feat(fusion_accounting_followup): fusion.followup.run audit model

Made-with: Cursor

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.6',
+    'version': '19.0.1.0.7',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """

fusion_accounting_followup/models/__init__.py

@@ -1 +1,2 @@
 from . import fusion_followup_level
+from . import fusion_followup_run

fusion_accounting_followup/models/fusion_followup_run.py

@@ -0,0 +1,54 @@
+"""Audit record of one follow-up execution (per partner per level)."""
+
+from odoo import _, api, fields, models
+
+
+STATE_SELECTION = [
+    ('draft', 'Draft'),
+    ('sent', 'Sent'),
+    ('manual_review', 'Manual Review'),
+    ('skipped', 'Skipped'),
+    ('failed', 'Failed'),
+]
+
+
+class FusionFollowupRun(models.Model):
+    _name = "fusion.followup.run"
+    _description = "Fusion Follow-up Run (Per-Partner Audit)"
+    _order = "execution_date desc, id desc"
+
+    partner_id = fields.Many2one('res.partner', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    level_id = fields.Many2one('fusion.followup.level', ondelete='restrict')
+
+    execution_date = fields.Datetime(default=fields.Datetime.now, required=True)
+    state = fields.Selection(STATE_SELECTION, default='draft', required=True)
+
+    overdue_amount = fields.Float()
+    longest_overdue_days = fields.Integer()
+
+    risk_score = fields.Integer()
+    risk_band = fields.Selection([
+        ('low', 'Low'), ('medium', 'Medium'),
+        ('high', 'High'), ('critical', 'Critical'),
+    ])
+
+    subject = fields.Char()
+    body = fields.Text()
+    tone_used = fields.Selection([
+        ('gentle', 'Gentle'), ('firm', 'Firm'), ('legal', 'Legal'),
+    ])
+    sent_to_email = fields.Char()
+
+    text_was_ai_generated = fields.Boolean(default=False)
+    ai_provider = fields.Char(help="LLM provider name (openai, claude, etc.) if AI was used.")
+
+    notes = fields.Text()
+    error_message = fields.Text()
+
+    def action_mark_sent(self):
+        self.write({'state': 'sent'})
+
+    def action_mark_failed(self, error: str = ''):
+        self.write({'state': 'failed', 'error_message': error})

fusion_accounting_followup/security/ir.model.access.csv

@@ -1,3 +1,5 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_fusion_followup_level_user,fusion.followup.level.user,model_fusion_followup_level,base.group_user,1,0,0,0
 access_fusion_followup_level_admin,fusion.followup.level.admin,model_fusion_followup_level,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_followup_run_user,fusion.followup.run.user,model_fusion_followup_run,base.group_user,1,0,0,0
+access_fusion_followup_run_admin,fusion.followup.run.admin,model_fusion_followup_run,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1

fusion_accounting_followup/tests/__init__.py

@@ -4,3 +4,4 @@ from . import test_risk_scorer
 from . import test_tone_selector
 from . import test_followup_text_generator
 from . import test_fusion_followup_level
+from . import test_fusion_followup_run

fusion_accounting_followup/tests/test_fusion_followup_run.py

@@ -0,0 +1,44 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupRun(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env['res.partner'].create({'name': 'Run Test Partner'})
+        cls.level = cls.env['fusion.followup.level'].create({
+            'name': 'Reminder', 'sequence': 301, 'delay_days': 7, 'tone': 'gentle',
+        })
+
+    def test_create_minimal(self):
+        run = self.env['fusion.followup.run'].create({
+            'partner_id': self.partner.id,
+            'level_id': self.level.id,
+        })
+        self.assertEqual(run.state, 'draft')
+        self.assertTrue(run.execution_date)
+
+    def test_action_mark_sent(self):
+        run = self.env['fusion.followup.run'].create({
+            'partner_id': self.partner.id,
+            'level_id': self.level.id,
+        })
+        run.action_mark_sent()
+        self.assertEqual(run.state, 'sent')
+
+    def test_action_mark_failed_records_error(self):
+        run = self.env['fusion.followup.run'].create({
+            'partner_id': self.partner.id,
+        })
+        run.action_mark_failed(error='SMTP unreachable')
+        self.assertEqual(run.state, 'failed')
+        self.assertEqual(run.error_message, 'SMTP unreachable')
+
+    def test_partner_required(self):
+        with self.assertRaises(Exception):
+            self.env['fusion.followup.run'].create({
+                'level_id': self.level.id,
+            })