Initial commit: OCA Technical packages (595 packages)

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================
CRM Project Task
================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:097d2732e5b0e5c34282141c245d5b664957631a1fb7bcf078379ff86a966c5e
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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/licence-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/16.0/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-16-0/crm-16-0-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=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allow create task from leads/opportunities
.. 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 with right configuration in order that all salesman have access (usually all employees)
* Go to CRM > Configuration > Project
* Set crm default project
Usage
=====
#. Go to *CRM > Sales > My pipeline*.
#. Open one of the existing leads or create one.
#. Click on the button "Create Task".
#. A popup will appear asking you name and description for create task.
#. Click on "Create Task" button.
#. A task will be created with project in settings.
#. A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task.
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:%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/>`__)
* Rafael Blasco (`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
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-EmilioPascual|
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_task>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models
from . import wizards

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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": "16.0.1.0.2",
"development_status": "Alpha",
"category": "Sales/CRM",
"website": "https://github.com/OCA/crm",
"author": "Moduon, Odoo Community Association (OCA)",
"maintainers": ["EmilioPascual"],
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": [
"crm",
"project",
],
"data": [
"security/ir.model.access.csv",
"views/res_config_settings.xml",
"wizards/crm_create_task.xml",
"views/crm_lead.xml",
"views/project_task.xml",
],
}

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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 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_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count
msgid "#Task"
msgstr "#Zadatak"
#. 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 "Otkaži"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_company
msgid "Companies"
msgstr "Kompanije"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_config_settings
msgid "Config Settings"
msgstr "Postavke"
#. 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 "Kreiraj zadatak"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_uid
msgid "Created by"
msgstr "Kreirao"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_date
msgid "Created on"
msgstr "Kreirano"
#. 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 "CRM osnovni projekt"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Default project"
msgstr "Osnovni projekt"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description
msgid "Description"
msgstr "Opis"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name
msgid "Display Name"
msgstr "Prikazani naziv"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id
msgid "ID"
msgstr "ID"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task____last_update
msgid "Last Modified on"
msgstr "Zadnje mijenjano"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid
msgid "Last Updated by"
msgstr "Zadnji ažurirao"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_date
msgid "Last Updated on"
msgstr "Zadnje ažurirano"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__lead_id
msgid "Lead"
msgstr "Potencijal"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_lead
#: model_terms:ir.ui.view,arch_db:crm_project_task.view_task_form2_inherit_crm_project_task
msgid "Lead/Opportunity"
msgstr "Potencijal/Prilika"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid "Lead/Opportunity not found. Please, create task from lead/opportunity."
msgstr "Potencijalni klijent/prilika nije pronađen. Molimo kreirajte zadatak iz potencijalnog klijenta/prilike."
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Project not configured in settings, please contact with 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 "Projekti"
#. module: crm_project_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 "Zadatak"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"created."
msgstr ""
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name
msgid "Task Name"
msgstr "Naziv zadatka"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-"
"id=%(lead)d>%(name)s</a>."
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 "Zadatak/zadaci"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_create_task
msgid "Wizard to create task"
msgstr "Čarobnjak za kreiranje zadatka"

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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 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_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_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "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
msgid "Display Name"
msgstr ""
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id
msgid "ID"
msgstr ""
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task____last_update
msgid "Last Modified on"
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.fields,field_description:crm_project_task.field_project_task__lead_id
msgid "Lead"
msgstr ""
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_lead
#: 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
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid "Lead/Opportunity not found. Please, create task from lead/opportunity."
msgstr ""
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Project not configured in settings, please contact with 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.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
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"created."
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
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-"
"id=%(lead)d>%(name)s</a>."
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.model,name:crm_project_task.model_crm_create_task
msgid "Wizard to create task"
msgstr ""

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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 16.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-08-02 11:46+0000\n"
"PO-Revision-Date: 2023-08-02 13:51+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: \n"
"X-Generator: Poedit 3.3.1\n"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count
msgid "#Task"
msgstr "#Tarea"
#. 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 ""
"Por defecto este proyecto será seleccionado para crear la tarea desde la "
"iniciativa/oportunidad"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.wizard_crm_create_task_view_form
msgid "Cancel"
msgstr "Cancelar"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_company
msgid "Companies"
msgstr "Compañías"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_config_settings
msgid "Config Settings"
msgstr "Opciones de configuración"
#. 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 "Crear tarea"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_uid
msgid "Created by"
msgstr "Creado por"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_date
msgid "Created on"
msgstr "Creado el"
#. 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 "Proyecto por defecto en CRM"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Default project"
msgstr "Proyecto por defecto"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description
msgid "Description"
msgstr "Descripción"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name
msgid "Display Name"
msgstr "Nombre mostrado"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id
msgid "ID"
msgstr "Identificación"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task____last_update
msgid "Last Modified on"
msgstr "Última modificación el"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid
msgid "Last Updated by"
msgstr "Última actualización por"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_date
msgid "Last Updated on"
msgstr "Última actualización el"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__lead_id
msgid "Lead"
msgstr "Iniciativa"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_lead
#: model_terms:ir.ui.view,arch_db:crm_project_task.view_task_form2_inherit_crm_project_task
msgid "Lead/Opportunity"
msgstr "Iniciativa/Oportundad"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid "Lead/Opportunity not found. Please, create task from lead/opportunity."
msgstr ""
"Iniciativa/Oportunidad no encontrada. Por favor, cree la tarea desde una "
"iniciativa/Oportunidad."
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Project not configured in settings, please contact with your administrator."
msgstr ""
"No hay un proyecto configurado en ajustes, por favor contacte con su "
"administrador."
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Projects"
msgstr "Proyectos"
#. module: crm_project_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 "Tarea"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"created."
msgstr ""
"Tarea <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"creada."
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name
msgid "Task Name"
msgstr "Nombre de tarea"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-"
"id=%(lead)d>%(name)s</a>."
msgstr ""
"Tarea creada desde la iniciativa/oportunidad <a href=# data-oe-model=crm."
"lead data-oe-id=%(lead)d>%(name)s</a>."
#. 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 "Tarea(s)"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_create_task
msgid "Wizard to create task"
msgstr "Asistente para crear tarea"

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@ -0,0 +1,180 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_project_task
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-12-19 20:35+0000\n"
"Last-Translator: mde-spring <79934758+mde-spring@users.noreply.github.com>\n"
"Language-Team: none\n"
"Language: fr\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 4.17\n"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count
msgid "#Task"
msgstr "#Tache"
#. 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 ""
"Par défaut, ce projet sera sélectionné pour créer la tâche depuis la piste/"
"opportunité"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.wizard_crm_create_task_view_form
msgid "Cancel"
msgstr "Annuler"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_company
msgid "Companies"
msgstr "Sociétés"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_config_settings
msgid "Config Settings"
msgstr "Paramètres de configuration"
#. 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 "Créer une tâche"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_uid
msgid "Created by"
msgstr "Créer par"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_date
msgid "Created on"
msgstr "Créer le"
#. 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 "Projet par défaut CRM"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Default project"
msgstr "Projet par défaut"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description
msgid "Description"
msgstr "Description"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name
msgid "Display Name"
msgstr "Nom afficher"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id
msgid "ID"
msgstr "ID"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task____last_update
msgid "Last Modified on"
msgstr "Dernière modification le"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid
msgid "Last Updated by"
msgstr "Dernière modification par"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_date
msgid "Last Updated on"
msgstr "Dernière mise à jour le"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__lead_id
msgid "Lead"
msgstr "Piste"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_lead
#: model_terms:ir.ui.view,arch_db:crm_project_task.view_task_form2_inherit_crm_project_task
msgid "Lead/Opportunity"
msgstr "Piste/Opportunité"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid "Lead/Opportunity not found. Please, create task from lead/opportunity."
msgstr ""
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Project not configured in settings, please contact with your administrator."
msgstr ""
"Projet non configuré dans la configuration, merci de contacter votre "
"administrateur."
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Projects"
msgstr "Projets"
#. module: crm_project_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 "Tâche"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"created."
msgstr ""
"Tâche <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"créée."
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name
msgid "Task Name"
msgstr "Nome de la tâche"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-"
"id=%(lead)d>%(name)s</a>."
msgstr ""
"Tâche créée depuis la piste/opportunité <a href=# data-oe-model=crm.lead "
"data-oe-id=%(lead)d>%(name)s</a>."
#. 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 "Tâche(s)"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_create_task
msgid "Wizard to create task"
msgstr "Assistant de création de tâche"

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@ -0,0 +1,181 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_project_task
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-02-16 16:37+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 4.17\n"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count
msgid "#Task"
msgstr "N. lavoro"
#. 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 ""
"Questo progetto verrà selezionato in modo predefinito per creare lavori da "
"contatti / opportunità"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.wizard_crm_create_task_view_form
msgid "Cancel"
msgstr "Annulla"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_company
msgid "Companies"
msgstr "Aziende"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_res_config_settings
msgid "Config Settings"
msgstr "Impostazioni configurazione"
#. 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 "Crea lavoro"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_uid
msgid "Created by"
msgstr "Creato da"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_date
msgid "Created on"
msgstr "Creato il"
#. 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 "Progetto predefinito"
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Default project"
msgstr "Progetto predefinito"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description
msgid "Description"
msgstr "Descrizione"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name
msgid "Display Name"
msgstr "Nome visualizzato"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id
msgid "ID"
msgstr "ID"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task____last_update
msgid "Last Modified on"
msgstr "Ultima modifica il"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid
msgid "Last Updated by"
msgstr "Ultimo aggiornamento di"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_date
msgid "Last Updated on"
msgstr "Ultimo aggiornamento il"
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_project_task__lead_id
msgid "Lead"
msgstr "Contatto"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_lead
#: model_terms:ir.ui.view,arch_db:crm_project_task.view_task_form2_inherit_crm_project_task
msgid "Lead/Opportunity"
msgstr "Contatto/Opportunità"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid "Lead/Opportunity not found. Please, create task from lead/opportunity."
msgstr ""
"Contatto/opportunità non trovato. Creare un lavoro da contatto/opportunità."
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Project not configured in settings, please contact with your administrator."
msgstr ""
"Manca la configurazione dei progetti nelle impostazioni, contattare "
"l'amministratore."
#. module: crm_project_task
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form
msgid "Projects"
msgstr "Progetti"
#. module: crm_project_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 "Lavoro"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task <a href=# data-oe-model=project.task data-oe-id=%(task)d>%(name)s</a> "
"created."
msgstr ""
"Creato lavoro <a href=# data-oe-model=project.task data-oe-id=%(task)d>"
"%(name)s</a>."
#. module: crm_project_task
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name
msgid "Task Name"
msgstr "Nome lavoro"
#. module: crm_project_task
#. odoo-python
#: code:addons/crm_project_task/wizards/crm_create_task.py:0
#, python-format
msgid ""
"Task created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-"
"id=%(lead)d>%(name)s</a>."
msgstr ""
"Lavoro creato da contatto/opportunità <a href=# data-oe-model=crm.lead data-"
"oe-id=%(lead)d>%(name)s</a>."
#. 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 "Lavoro(i)"
#. module: crm_project_task
#: model:ir.model,name:crm_project_task.model_crm_create_task
msgid "Wizard to create task"
msgstr "Procedura guidata per creare un lavoro"

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@ -0,0 +1,4 @@
from . import res_config_settings
from . import res_company
from . import project_task
from . import crm_lead

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@ -0,0 +1,24 @@
# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
from odoo import api, fields, models
class CrmLead(models.Model):
_inherit = "crm.lead"
task_ids = fields.One2many("project.task", "lead_id")
task_count = fields.Integer("#Task", compute="_compute_task_count")
@api.depends("task_ids")
def _compute_task_count(self):
for lead in self:
lead.task_count = len(lead.task_ids)
def action_tasks(self):
self.ensure_one()
ctx = self._context.copy()
action = self.env.ref("project.action_view_task").sudo().read()[0]
ctx.update({"default_lead_id": self.id})
action.update({"context": ctx, "domain": [("lead_id", "=", self.id)]})
return action

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@ -0,0 +1,10 @@
# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
from odoo import fields, models
class CrmLead(models.Model):
_inherit = "project.task"
lead_id = fields.Many2one("crm.lead")

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@ -0,0 +1,10 @@
# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
from odoo import fields, models
class ResCompany(models.Model):
_inherit = "res.company"
crm_default_project_id = fields.Many2one("project.project")

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@ -0,0 +1,13 @@
# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
from odoo import fields, models
class ResConfigSettings(models.TransientModel):
_inherit = "res.config.settings"
crm_default_project_id = fields.Many2one(
related="company_id.crm_default_project_id", readonly=False
)

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@ -0,0 +1,6 @@
To configure this module, you need to:
* Go to Project
* Create a project with right configuration in order that all salesman have access (usually all employees)
* Go to CRM > Configuration > Project
* Set crm default project

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@ -0,0 +1,2 @@
* Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

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This module allow create task from leads/opportunities

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@ -0,0 +1,7 @@
#. Go to *CRM > Sales > My pipeline*.
#. Open one of the existing leads or create one.
#. Click on the button "Create Task".
#. A popup will appear asking you name and description for create task.
#. Click on "Create Task" button.
#. A task will be created with project in settings.
#. A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task.

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@ -0,0 +1,2 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_crm_create_task,crm.create.task.user,model_crm_create_task,sales_team.group_sale_salesman,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_create_task crm.create.task.user model_crm_create_task sales_team.group_sale_salesman 1 1 1 1

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<body>
<div class="document" id="crm-project-task">
<h1 class="title">CRM Project Task</h1>
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<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/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_project_task"><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_task"><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&amp;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 allow create task from leads/opportunities</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="#configuration" id="toc-entry-1">Configuration</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="configuration">
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>To configure this module, you need to:</p>
<ul class="simple">
<li>Go to Project</li>
<li>Create a project with right configuration in order that all salesman have access (usually all employees)</li>
<li>Go to CRM &gt; Configuration &gt; Project</li>
<li>Set crm default project</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<ol class="arabic simple">
<li>Go to <em>CRM &gt; Sales &gt; My pipeline</em>.</li>
<li>Open one of the existing leads or create one.</li>
<li>Click on the button “Create Task”.</li>
<li>A popup will appear asking you name and description for create task.</li>
<li>Click on “Create Task” button.</li>
<li>A task will be created with project in settings.</li>
<li>A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task.</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_task%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>Rafael Blasco (<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">maintainer</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></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_project_task">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>

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from . import test_crm_project_task

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# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
from odoo.exceptions import UserError
from odoo.tests.common import TransactionCase
from odoo.addons.mail.tests.common import mail_new_test_user
class TestCrmProjectTask(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.company = cls.env.user.company_id
cls.user_salesman = mail_new_test_user(
cls.env,
login="user_test",
name="User Test",
email="user_test@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.project = cls.env["project.project"].create(
{
"name": "Test Project",
"description": "Test Description",
}
)
cls.task_name = "Task Test"
cls.task_description = "Line1</br>Line2"
def test_crm_create_task(self):
# Error without project default
self.company.crm_default_project_id = False
wizard = (
self.env["crm.create.task"]
.with_user(self.user_salesman)
.with_context(active_model="crm.lead", active_id=self.lead.id)
.create(
{
"task_name": self.task_name,
"description": self.task_description,
}
)
)
with self.assertRaises(UserError):
wizard.create_task()
# Set project default
self.company.crm_default_project_id = self.project
action = wizard.create_task()
task = self.env["project.task"].browse(action["res_id"])
self.assertEqual(task.name, self.task_name)
self.assertEqual(task.project_id, self.company.crm_default_project_id)
self.assertEqual(task.partner_id, self.partner)
self.assertEqual(task.lead_id, self.lead)
# Check action tasks
action = self.lead.action_tasks()
tasks = self.env["project.task"].search(action["domain"])
tasks_lead = tasks.mapped("lead_id")
self.assertEqual(self.lead, tasks_lead)
self.assertEqual(len(tasks), self.lead.task_count)

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2023 Moduon Team S.L.
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) -->
<odoo>
<record id="inherit_crm_lead_view_form_crm_project_task" model="ir.ui.view">
<field name="name">crm.lead.view.form.inherit.crm.project.task</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 Task"
name="%(wizard_crm_create_task_action)d"
type="action"
class="oe_highlight"
context="{'default_task_name': name}"
attrs="{'invisible': ['|', ('active','=',False), ('task_count', '!=', 0)]}"
/>
</xpath>
<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
<button
name="action_tasks"
type="object"
class="oe_stat_button"
icon="fa-tasks"
>
<field string="Task(s)" name="task_count" widget="statinfo" />
</button>
</xpath>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2023 Moduon Team S.L.
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) -->
<odoo>
<record id="view_task_form2_inherit_crm_project_task" model="ir.ui.view">
<field name="name">project.task.form.inherit</field>
<field name="model">project.task</field>
<field name="inherit_id" ref="project.view_task_form2" />
<field name="arch" type="xml">
<xpath expr="//page[@name='extra_info']" position="inside">
<group name="crm" string="Lead/Opportunity">
<field name="lead_id" />
</group>
</xpath>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2023 Moduon Team S.L.
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) -->
<odoo>
<record id="res_config_settings_view_form" model="ir.ui.view">
<field
name="name"
>res.config.settings.view.form.inherit.crm.project.task</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="crm.res_config_settings_view_form" />
<field name="arch" type="xml">
<div data-string="CRM" position="inside">
<h2>Projects</h2>
<div class="row mt16 o_settings_container">
<div class="col-lg-6 o_setting_box">
<div class="o_setting_left_pane">
</div>
<div class="o_setting_right_pane" id="crm_default_project_id">
<label
for="crm_default_project_id"
string="Default project"
/>
<div class="text-muted">
By default this project will be selected to create task from lead / opportunity
</div>
<field name="crm_default_project_id" />
</div>
</div>
</div>
</div>
</field>
</record>
</odoo>

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from . import crm_create_task

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# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
from odoo import _, fields, models
from odoo.exceptions import UserError
class CrmCreateTAsk(models.TransientModel):
_name = "crm.create.task"
_description = "Wizard to create task"
task_name = fields.Char()
description = fields.Html()
def create_task(self):
project = self.env.company.crm_default_project_id
if not project:
raise UserError(
_(
"Project not configured in settings, "
"please contact with your administrator."
)
)
lead = (
self.env["crm.lead"].browse(self._context.get("active_id", False))
if self._context.get("active_model") == "crm.lead"
and self._context.get("active_id", False)
else False
)
if not lead:
raise UserError(
_(
"Lead/Opportunity not found. Please, create task from lead/opportunity."
)
)
# Create task
task = (
self.env["project.task"].sudo().create(self._get_data_create(lead, project))
)
# Messages in chatter
task.message_post(
body=_(
"Task created from lead/opportunity "
"<a href=# data-oe-model=crm.lead data-oe-id=%(lead)d>%(name)s</a>.",
lead=lead,
name=lead.name,
)
)
lead.message_post(
body=_(
"Task <a href=# data-oe-model=project.task "
"data-oe-id=%(task)d>%(name)s</a> created.",
task=task,
name=task.display_name,
)
)
# Return action go to created task
view = self.env.ref("project.view_task_form2")
return {
"name": "Task created",
"view_type": "form",
"view_mode": "form",
"view_id": view.id,
"res_model": "project.task",
"type": "ir.actions.act_window",
"res_id": task.id,
"context": self.env.context,
}
def _get_data_create(self, lead, project):
"""Get dict to create task"""
return {
"name": self.task_name,
"project_id": project.id,
"partner_id": lead.partner_id.id or False,
"lead_id": lead.id,
"description": self.description,
"user_ids": [(6, 0, [])],
}

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2023 Moduon Team S.L.
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) -->
<odoo>
<record id="wizard_crm_create_task_view_form" model="ir.ui.view">
<field name="name">crm.create.task.form</field>
<field name="model">crm.create.task</field>
<field name="arch" type="xml">
<form>
<group>
<field name="task_name" />
<field name="description" type="html" />
</group>
<footer>
<button
name="create_task"
type="object"
string="Create Task"
class="oe_highlight"
/>
<button special="cancel" string="Cancel" />
</footer>
</form>
</field>
</record>
<record id="wizard_crm_create_task_action" model="ir.actions.act_window">
<field name="name">Create Task</field>
<field name="res_model">crm.create.task</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</odoo>