52becd176a
Adds Task 17 tool layer: - fusion_list_overdue - fusion_get_partner_followup_detail - fusion_generate_followup_text - fusion_send_followup - fusion_get_partner_risk_score Tools register through TOOL_DISPATCH and degrade with a clear error message when fusion_accounting_followup is not installed. 5 TransactionCase tests added (78 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.