67 lines
2.5 KiB
Markdown
67 lines
2.5 KiB
Markdown
# 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
|