[IMP] add yml file & improve code in crm
bzr revid: fka@tinyerp.com-20130220045734-auwnnd55vpimt3ep
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3e01083a1b
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@ -103,6 +103,7 @@ Dashboard for CRM will include:
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'crm_action_rule_demo.xml',
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],
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'test': [
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'test/ui/crm_access_group_users.yml',
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'test/process/communication_with_customer.yml',
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'test/process/lead2opportunity2win.yml',
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'test/process/lead2opportunity_assign_salesmen.yml',
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@ -29,6 +29,7 @@ access_calendar_attendee_crm_manager,calendar.attendee.crm.manager,model_calenda
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access_res_partner,res.partner.crm.user,base.model_res_partner,base.group_sale_salesman,1,1,1,0
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access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,base.group_sale_salesman,1,1,1,0
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mail_mailgate_thread,mail.thread,mail.model_mail_thread,base.group_sale_salesman,1,1,1,1
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access_mail_message,mail.message,mail.model_mail_message,base.group_sale_salesman,1,1,1,0
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access_crm_case_categ_manager,crm.case.categ manager,model_crm_case_categ,base.group_sale_manager,1,1,1,1
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access_base_action_rule_manager,base.action.rule manager,base_action_rule.model_base_action_rule,base.group_sale_manager,1,1,1,1
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access_crm_lead_report_user,crm.lead.report user,model_crm_lead_report,base.group_sale_salesman,1,1,1,1
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@ -1,3 +1,8 @@
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-
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Now, check the data with Salesman.
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-
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!context
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uid: 'crm_res_users_salesman'
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-
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In order to test the conversion of a lead into a opportunity,
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-
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@ -1,5 +1,30 @@
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-
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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).
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-
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!record {model: res.users, id: test_res_user_01}:
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name: 'Test user A'
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login: 'tua'
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new_password: 'tua'
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-
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!record {model: res.users, id: test_res_user_02}:
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name: 'Test user B'
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login: 'tub'
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new_password: 'tub'
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-
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!record {model: res.users, id: test_res_user_03}:
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name: 'Test user C'
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login: 'tuc'
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new_password: 'tuc'
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-
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!record {model: res.users, id: test_res_user_04}:
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name: 'Test user D'
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login: 'tud'
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new_password: 'tud'
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-
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Now, check the data with Salesman.
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-
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!context
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uid: 'crm_res_users_salesman'
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-
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!record {model: crm.lead, id: test_crm_lead_01}:
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type: 'lead'
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@ -36,26 +61,6 @@
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name: 'Test lead 6'
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partner_name: 'Agrolait SuperSeed SA'
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stage_id: stage_lead1
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-
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!record {model: res.users, id: test_res_user_01}:
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name: 'Test user A'
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login: 'tua'
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new_password: 'tua'
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-
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!record {model: res.users, id: test_res_user_02}:
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name: 'Test user B'
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login: 'tub'
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new_password: 'tub'
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-
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!record {model: res.users, id: test_res_user_03}:
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name: 'Test user C'
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login: 'tuc'
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new_password: 'tuc'
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-
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!record {model: res.users, id: test_res_user_04}:
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name: 'Test user D'
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login: 'tud'
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new_password: 'tud'
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-
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I create a mass convert wizard and convert all the leads.
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-
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@ -1,4 +1,3 @@
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-
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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.
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-
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@ -1,3 +1,8 @@
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-
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Now, check the data with Salesman.
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-
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!context
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uid: 'crm_res_users_salesman'
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-
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I schedule a phone call with a customer.
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-
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@ -0,0 +1,20 @@
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-
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Create a user as 'Salesmanager'
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-
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!record {model: res.users, id: crm_res_users_salesmanager}:
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company_id: base.main_company
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name: Sales manager
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login: csm
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password: csm
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groups_id:
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- base.group_sale_manager
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-
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Create a user as 'Salesman'
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-
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!record {model: res.users, id: crm_res_users_salesman}:
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company_id: base.main_company
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name: Salesman
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login: csu
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password: csu
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groups_id:
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- base.group_sale_salesman_all_leads
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@ -7,12 +7,12 @@ access_mail_mail_system,mail.mail.system,model_mail_mail,base.group_system,1,1,1
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access_mail_followers_all,mail.followers.all,model_mail_followers,,1,0,0,0
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access_mail_followers_user,mail.followers.user,model_mail_followers,base.group_user,1,1,0,0
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access_mail_followers_system,mail.followers.system,model_mail_followers,base.group_system,1,1,1,1
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access_mail_notification_all,mail.notification.all,model_mail_notification,,1,0,0,0
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access_mail_notification_all,mail.notification.all,model_mail_notification,,1,0,1,0
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access_mail_notification_user,mail.notification.user,model_mail_notification,base.group_user,1,1,1,0
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access_mail_notification_system,mail.notification.system,model_mail_notification,base.group_system,1,1,1,1
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access_mail_group_all,mail.group.all,model_mail_group,,1,0,0,0
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access_mail_group_user,mail.group.user,model_mail_group,base.group_user,1,1,1,1
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access_mail_alias_all,mail.alias.all,model_mail_alias,,1,0,0,0
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access_mail_alias_all,mail.alias.all,model_mail_alias,,1,0,1,0
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access_mail_alias_user,mail.alias.user,model_mail_alias,base.group_user,1,1,1,0
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access_mail_alias_system,mail.alias.system,model_mail_alias,base.group_system,1,1,1,1
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access_mail_message_subtype_all,mail.message.subtype.all,model_mail_message_subtype,,1,0,0,0
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