# -*- 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)