93 lines
3.1 KiB
YAML
93 lines
3.1 KiB
YAML
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In order to test the CRM in OpenERP,
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I will do a customer qualification process that
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starts with a fist contact with a customer (a lead), which will be converted to a
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business opportunity and a partner.
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In order to test the flow, I create a two new users "user_crm" and
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I assign the group "salesman".
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!record {model: res.users, id: res_users_usercrm0}:
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company_id: base.main_company
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context_lang: en_US
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context_section_id: crm.section_sales_department
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groups_id:
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- base.group_sale_salesman
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login: user_crm
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name: user_crm
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password: user_crm
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I start by creating a new lead "New Customer" and I provide an address to this
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new customer, as well as an email "info@mycustomer.com".
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!record {model: crm.lead, id: crm_lead_newcustomer0}:
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email_from: info@mycustomer.com
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name: New Customer
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partner_name: Capegemini
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phone: (855) 924-4364
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mobile: (333) 715-1450
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section_id: crm.section_sales_department
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referred: False
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I check that the lead is in 'draft' state,
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
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- state == "draft"
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I open lead by click on "Open" button,
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
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I check that lead is now in 'open' state.
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
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- state == "open"
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As the lead seems to be a real business opportunity, I will convert it to a
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partner
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and a business opportunity by clicking on the "Convert" button.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
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action = self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
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assert action['res_model'] == 'crm.lead2opportunity.partner'
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Now, select "create a new partner" option in this wizard.
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
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action: 'create'
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name: 'convert'
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Then, Click on "Create Opportunity" button of this wizard.
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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In order to check the opportunity is created or not, I check type.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
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assert lead.type == 'opportunity'
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#-
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# yaml is also not working with smtp server and send new email.
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I configure with smtp server.
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And I communicate with lead through send New mail to Lead using its email address from the user who is logged in.
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I check that communication history generated when send email to lead.
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Then, I add a cc which receive copy of future communication between partner and users by mail.
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I Reply to last Email to lead with some document attached.and check that communication history generated or not.
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