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