2 In order to test Forward Partner functionality, I create an opportunity and forward it to partner.
4 I assign an email address to Administrator.
6 !record {model: res.users, id: base.user_root}:
7 user_email: admin@openerp.com
9 I create some partner grades.
11 I create a grade 'First'.
13 !record {model: res.partner.grade, id: res_partner_grade_first0}:
17 I create another grade 'Second'.
19 !record {model: res.partner.grade, id: res_partner_grade_second0}:
23 I create one more grade 'Third'.
25 !record {model: res.partner.grade, id: res_partner_grade_third0}:
29 I assign grade 'First' to the partner 'Axelor'.
31 !record {model: res.partner, id: base.res_partner_desertic_hispafuentes}:
32 grade_id: res_partner_grade_first0
34 I change the User email id or partner if needed.
36 !python {model: res.partner}: |
37 self.geo_localize(cr, uid, [ref('base.res_partner_desertic_hispafuentes')], context)
39 I assgin a reply-to email address to Sales Team.
41 !record {model: crm.case.section, id: crm.section_sales_department}:
42 reply_to: sales_openerp@openerp.com
44 I create an opportunity 'Questionnaire on OpenERP'.
46 !record {model: crm.lead, id: crm_lead_questionnaireonopenerp0}:
47 categ_id: crm.categ_oppor7
48 section_id: crm.section_sales_department
50 date_assign: '2011-02-07'
53 email_from: info@axelor.com
54 name: Questionnaire on OpenERP
55 partner_address_id: base.res_partner_address_3000
56 partner_assigned_id: base.res_partner_desertic_hispafuentes
57 partner_id: base.res_partner_desertic_hispafuentes
59 partner_longitude: 0.0
60 phone: +33 1 64 61 04 01
65 I change the assigned partner.
67 !python {model: crm.lead}: |
68 self.onchange_assign_id(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'), context)
69 self.assign_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context)
71 I change the User email id or partner if needed.
73 !python {model: crm.lead.forward.to.partner}: |
74 context.update({'history': 'latest', })
75 user = ref('base.user_root')
76 self.on_change_email(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], user)
77 self.on_change_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'))
79 I change in history define.
81 !python {model: crm.lead.forward.to.partner}: |
82 context.update({'history': 'info', })
83 self.on_change_history(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context.get('history'), context)
85 I check the case history.
87 !python {model: crm.lead.forward.to.partner}: |
88 context.update({'history': 'latest', })
89 self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
91 context.update({'history': 'info', })
92 self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
94 context.update({'history': 'whole', })
95 self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
99 !python {model: crm.lead.forward.to.partner}: |
100 self.get_lead_details(cr, uid, ref('crm_lead_questionnaireonopenerp0'), context)
102 I click on Forward button.
104 !python {model: crm.lead.forward.to.partner}: |
105 from tools import config
108 'email_to': 'info@axelor.com',
109 'email_from': 'Administrator <admin@openerp.com>',
110 'reply_to': 'sales_openerp@openerp.com',
114 ids = self.create(cr, uid, vals, context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
115 host = config.get('smtp_user', '127.0.0.1')
116 assert config.get(host, True), 'SMTP not configured !'
118 self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
122 I create the opportunity.
124 !record {model: crm.lead, id: crm_opportunity2}:
125 email_from: info@balmerinc.be
126 name: 'FUEL CO 829264 - 10002 units'
127 partner_address_id: base.res_partner_address_1
128 partner_id: base.res_partner_9
130 stage_id: crm.stage_lead1
131 categ_id: crm.categ_oppor2
132 section_id: crm.section_sales_department
136 !python {model: crm.merge.opportunity}: |
137 self._update_data([ref('crm_opportunity2')], ref('crm_lead_questionnaireonopenerp0'))