129 lines
5.9 KiB
YAML
129 lines
5.9 KiB
YAML
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During a mixed merge (involving leads and opps), data should be handled a certain way following their type (m2o, m2m, text, ...) Start by creating two leads and an opp and giving the rights of Sales manager.
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!context
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uid: 'crm_res_users_salesmanager'
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!record {model: crm.lead, id: test_crm_opp_1}:
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type: 'opportunity'
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name: 'Test opportunity 1'
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partner_id: base.res_partner_5
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stage_id: stage_lead1
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description: This is the description of the test opp 1.
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!record {model: crm.lead, id: test_crm_lead_first}:
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type: 'lead'
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name: 'Test lead first'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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description: This is the description of the test lead first.
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!record {model: crm.lead, id: test_crm_lead_second}:
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type: 'lead'
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name: 'Test lead second'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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description: This is the description of the test lead second.
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!python {model: crm.lead}: |
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lead_ids = [ref('test_crm_opp_1'), ref('test_crm_lead_first'), ref('test_crm_lead_second')]
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context.update({'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': lead_ids[0]})
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I create a merge wizard and merge the leads and opp together in the first item of the list.
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!record {model: crm.merge.opportunity, id: merge_opp_wizard_01}:
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!python {model: crm.merge.opportunity}: |
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self.action_merge(cr, uid, [ref("merge_opp_wizard_01")], context=context)
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I check for the resulting merged opp (based on name and partner).
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!python {model: crm.lead}: |
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merge_id = self.search(cr, uid, [('name', '=', 'Test opportunity 1'), ('partner_id','=', ref("base.res_partner_5"))])
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assert merge_id, 'Fail to create merge opportunity wizard'
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merge_result = self.browse(cr, uid, merge_id)[0]
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assert merge_result.description == 'This is the description of the test opp 1.\n\nThis is the description of the test lead first.\n\nThis is the description of the test lead second.', 'Description mismatch: when merging leads/opps with different text values, these values should get concatenated and separated with line returns'
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assert merge_result.type == 'opportunity', 'Type mismatch: when at least one opp in involved in the merge, the result should be a new opp (instead of %s)' % merge_result.type
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The other (tailing) leads/opps shouldn't exist anymore.
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!python {model: crm.lead}: |
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tailing_lead = self.search(cr, uid, [('id', '=', ref('test_crm_lead_first'))])
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assert not tailing_lead, 'This tailing lead (id %s) should not exist anymore' % ref('test_crm_lead_second')
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tailing_opp = self.search(cr, uid, [('id', '=', ref('test_crm_lead_second'))])
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assert not tailing_opp, 'This tailing opp (id %s) should not exist anymore' % ref('test_crm_opp_01')
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I want to test leads merge. Start by creating two leads (with the same partner).
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!record {model: crm.lead, id: test_crm_lead_03}:
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type: 'lead'
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name: 'Test lead 3'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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!record {model: crm.lead, id: test_crm_lead_04}:
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type: 'lead'
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name: 'Test lead 4'
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partner_id: base.res_partner_1
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stage_id: stage_lead1
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!python {model: crm.lead}: |
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lead_ids = [ref('test_crm_lead_03'), ref('test_crm_lead_04')]
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context.update({'active_model': 'crm.lead', 'active_ids': lead_ids, 'active_id': lead_ids[0]})
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I create a merge wizard and merge the leads together.
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!record {model: crm.merge.opportunity, id: merge_opp_wizard_02}:
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!python {model: crm.merge.opportunity}: |
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self.action_merge(cr, uid, [ref("merge_opp_wizard_02")], context=context)
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I check for the resulting merged lead (based on name and partner).
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!python {model: crm.lead}: |
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merge_id = self.search(cr, uid, [('name', '=', 'Test lead 3'), ('partner_id','=', ref("base.res_partner_1"))])
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assert merge_id, 'Fail to create merge opportunity wizard'
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merge_result = self.browse(cr, uid, merge_id)[0]
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assert merge_result.partner_id.id == ref("base.res_partner_1"), 'Partner mismatch'
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assert merge_result.type == 'lead', 'Type mismatch: when leads get merged together, the result should be a new lead (instead of %s)' % merge_result.type
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tailing_lead = self.search(cr, uid, [('id', '=', ref('test_crm_lead_04'))])
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assert not tailing_lead, 'This tailing lead (id %s) should not exist anymore' % ref('test_crm_lead_04')
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I want to test opps merge. Start by creating two opportunities (with the same partner).
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!record {model: crm.lead, id: test_crm_opp_02}:
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type: 'opportunity'
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name: 'Test opportunity 2'
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partner_id: base.res_partner_5
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stage_id: stage_lead1
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!record {model: crm.lead, id: test_crm_opp_03}:
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type: 'opportunity'
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name: 'Test opportunity 3'
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partner_id: base.res_partner_5
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stage_id: stage_lead1
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!python {model: crm.lead}: |
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opp_ids = [ref('test_crm_opp_02'), ref('test_crm_opp_03')]
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context.update({'active_model': 'crm.lead', 'active_ids': opp_ids, 'active_id': opp_ids[0]})
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I create a merge wizard and merge the opps together.
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!record {model: crm.merge.opportunity, id: merge_opp_wizard_03}:
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!python {model: crm.merge.opportunity}: |
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self.action_merge(cr, uid, [ref("merge_opp_wizard_03")], context=context)
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I check for the resulting merged opp (based on name and partner).
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!python {model: crm.lead}: |
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merge_id = self.search(cr, uid, [('name', '=', 'Test opportunity 2'), ('partner_id','=', ref("base.res_partner_5"))])
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assert merge_id, 'Fail to create merge opportunity wizard'
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merge_result = self.browse(cr, uid, merge_id)[0]
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assert merge_result.partner_id.id == ref("base.res_partner_5"), 'Partner mismatch'
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assert merge_result.type == 'opportunity', 'Type mismatch: when opps get merged together, the result should be a new opp (instead of %s)' % merge_result.type
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tailing_opp = self.search(cr, uid, [('id', '=', ref('test_crm_opp_03'))])
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assert not tailing_opp, 'This tailing opp (id %s) should not exist anymore' % ref('test_crm_opp_03')
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