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79 changes: 79 additions & 0 deletions project_task_crm_lead/README.rst
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=====================
Project Task Crm Lead
=====================

..
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!! This file is generated by oca-gen-addon-readme !!
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!! source digest: sha256:8727e585123eb8d435fff77da2a505840522927a18ab1e828273c0b4f6d690ab
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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-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fproject-lightgray.png?logo=github
:target: https://github.com/OCA/project/tree/18.0/project_task_crm_lead
:alt: OCA/project
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/project-18-0/project-18-0-project_task_crm_lead
: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/project&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module links crm leads from project tasks. This is useful when we
want to contact partners as part of a task without including them in the
task. This is not the same behaviour as "crm_lead_to_task" or
"crm_project_task" modules.

**Table of contents**

.. contents::
:local:

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/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/project/issues/new?body=module:%20project_task_crm_lead%0Aversion:%2018.0%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
-------

* INVITU

Contributors
------------

- Cyril VINH-TUNG <cyril@invitu.com>

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/project <https://github.com/OCA/project/tree/18.0/project_task_crm_lead>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions project_task_crm_lead/__init__.py
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# Copyright 2026 INVITU (<https://www.invitu.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from . import models
17 changes: 17 additions & 0 deletions project_task_crm_lead/__manifest__.py
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# Copyright 2026 INVITU (<https://www.invitu.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Project Task Crm Lead",
"summary": "This module add a link between project tasks and leads",
"version": "18.0.1.0.0",
"author": "INVITU, Odoo Community Association (OCA)",
"license": "AGPL-3",
"category": "Generic Modules/Projects & Services",
"website": "https://github.com/OCA/project",
"depends": [
"project",
"crm",
],
"data": ["views/project_task_views.xml", "views/crm_lead_views.xml"],
"installable": True,
}
5 changes: 5 additions & 0 deletions project_task_crm_lead/models/__init__.py
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# Copyright 2026 INVITU (<https://www.invitu.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from . import project_task
from . import crm_lead
21 changes: 21 additions & 0 deletions project_task_crm_lead/models/crm_lead.py
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# Copyright 2026 INVITU (<https://www.invitu.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import _, fields, models


class CrmLead(models.Model):
_inherit = "crm.lead"

task_id = fields.Many2one("project.task")

def action_view_task(self):
self.ensure_one()
return {
"type": "ir.actions.act_window",
"res_model": "project.task",
"view_mode": "form",
"res_id": self.task_id.id,
"target": "current",
"name": _("Task: %s") % self.task_id.name,
}
31 changes: 31 additions & 0 deletions project_task_crm_lead/models/project_task.py
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# Copyright 2026 INVITU (<https://www.invitu.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import _, api, fields, models


class ProjectTask(models.Model):
_inherit = "project.task"

lead_ids = fields.One2many("crm.lead", "task_id", string="Leads/Opportunities")
lead_count = fields.Integer(compute="_compute_lead_count")

@api.depends("lead_ids")
def _compute_lead_count(self):
for task in self:
task.lead_count = len(task.lead_ids)

def action_view_leads(self):
self.ensure_one()
return {
"type": "ir.actions.act_window",
"res_model": "crm.lead",
"view_mode": "kanban,form",
"domain": [("task_id", "=", self.id)],
"context": {
"search_default_task_id": self.id,
"default_task_id": self.id,
"default_type": "opportunity",
},
"name": _("Leads from project task %s") % self.name,
}
3 changes: 3 additions & 0 deletions project_task_crm_lead/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
1 change: 1 addition & 0 deletions project_task_crm_lead/readme/CONTRIBUTORS.md
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- Cyril VINH-TUNG \<<cyril@invitu.com>\>
3 changes: 3 additions & 0 deletions project_task_crm_lead/readme/DESCRIPTION.md
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This module links crm leads from project tasks.
This is useful when we want to contact partners as part of a task without including them in the task.
This is not the same behaviour as "crm_lead_to_task" or "crm_project_task" modules.
Binary file added project_task_crm_lead/static/description/icon.png
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