feat(fusion_accounting_followup): batch send follow-ups wizard

Made-with: Cursor

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.25',
+    'version': '19.0.1.0.26',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """
@@ -36,6 +36,7 @@ menu hides; the engine + AI tools remain available for the chat.
         'data/cron.xml',
         'data/followup_levels_data.xml',
         'data/mail_templates_data.xml',
+        'wizards/batch_followup_wizard_views.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_accounting_followup/security/ir.model.access.csv

@@ -5,3 +5,4 @@ access_fusion_followup_run_user,fusion.followup.run.user,model_fusion_followup_r
 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

fusion_accounting_followup/tests/__init__.py

@@ -17,3 +17,4 @@ 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

fusion_accounting_followup/tests/test_batch_followup_wizard.py

@@ -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)

fusion_accounting_followup/wizards/__init__.py

@@ -0,0 +1 @@
+from . import batch_followup_wizard

fusion_accounting_followup/wizards/batch_followup_wizard.py

@@ -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',
+        }

fusion_accounting_followup/wizards/batch_followup_wizard_views.xml

@@ -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>