Partner Risk Insurance Security
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 14.0Makes 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.
Depends on
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: 2026-11-03Confirmation 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 14.0Usage
Source · Odoo 14.0Simply 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.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.