Skip to content

Commit

Permalink
[ADD] crm_create_project: Allow create project from lead or opportunity
Browse files Browse the repository at this point in the history
MT-6304 @moduon
  • Loading branch information
EmilioPascual committed Jul 23, 2024
1 parent 31ce0cb commit 454cf2d
Show file tree
Hide file tree
Showing 22 changed files with 1,019 additions and 0 deletions.
119 changes: 119 additions & 0 deletions crm_project_create/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,119 @@
==================
CRM Project Create
==================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:0b7cb51199e3b0707c16a974bb588b18dea831edf9027bcbf242d230eb6fa4c8
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-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_create
: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_create
: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
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of crm and project and allow you
to create a project from opportunity or lead.

.. 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>`_

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

This module was developed because sometimes you want to create the
project from the crm without creating a sales order, for example when
you want to plan a project.

It will be useful for you if you want to create a project before
creating a quotation and confirming it or if you want to estimate, plan
or know if you have the capacity before making the sale.

Usage
=====

To use this module, you need to:

1. Go to CRM > Sales > My Pipeline
2. Create a new opportunity or join an existing one.
3. Click on **Create project** in header.
4. A wizard is shown to fill project name and/or project description.
5. Click on **Create project**.
6. You can see project created in page **Extra Information**, inside
group **Misc**.
7. Is you has not group *Project: Administrator* you can edit project
after creating.

Bug Tracker
===========

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 to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_project_create%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Moduon

Contributors
------------

- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)

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
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-EmilioPascual| |maintainer-rafaelbn|

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions crm_project_create/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
from . import models
from . import wizards
22 changes: 22 additions & 0 deletions crm_project_create/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,22 @@
# Copyright 2024 Moduon Team S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)

{
"name": "CRM Project Create",
"summary": "Allow create projects from lead/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", "rafaelbn"],
"license": "LGPL-3",
"application": False,
"installable": True,
"depends": ["crm", "sale_project", "mail_message_destiny_link_template"],
"data": [
"security/ir.model.access.csv",
"wizards/crm_create_project.xml",
"views/crm_lead.xml",
],
}
93 changes: 93 additions & 0 deletions crm_project_create/i18n/crm_project_create.pot
Original file line number Diff line number Diff line change
@@ -0,0 +1,93 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_project_create
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-07-17 12:20+0000\n"
"PO-Revision-Date: 2024-07-17 12:20+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: crm_project_create
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
msgid "Cancel"
msgstr ""

#. module: crm_project_create
#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
msgid "Create Project"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
msgid "Created by"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
msgid "Created on"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
msgid "Display Name"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
msgid "ID"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
msgid "Last Modified on"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
msgid "Last Updated by"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
msgid "Last Updated on"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
msgid "Lead"
msgstr ""

#. module: crm_project_create
#: model:ir.model,name:crm_project_create.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
msgid "Project"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
msgid "Project Description"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
msgid "Project Name"
msgstr ""

#. module: crm_project_create
#: model:ir.model,name:crm_project_create.model_crm_create_project
msgid "Wizart to create Project from Lead/Opportunity"
msgstr ""
103 changes: 103 additions & 0 deletions crm_project_create/i18n/es.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,103 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_create_project
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-07-17 12:20+0000\n"
"PO-Revision-Date: 2024-07-17 14:20+0200\n"
"Last-Translator: Emilio Pascual <[email protected]>\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: nplurals=2; plural=(n != 1);\n"
"X-Generator: Poedit 3.4.4\n"

#. module: crm_project_create
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
msgid "Cancel"
msgstr "Cancelar"

#. module: crm_project_create
#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
msgid "Create Project"
msgstr "Crear proyecto"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
msgid "Created by"
msgstr "Creado por"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
msgid "Created on"
msgstr "Creado el"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
msgid "Display Name"
msgstr "Nombre mostrado"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
msgid "ID"
msgstr ""

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
msgid "Last Modified on"
msgstr "Última modificación el"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
msgid "Last Updated by"
msgstr "Última actualización por"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
msgid "Last Updated on"
msgstr "Última actualización el"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
msgid "Lead"
msgstr "Iniciativa/Oportundad"

#. module: crm_project_create
#: model:ir.model,name:crm_project_create.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Iniciativa/Oportundad"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
msgid "Project"
msgstr "Proyecto"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
msgid "Project Description"
msgstr "Descripción del proyecto"

#. module: crm_project_create
#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
msgid "Project Name"
msgstr "Nombre del proyecto"

#. module: crm_project_create
#: model:ir.model,name:crm_project_create.model_crm_create_project
msgid "Wizart to create Project from Lead/Opportunity"
msgstr "Asistente para crear un proyecto desde la iniciativa/oportunidad"

#, python-format
#~ msgid "Project <a href=# data-oe-model=project.project data-oe-id=%(project)d>%(name)s</a> created."
#~ msgstr "Proyecto <a href=# data-oe-model=project.project data-oe-id=%(project)d>%(name)s</a> creado."

#, python-format
#~ msgid "Project created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-id=%(lead)d>%(name)s</a>."
#~ msgstr "Proyecto creado desde la iniciativa/oportunidad <a href=# data-oe-model=crm.lead data-oe-id=%(lead)d>%(name)s</a>."
1 change: 1 addition & 0 deletions crm_project_create/models/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
from . import crm_lead
10 changes: 10 additions & 0 deletions crm_project_create/models/crm_lead.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,10 @@
# Copyright 2024 Moduon Team S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)

from odoo import fields, models


class CrmLead(models.Model):
_inherit = "crm.lead"

project_id = fields.Many2one("project.project", string="Project")
3 changes: 3 additions & 0 deletions crm_project_create/readme/CONTEXT.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
This module was developed because sometimes you want to create the project from the crm without creating a sales order, for example when you want to plan a project.

It will be useful for you if you want to create a project before creating a quotation and confirming it or if you want to estimate, plan or know if you have the capacity before making the sale.
1 change: 1 addition & 0 deletions crm_project_create/readme/CONTRIBUTORS.md
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
- Emilio Pascual ([Moduon](https://www.moduon.team/))
1 change: 1 addition & 0 deletions crm_project_create/readme/DESCRIPTION.md
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.
11 changes: 11 additions & 0 deletions crm_project_create/readme/USAGE.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,11 @@


To use this module, you need to:

1. Go to CRM > Sales > My Pipeline
1. Create a new opportunity or join an existing one.
1. Click on **Create project** in header.
1. A wizard is shown to fill project name and/or project description.
1. Click on **Create project**.
1. You can see project created in page **Extra Information**, inside group **Misc**.
1. Is you has not group *Project: Administrator* you can edit project after creating.
2 changes: 2 additions & 0 deletions crm_project_create/security/ir.model.access.csv
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_crm_create_project,crm.create.project,model_crm_create_project,sales_team.group_sale_salesman,1,1,1,1
Binary file added crm_project_create/static/description/icon.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading

0 comments on commit 454cf2d

Please sign in to comment.