82 lines
3.0 KiB
YAML
82 lines
3.0 KiB
YAML
- |
|
|
I start by creating a new Opportunity. And I select partner for opportunity.
|
|
I can see that after selecting partner his contact and email is automatically filled.
|
|
-
|
|
!record {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
|
|
email_from: info@balmerinc.be
|
|
name: 'ABC FUEL CO 829264 - 10002 units'
|
|
partner_address_id: base.res_partner_address_1
|
|
partner_id: base.res_partner_9
|
|
probability: 1.0
|
|
stage_id: crm.stage_lead1
|
|
categ_id: crm.categ_oppor2
|
|
section_id: crm.section_sales_department
|
|
|
|
- |
|
|
I check that the opportunity is in 'New' state.
|
|
-
|
|
!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
|
|
- state == "draft"
|
|
- |
|
|
I open opportunity by click on "Open" button,
|
|
-
|
|
!python {model: crm.lead}: |
|
|
self.case_open(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
|
|
|
|
- |
|
|
I schedule Meeting on this current opportunity by clicking on "schedule
|
|
Meeting".
|
|
-
|
|
!python {model: crm.lead}: |
|
|
self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
|
|
|
|
- |
|
|
I can see that Meeting's calendar view is shown.
|
|
then I click on the date on which I want to schedule meeting.
|
|
I fill proper data for that meeting and save it
|
|
-
|
|
!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
|
|
date: !eval time.strftime('%Y-%m-%d 00:00:00')
|
|
date_deadline: !eval time.strftime('%Y-%m-%d 08:00:00')
|
|
duration: 8.0
|
|
email_from: info@balmerinc.be
|
|
name: 'ABC FUEL CO 829264 - 10002 units'
|
|
opportunity_id: 'crm_opportunity_abcfuelcounits0'
|
|
partner_address_id: base.res_partner_address_1
|
|
partner_id: base.res_partner_9
|
|
section_id: crm.section_sales_department
|
|
state: open
|
|
- |
|
|
In order to schedule a phonecall to the partner
|
|
I click on "schedule call" button and select planned date for the call.
|
|
-
|
|
!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
|
|
date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
|
|
name: 'ABC FUEL CO 829264 - 10002 units'
|
|
section_id: crm.section_sales_department
|
|
user_id: base.user_demo
|
|
categ_id: crm.categ_phone1
|
|
- |
|
|
schedule phonecall by apply (action_apply)function of opportunity2phoncall wizard
|
|
-
|
|
!python {model: crm.opportunity2phonecall}: |
|
|
self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
|
|
- |
|
|
I check that phonecall record is created for that opportunity.
|
|
-
|
|
!python {model: crm.phonecall}: |
|
|
phone_obj = self.pool.get('crm.phonecall')
|
|
ids = phone_obj.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
|
|
assert len(ids)
|
|
- |
|
|
I can see phonecall record after click on "Schedule call" wizard.
|
|
-
|
|
!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
|
|
date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
|
|
duration: 3.0
|
|
name: 'ABC FUEL CO 829264 - 10002 units'
|
|
partner_address_id: base.res_partner_address_1
|
|
partner_id: base.res_partner_9
|
|
section_id: crm.section_sales_department
|
|
|