feat(fusion_accounting_followup): inherit res.partner with follow-up state

Made-with: Cursor

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.8',
+    'version': '19.0.1.0.9',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """

fusion_accounting_followup/models/__init__.py

@@ -1,3 +1,4 @@
 from . import fusion_followup_level
 from . import fusion_followup_run
 from . import fusion_followup_text_cache
+from . import res_partner

fusion_accounting_followup/models/res_partner.py

@@ -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},
+        }

fusion_accounting_followup/tests/__init__.py

@@ -6,3 +6,4 @@ 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

fusion_accounting_followup/tests/test_res_partner_inherit.py

@@ -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)