[IMP] account_financial_risk: Send email when risk confirmed

account_financial_risk/README.rst

@@ -55,6 +55,8 @@ To configure this module, you need to:
 #. In the *Customer Payments* section, fill *Maturity Margin* for setting the
    number of days to last after the due date to consider an invoice as unpaid.
 
+If you want an email to be sent when risk is exceeded in invoices, go to *Invoicing/Accounting > Configuration > Settings > Financial Risk* and fill the field `Email template sent when confirming invoice risk`.
+
 Usage
 =====
 
@@ -105,6 +107,10 @@ Contributors
 
   * Ilyas <irazor147@gmail.com>
 
+* `Aion Tech <https://aiontech.company/>`_:
+
+  * Simone Rubino <simone.rubino@aion-tech.it>
+
 Maintainers
 ~~~~~~~~~~~
 

account_financial_risk/models/res_company.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, models
@@ -19,3 +20,9 @@ class ResCompany(models.Model):
         "Useful when the flow comes from sales orders and the over-risk "
         "has already been allowed when confirming these.",
     )
+    account_move_confirm_risk_template_id = fields.Many2one(
+        comodel_name="mail.template",
+        string="Email template sent when confirming invoice risk",
+        help="This email template is sent when "
+        "the 'Partner risk exceeded wizard' for an invoice is confirmed.",
+    )

account_financial_risk/models/res_config.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, models
@@ -13,3 +14,7 @@ class AccountConfigSettings(models.TransientModel):
     allow_overrisk_invoice_validation = fields.Boolean(
         related="company_id.allow_overrisk_invoice_validation", readonly=False
     )
+    account_move_confirm_risk_template_id = fields.Many2one(
+        readonly=False,
+        related="company_id.account_move_confirm_risk_template_id",
+    )

account_financial_risk/models/res_partner.py

@@ -1,4 +1,5 @@
 # Copyright 2016-2021 Tecnativa - Carlos Dauden
+# Copyright 2024 Simone Rubino - Aion Tech
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
 from datetime import datetime
@@ -157,6 +158,7 @@ class ResPartner(models.Model):
         store=True,
         readonly=False,
         string="Last Credit Limit Date",
+        tracking=True,
     )
     risk_remaining_value = fields.Monetary(
         compute="_compute_risk_remaining",

account_financial_risk/readme/CONFIGURE.rst

@@ -4,3 +4,5 @@ To configure this module, you need to:
 #. Go to *Invoicing/Accounting > Configuration > Settings > Accounting*
 #. In the *Customer Payments* section, fill *Maturity Margin* for setting the
    number of days to last after the due date to consider an invoice as unpaid.
+
+If you want an email to be sent when risk is exceeded in invoices, go to *Invoicing/Accounting > Configuration > Settings > Financial Risk* and fill the field `Email template sent when confirming invoice risk`.

account_financial_risk/readme/CONTRIBUTORS.rst

@@ -11,3 +11,7 @@
 * `Ooops404 <https://www.ooops404.com>`__:
 
   * Ilyas <irazor147@gmail.com>
+
+* `Aion Tech <https://aiontech.company/>`_:
+
+  * Simone Rubino <simone.rubino@aion-tech.it>

account_financial_risk/static/description/index.html

@@ -403,6 +403,7 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 <li>In the <em>Customer Payments</em> section, fill <em>Maturity Margin</em> for setting the
 number of days to last after the due date to consider an invoice as unpaid.</li>
 </ol>
+<p>If you want an email to be sent when risk is exceeded in invoices, go to <em>Invoicing/Accounting &gt; Configuration &gt; Settings &gt; Financial Risk</em> and fill the field <cite>Email template sent when confirming invoice risk</cite>.</p>
 </div>
 <div class="section" id="usage">
 <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
@@ -450,6 +451,10 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <li>Ilyas &lt;<a class="reference external" href="mailto:irazor147&#64;gmail.com">irazor147&#64;gmail.com</a>&gt;</li>
 </ul>
 </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">

account_financial_risk/tests/test_account_financial_risk.py

@@ -1,4 +1,5 @@
 # Copyright 2016-2019 Tecnativa - Carlos Dauden
+# Copyright 2024 Simone Rubino - Aion Tech
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
 from dateutil.relativedelta import relativedelta
@@ -290,3 +291,34 @@ def test_invoice_risk_draft_different_currency(self):
             self.partner.risk_amount_exceeded,
             self.partner.risk_total - self.partner.credit_limit,
         )
+
+    def test_confirm_risk_send_email(self):
+        """When the risk is confirmed by the user, an email is sent."""
+        # Arrange
+        invoice = self.invoice
+        template_subject = "Risk exceeded"
+        template = self.env["mail.template"].create(
+            {
+                "name": "Test Risk exceeded template",
+                "model_id": self.env.ref("account.model_account_move").id,
+                "subject": template_subject,
+            }
+        )
+        invoice.company_id.account_move_confirm_risk_template_id = template
+        partner = invoice.partner_id
+        partner.risk_invoice_draft_include = True
+        partner.credit_limit = invoice.amount_total - 1
+        # pre-condition
+        self.assertTrue(partner.risk_exception)
+        existing_emails = self.env["mail.mail"].search([])
+
+        # Act
+        risk_wizard_action = invoice.action_post()
+        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"))

account_financial_risk/views/res_config_view.xml

@@ -1,5 +1,6 @@
 <?xml version="1.0" encoding="utf-8" ?>
 <!-- Copyright 2016-2018 Tecnativa - Carlos Dauden
+     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">
@@ -45,6 +46,29 @@
                             </div>
                         </div>
                     </div>
+                    <div class="col-12 col-lg-6 o_setting_box">
+                        <div class="o_setting_left_pane" />
+                        <div class="o_setting_right_pane">
+                            <label for="account_move_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 an invoice is confirmed.
+                            </div>
+                            <div class="content-group">
+                                <div class="row mt16 ml4">
+                                    <field
+                                        name="account_move_confirm_risk_template_id"
+                                    />
+                                </div>
+                            </div>
+                        </div>
+                    </div>
                 </div>
             </xpath>
         </field>

account_financial_risk/wizards/parner_risk_exceeded.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, models
@@ -31,8 +32,17 @@ def action_show(self):
             "target": "new",
         }
 
+    def _post_account_move_confirm_risk(self, origin_record):
+        template = origin_record.company_id.account_move_confirm_risk_template_id
+        if template:
+            template.send_mail(origin_record.id)
+
     def button_continue(self):
         self.ensure_one()
-        return getattr(
-            self.origin_reference.with_context(bypass_risk=True), self.continue_method
+        origin_record = self.origin_reference
+        continue_result = getattr(
+            origin_record.with_context(bypass_risk=True), self.continue_method
         )()
+        if origin_record._name == "account.move":
+            self._post_account_move_confirm_risk(origin_record)
+        return continue_result