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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)
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