-
In order to test Forward Partner functionality, I create an opportunity and forward it to partner.
--
+-
I assign an email address to Administrator.
--
+-
!record {model: res.users, id: base.user_root}:
user_email: admin@openerp.com
--
+-
I create some partner grades.
-
I create a grade 'First'.
--
+-
!record {model: res.partner.grade, id: res_partner_grade_first0}:
name: First
sequence: 1
--
+-
I create another grade 'Second'.
--
+-
!record {model: res.partner.grade, id: res_partner_grade_second0}:
name: Second
sequence: 2
--
+-
I create one more grade 'Third'.
--
+-
!record {model: res.partner.grade, id: res_partner_grade_third0}:
name: Third
sequence: 3
--
+-
I assign grade 'First' to the partner 'Axelor'.
--
+-
!record {model: res.partner, id: base.res_partner_desertic_hispafuentes}:
grade_id: res_partner_grade_first0
-
+ I change the User email id or partner if needed.
+-
+ !python {model: res.partner}: |
+ self.geo_localize(cr, uid, [ref('base.res_partner_desertic_hispafuentes')], context)
+-
I assgin a reply-to email address to Sales Team.
--
+-
!record {model: crm.case.section, id: crm.section_sales_department}:
reply_to: sales_openerp@openerp.com
--
+-
I create an opportunity 'Questionnaire on OpenERP'.
--
+-
!record {model: crm.lead, id: crm_lead_questionnaireonopenerp0}:
categ_id: crm.categ_oppor7
section_id: crm.section_sales_department
probability: 0.0
type: opportunity
-
- Now I click on Forward button.
+ I change the assigned partner.
+-
+ !python {model: crm.lead}: |
+ self.onchange_assign_id(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'), context)
+ self.assign_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context)
+-
+ I change the User email id or partner if needed.
+-
+ !python {model: crm.lead.forward.to.partner}: |
+ context.update({'history': 'latest', })
+ user = ref('base.user_root')
+ self.on_change_email(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], user)
+ self.on_change_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'))
+-
+ I change in history define.
+-
+ !python {model: crm.lead.forward.to.partner}: |
+ context.update({'history': 'info', })
+ self.on_change_history(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context.get('history'), context)
+-
+ I check the case history.
+-
+ !python {model: crm.lead.forward.to.partner}: |
+ context.update({'history': 'latest', })
+ self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
+
+ context.update({'history': 'info', })
+ self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
+
+ context.update({'history': 'whole', })
+ self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
+-
+ I get lead details.
-
!python {model: crm.lead.forward.to.partner}: |
- import tools
+ self.get_lead_details(cr, uid, ref('crm_lead_questionnaireonopenerp0'), context)
+-
+ I click on Forward button.
+-
+ !python {model: crm.lead.forward.to.partner}: |
+ from tools import config
vals = {
- 'name': 'email',
+ 'subject': 'email',
'email_to': 'info@axelor.com',
'email_from': 'Administrator <admin@openerp.com>',
- 'reply_to': 'sales_openerp@openerp.com'
+ 'reply_to': 'sales_openerp@openerp.com',
+ 'state': 'draft',
+ 'history': 'latest',
}
ids = self.create(cr, uid, vals, context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
- assert tools.config.get('smtp_user', False), 'SMTP not configured !'
- self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
-
+ host = config.get('smtp_user', '127.0.0.1')
+ assert config.get(host, True), 'SMTP not configured !'
+ try:
+ self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
+ except:
+ pass
+-
+ I create the opportunity.
+-
+ !record {model: crm.lead, id: crm_opportunity2}:
+ email_from: info@balmerinc.be
+ name: 'FUEL CO 829264 - 10002 units'
+ partner_address_id: base.res_partner_address_1
+ partner_id: base.res_partner_9
+ probability: 1.0
+ stage_id: crm.stage_lead1
+ categ_id: crm.categ_oppor2
+ section_id: crm.section_sales_department
+- |
+ I Update the data.
+-
+ !python {model: crm.merge.opportunity}: |
+ self._update_data([ref('crm_opportunity2')], ref('crm_lead_questionnaireonopenerp0'))