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

import logging
from odoo import fields

_logger = logging.getLogger(__name__)


def get_ar_aging(env, params):
    today = fields.Date.today()
    domain = [
        ('account_id.account_type', '=', 'asset_receivable'),
        ('parent_state', '=', 'posted'),
        ('reconciled', '=', False),
        ('company_id', '=', env.company.id),
    ]
    amls = env['account.move.line'].search(domain)

    buckets = {'current': 0, '1_30': 0, '31_60': 0, '61_90': 0, '90_plus': 0}
    for aml in amls:
        if not aml.date_maturity or aml.date_maturity >= today:
            buckets['current'] += aml.amount_residual
        else:
            days = (today - aml.date_maturity).days
            if days <= 30:
                buckets['1_30'] += aml.amount_residual
            elif days <= 60:
                buckets['31_60'] += aml.amount_residual
            elif days <= 90:
                buckets['61_90'] += aml.amount_residual
            else:
                buckets['90_plus'] += aml.amount_residual

    return {
        'total': sum(buckets.values()),
        'buckets': buckets,
        'line_count': len(amls),
    }


def get_overdue_invoices(env, params):
    today = fields.Date.today()
    days_overdue = int(params.get('min_days_overdue', 1))
    from datetime import timedelta
    cutoff = today - timedelta(days=days_overdue)
    invoices = env['account.move'].search([
        ('move_type', '=', 'out_invoice'),
        ('state', '=', 'posted'),
        ('payment_state', 'in', ('not_paid', 'partial')),
        ('invoice_date_due', '<', cutoff),
        ('company_id', '=', env.company.id),
    ], order='invoice_date_due asc', limit=int(params.get('limit', 50)))
    return {
        'count': len(invoices),
        'invoices': [{
            'id': inv.id,
            'name': inv.name,
            'partner': inv.partner_id.name if inv.partner_id else '',
            'email': inv.partner_id.email or '' if inv.partner_id else '',
            'phone': inv.partner_id.phone or '' if inv.partner_id else '',
            'amount_total': inv.amount_total,
            'amount_residual': inv.amount_residual,
            'date_due': str(inv.invoice_date_due),
            'days_overdue': (today - inv.invoice_date_due).days,
        } for inv in invoices],
    }


def get_partner_balance(env, params):
    partner_id = int(params['partner_id'])
    partner = env['res.partner'].browse(partner_id)
    if not partner.exists():
        return {'error': 'Partner not found'}
    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),
    ])
    return {
        'partner': partner.name,
        'balance': sum(aml.amount_residual for aml in amls),
        'open_items': [{
            'id': aml.id,
            'ref': aml.ref or aml.move_id.name,
            'date': str(aml.date),
            'amount_residual': aml.amount_residual,
            'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
        } for aml in amls],
    }


def send_followup(env, params):
    partner_id = int(params['partner_id'])
    partner = env['res.partner'].browse(partner_id)
    if not partner.exists():
        return {'error': 'Partner not found'}
    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']
    result = partner.execute_followup(options)
    return {'status': 'sent', 'partner': partner.name, 'result': str(result) if result else 'done'}


def get_followup_report(env, params):
    partner_id = int(params['partner_id'])
    partner = env['res.partner'].browse(partner_id)
    if not partner.exists():
        return {'error': 'Partner not found'}
    try:
        report = env['account.followup.report']
        html = report._get_followup_report_html(partner)
        return {'partner': partner.name, 'html': html}
    except Exception as e:
        return {'error': str(e)}


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,
}