Odoo-Modules/fusion_accounting_ai/services/tools/accounts_receivable.py

import logging

_logger = logging.getLogger(__name__)


def get_ar_aging(env, params):
    """Return AR aging buckets. Routed through FollowupAdapter for tri-mode consistency."""
    from ..data_adapters import get_adapter
    adapter = get_adapter(env, 'followup')
    return adapter.aged_receivables(company_id=env.company.id)


def get_overdue_invoices(env, params):
    """Return overdue customer invoices. Routed through FollowupAdapter."""
    from ..data_adapters import get_adapter
    adapter = get_adapter(env, 'followup')
    rows = adapter.overdue_invoices(
        days_overdue=int(params.get('min_days_overdue', 1)),
        limit=int(params.get('limit', 50)),
    )
    return {
        'count': len(rows),
        'invoices': [{
            'id': r['id'],
            'name': r['name'],
            'partner': r['partner_name'] or '',
            'email': r['partner_email'],
            'phone': r['partner_phone'],
            'amount_total': r['amount_total'],
            'amount_residual': r['amount_residual'],
            'date_due': str(r['invoice_date_due']) if r['invoice_date_due'] else '',
            'days_overdue': r['days_overdue'],
        } for r in rows],
    }


def get_partner_balance(env, params):
    """Get AR and AP balance for a partner. Accepts partner_id or partner_name."""
    partner = None
    if params.get('partner_id'):
        partner = env['res.partner'].browse(int(params['partner_id']))
    elif params.get('partner_name'):
        partner = env['res.partner'].search([
            ('name', 'ilike', params['partner_name']),
        ], limit=1)
    if not partner or not partner.exists():
        return {'error': f"Partner not found: {params.get('partner_name', params.get('partner_id', '?'))}"}

    # AR balance (receivable)
    ar_amls = env['account.move.line'].search([
        ('partner_id', '=', partner.id),
        ('account_id.account_type', '=', 'asset_receivable'),
        ('parent_state', '=', 'posted'),
        ('reconciled', '=', False),
        ('company_id', '=', env.company.id),
    ])
    ar_balance = sum(aml.amount_residual for aml in ar_amls)

    # AP balance (payable)
    ap_amls = env['account.move.line'].search([
        ('partner_id', '=', partner.id),
        ('account_id.account_type', '=', 'liability_payable'),
        ('parent_state', '=', 'posted'),
        ('reconciled', '=', False),
        ('company_id', '=', env.company.id),
    ])
    ap_balance = sum(aml.amount_residual for aml in ap_amls)

    open_items = [{
        'id': aml.id,
        'move_name': aml.move_id.name,
        'ref': aml.ref or '',
        'date': str(aml.date),
        'amount_residual': aml.amount_residual,
        'type': 'receivable' if aml.account_id.account_type == 'asset_receivable' else 'payable',
        'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
    } for aml in (ar_amls | ap_amls)[:30]]

    return {
        'partner': partner.name,
        'partner_id': partner.id,
        'ar_balance': ar_balance,
        'ap_balance': ap_balance,
        'net_balance': ar_balance + ap_balance,
        'they_owe_us': ar_balance if ar_balance > 0 else 0,
        'we_owe_them': abs(ap_balance) if ap_balance < 0 else 0,
        'open_items': open_items,
    }


def send_followup(env, params):
    """Send a follow-up to a partner. Routed through FollowupAdapter so the
    Enterprise-only execute_followup path is isolated behind the adapter."""
    from ..data_adapters import get_adapter
    partner_id = int(params['partner_id'])
    options = {
        'partner_id': partner_id,
        'email': params.get('send_email', False),
        'print': params.get('print_letter', False),
        'sms': False,
    }
    if params.get('email_subject'):
        options['email_subject'] = params['email_subject']
    if params.get('body'):
        options['body'] = params['body']
    adapter = get_adapter(env, 'followup')
    return adapter.send_followup(partner_id=partner_id, options=options)


def get_followup_report(env, params):
    """Return the follow-up report HTML for a partner. Routed through FollowupAdapter."""
    from ..data_adapters import get_adapter
    partner_id = int(params['partner_id'])
    adapter = get_adapter(env, 'followup')
    return adapter.followup_report_html(partner_id=partner_id)


def reconcile_payment_to_invoice(env, params):
    move_line_ids = [int(x) for x in params['move_line_ids']]
    amls = env['account.move.line'].browse(move_line_ids)
    if len(amls) < 2:
        return {'error': 'Need at least 2 journal items to reconcile'}
    amls.reconcile()
    return {
        'status': 'reconciled',
        'move_line_ids': move_line_ids,
    }


def get_unmatched_payments(env, params):
    domain = [
        ('account_id.account_type', '=', 'asset_receivable'),
        ('parent_state', '=', 'posted'),
        ('reconciled', '=', False),
        ('move_id.payment_id', '!=', False),
        ('company_id', '=', env.company.id),
    ]
    amls = env['account.move.line'].search(domain, order='date desc')
    return {
        'count': len(amls),
        'payments': [{
            'id': aml.id,
            'date': str(aml.date),
            'ref': aml.ref or aml.move_id.name,
            'partner': aml.partner_id.name if aml.partner_id else '',
            'amount': abs(aml.amount_residual),
        } for aml in amls[:50]],
    }


TOOLS = {
    'get_ar_aging': get_ar_aging,
    'get_overdue_invoices': get_overdue_invoices,
    'get_partner_balance': get_partner_balance,
    'send_followup': send_followup,
    'get_followup_report': get_followup_report,
    'reconcile_payment_to_invoice': reconcile_payment_to_invoice,
    'get_unmatched_payments': get_unmatched_payments,
}