[IMP]crm_* : Remove extra space
bzr revid: dbr@tinyerp.com-20110908102935-r3x7a03psb3j3bo0
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@ -4,12 +4,12 @@
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starts with a fist contact with a customer (a lead), which will be converted to a
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business opportunity and a partner.
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-
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Check installer report
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I check installer report.
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-
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!record {model: base.setup.installer , id: base_action_rule_0_1}:
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name: Test_action
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-
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Create the view at the time of setup.
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I create the view at the time of setup.
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-
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!python {model: base.setup.installer}: |
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self.fields_view_get(cr, uid,view_id=None, view_type='form', context=None, toolbar=False, submenu=False)
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@ -41,12 +41,12 @@
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section_id: crm.section_sales_department
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referred: False
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- |
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I check that the lead is in 'draft' state,
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I check that the lead is in 'draft' state.
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-
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
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- state == "draft"
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-
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I open lead by click on "Open" button,
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I open lead by click on "Open" button.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
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@ -109,7 +109,7 @@
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Then, Click on "Create Opportunity" button of this wizard.
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-
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_2")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_2")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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- |
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In order to check the opportunity is created or not, I check type.
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-
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@ -118,20 +118,20 @@
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assert lead.type == 'opportunity'
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-
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Creating crm.lead2opportunity.partner.mass report
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I create mass report of lead to opprtunity partner.
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-
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!record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
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user_ids:
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user_ids:
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- base.user_root
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section_id: crm.section_sales_department
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-
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Then, execute lead2opportunity.partner.mass wizard.
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Then, execute that mass wizard.
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-
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!python {model: crm.lead2opportunity.partner.mass}: |
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self.mass_convert(cr, uid, [ref("crm_lead2opportunity_partner_mass0")],{'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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-
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Creating notes.
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I create notes.
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-
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!record {model: crm.add.note, id: crm_add_note0}:
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{}
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@ -146,18 +146,12 @@
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except:
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pass
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-
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Creating crm.send.mail report
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I create send mail report.
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-
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!record {model: crm.send.mail, id: crm_send_mail0}:
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#email_to: info@axelor.com
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#email_from: admin@openerp.com
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#reply_to: sales_openerp@openerp.com
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#subject: latest
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#body: test
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#state: draft
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{}
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-
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I close lead by click on "close" button,
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I close lead by click on "close" button.
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-
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!python {model: crm.send.mail}: |
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fields = {
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@ -172,7 +166,7 @@
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#self.action_mass_send(cr, uid, [ref('crm_send_mail0')], {'active_ids':[ref('crm_send_mail0')],'active_id':ref('crm_send_mail0')})
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self.get_reply_defaults(cr, uid, fields, {'active_ids':[ref('crm_send_mail0')],'active_id':ref('crm_send_mail0')})
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-
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I close lead by click on "close" button,
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I close lead by click on "close" button.
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-
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!python {model: crm.lead}: |
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self.case_close(cr, uid, [ref("crm_lead_newcustomer0")])
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@ -182,7 +176,7 @@
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in done state}:
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- state == "done"
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-
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cancel lead by click on "cancel" button,
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I cancel lead by click on "cancel" button.
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-
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!python {model: crm.lead}: |
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self.case_cancel(cr, uid, [ref("crm_lead_newcustomer0")])
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@ -190,7 +184,7 @@
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I check that lead is now in 'cancel' state.
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-
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!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in cancel state}:
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- state == "cancel"
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- state == "cancel"
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#-
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# |
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@ -208,4 +202,3 @@
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- |
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I Reply to last Email to lead with some document attached.and check that communication history generated or not.
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@ -3,7 +3,7 @@
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I will create new full configured record and carry test on it.
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- |
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I Start by creating "Demo Sales Team" with No Unlink.
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Creating a crm.case.section record
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I create a crm.case.section record.
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-
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!record {model: crm.case.section, id: crm_case_section_demosalesteam}:
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code: DEMO
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@ -26,9 +26,9 @@
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I assign segmentation.
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-
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!record {model: res.users, id: res_users_usercrm0}:
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context_section_id: crm_case_section_demosalesteam
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context_section_id: crm_case_section_demosalesteam
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- |
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Creating a new lead "Demo Customer" and I provide an address to this
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I create a new lead "Demo Customer" and I provide an address to this
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demo customer and email "info@democustomer.com" and Also "Demo Sales Team".
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-
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!record {model: crm.lead, id: crm_lead_democustomer}:
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@ -41,7 +41,7 @@
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referred: False
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type: lead
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-
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I check that the lead is in 'draft' state,
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I check that the lead is in 'draft' state.
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-
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!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Draft}:
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- state == "draft"
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@ -61,7 +61,7 @@
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I assigning contact detail to the Lead "Demo Customer" with address.
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-
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!python {model: crm.lead}: |
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self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
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self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
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-
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I selecting email "Opt-out" option for the "Demo Customer" Lead.
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@ -75,7 +75,7 @@
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!python {model: crm.lead}: |
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self.on_change_optin(cr, uid, ref("crm_lead_democustomer"), True)
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-
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I open lead by click on "Open" button,
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I open lead by click on "Open" button.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_democustomer")])
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@ -90,7 +90,7 @@
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!python {model: crm.lead}: |
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self.case_reset(cr, uid, [ref("crm_lead_democustomer")])
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-
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I again opening lead by click on "Open" button,
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I again opening lead by click on "Open" button.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_lead_democustomer")])
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@ -100,7 +100,7 @@
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!python {model: crm.lead}: |
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self.stage_next(cr, uid, [ref("crm_lead_democustomer")], context={'stage_type': 'lead'})
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-
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I try to Unlink the Lead "Demo Customer" demo Lead
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I try to Unlink the Lead "Demo Customer" demo Lead.
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-
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!python {model: crm.lead}: |
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try:
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@ -108,7 +108,7 @@
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except:
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pass
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-
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I setting Lead "Demo Customer" to Pending State
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I setting Lead "Demo Customer" to Pending State.
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-
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!python {model: crm.lead}: |
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self.case_pending(cr, uid, [ref("crm_lead_democustomer")])
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!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Pending state}:
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- state == "pending"
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-
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Now i Escalate the Lead "Demo Customer" Parent "Sales Team".
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Now I Escalate the Lead "Demo Customer" Parent "Sales Team".
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-
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!python {model: crm.lead}: |
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self.case_escalate(cr, uid, [ref("crm_lead_democustomer")])
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-
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Now i add Internal Note Saying Escalated Reason
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Creating a crm.add.note record
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-
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-
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Now I add Internal Note Saying Escalated Reason.
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-
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!record {model: crm.add.note, id: crm_add_note_0}:
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body: Sales Lead Has Been Escalated Due to Some Technical reason to the parent 'Sales
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Team'
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state: unchanged
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-
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I click aa note button to attach the record
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-
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I click a note button to attach the record.
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-
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!python {model: crm.add.note}: |
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context['active_model'] = "crm.lead"
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context['active_ids'] = [ref("crm_lead_democustomer")]
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self.action_add(cr, uid, [ref("crm_add_note_0")], context=context)
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-
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Now i Copying this lead "Demo Customer" to New Lead.
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Now I Copying this lead "Demo Customer" to New Lead.
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-
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!python {model: crm.lead}: |
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self.copy(cr, uid, ref("crm_lead_democustomer"))
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-
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Checking the Lead Copied or Not.
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I checking the Lead Copied or Not.
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-
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!python {model: crm.lead}: |
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sid = self.search(cr, uid, [('name', '=', 'Demo Customer'),('state', '=', 'draft')])
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if not sid:
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raise AssertionError("Lead is not copied Successfully")
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@ -2,8 +2,8 @@
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Now I will test Meetings which may be customer meeting or phonecall meeting or
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internal Meeting.
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- |
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I start by creating a new Meeting.
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-
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I start by creating a new Meeting.
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-
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!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
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categ_id: crm.categ_meet2
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date: !eval time.strftime('%Y-%m-%d 16:04:00')
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section_id: crm.section_sales_department
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- |
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I check that the Meetings is in 'UnConfirmed' state.
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-
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-
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!assert {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
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- state == "draft"
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- state == "draft"
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- |
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I can set reminder on meeting if I put reminder "40 minutes before"
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I can set reminder on meeting if I put reminder "40 minutes before" .
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- |
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For that, I first create alarm.
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-
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-
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!record {model: res.alarm, id: res_alarm_minituesbefore0}:
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name: 40 minutes before
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trigger_duration: 40
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@ -33,51 +33,51 @@
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trigger_occurs: before
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trigger_related: start
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- |
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Now I will assign this reminder.
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Now I will assign this reminder.
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- !python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'alarm_id': ref("res_alarm_minituesbefore0")})
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- |
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In order to check recurrence on meetings I will set Recurrency to Custom
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and I set the fields so that the meeting will occur weekly on Monday and Friday 10 times
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and I set the fields so that the meeting will occur weekly on Monday and Friday 10 times.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref("crm_meeting_regardingpresentation0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly'})
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- |
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I can see from the calendar view that the meeting is scheduled on Monday and Friday
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for 10 times,
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for 10 times.
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-
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!python {model: crm.meeting}: |
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self.fields_view_get(cr, uid, False, 'calendar', context)
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- |
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- |
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I will search for one of the recurrent event and count the number of meeting.
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-
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!python {model: crm.meeting}: |
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import time
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from datetime import datetime, date, timedelta
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ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Regarding Presentation')], context={'virtual_id': True})
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assert len(ids) == 10
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assert len(ids) == 10
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- |
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Now If I want to edit meetings information for all occurrence I click on "Edit All" button.
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-
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!python {model: crm.meeting}: |
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self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'edit_all':'True'},context)
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- |
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I can see that new meeting form is opened with same value
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I change some data for meeting and save it
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I can see from meeting's calendar view that all meeting occurrences are changed accordingly
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-
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- |
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I can see that new meeting form is opened with same value.
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I change some data for meeting and save it.
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I can see from meeting's calendar view that all meeting occurrences are changed accordingly.
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-
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!record {model: crm.meeting, id: crm.crm_meeting_regardingpresentation0}:
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alarm_id: base_calendar.alarm9
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rrule_type: weekly
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- |
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- |
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In order to invite people for this meetings, I click on "Invite People" button
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I can invite internal user.
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-
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I can invite internal user.
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-
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!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
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type: internal
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send_mail: False
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user_ids:
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- base.user_demo
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-
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I click on "Invite" button of "Invite attendee" wizard.
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I click on "Invite" button of "Invite attendee" wizard.
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-
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!python {model: base_calendar.invite.attendee}: |
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self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
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self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
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- |
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After direct/indirect confirmation for meetings I can confirm meeting
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After direct/indirect confirmation for meetings I can confirm meeting.
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-
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!python {model: crm.meeting}: |
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self.case_open(cr, uid, [ref('crm_meeting_regardingpresentation0')])
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@ -32,7 +32,7 @@
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- |
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I can see that Meeting's calendar view is shown.
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then I click on the date on which I want to schedule meeting.
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I fill proper data for that meeting and save it
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I fill proper data for that meeting and save it.
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-
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!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
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date: !eval time.strftime('%Y-%m-%d 00:00:00')
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@ -50,13 +50,13 @@
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I click on "schedule call" button and select planned date for the call.
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-
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!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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name: 'ABC FUEL CO 829264 - 10002 units'
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section_id: crm.section_sales_department
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user_id: base.user_demo
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categ_id: crm.categ_phone1
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- |
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schedule phonecall by apply (action_apply)function of opportunity2phoncall wizard
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schedule phonecall by opportunity2phoncall wizard.
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-
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!python {model: crm.opportunity2phonecall}: |
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self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
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I can see phonecall record after click on "Schedule call" wizard.
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-
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!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
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duration: 3.0
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name: 'ABC FUEL CO 829264 - 10002 units'
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partner_address_id: base.res_partner_address_1
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@ -92,7 +92,7 @@
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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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Create the opportunity 'FUEL CO'.
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I create the opportunity 'FUEL CO'.
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-
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!record {model: crm.lead, id: crm_opportunity_2}:
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email_from: info@balmerinc.be
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@ -104,7 +104,7 @@
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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 Merge two Opportunities,
|
||||
I Merge two Opportunities.
|
||||
-
|
||||
!python {model: crm.merge.opportunity}: |
|
||||
op_list = [ref('crm_opportunity_1'),ref('crm_opportunity_2')]
|
||||
|
|
|
@ -17,7 +17,7 @@
|
|||
!assert {model: crm.lead, id: crm_opportunity_demotestopportunity, string: Opportunity in Draft}:
|
||||
- state == "draft"
|
||||
-
|
||||
I open opportunity by click on "Open" button,
|
||||
I open opportunity by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_opportunity_demotestopportunity")])
|
||||
|
|
|
@ -17,7 +17,7 @@
|
|||
Now, click on "Continue" button of this wizard.
|
||||
-
|
||||
!python {model: crm.phonecall2partner}: |
|
||||
|
||||
|
||||
self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_interviewcall0")]})
|
||||
self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
|
||||
self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
|
||||
|
@ -45,7 +45,7 @@
|
|||
|
||||
- |
|
||||
And I check that the phonecall and the newly created business opportunity is linked
|
||||
to same partner
|
||||
to same partner.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_interviewcall0'))
|
||||
|
@ -56,7 +56,7 @@
|
|||
|
||||
- |
|
||||
I schedule Meeting on this current phonecall by clicking on "schedule
|
||||
Meeting"
|
||||
Meeting".
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
|
||||
|
@ -64,7 +64,7 @@
|
|||
- |
|
||||
I can see that Meeting's calendar view is shown.
|
||||
then I click on the date on which I want schedule meeting.
|
||||
I fill proper data for that meeting and save it
|
||||
I fill proper data for that meeting and save it.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_interviewcall0}:
|
||||
alarm_id: base_calendar.alarm3
|
||||
|
|
|
@ -15,7 +15,7 @@
|
|||
self.onchange_partner_address_id(cr, uid,[ref("crm_phonecall_dummycall")], ref("base.res_partner_address_8invoice"))
|
||||
|
||||
-
|
||||
I setting Phone call to Held (Done)
|
||||
I setting Phone call to Held (Done).
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.case_close(cr, uid, [ref("crm_phonecall_dummycall")])
|
||||
|
|
|
@ -95,4 +95,3 @@
|
|||
meeting_ids = self.search(cr, uid, [('recurrent_uid', '=', ref('crm_meeting_reviewcodewithprogrammer0')), ('recurrent_id','=','2011-04-25 12:47:00')], context)
|
||||
assert meeting_ids, 'Meeting is not edited !'
|
||||
|
||||
|
|
@ -1,7 +1,7 @@
|
|||
- |
|
||||
Now I will test segmentation which create specific partner categories criteria.
|
||||
-
|
||||
Creating a new segmentation record.
|
||||
I create a new segmentation record.
|
||||
-
|
||||
!record {model: crm.segmentation, id: crm_segmentation_id_0}:
|
||||
categ_id: base.res_partner_category_5
|
||||
|
@ -10,18 +10,18 @@
|
|||
som_interval: 0.0
|
||||
sales_purchase_active : True
|
||||
-
|
||||
Now, Start the process,
|
||||
Now, Start the process.
|
||||
-
|
||||
!python {model: crm.segmentation}: |
|
||||
self.process_start(cr, uid, [ref("crm_segmentation_id_0")],context)
|
||||
-
|
||||
Continue the segmentation process.
|
||||
I continue the segmentation process.
|
||||
-
|
||||
!python {model: crm.segmentation}: |
|
||||
context.update({'start': True})
|
||||
self.process_continue(cr, uid, [ref("crm_segmentation_id_0")], context)
|
||||
-
|
||||
Create the segmentation line.
|
||||
I create the segmentation line.
|
||||
-
|
||||
!record {model: crm.segmentation.line, id: crm_segmentation_line_id_0}:
|
||||
expr_name: sale
|
||||
|
@ -32,7 +32,7 @@
|
|||
segmentation_id: crm_segmentation_id_0
|
||||
|
||||
-
|
||||
Checking the Segmentation line record.
|
||||
I check the Segmentation line record.
|
||||
-
|
||||
!python {model: crm.segmentation.line}: |
|
||||
self.test(cr, uid, [ref("crm_segmentation_line_id_0")],partner_id=0)
|
||||
|
|
|
@ -1,10 +1,10 @@
|
|||
-
|
||||
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.stage_lead6}:
|
||||
name: Lost
|
||||
on_change: true
|
||||
|
@ -12,9 +12,9 @@
|
|||
section_ids:
|
||||
- crm.section_sales_department
|
||||
sequence: 0
|
||||
-
|
||||
-
|
||||
I create a lead 'Test Lead1'.
|
||||
-
|
||||
-
|
||||
!record {model: crm.lead, id: crm_lead_openerppresentation0}:
|
||||
categ_id: crm.categ_oppor4
|
||||
day_close: 0.0
|
||||
|
@ -29,17 +29,17 @@
|
|||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref('crm_lead_openerppresentation0')])
|
||||
-
|
||||
I assigning stage
|
||||
I assigning stage.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_stage_id(cr, uid, [ref('crm_lead_openerppresentation0')], [], context)
|
||||
-
|
||||
I assigning stage
|
||||
I assigning percent.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.stage_find_percent(cr, uid, 10.0, [])
|
||||
-
|
||||
I find that this lead can be converted to opportunity.
|
||||
I find that this lead can be converted to opportunity.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner0}:
|
||||
action: 'create'
|
||||
|
|
|
@ -1,8 +1,8 @@
|
|||
- |
|
||||
Now Create test cases for Sharing meeting with other calendar clients like sunbird
|
||||
Now Create test cases for Sharing meeting with other calendar clients like sunbird.
|
||||
- |
|
||||
I start by creating a new Meeting.
|
||||
-
|
||||
I start by creating a new Meeting.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_regardingsharing0}:
|
||||
categ_id: crm.categ_meet2
|
||||
date: !eval time.strftime('%Y-%m-%d 16:04:00')
|
||||
|
@ -17,7 +17,7 @@
|
|||
section_id: crm.section_sales_department
|
||||
|
||||
-
|
||||
Check the export functionality.
|
||||
I check the export functionality.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.export_cal(cr, uid, [ref('crm_meeting_regardingsharing0')], context)
|
||||
|
@ -30,9 +30,8 @@
|
|||
'date_deadline':time.strftime('%Y-%m-%d 20:20:00'),
|
||||
'id':ref('crm_meeting_regardingsharing0'),
|
||||
'recurrent_id': time.strftime('%Y-%m-%d 50:00:00'),
|
||||
})
|
||||
})
|
||||
try:
|
||||
self.check_import(cr, uid, vals, context)
|
||||
except:
|
||||
pass
|
||||
|
||||
|
|
|
@ -1,10 +1,10 @@
|
|||
- |
|
||||
Now I check claims which contain customer claim information about document
|
||||
related problem, product related problem.
|
||||
related problem, product related problem.
|
||||
- |
|
||||
I start by creating new claims for Damaged product as Value Claims with priority High and specify
|
||||
I start by creating new claims for Damaged product as Value Claims with priority High and specify
|
||||
date of claim at which claim is created.
|
||||
-
|
||||
-
|
||||
!record {model: crm.claim, id: crm_claim_damagedproduct0}:
|
||||
categ_id: crm_claim.categ_claim2
|
||||
date: !eval time.strftime('%Y-%m-%d %H:%M:%S')
|
||||
|
@ -21,24 +21,24 @@
|
|||
!assert {model: crm.claim, id: crm_claim_damagedproduct0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
I can change that stage by next button right on it
|
||||
I can change that stage by next button right on it.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
|
||||
self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
|
||||
- |
|
||||
I make this claim as Open
|
||||
I make this claim as Open.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.case_open(cr, uid, [ref('crm_claim_damagedproduct0')])
|
||||
- |
|
||||
I am changing partner Assigned to the Claim
|
||||
I am changing partner Assigned to the Claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], [])
|
||||
self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], [])
|
||||
self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], ref('base.res_partner_10'))
|
||||
- |
|
||||
I am changing partner Address to the Claim
|
||||
I am changing partner Address to the Claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.onchange_partner_address_id(cr, uid, [ref('crm_claim_damagedproduct0')], [], email = False)
|
||||
|
||||
self.onchange_partner_address_id(cr, uid, [ref('crm_claim_damagedproduct0')], [], email = False)
|
||||
|
||||
|
|
|
@ -1,11 +1,11 @@
|
|||
- |
|
||||
Now I start test Fund Raising which contain information about Donation or charity
|
||||
Now I start test Fund Raising which contain information about Donation or charity
|
||||
given by user.
|
||||
- |
|
||||
I start by creating new Funds entry for donation for books to poor school children
|
||||
I start by creating new Funds entry for donation for books to poor school children
|
||||
with cost 500000.00 and category as "Learning And Education"
|
||||
I make payment by Cheque so I make sure that the mode on fund is selected as cheque
|
||||
-
|
||||
I make payment by Cheque so I make sure that the mode on fund is selected as cheque.
|
||||
-
|
||||
!record {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
|
||||
categ_id: crm_fundraising.categ_fund2
|
||||
email_from: info@balmerinc.be
|
||||
|
@ -21,12 +21,12 @@
|
|||
!assert {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
Now I open Funds by click on "Open" button
|
||||
Now I open Funds by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.fundraising}: |
|
||||
self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
|
||||
- |
|
||||
self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
|
||||
- |
|
||||
I can close Funds by click on "Done" button.
|
||||
-
|
||||
!python {model: crm.fundraising}: |
|
||||
self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
|
||||
self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
|
||||
|
|
|
@ -11,7 +11,7 @@
|
|||
partner_id: base.res_partner_9
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
Create the message.
|
||||
I create the message.
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
msg = {
|
||||
|
@ -28,7 +28,7 @@
|
|||
!assert {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
In order to make this helpdesk request to be considered I make it "Open"
|
||||
In order to make this helpdesk request to be considered I make it "Open".
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
self.case_open(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
|
||||
|
|
|
@ -31,7 +31,7 @@
|
|||
!record {model: res.partner, id: base.res_partner_desertic_hispafuentes}:
|
||||
grade_id: res_partner_grade_first0
|
||||
-
|
||||
Change the User email id or partner if needed.
|
||||
I change the User email id or partner if needed.
|
||||
-
|
||||
!python {model: res.partner}: |
|
||||
self.geo_localize(cr, uid, [ref('base.res_partner_desertic_hispafuentes')], context)
|
||||
|
@ -68,7 +68,7 @@
|
|||
self.onchange_assign_id(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'), context)
|
||||
self.assign_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context)
|
||||
-
|
||||
Change the User email id or partner if needed.
|
||||
I change the User email id or partner if needed.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'history': 'latest', })
|
||||
|
@ -76,7 +76,7 @@
|
|||
self.on_change_email(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], user)
|
||||
self.on_change_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'))
|
||||
-
|
||||
Change in history define.
|
||||
I change in history define.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'history': 'info', })
|
||||
|
@ -118,7 +118,7 @@
|
|||
except:
|
||||
pass
|
||||
-
|
||||
Create the opportunity.
|
||||
I create the opportunity.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_opportunity2}:
|
||||
email_from: info@balmerinc.be
|
||||
|
@ -130,7 +130,7 @@
|
|||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I Update the data,
|
||||
I Update the data.
|
||||
-
|
||||
!python {model: crm.merge.opportunity}: |
|
||||
self._update_data([ref('crm_opportunity2')], ref('crm_lead_questionnaireonopenerp0'))
|
||||
|
|
|
@ -1,26 +1,26 @@
|
|||
- |
|
||||
Now I check segmentation which allows users to perform segmentation within partners.
|
||||
-
|
||||
Creating a crm profiling question record.
|
||||
-
|
||||
-
|
||||
I create a crm profiling question record.
|
||||
-
|
||||
!record {model: crm_profiling.question, id: crm_profiling_question_openerppartner0}:
|
||||
answers_ids:
|
||||
- name: 'no'
|
||||
name: OpenERP partner?
|
||||
-
|
||||
Creating a crm profiling answer record.
|
||||
-
|
||||
-
|
||||
I create a crm profiling answer record.
|
||||
-
|
||||
!record {model: crm_profiling.answer, id: crm_profiling_answer_openerppartner0}:
|
||||
name: 'yes'
|
||||
question_id: crm_profiling_question_openerppartner0
|
||||
-
|
||||
-
|
||||
I create Partner category Customers.
|
||||
-
|
||||
-
|
||||
!record {model: res.partner.category, id: res_partner_category_customers0}:
|
||||
name: Customers
|
||||
- |
|
||||
- |
|
||||
I'm creating new partner "John" with his email "info@mycustomer.com".
|
||||
-
|
||||
-
|
||||
!record {model: res.partner, id: res_partner_john0}:
|
||||
address:
|
||||
- city: Bruxelles
|
||||
|
@ -31,19 +31,19 @@
|
|||
email: 'info@mycustomer.com'
|
||||
name: John
|
||||
category_id:
|
||||
- res_partner_category_customers0
|
||||
- res_partner_category_customers0
|
||||
answers_ids:
|
||||
- crm_profiling_answer_openerppartner0
|
||||
|
||||
-
|
||||
Define the answers and category to partner
|
||||
Define the answers and category to partner.
|
||||
-
|
||||
!python {model: res.partner}: |
|
||||
data ={'form': {'questionnaire_name': ref('res_partner_john0')}, 'ids': [ref('res_partner_john0')], 'report_type': 'pdf', 'model': 'res.partner', 'id': ref('res_partner_john0')}
|
||||
self._questionnaire_compute(cr, uid, data, context)
|
||||
- |
|
||||
Now, I start by creating new Questionnaire.
|
||||
-
|
||||
-
|
||||
!record {model: crm_profiling.questionnaire, id: crm_profiling_questionnaire_basequestionnaire0}:
|
||||
description: First questionnaire.
|
||||
name: Base questionnaire
|
||||
|
@ -58,9 +58,9 @@
|
|||
context.update({'active_id':ref('res_partner_john0')})
|
||||
data ={'form': {'questionnaire_name': ref('res_partner_john0')}, 'ids': [ref('res_partner_john0')], 'report_type': 'pdf', 'model': 'res.partner', 'id': ref('res_partner_john0')}
|
||||
self.build_form(cr, uid, data, context)
|
||||
-
|
||||
Creating a segmentation record
|
||||
-
|
||||
-
|
||||
I create a segmentation record.
|
||||
-
|
||||
!record {model: crm.segmentation, id: crm_segmentation_test1}:
|
||||
answer_yes:
|
||||
- crm_profiling_answer_openerppartner0
|
||||
|
@ -68,10 +68,10 @@
|
|||
name: test
|
||||
parent_id: crm_profiling.crm_segmentation0
|
||||
profiling_active: true
|
||||
som_interval: 0.0
|
||||
som_interval: 0.0
|
||||
- |
|
||||
I continue the process of segmentation.
|
||||
-
|
||||
!python {model: crm.segmentation}: |
|
||||
self.process_continue(cr, uid, [ref('crm_segmentation_test1')], start=False)
|
||||
|
||||
self.process_continue(cr, uid, [ref('crm_segmentation_test1')], start=False)
|
||||
|
||||
|
|
Loading…
Reference in New Issue