Commit Graph

12 Commits

Author SHA1 Message Date
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
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
38a2684782 feat(fusion_accounting_followup): migration wizard backfill from account_followup
Made-with: Cursor
2026-04-19 21:29:38 -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
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
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