Initial Commit

insurance_management_cybro/__init__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+import models

insurance_management_cybro/__manifest__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+{
+    'name': 'Insurance Management',
+    'version': '10.0.1.0.0',
+    'summary': """Insurance Management""",
+    'description': """Insurance Management""",
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'website': 'http://www.cybrosys.com',
+    'category': 'Extra Tools',
+    'depends': ['base', 'account'],
+    'license': 'LGPL-3',
+    'data': [
+        'views/insurance_details.xml',
+        'views/claim_details.xml',
+        'views/employee_details.xml',
+        'views/policy_management.xml',
+        'views/insurance_sequence.xml',
+        'views/insurance_management.xml',
+    ],
+    'demo': [],
+    'images': ['static/description/banner.jpg'],
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+}

insurance_management_cybro/models/__init__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import insurance_model
+import claim_details
+import employee_details
+import policy_details

insurance_management_cybro/models/claim_details.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+from odoo import models, fields, api, _
+
+
+class ClaimDetails(models.Model):
+    _name = 'claim.details'
+
+    name = fields.Char(string='Name', required=True, copy=False, readonly=True, index=True,
+                       default=lambda self: _('New'))
+    name_2 = fields.Char(string='Name 2', required=True, copy=False, readonly=True, index=True,
+                         default=lambda self: _('New'))
+    insurance_id = fields.Many2one('insurance.details', required=True)
+    partner_id = fields.Many2one(related='insurance_id.partner_id', string='Customer', readonly=True)
+    policy_id = fields.Many2one(related='insurance_id.policy_id', string='Policy', readonly=True)
+    employee_id = fields.Many2one(related='insurance_id.employee_id', string='Agent', readonly=True)
+    amount = fields.Float(related='insurance_id.amount', string='Amount')
+    date_claimed = fields.Datetime(string='Date Applied', default=fields.Date.today())
+    invoice_id = fields.Many2one('account.invoice', string='Invoiced', readonly=True, copy=False)
+    note_field = fields.Html(string='Comment')
+
+    @api.model
+    def create(self, vals):
+        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)
+
+    @api.multi
+    def create_invoice(self):
+        if not self.invoice_id:
+            invoice_val = self.env['account.invoice'].create({
+                                'type': 'in_invoice',
+                                'partner_id': self.partner_id.id,
+                                'user_id': self.env.user.id,
+                                'claim_id': self.id,
+                                'origin': self.name,
+                                'invoice_line_ids': [(0, 0, {
+                                    '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) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+
+class EmployeeDetails(models.Model):
+    _name = 'employee.details'
+
+    name = fields.Char(string='Name', required=True)
+    related_partner = fields.Many2one('res.users', string='Related User', copy=False)
+    sex = fields.Selection([('male', 'Male'), ('female', 'Female')])
+    phone = fields.Float(string='Phone Number', size=15, digits=(15, 0))
+    salary_type = fields.Selection([('fixed', 'Fixed'), ('commission', 'Commission'), ('both', 'Both')],
+                                   default='commission', required=True)
+    base_salary = fields.Integer(string='Base Salary')
+    last_salary = fields.Datetime(string='Last Payment On', copy=False)
+    insurance_ids = fields.One2many('insurance.details', 'employee_id', string='Last Payment On', readonly=True)
+    note_field = fields.Html(string='Comment')
+    invoice_id = fields.Many2one('account.invoice', string='Last payment', copy=False, readonly=True)
+
+    @api.multi
+    def salary_payment(self):
+        if self.invoice_id:
+            if self.invoice_id.state == 'draft':
+                raise UserError(_("You Must validate last payment made in order to create a new payment"))
+        amount = 0
+        if self.salary_type == 'fixed':
+            amount = self.base_salary
+        elif self.salary_type == 'commission':
+            for ins in self.insurance_ids:
+                if self.last_salary:
+                    if ins.date_start > self.last_salary:
+                        amount += (ins.commission_rate * ins.amount)/100
+        else:
+            amount = self.base_salary
+            for ins in self.insurance_ids:
+                if ins.date_start > self.last_salary:
+                    amount += (ins.commission_rate * ins.amount) / 100
+
+        if amount == 0:
+            raise UserError(_("Amount should be greater than zero"))
+        invoice_date = self.env['account.invoice'].create({
+            'type': 'in_invoice',
+            'partner_id': self.related_partner.partner_id.id,
+            'user_id': self.env.user.id,
+            'claim_id': self.id,
+            'origin': self.name,
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Invoice For Insurance Claim',
+                'quantity': 1,
+                'price_unit': amount,
+                'account_id': 41,
+            })],
+        })
+        self.invoice_id = invoice_date.id
+        self.last_salary = fields.Date.today()

insurance_management_cybro/models/insurance_model.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+
+class InsuranceDetails(models.Model):
+    _name = 'insurance.details'
+
+    name = fields.Char(string='Name', required=True, copy=False, readonly=True, index=True,
+                       default=lambda self: _('New'))
+    partner_id = fields.Many2one('res.partner', string='Customer', required=True)
+    date_start = fields.Datetime(string='Date Started', default=fields.Date.today(), required=True)
+    close_date = fields.Datetime(string='Date Closed')
+    invoice_ids = fields.One2many('account.invoice', 'insurance_id', string='Invoices', readonly=True)
+    employee_id = fields.Many2one('employee.details', string='Agent', required=True)
+    commission_rate = fields.Float(string='Commission Percentage')
+    policy_id = fields.Many2one('policy.details', string='Policy', required=True)
+    amount = fields.Float(related='policy_id.amount', string='Amount')
+    state = fields.Selection([('draft', 'Draft'), ('confirmed', 'Confirmed'), ('closed', 'Closed')],
+                             required=True, default='draft')
+    hide_inv_button = fields.Boolean(copy=False)
+    note_field = fields.Html(string='Comment')
+
+    @api.multi
+    def confirm_insurance(self):
+        if self.amount > 0:
+            self.state = 'confirmed'
+            self.hide_inv_button = True
+        else:
+            raise UserError(_("Amount should be Greater than Zero"))
+
+    @api.multi
+    def create_invoice(self):
+        self.env['account.invoice'].create({
+            'type': 'out_invoice',
+            'partner_id': self.partner_id.id,
+            'user_id': self.env.user.id,
+            'insurance_id': self.id,
+            'origin': self.name,
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Invoice For Insurance',
+                'quantity': 1,
+                'price_unit': self.amount,
+                'account_id': 41,
+            })],
+        })
+        if self.policy_id.payment_type == 'fixed':
+            self.hide_inv_button = False
+
+    @api.multi
+    def close_insurance(self):
+        for records in self.invoice_ids:
+            if records.state == 'paid':
+                raise UserError(_("All invoices must be Paid"))
+        self.state = 'closed'
+        self.hide_inv_button = False
+
+    @api.model
+    def create(self, vals):
+        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)
+
+
+class AccountInvoiceRelate(models.Model):
+    _inherit = 'account.invoice'
+
+    insurance_id = fields.Many2one('insurance.details', string='Insurance')
+    claim_id = fields.Many2one('claim.details', string='Insurance')

insurance_management_cybro/models/policy_details.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+from odoo import models, fields
+
+
+class PolicyDetails(models.Model):
+    _name = 'policy.details'
+
+    name = fields.Char(string='Name', required=True)
+    policy_type = fields.Many2one('policy.type', string='Policy Type', required=True)
+    payment_type = fields.Selection([('fixed', 'Fixed'), ('installment', 'Installment')],
+                                    required=True, default='fixed')
+    amount = fields.Float(string='Amount', required=True)
+    policy_duration = fields.Integer(string='Duration in Days', required=True)
+    note_field = fields.Html(string='Comment')
+
+
+class PolicyType(models.Model):
+    _name = 'policy.type'
+
+    name = fields.Char(string='Name')

insurance_management_cybro/static/description/index.html

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+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan">Insurance Management</h2>
+        <h3 class="oe_slogan">Manage Insurance Business easily</h3>
+        <h4 class="oe_slogan">Author : Cybrosys Techno Solutions , www.cybrosys.com</h4>
+        <div>
+            <h4><p>Features:</p></h4>
+            <ul>
+                <li style="list-style:none !important;"><span style="color:green;"> &#9745;</span>&nbsp;&nbsp; Create insurance policies for customers.</li>
+                <li style="list-style:none !important;"><span style="color:green;"> &#9745;</span>&nbsp;&nbsp; Manage insurance claims and details.</li>
+                <li style="list-style:none !important;"><span style="color:green;"> &#9745;</span>&nbsp;&nbsp; Manage agents salary and commission.</li>
+                <li style="list-style:none !important;"><span style="color:green;"> &#9745;</span>&nbsp;&nbsp; Create accounting entries for all details.</li>
+            </ul>
+        </div>
+     </div>
+</section>
+
+<section class="oe_container oe_dark">
+     <div class="oe_row oe_spaced">
+        <h3 class="oe_slogan">Insurance Management System</h3>
+        <div class="oe_row oe_spaced">
+            <div class="oe_span12">
+                <div class="oe_row_img oe_centered">
+                    <img class="oe_picture oe_screenshot" src="insurance_1.png">
+                </div>
+            </div>
+            <div class="oe_span12">
+                <p class="oe_mt32">
+                    Create insurance policies for customers</p>
+                <p>
+                    Option to create multiple or single insurance based on policy</p>
+                <p>
+                    Monitor payment details
+                </p>
+            </div>
+
+        </div>
+     </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h3 class="oe_slogan">Claims Management System</h3>
+        <div class="oe_row oe_spaced">
+            <div class="oe_span12">
+                <div class="oe_row_img oe_centered">
+                    <img class="oe_picture oe_screenshot" src="insurance_2.png">
+                </div>
+            </div>
+            <div class="oe_span12">
+                <p class="oe_mt32">
+                    Create and manage customer claims for the insurances
+                    </p><p>
+                    Create payment from the same form
+                </p>
+            </div>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span6">
+            <div class="oe_demo oe_picture oe_screenshot">
+               <img src="insurance_3.png">
+            </div>
+            <p class="oe_mt32">
+                <p>
+                    Create agent details
+        </p>
+            <p>
+                    Automated creation of salary or commission
+            </p>
+            <p>
+                    Manage payment details
+            </p>
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h3 class="oe_slogan">Create Policy</h3>
+        <div class="oe_span12">
+            <div class="oe_row_img oe_centered">
+                <img class="oe_picture oe_screenshot" src="insurance_4.png">
+            </div>
+        </div>
+        <div class="oe_span12">
+            <p class="oe_mt32">
+               Create All types of policies from here
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span6">
+            <div class="oe_demo oe_picture oe_screenshot">
+               <img src="insurance_5.png">
+            </div>
+            <p class="oe_mt32">
+                <p>
+                    Customer Details form
+                </p>
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container">
+        <h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2>
+        <div class="oe_slogan" style="margin-top:10px !important;">
+            <div>
+                <a  class="btn btn-primary btn-lg mt8"
+                style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i
+                class="fa fa-envelope"></i> Email </a> <a
+                class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+                href="https://www.cybrosys.com/contact/"><i
+                class="fa fa-phone"></i> Contact Us </a> <a
+                class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+                href="https://www.cybrosys.com/odoo-customization-and-installation/"><i
+                class="fa fa-check-square"></i> Request Customization </a>
+            </div>
+            <br>
+            <img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block">
+            <div>
+              <a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td>
+              <a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td>
+              <a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td>
+              <a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td>
+              <a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td>
+            </div>
+        </div>
+</section>

insurance_management_cybro/views/claim_details.xml

@@ -0,0 +1,68 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="claim_details_form" model="ir.ui.view">
+            <field name="name">Claim Details</field>
+            <field name="model">claim.details</field>
+            <field name="arch" type="xml">
+                <form string="Claim Details Form">
+                    <header>
+                        <button name="create_invoice" string="Create Invoice" type="object" class="oe_highlight"
+                                attrs="{'invisible': [('invoice_id', '!=', False)]}"/>
+                   </header>
+                    <sheet>
+                        <div class="oe_title">
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                        </div>
+                        <group>
+                            <group>
+                                <field name="insurance_id"/>
+                                <field name="partner_id"/>
+                                <field name="policy_id"/>
+                                <field name="employee_id"/>
+                            </group>
+                            <group>
+                                <field name="date_claimed"/>
+                                <field name="amount"/>
+                                <field name="invoice_id"/>
+                            </group>
+                        </group>
+                        <notebook>
+                            <page string="Extra Notes">
+                                <field name="note_field"/>
+                            </page>
+                        </notebook>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record id="claim_details_tree" model="ir.ui.view">
+            <field name="name">Claim Details</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="amount"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="action_claim_management" model="ir.actions.act_window">
+            <field name="name">Claim Management</field>
+            <field name="res_model">claim.details</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    You have'nt created any claims yet.
+                </p>
+            </field>
+        </record>
+    </data>
+</odoo>

insurance_management_cybro/views/employee_details.xml

@@ -0,0 +1,69 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="employee_details_form" model="ir.ui.view">
+            <field name="name">Employee Details</field>
+            <field name="model">employee.details</field>
+            <field name="arch" type="xml">
+                <form string="Employee Details Form">
+                    <header>
+                       <button name="salary_payment" string="Salary Payment" type="object"
+                               attrs="{'invisible': [('related_partner', '=', 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="base_salary"/>
+                            </group>
+                            <group>
+                                <field name="sex"/>
+                                <field name="last_salary"/>
+                                <field name="related_partner"/>
+                                <field name="invoice_id"/>
+                            </group>
+                        </group>
+                        <notebook>
+                            <page string="Insurance_ids">
+                                <field name="insurance_ids"/>
+                            </page>
+                            <page string="Extra Notes">
+                                <field name="note_field"/>
+                            </page>
+                        </notebook>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+        <record id="employee_details_tree" model="ir.ui.view">
+            <field name="name">Employee Details</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"/>
+                </tree>
+            </field>
+        </record>
+        <record id="action_employee_management" model="ir.actions.act_window">
+            <field name="name">Employee Management</field>
+            <field name="res_model">employee.details</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    You have'nt created any employee yet.
+                </p>
+            </field>
+        </record>
+    </data>
+</odoo>

insurance_management_cybro/views/insurance_details.xml

@@ -0,0 +1,76 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="insurance_details_form" model="ir.ui.view">
+            <field name="name">Insurance Details</field>
+            <field name="model">insurance.details</field>
+            <field name="arch" type="xml">
+                <form string="Insurance Details Form">
+                    <header>
+                       <button name="confirm_insurance" string="Confirm" type="object"
+                               states="draft" class="oe_highlight"/>
+                        <button name="create_invoice" string="Create Invoice" type="object" class="oe_highlight"
+                        attrs="{'invisible': [('hide_inv_button', '!=', True)]}"/>
+                        <button name="close_insurance" string="Close" type="object"
+                               states="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="employee_id"/>
+                                <field name="commission_rate"/>
+                                <field name="hide_inv_button" invisible="1"/>
+                            </group>
+                            <group>
+                                <field name="date_start"/>
+                                <field name="close_date"/>
+                                <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>
+        <record id="insurance_details_tree" model="ir.ui.view">
+            <field name="name">Insurance Details</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="amount"/>
+                    <field name="state"/>
+                </tree>
+            </field>
+        </record>
+        <record id="action_insurance_management" model="ir.actions.act_window">
+            <field name="name">Insurance Management</field>
+            <field name="res_model">insurance.details</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    You have'nt created any insurance yet.
+                </p>
+            </field>
+        </record>
+    </data>
+</odoo>

insurance_management_cybro/views/insurance_management.xml

@@ -0,0 +1,48 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <menuitem
+                id="insurance_main_menu"
+                name="Insurance"/>
+
+        <menuitem
+                id="insurance_management_menu"
+                name="Insurance Management"
+                parent="insurance_main_menu"/>
+        <menuitem
+                id="insurance_management_submenu"
+                name="Insurance"
+                parent="insurance_management_menu"
+                action="action_insurance_management"/>
+        <menuitem
+                id="claim_management_submenu"
+                name="Claims"
+                parent="insurance_management_menu"
+                action="action_claim_management"/>
+
+        <menuitem
+                id="employee_management_menu"
+                name="Agent"
+                parent="insurance_main_menu"/>
+        <menuitem
+                id="employee_management_submenu"
+                name="Agent"
+                parent="employee_management_menu"
+                action="action_employee_management"/>
+
+        <menuitem
+                id="configuration_management_menu"
+                name="Configuration"
+                parent="insurance_main_menu"/>
+        <menuitem
+                id="policy_management_menu"
+                name="Policy"
+                parent="configuration_management_menu"
+                action="action_policy_management"/>
+        <menuitem
+                id="customer_management_menu"
+                name="Customers"
+                parent="configuration_management_menu"
+                action="base.action_partner_customer_form"/>
+    </data>
+</odoo>

insurance_management_cybro/views/insurance_sequence.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+    <record id="seq_insurance_details" 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>
+    <record id="seq_claim_details" 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>
+    </data>
+</odoo>

insurance_management_cybro/views/policy_management.xml

@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="policy_details_form" model="ir.ui.view">
+            <field name="name">Policy Details</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"/>
+                                <field name="policy_duration"/>
+                            </group>
+                            <group>
+                                <field name="payment_type"/>
+                                <field name="amount"/>
+                            </group>
+                        </group>
+                        <notebook>
+                            <page string="Extra Notes">
+                                <field name="note_field"/>
+                            </page>
+                        </notebook>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+        <record id="policy_details_tree" model="ir.ui.view">
+            <field name="name">Policy Details</field>
+            <field name="model">policy.details</field>
+            <field name="arch" type="xml">
+                <tree string="Policy Details Tree">
+                    <field name="name"/>
+                    <field name="policy_type"/>
+                    <field name="policy_duration"/>
+                    <field name="payment_type"/>
+                    <field name="amount"/>
+                </tree>
+            </field>
+        </record>
+        <record id="action_policy_management" model="ir.actions.act_window">
+            <field name="name">Policy Management</field>
+            <field name="res_model">policy.details</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    You have'nt created any policy yet.
+                </p>
+            </field>
+        </record>
+    </data>
+</odoo>