From 3446307c10fb04a55d3173becca55c2f2f9fd087 Mon Sep 17 00:00:00 2001 From: Emilio Pascual Date: Tue, 18 Jul 2023 18:00:07 +0200 Subject: [PATCH] [15.0][ADD] Module added to create task from lead/opportunities @moduon MT-3175 Co-authored-by: Rafael Blasco <8736623+rafaelbn@users.noreply.github.com> Co-authored-by: Jairo Llopis <973709+yajo@users.noreply.github.com> --- crm_project_task/README.rst | 35 ++++ crm_project_task/__init__.py | 2 + crm_project_task/__manifest__.py | 26 +++ crm_project_task/i18n/crm_project_task.pot | 166 ++++++++++++++++++ crm_project_task/models/__init__.py | 2 + crm_project_task/models/res_company.py | 10 ++ .../models/res_config_settings.py | 13 ++ crm_project_task/readme/CONFIGURE.rst | 6 + crm_project_task/readme/CONTRIBUTORS.rst | 2 + crm_project_task/readme/DESCRIPTION.rst | 1 + crm_project_task/readme/USAGE.rst | 7 + crm_project_task/security/ir.model.access.csv | 2 + crm_project_task/static/description/icon.png | Bin 0 -> 9455 bytes crm_project_task/tests/__init__.py | 1 + .../tests/test_crm_project_task.py | 80 +++++++++ crm_project_task/views/crm_lead.xml | 23 +++ .../views/res_config_settings.xml | 33 ++++ crm_project_task/wizards/__init__.py | 1 + crm_project_task/wizards/crm_create_task.py | 68 +++++++ crm_project_task/wizards/crm_create_task.xml | 33 ++++ .../odoo/addons/crm_project_task | 1 + setup/crm_project_task/setup.py | 6 + 22 files changed, 518 insertions(+) create mode 100644 crm_project_task/README.rst create mode 100644 crm_project_task/__init__.py create mode 100644 crm_project_task/__manifest__.py create mode 100644 crm_project_task/i18n/crm_project_task.pot create mode 100644 crm_project_task/models/__init__.py create mode 100644 crm_project_task/models/res_company.py create mode 100644 crm_project_task/models/res_config_settings.py create mode 100644 crm_project_task/readme/CONFIGURE.rst create mode 100644 crm_project_task/readme/CONTRIBUTORS.rst create mode 100644 crm_project_task/readme/DESCRIPTION.rst create mode 100644 crm_project_task/readme/USAGE.rst create mode 100644 crm_project_task/security/ir.model.access.csv create mode 100644 crm_project_task/static/description/icon.png create mode 100644 crm_project_task/tests/__init__.py create mode 100644 crm_project_task/tests/test_crm_project_task.py create mode 100644 crm_project_task/views/crm_lead.xml create mode 100644 crm_project_task/views/res_config_settings.xml create mode 100644 crm_project_task/wizards/__init__.py create mode 100644 crm_project_task/wizards/crm_create_task.py create mode 100644 crm_project_task/wizards/crm_create_task.xml create mode 120000 setup/crm_project_task/odoo/addons/crm_project_task create mode 100644 setup/crm_project_task/setup.py diff --git a/crm_project_task/README.rst b/crm_project_task/README.rst new file mode 100644 index 000000000000..38929e877564 --- /dev/null +++ b/crm_project_task/README.rst @@ -0,0 +1,35 @@ +**This file is going to be generated by oca-gen-addon-readme.** + +*Manual changes will be overwritten.* + +Please provide content in the ``readme`` directory: + +* **DESCRIPTION.rst** (required) +* INSTALL.rst (optional) +* CONFIGURE.rst (optional) +* **USAGE.rst** (optional, highly recommended) +* DEVELOP.rst (optional) +* ROADMAP.rst (optional) +* HISTORY.rst (optional, recommended) +* **CONTRIBUTORS.rst** (optional, highly recommended) +* CREDITS.rst (optional) + +Content of this README will also be drawn from the addon manifest, +from keys such as name, authors, maintainers, development_status, +and license. + +A good, one sentence summary in the manifest is also highly recommended. + + +Automatic changelog generation +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +`HISTORY.rst` can be auto generated using `towncrier `_. + +Just put towncrier compatible changelog fragments into `readme/newsfragments` +and the changelog file will be automatically generated and updated when a new fragment is added. + +Please refer to `towncrier` documentation to know more. + +NOTE: the changelog will be automatically generated when using `/ocabot merge $option`. +If you need to run it manually, refer to `OCA/maintainer-tools README `_. diff --git a/crm_project_task/__init__.py b/crm_project_task/__init__.py new file mode 100644 index 000000000000..aee8895e7a31 --- /dev/null +++ b/crm_project_task/__init__.py @@ -0,0 +1,2 @@ +from . import models +from . import wizards diff --git a/crm_project_task/__manifest__.py b/crm_project_task/__manifest__.py new file mode 100644 index 000000000000..96de8f0c3107 --- /dev/null +++ b/crm_project_task/__manifest__.py @@ -0,0 +1,26 @@ +# 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": "15.0.1.0.0", + "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", + ], +} diff --git a/crm_project_task/i18n/crm_project_task.pot b/crm_project_task/i18n/crm_project_task.pot new file mode 100644 index 000000000000..23d2ccdae211 --- /dev/null +++ b/crm_project_task/i18n/crm_project_task.pot @@ -0,0 +1,166 @@ +# 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+e\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2023-07-18 15:31+0000\n" +"PO-Revision-Date: 2023-07-18 15:31+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_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 +#. openerp-web +#: code:addons/crm_project_task/static/src/js/web_module_name.tour.js:0 +#, python-format +msgid "Instructions for end user." +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_crm_create_task__lead_id +msgid "Lead" +msgstr "" + +#. module: crm_project_task +#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name +msgid "Name Task" +msgstr "" + +#. module: crm_project_task +#: 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 +#: code:addons/crm_project_task/wizards/crm_create_task.py:0 +#, python-format +msgid "" +"Task %s created." +msgstr "" + +#. module: crm_project_task +#: code:addons/crm_project_task/wizards/crm_create_task.py:0 +#, python-format +msgid "" +"Task created from lead/opportunity %s." +msgstr "" + +#. module: crm_project_task +#. openerp-web +#: code:addons/crm_project_task/static/src/js/web_module_name.tour.js:0 +#, python-format +msgid "Text for continue button." +msgstr "" + +#. module: crm_project_task +#. openerp-web +#: code:addons/crm_project_task/static/src/js/web_module_name.tour.js:0 +#, python-format +msgid "The title of this step, appears in logs" +msgstr "" + +#. module: crm_project_task +#. openerp-web +#: code:addons/crm_project_task/static/src/js/web_module_name.tour.js:0 +#, python-format +msgid "Try to demonstrate how to create a tour" +msgstr "" + +#. module: crm_project_task +#: model:ir.model,name:crm_project_task.model_crm_create_task +msgid "Wizard to create task" +msgstr "" diff --git a/crm_project_task/models/__init__.py b/crm_project_task/models/__init__.py new file mode 100644 index 000000000000..938485e46479 --- /dev/null +++ b/crm_project_task/models/__init__.py @@ -0,0 +1,2 @@ +from . import res_config_settings +from . import res_company diff --git a/crm_project_task/models/res_company.py b/crm_project_task/models/res_company.py new file mode 100644 index 000000000000..8c0e18364543 --- /dev/null +++ b/crm_project_task/models/res_company.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 ResCompany(models.Model): + _inherit = "res.company" + + crm_default_project_id = fields.Many2one("project.project") diff --git a/crm_project_task/models/res_config_settings.py b/crm_project_task/models/res_config_settings.py new file mode 100644 index 000000000000..cb575bbcc30d --- /dev/null +++ b/crm_project_task/models/res_config_settings.py @@ -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 + ) diff --git a/crm_project_task/readme/CONFIGURE.rst b/crm_project_task/readme/CONFIGURE.rst new file mode 100644 index 000000000000..41b94a742349 --- /dev/null +++ b/crm_project_task/readme/CONFIGURE.rst @@ -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 diff --git a/crm_project_task/readme/CONTRIBUTORS.rst b/crm_project_task/readme/CONTRIBUTORS.rst new file mode 100644 index 000000000000..281e09d04ce2 --- /dev/null +++ b/crm_project_task/readme/CONTRIBUTORS.rst @@ -0,0 +1,2 @@ +* Emilio Pascual (`Moduon `__) +* Rafael Blasco (`Moduon `__) diff --git a/crm_project_task/readme/DESCRIPTION.rst b/crm_project_task/readme/DESCRIPTION.rst new file mode 100644 index 000000000000..6afdc9b3fe7a --- /dev/null +++ b/crm_project_task/readme/DESCRIPTION.rst @@ -0,0 +1 @@ +This module allow create task from leads/opportunities diff --git a/crm_project_task/readme/USAGE.rst b/crm_project_task/readme/USAGE.rst new file mode 100644 index 000000000000..ba3747c4eab7 --- /dev/null +++ b/crm_project_task/readme/USAGE.rst @@ -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. 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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": self.task_name, + "description": self.task_description, + } + ).create_task() + tasks = self.project.task_ids + self.assertEqual(len(prev_tasks) + 1, len(tasks)) + task = tasks - prev_tasks + 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) + + def test_create_task_no_project(self): + self.company.crm_default_project_id = False + self.task_name = "Task Test" + self.task_description = "Line1
Line2" + wizard = ( + self.env["crm.create.task"] + .with_user(self.user_salesman) + .create( + { + "lead_id": self.lead.id, + "task_name": self.task_name, + "description": self.task_description, + } + ) + ) + with self.assertRaises(UserError): + wizard.create_task() diff --git a/crm_project_task/views/crm_lead.xml b/crm_project_task/views/crm_lead.xml new file mode 100644 index 000000000000..2594dc5d3290 --- /dev/null +++ b/crm_project_task/views/crm_lead.xml @@ -0,0 +1,23 @@ + + + + + crm.lead.view.form.inherit.crm.project.task + crm.lead + + + +