feat(fusion_accounting_followup): 6 JSON-RPC endpoints for OWL widget
Adds Task 15 controller layer: - /fusion/followup/list_overdue - /fusion/followup/get_partner_detail - /fusion/followup/generate_text - /fusion/followup/send - /fusion/followup/pause - /fusion/followup/reset All endpoints use V19 type='jsonrpc' and route through fusion.followup.engine. 6 HttpCase tests added (69 total). Made-with: Cursor
This commit is contained in:
gsinghpal
@@ -1,6 +1,6 @@
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{
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'name': 'Fusion Accounting Follow-up',
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'version': '19.0.1.0.14',
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'version': '19.0.1.0.15',
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'category': 'Accounting/Accounting',
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'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
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'description': """
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from . import followup_controller
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173
fusion_accounting_followup/controllers/followup_controller.py
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173
fusion_accounting_followup/controllers/followup_controller.py
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"""HTTP controller: 6 JSON-RPC endpoints for the OWL follow-up dashboard.
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All endpoints route through fusion.followup.engine. V19 type='jsonrpc'.
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"""
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import logging
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from datetime import date, datetime
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from odoo import _, http
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from odoo.exceptions import ValidationError
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from odoo.http import request
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_logger = logging.getLogger(__name__)
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def _parse_date(value):
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if isinstance(value, date):
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return value
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if not value:
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return None
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return datetime.strptime(value, '%Y-%m-%d').date()
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class FusionFollowupController(http.Controller):
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@http.route('/fusion/followup/list_overdue', type='jsonrpc', auth='user')
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def list_overdue(self, limit=50, offset=0, status=None, company_id=None):
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company_id = int(company_id) if company_id else request.env.company.id
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Partner = request.env['res.partner'].sudo()
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Line = request.env['account.move.line'].sudo()
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overdue_partner_ids = Line.search([
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('parent_state', '=', 'posted'),
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('account_id.account_type', '=', 'asset_receivable'),
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('reconciled', '=', False),
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('amount_residual', '>', 0),
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('date_maturity', '<', date.today()),
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('company_id', '=', company_id),
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]).mapped('partner_id').ids
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domain = [('id', 'in', overdue_partner_ids)]
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if status:
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domain.append(('fusion_followup_status', '=', status))
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total = Partner.search_count(domain)
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partners = Partner.search(domain, limit=int(limit), offset=int(offset))
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engine = request.env['fusion.followup.engine']
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rows = []
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for p in partners:
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try:
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overdue = engine.get_overdue_for_partner(p)
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rows.append({
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'partner_id': p.id,
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'partner_name': p.name,
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'email': p.email or '',
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'status': p.fusion_followup_status,
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'paused_until': str(p.fusion_followup_paused_until)
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if p.fusion_followup_paused_until else None,
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'last_level_id': p.fusion_followup_last_level_id.id
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if p.fusion_followup_last_level_id else None,
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'last_level_name': p.fusion_followup_last_level_id.name
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if p.fusion_followup_last_level_id else None,
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'last_run_date': str(p.fusion_followup_last_run_date)
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if p.fusion_followup_last_run_date else None,
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'overdue_amount': overdue['aging']['total_overdue_amount'],
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'overdue_line_count': overdue['overdue_line_count'],
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'risk_score': overdue['risk']['score'],
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'risk_band': overdue['risk']['band'],
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})
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except Exception as e:
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_logger.warning("Skipping partner %s in list: %s", p.id, e)
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return {'count': len(rows), 'total': total, 'partners': rows}
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@http.route('/fusion/followup/get_partner_detail', type='jsonrpc', auth='user')
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def get_partner_detail(self, partner_id):
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partner = request.env['res.partner'].browse(int(partner_id))
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if not partner.exists():
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raise ValidationError(_("Partner %s not found") % partner_id)
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engine = request.env['fusion.followup.engine']
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overdue = engine.get_overdue_for_partner(partner)
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history = engine.snapshot_followup_history(partner, limit=20)
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level = engine.compute_followup_level(partner)
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return {
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'partner': {
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'id': partner.id,
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'name': partner.name,
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'email': partner.email or '',
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'status': partner.fusion_followup_status,
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'paused_until': str(partner.fusion_followup_paused_until)
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if partner.fusion_followup_paused_until else None,
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'last_level_id': partner.fusion_followup_last_level_id.id
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if partner.fusion_followup_last_level_id else None,
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'last_level_name': partner.fusion_followup_last_level_id.name
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if partner.fusion_followup_last_level_id else None,
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'last_run_date': str(partner.fusion_followup_last_run_date)
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if partner.fusion_followup_last_run_date else None,
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'risk_score': partner.fusion_followup_risk_score,
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'risk_band': partner.fusion_followup_risk_band,
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},
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'overdue': overdue,
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'suggested_level': {
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'id': level.id, 'name': level.name, 'tone': level.tone,
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'sequence': level.sequence,
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} if level else None,
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'history': history,
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}
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@http.route('/fusion/followup/generate_text', type='jsonrpc', auth='user')
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def generate_text(self, partner_id, level_id=None, force_regenerate=False):
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from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
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generate_followup_text,
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)
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from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
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partner = request.env['res.partner'].browse(int(partner_id))
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engine = request.env['fusion.followup.engine']
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if level_id:
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level = request.env['fusion.followup.level'].browse(int(level_id))
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else:
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level = engine.compute_followup_level(partner)
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if not level:
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return {'status': 'no_level', 'partner_id': partner.id}
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overdue = engine.get_overdue_for_partner(partner)
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tone = select_tone(
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level_sequence=level.sequence,
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risk_score=overdue['risk']['score'],
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)
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currency_code = 'USD'
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if partner.company_id and partner.company_id.currency_id:
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currency_code = partner.company_id.currency_id.name or 'USD'
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text = generate_followup_text(
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request.env,
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partner_name=partner.name,
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total_overdue=overdue['aging']['total_overdue_amount'],
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currency_code=currency_code,
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longest_overdue_days=engine._max_overdue_days_from_aging(overdue['aging']),
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tone=tone,
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invoice_count=overdue['overdue_line_count'],
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risk_drivers=overdue['risk']['drivers'],
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)
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return {
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'status': 'ok',
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'partner_id': partner.id,
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'level_id': level.id,
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'tone': tone,
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'subject': text.get('subject', ''),
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'body': text.get('body', ''),
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'tone_used': text.get('tone_used', tone),
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'key_points': text.get('key_points', []),
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}
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@http.route('/fusion/followup/send', type='jsonrpc', auth='user')
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def send_followup(self, partner_id, level_id=None, force=False):
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partner = request.env['res.partner'].browse(int(partner_id))
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engine = request.env['fusion.followup.engine']
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level = None
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if level_id:
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level = request.env['fusion.followup.level'].browse(int(level_id))
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return engine.send_followup_email(partner, level=level, force=bool(force))
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@http.route('/fusion/followup/pause', type='jsonrpc', auth='user')
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def pause(self, partner_id, until_date=None):
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partner = request.env['res.partner'].browse(int(partner_id))
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engine = request.env['fusion.followup.engine']
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return engine.pause_followup(partner, until_date=_parse_date(until_date))
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@http.route('/fusion/followup/reset', type='jsonrpc', auth='user')
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def reset(self, partner_id):
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partner = request.env['res.partner'].browse(int(partner_id))
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engine = request.env['fusion.followup.engine']
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return engine.reset_followup(partner)
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@@ -10,3 +10,4 @@ from . import test_res_partner_inherit
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from . import test_account_move_line_inherit
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from . import test_fusion_followup_engine
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from . import test_engine_integration
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from . import test_followup_controller
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80
fusion_accounting_followup/tests/test_followup_controller.py
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80
fusion_accounting_followup/tests/test_followup_controller.py
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@@ -0,0 +1,80 @@
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"""HttpCase tests for the 6 follow-up JSON-RPC endpoints."""
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import json
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from datetime import date, timedelta
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from odoo.tests import tagged
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from odoo.tests.common import HttpCase, new_test_user
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@tagged('post_install', '-at_install')
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class TestFollowupController(HttpCase):
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def setUp(self):
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super().setUp()
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self.user = new_test_user(
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self.env, login='fu_test_user',
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groups='base.group_user,base.group_partner_manager,'
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'account.group_account_invoice',
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)
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def _jsonrpc(self, endpoint, params):
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self.authenticate('fu_test_user', 'fu_test_user')
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url = f'/fusion/followup/{endpoint}'
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body = {'jsonrpc': '2.0', 'method': 'call', 'params': params, 'id': 1}
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response = self.url_open(
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url, data=json.dumps(body),
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headers={'Content-Type': 'application/json'},
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)
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self.assertEqual(
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response.status_code, 200,
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f"{endpoint} returned {response.status_code}: {response.text[:300]}",
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)
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result = response.json()
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if 'error' in result:
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self.fail(f"{endpoint} errored: {result['error']}")
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return result.get('result', {})
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def test_list_overdue_returns_dict(self):
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result = self._jsonrpc('list_overdue', {'company_id': self.env.company.id})
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self.assertIn('partners', result)
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self.assertIn('total', result)
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def test_get_partner_detail(self):
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partner = self.env['res.partner'].create({
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'name': 'Ctrl Test Partner', 'email': 'ctrl@test.local',
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})
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result = self._jsonrpc('get_partner_detail', {'partner_id': partner.id})
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self.assertEqual(result['partner']['id'], partner.id)
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self.assertIn('overdue', result)
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self.assertIn('history', result)
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def test_pause_sets_paused_until(self):
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partner = self.env['res.partner'].create({'name': 'Pause Test'})
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future = (date.today() + timedelta(days=20)).isoformat()
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result = self._jsonrpc('pause', {
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'partner_id': partner.id, 'until_date': future,
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})
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self.assertEqual(result['paused_until'], future)
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def test_reset_clears_status(self):
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partner = self.env['res.partner'].create({
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'name': 'Reset Test',
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'fusion_followup_status': 'paused',
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})
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result = self._jsonrpc('reset', {'partner_id': partner.id})
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self.assertEqual(result['status'], 'reset')
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def test_send_no_overdue_returns_no_action(self):
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partner = self.env['res.partner'].create({
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'name': 'No Overdue', 'email': 'no@test.local',
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})
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result = self._jsonrpc('send', {
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'partner_id': partner.id, 'force': True,
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})
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self.assertIn(result.get('status'), ('no_action', 'no_overdue'))
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def test_generate_text_no_level_returns_no_level(self):
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partner = self.env['res.partner'].create({'name': 'NoLevel Test'})
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result = self._jsonrpc('generate_text', {'partner_id': partner.id})
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self.assertIn(result.get('status'), ('no_level', 'ok'))
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