Initial commit of sale_credit_limit for 11.0

sale_credit_limit/__init__.py

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+from . import models

sale_credit_limit/__manifest__.py

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+{
+    'name': 'Sale Credit Limit',
+    'summary': 'Uses credit limit on Partners to warn salespeople if they are over their limit.',
+    'version': '11.0.1.0.0',
+    'author': "Hibou Corp.",
+    'category': 'Sale',
+    'license': 'AGPL-3',
+    'complexity': 'expert',
+    'images': [],
+    'website': "https://hibou.io",
+    'description': """
+Uses credit limit on Partners to warn salespeople if they are over their limit.
+
+When confirming a sale order, the current sale order total will be considered and a Sale Order Exception 
+will be created if the total would put them over their credit limit.
+""",
+    'depends': [
+        'sale',
+        'account',
+        'sale_exception',
+    ],
+    'demo': [],
+    'data': [
+        'data/sale_exceptions.xml',
+        'views/partner_views.xml',
+    ],
+    'auto_install': False,
+    'installable': True,
+}

sale_credit_limit/data/sale_exceptions.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+
+    <record id="excep_sale_credit_limit" model="exception.rule">
+        <field name="name">Invoice Partner credit limit exceeded.</field>
+        <field name="description">The Customer or Invoice Address has a credit limit.
+            This sale order, or the customer has an outstanding balance that, exceeds their credit limit.</field>
+        <field name="sequence">50</field>
+        <field name="model">sale.order</field>
+        <field name="rule_group">sale</field>
+        <field name="code">
+partner = sale.partner_invoice_id.commercial_partner_id
+partner_balance = partner.credit + sale.amount_total
+if partner.credit_limit and partner.credit_limit &lt;= partner_balance:
+    failed = True
+        </field>
+        <field name="active" eval="True" />
+        <field name="rule_group">sale</field>
+    </record>
+
+</odoo>

sale_credit_limit/models/__init__.py

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+from . import sale

sale_credit_limit/models/sale.py

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+from odoo import api, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    @api.onchange('partner_invoice_id')
+    def _onchange_partner_invoice_id(self):
+        for so in self:
+            partner = so.partner_invoice_id.commercial_partner_id
+            if partner.credit_limit and partner.credit_limit <= partner.credit:
+                m = 'Partner outstanding receivables %0.2f is above their credit limit of %0.2f' \
+                                           % (partner.credit, partner.credit_limit)
+                return {
+                    'warning': {'title': 'Sale Credit Limit',
+                                'message': m}
+                }

sale_credit_limit/views/partner_views.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+
+    <record id="view_partner_form_inherit" model="ir.ui.view">
+        <field name="name">res.partner.form.inherit</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//group[@name='acc_sale']" position="inside">
+                <field name="credit_limit" widget="monetary" attrs="{'invisible': [('parent_id', '!=', False)]}"/>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>