feat(fusion_accounting_assets): asset creation wizard with AI useful-life suggest

Made-with: Cursor

fusion_accounting_assets/__init__.py

@@ -1,3 +1,4 @@
 from . import models
 from . import services
 from . import controllers
+from . import wizards

fusion_accounting_assets/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Assets',
-    'version': '19.0.1.0.26',
+    'version': '19.0.1.0.27',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented asset management with depreciation schedules.',
     'description': """
@@ -34,6 +34,7 @@ menu hides; the engine + AI tools remain available for the chat.
     'data': [
         'security/ir.model.access.csv',
         'data/cron.xml',
+        'wizards/create_asset_wizard_views.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_accounting_assets/security/ir.model.access.csv

@@ -9,3 +9,4 @@ access_fusion_asset_disposal_user,fusion.asset.disposal.user,model_fusion_asset_
 access_fusion_asset_disposal_admin,fusion.asset.disposal.admin,model_fusion_asset_disposal,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
 access_fusion_asset_anomaly_user,fusion.asset.anomaly.user,model_fusion_asset_anomaly,base.group_user,1,0,0,0
 access_fusion_asset_anomaly_admin,fusion.asset.anomaly.admin,model_fusion_asset_anomaly,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_create_asset_wizard_user,fusion.create.asset.wizard.user,model_fusion_create_asset_wizard,base.group_user,1,1,1,0

fusion_accounting_assets/tests/__init__.py

@@ -19,3 +19,4 @@ from . import test_engine_property
 from . import test_method_integration
 from . import test_asset_book_values_mv
 from . import test_performance_benchmarks
+from . import test_create_asset_wizard

fusion_accounting_assets/tests/test_create_asset_wizard.py

@@ -0,0 +1,62 @@
+from datetime import date
+
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+
+@tagged('post_install', '-at_install')
+class TestCreateAssetWizard(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.env['ir.config_parameter'].sudo().search([
+            ('key', 'in', ['fusion_accounting.provider.asset_useful_life',
+                           'fusion_accounting.provider.default'])
+        ]).unlink()
+
+    def test_create_minimal_asset(self):
+        wizard = self.env['fusion.create.asset.wizard'].create({
+            'name': 'Test Asset',
+            'cost': 5000,
+            'method': 'straight_line',
+            'useful_life_years': 5,
+            'acquisition_date': date(2026, 1, 1),
+            'source_invoice_line_id': False,
+        })
+        action = wizard.action_create_asset()
+        self.assertEqual(action['res_model'], 'fusion.asset')
+        asset = self.env['fusion.asset'].browse(action['res_id'])
+        self.assertEqual(asset.name, 'Test Asset')
+        self.assertEqual(asset.cost, 5000)
+
+    def test_ai_suggest_fills_fields(self):
+        wizard = self.env['fusion.create.asset.wizard'].create({
+            'name': 'Dell laptop',
+            'cost': 2000,
+            'method': 'straight_line',
+            'useful_life_years': 5,
+            'acquisition_date': date(2026, 1, 1),
+        })
+        wizard.action_ai_suggest()
+        self.assertEqual(wizard.ai_suggested_years, 4)
+        self.assertEqual(wizard.useful_life_years, 4)
+
+    def test_category_onchange_pre_fills(self):
+        category = self.env['fusion.asset.category'].create({
+            'name': 'Test Category',
+            'method': 'declining_balance',
+            'useful_life_years': 7,
+            'declining_rate_pct': 25.0,
+            'salvage_value_pct': 10.0,
+        })
+        wizard = self.env['fusion.create.asset.wizard'].new({
+            'name': 'Test', 'cost': 10000,
+            'method': 'straight_line', 'useful_life_years': 5,
+            'acquisition_date': date(2026, 1, 1),
+            'category_id': category.id,
+        })
+        wizard._onchange_category_id()
+        self.assertEqual(wizard.method, 'declining_balance')
+        self.assertEqual(wizard.useful_life_years, 7)
+        self.assertEqual(wizard.declining_rate_pct, 25.0)
+        self.assertAlmostEqual(wizard.salvage_value, 1000, places=2)

fusion_accounting_assets/wizards/__init__.py

@@ -0,0 +1 @@
+from . import create_asset_wizard

fusion_accounting_assets/wizards/create_asset_wizard.py

@@ -0,0 +1,133 @@
+"""Create-asset-from-invoice-line wizard.
+
+Reads an account.move.line as the source, pre-fills name/cost/category,
+and optionally calls the AI useful-life predictor for suggestions."""
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+from ..services.useful_life_predictor import predict_useful_life
+
+
+class FusionCreateAssetWizard(models.TransientModel):
+    _name = "fusion.create.asset.wizard"
+    _description = "Create Fusion Asset from Invoice Line"
+
+    source_invoice_line_id = fields.Many2one(
+        'account.move.line', string='Source Invoice Line',
+        default=lambda self: self._default_source_line(),
+    )
+    name = fields.Char(required=True)
+    cost = fields.Monetary(required=True)
+    salvage_value = fields.Monetary(default=0.0)
+    currency_id = fields.Many2one(
+        'res.currency', required=True,
+        default=lambda self: self.env.company.currency_id,
+    )
+    category_id = fields.Many2one('fusion.asset.category')
+    method = fields.Selection([
+        ('straight_line', 'Straight Line'),
+        ('declining_balance', 'Declining Balance'),
+        ('units_of_production', 'Units of Production'),
+    ], required=True, default='straight_line')
+    useful_life_years = fields.Integer(default=5)
+    declining_rate_pct = fields.Float(default=20.0)
+    acquisition_date = fields.Date(required=True, default=fields.Date.today)
+    in_service_date = fields.Date(default=fields.Date.today)
+
+    ai_suggested_years = fields.Integer(readonly=True)
+    ai_suggested_method = fields.Char(readonly=True)
+    ai_rationale = fields.Text(readonly=True)
+    ai_confidence = fields.Float(readonly=True)
+
+    @api.model
+    def _default_source_line(self):
+        ctx = self.env.context
+        if ctx.get('active_model') == 'account.move.line':
+            return ctx.get('active_id')
+        return False
+
+    @api.onchange('source_invoice_line_id')
+    def _onchange_source_invoice_line_id(self):
+        if not self.source_invoice_line_id:
+            return
+        line = self.source_invoice_line_id
+        if not self.name:
+            self.name = line.name or line.move_id.name or 'New Asset'
+        if not self.cost:
+            self.cost = abs(line.balance) if line.balance else (line.price_unit * line.quantity)
+        if line.currency_id and not self.currency_id:
+            self.currency_id = line.currency_id
+
+    @api.onchange('category_id')
+    def _onchange_category_id(self):
+        if self.category_id:
+            self.method = self.category_id.method
+            self.useful_life_years = self.category_id.useful_life_years
+            self.declining_rate_pct = self.category_id.declining_rate_pct
+            if self.category_id.salvage_value_pct and self.cost:
+                self.salvage_value = round(
+                    self.cost * self.category_id.salvage_value_pct / 100, 2)
+
+    def action_ai_suggest(self):
+        """Call AI useful-life predictor."""
+        self.ensure_one()
+        if not self.name and not self.source_invoice_line_id:
+            raise UserError(_("Need a name or source invoice line first."))
+        description = self.name
+        if self.source_invoice_line_id and self.source_invoice_line_id.name:
+            description = self.source_invoice_line_id.name
+        partner_name = None
+        if self.source_invoice_line_id and self.source_invoice_line_id.partner_id:
+            partner_name = self.source_invoice_line_id.partner_id.name
+
+        suggestion = predict_useful_life(
+            self.env, description=description,
+            amount=self.cost, partner_name=partner_name,
+        )
+        self.write({
+            'ai_suggested_years': suggestion.get('useful_life_years'),
+            'ai_suggested_method': suggestion.get('depreciation_method'),
+            'ai_rationale': suggestion.get('rationale'),
+            'ai_confidence': suggestion.get('confidence'),
+            'useful_life_years': suggestion.get('useful_life_years'),
+            'method': suggestion.get('depreciation_method'),
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }
+
+    def action_create_asset(self):
+        """Create the fusion.asset record + link to source invoice line."""
+        self.ensure_one()
+        if not self.cost:
+            raise UserError(_("Cost is required."))
+        Asset = self.env['fusion.asset']
+        asset = Asset.create({
+            'name': self.name,
+            'cost': self.cost,
+            'salvage_value': self.salvage_value,
+            'currency_id': self.currency_id.id,
+            'category_id': self.category_id.id if self.category_id else False,
+            'method': self.method,
+            'useful_life_years': self.useful_life_years,
+            'declining_rate_pct': self.declining_rate_pct,
+            'acquisition_date': self.acquisition_date,
+            'in_service_date': self.in_service_date,
+            'source_invoice_line_id': self.source_invoice_line_id.id if self.source_invoice_line_id else False,
+            'company_id': self.env.company.id,
+        })
+        if self.source_invoice_line_id:
+            self.source_invoice_line_id.fusion_asset_id = asset.id
+
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.asset',
+            'res_id': asset.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }

fusion_accounting_assets/wizards/create_asset_wizard_views.xml

@@ -0,0 +1,54 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fusion_create_asset_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.create.asset.wizard.form</field>
+        <field name="model">fusion.create.asset.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Create Fixed Asset">
+                <group>
+                    <group string="Basics">
+                        <field name="name"/>
+                        <field name="source_invoice_line_id"
+                               options="{'no_create': True}"
+                               readonly="source_invoice_line_id"/>
+                        <field name="cost"/>
+                        <field name="currency_id" invisible="1"/>
+                        <field name="salvage_value"/>
+                        <field name="category_id" options="{'no_create': True}"/>
+                    </group>
+                    <group string="Depreciation">
+                        <field name="method"/>
+                        <field name="useful_life_years"
+                               invisible="method == 'units_of_production'"/>
+                        <field name="declining_rate_pct"
+                               invisible="method != 'declining_balance'"/>
+                        <field name="acquisition_date"/>
+                        <field name="in_service_date"/>
+                    </group>
+                </group>
+                <group string="AI Suggestion" invisible="not ai_suggested_years">
+                    <field name="ai_suggested_years" readonly="1"/>
+                    <field name="ai_suggested_method" readonly="1"/>
+                    <field name="ai_rationale" readonly="1"/>
+                    <field name="ai_confidence" readonly="1"/>
+                </group>
+                <footer>
+                    <button name="action_ai_suggest" type="object"
+                            string="AI Suggest" class="btn-secondary"/>
+                    <button name="action_create_asset" type="object"
+                            string="Create Asset" class="btn-primary"/>
+                    <button special="cancel" string="Cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_create_asset_wizard" model="ir.actions.act_window">
+        <field name="name">Create Asset from Invoice</field>
+        <field name="res_model">fusion.create.asset.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="binding_model_id" ref="account.model_account_move_line"/>
+        <field name="binding_view_types">list</field>
+    </record>
+</odoo>