Files
Odoo-Modules/fusion_accounting_ai/services/tools/customer_followup.py
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

99 lines
3.7 KiB
Python

"""Fusion-engine-routed AI tools for customer follow-ups.
These tools are exposed through TOOL_DISPATCH and let the assistant query
the customer follow-up engine via natural language. All tools degrade
gracefully when fusion_accounting_followup is not installed.
"""
import logging
_logger = logging.getLogger(__name__)
def fusion_list_overdue(env, params):
"""List partners with overdue invoices, sorted by risk."""
if 'fusion.followup.engine' not in env.registry:
return {'error': 'fusion_accounting_followup not installed'}
from ..data_adapters import get_adapter
adapter = get_adapter(env, 'followup')
return adapter.list_overdue(
status=params.get('status'),
limit=int(params.get('limit', 50)),
company_id=int(params['company_id'])
if params.get('company_id') else env.company.id,
)
def fusion_get_partner_followup_detail(env, params):
"""Detailed follow-up state for a single partner: aging, risk, history."""
if 'fusion.followup.engine' not in env.registry:
return {'error': 'fusion_accounting_followup not installed'}
Partner = env['res.partner']
partner = Partner.browse(int(params['partner_id']))
if not partner.exists():
return {'error': 'Partner not found'}
engine = env['fusion.followup.engine']
overdue = engine.get_overdue_for_partner(partner)
history = engine.snapshot_followup_history(partner, limit=10)
return {
'partner_id': partner.id,
'partner_name': partner.name,
'overdue': overdue,
'history': history,
}
def fusion_generate_followup_text(env, params):
"""Generate (or fall back to template) follow-up subject + body."""
if 'fusion.followup.engine' not in env.registry:
return {'error': 'fusion_accounting_followup not installed'}
from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
generate_followup_text,
)
return generate_followup_text(
env,
partner_name=params.get('partner_name', ''),
total_overdue=float(params.get('total_overdue', 0)),
currency_code=params.get('currency_code', 'USD'),
longest_overdue_days=int(params.get('longest_overdue_days', 0)),
tone=params.get('tone', 'gentle'),
invoice_count=int(params.get('invoice_count', 0)),
)
def fusion_send_followup(env, params):
"""Send a follow-up email via the engine (creates a fusion.followup.run)."""
if 'fusion.followup.engine' not in env.registry:
return {'error': 'fusion_accounting_followup not installed'}
from ..data_adapters import get_adapter
adapter = get_adapter(env, 'followup')
return adapter.send_followup(
partner_id=int(params['partner_id']),
level_id=int(params['level_id']) if params.get('level_id') else None,
force=bool(params.get('force', False)),
)
def fusion_get_partner_risk_score(env, params):
"""Compute and return the payment-risk score + drivers for a partner."""
if 'fusion.followup.engine' not in env.registry:
return {'error': 'fusion_accounting_followup not installed'}
partner = env['res.partner'].browse(int(params['partner_id']))
if not partner.exists():
return {'error': 'Partner not found'}
overdue = env['fusion.followup.engine'].get_overdue_for_partner(partner)
return {
'partner_id': partner.id,
'partner_name': partner.name,
'risk': overdue['risk'],
}
TOOLS = {
'fusion_list_overdue': fusion_list_overdue,
'fusion_get_partner_followup_detail': fusion_get_partner_followup_detail,
'fusion_generate_followup_text': fusion_generate_followup_text,
'fusion_send_followup': fusion_send_followup,
'fusion_get_partner_risk_score': fusion_get_partner_risk_score,
}