Sale Financial Risk

This module brings the credit-control logic already used for invoices into the sales process. On each customer (res.partner) you get new risk fields: a flag to include sales orders in the risk computation, a sales-order risk limit, and a computed "Total Sales Orders Not Invoiced" amount. These appear on the partner's risk tab, next to the existing invoice risk fields, and the amount is a clickable button that opens a pivot analysis of the underlying sale order lines.

Every sale order line now carries a computed risk amount, based on the difference between ordered quantity (or delivered quantity when the product is invoiced on delivery) and already invoiced quantity, converted to the customer's risk currency. Lines in non-risk states or section/note lines count as zero.

When a user confirms a sale order, Odoo checks the customer's commercial entity: if the financial risk is already exceeded, if the sales-order risk limit would be passed, or if the combined risk would pass the credit limit, confirmation is stopped and a warning wizard is shown. A company setting can allow confirming over the risk, and another setting can include locked (done) orders in the risk calculation. Payment transactions bypass this check when they trigger confirmation or invoicing.