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
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
