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101 changes: 101 additions & 0 deletions crm_lead_to_task/README.rst
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============
Lead to Task
============

..
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!! This file is generated by oca-gen-addon-readme !!
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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/15.0/crm_project
:alt: OCA/crm
.. |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/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|

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
=============

#. You need to have at least "Project User" and "Salesman" permissions to be
able to convert leads to tasks.

Usage
=====

#. Go to *CRM > Sales > My pipeline*.
#. Open one of the existing leads or create one.
#. Click on the button "Convert to Task".
#. A popup will appear asking you for a possible project for the task.
#. Click on "Create Task" button.
#. 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_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.

Credits
=======

Authors
~~~~~~~

* Odoo S.A.
* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`__:

* Pedro M. Baeza
* 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/15.0/crm_project>`_ 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 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": "16.0.1.0.0",
"license": "LGPL-3",
"installable": True,
"data": [
"security/ir.model.access.csv",
"wizard/crm_lead_convert2task_views.xml",
"views/crm_lead_views.xml",
],
}
96 changes: 96 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_project
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form
msgid "Cancel"
msgstr "Kanselleer"

#. module: crm_project
#: model:ir.actions.act_window,name:crm_project.crm_lead_convert2task_action
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_view_form
msgid "Convert to Task"
msgstr ""

#. module: crm_project
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form
msgid "Create Task"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_uid
msgid "Created by"
msgstr "Geskep deur"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_date
msgid "Created on"
msgstr "Geskep op"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__partner_id
msgid "Customer"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__display_name
msgid "Display Name"
msgstr "Vertoningsnaam"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__id
msgid "ID"
msgstr "ID"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task____last_update
msgid "Last Modified on"
msgstr "Laas Gewysig op"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_uid
msgid "Last Updated by"
msgstr "Laas Opgedateer deur"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_date
msgid "Last Updated on"
msgstr "Laas Opgedateer op"

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__lead_id
msgid "Lead"
msgstr ""

#. module: crm_project
#: model:ir.model,name:crm_project.model_crm_lead_convert2task
msgid "Lead convert to Task"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__project_id
msgid "Project"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__action
msgid "Related Customer"
msgstr ""
96 changes: 96 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_project
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form
msgid "Cancel"
msgstr "መሰረዝ"

#. module: crm_project
#: model:ir.actions.act_window,name:crm_project.crm_lead_convert2task_action
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_view_form
msgid "Convert to Task"
msgstr ""

#. module: crm_project
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form
msgid "Create Task"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_uid
msgid "Created by"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_date
msgid "Created on"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__partner_id
msgid "Customer"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__display_name
msgid "Display Name"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__id
msgid "ID"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task____last_update
msgid "Last Modified on"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_uid
msgid "Last Updated by"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_date
msgid "Last Updated on"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__lead_id
msgid "Lead"
msgstr ""

#. module: crm_project
#: model:ir.model,name:crm_project.model_crm_lead_convert2task
msgid "Lead convert to Task"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__project_id
msgid "Project"
msgstr ""

#. module: crm_project
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__action
msgid "Related Customer"
msgstr ""
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