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[9.0] [ADD] partner_financial_risk #292
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6b5f5b5
[NEW] partner_financial_risk: New module.
carlosdauden 3ca723b
[IMP] partner_financial_risk: Improve fields name.
carlosdauden 7e0d7e4
[IMP] partner_financial_risk: Tests
carlosdauden eab3398
[IMP] partner_financial_risk: Improve fields help.
carlosdauden e8ad732
[WIP] partner_financial_risk: Modifications suggested
carlosdauden 6d4ff9c
[IMP] partner_financial_risk: Split module to new partner_financial_r…
carlosdauden 81ef34d
[IMP] partner_financial_risk: Security in field
carlosdauden 29ce126
[IMP] partner_financial_risk: Check risk before invoice validation
carlosdauden afa053b
[FIX] partner_financial_risk: Bad visualization in Chrome
carlosdauden a2754c2
[IMP] partner_financial_risk: Improve tests
carlosdauden bd1ae2c
[IMP] partner_financial_risk: Process due invoices
carlosdauden 6e07213
[FIX] partner_financial_risk: Changes suggested
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
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====================== | ||
Partner Financial Risk | ||
====================== | ||
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Adds a new page in partner to manage its *Financial Risk*. | ||
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If any limit is exceeded, you won't be able to confirm any of its invoices | ||
unless you are authorized (Account Adviser group). | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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#. Go to *Invoicing/Accounting > Configuration > Settings > Invoicing & Payments* | ||
#. In the *Financial Risk* section, fill *Unpaid Margin* for setting the number | ||
of days to last after the due date to consider an invoice as unpaid. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. Go to *Invoicing/Accounting > Sales > Customers*. | ||
#. Select an existing customer or create a new one. | ||
#. Open the *Financial Risk* tab. | ||
#. Set limits and choose options to compute in credit limit. | ||
#. Go to *Invoicing/Accounting > Sales > Customer invoices* and create new | ||
customer invoices. | ||
#. Test the restriction trying to create an invoice for the partner for an | ||
amount higher of the limit you have set. | ||
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas | ||
:alt: Try me on Runbot | ||
:target: https://runbot.odoo-community.org/runbot/134/9.0 | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues | ||
<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please | ||
check there if your issue has already been reported. If you spotted it first, | ||
help us smashing it by providing a detailed and welcomed feedback. | ||
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Credits | ||
======= | ||
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Contributors | ||
------------ | ||
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* Carlos Dauden <carlos.dauden@tecnativa.com> | ||
* Pedro M. Baeza <pedro.baeza@tecnativa.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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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. | ||
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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
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from . import models | ||
from . import wizard |
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# -*- coding: utf-8 -*- | ||
# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com> | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
'name': 'Partner Financial Risk', | ||
'summary': 'Manage partner risk', | ||
'version': '9.0.1.0.0', | ||
'category': 'Sales Management', | ||
'license': 'AGPL-3', | ||
'author': 'Tecnativa, Odoo Community Association (OCA)', | ||
'website': 'https://www.tecnativa.com', | ||
'depends': ['account'], | ||
'data': [ | ||
'data/partner_financial_risk_data.xml', | ||
'views/res_config_view.xml', | ||
'views/res_partner_view.xml', | ||
'views/account_invoice_view.xml', | ||
'wizard/partner_risk_exceeded_view.xml', | ||
], | ||
'installable': True, | ||
} |
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partner_financial_risk/data/partner_financial_risk_data.xml
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<?xml version="1.0" encoding="utf-8"?> | ||
<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com> | ||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). --> | ||
<odoo> | ||
<record id="ir_cron_due_invoice_every_day" model="ir.cron"> | ||
<field name="name">Financial risk: Process due invoices</field> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">days</field> | ||
<field name="numbercall">-1</field> | ||
<field name="doall" eval="False"/> | ||
<field name="model" eval="'res.partner'"/> | ||
<field name="function" eval="'process_unpaid_invoices'"/> | ||
<field name="args" eval="'()'"/> | ||
</record> | ||
</odoo> |
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Explain which are the possible limits and their use.