Partner Risk Insurance

partner_risk_insurance · OCA/credit-control

    Repository
    OCA/credit-control · module folder · Try on Runboat
    Module version
    1.0.3
    Category
    Credit Control
    Folder size
    0.19 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/credit-control
    Last tracking update
    2026-08-07 08:43:06
    Authors
    Odoo Community Association (OCA), Factor Libre S.L, NaN·tic, AvanzOSC, Tecnativa, Moduon
    Maintainers
    Odoo Community Association (OCA), Factor Libre S.L, NaN·tic, AvanzOSC, Tecnativa, Moduon
    Committers
    ArnauCForgeFlow, Weblate, Andrii Kompaniiets, Tobias Zehntner, OCA-git-bot, oca-ci
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    Python dependencies
    None
    System dependencies
    None
    Required by
    partner_risk_insurance_product_sticker_invoice_report
    Description
    This module adds a new tab in the partner form to introduce risk
insurance information.

    Code Analysis ⓘ

    Views touched (7)
    XML IDNameModelTypeStatus
    credit_policy_company_view credit.policy.company.form credit.policy.company form New
    invoice_risk_insurance_form invoice.risk.insurance.form partner.risk.insurance.wizard form New
    report_invoice_risk_insurance report_invoice_risk_insurance ir.ui.view qweb New
    report_invoice_risk_insurance_document report_invoice_risk_insurance_document ir.ui.view qweb New
    view_account_invoice_filter account.invoice.select account.move Inherits account.view_account_invoice_filter
    view_move_form account.move.form account.move form Inherits account.view_move_form
    view_partner_form res.partner.form.risk_insurance res.partner form Inherits base.view_partner_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (5)

    New fields (3)
    • credit_policy_company_id Many2one → credit.policy.company
      comodel_name='credit.policy.company' compute='_compute_credit_policy' help='The insurance company that insures the invoices of the partner.' ondelete='restrict' readonly=True store=True string='Insurance Company'
    • credit_policy_state_id Many2one → credit.policy.state
      comodel_name='credit.policy.state' compute='_compute_credit_policy' domain="[('insure_invoices', '=', True)]" help='The insurance policy that insures the invoices of the partner.' ondelete='restrict' readonly=True store=True string='Insurance Policy'
    • insured_with_credit_policy Boolean
      compute='_compute_insured_with_credit_policy' help='Indicates if the invoice is insured by a credit policy.' readonly=False store=True string='Insured by a Credit Policy'
    Public methods (1)
    • onchange_insured_with_credit_policy(self)
      @api.onchange('insured_with_credit_policy')
      Check if the partner has a credit policy to insure invoices and raise an error if not .

    New fields (3)
    • active Boolean
      default=True
    • name Char
      required=True
    • partner_id Many2one → res.partner
      comodel_name='res.partner' domain="[('is_company', '=', True)]" ondelete='restrict' string='Company'
    Public methods (0)

    No public methods.

    New fields (3)
    • active Boolean
      default=True
    • insure_invoices Boolean
      help='If checked, the invoices created when the partner has this state will be marked as insured'
    • name Char
      required=True
    Public methods (0)

    No public methods.

    New fields (2)
    • date_from Date
      default=fields.Date.context_today required=True string='From'
    • date_to Date
      default=fields.Date.context_today required=True string='To'
    Public methods (1)
    • action_print_report(self)

    New fields (11)
    • company_credit_limit Float
      compute='_compute_company_credit_limit' groups='account.group_account_invoice,account.group_account_readonly' help='Calculated as the Total minus Insured credit limits, reflecting the credit limit the company is willing to offer to the client, excluding the insured portion.'
    • credit_limit Float
      tracking=True
    • credit_policy_company_id Many2one → credit.policy.company
      comodel_name='credit.policy.company' copy=False ondelete='restrict' string='Credit Policy Company'
    • credit_policy_insure_invoices Boolean
      copy=False related='credit_policy_state_id.insure_invoices' store=False string='Insure Invoices'
    • credit_policy_state_id Many2one → credit.policy.state
      comodel_name='credit.policy.state' copy=False ondelete='restrict' string='Policy State'
    • insurance_credit_limit Float
      copy=False groups='account.group_account_invoice,account.group_account_readonly' help='The portion of credit that is covered by insurance, set by the user. It represents the amount of credit that an insurance policy guarantees.' tracking=True args: 'Insured credit limit'
    • risk_insurance_code Char
      copy=False help='Code assigned to this partner by the risk insurance company.' args: 'Insurance Code'
    • risk_insurance_code_2 Char
      copy=False help='Secondary code assigned to this partner by the risk insurance company.' args: 'Insurance Code 2'
    • risk_insurance_coverage_percent Float
      copy=False groups='account.group_account_invoice,account.group_account_readonly' help='Percentage of the credit that is covered by the insurance.' args: 'Insurance coverage (%)'
    • risk_insurance_grant_date Date
      copy=False help='Date when the insurance was granted by the insurance company.' args: 'Insurance Grant Date'
    • risk_insurance_requested Boolean
      copy=False help='Mark this field if an insurance was requested for the credit of this partner.' args: 'Insurance Requested'
    Public methods (0)

    No public methods.

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