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Initial commit: OCA Financial packages (186 packages)
This commit is contained in:
commit
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8757 changed files with 947473 additions and 0 deletions
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# CRM Claim Analytic
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||||
|
||||
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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|
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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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@ -0,0 +1,21 @@
|
|||
# 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",
|
||||
],
|
||||
}
|
||||
|
|
@ -0,0 +1,68 @@
|
|||
# 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"
|
||||
|
|
@ -0,0 +1,68 @@
|
|||
# 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 ""
|
||||
|
|
@ -0,0 +1,72 @@
|
|||
# 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"
|
||||
|
|
@ -0,0 +1,71 @@
|
|||
# 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"
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
from . import account_analytic_account
|
||||
from . import account_analytic_line
|
||||
from . import crm_claim
|
||||
|
|
@ -0,0 +1,19 @@
|
|||
# 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",
|
||||
)
|
||||
|
|
@ -0,0 +1,13 @@
|
|||
# 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)]',
|
||||
)
|
||||
|
|
@ -0,0 +1,52 @@
|
|||
# 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
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
* `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>
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
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.
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
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.
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 10 KiB |
|
|
@ -0,0 +1,451 @@
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<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
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<title>CRM Claim Analytic</title>
|
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<style type="text/css">
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:Author: David Goodger (goodger@python.org)
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|
||||
<body>
|
||||
<div class="document" id="crm-claim-analytic">
|
||||
<h1 class="title">CRM Claim Analytic</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:260e2fb0f020e5ddd6be011280c288af8b90c1db5ddbb5d06eb4a926ee352ec3
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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&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 <<a class="reference external" href="mailto:oihanecrucelaegi@avanzosc.es">oihanecrucelaegi@avanzosc.es</a>></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 <<a class="reference external" href="mailto:miguel@trey.es">miguel@trey.es</a>></li>
|
||||
<li>Vicent Cubells <<a class="reference external" href="mailto:vicent@trey.es">vicent@trey.es</a>></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>
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import test_crm_claim_analytic
|
||||
|
|
@ -0,0 +1,56 @@
|
|||
# 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"],
|
||||
)
|
||||
|
|
@ -0,0 +1,21 @@
|
|||
<?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>
|
||||
|
|
@ -0,0 +1,54 @@
|
|||
<?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>
|
||||
|
|
@ -0,0 +1,41 @@
|
|||
<?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>
|
||||
|
|
@ -0,0 +1,32 @@
|
|||
# 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.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Configuration
|
||||
|
||||
Refer to Odoo settings for crm_claim_analytic. Configure related models, access rights, and options as needed.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Controllers
|
||||
|
||||
This module does not define custom HTTP controllers.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Dependencies
|
||||
|
||||
This addon depends on:
|
||||
|
||||
- [analytic](../../odoo-bringout-oca-ocb-analytic)
|
||||
- [crm_claim](../../odoo-bringout-oca-crm-crm_claim)
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
# 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.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Install
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-account-analytic-crm_claim_analytic"
|
||||
# or
|
||||
uv pip install odoo-bringout-oca-account-analytic-crm_claim_analytic"
|
||||
```
|
||||
|
|
@ -0,0 +1,14 @@
|
|||
# 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.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# 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
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Reports
|
||||
|
||||
This module does not define custom reports.
|
||||
|
|
@ -0,0 +1,8 @@
|
|||
# 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
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# 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.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Usage
|
||||
|
||||
Start Odoo including this addon (from repo root):
|
||||
|
||||
```bash
|
||||
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon crm_claim_analytic
|
||||
```
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Wizards
|
||||
|
||||
This module does not include UI wizards.
|
||||
|
|
@ -0,0 +1,43 @@
|
|||
[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",
|
||||
]
|
||||
Loading…
Add table
Add a link
Reference in a new issue