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[13.0][MIG] mig_crm_claim: Migration to 13.0 #307

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108 changes: 108 additions & 0 deletions crm_claim/README.rst
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=================
Claims Management
=================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/13.0/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-13-0/crm-13-0-crm_claim
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/111/13.0
:alt: Try me on Runbot

|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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_claim%0Aversion:%2013.0%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.
* Bhavesh Odedra <bodedra@ursainfosystems.com>
* `Tecnativa <https://www.tecnativa.com>` _:

* Manuel Calero
* Cristina Martin R.
* Vicent Cubells


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/13.0/crm_claim>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions crm_claim/__init__.py
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# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).

from . import models
from . import report
29 changes: 29 additions & 0 deletions crm_claim/__manifest__.py
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# Copyright 2015-2017 Odoo S.A.
# Copyright 2017 Tecnativa - Vicent Cubells
# Copyright 2018 Tecnativa - Cristina Martin R.
# Copyright 2020 Tecnativa - Manuel Calero
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).

{
"name": "Claims Management",
"version": "13.0.1.1.0",
"category": "Customer Relationship Management",
"author": "Odoo S.A., " "Tecnativa, " "Odoo Community Association (OCA)",
"license": "AGPL-3",
"summary": "Track your customers/vendors claims and grievances.",
"depends": ["crm", "mail"],
"external_dependencies": {"python": ["psycopg2"]},
"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,
}
41 changes: 41 additions & 0 deletions crm_claim/data/crm_claim_data.xml
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<?xml version="1.0" ?>
<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>
85 changes: 85 additions & 0 deletions crm_claim/demo/crm_claim_demo.xml
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<?xml version="1.0" ?>
<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>
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