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[17.0][MIG] account_financial_risk #379
[17.0][MIG] account_financial_risk #379
Commits on May 22, 2024
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[9.0][IMP] partner_financial_risk: Improve performance (OCA#385)
* [9.0][IMP] partner_financial_risk: Improve performance * [9.0][IMP] partner_financial_risk: Improve tests and partner hierarchy * [9.0][IMP] partner_stock_risk: Test
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[FIX] partner_financial_risk: Invoice refunds add risk
- Refunds adds partner risk instead of reduce. - If date_maturity changes to previous today date "never" compute partner risk.
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[10.0][IMP] partner_financial_risk: Improve multicompany cron (#530)
* [9.0][IMP] partner_financial_risk: Improve multicompany cron * [9.0][IMP] partner_financial_risk: Exec with sudo (cherry picked from commit 6590bbf)
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Translated using Weblate (French)
Currently translated at 71.2% (52 of 73 strings) Translation: credit-control-12.0/credit-control-12.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-account_financial_risk/fr/
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Translated using Weblate (Italian)
Currently translated at 79.5% (58 of 73 strings) Translation: credit-control-12.0/credit-control-12.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-account_financial_risk/it/
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Translated using Weblate (Spanish)
Currently translated at 100.0% (73 of 73 strings) Translation: credit-control-12.0/credit-control-12.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-account_financial_risk/es/
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Translated using Weblate (Spanish (Chile))
Currently translated at 13.7% (10 of 73 strings) Translation: credit-control-12.0/credit-control-12.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-account_financial_risk/es_CL/
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Translated using Weblate (Portuguese (Brazil))
Currently translated at 76.7% (56 of 73 strings) Translation: credit-control-12.0/credit-control-12.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-account_financial_risk/pt_BR/
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Translated using Weblate (Portuguese)
Currently translated at 100.0% (73 of 73 strings) Translation: credit-control-12.0/credit-control-12.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-account_financial_risk/pt/
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[IMP] account_financial_risk: Add allow overrisk invoice validation o…
…ption. Improve views and translations.
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[IMP] account_financial_risk account_payment_return_financial_risk sa…
…le_financial_risk: - Optimize code and change stored computed fields to not store to improve multi-company support - Improve multi-currency support - Convert risk amount fields to clickable link that shows traceability of amount origin - New pivot views to risk amount traceability - Simplify class style applied on risk fields - Migration script to remove old stored computed fields - Improve tests to cover new functionallity - Update translation files account_financial_risk: - Don't block refund invoice validation when partner has risk exception - Allow search partners by risk exception field - Remove obsolete cron sale_financial_risk - Create related store commercial_partner_id field in sale order line to simplify computation - Rename amt_to_invoice field to risk_amount in sale order line - Hook and migration scripts to reduce new fields computing time TT23765
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[IMP] account_financial_risk: Add specific overpassing group
This commit adds an specific group for overpassing partner credit limit exceptions In some situations, not only account managers shoud be allowed to overpass exception, depending on the company policies. Merging this code will not affect current instances, as long as account managers will be added to the new group.
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Translated using Weblate (French)
Currently translated at 86.2% (69 of 80 strings) Translation: credit-control-14.0/credit-control-14.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-14-0/credit-control-14-0-account_financial_risk/fr/
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Translated using Weblate (Dutch)
Currently translated at 16.2% (13 of 80 strings) Translation: credit-control-14.0/credit-control-14.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-14-0/credit-control-14-0-account_financial_risk/nl/
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[FIX] account_financial_risk: Fix tests fixing a date
There's a part of the risk computation that depends on current date, and this makes the test to fail when time has past. We force the maturity date on the invoice we are testing for always having the field properly computed. An alternative would be to use ``freezegun``, but that means more changes in the test suite.
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[FIX] account_financial_risk: Show ValidationError when post multiple…
… invoices from wizard. Avoid singleton with multi-company _autopost_draft_entries. When we post from validate.account.move wizard, validate_move returns 'ir.actions.act_window_close'. Fixed issue OCA#147 TT30969
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[FIX] account_financial_risk: Remove customer_rank condition to show …
…financial risk info in partner TT33665
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[FIX] account_financial_risk: Don't store company_currency_id
The field is not populated on proper time (only once saved) when recomputing dynamic lines if it's stored, provoking an error. Moreover, making it stored seems a random decision, as it's not benefitting the computation of the rest of the fields, as they are not stored as well. Being on it, the depends of the other computed field has been adjusted to the proper field. Needing the other depend to work was a symptom of this issue that was ignored. TT33885
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Translated using Weblate (French)
Currently translated at 92.5% (74 of 80 strings) Translation: credit-control-15.0/credit-control-15.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-account_financial_risk/fr/
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[FIX] account_financial_risk: issue with currenty rates.
When doing conversions of currencies we cannot ignore the invoice dates, otherwise differences between de residual currency amount of the invoices and the computed risk amounts can arise. Steps to reproduce: 1. Create 2 rates for a secondary currency. 2. Enter an invoice in that secondary currency and set the invoice date in the past so it uses the oldest rate. 3. Check financial risk fields. The fix implemented is a compromise. On one hand, having the most robust fix would imply iterate all invoices individually. On the other hand, loosing the performance benefits given by the `read_group` is also not desired.
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[IMP] account_financial_risk: Alternative to check if move post is ca…
…lled from validate.account.move wizard We can not return "partner.risk.exceeded.wiz" because validate_move method always returns "{'type': 'ir.actions.act_window_close'}"
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Translated using Weblate (French)
Currently translated at 97.5% (81 of 83 strings) Translation: credit-control-15.0/credit-control-15.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-account_financial_risk/fr/
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[FIX] account_financial_risk: Access error when displaying the partne…
…r risk exceeded wizard
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[14.0][IMP] sale_financial_risk: Absolute and percentage values of re…
…maining risk added to partner and Sale Order as computed fields to make it compatible with domain widget. Forward-port OCA#207
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Translated using Weblate (Italian)
Currently translated at 53.8% (49 of 91 strings) Translation: credit-control-15.0/credit-control-15.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-account_financial_risk/it/
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Translated using Weblate (Slovenian)
Currently translated at 36.2% (33 of 91 strings) Translation: credit-control-15.0/credit-control-15.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-account_financial_risk/sl/
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Translated using Weblate (Italian)
Currently translated at 53.8% (49 of 91 strings) Translation: credit-control-15.0/credit-control-15.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-account_financial_risk/it/
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Updated by "Update PO files to match POT (msgmerge)" hook in Weblate. Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/
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Translated using Weblate (Spanish)
Currently translated at 100.0% (91 of 91 strings) Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/es/
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Translated using Weblate (Italian)
Currently translated at 53.8% (49 of 91 strings) Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/it/
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[IMP] account_financial_risk: Remove store parameter from two fields …
…that depend on a non-stored field
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Translated using Weblate (Italian)
Currently translated at 53.8% (49 of 91 strings) Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/it/
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Updated by "Update PO files to match POT (msgmerge)" hook in Weblate. Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/
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[IMP] account_financial_risk: Change risk tab group to new for more f…
…lexibility TT26717 TT31209
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[FIX] account_financial_risk: Active model not in context from header…
… buttons [IMP] account_financial_risk: Improve comments to make it more understandable TT32194
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Updated by "Update PO files to match POT (msgmerge)" hook in Weblate. Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/
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Translated using Weblate (Spanish)
Currently translated at 100.0% (94 of 94 strings) Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/es/
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[IMP] account_financial_risk: test performance improvement
- Include context keys for avoiding mail operations overhead.
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[FIX] account_financial_risk: Recover original behavior of include ch…
…ecks to be not need to compute risk exception
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Translated using Weblate (Italian)
Currently translated at 52.1% (49 of 94 strings) Translation: credit-control-16.0/credit-control-16.0-account_financial_risk Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk/it/
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Commits on May 27, 2024
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[17.0][MIG] account_financial_risk: Migration to 17.0
Co-authored-by: sbiosca-s73 <sergi.biosca@studio73.es>
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