Dec 28 : [ADD] Initial Commit 'insurance_management_cybro'

insurance_management_cybro/README.rst

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+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg
+    :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+Insurance Management
+====================
+This module will used for Insurance Management & Operations.
+
+Configuration
+=============
+* No additional configurations needed
+
+Company
+-------
+* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
+
+License
+-------
+GNU Affero General Public License v3.0 (AGPL v3)
+(http://www.gnu.org/licenses/agpl-3.0-standalone.html)
+
+Credits
+-------
+* Developer: Niyas Raphy , Sreejith P
+            (V13) Nimisha Murali
+            (V14) Muhammed Nafih
+            (V15) Abhishek E T
+            (V17) Jumana Haseen,
+Contact: odoo@cybrosys.com
+
+Contacts
+--------
+* Mail Contact : odoo@cybrosys.com
+* Website : https://cybrosys.com
+
+Bug Tracker
+-----------
+Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
+
+Maintainer
+==========
+.. image:: https://cybrosys.com/images/logo.png
+   :target: https://cybrosys.com
+
+This module is maintained by Cybrosys Technologies.
+
+For support and more information, please visit `Our Website <https://cybrosys.com/>`__
+
+Further information
+===================
+HTML Description: `<static/description/index.html>`__

insurance_management_cybro/__init__.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from . import models

insurance_management_cybro/__manifest__.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+{
+    'name': 'Insurance Management',
+    'version': '17.0.1.0.0',
+    'category': 'Accounting',
+    'summary': """Insurance Management & Operations of the customers and manage
+     the insurance claims and the salary of agents with or without the 
+     commission.""",
+    'description': """Insurance Management and claims based on policies allows
+     the user to create insurance policies """,
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'maintainer': 'Cybrosys Techno Solutions',
+    'website': 'https://www.cybrosys.com',
+    'depends': ['account'],
+    'data': [
+        'security/ir.model.access.csv',
+        'data/payment_type_data.xml',
+        'data/insurance_details_data.xml',
+        'data/claim_details_data.xml',
+        'views/claim_details_views.xml',
+        'views/employee_details_views.xml',
+        'views/insurance_details_views.xml',
+        'views/policy_details_views.xml',
+        'views/insurance_management_menus.xml',
+        'views/policy_type_views.xml',
+        'views/payment_type_views.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'account/static/src/components/**/*',
+        ],
+    },
+    'images': ['static/description/banner.png'],
+    'license': 'AGPL-3',
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+}

insurance_management_cybro/data/claim_details_data.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!--    Adding sequence for claim details-->
+    <record id="claim_details_sequence" model="ir.sequence">
+        <field name="name">Claim Details</field>
+        <field name="code">claim.details</field>
+        <field name="prefix">CLM/</field>
+        <field name="padding">3</field>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

insurance_management_cybro/data/insurance_details_data.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+<!--    Adding sequence for insurance-->
+    <record id="insurance_details_sequence" model="ir.sequence">
+        <field name="name">Insurance Details</field>
+        <field name="code">insurance.details</field>
+        <field name="prefix">INS/</field>
+        <field name="padding">3</field>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

insurance_management_cybro/data/payment_type_data.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+    <record id ='payment_type_fixed' model="payment.type">
+        <field name="name">Fixed</field>
+    </record>
+    <record id = 'payment_type_installment' model="payment.type">
+        <field name="name">Installment</field>
+    </record>
+    </data>
+</odoo>

insurance_management_cybro/doc/RELEASE_NOTES.md

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+## Module <insurance_management_cybro>
+
+#### 12.12.2023
+#### Version 17.0.1.0.0
+#### ADD
+- Initial commit for Insurance Management

insurance_management_cybro/models/__init__.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from . import claim_details
+from . import account_move
+from . import employee_details
+from . import insurance_details
+from . import policy_details
+from . import policy_type
+from . import payment_type

insurance_management_cybro/models/account_move.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import models, fields
+
+
+class AccountMove(models.Model):
+    """This class inherits 'account.move' and added fields insurance_id
+     and claim_id"""
+    _inherit = 'account.move'
+
+    insurance_id = fields.Many2one('insurance.details',
+                                   string='Insurance',
+                                   help="Give the insurance details in invoice")
+    claim_id = fields.Many2one('claim.details', string='Insurance Claim',
+                               help="Give the claim details")

insurance_management_cybro/models/claim_details.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import api, fields, models, _
+
+
+class ClaimDetails(models.Model):
+    """This class creates a model 'claim.details' and added fields """
+    _name = 'claim.details'
+    _description = "Claim Details"
+
+    name = fields.Char(string='Name', copy=False,
+                       readonly=True, index=True, default=lambda self: _('New'),
+                       help="Sequence for claim details")
+    insurance_id = fields.Many2one('insurance.details', required=True,
+                                   domain=[('state', '=', 'confirmed')],
+                                   string="Insurance",
+                                   help="Confirmed orders can be selected")
+    partner_id = fields.Many2one(related='insurance_id.partner_id',
+                                 string='Customer',
+                                 help="Partner related to insurance")
+    policy_id = fields.Many2one(related='insurance_id.policy_id',
+                                string='Policy',
+                                help="Policy related to insurance")
+    employee_id = fields.Many2one(related='insurance_id.employee_id',
+                                  string='Agent',
+                                  help="Employee related to insurance")
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency', required=True,
+        default=lambda self: self.env.user.company_id.currency_id.id,
+        help="default currency")
+    amount = fields.Monetary(related='insurance_id.amount', string='Amount',
+                             help="Amount related to insurance")
+    date_claimed = fields.Date(
+        string='Date Applied', default=fields.Date.context_today,
+        help="Date of apply of claim details")
+    invoice_id = fields.Many2one('account.move', string='Invoiced',
+                                 readonly=True, copy=False,
+                                 help="Invoice related to the claim")
+    note_field = fields.Html(string='Comment', help="Related notes")
+
+    @api.model
+    def create(self, vals):
+        """Function to create sequence"""
+        if vals.get('name', 'New') == 'New':
+            vals['name'] = self.env['ir.sequence'].next_by_code(
+                'claim.details') or 'New'
+        return super(ClaimDetails, self).create(vals)
+
+    def action_create_bill(self):
+        """Function to create bill with corresponding details"""
+        if not self.invoice_id:
+            invoice_val = self.env['account.move'].sudo().create({
+                'move_type': 'in_invoice',
+                'invoice_date': fields.Date.context_today(self),
+                'partner_id': self.partner_id.id,
+                'invoice_user_id': self.env.user.id,
+                'claim_id': self.id,
+                'invoice_origin': self.name,
+                'invoice_line_ids': [(fields.Command.create({
+                    'name': 'Invoice For Insurance Claim',
+                    'quantity': 1,
+                    'price_unit': self.amount,
+                    'account_id': 41,
+                }))],
+            })
+            self.invoice_id = invoice_val

insurance_management_cybro/models/employee_details.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+import re
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError, ValidationError
+
+
+class EmployeeDetails(models.Model):
+    """This class creates a model 'employee.details' and added fields """
+    _name = 'employee.details'
+    _description = "Employee Details"
+
+    name = fields.Char(string='Name', required=True,
+                       help="Name of the employee")
+    user_id = fields.Many2one(
+        'res.users', string='Related User', copy=False,
+        help="Related user")
+    sex = fields.Selection(
+        [('male', 'Male'), ('female', 'Female'), ('others', 'Others')],
+        help="Select the sex of the employee")
+    phone = fields.Char(string='Phone Number', help="Phone number of employee",
+                        required=True)
+    salary_type = fields.Selection(
+        [('fixed', 'Fixed'), ('commission', 'Commission'), ('both', 'Both')],
+        default='fixed', required=True, help="Select the salary type")
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency', required=True,
+        default=lambda self: self.env.user.company_id.currency_id.id,
+        help="Select the currency")
+    base_salary = fields.Monetary(string='Base Salary',
+                                  help="Give the base salary of employee")
+    last_salary_date = fields.Date(string='Last Payment On', copy=False,
+                                   help="Last salary paid date")
+    insurance_ids = fields.One2many('insurance.details',
+                                    'employee_id',
+                                    string='Last Details', readonly=True,
+                                    help="Insurance details created "
+                                         "by employee")
+    note_field = fields.Html(string='Comment',
+                             help="Give notes,if any")
+    invoice_id = fields.Many2one(
+        'account.move', string='Last payment', copy=False,
+        readonly=True,
+        help="Invoice of last payment")
+
+    def action_salary_payment(self):
+        """This function raises a user error if state is draft and
+        user error when base salary is less
+        and creates invoice with corresponding details given"""
+        if self.invoice_id:
+            if self.invoice_id.state == 'draft':
+                raise UserError(_("You must validate the last payment made in "
+                                  "order to create a new payment"))
+        amount = 0.0
+        if self.salary_type == 'fixed':
+            amount = self.base_salary
+            if self.base_salary == 0.0:
+                raise UserError(_("Amount should be greater than zero"))
+        elif self.salary_type == 'commission':
+            for ins in self.insurance_ids:
+                if self.last_salary_date:
+                    if ins.start_date > self.last_salary_date:
+                        amount += (ins.commission_rate * ins.amount) / 100
+        else:
+            for ins in self.insurance_ids:
+                if self.last_salary_date:
+                    if ins.start_date > self.last_salary_date:
+                        amount += ((ins.commission_rate * ins.amount) / 100 +
+                                   self.base_salary)
+        invoice_date = self.env['account.move'].sudo().create({
+            'move_type': 'in_invoice',
+            'invoice_date': fields.Date.context_today(self),
+            'partner_id': self.user_id.partner_id.id,
+            'invoice_user_id': self.env.user.id,
+            'invoice_origin': self.name,
+            'invoice_line_ids': [(fields.Command.create({
+                'name': 'Invoice For Salary Payment',
+                'quantity': 1,
+                'price_unit': amount,
+                'account_id': 41,
+            }))],
+        })
+        self.sudo().write({
+            'invoice_id': invoice_date.id,
+            'last_salary_date': fields.Date.context_today(self),
+        })
+
+    @api.constrains('phone')
+    def check_phone(self):
+        """ Make sure phone contains only 10 digits """
+        for rec in self:
+            if not re.match('^[0-9]{10}$', rec.phone):
+                raise ValidationError(
+                    _('Phone number should contain exactly 10 digits and only '
+                      'numbers are allowed'))

insurance_management_cybro/models/insurance_details.py

@@ -0,0 +1,170 @@
+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import api, fields, models, _, Command
+from odoo.exceptions import UserError, ValidationError
+
+
+class InsuranceDetails(models.Model):
+    """This class creates a model 'insurance.details' and added fields """
+    _name = 'insurance.details'
+    _description = "Insurance Details"
+
+    name = fields.Char(
+        string='Name', required=True, copy=False, readonly=True, index=True,
+        default=lambda self: _('New'), help="Sequence of insurance created")
+    partner_id = fields.Many2one('res.partner', string='Customer',
+                                 required=True,
+                                 help="Partner related to insurance")
+    start_date = fields.Date(
+        string='Date Started', default=fields.Date.context_today, required=True,
+        help="Start date of insurance")
+    close_date = fields.Date(string='Date Closed', readonly=True,
+                             help="End date of insurance")
+    invoice_ids = fields.One2many('account.move', 'insurance_id',
+                                  string='Invoices', readonly=True,
+                                  help="Invoices related to insurance ")
+    employee_id = fields.Many2one(
+        'employee.details', string='Agent', required=True,
+        help="Agent related to the insurance")
+    commission_rate = fields.Float(string='Commission Percentage',
+                                   help="Give the commission rate of"
+                                        " insurance to the agent",)
+    policy_id = fields.Many2one(
+        'policy.details', string='Policy', required=True,
+        help="Select the policy details and the policy preferred")
+    payment_type = fields.Selection(
+        [('fixed', 'Fixed'), ('installment', 'Installment')],
+        required=True, default='fixed', help="Select the policy type")
+    policy_duration = fields.Integer(string='Duration in months', required=True,
+                                     help="Specify the policy duration to"
+                                          " which this policy exists")
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency', required=True,
+        default=lambda self: self.env.user.company_id.currency_id.id,
+        help="Give the currency")
+    amount = fields.Monetary(related='policy_id.amount', string='Amount',
+                             help="The amount for the policy based "
+                                  "on policy selected")
+    amount_installment = fields.Monetary(string="Installment Amount",
+                                         compute="_compute_amount",
+                                         required=True,
+                                         help="Give the installment"
+                                              " amount for the policy")
+    amount_remaining = fields.Monetary(string='Amount remaining',
+                                       compute='_compute_amount_remaining')
+    state = fields.Selection(
+        [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('closed', 'Closed')],
+        required=True, default='draft',
+        help="State of insurance")
+    hide_inv_button = fields.Boolean(copy=False)
+    note_field = fields.Html(string='Comment', help="Give the notes")
+    policy_number = fields.Integer(string="Policy Number", required=True,
+                                   help="Policy number is a unique number that"
+                                        "an insurance company uses to identify"
+                                        "you as a policyholder")
+
+    @api.depends('amount', 'policy_duration')
+    def _compute_amount(self):
+        for record in self:
+            if record.policy_duration != 0:
+                record.amount_installment = (
+                        record.amount / record.policy_duration)
+            else:
+                record.amount_installment = 0.0
+
+    @api.depends('amount', 'amount_installment', 'invoice_ids.amount_total')
+    def _compute_amount_remaining(self):
+        for record in self:
+            total_invoice_amount = sum(
+                record.invoice_ids.mapped('amount_total'))
+            total_amount = record.amount
+            record.amount_remaining = total_amount - total_invoice_amount
+
+    @api.constrains('commission_rate')
+    def _check_commission_rate(self):
+        """This function defines a constraint that ensures the '
+        commission_rate' attribute of objects meets certain criteria.
+        If any object violates the constraint by having a 'commission_rate'
+         that falls outside the range of 1 to 100, a validation error
+          is raised, """
+        if self.filtered(
+                lambda reward: (
+                        reward.commission_rate < 0 or reward.commission_rate >
+                        100)):
+            raise ValidationError(
+                _('Commission Percentage should be between 1-100'))
+
+    @api.constrains('policy_number')
+    def _check_policy_number(self):
+        """This function checks if policy number is not added,validation error
+        occurs"""
+        if not self.policy_number:
+            raise ValidationError(
+                _('Please add the policy number'))
+
+    def action_confirm_insurance(self):
+        """This function creates a validation error if amount not
+         greater than zero"""
+        if self.amount > 0:
+            self.state = 'confirmed'
+            self.hide_inv_button = True
+        else:
+            raise UserError(_("Amount should be greater than zero"))
+
+    def action_create_invoice(self):
+        """Function to create invoice with corresponding details"""
+        if self.payment_type == 'fixed':
+            self.hide_inv_button = False
+
+        created_invoice = self.env['account.move'].sudo().create({
+            'move_type': 'out_invoice',
+            'invoice_date': fields.Date.context_today(self),
+            'partner_id': self.partner_id.id,
+            'invoice_user_id': self.env.user.id,
+            'invoice_origin': self.name,
+            'invoice_line_ids': [(fields.Command.create({
+                'name': 'Invoice For Insurance',
+                'quantity': 1,
+                'price_unit': self.amount if self.payment_type == 'fixed' else
+                self.amount_installment,
+                'account_id': 41,
+            }))],
+        })
+        self.write({'invoice_ids': [Command.link(created_invoice.id)]})
+
+    def action_close_insurance(self):
+        """Function on button to close the paid invoices or else raise
+        user error"""
+        for records in self.invoice_ids:
+            if records.state == 'paid':
+                raise UserError(_("All invoices must be paid"))
+        self.state = 'closed'
+        self.close_date = fields.Date.context_today(self)
+        self.hide_inv_button = False
+
+    @api.model
+    def create(self, vals):
+        """Function to create sequence"""
+        if vals.get('name', 'New') == 'New':
+            vals['name'] = self.env['ir.sequence'].next_by_code(
+                'insurance.details') or 'New'
+        return super(InsuranceDetails, self).create(vals)

insurance_management_cybro/models/payment_type.py

@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import fields, models
+
+
+class PaymentType(models.Model):
+    _name = 'payment.type'
+    _description = 'Payment Type'
+
+    name = fields.Char(string="Payment Type",
+                              help="Select the policy type")

insurance_management_cybro/models/policy_details.py

@@ -0,0 +1,43 @@
+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import fields, models
+
+
+class PolicyDetails(models.Model):
+    """This class creates a model 'policy.details' and added fields """
+    _name = 'policy.details'
+    _description = "Policy Details"
+
+    name = fields.Char(string='Name', required=True,
+                       help="Give the policy name")
+    policy_type_id = fields.Many2one(
+        'policy.type', string='Policy Type', required=True,
+        help="Select the policy type")
+    payment_type_ids = fields.Many2many('payment.type',
+                                        help="Select the policy types")
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency', required=True,
+        default=lambda self: self.env.user.company_id.currency_id.id,
+        help="Select the currency")
+    amount = fields.Monetary(string='Amount', required=True,
+                             help="Give the amount for the policy")
+    note_field = fields.Html(string='Comment', help="Specify the comments")

insurance_management_cybro/models/policy_type.py

@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import fields, models
+
+
+class PolicyType(models.Model):
+    """This class creates a model 'policy.type' and added fields """
+    _name = 'policy.type'
+    _description = "Policy Type"
+
+    name = fields.Char(string='Name', help="Give the policy type")

insurance_management_cybro/security/ir.model.access.csv

@@ -0,0 +1,7 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_claim_details_user,claim.details.user,model_claim_details,base.group_user,1,1,1,1
+access_employee_details_user,employee.details.user,model_employee_details,base.group_user,1,1,1,1
+access_insurance_details_user,insurance.details.user,model_insurance_details,base.group_user,1,1,1,1
+access_policy_details_user,policy.details.user,model_policy_details,base.group_user,1,1,1,1
+access_policy_type_user,policy.type.user,model_policy_type,base.group_user,1,1,1,1
+access_payment_type_user,payment.type.user,model_payment_type,base.group_user,1,1,1,1

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+</svg>

insurance_management_cybro/static/src/components/account_move_form/account_move_form.js

@@ -0,0 +1,75 @@
+/** @odoo-module **/
+
+import { registry } from "@web/core/registry";
+import { createElement, append } from "@web/core/utils/xml";
+import { Notebook } from "@web/core/notebook/notebook";
+import { formView } from "@web/views/form/form_view";
+import { FormCompiler } from "@web/views/form/form_compiler";
+import { FormRenderer } from "@web/views/form/form_renderer";
+import { FormController } from '@web/views/form/form_controller';
+import { useService } from "@web/core/utils/hooks";
+
+export class AccountMoveController extends FormController {
+    setup() {
+        super.setup();
+        this.account_move_service = useService("account_move");
+    }
+
+    async deleteRecord() {
+        if ( !await this.account_move_service.addDeletionDialog(this, this.model.root.resId)) {
+            return super.deleteRecord(...arguments);
+        }
+    }
+};
+
+export class AccountMoveFormNotebook extends Notebook {
+    async changeTabTo(page_id) {
+        if (this.props.onBeforeTabSwitch) {
+            await this.props.onBeforeTabSwitch(page_id);
+        }
+        this.state.currentPage = page_id;
+    }
+}
+AccountMoveFormNotebook.template = "account.AccountMoveFormNotebook";
+AccountMoveFormNotebook.props = {
+    ...Notebook.props,
+    onBeforeTabSwitch: { type: Function, optional: true },
+}
+export class AccountMoveFormRenderer extends FormRenderer {
+    async saveBeforeTabChange() {
+        if (this.props.record.isInEdition && await this.props.record.isDirty()) {
+            const contentEl = document.querySelector('.o_content');
+            const scrollPos = contentEl.scrollTop;
+            await this.props.record.save();
+            if (scrollPos) {
+                contentEl.scrollTop = scrollPos;
+            }
+        }
+    }
+}
+AccountMoveFormRenderer.components = {
+    ...FormRenderer.components,
+    AccountMoveFormNotebook: AccountMoveFormNotebook,
+}
+export class AccountMoveFormCompiler extends FormCompiler {
+    compileNotebook(el, params) {
+        const originalNoteBook = super.compileNotebook(...arguments);
+        const noteBook = createElement("AccountMoveFormNotebook");
+        for (const attr of originalNoteBook.attributes) {
+            noteBook.setAttribute(attr.name, attr.value);
+        }
+        noteBook.setAttribute("onBeforeTabSwitch", "() => __comp__.saveBeforeTabChange()");
+        const slots = originalNoteBook.childNodes;
+        append(noteBook, [...slots]);
+        return noteBook;
+    }
+}
+
+export const AccountMoveFormView = {
+    ...formView,
+    Renderer: AccountMoveFormRenderer,
+    Compiler: AccountMoveFormCompiler,
+    Controller: AccountMoveController,
+};
+
+registry.category("views").add("account_move_form", AccountMoveFormView);

insurance_management_cybro/static/src/components/account_move_form/account_move_form_notebook.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<templates xml:space="preserve">
+    <t t-name="account.AccountMoveFormNotebook" t-inherit="web.Notebook" t-inherit-mode="primary">
+        <xpath expr="//a[@class='nav-link']" position="attributes">
+            <attribute name="t-on-click.prevent">() => this.changeTabTo(navItem[0])</attribute>
+        </xpath>
+    </t>
+</templates>

insurance_management_cybro/views/claim_details_views.xml

@@ -0,0 +1,86 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+<!--    Form view for claim details-->
+    <record id="claim_details_view_form" model="ir.ui.view">
+        <field name="name">claim.details.view.form</field>
+        <field name="model">claim.details</field>
+        <field name="arch" type="xml">
+            <form string="Claim Details Form">
+                <header>
+                    <button name="action_create_bill" string="Create Bill" type="object" class="oe_highlight"
+                            invisible="invoice_id != False"/>
+               </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="insurance_id" options="{'no_create': True}"/>
+                            <field name="partner_id"/>
+                            <field name="policy_id"/>
+                            <field name="employee_id"/>
+                        </group>
+                        <group>
+                            <field name="date_claimed"/>
+                            <field name="currency_id" invisible="1"/>
+                            <field name="amount"/>
+                            <field name="invoice_id"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Extra Notes">
+                            <field name="note_field"/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+<!--    Tree view for claim details-->
+    <record id="claim_details_view_tree" model="ir.ui.view">
+        <field name="name">claim.details.view.tree</field>
+        <field name="model">claim.details</field>
+        <field name="arch" type="xml">
+            <tree string="Claim Details Tree">
+                <field name="name"/>
+                <field name="insurance_id"/>
+                <field name="partner_id"/>
+                <field name="policy_id"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="amount"/>
+            </tree>
+        </field>
+    </record>
+<!--    Search view for claim details-->
+     <record id="claim_details_view_search" model="ir.ui.view">
+            <field name="name">claim.details.view.search</field>
+            <field name="model">claim.details</field>
+            <field eval="16" name="priority"/>
+            <field name="arch" type="xml">
+                <search string="Search claims">
+                    <field name="name" string="Journal Item" filter_domain="[
+                        '|', '|', '|',
+                        ('name', 'ilike', self), ('insurance_id', 'ilike', self), ('partner_id', 'ilike', self), ('policy_id', 'ilike', self)]"/>
+                    <field name="name"/>
+                     <field name="name"/>
+                <field name="insurance_id"/>
+                <field name="partner_id"/>
+                <field name="policy_id"/>
+                </search>
+            </field>
+     </record>
+<!--    Action for claim details-->
+    <record id="claim_details_action" model="ir.actions.act_window">
+        <field name="name">Claim Management</field>
+        <field name="res_model">claim.details</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="oe_view_nocontent_create">
+                You haven't created any claims yet.
+            </p>
+        </field>
+    </record>
+</odoo>

insurance_management_cybro/views/employee_details_views.xml

@@ -0,0 +1,88 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--    Form view for employee details-->
+    <record id="employee_details_view_form" model="ir.ui.view">
+        <field name="name">employee.details.view.form</field>
+        <field name="model">employee.details</field>
+        <field name="arch" type="xml">
+            <form string="Employee Details Form">
+                <header>
+                    <button name="action_salary_payment" string="Salary Payment"
+                            type="object"
+                            invisible="user_id==False" class="oe_highlight"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="phone"/>
+                            <field name="salary_type"/>
+                            <field name="currency_id" invisible="1"/>
+                            <field name="base_salary" invisible="salary_type=='commission'"/>
+                        </group>
+                        <group>
+                            <field name="sex"/>
+                            <field name="last_salary_date"/>
+                            <field name="user_id"/>
+                            <field name="invoice_id"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Insurance details">
+                            <field name="insurance_ids"/>
+                        </page>
+                        <page string="Extra Notes">
+                            <field name="note_field"/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+    <!--    Tree view for employee details-->
+    <record id="employee_details_view_tree" model="ir.ui.view">
+        <field name="name">employee.details.view.tree</field>
+        <field name="model">employee.details</field>
+        <field name="arch" type="xml">
+            <tree string="Employee Details Tree">
+                <field name="name"/>
+                <field name="phone"/>
+                <field name="salary_type"/>
+                <field name="sex"/>
+                <field name="last_salary_date"/>
+            </tree>
+        </field>
+    </record>
+    <!--    Action for employee details-->
+    <record id="employee_details_action" model="ir.actions.act_window">
+        <field name="name">Employee Management</field>
+        <field name="res_model">employee.details</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="oe_view_nocontent_create">
+                You haven't created any employee yet.
+            </p>
+        </field>
+    </record>
+    <!--    Search view for employee details-->
+    <record id="employee_details_view_search" model="ir.ui.view">
+        <field name="name">employee.details.view.search</field>
+        <field name="model">employee.details</field>
+        <field eval="16" name="priority"/>
+        <field name="arch" type="xml">
+            <search string="Search claims">
+                <field name="name" string="Journal Item" filter_domain="[
+                        '|', '|', '|',
+                        ('name', 'ilike', self), ('salary_type', 'ilike', self), ('user_id', 'ilike', self), ('sex', 'ilike', self)]"/>
+                <field name="name"/>
+                <field name="salary_type"/>
+                <field name="sex"/>
+                <field name="user_id"/>
+            </search>
+        </field>
+    </record>
+</odoo>

insurance_management_cybro/views/insurance_details_views.xml

@@ -0,0 +1,107 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--    Form view for insurance details-->
+    <record id="insurance_details_view_form" model="ir.ui.view">
+        <field name="name">insurance.details.view.form</field>
+        <field name="model">insurance.details</field>
+        <field name="arch" type="xml">
+            <form string="Insurance Details Form">
+                <header>
+                    <button name="action_confirm_insurance" string="Confirm"
+                            type="object"
+                            invisible="state !='draft'" class="oe_highlight"/>
+                    <button name="action_create_invoice" string="Create Invoice"
+                            type="object" class="oe_highlight"
+                            invisible="hide_inv_button != True"/>
+                    <button name="action_close_insurance" string="Close"
+                            type="object"
+                            invisible="state !='confirmed'"
+                            class="oe_highlight"/>
+                    <field name="state" widget="statusbar"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_id"/>
+                            <field name="policy_id"/>
+                            <field name="payment_type"/>
+                            <field name="amount_installment"
+                                   invisible="payment_type == 'fixed'"/>
+                            <field name="amount_remaining"
+                                   invisible="payment_type == 'fixed'"/>
+                            <field name="policy_duration"/>
+                            <field name="policy_number"/>
+                            <field name="employee_id"/>
+                            <field name="commission_rate"/>
+                            <field name="hide_inv_button" invisible="1"/>
+                        </group>
+                        <group>
+                            <field name="start_date"/>
+                            <field name="close_date"/>
+                            <field name="currency_id" invisible="1"/>
+                            <field name="amount"/>
+
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Invoices">
+                            <field name="invoice_ids"/>
+                        </page>
+                        <page string="Extra Notes">
+                            <field name="note_field"/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+    <!--    Tree view for Insurance details-->
+    <record id="insurance_details_view_tree" model="ir.ui.view">
+        <field name="name">insurance.details.view.tree</field>
+        <field name="model">insurance.details</field>
+        <field name="arch" type="xml">
+            <tree string="Insurance Details Tree">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="policy_id"/>
+                <field name="employee_id"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="amount"/>
+                <field name="state"/>
+            </tree>
+        </field>
+    </record>
+    <!--    Action for insurance details-->
+    <record id="insurance_details_action" model="ir.actions.act_window">
+        <field name="name">Insurance Management</field>
+        <field name="res_model">insurance.details</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="oe_view_nocontent_create">
+                You haven't created any insurance yet.
+            </p>
+        </field>
+    </record>
+    <!--    Search view for insurance details-->
+    <record id="insurance_details_view_search" model="ir.ui.view">
+        <field name="name">insurance.details.view.search</field>
+        <field name="model">insurance.details</field>
+        <field eval="16" name="priority"/>
+        <field name="arch" type="xml">
+            <search string="Search claims">
+                <field name="name" string="Journal Item" filter_domain="[
+                        '|', '|', '|',
+                        ('name', 'ilike', self), ('partner_id', 'ilike', self), ('policy_id', 'ilike', self), ('state', 'ilike', self)]"/>
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="policy_id"/>
+                <field name="state"/>
+            </search>
+        </field>
+    </record>
+</odoo>

insurance_management_cybro/views/insurance_management_menus.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--    Menu item for Parent insurance menu-->
+    <menuitem id="insurance_management_menu_root" name="Insurance" sequence="5"
+              web_icon="insurance_management_cybro,static/description/icon.png"/>
+    <!--    Menu item for Insurance Management-->
+    <menuitem id="insurance_management_menu_insurance_management"
+              name="Insurance Management"
+              parent="insurance_management_menu_root" sequence="10"/>
+    <!--    Menu item for Insurance -->
+    <menuitem id="insurance_details_menu_action" name="Insurance"
+              parent="insurance_management_menu_insurance_management"
+              action="insurance_details_action" sequence="10"/>
+    <!--   Parent Menu item for Claims -->
+    <menuitem id="claim_details_menu_action" name="Claims"
+              parent="insurance_management_menu_insurance_management"
+              action="claim_details_action" sequence="20"/>
+    <!--  Parent Menu item for Agent -->
+    <menuitem id="insurance_management_menu_agent" name="Agent"
+              parent="insurance_management_menu_root" sequence="20"/>
+    <!--  Menu item for Agent -->
+    <menuitem id="employee_details_menu_action" name="Agent"
+              parent="insurance_management_menu_agent"
+              action="employee_details_action" sequence="10"/>
+    <!--  Parent Menu item for Configuration -->
+    <menuitem id="insurance_management_menu_configuration" name="Configuration"
+              parent="insurance_management_menu_root"
+              sequence="30"/>
+    <!--  Parent Menu item for Policy -->
+    <menuitem id="policy_details_menu_action" name="Policy"
+              parent="insurance_management_menu_configuration"
+              action="policy_details_action" sequence="10"/>
+    <!--  Parent Menu item for Customers -->
+    <menuitem id="res_partner_customer_menu_action" name="Customers"
+              parent="insurance_management_menu_configuration"
+              action="base.action_partner_customer_form" sequence="20"/>
+</odoo>

insurance_management_cybro/views/payment_type_views.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="view_payment_type_form" model="ir.ui.view">
+        <field name="name">payment.type.form</field>
+        <field name="model">payment.type</field>
+        <field name="arch" type="xml">
+            <form>
+                <group>
+                    <field name="name" options="{'no_create': True}"
+                           readonly="'id', '!=', False"/>
+                </group>
+            </form>
+        </field>
+    </record>
+    <record id="view_payment_type_tree" model="ir.ui.view">
+        <field name="name">payment.type.tree</field>
+        <field name="model">payment.type</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+            </tree>
+        </field>
+    </record>
+    <record id="action_payment_type" model="ir.actions.act_window">
+        <field name="name">Payment Type</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">payment.type</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+    <!--        &lt;!&ndash; Define the action (view) for the menu-->
+    <!-- Attach the action to the menu -->
+    <menuitem id="payment_type_menu_action" name="Payment Type"
+              parent="insurance_management_menu_configuration"
+              action="action_payment_type"/>
+</odoo>

insurance_management_cybro/views/policy_details_views.xml

@@ -0,0 +1,60 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--    Form view for policy details-->
+    <record id="policy_details_view_form" model="ir.ui.view">
+        <field name="name">policy.details.view.form</field>
+        <field name="model">policy.details</field>
+        <field name="arch" type="xml">
+            <form string="Policy Details Form">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="policy_type_id"/>
+                        </group>
+                        <group>
+                            <field name="payment_type_ids"
+                                   widget="many2many_tags"
+                                   options="{'no_create': True}"/>
+                            <field name="currency_id" invisible="1"/>
+                            <field name="amount"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Extra Notes">
+                            <field name="note_field"/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+    <!--    Tree view for policy details-->
+    <record id="policy_details_view_tree" model="ir.ui.view">
+        <field name="name">policy.details.view.tree</field>
+        <field name="model">policy.details</field>
+        <field name="arch" type="xml">
+            <tree string="Policy Details Tree">
+                <field name="name"/>
+                <field name="policy_type_id"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="amount"/>
+            </tree>
+        </field>
+    </record>
+    <!--    Action for policy details-->
+    <record id="policy_details_action" model="ir.actions.act_window">
+        <field name="name">Policy Management</field>
+        <field name="res_model">policy.details</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="oe_view_nocontent_create">
+                You haven't created any policy yet.
+            </p>
+        </field>
+    </record>
+</odoo>

insurance_management_cybro/views/policy_type_views.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--    Form view for policy types-->
+    <record id="policy_type_view_form" model="ir.ui.view">
+        <field name="name">policy.type.view.form</field>
+        <field name="model">policy.type</field>
+        <field name="arch" type="xml">
+            <form string="Policy Type">
+                <sheet>
+                    <group colspan="1" col="4" name="main">
+                        <field name="name"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+    <!--    Tree view for policy types-->
+    <record id="policy_type_view_tree" model="ir.ui.view">
+        <field name="name">policy.type.view.tree</field>
+        <field name="model">policy.type</field>
+        <field name="arch" type="xml">
+            <tree string="Policy Type Tree">
+                <field name="name"/>
+            </tree>
+        </field>
+    </record>
+    <!--    Action for policy types-->
+    <record id="policy_type_action" model="ir.actions.act_window">
+        <field name="name">Policy Types</field>
+        <field name="res_model">policy.type</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="oe_view_nocontent_create">
+                You haven't created any policy yet.
+            </p>
+        </field>
+    </record>
+    <!--  Parent Menu item for Policy  type-->
+    <menuitem id="policy_type_menu_action" name="Policy Type"
+              parent="insurance_management_menu_configuration"
+              action="policy_type_action" sequence="50"/>
+</odoo>