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refactor(fusion_accounting_ai): route get_unreconciled_bank_lines through BankRecAdapter (pilot)

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Pilot refactor per Task 13 Step 2 of phase-0 plan: route the bank-rec AI tool
function through the data adapter so it works identically whether the install
profile is fusion-native, Enterprise, or pure Community.

Extends BankRecAdapter.list_unreconciled() with optional filter params
(date_from, date_to, min_amount, company_id, and optional journal_id) and adds
partner_name / journal_id / journal_name to the returned shape so the tool
wrapper can preserve its existing outward return dict.

All 6 data-adapter tests pass against westin-v19 (TestDataAdapterBase,
TestBankRecAdapter, TestReportsAdapter, TestFollowupAdapter, TestAssetsAdapter).

Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-18 23:26:47 -04:00
parent f8b97211ab
commit 2a41f48123
2 changed files with 71 additions and 33 deletions
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44
fusion_accounting_ai/services/tools/bank_reconciliation.py
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@@ -6,28 +6,32 @@ _logger = logging.getLogger(__name__)
def get_unreconciled_bank_lines(env, params):
domain = [('is_reconciled', '=', False), ('company_id', '=', env.company.id)]
if params.get('journal_id'):
domain.append(('journal_id', '=', int(params['journal_id'])))
if params.get('date_from'):
domain.append(('date', '>=', params['date_from']))
if params.get('date_to'):
domain.append(('date', '<=', params['date_to']))
if params.get('min_amount'):
domain.append(('amount', '>=', float(params['min_amount'])))
limit = int(params.get('limit', 50))
lines = env['account.bank.statement.line'].search(domain, limit=limit, order='date desc')
"""Return unreconciled bank lines for a journal/company.
Routed through the bank_rec data adapter so the result shape is identical
whether the install profile is fusion-native, Enterprise, or pure Community.
"""
from ..data_adapters import get_adapter
adapter = get_adapter(env, 'bank_rec')
rows = adapter.list_unreconciled(
journal_id=int(params['journal_id']) if params.get('journal_id') else None,
limit=int(params.get('limit', 50)),
date_from=params.get('date_from'),
date_to=params.get('date_to'),
min_amount=float(params['min_amount']) if params.get('min_amount') else None,
company_id=env.company.id,
)
return {
'count': len(lines),
'total_amount': sum(abs(l.amount) for l in lines),
'count': len(rows),
'total_amount': sum(abs(r['amount']) for r in rows),
'lines': [{
'id': l.id,
'date': str(l.date),
'payment_ref': l.payment_ref or '',
'partner_name': l.partner_name or (l.partner_id.name if l.partner_id else ''),
'amount': l.amount,
'journal': l.journal_id.name,
} for l in lines],
'id': r['id'],
'date': str(r['date']) if r['date'] else '',
'payment_ref': r['payment_ref'] or '',
'partner_name': r['partner_name'] or '',
'amount': r['amount'],
'journal': r['journal_name'],
} for r in rows],
}