-
-
Notifications
You must be signed in to change notification settings - Fork 411
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
- Loading branch information
1 parent
05c7d54
commit 1958cf6
Showing
21 changed files
with
1,193 additions
and
0 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,99 @@ | ||
================= | ||
CRM Lead Approval | ||
================= | ||
|
||
.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:735245e54463fae2254dcd6790ba909be3fd49ff8ffcb6119b2dbad96172d7fc | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-OCA%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/17.0/crm_lead_approval | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_lead_approval | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
|
||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
|
||
This module enables an approval process for opportunities in the CRM. | ||
Approvals are configured based on specified Sales Teams and/or CRM Tags, | ||
and only matching opportunities can be submitted to the approval process | ||
through a dedicated button. | ||
|
||
**Table of contents** | ||
|
||
.. contents:: | ||
:local: | ||
|
||
Configuration | ||
============= | ||
|
||
To enable this module for review, follow these steps: | ||
|
||
1. Navigate to the CRM settings. | ||
2. Add the relevant Sales Teams and/or CRM Tags to the "Sales Teams | ||
opportunities approval" and "CRM Tags opportunities approval" | ||
settings. | ||
|
||
Once configured, the approval button will appear in leads, allowing them | ||
to enter the approval process, but only for opportunities associated | ||
with the specified Sales Teams or CRM Tags. | ||
|
||
Usage | ||
===== | ||
|
||
|
||
|
||
Bug Tracker | ||
=========== | ||
|
||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/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/OCA/crm/issues/new?body=module:%20crm_lead_approval%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 | ||
------- | ||
|
||
* INVITU SARL | ||
|
||
Contributors | ||
------------ | ||
|
||
- Cyril VINH-TUNG <[email protected]> | ||
- Vehiana TEPUHIARII <[email protected]> | ||
|
||
Maintainers | ||
----------- | ||
|
||
This module is maintained by the OCA. | ||
|
||
.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
|
||
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. | ||
|
||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_approval>`_ project on GitHub. | ||
|
||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,5 @@ | ||
# Copyright 2024 INVITU SARL | ||
# License AGPL-3 or later (https://www.gnu.org/licenses/agpl.html). | ||
|
||
from . import models | ||
from . import wizard |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,20 @@ | ||
# Copyright 2024 INVITU SARL | ||
# License AGPL-3 or later (https://www.gnu.org/licenses/agpl.html). | ||
{ | ||
"name": "CRM Lead Approval", | ||
"summary": "This module allows to approve or not a lead.", | ||
"version": "17.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"author": "INVITU SARL, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"website": "https://github.com/OCA/crm", | ||
"depends": [ | ||
"crm", | ||
], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"views/res_config_settings.xml", | ||
"wizard/approval_wizard_views.xml", | ||
"views/crm_lead_views.xml", | ||
], | ||
} |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,175 @@ | ||
# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_lead_approval | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 17.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2025-01-16 21:00+0000\n" | ||
"PO-Revision-Date: 2025-01-16 21:00+0000\n" | ||
"Last-Translator: \n" | ||
"Language-Team: \n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Plural-Forms: \n" | ||
|
||
#. module: crm_lead_approval | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.res_config_settings_approved_teams | ||
msgid "" | ||
"Allow opportunities to proceed through the approval process with these CRM " | ||
"Tags." | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.actions.act_window,name:crm_lead_approval.action_crm_approval_wizard | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_lead__approval | ||
msgid "Approval" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_res_company__approval_tag_ids | ||
msgid "Approval Tag" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_res_company__approval_team_ids | ||
msgid "Approval Team" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form | ||
msgid "Approval wizard" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__done | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form | ||
msgid "Approve" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_lead_form_approval | ||
msgid "Approve/Refuse" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model,name:crm_lead_approval.model_crm_approval_wizard | ||
msgid "CRM Approval Wizard" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_res_config_settings__approval_tag_ids | ||
msgid "CRM Tags opportunities approval" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form | ||
msgid "Cancel" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,help:crm_lead_approval.field_res_config_settings__approval_tag_ids | ||
msgid "Choose CRM tags for which you want opportunity approval" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,help:crm_lead_approval.field_res_config_settings__approval_team_ids | ||
msgid "Choose Sales Teams for which you want opportunity approval" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model,name:crm_lead_approval.model_res_company | ||
msgid "Companies" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model,name:crm_lead_approval.model_res_config_settings | ||
msgid "Config Settings" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__create_uid | ||
msgid "Created by" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__create_date | ||
msgid "Created on" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__blocked | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form | ||
msgid "Disapprove" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__display_name | ||
msgid "Display Name" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.res_config_settings_approved_teams | ||
msgid "" | ||
"Enable these Sales Teams to provide their approval in the opportunities " | ||
"assigned to them." | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__id | ||
msgid "ID" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,help:crm_lead_approval.field_crm_lead__to_be_approved | ||
msgid "" | ||
"Indicates whether the record required approval or not" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__write_uid | ||
msgid "Last Updated by" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__write_date | ||
msgid "Last Updated on" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model,name:crm_lead_approval.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__none | ||
msgid "None" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__approval_comment | ||
msgid "Observation" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__lead_id | ||
msgid "Opportunity" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__normal | ||
#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form | ||
msgid "Reserved" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_res_config_settings__approval_team_ids | ||
msgid "Sales Teams opportunities approval" | ||
msgstr "" | ||
|
||
#. module: crm_lead_approval | ||
#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_lead__to_be_approved | ||
msgid "To be approved" | ||
msgstr "" |
Oops, something went wrong.