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‎crm_project_create/README.rst

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==================
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CRM Project Create
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==================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:0b7cb51199e3b0707c16a974bb588b18dea831edf9027bcbf242d230eb6fa4c8
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
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:target: https://github.com/OCA/crm/tree/16.0/crm_project_create
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:alt: OCA/crm
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of crm and project and allow you
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to create a project from opportunity or lead.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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This module was developed because sometimes you want to create the
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project from the crm without creating a sales order, for example when
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you want to plan a project.
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It will be useful for you if you want to create a project before
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creating a quotation and confirming it or if you want to estimate, plan
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or know if you have the capacity before making the sale.
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Usage
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=====
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To use this module, you need to:
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1. Go to CRM > Sales > My Pipeline
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2. Create a new opportunity or join an existing one.
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3. Click on **Create project** in header.
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4. A wizard is shown to fill project name and/or project description.
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5. Click on **Create project**.
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6. You can see project created in page **Extra Information**, inside
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group **Misc**.
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7. Is you have *Project: Administrator* permissions, you can edit the
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project after creating it.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Moduon
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Contributors
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------------
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- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
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:target: https://github.com/EmilioPascual
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:alt: EmilioPascual
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.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
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:target: https://github.com/rafaelbn
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:alt: rafaelbn
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-EmilioPascual| |maintainer-rafaelbn|
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.
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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
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from . import wizards

‎crm_project_create/__manifest__.py

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# Copyright 2024 Moduon Team S.L.
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
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{
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"name": "CRM Project Create",
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"summary": "Allow create projects from lead/opportunity",
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"version": "16.0.1.0.0",
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"development_status": "Alpha",
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"category": "Sales/CRM",
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"website": "https://github.com/OCA/crm",
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"author": "Moduon, Odoo Community Association (OCA)",
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"maintainers": ["EmilioPascual", "rafaelbn"],
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"license": "LGPL-3",
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"application": False,
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"installable": True,
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"depends": ["crm", "sale_project", "mail_message_destiny_link_template"],
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"data": [
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"security/ir.model.access.csv",
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"wizards/crm_create_project.xml",
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"views/crm_lead.xml",
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],
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}

‎crm_project_create/i18n/crm_project_create.pot

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * crm_project_create
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0+e\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-07-17 12:20+0000\n"
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"PO-Revision-Date: 2024-07-17 12:20+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: crm_project_create
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#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
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msgid "Cancel"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
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#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
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#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
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msgid "Create Project"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
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msgid "Created by"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
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msgid "Created on"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
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msgid "Display Name"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
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msgid "ID"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
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msgid "Last Modified on"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
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msgid "Last Updated by"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
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msgid "Last Updated on"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
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msgid "Lead"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model,name:crm_project_create.model_crm_lead
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msgid "Lead/Opportunity"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
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msgid "Project"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
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msgid "Project Description"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
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msgid "Project Name"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model,name:crm_project_create.model_crm_create_project
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msgid "Wizart to create Project from Lead/Opportunity"
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msgstr ""

‎crm_project_create/i18n/es.po

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * crm_create_project
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0+e\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-07-17 12:20+0000\n"
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"PO-Revision-Date: 2024-07-17 14:20+0200\n"
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"Last-Translator: Emilio Pascual <[email protected]>\n"
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"Language-Team: \n"
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"Language: es\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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"X-Generator: Poedit 3.4.4\n"
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#. module: crm_project_create
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#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
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msgid "Cancel"
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msgstr "Cancelar"
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#. module: crm_project_create
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#: model:ir.actions.act_window,name:crm_project_create.crm_create_project_action
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#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_create_project_view_form
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#: model_terms:ir.ui.view,arch_db:crm_project_create.crm_lead_view_form_crm_project_project
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msgid "Create Project"
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msgstr "Crear proyecto"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_uid
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msgid "Created by"
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msgstr "Creado por"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__create_date
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msgid "Created on"
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msgstr "Creado el"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__display_name
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msgid "Display Name"
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msgstr "Nombre mostrado"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__id
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msgid "ID"
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msgstr ""
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project____last_update
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msgid "Last Modified on"
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msgstr "Última modificación el"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_uid
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msgid "Last Updated by"
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msgstr "Última actualización por"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__write_date
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msgid "Last Updated on"
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msgstr "Última actualización el"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__lead_id
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msgid "Lead"
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msgstr "Iniciativa/Oportundad"
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#. module: crm_project_create
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#: model:ir.model,name:crm_project_create.model_crm_lead
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msgid "Lead/Opportunity"
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msgstr "Iniciativa/Oportundad"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_lead__project_id
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msgid "Project"
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msgstr "Proyecto"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_description
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msgid "Project Description"
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msgstr "Descripción del proyecto"
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#. module: crm_project_create
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#: model:ir.model.fields,field_description:crm_project_create.field_crm_create_project__project_name
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msgid "Project Name"
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msgstr "Nombre del proyecto"
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#. module: crm_project_create
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#: model:ir.model,name:crm_project_create.model_crm_create_project
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msgid "Wizart to create Project from Lead/Opportunity"
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msgstr "Asistente para crear un proyecto desde la iniciativa/oportunidad"
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#, python-format
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#~ msgid "Project <a href=# data-oe-model=project.project data-oe-id=%(project)d>%(name)s</a> created."
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#~ msgstr "Proyecto <a href=# data-oe-model=project.project data-oe-id=%(project)d>%(name)s</a> creado."
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#, python-format
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#~ msgid "Project created from lead/opportunity <a href=# data-oe-model=crm.lead data-oe-id=%(lead)d>%(name)s</a>."
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#~ 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.
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
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from odoo import fields, models
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class CrmLead(models.Model):
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_inherit = "crm.lead"
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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.
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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

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- Emilio Pascual ([Moduon](https://www.moduon.team/))

‎crm_project_create/readme/DESCRIPTION.md

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This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

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