Commit Graph

8 Commits

Author SHA1 Message Date
gsinghpal
042dcf8067 feat(fusion_accounting_followup): 2 cron jobs (daily scan + weekly risk refresh)
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- fusion.followup.cron AbstractModel with two handlers
- cron_fusion_followup_daily_scan: walks every overdue partner and
  delegates to engine.send_followup_email
- cron_fusion_followup_risk_refresh: weekly refresh of
  fusion_followup_risk_score / risk_band on res.partner
- V19 ir.cron records (no numbercall field)
- 2 smoke tests added (80 total)

Made-with: Cursor
2026-04-19 21:04:37 -04:00
gsinghpal
6802d60e44 feat(fusion_accounting_followup): fusion.followup.engine 7-method API
The orchestrator AbstractModel for follow-up lifecycle.
get_overdue_for_partner, compute_followup_level, send_followup_email,
escalate_to_next_level, pause_followup, reset_followup, snapshot_followup_history.

All controllers, AI tools, wizards, cron must route through these
methods; no direct ORM writes to fusion.followup.run from anywhere else.

Made-with: Cursor
2026-04-19 20:52:27 -04:00
gsinghpal
06dafc31c1 feat(fusion_accounting_followup): inherit account.move.line for level tracking
Made-with: Cursor
2026-04-19 20:47:37 -04:00
gsinghpal
2ddc600d65 feat(fusion_accounting_followup): inherit res.partner with follow-up state
Made-with: Cursor
2026-04-19 20:46:08 -04:00
gsinghpal
207c857e6b feat(fusion_accounting_followup): LLM text cache model
Made-with: Cursor
2026-04-19 20:45:27 -04:00
gsinghpal
05de855cea feat(fusion_accounting_followup): fusion.followup.run audit model
Made-with: Cursor
2026-04-19 20:44:39 -04:00
gsinghpal
9ae9161892 feat(fusion_accounting_followup): fusion.followup.level definition model
Made-with: Cursor
2026-04-19 20:43:51 -04:00
gsinghpal
ea2f44287f feat(fusion_accounting_followup): Phase 4 skeleton + plan
35-task plan to replace Enterprise account_followup module:
- Multi-level dunning (gentle reminder -> firm warning -> legal)
- AI augmentation: contextual follow-up text generation + payment risk scoring + tone selection
- HYBRID engine: shared primitives + persisted level/run/cache models
- Per-partner state: current level, paused-until, history
- Coexists with Enterprise (group_fusion_show_when_enterprise_absent)
- Same V19 conventions + test pyramid + perf-budget discipline as Phases 1-3

Made-with: Cursor
2026-04-19 20:31:07 -04:00