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
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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