[15.0][ADD] link between lead and task

- Added field lead_id in task.
- Added field task_ids in lead.
- Added smart button in lead to show related tasks.

crm_project_task/__manifest__.py

@@ -22,5 +22,6 @@
         "views/res_config_settings.xml",
         "wizards/crm_create_task.xml",
         "views/crm_lead.xml",
+        "views/project_task.xml",
     ],
 }

crm_project_task/i18n/crm_project_task.pot

@@ -4,15 +4,22 @@
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 15.0\n"
+"Project-Id-Version: Odoo Server 15.0+e\n"
 "Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2023-07-25 13:19+0000\n"
+"PO-Revision-Date: 2023-07-25 13:19+0000\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 ""
@@ -95,9 +102,16 @@ msgstr ""
 
 #. module: crm_project_task
 #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__lead_id
+#: model:ir.model.fields,field_description:crm_project_task.field_project_task__lead_id
 msgid "Lead"
 msgstr ""
 
+#. module: crm_project_task
+#: model: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
 #: code:addons/crm_project_task/wizards/crm_create_task.py:0
 #, python-format
@@ -110,6 +124,12 @@ msgstr ""
 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
 #: code:addons/crm_project_task/wizards/crm_create_task.py:0
 #, python-format
@@ -131,6 +151,11 @@ msgid ""
 "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"

crm_project_task/models/__init__.py

@@ -1,2 +1,4 @@
 from . import res_config_settings
 from . import res_company
+from . import project_task
+from . import crm_lead

crm_project_task/models/crm_lead.py

@@ -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").read()[0]
+        ctx.update({"default_lead_id": self.id})
+        action.update({"context": ctx, "domain": [("lead_id", "=", self.id)]})
+        return action

crm_project_task/models/project_task.py

@@ -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")

crm_project_task/tests/test_crm_project_task.py

@@ -46,20 +46,23 @@ def test_create_task(self):
         self.company.crm_default_project_id = self.project
         task_name = "Task Test"
         task_description = "Line1</br>Line2"
-        prev_tasks = self.project.task_ids
-        self.env["crm.create.task"].with_user(self.user_salesman).create(
-            {
-                "lead_id": self.lead.id,
-                "task_name": task_name,
-                "description": task_description,
-            }
-        ).create_task()
-        tasks = self.project.task_ids
-        self.assertEqual(len(prev_tasks) + 1, len(tasks))
-        task = tasks - prev_tasks
+        action = (
+            self.env["crm.create.task"]
+            .with_user(self.user_salesman)
+            .create(
+                {
+                    "lead_id": self.lead.id,
+                    "task_name": task_name,
+                    "description": task_description,
+                }
+            )
+            .create_task()
+        )
+        task = self.env["project.task"].browse(action["res_id"])
         self.assertEqual(task.name, 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)
 
     def test_create_task_no_project(self):
         self.company.crm_default_project_id = False
@@ -78,3 +81,17 @@ def test_create_task_no_project(self):
         )
         with self.assertRaises(UserError):
             wizard.create_task()
+
+    def test_action_tasks(self):
+        self.company.crm_default_project_id = self.project
+        self.env["crm.create.task"].with_user(self.user_salesman).create(
+            {
+                "lead_id": self.lead.id,
+                "task_name": "Task Test",
+                "description": "Line1</br>Line2",
+            }
+        ).create_task()
+        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)

crm_project_task/views/crm_lead.xml

@@ -14,9 +14,20 @@
                     type="action"
                     class="oe_highlight"
                     context="{'default_lead_id': active_id, 'default_task_name': name}"
-                    attrs="{'invisible': [('active','=',False)]}"
+                    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"
+                    attrs="{'invisible': [('task_count', '=', 0)]}"
+                >
+                    <field string="Task(s)" name="task_count" widget="statinfo" />
+                </button>
+            </xpath>
         </field>
     </record>
 

crm_project_task/views/project_task.xml

@@ -0,0 +1,17 @@
+<?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>

crm_project_task/wizards/crm_create_task.py

@@ -56,10 +56,12 @@ def create_task(self):
         }
 
     def _get_data_create(self, project):
+        """Get dict to create task"""
         return {
             "name": self.task_name,
             "project_id": project.id,
             "partner_id": self.lead_id.partner_id.id,
+            "lead_id": self.lead_id.id,
             "description": self.description,
             "user_ids": [(6, 0, [])],
         }