[Merge]crm : Improve the test case for merging the opp.

bzr revid: dbr@tinyerp.com-20110902094249-tisvloz5y52yti1h
This commit is contained in:
DBR (OpenERP) 2011-09-02 15:12:49 +05:30
parent 29e7a03c1d
commit 94087e9e57
3 changed files with 49 additions and 10 deletions

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@ -1,4 +1,4 @@
- |
- |
In order to test the CRM in OpenERP,
I will do a customer qualification process that
starts with a fist contact with a customer (a lead), which will be converted to a
@ -25,6 +25,7 @@
email_from: info@mycustomer.com
name: New Customer
partner_name: Capegemini
partner_id: base.res_partner_9
phone: (855) 924-4364
mobile: (333) 715-1450
section_id: crm.section_sales_department
@ -45,6 +46,11 @@
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
- state == "open"
-
Now, Find id for case object
-
!python {model: crm.case.categ}: |
self._find_object_id(cr, uid, context)
- |
As the lead seems to be a real business opportunity, I will convert it to a
partner
@ -72,7 +78,6 @@
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
assert lead.type == 'opportunity'
#-
# |
# yaml is also not working with smtp server and send new email.

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@ -22,7 +22,9 @@
working_hours: 0.0
resource_calendar_id: resource.timesheet_group1
parent_id: crm.section_sales_department
-
!record {model: res.users, id: res_users_usercrm0}:
context_section_id: crm_case_section_demosalesteam
- |
Creating a new lead "Demo Customer" and I provide an address to this
demo customer and email "info@democustomer.com" and Also "Demo Sales Team".

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@ -11,18 +11,17 @@
stage_id: crm.stage_lead1
categ_id: crm.categ_oppor2
section_id: crm.section_sales_department
- |
I check that the opportunity is in 'New' state.
-
!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
- state == "draft"
- |
I open opportunity by click on "Open" button,
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
- |
I check that phonecall record is created for that opportunity.
-
!python {model: crm.phonecall}: |
phone_obj = self.pool.get('crm.phonecall')
- |
I schedule Meeting on this current opportunity by clicking on "schedule
Meeting".
@ -78,4 +77,37 @@
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
section_id: crm.section_sales_department
- |
Now, Merge the opportunities.
-
for that create two opportunities first opportunity 'Test FUEL CO'.
-
!record {model: crm.lead, id: crm_opportunity_1}:
email_from: info@balmerinc.be
name: 'Test FUEL CO 829264 - 10002 units'
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
probability: 1.0
stage_id: crm.stage_lead1
categ_id: crm.categ_oppor2
section_id: crm.section_sales_department
-
Create the opportunity 'FUEL CO'.
-
!record {model: crm.lead, id: crm_opportunity_2}:
email_from: info@balmerinc.be
name: 'FUEL CO 829264 - 10002 units'
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
probability: 1.0
stage_id: crm.stage_lead1
categ_id: crm.categ_oppor2
section_id: crm.section_sales_department
- |
I Merge two Opportunities,
-
!python {model: crm.merge.opportunity}: |
op_list = [ref('crm_opportunity_1'),ref('crm_opportunity_2')]
op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
lead_ids = [ref('crm_lead_newcustomer0')]
self.merge(cr, uid, op_ids, {'lead_ids': lead_ids})