Working

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.idea/modules.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<project version="4">
+  <component name="ProjectModuleManager">
+    <modules>
+      <module fileurl="file://$PROJECT_DIR$/.idea/warranty_claim.iml" filepath="$PROJECT_DIR$/.idea/warranty_claim.iml" />
+    </modules>
+  </component>
+</project>

.idea/vcs.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<project version="4">
+  <component name="VcsDirectoryMappings">
+    <mapping directory="$PROJECT_DIR$" vcs="Git" />
+  </component>
+</project>

.idea/warranty_claim.iml

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+<?xml version="1.0" encoding="UTF-8"?>
+<module type="WEB_MODULE" version="4">
+  <component name="FacetManager">
+    <facet type="Python" name="Python facet">
+      <configuration sdkName="Python 3.14 (warranty_claim)" />
+    </facet>
+  </component>
+  <component name="NewModuleRootManager">
+    <content url="file://$MODULE_DIR$">
+      <excludeFolder url="file://$MODULE_DIR$/.tmp" />
+      <excludeFolder url="file://$MODULE_DIR$/.venv" />
+      <excludeFolder url="file://$MODULE_DIR$/temp" />
+      <excludeFolder url="file://$MODULE_DIR$/tmp" />
+    </content>
+    <orderEntry type="inheritedJdk" />
+    <orderEntry type="sourceFolder" forTests="false" />
+    <orderEntry type="library" name="Python 3.14 (warranty_claim) interpreter library" level="application" />
+  </component>
+</module>

__init__.py

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+from . import models

__manifest__.py

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+{
+    "name": "Warranty Claims",
+    "version": "17.0.1.0.0",
+    "summary": "Manage product warranty claims and vendor RMA",
+    "category": "Sales",
+    "author": "Wisc-Host",
+    "depends": [
+        "base",
+        "mail",
+        "sale_management",
+        "account",
+        "purchase",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/sale_order_warranty_views.xml",
+        "views/warranty_claim_views.xml",
+        "views/warranty_menus.xml",
+        "views/warranty_vendor_views.xml",
+        "report/report_warranty_claim.xml",
+        # "data/mail_template_warranty_claim.xml",
+    ],
+    "application": True,
+    "installable": True,
+}

data/mail_template_warranty_claim.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data>
+        <!-- Intentionally empty for now -->
+    </data>
+</odoo>

models/__init__.py

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+from . import sale_order_warranty
+from . import warranty_claim
+from . import warranty_vendor

models/sale_order_warranty.py

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+from odoo import api, fields, models
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    # Checkbox under customer
+    warranty_order = fields.Boolean(string="Warranty Order")
+
+    # Manufacturer (your logical “warranty manufacturer” entity)
+    warranty_manufacturer_id = fields.Many2one(
+        "warranty.manufacturer",
+        string="Manufacturer",
+    )
+
+    # Warranty type
+    warranty_type = fields.Selection(
+        [
+            ("90_day", "90 Day Warranty"),
+            ("cabinet", "Cabinet Warranty"),
+            ("other", "Other"),
+        ],
+        string="Warranty Type",
+    )
+
+    # “True Vendor” (actual vendor that handles warranty, may differ from manufacturer)
+    warranty_true_vendor_id = fields.Many2one(
+        "res.partner",
+        string="True Vendor",
+        domain="[('supplier_rank', '>', 0)]",
+    )
+
+    # Fields manufacturer requires
+    warranty_model = fields.Char("Model")
+    warranty_serial = fields.Char("Serial Number")
+    warranty_failure = fields.Text("Failure Description")
+
+    # Original sales order (dropdown filtered to orders with matching part numbers)
+    # We'll add a helper many2many for domain support.
+    warranty_original_sale_id = fields.Many2one(
+        "sale.order",
+        string="Original Sales Order",
+        domain="[('id', 'in', warranty_original_sale_ids)]",
+    )
+
+    warranty_original_sale_ids = fields.Many2many(
+        "sale.order",
+        compute="_compute_warranty_original_sale_ids",
+        string="Candidate Original Sales Orders",
+        store=False,
+    )
+
+    @api.depends("order_line.product_id")
+    def _compute_warranty_original_sale_ids(self):
+        """Find previous sales orders for the same customer containing any
+        of the products on this warranty order.
+        """
+        for order in self:
+            if not order.partner_id or not order.order_line:
+                order.warranty_original_sale_ids = False
+                continue
+
+            product_ids = order.order_line.product_id.ids
+            if not product_ids:
+                order.warranty_original_sale_ids = False
+                continue
+
+            candidates = self.search([
+                ("id", "!=", order.id),
+                ("partner_id", "=", order.partner_id.id),
+                ("state", "in", ["sale", "done"]),
+                ("order_line.product_id", "in", product_ids),
+            ], limit=50)
+            order.warranty_original_sale_ids = candidates
+
+    def action_create_warranty_claim(self):
+        """Button on SO warranty tab: create a warranty.claim pre-filled."""
+        self.ensure_one()
+        claim_vals = {
+            "sale_order_id": self.id,
+            "partner_id": self.partner_id.id,
+            "manufacturer_id": self.warranty_manufacturer_id.id,
+            "true_vendor_id": self.warranty_true_vendor_id.id,
+            "model": self.warranty_model,
+            "serial_number": self.warranty_serial,
+            "failure": self.warranty_failure,
+            "warranty_type": self.warranty_type,
+            "original_sale_order_id": self.warranty_original_sale_id.id,
+        }
+        claim = self.env["warranty.claim"].create(claim_vals)
+        action = self.env.ref("odoo_warranty_claims.action_warranty_claims").read()[0]
+        action["res_id"] = claim.id
+        action["views"] = [(self.env.ref("odoo_warranty_claims.view_warranty_claim_form").id, "form")]
+        return action
+
+
+    def _create_invoices(self, grouped=False, final=False, date=None):
+        invoices = super()._create_invoices(grouped=grouped, final=final, date=date)
+        for order in self:
+            if order.warranty_order:
+                # Link customer invoice(s) to the new claim
+                claim = self.env["warranty.claim"].create({
+                    "sale_order_id": order.id,
+                    "partner_id": order.partner_id.id,
+                    "manufacturer_id": order.warranty_manufacturer_id.id,
+                    "true_vendor_id": order.warranty_true_vendor_id.id,
+                    "model": order.warranty_model,
+                    "serial_number": order.warranty_serial,
+                    "failure": order.warranty_failure,
+                    "warranty_type": order.warranty_type,
+                    "original_sale_order_id": order.warranty_original_sale_id.id,
+                    "invoice_customer_ids": [(6, 0, invoices.ids)],
+                })
+                # you could also auto-open or email here, but usually this is backend logic
+        return invoices
+
+

models/warranty_claim.py

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+from odoo import api, fields, models
+
+class WarrantyClaim(models.Model):
+    _name = "warranty.claim"
+    _description = "Warranty Claim"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+    _order = "create_date desc"
+
+    name = fields.Char("Claim Reference", required=True, copy=False, default="New", tracking=True)
+
+    # Link to the customer and various parties
+    partner_id = fields.Many2one("res.partner", string="Customer", tracking=True)
+    manufacturer_id = fields.Many2one("warranty.manufacturer", string="Manufacturer")
+    true_vendor_id = fields.Many2one(
+        "res.partner",
+        string="True Vendor",
+        domain="[('supplier_rank', '>', 0)]",
+        tracking=True,
+    )
+    extra_recipient_ids = fields.Many2many(
+        "res.partner",
+        string="Additional Email Recipients",
+        help="Separate recipients you want CC'd on the warranty email.",
+    )
+
+    # Link to sales and invoices
+    sale_order_id = fields.Many2one("sale.order", string="Sales Order", tracking=True)
+    original_sale_order_id = fields.Many2one("sale.order", string="Original Sales Order")
+
+    # Customer invoices to attach
+    invoice_customer_ids = fields.Many2many(
+        "account.move",
+        "warranty_claim_customer_invoice_rel",
+        "claim_id", "move_id",
+        string="Customer Invoices",
+        domain="[('move_type', 'in', ('out_invoice', 'out_refund'))]",
+    )
+
+    # Vendor invoices to attach
+    invoice_vendor_ids = fields.Many2many(
+        "account.move",
+        "warranty_claim_vendor_invoice_rel",
+        "claim_id", "move_id",
+        string="Vendor Invoices",
+        domain="[('move_type', 'in', ('in_invoice', 'in_refund'))]",
+    )
+
+    # Technical / product fields
+    product_id = fields.Many2one("product.product", string="Product")
+    model = fields.Char("Model")
+    serial_number = fields.Char("Serial Number")
+    failure = fields.Text("Failure Description")
+    warranty_type = fields.Selection(
+        [
+            ("90_day", "90 Day Warranty"),
+            ("cabinet", "Cabinet Warranty"),
+            ("other", "Other"),
+        ],
+        string="Warranty Type",
+    )
+    claim_date = fields.Date("Claim Date", default=fields.Date.context_today)
+    state = fields.Selection(
+        [
+            ("draft", "Draft"),
+            ("sent", "Sent to Vendor"),
+            ("in_progress", "In Progress"),
+            ("approved", "Approved"),
+            ("rejected", "Rejected"),
+            ("done", "Done"),
+        ],
+        string="Status",
+        default="draft",
+        tracking=True,
+    )
+
+    @api.model
+    def create(self, vals):
+        if vals.get("name", "New") == "New":
+            seq = self.env.ref(
+                "odoo_warranty_claims.seq_warranty_claim",
+                raise_if_not_found=False
+            )
+            if seq:
+                vals["name"] = seq.next_by_id()
+        return super().create(vals)
+
+    def action_send_to_vendor(self):
+        """Uses an email template and moves to 'sent' state."""
+        self.ensure_one()
+        template = self.env.ref("odoo_warranty_claims.mail_template_warranty_claim", raise_if_not_found=False)
+        if template:
+            template.send_mail(self.id, force_send=True)
+        self.state = "sent"
+        return True

models/warranty_vendor.py

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+from odoo import fields, models
+
+class WarrantyManufacturer(models.Model):
+    _name = "warranty.manufacturer"
+    _description = "Warranty Manufacturer"
+
+    name = fields.Char(required=True)
+    vendor_id = fields.Many2one(
+        "res.partner",
+        string="True Vendor",
+        domain="[('supplier_rank', '>', 0)]",
+    )
+    # Flags for what this manufacturer requires
+    requires_model = fields.Boolean(default=True)
+    requires_serial = fields.Boolean(default=True)
+    requires_failure = fields.Boolean(default=True)
+    requires_original_so = fields.Boolean(default=True)
+    notes = fields.Text("Vendor Warranty Instructions")

report/report_warranty_claim.xml

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+<odoo>
+
+    <report
+            id="action_report_warranty_claim"
+            model="warranty.claim"
+            string="Warranty Claim"
+            report_type="qweb-pdf"
+            name="odoo_warranty_claims.report_warranty_claim"
+            file="odoo_warranty_claims.report_warranty_claim"
+    />
+
+    <template id="report_warranty_claim">
+        <t t-call="web.external_layout">
+            <t t-set="doc" t-value="doc"/>
+            <div class="page">
+                <h2>Warranty Claim <t t-esc="doc.name"/></h2>
+
+                <p>
+                    Customer: <t t-esc="doc.partner_id.name"/><br/>
+                    Manufacturer: <t t-esc="doc.manufacturer_id.name"/><br/>
+                    True Vendor: <t t-esc="doc.true_vendor_id.name"/><br/>
+                    Claim Date: <t t-esc="doc.claim_date"/>
+                </p>
+
+                <h3>Product / Failure</h3>
+                <p>
+                    Product: <t t-esc="doc.product_id.display_name"/><br/>
+                    Model: <t t-esc="doc.model"/><br/>
+                    Serial: <t t-esc="doc.serial_number"/><br/>
+                </p>
+                <p>
+                    <strong>Failure:</strong><br/>
+                    <t t-esc="doc.failure"/>
+                </p>
+
+                <h3>Invoices</h3>
+                <p>
+                    Customer Invoices:
+                    <t t-foreach="doc.invoice_customer_ids" t-as="inv">
+                        <br/><t t-esc="inv.name"/>
+                    </t>
+                </p>
+                <p>
+                    Vendor Invoices:
+                    <t t-foreach="doc.invoice_vendor_ids" t-as="vinv">
+                        <br/><t t-esc="vinv.name"/>
+                    </t>
+                </p>
+            </div>
+        </t>
+    </template>
+
+</odoo>

security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_warranty_claim_user,warranty.claim.user,model_warranty_claim,base.group_user,1,1,1,1
+access_warranty_manufacturer_admin,warranty.manufacturer.admin,model_warranty_manufacturer,base.group_system,1,1,1,1

views/sale_order_warranty_views.xml

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+<odoo>
+
+    <record id="view_order_form_inherit_warranty" model="ir.ui.view">
+        <field name="name">sale.order.form.warranty</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+
+            <!-- Checkbox under customer -->
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="warranty_order"/>
+            </xpath>
+
+            <!-- Add Warranty tab (always visible for now; no attrs/states) -->
+            <xpath expr="//page[@name='order_lines']" position="after">
+                <page string="Warranty">
+                    <group>
+                        <group>
+                            <field name="warranty_manufacturer_id"/>
+                            <field name="warranty_true_vendor_id"/>
+                            <field name="warranty_type"/>
+                        </group>
+                        <group>
+                            <!-- Needed because it's used in the domain -->
+                            <field name="warranty_original_sale_ids" invisible="1"/>
+
+                            <field name="warranty_model"/>
+                            <field name="warranty_serial"/>
+
+                            <field name="warranty_original_sale_id"
+                                   domain="[('id', 'in', warranty_original_sale_ids)]"
+                                   context="{'default_partner_id': partner_id}"/>
+                        </group>
+                    </group>
+                    <group>
+                        <field name="warranty_failure" widget="text"/>
+                    </group>
+                    <footer>
+                        <button name="action_create_warranty_claim"
+                                type="object"
+                                string="Create Warranty Claim"
+                                class="btn-primary"/>
+                    </footer>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

views/warranty_claim_views.xml

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+<odoo>
+    <data>
+
+        <!-- Tree view -->
+        <record id="view_warranty_claim_tree" model="ir.ui.view">
+            <field name="name">warranty.claim.tree</field>
+            <field name="model">warranty.claim</field>
+            <field name="arch" type="xml">
+                <tree string="Warranty Claims">
+                    <field name="name"/>
+                    <field name="claim_date"/>
+                    <field name="partner_id"/>
+                    <field name="true_vendor_id"/>
+                    <field name="manufacturer_id"/>
+                    <field name="sale_order_id"/>
+                    <field name="state"/>
+                </tree>
+            </field>
+        </record>
+
+        <!-- Form view -->
+        <record id="view_warranty_claim_form" model="ir.ui.view">
+            <field name="name">warranty.claim.form</field>
+            <field name="model">warranty.claim</field>
+            <field name="arch" type="xml">
+                <form string="Warranty Claim">
+                    <sheet>
+                        <header>
+                            <button name="action_send_to_vendor"
+                                    type="object"
+                                    string="Send to Vendor"
+                                    class="btn-primary"/>
+                            <field name="state" widget="statusbar"/>
+                        </header>
+
+                        <group>
+                            <group>
+                                <field name="name" readonly="1"/>
+                                <field name="claim_date"/>
+                                <field name="warranty_type"/>
+                            </group>
+                            <group>
+                                <field name="partner_id"/>
+                                <field name="sale_order_id"/>
+                                <field name="original_sale_order_id"/>
+                            </group>
+                        </group>
+
+                        <notebook>
+                            <page string="Product / Failure">
+                                <group>
+                                    <field name="product_id"/>
+                                    <field name="model"/>
+                                    <field name="serial_number"/>
+                                </group>
+                                <group>
+                                    <field name="failure" widget="text"/>
+                                </group>
+                            </page>
+
+                            <page string="Vendor &amp; Manufacturer">
+                                <group>
+                                    <field name="manufacturer_id"/>
+                                    <field name="true_vendor_id"/>
+                                    <field name="extra_recipient_ids" widget="many2many_tags"/>
+                                </group>
+                            </page>
+
+                            <page string="Invoices">
+                                <group string="Customer Invoices">
+                                    <field name="invoice_customer_ids" widget="many2many_tags"/>
+                                </group>
+                                <group string="Vendor Invoices">
+                                    <field name="invoice_vendor_ids" widget="many2many_tags"/>
+                                </group>
+                            </page>
+                        </notebook>
+                    </sheet>
+
+                    <div class="oe_chatter">
+                        <field name="message_follower_ids"/>
+                        <field name="message_ids"/>
+                        <field name="activity_ids"/>
+                    </div>
+                </form>
+            </field>
+        </record>
+
+        <!-- Action -->
+        <record id="action_warranty_claims" model="ir.actions.act_window">
+            <field name="name">Warranty Claims</field>
+            <field name="type">ir.actions.act_window</field>
+            <field name="res_model">warranty.claim</field>
+            <field name="view_mode">tree,form</field>
+            <field name="view_id" ref="view_warranty_claim_tree"/>
+        </record>
+
+    </data>
+</odoo>

views/warranty_menus.xml

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+<odoo>
+
+    <menuitem
+            id="menu_warranty_root"
+            name="Warranty"
+            sequence="40"
+            web_icon="odoo_warranty_claims,static/description/icon.png"
+    />
+
+    <menuitem
+            id="menu_warranty_claims_root"
+            name="Orders"
+            parent="menu_warranty_root"
+            sequence="10"
+    />
+
+    <menuitem
+            id="menu_warranty_claims"
+            name="Warranty Claims"
+            parent="menu_warranty_claims_root"
+            action="action_warranty_claims"
+            sequence="10"
+    />
+
+</odoo>

views/warranty_vendor_views.xml

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+<odoo>
+
+    <record id="view_warranty_manufacturer_tree" model="ir.ui.view">
+        <field name="name">warranty.manufacturer.tree</field>
+        <field name="model">warranty.manufacturer</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="vendor_id"/>
+                <field name="requires_model"/>
+                <field name="requires_serial"/>
+                <field name="requires_failure"/>
+                <field name="requires_original_so"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_warranty_manufacturer_form" model="ir.ui.view">
+        <field name="name">warranty.manufacturer.form</field>
+        <field name="model">warranty.manufacturer</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                        <field name="vendor_id"/>
+                    </group>
+                    <group string="Required Fields">
+                        <field name="requires_model"/>
+                        <field name="requires_serial"/>
+                        <field name="requires_failure"/>
+                        <field name="requires_original_so"/>
+                    </group>
+                    <group string="Instructions">
+                        <field name="notes"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_warranty_manufacturer" model="ir.actions.act_window">
+        <field name="name">Manufacturers</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">warranty.manufacturer</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+    <menuitem
+            id="menu_warranty_configuration"
+            name="Configuration"
+            parent="menu_warranty_root"
+            sequence="90"
+    />
+
+    <menuitem
+            id="menu_warranty_manufacturer"
+            name="Manufacturers"
+            parent="menu_warranty_configuration"
+            action="action_warranty_manufacturer"
+            sequence="10"
+    />
+
+</odoo>