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19.0 mig crm project task#1

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ljmnoonan wants to merge 13 commits into19.0from
19.0-mig-crm_project_task
Open

19.0 mig crm project task#1
ljmnoonan wants to merge 13 commits into19.0from
19.0-mig-crm_project_task

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EmilioPascual and others added 9 commits April 26, 2026 05:24
@moduon MT-3175

Co-authored-by: Rafael Blasco <8736623+rafaelbn@users.noreply.github.com>
Co-authored-by: Jairo Llopis <973709+yajo@users.noreply.github.com>
- Added field lead_id in task.
- Added field task_ids in lead.
- Added smart button in lead to show related tasks.
Previously, crm_default_project_id was only being used with the "Create Task"
button. Pressing the oe_stat_button in control panel would bring you to a
view with related tasks, but pressing "New" would create a task unassigned
to any project, user or customer. Now this is fixed.
However, this new creation workflow will return an access error if the
salesman does not have permission to create tasks in the default project
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@ljmnoonan ljmnoonan force-pushed the 19.0-mig-crm_project_task branch from 347c010 to 4831835 Compare April 28, 2026 03:47
Now, upon installing this module, anyone with sales_team.group_sale_salesman
gets the read, write, and create, and sales_team.group_sale_manager gets the
same + unlink for project.task. They are, however, restricted to task records
with a lead_id pointing to a lead they have access to.

One major caveat: It is possible to set res.company.crm_default_project_id
for Company1 to a project in Company2. This will cause users from Company1
qithout access to Comany2 to get access errors when attempting to create a
related task from a lead.
While I can Imagine a situation in which this kind of cross company compatability
might be usefull, I also think it violates the design intent of odoo in generall.
@ljmnoonan ljmnoonan force-pushed the 19.0-mig-crm_project_task branch from 4831835 to 89317da Compare April 28, 2026 04:26
Bringing the translations in line with new structure.
This task was done with AI. It also added some new translations, but
I do not speak any of these languages, so cannot verify accuracy.
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4 participants