[REM]: crm: 1)Removed test_crm_opportunity.yml,
2)Removed test_crm_lead_case2.yml, 3)Removed test_crm_opportunity_case2.yml bzr revid: ron@tinyerp.com-20111014072000-yl3q15mdimss6fri
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ron@tinyerp.com
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2e897842ff
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@ -126,13 +126,10 @@ Creates a dashboard for CRM that includes:
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'test/process/meeting.yml',
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'test/process/lead2_mass_convert_opportunity.yml',
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'test/ui/lead_form.yml',
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'test/test_crm_opportunity.yml',
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'test/process/phonecall2opportunity.yml',
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'test/test_crm_recurrent_meeting.yml',
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'test/test_crm_stage_changes.yml',
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'test/test_crm_recurrent_meeting_case2.yml',
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'test/test_crm_lead_case2.yml',
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'test/test_crm_opportunity_case2.yml',
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'test/test_crm_phonecall_case2.yml',
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'test/test_crm_partner2opportunity.yml',
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'test/test_crm_segmentation.yml',
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@ -1,151 +0,0 @@
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-
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In order to do complete test the CRM in OpenERP,
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I will create new full configured record and carry test on it.
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- |
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I Start by creating "Test Sales Team" with No Unlink.
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I create a crm.case.section record.
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-
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!record {model: crm.case.section, id: crm_case_section_demosalesteam}:
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code: DEMO
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complete_name: Test Sales Team
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name: Test Sales Team
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allow_unlink: False
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member_ids:
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- base.user_admin
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stage_ids:
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- crm.stage_lead1
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- crm.stage_lead2
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- crm.stage_lead3
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- crm.stage_lead4
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- crm.stage_lead5
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- crm.stage_lead6
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working_hours: 0.0
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resource_calendar_id: resource.timesheet_group1
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parent_id: crm.section_sales_department
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-
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I assign segmentation.
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-
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!record {model: res.users, id: base.user_root}:
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context_section_id: crm_case_section_demosalesteam
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- |
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I create a new lead "Test Customer" and I provide an address to this
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demo customer and email "info@democustomer.com" and Also "Test Sales Team".
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-
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!record {model: crm.lead, id: crm_lead_democustomer}:
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email_from: info@democustomer.com
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name: Test Customer
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partner_name: NotSoTinySARL
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phone: (+32).81.81.37.00
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mobile: (+32).81.81.37.00
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section_id: crm_case_section_demosalesteam
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referred: False
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type: lead
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-
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I check that the lead is in 'draft' state.
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-
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!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Draft}:
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- state == "draft"
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-
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I create categories.
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-
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!record {model: crm.case.categ, id: crm_case_categ0}:
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name: crm_case_section_demosalesteam
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section_id: crm_case_section_demosalesteam
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-
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I assigning contact detail to the Lead "Test Customer" without address.
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-
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!python {model: crm.lead}: |
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self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), None, email=False)
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-
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I assigning contact detail to the Lead "Test Customer" with address.
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-
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!python {model: crm.lead}: |
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self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
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-
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I selecting email "Opt-out" option for the "Test Customer" Lead.
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-
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!python {model: crm.lead}: |
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self.on_change_optout(cr, uid, ref("crm_lead_democustomer"), True)
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-
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I change the Opt-out to Opt-in to show email receive preference.
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-
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!python {model: crm.lead}: |
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self.on_change_optin(cr, uid, ref("crm_lead_democustomer"), True)
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-
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I open lead by click on "Open" button.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_democustomer")])
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-
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I check that lead "Test Customer" is now in 'open' state.
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-
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!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in open state}:
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- state == "open"
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-
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I reset the lead "Test Customer".
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-
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!python {model: crm.lead}: |
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self.case_reset(cr, uid, [ref("crm_lead_democustomer")])
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-
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I again opening lead by click on "Open" button.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_democustomer")])
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-
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I setting stage "New" for the lead "Test Customer".
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-
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!python {model: crm.lead}: |
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self.stage_next(cr, uid, [ref("crm_lead_democustomer")], context={'stage_type': 'lead'})
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-
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I try to Unlink the Lead "Test Customer" demo Lead.
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-
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!python {model: crm.lead}: |
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try:
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self.unlink(cr, uid, [ref("crm_lead_democustomer")])
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except:
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pass
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-
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I setting Lead "Test Customer" to Pending State.
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-
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!python {model: crm.lead}: |
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self.case_pending(cr, uid, [ref("crm_lead_democustomer")])
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-
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I check that lead "Test Customer" is now in 'Pending' state.
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-
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!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Pending state}:
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- state == "pending"
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-
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I Escalate the Lead "Test Customer" Parent "Sales Team".
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-
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!python {model: crm.lead}: |
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self.case_escalate(cr, uid, [ref("crm_lead_democustomer")])
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-
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I add Internal Note Saying Escalated Reason.
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-
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!record {model: crm.add.note, id: crm_add_note_0}:
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body: Sales Lead Has Been Escalated Due to Some Technical reason to the parent 'Sales
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Team'
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state: unchanged
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-
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I click a note button to attach the record.
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-
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!python {model: crm.add.note}: |
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context['active_model'] = "crm.lead"
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context['active_ids'] = [ref("crm_lead_democustomer")]
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self.action_add(cr, uid, [ref("crm_add_note_0")], context=context)
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-
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I Copying this lead "Test Customer" to New Lead.
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-
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!python {model: crm.lead}: |
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self.copy(cr, uid, ref("crm_lead_democustomer"))
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-
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I checking the Lead Copied or Not.
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-
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!python {model: crm.lead}: |
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sid = self.search(cr, uid, [('name', '=', 'Test Customer'),('state', '=', 'draft')])
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if not sid:
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raise AssertionError("Lead is not copied Successfully")
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@ -1,113 +0,0 @@
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- |
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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.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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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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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.lead, id: crm_opportunity_abcfuelcounits0}:
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- state == "draft"
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- |
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I check that phonecall record is created for that opportunity.
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-
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!python {model: crm.phonecall}: |
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phone_obj = self.pool.get('crm.phonecall')
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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.lead}: |
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self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
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- |
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I can see that Meeting's calendar view is shown.
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then I click on the date on which I want to schedule meeting.
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I fill proper data for that meeting and save it.
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-
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!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
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date: !eval time.strftime('%Y-%m-%d 00:00:00')
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date_deadline: !eval time.strftime('%Y-%m-%d 08:00:00')
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duration: 8.0
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email_from: info@balmerinc.be
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name: 'ABC FUEL CO 829264 - 10002 units'
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opportunity_id: 'crm_opportunity_abcfuelcounits0'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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section_id: crm.section_sales_department
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state: open
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- |
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In order to schedule a phonecall to the partner
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I click on "schedule call" button and select planned date for the call.
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-
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!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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name: 'ABC FUEL CO 829264 - 10002 units'
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section_id: crm.section_sales_department
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user_id: base.user_demo
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categ_id: crm.categ_phone1
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- |
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schedule phonecall by opportunity2phoncall wizard.
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-
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!python {model: crm.opportunity2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
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- |
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I check that phonecall record is created for that opportunity.
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-
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!python {model: crm.phonecall}: |
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phone_obj = self.pool.get('crm.phonecall')
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ids = phone_obj.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
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assert len(ids)
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- |
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I can see phonecall record after click on "Schedule call" wizard.
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-
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!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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duration: 3.0
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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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partner_id: base.res_partner_9
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section_id: crm.section_sales_department
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- |
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I Merge the opportunities.
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-
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for that create two opportunities first opportunity 'Test FUEL CO'.
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-
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!record {model: crm.lead, id: crm_opportunity_1}:
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email_from: info@balmerinc.be
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name: 'Test FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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-
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I create the opportunity 'FUEL CO'.
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-
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!record {model: crm.lead, id: crm_opportunity_2}:
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email_from: info@balmerinc.be
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name: 'FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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- |
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I Merge two Opportunities.
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-
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!python {model: crm.merge.opportunity}: |
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op_list = [ref('crm_opportunity_1'),ref('crm_opportunity_2')]
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op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
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lead_ids = [ref('crm_case_qrecorp0')]
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self.merge(cr, uid, op_ids, {'lead_ids': lead_ids})
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@ -1,45 +0,0 @@
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- |
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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.lead, id: crm_opportunity_demotestopportunity}:
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email_from: info@balmerinc.be
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name: 'Demo Test Opportunity'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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type: opportunity
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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.lead, id: crm_opportunity_demotestopportunity, string: Opportunity in Draft}:
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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.lead}: |
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self.case_open(cr, uid, [ref("crm_opportunity_demotestopportunity")])
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-
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I change partner of the opportunity.
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-
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!python {model: crm.lead}: |
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self.onchange_partner_id(cr, uid, [ref("crm_opportunity_demotestopportunity")], ref("base.res_partner_agrolait"))
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-
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I change Contact Detail of the opportunity.
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-
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!python {model: crm.lead}: |
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self.onchange_partner_address_id(cr, uid,[ref("crm_opportunity_demotestopportunity")], ref("base.res_partner_address_8invoice"))
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-
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I change Opportunity to Won State.
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-
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!python {model: crm.lead}: |
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self.case_mark_won(cr, uid, [ref("crm_opportunity_demotestopportunity")])
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-
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I check that the opportunity is in 'Done' state.
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-
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!assert {model: crm.lead, id: crm_opportunity_demotestopportunity, string: Opportunity is Won}:
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- state == "done"
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