[ADD]: crm: Add yaml test case in crm module.
bzr revid: atp@tinyerp.co.in-20100421144301-r3prs93ny2jw3qsb
This commit is contained in:
atp (Open ERP)
parent
dc456e1585
commit
361fe501bc
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@ -118,6 +118,14 @@ between mails and Open ERP.""",
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'crm_opportunity_demo.xml',
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'crm_phonecall_demo.xml'
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],
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'test': ['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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'test/test_crm_fund.yml',
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'test/test_crm_claim.yml',
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'test/test_crm_helpdesk.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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@ -0,0 +1,38 @@
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- |
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Now I check claims which contain customer claim information about document
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related problem, product related problem.
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- |
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I start by creating new claims for Damaged product as Value Claims with priority High and specify
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date of claim at which claim is created.
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-
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!record {model: crm.claim, id: crm_claim_damagedproduct0}:
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categ_id: crm.categ_claim2
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date: '2010-04-21 20:13:00'
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email_from: info@balmerinc.be
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name: 'Damaged product '
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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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priority: '2'
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section_id: crm.section_sales_department
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- |
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I check that the claims is in 'draft' state.
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-
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!assert {model: crm.claim, id: crm_claim_damagedproduct0}:
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- state == 'draft'
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- |
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Now I make sure that claim is at "Accepted" stage.
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-
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!record {model: crm.claim, id: crm.crm_claim_damagedproduct0}:
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stage_id: crm.stage_claim1
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- |
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I can change that stage by next button right on it
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-
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!python {model: crm.claim}: |
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self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
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- |
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I make this claim as Open
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-
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!python {model: crm.claim}: |
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self.case_open(cr, uid, [ref('crm_claim_damagedproduct0')])
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@ -0,0 +1,32 @@
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- |
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Now I start test Fund Raising which contain information about Donation or charity
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given by user.
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- |
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I start by creating new Funds entry for donation for books to poor school children
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with cost 500000.00 and category as "Learning And Education"
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I make payment by Cheque so I make sure that the mode on fund is selected as cheque
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-
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!record {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
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categ_id: crm.categ_fund2
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email_from: info@balmerinc.be
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name: Donation for books to poor school children
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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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planned_cost: 500000.0
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section_id: crm.section_sales_department
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type_id: crm.type_fund2
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- |
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I check that the Funds is in 'draft' state.
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-
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!assert {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
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- state == 'draft'
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- |
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Now I open Funds by click on "Open" button
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-
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!python {model: crm.fundraising}: |
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self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
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- |
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I can close Funds by click on "Done" button.
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-
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!python {model: crm.fundraising}: |
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self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
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@ -0,0 +1,38 @@
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-
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I start by creating New helpdesk request regarding some functional questions.
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I select Date at which helpdesk request is created.
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-
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!record {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
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date: '2010-04-22 10:17:00'
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email_from: info@balmerinc.be
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name: Some functional question.
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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 check that the Helpdesk request is in 'Draft' state.
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-
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!assert {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
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- state == 'draft'
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- |
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In order to make this helpdesk request to be considered I make it "Open"
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-
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!python {model: crm.helpdesk}: |
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self.case_open(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
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- |
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I can see that "Send Reminder" button is visible, which is used to send reminder to partner from
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responsible person or send reminder to responsible person from partner.
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-
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#this is not work for yaml.
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-
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# !python {model: crm.helpdesk}: |
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# self.remind_user(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')], context={}, attach=False, destination=True)
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- |
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After a proper communication for the request via email I make sure that the request is fulfilled and
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I close this HelpDesk Request by clicking on "Close" button.
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-
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!python {model: crm.helpdesk}: |
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self.case_close(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
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-
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@ -0,0 +1,86 @@
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- |
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In order to test the CRM in OpenERP,
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I will do a customer qualification process that
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starts with a fist contact with a customer (a lead), which will be converted to a
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business opportunity and a partner.
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- |
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In order to test the flow, I create a two new users "user_crm" and
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I assign the group "salesman".
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-
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!record {model: res.users, id: res_users_usercrm0}:
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company_id: base.main_company
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context_lang: en_US
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context_section_id: crm.section_sales_department
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groups_id:
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- crm.group_crm_user
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login: user_crm
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name: user_crm
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password: user_crm
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- |
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I start by creating a new lead "New Customer" and I provide an address to this
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new customer, as well as an email "info@mycustomer.com".
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-
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!record {model: crm.lead, id: crm_lead_newcustomer0}:
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email_from: info@mycustomer.com
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name: New Customer
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partner_name: Stonage IT
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phone: (855) 924-4364
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mobile: (333) 715-1450
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section_id: crm.section_sales_department
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title: M.
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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_newcustomer0, string: Lead in Draft}:
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- state == "draft"
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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_newcustomer0")])
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- |
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As the lead seems to be a real business opportunity, I will convert it to a
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partner
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and a business opportunity by clicking on the "Convert" button.
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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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if not lead.partner_id:
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self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")])
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-
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#!act_window {target: new, res_model: crm.lead2opportunity, id: action_crm_lead2opportunity, name: Create Opportunity}
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- |
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I can check that a lead and a business opportunity is now assigned to this
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lead.
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- |
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I check that the partner associated to this lead as the same country, phone number
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and name than the opportunity.
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-
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#Remaining
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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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# 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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# assert lead.phone == opportunity.phone
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- |
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I configure with smtp server.
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- |
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And I communicate with lead through send New mail to Lead using it email address from user which are loged.
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- |
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I check that communication history generated when send email to lead.
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- |
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Then, I add a cc which receive copy of future communication between partner and users by mail.
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- |
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I Reply to last Email to lead with some document attached.and check that communication history generated or not.
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@ -0,0 +1,109 @@
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- |
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Now I will test Meetings which may be customer meeting or phonecall meeting or
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internal Meeting.
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-
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I start by creating a new Meeting.
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-
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For that, I first create alarm.
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-
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!record {model: res.alarm, id: res_alarm_minituesbefore0}:
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name: 40 minutes before
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trigger_duration: 40
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trigger_interval: minutes
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trigger_occurs: before
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trigger_related: start
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-
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I create Meeting.
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-
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!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
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categ_id: crm.categ_meet2
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date: '2010-04-21 16:04:00'
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date_deadline: '2010-04-22 00:04:00'
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duration: 8.0
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email_from: info@balmerinc.be
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location: Ahmedabad
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name: Regarding Presentation
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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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rrule_type: weekly
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section_id: crm.section_sales_department
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- |
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I check that the Meetings is in 'UnConfirmed' state.
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-
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!assert {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
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- state == "draft"
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- |
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I can set reminder on meeting if I put reminder "40 minutes before"
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-
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For that, I first create alarm.
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-
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!record {model: res.alarm, id: res_alarm_minituesbefore0}:
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name: 40 minutes before
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trigger_duration: 40
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trigger_interval: minutes
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trigger_occurs: before
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trigger_related: start
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- |
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Now I will assign this reminder.
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- !python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'alarm_id': ref("res_alarm_minituesbefore0")})
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- |
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In order to check recurrence on meetings I will set Recurrency to Custom
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and I set the fields so that the meeting will occure weekly on Monday and Friday 10 times
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-
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!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
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count: 10
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fr: 1
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freq: weekly
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mo: 1
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rrule_type: custom
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th: 1
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tu: 1
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we: 1
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- |
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I can see from the calendar view that the meeting is scheduled on Monday and Friday
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for 10 times,
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I will search for one of the recurrent event and count the number of events
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-
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!python {model: crm.meeting}: |
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ids = self.search(cr, uid, [('date', '>=', '2010-05-21 00:00:00'), ('date', '<=', '2010-04-21 00:00:00')] )
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assert len(ids) == 9
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- |
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Now If I want to edit meetings information for all occurence I click on "Edit All" button.
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-
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!python {model: crm.meeting}: |
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self.open_meeting(cr, uid, [ref('crm_meeting_regardingpresentation0')])
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- |
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I can see that new meeting form is opened with same value
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I change some data for meeting and save it
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I can see from meeting's calendar view that all meeting occurences are changed accordingly
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-
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!record {model: crm.meeting, id: crm.crm_meeting_regardingpresentation0}:
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alarm_id: base_calendar.alarm9
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rrule_type: weekly
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- |
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In order to invite people for this meetings, I click on "Invite People" button
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I can invite internal user.
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-
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!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
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type: internal
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partner_id: base.res_partner_9
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user_ids:
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- base.user_demo
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- |
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If I set Send mail boolean as True I can see that an email is send to
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specified email address with proper meeting information.
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-
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#this is not working for send mail boolean as True.
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-
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!python {model: base_calendar.invite.attendee}: |
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self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
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- |
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After direct/indirect confirmation for meetings I can confirm meeting
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-
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!python {model: crm.meeting}: |
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self.case_open(cr, uid, [ref('crm_meeting_regardingpresentation0')])
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@ -0,0 +1,81 @@
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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.opportunity, 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_oppor1
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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.opportunity, 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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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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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 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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alarm_id: base_calendar.alarm3
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date: '2010-04-16 00:00:00'
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date_deadline: '2010-04-16 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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rrule_type: weekly
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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: '2010-04-17 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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- |
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schedule phonecall by apply (action_apply)function of 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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ids = self.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: '2010-04-17 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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@ -0,0 +1,89 @@
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- |
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I start by creating a new phonecall.
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-
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!record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
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date: '2010-04-21 18:59:00'
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name: Interview call
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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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partner_mobile: (+32)2 211 34 83
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section_id: crm.section_sales_department
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- |
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As the success of phonecall seems to be a real business opportunity, I will convert
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it to opportunity by clicking on the "Convert to Opportunity" button.
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-
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# !python {model: crm.phonecall2opportunity}: |
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# self.action_apply(cr, uid, [1], {'active_id': ref('crm_phonecall_interviewcall0')})
|
||||
|
||||
-
|
||||
# This is not working, find a way to do that in YAML
|
||||
|
||||
- |
|
||||
I can see that a business opportunity is now assigned to this phonecall
|
||||
- |
|
||||
I check that the partner associated to this as the same country, phone number
|
||||
and name than the phonecall.
|
||||
- |
|
||||
In order to avoid the duplication of similar partner, OpenERP should be able to
|
||||
detect if the partner exists or if it should be created from the phonecall during the
|
||||
conversion.
|
||||
- |
|
||||
In order to test this, I log as the user "user_crm2"
|
||||
- |
|
||||
Then, I create the same phonecall than the preceeding one but I change the name
|
||||
of the phonecall. But this customer keeps the same email.
|
||||
- |
|
||||
This time OpenERP should detect that this customer already exists in the
|
||||
partner base and I check that in the wizard, proposes me to link to this existing
|
||||
partner instead of creating another one.
|
||||
- |
|
||||
I confirm the conversion wizard.
|
||||
- |
|
||||
And I check that the phonecall and the newly created business opportunity is linked
|
||||
to the partner
|
||||
- |
|
||||
I schedule Meeting on this current phonecall by clicking on "schedule
|
||||
Meeting"
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
|
||||
|
||||
-
|
||||
I can see that Meeting's calendar view is shown.
|
||||
then I click on the date on which I want schedule meeting.
|
||||
I fill proper data for that meeting and save it
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_interviewcall0}:
|
||||
alarm_id: base_calendar.alarm3
|
||||
date: '2010-04-20 00:00:00'
|
||||
date_deadline: '2010-04-20 08:00:00'
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
name: Interview call
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
phonecall_id: 'crm_phonecall_interviewcall0'
|
||||
rrule_type: weekly
|
||||
state: open
|
||||
|
||||
-
|
||||
#This is not working for yaml
|
||||
-
|
||||
I can jump to this meeting by "Meetings" shortcut from my phonecall's form view
|
||||
-
|
||||
|
||||
- |
|
||||
In order to schedule other phonecall to the partner
|
||||
I click on "schedule other call" button. and plan for other call
|
||||
I can see that it will open other phonecall view with some data same as current
|
||||
phonecall.
|
||||
-
|
||||
!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall0}:
|
||||
date: '2010-04-21 19:49:00'
|
||||
name: Interview call
|
||||
section_id: crm.section_sales_department
|
||||
user_id: base.user_root
|
||||
-
|
||||
!python {model: crm.phonecall2phonecall}: |
|
||||
self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
|
||||
Loading…
Reference in New Issue