[ADD] pos_financial_risk: Module add.

pos_financial_risk/__init__.py

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+from . import models

pos_financial_risk/__manifest__.py

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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",
+}

pos_financial_risk/models/__init__.py

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

pos_financial_risk/models/pos_config.py

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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",
+    )

pos_financial_risk/models/pos_payment_method.py

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

pos_financial_risk/models/pos_session.py

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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

pos_financial_risk/models/res_config_settings.py

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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,
+    )

pos_financial_risk/readme/CONFIGURE.rst

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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.

pos_financial_risk/readme/CONTRIBUTORS.rst

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

pos_financial_risk/readme/DESCRIPTION.rst

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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.

pos_financial_risk/readme/USAGE.rst

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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.

pos_financial_risk/static/src/js/PaymentScreen.esm.js

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+/** @odoo-module **/
+
+import PaymentScreen from "point_of_sale.PaymentScreen";
+import Registries from "point_of_sale.Registries";
+
+export const PaymentScreenRisk = (PaymentScreen) =>
+    class PaymentScreenRisk extends PaymentScreen {
+        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);

pos_financial_risk/static/src/scss/pos.scss

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+.pos .button.error_risk {
+    background: $warning !important;
+    border-color: $warning !important;
+    color: black !important;
+}

pos_financial_risk/static/src/xml/PaymentScreen.xml

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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"
+                            style="background: rgba(255, 0, 0, 0.6); cursor: not-allowed;"
+                        >
+                            <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>

pos_financial_risk/views/pos_payment_method_views.xml

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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>

pos_financial_risk/views/res_config_settings_views.xml

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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>

setup/pos_financial_risk/odoo/addons/pos_financial_risk

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+../../../../pos_financial_risk

setup/pos_financial_risk/setup.py

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+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)

test-requirements.txt

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+odoo-addon-account_financial_risk @ git+https://github.com/OCA/credit-control.git@refs/pull/272/head#subdirectory=setup/account_financial_risk