[IMP,ADD] Improved and add new file with comunication_with_customer.yml
bzr revid: ron@tinyerp.com-20111021133856-hdmkvg1j0k9q76dg
This commit is contained in:
@@ -0,0 +1,51 @@
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-
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Communication by mail, Customer Interest with our product and to take functional
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training with us.
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-
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!python {model: crm.lead}: |
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#create message manually to create lead by(Mail) self.message_new(cr, uid, msg, context=None)
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-
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After getting the mail, I call to customer for more communication.
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!python {model: crm.lead}: |
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#schedule phonecall to customer
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#search lead which came by customer and create function in crm.lead-schedule_phonecall to customer
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-
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Communication by phonecall with customer, customer want to meet us so I arrage
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meeting for customer.
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-
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!python {model: crm.lead}: |
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#schedule to arrange meeting with customer.
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#search lead which came by customer and call to action_makeMeeting.
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Customer do initial discussion with us on meeting, so I check confirm
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meeting and after completed, meeting will be close.
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!python {model: crm.meeting}: |
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#open and close the meeting.
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#search id from lead and open and close this meeting.
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After communicated by meeting with customer, I send mail to more discussion
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with Customer.
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-
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!python {model: crm.lead}: |
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#send mail to customer.
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Also another communication send Fax to customer and maintain communication history.
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!record {model: crm.add.note, id: crm_add_note_time_schedule}:
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#create fax history
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#body: 'Timining Scenario to come office'
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-
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I give Fax to customer for our detail scenario of functional training timing
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schedule.
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-
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!python {model: crm.add.note}: |
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#add this fax history to lead
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#self.action_add(cr, uid, [ref("crm_add_note_time_schedule")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
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-
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After Adding Fax scenario, I test it.
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!python {model: crm.lead}: |
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#checked Fax history added.
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#search lead history and compare with record
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@@ -4,7 +4,7 @@
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_agrolait"))
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-
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After converted in opportunity, i test that lead is converted to opportunity.
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After converted in opportunity, I test that 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_case_qrecorp0'))
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@@ -12,7 +12,7 @@
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assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
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assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
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-
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Finally, i won this opportunity, so i close this opportunity.
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Finally, i won this opportunity, so I close this opportunity.
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!python {model: crm.lead}: |
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self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
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@@ -24,19 +24,3 @@
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assert lead.state == 'done', 'Opportunity is not in done state!'
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assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
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assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
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I add internal note to this opportunity, so i create note.
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!record {model: crm.add.note, id: crm_add_note_won_opportunity}:
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body: 'I won this Opportunity'
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-
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Apply this note to opportunity.
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-
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!python {model: crm.add.note}: |
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self.action_add(cr, uid, [ref("crm_add_note_won_opportunity")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
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-
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I test Internal latest note added on opportunity .
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-
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- !python {model: crm.lead}: |
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- lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
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- assert lead.message_ids[0].subject == 'I won this Opportunity', 'Fail to Added interal note on opportunity'
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@@ -4,7 +4,7 @@
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid, [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], mass_convert=True)
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-
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First lead converted on opportunity.i test it.
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First lead converted on opportunity, I test it.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_employee0'))
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@@ -14,7 +14,7 @@
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assert lead.partner_id.name == "Agrolait", 'Partner missmatch!'
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assert lead.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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Second lead converted on opportunity.i test it.
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Second lead converted on opportunity, I test it.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
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@@ -1,12 +0,0 @@
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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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@@ -1,6 +0,0 @@
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-
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I test to arrage meeting from Phonecall, so i convert and check phonecall to meeting.
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-
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!python {model: crm.phonecall}: |
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res = self.action_make_meeting(cr, uid, [ref('crm_case_phone06')])
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assert res, "No create Meeting from phonecall"
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