Module: sale_financial_risk - Odoo Module Metadata

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Sale Financial Risk

sale_financial_risk

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/19.0/sale_financial_risk
VERSION
VERSION	1.0.0
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	Weblate, OCA-git-bot, oca-ci, Maksym Yankin
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:40:50
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - html_editor - account_payment - account - onboarding - product - uom - analytic - portal - http_routing - auth_signup - digest - resource - payment - utm - contacts
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Extends Partner Financial Risk to manage sales orders. Adds a new risk amount field in sale order line to compute risk based on the difference between ordered quantity (or delivered in some cases) and invoiced quantity. If any limit is exceed the partner gets forbidden to confirm sale orders.

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (6)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

allow_overrisk_sale_confirmation Boolean
help='If is set always allow the confirmation of sale orders.' string='Allow sale order confirmation over the risk'

Public methods (0)

No public methods.

New fields (2)

allow_overrisk_sale_confirmation Boolean
readonly=False related='company_id.allow_overrisk_sale_confirmation'
include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/18.0/sale_financial_risk
VERSION
VERSION	1.0.7
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	Carlos Dauden, Víctor Martínez, AaronHForgeFlow, Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, Tobias Zehntner, rjaraspearhead
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:30:18
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - html_editor - account_payment - account - onboarding - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Extends Partner Financial Risk to manage sales orders. Adds a new risk amount field in sale order line to compute risk based on the difference between ordered quantity (or delivered in some cases) and invoiced quantity. If any limit is exceed the partner gets forbidden to confirm sale orders.

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (6)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

allow_overrisk_sale_confirmation Boolean
help='If is set always allow the confirmation of sale orders.' string='Allow sale order confirmation over the risk'

Public methods (0)

No public methods.

New fields (2)

allow_overrisk_sale_confirmation Boolean
readonly=False related='company_id.allow_overrisk_sale_confirmation'
include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/17.0/sale_financial_risk
VERSION
VERSION	1.0.4
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	Carlos Dauden, Carlos Lopez, Víctor Martínez, Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, sbiosca-s73
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:20:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account_payment - account - onboarding - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Extends Partner Financial Risk to manage sales orders. Adds a new risk amount field in sale order line to compute risk based on the difference between ordered quantity (or delivered in some cases) and invoiced quantity. If any limit is exceed the partner gets forbidden to confirm sale orders.

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (1)

partner_invoice_id Many2one
index=True

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/16.0/sale_financial_risk
VERSION
VERSION	1.1.4
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	Carlos Dauden, Víctor Martínez, Weblate, OCA-git-bot, David, oca-ci, pilarvargas-tecnativa, Stefan, josep-tecnativa, maciej-wichowski
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:53:57
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account_payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (1)

partner_invoice_id Many2one
index=True

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/15.0/sale_financial_risk
VERSION
VERSION	1.3.0
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, Carlos Dauden, OCA Transbot, Miquel Raïch, Weblate, OCA-git-bot, David, oca-ci, pilarvargas-tecnativa, Joan Mateu Jordi, josep-tecnativa, maciej-wichowski
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:46:41
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (6)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

allow_overrisk_sale_confirmation Boolean
help='If is set always allow the confirmation of sale orders.' string='Allow sale order confirmation over the risk'

Public methods (0)

No public methods.

New fields (2)

allow_overrisk_sale_confirmation Boolean
readonly=False related='company_id.allow_overrisk_sale_confirmation'
include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (1)

partner_invoice_id Many2one
index=True

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/14.0/sale_financial_risk
VERSION
VERSION	1.3.1
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, GitHub, Denis Roussel, Carlos Dauden, Naglis Jonaitis, OCA Transbot, Miquel Raïch, oca-travis, Weblate, OCA-git-bot, Maciej, Ugne Sinkeviciene, psugne
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:41:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True string='Risk amount'
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/13.0/sale_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, mreficent, Carlos Dauden, OCA Transbot, oca-travis, Weblate, OCA-git-bot, jesus01x
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:34:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

action_confirm(self)
evaluate_risk_message(self, partner)

New fields (3)

company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True string='Risk amount'
risk_partner_id Many2one
index=True related='order_id.partner_invoice_id.commercial_partner_id' store=True string='Commercial Entity'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/12.0/sale_financial_risk
VERSION
VERSION	2.1.3
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	mreficent, Carlos Dauden, tafaRU, OCA Transbot, Sergio Teruel, oca-travis, Weblate, OCA-git-bot, JesusVMayor, BT-aestebanez, ernesto
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:29:24
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - decimal_precision - uom - analytic - portal - http_routing - digest
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.credit.control	res.config.settings	xpath	Inherits account_financial_risk.res_config_settings_view_form
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

include_risk_sale_order_done Boolean
config_parameter='sale_financial_risk.include_risk_sale_order_done' args: 'Include locked sale orders into risk calculation'

Public methods (0)

No public methods.

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

action_confirm(self)
@api.multi
risk_exception_msg(self)

New fields (3)

commercial_partner_id Many2one
compute_sudo=True index=True related='order_partner_id.commercial_partner_id' store=True string='Commercial Entity'
company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True string='Risk amount'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/credit-control
GIT
GIT	https://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/credit-control/tree/11.0/sale_financial_risk
VERSION
VERSION	3.0.0
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	mreficent, Carlos Dauden, david, OCA Transbot, oca-travis, OCA-git-bot, OCA Git Bot
WEBSITE
WEBSITE	https://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:24:01
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/credit-control: - account_financial_risk odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account - product - decimal_precision - analytic - web_planner - portal - http_routing
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (2)

XML ID	Name	Model	Type	Status
`financial_risk_sale_order_line_pivot_view`	Account financial risk sale pivot view	sale.order.line	pivot	New
`res_partner_view_risk`	res.partner.view.risk	res.partner	field	Inherits account_financial_risk.res_partner_view_risk

Models touched (3)

New fields (3)

risk_sale_order Monetary
compute='_compute_risk_sale_order' compute_sudo=True currency_field='risk_currency_id' help='Total not invoiced of sales orders in Sale Order state' string='Total Sales Orders Not Invoiced'
risk_sale_order_include Boolean
help='Full risk computation' string='Include Sales Orders'
risk_sale_order_limit Monetary
currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sales Orders'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

action_confirm(self)
@api.multi

New fields (3)

commercial_partner_id Many2one
index=True readonly=True related='order_partner_id.commercial_partner_id' store=True string='Commercial Entity'
company_currency_id Many2one → res.currency
comodel_name='res.currency' readonly=True related='company_id.currency_id' string='Company Currency'
risk_amount Monetary
compute='_compute_risk_amount' compute_sudo=True currency_field='company_currency_id' store=True string='Risk amount'

Public methods (0)

No public methods.

Sale Financial Risk

Code Analysis

Views touched (3)

Models touched (6)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

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

res.config.settings Extends TransientModel 2 fields 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 0 fields 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (6)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

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

res.config.settings Extends TransientModel 2 fields 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 0 fields 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (5)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 1 field 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (5)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 1 field 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (6)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

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

res.config.settings Extends TransientModel 2 fields 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 1 field 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (5)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 0 fields 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (5)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 0 fields 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (3)

Models touched (5)

payment.transaction Extends Model 0 fields 0 methods PaymentTransaction · inherits payment.transaction

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 0 fields 2 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line

Code Analysis

Views touched (2)

Models touched (3)

res.partner Extends Model 3 fields 0 methods ResPartner · inherits res.partner

sale.order Extends Model 0 fields 1 method SaleOrder · inherits sale.order

sale.order.line Extends Model 3 fields 0 methods SaleOrderLine · inherits sale.order.line