feat(fusion_accounting_bank_rec): bulk reconcile wizard for selected lines
TransientModel + view + binding action so users can select bank lines from any list view and bulk-apply either engine.reconcile_batch or a chosen reconcile model. Made-with: Cursor
This commit is contained in:
gsinghpal
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from . import auto_reconcile_wizard
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from . import bulk_reconcile_wizard
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93
fusion_accounting_bank_rec/wizards/bulk_reconcile_wizard.py
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93
fusion_accounting_bank_rec/wizards/bulk_reconcile_wizard.py
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"""Bulk reconcile wizard — operates on user-selected records.
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Reads active_ids from context (selected bank lines). Two modes:
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1. Auto (run engine on all selected with chosen strategy)
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2. Apply reconcile model (apply a chosen account.reconcile.model to all)
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"""
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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class FusionBulkReconcileWizard(models.TransientModel):
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_name = "fusion.bulk.reconcile.wizard"
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_description = "Bulk Reconcile Selected Bank Lines Wizard"
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statement_line_ids = fields.Many2many(
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'account.bank.statement.line',
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string="Selected Bank Lines",
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default=lambda self: [(6, 0, self._default_line_ids())])
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selected_count = fields.Integer(
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compute='_compute_selected_count', string="# Selected")
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mode = fields.Selection([
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('auto', 'Auto (engine reconcile_batch)'),
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('reconcile_model', 'Apply Reconcile Model'),
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], default='auto', required=True)
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strategy = fields.Selection([
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('auto', 'Auto'),
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('amount_exact', 'Amount Exact only'),
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('fifo', 'FIFO only'),
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('multi_invoice', 'Multi-invoice'),
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], default='auto')
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reconcile_model_id = fields.Many2one(
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'account.reconcile.model', string="Reconcile Model",
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domain=[('rule_type', '=', 'writeoff_button')])
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state = fields.Selection(
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[('draft', 'Draft'), ('done', 'Done')], default='draft')
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reconciled_count = fields.Integer(readonly=True)
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skipped_count = fields.Integer(readonly=True)
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error_count = fields.Integer(readonly=True)
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error_summary = fields.Text(readonly=True)
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@api.model
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def _default_line_ids(self):
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ctx = self.env.context
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if ctx.get('active_model') == 'account.bank.statement.line':
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return ctx.get('active_ids', [])
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return []
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@api.depends('statement_line_ids')
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def _compute_selected_count(self):
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for w in self:
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w.selected_count = len(w.statement_line_ids)
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def action_run(self):
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self.ensure_one()
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if self.mode == 'auto':
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result = self.env['fusion.reconcile.engine'].reconcile_batch(
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self.statement_line_ids, strategy=self.strategy)
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elif self.mode == 'reconcile_model':
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if not self.reconcile_model_id:
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raise UserError(_("Pick a reconcile model first."))
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# Phase 1 fallback: apply the model line-by-line via the engine's
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# write_off path (simplified — real reconcile-model semantics are
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# more nuanced; full integration in Task 38 follow-up).
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result = {'reconciled_count': 0, 'skipped': 0, 'errors': []}
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for line in self.statement_line_ids:
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try:
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self.reconcile_model_id._apply_lines_for_bank_statement_line(line)
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result['reconciled_count'] += 1
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except Exception as e: # noqa: BLE001
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result['errors'].append({'line_id': line.id, 'error': str(e)})
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else:
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result = {'reconciled_count': 0, 'skipped': 0, 'errors': []}
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errors = result.get('errors', [])
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self.write({
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'state': 'done',
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'reconciled_count': result.get('reconciled_count', 0),
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'skipped_count': result.get('skipped', 0),
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'error_count': len(errors),
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'error_summary': '\n'.join(
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f"Line {e['line_id']}: {e['error']}" for e in errors[:20]
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) or False,
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})
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return {
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'type': 'ir.actions.act_window',
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'res_model': self._name,
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'res_id': self.id,
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'view_mode': 'form',
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'target': 'new',
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'context': self.env.context,
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}
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@@ -0,0 +1,43 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_fusion_bulk_reconcile_wizard_form" model="ir.ui.view">
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<field name="name">fusion.bulk.reconcile.wizard.form</field>
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<field name="model">fusion.bulk.reconcile.wizard</field>
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<field name="arch" type="xml">
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<form string="Bulk Reconcile Selected">
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<group invisible="state == 'done'">
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<field name="selected_count" readonly="1"/>
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<field name="mode" widget="radio"/>
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<field name="strategy" invisible="mode != 'auto'"/>
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<field name="reconcile_model_id"
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invisible="mode != 'reconcile_model'"
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required="mode == 'reconcile_model'"/>
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</group>
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<group invisible="state != 'done'" string="Results">
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<field name="reconciled_count"/>
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<field name="skipped_count"/>
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<field name="error_count"/>
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<field name="error_summary"/>
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</group>
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<field name="state" invisible="1"/>
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<field name="statement_line_ids" invisible="1"/>
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<footer>
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<button name="action_run" type="object" string="Run"
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class="btn-primary" invisible="state == 'done'"/>
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<button special="cancel" string="Close"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="action_fusion_bulk_reconcile_wizard" model="ir.actions.act_window">
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<field name="name">Bulk Reconcile Selected</field>
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<field name="res_model">fusion.bulk.reconcile.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="binding_model_id" ref="account.model_account_bank_statement_line"/>
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<field name="binding_view_types">list</field>
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</record>
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</odoo>
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