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121 changes: 121 additions & 0 deletions purchase_financial_risk/README.rst
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=======================
Purchase Financial Risk
=======================

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!! This file is generated by oca-gen-addon-readme !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
:target: https://odoo-community.org/page/development-status
:alt: Alpha
.. |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%2Fcredit--control-lightgray.png?logo=github
:target: https://github.com/OCA/credit-control/tree/17.0/purchase_financial_risk
:alt: OCA/credit-control
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/credit-control-17-0/credit-control-17-0-purchase_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/credit-control&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Extends Partner Financial Risk to manage vendor exposure in purchases.

Adds a **Purchase Risk** page on the vendor form to track and control
how much financial exposure a company has with a given supplier. The
exposure is computed from:

- Confirmed purchase orders not yet fully invoiced (uninvoiced amount).
- Vendor bills in draft or posted state that have not been fully paid.

When a purchase order is confirmed and would cause the vendor's purchase
risk to exceed the configured limit, a warning wizard is shown. Users
with the **Purchase Risk Manager** role can override the block and
confirm the order anyway.

.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
:local:

Configuration
=============

1. Go to **Vendors** and open a vendor form.
2. Navigate to the **Purchase Risk** tab (visible to Purchase Risk
Managers).
3. Set the **Purchase Risk Limit** to the maximum exposure allowed for
this vendor.
4. Optionally enable **Purchase Risk Exception** to permanently bypass
risk checks for this vendor.
5. To grant override permissions, add the **Purchase Risk Manager** role
to the relevant users via **Settings → Users**.

Usage
=====

1. Open a vendor form and go to the **Purchase Risk** tab to see current
exposure, limit, and usage percentage.
2. When confirming a purchase order that would exceed the vendor's risk
limit, a warning dialog appears showing the current risk and the
limit.
3. Users with the **Purchase Risk Manager** role can click **Confirm
Anyway** in the dialog to proceed.
4. Regular users must reduce the order amount or ask a risk manager to
raise the vendor's purchase risk limit before confirming.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/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/credit-control/issues/new?body=module:%20purchase_financial_risk%0Aversion:%2017.0%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
-------

* Jarsa

Contributors
------------

- `Jarsa <https://www.jarsa.com>`__:

- Jarsa Development Team

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.

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/purchase_financial_risk>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions purchase_financial_risk/__init__.py
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# Copyright 2026 Jarsa
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models, wizards
26 changes: 26 additions & 0 deletions purchase_financial_risk/__manifest__.py
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# Copyright 2026 Jarsa
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Purchase Financial Risk",
"summary": "Manage financial risk and credit limits for vendors in purchases",
"version": "17.0.1.0.0",
"category": "Purchases",
"website": "https://github.com/OCA/credit-control",
"author": "Jarsa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"depends": [
"purchase",
"account_financial_risk",
],
"data": [
"security/purchase_financial_risk_security.xml",
"security/ir.model.access.csv",
"wizards/purchase_risk_exception_views.xml",
"views/purchase_order_line_views.xml",
"views/account_move_views.xml",
"views/res_partner_views.xml",
],
"installable": True,
"development_status": "Alpha",
}
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