docs(fusion_accounting_followup): CLAUDE.md, UPGRADE_NOTES.md, README.md
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fusion_accounting_followup/UPGRADE_NOTES.md
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fusion_accounting_followup/UPGRADE_NOTES.md
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# fusion_accounting_followup — Upgrade Notes
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## Odoo Version Anchor
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This module targets **Odoo 19.0** (community-base).
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Reference snapshot of Enterprise code mirrored from:
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- `account_followup` (Odoo 19.0.x)
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- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_followup/`
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## Cross-Version Diff Strategy
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When a new Odoo version ships:
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1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise
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version
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2. Note any breaking changes in `account_followup.followup.line`,
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`res.partner` follow-up fields, or mail-template invocation API
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3. For mirrored OWL components, diff Enterprise's new versions against
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ours and port material changes (signature renames, new behaviour we
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want to inherit)
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4. Re-run the full test suite + tour tests against the new Odoo version
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5. Update this file with the new version anchor and any deviations
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## V19 Migration Notes (already applied)
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- `_sql_constraints` → `models.Constraint` (every persisted model)
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- `@api.depends('id')` → not used (would raise `NotImplementedError`)
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- `@route(type='json')` → `type='jsonrpc'` (all 6 endpoints in
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`controllers/followup_controller.py`)
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- `numbercall` removed from `ir.cron` (data/cron.xml)
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- `res.groups.users` → `user_ids` and `ir.ui.menu.groups_id` →
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`group_ids` (security + menu_views.xml)
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- SCSS: `@import "variables"` removed; manifest concatenation order
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(`_variables.scss` first) provides the variables to the rest of the
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asset bundle
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- OWL `t-on-click` arrow handlers always close over an explicit `this.`
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## Phase 4 → Phase 4.5 Migration
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If we ship Phase 4.5 (full `paid_late_count` traversal, sub-annual
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follow-up cadences, multi-currency aggregation in `risk_scorer`,
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admin-only pause sudo wrapper), changes will go in incremental commits.
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No DB migration needed (Phase 4 schema is forward-compatible — new
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columns will be nullable / default-valued).
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## Coexistence with Enterprise `account_followup`
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The migration step in `fusion.migration.wizard` backfills
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`fusion.followup.level` records from existing
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`account_followup.followup.line` rows. It is idempotent (skips rows
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already linked via the `legacy_followup_line_id` column).
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When `account_followup` is installed the Customer Follow-ups menu hides
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via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`.
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The engine and AI tools remain available for chat-driven workflows.
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