Files
Odoo-Modules/fusion_accounting_followup/models/fusion_migration_wizard.py
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

198 lines
7.8 KiB
Python

"""Followup-specific migration step.
Backfills fusion.followup.level from Enterprise's account_followup.followup.line
records (if Enterprise account_followup is installed)."""
import logging
from odoo import api, fields, models
_logger = logging.getLogger(__name__)
class FusionMigrationWizard(models.TransientModel):
_inherit = "fusion.migration.wizard"
def _followup_bootstrap_step(self):
"""Backfill fusion.followup.level from account_followup.followup.line."""
result = {
'step': 'followup_bootstrap',
'enterprise_module_present': False,
'created': 0, 'skipped': 0, 'errors': [],
}
# Enterprise's followup model — name varies by version
EnterpriseLine = self.env.get('account_followup.followup.line')
if EnterpriseLine is None:
EnterpriseLine = self.env.get('account.followup.line')
if EnterpriseLine is None:
result['enterprise_module_present'] = False
return result
result['enterprise_module_present'] = True
FusionLevel = self.env['fusion.followup.level'].sudo()
try:
ee_records = EnterpriseLine.sudo().search([])
except Exception as e:
result['errors'].append(f"Enterprise search failed: {e}")
return result
# Pick a starting offset that doesn't clash with anything already in
# fusion_followup_level (seeded defaults at 1..3 plus any prior
# migration runs). We allocate a unique sequence per Enterprise line
# by max(existing) + 1, ensuring idempotency + within-batch uniqueness.
existing_max = max(FusionLevel.search([]).mapped('sequence') or [100])
next_seq = max(existing_max + 1, 101)
# Map Enterprise tone-ish fields to ours
for ee in ee_records:
try:
raw_seq = getattr(ee, 'sequence', None) or 50
name = getattr(ee, 'name', None) or f"Migrated Level {raw_seq}"
# Idempotency: skip if a level with same name was already
# backfilled in a prior migration run.
existing = FusionLevel.search([('name', '=', name)], limit=1)
if existing:
result['skipped'] += 1
continue
delay = getattr(ee, 'delay', None) or getattr(ee, 'delay_days', 7)
# Enterprise tone heuristic: scale by sequence
tone = 'gentle' if raw_seq <= 1 else 'firm' if raw_seq <= 2 else 'legal'
with self.env.cr.savepoint():
FusionLevel.create({
'name': name,
'sequence': next_seq,
'delay_days': delay,
'tone': tone,
'active': True,
})
next_seq += 1
result['created'] += 1
except Exception as e:
result['errors'].append(f"Line {ee.id}: {e}")
_logger.info(
"fusion_accounting_followup migration: %d created, %d skipped, %d errors",
result['created'], result['skipped'], len(result['errors']))
return result
def _followup_partner_state_bootstrap_step(self):
"""Migration step: copy Enterprise account_followup per-partner state
onto Fusion's fields on res.partner.
Idempotent: only updates partners whose Fusion field is at default
(no_action) and whose Enterprise field has a non-default value.
"""
self.ensure_one()
_logger.info("fusion_accounting_followup partner-state migration starting")
Partner = self.env['res.partner'].sudo()
has_status = 'followup_status' in Partner._fields
has_next_date = 'payment_next_action_date' in Partner._fields
has_line = 'followup_line_id' in Partner._fields
if not (has_status or has_next_date or has_line):
_logger.info(
"Enterprise account_followup partner fields not present \u2014 skipping")
return {
'step': 'followup_partner_state',
'enterprise_module_present': False,
'updated': 0, 'skipped': 0, 'errors': [],
}
result = {
'step': 'followup_partner_state',
'enterprise_module_present': True,
'updated': 0, 'skipped': 0, 'errors': [],
}
domain_terms = []
if has_status:
domain_terms.append(('followup_status', '!=', 'no_action_needed'))
if has_next_date:
domain_terms.append(('payment_next_action_date', '!=', False))
if not domain_terms:
_logger.info("No usable Enterprise follow-up fields \u2014 skipping")
return result
if len(domain_terms) > 1:
domain = ['|'] * (len(domain_terms) - 1) + domain_terms
else:
domain = domain_terms
candidates = Partner.search(domain)
_logger.info(
"Found %d partners with non-default Enterprise follow-up state",
len(candidates))
Level = self.env['fusion.followup.level'].sudo()
today = fields.Date.today()
status_map = {
'in_need_of_action': 'action_due',
'with_overdue_invoices': 'action_due',
'no_action_needed': 'no_action',
}
for partner in candidates:
try:
if partner.fusion_followup_status not in (False, 'no_action'):
result['skipped'] += 1
continue
vals = {}
ent_status = (
getattr(partner, 'followup_status', None)
if has_status else None)
if ent_status and ent_status in status_map:
vals['fusion_followup_status'] = status_map[ent_status]
next_date = (
getattr(partner, 'payment_next_action_date', False)
if has_next_date else False)
if next_date and next_date > today:
vals['fusion_followup_paused_until'] = next_date
vals['fusion_followup_status'] = 'paused'
ent_line = (
getattr(partner, 'followup_line_id', None)
if has_line else None)
if ent_line:
fusion_level = Level.search([
('name', '=', ent_line.name),
], limit=1)
if fusion_level:
vals['fusion_followup_last_level_id'] = fusion_level.id
if vals:
partner.write(vals)
result['updated'] += 1
_logger.debug(
"Migrated partner %s: %s", partner.name, vals)
else:
result['skipped'] += 1
except Exception as e:
result['errors'].append(
f"Partner {partner.id} ({partner.name}): {e}")
_logger.warning(
"Migration failed for partner %s: %s", partner.id, e)
_logger.info(
"fusion_accounting_followup partner-state migration: "
"updated=%d skipped=%d errors=%d",
result['updated'], result['skipped'], len(result['errors']))
return result
def action_run_migration(self):
result = super().action_run_migration() if hasattr(super(), 'action_run_migration') else None
try:
self._followup_bootstrap_step()
except Exception as e:
_logger.warning("followup_bootstrap_step failed: %s", e)
try:
self._followup_partner_state_bootstrap_step()
except Exception as e:
_logger.warning("followup_partner_state_bootstrap_step failed: %s", e)
return result