partner_financial_risk (OCA#292)

partner_financial_risk/README.rst

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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
+
+======================
+Partner Financial Risk
+======================
+
+Adds a new page in partner to manage its *Financial Risk*.
+
+If any limit is exceeded, you won't be able to confirm any of its invoices
+unless you are authorized (Account Adviser group).
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+#. 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.
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. 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.
+
+.. 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
+
+
+Bug Tracker
+===========
+
+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.
+
+
+Credits
+=======
+
+Contributors
+------------
+
+* Carlos Dauden <carlos.dauden@tecnativa.com>
+* Pedro M. Baeza <pedro.baeza@tecnativa.com>
+
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit https://odoo-community.org.

partner_financial_risk/__init__.py

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+# -*- coding: utf-8 -*-
+
+from . import models
+from . import wizard

partner_financial_risk/__openerp__.py

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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).
+
+{
+    '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,
+}

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>