[17.0][ADD] sale_financial_risk_exclude_order_type

sale_financial_risk_exclude_order_type/README.rst

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+======================================
+Sale Financial Risk Exclude Order Type
+======================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f47c700d76bb1d6eda697be06e36a973c16d1b9409211b4a17653209e388ee74
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/sale_financial_risk_exclude_order_type
+    :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-sale_financial_risk_exclude_order_type
+    :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|
+
+This module extends ``sale.order.type`` to integrate with
+``sale_financial_risk``.
+
+It adds two independent behaviors to sale order types:
+
+- Exclude orders from financial risk computation
+- Allow confirmation bypass for financial risk blocking
+
+This allows implementing flexible commercial workflows while keeping the
+standard financial risk framework intact.
+
+Features
+========
+
+- Extend ``sale.order.type`` with financial risk options
+- Exclude selected order types from risk exposure computation
+- Allow selected order types to bypass financial risk blocking
+- Keep computation and blocking behaviors independent
+- Compatible with ``sale_financial_risk``
+- Compatible with multi-company environments
+
+Design Notes
+============
+
+This module intentionally keeps the financial risk behavior directly
+attached to ``sale.order.type``.
+
+The implementation avoids introducing additional rule or configuration
+models in order to:
+
+- keep the behavior simple
+- reduce maintenance complexity
+- align with the functional nature of sale order types
+- avoid unnecessary configuration layers
+
+The module still preserves separation between:
+
+- financial exposure computation
+- confirmation blocking behavior
+
+.. 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:
+
+Usage
+=====
+
+Usage
+=====
+
+- Exclude from Risk Computation
+
+Sale orders using this type will not contribute to the partner financial
+exposure calculation.
+
+- Allow Risk Blocking Bypass
+
+Sale orders using this type can be confirmed even when financial risk
+blocking would normally prevent confirmation.
+
+Both options are independent and can be combined freely.
+
+Known issues / Roadmap
+======================
+
+Known issues / Roadmap
+======================
+
+- Add optional risk warning indicators on sale orders
+- Improve reporting of excluded order types
+
+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:%20sale_financial_risk_exclude_order_type%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
+-------
+
+* Binhex Systems Solutions S.L
+
+Contributors
+------------
+
+- `Binhex Systems Solutions S.L. <https://www.binhex.cloud>`__:
+
+  - Ariel Torres
+
+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/sale_financial_risk_exclude_order_type>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_financial_risk_exclude_order_type/__init__.py

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+from . import models

sale_financial_risk_exclude_order_type/__manifest__.py

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+{
+    "name": "Sale Financial Risk Exclude Order Type",
+    "summary": "Exclude sale order types from financial risk computation",
+    "version": "17.0.1.0.0",
+    "category": "Credit Control",
+    "author": "Binhex Systems Solutions S.L, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/credit-control",
+    "license": "AGPL-3",
+    "depends": [
+        "sale_financial_risk",
+        "sale_order_type",
+    ],
+    "data": [
+        "views/sale_order_type_views.xml",
+    ],
+    "images": ["static/description/icon.png"],
+    "installable": True,
+    "application": False,
+    "development_status": "Alpha",
+}

sale_financial_risk_exclude_order_type/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_financial_risk_exclude_order_type
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-04-23 07:27+0000\n"
+"PO-Revision-Date: 2026-04-23 07:27+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model.fields,field_description:sale_financial_risk_exclude_order_type.field_sale_order_type__allow_blocking_bypass
+msgid "Allow Risk Blocking Bypass"
+msgstr "Permitir omitir bloqueo de riesgo"
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model,name:sale_financial_risk_exclude_order_type.model_res_partner
+msgid "Contact"
+msgstr "Contacto"
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model.fields,field_description:sale_financial_risk_exclude_order_type.field_sale_order_type__exclude_from_risk
+msgid "Exclude from Risk Computation"
+msgstr "Excluir del cálculo de riesgo"
+
+#. module: sale_financial_risk_exclude_order_type
+#: model_terms:ir.ui.view,arch_db:sale_financial_risk_exclude_order_type.sale_order_type_view_form_inherit_sale_financial_risk_exclude_order_type
+msgid "Financial Risk"
+msgstr "Riesgo financiero"
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model.fields,help:sale_financial_risk_exclude_order_type.field_sale_order_type__exclude_from_risk
+msgid ""
+"If enabled, sale orders of this type are excluded from sale financial risk "
+"computation."
+msgstr ""
+"Si está habilitado, los pedidos de venta de este tipo se excluyen del cálculo "
+"del riesgo financiero de venta."
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model.fields,help:sale_financial_risk_exclude_order_type.field_sale_order_type__allow_blocking_bypass
+msgid ""
+"If enabled, sale orders of this type can be confirmed without financial risk"
+" blocking."
+msgstr ""
+"Si está habilitado, los pedidos de venta de este tipo se pueden confirmar "
+"sin bloqueo por riesgo financiero. "
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model,name:sale_financial_risk_exclude_order_type.model_sale_order
+msgid "Sales Order"
+msgstr "Pedido de venta"
+
+#. module: sale_financial_risk_exclude_order_type
+#: model:ir.model,name:sale_financial_risk_exclude_order_type.model_sale_order_type
+msgid "Type of sale order"
+msgstr "Tipo de pedido de venta"

sale_financial_risk_exclude_order_type/models/__init__.py

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+from . import sale_order_type
+from . import res_partner
+from . import sale_order

sale_financial_risk_exclude_order_type/models/res_partner.py

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+from odoo import models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    def _get_risk_sale_order_domain(self):
+        """
+        Extend the domain used by sale_financial_risk to compute
+        sale order exposure.
+        Since the base computation runs on sale.order.line, the related
+        field path used here is:
+            order_id.type_id
+        """
+        domain = super()._get_risk_sale_order_domain()
+        excluded_types = self.env["sale.order.type"].search(
+            [
+                ("exclude_from_risk", "=", True),
+                "|",
+                ("company_id", "=", False),
+                ("company_id", "=", self.env.company.id),
+            ]
+        )
+
+        if excluded_types:
+            domain += [("order_id.type_id", "not in", excluded_types.ids)]
+
+        return domain

sale_financial_risk_exclude_order_type/models/sale_order.py

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+from odoo import models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    def _allow_financial_risk_blocking_bypass(self):
+        """
+        Return whether this order type is configured to bypass
+        financial risk blocking.
+        """
+        self.ensure_one()
+        return bool(self.type_id and self.type_id.allow_blocking_bypass)
+
+    def evaluate_risk_message(self, partner):
+        """
+        Override the blocking decision from sale_financial_risk.
+        If the order type is configured with 'Allow Risk Blocking Bypass',
+        no blocking message is returned.
+        Otherwise, preserve the standard behavior.
+        """
+        self.ensure_one()
+
+        if self._allow_financial_risk_blocking_bypass():
+            return False
+
+        return super().evaluate_risk_message(partner)

sale_financial_risk_exclude_order_type/models/sale_order_type.py

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+from odoo import fields, models
+
+
+class SaleOrderType(models.Model):
+    _inherit = "sale.order.type"
+
+    exclude_from_risk = fields.Boolean(
+        string="Exclude from Risk Computation",
+        help=(
+            "If enabled, sale orders of this type are excluded from "
+            "sale financial risk computation."
+        ),
+    )
+    allow_blocking_bypass = fields.Boolean(
+        string="Allow Risk Blocking Bypass",
+        help=(
+            "If enabled, sale orders of this type can be confirmed "
+            "without financial risk blocking."
+        ),
+    )

sale_financial_risk_exclude_order_type/pyproject.toml

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

sale_financial_risk_exclude_order_type/readme/CONFIGURATION.md

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+To configure the module:
+
+Go to:
+
+*Sales > Configuration > Sale Order Types*
+
+For each order type you can configure:
+
+- *Exclude from Risk Computation*
+
+- *Allow Risk Blocking Bypass*

sale_financial_risk_exclude_order_type/readme/CONTRIBUTORS.md

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+- [Binhex Systems Solutions S.L.](https://www.binhex.cloud):
+  - Ariel Torres

sale_financial_risk_exclude_order_type/readme/DESCRIPTION.md

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+This module extends ``sale.order.type`` to integrate with
+``sale_financial_risk``.
+
+It adds two independent behaviors to sale order types:
+
+- Exclude orders from financial risk computation
+- Allow confirmation bypass for financial risk blocking
+
+This allows implementing flexible commercial workflows while
+keeping the standard financial risk framework intact.
+
+Features
+========
+
+- Extend ``sale.order.type`` with financial risk options
+- Exclude selected order types from risk exposure computation
+- Allow selected order types to bypass financial risk blocking
+- Keep computation and blocking behaviors independent
+- Compatible with ``sale_financial_risk``
+- Compatible with multi-company environments
+
+Design Notes
+============
+
+This module intentionally keeps the financial risk behavior
+directly attached to ``sale.order.type``.
+
+The implementation avoids introducing additional rule or
+configuration models in order to:
+
+- keep the behavior simple
+- reduce maintenance complexity
+- align with the functional nature of sale order types
+- avoid unnecessary configuration layers
+
+The module still preserves separation between:
+
+- financial exposure computation
+- confirmation blocking behavior

sale_financial_risk_exclude_order_type/readme/ROADMAP.md

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+Known issues / Roadmap
+======================
+
+- Add optional risk warning indicators on sale orders
+- Improve reporting of excluded order types

sale_financial_risk_exclude_order_type/readme/TESTS.md

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+Testing
+=======
+
+Includes automated tests covering:
+
+- risk computation exclusion
+- blocking bypass behavior
+- separation of concerns
+- multi-company behavior
+- neutral order types
+- domain integrity