2 Giving access rights of salesman to convert the lead into opportunity.
5 uid: 'crm_res_users_salesman'
7 In order to test the conversion of a lead into a opportunity,
9 I set lead to open stage.
11 !python {model: crm.lead}: |
12 self.write(cr, uid, [ref("crm_case_3")],{'stage_id':ref("stage_lead1")})
14 I check if the lead stage is "Open".
16 !assert {model: crm.lead, id: crm.crm_case_3, string: Lead stage is Open}:
17 - stage_id.sequence == 1
19 I convert lead into opportunity for exiting customer.
21 !python {model: crm.lead}: |
22 self.convert_opportunity(cr, uid ,[ref("crm_case_3")], ref("base.res_partner_2"))
24 I check details of converted opportunity.
26 !python {model: crm.lead}: |
27 lead = self.browse(cr, uid, ref('crm_case_3'))
28 assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
29 assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
30 assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
32 Now I begin communication and schedule a phone call with the customer.
34 !python {model: crm.phonecall2phonecall}: |
36 context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_3')],'active_id': ref('crm_case_3')})
37 call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
38 'name': "Bonjour M. Jean, Comment allez-vous? J'ai bien reçu votre demande, pourrions-nous en parler quelques minutes?"}, context=context)
39 self.action_schedule(cr, uid, [call_id], context=context)
41 Now I schedule meeting with customer.
43 !python {model: crm.lead}: |
44 self.action_schedule_meeting(cr, uid, [ref('crm_case_3')])
46 After communicated with customer, I put some notes with contract details.
48 !python {model: crm.lead}: |
49 self.message_post(cr, uid, [ref('crm_case_3')], subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
51 I win this opportunity
53 !python {model: crm.lead}: |
54 self.case_mark_won(cr, uid, [ref("crm_case_3")])
56 I check details of the opportunity after having won the opportunity.
58 !python {model: crm.lead}: |
59 lead = self.browse(cr, uid, ref('crm_case_3'))
60 assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
61 assert lead.stage_id.probability == 100.0, "Opportunity is not 'done'"
62 assert lead.probability == 100.0, "Revenue probability should be 100.0!"
64 I convert mass lead into opportunity customer.
66 !python {model: crm.lead2opportunity.partner.mass}: |
67 context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")})
68 id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('crm.section_sales_department')}, context=context)
69 self.mass_convert(cr, uid, [id], context=context)
71 Now I check first lead converted on opportunity.
73 !python {model: crm.lead}: |
74 opp = self.browse(cr, uid, ref('crm_case_13'))
75 assert opp.name == "Plan to buy 60 keyboards and mouses", "Opportunity name not correct"
76 assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
77 expected_partner = "Will McEncroe"
78 assert opp.partner_id.name == expected_partner, 'Partner mismatch! %s vs %s' % (opp.partner_id.name, expected_partner)
79 assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
81 Then check for second lead converted on opportunity.
83 !python {model: crm.lead}: |
84 opp = self.browse(cr, uid, ref('crm_case_2'))
85 assert opp.name == "Interest in Your New Software", "Opportunity name not correct"
86 assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
87 assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
89 I loose the second opportunity
91 !python {model: crm.lead}: |
92 self.case_mark_lost(cr, uid, [ref("crm_case_2")])
94 I check details of the opportunity after the loose
96 !python {model: crm.lead}: |
97 lead = self.browse(cr, uid, ref('crm_case_2'))
98 assert lead.stage_id.id == ref('crm.stage_lead7'), "Opportunity stage should be 'Lost'."
99 assert lead.stage_id.sequence != 1 and lead.stage_id.probability == 0.0, "Lost opportunity is not in 'cancel' state!"
100 assert lead.probability == 0.0, "Revenue probability should be 0.0!"
102 I confirm review needs meeting.
104 !python {model: calendar.event}: |
105 context.update({'active_model': 'calendar.event'})
106 self.write(cr, uid, [ref('calendar.calendar_event_4')], {'state': 'open'})
108 I invite a user for meeting.
110 !python {model: calendar.attendee}: |
111 meeting_id = self.create(cr, uid, {'partner_id': ref('base.partner_root'), 'email': 'user@meeting.com' })
112 self.do_accept(cr, uid, [meeting_id])