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Coopdevs
Odoo
Coopdevs OCB mirror
Commits
39780b50
Commit
39780b50
authored
7 years ago
by
Fabien Pinckaers
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[IMP] crm: improved dema data, to show a beautiful pipe by default
parent
ebe58d92
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2 changed files
addons/crm/data/crm_lead_demo.xml
+13
-10
13 additions, 10 deletions
addons/crm/data/crm_lead_demo.xml
addons/crm/tests/test_lead2opportunity.py
+1
-1
1 addition, 1 deletion
addons/crm/tests/test_lead2opportunity.py
with
14 additions
and
11 deletions
addons/crm/data/crm_lead_demo.xml
+
13
−
10
View file @
39780b50
...
...
@@ -362,7 +362,7 @@ Andrew</p>]]></field>
<!-- Demo Opportunities -->
<record
id=
"crm_case_13"
model=
"crm.lead"
>
<field
name=
"type"
>
opportunity
</field>
<field
name=
"name"
>
Plan to buy
60 keyboards
and mouses
</field>
<field
name=
"name"
>
Quote for
60
0
keyboards
</field>
<field
name=
"planned_revenue"
>
40000
</field>
<field
name=
"probability"
>
10.0
</field>
<field
name=
"contact_name"
>
Will McEncroe
</field>
...
...
@@ -409,7 +409,7 @@ Andrew</p>]]></field>
<record
id=
"crm_case_15"
model=
"crm.lead"
>
<field
name=
"type"
>
opportunity
</field>
<field
name=
"name"
>
Plan to buy
RedHat
servers
</field>
<field
name=
"name"
>
Plan to buy
Odoo
servers
</field>
<field
name=
"planned_revenue"
>
25000
</field>
<field
name=
"probability"
>
30.0
</field>
<field
name=
"partner_id"
ref=
"base.res_partner_2"
/>
...
...
@@ -422,7 +422,7 @@ Andrew</p>]]></field>
<field
name=
"priority"
>
1
</field>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"team_id"
ref=
"sales_team.team_sales_department"
/>
<field
name=
"user_id"
ref=
"base.user_
demo
"
/>
<field
name=
"user_id"
ref=
"base.user_
root
"
/>
<field
name=
"stage_id"
ref=
"crm.stage_lead2"
/>
<field
name=
"campaign_id"
ref=
"utm.utm_campaign_email_campaign_products"
/>
<field
name=
"source_id"
ref=
"utm.utm_source_newsletter"
/>
...
...
@@ -508,7 +508,7 @@ Andrew</p>]]></field>
<field
name=
"priority"
>
2
</field>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"team_id"
ref=
"sales_team.team_sales_department"
/>
<field
name=
"user_id"
ref=
"base.user_
demo
"
/>
<field
name=
"user_id"
ref=
"base.user_
root
"
/>
<field
name=
"stage_id"
ref=
"crm.stage_lead2"
/>
<field
name=
"campaign_id"
ref=
"utm.utm_campaign_email_campaign_products"
/>
<field
name=
"source_id"
ref=
"utm.utm_source_mailing"
/>
...
...
@@ -516,7 +516,7 @@ Andrew</p>]]></field>
<record
id=
"crm_case_17"
model=
"crm.lead"
>
<field
name=
"type"
>
opportunity
</field>
<field
name=
"name"
>
Pricing Inform
ation
of
Services
</field>
<field
name=
"name"
>
Implement
ation Services
Pricing
</field>
<field
name=
"planned_revenue"
>
1000
</field>
<field
name=
"probability"
>
35.0
</field>
<field
name=
"partner_name"
>
BalmerInc S.A.
</field>
...
...
@@ -611,7 +611,7 @@ Andrew</p>]]></field>
<field
name=
"priority"
>
1
</field>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"team_id"
ref=
"sales_team.team_sales_department"
/>
<field
name=
"user_id"
ref=
"base.user_
root
"
/>
<field
name=
"user_id"
ref=
"base.user_
demo
"
/>
<field
name=
"stage_id"
ref=
"crm.stage_lead3"
/>
<field
name=
"date_closed"
eval=
"(DateTime.today() - relativedelta(months=3)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"campaign_id"
ref=
"utm.utm_campaign_email_campaign_products"
/>
...
...
@@ -633,7 +633,7 @@ Andrew</p>]]></field>
<field
name=
"tag_ids"
eval=
"[(6, 0, [categ_oppor4,categ_oppor8])]"
/>
<field
name=
"priority"
>
2
</field>
<field
name=
"team_id"
ref=
"sales_team.team_sales_department"
/>
<field
name=
"user_id"
ref=
"base.user_
demo
"
/>
<field
name=
"user_id"
ref=
"base.user_
root
"
/>
<field
name=
"stage_id"
ref=
"crm.stage_lead3"
/>
<field
name=
"campaign_id"
ref=
"utm.utm_campaign_email_campaign_products"
/>
<field
name=
"source_id"
ref=
"utm.utm_source_mailing"
/>
...
...
@@ -641,7 +641,7 @@ Andrew</p>]]></field>
<record
id=
"crm_case_21"
model=
"crm.lead"
>
<field
name=
"type"
>
opportunity
</field>
<field
name=
"name"
>
“Resource Planning” project develpment
</field>
<field
name=
"name"
>
“Resource Planning” project devel
o
pment
</field>
<field
name=
"planned_revenue"
>
9000
</field>
<field
name=
"partner_id"
ref=
"base.res_partner_4"
/>
<field
name=
"country_id"
ref=
"base.uk"
/>
...
...
@@ -734,7 +734,7 @@ Andrew</p>]]></field>
<record
id=
"crm_case_26"
model=
"crm.lead"
>
<field
name=
"type"
>
opportunity
</field>
<field
name=
"name"
>
Would appreciate
more info
rmation
about your products
</field>
<field
name=
"name"
>
Need
more info about your products
</field>
<field
name=
"planned_revenue"
>
11000
</field>
<field
name=
"probability"
>
45
</field>
<field
name=
"partner_name"
>
Agrolait
</field>
...
...
@@ -811,6 +811,7 @@ Andrew</p>]]></field>
</record>
<record
id=
"activity_5"
model=
"mail.activity"
>
<field
name=
"res_id"
ref=
"crm.crm_case_17"
/>
<field
name=
"user_id"
ref=
"base.user_demo"
/>
<field
name=
"res_model_id"
ref=
"crm.model_crm_lead"
/>
<field
name=
"activity_type_id"
ref=
"mail.mail_activity_data_email"
/>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(days=-1)).strftime('%Y-%m-%d %H:%M')"
/>
...
...
@@ -829,6 +830,7 @@ Andrew</p>]]></field>
<field
name=
"activity_type_id"
ref=
"mail.mail_activity_data_call"
/>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(days=-2)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"summary"
>
Followup on the proposal
</field>
<field
name=
"user_id"
ref=
"base.user_demo"
/>
</record>
<record
id=
"activity_8"
model=
"mail.activity"
>
<field
name=
"res_id"
ref=
"crm.crm_case_20"
/>
...
...
@@ -840,7 +842,7 @@ Andrew</p>]]></field>
<field
name=
"res_id"
ref=
"crm.crm_case_21"
/>
<field
name=
"res_model_id"
ref=
"crm.model_crm_lead"
/>
<field
name=
"activity_type_id"
ref=
"mail.mail_activity_data_call"
/>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(days=
-1
)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(days=
4
)).strftime('%Y-%m-%d %H:%M')"
/>
</record>
<record
id=
"activity_10"
model=
"mail.activity"
>
<field
name=
"res_id"
ref=
"crm.crm_case_22"
/>
...
...
@@ -870,6 +872,7 @@ Andrew</p>]]></field>
<record
id=
"activity_14"
model=
"mail.activity"
>
<field
name=
"res_id"
ref=
"crm.crm_case_26"
/>
<field
name=
"res_model_id"
ref=
"crm.model_crm_lead"
/>
<field
name=
"user_id"
ref=
"base.user_demo"
/>
<field
name=
"activity_type_id"
ref=
"mail.mail_activity_data_email"
/>
<field
name=
"date_deadline"
eval=
"(DateTime.today() + relativedelta(days=0)).strftime('%Y-%m-%d %H:%M')"
/>
<field
name=
"summary"
>
Send Catalog by Email
</field>
...
...
This diff is collapsed.
Click to expand it.
addons/crm/tests/test_lead2opportunity.py
+
1
−
1
View file @
39780b50
...
...
@@ -45,7 +45,7 @@ class TestLead2opportunity2win(TestCrmCases):
mass
.
sudo
(
self
.
crm_salemanager
.
id
).
mass_convert
()
# Now I check first lead converted on opportunity.
self
.
assertEqual
(
crm_case_13
.
name
,
"
Plan to buy
60 keyboards
and mouses
"
,
"
Opportunity name not correct
"
)
self
.
assertEqual
(
crm_case_13
.
name
,
"
Quote for
60
0
keyboards
"
,
"
Opportunity name not correct
"
)
self
.
assertEqual
(
crm_case_13
.
type
,
'
opportunity
'
,
"
Lead is not converted to opportunity!
"
)
expected_partner
=
"
Will McEncroe
"
self
.
assertEqual
(
crm_case_13
.
partner_id
.
name
,
expected_partner
,
"
Partner mismatch! %s vs %s
"
%
(
crm_case_13
.
partner_id
.
name
,
expected_partner
))
...
...
This diff is collapsed.
Click to expand it.
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