Merge pull request #1 from invitu/17.0-add_crm_lead_approval

[17.0] add crm lead approval

Author: vehi-invitu

crm_lead_approval/i18n/crm_lead_approval.pot

@@ -6,8 +6,8 @@ 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"
+"POT-Creation-Date: 2025-02-11 01:31+0000\n"
+"PO-Revision-Date: 2025-02-11 01:31+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -54,6 +54,11 @@ msgstr ""
 msgid "Approve/Refuse"
 msgstr ""
 
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Approved"
+msgstr ""
+
 #. module: crm_lead_approval
 #: model:ir.model,name:crm_lead_approval.model_crm_approval_wizard
 msgid "CRM Approval Wizard"
@@ -124,8 +129,7 @@ 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"
+msgid "Indicates whether the record required approval or not"
 msgstr ""
 
 #. module: crm_lead_approval
@@ -153,11 +157,26 @@ msgstr ""
 msgid "Observation"
 msgstr ""
 
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Opportunities that are not yet reviewed"
+msgstr ""
+
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Opportunities that are refused"
+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_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Refused"
+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
@@ -173,3 +192,8 @@ msgstr ""
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_lead__to_be_approved
 msgid "To be approved"
 msgstr ""
+
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Unreviewed"
+msgstr ""

crm_lead_approval/i18n/fr.po

@@ -6,8 +6,8 @@ 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"
+"POT-Creation-Date: 2025-02-11 01:32+0000\n"
+"PO-Revision-Date: 2025-02-11 01:32+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -21,8 +21,8 @@ msgid ""
 "Allow opportunities to proceed through the approval process with these CRM "
 "Tags."
 msgstr ""
-"Permettre aux opportunités de passer dans le processus d'approbation "
-"grâce à ces étiquettes."
+"Permettre aux opportunités de passer dans le processus d'approbation grâce à"
+" ces étiquettes."
 
 #. module: crm_lead_approval
 #: model:ir.actions.act_window,name:crm_lead_approval.action_crm_approval_wizard
@@ -56,6 +56,11 @@ msgstr "Favorable"
 msgid "Approve/Refuse"
 msgstr "Approuver/Refuser"
 
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Approved"
+msgstr "Approuvé"
+
 #. module: crm_lead_approval
 #: model:ir.model,name:crm_lead_approval.model_crm_approval_wizard
 msgid "CRM Approval Wizard"
@@ -84,12 +89,12 @@ msgstr ""
 #. module: crm_lead_approval
 #: model:ir.model,name:crm_lead_approval.model_res_company
 msgid "Companies"
-msgstr ""
+msgstr "Sociétés"
 
 #. module: crm_lead_approval
 #: model:ir.model,name:crm_lead_approval.model_res_config_settings
 msgid "Config Settings"
-msgstr ""
+msgstr "Paramètres de configuration"
 
 #. module: crm_lead_approval
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__create_uid
@@ -118,8 +123,8 @@ msgid ""
 "Enable these Sales Teams to provide their approval in the opportunities "
 "assigned to them."
 msgstr ""
-"Permettre à ces équipes commerciales de donner leur approbation dans "
-"les opportunités qui leur sont assignées."
+"Permettre à ces équipes commerciales de donner leur approbation dans les "
+"opportunités qui leur sont assignées."
 
 #. module: crm_lead_approval
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__id
@@ -128,10 +133,8 @@ 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 ""
-"Indique si l'enregistrement nécessite une approbation ou pas"
+msgid "Indicates whether the record required approval or not"
+msgstr "Indique si l'enregistrement nécessite une approbation ou pas"
 
 #. module: crm_lead_approval
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__write_uid
@@ -146,7 +149,7 @@ msgstr ""
 #. module: crm_lead_approval
 #: model:ir.model,name:crm_lead_approval.model_crm_lead
 msgid "Lead/Opportunity"
-msgstr ""
+msgstr "Piste/Demande"
 
 #. module: crm_lead_approval
 #: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__none
@@ -156,12 +159,27 @@ msgstr "Aucun"
 #. module: crm_lead_approval
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__approval_comment
 msgid "Observation"
-msgstr "Observation"
+msgstr ""
+
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Opportunities that are not yet reviewed"
+msgstr ""
+
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Opportunities that are refused"
+msgstr ""
 
 #. module: crm_lead_approval
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__lead_id
 msgid "Opportunity"
-msgstr "Opportunité"
+msgstr "Demande"
+
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Refused"
+msgstr "Refusé"
 
 #. module: crm_lead_approval
 #: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__normal
@@ -178,3 +196,8 @@ msgstr ""
 #: model:ir.model.fields,field_description:crm_lead_approval.field_crm_lead__to_be_approved
 msgid "To be approved"
 msgstr "À approuver"
+
+#. module: crm_lead_approval
+#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_case_opportunity_approval_filter
+msgid "Unreviewed"
+msgstr "Pas encore d'avis"

crm_lead_approval/models/crm_lead.py

@@ -1,7 +1,7 @@
 # Copyright 2024 INVITU SARL
 # License AGPL-3 or later (https://www.gnu.org/licenses/agpl.html).
 
-from odoo import fields, models
+from odoo import fields, models, api
 
 
 class CrmLead(models.Model):
@@ -16,14 +16,17 @@ class CrmLead(models.Model):
         ],
         default="none",
         tracking=True,
+        copy=False,
         readonly=True,
     )
     to_be_approved = fields.Boolean(
         string="To be approved",
         compute="_compute_to_be_approved",
+        store=True,
         help="Indicates whether the record required approval or not",
     )
 
+    @api.depends('team_id', 'tag_ids')
     def _compute_to_be_approved(self):
         for record in self:
             record.to_be_approved = (

crm_lead_approval/views/crm_lead_views.xml

@@ -12,6 +12,7 @@
                     type="action"
                     class="btn-primary"
                     invisible="not to_be_approved or type == 'lead'"
+                    groups="sales_team.group_sale_salesman_all_leads"
                 />
             </xpath>
             <xpath expr="//sheet/field[@name='active']" position="after">
@@ -60,4 +61,32 @@
             </xpath>
         </field>
     </record>
+    <record id="view_crm_case_opportunity_approval_filter" model="ir.ui.view">
+        <field name="name">view.crm.case.opportunity.approval.filter</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.view_crm_case_opportunities_filter" />
+        <field name="priority" eval="100" />
+        <field name="arch" type="xml">
+            <filter name="unassigned" position="after">
+                <filter
+                    string="Unreviewed"
+                    name="unreviewed"
+                    domain="[('approval', '=', 'none'), ('to_be_approved', '=', True), ('type', '=', 'opportunity')]"
+                    help="Opportunities that are not yet reviewed"
+                />
+                <filter
+                    string="Approved"
+                    name="approved"
+                    domain="[('approval', '=', 'done'), ('to_be_approved', '=', True), ('type', '=', 'opportunity')]"
+                    help="Opportunities that are refused"
+                />
+                <filter
+                    string="Refused"
+                    name="refused"
+                    domain="[('approval', '=', 'blocked'), ('to_be_approved', '=', True), ('type', '=', 'opportunity')]"
+                    help="Opportunities that are refused"
+                />
+            </filter>
+        </field>
+    </record>
 </odoo>