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[17.0][MIG] account_financial_risk: Migration to 17.0 #347

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2532928
[ADD] partner_financial_risk (#292)
carlosdauden Oct 23, 2016
cf47539
[9.0][FIX] partner_financial_risk: Refund were not contemplated
carlosdauden Feb 3, 2017
e6fa5c5
[9.0][IMP] partner_financial_risk: Improve performance (#385)
carlosdauden May 29, 2017
de2d78e
[9.0][FIX] partner_financial_risk: Error when risk_total includes dra…
carlosdauden Sep 5, 2017
0ce608a
[9.0][IMP] partner_financial_risk: Add track visibility to credit limit
chienandalu Sep 13, 2017
20c05f1
[MIG] Partner Financial Risk : Migration to 10.0
Ehtaga Jul 25, 2017
3eadb6d
[IMP] Minor changes
chienandalu Sep 7, 2017
37d1d6e
[FIX] partner_financial_risk: Invoice refunds add risk
carlosdauden Oct 13, 2017
5e10cfa
[IMP] partner_financial_risk: New fields in view. Improve code.
carlosdauden Nov 3, 2017
c67d943
[10.0][IMP] partner_financial_risk: Improve multicompany cron (#530)
carlosdauden Jan 31, 2018
807e313
[MIG] partner_financial_risk: Migration to 11.0
carlosdauden Apr 25, 2018
3b905e4
[REN] partner_financial_risk > account_financial_risk
pedrobaeza May 7, 2018
07c9f1d
[IMP] account_financial_risk: Improve table layout
carlosdauden Jun 21, 2018
4f2c97b
[IMP] account_financial_risk: Only block normal customer invoices val…
carlosdauden Aug 7, 2018
c587ad1
[MIG] account_financial_risk: Migration to 12.0
ernestotejeda Feb 22, 2019
e7e3956
[IMP] account_financial_risk: Manage risk in multiple invoice confirm…
carlosdauden Mar 25, 2019
9665698
Translated using Weblate (French)
chafique-delli Jul 23, 2019
d56c0a5
Translated using Weblate (Italian)
MarcoCalcagni Oct 19, 2019
ca55180
[FIX]account_financial_risk: risk_exception field explicitly setted t…
jesusVMayor Nov 14, 2019
e89ab55
Translated using Weblate (Spanish)
Feb 4, 2020
b6cc774
Translated using Weblate (Spanish (Chile))
Feb 4, 2020
f9b05bc
Translated using Weblate (Portuguese (Brazil))
marcelsavegnago Feb 20, 2020
3454126
Translated using Weblate (Portuguese)
pedrocasi Feb 29, 2020
11de0d3
[IMP] account_financial_risk: Add allow overrisk invoice validation o…
carlosdauden Mar 23, 2020
cc77742
[IMP] account_financial_risk: Avoid compute all partners when save co…
carlosdauden Feb 27, 2020
8467d34
[IMP] account_financial_risk account_payment_return_financial_risk sa…
carlosdauden May 26, 2020
7517bcd
[IMP] account_financial_risk: black, isort, prettier
MiquelRForgeFlow Jun 8, 2020
5940960
[MIG] account_financial_risk: Migration to 13.0
MiquelRForgeFlow Jun 8, 2020
2b7d55b
[IMP] Add selection: choose which currency should be used in risk
MiquelRForgeFlow Jun 16, 2020
cc3272f
[IMP] account_financial_risk: Add specific overpassing group
AaronHForgeFlow Oct 21, 2020
768ecdd
[MIG] account_financial_risk: Migration to 14.0
psugne Nov 20, 2020
b7b0bc7
Translated using Weblate (French)
Yvesldff Mar 25, 2021
5747335
Translated using Weblate (Dutch)
bosd Apr 23, 2021
e0d13c3
[FIX] account_financial_risk: Fix tests fixing a date
pedrobaeza Jul 29, 2021
2d1d432
[IMP] account_financial_risk: black, isort, prettier
JoanMForgeFlow Nov 3, 2021
c8a5ff5
[15.0][MIG] account_financial_risk:Migration to 15.0
JoanMForgeFlow Nov 4, 2021
eaf01f3
[FIX]-account-financial-risk: fixed test
JoanMForgeFlow Nov 8, 2021
4f36c3d
[FIX] account_financial_risk: Show ValidationError when post multiple…
carlosdauden Sep 3, 2021
a0a6ae5
[FIX] account_financial_risk: consider include in risk_exception
MiquelRForgeFlow Nov 30, 2021
4f37990
[IMP] account_financial_risk: add risk_amount_exceeded
MiquelRForgeFlow Nov 30, 2021
45ceee9
[FIX] account_financial_risk (bad migration): action_post -> post
MiquelRForgeFlow Dec 1, 2021
178189c
[FIX] account_financial_risk: Remove customer_rank condition to show …
carlosdauden Dec 29, 2021
3640a92
[FIX] account_financial_risk: Don't store company_currency_id
pedrobaeza Jan 15, 2022
5e9ac0b
[FIX] account_financial_risk: inherit action_post instead of _post
fredzamoabg Mar 24, 2022
bf6af8e
Translated using Weblate (French)
ClementChaumienneC2C Jul 5, 2022
9ccf0dd
[FIX] account_financial_risk: issue with currenty rates.
LoisRForgeFlow Oct 4, 2022
10d170a
[IMP] account_financial_risk: Alternative to check if move post is ca…
carlosdauden Oct 17, 2022
830894c
Translated using Weblate (French)
ClementChaumienneC2C Oct 18, 2022
2cbd6a4
[15.0][IMP] account_financial_risk: credit limit last modification da…
Oct 31, 2022
13f265a
[15.0][FIX] account_financial_risk: date_credit_limit view in edition…
Nov 7, 2022
38497f1
[FIX] account_financial_risk: Access error when displaying the partne…
AaronHForgeFlow Nov 11, 2022
7b139a2
[14.0][IMP] sale_financial_risk: Absolute and percentage values of re…
Aug 24, 2022
b76bf1f
Translated using Weblate (Italian)
mymage Mar 30, 2023
d249521
Translated using Weblate (Slovenian)
sysadminmatmoz Mar 31, 2023
a0de256
Translated using Weblate (Italian)
mymage Apr 15, 2023
c4c5047
[FIX] xxx_financial_risk: Inconsistent 'compute_sudo' for several com…
carlosdauden May 29, 2023
c147e99
[MIG] account_financial_risk: Migration to 16.0
ernesto-garcia-tecnativa Jul 4, 2023
d1567d1
[UPD] Update account_financial_risk.pot
Jul 5, 2023
877177e
[UPD] README.rst
OCA-git-bot Jul 5, 2023
822428e
Update translation files
weblate Jul 5, 2023
f4a02d0
Translated using Weblate (Spanish)
Ivorra78 Jul 6, 2023
8e3150f
[IMP] account_financial_risk: problems of partner view are fixed
ernesto-garcia-tecnativa Jul 10, 2023
b068fbd
account_financial_risk 16.0.1.1.0
OCA-git-bot Jul 11, 2023
46948fc
Translated using Weblate (Italian)
mymage Aug 4, 2023
16ee9d5
[FIX] account_financial_risk: adapt exception msg to multi record
baimont Jan 16, 2023
35ee5cb
account_financial_risk 16.0.1.1.1
OCA-git-bot Aug 14, 2023
1b3a121
[UPD] README.rst
OCA-git-bot Sep 3, 2023
fb004cb
[IMP] account_financial_risk: Remove store parameter from two fields …
carlosdauden Sep 19, 2023
84f0944
oca-github-bot post-merge updates
OCA-git-bot Sep 19, 2023
2c5ae66
Translated using Weblate (Italian)
mymage Sep 20, 2023
59dd7c7
Update translation files
weblate Oct 9, 2023
a9b86ea
[IMP] account_financial_risk: Change risk tab group to new for more f…
carlosdauden Jul 23, 2021
4d9b53d
[FIX] account_financial_risk: Active model not in context from header…
carlosdauden Mar 4, 2022
ca35d4d
[UPD] Update account_financial_risk.pot
Oct 10, 2023
7159107
[BOT] post-merge updates
OCA-git-bot Oct 10, 2023
a383661
Update translation files
weblate Oct 10, 2023
8555c09
Translated using Weblate (Spanish)
Ivorra78 Oct 10, 2023
b7b6804
[IMP] account_financial_risk: test performance improvement
josep-tecnativa Oct 17, 2023
b89f8a6
[BOT] post-merge updates
OCA-git-bot Oct 20, 2023
d90818d
[FIX] account_financial_risk: Recover original behavior of include ch…
sergio-teruel Nov 22, 2023
7022590
[BOT] post-merge updates
OCA-git-bot Nov 24, 2023
e6354c7
This is a combination of 2 commits.
Mat-moran Dec 14, 2023
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133 changes: 133 additions & 0 deletions account_financial_risk/README.rst
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======================
Account Financial Risk
======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:e81b96f2a825ac1d5a813a977d901282590efdf6736885168b6da4fd5eebcb86
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github
:target: https://github.com/OCA/credit-control/tree/17.0/account_financial_risk
:alt: OCA/credit-control
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/credit-control-17-0/credit-control-17-0-account_financial_risk
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Adds a new page in partner to manage its *Financial Risk*. (Only visible
for User or Manager Financial Risk groups)

If any limit is exceeded, you won't be able to confirm any of its
invoices unless you are authorized (Financial Risk Manager group). You
can click in risk amount to view amount origin.

|image1|

When a non-zero credit limit is set, the last modification date is saved
and displayed next to the credit limit.

.. |image1| image:: https://raw.githubusercontent.com/OCA/credit-control/17.0/account_financial_risk/static/description/financial_risk_click.png

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module, you need to:

1. Go to User and set group User or Manager Financial Risk
2. Go to *Invoicing/Accounting > Configuration > Settings > Accounting*
3. In the *Customer Payments* section, fill *Maturity Margin* for
setting the number of days to last after the due date to consider an
invoice as unpaid.

Usage
=====

To use this module, you need to:

1. Go to *Invoicing/Accounting > Customers > Customers*.
2. Select an existing customer or create a new one.
3. Open the *Financial Risk* tab.
4. Set limits and choose options to compute in credit limit.
5. Go to *Invoicing/Accounting > Customers > Invoices* and create new
customer invoices.
6. Test the restriction trying to create an invoice for the partner for
an amount higher of the limit you have set.
7. Return to Customer *Financial Risk* tab and click in amount to view
origin.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Carlos Dauden
- Pedro M. Baeza
- Ernesto Tejeda

- Agathe Mollé <agathe.molle@savoirfairelinux.com>
- Ugne Sinkeviciene <ugne@versada.eu>
- `Ooops404 <https://www.ooops404.com>`__:

- Ilyas <irazor147@gmail.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px
:target: https://github.com/carlosdauden
:alt: carlosdauden

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-carlosdauden|

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/account_financial_risk>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_financial_risk/__init__.py
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from . import models
from . import wizards
29 changes: 29 additions & 0 deletions account_financial_risk/__manifest__.py
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# Copyright 2016-2018 Tecnativa - Carlos Dauden
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Account Financial Risk",
"summary": "Manage customer risk",
"version": "17.0.1.0",

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Please, put the version in the correctly form
17.0.1.0.0

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Suggested change
"version": "17.0.1.0",
"version": "17.0.1.0.0",

"category": "Accounting",
"license": "AGPL-3",
"author": "Tecnativa, Odoo Community Association (OCA)",
"maintainers": ["carlosdauden"],
"website": "https://github.com/OCA/credit-control",
"depends": ["account"],
"data": [
"data/account_financial_risk_data.xml",
"security/security.xml",
"security/ir.model.access.csv",
"views/account_financial_risk_view.xml",
"views/res_config_view.xml",
"views/res_partner_view.xml",
"wizards/partner_risk_exceeded_view.xml",
],
"assets": {
"web.assets_common": [
"account_financial_risk/static/src/scss/account_financial_risk_table.scss",
],
},
"installable": True,
}
8 changes: 8 additions & 0 deletions account_financial_risk/data/account_financial_risk_data.xml
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<?xml version="1.0" ?>
<odoo noupdate="1">
<!-- Account Tax Group -->
<record id="tax_group_taxes" model="account.tax.group">
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Why this module adds new tax group?

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@Mat-moran Mat-moran Dec 15, 2023

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Thanks for the review,

This was in odoo account module but has been removed in v17. As it is required by the test, so we added to this module.

# before v17 this data was on -> addons/account/data/account_data.xml
<!-- Account Tax Group -->
<record id="tax_group_taxes" model="account.tax.group">
    <field name="name">Taxes</field>
    <field name="sequence">0</field>
</record>

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You should fix the test, not to add useless data.

<field name="name">Taxes</field>
<field name="sequence">0</field>
</record>
</odoo>
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