feat(fusion_accounting_followup): batch send follow-ups wizard

Made-with: Cursor

fusion_accounting_followup/wizards/__init__.py

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+from . import batch_followup_wizard

fusion_accounting_followup/wizards/batch_followup_wizard.py

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+"""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

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+<?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>