sale_financial_risk

Purpose

Extend partner financial risk management to sales orders by assessing exposure before confirmation.

Features

sale.order: Blocks confirmation when the customer's sales or global risk limits would be exceeded unless bypassed.
sale.order.line: Computes a risk amount per line from the uninvoiced portion and converts it to the partner's risk currency.
sale.order.line: Tracks the invoicing partner on each line to support aggregated risk reporting.
res.partner: Adds fields to include sales orders in financial risk, define sales-order-specific limits, and measure total open sales risk.
res.partner: Extends partner financial risk summaries to display the sales order exposure when enabled.
res.config.settings: Lets administrators include done sales orders in risk computations and permit confirmations beyond risk limits.
res.company: Stores whether the company allows sales confirmation even if risk limits are exceeded.
sales reporting: Provides a pivot analysis of sale order lines showing risk amounts and fulfillment metrics.
payment.transaction: Bypasses risk checks during sale confirmations triggered by authorized payments.
installation: Pre-initialization hook populates partner references on existing sale order lines to speed up risk calculations.