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/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'])