[15.0][ADD] Module added to create task from lead/opportunities

@moduon MT-3175

Co-authored-by: Rafael Blasco <[email protected]>
Co-authored-by: Jairo Llopis <[email protected]>

crm_project_task/README.rst

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+**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 <https://pypi.org/project/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 <https://github.com/OCA/maintainer-tools>`_.

crm_project_task/__init__.py

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+from . import models
+from . import wizards

crm_project_task/__manifest__.py

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+# Copyright 2023 Moduon Team S.L.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
+
+{
+    "name": "CRM Project Task",
+    "summary": "Create tasks from lead or opportunity",
+    "version": "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",
+    ],
+}

crm_project_task/i18n/crm_project_task.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_project_task
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 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 <a href=# data-oe-model=project.task data-oe-id=%d>%s</a> 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 <a href=# data-oe-model=crm.lead data-oe-"
+"id=%d>%s</a>."
+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 ""

crm_project_task/models/__init__.py

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+from . import res_config_settings
+from . import res_company

crm_project_task/models/res_company.py

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

crm_project_task/models/res_config_settings.py

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+# Copyright 2023 Moduon Team S.L.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
+
+
+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
+    )

crm_project_task/readme/CONFIGURE.rst

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+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

crm_project_task/readme/CONTRIBUTORS.rst

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+* Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
+* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

crm_project_task/readme/DESCRIPTION.rst

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+This module allow create task from leads/opportunities

crm_project_task/readme/USAGE.rst

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+#. 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.

crm_project_task/security/ir.model.access.csv

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+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

crm_project_task/tests/__init__.py

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+from . import test_crm_project_task

crm_project_task/tests/test_crm_project_task.py

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+# Copyright 2023 Moduon Team S.L.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)
+
+from odoo.exceptions import UserError
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+from odoo.addons.mail.tests.common import mail_new_test_user
+
+
+@tagged("post_install", "-at_install")
+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="[email protected]",
+            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",
+            }
+        )
+
+    def test_create_task(self):
+        self.company.crm_default_project_id = self.project
+        self.task_name = "Task Test"
+        self.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": 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</br>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()

crm_project_task/views/crm_lead.xml

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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_lead_id': active_id, 'default_task_name': name}"
+                    attrs="{'invisible': [('active','=',False)]}"
+                />
+            </xpath>
+        </field>
+    </record>
+
+</odoo>