105 lines
3.4 KiB
YAML
105 lines
3.4 KiB
YAML
- |
|
|
In order to test the CRM in OpenERP,
|
|
I will do a customer qualification process that
|
|
starts with a fist contact with a customer (a lead), which will be converted to a
|
|
business opportunity and a partner.
|
|
- |
|
|
In order to test the flow, I create a two new users "user_crm" and
|
|
I assign the group "salesman".
|
|
-
|
|
!record {model: res.users, id: res_users_usercrm0}:
|
|
company_id: base.main_company
|
|
context_lang: en_US
|
|
context_section_id: crm.section_sales_department
|
|
groups_id:
|
|
- base.group_sale_salesman
|
|
login: user_crm
|
|
name: user_crm
|
|
password: user_crm
|
|
|
|
- |
|
|
I start by creating a new lead "New Customer" and I provide an address to this
|
|
new customer, as well as an email "info@mycustomer.com".
|
|
-
|
|
!record {model: crm.lead, id: crm_lead_newcustomer0}:
|
|
email_from: info@mycustomer.com
|
|
name: New Customer
|
|
partner_name: Capegemini
|
|
phone: (855) 924-4364
|
|
mobile: (333) 715-1450
|
|
section_id: crm.section_sales_department
|
|
referred: False
|
|
- |
|
|
I check that the lead is in 'draft' state,
|
|
-
|
|
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
|
|
- state == "draft"
|
|
-
|
|
I open lead by click on "Open" button,
|
|
-
|
|
!python {model: crm.lead}: |
|
|
self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
|
|
- |
|
|
I check that lead is now in 'open' state.
|
|
-
|
|
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
|
|
- state == "open"
|
|
|
|
- |
|
|
As the lead seems to be a real business opportunity, I will convert it to a
|
|
partner
|
|
and a business opportunity by clicking on the "Convert" button.
|
|
-
|
|
!python {model: crm.lead}: |
|
|
lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
|
|
action = self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
|
|
assert action['res_model'] == 'crm.lead2opportunity.partner'
|
|
-
|
|
|
|
|
Now, select "create a new partner" option in this wizard.
|
|
-
|
|
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
|
|
action: 'create'
|
|
-
|
|
I click on "Continue" button of this wizard.
|
|
-
|
|
!python {model: crm.lead2opportunity.partner}: |
|
|
self.make_partner(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
|
|
-
|
|
Now, I give value to this wizard field.
|
|
-
|
|
!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
|
|
name: Capegemini
|
|
planned_revenue: 0.00
|
|
probability: 0.00
|
|
-
|
|
Then, Click on "Create Opportunity" button of this wizard.
|
|
-
|
|
!python {model: crm.lead2opportunity}: |
|
|
self.action_apply(cr, uid, [ref('crm_lead2opportunity_stonage_0')], {'active_id': ref('crm_lead_newcustomer0')})
|
|
|
|
- |
|
|
In order to check the opportunity is created or not, I check type.
|
|
-
|
|
!python {model: crm.lead}: |
|
|
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
|
|
assert lead.type == 'opportunity'
|
|
|
|
#-
|
|
# |
|
|
# yaml is also not working with smtp server and send new email.
|
|
|
|
- |
|
|
I configure with smtp server.
|
|
- |
|
|
And I communicate with lead through send New mail to Lead using its email address from the user who is logged in.
|
|
- |
|
|
I check that communication history generated when send email to lead.
|
|
- |
|
|
Then, I add a cc which receive copy of future communication between partner and users by mail.
|
|
|
|
- |
|
|
I Reply to last Email to lead with some document attached.and check that communication history generated or not.
|
|
|
|
|