From db9187b429c996e346756b58e96959c8f4238120 Mon Sep 17 00:00:00 2001 From: Emilio Pascual Date: Tue, 18 Jul 2023 18:00:07 +0200 Subject: [PATCH 01/13] [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 | 108 +++++ crm_project_task/__init__.py | 2 + crm_project_task/__manifest__.py | 26 + crm_project_task/i18n/crm_project_task.pot | 137 ++++++ 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 .../static/description/index.html | 452 ++++++++++++++++++ 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 | 65 +++ crm_project_task/wizards/crm_create_task.xml | 33 ++ 21 files changed, 1004 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/static/description/index.html 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 diff --git a/crm_project_task/README.rst b/crm_project_task/README.rst new file mode 100644 index 00000000000..0ab8a746619 --- /dev/null +++ b/crm_project_task/README.rst @@ -0,0 +1,108 @@ +================ +CRM Project Task +================ + +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! 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 + +|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 `_ + +**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 `_. +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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Moduon + +Contributors +~~~~~~~~~~~~ + +* Emilio Pascual (`Moduon `__) +* Rafael Blasco (`Moduon `__) + +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 `__: + +|maintainer-EmilioPascual| + +This module is part of the `OCA/crm `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/crm_project_task/__init__.py b/crm_project_task/__init__.py new file mode 100644 index 00000000000..aee8895e7a3 --- /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 00000000000..df5d954ce37 --- /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": "15.0.1.0.1", + "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 00000000000..31a4d7fbbc3 --- /dev/null +++ b/crm_project_task/i18n/crm_project_task.pot @@ -0,0 +1,137 @@ +# 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" +"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 +#: 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 +#: 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 %(name)s " +"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 +#: code:addons/crm_project_task/wizards/crm_create_task.py:0 +#, python-format +msgid "" +"Task created from lead/opportunity %(name)s." +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 00000000000..938485e4647 --- /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 00000000000..8c0e1836454 --- /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 00000000000..cb575bbcc30 --- /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 00000000000..41b94a74234 --- /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 00000000000..281e09d04ce --- /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 00000000000..6afdc9b3fe7 --- /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 00000000000..ba3747c4eab --- /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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+

CRM Project Task

+ + +

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

+

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

+
+

Table of contents

+ +
+

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

+
    +
  1. Go to CRM > Sales > My pipeline.
    2. +
  2. Open one of the existing leads or create one.
    3. +
  3. Click on the button “Create Task”.
    4. +
  4. A popup will appear asking you name and description for create task.
    5. +
  5. Click on “Create Task” button.
    6. +
  6. A task will be created with project in settings.
    7. +
  7. 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.
    8. +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Moduon
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

Current maintainer:

+

EmilioPascual

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_project_task/tests/__init__.py b/crm_project_task/tests/__init__.py new file mode 100644 index 00000000000..25eb17473a9 --- /dev/null +++ b/crm_project_task/tests/__init__.py @@ -0,0 +1 @@ +from . import test_crm_project_task diff --git a/crm_project_task/tests/test_crm_project_task.py b/crm_project_task/tests/test_crm_project_task.py new file mode 100644 index 00000000000..71fb9afa5db --- /dev/null +++ b/crm_project_task/tests/test_crm_project_task.py @@ -0,0 +1,80 @@ +# 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="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", + } + ) + + def test_create_task(self): + self.company.crm_default_project_id = self.project + task_name = "Task Test" + task_description = "Line1
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 + self.assertEqual(task.name, 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 + task_name = "Task Test" + task_description = "Line1
Line2" + wizard = ( + self.env["crm.create.task"] + .with_user(self.user_salesman) + .create( + { + "lead_id": self.lead.id, + "task_name": task_name, + "description": 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 00000000000..4a5fde728a3 --- /dev/null +++ b/crm_project_task/views/crm_lead.xml @@ -0,0 +1,23 @@ + + + + + crm.lead.view.form.inherit.crm.project.task + crm.lead + + + + + diff --git a/crm_project_task/views/project_task.xml b/crm_project_task/views/project_task.xml new file mode 100644 index 00000000000..5820d38f449 --- /dev/null +++ b/crm_project_task/views/project_task.xml @@ -0,0 +1,17 @@ + + + + + project.task.form.inherit + project.task + + + + + + + + + + diff --git a/crm_project_task/wizards/crm_create_task.py b/crm_project_task/wizards/crm_create_task.py index 35f84bd5842..d58463996c8 100644 --- a/crm_project_task/wizards/crm_create_task.py +++ b/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, [])], } From f813129342b7d6614862f8c36a9e88fdee723b8e Mon Sep 17 00:00:00 2001 From: mymage Date: Tue, 1 Aug 2023 09:07:21 +0000 Subject: [PATCH 03/13] Translated using Weblate (Italian) Currently translated at 100.0% (26 of 26 strings) Translation: crm-15.0/crm-15.0-crm_project_task Translate-URL: https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-crm_project_task/it/ --- crm_project_task/i18n/it.po | 56 ++++++++++++++++++++++--------------- 1 file changed, 33 insertions(+), 23 deletions(-) diff --git a/crm_project_task/i18n/it.po b/crm_project_task/i18n/it.po index 203a4071d23..7448ad89990 100644 --- a/crm_project_task/i18n/it.po +++ b/crm_project_task/i18n/it.po @@ -6,18 +6,20 @@ msgid "" msgstr "" "Project-Id-Version: Odoo Server 15.0\n" "Report-Msgid-Bugs-To: \n" -"Last-Translator: Automatically generated\n" +"PO-Revision-Date: 2023-08-01 12:11+0000\n" +"Last-Translator: mymage \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 "" +msgstr "N. lavoro" #. module: crm_project_task #: model_terms:ir.ui.view,arch_db:crm_project_task.res_config_settings_view_form @@ -25,91 +27,93 @@ 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 "" +msgstr "Annulla" #. module: crm_project_task #: model:ir.model,name:crm_project_task.model_res_company msgid "Companies" -msgstr "" +msgstr "Aziende" #. module: crm_project_task #: model:ir.model,name:crm_project_task.model_res_config_settings msgid "Config Settings" -msgstr "" +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 "" +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 "" +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 "" +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 "" +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 "" +msgstr "Progetto predefinito" #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__description msgid "Description" -msgstr "" +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 "" +msgstr "Nome visualizzato" #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__id msgid "ID" -msgstr "" +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 "" +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 "" +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 "" +msgstr "Ultimo aggiornamento il" #. 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 "" +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 "" +msgstr "Contatto/Opportunità" #. module: crm_project_task #: code:addons/crm_project_task/wizards/crm_create_task.py:0 @@ -117,17 +121,19 @@ msgstr "" 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 "" +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 "" +msgstr "Lavoro" #. module: crm_project_task #: code:addons/crm_project_task/wizards/crm_create_task.py:0 @@ -136,11 +142,13 @@ msgid "" "Task %(name)s " "created." msgstr "" +"Creato lavoro %(name)s." #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name msgid "Task Name" -msgstr "" +msgstr "Nome lavoro" #. module: crm_project_task #: code:addons/crm_project_task/wizards/crm_create_task.py:0 @@ -149,13 +157,15 @@ msgid "" "Task created from lead/opportunity %(name)s." msgstr "" +"Lavoro creato da contatto/opportunità %(name)s." #. 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 "" +msgstr "Lavoro(i)" #. module: crm_project_task #: model:ir.model,name:crm_project_task.model_crm_create_task msgid "Wizard to create task" -msgstr "" +msgstr "Procedura guidata per creare un lavoro" From 43a544ba83a869f145774cb5e51fb6be489c0aa8 Mon Sep 17 00:00:00 2001 From: Emilio Pascual Date: Wed, 2 Aug 2023 13:26:14 +0200 Subject: [PATCH 04/13] [IMP] crm_project_task: black, isort, prettier --- crm_project_task/__manifest__.py | 2 +- crm_project_task/i18n/crm_project_task.pot | 7 +- crm_project_task/i18n/es.po | 175 +++++++++++++++++++++ 3 files changed, 182 insertions(+), 2 deletions(-) create mode 100644 crm_project_task/i18n/es.po diff --git a/crm_project_task/__manifest__.py b/crm_project_task/__manifest__.py index df91c0ec19d..887743721c9 100644 --- a/crm_project_task/__manifest__.py +++ b/crm_project_task/__manifest__.py @@ -4,7 +4,7 @@ { "name": "CRM Project Task", "summary": "Create tasks from lead or opportunity", - "version": "15.0.1.1.0", + "version": "16.0.1.0.0", "development_status": "Alpha", "category": "Sales/CRM", "website": "https://github.com/OCA/crm", diff --git a/crm_project_task/i18n/crm_project_task.pot b/crm_project_task/i18n/crm_project_task.pot index 5f48cb032de..8d0dca57793 100644 --- a/crm_project_task/i18n/crm_project_task.pot +++ b/crm_project_task/i18n/crm_project_task.pot @@ -4,8 +4,10 @@ # msgid "" msgstr "" -"Project-Id-Version: Odoo Server 15.0\n" +"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" @@ -111,6 +113,7 @@ msgid "Lead/Opportunity" msgstr "" #. module: crm_project_task +#. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format msgid "" @@ -129,6 +132,7 @@ msgid "Task" msgstr "" #. module: crm_project_task +#. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format msgid "" @@ -142,6 +146,7 @@ msgid "Task Name" msgstr "" #. module: crm_project_task +#. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format msgid "" diff --git a/crm_project_task/i18n/es.po b/crm_project_task/i18n/es.po new file mode 100644 index 00000000000..d931d21aafd --- /dev/null +++ b/crm_project_task/i18n/es.po @@ -0,0 +1,175 @@ +# 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 \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_crm_create_task__lead_id +#: 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 "" +"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 %(name)s " +"created." +msgstr "" +"Tarea %(name)s " +"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 %(name)s." +msgstr "" +"Tarea creada desde la iniciativa/oportunidad %(name)s." + +#. 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" From 45273a385f2a9b471a2a7e4b0e8052d27a5ca50e Mon Sep 17 00:00:00 2001 From: oca-ci Date: Mon, 7 Aug 2023 19:15:34 +0000 Subject: [PATCH 05/13] [UPD] Update crm_project_task.pot --- crm_project_task/i18n/crm_project_task.pot | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/crm_project_task/i18n/crm_project_task.pot b/crm_project_task/i18n/crm_project_task.pot index 8d0dca57793..81307148eee 100644 --- a/crm_project_task/i18n/crm_project_task.pot +++ b/crm_project_task/i18n/crm_project_task.pot @@ -4,10 +4,8 @@ # msgid "" msgstr "" -"Project-Id-Version: Odoo Server 16.0+e\n" +"Project-Id-Version: Odoo Server 16.0\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" From 7ae6608ab6bf1095de5037130a322bc0b5e85801 Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Mon, 7 Aug 2023 19:18:02 +0000 Subject: [PATCH 06/13] [UPD] README.rst --- crm_project_task/README.rst | 10 +++++----- crm_project_task/static/description/index.html | 6 +++--- 2 files changed, 8 insertions(+), 8 deletions(-) diff --git a/crm_project_task/README.rst b/crm_project_task/README.rst index 0ab8a746619..8740c433f26 100644 --- a/crm_project_task/README.rst +++ b/crm_project_task/README.rst @@ -14,13 +14,13 @@ CRM Project Task :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 + :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-15-0/crm-15-0-crm_project_task + :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/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/111/15.0 + :target: https://runbot.odoo-community.org/runbot/111/16.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| @@ -64,7 +64,7 @@ Bug Tracker Bugs are tracked on `GitHub 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 `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -103,6 +103,6 @@ Current `maintainer `__: |maintainer-EmilioPascual| -This module is part of the `OCA/crm `_ project on GitHub. +This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/crm_project_task/static/description/index.html b/crm_project_task/static/description/index.html index 839cec049eb..8a3787c7735 100644 --- a/crm_project_task/static/description/index.html +++ b/crm_project_task/static/description/index.html @@ -367,7 +367,7 @@

CRM Project Task

!! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

+

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

This module allow create task from leads/opportunities

Important

@@ -416,7 +416,7 @@

Bug Tracker

Bugs are tracked on GitHub 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.

+feedback.

Do not contact contributors directly about support or help with technical issues.

@@ -443,7 +443,7 @@

Maintainers

promote its widespread use.

Current maintainer:

EmilioPascual

-

This module is part of the OCA/crm project on GitHub.

+

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

From 02c6c8fa33b09a5b7e1424b1bd474a39f0598533 Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Mon, 7 Aug 2023 19:18:03 +0000 Subject: [PATCH 07/13] crm_project_task 16.0.1.0.1 --- crm_project_task/__manifest__.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/crm_project_task/__manifest__.py b/crm_project_task/__manifest__.py index 887743721c9..30cd7b8a63a 100644 --- a/crm_project_task/__manifest__.py +++ b/crm_project_task/__manifest__.py @@ -4,7 +4,7 @@ { "name": "CRM Project Task", "summary": "Create tasks from lead or opportunity", - "version": "16.0.1.0.0", + "version": "16.0.1.0.1", "development_status": "Alpha", "category": "Sales/CRM", "website": "https://github.com/OCA/crm", From cabdbab87c92cc5d22cd1e2ba55689db9ca3749e Mon Sep 17 00:00:00 2001 From: Weblate Date: Mon, 7 Aug 2023 23:49:30 +0000 Subject: [PATCH 08/13] Update translation files Updated by "Update PO files to match POT (msgmerge)" hook in Weblate. Translation: crm-16.0/crm-16.0-crm_project_task Translate-URL: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_task/ --- crm_project_task/i18n/it.po | 7 +++++-- 1 file changed, 5 insertions(+), 2 deletions(-) diff --git a/crm_project_task/i18n/it.po b/crm_project_task/i18n/it.po index 7448ad89990..d322001d1bf 100644 --- a/crm_project_task/i18n/it.po +++ b/crm_project_task/i18n/it.po @@ -116,6 +116,7 @@ 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 "" @@ -136,14 +137,15 @@ 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 %(name)s " "created." msgstr "" -"Creato lavoro %(name)s." +"Creato lavoro " +"%(name)s." #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name @@ -151,6 +153,7 @@ 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 "" From ca3cd48512ae261953ad1c09cecdce1c50531e4c Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Sun, 3 Sep 2023 12:20:01 +0000 Subject: [PATCH 09/13] [UPD] README.rst --- crm_project_task/README.rst | 15 ++++--- .../static/description/index.html | 44 ++++++++++--------- 2 files changed, 32 insertions(+), 27 deletions(-) diff --git a/crm_project_task/README.rst b/crm_project_task/README.rst index 8740c433f26..c1db84a90e4 100644 --- a/crm_project_task/README.rst +++ b/crm_project_task/README.rst @@ -2,10 +2,13 @@ CRM Project Task ================ -.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:93aa6bb18b4586088b3dcaf6171ac8e729945bc279f3cd249194d368a0904227 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png :target: https://odoo-community.org/page/development-status @@ -19,11 +22,11 @@ CRM Project Task .. |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/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/111/16.0 - :alt: Try me on Runbot +.. |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| +|badge1| |badge2| |badge3| |badge4| |badge5| This module allow create task from leads/opportunities @@ -63,7 +66,7 @@ Bug Tracker Bugs are tracked on `GitHub 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 +If you spotted it first, help us to smash it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. diff --git a/crm_project_task/static/description/index.html b/crm_project_task/static/description/index.html index 8a3787c7735..4ae417df759 100644 --- a/crm_project_task/static/description/index.html +++ b/crm_project_task/static/description/index.html @@ -1,20 +1,20 @@ - + - + CRM Project Task - - -
-

VAT in leads

- - -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This module was written to extend the functionality of CRM leads to -support setting the VAT identification number -(https://en.wikipedia.org/wiki/VAT_identification_number).

-

Table of contents

- -
-

Usage

-

To use this module, you need to:

-
    -
  • Go to CRM > Leads.
    • -
  • Open a lead.
    • -
  • You will see the new field.
    • -
  • If you change vat in partner, it change in lead.
    • -
  • If you change vat in lead, a warning will show informing you that if -you save, vat change in partner.
    • -
-
-
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • Antiun Ingeniería S.L.
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

-Odoo Community Association -

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.

-

Current maintainer:

-

EmilioPascual

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + + +VAT in leads + + + +
+

VAT in leads

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module was written to extend the functionality of CRM leads to +support setting the VAT identification number +(https://en.wikipedia.org/wiki/VAT_identification_number).

+

Table of contents

+ +
+

Usage

+

To use this module, you need to:

+
    +
  • Go to CRM > Leads.
    • +
  • Open a lead.
    • +
  • You will see the new field.
    • +
  • If you change vat in partner, it change in lead.
    • +
  • If you change vat in lead, a warning will show informing you that if +you save, vat change in partner.
    • +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Antiun Ingeniería S.L.
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

Current maintainer:

+

EmilioPascual

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_project_task/README.rst b/crm_project_task/README.rst index c1db84a90e4..3290472f9d2 100644 --- a/crm_project_task/README.rst +++ b/crm_project_task/README.rst @@ -17,13 +17,13 @@ CRM Project Task :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 + :target: https://github.com/OCA/crm/tree/17.0/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 + :target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-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 + :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| @@ -45,21 +45,24 @@ 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 +- 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. +1. Go to *CRM > Sales > My pipeline*. +2. Open one of the existing leads or create one. +3. Click on the button "Create Task". +4. A popup will appear asking you name and description for create task. +5. Click on "Create Task" button. +6. A task will be created with project in settings. +7. 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 =========== @@ -67,7 +70,7 @@ Bug Tracker Bugs are tracked on `GitHub 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 `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -75,18 +78,18 @@ Credits ======= Authors -~~~~~~~ +------- * Moduon Contributors -~~~~~~~~~~~~ +------------ -* Emilio Pascual (`Moduon `__) -* Rafael Blasco (`Moduon `__) +- Emilio Pascual (`Moduon `__) +- Rafael Blasco (`Moduon `__) Maintainers -~~~~~~~~~~~ +----------- This module is maintained by the OCA. @@ -106,6 +109,6 @@ Current `maintainer `__: |maintainer-EmilioPascual| -This module is part of the `OCA/crm `_ project on GitHub. +This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/crm_project_task/pyproject.toml b/crm_project_task/pyproject.toml new file mode 100644 index 00000000000..4231d0cccb3 --- /dev/null +++ b/crm_project_task/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/crm_project_task/readme/CONFIGURE.md b/crm_project_task/readme/CONFIGURE.md new file mode 100644 index 00000000000..0b27d20d30e --- /dev/null +++ b/crm_project_task/readme/CONFIGURE.md @@ -0,0 +1,7 @@ +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/CONFIGURE.rst b/crm_project_task/readme/CONFIGURE.rst deleted file mode 100644 index 41b94a74234..00000000000 --- a/crm_project_task/readme/CONFIGURE.rst +++ /dev/null @@ -1,6 +0,0 @@ -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.md b/crm_project_task/readme/CONTRIBUTORS.md new file mode 100644 index 00000000000..20fa3821967 --- /dev/null +++ b/crm_project_task/readme/CONTRIBUTORS.md @@ -0,0 +1,2 @@ +- Emilio Pascual ([Moduon](https://www.moduon.team/)) +- Rafael Blasco ([Moduon](https://www.moduon.team/)) diff --git a/crm_project_task/readme/CONTRIBUTORS.rst b/crm_project_task/readme/CONTRIBUTORS.rst deleted file mode 100644 index 281e09d04ce..00000000000 --- a/crm_project_task/readme/CONTRIBUTORS.rst +++ /dev/null @@ -1,2 +0,0 @@ -* Emilio Pascual (`Moduon `__) -* Rafael Blasco (`Moduon `__) diff --git a/crm_project_task/readme/DESCRIPTION.rst b/crm_project_task/readme/DESCRIPTION.md similarity index 98% rename from crm_project_task/readme/DESCRIPTION.rst rename to crm_project_task/readme/DESCRIPTION.md index 6afdc9b3fe7..1bc4afffba6 100644 --- a/crm_project_task/readme/DESCRIPTION.rst +++ b/crm_project_task/readme/DESCRIPTION.md @@ -1 +1 @@ -This module allow create task from leads/opportunities +This module allow create task from leads/opportunities diff --git a/crm_project_task/readme/USAGE.md b/crm_project_task/readme/USAGE.md new file mode 100644 index 00000000000..51cefef72ef --- /dev/null +++ b/crm_project_task/readme/USAGE.md @@ -0,0 +1,9 @@ +1. Go to *CRM \> Sales \> My pipeline*. +2. Open one of the existing leads or create one. +3. Click on the button "Create Task". +4. A popup will appear asking you name and description for create task. +5. Click on "Create Task" button. +6. A task will be created with project in settings. +7. 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. diff --git a/crm_project_task/readme/USAGE.rst b/crm_project_task/readme/USAGE.rst deleted file mode 100644 index ba3747c4eab..00000000000 --- a/crm_project_task/readme/USAGE.rst +++ /dev/null @@ -1,7 +0,0 @@ -#. 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. From c2e2b302ea4783ae01150bb9766216f89ab30f2d Mon Sep 17 00:00:00 2001 From: mde-spring <79934758+mde-spring@users.noreply.github.com> Date: Wed, 31 Jan 2024 15:30:51 +0100 Subject: [PATCH 13/13] [MIG] crm_project_task: Migration to 17.0 --- crm_claim/README.rst | 30 +- crm_claim/static/description/index.html | 930 +++++++++--------- crm_industry/static/description/index.html | 866 ++++++++-------- crm_lead_code/static/description/index.html | 868 ++++++++-------- .../static/description/index.html | 910 ++++++++--------- .../static/description/index.html | 916 ++++++++--------- .../static/description/index.html | 907 ++++++++--------- crm_project_task/__manifest__.py | 2 +- crm_project_task/i18n/crm_project_task.pot | 22 +- crm_project_task/i18n/fr.po | 49 +- .../static/description/index.html | 2 - crm_project_task/views/crm_lead.xml | 18 +- .../views/res_config_settings.xml | 26 +- crm_project_task/wizards/crm_create_task.py | 20 +- 14 files changed, 2764 insertions(+), 2802 deletions(-) diff --git a/crm_claim/README.rst b/crm_claim/README.rst index 87c50ccf84b..6a787939fa9 100644 --- a/crm_claim/README.rst +++ b/crm_claim/README.rst @@ -44,16 +44,16 @@ Configuration To configure this module, you need to: -- Go to new menu **CRM > Configuration > Claim > Categories** and create - as many categories as you need. -- Go to new menú **CRM > Configuration > Claim > Stages** and create - stages for claims. +- Go to new menu **CRM > Configuration > Claim > Categories** and + create as many categories as you need. +- Go to new menú **CRM > Configuration > Claim > Stages** and create + stages for claims. Usage ===== -- Go to new menu **CRM > After Sale > Services > Claims** and create a - new claim. +- Go to new menu **CRM > After Sale > Services > Claims** and create a + new claim. Changelog ========= @@ -84,18 +84,18 @@ Authors Contributors ------------ -- Odoo S.A. -- Vicent Cubells -- Bhavesh Odedra -- Cristina Martin R. -- Ruchir Shukla -- `Guadaltech `__: +- Odoo S.A. +- Vicent Cubells +- Bhavesh Odedra +- Cristina Martin R. +- Ruchir Shukla +- `Guadaltech `__: - - Fernando La Chica + - Fernando La Chica -- `APSL-Nagarro `__: +- `APSL-Nagarro `__: - - Bernat Obrador + - Bernat Obrador Maintainers ----------- diff --git a/crm_claim/static/description/index.html b/crm_claim/static/description/index.html index 9d1bce0ffb6..a553a365299 100644 --- a/crm_claim/static/description/index.html +++ b/crm_claim/static/description/index.html @@ -1,465 +1,465 @@ - - - - - -Claims Management - - - -
-

Claims Management

- - -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This application allows you to track your customers/vendors claims and -grievances.

-

It is fully integrated with the email gateway so that you can create -automatically new claims based on incoming emails.

-

Table of contents

- -
-

Configuration

-

To configure this module, you need to:

-
    -
  • Go to new menu CRM > Configuration > Claim > Categories and create -as many categories as you need.
    • -
  • Go to new menú CRM > Configuration > Claim > Stages and create -stages for claims.
    • -
-
-
-

Usage

-
    -
  • Go to new menu CRM > After Sale > Services > Claims and create a -new claim.
    • -
-
-
-

Changelog

-

This module is a backport from Odoo SA and as such, it is not included -in the OCA CLA. That means we do not have a copy of the copyright on it -like all other OCA modules.

-
-
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • Odoo S.A.
    • -
  • Tecnativa
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

- -Odoo Community Association - -

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.

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + +Claims Management + + + +
+

Claims Management

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This application allows you to track your customers/vendors claims and +grievances.

+

It is fully integrated with the email gateway so that you can create +automatically new claims based on incoming emails.

+

Table of contents

+ +
+

Configuration

+

To configure this module, you need to:

+
    +
  • Go to new menu CRM > Configuration > Claim > Categories and +create as many categories as you need.
    • +
  • Go to new menú CRM > Configuration > Claim > Stages and create +stages for claims.
    • +
+
+
+

Usage

+
    +
  • Go to new menu CRM > After Sale > Services > Claims and create a +new claim.
    • +
+
+
+

Changelog

+

This module is a backport from Odoo SA and as such, it is not included +in the OCA CLA. That means we do not have a copy of the copyright on it +like all other OCA modules.

+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Odoo S.A.
    • +
  • Tecnativa
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_industry/static/description/index.html b/crm_industry/static/description/index.html index eae03ff5455..7c608ebd76c 100644 --- a/crm_industry/static/description/index.html +++ b/crm_industry/static/description/index.html @@ -1,433 +1,433 @@ - - - - - -CRM Industry - - - -
-

CRM Industry

- - -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This module adds industries for leads and opportunities.

-

Table of contents

- -
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • Tecnativa
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

- -Odoo Community Association - -

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.

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + +CRM Industry + + + +
+

CRM Industry

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module adds industries for leads and opportunities.

+

Table of contents

+ +
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Tecnativa
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_lead_code/static/description/index.html b/crm_lead_code/static/description/index.html index 8aca3f46705..c936aedce2e 100644 --- a/crm_lead_code/static/description/index.html +++ b/crm_lead_code/static/description/index.html @@ -1,434 +1,434 @@ - - - - - -Sequential Code for Leads / Opportunities - - - -
-

Sequential Code for Leads / Opportunities

- - -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This module adds a sequential code for leads / opportunities.

-

Table of contents

- -
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • Tecnativa
    • -
  • AvanzOSC
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

- -Odoo Community Association - -

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.

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + +Sequential Code for Leads / Opportunities + + + +
+

Sequential Code for Leads / Opportunities

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module adds a sequential code for leads / opportunities.

+

Table of contents

+ +
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Tecnativa
    • +
  • AvanzOSC
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_lead_currency/static/description/index.html b/crm_lead_currency/static/description/index.html index 371e03cfb57..6fa8ee83b3d 100644 --- a/crm_lead_currency/static/description/index.html +++ b/crm_lead_currency/static/description/index.html @@ -1,455 +1,455 @@ - - - - - -CRM Lead Currency - - - -
-

CRM Lead Currency

- - -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This module allows to select a specific currency for a lead or an -opportunity. If the selected currency is different to the company -currency, an amount in the customer currency can be set and the expected -revenue of the opportunity will automatically be computed in the company -currency. The default rate used for the computation is the rate of the -day.

-

Table of contents

- -
-

Installation

-

Just install the module.

-
-
-

Configuration

-

No specific configuration is needed but multi-currency should be enabled -for the module to make sense.

-
-
-

Usage

-

To use this module, you need to:

-
    -
  1. Created a new opportunity in the CRM and set a customer currency on -it.
    2. -
-
-
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • Camptocamp SA
    • -
  • Vauxoo
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

- -Odoo Community Association - -

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.

-

Current maintainer:

-

luisg123v

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + +CRM Lead Currency + + + +
+

CRM Lead Currency

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module allows to select a specific currency for a lead or an +opportunity. If the selected currency is different to the company +currency, an amount in the customer currency can be set and the expected +revenue of the opportunity will automatically be computed in the company +currency. The default rate used for the computation is the rate of the +day.

+

Table of contents

+ +
+

Installation

+

Just install the module.

+
+
+

Configuration

+

No specific configuration is needed but multi-currency should be enabled +for the module to make sense.

+
+
+

Usage

+

To use this module, you need to:

+
    +
  1. Created a new opportunity in the CRM and set a customer currency on +it.
    2. +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Camptocamp SA
    • +
  • Vauxoo
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

Current maintainer:

+

luisg123v

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_lead_firstname/static/description/index.html b/crm_lead_firstname/static/description/index.html index c487c3a9c7c..67a725d1ddf 100644 --- a/crm_lead_firstname/static/description/index.html +++ b/crm_lead_firstname/static/description/index.html @@ -1,458 +1,458 @@ - - - - - -Firstname and Lastname in Leads - - - -
-

Firstname and Lastname in Leads

- - -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This module extends the functionality of CRM leads to support split -first and last name fields for contacts and allow you to port that -information to and from partners. Since leads are expected to create -partners only when needed and after information is correctly set up, in -leads there is no inverse logic to transform the old single name in the -new split names automatically. The old single name will simply be the -firstname now.

-

Table of contents

- -
-

Installation

-

To install this module, you need to:

- -
-
-

Usage

-

To use this module, you need to:

-
    -
  • Go to CRM > Leads > Leads > Create.
    • -
  • You have the new split fields Firstname and Lastname. Fill them.
    • -
  • Press Convert to Opportunity.
    • -
  • In Related Customer choose Create a new customer.
    • -
  • Press Create Opportunity.
    • -
  • In the new opportunity, go to Followup tab. There are the new -fields too.
    • -
  • If you go to the partner you just created, you will see that its -first and last names match those in the lead.
    • -
-
-
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • Tecnativa
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

- -Odoo Community Association - -

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.

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + +Firstname and Lastname in Leads + + + +
+

Firstname and Lastname in Leads

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module extends the functionality of CRM leads to support split +first and last name fields for contacts and allow you to port that +information to and from partners. Since leads are expected to create +partners only when needed and after information is correctly set up, in +leads there is no inverse logic to transform the old single name in the +new split names automatically. The old single name will simply be the +firstname now.

+

Table of contents

+ +
+

Installation

+

To install this module, you need to:

+ +
+
+

Usage

+

To use this module, you need to:

+
    +
  • Go to CRM > Leads > Leads > Create.
    • +
  • You have the new split fields Firstname and Lastname. Fill them.
    • +
  • Press Convert to Opportunity.
    • +
  • In Related Customer choose Create a new customer.
    • +
  • Press Create Opportunity.
    • +
  • In the new opportunity, go to Followup tab. There are the new +fields too.
    • +
  • If you go to the partner you just created, you will see that its +first and last names match those in the lead.
    • +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Tecnativa
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_lead_product/static/description/index.html b/crm_lead_product/static/description/index.html index 083001e979e..158e819146f 100644 --- a/crm_lead_product/static/description/index.html +++ b/crm_lead_product/static/description/index.html @@ -1,452 +1,455 @@ - - - - - -CRM Lead Product - - - -
-

CRM Lead Product

- - -

Beta License: LGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

-

This module allows the user to link multiple products, product -categories or product templates to a lead or an opportunity in order to -be able to do a product demand forecasting taking into account the leads -and opportunities defined in Odoo.

-

Included in the product line there are two computed fields, the expected -revenue and prorated revenue. On one hand, the expected revenue is -computed as the selling price times the quantity. On the other hand, the -prorated revenue takes into account the probability of the opportunity -and is computed as the planned revenue times the probability.

-

The module also includes a reporting section where the user can easily -see in a pivot and graph view the relationship between products, stage -of the lead/opportunity and the expected or prorated revenue for that -product.

-

Table of contents

- -
-

Configuration

-

To configure this module to be available for the Leads the user needs to -activate the Leads option in CRM settings

-
-
-

Usage

-
    -
  • Go to menu CRM > Lead and create or edit a Lead adding all the -products associated to it.
    • -
  • Go to menu CRM > My Pipeline and create or edit an Opportunity -adding all the products associated to it.
    • -
  • Go to menu CRM > Reporting > Pipeline by Product to run the -report that relates product to expected and prorated revenue per -stage
    • -
-
-
-

Bug Tracker

-

Bugs are tracked on GitHub 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.

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • ForgeFlow
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

-Odoo Community Association -

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.

-

This module is part of the OCA/crm project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
- - + + + + + +CRM Lead Product + + + +
+

CRM Lead Product

+ + +

Beta License: LGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module allows the user to link multiple products, product +categories or product templates to a lead or an opportunity in order to +be able to do a product demand forecasting taking into account the leads +and opportunities defined in Odoo.

+

Included in the product line there are two computed fields, the expected +revenue and prorated revenue. On one hand, the expected revenue is +computed as the selling price times the quantity. On the other hand, the +prorated revenue takes into account the probability of the opportunity +and is computed as the planned revenue times the probability.

+

The module also includes a reporting section where the user can easily +see in a pivot and graph view the relationship between products, stage +of the lead/opportunity and the expected or prorated revenue for that +product.

+

Table of contents

+ +
+

Configuration

+

To configure this module to be available for the Leads the user needs to +activate the Leads option in CRM settings

+
+
+

Usage

+
    +
  • Go to menu CRM > Lead and create or edit a Lead adding all the +products associated to it.
    • +
  • Go to menu CRM > My Pipeline and create or edit an Opportunity +adding all the products associated to it.
    • +
  • Go to menu CRM > Reporting > Pipeline by Product to run the +report that relates product to expected and prorated revenue per +stage
    • +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • ForgeFlow
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_project_task/__manifest__.py b/crm_project_task/__manifest__.py index 30cd7b8a63a..cc99992c878 100644 --- a/crm_project_task/__manifest__.py +++ b/crm_project_task/__manifest__.py @@ -4,7 +4,7 @@ { "name": "CRM Project Task", "summary": "Create tasks from lead or opportunity", - "version": "16.0.1.0.1", + "version": "17.0.1.0.0", "development_status": "Alpha", "category": "Sales/CRM", "website": "https://github.com/OCA/crm", diff --git a/crm_project_task/i18n/crm_project_task.pot b/crm_project_task/i18n/crm_project_task.pot index 81307148eee..718c20c9ac6 100644 --- a/crm_project_task/i18n/crm_project_task.pot +++ b/crm_project_task/i18n/crm_project_task.pot @@ -4,8 +4,10 @@ # msgid "" msgstr "" -"Project-Id-Version: Odoo Server 16.0\n" +"Project-Id-Version: Odoo Server 17.0+e\n" "Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2025-01-15 09:00+0000\n" +"PO-Revision-Date: 2025-01-15 09:00+0000\n" "Last-Translator: \n" "Language-Team: \n" "MIME-Version: 1.0\n" @@ -63,11 +65,6 @@ msgstr "" 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" @@ -83,11 +80,6 @@ msgstr "" 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" @@ -133,9 +125,7 @@ msgstr "" #. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format -msgid "" -"Task %(name)s " -"created." +msgid "Task %s created." msgstr "" #. module: crm_project_task @@ -147,9 +137,7 @@ msgstr "" #. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format -msgid "" -"Task created from lead/opportunity %(name)s." +msgid "Task created from lead/opportunity %s" msgstr "" #. module: crm_project_task diff --git a/crm_project_task/i18n/fr.po b/crm_project_task/i18n/fr.po index 48a4f74bdcc..6a8f90a40fd 100644 --- a/crm_project_task/i18n/fr.po +++ b/crm_project_task/i18n/fr.po @@ -4,17 +4,16 @@ # msgid "" msgstr "" -"Project-Id-Version: Odoo Server 16.0\n" +"Project-Id-Version: Odoo Server 17.0+e\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" +"POT-Creation-Date: 2025-01-15 08:59+0000\n" +"PO-Revision-Date: 2025-01-15 08:59+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: nplurals=2; plural=n > 1;\n" -"X-Generator: Weblate 4.17\n" +"Plural-Forms: \n" #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_lead__task_count @@ -27,8 +26,8 @@ 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" +"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 @@ -68,15 +67,10 @@ msgstr "Créer le" 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" +msgstr "" #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__display_name @@ -86,12 +80,7 @@ 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" +msgstr "" #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__write_uid @@ -113,7 +102,7 @@ msgstr "Piste" #: 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" +msgstr "Piste/opportunité" #. module: crm_project_task #. odoo-python @@ -140,12 +129,8 @@ msgstr "Tâche" #. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format -msgid "" -"Task %(name)s " -"created." -msgstr "" -"Tâche %(name)s " -"créée." +msgid "Task %s created." +msgstr "Tâche %s crée." #. module: crm_project_task #: model:ir.model.fields,field_description:crm_project_task.field_crm_create_task__task_name @@ -156,12 +141,8 @@ msgstr "Nome de la tâche" #. odoo-python #: code:addons/crm_project_task/wizards/crm_create_task.py:0 #, python-format -msgid "" -"Task created from lead/opportunity %(name)s." -msgstr "" -"Tâche créée depuis la piste/opportunité %(name)s." +msgid "Task created from lead/opportunity %s" +msgstr "Tâche créée depuis la piste/opportunité %s" #. module: crm_project_task #: model_terms:ir.ui.view,arch_db:crm_project_task.inherit_crm_lead_view_form_crm_project_task diff --git a/crm_project_task/static/description/index.html b/crm_project_task/static/description/index.html index 4ae417df759..6e81ac69a41 100644 --- a/crm_project_task/static/description/index.html +++ b/crm_project_task/static/description/index.html @@ -1,5 +1,3 @@ - - diff --git a/crm_project_task/views/crm_lead.xml b/crm_project_task/views/crm_lead.xml index 7dcb3b97987..8b742719b2c 100644 --- a/crm_project_task/views/crm_lead.xml +++ b/crm_project_task/views/crm_lead.xml @@ -9,25 +9,23 @@ - - + - diff --git a/crm_project_task/views/res_config_settings.xml b/crm_project_task/views/res_config_settings.xml index b6d159ef6a6..5237bcabf83 100644 --- a/crm_project_task/views/res_config_settings.xml +++ b/crm_project_task/views/res_config_settings.xml @@ -9,25 +9,15 @@ res.config.settings -
-

Projects

-
-
-
-
-
-
-
-
-
+ + + diff --git a/crm_project_task/wizards/crm_create_task.py b/crm_project_task/wizards/crm_create_task.py index d58463996c8..661da3c0541 100644 --- a/crm_project_task/wizards/crm_create_task.py +++ b/crm_project_task/wizards/crm_create_task.py @@ -2,6 +2,8 @@ # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) +from markupsafe import Markup + from odoo import _, fields, models from odoo.exceptions import UserError @@ -28,18 +30,20 @@ def create_task(self): # Messages in chatter task.message_post( body=_( - "Task created from lead/opportunity " - "%(name)s.", - lead=self.lead_id, - name=self.lead_id.name, + "Task created from lead/opportunity %s", + Markup( + "{self.lead_id.name}." + ), ) ) self.lead_id.message_post( body=_( - "Task %(name)s created.", - task=task, - name=task.display_name, + "Task %s created.", + Markup( + "{task.display_name}" + ), ) ) # Return action go to created task