94 lines
3.5 KiB
YAML
94 lines
3.5 KiB
YAML
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I start by creating a new phonecall.
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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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Now , I select partner by click on "Create a Partner" button.
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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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Now, click on "Continue" button of this wizard.
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!python {model: crm.phonecall2partner}: |
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self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
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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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!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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Now, I click on "Convert" button of this wizard.
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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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I can see that a business opportunity is now assigned to this phonecall
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!assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
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- opportunity_id != False
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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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!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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I schedule Meeting on this current phonecall by clicking on "schedule
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Meeting"
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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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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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!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+1)"
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date_deadline: !eval "'%s-%s-%s 17:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day+1)"
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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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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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!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+1)"
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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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categ_id: crm.categ_phone1
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I click on "Schedule" button of this wizard.
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!python {model: crm.phonecall2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
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