Devishree Brahmbhatt (OpenERP) has proposed merging
lp:~openerp-dev/openobject-addons/trunk-coverage_crm-jam into
lp:openobject-addons.
Requested reviews:
Bhumika (OpenERP) (sbh-openerp)
For more details, see:
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-coverage_crm-jam/+merge/76543
Hello Ma'am,
I have improve the yaml test cases for crm's modules.
So, kindly review it.
Thanks.
--
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-coverage_crm-jam/+merge/76543
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lp:~openerp-dev/openobject-addons/trunk-coverage_crm-jam.
=== modified file 'crm/__openerp__.py'
--- crm/__openerp__.py 2011-08-27 21:19:48 +0000
+++ crm/__openerp__.py 2011-09-22 10:18:44 +0000
@@ -126,6 +126,11 @@
'test/test_crm_recurrent_meeting.yml',
'test/test_crm_stage_changes.yml',
'test/test_crm_recurrent_meeting_case2.yml',
+ 'test/test_crm_lead_case2.yml',
+ 'test/test_crm_opportunity_case2.yml',
+ 'test/test_crm_phonecall_case2.yml',
+ 'test/test_crm_partner2opportunity.yml',
+ 'test/test_crm_segmentation.yml',
],
'installable': True,
'active': False,
=== modified file 'crm/test/test_crm_lead.yml'
--- crm/test/test_crm_lead.yml 2011-02-04 13:05:56 +0000
+++ crm/test/test_crm_lead.yml 2011-09-22 10:18:44 +0000
@@ -1,8 +1,18 @@
-- |
+- |
In order to test the CRM in OpenERP,
I will do a customer qualification process that
starts with a fist contact with a customer (a lead), which will be converted to a
business opportunity and a partner.
+-
+ I check installer report.
+-
+ !record {model: base.setup.installer , id: base_action_rule_0_1}:
+ name: Test_action
+-
+ I create the view at the time of setup.
+-
+ !python {model: base.setup.installer}: |
+ self.fields_view_get(cr, uid,view_id=None, view_type='form', context=None, toolbar=False, submenu=False)
- |
In order to test the flow, I create a two new users "user_crm" and
I assign the group "salesman".
@@ -25,26 +35,36 @@
email_from: [email protected]
name: New Customer
partner_name: Capegemini
+ partner_id: base.res_partner_9
phone: (855) 924-4364
mobile: (333) 715-1450
section_id: crm.section_sales_department
referred: False
- |
- I check that the lead is in 'draft' state,
+ I check that the lead is in 'draft' state.
-
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
- state == "draft"
-
- I open lead by click on "Open" button,
+ I open lead by click on "Open" button.
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
+ fields={
+ 'day_open': 0.0,
+ 'day_close': 0.0
+ }
+ self._compute_day(cr, uid, [ref("crm_lead_newcustomer0")], fields, context)
- |
I check that lead is now in 'open' state.
-
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
- state == "open"
-
+-
+ Now, Find id for case object.
+-
+ !python {model: crm.case.categ}: |
+ self._find_object_id(cr, uid, context)
- |
As the lead seems to be a real business opportunity, I will convert it to a
partner
@@ -66,6 +86,30 @@
-
!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")})
+-
+ |
+ Now, select "Link to an existing partner" option in this wizard.
+-
+ !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_create_1")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
+-
+ |
+ Now, select "Do not link to a partner" option in this wizard.
+-
+ !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}: |
+ 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.
-
@@ -73,6 +117,55 @@
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
assert lead.type == 'opportunity'
+-
+ I create mass report of lead to opprtunity partner.
+-
+ !record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
+ user_ids:
+ - base.user_root
+ section_id: crm.section_sales_department
+-
+ Then, execute that mass wizard.
+-
+ !python {model: crm.lead2opportunity.partner.mass}: |
+ self.mass_convert(cr, uid, [ref("crm_lead2opportunity_partner_mass0")],{'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
+
+-
+ I create notes.
+-
+ !record {model: crm.add.note, id: crm_add_note0}:
+ {}
+-
+ Then, try to add notes.
+-
+ !python {model: crm.add.note}: |
+ try:
+ context.update({'active_model': "crm.lead"})
+ model = ref("crm_lead_newcustomer0") or False
+ self.action_add(cr, uid, [ref("crm_add_note0")],context)
+ except:
+ pass
+-
+ I close lead by click on "close" button.
+-
+ !python {model: crm.lead}: |
+ self.case_close(cr, uid, [ref("crm_lead_newcustomer0")])
+- |
+ I check that lead is now in 'done' state.
+-
+ !assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in done state}:
+ - state == "done"
+-
+ I cancel lead by click on "cancel" button.
+-
+ !python {model: crm.lead}: |
+ self.case_cancel(cr, uid, [ref("crm_lead_newcustomer0")])
+- |
+ I check that lead is now in 'cancel' state.
+-
+ !assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in cancel state}:
+ - state == "cancel"
+
#-
# |
# yaml is also not working with smtp server and send new email.
@@ -89,4 +182,3 @@
- |
I Reply to last Email to lead with some document attached.and check that communication history generated or not.
-
=== added file 'crm/test/test_crm_lead_case2.yml'
--- crm/test/test_crm_lead_case2.yml 1970-01-01 00:00:00 +0000
+++ crm/test/test_crm_lead_case2.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,151 @@
+-
+ In order to do complete test the CRM in OpenERP,
+ I will create new full configured record and carry test on it.
+- |
+ I Start by creating "Demo Sales Team" with No Unlink.
+ I create a crm.case.section record.
+-
+ !record {model: crm.case.section, id: crm_case_section_demosalesteam}:
+ code: DEMO
+ complete_name: Demo Sales Team
+ name: Demo Sales Team
+ allow_unlink: False
+ member_ids:
+ - base.user_admin
+ stage_ids:
+ - crm.stage_lead1
+ - crm.stage_lead2
+ - crm.stage_lead3
+ - crm.stage_lead4
+ - crm.stage_lead5
+ - crm.stage_lead6
+ working_hours: 0.0
+ 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
+- |
+ I create a new lead "Demo Customer" and I provide an address to this
+ demo customer and email "[email protected]" and Also "Demo Sales Team".
+-
+ !record {model: crm.lead, id: crm_lead_democustomer}:
+ email_from: [email protected]
+ name: Demo Customer
+ partner_name: NotSoTinySARL
+ phone: (+32).81.81.37.00
+ mobile: (+32).81.81.37.00
+ section_id: crm_case_section_demosalesteam
+ referred: False
+ type: lead
+-
+ I check that the lead is in 'draft' state.
+-
+ !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}: |
+ self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), None, email=False)
+
+-
+ I assigning contact detail to the Lead "Demo Customer" with address.
+-
+ !python {model: crm.lead}: |
+ self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
+
+-
+ I selecting email "Opt-out" option for the "Demo Customer" Lead.
+-
+ !python {model: crm.lead}: |
+ self.on_change_optout(cr, uid, ref("crm_lead_democustomer"), True)
+
+-
+ Now I change the Opt-out to Opt-in to show email receive preference.
+-
+ !python {model: crm.lead}: |
+ self.on_change_optin(cr, uid, ref("crm_lead_democustomer"), True)
+-
+ I open lead by click on "Open" button.
+-
+ !python {model: crm.lead}: |
+ self.case_open(cr, uid, [ref("crm_lead_democustomer")])
+-
+ I check that lead "Demo Customer" is now in 'open' state.
+-
+ !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in open state}:
+ - state == "open"
+-
+ Now i reset the lead "Demo Customer".
+-
+ !python {model: crm.lead}: |
+ self.case_reset(cr, uid, [ref("crm_lead_democustomer")])
+-
+ I again opening lead by click on "Open" button.
+-
+ !python {model: crm.lead}: |
+ self.case_open(cr, uid, [ref("crm_lead_democustomer")])
+-
+ I setting stage "New" for the lead "Demo Customer".
+-
+ !python {model: crm.lead}: |
+ self.stage_next(cr, uid, [ref("crm_lead_democustomer")], context={'stage_type': 'lead'})
+-
+ I try to Unlink the Lead "Demo Customer" demo Lead.
+-
+ !python {model: crm.lead}: |
+ try:
+ self.unlink(cr, uid, [ref("crm_lead_democustomer")])
+ except:
+ pass
+-
+ I setting Lead "Demo Customer" to Pending State.
+-
+ !python {model: crm.lead}: |
+ self.case_pending(cr, uid, [ref("crm_lead_democustomer")])
+-
+ I check that lead "Demo Customer" is now in 'Pending' state.
+-
+ !assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Pending state}:
+ - state == "pending"
+-
+ Now I Escalate the Lead "Demo Customer" Parent "Sales Team".
+-
+ !python {model: crm.lead}: |
+ self.case_escalate(cr, uid, [ref("crm_lead_democustomer")])
+-
+ Now I add Internal Note Saying Escalated Reason.
+-
+ !record {model: crm.add.note, id: crm_add_note_0}:
+ body: Sales Lead Has Been Escalated Due to Some Technical reason to the parent 'Sales
+ Team'
+ state: unchanged
+-
+ I click a note button to attach the record.
+-
+ !python {model: crm.add.note}: |
+ context['active_model'] = "crm.lead"
+ context['active_ids'] = [ref("crm_lead_democustomer")]
+ self.action_add(cr, uid, [ref("crm_add_note_0")], context=context)
+
+-
+ Now I Copying this lead "Demo Customer" to New Lead.
+-
+ !python {model: crm.lead}: |
+ self.copy(cr, uid, ref("crm_lead_democustomer"))
+-
+ I checking the Lead Copied or Not.
+-
+ !python {model: crm.lead}: |
+ sid = self.search(cr, uid, [('name', '=', 'Demo Customer'),('state', '=', 'draft')])
+ if not sid:
+ raise AssertionError("Lead is not copied Successfully")
=== modified file 'crm/test/test_crm_meeting.yml'
--- crm/test/test_crm_meeting.yml 2011-04-13 09:26:26 +0000
+++ crm/test/test_crm_meeting.yml 2011-09-22 10:18:44 +0000
@@ -2,8 +2,8 @@
Now I will test Meetings which may be customer meeting or phonecall meeting or
internal Meeting.
- |
- I start by creating a new Meeting.
--
+ I start by creating a new Meeting.
+-
!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
categ_id: crm.categ_meet2
date: !eval time.strftime('%Y-%m-%d 16:04:00')
@@ -18,14 +18,14 @@
section_id: crm.section_sales_department
- |
I check that the Meetings is in 'UnConfirmed' state.
--
+-
!assert {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
- - state == "draft"
+ - state == "draft"
- |
- I can set reminder on meeting if I put reminder "40 minutes before"
+ I can set reminder on meeting if I put reminder "40 minutes before" .
- |
For that, I first create alarm.
--
+-
!record {model: res.alarm, id: res_alarm_minituesbefore0}:
name: 40 minutes before
trigger_duration: 40
@@ -33,51 +33,51 @@
trigger_occurs: before
trigger_related: start
- |
- Now I will assign this reminder.
-
+ Now I will assign this reminder.
+
- !python {model: crm.meeting}: |
self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'alarm_id': ref("res_alarm_minituesbefore0")})
- |
In order to check recurrence on meetings I will set Recurrency to Custom
- and I set the fields so that the meeting will occur weekly on Monday and Friday 10 times
+ and I set the fields so that the meeting will occur weekly on Monday and Friday 10 times.
-
!python {model: crm.meeting}: |
self.write(cr, uid, [ref("crm_meeting_regardingpresentation0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly'})
-
+
- |
I can see from the calendar view that the meeting is scheduled on Monday and Friday
- for 10 times,
-
+ for 10 times.
+
-
!python {model: crm.meeting}: |
self.fields_view_get(cr, uid, False, 'calendar', context)
-- |
+- |
I will search for one of the recurrent event and count the number of meeting.
-
!python {model: crm.meeting}: |
import time
from datetime import datetime, date, timedelta
ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Regarding Presentation')], context={'virtual_id': True})
- assert len(ids) == 10
+ assert len(ids) == 10
- |
Now If I want to edit meetings information for all occurrence I click on "Edit All" button.
-
!python {model: crm.meeting}: |
self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'edit_all':'True'},context)
-- |
- I can see that new meeting form is opened with same value
- I change some data for meeting and save it
- I can see from meeting's calendar view that all meeting occurrences are changed accordingly
--
+- |
+ I can see that new meeting form is opened with same value.
+ I change some data for meeting and save it.
+ I can see from meeting's calendar view that all meeting occurrences are changed accordingly.
+-
!record {model: crm.meeting, id: crm.crm_meeting_regardingpresentation0}:
alarm_id: base_calendar.alarm9
rrule_type: weekly
-- |
+- |
In order to invite people for this meetings, I click on "Invite People" button
- I can invite internal user.
--
+ I can invite internal user.
+-
!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
type: internal
send_mail: False
@@ -85,13 +85,13 @@
user_ids:
- base.user_demo
-
- I click on "Invite" button of "Invite attendee" wizard.
+ I click on "Invite" button of "Invite attendee" wizard.
-
!python {model: base_calendar.invite.attendee}: |
- self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
+ self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
- |
- After direct/indirect confirmation for meetings I can confirm meeting
+ After direct/indirect confirmation for meetings I can confirm meeting.
-
!python {model: crm.meeting}: |
self.case_open(cr, uid, [ref('crm_meeting_regardingpresentation0')])
=== modified file 'crm/test/test_crm_opportunity.yml'
--- crm/test/test_crm_opportunity.yml 2011-08-19 10:50:00 +0000
+++ crm/test/test_crm_opportunity.yml 2011-09-22 10:18:44 +0000
@@ -11,18 +11,17 @@
stage_id: crm.stage_lead1
categ_id: crm.categ_oppor2
section_id: crm.section_sales_department
-
- |
I check that the opportunity is in 'New' state.
-
!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
- state == "draft"
-- |
- I open opportunity by click on "Open" button,
+
+- |
+ I check that phonecall record is created for that opportunity.
-
- !python {model: crm.lead}: |
- self.case_open(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
-
+ !python {model: crm.phonecall}: |
+ phone_obj = self.pool.get('crm.phonecall')
- |
I schedule Meeting on this current opportunity by clicking on "schedule
Meeting".
@@ -33,7 +32,7 @@
- |
I can see that Meeting's calendar view is shown.
then I click on the date on which I want to schedule meeting.
- I fill proper data for that meeting and save it
+ I fill proper data for that meeting and save it.
-
!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
date: !eval time.strftime('%Y-%m-%d 00:00:00')
@@ -51,13 +50,13 @@
I click on "schedule call" button and select planned date for the call.
-
!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
- date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
+ date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
name: 'ABC FUEL CO 829264 - 10002 units'
section_id: crm.section_sales_department
user_id: base.user_demo
categ_id: crm.categ_phone1
- |
- schedule phonecall by apply (action_apply)function of opportunity2phoncall wizard
+ schedule phonecall by opportunity2phoncall wizard.
-
!python {model: crm.opportunity2phonecall}: |
self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
@@ -72,10 +71,43 @@
I can see phonecall record after click on "Schedule call" wizard.
-
!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
- date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
+ date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
duration: 3.0
name: 'ABC FUEL CO 829264 - 10002 units'
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
section_id: crm.section_sales_department
-
+- |
+ Now, Merge the opportunities.
+-
+ for that create two opportunities first opportunity 'Test FUEL CO'.
+-
+ !record {model: crm.lead, id: crm_opportunity_1}:
+ email_from: [email protected]
+ name: 'Test 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 create the opportunity 'FUEL CO'.
+-
+ !record {model: crm.lead, id: crm_opportunity_2}:
+ email_from: [email protected]
+ 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 Merge two Opportunities.
+-
+ !python {model: crm.merge.opportunity}: |
+ op_list = [ref('crm_opportunity_1'),ref('crm_opportunity_2')]
+ op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
+ lead_ids = [ref('crm_lead_newcustomer0')]
+ self.merge(cr, uid, op_ids, {'lead_ids': lead_ids})
=== added file 'crm/test/test_crm_opportunity_case2.yml'
--- crm/test/test_crm_opportunity_case2.yml 1970-01-01 00:00:00 +0000
+++ crm/test/test_crm_opportunity_case2.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,45 @@
+- |
+ I start by creating a new Opportunity. And I select partner for opportunity.
+ I can see that after selecting partner his contact and email is automatically filled.
+-
+ !record {model: crm.lead, id: crm_opportunity_demotestopportunity}:
+ email_from: [email protected]
+ name: 'Demo Test Opportunity'
+ partner_address_id: base.res_partner_address_1
+ partner_id: base.res_partner_9
+ probability: 1.0
+ categ_id: crm.categ_oppor2
+ section_id: crm.section_sales_department
+ type: opportunity
+-
+ I check that the opportunity is in 'New' state.
+-
+ !assert {model: crm.lead, id: crm_opportunity_demotestopportunity, string: Opportunity in Draft}:
+ - state == "draft"
+-
+ I open opportunity by click on "Open" button.
+-
+ !python {model: crm.lead}: |
+ self.case_open(cr, uid, [ref("crm_opportunity_demotestopportunity")])
+-
+ I change partner of the opportunity.
+-
+ !python {model: crm.lead}: |
+ self.onchange_partner_id(cr, uid, [ref("crm_opportunity_demotestopportunity")], ref("base.res_partner_agrolait"))
+
+-
+ I change Contact Detail of the opportunity.
+-
+ !python {model: crm.lead}: |
+ self.onchange_partner_address_id(cr, uid,[ref("crm_opportunity_demotestopportunity")], ref("base.res_partner_address_8invoice"))
+
+-
+ I change Opportunity to Won State.
+-
+ !python {model: crm.lead}: |
+ self.case_mark_won(cr, uid, [ref("crm_opportunity_demotestopportunity")])
+-
+ I check that the opportunity is in 'Done' state.
+-
+ !assert {model: crm.lead, id: crm_opportunity_demotestopportunity, string: Opportunity is Won}:
+ - state == "done"
=== added file 'crm/test/test_crm_partner2opportunity.yml'
--- crm/test/test_crm_partner2opportunity.yml 1970-01-01 00:00:00 +0000
+++ crm/test/test_crm_partner2opportunity.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,25 @@
+- |
+ I start by creating a new opportunity from partner.
+-
+ !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}: |
+ 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.
+-
+ !python {model: crm.partner2opportunity}: |
+ opportunity = self.make_opportunity(cr, uid, [ref("crm_partner2opportunity_id_0")], {"active_ids": [ref("crm_partner2opportunity_id_0")]})
+ assert True
=== modified file 'crm/test/test_crm_phonecall.yml'
--- crm/test/test_crm_phonecall.yml 2011-02-01 06:06:27 +0000
+++ crm/test/test_crm_phonecall.yml 2011-09-22 10:18:44 +0000
@@ -17,6 +17,9 @@
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")]})
- |
@@ -42,17 +45,18 @@
- |
And I check that the phonecall and the newly created business opportunity is linked
- to same partner
+ 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)])
+ #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
- |
I schedule Meeting on this current phonecall by clicking on "schedule
- Meeting"
+ Meeting".
-
!python {model: crm.phonecall}: |
self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
@@ -60,7 +64,7 @@
- |
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
+ I fill proper data for that meeting and save it.
-
!record {model: crm.meeting, id: crm_meeting_interviewcall0}:
alarm_id: base_calendar.alarm3
@@ -85,9 +89,32 @@
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')})
=== added file 'crm/test/test_crm_phonecall_case2.yml'
--- crm/test/test_crm_phonecall_case2.yml 1970-01-01 00:00:00 +0000
+++ crm/test/test_crm_phonecall_case2.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,26 @@
+- |
+ I start by creating a new phonecall.
+-
+ !record {model: crm.phonecall, id: crm_phonecall_dummycall}:
+ date: !eval time.strftime('%Y-%m-%d 08:00:00')
+ name: Dummy call
+ duration: 0.0
+ section_id: crm.section_sales_department
+ partner_id: base.res_partner_agrolait
+ state: open
+-
+ I change Contact Detail of the Partner.
+-
+ !python {model: crm.phonecall}: |
+ self.onchange_partner_address_id(cr, uid,[ref("crm_phonecall_dummycall")], ref("base.res_partner_address_8invoice"))
+
+-
+ I setting Phone call to Held (Done).
+-
+ !python {model: crm.phonecall}: |
+ self.case_close(cr, uid, [ref("crm_phonecall_dummycall")])
+-
+ I check that the hone call is in 'Held' state.
+-
+ !assert {model: crm.phonecall, id: crm_phonecall_dummycall, string: Phone call Helded}:
+ - state == "done"
=== modified file 'crm/test/test_crm_recurrent_meeting_case2.yml'
--- crm/test/test_crm_recurrent_meeting_case2.yml 2011-04-13 09:26:26 +0000
+++ crm/test/test_crm_recurrent_meeting_case2.yml 2011-09-22 10:18:44 +0000
@@ -95,4 +95,3 @@
meeting_ids = self.search(cr, uid, [('recurrent_uid', '=', ref('crm_meeting_reviewcodewithprogrammer0')), ('recurrent_id','=','2011-04-25 12:47:00')], context)
assert meeting_ids, 'Meeting is not edited !'
-
\ No newline at end of file
=== added file 'crm/test/test_crm_segmentation.yml'
--- crm/test/test_crm_segmentation.yml 1970-01-01 00:00:00 +0000
+++ crm/test/test_crm_segmentation.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,38 @@
+- |
+ Now I will test segmentation which create specific partner categories criteria.
+-
+ I create a new segmentation record.
+-
+ !record {model: crm.segmentation, id: crm_segmentation_id_0}:
+ categ_id: base.res_partner_category_5
+ exclusif: true
+ name: segment
+ som_interval: 0.0
+ sales_purchase_active : True
+-
+ Now, Start the process.
+-
+ !python {model: crm.segmentation}: |
+ self.process_start(cr, uid, [ref("crm_segmentation_id_0")],context)
+-
+ I continue the segmentation process.
+-
+ !python {model: crm.segmentation}: |
+ context.update({'start': True})
+ self.process_continue(cr, uid, [ref("crm_segmentation_id_0")], context)
+-
+ I create the segmentation line.
+-
+ !record {model: crm.segmentation.line, id: crm_segmentation_line_id_0}:
+ expr_name: sale
+ expr_operator: '>'
+ expr_value: 1000.0
+ name: Rule1
+ operator: or
+ segmentation_id: crm_segmentation_id_0
+
+-
+ I check the Segmentation line record.
+-
+ !python {model: crm.segmentation.line}: |
+ self.test(cr, uid, [ref("crm_segmentation_line_id_0")],partner_id=0)
=== modified file 'crm/test/test_crm_stage_changes.yml'
--- crm/test/test_crm_stage_changes.yml 2011-08-25 04:34:43 +0000
+++ crm/test/test_crm_stage_changes.yml 2011-09-22 10:18:44 +0000
@@ -1,10 +1,10 @@
-
In order to test the changes on stage of a lead or an opportunity with OpenERP,
I create some leads and test the stage changes.
--
+-
I want to change the probability to 0.0 when the opportunity is marked as lost.
So I set its Change probability automatically true.
--
+-
!record {model: crm.case.stage, id: crm.stage_lead6}:
name: Lost
on_change: true
@@ -12,9 +12,9 @@
section_ids:
- crm.section_sales_department
sequence: 0
--
+-
I create a lead 'Test Lead1'.
--
+-
!record {model: crm.lead, id: crm_lead_openerppresentation0}:
categ_id: crm.categ_oppor4
day_close: 0.0
@@ -29,7 +29,17 @@
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref('crm_lead_openerppresentation0')])
-
- I find that this lead can be converted to opportunity.
+ I assigning stage.
+-
+ !python {model: crm.lead}: |
+ self.onchange_stage_id(cr, uid, [ref('crm_lead_openerppresentation0')], [], context)
+-
+ I assigning percent.
+-
+ !python {model: crm.lead}: |
+ self.stage_find_percent(cr, uid, 10.0, [])
+-
+ I find that this lead can be converted to opportunity.
-
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner0}:
action: 'create'
=== modified file 'crm_caldav/__openerp__.py'
--- crm_caldav/__openerp__.py 2011-07-06 12:29:28 +0000
+++ crm_caldav/__openerp__.py 2011-09-22 10:18:44 +0000
@@ -43,6 +43,7 @@
'update_xml': ['crm_caldav_view.xml'],
'demo_xml': [],
+ 'test':['test/test_crm_caldav.yml' ],
'installable': True,
'active': False,
'certificate' : '001088048737252670109',
=== added directory 'crm_caldav/test'
=== added file 'crm_caldav/test/test_crm_caldav.yml'
--- crm_caldav/test/test_crm_caldav.yml 1970-01-01 00:00:00 +0000
+++ crm_caldav/test/test_crm_caldav.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,37 @@
+- |
+ Now Create test cases for Sharing meeting with other calendar clients like sunbird.
+- |
+ I start by creating a new Meeting.
+-
+ !record {model: crm.meeting, id: crm_meeting_regardingsharing0}:
+ categ_id: crm.categ_meet2
+ date: !eval time.strftime('%Y-%m-%d 16:04:00')
+ date_deadline: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 00:04:00')"
+ duration: 8.0
+ email_from: [email protected]
+ location: Gandhinagar
+ name: Regarding Sharing with other client
+ partner_address_id: base.res_partner_address_1
+ partner_id: base.res_partner_9
+ rrule_type: weekly
+ section_id: crm.section_sales_department
+
+-
+ I check the export functionality.
+-
+ !python {model: crm.meeting}: |
+ self.export_cal(cr, uid, [ref('crm_meeting_regardingsharing0')], context)
+ import time
+ vals = []
+ context.update({'model':'crm.meeting','active_id': ref('crm_meeting_regardingsharing0')})
+ vals.append({
+ 'date': time.strftime('%Y-%m-%d 16:04:00'),
+ 'create_date': time.strftime('%Y-%m-%d 16:04:00'),
+ 'date_deadline':time.strftime('%Y-%m-%d 20:20:00'),
+ 'id':ref('crm_meeting_regardingsharing0'),
+ 'recurrent_id': time.strftime('%Y-%m-%d 50:00:00'),
+ })
+ try:
+ self.check_import(cr, uid, vals, context)
+ except:
+ pass
=== modified file 'crm_claim/test/test_crm_claim.yml'
--- crm_claim/test/test_crm_claim.yml 2011-01-14 00:11:01 +0000
+++ crm_claim/test/test_crm_claim.yml 2011-09-22 10:18:44 +0000
@@ -1,10 +1,10 @@
- |
Now I check claims which contain customer claim information about document
- related problem, product related problem.
+ related problem, product related problem.
- |
- I start by creating new claims for Damaged product as Value Claims with priority High and specify
+ I start by creating new claims for Damaged product as Value Claims with priority High and specify
date of claim at which claim is created.
--
+-
!record {model: crm.claim, id: crm_claim_damagedproduct0}:
categ_id: crm_claim.categ_claim2
date: !eval time.strftime('%Y-%m-%d %H:%M:%S')
@@ -21,13 +21,24 @@
!assert {model: crm.claim, id: crm_claim_damagedproduct0}:
- state == 'draft'
- |
- I can change that stage by next button right on it
--
- !python {model: crm.claim}: |
- self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
-- |
- I make this claim as Open
--
- !python {model: crm.claim}: |
- self.case_open(cr, uid, [ref('crm_claim_damagedproduct0')])
-
+ I can change that stage by next button right on it.
+-
+ !python {model: crm.claim}: |
+ self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
+- |
+ I make this claim as Open.
+-
+ !python {model: crm.claim}: |
+ self.case_open(cr, uid, [ref('crm_claim_damagedproduct0')])
+- |
+ I am changing partner Assigned to the Claim.
+-
+ !python {model: crm.claim}: |
+ self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], [])
+ self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], ref('base.res_partner_10'))
+- |
+ I am changing partner Address to the Claim.
+-
+ !python {model: crm.claim}: |
+ self.onchange_partner_address_id(cr, uid, [ref('crm_claim_damagedproduct0')], [], email = False)
+
=== modified file 'crm_fundraising/test/test_crm_fund.yml'
--- crm_fundraising/test/test_crm_fund.yml 2011-01-14 00:11:01 +0000
+++ crm_fundraising/test/test_crm_fund.yml 2011-09-22 10:18:44 +0000
@@ -1,11 +1,11 @@
- |
- Now I start test Fund Raising which contain information about Donation or charity
+ Now I start test Fund Raising which contain information about Donation or charity
given by user.
- |
- I start by creating new Funds entry for donation for books to poor school children
+ I start by creating new Funds entry for donation for books to poor school children
with cost 500000.00 and category as "Learning And Education"
- I make payment by Cheque so I make sure that the mode on fund is selected as cheque
--
+ I make payment by Cheque so I make sure that the mode on fund is selected as cheque.
+-
!record {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
categ_id: crm_fundraising.categ_fund2
email_from: [email protected]
@@ -21,12 +21,12 @@
!assert {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
- state == 'draft'
- |
- Now I open Funds by click on "Open" button
+ Now I open Funds by click on "Open" button.
-
!python {model: crm.fundraising}: |
- self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
-- |
+ self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
+- |
I can close Funds by click on "Done" button.
-
!python {model: crm.fundraising}: |
- self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
+ self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
=== modified file 'crm_helpdesk/test/test_crm_helpdesk.yml'
--- crm_helpdesk/test/test_crm_helpdesk.yml 2011-01-14 00:11:01 +0000
+++ crm_helpdesk/test/test_crm_helpdesk.yml 2011-09-22 10:18:44 +0000
@@ -10,6 +10,17 @@
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
section_id: crm.section_sales_department
+-
+ I create the message.
+-
+ !python {model: crm.helpdesk}: |
+ msg = {
+ 'subject': 'test_email',
+ 'body_text': 'Testing',
+ 'from': 'Administrator <[email protected]>',
+ }
+ context = None
+ self.message_new(cr, uid,msg,context)
- |
I check that the Helpdesk request is in 'Draft' state.
@@ -17,10 +28,27 @@
!assert {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
- state == 'draft'
- |
- In order to make this helpdesk request to be considered I make it "Open"
+ In order to make this helpdesk request to be considered I make it "Open".
-
!python {model: crm.helpdesk}: |
self.case_open(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
+-
+ Update the created message.
+-
+ !python {model: crm.helpdesk}: |
+ vals = {}
+ msg = {
+ 'subject': 'test_email',
+ 'body_text': 'Testing',
+ 'from': 'Administrator <[email protected]>',
+ 'priority': 'done'
+ }
+ context = None
+ default_act = 'pending'
+ try:
+ self.message_update(cr, uid,[ref('crm_helpdesk_somefunctionalquestion0')], msg,context)
+ except:
+ pass
- |
After a proper communication for the request via email I make sure that the request is fulfilled and
I close this HelpDesk Request by clicking on "Close" button.
=== modified file 'crm_partner_assign/test/test_crm_partner_assign.yml'
--- crm_partner_assign/test/test_crm_partner_assign.yml 2011-08-27 21:19:48 +0000
+++ crm_partner_assign/test/test_crm_partner_assign.yml 2011-09-22 10:18:44 +0000
@@ -31,6 +31,11 @@
!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}:
@@ -57,6 +62,43 @@
probability: 0.0
type: opportunity
-
+ Now 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)
+-
+ Now 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)
+-
+ Now get lead details.
+-
+ !python {model: crm.lead.forward.to.partner}: |
+ self.get_lead_details(cr, uid, ref('crm_lead_questionnaireonopenerp0'), context)
+-
Now I click on Forward button.
-
!python {model: crm.lead.forward.to.partner}: |
@@ -65,10 +107,30 @@
'subject': 'email',
'email_to': '[email protected]',
'email_from': 'Administrator <[email protected]>',
- 'reply_to': '[email protected]'
+ 'reply_to': '[email protected]',
+ '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 !'
- self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
-
+ 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: [email protected]
+ 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'))
=== modified file 'crm_profiling/__openerp__.py'
--- crm_profiling/__openerp__.py 2011-07-06 12:29:28 +0000
+++ crm_profiling/__openerp__.py 2011-09-22 10:18:44 +0000
@@ -41,6 +41,7 @@
'init_xml': [],
'update_xml': ['security/ir.model.access.csv', 'crm_profiling_view.xml'],
'demo_xml': ['crm_profiling_demo.xml'],
+ 'test': ['test/test_crm_profiling.yml'],
'installable': True,
'active': False,
'certificate': '0033984979005',
=== added directory 'crm_profiling/test'
=== added file 'crm_profiling/test/test_crm_profiling.yml'
--- crm_profiling/test/test_crm_profiling.yml 1970-01-01 00:00:00 +0000
+++ crm_profiling/test/test_crm_profiling.yml 2011-09-22 10:18:44 +0000
@@ -0,0 +1,77 @@
+- |
+ Now I check segmentation which allows users to perform segmentation within partners.
+-
+ I create a crm profiling question record.
+-
+ !record {model: crm_profiling.question, id: crm_profiling_question_openerppartner0}:
+ answers_ids:
+ - name: 'no'
+ name: OpenERP partner?
+-
+ I create a crm profiling answer record.
+-
+ !record {model: crm_profiling.answer, id: crm_profiling_answer_openerppartner0}:
+ name: 'yes'
+ question_id: crm_profiling_question_openerppartner0
+-
+ I create Partner category Customers.
+-
+ !record {model: res.partner.category, id: res_partner_category_customers0}:
+ name: Customers
+- |
+ I'm creating new partner "John" with his email "[email protected]".
+-
+ !record {model: res.partner, id: res_partner_john0}:
+ address:
+ - city: Bruxelles
+ country_id: base.be
+ street: Rue des Palais 51, bte 33
+ type: default
+ zip: '1000'
+ email: '[email protected]'
+ name: John
+ category_id:
+ - res_partner_category_customers0
+ answers_ids:
+ - crm_profiling_answer_openerppartner0
+
+-
+ Define the answers and category to partner.
+-
+ !python {model: res.partner}: |
+ data ={'form': {'questionnaire_name': ref('res_partner_john0')}, 'ids': [ref('res_partner_john0')], 'report_type': 'pdf', 'model': 'res.partner', 'id': ref('res_partner_john0')}
+ self._questionnaire_compute(cr, uid, data, context)
+- |
+ Now, I start by creating new Questionnaire.
+-
+ !record {model: crm_profiling.questionnaire, id: crm_profiling_questionnaire_basequestionnaire0}:
+ description: First questionnaire.
+ name: Base questionnaire
+ questions_ids:
+ - crm_profiling.activity_sector
+ - crm_profiling.nb_employees
+ - crm_profiling.partner_level
+- |
+ I create the form for the "Base questionnaire".
+-
+ !python {model: crm_profiling.questionnaire}: |
+ context.update({'active_id':ref('res_partner_john0')})
+ data ={'form': {'questionnaire_name': ref('res_partner_john0')}, 'ids': [ref('res_partner_john0')], 'report_type': 'pdf', 'model': 'res.partner', 'id': ref('res_partner_john0')}
+ self.build_form(cr, uid, data, context)
+-
+ I create a segmentation record.
+-
+ !record {model: crm.segmentation, id: crm_segmentation_test1}:
+ answer_yes:
+ - crm_profiling_answer_openerppartner0
+ categ_id: res_partner_category_customers0
+ name: test
+ parent_id: crm_profiling.crm_segmentation0
+ profiling_active: true
+ som_interval: 0.0
+- |
+ I continue the process of segmentation.
+-
+ !python {model: crm.segmentation}: |
+ self.process_continue(cr, uid, [ref('crm_segmentation_test1')], start=False)
+
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