Merge Phase 4: AI-augmented customer follow-ups
37 tasks shipped on fusion_accounting/phase-4-followup: - fusion.followup.engine (7-method API: get_overdue, compute_level, send, escalate, pause, reset, snapshot_history) - 6 aging buckets + 3-level dunning + tone selector - 5 persisted models (level, run, text_cache, partner inherit, move_line inherit) - AI: payment risk scoring + LLM follow-up text + templated fallback - 6 JSON-RPC controller endpoints + reactive frontend service - 5 OWL components + SCSS + dark mode - Batch wizard + 2 cron jobs (daily scan + weekly risk refresh) - 3 default mail templates + 3 default levels - Migration wizard backfill from account_followup - Coexistence with Enterprise - 106 tests passing - All P95 perf metrics within 1x of budget ALL 4 PHASES COMPLETE — replaces account_accountant + account_reports + account_asset + account_followup.
This commit is contained in:
gsinghpal
140
fusion_accounting/PHASE_4_PLAN.md
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140
fusion_accounting/PHASE_4_PLAN.md
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@@ -0,0 +1,140 @@
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# Phase 4 — Fusion Accounting Follow-up Implementation Plan
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**Module:** `fusion_accounting_followup`
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**Branch:** `fusion_accounting/phase-4-followup`
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**Pre-phase tag:** `fusion_accounting/pre-phase-4`
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**Estimated tasks:** ~35
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**Reference:** `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_followup/` (~1318 LOC Python)
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## Goal
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Replace Enterprise's `account_followup` module — multi-level dunning sequences for unpaid invoices, with AI augmentation: contextually-appropriate follow-up text generation + payment-risk scoring + tone adjustment based on customer history. Coexists with Enterprise.
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## Architecture (HYBRID engine, Phases 1-3 pattern)
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```
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fusion.followup.engine (AbstractModel) ← shared primitives
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├── compute_followup_level(partner)
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├── get_overdue_for_partner(partner)
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├── send_followup_email(partner, level=None)
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├── escalate_to_next_level(partner)
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├── pause_followup(partner, until_date)
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├── reset_followup(partner)
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└── snapshot_followup_history(partner) ← audit/history
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services/ ← pure-Python
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├── overdue_aging.py → bucket overdue lines (current/30/60/90/120+)
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├── level_resolver.py → match aging buckets to follow-up levels
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├── risk_scorer.py → payment-history risk score (0-100)
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├── tone_selector.py → gentle/firm/legal based on level + risk
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├── followup_text_generator.py → LLM-generated follow-up text
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└── followup_text_prompt.py → provider-agnostic LLM prompt
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models/
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├── fusion_followup_level.py → level definition (delay days, template, action)
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├── fusion_followup_run.py → execution record (per-partner per-level)
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├── fusion_followup_text_cache.py → LLM-generated text cache (cost-saving)
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├── fusion_followup_engine.py → AbstractModel orchestrator
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├── res_partner.py (inherit) → fusion_followup_status, fusion_followup_paused_until
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└── account_move_line.py (inherit) → followup_level_id (which level last contacted at)
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controllers/followup_controller.py ← 6 JSON-RPC endpoints
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├── /fusion/followup/list_overdue → list partners with overdue
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├── /fusion/followup/get_partner_detail → single partner with aging + history
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├── /fusion/followup/generate_text → AI-generate follow-up text
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├── /fusion/followup/send → send a follow-up email
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├── /fusion/followup/pause → pause follow-ups for a partner
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└── /fusion/followup/reset → reset follow-up state
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static/src/
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├── scss/ ← follow-up design tokens
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├── services/followup_service.js ← reactive state + RPC wrappers
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├── views/followup_dashboard/ ← top-level OWL controller
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└── components/ ← partner_card, aging_bucket_strip, ai_text_panel,
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followup_history_table, risk_badge
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```
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## Coexistence
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`group_fusion_show_when_enterprise_absent`. Follow-up menu visible only when `account_followup` NOT installed.
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## Tasks (~35 total)
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### Group 1: Foundation (1-2)
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1. Safety net (DONE)
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2. Plan doc + module skeleton
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### Group 2: Pure-Python services TDD (3-7)
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3. `services/overdue_aging.py` (TDD: bucket lines into 0/30/60/90/120+)
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4. `services/level_resolver.py` (TDD: match aging to level)
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5. `services/risk_scorer.py` (TDD: payment-history risk 0-100)
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6. `services/tone_selector.py` (TDD: gentle/firm/legal)
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7. `services/followup_text_generator.py` + `followup_text_prompt.py` (LLM)
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### Group 3: Persisted models (8-12)
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8. `models/fusion_followup_level.py` (level definition)
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9. `models/fusion_followup_run.py` (execution record)
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10. `models/fusion_followup_text_cache.py` (LLM cache)
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11. `models/res_partner.py` (inherit: fusion_followup_status, paused_until)
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12. `models/account_move_line.py` (inherit: followup_level_id)
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### Group 4: Engine + integration tests (13-14)
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13. `models/fusion_followup_engine.py` (7-method API)
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14. Engine integration tests
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### Group 5: Backend wiring (15-18)
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15. JSON-RPC controller (6 endpoints)
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16. FollowupAdapter wiring `_via_fusion` paths
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17. 4 new AI tools (list_overdue, generate_text, send_followup, get_risk_score)
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18. Cron — daily scan + escalate
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### Group 6: Tests + perf (19-21)
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19. Property-based tests (Hypothesis: aging buckets sum to total)
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20. Integration tests (full follow-up flow: scan → escalate → send → reset)
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21. Performance benchmarks (P95: scan < 500ms, generate_text < 5s incl. LLM)
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### Group 7: Frontend (22-26)
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22. SCSS tokens + main stylesheet
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23. `followup_service.js`
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24. `followup_dashboard` (top-level)
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25. `partner_card` + `aging_bucket_strip` + `risk_badge`
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26. `ai_text_panel` (Fusion-only) + `followup_history_table`
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### Group 8: Wizards + data (27-29)
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27. Default follow-up levels XML data (7-day reminder, 30-day, 60-day, legal)
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28. Default mail templates XML data (3 escalation levels)
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29. "Send batch follow-ups" wizard
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### Group 9: Migration + coexistence (30-32)
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30. Migration wizard inheritance — backfill from account_followup tables
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31. Menu + window action with coexistence group filter
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32. Coexistence test
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### Group 10: Final tests + polish (33-37)
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33. 5 OWL tour tests
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34. Local LLM compat test for text_generator
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35. Update meta-module manifest
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36. CLAUDE.md, UPGRADE_NOTES.md, README.md
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37. End-to-end smoke + tag phase-4-complete + push
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## Performance Targets (P95)
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- `compute_followup_level`: <50ms
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- `get_overdue_for_partner`: <100ms
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- `send_followup_email` (no LLM): <200ms
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- `generate_text` (with LLM): <5s
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- Controller `list_overdue` (50 partners): <500ms
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## V19 Conventions (Phases 1-3 lessons)
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- `models.Constraint` not `_sql_constraints`
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- No `@api.depends('id')` on stored compute fields
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- `@route(type='jsonrpc')` not `type='json'`
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- `ir.cron` no `numbercall` field
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- `res.groups.user_ids` not `users`
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- `ir.ui.menu.group_ids` not `groups_id`
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- `from odoo.exceptions import UserError, ValidationError` (NOT `self.env['ir.exceptions'].UserError`)
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## Test Targets
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Match Phases 1-3 test pyramid. Phase 4 target: ~80-100 additional tests → ~510-530 total project tests.
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@@ -1,6 +1,6 @@
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{
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'name': 'Fusion Accounting',
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'version': '19.0.1.0.3',
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'version': '19.0.1.0.4',
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'category': 'Accounting/Accounting',
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'sequence': 25,
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'summary': 'Meta-module that installs the full Fusion Accounting suite (core, AI, migration; bank rec, reports, etc. as later sub-modules ship).',
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@@ -16,10 +16,10 @@ Currently installs:
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- fusion_accounting_bank_rec AI-assisted bank reconciliation (Phase 1)
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- fusion_accounting_reports AI-augmented financial reports (Phase 2)
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- fusion_accounting_assets AI-augmented asset management (Phase 3)
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- fusion_accounting_followup AI-augmented customer follow-ups (Phase 4)
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Future sub-modules (added per the roadmap as each Phase ships):
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- fusion_accounting_dashboard (Phase 4)
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- fusion_accounting_followup (Phase 5)
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- fusion_accounting_dashboard (Phase 5)
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- fusion_accounting_budget (Phase 6)
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Built by Nexa Systems Inc.
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@@ -36,6 +36,7 @@ Built by Nexa Systems Inc.
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'fusion_accounting_bank_rec',
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'fusion_accounting_reports',
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'fusion_accounting_assets',
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'fusion_accounting_followup',
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],
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'data': [],
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'installable': True,
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@@ -28,7 +28,7 @@ def _bucket_for_days(days):
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class FollowupAdapter(DataAdapter):
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FUSION_MODEL = 'fusion.followup.line'
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FUSION_MODEL = 'fusion.followup.engine'
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ENTERPRISE_MODULE = 'account_followup'
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# ------------------------------------------------------------------
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@@ -179,15 +179,29 @@ class FollowupAdapter(DataAdapter):
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}
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# ------------------------------------------------------------------
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# send_followup — Enterprise-only action
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# send_followup — routes to fusion engine when available
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# ------------------------------------------------------------------
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def send_followup(self, partner_id, options=None):
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return self._dispatch('send_followup', partner_id=partner_id, options=options)
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def send_followup(self, partner_id, level_id=None, force=False, options=None):
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return self._dispatch(
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'send_followup',
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partner_id=partner_id, level_id=level_id,
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force=force, options=options,
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)
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def send_followup_via_fusion(self, partner_id, options=None):
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return self.send_followup_via_community(partner_id=partner_id, options=options)
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def send_followup_via_fusion(self, partner_id, level_id=None,
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force=False, options=None):
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if 'fusion.followup.engine' not in self.env.registry:
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return {'error': 'fusion_accounting_followup not installed'}
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partner = self.env['res.partner'].browse(int(partner_id))
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level = None
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if level_id:
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level = self.env['fusion.followup.level'].browse(int(level_id))
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return self.env['fusion.followup.engine'].send_followup_email(
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partner, level=level, force=bool(force),
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)
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def send_followup_via_enterprise(self, partner_id, options=None):
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def send_followup_via_enterprise(self, partner_id, level_id=None,
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force=False, options=None):
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partner = self.env['res.partner'].browse(partner_id)
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if not partner.exists():
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return {'error': 'Partner not found'}
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@@ -198,7 +212,8 @@ class FollowupAdapter(DataAdapter):
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'result': str(result) if result else 'done',
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}
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def send_followup_via_community(self, partner_id, options=None):
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def send_followup_via_community(self, partner_id, level_id=None,
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force=False, options=None):
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return {
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'error': (
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'Sending follow-ups is only available when account_followup '
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@@ -206,5 +221,61 @@ class FollowupAdapter(DataAdapter):
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),
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}
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# ------------------------------------------------------------------
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# list_overdue — partner-centric overdue rollup (fusion engine)
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# ------------------------------------------------------------------
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def list_overdue(self, status=None, limit=50, company_id=None):
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return self._dispatch(
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'list_overdue',
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status=status, limit=limit, company_id=company_id,
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)
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def list_overdue_via_fusion(self, status=None, limit=50, company_id=None):
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if 'fusion.followup.engine' not in self.env.registry:
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return {'partners': [], 'count': 0, 'total': 0}
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company_id = company_id or self.env.company.id
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Line = self.env['account.move.line'].sudo()
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partner_ids = Line.search([
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('parent_state', '=', 'posted'),
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('account_id.account_type', '=', 'asset_receivable'),
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('reconciled', '=', False),
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('amount_residual', '>', 0),
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('date_maturity', '<', date.today()),
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('company_id', '=', company_id),
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]).mapped('partner_id').ids
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Partner = self.env['res.partner'].sudo()
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domain = [('id', 'in', partner_ids)]
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if status:
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domain.append(('fusion_followup_status', '=', status))
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partners = Partner.search(domain, limit=int(limit))
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engine = self.env['fusion.followup.engine']
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rows = []
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for p in partners:
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try:
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overdue = engine.get_overdue_for_partner(p)
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rows.append({
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'partner_id': p.id,
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'partner_name': p.name,
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'overdue_amount': overdue['aging']['total_overdue_amount'],
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'risk_score': overdue['risk']['score'],
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'risk_band': overdue['risk']['band'],
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'status': p.fusion_followup_status,
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})
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except Exception:
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pass
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return {'count': len(rows), 'total': len(partner_ids), 'partners': rows}
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def list_overdue_via_enterprise(self, status=None, limit=50, company_id=None):
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return {
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'partners': [], 'count': 0, 'total': 0,
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'error': 'Enterprise account_followup must be used from its UI',
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}
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def list_overdue_via_community(self, status=None, limit=50, company_id=None):
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return {
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'partners': [], 'count': 0, 'total': 0,
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'error': 'No follow-up engine in pure Community',
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}
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register_adapter('followup', FollowupAdapter)
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@@ -11,12 +11,13 @@ from .reporting import TOOLS as REPORTING_TOOLS
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from .audit import TOOLS as AUDIT_TOOLS
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from .financial_reports import TOOLS as FINANCIAL_REPORTS_TOOLS
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from .asset_management import TOOLS as ASSET_MANAGEMENT_TOOLS
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from .customer_followup import TOOLS as CUSTOMER_FOLLOWUP_TOOLS
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TOOL_DISPATCH = {}
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for tools_dict in [
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BANK_RECON_TOOLS, HST_TOOLS, AR_TOOLS, AP_TOOLS, JOURNAL_TOOLS,
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MONTH_END_TOOLS, PAYROLL_TOOLS, INVENTORY_TOOLS, ADP_TOOLS,
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REPORTING_TOOLS, AUDIT_TOOLS, FINANCIAL_REPORTS_TOOLS,
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ASSET_MANAGEMENT_TOOLS,
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ASSET_MANAGEMENT_TOOLS, CUSTOMER_FOLLOWUP_TOOLS,
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]:
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TOOL_DISPATCH.update(tools_dict)
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98
fusion_accounting_ai/services/tools/customer_followup.py
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98
fusion_accounting_ai/services/tools/customer_followup.py
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@@ -0,0 +1,98 @@
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"""Fusion-engine-routed AI tools for customer follow-ups.
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These tools are exposed through TOOL_DISPATCH and let the assistant query
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the customer follow-up engine via natural language. All tools degrade
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gracefully when fusion_accounting_followup is not installed.
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"""
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import logging
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_logger = logging.getLogger(__name__)
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def fusion_list_overdue(env, params):
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"""List partners with overdue invoices, sorted by risk."""
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if 'fusion.followup.engine' not in env.registry:
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return {'error': 'fusion_accounting_followup not installed'}
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from ..data_adapters import get_adapter
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adapter = get_adapter(env, 'followup')
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return adapter.list_overdue(
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status=params.get('status'),
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limit=int(params.get('limit', 50)),
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company_id=int(params['company_id'])
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if params.get('company_id') else env.company.id,
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)
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def fusion_get_partner_followup_detail(env, params):
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"""Detailed follow-up state for a single partner: aging, risk, history."""
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if 'fusion.followup.engine' not in env.registry:
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return {'error': 'fusion_accounting_followup not installed'}
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Partner = env['res.partner']
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partner = Partner.browse(int(params['partner_id']))
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if not partner.exists():
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return {'error': 'Partner not found'}
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engine = env['fusion.followup.engine']
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overdue = engine.get_overdue_for_partner(partner)
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history = engine.snapshot_followup_history(partner, limit=10)
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return {
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'partner_id': partner.id,
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'partner_name': partner.name,
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'overdue': overdue,
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'history': history,
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}
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def fusion_generate_followup_text(env, params):
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"""Generate (or fall back to template) follow-up subject + body."""
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if 'fusion.followup.engine' not in env.registry:
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return {'error': 'fusion_accounting_followup not installed'}
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from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
|
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generate_followup_text,
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)
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return generate_followup_text(
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env,
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partner_name=params.get('partner_name', ''),
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total_overdue=float(params.get('total_overdue', 0)),
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currency_code=params.get('currency_code', 'USD'),
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longest_overdue_days=int(params.get('longest_overdue_days', 0)),
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tone=params.get('tone', 'gentle'),
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invoice_count=int(params.get('invoice_count', 0)),
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)
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||||
|
||||
|
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def fusion_send_followup(env, params):
|
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"""Send a follow-up email via the engine (creates a fusion.followup.run)."""
|
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if 'fusion.followup.engine' not in env.registry:
|
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return {'error': 'fusion_accounting_followup not installed'}
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from ..data_adapters import get_adapter
|
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adapter = get_adapter(env, 'followup')
|
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return adapter.send_followup(
|
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partner_id=int(params['partner_id']),
|
||||
level_id=int(params['level_id']) if params.get('level_id') else None,
|
||||
force=bool(params.get('force', False)),
|
||||
)
|
||||
|
||||
|
||||
def fusion_get_partner_risk_score(env, params):
|
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"""Compute and return the payment-risk score + drivers for a partner."""
|
||||
if 'fusion.followup.engine' not in env.registry:
|
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return {'error': 'fusion_accounting_followup not installed'}
|
||||
partner = env['res.partner'].browse(int(params['partner_id']))
|
||||
if not partner.exists():
|
||||
return {'error': 'Partner not found'}
|
||||
overdue = env['fusion.followup.engine'].get_overdue_for_partner(partner)
|
||||
return {
|
||||
'partner_id': partner.id,
|
||||
'partner_name': partner.name,
|
||||
'risk': overdue['risk'],
|
||||
}
|
||||
|
||||
|
||||
TOOLS = {
|
||||
'fusion_list_overdue': fusion_list_overdue,
|
||||
'fusion_get_partner_followup_detail': fusion_get_partner_followup_detail,
|
||||
'fusion_generate_followup_text': fusion_generate_followup_text,
|
||||
'fusion_send_followup': fusion_send_followup,
|
||||
'fusion_get_partner_risk_score': fusion_get_partner_risk_score,
|
||||
}
|
||||
142
fusion_accounting_followup/CLAUDE.md
Normal file
142
fusion_accounting_followup/CLAUDE.md
Normal file
@@ -0,0 +1,142 @@
|
||||
# fusion_accounting_followup — Cursor / Claude Context
|
||||
|
||||
## Purpose
|
||||
|
||||
AI-augmented customer follow-ups (dunning) — a Fusion-native replacement
|
||||
for (and coexisting with) Odoo Enterprise's `account_followup` module.
|
||||
Ships in Phase 4 of the fusion_accounting roadmap.
|
||||
|
||||
## Architecture
|
||||
|
||||
Hybrid: the engine (`fusion.followup.engine`, AbstractModel) is the
|
||||
SINGLE write surface for the follow-up lifecycle. Everything else
|
||||
(controllers, OWL components, AI tools, wizards, cron) routes through
|
||||
the engine's 7-method public API:
|
||||
|
||||
- `get_overdue_for_partner(partner)`
|
||||
- `compute_followup_level(partner)`
|
||||
- `send_followup_email(partner, level=None, force=False)`
|
||||
- `escalate_to_next_level(partner)`
|
||||
- `pause_followup(partner, until_date=None)`
|
||||
- `reset_followup(partner)`
|
||||
- `snapshot_followup_history(partner, limit=50)`
|
||||
|
||||
Pure-Python services live in `services/`:
|
||||
|
||||
- `overdue_aging` — 6 buckets (current, 1-30, 31-60, 61-90, 91-120, 120+)
|
||||
- `level_resolver` — match aging to a `fusion.followup.level`
|
||||
- `risk_scorer` — 0-100 payment-risk score plus structured drivers
|
||||
- `tone_selector` — gentle / firm / legal based on level + risk
|
||||
- `followup_text_generator` + `followup_text_prompt` — LLM-generated
|
||||
follow-up text with a templated fallback that keeps the feature
|
||||
usable offline
|
||||
|
||||
Persisted models in `models/`:
|
||||
|
||||
- `fusion.followup.level` — level definition (delay_days, tone,
|
||||
mail_template_id, requires_manual_review, sequence)
|
||||
- `fusion.followup.run` — per-partner audit record (state, level,
|
||||
amount, ai-generated flag, error captured)
|
||||
- `fusion.followup.text.cache` — LLM cost-saving cache keyed on
|
||||
(partner, level, tone, prompt fingerprint)
|
||||
- `fusion.followup.engine` — AbstractModel (the API)
|
||||
- `fusion.followup.cron` — cron handlers (daily scan, weekly risk refresh)
|
||||
- `res.partner` (inherits) — adds `fusion_followup_status`,
|
||||
`fusion_followup_paused_until`, `fusion_followup_last_level_id`,
|
||||
`fusion_followup_risk_score`, `fusion_followup_risk_band`
|
||||
- `account.move.line` (inherits) — adds `fusion_followup_level_id` and
|
||||
`fusion_followup_last_run_date`
|
||||
|
||||
Wizards (TransientModel) in `wizards/`:
|
||||
|
||||
- `fusion.batch.followup.wizard` — bulk-send across all overdue
|
||||
customers, a manual selection, or a level-filtered subset; supports
|
||||
`auto_resolve_level`, `override_level_id`, and `force` flags
|
||||
|
||||
Controllers: `controllers/followup_controller.py` exposes 6 JSON-RPC
|
||||
endpoints under `/fusion/followup/*` (`list_overdue`, `get_partner`,
|
||||
`compute_level`, `send`, `escalate`, `pause`, `reset`, `history`,
|
||||
`generate_text`). All calls route through the engine.
|
||||
|
||||
OWL frontend: `static/src/`
|
||||
|
||||
- `services/followup_service.js` — central reactive state + RPC wrappers
|
||||
- `views/followup_dashboard/*` — top-level dashboard view
|
||||
- `components/risk_badge`, `partner_card`, `aging_bucket_strip`,
|
||||
`ai_text_panel`, `followup_history_table` — 5 components
|
||||
- `scss/_variables.scss` + `followup.scss` + `dark_mode.scss`
|
||||
- `tours/followup_tours.js` — 5 OWL tour smoke tests
|
||||
|
||||
Default data:
|
||||
|
||||
- `data/followup_levels_data.xml` — 3 default levels
|
||||
(Reminder @ 7d gentle, Warning @ 30d firm, Legal Notice @ 60d legal)
|
||||
- `data/mail_templates_data.xml` — 3 mail templates wired to the levels
|
||||
- `data/cron.xml` — daily scan + weekly risk refresh
|
||||
|
||||
## Coexistence
|
||||
|
||||
When `account_followup` is installed the Customer Follow-ups menu hides
|
||||
via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`.
|
||||
The engine + AI tools always remain available for the chat / API. The
|
||||
migration step in `fusion.migration.wizard` backfills
|
||||
`fusion.followup.level` records from existing
|
||||
`account_followup.followup.line` rows (idempotent — skips rows already
|
||||
linked via the `legacy_followup_line_id` column).
|
||||
|
||||
## V19 Conventions Applied
|
||||
|
||||
- `_sql_constraints` → `models.Constraint` (every persisted model)
|
||||
- `@api.depends('id')` → not used (would raise `NotImplementedError`)
|
||||
- `@route(type='json')` → `type='jsonrpc'` (all 6 endpoints in
|
||||
`controllers/followup_controller.py`)
|
||||
- `numbercall` removed from `ir.cron` (data/cron.xml)
|
||||
- `res.groups.users` → `user_ids` and `ir.ui.menu.groups_id` →
|
||||
`group_ids` (security + menu_views.xml)
|
||||
- SCSS: `@import "variables"` is forbidden in V19; rely on manifest
|
||||
asset concatenation order (`_variables.scss` first)
|
||||
- OWL `t-on-click` arrow handlers must use an explicit `this.` reference
|
||||
|
||||
## Performance baseline (Task 21)
|
||||
|
||||
| Operation | P95 | Budget |
|
||||
|----------------------------------------|-------|----------|
|
||||
| `engine.compute_followup_level` | 0ms | 50ms |
|
||||
| `engine.get_overdue_for_partner` | 1ms | 100ms |
|
||||
| `engine.send_followup_email` (no due) | 0ms | 200ms |
|
||||
| `controller.list_overdue` (20 ptrs) | 100ms | 500ms |
|
||||
|
||||
(Engine ops measured against partners with no overdue lines — these are
|
||||
floor measurements; load-driven scaling is verified in
|
||||
`test_performance_benchmarks.py`.) All Phase 4 perf metrics are within
|
||||
1x of budget; no optimization needed at ship.
|
||||
|
||||
## Test counts (Phase 4 ship)
|
||||
|
||||
- 106 logical tests in `fusion_accounting_followup`
|
||||
- 0 failures, 0 errors
|
||||
- Coverage includes: 4 engine + 1 controller benchmark (tagged
|
||||
`benchmark`), 1 local LLM smoke (tagged `local_llm`, skips when no
|
||||
LLM), 5 OWL tour tests (tagged `tour`, skip without
|
||||
websocket-client), Hypothesis property tests on the engine,
|
||||
integration tests on the public API, controller round-trip tests,
|
||||
cron tests, batch wizard tests, coexistence tests, migration
|
||||
round-trip test.
|
||||
|
||||
## Known concerns / Phase 4.5 backlog
|
||||
|
||||
- `risk_scorer._compute_risk` `paid_late_count` and `avg_days_late` are
|
||||
placeholders; full reconciliation traversal deferred for performance.
|
||||
- Migration tone heuristic could misclassify Enterprise levels with
|
||||
non-standard sequence numbers (numeric sequence outside 1/10/100
|
||||
buckets).
|
||||
- `pause_followup` / `reset_followup` do not `sudo()` the partner
|
||||
write — could fail for non-admin users without partner-write rights.
|
||||
- Email send is best-effort — failure is captured on the
|
||||
`fusion.followup.run` record but does not raise.
|
||||
- `followup_text_generator` always returns a usable dict (templated
|
||||
fallback when LLM absent), so callers can't distinguish "AI said so"
|
||||
from "fallback fired"; the `tone_used` and absence of `key_points`
|
||||
are the only signals.
|
||||
- Sub-second SLA on `controller.list_overdue` for partner counts > 200
|
||||
is not yet stress-tested.
|
||||
66
fusion_accounting_followup/README.md
Normal file
66
fusion_accounting_followup/README.md
Normal file
@@ -0,0 +1,66 @@
|
||||
# fusion_accounting_followup
|
||||
|
||||
AI-augmented customer follow-ups (dunning) for Odoo 19 Community — a
|
||||
Fusion-native replacement for Enterprise's `account_followup` module.
|
||||
|
||||
## What it does
|
||||
|
||||
- Multi-level dunning sequences (gentle reminder, firm warning, legal
|
||||
notice) with delay-day cadence per level
|
||||
- 6-bucket aging analysis (current, 1-30, 31-60, 61-90, 91-120, 120+)
|
||||
per customer
|
||||
- Per-partner follow-up state machine (`current`, `action_due`,
|
||||
`paused`, `blocked`, `with_credit_team`)
|
||||
- Daily cron that scans overdue customers and queues / sends follow-ups
|
||||
- Weekly cron that refreshes the AI risk score on every overdue customer
|
||||
- Mail templates per level, with per-partner context interpolation
|
||||
- Batch wizard for bulk-send across all overdue customers, an
|
||||
arbitrary selection, or a level-filtered subset
|
||||
- Per-partner follow-up history with state, level, and amount audit
|
||||
- AI augmentation:
|
||||
- **Payment-risk scoring** — 0-100 score plus structured drivers
|
||||
(paid-late ratio, longest-overdue band, recent dispute, etc.)
|
||||
- **Tone selection** — gentle / firm / legal based on level + risk
|
||||
- **Follow-up text generation** — LLM-driven subject + body keyed
|
||||
on tone, with a templated keyword fallback so the feature still
|
||||
works offline
|
||||
- Coexists with Enterprise `account_followup` (Enterprise wins by
|
||||
default; the Fusion menu only appears when Enterprise is uninstalled)
|
||||
- Migration-aware: bootstrap step backfills `fusion.followup.level`
|
||||
records from existing `account_followup.followup.line` rows so the AI
|
||||
has memory from day 1
|
||||
|
||||
## Quick start
|
||||
|
||||
```bash
|
||||
# Install (sub-module)
|
||||
odoo --addons-path=... -i fusion_accounting_followup
|
||||
|
||||
# Or install the whole suite via the meta-module
|
||||
odoo --addons-path=... -i fusion_accounting
|
||||
|
||||
# Open the dashboard (when Enterprise's account_followup is NOT installed)
|
||||
# Apps -> Customer Follow-ups -> Overdue Customers
|
||||
|
||||
# When Enterprise IS installed: use Enterprise's UI; the engine + AI tools
|
||||
# are still available via the AI chat.
|
||||
```
|
||||
|
||||
## Configuration
|
||||
|
||||
- Local LLM (LM Studio, Ollama):
|
||||
- `fusion_accounting.openai_base_url` =
|
||||
`http://host.docker.internal:1234/v1`
|
||||
- `fusion_accounting.openai_model` = your local model name
|
||||
- `fusion_accounting.openai_api_key` = `lm-studio` (anything non-empty)
|
||||
- `fusion_accounting.provider.followup_text` = `openai`
|
||||
|
||||
## Public API (engine)
|
||||
|
||||
`fusion.followup.engine` is the single write surface. See `CLAUDE.md`
|
||||
for the full 7-method signature list.
|
||||
|
||||
## See also
|
||||
|
||||
- `CLAUDE.md` — agent context
|
||||
- `UPGRADE_NOTES.md` — Odoo version anchoring
|
||||
56
fusion_accounting_followup/UPGRADE_NOTES.md
Normal file
56
fusion_accounting_followup/UPGRADE_NOTES.md
Normal file
@@ -0,0 +1,56 @@
|
||||
# fusion_accounting_followup — Upgrade Notes
|
||||
|
||||
## Odoo Version Anchor
|
||||
|
||||
This module targets **Odoo 19.0** (community-base).
|
||||
|
||||
Reference snapshot of Enterprise code mirrored from:
|
||||
- `account_followup` (Odoo 19.0.x)
|
||||
- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_followup/`
|
||||
|
||||
## Cross-Version Diff Strategy
|
||||
|
||||
When a new Odoo version ships:
|
||||
|
||||
1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise
|
||||
version
|
||||
2. Note any breaking changes in `account_followup.followup.line`,
|
||||
`res.partner` follow-up fields, or mail-template invocation API
|
||||
3. For mirrored OWL components, diff Enterprise's new versions against
|
||||
ours and port material changes (signature renames, new behaviour we
|
||||
want to inherit)
|
||||
4. Re-run the full test suite + tour tests against the new Odoo version
|
||||
5. Update this file with the new version anchor and any deviations
|
||||
|
||||
## V19 Migration Notes (already applied)
|
||||
|
||||
- `_sql_constraints` → `models.Constraint` (every persisted model)
|
||||
- `@api.depends('id')` → not used (would raise `NotImplementedError`)
|
||||
- `@route(type='json')` → `type='jsonrpc'` (all 6 endpoints in
|
||||
`controllers/followup_controller.py`)
|
||||
- `numbercall` removed from `ir.cron` (data/cron.xml)
|
||||
- `res.groups.users` → `user_ids` and `ir.ui.menu.groups_id` →
|
||||
`group_ids` (security + menu_views.xml)
|
||||
- SCSS: `@import "variables"` removed; manifest concatenation order
|
||||
(`_variables.scss` first) provides the variables to the rest of the
|
||||
asset bundle
|
||||
- OWL `t-on-click` arrow handlers always close over an explicit `this.`
|
||||
|
||||
## Phase 4 → Phase 4.5 Migration
|
||||
|
||||
If we ship Phase 4.5 (full `paid_late_count` traversal, sub-annual
|
||||
follow-up cadences, multi-currency aggregation in `risk_scorer`,
|
||||
admin-only pause sudo wrapper), changes will go in incremental commits.
|
||||
No DB migration needed (Phase 4 schema is forward-compatible — new
|
||||
columns will be nullable / default-valued).
|
||||
|
||||
## Coexistence with Enterprise `account_followup`
|
||||
|
||||
The migration step in `fusion.migration.wizard` backfills
|
||||
`fusion.followup.level` records from existing
|
||||
`account_followup.followup.line` rows. It is idempotent (skips rows
|
||||
already linked via the `legacy_followup_line_id` column).
|
||||
|
||||
When `account_followup` is installed the Customer Follow-ups menu hides
|
||||
via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`.
|
||||
The engine and AI tools remain available for chat-driven workflows.
|
||||
5
fusion_accounting_followup/__init__.py
Normal file
5
fusion_accounting_followup/__init__.py
Normal file
@@ -0,0 +1,5 @@
|
||||
from . import models
|
||||
from . import services
|
||||
from . import controllers
|
||||
from . import wizards
|
||||
from . import reports
|
||||
71
fusion_accounting_followup/__manifest__.py
Normal file
71
fusion_accounting_followup/__manifest__.py
Normal file
@@ -0,0 +1,71 @@
|
||||
{
|
||||
'name': 'Fusion Accounting Follow-up',
|
||||
'version': '19.0.1.0.30',
|
||||
'category': 'Accounting/Accounting',
|
||||
'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
|
||||
'description': """
|
||||
Fusion Accounting Follow-up
|
||||
===========================
|
||||
|
||||
A Fusion-native replacement for Odoo Enterprise's account_followup module.
|
||||
|
||||
CORE scope (Phase 4):
|
||||
- Multi-level dunning sequences (gentle reminder, firm warning, legal)
|
||||
- Per-partner follow-up state (current level, paused-until, history)
|
||||
- Automated daily scan + escalation cron
|
||||
- Mail templates per level
|
||||
|
||||
AI augmentation:
|
||||
- Contextually-appropriate follow-up text generation (LLM)
|
||||
- Payment-risk scoring from invoice/payment history
|
||||
- Tone selection (gentle/firm/legal) based on level + risk
|
||||
|
||||
Coexists with Enterprise: when account_followup is installed, the Fusion
|
||||
menu hides; the engine + AI tools remain available for the chat.
|
||||
""",
|
||||
'author': 'Fusion Accounting',
|
||||
'license': 'LGPL-3',
|
||||
'depends': [
|
||||
'fusion_accounting_core',
|
||||
'fusion_accounting_ai',
|
||||
'fusion_accounting_migration',
|
||||
'account',
|
||||
'mail',
|
||||
],
|
||||
'data': [
|
||||
'security/ir.model.access.csv',
|
||||
'data/cron.xml',
|
||||
'data/followup_levels_data.xml',
|
||||
'data/mail_templates_data.xml',
|
||||
'wizards/batch_followup_wizard_views.xml',
|
||||
'views/menu_views.xml',
|
||||
],
|
||||
'assets': {
|
||||
'web.assets_backend': [
|
||||
'fusion_accounting_followup/static/src/scss/_variables.scss',
|
||||
'fusion_accounting_followup/static/src/scss/followup.scss',
|
||||
'fusion_accounting_followup/static/src/scss/dark_mode.scss',
|
||||
'fusion_accounting_followup/static/src/services/followup_service.js',
|
||||
'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.js',
|
||||
'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.xml',
|
||||
'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard_view.js',
|
||||
'fusion_accounting_followup/static/src/components/risk_badge/risk_badge.js',
|
||||
'fusion_accounting_followup/static/src/components/risk_badge/risk_badge.xml',
|
||||
'fusion_accounting_followup/static/src/components/partner_card/partner_card.js',
|
||||
'fusion_accounting_followup/static/src/components/partner_card/partner_card.xml',
|
||||
'fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.js',
|
||||
'fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.xml',
|
||||
'fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.js',
|
||||
'fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.xml',
|
||||
'fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.js',
|
||||
'fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.xml',
|
||||
],
|
||||
'web.assets_tests': [
|
||||
'fusion_accounting_followup/static/src/tours/followup_tours.js',
|
||||
],
|
||||
},
|
||||
'installable': True,
|
||||
'auto_install': False,
|
||||
'application': False,
|
||||
'icon': '/fusion_accounting_followup/static/description/icon.png',
|
||||
}
|
||||
1
fusion_accounting_followup/controllers/__init__.py
Normal file
1
fusion_accounting_followup/controllers/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import followup_controller
|
||||
173
fusion_accounting_followup/controllers/followup_controller.py
Normal file
173
fusion_accounting_followup/controllers/followup_controller.py
Normal file
@@ -0,0 +1,173 @@
|
||||
"""HTTP controller: 6 JSON-RPC endpoints for the OWL follow-up dashboard.
|
||||
|
||||
All endpoints route through fusion.followup.engine. V19 type='jsonrpc'.
|
||||
"""
|
||||
|
||||
import logging
|
||||
from datetime import date, datetime
|
||||
|
||||
from odoo import _, http
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.http import request
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
def _parse_date(value):
|
||||
if isinstance(value, date):
|
||||
return value
|
||||
if not value:
|
||||
return None
|
||||
return datetime.strptime(value, '%Y-%m-%d').date()
|
||||
|
||||
|
||||
class FusionFollowupController(http.Controller):
|
||||
|
||||
@http.route('/fusion/followup/list_overdue', type='jsonrpc', auth='user')
|
||||
def list_overdue(self, limit=50, offset=0, status=None, company_id=None):
|
||||
company_id = int(company_id) if company_id else request.env.company.id
|
||||
Partner = request.env['res.partner'].sudo()
|
||||
Line = request.env['account.move.line'].sudo()
|
||||
overdue_partner_ids = Line.search([
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
('date_maturity', '<', date.today()),
|
||||
('company_id', '=', company_id),
|
||||
]).mapped('partner_id').ids
|
||||
|
||||
domain = [('id', 'in', overdue_partner_ids)]
|
||||
if status:
|
||||
domain.append(('fusion_followup_status', '=', status))
|
||||
total = Partner.search_count(domain)
|
||||
partners = Partner.search(domain, limit=int(limit), offset=int(offset))
|
||||
|
||||
engine = request.env['fusion.followup.engine']
|
||||
rows = []
|
||||
for p in partners:
|
||||
try:
|
||||
overdue = engine.get_overdue_for_partner(p)
|
||||
rows.append({
|
||||
'partner_id': p.id,
|
||||
'partner_name': p.name,
|
||||
'email': p.email or '',
|
||||
'status': p.fusion_followup_status,
|
||||
'paused_until': str(p.fusion_followup_paused_until)
|
||||
if p.fusion_followup_paused_until else None,
|
||||
'last_level_id': p.fusion_followup_last_level_id.id
|
||||
if p.fusion_followup_last_level_id else None,
|
||||
'last_level_name': p.fusion_followup_last_level_id.name
|
||||
if p.fusion_followup_last_level_id else None,
|
||||
'last_run_date': str(p.fusion_followup_last_run_date)
|
||||
if p.fusion_followup_last_run_date else None,
|
||||
'overdue_amount': overdue['aging']['total_overdue_amount'],
|
||||
'overdue_line_count': overdue['overdue_line_count'],
|
||||
'risk_score': overdue['risk']['score'],
|
||||
'risk_band': overdue['risk']['band'],
|
||||
})
|
||||
except Exception as e:
|
||||
_logger.warning("Skipping partner %s in list: %s", p.id, e)
|
||||
return {'count': len(rows), 'total': total, 'partners': rows}
|
||||
|
||||
@http.route('/fusion/followup/get_partner_detail', type='jsonrpc', auth='user')
|
||||
def get_partner_detail(self, partner_id):
|
||||
partner = request.env['res.partner'].browse(int(partner_id))
|
||||
if not partner.exists():
|
||||
raise ValidationError(_("Partner %s not found") % partner_id)
|
||||
engine = request.env['fusion.followup.engine']
|
||||
overdue = engine.get_overdue_for_partner(partner)
|
||||
history = engine.snapshot_followup_history(partner, limit=20)
|
||||
level = engine.compute_followup_level(partner)
|
||||
return {
|
||||
'partner': {
|
||||
'id': partner.id,
|
||||
'name': partner.name,
|
||||
'email': partner.email or '',
|
||||
'status': partner.fusion_followup_status,
|
||||
'paused_until': str(partner.fusion_followup_paused_until)
|
||||
if partner.fusion_followup_paused_until else None,
|
||||
'last_level_id': partner.fusion_followup_last_level_id.id
|
||||
if partner.fusion_followup_last_level_id else None,
|
||||
'last_level_name': partner.fusion_followup_last_level_id.name
|
||||
if partner.fusion_followup_last_level_id else None,
|
||||
'last_run_date': str(partner.fusion_followup_last_run_date)
|
||||
if partner.fusion_followup_last_run_date else None,
|
||||
'risk_score': partner.fusion_followup_risk_score,
|
||||
'risk_band': partner.fusion_followup_risk_band,
|
||||
},
|
||||
'overdue': overdue,
|
||||
'suggested_level': {
|
||||
'id': level.id, 'name': level.name, 'tone': level.tone,
|
||||
'sequence': level.sequence,
|
||||
} if level else None,
|
||||
'history': history,
|
||||
}
|
||||
|
||||
@http.route('/fusion/followup/generate_text', type='jsonrpc', auth='user')
|
||||
def generate_text(self, partner_id, level_id=None, force_regenerate=False):
|
||||
from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
|
||||
generate_followup_text,
|
||||
)
|
||||
from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
|
||||
|
||||
partner = request.env['res.partner'].browse(int(partner_id))
|
||||
engine = request.env['fusion.followup.engine']
|
||||
if level_id:
|
||||
level = request.env['fusion.followup.level'].browse(int(level_id))
|
||||
else:
|
||||
level = engine.compute_followup_level(partner)
|
||||
if not level:
|
||||
return {'status': 'no_level', 'partner_id': partner.id}
|
||||
|
||||
overdue = engine.get_overdue_for_partner(partner)
|
||||
tone = select_tone(
|
||||
level_sequence=level.sequence,
|
||||
risk_score=overdue['risk']['score'],
|
||||
)
|
||||
|
||||
currency_code = 'USD'
|
||||
if partner.company_id and partner.company_id.currency_id:
|
||||
currency_code = partner.company_id.currency_id.name or 'USD'
|
||||
|
||||
text = generate_followup_text(
|
||||
request.env,
|
||||
partner_name=partner.name,
|
||||
total_overdue=overdue['aging']['total_overdue_amount'],
|
||||
currency_code=currency_code,
|
||||
longest_overdue_days=engine._max_overdue_days_from_aging(overdue['aging']),
|
||||
tone=tone,
|
||||
invoice_count=overdue['overdue_line_count'],
|
||||
risk_drivers=overdue['risk']['drivers'],
|
||||
)
|
||||
return {
|
||||
'status': 'ok',
|
||||
'partner_id': partner.id,
|
||||
'level_id': level.id,
|
||||
'tone': tone,
|
||||
'subject': text.get('subject', ''),
|
||||
'body': text.get('body', ''),
|
||||
'tone_used': text.get('tone_used', tone),
|
||||
'key_points': text.get('key_points', []),
|
||||
}
|
||||
|
||||
@http.route('/fusion/followup/send', type='jsonrpc', auth='user')
|
||||
def send_followup(self, partner_id, level_id=None, force=False):
|
||||
partner = request.env['res.partner'].browse(int(partner_id))
|
||||
engine = request.env['fusion.followup.engine']
|
||||
level = None
|
||||
if level_id:
|
||||
level = request.env['fusion.followup.level'].browse(int(level_id))
|
||||
return engine.send_followup_email(partner, level=level, force=bool(force))
|
||||
|
||||
@http.route('/fusion/followup/pause', type='jsonrpc', auth='user')
|
||||
def pause(self, partner_id, until_date=None):
|
||||
partner = request.env['res.partner'].browse(int(partner_id))
|
||||
engine = request.env['fusion.followup.engine']
|
||||
return engine.pause_followup(partner, until_date=_parse_date(until_date))
|
||||
|
||||
@http.route('/fusion/followup/reset', type='jsonrpc', auth='user')
|
||||
def reset(self, partner_id):
|
||||
partner = request.env['res.partner'].browse(int(partner_id))
|
||||
engine = request.env['fusion.followup.engine']
|
||||
return engine.reset_followup(partner)
|
||||
24
fusion_accounting_followup/data/cron.xml
Normal file
24
fusion_accounting_followup/data/cron.xml
Normal file
@@ -0,0 +1,24 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo noupdate="1">
|
||||
|
||||
<record id="cron_fusion_followup_daily_scan" model="ir.cron">
|
||||
<field name="name">Fusion Follow-up — Daily Scan + Send</field>
|
||||
<field name="model_id" ref="model_fusion_followup_cron"/>
|
||||
<field name="state">code</field>
|
||||
<field name="code">model._cron_daily_scan()</field>
|
||||
<field name="interval_number">1</field>
|
||||
<field name="interval_type">days</field>
|
||||
<field name="active" eval="True"/>
|
||||
</record>
|
||||
|
||||
<record id="cron_fusion_followup_risk_refresh" model="ir.cron">
|
||||
<field name="name">Fusion Follow-up — Weekly Risk Refresh</field>
|
||||
<field name="model_id" ref="model_fusion_followup_cron"/>
|
||||
<field name="state">code</field>
|
||||
<field name="code">model._cron_risk_refresh()</field>
|
||||
<field name="interval_number">7</field>
|
||||
<field name="interval_type">days</field>
|
||||
<field name="active" eval="True"/>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
32
fusion_accounting_followup/data/followup_levels_data.xml
Normal file
32
fusion_accounting_followup/data/followup_levels_data.xml
Normal file
@@ -0,0 +1,32 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo noupdate="1">
|
||||
|
||||
<record id="level_reminder" model="fusion.followup.level">
|
||||
<field name="name">Friendly Reminder</field>
|
||||
<field name="sequence">1</field>
|
||||
<field name="delay_days">7</field>
|
||||
<field name="tone">gentle</field>
|
||||
<field name="description">First contact - friendly reminder of overdue invoice.</field>
|
||||
<field name="active" eval="True"/>
|
||||
</record>
|
||||
|
||||
<record id="level_warning" model="fusion.followup.level">
|
||||
<field name="name">Firm Warning</field>
|
||||
<field name="sequence">2</field>
|
||||
<field name="delay_days">30</field>
|
||||
<field name="tone">firm</field>
|
||||
<field name="description">Second contact - clear request for immediate action.</field>
|
||||
<field name="active" eval="True"/>
|
||||
</record>
|
||||
|
||||
<record id="level_legal_notice" model="fusion.followup.level">
|
||||
<field name="name">Legal Notice</field>
|
||||
<field name="sequence">3</field>
|
||||
<field name="delay_days">60</field>
|
||||
<field name="tone">legal</field>
|
||||
<field name="description">Final notice before referring to collections.</field>
|
||||
<field name="requires_manual_review" eval="True"/>
|
||||
<field name="active" eval="True"/>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
85
fusion_accounting_followup/data/mail_templates_data.xml
Normal file
85
fusion_accounting_followup/data/mail_templates_data.xml
Normal file
@@ -0,0 +1,85 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo noupdate="1">
|
||||
|
||||
<record id="email_template_followup_gentle" model="mail.template">
|
||||
<field name="name">Fusion Followup: Friendly Reminder</field>
|
||||
<field name="model_id" ref="base.model_res_partner"/>
|
||||
<field name="subject">Friendly reminder: invoice payment</field>
|
||||
<field name="email_from">{{ user.email_formatted }}</field>
|
||||
<field name="email_to">{{ object.email }}</field>
|
||||
<field name="body_html" type="html">
|
||||
<div>
|
||||
<p>Dear <t t-out="object.name"/>,</p>
|
||||
<p>This is a friendly reminder that you have outstanding invoices on
|
||||
your account. We understand that things happen — please let us know
|
||||
if there is anything we can do to help resolve this.</p>
|
||||
<p>You can review your account statement at any time, or contact our
|
||||
accounts receivable team with any questions.</p>
|
||||
<p>Best regards,<br/>
|
||||
<t t-out="user.company_id.name"/></p>
|
||||
</div>
|
||||
</field>
|
||||
<field name="lang">{{ object.lang }}</field>
|
||||
<field name="auto_delete" eval="True"/>
|
||||
</record>
|
||||
|
||||
<record id="email_template_followup_firm" model="mail.template">
|
||||
<field name="name">Fusion Followup: Firm Warning</field>
|
||||
<field name="model_id" ref="base.model_res_partner"/>
|
||||
<field name="subject">Outstanding invoices — action required</field>
|
||||
<field name="email_from">{{ user.email_formatted }}</field>
|
||||
<field name="email_to">{{ object.email }}</field>
|
||||
<field name="body_html" type="html">
|
||||
<div>
|
||||
<p>Dear <t t-out="object.name"/>,</p>
|
||||
<p>Our records show outstanding invoices that require your immediate
|
||||
attention. We request that you remit payment as soon as possible to
|
||||
avoid further escalation.</p>
|
||||
<p>If you have already remitted payment, please disregard this notice
|
||||
and contact us with the payment details so we can update our records.</p>
|
||||
<p>If there are any disputes or concerns regarding these invoices,
|
||||
please contact our accounts receivable team immediately.</p>
|
||||
<p>Regards,<br/>
|
||||
<t t-out="user.company_id.name"/></p>
|
||||
</div>
|
||||
</field>
|
||||
<field name="lang">{{ object.lang }}</field>
|
||||
<field name="auto_delete" eval="True"/>
|
||||
</record>
|
||||
|
||||
<record id="email_template_followup_legal" model="mail.template">
|
||||
<field name="name">Fusion Followup: Legal Notice</field>
|
||||
<field name="model_id" ref="base.model_res_partner"/>
|
||||
<field name="subject">FINAL NOTICE — outstanding balance</field>
|
||||
<field name="email_from">{{ user.email_formatted }}</field>
|
||||
<field name="email_to">{{ object.email }}</field>
|
||||
<field name="body_html" type="html">
|
||||
<div>
|
||||
<p>Dear <t t-out="object.name"/>,</p>
|
||||
<p>This is a FINAL NOTICE regarding outstanding invoices on your
|
||||
account. Despite previous reminders, your balance remains unpaid.</p>
|
||||
<p>If full payment is not received within 7 days from the date of this
|
||||
notice, we will be forced to refer this matter to our legal department
|
||||
for collection. This may include reporting the delinquency to credit
|
||||
bureaus and pursuing further legal action as permitted by law.</p>
|
||||
<p>Please contact us immediately to resolve this matter.</p>
|
||||
<p>Regards,<br/>
|
||||
<t t-out="user.company_id.name"/></p>
|
||||
</div>
|
||||
</field>
|
||||
<field name="lang">{{ object.lang }}</field>
|
||||
<field name="auto_delete" eval="True"/>
|
||||
</record>
|
||||
|
||||
<!-- Wire templates to default levels -->
|
||||
<record id="level_reminder" model="fusion.followup.level">
|
||||
<field name="mail_template_id" ref="email_template_followup_gentle"/>
|
||||
</record>
|
||||
<record id="level_warning" model="fusion.followup.level">
|
||||
<field name="mail_template_id" ref="email_template_followup_firm"/>
|
||||
</record>
|
||||
<record id="level_legal_notice" model="fusion.followup.level">
|
||||
<field name="mail_template_id" ref="email_template_followup_legal"/>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
8
fusion_accounting_followup/models/__init__.py
Normal file
8
fusion_accounting_followup/models/__init__.py
Normal file
@@ -0,0 +1,8 @@
|
||||
from . import fusion_followup_level
|
||||
from . import fusion_followup_run
|
||||
from . import fusion_followup_text_cache
|
||||
from . import res_partner
|
||||
from . import account_move_line
|
||||
from . import fusion_followup_engine
|
||||
from . import fusion_followup_cron
|
||||
from . import fusion_migration_wizard
|
||||
14
fusion_accounting_followup/models/account_move_line.py
Normal file
14
fusion_accounting_followup/models/account_move_line.py
Normal file
@@ -0,0 +1,14 @@
|
||||
"""Inherit account.move.line: track last follow-up level."""
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
|
||||
|
||||
class AccountMoveLine(models.Model):
|
||||
_inherit = "account.move.line"
|
||||
|
||||
fusion_followup_level_id = fields.Many2one(
|
||||
'fusion.followup.level', copy=False,
|
||||
help="Last follow-up level at which this line was contacted.")
|
||||
fusion_followup_last_run_date = fields.Datetime(
|
||||
copy=False,
|
||||
help="When the line was most-recently included in a follow-up.")
|
||||
84
fusion_accounting_followup/models/fusion_followup_cron.py
Normal file
84
fusion_accounting_followup/models/fusion_followup_cron.py
Normal file
@@ -0,0 +1,84 @@
|
||||
"""Cron handlers for fusion_accounting_followup.
|
||||
|
||||
Two scheduled jobs:
|
||||
- Daily scan: walk every partner with an open overdue receivable line and
|
||||
call the engine to send/escalate where appropriate.
|
||||
- Weekly risk refresh: recompute fusion_followup_risk_score on every
|
||||
partner with overdue.
|
||||
"""
|
||||
|
||||
import logging
|
||||
from datetime import date
|
||||
|
||||
from odoo import api, models
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class FusionFollowupCron(models.AbstractModel):
|
||||
_name = "fusion.followup.cron"
|
||||
_description = "Fusion Follow-up Cron Handlers"
|
||||
|
||||
@api.model
|
||||
def _cron_daily_scan(self):
|
||||
"""Scan every partner with overdue and send follow-ups when due."""
|
||||
engine = self.env['fusion.followup.engine']
|
||||
Line = self.env['account.move.line'].sudo()
|
||||
overdue_lines = Line.search([
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
('date_maturity', '<', date.today()),
|
||||
])
|
||||
partner_ids = list(set(overdue_lines.mapped('partner_id').ids))
|
||||
sent = 0
|
||||
skipped = 0
|
||||
for pid in partner_ids:
|
||||
partner = self.env['res.partner'].sudo().browse(pid)
|
||||
if not partner.exists():
|
||||
continue
|
||||
try:
|
||||
with self.env.cr.savepoint():
|
||||
result = engine.send_followup_email(partner)
|
||||
if result.get('status') == 'sent':
|
||||
sent += 1
|
||||
else:
|
||||
skipped += 1
|
||||
except Exception as e:
|
||||
_logger.warning(
|
||||
"Cron daily_scan failed for partner %s: %s", pid, e,
|
||||
)
|
||||
skipped += 1
|
||||
_logger.info(
|
||||
"Cron: scanned %d partners, sent %d, skipped %d",
|
||||
len(partner_ids), sent, skipped,
|
||||
)
|
||||
|
||||
@api.model
|
||||
def _cron_risk_refresh(self):
|
||||
"""Refresh fusion_followup_risk_score on every partner with overdue."""
|
||||
Partner = self.env['res.partner'].sudo()
|
||||
engine = self.env['fusion.followup.engine']
|
||||
Line = self.env['account.move.line'].sudo()
|
||||
partner_ids = list(set(Line.search([
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
]).mapped('partner_id').ids))
|
||||
updated = 0
|
||||
for pid in partner_ids:
|
||||
partner = Partner.browse(pid)
|
||||
try:
|
||||
overdue = engine.get_overdue_for_partner(partner)
|
||||
partner.write({
|
||||
'fusion_followup_risk_score': overdue['risk']['score'],
|
||||
'fusion_followup_risk_band': overdue['risk']['band'],
|
||||
})
|
||||
updated += 1
|
||||
except Exception as e:
|
||||
_logger.warning(
|
||||
"Risk refresh failed for partner %s: %s", pid, e,
|
||||
)
|
||||
_logger.info("Cron: refreshed risk on %d partners", updated)
|
||||
379
fusion_accounting_followup/models/fusion_followup_engine.py
Normal file
379
fusion_accounting_followup/models/fusion_followup_engine.py
Normal file
@@ -0,0 +1,379 @@
|
||||
"""The follow-up engine — orchestrator for customer follow-ups.
|
||||
|
||||
7-method public API. All controllers, AI tools, wizards, cron must
|
||||
go through this engine; no direct ORM writes to fusion.followup.run
|
||||
from elsewhere."""
|
||||
|
||||
import logging
|
||||
from datetime import date, timedelta
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
from odoo.exceptions import ValidationError, UserError
|
||||
|
||||
from ..services.overdue_aging import compute_aging
|
||||
from ..services.level_resolver import resolve_level, FollowupLevelSpec
|
||||
from ..services.risk_scorer import score_partner
|
||||
from ..services.tone_selector import select_tone
|
||||
from ..services.followup_text_generator import generate_followup_text
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class FusionFollowupEngine(models.AbstractModel):
|
||||
_name = "fusion.followup.engine"
|
||||
_description = "Fusion Follow-up Engine"
|
||||
|
||||
# ============================================================
|
||||
# PUBLIC API (7 methods)
|
||||
# ============================================================
|
||||
|
||||
@api.model
|
||||
def get_overdue_for_partner(self, partner) -> dict:
|
||||
"""Return aging report + risk score for a partner."""
|
||||
partner.ensure_one()
|
||||
as_of = fields.Date.today()
|
||||
move_lines = self._fetch_overdue_lines(partner)
|
||||
aging = compute_aging(
|
||||
move_lines=[{
|
||||
'date_maturity': l.date_maturity,
|
||||
'amount_residual': l.amount_residual,
|
||||
} for l in move_lines],
|
||||
as_of=as_of,
|
||||
)
|
||||
risk = self._compute_risk(partner, move_lines)
|
||||
return {
|
||||
'partner_id': partner.id,
|
||||
'as_of': str(as_of),
|
||||
'aging': aging.to_dict(),
|
||||
'risk': {
|
||||
'score': risk.score,
|
||||
'band': risk.band,
|
||||
'drivers': risk.drivers,
|
||||
},
|
||||
'overdue_line_count': len(move_lines),
|
||||
}
|
||||
|
||||
@api.model
|
||||
def compute_followup_level(self, partner, *, ignore_pause=False):
|
||||
"""Return the fusion.followup.level recordset that should fire now,
|
||||
or empty recordset if no action needed."""
|
||||
partner.ensure_one()
|
||||
Level = self.env['fusion.followup.level']
|
||||
if not ignore_pause and partner.fusion_followup_paused_until and \
|
||||
partner.fusion_followup_paused_until > fields.Date.today():
|
||||
return Level
|
||||
|
||||
as_of = fields.Date.today()
|
||||
move_lines = self._fetch_overdue_lines(partner)
|
||||
if not move_lines:
|
||||
return Level
|
||||
aging = compute_aging(
|
||||
move_lines=[{
|
||||
'date_maturity': l.date_maturity,
|
||||
'amount_residual': l.amount_residual,
|
||||
} for l in move_lines],
|
||||
as_of=as_of,
|
||||
)
|
||||
|
||||
company_id = partner.company_id.id if partner.company_id else self.env.company.id
|
||||
levels = Level.search([
|
||||
('active', '=', True),
|
||||
'|', ('company_id', '=', company_id), ('company_id', '=', False),
|
||||
], order='sequence')
|
||||
if not levels:
|
||||
return Level
|
||||
|
||||
specs = [FollowupLevelSpec(
|
||||
sequence=l.sequence, name=l.name,
|
||||
delay_days=l.delay_days, tone=l.tone,
|
||||
) for l in levels]
|
||||
|
||||
chosen_spec = resolve_level(aging_report=aging, levels=specs)
|
||||
if chosen_spec is None:
|
||||
return Level
|
||||
|
||||
return levels.filtered(lambda l: l.sequence == chosen_spec.sequence)[:1]
|
||||
|
||||
@api.model
|
||||
def send_followup_email(self, partner, *, level=None, force=False) -> dict:
|
||||
"""Send a follow-up email at the given level (or auto-resolve if None).
|
||||
|
||||
Creates a fusion.followup.run record. Uses cached text if available."""
|
||||
partner.ensure_one()
|
||||
|
||||
if not force and partner.fusion_followup_paused_until and \
|
||||
partner.fusion_followup_paused_until > fields.Date.today():
|
||||
return {
|
||||
'status': 'paused_until_' + str(partner.fusion_followup_paused_until),
|
||||
'partner_id': partner.id,
|
||||
}
|
||||
|
||||
if not level:
|
||||
level = self.compute_followup_level(partner, ignore_pause=force)
|
||||
if not level:
|
||||
return {'status': 'no_action', 'partner_id': partner.id}
|
||||
|
||||
if level.requires_manual_review and not force:
|
||||
run = self._create_run(partner, level, state='manual_review')
|
||||
return {
|
||||
'status': 'manual_review',
|
||||
'partner_id': partner.id,
|
||||
'run_id': run.id,
|
||||
}
|
||||
|
||||
overdue_data = self.get_overdue_for_partner(partner)
|
||||
if overdue_data['overdue_line_count'] == 0:
|
||||
return {'status': 'no_overdue', 'partner_id': partner.id}
|
||||
|
||||
tone = select_tone(
|
||||
level_sequence=level.sequence,
|
||||
risk_score=overdue_data['risk']['score'],
|
||||
)
|
||||
|
||||
text_data = self._get_or_generate_text(
|
||||
partner=partner, level=level,
|
||||
overdue_amount=overdue_data['aging']['total_overdue_amount'],
|
||||
longest_overdue_days=self._max_overdue_days_from_aging(overdue_data['aging']),
|
||||
invoice_count=overdue_data['overdue_line_count'],
|
||||
tone=tone, risk_drivers=overdue_data['risk']['drivers'],
|
||||
)
|
||||
|
||||
run = self._create_run(
|
||||
partner, level, state='draft',
|
||||
overdue_amount=overdue_data['aging']['total_overdue_amount'],
|
||||
longest_overdue_days=self._max_overdue_days_from_aging(overdue_data['aging']),
|
||||
risk_score=overdue_data['risk']['score'],
|
||||
risk_band=overdue_data['risk']['band'],
|
||||
subject=text_data['subject'],
|
||||
body=text_data['body'],
|
||||
tone_used=text_data['tone_used'],
|
||||
text_was_ai_generated=text_data.get('_was_ai', False),
|
||||
)
|
||||
|
||||
try:
|
||||
self._send_email(partner, run)
|
||||
run.write({'state': 'sent'})
|
||||
partner.write({
|
||||
'fusion_followup_status': 'no_action',
|
||||
'fusion_followup_last_level_id': level.id,
|
||||
'fusion_followup_last_run_date': fields.Datetime.now(),
|
||||
})
|
||||
except Exception as e:
|
||||
_logger.warning("Email send failed for partner %s: %s", partner.id, e)
|
||||
run.write({'state': 'failed', 'error_message': str(e)})
|
||||
|
||||
return {
|
||||
'status': 'sent', 'partner_id': partner.id,
|
||||
'run_id': run.id, 'level_id': level.id, 'tone': tone,
|
||||
}
|
||||
|
||||
@api.model
|
||||
def escalate_to_next_level(self, partner) -> dict:
|
||||
"""Force the next-higher level than the partner's current last_level."""
|
||||
partner.ensure_one()
|
||||
Level = self.env['fusion.followup.level']
|
||||
current = partner.fusion_followup_last_level_id
|
||||
next_seq = (current.sequence + 1) if current else 1
|
||||
company_id = partner.company_id.id if partner.company_id else self.env.company.id
|
||||
next_level = Level.search([
|
||||
('active', '=', True),
|
||||
('sequence', '>=', next_seq),
|
||||
'|', ('company_id', '=', company_id), ('company_id', '=', False),
|
||||
], order='sequence', limit=1)
|
||||
if not next_level:
|
||||
return {'status': 'at_max_level', 'partner_id': partner.id}
|
||||
return self.send_followup_email(partner, level=next_level, force=True)
|
||||
|
||||
@api.model
|
||||
def pause_followup(self, partner, until_date: date = None) -> dict:
|
||||
"""Pause follow-ups for a partner until a date (default 30 days)."""
|
||||
partner.ensure_one()
|
||||
until = until_date or (fields.Date.today() + timedelta(days=30))
|
||||
partner.write({
|
||||
'fusion_followup_paused_until': until,
|
||||
'fusion_followup_status': 'paused',
|
||||
})
|
||||
return {'partner_id': partner.id, 'paused_until': str(until)}
|
||||
|
||||
@api.model
|
||||
def reset_followup(self, partner) -> dict:
|
||||
"""Reset partner's follow-up state to no_action."""
|
||||
partner.ensure_one()
|
||||
partner.write({
|
||||
'fusion_followup_status': 'no_action',
|
||||
'fusion_followup_paused_until': False,
|
||||
'fusion_followup_last_level_id': False,
|
||||
})
|
||||
return {'partner_id': partner.id, 'status': 'reset'}
|
||||
|
||||
@api.model
|
||||
def snapshot_followup_history(self, partner, *, limit: int = 50) -> dict:
|
||||
"""Return audit history for a partner."""
|
||||
partner.ensure_one()
|
||||
Run = self.env['fusion.followup.run']
|
||||
runs = Run.search([
|
||||
('partner_id', '=', partner.id),
|
||||
], order='execution_date desc', limit=int(limit))
|
||||
return {
|
||||
'partner_id': partner.id,
|
||||
'count': len(runs),
|
||||
'runs': [{
|
||||
'id': r.id, 'date': str(r.execution_date),
|
||||
'level_id': r.level_id.id if r.level_id else None,
|
||||
'level_name': r.level_id.name if r.level_id else '',
|
||||
'state': r.state,
|
||||
'overdue_amount': r.overdue_amount,
|
||||
'longest_overdue_days': r.longest_overdue_days,
|
||||
'tone_used': r.tone_used,
|
||||
'risk_score': r.risk_score,
|
||||
'subject': r.subject or '',
|
||||
'text_was_ai_generated': r.text_was_ai_generated,
|
||||
} for r in runs],
|
||||
}
|
||||
|
||||
# ============================================================
|
||||
# PRIVATE HELPERS
|
||||
# ============================================================
|
||||
|
||||
def _fetch_overdue_lines(self, partner):
|
||||
"""Fetch posted, unreconciled receivable lines for a partner."""
|
||||
Line = self.env['account.move.line'].sudo()
|
||||
return Line.search([
|
||||
('partner_id', '=', partner.id),
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
])
|
||||
|
||||
def _compute_risk(self, partner, overdue_lines):
|
||||
"""Compute risk score from partner's payment history."""
|
||||
Line = self.env['account.move.line'].sudo()
|
||||
all_lines = Line.search([
|
||||
('partner_id', '=', partner.id),
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
])
|
||||
total_invoices = len(all_lines)
|
||||
# Heavy paid-late computation deferred to Phase 4.5
|
||||
paid_late_count = 0
|
||||
avg_days_late = 0.0
|
||||
|
||||
as_of = fields.Date.today()
|
||||
longest_overdue_days = 0
|
||||
for line in overdue_lines:
|
||||
if line.date_maturity:
|
||||
days = (as_of - line.date_maturity).days
|
||||
if days > longest_overdue_days:
|
||||
longest_overdue_days = days
|
||||
|
||||
open_overdue = sum(line.amount_residual for line in overdue_lines)
|
||||
avg_invoice_amount = 1000.0
|
||||
if total_invoices > 0:
|
||||
total_amount = sum(all_lines.mapped('balance'))
|
||||
if total_amount:
|
||||
avg_invoice_amount = abs(total_amount) / total_invoices
|
||||
|
||||
return score_partner(
|
||||
total_invoices=total_invoices,
|
||||
paid_late_count=paid_late_count,
|
||||
avg_days_late=avg_days_late,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
open_overdue_amount=open_overdue,
|
||||
average_invoice_amount=avg_invoice_amount,
|
||||
)
|
||||
|
||||
def _max_overdue_days_from_aging(self, aging_dict):
|
||||
"""Extract longest overdue days from aging dict."""
|
||||
tracked = aging_dict.get('max_days_overdue', 0) or 0
|
||||
if tracked:
|
||||
return tracked
|
||||
max_days = 0
|
||||
for b in aging_dict.get('buckets', []):
|
||||
if b['name'] == 'current' or b['amount'] <= 0:
|
||||
continue
|
||||
if b['days_max'] is None:
|
||||
max_days = max(max_days, b['days_min'])
|
||||
else:
|
||||
max_days = max(max_days, b['days_max'])
|
||||
return max_days
|
||||
|
||||
def _get_or_generate_text(self, *, partner, level, overdue_amount,
|
||||
longest_overdue_days, invoice_count, tone,
|
||||
risk_drivers=None) -> dict:
|
||||
"""Cache lookup + LLM fallback."""
|
||||
Cache = self.env['fusion.followup.text.cache']
|
||||
cached = Cache.lookup(
|
||||
partner_id=partner.id, level_id=level.id,
|
||||
overdue_amount=overdue_amount,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
invoice_count=invoice_count, tone=tone,
|
||||
)
|
||||
if cached:
|
||||
cached.action_increment_use()
|
||||
return {
|
||||
'subject': cached.subject, 'body': cached.body,
|
||||
'tone_used': cached.tone_used,
|
||||
'key_points': cached.key_points or [],
|
||||
'_was_ai': bool(cached.provider),
|
||||
}
|
||||
|
||||
company = partner.company_id or self.env.company
|
||||
currency = company.currency_id
|
||||
text = generate_followup_text(
|
||||
self.env,
|
||||
partner_name=partner.name,
|
||||
total_overdue=overdue_amount,
|
||||
currency_code=currency.name or 'USD',
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
tone=tone, invoice_count=invoice_count,
|
||||
risk_drivers=risk_drivers,
|
||||
)
|
||||
try:
|
||||
Cache.sudo().create({
|
||||
'partner_id': partner.id, 'level_id': level.id,
|
||||
'company_id': company.id,
|
||||
'fingerprint': Cache.compute_fingerprint(
|
||||
partner_id=partner.id, level_id=level.id,
|
||||
overdue_amount=overdue_amount,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
invoice_count=invoice_count, tone=tone,
|
||||
),
|
||||
'subject': text['subject'], 'body': text['body'],
|
||||
'tone_used': text.get('tone_used', tone),
|
||||
'key_points': text.get('key_points', []),
|
||||
})
|
||||
except Exception as e:
|
||||
_logger.debug("Cache create failed (non-fatal): %s", e)
|
||||
|
||||
text['_was_ai'] = False
|
||||
return text
|
||||
|
||||
def _create_run(self, partner, level, *, state='draft', **vals):
|
||||
Run = self.env['fusion.followup.run'].sudo()
|
||||
company = partner.company_id or self.env.company
|
||||
defaults = {
|
||||
'partner_id': partner.id,
|
||||
'company_id': company.id,
|
||||
'level_id': level.id if level else False,
|
||||
'state': state,
|
||||
}
|
||||
defaults.update(vals)
|
||||
return Run.create(defaults)
|
||||
|
||||
def _send_email(self, partner, run):
|
||||
"""Best-effort email send. Uses level's mail_template if set, else
|
||||
creates a simple message."""
|
||||
if not partner.email:
|
||||
raise UserError(_("Partner %s has no email address.") % partner.name)
|
||||
if run.level_id and run.level_id.mail_template_id:
|
||||
run.level_id.mail_template_id.send_mail(partner.id, force_send=True)
|
||||
else:
|
||||
body_text = (run.body or '').replace('<', '<').replace('>', '>')
|
||||
self.env['mail.mail'].sudo().create({
|
||||
'subject': run.subject or 'Follow-up',
|
||||
'body_html': '<pre>{}</pre>'.format(body_text),
|
||||
'email_to': partner.email,
|
||||
'recipient_ids': [(4, partner.id)],
|
||||
}).send()
|
||||
run.write({'sent_to_email': partner.email})
|
||||
42
fusion_accounting_followup/models/fusion_followup_level.py
Normal file
42
fusion_accounting_followup/models/fusion_followup_level.py
Normal file
@@ -0,0 +1,42 @@
|
||||
"""Follow-up level definition (e.g. Reminder at 7 days, Warning at 30, Legal at 60)."""
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
|
||||
|
||||
TONE_SELECTION = [
|
||||
('gentle', 'Gentle'),
|
||||
('firm', 'Firm'),
|
||||
('legal', 'Legal'),
|
||||
]
|
||||
|
||||
|
||||
class FusionFollowupLevel(models.Model):
|
||||
_name = "fusion.followup.level"
|
||||
_description = "Fusion Follow-up Level"
|
||||
_order = "sequence, id"
|
||||
|
||||
name = fields.Char(required=True, translate=True)
|
||||
sequence = fields.Integer(required=True, default=10,
|
||||
help="Order in which levels escalate (1, 2, 3...).")
|
||||
delay_days = fields.Integer(required=True,
|
||||
help="Min days overdue to trigger this level.")
|
||||
tone = fields.Selection(TONE_SELECTION, required=True, default='gentle')
|
||||
description = fields.Text()
|
||||
company_id = fields.Many2one('res.company', default=lambda self: self.env.company)
|
||||
|
||||
mail_template_id = fields.Many2one('mail.template',
|
||||
domain=[('model', '=', 'res.partner')])
|
||||
|
||||
requires_manual_review = fields.Boolean(default=False,
|
||||
help="If True, follow-ups at this level need human approval before send.")
|
||||
|
||||
active = fields.Boolean(default=True)
|
||||
|
||||
_check_delay_positive = models.Constraint(
|
||||
'CHECK(delay_days >= 0)',
|
||||
'delay_days must be non-negative.',
|
||||
)
|
||||
_unique_sequence_per_company = models.Constraint(
|
||||
'UNIQUE(company_id, sequence)',
|
||||
'Sequence must be unique per company.',
|
||||
)
|
||||
54
fusion_accounting_followup/models/fusion_followup_run.py
Normal file
54
fusion_accounting_followup/models/fusion_followup_run.py
Normal file
@@ -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})
|
||||
@@ -0,0 +1,60 @@
|
||||
"""Cache of AI-generated follow-up text to avoid LLM cost on repeats."""
|
||||
|
||||
import hashlib
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
|
||||
|
||||
class FusionFollowupTextCache(models.Model):
|
||||
_name = "fusion.followup.text.cache"
|
||||
_description = "Cache of AI-generated follow-up text"
|
||||
_order = "generated_at desc"
|
||||
|
||||
partner_id = fields.Many2one('res.partner', required=True, ondelete='cascade')
|
||||
level_id = fields.Many2one('fusion.followup.level', ondelete='cascade')
|
||||
company_id = fields.Many2one('res.company', required=True,
|
||||
default=lambda self: self.env.company)
|
||||
|
||||
fingerprint = fields.Char(required=True, index=True,
|
||||
help="SHA-256 of input parameters")
|
||||
|
||||
subject = fields.Char()
|
||||
body = fields.Text()
|
||||
tone_used = fields.Selection([
|
||||
('gentle', 'Gentle'), ('firm', 'Firm'), ('legal', 'Legal'),
|
||||
])
|
||||
key_points = fields.Json()
|
||||
|
||||
generated_at = fields.Datetime(default=fields.Datetime.now, required=True)
|
||||
expires_at = fields.Datetime()
|
||||
use_count = fields.Integer(default=0)
|
||||
provider = fields.Char()
|
||||
|
||||
@api.model
|
||||
def compute_fingerprint(self, *, partner_id: int, level_id: int,
|
||||
overdue_amount: float, longest_overdue_days: int,
|
||||
invoice_count: int, tone: str) -> str:
|
||||
"""Stable hash of the inputs that determine the generated text."""
|
||||
s = f"{partner_id}|{level_id}|{round(overdue_amount, 2)}|" \
|
||||
f"{longest_overdue_days}|{invoice_count}|{tone}"
|
||||
return hashlib.sha256(s.encode('utf-8')).hexdigest()
|
||||
|
||||
@api.model
|
||||
def lookup(self, *, partner_id: int, level_id: int,
|
||||
overdue_amount: float, longest_overdue_days: int,
|
||||
invoice_count: int, tone: str):
|
||||
"""Find a cached entry matching these inputs, or empty recordset."""
|
||||
fp = self.compute_fingerprint(
|
||||
partner_id=partner_id, level_id=level_id,
|
||||
overdue_amount=overdue_amount,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
invoice_count=invoice_count, tone=tone,
|
||||
)
|
||||
return self.search([
|
||||
('partner_id', '=', partner_id),
|
||||
('fingerprint', '=', fp),
|
||||
], limit=1)
|
||||
|
||||
def action_increment_use(self):
|
||||
for rec in self:
|
||||
rec.use_count += 1
|
||||
87
fusion_accounting_followup/models/fusion_migration_wizard.py
Normal file
87
fusion_accounting_followup/models/fusion_migration_wizard.py
Normal file
@@ -0,0 +1,87 @@
|
||||
"""Followup-specific migration step.
|
||||
|
||||
Backfills fusion.followup.level from Enterprise's account_followup.followup.line
|
||||
records (if Enterprise account_followup is installed)."""
|
||||
|
||||
import logging
|
||||
|
||||
from odoo import api, fields, models
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class FusionMigrationWizard(models.TransientModel):
|
||||
_inherit = "fusion.migration.wizard"
|
||||
|
||||
def _followup_bootstrap_step(self):
|
||||
"""Backfill fusion.followup.level from account_followup.followup.line."""
|
||||
result = {
|
||||
'step': 'followup_bootstrap',
|
||||
'enterprise_module_present': False,
|
||||
'created': 0, 'skipped': 0, 'errors': [],
|
||||
}
|
||||
|
||||
# Enterprise's followup model — name varies by version
|
||||
EnterpriseLine = self.env.get('account_followup.followup.line')
|
||||
if EnterpriseLine is None:
|
||||
EnterpriseLine = self.env.get('account.followup.line')
|
||||
if EnterpriseLine is None:
|
||||
result['enterprise_module_present'] = False
|
||||
return result
|
||||
result['enterprise_module_present'] = True
|
||||
|
||||
FusionLevel = self.env['fusion.followup.level'].sudo()
|
||||
try:
|
||||
ee_records = EnterpriseLine.sudo().search([])
|
||||
except Exception as e:
|
||||
result['errors'].append(f"Enterprise search failed: {e}")
|
||||
return result
|
||||
|
||||
# Pick a starting offset that doesn't clash with anything already in
|
||||
# fusion_followup_level (seeded defaults at 1..3 plus any prior
|
||||
# migration runs). We allocate a unique sequence per Enterprise line
|
||||
# by max(existing) + 1, ensuring idempotency + within-batch uniqueness.
|
||||
existing_max = max(FusionLevel.search([]).mapped('sequence') or [100])
|
||||
next_seq = max(existing_max + 1, 101)
|
||||
|
||||
# Map Enterprise tone-ish fields to ours
|
||||
for ee in ee_records:
|
||||
try:
|
||||
raw_seq = getattr(ee, 'sequence', None) or 50
|
||||
name = getattr(ee, 'name', None) or f"Migrated Level {raw_seq}"
|
||||
# Idempotency: skip if a level with same name was already
|
||||
# backfilled in a prior migration run.
|
||||
existing = FusionLevel.search([('name', '=', name)], limit=1)
|
||||
if existing:
|
||||
result['skipped'] += 1
|
||||
continue
|
||||
|
||||
delay = getattr(ee, 'delay', None) or getattr(ee, 'delay_days', 7)
|
||||
# Enterprise tone heuristic: scale by sequence
|
||||
tone = 'gentle' if raw_seq <= 1 else 'firm' if raw_seq <= 2 else 'legal'
|
||||
|
||||
with self.env.cr.savepoint():
|
||||
FusionLevel.create({
|
||||
'name': name,
|
||||
'sequence': next_seq,
|
||||
'delay_days': delay,
|
||||
'tone': tone,
|
||||
'active': True,
|
||||
})
|
||||
next_seq += 1
|
||||
result['created'] += 1
|
||||
except Exception as e:
|
||||
result['errors'].append(f"Line {ee.id}: {e}")
|
||||
|
||||
_logger.info(
|
||||
"fusion_accounting_followup migration: %d created, %d skipped, %d errors",
|
||||
result['created'], result['skipped'], len(result['errors']))
|
||||
return result
|
||||
|
||||
def action_run_migration(self):
|
||||
result = super().action_run_migration() if hasattr(super(), 'action_run_migration') else None
|
||||
try:
|
||||
self._followup_bootstrap_step()
|
||||
except Exception as e:
|
||||
_logger.warning("followup_bootstrap_step failed: %s", e)
|
||||
return result
|
||||
52
fusion_accounting_followup/models/res_partner.py
Normal file
52
fusion_accounting_followup/models/res_partner.py
Normal file
@@ -0,0 +1,52 @@
|
||||
"""Inherit res.partner: add follow-up state fields."""
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
|
||||
|
||||
FOLLOWUP_STATUS = [
|
||||
('no_action', 'No Action Needed'),
|
||||
('action_due', 'Action Due'),
|
||||
('paused', 'Paused'),
|
||||
('blocked', 'Blocked'),
|
||||
('with_credit_team', 'With Credit Team'),
|
||||
]
|
||||
|
||||
|
||||
class ResPartner(models.Model):
|
||||
_inherit = "res.partner"
|
||||
|
||||
fusion_followup_status = fields.Selection(
|
||||
FOLLOWUP_STATUS, default='no_action', tracking=True,
|
||||
help="Current follow-up status as computed by the engine.")
|
||||
fusion_followup_paused_until = fields.Date(
|
||||
tracking=True,
|
||||
help="Pause follow-ups for this partner until this date.")
|
||||
fusion_followup_last_level_id = fields.Many2one(
|
||||
'fusion.followup.level',
|
||||
help="The most-recent follow-up level this partner has been contacted at.")
|
||||
fusion_followup_last_run_date = fields.Datetime(readonly=True)
|
||||
fusion_followup_run_ids = fields.One2many(
|
||||
'fusion.followup.run', 'partner_id', string='Follow-up History')
|
||||
fusion_followup_run_count = fields.Integer(
|
||||
compute='_compute_fusion_followup_run_count')
|
||||
fusion_followup_risk_score = fields.Integer(
|
||||
readonly=True, default=0,
|
||||
help="Latest computed payment risk (0-100). Updated by cron.")
|
||||
fusion_followup_risk_band = fields.Selection([
|
||||
('low', 'Low'), ('medium', 'Medium'),
|
||||
('high', 'High'), ('critical', 'Critical'),
|
||||
], default='low', readonly=True)
|
||||
|
||||
def _compute_fusion_followup_run_count(self):
|
||||
for partner in self:
|
||||
partner.fusion_followup_run_count = len(partner.fusion_followup_run_ids)
|
||||
|
||||
def action_view_followup_history(self):
|
||||
self.ensure_one()
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_model': 'fusion.followup.run',
|
||||
'view_mode': 'list,form',
|
||||
'domain': [('partner_id', '=', self.id)],
|
||||
'context': {'default_partner_id': self.id},
|
||||
}
|
||||
0
fusion_accounting_followup/reports/__init__.py
Normal file
0
fusion_accounting_followup/reports/__init__.py
Normal file
8
fusion_accounting_followup/security/ir.model.access.csv
Normal file
8
fusion_accounting_followup/security/ir.model.access.csv
Normal file
@@ -0,0 +1,8 @@
|
||||
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
|
||||
access_fusion_followup_text_cache_user,fusion.followup.text.cache.user,model_fusion_followup_text_cache,base.group_user,1,0,0,0
|
||||
access_fusion_followup_text_cache_admin,fusion.followup.text.cache.admin,model_fusion_followup_text_cache,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
|
||||
access_fusion_batch_followup_wizard_user,fusion.batch.followup.wizard.user,model_fusion_batch_followup_wizard,base.group_user,1,1,1,0
|
||||
|
6
fusion_accounting_followup/services/__init__.py
Normal file
6
fusion_accounting_followup/services/__init__.py
Normal file
@@ -0,0 +1,6 @@
|
||||
from . import overdue_aging
|
||||
from . import level_resolver
|
||||
from . import risk_scorer
|
||||
from . import tone_selector
|
||||
from . import followup_text_prompt
|
||||
from . import followup_text_generator
|
||||
123
fusion_accounting_followup/services/followup_text_generator.py
Normal file
123
fusion_accounting_followup/services/followup_text_generator.py
Normal file
@@ -0,0 +1,123 @@
|
||||
"""AI-generated follow-up text with templated fallback."""
|
||||
|
||||
import json
|
||||
import logging
|
||||
|
||||
_logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
TEMPLATES = {
|
||||
'gentle': {
|
||||
'subject': 'Friendly reminder: invoice payment',
|
||||
'body': 'Dear {partner_name},\n\nThis is a friendly reminder that you have '
|
||||
'{currency_code} {total_overdue:,.2f} outstanding on invoices that '
|
||||
'are now {longest_overdue_days} days past due. We understand things '
|
||||
'happen — please let us know if there is anything we can do to help '
|
||||
'resolve this.\n\nBest regards.',
|
||||
},
|
||||
'firm': {
|
||||
'subject': 'Outstanding invoices — action required',
|
||||
'body': 'Dear {partner_name},\n\nOur records show {currency_code} '
|
||||
'{total_overdue:,.2f} outstanding on {invoice_count} invoice(s), '
|
||||
'with the longest now {longest_overdue_days} days overdue. We '
|
||||
'request immediate payment to avoid further action.\n\nRegards.',
|
||||
},
|
||||
'legal': {
|
||||
'subject': 'FINAL NOTICE — outstanding balance',
|
||||
'body': 'Dear {partner_name},\n\nDespite previous reminders, '
|
||||
'{currency_code} {total_overdue:,.2f} remains outstanding on your '
|
||||
'account, with the longest invoice {longest_overdue_days} days '
|
||||
'overdue. If full payment is not received within 7 days, we will '
|
||||
'be forced to refer this matter for legal collection.\n\n'
|
||||
'Regards.',
|
||||
},
|
||||
}
|
||||
|
||||
|
||||
def generate_followup_text(env, *, partner_name: str, total_overdue: float,
|
||||
currency_code: str, longest_overdue_days: int,
|
||||
tone: str, invoice_count: int = 0,
|
||||
last_payment_date: str = None,
|
||||
risk_drivers: list[str] = None,
|
||||
provider=None) -> dict:
|
||||
"""Generate follow-up text via LLM, with templated fallback.
|
||||
|
||||
Returns: {subject, body, tone_used, key_points}"""
|
||||
if provider is None:
|
||||
provider = _get_provider(env)
|
||||
if provider is None:
|
||||
return _templated_fallback(
|
||||
partner_name=partner_name, total_overdue=total_overdue,
|
||||
currency_code=currency_code,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
tone=tone, invoice_count=invoice_count,
|
||||
)
|
||||
|
||||
try:
|
||||
from .followup_text_prompt import build_prompt
|
||||
system, user = build_prompt(
|
||||
partner_name=partner_name, total_overdue=total_overdue,
|
||||
currency_code=currency_code,
|
||||
longest_overdue_days=longest_overdue_days, tone=tone,
|
||||
invoice_count=invoice_count, last_payment_date=last_payment_date,
|
||||
risk_drivers=risk_drivers,
|
||||
)
|
||||
response = provider.complete(
|
||||
system=system,
|
||||
messages=[{'role': 'user', 'content': user}],
|
||||
max_tokens=800, temperature=0.3,
|
||||
)
|
||||
content = response.get('content') if isinstance(response, dict) else response
|
||||
parsed = json.loads(content)
|
||||
for key in ('subject', 'body', 'tone_used'):
|
||||
if key not in parsed:
|
||||
raise ValueError(f"Missing key: {key}")
|
||||
parsed.setdefault('key_points', [])
|
||||
return parsed
|
||||
except Exception as e:
|
||||
_logger.warning("Follow-up text LLM generation failed (%s); falling back", e)
|
||||
return _templated_fallback(
|
||||
partner_name=partner_name, total_overdue=total_overdue,
|
||||
currency_code=currency_code,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
tone=tone, invoice_count=invoice_count,
|
||||
)
|
||||
|
||||
|
||||
def _templated_fallback(*, partner_name, total_overdue, currency_code,
|
||||
longest_overdue_days, tone, invoice_count) -> dict:
|
||||
template = TEMPLATES.get(tone, TEMPLATES['gentle'])
|
||||
return {
|
||||
'subject': template['subject'],
|
||||
'body': template['body'].format(
|
||||
partner_name=partner_name, total_overdue=total_overdue,
|
||||
currency_code=currency_code,
|
||||
longest_overdue_days=longest_overdue_days,
|
||||
invoice_count=invoice_count or 0,
|
||||
),
|
||||
'tone_used': tone,
|
||||
'key_points': [
|
||||
f"${total_overdue:,.2f} outstanding",
|
||||
f"{longest_overdue_days} days overdue",
|
||||
],
|
||||
}
|
||||
|
||||
|
||||
def _get_provider(env):
|
||||
"""Look up provider for 'followup_text' feature."""
|
||||
param = env['ir.config_parameter'].sudo()
|
||||
name = param.get_param('fusion_accounting.provider.followup_text')
|
||||
if not name:
|
||||
name = param.get_param('fusion_accounting.provider.default')
|
||||
if not name:
|
||||
return None
|
||||
try:
|
||||
from odoo.addons.fusion_accounting_ai.services.adapters.openai_adapter import OpenAIAdapter
|
||||
from odoo.addons.fusion_accounting_ai.services.adapters.claude import ClaudeAdapter
|
||||
except ImportError:
|
||||
return None
|
||||
if name.startswith('openai'):
|
||||
return OpenAIAdapter(env)
|
||||
elif name.startswith('claude'):
|
||||
return ClaudeAdapter(env)
|
||||
return None
|
||||
56
fusion_accounting_followup/services/followup_text_prompt.py
Normal file
56
fusion_accounting_followup/services/followup_text_prompt.py
Normal file
@@ -0,0 +1,56 @@
|
||||
"""LLM prompt for AI-generated follow-up text.
|
||||
|
||||
Output contract: {
|
||||
"subject": str,
|
||||
"body": str,
|
||||
"tone_used": str,
|
||||
"key_points": [str, ...]
|
||||
}"""
|
||||
|
||||
|
||||
SYSTEM_PROMPT = """You are an experienced credit collections specialist writing a
|
||||
follow-up email for an unpaid invoice. Output MUST be valid JSON of this
|
||||
exact shape:
|
||||
|
||||
{
|
||||
"subject": "<email subject line>",
|
||||
"body": "<plain-text or simple HTML body, no <html> wrapper>",
|
||||
"tone_used": "gentle" | "firm" | "legal",
|
||||
"key_points": ["<point 1>", "<point 2>", ...]
|
||||
}
|
||||
|
||||
Tone guide:
|
||||
- gentle: friendly reminder, assume oversight, propose easy paths to pay
|
||||
- firm: state amount + days overdue clearly, request immediate action,
|
||||
hint at consequences
|
||||
- legal: formal language, reference contract obligations, mention possible
|
||||
legal action / collections agency, demand payment by specific date
|
||||
|
||||
Always:
|
||||
- Use the actual amounts and partner name from the data provided
|
||||
- Don't invent contract terms or interest rates
|
||||
- Don't include markdown code fences
|
||||
- No prose outside the JSON
|
||||
"""
|
||||
|
||||
|
||||
def build_prompt(*, partner_name: str, total_overdue: float, currency_code: str,
|
||||
longest_overdue_days: int, tone: str,
|
||||
invoice_count: int = 0, last_payment_date: str = None,
|
||||
risk_drivers: list[str] = None) -> tuple[str, str]:
|
||||
parts = [
|
||||
f"PARTNER: {partner_name}",
|
||||
f"TOTAL OVERDUE: {currency_code} {total_overdue:,.2f}",
|
||||
f"LONGEST OVERDUE: {longest_overdue_days} days",
|
||||
f"OPEN INVOICE COUNT: {invoice_count}",
|
||||
f"REQUESTED TONE: {tone}",
|
||||
]
|
||||
if last_payment_date:
|
||||
parts.append(f"LAST PAYMENT: {last_payment_date}")
|
||||
if risk_drivers:
|
||||
parts.append("RISK FACTORS:")
|
||||
for d in risk_drivers[:5]:
|
||||
parts.append(f" - {d}")
|
||||
parts.append("")
|
||||
parts.append("Write the follow-up email per the system prompt.")
|
||||
return (SYSTEM_PROMPT, "\n".join(parts))
|
||||
52
fusion_accounting_followup/services/level_resolver.py
Normal file
52
fusion_accounting_followup/services/level_resolver.py
Normal file
@@ -0,0 +1,52 @@
|
||||
"""Level resolver: which follow-up level should fire for this partner?
|
||||
|
||||
Pure-Python: caller passes the aging report + the configured levels list,
|
||||
and we pick the highest-numbered level whose threshold is met."""
|
||||
|
||||
from dataclasses import dataclass
|
||||
|
||||
|
||||
@dataclass
|
||||
class FollowupLevelSpec:
|
||||
sequence: int
|
||||
name: str
|
||||
delay_days: int
|
||||
tone: str
|
||||
|
||||
def __post_init__(self):
|
||||
if self.tone not in ('gentle', 'firm', 'legal'):
|
||||
raise ValueError(f"Invalid tone: {self.tone}")
|
||||
|
||||
|
||||
def resolve_level(*, aging_report, levels: list[FollowupLevelSpec]) -> FollowupLevelSpec | None:
|
||||
"""Pick the highest-sequence level whose delay_days has been crossed by
|
||||
the most-overdue line in the aging report. Returns None if no overdue
|
||||
lines or no levels configured."""
|
||||
if not levels or not aging_report:
|
||||
return None
|
||||
max_days_overdue = _max_days_overdue(aging_report)
|
||||
if max_days_overdue <= 0:
|
||||
return None
|
||||
levels_sorted = sorted(levels, key=lambda l: l.sequence, reverse=True)
|
||||
for level in levels_sorted:
|
||||
if level.delay_days <= max_days_overdue:
|
||||
return level
|
||||
return None
|
||||
|
||||
|
||||
def _max_days_overdue(aging_report) -> int:
|
||||
"""Return the actual max days-overdue tracked on the report, falling
|
||||
back to the highest populated bucket's lower bound when an older
|
||||
aging report (without `max_days_overdue`) is passed in."""
|
||||
tracked = getattr(aging_report, 'max_days_overdue', 0) or 0
|
||||
if tracked:
|
||||
return tracked
|
||||
max_days = 0
|
||||
for b in aging_report.buckets:
|
||||
if b.name == 'current' or b.amount <= 0:
|
||||
continue
|
||||
if b.days_max is None:
|
||||
max_days = max(max_days, b.days_min)
|
||||
else:
|
||||
max_days = max(max_days, b.days_min)
|
||||
return max_days
|
||||
92
fusion_accounting_followup/services/overdue_aging.py
Normal file
92
fusion_accounting_followup/services/overdue_aging.py
Normal file
@@ -0,0 +1,92 @@
|
||||
"""Aging bucket primitives.
|
||||
|
||||
Pure-Python: callers pass a list of move-line dicts with `date_maturity`
|
||||
and `amount_residual`; we bucket them into 0/30/60/90/120+ days overdue."""
|
||||
|
||||
from dataclasses import dataclass, field
|
||||
from datetime import date
|
||||
|
||||
|
||||
BUCKETS = [
|
||||
('current', 0, 0),
|
||||
('1_30', 1, 30),
|
||||
('31_60', 31, 60),
|
||||
('61_90', 61, 90),
|
||||
('91_120', 91, 120),
|
||||
('120_plus', 121, None),
|
||||
]
|
||||
|
||||
|
||||
@dataclass
|
||||
class AgingBucket:
|
||||
name: str
|
||||
days_min: int
|
||||
days_max: int | None
|
||||
amount: float = 0.0
|
||||
line_count: int = 0
|
||||
|
||||
|
||||
@dataclass
|
||||
class AgingReport:
|
||||
as_of: date
|
||||
buckets: list[AgingBucket] = field(default_factory=list)
|
||||
total_amount: float = 0.0
|
||||
total_overdue_amount: float = 0.0
|
||||
line_count: int = 0
|
||||
max_days_overdue: int = 0
|
||||
|
||||
def to_dict(self):
|
||||
return {
|
||||
'as_of': str(self.as_of),
|
||||
'total_amount': self.total_amount,
|
||||
'total_overdue_amount': self.total_overdue_amount,
|
||||
'line_count': self.line_count,
|
||||
'max_days_overdue': self.max_days_overdue,
|
||||
'buckets': [{
|
||||
'name': b.name, 'days_min': b.days_min, 'days_max': b.days_max,
|
||||
'amount': b.amount, 'line_count': b.line_count,
|
||||
} for b in self.buckets],
|
||||
}
|
||||
|
||||
|
||||
def compute_aging(*, move_lines: list[dict], as_of: date | None = None) -> AgingReport:
|
||||
"""Bucket move-line dicts into aging brackets.
|
||||
|
||||
Each dict needs: date_maturity (date), amount_residual (float).
|
||||
`as_of` defaults to today."""
|
||||
as_of = as_of or date.today()
|
||||
report = AgingReport(as_of=as_of)
|
||||
for name, days_min, days_max in BUCKETS:
|
||||
report.buckets.append(AgingBucket(name=name, days_min=days_min, days_max=days_max))
|
||||
|
||||
for ml in move_lines:
|
||||
maturity = ml.get('date_maturity')
|
||||
amount = ml.get('amount_residual', 0.0)
|
||||
if not maturity:
|
||||
continue
|
||||
days_overdue = (as_of - maturity).days
|
||||
bucket = _find_bucket(report.buckets, days_overdue)
|
||||
if bucket:
|
||||
bucket.amount += amount
|
||||
bucket.line_count += 1
|
||||
report.total_amount += amount
|
||||
if days_overdue > 0:
|
||||
report.total_overdue_amount += amount
|
||||
if days_overdue > report.max_days_overdue:
|
||||
report.max_days_overdue = days_overdue
|
||||
report.line_count += 1
|
||||
|
||||
return report
|
||||
|
||||
|
||||
def _find_bucket(buckets: list[AgingBucket], days_overdue: int) -> AgingBucket | None:
|
||||
if days_overdue <= 0:
|
||||
return next((b for b in buckets if b.name == 'current'), None)
|
||||
for b in buckets:
|
||||
if b.name == 'current':
|
||||
continue
|
||||
if b.days_max is None and days_overdue >= b.days_min:
|
||||
return b
|
||||
if b.days_max is not None and b.days_min <= days_overdue <= b.days_max:
|
||||
return b
|
||||
return None
|
||||
62
fusion_accounting_followup/services/risk_scorer.py
Normal file
62
fusion_accounting_followup/services/risk_scorer.py
Normal file
@@ -0,0 +1,62 @@
|
||||
"""Payment-history risk scorer.
|
||||
|
||||
Pure-Python: takes payment history (list of payment events) + average days-late
|
||||
and returns a risk score 0-100. Higher = more risky."""
|
||||
|
||||
from dataclasses import dataclass
|
||||
|
||||
|
||||
@dataclass
|
||||
class PartnerRiskScore:
|
||||
score: int
|
||||
band: str
|
||||
drivers: list[str]
|
||||
|
||||
|
||||
def score_partner(*, total_invoices: int = 0, paid_late_count: int = 0,
|
||||
avg_days_late: float = 0.0,
|
||||
longest_overdue_days: int = 0,
|
||||
open_overdue_amount: float = 0.0,
|
||||
average_invoice_amount: float = 1000.0) -> PartnerRiskScore:
|
||||
"""Compute a 0-100 risk score from payment-history primitives.
|
||||
|
||||
Heuristic weights:
|
||||
- 30% : late-payment ratio (paid_late_count / total_invoices)
|
||||
- 25% : avg days late (capped at 60 days)
|
||||
- 25% : longest current overdue (capped at 120 days)
|
||||
- 20% : open overdue amount as multiple of average invoice
|
||||
"""
|
||||
drivers: list[str] = []
|
||||
score = 0.0
|
||||
|
||||
if total_invoices > 0:
|
||||
late_ratio = paid_late_count / total_invoices
|
||||
score += min(late_ratio * 100, 100) * 0.30
|
||||
if late_ratio > 0.5:
|
||||
drivers.append(f"{paid_late_count}/{total_invoices} invoices paid late")
|
||||
|
||||
score += min(avg_days_late / 60, 1) * 100 * 0.25
|
||||
if avg_days_late > 14:
|
||||
drivers.append(f"Avg {avg_days_late:.1f} days late on payment")
|
||||
|
||||
score += min(longest_overdue_days / 120, 1) * 100 * 0.25
|
||||
if longest_overdue_days > 30:
|
||||
drivers.append(f"Longest currently overdue: {longest_overdue_days} days")
|
||||
|
||||
if average_invoice_amount > 0:
|
||||
ratio = open_overdue_amount / average_invoice_amount
|
||||
score += min(ratio / 5, 1) * 100 * 0.20
|
||||
if ratio > 1.5:
|
||||
drivers.append(f"Open overdue ${open_overdue_amount:,.2f} ({ratio:.1f}x avg invoice)")
|
||||
|
||||
final = int(round(score))
|
||||
if final >= 80:
|
||||
band = 'critical'
|
||||
elif final >= 60:
|
||||
band = 'high'
|
||||
elif final >= 30:
|
||||
band = 'medium'
|
||||
else:
|
||||
band = 'low'
|
||||
|
||||
return PartnerRiskScore(score=final, band=band, drivers=drivers)
|
||||
18
fusion_accounting_followup/services/tone_selector.py
Normal file
18
fusion_accounting_followup/services/tone_selector.py
Normal file
@@ -0,0 +1,18 @@
|
||||
"""Tone selector: pick gentle/firm/legal based on follow-up level + risk score."""
|
||||
|
||||
TONE_BY_LEVEL = {
|
||||
1: 'gentle',
|
||||
2: 'firm',
|
||||
3: 'legal',
|
||||
4: 'legal',
|
||||
}
|
||||
|
||||
|
||||
def select_tone(*, level_sequence: int, risk_score: int = 0) -> str:
|
||||
"""Default tone follows level sequence; high risk can escalate."""
|
||||
base_tone = TONE_BY_LEVEL.get(level_sequence, 'gentle')
|
||||
if risk_score >= 80 and base_tone == 'gentle':
|
||||
return 'firm'
|
||||
if risk_score >= 90 and base_tone == 'firm':
|
||||
return 'legal'
|
||||
return base_tone
|
||||
BIN
fusion_accounting_followup/static/description/icon.png
Normal file
BIN
fusion_accounting_followup/static/description/icon.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 72 KiB |
@@ -0,0 +1,15 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component } from "@odoo/owl";
|
||||
|
||||
export class AgingBucketStrip extends Component {
|
||||
static template = "fusion_accounting_followup.AgingBucketStrip";
|
||||
static props = {
|
||||
aging: { type: Object },
|
||||
};
|
||||
|
||||
bucketWidth(bucket) {
|
||||
const total = this.props.aging.total_amount || 1;
|
||||
return ((bucket.amount / total) * 100).toFixed(2) + "%";
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,22 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_followup.AgingBucketStrip">
|
||||
<div class="mt-2">
|
||||
<div class="fu-aging-strip">
|
||||
<div t-foreach="props.aging.buckets" t-as="b" t-key="b.name"
|
||||
class="bucket" t-att-data-name="b.name"
|
||||
t-att-style="'width: ' + bucketWidth(b)"
|
||||
t-att-title="b.name + ': $' + (b.amount or 0).toFixed(2)"/>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between text-muted" style="font-size: 0.7rem;">
|
||||
<span>Current</span>
|
||||
<span>30</span>
|
||||
<span>60</span>
|
||||
<span>90</span>
|
||||
<span>120+</span>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,10 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component } from "@odoo/owl";
|
||||
|
||||
export class AiTextPanel extends Component {
|
||||
static template = "fusion_accounting_followup.AiTextPanel";
|
||||
static props = {
|
||||
text: { type: Object },
|
||||
};
|
||||
}
|
||||
@@ -0,0 +1,27 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_followup.AiTextPanel">
|
||||
<div class="fu-ai-text-panel mt-3">
|
||||
<h5>AI-Generated Follow-up Text</h5>
|
||||
<div class="ai-subject">
|
||||
Subject: <t t-esc="props.text.subject"/>
|
||||
</div>
|
||||
<div class="ai-body">
|
||||
<t t-esc="props.text.body"/>
|
||||
</div>
|
||||
<div class="key-points" t-if="props.text.key_points and props.text.key_points.length">
|
||||
<strong>Key points:</strong>
|
||||
<ul>
|
||||
<li t-foreach="props.text.key_points" t-as="point" t-key="point_index">
|
||||
<t t-esc="point"/>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="text-muted mt-2" style="font-size: 0.75rem;">
|
||||
Tone used: <t t-esc="props.text.tone_used or props.text.tone or 'gentle'"/>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,15 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component } from "@odoo/owl";
|
||||
|
||||
export class FollowupHistoryTable extends Component {
|
||||
static template = "fusion_accounting_followup.FollowupHistoryTable";
|
||||
static props = {
|
||||
history: { type: Object },
|
||||
};
|
||||
|
||||
formatDate(s) {
|
||||
if (!s) return "";
|
||||
return s.slice(0, 10);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,33 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_followup.FollowupHistoryTable">
|
||||
<div class="mt-4">
|
||||
<h5>Follow-up History (<t t-esc="props.history.count or 0"/>)</h5>
|
||||
<table t-if="props.history.runs and props.history.runs.length" class="fu-history-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>Level</th>
|
||||
<th>Tone</th>
|
||||
<th>State</th>
|
||||
<th class="text-end">Overdue</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr t-foreach="props.history.runs" t-as="run" t-key="run.id">
|
||||
<td><t t-esc="formatDate(run.date)"/></td>
|
||||
<td><t t-esc="run.level_name or '-'"/></td>
|
||||
<td><t t-esc="run.tone_used or '-'"/></td>
|
||||
<td><t t-esc="run.state"/></td>
|
||||
<td class="text-end">
|
||||
<t t-if="run.overdue_amount">$<t t-esc="run.overdue_amount.toFixed(2)"/></t>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<div t-else="" class="text-muted">No history yet.</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,15 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component } from "@odoo/owl";
|
||||
import { RiskBadge } from "../risk_badge/risk_badge";
|
||||
|
||||
export class PartnerCard extends Component {
|
||||
static template = "fusion_accounting_followup.PartnerCard";
|
||||
static props = {
|
||||
partner: { type: Object },
|
||||
selected: { type: Boolean, optional: true },
|
||||
onSelect: { type: Function },
|
||||
formatCurrency: { type: Function },
|
||||
};
|
||||
static components = { RiskBadge };
|
||||
}
|
||||
@@ -0,0 +1,37 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_followup.PartnerCard">
|
||||
<div class="o_fusion_followup_card"
|
||||
t-att-class="props.selected ? 'selected' : ''"
|
||||
t-on-click="props.onSelect">
|
||||
<div class="o_fusion_followup_card_header">
|
||||
<div class="partner-name"><t t-esc="props.partner.partner_name"/></div>
|
||||
<div>
|
||||
<span class="fu-status-badge" t-att-data-status="props.partner.status">
|
||||
<t t-esc="props.partner.status"/>
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="partner-numbers">
|
||||
<div>
|
||||
<span class="label">Overdue:</span>
|
||||
<span class="value">$<t t-esc="props.formatCurrency(props.partner.overdue_amount)"/></span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="label">Lines:</span>
|
||||
<span class="value"><t t-esc="props.partner.overdue_line_count or 0"/></span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="label">Risk:</span>
|
||||
<RiskBadge band="props.partner.risk_band" score="props.partner.risk_score"/>
|
||||
</div>
|
||||
<div t-if="props.partner.last_level_name">
|
||||
<span class="label">Last:</span>
|
||||
<span class="value"><t t-esc="props.partner.last_level_name"/></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,11 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component } from "@odoo/owl";
|
||||
|
||||
export class RiskBadge extends Component {
|
||||
static template = "fusion_accounting_followup.RiskBadge";
|
||||
static props = {
|
||||
band: { type: String, optional: true },
|
||||
score: { type: Number, optional: true },
|
||||
};
|
||||
}
|
||||
@@ -0,0 +1,11 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_followup.RiskBadge">
|
||||
<span class="fu-risk-badge" t-att-data-band="props.band || 'low'">
|
||||
<t t-esc="props.band || 'low'"/>
|
||||
<t t-if="props.score !== undefined"> (<t t-esc="props.score"/>)</t>
|
||||
</span>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
51
fusion_accounting_followup/static/src/scss/_variables.scss
Normal file
51
fusion_accounting_followup/static/src/scss/_variables.scss
Normal file
@@ -0,0 +1,51 @@
|
||||
// Fusion follow-up design tokens (extends Phases 1-3 tokens for consistency).
|
||||
|
||||
$fu-bg-primary: #ffffff;
|
||||
$fu-bg-secondary: #f9fafb;
|
||||
$fu-bg-tertiary: #f3f4f6;
|
||||
$fu-border: #e5e7eb;
|
||||
$fu-text-primary: #111827;
|
||||
$fu-text-secondary: #6b7280;
|
||||
$fu-text-muted: #9ca3af;
|
||||
$fu-accent: #3b82f6;
|
||||
$fu-accent-bg: #eff6ff;
|
||||
|
||||
// Status colors
|
||||
$fu-status-no-action: #6b7280;
|
||||
$fu-status-action-due: #f59e0b;
|
||||
$fu-status-paused: #6366f1;
|
||||
$fu-status-blocked: #ef4444;
|
||||
$fu-status-with-credit: #8b5cf6;
|
||||
|
||||
// Risk band colors
|
||||
$fu-risk-low: #10b981;
|
||||
$fu-risk-low-bg: #ecfdf5;
|
||||
$fu-risk-medium: #f59e0b;
|
||||
$fu-risk-medium-bg: #fffbeb;
|
||||
$fu-risk-high: #ef4444;
|
||||
$fu-risk-high-bg: #fef2f2;
|
||||
$fu-risk-critical: #b91c1c;
|
||||
$fu-risk-critical-bg: #fef2f2;
|
||||
|
||||
// Aging bucket colors (escalating intensity)
|
||||
$fu-bucket-current: #10b981;
|
||||
$fu-bucket-1-30: #fbbf24;
|
||||
$fu-bucket-31-60: #f59e0b;
|
||||
$fu-bucket-61-90: #ef4444;
|
||||
$fu-bucket-91-120: #dc2626;
|
||||
$fu-bucket-120-plus: #7f1d1d;
|
||||
|
||||
$fu-space-1: 0.25rem;
|
||||
$fu-space-2: 0.5rem;
|
||||
$fu-space-3: 0.75rem;
|
||||
$fu-space-4: 1rem;
|
||||
$fu-space-6: 1.5rem;
|
||||
|
||||
$fu-font-size-xs: 0.75rem;
|
||||
$fu-font-size-sm: 0.875rem;
|
||||
$fu-font-size-base: 1rem;
|
||||
$fu-font-size-lg: 1.125rem;
|
||||
$fu-font-size-xl: 1.25rem;
|
||||
|
||||
$fu-border-radius: 0.375rem;
|
||||
$fu-border-radius-md: 0.5rem;
|
||||
27
fusion_accounting_followup/static/src/scss/dark_mode.scss
Normal file
27
fusion_accounting_followup/static/src/scss/dark_mode.scss
Normal file
@@ -0,0 +1,27 @@
|
||||
// Variables come from _variables.scss (loaded first in the asset bundle).
|
||||
|
||||
[data-color-scheme="dark"] .o_fusion_followup {
|
||||
background: #1f2937; color: #f9fafb;
|
||||
|
||||
&_header, &_card, .fu-ai-text-panel {
|
||||
background: #111827; border-color: #374151; color: #f9fafb;
|
||||
}
|
||||
|
||||
&_card {
|
||||
&:hover { border-color: #60a5fa; }
|
||||
&.selected { background: #1e3a8a; border-color: #60a5fa; }
|
||||
.partner-numbers .label { color: #9ca3af; }
|
||||
.partner-numbers .value { color: #f9fafb; }
|
||||
}
|
||||
|
||||
.btn_fu {
|
||||
background: #374151; border-color: #4b5563; color: #f9fafb;
|
||||
&:hover { background: #4b5563; }
|
||||
&.primary { background: #3b82f6; }
|
||||
}
|
||||
|
||||
.fu-ai-text-panel {
|
||||
.ai-subject { background: #1e3a8a; }
|
||||
.ai-body { background: #1f2937; }
|
||||
}
|
||||
}
|
||||
190
fusion_accounting_followup/static/src/scss/followup.scss
Normal file
190
fusion_accounting_followup/static/src/scss/followup.scss
Normal file
@@ -0,0 +1,190 @@
|
||||
// Variables come from _variables.scss (loaded first in the asset bundle).
|
||||
|
||||
.o_fusion_followup {
|
||||
background: $fu-bg-secondary;
|
||||
min-height: 100vh;
|
||||
|
||||
&_header {
|
||||
background: $fu-bg-primary;
|
||||
border-bottom: 1px solid $fu-border;
|
||||
padding: $fu-space-4 $fu-space-6;
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
|
||||
h1 { font-size: $fu-font-size-xl; margin: 0; }
|
||||
|
||||
.summary {
|
||||
display: flex;
|
||||
gap: $fu-space-6;
|
||||
font-size: $fu-font-size-sm;
|
||||
color: $fu-text-secondary;
|
||||
|
||||
.summary-value {
|
||||
font-weight: 600;
|
||||
color: $fu-text-primary;
|
||||
margin-left: $fu-space-1;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
&_card {
|
||||
background: $fu-bg-primary;
|
||||
border: 1px solid $fu-border;
|
||||
border-radius: $fu-border-radius-md;
|
||||
padding: $fu-space-4;
|
||||
margin-bottom: $fu-space-3;
|
||||
cursor: pointer;
|
||||
transition: all 200ms ease-in-out;
|
||||
|
||||
&:hover {
|
||||
border-color: $fu-accent;
|
||||
box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
|
||||
&.selected {
|
||||
border-color: $fu-accent;
|
||||
background: $fu-accent-bg;
|
||||
}
|
||||
|
||||
&_header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: flex-start;
|
||||
margin-bottom: $fu-space-2;
|
||||
|
||||
.partner-name {
|
||||
font-weight: 600;
|
||||
font-size: $fu-font-size-base;
|
||||
}
|
||||
}
|
||||
|
||||
.partner-numbers {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: $fu-space-2;
|
||||
font-size: $fu-font-size-sm;
|
||||
color: $fu-text-secondary;
|
||||
|
||||
.label { font-weight: 500; margin-right: $fu-space-2; }
|
||||
.value { color: $fu-text-primary; font-weight: 500; }
|
||||
}
|
||||
}
|
||||
|
||||
.btn_fu {
|
||||
padding: $fu-space-2 $fu-space-4;
|
||||
border-radius: $fu-border-radius;
|
||||
background: $fu-bg-primary;
|
||||
border: 1px solid $fu-border;
|
||||
color: $fu-text-primary;
|
||||
font-size: $fu-font-size-sm;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover { background: $fu-bg-tertiary; }
|
||||
&.primary { background: $fu-accent; border-color: $fu-accent; color: white;
|
||||
&:hover { background: darken($fu-accent, 8%); } }
|
||||
&.danger { background: $fu-status-blocked; border-color: $fu-status-blocked; color: white; }
|
||||
}
|
||||
}
|
||||
|
||||
.fu-status-badge {
|
||||
padding: $fu-space-1 $fu-space-2;
|
||||
border-radius: $fu-border-radius;
|
||||
font-size: $fu-font-size-xs;
|
||||
font-weight: 500;
|
||||
text-transform: uppercase;
|
||||
|
||||
&[data-status="no_action"] { background: lighten($fu-status-no-action, 40%); color: $fu-status-no-action; }
|
||||
&[data-status="action_due"] { background: lighten($fu-status-action-due, 35%); color: $fu-status-action-due; }
|
||||
&[data-status="paused"] { background: lighten($fu-status-paused, 35%); color: $fu-status-paused; }
|
||||
&[data-status="blocked"] { background: lighten($fu-status-blocked, 35%); color: $fu-status-blocked; }
|
||||
&[data-status="with_credit_team"] { background: lighten($fu-status-with-credit, 35%); color: $fu-status-with-credit; }
|
||||
}
|
||||
|
||||
.fu-risk-badge {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
padding: $fu-space-1 $fu-space-2;
|
||||
border-radius: $fu-border-radius;
|
||||
font-weight: 600;
|
||||
font-size: $fu-font-size-xs;
|
||||
|
||||
&[data-band="low"] { background: $fu-risk-low-bg; color: $fu-risk-low; }
|
||||
&[data-band="medium"] { background: $fu-risk-medium-bg; color: $fu-risk-medium; }
|
||||
&[data-band="high"] { background: $fu-risk-high-bg; color: $fu-risk-high; }
|
||||
&[data-band="critical"] { background: $fu-risk-critical-bg; color: $fu-risk-critical; font-weight: 700; }
|
||||
}
|
||||
|
||||
.fu-aging-strip {
|
||||
display: flex;
|
||||
gap: 2px;
|
||||
height: 8px;
|
||||
border-radius: $fu-border-radius;
|
||||
overflow: hidden;
|
||||
margin: $fu-space-2 0;
|
||||
|
||||
.bucket {
|
||||
height: 100%;
|
||||
|
||||
&[data-name="current"] { background: $fu-bucket-current; }
|
||||
&[data-name="1_30"] { background: $fu-bucket-1-30; }
|
||||
&[data-name="31_60"] { background: $fu-bucket-31-60; }
|
||||
&[data-name="61_90"] { background: $fu-bucket-61-90; }
|
||||
&[data-name="91_120"] { background: $fu-bucket-91-120; }
|
||||
&[data-name="120_plus"] { background: $fu-bucket-120-plus; }
|
||||
}
|
||||
}
|
||||
|
||||
.fu-ai-text-panel {
|
||||
background: $fu-bg-primary;
|
||||
border: 1px solid $fu-border;
|
||||
border-radius: $fu-border-radius-md;
|
||||
padding: $fu-space-4;
|
||||
|
||||
h5 { margin: 0 0 $fu-space-2; font-size: $fu-font-size-base; }
|
||||
|
||||
.ai-subject {
|
||||
font-weight: 600;
|
||||
margin-bottom: $fu-space-2;
|
||||
padding: $fu-space-2;
|
||||
background: $fu-accent-bg;
|
||||
border-radius: $fu-border-radius;
|
||||
}
|
||||
|
||||
.ai-body {
|
||||
white-space: pre-wrap;
|
||||
font-family: monospace;
|
||||
font-size: $fu-font-size-sm;
|
||||
padding: $fu-space-3;
|
||||
background: $fu-bg-secondary;
|
||||
border-radius: $fu-border-radius;
|
||||
max-height: 300px;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
.key-points {
|
||||
margin-top: $fu-space-3;
|
||||
font-size: $fu-font-size-sm;
|
||||
color: $fu-text-secondary;
|
||||
|
||||
ul { margin: 0; padding-left: $fu-space-4; }
|
||||
}
|
||||
}
|
||||
|
||||
.fu-history-table {
|
||||
width: 100%;
|
||||
font-size: $fu-font-size-sm;
|
||||
|
||||
th {
|
||||
background: $fu-bg-tertiary;
|
||||
padding: $fu-space-2 $fu-space-3;
|
||||
text-align: left;
|
||||
font-weight: 600;
|
||||
color: $fu-text-secondary;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: $fu-space-2 $fu-space-3;
|
||||
border-bottom: 1px solid lighten($fu-border, 5%);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,145 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { registry } from "@web/core/registry";
|
||||
import { reactive } from "@odoo/owl";
|
||||
|
||||
const ENDPOINT_BASE = "/fusion/followup";
|
||||
|
||||
export class FollowupService {
|
||||
constructor(env, services) {
|
||||
this.env = env;
|
||||
this.rpc = services.rpc;
|
||||
this.notification = services.notification;
|
||||
|
||||
this.state = reactive({
|
||||
partners: [],
|
||||
count: 0,
|
||||
total: 0,
|
||||
statusFilter: null,
|
||||
isLoading: false,
|
||||
isProcessing: false,
|
||||
selectedPartnerId: null,
|
||||
selectedDetail: null,
|
||||
companyId: null,
|
||||
limit: 50,
|
||||
offset: 0,
|
||||
generatedText: null,
|
||||
});
|
||||
}
|
||||
|
||||
async loadOverdue(companyId = null) {
|
||||
this.state.companyId = companyId;
|
||||
this.state.isLoading = true;
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/list_overdue`, {
|
||||
status: this.state.statusFilter,
|
||||
limit: this.state.limit,
|
||||
offset: this.state.offset,
|
||||
company_id: companyId,
|
||||
});
|
||||
this.state.partners = result.partners;
|
||||
this.state.count = result.count;
|
||||
this.state.total = result.total;
|
||||
} finally {
|
||||
this.state.isLoading = false;
|
||||
}
|
||||
}
|
||||
|
||||
async selectPartner(partnerId) {
|
||||
this.state.selectedPartnerId = partnerId;
|
||||
this.state.selectedDetail = null;
|
||||
this.state.generatedText = null;
|
||||
try {
|
||||
this.state.selectedDetail = await this.rpc(`${ENDPOINT_BASE}/get_partner_detail`, {
|
||||
partner_id: partnerId,
|
||||
});
|
||||
} catch (err) {
|
||||
this.notification.add(`Failed to load partner detail: ${err.message || err}`, { type: "danger" });
|
||||
}
|
||||
}
|
||||
|
||||
async generateText(partnerId, levelId = null, forceRegenerate = false) {
|
||||
this.state.isProcessing = true;
|
||||
try {
|
||||
this.state.generatedText = await this.rpc(`${ENDPOINT_BASE}/generate_text`, {
|
||||
partner_id: partnerId, level_id: levelId,
|
||||
force_regenerate: forceRegenerate,
|
||||
});
|
||||
return this.state.generatedText;
|
||||
} catch (err) {
|
||||
this.notification.add(`Generate failed: ${err.message || err}`, { type: "danger" });
|
||||
throw err;
|
||||
} finally {
|
||||
this.state.isProcessing = false;
|
||||
}
|
||||
}
|
||||
|
||||
async sendFollowup(partnerId, levelId = null, force = false) {
|
||||
this.state.isProcessing = true;
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/send`, {
|
||||
partner_id: partnerId, level_id: levelId, force: force,
|
||||
});
|
||||
const status = result.status || "unknown";
|
||||
const type = status === "sent" ? "success" : status.startsWith("paused") ? "warning" : "info";
|
||||
this.notification.add(`Send result: ${status}`, { type: type });
|
||||
if (this.state.selectedPartnerId === partnerId) {
|
||||
await this.selectPartner(partnerId);
|
||||
}
|
||||
await this.loadOverdue(this.state.companyId);
|
||||
return result;
|
||||
} catch (err) {
|
||||
this.notification.add(`Send failed: ${err.message || err}`, { type: "danger" });
|
||||
throw err;
|
||||
} finally {
|
||||
this.state.isProcessing = false;
|
||||
}
|
||||
}
|
||||
|
||||
async pausePartner(partnerId, untilDate = null) {
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/pause`, {
|
||||
partner_id: partnerId, until_date: untilDate,
|
||||
});
|
||||
this.notification.add(`Paused until ${result.paused_until}`, { type: "info" });
|
||||
if (this.state.selectedPartnerId === partnerId) {
|
||||
await this.selectPartner(partnerId);
|
||||
}
|
||||
await this.loadOverdue(this.state.companyId);
|
||||
return result;
|
||||
} catch (err) {
|
||||
this.notification.add(`Pause failed: ${err.message || err}`, { type: "danger" });
|
||||
throw err;
|
||||
}
|
||||
}
|
||||
|
||||
async resetPartner(partnerId) {
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/reset`, {
|
||||
partner_id: partnerId,
|
||||
});
|
||||
this.notification.add(`Reset`, { type: "info" });
|
||||
if (this.state.selectedPartnerId === partnerId) {
|
||||
await this.selectPartner(partnerId);
|
||||
}
|
||||
await this.loadOverdue(this.state.companyId);
|
||||
return result;
|
||||
} catch (err) {
|
||||
this.notification.add(`Reset failed: ${err.message || err}`, { type: "danger" });
|
||||
throw err;
|
||||
}
|
||||
}
|
||||
|
||||
setStatusFilter(status) {
|
||||
this.state.statusFilter = status;
|
||||
this.state.offset = 0;
|
||||
this.loadOverdue(this.state.companyId);
|
||||
}
|
||||
}
|
||||
|
||||
export const followupService = {
|
||||
dependencies: ["rpc", "notification"],
|
||||
start(env, services) { return new FollowupService(env, services); },
|
||||
};
|
||||
|
||||
registry.category("services").add("fusion_followup", followupService);
|
||||
@@ -0,0 +1,50 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { registry } from "@web/core/registry";
|
||||
|
||||
// Tour 1: smoke
|
||||
registry.category("web_tour.tours").add("fusion_followup_smoke", {
|
||||
test: true,
|
||||
url: "/odoo",
|
||||
steps: () => [
|
||||
{ content: "Wait for app", trigger: ".o_navbar" },
|
||||
],
|
||||
});
|
||||
|
||||
// Tour 2: open partners list
|
||||
registry.category("web_tour.tours").add("fusion_followup_partners", {
|
||||
test: true,
|
||||
url: "/odoo/action-fusion_accounting_followup.action_fusion_followup_partners",
|
||||
steps: () => [
|
||||
{ content: "List view loads", trigger: ".o_list_view, .o_view_nocontent" },
|
||||
],
|
||||
});
|
||||
|
||||
// Tour 3: open levels
|
||||
registry.category("web_tour.tours").add("fusion_followup_levels", {
|
||||
test: true,
|
||||
url: "/odoo/action-fusion_accounting_followup.action_fusion_followup_levels",
|
||||
steps: () => [
|
||||
{ content: "Levels view loads", trigger: ".o_list_view, .o_view_nocontent" },
|
||||
],
|
||||
});
|
||||
|
||||
// Tour 4: history
|
||||
registry.category("web_tour.tours").add("fusion_followup_history", {
|
||||
test: true,
|
||||
url: "/odoo/action-fusion_accounting_followup.action_fusion_followup_runs",
|
||||
steps: () => [
|
||||
{ content: "History view loads", trigger: ".o_list_view, .o_view_nocontent" },
|
||||
],
|
||||
});
|
||||
|
||||
// Tour 5: batch wizard
|
||||
registry.category("web_tour.tours").add("fusion_followup_batch_wizard", {
|
||||
test: true,
|
||||
url: "/odoo/action-fusion_accounting_followup.action_fusion_batch_followup_wizard",
|
||||
steps: () => [
|
||||
{ content: "Wizard form opens", trigger: ".modal-dialog .o_form_view" },
|
||||
{ content: "Scope field exists", trigger: ".modal-dialog [name='scope']" },
|
||||
{ content: "Close wizard", trigger: ".modal-dialog .btn-secondary", run: "click" },
|
||||
],
|
||||
});
|
||||
@@ -0,0 +1,69 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component, useState, onWillStart } from "@odoo/owl";
|
||||
import { useService } from "@web/core/utils/hooks";
|
||||
import { PartnerCard } from "../../components/partner_card/partner_card";
|
||||
import { AgingBucketStrip } from "../../components/aging_bucket_strip/aging_bucket_strip";
|
||||
import { RiskBadge } from "../../components/risk_badge/risk_badge";
|
||||
import { AiTextPanel } from "../../components/ai_text_panel/ai_text_panel";
|
||||
import { FollowupHistoryTable } from "../../components/followup_history_table/followup_history_table";
|
||||
|
||||
export class FollowupDashboard extends Component {
|
||||
static template = "fusion_accounting_followup.FollowupDashboard";
|
||||
static props = { "*": true };
|
||||
static components = { PartnerCard, AgingBucketStrip, RiskBadge, AiTextPanel, FollowupHistoryTable };
|
||||
|
||||
setup() {
|
||||
this.followup = useService("fusion_followup");
|
||||
this.state = useState(this.followup.state);
|
||||
|
||||
const companyId = this.env.services.user?.context?.allowed_company_ids?.[0];
|
||||
|
||||
onWillStart(async () => {
|
||||
await this.followup.loadOverdue(companyId);
|
||||
});
|
||||
}
|
||||
|
||||
onSelectPartner(partnerId) {
|
||||
this.followup.selectPartner(partnerId);
|
||||
}
|
||||
|
||||
onStatusFilter(status) {
|
||||
this.followup.setStatusFilter(status || null);
|
||||
}
|
||||
|
||||
async onGenerateText() {
|
||||
if (!this.state.selectedPartnerId) return;
|
||||
await this.followup.generateText(this.state.selectedPartnerId);
|
||||
}
|
||||
|
||||
async onSend() {
|
||||
if (!this.state.selectedPartnerId) return;
|
||||
await this.followup.sendFollowup(this.state.selectedPartnerId, null, true);
|
||||
}
|
||||
|
||||
async onPause() {
|
||||
if (!this.state.selectedPartnerId) return;
|
||||
const days = parseInt(prompt("Pause for how many days?", "30"));
|
||||
if (isNaN(days)) return;
|
||||
const until = new Date();
|
||||
until.setDate(until.getDate() + days);
|
||||
await this.followup.pausePartner(
|
||||
this.state.selectedPartnerId, until.toISOString().slice(0, 10));
|
||||
}
|
||||
|
||||
async onReset() {
|
||||
if (!this.state.selectedPartnerId) return;
|
||||
await this.followup.resetPartner(this.state.selectedPartnerId);
|
||||
}
|
||||
|
||||
formatCurrency(amount) {
|
||||
return new Intl.NumberFormat(undefined, {
|
||||
minimumFractionDigits: 2, maximumFractionDigits: 2,
|
||||
}).format(amount || 0);
|
||||
}
|
||||
|
||||
get totalOverdue() {
|
||||
return this.state.partners.reduce((sum, p) => sum + (p.overdue_amount || 0), 0);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,65 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_followup.FollowupDashboard">
|
||||
<div class="o_fusion_followup">
|
||||
<div class="o_fusion_followup_header">
|
||||
<div>
|
||||
<h1>Customer Follow-ups</h1>
|
||||
<div class="text-muted"><t t-esc="state.count"/> of <t t-esc="state.total"/> partners with overdue</div>
|
||||
</div>
|
||||
<div class="summary">
|
||||
<div>Total overdue: <span class="summary-value">$<t t-esc="formatCurrency(totalOverdue)"/></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex" style="gap: 0.5rem; padding: 0.75rem;">
|
||||
<button class="btn_fu" t-on-click="() => this.onStatusFilter(null)"
|
||||
t-att-class="state.statusFilter === null ? 'primary' : ''">All</button>
|
||||
<button class="btn_fu" t-on-click="() => this.onStatusFilter('action_due')"
|
||||
t-att-class="state.statusFilter === 'action_due' ? 'primary' : ''">Action Due</button>
|
||||
<button class="btn_fu" t-on-click="() => this.onStatusFilter('paused')"
|
||||
t-att-class="state.statusFilter === 'paused' ? 'primary' : ''">Paused</button>
|
||||
<button class="btn_fu" t-on-click="() => this.onStatusFilter('blocked')"
|
||||
t-att-class="state.statusFilter === 'blocked' ? 'primary' : ''">Blocked</button>
|
||||
</div>
|
||||
|
||||
<div class="d-flex" style="gap: 1rem; padding: 1rem;">
|
||||
<div style="flex: 1 1 50%;">
|
||||
<div t-if="state.isLoading" class="text-center p-4 text-muted">Loading...</div>
|
||||
<div t-elif="state.partners.length === 0" class="text-center p-4 text-muted">No overdue partners.</div>
|
||||
<div t-else="">
|
||||
<PartnerCard t-foreach="state.partners" t-as="partner" t-key="partner.partner_id"
|
||||
partner="partner" selected="state.selectedPartnerId === partner.partner_id"
|
||||
onSelect="() => this.onSelectPartner(partner.partner_id)"
|
||||
formatCurrency="formatCurrency.bind(this)"/>
|
||||
</div>
|
||||
</div>
|
||||
<div style="flex: 1 1 50%;">
|
||||
<div t-if="state.selectedDetail">
|
||||
<h3><t t-esc="state.selectedDetail.partner.name"/></h3>
|
||||
<div class="text-muted">
|
||||
<t t-if="state.selectedDetail.partner.email"><t t-esc="state.selectedDetail.partner.email"/></t>
|
||||
</div>
|
||||
<div class="mt-2">
|
||||
<RiskBadge band="state.selectedDetail.partner.risk_band"
|
||||
score="state.selectedDetail.partner.risk_score"/>
|
||||
</div>
|
||||
<AgingBucketStrip aging="state.selectedDetail.overdue.aging"/>
|
||||
<div class="d-flex mt-3" style="gap: 0.5rem; flex-wrap: wrap;">
|
||||
<button class="btn_fu" t-on-click="onGenerateText">Generate Text</button>
|
||||
<button class="btn_fu primary" t-on-click="onSend">Send Now</button>
|
||||
<button class="btn_fu" t-on-click="onPause">Pause</button>
|
||||
<button class="btn_fu" t-on-click="onReset">Reset</button>
|
||||
</div>
|
||||
<AiTextPanel t-if="state.generatedText" text="state.generatedText"/>
|
||||
<FollowupHistoryTable t-if="state.selectedDetail.history"
|
||||
history="state.selectedDetail.history"/>
|
||||
</div>
|
||||
<div t-else="" class="p-4 text-muted">Select a partner.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,14 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { registry } from "@web/core/registry";
|
||||
import { FollowupDashboard } from "./followup_dashboard";
|
||||
|
||||
export const fusionFollowupDashboardView = {
|
||||
type: "fusion_followup",
|
||||
Controller: FollowupDashboard,
|
||||
display_name: "Fusion Customer Follow-ups",
|
||||
icon: "fa-bell",
|
||||
multiRecord: true,
|
||||
};
|
||||
|
||||
registry.category("views").add("fusion_followup", fusionFollowupDashboardView);
|
||||
24
fusion_accounting_followup/tests/__init__.py
Normal file
24
fusion_accounting_followup/tests/__init__.py
Normal file
@@ -0,0 +1,24 @@
|
||||
from . import test_overdue_aging
|
||||
from . import test_level_resolver
|
||||
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
|
||||
from . import test_fusion_followup_text_cache
|
||||
from . import test_res_partner_inherit
|
||||
from . import test_account_move_line_inherit
|
||||
from . import test_fusion_followup_engine
|
||||
from . import test_engine_integration
|
||||
from . import test_followup_controller
|
||||
from . import test_followup_adapter
|
||||
from . import test_followup_tools
|
||||
from . import test_followup_cron
|
||||
from . import test_engine_property
|
||||
from . import test_followup_full_flow
|
||||
from . import test_performance_benchmarks
|
||||
from . import test_batch_followup_wizard
|
||||
from . import test_migration_round_trip
|
||||
from . import test_coexistence
|
||||
from . import test_followup_tours
|
||||
from . import test_local_llm_compat
|
||||
@@ -0,0 +1,34 @@
|
||||
from odoo import fields as odoo_fields
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestAccountMoveLineFollowup(TransactionCase):
|
||||
"""Verify follow-up tracking fields are added to account.move.line."""
|
||||
|
||||
def test_fields_exist_on_model(self):
|
||||
"""Both new fields are declared on account.move.line."""
|
||||
AML = self.env['account.move.line']
|
||||
self.assertIn('fusion_followup_level_id', AML._fields)
|
||||
self.assertIn('fusion_followup_last_run_date', AML._fields)
|
||||
self.assertEqual(
|
||||
AML._fields['fusion_followup_level_id'].comodel_name,
|
||||
'fusion.followup.level',
|
||||
)
|
||||
|
||||
def test_assign_level_and_date_on_existing_line(self):
|
||||
"""We can write the new fields onto an existing move line."""
|
||||
line = self.env['account.move.line'].search([], limit=1)
|
||||
if not line:
|
||||
self.skipTest("No account.move.line records present in DB to test against.")
|
||||
level = self.env['fusion.followup.level'].create({
|
||||
'name': 'Reminder', 'sequence': 601, 'delay_days': 7, 'tone': 'gentle',
|
||||
})
|
||||
when = odoo_fields.Datetime.now()
|
||||
line.write({
|
||||
'fusion_followup_level_id': level.id,
|
||||
'fusion_followup_last_run_date': when,
|
||||
})
|
||||
self.assertEqual(line.fusion_followup_level_id, level)
|
||||
self.assertEqual(line.fusion_followup_last_run_date, when)
|
||||
@@ -0,0 +1,37 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
from odoo.exceptions import UserError
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestBatchFollowupWizard(TransactionCase):
|
||||
|
||||
def test_default_loads_active_ids(self):
|
||||
partners = self.env['res.partner'].create([
|
||||
{'name': 'B1'}, {'name': 'B2'},
|
||||
])
|
||||
wizard = self.env['fusion.batch.followup.wizard'].with_context(
|
||||
active_model='res.partner', active_ids=partners.ids,
|
||||
).create({})
|
||||
self.assertEqual(set(wizard.partner_ids.ids), set(partners.ids))
|
||||
|
||||
def test_selected_scope_no_partners_raises(self):
|
||||
wizard = self.env['fusion.batch.followup.wizard'].create({
|
||||
'scope': 'selected', 'partner_ids': [(6, 0, [])],
|
||||
})
|
||||
with self.assertRaises(UserError):
|
||||
wizard.action_run()
|
||||
|
||||
def test_run_completes_with_no_overdue_partners(self):
|
||||
partners = self.env['res.partner'].create([
|
||||
{'name': 'NoOverdue1'}, {'name': 'NoOverdue2'},
|
||||
])
|
||||
wizard = self.env['fusion.batch.followup.wizard'].create({
|
||||
'scope': 'selected',
|
||||
'partner_ids': [(6, 0, partners.ids)],
|
||||
'force': True,
|
||||
})
|
||||
wizard.action_run()
|
||||
self.assertEqual(wizard.state, 'done')
|
||||
# 2 partners with no overdue → both skipped
|
||||
self.assertEqual(wizard.skipped_count, 2)
|
||||
37
fusion_accounting_followup/tests/test_coexistence.py
Normal file
37
fusion_accounting_followup/tests/test_coexistence.py
Normal file
@@ -0,0 +1,37 @@
|
||||
"""Coexistence tests: fusion_accounting_followup menu only visible when
|
||||
Enterprise account_followup is NOT installed."""
|
||||
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupCoexistence(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.coex_group = self.env.ref(
|
||||
'fusion_accounting_core.group_fusion_show_when_enterprise_absent',
|
||||
raise_if_not_found=False,
|
||||
)
|
||||
self.assertIsNotNone(self.coex_group, "Coexistence group must exist")
|
||||
|
||||
def test_engine_always_available(self):
|
||||
self.assertIn('fusion.followup.engine', self.env.registry)
|
||||
|
||||
def test_menu_gated_by_coexistence_group(self):
|
||||
menu = self.env.ref('fusion_accounting_followup.menu_fusion_followup_root',
|
||||
raise_if_not_found=False)
|
||||
if not menu:
|
||||
self.skipTest("Menu not loaded")
|
||||
menu_groups = getattr(menu, 'group_ids', None) or menu.groups_id
|
||||
self.assertIn(self.coex_group, menu_groups,
|
||||
"Followup root menu must require the coexistence group")
|
||||
|
||||
def test_levels_menu_gated(self):
|
||||
menu = self.env.ref('fusion_accounting_followup.menu_fusion_followup_levels',
|
||||
raise_if_not_found=False)
|
||||
if not menu:
|
||||
self.skipTest("Menu not loaded")
|
||||
menu_groups = getattr(menu, 'group_ids', None) or menu.groups_id
|
||||
self.assertIn(self.coex_group, menu_groups)
|
||||
76
fusion_accounting_followup/tests/test_engine_integration.py
Normal file
76
fusion_accounting_followup/tests/test_engine_integration.py
Normal file
@@ -0,0 +1,76 @@
|
||||
"""Integration tests: full follow-up flow with real overdue invoices."""
|
||||
|
||||
from datetime import date, timedelta
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'integration')
|
||||
class TestFollowupEngineIntegration(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.engine = self.env['fusion.followup.engine']
|
||||
self.partner = self.env['res.partner'].create({
|
||||
'name': 'Integration Partner', 'email': 'integ@test.local',
|
||||
})
|
||||
for seq, name, days, tone in [(801, 'Test Reminder', 7, 'gentle'),
|
||||
(802, 'Test Warning', 30, 'firm'),
|
||||
(803, 'Test Legal', 60, 'legal')]:
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': name, 'sequence': seq, 'delay_days': days, 'tone': tone,
|
||||
})
|
||||
|
||||
line = self.env['account.move.line'].search([
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
], limit=1)
|
||||
if not line:
|
||||
self.skipTest("No posted unreconciled receivable lines in test DB")
|
||||
line.write({
|
||||
'partner_id': self.partner.id,
|
||||
'date_maturity': date.today() - timedelta(days=20),
|
||||
})
|
||||
|
||||
def test_get_overdue_finds_lines(self):
|
||||
result = self.engine.get_overdue_for_partner(self.partner)
|
||||
self.assertGreater(result['overdue_line_count'], 0)
|
||||
self.assertGreater(result['aging']['total_overdue_amount'], 0)
|
||||
|
||||
def test_compute_level_picks_reminder_at_20_days(self):
|
||||
level = self.engine.compute_followup_level(self.partner)
|
||||
self.assertTrue(level)
|
||||
self.assertGreater(level.delay_days, 0)
|
||||
|
||||
def test_send_followup_creates_run(self):
|
||||
result = self.engine.send_followup_email(self.partner, force=True)
|
||||
self.assertIn(result['status'], ('sent', 'manual_review'))
|
||||
if 'run_id' in result:
|
||||
run = self.env['fusion.followup.run'].browse(result['run_id'])
|
||||
self.assertEqual(run.partner_id, self.partner)
|
||||
|
||||
def test_pause_blocks_send_unless_force(self):
|
||||
self.engine.pause_followup(self.partner,
|
||||
until_date=date.today() + timedelta(days=30))
|
||||
result = self.engine.send_followup_email(self.partner)
|
||||
self.assertTrue(result['status'].startswith('paused'))
|
||||
result_force = self.engine.send_followup_email(self.partner, force=True)
|
||||
self.assertIn(result_force['status'], ('sent', 'manual_review'))
|
||||
|
||||
def test_history_grows_with_each_send(self):
|
||||
Run = self.env['fusion.followup.run']
|
||||
before = Run.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
after = Run.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.assertGreater(after, before)
|
||||
|
||||
def test_text_cache_used_on_repeat_call(self):
|
||||
Cache = self.env['fusion.followup.text.cache']
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
cache_count_after_first = Cache.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
cache_count_after_second = Cache.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.assertEqual(cache_count_after_first, cache_count_after_second,
|
||||
"Repeat send with same params should not create new cache row")
|
||||
92
fusion_accounting_followup/tests/test_engine_property.py
Normal file
92
fusion_accounting_followup/tests/test_engine_property.py
Normal file
@@ -0,0 +1,92 @@
|
||||
"""Property-based invariants for follow-up services."""
|
||||
|
||||
from datetime import date, timedelta
|
||||
|
||||
from hypothesis import given, settings, strategies as st, HealthCheck
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
from odoo.addons.fusion_accounting_followup.services.overdue_aging import (
|
||||
compute_aging, BUCKETS,
|
||||
)
|
||||
from odoo.addons.fusion_accounting_followup.services.risk_scorer import score_partner
|
||||
from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'property_based')
|
||||
class TestAgingInvariants(TransactionCase):
|
||||
|
||||
@given(
|
||||
as_of=st.dates(min_value=date(2020, 1, 1), max_value=date(2030, 12, 31)),
|
||||
amounts=st.lists(
|
||||
st.tuples(
|
||||
st.integers(min_value=-180, max_value=180),
|
||||
st.floats(min_value=0.01, max_value=100000,
|
||||
allow_nan=False, allow_infinity=False),
|
||||
),
|
||||
min_size=0, max_size=20,
|
||||
),
|
||||
)
|
||||
@settings(max_examples=80, deadline=2000,
|
||||
suppress_health_check=[HealthCheck.function_scoped_fixture])
|
||||
def test_buckets_sum_equals_total(self, as_of, amounts):
|
||||
lines = [
|
||||
{'date_maturity': as_of + timedelta(days=offset),
|
||||
'amount_residual': round(amt, 2)}
|
||||
for offset, amt in amounts
|
||||
]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
bucket_sum = sum(b.amount for b in report.buckets)
|
||||
self.assertAlmostEqual(bucket_sum, report.total_amount, places=1)
|
||||
|
||||
@given(
|
||||
as_of=st.dates(min_value=date(2020, 1, 1), max_value=date(2030, 12, 31)),
|
||||
days_overdue=st.integers(min_value=1, max_value=365),
|
||||
amount=st.floats(min_value=0.01, max_value=10000,
|
||||
allow_nan=False, allow_infinity=False),
|
||||
)
|
||||
@settings(max_examples=50, deadline=2000,
|
||||
suppress_health_check=[HealthCheck.function_scoped_fixture])
|
||||
def test_overdue_amount_excludes_current(self, as_of, days_overdue, amount):
|
||||
lines = [
|
||||
{'date_maturity': as_of - timedelta(days=days_overdue),
|
||||
'amount_residual': round(amount, 2)},
|
||||
{'date_maturity': as_of + timedelta(days=10),
|
||||
'amount_residual': 100.0},
|
||||
]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
self.assertAlmostEqual(report.total_overdue_amount, round(amount, 2), places=1)
|
||||
|
||||
@given(
|
||||
invoices=st.integers(min_value=0, max_value=100),
|
||||
late=st.integers(min_value=0, max_value=100),
|
||||
days_late=st.floats(min_value=0, max_value=180,
|
||||
allow_nan=False, allow_infinity=False),
|
||||
)
|
||||
@settings(max_examples=80, deadline=2000,
|
||||
suppress_health_check=[HealthCheck.function_scoped_fixture])
|
||||
def test_risk_score_in_range(self, invoices, late, days_late):
|
||||
late = min(late, invoices) if invoices > 0 else 0
|
||||
result = score_partner(
|
||||
total_invoices=invoices, paid_late_count=late,
|
||||
avg_days_late=days_late,
|
||||
longest_overdue_days=int(days_late),
|
||||
open_overdue_amount=invoices * 1000.0,
|
||||
average_invoice_amount=1000.0,
|
||||
)
|
||||
self.assertGreaterEqual(result.score, 0)
|
||||
self.assertLessEqual(result.score, 100)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'property_based')
|
||||
class TestToneInvariants(TransactionCase):
|
||||
|
||||
@given(
|
||||
sequence=st.integers(min_value=1, max_value=10),
|
||||
risk=st.integers(min_value=0, max_value=100),
|
||||
)
|
||||
@settings(max_examples=50, deadline=1000,
|
||||
suppress_health_check=[HealthCheck.function_scoped_fixture])
|
||||
def test_tone_always_in_valid_set(self, sequence, risk):
|
||||
tone = select_tone(level_sequence=sequence, risk_score=risk)
|
||||
self.assertIn(tone, ('gentle', 'firm', 'legal'))
|
||||
42
fusion_accounting_followup/tests/test_followup_adapter.py
Normal file
42
fusion_accounting_followup/tests/test_followup_adapter.py
Normal file
@@ -0,0 +1,42 @@
|
||||
"""FollowupAdapter wiring tests — engine paths."""
|
||||
|
||||
from odoo.tests import tagged
|
||||
from odoo.tests.common import TransactionCase
|
||||
|
||||
from odoo.addons.fusion_accounting_ai.services.data_adapters.followup import (
|
||||
FollowupAdapter,
|
||||
)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupAdapter(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.adapter = FollowupAdapter(self.env)
|
||||
|
||||
def test_list_overdue_via_fusion_returns_dict(self):
|
||||
result = self.adapter.list_overdue_via_fusion(
|
||||
company_id=self.env.company.id,
|
||||
)
|
||||
self.assertIn('partners', result)
|
||||
self.assertIn('total', result)
|
||||
self.assertIn('count', result)
|
||||
|
||||
def test_list_overdue_via_community_returns_error(self):
|
||||
result = self.adapter.list_overdue_via_community()
|
||||
self.assertIn('error', result)
|
||||
|
||||
def test_send_followup_via_fusion_no_overdue(self):
|
||||
partner = self.env['res.partner'].create({'name': 'AdapterTest'})
|
||||
result = self.adapter.send_followup_via_fusion(
|
||||
partner_id=partner.id, force=True,
|
||||
)
|
||||
self.assertIn(
|
||||
result.get('status', ''),
|
||||
('no_action', 'no_overdue', 'sent', 'manual_review'),
|
||||
)
|
||||
|
||||
def test_send_followup_via_community_returns_error(self):
|
||||
result = self.adapter.send_followup_via_community(partner_id=1)
|
||||
self.assertIn('error', result)
|
||||
80
fusion_accounting_followup/tests/test_followup_controller.py
Normal file
80
fusion_accounting_followup/tests/test_followup_controller.py
Normal file
@@ -0,0 +1,80 @@
|
||||
"""HttpCase tests for the 6 follow-up JSON-RPC endpoints."""
|
||||
|
||||
import json
|
||||
from datetime import date, timedelta
|
||||
|
||||
from odoo.tests import tagged
|
||||
from odoo.tests.common import HttpCase, new_test_user
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupController(HttpCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.user = new_test_user(
|
||||
self.env, login='fu_test_user',
|
||||
groups='base.group_user,base.group_partner_manager,'
|
||||
'account.group_account_invoice',
|
||||
)
|
||||
|
||||
def _jsonrpc(self, endpoint, params):
|
||||
self.authenticate('fu_test_user', 'fu_test_user')
|
||||
url = f'/fusion/followup/{endpoint}'
|
||||
body = {'jsonrpc': '2.0', 'method': 'call', 'params': params, 'id': 1}
|
||||
response = self.url_open(
|
||||
url, data=json.dumps(body),
|
||||
headers={'Content-Type': 'application/json'},
|
||||
)
|
||||
self.assertEqual(
|
||||
response.status_code, 200,
|
||||
f"{endpoint} returned {response.status_code}: {response.text[:300]}",
|
||||
)
|
||||
result = response.json()
|
||||
if 'error' in result:
|
||||
self.fail(f"{endpoint} errored: {result['error']}")
|
||||
return result.get('result', {})
|
||||
|
||||
def test_list_overdue_returns_dict(self):
|
||||
result = self._jsonrpc('list_overdue', {'company_id': self.env.company.id})
|
||||
self.assertIn('partners', result)
|
||||
self.assertIn('total', result)
|
||||
|
||||
def test_get_partner_detail(self):
|
||||
partner = self.env['res.partner'].create({
|
||||
'name': 'Ctrl Test Partner', 'email': 'ctrl@test.local',
|
||||
})
|
||||
result = self._jsonrpc('get_partner_detail', {'partner_id': partner.id})
|
||||
self.assertEqual(result['partner']['id'], partner.id)
|
||||
self.assertIn('overdue', result)
|
||||
self.assertIn('history', result)
|
||||
|
||||
def test_pause_sets_paused_until(self):
|
||||
partner = self.env['res.partner'].create({'name': 'Pause Test'})
|
||||
future = (date.today() + timedelta(days=20)).isoformat()
|
||||
result = self._jsonrpc('pause', {
|
||||
'partner_id': partner.id, 'until_date': future,
|
||||
})
|
||||
self.assertEqual(result['paused_until'], future)
|
||||
|
||||
def test_reset_clears_status(self):
|
||||
partner = self.env['res.partner'].create({
|
||||
'name': 'Reset Test',
|
||||
'fusion_followup_status': 'paused',
|
||||
})
|
||||
result = self._jsonrpc('reset', {'partner_id': partner.id})
|
||||
self.assertEqual(result['status'], 'reset')
|
||||
|
||||
def test_send_no_overdue_returns_no_action(self):
|
||||
partner = self.env['res.partner'].create({
|
||||
'name': 'No Overdue', 'email': 'no@test.local',
|
||||
})
|
||||
result = self._jsonrpc('send', {
|
||||
'partner_id': partner.id, 'force': True,
|
||||
})
|
||||
self.assertIn(result.get('status'), ('no_action', 'no_overdue'))
|
||||
|
||||
def test_generate_text_no_level_returns_no_level(self):
|
||||
partner = self.env['res.partner'].create({'name': 'NoLevel Test'})
|
||||
result = self._jsonrpc('generate_text', {'partner_id': partner.id})
|
||||
self.assertIn(result.get('status'), ('no_level', 'ok'))
|
||||
18
fusion_accounting_followup/tests/test_followup_cron.py
Normal file
18
fusion_accounting_followup/tests/test_followup_cron.py
Normal file
@@ -0,0 +1,18 @@
|
||||
"""Smoke tests for the fusion follow-up cron handlers."""
|
||||
|
||||
from odoo.tests import tagged
|
||||
from odoo.tests.common import TransactionCase
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupCron(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.cron = self.env['fusion.followup.cron']
|
||||
|
||||
def test_cron_daily_scan_runs(self):
|
||||
self.cron._cron_daily_scan()
|
||||
|
||||
def test_cron_risk_refresh_runs(self):
|
||||
self.cron._cron_risk_refresh()
|
||||
84
fusion_accounting_followup/tests/test_followup_full_flow.py
Normal file
84
fusion_accounting_followup/tests/test_followup_full_flow.py
Normal file
@@ -0,0 +1,84 @@
|
||||
"""End-to-end integration: scan -> escalate -> send -> reset."""
|
||||
|
||||
from datetime import date, timedelta
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'integration')
|
||||
class TestFollowupFullFlow(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.engine = self.env['fusion.followup.engine']
|
||||
self.partner = self.env['res.partner'].create({
|
||||
'name': 'Full Flow Partner', 'email': 'flow@test.local',
|
||||
})
|
||||
for seq, name, days, tone in [(701, 'FlowReminder', 7, 'gentle'),
|
||||
(702, 'FlowWarning', 30, 'firm'),
|
||||
(703, 'FlowLegal', 60, 'legal')]:
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': name, 'sequence': seq,
|
||||
'delay_days': days, 'tone': tone,
|
||||
})
|
||||
|
||||
line = self.env['account.move.line'].search([
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
], limit=1)
|
||||
if not line:
|
||||
self.skipTest("No posted unreconciled receivable lines in test DB")
|
||||
line.write({
|
||||
'partner_id': self.partner.id,
|
||||
'date_maturity': date.today() - timedelta(days=20),
|
||||
})
|
||||
|
||||
def test_full_flow_scan_send_reset(self):
|
||||
level = self.engine.compute_followup_level(self.partner)
|
||||
self.assertTrue(level)
|
||||
self.assertGreater(level.delay_days, 0)
|
||||
|
||||
Run = self.env['fusion.followup.run']
|
||||
before = Run.search_count([('partner_id', '=', self.partner.id)])
|
||||
result = self.engine.send_followup_email(self.partner, force=True)
|
||||
after = Run.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.assertGreater(after, before)
|
||||
self.assertIn(result['status'], ('sent', 'manual_review'))
|
||||
|
||||
self.engine.pause_followup(self.partner,
|
||||
until_date=date.today() + timedelta(days=14))
|
||||
result_paused = self.engine.send_followup_email(self.partner)
|
||||
self.assertTrue(result_paused['status'].startswith('paused'))
|
||||
|
||||
self.engine.reset_followup(self.partner)
|
||||
self.partner.invalidate_recordset(['fusion_followup_status'])
|
||||
self.assertEqual(self.partner.fusion_followup_status, 'no_action')
|
||||
|
||||
def test_escalate_advances_to_next_level(self):
|
||||
Level = self.env['fusion.followup.level']
|
||||
level1 = Level.search([('sequence', '=', 701)], limit=1)
|
||||
self.engine.send_followup_email(self.partner, level=level1, force=True)
|
||||
self.partner.invalidate_recordset(['fusion_followup_last_level_id'])
|
||||
result = self.engine.escalate_to_next_level(self.partner)
|
||||
self.assertIn('partner_id', result)
|
||||
self.partner.invalidate_recordset(['fusion_followup_last_level_id'])
|
||||
if self.partner.fusion_followup_last_level_id:
|
||||
self.assertGreaterEqual(self.partner.fusion_followup_last_level_id.sequence, 702)
|
||||
|
||||
def test_text_cache_reused_on_repeat(self):
|
||||
Cache = self.env['fusion.followup.text.cache']
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
after_first = Cache.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
after_second = Cache.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.assertEqual(after_first, after_second)
|
||||
|
||||
def test_history_records_each_send(self):
|
||||
Run = self.env['fusion.followup.run']
|
||||
before = Run.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
self.engine.send_followup_email(self.partner, force=True)
|
||||
after = Run.search_count([('partner_id', '=', self.partner.id)])
|
||||
self.assertEqual(after - before, 2)
|
||||
@@ -0,0 +1,80 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
|
||||
generate_followup_text,
|
||||
)
|
||||
from odoo.addons.fusion_accounting_followup.services.followup_text_prompt import (
|
||||
SYSTEM_PROMPT, build_prompt,
|
||||
)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupTextGenerator(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.env['ir.config_parameter'].sudo().search([
|
||||
('key', 'in', ['fusion_accounting.provider.followup_text',
|
||||
'fusion_accounting.provider.default'])
|
||||
]).unlink()
|
||||
|
||||
def test_fallback_gentle(self):
|
||||
result = generate_followup_text(
|
||||
self.env, partner_name='Acme Corp', total_overdue=1500,
|
||||
currency_code='USD', longest_overdue_days=15, tone='gentle',
|
||||
invoice_count=2,
|
||||
)
|
||||
self.assertEqual(result['tone_used'], 'gentle')
|
||||
self.assertIn('Acme Corp', result['body'])
|
||||
self.assertIn('1,500.00', result['body'])
|
||||
|
||||
def test_fallback_firm(self):
|
||||
result = generate_followup_text(
|
||||
self.env, partner_name='Acme', total_overdue=5000,
|
||||
currency_code='USD', longest_overdue_days=45, tone='firm',
|
||||
invoice_count=3,
|
||||
)
|
||||
self.assertEqual(result['tone_used'], 'firm')
|
||||
|
||||
def test_fallback_legal(self):
|
||||
result = generate_followup_text(
|
||||
self.env, partner_name='Acme', total_overdue=10000,
|
||||
currency_code='USD', longest_overdue_days=90, tone='legal',
|
||||
invoice_count=5,
|
||||
)
|
||||
self.assertEqual(result['tone_used'], 'legal')
|
||||
self.assertIn('FINAL NOTICE', result['subject'])
|
||||
|
||||
def test_returns_required_keys(self):
|
||||
result = generate_followup_text(
|
||||
self.env, partner_name='X', total_overdue=100,
|
||||
currency_code='USD', longest_overdue_days=10, tone='gentle',
|
||||
)
|
||||
for key in ('subject', 'body', 'tone_used', 'key_points'):
|
||||
self.assertIn(key, result)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupTextPrompt(TransactionCase):
|
||||
|
||||
def test_system_prompt_requires_json(self):
|
||||
self.assertIn('JSON', SYSTEM_PROMPT)
|
||||
self.assertIn('"subject"', SYSTEM_PROMPT)
|
||||
self.assertIn('"body"', SYSTEM_PROMPT)
|
||||
|
||||
def test_build_prompt_returns_tuple(self):
|
||||
result = build_prompt(
|
||||
partner_name='X', total_overdue=100, currency_code='USD',
|
||||
longest_overdue_days=10, tone='gentle',
|
||||
)
|
||||
self.assertEqual(len(result), 2)
|
||||
self.assertIn('100.00', result[1])
|
||||
|
||||
def test_build_prompt_includes_risk_drivers(self):
|
||||
_, user = build_prompt(
|
||||
partner_name='X', total_overdue=100, currency_code='USD',
|
||||
longest_overdue_days=10, tone='firm',
|
||||
risk_drivers=['Chronic late payer', '5/10 paid late'],
|
||||
)
|
||||
self.assertIn('RISK FACTORS', user)
|
||||
self.assertIn('Chronic late payer', user)
|
||||
61
fusion_accounting_followup/tests/test_followup_tools.py
Normal file
61
fusion_accounting_followup/tests/test_followup_tools.py
Normal file
@@ -0,0 +1,61 @@
|
||||
"""AI tool dispatch tests for fusion follow-up tools."""
|
||||
|
||||
from odoo.tests import tagged
|
||||
from odoo.tests.common import TransactionCase
|
||||
|
||||
from odoo.addons.fusion_accounting_ai.services.tools import customer_followup as tools
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFusionFollowupTools(TransactionCase):
|
||||
|
||||
def test_fusion_list_overdue(self):
|
||||
result = tools.fusion_list_overdue(
|
||||
self.env, {'company_id': self.env.company.id},
|
||||
)
|
||||
self.assertIn('partners', result)
|
||||
|
||||
def test_fusion_get_partner_detail(self):
|
||||
partner = self.env['res.partner'].create({
|
||||
'name': 'Tool Partner', 'email': 't@t.local',
|
||||
})
|
||||
result = tools.fusion_get_partner_followup_detail(
|
||||
self.env, {'partner_id': partner.id},
|
||||
)
|
||||
self.assertEqual(result['partner_id'], partner.id)
|
||||
|
||||
def test_fusion_generate_text_uses_fallback(self):
|
||||
self.env['ir.config_parameter'].sudo().search([
|
||||
('key', 'in', [
|
||||
'fusion_accounting.provider.followup_text',
|
||||
'fusion_accounting.provider.default',
|
||||
]),
|
||||
]).unlink()
|
||||
result = tools.fusion_generate_followup_text(self.env, {
|
||||
'partner_name': 'Acme', 'total_overdue': 1000,
|
||||
'currency_code': 'USD', 'longest_overdue_days': 15,
|
||||
'tone': 'gentle',
|
||||
})
|
||||
self.assertIn('subject', result)
|
||||
self.assertIn('body', result)
|
||||
|
||||
def test_fusion_get_risk_score(self):
|
||||
partner = self.env['res.partner'].create({'name': 'Risk Test'})
|
||||
result = tools.fusion_get_partner_risk_score(
|
||||
self.env, {'partner_id': partner.id},
|
||||
)
|
||||
self.assertIn('risk', result)
|
||||
|
||||
def test_tools_registered_in_dispatch(self):
|
||||
from odoo.addons.fusion_accounting_ai.services.tools import TOOL_DISPATCH
|
||||
for tool_name in [
|
||||
'fusion_list_overdue',
|
||||
'fusion_get_partner_followup_detail',
|
||||
'fusion_generate_followup_text',
|
||||
'fusion_send_followup',
|
||||
'fusion_get_partner_risk_score',
|
||||
]:
|
||||
self.assertIn(
|
||||
tool_name, TOOL_DISPATCH,
|
||||
f"{tool_name} not registered in TOOL_DISPATCH",
|
||||
)
|
||||
23
fusion_accounting_followup/tests/test_followup_tours.py
Normal file
23
fusion_accounting_followup/tests/test_followup_tours.py
Normal file
@@ -0,0 +1,23 @@
|
||||
"""Python wrappers for OWL tours via HttpCase.start_tour."""
|
||||
|
||||
from odoo.tests.common import HttpCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'tour')
|
||||
class TestFollowupTours(HttpCase):
|
||||
|
||||
def test_smoke_tour(self):
|
||||
self.start_tour("/odoo", "fusion_followup_smoke", login="admin")
|
||||
|
||||
def test_partners_tour(self):
|
||||
self.start_tour("/odoo", "fusion_followup_partners", login="admin")
|
||||
|
||||
def test_levels_tour(self):
|
||||
self.start_tour("/odoo", "fusion_followup_levels", login="admin")
|
||||
|
||||
def test_history_tour(self):
|
||||
self.start_tour("/odoo", "fusion_followup_history", login="admin")
|
||||
|
||||
def test_batch_wizard_tour(self):
|
||||
self.start_tour("/odoo", "fusion_followup_batch_wizard", login="admin")
|
||||
@@ -0,0 +1,74 @@
|
||||
"""Unit tests for the fusion.followup.engine 7-method API."""
|
||||
|
||||
from datetime import date, timedelta
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFusionFollowupEngine(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.engine = self.env['fusion.followup.engine']
|
||||
self.partner = self.env['res.partner'].create({
|
||||
'name': 'Engine Test Partner', 'email': 'engine@test.local',
|
||||
})
|
||||
for seq, name, days, tone in [(901, 'Reminder', 7, 'gentle'),
|
||||
(902, 'Warning', 30, 'firm'),
|
||||
(903, 'Legal', 60, 'legal')]:
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': name, 'sequence': seq,
|
||||
'delay_days': days, 'tone': tone,
|
||||
})
|
||||
|
||||
def test_engine_model_exists(self):
|
||||
self.assertIn('fusion.followup.engine', self.env.registry)
|
||||
|
||||
def test_get_overdue_returns_dict(self):
|
||||
result = self.engine.get_overdue_for_partner(self.partner)
|
||||
self.assertIn('aging', result)
|
||||
self.assertIn('risk', result)
|
||||
self.assertEqual(result['partner_id'], self.partner.id)
|
||||
|
||||
def test_compute_followup_level_no_overdue_returns_empty(self):
|
||||
result = self.engine.compute_followup_level(self.partner)
|
||||
self.assertFalse(result)
|
||||
|
||||
def test_pause_sets_partner_state(self):
|
||||
until = date.today() + timedelta(days=14)
|
||||
self.engine.pause_followup(self.partner, until_date=until)
|
||||
self.partner.invalidate_recordset(['fusion_followup_paused_until', 'fusion_followup_status'])
|
||||
self.assertEqual(self.partner.fusion_followup_paused_until, until)
|
||||
self.assertEqual(self.partner.fusion_followup_status, 'paused')
|
||||
|
||||
def test_reset_clears_state(self):
|
||||
self.engine.pause_followup(self.partner)
|
||||
self.engine.reset_followup(self.partner)
|
||||
self.partner.invalidate_recordset([
|
||||
'fusion_followup_status', 'fusion_followup_paused_until',
|
||||
'fusion_followup_last_level_id',
|
||||
])
|
||||
self.assertEqual(self.partner.fusion_followup_status, 'no_action')
|
||||
self.assertFalse(self.partner.fusion_followup_paused_until)
|
||||
|
||||
def test_snapshot_history_returns_runs(self):
|
||||
Run = self.env['fusion.followup.run']
|
||||
run = Run.create({
|
||||
'partner_id': self.partner.id,
|
||||
'state': 'sent',
|
||||
'overdue_amount': 500,
|
||||
})
|
||||
result = self.engine.snapshot_followup_history(self.partner)
|
||||
self.assertEqual(result['count'], 1)
|
||||
self.assertEqual(result['runs'][0]['id'], run.id)
|
||||
|
||||
def test_send_no_overdue_returns_no_action(self):
|
||||
Level = self.env['fusion.followup.level']
|
||||
level = Level.search([('sequence', '=', 901)], limit=1)
|
||||
result = self.engine.send_followup_email(self.partner, level=level, force=True)
|
||||
self.assertEqual(result['status'], 'no_overdue')
|
||||
|
||||
def test_escalate_when_no_current_level(self):
|
||||
result = self.engine.escalate_to_next_level(self.partner)
|
||||
self.assertIn('partner_id', result)
|
||||
@@ -0,0 +1,43 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFusionFollowupLevel(TransactionCase):
|
||||
|
||||
def test_create_minimal(self):
|
||||
# Note: sequences 1-3 are reserved for seeded default levels.
|
||||
level = self.env['fusion.followup.level'].create({
|
||||
'name': 'Reminder', 'sequence': 901, 'delay_days': 7, 'tone': 'gentle',
|
||||
})
|
||||
self.assertEqual(level.name, 'Reminder')
|
||||
self.assertTrue(level.active)
|
||||
|
||||
def test_negative_delay_rejected(self):
|
||||
with self.assertRaises(Exception):
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': 'Bad', 'sequence': 902, 'delay_days': -5, 'tone': 'gentle',
|
||||
})
|
||||
|
||||
def test_duplicate_sequence_rejected(self):
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': 'A', 'sequence': 100, 'delay_days': 7, 'tone': 'gentle',
|
||||
})
|
||||
with self.assertRaises(Exception):
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': 'B', 'sequence': 100, 'delay_days': 30, 'tone': 'firm',
|
||||
})
|
||||
|
||||
def test_three_levels_escalate(self):
|
||||
for seq, name, days, tone in [(1, 'R', 7, 'gentle'),
|
||||
(2, 'W', 30, 'firm'),
|
||||
(3, 'L', 60, 'legal')]:
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': name, 'sequence': seq + 200,
|
||||
'delay_days': days, 'tone': tone,
|
||||
})
|
||||
levels = self.env['fusion.followup.level'].search([
|
||||
('sequence', '>', 200),
|
||||
], order='sequence')
|
||||
self.assertEqual(len(levels), 3)
|
||||
self.assertEqual(levels.mapped('tone'), ['gentle', 'firm', 'legal'])
|
||||
44
fusion_accounting_followup/tests/test_fusion_followup_run.py
Normal file
44
fusion_accounting_followup/tests/test_fusion_followup_run.py
Normal file
@@ -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,
|
||||
})
|
||||
@@ -0,0 +1,60 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFusionFollowupTextCache(TransactionCase):
|
||||
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.partner = cls.env['res.partner'].create({'name': 'Cache Test Partner'})
|
||||
cls.level = cls.env['fusion.followup.level'].create({
|
||||
'name': 'Reminder', 'sequence': 401, 'delay_days': 7, 'tone': 'gentle',
|
||||
})
|
||||
cls.cache = cls.env['fusion.followup.text.cache']
|
||||
|
||||
def _kwargs(self, **overrides):
|
||||
base = dict(
|
||||
partner_id=self.partner.id, level_id=self.level.id,
|
||||
overdue_amount=1234.56, longest_overdue_days=10,
|
||||
invoice_count=3, tone='gentle',
|
||||
)
|
||||
base.update(overrides)
|
||||
return base
|
||||
|
||||
def test_fingerprint_stable_and_unique(self):
|
||||
fp1 = self.cache.compute_fingerprint(**self._kwargs())
|
||||
fp2 = self.cache.compute_fingerprint(**self._kwargs())
|
||||
fp3 = self.cache.compute_fingerprint(**self._kwargs(tone='firm'))
|
||||
self.assertEqual(fp1, fp2)
|
||||
self.assertNotEqual(fp1, fp3)
|
||||
self.assertEqual(len(fp1), 64)
|
||||
|
||||
def test_lookup_returns_empty_when_missing(self):
|
||||
result = self.cache.lookup(**self._kwargs())
|
||||
self.assertFalse(result)
|
||||
|
||||
def test_lookup_finds_cached_entry(self):
|
||||
kwargs = self._kwargs()
|
||||
fp = self.cache.compute_fingerprint(**kwargs)
|
||||
entry = self.cache.create({
|
||||
'partner_id': self.partner.id,
|
||||
'level_id': self.level.id,
|
||||
'fingerprint': fp,
|
||||
'subject': 'Hi',
|
||||
'body': 'Please pay.',
|
||||
'tone_used': 'gentle',
|
||||
})
|
||||
found = self.cache.lookup(**kwargs)
|
||||
self.assertEqual(found.id, entry.id)
|
||||
|
||||
def test_action_increment_use(self):
|
||||
entry = self.cache.create({
|
||||
'partner_id': self.partner.id,
|
||||
'fingerprint': 'abc123',
|
||||
})
|
||||
self.assertEqual(entry.use_count, 0)
|
||||
entry.action_increment_use()
|
||||
entry.action_increment_use()
|
||||
self.assertEqual(entry.use_count, 2)
|
||||
58
fusion_accounting_followup/tests/test_level_resolver.py
Normal file
58
fusion_accounting_followup/tests/test_level_resolver.py
Normal file
@@ -0,0 +1,58 @@
|
||||
from datetime import date, timedelta
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
from odoo.addons.fusion_accounting_followup.services.level_resolver import (
|
||||
FollowupLevelSpec, resolve_level,
|
||||
)
|
||||
from odoo.addons.fusion_accounting_followup.services.overdue_aging import compute_aging
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestLevelResolver(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.levels = [
|
||||
FollowupLevelSpec(sequence=1, name='Reminder', delay_days=7, tone='gentle'),
|
||||
FollowupLevelSpec(sequence=2, name='Warning', delay_days=30, tone='firm'),
|
||||
FollowupLevelSpec(sequence=3, name='Legal Notice', delay_days=60, tone='legal'),
|
||||
]
|
||||
|
||||
def test_no_overdue_returns_none(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of + timedelta(days=10), 'amount_residual': 100}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
result = resolve_level(aging_report=report, levels=self.levels)
|
||||
self.assertIsNone(result)
|
||||
|
||||
def test_15_days_overdue_picks_reminder(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=15), 'amount_residual': 100}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
result = resolve_level(aging_report=report, levels=self.levels)
|
||||
self.assertEqual(result.name, 'Reminder')
|
||||
|
||||
def test_45_days_overdue_picks_warning(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=45), 'amount_residual': 200}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
result = resolve_level(aging_report=report, levels=self.levels)
|
||||
self.assertEqual(result.name, 'Warning')
|
||||
|
||||
def test_75_days_overdue_picks_legal(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=75), 'amount_residual': 300}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
result = resolve_level(aging_report=report, levels=self.levels)
|
||||
self.assertEqual(result.name, 'Legal Notice')
|
||||
|
||||
def test_no_levels_returns_none(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=30), 'amount_residual': 100}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
result = resolve_level(aging_report=report, levels=[])
|
||||
self.assertIsNone(result)
|
||||
|
||||
def test_invalid_tone_raises(self):
|
||||
with self.assertRaises(ValueError):
|
||||
FollowupLevelSpec(sequence=1, name='X', delay_days=7, tone='invalid')
|
||||
69
fusion_accounting_followup/tests/test_local_llm_compat.py
Normal file
69
fusion_accounting_followup/tests/test_local_llm_compat.py
Normal file
@@ -0,0 +1,69 @@
|
||||
"""Local LLM compat test for followup_text_generator.
|
||||
|
||||
Auto-detects LM Studio (:1234) or Ollama (:11434), skips when absent."""
|
||||
|
||||
import socket
|
||||
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
def _server_reachable(host, port, timeout=1.0):
|
||||
try:
|
||||
with socket.create_connection((host, port), timeout=timeout):
|
||||
return True
|
||||
except (OSError, socket.timeout):
|
||||
return False
|
||||
|
||||
|
||||
def _detect_local_llm():
|
||||
for host, port, default_model in [
|
||||
('host.docker.internal', 1234, 'local-model'),
|
||||
('host.docker.internal', 11434, 'llama3.1:8b'),
|
||||
('localhost', 1234, 'local-model'),
|
||||
('localhost', 11434, 'llama3.1:8b'),
|
||||
]:
|
||||
if _server_reachable(host, port, timeout=0.5):
|
||||
return (f'http://{host}:{port}/v1', default_model)
|
||||
return (None, None)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'local_llm')
|
||||
class TestLocalLLMFollowupText(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.base_url, self.model = _detect_local_llm()
|
||||
if not self.base_url:
|
||||
self.skipTest("No local LLM server detected")
|
||||
|
||||
def test_followup_text_with_local_llm(self):
|
||||
params = self.env['ir.config_parameter'].sudo()
|
||||
prior = {k: params.get_param(k) for k in [
|
||||
'fusion_accounting.openai_base_url',
|
||||
'fusion_accounting.openai_model',
|
||||
'fusion_accounting.provider.followup_text',
|
||||
]}
|
||||
params.set_param('fusion_accounting.openai_base_url', self.base_url)
|
||||
params.set_param('fusion_accounting.openai_model', self.model)
|
||||
params.set_param('fusion_accounting.openai_api_key', 'lm-studio')
|
||||
params.set_param('fusion_accounting.provider.followup_text', 'openai')
|
||||
|
||||
try:
|
||||
from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
|
||||
generate_followup_text,
|
||||
)
|
||||
result = generate_followup_text(
|
||||
self.env, partner_name='Acme Corp',
|
||||
total_overdue=15000, currency_code='USD',
|
||||
longest_overdue_days=45, tone='firm',
|
||||
invoice_count=3,
|
||||
risk_drivers=['8/12 invoices paid late', 'Avg 30 days late'],
|
||||
)
|
||||
self.assertIn('subject', result)
|
||||
self.assertIn('body', result)
|
||||
self.assertIn('tone_used', result)
|
||||
finally:
|
||||
for k, v in prior.items():
|
||||
if v is not None:
|
||||
params.set_param(k, v)
|
||||
@@ -0,0 +1,21 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestFollowupMigrationRoundTrip(TransactionCase):
|
||||
|
||||
def test_bootstrap_step_runs(self):
|
||||
wizard = self.env['fusion.migration.wizard'].create({})
|
||||
result = wizard._followup_bootstrap_step()
|
||||
self.assertEqual(result['step'], 'followup_bootstrap')
|
||||
# Either Enterprise present or not — both OK
|
||||
self.assertIn(result['enterprise_module_present'], [True, False])
|
||||
|
||||
def test_bootstrap_idempotent(self):
|
||||
wizard = self.env['fusion.migration.wizard'].create({})
|
||||
first = wizard._followup_bootstrap_step()
|
||||
second = wizard._followup_bootstrap_step()
|
||||
# Second run skips what first created (or both no-op)
|
||||
if first['enterprise_module_present']:
|
||||
self.assertGreaterEqual(second['skipped'], first['created'])
|
||||
69
fusion_accounting_followup/tests/test_overdue_aging.py
Normal file
69
fusion_accounting_followup/tests/test_overdue_aging.py
Normal file
@@ -0,0 +1,69 @@
|
||||
from datetime import date, timedelta
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
from odoo.addons.fusion_accounting_followup.services.overdue_aging import (
|
||||
compute_aging, BUCKETS,
|
||||
)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestOverdueAging(TransactionCase):
|
||||
|
||||
def test_empty_lines_returns_zero_buckets(self):
|
||||
report = compute_aging(move_lines=[], as_of=date(2026, 4, 19))
|
||||
self.assertEqual(report.total_amount, 0)
|
||||
self.assertEqual(len(report.buckets), len(BUCKETS))
|
||||
for b in report.buckets:
|
||||
self.assertEqual(b.amount, 0)
|
||||
|
||||
def test_current_bucket_for_future_maturity(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': date(2026, 5, 19), 'amount_residual': 100}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
current = next(b for b in report.buckets if b.name == 'current')
|
||||
self.assertEqual(current.amount, 100)
|
||||
self.assertEqual(report.total_overdue_amount, 0)
|
||||
|
||||
def test_30_day_bucket(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=15), 'amount_residual': 200}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
b = next(b for b in report.buckets if b.name == '1_30')
|
||||
self.assertEqual(b.amount, 200)
|
||||
|
||||
def test_60_day_bucket(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=45), 'amount_residual': 300}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
b = next(b for b in report.buckets if b.name == '31_60')
|
||||
self.assertEqual(b.amount, 300)
|
||||
|
||||
def test_120_plus_bucket(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [{'date_maturity': as_of - timedelta(days=200), 'amount_residual': 500}]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
b = next(b for b in report.buckets if b.name == '120_plus')
|
||||
self.assertEqual(b.amount, 500)
|
||||
|
||||
def test_total_overdue_excludes_current(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [
|
||||
{'date_maturity': as_of + timedelta(days=10), 'amount_residual': 100},
|
||||
{'date_maturity': as_of - timedelta(days=10), 'amount_residual': 200},
|
||||
{'date_maturity': as_of - timedelta(days=50), 'amount_residual': 300},
|
||||
]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
self.assertEqual(report.total_amount, 600)
|
||||
self.assertEqual(report.total_overdue_amount, 500)
|
||||
|
||||
def test_buckets_sum_equals_total(self):
|
||||
as_of = date(2026, 4, 19)
|
||||
lines = [
|
||||
{'date_maturity': as_of + timedelta(days=10), 'amount_residual': 100},
|
||||
{'date_maturity': as_of - timedelta(days=15), 'amount_residual': 200},
|
||||
{'date_maturity': as_of - timedelta(days=75), 'amount_residual': 300},
|
||||
{'date_maturity': as_of - timedelta(days=200), 'amount_residual': 500},
|
||||
]
|
||||
report = compute_aging(move_lines=lines, as_of=as_of)
|
||||
bucket_sum = sum(b.amount for b in report.buckets)
|
||||
self.assertAlmostEqual(bucket_sum, report.total_amount, places=2)
|
||||
100
fusion_accounting_followup/tests/test_performance_benchmarks.py
Normal file
100
fusion_accounting_followup/tests/test_performance_benchmarks.py
Normal file
@@ -0,0 +1,100 @@
|
||||
"""Performance benchmarks tagged 'benchmark'."""
|
||||
|
||||
import json
|
||||
import statistics
|
||||
import time
|
||||
from datetime import date, timedelta
|
||||
|
||||
from odoo.tests.common import HttpCase, TransactionCase, new_test_user
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
def _percentile(samples, p):
|
||||
if len(samples) <= 1:
|
||||
return samples[0] if samples else 0
|
||||
sorted_s = sorted(samples)
|
||||
idx = int(len(sorted_s) * p / 100)
|
||||
return sorted_s[min(idx, len(sorted_s) - 1)]
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'benchmark')
|
||||
class TestEngineBenchmarks(TransactionCase):
|
||||
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
self.engine = self.env['fusion.followup.engine']
|
||||
for seq, name, days, tone in [(601, 'PerfReminder', 7, 'gentle'),
|
||||
(602, 'PerfWarning', 30, 'firm'),
|
||||
(603, 'PerfLegal', 60, 'legal')]:
|
||||
self.env['fusion.followup.level'].create({
|
||||
'name': name, 'sequence': seq,
|
||||
'delay_days': days, 'tone': tone,
|
||||
})
|
||||
|
||||
def test_get_overdue_p95(self):
|
||||
partner = self.env['res.partner'].create({'name': 'PerfPartner'})
|
||||
timings = []
|
||||
for _ in range(10):
|
||||
start = time.perf_counter()
|
||||
self.engine.get_overdue_for_partner(partner)
|
||||
timings.append((time.perf_counter() - start) * 1000)
|
||||
p95 = _percentile(timings, 95)
|
||||
median = statistics.median(timings)
|
||||
msg = f"get_overdue_for_partner: median={median:.0f}ms p95={p95:.0f}ms"
|
||||
print(f"\n PERF: {msg} (target <100ms)")
|
||||
self.assertLess(p95, 1000, f"way over budget: {msg}")
|
||||
|
||||
def test_compute_followup_level_p95(self):
|
||||
partner = self.env['res.partner'].create({'name': 'CompLevelPerf'})
|
||||
timings = []
|
||||
for _ in range(10):
|
||||
start = time.perf_counter()
|
||||
self.engine.compute_followup_level(partner)
|
||||
timings.append((time.perf_counter() - start) * 1000)
|
||||
p95 = _percentile(timings, 95)
|
||||
median = statistics.median(timings)
|
||||
msg = f"compute_followup_level: median={median:.0f}ms p95={p95:.0f}ms"
|
||||
print(f"\n PERF: {msg} (target <50ms)")
|
||||
self.assertLess(p95, 500)
|
||||
|
||||
def test_send_followup_p95(self):
|
||||
partner = self.env['res.partner'].create({
|
||||
'name': 'SendPerf', 'email': 'sp@test.local',
|
||||
})
|
||||
timings = []
|
||||
for _ in range(5):
|
||||
start = time.perf_counter()
|
||||
self.engine.send_followup_email(partner, force=True)
|
||||
timings.append((time.perf_counter() - start) * 1000)
|
||||
p95 = _percentile(timings, 95)
|
||||
median = statistics.median(timings)
|
||||
msg = f"send_followup_email (no overdue): median={median:.0f}ms p95={p95:.0f}ms"
|
||||
print(f"\n PERF: {msg} (target <200ms)")
|
||||
self.assertLess(p95, 2000)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install', 'benchmark')
|
||||
class TestControllerBenchmarks(HttpCase):
|
||||
|
||||
def test_list_overdue_p95(self):
|
||||
new_test_user(self.env, login='fu_perf',
|
||||
groups='base.group_user,account.group_account_invoice,base.group_partner_manager')
|
||||
for i in range(20):
|
||||
self.env['res.partner'].create({'name': f'PerfP{i}'})
|
||||
self.authenticate('fu_perf', 'fu_perf')
|
||||
timings = []
|
||||
for _ in range(5):
|
||||
start = time.perf_counter()
|
||||
response = self.url_open(
|
||||
'/fusion/followup/list_overdue',
|
||||
data=json.dumps({'jsonrpc': '2.0', 'method': 'call', 'id': 1,
|
||||
'params': {'company_id': self.env.company.id}}),
|
||||
headers={'Content-Type': 'application/json'},
|
||||
)
|
||||
timings.append((time.perf_counter() - start) * 1000)
|
||||
self.assertEqual(response.status_code, 200)
|
||||
p95 = _percentile(timings, 95)
|
||||
median = statistics.median(timings)
|
||||
msg = f"controller.list_overdue: median={median:.0f}ms p95={p95:.0f}ms"
|
||||
print(f"\n PERF: {msg} (target <500ms)")
|
||||
self.assertLess(p95, 5000)
|
||||
27
fusion_accounting_followup/tests/test_res_partner_inherit.py
Normal file
27
fusion_accounting_followup/tests/test_res_partner_inherit.py
Normal file
@@ -0,0 +1,27 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestResPartnerFollowup(TransactionCase):
|
||||
|
||||
def test_default_status_no_action(self):
|
||||
partner = self.env['res.partner'].create({'name': 'Default Status'})
|
||||
self.assertEqual(partner.fusion_followup_status, 'no_action')
|
||||
self.assertEqual(partner.fusion_followup_risk_band, 'low')
|
||||
self.assertEqual(partner.fusion_followup_risk_score, 0)
|
||||
|
||||
def test_run_count_reflects_history(self):
|
||||
partner = self.env['res.partner'].create({'name': 'History Partner'})
|
||||
self.assertEqual(partner.fusion_followup_run_count, 0)
|
||||
for _ in range(3):
|
||||
self.env['fusion.followup.run'].create({'partner_id': partner.id})
|
||||
partner.invalidate_recordset(['fusion_followup_run_count', 'fusion_followup_run_ids'])
|
||||
self.assertEqual(partner.fusion_followup_run_count, 3)
|
||||
|
||||
def test_action_view_followup_history_returns_action(self):
|
||||
partner = self.env['res.partner'].create({'name': 'Action Partner'})
|
||||
action = partner.action_view_followup_history()
|
||||
self.assertEqual(action['res_model'], 'fusion.followup.run')
|
||||
self.assertEqual(action['domain'], [('partner_id', '=', partner.id)])
|
||||
self.assertEqual(action['context']['default_partner_id'], partner.id)
|
||||
48
fusion_accounting_followup/tests/test_risk_scorer.py
Normal file
48
fusion_accounting_followup/tests/test_risk_scorer.py
Normal file
@@ -0,0 +1,48 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
from odoo.addons.fusion_accounting_followup.services.risk_scorer import (
|
||||
score_partner, PartnerRiskScore,
|
||||
)
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestRiskScorer(TransactionCase):
|
||||
|
||||
def test_no_history_returns_low(self):
|
||||
result = score_partner()
|
||||
self.assertEqual(result.band, 'low')
|
||||
self.assertLess(result.score, 30)
|
||||
|
||||
def test_chronic_late_pays_returns_high(self):
|
||||
result = score_partner(
|
||||
total_invoices=20, paid_late_count=18,
|
||||
avg_days_late=45, longest_overdue_days=90,
|
||||
open_overdue_amount=15000, average_invoice_amount=2000,
|
||||
)
|
||||
self.assertIn(result.band, ('high', 'critical'))
|
||||
self.assertGreater(len(result.drivers), 0)
|
||||
|
||||
def test_one_off_overdue_returns_medium(self):
|
||||
result = score_partner(
|
||||
total_invoices=10, paid_late_count=1,
|
||||
avg_days_late=20, longest_overdue_days=45,
|
||||
open_overdue_amount=2000, average_invoice_amount=2000,
|
||||
)
|
||||
self.assertIn(result.band, ('low', 'medium'))
|
||||
|
||||
def test_score_capped_at_100(self):
|
||||
result = score_partner(
|
||||
total_invoices=10, paid_late_count=10,
|
||||
avg_days_late=180, longest_overdue_days=300,
|
||||
open_overdue_amount=999999, average_invoice_amount=1000,
|
||||
)
|
||||
self.assertLessEqual(result.score, 100)
|
||||
|
||||
def test_score_floored_at_0(self):
|
||||
result = score_partner()
|
||||
self.assertGreaterEqual(result.score, 0)
|
||||
|
||||
def test_band_thresholds(self):
|
||||
for s, expected_band in [(10, 'low'), (40, 'medium'), (70, 'high'), (90, 'critical')]:
|
||||
r = PartnerRiskScore(score=s, band=expected_band, drivers=[])
|
||||
self.assertEqual(r.band, expected_band)
|
||||
25
fusion_accounting_followup/tests/test_tone_selector.py
Normal file
25
fusion_accounting_followup/tests/test_tone_selector.py
Normal file
@@ -0,0 +1,25 @@
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tests import tagged
|
||||
from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestToneSelector(TransactionCase):
|
||||
|
||||
def test_level_1_default_gentle(self):
|
||||
self.assertEqual(select_tone(level_sequence=1), 'gentle')
|
||||
|
||||
def test_level_2_default_firm(self):
|
||||
self.assertEqual(select_tone(level_sequence=2), 'firm')
|
||||
|
||||
def test_level_3_default_legal(self):
|
||||
self.assertEqual(select_tone(level_sequence=3), 'legal')
|
||||
|
||||
def test_critical_risk_escalates_gentle_to_firm(self):
|
||||
self.assertEqual(select_tone(level_sequence=1, risk_score=85), 'firm')
|
||||
|
||||
def test_extreme_risk_escalates_firm_to_legal(self):
|
||||
self.assertEqual(select_tone(level_sequence=2, risk_score=95), 'legal')
|
||||
|
||||
def test_unknown_level_defaults_gentle(self):
|
||||
self.assertEqual(select_tone(level_sequence=99), 'gentle')
|
||||
69
fusion_accounting_followup/views/menu_views.xml
Normal file
69
fusion_accounting_followup/views/menu_views.xml
Normal file
@@ -0,0 +1,69 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<!-- Top-level menu (visible only when account_followup Enterprise NOT installed) -->
|
||||
<menuitem id="menu_fusion_followup_root"
|
||||
name="Customer Follow-ups"
|
||||
sequence="70"
|
||||
web_icon="fusion_accounting_followup,static/description/icon.png"
|
||||
groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
|
||||
|
||||
<!-- Partners list (gated to overdue) -->
|
||||
<record id="action_fusion_followup_partners" model="ir.actions.act_window">
|
||||
<field name="name">Overdue Customers</field>
|
||||
<field name="res_model">res.partner</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="domain">[('fusion_followup_status', 'in', ('action_due', 'paused', 'blocked', 'with_credit_team'))]</field>
|
||||
<field name="context">{}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">
|
||||
Customer follow-ups
|
||||
</p>
|
||||
<p>
|
||||
AI-augmented dunning sequences for unpaid invoices.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<menuitem id="menu_fusion_followup_partners"
|
||||
name="Overdue Customers"
|
||||
parent="menu_fusion_followup_root"
|
||||
action="action_fusion_followup_partners"
|
||||
sequence="10"
|
||||
groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
|
||||
|
||||
<!-- Levels config -->
|
||||
<record id="action_fusion_followup_levels" model="ir.actions.act_window">
|
||||
<field name="name">Follow-up Levels</field>
|
||||
<field name="res_model">fusion.followup.level</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
</record>
|
||||
|
||||
<menuitem id="menu_fusion_followup_levels"
|
||||
name="Levels"
|
||||
parent="menu_fusion_followup_root"
|
||||
action="action_fusion_followup_levels"
|
||||
sequence="20"
|
||||
groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
|
||||
|
||||
<!-- Run history -->
|
||||
<record id="action_fusion_followup_runs" model="ir.actions.act_window">
|
||||
<field name="name">Follow-up History</field>
|
||||
<field name="res_model">fusion.followup.run</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
</record>
|
||||
|
||||
<menuitem id="menu_fusion_followup_runs"
|
||||
name="History"
|
||||
parent="menu_fusion_followup_root"
|
||||
action="action_fusion_followup_runs"
|
||||
sequence="30"
|
||||
groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
|
||||
|
||||
<!-- Batch wizard -->
|
||||
<menuitem id="menu_fusion_followup_batch"
|
||||
name="Batch Send..."
|
||||
parent="menu_fusion_followup_root"
|
||||
action="action_fusion_batch_followup_wizard"
|
||||
sequence="40"
|
||||
groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
|
||||
</odoo>
|
||||
1
fusion_accounting_followup/wizards/__init__.py
Normal file
1
fusion_accounting_followup/wizards/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import batch_followup_wizard
|
||||
91
fusion_accounting_followup/wizards/batch_followup_wizard.py
Normal file
91
fusion_accounting_followup/wizards/batch_followup_wizard.py
Normal file
@@ -0,0 +1,91 @@
|
||||
"""Batch send follow-ups to selected partners (or all overdue)."""
|
||||
|
||||
from datetime import date
|
||||
|
||||
from odoo import _, api, fields, models
|
||||
from odoo.exceptions import UserError
|
||||
|
||||
|
||||
class FusionBatchFollowupWizard(models.TransientModel):
|
||||
_name = "fusion.batch.followup.wizard"
|
||||
_description = "Batch Send Follow-ups Wizard"
|
||||
|
||||
scope = fields.Selection([
|
||||
('selected', 'Selected partners only'),
|
||||
('all_overdue', 'All overdue partners'),
|
||||
], required=True, default='selected')
|
||||
partner_ids = fields.Many2many('res.partner',
|
||||
default=lambda self: self._default_partner_ids())
|
||||
force = fields.Boolean(string='Force (override pause + manual review)',
|
||||
default=False)
|
||||
auto_resolve_level = fields.Boolean(
|
||||
string='Auto-resolve level',
|
||||
default=True,
|
||||
help="If True, engine picks the appropriate level per partner. "
|
||||
"If False, use the chosen override level for all.")
|
||||
override_level_id = fields.Many2one('fusion.followup.level')
|
||||
|
||||
# Results
|
||||
state = fields.Selection([('draft', 'Draft'), ('done', 'Done')], default='draft')
|
||||
sent_count = fields.Integer(readonly=True)
|
||||
skipped_count = fields.Integer(readonly=True)
|
||||
error_count = fields.Integer(readonly=True)
|
||||
summary = fields.Text(readonly=True)
|
||||
|
||||
@api.model
|
||||
def _default_partner_ids(self):
|
||||
ctx = self.env.context
|
||||
if ctx.get('active_model') == 'res.partner':
|
||||
return ctx.get('active_ids', [])
|
||||
return []
|
||||
|
||||
def action_run(self):
|
||||
self.ensure_one()
|
||||
if self.scope == 'selected' and not self.partner_ids:
|
||||
raise UserError(_("No partners selected."))
|
||||
|
||||
partners = self.partner_ids
|
||||
if self.scope == 'all_overdue':
|
||||
Line = self.env['account.move.line'].sudo()
|
||||
overdue_partner_ids = Line.search([
|
||||
('parent_state', '=', 'posted'),
|
||||
('account_id.account_type', '=', 'asset_receivable'),
|
||||
('reconciled', '=', False),
|
||||
('amount_residual', '>', 0),
|
||||
('date_maturity', '<', date.today()),
|
||||
('company_id', '=', self.env.company.id),
|
||||
]).mapped('partner_id').ids
|
||||
partners = self.env['res.partner'].sudo().browse(overdue_partner_ids)
|
||||
|
||||
engine = self.env['fusion.followup.engine']
|
||||
sent = 0
|
||||
skipped = 0
|
||||
errors = []
|
||||
for partner in partners:
|
||||
try:
|
||||
with self.env.cr.savepoint():
|
||||
level = self.override_level_id if not self.auto_resolve_level else None
|
||||
result = engine.send_followup_email(
|
||||
partner, level=level, force=self.force)
|
||||
status = result.get('status', '')
|
||||
if status == 'sent':
|
||||
sent += 1
|
||||
else:
|
||||
skipped += 1
|
||||
except Exception as e:
|
||||
errors.append(f"{partner.name}: {e}")
|
||||
|
||||
self.write({
|
||||
'state': 'done',
|
||||
'sent_count': sent,
|
||||
'skipped_count': skipped,
|
||||
'error_count': len(errors),
|
||||
'summary': '\n'.join(errors[:20]) if errors else False,
|
||||
})
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_model': self._name,
|
||||
'res_id': self.id,
|
||||
'view_mode': 'form',
|
||||
'target': 'new',
|
||||
}
|
||||
@@ -0,0 +1,44 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<record id="view_fusion_batch_followup_wizard_form" model="ir.ui.view">
|
||||
<field name="name">fusion.batch.followup.wizard.form</field>
|
||||
<field name="model">fusion.batch.followup.wizard</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Batch Follow-ups">
|
||||
<group invisible="state == 'done'">
|
||||
<field name="scope" widget="radio"/>
|
||||
<field name="partner_ids" widget="many2many_tags"
|
||||
invisible="scope != 'selected'"
|
||||
required="scope == 'selected'"/>
|
||||
<field name="auto_resolve_level"/>
|
||||
<field name="override_level_id"
|
||||
options="{'no_create': True}"
|
||||
invisible="auto_resolve_level"
|
||||
required="not auto_resolve_level"/>
|
||||
<field name="force"/>
|
||||
</group>
|
||||
<group invisible="state != 'done'" string="Results">
|
||||
<field name="sent_count"/>
|
||||
<field name="skipped_count"/>
|
||||
<field name="error_count"/>
|
||||
<field name="summary"/>
|
||||
</group>
|
||||
<field name="state" invisible="1"/>
|
||||
<footer>
|
||||
<button name="action_run" type="object" string="Run"
|
||||
class="btn-primary" invisible="state == 'done'"/>
|
||||
<button special="cancel" string="Close"/>
|
||||
</footer>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_fusion_batch_followup_wizard" model="ir.actions.act_window">
|
||||
<field name="name">Batch Send Follow-ups</field>
|
||||
<field name="res_model">fusion.batch.followup.wizard</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
<field name="binding_model_id" ref="base.model_res_partner"/>
|
||||
<field name="binding_view_types">list</field>
|
||||
</record>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user