Commit Graph

5 Commits

Author SHA1 Message Date
gsinghpal
52becd176a feat(fusion_accounting_ai): 5 new customer follow-up AI tools
Adds Task 17 tool layer:
- fusion_list_overdue
- fusion_get_partner_followup_detail
- fusion_generate_followup_text
- fusion_send_followup
- fusion_get_partner_risk_score

Tools register through TOOL_DISPATCH and degrade with a clear
error message when fusion_accounting_followup is not installed.
5 TransactionCase tests added (78 total).

Made-with: Cursor
2026-04-19 21:03:30 -04:00
gsinghpal
9092a78be2 feat(fusion_accounting_ai): 5 new asset management AI tools
Made-with: Cursor
2026-04-19 17:16:22 -04:00
gsinghpal
118f0d9d16 feat(fusion_accounting_ai): 5 new financial reports AI tools
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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
2026-04-19 15:41:10 -04:00
gsinghpal
6c72f2ab49 refactor(fusion_accounting): move AI module code into fusion_accounting_ai sub-module
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
2026-04-18 21:45:06 -04:00
gsinghpal
c6d1008810 feat(fusion_accounting_ai): add empty sub-module skeleton
Made-with: Cursor
2026-04-18 21:27:55 -04:00