Syncing from upstream OCA/credit-control (19.0)

README.md

@@ -17,7 +17,11 @@ credit-control
 
 [//]: # (addons)
 
-This part will be replaced when running the oca-gen-addons-table script from OCA/maintainer-tools.
+Available addons
+----------------
+addon | version | maintainers | summary
+--- | --- | --- | ---
+[account_financial_risk](account_financial_risk/) | 19.0.1.0.0 | <a href='https://github.com/carlosdauden'><img src='https://github.com/carlosdauden.png' width='32' height='32' style='border-radius:50%;' alt='carlosdauden'/></a> | Manage customer risk
 
 [//]: # (end addons)
 

account_financial_risk/README.rst

@@ -0,0 +1,155 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+======================
+Account Financial Risk
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:43466cd5b6aca988aa7cfcdeeef3e10f0bb6f0037ce53289c0126a5d3d0c1a3e
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-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/19.0/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-19-0/credit-control-19-0-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=19.0
+    :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.
+
+Optionally, the credit information can be shown in the portal view for
+the customer, if configured accordingly.
+
+|image2|
+
+.. |image1| image:: https://raw.githubusercontent.com/OCA/credit-control/19.0/account_financial_risk/static/description/financial_risk_click.png
+.. |image2| image:: https://raw.githubusercontent.com/OCA/credit-control/19.0/account_financial_risk/static/description/financial_risk_portal.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.
+
+(Optional) To display credit information in the customer portal, go to
+*Invoicing > Configuration > Settings > Financial Risk* and activate
+**Show credit information in portal**.
+
+Credit information can be displayed on the portal if it is enabled
+globally, and can be disabled individually for certain contacts.
+
+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:%2019.0%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 <[email protected]>
+- Ugne Sinkeviciene <[email protected]>
+- `Ooops404 <https://www.ooops404.com>`__:
+
+  - Ilyas <[email protected]>
+
+- `Studio73 <https://www.studio73.es>`__:
+
+  - Pablo Cortés
+  - Sergio Martínez
+
+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/19.0/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

@@ -0,0 +1,2 @@
+from . import models
+from . import wizards

account_financial_risk/__manifest__.py

@@ -0,0 +1,29 @@
+# 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": "19.0.1.0.0",
+    "category": "Accounting",
+    "license": "AGPL-3",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "maintainers": ["carlosdauden"],
+    "website": "https://github.com/OCA/credit-control",
+    "depends": ["contacts", "account"],
+    "data": [
+        "security/security.xml",
+        "security/ir.model.access.csv",
+        "views/account_financial_risk_view.xml",
+        "views/portal_templates.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,
+}