158 lines
8.0 KiB
Python
158 lines
8.0 KiB
Python
# -*- coding: utf-8 -*-
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from .common import TestCrmCases
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class TestLead2opportunity2win(TestCrmCases):
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def test_lead2opportunity2win(self):
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""" Tests for Test Lead 2 opportunity 2 win """
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CrmLead2OpportunityPartnerMass = self.env['crm.lead2opportunity.partner.mass']
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CalendarAttendee = self.env['calendar.attendee']
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default_stage_id = self.ref("crm.stage_lead1")
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crm_case_2 = self.env.ref('crm.crm_case_2')
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crm_case_3 = self.env.ref('crm.crm_case_3')
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crm_case_13 = self.env.ref('crm.crm_case_13')
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# In order to test the conversion of a lead into a opportunity,
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# I set lead to open stage.
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crm_case_3.write({'stage_id': default_stage_id})
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# I check if the lead stage is "Open".
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self.assertEqual(crm_case_3.stage_id.sequence, 1, 'Lead stage is Open')
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# Giving access rights of salesman to convert the lead into opportunity.
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# I convert lead into opportunity for exiting customer.
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crm_case_3.sudo(self.crm_salemanager.id).convert_opportunity(self.env.ref("base.res_partner_2").id)
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# I check details of converted opportunity.
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self.assertEqual(crm_case_3.type, 'opportunity', 'Lead is not converted to opportunity!')
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self.assertEqual(crm_case_3.partner_id.id, self.env.ref("base.res_partner_2").id, 'Partner mismatch!')
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self.assertEqual(crm_case_3.stage_id.id, default_stage_id, 'Stage of opportunity is incorrect!')
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# Now I schedule meeting with customer.
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crm_case_3.action_schedule_meeting()
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# After communicated with customer, I put some notes with contract details.
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crm_case_3.message_post(subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
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# I convert mass lead into opportunity customer.
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branch = self.env.ref('base_branch_company.data_branch_1')
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mass = CrmLead2OpportunityPartnerMass.with_context({'active_model': 'crm.lead', 'active_ids': [crm_case_13.id, crm_case_2.id], 'active_id': crm_case_13.id}).create({
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'user_ids': [(6, 0, self.env.ref('base.user_root').ids)],
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'team_id': self.env.ref("sales_team.team_sales_department").id
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})
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mass.sudo(self.crm_salemanager.id).mass_convert()
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# Now I check first lead converted on opportunity.
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self.assertEqual(crm_case_13.name, "Plan to buy 60 keyboards and mouses", "Opportunity name not correct")
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self.assertEqual(crm_case_13.type, 'opportunity', "Lead is not converted to opportunity!")
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expected_partner = "Will McEncroe"
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self.assertEqual(crm_case_13.partner_id.name, expected_partner, "Partner mismatch! %s vs %s" % (crm_case_13.partner_id.name, expected_partner))
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self.assertEqual(crm_case_13.stage_id.id, default_stage_id, "Stage of probability is incorrect!")
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# Then check for second lead converted on opportunity.
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self.assertEqual(crm_case_2.name, "Interest in Your New Software", "Opportunity name not correct")
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self.assertEqual(crm_case_2.type, "opportunity", "Lead is not converted to opportunity!")
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self.assertEqual(crm_case_2.stage_id.id, default_stage_id, "Stage of probability is incorrect!")
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# I loose the second opportunity
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crm_case_2.action_set_lost()
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# I check details of the opportunity after the loose
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self.assertEqual(crm_case_2.probability, 0.0, "Revenue probability should be 0.0!")
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# I confirm review needs meeting.
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self.env.ref('calendar.calendar_event_4').with_context({'active_model': 'calendar.event'}).write({'state': 'open'})
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# I invite a user for meeting.
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CalendarAttendee.create({'partner_id': self.ref('base.partner_root'), 'email': 'user@meeting.com'}).do_accept()
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def test_lead2opportunity_assign_salesmen(self):
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""" Tests for Test Lead2opportunity Assign Salesmen """
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CrmLead2OpportunityPartnerMass = self.env['crm.lead2opportunity.partner.mass']
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LeadSaleman = self.env['crm.lead'].sudo(self.crm_salesman.id)
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default_stage_id = self.ref("crm.stage_lead1")
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branch = self.env.ref('base_branch_company.data_branch_2')
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# During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method. Start by creating 4 salesmen (A to D) and 6 leads (1 to 6).
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test_res_user_01 = self.env['res.users'].create({
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'name': 'Test user A', 'default_branch_id': branch.id,
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'login': 'tua@example.com',
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'new_password': 'tua'
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})
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test_res_user_02 = self.env['res.users'].create({
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'name': 'Test user B', 'default_branch_id': branch.id,
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'login': 'tub@example.com',
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'new_password': 'tub'
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})
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test_res_user_03 = self.env['res.users'].create({
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'name': 'Test user C', 'default_branch_id': branch.id,
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'login': 'tuc@example.com',
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'new_password': 'tuc'
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})
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test_res_user_04 = self.env['res.users'].create({
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'name': 'Test user D', 'default_branch_id': branch.id,
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'login': 'tud@example.com',
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'new_password': 'tud'
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})
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# Salesman also creates lead so giving access rights of salesman.
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test_crm_lead_01 = LeadSaleman.create({
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'type': 'lead',
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'name': 'Test lead 1', 'branch_id': branch.id,
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'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
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'stage_id': default_stage_id
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})
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test_crm_lead_02 = LeadSaleman.create({
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'type': 'lead', 'branch_id': branch.id,
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'name': 'Test lead 2',
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'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
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'stage_id': default_stage_id
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})
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test_crm_lead_03 = LeadSaleman.create({
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'type': 'lead', 'branch_id': branch.id,
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'name': 'Test lead 3',
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'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
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'stage_id': default_stage_id
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})
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test_crm_lead_04 = LeadSaleman.create({
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'type': 'lead', 'branch_id': branch.id,
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'name': 'Test lead 4',
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'email_from': 'Fabrice Lepoilu',
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'stage_id': default_stage_id
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})
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test_crm_lead_05 = LeadSaleman.create({
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'type': 'lead', 'branch_id': branch.id,
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'name': 'Test lead 5',
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'email_from': 'Fabrice Lepoilu',
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'stage_id': default_stage_id
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})
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test_crm_lead_06 = LeadSaleman.create({
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'type': 'lead', 'branch_id': branch.id,
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'name': 'Test lead 6',
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'email_from': 'Agrolait SuperSeed SA',
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'stage_id': default_stage_id
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})
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lead_ids = [test_crm_lead_01.id, test_crm_lead_02.id, test_crm_lead_03.id, test_crm_lead_04.id, test_crm_lead_05.id, test_crm_lead_06.id]
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salesmen_ids = [test_res_user_01.id, test_res_user_02.id, test_res_user_03.id, test_res_user_04.id]
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# Salesman create a mass convert wizard and convert all the leads.
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additionnal_context = {'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': test_crm_lead_01.id}
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mass = CrmLead2OpportunityPartnerMass.sudo(self.crm_salesman.id).with_context(**additionnal_context).create({
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'user_ids': [(6, 0, salesmen_ids)],
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'team_id': self.env.ref("sales_team.team_sales_department").id,
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'deduplicate': False,
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'force_assignation': True
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})
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mass.sudo(self.crm_salesman.id).mass_convert()
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# The leads should now be opps with a salesman and a salesteam. Also, salesmen should have been assigned following a round-robin method.
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opps = self.env['crm.lead'].sudo(self.crm_salesman.id).browse(lead_ids)
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i = 0
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for opp in opps:
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self.assertEqual(opp.type, 'opportunity', 'Type mismatch: this should be an opp, not a lead')
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self.assertEqual(opp.user_id.id, salesmen_ids[i], 'Salesman mismatch: expected salesman %r, got %r' % (salesmen_ids[i], opp.user_id.id))
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i = i + 1 if (i < len(salesmen_ids) - 1) else 0
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