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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
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Hello, thank you for this improvements 🙏🏼
- Please be sure we solve #481
- Add Moduon as author of the module and maintain the contributor and maintainers of https://github.com/OCA/crm/tree/16.0/crm_project_task
Thank you! 😄 ❤️
| @@ -6,13 +6,22 @@ | |||
| <field name="arch" type="xml"> | |||
| <form string="Convert to Task"> | |||
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issue: this form title is now misleading
| action["context"] = context | ||
| return action | ||
|
|
||
| def _move_chatter(self, task): |
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issue: remember that many modules can coexist, so it's better if method names are more explicit:
| def _move_chatter(self, task): | |
| def _move_chatter_to_task(self, task): |
| if self.company_id.crm_archive_lead_on_convert: | ||
| self.active = False |
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question: does this make sense now? If users have the ability to click on "convert to task", shouldn't that just archive always?
IMHO the crm_archive_lead_on_convert should be an option with 3 choices:
- Always
- Never
- Empty (let the user choose)
| type="object" | ||
| string="Create Task" | ||
| class="oe_stat_button" | ||
| groups="project.group_project_user" |
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issue: salespersons cannot convert to task if they don't have project permissions.
| groups="project.group_project_user" |
Salespeople should be able to perform the conversion (not the linking).
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There hasn't been any activity on this pull request in the past 4 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days. |
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After merging “crm_project_task,” some usability issues were reported. The following improvements have been added:
https://www.loom.com/share/142ac524c4274a75b6aef5d1ef6feb5b
@moduon MT-11907