[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
This commit is contained in:
ron@tinyerp.com
2011-10-12 16:03:09 +05:30
parent aef95be470
commit b864f6dbb7
2 changed files with 12 additions and 72 deletions
+12
View File
@@ -0,0 +1,12 @@
- |
Customer want to do initial discussion with us so we will arrage meeting
with them and checked also confirm meeting and after cheked it will be
completed.
-
!python {model: crm.meeting}: |
self.case_open(cr, uid, [ref('crm_case_initialdiscussion0')])
meeting_rec = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
assert meeting_rec.state == 'open', "Meeting is not in confirm state"
self.case_close(cr, uid, [ref('crm_case_initialdiscussion0')])
meeting_rec_close = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
assert meeting_rec_close.state == 'done', "Meeting is not in done state"
@@ -1,72 +0,0 @@
- |
Customer want to do initial discussion with us so we will arrage meeting or
phonecalles or internal Meeting with them.
-
!assert {model: crm.meeting, id: crm.crm_case_initialdiscussion0}:
- state == "draft"
- |
For Remember purpose for meeting, i put reminder "30 minutes before" and assign
to meeting.
-
!python {model: crm.meeting}: |
self.write(cr, uid, [ref('crm_case_initialdiscussion0')], {'alarm_id': ref("base_calendar.alarm5")})
- |
In order to check recurrence on meetings I will set Recurrency to Custom
and I set the fields so that the meeting will occur weekly on Monday to Friday 10 times.
-
!python {model: crm.meeting}: |
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'})
- |
The meeting is scheduled on Monday and Friday for 10 times so i can see from the calendar view
-
!python {model: crm.meeting}: |
self.fields_view_get(cr, uid, False, 'calendar', context)
- |
We can check for one of the recurrent event and count the number of meeting.
-
!python {model: crm.meeting}: |
import time
from datetime import datetime, date, timedelta
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})
assert len(ids) == 10
- |
If I want to edit meetings information for all occurrence I click on "Edit All" button.
-
!python {model: crm.meeting}: |
self.write(cr, uid, [ref('crm_case_initialdiscussion0')], {'edit_all':'True'},context)
- |
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 occurrences are changed accordingly.
-
!record {model: crm.meeting, id: crm.crm_case_initialdiscussion0}:
alarm_id: base_calendar.alarm9
rrule_type: weekly
- |
In order to invite people(internal user) for this meetings, Create record for
people will come on meeting.
-
!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
type: internal
send_mail: False
partner_id: base.res_partner_9
user_ids:
- base.user_demo
-
Now inviting those people which we are registered.
-
!python {model: base_calendar.invite.attendee}: |
self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_case_initialdiscussion0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
- |
All conformation is completed for meeting now going to confirm meeting
and we can check also after completion of meeting, it is done or not.
-
!python {model: crm.meeting}: |
self.case_open(cr, uid, [ref('crm_case_initialdiscussion0')])
meeting_rec = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
assert meeting_rec.state == 'open', "Meeting is not in confirm state"
self.case_close(cr, uid, [ref('crm_case_initialdiscussion0')])
meeting_rec_close = self.browse(cr, uid, ref("crm_case_initialdiscussion0"))
assert meeting_rec_close.state == 'done', "Meeting is not in done state"