Partner Financial Risk

partner_financial_risk · OCA/partner-contact

    Repository
    OCA/partner-contact · module folder · Try on Runboat
    Module version
    1.0.1
    Category
    Sales Management
    Folder size
    1.62 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://www.tecnativa.com
    Last tracking update
    2026-08-07 07:17:48
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    David, simonev, Weblate, OCA Transbot, OCA-git-bot, oca-travis
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
    Python dependencies
    None
    System dependencies
    None
    Required by
    partner_risk_insurance, partner_sale_risk, partner_stock_risk
    Description
    
    
    

    


    

    Code Analysis ⓘ
    

    Views touched (4)
    


    

    
    
    XML IDNameModelTypeStatus
    
    
        
        
    
            assets_common
            assets_common
            ir.ui.view
            qweb
            
                
                Inherits web.assets_common
                
            
        
    
        
        
    
            partner_risk_exceeded_wizard
            Partner risk exceeded
            partner.risk.exceeded.wiz
            form
            
                
                New
                
            
        
    
        
        
    
            res_partner_view_risk
            res.partner.view.risk
            res.partner
            form
            
                
                Inherits base.view_partner_form
                
            
        
    
        
        
    
            view_account_config
            account settings
            account.config.settings
            
            
                
                Inherits account.view_account_config_settings
                
            
        
    
        
        

    

    



    HTTP endpoints (0)
    


    No HTTP endpoints found for this module.
    



    Models touched (5)
    


    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (1)
                
                
      
                    
                    
    • 
                        invoice_unpaid_margin
                        Integer
                        
                        
      
                            
                            related='company_id.invoice_unpaid_margin'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (0)
                
                
    No public methods.
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (0)
                
                
    No new fields.
    
                
                Public methods (1)
                
                
      
                    
                    
    • 
                        action_invoice_open(self)
                        
      @api.multi
      
                        
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (4)
                
                
      
                    
                    
    • 
                        continue_method
                        Char
                        
                    
      • 
                    
                    
    • 
                        exception_msg
                        Text
                        
                        
      
                            
                            readonly=True
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        origin_reference
                        Reference
                        
                        
      
                            
                            
                            
                            string='Object'
                            
                            args: <expr>
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            comodel_name='res.partner'
                            
                            readonly=True
                            
                            string='Customer'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (2)
                
                
      
                    
                    
    • 
                        action_show(self)
                        
      @api.multi
      
                        
                    
      • 
                    
                    
    • 
                        button_continue(self)
                        
      @api.multi
      
                        
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (1)
                
                
      
                    
                    
    • 
                        invoice_unpaid_margin
                        Integer
                        
                        
      
                            
                            help='Days after due date to set an invoice as unpaid.The change of this field recompute all partners risk,be patient.'
                            
                            string='Maturity Margin'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (0)
                
                
    No public methods.
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (21)
                
                
      
                    
                    
    • 
                        credit_limit
                        Float
                        
                        
      
                            
                            track_visibility='onchange'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        credit_policy
                        Char
                        
                    
      • 
                    
                    
    • 
                        move_line_ids
                        One2many → account.move.line
                        
                        
      
                            
                            comodel_name='account.move.line'
                            
                            inverse_name='partner_id'
                            
                            string='Account Moves'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_account_amount
                        Monetary
                        
                        
      
                            
                            compute='_compute_risk_account_amount'
                            
                            help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                            
                            store=True
                            
                            string='Total Other Account Open Amount'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_account_amount_include
                        Boolean
                        
                        
      
                            
                            help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                            
                            string='Include Other Account Open Amount'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_account_amount_limit
                        Monetary
                        
                        
      
                            
                            help='Set 0 if it is not locked'
                            
                            string='Limit Other Account Open Amount'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_account_amount_unpaid
                        Monetary
                        
                        
      
                            
                            compute='_compute_risk_account_amount'
                            
                            help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                            
                            store=True
                            
                            string='Total Other Account Unpaid Amount'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_account_amount_unpaid_include
                        Boolean
                        
                        
      
                            
                            help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                            
                            string='Include Other Account Unpaid Amount'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_account_amount_unpaid_limit
                        Monetary
                        
                        
      
                            
                            help='Set 0 if it is not locked'
                            
                            string='Limit Other Account Unpaid Amount'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_allow_edit
                        Boolean
                        
                        
      
                            
                            compute='_compute_risk_allow_edit'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_exception
                        Boolean
                        
                        
      
                            
                            compute='_compute_risk_exception'
                            
                            help='It Indicate if partner risk exceeded'
                            
                            string='Risk Exception'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_draft
                        Monetary
                        
                        
      
                            
                            compute='_compute_risk_invoice'
                            
                            help='Total amount of invoices in Draft or Pro-forma state'
                            
                            store=True
                            
                            string='Total Draft Invoices'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_draft_include
                        Boolean
                        
                        
      
                            
                            help='Full risk computation'
                            
                            string='Include Draft Invoices'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_draft_limit
                        Monetary
                        
                        
      
                            
                            help='Set 0 if it is not locked'
                            
                            string='Limit In Draft Invoices'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_open
                        Monetary
                        
                        
      
                            
                            compute='_compute_risk_account_amount'
                            
                            help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                            
                            store=True
                            
                            string='Total Open Invoices/Principal Balance'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_open_include
                        Boolean
                        
                        
      
                            
                            help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.'
                            
                            string='Include Open Invoices/Principal Balance'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_open_limit
                        Monetary
                        
                        
      
                            
                            help='Set 0 if it is not locked'
                            
                            string='Limit In Open Invoices/Principal Balance'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_unpaid
                        Monetary
                        
                        
      
                            
                            compute='_compute_risk_account_amount'
                            
                            help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                            
                            store=True
                            
                            string='Total Unpaid Invoices/Principal Balance'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_unpaid_include
                        Boolean
                        
                        
      
                            
                            help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.'
                            
                            string='Include Unpaid Invoices/Principal Balance'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_invoice_unpaid_limit
                        Monetary
                        
                        
      
                            
                            help='Set 0 if it is not locked'
                            
                            string='Limit In Unpaid Invoices/Principal Balance'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        risk_total
                        Monetary
                        
                        
      
                            
                            compute='_compute_risk_exception'
                            
                            help='Sum of total risk included'
                            
                            string='Total Risk'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (1)
                
                
      
                    
                    
    • 
                        process_unpaid_invoices(self)
                        
      @api.model
      
                        
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    

    


    
    
    
    
    
    
    
    
    
        
    Loading…
    
    
    
    
    
    
    
    
    
        
    Loading…