[MERGE] merged from lp:~openerp-dev/openobject-addons/atp-dev-addons2
bzr revid: hmo@tinyerp.com-20100427100100-hnj0eo1vo0ewxq9g
This commit is contained in:
@@ -109,6 +109,7 @@ between mails and Open ERP.""",
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'process/crm_configuration_process.xml',
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],
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'demo_xml': [
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'test/test_crm_meeting.yml',
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'crm_demo.xml',
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'crm_claims_demo.xml',
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'crm_fund_demo.xml',
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@@ -118,6 +119,13 @@ between mails and Open ERP.""",
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'crm_opportunity_demo.xml',
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'crm_phonecall_demo.xml'
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],
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'test': ['test/test_crm_lead.yml',
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'test/test_crm_opportunity.yml',
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'test/test_crm_phonecall.yml',
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'test/test_crm_fund.yml',
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'test/test_crm_claim.yml',
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'test/test_crm_helpdesk.yml',
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],
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'installable': True,
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'active': False,
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'certificate': '0079056041421',
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+7
-5
@@ -59,6 +59,7 @@ class crm_case_section(osv.osv):
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true, it will allow you to hide the sales team without removing it."),
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'allow_unlink': fields.boolean('Allow Delete', help="Allows to delete non draft cases"),
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'user_id': fields.many2one('res.users', 'Responsible User'),
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'member_ids':fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
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'reply_to': fields.char('Reply-To', size=64, help="The email address put \
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in the 'Reply-To' of all emails sent by Open ERP about cases in this sales team"),
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'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
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@@ -66,6 +67,7 @@ class crm_case_section(osv.osv):
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'resource_calendar_id': fields.many2one('resource.calendar', "Resource's Calendar"),
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'server_id':fields.many2one('email.smtpclient', 'Server ID'),
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'note': fields.text('Description'),
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}
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_defaults = {
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@@ -79,14 +81,14 @@ class crm_case_section(osv.osv):
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def _check_recursion(self, cr, uid, ids):
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"""
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Checks for recursion level for sections
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Checks for recursion level for sales team
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of section ids
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@param ids: List of Sales team ids
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"""
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level = 100
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while len(ids):
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cr.execute('select distinct parent_id from crm_case_section where id =ANY(%s)', (ids,))
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ids = filter(None, map(lambda x: x[0], cr.fetchall()))
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@@ -97,7 +99,7 @@ class crm_case_section(osv.osv):
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return True
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_constraints = [
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(_check_recursion, 'Error ! You cannot create recursive sections.', ['parent_id'])
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(_check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
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]
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def name_get(self, cr, uid, ids, context=None):
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@@ -105,7 +107,7 @@ class crm_case_section(osv.osv):
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of section ids
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@param ids: List of sales team ids
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"""
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if not context:
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context = {}
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+10
-8
@@ -11,7 +11,7 @@
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<field name="model">crm.case.section</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Case Section">
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<form string="Sales Team">
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<group col="6" colspan="4">
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<field name="name" select="1" colspan="4"/>
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<field name="code" select="1"/>
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@@ -19,22 +19,24 @@
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<field name="resource_calendar_id" select="2"/>
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</group>
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<notebook colspan="4">
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<page string="Case section">
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<group col="2" colspan="2">
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<page string="Sales Team">
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<group col="2" colspan="1">
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<separator string="Responsible" colspan="2"/>
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<field name="parent_id" select="2" widget="selection"/>
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<field name="user_id" select="2"/>
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</group>
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<group col="2" colspan="2">
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<group col="2" colspan="1">
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<separator string="Contact Information" colspan="2"/>
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<field name="server_id" select="2"/>
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<field name="reply_to" select="2"/>
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</group>
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<group col="2" colspan="2">
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<separator string="Section Property" colspan="2"/>
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<group col="2" colspan="1">
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<separator string="Sales Team Property" colspan="2"/>
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<field name="active" select="2"/>
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<field name="allow_unlink" select="2"/>
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</group>
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<separator string="Members List" colspan="4"/>
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<field name="member_ids" nolabel="1" colspan="4"/>
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<separator string="Note" colspan="4"/>
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<field name="note" select="1" colspan="4" nolabel="1"/>
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</page>
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@@ -51,7 +53,7 @@
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<field name="type">tree</field>
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<field name="field_parent">child_ids</field>
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<field name="arch" type="xml">
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<tree string="Case Section">
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<tree string="Sales Team">
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<field name="name" select="1"/>
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<field name="code" select="1"/>
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<field name="user_id" select="1"/>
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@@ -62,7 +64,7 @@
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<!-- Case Sections Action -->
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<record id="crm_case_section_act" model="ir.actions.act_window">
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<field name="name">Sections</field>
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<field name="name">Sales Team</field>
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<field name="res_model">crm.case.section</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_section_view_tree"/>
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@@ -178,7 +178,7 @@
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<act_window domain="[('section_id', '=', active_id)]"
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id="act_crm_case_section_2_report_crm_case_categ"
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name="Monthly cases by section" res_model="crm.case.report"
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name="Monthly cases by Sales Team" res_model="crm.case.report"
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src_model="crm.case.section" />
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<!-- Closed & Open CRM Case view for Random Activities dashboard Tree View -->
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@@ -0,0 +1,38 @@
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- |
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Now I check claims which contain customer claim information about document
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related problem, product related problem.
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- |
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I start by creating new claims for Damaged product as Value Claims with priority High and specify
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date of claim at which claim is created.
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-
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!record {model: crm.claim, id: crm_claim_damagedproduct0}:
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categ_id: crm.categ_claim2
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date: '2010-04-21 20:13:00'
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email_from: info@balmerinc.be
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name: 'Damaged product '
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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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priority: '2'
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section_id: crm.section_sales_department
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- |
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I check that the claims is in 'draft' state.
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-
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!assert {model: crm.claim, id: crm_claim_damagedproduct0}:
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- state == 'draft'
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- |
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Now I make sure that claim is at "Accepted" stage.
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-
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!record {model: crm.claim, id: crm.crm_claim_damagedproduct0}:
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stage_id: crm.stage_claim1
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- |
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I can change that stage by next button right on it
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-
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!python {model: crm.claim}: |
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self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
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- |
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I make this claim as Open
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-
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!python {model: crm.claim}: |
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self.case_open(cr, uid, [ref('crm_claim_damagedproduct0')])
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@@ -0,0 +1,32 @@
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- |
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Now I start test Fund Raising which contain information about Donation or charity
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given by user.
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- |
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I start by creating new Funds entry for donation for books to poor school children
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with cost 500000.00 and category as "Learning And Education"
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I make payment by Cheque so I make sure that the mode on fund is selected as cheque
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-
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!record {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
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categ_id: crm.categ_fund2
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email_from: info@balmerinc.be
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name: Donation for books to poor school children
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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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planned_cost: 500000.0
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section_id: crm.section_sales_department
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type_id: crm.type_fund2
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- |
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I check that the Funds is in 'draft' state.
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-
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!assert {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
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- state == 'draft'
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- |
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Now I open Funds by click on "Open" button
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-
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!python {model: crm.fundraising}: |
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self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
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- |
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I can close Funds by click on "Done" button.
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-
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!python {model: crm.fundraising}: |
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self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
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@@ -0,0 +1,38 @@
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-
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|
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I start by creating New helpdesk request regarding some functional questions.
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I select Date at which helpdesk request is created.
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-
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!record {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
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date: '2010-04-22 10:17:00'
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email_from: info@balmerinc.be
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name: Some functional question.
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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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- |
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I check that the Helpdesk request is in 'Draft' state.
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-
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!assert {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
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- state == 'draft'
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- |
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In order to make this helpdesk request to be considered I make it "Open"
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-
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!python {model: crm.helpdesk}: |
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self.case_open(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
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- |
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I can see that "Send Reminder" button is visible, which is used to send reminder to partner from
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responsible person or send reminder to responsible person from partner.
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-
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#this is not work for yaml.
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-
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# !python {model: crm.helpdesk}: |
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# self.remind_user(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')], context={}, attach=False, destination=True)
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- |
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After a proper communication for the request via email I make sure that the request is fulfilled and
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I close this HelpDesk Request by clicking on "Close" button.
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-
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!python {model: crm.helpdesk}: |
|
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self.case_close(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
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-
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@@ -0,0 +1,113 @@
|
||||
- |
|
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In order to test the CRM in OpenERP,
|
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I will do a customer qualification process that
|
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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
|
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I assign the group "salesman".
|
||||
-
|
||||
!record {model: res.users, id: res_users_usercrm0}:
|
||||
company_id: base.main_company
|
||||
context_lang: en_US
|
||||
context_section_id: crm.section_sales_department
|
||||
groups_id:
|
||||
- crm.group_crm_user
|
||||
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
|
||||
partner_name: Sandip zala
|
||||
phone: (855) 924-4364
|
||||
mobile: (333) 715-1450
|
||||
section_id: crm.section_sales_department
|
||||
referred: False
|
||||
title: M.
|
||||
- |
|
||||
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")])
|
||||
|
||||
- |
|
||||
As the lead seems to be a real business opportunity, I will convert it to a
|
||||
partner
|
||||
and a business opportunity by clicking on the "Convert" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
|
||||
if not lead.partner_id:
|
||||
self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
|
||||
-
|
||||
|
|
||||
Now, select "create a new partner" option in this wizard.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
|
||||
action: 'create'
|
||||
-
|
||||
I click on "Continue" button of this wizard.
|
||||
-
|
||||
!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.
|
||||
-
|
||||
!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
|
||||
name: Sandip zala
|
||||
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')})
|
||||
|
||||
- |
|
||||
I can check that a lead and a business opportunity is now assigned to this
|
||||
lead.
|
||||
-
|
||||
# !python {model: crm.lead, id: crm_lead_newcustomer0}:
|
||||
# - opportunity_id.id != False
|
||||
|
||||
- |
|
||||
I check that the partner associated to this lead as the same country, phone number
|
||||
and name than the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
|
||||
print "lead", lead.partner_name
|
||||
obj_opportunity = self.pool.get('crm.opportunity')
|
||||
ids = obj_opportunity.search(cr, uid, [('name', '=', lead.partner_name)])
|
||||
opportunity = obj_opportunity.browse(cr, uid, ids)[0]
|
||||
assert lead.partner_name == opportunity.partner_id.name
|
||||
assert lead.phone == opportunity.phone
|
||||
-
|
||||
|
|
||||
# yaml is also not working smpt server and send new email.
|
||||
|
||||
- |
|
||||
I configure with smtp server.
|
||||
- |
|
||||
And I communicate with lead through send New mail to Lead using it email address from user which are loged.
|
||||
- |
|
||||
I check that communication history generated when send email to lead.
|
||||
- |
|
||||
Then, I add a cc which receive copy of future communication between partner and users by mail.
|
||||
|
||||
- |
|
||||
I Reply to last Email to lead with some document attached.and check that communication history generated or not.
|
||||
|
||||
|
||||
@@ -0,0 +1,99 @@
|
||||
- |
|
||||
Now I will test Meetings which may be customer meeting or phonecall meeting or
|
||||
internal Meeting.
|
||||
- |
|
||||
I start by creating a new Meeting.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
|
||||
categ_id: crm.categ_meet2
|
||||
date: '2010-04-21 16:04:00'
|
||||
date_deadline: '2010-04-22 00:04:00'
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
location: Ahmedabad
|
||||
name: Regarding Presentation
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
rrule_type: weekly
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I check that the Meetings is in 'UnConfirmed' state.
|
||||
-
|
||||
!assert {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
|
||||
- state == "draft"
|
||||
- |
|
||||
I can set reminder on meeting if I put reminder "40 minutes before"
|
||||
- |
|
||||
For that, I first create alarm.
|
||||
-
|
||||
!record {model: res.alarm, id: res_alarm_minituesbefore0}:
|
||||
name: 40 minutes before
|
||||
trigger_duration: 40
|
||||
trigger_interval: minutes
|
||||
trigger_occurs: before
|
||||
trigger_related: start
|
||||
- |
|
||||
Now I will assign this reminder.
|
||||
|
||||
- !python {model: crm.meeting}: |
|
||||
self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'alarm_id': ref("res_alarm_minituesbefore0")})
|
||||
- |
|
||||
In order to check recurrence on meetings I will set Recurrency to Custom
|
||||
and I set the fields so that the meeting will occure weekly on Monday and Friday 10 times
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.write(cr, uid, [ref("crm_meeting_regardingpresentation0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'freq': 'weekly', 'rrule_type': 'custom'})
|
||||
|
||||
- |
|
||||
I can see from the calendar view that the meeting is scheduled on Monday and Friday
|
||||
for 10 times,
|
||||
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.fields_view_get(cr, uid, False, 'calendar', context)
|
||||
- |
|
||||
I will search for one of the recurrent event and count the number of meeting.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
ids = self.search(cr, uid, [('date', '>=', '2010-05-21 00:00:00'), ('date', '<=', '2010-04-21 00:00:00')] )
|
||||
assert len(ids) == 9
|
||||
|
||||
- |
|
||||
Now If I want to edit meetings information for all occurence I click on "Edit All" button.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.open_meeting(cr, uid, [ref('crm_meeting_regardingpresentation0')])
|
||||
- |
|
||||
I can see that new meeting form is opened with same value
|
||||
I change some data for meeting and save it
|
||||
I can see from meeting's calendar view that all meeting occurences are changed accordingly
|
||||
-
|
||||
!record {model: crm.meeting, id: crm.crm_meeting_regardingpresentation0}:
|
||||
alarm_id: base_calendar.alarm9
|
||||
rrule_type: weekly
|
||||
|
||||
- |
|
||||
In order to invite people for this meetings, I click on "Invite People" button
|
||||
I can invite internal user.
|
||||
-
|
||||
!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
|
||||
type: internal
|
||||
partner_id: base.res_partner_9
|
||||
user_ids:
|
||||
- base.user_demo
|
||||
- |
|
||||
If I set Send mail boolean as True I can see that an email is send to
|
||||
specified email address with proper meeting information.
|
||||
-
|
||||
#This is not working for send mail boolean as True.
|
||||
-
|
||||
I click on "Invite" button of "Invite attendee" wizard.
|
||||
-
|
||||
!python {model: base_calendar.invite.attendee}: |
|
||||
self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
|
||||
|
||||
- |
|
||||
After direct/indirect confirmation for meetings I can confirm meeting
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.case_open(cr, uid, [ref('crm_meeting_regardingpresentation0')])
|
||||
@@ -0,0 +1,81 @@
|
||||
- |
|
||||
I start by creating a new Opportunity. And I select partner for opportunity.
|
||||
I can see that after selecting partner his contact and email is automatically filled.
|
||||
-
|
||||
!record {model: crm.opportunity, id: crm_opportunity_abcfuelcounits0}:
|
||||
email_from: info@balmerinc.be
|
||||
name: 'ABC 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_oppor1
|
||||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
|
||||
- |
|
||||
I check that the opportunity is in 'New' state.
|
||||
-
|
||||
!assert {model: crm.opportunity, id: crm_opportunity_abcfuelcounits0}:
|
||||
- state == "draft"
|
||||
- |
|
||||
I open opportunity by click on "Open" button,
|
||||
-
|
||||
!python {model: crm.opportunity}: |
|
||||
self.case_open(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
|
||||
|
||||
- |
|
||||
I schedule Meeting on this current opportunity by clicking on "schedule
|
||||
Meeting".
|
||||
-
|
||||
!python {model: crm.opportunity}: |
|
||||
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 schedule meeting.
|
||||
I fill proper data for that meeting and save it
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
|
||||
alarm_id: base_calendar.alarm3
|
||||
date: '2010-04-16 00:00:00'
|
||||
date_deadline: '2010-04-16 08:00:00'
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
name: 'ABC FUEL CO 829264 - 10002 units '
|
||||
opportunity_id: 'crm_opportunity_abcfuelcounits0'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
rrule_type: weekly
|
||||
section_id: crm.section_sales_department
|
||||
state: open
|
||||
- |
|
||||
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
|
||||
- |
|
||||
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.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
ids = self.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
|
||||
assert len(ids)
|
||||
- |
|
||||
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'
|
||||
duration: 3.0
|
||||
name: 'ABC FUEL CO 829264 - 10002 units'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
section_id: crm.section_sales_department
|
||||
|
||||
@@ -0,0 +1,91 @@
|
||||
- |
|
||||
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
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
partner_mobile: (+32)2 211 34 83
|
||||
section_id: crm.section_sales_department
|
||||
|
||||
- |
|
||||
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.
|
||||
-
|
||||
# !python {model: crm.phonecall2opportunity}: |
|
||||
# self.action_apply(cr, uid, [1], {'active_id': ref('crm_phonecall_interviewcall0')})
|
||||
|
||||
-
|
||||
# This is not working, find a way to do that in YAML
|
||||
|
||||
- |
|
||||
I can see that a business opportunity is now assigned to this phonecall
|
||||
- |
|
||||
I check that the partner associated to this as the same country, phone number
|
||||
and name than the phonecall.
|
||||
- |
|
||||
In order to avoid the duplication of similar partner, OpenERP should be able to
|
||||
detect if the partner exists or if it should be created from the phonecall during the
|
||||
conversion.
|
||||
- |
|
||||
In order to test this, I log as the user "user_crm2"
|
||||
- |
|
||||
Then, I create the same phonecall than the preceeding one but I change the name
|
||||
of the phonecall. But this customer keeps the same email.
|
||||
- |
|
||||
This time OpenERP should detect that this customer already exists in the
|
||||
partner base and I check that in the wizard, proposes me to link to this existing
|
||||
partner instead of creating another one.
|
||||
- |
|
||||
I confirm the conversion wizard.
|
||||
- |
|
||||
And I check that the phonecall and the newly created business opportunity is linked
|
||||
to the partner
|
||||
- |
|
||||
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'
|
||||
date_deadline: '2010-04-20 08:00:00'
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
name: Interview call
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
phonecall_id: 'crm_phonecall_interviewcall0'
|
||||
rrule_type: weekly
|
||||
state: open
|
||||
|
||||
-
|
||||
#This is not working for yaml
|
||||
- |
|
||||
I can jump to this meeting by "Meetings" shortcut from my phonecall's form view
|
||||
-
|
||||
|
||||
- |
|
||||
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
|
||||
section_id: crm.section_sales_department
|
||||
user_id: base.user_root
|
||||
- |
|
||||
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')})
|
||||
@@ -43,6 +43,7 @@
|
||||
'security/ir.model.access.csv',
|
||||
],
|
||||
'demo_xml': [],
|
||||
'test':['test/test_idea.yml'],
|
||||
'installable': True,
|
||||
'certificate': '0071515601309',
|
||||
}
|
||||
|
||||
@@ -0,0 +1,103 @@
|
||||
- |
|
||||
In order to test the Idea module in OpenERP,
|
||||
we will create a full flow, from the idea definition up to the votes and discussions on the idea.
|
||||
- |
|
||||
Given that I have an Idea category "Technical".
|
||||
-
|
||||
!record {model: idea.category, id: idea_category_technical0}:
|
||||
name: Technical
|
||||
- |
|
||||
I create a New Idea of "Technical presentation for 1 hours in every day" and specify category "Technical".
|
||||
|
||||
-
|
||||
!record {model: idea.idea, id: idea_idea_0}:
|
||||
category_id: idea_category_technical0
|
||||
description: I want that Technical presentation are arranged for 1 hours in every
|
||||
day.\nso, on that presentation, we can know all things what improvement and development
|
||||
are done in our company.\n\n\n\n\n
|
||||
title: Technical presentation for 1 hours in every day
|
||||
user_id: base.user_root
|
||||
|
||||
- |
|
||||
I check that idea on draft state.
|
||||
-
|
||||
!assert {model: idea.idea, id: idea_idea_0}:
|
||||
- state == 'draft'
|
||||
|
||||
- |
|
||||
I open this idea by click on "Open" button.
|
||||
-
|
||||
!workflow {model: idea.idea, action: idea_open, ref: idea_idea_0}
|
||||
|
||||
- |
|
||||
In order to check voting statistics in real systems I will create 2 new Users "user1".
|
||||
-
|
||||
!record {model: res.users, id: res_users_user0}:
|
||||
company_id: base.main_company
|
||||
context_lang: en_US
|
||||
login: user1
|
||||
name: user1
|
||||
password: user1
|
||||
- |
|
||||
And I will also create user2.
|
||||
-
|
||||
!record {model: res.users, id: res_users_user1}:
|
||||
company_id: base.main_company
|
||||
context_lang: en_US
|
||||
login: user2
|
||||
name: user2
|
||||
password: user2
|
||||
|
||||
- |
|
||||
In order to post vote I connect as user1 and open the idea page
|
||||
I click on "Vote" wizard and vote the idea as "Normal"
|
||||
-
|
||||
!record {model: idea.post.vote, id: idea_post_vote_0}:
|
||||
vote: 50
|
||||
- |
|
||||
Now I click on "Post Vote" button of wizard.
|
||||
-
|
||||
!python {model: idea.post.vote}: |
|
||||
uid = ref('res_users_user0')
|
||||
self.do_vote(cr, uid, [ref("idea_post_vote_0")], {'active_id': ref('idea_idea_0')})
|
||||
|
||||
- |
|
||||
To add other vote I connect as user2 and open the idea page
|
||||
I click on "Vote" wizard and vote the idea as "Very Good"
|
||||
|
||||
-
|
||||
!record {model: idea.post.vote, id: idea_post_vote_1}:
|
||||
vote: 100
|
||||
|
||||
- |
|
||||
I click on "Post Vote" button of this wizard.
|
||||
-
|
||||
!python {model: idea.post.vote}: |
|
||||
uid = ref('res_users_user1')
|
||||
self.do_vote(cr, uid, [ref("idea_post_vote_1")], {'active_id': ref('idea_idea_0')})
|
||||
|
||||
- |
|
||||
I can see that the Average score changed in "Average score" field with value 75
|
||||
-
|
||||
!record {model: idea.idea, id: idea_idea_0}:
|
||||
vote_avg: 75
|
||||
|
||||
- |
|
||||
I put one comment "We can learn many things from technical presentation" for the idea.
|
||||
-
|
||||
!record {model: idea.idea, id: idea.idea_idea_0}:
|
||||
comment_ids:
|
||||
- content: We can learn many things from technical presentation
|
||||
idea_id: idea.idea_idea_0
|
||||
user_id: res_users_user1
|
||||
- |
|
||||
I connect as Manager and close this idea by click on "Close" button.
|
||||
-
|
||||
!workflow {model: idea.idea, action: idea_close, ref: idea_idea_0}
|
||||
|
||||
- |
|
||||
I check that the idea's state is now Accepted
|
||||
-
|
||||
!assert {model: idea.idea, id: idea_idea_0}:
|
||||
- state == 'close'
|
||||
|
||||
@@ -47,7 +47,10 @@
|
||||
'lunch_report.xml',
|
||||
#'process/lunch_process.xml'
|
||||
],
|
||||
"demo_xml": ['lunch_demo.xml'],
|
||||
"demo_xml": ['lunch_demo.xml',
|
||||
],
|
||||
"test": ['test/test_lunch.yml'
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
|
||||
|
||||
+1
-13
@@ -42,21 +42,9 @@ class lunch_product(osv.osv):
|
||||
_name = 'lunch.product'
|
||||
_description = "Lunch Product"
|
||||
|
||||
def _category_name_get(self, cr, uid, context={}):
|
||||
|
||||
""" Get category name
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param context: A standard dictionary for contextual values"""
|
||||
|
||||
obj = self.pool.get('lunch.category')
|
||||
cat_ids = obj.search(cr, uid, [])
|
||||
res = obj.read(cr, uid, cat_ids, ['name', 'category'])
|
||||
return [(str(r['id']), r['name']) for r in res]+ [('0','')]
|
||||
|
||||
_columns = {
|
||||
'name': fields.char('Name', size=50, required=True),
|
||||
'category_id': fields.selection(_category_name_get, 'Category', size=32),
|
||||
'category_id': fields.many2one('lunch.category', 'Category'),
|
||||
'description': fields.char('Description', size=128, required=False),
|
||||
'price': fields.float('Price', digits=(16,2)),
|
||||
'active': fields.boolean('Active'),
|
||||
|
||||
@@ -195,7 +195,7 @@
|
||||
<field name="arch" type="xml">
|
||||
<form string="Products">
|
||||
<field name="name" select="1"/>
|
||||
<field name="category_id" select="1"/>
|
||||
<field name="category_id" widget='selection' select="1"/>
|
||||
<field name="description" select="1"/>
|
||||
<field name="price" select="1"/>
|
||||
<field name="active" select="1"/>
|
||||
|
||||
@@ -0,0 +1,130 @@
|
||||
- |
|
||||
In order to test the Lunch module in OpenERP,
|
||||
I will create one lunch order and then check the effect on cashboxes and cashmoves
|
||||
|
||||
- |
|
||||
Given that I have a category of lunch products "Burger".
|
||||
-
|
||||
!record {model: lunch.category, id: lunch_category_burger0}:
|
||||
name: Burger
|
||||
- |
|
||||
Given that I have a product "Club1" in this category with a price of "2.75".
|
||||
|
||||
-
|
||||
!record {model: lunch.product, id: lunch_product_club1}:
|
||||
category_id: lunch_category_burger0
|
||||
name: Club1
|
||||
price: 2.75
|
||||
- |
|
||||
Given that I have a cashbox "Employee Cashbox"
|
||||
-
|
||||
!record {model: lunch.cashbox, id: lunch_cashbox_cashbox0}:
|
||||
manager: base.user_root
|
||||
name: Employee Cashbox
|
||||
- |
|
||||
I create a lunch order "LU001" for the "Club1" product
|
||||
- |
|
||||
When I select the product "club1", the price of 2.75 is automatically proposed
|
||||
-
|
||||
!record {model: lunch.order, id: lunch_order_0}:
|
||||
date: '2010-04-19'
|
||||
product: 'lunch_product_club1'
|
||||
price: 2.75
|
||||
user_id: base.user_root
|
||||
|
||||
- |
|
||||
I check that lunch order is on draft state after having created it.
|
||||
-
|
||||
!assert {model: lunch.order, id: lunch_order_0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
I confirm the order "LU001" using the "Confirm Order" wizard.
|
||||
-
|
||||
!record {model: lunch.order.confirm, id: lunch_order_confirm_0}:
|
||||
confirm_cashbox: 'lunch_cashbox_cashbox0'
|
||||
-
|
||||
I click on "Confirm Order" button of this wizard.
|
||||
-
|
||||
!python {model: lunch.order.confirm}: |
|
||||
self.confirm(cr, uid, [ref('lunch_order_confirm_0')], {'active_ids': [ref('lunch_order_0')]})
|
||||
|
||||
- |
|
||||
I check that the Cash Moves have been generated with the right box
|
||||
name
|
||||
-
|
||||
!assert {model: lunch.order, id: lunch_order_0}:
|
||||
- cashmove.id != False
|
||||
|
||||
- |
|
||||
I check that the Total on the "Employee Cashbox" is -2.75
|
||||
|
||||
-
|
||||
!assert {model: lunch.cashbox, id: lunch_cashbox_cashbox0}:
|
||||
- sum_remain == -2.75
|
||||
|
||||
- |
|
||||
I create a new lunch order "LU002" for the "Club1" product, at another date.
|
||||
-
|
||||
!record {model: lunch.order, id: lunch_order_1}:
|
||||
date: '2010-04-22'
|
||||
product: 'lunch_product_club1'
|
||||
price: 2.75
|
||||
user_id: base.user_root
|
||||
|
||||
- |
|
||||
I confirm this order.open wizard and select "Employee Cashbox".
|
||||
-
|
||||
!record {model: lunch.order.confirm, id: lunch_order_confirm_1}:
|
||||
confirm_cashbox: 'lunch_cashbox_cashbox0'
|
||||
- |
|
||||
Now I click on "Confirm Order" button of this wizard.
|
||||
-
|
||||
!python {model: lunch.order.confirm}: |
|
||||
self.confirm(cr, uid, [ref('lunch_order_confirm_1')], {'active_ids': [ref('lunch_order_1')]})
|
||||
|
||||
- |
|
||||
I check that the Total on the "Employee Cashbox" is -5.50
|
||||
-
|
||||
!assert {model: lunch.cashbox, id: lunch_cashbox_cashbox0}:
|
||||
- sum_remain == -5.50
|
||||
- |
|
||||
I reset the "Employee Cashbox" to zero using the "Set CashBox to Zero" wizard.
|
||||
-
|
||||
!record {model: lunch.cashbox.clean, id: lunch_cashbox_clean_0}:
|
||||
{}
|
||||
-
|
||||
Now click on "Set to Zero" button of this wizard.
|
||||
-
|
||||
!python {model: lunch.cashbox.clean, id: lunch_cashbox_clean_0}: |
|
||||
self.set_to_zero(cr, uid, [ref('lunch_cashbox_clean_0')], {'active_ids': [ref('lunch_cashbox_cashbox0')]})
|
||||
|
||||
- |
|
||||
I check that the Total on the "Employee Cashbox" is 0.0
|
||||
-
|
||||
!assert {model: lunch.cashbox, id: lunch_cashbox_cashbox0}:
|
||||
- sum_remain == 0.00
|
||||
|
||||
- |
|
||||
I cancel the order "LU002"
|
||||
-
|
||||
!record {model: lunch.order.cancel, id: lunch_order_cancel_0}:
|
||||
{}
|
||||
- |
|
||||
I click on "Yes" button of this wizard for cancel order.
|
||||
|
||||
-
|
||||
!python {model: lunch.order.cancel}: |
|
||||
self.cancel(cr, uid, [ref('lunch_order_cancel_0')], {'active_ids': [ref('lunch_order_1')]})
|
||||
|
||||
- |
|
||||
I test that the Cash Moves revord have been removed for the order LU002.
|
||||
-
|
||||
!assert {model: lunch.order, id: lunch_order_1}:
|
||||
- cashmove.id == False
|
||||
|
||||
- |
|
||||
I check that the Total on the "Employee Cashbox" is -2.75
|
||||
-
|
||||
!assert {model: lunch.cashbox, id: lunch_cashbox_cashbox0}:
|
||||
- sum_remain == -2.75
|
||||
|
||||
Reference in New Issue
Block a user