[17.0][ADD] crm_lead_to_task: Add relationship and smart buttons

crm_lead_to_task/__init__.py

@@ -1,2 +1,3 @@
 # License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
+from . import models
 from . import wizard

crm_lead_to_task/__manifest__.py

@@ -18,5 +18,6 @@
         "security/ir.model.access.csv",
         "wizard/crm_lead_convert2task_views.xml",
         "views/crm_lead_views.xml",
+        "views/project_task_views.xml",
     ],
 }

crm_lead_to_task/models/__init__.py

@@ -0,0 +1,2 @@
+from . import crm_lead
+from . import project_task

crm_lead_to_task/models/crm_lead.py

@@ -0,0 +1,27 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    task_ids = fields.One2many("project.task", "lead_id")
+    task_count = fields.Integer(compute="_compute_task_count")
+
+    @api.depends("task_ids")
+    def _compute_task_count(self):
+        for lead in self:
+            lead.task_count = len(lead.task_ids)
+
+    def action_view_tasks(self):
+        self.ensure_one()
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "project.task",
+            "view_mode": "tree,form",
+            "domain": [("lead_id", "=", self.id)],
+            "context": {"default_search_lead_id": self.id},
+            "name": _("Tasks from crm lead %s") % self.name,
+        }

crm_lead_to_task/models/project_task.py

@@ -0,0 +1,21 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, fields, models
+
+
+class ProjectTask(models.Model):
+    _inherit = "project.task"
+
+    lead_id = fields.Many2one("crm.lead")
+
+    def action_view_lead(self):
+        self.ensure_one()
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "crm.lead",
+            "view_mode": "form",
+            "res_id": self.lead_id.id,
+            "target": "current",
+            "name": _("Lead: %s") % self.lead_id.name,
+        }

crm_lead_to_task/tests/__init__.py

@@ -1,2 +1,3 @@
 # License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
 from . import test_crm_project
+from . import test_crm_lead_task

crm_lead_to_task/tests/test_crm_lead_task.py

@@ -0,0 +1,59 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _
+from odoo.tests.common import TransactionCase
+
+
+class TestCrmLeadTask(TransactionCase):
+    def setUp(self):
+        super().setUp()
+
+        # Create a CRM lead
+        self.lead = self.env["crm.lead"].create(
+            {
+                "name": "Test Lead",
+                "description": "Description",
+            }
+        )
+
+        # Create tasks related to the lead
+        self.task1 = self.env["project.task"].create(
+            {
+                "name": "Test Task 1",
+                "lead_id": self.lead.id,
+            }
+        )
+        self.task2 = self.env["project.task"].create(
+            {
+                "name": "Test Task 2",
+                "lead_id": self.lead.id,
+            }
+        )
+
+    def test_task_count_computation(self):
+        """Test that the task_count field correctly reflects the number of tasks"""
+        lead = self.env["crm.lead"].browse(self.lead.id)
+        self.assertEqual(lead.task_count, 2, "Task count should be 2.")
+
+    def test_action_view_tasks(self):
+        """Test that action_view_tasks returns the correct action"""
+        action = self.lead.action_view_tasks()
+
+        expected_domain = [("lead_id", "=", self.lead.id)]
+        self.assertEqual(action["type"], "ir.actions.act_window")
+        self.assertEqual(action["res_model"], "project.task")
+        self.assertEqual(action["view_mode"], "tree,form")
+        self.assertEqual(action["domain"], expected_domain)
+        self.assertEqual(action["context"]["default_search_lead_id"], self.lead.id)
+        self.assertEqual(action["name"], _("Tasks from crm lead %s") % self.lead.name)
+
+    def test_action_view_leads(self):
+        """Test that action_view_lead returns the correct action"""
+        action = self.task1.action_view_lead()
+
+        self.assertEqual(action["type"], "ir.actions.act_window")
+        self.assertEqual(action["res_model"], "crm.lead")
+        self.assertEqual(action["view_mode"], "form")
+        self.assertEqual(action["res_id"], self.lead.id)
+        self.assertEqual(action["name"], _("Lead: %s") % self.lead.name)

crm_lead_to_task/views/crm_lead_views.xml

@@ -15,6 +15,29 @@
                     groups="project.group_project_user"
                 />
             </field>
+            <!-- Add a smart button to the tasks created from this lead -->
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <field name="task_count" invisible="1" />
+                <button
+                    name="action_view_tasks"
+                    type="object"
+                    class="oe_stat_button"
+                    icon="fa-pencil"
+                    invisible="task_count &lt; 1"
+                >
+                    <div class="o_stat_info">
+                        <field name="task_count" class="o_stat_value" />
+                        <span
+                            class="o_stat_text"
+                            invisible="task_count &lt; 2"
+                        >Tasks</span>
+                        <span
+                            class="o_stat_text"
+                            invisible="task_count &gt; 1"
+                        >Task</span>
+                    </div>
+                </button>
+            </xpath>
         </field>
     </record>
 </odoo>

crm_lead_to_task/views/project_task_views.xml

@@ -0,0 +1,25 @@
+<odoo>
+
+    <record id="view_task_form2" model="ir.ui.view">
+        <field name="name">project.task.view.form.inherit.crm.lead.to.task</field>
+        <field name="model">project.task</field>
+        <field name="inherit_id" ref="project.view_task_form2" />
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <field name="lead_id" invisible="1" />
+                <button
+                    name="action_view_lead"
+                    type="object"
+                    class="oe_stat_button"
+                    icon="fa-star"
+                    invisible="not lead_id"
+                >
+                    <div class="o_stat_info">
+                        <span class="o_stat_text">CRM Lead</span>
+                    </div>
+                </button>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

crm_lead_to_task/wizard/crm_lead_convert2task.py

@@ -39,6 +39,7 @@ def action_lead_to_project_task(self):
             "project_id": self.project_id.id,
             "partner_id": partner.id,
             "email_cc": lead.email_cc,
+            "lead_id": lead.id,
         }
         task = self.env["project.task"].create(vals)
         # move the mail thread