18.0 credit control toggle

partner_credit_average_day/README.rst

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+==========================
+Partner Credit Average Day
+==========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
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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-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github
+    :target: https://github.com/OCA/credit-control/tree/18.0/partner_credit_average_day
+    :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-18-0/credit-control-18-0-partner_credit_average_day
+    :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=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends customer credit management by introducing an
+automatic credit check based on the average age of all open customer
+invoices.
+
+Key Features
+------------
+
+- Adds the following fields to partners:
+
+  - **Apply credit limit validation** — enables or disables checks.
+  - **Credit Limit (Days)** — maximum allowed average invoice age.
+  - **Average Credit Days** — computed field representing the average
+    age of outstanding posted customer invoices.
+
+- Enhances **Sale Order** confirmation:
+
+  - Blocks confirmation when:
+
+    - The user is *not* in the **Credit Manager** group,
+    - The partner has validation enabled,
+    - The partner’s average invoice age exceeds the configured limit.
+
+  - Shows a detailed list of open invoices when blocking.
+
+- Provides a **Credit Manager** group to bypass the rules.
+
+This module helps organizations enforce stricter credit control before
+allowing further sales to customers with aged outstanding invoices.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+This module introduces partner-level configuration options that
+determine whether a customer is allowed to confirm a sale order based on
+the average age of their open invoices.
+
+To configure the feature:
+
+1. Go to **Contacts → Customers** and open any customer record.
+2. Under the **Credit Control** section, configure:
+
+   - **Apply credit limit validation**
+     Enable this option to activate the credit rules for this customer.
+   - **Credit Limit (Days)**
+     Set the maximum allowed average age (in days) of all posted
+     customer invoices that still have a residual amount.
+
+3. Ensure that the **Credit Manager** group contains the users who
+   should be allowed to bypass this credit check.
+
+Usage
+=====
+
+This module is used to prevent confirming a Sale Order when a customer's
+open invoices have an average age higher than a configured limit.
+
+1. Configure the Partner
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Go to **Contacts → Customers**.
+2. Open a customer.
+3. Set:
+
+   - **Apply credit limit validation** = enabled
+   - **Credit Limit (Days)** = the maximum allowed average age
+
+4. The computed **Average Credit Days** will display automatically.
+
+2. Create or Review Open Invoices
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Create customer invoices (or leave existing ones).
+2. Post the invoices.
+3. Ensure some invoices remain unpaid (residual > 0).
+
+3. Create a Sale Order
+~~~~~~~~~~~~~~~~~~~~~~
+
+1. Create a new Sale Order for this customer.
+2. Add products and confirm.
+
+4. Resulting Behavior
+~~~~~~~~~~~~~~~~~~~~~
+
+- If the customer exceeds the allowed average credit age:
+
+  - **Non-Credit Manager users** → confirmation is **blocked**.
+  - A popup error shows:
+
+    - Customer name
+    - Average invoice age
+    - Allowed limit
+    - List of open invoices with dates, residuals, and ages
+
+- If the user belongs to **Credit Manager**, the sale confirms normally.
+
+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:%20partner_credit_average_day%0Aversion:%2018.0%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
+-------
+
+* Open Source Integrators
+
+Contributors
+------------
+
+- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
+- Nikul Chaudhary <nchaudhary@opensourceintegrators.com>
+
+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/18.0/partner_credit_average_day>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_credit_average_day/__init__.py

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+# Copyright 2025 Open Source Integrators
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+from . import models

partner_credit_average_day/__manifest__.py

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+# Copyright 2025 Open Source Integrators
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+{
+    "name": "Partner Credit Average Day",
+    "version": "18.0.1.0.0",
+    "summary": """Block sale confirmation when partner average
+    open invoice age exceeds configured days""",
+    "category": "Accounting",
+    "author": "Open Source Integrators, Odoo Community Association (OCA)",
+    "maintainer": "Open Source Integrators",
+    "license": "LGPL-3",
+    "website": "https://github.com/OCA/credit-control",
+    "depends": ["sale", "account"],
+    "data": [
+        "security/groups.xml",
+        "views/res_partner_views.xml",
+    ],
+    "installable": True,
+}

partner_credit_average_day/models/__init__.py

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+# Copyright 2025 Open Source Integrators
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+from . import res_partner
+from . import sale_order

partner_credit_average_day/models/res_partner.py

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+# Copyright 2025 Open Source Integrators
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    credit_limit_exception = fields.Boolean(
+        string="Apply Credit Limit Validation",
+        default=True,
+        help="""When checked, the partner will be validated against
+        average credit days on order confirmation.""",
+    )
+    credit_limit_day = fields.Integer(
+        string="Credit Limit (Days)",
+        help="Maximum allowed average age (in days) of open invoices for this partner.",
+    )
+    credit_average_day = fields.Float(
+        string="Average Credit Days",
+        compute="_compute_credit_average_day",
+        store=False,
+        help="Computed average age (in days) of the partner open invoices.",
+    )
+
+    def _compute_credit_average_day(self):
+        """
+        Compute the average age (in days) of all open customer invoices.
+        An invoice is considered when:
+            - move_type = 'out_invoice'
+            - state = 'posted'
+            - amount_residual > 0 (still unpaid or partially paid)
+
+        The age of an invoice = today - invoice_date.
+        If invoice_date is missing, fallback to move.date or create_date.
+        """
+        AccountMove = self.env["account.move"]
+        today = fields.Date.context_today(self)
+        for partner in self:
+            # Search unpaid posted customer invoices
+            moves = AccountMove.search(
+                [
+                    ("partner_id", "=", partner.id),
+                    ("move_type", "=", "out_invoice"),
+                    ("state", "=", "posted"),
+                    ("amount_residual", ">", 0),
+                ]
+            )
+            ages = []
+
+            for move in moves:
+                # Determine invoice date using a safe fallback chain
+                invoice_date = (
+                    move.invoice_date
+                    or move.date
+                    or (move.create_date.date() if move.create_date else None)
+                )
+
+                if isinstance(invoice_date, str):
+                    invoice_date = fields.Date.from_string(invoice_date)
+
+                # If still no date found, skip invoice
+                if not invoice_date:
+                    continue
+
+                # Calculate age
+                age_days = (today - invoice_date).days
+
+                # Avoid negative values if invoice date is in the future
+                ages.append(max(age_days, 0))
+
+            # Assign computed average or 0 if no invoices
+            partner.credit_average_day = (sum(ages) / len(ages)) if ages else 0.0

partner_credit_average_day/models/sale_order.py

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+# Copyright 2025 Open Source Integrators
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    def action_confirm(self):
+        """
+        Extend Sale Order confirmation to enforce customer credit rules:
+        - If `credit_limit_exception` is enabled on the partner,
+        - And user is NOT in the Credit Manager group,
+        - And partner's average invoice age exceeds the configured limit,
+        Then block confirmation and show a detailed list of open invoices.
+        """
+        AccountMove = self.env["account.move"]
+        today = fields.Date.context_today(self)
+
+        for order in self:
+            partner = order.partner_id
+
+            if (
+                not partner.credit_limit_exception
+                or self.env.user.has_group(
+                    "partner_credit_average_day.group_credit_manager"
+                )
+                or not partner.credit_limit_day
+            ):
+                continue
+
+            avg_days = float(partner.credit_average_day or 0.0)
+
+            # If average exceeds limit → BLOCK ORDER CONFIRMATION
+            if avg_days > float(partner.credit_limit_day):
+                # Fetch all open posted customer invoices
+                open_invoices = AccountMove.search(
+                    [
+                        ("partner_id", "=", partner.id),
+                        ("move_type", "=", "out_invoice"),
+                        ("state", "=", "posted"),
+                        ("amount_residual", ">", 0),
+                    ],
+                    order="invoice_date asc",
+                )
+
+                # Header lines
+                message_lines = [
+                    _(
+                        'The customer "%(name)s" exceeds the allowed credit limit.\n'
+                        "Average invoice age: %(avg).2f days\n"
+                        "Allowed limit: %(limit)s days\n"
+                    )
+                    % {
+                        "name": partner.display_name,
+                        "avg": avg_days,
+                        "limit": partner.credit_limit_day,
+                    },
+                    _("Open invoices:"),
+                    "",
+                ]
+
+                # Detailed invoice list
+                for inv in open_invoices:
+                    invoice_date = (
+                        inv.invoice_date
+                        or inv.date
+                        or (inv.create_date.date() if inv.create_date else None)
+                    )
+                    if isinstance(invoice_date, str):
+                        invoice_date = fields.Date.from_string(invoice_date)
+                    if not invoice_date:
+                        continue
+
+                    age_days = (today - invoice_date).days
+                    age_days = max(age_days, 0)
+
+                    message_lines.append(
+                        f"- {inv.name or inv.display_name} | "
+                        f"Date: {invoice_date} | "
+                        f"Residual: {inv.amount_residual:.2f} | "
+                        f"Age: {age_days} days"
+                    )
+
+                # Raise compiled message
+                raise UserError("\n".join(message_lines))
+
+        return super().action_confirm()

partner_credit_average_day/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

partner_credit_average_day/readme/CONFIGURE.md

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+This module introduces partner-level configuration options that determine
+whether a customer is allowed to confirm a sale order based on the
+average age of their open invoices.
+
+To configure the feature:
+
+1. Go to **Contacts → Customers** and open any customer record.
+2. Under the **Credit Control** section, configure:
+   - **Apply credit limit validation**  
+     Enable this option to activate the credit rules for this customer.
+   - **Credit Limit (Days)**  
+     Set the maximum allowed average age (in days) of all posted customer invoices
+     that still have a residual amount.
+3. Ensure that the **Credit Manager** group contains the users
+   who should be allowed to bypass this credit check.

partner_credit_average_day/readme/CONTRIBUTORS.md

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+- Maxime Chambreuil \<<mchambreuil@opensourceintegrators.com>\>
+- Nikul Chaudhary \<<nchaudhary@opensourceintegrators.com>\>