51b26838b9
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
Fusion Accounting AI
Conversational AI co-pilot for Odoo Accounting using Claude or GPT.
What it does
Embeds an AI agent in the Odoo Accounting menu. Users chat with the AI, which calls into Odoo via tool-functions (read journal entries, find unreconciled bank lines, draft follow-ups, generate audit reports, etc.). Tier 3 actions (financial writes) require user approval via in-chat approval cards.
Install profiles
This module works on three install profiles:
- Pure Community + this module — AI uses pure Community searches via the
data-adapter
_via_communitypaths. Reduced functionality (no rich reports, no Enterprise bank-rec features) but all read tools work. - Community + this module + fusion native sub-modules (recommended target) — adapters route to fusion bank rec / fusion reports / etc. Full functionality.
- Community + Enterprise + this module (legacy) — adapters route to Enterprise APIs. Most functionality available; some Enterprise-specific UI integration (e.g. live cursor in bank-rec widget) not supported.
Configuration
Settings -> Fusion Accounting AI -> set API keys for Claude (default) and/or OpenAI.
Troubleshooting
See CLAUDE.md in this module for known Odoo 19 gotchas.