[IMP, REF]: crm: All Changes on process_crm_lead.yml,
1) Used demo data instead of yml creation data of lead, 2) Improved variables names and conversion, 3) Improved all string regarding to end user and remove all string like coder, 4) Removed mass wizard to convert lead to opportunity bzr revid: ron@tinyerp.com-20111012053614-4fddssqes817phtg
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ron@tinyerp.com
@@ -1,112 +1,80 @@
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- |
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I start by creating a new lead "Steave Jon" and I provide an address to this
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new customer, as well as an email "info@mycustomer.com".
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-
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!record {model: crm.lead, id: crm_lead_newcustomer0}:
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email_from: info@mycustomer.com
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name: Steave Jon
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partner_name: Capegemini
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partner_id: base.res_partner_9
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phone: (855) 924-4364
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mobile: (333) 715-1450
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section_id: crm.section_sales_department
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referred: False
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- |
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I check that the lead is in 'draft' state.
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Communication by phonecall or mail I got lead from Customer/partner, I test to created lead in initial stage.
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-
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in Draft}:
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- state == "draft"
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-
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I open lead by click on "Open" button.
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After some discussion about lead with customer/partner some possibillity to go ahead, so we are opening this lead.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
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self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
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fields={
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'day_open': 0.0,
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'day_close': 0.0
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}
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self._compute_day(cr, uid, [ref("crm_lead_newcustomer0")], fields, context)
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self._compute_day(cr, uid, [ref("crm_case_qrecorp0")], fields, context)
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- |
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I check that lead is now in 'open' state.
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In order to test lead, i will test lead is in open stage.
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-
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
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- state == "open"
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-
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I search id for case object.
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-
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!python {model: crm.case.categ}: |
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self._find_object_id(cr, uid, context)
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- |
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As the lead seems to be a real business opportunity, I will convert it to a
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partner
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and a business opportunity by clicking on the "Convert" button.
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As the lead seems to be a real business opportunity, I will convert it to a partner
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and a business opportunity.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
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action = self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
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lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
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action = self.convert_opportunity(cr, uid, [ref("crm_case_qrecorp0")], {'active_ids': [ref("crm_case_qrecorp0")]})
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assert action['res_model'] == 'crm.lead2opportunity.partner'
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-
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I select "create a new partner" option.
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In order to create partner, It is possible to check for partner is exiting or i will create new partner
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according to this lead. so first i will create new partner.
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-
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
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action: 'create'
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name: 'convert'
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-
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Then, Click on "Create Opportunity" button.
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In order to create opportunity and its created by new partner.
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-
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_case_qrecorp0")], 'active_id': ref("crm_case_qrecorp0")})
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-
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I select "Link to an existing partner" option.
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In order to test with exiting partner, so i will test with exiting partner and create opportunities based
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on exiting partner.
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-
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_1}:
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action: 'exist'
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-
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Then, Click on "Create Opportunity" button.
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Create opportunity based on exiting partner
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-
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_1")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_1")], {'active_ids': [ref("crm_case_qrecorp0")], 'active_id': ref("crm_case_qrecorp0")})
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-
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I select "Do not link to a partner" option.
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In order to test with no link wih partner, so i will test create opportunities based
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no link to any partner.
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-
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_2}:
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action: 'nothing'
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_2}:
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action: 'nothing'
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-
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Then, Click on "Create Opportunity" button.
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In order to test create opportunity based on no link to any partner.
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-
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_2")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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- |
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In order to check the opportunity is created or not, I check type.
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_2")], {'active_ids': [ref("crm_case_qrecorp0")], 'active_id': ref("crm_case_qrecorp0")})
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-
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In order to test lead, i will test to lead is converted to opportunity.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
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lead = self.browse(cr, uid, ref("crm_case_qrecorp0"))
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assert lead.type == 'opportunity'
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-
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I create mass report of lead to opprtunity partner.
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Finally, i won this lead and congratulation we have new partner so i will close this lead.
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-
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!record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
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user_ids:
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- base.user_root
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section_id: crm.section_sales_department
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!python {model: crm.lead}: |
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self.case_close(cr, uid, [ref("crm_case_qrecorp0")])
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-
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Then, execute that mass wizard.
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In order to test lead, i will test its on close or not.
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-
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!python {model: crm.lead2opportunity.partner.mass}: |
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self.mass_convert(cr, uid, [ref("crm_lead2opportunity_partner_mass0")],{'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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-
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I close lead by click on "close" button.
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-
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!python {model: crm.lead}: |
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self.case_close(cr, uid, [ref("crm_lead_newcustomer0")])
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- |
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I check that lead is now in 'done' state.
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-
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in done state}:
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!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in done state}:
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- state == "done"
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#-
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# |
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