Odoo18-Base/addons/test_event_full/tests/test_event_crm.py

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2025-01-06 10:57:38 +07:00
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.test_event_full.tests.common import TestEventFullCommon
from odoo.tests import tagged, users
@tagged("event_crm")
class TestEventCrm(TestEventFullCommon):
@classmethod
def setUpClass(cls):
super(TestEventCrm, cls).setUpClass()
cls.TICKET1_COUNT, cls.TICKET2_COUNT = 3, 1
ticket1 = cls.test_event.event_ticket_ids[0]
ticket2 = cls.test_event.event_ticket_ids[1]
(cls.test_rule_attendee + cls.test_rule_order).write({'event_id': cls.test_event.id})
# PREPARE SO DATA
# ------------------------------------------------------------
# adding some tickets to SO
cls.customer_so.write({
'order_line': [
(0, 0, {
'event_id': cls.test_event.id,
'event_ticket_id': ticket1.id,
'product_id': ticket1.product_id.id,
'product_uom_qty': cls.TICKET1_COUNT,
}), (0, 0, {
'event_id': cls.test_event.id,
'event_ticket_id': ticket2.id,
'product_id': ticket2.product_id.id,
'product_uom_qty': cls.TICKET2_COUNT,
'price_unit': 50,
})
]
})
@users('user_sales_salesman')
def test_event_crm_sale_customer(self):
""" Test a SO with a real customer set on it, check partner propagation
as well as group-based lead update. """
customer_so = self.env['sale.order'].browse(self.customer_so.id)
# adding some tickets to SO
t1_reg_vals = [
dict(customer_data,
partner_id=customer_so.partner_id.id,
sale_order_line_id=customer_so.order_line[0].id)
for customer_data in self.website_customer_data[:self.TICKET1_COUNT]
]
t1_registrations = self.env['event.registration'].create(t1_reg_vals)
# check effect: registrations, leads
self.assertEqual(self.test_event.registration_ids, t1_registrations)
self.assertEqual(len(self.test_rule_order.lead_ids), 1)
self.assertEqual(self.test_rule_order_done.lead_ids, self.env['crm.lead'])
# check lead converted based on registrations
self.assertLeadConvertion(self.test_rule_order, t1_registrations, partner=customer_so.partner_id)
# SO is confirmed -> missing registrations should be automatically added
# and added to the lead as part of the same group
customer_so.action_confirm()
self.assertEqual(customer_so.state, 'sale')
self.assertEqual(len(self.test_event.registration_ids), self.TICKET1_COUNT + self.TICKET2_COUNT)
self.assertEqual(len(self.test_rule_order.lead_ids), 1) # no new lead created
self.assertEqual(self.test_rule_order_done.lead_ids, self.env['crm.lead']) # this one still not triggered
# check existing lead has been updated with new registrations
self.assertLeadConvertion(self.test_rule_order, self.test_event.registration_ids, partner=customer_so.partner_id)
# Confirm registrations -> trigger the "DONE" rule, one new lead linked to all
# event registrations created in this test as all belong to the same SO
self.test_event.registration_ids.write({'state': 'done'})
self.assertLeadConvertion(self.test_rule_order_done, self.test_event.registration_ids, partner=customer_so.partner_id)
@users('user_sales_salesman')
def test_event_crm_sale_mixed_group(self):
""" Test a mixed sale order line creation. This should not happen in a customer
use case but should be supported by the code. """
public_partner = self.env.ref('base.public_partner')
public_so = self.env['sale.order'].create({
'partner_id': public_partner.id,
'order_line': [
(0, 0, {
'event_id': self.test_event.id,
'event_ticket_id': self.test_event.event_ticket_ids[0].id,
'product_id': self.test_event.event_ticket_ids[0].product_id.id,
'product_uom_qty': 2,
})
]
})
customer_so = self.env['sale.order'].browse(self.customer_so.id)
# make a multi-SO create
mixed_reg_vals = [
dict(self.website_customer_data[0],
partner_id=customer_so.partner_id.id,
sale_order_line_id=customer_so.order_line[0].id),
dict(self.website_customer_data[1],
partner_id=customer_so.partner_id.id,
sale_order_line_id=customer_so.order_line[0].id),
dict(self.website_customer_data[2],
partner_id=public_so.partner_id.id,
sale_order_line_id=public_so.order_line[0].id),
dict(self.website_customer_data[3],
partner_id=public_so.partner_id.id,
sale_order_line_id=public_so.order_line[0].id),
]
self.env['event.registration'].create(mixed_reg_vals)
public_regs = self.test_event.registration_ids.filtered(lambda reg: reg.sale_order_id == public_so)
self.assertEqual(len(public_regs), 2)
customer_regs = self.test_event.registration_ids.filtered(lambda reg: reg.sale_order_id == customer_so)
self.assertEqual(len(customer_regs), 2)
self.assertLeadConvertion(self.test_rule_order, public_regs, partner=None)
self.assertLeadConvertion(self.test_rule_order, customer_regs, partner=customer_so.partner_id)
@users('user_sales_salesman')
def test_event_crm_sale_public(self):
""" Test a SO with a public partner on it, then updated when SO is confirmed.
This somehow simulates a simplified website_event_sale flow. """
public_partner = self.env.ref('base.public_partner')
customer_so = self.env['sale.order'].browse(self.customer_so.id)
customer_so.write({
'partner_id': public_partner.id,
})
# adding some tickets to SO
t1_reg_vals = [
dict(customer_data,
partner_id=public_partner.id,
sale_order_line_id=customer_so.order_line[0].id)
for customer_data in self.website_customer_data[:self.TICKET1_COUNT]
]
t1_registrations = self.env['event.registration'].create(t1_reg_vals)
self.assertEqual(self.test_event.registration_ids, t1_registrations)
# check lead converted based on registrations
self.assertLeadConvertion(self.test_rule_order, t1_registrations, partner=None)
# SO is confirmed -> missing registrations should be automatically added
# BUT as public user -> no email -> not taken into account by rule
customer_so.action_confirm()
self.assertEqual(customer_so.state, 'sale')
self.assertEqual(len(self.test_event.registration_ids), self.TICKET1_COUNT + self.TICKET2_COUNT)
self.assertLeadConvertion(self.test_rule_order, t1_registrations, partner=None)
# SO has a customer set -> main contact of lead is updated accordingly
customer_so.write({'partner_id': self.event_customer.id})
self.assertLeadConvertion(self.test_rule_order, t1_registrations, partner=self.event_customer)
def test_event_update_lead(self):
"""Make sure that we update leads without issues when question's answer is added to an event attendee."""
self.env['event.lead.rule'].search([]).write({'active': False})
self.env['event.lead.rule'].create({
'name': 'test_event_lead_rule',
'lead_creation_basis': 'attendee',
'lead_creation_trigger': 'create',
'event_registration_filter': [['partner_id', '!=', False]],
'lead_type': 'lead',
})
event_registration = self.env['event.registration'].create({
'name': 'Event Registration without answers added at first',
'event_id': self.test_event.id,
'partner_id': self.event_customer.id,
})
event_registration.write({
'registration_answer_ids': [(0, 0, {
'question_id': self.test_event.question_ids[1].id,
'value_answer_id': self.test_event.question_ids[1].answer_ids[0].id,
})]
})
self.assertIn(self.test_event.question_ids[1].answer_ids[0].name, event_registration.lead_ids[0].description,
"lead description not updated with the answer to the question")