feat(fusion_accounting_followup): batch send follow-ups wizard

Made-with: Cursor
2026-04-19 21:28:58 -04:00
parent 4ee261e189
commit 2ec90a50b0
7 changed files with 177 additions and 1 deletions
--- a/fusion_accounting_followup/wizards/batch_followup_wizard.py
+++ b/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',
+        }