[Merge]crm : Improve the test case for merging the opp.
bzr revid: dbr@tinyerp.com-20110902094249-tisvloz5y52yti1h
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@ -1,4 +1,4 @@
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- |
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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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@ -25,6 +25,7 @@
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email_from: info@mycustomer.com
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name: New Customer
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partner_name: Capegemini
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partner_id: base.res_partner_9
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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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@ -45,6 +46,11 @@
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
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- state == "open"
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-
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Now, Find id for case object
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-
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!python {model: crm.case.categ}: |
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self._find_object_id(cr, uid, context)
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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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@ -72,7 +78,6 @@
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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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assert lead.type == 'opportunity'
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#-
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# |
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# yaml is also not working with smtp server and send new email.
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@ -22,7 +22,9 @@
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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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!record {model: res.users, id: res_users_usercrm0}:
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context_section_id: crm_case_section_demosalesteam
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- |
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Creating a new lead "Demo Customer" and I provide an address to this
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demo customer and email "info@democustomer.com" and Also "Demo Sales Team".
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@ -11,18 +11,17 @@
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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 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_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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- |
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I schedule Meeting on this current opportunity by clicking on "schedule
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Meeting".
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@ -78,4 +77,37 @@
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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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Now, 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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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_lead_newcustomer0')]
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self.merge(cr, uid, op_ids, {'lead_ids': lead_ids})
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