Sale Payment Sheet Financial Risk

sale_payment_sheet_financial_risk · OCA/credit-control

    Repository
    OCA/credit-control · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Account
    Folder size
    0.14 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/credit-control
    Last tracking update
    2026-08-07 08:43:06
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Víctor Martínez, OCA-git-bot, oca-ci
    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
    None
    System dependencies
    None
    Required by
    None
    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 Inherits account_financial_risk.res_partner_view_risk
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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)

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