Julien Banken
e86f892a7b
PURPOSE Duplicate lead records are an issue for CRM users To prevent sales representatives from contacting a prospect that: - Already refused an offer from another sales - Already accepted an offer from another sales - Is already discussing with another sales The purpose of this task is to inform the CRM user that there are some possible duplicates for one lead and let the user decide how to handle the case. SPECIFICATION - Add a computed field to count the number of potential duplicates. - Add a stat button on the form view of a lead to display the number of potential duplicates. When the user clicks on it, the leads considered as duplicate will be displayed in a kanban view. - Add a lost ribbon on the kanban view to quickly visualize the lead state since the duplicates can be lost leads. LINKS Task ID : 2151017 closes odoo/odoo#61834 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
171 lines
6.2 KiB
Python
171 lines
6.2 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.tests.common import tagged, users
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@tagged('lead_manage')
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class TestLeadConvert(TestCrmCommon):
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@users('user_sales_manager')
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def test_potential_duplicates(self):
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company = self.env['res.partner'].create({
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'name': 'My company',
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'email': 'mycompany@company.com',
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'is_company': True,
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'street': '57th Street',
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'city': 'New New York',
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'country_id': self.env.ref('base.us').id,
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'zip': '12345',
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})
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partner_1 = self.env['res.partner'].create({
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'name': 'Dave',
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'email': 'dave@odoo.com',
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'mobile': '+1 202 555 0123',
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'phone': False,
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'parent_id': company.id,
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'is_company': False,
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'street': 'Pearl street',
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'city': 'California',
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'country_id': self.env.ref('base.us').id,
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'zip': '95826',
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})
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partner_2 = self.env['res.partner'].create({
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'name': 'Eve',
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'email': 'eve@odoo.com',
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'mobile': '+1 202 555 3210',
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'phone': False,
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'parent_id': company.id,
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'is_company': False,
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'street': 'Wall street',
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'city': 'New York',
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'country_id': self.env.ref('base.us').id,
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'zip': '54321',
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})
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lead_1 = self.env['crm.lead'].create({
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'name': 'Lead 1',
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'type': 'lead',
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'partner_name': 'Alice',
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'email_from': 'alice@odoo.com',
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})
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lead_2 = self.env['crm.lead'].create({
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'name': 'Opportunity 1',
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'type': 'opportunity',
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'email_from': 'alice@odoo.com',
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})
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lead_3 = self.env['crm.lead'].create({
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'name': 'Opportunity 2',
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'type': 'opportunity',
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'email_from': 'alice@odoo.com',
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})
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lead_4 = self.env['crm.lead'].create({
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'name': 'Lead 2',
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'type': 'lead',
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'partner_name': 'Alice Doe'
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})
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lead_5 = self.env['crm.lead'].create({
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'name': 'Opportunity 3',
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'type': 'opportunity',
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'partner_name': 'Alice Doe'
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})
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lead_6 = self.env['crm.lead'].create({
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'name': 'Opportunity 4',
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'type': 'opportunity',
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'partner_name': 'Bob Doe'
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})
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lead_7 = self.env['crm.lead'].create({
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'name': 'Opportunity 5',
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'type': 'opportunity',
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'partner_name': 'Bob Doe',
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'email_from': 'bob@odoo.com',
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})
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lead_8 = self.env['crm.lead'].create({
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'name': 'Opportunity 6',
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'type': 'opportunity',
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'email_from': 'bob@mymail.com',
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})
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lead_9 = self.env['crm.lead'].create({
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'name': 'Opportunity 7',
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'type': 'opportunity',
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'email_from': 'alice@mymail.com',
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})
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lead_10 = self.env['crm.lead'].create({
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'name': 'Opportunity 8',
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'type': 'opportunity',
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'probability': 0,
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'active': False,
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'email_from': 'alice@mymail.com',
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})
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lead_11 = self.env['crm.lead'].create({
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'name': 'Opportunity 9',
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'type': 'opportunity',
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'contact_name': 'charlie'
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})
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lead_12 = self.env['crm.lead'].create({
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'name': 'Opportunity 10',
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'type': 'opportunity',
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'contact_name': 'Charlie Chapelin',
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})
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lead_13 = self.env['crm.lead'].create({
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'name': 'Opportunity 8',
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'type': 'opportunity',
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'partner_id': partner_1.id
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})
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lead_14 = self.env['crm.lead'].create({
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'name': 'Lead 3',
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'type': 'lead',
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'partner_id': partner_2.id
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})
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self.assertEqual(lead_1 + lead_2 + lead_3, lead_1.duplicate_lead_ids)
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self.assertEqual(lead_1 + lead_2 + lead_3, lead_2.duplicate_lead_ids)
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self.assertEqual(lead_1 + lead_2 + lead_3, lead_3.duplicate_lead_ids)
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self.assertEqual(lead_4 + lead_5, lead_4.duplicate_lead_ids)
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self.assertEqual(lead_4 + lead_5, lead_5.duplicate_lead_ids)
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self.assertEqual(lead_6 + lead_7, lead_6.duplicate_lead_ids)
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self.assertEqual(lead_6 + lead_7, lead_7.duplicate_lead_ids)
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self.assertEqual(lead_8 + lead_9 + lead_10, lead_8.duplicate_lead_ids)
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self.assertEqual(lead_8 + lead_9 + lead_10, lead_9.duplicate_lead_ids)
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self.assertEqual(lead_8 + lead_9 + lead_10, lead_10.duplicate_lead_ids)
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self.assertEqual(lead_11 + lead_12, lead_11.duplicate_lead_ids)
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self.assertEqual(lead_12, lead_12.duplicate_lead_ids)
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self.assertEqual(lead_13 + lead_14, lead_13.duplicate_lead_ids)
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self.assertEqual(lead_13 + lead_14, lead_14.duplicate_lead_ids)
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@users('user_sales_manager')
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def test_potential_duplicates_with_invalid_email(self):
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lead_1 = self.env['crm.lead'].create({
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'name': 'Lead 1',
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'type': 'lead',
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'email_from': 'mail"1@mymail.com'
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})
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lead_2 = self.env['crm.lead'].create({
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'name': 'Opportunity 1',
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'type': 'opportunity',
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'email_from': 'mail2@mymail.com'
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})
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lead_3 = self.env['crm.lead'].create({
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'name': 'Opportunity 2',
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'type': 'lead',
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'email_from': 'odoo.com'
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})
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lead_4 = self.env['crm.lead'].create({
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'name': 'Opportunity 3',
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'type': 'opportunity',
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'email_from': 'odoo.com'
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})
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lead_5 = self.env['crm.lead'].create({
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'name': 'Opportunity 3',
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'type': 'opportunity',
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'email_from': 'myodoo.com'
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})
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self.assertEqual(lead_1 + lead_2, lead_1.duplicate_lead_ids)
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self.assertEqual(lead_1 + lead_2, lead_2.duplicate_lead_ids)
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self.assertEqual(lead_3 + lead_4 + lead_5, lead_3.duplicate_lead_ids)
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self.assertEqual(lead_3 + lead_4 + lead_5, lead_4.duplicate_lead_ids)
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self.assertEqual(lead_5, lead_5.duplicate_lead_ids)
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