feat(fusion_accounting_followup): inherit account.move.line for level tracking

Made-with: Cursor

fusion_accounting/PHASE_4_PLAN.md

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+# Phase 4 — Fusion Accounting Follow-up Implementation Plan
+
+**Module:** `fusion_accounting_followup`
+**Branch:** `fusion_accounting/phase-4-followup`
+**Pre-phase tag:** `fusion_accounting/pre-phase-4`
+**Estimated tasks:** ~35
+**Reference:** `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_followup/` (~1318 LOC Python)
+
+## Goal
+
+Replace Enterprise's `account_followup` module — multi-level dunning sequences for unpaid invoices, with AI augmentation: contextually-appropriate follow-up text generation + payment-risk scoring + tone adjustment based on customer history. Coexists with Enterprise.
+
+## Architecture (HYBRID engine, Phases 1-3 pattern)
+
+```
+fusion.followup.engine (AbstractModel)              ← shared primitives
+├── compute_followup_level(partner)
+├── get_overdue_for_partner(partner)
+├── send_followup_email(partner, level=None)
+├── escalate_to_next_level(partner)
+├── pause_followup(partner, until_date)
+├── reset_followup(partner)
+└── snapshot_followup_history(partner)               ← audit/history
+
+services/                                            ← pure-Python
+├── overdue_aging.py        → bucket overdue lines (current/30/60/90/120+)
+├── level_resolver.py       → match aging buckets to follow-up levels
+├── risk_scorer.py          → payment-history risk score (0-100)
+├── tone_selector.py        → gentle/firm/legal based on level + risk
+├── followup_text_generator.py → LLM-generated follow-up text
+└── followup_text_prompt.py → provider-agnostic LLM prompt
+
+models/
+├── fusion_followup_level.py        → level definition (delay days, template, action)
+├── fusion_followup_run.py          → execution record (per-partner per-level)
+├── fusion_followup_text_cache.py   → LLM-generated text cache (cost-saving)
+├── fusion_followup_engine.py       → AbstractModel orchestrator
+├── res_partner.py (inherit)        → fusion_followup_status, fusion_followup_paused_until
+└── account_move_line.py (inherit)  → followup_level_id (which level last contacted at)
+
+controllers/followup_controller.py                  ← 6 JSON-RPC endpoints
+├── /fusion/followup/list_overdue                    → list partners with overdue
+├── /fusion/followup/get_partner_detail              → single partner with aging + history
+├── /fusion/followup/generate_text                   → AI-generate follow-up text
+├── /fusion/followup/send                            → send a follow-up email
+├── /fusion/followup/pause                           → pause follow-ups for a partner
+└── /fusion/followup/reset                           → reset follow-up state
+
+static/src/
+├── scss/                          ← follow-up design tokens
+├── services/followup_service.js   ← reactive state + RPC wrappers
+├── views/followup_dashboard/      ← top-level OWL controller
+└── components/                    ← partner_card, aging_bucket_strip, ai_text_panel,
+                                     followup_history_table, risk_badge
+```
+
+## Coexistence
+
+`group_fusion_show_when_enterprise_absent`. Follow-up menu visible only when `account_followup` NOT installed.
+
+## Tasks (~35 total)
+
+### Group 1: Foundation (1-2)
+1. Safety net (DONE)
+2. Plan doc + module skeleton
+
+### Group 2: Pure-Python services TDD (3-7)
+3. `services/overdue_aging.py` (TDD: bucket lines into 0/30/60/90/120+)
+4. `services/level_resolver.py` (TDD: match aging to level)
+5. `services/risk_scorer.py` (TDD: payment-history risk 0-100)
+6. `services/tone_selector.py` (TDD: gentle/firm/legal)
+7. `services/followup_text_generator.py` + `followup_text_prompt.py` (LLM)
+
+### Group 3: Persisted models (8-12)
+8. `models/fusion_followup_level.py` (level definition)
+9. `models/fusion_followup_run.py` (execution record)
+10. `models/fusion_followup_text_cache.py` (LLM cache)
+11. `models/res_partner.py` (inherit: fusion_followup_status, paused_until)
+12. `models/account_move_line.py` (inherit: followup_level_id)
+
+### Group 4: Engine + integration tests (13-14)
+13. `models/fusion_followup_engine.py` (7-method API)
+14. Engine integration tests
+
+### Group 5: Backend wiring (15-18)
+15. JSON-RPC controller (6 endpoints)
+16. FollowupAdapter wiring `_via_fusion` paths
+17. 4 new AI tools (list_overdue, generate_text, send_followup, get_risk_score)
+18. Cron — daily scan + escalate
+
+### Group 6: Tests + perf (19-21)
+19. Property-based tests (Hypothesis: aging buckets sum to total)
+20. Integration tests (full follow-up flow: scan → escalate → send → reset)
+21. Performance benchmarks (P95: scan < 500ms, generate_text < 5s incl. LLM)
+
+### Group 7: Frontend (22-26)
+22. SCSS tokens + main stylesheet
+23. `followup_service.js`
+24. `followup_dashboard` (top-level)
+25. `partner_card` + `aging_bucket_strip` + `risk_badge`
+26. `ai_text_panel` (Fusion-only) + `followup_history_table`
+
+### Group 8: Wizards + data (27-29)
+27. Default follow-up levels XML data (7-day reminder, 30-day, 60-day, legal)
+28. Default mail templates XML data (3 escalation levels)
+29. "Send batch follow-ups" wizard
+
+### Group 9: Migration + coexistence (30-32)
+30. Migration wizard inheritance — backfill from account_followup tables
+31. Menu + window action with coexistence group filter
+32. Coexistence test
+
+### Group 10: Final tests + polish (33-37)
+33. 5 OWL tour tests
+34. Local LLM compat test for text_generator
+35. Update meta-module manifest
+36. CLAUDE.md, UPGRADE_NOTES.md, README.md
+37. End-to-end smoke + tag phase-4-complete + push
+
+## Performance Targets (P95)
+
+- `compute_followup_level`: <50ms
+- `get_overdue_for_partner`: <100ms
+- `send_followup_email` (no LLM): <200ms
+- `generate_text` (with LLM): <5s
+- Controller `list_overdue` (50 partners): <500ms
+
+## V19 Conventions (Phases 1-3 lessons)
+
+- `models.Constraint` not `_sql_constraints`
+- No `@api.depends('id')` on stored compute fields
+- `@route(type='jsonrpc')` not `type='json'`
+- `ir.cron` no `numbercall` field
+- `res.groups.user_ids` not `users`
+- `ir.ui.menu.group_ids` not `groups_id`
+- `from odoo.exceptions import UserError, ValidationError` (NOT `self.env['ir.exceptions'].UserError`)
+
+## Test Targets
+
+Match Phases 1-3 test pyramid. Phase 4 target: ~80-100 additional tests → ~510-530 total project tests.

fusion_accounting_followup/__init__.py

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

fusion_accounting_followup/__manifest__.py

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+{
+    'name': 'Fusion Accounting Follow-up',
+    'version': '19.0.1.0.10',
+    'category': 'Accounting/Accounting',
+    'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
+    'description': """
+Fusion Accounting Follow-up
+===========================
+
+A Fusion-native replacement for Odoo Enterprise's account_followup module.
+
+CORE scope (Phase 4):
+- Multi-level dunning sequences (gentle reminder, firm warning, legal)
+- Per-partner follow-up state (current level, paused-until, history)
+- Automated daily scan + escalation cron
+- Mail templates per level
+
+AI augmentation:
+- Contextually-appropriate follow-up text generation (LLM)
+- Payment-risk scoring from invoice/payment history
+- Tone selection (gentle/firm/legal) based on level + risk
+
+Coexists with Enterprise: when account_followup is installed, the Fusion
+menu hides; the engine + AI tools remain available for the chat.
+""",
+    'author': 'Fusion Accounting',
+    'license': 'LGPL-3',
+    'depends': [
+        'fusion_accounting_core',
+        'fusion_accounting_ai',
+        'account',
+        'mail',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+    ],
+    'assets': {
+        'web.assets_backend': [
+        ],
+    },
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+    'icon': '/fusion_accounting_followup/static/description/icon.png',
+}

fusion_accounting_followup/models/__init__.py

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+from . import fusion_followup_level
+from . import fusion_followup_run
+from . import fusion_followup_text_cache
+from . import res_partner
+from . import account_move_line

fusion_accounting_followup/models/account_move_line.py

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

fusion_accounting_followup/models/fusion_followup_level.py

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

fusion_accounting_followup/models/fusion_followup_run.py

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

fusion_accounting_followup/models/fusion_followup_text_cache.py

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

fusion_accounting_followup/models/res_partner.py

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

fusion_accounting_followup/security/ir.model.access.csv

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

fusion_accounting_followup/services/__init__.py

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+from . import overdue_aging
+from . import level_resolver
+from . import risk_scorer
+from . import tone_selector
+from . import followup_text_prompt
+from . import followup_text_generator

fusion_accounting_followup/services/followup_text_generator.py

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

fusion_accounting_followup/services/followup_text_prompt.py

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

fusion_accounting_followup/services/level_resolver.py

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

fusion_accounting_followup/services/overdue_aging.py

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

fusion_accounting_followup/services/risk_scorer.py

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

fusion_accounting_followup/services/tone_selector.py

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

fusion_accounting_followup/tests/__init__.py

@@ -0,0 +1,10 @@
+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

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_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_followup/tests/test_fusion_followup_level.py

@@ -0,0 +1,42 @@
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionFollowupLevel(TransactionCase):
+
+    def test_create_minimal(self):
+        level = self.env['fusion.followup.level'].create({
+            'name': 'Reminder', 'sequence': 1, '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': 1, '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_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_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_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_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_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_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_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')

fusion_plating/fusion_plating_configurator/security/ir.model.access.csv

@@ -19,6 +19,8 @@ access_fp_quote_configurator_estimator,fp.quote.configurator.estimator,model_fp_
 access_fp_quote_configurator_manager,fp.quote.configurator.manager,model_fp_quote_configurator,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_direct_order_wizard_estimator,fp.direct.order.wizard.estimator,model_fp_direct_order_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
 access_fp_direct_order_wizard_manager,fp.direct.order.wizard.manager,model_fp_direct_order_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
+access_fp_direct_order_line_estimator,fp.direct.order.line.estimator,model_fp_direct_order_line,fusion_plating_configurator.group_fp_estimator,1,1,1,1
+access_fp_direct_order_line_manager,fp.direct.order.line.manager,model_fp_direct_order_line,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_part_import_wizard_estimator,fp.part.catalog.import.wizard.estimator,model_fp_part_catalog_import_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
 access_fp_part_import_wizard_manager,fp.part.catalog.import.wizard.manager,model_fp_part_catalog_import_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_customer_price_list_operator,fp.customer.price.list.operator,model_fp_customer_price_list,fusion_plating.group_fusion_plating_operator,1,0,0,0

fusion_plating/fusion_plating_configurator/wizard/__init__.py

@@ -3,4 +3,5 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 
 from . import fp_direct_order_wizard
+from . import fp_direct_order_line
 from . import fp_part_catalog_import_wizard

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_line.py

@@ -0,0 +1,46 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models
+
+
+class FpDirectOrderLine(models.TransientModel):
+    _name = 'fp.direct.order.line'
+    _description = 'Fusion Plating - Direct Order Line'
+    _order = 'sequence, id'
+
+    wizard_id = fields.Many2one(
+        'fp.direct.order.wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    sequence = fields.Integer(default=10)
+
+    part_catalog_id = fields.Many2one(
+        'fp.part.catalog',
+        string='Part',
+        required=True,
+    )
+    coating_config_id = fields.Many2one(
+        'fp.coating.config',
+        string='Primary Treatment',
+        required=True,
+    )
+    quantity = fields.Integer(string='Qty', default=1, required=True)
+    currency_id = fields.Many2one(related='wizard_id.currency_id')
+    unit_price = fields.Monetary(
+        string='Unit Price',
+        currency_field='currency_id',
+    )
+    line_subtotal = fields.Monetary(
+        string='Subtotal',
+        currency_field='currency_id',
+        compute='_compute_line_subtotal',
+    )
+
+    @api.depends('quantity', 'unit_price')
+    def _compute_line_subtotal(self):
+        for rec in self:
+            rec.line_subtotal = (rec.quantity or 0) * (rec.unit_price or 0.0)