Odoo-Modules/fusion_accounting_followup/README.md

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

# 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