addons/crm/test/test_crm_lead_case2.yml

   1 -
   2    In order to do complete test the CRM in OpenERP,
   3    I will create new full configured record and carry test on it.
   4 -  |
   5    I Start by creating "Demo Sales Team" with No Unlink.
   6    Creating a crm.case.section record
   7 -
   8   !record {model: crm.case.section, id: crm_case_section_demosalesteam}:
   9     code: DEMO
  10     complete_name: Demo Sales Team
  11     name: Demo Sales Team
  12     allow_unlink: False
  13     member_ids:
  14       - base.user_admin
  15     stage_ids:
  16       - crm.stage_lead1
  17       - crm.stage_lead2
  18       - crm.stage_lead3
  19       - crm.stage_lead4
  20       - crm.stage_lead5
  21       - crm.stage_lead6
  22     working_hours: 0.0
  23     resource_calendar_id: resource.timesheet_group1
  24     parent_id: crm.section_sales_department
  25 -
  26    I assign segmentation.
  27 -
  28    !record {model: res.users, id: res_users_usercrm0}:
  29      context_section_id: crm_case_section_demosalesteam
  30 -  |
  31    Creating a new lead "Demo Customer" and I provide an address to this
  32    demo customer and email "info@democustomer.com" and Also "Demo Sales Team".
  33 -
  34    !record {model: crm.lead, id: crm_lead_democustomer}:
  35      email_from: info@democustomer.com
  36      name: Demo Customer
  37      partner_name: NotSoTinySARL
  38      phone: (+32).81.81.37.00
  39      mobile: (+32).81.81.37.00
  40      section_id: crm_case_section_demosalesteam
  41      referred: False
  42      type: lead
  43 -
  44    I check that the lead is in 'draft' state,
  45 -
  46    !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Draft}:
  47      - state == "draft"
  48 -
  49    I create categories.
  50 -
  51    !record {model: crm.case.categ, id: crm_case_categ0}:
  52      name: crm_case_section_demosalesteam
  53      section_id: crm_case_section_demosalesteam
  54 -
  55   I assigning contact detail to the Lead "Demo Customer" without address.
  56 -
  57   !python {model: crm.lead}: |
  58     self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), None, email=False)
  59
  60 -
  61   I assigning contact detail to the Lead "Demo Customer" with address.
  62 -
  63   !python {model: crm.lead}: |
  64     self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
  65
  66 -
  67   I selecting email "Opt-out" option for the "Demo Customer" Lead.
  68 -
  69   !python {model: crm.lead}: |
  70     self.on_change_optout(cr, uid, ref("crm_lead_democustomer"), True)
  71
  72 -
  73   Now I change the Opt-out to Opt-in to show email receive preference.
  74 -
  75   !python {model: crm.lead}: |
  76     self.on_change_optin(cr, uid, ref("crm_lead_democustomer"), True)
  77 -
  78    I open lead by click on "Open" button,
  79 -
  80    !python {model: crm.lead}: |
  81      self.case_open(cr, uid, [ref("crm_lead_democustomer")])
  82 -
  83   I check that lead "Demo Customer" is now in 'open' state.
  84 -
  85   !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in open state}:
  86      - state == "open"
  87 -
  88   Now i reset the lead "Demo Customer".
  89 -
  90     !python {model: crm.lead}: |
  91       self.case_reset(cr, uid, [ref("crm_lead_democustomer")])
  92 -
  93    I again opening lead by click on "Open" button,
  94 -
  95    !python {model: crm.lead}: |
  96      self.case_open(cr, uid, [ref("crm_lead_democustomer")])
  97 -
  98   I setting stage "New" for the lead "Demo Customer".
  99 -
 100    !python {model: crm.lead}: |
 101      self.stage_next(cr, uid, [ref("crm_lead_democustomer")], context={'stage_type': 'lead'})
 102 -
 103   I try to Unlink the Lead "Demo Customer" demo Lead
 104 -
 105    !python {model: crm.lead}: |
 106     try:
 107       self.unlink(cr, uid, [ref("crm_lead_democustomer")])
 108     except:
 109       pass
 110 -
 111    I setting Lead "Demo Customer" to Pending State
 112 -
 113     !python {model: crm.lead}: |
 114       self.case_pending(cr, uid, [ref("crm_lead_democustomer")])
 115 -
 116   I check that lead "Demo Customer" is now in 'Pending' state.
 117 -
 118   !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Pending state}:
 119      - state == "pending"
 120 -
 121   Now i Escalate the Lead "Demo Customer" Parent "Sales Team".
 122 -
 123     !python {model: crm.lead}: |
 124       self.case_escalate(cr, uid, [ref("crm_lead_democustomer")])
 125 -
 126   Now i add Internal Note Saying Escalated Reason
 127   Creating a crm.add.note record
 128 -
 129   !record {model: crm.add.note, id: crm_add_note_0}:
 130     body: Sales Lead Has Been Escalated Due to Some Technical reason to the parent  'Sales
 131       Team'
 132     state: unchanged
 133 -
 134   I click aa note button to attach the record
 135 -
 136   !python {model: crm.add.note}: |
 137     context['active_model'] = "crm.lead"
 138     context['active_ids'] = [ref("crm_lead_democustomer")]
 139     self.action_add(cr, uid, [ref("crm_add_note_0")], context=context)
 140
 141 -
 142   Now i Copying this lead "Demo Customer" to New Lead.
 143 -
 144     !python {model: crm.lead}: |
 145       self.copy(cr, uid, ref("crm_lead_democustomer"))
 146 -
 147   Checking the Lead Copied or Not.
 148 -
 149     !python {model: crm.lead}: |
 150       sid = self.search(cr, uid, [('name', '=', 'Demo Customer'),('state', '=', 'draft')])
 151       if not sid:
 152         raise AssertionError("Lead is not copied Successfully")
 153