- Giving access rights of salesman to convert the lead into opportunity. - !context uid: 'crm_res_users_salesman' - In order to test the conversion of a lead into a opportunity, - I set lead to open stage. - !python {model: crm.lead}: | self.write(cr, uid, [ref("crm_case_3")],{'stage_id':ref("stage_lead1")}) - I check if the lead stage is "Open". - !assert {model: crm.lead, id: crm.crm_case_3, string: Lead stage is Open}: - stage_id.sequence == 1 - I convert lead into opportunity for exiting customer. - !python {model: crm.lead}: | self.convert_opportunity(cr, uid ,[ref("crm_case_3")], ref("base.res_partner_2")) - I check details of converted opportunity. - !python {model: crm.lead}: | lead = self.browse(cr, uid, ref('crm_case_3')) assert lead.type == 'opportunity', 'Lead is not converted to opportunity!' assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!' assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!' - Now I begin communication and schedule a phone call with the customer. - !python {model: crm.phonecall2phonecall}: | import time context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_3')],'active_id': ref('crm_case_3')}) call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'), 'name': "Bonjour M. Jean, Comment allez-vous? J'ai bien reçu votre demande, pourrions-nous en parler quelques minutes?"}, context=context) self.action_schedule(cr, uid, [call_id], context=context) - Now I schedule meeting with customer. - !python {model: crm.lead}: | self.action_schedule_meeting(cr, uid, [ref('crm_case_3')]) - After communicated with customer, I put some notes with contract details. - !python {model: crm.lead}: | self.message_post(cr, uid, [ref('crm_case_3')], subject='Test note', body='Détails envoyés par le client sur ​​le FAX pour la qualité') - I win this opportunity - !python {model: crm.lead}: | self.case_mark_won(cr, uid, [ref("crm_case_3")]) - I check details of the opportunity after having won the opportunity. - !python {model: crm.lead}: | lead = self.browse(cr, uid, ref('crm_case_3')) assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'." assert lead.stage_id.probability == 100.0, "Opportunity is not 'done'" assert lead.probability == 100.0, "Revenue probability should be 100.0!" - I convert mass lead into opportunity customer. - !python {model: crm.lead2opportunity.partner.mass}: | context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")}) id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('sales_team.section_sales_department')}, context=context) self.mass_convert(cr, uid, [id], context=context) - Now I check first lead converted on opportunity. - !python {model: crm.lead}: | opp = self.browse(cr, uid, ref('crm_case_13')) assert opp.name == "Plan to buy 60 keyboards and mouses", "Opportunity name not correct" assert opp.type == 'opportunity', 'Lead is not converted to opportunity!' expected_partner = "Will McEncroe" assert opp.partner_id.name == expected_partner, 'Partner mismatch! %s vs %s' % (opp.partner_id.name, expected_partner) assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!' - Then check for second lead converted on opportunity. - !python {model: crm.lead}: | opp = self.browse(cr, uid, ref('crm_case_2')) assert opp.name == "Interest in Your New Software", "Opportunity name not correct" assert opp.type == 'opportunity', 'Lead is not converted to opportunity!' assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!' - I loose the second opportunity - !python {model: crm.lead}: | self.case_mark_lost(cr, uid, [ref("crm_case_2")]) - I check details of the opportunity after the loose - !python {model: crm.lead}: | lead = self.browse(cr, uid, ref('crm_case_2')) assert lead.stage_id.id == ref('crm.stage_lead7'), "Opportunity stage should be 'Lost'." assert lead.stage_id.sequence != 1 and lead.stage_id.probability == 0.0, "Lost opportunity is not in 'cancel' state!" assert lead.probability == 0.0, "Revenue probability should be 0.0!" - I confirm review needs meeting. - !python {model: calendar.event}: | context.update({'active_model': 'calendar.event'}) self.write(cr, uid, [ref('calendar.calendar_event_4')], {'state': 'open'}) - I invite a user for meeting. - !python {model: calendar.attendee}: | meeting_id = self.create(cr, uid, {'partner_id': ref('base.partner_root'), 'email': 'user@meeting.com' }) self.do_accept(cr, uid, [meeting_id])