[IMP,ADD] Improved and add new file with comunication_with_customer.yml

bzr revid: ron@tinyerp.com-20111021133856-hdmkvg1j0k9q76dg
This commit is contained in:
ron@tinyerp.com
2011-10-21 19:08:56 +05:30
parent 68c6f3c3a0
commit d5239a04f2
5 changed files with 55 additions and 38 deletions
@@ -0,0 +1,51 @@
-
Communication by mail, Customer Interest with our product and to take functional
training with us.
-
!python {model: crm.lead}: |
#create message manually to create lead by(Mail) self.message_new(cr, uid, msg, context=None)
-
After getting the mail, I call to customer for more communication.
-
!python {model: crm.lead}: |
#schedule phonecall to customer
#search lead which came by customer and create function in crm.lead-schedule_phonecall to customer
-
Communication by phonecall with customer, customer want to meet us so I arrage
meeting for customer.
-
!python {model: crm.lead}: |
#schedule to arrange meeting with customer.
#search lead which came by customer and call to action_makeMeeting.
-
Customer do initial discussion with us on meeting, so I check confirm
meeting and after completed, meeting will be close.
-
!python {model: crm.meeting}: |
#open and close the meeting.
#search id from lead and open and close this meeting.
-
After communicated by meeting with customer, I send mail to more discussion
with Customer.
-
!python {model: crm.lead}: |
#send mail to customer.
-
Also another communication send Fax to customer and maintain communication history.
-
!record {model: crm.add.note, id: crm_add_note_time_schedule}:
#create fax history
#body: 'Timining Scenario to come office'
-
I give Fax to customer for our detail scenario of functional training timing
schedule.
-
!python {model: crm.add.note}: |
#add this fax history to lead
#self.action_add(cr, uid, [ref("crm_add_note_time_schedule")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
-
After Adding Fax scenario, I test it.
-
!python {model: crm.lead}: |
#checked Fax history added.
#search lead history and compare with record
@@ -4,7 +4,7 @@
!python {model: crm.lead}: |
self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_agrolait"))
-
After converted in opportunity, i test that lead is converted to opportunity.
After converted in opportunity, I test that lead is converted to opportunity.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
@@ -12,7 +12,7 @@
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
-
Finally, i won this opportunity, so i close this opportunity.
Finally, i won this opportunity, so I close this opportunity.
-
!python {model: crm.lead}: |
self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
@@ -24,19 +24,3 @@
assert lead.state == 'done', 'Opportunity is not in done state!'
assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
-
I add internal note to this opportunity, so i create note.
-
!record {model: crm.add.note, id: crm_add_note_won_opportunity}:
body: 'I won this Opportunity'
-
Apply this note to opportunity.
-
!python {model: crm.add.note}: |
self.action_add(cr, uid, [ref("crm_add_note_won_opportunity")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
-
I test Internal latest note added on opportunity .
-
- !python {model: crm.lead}: |
- lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
- assert lead.message_ids[0].subject == 'I won this Opportunity', 'Fail to Added interal note on opportunity'
@@ -4,7 +4,7 @@
!python {model: crm.lead}: |
self.convert_opportunity(cr, uid, [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], mass_convert=True)
-
First lead converted on opportunity.i test it.
First lead converted on opportunity, I test it.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_employee0'))
@@ -14,7 +14,7 @@
assert lead.partner_id.name == "Agrolait", 'Partner missmatch!'
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
-
Second lead converted on opportunity.i test it.
Second lead converted on opportunity, I test it.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
-12
View File
@@ -1,12 +0,0 @@
- |
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"
@@ -1,6 +0,0 @@
-
I test to arrage meeting from Phonecall, so i convert and check phonecall to meeting.
-
!python {model: crm.phonecall}: |
res = self.action_make_meeting(cr, uid, [ref('crm_case_phone06')])
assert res, "No create Meeting from phonecall"