108 lines
4.9 KiB
Python
108 lines
4.9 KiB
Python
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
|
|
|
import json
|
|
|
|
from odoo.tests import new_test_user, tagged, TransactionCase
|
|
from odoo.tests.common import users
|
|
|
|
|
|
@tagged('post_install', '-at_install')
|
|
class TestAiCrmTools(TransactionCase):
|
|
|
|
@classmethod
|
|
def setUpClass(cls):
|
|
super().setUpClass()
|
|
cls.public_user = new_test_user(cls.env, login='public_user', groups='base.group_public', name='Public')
|
|
cls.portal_user = new_test_user(cls.env, login='portal_user', groups='base.group_portal', name='Portal',
|
|
email='portal@example.com')
|
|
cls.tag_ids = cls.env['crm.tag'].create([
|
|
{'name': 'Team1'},
|
|
{'name': 'Team2'},
|
|
])
|
|
cls.team_ids = cls.env['crm.team'].create([
|
|
{'name': 'tag1'},
|
|
{'name': 'tag2'},
|
|
])
|
|
cls.agent = cls.env['ai.agent'].create({'name': 'ai lead creation agent'})
|
|
cls.channel = cls.env['discuss.channel'].create({'name': 'ai lead creation channel', "channel_type": "ai_chat", "ai_agent_id": cls.agent.id})
|
|
|
|
def _use_create_lead_tool(self):
|
|
tool = self.env.ref('ai_crm.ir_actions_server_ai_create_lead').sudo()
|
|
tool.with_context({'discuss_channel': self.channel})._ai_tool_run(None, {
|
|
'name': 'AI Lead',
|
|
'contact_name': 'Frank',
|
|
'description': '<p onclick="alert(1)">AI created lead</p>',
|
|
'email': 'mail@example.com',
|
|
'phone': '+32123456789',
|
|
'priority': '1',
|
|
'team_id': self.team_ids[1].id,
|
|
'tag_ids': self.tag_ids.ids,
|
|
'country_id': self.env['res.country'].search([('code', '=', 'BE')], limit=1).id,
|
|
'state_id': self.env['res.country.state'].search([('code', '=', 'WLG')], limit=1).id,
|
|
'city': 'Liège',
|
|
'zip_code': '4000',
|
|
'street': 'Quai de Rome 1',
|
|
'job_position': 'Software Engineer',
|
|
})
|
|
return self.env['crm.lead'].sudo().search([], order='id desc', limit=1)
|
|
|
|
@users('public_user')
|
|
def test_get_lead_create_available_params_tool(self):
|
|
tool = self.env.ref('ai_crm.ir_actions_server_ai_get_lead_create_available_params').sudo()
|
|
prompt = tool._ai_tool_run(None, {})
|
|
for rec in (*self.tag_ids, *self.team_ids):
|
|
self.assertIn(json.dumps({'id': rec.id, 'display_name': rec.display_name}), prompt)
|
|
|
|
@users('public_user')
|
|
def test_create_lead_tool_public(self):
|
|
lead = self._use_create_lead_tool()
|
|
self.assertEqual('AI Lead', lead.name)
|
|
self.assertEqual('Frank', lead.contact_name)
|
|
self.assertEqual('<p>AI created lead</p>', lead.description)
|
|
self.assertEqual('mail@example.com', lead.email_from)
|
|
self.assertEqual('+32123456789', lead.phone)
|
|
self.assertEqual('1', lead.priority)
|
|
self.assertEqual(self.team_ids[1], lead.team_id)
|
|
self.assertEqual(self.tag_ids, lead.tag_ids)
|
|
self.assertFalse(lead.user_id)
|
|
self.assertEqual('Website', lead.medium_id.name)
|
|
self.assertEqual(self.agent.name, lead.source_id.name)
|
|
self.assertEqual('BE', lead.country_id.code)
|
|
self.assertEqual('WLG', lead.state_id.code)
|
|
self.assertEqual('Liège', lead.city)
|
|
self.assertEqual('4000', lead.zip)
|
|
self.assertEqual('Quai de Rome 1', lead.street)
|
|
self.assertEqual('Software Engineer', lead.function)
|
|
|
|
@users('portal_user')
|
|
def test_create_lead_tool_portal(self):
|
|
self.portal_user.email = ""
|
|
lead = self._use_create_lead_tool()
|
|
self.assertEqual('mail@example.com', lead.email_from)
|
|
self.assertEqual('+32123456789', lead.phone)
|
|
self.assertEqual('BE', lead.country_id.code)
|
|
self.assertEqual('WLG', lead.state_id.code)
|
|
self.assertEqual('Liège', lead.city)
|
|
self.assertEqual('4000', lead.zip)
|
|
self.assertEqual('Quai de Rome 1', lead.street)
|
|
self.assertEqual('Software Engineer', lead.function)
|
|
|
|
@users('portal_user')
|
|
def test_create_lead_tool_portal_no_overwrite(self):
|
|
self.portal_user.city = 'Brussels'
|
|
self.portal_user.phone = '+32987654321'
|
|
self.portal_user.function = 'Data Analyst'
|
|
lead = self._use_create_lead_tool()
|
|
# don't overwrite fields that are set (prefer to keep the 'manually' inserted data if any)
|
|
self.assertEqual('Portal', lead.contact_name)
|
|
self.assertEqual('portal@example.com', lead.email_from)
|
|
self.assertEqual('+32987654321', lead.phone)
|
|
self.assertEqual('Data Analyst', lead.function)
|
|
# if any address field is set on the partner, keep the one set
|
|
# (don't set any other address field to avoid mixing 2 potentially different addresses)
|
|
self.assertEqual('Brussels', lead.city)
|
|
self.assertFalse(lead.country_id)
|
|
self.assertFalse(lead.state_id)
|
|
self.assertFalse(lead.zip)
|
|
self.assertFalse(lead.street)
|