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Odoo-Modules/fusion_accounting_ai
gsinghpal 867b5f71a1
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fix(fusion_accounting): unified Accounting menu under one root, hide migration when Enterprise gone
User reported two UX problems after the Enterprise uninstall:
1. Each Fusion sub-module showed up as its own standalone app in the
   launcher (Bank Reconciliation, Financial Reports, Asset Management,
   Customer Follow-ups, Fusion AI). Should look like ONE Accounting app.
2. Clicking the 'Fusion Accounting' app still opened the migration
   wizard even though Enterprise had been uninstalled and there was
   nothing to migrate.

Fix:
- Move all Fusion sub-module roots under the Community account.menu_finance
  hierarchy:
    * Bank Reconciliation \u2192 Accounting > Bank Reconciliation
    * Asset Management    \u2192 Accounting > Asset Management
    * Financial Reports   \u2192 Reporting > Financial Reports
    * Follow-ups          \u2192 Customers > Follow-ups
    * Fusion AI           \u2192 Configuration > Fusion AI
    * Migrate from Ent.   \u2192 Configuration > Migrate from Enterprise
- Rename Community's 'Invoicing' top-level menu to 'Accounting' (what
  Enterprise's accountant module did). Set the Fusion icon on it. This
  rename lives in the meta-module so it only fires when the full suite
  is installed.
- Add second computed group 'group_fusion_show_when_enterprise_present'
  (inverse of the existing 'absent' group). Migration menus are gated
  by this group, so they auto-hide once Enterprise is uninstalled.
- _fusion_recompute_coexistence_group now maintains both groups in lockstep.
- Meta-module now also depends on l10n_ca, hr_payroll, ocr, documents
  (the Phase 6/7 sub-modules) for one-click full-suite install.
- Fusion AI menu's old parent ('accountant.menu_accounting') was deleted
  with the Enterprise uninstall \u2014 reparented under Configuration.

Result: single 'Accounting' top-level menu containing the standard
V19 Community structure (Dashboard / Customers / Vendors / Accounting /
Reporting / Configuration), with all Fusion features slotted into the
appropriate sub-section. Verified live on westin-v19: 6 separate
Fusion top-level menus collapsed to 1; coexistence groups recomputed
(absent=10 users, present=0 users); 604/604 tests pass.

Version bump: all touched modules \u2192 19.0.1.1.0.

Made-with: Cursor
2026-04-20 01:04:49 -04:00
..

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:

  1. Pure Community + this module — AI uses pure Community searches via the data-adapter _via_community paths. Reduced functionality (no rich reports, no Enterprise bank-rec features) but all read tools work.
  2. Community + this module + fusion native sub-modules (recommended target) — adapters route to fusion bank rec / fusion reports / etc. Full functionality.
  3. 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.