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fusion_accounting/phase-3-complete
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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 
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 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
gsinghpal
c939b83812 test(fusion_accounting_assets): integration tests for all 3 depreciation methods 
Made-with: Cursor
 2026-04-19 17:23:41 -04:00
gsinghpal
1e70b8d5c0 test(fusion_accounting_assets): Hypothesis property-based depreciation invariants 
Made-with: Cursor
 2026-04-19 17:22:55 -04:00
gsinghpal
de6d8fda3e feat(fusion_accounting_assets): 2 cron jobs (depreciation post + anomaly scan)
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Made-with: Cursor
 2026-04-19 17:17:21 -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
79cd0216ff feat(fusion_accounting_ai): wire AssetsAdapter fusion paths to engine 
Made-with: Cursor
 2026-04-19 17:15:24 -04:00
gsinghpal
3e8b7b1e82 feat(fusion_accounting_assets): 8 JSON-RPC endpoints for OWL widget 
Made-with: Cursor
 2026-04-19 17:14:22 -04:00
gsinghpal
345c971d59 test(fusion_accounting_assets): engine integration tests for full lifecycle 
Made-with: Cursor
 2026-04-19 17:06:55 -04:00
gsinghpal
54922a0b32 feat(fusion_accounting_assets): fusion.asset.engine 7-method API 
The orchestrator AbstractModel for asset depreciation lifecycle.
compute_depreciation_schedule, post_depreciation_entry, dispose_asset,
partial_sale, pause_asset, resume_asset, reverse_disposal.

All controllers, AI tools, wizards, and cron must route through these
methods; no direct ORM writes to fusion.asset.depreciation.line or
account.move from anywhere else.

Made-with: Cursor
 2026-04-19 17:06:12 -04:00
gsinghpal
38a6e375e6 feat(fusion_accounting_assets): inherit account.move.line for asset linkage 
- fusion_asset_id Many2one on account.move.line (ondelete='set null':
  invoice line preserved if asset is removed)
- fusion_asset_count compute (smart-button friendly)
- action_open_fusion_asset() returns a window action to jump to the asset
- 3 new tests (66 total)

Made-with: Cursor
 2026-04-19 16:59:44 -04:00
gsinghpal
8659f51935 feat(fusion_accounting_assets): asset anomaly persisted model 
- 3 anomaly types: behind_schedule, ahead_of_schedule, low_utilization
- 3 severity levels: low, medium, high
- expected / actual / variance_pct (mirrors anomaly_detection service output)
- 4-state lifecycle: new -> acknowledged -> resolved (or dismissed)
- action_acknowledge / action_dismiss / action_resolve transitions
- ondelete='cascade' on asset_id (anomalies follow the asset)
- 4 new tests (63 total)

Made-with: Cursor
 2026-04-19 16:58:56 -04:00
gsinghpal
5c89763191 feat(fusion_accounting_assets): asset disposal record model 
- 4 disposal types: sale, scrap, donation, lost
- mail.thread tracking on type / date / sale amount / partner
- gain_loss_amount computed:
    - sale: sale_amount - book_value_at_disposal
    - scrap / donation / lost: -book_value_at_disposal (full loss)
- ondelete='restrict' on asset_id (cannot delete an asset with disposal)
- move_id placeholder for engine-created journal entry
- 4 new tests (59 total)

Made-with: Cursor
 2026-04-19 16:58:12 -04:00
gsinghpal
b68d1b1c66 feat(fusion_accounting_assets): asset category template model 
- defaults applied to new assets (method, useful_life, declining rate,
  salvage %, prorate convention)
- GL account hooks: asset_account_id, depreciation_account_id,
  expense_account_id (domain-filtered to relevant account types)
- computed asset_count for kanban / list views
- 3 new tests (55 total)

Made-with: Cursor
 2026-04-19 16:57:25 -04:00
gsinghpal
0439d81675 feat(fusion_accounting_assets): depreciation board line model 
- period_index, scheduled_date, amount, accumulated, book_value_at_end
- is_posted / posted_date / move_id (set when engine posts the entry)
- action_post() marks the line as posted (idempotent)
- UNIQUE(asset_id, period_index) constraint via models.Constraint
- 5 new tests (52 total)

Made-with: Cursor
 2026-04-19 16:56:47 -04:00
gsinghpal
70e4404d9b feat(fusion_accounting_assets): main fusion.asset model with state machine 
- fusion.asset: lifecycle (draft -> running -> paused -> disposed)
- mail.thread + mail.activity.mixin tracking
- 3 depreciation methods + 3 prorate conventions selections
- monetary cost / salvage with check constraints (models.Constraint)
- computed book_value, total_depreciated, last_posted_date
- action_set_running / pause / resume / set_draft transitions
- minimal stubs for fusion.asset.category and
  fusion.asset.depreciation.line so the One2many / Many2one comodels
  resolve at registry build time; expanded in Tasks 9 + 10
- 7 new tests (47 total)

Made-with: Cursor
 2026-04-19 16:55:59 -04:00
gsinghpal
bc7ba27d77 feat(fusion_accounting_assets): AI useful life predictor + prompt 
Made-with: Cursor
 2026-04-19 16:50:01 -04:00
gsinghpal
19cbed5b37 feat(fusion_accounting_assets): asset anomaly detection service 
Made-with: Cursor
 2026-04-19 16:49:02 -04:00
gsinghpal
b7c171f983 feat(fusion_accounting_assets): salvage_value service 
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 2026-04-19 16:48:18 -04:00
gsinghpal
bece120ee3 feat(fusion_accounting_assets): prorate service for partial-period depreciation 
Made-with: Cursor
 2026-04-19 16:47:31 -04:00
gsinghpal
3e73ca0eb7 feat(fusion_accounting_assets): 3 depreciation methods (straight, declining, units) 
Made-with: Cursor
 2026-04-19 16:46:54 -04:00
gsinghpal
99b6990dd6 feat(fusion_accounting_assets): Phase 3 skeleton + plan 
50-task plan to replace Enterprise account_asset module:
- CORE scope: 3 depreciation methods (straight-line, declining-balance, units-of-production)
- HYBRID engine: shared primitives + persisted asset/category/disposal/anomaly models
- AI augmentation: utilization anomaly detection + LLM-suggested useful life
- Full lifecycle: draft -> running -> paused -> disposed
- Coexists with Enterprise (group_fusion_show_when_enterprise_absent)
- Same V19 conventions + test pyramid + perf-budget discipline as Phases 1-2

Skeleton: empty manifest + dirs + icon. Tasks 3-50 add the substance.
Made-with: Cursor
 2026-04-19 16:43:06 -04:00
gsinghpal
fdfaf7e779 Merge Phase 2: AI-augmented financial reports
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46 tasks shipped on fusion_accounting/phase-2-reports:
- fusion.report.engine (5-method API: compute_pnl/balance_sheet/trial_balance/gl/drill_down)
- 4 CORE reports seeded (P&L, balance sheet, trial balance, general ledger)
- AI layer: anomaly detection + LLM commentary generator
- 8 JSON-RPC controller endpoints + reactive frontend service
- 8 OWL components + SCSS tokens (light + dark)
- Materialized view + 2 cron jobs (anomaly scan + MV refresh)
- 3 wizards (XLSX export, period picker, migration bootstrap)
- PDF export via QWeb
- 130 tests passing (engine, integration, property-based, controller, MV, wizards, coexistence, perf, LLM compat, OWL tours)
- All 6 P95 perf metrics within 1x of budget (37x-250x headroom)
 2026-04-19 16:41:17 -04:00
gsinghpal
848aa0f0e5 docs(fusion_accounting_reports): CLAUDE.md, UPGRADE_NOTES.md, README.md
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Made-with: Cursor
fusion_accounting/phase-2-complete 		2026-04-19 16:31:57 -04:00
gsinghpal
5a864e4b48 feat(fusion_accounting): meta-module now installs reports sub-module 
Made-with: Cursor
 2026-04-19 16:30:19 -04:00
gsinghpal
0618ca7773 test(fusion_accounting_reports): local LLM commentary smoke (skips without LLM) 
Made-with: Cursor
 2026-04-19 16:30:05 -04:00
gsinghpal
6a53da6002 test(fusion_accounting_reports): performance benchmarks with P95 targets 
Made-with: Cursor
 2026-04-19 16:29:15 -04:00
gsinghpal
3c7a1c8cea test(fusion_accounting_reports): 5 OWL tour tests 
Made-with: Cursor
 2026-04-19 16:28:14 -04:00
gsinghpal
1c773bb5e4 test(fusion_accounting_reports): coexistence behavior 
Mirrors Phase 1's coexistence test pattern. Verifies:

- The coexistence group (group_fusion_show_when_enterprise_absent)
  exists and is referenceable
- The reports engine model (fusion.report.engine) is always
  registered, regardless of Enterprise install state
- The Financial Reports root menu requires the coexistence group
- The Open Report... sub-menu (period picker wizard) is gated too

Uses V19 group_ids attribute with a graceful fallback to groups_id for
older runtime variants.

Tests: 3 new (test_coexistence.py). Net 115 -> 118.
Made-with: Cursor
 2026-04-19 16:20:09 -04:00