[FIX,IMP]: crm: Fixes and improvement in yml tests + security csv
bzr revid: rpa@tinyerp.com-20100506102700-9ksfm283t33q8m05
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rpa (Open ERP)
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@ -21,9 +21,9 @@
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{
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'name': 'Customer & Supplier Relationship Management',
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'version': '1.0',
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'category': 'Generic Modules/CRM & SRM',
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'name': 'Customer & Supplier Relationship Management',
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'version': '1.0',
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'category': 'Generic Modules/CRM & SRM',
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'description': """The generic Open ERP Customer Relationship Management
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system enables a group of people to intelligently and efficiently manage
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leads, opportunities, meeting, phonecall etc.
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@ -41,79 +41,79 @@ appropriate staff, and making sure all future correspondence gets to the right
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place.
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The CRM module has a email gateway for the synchronisation interface
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between mails and Open ERP.""",
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'author': 'Tiny',
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'website': 'http://www.openerp.com',
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between mails and Open ERP.""",
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'author': 'Tiny',
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'website': 'http://www.openerp.com',
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'depends': [
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'base',
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'base_action_rule',
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'process',
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'mail_gateway',
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'base_calendar',
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'resource',
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],
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'base_action_rule',
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'process',
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'mail_gateway',
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'base_calendar',
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'resource',
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],
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'init_xml': [
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'crm_data.xml',
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'crm_meeting_data.xml',
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'crm_lead_data.xml',
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'crm_meeting_data.xml',
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'crm_opportunity_data.xml',
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'crm_phonecall_data.xml',
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],
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'crm_data.xml',
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'crm_meeting_data.xml',
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'crm_lead_data.xml',
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'crm_meeting_data.xml',
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'crm_opportunity_data.xml',
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'crm_phonecall_data.xml',
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],
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'update_xml': [
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'wizard/crm_lead_to_partner_view.xml',
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'wizard/crm_lead_to_opportunity_view.xml',
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'wizard/crm_lead_to_partner_view.xml',
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'wizard/crm_lead_to_opportunity_view.xml',
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'wizard/crm_phonecall_to_phonecall_view.xml',
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'wizard/crm_phonecall_to_partner_view.xml',
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'wizard/crm_phonecall_to_opportunity_view.xml',
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'wizard/crm_phonecall_to_phonecall_view.xml',
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'wizard/crm_phonecall_to_partner_view.xml',
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'wizard/crm_phonecall_to_opportunity_view.xml',
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'wizard/crm_opportunity_to_phonecall_view.xml',
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'wizard/crm_partner_to_opportunity_view.xml',
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'wizard/crm_opportunity_to_phonecall_view.xml',
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'wizard/crm_partner_to_opportunity_view.xml',
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'wizard/crm_forward_to_partner_view.xml',
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'wizard/crm_send_email_view.xml',
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'wizard/crm_email_add_cc_view.xml',
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'crm_view.xml',
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'wizard/crm_forward_to_partner_view.xml',
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'wizard/crm_send_email_view.xml',
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'wizard/crm_email_add_cc_view.xml',
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'crm_view.xml',
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'crm_action_rule_view.xml',
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'crm_lead_view.xml',
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'crm_lead_menu.xml',
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'crm_action_rule_view.xml',
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'crm_lead_view.xml',
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'crm_lead_menu.xml',
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'crm_meeting_view.xml',
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'crm_meeting_menu.xml',
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'crm_meeting_view.xml',
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'crm_meeting_menu.xml',
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'crm_phonecall_view.xml',
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'crm_phonecall_menu.xml',
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'crm_phonecall_view.xml',
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'crm_phonecall_menu.xml',
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'crm_opportunity_view.xml',
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'crm_opportunity_menu.xml',
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'crm_opportunity_view.xml',
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'crm_opportunity_menu.xml',
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'security/crm_security.xml',
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# 'security/ir.model.access.csv',
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'security/crm_security.xml',
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'security/ir.model.access.csv',
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'report/crm_lead_report_view.xml',
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'report/crm_phonecall_report_view.xml',
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'report/crm_lead_report_view.xml',
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'report/crm_phonecall_report_view.xml',
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'process/crm_configuration_process.xml',
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'process/crm_configuration_process.xml',
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'crm_installer_view.xml'
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],
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],
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'demo_xml': [
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'crm_demo.xml',
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'crm_lead_demo.xml',
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'crm_meeting_demo.xml',
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'crm_opportunity_demo.xml',
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'crm_demo.xml',
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'crm_lead_demo.xml',
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'crm_meeting_demo.xml',
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'crm_opportunity_demo.xml',
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'crm_phonecall_demo.xml'
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],
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],
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'test': [
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# 'test/test_crm_lead.yml',
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# 'test/test_crm_meeting.yml',
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# 'test/test_crm_opportunity.yml',
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# 'test/test_crm_phonecall.yml',
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],
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'installable': True,
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'active': False,
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'certificate': '0079056041421',
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'test/test_crm_lead.yml',
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'test/test_crm_meeting.yml',
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'test/test_crm_opportunity.yml',
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'test/test_crm_phonecall.yml',
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],
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'installable': True,
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'active': False,
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'certificate': '0079056041421',
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -43,14 +43,17 @@ class crm_phonecall(osv.osv, crm_case):
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'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
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domain="[('partner_id','=',partner_id)]"),
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'company_id': fields.many2one('res.company', 'Company'),
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'description': fields.text('Description'),
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'description': fields.text('Description'),
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'state': fields.selection(crm.AVAILABLE_STATES, 'State', size=16, readonly=True,
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help='The state is set to \'Draft\', when a case is created.\
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\nIf the case is in progress the state is set to \'Open\'.\
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\nWhen the case is over, the state is set to \'Done\'.\
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\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
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'email_from': fields.char('Email', size=128, help="These people will receive email."),
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'email_from': fields.char('Email', size=128, help="These people will receive email."),
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'stage_id': fields.many2one('crm.case.stage', 'Stage', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.phonecall')]"),
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'date_open': fields.datetime('Opened', readonly=True),
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# phonecall fields
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'duration': fields.float('Duration'),
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'categ_id': fields.many2one('crm.case.categ', 'Category', \
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@ -18,11 +18,8 @@
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"access_crm_case_stage_manager","crm.case.stage","model_crm_case_stage","crm.group_crm_manager",1,1,1,1
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"access_crm_case_resource_type_user","crm_case_resource_type user","model_crm_case_resource_type","crm.group_crm_user",1,0,0,0
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"access_crm_case_resource_type_manager","crm_case_resource_type manager","model_crm_case_resource_type","crm.group_crm_manager",1,1,1,1
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"access_crm_case_report_user","crm.case.report","model_crm_case_report","crm.group_crm_user",1,0,0,0
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"access_crm_case_report_manager","crm.case.report manager","model_crm_case_report","crm.group_crm_manager",1,1,1,1
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"access_crm_lead_report_user","crm.lead.report","model_crm_lead_report","crm.group_crm_user",1,0,0,0
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"access_crm_phonecall_report_user","crm.phonecall.report","model_crm_phonecall_report","crm.group_crm_user",1,0,0,0
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"access_report_crm_case_service_dashboard","report.crm.case.service.dashboard","model_report_crm_case_service_dashboard","crm.group_crm_user",1,0,0,0
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"access_crm_lead2partner","crm.lead2partner","model_crm_lead2partner","crm.group_crm_user",1,1,1,1
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"access_crm_lead2opportunity","crm.lead2opportunity","model_crm_lead2opportunity","crm.group_crm_user",1,1,1,1
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"access_crm_opportunity2phonecall","crm.opportunity2phonecall","model_crm_opportunity2phonecall","crm.group_crm_user",1,1,1,1
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@ -88,8 +88,7 @@
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
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print "lead", lead.partner_name
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obj_opportunity = self.pool.get('crm.opportunity')
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obj_opportunity = self.pool.get('crm.lead')
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ids = obj_opportunity.search(cr, uid, [('name', '=', lead.partner_name)])
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opportunity = obj_opportunity.browse(cr, uid, ids)[0]
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assert lead.partner_name == opportunity.partner_id.name
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@ -2,7 +2,7 @@
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I start by creating a new Opportunity. And I select partner for opportunity.
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I can see that after selecting partner his contact and email is automatically filled.
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-
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!record {model: crm.opportunity, id: crm_opportunity_abcfuelcounits0}:
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!record {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
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email_from: info@balmerinc.be
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name: 'ABC FUEL CO 829264 - 10002 units '
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partner_address_id: base.res_partner_address_1
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@ -15,19 +15,19 @@
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- |
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I check that the opportunity is in 'New' state.
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-
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!assert {model: crm.opportunity, id: crm_opportunity_abcfuelcounits0}:
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!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
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- state == "draft"
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- |
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I open opportunity by click on "Open" button,
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-
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!python {model: crm.opportunity}: |
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
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- |
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I schedule Meeting on this current opportunity by clicking on "schedule
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Meeting".
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-
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!python {model: crm.opportunity}: |
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!python {model: crm.lead}: |
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self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
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- |
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