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[ADD] Add crm_lead_approval module
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vehi-invitu committed Jan 17, 2025
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99 changes: 99 additions & 0 deletions crm_lead_approval/README.rst
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=================
CRM Lead Approval
=================

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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.
5 changes: 5 additions & 0 deletions crm_lead_approval/__init__.py
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# Copyright 2024 INVITU SARL
# License AGPL-3 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
from . import wizard
20 changes: 20 additions & 0 deletions crm_lead_approval/__manifest__.py
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# 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",
],
}
175 changes: 175 additions & 0 deletions crm_lead_approval/i18n/crm_lead_approval.pot
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# 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 ""
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