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feat(fusion_accounting_followup): seed 3 default follow-up levels

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Made-with: Cursor
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gsinghpal
2026-04-19 21:27:33 -04:00
parent 474485f963
commit ab3fcc56db
2 changed files with 34 additions and 1 deletions
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3
fusion_accounting_followup/__manifest__.py
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@@ -1,6 +1,6 @@
{ {
'name': 'Fusion Accounting Follow-up', 'name': 'Fusion Accounting Follow-up',
'version': '19.0.1.0.23', 'version': '19.0.1.0.24',
'category': 'Accounting/Accounting', 'category': 'Accounting/Accounting',
'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.', 'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
'description': """ 'description': """
@@ -34,6 +34,7 @@ menu hides; the engine + AI tools remain available for the chat.
'data': [ 'data': [
'security/ir.model.access.csv', 'security/ir.model.access.csv',
'data/cron.xml', 'data/cron.xml',
'data/followup_levels_data.xml',
], ],
'assets': { 'assets': {
'web.assets_backend': [ 'web.assets_backend': [

32
fusion_accounting_followup/data/followup_levels_data.xml Normal file
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@@ -0,0 +1,32 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="level_reminder" model="fusion.followup.level">
<field name="name">Friendly Reminder</field>
<field name="sequence">1</field>
<field name="delay_days">7</field>
<field name="tone">gentle</field>
<field name="description">First contact - friendly reminder of overdue invoice.</field>
<field name="active" eval="True"/>
</record>
<record id="level_warning" model="fusion.followup.level">
<field name="name">Firm Warning</field>
<field name="sequence">2</field>
<field name="delay_days">30</field>
<field name="tone">firm</field>
<field name="description">Second contact - clear request for immediate action.</field>
<field name="active" eval="True"/>
</record>
<record id="level_legal_notice" model="fusion.followup.level">
<field name="name">Legal Notice</field>
<field name="sequence">3</field>
<field name="delay_days">60</field>
<field name="tone">legal</field>
<field name="description">Final notice before referring to collections.</field>
<field name="requires_manual_review" eval="True"/>
<field name="active" eval="True"/>
</record>
</odoo>