admin/Odoo-Modules
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

changes

Browse Source
This commit is contained in:
gsinghpal
2026-04-04 15:37:16 -04:00
parent c66bdf5089
commit 3cc93b8783
36 changed files with 3278 additions and 548 deletions
Download Patch File Download Diff File Expand all files Collapse all files

116
fusion_accounting/models/accounting_dashboard.py
View File

@@ -209,59 +209,111 @@ class FusionAccountingDashboard(models.TransientModel):
def _compute_action_centre(self):
for rec in self:
attention = []
today = fields.Date.today()
unrecon = self.env['account.bank.statement.line'].search_count([
('is_reconciled', '=', False),
('company_id', '=', rec.company_id.id),
])
if unrecon > 0:
attention.append({
'priority': 1,
'title': f'{unrecon} unreconciled bank lines',
'domain': 'bank_reconciliation',
'action': 'Review and reconcile bank statement lines',
})
overdue = self.env['account.move'].search_count([
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('payment_state', 'in', ('not_paid', 'partial')),
('invoice_date_due', '<', fields.Date.today()),
('company_id', '=', rec.company_id.id),
])
if overdue > 0:
attention.append({
'priority': 2,
'title': f'{overdue} overdue customer invoices',
'domain': 'accounts_receivable',
'action': 'Send follow-up reminders',
})
# Pending AI approvals (highest priority)
pending = self.env['fusion.accounting.match.history'].search_count([
('decision', '=', 'pending'),
('company_id', '=', rec.company_id.id),
])
if pending > 0:
attention.append({
'priority': 0,
'title': f'{pending} AI actions awaiting approval',
'priority': 0, 'severity': 'danger',
'title': f'{pending} AI actions awaiting your approval',
'domain': 'audit',
'action': 'Review and approve/reject pending actions',
'action': 'Review and approve or reject pending actions',
'prompt': 'Show me all pending approval actions',
})
# Unreconciled bank lines
unrecon = self.env['account.bank.statement.line'].search_count([
('is_reconciled', '=', False),
('company_id', '=', rec.company_id.id),
])
if unrecon > 0:
attention.append({
'priority': 1, 'severity': 'warning',
'title': f'{unrecon} unreconciled bank lines',
'domain': 'bank_reconciliation',
'action': 'Review and reconcile bank statement lines',
'prompt': 'Show me unreconciled bank lines across all journals with a breakdown by journal',
})
# Overdue customer invoices
overdue = self.env['account.move'].search_count([
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('payment_state', 'in', ('not_paid', 'partial')),
('invoice_date_due', '<', today),
('company_id', '=', rec.company_id.id),
])
if overdue > 0:
attention.append({
'priority': 2, 'severity': 'warning',
'title': f'{overdue} overdue customer invoices',
'domain': 'accounts_receivable',
'action': 'Send follow-up reminders',
'prompt': 'Show me overdue invoices sorted by amount',
})
# Unpaid vendor bills due this week
week_end = today + timedelta(days=7)
due_bills = self.env['account.move'].search_count([
('move_type', '=', 'in_invoice'),
('state', '=', 'posted'),
('payment_state', 'in', ('not_paid', 'partial')),
('invoice_date_due', '<=', week_end),
('invoice_date_due', '>=', today),
('company_id', '=', rec.company_id.id),
])
if due_bills > 0:
attention.append({
'priority': 3, 'severity': 'info',
'title': f'{due_bills} vendor bills due this week',
'domain': 'accounts_payable',
'action': 'Review upcoming payments',
'prompt': f'Show me vendor bills due between {today} and {week_end}',
})
# Stale draft entries
drafts = self.env['account.move'].search_count([
('state', '=', 'draft'),
('date', '<=', fields.Date.today() - timedelta(days=30)),
('date', '<=', today - timedelta(days=30)),
('company_id', '=', rec.company_id.id),
])
if drafts > 0:
attention.append({
'priority': 3,
'priority': 4, 'severity': 'muted',
'title': f'{drafts} stale draft entries (30+ days)',
'domain': 'journal_review',
'action': 'Post or delete stale draft entries',
'prompt': 'Find all stale draft entries older than 30 days',
})
# Unmatched customer payments (on outstanding receipts accounts)
try:
outstanding_accts = self.env['account.account'].search([
('name', 'ilike', 'outstanding receipt'),
('company_ids', 'in', rec.company_id.id),
])
if outstanding_accts:
unmatched_payments = self.env['account.move.line'].search_count([
('account_id', 'in', outstanding_accts.ids),
('parent_state', '=', 'posted'),
('reconciled', '=', False),
('company_id', '=', rec.company_id.id),
])
if unmatched_payments > 0:
attention.append({
'priority': 5, 'severity': 'info',
'title': f'{unmatched_payments} unmatched customer payments',
'domain': 'accounts_receivable',
'action': 'Match payments to invoices',
'prompt': 'Show me unmatched customer payments that need to be applied to invoices',
})
except Exception:
pass
attention.sort(key=lambda x: x['priority'])
rec.needs_attention_json = json.dumps(attention)