.country_ref, "Country should still be set on the lead")
|
|
self.assertEqual(lead.email_from, self.test_email)
|
|
self.assertEqual(lead.phone, self.test_phone)
|
|
self.assertEqual(lead.email_state, 'correct')
|
|
self.assertEqual(lead.phone_state, 'correct')
|
|
|
|
lead.partner_id = self.contact_company_1
|
|
self.assertEqual(lead.country_id, self.contact_company_1.country_id, "Country should still be the one set on partner")
|
|
self.assertEqual(lead.email_from, self.contact_company_1.email)
|
|
self.assertEqual(lead.phone, self.test_phone)
|
|
self.assertEqual(lead.email_state, 'correct')
|
|
# currently we keep phone as partner as a void one -> may lead to inconsistencies
|
|
self.assertEqual(lead.phone_state, 'incorrect', "Belgian phone with US country -> considered as incorrect")
|
|
|
|
lead.email_from = 'broken'
|
|
lead.phone = 'alsobroken'
|
|
self.assertEqual(lead.email_state, 'incorrect')
|
|
self.assertEqual(lead.phone_state, 'incorrect')
|
|
self.assertEqual(self.contact_company_1.email, 'broken')
|
|
self.assertEqual(self.contact_company_1.phone, 'alsobroken')
|
|
|
|
@users('user_sales_manager')
|
|
def test_crm_team_alias(self):
|
|
new_team = self.env['crm.team'].create({
|
|
'name': 'TestAlias',
|
|
'use_leads': True,
|
|
'use_opportunities': True,
|
|
'alias_name': 'test.alias'
|
|
})
|
|
self.assertEqual(new_team.alias_id.alias_name, 'test.alias')
|
|
self.assertEqual(new_team.alias_name, 'test.alias')
|
|
|
|
new_team.write({
|
|
'use_leads': False,
|
|
'use_opportunities': False,
|
|
})
|
|
# self.assertFalse(new_team.alias_id.alias_name)
|
|
# self.assertFalse(new_team.alias_name)
|
|
|
|
@mute_logger('odoo.addons.mail.models.mail_thread')
|
|
def test_mailgateway(self):
|
|
new_lead = self.format_and_process(
|
|
INCOMING_EMAIL,
|
|
'unknown.sender@test.example.com',
|
|
'%s@%s' % (self.sales_team_1.alias_name, self.alias_domain),
|
|
subject='Delivery cost inquiry',
|
|
target_model='crm.lead',
|
|
)
|
|
self.assertEqual(new_lead.email_from, 'unknown.sender@test.example.com')
|
|
self.assertFalse(new_lead.partner_id)
|
|
self.assertEqual(new_lead.name, 'Delivery cost inquiry')
|
|
|
|
message = new_lead.with_user(self.user_sales_manager).message_post(
|
|
body='Here is my offer !',
|
|
subtype_xmlid='mail.mt_comment')
|
|
self.assertEqual(message.author_id, self.user_sales_manager.partner_id)
|
|
|
|
new_lead._handle_partner_assignment(create_missing=True)
|
|
self.assertEqual(new_lead.partner_id.email, 'unknown.sender@test.example.com')
|
|
self.assertEqual(new_lead.partner_id.team_id, self.sales_team_1)
|
|
|
|
@users('user_sales_manager')
|
|
def test_message_get_suggested_recipients(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 """
|
|
ResLang = self.env['res.lang'].sudo().with_context(active_test=False)
|
|
|
|
# Create a lead with an inactive language -> should ignore the preset language
|
|
lang_fr = ResLang.search([('code', '=', 'fr_FR')])
|
|
if not lang_fr:
|
|
lang_fr = ResLang._create_lang('fr_FR')
|
|
# set French language as inactive then try to call "_message_get_suggested_recipients"
|
|
# -> lang code should be ignored
|
|
lang_fr.active = False
|
|
lead1 = self.env['crm.lead'].create({
|
|
'name': 'TestLead',
|
|
'email_from': self.test_email,
|
|
'lang_id': lang_fr.id,
|
|
})
|
|
data = lead1._message_get_suggested_recipients()[lead1.id]
|
|
self.assertEqual(data, [(False, self.test_email, None, 'Customer Email')])
|
|
|
|
# Create a lead with an active language -> should keep the preset language for recipients
|
|
lang_en = ResLang.search([('code', '=', 'en_US')])
|
|
if not lang_en:
|
|
lang_en = ResLang._create_lang('en_US')
|
|
# set American English language as active then try to call "_message_get_suggested_recipients"
|
|
# -> lang code should be kept
|
|
lang_en.active = True
|
|
lead2 = self.env['crm.lead'].create({
|
|
'name': 'TestLead',
|
|
'email_from': self.test_email,
|
|
'lang_id': lang_en.id,
|
|
})
|
|
data = lead2._message_get_suggested_recipients()[lead2.id]
|
|
self.assertEqual(data, [(False, self.test_email, "en_US", 'Customer Email')])
|
|
|
|
@users('user_sales_manager')
|
|
def test_phone_mobile_search(self):
|
|
lead_1 = self.env['crm.lead'].create({
|
|
'name': 'Lead 1',
|
|
'country_id': self.env.ref('base.be').id,
|
|
'phone': '+32485001122',
|
|
})
|
|
lead_2 = self.env['crm.lead'].create({
|
|
'name': 'Lead 2',
|
|
'country_id': self.env.ref('base.be').id,
|
|
'phone': '0032485001122',
|
|
})
|
|
lead_3 = self.env['crm.lead'].create({
|
|
'name': 'Lead 3',
|
|
'country_id': self.env.ref('base.be').id,
|
|
'phone': 'hello',
|
|
})
|
|
lead_4 = self.env['crm.lead'].create({
|
|
'name': 'Lead 3',
|
|
'country_id': self.env.ref('base.be').id,
|
|
'phone': '+32485112233',
|
|
})
|
|
|
|
# search term containing less than 3 characters should throw an error (some currently not working)
|
|
with self.assertRaises(UserError):
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', '')])
|
|
# with self.assertRaises(UserError):
|
|
# self.env['crm.lead'].search([('phone_mobile_search', 'like', '7 ')])
|
|
with self.assertRaises(UserError):
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', 'c')])
|
|
with self.assertRaises(UserError):
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', '+')])
|
|
with self.assertRaises(UserError):
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', '5')])
|
|
with self.assertRaises(UserError):
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', '42')])
|
|
|
|
# + / 00 prefixes do not block search
|
|
self.assertEqual(lead_1 + lead_2, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '+32485001122')
|
|
]))
|
|
self.assertEqual(lead_1 + lead_2, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '0032485001122')
|
|
]))
|
|
self.assertEqual(lead_1 + lead_2, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '485001122')
|
|
]))
|
|
self.assertEqual(lead_1 + lead_2 + lead_4, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '1122')
|
|
]))
|
|
|
|
# textual input still possible
|
|
self.assertEqual(
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', 'hello')]),
|
|
lead_3,
|
|
'Should behave like a text field'
|
|
)
|
|
self.assertEqual(
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', 'Hello')]),
|
|
lead_3,
|
|
'Should behave like a text field'
|
|
)
|
|
self.assertEqual(
|
|
self.env['crm.lead'].search([('phone_mobile_search', 'like', 'hello123')]),
|
|
self.env['crm.lead'],
|
|
'Should behave like a text field'
|
|
)
|
|
|
|
@users('user_sales_manager')
|
|
def test_phone_mobile_search_format(self):
|
|
numbers = [
|
|
# standard
|
|
'0499223311',
|
|
# separators
|
|
'0499/223311', '0499/22.33.11', '0499/22 33 11', '0499/223 311',
|
|
# international format -> currently not working
|
|
# '+32499223311', '0032499223311',
|
|
]
|
|
leads = self.env['crm.lead'].create([
|
|
{'name': 'Lead %s' % index,
|
|
'country_id': self.env.ref('base.be').id,
|
|
'phone': number,
|
|
}
|
|
for index, number in enumerate(numbers)
|
|
])
|
|
|
|
self.assertEqual(leads, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '0499223311')
|
|
]))
|
|
self.assertEqual(leads, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '0499/223311')
|
|
]))
|
|
self.assertEqual(leads, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '0499/22.33.11')
|
|
]))
|
|
self.assertEqual(leads, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '0499/22 33 11')
|
|
]))
|
|
self.assertEqual(leads, self.env['crm.lead'].search([
|
|
('phone_mobile_search', 'like', '0499/223 311')
|
|
]))
|
|
|
|
@users('user_sales_manager')
|
|
def test_phone_mobile_update(self):
|
|
lead = self.env['crm.lead'].create({
|
|
'name': 'Lead 1',
|
|
'country_id': self.env.ref('base.us').id,
|
|
'phone': self.test_phone_data[0],
|
|
})
|
|
self.assertEqual(lead.phone, self.test_phone_data[0])
|
|
self.assertFalse(lead.mobile)
|
|
self.assertEqual(lead.phone_sanitized, self.test_phone_data_sanitized[0])
|
|
|
|
lead.write({'phone': False, 'mobile': self.test_phone_data[1]})
|
|
self.assertFalse(lead.phone)
|
|
self.assertEqual(lead.mobile, self.test_phone_data[1])
|
|
self.assertEqual(lead.phone_sanitized, self.test_phone_data_sanitized[1])
|
|
|
|
lead.write({'phone': self.test_phone_data[1], 'mobile': self.test_phone_data[2]})
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self.assertEqual(lead.phone, self.test_phone_data[1])
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self.assertEqual(lead.mobile, self.test_phone_data[2])
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self.assertEqual(lead.phone_sanitized, self.test_phone_data_sanitized[2])
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# updating country should trigger sanitize computation
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lead.write({'country_id': self.env.ref('base.be').id})
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self.assertEqual(lead.phone, self.test_phone_data[1])
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self.assertEqual(lead.mobile, self.test_phone_data[2])
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self.assertFalse(lead.phone_sanitized)
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