'report/crm_lead_report_view.xml',
'report/crm_partner_report_view.xml',
],
- 'test': ['test/test_crm_partner_assign.yml'],
+ 'test': ['test/process/partner_assign.yml'],
'installable': True,
'active': False,
'certificate': '00503409558942442061',
--- /dev/null
+-
+ 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
+ country_id: base.fr
+ date_assign: '2011-02-07'
+ day_close: 0.0
+ day_open: 0.0
+ email_from: info@axelor.com
+ name: Questionnaire on OpenERP
+ partner_address_id: base.res_partner_address_3000
+ partner_assigned_id: base.res_partner_desertic_hispafuentes
+ partner_id: base.res_partner_desertic_hispafuentes
+ partner_latitude: 0.0
+ partner_longitude: 0.0
+ phone: +33 1 64 61 04 01
+ planned_revenue: 0.0
+ probability: 0.0
+ type: opportunity
+-
+ 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}: |
+ 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 = {
+ 'subject': 'email',
+ 'email_to': 'info@axelor.com',
+ 'email_from': 'Administrator <admin@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'})
+ 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'))
+++ /dev/null
--
- 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
- country_id: base.fr
- date_assign: '2011-02-07'
- day_close: 0.0
- day_open: 0.0
- email_from: info@axelor.com
- name: Questionnaire on OpenERP
- partner_address_id: base.res_partner_address_3000
- partner_assigned_id: base.res_partner_desertic_hispafuentes
- partner_id: base.res_partner_desertic_hispafuentes
- partner_latitude: 0.0
- partner_longitude: 0.0
- phone: +33 1 64 61 04 01
- planned_revenue: 0.0
- probability: 0.0
- type: opportunity
--
- 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}: |
- 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 = {
- 'subject': 'email',
- 'email_to': 'info@axelor.com',
- 'email_from': 'Administrator <admin@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'})
- 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'))