def test_crm_lead_partner_sync_email_phone_corner_cases(self):
""" Test corner cases of email and phone sync (False versus '', formatting
differences, wrong input, ...) """
test_email = '*****@*****.**'
lead = self.lead_1.with_user(self.env.user)
contact = self.env['res.partner'].create({
'name': 'NoContact Partner',
'phone': '',
'email': '',
'mobile': '',
})
lead_form = Form(lead)
self.assertEqual(lead_form.email_from, test_email)
self.assertFalse(lead_form.ribbon_message)
# email: False versus empty string
lead_form.partner_id = contact
self.assertIn('the customer email', lead_form.ribbon_message)
lead_form.email_from = ''
self.assertFalse(lead_form.ribbon_message)
lead_form.email_from = False
self.assertFalse(lead_form.ribbon_message)
# phone: False versus empty string
lead_form.phone = '+1 202-555-0888'
self.assertIn('the customer phone', lead_form.ribbon_message)
lead_form.phone = ''
self.assertFalse(lead_form.ribbon_message)
lead_form.phone = False
self.assertFalse(lead_form.ribbon_message)
# email/phone: formatting should not trigger ribbon
lead.write({
'email_from': '"My Name" <%s>' % test_email,
'phone': '+1 202-555-0888',
})
contact.write({
'email': '"My Name" <%s>' % test_email,
'phone': '+1 202-555-0888',
})
lead_form = Form(lead)
self.assertFalse(lead_form.ribbon_message)
lead_form.partner_id = contact
self.assertFalse(lead_form.ribbon_message)
lead_form.email_from = '"Another Name" <%s>' % test_email # same email normalized
self.assertFalse(lead_form.ribbon_message,
'Formatting-only change should not trigger write')
lead_form.phone = '2025550888' # same number but another format
self.assertFalse(lead_form.ribbon_message,
'Formatting-only change should not trigger write')
# wrong value are also propagated
lead_form.phone = '666 789456789456789456'
self.assertIn('the customer phone', lead_form.ribbon_message)
def test_crm_lead_partner_sync_email_phone(self):
""" Specifically test synchronize between a lead and its partner about
phone and email fields. Phone especially has some corner cases due to
automatic formatting (notably with onchange in form view). """
lead, partner = self.lead_1.with_user(self.env.user), self.contact_2
lead_form = Form(lead)
# reset partner phone to a local number and prepare formatted / sanitized values
partner_phone, partner_mobile = self.test_phone_data[
2], self.test_phone_data[1]
partner_phone_formatted = phone_format(partner_phone, 'US', '1')
partner_phone_sanitized = phone_format(partner_phone,
'US',
'1',
force_format='E164')
partner_mobile_formatted = phone_format(partner_mobile, 'US', '1')
partner_mobile_sanitized = phone_format(partner_mobile,
'US',
'1',
force_format='E164')
partner_email, partner_email_normalized = self.test_email_data[
2], self.test_email_data_normalized[2]
self.assertEqual(partner_phone_formatted, '+1 202-555-0888')
self.assertEqual(partner_phone_sanitized,
self.test_phone_data_sanitized[2])
self.assertEqual(partner_mobile_formatted, '+1 202-555-0999')
self.assertEqual(partner_mobile_sanitized,
self.test_phone_data_sanitized[1])
# ensure initial data
self.assertEqual(partner.phone, partner_phone)
self.assertEqual(partner.mobile, partner_mobile)
self.assertEqual(partner.email, partner_email)
# LEAD/PARTNER SYNC: email and phone are propagated to lead
# as well as mobile (who does not trigger the reverse sync)
lead_form.partner_id = partner
self.assertEqual(lead_form.email_from, partner_email)
self.assertEqual(lead_form.phone, partner_phone_formatted,
'Lead: form automatically formats numbers')
self.assertEqual(lead_form.mobile, partner_mobile_formatted,
'Lead: form automatically formats numbers')
self.assertFalse(lead_form.ribbon_message)
lead_form.save()
self.assertEqual(partner.phone, partner_phone,
'Lead / Partner: partner values sent to lead')
self.assertEqual(lead.email_from, partner_email,
'Lead / Partner: partner values sent to lead')
self.assertEqual(
lead.email_normalized, partner_email_normalized,
'Lead / Partner: equal emails should lead to equal normalized emails'
)
self.assertEqual(
lead.phone, partner_phone_formatted,
'Lead / Partner: partner values (formatted) sent to lead')
self.assertEqual(
lead.mobile, partner_mobile_formatted,
'Lead / Partner: partner values (formatted) sent to lead')
self.assertEqual(lead.phone_sanitized, partner_mobile_sanitized,
'Lead: phone_sanitized computed field on mobile')
# for email_from, if only formatting differs, warning ribbon should
# not appear and email on partner should not be updated
lead_form.email_from = '"Hermes Conrad" <%s>' % partner_email_normalized
self.assertFalse(lead_form.ribbon_message)
lead_form.save()
self.assertEqual(lead_form.partner_id.email, partner_email)
# LEAD/PARTNER SYNC: lead updates partner
new_email = '"John Zoidberg" <*****@*****.**>'
new_email_normalized = '*****@*****.**'
lead_form.email_from = new_email
self.assertIn('the customer email will', lead_form.ribbon_message)
new_phone = '+1 202 555 7799'
new_phone_formatted = phone_format(new_phone, 'US', '1')
lead_form.phone = new_phone
self.assertEqual(lead_form.phone, new_phone_formatted)
self.assertIn('the customer email and phone number will',
lead_form.ribbon_message)
lead_form.save()
self.assertEqual(partner.email, new_email)
self.assertEqual(partner.email_normalized, new_email_normalized)
self.assertEqual(partner.phone, new_phone_formatted)
# LEAD/PARTNER SYNC: mobile does not update partner
new_mobile = '+1 202 555 6543'
new_mobile_formatted = phone_format(new_mobile, 'US', '1')
lead_form.mobile = new_mobile
lead_form.save()
self.assertEqual(lead.mobile, new_mobile_formatted)
self.assertEqual(partner.mobile, partner_mobile)
# LEAD/PARTNER SYNC: reseting lead values also resets partner for email
# and phone, but not for mobile
lead_form.email_from, lead_form.phone, lead.mobile = False, False, False
self.assertIn('the customer email and phone number will',
lead_form.ribbon_message)
lead_form.save()
self.assertFalse(partner.email)
self.assertFalse(partner.email_normalized)
self.assertFalse(partner.phone)
self.assertFalse(lead.phone)
self.assertFalse(lead.mobile)
self.assertFalse(lead.phone_sanitized)
self.assertEqual(partner.mobile, partner_mobile)
self.assertEqual(partner.phone_sanitized, partner_mobile_sanitized,
'Partner sanitized should be computed on mobile')