TIP: You can type at any time to perform a new search.
Claims Management
crm_claim · OCA/crm
- Repository
- OCA/crm · module folder · Try on Runboat
- Module version
- 1.0.0
- Category
- Customer Relationship Management
- Folder size
- 0.41 MB
- License
- AGPL-3
- Application
- No
- Auto-installable
- No
- Website
- https://github.com/OCA/crm
- Last tracking update
- 2026-08-07 09:06:23
- Authors
- Odoo Community Association (OCA), Odoo S.A., Tecnativa
- Maintainers
- Odoo Community Association (OCA), Odoo S.A., Tecnativa
- Committers
- Weblate, OCA-git-bot, oca-ci, arantxa-s73, Vicent-S73, eugenio
- Odoo dependencies
- Python dependencies
- None
- System dependencies
- None
- Required by
- crm_claim_code
- Description
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.
Code Analysis ⓘ
Views touched (13)
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_claims_calendar_view |
Claims Actions | crm.claim | calendar | New |
crm_case_claims_form_view |
CRM - Claims Form | crm.claim | form | New |
crm_case_claims_tree_view |
CRM - Claims Tree | crm.claim | list | New |
crm_claim_category_form |
crm.claim.category.form | crm.claim.category | form | New |
crm_claim_category_tree |
crm.claim.category.tree | crm.claim.category | list | New |
crm_claim_stage_form |
crm.claim.stage.form | crm.claim.stage | form | New |
crm_claim_stage_tree |
crm.claim.stage.tree | crm.claim.stage | list | New |
view_claim_res_partner_info_form |
res.partner.claim.info.form | res.partner | form | Inherits base.view_partner_form |
view_crm_case_claims_filter |
CRM - Claims Search | crm.claim | search | New |
view_report_crm_claim_filter |
crm.claim.report.select | crm.claim.report | search | New |
view_report_crm_claim_form |
view_report_crm_claim.form | crm.claim.report | form | New |
view_report_crm_claim_graph |
crm.claim.report.graph | crm.claim.report | graph | New |
view_report_crm_claim_pivot |
crm.claim.report.pivot | crm.claim.report | pivot | New |
HTTP endpoints (0)
No HTTP endpoints found for this module.
Models touched (5)
New fields (23)
-
activeBooleandefault=True -
categ_idMany2one → crm.claim.categorycomodel_name='crm.claim.category'string='Category' -
causeTextstring='Root Cause' -
company_idMany2one → res.companycomodel_name='res.company'default=<expr> -
create_dateDatetimestring='Creation Date' -
dateDatetimedefault=fields.Datetime.nowindex=Truestring='Claim Date' -
date_closedDatetimestring='Closed' -
date_deadlineDatestring='Deadline' -
descriptionText -
email_ccTexthelp='These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma'string='Watchers Emails' -
email_fromCharhelp='Destination email for email gateway.'string='Email' -
model_ref_idReferenceselection='_selection_model'string='Model Reference' -
nameCharrequired=Truestring='Claim Subject' -
partner_idMany2one → res.partnercomodel_name='res.partner' -
partner_phoneCharstring='Phone' -
prioritySelectiondefault='1'selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')] -
resolutionText -
stage_idMany2one → crm.claim.stagecomodel_name='crm.claim.stage'default=<expr>domain="['|', ('team_ids', '=', team_id), ('case_default', '=', True)]"tracking=3 -
team_idMany2one → crm.teamcomodel_name='crm.team'default=<expr>help='Responsible sales team. Define Responsible user and Email account for mail gateway.'index=Truestring='Sales Team' -
type_actionSelectionselection=[('correction', 'Corrective Action'), ('prevention', 'Preventive Action')]string='Action Type' -
user_faultCharstring='Trouble Responsible' -
user_idMany2one → res.userscomodel_name='res.users'default=<expr>string='Responsible'tracking=True -
write_dateDatetimestring='Update Date'
-
copy(self, default=None) -
message_new(self, msg, custom_values=None)@api.modelOverrides mail_thread message_new that is called by the mailgateway through message_process. This override updates the document according to the email. -
onchange_categ_id(self)@api.onchange('categ_id') -
onchange_partner_id(self)@api.onchange('partner_id')This function returns value of partner address based on partner :param email: ignored -
stage_find(self, team_id, domain=None, order='sequence')Override of the base.stage method Parameter of the stage search taken from the lead: - team_id: if set, stages must belong to this team or be a default case
New fields (2)
-
nameCharrequired=Truetranslate=True -
team_idMany2one → crm.teamcomodel_name='crm.team'string='Sales Team'
No public methods.
New fields (17)
-
categ_idMany2one → crm.claim.categorycomodel_name='crm.claim.category'string='Category' -
claim_dateDatetime -
company_idMany2one → res.companycomodel_name='res.company' -
create_dateDatetimeindex=True -
date_closedDatetimeindex=Truestring='Close Date' -
date_deadlineDateindex=Truestring='Deadline' -
delay_closeFloataggregator='avg'digits=(16, 2)help='Number of Days to close the case'string='Delay to close' -
delay_expectedFloataggregator='avg'digits=(16, 2)string='Overpassed Deadline' -
emailIntegerstring='# Emails' -
nbr_claimsIntegerstring='# of Claims' -
partner_idMany2one → res.partnercomodel_name='res.partner' -
prioritySelectionselection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')] -
stage_idMany2one → crm.claim.stagecomodel_name='crm.claim.stage'domain="[('team_ids','=',team_id)]" -
subjectCharstring='Claim Subject' -
team_idMany2one → crm.teamcomodel_name='crm.team' -
type_actionSelectionselection=[('correction', 'Corrective Action'), ('prevention', 'Preventive Action')]string='Action Type' -
user_idMany2one → res.userscomodel_name='res.users'
-
init(self)Display Number of cases And Team Name @param cr: the current row, from the database cursor,
New fields (4)
-
case_defaultBooleanhelp='If you check this field, this stage will be proposed by default on each sales team. It will not assign this stage to existing teams.'string='Common to All Teams' -
nameCharrequired=Truestring='Stage Name'translate=True -
sequenceIntegerdefault=1help='Used to order stages. Lower is better.' -
team_idsMany2many → crm.teamcolumn1='stage_id'column2='team_id'comodel_name='crm.team'help='Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams.'relation='crm_team_claim_stage_rel'string='Teams'
No public methods.
New fields (2)
-
claim_countIntegercompute='_compute_claim_count'string='# Claims' -
claim_idsOne2many → crm.claimcomodel_name='crm.claim'inverse_name='partner_id'
No public methods.
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…