2 In order to test convert customer lead into opportunity,
6 !python {model: crm.lead}: |
7 self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
9 I check lead state is "Open".
11 !assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
14 I convert lead into opportunity for exiting customer.
16 !python {model: crm.lead}: |
17 self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_agrolait"))
19 I check details of converted opportunity.
21 !python {model: crm.lead}: |
22 lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
23 assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
24 assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
25 assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
27 Now I begin communication and schedule a phone call with the customer.
29 !python {model: crm.opportunity2phonecall}: |
31 context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_qrecorp0')]})
32 call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
33 'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
34 self.action_schedule(cr, uid, [call_id], context=context)
36 I check that phonecall is scheduled for that opportunity.
38 !python {model: crm.phonecall}: |
39 ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_qrecorp0'))])
40 assert len(ids), 'phonecall is not scheduled'
42 Now I schedule Meeting with Customer.
44 !python {model: crm.lead}: |
45 self.action_makeMeeting(cr, uid, [ref('crm_case_qrecorp0')])
48 After communicated with customer, I put some notes with Contract details.
50 !python {model: crm.add.note}: |
51 context.update({'active_model': 'crm.lead', 'active_id': ref('crm_case_qrecorp0')})
52 note_id = self.create(cr, uid, {'body': "ces détails envoyés par le client sur le FAX pour la qualité"})
53 self.action_add(cr, uid, [note_id], context=context)
55 Finally, I won this opportunity, so I close this opportunity.
57 !python {model: crm.lead}: |
58 self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
60 I check details of the opportunity After won the opportunity.
62 !python {model: crm.lead}: |
63 lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
64 assert lead.state == 'done', 'Opportunity is not in done state!'
65 assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
66 assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
68 I convert mass lead into opportunity customer.
70 !python {model: crm.lead2opportunity.partner.mass}: |
71 context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], 'active_id': ref("crm_case_qrecorp0")})
72 id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
73 self.mass_convert(cr, uid, [id], context=context)
75 Now I check First lead converted on opportunity.
77 !python {model: crm.lead}: |
78 opp = self.browse(cr, uid, ref('crm_case_employee0'))
79 assert opp.name == "Need Info about Onsite Intervention", "Opportunity name not correct"
80 assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
81 assert opp.partner_id.name == "Agrolait", 'Partner missmatch!'
82 assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
84 Then check for Second lead converted on opportunity.
86 !python {model: crm.lead}: |
87 opp = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
88 assert opp.name == "Interest in Your New Product", "Opportunity name not correct"
89 assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
90 assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'