changes

fusion_accounting/services/tools/accounts_receivable.py

@@ -0,0 +1,165 @@
+import logging
+from odoo import fields
+
+_logger = logging.getLogger(__name__)
+
+
+def get_ar_aging(env, params):
+    today = fields.Date.today()
+    domain = [
+        ('account_id.account_type', '=', 'asset_receivable'),
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('company_id', '=', env.company.id),
+    ]
+    amls = env['account.move.line'].search(domain)
+
+    buckets = {'current': 0, '1_30': 0, '31_60': 0, '61_90': 0, '90_plus': 0}
+    for aml in amls:
+        if not aml.date_maturity or aml.date_maturity >= today:
+            buckets['current'] += aml.amount_residual
+        else:
+            days = (today - aml.date_maturity).days
+            if days <= 30:
+                buckets['1_30'] += aml.amount_residual
+            elif days <= 60:
+                buckets['31_60'] += aml.amount_residual
+            elif days <= 90:
+                buckets['61_90'] += aml.amount_residual
+            else:
+                buckets['90_plus'] += aml.amount_residual
+
+    return {
+        'total': sum(buckets.values()),
+        'buckets': buckets,
+        'line_count': len(amls),
+    }
+
+
+def get_overdue_invoices(env, params):
+    today = fields.Date.today()
+    days_overdue = int(params.get('min_days_overdue', 1))
+    from datetime import timedelta
+    cutoff = today - timedelta(days=days_overdue)
+    invoices = env['account.move'].search([
+        ('move_type', '=', 'out_invoice'),
+        ('state', '=', 'posted'),
+        ('payment_state', 'in', ('not_paid', 'partial')),
+        ('invoice_date_due', '<', cutoff),
+        ('company_id', '=', env.company.id),
+    ], order='invoice_date_due asc', limit=int(params.get('limit', 50)))
+    return {
+        'count': len(invoices),
+        'invoices': [{
+            'id': inv.id,
+            'name': inv.name,
+            'partner': inv.partner_id.name if inv.partner_id else '',
+            'email': inv.partner_id.email or '' if inv.partner_id else '',
+            'phone': inv.partner_id.phone or '' if inv.partner_id else '',
+            'amount_total': inv.amount_total,
+            'amount_residual': inv.amount_residual,
+            'date_due': str(inv.invoice_date_due),
+            'days_overdue': (today - inv.invoice_date_due).days,
+        } for inv in invoices],
+    }
+
+
+def get_partner_balance(env, params):
+    partner_id = int(params['partner_id'])
+    partner = env['res.partner'].browse(partner_id)
+    if not partner.exists():
+        return {'error': 'Partner not found'}
+    amls = env['account.move.line'].search([
+        ('partner_id', '=', partner_id),
+        ('account_id.account_type', '=', 'asset_receivable'),
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('company_id', '=', env.company.id),
+    ])
+    return {
+        'partner': partner.name,
+        'balance': sum(aml.amount_residual for aml in amls),
+        'open_items': [{
+            'id': aml.id,
+            'ref': aml.ref or aml.move_id.name,
+            'date': str(aml.date),
+            'amount_residual': aml.amount_residual,
+            'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
+        } for aml in amls],
+    }
+
+
+def send_followup(env, params):
+    partner_id = int(params['partner_id'])
+    partner = env['res.partner'].browse(partner_id)
+    if not partner.exists():
+        return {'error': 'Partner not found'}
+    options = {
+        'partner_id': partner_id,
+        'email': params.get('send_email', False),
+        'print': params.get('print_letter', False),
+        'sms': False,
+    }
+    if params.get('email_subject'):
+        options['email_subject'] = params['email_subject']
+    if params.get('body'):
+        options['body'] = params['body']
+    result = partner.execute_followup(options)
+    return {'status': 'sent', 'partner': partner.name, 'result': str(result) if result else 'done'}
+
+
+def get_followup_report(env, params):
+    partner_id = int(params['partner_id'])
+    partner = env['res.partner'].browse(partner_id)
+    if not partner.exists():
+        return {'error': 'Partner not found'}
+    try:
+        report = env['account.followup.report']
+        html = report._get_followup_report_html(partner)
+        return {'partner': partner.name, 'html': html}
+    except Exception as e:
+        return {'error': str(e)}
+
+
+def reconcile_payment_to_invoice(env, params):
+    move_line_ids = [int(x) for x in params['move_line_ids']]
+    amls = env['account.move.line'].browse(move_line_ids)
+    if len(amls) < 2:
+        return {'error': 'Need at least 2 journal items to reconcile'}
+    amls.reconcile()
+    return {
+        'status': 'reconciled',
+        'move_line_ids': move_line_ids,
+    }
+
+
+def get_unmatched_payments(env, params):
+    domain = [
+        ('account_id.account_type', '=', 'asset_receivable'),
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('move_id.payment_id', '!=', False),
+        ('company_id', '=', env.company.id),
+    ]
+    amls = env['account.move.line'].search(domain, order='date desc')
+    return {
+        'count': len(amls),
+        'payments': [{
+            'id': aml.id,
+            'date': str(aml.date),
+            'ref': aml.ref or aml.move_id.name,
+            'partner': aml.partner_id.name if aml.partner_id else '',
+            'amount': abs(aml.amount_residual),
+        } for aml in amls[:50]],
+    }
+
+
+TOOLS = {
+    'get_ar_aging': get_ar_aging,
+    'get_overdue_invoices': get_overdue_invoices,
+    'get_partner_balance': get_partner_balance,
+    'send_followup': send_followup,
+    'get_followup_report': get_followup_report,
+    'reconcile_payment_to_invoice': reconcile_payment_to_invoice,
+    'get_unmatched_payments': get_unmatched_payments,
+}