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[IMP]: crm: Improved phonecall demo 

bzr revid: rpa@tinyerp.com-20120807075000-b5efil1mkifvz712
This commit is contained in:
Rucha (Open ERP) 2012-08-07 13:20:00 +05:30
parent ae084b58da
commit 0591aaa554
2 changed files with 38 additions and 49 deletions
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81
addons/crm/crm_phonecall_demo.xml
View File

@ -7,88 +7,77 @@
<record id="crm_phonecall_1" model="crm.phonecall">
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field eval="'3'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Left the message&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="name">Left the message</field>
<field name="state">done</field>
<field name="partner_phone">+34 934 340 230</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
<field eval="2.3" name="duration"/>
<field eval="&quot;done&quot;" name="state"/>
</record>
<record id="crm_phonecall_2" model="crm.phonecall">
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="partner_id" ref="base.res_partner_7"/>
<field eval="'4'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Get More information on the proposed deal&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field name="name">Need more information on the proposed deal</field>
<field name="state">done</field>
<field name="partner_phone">+44 121 690 4596</field>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
<field eval="1.5" name="duration"/>
<field eval="&quot;done&quot;" name="state"/>
</record>
<record id="crm_phonecall_3" model="crm.phonecall">
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field eval="'2'" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Bad time, will call back&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field name="name">Ask for convenient time of meeting</field>
<field name="state">open</field>
<field name="partner_phone">+1 786 525 0724</field>
<field name="section_id" ref="crm.crm_case_section_3"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="5.0" name="duration"/>
<field eval="&quot;done&quot;" name="state"/>
</record>
<record id="crm_phonecall_4" model="crm.phonecall">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="partner_id" ref="base.res_partner_18"/>
<field eval="&quot;3&quot;" name="priority"/>
<field eval="'3'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Discuss Review Process&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field name="name">Wanted information about pricing of Laptops</field>
<field name="state">done</field>
<field name="partner_phone">(077) 582-4035</field>
<field name="partner_mobile">(077) 341-3591</field>
<field name="section_id" ref="crm.crm_case_section_4"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
<field eval="3.45" name="duration"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="5.45" name="duration"/>
</record>
<record id="crm_phonecall_5" model="crm.phonecall">
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field eval="'3'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;More information on the proposed deal&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field name="name">More information on the proposed deal</field>
<field name="state">pending</field>
<field name="partner_phone">+1 312 349 2324</field>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.08" name="duration"/>
</record>
<record id="crm_phonecall_6" model="crm.phonecall">
<field eval="&quot;3&quot;" name="priority"/>
<field eval="'3'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Bad time&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field name="name">Proposal for discount offer</field>
<field name="state">open</field>
<field name="partner_phone">+34 230 953 485</field>
<field name="section_id" ref="crm.crm_case_section_3"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
<field eval="8.56" name="duration"/>
</record>
</data>

6
addons/crm/test/process/communication_with_customer.yml
View File

@ -44,15 +44,15 @@
I convert one phonecall request as a customer and put into regular customer list.
-
!python {model: crm.phonecall2partner}: |
context.update({'active_model': 'crm.phonecall', 'active_ids': [ref("crm.crm_phonecall_6")], 'active_id': ref("crm.crm_phonecall_6")})
context.update({'active_model': 'crm.phonecall', 'active_ids': [ref("crm.crm_phonecall_4")], 'active_id': ref("crm.crm_phonecall_4")})
new_id = self.create(cr, uid, {}, context=context)
self.make_partner(cr, uid, [new_id], context=context)
-
I check converted phonecall to partner.
-
!python {model: res.partner}: |
partner_id = self.search(cr, uid, [('phonecall_ids', '=', ref('crm.crm_phonecall_6'))])
partner_id = self.search(cr, uid, [('phonecall_ids', '=', ref('crm.crm_phonecall_4'))])
assert partner_id, "Customer is not found in regular customer list."
data = self.browse(cr, uid, partner_id, context=context)[0]
assert data.user_id.id == ref("base.user_root"), "User not assign properly"
assert data.name == "Bad time", "Bad partner name"
assert data.name == "Wanted information about pricing of Laptops", "Bad partner name"