2 Now I will test Meetings which may be customer meeting or phonecall meeting or
5 I start by creating a new Meeting.
7 !record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
8 categ_id: crm.categ_meet2
9 date: !eval time.strftime('%Y-%m-%d 16:04:00')
10 date_deadline: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 00:04:00')"
12 email_from: info@balmerinc.be
14 name: Regarding Presentation
15 partner_address_id: base.res_partner_address_1
16 partner_id: base.res_partner_9
18 section_id: crm.section_sales_department
20 I check that the Meetings is in 'UnConfirmed' state.
22 !assert {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
25 I can set reminder on meeting if I put reminder "40 minutes before" .
27 For that, I first create alarm.
29 !record {model: res.alarm, id: res_alarm_minituesbefore0}:
30 name: 40 minutes before
32 trigger_interval: minutes
33 trigger_occurs: before
34 trigger_related: start
36 Now I will assign this reminder.
38 - !python {model: crm.meeting}: |
39 self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'alarm_id': ref("res_alarm_minituesbefore0")})
41 In order to check recurrence on meetings I will set Recurrency to Custom
42 and I set the fields so that the meeting will occur weekly on Monday and Friday 10 times.
44 !python {model: crm.meeting}: |
45 self.write(cr, uid, [ref("crm_meeting_regardingpresentation0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly'})
48 I can see from the calendar view that the meeting is scheduled on Monday and Friday
52 !python {model: crm.meeting}: |
53 self.fields_view_get(cr, uid, False, 'calendar', context)
55 I will search for one of the recurrent event and count the number of meeting.
57 !python {model: crm.meeting}: |
59 from datetime import datetime, date, timedelta
60 ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Regarding Presentation')], context={'virtual_id': True})
64 Now If I want to edit meetings information for all occurrence I click on "Edit All" button.
66 !python {model: crm.meeting}: |
67 self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'edit_all':'True'},context)
69 I can see that new meeting form is opened with same value.
70 I change some data for meeting and save it.
71 I can see from meeting's calendar view that all meeting occurrences are changed accordingly.
73 !record {model: crm.meeting, id: crm.crm_meeting_regardingpresentation0}:
74 alarm_id: base_calendar.alarm9
78 In order to invite people for this meetings, I click on "Invite People" button
79 I can invite internal user.
81 !record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
84 partner_id: base.res_partner_9
88 I click on "Invite" button of "Invite attendee" wizard.
90 !python {model: base_calendar.invite.attendee}: |
91 self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
94 After direct/indirect confirmation for meetings I can confirm meeting.
96 !python {model: crm.meeting}: |
97 self.case_open(cr, uid, [ref('crm_meeting_regardingpresentation0')])