changes

fusion_accounting/fusion_accounting_followup/tests/__init__.py

@@ -0,0 +1,24 @@
+from . import test_overdue_aging
+from . import test_level_resolver
+from . import test_risk_scorer
+from . import test_tone_selector
+from . import test_followup_text_generator
+from . import test_fusion_followup_level
+from . import test_fusion_followup_run
+from . import test_fusion_followup_text_cache
+from . import test_res_partner_inherit
+from . import test_account_move_line_inherit
+from . import test_fusion_followup_engine
+from . import test_engine_integration
+from . import test_followup_controller
+from . import test_followup_adapter
+from . import test_followup_tools
+from . import test_followup_cron
+from . import test_engine_property
+from . import test_followup_full_flow
+from . import test_performance_benchmarks
+from . import test_batch_followup_wizard
+from . import test_migration_round_trip
+from . import test_coexistence
+from . import test_followup_tours
+from . import test_local_llm_compat

fusion_accounting/fusion_accounting_followup/tests/test_account_move_line_inherit.py

@@ -0,0 +1,34 @@
+from odoo import fields as odoo_fields
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestAccountMoveLineFollowup(TransactionCase):
+    """Verify follow-up tracking fields are added to account.move.line."""
+
+    def test_fields_exist_on_model(self):
+        """Both new fields are declared on account.move.line."""
+        AML = self.env['account.move.line']
+        self.assertIn('fusion_followup_level_id', AML._fields)
+        self.assertIn('fusion_followup_last_run_date', AML._fields)
+        self.assertEqual(
+            AML._fields['fusion_followup_level_id'].comodel_name,
+            'fusion.followup.level',
+        )
+
+    def test_assign_level_and_date_on_existing_line(self):
+        """We can write the new fields onto an existing move line."""
+        line = self.env['account.move.line'].search([], limit=1)
+        if not line:
+            self.skipTest("No account.move.line records present in DB to test against.")
+        level = self.env['fusion.followup.level'].create({
+            'name': 'Reminder', 'sequence': 601, 'delay_days': 7, 'tone': 'gentle',
+        })
+        when = odoo_fields.Datetime.now()
+        line.write({
+            'fusion_followup_level_id': level.id,
+            'fusion_followup_last_run_date': when,
+        })
+        self.assertEqual(line.fusion_followup_level_id, level)
+        self.assertEqual(line.fusion_followup_last_run_date, when)

fusion_accounting/fusion_accounting_followup/tests/test_batch_followup_wizard.py

@@ -0,0 +1,37 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+from odoo.exceptions import UserError
+
+
+@tagged('post_install', '-at_install')
+class TestBatchFollowupWizard(TransactionCase):
+
+    def test_default_loads_active_ids(self):
+        partners = self.env['res.partner'].create([
+            {'name': 'B1'}, {'name': 'B2'},
+        ])
+        wizard = self.env['fusion.batch.followup.wizard'].with_context(
+            active_model='res.partner', active_ids=partners.ids,
+        ).create({})
+        self.assertEqual(set(wizard.partner_ids.ids), set(partners.ids))
+
+    def test_selected_scope_no_partners_raises(self):
+        wizard = self.env['fusion.batch.followup.wizard'].create({
+            'scope': 'selected', 'partner_ids': [(6, 0, [])],
+        })
+        with self.assertRaises(UserError):
+            wizard.action_run()
+
+    def test_run_completes_with_no_overdue_partners(self):
+        partners = self.env['res.partner'].create([
+            {'name': 'NoOverdue1'}, {'name': 'NoOverdue2'},
+        ])
+        wizard = self.env['fusion.batch.followup.wizard'].create({
+            'scope': 'selected',
+            'partner_ids': [(6, 0, partners.ids)],
+            'force': True,
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.state, 'done')
+        # 2 partners with no overdue → both skipped
+        self.assertEqual(wizard.skipped_count, 2)

fusion_accounting/fusion_accounting_followup/tests/test_coexistence.py

@@ -0,0 +1,37 @@
+"""Coexistence tests: fusion_accounting_followup menu only visible when
+Enterprise account_followup is NOT installed."""
+
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupCoexistence(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.coex_group = self.env.ref(
+            'fusion_accounting_core.group_fusion_show_when_enterprise_absent',
+            raise_if_not_found=False,
+        )
+        self.assertIsNotNone(self.coex_group, "Coexistence group must exist")
+
+    def test_engine_always_available(self):
+        self.assertIn('fusion.followup.engine', self.env.registry)
+
+    def test_menu_gated_by_coexistence_group(self):
+        menu = self.env.ref('fusion_accounting_followup.menu_fusion_followup_root',
+                             raise_if_not_found=False)
+        if not menu:
+            self.skipTest("Menu not loaded")
+        menu_groups = getattr(menu, 'group_ids', None) or menu.groups_id
+        self.assertIn(self.coex_group, menu_groups,
+            "Followup root menu must require the coexistence group")
+
+    def test_levels_menu_gated(self):
+        menu = self.env.ref('fusion_accounting_followup.menu_fusion_followup_levels',
+                             raise_if_not_found=False)
+        if not menu:
+            self.skipTest("Menu not loaded")
+        menu_groups = getattr(menu, 'group_ids', None) or menu.groups_id
+        self.assertIn(self.coex_group, menu_groups)

fusion_accounting/fusion_accounting_followup/tests/test_engine_integration.py

@@ -0,0 +1,76 @@
+"""Integration tests: full follow-up flow with real overdue invoices."""
+
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install', 'integration')
+class TestFollowupEngineIntegration(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.engine = self.env['fusion.followup.engine']
+        self.partner = self.env['res.partner'].create({
+            'name': 'Integration Partner', 'email': 'integ@test.local',
+        })
+        for seq, name, days, tone in [(801, 'Test Reminder', 7, 'gentle'),
+                                      (802, 'Test Warning', 30, 'firm'),
+                                      (803, 'Test Legal', 60, 'legal')]:
+            self.env['fusion.followup.level'].create({
+                'name': name, 'sequence': seq, 'delay_days': days, 'tone': tone,
+            })
+
+        line = self.env['account.move.line'].search([
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+            ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
+        ], limit=1)
+        if not line:
+            self.skipTest("No posted unreconciled receivable lines in test DB")
+        line.write({
+            'partner_id': self.partner.id,
+            'date_maturity': date.today() - timedelta(days=20),
+        })
+
+    def test_get_overdue_finds_lines(self):
+        result = self.engine.get_overdue_for_partner(self.partner)
+        self.assertGreater(result['overdue_line_count'], 0)
+        self.assertGreater(result['aging']['total_overdue_amount'], 0)
+
+    def test_compute_level_picks_reminder_at_20_days(self):
+        level = self.engine.compute_followup_level(self.partner)
+        self.assertTrue(level)
+        self.assertGreater(level.delay_days, 0)
+
+    def test_send_followup_creates_run(self):
+        result = self.engine.send_followup_email(self.partner, force=True)
+        self.assertIn(result['status'], ('sent', 'manual_review'))
+        if 'run_id' in result:
+            run = self.env['fusion.followup.run'].browse(result['run_id'])
+            self.assertEqual(run.partner_id, self.partner)
+
+    def test_pause_blocks_send_unless_force(self):
+        self.engine.pause_followup(self.partner,
+                                   until_date=date.today() + timedelta(days=30))
+        result = self.engine.send_followup_email(self.partner)
+        self.assertTrue(result['status'].startswith('paused'))
+        result_force = self.engine.send_followup_email(self.partner, force=True)
+        self.assertIn(result_force['status'], ('sent', 'manual_review'))
+
+    def test_history_grows_with_each_send(self):
+        Run = self.env['fusion.followup.run']
+        before = Run.search_count([('partner_id', '=', self.partner.id)])
+        self.engine.send_followup_email(self.partner, force=True)
+        after = Run.search_count([('partner_id', '=', self.partner.id)])
+        self.assertGreater(after, before)
+
+    def test_text_cache_used_on_repeat_call(self):
+        Cache = self.env['fusion.followup.text.cache']
+        self.engine.send_followup_email(self.partner, force=True)
+        cache_count_after_first = Cache.search_count([('partner_id', '=', self.partner.id)])
+        self.engine.send_followup_email(self.partner, force=True)
+        cache_count_after_second = Cache.search_count([('partner_id', '=', self.partner.id)])
+        self.assertEqual(cache_count_after_first, cache_count_after_second,
+            "Repeat send with same params should not create new cache row")

fusion_accounting/fusion_accounting_followup/tests/test_engine_property.py

@@ -0,0 +1,92 @@
+"""Property-based invariants for follow-up services."""
+
+from datetime import date, timedelta
+
+from hypothesis import given, settings, strategies as st, HealthCheck
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+from odoo.addons.fusion_accounting_followup.services.overdue_aging import (
+    compute_aging, BUCKETS,
+)
+from odoo.addons.fusion_accounting_followup.services.risk_scorer import score_partner
+from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
+
+
+@tagged('post_install', '-at_install', 'property_based')
+class TestAgingInvariants(TransactionCase):
+
+    @given(
+        as_of=st.dates(min_value=date(2020, 1, 1), max_value=date(2030, 12, 31)),
+        amounts=st.lists(
+            st.tuples(
+                st.integers(min_value=-180, max_value=180),
+                st.floats(min_value=0.01, max_value=100000,
+                          allow_nan=False, allow_infinity=False),
+            ),
+            min_size=0, max_size=20,
+        ),
+    )
+    @settings(max_examples=80, deadline=2000,
+              suppress_health_check=[HealthCheck.function_scoped_fixture])
+    def test_buckets_sum_equals_total(self, as_of, amounts):
+        lines = [
+            {'date_maturity': as_of + timedelta(days=offset),
+             'amount_residual': round(amt, 2)}
+            for offset, amt in amounts
+        ]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        bucket_sum = sum(b.amount for b in report.buckets)
+        self.assertAlmostEqual(bucket_sum, report.total_amount, places=1)
+
+    @given(
+        as_of=st.dates(min_value=date(2020, 1, 1), max_value=date(2030, 12, 31)),
+        days_overdue=st.integers(min_value=1, max_value=365),
+        amount=st.floats(min_value=0.01, max_value=10000,
+                         allow_nan=False, allow_infinity=False),
+    )
+    @settings(max_examples=50, deadline=2000,
+              suppress_health_check=[HealthCheck.function_scoped_fixture])
+    def test_overdue_amount_excludes_current(self, as_of, days_overdue, amount):
+        lines = [
+            {'date_maturity': as_of - timedelta(days=days_overdue),
+             'amount_residual': round(amount, 2)},
+            {'date_maturity': as_of + timedelta(days=10),
+             'amount_residual': 100.0},
+        ]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        self.assertAlmostEqual(report.total_overdue_amount, round(amount, 2), places=1)
+
+    @given(
+        invoices=st.integers(min_value=0, max_value=100),
+        late=st.integers(min_value=0, max_value=100),
+        days_late=st.floats(min_value=0, max_value=180,
+                            allow_nan=False, allow_infinity=False),
+    )
+    @settings(max_examples=80, deadline=2000,
+              suppress_health_check=[HealthCheck.function_scoped_fixture])
+    def test_risk_score_in_range(self, invoices, late, days_late):
+        late = min(late, invoices) if invoices > 0 else 0
+        result = score_partner(
+            total_invoices=invoices, paid_late_count=late,
+            avg_days_late=days_late,
+            longest_overdue_days=int(days_late),
+            open_overdue_amount=invoices * 1000.0,
+            average_invoice_amount=1000.0,
+        )
+        self.assertGreaterEqual(result.score, 0)
+        self.assertLessEqual(result.score, 100)
+
+
+@tagged('post_install', '-at_install', 'property_based')
+class TestToneInvariants(TransactionCase):
+
+    @given(
+        sequence=st.integers(min_value=1, max_value=10),
+        risk=st.integers(min_value=0, max_value=100),
+    )
+    @settings(max_examples=50, deadline=1000,
+              suppress_health_check=[HealthCheck.function_scoped_fixture])
+    def test_tone_always_in_valid_set(self, sequence, risk):
+        tone = select_tone(level_sequence=sequence, risk_score=risk)
+        self.assertIn(tone, ('gentle', 'firm', 'legal'))

fusion_accounting/fusion_accounting_followup/tests/test_followup_adapter.py

@@ -0,0 +1,42 @@
+"""FollowupAdapter wiring tests — engine paths."""
+
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+from odoo.addons.fusion_accounting_ai.services.data_adapters.followup import (
+    FollowupAdapter,
+)
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupAdapter(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.adapter = FollowupAdapter(self.env)
+
+    def test_list_overdue_via_fusion_returns_dict(self):
+        result = self.adapter.list_overdue_via_fusion(
+            company_id=self.env.company.id,
+        )
+        self.assertIn('partners', result)
+        self.assertIn('total', result)
+        self.assertIn('count', result)
+
+    def test_list_overdue_via_community_returns_error(self):
+        result = self.adapter.list_overdue_via_community()
+        self.assertIn('error', result)
+
+    def test_send_followup_via_fusion_no_overdue(self):
+        partner = self.env['res.partner'].create({'name': 'AdapterTest'})
+        result = self.adapter.send_followup_via_fusion(
+            partner_id=partner.id, force=True,
+        )
+        self.assertIn(
+            result.get('status', ''),
+            ('no_action', 'no_overdue', 'sent', 'manual_review'),
+        )
+
+    def test_send_followup_via_community_returns_error(self):
+        result = self.adapter.send_followup_via_community(partner_id=1)
+        self.assertIn('error', result)

fusion_accounting/fusion_accounting_followup/tests/test_followup_controller.py

@@ -0,0 +1,80 @@
+"""HttpCase tests for the 6 follow-up JSON-RPC endpoints."""
+
+import json
+from datetime import date, timedelta
+
+from odoo.tests import tagged
+from odoo.tests.common import HttpCase, new_test_user
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupController(HttpCase):
+
+    def setUp(self):
+        super().setUp()
+        self.user = new_test_user(
+            self.env, login='fu_test_user',
+            groups='base.group_user,base.group_partner_manager,'
+                   'account.group_account_invoice',
+        )
+
+    def _jsonrpc(self, endpoint, params):
+        self.authenticate('fu_test_user', 'fu_test_user')
+        url = f'/fusion/followup/{endpoint}'
+        body = {'jsonrpc': '2.0', 'method': 'call', 'params': params, 'id': 1}
+        response = self.url_open(
+            url, data=json.dumps(body),
+            headers={'Content-Type': 'application/json'},
+        )
+        self.assertEqual(
+            response.status_code, 200,
+            f"{endpoint} returned {response.status_code}: {response.text[:300]}",
+        )
+        result = response.json()
+        if 'error' in result:
+            self.fail(f"{endpoint} errored: {result['error']}")
+        return result.get('result', {})
+
+    def test_list_overdue_returns_dict(self):
+        result = self._jsonrpc('list_overdue', {'company_id': self.env.company.id})
+        self.assertIn('partners', result)
+        self.assertIn('total', result)
+
+    def test_get_partner_detail(self):
+        partner = self.env['res.partner'].create({
+            'name': 'Ctrl Test Partner', 'email': 'ctrl@test.local',
+        })
+        result = self._jsonrpc('get_partner_detail', {'partner_id': partner.id})
+        self.assertEqual(result['partner']['id'], partner.id)
+        self.assertIn('overdue', result)
+        self.assertIn('history', result)
+
+    def test_pause_sets_paused_until(self):
+        partner = self.env['res.partner'].create({'name': 'Pause Test'})
+        future = (date.today() + timedelta(days=20)).isoformat()
+        result = self._jsonrpc('pause', {
+            'partner_id': partner.id, 'until_date': future,
+        })
+        self.assertEqual(result['paused_until'], future)
+
+    def test_reset_clears_status(self):
+        partner = self.env['res.partner'].create({
+            'name': 'Reset Test',
+            'fusion_followup_status': 'paused',
+        })
+        result = self._jsonrpc('reset', {'partner_id': partner.id})
+        self.assertEqual(result['status'], 'reset')
+
+    def test_send_no_overdue_returns_no_action(self):
+        partner = self.env['res.partner'].create({
+            'name': 'No Overdue', 'email': 'no@test.local',
+        })
+        result = self._jsonrpc('send', {
+            'partner_id': partner.id, 'force': True,
+        })
+        self.assertIn(result.get('status'), ('no_action', 'no_overdue'))
+
+    def test_generate_text_no_level_returns_no_level(self):
+        partner = self.env['res.partner'].create({'name': 'NoLevel Test'})
+        result = self._jsonrpc('generate_text', {'partner_id': partner.id})
+        self.assertIn(result.get('status'), ('no_level', 'ok'))

fusion_accounting/fusion_accounting_followup/tests/test_followup_cron.py

@@ -0,0 +1,18 @@
+"""Smoke tests for the fusion follow-up cron handlers."""
+
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupCron(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.cron = self.env['fusion.followup.cron']
+
+    def test_cron_daily_scan_runs(self):
+        self.cron._cron_daily_scan()
+
+    def test_cron_risk_refresh_runs(self):
+        self.cron._cron_risk_refresh()

fusion_accounting/fusion_accounting_followup/tests/test_followup_full_flow.py

@@ -0,0 +1,84 @@
+"""End-to-end integration: scan -> escalate -> send -> reset."""
+
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install', 'integration')
+class TestFollowupFullFlow(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.engine = self.env['fusion.followup.engine']
+        self.partner = self.env['res.partner'].create({
+            'name': 'Full Flow Partner', 'email': 'flow@test.local',
+        })
+        for seq, name, days, tone in [(701, 'FlowReminder', 7, 'gentle'),
+                                      (702, 'FlowWarning', 30, 'firm'),
+                                      (703, 'FlowLegal', 60, 'legal')]:
+            self.env['fusion.followup.level'].create({
+                'name': name, 'sequence': seq,
+                'delay_days': days, 'tone': tone,
+            })
+
+        line = self.env['account.move.line'].search([
+            ('parent_state', '=', 'posted'),
+            ('account_id.account_type', '=', 'asset_receivable'),
+            ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
+        ], limit=1)
+        if not line:
+            self.skipTest("No posted unreconciled receivable lines in test DB")
+        line.write({
+            'partner_id': self.partner.id,
+            'date_maturity': date.today() - timedelta(days=20),
+        })
+
+    def test_full_flow_scan_send_reset(self):
+        level = self.engine.compute_followup_level(self.partner)
+        self.assertTrue(level)
+        self.assertGreater(level.delay_days, 0)
+
+        Run = self.env['fusion.followup.run']
+        before = Run.search_count([('partner_id', '=', self.partner.id)])
+        result = self.engine.send_followup_email(self.partner, force=True)
+        after = Run.search_count([('partner_id', '=', self.partner.id)])
+        self.assertGreater(after, before)
+        self.assertIn(result['status'], ('sent', 'manual_review'))
+
+        self.engine.pause_followup(self.partner,
+                                   until_date=date.today() + timedelta(days=14))
+        result_paused = self.engine.send_followup_email(self.partner)
+        self.assertTrue(result_paused['status'].startswith('paused'))
+
+        self.engine.reset_followup(self.partner)
+        self.partner.invalidate_recordset(['fusion_followup_status'])
+        self.assertEqual(self.partner.fusion_followup_status, 'no_action')
+
+    def test_escalate_advances_to_next_level(self):
+        Level = self.env['fusion.followup.level']
+        level1 = Level.search([('sequence', '=', 701)], limit=1)
+        self.engine.send_followup_email(self.partner, level=level1, force=True)
+        self.partner.invalidate_recordset(['fusion_followup_last_level_id'])
+        result = self.engine.escalate_to_next_level(self.partner)
+        self.assertIn('partner_id', result)
+        self.partner.invalidate_recordset(['fusion_followup_last_level_id'])
+        if self.partner.fusion_followup_last_level_id:
+            self.assertGreaterEqual(self.partner.fusion_followup_last_level_id.sequence, 702)
+
+    def test_text_cache_reused_on_repeat(self):
+        Cache = self.env['fusion.followup.text.cache']
+        self.engine.send_followup_email(self.partner, force=True)
+        after_first = Cache.search_count([('partner_id', '=', self.partner.id)])
+        self.engine.send_followup_email(self.partner, force=True)
+        after_second = Cache.search_count([('partner_id', '=', self.partner.id)])
+        self.assertEqual(after_first, after_second)
+
+    def test_history_records_each_send(self):
+        Run = self.env['fusion.followup.run']
+        before = Run.search_count([('partner_id', '=', self.partner.id)])
+        self.engine.send_followup_email(self.partner, force=True)
+        self.engine.send_followup_email(self.partner, force=True)
+        after = Run.search_count([('partner_id', '=', self.partner.id)])
+        self.assertEqual(after - before, 2)

fusion_accounting/fusion_accounting_followup/tests/test_followup_text_generator.py

@@ -0,0 +1,80 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
+    generate_followup_text,
+)
+from odoo.addons.fusion_accounting_followup.services.followup_text_prompt import (
+    SYSTEM_PROMPT, build_prompt,
+)
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupTextGenerator(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.env['ir.config_parameter'].sudo().search([
+            ('key', 'in', ['fusion_accounting.provider.followup_text',
+                           'fusion_accounting.provider.default'])
+        ]).unlink()
+
+    def test_fallback_gentle(self):
+        result = generate_followup_text(
+            self.env, partner_name='Acme Corp', total_overdue=1500,
+            currency_code='USD', longest_overdue_days=15, tone='gentle',
+            invoice_count=2,
+        )
+        self.assertEqual(result['tone_used'], 'gentle')
+        self.assertIn('Acme Corp', result['body'])
+        self.assertIn('1,500.00', result['body'])
+
+    def test_fallback_firm(self):
+        result = generate_followup_text(
+            self.env, partner_name='Acme', total_overdue=5000,
+            currency_code='USD', longest_overdue_days=45, tone='firm',
+            invoice_count=3,
+        )
+        self.assertEqual(result['tone_used'], 'firm')
+
+    def test_fallback_legal(self):
+        result = generate_followup_text(
+            self.env, partner_name='Acme', total_overdue=10000,
+            currency_code='USD', longest_overdue_days=90, tone='legal',
+            invoice_count=5,
+        )
+        self.assertEqual(result['tone_used'], 'legal')
+        self.assertIn('FINAL NOTICE', result['subject'])
+
+    def test_returns_required_keys(self):
+        result = generate_followup_text(
+            self.env, partner_name='X', total_overdue=100,
+            currency_code='USD', longest_overdue_days=10, tone='gentle',
+        )
+        for key in ('subject', 'body', 'tone_used', 'key_points'):
+            self.assertIn(key, result)
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupTextPrompt(TransactionCase):
+
+    def test_system_prompt_requires_json(self):
+        self.assertIn('JSON', SYSTEM_PROMPT)
+        self.assertIn('"subject"', SYSTEM_PROMPT)
+        self.assertIn('"body"', SYSTEM_PROMPT)
+
+    def test_build_prompt_returns_tuple(self):
+        result = build_prompt(
+            partner_name='X', total_overdue=100, currency_code='USD',
+            longest_overdue_days=10, tone='gentle',
+        )
+        self.assertEqual(len(result), 2)
+        self.assertIn('100.00', result[1])
+
+    def test_build_prompt_includes_risk_drivers(self):
+        _, user = build_prompt(
+            partner_name='X', total_overdue=100, currency_code='USD',
+            longest_overdue_days=10, tone='firm',
+            risk_drivers=['Chronic late payer', '5/10 paid late'],
+        )
+        self.assertIn('RISK FACTORS', user)
+        self.assertIn('Chronic late payer', user)

fusion_accounting/fusion_accounting_followup/tests/test_followup_tools.py

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

fusion_accounting/fusion_accounting_followup/tests/test_followup_tours.py

@@ -0,0 +1,23 @@
+"""Python wrappers for OWL tours via HttpCase.start_tour."""
+
+from odoo.tests.common import HttpCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install', 'tour')
+class TestFollowupTours(HttpCase):
+
+    def test_smoke_tour(self):
+        self.start_tour("/odoo", "fusion_followup_smoke", login="admin")
+
+    def test_partners_tour(self):
+        self.start_tour("/odoo", "fusion_followup_partners", login="admin")
+
+    def test_levels_tour(self):
+        self.start_tour("/odoo", "fusion_followup_levels", login="admin")
+
+    def test_history_tour(self):
+        self.start_tour("/odoo", "fusion_followup_history", login="admin")
+
+    def test_batch_wizard_tour(self):
+        self.start_tour("/odoo", "fusion_followup_batch_wizard", login="admin")

fusion_accounting/fusion_accounting_followup/tests/test_fusion_followup_engine.py

@@ -0,0 +1,74 @@
+"""Unit tests for the fusion.followup.engine 7-method API."""
+
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupEngine(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.engine = self.env['fusion.followup.engine']
+        self.partner = self.env['res.partner'].create({
+            'name': 'Engine Test Partner', 'email': 'engine@test.local',
+        })
+        for seq, name, days, tone in [(901, 'Reminder', 7, 'gentle'),
+                                      (902, 'Warning', 30, 'firm'),
+                                      (903, 'Legal', 60, 'legal')]:
+            self.env['fusion.followup.level'].create({
+                'name': name, 'sequence': seq,
+                'delay_days': days, 'tone': tone,
+            })
+
+    def test_engine_model_exists(self):
+        self.assertIn('fusion.followup.engine', self.env.registry)
+
+    def test_get_overdue_returns_dict(self):
+        result = self.engine.get_overdue_for_partner(self.partner)
+        self.assertIn('aging', result)
+        self.assertIn('risk', result)
+        self.assertEqual(result['partner_id'], self.partner.id)
+
+    def test_compute_followup_level_no_overdue_returns_empty(self):
+        result = self.engine.compute_followup_level(self.partner)
+        self.assertFalse(result)
+
+    def test_pause_sets_partner_state(self):
+        until = date.today() + timedelta(days=14)
+        self.engine.pause_followup(self.partner, until_date=until)
+        self.partner.invalidate_recordset(['fusion_followup_paused_until', 'fusion_followup_status'])
+        self.assertEqual(self.partner.fusion_followup_paused_until, until)
+        self.assertEqual(self.partner.fusion_followup_status, 'paused')
+
+    def test_reset_clears_state(self):
+        self.engine.pause_followup(self.partner)
+        self.engine.reset_followup(self.partner)
+        self.partner.invalidate_recordset([
+            'fusion_followup_status', 'fusion_followup_paused_until',
+            'fusion_followup_last_level_id',
+        ])
+        self.assertEqual(self.partner.fusion_followup_status, 'no_action')
+        self.assertFalse(self.partner.fusion_followup_paused_until)
+
+    def test_snapshot_history_returns_runs(self):
+        Run = self.env['fusion.followup.run']
+        run = Run.create({
+            'partner_id': self.partner.id,
+            'state': 'sent',
+            'overdue_amount': 500,
+        })
+        result = self.engine.snapshot_followup_history(self.partner)
+        self.assertEqual(result['count'], 1)
+        self.assertEqual(result['runs'][0]['id'], run.id)
+
+    def test_send_no_overdue_returns_no_action(self):
+        Level = self.env['fusion.followup.level']
+        level = Level.search([('sequence', '=', 901)], limit=1)
+        result = self.engine.send_followup_email(self.partner, level=level, force=True)
+        self.assertEqual(result['status'], 'no_overdue')
+
+    def test_escalate_when_no_current_level(self):
+        result = self.engine.escalate_to_next_level(self.partner)
+        self.assertIn('partner_id', result)

fusion_accounting/fusion_accounting_followup/tests/test_fusion_followup_level.py

@@ -0,0 +1,43 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupLevel(TransactionCase):
+
+    def test_create_minimal(self):
+        # Note: sequences 1-3 are reserved for seeded default levels.
+        level = self.env['fusion.followup.level'].create({
+            'name': 'Reminder', 'sequence': 901, 'delay_days': 7, 'tone': 'gentle',
+        })
+        self.assertEqual(level.name, 'Reminder')
+        self.assertTrue(level.active)
+
+    def test_negative_delay_rejected(self):
+        with self.assertRaises(Exception):
+            self.env['fusion.followup.level'].create({
+                'name': 'Bad', 'sequence': 902, 'delay_days': -5, 'tone': 'gentle',
+            })
+
+    def test_duplicate_sequence_rejected(self):
+        self.env['fusion.followup.level'].create({
+            'name': 'A', 'sequence': 100, 'delay_days': 7, 'tone': 'gentle',
+        })
+        with self.assertRaises(Exception):
+            self.env['fusion.followup.level'].create({
+                'name': 'B', 'sequence': 100, 'delay_days': 30, 'tone': 'firm',
+            })
+
+    def test_three_levels_escalate(self):
+        for seq, name, days, tone in [(1, 'R', 7, 'gentle'),
+                                      (2, 'W', 30, 'firm'),
+                                      (3, 'L', 60, 'legal')]:
+            self.env['fusion.followup.level'].create({
+                'name': name, 'sequence': seq + 200,
+                'delay_days': days, 'tone': tone,
+            })
+        levels = self.env['fusion.followup.level'].search([
+            ('sequence', '>', 200),
+        ], order='sequence')
+        self.assertEqual(len(levels), 3)
+        self.assertEqual(levels.mapped('tone'), ['gentle', 'firm', 'legal'])

fusion_accounting/fusion_accounting_followup/tests/test_fusion_followup_run.py

@@ -0,0 +1,44 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupRun(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env['res.partner'].create({'name': 'Run Test Partner'})
+        cls.level = cls.env['fusion.followup.level'].create({
+            'name': 'Reminder', 'sequence': 301, 'delay_days': 7, 'tone': 'gentle',
+        })
+
+    def test_create_minimal(self):
+        run = self.env['fusion.followup.run'].create({
+            'partner_id': self.partner.id,
+            'level_id': self.level.id,
+        })
+        self.assertEqual(run.state, 'draft')
+        self.assertTrue(run.execution_date)
+
+    def test_action_mark_sent(self):
+        run = self.env['fusion.followup.run'].create({
+            'partner_id': self.partner.id,
+            'level_id': self.level.id,
+        })
+        run.action_mark_sent()
+        self.assertEqual(run.state, 'sent')
+
+    def test_action_mark_failed_records_error(self):
+        run = self.env['fusion.followup.run'].create({
+            'partner_id': self.partner.id,
+        })
+        run.action_mark_failed(error='SMTP unreachable')
+        self.assertEqual(run.state, 'failed')
+        self.assertEqual(run.error_message, 'SMTP unreachable')
+
+    def test_partner_required(self):
+        with self.assertRaises(Exception):
+            self.env['fusion.followup.run'].create({
+                'level_id': self.level.id,
+            })

fusion_accounting/fusion_accounting_followup/tests/test_fusion_followup_text_cache.py

@@ -0,0 +1,60 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupTextCache(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env['res.partner'].create({'name': 'Cache Test Partner'})
+        cls.level = cls.env['fusion.followup.level'].create({
+            'name': 'Reminder', 'sequence': 401, 'delay_days': 7, 'tone': 'gentle',
+        })
+        cls.cache = cls.env['fusion.followup.text.cache']
+
+    def _kwargs(self, **overrides):
+        base = dict(
+            partner_id=self.partner.id, level_id=self.level.id,
+            overdue_amount=1234.56, longest_overdue_days=10,
+            invoice_count=3, tone='gentle',
+        )
+        base.update(overrides)
+        return base
+
+    def test_fingerprint_stable_and_unique(self):
+        fp1 = self.cache.compute_fingerprint(**self._kwargs())
+        fp2 = self.cache.compute_fingerprint(**self._kwargs())
+        fp3 = self.cache.compute_fingerprint(**self._kwargs(tone='firm'))
+        self.assertEqual(fp1, fp2)
+        self.assertNotEqual(fp1, fp3)
+        self.assertEqual(len(fp1), 64)
+
+    def test_lookup_returns_empty_when_missing(self):
+        result = self.cache.lookup(**self._kwargs())
+        self.assertFalse(result)
+
+    def test_lookup_finds_cached_entry(self):
+        kwargs = self._kwargs()
+        fp = self.cache.compute_fingerprint(**kwargs)
+        entry = self.cache.create({
+            'partner_id': self.partner.id,
+            'level_id': self.level.id,
+            'fingerprint': fp,
+            'subject': 'Hi',
+            'body': 'Please pay.',
+            'tone_used': 'gentle',
+        })
+        found = self.cache.lookup(**kwargs)
+        self.assertEqual(found.id, entry.id)
+
+    def test_action_increment_use(self):
+        entry = self.cache.create({
+            'partner_id': self.partner.id,
+            'fingerprint': 'abc123',
+        })
+        self.assertEqual(entry.use_count, 0)
+        entry.action_increment_use()
+        entry.action_increment_use()
+        self.assertEqual(entry.use_count, 2)

fusion_accounting/fusion_accounting_followup/tests/test_level_resolver.py

@@ -0,0 +1,58 @@
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+from odoo.addons.fusion_accounting_followup.services.level_resolver import (
+    FollowupLevelSpec, resolve_level,
+)
+from odoo.addons.fusion_accounting_followup.services.overdue_aging import compute_aging
+
+
+@tagged('post_install', '-at_install')
+class TestLevelResolver(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.levels = [
+            FollowupLevelSpec(sequence=1, name='Reminder', delay_days=7, tone='gentle'),
+            FollowupLevelSpec(sequence=2, name='Warning', delay_days=30, tone='firm'),
+            FollowupLevelSpec(sequence=3, name='Legal Notice', delay_days=60, tone='legal'),
+        ]
+
+    def test_no_overdue_returns_none(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of + timedelta(days=10), 'amount_residual': 100}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        result = resolve_level(aging_report=report, levels=self.levels)
+        self.assertIsNone(result)
+
+    def test_15_days_overdue_picks_reminder(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=15), 'amount_residual': 100}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        result = resolve_level(aging_report=report, levels=self.levels)
+        self.assertEqual(result.name, 'Reminder')
+
+    def test_45_days_overdue_picks_warning(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=45), 'amount_residual': 200}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        result = resolve_level(aging_report=report, levels=self.levels)
+        self.assertEqual(result.name, 'Warning')
+
+    def test_75_days_overdue_picks_legal(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=75), 'amount_residual': 300}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        result = resolve_level(aging_report=report, levels=self.levels)
+        self.assertEqual(result.name, 'Legal Notice')
+
+    def test_no_levels_returns_none(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=30), 'amount_residual': 100}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        result = resolve_level(aging_report=report, levels=[])
+        self.assertIsNone(result)
+
+    def test_invalid_tone_raises(self):
+        with self.assertRaises(ValueError):
+            FollowupLevelSpec(sequence=1, name='X', delay_days=7, tone='invalid')

fusion_accounting/fusion_accounting_followup/tests/test_local_llm_compat.py

@@ -0,0 +1,69 @@
+"""Local LLM compat test for followup_text_generator.
+
+Auto-detects LM Studio (:1234) or Ollama (:11434), skips when absent."""
+
+import socket
+
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+def _server_reachable(host, port, timeout=1.0):
+    try:
+        with socket.create_connection((host, port), timeout=timeout):
+            return True
+    except (OSError, socket.timeout):
+        return False
+
+
+def _detect_local_llm():
+    for host, port, default_model in [
+        ('host.docker.internal', 1234, 'local-model'),
+        ('host.docker.internal', 11434, 'llama3.1:8b'),
+        ('localhost', 1234, 'local-model'),
+        ('localhost', 11434, 'llama3.1:8b'),
+    ]:
+        if _server_reachable(host, port, timeout=0.5):
+            return (f'http://{host}:{port}/v1', default_model)
+    return (None, None)
+
+
+@tagged('post_install', '-at_install', 'local_llm')
+class TestLocalLLMFollowupText(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.base_url, self.model = _detect_local_llm()
+        if not self.base_url:
+            self.skipTest("No local LLM server detected")
+
+    def test_followup_text_with_local_llm(self):
+        params = self.env['ir.config_parameter'].sudo()
+        prior = {k: params.get_param(k) for k in [
+            'fusion_accounting.openai_base_url',
+            'fusion_accounting.openai_model',
+            'fusion_accounting.provider.followup_text',
+        ]}
+        params.set_param('fusion_accounting.openai_base_url', self.base_url)
+        params.set_param('fusion_accounting.openai_model', self.model)
+        params.set_param('fusion_accounting.openai_api_key', 'lm-studio')
+        params.set_param('fusion_accounting.provider.followup_text', 'openai')
+
+        try:
+            from odoo.addons.fusion_accounting_followup.services.followup_text_generator import (
+                generate_followup_text,
+            )
+            result = generate_followup_text(
+                self.env, partner_name='Acme Corp',
+                total_overdue=15000, currency_code='USD',
+                longest_overdue_days=45, tone='firm',
+                invoice_count=3,
+                risk_drivers=['8/12 invoices paid late', 'Avg 30 days late'],
+            )
+            self.assertIn('subject', result)
+            self.assertIn('body', result)
+            self.assertIn('tone_used', result)
+        finally:
+            for k, v in prior.items():
+                if v is not None:
+                    params.set_param(k, v)

fusion_accounting/fusion_accounting_followup/tests/test_migration_round_trip.py

@@ -0,0 +1,30 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFollowupMigrationRoundTrip(TransactionCase):
+
+    def test_bootstrap_step_runs(self):
+        wizard = self.env['fusion.migration.wizard'].create({})
+        result = wizard._followup_bootstrap_step()
+        self.assertEqual(result['step'], 'followup_bootstrap')
+        # Either Enterprise present or not — both OK
+        self.assertIn(result['enterprise_module_present'], [True, False])
+
+    def test_bootstrap_idempotent(self):
+        wizard = self.env['fusion.migration.wizard'].create({})
+        first = wizard._followup_bootstrap_step()
+        second = wizard._followup_bootstrap_step()
+        # Second run skips what first created (or both no-op)
+        if first['enterprise_module_present']:
+            self.assertGreaterEqual(second['skipped'], first['created'])
+
+    def test_partner_state_bootstrap_step(self):
+        """Verify the partner-state migration step runs without error."""
+        wizard = self.env['fusion.migration.wizard'].create({})
+        result = wizard._followup_partner_state_bootstrap_step()
+        self.assertEqual(result['step'], 'followup_partner_state')
+        self.assertIn(result['enterprise_module_present'], [True, False])
+        self.assertGreaterEqual(result['updated'], 0)
+        self.assertGreaterEqual(result['skipped'], 0)

fusion_accounting/fusion_accounting_followup/tests/test_overdue_aging.py

@@ -0,0 +1,69 @@
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+from odoo.addons.fusion_accounting_followup.services.overdue_aging import (
+    compute_aging, BUCKETS,
+)
+
+
+@tagged('post_install', '-at_install')
+class TestOverdueAging(TransactionCase):
+
+    def test_empty_lines_returns_zero_buckets(self):
+        report = compute_aging(move_lines=[], as_of=date(2026, 4, 19))
+        self.assertEqual(report.total_amount, 0)
+        self.assertEqual(len(report.buckets), len(BUCKETS))
+        for b in report.buckets:
+            self.assertEqual(b.amount, 0)
+
+    def test_current_bucket_for_future_maturity(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': date(2026, 5, 19), 'amount_residual': 100}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        current = next(b for b in report.buckets if b.name == 'current')
+        self.assertEqual(current.amount, 100)
+        self.assertEqual(report.total_overdue_amount, 0)
+
+    def test_30_day_bucket(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=15), 'amount_residual': 200}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        b = next(b for b in report.buckets if b.name == '1_30')
+        self.assertEqual(b.amount, 200)
+
+    def test_60_day_bucket(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=45), 'amount_residual': 300}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        b = next(b for b in report.buckets if b.name == '31_60')
+        self.assertEqual(b.amount, 300)
+
+    def test_120_plus_bucket(self):
+        as_of = date(2026, 4, 19)
+        lines = [{'date_maturity': as_of - timedelta(days=200), 'amount_residual': 500}]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        b = next(b for b in report.buckets if b.name == '120_plus')
+        self.assertEqual(b.amount, 500)
+
+    def test_total_overdue_excludes_current(self):
+        as_of = date(2026, 4, 19)
+        lines = [
+            {'date_maturity': as_of + timedelta(days=10), 'amount_residual': 100},
+            {'date_maturity': as_of - timedelta(days=10), 'amount_residual': 200},
+            {'date_maturity': as_of - timedelta(days=50), 'amount_residual': 300},
+        ]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        self.assertEqual(report.total_amount, 600)
+        self.assertEqual(report.total_overdue_amount, 500)
+
+    def test_buckets_sum_equals_total(self):
+        as_of = date(2026, 4, 19)
+        lines = [
+            {'date_maturity': as_of + timedelta(days=10), 'amount_residual': 100},
+            {'date_maturity': as_of - timedelta(days=15), 'amount_residual': 200},
+            {'date_maturity': as_of - timedelta(days=75), 'amount_residual': 300},
+            {'date_maturity': as_of - timedelta(days=200), 'amount_residual': 500},
+        ]
+        report = compute_aging(move_lines=lines, as_of=as_of)
+        bucket_sum = sum(b.amount for b in report.buckets)
+        self.assertAlmostEqual(bucket_sum, report.total_amount, places=2)

fusion_accounting/fusion_accounting_followup/tests/test_performance_benchmarks.py

@@ -0,0 +1,100 @@
+"""Performance benchmarks tagged 'benchmark'."""
+
+import json
+import statistics
+import time
+from datetime import date, timedelta
+
+from odoo.tests.common import HttpCase, TransactionCase, new_test_user
+from odoo.tests import tagged
+
+
+def _percentile(samples, p):
+    if len(samples) <= 1:
+        return samples[0] if samples else 0
+    sorted_s = sorted(samples)
+    idx = int(len(sorted_s) * p / 100)
+    return sorted_s[min(idx, len(sorted_s) - 1)]
+
+
+@tagged('post_install', '-at_install', 'benchmark')
+class TestEngineBenchmarks(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.engine = self.env['fusion.followup.engine']
+        for seq, name, days, tone in [(601, 'PerfReminder', 7, 'gentle'),
+                                      (602, 'PerfWarning', 30, 'firm'),
+                                      (603, 'PerfLegal', 60, 'legal')]:
+            self.env['fusion.followup.level'].create({
+                'name': name, 'sequence': seq,
+                'delay_days': days, 'tone': tone,
+            })
+
+    def test_get_overdue_p95(self):
+        partner = self.env['res.partner'].create({'name': 'PerfPartner'})
+        timings = []
+        for _ in range(10):
+            start = time.perf_counter()
+            self.engine.get_overdue_for_partner(partner)
+            timings.append((time.perf_counter() - start) * 1000)
+        p95 = _percentile(timings, 95)
+        median = statistics.median(timings)
+        msg = f"get_overdue_for_partner: median={median:.0f}ms p95={p95:.0f}ms"
+        print(f"\n  PERF: {msg} (target <100ms)")
+        self.assertLess(p95, 1000, f"way over budget: {msg}")
+
+    def test_compute_followup_level_p95(self):
+        partner = self.env['res.partner'].create({'name': 'CompLevelPerf'})
+        timings = []
+        for _ in range(10):
+            start = time.perf_counter()
+            self.engine.compute_followup_level(partner)
+            timings.append((time.perf_counter() - start) * 1000)
+        p95 = _percentile(timings, 95)
+        median = statistics.median(timings)
+        msg = f"compute_followup_level: median={median:.0f}ms p95={p95:.0f}ms"
+        print(f"\n  PERF: {msg} (target <50ms)")
+        self.assertLess(p95, 500)
+
+    def test_send_followup_p95(self):
+        partner = self.env['res.partner'].create({
+            'name': 'SendPerf', 'email': 'sp@test.local',
+        })
+        timings = []
+        for _ in range(5):
+            start = time.perf_counter()
+            self.engine.send_followup_email(partner, force=True)
+            timings.append((time.perf_counter() - start) * 1000)
+        p95 = _percentile(timings, 95)
+        median = statistics.median(timings)
+        msg = f"send_followup_email (no overdue): median={median:.0f}ms p95={p95:.0f}ms"
+        print(f"\n  PERF: {msg} (target <200ms)")
+        self.assertLess(p95, 2000)
+
+
+@tagged('post_install', '-at_install', 'benchmark')
+class TestControllerBenchmarks(HttpCase):
+
+    def test_list_overdue_p95(self):
+        new_test_user(self.env, login='fu_perf',
+                      groups='base.group_user,account.group_account_invoice,base.group_partner_manager')
+        for i in range(20):
+            self.env['res.partner'].create({'name': f'PerfP{i}'})
+        self.authenticate('fu_perf', 'fu_perf')
+        timings = []
+        for _ in range(5):
+            start = time.perf_counter()
+            response = self.url_open(
+                '/fusion/followup/list_overdue',
+                data=json.dumps({'jsonrpc': '2.0', 'method': 'call', 'id': 1,
+                                 'params': {'company_id': self.env.company.id}}),
+                headers={'Content-Type': 'application/json'},
+            )
+            timings.append((time.perf_counter() - start) * 1000)
+            self.assertEqual(response.status_code, 200)
+        p95 = _percentile(timings, 95)
+        median = statistics.median(timings)
+        msg = f"controller.list_overdue: median={median:.0f}ms p95={p95:.0f}ms"
+        print(f"\n  PERF: {msg} (target <500ms)")
+        self.assertLess(p95, 5000)

fusion_accounting/fusion_accounting_followup/tests/test_res_partner_inherit.py

@@ -0,0 +1,27 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestResPartnerFollowup(TransactionCase):
+
+    def test_default_status_no_action(self):
+        partner = self.env['res.partner'].create({'name': 'Default Status'})
+        self.assertEqual(partner.fusion_followup_status, 'no_action')
+        self.assertEqual(partner.fusion_followup_risk_band, 'low')
+        self.assertEqual(partner.fusion_followup_risk_score, 0)
+
+    def test_run_count_reflects_history(self):
+        partner = self.env['res.partner'].create({'name': 'History Partner'})
+        self.assertEqual(partner.fusion_followup_run_count, 0)
+        for _ in range(3):
+            self.env['fusion.followup.run'].create({'partner_id': partner.id})
+        partner.invalidate_recordset(['fusion_followup_run_count', 'fusion_followup_run_ids'])
+        self.assertEqual(partner.fusion_followup_run_count, 3)
+
+    def test_action_view_followup_history_returns_action(self):
+        partner = self.env['res.partner'].create({'name': 'Action Partner'})
+        action = partner.action_view_followup_history()
+        self.assertEqual(action['res_model'], 'fusion.followup.run')
+        self.assertEqual(action['domain'], [('partner_id', '=', partner.id)])
+        self.assertEqual(action['context']['default_partner_id'], partner.id)

fusion_accounting/fusion_accounting_followup/tests/test_risk_scorer.py

@@ -0,0 +1,48 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+from odoo.addons.fusion_accounting_followup.services.risk_scorer import (
+    score_partner, PartnerRiskScore,
+)
+
+
+@tagged('post_install', '-at_install')
+class TestRiskScorer(TransactionCase):
+
+    def test_no_history_returns_low(self):
+        result = score_partner()
+        self.assertEqual(result.band, 'low')
+        self.assertLess(result.score, 30)
+
+    def test_chronic_late_pays_returns_high(self):
+        result = score_partner(
+            total_invoices=20, paid_late_count=18,
+            avg_days_late=45, longest_overdue_days=90,
+            open_overdue_amount=15000, average_invoice_amount=2000,
+        )
+        self.assertIn(result.band, ('high', 'critical'))
+        self.assertGreater(len(result.drivers), 0)
+
+    def test_one_off_overdue_returns_medium(self):
+        result = score_partner(
+            total_invoices=10, paid_late_count=1,
+            avg_days_late=20, longest_overdue_days=45,
+            open_overdue_amount=2000, average_invoice_amount=2000,
+        )
+        self.assertIn(result.band, ('low', 'medium'))
+
+    def test_score_capped_at_100(self):
+        result = score_partner(
+            total_invoices=10, paid_late_count=10,
+            avg_days_late=180, longest_overdue_days=300,
+            open_overdue_amount=999999, average_invoice_amount=1000,
+        )
+        self.assertLessEqual(result.score, 100)
+
+    def test_score_floored_at_0(self):
+        result = score_partner()
+        self.assertGreaterEqual(result.score, 0)
+
+    def test_band_thresholds(self):
+        for s, expected_band in [(10, 'low'), (40, 'medium'), (70, 'high'), (90, 'critical')]:
+            r = PartnerRiskScore(score=s, band=expected_band, drivers=[])
+            self.assertEqual(r.band, expected_band)

fusion_accounting/fusion_accounting_followup/tests/test_tone_selector.py

@@ -0,0 +1,25 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+from odoo.addons.fusion_accounting_followup.services.tone_selector import select_tone
+
+
+@tagged('post_install', '-at_install')
+class TestToneSelector(TransactionCase):
+
+    def test_level_1_default_gentle(self):
+        self.assertEqual(select_tone(level_sequence=1), 'gentle')
+
+    def test_level_2_default_firm(self):
+        self.assertEqual(select_tone(level_sequence=2), 'firm')
+
+    def test_level_3_default_legal(self):
+        self.assertEqual(select_tone(level_sequence=3), 'legal')
+
+    def test_critical_risk_escalates_gentle_to_firm(self):
+        self.assertEqual(select_tone(level_sequence=1, risk_score=85), 'firm')
+
+    def test_extreme_risk_escalates_firm_to_legal(self):
+        self.assertEqual(select_tone(level_sequence=2, risk_score=95), 'legal')
+
+    def test_unknown_level_defaults_gentle(self):
+        self.assertEqual(select_tone(level_sequence=99), 'gentle')