diff --git a/pos_financial_risk/README.rst b/pos_financial_risk/README.rst index e69de29bb2..7eba509b08 100644 --- a/pos_financial_risk/README.rst +++ b/pos_financial_risk/README.rst @@ -0,0 +1,122 @@ +============================ +Point of Sale Financial Risk +============================ + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! 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 + +|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 `_. +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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Cetmix + +Contributors +~~~~~~~~~~~~ + +* Cetmix +* 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 `__: + +|maintainer-geomer198| |maintainer-CetmixGitDrone| + +This module is part of the `OCA/pos `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/pos_financial_risk/static/description/index.html b/pos_financial_risk/static/description/index.html new file mode 100644 index 0000000000..dd1d432d1f --- /dev/null +++ b/pos_financial_risk/static/description/index.html @@ -0,0 +1,445 @@ + + + + + + +Point of Sale Financial Risk + + + +
+

Point of Sale Financial Risk

+ + +

Beta License: AGPL-3 OCA/pos Translate me on Weblate Try me on Runboat

+

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

+ +
+

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. +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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Cetmix
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

Current maintainers:

+

geomer198 CetmixGitDrone

+

This module is part of the OCA/pos project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/pos_financial_risk/static/src/scss/pos.scss b/pos_financial_risk/static/src/scss/pos.scss index 0a5c5869e6..ac10697b5d 100644 --- a/pos_financial_risk/static/src/scss/pos.scss +++ b/pos_financial_risk/static/src/scss/pos.scss @@ -3,3 +3,8 @@ border-color: $warning !important; color: black !important; } + +.payment-red { + background: rgba(255, 0, 0, 0.6); + cursor: not-allowed; +} diff --git a/pos_financial_risk/static/src/xml/PaymentScreen.xml b/pos_financial_risk/static/src/xml/PaymentScreen.xml index 87bb86ceb0..98bf550668 100644 --- a/pos_financial_risk/static/src/xml/PaymentScreen.xml +++ b/pos_financial_risk/static/src/xml/PaymentScreen.xml @@ -16,10 +16,7 @@ t-key="paymentMethod.id" >
-
+
diff --git a/test-requirements.txt b/test-requirements.txt deleted file mode 100644 index 74fe75a4f7..0000000000 --- a/test-requirements.txt +++ /dev/null @@ -1 +0,0 @@ -odoo-addon-account_financial_risk @ git+https://github.com/OCA/credit-control.git@refs/pull/272/head#subdirectory=setup/account_financial_risk