114 lines
4.1 KiB
YAML
114 lines
4.1 KiB
YAML
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I start by creating a new Opportunity. And I select partner for opportunity.
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I can see that after selecting partner his contact and email is automatically filled.
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!record {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
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email_from: info@balmerinc.be
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name: 'ABC FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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I check that the opportunity is in 'New' state.
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!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
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- state == "draft"
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I check that phonecall record is created for that opportunity.
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!python {model: crm.phonecall}: |
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phone_obj = self.pool.get('crm.phonecall')
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I schedule Meeting on this current opportunity by clicking on "schedule
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Meeting".
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!python {model: crm.lead}: |
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self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
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I can see that Meeting's calendar view is shown.
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then I click on the date on which I want to schedule meeting.
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I fill proper data for that meeting and save it.
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!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
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date: !eval time.strftime('%Y-%m-%d 00:00:00')
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date_deadline: !eval time.strftime('%Y-%m-%d 08:00:00')
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duration: 8.0
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email_from: info@balmerinc.be
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name: 'ABC FUEL CO 829264 - 10002 units'
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opportunity_id: 'crm_opportunity_abcfuelcounits0'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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section_id: crm.section_sales_department
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state: open
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In order to schedule a phonecall to the partner
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I click on "schedule call" button and select planned date for the call.
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!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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name: 'ABC FUEL CO 829264 - 10002 units'
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section_id: crm.section_sales_department
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user_id: base.user_demo
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categ_id: crm.categ_phone1
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schedule phonecall by opportunity2phoncall wizard.
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!python {model: crm.opportunity2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
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I check that phonecall record is created for that opportunity.
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!python {model: crm.phonecall}: |
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phone_obj = self.pool.get('crm.phonecall')
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ids = phone_obj.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
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assert len(ids)
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I can see phonecall record after click on "Schedule call" wizard.
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!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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duration: 3.0
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name: 'ABC FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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section_id: crm.section_sales_department
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I Merge the opportunities.
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for that create two opportunities first opportunity 'Test FUEL CO'.
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!record {model: crm.lead, id: crm_opportunity_1}:
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email_from: info@balmerinc.be
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name: 'Test FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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I create the opportunity 'FUEL CO'.
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!record {model: crm.lead, id: crm_opportunity_2}:
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email_from: info@balmerinc.be
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name: 'FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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I Merge two Opportunities.
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!python {model: crm.merge.opportunity}: |
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op_list = [ref('crm_opportunity_1'),ref('crm_opportunity_2')]
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op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
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lead_ids = [ref('crm_lead_newcustomer0')]
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self.merge(cr, uid, op_ids, {'lead_ids': lead_ids})
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