feat(fusion_accounting_followup): migration wizard backfill from account_followup

Made-with: Cursor

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.26',
+    'version': '19.0.1.0.27',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """
@@ -28,6 +28,7 @@ menu hides; the engine + AI tools remain available for the chat.
     'depends': [
         'fusion_accounting_core',
         'fusion_accounting_ai',
+        'fusion_accounting_migration',
         'account',
         'mail',
     ],

fusion_accounting_followup/models/__init__.py

@@ -5,3 +5,4 @@ from . import res_partner
 from . import account_move_line
 from . import fusion_followup_engine
 from . import fusion_followup_cron
+from . import fusion_migration_wizard

fusion_accounting_followup/models/fusion_migration_wizard.py

@@ -0,0 +1,80 @@
+"""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
+
+        # Map Enterprise tone-ish fields to ours
+        for ee in ee_records:
+            try:
+                # Idempotency: skip if a level with same sequence + name already exists
+                seq = getattr(ee, 'sequence', None) or 50
+                name = getattr(ee, 'name', None) or f"Migrated Level {seq}"
+                existing = FusionLevel.search([
+                    ('sequence', '=', seq),
+                    ('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 seq <= 1 else 'firm' if seq <= 2 else 'legal'
+
+                FusionLevel.create({
+                    'name': name,
+                    'sequence': seq + 100,  # offset so we don't clash with seeded defaults
+                    'delay_days': delay,
+                    'tone': tone,
+                    'active': True,
+                })
+                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

fusion_accounting_followup/tests/__init__.py

@@ -18,3 +18,4 @@ 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

fusion_accounting_followup/tests/test_migration_round_trip.py

@@ -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'])