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@@ -28,7 +28,8 @@ Brazilian Localization CRM CNPJ Search | |
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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Módulo que adiciona um botão para preencher automaticamente os campos de um lead a partir do seu CNPJ. | ||
Módulo que adiciona um botão para preencher automaticamente os campos de | ||
um lead a partir do seu CNPJ. | ||
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**Table of contents** | ||
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@@ -43,17 +44,21 @@ Este módulo depende do módulo l10n_br_cnpj_search e l10n_br_crm. | |
Configuration | ||
============= | ||
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Esta busca de informações a partir do cnpj é realizada com base no provedor configurado na aba de configurações, vale ressaltar que o provedor receitaws permite a realização de três consultas por minuto, enquanto que o SERPRO é pago e permite consultas ilimitadas em seus planos. | ||
Esta busca de informações a partir do cnpj é realizada com base no | ||
provedor configurado na aba de configurações, vale ressaltar que o | ||
provedor receitaws permite a realização de três consultas por minuto, | ||
enquanto que o SERPRO é pago e permite consultas ilimitadas em seus | ||
planos. | ||
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Usage | ||
===== | ||
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#. Acesse Configurações | ||
#. Escolha um provedor para a busca | ||
#. Habilite o Lead nas configurações do CRM | ||
#. Acesse CRM > Lead > Criar | ||
#. Preencha o nome do Lead, insira no campo de CNPJ o CNPJ que deseja buscar e clique na lupa ao lado do campo para buscar | ||
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1. Acesse Configurações | ||
2. Escolha um provedor para a busca | ||
3. Habilite o Lead nas configurações do CRM | ||
4. Acesse CRM > Lead > Criar | ||
5. Preencha o nome do Lead, insira no campo de CNPJ o CNPJ que deseja | ||
buscar e clique na lupa ao lado do campo para buscar | ||
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Bug Tracker | ||
=========== | ||
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@@ -69,19 +74,19 @@ Credits | |
======= | ||
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Authors | ||
~~~~~~~ | ||
------- | ||
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* KMEE | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
------------ | ||
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* `KMEE <https://www.kmee.com.br>`_: | ||
- `KMEE <https://www.kmee.com.br>`__: | ||
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* Bruno Corredato Botti <[email protected]> | ||
- Bruno Corredato Botti <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
----------- | ||
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This module is maintained by the OCA. | ||
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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@@ -0,0 +1,5 @@ | ||
Esta busca de informações a partir do cnpj é realizada com base no | ||
provedor configurado na aba de configurações, vale ressaltar que o | ||
provedor receitaws permite a realização de três consultas por minuto, | ||
enquanto que o SERPRO é pago e permite consultas ilimitadas em seus | ||
planos. |
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- [KMEE](https://www.kmee.com.br): | ||
- Bruno Corredato Botti \<<[email protected]>\> |
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3 changes: 2 additions & 1 deletion
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...br_crm_cnpj_search/readme/DESCRIPTION.rst → ..._br_crm_cnpj_search/readme/DESCRIPTION.md
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Módulo que adiciona um botão para preencher automaticamente os campos de um lead a partir do seu CNPJ. | ||
Módulo que adiciona um botão para preencher automaticamente os campos de | ||
um lead a partir do seu CNPJ. |
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1. Acesse Configurações | ||
2. Escolha um provedor para a busca | ||
3. Habilite o Lead nas configurações do CRM | ||
4. Acesse CRM \> Lead \> Criar | ||
5. Preencha o nome do Lead, insira no campo de CNPJ o CNPJ que deseja | ||
buscar e clique na lupa ao lado do campo para buscar |
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from . import test_receitaws | ||
from . import test_serpro |
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# Copyright 2024 KMEE | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo.tests import TransactionCase | ||
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class TestCRMReceitaws(TransactionCase): | ||
@classmethod | ||
def setUpClass(cls): | ||
super().setUpClass() | ||
cls.crm_lead_model = cls.env["crm.lead"] | ||
cls.res_partner_model = cls.env["res.partner"] | ||
cls.crm_lead_1 = cls.crm_lead_model.create({"name": "Jamanta"}) | ||
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def test_convert_to_oportunity(self): | ||
# self.crm_lead_1._onchange_cnpj_cpf() | ||
self.crm_lead_1.write({"cnpj_cpf": "31.954.065/0001-08"}) | ||
action_wizard = self.crm_lead_1.action_open_cnpj_search_wizard() | ||
wizard_context = action_wizard.get("context") | ||
wizard = ( | ||
self.env["partner.search.wizard"].with_context(**wizard_context).create({}) | ||
) | ||
wizard.action_update_partner() | ||
self.assertEqual( | ||
self.crm_lead_1.legal_name, | ||
"Atacadao Jamanta Ltda", | ||
) | ||
self.assertEqual(self.crm_lead_1.name, "Atacadao Jamanta") | ||
self.assertEqual(self.crm_lead_1.street, "Rodovia Br 393") | ||
self.assertEqual(self.crm_lead_1.street2, "Km 72") | ||
self.assertEqual(self.crm_lead_1.street_number, "774") | ||
self.assertEqual(self.crm_lead_1.zip, "25.887-000") | ||
self.assertEqual(self.crm_lead_1.district, "Jamapara") | ||
self.assertEqual(self.crm_lead_1.phone, "(32) 8412-7486") | ||
self.assertEqual(self.crm_lead_1.mobile, False) | ||
self.assertEqual(self.crm_lead_1.state_id.code, "RJ") | ||
self.assertEqual(self.crm_lead_1.equity_capital, 95400.0) | ||
self.assertEqual(self.crm_lead_1.cnae_main_id.code, "4635-4/02") | ||
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cnaes = [ | ||
"4635-4/99", | ||
"4646-0/01", | ||
"4691-5/00", | ||
"4723-7/00", | ||
"4729-6/99", | ||
"4772-5/00", | ||
"4930-2/02", | ||
] | ||
cnaes = sorted(cnaes) | ||
cnae_secondary_codes = [ | ||
cnae.code for cnae in self.crm_lead_1.cnae_secondary_ids | ||
] | ||
cnae_secondary_codes = sorted(cnae_secondary_codes) | ||
for i in range(0, len(cnae_secondary_codes)): | ||
self.assertEqual(cnaes[i], cnae_secondary_codes[i]) |
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# Copyright 2024 KMEE | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo.tests import TransactionCase | ||
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class TestCRMSerpro(TransactionCase): | ||
def test_crm_serpro_basica(self): | ||
self.assertTrue(True) |