69 lines
2.2 KiB
YAML
69 lines
2.2 KiB
YAML
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I check segmentation which allows users to perform segmentation within partners.
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I create a crm profiling question record.
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!record {model: crm_profiling.question, id: crm_profiling_question_openerppartner0}:
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answers_ids:
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- name: 'no'
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name: OpenERP partner?
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I create a crm profiling answer record.
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!record {model: crm_profiling.answer, id: crm_profiling_answer_openerppartner0}:
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name: 'yes'
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question_id: crm_profiling_question_openerppartner0
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I create Partner category Customers.
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!record {model: res.partner.category, id: res_partner_category_customers0}:
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name: Customers
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I'm creating new partner "John" with his email "info@mycustomer.com".
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!record {model: res.partner, id: res_partner_john0}:
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city: Bruxelles
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country_id: base.be
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street: Rue des Palais 51, bte 33
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type: default
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zip: '1000'
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email: 'info@mycustomer.com'
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name: John
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category_id:
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- res_partner_category_customers0
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Define the answers and category to partner.
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!python {model: res.partner}: |
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data ={'form': {'questionnaire_name': ref('res_partner_john0')}, 'ids': [ref('res_partner_john0')], 'report_type': 'pdf', 'model': 'res.partner', 'id': ref('res_partner_john0')}
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context['active_id'] = ref('res_partner_john0')
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self._questionnaire_compute(cr, uid, [ref('crm_profiling_answer_openerppartner0')], context)
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I start by creating new Questionnaire.
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!record {model: crm_profiling.questionnaire, id: crm_profiling_questionnaire_basequestionnaire0}:
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description: First questionnaire.
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name: Base questionnaire
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questions_ids:
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- crm_profiling.activity_sector
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- crm_profiling.nb_employees
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- crm_profiling.partner_level
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I create a segmentation record.
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!record {model: crm.segmentation, id: crm_segmentation_test1}:
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answer_yes:
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- crm_profiling_answer_openerppartner0
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categ_id: res_partner_category_customers0
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name: test
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parent_id: crm_profiling.crm_segmentation0
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profiling_active: true
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som_interval: 0.0
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I continue the process of segmentation.
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!python {model: crm.segmentation}: |
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self.process_continue(cr, uid, [ref('crm_segmentation_test1')], start=False)
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