Merge pull request #13 from sygel-technology/17.0-T-6494

[T-6494][17.0][ADD]crm_assign_project: allows to automatically assign a project to a CRM lead

crm_assign_project/README.rst

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+==================
+CRM Assign Project
+==================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f12f92a7b3b43b634b25a7a9cfeb8d47e6e839783428e0a4f466c00ac654b700
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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-sygel--technology%2Fsy--crm-lightgray.png?logo=github
+    :target: https://github.com/sygel-technology/sy-crm/tree/17.0/crm_assign_project
+    :alt: sygel-technology/sy-crm
+
+|badge1| |badge2| |badge3|
+
+This module allows to automatically assign a project to a CRM lead when
+a lead/opportunity is created through an email.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+1. Go to CRM > Configuration > Sales Teams and select a team.
+2. Check the 'Assign Project' checkbox
+3. Select a value in 'Automatically Assigned Project'
+
+Usage
+=====
+
+To usage this module, you need to:
+
+1. Create a new Lead, manually or sending a email to an alias, with a
+   Crm Team with a project_id
+2. The created lead will have the configured project_id
+
+Known issues / Roadmap
+======================
+
+-  Manually created leads with the fast creation popup wizard won't have
+   a default project_id, even if the user has a default team_id with a
+   default project_id. The reason is this is made with an onchange.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/sygel-technology/sy-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/sygel-technology/sy-crm/issues/new?body=module:%20crm_assign_project%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
+-------
+
+* Sygel
+
+Contributors
+------------
+
+-  Harald Panten harald.panten@sygel.es
+-  Valentin Vinagre valentin.vinagre@sygel.es
+-  Alberto Martínez alberto.martinez@sygel.es
+-  Roger Sans roger.sans@sygel.es
+
+Maintainers
+-----------
+
+This module is part of the `sygel-technology/sy-crm <https://github.com/sygel-technology/sy-crm/tree/17.0/crm_assign_project>`_ project on GitHub.
+
+You are welcome to contribute.

crm_assign_project/__init__.py

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+# Copyright 2022 Manuel Regidor <manuel.regidor@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models

crm_assign_project/__manifest__.py

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+# Copyright 2022 Manuel Regidor <manuel.regidor@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "CRM Assign Project",
+    "summary": "Automatically assign project to CRM lead.",
+    "version": "17.0.1.0.0",
+    "category": "CRM",
+    "website": "https://github.com/sygel-technology/sy-crm",
+    "author": "Sygel, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["crm", "sales_team", "crm_timesheet"],
+    "data": [
+        "views/crm_team_views.xml",
+    ],
+}

crm_assign_project/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_assign_project
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 12.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2022-07-12 11:45+0000\n"
+"PO-Revision-Date: 2022-07-12 13:45+0200\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+"Language: es\n"
+"X-Generator: Poedit 2.3\n"
+
+#. module: crm_assign_project
+#: model:ir.model.fields,field_description:crm_assign_project.field_crm_team__automatic_project_assignation
+msgid "Assign Project"
+msgstr "Asignar proyecto"
+
+#. module: crm_assign_project
+#: model:ir.model.fields,field_description:crm_assign_project.field_crm_team__automatic_assignation_project_id
+msgid "Automatically Assigned Project"
+msgstr "Proyecto asignado automáticamente"
+
+#. module: crm_assign_project
+#: model:ir.model,name:crm_assign_project.model_crm_team
+msgid "Sales Channels"
+msgstr "Canales de Ventas"

crm_assign_project/models/__init__.py

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+# Copyright 2022 Manuel Regidor <manuel.regidor@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import crm_team
+from . import crm_lead

crm_assign_project/models/crm_lead.py

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+# Copyright 2022 Manuel Regidor <manuel.regidor@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    @api.onchange("team_id")
+    def _onchange_team_id(self):
+        if (
+            self.team_id
+            and self.team_id.automatic_project_assignation
+            and self.team_id.automatic_assignation_project_id
+        ):
+            self.project_id = self.team_id.automatic_assignation_project_id.id

crm_assign_project/models/crm_team.py

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+# Copyright 2022 Manuel Regidor <manuel.regidor@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class CrmTeam(models.Model):
+    _inherit = "crm.team"
+
+    automatic_project_assignation = fields.Boolean(
+        string="Assign Project", default=False
+    )
+    automatic_assignation_project_id = fields.Many2one(
+        string="Automatically Assigned Project",
+        comodel_name="project.project",
+    )
+
+    def write(self, vals):
+        values = super().write(vals)
+        if (
+            "automatic_project_assignation" in vals
+            or "automatic_assignation_project_id" in vals
+        ) and self.alias_id:
+            alias_values = self._alias_get_creation_values()
+            self.alias_id.write({"alias_defaults": alias_values["alias_defaults"]})
+        return values
+
+    def _alias_get_creation_values(self):
+        values = super()._alias_get_creation_values()
+        if self.automatic_project_assignation and self.automatic_assignation_project_id:
+            values["alias_defaults"][
+                "project_id"
+            ] = self.automatic_assignation_project_id.id
+        elif (
+            not self.automatic_project_assignation
+            and values.get("alias_defaults")
+            and values.get("alias_defaults").get("project_id")
+        ):
+            values.get("alias_defaults").pop("project_id")
+        return values

crm_assign_project/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_assign_project/readme/CONFIGURE.md

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+To configure this module, you need to:
+
+1. Go to CRM > Configuration > Sales Teams and select a team.
+2. Check the 'Assign Project' checkbox
+3. Select a value in 'Automatically Assigned Project'

crm_assign_project/readme/CONTRIBUTORS.md

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+- Harald Panten <harald.panten@sygel.es>
+- Valentin Vinagre <valentin.vinagre@sygel.es>
+- Alberto Martínez <alberto.martinez@sygel.es>
+- Roger Sans <roger.sans@sygel.es>

crm_assign_project/readme/DESCRIPTION.md

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+This module allows to automatically assign a project to a CRM lead when a lead/opportunity is created through an email.

crm_assign_project/readme/ROADMAP.md

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+- Manually created leads with the fast creation popup wizard won't have a default project_id, even if the user has a default team_id with a default project_id. The reason is this is made with an onchange.

crm_assign_project/readme/USAGE.md

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+To usage this module, you need to:
+
+1. Create a new Lead, manually or sending a email to an alias, with a Crm Team with a project_id
+2. The created lead will have the configured project_id