[ADD]: crm: 1) Add new yml on process folder cancle_crm_lead.yml

2) Checked for lead from any stage, It will be cancle or not 
3) If Lead not handle by executive team so its need to Escalate lead from sales executive department to sales department
and checked that
4) Checked for lead cancle from Escalate stage

bzr revid: ron@tinyerp.com-20111011065503-x1o4pbhtkyaznuyp
This commit is contained in:
ron@tinyerp.com 2011-10-11 12:25:03 +05:30
parent 3d82d827c8
commit d202549512
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Cheking for lead from any stage, It will be cancle or not.
-
!python {model: crm.lead}: |
lead_on_draft=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_on_draft.state == 'draft', "Lead is not in draft state"
self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_on_cancel=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_on_cancel.state == 'cancel', "Lead is not in cancel state"
self.case_reset(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_on_reset=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_on_reset.state == 'draft', "Lead is not in draft state"
self.case_pending(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_on_pending=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_on_pending.state == 'pending', "Lead is not in pending state"
self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_pending_cancel=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_pending_cancel.state == 'cancel', "Lead is not in cancel state"
-
For working on parent child relationship, we are creating sales executive department that will be work under
Sales Department.
-
!record {model: crm.case.section, id: section_sales_exe_department}:
name: "Sales Executive"
parent_id: crm.section_sales_department
-
If Lead not handle by executive team so its need to Escalate lead from sales executive department to sales department,
for that purpose i Assign sales executive department on lead, after we will be process to escalate lead to sales department
-
!record {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0}:
section_id: section_sales_exe_department
-
Processing on Lead escalate to sales Departemnt, we are checking for lead Escalate to sales Department from Executive
department or not.
-
!python {model: crm.lead}: |
lead_rec=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
self.case_reset(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_cancle_reset=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_cancle_reset.state == 'draft', "Lead is not in draft state"
self.case_escalate(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_on_escalate=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_on_escalate.section_id.name == 'Sales Department', "Do not Escalate lead to on sales team from Executive team"
self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
lead_escalate_cancel=self.browse(cr, uid, ref("crm_case_itisatelesalescampaign0"))
assert lead_escalate_cancel.state == 'cancel', "Lead is not in cancel state"