113 lines
4.8 KiB
YAML
113 lines
4.8 KiB
YAML
-
|
||
Giving access rights of salesman to convert the lead into opportunity.
|
||
-
|
||
!context
|
||
uid: 'crm_res_users_salesman'
|
||
-
|
||
In order to test the conversion of a lead into a opportunity,
|
||
-
|
||
I set lead to open stage.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
self.write(cr, uid, [ref("crm_case_3")],{'stage_id':ref("stage_lead1")})
|
||
-
|
||
I check if the lead stage is "Open".
|
||
-
|
||
!assert {model: crm.lead, id: crm.crm_case_3, string: Lead stage is Open}:
|
||
- stage_id.sequence == 1
|
||
-
|
||
I convert lead into opportunity for exiting customer.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
self.convert_opportunity(cr, uid ,[ref("crm_case_3")], ref("base.res_partner_2"))
|
||
-
|
||
I check details of converted opportunity.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
lead = self.browse(cr, uid, ref('crm_case_3'))
|
||
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||
assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
|
||
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
|
||
-
|
||
Now I begin communication and schedule a phone call with the customer.
|
||
-
|
||
!python {model: crm.phonecall2phonecall}: |
|
||
import time
|
||
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_3')],'active_id': ref('crm_case_3')})
|
||
call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
|
||
'name': "Bonjour M. Jean, Comment allez-vous? J'ai bien reçu votre demande, pourrions-nous en parler quelques minutes?"}, context=context)
|
||
self.action_schedule(cr, uid, [call_id], context=context)
|
||
-
|
||
Now I schedule meeting with customer.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
self.action_schedule_meeting(cr, uid, [ref('crm_case_3')])
|
||
-
|
||
After communicated with customer, I put some notes with contract details.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
self.message_post(cr, uid, [ref('crm_case_3')], subject='Test note', body='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_3")])
|
||
-
|
||
I check details of the opportunity after having won the opportunity.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
lead = self.browse(cr, uid, ref('crm_case_3'))
|
||
assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
|
||
assert lead.stage_id.probability == 100.0, "Opportunity is not 'done'"
|
||
assert lead.probability == 100.0, "Revenue probability should be 100.0!"
|
||
-
|
||
I convert mass lead into opportunity customer.
|
||
-
|
||
!python {model: crm.lead2opportunity.partner.mass}: |
|
||
context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")})
|
||
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('sales_team.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_13'))
|
||
assert opp.name == "Plan to buy 60 keyboards and mouses", "Opportunity name not correct"
|
||
assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||
expected_partner = "Will McEncroe"
|
||
assert opp.partner_id.name == expected_partner, 'Partner mismatch! %s vs %s' % (opp.partner_id.name, expected_partner)
|
||
assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
|
||
-
|
||
Then check for second lead converted on opportunity.
|
||
-
|
||
!python {model: crm.lead}: |
|
||
opp = self.browse(cr, uid, ref('crm_case_2'))
|
||
assert opp.name == "Interest in Your New Software", "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!'
|
||
-
|
||
I loose the second opportunity
|
||
-
|
||
!python {model: crm.lead}: |
|
||
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_2'))
|
||
assert lead.stage_id.id == ref('crm.stage_lead7'), "Opportunity stage should be 'Lost'."
|
||
assert lead.stage_id.sequence != 1 and lead.stage_id.probability == 0.0, "Lost opportunity is not in 'cancel' state!"
|
||
assert lead.probability == 0.0, "Revenue probability should be 0.0!"
|
||
-
|
||
I confirm review needs meeting.
|
||
-
|
||
!python {model: calendar.event}: |
|
||
context.update({'active_model': 'calendar.event'})
|
||
self.write(cr, uid, [ref('calendar.calendar_event_4')], {'state': 'open'})
|
||
-
|
||
I invite a user for meeting.
|
||
-
|
||
!python {model: calendar.attendee}: |
|
||
meeting_id = self.create(cr, uid, {'partner_id': ref('base.partner_root'), 'email': 'user@meeting.com' })
|
||
self.do_accept(cr, uid, [meeting_id])
|