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[MIG] crm_claim_type: Migration to 14.0
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================= | ||
Claims Management | ||
================= | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! 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/14.0/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/111/14.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This application allows you to track your customers/vendors claims and | ||
grievances. | ||
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It is fully integrated with the email gateway so that you can create | ||
automatically new claims based on incoming emails. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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* 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. | ||
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Usage | ||
===== | ||
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* Go to new menu **CRM > After Sale > Services > Claims** and create a new | ||
claim. | ||
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Changelog | ||
========= | ||
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**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.** | ||
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Bug Tracker | ||
=========== | ||
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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:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Odoo S.A. | ||
* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Odoo S.A. | ||
* Vicent Cubells <[email protected]> | ||
* Bhavesh Odedra <[email protected]> | ||
* Cristina Martin R. <[email protected]> | ||
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* `Guadaltech <https://www.guadaltech.es>`_: | ||
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* Fernando La Chica <[email protected]> | ||
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* Rida Yahla <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/14.0/crm_claim>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). | ||
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from . import models | ||
from . import report |
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# 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). | ||
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{ | ||
"name": "Claims Management", | ||
"version": "14.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"author": "Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/crm", | ||
"license": "AGPL-3", | ||
"summary": "Track your customers/vendors claims and grievances.", | ||
"depends": ["crm", "mail"], | ||
"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, | ||
} |
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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> |
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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=""1"" name="priority" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field eval=""Problem with the delivery of goods"" 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=""(769) 703-274"" 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=""0"" name="priority" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field eval=""Damaged Products"" 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=""(956) 293-2595"" 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=""2"" name="priority" /> | ||
<field name="user_id" ref="base.user_demo" /> | ||
<field eval=""Document related problems"" 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=""(079) 681-2139"" name="partner_phone" /> | ||
<field eval=""[email protected]"" 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=""1"" name="priority" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field eval=""Product quality not maintained"" 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=""(514) 698-4118"" 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=""1"" name="priority" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field eval=""Some products missing"" 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=""(855) 924-4364"" name="partner_phone" /> | ||
</record> | ||
<record id="crm_claim_6" model="crm.claim"> | ||
<field name="partner_id" ref="base.res_partner_12" /> | ||
<field eval=""1"" name="priority" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field | ||
eval=""Problem with the delivery of assignments"" | ||
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=""(373) 907-1009"" name="partner_phone" /> | ||
<field eval=""[email protected]"" name="email_from" /> | ||
</record> | ||
<record id="crm_claim_7" model="crm.claim"> | ||
<field name="partner_id" ref="base.res_partner_2" /> | ||
<field eval=""1"" name="priority" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field eval=""Documents unclear"" 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=""(282) 603-7489"" name="partner_phone" /> | ||
</record> | ||
</odoo> |
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