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authorstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
committerstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
commit3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch)
treea44932296ef4a9b71d5f010906253d8c53727726 /addons/crm/tests/test_crm_lead_merge.py
parent0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff)
initial commit 2
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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 TestLeadConvertMassCommon
+from odoo.fields import Datetime
+from odoo.tests.common import tagged, users
+
+
+@tagged('lead_manage')
+class TestLeadMerge(TestLeadConvertMassCommon):
+ """ During a mixed merge (involving leads and opps), data should be handled a certain way following their type
+ (m2o, m2m, text, ...). """
+
+ @classmethod
+ def setUpClass(cls):
+ super(TestLeadMerge, cls).setUpClass()
+
+ cls.leads = cls.lead_1 + cls.lead_w_partner + cls.lead_w_contact + cls.lead_w_email + cls.lead_w_partner_company + cls.lead_w_email_lost
+ # reset some assigned users to test salesmen assign
+ (cls.lead_w_partner | cls.lead_w_email_lost).write({
+ 'user_id': False,
+ })
+ cls.lead_w_partner.write({'stage_id': False})
+
+ cls.lead_w_contact.write({'description': 'lead_w_contact'})
+ cls.lead_w_email.write({'description': 'lead_w_email'})
+ cls.lead_1.write({'description': 'lead_1'})
+ cls.lead_w_partner.write({'description': 'lead_w_partner'})
+
+ cls.assign_users = cls.user_sales_manager + cls.user_sales_leads_convert + cls.user_sales_salesman
+
+ def test_initial_data(self):
+ """ Ensure initial data to avoid spaghetti test update afterwards """
+ self.assertFalse(self.lead_1.date_conversion)
+ self.assertEqual(self.lead_1.date_open, Datetime.from_string('2020-01-15 11:30:00'))
+ self.assertEqual(self.lead_1.user_id, self.user_sales_leads)
+ self.assertEqual(self.lead_1.team_id, self.sales_team_1)
+ self.assertEqual(self.lead_1.stage_id, self.stage_team1_1)
+
+ self.assertEqual(self.lead_w_partner.stage_id, self.env['crm.stage'])
+ self.assertEqual(self.lead_w_partner.user_id, self.env['res.users'])
+ self.assertEqual(self.lead_w_partner.team_id, self.sales_team_1)
+
+ self.assertEqual(self.lead_w_partner_company.stage_id, self.stage_team1_1)
+ self.assertEqual(self.lead_w_partner_company.user_id, self.user_sales_manager)
+ self.assertEqual(self.lead_w_partner_company.team_id, self.sales_team_1)
+
+ self.assertEqual(self.lead_w_contact.stage_id, self.stage_gen_1)
+ self.assertEqual(self.lead_w_contact.user_id, self.user_sales_salesman)
+ self.assertEqual(self.lead_w_contact.team_id, self.sales_team_convert)
+
+ self.assertEqual(self.lead_w_email.stage_id, self.stage_gen_1)
+ self.assertEqual(self.lead_w_email.user_id, self.user_sales_salesman)
+ self.assertEqual(self.lead_w_email.team_id, self.sales_team_convert)
+
+ self.assertEqual(self.lead_w_email_lost.stage_id, self.stage_team1_2)
+ self.assertEqual(self.lead_w_email_lost.user_id, self.env['res.users'])
+ self.assertEqual(self.lead_w_email_lost.team_id, self.sales_team_1)
+
+ @users('user_sales_manager')
+ def test_lead_merge_internals(self):
+ """ Test internals of merge wizard. In this test leads are ordered as
+
+ lead_w_contact --lead---seq=30
+ lead_w_email ----lead---seq=3
+ lead_1 ----------lead---seq=1
+ lead_w_partner --lead---seq=False
+ """
+ # ensure initial data
+ self.lead_w_partner_company.action_set_won() # won opps should be excluded
+
+ merge = self.env['crm.merge.opportunity'].with_context({
+ 'active_model': 'crm.lead',
+ 'active_ids': self.leads.ids,
+ 'active_id': False,
+ }).create({
+ 'user_id': self.user_sales_leads_convert.id,
+ })
+ self.assertEqual(merge.team_id, self.sales_team_convert)
+
+ # TDE FIXME: not sure the browse in default get of wizard intended to exlude lost, as it browse ids
+ # and exclude inactive leads, but that's not written anywhere ... intended ??
+ self.assertEqual(merge.opportunity_ids, self.leads - self.lead_w_partner_company - self.lead_w_email_lost)
+ ordered_merge = self.lead_w_contact + self.lead_w_email + self.lead_1 + self.lead_w_partner
+ ordered_merge_description = '\n\n'.join(l.description for l in ordered_merge)
+
+ # merged opportunity: in this test, all input are leads. Confidence is based on stage
+ # sequence -> lead_w_contact has a stage sequence of 30
+ result = merge.action_merge()
+ merge_opportunity = self.env['crm.lead'].browse(result['res_id'])
+ self.assertFalse((ordered_merge - merge_opportunity).exists())
+ self.assertEqual(merge_opportunity, self.lead_w_contact)
+ self.assertEqual(merge_opportunity.type, 'lead')
+ self.assertEqual(merge_opportunity.description, ordered_merge_description)
+ # merged opportunity has updated salesman / team / stage is ok as generic
+ self.assertEqual(merge_opportunity.user_id, self.user_sales_leads_convert)
+ self.assertEqual(merge_opportunity.team_id, self.sales_team_convert)
+ self.assertEqual(merge_opportunity.stage_id, self.stage_gen_1)
+
+ @users('user_sales_manager')
+ def test_lead_merge_mixed(self):
+ """ In case of mix, opportunities are on top, and result is an opportunity
+
+ lead_1 -------------------opp----seq=1
+ lead_w_partner_company ---opp----seq=1 (ID greater)
+ lead_w_contact -----------lead---seq=30
+ lead_w_email -------------lead---seq=3
+ lead_w_partner -----------lead---seq=False
+ """
+ # ensure initial data
+ (self.lead_w_partner_company | self.lead_1).write({'type': 'opportunity'})
+ self.assertEqual(self.lead_w_partner_company.stage_id.sequence, 1)
+ self.assertEqual(self.lead_1.stage_id.sequence, 1)
+
+ merge = self.env['crm.merge.opportunity'].with_context({
+ 'active_model': 'crm.lead',
+ 'active_ids': self.leads.ids,
+ 'active_id': False,
+ }).create({
+ 'team_id': self.sales_team_convert.id,
+ 'user_id': False,
+ })
+ # TDE FIXME: see aa44700dccdc2618e0b8bc94252789264104047c -> no user, no team -> strange
+ merge.write({'team_id': self.sales_team_convert.id})
+
+ # TDE FIXME: not sure the browse in default get of wizard intended to exlude lost, as it browse ids
+ # and exclude inactive leads, but that's not written anywhere ... intended ??
+ self.assertEqual(merge.opportunity_ids, self.leads - self.lead_w_email_lost)
+ ordered_merge = self.lead_w_partner_company + self.lead_w_contact + self.lead_w_email + self.lead_w_partner
+
+ result = merge.action_merge()
+ merge_opportunity = self.env['crm.lead'].browse(result['res_id'])
+ self.assertFalse((ordered_merge - merge_opportunity).exists())
+ self.assertEqual(merge_opportunity, self.lead_1)
+ self.assertEqual(merge_opportunity.type, 'opportunity')
+
+ # merged opportunity has same salesman (not updated in wizard)
+ self.assertEqual(merge_opportunity.user_id, self.user_sales_leads)
+ # TDE FIXME: as same uer_id is enforced, team is updated through onchange and therefore stage
+ self.assertEqual(merge_opportunity.team_id, self.sales_team_convert)
+ # self.assertEqual(merge_opportunity.team_id, self.sales_team_1)
+ # TDE FIXME: BUT team_id is computed after checking stage, based on wizard's team_id
+ self.assertEqual(merge_opportunity.stage_id, self.stage_team_convert_1)