Adds financial_reports.py tools module with 5 fusion-engine-routed
tools registered in TOOL_DISPATCH:
- fusion_run_report
- fusion_get_anomalies
- fusion_generate_commentary
- fusion_drill_down_report_line
- fusion_compare_periods
Each tool guards on 'fusion.report.engine' being in the registry and
otherwise returns a structured error so the chat agent can surface a
clear "module not installed" message.
6 new TransactionCase tests (including a TOOL_DISPATCH registration
sanity check).
Made-with: Cursor
Adds three new method families on ReportsAdapter that route through
fusion.report.engine when fusion_accounting_reports is installed:
- run_fusion_report (pnl/balance_sheet/trial_balance/general_ledger)
- get_anomalies (variance detection on engine output)
- get_commentary (LLM narrative; falls back to templated)
These coexist with the legacy ref_id-shaped run_report / export_report
API so existing reporting tools (profit_loss, balance_sheet, etc.) keep
working unchanged. FUSION_MODEL is updated to fusion.report.engine so
mode detection picks FUSION when the new engine is installed.
4 new TransactionCase tests cover the fusion + community paths.
Made-with: Cursor
When fusion_accounting_bank_rec is installed, match_bank_line_to_payments
and auto_reconcile_bank_lines now use fusion.reconcile.engine via the
BankRecAdapter, gaining precedent recording, AI suggestion superseding,
and shared validation. Legacy paths preserved for Enterprise/Community-
only installs (engine model absent -> fall back to set_line_bank_statement_line
and _try_auto_reconcile_statement_lines).
Also wraps engine.reconcile_batch's per-line loop in a savepoint so a
single bad line's DB error (e.g. check-constraint violation) no longer
poisons the whole batch transaction; the existing per-line try/except
now isolates failures as originally intended.
Made-with: Cursor
Adds fusion_suggest_matches, fusion_accept_suggestion,
fusion_reconcile_bank_line, fusion_unreconcile, and
fusion_get_pending_suggestions. All route through the BankRecAdapter
(or direct engine for ones the adapter doesn't expose), giving the AI
chat the same reconciliation surface a human operator gets in the OWL UI.
Made-with: Cursor
Enhances list_unreconciled_via_fusion to include fusion fields
(top_suggestion_id, confidence_band, attachment_count). Adds 3 new
adapter methods that proxy the engine: suggest_matches, accept_suggestion,
unreconcile. AI tools (Task 22+) and OWL controller (Task 26) will call
these adapter methods instead of touching the engine directly.
Made-with: Cursor
Provider-agnostic system + user prompt builder for the confidence
scoring pipeline's Pass 3 (AI re-rank). Output contract is JSON with
"ranked" array; works with OpenAI, Claude, and local OpenAI-compatible
servers (LM Studio, Ollama).
Made-with: Cursor
Phase 1 prerequisite for local LLM support. Adapters now declare
capability flags (supports_tool_calling, max_context_tokens, etc.) so
the engine can reason about what backend is available.
OpenAI adapter accepts fusion_accounting.openai_base_url config -- point
it at LM Studio (http://host.docker.internal:1234/v1) or Ollama
(http://host.docker.internal:11434/v1) and the existing OpenAI adapter
works unchanged.
Implementation note: existing Odoo AbstractModel adapters
(fusion.accounting.adapter.openai/claude) are preserved untouched to
avoid breaking the chat panel; the new plain-Python OpenAIAdapter and
ClaudeAdapter classes (LLMProvider subclasses) are added alongside them.
Made-with: Cursor
Drops the 73KB icon.png into each of the four sub-modules
(fusion_accounting meta, _core, _ai, _migration) so Odoo's Apps page
renders the branded icon for each. Meta-module manifest 'icon' path
now points to its own icon instead of the AI sub-module's.
Made-with: Cursor
Task 20 of Phase 0: document the sub-module split.
- fusion_accounting_core: foundation doc covering security groups, shared-field
schema preservation, and the Enterprise-detection helper.
- fusion_accounting_ai: preserves the original module's AI-specific design
decisions, Odoo 19 gotchas, deployment commands, controllers, models, theme
rules, and known issues. Adds a new Data-adapter pattern section documenting
tri-mode routing (fusion / enterprise / community).
- fusion_accounting_migration: doc for the Enterprise uninstall safety guard
and the wizard shell that future feature sub-modules will extend.
- fusion_accounting (meta): rewritten CLAUDE.md as a pure overview pointing at
sub-modules, plus a new README.md covering one-click install/uninstall.
Each sub-module now has CLAUDE.md (Cursor/Claude context), UPGRADE_NOTES.md
(version-by-version deltas / reference sources), and README.md (user-facing
install/usage docs). 11 files total.
Made-with: Cursor
Task 13 Step 10 of phase-0 plan.
- month_end.get_period_summary → ReportsAdapter.run_report(...) with
Community fallback to the trial_balance() aggregator.
- hst_management.get_tax_report → ReportsAdapter.run_report(...).
Other tools in these files (get_unreconciled_counts, find_entries_in_locked_period,
get_accrual_status, run_hash_integrity_check, calculate_hst_balance,
find_missing_tax_invoices, find_missing_itc_bills, create_expense_entry) touch
pure-Community models (account.move, account.move.line, account.account,
account.payment) directly and are tri-mode safe.
account.return tools in hst_management (get_tax_return_status, generate_tax_return,
validate_tax_return) and account.audit.account.status tools in audit.py already
handle the missing-model case gracefully. They fall outside this task's target
set of {account.report, account.followup.line, account.asset} and are left
as-is per plan.
All 12 data-adapter tests pass on westin-v19.
Made-with: Cursor
Task 13 Step 8 of phase-0 plan.
get_ap_aging → FollowupAdapter.aged_payables().
The adapter method was added alongside aged_receivables() in the previous
commit, so this is a pure tool-wrapper change. Other AP tools
(find_duplicate_bills, get_unpaid_bills, get_payment_schedule, etc.) touch
account.move / account.move.line with pure-Community filters (move_type in
(in_invoice, in_refund)) which are tri-mode safe and do not need adapter
routing.
All 9 data-adapter tests pass on westin-v19.
Made-with: Cursor
Task 13 Step 7 of phase-0 plan.
Routes the AR tools through the FollowupAdapter so they work identically on
fusion-native, Enterprise, and pure Community installs:
- get_ar_aging → FollowupAdapter.aged_receivables()
- get_overdue_invoices → FollowupAdapter.overdue_invoices()
- send_followup → FollowupAdapter.send_followup()
- get_followup_report → FollowupAdapter.followup_report_html()
FollowupAdapter extended:
- overdue_invoices() now includes partner_email, partner_phone and
amount_total so the tool wrapper can render its richer response.
- aged_receivables() and aged_payables() new shared-implementation method
_aged_buckets() produces the 5-bucket aging shape the AR/AP tools emit.
- followup_report_html() and send_followup() isolate the Enterprise
account.followup.report / partner.execute_followup calls; Community mode
returns a graceful error dict.
Pure-Community tools in accounts_receivable.py (get_partner_balance,
reconcile_payment_to_invoice, get_unmatched_payments) unchanged — they touch
account.move / account.move.line directly which is tri-mode safe.
3 new data-adapter tests added (total: 9; all passing on westin-v19).
Made-with: Cursor
Pilot refactor per Task 13 Step 2 of phase-0 plan: route the bank-rec AI tool
function through the data adapter so it works identically whether the install
profile is fusion-native, Enterprise, or pure Community.
Extends BankRecAdapter.list_unreconciled() with optional filter params
(date_from, date_to, min_amount, company_id, and optional journal_id) and adds
partner_name / journal_id / journal_name to the returned shape so the tool
wrapper can preserve its existing outward return dict.
All 6 data-adapter tests pass against westin-v19 (TestDataAdapterBase,
TestBankRecAdapter, TestReportsAdapter, TestFollowupAdapter, TestAssetsAdapter).
Made-with: Cursor
Phase 0 Task 7. Pre-Phase-0 all AI code lived in module='fusion_accounting';
the code now lives in 'fusion_accounting_ai' but existing ir_model_data
rows still record the old module name. This post-migration rewrites them.
Handles duplicate-key conflicts by deleting old orphan rows when data-load
has already created a new row under the same name in the new module.
Idempotent: second run reassigns 0 rows.
Made-with: Cursor
git mv preserves history. fusion_accounting/ retains only __manifest__.py,
__init__.py, CLAUDE.md, and docs/ — the meta-module shell. All Python,
data, views, security, services, static, tests, wizards, report move to
fusion_accounting_ai/. Manifest data list updated; security.xml move to
_core deferred to Task 12.
Made-with: Cursor
