6791246def
Task 13 Step 7 of phase-0 plan.
Routes the AR tools through the FollowupAdapter so they work identically on
fusion-native, Enterprise, and pure Community installs:
- get_ar_aging → FollowupAdapter.aged_receivables()
- get_overdue_invoices → FollowupAdapter.overdue_invoices()
- send_followup → FollowupAdapter.send_followup()
- get_followup_report → FollowupAdapter.followup_report_html()
FollowupAdapter extended:
- overdue_invoices() now includes partner_email, partner_phone and
amount_total so the tool wrapper can render its richer response.
- aged_receivables() and aged_payables() new shared-implementation method
_aged_buckets() produces the 5-bucket aging shape the AR/AP tools emit.
- followup_report_html() and send_followup() isolate the Enterprise
account.followup.report / partner.execute_followup calls; Community mode
returns a graceful error dict.
Pure-Community tools in accounts_receivable.py (get_partner_balance,
reconcile_payment_to_invoice, get_unmatched_payments) unchanged — they touch
account.move / account.move.line directly which is tri-mode safe.
3 new data-adapter tests added (total: 9; all passing on westin-v19).
Made-with: Cursor
211 lines
8.1 KiB
Python
211 lines
8.1 KiB
Python
"""Follow-up data adapter.
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Routes follow-up / aged-balance / collections data lookups across:
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- FUSION: fusion.followup.line (added by future fusion_accounting_followup, Phase 2)
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- ENTERPRISE: account_followup's account.followup.line + account.followup.report
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- COMMUNITY: aggregations on account.move / account.move.line
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"""
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from datetime import date, timedelta
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from .base import DataAdapter
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from ._registry import register_adapter
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# Default aging bucket edges used for both AR and AP.
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_AGING_BUCKETS = ('current', '1_30', '31_60', '61_90', '90_plus')
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def _bucket_for_days(days):
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if days <= 0:
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return 'current'
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if days <= 30:
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return '1_30'
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if days <= 60:
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return '31_60'
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if days <= 90:
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return '61_90'
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return '90_plus'
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class FollowupAdapter(DataAdapter):
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FUSION_MODEL = 'fusion.followup.line'
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ENTERPRISE_MODULE = 'account_followup'
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# ------------------------------------------------------------------
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# overdue_invoices
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# ------------------------------------------------------------------
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def overdue_invoices(self, days_overdue=30, partner_id=None, limit=200):
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return self._dispatch(
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'overdue_invoices',
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days_overdue=days_overdue, partner_id=partner_id, limit=limit,
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)
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def overdue_invoices_via_fusion(self, days_overdue=30, partner_id=None, limit=200):
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return self.overdue_invoices_via_community(
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days_overdue=days_overdue, partner_id=partner_id, limit=limit,
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)
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def overdue_invoices_via_enterprise(self, days_overdue=30, partner_id=None, limit=200):
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return self.overdue_invoices_via_community(
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days_overdue=days_overdue, partner_id=partner_id, limit=limit,
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)
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def overdue_invoices_via_community(self, days_overdue=30, partner_id=None, limit=200):
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cutoff = date.today() - timedelta(days=days_overdue)
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domain = [
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('move_type', 'in', ('out_invoice', 'out_refund')),
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('state', '=', 'posted'),
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('payment_state', 'in', ('not_paid', 'partial')),
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('invoice_date_due', '<=', cutoff),
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]
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if partner_id:
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domain.append(('partner_id', '=', partner_id))
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moves = self.env['account.move'].sudo().search(
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domain, limit=limit, order='invoice_date_due asc',
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)
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today = date.today()
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return [
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{
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'id': m.id,
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'name': m.name,
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'partner_id': m.partner_id.id,
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'partner_name': m.partner_id.name,
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'partner_email': m.partner_id.email or '',
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'partner_phone': m.partner_id.phone or '',
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'invoice_date_due': m.invoice_date_due,
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'amount_total': m.amount_total,
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'amount_residual': m.amount_residual,
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'currency_id': m.currency_id.id,
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'days_overdue': (today - m.invoice_date_due).days if m.invoice_date_due else 0,
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}
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for m in moves
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]
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# ------------------------------------------------------------------
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# aged_receivables
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# ------------------------------------------------------------------
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def aged_receivables(self, company_id=None):
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return self._dispatch('aged_receivables', company_id=company_id)
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def aged_receivables_via_fusion(self, company_id=None):
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return self.aged_receivables_via_community(company_id=company_id)
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def aged_receivables_via_enterprise(self, company_id=None):
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return self.aged_receivables_via_community(company_id=company_id)
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def aged_receivables_via_community(self, company_id=None):
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return self._aged_buckets(
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account_type='asset_receivable',
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company_id=company_id,
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sign=1,
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)
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# ------------------------------------------------------------------
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# aged_payables
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# ------------------------------------------------------------------
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def aged_payables(self, company_id=None):
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return self._dispatch('aged_payables', company_id=company_id)
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def aged_payables_via_fusion(self, company_id=None):
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return self.aged_payables_via_community(company_id=company_id)
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def aged_payables_via_enterprise(self, company_id=None):
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return self.aged_payables_via_community(company_id=company_id)
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def aged_payables_via_community(self, company_id=None):
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return self._aged_buckets(
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account_type='liability_payable',
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company_id=company_id,
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sign=-1, # AP residuals are negative; report as positive amounts
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)
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def _aged_buckets(self, account_type, company_id=None, sign=1):
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"""Shared aging-bucket implementation for receivable/payable accounts.
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Returns a dict: {'total': ..., 'buckets': {...}, 'line_count': N}.
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`sign=-1` flips the sign so payables report as positive owed amounts.
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"""
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today = date.today()
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domain = [
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('account_id.account_type', '=', account_type),
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('parent_state', '=', 'posted'),
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('reconciled', '=', False),
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]
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if company_id is not None:
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domain.append(('company_id', '=', company_id))
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amls = self.env['account.move.line'].sudo().search(domain)
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buckets = {k: 0.0 for k in _AGING_BUCKETS}
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for aml in amls:
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amt = aml.amount_residual
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if sign < 0:
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amt = abs(amt)
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if not aml.date_maturity or aml.date_maturity >= today:
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buckets['current'] += amt
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else:
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days = (today - aml.date_maturity).days
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buckets[_bucket_for_days(days)] += amt
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return {
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'total': sum(buckets.values()),
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'buckets': buckets,
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'line_count': len(amls),
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}
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# ------------------------------------------------------------------
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# followup_report_html — Enterprise-only artifact
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# ------------------------------------------------------------------
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def followup_report_html(self, partner_id):
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return self._dispatch('followup_report_html', partner_id=partner_id)
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def followup_report_html_via_fusion(self, partner_id):
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# Phase 2 will implement a native version.
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return self.followup_report_html_via_community(partner_id=partner_id)
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def followup_report_html_via_enterprise(self, partner_id):
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partner = self.env['res.partner'].browse(partner_id)
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if not partner.exists():
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return {'error': 'Partner not found'}
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report = self.env['account.followup.report']
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html = report._get_followup_report_html(partner)
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return {'partner': partner.name, 'html': html}
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def followup_report_html_via_community(self, partner_id):
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return {
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'error': (
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'Follow-up report is only available when account_followup '
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'(Enterprise) or a fusion follow-up module is installed.'
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),
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}
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# ------------------------------------------------------------------
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# send_followup — Enterprise-only action
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# ------------------------------------------------------------------
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def send_followup(self, partner_id, options=None):
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return self._dispatch('send_followup', partner_id=partner_id, options=options)
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def send_followup_via_fusion(self, partner_id, options=None):
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return self.send_followup_via_community(partner_id=partner_id, options=options)
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def send_followup_via_enterprise(self, partner_id, options=None):
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partner = self.env['res.partner'].browse(partner_id)
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if not partner.exists():
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return {'error': 'Partner not found'}
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result = partner.execute_followup(options or {'partner_id': partner_id})
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return {
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'status': 'sent',
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'partner': partner.name,
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'result': str(result) if result else 'done',
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}
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def send_followup_via_community(self, partner_id, options=None):
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return {
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'error': (
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'Sending follow-ups is only available when account_followup '
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'(Enterprise) or a fusion follow-up module is installed.'
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),
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}
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register_adapter('followup', FollowupAdapter)
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