[ADD] Add crm_lead_approval module

crm_lead_approval/__init__.py

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+from . import models
+from . import wizard

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",
+    "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",
+        "views/crm_lead_views.xml",
+        "wizard/approval_wizard_views.xml",
+    ],
+}

crm_lead_approval/models/__init__.py

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+from . import crm_lead
+from . import res_config_settings
+from . import res_company

crm_lead_approval/models/crm_lead.py

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+from odoo import fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+    _description = "Crm leads approval"
+
+    approval = fields.Selection(
+        [
+            ("none", "None"),
+            ("done", "Approve"),
+            ("normal", "Reserved"),
+            ("blocked", "Disapprove"),
+        ],
+        default="none",
+        tracking=True,
+    )
+    approval_comment = fields.Text(string="Observation", tracking=True)
+    to_be_approved = fields.Boolean(
+        string="To be approved", compute="_compute_approve", help="Help note"
+    )
+
+    def _compute_approve(self):
+        for record in self:
+            record.to_be_approved = (
+                record.team_id in self.env.company.approval_team_ids
+                or record.tag_ids in self.env.company.approval_tag_ids
+            )

crm_lead_approval/models/res_company.py

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+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    approval_team_ids = fields.Many2many("crm.team", string="Authorized Sales Teams")
+    approval_tag_ids = fields.Many2many("crm.tag", string="Authorized Tags")

crm_lead_approval/models/res_config_settings.py

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+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    approval_team_ids = fields.Many2many(
+        "crm.team",
+        string="Authorized Sales Teams",
+        readonly=False,
+        related="company_id.approval_team_ids",
+    )
+    approval_tag_ids = fields.Many2many(
+        "crm.tag",
+        string="Authorized CRM Tags",
+        readonly=False,
+        related="company_id.approval_tag_ids",
+    )

crm_lead_approval/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_approval_wizard,access_crm_approval_wizard,model_crm_approval_wizard,base.group_user,1,1,1,1

crm_lead_approval/views/crm_lead_views.xml

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+<odoo>
+    <record id="view_crm_lead_form_approval" model="ir.ui.view">
+        <field name="name">view.crm.lead.form.approval</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_lead_view_form" />
+        <field name="arch" type="xml">
+            <xpath expr="//header" position="inside">
+                <field name="to_be_approved" invisible="1" />
+                <button
+                    name="%(action_crm_approval_wizard)d"
+                    string="Approve/Refuse"
+                    type="action"
+                    class="btn-primary"
+                    readonly="1"
+                    invisible="not to_be_approved or type == 'lead'"
+                />
+            </xpath>
+            <xpath expr="//sheet/field[@name='active']" position="after">
+                <field
+                    name="approval"
+                    widget="state_selection"
+                    readonly="1"
+                    invisible="not to_be_approved or type == 'lead'"
+                />
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_crm_lead_approval_kanban" model="ir.ui.view">
+        <field name="name">view.crm.lead.approval.kanban</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_kanban_view_leads" />
+        <field name="priority" eval="100" />
+        <field name="arch" type="xml">
+            <xpath expr="//div/field[@name='user_id']" position="after">
+                <field name="to_be_approved" invisible="1" />
+                <field
+                    name="approval"
+                    widget="state_selection"
+                    readonly="1"
+                    invisible="not to_be_approved"
+                />
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_crm_lead_tree_approval" model="ir.ui.view">
+        <field name="name">view.crm.lead.tree.approval</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_tree_view_oppor" />
+        <field name="priority" eval="100" />
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='name']" position="after">
+                <field name="to_be_approved" invisible="1" />
+                <field
+                    name="approval"
+                    optional="show"
+                    widget="state_selection"
+                    nolabel="1"
+                    readonly="1"
+                    width="40px"
+                    invisible="not to_be_approved"
+                />
+            </xpath>
+        </field>
+    </record>
+</odoo>

crm_lead_approval/views/res_config_settings.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="res_config_settings_approved_teams" model="ir.ui.view">
+        <field name="name">res.config.settings.view.approved.teams</field>
+        <field name="model">res.config.settings</field>
+        <field name="priority" eval="100" />
+        <field name="inherit_id" ref="base.res_config_settings_view_form" />
+        <field name="arch" type="xml">
+            <xpath
+                expr="//block[@name='convert_visitor_setting_container']"
+                position="before"
+            >
+                <block>
+                    <setting
+                        help="Approve Sales Teams to see the approval button in the lead."
+                    >
+                            <field name="approval_team_ids" widget="many2many_tags" />
+                        </setting>
+                        <setting help="Approve CRM Tags">
+                            <field name="approval_tag_ids" widget="many2many_tags" />
+                        </setting>
+                    </block>
+            </xpath>
+        </field>
+    </record>
+</odoo>

crm_lead_approval/wizard/__init__.py

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+from . import approval_wizard

crm_lead_approval/wizard/approval_wizard.py

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+from markupsafe import Markup
+
+from odoo import fields, models
+from odoo.tools.mail import is_html_empty
+
+
+class CrmApprovalWizard(models.TransientModel):
+    _name = "crm.approval.wizard"
+    _description = "CRM Approval Wizard"
+
+    lead_id = fields.Many2one("crm.lead", string="Lead", required=True)
+    approval_comment = fields.Html(string="Observation", sanitize=True)
+
+    def action_set_favorable(self):
+        self._update_lead_approval("done")
+
+    def action_set_reserve(self):
+        self._update_lead_approval("normal")
+
+    def action_set_defavorable(self):
+        self._update_lead_approval("blocked")
+
+    def _update_lead_approval(self, status):
+        self.ensure_one()
+        self.lead_id.approval = status
+        if not is_html_empty(self.approval_comment):
+            self.lead_id._track_set_log_message(
+                Markup('<div style="margin-bottom: 4px;"><p>%s:</p>%s<br /></div>')
+                % ("Observation", self.approval_comment)
+            )
+        return {"type": "ir.actions.act_window_close"}

crm_lead_approval/wizard/approval_wizard_views.xml

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+<odoo>
+    <record id="view_crm_approval_wizard_form" model="ir.ui.view">
+        <field name="name">view.crm.approval.wizard.form</field>
+        <field name="model">crm.approval.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Approval wizard">
+                <sheet>
+                    <group>
+                        <field name="lead_id" readonly="1" />
+                        <field
+                            name="approval_comment"
+                            options="{'collaborative': true}"
+                        />
+                    </group>
+                </sheet>
+                <footer>
+                    <button
+                        name="action_set_favorable"
+                        string="Approve"
+                        type="object"
+                        class="btn-success"
+                    />
+                    <button
+                        name="action_set_reserve"
+                        string="Reserved"
+                        type="object"
+                        class="btn-primary"
+                    />
+                    <button
+                        name="action_set_defavorable"
+                        string="Disapprove"
+                        type="object"
+                        class="btn-danger"
+                    />
+                    <button string="Cancel" class="btn-secondary" special="cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_crm_approval_wizard" model="ir.actions.act_window">
+        <field name="name">Approval</field>
+        <field name="res_model">crm.approval.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_lead_id': active_id}</field>
+    </record>
+</odoo>