121 lines
5.0 KiB
YAML
121 lines
5.0 KiB
YAML
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In order to test convert customer lead into opportunity,
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I open customer lead.
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_case_4")])
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I check lead state is "Open".
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!assert {model: crm.lead, id: crm.crm_case_4, string: Lead in open state}:
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- state == "open"
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I create partner from lead.
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!record {model: crm.lead2partner, id: crm_lead2partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
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!python {model: crm.lead2partner}: |
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context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')], 'active_id': ref('crm_case_4')})
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self.make_partner(cr, uid ,[ref("crm_lead2partner_id1")], context=context)
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I convert lead into opportunity for exiting customer.
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid ,[ref("crm_case_4")], ref("base.res_partner_2"))
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I check details of converted opportunity.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_4'))
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assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner missmatch!'
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assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
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Now I begin communication and schedule a phone call with the customer.
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!python {model: crm.opportunity2phonecall}: |
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import time
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context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')]})
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call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
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'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
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self.action_schedule(cr, uid, [call_id], context=context)
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I check that phonecall is scheduled for that opportunity.
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!python {model: crm.phonecall}: |
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ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_4'))])
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assert len(ids), 'phonecall is not scheduled'
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Now I schedule meeting with customer.
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!python {model: crm.lead}: |
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self.action_makeMeeting(cr, uid, [ref('crm_case_4')])
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After communicated with customer, I put some notes with contract details.
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!python {model: crm.lead}: |
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self.message_append_note(cr, uid, [ref('crm_case_4')], subject='Test note', body='ces détails envoyés par le client sur le FAX pour la qualité')
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I win this opportunity
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!python {model: crm.lead}: |
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self.case_mark_won(cr, uid, [ref("crm_case_4")])
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I check details of the opportunity after having won the opportunity.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_4'))
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assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
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assert lead.state == 'done', "Opportunity is not in 'done' state!"
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assert lead.probability == 100.0, "Revenue probability should be 100.0!"
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I convert mass lead into opportunity customer.
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!python {model: crm.lead2opportunity.partner.mass}: |
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context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_11"), ref("crm_case_2")], 'active_id': ref("crm_case_4")})
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id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
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self.mass_convert(cr, uid, [id], context=context)
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Now I check first lead converted on opportunity.
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('crm_case_11'))
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assert opp.name == "Need Info about Onsite Intervention", "Opportunity name not correct"
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assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert opp.partner_id.name == "Agrolait", 'Partner missmatch!'
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assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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Then check for second lead converted on opportunity.
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('crm_case_2'))
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assert opp.name == "Interest in Your New Product", "Opportunity name not correct"
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assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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I loose the second opportunity
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!python {model: crm.lead}: |
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self.case_mark_lost(cr, uid, [ref("crm_case_2")])
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I check details of the opportunity after the loose
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_2'))
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assert lead.stage_id.id == ref('crm.stage_lead8'), "Opportunity stage should be 'Lost'."
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assert lead.state == 'cancel', "Lost opportunity is not in 'cancel' state!"
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assert lead.probability == 0.0, "Revenue probability should be 0.0!"
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I confirm review needs meeting.
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!python {model: crm.meeting}: |
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context.update({'active_model': 'crm.meeting'})
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self.case_open(cr, uid, [ref('base_calendar.crm_case_reviewneeds0')])
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I invite a user for meeting.
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!python {model: calendar.attendee}: |
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meeting_id = self.create(cr, uid, {'user_id': ref('base.user_root'), 'email': 'user@meeting.com' })
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self.do_accept(cr, uid, [meeting_id])
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