Initial commit: OCA Technical packages (595 packages)

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# Point of Sale Financial Risk
Odoo addon: pos_financial_risk
## Installation
```bash
pip install odoo-bringout-oca-pos-pos_financial_risk
```
## Dependencies
This addon depends on:
- point_of_sale
- account_financial_risk
## Manifest Information
- **Name**: Point of Sale Financial Risk
- **Version**: 16.0.1.0.1
- **Category**: Sales/Point of Sale
- **License**: AGPL-3
- **Installable**: True
## Source
Based on [OCA/pos](https://github.com/OCA/pos) branch 16.0, addon `pos_financial_risk`.
## License
This package maintains the original AGPL-3 license from the upstream Odoo project.
## Documentation
- Overview: doc/OVERVIEW.md
- Architecture: doc/ARCHITECTURE.md
- Models: doc/MODELS.md
- Controllers: doc/CONTROLLERS.md
- Wizards: doc/WIZARDS.md
- Reports: doc/REPORTS.md
- Security: doc/SECURITY.md
- Install: doc/INSTALL.md
- Usage: doc/USAGE.md
- Configuration: doc/CONFIGURATION.md
- Dependencies: doc/DEPENDENCIES.md
- Troubleshooting: doc/TROUBLESHOOTING.md
- FAQ: doc/FAQ.md

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# Architecture
```mermaid
flowchart TD
U[Users] -->|HTTP| V[Views and QWeb Templates]
V --> C[Controllers]
V --> W[Wizards Transient Models]
C --> M[Models and ORM]
W --> M
M --> R[Reports]
DX[Data XML] --> M
S[Security ACLs and Groups] -. enforces .-> M
subgraph Pos_financial_risk Module - pos_financial_risk
direction LR
M:::layer
W:::layer
C:::layer
V:::layer
R:::layer
S:::layer
DX:::layer
end
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
```
Notes
- Views include tree/form/kanban templates and report templates.
- Controllers provide website/portal routes when present.
- Wizards are UI flows implemented with `models.TransientModel`.
- Data XML loads data/demo records; Security defines groups and access.

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# Configuration
Refer to Odoo settings for pos_financial_risk. Configure related models, access rights, and options as needed.

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# Controllers
This module does not define custom HTTP controllers.

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# Dependencies
This addon depends on:
- [point_of_sale](../../odoo-bringout-oca-ocb-point_of_sale)
- account_financial_risk

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# FAQ
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
- Q: How to enable? A: Start server with --addon pos_financial_risk or install in UI.

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# Install
```bash
pip install odoo-bringout-oca-pos-pos_financial_risk"
# or
uv pip install odoo-bringout-oca-pos-pos_financial_risk"
```

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# Models
Detected core models and extensions in pos_financial_risk.
```mermaid
classDiagram
class pos_config
class pos_payment_method
class pos_session
class res_config_settings
```
Notes
- Classes show model technical names; fields omitted for brevity.
- Items listed under _inherit are extensions of existing models.

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# Overview
Packaged Odoo addon: pos_financial_risk. Provides features documented in upstream Odoo 16 under this addon.
- Source: OCA/OCB 16.0, addon pos_financial_risk
- License: LGPL-3

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# Reports
This module does not define custom reports.

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# Security
This module does not define custom security rules or access controls beyond Odoo defaults.
Default Odoo security applies:
- Base user access through standard groups
- Model access inherited from dependencies
- No custom row-level security rules

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# Troubleshooting
- Ensure Python and Odoo environment matches repo guidance.
- Check database connectivity and logs if startup fails.
- Validate that dependent addons listed in DEPENDENCIES.md are installed.

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# Usage
Start Odoo including this addon (from repo root):
```bash
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon pos_financial_risk
```

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# Wizards
This module does not include UI wizards.

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============================
Point of Sale Financial Risk
============================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:6849547ab12c33aedfe65b29213299ed41bd7383e89a935d32f6d337c685d6c5
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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%2Fpos-lightgray.png?logo=github
:target: https://github.com/OCA/pos/tree/16.0/pos_financial_risk
:alt: OCA/pos
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/pos-16-0/pos-16-0-pos_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/pos&target_branch=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
Extends Partner Financial Risk to manage POS orders.
If POS order exceeds partner credit limit POS only non restricted payment methods will remain available.
Payment method availability can be specified both system wide and for a particular POS.
If no restrictions are specified for a POS global ones will be applied.
**Table of contents**
.. contents::
:local:
Configuration
=============
To restrict a payment method for all POS:
Go to **Post of Sale**/**Configuration**/**Payment Methods** and select a payment method.
Enable **Credit Limit Restricted** to restrict usage of this payment method if credit limit threshold is overrun.
To specify restriction for a selected POS:
Go to **Settings**/**Point of Sale** select a POS and scroll down to the **Payment** section.
Add payment methods to the **Credit Limit Restricted** field.
Usage
=====
To use this module, you need to:
Go to Customers > Financial Risk
Set limits and choose options to compute in credit limit.
Go to POS -> Open POS and create a new order.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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/pos/issues/new?body=module:%20pos_financial_risk%0Aversion:%2016.0%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
~~~~~~~
* Cetmix
Contributors
~~~~~~~~~~~~
* Cetmix <https://cetmix.com/>
* Maksim Shurupov
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-geomer198| image:: https://github.com/geomer198.png?size=40px
:target: https://github.com/geomer198
:alt: geomer198
.. |maintainer-CetmixGitDrone| image:: https://github.com/CetmixGitDrone.png?size=40px
:target: https://github.com/CetmixGitDrone
:alt: CetmixGitDrone
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-geomer198| |maintainer-CetmixGitDrone|
This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/16.0/pos_financial_risk>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models

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{
"name": "Point of Sale Financial Risk",
"version": "16.0.1.0.1",
"category": "Sales/Point of Sale",
"summary": "Point of Sale Fonancial Risk",
"depends": ["point_of_sale", "account_financial_risk"],
"website": "https://github.com/OCA/pos",
"author": "Cetmix,Odoo Community Association (OCA)",
"maintainers": ["geomer198", "CetmixGitDrone"],
"data": [
"views/pos_payment_method_views.xml",
"views/res_config_settings_views.xml",
],
"installable": True,
"assets": {
"point_of_sale.assets": [
"pos_financial_risk/static/src/js/*.js",
"pos_financial_risk/static/src/scss/*.scss",
"pos_financial_risk/static/src/xml/*.xml",
],
},
"license": "AGPL-3",
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * pos_financial_risk
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "(remainder"
msgstr "(remainder"
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "<span class=\"o_form_label\">Credit Limit Restricted</span>"
msgstr "<span class=\"o_form_label\">Credit Limit Restricted</span>"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "Blocked due to credit limit reached"
msgstr "Blocked due to credit limit reached"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_res_config_settings
msgid "Config Settings"
msgstr "Postavke"
#. module: pos_financial_risk
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_config__payment_credit_limit_restricted_ids
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_payment_method__credit_limit_restricted
#: model:ir.model.fields,field_description:pos_financial_risk.field_res_config_settings__pos_payment_credit_limit_restricted_ids
msgid "Credit Limit Restricted"
msgstr "Credit Limit Restricted"
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "Payment methods with credit limit restricted"
msgstr "Payment methods with credit limit restricted"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_config
msgid "Point of Sale Configuration"
msgstr "Postavke prodajnog mjesta"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_payment_method
msgid "Point of Sale Payment Methods"
msgstr "Načini plaćanja na prodajnom mjestu"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_session
msgid "Point of Sale Session"
msgstr "Sesija POS-a"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * pos_financial_risk
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-02-08 22:35+0000\n"
"Last-Translator: Ivorra78 <informatica@totmaterial.es>\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "(remainder"
msgstr "(resto"
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "<span class=\"o_form_label\">Credit Limit Restricted</span>"
msgstr "<span class=\"o_form_label\">Límite de Crédito Restringido</span>"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "Blocked due to credit limit reached"
msgstr "Bloqueado por haber alcanzado el límite de crédito"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_res_config_settings
msgid "Config Settings"
msgstr "Ajustes Config"
#. module: pos_financial_risk
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_config__payment_credit_limit_restricted_ids
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_payment_method__credit_limit_restricted
#: model:ir.model.fields,field_description:pos_financial_risk.field_res_config_settings__pos_payment_credit_limit_restricted_ids
msgid "Credit Limit Restricted"
msgstr "Límite de Crédito Restringido"
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "Payment methods with credit limit restricted"
msgstr "Métodos de pago con límite de crédito restringido"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_config
msgid "Point of Sale Configuration"
msgstr "Configuración de Punto de Venta"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_payment_method
msgid "Point of Sale Payment Methods"
msgstr "Métodos de Pago en el Punto de Venta"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_session
msgid "Point of Sale Session"
msgstr "Sesión del Punto de Venta"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * pos_financial_risk
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-02-26 15:34+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "(remainder"
msgstr "(promemoria"
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "<span class=\"o_form_label\">Credit Limit Restricted</span>"
msgstr "<span class=\"o_form_label\">Limite credito ridotto</span>"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "Blocked due to credit limit reached"
msgstr "Bloccato per limite credito raggiunto"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_res_config_settings
msgid "Config Settings"
msgstr "Impostazioni configurazione"
#. module: pos_financial_risk
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_config__payment_credit_limit_restricted_ids
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_payment_method__credit_limit_restricted
#: model:ir.model.fields,field_description:pos_financial_risk.field_res_config_settings__pos_payment_credit_limit_restricted_ids
msgid "Credit Limit Restricted"
msgstr "Limite credito ridotto"
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "Payment methods with credit limit restricted"
msgstr "Metodi di pagamento con limite credito ridotto"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_config
msgid "Point of Sale Configuration"
msgstr "Configurazione punto vendita"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_payment_method
msgid "Point of Sale Payment Methods"
msgstr "Metodi di pagamento punto vendita"
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_session
msgid "Point of Sale Session"
msgstr "Sessione punto vendita"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * pos_financial_risk
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "(remainder"
msgstr ""
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "<span class=\"o_form_label\">Credit Limit Restricted</span>"
msgstr ""
#. module: pos_financial_risk
#. odoo-javascript
#: code:addons/pos_financial_risk/static/src/xml/PaymentScreen.xml:0
#, python-format
msgid "Blocked due to credit limit reached"
msgstr ""
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_res_config_settings
msgid "Config Settings"
msgstr ""
#. module: pos_financial_risk
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_config__payment_credit_limit_restricted_ids
#: model:ir.model.fields,field_description:pos_financial_risk.field_pos_payment_method__credit_limit_restricted
#: model:ir.model.fields,field_description:pos_financial_risk.field_res_config_settings__pos_payment_credit_limit_restricted_ids
msgid "Credit Limit Restricted"
msgstr ""
#. module: pos_financial_risk
#: model_terms:ir.ui.view,arch_db:pos_financial_risk.res_config_settings_view_form
msgid "Payment methods with credit limit restricted"
msgstr ""
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_config
msgid "Point of Sale Configuration"
msgstr ""
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_payment_method
msgid "Point of Sale Payment Methods"
msgstr ""
#. module: pos_financial_risk
#: model:ir.model,name:pos_financial_risk.model_pos_session
msgid "Point of Sale Session"
msgstr ""

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from . import pos_config
from . import pos_payment_method
from . import pos_session
from . import res_config_settings

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from odoo import fields, models
class PosConfig(models.Model):
_inherit = "pos.config"
payment_credit_limit_restricted_ids = fields.Many2many(
comodel_name="pos.payment.method",
relation="pos_config_payment_method_restricted_rel",
column1="config_id",
column2="payment_method_id",
string="Credit Limit Restricted",
)

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from odoo import fields, models
class PosPaymentMethod(models.Model):
_inherit = "pos.payment.method"
credit_limit_restricted = fields.Boolean()

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from odoo import models
class PosSession(models.Model):
_inherit = "pos.session"
def _loader_params_pos_payment_method(self):
params = super(PosSession, self)._loader_params_pos_payment_method()
params["search_params"]["fields"].append("credit_limit_restricted")
return params

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from odoo import fields, models
class ResConfigSettings(models.TransientModel):
_inherit = "res.config.settings"
pos_payment_credit_limit_restricted_ids = fields.Many2many(
related="pos_config_id.payment_credit_limit_restricted_ids",
readonly=False,
)

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To restrict a payment method for all POS:
Go to **Post of Sale**/**Configuration**/**Payment Methods** and select a payment method.
Enable **Credit Limit Restricted** to restrict usage of this payment method if credit limit threshold is overrun.
To specify restriction for a selected POS:
Go to **Settings**/**Point of Sale** select a POS and scroll down to the **Payment** section.
Add payment methods to the **Credit Limit Restricted** field.

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* Cetmix <https://cetmix.com/>
* Maksim Shurupov

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Extends Partner Financial Risk to manage POS orders.
If POS order exceeds partner credit limit POS only non restricted payment methods will remain available.
Payment method availability can be specified both system wide and for a particular POS.
If no restrictions are specified for a POS global ones will be applied.

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To use this module, you need to:
Go to Customers > Financial Risk
Set limits and choose options to compute in credit limit.
Go to POS -> Open POS and create a new order.

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</head>
<body>
<div class="document" id="point-of-sale-financial-risk">
<h1 class="title">Point of Sale Financial Risk</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/pos/tree/16.0/pos_financial_risk"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/pos-16-0/pos-16-0-pos_financial_risk"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/pos&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>Extends Partner Financial Risk to manage POS orders.</p>
<p>If POS order exceeds partner credit limit POS only non restricted payment methods will remain available.</p>
<p>Payment method availability can be specified both system wide and for a particular POS.</p>
<p>If no restrictions are specified for a POS global ones will be applied.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>To restrict a payment method for all POS:</p>
<p>Go to <strong>Post of Sale</strong>/<strong>Configuration</strong>/<strong>Payment Methods</strong> and select a payment method.</p>
<p>Enable <strong>Credit Limit Restricted</strong> to restrict usage of this payment method if credit limit threshold is overrun.</p>
<p>To specify restriction for a selected POS:</p>
<p>Go to <strong>Settings</strong>/<strong>Point of Sale</strong> select a POS and scroll down to the <strong>Payment</strong> section.</p>
<p>Add payment methods to the <strong>Credit Limit Restricted</strong> field.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>To use this module, you need to:</p>
<p>Go to Customers &gt; Financial Risk</p>
<p>Set limits and choose options to compute in credit limit.</p>
<p>Go to POS -&gt; Open POS and create a new order.</p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>Cetmix</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul class="simple">
<li>Cetmix &lt;<a class="reference external" href="https://cetmix.com/">https://cetmix.com/</a>&gt;</li>
<li>Maksim Shurupov</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/geomer198"><img alt="geomer198" src="https://github.com/geomer198.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/CetmixGitDrone"><img alt="CetmixGitDrone" src="https://github.com/CetmixGitDrone.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/16.0/pos_financial_risk">OCA/pos</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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/** @odoo-module **/
import PaymentScreen from "point_of_sale.PaymentScreen";
import Registries from "point_of_sale.Registries";
export const PaymentScreenRisk = (OriginalPaymentScreen) =>
class extends OriginalPaymentScreen {
setup() {
super.setup();
this.paymentMethodsFromConfigBase = this.payment_methods_from_config;
this.paymentMethodsUnlock = [];
this.paymentMethodsLock = [];
this.remainderLimit = 0.0;
this.riskLimit = 0.0;
this.updatePaymentMethod();
}
async selectPartner() {
await super.selectPartner();
await this.updatePaymentMethod();
}
updatePaymentMethod() {
const order = this.currentOrder;
const partner = order.partner;
if (!partner) {
this.paymentMethodsUnlock = this.paymentMethodsFromConfigBase;
this.paymentMethodsLock = [];
this.render(true);
return;
}
const paymentCreditLimit =
this.env.pos.config.payment_credit_limit_restricted_ids;
const orderTotal =
order.get_total_with_tax() + order.get_rounding_applied();
this.rpc({
model: "res.partner",
method: "read",
args: [
partner.id,
["risk_remaining_value", "risk_exception", "credit_limit"],
],
}).then((partnerFields) => {
const riskRemainingValue = partnerFields[0].risk_remaining_value;
const riskException = partnerFields[0].risk_exception;
const creditLimit = partnerFields[0].credit_limit;
if (
riskException ||
(creditLimit > 0 && orderTotal > riskRemainingValue)
) {
if (paymentCreditLimit.length > 0) {
this.paymentMethodsUnlock =
this.paymentMethodsFromConfigBase.filter(
(method) => !paymentCreditLimit.includes(method.id)
);
} else {
this.paymentMethodsUnlock =
this.paymentMethodsFromConfigBase.filter(
(method) => !method.credit_limit_restricted
);
}
} else {
this.paymentMethodsUnlock = this.paymentMethodsFromConfigBase;
}
this.riskLimit = riskRemainingValue;
this.remainderLimit = (riskRemainingValue - orderTotal).toFixed(2);
this.paymentMethodsLock = this.paymentMethodsFromConfigBase.filter(
(method) => !this.paymentMethodsUnlock.includes(method)
);
this.render(true);
});
}
};
Registries.Component.extend(PaymentScreen, PaymentScreenRisk);

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.pos .button.error_risk {
background: $warning !important;
border-color: $warning !important;
color: black !important;
}
.payment-red {
background: rgba(255, 0, 0, 0.6);
cursor: not-allowed;
}

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<?xml version="1.0" encoding="UTF-8" ?>
<templates id="template" xml:space="preserve">
<t t-inherit="point_of_sale.PaymentScreen" t-inherit-mode="extension" owl="1">
<xpath
expr="//t[@t-foreach='payment_methods_from_config']"
position="attributes"
>
<attribute name="t-foreach">paymentMethodsUnlock</attribute>
</xpath>
<xpath expr="//div[hasclass('paymentmethods')]" position="after">
<div class="paymentmethods" t-if="paymentMethodsLock.length > 0">
<p class="title-category">Blocked due to credit limit reached</p>
<t
t-foreach="paymentMethodsLock"
t-as="paymentMethod"
t-key="paymentMethod.id"
>
<div class="button paymentmethod">
<div class="payment-name payment-red">
<s t-esc="paymentMethod.name" />
</div>
</div>
</t>
</div>
</xpath>
<xpath
expr="//div[hasclass('payment-buttons')]/div[hasclass('partner-button')]/div[hasclass('button')]"
position="attributes"
>
<attribute name="t-att-class">{
highlight: currentOrder.get_partner(),
error_risk: currentOrder.get_partner() &amp;&amp; riskLimit > 0 &amp;&amp; remainderLimit &lt;= 0 }
</attribute>
</xpath>
<xpath
expr="//div[hasclass('payment-buttons')]/div[hasclass('partner-button')]//t[@t-esc='partner.name']"
position="after"
>
<span t-if="riskLimit > 0"> (remainder <t t-esc="remainderLimit" />$)</span>
</xpath>
</t>
</templates>

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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="pos_payment_method_view_form" model="ir.ui.view">
<field name="name">pos.payment.method.inherit.form</field>
<field name="model">pos.payment.method</field>
<field name="inherit_id" ref="point_of_sale.pos_payment_method_view_form" />
<field name="arch" type="xml">
<field name="split_transactions" position="after">
<field name="credit_limit_restricted" />
</field>
</field>
</record>
<record id="pos_payment_method_view_tree" model="ir.ui.view">
<field name="name">pos.payment.method.inherit.tree</field>
<field name="model">pos.payment.method</field>
<field name="inherit_id" ref="point_of_sale.pos_payment_method_view_tree" />
<field name="arch" type="xml">
<tree position="inside">
<field name="credit_limit_restricted" optional="hide" />
</tree>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="res_config_settings_view_form" model="ir.ui.view">
<field
name="name"
>res.config.settings.view.form.inherit.pos_financial_risk</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="point_of_sale.res_config_settings_view_form" />
<field name="arch" type="xml">
<div id="payment_methods_new" position="after">
<div
class="col-12 col-lg-6 o_setting_box"
id="payment_methods_restricted"
>
<div class="o_setting_right_pane">
<span class="o_form_label">Credit Limit Restricted</span>
<div class="text-muted">
Payment methods with credit limit restricted
</div>
<div class="content-group mt16">
<field
name="pos_payment_credit_limit_restricted_ids"
colspan="4"
nolabel="1"
widget="many2many_tags"
attrs="{'readonly': [('pos_has_active_session','=', True)]}"
options="{'no_create': True}"
/>
</div>
</div>
</div>
</div>
</field>
</record>
</odoo>

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[project]
name = "odoo-bringout-oca-pos-pos_financial_risk"
version = "16.0.0"
description = "Point of Sale Financial Risk - Point of Sale Fonancial Risk"
authors = [
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
]
dependencies = [
"odoo-bringout-oca-ocb-point_of_sale>=16.0.0",
"odoo-bringout-oca-pos-account_financial_risk>=16.0.0",
"requests>=2.25.1"
]
readme = "README.md"
requires-python = ">= 3.11"
classifiers = [
"Development Status :: 5 - Production/Stable",
"Intended Audience :: Developers",
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
"Programming Language :: Python :: 3",
"Programming Language :: Python :: 3.11",
"Programming Language :: Python :: 3.12",
"Topic :: Office/Business",
]
[project.urls]
homepage = "https://github.com/bringout/0"
repository = "https://github.com/bringout/0"
[build-system]
requires = ["hatchling"]
build-backend = "hatchling.build"
[tool.hatch.metadata]
allow-direct-references = true
[tool.hatch.build.targets.wheel]
packages = ["pos_financial_risk"]
[tool.rye]
managed = true
dev-dependencies = [
"pytest>=8.4.1",
]