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Partner Risk Insurance Security

partner_risk_insurance_security folder_open OCA/credit-control open_in_new
Credit Control License: AGPL-3

This module enhances credit policy control by making Credit Insurance fields read-only by default, restricting editing capabilities to members of the 'Full Access to Credit Policy State' group.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Makes credit insurance and credit policy fields on customer/vendor forms read-only unless the user belongs to the 'Full Access to Credit Insurance Fields' group.

This module adds a security layer on top of the credit insurance information shown on partner (customer and vendor) records. It creates a new user group called 'Full Access to Credit Insurance Fields'.

On the partner form, the following fields become read-only for everyone who is not a member of that group: - Company credit limit - Insurance credit limit - Risk insurance requested - Risk insurance grant date - Risk insurance coverage percent - Risk insurance code and second risk insurance code - Credit policy state

A computed flag on the partner record checks whether the current user belongs to the group, and the form uses it to decide if those fields can be edited. Members of the group can still change the values; other users can only view them.

The module touches the res.partner model and the partner form view inherited from the credit insurance module. It does not add menus, reports, emails or scheduled actions.

Models and fields (1)
  • res.partner · extends an existing modelis_full_access_user (Is Full Access User)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/credit-control.

terminal Installation and usage

OCA documentation · Odoo 14.0

Simply add the user to the 'Full Access to Credit Policy State' group to enable editing of the 'Credit Insurance' fields that are otherwise read-only.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.