[IMP] sale_financial_risk: Send email when risk confirmed

sale_financial_risk/README.rst

@@ -7,7 +7,7 @@ Sale Financial Risk
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:ea8927c83b428d46a09ec5731ed39bf3def893cc64a8904cc994621051da9e8b
+   !! source digest: sha256:c9f9d5930234f1dc3c7968f2c219181d293ee4195f970c7c0afccb742e1984b1
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
@@ -41,6 +41,11 @@ If any limit is exceed the partner gets forbidden to confirm sale orders.
 .. contents::
    :local:
 
+Configuration
+=============
+
+If you want an email to be sent when risk is exceeded in sale orders, go to *Invoicing/Accounting > Configuration > Settings > Financial Risk* and fill the field `Email template sent when confirming sale order risk`.
+
 Usage
 =====
 
@@ -82,6 +87,10 @@ Contributors
 
 * Ugne Sinkeviciene <[email protected]>
 
+* `Aion Tech <https://aiontech.company/>`_:
+
+  * Simone Rubino <[email protected]>
+
 Maintainers
 ~~~~~~~~~~~
 

sale_financial_risk/__init__.py

@@ -1,2 +1,3 @@
 from .hooks import pre_init_hook
 from . import models
+from . import wizards

sale_financial_risk/models/__init__.py

@@ -1,4 +1,5 @@
 from . import payment
+from . import res_company
 from . import res_partner
 from . import sale
 from . import res_config_settings

sale_financial_risk/models/res_company.py

@@ -0,0 +1,15 @@
+# Copyright 2024 Simone Rubino - Aion Tech
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    sale_order_confirm_risk_template_id = fields.Many2one(
+        comodel_name="mail.template",
+        string="Email template sent when confirming sale order risk",
+        help="This email template is sent when "
+        "the 'Partner risk exceeded wizard' for a sale order is confirmed.",
+    )

sale_financial_risk/models/res_config_settings.py

@@ -1,3 +1,4 @@
+# Copyright 2024 Simone Rubino - Aion Tech
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from odoo import fields, models
 
@@ -9,3 +10,7 @@ class ResConfigSettings(models.TransientModel):
         "Include locked sale orders into risk calculation",
         config_parameter="sale_financial_risk.include_risk_sale_order_done",
     )
+    sale_order_confirm_risk_template_id = fields.Many2one(
+        readonly=False,
+        related="company_id.sale_order_confirm_risk_template_id",
+    )

sale_financial_risk/readme/CONFIGURE.rst

@@ -0,0 +1 @@
+If you want an email to be sent when risk is exceeded in sale orders, go to *Invoicing/Accounting > Configuration > Settings > Financial Risk* and fill the field `Email template sent when confirming sale order risk`.

sale_financial_risk/readme/CONTRIBUTORS.rst

@@ -8,3 +8,7 @@
 * Agathe Mollé <[email protected]>
 
 * Ugne Sinkeviciene <[email protected]>
+
+* `Aion Tech <https://aiontech.company/>`_:
+
+  * Simone Rubino <[email protected]>

sale_financial_risk/static/description/index.html

@@ -8,10 +8,11 @@
 
 /*
 :Author: David Goodger ([email protected])
-:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
+:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
 :Copyright: This stylesheet has been placed in the public domain.
 
 Default cascading style sheet for the HTML output of Docutils.
+Despite the name, some widely supported CSS2 features are used.
 
 See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
@@ -274,7 +275,7 @@
   margin-left: 2em ;
   margin-right: 2em }
 
-pre.code .ln { color: grey; } /* line numbers */
+pre.code .ln { color: gray; } /* line numbers */
 pre.code, code { background-color: #eeeeee }
 pre.code .comment, code .comment { color: #5C6576 }
 pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
@@ -300,7 +301,7 @@
 span.pre {
   white-space: pre }
 
-span.problematic {
+span.problematic, pre.problematic {
   color: red }
 
 span.section-subtitle {
@@ -366,7 +367,7 @@ <h1 class="title">Sale Financial Risk</h1>
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:ea8927c83b428d46a09ec5731ed39bf3def893cc64a8904cc994621051da9e8b
+!! source digest: sha256:c9f9d5930234f1dc3c7968f2c219181d293ee4195f970c7c0afccb742e1984b1
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/credit-control/tree/16.0/sale_financial_risk"><img alt="OCA/credit-control" src="https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-sale_financial_risk"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/credit-control&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>Extends Partner Financial Risk to manage sales orders.</p>
@@ -377,18 +378,23 @@ <h1 class="title">Sale Financial Risk</h1>
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
-<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
-<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
-<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
-<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
-<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
-<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
+<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
+<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
 </ul>
 </li>
 </ul>
 </div>
+<div class="section" id="configuration">
+<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
+<p>If you want an email to be sent when risk is exceeded in sale orders, go to <em>Invoicing/Accounting &gt; Configuration &gt; Settings &gt; Financial Risk</em> and fill the field <cite>Email template sent when confirming sale order risk</cite>.</p>
+</div>
 <div class="section" id="usage">
-<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
 <p>To use this module, you need to:</p>
 <ol class="arabic simple">
 <li>Go to <em>Customers &gt; Financial Risk</em></li>
@@ -397,23 +403,23 @@ <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
 </ol>
 </div>
 <div class="section" id="bug-tracker">
-<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/credit-control/issues">GitHub Issues</a>.
 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
 <a class="reference external" href="https://github.com/OCA/credit-control/issues/new?body=module:%20sale_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
 <div class="section" id="authors">
-<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
 <ul class="simple">
 <li>Tecnativa</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <ul class="simple">
 <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
 <li>Carlos Dauden</li>
@@ -424,12 +430,18 @@ <h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
 </li>
 <li>Agathe Mollé &lt;<a class="reference external" href="mailto:agathe.molle&#64;savoirfairelinux.com">agathe.molle&#64;savoirfairelinux.com</a>&gt;</li>
 <li>Ugne Sinkeviciene &lt;<a class="reference external" href="mailto:ugne&#64;versada.eu">ugne&#64;versada.eu</a>&gt;</li>
+<li><a class="reference external" href="https://aiontech.company/">Aion Tech</a>:<ul>
+<li>Simone Rubino &lt;<a class="reference external" href="mailto:simone.rubino&#64;aion-tech.it">simone.rubino&#64;aion-tech.it</a>&gt;</li>
+</ul>
+</li>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
-<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
 <p>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.</p>

sale_financial_risk/tests/test_partner_sale_risk.py

@@ -1,4 +1,5 @@
 # Copyright 2016-2018 Tecnativa - Carlos Dauden
+# Copyright 2024 Simone Rubino - Aion Tech
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
 from odoo import fields
@@ -243,3 +244,35 @@ def test_manual_currency_risk_exceeded(self):
         # Limit exceeded
         self.assertNotEqual(result, True)
         self.assertEqual(result["res_model"], "partner.risk.exceeded.wiz")
+
+    def test_confirm_risk_send_email(self):
+        """When the risk is confirmed by the user, an email is sent."""
+        # Arrange
+        order = self.sale_order
+        order.action_confirm()
+        template_subject = "Risk exceeded"
+        template = self.env["mail.template"].create(
+            {
+                "name": "Test Risk exceeded template",
+                "model_id": self.env.ref("sale.model_sale_order").id,
+                "subject": template_subject,
+            }
+        )
+        order.company_id.sale_order_confirm_risk_template_id = template
+        partner = order.partner_id
+        partner.risk_sale_order_include = True
+        partner.credit_limit = order.amount_total - 1
+        # pre-condition
+        self.assertTrue(partner.risk_exception)
+        existing_emails = self.env["mail.mail"].search([])
+
+        # Act
+        risk_wizard_action = order.copy().action_confirm()
+        risk_wizard = self.env[risk_wizard_action["res_model"]].browse(
+            risk_wizard_action["res_id"]
+        )
+        risk_wizard.button_continue()
+
+        # Assert
+        new_emails = self.env["mail.mail"].search([]) - existing_emails
+        self.assertIn(template_subject, new_emails.mapped("subject"))

sale_financial_risk/views/res_config_settings.xml

@@ -1,4 +1,6 @@
 <?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Simone Rubino - Aion Tech
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
 <odoo>
     <record id="res_config_settings_view_form" model="ir.ui.view">
         <field name="name">res.config.settings.view.form.inherit.credit.control</field>
@@ -26,6 +28,32 @@
                     </div>
                 </div>
             </xpath>
+            <xpath
+                expr="//field[@name='allow_overrisk_invoice_validation']/../.."
+                position="after"
+            >
+                <div class="col-12 col-lg-6 o_setting_box">
+                    <div class="o_setting_left_pane" />
+                    <div class="o_setting_right_pane">
+                        <label for="sale_order_confirm_risk_template_id" />
+                        <span
+                            class="fa fa-lg fa-building-o"
+                            title="Values set here are company-specific."
+                            role="img"
+                            aria-label="Values set here are company-specific."
+                            groups="base.group_multi_company"
+                        />
+                        <div class="text-muted">
+                            This email template is sent when the 'Partner risk exceeded wizard' for a sale order is confirmed.
+                        </div>
+                        <div class="content-group">
+                            <div class="row mt16 ml4">
+                                <field name="sale_order_confirm_risk_template_id" />
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </xpath>
         </field>
     </record>
 </odoo>

sale_financial_risk/wizards/__init__.py

@@ -0,0 +1,3 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import partner_risk_exceeded

sale_financial_risk/wizards/partner_risk_exceeded.py

@@ -0,0 +1,20 @@
+# Copyright 2024 Simone Rubino - Aion Tech
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class PartnerRiskExceededWiz(models.TransientModel):
+    _inherit = "partner.risk.exceeded.wiz"
+
+    def _post_sale_order_confirm_risk(self, origin_record):
+        template = origin_record.company_id.sale_order_confirm_risk_template_id
+        if template:
+            template.send_mail(origin_record.id)
+
+    def button_continue(self):
+        continue_result = super().button_continue()
+        origin_record = self.origin_reference
+        if origin_record._name == "sale.order":
+            self._post_sale_order_confirm_risk(origin_record)
+        return continue_result