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[IMP+FIX] crm: clean test case, correct issues, added demo data of section for Sales Marketing Team, rename lead_form.yml with onchange_events.yml 

bzr revid: hmo@tinyerp.com-20111025073957-e6m4fr70g6e29k0s
This commit is contained in:
Harry (OpenERP) 2011-10-25 13:09:57 +05:30
parent 4dced583f6
commit 36061f54a3
12 changed files with 139 additions and 43 deletions
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2
addons/crm/__openerp__.py
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@ -123,7 +123,7 @@ Creates a dashboard for CRM that includes:
'test/process/lead2opportunity2win.yml',
'test/process/merge_opportunity.yml',
'test/process/cancel_lead.yml',
'test/ui/lead_form.yml',
'test/ui/onchange_events.yml',
],
'installable': True,
'active': False,

2
addons/crm/crm.py
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@ -467,10 +467,12 @@ class crm_case(crm_base):
self._action(cr, uid, cases, state)
return True
#DEAD Code
def remind_partner(self, cr, uid, ids, context=None, attach=False):
return self.remind_user(cr, uid, ids, context, attach,
destination=False)
#DEAD Code
def remind_user(self, cr, uid, ids, context=None, attach=False, destination=True):
mail_message = self.pool.get('mail.message')
for case in self.browse(cr, uid, ids, context=context):

8
addons/crm/crm_demo.xml
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@ -1,6 +1,6 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<data>
<record id="base.user_demo" model="res.users">
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
@ -12,5 +12,11 @@
<field name="res_id" ref="crm.menu_crm_case_categ_meet"/>
</record>
<record model="crm.case.section" id="section_sales_marketing_department">
<field name="name">Sales Marketing Department</field>
<field name="code">Sales Marketing</field>
<field name="parent_id" ref="crm.section_sales_department"></field>
</record>
</data>
</openerp>

6
addons/crm/crm_lead_demo.xml
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@ -1,6 +1,6 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<data>
<!-- Demo Leads -->
<record id="crm_case_itisatelesalescampaign0" model="crm.lead">
<field name="type_id" ref="crm.type_lead1"/>
@ -9,7 +9,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="'The Oil Company'" name="partner_name"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="crm.section_sales_marketing_department"/>
<field eval="'Luc Latour'" name="contact_name"/>
<field name="title" ref="base.res_partner_title_sir"/>
<field eval="'Training Manager'" name="function"/>
@ -92,7 +92,7 @@
<field eval="'Bruxelles'" name="city"/>
<field name="country_id" ref="base.be"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="crm.section_sales_marketing_department"/>
<field eval="'(333) 715-1450'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor1"/>

13
addons/crm/test/process/cancel_lead.yml
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@ -28,4 +28,17 @@
-
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in pending state}:
- state == "pending"
-
I Escalate the Lead to Parent Team.
-
!python {model: crm.lead}: |
self.case_escalate(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
-
I mark as lost the Lead.
-
!python {model: crm.lead}: |
self.case_mark_won(cr, uid, [ref("crm_case_itisatelesalescampaign0")])

2
addons/crm/test/process/communication_with_customer.yml
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@ -1,5 +1,5 @@
-
Customer would like to purchase our product. so He send request by email to our mail server.
Customer interested in our product. so He send request by email to get more details.
-
Mail script will be fetched him request from mail server. so I process that mail after read EML file
-

28
addons/crm/test/process/lead2opportunity2win.yml
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@ -1,10 +1,12 @@
-
In order to test convert customer lead into opportunity,
-
I open customer lead.
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
-
I check lead is in open stage.
I check lead is in open.
-
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
- state == "open"
@ -23,7 +25,7 @@
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
-
Now I start Communication by phonecall with customer.
Now I start Communication and schedule phonecall with customer.
-
!python {model: crm.opportunity2phonecall}: |
import time
@ -31,6 +33,19 @@
call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
self.action_schedule(cr, uid, [call_id], context=context)
-
I check that phonecall is scheduled for that opportunity.
-
!python {model: crm.phonecall}: |
ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_qrecorp0'))])
assert len(ids), 'phonecall is not scheduled'
-
Now I schedule Meeting with Customer.
-
!python {model: crm.lead}: |
self.action_makeMeeting(cr, uid, [ref('crm_case_qrecorp0')])
-
After communicated with customer, I put some notes with Contract details.
-
@ -51,3 +66,12 @@
assert lead.state == 'done', 'Opportunity is not in done state!'
assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
-
I convert mass lead into opportunity customer.
-
!python {model: crm.lead2opportunity.partner.mass}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_itdeveloper0')]})
id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
self.mass_convert(cr, uid, [id], context=context)

17
addons/crm/test/process/merge_opportunity.yml
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@ -28,3 +28,20 @@
res_id = self.create(cr, uid, {'name': "vos chances sont fusionnés en un seul"}, context=context)
self.action_schedule(cr, uid, [res_id], context=context)
-
I schedule Meeting on this phonecall.
-
!python {model: crm.phonecall}: |
self.action_make_meeting(cr, uid, [ref("crm.crm_case_phone06")])
-
I setting Phone call to Held (Done).
-
!python {model: crm.phonecall}: |
self.case_close(cr, uid, [ref("crm.crm_case_phone06")])
-
I check that the hone call is in 'Held' state.
-
!assert {model: crm.phonecall, id: crm.crm_case_phone06, string: Phone call Helded}:
- state == "done"

8
addons/crm/test/ui/lead_form.yml
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@ -1,8 +0,0 @@
-
I check onchange event of partner address on lead form.
-
!python {model: crm.lead}: |
action = self.onchange_partner_address_id(cr, uid, ref("crm_case_qrecorp0"), ref("base.res_partner_address_notsotinysarl0"), email=False)
assert action['value']['country_id'] == 20, "Country name not True"
assert action['value']['phone'] == '(+32).81.81.37.00', "phone number is wrong"

51
addons/crm/test/ui/onchange_events.yml Normal file
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@ -0,0 +1,51 @@
-
I call onchange event to change partner address for lead.
-
!python {model: crm.lead}: |
action = self.onchange_partner_address_id(cr, uid, ref("crm_case_qrecorp0"), ref("base.res_partner_address_notsotinysarl0"), email=False)
assert action['value']['country_id'] == 20, "Country name not True"
assert action['value']['phone'] == '(+32).81.81.37.00', "phone number is wrong"
-
I call onchange event to change email "Opt-out" option for Lead.
-
!python {model: crm.lead}: |
self.on_change_optout(cr, uid, ref("crm_case_qrecorp0"), True)
-
I call onchange event to convert the Opt-out to Opt-in to show email receive preference for lead.
-
!python {model: crm.lead}: |
self.on_change_optin(cr, uid, ref("crm_case_qrecorp0"), True)
-
I setting next stage "New" for the lead.
-
!python {model: crm.lead}: |
self.stage_next(cr, uid, [ref("crm_case_qrecorp0")], context={'stage_type': 'lead'})
-
I call onchange event to assigning won stage for Lead.
-
!python {model: crm.lead}: |
stage_id = self.stage_find_won(cr, uid, ref('crm.section_sales_department'))
self.onchange_stage_id(cr, uid, [ref("crm_case_qrecorp0")], stage_id, context)
-
I make duplicate the Lead.
-
!python {model: crm.lead}: |
self.copy(cr, uid, ref("crm_case_qrecorp0"))
-
I Unlink the Lead.
-
!python {model: crm.lead}: |
self.unlink(cr, uid, [ref("crm_case_qrecorp0")])
-
I call onchange event to change Contact Detail for Phonecall.
-
!python {model: crm.phonecall}: |
self.onchange_partner_address_id(cr, uid,[ref("crm.crm_case_phone06")], ref("base.res_partner_address_8invoice"))

33
addons/crm/wizard/crm_lead_to_opportunity.py
View File

@ -102,15 +102,14 @@ class crm_lead2opportunity_partner(osv.osv_memory):
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled Leads can not be converted into Opportunity"))
return False
def _convert_opportunity(self, cr, uid, ids, context=None):
def _convert_opportunity(self, cr, uid, ids, vals, context=None):
if context is None:
context = {}
lead = self.pool.get('crm.lead')
partner_ids = self._create_partner(cr, uid, ids, context=context)
partner_id = partner_ids and partner_ids[0] or False
lead_ids = context.get('active_ids', [])
user_ids = context.get('user_ids', False)
team_id = context.get('section_id', False)
partner_id = self._create_partner(cr, uid, ids, context=context)
lead_ids = vals.get('lead_ids', [])
user_ids = vals.get('user_ids', False)
team_id = vals.get('section_id', False)
return lead.convert_opportunity(cr, uid, lead_ids, partner_id, user_ids, team_id, context=context)
def _merge_opportunity(self, cr, uid, ids, opportunity_ids, action='merge', context=None):
@ -129,18 +128,15 @@ class crm_lead2opportunity_partner(osv.osv_memory):
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
@param ids: ids of the leads to convert to opportunities
@return : View dictionary opening the Opportunity form view
"""
if not context:
context = {}
lead = self.pool.get('crm.lead')
lead_ids = context.get('active_ids', [])
data = self.browse(cr, uid, ids, context=context)[0]
self._convert_opportunity(cr, uid, ids, context=context)
self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
self._merge_opportunity(cr, uid, ids, data.opportunity_ids, data.action, context=context)
return lead.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
crm_lead2opportunity_partner()
@ -156,24 +152,19 @@ class crm_lead2opportunity_mass_convert(osv.osv_memory):
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
def mass_convert(self, cr, uid, ids, context=None):
lead = self.pool.get('crm.lead')
if not context:
context = {}
active_ids = context.get('active_ids')
def _convert_opportunity(self, cr, uid, ids, vals, context=None):
data = self.browse(cr, uid, ids, context=context)[0]
salesteam_id = data.section_id and data.section_id.id or False
salesman = []
if data.user_ids:
salesman = [x.id for x in data.user_ids]
vals.update({'user_ids': salesman, 'section_id': salesteam_id})
return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context)
def mass_convert(self, cr, uid, ids, context=None):
value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
self.write(cr, uid, ids, value, context=context)
context.update({'user_ids': salesman, 'section_id': salesteam_id})
return self.action_apply(cr, uid, ids, context=context)
crm_lead2opportunity_mass_convert()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

12
addons/crm/wizard/crm_lead_to_partner.py
View File

@ -105,17 +105,17 @@ class crm_lead2partner(osv.osv_memory):
context = {}
lead = self.pool.get('crm.lead')
lead_ids = context and context.get('active_ids') or []
for data in self.browse(cr, uid, ids, context=context):
partner_id = data.partner_id and data.partner_id.id or False
partner_ids += lead.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
return partner_ids
data = self.browse(cr, uid, ids, context=context)[0]
partner_id = data.partner_id and data.partner_id.id or False
partner_ids = lead.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
return partner_ids[lead_ids[0]]
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.
"""
partner_ids = self._create_partner(cr, uid, ids, context=context)
return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_ids[0], context=context)
partner_id = self._create_partner(cr, uid, ids, context=context)
return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_id, context=context)
crm_lead2partner()