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 IDNameModelTypeStatus
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)
  • active Boolean
    default=True
  • categ_id Many2one → crm.claim.category
    comodel_name='crm.claim.category' string='Category'
  • cause Text
    string='Root Cause'
  • company_id Many2one → res.company
    comodel_name='res.company' default=<expr>
  • create_date Datetime
    string='Creation Date'
  • date Datetime
    default=fields.Datetime.now index=True string='Claim Date'
  • date_closed Datetime
    string='Closed'
  • date_deadline Date
    string='Deadline'
  • description Text
  • email_cc Text
    help='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_from Char
    help='Destination email for email gateway.' string='Email'
  • model_ref_id Reference
    selection='_selection_model' string='Model Reference'
  • name Char
    required=True string='Claim Subject'
  • partner_id Many2one → res.partner
    comodel_name='res.partner'
  • partner_phone Char
    string='Phone'
  • priority Selection
    default='1' selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
  • resolution Text
  • stage_id Many2one → crm.claim.stage
    comodel_name='crm.claim.stage' default=<expr> domain="['|', ('team_ids', '=', team_id), ('case_default', '=', True)]" tracking=3
  • team_id Many2one → crm.team
    comodel_name='crm.team' default=<expr> help='Responsible sales team. Define Responsible user and Email account for mail gateway.' index=True string='Sales Team'
  • type_action Selection
    selection=[('correction', 'Corrective Action'), ('prevention', 'Preventive Action')] string='Action Type'
  • user_fault Char
    string='Trouble Responsible'
  • user_id Many2one → res.users
    comodel_name='res.users' default=<expr> string='Responsible' tracking=True
  • write_date Datetime
    string='Update Date'
Public methods (5)
  • copy(self, default=None)
  • message_new(self, msg, custom_values=None)
    @api.model
    Overrides 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)
  • name Char
    required=True translate=True
  • team_id Many2one → crm.team
    comodel_name='crm.team' string='Sales Team'
Public methods (0)

No public methods.

New fields (17)
  • categ_id Many2one → crm.claim.category
    comodel_name='crm.claim.category' string='Category'
  • claim_date Datetime
  • company_id Many2one → res.company
    comodel_name='res.company'
  • create_date Datetime
    index=True
  • date_closed Datetime
    index=True string='Close Date'
  • date_deadline Date
    index=True string='Deadline'
  • delay_close Float
    aggregator='avg' digits=(16, 2) help='Number of Days to close the case' string='Delay to close'
  • delay_expected Float
    aggregator='avg' digits=(16, 2) string='Overpassed Deadline'
  • email Integer
    string='# Emails'
  • nbr_claims Integer
    string='# of Claims'
  • partner_id Many2one → res.partner
    comodel_name='res.partner'
  • priority Selection
    selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
  • stage_id Many2one → crm.claim.stage
    comodel_name='crm.claim.stage' domain="[('team_ids','=',team_id)]"
  • subject Char
    string='Claim Subject'
  • team_id Many2one → crm.team
    comodel_name='crm.team'
  • type_action Selection
    selection=[('correction', 'Corrective Action'), ('prevention', 'Preventive Action')] string='Action Type'
  • user_id Many2one → res.users
    comodel_name='res.users'
Public methods (1)
  • init(self)
    Display Number of cases And Team Name @param cr: the current row, from the database cursor,

New fields (4)
  • case_default Boolean
    help='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'
  • name Char
    required=True string='Stage Name' translate=True
  • sequence Integer
    default=1 help='Used to order stages. Lower is better.'
  • team_ids Many2many → crm.team
    column1='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'
Public methods (0)

No public methods.

New fields (2)
  • claim_count Integer
    compute='_compute_claim_count' string='# Claims'
  • claim_ids One2many → crm.claim
    comodel_name='crm.claim' inverse_name='partner_id'
Public methods (0)

No public methods.

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