[IMP] crm_lead_to_task: Usability improves

After merging “crm_project_task,” some usability issues were reported. The following improvements have been added:
	- Unified to a button in the lead with a wizard that always appears
	- If a project is selected in the options, it will open by default in the wizard in read-only mode
	- Within the wizard, you can:
		- Convert lead to task: this is how it worked before, where you can archive the lead and move the chatter to the task
		- Create task and link: a task linked to the lead will be created, but the chatter will not be moved and the lead will not be archived.

@moduon MT-11907

Author: Joel Estrada

crm_lead_to_task/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 ============
 Lead to Task
 ============
@@ -17,7 +13,7 @@ Lead to Task
 .. |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/license-LGPL--3-blue.png
+.. |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
@@ -33,14 +29,20 @@ Lead to Task
 |badge1| |badge2| |badge3| |badge4| |badge5|
 
 This module allows you to convert leads or opportunities into project
-tasks. It supports the following features:
+tasks or link a task with one. It supports the following features:
 
 - Optional automatic archiving of the lead after conversion.
 
-- Ability to configure a Force Project so tasks are created directly
-  without a popup.
+- Ability to convert a lead to task or create a task and link it to the
+  lead using the wizard.
+
+- Ability to configure a Force Project to have a preselected project on
+  the wizard.
 
-- Preserves attachments and messages from the lead.
+- Preserves attachments and messages from the lead when converting.
+
+- When linking a new task, attachments and messages are not passed and
+  lead/opportunities are not archived.
 
 **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
@@ -66,8 +68,8 @@ Usage
 
 1. Open the CRM settings and configure:
 
-   - Force Project: If set, all tasks created from leads will be
-     assigned to this project without asking the user.
+   - Force Project: If set, "Project" field will be preselected on the
+     creation wizard and the field will be readonly.
    - Archive Lead: If enabled, the lead will be archived after
      converting it to a task.
 
@@ -77,31 +79,28 @@ Usage
 
 3. Open an existing lead or create a new one.
 
-4. Depending on the Archive Lead setting:
-
-   - Enabled → The button will be labeled "Convert to Task".
-
-   |convert_to_task|
+4. Once in the lead, click to the "Create Task" button.
 
-   - Disabled → The button will be labeled "Create Task".
+   |crm_lead_button|
 
-   |create_task|
+5. When clicking the button, a pop up will appear:
 
-5. When clicking the button (either Create Task or Convert to Task), two
-   scenarios are possible:
+   - It will have a "Project" field. This field will become preselected
+     if "Force Project" is configured.
+   - "Convert to task" button: This button will convert the lead to a
+     Task. This includes archive the lead if configured and pass the
+     chatter to the new task
+   - "Create new task and link" button: This button creates a new task
+     and link it to the current lead. This will ignore the archive
+     configuration and will not include the chatter in the new task.
 
-   - Force Project set → The task is created immediately and linked to
-     the configured project.
-   - No Force Project set → A popup appears allowing you to select a
-     project. Click Create Task in the popup to proceed.
+   |create_wizard|
 
-6. After creation, you will be redirected to the new task form view. All
-   relevant lead information, including attachments and messages, will
-   be copied to the task.
+6. After creation, you will be redirected to the new task form view.
 
 .. |crm_settings| image:: https://raw.githubusercontent.com/OCA/crm/18.0/crm_lead_to_task/static/description/crm_settings.png
-.. |convert_to_task| image:: https://raw.githubusercontent.com/OCA/crm/18.0/crm_lead_to_task/static/description/convert_to_task.png
-.. |create_task| image:: https://raw.githubusercontent.com/OCA/crm/18.0/crm_lead_to_task/static/description/create_task.png
+.. |crm_lead_button| image:: https://raw.githubusercontent.com/OCA/crm/18.0/crm_lead_to_task/static/description/crm_lead_button.png
+.. |create_wizard| image:: https://raw.githubusercontent.com/OCA/crm/18.0/crm_lead_to_task/static/description/create_wizard.png
 
 Bug Tracker
 ===========
@@ -131,6 +130,7 @@ Contributors
   - Carolina Fernandez
 
 - Ruchir Shukla <ruchir@bizzappdev.com>
+- Joel Estrada (`Moduon <https://www.moduon.team/>`__)
 
 Maintainers
 -----------

crm_lead_to_task/i18n/crm_lead_to_task.pot

@@ -4,8 +4,10 @@
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 18.0\n"
+"Project-Id-Version: Odoo Server 18.0+e\n"
 "Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-10-06 10:29+0000\n"
+"PO-Revision-Date: 2025-10-06 10:29+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -48,16 +50,24 @@ msgstr ""
 #. module: crm_lead_to_task
 #: model:ir.actions.act_window,name:crm_lead_to_task.crm_lead_convert2task_action
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
-#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
 msgid "Convert to Task"
 msgstr ""
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
+msgid "Convert to task"
+msgstr ""
+
+#. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
 msgid "Create Task"
 msgstr ""
 
+#. module: crm_lead_to_task
+#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
+msgid "Create new task and link"
+msgstr ""
+
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_uid
 msgid "Created by"

crm_lead_to_task/i18n/es.po

@@ -1,42 +1,41 @@
 # Translation of Odoo Server.
 # This file contains the translation of the following modules:
-# * crm_project
+# 	* crm_lead_to_task
 #
-# Translators:
-# Martin Trigaux, 2018
-# Cristopher Cravioto <ccr@odoo.com>, 2018
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server saas~11.5\n"
+"Project-Id-Version: Odoo Server 18.0+e\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2021-02-07 20:31+0000\n"
-"PO-Revision-Date: 2021-02-07 21:31+0100\n"
-"Last-Translator: Cristopher Cravioto <ccr@odoo.com>, 2018\n"
-"Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n"
+"POT-Creation-Date: 2025-10-06 10:30+0000\n"
+"PO-Revision-Date: 2025-10-06 12:53+0200\n"
+"Last-Translator: Joel Estrada Castellano <joel@moduon.team>\n"
+"Language-Team: \n"
 "Language: es\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"
-"X-Generator: Poedit 2.3\n"
+"X-Generator: Poedit 3.5\n"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
 msgid ""
 "<span class=\"o_stat_text\" invisible=\"task_count &lt; 2\">Tasks</span>\n"
-"                        <span class=\"o_stat_text\" invisible=\"task_count "
-"&gt; 1\">Task</span>"
+"                        <span class=\"o_stat_text\" invisible=\"task_count &gt; 1\">Task</span>"
 msgstr ""
+"<span class=\"o_stat_text\" invisible=\"task_count &lt; 2\">Tareas</span>\r\n"
+"                        <span class=\"o_stat_text\" invisible=\"task_count &gt; 1\">Tareas</"
+"span>"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.view_task_form2
 msgid "<span class=\"o_stat_text\">CRM Lead</span>"
-msgstr ""
+msgstr "<span class=\"o_stat_text\">Iniciativas</span>"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
 msgid "Archive lead"
-msgstr ""
+msgstr "Archivar iniciativa"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
@@ -46,26 +45,34 @@ msgstr "Cancelar"
 #. module: crm_lead_to_task
 #: model:ir.model,name:crm_lead_to_task.model_res_company
 msgid "Companies"
-msgstr ""
+msgstr "Compañías"
 
 #. module: crm_lead_to_task
 #: model:ir.model,name:crm_lead_to_task.model_res_config_settings
 msgid "Config Settings"
-msgstr ""
+msgstr "Ajustes de configuración"
 
 #. module: crm_lead_to_task
 #: model:ir.actions.act_window,name:crm_lead_to_task.crm_lead_convert2task_action
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
-#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
 msgid "Convert to Task"
 msgstr "Convertir a tarea"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
+msgid "Convert to task"
+msgstr "Convertir a tarea"
+
+#. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
 msgid "Create Task"
 msgstr "Crear tarea"
 
+#. module: crm_lead_to_task
+#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
+msgid "Create new task and link"
+msgstr "Crear nueva tarea y vincular"
+
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_uid
 msgid "Created by"
@@ -81,12 +88,12 @@ msgstr "Creado el"
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_res_company__crm_archive_lead_on_convert
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_res_config_settings__crm_archive_lead_on_convert
 msgid "Crm Archive Lead On Convert"
-msgstr ""
+msgstr "Archivar iniciativa tras convertir"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
 msgid "Default project to be used when creating a task from a lead."
-msgstr ""
+msgstr "Proyecto predeterminado que se utilizará al crear una tarea a partir de una iniciativa."
 
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__display_name
@@ -97,7 +104,7 @@ msgstr "Nombre a mostrar"
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_res_company__crm_force_project_id
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_res_config_settings__crm_force_project_id
 msgid "Force Project"
-msgstr ""
+msgstr "Forzar Proyecto"
 
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__id
@@ -106,10 +113,10 @@ msgstr "ID (identificación)"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
-msgid ""
-"If enabled, leads will be archived automatically after converting it to a "
-"task."
+msgid "If enabled, leads will be archived automatically after converting it to a task."
 msgstr ""
+"Si se habilita, las iniciativas se archivarán automáticamente después de convertirlas en una "
+"tarea."
 
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_uid
@@ -135,14 +142,14 @@ msgstr "Convertir Iniciativa a Tarea"
 #. module: crm_lead_to_task
 #: model:ir.model,name:crm_lead_to_task.model_crm_lead
 msgid "Lead/Opportunity"
-msgstr ""
+msgstr "Lead/Oportunidad"
 
 #. module: crm_lead_to_task
 #. odoo-python
 #: code:addons/crm_lead_to_task/models/project_task.py:0
 #: code:addons/crm_lead_to_task/tests/test_crm_lead_task.py:0
 msgid "Lead: %s"
-msgstr ""
+msgstr "Iniciativa: %s"
 
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__project_id
@@ -153,30 +160,21 @@ msgstr "Proyecto"
 #: model:ir.model,name:crm_lead_to_task.model_project_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead__task_ids
 msgid "Task"
-msgstr ""
+msgstr "Tarea"
 
 #. module: crm_lead_to_task
 #: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead__task_count
 msgid "Task Count"
-msgstr ""
+msgstr "Número de tareas"
 
 #. module: crm_lead_to_task
 #: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
 msgid "Tasks"
-msgstr ""
+msgstr "Tareas"
 
 #. module: crm_lead_to_task
 #. odoo-python
 #: code:addons/crm_lead_to_task/models/crm_lead.py:0
 #: code:addons/crm_lead_to_task/tests/test_crm_lead_task.py:0
 msgid "Tasks from crm lead %s"
-msgstr ""
-
-#~ msgid "Last Modified on"
-#~ msgstr "Última modificación en"
-
-#~ msgid "Customer"
-#~ msgstr "Cliente"
-
-#~ msgid "Related Customer"
-#~ msgstr "Cliente relacionado"
+msgstr "Tareas de iniciativas %s"