odoo-ai/agent_service/tools/finance_tools.py

from __future__ import annotations
import logging
from ..tools.odoo_client import OdooClient

logger = logging.getLogger(__name__)


class FinanceTools:
    def __init__(self, odoo: OdooClient):
        self._odoo = odoo

    async def get_invoices(self, state='all', partner_id=None,
                           date_from=None, date_to=None,
                           move_type='all', limit=50):
        domain = []
        if move_type != 'all':
            domain.append(['move_type', '=', move_type])
        else:
            domain.append(['move_type', 'in', ['out_invoice', 'in_invoice', 'out_refund', 'in_refund']])
        if state != 'all':
            domain.append(['state', '=', state])
        if partner_id:
            domain.append(['partner_id', '=', partner_id])
        if date_from:
            domain.append(['invoice_date', '>=', date_from])
        if date_to:
            domain.append(['invoice_date', '<=', date_to])
        fields = ['name', 'move_type', 'state', 'partner_id', 'amount_total',
                  'amount_residual', 'payment_state', 'invoice_date', 'invoice_date_due']
        return await self._odoo.search_read('account.move', domain, fields, limit=limit,
                                            order='invoice_date_due desc')

    async def get_overdue_invoices(self, partner_id=None, min_days_overdue=1):
        from datetime import date, timedelta
        cutoff = (date.today() - timedelta(days=min_days_overdue)).isoformat()
        domain = [
            ['move_type', 'in', ['out_invoice', 'out_refund']],
            ['state', '=', 'posted'],
            ['payment_state', 'in', ['not_paid', 'partial']],
            ['invoice_date_due', '<', cutoff],
        ]
        if partner_id:
            domain.append(['partner_id', '=', partner_id])
        fields = ['name', 'partner_id', 'amount_total', 'amount_residual',
                  'invoice_date_due', 'payment_state']
        return await self._odoo.search_read('account.move', domain, fields,
                                            order='invoice_date_due asc')

    async def get_unreconciled_statements(self, journal_id, date_from=None, date_to=None):
        domain = [['journal_id', '=', journal_id], ['is_reconciled', '=', False]]
        if date_from:
            domain.append(['date', '>=', date_from])
        if date_to:
            domain.append(['date', '<=', date_to])
        fields = ['date', 'payment_ref', 'amount', 'partner_id', 'is_reconciled', 'move_id']
        return await self._odoo.search_read('account.bank.statement.line', domain, fields,
                                            order='date asc')

    async def match_statement_line(self, statement_line_id, move_id):
        result = await self._odoo.call(
            'account.bank.statement.line', 'reconcile',
            [[statement_line_id]], {'lines_vals': [{'id': move_id}]})
        return result

    async def send_payment_reminder(self, invoice_id, custom_message=None):
        invoices = await self._odoo.read('account.move', [invoice_id],
                                         ['name', 'partner_id', 'amount_residual', 'invoice_date_due'])
        if not invoices:
            return {'success': False, 'error': 'Invoice not found'}
        inv = invoices[0]
        body = custom_message or (
            f'Reminder: Invoice {inv["name"]} for {inv["amount_residual"]} '
            f'was due on {inv["invoice_date_due"]}. Please arrange payment.')
        msg_id = await self._odoo.post_chatter('account.move', invoice_id, body, subtype='mail.mt_comment')
        return {'success': True, 'message_id': msg_id, 'invoice': inv['name']}

    async def get_financial_summary(self, period='current'):
        from datetime import date
        if period == 'current':
            today = date.today()
            date_from = today.replace(day=1).isoformat()
            date_to = today.isoformat()
        else:
            year, month = period.split('-')
            import calendar
            last_day = calendar.monthrange(int(year), int(month))[1]
            date_from = f'{year}-{month}-01'
            date_to = f'{year}-{month}-{last_day:02d}'
        invoiced = await self._odoo.search_read(
            'account.move',
            [['move_type', '=', 'out_invoice'], ['state', '=', 'posted'],
             ['invoice_date', '>=', date_from], ['invoice_date', '<=', date_to]],
            ['amount_total', 'amount_residual', 'payment_state'])
        total_invoiced = sum(i['amount_total'] for i in invoiced)
        total_outstanding = sum(i['amount_residual'] for i in invoiced)
        paid = sum(1 for i in invoiced if i['payment_state'] == 'paid')
        return {
            'period': period, 'date_from': date_from, 'date_to': date_to,
            'total_invoiced': total_invoiced, 'total_outstanding': total_outstanding,
            'total_paid': total_invoiced - total_outstanding,
            'invoice_count': len(invoiced), 'paid_count': paid,
            'collection_rate': round((1 - total_outstanding/total_invoiced)*100, 1) if total_invoiced else 0,
        }

    async def get_payment_history(self, partner_id):
        fields = ['name', 'payment_type', 'amount', 'state', 'date', 'journal_id', 'ref']
        return await self._odoo.search_read(
            'account.payment',
            [['partner_id', '=', partner_id], ['state', '=', 'posted']],
            fields, limit=50, order='date desc')

    async def flag_for_review(self, model, record_id, reason, severity='medium'):
        note = f'[REVIEW FLAGGED - {severity.upper()}] {reason}'
        await self._odoo.post_chatter(model, record_id, note)
        return {'flagged': True, 'model': model, 'record_id': record_id, 'severity': severity}

    async def post_chatter_note(self, model, record_id, note):
        msg_id = await self._odoo.post_chatter(model, record_id, note)
        return {'success': True, 'message_id': msg_id}