Phase 3 (fusion_accounting_assets) changed list_assets() to return
{count, total, assets} dict instead of a flat list — consistent with
bank_rec.list_unreconciled, reports.run_report, followup.list_overdue.
The pre-existing test in fusion_accounting_ai still asserted isinstance(rows, list)
and was failing on every run since Phase 3 merge. Updated to assert dict shape.
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
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
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
