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Merge PR #584 into 17.0
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104 changes: 104 additions & 0 deletions crm_lead_to_task/README.rst
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============
Lead to Task
============

..
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.. |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
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:alt: Translate me on Weblate
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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.
2 changes: 2 additions & 0 deletions crm_lead_to_task/__init__.py
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# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
from . import wizard
22 changes: 22 additions & 0 deletions crm_lead_to_task/__manifest__.py
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# 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",
],
}
86 changes: 86 additions & 0 deletions crm_lead_to_task/i18n/af.po
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# 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 ""
86 changes: 86 additions & 0 deletions crm_lead_to_task/i18n/am.po
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# 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 ""
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