partner_risk_insurance

Purpose

Track partner credit insurance details and apply insurance policies to customer invoices.

Features

res.partner: Introduces credit insurance fields and tab to manage insured limits, request status, coverage percent, grant date, and policy assignments for customers.
res.partner: Automatically recalculates the company's own credit limit as the total limit minus the insured portion and raises the total limit when the insured limit increases.
account.move: Adds an insured toggle on customer invoices that auto-fills the credit policy company and state from the partner.
account.move: Blocks enabling insurance on invoices for partners without insurable policies and provides a search filter for insured invoices.
credit.policy.company: Defines insurance company records that can be linked to partner credit policies.
credit.policy.state: Defines credit policy states with an option to flag whether invoices should be considered insured.
reports: Offers a wizard and PDF report listing unpaid customer invoices in a date range grouped by insurance status and partner country.
technical: Creates invoice insurance columns at installation time to speed up deployment on large databases.