[IMP] Improved mass_leads2opportunity.yml, merge_opportunity.yml, lead2opportunity2win.yml, partner2opportunity.yml
bzr revid: ron@tinyerp.com-20111021100443-my6035x3fem8gc34
This commit is contained in:
ron@tinyerp.com
parent
c6a71b8dbb
commit
a3db3dcd09
|
|
@ -120,7 +120,7 @@ Creates a dashboard for CRM that includes:
|
|||
],
|
||||
'test': [
|
||||
'test/process/draft2open_lead.yml',
|
||||
'test/process/lead2opportunity_win_lost.yml',
|
||||
'test/process/lead2opportunity2win.yml',
|
||||
'test/process/merge_opportunity.yml',
|
||||
'test/process/partner2opportunity.yml',
|
||||
'test/process/cancel_lead.yml',
|
||||
|
|
|
|||
|
|
@ -34,7 +34,7 @@ class res_partner(osv.osv):
|
|||
'Phonecalls'),
|
||||
}
|
||||
|
||||
def make_opportunity(self, cr, uid, ids, opportunity, planned_revenue=0.0, probability=0.0, partner_id=None. context=None):
|
||||
def make_opportunity(self, cr, uid, ids, opportunity, planned_revenue=0.0, probability=0.0, partner_id=None, context=None):
|
||||
categ = self.pool.get('crm.case.categ')
|
||||
address = self.address_get(cr, uid, ids)
|
||||
categ_ids = categ.search(cr, uid, [('object_id.model','=','crm.lead')])
|
||||
|
|
|
|||
|
|
@ -0,0 +1,42 @@
|
|||
-
|
||||
Convert opportunity based on exiting partner.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_agrolait"))
|
||||
-
|
||||
After converted in opportunity, i test that lead is converted to opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
|
||||
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
|
||||
-
|
||||
Finally, i won this opportunity, so i close this opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
-
|
||||
After wininng the opportunity , I test the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
assert lead.state == 'done', 'Opportunity is not in done state!'
|
||||
assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
|
||||
assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
|
||||
-
|
||||
I add internal note to this opportunity, so i create note.
|
||||
-
|
||||
!record {model: crm.add.note, id: crm_add_note_won_opportunity}:
|
||||
body: 'I won this Opportunity'
|
||||
-
|
||||
Apply this note to opportunity.
|
||||
-
|
||||
!python {model: crm.add.note}: |
|
||||
self.action_add(cr, uid, [ref("crm_add_note_won_opportunity")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
|
||||
-
|
||||
I test Internal latest note added on opportunity .
|
||||
-
|
||||
- !python {model: crm.lead}: |
|
||||
- lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
- assert lead.message_ids[0].subject == 'I won this Opportunity', 'Fail to Added interal note on opportunity'
|
||||
|
|
@ -1,70 +0,0 @@
|
|||
-
|
||||
I test to convert lead to real business opportunity, so first i create existing partner attached with lead.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_1}:
|
||||
action: 'exist'
|
||||
partner_id: base.res_partner_agrolait
|
||||
-
|
||||
Create opportunity based on exiting partner.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner}: |
|
||||
self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_1")], {'active_ids': [ref("crm_case_qrecorp0")], 'active_id': ref("crm_case_qrecorp0")})
|
||||
-
|
||||
After converted in opportunity, i test to lead is converted to opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
|
||||
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
|
||||
-
|
||||
Finally, i won this opportunity, so i close this opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
-
|
||||
I check opportunity is close or not.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Opportunity in done state}:
|
||||
- state == "done"
|
||||
-
|
||||
In order to test stage of opportunity after win, i will test stage of opportunity.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: stage of opportunity is win}:
|
||||
- stage_id.name == "Won"
|
||||
-
|
||||
I add internal note to this opportunity, so i create note.
|
||||
-
|
||||
!record {model: crm.add.note, id: crm_add_note_won_opportunity}:
|
||||
body: 'I won this Opportunity'
|
||||
-
|
||||
Apply this note to opportunity.
|
||||
-
|
||||
!python {model: crm.add.note}: |
|
||||
self.action_add(cr, uid, [ref("crm_add_note_won_opportunity")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
|
||||
|
||||
# TODO: cheked For ordering of history of message
|
||||
#-
|
||||
# I test Internal latest note added on opportunity .
|
||||
#-
|
||||
# !python {model: crm.lead}: |
|
||||
# lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
# assert lead.message_ids[0].subject == 'I won this Opportunity', 'Fail to Added interal note on opportunity'
|
||||
-
|
||||
After winning the opportunity, i test probability is 100.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Probability is equal to 100}:
|
||||
- probability == 100.0
|
||||
-
|
||||
Suppose i have opportinity in initial stage, i will check after loss my `opportunity` , probability of that opportunity is 0
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_case_rdroundfundingunits0")])
|
||||
self.case_mark_lost(cr, uid, [ref("crm_case_rdroundfundingunits0")])
|
||||
-
|
||||
I check after loss the opportunity, probability set to 0.0 and lost stage set accordingly.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opportunity = self.browse(cr, uid, ref('crm_case_rdroundfundingunits0'))
|
||||
assert opportunity.stage_id.id == ref('crm.stage_lead6'), 'Stage is not changed!'
|
||||
assert opportunity.probability == 0.0, 'Probability is wrong!'
|
||||
|
|
@ -1,16 +1,8 @@
|
|||
-
|
||||
Using mass wizard convert two lead to opportunity ,so first i create mass record for
|
||||
converting in opportunity.
|
||||
Convert two Leads to two opportunity(Mass conversion).
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
|
||||
user_ids:
|
||||
- base.user_root
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
Convert mass Leads to opportunity.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner.mass}: |
|
||||
self.mass_convert(cr, uid, [ref("crm_lead2opportunity_partner_mass0")],{'active_ids': [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], 'active_id': ref("crm_case_qrecorp0")})
|
||||
!python {model: crm.lead}: |
|
||||
self.convert_opportunity(cr, uid, [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], mass_convert=True)
|
||||
-
|
||||
First lead converted on opportunity.i test it.
|
||||
-
|
||||
|
|
|
|||
|
|
@ -1,17 +1,8 @@
|
|||
-
|
||||
I have two opportunity ,so i merge this two Opportunities.
|
||||
-
|
||||
!python {model: crm.merge.opportunity}: |
|
||||
op_ids=self.pool.get('crm.lead').browse(cr, uid, [ref('crm_case_bankwealthy2'), ref('crm_case_unifliege')])
|
||||
self.merge(cr, uid, op_ids)
|
||||
|
||||
-
|
||||
I test which two opportunity has been merged .
|
||||
I have two opportunity ,so i merge this two Opportunities, I test which two opportunity has been merged .
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_bankwealthy2'))
|
||||
merge = 'Merged opportunities' in lead.message_ids[0].subject
|
||||
assert merge,'Fail to create Merge opportunity'
|
||||
assert lead.type == 'opportunity', 'Merged opportunity type not change!'
|
||||
assert lead.partner_id.id == ref("base.res_partner_accent"), 'Partner missmatch!'
|
||||
assert lead.stage_id.id == ref("stage_lead2"), 'Stage of probability is incorrect!'
|
||||
op_list = [ref('crm_case_bankwealthy2'),ref('crm_case_unifliege')]
|
||||
op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
|
||||
lead_ids = [ref('crm_case_qrecorp0')]
|
||||
self.merge_opportunity(cr, uid, op_ids, {'lead_ids': lead_ids})
|
||||
|
|
|
|||
|
|
@ -1,17 +1,8 @@
|
|||
- |
|
||||
I will create opportunity by partner.
|
||||
-
|
||||
!record {model: crm.partner2opportunity, id: crm_partner2opportunity_id_0}:
|
||||
name: BalmerInc S.A.
|
||||
planned_revenue: 200.0
|
||||
partner_id: base.res_partner_9
|
||||
probability: 150.0
|
||||
|
||||
Convert partner to opportunity, i test to convert opportunity is from partner.
|
||||
-
|
||||
Convert partner to opportunity, i will test to convert opportunity is correct.
|
||||
-
|
||||
!python {model: crm.partner2opportunity}: |
|
||||
opportunity = self.make_opportunity(cr, uid, [ref("crm_partner2opportunity_id_0")])
|
||||
!python {model: res.partner}: |
|
||||
opportunity = self.make_opportunity(cr, uid, [ref("base.res_partner_9")], 'BalmerInc S.A.', 200.0, 150.0)
|
||||
opportunity_rec = self.pool.get('crm.lead').browse(cr, uid, opportunity['res_id'])
|
||||
assert opportunity_rec.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert opportunity_rec.planned_revenue == 200.0, 'Planned revenue should be 200!'
|
||||
|
|
|
|||
Loading…
Reference in New Issue