[REF] crm: 1) Rename process_crm_phonecall.yml to crm_phonecall.yml,
2) Covered phonecall and its coverted to opportunity and close this phonecall bzr revid: ron@tinyerp.com-20111012122141-7slvyilesfbxq1cw
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- |
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For customer or partner purpose, I called to him/her for discussion about openerp.
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As the success of phonecall seems to be a real business opportunity, It will convert
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it to opportunity.
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-
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!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_disc_openerp}:
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name: Discuss Review Process
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partner_id: base.res_partner_tinyatwork
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planned_revenue: 0.0
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probability: 0.0
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- |
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Business opportunity is now assigned to this phonecall.
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-
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!assert {model: crm.phonecall, id: crm_case_phone04}:
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- opportunity_id != False
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-
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Succeed phonecall, it will be convert into on opportunity.
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-
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!python {model: crm.phonecall2opportunity}: |
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self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_disc_openerp")], {"active_id": ref("crm_case_phone04")})
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- |
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For business And I check that the phonecall and the newly created business
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opportunity is linked to same partner.
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-
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!python {model: crm.phonecall}: |
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obj_phonecall = self.browse(cr, uid, ref('crm_case_phone04'))
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ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
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obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
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assert obj_phonecall.partner_id == obj_opp.partner_id, "created business opportunity is not linked to same partner"
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-
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Completion of phonecall, Cheking for phonecall summary is close or not.
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-
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!assert {model: crm.phonecall, id: crm.crm_case_phone04, string: phonecall is held}:
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- state == 'done'
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@@ -1,73 +0,0 @@
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- |
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For customer or partner purpose, I called to him/her for discussion about openerp.
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-
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!record {model: crm.phonecall, id: crm_phonecall_disc_openerp}:
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date: !eval time.strftime('%Y-%m-%d 08:00:00')
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name: Discussion About Openerp
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duration: 2.0
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section_id: crm.section_sales_department
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-
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After called to Customer/partner, So creating record to merge with exiting partner
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-
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!record {model: crm.phonecall2partner, id: crm_phonecall2partner_existed}:
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action: exist
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partner_id: base.res_partner_9
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-
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We are going to create partner.
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-
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!python {model: crm.phonecall2partner}: |
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self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_disc_openerp")]})
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self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_existed")], {"active_ids": [ref("crm_phonecall_disc_openerp")]})
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self.make_partner(cr, uid, [ref("crm_phonecall2partner_existed")], {"active_ids": [ref("crm_phonecall_disc_openerp")]})
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- |
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As the success of phonecall seems to be a real business opportunity, It will convert
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it to opportunity.
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-
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!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_disc_openerp}:
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name: Discussion About Openerp
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partner_id: base.res_partner_9
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planned_revenue: 0.0
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probability: 0.0
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- |
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Business opportunity is now assigned to this phonecall.
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-
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!assert {model: crm.phonecall, id: crm_phonecall_disc_openerp}:
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- opportunity_id != False
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-
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Succeed phonecall, it will be convert into on opportunity.
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-
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!python {model: crm.phonecall2opportunity}: |
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self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_disc_openerp")], {"active_id": ref("crm_phonecall_disc_openerp")})
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- |
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For business And I check that the phonecall and the newly created business
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opportunity is linked to same partner.
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-
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!python {model: crm.phonecall}: |
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obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_disc_openerp'))
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ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
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obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
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assert obj_phonecall.partner_id == obj_opp.partner_id
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- |
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Customer/partner intested with our product, so we will call back to him/her
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-
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!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_disc_openerp}:
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date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
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name: interest with openerp
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section_id: crm.section_sales_department
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user_id: base.user_root
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action: schedule
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categ_id: crm.categ_phone1
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- |
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Create other sedular call which is interested customer/partner.
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-
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!python {model: crm.phonecall2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_disc_openerp')], {'active_id': ref('crm_phonecall_disc_openerp')})
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- |
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Completion of phonecall, Cheking for phonecall summary is close or not.
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-
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!python {model: crm.phonecall}: |
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phonecall_rec = self.browse(cr, uid, ref('crm_phonecall_disc_openerp'))
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assert phonecall_rec.state == 'done', "Phonecall is not in done state"
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