Thibault Delavallée
6bacc1cf9b
GLOBAL PURPOSE
Ability to have salesmen belonging to several sales team is a core requirement
of CRM. It is therefore moved from website_crm_score to crm along with cleaning
and behavior improvement. Automatic lead assignment is also moved and cleaned.
SPECIFICATIONS: COMPANY-BASED DOMAINS
Improve support of multi company. Sales team can either be linked to a given
company, either be cross companies (company_id = False). Currently it is easy
to have issues while trying to add users from a companyA to a team belonging
to companyB.
When using mono membership mode
* members are res.users records;
* a domain is added on users to belong either to the team company, either
to all available teams if team has no company;
When using multi membership mode
* members are crm.team.member records;
* a domain is added on user_id field of membership records so that they
belong either to the team company, either to all available teams if team
has no company;
Those domains are implemented using a computed field it is not directly
translatable to a domain. Domain is added directly on field at model level
and include the "avoid shared users" domain leaf.
SPECIFCIATIONS: CHECK_COMPANY
``check_company`` attribute is set on team member allowing to automatically
detect badly configured memberships. Check company is activated on user_id
and team_id fields of crm.team.member model to ensure they match.
LINKS
Task ID-2086889 (main task)
Task ID-2357969 (scoring migration task)
Community PR odoo/odoo#48422
Enterprise PR odoo/enterprise#499
Upgrade PR odoo/upgrade#9966
106 lines
3.9 KiB
Python
106 lines
3.9 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.mail.tests.common import mail_new_test_user
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from odoo.tests.common import TransactionCase
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class TestSalesCommon(TransactionCase):
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@classmethod
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def setUpClass(cls):
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super(TestSalesCommon, cls).setUpClass()
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cls.env['ir.config_parameter'].set_param('sales_team.membership_multi', False)
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# Salesmen organization
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# ------------------------------------------------------------
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# Role: M (team member) R (team manager)
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# SALESMAN---------------sales_team_1
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# admin------------------M-----------
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# user_sales_manager-----R-----------
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# user_sales_leads-------M-----------
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# user_sales_salesman----/-----------
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# Sales teams organization
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# ------------------------------------------------------------
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# SALESTEAM-----------SEQU-----COMPANY
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# sales_team_1--------5--------False
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# data----------------9999-----??
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cls.company_main = cls.env.user.company_id
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cls.user_admin = cls.env.ref('base.user_admin')
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cls.user_sales_manager = mail_new_test_user(
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cls.env, login='user_sales_manager',
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name='Martin Sales Manager', email='crm_manager@test.example.com',
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company_id=cls.company_main.id,
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notification_type='inbox',
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groups='sales_team.group_sale_manager,base.group_partner_manager',
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)
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cls.user_sales_leads = mail_new_test_user(
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cls.env, login='user_sales_leads',
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name='Laetitia Sales Leads', email='crm_leads@test.example.com',
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company_id=cls.company_main.id,
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notification_type='inbox',
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groups='sales_team.group_sale_salesman_all_leads,base.group_partner_manager',
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)
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cls.user_sales_salesman = mail_new_test_user(
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cls.env, login='user_sales_salesman',
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name='Orteil Sales Own', email='crm_salesman@test.example.com',
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company_id=cls.company_main.id,
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notification_type='inbox',
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groups='sales_team.group_sale_salesman',
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)
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cls.user_admin = cls.env.ref('base.user_admin')
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cls.env['crm.team'].search([]).write({'sequence': 9999})
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cls.sales_team_1 = cls.env['crm.team'].create({
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'name': 'Test Sales Team',
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'sequence': 5,
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'company_id': False,
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'user_id': cls.user_sales_manager.id,
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})
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cls.sales_team_1_m1 = cls.env['crm.team.member'].create({
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'user_id': cls.user_sales_leads.id,
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'crm_team_id': cls.sales_team_1.id,
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})
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cls.sales_team_1_m2 = cls.env['crm.team.member'].create({
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'user_id': cls.user_admin.id,
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'crm_team_id': cls.sales_team_1.id,
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})
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class TestSalesMC(TestSalesCommon):
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""" Multi Company / Multi Sales Team environment """
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@classmethod
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def setUpClass(cls):
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""" Teams / Company
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* sales_team_1: False
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* team_c2: company_2
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* team_mc: company_main
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"""
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super(TestSalesMC, cls).setUpClass()
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cls.company_2 = cls.env['res.company'].create({
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'name': 'New Test Company',
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'email': 'company.2@test.example.com',
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'country_id': cls.env.ref('base.fr'),
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})
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cls.team_c2 = cls.env['crm.team'].create({
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'name': 'C2 Team1',
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'sequence': 1,
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'user_id': False,
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'company_id': cls.company_2.id,
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})
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cls.team_mc = cls.env['crm.team'].create({
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'name': 'MainCompany Team',
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'user_id': cls.user_admin.id,
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'sequence': 3,
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'company_id': cls.company_main.id
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})
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# admin and sale manager belong to new company also
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(cls.user_admin | cls.user_sales_manager).write({
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'company_ids': [(4, cls.company_2.id)]
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})
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