[IMP] crm_partner_assign: Improved partner_assign.yml,
Tested and find nearest Partner functionality and assign that partner to opportunity bzr revid: ron@tinyerp.com-20111019120149-oy14qu84j5vb92ez
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ron@tinyerp.com
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@ -1,137 +1,37 @@
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In order to test Forward Partner functionality, I create an opportunity and forward it to partner.
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In order to test find nearest Partner functionality and assign to opportunity ,
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so First i create a grade 'First' for partner.
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I assign an email address to Administrator.
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!record {model: res.users, id: base.user_root}:
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user_email: admin@openerp.com
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I create some partner grades.
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I create a grade 'First'.
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!record {model: res.partner.grade, id: res_partner_grade_first0}:
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!record {model: res.partner.grade, id: res_partner_grade_first}:
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name: First
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sequence: 1
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I create another grade 'Second'.
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I assign grade 'First' to the partner 'Eric' and give more probability to assign a lead to this partner.
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!record {model: res.partner.grade, id: res_partner_grade_second0}:
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name: Second
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sequence: 2
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!record {model: res.partner, id: base.res_partner_ericdubois0}:
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grade_id: res_partner_grade_first
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partner_weight: 10
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I create one more grade 'Third'.
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!record {model: res.partner.grade, id: res_partner_grade_third0}:
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name: Third
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sequence: 3
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I assign grade 'First' to the partner 'Axelor'.
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!record {model: res.partner, id: base.res_partner_desertic_hispafuentes}:
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grade_id: res_partner_grade_first0
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I change the User email id or partner if needed.
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Set Lattitude and Longitude according to partner address.
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!python {model: res.partner}: |
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self.geo_localize(cr, uid, [ref('base.res_partner_desertic_hispafuentes')], context)
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self.geo_localize(cr, uid, [ref('base.res_partner_ericdubois0')], context)
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partner = self.browse(cr, uid, ref('base.res_partner_ericdubois0'))
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assert partner.partner_latitude == 50.4530495 , "Lattitude is wrong"
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assert partner.partner_longitude == 3.9693885 , "Longitude is wrong"
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I assgin a reply-to email address to Sales Team.
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!record {model: crm.case.section, id: crm.section_sales_department}:
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reply_to: sales_openerp@openerp.com
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I create an opportunity 'Questionnaire on OpenERP'.
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!record {model: crm.lead, id: crm_lead_questionnaireonopenerp0}:
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categ_id: crm.categ_oppor7
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section_id: crm.section_sales_department
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country_id: base.fr
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date_assign: '2011-02-07'
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day_close: 0.0
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day_open: 0.0
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email_from: info@axelor.com
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name: Questionnaire on OpenERP
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partner_address_id: base.res_partner_address_3000
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partner_assigned_id: base.res_partner_desertic_hispafuentes
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partner_id: base.res_partner_desertic_hispafuentes
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partner_latitude: 0.0
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partner_longitude: 0.0
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phone: +33 1 64 61 04 01
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planned_revenue: 0.0
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probability: 0.0
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type: opportunity
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I change the assigned partner.
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I would like to change the assign partner on opportunity, so find nearest partner assign to this opportunity.
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!python {model: crm.lead}: |
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self.onchange_assign_id(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'), context)
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self.assign_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context)
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res = self.onchange_assign_id(cr, uid, [ref('crm.crm_case_abcfuelcounits0')], ref('base.res_partner_ericdubois0'), context)
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assert res['value']['user_id'] == ref('base.user_demo'), "User not correct"
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self.assign_partner(cr, uid, [ref('crm.crm_case_abcfuelcounits0')], context)
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I change the User email id or partner if needed.
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In order to assigned partner to opportunity, so i test latitude and longitude of partner of opportunity
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and opportuniy assign to assigned partner.
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!python {model: crm.lead.forward.to.partner}: |
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context.update({'history': 'latest', })
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user = ref('base.user_root')
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self.on_change_email(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], user)
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self.on_change_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'))
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I change in history define.
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!python {model: crm.lead.forward.to.partner}: |
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context.update({'history': 'info', })
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self.on_change_history(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context.get('history'), context)
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I check the case history.
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!python {model: crm.lead.forward.to.partner}: |
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context.update({'history': 'latest', })
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self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
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context.update({'history': 'info', })
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self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
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context.update({'history': 'whole', })
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self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
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I get lead details.
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!python {model: crm.lead.forward.to.partner}: |
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self.get_lead_details(cr, uid, ref('crm_lead_questionnaireonopenerp0'), context)
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I click on Forward button.
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!python {model: crm.lead.forward.to.partner}: |
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from tools import config
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vals = {
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'subject': 'email',
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'email_to': 'info@axelor.com',
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'email_from': 'Administrator <admin@openerp.com>',
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'reply_to': 'sales_openerp@openerp.com',
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'state': 'draft',
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'history': 'latest',
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}
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ids = self.create(cr, uid, vals, context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
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host = config.get('smtp_user', '127.0.0.1')
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assert config.get(host, True), 'SMTP not configured !'
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try:
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self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
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except:
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pass
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I create the opportunity.
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!record {model: crm.lead, id: crm_opportunity2}:
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email_from: info@balmerinc.be
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name: 'FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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- |
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I Update the data.
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!python {model: crm.merge.opportunity}: |
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self._update_data([ref('crm_opportunity2')], ref('crm_lead_questionnaireonopenerp0'))
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, [ref('crm.crm_case_abcfuelcounits0')])[0]
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assert lead.partner_latitude == 50.8495239 , "Lattitude is wrong"
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assert lead.partner_longitude == 4.3667002 , "Longitude is wrong"
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assert lead.partner_assigned_id.id == ref('base.res_partner_ericdubois0') , "Opportuniy not assign partner"
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