# -*- coding: utf-8 -*- # Part of Odoo. See LICENSE file for full copyright and licensing details. from datetime import datetime from freezegun import freeze_time from unittest.mock import patch from odoo import fields from odoo.addons.base.tests.test_format_address_mixin import FormatAddressCase from odoo.addons.crm.models.crm_lead import PARTNER_FIELDS_TO_SYNC, PARTNER_ADDRESS_FIELDS_TO_SYNC from odoo.addons.crm.tests.common import TestCrmCommon, INCOMING_EMAIL from odoo.addons.mail.tests.mail_tracking_duration_mixin_case import MailTrackingDurationMixinCase from odoo.addons.phone_validation.tools.phone_validation import phone_format from odoo.exceptions import UserError from odoo.tests import Form, tagged, users from odoo.tools import mute_logger @tagged('lead_internals') class TestCRMLead(TestCrmCommon): @classmethod def setUpClass(cls): super(TestCRMLead, cls).setUpClass() cls.country_ref = cls.env.ref('base.be') cls.test_email = '"Test Email" ' cls.test_phone = '0485112233' def assertLeadAddress(self, lead, street, street2, city, lead_zip, state, country): self.assertEqual(lead.street, street) self.assertEqual(lead.street2, street2) self.assertEqual(lead.city, city) self.assertEqual(lead.zip, lead_zip) self.assertEqual(lead.state_id, state) self.assertEqual(lead.country_id, country) @users('user_sales_leads') def test_crm_lead_contact_fields_mixed(self): """ Test mixed configuration from partner: both user input and coming from partner, in order to ensure we do not loose information or make it incoherent. """ lead_data = { 'name': 'TestMixed', 'partner_id': self.contact_1.id, # address 'country_id': self.country_ref.id, # other contact fields 'function': 'Parmesan Rappeur', 'lang_id': self.lang_fr.id, # specific contact fields 'email_from': self.test_email, 'phone': self.test_phone, } lead = self.env['crm.lead'].create(lead_data) # classic self.assertEqual(lead.name, "TestMixed") # address self.assertLeadAddress(lead, False, False, False, False, self.env['res.country.state'], self.country_ref) # other contact fields for fname in set(PARTNER_FIELDS_TO_SYNC) - set(['function', 'lang']): self.assertEqual(lead[fname], self.contact_1[fname], 'No user input -> take from contact for field %s' % fname) self.assertEqual(lead.function, 'Parmesan Rappeur', 'User input should take over partner value') self.assertEqual(lead.lang_id, self.lang_fr) # specific contact fields self.assertEqual(lead.partner_name, self.contact_company_1.name) self.assertEqual(lead.contact_name, self.contact_1.name) self.assertEqual(lead.email_from, self.test_email) self.assertEqual(lead.phone, self.test_phone) # update a single address fields -> only those are updated lead.write({'street': 'Super Street', 'city': 'Super City'}) self.assertLeadAddress(lead, 'Super Street', False, 'Super City', False, self.env['res.country.state'], self.country_ref) # change partner -> whole address updated lead.write({'partner_id': self.contact_company_1.id}) for fname in PARTNER_ADDRESS_FIELDS_TO_SYNC: self.assertEqual(lead[fname], self.contact_company_1[fname]) self.assertEqual(self.contact_company_1.lang, self.lang_en.code) self.assertEqual(lead.lang_id, self.lang_en) @users('user_sales_leads') def test_crm_lead_creation_no_partner(self): lead_data = { 'name': 'Test', 'country_id': self.country_ref.id, 'email_from': self.test_email, 'phone': self.test_phone, } lead = self.env['crm.lead'].new(lead_data) # get the street should not trigger cache miss lead.street # Create the lead and the write partner_id = False: country should remain lead = self.env['crm.lead'].create(lead_data) self.assertEqual(lead.country_id, self.country_ref, "Country should be set on the lead") self.assertEqual(lead.email_from, self.test_email) self.assertEqual(lead.phone, self.test_phone) lead.partner_id = False self.assertEqual(lead.country_id, self.country_ref, "Country should still be set on the lead") self.assertEqual(lead.email_from, self.test_email) self.assertEqual(lead.phone, self.test_phone) @users('user_sales_manager') def test_crm_lead_creation_partner(self): lead = self.env['crm.lead'].create({ 'name': 'TestLead', 'contact_name': 'Raoulette TestContact', 'email_from': '"Raoulette TestContact" ', }) self.assertEqual(lead.type, 'lead') self.assertEqual(lead.user_id, self.user_sales_manager) self.assertEqual(lead.team_id, self.sales_team_1) self.assertEqual(lead.stage_id, self.stage_team1_1) self.assertEqual(lead.contact_name, 'Raoulette TestContact') self.assertEqual(lead.email_from, '"Raoulette TestContact" ') self.assertEqual(self.contact_1.lang, self.env.user.lang) # update to a partner, should udpate address lead.write({'partner_id': self.contact_1.id}) self.assertEqual(lead.partner_name, self.contact_company_1.name) self.assertEqual(lead.contact_name, self.contact_1.name) self.assertEqual(lead.email_from, self.contact_1.email) self.assertEqual(lead.street, self.contact_1.street) self.assertEqual(lead.city, self.contact_1.city) self.assertEqual(lead.zip, self.contact_1.zip) self.assertEqual(lead.country_id, self.contact_1.country_id) self.assertEqual(lead.lang_id.code, self.contact_1.lang) @users('user_sales_manager') def test_crm_lead_creation_partner_address(self): """ Test that an address erases all lead address fields (avoid mixed addresses) """ other_country = self.env.ref('base.fr') empty_partner = self.env['res.partner'].create({ 'name': 'Empty partner', 'country_id': other_country.id, }) lead_data = { 'name': 'Test', 'street': 'My street', 'street2': 'My street', 'city': 'My city', 'zip': 'test@odoo.com', 'state_id': self.env['res.country.state'].create({ 'name': 'My state', 'country_id': self.country_ref.id, 'code': 'MST', }).id, 'country_id': self.country_ref.id, } lead = self.env['crm.lead'].create(lead_data) lead.partner_id = empty_partner # PARTNER_ADDRESS_FIELDS_TO_SYNC self.assertEqual(lead.street, empty_partner.street, "Street should be sync from the Partner") self.assertEqual(lead.street2, empty_partner.street2, "Street 2 should be sync from the Partner") self.assertEqual(lead.city, empty_partner.city, "City should be sync from the Partner") self.assertEqual(lead.zip, empty_partner.zip, "Zip should be sync from the Partner") self.assertEqual(lead.state_id, empty_partner.state_id, "State should be sync from the Partner") self.assertEqual(lead.country_id, empty_partner.country_id, "Country should be sync from the Partner") @users('user_sales_manager') def test_crm_lead_creation_partner_company(self): """ Test lead / partner synchronization involving company details """ # Test that partner_name (company name) is the partner name if partner is company lead = self.env['crm.lead'].create({ 'name': 'TestLead', 'partner_id': self.contact_company.id, }) self.assertEqual(lead.contact_name, False, "Lead contact name should be Falsy when dealing with companies") self.assertEqual(lead.partner_name, self.contact_company.name, "Lead company name should be set to partner name if partner is a company") # Test that partner_name (company name) is the partner company name if partner is an individual self.contact_company.write({'is_company': False}) lead = self.env['crm.lead'].create({ 'name': 'TestLead', 'partner_id': self.contact_company.id, }) self.assertEqual(lead.contact_name, self.contact_company.name, "Lead contact name should be set to partner name if partner is not a company") self.assertEqual(lead.partner_name, self.contact_company.company_name, "Lead company name should be set to company name if partner is not a company") @users('user_sales_manager') def test_crm_lead_creation_partner_no_address(self): """ Test that an empty address on partner does not void its lead values """ empty_partner = self.env['res.partner'].create({ 'name': 'Empty partner', 'is_company': True, 'lang': 'en_US', 'mobile': '123456789', 'title': self.env.ref('base.res_partner_title_mister').id, 'function': 'My function', }) lead_data = { 'name': 'Test', 'contact_name': 'Test', 'street': 'My street', 'country_id': self.country_ref.id, 'email_from': self.test_email, 'phone': self.test_phone, 'mobile': '987654321', 'website': 'http://mywebsite.org', } lead = self.env['crm.lead'].create(lead_data) lead.partner_id = empty_partner # SPECIFIC FIELDS self.assertEqual(lead.contact_name, lead_data['contact_name'], "Contact should remain") self.assertEqual(lead.email_from, lead_data['email_from'], "Email From should keep its initial value") self.assertEqual(lead.partner_name, empty_partner.name, "Partner name should be set as contact is a company") # PARTNER_ADDRESS_FIELDS_TO_SYNC self.assertEqual(lead.street, lead_data['street'], "Street should remain since partner has no address field set") self.assertEqual(lead.street2, False, "Street2 should remain since partner has no address field set") self.assertEqual(lead.country_id, self.country_ref, "Country should remain since partner has no address field set") self.assertEqual(lead.city, False, "City should remain since partner has no address field set") self.assertEqual(lead.zip, False, "Zip should remain since partner has no address field set") self.assertEqual(lead.state_id, self.env['res.country.state'], "State should remain since partner has no address field set") # PARTNER_FIELDS_TO_SYNC self.assertEqual(lead.lang_id, self.lang_en) self.assertEqual(lead.phone, lead_data['phone'], "Phone should keep its initial value") self.assertEqual(lead.mobile, empty_partner.mobile, "Mobile from partner should be set on the lead") self.assertEqual(lead.title, empty_partner.title, "Title from partner should be set on the lead") self.assertEqual(lead.function, empty_partner.function, "Function from partner should be set on the lead") self.assertEqual(lead.website, lead_data['website'], "Website should keep its initial value") @users('user_sales_manager') def test_crm_lead_create_pipe_data(self): """ Test creation pipe data: user, team, stage, depending on some default configuration. """ # gateway-like creation: no user, no team, generic stage lead = self.env['crm.lead'].with_context(default_user_id=False).create({ 'name': 'Test', 'contact_name': 'Test Contact', 'email_from': self.test_email, 'phone': self.test_phone, }) self.assertEqual(lead.user_id, self.env['res.users']) self.assertEqual(lead.team_id, self.env['crm.team']) self.assertEqual(lead.stage_id, self.stage_gen_1) # pipe creation: current user's best team and default stage lead = self.env['crm.lead'].create({ 'name': 'Test', 'contact_name': 'Test Contact', 'email_from': self.test_email, 'phone': self.test_phone, }) self.assertEqual(lead.user_id, self.user_sales_manager) self.assertEqual(lead.team_id, self.sales_team_1) self.assertEqual(lead.stage_id, self.stage_team1_1) @users('user_sales_manager') def test_crm_lead_currency_sync(self): lead_company = self.env['res.company'].sudo().create({ 'name': 'EUR company', 'currency_id': self.env.ref('base.EUR').id, }) lead = self.env['crm.lead'].with_company(lead_company).create({ 'name': 'Lead 1', 'company_id': lead_company.id }) self.assertEqual(lead.company_currency, self.env.ref('base.EUR')) lead_company.currency_id = self.env.ref('base.CHF') lead.update({'company_id': False}) self.assertEqual(lead.company_currency, self.env.ref('base.CHF')) @users('user_sales_manager') def test_crm_lead_date_closed(self): # Test for one won lead stage_team1_won2 = self.env['crm.stage'].create({ 'name': 'Won2', 'sequence': 75, 'team_id': self.sales_team_1.id, 'is_won': True, }) won_lead = self.lead_team_1_won.with_env(self.env) other_lead = self.lead_1.with_env(self.env) old_date_closed = won_lead.date_closed self.assertTrue(won_lead.date_closed) self.assertFalse(other_lead.date_closed) # multi update leads = won_lead + other_lead with freeze_time('2020-02-02 18:00'): leads.stage_id = stage_team1_won2 self.assertEqual(won_lead.date_closed, old_date_closed, 'Should not change date') self.assertEqual(other_lead.date_closed, datetime(2020, 2, 2, 18, 0, 0)) # back to open stage leads.write({'stage_id': self.stage_team1_2.id}) self.assertFalse(won_lead.date_closed) self.assertFalse(other_lead.date_closed) # close with lost with freeze_time('2020-02-02 18:00'): leads.action_set_lost() self.assertEqual(won_lead.date_closed, datetime(2020, 2, 2, 18, 0, 0)) self.assertEqual(other_lead.date_closed, datetime(2020, 2, 2, 18, 0, 0)) @users('user_sales_leads') @freeze_time("2012-01-14") def test_crm_lead_lost_date_closed(self): lead = self.lead_1.with_env(self.env) self.assertFalse(lead.date_closed, "Initially, closed date is not set") # Mark the lead as lost lead.action_set_lost() self.assertEqual(lead.date_closed, datetime.now(), "Closed date is updated after marking lead as lost") @users('user_sales_manager') def test_crm_lead_meeting_display_fields(self): lead = self.env['crm.lead'].create({'name': 'Lead With Meetings'}) meeting_1, meeting_2, meeting_3 = self.env['calendar.event'].create([{ 'name': 'Meeting 1 of Lead', 'opportunity_id': lead.id, 'start': '2022-07-12 08:00:00', 'stop': '2022-07-12 10:00:00', }, { 'name': 'Meeting 2 of Lead', 'opportunity_id': lead.id, 'start': '2022-07-14 08:00:00', 'stop': '2022-07-14 10:00:00', }, { 'name': 'Meeting 3 of Lead', 'opportunity_id': lead.id, 'start': '2022-07-15 08:00:00', 'stop': '2022-07-15 10:00:00', }]) with freeze_time('2022-07-13 11:00:00'): self.assertEqual(lead.meeting_display_date, fields.Date.from_string('2022-07-14')) self.assertEqual(lead.meeting_display_label, 'Next Meeting') (meeting_2 | meeting_3).unlink() self.assertEqual(lead.meeting_display_date, fields.Date.from_string('2022-07-12')) self.assertEqual(lead.meeting_display_label, 'Last Meeting') meeting_1.unlink() self.assertFalse(lead.meeting_display_date) self.assertEqual(lead.meeting_display_label, 'No Meeting') @users('user_sales_manager') def test_crm_lead_partner_sync(self): lead, partner = self.lead_1.with_user(self.env.user), self.contact_2 partner_email, partner_phone = self.contact_2.email, self.contact_2.phone lead.partner_id = partner # email & phone must be automatically set on the lead lead.partner_id = partner self.assertEqual(lead.email_from, partner_email) self.assertEqual(lead.phone, partner_phone) # writing on the lead field must change the partner field lead.email_from = '"John Zoidberg" ' lead.phone = '+1 202 555 7799' self.assertEqual(partner.email, '"John Zoidberg" ') self.assertEqual(partner.email_normalized, 'john.zoidberg@test.example.com') self.assertEqual(partner.phone, '+1 202 555 7799') # writing on the partner must change the lead values partner.email = partner_email partner.phone = '+1 202 555 6666' self.assertEqual(lead.email_from, partner_email) self.assertEqual(lead.phone, '+1 202 555 6666') # resetting lead values should not reset partner: voiding lead info (because # of some reasons) should not prevent from using the contact in other records lead.email_from, lead.phone = False, False self.assertFalse(lead.email_from) self.assertFalse(lead.phone) self.assertEqual(partner.email, partner_email) self.assertEqual(partner.phone, '+1 202 555 6666') @users('user_sales_manager') def test_crm_lead_partner_sync_email_phone(self): """ Specifically test synchronize between a lead and its partner about phone and email fields. Phone especially has some corner cases due to automatic formatting (notably with onchange in form view). """ lead, partner = self.lead_1.with_user(self.env.user), self.contact_2 # This is a type == 'lead', not a type == 'opportunity' # {'invisible': ['|', ('type', '=', 'opportunity'), ('is_partner_visible', '=', False)]} # lead.is_partner_visible = bool(lead.type == 'opportunity' or lead.partner_id or is_debug_mode) # Hence, debug mode required for `partner_id` to be visible with self.debug_mode(): lead_form = Form(lead) # reset partner phone to a local number and prepare formatted / sanitized values partner_phone, partner_mobile = self.test_phone_data[2], self.test_phone_data[1] partner_phone_formatted = phone_format(partner_phone, 'US', '1', force_format='INTERNATIONAL') partner_phone_sanitized = phone_format(partner_phone, 'US', '1', force_format='E164') partner_mobile_formatted = phone_format(partner_mobile, 'US', '1', force_format='INTERNATIONAL') partner_mobile_sanitized = phone_format(partner_mobile, 'US', '1', force_format='E164') partner_email, partner_email_normalized = self.test_email_data[2], self.test_email_data_normalized[2] self.assertEqual(partner_phone_formatted, '+1 202-555-0888') self.assertEqual(partner_phone_sanitized, self.test_phone_data_sanitized[2]) self.assertEqual(partner_mobile_formatted, '+1 202-555-0999') self.assertEqual(partner_mobile_sanitized, self.test_phone_data_sanitized[1]) # ensure initial data self.assertEqual(partner.phone, partner_phone) self.assertEqual(partner.mobile, partner_mobile) self.assertEqual(partner.email, partner_email) # LEAD/PARTNER SYNC: email and phone are propagated to lead # as well as mobile (who does not trigger the reverse sync) lead_form.partner_id = partner self.assertEqual(lead_form.email_from, partner_email) self.assertEqual(lead_form.phone, partner_phone_formatted, 'Lead: form automatically formats numbers') self.assertEqual(lead_form.mobile, partner_mobile_formatted, 'Lead: form automatically formats numbers') self.assertFalse(lead_form.partner_email_update) self.assertFalse(lead_form.partner_phone_update) lead_form.save() self.assertEqual(partner.phone, partner_phone, 'Lead / Partner: partner values sent to lead') self.assertEqual(lead.email_from, partner_email, 'Lead / Partner: partner values sent to lead') self.assertEqual(lead.email_normalized, partner_email_normalized, 'Lead / Partner: equal emails should lead to equal normalized emails') self.assertEqual(lead.phone, partner_phone_formatted, 'Lead / Partner: partner values (formatted) sent to lead') self.assertEqual(lead.mobile, partner_mobile_formatted, 'Lead / Partner: partner values (formatted) sent to lead') self.assertEqual(lead.phone_sanitized, partner_mobile_sanitized, 'Lead: phone_sanitized computed field on mobile') # for email_from, if only formatting differs, warning should not appear and # email on partner should not be updated lead_form.email_from = '"Hermes Conrad" <%s>' % partner_email_normalized self.assertFalse(lead_form.partner_email_update) lead_form.save() self.assertEqual(partner.email, partner_email) # for phone, if only formatting differs, warning should not appear and # phone on partner should not be updated lead_form.phone = partner_phone_sanitized self.assertFalse(lead_form.partner_phone_update) lead_form.save() self.assertEqual(partner.phone, partner_phone) # LEAD/PARTNER SYNC: lead updates partner new_email = '"John Zoidberg" ' new_email_normalized = 'john.zoidberg@test.example.com' lead_form.email_from = new_email self.assertTrue(lead_form.partner_email_update) new_phone = '+1 202 555 7799' new_phone_formatted = phone_format(new_phone, 'US', '1', force_format="INTERNATIONAL") lead_form.phone = new_phone self.assertEqual(lead_form.phone, new_phone_formatted) self.assertTrue(lead_form.partner_email_update) self.assertTrue(lead_form.partner_phone_update) lead_form.save() self.assertEqual(partner.email, new_email) self.assertEqual(partner.email_normalized, new_email_normalized) self.assertEqual(partner.phone, new_phone_formatted) # LEAD/PARTNER SYNC: mobile does not update partner new_mobile = '+1 202 555 6543' new_mobile_formatted = phone_format(new_mobile, 'US', '1', force_format="INTERNATIONAL") lead_form.mobile = new_mobile lead_form.save() self.assertEqual(lead.mobile, new_mobile_formatted) self.assertEqual(partner.mobile, partner_mobile) # LEAD/PARTNER SYNC: resetting lead values should not reset partner # # voiding lead info (because of some reasons) should not prevent # # from using the contact in other records lead_form.email_from, lead_form.phone, lead.mobile = False, False, False self.assertFalse(lead_form.partner_email_update) self.assertFalse(lead_form.partner_phone_update) lead_form.save() self.assertEqual(partner.email, new_email) self.assertEqual(partner.email_normalized, new_email_normalized) self.assertEqual(partner.phone, new_phone_formatted) self.assertFalse(lead.phone) self.assertFalse(lead.mobile) self.assertFalse(lead.phone_sanitized) self.assertEqual(partner.mobile, partner_mobile) # if SMS is uninstalled, phone_sanitized is not available on partner if 'phone_sanitized' in partner: self.assertEqual(partner.phone_sanitized, partner_mobile_sanitized, 'Partner sanitized should be computed on mobile') @users('user_sales_manager') def test_crm_lead_partner_sync_email_phone_corner_cases(self): """ Test corner cases of email and phone sync (False versus '', formatting differences, wrong input, ...) """ test_email = 'amy.wong@test.example.com' lead = self.lead_1.with_user(self.env.user) lead.write({'phone': False}) # reset phone to start with all Falsy values contact = self.env['res.partner'].create({ 'name': 'NoContact Partner', 'phone': '', 'email': '', 'mobile': '', }) # This is a type == 'lead', not a type == 'opportunity' # {'invisible': ['|', ('type', '=', 'opportunity'), ('is_partner_visible', '=', False)]} # lead.is_partner_visible = bool(lead.type == 'opportunity' or lead.partner_id or is_debug_mode) # Hence, debug mode required for `partner_id` to be visible with self.debug_mode(): lead_form = Form(lead) self.assertEqual(lead_form.email_from, test_email) self.assertFalse(lead_form.partner_email_update) self.assertFalse(lead_form.partner_phone_update) # email: False versus empty string lead_form.partner_id = contact self.assertTrue(lead_form.partner_email_update) self.assertFalse(lead_form.partner_phone_update) lead_form.email_from = '' self.assertFalse(lead_form.partner_email_update) lead_form.email_from = False self.assertFalse(lead_form.partner_email_update) # phone: False versus empty string lead_form.phone = '+1 202-555-0888' self.assertFalse(lead_form.partner_email_update) self.assertTrue(lead_form.partner_phone_update) lead_form.phone = '' self.assertFalse(lead_form.partner_phone_update) lead_form.phone = False self.assertFalse(lead_form.partner_phone_update) # email/phone: formatting should not trigger ribbon lead.write({ 'email_from': '"My Name" <%s>' % test_email, 'phone': '+1 202-555-0888', }) contact.write({ 'email': '"My Name" <%s>' % test_email, 'phone': '+1 202-555-0888', }) lead_form = Form(lead) self.assertFalse(lead_form.partner_email_update) self.assertFalse(lead_form.partner_phone_update) lead_form.partner_id = contact self.assertFalse(lead_form.partner_email_update) self.assertFalse(lead_form.partner_phone_update) lead_form.email_from = '"Another Name" <%s>' % test_email # same email normalized self.assertFalse(lead_form.partner_email_update, 'Formatting-only change should not trigger write') self.assertFalse(lead_form.partner_phone_update, 'Formatting-only change should not trigger write') lead_form.phone = '2025550888' # same number but another format self.assertFalse(lead_form.partner_email_update, 'Formatting-only change should not trigger write') self.assertFalse(lead_form.partner_phone_update, 'Formatting-only change should not trigger write') # wrong value are also propagated lead_form.phone = '666 789456789456789456' self.assertTrue(lead_form.partner_phone_update) # test country propagation allowing to correctly compute sanitized numbers # by adding missing relevant information from contact be_country = self.env.ref('base.be') contact.write({ 'country_id': be_country.id, 'phone': '+32456001122', }) lead.write({'country_id': False}) lead_form = Form(lead) lead_form.partner_id = contact lead_form.phone = '0456 00 11 22' self.assertFalse(lead_form.partner_phone_update) self.assertEqual(lead_form.country_id, be_country) @users('user_sales_manager') def test_crm_lead_stages(self): first_now = datetime(2023, 11, 6, 8, 0, 0) with patch.object(self.env.cr, 'now', lambda: first_now), \ freeze_time(first_now): self.lead_1.write({'date_open': first_now}) lead = self.lead_1.with_user(self.env.user) self.assertEqual(lead.date_open, first_now) self.assertEqual(lead.team_id, self.sales_team_1) self.assertEqual(lead.user_id, self.user_sales_leads) second_now = datetime(2023, 11, 8, 8, 0, 0) with patch.object(self.env.cr, 'now', lambda: second_now), \ freeze_time(second_now): lead.convert_opportunity(self.contact_1) self.assertEqual(lead.date_open, first_now) self.assertEqual(lead.team_id, self.sales_team_1) self.assertEqual(lead.user_id, self.user_sales_leads) lead.action_set_won() self.assertEqual(lead.probability, 100.0) self.assertEqual(lead.stage_id, self.stage_gen_won) # generic won stage has lower sequence than team won stage @users('user_sales_manager') def test_crm_lead_unlink_calendar_event(self): """ Test res_id / res_model is reset (and hide document button in calendar event form view) when lead is unlinked """ lead = self.env['crm.lead'].create({'name': 'Lead With Meetings'}) meetings = self.env['calendar.event'].create([ { 'name': 'Meeting 1 of Lead', 'res_id': lead.id, 'res_model_id': self.env['ir.model']._get_id(lead._name), 'start': '2022-07-12 08:00:00', 'stop': '2022-07-12 10:00:00', }, { 'name': 'Meeting 2 of Lead', 'opportunity_id': lead.id, 'res_id': lead.id, 'res_model_id': self.env['ir.model']._get_id(lead._name), 'start': '2022-07-13 08:00:00', 'stop': '2022-07-13 10:00:00', } ]) self.assertEqual(len(lead.calendar_event_ids), 1) self.assertEqual(meetings.opportunity_id, lead) self.assertEqual(meetings.mapped('res_id'), [lead.id, lead.id]) self.assertEqual(meetings.mapped('res_model'), ['crm.lead', 'crm.lead']) lead.unlink() self.assertEqual(meetings.exists(), meetings) self.assertFalse(meetings.opportunity_id) self.assertEqual(set(meetings.mapped('res_id')), set([0])) self.assertEqual(set(meetings.mapped('res_model')), set([False])) @users('user_sales_leads') def test_crm_lead_update_contact(self): # ensure initial data, especially for corner cases self.assertFalse(self.contact_company_1.phone) self.assertEqual(self.contact_company_1.country_id.code, "US") lead = self.env['crm.lead'].create({ 'name': 'Test', 'country_id': self.country_ref.id, 'email_from': self.test_email, 'phone': self.test_phone, }) self.assertEqual(lead.country_id, self.country_ref, "Country should be set on the lead") lead.partner_id = False self.assertEqual(lead.country_id, self.country_ref, "Country should still be set on the lead") self.assertEqual(lead.email_from, self.test_email) self.assertEqual(lead.phone, self.test_phone) self.assertEqual(lead.email_state, 'correct') self.assertEqual(lead.phone_state, 'correct') lead.partner_id = self.contact_company_1 self.assertEqual(lead.country_id, self.contact_company_1.country_id, "Country should still be the one set on partner") self.assertEqual(lead.email_from, self.contact_company_1.email) self.assertEqual(lead.phone, self.test_phone) self.assertEqual(lead.email_state, 'correct') # currently we keep phone as partner as a void one -> may lead to inconsistencies self.assertEqual(lead.phone_state, 'incorrect', "Belgian phone with US country -> considered as incorrect") lead.email_from = 'broken' lead.phone = 'alsobroken' self.assertEqual(lead.email_state, 'incorrect') self.assertEqual(lead.phone_state, 'incorrect') self.assertEqual(self.contact_company_1.email, 'broken') self.assertEqual(self.contact_company_1.phone, 'alsobroken') @users('user_sales_manager') def test_crm_lead_update_dates(self): """ Test date_open / date_last_stage_update update, check those dates are not erased too often """ first_now = datetime(2023, 11, 6, 8, 0, 0) with patch.object(self.env.cr, 'now', lambda: first_now), \ freeze_time(first_now): leads = self.env['crm.lead'].create([ { 'email_from': 'testlead@customer.company.com', 'name': 'Lead_1', 'team_id': self.sales_team_1.id, 'type': 'lead', 'user_id': False, }, { 'email_from': 'testopp@customer.company.com', 'name': 'Opp_1', 'type': 'opportunity', 'user_id': self.user_sales_salesman.id, }, ]) leads.flush_recordset() for lead in leads: self.assertEqual(lead.date_last_stage_update, first_now, "Stage updated at create time with default value") self.assertEqual(lead.stage_id, self.stage_team1_1) self.assertEqual(lead.team_id, self.sales_team_1) self.assertFalse(leads[0].date_open, "No user -> no assign date") self.assertFalse(leads[0].user_id) self.assertEqual(leads[1].date_open, first_now, "Default user assigned") self.assertEqual(leads[1].user_id, self.user_sales_salesman, "Default user assigned") # changing user_id may change team_id / stage_id; update date_open and # maybe date_last_stage_update updated_time = datetime(2023, 11, 23, 8, 0, 0) with patch.object(self.env.cr, 'now', lambda: updated_time), \ freeze_time(updated_time): leads.write({"user_id": self.user_sales_salesman.id}) leads.flush_recordset() for lead in leads: self.assertEqual(lead.stage_id, self.stage_team1_1) self.assertEqual(lead.team_id, self.sales_team_1) self.assertEqual( leads[0].date_last_stage_update, first_now, 'Setting same stage when changing user_id, should not update') self.assertEqual( leads[0].date_open, updated_time, 'User assigned -> assign date updated') self.assertEqual( leads[1].date_last_stage_update, first_now, 'Setting same stage when changing user_id, should not update') self.assertEqual( leads[1].date_open, updated_time, 'Should not update date_open, was already the same user_id, but done in batch so ...') # set won changes stage -> update date_last_stage_update newer_time = datetime(2023, 11, 26, 8, 0, 0) with patch.object(self.env.cr, 'now', lambda: newer_time), \ freeze_time(newer_time): leads[1].action_set_won() leads[1].flush_recordset() self.assertEqual( leads[1].date_last_stage_update, newer_time, 'Mark as won updates stage hence stage update date') self.assertEqual(leads[1].stage_id, self.stage_gen_won) # merge may change user_id and then may change team_id / stage_id; in this # case no real value change is happening last_time = datetime(2023, 11, 29, 8, 0, 0) with patch.object(self.env.cr, 'now', lambda: last_time), \ freeze_time(last_time): leads.merge_opportunity( user_id=self.user_sales_salesman.id, auto_unlink=False, ) leads.flush_recordset() self.assertEqual(leads[0].date_last_stage_update, first_now) self.assertEqual(leads[0].date_open, updated_time) self.assertEqual(leads[0].stage_id, self.stage_team1_1) self.assertEqual(leads[0].team_id, self.sales_team_1) self.assertEqual( leads[1].date_last_stage_update, newer_time, 'Should not rewrite when setting same stage') self.assertEqual( leads[1].date_open, updated_time, 'Should not rewrite when setting same user_id') self.assertEqual(leads[1].stage_id, self.stage_gen_won) self.assertEqual(leads[1].team_id, self.sales_team_1) self.assertEqual(leads[1].user_id, self.user_sales_salesman) @users('user_sales_manager') def test_crm_team_alias(self): new_team = self.env['crm.team'].create({ 'name': 'TestAlias', 'use_leads': True, 'use_opportunities': True, 'alias_name': 'test.alias' }) self.assertEqual(new_team.alias_id.alias_name, 'test.alias') self.assertEqual(new_team.alias_name, 'test.alias') new_team.write({ 'use_leads': False, 'use_opportunities': False, }) # self.assertFalse(new_team.alias_id.alias_name) # self.assertFalse(new_team.alias_name) @users('user_sales_manager') def test_crm_team_alias_helper(self): """Test that the help message is the right one if we are on multiple team with different settings.""" # archive other teams self.env['crm.team'].search([]).active = False self._activate_multi_company() team_other_comp = self.team_company2 user_team_leads, team_leads, user_team_opport, team_opport = self.env['crm.team'].create([{ 'name': 'UserTeamLeads', 'company_id': self.env.company.id, 'use_leads': True, 'member_ids': [(6, 0, [self.env.user.id])], }, { 'name': 'TeamLeads', 'company_id': self.env.company.id, 'use_leads': True, 'member_ids': [], }, { 'name': 'UserTeamOpportunities', 'company_id': self.env.company.id, 'use_leads': False, 'member_ids': [(6, 0, [self.env.user.id])], }, { 'name': 'TeamOpportunities', 'company_id': self.env.company.id, 'use_leads': False, 'member_ids': [], }]) self.env['crm.lead'].create([{ 'name': 'LeadOurTeam', 'team_id': user_team_leads.id, 'type': 'lead', }, { 'name': 'LeadTeam', 'team_id': team_leads.id, 'type': 'lead', }, { 'name': 'OpportunityOurTeam', 'team_id': user_team_opport.id, 'type': 'opportunity', }, { 'name': 'OpportunityTeam', 'team_id': team_opport.id, 'type': 'opportunity', }]) self.env['crm.lead'].with_user(self.user_sales_manager_mc).create({ 'name': 'LeadOtherComp', 'team_id': team_other_comp.id, 'type': 'lead', 'company_id': self.company_2.id, }) # archive our team one by one and check that we have the correct help message teams = [user_team_leads, team_leads, user_team_opport, team_opport, team_other_comp] for team in teams: team.alias_id.sudo().write({'alias_name': team.name}) for team in teams: with self.subTest(team=team): if team != team_other_comp: self.assertIn(f"{team.display_name}", self.env['crm.lead'].sudo().get_empty_list_help("")) else: self.assertNotIn(f"{team.display_name}", self.env['crm.lead'].sudo().get_empty_list_help("")) team.active = False @mute_logger('odoo.addons.mail.models.mail_thread') def test_mailgateway(self): new_lead = self.format_and_process( INCOMING_EMAIL, 'unknown.sender@test.example.com', self.sales_team_1.alias_email, subject='Delivery cost inquiry', target_model='crm.lead', ) self.assertEqual(new_lead.email_from, 'unknown.sender@test.example.com') self.assertFalse(new_lead.partner_id) self.assertEqual(new_lead.name, 'Delivery cost inquiry') message = new_lead.with_user(self.user_sales_manager).message_post( body='Here is my offer!', subtype_xmlid='mail.mt_comment') self.assertEqual(message.author_id, self.user_sales_manager.partner_id) new_lead._handle_partner_assignment(create_missing=True) self.assertEqual(new_lead.partner_id.email, 'unknown.sender@test.example.com') @users('user_sales_manager') def test_phone_mobile_search(self): lead_1 = self.env['crm.lead'].create({ 'name': 'Lead 1', 'country_id': self.env.ref('base.be').id, 'phone': '+32485001122', }) lead_2 = self.env['crm.lead'].create({ 'name': 'Lead 2', 'country_id': self.env.ref('base.be').id, 'phone': '0032485001122', }) lead_3 = self.env['crm.lead'].create({ 'name': 'Lead 3', 'country_id': self.env.ref('base.be').id, 'phone': 'hello', }) lead_4 = self.env['crm.lead'].create({ 'name': 'Lead 3', 'country_id': self.env.ref('base.be').id, 'phone': '+32485112233', }) # search term containing less than 3 characters should throw an error (some currently not working) with self.assertRaises(UserError): self.env['crm.lead'].search([('phone_mobile_search', 'like', '')]) # with self.assertRaises(UserError): # self.env['crm.lead'].search([('phone_mobile_search', 'like', '7 ')]) with self.assertRaises(UserError): self.env['crm.lead'].search([('phone_mobile_search', 'like', 'c')]) with self.assertRaises(UserError): self.env['crm.lead'].search([('phone_mobile_search', 'like', '+')]) with self.assertRaises(UserError): self.env['crm.lead'].search([('phone_mobile_search', 'like', '5')]) with self.assertRaises(UserError): self.env['crm.lead'].search([('phone_mobile_search', 'like', '42')]) # + / 00 prefixes do not block search self.assertEqual(lead_1 + lead_2, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '+32485001122') ])) self.assertEqual(lead_1 + lead_2, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '0032485001122') ])) self.assertEqual(lead_1 + lead_2, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '485001122') ])) self.assertEqual(lead_1 + lead_2 + lead_4, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '1122') ])) # textual input still possible self.assertEqual( self.env['crm.lead'].search([('phone_mobile_search', 'like', 'hello')]), lead_3, 'Should behave like a text field' ) self.assertFalse( self.env['crm.lead'].search([('phone_mobile_search', 'like', 'Hello')]), 'Should behave like a text field (case sensitive)' ) self.assertEqual( self.env['crm.lead'].search([('phone_mobile_search', 'ilike', 'Hello')]), lead_3, 'Should behave like a text field (case insensitive)' ) self.assertEqual( self.env['crm.lead'].search([('phone_mobile_search', 'like', 'hello123')]), self.env['crm.lead'], 'Should behave like a text field' ) @users('user_sales_manager') def test_phone_mobile_search_format(self): numbers = [ # standard '0499223311', # separators '0499/223311', '0499/22.33.11', '0499/22 33 11', '0499/223 311', # international format -> currently not working # '+32499223311', '0032499223311', ] leads = self.env['crm.lead'].create([ {'name': 'Lead %s' % index, 'country_id': self.env.ref('base.be').id, 'phone': number, } for index, number in enumerate(numbers) ]) self.assertEqual(leads, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '0499223311') ])) self.assertEqual(leads, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '0499/223311') ])) self.assertEqual(leads, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '0499/22.33.11') ])) self.assertEqual(leads, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '0499/22 33 11') ])) self.assertEqual(leads, self.env['crm.lead'].search([ ('phone_mobile_search', 'like', '0499/223 311') ])) @users('user_sales_manager') def test_phone_mobile_update(self): lead = self.env['crm.lead'].create({ 'name': 'Lead 1', 'country_id': self.env.ref('base.us').id, 'phone': self.test_phone_data[0], }) self.assertEqual(lead.phone, self.test_phone_data[0]) self.assertFalse(lead.mobile) self.assertEqual(lead.phone_sanitized, self.test_phone_data_sanitized[0]) lead.write({'phone': False, 'mobile': self.test_phone_data[1]}) self.assertFalse(lead.phone) self.assertEqual(lead.mobile, self.test_phone_data[1]) self.assertEqual(lead.phone_sanitized, self.test_phone_data_sanitized[1]) lead.write({'phone': self.test_phone_data[1], 'mobile': self.test_phone_data[2]}) self.assertEqual(lead.phone, self.test_phone_data[1]) self.assertEqual(lead.mobile, self.test_phone_data[2]) self.assertEqual(lead.phone_sanitized, self.test_phone_data_sanitized[2]) # updating country should trigger sanitize computation lead.write({'country_id': self.env.ref('base.be').id}) self.assertEqual(lead.phone, self.test_phone_data[1]) self.assertEqual(lead.mobile, self.test_phone_data[2]) self.assertFalse(lead.phone_sanitized) @tagged('lead_internals') class TestLeadFormTools(FormatAddressCase): def test_address_view(self): self.env.company.country_id = self.env.ref('base.us') self.assertAddressView('crm.lead') @tagged('lead_internals') class TestCrmLeadMailTrackingDuration(MailTrackingDurationMixinCase): @classmethod def setUpClass(cls): super().setUpClass('crm.lead') def test_crm_lead_mail_tracking_duration(self): self._test_record_duration_tracking() def test_crm_lead_mail_tracking_duration_batch(self): self._test_record_duration_tracking_batch() def test_crm_lead_queries_batch_mail_tracking_duration(self): self._test_queries_batch_duration_tracking()