crm: remove trailing whitespace, utf8 apostrophe.

bzr revid: p_christ@hol.gr-20101227085032-bkun8ia2sije5l2p
This commit is contained in:
P. Christeas
2010-12-27 10:50:32 +02:00
parent b0391a21b9
commit 11bab66faa
4 changed files with 48 additions and 49 deletions
+15 -15
View File
@@ -1,12 +1,12 @@
- |
In order to test the CRM in OpenERP,
In order to test the CRM in OpenERP,
I will do a customer qualification process that
starts with a fist contact with a customer (a lead), which will be converted to a
business opportunity and a partner.
- |
In order to test the flow, I create a two new users "user_crm" and
I assign the group "salesman".
-
-
!record {model: res.users, id: res_users_usercrm0}:
company_id: base.main_company
context_lang: en_US
@@ -16,11 +16,11 @@
login: user_crm
name: user_crm
password: user_crm
- |
I start by creating a new lead "New Customer" and I provide an address to this
new customer, as well as an email "info@mycustomer.com".
-
-
!record {model: crm.lead, id: crm_lead_newcustomer0}:
email_from: info@mycustomer.com
name: New Customer
@@ -30,26 +30,26 @@
section_id: crm.section_sales_department
referred: False
- |
I check that the lead is in 'draft' state,
-
I check that the lead is in 'draft' state,
-
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
- state == "draft"
-
I open lead by click on "Open" button,
-
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
- |
I check that lead is now in 'open' state.
-
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
- state == "open"
- state == "open"
- |
As the lead seems to be a real business opportunity, I will convert it to a
partner
partner
and a business opportunity by clicking on the "Convert" button.
-
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
action = self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
@@ -66,21 +66,21 @@
!python {model: crm.lead2opportunity.partner}: |
self.make_partner(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
-
Now, I give value to this wizard field.
Now, I give value to this wizard field.
-
!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
name: Capegemini
planned_revenue: 0.00
probability: 0.00
-
Then, Click on "Create Opportunity" button of this wizard.
-
-
!python {model: crm.lead2opportunity}: |
self.action_apply(cr, uid, [ref('crm_lead2opportunity_stonage_0')], {'active_id': ref('crm_lead_newcustomer0')})
- |
In order to check the opportunity is created or not, I check type.
-
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
assert lead.type == 'opportunity'
+12 -12
View File
@@ -11,13 +11,13 @@
stage_id: crm.stage_opportunity1
categ_id: crm.categ_oppor2
section_id: crm.section_sales_department
- |
I check that the opportunity is in 'New' state.
-
!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
- state == "draft"
- |
- |
I open opportunity by click on "Open" button,
-
!python {model: crm.lead}: |
@@ -29,7 +29,7 @@
-
!python {model: crm.lead}: |
self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
- |
I can see that Meeting's calendar view is shown.
then I click on the date on which I want to schedule meeting.
@@ -49,27 +49,27 @@
- |
In order to schedule a phonecall to the partner
I click on "schedule call" button and select planned date for the call.
-
-
!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
date: '2010-04-17 11:15:00'
name: 'ABC FUEL CO 829264 - 10002 units'
section_id: crm.section_sales_department
user_id: base.user_demo
categ_id: crm.categ_phone1
- |
schedule phonecall by apply (action_apply)function of opportunity2phoncall wizard
-
- |
schedule phonecall by apply (action_apply)function of opportunity2phoncall wizard
-
!python {model: crm.opportunity2phonecall}: |
self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
- |
I check that phonecall record is created for that opportunity.
-
I check that phonecall record is created for that opportunity.
-
!python {model: crm.phonecall}: |
phone_obj = self.pool.get('crm.phonecall')
ids = phone_obj.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
assert len(ids)
- |
I can see phonecall record after click on "Schedule call" wizard.
- |
I can see phonecall record after click on "Schedule call" wizard.
-
!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
date: '2010-04-17 11:15:00'
@@ -78,4 +78,4 @@
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
section_id: crm.section_sales_department
+20 -21
View File
@@ -1,36 +1,35 @@
- |
I start by creating a new phonecall.
-
-
!record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
date: '2010-04-21 18:59:00'
name: Interview call
section_id: crm.section_sales_department
- |
-
Now , I select partner by click on "Create a Partner" button.
-
-
!record {model: crm.phonecall2partner, id: crm_phonecall2partner_1}:
action: exist
partner_id: base.res_partner_9
-
-
Now, click on "Continue" button of this wizard.
-
-
!python {model: crm.phonecall2partner}: |
self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
- |
As the success of phonecall seems to be a real business opportunity, I will convert
it to opportunity by clicking on the "Convert to Opportunity" button.
-
-
!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_interviewcall0}:
name: Interview call
partner_id: base.res_partner_9
planned_revenue: 0.0
probability: 0.0
probability: 0.0
-
Now, I click on "Convert" button of this wizard.
-
Now, I click on "Convert" button of this wizard.
-
!python {model: crm.phonecall2opportunity}: |
self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_interviewcall0")], {"active_id": ref("crm_phonecall_interviewcall0")})
@@ -39,29 +38,29 @@
-
!assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
- opportunity_id != False
- |
And I check that the phonecall and the newly created business opportunity is linked
to same partner
-
!python {model: crm.phonecall}: |
!python {model: crm.phonecall}: |
obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_interviewcall0'))
ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
assert obj_phonecall.partner_id == obj_opp.partner_id
- |
I schedule Meeting on this current phonecall by clicking on "schedule
Meeting"
-
!python {model: crm.phonecall}: |
self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
- |
I can see that Meeting's calendar view is shown.
then I click on the date on which I want schedule meeting.
I fill proper data for that meeting and save it
-
-
!record {model: crm.meeting, id: crm_meeting_interviewcall0}:
alarm_id: base_calendar.alarm3
date: '2010-04-20 00:00:00'
@@ -73,13 +72,13 @@
partner_id: base.res_partner_9
phonecall_id: 'crm_phonecall_interviewcall0'
state: open
- |
In order to schedule other phonecall to the partner
I click on "schedule other call" button. and plan for other call
I can see that it will open other phonecall view with some data same as current
phonecall.
-
-
!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall0}:
date: '2010-04-21 19:49:00'
name: Interview call
@@ -87,7 +86,7 @@
user_id: base.user_root
categ_id: crm.categ_phone1
- |
I click on "Schedule" button of this wizard.
I click on "Schedule" button of this wizard.
-
!python {model: crm.phonecall2phonecall}: |
self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
@@ -85,7 +85,7 @@ class crm_opportunity2phonecall(osv.osv_memory):
This converts Opportunity to Phonecall and opens Phonecall view
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param uid: the current user's ID for security checks,
@param ids: List of Opportunity to Phonecall IDs
@param context: A standard dictionary for contextual values