[16.0][ADD] pos_financial_risk

pos_financial_risk/README.rst

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+============================
+Point of Sale Financial Risk
+============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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.

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.