docs(fusion_accounting_followup): CLAUDE.md, UPGRADE_NOTES.md, README.md

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fusion_accounting_followup/README.md

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+# fusion_accounting_followup
+
+AI-augmented customer follow-ups (dunning) for Odoo 19 Community — a
+Fusion-native replacement for Enterprise's `account_followup` module.
+
+## What it does
+
+- Multi-level dunning sequences (gentle reminder, firm warning, legal
+  notice) with delay-day cadence per level
+- 6-bucket aging analysis (current, 1-30, 31-60, 61-90, 91-120, 120+)
+  per customer
+- Per-partner follow-up state machine (`current`, `action_due`,
+  `paused`, `blocked`, `with_credit_team`)
+- Daily cron that scans overdue customers and queues / sends follow-ups
+- Weekly cron that refreshes the AI risk score on every overdue customer
+- Mail templates per level, with per-partner context interpolation
+- Batch wizard for bulk-send across all overdue customers, an
+  arbitrary selection, or a level-filtered subset
+- Per-partner follow-up history with state, level, and amount audit
+- AI augmentation:
+  - **Payment-risk scoring** — 0-100 score plus structured drivers
+    (paid-late ratio, longest-overdue band, recent dispute, etc.)
+  - **Tone selection** — gentle / firm / legal based on level + risk
+  - **Follow-up text generation** — LLM-driven subject + body keyed
+    on tone, with a templated keyword fallback so the feature still
+    works offline
+- Coexists with Enterprise `account_followup` (Enterprise wins by
+  default; the Fusion menu only appears when Enterprise is uninstalled)
+- Migration-aware: bootstrap step backfills `fusion.followup.level`
+  records from existing `account_followup.followup.line` rows so the AI
+  has memory from day 1
+
+## Quick start
+
+```bash
+# Install (sub-module)
+odoo --addons-path=... -i fusion_accounting_followup
+
+# Or install the whole suite via the meta-module
+odoo --addons-path=... -i fusion_accounting
+
+# Open the dashboard (when Enterprise's account_followup is NOT installed)
+# Apps -> Customer Follow-ups -> Overdue Customers
+
+# When Enterprise IS installed: use Enterprise's UI; the engine + AI tools
+# are still available via the AI chat.
+```
+
+## Configuration
+
+- Local LLM (LM Studio, Ollama):
+  - `fusion_accounting.openai_base_url` =
+    `http://host.docker.internal:1234/v1`
+  - `fusion_accounting.openai_model` = your local model name
+  - `fusion_accounting.openai_api_key` = `lm-studio` (anything non-empty)
+  - `fusion_accounting.provider.followup_text` = `openai`
+
+## Public API (engine)
+
+`fusion.followup.engine` is the single write surface. See `CLAUDE.md`
+for the full 7-method signature list.
+
+## See also
+
+- `CLAUDE.md` — agent context
+- `UPGRADE_NOTES.md` — Odoo version anchoring