feat(fusion_accounting_ai): 5 new customer follow-up AI tools

Adds Task 17 tool layer:
- fusion_list_overdue
- fusion_get_partner_followup_detail
- fusion_generate_followup_text
- fusion_send_followup
- fusion_get_partner_risk_score

Tools register through TOOL_DISPATCH and degrade with a clear
error message when fusion_accounting_followup is not installed.
5 TransactionCase tests added (78 total).

Made-with: Cursor

fusion_accounting_ai/services/tools/__init__.py

@@ -11,12 +11,13 @@ from .reporting import TOOLS as REPORTING_TOOLS
 from .audit import TOOLS as AUDIT_TOOLS
 from .financial_reports import TOOLS as FINANCIAL_REPORTS_TOOLS
 from .asset_management import TOOLS as ASSET_MANAGEMENT_TOOLS
+from .customer_followup import TOOLS as CUSTOMER_FOLLOWUP_TOOLS
 
 TOOL_DISPATCH = {}
 for tools_dict in [
     BANK_RECON_TOOLS, HST_TOOLS, AR_TOOLS, AP_TOOLS, JOURNAL_TOOLS,
     MONTH_END_TOOLS, PAYROLL_TOOLS, INVENTORY_TOOLS, ADP_TOOLS,
     REPORTING_TOOLS, AUDIT_TOOLS, FINANCIAL_REPORTS_TOOLS,
-    ASSET_MANAGEMENT_TOOLS,
+    ASSET_MANAGEMENT_TOOLS, CUSTOMER_FOLLOWUP_TOOLS,
 ]:
     TOOL_DISPATCH.update(tools_dict)

fusion_accounting_ai/services/tools/customer_followup.py

@@ -0,0 +1,98 @@
+"""Fusion-engine-routed AI tools for customer follow-ups.
+
+These tools are exposed through TOOL_DISPATCH and let the assistant query
+the customer follow-up engine via natural language. All tools degrade
+gracefully when fusion_accounting_followup is not installed.
+"""
+
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def fusion_list_overdue(env, params):
+    """List partners with overdue invoices, sorted by risk."""
+    if 'fusion.followup.engine' not in env.registry:
+        return {'error': 'fusion_accounting_followup not installed'}
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'followup')
+    return adapter.list_overdue(
+        status=params.get('status'),
+        limit=int(params.get('limit', 50)),
+        company_id=int(params['company_id'])
+            if params.get('company_id') else env.company.id,
+    )
+
+
+def fusion_get_partner_followup_detail(env, params):
+    """Detailed follow-up state for a single partner: aging, risk, history."""
+    if 'fusion.followup.engine' not in env.registry:
+        return {'error': 'fusion_accounting_followup not installed'}
+    Partner = env['res.partner']
+    partner = Partner.browse(int(params['partner_id']))
+    if not partner.exists():
+        return {'error': 'Partner not found'}
+    engine = env['fusion.followup.engine']
+    overdue = engine.get_overdue_for_partner(partner)
+    history = engine.snapshot_followup_history(partner, limit=10)
+    return {
+        'partner_id': partner.id,
+        'partner_name': partner.name,
+        'overdue': overdue,
+        'history': history,
+    }
+
+
+def fusion_generate_followup_text(env, params):
+    """Generate (or fall back to template) follow-up subject + body."""
+    if 'fusion.followup.engine' not in env.registry:
+        return {'error': 'fusion_accounting_followup not installed'}
+    from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
+        generate_followup_text,
+    )
+    return generate_followup_text(
+        env,
+        partner_name=params.get('partner_name', ''),
+        total_overdue=float(params.get('total_overdue', 0)),
+        currency_code=params.get('currency_code', 'USD'),
+        longest_overdue_days=int(params.get('longest_overdue_days', 0)),
+        tone=params.get('tone', 'gentle'),
+        invoice_count=int(params.get('invoice_count', 0)),
+    )
+
+
+def fusion_send_followup(env, params):
+    """Send a follow-up email via the engine (creates a fusion.followup.run)."""
+    if 'fusion.followup.engine' not in env.registry:
+        return {'error': 'fusion_accounting_followup not installed'}
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'followup')
+    return adapter.send_followup(
+        partner_id=int(params['partner_id']),
+        level_id=int(params['level_id']) if params.get('level_id') else None,
+        force=bool(params.get('force', False)),
+    )
+
+
+def fusion_get_partner_risk_score(env, params):
+    """Compute and return the payment-risk score + drivers for a partner."""
+    if 'fusion.followup.engine' not in env.registry:
+        return {'error': 'fusion_accounting_followup not installed'}
+    partner = env['res.partner'].browse(int(params['partner_id']))
+    if not partner.exists():
+        return {'error': 'Partner not found'}
+    overdue = env['fusion.followup.engine'].get_overdue_for_partner(partner)
+    return {
+        'partner_id': partner.id,
+        'partner_name': partner.name,
+        'risk': overdue['risk'],
+    }
+
+
+TOOLS = {
+    'fusion_list_overdue': fusion_list_overdue,
+    'fusion_get_partner_followup_detail': fusion_get_partner_followup_detail,
+    'fusion_generate_followup_text': fusion_generate_followup_text,
+    'fusion_send_followup': fusion_send_followup,
+    'fusion_get_partner_risk_score': fusion_get_partner_risk_score,
+}

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.16',
+    'version': '19.0.1.0.17',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """

fusion_accounting_followup/tests/__init__.py

@@ -12,3 +12,4 @@ from . import test_fusion_followup_engine
 from . import test_engine_integration
 from . import test_followup_controller
 from . import test_followup_adapter
+from . import test_followup_tools

fusion_accounting_followup/tests/test_followup_tools.py

@@ -0,0 +1,61 @@
+"""AI tool dispatch tests for fusion follow-up tools."""
+
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+from odoo.addons.fusion_accounting_ai.services.tools import customer_followup as tools
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupTools(TransactionCase):
+
+    def test_fusion_list_overdue(self):
+        result = tools.fusion_list_overdue(
+            self.env, {'company_id': self.env.company.id},
+        )
+        self.assertIn('partners', result)
+
+    def test_fusion_get_partner_detail(self):
+        partner = self.env['res.partner'].create({
+            'name': 'Tool Partner', 'email': 't@t.local',
+        })
+        result = tools.fusion_get_partner_followup_detail(
+            self.env, {'partner_id': partner.id},
+        )
+        self.assertEqual(result['partner_id'], partner.id)
+
+    def test_fusion_generate_text_uses_fallback(self):
+        self.env['ir.config_parameter'].sudo().search([
+            ('key', 'in', [
+                'fusion_accounting.provider.followup_text',
+                'fusion_accounting.provider.default',
+            ]),
+        ]).unlink()
+        result = tools.fusion_generate_followup_text(self.env, {
+            'partner_name': 'Acme', 'total_overdue': 1000,
+            'currency_code': 'USD', 'longest_overdue_days': 15,
+            'tone': 'gentle',
+        })
+        self.assertIn('subject', result)
+        self.assertIn('body', result)
+
+    def test_fusion_get_risk_score(self):
+        partner = self.env['res.partner'].create({'name': 'Risk Test'})
+        result = tools.fusion_get_partner_risk_score(
+            self.env, {'partner_id': partner.id},
+        )
+        self.assertIn('risk', result)
+
+    def test_tools_registered_in_dispatch(self):
+        from odoo.addons.fusion_accounting_ai.services.tools import TOOL_DISPATCH
+        for tool_name in [
+            'fusion_list_overdue',
+            'fusion_get_partner_followup_detail',
+            'fusion_generate_followup_text',
+            'fusion_send_followup',
+            'fusion_get_partner_risk_score',
+        ]:
+            self.assertIn(
+                tool_name, TOOL_DISPATCH,
+                f"{tool_name} not registered in TOOL_DISPATCH",
+            )