Hello everyone,
I've recently installed the Insurance Management module (great work on it!) and I'm trying to enhance its functionality. My goal is to add a page in the CRM lead notebook to display insurances created for each lead.
However, I'm encountering an error every time I try to upgrade the CRM or the Insurance Management module. Below is the code I've added:
class Lead(models.Model):    _name = "crm.lead"    _description = "Lead/Opportunity"    _order = "priority desc, id desc"    _inherit = ['mail.thread.cc',                'mail.thread.blacklist',                'mail.thread.phone',                'mail.activity.mixin',                'utm.mixin',                'format.address.mixin',               ]
insurance_ids = fields.One2many('insurance.details', 'crm_lead_ref', string='Insurances', required=True, store=True)
def create_insurance_action(self): return { 'name': 'Create Insurance', 'type': 'ir.actions.act_window', 'res_model': 'insurance.details', 'view_mode': 'form', 'target': 'new', 'context': { 'default_partner_id': self.partner_id.id, 'default_lead_id': self.id }, 'views': [(False, 'form')], 'view_id': False, }
class InsuranceDetails(models.Model):    _name = 'insurance.details'    _inherit = ["mail.thread"]
crm_lead_ref = fields.Many2one('crm.lead', string='CRM Lead Reference', help="Reference to the CRM lead from which this insurance was created.", required=True, store=True)
    def create(self, vals):        if vals.get('name', 'New') == 'New':            vals['name'] = self.env['ir.sequence'].next_by_code('insurance.details') or 'New'
        crm_lead_ref = self.env.context.get('default_crm_lead_ref')        if crm_lead_ref:            vals['crm_lead_ref'] = crm_lead_ref
        new_record = super(InsuranceDetails, self).create(vals)        return new_record
__manifest.py__ in insurance module:
    'name': 'Insurance Management',    'version': '16.0.1.1.1',    'summary': """Insurance Management & Operations""",    'description': """Insurance Management""",    'author': 'Cybrosys Techno Solutions',    'company': 'Cybrosys Techno Solutions',    'category': 'Industries',    'depends': ['crm','account', 'base'],    'license': 'AGPL-3',    'data': [        'security/ir.model.access.csv',        'data/insurance_management_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'    ],
crm_lead_views.xml: 
                                                                              
I have extended the crm.lead model with a One2many field to insurance.details, and also have a corresponding Many2one field in insurance.details. Despite these configurations, I keep getting an error during the module upgrade.
Any insights or suggestions on what might be causing this issue or how to resolve it would be greatly appreciated
