185 lines
6.2 KiB
YAML
185 lines
6.2 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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I check installer report.
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!record {model: base.setup.installer , id: base_action_rule_0_1}:
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name: Test_action
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I create the view at the time of setup.
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!python {model: base.setup.installer}: |
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self.fields_view_get(cr, uid,view_id=None, view_type='form', context=None, toolbar=False, submenu=False)
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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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partner_id: base.res_partner_9
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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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fields={
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'day_open': 0.0,
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'day_close': 0.0
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}
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self._compute_day(cr, uid, [ref("crm_lead_newcustomer0")], fields, context)
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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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I search id for case object.
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!python {model: crm.case.categ}: |
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self._find_object_id(cr, uid, context)
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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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I 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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I select "Link to an existing partner" option in this wizard.
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_1}:
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action: 'exist'
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name: 'existing partner'
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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_1")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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I select "Do not link to a partner" option in this wizard.
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_2}:
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action: 'nothing'
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name: 'Do not link to a partner'
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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_2")], {'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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I create mass report of lead to opprtunity partner.
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!record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
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user_ids:
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- base.user_root
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section_id: crm.section_sales_department
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Then, execute that mass wizard.
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!python {model: crm.lead2opportunity.partner.mass}: |
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self.mass_convert(cr, uid, [ref("crm_lead2opportunity_partner_mass0")],{'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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I create notes.
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!record {model: crm.add.note, id: crm_add_note0}:
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{}
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Then, try to add notes.
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!python {model: crm.add.note}: |
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try:
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context.update({'active_model': "crm.lead"})
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model = ref("crm_lead_newcustomer0") or False
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self.action_add(cr, uid, [ref("crm_add_note0")],context)
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except:
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pass
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I close lead by click on "close" button.
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!python {model: crm.lead}: |
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self.case_close(cr, uid, [ref("crm_lead_newcustomer0")])
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I check that lead is now in 'done' state.
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in done state}:
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- state == "done"
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I cancel lead by click on "cancel" button.
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!python {model: crm.lead}: |
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self.case_cancel(cr, uid, [ref("crm_lead_newcustomer0")])
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I check that lead is now in 'cancel' state.
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in cancel state}:
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- state == "cancel"
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#-
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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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