Odoo18-Base/addons/crm/tests/test_crm_lead_duplicates.py

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2025-03-10 11:12:23 +07:00
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.crm.tests.common import TestCrmCommon
from odoo.tests.common import tagged, users
@tagged('lead_manage')
class TestLeadConvert(TestCrmCommon):
@users('user_sales_manager')
def test_potential_duplicates(self):
company = self.env['res.partner'].create({
'name': 'My company',
'email': 'mycompany@company.com',
'is_company': True,
'street': '57th Street',
'city': 'New New York',
'country_id': self.env.ref('base.us').id,
'zip': '12345',
})
partner_1 = self.env['res.partner'].create({
'name': 'Dave',
'email': 'dave@odoo.com',
'mobile': '+1 202 555 0123',
'phone': False,
'parent_id': company.id,
'is_company': False,
'street': 'Pearl street',
'city': 'California',
'country_id': self.env.ref('base.us').id,
'zip': '95826',
})
partner_2 = self.env['res.partner'].create({
'name': 'Eve',
'email': 'eve@odoo.com',
'mobile': '+1 202 555 3210',
'phone': False,
'parent_id': company.id,
'is_company': False,
'street': 'Wall street',
'city': 'New York',
'country_id': self.env.ref('base.us').id,
'zip': '54321',
})
lead_1 = self.env['crm.lead'].create({
'name': 'Lead 1',
'type': 'lead',
'partner_name': 'Alice',
'email_from': 'alice@odoo.com',
})
lead_2 = self.env['crm.lead'].create({
'name': 'Opportunity 1',
'type': 'opportunity',
'email_from': 'alice@odoo.com',
})
lead_3 = self.env['crm.lead'].create({
'name': 'Opportunity 2',
'type': 'opportunity',
'email_from': 'alice@odoo.com',
})
lead_4 = self.env['crm.lead'].create({
'name': 'Lead 2',
'type': 'lead',
'partner_name': 'Alice Doe'
})
lead_5 = self.env['crm.lead'].create({
'name': 'Opportunity 3',
'type': 'opportunity',
'partner_name': 'Alice Doe'
})
lead_6 = self.env['crm.lead'].create({
'name': 'Opportunity 4',
'type': 'opportunity',
'partner_name': 'Bob Doe'
})
lead_7 = self.env['crm.lead'].create({
'name': 'Opportunity 5',
'type': 'opportunity',
'partner_name': 'Bob Doe',
'email_from': 'bob@odoo.com',
})
lead_8 = self.env['crm.lead'].create({
'name': 'Opportunity 6',
'type': 'opportunity',
'email_from': 'bob@mymail.com',
})
lead_9 = self.env['crm.lead'].create({
'name': 'Opportunity 7',
'type': 'opportunity',
'email_from': 'alice@mymail.com',
})
lead_10 = self.env['crm.lead'].create({
'name': 'Opportunity 8',
'type': 'opportunity',
'probability': 0,
'active': False,
'email_from': 'alice@mymail.com',
})
lead_11 = self.env['crm.lead'].create({
'name': 'Opportunity 9',
'type': 'opportunity',
'contact_name': 'charlie'
})
lead_12 = self.env['crm.lead'].create({
'name': 'Opportunity 10',
'type': 'opportunity',
'contact_name': 'Charlie Chapelin',
})
lead_13 = self.env['crm.lead'].create({
'name': 'Opportunity 8',
'type': 'opportunity',
'partner_id': partner_1.id
})
lead_14 = self.env['crm.lead'].create({
'name': 'Lead 3',
'type': 'lead',
'partner_id': partner_2.id
})
self.assertEqual(lead_1 + lead_2 + lead_3, lead_1.duplicate_lead_ids)
self.assertEqual(lead_1 + lead_2 + lead_3, lead_2.duplicate_lead_ids)
self.assertEqual(lead_1 + lead_2 + lead_3, lead_3.duplicate_lead_ids)
self.assertEqual(lead_4 + lead_5, lead_4.duplicate_lead_ids)
self.assertEqual(lead_4 + lead_5, lead_5.duplicate_lead_ids)
self.assertEqual(lead_6 + lead_7, lead_6.duplicate_lead_ids)
self.assertEqual(lead_6 + lead_7, lead_7.duplicate_lead_ids)
self.assertEqual(lead_8 + lead_9 + lead_10, lead_8.duplicate_lead_ids)
self.assertEqual(lead_8 + lead_9 + lead_10, lead_9.duplicate_lead_ids)
self.assertEqual(lead_8 + lead_9 + lead_10, lead_10.duplicate_lead_ids)
self.assertEqual(lead_11 + lead_12, lead_11.duplicate_lead_ids)
self.assertEqual(lead_12, lead_12.duplicate_lead_ids)
self.assertEqual(lead_13 + lead_14, lead_13.duplicate_lead_ids)
self.assertEqual(lead_13 + lead_14, lead_14.duplicate_lead_ids)
@users('user_sales_manager')
def test_potential_duplicates_with_phone(self):
customer = self.env['res.partner'].create({
'email': 'customer1@duplicate.example.com',
'mobile': '+32485001122',
'name': 'Customer1',
'phone': '(803)-456-6126',
})
base_lead = self.env['crm.lead'].create({
'name': 'Base Lead',
'partner_id': customer.id,
'type': 'lead',
})
self.assertEqual(base_lead.contact_name, customer.name)
self.assertEqual(base_lead.mobile, customer.mobile)
self.assertFalse(base_lead.partner_name)
self.assertEqual(base_lead.phone, customer.phone)
dup1_1 = self.env['crm.lead'].create({
'name': 'Base Lead Dup1',
'type': 'lead',
'phone': '456-6126', # shorter version of base_lead
'mobile': ' ', # empty string shouldn't crash Odoo
'partner_name': 'Partner Name 1',
})
dup1_2 = self.env['crm.lead'].create({
'name': 'Base Lead Dup2',
'mobile': '8034566126',
'partner_name': 'Partner Name 2',
'type': 'lead',
})
dup1_3 = self.env['crm.lead'].create({
'name': 'Base Lead Dup3',
'partner_name': 'Partner Name 3',
'phone': '(803)-456-6126',
'type': 'lead',
})
dup1_4 = self.env['crm.lead'].create({
'mobile': '0032485001122',
# 'mobile': '0485001122', # note: does not work
'name': 'Base Lead Dup4',
'partner_name': 'Partner Name 4',
'phone': False,
'type': 'lead',
})
expected = base_lead + dup1_2 + dup1_3 + dup1_4 # dup1_1 is shorter than lead -> not a dupe
self.assertEqual(
base_lead.duplicate_lead_ids, expected,
'CRM: missing %s, extra %s' % ((expected - base_lead.duplicate_lead_ids).mapped('name'), (base_lead.duplicate_lead_ids - expected).mapped('name'))
)
expected = base_lead + dup1_1 + dup1_2 + dup1_3 # dup1_4 has mobile of customer, but no link with dup1_1
self.assertEqual(
dup1_1.duplicate_lead_ids, expected,
'CRM: missing %s, extra %s' % ((expected - dup1_1.duplicate_lead_ids).mapped('name'), (dup1_1.duplicate_lead_ids - expected).mapped('name'))
)
@users('user_sales_manager')
def test_potential_duplicates_with_invalid_email(self):
lead_1 = self.env['crm.lead'].create({
'name': 'Lead 1',
'type': 'lead',
'email_from': 'mail"1@mymail.com'
})
lead_2 = self.env['crm.lead'].create({
'name': 'Opportunity 1',
'type': 'opportunity',
'email_from': 'mail2@mymail.com'
})
lead_3 = self.env['crm.lead'].create({
'name': 'Opportunity 2',
'type': 'lead',
'email_from': 'odoo.com'
})
lead_4 = self.env['crm.lead'].create({
'name': 'Opportunity 3',
'type': 'opportunity',
'email_from': 'odoo.com'
})
lead_5 = self.env['crm.lead'].create({
'name': 'Opportunity 3',
'type': 'opportunity',
'email_from': 'myodoo.com'
})
self.assertEqual(lead_1 + lead_2, lead_1.duplicate_lead_ids)
self.assertEqual(lead_1 + lead_2, lead_2.duplicate_lead_ids)
self.assertEqual(lead_3 + lead_4 + lead_5, lead_3.duplicate_lead_ids)
self.assertEqual(lead_3 + lead_4 + lead_5, lead_4.duplicate_lead_ids)
self.assertEqual(lead_5, lead_5.duplicate_lead_ids)