[IMP] add yml file & improve code in crm

bzr revid: fka@tinyerp.com-20130220045734-auwnnd55vpimt3ep
This commit is contained in:
Foram Katharotiya (OpenERP) 2013-02-20 10:27:34 +05:30
parent 3e01083a1b
commit fad27029fa
8 changed files with 59 additions and 23 deletions

View File

@ -103,6 +103,7 @@ Dashboard for CRM will include:
'crm_action_rule_demo.xml',
],
'test': [
'test/ui/crm_access_group_users.yml',
'test/process/communication_with_customer.yml',
'test/process/lead2opportunity2win.yml',
'test/process/lead2opportunity_assign_salesmen.yml',

View File

@ -29,6 +29,7 @@ access_calendar_attendee_crm_manager,calendar.attendee.crm.manager,model_calenda
access_res_partner,res.partner.crm.user,base.model_res_partner,base.group_sale_salesman,1,1,1,0
access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,base.group_sale_salesman,1,1,1,0
mail_mailgate_thread,mail.thread,mail.model_mail_thread,base.group_sale_salesman,1,1,1,1
access_mail_message,mail.message,mail.model_mail_message,base.group_sale_salesman,1,1,1,0
access_crm_case_categ_manager,crm.case.categ manager,model_crm_case_categ,base.group_sale_manager,1,1,1,1
access_base_action_rule_manager,base.action.rule manager,base_action_rule.model_base_action_rule,base.group_sale_manager,1,1,1,1
access_crm_lead_report_user,crm.lead.report user,model_crm_lead_report,base.group_sale_salesman,1,1,1,1

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
29 access_res_partner res.partner.crm.user base.model_res_partner base.group_sale_salesman 1 1 1 0
30 access_res_partner_category res.partner.category.crm.user base.model_res_partner_category base.group_sale_salesman 1 1 1 0
31 mail_mailgate_thread mail.thread mail.model_mail_thread base.group_sale_salesman 1 1 1 1
32 access_mail_message mail.message mail.model_mail_message base.group_sale_salesman 1 1 1 0
33 access_crm_case_categ_manager crm.case.categ manager model_crm_case_categ base.group_sale_manager 1 1 1 1
34 access_base_action_rule_manager base.action.rule manager base_action_rule.model_base_action_rule base.group_sale_manager 1 1 1 1
35 access_crm_lead_report_user crm.lead.report user model_crm_lead_report base.group_sale_salesman 1 1 1 1

View File

@ -1,3 +1,8 @@
-
Now, check the data with Salesman.
-
!context
uid: 'crm_res_users_salesman'
-
In order to test the conversion of a lead into a opportunity,
-

View File

@ -1,5 +1,30 @@
-
During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method. Start by creating 6 leads (1 to 6) and 4 salesmen (A to D).
-
!record {model: res.users, id: test_res_user_01}:
name: 'Test user A'
login: 'tua'
new_password: 'tua'
-
!record {model: res.users, id: test_res_user_02}:
name: 'Test user B'
login: 'tub'
new_password: 'tub'
-
!record {model: res.users, id: test_res_user_03}:
name: 'Test user C'
login: 'tuc'
new_password: 'tuc'
-
!record {model: res.users, id: test_res_user_04}:
name: 'Test user D'
login: 'tud'
new_password: 'tud'
-
Now, check the data with Salesman.
-
!context
uid: 'crm_res_users_salesman'
-
!record {model: crm.lead, id: test_crm_lead_01}:
type: 'lead'
@ -36,26 +61,6 @@
name: 'Test lead 6'
partner_name: 'Agrolait SuperSeed SA'
stage_id: stage_lead1
-
!record {model: res.users, id: test_res_user_01}:
name: 'Test user A'
login: 'tua'
new_password: 'tua'
-
!record {model: res.users, id: test_res_user_02}:
name: 'Test user B'
login: 'tub'
new_password: 'tub'
-
!record {model: res.users, id: test_res_user_03}:
name: 'Test user C'
login: 'tuc'
new_password: 'tuc'
-
!record {model: res.users, id: test_res_user_04}:
name: 'Test user D'
login: 'tud'
new_password: 'tud'
-
I create a mass convert wizard and convert all the leads.
-

View File

@ -1,4 +1,3 @@
-
During a mixed merge (involving leads and opps), data should be handled a certain way following their type (m2o, m2m, text, ...) Start by creating two leads and an opp.
-

View File

@ -1,3 +1,8 @@
-
Now, check the data with Salesman.
-
!context
uid: 'crm_res_users_salesman'
-
I schedule a phone call with a customer.
-

View File

@ -0,0 +1,20 @@
-
Create a user as 'Salesmanager'
-
!record {model: res.users, id: crm_res_users_salesmanager}:
company_id: base.main_company
name: Sales manager
login: csm
password: csm
groups_id:
- base.group_sale_manager
-
Create a user as 'Salesman'
-
!record {model: res.users, id: crm_res_users_salesman}:
company_id: base.main_company
name: Salesman
login: csu
password: csu
groups_id:
- base.group_sale_salesman_all_leads

View File

@ -7,12 +7,12 @@ access_mail_mail_system,mail.mail.system,model_mail_mail,base.group_system,1,1,1
access_mail_followers_all,mail.followers.all,model_mail_followers,,1,0,0,0
access_mail_followers_user,mail.followers.user,model_mail_followers,base.group_user,1,1,0,0
access_mail_followers_system,mail.followers.system,model_mail_followers,base.group_system,1,1,1,1
access_mail_notification_all,mail.notification.all,model_mail_notification,,1,0,0,0
access_mail_notification_all,mail.notification.all,model_mail_notification,,1,0,1,0
access_mail_notification_user,mail.notification.user,model_mail_notification,base.group_user,1,1,1,0
access_mail_notification_system,mail.notification.system,model_mail_notification,base.group_system,1,1,1,1
access_mail_group_all,mail.group.all,model_mail_group,,1,0,0,0
access_mail_group_user,mail.group.user,model_mail_group,base.group_user,1,1,1,1
access_mail_alias_all,mail.alias.all,model_mail_alias,,1,0,0,0
access_mail_alias_all,mail.alias.all,model_mail_alias,,1,0,1,0
access_mail_alias_user,mail.alias.user,model_mail_alias,base.group_user,1,1,1,0
access_mail_alias_system,mail.alias.system,model_mail_alias,base.group_system,1,1,1,1
access_mail_message_subtype_all,mail.message.subtype.all,model_mail_message_subtype,,1,0,0,0

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
7 access_mail_followers_all mail.followers.all model_mail_followers 1 0 0 0
8 access_mail_followers_user mail.followers.user model_mail_followers base.group_user 1 1 0 0
9 access_mail_followers_system mail.followers.system model_mail_followers base.group_system 1 1 1 1
10 access_mail_notification_all mail.notification.all model_mail_notification 1 0 0 1 0
11 access_mail_notification_user mail.notification.user model_mail_notification base.group_user 1 1 1 0
12 access_mail_notification_system mail.notification.system model_mail_notification base.group_system 1 1 1 1
13 access_mail_group_all mail.group.all model_mail_group 1 0 0 0
14 access_mail_group_user mail.group.user model_mail_group base.group_user 1 1 1 1
15 access_mail_alias_all mail.alias.all model_mail_alias 1 0 0 1 0
16 access_mail_alias_user mail.alias.user model_mail_alias base.group_user 1 1 1 0
17 access_mail_alias_system mail.alias.system model_mail_alias base.group_system 1 1 1 1
18 access_mail_message_subtype_all mail.message.subtype.all model_mail_message_subtype 1 0 0 0