[16.0][IMP] crm_project_create: Archive or reactive the project and i…

…ts analytical account from lead.

@moduon MT-8265

crm_project_create/README.rst

@@ -31,6 +31,9 @@ CRM Project Create
 This module extends the functionality of crm and project and allow you
 to create a project from opportunity or lead.
 
+It also allows archiving or reactivating the project and its analytical
+account from the lead.
+
 .. IMPORTANT::
    This is an alpha version, the data model and design can change at any time without warning.
    Only for development or testing purpose, do not use in production.
@@ -89,6 +92,7 @@ Contributors
 ------------
 
 -  Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
+-  Eduardo López (`Moduon <https://www.moduon.team/>`__)
 
 Maintainers
 -----------

crm_project_create/models/crm_lead.py

@@ -8,3 +8,10 @@ class CrmLead(models.Model):
     _inherit = "crm.lead"
 
     project_id = fields.Many2one("project.project", string="Project")
+
+    def toggle_active(self):
+        """Archive or reactivate the project and their analytic account on lead toggle."""
+        for lead in self.filtered(lambda l: l.project_id):
+            lead.sudo().project_id.active = not lead.active
+            lead.sudo().project_id.analytic_account_id.active = not lead.active
+        return super().toggle_active()

crm_project_create/readme/CONTRIBUTORS.md

@@ -1 +1,2 @@
 -   Emilio Pascual ([Moduon](https://www.moduon.team/))
+-   Eduardo López ([Moduon](https://www.moduon.team/))

crm_project_create/readme/DESCRIPTION.md

@@ -1 +1,3 @@
 This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.
+
+It also allows archiving or reactivating the project and its analytical account from the lead.

crm_project_create/static/description/index.html

@@ -8,11 +8,10 @@
 
 /*
 :Author: David Goodger (goodger@python.org)
-:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
+:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
 :Copyright: This stylesheet has been placed in the public domain.
 
 Default cascading style sheet for the HTML output of Docutils.
-Despite the name, some widely supported CSS2 features are used.
 
 See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
@@ -275,7 +274,7 @@
   margin-left: 2em ;
   margin-right: 2em }
 
-pre.code .ln { color: gray; } /* line numbers */
+pre.code .ln { color: grey; } /* line numbers */
 pre.code, code { background-color: #eeeeee }
 pre.code .comment, code .comment { color: #5C6576 }
 pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
@@ -301,7 +300,7 @@
 span.pre {
   white-space: pre }
 
-span.problematic, pre.problematic {
+span.problematic {
   color: red }
 
 span.section-subtitle {
@@ -372,6 +371,8 @@ <h1 class="title">CRM Project Create</h1>
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_project_create"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module extends the functionality of crm and project and allow you
 to create a project from opportunity or lead.</p>
+<p>It also allows archiving or reactivating the project and its analytical
+account from the lead.</p>
 <div class="admonition important">
 <p class="first admonition-title">Important</p>
 <p class="last">This is an alpha version, the data model and design can change at any time without warning.
@@ -436,14 +437,13 @@ <h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
 <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <ul class="simple">
 <li>Emilio Pascual (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
+<li>Eduardo López (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
 </ul>
 </div>
 <div class="section" id="maintainers">
 <h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
-<a class="reference external image-reference" href="https://odoo-community.org">
-<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
-</a>
+<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
 <p>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.</p>

crm_project_create/tests/test_crm_create_project.py

@@ -51,7 +51,6 @@ def test_crm_create_project(self):
             )
         )
         self.assertEqual(wizard_form.project_name, self.lead.name)
-
         wizard_form.project_name = "Test Project"
         wizard_form.project_description = "Test Description"
         wizard = wizard_form.save()
@@ -63,3 +62,37 @@ def test_crm_create_project(self):
             self.lead.project_id.description,
             Markup("<p>Test Description</p>"),
         )
+
+    @users("user_salesman")
+    def test_crm_lead_archive(self):
+        """When a lead is lost or achived, so it's project and their analytic account."""
+        wizard_form = Form(
+            self.env["crm.create.project"].with_context(
+                active_model="crm.lead",
+                active_id=self.lead.id,
+                default_lead_id=self.lead.id,
+                default_project_name=self.lead.name,
+            )
+        )
+        wizard_form.project_name = "Test Project"
+        wizard_form.project_description = "Test Description"
+        wizard = wizard_form.save()
+        wizard.create_project()
+        self.assertTrue(self.lead.project_id.active)
+        self.assertTrue(self.lead.project_id.analytic_account_id.active)
+        self.lead.action_archive()
+        self.assertFalse(self.lead.project_id.active)
+        self.assertFalse(self.lead.project_id.analytic_account_id.active)
+        # Reactivate the lead
+        self.lead.toggle_active()
+        self.assertTrue(self.lead.project_id.active)
+        self.assertTrue(self.lead.project_id.analytic_account_id.active)
+        # Mark lead as lost
+        lost_wizard = self.env["crm.lead.lost"].create(
+            {
+                "lost_reason_id": self.env.ref("crm.lost_reason_1").id,
+            }
+        )
+        lost_wizard.with_context(active_ids=self.lead.ids).action_lost_reason_apply()
+        self.assertFalse(self.lead.project_id.active)
+        self.assertFalse(self.lead.project_id.analytic_account_id.active)