Initial commit: OCA Financial packages (186 packages)

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# CRM Claim Analytic
Odoo addon: crm_claim_analytic
## Installation
```bash
pip install odoo-bringout-oca-account-analytic-crm_claim_analytic
```
## Dependencies
This addon depends on:
- analytic
- crm_claim
## Manifest Information
- **Name**: CRM Claim Analytic
- **Version**: 16.0.1.0.0
- **Category**: Customer Relationship Management
- **License**: AGPL-3
- **Installable**: False
## Source
Based on [OCA/account-analytic](https://github.com/OCA/account-analytic) branch 16.0, addon `crm_claim_analytic`.
## License
This package maintains the original AGPL-3 license from the upstream Odoo project.
## Documentation
- Overview: doc/OVERVIEW.md
- Architecture: doc/ARCHITECTURE.md
- Models: doc/MODELS.md
- Controllers: doc/CONTROLLERS.md
- Wizards: doc/WIZARDS.md
- Install: doc/INSTALL.md
- Usage: doc/USAGE.md
- Configuration: doc/CONFIGURATION.md
- Dependencies: doc/DEPENDENCIES.md
- Troubleshooting: doc/TROUBLESHOOTING.md
- FAQ: doc/FAQ.md

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==================
CRM Claim Analytic
==================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:260e2fb0f020e5ddd6be011280c288af8b90c1db5ddbb5d06eb4a926ee352ec3
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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%2Faccount--analytic-lightgray.png?logo=github
:target: https://github.com/OCA/account-analytic/tree/16.0/crm_claim_analytic
:alt: OCA/account-analytic
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-analytic-16-0/account-analytic-16-0-crm_claim_analytic
: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/account-analytic&target_branch=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the Odoo Claims functionality by integrating analytic accounts and analytic lines with claims.
It adds an analytic account field to claims and allows linking analytic lines to specific claims, enabling detailed cost and revenue tracking for each claim. This improves financial analysis and control over the claims managed in the system.
**Table of contents**
.. contents::
:local:
Usage
=====
To use this module you need to:
#. Make sure your user belongs to the "Analytic Accounting" security group.
#. In claims, the Analytic Account field will be available to allow linking each claim to its corresponding analytic account.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/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/account-analytic/issues/new?body=module:%20crm_claim_analytic%0Aversion:%2016.0%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
~~~~~~~
* AvanzOSC
Contributors
~~~~~~~~~~~~
* `Avanzosc <http://www.avanzosc.com>`__:
* Oihane Crucelaegui <oihanecrucelaegi@avanzosc.es>
* `Trey <https://www.trey.es>`__:
* Miguel Poyatos <miguel@trey.es>
* Vicent Cubells <vicent@trey.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.
.. |maintainer-MiguelPoyatos| image:: https://github.com/MiguelPoyatos.png?size=40px
:target: https://github.com/MiguelPoyatos
:alt: MiguelPoyatos
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-MiguelPoyatos|
This module is part of the `OCA/account-analytic <https://github.com/OCA/account-analytic/tree/16.0/crm_claim_analytic>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models

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# Copyright 2019 Oihane Crucelaegui - AvanzOSC
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "CRM Claim Analytic",
"version": "16.0.1.0.0",
"category": "Customer Relationship Management",
"license": "AGPL-3",
"author": "AvanzOSC, Odoo Community Association (OCA)",
"maintainers": ["MiguelPoyatos"],
"website": "https://github.com/OCA/account-analytic",
"depends": [
"analytic",
"crm_claim",
],
"data": [
"views/account_analytic_account_views.xml",
"views/account_analytic_line_views.xml",
"views/crm_claim_views.xml",
],
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_claim_analytic
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_account__claim_count
msgid "# Claims"
msgstr "# Zahtjeva"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_amount
msgid "Amount"
msgstr "Iznos"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_account
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_account_id
msgid "Analytic Account"
msgstr "Analitički konto"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_line
msgid "Analytic Line"
msgstr "Analitička stavka"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_crm_claim
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_line__claim_id
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_form
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Claim"
msgstr "Potraživanje"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_account_view_form
msgid "Claims"
msgstr "Žalbe"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.crm_case_claims_form_view
msgid "Cost/Revenue"
msgstr "Trošak / Prihod"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__currency_id
msgid "Currency"
msgstr "Valuta"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "With Claim"
msgstr "Sa žalbom"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Without Claim"
msgstr "Bez žalbe"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_claim_analytic
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_account__claim_count
msgid "# Claims"
msgstr ""
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_amount
msgid "Amount"
msgstr ""
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_account
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_account_id
msgid "Analytic Account"
msgstr ""
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_line
msgid "Analytic Line"
msgstr ""
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_crm_claim
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_line__claim_id
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_form
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Claim"
msgstr ""
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_account_view_form
msgid "Claims"
msgstr ""
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.crm_case_claims_form_view
msgid "Cost/Revenue"
msgstr ""
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__currency_id
msgid "Currency"
msgstr ""
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "With Claim"
msgstr ""
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Without Claim"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_claim_analytic
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-05-13 12:16+0000\n"
"PO-Revision-Date: 2025-05-13 14:19+0200\n"
"Last-Translator: \n"
"Language-Team: Trey\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"X-Generator: Poedit 3.0.1\n"
"X-Poedit-SourceCharset: UTF-8\n"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_account__claim_count
msgid "# Claims"
msgstr "Nº reclamaciones"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_amount
msgid "Amount"
msgstr "Importe"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_account
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_account_id
msgid "Analytic Account"
msgstr "Cuenta analítica"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_line
msgid "Analytic Line"
msgstr "Línea analítica"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_crm_claim
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_line__claim_id
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_form
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Claim"
msgstr "Reclamación"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_account_view_form
msgid "Claims"
msgstr "Reclamaciones"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.crm_case_claims_form_view
msgid "Cost/Revenue"
msgstr "Coste/Beneficio"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__currency_id
msgid "Currency"
msgstr "Moneda"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "With Claim"
msgstr "Coste de reclamación"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Without Claim"
msgstr "Sin reclamación"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_claim_analytic
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2025-06-04 10:26+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 5.10.4\n"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_account__claim_count
msgid "# Claims"
msgstr "N° reclami"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_amount
msgid "Amount"
msgstr "Valore"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_account
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__analytic_account_id
msgid "Analytic Account"
msgstr "Conto analitico"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_account_analytic_line
msgid "Analytic Line"
msgstr "Riga analitica"
#. module: crm_claim_analytic
#: model:ir.model,name:crm_claim_analytic.model_crm_claim
#: model:ir.model.fields,field_description:crm_claim_analytic.field_account_analytic_line__claim_id
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_form
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Claim"
msgstr "Reclamo"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_account_view_form
msgid "Claims"
msgstr "Reclami"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.crm_case_claims_form_view
msgid "Cost/Revenue"
msgstr "Costo/Ricavo"
#. module: crm_claim_analytic
#: model:ir.model.fields,field_description:crm_claim_analytic.field_crm_claim__currency_id
msgid "Currency"
msgstr "Valuta"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "With Claim"
msgstr "Con reclamo"
#. module: crm_claim_analytic
#: model_terms:ir.ui.view,arch_db:crm_claim_analytic.account_analytic_line_view_search
msgid "Without Claim"
msgstr "Senza reclamo"

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from . import account_analytic_account
from . import account_analytic_line
from . import crm_claim

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# Copyright 2019 Oihane Crucelaegui - AvanzOSC
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo import fields, models
class AccountAnalyticAccount(models.Model):
_inherit = "account.analytic.account"
def _compute_claim_count(self):
claim_obj = self.env["crm.claim"]
for analytic_account in self:
domain = [("analytic_account_id", "=", analytic_account.id)]
analytic_account.claim_count = claim_obj.search_count(domain)
claim_count = fields.Integer(
string="# Claims",
compute="_compute_claim_count",
)

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# Copyright 2019 Oihane Crucelaegui - AvanzOSC
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo import fields, models
class AccountAnalyticLine(models.Model):
_inherit = "account.analytic.line"
claim_id = fields.Many2one(
comodel_name="crm.claim",
domain='[("analytic_account_id", "=", account_id)]',
)

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# Copyright 2019 Oihane Crucelaegui - AvanzOSC
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo import fields, models
from odoo.models import expression
from odoo.tools.safe_eval import safe_eval
class CrmClaim(models.Model):
_inherit = "crm.claim"
analytic_account_id = fields.Many2one(
comodel_name="account.analytic.account",
string="Analytic Account",
)
analytic_amount = fields.Monetary(
string="Amount",
compute="_compute_analytic_amount",
)
currency_id = fields.Many2one(
related="company_id.currency_id",
readonly=True,
store=True,
compute_sudo=True,
)
def _compute_analytic_amount(self):
line_obj = self.env["account.analytic.line"]
for claim in self:
lines = line_obj.search([("claim_id", "=", claim.id)])
claim.analytic_amount = sum(lines.mapped("amount"))
def button_account_analytic_line_action(self):
self.ensure_one()
action = self.env.ref("analytic.account_analytic_line_action_entries")
action_dict = action.read()[0] if action else {}
action_dict["context"] = safe_eval(action_dict.get("context", "{}"))
action_dict["context"].update(
{
"search_default_claim_id": self.id,
"default_claim_id": self.id,
"default_account_id": self.analytic_account_id.id,
}
)
domain = expression.AND(
[
[("account_id", "=", self.analytic_account_id.id)],
safe_eval(action.domain or "[]"),
]
)
action_dict.update({"domain": domain})
return action_dict

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* `Avanzosc <http://www.avanzosc.com>`__:
* Oihane Crucelaegui <oihanecrucelaegi@avanzosc.es>
* `Trey <https://www.trey.es>`__:
* Miguel Poyatos <miguel@trey.es>
* Vicent Cubells <vicent@trey.es>

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This module extends the Odoo Claims functionality by integrating analytic accounts and analytic lines with claims.
It adds an analytic account field to claims and allows linking analytic lines to specific claims, enabling detailed cost and revenue tracking for each claim. This improves financial analysis and control over the claims managed in the system.

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To use this module you need to:
#. Make sure your user belongs to the "Analytic Accounting" security group.
#. In claims, the Analytic Account field will be available to allow linking each claim to its corresponding analytic account.

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<body>
<div class="document" id="crm-claim-analytic">
<h1 class="title">CRM Claim Analytic</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-analytic/tree/16.0/crm_claim_analytic"><img alt="OCA/account-analytic" src="https://img.shields.io/badge/github-OCA%2Faccount--analytic-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-analytic-16-0/account-analytic-16-0-crm_claim_analytic"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-analytic&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module extends the Odoo Claims functionality by integrating analytic accounts and analytic lines with claims.</p>
<p>It adds an analytic account field to claims and allows linking analytic lines to specific claims, enabling detailed cost and revenue tracking for each claim. This improves financial analysis and control over the claims managed in the system.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<p>To use this module you need to:</p>
<ol class="arabic simple">
<li>Make sure your user belongs to the “Analytic Accounting” security group.</li>
<li>In claims, the Analytic Account field will be available to allow linking each claim to its corresponding analytic account.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-analytic/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/account-analytic/issues/new?body=module:%20crm_claim_analytic%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
<ul class="simple">
<li>AvanzOSC</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
<ul class="simple">
<li><dl class="first docutils">
<dt><a class="reference external" href="http://www.avanzosc.com">Avanzosc</a>:</dt>
<dd><ul class="first last">
<li>Oihane Crucelaegui &lt;<a class="reference external" href="mailto:oihanecrucelaegi&#64;avanzosc.es">oihanecrucelaegi&#64;avanzosc.es</a>&gt;</li>
</ul>
</dd>
</dl>
</li>
<li><dl class="first docutils">
<dt><a class="reference external" href="https://www.trey.es">Trey</a>:</dt>
<dd><ul class="first last">
<li>Miguel Poyatos &lt;<a class="reference external" href="mailto:miguel&#64;trey.es">miguel&#64;trey.es</a>&gt;</li>
<li>Vicent Cubells &lt;<a class="reference external" href="mailto:vicent&#64;trey.es">vicent&#64;trey.es</a>&gt;</li>
</ul>
</dd>
</dl>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/MiguelPoyatos"><img alt="MiguelPoyatos" src="https://github.com/MiguelPoyatos.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-analytic/tree/16.0/crm_claim_analytic">OCA/account-analytic</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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from . import test_crm_claim_analytic

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# Copyright 2019 Oihane Crucelaegui - AvanzOSC
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo.tests import TransactionCase
class TestCrmClaimAnalytic(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.analytic_plan = cls.env["account.analytic.plan"].create(
{
"name": "Test Analytic Plan",
}
)
cls.analytic_account = cls.env["account.analytic.account"].create(
{
"name": "Test Analytic Account",
"plan_id": cls.analytic_plan.id,
}
)
cls.claim = cls.env["crm.claim"].create(
{
"name": "Test Claim",
"analytic_account_id": cls.analytic_account.id,
}
)
cls.analytic_obj = cls.env["account.analytic.line"]
def test_crm_claim_analytic(self):
self.assertEqual(self.analytic_account.claim_count, 1)
self.analytic_obj.create(
{
"name": "Test Line 1",
"account_id": self.analytic_account.id,
"amount": 100.0,
}
)
self.analytic_obj.create(
{
"name": "Test Line 2",
"account_id": self.analytic_account.id,
"claim_id": self.claim.id,
"amount": 50.0,
}
)
self.assertEqual(self.claim.analytic_amount, 50.0)
action_dict = self.claim.button_account_analytic_line_action()
self.assertTrue("search_default_claim_id" in action_dict["context"])
self.assertEqual(
self.claim.id, action_dict["context"].get("search_default_claim_id")
)
self.assertIn(
("account_id", "=", self.claim.analytic_account_id.id),
action_dict["domain"],
)

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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="account_analytic_account_view_form" model="ir.ui.view">
<field name="model">account.analytic.account</field>
<field name="inherit_id" ref="analytic.view_account_analytic_account_form" />
<field name="arch" type="xml">
<xpath expr='//div[@name="button_box"]' position='inside'>
<button
name="%(crm_claim.crm_claim_category_claim0)d"
icon="fa-comments"
class="oe_stat_button"
type="action"
context="{'default_analytic_account_id': active_id,'search_default_analytic_account_id': [active_id]}"
groups="sales_team.group_sale_salesman"
>
<field name="claim_count" widget="statinfo" string="Claims" />
</button>
</xpath>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="account_analytic_line_view_tree" model="ir.ui.view">
<field name="model">account.analytic.line</field>
<field name="inherit_id" ref="analytic.view_account_analytic_line_tree" />
<field name="arch" type="xml">
<field name="account_id" position="after">
<field name="claim_id" />
</field>
</field>
</record>
<record id="account_analytic_line_view_form" model="ir.ui.view">
<field name="model">account.analytic.line</field>
<field name="inherit_id" ref="analytic.view_account_analytic_line_form" />
<field name="arch" type="xml">
<group name="amount" position="after">
<group name="claim" string="Claim">
<field name="claim_id" />
</group>
</group>
</field>
</record>
<record id="account_analytic_line_view_search" model="ir.ui.view">
<field name="model">account.analytic.line</field>
<field name="inherit_id" ref="analytic.view_account_analytic_line_filter" />
<field name="arch" type="xml">
<field name="plan_id" position="after">
<field name="claim_id" />
</field>
<group name="groupby" position="before">
<filter
string="With Claim"
name="with_claim"
context="{}"
domain="[('claim_id', '!=', False)]"
/>
<filter
string="Without Claim"
name="without_claim"
context="{}"
domain="[('claim_id', '=', False)]"
/>
</group>
<group name="groupby" position="inside">
<filter
string="Claim"
context="{'group_by': 'claim_id'}"
name="group_claim"
/>
</group>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="crm_case_claims_form_view" model="ir.ui.view">
<field name="model">crm.claim</field>
<field name="inherit_id" ref="crm_claim.crm_case_claims_form_view" />
<field name="arch" type="xml">
<xpath expr="//field[@name='name']/.." position="before">
<div class="oe_button_box" name="button_box" groups="base.group_user">
<button
class="oe_stat_button"
type="object"
name="button_account_analytic_line_action"
icon="fa-usd"
string="Cost/Revenue"
widget="statinfo"
attrs="{'invisible': [('analytic_account_id', '=', False)]}"
groups="analytic.group_analytic_accounting"
/>
</div>
</xpath>
<field name="user_id" position="after">
<field
name="analytic_account_id"
groups="analytic.group_analytic_accounting"
/>
</field>
</field>
</record>
<record id="view_crm_case_claims_filter" model="ir.ui.view">
<field name="model">crm.claim</field>
<field name="inherit_id" ref="crm_claim.view_crm_case_claims_filter" />
<field name="arch" type="xml">
<field name="user_id" position="after">
<field
name="analytic_account_id"
groups="analytic.group_analytic_accounting"
/>
</field>
</field>
</record>
</odoo>

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# Architecture
```mermaid
flowchart TD
U[Users] -->|HTTP| V[Views and QWeb Templates]
V --> C[Controllers]
V --> W[Wizards Transient Models]
C --> M[Models and ORM]
W --> M
M --> R[Reports]
DX[Data XML] --> M
S[Security ACLs and Groups] -. enforces .-> M
subgraph Crm_claim_analytic Module - crm_claim_analytic
direction LR
M:::layer
W:::layer
C:::layer
V:::layer
R:::layer
S:::layer
DX:::layer
end
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
```
Notes
- Views include tree/form/kanban templates and report templates.
- Controllers provide website/portal routes when present.
- Wizards are UI flows implemented with `models.TransientModel`.
- Data XML loads data/demo records; Security defines groups and access.

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# Configuration
Refer to Odoo settings for crm_claim_analytic. Configure related models, access rights, and options as needed.

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# Controllers
This module does not define custom HTTP controllers.

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# Dependencies
This addon depends on:
- [analytic](../../odoo-bringout-oca-ocb-analytic)
- [crm_claim](../../odoo-bringout-oca-crm-crm_claim)

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# FAQ
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
- Q: How to enable? A: Start server with --addon crm_claim_analytic or install in UI.

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# Install
```bash
pip install odoo-bringout-oca-account-analytic-crm_claim_analytic"
# or
uv pip install odoo-bringout-oca-account-analytic-crm_claim_analytic"
```

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# Models
Detected core models and extensions in crm_claim_analytic.
```mermaid
classDiagram
class account_analytic_account
class account_analytic_line
class crm_claim
```
Notes
- Classes show model technical names; fields omitted for brevity.
- Items listed under _inherit are extensions of existing models.

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# Overview
Packaged Odoo addon: crm_claim_analytic. Provides features documented in upstream Odoo 16 under this addon.
- Source: OCA/OCB 16.0, addon crm_claim_analytic
- License: LGPL-3

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# Reports
This module does not define custom reports.

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# Security
This module does not define custom security rules or access controls beyond Odoo defaults.
Default Odoo security applies:
- Base user access through standard groups
- Model access inherited from dependencies
- No custom row-level security rules

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# Troubleshooting
- Ensure Python and Odoo environment matches repo guidance.
- Check database connectivity and logs if startup fails.
- Validate that dependent addons listed in DEPENDENCIES.md are installed.

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# Usage
Start Odoo including this addon (from repo root):
```bash
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon crm_claim_analytic
```

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# Wizards
This module does not include UI wizards.

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[project]
name = "odoo-bringout-oca-account-analytic-crm_claim_analytic"
version = "16.0.0"
description = "CRM Claim Analytic - Odoo addon"
authors = [
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
]
dependencies = [
"odoo-bringout-oca-ocb-analytic>=16.0.0",
"odoo-bringout-oca-account-analytic-crm_claim>=16.0.0",
"requests>=2.25.1"
]
readme = "README.md"
requires-python = ">= 3.11"
classifiers = [
"Development Status :: 5 - Production/Stable",
"Intended Audience :: Developers",
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
"Programming Language :: Python :: 3",
"Programming Language :: Python :: 3.11",
"Programming Language :: Python :: 3.12",
"Topic :: Office/Business",
]
[project.urls]
homepage = "https://github.com/bringout/0"
repository = "https://github.com/bringout/0"
[build-system]
requires = ["hatchling"]
build-backend = "hatchling.build"
[tool.hatch.metadata]
allow-direct-references = true
[tool.hatch.build.targets.wheel]
packages = ["crm_claim_analytic"]
[tool.rye]
managed = true
dev-dependencies = [
"pytest>=8.4.1",
]