feat(portal): account_summary controller + 3 unit tests

New /my/account_summary route. Splits posted account.move into
Invoices (out_invoice) / Credit Memos (out_refund) / Statements
(V1 placeholder). Open Balance helper sums amount_residual across
open invoices for the partner's commercial tree.

Search filters name OR ref (customer PO). Sort options: date desc/asc,
amount desc/asc. Filter pills: open / closed / all.

Tests cover the tab partitioning, the open-balance sum, and the
search behaviour. Helpers use commercial_partner.env so they work
in both HTTP context and unit tests without requiring request.env.
Test scaffolding uses fp_from_so_invoice=True context flag and
invoice_payment_term_id to satisfy the fusion_plating_jobs and
fusion_plating_invoicing create/post gates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

fusion_plating/fusion_plating_portal/controllers/portal.py

@@ -442,6 +442,131 @@ class FpCustomerPortal(CustomerPortal):
             return '%.0f KB' % (size / 1024)
         return '%.1f MB' % (size / (1024 * 1024))
 
+    # ==========================================================================
+    # Account Summary (Sub-A IA) — invoices + credits + statements
+    # ==========================================================================
+    _FP_ACCOUNT_SUMMARY_TABS = [
+        ('invoices',     'Invoices',     'out_invoice'),
+        ('credit_memos', 'Credit Memos', 'out_refund'),
+        ('statements',   'Statements',   None),  # placeholder in V1
+    ]
+    _FP_ACCOUNT_SUMMARY_FILTERS = ['open', 'closed', 'all']
+    _FP_ACCOUNT_SUMMARY_SORTS = {
+        'date_desc':    'invoice_date desc, id desc',
+        'date_asc':     'invoice_date asc, id asc',
+        'amount_desc':  'amount_total desc, id desc',
+        'amount_asc':   'amount_total asc, id asc',
+    }
+    _FP_ACCOUNT_SUMMARY_PER_PAGE = 10
+
+    def _fp_account_summary_open_balance(self, commercial_partner):
+        """Sum of amount_residual across this partner's open invoices.
+
+        Uses commercial_partner.env so this helper works both in HTTP
+        context (where request.env is active) and in unit tests (where
+        the partner record already carries the test env).
+        """
+        env = commercial_partner.env
+        moves = env['account.move'].sudo().search([
+            ('partner_id', 'child_of', commercial_partner.id),
+            ('move_type', '=', 'out_invoice'),
+            ('state', '=', 'posted'),
+            ('amount_residual', '>', 0),
+        ])
+        return sum(moves.mapped('amount_residual'))
+
+    def _fp_account_summary_data(self, commercial_partner, tab, filter_state,
+                                  search, sort, page):
+        """Return {records, total, pager_offset} for one tab+filter combination.
+
+        tab          — 'invoices' | 'credit_memos' | 'statements'
+        filter_state — 'open' | 'closed' | 'all'
+        search       — substring matched against name OR ref (case-insensitive)
+        sort         — key from _FP_ACCOUNT_SUMMARY_SORTS
+        page         — 1-indexed
+
+        Uses commercial_partner.env so this helper works both in HTTP
+        context and in unit tests without requiring request to be active.
+        """
+        env = commercial_partner.env
+        if tab == 'statements':
+            # V1 placeholder — Statements is a 'coming soon' tab.
+            return {'records': env['account.move'].browse(), 'total': 0,
+                    'offset': 0}
+
+        # Resolve move_type from tab key
+        move_type = next(
+            (mt for k, _l, mt in self._FP_ACCOUNT_SUMMARY_TABS if k == tab),
+            'out_invoice',
+        )
+        domain = [
+            ('partner_id', 'child_of', commercial_partner.id),
+            ('move_type', '=', move_type),
+            ('state', '=', 'posted'),
+        ]
+        if filter_state == 'open':
+            domain.append(('amount_residual', '>', 0))
+        elif filter_state == 'closed':
+            domain.append(('amount_residual', '=', 0))
+        if search:
+            domain.append('|')
+            domain.append(('name', 'ilike', search))
+            domain.append(('ref', 'ilike', search))
+
+        Move = env['account.move'].sudo()
+        order = self._FP_ACCOUNT_SUMMARY_SORTS.get(sort, 'invoice_date desc')
+        total = Move.search_count(domain)
+        offset = max(0, (page - 1) * self._FP_ACCOUNT_SUMMARY_PER_PAGE)
+        records = Move.search(domain, order=order, limit=self._FP_ACCOUNT_SUMMARY_PER_PAGE, offset=offset)
+        return {'records': records, 'total': total, 'offset': offset}
+
+    @http.route(
+        ['/my/account_summary', '/my/account_summary/page/<int:page>'],
+        type='http', auth='user', website=True,
+    )
+    def portal_account_summary(self, page=1, tab='invoices',
+                                filter_state='open', search='', sort='date_desc',
+                                **kw):
+        partner = request.env.user.partner_id
+        commercial = partner.commercial_partner_id
+        # Sanitize inputs
+        if tab not in [k for k, _l, _t in self._FP_ACCOUNT_SUMMARY_TABS]:
+            tab = 'invoices'
+        if filter_state not in self._FP_ACCOUNT_SUMMARY_FILTERS:
+            filter_state = 'open'
+        if sort not in self._FP_ACCOUNT_SUMMARY_SORTS:
+            sort = 'date_desc'
+
+        data = self._fp_account_summary_data(
+            commercial, tab, filter_state, search, sort, page,
+        )
+        open_balance = self._fp_account_summary_open_balance(commercial)
+
+        pager = portal_pager(
+            url='/my/account_summary',
+            url_args={'tab': tab, 'filter_state': filter_state,
+                      'search': search, 'sort': sort},
+            total=data['total'],
+            page=page,
+            step=self._FP_ACCOUNT_SUMMARY_PER_PAGE,
+        )
+
+        values = {
+            'page_name': 'fp_account_summary',
+            'records': data['records'],
+            'tabs': self._FP_ACCOUNT_SUMMARY_TABS,
+            'active_tab': tab,
+            'filter_state': filter_state,
+            'search': search,
+            'sort': sort,
+            'open_balance': open_balance,
+            'currency': commercial.property_account_receivable_id.currency_id
+                if commercial.property_account_receivable_id else request.env.company.currency_id,
+            'pager': pager,
+            'total': data['total'],
+        }
+        return request.render('fusion_plating_portal.portal_my_account_summary', values)
+
     # ==========================================================================
     # DASHBOARD
     # ==========================================================================

fusion_plating/fusion_plating_portal/tests/test_portal_dashboard.py

@@ -147,3 +147,124 @@ class TestPortalDashboard(TransactionCase):
         # Work Order is placeholder without a backend fp.job link
         wo = next(g for g in groups if g['key'] == 'work_order')
         self.assertTrue(all(d.get('pending') for d in wo['docs']))
+
+    def test_account_summary_partitions_invoices_and_credits(self):
+        """Account Summary helper splits posted moves by move_type."""
+        from odoo.addons.fusion_plating_portal.controllers.portal import FpCustomerPortal
+        # fp_from_so_invoice=True bypasses the fusion_plating_jobs enforcement
+        # that normally requires invoices to originate from a Sale Order.
+        # payment_term is required by fusion_plating_invoicing's action_post gate.
+        # Both are test-data scaffolding only; they do not affect what is tested.
+        pt = self.env.ref('account.account_payment_term_immediate')
+        Move = self.env['account.move'].with_context(fp_from_so_invoice=True)
+        inv = Move.create({
+            'partner_id': self.partner.id,
+            'move_type': 'out_invoice',
+            'invoice_date': '2026-05-01',
+            'invoice_payment_term_id': pt.id,
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Test plating',
+                'quantity': 1,
+                'price_unit': 250.00,
+            })],
+        })
+        inv.action_post()
+        cm = Move.create({
+            'partner_id': self.partner.id,
+            'move_type': 'out_refund',
+            'invoice_date': '2026-05-02',
+            'invoice_payment_term_id': pt.id,
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Test credit',
+                'quantity': 1,
+                'price_unit': 50.00,
+            })],
+        })
+        cm.action_post()
+
+        controller = FpCustomerPortal()
+        data = controller._fp_account_summary_data(
+            self.partner.commercial_partner_id,
+            tab='invoices',
+            filter_state='all',
+            search='',
+            sort='date_desc',
+            page=1,
+        )
+        # Tab=invoices -> only out_invoice
+        names = data['records'].mapped('name')
+        self.assertIn(inv.name, names)
+        self.assertNotIn(cm.name, names)
+
+        data = controller._fp_account_summary_data(
+            self.partner.commercial_partner_id,
+            tab='credit_memos',
+            filter_state='all',
+            search='',
+            sort='date_desc',
+            page=1,
+        )
+        names = data['records'].mapped('name')
+        self.assertIn(cm.name, names)
+        self.assertNotIn(inv.name, names)
+
+    def test_account_summary_open_balance_sums_residuals(self):
+        """Open Balance pill = sum of amount_residual across open invoices."""
+        from odoo.addons.fusion_plating_portal.controllers.portal import FpCustomerPortal
+        pt = self.env.ref('account.account_payment_term_immediate')
+        Move = self.env['account.move'].with_context(fp_from_so_invoice=True)
+        inv = Move.create({
+            'partner_id': self.partner.id,
+            'move_type': 'out_invoice',
+            'invoice_date': '2026-05-01',
+            'invoice_payment_term_id': pt.id,
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Open inv',
+                'quantity': 1,
+                'price_unit': 750.00,
+            })],
+        })
+        inv.action_post()
+
+        controller = FpCustomerPortal()
+        open_balance = controller._fp_account_summary_open_balance(
+            self.partner.commercial_partner_id,
+        )
+        # The 750 invoice has amount_residual = 750 until paid
+        self.assertEqual(open_balance, 750.00)
+
+    def test_account_summary_search_matches_name_and_ref(self):
+        """Search box filters by invoice number OR customer PO (ref)."""
+        from odoo.addons.fusion_plating_portal.controllers.portal import FpCustomerPortal
+        pt = self.env.ref('account.account_payment_term_immediate')
+        Move = self.env['account.move'].with_context(fp_from_so_invoice=True)
+        inv = Move.create({
+            'partner_id': self.partner.id,
+            'move_type': 'out_invoice',
+            'invoice_date': '2026-05-01',
+            'invoice_payment_term_id': pt.id,
+            'ref': 'PO-CUSTOMER-99999',
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Sale',
+                'quantity': 1,
+                'price_unit': 100.0,
+            })],
+        })
+        inv.action_post()
+        controller = FpCustomerPortal()
+
+        # Search by ref (customer PO)
+        data = controller._fp_account_summary_data(
+            self.partner.commercial_partner_id,
+            tab='invoices', filter_state='all',
+            search='99999', sort='date_desc', page=1,
+        )
+        self.assertIn(inv, data['records'])
+
+        # Search that matches nothing
+        data = controller._fp_account_summary_data(
+            self.partner.commercial_partner_id,
+            tab='invoices', filter_state='all',
+            search='zzznotfoundzzz', sort='date_desc', page=1,
+        )
+        self.assertNotIn(inv, data['records'])