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============================ | ||
Point of Sale Financial Risk | ||
============================ | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:fb8495a13cf20e3ad4d1b279ec17e2e541168b09533d33a7870480db35107179 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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 | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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Extends Partner Financial Risk to manage POS orders. | ||
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If POS order exceeds partner credit limit POS only non restricted payment methods will remain available. | ||
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Payment method availability can be specified both system wide and for a particular POS. | ||
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If no restrictions are specified for a POS global ones will be applied. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To restrict a payment method for all POS: | ||
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Go to **Post of Sale**/**Configuration**/**Payment Methods** and select a payment method. | ||
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Enable **Credit Limit Restricted** to restrict usage of this payment method if credit limit threshold is overrun. | ||
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||
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||
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To specify restriction for a selected POS: | ||
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Go to **Settings**/**Point of Sale** select a POS and scroll down to the **Payment** section. | ||
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Add payment methods to the **Credit Limit Restricted** field. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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Go to Customers > Financial Risk | ||
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Set limits and choose options to compute in credit limit. | ||
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Go to POS -> Open POS and create a new order. | ||
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Bug Tracker | ||
=========== | ||
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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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Cetmix | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Cetmix <https://cetmix.com/> | ||
* Maksim Shurupov | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |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 | ||
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-geomer198| |maintainer-CetmixGitDrone| | ||
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This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/16.0/pos_financial_risk>`_ project on GitHub. | ||
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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": "16.0.1.0.0", | ||
"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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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 | ||
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class PosConfig(models.Model): | ||
_inherit = "pos.config" | ||
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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 | ||
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class PosPaymentMethod(models.Model): | ||
_inherit = "pos.payment.method" | ||
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credit_limit_restricted = fields.Boolean() |
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from odoo import models | ||
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class PosSession(models.Model): | ||
_inherit = "pos.session" | ||
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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 | ||
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class ResConfigSettings(models.TransientModel): | ||
_inherit = "res.config.settings" | ||
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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. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
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Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,7 @@ | ||
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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