Laurent Desausoi
6762590b9d
Currently using a customer with a company set on a lead without company crashes, as it keep a void company on the lead. This is not compatible with the company set on the partner itself. OPW-2805181 Task-2888330 X-original-commit: 51be6cab5c4437ef56de5d1b25c0ba8486d25291 Part-of: odoo/odoo#94493
240 lines
11 KiB
Python
240 lines
11 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 odoo.addons.crm.tests.common import TestCrmCommon
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from odoo.exceptions import AccessError, UserError
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from odoo.tests import Form, tagged
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from odoo.tests.common import users
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@tagged('multi_company')
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class TestCRMLeadMultiCompany(TestCrmCommon):
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@classmethod
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def setUpClass(cls):
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super(TestCRMLeadMultiCompany, cls).setUpClass()
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cls._activate_multi_company()
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def test_initial_data(self):
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""" Ensure global data for those tests to avoid unwanted side effects """
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self.assertFalse(self.sales_team_1.company_id)
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self.assertEqual(self.user_sales_manager_mc.company_id, self.company_2)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation(self):
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""" Test lead company computation depending on various parameters. Check
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the company is set from the team_id or from the env if there is no team.
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No responsible, no team, should not limit company. """
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# Lead with falsy values are kept
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lead_no_team = self.env['crm.lead'].create({
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'name': 'L1',
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'team_id': False,
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'user_id': False,
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})
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self.assertFalse(lead_no_team.company_id)
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self.assertFalse(lead_no_team.team_id)
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self.assertFalse(lead_no_team.user_id)
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# Lead with team with company sets company
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lead_team_c2 = self.env['crm.lead'].create({
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'name': 'L2',
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'team_id': self.team_company2.id,
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'user_id': False,
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})
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self.assertEqual(lead_team_c2.company_id, self.company_2)
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self.assertFalse(lead_team_c2.user_id)
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# Update team wo company: reset lead company also
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lead_team_c2.team_id = self.sales_team_1
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self.assertFalse(lead_team_c2.company_id)
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# Lead with global team has no company
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lead_team_no_company = self.env['crm.lead'].create({
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'name': 'No company',
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'team_id': self.sales_team_1.id,
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'user_id': False,
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})
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self.assertFalse(lead_no_team.company_id)
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# Update team w company updates company
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lead_team_no_company.team_id = self.team_company2
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self.assertEqual(lead_team_no_company.company_id, self.company_2)
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self.assertEqual(lead_team_no_company.team_id, self.team_company2)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation_env_team_norestrict(self):
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""" Check that the computed company is the one coming from the team even
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when it's not in self.env.companies. This may happen when running the
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Lead Assignment task. """
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LeadUnsyncCids = self.env['crm.lead'].with_context(allowed_company_ids=[self.company_main.id])
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self.assertEqual(LeadUnsyncCids.env.company, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.companies, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.user.company_id, self.company_2)
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# multicompany raises if trying to create manually
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with self.assertRaises(AccessError):
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lead = LeadUnsyncCids.create({
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'name': 'My Lead MC',
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'team_id': self.team_company2.id
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})
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# simulate auto-creation through sudo (assignment-like)
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lead = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC',
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'team_id': self.team_company2.id,
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})
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self.assertEqual(lead.company_id, self.company_2)
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self.assertEqual(lead.team_id, self.team_company2)
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self.assertEqual(lead.user_id, self.user_sales_manager_mc)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation_env_user_restrict(self):
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""" Check that the computed company is allowed (aka in self.env.companies).
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User is logged in company_main even their default default company is
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company_2. """
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LeadUnsyncCids = self.env['crm.lead'].with_context(allowed_company_ids=[self.company_main.id])
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self.assertEqual(LeadUnsyncCids.env.company, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.companies, self.company_main)
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self.assertEqual(LeadUnsyncCids.env.user.company_id, self.company_2)
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# simulate auto-creation through sudo (assignment-like)
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lead = LeadUnsyncCids.sudo().create({
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'name': 'My Lead MC',
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})
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self.assertFalse(lead.company_id,
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'Lead: due to MC rule, avoid setting a company when it would cause crashes')
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self.assertEqual(lead.team_id, self.sales_team_1,
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'Lead: due to MC rule, took first availability in other company')
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self.assertEqual(lead.user_id, self.user_sales_manager_mc)
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# manual creation
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lead = LeadUnsyncCids.create({
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'name': 'My Lead MC',
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})
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self.assertFalse(lead.company_id,
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'Lead: due to MC rule, avoid setting a company when it would cause crashes')
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self.assertEqual(lead.team_id, self.sales_team_1)
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self.assertEqual(lead.user_id, self.user_sales_manager_mc)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_computation_partner_restrict(self):
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""" Check company on partner limits the company on lead. As contacts may
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be separated by company, lead with a partner should be limited to that
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company. """
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partner_c2 = self.partner_c2.with_env(self.env)
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self.assertEqual(partner_c2.company_id, self.company_2)
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lead = self.env['crm.lead'].create({
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'partner_id': partner_c2.id,
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'name': 'MC Partner, no company lead',
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'user_id': False,
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'team_id': False,
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})
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self.assertEqual(lead.company_id, self.company_2)
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partner_main = self.env['res.partner'].create({
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'company_id': self.company_main.id,
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'email': 'partner_main@multicompany.example.com',
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'name': 'Customer for Main',
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})
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lead.write({'partner_id': partner_main})
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self.assertEqual(lead.company_id, self.company_main)
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# writing current user on lead would imply putting its team and team's company
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# on lead (aka self.company_2), and this clashes with company restriction on
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# customer
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with self.assertRaises(UserError):
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lead.write({
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'user_id': self.env.user,
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})
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@users('user_sales_manager_mc')
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def test_lead_mc_company_form(self):
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""" Test lead company computation using form view """
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crm_lead_form = Form(self.env['crm.lead'])
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crm_lead_form.name = "Test Lead"
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# default values: current user, its team and therefore its company
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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self.assertEqual(crm_lead_form.user_id, self.user_sales_manager_mc)
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self.assertEqual(crm_lead_form.team_id, self.team_company2)
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# remove user, team only
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crm_lead_form.user_id = self.env['res.users']
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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self.assertEqual(crm_lead_form.user_id, self.env['res.users'])
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self.assertEqual(crm_lead_form.team_id, self.team_company2)
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# remove team, user only
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crm_lead_form.user_id = self.user_sales_manager_mc
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crm_lead_form.team_id = self.env['crm.team']
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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self.assertEqual(crm_lead_form.user_id, self.user_sales_manager_mc)
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self.assertEqual(crm_lead_form.team_id, self.env['crm.team'])
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# remove both: void company to ease assignment
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crm_lead_form.user_id = self.env['res.users']
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self.assertEqual(crm_lead_form.company_id, self.env['res.company'])
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self.assertEqual(crm_lead_form.user_id, self.env['res.users'])
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self.assertEqual(crm_lead_form.team_id, self.env['crm.team'])
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# force company manually
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crm_lead_form.company_id = self.company_2
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lead = crm_lead_form.save()
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# user_sales_manager cannot read it due to MC rules
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with self.assertRaises(AccessError):
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lead.with_user(self.user_sales_manager).read(['name'])
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@users('user_sales_manager_mc')
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def test_lead_mc_company_form_progressives_setup(self):
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""" Specific bug reported at Task-2520276. Flow
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0) The sales team have no company set
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1) Create a lead without a user_id and a team_id
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2) Assign a team to the lead
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3) Assign a user_id
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Goal: if no company is set on the sales team the lead at step 2 should
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not have any company_id set. Previous behavior
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1) set the company of the env.user
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2) Keep the company of the lead
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3) set the user company if the current company is not one of the allowed company of the user
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Wanted behavior
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1) leave the company empty
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2) set the company of the team even if it's False (so erase the company if the team has no company set)
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3) set the user company if the current company is not one of the allowed company of the user
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"""
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lead = self.env['crm.lead'].create({
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'name': 'Test Progressive Setup',
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'user_id': False,
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'team_id': False,
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})
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crm_lead_form = Form(lead)
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self.assertEqual(crm_lead_form.company_id, self.env['res.company'])
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crm_lead_form.team_id = self.sales_team_1
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self.assertEqual(crm_lead_form.company_id, self.env['res.company'])
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crm_lead_form.user_id = self.env.user
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# self.assertEqual(crm_lead_form.company_id, self.env['res.company']) # FIXME
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self.assertEqual(crm_lead_form.company_id, self.company_2)
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@users('user_sales_manager_mc')
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def test_lead_mc_company_form_w_partner_id(self):
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""" Test lead company computation with partner having a company. """
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partner_c2 = self.partner_c2.with_env(self.env)
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crm_lead_form = Form(self.env['crm.lead'])
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crm_lead_form.name = "Test Lead"
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crm_lead_form.user_id = self.user_sales_manager_mc
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crm_lead_form.partner_id = partner_c2
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self.assertEqual(crm_lead_form.company_id, self.company_2, 'Crm: company comes from sales')
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self.assertEqual(crm_lead_form.team_id, self.team_company2, 'Crm: team comes from sales')
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# reset sales: should not reset company, as partner constrains it
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crm_lead_form.team_id = self.env['crm.team']
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crm_lead_form.user_id = self.env['res.users']
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# ensuring that company_id is not overwritten when the salesperson becomes empty (w\o any team_id)
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self.assertEqual(crm_lead_form.company_id, self.company_2, 'Crm: company comes from partner')
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