[ADD, REF]: crm: 1) Moved test_crm_phonecall.yml to process/process_crm_phonecall.yml
2) Removed Phonecall by log seduling, 3) Improved varibles names and conversion, 4) changed string Interview call to interest with openerp, 5) Improved all string regarding to end user and remove all string like coder, 6) Added stage after completion of phonecall and cheked that working properly or not bzr revid: ron@tinyerp.com-20111011130050-vk24chpik6y4ijc4
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ron@tinyerp.com
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@ -123,7 +123,7 @@ Creates a dashboard for CRM that includes:
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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/test_crm_opportunity.yml',
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'test/test_crm_phonecall.yml',
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'test/process/process_crm_phonecall.yml',
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'test/test_crm_recurrent_meeting.yml',
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'test/test_crm_stage_changes.yml',
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'test/test_crm_recurrent_meeting_case2.yml',
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@ -0,0 +1,73 @@
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- |
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For customer or partner purpose, I called to him/her for discussion about openerp.
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-
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!record {model: crm.phonecall, id: crm_phonecall_disc_openerp}:
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date: !eval time.strftime('%Y-%m-%d 08:00:00')
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name: Discussion About Openerp
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duration: 2.0
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section_id: crm.section_sales_department
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-
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After called to Customer/partner, So creating record to merge with exiting partner
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-
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!record {model: crm.phonecall2partner, id: crm_phonecall2partner_existed}:
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action: exist
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partner_id: base.res_partner_9
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-
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We are going to create partner.
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-
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!python {model: crm.phonecall2partner}: |
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self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_disc_openerp")]})
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self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_existed")], {"active_ids": [ref("crm_phonecall_disc_openerp")]})
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self.make_partner(cr, uid, [ref("crm_phonecall2partner_existed")], {"active_ids": [ref("crm_phonecall_disc_openerp")]})
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- |
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As the success of phonecall seems to be a real business opportunity, It will convert
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it to opportunity.
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-
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!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_disc_openerp}:
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name: Discussion About Openerp
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partner_id: base.res_partner_9
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planned_revenue: 0.0
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probability: 0.0
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- |
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Business opportunity is now assigned to this phonecall.
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-
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!assert {model: crm.phonecall, id: crm_phonecall_disc_openerp}:
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- opportunity_id != False
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-
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Succeed phonecall, it will be convert into on opportunity.
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-
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!python {model: crm.phonecall2opportunity}: |
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self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_disc_openerp")], {"active_id": ref("crm_phonecall_disc_openerp")})
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- |
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For business And I check that the phonecall and the newly created business
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opportunity is linked to same partner.
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-
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!python {model: crm.phonecall}: |
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obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_disc_openerp'))
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ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
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obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
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assert obj_phonecall.partner_id == obj_opp.partner_id
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- |
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Customer/partner intested with our product, so we will call back to him/her
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-
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!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_disc_openerp}:
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date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
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name: interest with openerp
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section_id: crm.section_sales_department
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user_id: base.user_root
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action: schedule
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categ_id: crm.categ_phone1
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- |
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Create other sedular call which is interested customer/partner.
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-
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!python {model: crm.phonecall2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_disc_openerp')], {'active_id': ref('crm_phonecall_disc_openerp')})
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- |
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Completion of phonecall, Cheking for phonecall summary is close or not.
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-
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!python {model: crm.phonecall}: |
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phonecall_rec = self.browse(cr, uid, ref('crm_phonecall_disc_openerp'))
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assert phonecall_rec.state == 'done', "Phonecall is not in done state"
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@ -1,116 +0,0 @@
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- |
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I start by creating a new phonecall.
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-
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!record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
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date: !eval time.strftime('%Y-%m-%d 08:00:00')
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name: Interview call
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duration: 2.0
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section_id: crm.section_sales_department
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-
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I select partner by click on "Create a Partner" button.
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-
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!record {model: crm.phonecall2partner, id: crm_phonecall2partner_1}:
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action: exist
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partner_id: base.res_partner_9
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-
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I click on "Continue" button of this wizard and make partner.
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-
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!python {model: crm.phonecall2partner}: |
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self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_interviewcall0")]})
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self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
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self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
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- |
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As the success of phonecall seems to be a real business opportunity, I will convert
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it to opportunity by clicking on the "Convert to Opportunity" button.
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-
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!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_interviewcall0}:
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name: Interview call
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partner_id: base.res_partner_9
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planned_revenue: 0.0
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probability: 0.0
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- |
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I can see that a business opportunity is now assigned to this phonecall
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-
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!assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
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- opportunity_id != False
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-
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I click on "Convert" button of this wizard.
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-
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!python {model: crm.phonecall2opportunity}: |
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self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_interviewcall0")], {"active_id": ref("crm_phonecall_interviewcall0")})
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- |
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And I check that the phonecall and the newly created business opportunity is linked
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to same partner.
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-
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!python {model: crm.phonecall}: |
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obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_interviewcall0'))
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ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
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obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
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assert obj_phonecall.partner_id == obj_opp.partner_id
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- |
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I schedule Meeting on this current phonecall by clicking on "schedule
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Meeting".
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-
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!python {model: crm.phonecall}: |
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self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
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- |
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I can see that Meeting's calendar view is shown.
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then I click on the date on which I want schedule meeting.
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I fill proper data for that meeting and save it.
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-
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!record {model: crm.meeting, id: crm_meeting_interviewcall0}:
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alarm_id: base_calendar.alarm3
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date: !eval "'%s-%s-%s 09:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
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date_deadline: !eval "'%s-%s-%s 17:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
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duration: 8.0
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email_from: info@balmerinc.be
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name: Interview call
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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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phonecall_id: 'crm_phonecall_interviewcall0'
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state: open
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- |
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In order to schedule other phonecall to the partner
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I click on "schedule other call" button. and plan for other call
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I can see that it will open other phonecall view with some data same as current
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phonecall.
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-
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!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall0}:
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date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
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name: Interview call
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section_id: crm.section_sales_department
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user_id: base.user_root
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action: schedule
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categ_id: crm.categ_phone1
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-
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I click on "schedule other call" button. and plan for other call.
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-
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!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall1}:
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date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
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name: Interview call
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section_id: crm.section_sales_department
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user_id: base.user_root
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action: log
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categ_id: crm.categ_phone1
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- |
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I click on "Schedule" button of this wizard.
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-
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!python {model: crm.phonecall2phonecall}: |
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fields = {
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'name': 'Interview call',
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'section_id': ref('crm.section_sales_department'),
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'user_id': ref('base.user_root'),
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'categ_id': ref('crm.categ_phone1')
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}
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self.default_get(cr, uid, fields,{'active_id': ref('crm_phonecall_interviewcall0')})
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self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
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- |
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I click on "Schedule" button of this wizard with log option.
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-
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!python {model: crm.phonecall2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall1')], {'active_id': ref('crm_phonecall_interviewcall0')})
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