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[IMP]: crm: Usability Improvement in case section(Sale teams)form. and some minor changes in yaml. 

bzr revid: atp@tinyerp.co.in-20100513052042-xdwu6fbyh20pe8q3
This commit is contained in:
atp (Open ERP) 2010-05-13 10:50:42 +05:30
parent 76e6f9ed4c
commit 4f2caf3615
5 changed files with 59 additions and 58 deletions
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2
addons/crm/crm.py
View File

@ -67,7 +67,7 @@ class crm_case_section(osv.osv):
'resource_calendar_id': fields.many2one('resource.calendar', "Resource's Calendar"),
'server_id':fields.many2one('email.smtpclient', 'Server ID'),
'note': fields.text('Description'),
'working_hours': fields.float('Working Hours', digits=(16,2 )),
}
_defaults = {

23
addons/crm/crm_view.xml
View File

@ -13,31 +13,28 @@
<field name="arch" type="xml">
<form string="Sales Team">
<group col="6" colspan="4">
<field name="name" select="1" colspan="4"/>
<field name="name" select="1" colspan="2"/>
<field name="parent_id" select="2" widget="selection"/>
<field name="code" select="1"/>
<newline/>
<field name="resource_calendar_id" select="2"/>
<field name="user_id" select="2"/>
<field name="working_hours" widget="float_time"/>
<field name="active" select="2"/>
</group>
<notebook colspan="4">
<page string="Sales Team">
<group col="2" colspan="1">
<separator string="Responsible" colspan="2"/>
<field name="parent_id" select="2" widget="selection"/>
<field name="user_id" select="2"/>
</group>
<group col="2" colspan="1">
<separator string="Contact Information" colspan="2"/>
<field name="server_id" select="2"/>
<separator string="Mailgateway" colspan="2"/>
<field name="reply_to" select="2"/>
</group>
<group col="2" colspan="1">
<separator string="Sales Team Property" colspan="2"/>
<field name="active" select="2"/>
<separator string="Configuration" colspan="2"/>
<field name="allow_unlink" select="2"/>
</group>
<separator string="Members List" colspan="4"/>
<separator string="Team Members" colspan="4"/>
<field name="member_ids" nolabel="1" colspan="4"/>
<separator string="Note" colspan="4"/>
</page>
<page string="Notes">
<field name="note" select="1" colspan="4" nolabel="1"/>
</page>
</notebook>

10
addons/crm/report/crm_report_view.xml
View File

@ -171,16 +171,6 @@
id="act_res_users_2_report_crm_case_user" name="Monthly cases"
res_model="crm.case.report" src_model="res.users" />
<act_window domain="[('section_id', '=', active_id)]"
id="act_crm_case_section_2_report_crm_case_user"
name="Monthly cases by user" res_model="crm.case.report"
src_model="crm.case.section" />
<act_window domain="[('section_id', '=', active_id)]"
id="act_crm_case_section_2_report_crm_case_categ"
name="Monthly cases by Sales Team" res_model="crm.case.report"
src_model="crm.case.section" />
<!-- Closed & Open CRM Case view for Random Activities dashboard Tree View -->
<record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">

19
addons/crm/test/test_crm_lead.yml
View File

@ -16,7 +16,6 @@
login: user_crm
name: user_crm
password: user_crm
- |
I start by creating a new lead "New Customer" and I provide an address to this
@ -25,7 +24,7 @@
!record {model: crm.lead, id: crm_lead_newcustomer0}:
email_from: info@mycustomer.com
name: New Customer
partner_name: Sandip zala
partner_name: Capegemini
phone: (855) 924-4364
mobile: (333) 715-1450
section_id: crm.section_sales_department
@ -41,6 +40,11 @@
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
- |
I check that lead is now in 'open' state.
-
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
- state == "open"
- |
As the lead seems to be a real business opportunity, I will convert it to a
@ -49,8 +53,8 @@
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
if not lead.partner_id:
self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
action = self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
assert action['res_model'] == 'crm.lead2opportunity.partner'
-
|
Now, select "create a new partner" option in this wizard.
@ -66,7 +70,7 @@
Now, I give value to this wizard field.
-
!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
name: Sandip zala
name: Capegemini
planned_revenue: 0.00
probability: 0.00
-
@ -79,8 +83,8 @@
I can check that a lead and a business opportunity is now assigned to this
lead.
-
# !python {model: crm.lead, id: crm_lead_newcustomer0}:
# - opportunity_id.id != False
# !python {model: crm.lead, id: crm_lead_newcustomer0}:
# - opportunity_id == False
- |
I check that the partner associated to this lead as the same country, phone number
@ -88,7 +92,6 @@
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
print "lead", lead.partner_name
obj_opportunity = self.pool.get('crm.opportunity')
ids = obj_opportunity.search(cr, uid, [('name', '=', lead.partner_name)])
opportunity = obj_opportunity.browse(cr, uid, ids)[0]

63
addons/crm/test/test_crm_phonecall.yml
View File

@ -4,44 +4,55 @@
!record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
date: '2010-04-21 18:59:00'
name: Interview call
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
partner_mobile: (+32)2 211 34 83
section_id: crm.section_sales_department
- |
Now , I select partner by click on "Create a Partner" button.
-
!record {model: crm.phonecall2partner, id: crm_phonecall2partner_1}:
action: exist
partner_id: base.res_partner_9
-
Now, click on "Continue" button of this wizard.
-
!python {model: crm.phonecall2partner}: |
self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
- |
As the success of phonecall seems to be a real business opportunity, I will convert
it to opportunity by clicking on the "Convert to Opportunity" button.
-
!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_interviewcall0}:
name: Interview call
partner_id: base.res_partner_9
planned_revenue: 0.0
probability: 0.0
-
Now, I click on "Convert" button of this wizard.
-
# !python {model: crm.phonecall2opportunity}: |
# self.action_apply(cr, uid, [1], {'active_id': ref('crm_phonecall_interviewcall0')})
!python {model: crm.phonecall2opportunity}: |
self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_interviewcall0")], {"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.
-
!assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
- opportunity_id == True
- |
And I check that the phonecall and the newly created business opportunity is linked
to the partner
to same partner
-
!python {model: crm.phonecall}: |
xid= ref('crm_phonecall_interviewcall0')
obj_phonecall = self.browse(cr, uid, xid)
ids = self.pool.get('crm.opportunity').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
obj_opp = self.pool.get('crm.opportunity').browse(cr, uid, ids)[0]
assert obj_phonecall.partner_id == obj_opp.partner_id
- |
I schedule Meeting on this current phonecall by clicking on "schedule
Meeting"