[ADD] crm: Added a yaml for changes in stages for leads/opportunity.

bzr revid: uco@tinyerp.com-20110110125113-js0bqdeoxl0nlxd8
This commit is contained in:
uco (OpenERP)
2011-01-10 18:21:13 +05:30
parent 28d4fe2bec
commit e280af96b4
2 changed files with 91 additions and 0 deletions
+1
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@@ -126,6 +126,7 @@ Create dashboard for CRM that includes:
'test/test_crm_opportunity.yml',
'test/test_crm_phonecall.yml',
'test/test_crm_recurrent_meeting.yml',
'test/test_crm_stage_changes.yml',
],
'installable': True,
'active': False,
@@ -0,0 +1,90 @@
-
In order to test the changes on stage of a lead or an opportunity with OpenERP,
I create some leads and test the stage changes.
-
I want to change the probability to 0.0 when the opportunity is marked as lost.
So I set its Change probability automatically true.
-
!record {model: crm.case.stage, id: crm_case_stage_lost1}:
name: Lost
on_change: true
probability: 0.0
section_ids:
- crm.section_sales_department
sequence: 0.0
type: opportunity
-
I create a lead 'OpenERP Presentation'.
-
!record {model: crm.lead, id: crm_lead_openerppresentation0}:
categ_id: crm.categ_oppor4
day_close: 0.0
day_open: 0.0
name: OpenERP Presentation
planned_revenue: 0.0
probability: 0.0
section_id: crm.section_sales_department
-
I open the lead.
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref('crm_lead_openerppresentation0')])
-
I find that this lead can be converted to opportunity.
-
!record {model: crm.lead2opportunity, id: crm_lead2opportunity0}:
name: OpenERP Presentation
probability: 60.0
planned_revenue: 45000.0
-
So I convert the lead to opportunity.
-
!python {model: crm.lead2opportunity}: |
self.action_apply(cr, uid, [ref('crm_lead2opportunity0')], context={'active_id': ref('crm_lead_openerppresentation0')})
-
I check that lead is now converted to opportunity.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_lead_openerppresentation0'))
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
-
I mark this opportunity as lost.
-
!python {model: crm.lead}: |
self.case_mark_lost(cr, uid, [ref('crm_lead_openerppresentation0')])
-
Now I check whether the probability is set according to stage change or not.
-
!python {model: crm.lead}: |
opportunity = self.browse(cr, uid, ref('crm_lead_openerppresentation0'))
assert opportunity.stage_id.id == ref('crm.stage_opportunity6'), 'Stage is not changed!'
assert opportunity.probability == 0.0, 'Probability is wrong!'
-
I create one more opportunity.
-
!record {model: crm.lead, id: crm_lead_partnerdemo0}:
categ_id: crm.categ_oppor3
day_close: 0.0
day_open: 0.0
name: Partner Demo
planned_revenue: 50000.0
probability: 70.0
section_id: crm.section_sales_department
type: opportunity
-
I open this opportunity.
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref('crm_lead_partnerdemo0')])
-
I mark this opportunity as won.
-
!python {model: crm.lead}: |
self.case_close(cr, uid, [ref('crm_lead_partnerdemo0')])
-
I check whether the stage is changed to 'Won' and probability is 100.0 or not.
-
!python {model: crm.lead}: |
opportunity = self.browse(cr, uid, ref('crm_lead_partnerdemo0'))
assert opportunity.stage_id.id == ref('crm.stage_opportunity5'), 'Stage is not changed!'
assert opportunity.probability == 100.0, 'Probability is wrong!'