[17.0][MIG] account_financial_risk

account_financial_risk/README.rst

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+======================
+Account Financial Risk
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! 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
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Adds a new page in partner to manage its *Financial Risk*. (Only visible
+for User or Manager Financial Risk groups)
+
+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.
+
+|image1|
+
+When a non-zero credit limit is set, the last modification date is saved
+and displayed next to the credit limit.
+
+.. |image1| image:: https://raw.githubusercontent.com/OCA/credit-control/17.0/account_financial_risk/static/description/financial_risk_click.png
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+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.
+
+Usage
+=====
+
+To use this module, you need to:
+
+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.
+
+Bug Tracker
+===========
+
+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**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+-  `Tecnativa <https://www.tecnativa.com>`__:
+
+   -  Carlos Dauden
+   -  Pedro M. Baeza
+   -  Ernesto Tejeda
+
+-  Agathe Mollé <agathe.molle@savoirfairelinux.com>
+-  Ugne Sinkeviciene <ugne@versada.eu>
+-  `Ooops404 <https://www.ooops404.com>`__:
+
+   -  Ilyas <irazor147@gmail.com>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px
+    :target: https://github.com/carlosdauden
+    :alt: carlosdauden
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-carlosdauden| 
+
+This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/account_financial_risk>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_financial_risk/__init__.py

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+from . import models
+from . import wizards

account_financial_risk/__manifest__.py

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+# Copyright 2016-2018 Tecnativa - Carlos Dauden
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Financial Risk",
+    "summary": "Manage customer risk",
+    "version": "17.0.1.0.0",
+    "category": "Accounting",
+    "license": "AGPL-3",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "maintainers": ["carlosdauden"],
+    "website": "https://github.com/OCA/credit-control",
+    "depends": ["account"],
+    "data": [
+        "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,
+}