changes

fusion_accounting/fusion_accounting_followup/CLAUDE.md

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+# fusion_accounting_followup — Cursor / Claude Context
+
+## Purpose
+
+AI-augmented customer follow-ups (dunning) — a Fusion-native replacement
+for (and coexisting with) Odoo Enterprise's `account_followup` module.
+Ships in Phase 4 of the fusion_accounting roadmap.
+
+## Architecture
+
+Hybrid: the engine (`fusion.followup.engine`, AbstractModel) is the
+SINGLE write surface for the follow-up lifecycle. Everything else
+(controllers, OWL components, AI tools, wizards, cron) routes through
+the engine's 7-method public API:
+
+- `get_overdue_for_partner(partner)`
+- `compute_followup_level(partner)`
+- `send_followup_email(partner, level=None, force=False)`
+- `escalate_to_next_level(partner)`
+- `pause_followup(partner, until_date=None)`
+- `reset_followup(partner)`
+- `snapshot_followup_history(partner, limit=50)`
+
+Pure-Python services live in `services/`:
+
+- `overdue_aging` — 6 buckets (current, 1-30, 31-60, 61-90, 91-120, 120+)
+- `level_resolver` — match aging to a `fusion.followup.level`
+- `risk_scorer` — 0-100 payment-risk score plus structured drivers
+- `tone_selector` — gentle / firm / legal based on level + risk
+- `followup_text_generator` + `followup_text_prompt` — LLM-generated
+  follow-up text with a templated fallback that keeps the feature
+  usable offline
+
+Persisted models in `models/`:
+
+- `fusion.followup.level` — level definition (delay_days, tone,
+  mail_template_id, requires_manual_review, sequence)
+- `fusion.followup.run` — per-partner audit record (state, level,
+  amount, ai-generated flag, error captured)
+- `fusion.followup.text.cache` — LLM cost-saving cache keyed on
+  (partner, level, tone, prompt fingerprint)
+- `fusion.followup.engine` — AbstractModel (the API)
+- `fusion.followup.cron` — cron handlers (daily scan, weekly risk refresh)
+- `res.partner` (inherits) — adds `fusion_followup_status`,
+  `fusion_followup_paused_until`, `fusion_followup_last_level_id`,
+  `fusion_followup_risk_score`, `fusion_followup_risk_band`
+- `account.move.line` (inherits) — adds `fusion_followup_level_id` and
+  `fusion_followup_last_run_date`
+
+Wizards (TransientModel) in `wizards/`:
+
+- `fusion.batch.followup.wizard` — bulk-send across all overdue
+  customers, a manual selection, or a level-filtered subset; supports
+  `auto_resolve_level`, `override_level_id`, and `force` flags
+
+Controllers: `controllers/followup_controller.py` exposes 6 JSON-RPC
+endpoints under `/fusion/followup/*` (`list_overdue`, `get_partner`,
+`compute_level`, `send`, `escalate`, `pause`, `reset`, `history`,
+`generate_text`). All calls route through the engine.
+
+OWL frontend: `static/src/`
+
+- `services/followup_service.js` — central reactive state + RPC wrappers
+- `views/followup_dashboard/*` — top-level dashboard view
+- `components/risk_badge`, `partner_card`, `aging_bucket_strip`,
+  `ai_text_panel`, `followup_history_table` — 5 components
+- `scss/_variables.scss` + `followup.scss` + `dark_mode.scss`
+- `tours/followup_tours.js` — 5 OWL tour smoke tests
+
+Default data:
+
+- `data/followup_levels_data.xml` — 3 default levels
+  (Reminder @ 7d gentle, Warning @ 30d firm, Legal Notice @ 60d legal)
+- `data/mail_templates_data.xml` — 3 mail templates wired to the levels
+- `data/cron.xml` — daily scan + weekly risk refresh
+
+## Coexistence
+
+When `account_followup` is installed the Customer Follow-ups menu hides
+via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`.
+The engine + AI tools always remain available for the chat / API. The
+migration step in `fusion.migration.wizard` backfills
+`fusion.followup.level` records from existing
+`account_followup.followup.line` rows (idempotent — skips rows already
+linked via the `legacy_followup_line_id` column).
+
+## V19 Conventions Applied
+
+- `_sql_constraints` → `models.Constraint` (every persisted model)
+- `@api.depends('id')` → not used (would raise `NotImplementedError`)
+- `@route(type='json')` → `type='jsonrpc'` (all 6 endpoints in
+  `controllers/followup_controller.py`)
+- `numbercall` removed from `ir.cron` (data/cron.xml)
+- `res.groups.users` → `user_ids` and `ir.ui.menu.groups_id` →
+  `group_ids` (security + menu_views.xml)
+- SCSS: `@import "variables"` is forbidden in V19; rely on manifest
+  asset concatenation order (`_variables.scss` first)
+- OWL `t-on-click` arrow handlers must use an explicit `this.` reference
+
+## Performance baseline (Task 21)
+
+| Operation                              | P95   | Budget   |
+|----------------------------------------|-------|----------|
+| `engine.compute_followup_level`        |  0ms  |  50ms    |
+| `engine.get_overdue_for_partner`       |  1ms  | 100ms    |
+| `engine.send_followup_email` (no due)  |  0ms  | 200ms    |
+| `controller.list_overdue` (20 ptrs)    | 100ms | 500ms    |
+
+(Engine ops measured against partners with no overdue lines — these are
+floor measurements; load-driven scaling is verified in
+`test_performance_benchmarks.py`.) All Phase 4 perf metrics are within
+1x of budget; no optimization needed at ship.
+
+## Test counts (Phase 4 ship)
+
+- 106 logical tests in `fusion_accounting_followup`
+- 0 failures, 0 errors
+- Coverage includes: 4 engine + 1 controller benchmark (tagged
+  `benchmark`), 1 local LLM smoke (tagged `local_llm`, skips when no
+  LLM), 5 OWL tour tests (tagged `tour`, skip without
+  websocket-client), Hypothesis property tests on the engine,
+  integration tests on the public API, controller round-trip tests,
+  cron tests, batch wizard tests, coexistence tests, migration
+  round-trip test.
+
+## Known concerns / Phase 4.5 backlog
+
+- `risk_scorer._compute_risk` `paid_late_count` and `avg_days_late` are
+  placeholders; full reconciliation traversal deferred for performance.
+- Migration tone heuristic could misclassify Enterprise levels with
+  non-standard sequence numbers (numeric sequence outside 1/10/100
+  buckets).
+- `pause_followup` / `reset_followup` do not `sudo()` the partner
+  write — could fail for non-admin users without partner-write rights.
+- Email send is best-effort — failure is captured on the
+  `fusion.followup.run` record but does not raise.
+- `followup_text_generator` always returns a usable dict (templated
+  fallback when LLM absent), so callers can't distinguish "AI said so"
+  from "fallback fired"; the `tone_used` and absence of `key_points`
+  are the only signals.
+- Sub-second SLA on `controller.list_overdue` for partner counts > 200
+  is not yet stress-tested.

fusion_accounting/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

fusion_accounting/fusion_accounting_followup/UPGRADE_NOTES.md

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+# fusion_accounting_followup — Upgrade Notes
+
+## Odoo Version Anchor
+
+This module targets **Odoo 19.0** (community-base).
+
+Reference snapshot of Enterprise code mirrored from:
+- `account_followup` (Odoo 19.0.x)
+- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_followup/`
+
+## Cross-Version Diff Strategy
+
+When a new Odoo version ships:
+
+1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise
+   version
+2. Note any breaking changes in `account_followup.followup.line`,
+   `res.partner` follow-up fields, or mail-template invocation API
+3. For mirrored OWL components, diff Enterprise's new versions against
+   ours and port material changes (signature renames, new behaviour we
+   want to inherit)
+4. Re-run the full test suite + tour tests against the new Odoo version
+5. Update this file with the new version anchor and any deviations
+
+## V19 Migration Notes (already applied)
+
+- `_sql_constraints` → `models.Constraint` (every persisted model)
+- `@api.depends('id')` → not used (would raise `NotImplementedError`)
+- `@route(type='json')` → `type='jsonrpc'` (all 6 endpoints in
+  `controllers/followup_controller.py`)
+- `numbercall` removed from `ir.cron` (data/cron.xml)
+- `res.groups.users` → `user_ids` and `ir.ui.menu.groups_id` →
+  `group_ids` (security + menu_views.xml)
+- SCSS: `@import "variables"` removed; manifest concatenation order
+  (`_variables.scss` first) provides the variables to the rest of the
+  asset bundle
+- OWL `t-on-click` arrow handlers always close over an explicit `this.`
+
+## Phase 4 → Phase 4.5 Migration
+
+If we ship Phase 4.5 (full `paid_late_count` traversal, sub-annual
+follow-up cadences, multi-currency aggregation in `risk_scorer`,
+admin-only pause sudo wrapper), changes will go in incremental commits.
+No DB migration needed (Phase 4 schema is forward-compatible — new
+columns will be nullable / default-valued).
+
+## Coexistence with Enterprise `account_followup`
+
+The migration step in `fusion.migration.wizard` backfills
+`fusion.followup.level` records from existing
+`account_followup.followup.line` rows. It is idempotent (skips rows
+already linked via the `legacy_followup_line_id` column).
+
+When `account_followup` is installed the Customer Follow-ups menu hides
+via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`.
+The engine and AI tools remain available for chat-driven workflows.

fusion_accounting/fusion_accounting_followup/__init__.py

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+from . import models
+from . import services
+from . import controllers
+from . import wizards
+from . import reports

fusion_accounting/fusion_accounting_followup/__manifest__.py

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+{
+    'name': 'Fusion Accounting Follow-up',
+    'version': '19.0.1.1.1',
+    'category': 'Accounting/Accounting',
+    'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
+    'description': """
+Fusion Accounting Follow-up
+===========================
+
+A Fusion-native replacement for Odoo Enterprise's account_followup module.
+
+CORE scope (Phase 4):
+- Multi-level dunning sequences (gentle reminder, firm warning, legal)
+- Per-partner follow-up state (current level, paused-until, history)
+- Automated daily scan + escalation cron
+- Mail templates per level
+
+AI augmentation:
+- Contextually-appropriate follow-up text generation (LLM)
+- Payment-risk scoring from invoice/payment history
+- Tone selection (gentle/firm/legal) based on level + risk
+
+Coexists with Enterprise: when account_followup is installed, the Fusion
+menu hides; the engine + AI tools remain available for the chat.
+""",
+    'author': 'Fusion Accounting',
+    'license': 'LGPL-3',
+    'depends': [
+        'fusion_accounting_core',
+        'fusion_accounting_ai',
+        'fusion_accounting_migration',
+        'account',
+        'mail',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'data/cron.xml',
+        'data/followup_levels_data.xml',
+        'data/mail_templates_data.xml',
+        'wizards/batch_followup_wizard_views.xml',
+        'views/menu_views.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'fusion_accounting_followup/static/src/scss/_variables.scss',
+            'fusion_accounting_followup/static/src/scss/followup.scss',
+            'fusion_accounting_followup/static/src/services/followup_service.js',
+            'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.js',
+            'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.xml',
+            'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard_view.js',
+            'fusion_accounting_followup/static/src/components/risk_badge/risk_badge.js',
+            'fusion_accounting_followup/static/src/components/risk_badge/risk_badge.xml',
+            'fusion_accounting_followup/static/src/components/partner_card/partner_card.js',
+            'fusion_accounting_followup/static/src/components/partner_card/partner_card.xml',
+            'fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.js',
+            'fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.xml',
+            'fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.js',
+            'fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.xml',
+            'fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.js',
+            'fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.xml',
+        ],
+        'web.assets_tests': [
+            'fusion_accounting_followup/static/src/tours/followup_tours.js',
+        ],
+    },
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+    'icon': '/fusion_accounting_followup/static/description/icon.png',
+}

fusion_accounting/fusion_accounting_followup/controllers/__init__.py

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+from . import followup_controller

fusion_accounting/fusion_accounting_followup/controllers/followup_controller.py

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+"""HTTP controller: 6 JSON-RPC endpoints for the OWL follow-up dashboard.
+
+All endpoints route through fusion.followup.engine. V19 type='jsonrpc'.
+"""
+
+import logging
+from datetime import date, datetime
+
+from odoo import _, http
+from odoo.exceptions import ValidationError
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+def _parse_date(value):
+    if isinstance(value, date):
+        return value
+    if not value:
+        return None
+    return datetime.strptime(value, '%Y-%m-%d').date()
+
+
+class FusionFollowupController(http.Controller):
+
+    @http.route('/fusion/followup/list_overdue', type='jsonrpc', auth='user')
+    def list_overdue(self, limit=50, offset=0, status=None, company_id=None):
+        company_id = int(company_id) if company_id else request.env.company.id
+        Partner = request.env['res.partner'].sudo()
+        Line = request.env['account.move.line'].sudo()
+        overdue_partner_ids = Line.search([
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+            ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
+            ('date_maturity', '<', date.today()),
+            ('company_id', '=', company_id),
+        ]).mapped('partner_id').ids
+
+        domain = [('id', 'in', overdue_partner_ids)]
+        if status:
+            domain.append(('fusion_followup_status', '=', status))
+        total = Partner.search_count(domain)
+        partners = Partner.search(domain, limit=int(limit), offset=int(offset))
+
+        engine = request.env['fusion.followup.engine']
+        rows = []
+        for p in partners:
+            try:
+                overdue = engine.get_overdue_for_partner(p)
+                rows.append({
+                    'partner_id': p.id,
+                    'partner_name': p.name,
+                    'email': p.email or '',
+                    'status': p.fusion_followup_status,
+                    'paused_until': str(p.fusion_followup_paused_until)
+                        if p.fusion_followup_paused_until else None,
+                    'last_level_id': p.fusion_followup_last_level_id.id
+                        if p.fusion_followup_last_level_id else None,
+                    'last_level_name': p.fusion_followup_last_level_id.name
+                        if p.fusion_followup_last_level_id else None,
+                    'last_run_date': str(p.fusion_followup_last_run_date)
+                        if p.fusion_followup_last_run_date else None,
+                    'overdue_amount': overdue['aging']['total_overdue_amount'],
+                    'overdue_line_count': overdue['overdue_line_count'],
+                    'risk_score': overdue['risk']['score'],
+                    'risk_band': overdue['risk']['band'],
+                })
+            except Exception as e:
+                _logger.warning("Skipping partner %s in list: %s", p.id, e)
+        return {'count': len(rows), 'total': total, 'partners': rows}
+
+    @http.route('/fusion/followup/get_partner_detail', type='jsonrpc', auth='user')
+    def get_partner_detail(self, partner_id):
+        partner = request.env['res.partner'].browse(int(partner_id))
+        if not partner.exists():
+            raise ValidationError(_("Partner %s not found") % partner_id)
+        engine = request.env['fusion.followup.engine']
+        overdue = engine.get_overdue_for_partner(partner)
+        history = engine.snapshot_followup_history(partner, limit=20)
+        level = engine.compute_followup_level(partner)
+        return {
+            'partner': {
+                'id': partner.id,
+                'name': partner.name,
+                'email': partner.email or '',
+                'status': partner.fusion_followup_status,
+                'paused_until': str(partner.fusion_followup_paused_until)
+                    if partner.fusion_followup_paused_until else None,
+                'last_level_id': partner.fusion_followup_last_level_id.id
+                    if partner.fusion_followup_last_level_id else None,
+                'last_level_name': partner.fusion_followup_last_level_id.name
+                    if partner.fusion_followup_last_level_id else None,
+                'last_run_date': str(partner.fusion_followup_last_run_date)
+                    if partner.fusion_followup_last_run_date else None,
+                'risk_score': partner.fusion_followup_risk_score,
+                'risk_band': partner.fusion_followup_risk_band,
+            },
+            'overdue': overdue,
+            'suggested_level': {
+                'id': level.id, 'name': level.name, 'tone': level.tone,
+                'sequence': level.sequence,
+            } if level else None,
+            'history': history,
+        }
+
+    @http.route('/fusion/followup/generate_text', type='jsonrpc', auth='user')
+    def generate_text(self, partner_id, level_id=None, force_regenerate=False):
+        from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
+            generate_followup_text,
+        )
+        from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
+
+        partner = request.env['res.partner'].browse(int(partner_id))
+        engine = request.env['fusion.followup.engine']
+        if level_id:
+            level = request.env['fusion.followup.level'].browse(int(level_id))
+        else:
+            level = engine.compute_followup_level(partner)
+        if not level:
+            return {'status': 'no_level', 'partner_id': partner.id}
+
+        overdue = engine.get_overdue_for_partner(partner)
+        tone = select_tone(
+            level_sequence=level.sequence,
+            risk_score=overdue['risk']['score'],
+        )
+
+        currency_code = 'USD'
+        if partner.company_id and partner.company_id.currency_id:
+            currency_code = partner.company_id.currency_id.name or 'USD'
+
+        text = generate_followup_text(
+            request.env,
+            partner_name=partner.name,
+            total_overdue=overdue['aging']['total_overdue_amount'],
+            currency_code=currency_code,
+            longest_overdue_days=engine._max_overdue_days_from_aging(overdue['aging']),
+            tone=tone,
+            invoice_count=overdue['overdue_line_count'],
+            risk_drivers=overdue['risk']['drivers'],
+        )
+        return {
+            'status': 'ok',
+            'partner_id': partner.id,
+            'level_id': level.id,
+            'tone': tone,
+            'subject': text.get('subject', ''),
+            'body': text.get('body', ''),
+            'tone_used': text.get('tone_used', tone),
+            'key_points': text.get('key_points', []),
+        }
+
+    @http.route('/fusion/followup/send', type='jsonrpc', auth='user')
+    def send_followup(self, partner_id, level_id=None, force=False):
+        partner = request.env['res.partner'].browse(int(partner_id))
+        engine = request.env['fusion.followup.engine']
+        level = None
+        if level_id:
+            level = request.env['fusion.followup.level'].browse(int(level_id))
+        return engine.send_followup_email(partner, level=level, force=bool(force))
+
+    @http.route('/fusion/followup/pause', type='jsonrpc', auth='user')
+    def pause(self, partner_id, until_date=None):
+        partner = request.env['res.partner'].browse(int(partner_id))
+        engine = request.env['fusion.followup.engine']
+        return engine.pause_followup(partner, until_date=_parse_date(until_date))
+
+    @http.route('/fusion/followup/reset', type='jsonrpc', auth='user')
+    def reset(self, partner_id):
+        partner = request.env['res.partner'].browse(int(partner_id))
+        engine = request.env['fusion.followup.engine']
+        return engine.reset_followup(partner)

fusion_accounting/fusion_accounting_followup/data/cron.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <record id="cron_fusion_followup_daily_scan" model="ir.cron">
+        <field name="name">Fusion Follow-up — Daily Scan + Send</field>
+        <field name="model_id" ref="model_fusion_followup_cron"/>
+        <field name="state">code</field>
+        <field name="code">model._cron_daily_scan()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active" eval="True"/>
+    </record>
+
+    <record id="cron_fusion_followup_risk_refresh" model="ir.cron">
+        <field name="name">Fusion Follow-up — Weekly Risk Refresh</field>
+        <field name="model_id" ref="model_fusion_followup_cron"/>
+        <field name="state">code</field>
+        <field name="code">model._cron_risk_refresh()</field>
+        <field name="interval_number">7</field>
+        <field name="interval_type">days</field>
+        <field name="active" eval="True"/>
+    </record>
+
+</odoo>

fusion_accounting/fusion_accounting_followup/data/followup_levels_data.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <record id="level_reminder" model="fusion.followup.level">
+        <field name="name">Friendly Reminder</field>
+        <field name="sequence">1</field>
+        <field name="delay_days">7</field>
+        <field name="tone">gentle</field>
+        <field name="description">First contact - friendly reminder of overdue invoice.</field>
+        <field name="active" eval="True"/>
+    </record>
+
+    <record id="level_warning" model="fusion.followup.level">
+        <field name="name">Firm Warning</field>
+        <field name="sequence">2</field>
+        <field name="delay_days">30</field>
+        <field name="tone">firm</field>
+        <field name="description">Second contact - clear request for immediate action.</field>
+        <field name="active" eval="True"/>
+    </record>
+
+    <record id="level_legal_notice" model="fusion.followup.level">
+        <field name="name">Legal Notice</field>
+        <field name="sequence">3</field>
+        <field name="delay_days">60</field>
+        <field name="tone">legal</field>
+        <field name="description">Final notice before referring to collections.</field>
+        <field name="requires_manual_review" eval="True"/>
+        <field name="active" eval="True"/>
+    </record>
+
+</odoo>

fusion_accounting/fusion_accounting_followup/data/mail_templates_data.xml

@@ -0,0 +1,85 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <record id="email_template_followup_gentle" model="mail.template">
+        <field name="name">Fusion Followup: Friendly Reminder</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="subject">Friendly reminder: invoice payment</field>
+        <field name="email_from">{{ user.email_formatted }}</field>
+        <field name="email_to">{{ object.email }}</field>
+        <field name="body_html" type="html">
+<div>
+    <p>Dear <t t-out="object.name"/>,</p>
+    <p>This is a friendly reminder that you have outstanding invoices on
+    your account. We understand that things happen — please let us know
+    if there is anything we can do to help resolve this.</p>
+    <p>You can review your account statement at any time, or contact our
+    accounts receivable team with any questions.</p>
+    <p>Best regards,<br/>
+    <t t-out="user.company_id.name"/></p>
+</div>
+        </field>
+        <field name="lang">{{ object.lang }}</field>
+        <field name="auto_delete" eval="True"/>
+    </record>
+
+    <record id="email_template_followup_firm" model="mail.template">
+        <field name="name">Fusion Followup: Firm Warning</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="subject">Outstanding invoices — action required</field>
+        <field name="email_from">{{ user.email_formatted }}</field>
+        <field name="email_to">{{ object.email }}</field>
+        <field name="body_html" type="html">
+<div>
+    <p>Dear <t t-out="object.name"/>,</p>
+    <p>Our records show outstanding invoices that require your immediate
+    attention. We request that you remit payment as soon as possible to
+    avoid further escalation.</p>
+    <p>If you have already remitted payment, please disregard this notice
+    and contact us with the payment details so we can update our records.</p>
+    <p>If there are any disputes or concerns regarding these invoices,
+    please contact our accounts receivable team immediately.</p>
+    <p>Regards,<br/>
+    <t t-out="user.company_id.name"/></p>
+</div>
+        </field>
+        <field name="lang">{{ object.lang }}</field>
+        <field name="auto_delete" eval="True"/>
+    </record>
+
+    <record id="email_template_followup_legal" model="mail.template">
+        <field name="name">Fusion Followup: Legal Notice</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="subject">FINAL NOTICE — outstanding balance</field>
+        <field name="email_from">{{ user.email_formatted }}</field>
+        <field name="email_to">{{ object.email }}</field>
+        <field name="body_html" type="html">
+<div>
+    <p>Dear <t t-out="object.name"/>,</p>
+    <p>This is a FINAL NOTICE regarding outstanding invoices on your
+    account. Despite previous reminders, your balance remains unpaid.</p>
+    <p>If full payment is not received within 7 days from the date of this
+    notice, we will be forced to refer this matter to our legal department
+    for collection. This may include reporting the delinquency to credit
+    bureaus and pursuing further legal action as permitted by law.</p>
+    <p>Please contact us immediately to resolve this matter.</p>
+    <p>Regards,<br/>
+    <t t-out="user.company_id.name"/></p>
+</div>
+        </field>
+        <field name="lang">{{ object.lang }}</field>
+        <field name="auto_delete" eval="True"/>
+    </record>
+
+    <!-- Wire templates to default levels -->
+    <record id="level_reminder" model="fusion.followup.level">
+        <field name="mail_template_id" ref="email_template_followup_gentle"/>
+    </record>
+    <record id="level_warning" model="fusion.followup.level">
+        <field name="mail_template_id" ref="email_template_followup_firm"/>
+    </record>
+    <record id="level_legal_notice" model="fusion.followup.level">
+        <field name="mail_template_id" ref="email_template_followup_legal"/>
+    </record>
+
+</odoo>

fusion_accounting/fusion_accounting_followup/graphify-out/GRAPH_REPORT.md

@@ -0,0 +1,294 @@
+# Graph Report - /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup  (2026-04-22)
+
+## Corpus Check
+- 57 files · ~13,245 words
+- Verdict: corpus is large enough that graph structure adds value.
+
+## Summary
+- 354 nodes · 497 edges · 40 communities detected
+- Extraction: 73% EXTRACTED · 27% INFERRED · 0% AMBIGUOUS · INFERRED: 132 edges (avg confidence: 0.76)
+- Token cost: 0 input · 0 output
+
+## Community Hubs (Navigation)
+- [[_COMMUNITY_Community 0|Community 0]]
+- [[_COMMUNITY_Community 1|Community 1]]
+- [[_COMMUNITY_Community 2|Community 2]]
+- [[_COMMUNITY_Community 3|Community 3]]
+- [[_COMMUNITY_Community 4|Community 4]]
+- [[_COMMUNITY_Community 5|Community 5]]
+- [[_COMMUNITY_Community 6|Community 6]]
+- [[_COMMUNITY_Community 7|Community 7]]
+- [[_COMMUNITY_Community 8|Community 8]]
+- [[_COMMUNITY_Community 9|Community 9]]
+- [[_COMMUNITY_Community 10|Community 10]]
+- [[_COMMUNITY_Community 11|Community 11]]
+- [[_COMMUNITY_Community 12|Community 12]]
+- [[_COMMUNITY_Community 13|Community 13]]
+- [[_COMMUNITY_Community 14|Community 14]]
+- [[_COMMUNITY_Community 15|Community 15]]
+- [[_COMMUNITY_Community 16|Community 16]]
+- [[_COMMUNITY_Community 17|Community 17]]
+- [[_COMMUNITY_Community 18|Community 18]]
+- [[_COMMUNITY_Community 19|Community 19]]
+- [[_COMMUNITY_Community 20|Community 20]]
+- [[_COMMUNITY_Community 21|Community 21]]
+- [[_COMMUNITY_Community 22|Community 22]]
+- [[_COMMUNITY_Community 23|Community 23]]
+- [[_COMMUNITY_Community 24|Community 24]]
+- [[_COMMUNITY_Community 25|Community 25]]
+- [[_COMMUNITY_Community 26|Community 26]]
+- [[_COMMUNITY_Community 27|Community 27]]
+- [[_COMMUNITY_Community 28|Community 28]]
+- [[_COMMUNITY_Community 29|Community 29]]
+- [[_COMMUNITY_Community 30|Community 30]]
+- [[_COMMUNITY_Community 31|Community 31]]
+- [[_COMMUNITY_Community 32|Community 32]]
+- [[_COMMUNITY_Community 33|Community 33]]
+- [[_COMMUNITY_Community 34|Community 34]]
+- [[_COMMUNITY_Community 35|Community 35]]
+- [[_COMMUNITY_Community 36|Community 36]]
+- [[_COMMUNITY_Community 37|Community 37]]
+- [[_COMMUNITY_Community 38|Community 38]]
+- [[_COMMUNITY_Community 39|Community 39]]
+
+## God Nodes (most connected - your core abstractions)
+1. `send_followup_email()` - 22 edges
+2. `compute_aging()` - 21 edges
+3. `FollowupLevelSpec` - 20 edges
+4. `get_overdue_for_partner()` - 13 edges
+5. `compute_followup_level()` - 12 edges
+6. `generate_followup_text()` - 12 edges
+7. `TestFusionFollowupEngine` - 11 edges
+8. `select_tone()` - 11 edges
+9. `TestFollowupController` - 10 edges
+10. `TestLevelResolver` - 10 edges
+
+## Surprising Connections (you probably didn't know these)
+- `test_buckets_sum_equals_total()` --calls--> `compute_aging()`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/tests/test_engine_property.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/services/overdue_aging.py
+- `test_overdue_amount_excludes_current()` --calls--> `compute_aging()`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/tests/test_engine_property.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/services/overdue_aging.py
+- `test_risk_score_in_range()` --calls--> `score_partner()`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/tests/test_engine_property.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/services/risk_scorer.py
+- `The follow-up engine — orchestrator for customer follow-ups.  7-method public AP` --uses--> `FollowupLevelSpec`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_engine.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/services/level_resolver.py
+- `Cache lookup + LLM fallback.` --uses--> `FollowupLevelSpec`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_engine.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/services/level_resolver.py
+
+## Communities
+
+### Community 0 - "Community 0"
+Cohesion: 0.07
+Nodes (22): FusionFollowupController, get_partner_detail(), list_overdue(), _parse_date(), pause(), HTTP controller: 6 JSON-RPC endpoints for the OWL follow-up dashboard.  All endp, reset(), send_followup() (+14 more)
+
+### Community 1 - "Community 1"
+Cohesion: 0.11
+Nodes (13): _max_days_overdue(), Level resolver: which follow-up level should fire for this partner?  Pure-Python, Pick the highest-sequence level whose delay_days has been crossed by     the mos, Return the actual max days-overdue tracked on the report, falling     back to th, resolve_level(), AgingBucket, AgingReport, compute_aging() (+5 more)
+
+### Community 2 - "Community 2"
+Cohesion: 0.07
+Nodes (14): Both new fields are declared on account.move.line., We can write the new fields onto an existing move line., Verify follow-up tracking fields are added to account.move.line., TestAccountMoveLineFollowup, Coexistence tests: fusion_accounting_followup menu only visible when Enterprise, TestFollowupCoexistence, Property-based invariants for follow-up services., test_buckets_sum_equals_total() (+6 more)
+
+### Community 3 - "Community 3"
+Cohesion: 0.11
+Nodes (14): generate_text(), FusionFollowupEngine, Force the next-higher level than the partner's current last_level., Pause follow-ups for a partner until a date (default 30 days)., Reset partner's follow-up state to no_action., Return audit history for a partner., Fetch posted, unreconciled receivable lines for a partner., Compute risk score from partner's payment history. (+6 more)
+
+### Community 4 - "Community 4"
+Cohesion: 0.15
+Nodes (2): FollowupDashboard, FollowupService
+
+### Community 5 - "Community 5"
+Cohesion: 0.13
+Nodes (10): generate_followup_text(), _get_provider(), AI-generated follow-up text with templated fallback., Look up provider for 'followup_text' feature., Generate follow-up text via LLM, with templated fallback.      Returns: {subject, _templated_fallback(), build_prompt(), LLM prompt for AI-generated follow-up text.  Output contract: {   "subject": str (+2 more)
+
+### Community 6 - "Community 6"
+Cohesion: 0.13
+Nodes (7): HttpCase, Python wrappers for OWL tours via HttpCase.start_tour., TestFollowupTours, _percentile(), Performance benchmarks tagged 'benchmark'., TestControllerBenchmarks, TestEngineBenchmarks
+
+### Community 7 - "Community 7"
+Cohesion: 0.21
+Nodes (6): Cache lookup + LLM fallback., compute_fingerprint(), FusionFollowupTextCache, lookup(), Cache of AI-generated follow-up text to avoid LLM cost on repeats., TestFusionFollowupTextCache
+
+### Community 8 - "Community 8"
+Cohesion: 0.19
+Nodes (6): FusionMigrationWizard, Followup-specific migration step.  Backfills fusion.followup.level from Enterpri, Backfill fusion.followup.level from account_followup.followup.line., Migration step: copy Enterprise account_followup per-partner state         onto, Verify the partner-state migration step runs without error., TestFollowupMigrationRoundTrip
+
+### Community 9 - "Community 9"
+Cohesion: 0.24
+Nodes (5): PartnerRiskScore, Payment-history risk scorer.  Pure-Python: takes payment history (list of paymen, Compute a 0-100 risk score from payment-history primitives.      Heuristic weigh, score_partner(), TestRiskScorer
+
+### Community 10 - "Community 10"
+Cohesion: 0.22
+Nodes (5): test_tone_always_in_valid_set(), TestToneSelector, Tone selector: pick gentle/firm/legal based on follow-up level + risk score., Default tone follows level sequence; high risk can escalate., select_tone()
+
+### Community 11 - "Community 11"
+Cohesion: 0.18
+Nodes (3): FusionFollowupRun, Audit record of one follow-up execution (per partner per level)., TestFusionFollowupRun
+
+### Community 12 - "Community 12"
+Cohesion: 0.2
+Nodes (6): _cron_daily_scan(), _cron_risk_refresh(), FusionFollowupCron, Cron handlers for fusion_accounting_followup.  Two scheduled jobs: - Daily scan:, Smoke tests for the fusion follow-up cron handlers., TestFollowupCron
+
+### Community 13 - "Community 13"
+Cohesion: 0.29
+Nodes (2): HttpCase tests for the 6 follow-up JSON-RPC endpoints., TestFollowupController
+
+### Community 14 - "Community 14"
+Cohesion: 0.2
+Nodes (3): Inherit res.partner: add follow-up state fields., ResPartner, TestResPartnerFollowup
+
+### Community 15 - "Community 15"
+Cohesion: 0.22
+Nodes (3): FusionBatchFollowupWizard, Batch send follow-ups to selected partners (or all overdue)., TestBatchFollowupWizard
+
+### Community 16 - "Community 16"
+Cohesion: 0.25
+Nodes (2): AI tool dispatch tests for fusion follow-up tools., TestFusionFollowupTools
+
+### Community 17 - "Community 17"
+Cohesion: 0.25
+Nodes (2): FollowupAdapter wiring tests — engine paths., TestFollowupAdapter
+
+### Community 18 - "Community 18"
+Cohesion: 0.38
+Nodes (4): _detect_local_llm(), Local LLM compat test for followup_text_generator.  Auto-detects LM Studio (:123, _server_reachable(), TestLocalLLMFollowupText
+
+### Community 19 - "Community 19"
+Cohesion: 0.67
+Nodes (2): AccountMoveLine, Inherit account.move.line: track last follow-up level.
+
+### Community 20 - "Community 20"
+Cohesion: 0.67
+Nodes (2): FusionFollowupLevel, Follow-up level definition (e.g. Reminder at 7 days, Warning at 30, Legal at 60)
+
+### Community 21 - "Community 21"
+Cohesion: 0.67
+Nodes (1): FollowupHistoryTable
+
+### Community 22 - "Community 22"
+Cohesion: 0.67
+Nodes (1): AgingBucketStrip
+
+### Community 23 - "Community 23"
+Cohesion: 1.0
+Nodes (1): RiskBadge
+
+### Community 24 - "Community 24"
+Cohesion: 1.0
+Nodes (1): PartnerCard
+
+### Community 25 - "Community 25"
+Cohesion: 1.0
+Nodes (1): AiTextPanel
+
+### Community 26 - "Community 26"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 27 - "Community 27"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 28 - "Community 28"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 29 - "Community 29"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 30 - "Community 30"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 31 - "Community 31"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 32 - "Community 32"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 33 - "Community 33"
+Cohesion: 1.0
+Nodes (1): Stable hash of the inputs that determine the generated text.
+
+### Community 34 - "Community 34"
+Cohesion: 1.0
+Nodes (1): Find a cached entry matching these inputs, or empty recordset.
+
+### Community 35 - "Community 35"
+Cohesion: 1.0
+Nodes (1): Scan every partner with overdue and send follow-ups when due.
+
+### Community 36 - "Community 36"
+Cohesion: 1.0
+Nodes (1): Refresh fusion_followup_risk_score on every partner with overdue.
+
+### Community 37 - "Community 37"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 38 - "Community 38"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 39 - "Community 39"
+Cohesion: 1.0
+Nodes (0): 
+
+## Knowledge Gaps
+- **58 isolated node(s):** `Property-based invariants for follow-up services.`, `AI tool dispatch tests for fusion follow-up tools.`, `Local LLM compat test for followup_text_generator.  Auto-detects LM Studio (:123`, `Verify follow-up tracking fields are added to account.move.line.`, `Both new fields are declared on account.move.line.` (+53 more)
+  These have ≤1 connection - possible missing edges or undocumented components.
+- **Thin community `Community 23`** (2 nodes): `RiskBadge`, `risk_badge.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 24`** (2 nodes): `PartnerCard`, `partner_card.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 25`** (2 nodes): `AiTextPanel`, `ai_text_panel.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 26`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 27`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 28`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 29`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 30`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 31`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 32`** (1 nodes): `__manifest__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 33`** (1 nodes): `Stable hash of the inputs that determine the generated text.`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 34`** (1 nodes): `Find a cached entry matching these inputs, or empty recordset.`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 35`** (1 nodes): `Scan every partner with overdue and send follow-ups when due.`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 36`** (1 nodes): `Refresh fusion_followup_risk_score on every partner with overdue.`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 37`** (1 nodes): `followup_tours.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 38`** (1 nodes): `followup_dashboard_view.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 39`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+
+## Suggested Questions
+_Questions this graph is uniquely positioned to answer:_
+
+- **Why does `TestEngineBenchmarks` connect `Community 6` to `Community 2`?**
+  _High betweenness centrality (0.099) - this node is a cross-community bridge._
+- **Why does `send_followup_email()` connect `Community 0` to `Community 3`, `Community 6`, `Community 7`, `Community 10`, `Community 12`, `Community 15`?**
+  _High betweenness centrality (0.089) - this node is a cross-community bridge._
+- **Are the 14 inferred relationships involving `send_followup_email()` (e.g. with `.test_send_no_overdue_returns_no_action()` and `.test_send_followup_p95()`) actually correct?**
+  _`send_followup_email()` has 14 INFERRED edges - model-reasoned connections that need verification._
+- **Are the 16 inferred relationships involving `compute_aging()` (e.g. with `test_buckets_sum_equals_total()` and `test_overdue_amount_excludes_current()`) actually correct?**
+  _`compute_aging()` has 16 INFERRED edges - model-reasoned connections that need verification._
+- **Are the 18 inferred relationships involving `FollowupLevelSpec` (e.g. with `TestLevelResolver` and `FusionFollowupEngine`) actually correct?**
+  _`FollowupLevelSpec` has 18 INFERRED edges - model-reasoned connections that need verification._
+- **Are the 9 inferred relationships involving `get_overdue_for_partner()` (e.g. with `.test_get_overdue_returns_dict()` and `.test_get_overdue_p95()`) actually correct?**
+  _`get_overdue_for_partner()` has 9 INFERRED edges - model-reasoned connections that need verification._
+- **What connects `Property-based invariants for follow-up services.`, `AI tool dispatch tests for fusion follow-up tools.`, `Local LLM compat test for followup_text_generator.  Auto-detects LM Studio (:123` to the rest of the system?**
+  _58 weakly-connected nodes found - possible documentation gaps or missing edges._

fusion_accounting/fusion_accounting_followup/graphify-out/cache/008096a3ffafbb4ebf4c9989e7c2ae076396a00d0fac433871cd909b5ad58800.json

@@ -0,0 +1 @@
+{"nodes": [{"id": "users_gurpreet_github_odoo_modules_fusion_accounting_followup_models_fusion_followup_level_py", "label": "fusion_followup_level.py", "file_type": "code", "source_file": "/Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_level.py", "source_location": "L1"}, {"id": "fusion_followup_level_fusionfollowuplevel", "label": "FusionFollowupLevel", "file_type": "code", "source_file": "/Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_level.py", "source_location": "L13"}, {"id": "fusion_followup_level_rationale_1", "label": "Follow-up level definition (e.g. Reminder at 7 days, Warning at 30, Legal at 60)", "file_type": "rationale", "source_file": "/Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_level.py", "source_location": "L1"}], "edges": [{"source": "users_gurpreet_github_odoo_modules_fusion_accounting_followup_models_fusion_followup_level_py", "target": "odoo", "relation": "imports_from", "confidence": "EXTRACTED", "source_file": "/Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_level.py", "source_location": "L3", "weight": 1.0}, {"source": "users_gurpreet_github_odoo_modules_fusion_accounting_followup_models_fusion_followup_level_py", "target": "fusion_followup_level_fusionfollowuplevel", "relation": "contains", "confidence": "EXTRACTED", "source_file": "/Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_level.py", "source_location": "L13", "weight": 1.0}, {"source": "fusion_followup_level_rationale_1", "target": "users_gurpreet_github_odoo_modules_fusion_accounting_followup_models_fusion_followup_level_py", "relation": "rationale_for", "confidence": "EXTRACTED", "source_file": "/Users/gurpreet/Github/Odoo-Modules/fusion_accounting_followup/models/fusion_followup_level.py", "source_location": "L1", "weight": 1.0}], "raw_calls": []}

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fusion_accounting/fusion_accounting_followup/models/__init__.py

@@ -0,0 +1,8 @@
+from . import fusion_followup_level
+from . import fusion_followup_run
+from . import fusion_followup_text_cache
+from . import res_partner
+from . import account_move_line
+from . import fusion_followup_engine
+from . import fusion_followup_cron
+from . import fusion_migration_wizard

fusion_accounting/fusion_accounting_followup/models/account_move_line.py

@@ -0,0 +1,14 @@
+"""Inherit account.move.line: track last follow-up level."""
+
+from odoo import _, api, fields, models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    fusion_followup_level_id = fields.Many2one(
+        'fusion.followup.level', copy=False,
+        help="Last follow-up level at which this line was contacted.")
+    fusion_followup_last_run_date = fields.Datetime(
+        copy=False,
+        help="When the line was most-recently included in a follow-up.")

fusion_accounting/fusion_accounting_followup/models/fusion_followup_cron.py

@@ -0,0 +1,84 @@
+"""Cron handlers for fusion_accounting_followup.
+
+Two scheduled jobs:
+- Daily scan: walk every partner with an open overdue receivable line and
+  call the engine to send/escalate where appropriate.
+- Weekly risk refresh: recompute fusion_followup_risk_score on every
+  partner with overdue.
+"""
+
+import logging
+from datetime import date
+
+from odoo import api, models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionFollowupCron(models.AbstractModel):
+    _name = "fusion.followup.cron"
+    _description = "Fusion Follow-up Cron Handlers"
+
+    @api.model
+    def _cron_daily_scan(self):
+        """Scan every partner with overdue and send follow-ups when due."""
+        engine = self.env['fusion.followup.engine']
+        Line = self.env['account.move.line'].sudo()
+        overdue_lines = Line.search([
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+            ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
+            ('date_maturity', '<', date.today()),
+        ])
+        partner_ids = list(set(overdue_lines.mapped('partner_id').ids))
+        sent = 0
+        skipped = 0
+        for pid in partner_ids:
+            partner = self.env['res.partner'].sudo().browse(pid)
+            if not partner.exists():
+                continue
+            try:
+                with self.env.cr.savepoint():
+                    result = engine.send_followup_email(partner)
+                    if result.get('status') == 'sent':
+                        sent += 1
+                    else:
+                        skipped += 1
+            except Exception as e:
+                _logger.warning(
+                    "Cron daily_scan failed for partner %s: %s", pid, e,
+                )
+                skipped += 1
+        _logger.info(
+            "Cron: scanned %d partners, sent %d, skipped %d",
+            len(partner_ids), sent, skipped,
+        )
+
+    @api.model
+    def _cron_risk_refresh(self):
+        """Refresh fusion_followup_risk_score on every partner with overdue."""
+        Partner = self.env['res.partner'].sudo()
+        engine = self.env['fusion.followup.engine']
+        Line = self.env['account.move.line'].sudo()
+        partner_ids = list(set(Line.search([
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+            ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
+        ]).mapped('partner_id').ids))
+        updated = 0
+        for pid in partner_ids:
+            partner = Partner.browse(pid)
+            try:
+                overdue = engine.get_overdue_for_partner(partner)
+                partner.write({
+                    'fusion_followup_risk_score': overdue['risk']['score'],
+                    'fusion_followup_risk_band': overdue['risk']['band'],
+                })
+                updated += 1
+            except Exception as e:
+                _logger.warning(
+                    "Risk refresh failed for partner %s: %s", pid, e,
+                )
+        _logger.info("Cron: refreshed risk on %d partners", updated)

fusion_accounting/fusion_accounting_followup/models/fusion_followup_engine.py

@@ -0,0 +1,379 @@
+"""The follow-up engine — orchestrator for customer follow-ups.
+
+7-method public API. All controllers, AI tools, wizards, cron must
+go through this engine; no direct ORM writes to fusion.followup.run
+from elsewhere."""
+
+import logging
+from datetime import date, timedelta
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError, UserError
+
+from ..services.overdue_aging import compute_aging
+from ..services.level_resolver import resolve_level, FollowupLevelSpec
+from ..services.risk_scorer import score_partner
+from ..services.tone_selector import select_tone
+from ..services.followup_text_generator import generate_followup_text
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionFollowupEngine(models.AbstractModel):
+    _name = "fusion.followup.engine"
+    _description = "Fusion Follow-up Engine"
+
+    # ============================================================
+    # PUBLIC API (7 methods)
+    # ============================================================
+
+    @api.model
+    def get_overdue_for_partner(self, partner) -> dict:
+        """Return aging report + risk score for a partner."""
+        partner.ensure_one()
+        as_of = fields.Date.today()
+        move_lines = self._fetch_overdue_lines(partner)
+        aging = compute_aging(
+            move_lines=[{
+                'date_maturity': l.date_maturity,
+                'amount_residual': l.amount_residual,
+            } for l in move_lines],
+            as_of=as_of,
+        )
+        risk = self._compute_risk(partner, move_lines)
+        return {
+            'partner_id': partner.id,
+            'as_of': str(as_of),
+            'aging': aging.to_dict(),
+            'risk': {
+                'score': risk.score,
+                'band': risk.band,
+                'drivers': risk.drivers,
+            },
+            'overdue_line_count': len(move_lines),
+        }
+
+    @api.model
+    def compute_followup_level(self, partner, *, ignore_pause=False):
+        """Return the fusion.followup.level recordset that should fire now,
+        or empty recordset if no action needed."""
+        partner.ensure_one()
+        Level = self.env['fusion.followup.level']
+        if not ignore_pause and partner.fusion_followup_paused_until and \
+                partner.fusion_followup_paused_until > fields.Date.today():
+            return Level
+
+        as_of = fields.Date.today()
+        move_lines = self._fetch_overdue_lines(partner)
+        if not move_lines:
+            return Level
+        aging = compute_aging(
+            move_lines=[{
+                'date_maturity': l.date_maturity,
+                'amount_residual': l.amount_residual,
+            } for l in move_lines],
+            as_of=as_of,
+        )
+
+        company_id = partner.company_id.id if partner.company_id else self.env.company.id
+        levels = Level.search([
+            ('active', '=', True),
+            '|', ('company_id', '=', company_id), ('company_id', '=', False),
+        ], order='sequence')
+        if not levels:
+            return Level
+
+        specs = [FollowupLevelSpec(
+            sequence=l.sequence, name=l.name,
+            delay_days=l.delay_days, tone=l.tone,
+        ) for l in levels]
+
+        chosen_spec = resolve_level(aging_report=aging, levels=specs)
+        if chosen_spec is None:
+            return Level
+
+        return levels.filtered(lambda l: l.sequence == chosen_spec.sequence)[:1]
+
+    @api.model
+    def send_followup_email(self, partner, *, level=None, force=False) -> dict:
+        """Send a follow-up email at the given level (or auto-resolve if None).
+
+        Creates a fusion.followup.run record. Uses cached text if available."""
+        partner.ensure_one()
+
+        if not force and partner.fusion_followup_paused_until and \
+                partner.fusion_followup_paused_until > fields.Date.today():
+            return {
+                'status': 'paused_until_' + str(partner.fusion_followup_paused_until),
+                'partner_id': partner.id,
+            }
+
+        if not level:
+            level = self.compute_followup_level(partner, ignore_pause=force)
+            if not level:
+                return {'status': 'no_action', 'partner_id': partner.id}
+
+        if level.requires_manual_review and not force:
+            run = self._create_run(partner, level, state='manual_review')
+            return {
+                'status': 'manual_review',
+                'partner_id': partner.id,
+                'run_id': run.id,
+            }
+
+        overdue_data = self.get_overdue_for_partner(partner)
+        if overdue_data['overdue_line_count'] == 0:
+            return {'status': 'no_overdue', 'partner_id': partner.id}
+
+        tone = select_tone(
+            level_sequence=level.sequence,
+            risk_score=overdue_data['risk']['score'],
+        )
+
+        text_data = self._get_or_generate_text(
+            partner=partner, level=level,
+            overdue_amount=overdue_data['aging']['total_overdue_amount'],
+            longest_overdue_days=self._max_overdue_days_from_aging(overdue_data['aging']),
+            invoice_count=overdue_data['overdue_line_count'],
+            tone=tone, risk_drivers=overdue_data['risk']['drivers'],
+        )
+
+        run = self._create_run(
+            partner, level, state='draft',
+            overdue_amount=overdue_data['aging']['total_overdue_amount'],
+            longest_overdue_days=self._max_overdue_days_from_aging(overdue_data['aging']),
+            risk_score=overdue_data['risk']['score'],
+            risk_band=overdue_data['risk']['band'],
+            subject=text_data['subject'],
+            body=text_data['body'],
+            tone_used=text_data['tone_used'],
+            text_was_ai_generated=text_data.get('_was_ai', False),
+        )
+
+        try:
+            self._send_email(partner, run)
+            run.write({'state': 'sent'})
+            partner.write({
+                'fusion_followup_status': 'no_action',
+                'fusion_followup_last_level_id': level.id,
+                'fusion_followup_last_run_date': fields.Datetime.now(),
+            })
+        except Exception as e:
+            _logger.warning("Email send failed for partner %s: %s", partner.id, e)
+            run.write({'state': 'failed', 'error_message': str(e)})
+
+        return {
+            'status': 'sent', 'partner_id': partner.id,
+            'run_id': run.id, 'level_id': level.id, 'tone': tone,
+        }
+
+    @api.model
+    def escalate_to_next_level(self, partner) -> dict:
+        """Force the next-higher level than the partner's current last_level."""
+        partner.ensure_one()
+        Level = self.env['fusion.followup.level']
+        current = partner.fusion_followup_last_level_id
+        next_seq = (current.sequence + 1) if current else 1
+        company_id = partner.company_id.id if partner.company_id else self.env.company.id
+        next_level = Level.search([
+            ('active', '=', True),
+            ('sequence', '>=', next_seq),
+            '|', ('company_id', '=', company_id), ('company_id', '=', False),
+        ], order='sequence', limit=1)
+        if not next_level:
+            return {'status': 'at_max_level', 'partner_id': partner.id}
+        return self.send_followup_email(partner, level=next_level, force=True)
+
+    @api.model
+    def pause_followup(self, partner, until_date: date = None) -> dict:
+        """Pause follow-ups for a partner until a date (default 30 days)."""
+        partner.ensure_one()
+        until = until_date or (fields.Date.today() + timedelta(days=30))
+        partner.write({
+            'fusion_followup_paused_until': until,
+            'fusion_followup_status': 'paused',
+        })
+        return {'partner_id': partner.id, 'paused_until': str(until)}
+
+    @api.model
+    def reset_followup(self, partner) -> dict:
+        """Reset partner's follow-up state to no_action."""
+        partner.ensure_one()
+        partner.write({
+            'fusion_followup_status': 'no_action',
+            'fusion_followup_paused_until': False,
+            'fusion_followup_last_level_id': False,
+        })
+        return {'partner_id': partner.id, 'status': 'reset'}
+
+    @api.model
+    def snapshot_followup_history(self, partner, *, limit: int = 50) -> dict:
+        """Return audit history for a partner."""
+        partner.ensure_one()
+        Run = self.env['fusion.followup.run']
+        runs = Run.search([
+            ('partner_id', '=', partner.id),
+        ], order='execution_date desc', limit=int(limit))
+        return {
+            'partner_id': partner.id,
+            'count': len(runs),
+            'runs': [{
+                'id': r.id, 'date': str(r.execution_date),
+                'level_id': r.level_id.id if r.level_id else None,
+                'level_name': r.level_id.name if r.level_id else '',
+                'state': r.state,
+                'overdue_amount': r.overdue_amount,
+                'longest_overdue_days': r.longest_overdue_days,
+                'tone_used': r.tone_used,
+                'risk_score': r.risk_score,
+                'subject': r.subject or '',
+                'text_was_ai_generated': r.text_was_ai_generated,
+            } for r in runs],
+        }
+
+    # ============================================================
+    # PRIVATE HELPERS
+    # ============================================================
+
+    def _fetch_overdue_lines(self, partner):
+        """Fetch posted, unreconciled receivable lines for a partner."""
+        Line = self.env['account.move.line'].sudo()
+        return Line.search([
+            ('partner_id', '=', partner.id),
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+            ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
+        ])
+
+    def _compute_risk(self, partner, overdue_lines):
+        """Compute risk score from partner's payment history."""
+        Line = self.env['account.move.line'].sudo()
+        all_lines = Line.search([
+            ('partner_id', '=', partner.id),
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+        ])
+        total_invoices = len(all_lines)
+        # Heavy paid-late computation deferred to Phase 4.5
+        paid_late_count = 0
+        avg_days_late = 0.0
+
+        as_of = fields.Date.today()
+        longest_overdue_days = 0
+        for line in overdue_lines:
+            if line.date_maturity:
+                days = (as_of - line.date_maturity).days
+                if days > longest_overdue_days:
+                    longest_overdue_days = days
+
+        open_overdue = sum(line.amount_residual for line in overdue_lines)
+        avg_invoice_amount = 1000.0
+        if total_invoices > 0:
+            total_amount = sum(all_lines.mapped('balance'))
+            if total_amount:
+                avg_invoice_amount = abs(total_amount) / total_invoices
+
+        return score_partner(
+            total_invoices=total_invoices,
+            paid_late_count=paid_late_count,
+            avg_days_late=avg_days_late,
+            longest_overdue_days=longest_overdue_days,
+            open_overdue_amount=open_overdue,
+            average_invoice_amount=avg_invoice_amount,
+        )
+
+    def _max_overdue_days_from_aging(self, aging_dict):
+        """Extract longest overdue days from aging dict."""
+        tracked = aging_dict.get('max_days_overdue', 0) or 0
+        if tracked:
+            return tracked
+        max_days = 0
+        for b in aging_dict.get('buckets', []):
+            if b['name'] == 'current' or b['amount'] <= 0:
+                continue
+            if b['days_max'] is None:
+                max_days = max(max_days, b['days_min'])
+            else:
+                max_days = max(max_days, b['days_max'])
+        return max_days
+
+    def _get_or_generate_text(self, *, partner, level, overdue_amount,
+                              longest_overdue_days, invoice_count, tone,
+                              risk_drivers=None) -> dict:
+        """Cache lookup + LLM fallback."""
+        Cache = self.env['fusion.followup.text.cache']
+        cached = Cache.lookup(
+            partner_id=partner.id, level_id=level.id,
+            overdue_amount=overdue_amount,
+            longest_overdue_days=longest_overdue_days,
+            invoice_count=invoice_count, tone=tone,
+        )
+        if cached:
+            cached.action_increment_use()
+            return {
+                'subject': cached.subject, 'body': cached.body,
+                'tone_used': cached.tone_used,
+                'key_points': cached.key_points or [],
+                '_was_ai': bool(cached.provider),
+            }
+
+        company = partner.company_id or self.env.company
+        currency = company.currency_id
+        text = generate_followup_text(
+            self.env,
+            partner_name=partner.name,
+            total_overdue=overdue_amount,
+            currency_code=currency.name or 'USD',
+            longest_overdue_days=longest_overdue_days,
+            tone=tone, invoice_count=invoice_count,
+            risk_drivers=risk_drivers,
+        )
+        try:
+            Cache.sudo().create({
+                'partner_id': partner.id, 'level_id': level.id,
+                'company_id': company.id,
+                'fingerprint': Cache.compute_fingerprint(
+                    partner_id=partner.id, level_id=level.id,
+                    overdue_amount=overdue_amount,
+                    longest_overdue_days=longest_overdue_days,
+                    invoice_count=invoice_count, tone=tone,
+                ),
+                'subject': text['subject'], 'body': text['body'],
+                'tone_used': text.get('tone_used', tone),
+                'key_points': text.get('key_points', []),
+            })
+        except Exception as e:
+            _logger.debug("Cache create failed (non-fatal): %s", e)
+
+        text['_was_ai'] = False
+        return text
+
+    def _create_run(self, partner, level, *, state='draft', **vals):
+        Run = self.env['fusion.followup.run'].sudo()
+        company = partner.company_id or self.env.company
+        defaults = {
+            'partner_id': partner.id,
+            'company_id': company.id,
+            'level_id': level.id if level else False,
+            'state': state,
+        }
+        defaults.update(vals)
+        return Run.create(defaults)
+
+    def _send_email(self, partner, run):
+        """Best-effort email send. Uses level's mail_template if set, else
+        creates a simple message."""
+        if not partner.email:
+            raise UserError(_("Partner %s has no email address.") % partner.name)
+        if run.level_id and run.level_id.mail_template_id:
+            run.level_id.mail_template_id.send_mail(partner.id, force_send=True)
+        else:
+            body_text = (run.body or '').replace('<', '&lt;').replace('>', '&gt;')
+            self.env['mail.mail'].sudo().create({
+                'subject': run.subject or 'Follow-up',
+                'body_html': '<pre>{}</pre>'.format(body_text),
+                'email_to': partner.email,
+                'recipient_ids': [(4, partner.id)],
+            }).send()
+        run.write({'sent_to_email': partner.email})

fusion_accounting/fusion_accounting_followup/models/fusion_followup_level.py

@@ -0,0 +1,42 @@
+"""Follow-up level definition (e.g. Reminder at 7 days, Warning at 30, Legal at 60)."""
+
+from odoo import _, api, fields, models
+
+
+TONE_SELECTION = [
+    ('gentle', 'Gentle'),
+    ('firm', 'Firm'),
+    ('legal', 'Legal'),
+]
+
+
+class FusionFollowupLevel(models.Model):
+    _name = "fusion.followup.level"
+    _description = "Fusion Follow-up Level"
+    _order = "sequence, id"
+
+    name = fields.Char(required=True, translate=True)
+    sequence = fields.Integer(required=True, default=10,
+                              help="Order in which levels escalate (1, 2, 3...).")
+    delay_days = fields.Integer(required=True,
+                                help="Min days overdue to trigger this level.")
+    tone = fields.Selection(TONE_SELECTION, required=True, default='gentle')
+    description = fields.Text()
+    company_id = fields.Many2one('res.company', default=lambda self: self.env.company)
+
+    mail_template_id = fields.Many2one('mail.template',
+                                       domain=[('model', '=', 'res.partner')])
+
+    requires_manual_review = fields.Boolean(default=False,
+        help="If True, follow-ups at this level need human approval before send.")
+
+    active = fields.Boolean(default=True)
+
+    _check_delay_positive = models.Constraint(
+        'CHECK(delay_days >= 0)',
+        'delay_days must be non-negative.',
+    )
+    _unique_sequence_per_company = models.Constraint(
+        'UNIQUE(company_id, sequence)',
+        'Sequence must be unique per company.',
+    )

fusion_accounting/fusion_accounting_followup/models/fusion_followup_run.py

@@ -0,0 +1,54 @@
+"""Audit record of one follow-up execution (per partner per level)."""
+
+from odoo import _, api, fields, models
+
+
+STATE_SELECTION = [
+    ('draft', 'Draft'),
+    ('sent', 'Sent'),
+    ('manual_review', 'Manual Review'),
+    ('skipped', 'Skipped'),
+    ('failed', 'Failed'),
+]
+
+
+class FusionFollowupRun(models.Model):
+    _name = "fusion.followup.run"
+    _description = "Fusion Follow-up Run (Per-Partner Audit)"
+    _order = "execution_date desc, id desc"
+
+    partner_id = fields.Many2one('res.partner', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    level_id = fields.Many2one('fusion.followup.level', ondelete='restrict')
+
+    execution_date = fields.Datetime(default=fields.Datetime.now, required=True)
+    state = fields.Selection(STATE_SELECTION, default='draft', required=True)
+
+    overdue_amount = fields.Float()
+    longest_overdue_days = fields.Integer()
+
+    risk_score = fields.Integer()
+    risk_band = fields.Selection([
+        ('low', 'Low'), ('medium', 'Medium'),
+        ('high', 'High'), ('critical', 'Critical'),
+    ])
+
+    subject = fields.Char()
+    body = fields.Text()
+    tone_used = fields.Selection([
+        ('gentle', 'Gentle'), ('firm', 'Firm'), ('legal', 'Legal'),
+    ])
+    sent_to_email = fields.Char()
+
+    text_was_ai_generated = fields.Boolean(default=False)
+    ai_provider = fields.Char(help="LLM provider name (openai, claude, etc.) if AI was used.")
+
+    notes = fields.Text()
+    error_message = fields.Text()
+
+    def action_mark_sent(self):
+        self.write({'state': 'sent'})
+
+    def action_mark_failed(self, error: str = ''):
+        self.write({'state': 'failed', 'error_message': error})

fusion_accounting/fusion_accounting_followup/models/fusion_followup_text_cache.py

@@ -0,0 +1,60 @@
+"""Cache of AI-generated follow-up text to avoid LLM cost on repeats."""
+
+import hashlib
+
+from odoo import _, api, fields, models
+
+
+class FusionFollowupTextCache(models.Model):
+    _name = "fusion.followup.text.cache"
+    _description = "Cache of AI-generated follow-up text"
+    _order = "generated_at desc"
+
+    partner_id = fields.Many2one('res.partner', required=True, ondelete='cascade')
+    level_id = fields.Many2one('fusion.followup.level', ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+
+    fingerprint = fields.Char(required=True, index=True,
+                              help="SHA-256 of input parameters")
+
+    subject = fields.Char()
+    body = fields.Text()
+    tone_used = fields.Selection([
+        ('gentle', 'Gentle'), ('firm', 'Firm'), ('legal', 'Legal'),
+    ])
+    key_points = fields.Json()
+
+    generated_at = fields.Datetime(default=fields.Datetime.now, required=True)
+    expires_at = fields.Datetime()
+    use_count = fields.Integer(default=0)
+    provider = fields.Char()
+
+    @api.model
+    def compute_fingerprint(self, *, partner_id: int, level_id: int,
+                            overdue_amount: float, longest_overdue_days: int,
+                            invoice_count: int, tone: str) -> str:
+        """Stable hash of the inputs that determine the generated text."""
+        s = f"{partner_id}|{level_id}|{round(overdue_amount, 2)}|" \
+            f"{longest_overdue_days}|{invoice_count}|{tone}"
+        return hashlib.sha256(s.encode('utf-8')).hexdigest()
+
+    @api.model
+    def lookup(self, *, partner_id: int, level_id: int,
+               overdue_amount: float, longest_overdue_days: int,
+               invoice_count: int, tone: str):
+        """Find a cached entry matching these inputs, or empty recordset."""
+        fp = self.compute_fingerprint(
+            partner_id=partner_id, level_id=level_id,
+            overdue_amount=overdue_amount,
+            longest_overdue_days=longest_overdue_days,
+            invoice_count=invoice_count, tone=tone,
+        )
+        return self.search([
+            ('partner_id', '=', partner_id),
+            ('fingerprint', '=', fp),
+        ], limit=1)
+
+    def action_increment_use(self):
+        for rec in self:
+            rec.use_count += 1

fusion_accounting/fusion_accounting_followup/models/fusion_migration_wizard.py

@@ -0,0 +1,197 @@
+"""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

fusion_accounting/fusion_accounting_followup/models/res_partner.py

@@ -0,0 +1,52 @@
+"""Inherit res.partner: add follow-up state fields."""
+
+from odoo import _, api, fields, models
+
+
+FOLLOWUP_STATUS = [
+    ('no_action', 'No Action Needed'),
+    ('action_due', 'Action Due'),
+    ('paused', 'Paused'),
+    ('blocked', 'Blocked'),
+    ('with_credit_team', 'With Credit Team'),
+]
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    fusion_followup_status = fields.Selection(
+        FOLLOWUP_STATUS, default='no_action', tracking=True,
+        help="Current follow-up status as computed by the engine.")
+    fusion_followup_paused_until = fields.Date(
+        tracking=True,
+        help="Pause follow-ups for this partner until this date.")
+    fusion_followup_last_level_id = fields.Many2one(
+        'fusion.followup.level',
+        help="The most-recent follow-up level this partner has been contacted at.")
+    fusion_followup_last_run_date = fields.Datetime(readonly=True)
+    fusion_followup_run_ids = fields.One2many(
+        'fusion.followup.run', 'partner_id', string='Follow-up History')
+    fusion_followup_run_count = fields.Integer(
+        compute='_compute_fusion_followup_run_count')
+    fusion_followup_risk_score = fields.Integer(
+        readonly=True, default=0,
+        help="Latest computed payment risk (0-100). Updated by cron.")
+    fusion_followup_risk_band = fields.Selection([
+        ('low', 'Low'), ('medium', 'Medium'),
+        ('high', 'High'), ('critical', 'Critical'),
+    ], default='low', readonly=True)
+
+    def _compute_fusion_followup_run_count(self):
+        for partner in self:
+            partner.fusion_followup_run_count = len(partner.fusion_followup_run_ids)
+
+    def action_view_followup_history(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.followup.run',
+            'view_mode': 'list,form',
+            'domain': [('partner_id', '=', self.id)],
+            'context': {'default_partner_id': self.id},
+        }

fusion_accounting/fusion_accounting_followup/security/ir.model.access.csv

@@ -0,0 +1,8 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fusion_followup_level_user,fusion.followup.level.user,model_fusion_followup_level,base.group_user,1,0,0,0
+access_fusion_followup_level_admin,fusion.followup.level.admin,model_fusion_followup_level,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_followup_run_user,fusion.followup.run.user,model_fusion_followup_run,base.group_user,1,0,0,0
+access_fusion_followup_run_admin,fusion.followup.run.admin,model_fusion_followup_run,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_followup_text_cache_user,fusion.followup.text.cache.user,model_fusion_followup_text_cache,base.group_user,1,0,0,0
+access_fusion_followup_text_cache_admin,fusion.followup.text.cache.admin,model_fusion_followup_text_cache,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_batch_followup_wizard_user,fusion.batch.followup.wizard.user,model_fusion_batch_followup_wizard,base.group_user,1,1,1,0

fusion_accounting/fusion_accounting_followup/services/__init__.py

@@ -0,0 +1,6 @@
+from . import overdue_aging
+from . import level_resolver
+from . import risk_scorer
+from . import tone_selector
+from . import followup_text_prompt
+from . import followup_text_generator

fusion_accounting/fusion_accounting_followup/services/followup_text_generator.py

@@ -0,0 +1,123 @@
+"""AI-generated follow-up text with templated fallback."""
+
+import json
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+TEMPLATES = {
+    'gentle': {
+        'subject': 'Friendly reminder: invoice payment',
+        'body': 'Dear {partner_name},\n\nThis is a friendly reminder that you have '
+                '{currency_code} {total_overdue:,.2f} outstanding on invoices that '
+                'are now {longest_overdue_days} days past due. We understand things '
+                'happen — please let us know if there is anything we can do to help '
+                'resolve this.\n\nBest regards.',
+    },
+    'firm': {
+        'subject': 'Outstanding invoices — action required',
+        'body': 'Dear {partner_name},\n\nOur records show {currency_code} '
+                '{total_overdue:,.2f} outstanding on {invoice_count} invoice(s), '
+                'with the longest now {longest_overdue_days} days overdue. We '
+                'request immediate payment to avoid further action.\n\nRegards.',
+    },
+    'legal': {
+        'subject': 'FINAL NOTICE — outstanding balance',
+        'body': 'Dear {partner_name},\n\nDespite previous reminders, '
+                '{currency_code} {total_overdue:,.2f} remains outstanding on your '
+                'account, with the longest invoice {longest_overdue_days} days '
+                'overdue. If full payment is not received within 7 days, we will '
+                'be forced to refer this matter for legal collection.\n\n'
+                'Regards.',
+    },
+}
+
+
+def generate_followup_text(env, *, partner_name: str, total_overdue: float,
+                              currency_code: str, longest_overdue_days: int,
+                              tone: str, invoice_count: int = 0,
+                              last_payment_date: str = None,
+                              risk_drivers: list[str] = None,
+                              provider=None) -> dict:
+    """Generate follow-up text via LLM, with templated fallback.
+
+    Returns: {subject, body, tone_used, key_points}"""
+    if provider is None:
+        provider = _get_provider(env)
+    if provider is None:
+        return _templated_fallback(
+            partner_name=partner_name, total_overdue=total_overdue,
+            currency_code=currency_code,
+            longest_overdue_days=longest_overdue_days,
+            tone=tone, invoice_count=invoice_count,
+        )
+
+    try:
+        from .followup_text_prompt import build_prompt
+        system, user = build_prompt(
+            partner_name=partner_name, total_overdue=total_overdue,
+            currency_code=currency_code,
+            longest_overdue_days=longest_overdue_days, tone=tone,
+            invoice_count=invoice_count, last_payment_date=last_payment_date,
+            risk_drivers=risk_drivers,
+        )
+        response = provider.complete(
+            system=system,
+            messages=[{'role': 'user', 'content': user}],
+            max_tokens=800, temperature=0.3,
+        )
+        content = response.get('content') if isinstance(response, dict) else response
+        parsed = json.loads(content)
+        for key in ('subject', 'body', 'tone_used'):
+            if key not in parsed:
+                raise ValueError(f"Missing key: {key}")
+        parsed.setdefault('key_points', [])
+        return parsed
+    except Exception as e:
+        _logger.warning("Follow-up text LLM generation failed (%s); falling back", e)
+        return _templated_fallback(
+            partner_name=partner_name, total_overdue=total_overdue,
+            currency_code=currency_code,
+            longest_overdue_days=longest_overdue_days,
+            tone=tone, invoice_count=invoice_count,
+        )
+
+
+def _templated_fallback(*, partner_name, total_overdue, currency_code,
+                          longest_overdue_days, tone, invoice_count) -> dict:
+    template = TEMPLATES.get(tone, TEMPLATES['gentle'])
+    return {
+        'subject': template['subject'],
+        'body': template['body'].format(
+            partner_name=partner_name, total_overdue=total_overdue,
+            currency_code=currency_code,
+            longest_overdue_days=longest_overdue_days,
+            invoice_count=invoice_count or 0,
+        ),
+        'tone_used': tone,
+        'key_points': [
+            f"${total_overdue:,.2f} outstanding",
+            f"{longest_overdue_days} days overdue",
+        ],
+    }
+
+
+def _get_provider(env):
+    """Look up provider for 'followup_text' feature."""
+    param = env['ir.config_parameter'].sudo()
+    name = param.get_param('fusion_accounting.provider.followup_text')
+    if not name:
+        name = param.get_param('fusion_accounting.provider.default')
+    if not name:
+        return None
+    try:
+        from odoo.addons.fusion_accounting_ai.services.adapters.openai_adapter import OpenAIAdapter
+        from odoo.addons.fusion_accounting_ai.services.adapters.claude import ClaudeAdapter
+    except ImportError:
+        return None
+    if name.startswith('openai'):
+        return OpenAIAdapter(env)
+    elif name.startswith('claude'):
+        return ClaudeAdapter(env)
+    return None

fusion_accounting/fusion_accounting_followup/services/followup_text_prompt.py

@@ -0,0 +1,56 @@
+"""LLM prompt for AI-generated follow-up text.
+
+Output contract: {
+  "subject": str,
+  "body": str,
+  "tone_used": str,
+  "key_points": [str, ...]
+}"""
+
+
+SYSTEM_PROMPT = """You are an experienced credit collections specialist writing a
+follow-up email for an unpaid invoice. Output MUST be valid JSON of this
+exact shape:
+
+{
+  "subject": "<email subject line>",
+  "body": "<plain-text or simple HTML body, no <html> wrapper>",
+  "tone_used": "gentle" | "firm" | "legal",
+  "key_points": ["<point 1>", "<point 2>", ...]
+}
+
+Tone guide:
+- gentle: friendly reminder, assume oversight, propose easy paths to pay
+- firm: state amount + days overdue clearly, request immediate action,
+  hint at consequences
+- legal: formal language, reference contract obligations, mention possible
+  legal action / collections agency, demand payment by specific date
+
+Always:
+- Use the actual amounts and partner name from the data provided
+- Don't invent contract terms or interest rates
+- Don't include markdown code fences
+- No prose outside the JSON
+"""
+
+
+def build_prompt(*, partner_name: str, total_overdue: float, currency_code: str,
+                   longest_overdue_days: int, tone: str,
+                   invoice_count: int = 0, last_payment_date: str = None,
+                   risk_drivers: list[str] = None) -> tuple[str, str]:
+    parts = [
+        f"PARTNER: {partner_name}",
+        f"TOTAL OVERDUE: {currency_code} {total_overdue:,.2f}",
+        f"LONGEST OVERDUE: {longest_overdue_days} days",
+        f"OPEN INVOICE COUNT: {invoice_count}",
+        f"REQUESTED TONE: {tone}",
+    ]
+    if last_payment_date:
+        parts.append(f"LAST PAYMENT: {last_payment_date}")
+    if risk_drivers:
+        parts.append("RISK FACTORS:")
+        for d in risk_drivers[:5]:
+            parts.append(f"  - {d}")
+    parts.append("")
+    parts.append("Write the follow-up email per the system prompt.")
+    return (SYSTEM_PROMPT, "\n".join(parts))

fusion_accounting/fusion_accounting_followup/services/level_resolver.py

@@ -0,0 +1,52 @@
+"""Level resolver: which follow-up level should fire for this partner?
+
+Pure-Python: caller passes the aging report + the configured levels list,
+and we pick the highest-numbered level whose threshold is met."""
+
+from dataclasses import dataclass
+
+
+@dataclass
+class FollowupLevelSpec:
+    sequence: int
+    name: str
+    delay_days: int
+    tone: str
+
+    def __post_init__(self):
+        if self.tone not in ('gentle', 'firm', 'legal'):
+            raise ValueError(f"Invalid tone: {self.tone}")
+
+
+def resolve_level(*, aging_report, levels: list[FollowupLevelSpec]) -> FollowupLevelSpec | None:
+    """Pick the highest-sequence level whose delay_days has been crossed by
+    the most-overdue line in the aging report. Returns None if no overdue
+    lines or no levels configured."""
+    if not levels or not aging_report:
+        return None
+    max_days_overdue = _max_days_overdue(aging_report)
+    if max_days_overdue <= 0:
+        return None
+    levels_sorted = sorted(levels, key=lambda l: l.sequence, reverse=True)
+    for level in levels_sorted:
+        if level.delay_days <= max_days_overdue:
+            return level
+    return None
+
+
+def _max_days_overdue(aging_report) -> int:
+    """Return the actual max days-overdue tracked on the report, falling
+    back to the highest populated bucket's lower bound when an older
+    aging report (without `max_days_overdue`) is passed in."""
+    tracked = getattr(aging_report, 'max_days_overdue', 0) or 0
+    if tracked:
+        return tracked
+    max_days = 0
+    for b in aging_report.buckets:
+        if b.name == 'current' or b.amount <= 0:
+            continue
+        if b.days_max is None:
+            max_days = max(max_days, b.days_min)
+        else:
+            max_days = max(max_days, b.days_min)
+    return max_days

fusion_accounting/fusion_accounting_followup/services/overdue_aging.py

@@ -0,0 +1,92 @@
+"""Aging bucket primitives.
+
+Pure-Python: callers pass a list of move-line dicts with `date_maturity`
+and `amount_residual`; we bucket them into 0/30/60/90/120+ days overdue."""
+
+from dataclasses import dataclass, field
+from datetime import date
+
+
+BUCKETS = [
+    ('current', 0, 0),
+    ('1_30', 1, 30),
+    ('31_60', 31, 60),
+    ('61_90', 61, 90),
+    ('91_120', 91, 120),
+    ('120_plus', 121, None),
+]
+
+
+@dataclass
+class AgingBucket:
+    name: str
+    days_min: int
+    days_max: int | None
+    amount: float = 0.0
+    line_count: int = 0
+
+
+@dataclass
+class AgingReport:
+    as_of: date
+    buckets: list[AgingBucket] = field(default_factory=list)
+    total_amount: float = 0.0
+    total_overdue_amount: float = 0.0
+    line_count: int = 0
+    max_days_overdue: int = 0
+
+    def to_dict(self):
+        return {
+            'as_of': str(self.as_of),
+            'total_amount': self.total_amount,
+            'total_overdue_amount': self.total_overdue_amount,
+            'line_count': self.line_count,
+            'max_days_overdue': self.max_days_overdue,
+            'buckets': [{
+                'name': b.name, 'days_min': b.days_min, 'days_max': b.days_max,
+                'amount': b.amount, 'line_count': b.line_count,
+            } for b in self.buckets],
+        }
+
+
+def compute_aging(*, move_lines: list[dict], as_of: date | None = None) -> AgingReport:
+    """Bucket move-line dicts into aging brackets.
+
+    Each dict needs: date_maturity (date), amount_residual (float).
+    `as_of` defaults to today."""
+    as_of = as_of or date.today()
+    report = AgingReport(as_of=as_of)
+    for name, days_min, days_max in BUCKETS:
+        report.buckets.append(AgingBucket(name=name, days_min=days_min, days_max=days_max))
+
+    for ml in move_lines:
+        maturity = ml.get('date_maturity')
+        amount = ml.get('amount_residual', 0.0)
+        if not maturity:
+            continue
+        days_overdue = (as_of - maturity).days
+        bucket = _find_bucket(report.buckets, days_overdue)
+        if bucket:
+            bucket.amount += amount
+            bucket.line_count += 1
+        report.total_amount += amount
+        if days_overdue > 0:
+            report.total_overdue_amount += amount
+            if days_overdue > report.max_days_overdue:
+                report.max_days_overdue = days_overdue
+        report.line_count += 1
+
+    return report
+
+
+def _find_bucket(buckets: list[AgingBucket], days_overdue: int) -> AgingBucket | None:
+    if days_overdue <= 0:
+        return next((b for b in buckets if b.name == 'current'), None)
+    for b in buckets:
+        if b.name == 'current':
+            continue
+        if b.days_max is None and days_overdue >= b.days_min:
+            return b
+        if b.days_max is not None and b.days_min <= days_overdue <= b.days_max:
+            return b
+    return None

fusion_accounting/fusion_accounting_followup/services/risk_scorer.py

@@ -0,0 +1,62 @@
+"""Payment-history risk scorer.
+
+Pure-Python: takes payment history (list of payment events) + average days-late
+and returns a risk score 0-100. Higher = more risky."""
+
+from dataclasses import dataclass
+
+
+@dataclass
+class PartnerRiskScore:
+    score: int
+    band: str
+    drivers: list[str]
+
+
+def score_partner(*, total_invoices: int = 0, paid_late_count: int = 0,
+                    avg_days_late: float = 0.0,
+                    longest_overdue_days: int = 0,
+                    open_overdue_amount: float = 0.0,
+                    average_invoice_amount: float = 1000.0) -> PartnerRiskScore:
+    """Compute a 0-100 risk score from payment-history primitives.
+
+    Heuristic weights:
+    - 30% : late-payment ratio (paid_late_count / total_invoices)
+    - 25% : avg days late (capped at 60 days)
+    - 25% : longest current overdue (capped at 120 days)
+    - 20% : open overdue amount as multiple of average invoice
+    """
+    drivers: list[str] = []
+    score = 0.0
+
+    if total_invoices > 0:
+        late_ratio = paid_late_count / total_invoices
+        score += min(late_ratio * 100, 100) * 0.30
+        if late_ratio > 0.5:
+            drivers.append(f"{paid_late_count}/{total_invoices} invoices paid late")
+
+    score += min(avg_days_late / 60, 1) * 100 * 0.25
+    if avg_days_late > 14:
+        drivers.append(f"Avg {avg_days_late:.1f} days late on payment")
+
+    score += min(longest_overdue_days / 120, 1) * 100 * 0.25
+    if longest_overdue_days > 30:
+        drivers.append(f"Longest currently overdue: {longest_overdue_days} days")
+
+    if average_invoice_amount > 0:
+        ratio = open_overdue_amount / average_invoice_amount
+        score += min(ratio / 5, 1) * 100 * 0.20
+        if ratio > 1.5:
+            drivers.append(f"Open overdue ${open_overdue_amount:,.2f} ({ratio:.1f}x avg invoice)")
+
+    final = int(round(score))
+    if final >= 80:
+        band = 'critical'
+    elif final >= 60:
+        band = 'high'
+    elif final >= 30:
+        band = 'medium'
+    else:
+        band = 'low'
+
+    return PartnerRiskScore(score=final, band=band, drivers=drivers)

fusion_accounting/fusion_accounting_followup/services/tone_selector.py

@@ -0,0 +1,18 @@
+"""Tone selector: pick gentle/firm/legal based on follow-up level + risk score."""
+
+TONE_BY_LEVEL = {
+    1: 'gentle',
+    2: 'firm',
+    3: 'legal',
+    4: 'legal',
+}
+
+
+def select_tone(*, level_sequence: int, risk_score: int = 0) -> str:
+    """Default tone follows level sequence; high risk can escalate."""
+    base_tone = TONE_BY_LEVEL.get(level_sequence, 'gentle')
+    if risk_score >= 80 and base_tone == 'gentle':
+        return 'firm'
+    if risk_score >= 90 and base_tone == 'firm':
+        return 'legal'
+    return base_tone

fusion_accounting/fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.js

@@ -0,0 +1,15 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AgingBucketStrip extends Component {
+    static template = "fusion_accounting_followup.AgingBucketStrip";
+    static props = {
+        aging: { type: Object },
+    };
+
+    bucketWidth(bucket) {
+        const total = this.props.aging.total_amount || 1;
+        return ((bucket.amount / total) * 100).toFixed(2) + "%";
+    }
+}

fusion_accounting/fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.AgingBucketStrip">
+    <div class="mt-2">
+        <div class="fu-aging-strip">
+            <div t-foreach="props.aging.buckets" t-as="b" t-key="b.name"
+                 class="bucket" t-att-data-name="b.name"
+                 t-att-style="'width: ' + bucketWidth(b)"
+                 t-att-title="b.name + ': $' + (b.amount or 0).toFixed(2)"/>
+        </div>
+        <div class="d-flex justify-content-between text-muted" style="font-size: 0.7rem;">
+            <span>Current</span>
+            <span>30</span>
+            <span>60</span>
+            <span>90</span>
+            <span>120+</span>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting/fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.js

@@ -0,0 +1,10 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AiTextPanel extends Component {
+    static template = "fusion_accounting_followup.AiTextPanel";
+    static props = {
+        text: { type: Object },
+    };
+}

fusion_accounting/fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.AiTextPanel">
+    <div class="fu-ai-text-panel mt-3">
+        <h5>AI-Generated Follow-up Text</h5>
+        <div class="ai-subject">
+            Subject: <t t-esc="props.text.subject"/>
+        </div>
+        <div class="ai-body">
+            <t t-esc="props.text.body"/>
+        </div>
+        <div class="key-points" t-if="props.text.key_points and props.text.key_points.length">
+            <strong>Key points:</strong>
+            <ul>
+                <li t-foreach="props.text.key_points" t-as="point" t-key="point_index">
+                    <t t-esc="point"/>
+                </li>
+            </ul>
+        </div>
+        <div class="text-muted mt-2" style="font-size: 0.75rem;">
+            Tone used: <t t-esc="props.text.tone_used or props.text.tone or 'gentle'"/>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting/fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.js

@@ -0,0 +1,15 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class FollowupHistoryTable extends Component {
+    static template = "fusion_accounting_followup.FollowupHistoryTable";
+    static props = {
+        history: { type: Object },
+    };
+
+    formatDate(s) {
+        if (!s) return "";
+        return s.slice(0, 10);
+    }
+}

fusion_accounting/fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.FollowupHistoryTable">
+    <div class="mt-4">
+        <h5>Follow-up History (<t t-esc="props.history.count or 0"/>)</h5>
+        <table t-if="props.history.runs and props.history.runs.length" class="fu-history-table">
+            <thead>
+                <tr>
+                    <th>Date</th>
+                    <th>Level</th>
+                    <th>Tone</th>
+                    <th>State</th>
+                    <th class="text-end">Overdue</th>
+                </tr>
+            </thead>
+            <tbody>
+                <tr t-foreach="props.history.runs" t-as="run" t-key="run.id">
+                    <td><t t-esc="formatDate(run.date)"/></td>
+                    <td><t t-esc="run.level_name or '-'"/></td>
+                    <td><t t-esc="run.tone_used or '-'"/></td>
+                    <td><t t-esc="run.state"/></td>
+                    <td class="text-end">
+                        <t t-if="run.overdue_amount">$<t t-esc="run.overdue_amount.toFixed(2)"/></t>
+                    </td>
+                </tr>
+            </tbody>
+        </table>
+        <div t-else="" class="text-muted">No history yet.</div>
+    </div>
+</t>
+
+</templates>

fusion_accounting/fusion_accounting_followup/static/src/components/partner_card/partner_card.js

@@ -0,0 +1,15 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+import { RiskBadge } from "../risk_badge/risk_badge";
+
+export class PartnerCard extends Component {
+    static template = "fusion_accounting_followup.PartnerCard";
+    static props = {
+        partner: { type: Object },
+        selected: { type: Boolean, optional: true },
+        onSelect: { type: Function },
+        formatCurrency: { type: Function },
+    };
+    static components = { RiskBadge };
+}

fusion_accounting/fusion_accounting_followup/static/src/components/partner_card/partner_card.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.PartnerCard">
+    <div class="o_fusion_followup_card"
+         t-att-class="props.selected ? 'selected' : ''"
+         t-on-click="props.onSelect">
+        <div class="o_fusion_followup_card_header">
+            <div class="partner-name"><t t-esc="props.partner.partner_name"/></div>
+            <div>
+                <span class="fu-status-badge" t-att-data-status="props.partner.status">
+                    <t t-esc="props.partner.status"/>
+                </span>
+            </div>
+        </div>
+        <div class="partner-numbers">
+            <div>
+                <span class="label">Overdue:</span>
+                <span class="value">$<t t-esc="props.formatCurrency(props.partner.overdue_amount)"/></span>
+            </div>
+            <div>
+                <span class="label">Lines:</span>
+                <span class="value"><t t-esc="props.partner.overdue_line_count or 0"/></span>
+            </div>
+            <div>
+                <span class="label">Risk:</span>
+                <RiskBadge band="props.partner.risk_band" score="props.partner.risk_score"/>
+            </div>
+            <div t-if="props.partner.last_level_name">
+                <span class="label">Last:</span>
+                <span class="value"><t t-esc="props.partner.last_level_name"/></span>
+            </div>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting/fusion_accounting_followup/static/src/components/risk_badge/risk_badge.js

@@ -0,0 +1,11 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class RiskBadge extends Component {
+    static template = "fusion_accounting_followup.RiskBadge";
+    static props = {
+        band: { type: String, optional: true },
+        score: { type: Number, optional: true },
+    };
+}