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================ | ||
CRM Project Task | ||
================ | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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/15.0/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-15-0/crm-15-0-crm_project_task | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/111/15.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allow create task from leads/opportunities | ||
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.. 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>`_ | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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* 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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Usage | ||
===== | ||
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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. | ||
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Bug Tracker | ||
=========== | ||
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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 smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_project_task%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Moduon | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Emilio Pascual (`Moduon <https://www.moduon.team/>`__) | ||
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__) | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px | ||
:target: https://github.com/EmilioPascual | ||
:alt: EmilioPascual | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-EmilioPascual| | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/15.0/crm_project_task>`_ project on GitHub. | ||
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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) | ||
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{ | ||
"name": "CRM Project Task", | ||
"summary": "Create tasks from lead or opportunity", | ||
"version": "16.0.1.0.0", | ||
"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", | ||
"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+e\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2023-08-02 11:46+0000\n" | ||
"PO-Revision-Date: 2023-08-02 11:46+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" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count | ||
msgid "#Task" | ||
msgstr "" | ||
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#. 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 "" | ||
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#. module: crm_project_task | ||
#: model_terms:ir.ui.view,arch_db:crm_project_task.wizard_crm_create_task_view_form | ||
msgid "Cancel" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model,name:crm_project_task.model_res_company | ||
msgid "Companies" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model,name:crm_project_task.model_res_config_settings | ||
msgid "Config Settings" | ||
msgstr "" | ||
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#. 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 "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_uid | ||
msgid "Created by" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__create_date | ||
msgid "Created on" | ||
msgstr "" | ||
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#. 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 "" | ||
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#. module: crm_project_task | ||
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form | ||
msgid "Default project" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description | ||
msgid "Description" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name | ||
msgid "Display Name" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id | ||
msgid "ID" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task____last_update | ||
msgid "Last Modified on" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid | ||
msgid "Last Updated by" | ||
msgstr "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_date | ||
msgid "Last Updated on" | ||
msgstr "" | ||
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#. 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 "" | ||
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#. 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 "" | ||
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#. 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 "" | ||
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#. module: crm_project_task | ||
#: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form | ||
msgid "Projects" | ||
msgstr "" | ||
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#. 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 "" | ||
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#. 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 "" | ||
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#. module: crm_project_task | ||
#: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name | ||
msgid "Task Name" | ||
msgstr "" | ||
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#. 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 "" | ||
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#. 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 "" | ||
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#. 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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