mgmtsystem_claim
Track customer and vendor claims within the management system with email-driven creation and follow-up.
Key Features
- mgmtsystem.claim: Provides claim records with autogenerated references, stage workflow, deadlines, priorities, and partner/responsible details tailored for management system use.
- mgmtsystem.claim: Sends notification emails with direct web links to responsible users when claims are created.
- mgmtsystem.claim: Scheduled reminder job emails responsible users ten days before claim deadlines unless the claim is closed.
- mgmtsystem.claim: Supports creation of claims from incoming emails through the email gateway.
- mgmtsystem.claim.stage: Introduces a claim stage model inheriting CRM stages with optional team restrictions and sequence ordering.
- mgmtsystem.claim.stage: Seeds default workflow stages Draft, Pending, Open, Close, and Cancel for claim processing.
- mgmtsystem.claim views: Adds Management System menus and list/form/calendar/search views to manage claims with filters and groupings.
- res.partner: Adds a stat button and counters on partners to open related management system claims including children partners.
- security: Grants base users create/read/write access to claims, read-only access to stages, and enforces multi-company sharing rules.