[ADD] partner_financial_risk (#292)

partner_financial_risk/README.rst

@@ -0,0 +1,74 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+======================
+Partner Financial Risk
+======================
+
+Adds a new page in partner to manage its *Financial Risk*.
+
+If any limit is exceeded, you won't be able to confirm any of its invoices
+unless you are authorized (Account Adviser group).
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+#. Go to *Invoicing/Accounting > Configuration > Settings > Invoicing & Payments*
+#. In the *Financial Risk* section, fill *Unpaid 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:
+
+#. Go to *Invoicing/Accounting > Sales > Customers*.
+#. Select an existing customer or create a new one.
+#. Open the *Financial Risk* tab.
+#. Set limits and choose options to compute in credit limit.
+#. Go to *Invoicing/Accounting > Sales > Customer invoices* and create new
+   customer invoices.
+#. Test the restriction trying to create an invoice for the partner for an
+   amount higher of the limit you have set.
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/134/9.0
+
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+
+Credits
+=======
+
+Contributors
+------------
+
+* Carlos Dauden <carlos.dauden@tecnativa.com>
+* Pedro M. Baeza <pedro.baeza@tecnativa.com>
+
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit https://odoo-community.org.

partner_financial_risk/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import models
+from . import wizard

partner_financial_risk/__openerp__.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Partner Financial Risk',
+    'summary': 'Manage partner risk',
+    'version': '9.0.1.0.0',
+    'category': 'Sales Management',
+    'license': 'AGPL-3',
+    'author': 'Tecnativa, Odoo Community Association (OCA)',
+    'website': 'https://www.tecnativa.com',
+    'depends': ['account'],
+    'data': [
+        'data/partner_financial_risk_data.xml',
+        'views/res_config_view.xml',
+        'views/res_partner_view.xml',
+        'views/account_invoice_view.xml',
+        'wizard/partner_risk_exceeded_view.xml',
+    ],
+    'installable': True,
+}

partner_financial_risk/data/partner_financial_risk_data.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+    <record id="ir_cron_due_invoice_every_day" model="ir.cron">
+        <field name="name">Financial risk: Process due invoices</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="numbercall">-1</field>
+        <field name="doall" eval="False"/>
+        <field name="model" eval="'res.partner'"/>
+        <field name="function" eval="'process_unpaid_invoices'"/>
+        <field name="args" eval="'()'"/>
+    </record>
+</odoo>

partner_financial_risk/i18n/es.po

@@ -0,0 +1,321 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# * partner_financial_risk
+#
+# Translators:
+# Carlos Dauden <carlos.dauden@tecnativa.com>, 2016
+msgid ""
+msgstr ""
+"Project-Id-Version: partner-contact (9.0)\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2016-09-18 22:47+0000\n"
+"PO-Revision-Date: 2016-09-19 01:14+0100\n"
+"Last-Translator: Carlos Incaser <carlos@incaser.es>\n"
+"Language-Team: Spanish (http://www.transifex.com/oca/OCA-partner-contact-9-0/"
+"language/es/)\n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+"X-Generator: Poedit 1.5.4\n"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.partner_risk_exceeded_wizard
+msgid "Cancel"
+msgstr "Cancelar"
+
+#. module: partner_financial_risk
+#: model:ir.model,name:partner_financial_risk.model_res_company
+msgid "Companies"
+msgstr "Compañías"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.partner_risk_exceeded_wizard
+msgid "Continue"
+msgstr "Continuar"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_continue_method
+msgid "Continue method"
+msgstr "Método continuo"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_create_uid
+msgid "Created by"
+msgstr "Creado por"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_create_date
+msgid "Created on"
+msgstr "Creado en"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_credit_policy
+msgid "Credit policy"
+msgstr "Póliza de crédito"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_partner_id
+msgid "Customer"
+msgstr "Cliente"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_account_config_settings_invoice_unpaid_margin
+#: model:ir.model.fields,help:partner_financial_risk.field_res_company_invoice_unpaid_margin
+msgid "Days after due date to set an invoice as unpaid"
+msgstr ""
+"Días después de la fecha de vencimiento para considerar una factura como "
+"impagada"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_account_amount
+msgid "Difference between accounting credit and rest of totals"
+msgstr "Diferencia entre el saldo contable y el resto de totales"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_display_name
+msgid "Display Name"
+msgstr "Nombre a mostrar"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_exception_msg
+msgid "Exception msg"
+msgstr "Se ha producido una anomalía"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.res_partner_view_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.view_account_config
+msgid "Financial Risk"
+msgstr "Riesgo financiero"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.view_account_config
+msgid "Financial Risk div"
+msgstr "Riesgo financiero div"
+
+#. module: partner_financial_risk
+#: code:addons/partner_financial_risk/models/account_invoice.py:19
+#, python-format
+msgid "Financial risk exceeded.\n"
+msgstr "Riesgo financiero excedido.\n"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_account_amount_include
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_draft_include
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_open_include
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_unpaid_include
+msgid "Full risk computation"
+msgstr "Cómputo de riesgo total"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.res_partner_view_risk
+msgid "General Limits"
+msgstr "Límites generales"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_id
+msgid "ID"
+msgstr "ID (identificación)"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_draft_include
+msgid "Include Draft Invoices"
+msgstr "Incluir facturas borrador"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_open_include
+msgid "Include Open Invoices"
+msgstr "Incluir facturas abiertas"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_account_amount_include
+msgid "Include Other Account Amount"
+msgstr "Incluir otros saldos contables"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_unpaid_include
+msgid "Include Unpaid Invoices"
+msgstr "Incluir facturas impagadas"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.res_partner_view_risk
+msgid "Info"
+msgstr "Información"
+
+#. module: partner_financial_risk
+#: model:ir.model,name:partner_financial_risk.model_account_invoice
+msgid "Invoice"
+msgstr "Factura"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_exception
+msgid "It Indicate if partner risk exceeded"
+msgstr "Indica si se ha excedido el riesgo"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz___last_update
+msgid "Last Modified on"
+msgstr "Última modificación en"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_write_uid
+msgid "Last Updated by"
+msgstr "Última actualización de"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_write_date
+msgid "Last Updated on"
+msgstr "Última actualización en"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_draft_limit
+msgid "Limit In Draft Invoices"
+msgstr "Límite en facturas borrador"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_open_limit
+msgid "Limit In Open Invoices"
+msgstr "Límite en facturas abiertas"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_unpaid_limit
+msgid "Limit In Unpaid Invoices"
+msgstr "Límite en facturas impagadas"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_account_amount_limit
+msgid "Limit Other Account Amount"
+msgstr "Límite en otros saldos contables"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_account_config_settings_invoice_unpaid_margin
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_company_invoice_unpaid_margin
+msgid "Maturity Margin"
+msgstr "Margen vencimiento"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_partner_risk_exceeded_wiz_origin_reference
+msgid "Object"
+msgstr "Objeto"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_account_amount
+msgid "Other Account Amount"
+msgstr "Otros saldos contables"
+
+#. module: partner_financial_risk
+#: model:ir.model,name:partner_financial_risk.model_res_partner
+msgid "Partner"
+msgstr "Empresa"
+
+#. module: partner_financial_risk
+#: code:addons/partner_financial_risk/wizard/parner_risk_exceeded.py:25
+#, python-format
+msgid "Partner risk exceeded"
+msgstr "Empresa con riesgo excedido"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_unpaid
+msgid ""
+"Residual amount of invoices in Open state and the date due is exceeded, "
+"considering Unpaid Margin set in account settings"
+msgstr ""
+"Importe pendiente en facturas abiertas cuya fecha de vencimiento se ha "
+"excedido, considerando el margen de días establecido en configuración de "
+"contabilidad"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_open
+msgid ""
+"Residual amount of invoices in Open state and the date due is not exceeded, "
+"considering Due Margin set in account settings"
+msgstr ""
+"Importe pendiente en facturas abiertas cuya fecha de vencimiento no se ha "
+"excedido, considerando el margen de días establecido en configuración de "
+"contabilidad"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_exception
+msgid "Risk Exception"
+msgstr "Excepción por riesgo"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_allow_edit
+msgid "Risk allow edit"
+msgstr "Permitir editar riesgo"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.partner_risk_exceeded_wizard
+msgid "Risk exceeded"
+msgstr "Riesgo excedido"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_account_amount_limit
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_draft_limit
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_open_limit
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_unpaid_limit
+msgid "Set 0 if it is not locked"
+msgstr "Establece 0 si no está bloqueado"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.res_partner_view_risk
+msgid "Specific Limits"
+msgstr "Límites específicos"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_total
+msgid "Sum of total risk included"
+msgstr "Suma de riesgo total incluido"
+
+#. module: partner_financial_risk
+#: model:ir.ui.view,arch_db:partner_financial_risk.partner_risk_exceeded_wizard
+msgid "The partner has exceeded his risk"
+msgstr "La empresa ha excedido su riesgo"
+
+#. module: partner_financial_risk
+#: code:addons/partner_financial_risk/models/account_invoice.py:28
+#, python-format
+msgid "This invoice exceeds the financial risk.\n"
+msgstr "Esta factura excede el riesgo financiero.\n"
+
+#. module: partner_financial_risk
+#: code:addons/partner_financial_risk/models/account_invoice.py:23
+#, python-format
+msgid "This invoice exceeds the open invoices risk.\n"
+msgstr "Esta factura excede el riesgo de facturas abiertas.\n"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_draft
+msgid "Total Draft Invoices"
+msgstr "Total facturas borrador"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_open
+msgid "Total Open Invoices"
+msgstr "Total facturas borrador abiertas"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_total
+msgid "Total Risk"
+msgstr "Riesgo total"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,field_description:partner_financial_risk.field_res_partner_risk_invoice_unpaid
+msgid "Total Unpaid Invoices"
+msgstr "Total facturas impagadas"
+
+#. module: partner_financial_risk
+#: model:ir.model.fields,help:partner_financial_risk.field_res_partner_risk_invoice_draft
+msgid "Total amount of invoices in Draft or Pro-forma state"
+msgstr "Importe total de facturas borrador o pro-forma"
+
+#. module: partner_financial_risk
+#: model:ir.model,name:partner_financial_risk.model_account_config_settings
+msgid "account.config.settings"
+msgstr ""
+
+#. module: partner_financial_risk
+#: model:ir.model,name:partner_financial_risk.model_partner_risk_exceeded_wiz
+msgid "partner.risk.exceeded.wiz"
+msgstr ""

partner_financial_risk/models/__init__.py

@@ -0,0 +1,6 @@
+# -*- coding: utf-8 -*-
+
+from . import account_invoice
+from . import res_company
+from . import res_config
+from . import res_partner

partner_financial_risk/models/account_invoice.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import api, models, _
+
+
+class AccountInvoice(models.Model):
+    _inherit = 'account.invoice'
+
+    @api.multi
+    def invoice_open(self):
+        if self.env.context.get('bypass_risk', False):
+            return self.signal_workflow('invoice_open')
+        for invoice in self:
+            partner = invoice.partner_id
+            exception_msg = ""
+            if partner.risk_exception:
+                exception_msg = _("Financial risk exceeded.\n")
+            elif partner.risk_invoice_open_limit and (
+                    (partner.risk_invoice_open + invoice.amount_total) >
+                    partner.risk_invoice_open_limit):
+                exception_msg = _(
+                    "This invoice exceeds the open invoices risk.\n")
+            elif partner.risk_invoice_open_include and (
+                    (partner.risk_total + invoice.amount_total) >
+                    partner.credit_limit):
+                exception_msg = _(
+                    "This invoice exceeds the financial risk.\n")
+            if exception_msg:
+                return self.env['partner.risk.exceeded.wiz'].create({
+                    'exception_msg': exception_msg,
+                    'partner_id': partner.id,
+                    'origin_reference':
+                        '%s,%s' % (self._model, invoice.id),
+                    'continue_method': 'invoice_open',
+                }).action_show()
+        return self.signal_workflow('invoice_open')

partner_financial_risk/models/res_company.py

@@ -0,0 +1,13 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = 'res.company'
+
+    invoice_unpaid_margin = fields.Integer(
+        string="Maturity Margin",
+        help="Days after due date to set an invoice as unpaid")

partner_financial_risk/models/res_config.py

@@ -0,0 +1,12 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import fields, models
+
+
+class AccountConfigSettings(models.TransientModel):
+    _inherit = 'account.config.settings'
+
+    invoice_unpaid_margin = fields.Integer(
+        related='company_id.invoice_unpaid_margin')

partner_financial_risk/models/res_partner.py

@@ -0,0 +1,150 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from datetime import datetime
+from dateutil.relativedelta import relativedelta
+from openerp import api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    risk_invoice_draft_include = fields.Boolean(
+        string='Include Draft Invoices', help='Full risk computation')
+    risk_invoice_draft_limit = fields.Monetary(
+        string='Limit In Draft Invoices', help='Set 0 if it is not locked')
+    risk_invoice_draft = fields.Monetary(
+        compute='_compute_risk_invoice', store=True,
+        string='Total Draft Invoices',
+        help='Total amount of invoices in Draft or Pro-forma state')
+    risk_invoice_open_include = fields.Boolean(
+        string='Include Open Invoices', help='Full risk computation')
+    risk_invoice_open_limit = fields.Monetary(
+        string='Limit In Open Invoices', help='Set 0 if it is not locked')
+    risk_invoice_open = fields.Monetary(
+        compute='_compute_risk_invoice', store=True,
+        string='Total Open Invoices',
+        help='Residual amount of invoices in Open state and the date due is '
+             'not exceeded, considering Due Margin set in account '
+             'settings')
+    risk_invoice_unpaid_include = fields.Boolean(
+        string='Include Unpaid Invoices', help='Full risk computation')
+    risk_invoice_unpaid_limit = fields.Monetary(
+        string='Limit In Unpaid Invoices', help='Set 0 if it is not locked')
+    risk_invoice_unpaid = fields.Monetary(
+        compute='_compute_risk_invoice', store=True,
+        string='Total Unpaid Invoices',
+        help='Residual amount of invoices in Open state and the date due is '
+             'exceeded, considering Unpaid Margin set in account settings')
+
+    risk_account_amount_include = fields.Boolean(
+        string='Include Other Account Amount', help='Full risk computation')
+    risk_account_amount_limit = fields.Monetary(
+        string='Limit Other Account Amount', help='Set 0 if it is not locked')
+    risk_account_amount = fields.Monetary(
+        compute='_compute_risk_account_amount',
+        string='Other Account Amount',
+        help='Difference between accounting credit and rest of totals')
+
+    risk_total = fields.Monetary(
+        compute='_compute_risk_exception',
+        string='Total Risk', help='Sum of total risk included')
+    risk_exception = fields.Boolean(
+        compute='_compute_risk_exception',
+        string='Risk Exception',
+        help='It Indicate if partner risk exceeded')
+    credit_policy = fields.Char()
+    risk_allow_edit = fields.Boolean(compute='_compute_risk_allow_edit')
+
+    @api.multi
+    def _compute_risk_allow_edit(self):
+        is_editable = self.env.user.has_group(
+            'base.group_sale_manager') or self.env.user.has_group(
+            'account.group_account_manager')
+        for partner in self:
+            partner.risk_allow_edit = is_editable
+
+    @api.multi
+    @api.depends('invoice_ids', 'invoice_ids.state',
+                 'invoice_ids.amount_total', 'invoice_ids.residual',
+                 'invoice_ids.company_id.invoice_unpaid_margin')
+    def _compute_risk_invoice(self):
+        max_date = self._max_risk_date_due()
+        for partner in self:
+            invoices_out = partner.invoice_ids.filtered(
+                lambda x: x.type == 'out_invoice')
+            invoices = invoices_out.filtered(
+                lambda x: x.state in ['draft', 'proforma', 'proforma2'])
+            partner.risk_invoice_draft = sum(invoices.mapped('amount_total'))
+            invoices = invoices_out.filtered(
+                lambda x: x.state == 'open' and x.date_due >= max_date)
+            partner.risk_invoice_open = sum(invoices.mapped('residual'))
+            invoices = invoices_out.filtered(
+                lambda x: x.state == 'open' and x.date_due < max_date)
+            partner.risk_invoice_unpaid = sum(invoices.mapped('residual'))
+
+    @api.multi
+    @api.depends('credit', 'risk_invoice_open', 'risk_invoice_unpaid')
+    def _compute_risk_account_amount(self):
+        for partner in self:
+            partner.risk_account_amount = (
+                partner.credit - partner.risk_invoice_open -
+                partner.risk_invoice_unpaid)
+
+    @api.multi
+    @api.depends(lambda x: x._get_depends_compute_risk_exception())
+    def _compute_risk_exception(self):
+        risk_field_list = self._risk_field_list()
+        for partner in self:
+            amount = 0.0
+            for risk_field in risk_field_list:
+                field_value = getattr(partner, risk_field[0], 0.0)
+                max_value = getattr(partner, risk_field[1], 0.0)
+                if max_value and field_value > max_value:
+                    partner.risk_exception = True
+                if getattr(partner, risk_field[2], False):
+                    amount += field_value
+            partner.risk_total = amount
+            if amount > partner.credit_limit:
+                partner.risk_exception = True
+
+    @api.model
+    def _max_risk_date_due(self):
+        return fields.Date.to_string(datetime.today().date() - relativedelta(
+            days=self.env.user.company_id.invoice_unpaid_margin))
+
+    @api.model
+    def _risk_field_list(self):
+        return [
+            ('risk_invoice_draft', 'risk_invoice_draft_limit',
+             'risk_invoice_draft_include'),
+            ('risk_invoice_open', 'risk_invoice_open_limit',
+             'risk_invoice_open_include'),
+            ('risk_invoice_unpaid', 'risk_invoice_unpaid_limit',
+             'risk_invoice_unpaid_include'),
+            ('risk_account_amount', 'risk_account_amount_limit',
+             'risk_account_amount_include'),
+        ]
+
+    @api.model
+    def _get_depends_compute_risk_exception(self):
+        # TODO: Improve code without performance loss
+        tuple_list = self._risk_field_list()
+        res = [x[0] for x in tuple_list]
+        res.extend([x[1] for x in tuple_list])
+        res.extend([x[2] for x in tuple_list])
+        res.append('credit_limit')
+        return res
+
+    @api.model
+    def process_unpaid_invoices(self):
+        today = fields.Date.today()
+        ConfigParameter = self.env['ir.config_parameter']
+        last_check = ConfigParameter.get_param(
+            'partner_financial_risk.last_check', default='2016-01-01')
+        invoices = self.env['account.invoice'].search([
+            ('date_due', '>=', last_check), ('date_due', '<', today)])
+        invoices.mapped('partner_id')._compute_risk_invoice()
+        ConfigParameter.set_param('partner_financial_risk.last_check', today)
+        return True

partner_financial_risk/tests/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import test_partner_financial_risk

partner_financial_risk/tests/test_partner_financial_risk.py

@@ -0,0 +1,79 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp.tests.common import TransactionCase
+from openerp import fields
+
+
+class TestPartnerFinancialRisk(TransactionCase):
+    def setUp(self):
+        super(TestPartnerFinancialRisk, self).setUp()
+        self.env.user.groups_id |= self.env.ref('base.group_sale_manager')
+        self.partner = self.env['res.partner'].create({
+            'name': 'Partner test',
+            'customer': True,
+        })
+        self.journal = self.env['account.journal'].create({
+            'type': 'sale',
+            'name': 'Test Sales',
+            'code': 'TSALE',
+        })
+        self.prod_account = self.env.ref('account.demo_coffee_machine_account')
+        self.inv_account = self.env.ref('account.demo_sale_of_land_account')
+        self.invoice = self.env['account.invoice'].create({
+            'journal_id': self.journal.id,
+            'company_id': self.env.user.company_id.id,
+            'currency_id': self.env.user.company_id.currency_id.id,
+            'partner_id': self.partner.id,
+            'invoice_line_ids': [(0, 0, {
+                'account_id': self.prod_account.id,
+                'name': 'Test line',
+                'price_unit': 50,
+                'quantity': 10,
+            })]
+        })
+
+    def test_invoices(self):
+        self.partner.risk_invoice_draft_include = True
+        self.assertAlmostEqual(self.partner.risk_invoice_draft, 500.0)
+        self.assertAlmostEqual(self.partner.risk_total, 500.0)
+        self.invoice.signal_workflow('invoice_open')
+        self.assertAlmostEqual(self.partner.risk_invoice_draft, 0.0)
+        self.assertFalse(self.invoice.date_due)
+        self.partner.risk_invoice_unpaid_include = True
+        self.assertAlmostEqual(self.partner.risk_total, 500.0)
+        self.partner.credit_limit = 100.0
+        self.assertTrue(self.partner.risk_exception)
+        self.partner.credit_limit = 1000.0
+        self.assertFalse(self.partner.risk_exception)
+        self.partner.risk_invoice_unpaid_limit = 499.0
+        self.assertTrue(self.partner.risk_exception)
+        invoice2 = self.invoice.copy()
+        wiz_dic = invoice2.invoice_open()
+        wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
+        self.assertEqual(wiz.exception_msg, "Financial risk exceeded.\n")
+        self.partner.risk_invoice_unpaid_limit = 0.0
+        self.assertFalse(self.partner.risk_exception)
+        self.partner.risk_invoice_open_limit = 300.0
+        invoice2.date_due = fields.Date.today()
+        wiz_dic = invoice2.invoice_open()
+        wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
+        self.assertEqual(wiz.exception_msg,
+                         "This invoice exceeds the open invoices risk.\n")
+        self.partner.risk_invoice_open_limit = 0.0
+        self.partner.risk_invoice_draft_include = False
+        self.partner.risk_invoice_open_include = True
+        self.partner.credit_limit = 900.0
+        wiz_dic = invoice2.invoice_open()
+        wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
+        self.assertEqual(wiz.exception_msg,
+                         "This invoice exceeds the financial risk.\n")
+        self.assertAlmostEqual(self.partner.risk_invoice_open, 0.0)
+        wiz.button_continue()
+        self.assertAlmostEqual(self.partner.risk_invoice_open, 500.0)
+        self.assertTrue(self.partner.risk_allow_edit)
+        self.partner.process_unpaid_invoices()
+        self.assertEqual(self.env['ir.config_parameter'].get_param(
+            'partner_financial_risk.last_check'),
+            fields.Date.today())

partner_financial_risk/views/account_invoice_view.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+    <record id="invoice_partner_risk_form" model="ir.ui.view">
+        <field name="name">account.invoice.partner.risk.form</field>
+        <field name="model">account.invoice</field>
+        <field name="inherit_id" ref="account.invoice_form"/>
+        <field name="arch" type="xml">
+                <button name="invoice_open" position="attributes">
+                    <attribute name="type">object</attribute>
+                </button>
+        </field>
+    </record>
+</odoo>

partner_financial_risk/views/res_config_view.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+
+    <record id="view_account_config" model="ir.ui.view">
+        <field name="name">account settings</field>
+        <field name="model">account.config.settings</field>
+        <field name="inherit_id" ref="account.view_account_config_settings"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='payment_acquirer']/.." position="after">
+                <label for="id" string="Financial Risk"/>
+                <div name="financial_risk" string="Financial Risk div">
+                    <label for="invoice_unpaid_margin"/>
+                    <field name="invoice_unpaid_margin" class="oe_inline"/>
+                </div>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

partner_financial_risk/views/res_partner_view.xml

@@ -0,0 +1,58 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+    <record id="res_partner_view_risk" model="ir.ui.view">
+        <field name="name">res.partner.view.risk</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="priority" eval="20"/>
+        <field name="groups_id" eval="[(4, ref('base.group_sale_salesman')), (4, ref('account.group_account_manager'))]"/>
+        <field name="arch" type="xml">
+            <page name="sales_purchases" position="after">
+                <page name="financial_risk" string="Financial Risk" attrs="{'invisible': [('customer','=',False)]}">
+                    <group name="risk_general" col="3">
+                        <group string="General Limits" name="risk_include" col="1" colspan="2">
+                            <group col="3" class="oe_subtotal_footer">
+                                <field name="risk_invoice_draft_include"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_invoice_draft" nolabel="1"/>
+                                <field name="risk_invoice_open_include"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_invoice_open" nolabel="1"/>
+                                <field name="risk_invoice_unpaid_include"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_invoice_unpaid" nolabel="1"/>
+                                <field name="risk_account_amount_include"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_account_amount" nolabel="1"/>
+                                <field name="risk_total" colspan="3" class="oe_subtotal_footer_separator"/>
+                            </group>
+                        </group>
+                        <group string="Specific Limits" name="risk_limits" col="1">
+                            <group class="oe_subtotal_footer">
+                                <field name="risk_invoice_draft_limit"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_invoice_open_limit"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_invoice_unpaid_limit"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_account_amount_limit"
+                                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                                <field name="risk_allow_edit" invisible="1"/>
+                            </group>
+                        </group>
+                    </group>
+                    <group string="Info" col="4">
+                        <field name="credit_limit"
+                               widget="monetary"
+                               attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                        <field name="credit_policy"
+                               attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                        <field name="risk_exception"/>
+                    </group>
+                </page>
+            </page>
+        </field>
+    </record>
+</odoo>

partner_financial_risk/wizard/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import parner_risk_exceeded

partner_financial_risk/wizard/parner_risk_exceeded.py

@@ -0,0 +1,37 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import api, fields, models, _
+
+
+class PartnerRiskExceededWiz(models.TransientModel):
+    _name = 'partner.risk.exceeded.wiz'
+
+    partner_id = fields.Many2one(
+        comodel_name='res.partner', readonly=True, string='Customer')
+    exception_msg = fields.Text(readonly=True)
+    origin_reference = fields.Reference(
+        lambda self: [
+            (m.model, m.name) for m in self.env['ir.model'].search([])],
+        string='Object')
+    continue_method = fields.Char()
+
+    @api.multi
+    def action_show(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Partner risk exceeded'),
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_type': 'form',
+            'view_mode': 'form',
+            'target': 'new',
+        }
+
+    @api.multi
+    def button_continue(self):
+        self.ensure_one()
+        return getattr(self.origin_reference.with_context(
+            bypass_risk=True), self.continue_method)()

partner_financial_risk/wizard/partner_risk_exceeded_view.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+    <record id="partner_risk_exceeded_wizard" model="ir.ui.view">
+        <field name="name">Partner risk exceeded</field>
+        <field name="model">partner.risk.exceeded.wiz</field>
+        <field name="arch" type="xml">
+            <form string="Risk exceeded">
+                <p>The partner has exceeded his risk</p>
+                <field name="exception_msg" colspan="2" nolabel="1"/>
+                <group>
+                    <field name="partner_id"/>
+                </group>
+                <footer>
+                    <button string="Continue"
+                            class="oe_highlight"
+                            name="button_continue"
+                            type="object"
+                            groups="base.group_sale_manager,account.group_account_manager"
+                            />
+                    <button string="Cancel"
+                            class="oe_link"
+                            special="cancel"
+                            />
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>