Module: partner_financial_risk - Odoo Module Metadata

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Partner Financial Risk

partner_financial_risk

REPOSITORY
REPOSITORY	OCA/partner-contact
GIT
GIT	https://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/partner-contact/tree/10.0/partner_financial_risk
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	OCA Transbot, oca-travis, Weblate, OCA-git-bot, simonev, David
WEBSITE
WEBSITE	https://www.tecnativa.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:19:55
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - bus - web_tour - report - analytic - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`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	page	Inherits base.view_partner_form
`view_account_config`	account settings	account.config.settings	xpath	Inherits account.view_account_config_settings

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

REPOSITORY
REPOSITORY	OCA/partner-contact
GIT
GIT	https://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/partner-contact/tree/9.0/partner_financial_risk
VERSION
VERSION	2.1.0
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Pedro M. Baeza, GitHub, Jairo Llopis, Carlos Dauden, OCA Transbot, oca-travis, Weblate, Rafael Blasco, OCA-git-bot
WEBSITE
WEBSITE	https://www.tecnativa.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:15:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - bus - report - analytic - web_tip - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`invoice_partner_risk_form`	account.invoice.partner.risk.form	account.invoice	button	Inherits account.invoice_form
`partner_risk_exceeded_wizard`	Partner risk exceeded	partner.risk.exceeded.wiz	form	New
`res_partner_view_risk`	res.partner.view.risk	res.partner	page	Inherits base.view_partner_form
`view_account_config`	account settings	account.config.settings	xpath	Inherits account.view_account_config_settings

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)

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

REPOSITORY
REPOSITORY	OCA/partner-contact
GIT
GIT	https://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/partner-contact/tree/8.0/partner_financial_risk
VERSION
VERSION	1.1.1
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Pedro M. Baeza, OCA Transbot, oca-travis, Weblate, OCA-git-bot, Daniel-CA, Andhitia Rama
WEBSITE
WEBSITE	https://www.tecnativa.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:11:21
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - report - analytic - board - edi - email_template
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`invoice_partner_risk_form`	account.invoice.partner.risk.form	account.invoice	button	Inherits account.invoice_form
`partner_risk_exceeded_wizard`	Partner risk exceeded	partner.risk.exceeded.wiz	form	New
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account.view_partner_property_form
`view_account_config`	account settings	account.config.settings	xpath	Inherits account.view_account_config_settings

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)

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' string='Maturity Margin'

Public methods (0)

No public methods.

New fields (16)

credit_policy Char
risk_account_amount Float
compute='_compute_risk_account_amount' help='Difference between accounting credit and rest of totals' string='Other Account Amount'
risk_account_amount_include Boolean
help='Full risk computation' string='Include Other Account Amount'
risk_account_amount_limit Float
help='Set 0 if it is not locked' string='Limit Other Account 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 Float
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 Float
help='Set 0 if it is not locked' string='Limit In Draft Invoices'
risk_invoice_open Float
compute='_compute_risk_invoice' help='Residual amount of invoices in Open state and the date due is not exceeded, considering Due Margin set in account settings' store=True string='Total Open Invoices'
risk_invoice_open_include Boolean
help='Full risk computation' string='Include Open Invoices'
risk_invoice_open_limit Float
help='Set 0 if it is not locked' string='Limit In Open Invoices'
risk_invoice_unpaid Float
compute='_compute_risk_invoice' help='Residual amount of invoices in Open state and the date due is exceeded, considering Unpaid Margin set in account settings' store=True string='Total Unpaid Invoices'
risk_invoice_unpaid_include Boolean
help='Full risk computation' string='Include Unpaid Invoices'
risk_invoice_unpaid_limit Float
help='Set 0 if it is not locked' string='Limit In Unpaid Invoices'
risk_total Float
compute='_compute_risk_exception' help='Sum of total risk included' string='Total Risk'

Public methods (1)

process_unpaid_invoices(self)
@api.model

Partner Financial Risk

Code Analysis

Views touched (4)

Models touched (5)

account.config.settings Extends TransientModel 1 field 0 methods AccountConfigSettings · inherits account.config.settings

account.invoice Extends Model 0 fields 1 method AccountInvoice · inherits account.invoice

partner.risk.exceeded.wiz New model TransientModel 4 fields 2 methods PartnerRiskExceededWiz

res.company Extends Model 1 field 0 methods ResCompany · inherits res.company

res.partner Extends Model 21 fields 1 method ResPartner · inherits res.partner

Code Analysis

Views touched (4)

Models touched (5)

account.config.settings Extends TransientModel 1 field 0 methods AccountConfigSettings · inherits account.config.settings

account.invoice Extends Model 0 fields 1 method AccountInvoice · inherits account.invoice

partner.risk.exceeded.wiz New model TransientModel 4 fields 2 methods PartnerRiskExceededWiz

res.company Extends Model 1 field 0 methods ResCompany · inherits res.company

res.partner Extends Model 21 fields 1 method ResPartner · inherits res.partner

Code Analysis

Views touched (4)

Models touched (5)

account.config.settings Extends TransientModel 1 field 0 methods AccountConfigSettings · inherits account.config.settings

account.invoice Extends Model 0 fields 1 method AccountInvoice · inherits account.invoice

partner.risk.exceeded.wiz New model TransientModel 4 fields 2 methods PartnerRiskExceededWiz

res.company Extends Model 1 field 0 methods ResCompany · inherits res.company

res.partner Extends Model 16 fields 1 method ResPartner · inherits res.partner