# -*- coding: utf-8 -*- # Part of Odoo. See LICENSE file for full copyright and licensing details. from unittest.mock import patch from odoo.addons.mail.tests.common import MailCase, mail_new_test_user from odoo.addons.sales_team.tests.common import TestSalesCommon from odoo.fields import Datetime from odoo import tools INCOMING_EMAIL = """Return-Path: {return_path} X-Original-To: {to} Delivered-To: {to} Received: by mail.my.com (Postfix, from userid xxx) id 822ECBFB67; Mon, 24 Oct 2011 07:36:51 +0200 (CEST) X-Spam-Checker-Version: SpamAssassin 3.3.1 (2010-03-16) on mail.my.com X-Spam-Level: X-Spam-Status: No, score=-1.0 required=5.0 tests=ALL_TRUSTED autolearn=ham version=3.3.1 Received: from [192.168.1.146] (Authenticated sender: {email_from}) by mail.customer.com (Postfix) with ESMTPSA id 07A30BFAB4 for <{to}>; Mon, 24 Oct 2011 07:36:50 +0200 (CEST) Message-ID: {msg_id} Date: Mon, 24 Oct 2011 11:06:29 +0530 From: {email_from} User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8 MIME-Version: 1.0 To: {to} Subject: {subject} Content-Type: text/plain; charset=ISO-8859-1; format=flowed Content-Transfer-Encoding: 8bit This is an example email. All sensitive content has been stripped out. ALL GLORY TO THE HYPNOTOAD ! Cheers, Somebody.""" class TestCrmCommon(TestSalesCommon, MailCase): @classmethod def setUpClass(cls): super(TestCrmCommon, cls).setUpClass() cls._init_mail_gateway() cls.sales_team_1.write({ 'alias_name': 'sales.test', 'use_leads': True, 'use_opportunities': True, }) (cls.user_sales_manager | cls.user_sales_leads | cls.user_sales_salesman).write({ 'groups_id': [(4, cls.env.ref('crm.group_use_lead').id)] }) cls.env['crm.stage'].search([]).write({'sequence': 9999}) # ensure search will find test data first cls.stage_team1_1 = cls.env['crm.stage'].create({ 'name': 'New', 'sequence': 1, 'team_id': cls.sales_team_1.id, }) cls.stage_team1_2 = cls.env['crm.stage'].create({ 'name': 'Proposition', 'sequence': 5, 'team_id': cls.sales_team_1.id, }) cls.stage_team1_won = cls.env['crm.stage'].create({ 'name': 'Won', 'sequence': 70, 'team_id': cls.sales_team_1.id, 'is_won': True, }) cls.stage_gen_1 = cls.env['crm.stage'].create({ 'name': 'Generic stage', 'sequence': 3, 'team_id': False, }) cls.stage_gen_won = cls.env['crm.stage'].create({ 'name': 'Generic Won', 'sequence': 30, 'team_id': False, 'is_won': True, }) cls.lead_1 = cls.env['crm.lead'].create({ 'name': 'Nibbler Spacecraft Request', 'type': 'lead', 'user_id': cls.user_sales_leads.id, 'team_id': cls.sales_team_1.id, 'partner_id': False, 'contact_name': 'Amy Wong', 'email_from': 'amy.wong@test.example.com', 'country_id': cls.env.ref('base.us').id, }) # update lead_1: stage_id is not computed anymore by default for leads cls.lead_1.write({ 'stage_id': cls.stage_team1_1.id, }) # create an history for new team cls.lead_team_1_won = cls.env['crm.lead'].create({ 'name': 'Already Won', 'type': 'lead', 'user_id': cls.user_sales_leads.id, 'team_id': cls.sales_team_1.id, }) cls.lead_team_1_won.action_set_won() cls.lead_team_1_lost = cls.env['crm.lead'].create({ 'name': 'Already Won', 'type': 'lead', 'user_id': cls.user_sales_leads.id, 'team_id': cls.sales_team_1.id, }) cls.lead_team_1_lost.action_set_lost() (cls.lead_team_1_won | cls.lead_team_1_lost).flush() # email / phone data cls.test_email_data = [ '"Planet Express" ', '"Philip, J. Fry" ', '"Turanga Leela" ', ] cls.test_email_data_normalized = [ 'planet.express@test.example.com', 'philip.j.fry@test.example.com', 'turanga.leela@test.example.com', ] cls.test_phone_data = [ '+1 202 555 0122', # formatted US number '202 555 0999', # local US number '202 555 0888', # local US number ] cls.test_phone_data_sanitized = [ '+12025550122', '+12025550999', '+12025550888', ] # create some test contact and companies cls.contact_company_1 = cls.env['res.partner'].create({ 'name': 'Planet Express', 'email': cls.test_email_data[0], 'is_company': True, 'street': '57th Street', 'city': 'New New York', 'country_id': cls.env.ref('base.us').id, 'zip': '12345', }) cls.contact_1 = cls.env['res.partner'].create({ 'name': 'Philip J Fry', 'email': cls.test_email_data[1], 'mobile': cls.test_phone_data[0], 'title': cls.env.ref('base.res_partner_title_mister').id, 'function': 'Delivery Boy', 'phone': False, 'parent_id': cls.contact_company_1.id, 'is_company': False, 'street': 'Actually the sewers', 'city': 'New York', 'country_id': cls.env.ref('base.us').id, 'zip': '54321', }) cls.contact_2 = cls.env['res.partner'].create({ 'name': 'Turanga Leela', 'email': cls.test_email_data[2], 'mobile': cls.test_phone_data[1], 'phone': cls.test_phone_data[2], 'parent_id': False, 'is_company': False, 'street': 'Cookieville Minimum-Security Orphanarium', 'city': 'New New York', 'country_id': cls.env.ref('base.us').id, 'zip': '97648', }) def _create_leads_batch(self, lead_type='lead', count=10, partner_ids=None, user_ids=None): """ Helper tool method creating a batch of leads, useful when dealing with batch processes. Please update me. :param string type: 'lead', 'opportunity', 'mixed' (lead then opp), None (depends on configuration); """ types = ['lead', 'opportunity'] leads_data = [{ 'name': 'TestLead_%02d' % (x), 'type': lead_type if lead_type else types[x % 2], 'priority': '%s' % (x % 3), } for x in range(count)] # customer information if partner_ids: for idx, lead_data in enumerate(leads_data): lead_data['partner_id'] = partner_ids[idx % len(partner_ids)] else: for idx, lead_data in enumerate(leads_data): lead_data['email_from'] = tools.formataddr(( 'TestCustomer_%02d' % (idx), 'customer_email_%02d@example.com' % (idx) )) # salesteam information if user_ids: for idx, lead_data in enumerate(leads_data): lead_data['user_id'] = user_ids[idx % len(user_ids)] return self.env['crm.lead'].create(leads_data) def _create_duplicates(self, lead, create_opp=True): """ Helper tool method creating, based on a given lead * a customer (res.partner) based on lead email (to test partner finding) -> FIXME: using same normalized email does not work currently, only exact email works * a lead with same email_from * a lead with same email_normalized (other email_from) * a lead with customer but another email * a lost opportunity with same email_from """ self.customer = self.env['res.partner'].create({ 'name': 'Lead1 Email Customer', 'email': lead.email_from, }) self.lead_email_from = self.env['crm.lead'].create({ 'name': 'Duplicate: same email_from', 'type': 'lead', 'team_id': lead.team_id.id, 'email_from': lead.email_from, }) # self.lead_email_normalized = self.env['crm.lead'].create({ # 'name': 'Duplicate: email_normalize comparison', # 'type': 'lead', # 'team_id': lead.team_id.id, # 'stage_id': lead.stage_id.id, # 'email_from': 'CUSTOMER WITH NAME <%s>' % lead.email_normalized.upper(), # }) self.lead_partner = self.env['crm.lead'].create({ 'name': 'Duplicate: customer ID', 'type': 'lead', 'team_id': lead.team_id.id, 'partner_id': self.customer.id, }) if create_opp: self.opp_lost = self.env['crm.lead'].create({ 'name': 'Duplicate: lost opportunity', 'type': 'opportunity', 'team_id': lead.team_id.id, 'stage_id': lead.stage_id.id, 'email_from': lead.email_from, }) self.opp_lost.action_set_lost() else: self.opp_lost = self.env['crm.lead'] # self.assertEqual(self.lead_email_from.email_normalized, self.lead_email_normalized.email_normalized) # self.assertTrue(lead.email_from != self.lead_email_normalized.email_from) # self.assertFalse(self.opp_lost.active) # new_lead = self.lead_email_from | self.lead_email_normalized | self.lead_partner | self.opp_lost new_leads = self.lead_email_from | self.lead_partner | self.opp_lost new_leads.flush() # compute notably probability return new_leads class TestLeadConvertCommon(TestCrmCommon): @classmethod def setUpClass(cls): super(TestLeadConvertCommon, cls).setUpClass() # Sales Team organization # Role: M (team member) R (team manager) # SALESMAN---------------sales_team_1-----sales_team_convert # admin------------------M----------------/ # user_sales_manager-----R----------------R # user_sales_leads-------M----------------/ # user_sales_salesman----/----------------M # Stages Team organization # Name-------------------ST-------------------Sequ # stage_team1_1----------sales_team_1---------1 # stage_team1_2----------sales_team_1---------5 # stage_team1_won--------sales_team_1---------70 # stage_gen_1------------/--------------------3 # stage_gen_won----------/--------------------30 # stage_team_convert_1---sales_team_convert---1 cls.sales_team_convert = cls.env['crm.team'].create({ 'name': 'Convert Sales Team', 'sequence': 10, 'alias_name': False, 'use_leads': True, 'use_opportunities': True, 'company_id': False, 'user_id': cls.user_sales_manager.id, 'member_ids': [(4, cls.user_sales_salesman.id)], }) cls.stage_team_convert_1 = cls.env['crm.stage'].create({ 'name': 'New', 'sequence': 1, 'team_id': cls.sales_team_convert.id, }) cls.lead_1.write({'date_open': Datetime.from_string('2020-01-15 11:30:00')}) cls.crm_lead_dt_patcher = patch('odoo.addons.crm.models.crm_lead.fields.Datetime', wraps=Datetime) cls.crm_lead_dt_mock = cls.crm_lead_dt_patcher.start() @classmethod def tearDownClass(cls): cls.crm_lead_dt_patcher.stop() super(TestLeadConvertCommon, cls).tearDownClass() class TestLeadConvertMassCommon(TestLeadConvertCommon): @classmethod def setUpClass(cls): super(TestLeadConvertMassCommon, cls).setUpClass() # Sales Team organization # Role: M (team member) R (team manager) # SALESMAN-------------------sales_team_1-----sales_team_convert # admin----------------------M----------------/ # user_sales_manager---------R----------------R # user_sales_leads-----------M----------------/ # user_sales_leads_convert---/----------------M <-- NEW # user_sales_salesman--------/----------------M cls.user_sales_leads_convert = mail_new_test_user( cls.env, login='user_sales_leads_convert', name='Lucien Sales Leads Convert', email='crm_leads_2@test.example.com', company_id=cls.env.ref("base.main_company").id, notification_type='inbox', groups='sales_team.group_sale_salesman_all_leads,base.group_partner_manager,crm.group_use_lead', ) cls.sales_team_convert.write({ 'member_ids': [(4, cls.user_sales_leads_convert.id)] }) cls.lead_w_partner = cls.env['crm.lead'].create({ 'name': 'New1', 'type': 'lead', 'probability': 10, 'user_id': cls.user_sales_manager.id, 'stage_id': False, 'partner_id': cls.contact_1.id, }) cls.lead_w_partner.write({'stage_id': False}) cls.lead_w_partner_company = cls.env['crm.lead'].create({ 'name': 'New1', 'type': 'lead', 'probability': 15, 'user_id': cls.user_sales_manager.id, 'stage_id': cls.stage_team1_1.id, 'partner_id': cls.contact_company_1.id, 'contact_name': 'Hermes Conrad', 'email_from': 'hermes.conrad@test.example.com', }) cls.lead_w_contact = cls.env['crm.lead'].create({ 'name': 'LeadContact', 'type': 'lead', 'probability': 15, 'contact_name': 'TestContact', 'user_id': cls.user_sales_salesman.id, 'stage_id': cls.stage_gen_1.id, }) cls.lead_w_email = cls.env['crm.lead'].create({ 'name': 'LeadEmailAsContact', 'type': 'lead', 'probability': 15, 'email_from': 'contact.email@test.example.com', 'user_id': cls.user_sales_salesman.id, 'stage_id': cls.stage_gen_1.id, }) cls.lead_w_email_lost = cls.env['crm.lead'].create({ 'name': 'Lost', 'type': 'lead', 'probability': 15, 'email_from': 'strange.from@test.example.com', 'user_id': cls.user_sales_leads.id, 'stage_id': cls.stage_team1_2.id, 'active': False, }) (cls.lead_w_partner | cls.lead_w_partner_company | cls.lead_w_contact | cls.lead_w_email | cls.lead_w_email_lost).flush()