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[18.0][MIG] partner_risk_insurance: Migration to 18.0 #421

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d1c0b6a
[ADD] partner_risk_insurance
Oct 14, 2014
df330e5
[FIX] File name + Description
Oct 15, 2014
fc58e18
[IMP] Expand AUTHORS
pedrobaeza Mar 25, 2015
7111554
Slovene translations of odoomrp modules
sysadminmatmoz Aug 15, 2015
eac6879
[11.0][MIG] partner_risk_insurance: Migration to v11.0
sergio-teruel Aug 30, 2018
81c673f
[MIG] partner_risk_insurance: Migration to v12.0
omar7r Oct 11, 2019
2eb224c
[TRANS] credit-control
Roodin Nov 21, 2019
0ced715
[IMP] partner_risk_insurance: black, isort
Tardo Feb 4, 2020
1b445cb
[MIG] partner_risk_insurance: Migration to 13.0
Tardo Feb 4, 2020
874006a
[IMP] partner_risk_insurance: manfiest and test
Tardo Feb 25, 2020
85588ee
[13.0][IMP] Add some name on XML to have some inherit points
acsonefho Dec 8, 2020
1bcd87b
[IMP] partner_risk_insurance: Add tracking to company_credit_limit an…
CarlosRoca13 Feb 5, 2021
81b8fce
[MIG] partner_risk_insurance: Migration to 14.0
Zar21 Mar 8, 2021
b2b0199
Added translation using Weblate (Italian)
francesco-ooops Dec 16, 2021
96ed35e
Translated using Weblate (Italian)
francesco-ooops Dec 16, 2021
eed6d4e
[IMP] partner_risk_insurance: Only display info for commercial partner
sergio-teruel Feb 22, 2022
4d6a882
Standard migration
flachica Mar 24, 2022
af4ff2f
[IMP] partner_risk_insurance: Change SavepointCase to TransactionCase
victoralmau Nov 29, 2022
76cef28
Translated using Weblate (Italian)
mymage Mar 23, 2023
0be7291
[FIX] partner_risk_insurance: warning message for invalid field param…
sergio-teruel Mar 16, 2023
7af2ed6
[IMP] partner_risk_insurance: test performance improvement
josep-tecnativa Oct 17, 2023
cedd79b
[15.0][IMP] partner_risk_insurance: Add invoice insurance risk report
stefan-tecnativa Oct 23, 2023
bd32344
[IMP] partner_risk_insurance: Simplify code
carlosdauden Oct 24, 2023
21ecd0b
[IMP] partner_risk_insurance: Redesign
carlosdauden Oct 24, 2023
1ad085a
[MIG] partner_risk_insurance: Migration to 16.0
victoralmau Aug 16, 2023
8845360
[UPD] Update partner_risk_insurance.pot
Nov 24, 2023
5429028
Translated using Weblate (Spanish)
Ivorra78 Nov 25, 2023
f35b0f7
[IMP] partner_risk_insurance: Insure invoices with credit policies
Shide Feb 2, 2024
4e9200e
[IMP] partner_risk_insurance: Performance installation on large datab…
sergio-teruel Feb 13, 2024
f8b2258
[FIX] partner_risk_insurance: Do not check move validity when computi…
Shide Feb 16, 2024
7c42d89
Translated using Weblate (Italian)
mymage Feb 20, 2024
3bb56ce
[UPD] Update partner_risk_insurance.pot
Feb 21, 2024
097d694
[BOT] post-merge updates
OCA-git-bot Feb 21, 2024
82a23d5
Update translation files
weblate Feb 21, 2024
8a16444
[IMP] partner_risk_insurance: improve UX
yajo Feb 21, 2024
921f8e5
[UPD] Update partner_risk_insurance.pot
Feb 23, 2024
08d96a3
[BOT] post-merge updates
OCA-git-bot Feb 23, 2024
4d09fb4
Update translation files
weblate Feb 23, 2024
c1487f6
Translated using Weblate (Italian)
mymage Sep 24, 2024
cb33ebd
[IMP] partner_risk_insurance: pre-commit auto fixes
ArnauCForgeFlow Jan 20, 2025
03446b1
[MIG] partner_risk_insurance: Migration to 17.0
ArnauCForgeFlow Jan 20, 2025
ff48de3
[UPD] Update partner_risk_insurance.pot
Jan 22, 2025
19a4c32
[BOT] post-merge updates
OCA-git-bot Jan 22, 2025
2766fc6
[IMP] partner_risk_insurance: pre-commit auto fixes
ArnauCForgeFlow Jan 22, 2025
fb2d5ec
[MIG] partner_risk_insurance: Migration to 18.0
ArnauCForgeFlow Jan 22, 2025
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145 changes: 145 additions & 0 deletions partner_risk_insurance/README.rst
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======================
Partner Risk Insurance
======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:632e9e29a1457be87c2141ac525842947d4edfe50b2defb8cb123475582f85e7
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/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%2Fcredit--control-lightgray.png?logo=github
:target: https://github.com/OCA/credit-control/tree/18.0/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-18-0/credit-control-18-0-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=18.0
: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:%2018.0%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 <[email protected]>
- Omar Castiñeira <[email protected]>
- `Tecnativa <https://www.tecnativa.com>`__:

- Sergio Teruel
- Alexandre Díaz
- Carlos Roca
- Stefan Ungureanu

- `Greenice <https://www.greenice.com>`__:

- Fernando La Chica <[email protected]>

- 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/18.0/partner_risk_insurance>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions 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
36 changes: 36 additions & 0 deletions partner_risk_insurance/__manifest__.py
Original file line number Diff line number Diff line change
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Partner Risk Insurance",
"version": "18.0.1.0.0",
"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",
],
}
14 changes: 14 additions & 0 deletions partner_risk_insurance/hooks.py
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@@ -0,0 +1,14 @@
# 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(

Check warning on line 7 in partner_risk_insurance/hooks.py

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partner_risk_insurance/hooks.py#L7

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"""
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;
""",
)
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