oca/oca-ocb-crm
2
0
Fork 0
mirror of https://github.com/bringout/oca-ocb-crm.git synced 2026-04-23 20:12:08 +02:00
Code Issues Projects Releases Packages Wiki Activity Actions

19.0 vanilla

Browse source
This commit is contained in:
Ernad Husremovic 2026-03-09 09:30:53 +01:00
parent dc68f80d3f
commit 7221b9ac46
610 changed files with 135477 additions and 161677 deletions
Download patch file Download diff file Expand all files Collapse all files

222
odoo-bringout-oca-ocb-crm_livechat/crm_livechat/tests/test_chatbot_lead.py
View file

@ -1,15 +1,15 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import Command
from odoo.addons.crm_livechat.tests import chatbot_common
from odoo.tests.common import users
from odoo.tests.common import tagged
@tagged("post_install", "-at_install")
class CrmChatbotCase(chatbot_common.CrmChatbotCase):
@users('user_public')
def test_chatbot_lead_public_user(self):
self._chatbot_create_lead(self.user_public)
def test_chatbot_create_lead_public_user(self):
self._play_session_with_lead()
created_lead = self.env['crm.lead'].sudo().search([], limit=1, order='id desc')
self.assertEqual(created_lead.name, "Testing Bot's New Lead")
@ -19,10 +19,73 @@ class CrmChatbotCase(chatbot_common.CrmChatbotCase):
self.assertEqual(created_lead.team_id, self.sale_team)
self.assertEqual(created_lead.type, 'opportunity')
@users('user_portal')
def test_chatbot_lead_portal_user(self):
def test_chatbot_create_lead_and_forward_public_user(self):
"""Test create_lead_and_forward properly creates a lead, assigns it to an available sales
team member, and forwards the discussion to that member."""
self.step_create_lead.sudo().step_type = "create_lead_and_forward"
discuss_channel = self._play_session_with_lead()
not_available_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertEqual(not_available_lead.name, "Testing Bot's New Lead")
self.assertEqual(not_available_lead.email_from, "test2@example.com")
self.assertEqual(not_available_lead.phone, "123456")
self.assertEqual(not_available_lead.team_id, self.sale_team)
self.assertEqual(not_available_lead.type, "opportunity")
chatbot_partner = self.chatbot_script.operator_partner_id
# sales team member is not available
self.assertFalse(not_available_lead.user_id)
self.assertEqual(discuss_channel.livechat_operator_id, chatbot_partner)
# sales team member is available
self.env["mail.presence"]._update_presence(self.user_employee)
discuss_channel = self._play_session_with_lead()
assigned_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertEqual(assigned_lead.user_id, self.user_employee)
self.assertEqual(discuss_channel.livechat_operator_id, self.partner_employee)
# sales team member quota is reached (lead already assigned before)
discuss_channel = self._play_session_with_lead()
quota_reached_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertFalse(quota_reached_lead.user_id)
self.assertEqual(discuss_channel.livechat_operator_id, chatbot_partner)
assigned_lead.unlink()
# sales team member opt out
self.sale_team.crm_team_member_ids.assignment_optout = True
discuss_channel = self._play_session_with_lead()
optout_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertFalse(optout_lead.user_id)
self.assertEqual(discuss_channel.livechat_operator_id, chatbot_partner)
self.sale_team.crm_team_member_ids.assignment_optout = False
# sales team member invalid domain (probability of lead is 5.39)
self.sale_team.crm_team_member_ids.assignment_domain = "[('probability', '>=', 20)]"
discuss_channel = self._play_session_with_lead()
non_matching_domain_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertFalse(non_matching_domain_lead.user_id)
self.assertEqual(discuss_channel.livechat_operator_id, chatbot_partner)
self.sale_team.crm_team_member_ids.assignment_domain = False
# auto-assign team
self.step_create_lead.crm_team_id = False
discuss_channel = self._play_session_with_lead()
auto_team_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertEqual(auto_team_lead.user_id, self.user_employee)
self.assertEqual(auto_team_lead.team_id, self.sale_team)
self.assertEqual(discuss_channel.livechat_operator_id, self.partner_employee)
auto_team_lead.unlink()
# sales team opt out
self.sale_team.assignment_optout = True
discuss_channel = self._play_session_with_lead()
team_optout_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertFalse(team_optout_lead.user_id)
self.assertEqual(discuss_channel.livechat_operator_id, chatbot_partner)
self.sale_team.assignment_optout = False
# sales team invalid domain (probability of lead is 5.39)
self.sale_team.assignment_domain = "[('probability', '>=', 20)]"
discuss_channel = self._play_session_with_lead()
team_non_matching_domain_lead = self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
self.assertFalse(team_non_matching_domain_lead.user_id)
self.assertEqual(discuss_channel.livechat_operator_id, chatbot_partner)
def test_chatbot_create_lead_portal_user(self):
self.authenticate(self.user_portal.login, self.user_portal.login)
self.step_create_lead.write({'crm_team_id': self.sale_team_with_lead})
self._chatbot_create_lead(self.user_portal)
self._play_session_with_lead()
created_lead = self.env['crm.lead'].sudo().search([], limit=1, order='id desc')
self.assertEqual(created_lead.name, "Testing Bot's New Lead")
@ -32,20 +95,135 @@ class CrmChatbotCase(chatbot_common.CrmChatbotCase):
self.assertEqual(created_lead.team_id, self.sale_team_with_lead)
self.assertEqual(created_lead.type, 'lead')
def _chatbot_create_lead(self, user):
channel_info = self.livechat_channel._open_livechat_mail_channel(
anonymous_name='Test Visitor', chatbot_script=self.chatbot_script, user_id=user.id)
mail_channel = self.env['mail.channel'].sudo().browse(channel_info['id'])
def test_chatbot_create_lead_company(self):
self.user_portal.write({"company_ids": self.company_2, "company_id": self.company_2})
team = self.sale_team_with_lead
partner = self.user_portal.partner_id
self.step_create_lead.crm_team_id = team
self.authenticate(self.user_portal.login, self.user_portal.login)
self._post_answer_and_trigger_next_step(
mail_channel,
self.step_dispatch_create_lead.name,
chatbot_script_answer=self.step_dispatch_create_lead
def play_script_and_get_created_lead():
self.env["crm.lead"].search([]).unlink()
self._play_session_with_lead()
return self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
# lead has company of partner and no team if no company matching
partner.company_id = self.company_2
team.company_id = self.company_3
lead = play_script_and_get_created_lead()
self.assertEqual(lead.company_id, self.company_2)
self.assertFalse(lead.team_id)
# lead has common company of partner and team if both are matching
partner.company_id = self.company_2
team.company_id = self.company_2
self.assertEqual(play_script_and_get_created_lead().company_id, self.company_2)
# lead has team company if partner has no company
partner.company_id = False
team.company_id = self.company_2
self.assertEqual(play_script_and_get_created_lead().company_id, self.company_2)
# lead has partner company if team has no company
partner.company_id = self.company_2
team.company_id = False
self.assertEqual(play_script_and_get_created_lead().company_id, self.company_2)
# lead has no company if no company on partner and team
partner.company_id = False
team.company_id = False
self.assertFalse(play_script_and_get_created_lead().company_id)
def test_chatbot_create_lead_and_forward_company(self):
self.step_create_lead.sudo().step_type = "create_lead_and_forward"
self.user_portal.write({"company_ids": self.company_2.ids, "company_id": self.company_2.id})
self.user_employee.write({"company_ids": self.company_3.ids, "company_id": self.company_3.id})
self.user_employee.partner_id.company_id = self.company_3
teams = self.sale_team_with_lead + self.sale_team
partner = self.user_portal.partner_id
self.authenticate(self.user_portal.login, self.user_portal.login)
def play_script_and_get_created_lead():
self.env["crm.lead"].search([]).unlink()
self._play_session_with_lead()
return self.env["crm.lead"].sudo().search([], limit=1, order="id desc")
# lead has company of partner and no team if no company matching
partner.company_id = self.company_2
teams.company_id = self.company_3
lead = play_script_and_get_created_lead()
self.assertEqual(lead.company_id, self.company_2)
self.assertFalse(lead.team_id)
# lead has common company of partner and team if both are matching
self.user_employee.write({"company_ids": self.company_2.ids, "company_id": self.company_2.id})
self.user_employee.partner_id.company_id = self.company_2
partner.company_id = self.company_2
teams.company_id = self.company_2
self.assertEqual(play_script_and_get_created_lead().company_id, self.company_2)
# lead has team company if partner has no company
partner.company_id = False
teams.company_id = self.company_2
self.assertEqual(play_script_and_get_created_lead().company_id, self.company_2)
# lead has partner company if team has no company
partner.company_id = self.company_2
teams.company_id = False
self.assertEqual(play_script_and_get_created_lead().company_id, self.company_2)
# lead has no company if no company on partner and team
partner.company_id = False
teams.company_id = False
self.assertFalse(play_script_and_get_created_lead().company_id)
def _play_session_with_lead(self):
data = self.make_jsonrpc_request("/im_livechat/get_session", {
'channel_id': self.livechat_channel.id,
'chatbot_script_id': self.chatbot_script.id,
})
discuss_channel = (
self.env["discuss.channel"].sudo().browse(data["channel_id"])
)
self.assertEqual(mail_channel.chatbot_current_step_id, self.step_create_lead_email)
self._post_answer_and_trigger_next_step(mail_channel, 'test2@example.com')
self._post_answer_and_trigger_next_step(
discuss_channel, chatbot_script_answer=self.step_dispatch_create_lead
)
self.assertEqual(discuss_channel.chatbot_current_step_id, self.step_create_lead_email)
self._post_answer_and_trigger_next_step(discuss_channel, email="test2@example.com")
self.assertEqual(discuss_channel.chatbot_current_step_id, self.step_create_lead_phone)
self._post_answer_and_trigger_next_step(discuss_channel, '123456')
self.assertEqual(discuss_channel.chatbot_current_step_id, self.step_create_lead)
return discuss_channel
self.assertEqual(mail_channel.chatbot_current_step_id, self.step_create_lead_phone)
self._post_answer_and_trigger_next_step(mail_channel, '123456')
self.assertEqual(mail_channel.chatbot_current_step_id, self.step_create_lead)
def test_create_lead_from_chatbot(self):
chatbot_script = self.env["chatbot.script"].create({"title": "Create lead bot"})
self.env["chatbot.script.step"].create(
[
{
"chatbot_script_id": chatbot_script.id,
"message": "Hello, how can I help you?",
"step_type": "free_input_single",
},
{
"step_type": "question_email",
"chatbot_script_id": chatbot_script.id,
"message": "Would you mind leaving your email address so that we can reach you back?",
},
{
"step_type": "create_lead",
"chatbot_script_id": chatbot_script.id,
"message": "Thank you, you should hear back from us very soon!",
},
]
)
livechat_channel = self.env["im_livechat.channel"].create(
{
"name": "Create lead channel",
"rule_ids": [
Command.create(
{
"regex_url": "/",
"chatbot_script_id": chatbot_script.id,
}
)
],
}
)
self.start_tour(
f"/im_livechat/support/{livechat_channel.id}", "crm_livechat.create_lead_from_chatbot"
)
lead = self.env["crm.lead"].search([("origin_channel_id", "=", livechat_channel.channel_ids.id)])
self.assertEqual(lead.name, "I'd like to know more about the CRM application.")
self.assertTrue(lead.origin_channel_id.has_crm_lead)