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odoo_source/addons/crm/tests/test_crm_lead.py
T
Thibault Delavallée fff19019de [IMP] crm: make some internal methods private 
PURPOSE

Prepare sales team membership and lead assignment improvements by
reorganizing and cleaning some code bits.

SPECIFICATIONS

Tools methods should be private by default to indicate those are not part of
official convert or merge API for leads. In this commit we make convert and
merge tool methods private, keeping only main API methods public.

LINKS

Task ID-2428882
Prepares Task ID-2086889
COM PR odoo/odoo#64196
ENT PT odoo/enterprise#15610
2021-01-07 11:16:28 +00:00

297 lines
14 KiB
Python
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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.crm.tests.common import TestCrmCommon, INCOMING_EMAIL
from odoo.addons.phone_validation.tools.phone_validation import phone_format
from odoo.tests.common import Form, users
class TestCRMLead(TestCrmCommon):
@classmethod
def setUpClass(cls):
super(TestCRMLead, cls).setUpClass()
cls.country_ref = cls.env.ref('base.be')
cls.test_email = '"Test Email" <test.email@example.com>'
cls.test_phone = '0485112233'
@users('user_sales_leads')
def test_crm_lead_creation_no_partner(self):
lead_data = {
'name': 'Test',
'country_id': self.country_ref.id,
'email_from': self.test_email,
'phone': self.test_phone,
}
lead = self.env['crm.lead'].new(lead_data)
# get the street should not trigger cache miss
lead.street
# Create the lead and the write partner_id = False: country should remain
lead = self.env['crm.lead'].create(lead_data)
self.assertEqual(lead.country_id, self.country_ref, "Country should be set on the lead")
self.assertEqual(lead.email_from, self.test_email)
self.assertEqual(lead.phone, self.test_phone)
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)
@users('user_sales_manager')
def test_crm_lead_creation_partner(self):
lead = self.env['crm.lead'].create({
'name': 'TestLead',
'contact_name': 'Raoulette TestContact',
'email_from': '"Raoulette TestContact" <raoulette@test.example.com>',
})
self.assertEqual(lead.type, 'lead')
self.assertEqual(lead.user_id, self.user_sales_manager)
self.assertEqual(lead.team_id, self.sales_team_1)
self.assertEqual(lead.stage_id, self.stage_team1_1)
self.assertEqual(lead.contact_name, 'Raoulette TestContact')
self.assertEqual(lead.email_from, '"Raoulette TestContact" <raoulette@test.example.com>')
# update to a partner, should udpate address
lead.write({'partner_id': self.contact_1.id})
self.assertEqual(lead.partner_name, self.contact_company_1.name)
self.assertEqual(lead.contact_name, self.contact_1.name)
self.assertEqual(lead.email_from, self.contact_1.email)
self.assertEqual(lead.street, self.contact_1.street)
self.assertEqual(lead.city, self.contact_1.city)
self.assertEqual(lead.zip, self.contact_1.zip)
self.assertEqual(lead.country_id, self.contact_1.country_id)
def test_crm_lead_creation_partner_address(self):
""" Test that an address erases all lead address fields (avoid mixed addresses) """
other_country = self.env.ref('base.fr')
empty_partner = self.env['res.partner'].create({
'name': 'Empty partner',
'country_id': other_country.id,
})
lead_data = {
'name': 'Test',
'street': 'My street',
'street2': 'My street',
'city': 'My city',
'zip': 'test@odoo.com',
'state_id': self.env['res.country.state'].create({
'name': 'My state',
'country_id': self.country_ref.id,
'code': 'MST',
}).id,
'country_id': self.country_ref.id,
}
lead = self.env['crm.lead'].create(lead_data)
lead.partner_id = empty_partner
# PARTNER_ADDRESS_FIELDS_TO_SYNC
self.assertEqual(lead.street, empty_partner.street, "Street should be sync from the Partner")
self.assertEqual(lead.street2, empty_partner.street2, "Street 2 should be sync from the Partner")
self.assertEqual(lead.city, empty_partner.city, "City should be sync from the Partner")
self.assertEqual(lead.zip, empty_partner.zip, "Zip should be sync from the Partner")
self.assertEqual(lead.state_id, empty_partner.state_id, "State should be sync from the Partner")
self.assertEqual(lead.country_id, empty_partner.country_id, "Country should be sync from the Partner")
def test_crm_lead_creation_partner_no_address(self):
""" Test that an empty address on partner does not void its lead values """
empty_partner = self.env['res.partner'].create({
'name': 'Empty partner',
'is_company': True,
'mobile': '123456789',
'title': self.env.ref('base.res_partner_title_mister').id,
'function': 'My function',
})
lead_data = {
'name': 'Test',
'contact_name': 'Test',
'street': 'My street',
'country_id': self.country_ref.id,
'email_from': self.test_email,
'phone': self.test_phone,
'mobile': '987654321',
'website': 'http://mywebsite.org',
}
lead = self.env['crm.lead'].create(lead_data)
lead.partner_id = empty_partner
# SPECIFIC FIELDS
self.assertEqual(lead.contact_name, lead_data['contact_name'], "Contact should remain")
self.assertEqual(lead.email_from, lead_data['email_from'], "Email From should keep its initial value")
self.assertEqual(lead.partner_name, empty_partner.name, "Partner name should be set as contact is a company")
# PARTNER_ADDRESS_FIELDS_TO_SYNC
self.assertEqual(lead.street, lead_data['street'], "Street should remain since partner has no address field set")
self.assertEqual(lead.street2, False, "Street2 should remain since partner has no address field set")
self.assertEqual(lead.country_id, self.country_ref, "Country should remain since partner has no address field set")
self.assertEqual(lead.city, False, "City should remain since partner has no address field set")
self.assertEqual(lead.zip, False, "Zip should remain since partner has no address field set")
self.assertEqual(lead.state_id, self.env['res.country.state'], "State should remain since partner has no address field set")
# PARTNER_FIELDS_TO_SYNC
self.assertEqual(lead.phone, lead_data['phone'], "Phone should keep its initial value")
self.assertEqual(lead.mobile, empty_partner.mobile, "Mobile from partner should be set on the lead")
self.assertEqual(lead.title, empty_partner.title, "Title from partner should be set on the lead")
self.assertEqual(lead.function, empty_partner.function, "Function from partner should be set on the lead")
self.assertEqual(lead.website, lead_data['website'], "Website should keep its initial value")
@users('user_sales_manager')
def test_crm_lead_partner_sync(self):
lead, partner = self.lead_1.with_user(self.env.user), self.contact_2
partner_email, partner_phone = self.contact_2.email, self.contact_2.phone
lead.partner_id = partner
# email & phone must be automatically set on the lead
lead.partner_id = partner
self.assertEqual(lead.email_from, partner_email)
self.assertEqual(lead.phone, partner_phone)
# writing on the lead field must change the partner field
lead.email_from = '"John Zoidberg" <john.zoidberg@test.example.com>'
lead.phone = '+1 202 555 7799'
self.assertEqual(partner.email, '"John Zoidberg" <john.zoidberg@test.example.com>')
self.assertEqual(partner.email_normalized, 'john.zoidberg@test.example.com')
self.assertEqual(partner.phone, '+1 202 555 7799')
# writing on the partner must change the lead values
partner.email = partner_email
partner.phone = '+1 202 555 6666'
self.assertEqual(lead.email_from, partner_email)
self.assertEqual(lead.phone, '+1 202 555 6666')
# resetting lead values also resets partner
lead.email_from, lead.phone = False, False
self.assertFalse(partner.email)
self.assertFalse(partner.email_normalized)
self.assertFalse(partner.phone)
@users('user_sales_manager')
def test_crm_lead_partner_sync_email_phone(self):
""" Specifically test synchronize between a lead and its partner about
phone and email fields. Phone especially has some corner cases due to
automatic formatting (notably with onchange in form view). """
lead, partner = self.lead_1.with_user(self.env.user), self.contact_2
lead_form = Form(lead)
# reset partner phone to a local number
partner_phone, partner_email = '202 555 0999', partner.email
partner_phone_formatted = phone_format(partner_phone, 'US', '1')
partner_phone_sanitized = phone_format(partner_phone, 'US', '1', force_format='E164')
self.assertEqual(partner_phone_formatted, '+1 202-555-0999')
self.assertEqual(partner_phone_sanitized, '+12025550999')
partner.phone = partner_phone
# email & phone must be automatically set on the lead
lead_form.partner_id = partner
self.assertEqual(lead_form.email_from, partner_email)
self.assertEqual(lead_form.phone, partner_phone_formatted)
self.assertFalse(lead_form.ribbon_message)
lead_form.save()
self.assertEqual(partner.phone, partner_phone)
self.assertEqual(lead.phone, partner_phone_formatted)
self.assertEqual(lead.phone_sanitized, partner_phone_sanitized)
# writing on the lead field must change the partner field
new_email = '"John Zoidberg" <john.zoidberg@test.example.com>'
new_email_normalized = 'john.zoidberg@test.example.com'
lead_form.email_from = new_email
self.assertIn('the customer email will', lead_form.ribbon_message)
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.assertIn('the customer email and phone number will', lead_form.ribbon_message)
lead_form.save()
self.assertEqual(partner.email, new_email)
self.assertEqual(partner.email_normalized, new_email_normalized)
self.assertEqual(partner.phone, new_phone_formatted)
# resetting lead values also resets partner
lead_form.email_from, lead_form.phone = False, False
self.assertIn('the customer email and phone number will', lead_form.ribbon_message)
lead_form.save()
self.assertFalse(partner.email)
self.assertFalse(partner.email_normalized)
self.assertFalse(partner.phone)
@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.id)
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_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)
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)
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