[IMP]: crm*: Improved xml_id of demo cases so it can be generic
bzr revid: rpa@tinyerp.com-20120730102352-wv3g29qk556mx5zc
This commit is contained in:
parent
9be1dc63e5
commit
f10270c64a
|
@ -1,16 +1,16 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record model="crm.case.channel">
|
||||
<record model="crm.case.channel" id="crm_case_channel_website">
|
||||
<field name="name">website</field>
|
||||
</record>
|
||||
<record model="crm.case.channel">
|
||||
<record model="crm.case.channel" id="crm_case_channel_phone">
|
||||
<field name="name">phone</field>
|
||||
</record>
|
||||
<record model="crm.case.channel">
|
||||
<record model="crm.case.channel" id="crm_case_channel_direct">
|
||||
<field name="name">direct</field>
|
||||
</record>
|
||||
<record model="crm.case.channel">
|
||||
<record model="crm.case.channel" id="crm_case_channel_email">
|
||||
<field name="name">email</field>
|
||||
</record>
|
||||
<record model="crm.case.section" id="section_sales_department">
|
||||
|
|
|
@ -5,7 +5,7 @@
|
|||
Demo Leads
|
||||
-->
|
||||
|
||||
<record id="crm_case_itisatelesalescampaign0" model="crm.lead">
|
||||
<record id="crm_case_1" model="crm.lead">
|
||||
<field name="type_id" ref="crm.type_lead1"/>
|
||||
<field eval="'3'" name="priority"/>
|
||||
<field name="type">lead</field>
|
||||
|
@ -24,7 +24,7 @@
|
|||
<field eval="'Plan to Attend a Training'" name="name"/>
|
||||
<field eval="'0033 769 703-274'" name="phone"/>
|
||||
</record>
|
||||
<record id="crm_case_electonicgoodsdealer0" model="crm.lead">
|
||||
<record id="crm_case_2" model="crm.lead">
|
||||
<field name="type_id" ref="crm.type_lead7"/>
|
||||
<field eval="'4'" name="priority"/>
|
||||
<field name="type">lead</field>
|
||||
|
@ -44,7 +44,7 @@
|
|||
<field eval="'Interest in Your New Product'" name="name"/>
|
||||
<field eval="'(956) 293-2595'" name="phone"/>
|
||||
</record>
|
||||
<record id="crm_case_developingwebapplications0" model="crm.lead">
|
||||
<record id="crm_case_3" model="crm.lead">
|
||||
<field name="type_id" ref="crm.type_lead5"/>
|
||||
<field eval="'2'" name="priority"/>
|
||||
<field name="type">lead</field>
|
||||
|
@ -62,7 +62,7 @@
|
|||
<field eval="'(079) 681-2139'" name="phone"/>
|
||||
<field eval="'contact@thkompany.com'" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_qrecorp0" model="crm.lead">
|
||||
<record id="crm_case_4" model="crm.lead">
|
||||
<field name="type_id" ref="crm.type_lead8"/>
|
||||
<field eval="'3'" name="priority"/>
|
||||
<field name="type">lead</field>
|
||||
|
@ -78,7 +78,7 @@
|
|||
<field eval="'(514) 698-4118'" name="phone"/>
|
||||
<field eval="'hmc@thgascompany.com'" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_itdeveloper0" model="crm.lead">
|
||||
<record id="crm_case_5" model="crm.lead">
|
||||
<field name="type_id" ref="crm.type_lead4"/>
|
||||
<field eval="'3'" name="priority"/>
|
||||
<field name="type">lead</field>
|
||||
|
@ -97,7 +97,7 @@
|
|||
<field eval="'(855) 924-4364'" name="phone"/>
|
||||
<field eval="'helle@stonageit.be'" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_mgroperations0" model="crm.lead">
|
||||
<record id="crm_case_6" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead3"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
|
@ -117,7 +117,7 @@
|
|||
<field eval="'(373) 907-1009'" name="phone"/>
|
||||
<field eval="'info@opensides.be'" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_vpoperations0" model="crm.lead">
|
||||
<record id="crm_case_7" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead8"/>
|
||||
<field eval="'3'" name="priority"/>
|
||||
|
@ -135,7 +135,7 @@
|
|||
<field eval="'Info about Your Company ?'" name="name"/>
|
||||
<field eval="'(282) 603-7489'" name="phone"/>
|
||||
</record>
|
||||
<record id="crm_case_webvisitor0" model="crm.lead">
|
||||
<record id="crm_case_8" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead5"/>
|
||||
<field eval="'1'" name="priority"/>
|
||||
|
@ -153,7 +153,7 @@
|
|||
<field eval="'smith_john@gmail.com'" name="email_from"/>
|
||||
<field eval="'(282) 596-8584'" name="phone"/>
|
||||
</record>
|
||||
<record id="crm_case_business_card0" model="crm.lead">
|
||||
<record id="crm_case_9" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead3"/>
|
||||
<field eval="'2'" name="priority"/>
|
||||
|
@ -171,7 +171,7 @@
|
|||
<field eval="'l.smith@marketing-business.com'" name="email_from"/>
|
||||
<field eval="'(252) 578-7894'" name="phone"/>
|
||||
</record>
|
||||
<record id="crm_case_imported_contact0" model="crm.lead">
|
||||
<record id="crm_case_10" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead8"/>
|
||||
<field eval="'2'" name="priority"/>
|
||||
|
@ -181,7 +181,7 @@
|
|||
<field name="stage_id" ref="crm.stage_lead1"/>
|
||||
<field eval="'Business Group'" name="partner_name"/>
|
||||
</record>
|
||||
<record id="crm_case_employee0" model="crm.lead">
|
||||
<record id="crm_case_11" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead3"/>
|
||||
<field eval="'3'" name="priority"/>
|
||||
|
@ -194,7 +194,7 @@
|
|||
<field eval="'Agrolait'" name="partner_name"/>
|
||||
<field eval="'Sylvie Lelitre'" name="contact_name"/>
|
||||
</record>
|
||||
<record id="crm_case_company_partnership0" model="crm.lead">
|
||||
<record id="crm_case_12" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type_id" ref="crm.type_lead3"/>
|
||||
<field eval="'3'" name="priority"/>
|
||||
|
@ -209,14 +209,14 @@
|
|||
|
||||
<!-- Call Function to Cancel the leads (set as Dead) -->
|
||||
<function model="crm.lead" name="case_cancel"
|
||||
eval="[ ref('crm_case_company_partnership0'), ref('crm_case_vpoperations0'),
|
||||
ref('crm_case_developingwebapplications0'), ref('crm_case_webvisitor0')],
|
||||
eval="[ ref('crm_case_12'), ref('crm_case_7'),
|
||||
ref('crm_case_3'), ref('crm_case_8')],
|
||||
{'install_mode': True}"
|
||||
/>
|
||||
<!-- Call Function to set the leads as Unread -->
|
||||
<function model="crm.lead" name="message_mark_as_unread"
|
||||
eval="[ ref('crm_case_itisatelesalescampaign0'), ref('crm_case_electonicgoodsdealer0'),
|
||||
ref('crm_case_itdeveloper0'), ref('crm_case_employee0')], {}"
|
||||
eval="[ ref('crm_case_1'), ref('crm_case_2'),
|
||||
ref('crm_case_5'), ref('crm_case_11')], {}"
|
||||
/>
|
||||
|
||||
|
||||
|
@ -224,7 +224,7 @@
|
|||
Demo Opportunities
|
||||
-->
|
||||
|
||||
<record id="crm_case_construstazunits0" model="crm.lead">
|
||||
<record id="crm_case_13" model="crm.lead">
|
||||
<field eval="60" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -239,7 +239,7 @@
|
|||
<field eval="'Plan to buy 200 PC2'" name="name"/>
|
||||
<field eval="'Conf call with purchase manager'" name="title_action"/>
|
||||
</record>
|
||||
<record id="crm_case_rdroundfundingunits0" model="crm.lead">
|
||||
<record id="crm_case_14" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
<field name="type_id" ref="crm.type_lead2"/>
|
||||
|
@ -261,7 +261,7 @@
|
|||
<field eval="1000" name="zip"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
</record>
|
||||
<record id="crm_case_rdroundfundingunits25" model="crm.lead">
|
||||
<record id="crm_case_15" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
<field name="type_id" ref="crm.type_lead2"/>
|
||||
|
@ -288,7 +288,7 @@
|
|||
<record id="message_email0" model="mail.message">
|
||||
<field name="subject">Kitchen design</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="res_id" ref="crm_case_rdroundfundingunits25"></field>
|
||||
<field name="res_id" ref="crm_case_15"></field>
|
||||
<field name="subtype">html</field>
|
||||
<field name="body_html"><![CDATA[Email0 inquiry]]></field>
|
||||
<field name="type">email</field>
|
||||
|
@ -298,7 +298,7 @@
|
|||
<record id="message_note0" model="mail.message">
|
||||
<field name="subject">Reply</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="res_id" ref="crm_case_rdroundfundingunits25"></field>
|
||||
<field name="res_id" ref="crm_case_15"></field>
|
||||
<field name="subtype">html</field>
|
||||
<field name="body_html"><![CDATA[Internal note0]]></field>
|
||||
<field name="type">comment</field>
|
||||
|
@ -307,7 +307,7 @@
|
|||
<record id="message_note0_comment0" model="mail.message">
|
||||
<field name="subject">Reply</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="res_id" ref="crm_case_rdroundfundingunits25"></field>
|
||||
<field name="res_id" ref="crm_case_15"></field>
|
||||
<field name="subtype">html</field>
|
||||
<field name="body_html"><![CDATA[comment on note0]]></field>
|
||||
<field name="parent_id" ref="message_note0"/>
|
||||
|
@ -317,7 +317,7 @@
|
|||
<record id="message_note0_comment1" model="mail.message">
|
||||
<field name="subject">Reply</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="res_id" ref="crm_case_rdroundfundingunits25"></field>
|
||||
<field name="res_id" ref="crm_case_15"></field>
|
||||
<field name="subtype">html</field>
|
||||
<field name="body_html"><![CDATA[comment1 on note0]]></field>
|
||||
<field name="parent_id" ref="message_note0"/>
|
||||
|
@ -327,7 +327,7 @@
|
|||
<record id="message_email1" model="mail.message">
|
||||
<field name="subject">Your inquiry</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="res_id" ref="crm_case_rdroundfundingunits25"></field>
|
||||
<field name="res_id" ref="crm_case_15"></field>
|
||||
<field name="subtype">html</field>
|
||||
<field name="body_html"><![CDATA[hello, outgoing email]]></field>
|
||||
<field name="type">email</field>
|
||||
|
@ -335,7 +335,7 @@
|
|||
<field name="user_id" ref="base.user_root"></field>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_unifliege" model="crm.lead">
|
||||
<record id="crm_case_16" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
<field name="type_id" ref="crm.type_lead2"/>
|
||||
|
@ -358,7 +358,7 @@
|
|||
<field eval="75016" name="zip"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
</record>
|
||||
<record id="crm_case_bankwealthy2" model="crm.lead">
|
||||
<record id="crm_case_17" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
<field name="type_id" ref="crm.type_lead2"/>
|
||||
|
@ -380,7 +380,7 @@
|
|||
<field eval="75016" name="zip"/>
|
||||
<field name="country_id" ref="base.fr"/>
|
||||
</record>
|
||||
<record id="crm_case_mediapoleunits0" model="crm.lead">
|
||||
<record id="crm_case_18" model="crm.lead">
|
||||
<field eval="100" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -397,7 +397,7 @@
|
|||
<field eval="time.strftime('%Y-%m-%d')" name="date_deadline"/>
|
||||
<field eval="'info@mycompany.net'" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_abcfuelcounits0" model="crm.lead">
|
||||
<record id="crm_case_19" model="crm.lead">
|
||||
<field eval="80" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -420,7 +420,7 @@
|
|||
<field model="res.country" name="country_id" search="[('code','ilike','gb')]"/>
|
||||
<field name="zip">L25 4RL</field>
|
||||
</record>
|
||||
<record id="crm_case_dirtminingltdunits25" model="crm.lead">
|
||||
<record id="crm_case_20" model="crm.lead">
|
||||
<field eval="30" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -433,7 +433,7 @@
|
|||
<field name="stage_id" ref="crm.stage_lead8"/>
|
||||
<field eval="'Want to subscribe to your online solution'" name="name"/>
|
||||
</record>
|
||||
<record id="crm_case_dirtminingltdunits0" model="crm.lead">
|
||||
<record id="crm_case_21" model="crm.lead">
|
||||
<field eval="30" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -446,7 +446,7 @@
|
|||
<field name="stage_id" ref="crm.stage_lead8"/>
|
||||
<field eval="'Interest in your Partnership Contract'" name="name"/>
|
||||
</record>
|
||||
<record id="crm_case_dirtminingltdunits10" model="crm.lead">
|
||||
<record id="crm_case_22" model="crm.lead">
|
||||
<field eval="30" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -468,7 +468,7 @@
|
|||
<field eval="77420" name="zip"/>
|
||||
<field name="country_id" ref="base.fr"/>
|
||||
</record>
|
||||
<record id="crm_case_construstazunits0" model="crm.lead">
|
||||
<record id="crm_case_13" model="crm.lead">
|
||||
<field eval="60" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -489,7 +489,7 @@
|
|||
<field eval="1659" name="zip"/>
|
||||
<field name="country_id" ref="base.ar"/>
|
||||
</record>
|
||||
<record id="crm_case_ericdubois4" model="crm.lead">
|
||||
<record id="crm_case_23" model="crm.lead">
|
||||
<field eval="65" name="probability"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
|
@ -511,7 +511,7 @@
|
|||
<field eval="7000" name="zip"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
</record>
|
||||
<record id="crm_case_fabiendupont" model="crm.lead">
|
||||
<record id="crm_case_24" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
<field name="type_id" ref="crm.type_lead1"/>
|
||||
|
@ -522,7 +522,7 @@
|
|||
<field name="stage_id" ref="crm.stage_lead1"/>
|
||||
<field eval="'Need more info about the onsite intervention'" name="name"/>
|
||||
</record>
|
||||
<record id="crm_case_shelvehouse" model="crm.lead">
|
||||
<record id="crm_case_25" model="crm.lead">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="type">opportunity</field>
|
||||
<field name="type_id" ref="crm.type_lead1"/>
|
||||
|
@ -536,8 +536,8 @@
|
|||
|
||||
<!-- Call Function to set the opportunities as Unread -->
|
||||
<function model="crm.lead" name="message_mark_as_unread"
|
||||
eval="[ ref('crm_case_rdroundfundingunits25'), ref('crm_case_unifliege'),
|
||||
ref('crm_case_ericdubois4'), ref('crm_case_abcfuelcounits0')], {}"
|
||||
eval="[ ref('crm_case_15'), ref('crm_case_16'),
|
||||
ref('crm_case_23'), ref('crm_case_19')], {}"
|
||||
/>
|
||||
|
||||
</data>
|
||||
|
|
|
@ -2,12 +2,12 @@
|
|||
I cancel unqualified lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
self.case_cancel(cr, uid, [ref("crm_case_1")])
|
||||
-
|
||||
I check cancelled lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_itisatelesalescampaign0'))
|
||||
lead = self.browse(cr, uid, ref('crm_case_1'))
|
||||
assert lead.stage_id.id == ref('crm.stage_lead7'), "Stage should be 'Dead' and is %s." % (lead.stage_id.name)
|
||||
assert lead.state == 'cancel', "Opportunity is not in 'cancel' state."
|
||||
assert lead.probability == 0.0, 'Opportunity probability is wrong and should be 0.0.'
|
||||
|
@ -15,31 +15,31 @@
|
|||
I reset cancelled lead into unqualified lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_reset(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
self.case_reset(cr, uid, [ref("crm_case_1")])
|
||||
-
|
||||
I check unqualified lead after reset.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in draft state}:
|
||||
!assert {model: crm.lead, id: crm.crm_case_1, string: Lead is in draft state}:
|
||||
- state == "draft"
|
||||
-
|
||||
I re-open the lead
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
self.case_open(cr, uid, [ref("crm_case_1")])
|
||||
-
|
||||
I check stage and state of the re-opened lead
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm.crm_case_itisatelesalescampaign0'))
|
||||
lead = self.browse(cr, uid, ref('crm.crm_case_1'))
|
||||
assert lead.stage_id.id == ref('crm.stage_lead2'), "Opportunity stage should be 'Qualification'."
|
||||
assert lead.state == 'open', "Opportunity should be in 'open' state."
|
||||
-
|
||||
I escalate the lead to parent team.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_escalate(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
self.case_escalate(cr, uid, [ref("crm_case_1")])
|
||||
-
|
||||
I check the lead is correctly escalated to the parent team.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Escalate lead to parent team}:
|
||||
!assert {model: crm.lead, id: crm.crm_case_1, string: Escalate lead to parent team}:
|
||||
- section_id.name == "Sales Department"
|
||||
|
|
|
@ -4,30 +4,30 @@
|
|||
I open customer lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
self.case_open(cr, uid, [ref("crm_case_4")])
|
||||
-
|
||||
I check lead state is "Open".
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
|
||||
!assert {model: crm.lead, id: crm.crm_case_4, string: Lead in open state}:
|
||||
- state == "open"
|
||||
-
|
||||
I create partner from lead.
|
||||
-
|
||||
!record {model: crm.lead2partner, id: crm_lead2partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_qrecorp0")]}'}:
|
||||
!record {model: crm.lead2partner, id: crm_lead2partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
|
||||
-
|
||||
!python {model: crm.lead2partner}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_qrecorp0')], 'active_id': ref('crm_case_qrecorp0')})
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')], 'active_id': ref('crm_case_4')})
|
||||
self.make_partner(cr, uid ,[ref("crm_lead2partner_id1")], context=context)
|
||||
-
|
||||
I convert lead into opportunity for exiting customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_2"))
|
||||
self.convert_opportunity(cr, uid ,[ref("crm_case_4")], ref("base.res_partner_2"))
|
||||
-
|
||||
I check details of converted opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
lead = self.browse(cr, uid, ref('crm_case_4'))
|
||||
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner missmatch!'
|
||||
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
|
||||
|
@ -36,7 +36,7 @@
|
|||
-
|
||||
!python {model: crm.opportunity2phonecall}: |
|
||||
import time
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_qrecorp0')]})
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')]})
|
||||
call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
|
||||
'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
|
||||
self.action_schedule(cr, uid, [call_id], context=context)
|
||||
|
@ -44,28 +44,28 @@
|
|||
I check that phonecall is scheduled for that opportunity.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_qrecorp0'))])
|
||||
ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_4'))])
|
||||
assert len(ids), 'phonecall is not scheduled'
|
||||
-
|
||||
Now I schedule meeting with customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.action_makeMeeting(cr, uid, [ref('crm_case_qrecorp0')])
|
||||
self.action_makeMeeting(cr, uid, [ref('crm_case_4')])
|
||||
-
|
||||
After communicated with customer, I put some notes with contract details.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.message_append_note(cr, uid, [ref('crm_case_qrecorp0')], subject='Test note', body='ces détails envoyés par le client sur le FAX pour la qualité')
|
||||
self.message_append_note(cr, uid, [ref('crm_case_4')], subject='Test note', body='ces détails envoyés par le client sur le FAX pour la qualité')
|
||||
-
|
||||
I win this opportunity
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_4")])
|
||||
-
|
||||
I check details of the opportunity after having won the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
lead = self.browse(cr, uid, ref('crm_case_4'))
|
||||
assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
|
||||
assert lead.state == 'done', "Opportunity is not in 'done' state!"
|
||||
assert lead.probability == 100.0, "Revenue probability should be 100.0!"
|
||||
|
@ -73,14 +73,14 @@
|
|||
I convert mass lead into opportunity customer.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner.mass}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], 'active_id': ref("crm_case_qrecorp0")})
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_11"), ref("crm_case_2")], 'active_id': ref("crm_case_4")})
|
||||
id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
|
||||
self.mass_convert(cr, uid, [id], context=context)
|
||||
-
|
||||
Now I check first lead converted on opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opp = self.browse(cr, uid, ref('crm_case_employee0'))
|
||||
opp = self.browse(cr, uid, ref('crm_case_11'))
|
||||
assert opp.name == "Need Info about Onsite Intervention", "Opportunity name not correct"
|
||||
assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert opp.partner_id.name == "Agrolait", 'Partner missmatch!'
|
||||
|
@ -89,7 +89,7 @@
|
|||
Then check for second lead converted on opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opp = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
|
||||
opp = self.browse(cr, uid, ref('crm_case_2'))
|
||||
assert opp.name == "Interest in Your New Product", "Opportunity name not correct"
|
||||
assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
|
||||
|
@ -97,12 +97,12 @@
|
|||
I loose the second opportunity
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_lost(cr, uid, [ref("crm_case_electonicgoodsdealer0")])
|
||||
self.case_mark_lost(cr, uid, [ref("crm_case_2")])
|
||||
-
|
||||
I check details of the opportunity after the loose
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
|
||||
lead = self.browse(cr, uid, ref('crm_case_2'))
|
||||
assert lead.stage_id.id == ref('crm.stage_lead8'), "Opportunity stage should be 'Lost'."
|
||||
assert lead.state == 'cancel', "Lost opportunity is not in 'cancel' state!"
|
||||
assert lead.probability == 0.0, "Revenue probability should be 0.0!"
|
||||
|
|
|
@ -1,7 +1,7 @@
|
|||
-
|
||||
I create lead record to call of partner onchange, stage onchange and Mailing opt-in onchange method.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_case_shelvehouse}:
|
||||
!record {model: crm.lead, id: crm_case_25}:
|
||||
name: 'Need more info about your pc2'
|
||||
partner_id: base.res_partner_2
|
||||
type: opportunity
|
||||
|
@ -10,7 +10,7 @@
|
|||
-
|
||||
I create lead record to call Mailing opt-out onchange method.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_case_mediapoleunits0}:
|
||||
!record {model: crm.lead, id: crm_case_18}:
|
||||
name: 'Need 20 Days of Consultancy'
|
||||
type: opportunity
|
||||
state: draft
|
||||
|
@ -25,4 +25,4 @@
|
|||
I setting next stage "New" for the lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.stage_next(cr, uid, [ref("crm_case_qrecorp0")], context={'stage_type': 'lead'})
|
||||
self.stage_next(cr, uid, [ref("crm_case_4")], context={'stage_type': 'lead'})
|
||||
|
|
|
@ -2,4 +2,4 @@
|
|||
I Unlink the Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.unlink(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
self.unlink(cr, uid, [ref("crm_case_4")])
|
||||
|
|
|
@ -2,4 +2,4 @@
|
|||
I make duplicate the Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.copy(cr, uid, ref("crm_case_qrecorp0"))
|
||||
self.copy(cr, uid, ref("crm_case_4"))
|
||||
|
|
|
@ -16,12 +16,12 @@
|
|||
I assign nearest partner to opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.assign_partner(cr, uid, [ref('crm.crm_case_abcfuelcounits0')], context=context)
|
||||
self.assign_partner(cr, uid, [ref('crm.crm_case_19')], context=context)
|
||||
-
|
||||
I check assigned partner of opportunity who is nearest Geo Latitude and Longitude of opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm.crm_case_abcfuelcounits0'))
|
||||
lead = self.browse(cr, uid, ref('crm.crm_case_19'))
|
||||
assert lead.partner_assigned_id.id == ref('base.res_partner_15') , "Opportuniy is not assigned nearest partner"
|
||||
assert 50 < lead.partner_latitude < 55 , "Latitude is wrong"
|
||||
assert -5 < lead.partner_longitude < 0, "Longitude is wrong"
|
||||
|
@ -29,7 +29,7 @@
|
|||
I forward this opportunity to its nearest partner.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_id': ref('crm.crm_case_abcfuelcounits0'), 'active_ids': [ref('crm.crm_case_abcfuelcounits0')]})
|
||||
context.update({'active_model': 'crm.lead', 'active_id': ref('crm.crm_case_19'), 'active_ids': [ref('crm.crm_case_19')]})
|
||||
forward_id = self.create(cr, uid, {'email_from': 'test@openerp.com', 'send_to': 'partner'}, context=context)
|
||||
try:
|
||||
self.action_forward(cr, uid, [forward_id], context=context)
|
||||
|
|
|
@ -3,13 +3,13 @@
|
|||
<data>
|
||||
|
||||
<record id="project.project_task_188" model="project.task">
|
||||
<field name="lead_id" ref="crm.crm_case_fabiendupont"/>
|
||||
<field name="lead_id" ref="crm.crm_case_24"/>
|
||||
</record>
|
||||
<record id="project.project_task_186" model="project.task">
|
||||
<field name="lead_id" ref="crm.crm_case_fabiendupont"/>
|
||||
<field name="lead_id" ref="crm.crm_case_24"/>
|
||||
</record>
|
||||
<record id="project.project_task_184" model="project.task">
|
||||
<field name="lead_id" ref="crm.crm_case_dirtminingltdunits25"/>
|
||||
<field name="lead_id" ref="crm.crm_case_20"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
|
|
|
@ -19,12 +19,12 @@
|
|||
-
|
||||
!python {model: crm.make.sale}: |
|
||||
crm_lead = self.pool.get('crm.lead')
|
||||
crm = crm_lead.browse(cr, uid, ref("crm.crm_case_construstazunits0"))
|
||||
crm = crm_lead.browse(cr, uid, ref("crm.crm_case_13"))
|
||||
self.makeOrder(cr, uid, [ref("crm_make_sale_0")], {"active_ids": [crm.id],
|
||||
"active_id": crm.id})
|
||||
-
|
||||
I check that reference number of "Quotation" in opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
crm = self.browse(cr, uid, ref("crm.crm_case_construstazunits0"))
|
||||
crm = self.browse(cr, uid, ref("crm.crm_case_13"))
|
||||
assert crm.ref, "Quotation has not been created."
|
||||
|
|
Loading…
Reference in New Issue