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oca-ocb-crm/odoo-bringout-oca-ocb-crm/crm/tests/test_crm_lead_notification.py
Ernad Husremovic 7221b9ac46 19.0 vanilla
2026-03-09 09:30:53 +01:00

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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 INCOMING_EMAIL, TestCrmCommon
from odoo.tests import tagged, users
from odoo.tools import email_normalize, formataddr, mute_logger
@tagged('mail_thread', 'mail_gateway')
class NewLeadNotification(TestCrmCommon):
""" Test mail features support on lead + specific overrides and support """
@classmethod
def setUpClass(cls):
""" Activate some langs to test lang propagation in various mail flows """
super(NewLeadNotification, cls).setUpClass()
cls._activate_multi_company()
cls.test_email = '"Test Email" <test.email@example.com>'
model_lang = cls.env['res.lang'].sudo().with_context(active_test=False)
# Create a lead with an inactive language -> should ignore the preset language
cls.lang_fr = model_lang.search([('code', '=', 'fr_FR')])
if not cls.lang_fr:
cls.lang_fr = model_lang._create_lang('fr_FR')
# set French language as inactive then try to call "_message_get_suggested_recipients"
# -> lang code should be ignored
cls.lang_fr.active = False
# Create a lead with an active language -> should keep the preset language for recipients
cls.lang_en = model_lang.search([('code', '=', 'en_US')])
if not cls.lang_en:
cls.lang_en = model_lang._create_lang('en_US')
# set American English language as active then try to call "_message_get_suggested_recipients"
# -> lang code should be kept
cls.lang_en.active = True
@users('user_sales_manager')
def test_lead_message_get_suggested_recipients(self):
""" Test '_message_get_suggested_recipients' and its override in lead
when dealing with various emails. """
self.maxDiff = None # to ease assertDictEqual usage
company_partner = self.env['res.partner'].create(
{'name': 'test_lead_message_get_suggested_recipients_company_partner', 'is_company': True}
)
partner_no_email = self.env['res.partner'].create({'name': 'Test Partner', 'email': False})
leads = self.env['crm.lead'].create([
{
'email_from': '"New Customer" <new.customer.format@test.example.com>',
'name': 'Test Suggestion (email_from with format)',
'partner_name': 'Format Name',
'user_id': self.user_sales_leads.id,
}, {
'email_from': 'new.customer.multi.1@test.example.com, new.customer.2@test.example.com',
'name': 'Test Suggestion (email_from multi)',
'partner_name': 'Multi Name',
'user_id': self.user_sales_leads.id,
}, {
'email_from': 'new.customer.with.parent@test.example.com',
'name': 'Test Suggestion (email_from with matching partner_name)',
'partner_name': 'test_lead_message_get_suggested_recipients_company_partner',
'user_id': self.user_sales_leads.id,
}, {
'email_from': 'new.customer.simple@test.example.com',
'name': 'Test Suggestion (email_from)',
'contact_name': 'Std Name',
'user_id': self.user_sales_leads.id,
}, {
'email_from': 'test.lang@test.example.com',
'lang_id': self.lang_en.id,
'name': 'Test Suggestion (lang)',
'user_id': False,
}, {
'name': 'Test Suggestion (partner_id)',
'partner_id': self.contact_1.id,
'user_id': self.user_sales_leads.id,
}, {
'name': 'Test Suggestion (partner no email)',
'partner_id': partner_no_email.id,
'user_id': self.user_sales_leads.id
}, {
'name': 'Test Suggestion (partner no email with cc email)',
'partner_id': partner_no_email.id,
'email_cc': 'test_cc@odoo.com',
'user_id': self.user_sales_leads.id
}
])
for lead, expected_suggested in zip(leads, [
[
# here contact_name is guessed based on formatted email
{
'name': 'New Customer',
'email': 'new.customer.format@test.example.com',
'partner_id': False,
'create_values': {
'company_name': 'Format Name',
'is_company': False,
'type': 'contact',
'user_id': self.user_sales_leads.id,
},
},
], [
# here no contact name, just a partner name -> use email and set company_name
{
'name': 'new.customer.multi.1@test.example.com, new.customer.2@test.example.com',
'email': 'new.customer.multi.1@test.example.com', # only first found normalized email is kept
'partner_id': False,
'create_values': {
'company_name': 'Multi Name',
'is_company': False,
'type': 'contact',
'user_id': self.user_sales_leads.id,
},
}, {
'name': '',
'email': 'new.customer.2@test.example.com', # second found creates another contact
'partner_id': False,
'create_values': {}, # not targeted as primary lead customer hence no values
},
], [
# here no contact name, a partner name, but there exists a company with that name -> company
{
'name': 'new.customer.with.parent@test.example.com',
'email': 'new.customer.with.parent@test.example.com',
'partner_id': False,
'create_values': {
'is_company': False,
'parent_id': company_partner.id,
'type': 'contact',
'user_id': self.user_sales_leads.id,
},
},
], [
# here contact name -> individual
{
'name': 'Std Name',
'email': 'new.customer.simple@test.example.com',
'partner_id': False,
'create_values': {
'is_company': False,
'type': 'contact',
'user_id': self.user_sales_leads.id,
},
},
], [
# here check lang is in create_values
{
'name': 'test.lang@test.example.com',
'email': 'test.lang@test.example.com',
'partner_id': False,
'create_values': {
'is_company': False,
'lang': 'en_US',
'type': 'contact',
},
},
], [
{
'partner_id': self.contact_1.id,
'name': 'Philip J Fry',
'email': 'philip.j.fry@test.example.com',
'create_values': {},
},
], [
{
'partner_id': partner_no_email.id,
'name': 'Test Partner',
'email': False,
'create_values': {},
},
], [
{
'partner_id': partner_no_email.id,
'email': False,
'name': 'Test Partner',
'create_values': {},
}, {
'name': '',
'email': 'test_cc@odoo.com',
'partner_id': False,
'create_values': {},
},
],
]):
with self.subTest(lead_name=lead.name, email_from=lead.email_from):
res = lead._message_get_suggested_recipients(no_create=True)
self.assertEqual(len(res), len(expected_suggested))
for received, expected in zip(res, expected_suggested):
self.assertDictEqual(received, expected)
@users('user_sales_manager')
def test_lead_message_get_suggested_recipients_values_for_create(self):
"""Check default creates value used when creating client from suggested
recipients (customer)."""
lead_details_for_contact = {
'street': '3rd Floor, Room 3-C',
'street2': '123 Arlington Avenue',
'zip': '13202',
'city': 'New York',
'country_id': self.env.ref('base.us').id,
'state_id': self.env.ref('base.state_us_39').id,
'website': 'https://www.arlington123.com/3f3c',
'phone': '678-728-0949',
'function': 'Delivery Boy',
'user_id': self.user_sales_manager.id,
}
for partner_name, contact_name, email in [
(False, 'ContactOnly', 'test_default_create@example.com'),
('Delivery Boy company', 'ContactAndCompany', 'default_create_with_partner@example.com'),
('Delivery Boy company', '', '"Contact Name" <default_create_with_name_in_email@example.com>'),
('Delivery Boy company', '', 'default_create_with_partner_no_name@example.com'),
('', '', 'lenny.bar@gmail.com'),
]:
if email == '"Contact Name" <default_create_with_name_in_email@example.com>':
suggested_email = 'default_create_with_name_in_email@example.com'
suggested_name = "Contact Name"
else:
suggested_email = email
# if no contact_name: fallback on the email to at least have something
suggested_name = contact_name or email
with self.subTest(partner_name=partner_name, contact_name=contact_name, email=email):
description = '<p>Top</p>'
lead1 = self.env['crm.lead'].create({
'name': 'TestLead',
'contact_name': contact_name,
'email_from': email,
'lang_id': self.lang_en.id,
'description': description,
'partner_name': partner_name,
**lead_details_for_contact,
})
suggestion = lead1._message_get_suggested_recipients(no_create=True)[0]
self.assertFalse(suggestion.get('partner_id'))
self.assertEqual(suggestion['email'], suggested_email)
self.assertEqual(suggestion['name'], suggested_name)
create_values = suggestion['create_values']
customer_information = lead1._get_customer_information().get(email_normalize(email), {})
customer_information.pop('name', False) # not keps in create_values, as already in name / email info
self.assertEqual(create_values, customer_information)
for field, value in lead_details_for_contact.items():
self.assertEqual(create_values.get(field), value)
self.assertEqual(create_values['comment'], description) # description -> comment
# parent company not created even if partner_name is set
self.assertFalse(create_values.get('parent_id')) # not supported, even if partner_name set
# company_name set only for contacts with partner_name (and no contact_name nor name in email)
if partner_name:
self.assertEqual(create_values['company_name'], partner_name) # partner_name -> company_name
else:
self.assertFalse('company_name' in create_values)
# it will normally never be a company, unless called despite a contact being already present (shouldn't happen)
self.assertEqual(create_values['is_company'], False)
def test_new_lead_notification(self):
""" Test newly create leads like from the website. People and channels
subscribed to the Sales Team shoud be notified. """
# subscribe a partner and a channel to the Sales Team with new lead subtype
sales_team_1 = self.env['crm.team'].create({
'name': 'Test Sales Team',
'alias_name': 'test_sales_team',
})
subtype = self.env.ref("crm.mt_salesteam_lead")
sales_team_1.message_subscribe(partner_ids=[self.user_sales_manager.partner_id.id], subtype_ids=[subtype.id])
# Imitate what happens in the controller when somebody creates a new
# lead from the website form
lead = self.env["crm.lead"].with_context(mail_create_nosubscribe=True).sudo().create({
"contact_name": "Somebody",
"description": "Some question",
"email_from": "somemail@example.com",
"name": "Some subject",
"partner_name": "Some company",
"team_id": sales_team_1.id,
"phone": "+0000000000"
})
# partner and channel should be auto subscribed
self.assertIn(self.user_sales_manager.partner_id, lead.message_partner_ids)
msg = lead.message_ids[0]
self.assertIn(self.user_sales_manager.partner_id, msg.notified_partner_ids)
# The user should have a new unread message
lead_user = lead.with_user(self.user_sales_manager)
self.assertTrue(lead_user.message_needaction)
@mute_logger('odoo.addons.mail.models.mail_thread')
def test_new_lead_from_email_multicompany(self):
company0 = self.env.company
company1 = self.company_2
self.env.user.write({
'company_ids': [(4, company0.id, False), (4, company1.id, False)],
})
crm_team_model_id = self.env['ir.model']._get_id('crm.team')
crm_lead_model_id = self.env['ir.model']._get_id('crm.lead')
crm_team0 = self.env['crm.team'].create({
'name': 'crm team 0',
'company_id': company0.id,
})
crm_team1 = self.env['crm.team'].create({
'name': 'crm team 1',
'company_id': company1.id,
})
mail_alias0 = self.env['mail.alias'].create({
'alias_domain_id': company0.alias_domain_id.id,
'alias_name': 'sale_team_0',
'alias_model_id': crm_lead_model_id,
'alias_parent_model_id': crm_team_model_id,
'alias_parent_thread_id': crm_team0.id,
'alias_defaults': "{'type': 'opportunity', 'team_id': %s}" % crm_team0.id,
})
mail_alias1 = self.env['mail.alias'].create({
'alias_domain_id': company1.alias_domain_id.id,
'alias_name': 'sale_team_1',
'alias_model_id': crm_lead_model_id,
'alias_parent_model_id': crm_team_model_id,
'alias_parent_thread_id': crm_team1.id,
'alias_defaults': "{'type': 'opportunity', 'team_id': %s}" % crm_team1.id,
})
crm_team0.write({'alias_id': mail_alias0.id})
crm_team1.write({'alias_id': mail_alias1.id})
new_message0 = f"""MIME-Version: 1.0
Date: Thu, 27 Dec 2018 16:27:45 +0100
Message-ID: <blablabla0>
Subject: sale team 0 in company 0
From: A client <client_a@someprovider.com>
To: {mail_alias0.display_name}
Content-Type: multipart/alternative; boundary="000000000000a47519057e029630"
--000000000000a47519057e029630
Content-Type: text/plain; charset="UTF-8"
--000000000000a47519057e029630
Content-Type: text/html; charset="UTF-8"
Content-Transfer-Encoding: quoted-printable
<div>A good message</div>
--000000000000a47519057e029630--
"""
new_message1 = f"""MIME-Version: 1.0
Date: Thu, 27 Dec 2018 16:27:45 +0100
Message-ID: <blablabla1>
Subject: sale team 1 in company 1
From: B client <client_b@someprovider.com>
To: {mail_alias1.display_name}
Content-Type: multipart/alternative; boundary="000000000000a47519057e029630"
--000000000000a47519057e029630
Content-Type: text/plain; charset="UTF-8"
--000000000000a47519057e029630
Content-Type: text/html; charset="UTF-8"
Content-Transfer-Encoding: quoted-printable
<div>A good message bis</div>
--000000000000a47519057e029630--
"""
crm_lead0_id = self.env['mail.thread'].message_process('crm.lead', new_message0)
crm_lead1_id = self.env['mail.thread'].message_process('crm.lead', new_message1)
crm_lead0 = self.env['crm.lead'].browse(crm_lead0_id)
crm_lead1 = self.env['crm.lead'].browse(crm_lead1_id)
self.assertEqual(crm_lead0.team_id, crm_team0)
self.assertEqual(crm_lead1.team_id, crm_team1)
self.assertEqual(crm_lead0.company_id, company0)
self.assertEqual(crm_lead1.company_id, company1)
@users('user_sales_manager')
def test_incoming_email_automatic_lead_assignment(self):
# create a second team with a set leader
leader_team_2 = self.env['res.users'].sudo().create({'name': 'bob', 'login': 'bob'})
team_2 = self.env['crm.team'].create({
'name': 'team_2',
'alias_name': 'team.2',
'user_id': leader_team_2.id,
})
# send three emails to the aliases of both teams
for x in range(3):
self.format_and_process(
INCOMING_EMAIL,
f'source.email@customerOfTeam1{x}.be',
self.sales_team_1.alias_email,
subject=f'OpportunityTeam1{x}',
target_model='crm.lead',
)
self.format_and_process(
INCOMING_EMAIL,
f'source.email@customerOfTeam2{x}.be',
team_2.alias_email,
subject=f'OpportunityTeam2{x}',
target_model='crm.lead',
)
# each team should receive all three of their new opportunities and none of the others'
team1_leads = self.env['crm.lead'].search([
('team_id', '=', self.sales_team_1.id),
('email_from', 'ilike', 'source.email@customerOfTeam'),
])
team2_leads = self.env['crm.lead'].search([
('team_id', '=', team_2.id),
('email_from', 'ilike', 'source.email@customerOfTeam'),
])
for lead in team1_leads:
self.assertTrue('source.email@customerOfTeam1' in lead.email_from)
self.assertTrue(lead.user_id == self.user_sales_manager)
for lead in team2_leads:
self.assertTrue('source.email@customerOfTeam2' in lead.email_from)
self.assertTrue(lead.user_id == leader_team_2)
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