137 lines
4.7 KiB
YAML
137 lines
4.7 KiB
YAML
-
|
|
In order to test Forward Partner functionality, I create an opportunity and forward it to partner.
|
|
-
|
|
I assign an email address to Administrator.
|
|
-
|
|
!record {model: res.users, id: base.user_root}:
|
|
user_email: admin@openerp.com
|
|
-
|
|
I create some partner grades.
|
|
-
|
|
I create a grade 'First'.
|
|
-
|
|
!record {model: res.partner.grade, id: res_partner_grade_first0}:
|
|
name: First
|
|
sequence: 1
|
|
-
|
|
I create another grade 'Second'.
|
|
-
|
|
!record {model: res.partner.grade, id: res_partner_grade_second0}:
|
|
name: Second
|
|
sequence: 2
|
|
-
|
|
I create one more grade 'Third'.
|
|
-
|
|
!record {model: res.partner.grade, id: res_partner_grade_third0}:
|
|
name: Third
|
|
sequence: 3
|
|
-
|
|
I assign grade 'First' to the partner 'Axelor'.
|
|
-
|
|
!record {model: res.partner, id: base.res_partner_desertic_hispafuentes}:
|
|
grade_id: res_partner_grade_first0
|
|
-
|
|
I change the User email id or partner if needed.
|
|
-
|
|
!python {model: res.partner}: |
|
|
self.geo_localize(cr, uid, [ref('base.res_partner_desertic_hispafuentes')], context)
|
|
-
|
|
I assgin a reply-to email address to Sales Team.
|
|
-
|
|
!record {model: crm.case.section, id: crm.section_sales_department}:
|
|
reply_to: sales_openerp@openerp.com
|
|
-
|
|
I create an opportunity 'Questionnaire on OpenERP'.
|
|
-
|
|
!record {model: crm.lead, id: crm_lead_questionnaireonopenerp0}:
|
|
categ_id: crm.categ_oppor7
|
|
section_id: crm.section_sales_department
|
|
country_id: base.fr
|
|
date_assign: '2011-02-07'
|
|
day_close: 0.0
|
|
day_open: 0.0
|
|
email_from: info@axelor.com
|
|
name: Questionnaire on OpenERP
|
|
partner_address_id: base.res_partner_address_3000
|
|
partner_assigned_id: base.res_partner_desertic_hispafuentes
|
|
partner_id: base.res_partner_desertic_hispafuentes
|
|
partner_latitude: 0.0
|
|
partner_longitude: 0.0
|
|
phone: +33 1 64 61 04 01
|
|
planned_revenue: 0.0
|
|
probability: 0.0
|
|
type: opportunity
|
|
-
|
|
I change the assigned partner.
|
|
-
|
|
!python {model: crm.lead}: |
|
|
self.onchange_assign_id(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'), context)
|
|
self.assign_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context)
|
|
-
|
|
I change the User email id or partner if needed.
|
|
-
|
|
!python {model: crm.lead.forward.to.partner}: |
|
|
context.update({'history': 'latest', })
|
|
user = ref('base.user_root')
|
|
self.on_change_email(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], user)
|
|
self.on_change_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'))
|
|
-
|
|
I change in history define.
|
|
-
|
|
!python {model: crm.lead.forward.to.partner}: |
|
|
context.update({'history': 'info', })
|
|
self.on_change_history(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context.get('history'), context)
|
|
-
|
|
I check the case history.
|
|
-
|
|
!python {model: crm.lead.forward.to.partner}: |
|
|
context.update({'history': 'latest', })
|
|
self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
|
|
|
|
context.update({'history': 'info', })
|
|
self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
|
|
|
|
context.update({'history': 'whole', })
|
|
self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
|
|
-
|
|
I get lead details.
|
|
-
|
|
!python {model: crm.lead.forward.to.partner}: |
|
|
self.get_lead_details(cr, uid, ref('crm_lead_questionnaireonopenerp0'), context)
|
|
-
|
|
I click on Forward button.
|
|
-
|
|
!python {model: crm.lead.forward.to.partner}: |
|
|
from tools import config
|
|
vals = {
|
|
'subject': 'email',
|
|
'email_to': 'info@axelor.com',
|
|
'email_from': 'Administrator <admin@openerp.com>',
|
|
'reply_to': 'sales_openerp@openerp.com',
|
|
'history': 'latest',
|
|
}
|
|
ids = self.create(cr, uid, vals, context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
|
|
host = config.get('smtp_user', '127.0.0.1')
|
|
assert config.get(host, True), 'SMTP not configured !'
|
|
try:
|
|
self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
|
|
except:
|
|
pass
|
|
-
|
|
I create the opportunity.
|
|
-
|
|
!record {model: crm.lead, id: crm_opportunity2}:
|
|
email_from: info@balmerinc.be
|
|
name: '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 Update the data.
|
|
-
|
|
!python {model: crm.merge.opportunity}: |
|
|
self._update_data([ref('crm_opportunity2')], ref('crm_lead_questionnaireonopenerp0'))
|