# -*- coding: utf-8 -*- # Part of Odoo. See LICENSE file for full copyright and licensing details. from odoo.addons.crm.tests import common as crm_common from odoo.tests.common import tagged, users @tagged('lead_manage', 'crm_performance', 'post_install', '-at_install') class TestLeadConvertMass(crm_common.TestLeadConvertMassCommon): @classmethod def setUpClass(cls): super(TestLeadConvertMass, cls).setUpClass() cls.leads = cls.lead_1 + cls.lead_w_partner + cls.lead_w_email_lost cls.assign_users = cls.user_sales_manager + cls.user_sales_leads_convert + cls.user_sales_salesman @users('user_sales_manager') def test_assignment_salesmen(self): test_leads = self._create_leads_batch(count=50, user_ids=[False]) user_ids = self.assign_users.ids self.assertEqual(test_leads.user_id, self.env['res.users']) with self.assertQueryCount(user_sales_manager=0): test_leads = self.env['crm.lead'].browse(test_leads.ids) with self.assertQueryCount(user_sales_manager=605): # crm 605 / com 605 / ent 605 test_leads._handle_salesmen_assignment(user_ids=user_ids, team_id=False) self.assertEqual(test_leads.team_id, self.sales_team_convert | self.sales_team_1) self.assertEqual(test_leads[0::3].user_id, self.user_sales_manager) self.assertEqual(test_leads[1::3].user_id, self.user_sales_leads_convert) self.assertEqual(test_leads[2::3].user_id, self.user_sales_salesman) @users('user_sales_manager') def test_assignment_salesmen_wteam(self): test_leads = self._create_leads_batch(count=50, user_ids=[False]) user_ids = self.assign_users.ids team_id = self.sales_team_convert.id self.assertEqual(test_leads.user_id, self.env['res.users']) with self.assertQueryCount(user_sales_manager=0): test_leads = self.env['crm.lead'].browse(test_leads.ids) with self.assertQueryCount(user_sales_manager=584): # crm 543 / com 545 / ent 584 test_leads._handle_salesmen_assignment(user_ids=user_ids, team_id=team_id) self.assertEqual(test_leads.team_id, self.sales_team_convert) self.assertEqual(test_leads[0::3].user_id, self.user_sales_manager) self.assertEqual(test_leads[1::3].user_id, self.user_sales_leads_convert) self.assertEqual(test_leads[2::3].user_id, self.user_sales_salesman) @users('user_sales_manager') def test_mass_convert_internals(self): """ Test internals mass converted in convert mode, without duplicate management """ # reset some assigned users to test salesmen assign (self.lead_w_partner | self.lead_w_email_lost).write({ 'user_id': False }) mass_convert = self.env['crm.lead2opportunity.partner.mass'].with_context({ 'active_model': 'crm.lead', 'active_ids': self.leads.ids, 'active_id': self.leads.ids[0] }).create({ 'deduplicate': False, 'user_id': self.user_sales_salesman.id, 'force_assignment': False, }) # default values self.assertEqual(mass_convert.name, 'convert') self.assertEqual(mass_convert.action, 'each_exist_or_create') # depending on options self.assertEqual(mass_convert.partner_id, self.env['res.partner']) self.assertEqual(mass_convert.deduplicate, False) self.assertEqual(mass_convert.user_id, self.user_sales_salesman) self.assertEqual(mass_convert.team_id, self.sales_team_convert) mass_convert.action_mass_convert() for lead in self.lead_1 | self.lead_w_partner: self.assertEqual(lead.type, 'opportunity') if lead == self.lead_w_partner: self.assertEqual(lead.user_id, self.env['res.users']) # user_id is bypassed self.assertEqual(lead.partner_id, self.contact_1) elif lead == self.lead_1: self.assertEqual(lead.user_id, self.user_sales_leads) # existing value not forced new_partner = lead.partner_id self.assertEqual(new_partner.name, 'Amy Wong') self.assertEqual(new_partner.email, 'amy.wong@test.example.com') # test unforced assignation mass_convert.write({ 'user_ids': self.user_sales_salesman.ids, }) mass_convert.action_mass_convert() self.assertEqual(self.lead_w_partner.user_id, self.user_sales_salesman) self.assertEqual(self.lead_1.user_id, self.user_sales_leads) # existing value not forced # lost leads are untouched self.assertEqual(self.lead_w_email_lost.type, 'lead') self.assertFalse(self.lead_w_email_lost.active) self.assertFalse(self.lead_w_email_lost.date_conversion) # TDE FIXME: partner creation is done even on lost leads because not checked in wizard # self.assertEqual(self.lead_w_email_lost.partner_id, self.env['res.partner']) @users('user_sales_manager') def test_mass_convert_deduplicate(self): """ Test duplicated_lead_ids fields having another behavior in mass convert because why not. Its use is: among leads under convert, store those with duplicates if deduplicate is set to True. """ _customer, lead_1_dups = self._create_duplicates(self.lead_1, create_opp=False) lead_1_final = self.lead_1 # after merge: same but with lower ID _customer2, lead_w_partner_dups = self._create_duplicates(self.lead_w_partner, create_opp=False) lead_w_partner_final = lead_w_partner_dups[0] # lead_w_partner has no stage -> lower in sort by confidence lead_w_partner_dups_partner = lead_w_partner_dups[1] # copy with a partner_id (with the same email) mass_convert = self.env['crm.lead2opportunity.partner.mass'].with_context({ 'active_model': 'crm.lead', 'active_ids': self.leads.ids, }).create({ 'deduplicate': True, }) self.assertEqual(mass_convert.action, 'each_exist_or_create') self.assertEqual(mass_convert.name, 'convert') self.assertEqual(mass_convert.lead_tomerge_ids, self.leads) self.assertEqual(mass_convert.duplicated_lead_ids, self.lead_1 | self.lead_w_partner) mass_convert.action_mass_convert() self.assertEqual( (lead_1_dups | lead_w_partner_dups | lead_w_partner_dups_partner).exists(), lead_w_partner_final ) for lead in lead_1_final | lead_w_partner_final: self.assertTrue(lead.active) self.assertEqual(lead.type, 'opportunity') @users('user_sales_manager') def test_mass_convert_find_existing(self): """ Check that we don't find a wrong partner that have similar name during mass conversion """ wrong_partner = self.env['res.partner'].create({ 'name': 'casa depapel', 'street': "wrong street" }) lead = self.env['crm.lead'].create({'name': 'Asa Depape'}) mass_convert = self.env['crm.lead2opportunity.partner.mass'].with_context({ 'active_model': 'crm.lead', 'active_ids': lead.ids, 'active_id': lead.ids[0] }).create({ 'deduplicate': False, 'action': 'each_exist_or_create', 'name': 'convert', }) mass_convert.action_mass_convert() self.assertNotEqual(lead.partner_id, wrong_partner, "Partner Id should not match the wrong contact") @users('user_sales_manager') def test_mass_convert_performances(self): test_leads = self._create_leads_batch(count=50, user_ids=[False]) user_ids = self.assign_users.ids # randomness: at least 1 query with self.assertQueryCount(user_sales_manager=1803): # crm 1503 / com 1790 / ent 1800 mass_convert = self.env['crm.lead2opportunity.partner.mass'].with_context({ 'active_model': 'crm.lead', 'active_ids': test_leads.ids, }).create({ 'deduplicate': True, 'user_ids': user_ids, 'force_assignment': True, }) mass_convert.action_mass_convert() self.assertEqual(set(test_leads.mapped('type')), set(['opportunity'])) self.assertEqual(len(test_leads.partner_id), len(test_leads)) # TDE FIXME: strange # self.assertEqual(test_leads.team_id, self.sales_team_convert | self.sales_team_1) self.assertEqual(test_leads.team_id, self.sales_team_1) self.assertEqual(test_leads[0::3].user_id, self.user_sales_manager) self.assertEqual(test_leads[1::3].user_id, self.user_sales_leads_convert) self.assertEqual(test_leads[2::3].user_id, self.user_sales_salesman) @users('user_sales_manager') def test_mass_convert_w_salesmen(self): # reset some assigned users to test salesmen assign (self.lead_w_partner | self.lead_w_email_lost).write({ 'user_id': False }) mass_convert = self.env['crm.lead2opportunity.partner.mass'].with_context({ 'active_model': 'crm.lead', 'active_ids': self.leads.ids, 'active_id': self.leads.ids[0] }).create({ 'deduplicate': False, 'user_ids': self.assign_users.ids, 'force_assignment': True, }) # TDE FIXME: what happens if we mix people from different sales team ? currently nothing, to check mass_convert.action_mass_convert() for idx, lead in enumerate(self.leads - self.lead_w_email_lost): self.assertEqual(lead.type, 'opportunity') assigned_user = self.assign_users[idx % len(self.assign_users)] self.assertEqual(lead.user_id, assigned_user)