trytondo-sale_opportunity_m.../tests/scenario_sale_opportunity_management.rst
2023-07-30 01:44:46 +00:00

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