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
Drafts the design for fusion_accounting_bank_rec — a native bank
reconciliation widget that replaces Odoo Enterprise account_accountant
in V19 OWL architecture, with a clean-room reconcile engine reading and
writing Community account.partial.reconcile rows.
Key design decisions captured:
- CORE scope (~5.5-6 weeks): manual + auto reconcile, write-offs,
partial, multi-currency, chatter, model picker
- Strict mirror of all 18 Enterprise OWL units (zero functional loss)
plus 5 fusion-only additions for AI/history visibility
- Hybrid AI badge layout: inline strip with one-click Accept plus
expandable ranked-alternatives panel
- Behavioural learning via fusion.reconcile.pattern (per-partner) and
fusion.reconcile.precedent (per-decision memory) with bootstrap from
the 16,500 historical reconciliations
- Local LLM ready via OpenAI-compatible adapter base_url config and
per-feature provider routing — works against LM Studio, Ollama, vLLM
- Statistical-mode-without-API-key as a first-class path
- Coexistence with Enterprise: Enterprise wins by default, fusion
menu hides until uninstall, then auto-appears
- Migration wizard step bootstraps pattern memory and produces an
audit report PDF proving every reconciliation preserved
- TDD on engine algorithms with Hypothesis property-based tests for
amount invariants; migration round-trip integration test
Builds on Phase 0 (commit c450bb2, range pre-phase-0..phase-0-complete).
Made-with: Cursor
Drops the 73KB icon.png into each of the four sub-modules
(fusion_accounting meta, _core, _ai, _migration) so Odoo's Apps page
renders the branded icon for each. Meta-module manifest 'icon' path
now points to its own icon instead of the AI sub-module's.
Made-with: Cursor
Task 18 — empirical verification of the data-preservation claims in
Section 3 of the Enterprise Takeover Roadmap.
Key empirical findings (verified on westin-v19 live DB + clone):
1. Safety guard blocks Enterprise uninstall (Scenario A, verified on
throwaway clone) — UserError fires with the correct migration-wizard
guidance message.
2. Bank reconciliation tables (account.partial.reconcile,
account.full.reconcile) are owned exclusively by Community account
module. 30,874 reconciliation rows (16,500 partial + 14,374 full)
confirmed immune to any Enterprise uninstall.
3. All 5 Enterprise extension fields on account.move (deferred_move_ids,
deferred_original_move_ids, deferred_entry_type, signing_user,
payment_state_before_switch) are dual-owned by account_accountant
AND fusion_accounting_core. Odoo's module-ownership ledger will
preserve columns/relations when Enterprise uninstalls.
4. account.reconcile.model is triple-owned (account + account_accountant
+ fusion_accounting_core). Reconciliation rules survive.
5. account.move has 36 module owners; table cannot be dropped by any
realistic uninstall scenario.
A full destructive uninstall cycle on a clone was attempted but blocked
by pre-existing data-integrity issues in westin-v19 (orphan FK references
in payslip_tags_table + account_account_res_company_rel — outside fusion
scope). The schema-ownership verification approach provides stronger
evidence than a point-in-time count comparison — it proves the invariants
hold for any real-world data shape, not just a single fixture.
Test clone westin-v19-phase0-empirical dropped after testing. No live
data was modified.
Phase 0 data-preservation design is empirically validated. Phase 1 can
proceed.
Made-with: Cursor
Workflow structure is complete (path filters, matrix, services).
The 'Install Odoo 19' step is a TODO placeholder — the reproducible
Odoo-19 build environment is deferred to Phase 1 CI hardening.
Current Phase 0 test workflow is manual via ssh odoo-westin.
Made-with: Cursor
Task 20 of Phase 0: document the sub-module split.
- fusion_accounting_core: foundation doc covering security groups, shared-field
schema preservation, and the Enterprise-detection helper.
- fusion_accounting_ai: preserves the original module's AI-specific design
decisions, Odoo 19 gotchas, deployment commands, controllers, models, theme
rules, and known issues. Adds a new Data-adapter pattern section documenting
tri-mode routing (fusion / enterprise / community).
- fusion_accounting_migration: doc for the Enterprise uninstall safety guard
and the wizard shell that future feature sub-modules will extend.
- fusion_accounting (meta): rewritten CLAUDE.md as a pure overview pointing at
sub-modules, plus a new README.md covering one-click install/uninstall.
Each sub-module now has CLAUDE.md (Cursor/Claude context), UPGRADE_NOTES.md
(version-by-version deltas / reference sources), and README.md (user-facing
install/usage docs). 11 files total.
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
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
Adds the brainstormed roadmap design that turns fusion_accounting from an
AI-only extension into a full replacement for Odoo 19 Enterprise accounting
(account_accountant, account_reports, accountant, account_followup, plus
selected satellites) for Nexa client deployments.
Covers:
- Sub-module topology (9 modules + meta-module): _core, _bank_rec, _reports,
_dashboard, _followup, _assets, _budget, _ai, _migration
- Data preservation strategy: bank reconciliations verified preserved
automatically (live in Community account.partial.reconcile);
shared-field-ownership pattern for Enterprise extension fields on
account.move; pre-uninstall migration wizard for Enterprise-only tables
- Phased roadmap: Phase 0 foundation through Phase 7+ optional satellites,
with Bank Rec as Phase 1 priority and Reports as the largest phase
- Architecture rules: hybrid mirror/abstract zones, fusion.* naming,
runtime coexistence detection, zero hard Enterprise deps
- Cross-version upgrade workflow: pinned Odoo source snapshots per version,
annual diff ritual, UPGRADE_NOTES.md per sub-module
- AI integration via adapter pattern (current AI tools route through
adapters that prefer fusion native, fall back to Enterprise, then to
pure Community)
- Testing strategy, security, performance, multi-company/currency,
localization, hosting
Implementation of each phase happens in subsequent sessions, each with
its own writing-plans pass starting with Phase 0 Foundation.
Made-with: Cursor
