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    !record {model: res.users, id: res_users_usercrm0}:
  27      context_section_id: crm_case_section_demosalesteam
  28 -  |
  29    Creating a new lead "Demo Customer" and I provide an address to this
  30    demo customer and email "info@democustomer.com" and Also "Demo Sales Team".
  31 -
  32    !record {model: crm.lead, id: crm_lead_democustomer}:
  33      email_from: info@democustomer.com
  34      name: Demo Customer
  35      partner_name: NotSoTinySARL
  36      phone: (+32).81.81.37.00
  37      mobile: (+32).81.81.37.00
  38      section_id: crm_case_section_demosalesteam
  39      referred: False
  40      type: lead
  41 -
  42    I check that the lead is in 'draft' state,
  43 -
  44    !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Draft}:
  45      - state == "draft"
  46 -
  47   I assigning contact detail to the Lead "Demo Customer" without address.
  48 -
  49   !python {model: crm.lead}: |
  50     self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), None, email=False)
  51
  52 -
  53   I assigning contact detail to the Lead "Demo Customer" with address.
  54 -
  55   !python {model: crm.lead}: |
  56     self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
  57
  58 -
  59   I selecting email "Opt-out" option for the "Demo Customer" Lead.
  60 -
  61   !python {model: crm.lead}: |
  62     self.on_change_optout(cr, uid, ref("crm_lead_democustomer"), True)
  63
  64 -
  65   Now I change the Opt-out to Opt-in to show email receive preference.
  66 -
  67   !python {model: crm.lead}: |
  68     self.on_change_optin(cr, uid, ref("crm_lead_democustomer"), True)
  69 -
  70    I open lead by click on "Open" button,
  71 -
  72    !python {model: crm.lead}: |
  73      self.case_open(cr, uid, [ref("crm_lead_democustomer")])
  74 -
  75   I check that lead "Demo Customer" is now in 'open' state.
  76 -
  77   !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in open state}:
  78      - state == "open"
  79 -
  80   Now i reset the lead "Demo Customer".
  81 -
  82     !python {model: crm.lead}: |
  83       self.case_reset(cr, uid, [ref("crm_lead_democustomer")])
  84 -
  85    I again opening lead by click on "Open" button,
  86 -
  87    !python {model: crm.lead}: |
  88      self.case_open(cr, uid, [ref("crm_lead_democustomer")])
  89 -
  90   I setting stage "New" for the lead "Demo Customer".
  91 -
  92    !python {model: crm.lead}: |
  93      self.stage_next(cr, uid, [ref("crm_lead_democustomer")], context={'stage_type': 'lead'})
  94 -
  95   I try to Unlink the Lead "Demo Customer" demo Lead
  96 -
  97    !python {model: crm.lead}: |
  98     try:
  99       self.unlink(cr, uid, [ref("crm_lead_democustomer")])
 100     except:
 101       pass
 102 -
 103    I setting Lead "Demo Customer" to Pending State
 104 -
 105     !python {model: crm.lead}: |
 106       self.case_pending(cr, uid, [ref("crm_lead_democustomer")])
 107 -
 108   I check that lead "Demo Customer" is now in 'Pending' state.
 109 -
 110   !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Pending state}:
 111      - state == "pending"
 112 -
 113   Now i Escalate the Lead "Demo Customer" Parent "Sales Team".
 114 -
 115     !python {model: crm.lead}: |
 116       self.case_escalate(cr, uid, [ref("crm_lead_democustomer")])
 117 -
 118   Now i add Internal Note Saying Escalated Reason
 119   Creating a crm.add.note record
 120 -
 121   !record {model: crm.add.note, id: crm_add_note_0}:
 122     body: Sales Lead Has Been Escalated Due to Some Technical reason to the parent  'Sales
 123       Team'
 124     state: unchanged
 125 -
 126   I click aa note button to attach the record
 127 -
 128   !python {model: crm.add.note}: |
 129     context['active_model'] = "crm.lead"
 130     context['active_ids'] = [ref("crm_lead_democustomer")]
 131     self.action_add(cr, uid, [ref("crm_add_note_0")], context=context)
 132
 133 -
 134   Now i Copying this lead "Demo Customer" to New Lead.
 135 -
 136     !python {model: crm.lead}: |
 137       self.copy(cr, uid, ref("crm_lead_democustomer"))
 138 -
 139   Checking the Lead Copied or Not.
 140 -
 141     !python {model: crm.lead}: |
 142       sid = self.search(cr, uid, [('name', '=', 'Demo Customer'),('state', '=', 'draft')])
 143       if not sid:
 144         raise AssertionError("Lead is not copied Successfully")
 145