Files
odoo_source/addons/crm/tests/test_crm_lead_assignment.py
T
Thibault Delavallée 79e3636b71 [IMP] crm: split results-oriented from perf-oriented assign tests
Purpose is to split assign tests related to results (leads being assigned,
with deduplication, compared to team and member domains) from tests related
to performance (query counters).

Assign process is a random process: randomizing teams leads to searching,
assigning and de-duplicating leads in various order. As a lot of search
are implied during assign process query counters may vary from run to run.
"Heavy" performance test included here ranged from 6K to 6.3K queries. Either
we set high counters maximum which makes those tests less useful. Either we
avoid random if possible which is what we decided to do by setting the seed
of random in tests.

SPECIFICATIONS

For results oriented tests remove query counters. Those tests should simply
ensure results of assign process, notably that even with random choice between
team and users we always have leads assigned with right domain and counts.

For performance oriented tests using query counters set random seed to have
a reproducible scenario and have less random in query counters.

LINKS

Task ID-2446759 (lead merge priority field management)
Task ID-2446883 (query counters fix)
PR odoo/odoo#65016
2021-01-29 08:55:23 +00:00

262 lines
12 KiB
Python

# -*- 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