Sale Payment Sheet Financial Risk

sale_payment_sheet_financial_risk
REPOSITORY
REPOSITORYOCA/credit-control
GIT
GIThttps://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/credit-control/tree/18.0/sale_payment_sheet_financial_risk
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYAccount
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERSVíctor Martínez, OCA-git-bot, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:18
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/credit-control:
    - account_financial_risk
OCA/sale-workflow:
    - sale_payment_sheet
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - sale
    - sales_team
    - account_payment
    - payment
    - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
Extends Partner Financial Risk to allows you to deduct from the risk the
amounts collected on sale payment sheets pending reconciliation.

When *Deduct Sale Payment Sheet* is set each risk field is reduced
depending of payment sheet invoice status (type of debt) and shows
amounts grouped by field risk.

![When deduction not is set](../static/description/deduct_sale_payment_sheet_unset.png)

![When deduction is set](../static/description/deduct_sale_payment_sheet_set.png)

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
financial_risk_sale_payment_sheet_line_pivot_view Account financial risk sale payment sheet pivot view sale.payment.sheet.line pivot New
res_partner_view_risk res.partner.view.risk res.partner field Inherits account_financial_risk.res_partner_view_risk
Models touched (1)

New fields (5)
  • risk_sale_payment_sheet Monetary
    compute='_compute_risk_sale_payment_sheet' compute_sudo=True currency_field='risk_currency_id' help='Sum of payment sheet amount pending to validate' string='Total Sale Payment Sheet'
  • risk_sale_payment_sheet_include Boolean
    help='Deduct pending payments in each field depending of sheet invoice status' string='Deduct Sale Payment Sheet'
  • risk_sale_payment_sheet_info Text
    compute='_compute_risk_account_amount' compute_sudo=True help='Sheet payment amounts grouped by reduce field (amount field in brackets)'
  • risk_sale_payment_sheet_limit Monetary
    currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Sale Payment Sheet'
  • sale_payment_sheet_ids One2many → sale.payment.sheet.line
    comodel_name='sale.payment.sheet.line' inverse_name='partner_id'
Public methods (1)
  • get_risk_sale_payment_sheet_info(self, info_values)
REPOSITORY
REPOSITORYOCA/credit-control
GIT
GIThttps://github.com/OCA/credit-control.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/credit-control/tree/16.0/sale_payment_sheet_financial_risk
VERSION
VERSION 1.0.1
CATEGORY
CATEGORYAccount
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERSCarlos Dauden, Weblate, OCA-git-bot, oca-ci, Carolina Fernandez
WEBSITE
WEBSITEhttps://github.com/OCA/credit-control
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:57
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/credit-control:
    - account_financial_risk
OCA/sale-workflow:
    - sale_payment_sheet
odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - mail
    - bus
    - web_tour
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - sale
    - sales_team
    - account_payment
    - payment
    - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (2)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    financial_risk_sale_payment_sheet_line_pivot_view
                    Account financial risk sale payment sheet pivot view
                    sale.payment.sheet.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    field
                    
                        
                        Inherits account_financial_risk.res_partner_view_risk
                        
                    
                

                
            
        

        

        

        
Models touched (1)

        
        

            
            

                

                    
                

                

                    

                        New fields (5)
                        
                        
    
                            
                            
  • 
                                risk_sale_payment_sheet
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_sale_payment_sheet'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of payment sheet amount pending to validate'
                                    
                                    string='Total Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_include
                                Boolean
                                
                                
    
                                    
                                    help='Deduct pending payments in each field depending of sheet invoice status'
                                    
                                    string='Deduct Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_info
                                Text
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    help='Sheet payment amounts grouped by reduce field (amount field in brackets)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                sale_payment_sheet_ids
                                One2many → sale.payment.sheet.line
                                
                                
    
                                    
                                    comodel_name='sale.payment.sheet.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                get_risk_sale_payment_sheet_info(self, info_values)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/15.0/sale_payment_sheet_financial_risk

                
VERSION

                
VERSION
                    
                    
                    1.0.1
                    
                

                
CATEGORY

                
CATEGORYAccount

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSCarlos Dauden, Ernesto Tejeda, OCA-git-bot, oca-ci

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:46:41

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    OCA/credit-control:

                    
                        - account_financial_risk

                    
                    
                    OCA/sale-workflow:

                    
                        - sale_payment_sheet

                    
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - digest

                    
                        - resource

                    
                        - sale

                    
                        - sales_team

                    
                        - payment

                    
                        - utm

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (2)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    financial_risk_sale_payment_sheet_line_pivot_view
                    Account financial risk sale payment sheet pivot view
                    sale.payment.sheet.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    field
                    
                        
                        Inherits account_financial_risk.res_partner_view_risk
                        
                    
                

                
            
        

        

        

        
Models touched (1)

        
        

            
            

                

                    
                

                

                    

                        New fields (5)
                        
                        
    
                            
                            
  • 
                                risk_sale_payment_sheet
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_sale_payment_sheet'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of payment sheet amount pending to validate'
                                    
                                    string='Total Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_include
                                Boolean
                                
                                
    
                                    
                                    help='Deduct pending payments in each field depending of sheet invoice status'
                                    
                                    string='Deduct Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_info
                                Text
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    help='Sheet payment amounts grouped by reduce field (amount field in brackets)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                sale_payment_sheet_ids
                                One2many → sale.payment.sheet.line
                                
                                
    
                                    
                                    comodel_name='sale.payment.sheet.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                get_risk_sale_payment_sheet_info(self, info_values)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/credit-control

                
GIT

                
GIThttps://github.com/OCA/credit-control.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/credit-control/tree/13.0/sale_payment_sheet_financial_risk

                
VERSION

                
VERSION
                    
                    
                    1.1.0
                    
                

                
CATEGORY

                
CATEGORYAccount

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA)

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA)

                
COMMITTERS

                
COMMITTERSCarlos Dauden, Weblate, OCA-git-bot, oca-ci

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/credit-control

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:34:19

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    OCA/credit-control:

                    
                        - account_financial_risk

                    
                    
                    OCA/sale-workflow:

                    
                        - sale_payment_sheet

                    
                    
                    odoo/odoo:

                    
                        - account

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - product

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - digest

                    
                        - resource

                    
                        - sale

                    
                        - sales_team

                    
                        - payment

                    
                        - utm

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (2)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    financial_risk_sale_payment_sheet_line_pivot_view
                    Account financial risk sale payment sheet pivot view
                    sale.payment.sheet.line
                    pivot
                    
                        
                        New
                        
                    
                

                
                

                    res_partner_view_risk
                    res.partner.view.risk
                    res.partner
                    field
                    
                        
                        Inherits account_financial_risk.res_partner_view_risk
                        
                    
                

                
            
        

        

        

        
Models touched (1)

        
        

            
            

                

                    
                

                

                    

                        New fields (5)
                        
                        
    
                            
                            
  • 
                                risk_sale_payment_sheet
                                Monetary
                                
                                
    
                                    
                                    compute='_compute_risk_sale_payment_sheet'
                                    
                                    compute_sudo=True
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Sum of payment sheet amount pending to validate'
                                    
                                    string='Total Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_include
                                Boolean
                                
                                
    
                                    
                                    help='Deduct pending payments in each field depending of sheet invoice status'
                                    
                                    string='Deduct Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_info
                                Text
                                
                                
    
                                    
                                    compute='_compute_risk_account_amount'
                                    
                                    compute_sudo=True
                                    
                                    help='Sheet payment amounts grouped by reduce field (amount field in brackets)'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                risk_sale_payment_sheet_limit
                                Monetary
                                
                                
    
                                    
                                    currency_field='risk_currency_id'
                                    
                                    help='Set 0 if it is not locked'
                                    
                                    string='Limit Sale Payment Sheet'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                sale_payment_sheet_ids
                                One2many → sale.payment.sheet.line
                                
                                
    
                                    
                                    comodel_name='sale.payment.sheet.line'
                                    
                                    inverse_name='partner_id'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                get_risk_sale_payment_sheet_info(self, info_values)
                                
                                
                            
    •