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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.

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================================
Marketing Campaign Sale Scenario
================================
Imports::
>>> from decimal import Decimal
>>> from proteus import Model
>>> from trytond.modules.account.tests.tools import (
... create_chart, create_fiscalyear, get_accounts)
>>> from trytond.modules.account_invoice.tests.tools import (
... set_fiscalyear_invoice_sequences)
>>> from trytond.modules.company.tests.tools import create_company
>>> from trytond.tests.tools import activate_modules, assertEqual
Activate modules::
>>> config = activate_modules(
... ['marketing_campaign', 'sale', 'sale_opportunity'],
... create_company, create_chart)
>>> Category = Model.get('product.category')
>>> Employee = Model.get('company.employee')
>>> Opportunity = Model.get('sale.opportunity')
>>> Party = Model.get('party.party')
>>> ProductTemplate = Model.get('product.template')
>>> ProductUom = Model.get('product.uom')
>>> ReportingMain = Model.get('sale.reporting.main')
>>> ReportingMarketing = Model.get('sale.reporting.marketing')
>>> Sale = Model.get('sale.sale')
Create employee::
>>> employee = Employee(party=Party(name="Employee"))
>>> employee.party.save()
>>> employee.save()
Create fiscal year::
>>> fiscalyear = set_fiscalyear_invoice_sequences(create_fiscalyear())
>>> fiscalyear.click('create_period')
Get accounts::
>>> accounts = get_accounts()
Create party::
>>> customer = Party(name="Customer")
>>> customer.save()
Create account category::
>>> account_category = Category(name="Account Category")
>>> account_category.accounting = True
>>> account_category.account_revenue = accounts['revenue']
>>> account_category.save()
Create product::
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
>>> template = ProductTemplate()
>>> template.name = "Product"
>>> template.default_uom = unit
>>> template.type = 'service'
>>> template.salable = True
>>> template.list_price = Decimal('10')
>>> template.account_category = account_category
>>> template.save()
>>> product, = template.products
Create an opportunity and convert to sale::
>>> with config.set_context(
... marketing_campaign='campaign',
... marketing_medium='web',
... ):
... opportunity = Opportunity()
>>> opportunity.employee = employee
>>> opportunity.party = customer
>>> opportunity.address, = customer.addresses
>>> opportunity.amount = Decimal(100)
>>> line = opportunity.lines.new()
>>> line.product = product
>>> line.quantity = 10
>>> opportunity.save()
>>> opportunity.marketing_campaign.name
'campaign'
>>> opportunity.marketing_medium.name
'web'
>>> opportunity.marketing_source
>>> opportunity.click('opportunity')
>>> opportunity.state
'opportunity'
>>> sale, = opportunity.click('convert')
>>> opportunity.state
'converted'
>>> assertEqual(opportunity.sales, [sale])
Check and confirm sale::
>>> sale.marketing_campaign.name
'campaign'
>>> sale.marketing_medium.name
'web'
>>> sale.marketing_source
>>> sale.click('quote')
>>> sale.click('confirm')
Create a second sale::
>>> with config.set_context(
... marketing_campaign='campaign',
... marketing_medium='phone',
... ):
... sale = Sale()
>>> sale.party = customer
>>> line = sale.lines.new()
>>> line.product = product
>>> line.quantity = 1
>>> sale.save()
>>> sale.marketing_campaign.name
'campaign'
>>> sale.marketing_medium.name
'phone'
>>> sale.marketing_source
>>> sale.click('quote')
>>> sale.click('confirm')
Check sale reporting::
>>> report, = ReportingMain.find([])
>>> report.revenue
Decimal('110.00')
>>> with config.set_context(marketing_medium=sale.marketing_medium.id):
... report, = ReportingMain.find([])
>>> report.revenue
Decimal('10.00')
>>> report, = ReportingMarketing.find([])
>>> report.revenue
Decimal('110.00')
>>> report.marketing_campaign
>>> report.marketing_medium
>>> report.marketing_source
>>> with config.set_context(group_by_marketing_medium=True):
... reports = ReportingMarketing.find([])
>>> len(reports)
2
>>> sorted((r.marketing_medium.name, r.revenue) for r in reports)
[('phone', Decimal('10.00')), ('web', Decimal('100.00'))]
>>> with config.set_context(
... group_by_marketing_campaign=True,
... group_by_marketing_medium=True,
... ):
... reports = ReportingMarketing.find([])
>>> len(reports)
2
>>> sorted({r.marketing_campaign.name for r in reports})
['campaign']
>>> sorted({r.marketing_medium.name for r in reports})
['phone', 'web']
>>> with config.set_context(
... group_by_marketing_campaign=True,
... group_by_marketing_medium=False,
... ):
... report, = ReportingMarketing.find([])

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from unittest.mock import patch
from trytond.model import ModelStorage
from trytond.modules.marketing_campaign import MarketingCampaignUTM
from trytond.pool import Pool
from trytond.tests.test_tryton import ModuleTestCase, with_transaction
class MarketingCampaignTestCase(ModuleTestCase):
"Test Marketing Campaign module"
module = 'marketing_campaign'
extras = [
'marketing_email', 'marketing_automation', 'sale', 'sale_opportunity',
'sale_point', 'web_shortener']
@with_transaction()
def test_shortened_url_add_utm(self):
"Test add UTM to shortened URL"
pool = Pool()
ShortenedURL = pool.get('web.shortened_url')
URLAccess = pool.get('web.shortened_url.access')
Campaign = pool.get('marketing.campaign')
with patch.object(URLAccess, 'save'):
class Record(MarketingCampaignUTM, ModelStorage):
__slots__ = ('marketing_campaign',)
id = 1
Record.__setup__()
Record.__post_setup__()
campaign = Campaign(name='campaign')
campaign.save()
record = Record()
record.marketing_campaign = campaign
shortened_url = ShortenedURL(
redirect_url='http://example.com/',
record=record,
method=None)
self.assertEqual(
shortened_url.access(),
'http://example.com/?utm_campaign=campaign')
del ModuleTestCase

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.tests.test_tryton import load_doc_tests
def load_tests(*args, **kwargs):
return load_doc_tests(__name__, __file__, *args, **kwargs)