mirror of
https://github.com/bringout/oca-ocb-crm.git
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207 lines
10 KiB
Python
207 lines
10 KiB
Python
# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo.addons.crm.tests.common import TestCrmCommon
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from odoo.tests import Form, HttpCase, TransactionCase
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from odoo.tests.common import tagged
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@tagged('post_install', '-at_install')
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class TestUi(HttpCase, TestCrmCommon):
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def test_01_crm_tour(self):
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self.env["res.partner"].create({
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'name': 'Brandon Freeman',
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'email': 'brandon.freeman55@example.com',
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'phone': '(355)-687-3262',
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'is_company': True,
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})
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self.start_tour("/odoo", 'crm_tour', login="admin")
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def test_02_crm_tour_rainbowman(self):
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# we create a new user to make sure they get the 'Congrats on your first deal!'
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# rainbowman message.
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self.env['res.users'].create({
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'name': 'Temporary CRM User',
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'login': 'temp_crm_user',
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'password': 'temp_crm_user',
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'group_ids': [(6, 0, [
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self.ref('base.group_user'),
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self.ref('sales_team.group_sale_salesman')
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])]
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})
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self.start_tour("/odoo", 'crm_rainbowman', login="temp_crm_user")
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def test_03_crm_tour_forecast(self):
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self.start_tour("/odoo", 'crm_forecast', login="admin")
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def test_email_and_phone_propagation_edit_save(self):
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"""Test the propagation of the email / phone on the partner.
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If the partner has no email but the lead has one, it should be propagated
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if we edit and save the lead form.
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"""
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self.env['crm.lead'].search([]).unlink()
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user_admin = self.env['res.users'].search([('login', '=', 'admin')])
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partner = self.env['res.partner'].create({'name': 'Test Partner'})
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lead = self.env['crm.lead'].create({
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'name': 'Test Lead Propagation',
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'type': 'opportunity',
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'user_id': user_admin.id,
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'partner_id': partner.id,
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'email_from': 'test@example.com',
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'phone': '+32 494 44 44 44',
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})
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partner.email = False
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partner.phone = False
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# Check initial state
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self.assertFalse(partner.email)
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self.assertFalse(partner.phone)
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self.assertEqual(lead.email_from, 'test@example.com')
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self.assertEqual(lead.phone, '+32 494 44 44 44')
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self.assertTrue(lead.partner_email_update)
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self.assertTrue(lead.partner_phone_update)
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self.start_tour('/odoo', 'crm_email_and_phone_propagation_edit_save', login='admin')
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self.assertEqual(lead.email_from, 'test@example.com', 'Should not have changed the lead email')
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self.assertEqual(lead.phone, '+32 494 44 44 44', 'Should not have changed the lead phone')
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self.assertEqual(partner.email, 'test@example.com', 'Should have propagated the lead email on the partner')
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self.assertEqual(partner.phone, '+32 494 44 44 44', 'Should have propagated the lead phone on the partner')
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class TestCrmKanbanUI(TransactionCase):
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.child_contact_1, cls.child_contact_2, cls.orphan_contact = cls.env['res.partner'].create([
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{'name': 'Child Contact 1'}, {'name': 'Child Contact 2'}, {'name': 'Orphan Contact'},
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])
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cls.parent_company, cls.childless_company = cls.env['res.partner'].create([
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{'name': 'Parent Company', 'is_company': True},
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{'name': 'Childless Company', 'is_company': True},
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])
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(cls.child_contact_1 + cls.child_contact_2).parent_id = cls.parent_company
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cls.quick_create_form_view = cls.env.ref('crm.quick_create_opportunity_form', raise_if_not_found=False)
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def test_kanban_quick_create_form(self):
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"""Check major state transitions when picking a company or a partner from the quick_create form."""
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lead_form = Form(self.env['crm.lead'], self.quick_create_form_view)
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self.assertFalse(lead_form._get_context('partner_id')['default_parent_id'])
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lead_form.partner_id = self.orphan_contact
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self.assertFalse(lead_form.commercial_partner_id)
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self.assertFalse(lead_form._get_context('partner_id')['default_parent_id'])
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# set contact, updates commercial partner
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lead_form.partner_id = self.child_contact_1
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self.assertEqual(lead_form.commercial_partner_id, self.parent_company)
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self.assertEqual(lead_form._get_context('partner_id')['default_parent_id'], self.parent_company.id)
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lead_form.partner_id = self.child_contact_2
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self.assertEqual(lead_form.commercial_partner_id, self.parent_company)
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self.assertEqual(lead_form.partner_id, self.child_contact_2)
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# set company, resets partner
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lead_form.commercial_partner_id = self.childless_company
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self.assertEqual(lead_form.commercial_partner_id, self.childless_company)
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self.assertFalse(lead_form.partner_id)
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self.assertEqual(lead_form._get_context('partner_id')['default_parent_id'], self.childless_company.id)
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lead_form.commercial_partner_id = self.parent_company
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self.assertEqual(lead_form.commercial_partner_id, self.parent_company)
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self.assertFalse(lead_form.partner_id)
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self.assertEqual(lead_form._get_context('partner_id')['default_parent_id'], self.parent_company.id)
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def test_kanban_quick_create_partner_inherited_details(self):
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"""Check behavior of setting the quick create "company" field at create time.
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It should link the company as the partner if there's no contact
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and the contact details are either empty or match the company's.
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Otherwise it will simply be added as the partner_name, if there is none.
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"""
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no_partner = self.env['res.partner']
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company = self.childless_company
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company.write({
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'email': 'childless@test.lan',
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'phone': '+32 499 00 00 00'
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})
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test_cases = [
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({'email_from': False, 'phone': False}, {'partner_id': company, 'email_from': company.email, 'phone': company.phone}),
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({'email_from': company.email, 'phone': False}, {'partner_id': no_partner, 'email_from': company.email, 'phone': False}),
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(
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{'email_from': company.email, 'phone': company.phone[:-1] + '1'},
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{'partner_id': no_partner, 'email_from': company.email, 'phone': company.phone[:-1] + '1'},
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),
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(
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{'email_from': company.email, 'phone': company.phone},
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{'partner_id': company, 'email_from': company.email, 'phone': company.phone}
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),
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(
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{'email_from': company.email + 'n', 'phone': company.phone},
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{'partner_id': no_partner, 'email_from': company.email + 'n', 'phone': company.phone}
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),
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(
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{'partner_id': self.child_contact_1, 'email_from': company.email, 'phone': company.phone},
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{'partner_name': self.parent_company.name, 'partner_id': self.child_contact_1, 'email_from': company.email, 'phone': company.phone}
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),
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]
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for form_values, expected_lead_values in test_cases:
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lead_form = Form(self.env['crm.lead'], self.quick_create_form_view)
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lead_form.commercial_partner_id = self.childless_company
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self.assertFalse(lead_form.phone)
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self.assertFalse(lead_form.email_from)
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expected_lead_values = {'partner_name': company.name} | expected_lead_values
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with self.subTest(form_values=form_values):
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for field_name, input_value in form_values.items():
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lead_form[field_name] = input_value
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lead = lead_form.save()
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for field_name, expected_value in expected_lead_values.items():
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self.assertEqual(lead[field_name], expected_value)
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# sanity check, nothing was synced
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self.assertEqual(company.email, 'childless@test.lan')
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self.assertEqual(company.phone, '+32 499 00 00 00')
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# check that it behaves reasonably if used without form too
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lead = self.env['crm.lead'].create({
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'commercial_partner_id': self.childless_company.id,
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'name': "Childless Company's lead",
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})
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self.assertEqual(lead.partner_id, self.childless_company)
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lead = self.env['crm.lead'].with_context(default_partner_id=self.parent_company).create({
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'commercial_partner_id': self.childless_company.id,
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'name': "Childless Company's lead",
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})
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self.assertEqual(lead.partner_id, self.parent_company, 'Default partner should take precedence over commercial_partner_id')
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# check default_partner_id behaviors
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orphan = self.orphan_contact
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orphan.write({'email': 'orphan_individual@example.com', 'phone': '+32 488 00 00 00'})
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child_contact = self.child_contact_1
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child_contact.write({'email': 'child_contact@example.com', 'phone': '+32 477 00 00 00'})
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test_cases_default = {
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child_contact: {
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'partner_id': child_contact, 'email_from': child_contact.email, 'phone': child_contact.phone,
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'partner_name': self.parent_company.name, 'commercial_partner_id': self.parent_company
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},
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company: {
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'partner_id': company, 'email_from': company.email, 'phone': company.phone,
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'partner_name': company.name, 'commercial_partner_id': self.env['res.partner']
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},
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orphan: {
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'partner_id': orphan, 'email_from': orphan.email, 'phone': orphan.phone,
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'partner_name': False, 'commercial_partner_id': self.env['res.partner']
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}
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}
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for default_partner, expected_lead_values in test_cases_default.items():
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# check default partner in both the form and quick create form views
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for view in [None, self.quick_create_form_view]:
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with self.subTest(default_partner=default_partner, view=view):
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lead_form = Form(self.env['crm.lead'].with_context(default_partner_id=default_partner), view)
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for field_name, expected_value in expected_lead_values.items():
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self.assertEqual(lead_form[field_name], expected_value)
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