[REF] crm: 1) Rename process_crm_meeting.yml to crm_meeting.yml
2) Covered from confirmatation to close meeting bzr revid: ron@tinyerp.com-20111012103309-j71jwxzn52xbsnma
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@@ -0,0 +1,12 @@
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- |
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Customer want to do initial discussion with us so we will arrage meeting
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with them and checked also confirm meeting and after cheked it will be
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completed.
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-
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!python {model: crm.meeting}: |
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self.case_open(cr, uid, [ref('crm_case_initialdiscussion0')])
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meeting_rec = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
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assert meeting_rec.state == 'open', "Meeting is not in confirm state"
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self.case_close(cr, uid, [ref('crm_case_initialdiscussion0')])
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meeting_rec_close = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
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assert meeting_rec_close.state == 'done', "Meeting is not in done state"
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@@ -1,72 +0,0 @@
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- |
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Customer want to do initial discussion with us so we will arrage meeting or
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phonecalles or internal Meeting with them.
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-
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!assert {model: crm.meeting, id: crm.crm_case_initialdiscussion0}:
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- state == "draft"
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- |
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For Remember purpose for meeting, i put reminder "30 minutes before" and assign
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to meeting.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_case_initialdiscussion0')], {'alarm_id': ref("base_calendar.alarm5")})
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- |
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In order to check recurrence on meetings I will set Recurrency to Custom
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and I set the fields so that the meeting will occur weekly on Monday to Friday 10 times.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref("crm_case_initialdiscussion0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly'})
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- |
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The meeting is scheduled on Monday and Friday for 10 times so i can see from the calendar view
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-
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!python {model: crm.meeting}: |
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self.fields_view_get(cr, uid, False, 'calendar', context)
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- |
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We can check for one of the recurrent event and count the number of meeting.
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-
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!python {model: crm.meeting}: |
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import time
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from datetime import datetime, date, timedelta
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ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Initial discussion')], context={'virtual_id': True})
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assert len(ids) == 10
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- |
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If I want to edit meetings information for all occurrence I click on "Edit All" button.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_case_initialdiscussion0')], {'edit_all':'True'},context)
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- |
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I can see that new meeting form is opened with same value.
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I change some data for meeting and save it.
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I can see from meeting's calendar view that all meeting occurrences are changed accordingly.
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-
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!record {model: crm.meeting, id: crm.crm_case_initialdiscussion0}:
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alarm_id: base_calendar.alarm9
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rrule_type: weekly
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- |
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In order to invite people(internal user) for this meetings, Create record for
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people will come on meeting.
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-
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!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
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type: internal
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send_mail: False
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partner_id: base.res_partner_9
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user_ids:
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- base.user_demo
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-
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Now inviting those people which we are registered.
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-
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!python {model: base_calendar.invite.attendee}: |
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self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_case_initialdiscussion0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
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- |
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All conformation is completed for meeting now going to confirm meeting
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and we can check also after completion of meeting, it is done or not.
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-
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!python {model: crm.meeting}: |
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self.case_open(cr, uid, [ref('crm_case_initialdiscussion0')])
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meeting_rec = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
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assert meeting_rec.state == 'open', "Meeting is not in confirm state"
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self.case_close(cr, uid, [ref('crm_case_initialdiscussion0')])
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meeting_rec_close = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
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assert meeting_rec_close.state == 'done', "Meeting is not in done state"
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