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[17.0][MIG] partner_risk_insurance: Migration to 17.0 #420

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merged 41 commits into from
Jan 22, 2025

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ArnauCForgeFlow
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Migration to 17.0

campos and others added 30 commits January 20, 2025 14:54
[11.0][MIG] partner_risk_insurance: Migration to v11.0

[11.0][IMP] partner_risk_insurance: Fix ES translation

[UPD] README.rst

Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-11.0/credit-control-11.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-11-0/credit-control-11-0-partner_risk_insurance/

[UPD] README.rst

[UPD] Update partner_risk_insurance.pot

Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-11.0/credit-control-11.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-11-0/credit-control-11-0-partner_risk_insurance/
Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-12.0/credit-control-12.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-12-0/credit-control-12-0-partner_risk_insurance/
pre-commit update

Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-13.0/credit-control-13.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-13-0/credit-control-13-0-partner_risk_insurance/
[13.0][IMP] Add a view priority

partner_risk_insurance 13.0.1.1.0
…d insurance_credit_limit on partners

partner_risk_insurance 13.0.1.1.1
Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-14.0/credit-control-14.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-14-0/credit-control-14-0-partner_risk_insurance/
Currently translated at 100.0% (27 of 27 strings)

Translation: credit-control-14.0/credit-control-14.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-14-0/credit-control-14-0-partner_risk_insurance/it/
[UPD] Update partner_risk_insurance.pot

[UPD] README.rst
Currently translated at 100.0% (27 of 27 strings)

Translation: credit-control-15.0/credit-control-15.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-partner_risk_insurance/it/
…eter tracking

That parameter is added in mail module

partner_risk_insurance 15.0.1.0.2

[UPD] README.rst

Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-15.0/credit-control-15.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-partner_risk_insurance/
- Include context keys for avoiding mail operations overhead.

[BOT] post-merge updates
[UPD] Update partner_risk_insurance.pot

[BOT] post-merge updates
Currently translated at 100.0% (47 of 47 strings)

Translation: credit-control-16.0/credit-control-16.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-partner_risk_insurance/es/
mymage and others added 10 commits January 20, 2025 14:54
Currently translated at 100.0% (27 of 27 strings)

Translation: credit-control-16.0/credit-control-16.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-partner_risk_insurance/it/
Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-16.0/credit-control-16.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-partner_risk_insurance/
In Odoo 16, upstream has already a `credit_limit` field in `res.partner`. That field is coupled with a checkbox named `use_partner_credit_limit`, which means "this partner doesn't use the default credit limit; it has a specific credit limit".

Those fields were only available to users of groups `account.group_account_invoice` and `account.group_account_readonly`, within the *Invoicing* tab in `res.partner` form.

Still there's an extra hidden `show_credit_limit` field which toggles this feature completely. It depends on wether the current company has credit limits enabled.

This module was migrated from previous versions that had none of these features. The result is that, probably by that inertia, UX ended up becoming inconsistent.

Improvements done:
- Fields are relabeled. Their names confused everybody in our UX investigation. They now reflect better their usage.
- The company default credit limit is ignored when the user sets a different credit limit. Before, it was being included in the sum to get the total credit limit for the partner, but that was contrary to the purpose of that field in upstream Odoo. When you check `use_partner_credit_limit` in upstream Odoo, you don't add an extra credit limit; instead, you *replace* the default limit by a custom one. That's what we do here now.
- Tests are rewritten because they were exercising that wrong assumption that I just explained.
- It made no sense to ask the user for total, company and insured credit limits. One of those fields could be computed. Since upstream Odoo already has a writable property field `credit_limit` (already explained), I picked up `company_credit_limit` to be the computed one.
- `company_credit_limit` is no longer stored (and therefore not tracked) because it's a company-dependant field. In multi-company partners, the logger became inconsistent otherwise.
- `use_partner_credit_limit` gets an onchange to trigger its inverse method beforehand, and make UX consistent before hitting save.
- When setting a insurance credit limit higher than the total credit limit, the total is automatically increased, and the company is automatically set to 0.
- All features are hidden if the company didn't enable credit limits. This is consistent with upstream Odoo.
- Permissions are adjusted to match those of upstream Odoo regarding these fields.
- Tests are executed with those new permissions.

Still, a good extra enhancement would be to move all this stuff to the *Invoicing* tab. But that can be done later after some more investigation.

Although this module had a lot of maintainers, it seems like it still needs more love, so we also volunteer to help with it.

@moduon MT-4827

Co-authored-by: Rafael Blasco <[email protected]>
Co-authored-by: <[email protected]>
Co-authored-by: <[email protected]>
Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: credit-control-16.0/credit-control-16.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-partner_risk_insurance/
Currently translated at 100.0% (66 of 66 strings)

Translation: credit-control-16.0/credit-control-16.0-partner_risk_insurance
Translate-URL: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-partner_risk_insurance/it/
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Minor changes

<page
string="Credit Insurance"
name="credit_insurance"
invisible="not show_credit_limit or (not is_company and parent_id != False)"
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Suggested change
invisible="not show_credit_limit or (not is_company and parent_id != False)"
invisible="not show_credit_limit or (not is_company and parent_id)"

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Done!

@ArnauCForgeFlow ArnauCForgeFlow force-pushed the 17.0-mig-partner_risk_insurance branch from 215156d to 05969e6 Compare January 22, 2025 10:00
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/ocabot migration partner_risk_insurance
/ocabot merge nobump

@OCA-git-bot OCA-git-bot added this to the 17.0 milestone Jan 22, 2025
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Hey, thanks for contributing! Proceeding to merge this for you.
Prepared branch 17.0-ocabot-merge-pr-420-by-pedrobaeza-bump-nobump, awaiting test results.

@OCA-git-bot OCA-git-bot mentioned this pull request Jan 22, 2025
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@OCA-git-bot OCA-git-bot merged commit 8690d96 into OCA:17.0 Jan 22, 2025
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Congratulations, your PR was merged at 3aef3f4. Thanks a lot for contributing to OCA. ❤️

@MiquelRForgeFlow MiquelRForgeFlow deleted the 17.0-mig-partner_risk_insurance branch January 22, 2025 11:49
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