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[17.0][MIG] account_financial_risk: Migration to 17.0 #347
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====================== | ||
Account Financial Risk | ||
====================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:e81b96f2a825ac1d5a813a977d901282590efdf6736885168b6da4fd5eebcb86 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github | ||
:target: https://github.com/OCA/credit-control/tree/17.0/account_financial_risk | ||
:alt: OCA/credit-control | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/credit-control-17-0/credit-control-17-0-account_financial_risk | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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Adds a new page in partner to manage its *Financial Risk*. (Only visible | ||
for User or Manager Financial Risk groups) | ||
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If any limit is exceeded, you won't be able to confirm any of its | ||
invoices unless you are authorized (Financial Risk Manager group). You | ||
can click in risk amount to view amount origin. | ||
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|image1| | ||
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When a non-zero credit limit is set, the last modification date is saved | ||
and displayed next to the credit limit. | ||
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.. |image1| image:: https://raw.githubusercontent.com/OCA/credit-control/17.0/account_financial_risk/static/description/financial_risk_click.png | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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1. Go to User and set group User or Manager Financial Risk | ||
2. Go to *Invoicing/Accounting > Configuration > Settings > Accounting* | ||
3. In the *Customer Payments* section, fill *Maturity Margin* for | ||
setting the number of days to last after the due date to consider an | ||
invoice as unpaid. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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1. Go to *Invoicing/Accounting > Customers > Customers*. | ||
2. Select an existing customer or create a new one. | ||
3. Open the *Financial Risk* tab. | ||
4. Set limits and choose options to compute in credit limit. | ||
5. Go to *Invoicing/Accounting > Customers > Invoices* and create new | ||
customer invoices. | ||
6. Test the restriction trying to create an invoice for the partner for | ||
an amount higher of the limit you have set. | ||
7. Return to Customer *Financial Risk* tab and click in amount to view | ||
origin. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Tecnativa | ||
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Contributors | ||
------------ | ||
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- `Tecnativa <https://www.tecnativa.com>`__: | ||
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- Carlos Dauden | ||
- Pedro M. Baeza | ||
- Ernesto Tejeda | ||
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- Agathe Mollé <agathe.molle@savoirfairelinux.com> | ||
- Ugne Sinkeviciene <ugne@versada.eu> | ||
- `Ooops404 <https://www.ooops404.com>`__: | ||
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- Ilyas <irazor147@gmail.com> | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px | ||
:target: https://github.com/carlosdauden | ||
:alt: carlosdauden | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-carlosdauden| | ||
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This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/account_financial_risk>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import wizards |
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# Copyright 2016-2018 Tecnativa - Carlos Dauden | ||||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||||||
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{ | ||||||
"name": "Account Financial Risk", | ||||||
"summary": "Manage customer risk", | ||||||
"version": "17.0.1.0", | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more.
Suggested change
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"category": "Accounting", | ||||||
"license": "AGPL-3", | ||||||
"author": "Tecnativa, Odoo Community Association (OCA)", | ||||||
"maintainers": ["carlosdauden"], | ||||||
"website": "https://github.com/OCA/credit-control", | ||||||
"depends": ["account"], | ||||||
"data": [ | ||||||
"data/account_financial_risk_data.xml", | ||||||
"security/security.xml", | ||||||
"security/ir.model.access.csv", | ||||||
"views/account_financial_risk_view.xml", | ||||||
"views/res_config_view.xml", | ||||||
"views/res_partner_view.xml", | ||||||
"wizards/partner_risk_exceeded_view.xml", | ||||||
], | ||||||
"assets": { | ||||||
"web.assets_common": [ | ||||||
"account_financial_risk/static/src/scss/account_financial_risk_table.scss", | ||||||
], | ||||||
}, | ||||||
"installable": True, | ||||||
} |
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<?xml version="1.0" ?> | ||
<odoo noupdate="1"> | ||
<!-- Account Tax Group --> | ||
<record id="tax_group_taxes" model="account.tax.group"> | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Why this module adds new tax group? There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Thanks for the review, This was in odoo account module but has been removed in v17. As it is required by the test, so we added to this module. # before v17 this data was on -> addons/account/data/account_data.xml
<!-- Account Tax Group -->
<record id="tax_group_taxes" model="account.tax.group">
<field name="name">Taxes</field>
<field name="sequence">0</field>
</record> There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. You should fix the test, not to add useless data. |
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<field name="name">Taxes</field> | ||
<field name="sequence">0</field> | ||
</record> | ||
</odoo> |
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Please, put the version in the correctly form
17.0.1.0.0