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Author SHA1 Message Date
gsinghpal
474485f963 feat(fusion_accounting_followup): ai_text_panel + followup_history_table components 
Made-with: Cursor
 2026-04-19 21:20:51 -04:00
gsinghpal
da746698c5 feat(fusion_accounting_followup): partner_card + aging_bucket_strip + risk_badge components 
Made-with: Cursor
 2026-04-19 21:19:52 -04:00
gsinghpal
21f6171162 feat(fusion_accounting_followup): top-level followup_dashboard component 
Made-with: Cursor
 2026-04-19 21:18:59 -04:00
gsinghpal
86bead48e1 feat(fusion_accounting_followup): followup_service.js reactive frontend service 
Made-with: Cursor
 2026-04-19 21:17:57 -04:00
gsinghpal
99e4f8e17f feat(fusion_accounting_followup): SCSS foundation for OWL widget 
Made-with: Cursor
 2026-04-19 21:17:18 -04:00
gsinghpal
f45d66c465 test(fusion_accounting_followup): performance benchmarks with P95 targets 
Made-with: Cursor
 2026-04-19 21:10:02 -04:00
gsinghpal
f64b8f373c test(fusion_accounting_followup): full follow-up flow integration test 
Made-with: Cursor
 2026-04-19 21:09:17 -04:00
gsinghpal
d51a2b104e test(fusion_accounting_followup): Hypothesis property-based invariants 
Made-with: Cursor
 2026-04-19 21:08:35 -04:00
gsinghpal
042dcf8067 feat(fusion_accounting_followup): 2 cron jobs (daily scan + weekly risk refresh)
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- fusion.followup.cron AbstractModel with two handlers
- cron_fusion_followup_daily_scan: walks every overdue partner and
  delegates to engine.send_followup_email
- cron_fusion_followup_risk_refresh: weekly refresh of
  fusion_followup_risk_score / risk_band on res.partner
- V19 ir.cron records (no numbercall field)
- 2 smoke tests added (80 total)

Made-with: Cursor
 2026-04-19 21:04:37 -04:00
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
993df3a14a feat(fusion_accounting_ai): wire FollowupAdapter fusion paths to engine 
- 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
 2026-04-19 21:02:17 -04:00
gsinghpal
d455016c27 feat(fusion_accounting_followup): 6 JSON-RPC endpoints for OWL widget 
Adds Task 15 controller layer:
- /fusion/followup/list_overdue
- /fusion/followup/get_partner_detail
- /fusion/followup/generate_text
- /fusion/followup/send
- /fusion/followup/pause
- /fusion/followup/reset

All endpoints use V19 type='jsonrpc' and route through
fusion.followup.engine. 6 HttpCase tests added (69 total).

Made-with: Cursor
 2026-04-19 21:00:07 -04:00
gsinghpal
9b6d6b3895 test(fusion_accounting_followup): engine integration tests for full lifecycle 
End-to-end flows over a real posted receivable line: aging discovery,
level resolution, send-with-cache reuse, pause+force override, and
audit history growth. Adds ignore_pause kwarg to compute_followup_level
so force=True in send_followup_email reaches level resolution.

Made-with: Cursor
 2026-04-19 20:54:13 -04:00
gsinghpal
6802d60e44 feat(fusion_accounting_followup): fusion.followup.engine 7-method API 
The orchestrator AbstractModel for follow-up lifecycle.
get_overdue_for_partner, compute_followup_level, send_followup_email,
escalate_to_next_level, pause_followup, reset_followup, snapshot_followup_history.

All controllers, AI tools, wizards, cron must route through these
methods; no direct ORM writes to fusion.followup.run from anywhere else.

Made-with: Cursor
 2026-04-19 20:52:27 -04:00
gsinghpal
06dafc31c1 feat(fusion_accounting_followup): inherit account.move.line for level tracking 
Made-with: Cursor
 2026-04-19 20:47:37 -04:00
gsinghpal
2ddc600d65 feat(fusion_accounting_followup): inherit res.partner with follow-up state 
Made-with: Cursor
 2026-04-19 20:46:08 -04:00
gsinghpal
207c857e6b feat(fusion_accounting_followup): LLM text cache model 
Made-with: Cursor
 2026-04-19 20:45:27 -04:00
gsinghpal
05de855cea feat(fusion_accounting_followup): fusion.followup.run audit model 
Made-with: Cursor
 2026-04-19 20:44:39 -04:00
gsinghpal
9ae9161892 feat(fusion_accounting_followup): fusion.followup.level definition model 
Made-with: Cursor
 2026-04-19 20:43:51 -04:00
gsinghpal
1829f0584f feat(fusion_accounting_followup): AI follow-up text generator + prompt 
Made-with: Cursor
 2026-04-19 20:40:26 -04:00
gsinghpal
63f3e0ec14 feat(fusion_accounting_followup): tone_selector service 
Made-with: Cursor
 2026-04-19 20:39:17 -04:00
gsinghpal
397fb238c5 feat(fusion_accounting_followup): risk_scorer service 
Made-with: Cursor
 2026-04-19 20:38:44 -04:00
gsinghpal
d4ef19858d feat(fusion_accounting_followup): level_resolver service 
Made-with: Cursor
 2026-04-19 20:38:02 -04:00
gsinghpal
4ce0edc698 feat(fusion_accounting_followup): overdue_aging service with 6 buckets 
Made-with: Cursor
 2026-04-19 20:35:39 -04:00
gsinghpal
ea2f44287f feat(fusion_accounting_followup): Phase 4 skeleton + plan 
35-task plan to replace Enterprise account_followup module:
- Multi-level dunning (gentle reminder -> firm warning -> legal)
- AI augmentation: contextual follow-up text generation + payment risk scoring + tone selection
- HYBRID engine: shared primitives + persisted level/run/cache models
- Per-partner state: current level, paused-until, history
- Coexists with Enterprise (group_fusion_show_when_enterprise_absent)
- Same V19 conventions + test pyramid + perf-budget discipline as Phases 1-3

Made-with: Cursor
 2026-04-19 20:31:07 -04:00
gsinghpal
b4558a223c feat(configurator): stub fp.direct.order.line model for multi-line direct order wizard 
Task A1 of the direct-order-wizard rewrite. Adds the transient line
model that will hold per-part detail (part, coating, qty, price) when
the wizard moves from single-line to header+lines architecture.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-19 20:29:52 -04:00
gsinghpal
7a53012f09 Merge Phase 3: AI-augmented asset management
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50 tasks shipped on fusion_accounting/phase-3-assets:
- fusion.asset.engine (7-method API: compute_schedule, post, dispose, partial_sale, pause, resume, reverse)
- 3 depreciation methods (straight-line, declining-balance, units-of-production)
- 6 persisted models + materialized view for portfolio queries
- AI: anomaly detection + LLM-suggested useful life with templated fallback
- 8 JSON-RPC controller endpoints + reactive frontend service
- 6 OWL components + SCSS tokens + dark mode
- 4 wizards (creation w/ AI suggest, disposal, partial sale, depreciation run)
- Migration wizard backfill from account.asset (verified live: 2 records, idempotent)
- Audit PDF report
- 2 cron jobs (daily depreciation post + monthly anomaly scan)
- 5 AI chat tools
- Coexists with Enterprise (group_fusion_show_when_enterprise_absent)
- 141 tests passing (unit, integration, property-based, controller, MV, wizards, coexistence, perf, LLM compat, OWL tours)
- All 5 P95 perf metrics within 1x of budget (8x-500x headroom)
 2026-04-19 20:29:40 -04:00
gsinghpal
43e1f3d6f5 docs(fusion_accounting_assets): CLAUDE.md, UPGRADE_NOTES.md, README.md
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Mirrors Phase 1 + 2 doc layout. CLAUDE.md captures architecture, the
7-method engine API, persisted models, controllers, OWL frontend,
performance baselines (Tasks 23 + 41 numbers), test counts (140), and
Phase 3.5 backlog. UPGRADE_NOTES.md anchors the Odoo 19 reference and
records V19 deprecations applied. README.md is the user-facing intro.

Made-with: Cursor
fusion_accounting/phase-3-complete 		2026-04-19 20:25:16 -04:00
gsinghpal
69453bd8ae feat(fusion_accounting): meta-module now installs assets sub-module 
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
 2026-04-19 20:23:47 -04:00
gsinghpal
7e2c31e371 test(fusion_accounting_assets): local LLM useful-life smoke (skips without LLM) 
Auto-detects LM Studio (:1234) or Ollama (:11434) on
host.docker.internal / localhost; skips silently when no server is
reachable so CI stays green. When a server is present it exercises the
full predict_useful_life path through the OpenAI-compatible adapter,
catching prompt / JSON-parsing regressions that mocked LLMs hide.

Tagged 'local_llm' so it can be selected explicitly when an LLM is
known-available.

Made-with: Cursor
 2026-04-19 20:23:30 -04:00
gsinghpal
6344a75150 test(fusion_accounting_assets): controller perf benchmark 
Adds JSON-RPC controller benchmark to complement Task 23's engine-level
benchmarks: end-to-end /fusion/assets/get_detail timing through the HTTP
dispatch layer.

Captured locally on westin-v19:
  controller.get_detail: median=2ms p95=40ms (target <500ms, 12x headroom)

Tagged 'benchmark' so it stays out of fast unit runs.

Made-with: Cursor
 2026-04-19 20:22:50 -04:00
gsinghpal
59ecc9fc5b test(fusion_accounting_assets): 5 OWL tour tests 
Mirrors Phase 1 + 2 tour pattern: HttpCase.start_tour wrappers tagged
'tour' so they skip cleanly when websocket-client is absent. Tours cover
smoke (/odoo loads), the asset list / category list / anomaly list views,
and the depreciation-run wizard form. Bundle is wired via
web.assets_tests.

Verified locally: 5 tests registered, all skip with
"websocket-client module is not installed" (expected — no chromium in
the dev container).

Made-with: Cursor
 2026-04-19 20:22:13 -04:00
gsinghpal
2ee341316c test(fusion_accounting_assets): coexistence behavior 
Made-with: Cursor
 2026-04-19 20:16:30 -04:00
gsinghpal
02885108f2 feat(fusion_accounting_assets): menu + window actions with coexistence group filter 
Made-with: Cursor
 2026-04-19 20:15:38 -04:00
gsinghpal
af8c72a3b1 feat(fusion_accounting_assets): migration audit PDF report 
Made-with: Cursor
 2026-04-19 20:14:50 -04:00
gsinghpal
1491f455fe feat(fusion_accounting_assets): migration wizard backfill from account.asset 
Made-with: Cursor
 2026-04-19 20:13:30 -04:00
gsinghpal
3efef7efc7 feat(fusion_accounting_assets): depreciation run wizard 
Made-with: Cursor
 2026-04-19 20:06:25 -04:00
gsinghpal
92f445eb8f feat(fusion_accounting_assets): partial sale wizard 
Made-with: Cursor
 2026-04-19 20:05:17 -04:00
gsinghpal
892c37e2b0 feat(fusion_accounting_assets): disposal wizard 
Made-with: Cursor
 2026-04-19 20:04:03 -04:00
gsinghpal
a6ef7e0c2a feat(fusion_accounting_assets): asset creation wizard with AI useful-life suggest 
Made-with: Cursor
 2026-04-19 20:02:46 -04:00
gsinghpal
9794970429 feat(fusion_accounting_assets): ai_useful_life_panel + anomaly_strip components 
Made-with: Cursor
 2026-04-19 17:39:56 -04:00
gsinghpal
c0b8cc4159 feat(fusion_accounting_assets): disposal_dialog component 
Made-with: Cursor
 2026-04-19 17:39:17 -04:00
gsinghpal
51bff01f13 feat(fusion_accounting_assets): depreciation_board component 
Made-with: Cursor
 2026-04-19 17:38:50 -04:00
gsinghpal
7ba15c65aa feat(fusion_accounting_assets): asset_detail_panel component 
Made-with: Cursor
 2026-04-19 17:38:28 -04:00
gsinghpal
bf8689716c feat(fusion_accounting_assets): asset_card component 
Made-with: Cursor
 2026-04-19 17:37:57 -04:00
gsinghpal
bddd22cabd feat(fusion_accounting_assets): top-level asset_dashboard component 
Made-with: Cursor
 2026-04-19 17:37:34 -04:00
gsinghpal
6051ef22a0 feat(fusion_accounting_assets): assets_service.js reactive frontend service 
Made-with: Cursor
 2026-04-19 17:36:52 -04:00
gsinghpal
24f8a5857e feat(fusion_accounting_assets): SCSS foundation for OWL widget 
Made-with: Cursor
 2026-04-19 17:36:11 -04:00
gsinghpal
475d17c1aa test(fusion_accounting_assets): performance benchmarks with P95 targets 
Made-with: Cursor
 2026-04-19 17:26:01 -04:00
gsinghpal
fec1c12246 feat(fusion_accounting_assets): MV for per-asset book value snapshot 
Made-with: Cursor
 2026-04-19 17:25:14 -04:00