2 In order to test convert customer lead into opportunity,
6 !python {model: crm.lead}: |
7 self.case_open(cr, uid, [ref("crm_case_4")])
9 I check lead state is "Open".
11 !assert {model: crm.lead, id: crm.crm_case_4, string: Lead in open state}:
14 I create partner from lead.
16 !record {model: crm.lead2partner, id: crm_lead2partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
18 !python {model: crm.lead2partner}: |
19 context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')], 'active_id': ref('crm_case_4')})
20 self.make_partner(cr, uid ,[ref("crm_lead2partner_id1")], context=context)
22 I convert lead into opportunity for exiting customer.
24 !python {model: crm.lead}: |
25 self.convert_opportunity(cr, uid ,[ref("crm_case_4")], ref("base.res_partner_2"))
27 I check details of converted opportunity.
29 !python {model: crm.lead}: |
30 lead = self.browse(cr, uid, ref('crm_case_4'))
31 assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
32 assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
33 assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
35 Now I begin communication and schedule a phone call with the customer.
37 !python {model: crm.opportunity2phonecall}: |
39 context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')]})
40 call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
41 'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
42 self.action_schedule(cr, uid, [call_id], context=context)
44 I check that phonecall is scheduled for that opportunity.
46 !python {model: crm.phonecall}: |
47 ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_4'))])
48 assert len(ids), 'phonecall is not scheduled'
50 Now I schedule meeting with customer.
52 !python {model: crm.lead}: |
53 self.action_makeMeeting(cr, uid, [ref('crm_case_4')])
55 After communicated with customer, I put some notes with contract details.
57 !python {model: crm.lead}: |
58 self.message_post(cr, uid, [ref('crm_case_4')], subject='Test note', body='ces détails envoyés par le client sur le FAX pour la qualité')
60 I win this opportunity
62 !python {model: crm.lead}: |
63 self.case_mark_won(cr, uid, [ref("crm_case_4")])
65 I check details of the opportunity after having won the opportunity.
67 !python {model: crm.lead}: |
68 lead = self.browse(cr, uid, ref('crm_case_4'))
69 assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
70 assert lead.state == 'done', "Opportunity is not in 'done' state!"
71 assert lead.probability == 100.0, "Revenue probability should be 100.0!"
73 I convert mass lead into opportunity customer.
75 !python {model: crm.lead2opportunity.partner.mass}: |
76 context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_11"), ref("crm_case_2")], 'active_id': ref("crm_case_11")})
77 id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
78 self.mass_convert(cr, uid, [id], context=context)
80 Now I check first lead converted on opportunity.
82 !python {model: crm.lead}: |
83 opp = self.browse(cr, uid, ref('crm_case_11'))
84 assert opp.name == "Need estimated cost for new project", "Opportunity name not correct"
85 assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
86 expected_partner = "Thomas Passot"
87 assert opp.partner_id.name == expected_partner, 'Partner mismatch! %s vs %s' % (opp.partner_id.name, expected_partner)
88 assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
90 Then check for second lead converted on opportunity.
92 !python {model: crm.lead}: |
93 opp = self.browse(cr, uid, ref('crm_case_2'))
94 assert opp.name == "Interest in Your New Software", "Opportunity name not correct"
95 assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
96 assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
98 I loose the second opportunity
100 !python {model: crm.lead}: |
101 self.case_mark_lost(cr, uid, [ref("crm_case_2")])
103 I check details of the opportunity after the loose
105 !python {model: crm.lead}: |
106 lead = self.browse(cr, uid, ref('crm_case_2'))
107 assert lead.stage_id.id == ref('crm.stage_lead8'), "Opportunity stage should be 'Lost'."
108 assert lead.state == 'cancel', "Lost opportunity is not in 'cancel' state!"
109 assert lead.probability == 0.0, "Revenue probability should be 0.0!"
111 I confirm review needs meeting.
113 !python {model: crm.meeting}: |
114 context.update({'active_model': 'crm.meeting'})
115 self.case_open(cr, uid, [ref('base_calendar.crm_meeting_4')])
117 I invite a user for meeting.
119 !python {model: calendar.attendee}: |
120 meeting_id = self.create(cr, uid, {'user_id': ref('base.user_root'), 'email': 'user@meeting.com' })
121 self.do_accept(cr, uid, [meeting_id])