[16.0][ADD] crm_create_project: Allow create project from lead or opportunity

crm_project_create/README.rst

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+==================
+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 have *Project: Administrator* permissions, you can edit the
+   project after creating it.
+
+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.

crm_project_create/__init__.py

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+from . import models
+from . import wizards

crm_project_create/__manifest__.py

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+# 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",
+    ],
+}

crm_project_create/i18n/crm_project_create.pot

@@ -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 ""

crm_project_create/i18n/es.po

@@ -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>."

crm_project_create/models/__init__.py

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+from . import crm_lead

crm_project_create/models/crm_lead.py

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+# 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")

crm_project_create/readme/CONTEXT.md

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+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.

crm_project_create/readme/CONTRIBUTORS.md

@@ -0,0 +1 @@
+-   Emilio Pascual ([Moduon](https://www.moduon.team/))

crm_project_create/readme/DESCRIPTION.md

@@ -0,0 +1 @@
+This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

crm_project_create/readme/USAGE.md

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+
+
+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 have *Project: Administrator* permissions, you can edit the project after creating it.

crm_project_create/security/ir.model.access.csv

@@ -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