# fusion_accounting_followup

AI-augmented customer follow-ups (dunning) for Odoo 19 Community — a
Fusion-native replacement for Enterprise's `account_followup` module.

## What it does

- Multi-level dunning sequences (gentle reminder, firm warning, legal
  notice) with delay-day cadence per level
- 6-bucket aging analysis (current, 1-30, 31-60, 61-90, 91-120, 120+)
  per customer
- Per-partner follow-up state machine (`current`, `action_due`,
  `paused`, `blocked`, `with_credit_team`)
- Daily cron that scans overdue customers and queues / sends follow-ups
- Weekly cron that refreshes the AI risk score on every overdue customer
- Mail templates per level, with per-partner context interpolation
- Batch wizard for bulk-send across all overdue customers, an
  arbitrary selection, or a level-filtered subset
- Per-partner follow-up history with state, level, and amount audit
- AI augmentation:
  - **Payment-risk scoring** — 0-100 score plus structured drivers
    (paid-late ratio, longest-overdue band, recent dispute, etc.)
  - **Tone selection** — gentle / firm / legal based on level + risk
  - **Follow-up text generation** — LLM-driven subject + body keyed
    on tone, with a templated keyword fallback so the feature still
    works offline
- Coexists with Enterprise `account_followup` (Enterprise wins by
  default; the Fusion menu only appears when Enterprise is uninstalled)
- Migration-aware: bootstrap step backfills `fusion.followup.level`
  records from existing `account_followup.followup.line` rows so the AI
  has memory from day 1

## Quick start

```bash
# Install (sub-module)
odoo --addons-path=... -i fusion_accounting_followup

# Or install the whole suite via the meta-module
odoo --addons-path=... -i fusion_accounting

# Open the dashboard (when Enterprise's account_followup is NOT installed)
# Apps -> Customer Follow-ups -> Overdue Customers

# When Enterprise IS installed: use Enterprise's UI; the engine + AI tools
# are still available via the AI chat.
```

## Configuration

- Local LLM (LM Studio, Ollama):
  - `fusion_accounting.openai_base_url` =
    `http://host.docker.internal:1234/v1`
  - `fusion_accounting.openai_model` = your local model name
  - `fusion_accounting.openai_api_key` = `lm-studio` (anything non-empty)
  - `fusion_accounting.provider.followup_text` = `openai`

## Public API (engine)

`fusion.followup.engine` is the single write surface. See `CLAUDE.md`
for the full 7-method signature list.

## See also

- `CLAUDE.md` — agent context
- `UPGRADE_NOTES.md` — Odoo version anchoring