- Switch FUSION_MODEL to fusion.followup.engine so adapter mode
selection matches the new module
- Add list_overdue() with fusion/enterprise/community variants
- Re-route send_followup_via_fusion to engine.send_followup_email
- 4 new TransactionCase tests (73 total)
Existing aging / overdue_invoices adapter methods continue to fall
back to the community implementation.
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
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
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
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
