-
!python {model: crm.lead2opportunity.partner}: |
self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
-- |
- In order to check the opportunity is created or not, I check type.
--
- !python {model: crm.lead}: |
- lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
- assert lead.type == 'opportunity'
-
-
- Convert lead2opportunity partner record
+ |
+ Now, select "Link to an existing partner" option in this wizard.
-
- !record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_convert0}:
- action: exist
- name: convert
+ !record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_1}:
+ action: 'exist'
+ name: 'existing partner'
-
Then, Click on "Create Opportunity" button of this wizard.
-
!python {model: crm.lead2opportunity.partner}: |
- self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_convert0")])
+ self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_1")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
-
- Creating a partner wih merge Option
+ |
+ Now, select "Do not link to a partner" option in this wizard.
-
- !record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_merge0}:
- action: create
- name: merge
+ !record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_2}:
+ action: 'nothing'
+ name: 'Do not link to a partner'
-
Then, Click on "Create Opportunity" button of this wizard.
-
!python {model: crm.lead2opportunity.partner}: |
- fields={}
- self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_merge0")])
--
- Creating a crm.lead2opportunity.partner record with existing
--
- !record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_convert0}:
- action: exist
- name: convert
- partner_id: base.res_partner_desertic_hispafuentes
--
- Then, Click on "Create Opportunity" button of this wizard.
+ self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_2")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
+- |
+ In order to check the opportunity is created or not, I check type.
-
- !python {model: crm.lead2opportunity.partner}: |
- self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_convert0")])
+ !python {model: crm.lead}: |
+ lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
+ assert lead.type == 'opportunity'
-
Creating crm.lead2opportunity.partner.mass report
-
!record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
- {}
+ user_ids:
+ - base.user_root
+ section_id: crm.section_sales_department
-
Then, execute lead2opportunity.partner.mass wizard.
-
resource_calendar_id: resource.timesheet_group1
parent_id: crm.section_sales_department
-
+ I assign segmentation.
+-
!record {model: res.users, id: res_users_usercrm0}:
context_section_id: crm_case_section_demosalesteam
- |
!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Draft}:
- state == "draft"
-
+ I create categories.
+-
+ !record {model: crm.case.categ, id: crm_case_categ0}:
+ name: crm_case_section_demosalesteam
+ section_id: crm_case_section_demosalesteam
+-
I assigning contact detail to the Lead "Demo Customer" without address.
-
!python {model: crm.lead}: |
!record {model: crm.partner2opportunity, id: crm_partner2opportunity_id_0}:
name: test
planned_revenue: 0.0
+ partner_id: base.res_partner_9
probability: 0.0
-
Now, click on "Create Opportunity" button of this wizard.
-
!python {model: crm.partner2opportunity}: |
- self.default_get(cr, uid, [ref("crm_partner2opportunity_id_0")], {"active_ids": [ref("crm_partner2opportunity_id_0")]})
+ fields = {
+ 'name': 'test',
+ 'planned_revenue': '0.0',
+ 'partner_id': ref('base.res_partner_9'),
+ 'probability': '0.0'
+ }
+ self.default_get(cr, uid, fields, {"active_ids": [ref("crm_partner2opportunity_id_0")]})
- |
In order to check the opportunity is created or not, I check type.
-
Now, click on "Continue" button of this wizard.
-
!python {model: crm.phonecall2partner}: |
+
self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_interviewcall0")]})
self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
!python {model: crm.phonecall}: |
obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_interviewcall0'))
ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
+ #self.case_reset(cr, uid, ids)
obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
assert obj_phonecall.partner_id == obj_opp.partner_id
name: Interview call
section_id: crm.section_sales_department
user_id: base.user_root
+ action: schedule
+ categ_id: crm.categ_phone1
+-
+ I click on "schedule other call" button. and plan for other call.
+-
+ !record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall1}:
+ date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
+ name: Interview call
+ section_id: crm.section_sales_department
+ user_id: base.user_root
+ action: log
categ_id: crm.categ_phone1
- |
I click on "Schedule" button of this wizard.
-
!python {model: crm.phonecall2phonecall}: |
+ fields = {
+ 'name': 'Interview call',
+ 'section_id': ref('crm.section_sales_department'),
+ 'user_id': ref('base.user_root'),
+ 'categ_id': ref('crm.categ_phone1')
+ }
+ self.default_get(cr, uid, fields,{'active_id': ref('crm_phonecall_interviewcall0')})
self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
+- |
+ I click on "Schedule" button of this wizard with log option.
+-
+ !python {model: crm.phonecall2phonecall}: |
+ self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall1')], {'active_id': ref('crm_phonecall_interviewcall0')})
exclusif: true
name: segment
som_interval: 0.0
+ sales_purchase_active : True
-
Now, Start the process,
-
name: Rule1
operator: or
segmentation_id: crm_segmentation_id_0
+
-
Checking the Segmentation line record.
-