odoo-ai/tests/test_crm_tools.py

"""Unit tests for CrmTools."""
import pytest
from unittest.mock import AsyncMock, MagicMock
from agent_service.tools.crm_tools import CrmTools
from agent_service.tools.odoo_client import WriteResult


def _make_tools():
    odoo = MagicMock()
    odoo.search_read = AsyncMock(return_value=[])
    odoo.write = AsyncMock(return_value=WriteResult(
        success=True, model='', record_id=None, action='write'))
    odoo.create = AsyncMock(return_value=WriteResult(
        success=True, model='', record_id=42, action='create'))
    odoo.call = AsyncMock(return_value=True)
    return CrmTools(odoo)


# ── get_leads ────────────────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_get_leads_default():
    t = _make_tools()
    result = await t.get_leads()
    t._o.search_read.assert_awaited_once()
    domain = t._o.search_read.call_args[0][1]
    assert ('type', '=', 'lead') in domain
    assert isinstance(result, list)


@pytest.mark.asyncio
async def test_get_leads_with_stage_filter():
    t = _make_tools()
    await t.get_leads(stage_id=3)
    domain = t._o.search_read.call_args[0][1]
    assert ('stage_id', '=', 3) in domain


@pytest.mark.asyncio
async def test_get_leads_with_user_filter():
    t = _make_tools()
    await t.get_leads(user_id=5)
    domain = t._o.search_read.call_args[0][1]
    assert ('user_id', '=', 5) in domain


# ── get_opportunities ────────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_get_opportunities_default():
    t = _make_tools()
    result = await t.get_opportunities()
    domain = t._o.search_read.call_args[0][1]
    assert ('type', '=', 'opportunity') in domain
    assert isinstance(result, list)


@pytest.mark.asyncio
async def test_get_opportunities_filters():
    t = _make_tools()
    await t.get_opportunities(stage_id=2, user_id=7)
    domain = t._o.search_read.call_args[0][1]
    assert ('stage_id', '=', 2) in domain
    assert ('user_id', '=', 7) in domain


# ── get_pipeline_summary ─────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_get_pipeline_summary_empty():
    t = _make_tools()
    result = await t.get_pipeline_summary()
    assert 'total_opportunities' in result
    assert result['total_opportunities'] == 0
    assert 'weighted_pipeline' in result


@pytest.mark.asyncio
async def test_get_pipeline_summary_aggregates_by_stage():
    t = _make_tools()
    t._o.search_read = AsyncMock(side_effect=[
        [{'id': 1, 'name': 'New', 'sequence': 1}],  # stages
        [
            {'stage_id': [1, 'New'], 'expected_revenue': 10000.0, 'probability': 20},
            {'stage_id': [1, 'New'], 'expected_revenue': 5000.0, 'probability': 50},
        ],
    ])
    result = await t.get_pipeline_summary()
    assert result['total_opportunities'] == 2
    assert result['total_pipeline'] == 15000.0
    assert len(result['stages']) == 1
    assert result['stages'][0]['count'] == 2


@pytest.mark.asyncio
async def test_get_pipeline_summary_weighted_calculation():
    t = _make_tools()
    t._o.search_read = AsyncMock(side_effect=[
        [],
        [{'stage_id': [1, 'Stage'], 'expected_revenue': 1000.0, 'probability': 50}],
    ])
    result = await t.get_pipeline_summary()
    assert result['weighted_pipeline'] == 500.0


# ── update_lead_stage ─────────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_update_lead_stage_success():
    t = _make_tools()
    result = await t.update_lead_stage(lead_id=1, stage_id=3)
    assert result is True
    t._o.write.assert_awaited_once_with('crm.lead', [1], {'stage_id': 3})


@pytest.mark.asyncio
async def test_update_lead_stage_failure():
    t = _make_tools()
    t._o.write = AsyncMock(return_value=WriteResult(
        success=False, model='', record_id=None, action='write', error='permission denied'))
    result = await t.update_lead_stage(lead_id=1, stage_id=3)
    assert result is False


# ── assign_lead ───────────────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_assign_lead_success():
    t = _make_tools()
    result = await t.assign_lead(lead_id=5, user_id=10)
    assert result is True
    t._o.write.assert_awaited_once_with('crm.lead', [5], {'user_id': 10})


# ── log_activity ──────────────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_log_activity_without_type_record():
    t = _make_tools()
    t._o.search_read = AsyncMock(return_value=[])
    result = await t.log_activity(lead_id=1, activity_type='call', note='Called customer')
    assert result is True
    t._o.call.assert_awaited_once()


@pytest.mark.asyncio
async def test_log_activity_with_type_record():
    t = _make_tools()
    t._o.search_read = AsyncMock(return_value=[{'id': 7}])
    await t.log_activity(lead_id=1, activity_type='email', note='Sent email', date_deadline='2026-06-01')
    call_args = t._o.call.call_args[0]
    vals = call_args[2][0]
    assert vals['activity_type_id'] == 7
    assert vals['date_deadline'] == '2026-06-01'
    assert vals['note'] == 'Sent email'


# ── get_won_lost_analysis ─────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_get_won_lost_analysis_counts():
    t = _make_tools()
    t._o.search_read = AsyncMock(side_effect=[
        [{'expected_revenue': 5000.0}, {'expected_revenue': 3000.0}],  # won
        [{'expected_revenue': 1000.0}],  # lost
    ])
    result = await t.get_won_lost_analysis()
    assert result['won_count'] == 2
    assert result['won_revenue'] == 8000.0
    assert result['lost_count'] == 1
    assert result['lost_revenue'] == 1000.0


@pytest.mark.asyncio
async def test_get_won_lost_analysis_with_dates():
    t = _make_tools()
    await t.get_won_lost_analysis(date_from='2026-01-01', date_to='2026-01-31')
    first_call = t._o.search_read.call_args_list[0][0][1]
    assert ('date_closed', '>=', '2026-01-01') in first_call


# ── post_chatter_note ─────────────────────────────────────────────────────────

@pytest.mark.asyncio
async def test_post_chatter_note_calls_message_post():
    t = _make_tools()
    result = await t.post_chatter_note('crm.lead', 1, 'Note text')
    assert result is True
    t._o.call.assert_awaited_once()
    call_args = t._o.call.call_args[0]
    assert call_args[0] == 'crm.lead'
    assert call_args[1] == 'message_post'