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Partner Credit Limit History

partner_credit_limit_history folder_open OCA/credit-control open_in_new
Credit Control License: AGPL-3

This module adds the credit limit field in partners and change history. It also modify the flow for modifying credit limit, forcing to click a button and fill some information for changing the credit limit.

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Track every change of a partner's credit limit with a reason, and force users to change the limit through a dedicated button instead of typing it directly.

This module turns the credit limit on a contact into a controlled, auditable value. On the contact form, in the Sales & Purchases tab, a new "Credit Info" section shows the current credit limit as read-only, next to a "Change Limit" button.

  • Clicking "Change Limit" opens a small pop-up where the user enters the new amount and a reason, then submits. The system records the previous amount, the new amount, the reason, the date and the user, and updates the contact's credit limit.
  • The same section lists the full credit history of that contact, newest first, so anyone can see who changed the limit, when, from what amount to what amount and why.
  • The credit limit field itself is read-only on the contact form, so it cannot be edited directly; the only way to change it is through the button and the pop-up.
  • History entries are linked to the contact and are deleted automatically if the contact is deleted.
  • Regular users can read the history but cannot create, edit or delete entries; only partner managers have full rights. The pop-up creates the history entry with elevated rights so that any user allowed to change the limit can do so.

The module touches the contact model (res.partner), adds a new credit history model (res.partner.credit.history) and a pop-up wizard (partner.credit.limit.wizard).

Depends on

base
Models and fields (3)
  • res.partner · extends an existing modelcredit_history_ids (Credit History)
  • res.partner.credit.history · new modelnote (Reason), new_amount (New Amount), partner_id, previous_amount (Previous Amount)
  • partner.credit.limit.wizard · new modelnote (Reason), amount (New Amount), partner_id (Partner)

Text generated by AI (DeepSeek) from reading the Odoo 13.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/credit-control.

terminal Installation and usage

OCA documentation · Odoo 13.0

To use this module, you need to:

  • Go to Contacts
  • Create or edit some partner
  • Go to "Change limit" button (in Sales & Purchase tab) and set some value and note
  • Credit limit have changed and credit history (in Credit Info from Sales & Purchase tab) have previous modification

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.