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46
odoo-bringout-oca-crm-crm_project_create/README.md
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odoo-bringout-oca-crm-crm_project_create/README.md
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# CRM Project Create
|
||||
|
||||
Odoo addon: crm_project_create
|
||||
|
||||
## Installation
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-crm-crm_project_create
|
||||
```
|
||||
|
||||
## Dependencies
|
||||
|
||||
This addon depends on:
|
||||
- crm
|
||||
- sale_project
|
||||
- mail_message_destiny_link_template
|
||||
|
||||
## Manifest Information
|
||||
|
||||
- **Name**: CRM Project Create
|
||||
- **Version**: 16.0.1.1.0
|
||||
- **Category**: Sales/CRM
|
||||
- **License**: LGPL-3
|
||||
- **Installable**: True
|
||||
|
||||
## Source
|
||||
|
||||
Based on [OCA/crm](https://github.com/OCA/crm) branch 16.0, addon `crm_project_create`.
|
||||
|
||||
## License
|
||||
|
||||
This package maintains the original LGPL-3 license from the upstream Odoo project.
|
||||
|
||||
## Documentation
|
||||
|
||||
- Overview: doc/OVERVIEW.md
|
||||
- Architecture: doc/ARCHITECTURE.md
|
||||
- Models: doc/MODELS.md
|
||||
- Controllers: doc/CONTROLLERS.md
|
||||
- Wizards: doc/WIZARDS.md
|
||||
- Install: doc/INSTALL.md
|
||||
- Usage: doc/USAGE.md
|
||||
- Configuration: doc/CONFIGURATION.md
|
||||
- Dependencies: doc/DEPENDENCIES.md
|
||||
- Troubleshooting: doc/TROUBLESHOOTING.md
|
||||
- FAQ: doc/FAQ.md
|
||||
|
|
@ -0,0 +1,123 @@
|
|||
==================
|
||||
CRM Project Create
|
||||
==================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:b0555faf7acf3fa621d26d7a95df6e1cce0fced7788b70a02effce0c363e2d25
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |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/licence-LGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
|
||||
:alt: License: LGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/crm/tree/16.0/crm_project_create
|
||||
:alt: OCA/crm
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create
|
||||
: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=16.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module extends the functionality of crm and project and allow you
|
||||
to create a project from opportunity or lead.
|
||||
|
||||
It also allows archiving or reactivating the project and its analytical
|
||||
account from the lead.
|
||||
|
||||
.. 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:
|
||||
|
||||
Use Cases / Context
|
||||
===================
|
||||
|
||||
This module was developed because sometimes you want to create the
|
||||
project from the crm without creating a sales order, for example when
|
||||
you want to plan a project.
|
||||
|
||||
It will be useful for you if you want to create a project before
|
||||
creating a quotation and confirming it or if you want to estimate, plan
|
||||
or know if you have the capacity before making the sale.
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
To use this module, you need to:
|
||||
|
||||
1. Go to CRM > Sales > My Pipeline
|
||||
2. Create a new opportunity or join an existing one.
|
||||
3. Click on **Create project** in header.
|
||||
4. A wizard is shown to fill project name and/or project description.
|
||||
5. Click on **Create project**.
|
||||
6. You can see project created in page **Extra Information**, inside
|
||||
group **Misc**.
|
||||
7. Is you have *Project: Administrator* permissions, you can edit the
|
||||
project after creating it.
|
||||
|
||||
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_create%0Aversion:%2016.0%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/>`__)
|
||||
- Eduardo López (`Moduon <https://www.moduon.team/>`__)
|
||||
|
||||
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
|
||||
|
||||
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-EmilioPascual| |maintainer-rafaelbn|
|
||||
|
||||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
from . import models
|
||||
from . import wizards
|
||||
|
|
@ -0,0 +1,22 @@
|
|||
# Copyright 2024 Moduon Team S.L.
|
||||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
|
||||
|
||||
{
|
||||
"name": "CRM Project Create",
|
||||
"summary": "Allow create projects from lead/opportunity",
|
||||
"version": "16.0.1.1.0",
|
||||
"development_status": "Alpha",
|
||||
"category": "Sales/CRM",
|
||||
"website": "https://github.com/OCA/crm",
|
||||
"author": "Moduon, Odoo Community Association (OCA)",
|
||||
"maintainers": ["EmilioPascual", "rafaelbn"],
|
||||
"license": "LGPL-3",
|
||||
"application": False,
|
||||
"installable": True,
|
||||
"depends": ["crm", "sale_project", "mail_message_destiny_link_template"],
|
||||
"data": [
|
||||
"security/ir.model.access.csv",
|
||||
"wizards/crm_create_project.xml",
|
||||
"views/crm_lead.xml",
|
||||
],
|
||||
}
|
||||
|
|
@ -0,0 +1,96 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_project_create
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\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_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "Cancel"
|
||||
msgstr "Otkaži"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
|
||||
msgid "Create Project"
|
||||
msgstr "Kreiraj projekt"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
|
||||
msgid "Created by"
|
||||
msgstr "Kreirao"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
|
||||
msgid "Created on"
|
||||
msgstr "Kreirano"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
|
||||
msgid "Display Name"
|
||||
msgstr "Prikazani naziv"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
|
||||
msgid "ID"
|
||||
msgstr "ID"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr "Zadnje mijenjano"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
|
||||
msgid "Last Updated by"
|
||||
msgstr "Zadnji ažurirao"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
|
||||
msgid "Last Updated on"
|
||||
msgstr "Zadnje ažurirano"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
|
||||
msgid "Lead"
|
||||
msgstr "Potencijal"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Potencijal/Prilika"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
|
||||
msgid "Project"
|
||||
msgstr "Projekat"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
|
||||
msgid "Project Description"
|
||||
msgstr "Opis projekta"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
|
||||
msgid "Project Name"
|
||||
msgstr "Ime projekta"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_create_project
|
||||
msgid "Wizart to create Project from Lead/Opportunity"
|
||||
msgstr "Čarobnjak za kreiranje projekta iz potencijalnog klijenta/prilike"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "You won't be able to edit this project after creating it"
|
||||
msgstr "Nećete moći uređivati ovaj projekt nakon kreiranja"
|
||||
|
|
@ -0,0 +1,96 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_project_create
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\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_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "Cancel"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
|
||||
msgid "Create Project"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
|
||||
msgid "Created by"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
|
||||
msgid "Created on"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
|
||||
msgid "Display Name"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
|
||||
msgid "ID"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
|
||||
msgid "Last Updated by"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
|
||||
msgid "Last Updated on"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
|
||||
msgid "Lead"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
|
||||
msgid "Project"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
|
||||
msgid "Project Description"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
|
||||
msgid "Project Name"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_create_project
|
||||
msgid "Wizart to create Project from Lead/Opportunity"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "You won't be able to edit this project after creating it"
|
||||
msgstr ""
|
||||
|
|
@ -0,0 +1,116 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_create_project
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0+e\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2024-07-17 12:20+0000\n"
|
||||
"PO-Revision-Date: 2024-07-17 14:20+0200\n"
|
||||
"Last-Translator: Emilio Pascual <emilio@moduom.team>\n"
|
||||
"Language-Team: \n"
|
||||
"Language: es\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: 8bit\n"
|
||||
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
|
||||
"X-Generator: Poedit 3.4.4\n"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "Cancel"
|
||||
msgstr "Cancelar"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
|
||||
msgid "Create Project"
|
||||
msgstr "Crear proyecto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
|
||||
msgid "Created by"
|
||||
msgstr "Creado por"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
|
||||
msgid "Created on"
|
||||
msgstr "Creado el"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
|
||||
msgid "Display Name"
|
||||
msgstr "Nombre mostrado"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
|
||||
msgid "ID"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr "Última modificación el"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
|
||||
msgid "Last Updated by"
|
||||
msgstr "Última actualización por"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
|
||||
msgid "Last Updated on"
|
||||
msgstr "Última actualización el"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
|
||||
msgid "Lead"
|
||||
msgstr "Iniciativa/Oportundad"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Iniciativa/Oportundad"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
|
||||
msgid "Project"
|
||||
msgstr "Proyecto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
|
||||
msgid "Project Description"
|
||||
msgstr "Descripción del proyecto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
|
||||
msgid "Project Name"
|
||||
msgstr "Nombre del proyecto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_create_project
|
||||
msgid "Wizart to create Project from Lead/Opportunity"
|
||||
msgstr "Asistente para crear un proyecto desde la iniciativa/oportunidad"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "You won't be able to edit this project after creating it"
|
||||
msgstr ""
|
||||
|
||||
#, python-format
|
||||
#~ msgid ""
|
||||
#~ "Project <a href=# data-oe-model=project.project data-oe-"
|
||||
#~ "id=%(project)d>%(name)s</a> created."
|
||||
#~ msgstr ""
|
||||
#~ "Proyecto <a href=# data-oe-model=project.project data-oe-"
|
||||
#~ "id=%(project)d>%(name)s</a> creado."
|
||||
|
||||
#, python-format
|
||||
#~ msgid ""
|
||||
#~ "Project created from lead/opportunity <a href=# data-oe-model=crm.lead "
|
||||
#~ "data-oe-id=%(lead)d>%(name)s</a>."
|
||||
#~ msgstr ""
|
||||
#~ "Proyecto creado desde la iniciativa/oportunidad <a href=# data-oe-"
|
||||
#~ "model=crm.lead data-oe-id=%(lead)d>%(name)s</a>."
|
||||
|
|
@ -0,0 +1,99 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_project_create
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"PO-Revision-Date: 2024-07-31 15:58+0000\n"
|
||||
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
|
||||
"Language-Team: none\n"
|
||||
"Language: it\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 5.6.2\n"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "Cancel"
|
||||
msgstr "Annulla"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
|
||||
msgid "Create Project"
|
||||
msgstr "Crea progetto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
|
||||
msgid "Created by"
|
||||
msgstr "Creato da"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
|
||||
msgid "Created on"
|
||||
msgstr "Creato il"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
|
||||
msgid "Display Name"
|
||||
msgstr "Nome visualizzato"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
|
||||
msgid "ID"
|
||||
msgstr "ID"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr "Ultima modifica il"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
|
||||
msgid "Last Updated by"
|
||||
msgstr "Ultimo aggiornamento di"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
|
||||
msgid "Last Updated on"
|
||||
msgstr "Ultimo aggiornamento il"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
|
||||
msgid "Lead"
|
||||
msgstr "Contatto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Contatto/Opportunità"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
|
||||
msgid "Project"
|
||||
msgstr "Progetto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
|
||||
msgid "Project Description"
|
||||
msgstr "Descrizione progetto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
|
||||
msgid "Project Name"
|
||||
msgstr "Nome progetto"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model:ir.model,name:crm_project_create.model_crm_create_project
|
||||
msgid "Wizart to create Project from Lead/Opportunity"
|
||||
msgstr "Procedura guidata per creare il progetto dal contatto/opportunità"
|
||||
|
||||
#. module: crm_project_create
|
||||
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
|
||||
msgid "You won't be able to edit this project after creating it"
|
||||
msgstr "Non si potrà modificare questo progetto deopo la creazione"
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import crm_lead
|
||||
|
|
@ -0,0 +1,18 @@
|
|||
# Copyright 2024 Moduon Team S.L.
|
||||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class CrmLead(models.Model):
|
||||
_inherit = "crm.lead"
|
||||
|
||||
project_id = fields.Many2one("project.project", string="Project")
|
||||
|
||||
def toggle_active(self):
|
||||
"""Archive or reactivate the project and their analytic account on lead toggle."""
|
||||
res = super().toggle_active()
|
||||
for lead in self.filtered(lambda l: l.project_id):
|
||||
lead.sudo().project_id.active = lead.active
|
||||
lead.sudo().project_id.analytic_account_id.active = lead.active
|
||||
return res
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
This module was developed because sometimes you want to create the project from the crm without creating a sales order, for example when you want to plan a project.
|
||||
|
||||
It will be useful for you if you want to create a project before creating a quotation and confirming it or if you want to estimate, plan or know if you have the capacity before making the sale.
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
- Emilio Pascual ([Moduon](https://www.moduon.team/))
|
||||
- Eduardo López ([Moduon](https://www.moduon.team/))
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.
|
||||
|
||||
It also allows archiving or reactivating the project and its analytical account from the lead.
|
||||
|
|
@ -0,0 +1,11 @@
|
|||
|
||||
|
||||
To use this module, you need to:
|
||||
|
||||
1. Go to CRM > Sales > My Pipeline
|
||||
1. Create a new opportunity or join an existing one.
|
||||
1. Click on **Create project** in header.
|
||||
1. A wizard is shown to fill project name and/or project description.
|
||||
1. Click on **Create project**.
|
||||
1. You can see project created in page **Extra Information**, inside group **Misc**.
|
||||
1. Is you have *Project: Administrator* permissions, you can edit the project after creating it.
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_crm_create_project,crm.create.project,model_crm_create_project,sales_team.group_sale_salesman,1,1,1,1
|
||||
|
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,461 @@
|
|||
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|
||||
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||||
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|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>CRM Project Create</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
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||||
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||||
|
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||||
|
||||
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|
||||
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|
||||
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|
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|
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|
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|
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|
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|
||||
ol.arabic {
|
||||
list-style: decimal }
|
||||
|
||||
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|
||||
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|
||||
|
||||
ol.upperalpha {
|
||||
list-style: upper-alpha }
|
||||
|
||||
ol.lowerroman {
|
||||
list-style: lower-roman }
|
||||
|
||||
ol.upperroman {
|
||||
list-style: upper-roman }
|
||||
|
||||
p.attribution {
|
||||
text-align: right ;
|
||||
margin-left: 50% }
|
||||
|
||||
p.caption {
|
||||
font-style: italic }
|
||||
|
||||
p.credits {
|
||||
font-style: italic ;
|
||||
font-size: smaller }
|
||||
|
||||
p.label {
|
||||
white-space: nowrap }
|
||||
|
||||
p.rubric {
|
||||
font-weight: bold ;
|
||||
font-size: larger ;
|
||||
color: maroon ;
|
||||
text-align: center }
|
||||
|
||||
p.sidebar-title {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold ;
|
||||
font-size: larger }
|
||||
|
||||
p.sidebar-subtitle {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
p.topic-title {
|
||||
font-weight: bold }
|
||||
|
||||
pre.address {
|
||||
margin-bottom: 0 ;
|
||||
margin-top: 0 ;
|
||||
font: inherit }
|
||||
|
||||
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
pre.code .ln { color: gray; } /* line numbers */
|
||||
pre.code, code { background-color: #eeeeee }
|
||||
pre.code .comment, code .comment { color: #5C6576 }
|
||||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
||||
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
||||
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
||||
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
||||
pre.code .inserted, code .inserted { background-color: #A3D289}
|
||||
|
||||
span.classifier {
|
||||
font-family: sans-serif ;
|
||||
font-style: oblique }
|
||||
|
||||
span.classifier-delimiter {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
span.interpreted {
|
||||
font-family: sans-serif }
|
||||
|
||||
span.option {
|
||||
white-space: nowrap }
|
||||
|
||||
span.pre {
|
||||
white-space: pre }
|
||||
|
||||
span.problematic, pre.problematic {
|
||||
color: red }
|
||||
|
||||
span.section-subtitle {
|
||||
/* font-size relative to parent (h1..h6 element) */
|
||||
font-size: 80% }
|
||||
|
||||
table.citation {
|
||||
border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
table.footnote {
|
||||
border-left: solid 1px black;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docutils td, table.docutils th,
|
||||
table.docinfo td, table.docinfo th {
|
||||
padding-left: 0.5em ;
|
||||
padding-right: 0.5em ;
|
||||
vertical-align: top }
|
||||
|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
||||
border: 0px;
|
||||
border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
||||
}
|
||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="crm-project-create">
|
||||
<h1 class="title">CRM Project Create</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:b0555faf7acf3fa621d26d7a95df6e1cce0fced7788b70a02effce0c363e2d25
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_project_create"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module extends the functionality of crm and project and allow you
|
||||
to create a project from opportunity or lead.</p>
|
||||
<p>It also allows archiving or reactivating the project and its analytical
|
||||
account from the lead.</p>
|
||||
<div class="admonition important">
|
||||
<p class="first admonition-title">Important</p>
|
||||
<p class="last">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.
|
||||
<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
|
||||
</div>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#use-cases-context" id="toc-entry-1">Use Cases / Context</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="use-cases-context">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
|
||||
<p>This module was developed because sometimes you want to create the
|
||||
project from the crm without creating a sales order, for example when
|
||||
you want to plan a project.</p>
|
||||
<p>It will be useful for you if you want to create a project before
|
||||
creating a quotation and confirming it or if you want to estimate, plan
|
||||
or know if you have the capacity before making the sale.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<p>To use this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to CRM > Sales > My Pipeline</li>
|
||||
<li>Create a new opportunity or join an existing one.</li>
|
||||
<li>Click on <strong>Create project</strong> in header.</li>
|
||||
<li>A wizard is shown to fill project name and/or project description.</li>
|
||||
<li>Click on <strong>Create project</strong>.</li>
|
||||
<li>You can see project created in page <strong>Extra Information</strong>, inside
|
||||
group <strong>Misc</strong>.</li>
|
||||
<li>Is you have <em>Project: Administrator</em> permissions, you can edit the
|
||||
project after creating it.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
|
||||
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
|
||||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_project_create%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Moduon</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Emilio Pascual (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
|
||||
<li>Eduardo López (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||||
</a>
|
||||
<p>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.</p>
|
||||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/EmilioPascual"><img alt="EmilioPascual" src="https://github.com/EmilioPascual.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/rafaelbn"><img alt="rafaelbn" src="https://github.com/rafaelbn.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_project_create">OCA/crm</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import test_crm_create_project
|
||||
|
|
@ -0,0 +1,92 @@
|
|||
# Copyright 2024 Moduon Team S.L.
|
||||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
|
||||
|
||||
from markupsafe import Markup
|
||||
|
||||
from odoo.tests.common import Form, TransactionCase, users
|
||||
|
||||
from odoo.addons.mail.tests.common import mail_new_test_user
|
||||
|
||||
|
||||
class TestCrmCreateProject(TransactionCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.company = cls.env["res.company"].create(
|
||||
{
|
||||
"name": "Company Test",
|
||||
}
|
||||
)
|
||||
cls.user_salesman = mail_new_test_user(
|
||||
cls.env,
|
||||
login="user_salesman",
|
||||
name="User Salesman",
|
||||
email="user_salesman@test.example.com",
|
||||
company_id=cls.company.id,
|
||||
groups="sales_team.group_sale_salesman",
|
||||
)
|
||||
cls.partner = cls.env["res.partner"].create(
|
||||
{
|
||||
"name": "Partner Test",
|
||||
}
|
||||
)
|
||||
cls.lead = cls.env["crm.lead"].create(
|
||||
{
|
||||
"name": "Test Lead",
|
||||
"type": "lead",
|
||||
"partner_id": cls.partner.id,
|
||||
"user_id": cls.user_salesman.id,
|
||||
}
|
||||
)
|
||||
cls.default_plan = cls.env["account.analytic.plan"].create(
|
||||
{"name": "Default", "company_id": False}
|
||||
)
|
||||
|
||||
@users("user_salesman")
|
||||
def test_crm_project_create(self):
|
||||
"""Test the creation of a project from a lead."""
|
||||
wizard_form = Form(
|
||||
self.env["crm.create.project"].with_context(
|
||||
active_model="crm.lead",
|
||||
active_id=self.lead.id,
|
||||
default_lead_id=self.lead.id,
|
||||
default_project_name=self.lead.name,
|
||||
)
|
||||
)
|
||||
self.assertEqual(wizard_form.project_name, self.lead.name)
|
||||
wizard_form.project_name = "Test Project"
|
||||
wizard_form.project_description = "Test Description"
|
||||
wizard = wizard_form.save()
|
||||
wizard.create_project()
|
||||
|
||||
self.assertTrue(self.lead.project_id)
|
||||
self.assertEqual(self.lead.project_id.name, "Test Project")
|
||||
self.assertEqual(
|
||||
self.lead.project_id.description,
|
||||
Markup("<p>Test Description</p>"),
|
||||
)
|
||||
# When a lead is archived, so it's project and their analytic account.
|
||||
analytic_account = self.env["account.analytic.account"].create(
|
||||
{
|
||||
"name": "Test analytic account",
|
||||
"plan_id": self.default_plan.id,
|
||||
"company_id": False,
|
||||
}
|
||||
)
|
||||
self.lead.project_id.analytic_account_id = analytic_account
|
||||
self.lead.action_archive()
|
||||
self.assertFalse(self.lead.project_id.active)
|
||||
self.assertFalse(self.lead.project_id.analytic_account_id.active)
|
||||
# Reactivate the lead
|
||||
self.lead.toggle_active()
|
||||
self.assertTrue(self.lead.project_id.active)
|
||||
self.assertTrue(self.lead.project_id.analytic_account_id.active)
|
||||
# Mark lead as lost
|
||||
lost_wizard = self.env["crm.lead.lost"].create(
|
||||
{
|
||||
"lost_reason_id": self.env.ref("crm.lost_reason_1").id,
|
||||
}
|
||||
)
|
||||
lost_wizard.with_context(active_ids=self.lead.ids).action_lost_reason_apply()
|
||||
self.assertFalse(self.lead.project_id.active)
|
||||
self.assertFalse(self.lead.project_id.analytic_account_id.active)
|
||||
|
|
@ -0,0 +1,26 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!-- Copyright 2024 Moduon Team S.L.
|
||||
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0) -->
|
||||
<odoo>
|
||||
<record id="crm_lead_view_form_crm_project_project" model="ir.ui.view">
|
||||
<field name="name">CRM Lead Form Create Project</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_lead_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="header" position="inside">
|
||||
<button
|
||||
string="Create Project"
|
||||
name="%(crm_project_create.crm_create_project_action)d"
|
||||
type="action"
|
||||
class="oe_highlight"
|
||||
context="{'default_project_name': name, 'default_lead_id': id}"
|
||||
attrs="{'invisible': ['|', ('active','=',False), ('project_id', '!=', False)]}"
|
||||
/>
|
||||
</xpath>
|
||||
<xpath expr="//group[@name='Misc']" position="inside">
|
||||
<field name="project_id" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import crm_create_project
|
||||
|
|
@ -0,0 +1,43 @@
|
|||
# Copyright 2024 Moduon Team S.L.
|
||||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class CrmCreateProject(models.TransientModel):
|
||||
_name = "crm.create.project"
|
||||
_description = "Wizart to create Project from Lead/Opportunity"
|
||||
|
||||
project_name = fields.Char()
|
||||
project_description = fields.Html()
|
||||
lead_id = fields.Many2one("crm.lead")
|
||||
|
||||
def create_project(self):
|
||||
project = (
|
||||
self.env["project.project"]
|
||||
.sudo()
|
||||
.create(self._prepare_create_project_values())
|
||||
)
|
||||
self.lead_id.project_id = project
|
||||
project.message_post_with_view(
|
||||
"mail.message_origin_link",
|
||||
values={"self": self.lead_id.project_id, "origin": self.lead_id},
|
||||
subtype_id=self.env.ref("mail.mt_note").id,
|
||||
author_id=self.env.user.partner_id.id,
|
||||
)
|
||||
self.lead_id.message_post_with_view(
|
||||
"mail_message_destiny_link_template.message_destiny_link",
|
||||
values={"self": self.lead_id, "destiny": self.lead_id.project_id},
|
||||
subtype_id=self.env.ref("mail.mt_note").id,
|
||||
author_id=self.env.user.partner_id.id,
|
||||
)
|
||||
|
||||
def _prepare_create_project_values(self):
|
||||
return {
|
||||
"name": self.project_name,
|
||||
"partner_id": self.lead_id.partner_id.id,
|
||||
"description": self.project_description,
|
||||
"active": True,
|
||||
"company_id": self.lead_id.company_id.id,
|
||||
"allow_billable": True,
|
||||
}
|
||||
|
|
@ -0,0 +1,36 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!-- Copyright 2024 Moduon Team S.L.
|
||||
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0) -->
|
||||
<data>
|
||||
<record id="crm_create_project_view_form" model="ir.ui.view">
|
||||
<field name="name">CRM Create Project Form</field>
|
||||
<field name="model">crm.create.project</field>
|
||||
<field name="arch" type="xml">
|
||||
<form>
|
||||
<p
|
||||
groups="!project.group_project_manager"
|
||||
>You won't be able to edit this project after creating it</p>
|
||||
<group>
|
||||
<field name="project_name" />
|
||||
<field name="project_description" type="html" />
|
||||
</group>
|
||||
<footer>
|
||||
<button
|
||||
name="create_project"
|
||||
type="object"
|
||||
string="Create Project"
|
||||
class="oe_highlight"
|
||||
/>
|
||||
<button special="cancel" string="Cancel" />
|
||||
</footer>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="crm_create_project_action" model="ir.actions.act_window">
|
||||
<field name="name">Create Project</field>
|
||||
<field name="res_model">crm.create.project</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
</data>
|
||||
32
odoo-bringout-oca-crm-crm_project_create/doc/ARCHITECTURE.md
Normal file
32
odoo-bringout-oca-crm-crm_project_create/doc/ARCHITECTURE.md
Normal file
|
|
@ -0,0 +1,32 @@
|
|||
# Architecture
|
||||
|
||||
```mermaid
|
||||
flowchart TD
|
||||
U[Users] -->|HTTP| V[Views and QWeb Templates]
|
||||
V --> C[Controllers]
|
||||
V --> W[Wizards – Transient Models]
|
||||
C --> M[Models and ORM]
|
||||
W --> M
|
||||
M --> R[Reports]
|
||||
DX[Data XML] --> M
|
||||
S[Security – ACLs and Groups] -. enforces .-> M
|
||||
|
||||
subgraph Crm_project_create Module - crm_project_create
|
||||
direction LR
|
||||
M:::layer
|
||||
W:::layer
|
||||
C:::layer
|
||||
V:::layer
|
||||
R:::layer
|
||||
S:::layer
|
||||
DX:::layer
|
||||
end
|
||||
|
||||
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
|
||||
```
|
||||
|
||||
Notes
|
||||
- Views include tree/form/kanban templates and report templates.
|
||||
- Controllers provide website/portal routes when present.
|
||||
- Wizards are UI flows implemented with `models.TransientModel`.
|
||||
- Data XML loads data/demo records; Security defines groups and access.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Configuration
|
||||
|
||||
Refer to Odoo settings for crm_project_create. Configure related models, access rights, and options as needed.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Controllers
|
||||
|
||||
This module does not define custom HTTP controllers.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Dependencies
|
||||
|
||||
This addon depends on:
|
||||
|
||||
- [crm](../../odoo-bringout-oca-ocb-crm)
|
||||
- [sale_project](../../odoo-bringout-oca-ocb-sale_project)
|
||||
- [mail_message_destiny_link_template](../../odoo-bringout-oca-server-ux-mail_message_destiny_link_template)
|
||||
4
odoo-bringout-oca-crm-crm_project_create/doc/FAQ.md
Normal file
4
odoo-bringout-oca-crm-crm_project_create/doc/FAQ.md
Normal file
|
|
@ -0,0 +1,4 @@
|
|||
# FAQ
|
||||
|
||||
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
|
||||
- Q: How to enable? A: Start server with --addon crm_project_create or install in UI.
|
||||
7
odoo-bringout-oca-crm-crm_project_create/doc/INSTALL.md
Normal file
7
odoo-bringout-oca-crm-crm_project_create/doc/INSTALL.md
Normal file
|
|
@ -0,0 +1,7 @@
|
|||
# Install
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-crm-crm_project_create"
|
||||
# or
|
||||
uv pip install odoo-bringout-oca-crm-crm_project_create"
|
||||
```
|
||||
12
odoo-bringout-oca-crm-crm_project_create/doc/MODELS.md
Normal file
12
odoo-bringout-oca-crm-crm_project_create/doc/MODELS.md
Normal file
|
|
@ -0,0 +1,12 @@
|
|||
# Models
|
||||
|
||||
Detected core models and extensions in crm_project_create.
|
||||
|
||||
```mermaid
|
||||
classDiagram
|
||||
class crm_lead
|
||||
```
|
||||
|
||||
Notes
|
||||
- Classes show model technical names; fields omitted for brevity.
|
||||
- Items listed under _inherit are extensions of existing models.
|
||||
6
odoo-bringout-oca-crm-crm_project_create/doc/OVERVIEW.md
Normal file
6
odoo-bringout-oca-crm-crm_project_create/doc/OVERVIEW.md
Normal file
|
|
@ -0,0 +1,6 @@
|
|||
# Overview
|
||||
|
||||
Packaged Odoo addon: crm_project_create. Provides features documented in upstream Odoo 16 under this addon.
|
||||
|
||||
- Source: OCA/OCB 16.0, addon crm_project_create
|
||||
- License: LGPL-3
|
||||
3
odoo-bringout-oca-crm-crm_project_create/doc/REPORTS.md
Normal file
3
odoo-bringout-oca-crm-crm_project_create/doc/REPORTS.md
Normal file
|
|
@ -0,0 +1,3 @@
|
|||
# Reports
|
||||
|
||||
This module does not define custom reports.
|
||||
34
odoo-bringout-oca-crm-crm_project_create/doc/SECURITY.md
Normal file
34
odoo-bringout-oca-crm-crm_project_create/doc/SECURITY.md
Normal file
|
|
@ -0,0 +1,34 @@
|
|||
# Security
|
||||
|
||||
Access control and security definitions in crm_project_create.
|
||||
|
||||
## Access Control Lists (ACLs)
|
||||
|
||||
Model access permissions defined in:
|
||||
- **[ir.model.access.csv](../crm_project_create/security/ir.model.access.csv)**
|
||||
- 1 model access rules
|
||||
|
||||
## Record Rules
|
||||
|
||||
Row-level security rules defined in:
|
||||
|
||||
```mermaid
|
||||
graph TB
|
||||
subgraph "Security Layers"
|
||||
A[Users] --> B[Groups]
|
||||
B --> C[Access Control Lists]
|
||||
C --> D[Models]
|
||||
B --> E[Record Rules]
|
||||
E --> F[Individual Records]
|
||||
end
|
||||
```
|
||||
|
||||
Security files overview:
|
||||
- **[ir.model.access.csv](../crm_project_create/security/ir.model.access.csv)**
|
||||
- Model access permissions (CRUD rights)
|
||||
|
||||
Notes
|
||||
- Access Control Lists define which groups can access which models
|
||||
- Record Rules provide row-level security (filter records by user/group)
|
||||
- Security groups organize users and define permission sets
|
||||
- All security is enforced at the ORM level by Odoo
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Troubleshooting
|
||||
|
||||
- Ensure Python and Odoo environment matches repo guidance.
|
||||
- Check database connectivity and logs if startup fails.
|
||||
- Validate that dependent addons listed in DEPENDENCIES.md are installed.
|
||||
7
odoo-bringout-oca-crm-crm_project_create/doc/USAGE.md
Normal file
7
odoo-bringout-oca-crm-crm_project_create/doc/USAGE.md
Normal file
|
|
@ -0,0 +1,7 @@
|
|||
# Usage
|
||||
|
||||
Start Odoo including this addon (from repo root):
|
||||
|
||||
```bash
|
||||
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon crm_project_create
|
||||
```
|
||||
3
odoo-bringout-oca-crm-crm_project_create/doc/WIZARDS.md
Normal file
3
odoo-bringout-oca-crm-crm_project_create/doc/WIZARDS.md
Normal file
|
|
@ -0,0 +1,3 @@
|
|||
# Wizards
|
||||
|
||||
This module does not include UI wizards.
|
||||
44
odoo-bringout-oca-crm-crm_project_create/pyproject.toml
Normal file
44
odoo-bringout-oca-crm-crm_project_create/pyproject.toml
Normal file
|
|
@ -0,0 +1,44 @@
|
|||
[project]
|
||||
name = "odoo-bringout-oca-crm-crm_project_create"
|
||||
version = "16.0.0"
|
||||
description = "CRM Project Create - Allow create projects from lead/opportunity"
|
||||
authors = [
|
||||
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
|
||||
]
|
||||
dependencies = [
|
||||
"odoo-bringout-oca-ocb-crm>=16.0.0",
|
||||
"odoo-bringout-oca-crm-sale_project>=16.0.0",
|
||||
"odoo-bringout-oca-crm-mail_message_destiny_link_template>=16.0.0",
|
||||
"requests>=2.25.1"
|
||||
]
|
||||
readme = "README.md"
|
||||
requires-python = ">= 3.11"
|
||||
classifiers = [
|
||||
"Development Status :: 5 - Production/Stable",
|
||||
"Intended Audience :: Developers",
|
||||
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
|
||||
"Programming Language :: Python :: 3",
|
||||
"Programming Language :: Python :: 3.11",
|
||||
"Programming Language :: Python :: 3.12",
|
||||
"Topic :: Office/Business",
|
||||
]
|
||||
|
||||
[project.urls]
|
||||
homepage = "https://github.com/bringout/0"
|
||||
repository = "https://github.com/bringout/0"
|
||||
|
||||
[build-system]
|
||||
requires = ["hatchling"]
|
||||
build-backend = "hatchling.build"
|
||||
|
||||
[tool.hatch.metadata]
|
||||
allow-direct-references = true
|
||||
|
||||
[tool.hatch.build.targets.wheel]
|
||||
packages = ["crm_project_create"]
|
||||
|
||||
[tool.rye]
|
||||
managed = true
|
||||
dev-dependencies = [
|
||||
"pytest>=8.4.1",
|
||||
]
|
||||
Loading…
Add table
Add a link
Reference in a new issue