addons/crm/test/test_crm_phonecall.yml

   1 - |
   2   I start by creating a new phonecall.
   3 -
   4   !record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
   5     date: '2010-04-21 18:59:00'
   6     name: Interview call
   7     section_id: crm.section_sales_department
   8 - |
   9   Now , I select partner by click on "Create a Partner" button.
  10
  11 -
  12   !record {model: crm.phonecall2partner, id: crm_phonecall2partner_1}:
  13     action: exist
  14     partner_id: base.res_partner_9
  15
  16 -
  17   Now, click on "Continue" button of this wizard.
  18 -
  19   !python {model: crm.phonecall2partner}: |
  20     self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
  21
  22 - |
  23   As the success of phonecall seems to be a real business opportunity, I will convert
  24   it to opportunity by clicking on the "Convert to Opportunity" button.
  25 -
  26   !record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_interviewcall0}:
  27     name: Interview call
  28     partner_id: base.res_partner_9
  29     planned_revenue: 0.0
  30     probability: 0.0
  31 -
  32    Now, I click on "Convert" button of this wizard.
  33 -
  34   !python {model: crm.phonecall2opportunity}: |
  35      self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_interviewcall0")], {"active_id": ref("crm_phonecall_interviewcall0")})
  36
  37 - |
  38   I can see that a business opportunity is now assigned to this phonecall
  39 -
  40   !assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
  41      - opportunity_id != False
  42
  43 - |
  44   And I check that the phonecall and the newly created business opportunity is linked
  45   to same  partner
  46 -
  47   !python {model:  crm.phonecall}: |
  48     obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_interviewcall0'))
  49     ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
  50     obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
  51     assert obj_phonecall.partner_id == obj_opp.partner_id
  52
  53 - |
  54   I schedule Meeting on this current phonecall by clicking on "schedule
  55   Meeting"
  56 -
  57    !python {model: crm.phonecall}: |
  58      self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
  59
  60 -  |
  61    I can see that Meeting's calendar view is shown.
  62    then I click on the date on which I want schedule meeting.
  63    I fill proper data for that meeting and save it
  64 -
  65   !record {model: crm.meeting, id: crm_meeting_interviewcall0}:
  66     alarm_id: base_calendar.alarm3
  67     date: '2010-04-20 00:00:00'
  68     date_deadline: '2010-04-20 08:00:00'
  69     duration: 8.0
  70     email_from: info@balmerinc.be
  71     name: Interview call
  72     partner_address_id: base.res_partner_address_1
  73     partner_id: base.res_partner_9
  74     phonecall_id: 'crm_phonecall_interviewcall0'
  75     rrule_type: weekly
  76     state: open
  77
  78 - |
  79   In order to schedule other phonecall to the partner
  80   I click on "schedule other call" button. and plan for other call
  81   I can see that it will open other phonecall view with some data same as current
  82   phonecall.
  83 -
  84   !record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall0}:
  85     date: '2010-04-21 19:49:00'
  86     name: Interview call
  87     section_id: crm.section_sales_department
  88     user_id: base.user_root
  89 - |
  90   I click on "Schedule" button of this  wizard.
  91 -
  92   !python {model: crm.phonecall2phonecall}: |
  93     self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})