[19.0][ADD] account_financial_risk_global: new module

[gdgellatly]

Summary

• New module account_financial_risk_global that evaluates partner financial risk across all companies
• The credit_limit field on res.partner is global, but account_financial_risk restricts risk queries to the current user's companies, creating a gap where a partner can exceed their limit across companies without triggering an exception from any single company's view
• This module removes the company filter (_get_risk_company_domain returns Domain.TRUE) and runs the risk computation with sudo() so that totals always reflect the partner's full exposure

Technical details

• Overrides _get_risk_company_domain() to return Domain.TRUE (include all companies)
• Overrides _compute_risk_account_amount() to run via sudo() so cross-company journal items are visible
• Amounts from other companies' receivable accounts are classified under risk_account_amount / risk_account_amount_unpaid (not risk_invoice_open) since property_account_receivable_id is company-specific — but they still count toward risk_total
• No configuration required — installing the module is sufficient

Test plan

• 6 unit tests covering multi-company scenarios
• test_risk_domain_is_global — domain returns Domain.TRUE
• test_risk_totals_span_companies — draft invoices in 2 companies sum correctly
• test_exception_triggered_globally — credit limit exceeded with combined amounts
• test_no_exception_within_limit — no false positive within limit
• test_posted_invoices_span_companies — posted invoices across companies count in risk total
• test_single_company_user_still_sees_global_risk — user with single-company access sees full global risk
• All pre-commit hooks pass (ruff, pylint_odoo, prettier)
• Clean install + test-enable on fresh database

[carlosdauden]

I don’t think it’s necessary to create a new module for this; simply add a system parameter to the base module and propose the following change:

    @api.model
    def _get_risk_company_domain(self):
        if self.env['ir.config_parameter'].sudo().get_param('account_financial_risk.all_companies_risk'):
            return Domain.TRUE
        else:
            return [("company_id", "in", self.env.companies.ids)]

If you like, you can add an option in the settings to improve the user experience.

An even more powerful option would be to maintain a company-wide list of the companies for which risk is calculated.

    @api.model
    def _get_risk_company_domain(self):
        return [("company_id", "in", self.env.company.risk_related_companies.ids or self.env.companies.ids)]

[carlosdauden]

ping @sergio-teruel