Fabien Pinckaers
f255aa7b36
Stages are now sales team dependant, and not shared anymore. This comes with a sales-team way of working : - sales team is the entrance point, click on the big Pipeline button to see the opportunities pipeline of this specific sales team - no more opportunities menu entry, as you should come from a sales team - leads are still sales-team agnostic The stage management has been updated : - Won is still a stage (probability=100, onchange=1). - Lost is not a stage anymore. Lost is equivalent to archiving. Archiving uses the active field. Setting a lead or an opportunity as lost set them as unactive. Downside of the no more share policy: multi sales team opportunities management can quickly become complicated. Indeed you may have stages with the same name, not being the same stage, therefore not displayed in the same column. Grouping on the stage name leads to other issues (sequencing incoherence, impossible to drag n drop), so this is not an option.
89 lines
3.5 KiB
YAML
89 lines
3.5 KiB
YAML
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Giving access rights of salesman to convert the lead into opportunity.
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!context
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uid: 'crm_res_users_salesman'
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In order to test the conversion of a lead into a opportunity,
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I set lead to open stage.
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!python {model: crm.lead}: |
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self.write(cr, uid, [ref("crm_case_3")],{'stage_id':ref("stage_lead1")})
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I check if the lead stage is "Open".
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!assert {model: crm.lead, id: crm.crm_case_3, string: Lead stage is Open}:
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- stage_id.sequence == 1
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I convert lead into opportunity for exiting customer.
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid ,[ref("crm_case_3")], ref("base.res_partner_2"))
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I check details of converted opportunity.
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_3'))
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assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
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assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
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Now I schedule meeting with customer.
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!python {model: crm.lead}: |
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self.action_schedule_meeting(cr, uid, [ref('crm_case_3')])
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After communicated with customer, I put some notes with contract details.
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!python {model: crm.lead}: |
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self.message_post(cr, uid, [ref('crm_case_3')], subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
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I convert mass lead into opportunity customer.
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!python {model: crm.lead2opportunity.partner.mass}: |
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context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")})
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id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'team_id': ref('sales_team.team_sales_department')}, context=context)
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self.mass_convert(cr, uid, [id], context=context)
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Now I check first lead converted on opportunity.
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('crm_case_13'))
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assert opp.name == "Plan to buy 60 keyboards and mouses", "Opportunity name not correct"
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assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
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expected_partner = "Will McEncroe"
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assert opp.partner_id.name == expected_partner, 'Partner mismatch! %s vs %s' % (opp.partner_id.name, expected_partner)
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assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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Then check for second lead converted on opportunity.
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!python {model: crm.lead}: |
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opp = self.browse(cr, uid, ref('crm_case_2'))
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assert opp.name == "Interest in Your New Software", "Opportunity name not correct"
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assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
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I loose the second opportunity
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!python {model: crm.lead}: |
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self.case_mark_lost(cr, uid, [ref("crm_case_2")])
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I check details of the opportunity after the loose
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_2'))
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assert lead.probability == 0.0, "Revenue probability should be 0.0!"
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I confirm review needs meeting.
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!python {model: calendar.event}: |
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context.update({'active_model': 'calendar.event'})
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self.write(cr, uid, [ref('calendar.calendar_event_4')], {'state': 'open'})
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I invite a user for meeting.
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!python {model: calendar.attendee}: |
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meeting_id = self.create(cr, uid, {'partner_id': ref('base.partner_root'), 'email': 'user@meeting.com' })
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self.do_accept(cr, uid, [meeting_id])
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