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143 changes: 143 additions & 0 deletions crm_project_task/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

================
CRM Project Task
================

..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:8feae5743422d3ed67f281843a248c4c44b16dbed7b135d799b7ce64a46ccf83
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
:target: https://odoo-community.org/page/development-status
:alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/20.0/crm_project_task
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-20-0/crm-20-0-crm_project_task
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=20.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows salesman to create linked tasks from
leads/opportunities in a special project for such tasks

.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module, you need to:

- Go to Project
- Create a project
- Go to CRM > Settings > Configuration > Projects
- Set crm default project

Usage
=====

1. Go to *CRM > Sales > My pipeline*.
2. Open one of the existing leads or create one.
3. If no tasks have been created from this lead, there will be a button
"Create Task". Click on it.
4. What happens next depends on whether you have permission to create
tasks in the configured default project or to even create tasks at
all.

- If yes: You will be redirected to a form view to create and edit
the new task you are creating.

- You may also click the status button and view all tasks linked to
this lead. You may also add more tasks from these views.

- If no: A popup will appear asking you for a name and description
for the new task you are creating.

- Click on "Create Task" button. A task will be created in the
configured default project and the popup will close.
- The status button will show you how many tasks are linked to this
lead, but when you click on it you will only see ones to which
you have been given access (by being set as a follower or by
assignment of the lead to you). You will not be able to add any
tasks from this view

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_project_task%0Aversion:%2020.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Moduon

Contributors
------------

- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- Andrii Kompaniiets (`Moduon <https://www.moduon.team/>`__)
- `Pyxiris <https://github.com/Pyxiris>`__

- `Liam Noonan <https://github.com/ljmnoonan>`__

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
:target: https://github.com/EmilioPascual
:alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
.. |maintainer-Andrii9090| image:: https://github.com/Andrii9090.png?size=40px
:target: https://github.com/Andrii9090
:alt: Andrii9090

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-EmilioPascual| |maintainer-rafaelbn| |maintainer-Andrii9090|

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/20.0/crm_project_task>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions crm_project_task/__init__.py
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from . import models
from . import wizards
31 changes: 31 additions & 0 deletions crm_project_task/__manifest__.py
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# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)

{
"name": "CRM Project Task",
"summary": "Create tasks from lead or opportunity",
"version": "20.0.1.0.0",
"development_status": "Alpha",
"category": "Sales/CRM",
"website": "https://github.com/OCA/crm",
"author": "Moduon, Odoo Community Association (OCA)",
"maintainers": ["EmilioPascual", "rafaelbn", "Andrii9090"],
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": [
"crm",
"project",
],
"data": [
"security/ir.access.csv",
"views/res_config_settings.xml",
"wizards/crm_create_task.xml",
"views/crm_lead.xml",
"views/project_task.xml",
"views/crm_project_task_actions.xml",
],
"demo": [
"demo/crm_demo.xml",
],
}
13 changes: 13 additions & 0 deletions crm_project_task/demo/crm_demo.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<odoo noupdate="1">
<!-- Set Reasearch and Development as the default project for the main company -->
<record id="base.main_company" model="res.company">
<field name="crm_default_project_id" ref='project.project_project_2' />
</record>

<record id="crm_project_task_demo_task" model="project.task">
<field name="name">Demo task from opportunity</field>
<field name="lead_id" ref="crm.crm_case_31" />
<field name="project_id" ref="project.project_project_2" />
</record>
</odoo>
181 changes: 181 additions & 0 deletions crm_project_task/i18n/crm_project_task.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_project_task
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 19.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count
msgid "#Task"
msgstr ""

#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid ""
"By default this project will be selected to create task from lead / "
"opportunity"
msgstr ""

#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.wizard_crm_create_task_view_form
msgid "Cancel"
msgstr ""

#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_company
msgid "Companies"
msgstr ""

#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_config_settings
msgid "Config Settings"
msgstr ""

#. module: crm_project_task
#: model:ir.actions.act_window,name:crm_project_task.wizard_crm_create_task_action
#: model_terms:ir.ui.view,arch_db:crm_project_task.inherit_crm_lead_view_form_crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.wizard_crm_create_task_view_form
msgid "Create Task"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_uid
msgid "Created by"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_date
msgid "Created on"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_res_company__crm_default_project_id
#: model:ir.model.fields,field_description:crm_project_task.field_res_config_settings__crm_default_project_id
msgid "Crm Default Project"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description
msgid "Description"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__display_name
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__display_name
#: model:ir.model.fields,field_description:crm_project_task.field_res_company__display_name
#: model:ir.model.fields,field_description:crm_project_task.field_res_config_settings__display_name
msgid "Display Name"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__id
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__id
#: model:ir.model.fields,field_description:crm_project_task.field_res_company__id
#: model:ir.model.fields,field_description:crm_project_task.field_res_config_settings__id
msgid "ID"
msgstr ""

#. module: crm_project_task
#: model_terms:ir.actions.act_window,help:crm_project_task.action_crm_lead_related_tasks
msgid ""
"Keep track of the progress of your tasks from creation to completion.<br>\n"
" Collaborate efficiently by chatting in real-time or via email."
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid
msgid "Last Updated by"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_date
msgid "Last Updated on"
msgstr ""

#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_lead
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__lead_id
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__lead_id
msgid "Lead"
msgstr ""

#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.view_task_form2_inherit_crm_project_task
msgid "Lead/Opportunity"
msgstr ""

#. module: crm_project_task
#: model_terms:ir.actions.act_window,help:crm_project_task.action_crm_lead_related_tasks
msgid "No tasks found. Let's create one!"
msgstr ""

#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/models/project_task.py:0
#: model_terms:ir.ui.view,arch_db:crm_project_task.view_task_form2_inherit_crm_project_task
msgid "Parent Lead"
msgstr ""

#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/models/crm_lead.py:0
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
msgid "Project not configured in settings. Please contact your administrator."
msgstr ""

#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Projects"
msgstr ""

#. module: crm_project_task
#: model:ir.actions.act_window,name:crm_project_task.action_new_task
#: model:ir.model,name:crm_project_task.model_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_ids
msgid "Task"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name
msgid "Task Name"
msgstr ""

#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.inherit_crm_lead_view_form_crm_project_task
msgid "Task(s)"
msgstr ""

#. module: crm_project_task
#: model:ir.actions.act_window,name:crm_project_task.action_crm_lead_related_tasks
msgid "Tasks"
msgstr ""

#. module: crm_project_task
#: model:ir.model.fields,help:crm_project_task.field_project_task__display_name
msgid ""
"Use these keywords in the title to set new tasks:\n"
"\n"
" #tags Set tags on the task\n"
" @user Assign the task to a user\n"
" ! Set the task a medium priority\n"
" !! Set the task a high priority\n"
" !!! Set the task a urgent priority\n"
"\n"
" Make sure to use the right format and order e.g. Improve the configuration screen #feature #v16 @Mitchell !"
msgstr ""

#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_create_task
msgid "Wizard to create task"
msgstr ""
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