32 lines
1.2 KiB
Markdown
32 lines
1.2 KiB
Markdown
# Fusion Accounting AI
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Conversational AI co-pilot for Odoo Accounting using Claude or GPT.
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## What it does
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Embeds an AI agent in the Odoo Accounting menu. Users chat with the AI, which
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calls into Odoo via tool-functions (read journal entries, find unreconciled
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bank lines, draft follow-ups, generate audit reports, etc.). Tier 3 actions
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(financial writes) require user approval via in-chat approval cards.
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## Install profiles
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This module works on three install profiles:
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1. **Pure Community + this module** — AI uses pure Community searches via the
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data-adapter `_via_community` paths. Reduced functionality (no rich reports,
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no Enterprise bank-rec features) but all read tools work.
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2. **Community + this module + fusion native sub-modules** (recommended target) —
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adapters route to fusion bank rec / fusion reports / etc. Full functionality.
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3. **Community + Enterprise + this module** (legacy) — adapters route to Enterprise
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APIs. Most functionality available; some Enterprise-specific UI integration
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(e.g. live cursor in bank-rec widget) not supported.
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## Configuration
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Settings -> Fusion Accounting AI -> set API keys for Claude (default) and/or OpenAI.
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## Troubleshooting
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See `CLAUDE.md` in this module for known Odoo 19 gotchas.
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