19.0 mig crm project task

README.md

@@ -21,6 +21,8 @@ Available addons
 ----------------
 addon | version | maintainers | summary
 --- | --- | --- | ---
+[crm_claim](crm_claim/) | 19.0.1.0.0 |  | Track your customers/vendors claims and grievances.
+[crm_claim_code](crm_claim_code/) | 19.0.1.0.0 |  | Sequential Code for Claims
 [crm_industry](crm_industry/) | 19.0.1.0.0 |  | Link leads/opportunities to industries
 [crm_lead_code](crm_lead_code/) | 19.0.1.0.0 |  | Sequential Code for Leads / Opportunities
 [crm_lead_to_task](crm_lead_to_task/) | 19.0.1.0.0 |  | Create Tasks from Leads/Opportunities

crm_claim/README.rst

@@ -0,0 +1,123 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=================
+Claims Management
+=================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f63608ed3885756c9caf527d7cd6df50bd3eab96ecb07662e567b6b6a19fdd45
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-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/19.0/crm_claim
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-crm_claim
+    :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=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This application allows you to track your customers/vendors claims and
+grievances.
+
+It is fully integrated with the email gateway so that you can create
+automatically new claims based on incoming emails.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+- Go to new menu **CRM > Configuration > Claim > Categories** and create
+  as many categories as you need.
+- Go to new menú **CRM > Configuration > Claim > Stages** and create
+  stages for claims.
+
+Usage
+=====
+
+- Go to new menu **CRM > After Sale > Services > Claims** and create a
+  new claim.
+
+Changelog
+=========
+
+**This module is a backport from Odoo SA and as such, it is not included
+in the OCA CLA. That means we do not have a copy of the copyright on it
+like all other OCA modules.**
+
+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_claim%0Aversion:%2019.0%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
+-------
+
+* Odoo S.A.
+* Tecnativa
+
+Contributors
+------------
+
+- Odoo S.A.
+- Vicent Cubells <vicent.cubells@tecnativa.com>
+- Bhavesh Odedra <bodedra@ursainfosystems.com>
+- Cristina Martin R. <cristina.martin@tecnativa.com>
+- Ruchir Shukla <ruchir@bizzappdev.com>
+- `Guadaltech <https://www.guadaltech.es>`__:
+
+  - Fernando La Chica <fernando.lachica@guadaltech.es>
+
+- `APSL-Nagarro <https://apsl.tech>`__:
+
+  - Bernat Obrador <bobrador@apsl.net>
+
+- `Studio73 <https://www.studio73.es/>`__:
+
+  - Vicent Castells <vicent@studio73.es>
+
+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/19.0/crm_claim>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_claim/__init__.py

@@ -0,0 +1,4 @@
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models
+from . import report

crm_claim/__manifest__.py

@@ -0,0 +1,28 @@
+# Copyright 2015-2017 Odoo S.A.
+# Copyright 2017 Tecnativa - Vicent Cubells
+# Copyright 2018 Tecnativa - Cristina Martin R.
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Claims Management",
+    "version": "19.0.1.0.0",
+    "category": "Customer Relationship Management",
+    "author": "Odoo S.A., Tecnativa, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/crm",
+    "license": "AGPL-3",
+    "summary": "Track your customers/vendors claims and grievances.",
+    "depends": ["crm"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/crm_claim_security.xml",
+        "data/crm_claim_data.xml",
+        "views/crm_claim_views.xml",
+        "views/crm_claim_category_views.xml",
+        "views/crm_claim_stage_views.xml",
+        "views/res_partner_views.xml",
+        "views/crm_claim_menu.xml",
+        "report/crm_claim_report_view.xml",
+    ],
+    "demo": ["demo/crm_claim_demo.xml"],
+    "installable": True,
+}

crm_claim/data/crm_claim_data.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record model="crm.claim.category" id="categ_claim1">
+        <field name="name">Factual Claims</field>
+        <field name="team_id" ref="sales_team.team_sales_department" />
+    </record>
+    <record model="crm.claim.category" id="categ_claim2">
+        <field name="name">Value Claims</field>
+        <field name="team_id" ref="sales_team.team_sales_department" />
+    </record>
+    <record model="crm.claim.category" id="categ_claim3">
+        <field name="name">Policy Claims</field>
+        <field name="team_id" ref="sales_team.team_sales_department" />
+    </record>
+    <record model="utm.campaign" id="claim_source1">
+        <field name="name">Corrective</field>
+    </record>
+    <record model="utm.campaign" id="claim_source2">
+        <field name="name">Preventive</field>
+    </record>
+    <record model="crm.claim.stage" id="stage_claim1">
+        <field name="name">New</field>
+        <field name="sequence">1</field>
+        <field name="case_default" eval="True" />
+    </record>
+    <record model="crm.claim.stage" id="stage_claim5">
+        <field name="name">In Progress</field>
+        <field name="sequence">27</field>
+        <field name="case_default" eval="True" />
+    </record>
+    <record model="crm.claim.stage" id="stage_claim2">
+        <field name="name">Settled</field>
+        <field name="sequence">28</field>
+        <field name="case_default" eval="True" />
+    </record>
+    <record model="crm.claim.stage" id="stage_claim3">
+        <field name="name">Rejected</field>
+        <field name="sequence">29</field>
+        <field name="case_default" eval="True" />
+    </record>
+</odoo>

crm_claim/demo/crm_claim_demo.xml

@@ -0,0 +1,85 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="crm_claim_1" model="crm.claim">
+        <field eval="time.strftime('%Y-%m-04 10:45:36')" name="date" />
+        <field name="partner_id" ref="base.res_partner_3" />
+        <field eval="&quot;1&quot;" name="priority" />
+        <field name="user_id" ref="base.user_root" />
+        <field eval="&quot;Problem with the delivery of goods&quot;" name="name" />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field name="categ_id" ref="crm_claim.categ_claim1" />
+        <field name="stage_id" ref="crm_claim.stage_claim1" />
+        <field eval="&quot;(769) 703-274&quot;" name="partner_phone" />
+    </record>
+    <record id="crm_claim_2" model="crm.claim">
+        <field eval="time.strftime('%Y-%m-11 11:19:25')" name="date" />
+        <field name="partner_id" ref="base.res_partner_1" />
+        <field eval="&quot;0&quot;" name="priority" />
+        <field name="user_id" ref="base.user_root" />
+        <field eval="&quot;Damaged Products&quot;" name="name" />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field name="categ_id" ref="crm_claim.categ_claim2" />
+        <field name="stage_id" ref="crm_claim.stage_claim5" />
+        <field eval="&quot;(956) 293-2595&quot;" name="partner_phone" />
+    </record>
+    <record id="crm_claim_3" model="crm.claim">
+        <field eval="time.strftime('%Y-%m-15 17:44:12')" name="date" />
+        <field name="partner_id" ref="base.res_partner_10" />
+        <field eval="&quot;2&quot;" name="priority" />
+        <field name="user_id" ref="base.user_demo" />
+        <field eval="&quot;Document related problems&quot;" name="name" />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field name="categ_id" ref="crm_claim.categ_claim3" />
+        <field name="stage_id" ref="crm_claim.stage_claim2" />
+        <field eval="&quot;(079) 681-2139&quot;" name="partner_phone" />
+        <field eval="&quot;contact@tecsas.fr&quot;" name="email_from" />
+    </record>
+    <record id="crm_claim_4" model="crm.claim">
+        <field eval="time.strftime('%Y-%m-21 14:10:23')" name="date" />
+        <field name="partner_id" ref="base.res_partner_18" />
+        <field eval="&quot;1&quot;" name="priority" />
+        <field name="user_id" ref="base.user_root" />
+        <field eval="&quot;Product quality not maintained&quot;" name="name" />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field name="categ_id" ref="crm_claim.categ_claim1" />
+        <field name="stage_id" ref="crm_claim.stage_claim5" />
+        <field eval="&quot;(514) 698-4118&quot;" name="partner_phone" />
+    </record>
+    <record id="crm_claim_5" model="crm.claim">
+        <field eval="time.strftime('%Y-%m-28 16:20:43')" name="date" />
+        <field name="partner_id" ref="base.res_partner_3" />
+        <field eval="&quot;1&quot;" name="priority" />
+        <field name="user_id" ref="base.user_root" />
+        <field eval="&quot;Some products missing&quot;" name="name" />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field name="categ_id" ref="crm_claim.categ_claim3" />
+        <field name="stage_id" ref="crm_claim.stage_claim3" />
+        <field eval="&quot;(855) 924-4364&quot;" name="partner_phone" />
+    </record>
+    <record id="crm_claim_6" model="crm.claim">
+        <field name="partner_id" ref="base.res_partner_12" />
+        <field eval="&quot;1&quot;" name="priority" />
+        <field name="user_id" ref="base.user_root" />
+        <field
+            eval="&quot;Problem with the delivery of assignments&quot;"
+            name="name"
+        />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field eval="time.strftime('%Y-%m-28 14:15:30')" name="date" />
+        <field name="categ_id" ref="crm_claim.categ_claim1" />
+        <field name="stage_id" ref="crm_claim.stage_claim5" />
+        <field eval="&quot;(373) 907-1009&quot;" name="partner_phone" />
+        <field eval="&quot;info@opensides.be&quot;" name="email_from" />
+    </record>
+    <record id="crm_claim_7" model="crm.claim">
+        <field name="partner_id" ref="base.res_partner_2" />
+        <field eval="&quot;1&quot;" name="priority" />
+        <field name="user_id" ref="base.user_root" />
+        <field eval="&quot;Documents unclear&quot;" name="name" />
+        <field name="team_id" ref="sales_team.team_sales_department" />
+        <field eval="time.strftime('%Y-%m-19 13:01:05')" name="date" />
+        <field name="categ_id" ref="crm_claim.categ_claim3" />
+        <field name="stage_id" ref="crm_claim.stage_claim2" />
+        <field eval="&quot;(282) 603-7489&quot;" name="partner_phone" />
+    </record>
+</odoo>