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[IMP] crm_project: Copy email_cc from lead to task.
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victoralmau authored and carolinafernandez-tecnativa committed Sep 25, 2023
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15 changes: 9 additions & 6 deletions crm_project/README.rst
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Lead to Task
============

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d37692681d61e4a9f79a51db35ea78cb23c5312f2cf87c23a0c53c5aacdae111
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
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.. |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
: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
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=15.0
:alt: Try me on Runboat

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

This module allows to convert leads/opportunities to tasks.

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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
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%0Aversion:%2015.0%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.
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2 changes: 1 addition & 1 deletion crm_project/__manifest__.py
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"author": "Odoo S.A., Odoo Community Association (OCA), Tecnativa",
"website": "https://github.com/OCA/crm",
"depends": ["crm", "project"],
"version": "15.0.1.0.1",
"version": "15.0.1.0.2",
"license": "LGPL-3",
"installable": True,
"data": [
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42 changes: 22 additions & 20 deletions crm_project/static/description/index.html
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<?xml version="1.0" encoding="utf-8" ?>
<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Lead to Task</title>
<style type="text/css">

/*
:Author: David Goodger ([email protected])
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
:Copyright: This stylesheet has been placed in the public domain.

Default cascading style sheet for the HTML output of Docutils.

See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet.
*/

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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d37692681d61e4a9f79a51db35ea78cb23c5312f2cf87c23a0c53c5aacdae111
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/crm/tree/15.0/crm_project"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-crm_project"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/111/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/15.0/crm_project"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-crm_project"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module allows to convert leads/opportunities to tasks.</p>
<p><strong>DISCLAIMER:</strong> This module is a forward-port of a module from Odoo S.A. 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.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<ol class="arabic simple">
<li>You need to have at least “Project User” and “Salesman” permissions to be
able to convert leads to tasks.</li>
</ol>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<ol class="arabic simple">
<li>Go to <em>CRM &gt; Sales &gt; My pipeline</em>.</li>
<li>Open one of the existing leads or create one.</li>
Expand All @@ -406,24 +408,24 @@ <h1><a class="toc-backref" href="#id2">Usage</a></h1>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_project%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>Odoo S.A.</li>
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Pedro M. Baeza</li>
Expand All @@ -433,7 +435,7 @@ <h2><a class="toc-backref" href="#id6">Contributors</a></h2>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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3 changes: 3 additions & 0 deletions crm_project/tests/test_crm_project.py
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# Copyright 2021 Tecnativa - Pedro M. Baeza
# Copyright 2022 Tecnativa - Víctor Martínez
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html

from odoo.tests import common
Expand All @@ -14,6 +15,7 @@ def setUpClass(cls):
"description": "Description",
"email_from": "[email protected]",
"partner_name": "Test partner",
"email_cc": "[email protected]",
}
)
cls.project = cls.env["project.project"].create({"name": "Test project"})
Expand All @@ -30,6 +32,7 @@ def test_crm_project(self):
task = self.env["project.task"].browse(action["res_id"])
self.assertEqual(task.description, "<p>Description</p>")
self.assertEqual(task.email_from, "[email protected]")
self.assertEqual(task.email_cc, "[email protected]")
self.assertEqual(task.partner_id.name, "Test partner")
self.assertEqual(task.project_id, self.project)
self.assertFalse(self.lead.exists())
2 changes: 2 additions & 0 deletions crm_project/wizard/crm_lead_convert2task.py
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# Copyright 2010-2020 Odoo S. A.
# Copyright 2021 Tecnativa - Pedro M. Baeza
# Copyright 2022 Tecnativa - Víctor Martínez
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
from odoo import api, fields, models

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"email_from": lead.email_from,
"project_id": self.project_id.id,
"partner_id": partner.id,
"email_cc": lead.email_cc,
}
task = self.env["project.task"].create(vals)
# move the mail thread
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