User reported two UX problems after the Enterprise uninstall:
1. Each Fusion sub-module showed up as its own standalone app in the
launcher (Bank Reconciliation, Financial Reports, Asset Management,
Customer Follow-ups, Fusion AI). Should look like ONE Accounting app.
2. Clicking the 'Fusion Accounting' app still opened the migration
wizard even though Enterprise had been uninstalled and there was
nothing to migrate.
Fix:
- Move all Fusion sub-module roots under the Community account.menu_finance
hierarchy:
* Bank Reconciliation \u2192 Accounting > Bank Reconciliation
* Asset Management \u2192 Accounting > Asset Management
* Financial Reports \u2192 Reporting > Financial Reports
* Follow-ups \u2192 Customers > Follow-ups
* Fusion AI \u2192 Configuration > Fusion AI
* Migrate from Ent. \u2192 Configuration > Migrate from Enterprise
- Rename Community's 'Invoicing' top-level menu to 'Accounting' (what
Enterprise's accountant module did). Set the Fusion icon on it. This
rename lives in the meta-module so it only fires when the full suite
is installed.
- Add second computed group 'group_fusion_show_when_enterprise_present'
(inverse of the existing 'absent' group). Migration menus are gated
by this group, so they auto-hide once Enterprise is uninstalled.
- _fusion_recompute_coexistence_group now maintains both groups in lockstep.
- Meta-module now also depends on l10n_ca, hr_payroll, ocr, documents
(the Phase 6/7 sub-modules) for one-click full-suite install.
- Fusion AI menu's old parent ('accountant.menu_accounting') was deleted
with the Enterprise uninstall \u2014 reparented under Configuration.
Result: single 'Accounting' top-level menu containing the standard
V19 Community structure (Dashboard / Customers / Vendors / Accounting /
Reporting / Configuration), with all Fusion features slotted into the
appropriate sub-section. Verified live on westin-v19: 6 separate
Fusion top-level menus collapsed to 1; coexistence groups recomputed
(absent=10 users, present=0 users); 604/604 tests pass.
Version bump: all touched modules \u2192 19.0.1.1.0.
Made-with: Cursor
Adds fusion_accounting_assets to the meta-module 'depends' so a single
install of fusion_accounting brings up the full Phase 1 + 2 + 3 stack.
Bumps version 19.0.1.0.2 -> 19.0.1.0.3.
Made-with: Cursor
51 tasks across 17 groups covering the full Phase 1 build:
Group 1 (5 tasks): Foundation — branch, sub-module skeleton, shared
fields on _core, LLMProvider contract for local LLM readiness
Group 2 (8 tasks): Reconcile engine — TDD-layered build of
matching_strategies, exchange_diff, memo_tokenizer, precedent_lookup,
pattern_extractor, confidence_scoring 4-pass pipeline, the AbstractModel
engine with 6-method API, and Hypothesis property-based tests
Group 3 (4 tasks): Models — fusion.reconcile.pattern,
fusion.reconcile.precedent, fusion.reconcile.suggestion, widget transient,
and inherits on Community account.bank.statement.line + account.reconcile.model
Group 4-5 (6 tasks): Integration tests with SQL fixtures from real Westin
reconciles + AI prompts + adapter fill-ins + AI tools refactor
Group 6-7 (3 tasks): Materialized view, cron schedules, and 10-endpoint
JSON-RPC controller with auth guards
Group 8-10 (10 tasks): Frontend — SCSS tokens, service, kanban controllers,
all 18 Enterprise-mirror OWL components, and 5 fusion-only components
(ai_suggestion folder, batch_action_bar, attachment_strip,
partner_history_panel, reconcile_model_picker)
Group 11-13 (5 tasks): Wizards (auto-reconcile + bulk), migration wizard
inheritance with bootstrap of 16,500 historical reconciliations + audit
report PDF + round-trip test, coexistence menu/group + tests
Group 14-16 (3 tasks): 5 OWL tour tests, performance benchmarks against
P95 targets, local LLM compatibility test against LM Studio
Group 17 (4 tasks): Closeout — meta-module manifest update, sub-module
docs, end-to-end smoke test, completion tag
TDD discipline throughout: every code task is red test → impl → green
→ commit. Property-based tests for amount invariants. Migration round-
trip test asserts byte-identical reconciliation state pre/post Enterprise
uninstall. All testing on local OrbStack VM only (environment-safety
rule applies).
Made-with: Cursor
Drafts the design for fusion_accounting_bank_rec — a native bank
reconciliation widget that replaces Odoo Enterprise account_accountant
in V19 OWL architecture, with a clean-room reconcile engine reading and
writing Community account.partial.reconcile rows.
Key design decisions captured:
- CORE scope (~5.5-6 weeks): manual + auto reconcile, write-offs,
partial, multi-currency, chatter, model picker
- Strict mirror of all 18 Enterprise OWL units (zero functional loss)
plus 5 fusion-only additions for AI/history visibility
- Hybrid AI badge layout: inline strip with one-click Accept plus
expandable ranked-alternatives panel
- Behavioural learning via fusion.reconcile.pattern (per-partner) and
fusion.reconcile.precedent (per-decision memory) with bootstrap from
the 16,500 historical reconciliations
- Local LLM ready via OpenAI-compatible adapter base_url config and
per-feature provider routing — works against LM Studio, Ollama, vLLM
- Statistical-mode-without-API-key as a first-class path
- Coexistence with Enterprise: Enterprise wins by default, fusion
menu hides until uninstall, then auto-appears
- Migration wizard step bootstraps pattern memory and produces an
audit report PDF proving every reconciliation preserved
- TDD on engine algorithms with Hypothesis property-based tests for
amount invariants; migration round-trip integration test
Builds on Phase 0 (commit c450bb2, range pre-phase-0..phase-0-complete).
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 18 — empirical verification of the data-preservation claims in
Section 3 of the Enterprise Takeover Roadmap.
Key empirical findings (verified on westin-v19 live DB + clone):
1. Safety guard blocks Enterprise uninstall (Scenario A, verified on
throwaway clone) — UserError fires with the correct migration-wizard
guidance message.
2. Bank reconciliation tables (account.partial.reconcile,
account.full.reconcile) are owned exclusively by Community account
module. 30,874 reconciliation rows (16,500 partial + 14,374 full)
confirmed immune to any Enterprise uninstall.
3. All 5 Enterprise extension fields on account.move (deferred_move_ids,
deferred_original_move_ids, deferred_entry_type, signing_user,
payment_state_before_switch) are dual-owned by account_accountant
AND fusion_accounting_core. Odoo's module-ownership ledger will
preserve columns/relations when Enterprise uninstalls.
4. account.reconcile.model is triple-owned (account + account_accountant
+ fusion_accounting_core). Reconciliation rules survive.
5. account.move has 36 module owners; table cannot be dropped by any
realistic uninstall scenario.
A full destructive uninstall cycle on a clone was attempted but blocked
by pre-existing data-integrity issues in westin-v19 (orphan FK references
in payslip_tags_table + account_account_res_company_rel — outside fusion
scope). The schema-ownership verification approach provides stronger
evidence than a point-in-time count comparison — it proves the invariants
hold for any real-world data shape, not just a single fixture.
Test clone westin-v19-phase0-empirical dropped after testing. No live
data was modified.
Phase 0 data-preservation design is empirically validated. Phase 1 can
proceed.
Made-with: Cursor
Workflow structure is complete (path filters, matrix, services).
The 'Install Odoo 19' step is a TODO placeholder — the reproducible
Odoo-19 build environment is deferred to Phase 1 CI hardening.
Current Phase 0 test workflow is manual via ssh odoo-westin.
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
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
Detailed task-by-task plan for executing Phase 0 of the Enterprise
Takeover Roadmap. 22 tasks covering:
- Sub-module skeletons (_core, _ai, _migration) and meta-module conversion
- Move all current AI module code into fusion_accounting_ai with git mv
- ir_model_data ownership reassignment via post-migration script
- Data adapter pattern (base + bank_rec + reports + followup + assets adapters)
- Refactor of every AI tool to route through adapters (pilot in bank_rec, then survey + per-file)
- Strip all hard Enterprise dependencies from manifests
- Enterprise-detection helper and shared-field-ownership models in _core
- Multi-company record rule on fusion.accounting.session (was a Known Issue)
- Migration safety guard that blocks Enterprise uninstall until wizard runs
- Migration wizard skeleton (per-feature migrations added by future phases)
- tools/check_odoo_diff.sh for the annual upgrade ritual
- Per-sub-module CLAUDE.md, UPGRADE_NOTES.md, README.md
- CI pipeline (or deferral note if not yet viable)
- Empirical Enterprise-uninstall verification test on a throwaway instance
- End-to-end smoke test + completion tag
Each task uses TDD where applicable (test fails, implement, test passes,
commit) and concrete validation commands where TDD doesn't fit (file moves,
config changes, manual smoke tests).
Made-with: Cursor
Adds the brainstormed roadmap design that turns fusion_accounting from an
AI-only extension into a full replacement for Odoo 19 Enterprise accounting
(account_accountant, account_reports, accountant, account_followup, plus
selected satellites) for Nexa client deployments.
Covers:
- Sub-module topology (9 modules + meta-module): _core, _bank_rec, _reports,
_dashboard, _followup, _assets, _budget, _ai, _migration
- Data preservation strategy: bank reconciliations verified preserved
automatically (live in Community account.partial.reconcile);
shared-field-ownership pattern for Enterprise extension fields on
account.move; pre-uninstall migration wizard for Enterprise-only tables
- Phased roadmap: Phase 0 foundation through Phase 7+ optional satellites,
with Bank Rec as Phase 1 priority and Reports as the largest phase
- Architecture rules: hybrid mirror/abstract zones, fusion.* naming,
runtime coexistence detection, zero hard Enterprise deps
- Cross-version upgrade workflow: pinned Odoo source snapshots per version,
annual diff ritual, UPGRADE_NOTES.md per sub-module
- AI integration via adapter pattern (current AI tools route through
adapters that prefer fusion native, fall back to Enterprise, then to
pure Community)
- Testing strategy, security, performance, multi-company/currency,
localization, hosting
Implementation of each phase happens in subsequent sessions, each with
its own writing-plans pass starting with Phase 0 Foundation.
Made-with: Cursor
