- Switch FUSION_MODEL to fusion.followup.engine so adapter mode
selection matches the new module
- Add list_overdue() with fusion/enterprise/community variants
- Re-route send_followup_via_fusion to engine.send_followup_email
- 4 new TransactionCase tests (73 total)
Existing aging / overdue_invoices adapter methods continue to fall
back to the community implementation.
Made-with: Cursor
C1: start_at_node_id per wizard line, mirrors to x_fc_start_at_node_id
on sale.order.line. Domain filters to nodes descending from the
coating_config's recipe so the estimator only picks valid resume
points. bridge_mrp will use this in a follow-up to skip ancestor
steps in the generated work order.
C2: part_wo_description (separate from customer-facing line_description)
lets the planner add internal-only notes that appear on the travelling
sheet only. Mirrors to x_fc_part_wo_description on sale.order.line.
C5: is_one_off flag for prototype / non-catalog parts. Mirrors to
x_fc_is_one_off. Actual skip-catalog behaviour will be wired in a
later pass.
All three fields appear in the wizard line drill-in form (under a new
"Work Order (internal)" group) and as togglable columns on the
sale.order.line tree.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
End-to-end flows over a real posted receivable line: aging discovery,
level resolution, send-with-cache reuse, pause+force override, and
audit history growth. Adds ignore_pause kwarg to compute_followup_level
so force=True in send_followup_email reaches level resolution.
Made-with: Cursor
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
Phase B complete on odoo-entech:
- B1/B2: Blanket + Block Partial flags on wizard header + sale.order
- B3: x_fc_wo_group_tag per SO line (bridge_mrp will use this to
batch MOs in a follow-up)
- B4: 'Add From Prior SO' sub-wizard for repeat orders
- B5: Per-line is_missing_info compute + amber row decoration
- B6: Rush already on line (added in Phase A)
Smoke-tested: wizard accepts 4 lines (1 with missing price, 3 WO-tagged
across 2 groups), banner shows correctly, missing row highlighted in
amber, after fix SO creates cleanly with all flags + tags persisted.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task B4. New fp.add.from.so.wizard transient model: given the current
direct-order wizard + customer, lists the customer's prior confirmed
sale orders, lets the estimator tick source lines, and clones them
into fp.direct.order.line rows (part, coating, treatments, qty,
price, deadline, rush, WO group, description).
Button "+ Add From Prior SO" lives on the Lines tab of the main
wizard, visible once the customer is picked. Sub-wizard rejects
source lines that predate the new plating fields (no x_fc_part_catalog_id).
Smoke-tested on odoo-entech: copying all 3 lines of S00066 onto a
fresh wizard reproduces part/coating/qty/price correctly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase B partial landing (B1, B2, B3, B5):
- B1/B2: x_fc_is_blanket_order and x_fc_block_partial_shipments on
sale.order; matching booleans on the wizard header.
- B3: x_fc_wo_group_tag Char on sale.order.line and wo_group_tag on
wizard line. Free-text tag; bridge_mrp will batch lines sharing a
tag into one MO in a follow-up.
- B5: is_missing_info computed Boolean on fp.direct.order.line;
tree uses decoration-warning to highlight incomplete rows in amber.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A8. Closes Phase A of the direct-order rewrite.
Smoke-tested on odoo-entech: wizard accepts 3 lines (qty 65, total
\$3,025 + tax -> \$3,418.25), creates SO S00066 in state=sale with all
header fields (customer job #, three deadlines, bill/ship addresses)
and per-line fields (part, coating, qty, price) populated correctly.
Phase A complete. Phase B (blanket flag, block partial, WO grouping,
add-from-SO, missing-info banner polish) and Phase C (to-node picker,
quote link, push-defaults) outlined in the plan doc; Phases D/E/F
(SO detail, SO list, quotes list) are separate tracks.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A7. SO form Plating tab gets a new "Customer Reference /
Scheduling" block showing customer_job_number, planned_start_date,
internal_deadline, commitment_date (as Customer Deadline). Order line
tree in SO form now shows per-line part / coating / treatments /
deadline / rush. SO list view exposes customer job # and both
deadlines as togglable columns.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tasks A3 + A6. Wizard rewritten as header + lines architecture:
- Header carries customer/addresses/PO/deadlines/invoicing/notes.
- One SO line created per fp.direct.order.line, carrying part,
coating, treatments M2M, qty, price, per-line deadline, rush flag,
and description.
- action_create_order loops wizard lines, invokes revision-bump
helper, and builds order_line tuples with x_fc_* fields.
- Form view uses notebook (Lines tab with editable tree + drill-in
form, Notes tab), amber missing-info banner at top, running totals
at bottom. Customer deadline maps to Odoo commitment_date on SO.
Single-line fields and their computes/onchanges removed from wizard;
moved to fp.direct.order.line in task A4.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A4. Expands fp.direct.order.line with: part related fields,
optional new-revision block, additional treatment M2M, per-line
deadline + rush flag, description template + free-text, onchange
auto-price-lookup from customer price list, onchange template
suggestion (part > customer > coating), and _get_or_bump_revision
helper that will be called by the SO-creation loop.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A2 of the direct-order-wizard rewrite. Adds SO-header fields for
customer job #, three deadlines (planned start / internal / customer),
bill-to / ship-to address pickers, the line_ids O2M linking to
fp.direct.order.line, computed order totals, and a missing-info
warning banner. Partner onchange now also seeds default addresses.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A1 of the direct-order-wizard rewrite. Adds the transient line
model that will hold per-part detail (part, coating, qty, price) when
the wizard moves from single-line to header+lines architecture.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds fusion_accounting_assets to the meta-module 'depends' so a single
install of fusion_accounting brings up the full Phase 1 + 2 + 3 stack.
Bumps version 19.0.1.0.2 -> 19.0.1.0.3.
Made-with: Cursor
Auto-detects LM Studio (:1234) or Ollama (:11434) on
host.docker.internal / localhost; skips silently when no server is
reachable so CI stays green. When a server is present it exercises the
full predict_useful_life path through the OpenAI-compatible adapter,
catching prompt / JSON-parsing regressions that mocked LLMs hide.
Tagged 'local_llm' so it can be selected explicitly when an LLM is
known-available.
Made-with: Cursor
Adds JSON-RPC controller benchmark to complement Task 23's engine-level
benchmarks: end-to-end /fusion/assets/get_detail timing through the HTTP
dispatch layer.
Captured locally on westin-v19:
controller.get_detail: median=2ms p95=40ms (target <500ms, 12x headroom)
Tagged 'benchmark' so it stays out of fast unit runs.
Made-with: Cursor
Mirrors Phase 1 + 2 tour pattern: HttpCase.start_tour wrappers tagged
'tour' so they skip cleanly when websocket-client is absent. Tours cover
smoke (/odoo loads), the asset list / category list / anomaly list views,
and the depreciation-run wizard form. Bundle is wired via
web.assets_tests.
Verified locally: 5 tests registered, all skip with
"websocket-client module is not installed" (expected — no chromium in
the dev container).
Made-with: Cursor
