--- /dev/null
+- |
+ For customer or partner purpose, I called to him/her for discussion about openerp.
+-
+ !record {model: crm.phonecall, id: crm_phonecall_disc_openerp}:
+ date: !eval time.strftime('%Y-%m-%d 08:00:00')
+ name: Discussion About Openerp
+ duration: 2.0
+ section_id: crm.section_sales_department
+-
+ After called to Customer/partner, So creating record to merge with exiting partner
+-
+ !record {model: crm.phonecall2partner, id: crm_phonecall2partner_existed}:
+ action: exist
+ partner_id: base.res_partner_9
+
+-
+ We are going to create partner.
+-
+ !python {model: crm.phonecall2partner}: |
+
+ self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_disc_openerp")]})
+ self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_existed")], {"active_ids": [ref("crm_phonecall_disc_openerp")]})
+ self.make_partner(cr, uid, [ref("crm_phonecall2partner_existed")], {"active_ids": [ref("crm_phonecall_disc_openerp")]})
+
+- |
+ As the success of phonecall seems to be a real business opportunity, It will convert
+ it to opportunity.
+-
+ !record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_disc_openerp}:
+ name: Discussion About Openerp
+ partner_id: base.res_partner_9
+ planned_revenue: 0.0
+ probability: 0.0
+- |
+ Business opportunity is now assigned to this phonecall.
+-
+ !assert {model: crm.phonecall, id: crm_phonecall_disc_openerp}:
+ - opportunity_id != False
+-
+ Succeed phonecall, it will be convert into on opportunity.
+-
+ !python {model: crm.phonecall2opportunity}: |
+ self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_disc_openerp")], {"active_id": ref("crm_phonecall_disc_openerp")})
+- |
+ For business And I check that the phonecall and the newly created business
+ opportunity is linked to same partner.
+-
+ !python {model: crm.phonecall}: |
+ obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_disc_openerp'))
+ ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
+ obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
+ assert obj_phonecall.partner_id == obj_opp.partner_id
+- |
+ Customer/partner intested with our product, so we will call back to him/her
+-
+ !record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_disc_openerp}:
+ date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
+ name: interest with openerp
+ section_id: crm.section_sales_department
+ user_id: base.user_root
+ action: schedule
+ categ_id: crm.categ_phone1
+- |
+ Create other sedular call which is interested customer/partner.
+-
+ !python {model: crm.phonecall2phonecall}: |
+ self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_disc_openerp')], {'active_id': ref('crm_phonecall_disc_openerp')})
+- |
+ Completion of phonecall, Cheking for phonecall summary is close or not.
+-
+ !python {model: crm.phonecall}: |
+ phonecall_rec = self.browse(cr, uid, ref('crm_phonecall_disc_openerp'))
+ assert phonecall_rec.state == 'done', "Phonecall is not in done state"
+++ /dev/null
-- |
- I start by creating a new phonecall.
--
- !record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
- date: !eval time.strftime('%Y-%m-%d 08:00:00')
- name: Interview call
- duration: 2.0
- section_id: crm.section_sales_department
--
- I select partner by click on "Create a Partner" button.
--
- !record {model: crm.phonecall2partner, id: crm_phonecall2partner_1}:
- action: exist
- partner_id: base.res_partner_9
-
--
- I click on "Continue" button of this wizard and make partner.
--
- !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")]})
-
-- |
- As the success of phonecall seems to be a real business opportunity, I will convert
- it to opportunity by clicking on the "Convert to Opportunity" button.
--
- !record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_interviewcall0}:
- name: Interview call
- partner_id: base.res_partner_9
- planned_revenue: 0.0
- probability: 0.0
-- |
- I can see that a business opportunity is now assigned to this phonecall
--
- !assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
- - opportunity_id != False
--
- I click on "Convert" button of this wizard.
--
- !python {model: crm.phonecall2opportunity}: |
- self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_interviewcall0")], {"active_id": ref("crm_phonecall_interviewcall0")})
-- |
- And I check that the phonecall and the newly created business opportunity is linked
- to same partner.
--
- !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)])
- obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
- assert obj_phonecall.partner_id == obj_opp.partner_id
-- |
- I schedule Meeting on this current phonecall by clicking on "schedule
- Meeting".
--
- !python {model: crm.phonecall}: |
- self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
-
-- |
- I can see that Meeting's calendar view is shown.
- then I click on the date on which I want schedule meeting.
- I fill proper data for that meeting and save it.
--
- !record {model: crm.meeting, id: crm_meeting_interviewcall0}:
- alarm_id: base_calendar.alarm3
- date: !eval "'%s-%s-%s 09:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
- date_deadline: !eval "'%s-%s-%s 17:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
- duration: 8.0
- email_from: info@balmerinc.be
- name: Interview call
- partner_address_id: base.res_partner_address_1
- partner_id: base.res_partner_9
- phonecall_id: 'crm_phonecall_interviewcall0'
- state: open
-
-- |
- In order to schedule other phonecall to the partner
- I click on "schedule other call" button. and plan for other call
- I can see that it will open other phonecall view with some data same as current
- phonecall.
--
- !record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall0}:
- 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: 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')})