[19.0] [MIG] partner_risk_insurance

partner_risk_insurance/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+======================
+Partner Risk Insurance
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:38419387aa30011634c3d3931056243e9fcaa4a523517f15fdd71e41473e1e68
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/license-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%2Fcredit--control-lightgray.png?logo=github
+    :target: https://github.com/OCA/credit-control/tree/19.0/partner_risk_insurance
+    :alt: OCA/credit-control
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/credit-control-19-0/credit-control-19-0-partner_risk_insurance
+    :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/credit-control&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module adds a new tab in the partner form to introduce risk
+insurance information.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module you need to:
+
+1. Go to *Sales > Customer > Create*.
+
+2. Go to *Credit Insurance* tab if you are at least an Account User.
+
+3. | Set insurance risk options creating at least a Credit Policy (with
+     Insure
+   | invoices set) and Credit Company and set them in the customer.
+
+4. Create an Inovoice with the customer that has the insurance risk
+   options set.
+
+5. Credit Policy will be set in the invoice.
+
+6. You can activate or deactivate the Credit Policy if the customer is
+   allowed to have a credit policy.
+
+7. You can filter Out Invoices by Credit Policy in the list view.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/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/credit-control/issues/new?body=module:%20partner_risk_insurance%0Aversion:%2019.0%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
+* Tecnativa
+* Factor Libre S.L
+* NaN·tic
+* Moduon
+
+Contributors
+------------
+
+- Daniel Campos <danielcampos@avanzosc.es>
+- Omar Castiñeira <omar@comunitea.com>
+- `Tecnativa <https://www.tecnativa.com>`__:
+
+  - Sergio Teruel
+  - Alexandre Díaz
+  - Carlos Roca
+  - Stefan Ungureanu
+
+- `Greenice <https://www.greenice.com>`__:
+
+  - Fernando La Chica <fernandolachica@gmail.com>
+
+- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
+- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
+- Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
+
+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-Daniel-CA| image:: https://github.com/Daniel-CA.png?size=40px
+    :target: https://github.com/Daniel-CA
+    :alt: Daniel-CA
+.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
+    :target: https://github.com/sergio-teruel
+    :alt: sergio-teruel
+.. |maintainer-omar7r| image:: https://github.com/omar7r.png?size=40px
+    :target: https://github.com/omar7r
+    :alt: omar7r
+.. |maintainer-Tardo| image:: https://github.com/Tardo.png?size=40px
+    :target: https://github.com/Tardo
+    :alt: Tardo
+.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
+    :target: https://github.com/Shide
+    :alt: Shide
+.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
+    :target: https://github.com/rafaelbn
+    :alt: rafaelbn
+.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
+    :target: https://github.com/yajo
+    :alt: yajo
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-Daniel-CA| |maintainer-sergio-teruel| |maintainer-omar7r| |maintainer-Tardo| |maintainer-Shide| |maintainer-rafaelbn| |maintainer-yajo| 
+
+This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/19.0/partner_risk_insurance>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_risk_insurance/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from .hooks import pre_init_hook
+from . import models
+from . import wizard

partner_risk_insurance/__manifest__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Partner Risk Insurance",
+    "version": "19.0.1.0.0",
+    "development_status": "Production/Stable",
+    "summary": "Risk insurance partner information",
+    "author": "AvanzOSC,"
+    "Tecnativa,"
+    "Factor Libre S.L,"
+    "NaN·tic,"
+    "Moduon,"
+    "Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "website": "https://github.com/OCA/credit-control",
+    "depends": ["account"],
+    "category": "Credit Control",
+    "data": [
+        "security/ir.model.access.csv",
+        "views/credit_policy_company_view.xml",
+        "views/res_partner_view.xml",
+        "views/account_move_view.xml",
+        "wizard/invoice_risk_insurance_wizard.xml",
+        "templates/invoice_risk_insurance_template.xml",
+    ],
+    "installable": True,
+    "maintainers": [
+        "Daniel-CA",
+        "sergio-teruel",
+        "omar7r",
+        "Tardo",
+        "Shide",
+        "rafaelbn",
+        "yajo",
+    ],
+}

partner_risk_insurance/hooks.py

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+# Copyright 2024 Tecnativa - Sergio Teruel
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+
+def pre_init_hook(cr):
+    """Create account move columns to performance installation on large databases"""
+    cr.execute(
+        """
+    ALTER TABLE account_move
+        ADD COLUMN IF NOT EXISTS insured_with_credit_policy boolean DEFAULT false,
+        ADD COLUMN IF NOT EXISTS credit_policy_company_id INT,
+        ADD COLUMN IF NOT EXISTS credit_policy_state_id INT;
+    """,
+    )