Turkesh Patel (Open ERP)
commit
9e6a6b6d28
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@ -58,7 +58,11 @@ Note: If you need demo data, you can install the marketing_campaign_crm_demo mod
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"security/ir.model.access.csv"
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],
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'demo_xml': [
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'marketing_campaign_demo.xml',
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],
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'test': [
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'test/marketing_campaign.yml',
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],
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'installable': True,
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'application': True,
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'active': False,
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@ -670,7 +670,7 @@ class marketing_campaign_workitem(osv.osv):
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def _process_one(self, cr, uid, workitem, context=None):
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if workitem.state != 'todo':
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return
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return False
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activity = workitem.activity_id
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proxy = self.pool.get(workitem.object_id.model)
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@ -707,7 +707,7 @@ class marketing_campaign_workitem(osv.osv):
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if result:
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# process _chain
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workitem = workitem.browse(context)[0] # reload
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workitem = workitem.browse(context=context)[0] # reload
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date = datetime.strptime(workitem.date, DT_FMT)
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for transition in activity.to_ids:
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@ -784,11 +784,7 @@ class marketing_campaign_workitem(osv.osv):
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res = {}
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wi_obj = self.browse(cr, uid, ids[0], context=context)
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if wi_obj.activity_id.type == 'email':
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'email_template', 'email_template_preview_form')
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view_id = 0
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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view_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'email_template', 'email_template_preview_form')
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res = {
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'name': _('Email Preview'),
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'view_type': 'form',
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@ -796,7 +792,7 @@ class marketing_campaign_workitem(osv.osv):
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'res_model': 'email_template.preview',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'views': [(view_id and view_id[1] or 0, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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'nodestroy':True,
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@ -0,0 +1,93 @@
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<?xml version="1.0" ?>
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<openerp>
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<data>
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<!-- Email tempalte -->
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<record id="email_template_1" model="email.template">
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<field name="name">Template for New Partner</field>
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<field name="email_from">info@tinyerp.com</field>
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<field name="subject">Welcome in OpenERP Partner Channel!</field>
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<field name="email_to">${object.email or ''}</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="body_text">Hello, We are very happy to send Welcome message.</field>
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</record>
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<record id="email_template_2" model="email.template">
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<field name="name">Template for Silver Partner</field>
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<field name="email_from">info@tinyerp.com</field>
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<field name="subject">Congratulation! You become now our Silver Partner.</field>
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<field name="email_to">${object.email or ''}</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="body_text">Hello, We are happy to announce that you now become our Silver Partner.</field>
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</record>
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<record id="email_template_3" model="email.template">
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<field name="name">Template for Gold Partner</field>
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<field name="email_from">info@tinyerp.com</field>
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<field name="subject">Congratulation! You become our Gold Partner.</field>
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<field name="email_to">${object.email or ''}</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="body_text">Hello, We are happy to announce that you become our Gold Partner.</field>
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</record>
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<!-- Campaign -->
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<record id="marketing_campaign_openerppartnerchannel" model="marketing.campaign">
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<field name="name">OpenERP Partner Channel</field>
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<field name="object_id" ref="base.model_res_partner"/>
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<field name="mode">active</field>
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</record>
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<!-- Activity -->
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<record id="marketing_campaign_activity_0" model="marketing.campaign.activity">
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<field name="name">New Partner</field>
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<field name="campaign_id" ref="marketing_campaign_openerppartnerchannel"/>
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<field name="email_template_id" ref="email_template_1"/>
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<field name="condition">object.credit_limit < 10000</field>
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<field name="keep_if_condition_not_met">True</field>
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<field eval="1" name="start"/>
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</record>
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<record id="marketing_campaign_activity_1" model="marketing.campaign.activity">
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<field name="name">Silver Partner</field>
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<field name="campaign_id" ref="marketing_campaign_openerppartnerchannel"/>
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<field name="condition">object.credit_limit >= 10000 and object.credit_limit < 50000</field>
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<field name="keep_if_condition_not_met">True</field>
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<field name="email_template_id" ref="email_template_2"/>
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</record>
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<record id="marketing_campaign_activity_2" model="marketing.campaign.activity">
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<field name="name">Gold Partner</field>
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<field name="condition">object.credit_limit >= 100000</field>
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<field name="campaign_id" ref="marketing_campaign_openerppartnerchannel"/>
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<field name="keep_if_condition_not_met">True</field>
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<field name="email_template_id" ref="email_template_3"/>
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</record>
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<!-- Tranisition -->
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<record id="marketing_campaign_transition_0" model="marketing.campaign.transition">
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<field model="marketing.campaign.activity" name="activity_from_id" ref = "marketing_campaign_activity_0"/>
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<field model="marketing.campaign.activity" name="activity_to_id" ref = "marketing_campaign_activity_1"/>
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</record>
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<record id="marketing_campaign_transition_1" model="marketing.campaign.transition">
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<field model="marketing.campaign.activity" name="activity_from_id" ref = "marketing_campaign_activity_1"/>
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<field model="marketing.campaign.activity" name="activity_to_id" ref = "marketing_campaign_activity_2"/>
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</record>
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<!-- Segment -->
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<record id="filter0" model="ir.filters">
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<field name="name">Partners</field>
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<field name="domain">[('name','like','agrolait')]</field>
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<field name="model_id">res.partner</field>
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</record>
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<record id="marketing_campaign_segment0" model="marketing.campaign.segment">
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<field eval="time.strftime('%Y-%m-%d %H:%M:%S')" name="date_run"/>
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<field name="name">OpenERP Partner</field>
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<field name="sync_mode">create_date</field>
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<field name="ir_filter_id" ref="filter0"></field>
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<field name="campaign_id" ref="marketing_campaign_openerppartnerchannel"/>
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</record>
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</data>
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</openerp>
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@ -0,0 +1,114 @@
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-
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In order to test process of compaign, I start compaign.
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-
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!workflow {model: marketing.campaign, action: state_running_set, ref: marketing_campaign_openerppartnerchannel}
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-
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I check the campaign on Running mode after started.
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-
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!assert {model: marketing.campaign, id: marketing_campaign_openerppartnerchannel}:
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- state == 'running'
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-
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I assign segment to campaign.
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-
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!record {model: marketing.campaign.segment, id: marketing_campaign_segment0}:
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campaign_id: marketing_campaign_openerppartnerchannel
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-
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I start this segment after assinged campaign.
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-
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!workflow {model: marketing.campaign.segment, action: state_running_set, ref: marketing_campaign_segment0}
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-
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I check the segment on Running mode after started.
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-
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!assert {model: marketing.campaign.segment, id: marketing_campaign_segment0}:
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- state == 'running'
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-
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I synchronized segment manually to see all step of activity and process covered on this campaign.
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-
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!python {model: marketing.campaign.segment}: |
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self.synchroniz(cr, uid, [ref("marketing_campaign_segment0")])
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-
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I check followup detail of first activity.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_0'))])
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assert ids, 'Followup item is not created for first activity.'
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-
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I process followup of first activity.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_0'))])
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self.process(cr, uid, ids)
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record = self.browse(cr, uid, ids)[0]
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assert record.state == "done", "Followup item should be closed after process."
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-
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I check followup detail of second activity after process of first activity.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_1'))])
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assert ids, 'Followup item is not created for second activity.'
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-
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Now I increase credit limit of customer
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-
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!python {model: res.partner}: |
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self.write(cr, uid, [ref("base.res_partner_agrolait")], {'credit_limit':41000}, context=context)
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-
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I process followup of second activity after set draft.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_1'))])
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self.button_draft(cr, uid, ids, context=context)
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self.process(cr, uid, ids, context=context)
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record = self.browse(cr, uid, ids[0], context=context)
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assert record.state == "done", "Followup item should be closed after process."
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-
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I check followup detail of third activity after process of second activity.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_2'))])
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assert ids, 'Followup item is not created for third activity.'
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-
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Now I increase credit limit of customer
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-
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!python {model: res.partner}: |
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self.write(cr, uid, [ref("base.res_partner_agrolait")], {'credit_limit':151000}, context=context)
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-
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I process followup of third activity after set draft.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_2'))])
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self.button_draft(cr, uid, ids, context=context)
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self.process(cr, uid, ids, context=context)
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record = self.browse(cr, uid, ids[0], context=context)
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assert record.state == "done", "Followup item should be closed after process."
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-
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I print workitem report.
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-
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!python {model: marketing.campaign.workitem}: |
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ids = self.search(cr, uid, [('segment_id', '=', ref('marketing_campaign_segment0')),
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('campaign_id', '=', ref('marketing_campaign_openerppartnerchannel')), ('activity_id', '=', ref('marketing_campaign_activity_2'))])
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self.preview(cr, uid, ids)
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-
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I close segmentation After completion of all activity.
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-
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!workflow {model: marketing.campaign.segment, action: state_done_set, ref: marketing_campaign_segment0}
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-
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I check the segmentation is done.
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-
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!assert {model: marketing.campaign.segment, id: marketing_campaign_segment0}:
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- state == 'done'
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-
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I close this campaing.
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-
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!workflow {model: marketing.campaign.segment, action: state_done_set, ref: marketing_campaign_openerppartnerchannel}
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-
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I check the campaing is done.
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-
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!assert {model: marketing.campaign.segment, id: marketing_campaign_openerppartnerchannel}:
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- state == 'done'
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@ -39,7 +39,10 @@
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello,Thanks for generous interest you have shown in the openERP.Regards,OpenERP Team,</field>
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<field name="name">For OpenERP OnDemand Free Trial 2010</field>
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</record>
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@ -49,7 +52,10 @@
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello,We have very good offer that might suit you.
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We propose you to subscribe to the OpenERP Discovery Day on May 2010.
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If any further information required kindly revert back.
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@ -58,13 +64,20 @@
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<field name="name">For OpenERP Discovery Day on May 2010</field>
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</record>
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<<<<<<< TREE
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<record id="email_template_3" model="email.template">
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=======
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<record id="email_template_3" model="email.template">
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>>>>>>> MERGE-SOURCE
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<field name="subject">Thanks for subscribing to the OpenERP Discovery Day</field>
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<field name="email_to">info@tinyerp.com</field>
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello,Thanks for showing intrest and for subscribing to the OpenERP Discovery Day.
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If any further information required kindly revert back.
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I really appreciate your co-operation on this.
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@ -72,13 +85,20 @@
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<field name="name">For OpenERP Discovery Day</field>
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</record>
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<<<<<<< TREE
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<record id="email_template_4" model="email.template">
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=======
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<record id="email_template_4" model="email.template">
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>>>>>>> MERGE-SOURCE
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<field name="subject">Thanks for buying the OpenERP book</field>
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<field name="email_to">info@tinyerp.com</field>
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello,Thanks for showing intrest and buying the OpenERP book.
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If any further information required kindly revert back.
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I really appreciate your co-operation on this.
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@ -92,7 +112,10 @@
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello, We have very good offer that might suit you.
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For our gold partners,We are arranging free technical training on june,2010.
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If any further information required kindly revert back.
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@ -107,7 +130,10 @@
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello, We have very good offer that might suit you.
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For our silver partners,We are paid technical training on june,2010.
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If any further information required kindly revert back.
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@ -122,7 +148,10 @@
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
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<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<<<<<<< TREE
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<field eval="0" name="user_signature"/>
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=======
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>>>>>>> MERGE-SOURCE
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<field name="body_text">Hello, We have very good offer that might suit you.
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For our silver partners,We are offering Gold partnership.
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If any further information required kindly revert back.
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@ -137,7 +166,10 @@
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<field model="ir.actions.act_window" name="ref_ir_act_window" search="[('name', '=', u'For OpenERP OnDemand Free Trial 2010 Mail Form')]"/>
|
||||
<field model="ir.values" name="ref_ir_value" search="[('name', '=', u'Send Mail (For OpenERP OnDemand Free Trial 2010)')]"/>
|
||||
<field name="model_id" ref="crm.model_crm_lead"/>
|
||||
<<<<<<< TREE
|
||||
<field eval="0" name="user_signature"/>
|
||||
=======
|
||||
>>>>>>> MERGE-SOURCE
|
||||
<field name="body_text">Hello, Thanks for showing intrest and for subscribing to technical training.If any further information required kindly revert back.I really appreciate your co-operation on this.
|
||||
Regards,OpenERP Team,</field>
|
||||
<field name="name">For subscribing to technical training</field>
|
||||
|
|
@ -157,6 +189,7 @@
|
|||
<record id="marketing_campaign_openerpondemandfreetrial0" model="marketing.campaign">
|
||||
<field name="name">OpenERP OnDemand Free Trial 2010</field>
|
||||
<field name="object_id" ref="crm.model_crm_lead"/>
|
||||
<field name="mode">active</field>
|
||||
<field name="partner_field_id" ref="crm.field_crm_lead_partner_id"/>
|
||||
</record>
|
||||
|
||||
|
|
|
|||
Loading…
Reference in New Issue