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Odoo-Modules/fusion_accounting_reports/UPGRADE_NOTES.md
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docs(fusion_accounting_reports): CLAUDE.md, UPGRADE_NOTES.md, README.md
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2026-04-19 16:31:57 -04:00

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# fusion_accounting_reports — Upgrade Notes
## Odoo Version Anchor
This module targets **Odoo 19.0** (community-base).
Reference snapshot of Enterprise code mirrored from:
- `account_reports` (Odoo 19.0.x)
- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_reports/`
## Cross-Version Diff Strategy
When a new Odoo version ships:
1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise version
2. Note any breaking changes in `account.move.line` / `account.account` API
surfaces relied on by `services/totaling.py` and
`services/drill_down_resolver.py`
3. For mirrored OWL components, diff Enterprise's new versions against ours
and port material changes (signature renames, new behaviour we want to
inherit)
4. Re-run the full test suite + tour tests + benchmarks against the new Odoo
version
5. Update this file with the new version anchor + any deviations
## V19 Migration Notes (already applied — Phase 1 lessons)
These were the bite-points from Phase 1 (`fusion_accounting_bank_rec`); we
preempted them in Phase 2 from day one:
- `_sql_constraints``models.Constraint` (used in `fusion.report`,
`fusion.report.commentary`, `fusion.report.anomaly`)
- `@api.depends('id')` → removed everywhere; computed fields depend on real
field names instead
- `@route(type='json')``type='jsonrpc'` (all 8 endpoints)
- `numbercall` field on `ir.cron` → omitted (removed in V19)
- `res.groups.users``user_ids`
- `ir.ui.menu.groups_id``group_ids` (used in `views/menu_views.xml` and
the two wizard view files for the coexistence-group filter)
## Engine API Stability
The 5 public engine methods (`compute_pnl`, `compute_balance_sheet`,
`compute_trial_balance`, `compute_gl`, `drill_down`) are the public contract.
Their signatures are keyword-only after the first positional argument and
will be treated as semver-stable across patch releases. Breaking changes
will bump the minor version (e.g. 19.0.2.x.y).
## Phase 2 → Phase 2.5 Migration
If we ship Phase 2.5 (line_spec polish, deferred features, header_only
flag, prefix overlap fix), changes will go in incremental commits. No DB
migration needed — Phase 2 schema is forward-compatible:
- `fusion.report.line_specs` is a JSON column; the migration path is to
rewrite specs in place
- `fusion.account.balance.mv` can be dropped/re-created freely
- `fusion.report.commentary` is a cache; safe to truncate on upgrade
- `fusion.report.anomaly` records carry Period as date_from/date_to fields;
no schema-level changes anticipated