account_financial_risk
Provides tools to monitor and enforce customer credit risk limits across Odoo's accounting workflows.
Key Features
- res.partner: Adds a financial risk tab on partners where credit limits, component thresholds, and remaining risk are computed and tracked per customer.
- res.partner: Allows choosing the currency for credit calculations, records the last credit limit update date, and optionally shows risk data in the customer portal.
- account.move: Calculates invoice risk amounts in the partner's risk currency and blocks posting when limits are exceeded unless authorized.
- partner.risk.exceeded.wiz: Displays a warning when credit limits are breached and lets authorized users bypass the restriction.
- res.company: Provides company-level settings for overdue grace days and for permitting invoice validation despite risk breaches.
- res.config.settings: Exposes configuration switches for the financial risk grace period, over-limit validation, and portal visibility.
- portal: Shows the customer's credit limit, consumption breakdown, and remaining credit on the portal when enabled.
- res.groups: Defines financial risk user and manager roles to control who can view or override risk data.
- account.move.line: Offers a pivot analysis of receivable move lines to inspect the figures behind a partner's risk.