[ADD, REF]: crm: 1) Moved test_crm_meeting.yml to process/process_crm_meeting.yml
2) Used demo data from xml file instead of created yml data, 3) Improved all string regarding to end user and remove all string like coder, 4) Added confirm state and done state of meeting and cheked its worked or not bzr revid: ron@tinyerp.com-20111011100649-wmokfc1tiknua2zz
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ron@tinyerp.com
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d202549512
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@ -121,7 +121,7 @@ Creates a dashboard for CRM that includes:
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'test': [
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'test/process/process_crm_lead.yml',
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'test/process/cancle_crm_lead.yml',
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'test/test_crm_meeting.yml',
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'test/process/process_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_recurrent_meeting.yml',
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@ -0,0 +1,72 @@
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- |
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Customer want to do initial discussion with us so we will arrage meeting or
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phonecalles or internal Meeting with them.
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-
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!assert {model: crm.meeting, id: crm.crm_case_initialdiscussion0}:
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- state == "draft"
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- |
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For Remember purpose for meeting, i put reminder "30 minutes before" and assign
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to meeting.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_case_initialdiscussion0')], {'alarm_id': ref("base_calendar.alarm5")})
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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 occur weekly on Monday to Friday 10 times.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref("crm_case_initialdiscussion0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly'})
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- |
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The meeting is scheduled on Monday and Friday for 10 times so i can see from the calendar view
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-
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!python {model: crm.meeting}: |
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self.fields_view_get(cr, uid, False, 'calendar', context)
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- |
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We can check for one of the recurrent event and count the number of meeting.
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-
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!python {model: crm.meeting}: |
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import time
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from datetime import datetime, date, timedelta
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ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Initial discussion')], context={'virtual_id': True})
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assert len(ids) == 10
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- |
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If I want to edit meetings information for all occurrence I click on "Edit All" button.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_case_initialdiscussion0')], {'edit_all':'True'},context)
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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 occurrences are changed accordingly.
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-
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!record {model: crm.meeting, id: crm.crm_case_initialdiscussion0}:
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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(internal user) for this meetings, Create record for
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people will come on meeting.
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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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send_mail: False
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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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Now inviting those people which we are registers.
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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_case_initialdiscussion0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
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- |
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All conformation is completed for meeting now going to confirm meeting
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and we can check also after completion of meeting, it is done or not.
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-
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!python {model: crm.meeting}: |
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self.case_open(cr, uid, [ref('crm_case_initialdiscussion0')])
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meeting_rec = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
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assert meeting_rec.state == 'open', "Meeting is not in confirm state"
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self.case_close(cr, uid, [ref('crm_case_initialdiscussion0')])
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meeting_rec_close = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
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assert meeting_rec_close.state == 'done', "Meeting is not in done state"
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@ -1,97 +0,0 @@
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- |
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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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!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
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categ_id: crm.categ_meet2
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date: !eval time.strftime('%Y-%m-%d 16:04:00')
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date_deadline: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 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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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 occur weekly on Monday and Friday 10 times.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref("crm_meeting_regardingpresentation0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly'})
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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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-
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!python {model: crm.meeting}: |
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self.fields_view_get(cr, uid, False, 'calendar', context)
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- |
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I will search for one of the recurrent event and count the number of meeting.
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-
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!python {model: crm.meeting}: |
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import time
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from datetime import datetime, date, timedelta
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ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Regarding Presentation')], context={'virtual_id': True})
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assert len(ids) == 10
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- |
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If I want to edit meetings information for all occurrence I click on "Edit All" button.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'edit_all':'True'},context)
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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 occurrences 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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send_mail: False
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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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I click on "Invite" button of "Invite attendee" wizard.
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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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