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c8b4c07d9b5bbf256249e9c51d6d5e83cf8b60cd
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18 Commits
Author SHA1 Message Date
ron@tinyerp.com c8b4c07d9b [ADD]: crm: Added new yml lead2_mass_convert_opportunity.yml 
1) cheked convert two lead to opportunity.
2) Checked record according to lead

bzr revid: ron@tinyerp.com-20111013131202-aku0tvzavpyz4efp
 2011-10-13 18:42:02 +05:30
ron@tinyerp.com 65304c97f7 [REF]: crm: Added more checking after convert opportunity from lead and also added partner on existing record on lead2opportunity.yml 
bzr revid: ron@tinyerp.com-20111013114304-wuxvpnnmubtc9s8r
 2011-10-13 17:13:04 +05:30
ron@tinyerp.com 57cc6f533c [REF, IMP]: crm: default value removed from phonecall2opportunity.yml 
bzr revid: ron@tinyerp.com-20111013071053-nqzonf822815l3ey
 2011-10-13 12:40:53 +05:30
ron@tinyerp.com f7da9553df [REF, IMP]: crm: All changes done on cancel_lead.yml 
1) Put more assert and done code more reliable,
2) checked all assert differently
3) Improved string

bzr revid: ron@tinyerp.com-20111013063411-bestdccmzkqo8w4y
 2011-10-13 12:04:11 +05:30
ron@tinyerp.com 5cdcd1bf45 [IMP]: crm: All changes done on phonecall2opportunity.yml 
1) string improved because put more assert,
2) Removed code search by name Its done by id all

bzr revid: ron@tinyerp.com-20111013055209-3e6741omkojcs9vm
 2011-10-13 11:22:09 +05:30
ron@tinyerp.com 08a288ecea [IMP]: crm: All changes done on lead2opportunity.yml 
1) string improved from lead to opportunity when lead has been qualified
2) checked probability after opportunity had won

bzr revid: ron@tinyerp.com-20111013051232-k9oih94g1fvmdhbh
 2011-10-13 10:42:32 +05:30
ron@tinyerp.com 371ad07f80 [REF] crm : 1) Renamed cancle_crm_lead.yml to cancel_lead.yml, 
2)Renamed crm_lead_to_opportunity.yml to lead2opportunity.yml, 
3)Renamed crm_lead_open.yml to lead_open.yml
4)Renamed crm_meeting.yml to meeting.yml
5)Renamed crm_phonecall.yml to phonecall2opportunity.yml

bzr revid: ron@tinyerp.com-20111012132402-9xichtqjqdwo5g8i
 2011-10-12 18:54:02 +05:30
ron@tinyerp.com 8e32600b09 [IMP] crm: Add more assert cheking and remove initial checking on crm_phonecall.yml 
bzr revid: ron@tinyerp.com-20111012125213-yq4vhekyblxl7017
 2011-10-12 18:22:13 +05:30
ron@tinyerp.com 0df8ef1c6c [REF] crm: 1) Rename process_crm_phonecall.yml to crm_phonecall.yml, 
2) Covered phonecall and its coverted to opportunity and close this phonecall

bzr revid: ron@tinyerp.com-20111012122141-7slvyilesfbxq1cw
 2011-10-12 17:51:41 +05:30
ron@tinyerp.com b864f6dbb7 [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
 2011-10-12 16:03:09 +05:30
ron@tinyerp.com aef95be470 [ADD] crm: 1) Added new crm_lead_to_opportunity.yml 
bzr revid: ron@tinyerp.com-20111012100134-gueog210ck07yhx6
 2011-10-12 15:31:34 +05:30
ron@tinyerp.com ac090c0b3e [REF] crm: 1) rename file process_crm_lead.yml to crm_lead_open.yml and its have checked till qualified lead 
bzr revid: ron@tinyerp.com-20111012091533-bwxqz7t6f5dsni1s
 2011-10-12 14:45:33 +05:30
ron@tinyerp.com cce4c999e1 [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
 2011-10-12 11:06:14 +05:30
ron@tinyerp.com e85f821523 [IMP] crm: String improvement in process_crm_meeting.yml 
bzr revid: ron@tinyerp.com-20111011130448-vtijq1p0s83o3e4y
 2011-10-11 18:34:48 +05:30
ron@tinyerp.com da3aca4263 [ADD, REF]: crm: 1) Moved test_crm_phonecall.yml to process/process_crm_phonecall.yml 
2) Removed Phonecall by log seduling,
3) Improved varibles names and conversion,
4) changed string Interview call to interest with openerp,
5) Improved all string regarding to end user and remove all string like coder,
6) Added stage after completion of phonecall and cheked that working properly or not

bzr revid: ron@tinyerp.com-20111011130050-vk24chpik6y4ijc4
 2011-10-11 18:30:50 +05:30
ron@tinyerp.com 618fc88e33 [ADD, REF]: crm: 1) Moved test_crm_meeting.yml to process/process_crm_meeting.yml 
2) Used demo data from xml file instead of created yml data,
3) Improved all string regarding to end user and remove all string like coder,
4) Added confirm state and done state of meeting and cheked its worked or not

bzr revid: ron@tinyerp.com-20111011100649-wmokfc1tiknua2zz
 2011-10-11 15:36:49 +05:30
ron@tinyerp.com d202549512 [ADD]: crm: 1) Add new yml on process folder cancle_crm_lead.yml 
2) Checked for lead from any stage, It will be cancle or not 
3) If Lead not handle by executive team so its need to Escalate lead from sales executive department to sales department
and checked that
4) Checked for lead cancle from Escalate stage

bzr revid: ron@tinyerp.com-20111011065503-x1o4pbhtkyaznuyp
 2011-10-11 12:25:03 +05:30
ron@tinyerp.com 3d82d827c8 [ADD, REF]: CRM: 1)Created new process folder and moved test_crm_lead.yml to process_crm_lead.yml, 
2)Removed unused created user for crm (process_crm_lead.yml), 
3)Changed Lead name New Customer to proper name, 
4)Removed Cancle operation from process_crm_lead.yml

bzr revid: ron@tinyerp.com-20111010132622-329w2fv0jbt0rc7y
 2011-10-10 18:56:22 +05:30