[18.0] [ADD] crm_sign_oca: add module

crm_sign_oca/README.rst

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+============
+Crm Sign Oca
+============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:bb1c4c6fbebab88e825902a837740a7f427e1a789d7ab4bb41530fd27f6f35ed
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fsign-lightgray.png?logo=github
+    :target: https://github.com/OCA/sign/tree/18.0/crm_sign_oca
+    :alt: OCA/sign
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sign-18-0/sign-18-0-crm_sign_oca
+    :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/sign&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module links the Sign app with the CRM. In this way, a document can
+be sent for signature to the related partners in the CRM model, and the
+signed documents will be linked to the corresponding CRM record.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+- Go to Sign and create a sign template
+- Go to Sign > Settings > Roles, create a role, set the "Partner
+  Selection Policy" to "Expression" and define an expression
+
+Usage
+=====
+
+- Once you have configured the sign template for the CRM model as
+  explained in CONFIGURE.md, you can go to a CRM record, open it, and
+  click the gear button.
+
+- Select the option "Sign from template", choose the configured
+  template, and write a message for the signer.
+
+- The signer must log into the system and sign the request.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/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/sign/issues/new?body=module:%20crm_sign_oca%0Aversion:%2018.0%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
+-------
+
+* Dixmit
+
+Contributors
+------------
+
+- `Dixmit <https://dixmit.com>`__:
+
+  - Luis David Rodríguez <luis.rodriguez@dixmit.com>
+
+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/sign <https://github.com/OCA/sign/tree/18.0/crm_sign_oca>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_sign_oca/__init__.py

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+from . import models

crm_sign_oca/__manifest__.py

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+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Crm Sign Oca",
+    "summary": """CRM Sign OCA""",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Dixmit,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/sign",
+    "depends": [
+        "sign_oca",
+        "crm",
+    ],
+    "data": [
+        "views/crm_lead_views.xml",
+        "views/res_config_settings_view.xml",
+        "views/sign_oca_request.xml",
+    ],
+    "demo": ["demo/sign_oca_role.xml", "demo/sign_oca_template.xml"],
+}

crm_sign_oca/demo/sign_oca_role.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="role_crm_signer" model="sign.oca.role">
+        <field name="name">CRM Signatory Person</field>
+        <field name="partner_selection_policy">expression</field>
+        <field name="expression_partner">{{object.user_id.partner_id.id}}</field>
+    </record>
+</odoo>

crm_sign_oca/demo/sign_oca_template.xml

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+<odoo>
+    <record id="sign_oca_template_crm_lead_demo" model="sign.oca.template">
+        <field name="name">Crm</field>
+        <field name="model_id" ref="crm.model_crm_lead" />
+        <field name="data" type="base64" file="sign_oca/tests/empty.pdf" />
+    </record>
+    <record id="sign_oca_template_crm_lead_demo_item_0" model="sign.oca.template.item">
+        <field name="template_id" ref="crm_sign_oca.sign_oca_template_crm_lead_demo" />
+        <field name="field_id" ref="sign_oca.sign_field_name" />
+        <field name="role_id" ref="crm_sign_oca.role_crm_signer" />
+        <field name="page">1</field>
+        <field name="position_x">10</field>
+        <field name="position_y">10</field>
+        <field name="width">10</field>
+        <field name="height">10</field>
+        <field name="required" eval="True" />
+    </record>
+</odoo>

crm_sign_oca/models/__init__.py

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

crm_sign_oca/models/crm_lead.py

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+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    sign_request_ids = fields.One2many(
+        comodel_name="sign.oca.request",
+        inverse_name="crm_lead_id",
+        string="Sign Requests",
+    )
+    sign_request_count = fields.Integer(
+        string="Sign request count",
+        compute="_compute_sign_request_count",
+        compute_sudo=True,
+        store=True,
+    )
+
+    @api.depends("sign_request_ids")
+    def _compute_sign_request_count(self):
+        request_data = self.env["sign.oca.request"].read_group(
+            [("crm_lead_id", "in", self.ids)],
+            ["crm_lead_id"],
+            ["crm_lead_id"],
+        )
+        mapped_data = {
+            x["crm_lead_id"][0]: x["crm_lead_id_count"] for x in request_data
+        }
+        for item in self:
+            item.sign_request_count = mapped_data.get(item.id, 0)
+
+    def action_view_sign_requests(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "sign_oca.sign_oca_request_act_window"
+        )
+        result["domain"] = [("id", "in", self.sign_request_ids.ids)]
+        ctx = dict(self.env.context)
+        ctx.update(
+            {
+                "default_crm_lead_id": self.id,
+                "search_default_crm_lead_id": self.id,
+            }
+        )
+        result["context"] = ctx
+        return result

crm_sign_oca/models/res_company.py

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+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    crm_lead_sign_oca_template_id = fields.Many2one(
+        comodel_name="sign.oca.template",
+        domain="[('model_id.model', '=', 'crm.lead')]",
+        string="Sign Oca Template",
+    )

crm_sign_oca/models/res_config_settings.py

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+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    crm_lead_sign_oca_template_id = fields.Many2one(
+        comodel_name="sign.oca.template",
+        related="company_id.crm_lead_sign_oca_template_id",
+        string="Sign Oca Template",
+        readonly=False,
+    )

crm_sign_oca/models/sign_oca_request.py

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+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class SignOcaRequest(models.Model):
+    _inherit = "sign.oca.request"
+
+    # This field is required for the inverse of crm.lead.
+    crm_lead_id = fields.Many2one(
+        comodel_name="crm.lead",
+        compute="_compute_crm_lead_id",
+        string="CRM Lead",
+        readonly=True,
+        store=True,
+    )
+
+    @api.depends("record_ref")
+    def _compute_crm_lead_id(self):
+        for item in self.filtered(
+            lambda x: x.record_ref and x.record_ref._name == "crm.lead"
+        ):
+            item.crm_lead_id = item.record_ref.id

crm_sign_oca/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_sign_oca/readme/CONFIGURE.md

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+To configure this module, you need to:
+
+- Go to Sign and create a sign template
+- Go to Sign > Settings > Roles, create a role, set the "Partner Selection Policy" to "Expression" and define an expression

crm_sign_oca/readme/CONTRIBUTORS.md

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+- [Dixmit](https://dixmit.com):
+  - Luis David Rodríguez \<<luis.rodriguez@dixmit.com>\>

crm_sign_oca/readme/DESCRIPTION.md

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+This module links the Sign app with the CRM. In this way, a document can be sent for signature to the related partners in the CRM model, and the signed documents will be linked to the corresponding CRM record.

crm_sign_oca/readme/USAGE.md

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+- Once you have configured the sign template for the CRM model as explained in CONFIGURE.md, you can go to a CRM record, open it, and click the gear button.
+
+- Select the option "Sign from template", choose the configured template, and write a message for the signer.
+
+- The signer must log into the system and sign the request.