[ADD] crm: 1) Added new crm_lead_to_opportunity.yml
bzr revid: ron@tinyerp.com-20111012100134-gueog210ck07yhx6
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@ -119,7 +119,8 @@ Creates a dashboard for CRM that includes:
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'crm_phonecall_demo.xml',
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'crm_phonecall_demo.xml',
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],
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],
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'test': [
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'test': [
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'test/process/process_crm_lead.yml',
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'test/process/crm_lead_open.yml',
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'test/process/crm_lead_to_opportunity.yml',
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'test/process/cancle_crm_lead.yml',
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'test/process/cancle_crm_lead.yml',
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'test/process/process_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_opportunity.yml',
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@ -0,0 +1,36 @@
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-
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As the lead seems to be a real business opportunity, I will convert it to a partner
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and a business opportunity.
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-
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_1}:
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action: 'exist'
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-
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Create opportunity based on exiting partner
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-
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_1")], {'active_ids': [ref("crm_case_qrecorp0")], 'active_id': ref("crm_case_qrecorp0")})
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-
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In order to test lead, i will test to lead is converted to opportunity.
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-
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead is not converted on opportunity}:
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- type == 'opportunity'
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-
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Finally, i won this lead, so i will close this lead.
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-
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!python {model: crm.lead}: |
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self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
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-
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In order to test lead, it is close or not.
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-
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in done state}:
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- state == "done"
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-
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After won this lead probability is 100.
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-
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Probability is equal to 100}:
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- probability == 100.0
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-
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In order to test stage of opportunity after win, i will test stage of opportunity.
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-
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: stage of opportunity is win}:
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- stage_id.name == "Won"
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