91 lines
2.9 KiB
YAML
91 lines
2.9 KiB
YAML
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In order to test the changes on stage of a lead or an opportunity with OpenERP,
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I create some leads and test the stage changes.
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I want to change the probability to 0.0 when the opportunity is marked as lost.
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So I set its Change probability automatically true.
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!record {model: crm.case.stage, id: crm.stage_opportunity6}:
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name: Lost
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on_change: true
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probability: 0.0
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section_ids:
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- crm.section_sales_department
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sequence: 0.0
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type: opportunity
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I create a lead 'OpenERP Presentation'.
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!record {model: crm.lead, id: crm_lead_openerppresentation0}:
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categ_id: crm.categ_oppor4
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day_close: 0.0
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day_open: 0.0
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name: OpenERP Presentation
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planned_revenue: 0.0
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probability: 0.0
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section_id: crm.section_sales_department
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I open the lead.
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref('crm_lead_openerppresentation0')])
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I find that this lead can be converted to opportunity.
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!record {model: crm.lead2opportunity, id: crm_lead2opportunity0}:
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name: OpenERP Presentation
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probability: 60.0
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planned_revenue: 45000.0
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So I convert the lead to opportunity.
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!python {model: crm.lead2opportunity}: |
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self.action_apply(cr, uid, [ref('crm_lead2opportunity0')], context={'active_id': ref('crm_lead_openerppresentation0')})
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I check that lead is now converted to opportunity.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_lead_openerppresentation0'))
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assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
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I mark this opportunity as lost.
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!python {model: crm.lead}: |
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self.case_mark_lost(cr, uid, [ref('crm_lead_openerppresentation0')])
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Now I check whether the probability is set according to stage change or not.
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!python {model: crm.lead}: |
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opportunity = self.browse(cr, uid, ref('crm_lead_openerppresentation0'))
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assert opportunity.stage_id.id == ref('crm.stage_opportunity6'), 'Stage is not changed!'
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assert opportunity.probability == 0.0, 'Probability is wrong!'
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I create one more opportunity.
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!record {model: crm.lead, id: crm_lead_partnerdemo0}:
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categ_id: crm.categ_oppor3
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day_close: 0.0
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day_open: 0.0
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name: Partner Demo
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planned_revenue: 50000.0
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probability: 70.0
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section_id: crm.section_sales_department
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type: opportunity
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I open this opportunity.
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref('crm_lead_partnerdemo0')])
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I mark this opportunity as won.
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!python {model: crm.lead}: |
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self.case_close(cr, uid, [ref('crm_lead_partnerdemo0')])
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I check whether the stage is changed to 'Won' and probability is 100.0 or not.
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!python {model: crm.lead}: |
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opportunity = self.browse(cr, uid, ref('crm_lead_partnerdemo0'))
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assert opportunity.stage_id.id == ref('crm.stage_opportunity5'), 'Stage is not changed!'
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assert opportunity.probability == 100.0, 'Probability is wrong!'
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