-
-
Notifications
You must be signed in to change notification settings - Fork 408
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Signed-off-by pedrobaeza
- Loading branch information
Showing
99 changed files
with
8,897 additions
and
0 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,104 @@ | ||
============ | ||
Lead to Task | ||
============ | ||
|
||
.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:90e2f2ae46cf4941cc9cb155666711d71bbd7999ca652b2fe7a0cbb793463448 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |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/17.0/crm_lead_to_task | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_lead_to_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=17.0 | ||
:alt: Try me on Runboat | ||
|
||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
|
||
This module allows to convert leads/opportunities to tasks. | ||
|
||
**DISCLAIMER:** 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. | ||
|
||
**Table of contents** | ||
|
||
.. contents:: | ||
:local: | ||
|
||
Configuration | ||
============= | ||
|
||
1. You need to have at least "Project User" and "Salesman" permissions | ||
to be able to convert leads to tasks. | ||
|
||
Usage | ||
===== | ||
|
||
1. Go to *CRM > Sales > My pipeline*. | ||
2. Open one of the existing leads or create one. | ||
3. Click on the button "Convert to Task". | ||
4. A popup will appear asking you for a possible project for the task. | ||
5. Click on "Create Task" button. | ||
6. You will be redirected to the recently created task, that contains | ||
all the information from the lead, including attachments and | ||
messages. | ||
|
||
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_lead_to_task%0Aversion:%2017.0%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 | ||
------- | ||
|
||
* Odoo S.A. | ||
* Tecnativa | ||
|
||
Contributors | ||
------------ | ||
|
||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
|
||
- Pedro M. Baeza | ||
- Carolina Fernandez | ||
|
||
- Ruchir Shukla <[email protected]> | ||
|
||
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. | ||
|
||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_to_task>`_ project on GitHub. | ||
|
||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,2 @@ | ||
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html | ||
from . import wizard |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,22 @@ | ||
# Copyright 2010-2020 Odoo S. A. | ||
# Copyright 2021 Tecnativa - Pedro M. Baeza | ||
# Copyright 2023-2024 Tecnativa - Carolina Fernandez | ||
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html | ||
{ | ||
"name": "Lead to Task", | ||
"summary": "Create Tasks from Leads/Opportunities", | ||
"sequence": "19", | ||
"category": "Project", | ||
"complexity": "easy", | ||
"author": "Odoo S.A., Odoo Community Association (OCA), Tecnativa", | ||
"website": "https://github.com/OCA/crm", | ||
"depends": ["crm", "project"], | ||
"version": "17.0.1.0.0", | ||
"license": "LGPL-3", | ||
"installable": True, | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"wizard/crm_lead_convert2task_views.xml", | ||
"views/crm_lead_views.xml", | ||
], | ||
} |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,86 @@ | ||
# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_project | ||
# | ||
# Translators: | ||
# Martin Trigaux <[email protected]>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 10.saas~18\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-09-20 09:52+0000\n" | ||
"PO-Revision-Date: 2017-09-20 09:52+0000\n" | ||
"Last-Translator: Martin Trigaux <[email protected]>, 2017\n" | ||
"Language-Team: Afrikaans (https://www.transifex.com/odoo/teams/41243/af/)\n" | ||
"Language: af\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" | ||
|
||
#. module: crm_lead_to_task | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form | ||
msgid "Cancel" | ||
msgstr "Kanselleer" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.actions.act_window,name:crm_lead_to_task.crm_lead_convert2task_action | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form | ||
msgid "Convert to Task" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form | ||
msgid "Create Task" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_uid | ||
msgid "Created by" | ||
msgstr "Geskep deur" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_date | ||
msgid "Created on" | ||
msgstr "Geskep op" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__display_name | ||
msgid "Display Name" | ||
msgstr "Vertoningsnaam" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__id | ||
msgid "ID" | ||
msgstr "ID" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task____last_update | ||
msgid "Last Modified on" | ||
msgstr "Laas Gewysig op" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_uid | ||
msgid "Last Updated by" | ||
msgstr "Laas Opgedateer deur" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_date | ||
msgid "Last Updated on" | ||
msgstr "Laas Opgedateer op" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__lead_id | ||
msgid "Lead" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model,name:crm_lead_to_task.model_crm_lead_convert2task | ||
msgid "Lead convert to Task" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__project_id | ||
msgid "Project" | ||
msgstr "" |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,86 @@ | ||
# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_project | ||
# | ||
# Translators: | ||
# Martin Trigaux <[email protected]>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 10.saas~18\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-09-20 09:52+0000\n" | ||
"PO-Revision-Date: 2017-09-20 09:52+0000\n" | ||
"Last-Translator: Martin Trigaux <[email protected]>, 2017\n" | ||
"Language-Team: Amharic (https://www.transifex.com/odoo/teams/41243/am/)\n" | ||
"Language: am\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" | ||
|
||
#. module: crm_lead_to_task | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form | ||
msgid "Cancel" | ||
msgstr "መሰረዝ" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.actions.act_window,name:crm_lead_to_task.crm_lead_convert2task_action | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form | ||
msgid "Convert to Task" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form | ||
msgid "Create Task" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_uid | ||
msgid "Created by" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_date | ||
msgid "Created on" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__display_name | ||
msgid "Display Name" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__id | ||
msgid "ID" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task____last_update | ||
msgid "Last Modified on" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_uid | ||
msgid "Last Updated by" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_date | ||
msgid "Last Updated on" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__lead_id | ||
msgid "Lead" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model,name:crm_lead_to_task.model_crm_lead_convert2task | ||
msgid "Lead convert to Task" | ||
msgstr "" | ||
|
||
#. module: crm_lead_to_task | ||
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__project_id | ||
msgid "Project" | ||
msgstr "" |
Oops, something went wrong.