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gsinghpal
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Fusion Accounting/models/res_partner_followup.py
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Fusion Accounting/models/res_partner_followup.py
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# Part of Fusion Accounting. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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class FusionPartnerFollowup(models.Model):
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"""Extends the partner model with payment follow-up capabilities.
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Adds fields and methods for tracking overdue invoices, determining
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the appropriate follow-up level, and launching the follow-up
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workflow directly from the partner form.
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"""
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_inherit = 'res.partner'
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# ---- Follow-up Fields ----
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followup_level_id = fields.Many2one(
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comodel_name='fusion.followup.level',
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string="Follow-up Level",
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company_dependent=True,
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tracking=True,
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help="Current follow-up escalation level for this partner.",
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)
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followup_next_action_date = fields.Date(
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string="Next Follow-up Date",
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company_dependent=True,
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tracking=True,
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help="Date on which the next follow-up action should be performed.",
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)
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followup_responsible_id = fields.Many2one(
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comodel_name='res.users',
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string="Follow-up Responsible",
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company_dependent=True,
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tracking=True,
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help="User responsible for managing payment collection for this partner.",
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)
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# ---- Computed Indicators ----
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fusion_overdue_amount = fields.Monetary(
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string="Total Overdue Amount",
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compute='_compute_fusion_overdue_amount',
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currency_field='currency_id',
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help="Total amount of overdue receivables for the current company.",
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)
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fusion_overdue_count = fields.Integer(
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string="Overdue Invoice Count",
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compute='_compute_fusion_overdue_amount',
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help="Number of overdue invoices for the current company.",
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)
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# --------------------------------------------------
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# Computed Fields
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# --------------------------------------------------
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@api.depends('credit')
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def _compute_fusion_overdue_amount(self):
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"""Compute the total overdue receivable amount and invoice count.
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Uses the receivable move lines that are posted, unreconciled,
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and past their maturity date.
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"""
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today = fields.Date.context_today(self)
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for partner in self:
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overdue_data = partner.get_overdue_invoices()
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partner.fusion_overdue_amount = sum(
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line.amount_residual for line in overdue_data
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)
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partner.fusion_overdue_count = len(overdue_data.mapped('move_id'))
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# --------------------------------------------------
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# Public Methods
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# --------------------------------------------------
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def get_overdue_invoices(self):
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"""Return unpaid receivable move lines that are past due.
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Searches for posted, unreconciled journal items on receivable
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accounts where the maturity date is earlier than today.
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:returns: An ``account.move.line`` recordset.
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"""
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self.ensure_one()
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today = fields.Date.context_today(self)
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return self.env['account.move.line'].search([
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('partner_id', '=', self.commercial_partner_id.id),
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('company_id', '=', self.env.company.id),
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('account_id.account_type', '=', 'asset_receivable'),
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('parent_state', '=', 'posted'),
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('reconciled', '=', False),
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('date_maturity', '<', today),
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])
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def get_overdue_amount(self):
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"""Return the total overdue receivable amount for this partner.
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:returns: A float representing the overdue monetary amount.
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"""
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self.ensure_one()
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overdue_lines = self.get_overdue_invoices()
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return sum(overdue_lines.mapped('amount_residual'))
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def action_open_followup(self):
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"""Open the follow-up form view for this partner.
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Locates or creates the ``fusion.followup.line`` record for the
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current partner and company, then opens the form view for it.
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:returns: An ``ir.actions.act_window`` dictionary.
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"""
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self.ensure_one()
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followup_line = self.env['fusion.followup.line'].search([
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('partner_id', '=', self.id),
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('company_id', '=', self.env.company.id),
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], limit=1)
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if not followup_line:
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# Assign first level automatically
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first_level = self.env['fusion.followup.level'].search([
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('company_id', '=', self.env.company.id),
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], order='sequence, id', limit=1)
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followup_line = self.env['fusion.followup.line'].create({
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'partner_id': self.id,
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'company_id': self.env.company.id,
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'followup_level_id': first_level.id if first_level else False,
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})
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return {
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'type': 'ir.actions.act_window',
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'name': _("Payment Follow-up: %s", self.display_name),
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'res_model': 'fusion.followup.line',
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'res_id': followup_line.id,
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'view_mode': 'form',
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'target': 'current',
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}
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# --------------------------------------------------
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# Scheduled Actions
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# --------------------------------------------------
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@api.model
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def compute_partners_needing_followup(self):
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"""Scheduled action: find partners with overdue invoices and create
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or update their follow-up tracking records.
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This method is called daily by ``ir.cron``. It scans for partners
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that have at least one overdue receivable and ensures each one has
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a ``fusion.followup.line`` record. Existing records are refreshed
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so their computed fields stay current.
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:returns: ``True``
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"""
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today = fields.Date.context_today(self)
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companies = self.env['res.company'].search([])
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for company in companies:
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# Find partners with overdue receivables in this company
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overdue_lines = self.env['account.move.line'].search([
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('company_id', '=', company.id),
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('account_id.account_type', '=', 'asset_receivable'),
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('parent_state', '=', 'posted'),
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('reconciled', '=', False),
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('date_maturity', '<', today),
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('amount_residual', '>', 0),
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])
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partner_ids = overdue_lines.mapped(
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'partner_id.commercial_partner_id'
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).ids
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if not partner_ids:
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continue
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# Fetch existing tracking records for these partners
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existing_lines = self.env['fusion.followup.line'].search([
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('partner_id', 'in', partner_ids),
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('company_id', '=', company.id),
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])
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existing_partner_ids = existing_lines.mapped('partner_id').ids
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# Determine the first follow-up level for new records
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first_level = self.env['fusion.followup.level'].search([
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('company_id', '=', company.id),
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], order='sequence, id', limit=1)
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# Create tracking records for partners that don't have one yet
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new_partner_ids = set(partner_ids) - set(existing_partner_ids)
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if new_partner_ids:
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self.env['fusion.followup.line'].create([{
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'partner_id': pid,
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'company_id': company.id,
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'followup_level_id': first_level.id if first_level else False,
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} for pid in new_partner_ids])
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# Refresh computed fields on all relevant records
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all_lines = self.env['fusion.followup.line'].search([
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('partner_id', 'in', partner_ids),
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('company_id', '=', company.id),
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])
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all_lines.compute_followup_status()
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return True
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