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[16.0][IMP] crm_project_create: Archive or reactive the project and i…
…ts analytical account from lead. @moduon MT-8265
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| - Emilio Pascual ([Moduon](https://www.moduon.team/)) | ||
| - Eduardo López ([Moduon](https://www.moduon.team/)) |
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| This module extends the functionality of crm and project and allow you to create a project from opportunity or lead. | ||
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| It also allows archiving or reactivating the project and its analytical account from the lead. |
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| from . import common | ||
| from . import test_crm_create_project | ||
| from . import test_crm_lead |
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| # Copyright 2024 Moduon Team S.L. | ||
| # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0) | ||
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| from odoo.tests.common import TransactionCase | ||
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| from odoo.addons.mail.tests.common import mail_new_test_user | ||
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| class TestCrmLeadCommon(TransactionCase): | ||
| @classmethod | ||
| def setUpClass(cls): | ||
| super().setUpClass() | ||
| cls.company = cls.env["res.company"].create( | ||
| { | ||
| "name": "Company Test", | ||
| } | ||
| ) | ||
| cls.user_salesman = mail_new_test_user( | ||
| cls.env, | ||
| login="user_salesman", | ||
| name="User Salesman", | ||
| email="user_salesman@test.example.com", | ||
| company_id=cls.company.id, | ||
| groups="sales_team.group_sale_salesman", | ||
| ) | ||
| cls.partner = cls.env["res.partner"].create( | ||
| { | ||
| "name": "Partner Test", | ||
| } | ||
| ) | ||
| cls.lead = cls.env["crm.lead"].create( | ||
| { | ||
| "name": "Test Lead", | ||
| "type": "lead", | ||
| "partner_id": cls.partner.id, | ||
| "user_id": cls.user_salesman.id, | ||
| } | ||
| ) |
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| Original file line number | Diff line number | Diff line change |
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| @@ -0,0 +1,51 @@ | ||
| # Copyright 2025 Moduon Team S.L. | ||
| # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0) | ||
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| from odoo.tests.common import Form, users | ||
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| from .common import TestCrmLeadCommon | ||
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| class TestCrmLead(TestCrmLeadCommon): | ||
| @classmethod | ||
| def setUpClass(cls): | ||
| super().setUpClass() | ||
| wizard_form = Form( | ||
| cls.env["crm.create.project"].with_context( | ||
| active_model="crm.lead", | ||
| active_id=cls.lead.id, | ||
| default_lead_id=cls.lead.id, | ||
| default_project_name=cls.lead.name, | ||
| ) | ||
| ) | ||
| wizard = wizard_form.save() | ||
| wizard.create_project() | ||
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| @users("user_salesman") | ||
| def test_crm_lead_lost(self): | ||
| """When a lead is lost, so it's project and their analytic account.""" | ||
| self.assertTrue(self.lead.project_id.active) | ||
| self.assertTrue(self.lead.project_id.analytic_account_id.active) | ||
| # Use the cancel wizard to archive the lead | ||
| wizard_lost = self.env["crm.lead.lost"].create( | ||
| { | ||
| "lost_reason_id": self.env.ref("crm.lost_reason_1").id, | ||
| } | ||
| ) | ||
| wizard_lost.with_context(active_ids=self.lead.ids).action_lost_reason_apply() | ||
| self.assertFalse(self.lead.project_id.active) | ||
| self.assertFalse(self.lead.project_id.analytic_account_id.active) | ||
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| @users("user_salesman") | ||
| def test_crm_lead_archive(self): | ||
| """When a lead is archived, so it's project and their analytic account. | ||
| And viceversa""" | ||
| self.assertTrue(self.lead.project_id.active) | ||
| self.assertTrue(self.lead.project_id.analytic_account_id.active) | ||
| self.lead.action_archive() | ||
| self.assertFalse(self.lead.project_id.active) | ||
| self.assertFalse(self.lead.project_id.analytic_account_id.active) | ||
| # Reactivate the lead | ||
| self.lead.toggle_active() | ||
| self.assertTrue(self.lead.project_id.active) | ||
| self.assertTrue(self.lead.project_id.analytic_account_id.active) |