83 lines
2.5 KiB
ReStructuredText
83 lines
2.5 KiB
ReStructuredText
====================================
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Sale Opportunity Management Scenario
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====================================
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Imports::
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>>> from proteus import Model, Wizard
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>>> from trytond.tests.tools import activate_modules
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>>> from datetime import date
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Activate modules::
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>>> config = activate_modules('sale_opportunity_management')
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---------------------------------------------------------------------------------------------
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Como administrador quiero registrar un prospecto para lugo poder hacerle un seguimiento
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---------------------------------------------------------------------------------------------
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Crear mecanismos de contacto::
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Crear prospecto::
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>>> Prospect = Model.get('sale.prospect')
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>>> prospect = Prospect()
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>>> prospect.name = 'guchito S.A.S'
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>>> prospect.city = 'Bogotá'
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>>> phone = prospect.contact_methods.new()
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>>> phone.contact_type = 'mobile'
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>>> phone.value = '3132923938'
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>>> prospect.save()
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-----------------------------------------------------------------------------------------
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Como operador quiero poder crear un seguimiento de prospecto para luego hacer una llamada
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-----------------------------------------------------------------------------------------
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Crear seguimiento de prospecto::
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>>> ProspectTrace = Model.get('sale.prospect_trace')
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>>> prospect_trace = ProspectTrace()
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>>> prospect_trace.prospect = prospect
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>>> prospect_trace.save()
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>>> prospect_trace.prospect_name
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'guchito S.A.S'
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>>> prospect_trace.prospect_city
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'Bogotá'
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----------------------------------------------------------------------------
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Como operador quiero registrar una llamada para luego generar reportes
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----------------------------------------------------------------------------
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Crear llamada a un seguimiento de prospecto::
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>>> Call = Model.get('sale.call')
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>>> call = Call()
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>>> call.description = 'Descripción u observaciones de la llamada'
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>>> call.prospect_trace = prospect_trace
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>>> call.save()
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>>> call.prospect_trace.prospect_name
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'guchito S.A.S'
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>>> call.date == date.today()
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True
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Crear otra llamada al mismo seguimiento de prospecto::
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>>> Call = Model.get('sale.call')
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>>> call = Call()
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>>> call.description = 'Segunda llamada al mismo seguimiento'
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>>> call.prospect_trace = prospect_trace
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>>> call.save()
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>>> call.prospect_trace.prospect_name
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'guchito S.A.S'
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>>> call.prospect_trace.prospect_city
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'Bogotá'
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>>> call.date == date.today()
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True
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>>> len(prospect_trace.calls) == 2
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True |