feat(fusion_accounting_followup): 2 cron jobs (daily scan + weekly risk refresh)

- fusion.followup.cron AbstractModel with two handlers
- cron_fusion_followup_daily_scan: walks every overdue partner and
  delegates to engine.send_followup_email
- cron_fusion_followup_risk_refresh: weekly refresh of
  fusion_followup_risk_score / risk_band on res.partner
- V19 ir.cron records (no numbercall field)
- 2 smoke tests added (80 total)

Made-with: Cursor

fusion_accounting_ai/services/data_adapters/followup.py

@@ -28,7 +28,7 @@ def _bucket_for_days(days):
 
 
 class FollowupAdapter(DataAdapter):
-    FUSION_MODEL = 'fusion.followup.line'
+    FUSION_MODEL = 'fusion.followup.engine'
     ENTERPRISE_MODULE = 'account_followup'
 
     # ------------------------------------------------------------------
@@ -179,15 +179,29 @@ class FollowupAdapter(DataAdapter):
         }
 
     # ------------------------------------------------------------------
-    # send_followup — Enterprise-only action
+    # send_followup — routes to fusion engine when available
     # ------------------------------------------------------------------
-    def send_followup(self, partner_id, options=None):
+    def send_followup(self, partner_id, level_id=None, force=False, options=None):
-        return self._dispatch('send_followup', partner_id=partner_id, options=options)
+        return self._dispatch(
+            'send_followup',
+            partner_id=partner_id, level_id=level_id,
+            force=force, options=options,
+        )
 
-    def send_followup_via_fusion(self, partner_id, options=None):
+    def send_followup_via_fusion(self, partner_id, level_id=None,
-        return self.send_followup_via_community(partner_id=partner_id, options=options)
+                                 force=False, options=None):
+        if 'fusion.followup.engine' not in self.env.registry:
+            return {'error': 'fusion_accounting_followup not installed'}
+        partner = self.env['res.partner'].browse(int(partner_id))
+        level = None
+        if level_id:
+            level = self.env['fusion.followup.level'].browse(int(level_id))
+        return self.env['fusion.followup.engine'].send_followup_email(
+            partner, level=level, force=bool(force),
+        )
 
-    def send_followup_via_enterprise(self, partner_id, options=None):
+    def send_followup_via_enterprise(self, partner_id, level_id=None,
+                                     force=False, options=None):
         partner = self.env['res.partner'].browse(partner_id)
         if not partner.exists():
             return {'error': 'Partner not found'}
@@ -198,7 +212,8 @@ class FollowupAdapter(DataAdapter):
             'result': str(result) if result else 'done',
         }
 
-    def send_followup_via_community(self, partner_id, options=None):
+    def send_followup_via_community(self, partner_id, level_id=None,
+                                    force=False, options=None):
         return {
             'error': (
                 'Sending follow-ups is only available when account_followup '
@@ -206,5 +221,61 @@ class FollowupAdapter(DataAdapter):
             ),
         }
 
+    # ------------------------------------------------------------------
+    # list_overdue — partner-centric overdue rollup (fusion engine)
+    # ------------------------------------------------------------------
+    def list_overdue(self, status=None, limit=50, company_id=None):
+        return self._dispatch(
+            'list_overdue',
+            status=status, limit=limit, company_id=company_id,
+        )
+
+    def list_overdue_via_fusion(self, status=None, limit=50, company_id=None):
+        if 'fusion.followup.engine' not in self.env.registry:
+            return {'partners': [], 'count': 0, 'total': 0}
+        company_id = company_id or self.env.company.id
+        Line = self.env['account.move.line'].sudo()
+        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
+        Partner = self.env['res.partner'].sudo()
+        domain = [('id', 'in', partner_ids)]
+        if status:
+            domain.append(('fusion_followup_status', '=', status))
+        partners = Partner.search(domain, limit=int(limit))
+        engine = self.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,
+                    'overdue_amount': overdue['aging']['total_overdue_amount'],
+                    'risk_score': overdue['risk']['score'],
+                    'risk_band': overdue['risk']['band'],
+                    'status': p.fusion_followup_status,
+                })
+            except Exception:
+                pass
+        return {'count': len(rows), 'total': len(partner_ids), 'partners': rows}
+
+    def list_overdue_via_enterprise(self, status=None, limit=50, company_id=None):
+        return {
+            'partners': [], 'count': 0, 'total': 0,
+            'error': 'Enterprise account_followup must be used from its UI',
+        }
+
+    def list_overdue_via_community(self, status=None, limit=50, company_id=None):
+        return {
+            'partners': [], 'count': 0, 'total': 0,
+            'error': 'No follow-up engine in pure Community',
+        }
+
 
 register_adapter('followup', FollowupAdapter)

fusion_accounting_ai/services/tools/__init__.py

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

fusion_accounting_ai/services/tools/customer_followup.py

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

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.14',
+    'version': '19.0.1.0.18',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """
@@ -33,6 +33,7 @@ menu hides; the engine + AI tools remain available for the chat.
     ],
     'data': [
         'security/ir.model.access.csv',
+        'data/cron.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_accounting_followup/controllers/__init__.py

@@ -0,0 +1 @@
+from . import followup_controller

fusion_accounting_followup/controllers/followup_controller.py

@@ -0,0 +1,173 @@
+"""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_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_followup/models/__init__.py

@@ -4,3 +4,4 @@ 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

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_followup/tests/__init__.py

@@ -10,3 +10,7 @@ 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

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_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_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_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",
+            )