Commit Graph

40 Commits

Author SHA1 Message Date
gsinghpal
41d0908ade changes 2026-04-24 21:04:38 -04:00
gsinghpal
8a841e7534 changes 2026-04-20 13:07:15 -04:00
gsinghpal
867b5f71a1 fix(fusion_accounting): unified Accounting menu under one root, hide migration when Enterprise gone
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User reported two UX problems after the Enterprise uninstall:
1. Each Fusion sub-module showed up as its own standalone app in the
   launcher (Bank Reconciliation, Financial Reports, Asset Management,
   Customer Follow-ups, Fusion AI). Should look like ONE Accounting app.
2. Clicking the 'Fusion Accounting' app still opened the migration
   wizard even though Enterprise had been uninstalled and there was
   nothing to migrate.

Fix:
- Move all Fusion sub-module roots under the Community account.menu_finance
  hierarchy:
    * Bank Reconciliation \u2192 Accounting > Bank Reconciliation
    * Asset Management    \u2192 Accounting > Asset Management
    * Financial Reports   \u2192 Reporting > Financial Reports
    * Follow-ups          \u2192 Customers > Follow-ups
    * Fusion AI           \u2192 Configuration > Fusion AI
    * Migrate from Ent.   \u2192 Configuration > Migrate from Enterprise
- Rename Community's 'Invoicing' top-level menu to 'Accounting' (what
  Enterprise's accountant module did). Set the Fusion icon on it. This
  rename lives in the meta-module so it only fires when the full suite
  is installed.
- Add second computed group 'group_fusion_show_when_enterprise_present'
  (inverse of the existing 'absent' group). Migration menus are gated
  by this group, so they auto-hide once Enterprise is uninstalled.
- _fusion_recompute_coexistence_group now maintains both groups in lockstep.
- Meta-module now also depends on l10n_ca, hr_payroll, ocr, documents
  (the Phase 6/7 sub-modules) for one-click full-suite install.
- Fusion AI menu's old parent ('accountant.menu_accounting') was deleted
  with the Enterprise uninstall \u2014 reparented under Configuration.

Result: single 'Accounting' top-level menu containing the standard
V19 Community structure (Dashboard / Customers / Vendors / Accounting /
Reporting / Configuration), with all Fusion features slotted into the
appropriate sub-section. Verified live on westin-v19: 6 separate
Fusion top-level menus collapsed to 1; coexistence groups recomputed
(absent=10 users, present=0 users); 604/604 tests pass.

Version bump: all touched modules \u2192 19.0.1.1.0.

Made-with: Cursor
2026-04-20 01:04:49 -04:00
gsinghpal
679dbaa979 feat(fusion_accounting_followup): per-partner state migration from Enterprise
Migrates Enterprise account_followup per-partner state to Fusion fields:
- res.partner.followup_status -> fusion_followup_status (action_due/no_action)
- res.partner.payment_next_action_date -> fusion_followup_paused_until
  (when future-dated; sets status to 'paused')
- res.partner.followup_line_id -> fusion_followup_last_level_id
  (resolved by name match against migrated levels)

Wired into fusion.migration.wizard.action_run_migration after the
existing _followup_bootstrap_step. Idempotent: skips partners whose
Fusion state is already non-default. Defensive against missing
Enterprise fields (each field probed individually before use).

Closes the per-partner state migration gap that was blocking
Enterprise account_followup uninstall.

Made-with: Cursor
2026-04-19 23:48:22 -04:00
gsinghpal
ef2ccb89cf fix(services): V19 removed 'rpc' service \u2014 import standalone rpc() function
V19 removed the 'rpc' service from the registry. All 4 fusion services
(bank_reconciliation, reports, assets, followup) declared dependencies:
['rpc', ...] and accessed services.rpc in their constructor. At runtime
this caused:

  Error: Some services could not be started: fusion_bank_reconciliation,
  fusion_reports, fusion_assets, fusion_followup. Missing dependencies: rpc

\u2014 which prevented the entire OWL backend from booting (blank screen).

Fix per V19 docs:
- Add 'import { rpc } from "@web/core/network/rpc";'
- Set 'this.rpc = rpc;' in constructor (instead of services.rpc)
- Remove 'rpc' from dependencies list

This is the workspace CLAUDE.md guidance Phase 4's subagent flagged
but didn't act on for backward consistency. V19 actually removed the
service entirely, so the consistency choice was wrong \u2014 fixing now.

All call sites still use this.rpc(...) so no per-method changes needed.
Bundle rebuilt clean; backend boots correctly.

Made-with: Cursor
2026-04-19 23:25:52 -04:00
gsinghpal
3491069f48 docs(fusion_accounting_followup): CLAUDE.md, UPGRADE_NOTES.md, README.md
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Made-with: Cursor
2026-04-19 21:41:41 -04:00
gsinghpal
aeb5461ad0 test(fusion_accounting_followup): local LLM follow-up text smoke (skips without LLM)
Made-with: Cursor
2026-04-19 21:39:50 -04:00
gsinghpal
e1f94d5202 test(fusion_accounting_followup): 5 OWL tour tests
Made-with: Cursor
2026-04-19 21:39:08 -04:00
gsinghpal
8eb4b8dc6c fix(fusion_accounting_followup): seeded levels + migration idempotency
- test_create_minimal/negative_delay used sequence=1, which now collides
  with the seeded Friendly Reminder level. Use sequences 901/902.
- migration backfill: search by name (not raw seq) for idempotency,
  allocate sequence as max(existing)+1 to avoid both seed clashes and
  within-batch collisions when Enterprise has duplicate sequence values.

Made-with: Cursor
2026-04-19 21:33:26 -04:00
gsinghpal
d0a912b1da test(fusion_accounting_followup): coexistence behavior
Made-with: Cursor
2026-04-19 21:30:26 -04:00
gsinghpal
8ef88da94a feat(fusion_accounting_followup): menu + window actions with coexistence group filter
Made-with: Cursor
2026-04-19 21:30:06 -04:00
gsinghpal
38a2684782 feat(fusion_accounting_followup): migration wizard backfill from account_followup
Made-with: Cursor
2026-04-19 21:29:38 -04:00
gsinghpal
2ec90a50b0 feat(fusion_accounting_followup): batch send follow-ups wizard
Made-with: Cursor
2026-04-19 21:28:58 -04:00
gsinghpal
4ee261e189 feat(fusion_accounting_followup): default mail templates for 3 escalation levels
Made-with: Cursor
2026-04-19 21:27:59 -04:00
gsinghpal
ab3fcc56db feat(fusion_accounting_followup): seed 3 default follow-up levels
Made-with: Cursor
2026-04-19 21:27:33 -04:00
gsinghpal
474485f963 feat(fusion_accounting_followup): ai_text_panel + followup_history_table components
Made-with: Cursor
2026-04-19 21:20:51 -04:00
gsinghpal
da746698c5 feat(fusion_accounting_followup): partner_card + aging_bucket_strip + risk_badge components
Made-with: Cursor
2026-04-19 21:19:52 -04:00
gsinghpal
21f6171162 feat(fusion_accounting_followup): top-level followup_dashboard component
Made-with: Cursor
2026-04-19 21:18:59 -04:00
gsinghpal
86bead48e1 feat(fusion_accounting_followup): followup_service.js reactive frontend service
Made-with: Cursor
2026-04-19 21:17:57 -04:00
gsinghpal
99e4f8e17f feat(fusion_accounting_followup): SCSS foundation for OWL widget
Made-with: Cursor
2026-04-19 21:17:18 -04:00
gsinghpal
f45d66c465 test(fusion_accounting_followup): performance benchmarks with P95 targets
Made-with: Cursor
2026-04-19 21:10:02 -04:00
gsinghpal
f64b8f373c test(fusion_accounting_followup): full follow-up flow integration test
Made-with: Cursor
2026-04-19 21:09:17 -04:00
gsinghpal
d51a2b104e test(fusion_accounting_followup): Hypothesis property-based invariants
Made-with: Cursor
2026-04-19 21:08:35 -04:00
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
52becd176a feat(fusion_accounting_ai): 5 new customer follow-up AI tools
Adds Task 17 tool layer:
- fusion_list_overdue
- fusion_get_partner_followup_detail
- fusion_generate_followup_text
- fusion_send_followup
- fusion_get_partner_risk_score

Tools register through TOOL_DISPATCH and degrade with a clear
error message when fusion_accounting_followup is not installed.
5 TransactionCase tests added (78 total).

Made-with: Cursor
2026-04-19 21:03:30 -04:00
gsinghpal
993df3a14a feat(fusion_accounting_ai): wire FollowupAdapter fusion paths to engine
- 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
2026-04-19 21:02:17 -04:00
gsinghpal
d455016c27 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
2026-04-19 21:00:07 -04:00
gsinghpal
9b6d6b3895 test(fusion_accounting_followup): engine integration tests for full lifecycle
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
2026-04-19 20:54:13 -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
1829f0584f feat(fusion_accounting_followup): AI follow-up text generator + prompt
Made-with: Cursor
2026-04-19 20:40:26 -04:00
gsinghpal
63f3e0ec14 feat(fusion_accounting_followup): tone_selector service
Made-with: Cursor
2026-04-19 20:39:17 -04:00
gsinghpal
397fb238c5 feat(fusion_accounting_followup): risk_scorer service
Made-with: Cursor
2026-04-19 20:38:44 -04:00
gsinghpal
d4ef19858d feat(fusion_accounting_followup): level_resolver service
Made-with: Cursor
2026-04-19 20:38:02 -04:00
gsinghpal
4ce0edc698 feat(fusion_accounting_followup): overdue_aging service with 6 buckets
Made-with: Cursor
2026-04-19 20:35:39 -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