-
-
-
-
-
+
+
+
-
-
+
+
+
+
+
diff --git a/fusion_accounting/static/src/components/chat/chat_panel.js b/fusion_accounting/static/src/components/chat/chat_panel.js
index b053fb62..46d6a189 100644
--- a/fusion_accounting/static/src/components/chat/chat_panel.js
+++ b/fusion_accounting/static/src/components/chat/chat_panel.js
@@ -192,6 +192,7 @@ export class FusionChatPanel extends Component {
setup() {
this.inputRef = useRef("chatInput");
this.messagesRef = useRef("messages");
+ this.fileRef = useRef("fileInput");
// Track parsed table data per message index for interactive tables
this._parsedTables = {};
this.state = useState({
@@ -207,7 +208,13 @@ export class FusionChatPanel extends Component {
// Session history picker
showSessionPicker: false,
sessionList: [],
+ // Image attachment
+ pendingImage: null, // { name, dataUrl, base64, mediaType }
+ // Live execution status (from polling)
+ liveThinking: '',
+ liveToolCalls: [],
});
+ this._statusPollInterval = null;
onWillStart(async () => {
await this.loadLatestSession();
@@ -229,33 +236,51 @@ export class FusionChatPanel extends Component {
for (const div of richDivs) {
const idx = parseInt(div.dataset.idx);
const msg = this.state.messages[idx];
- if (msg && msg.role === "assistant" && msg.content) {
- // Check for fusion-table blocks
+ if (msg && msg.role === "assistant") {
+ let html = "";
+
+ // Priority 1: Server-side reconciliation table (direct from tool result)
+ if (msg.reconciliationTable && !div.dataset.reconMounted) {
+ const reconKey = `recon_${idx}`;
+ // Strip any fusion-table blocks from AI text to avoid double rendering
+ const cleanText = (msg.content || "").replace(/```fusion-table[\s\S]*?```/g, '').trim();
+ html = mdToHtml(cleanText);
+ html += ``;
+ this._parsedTables[reconKey] = {
+ mode: "reconciliation",
+ source_tool: "suggest_bank_line_matches",
+ bank_line: msg.reconciliationTable.bank_line,
+ candidates: msg.reconciliationTable.candidates,
+ best_combination: msg.reconciliationTable.best_combination,
+ };
+ div.innerHTML = html;
+ div.dataset.reconMounted = "true";
+ this._mountInteractiveTables(div);
+ }
+ // Priority 2: AI-generated fusion-table blocks
+ else if (msg.content && !div.dataset.reconMounted) {
const parsed = parseFusionTableBlock(msg.content);
if (parsed) {
- // Build HTML with placeholders for interactive tables
- let html = "";
for (const part of parsed.parts) {
if (part.type === "md") {
html += mdToHtml(part.content);
} else if (part.type === "table") {
const tableKey = `${idx}_${part.idx}`;
html += ``;
- // Store table data for OWL mounting
this._parsedTables[tableKey] = parsed.tables[part.idx];
}
}
if (div.innerHTML !== html) {
div.innerHTML = html;
}
- // Mount OWL interactive table components into placeholders
this._mountInteractiveTables(div);
} else {
- const html = mdToHtml(msg.content);
- if (div.innerHTML !== html) {
- div.innerHTML = html;
+ const mdHtml = mdToHtml(msg.content);
+ if (div.innerHTML !== mdHtml) {
+ div.innerHTML = mdHtml;
}
}
+ }
}
}
}
@@ -269,8 +294,13 @@ export class FusionChatPanel extends Component {
if (!tableData) continue;
el.dataset.mounted = "true";
- el.innerHTML = this._buildInteractiveTableHtml(tableData, key);
- this._wireTableEvents(el, tableData, key);
+ if (tableData.mode === "reconciliation") {
+ el.innerHTML = this._buildReconciliationTableHtml(tableData, key);
+ this._wireReconciliationEvents(el, tableData, key);
+ } else {
+ el.innerHTML = this._buildInteractiveTableHtml(tableData, key);
+ this._wireTableEvents(el, tableData, key);
+ }
}
}
@@ -464,6 +494,383 @@ export class FusionChatPanel extends Component {
return result;
}
+ // ================================================================
+ // Image Upload
+ // ================================================================
+
+ triggerFileUpload() {
+ const input = this.fileRef.el;
+ if (input) input.click();
+ }
+
+ onFileSelected(ev) {
+ const file = ev.target.files?.[0];
+ if (!file) return;
+ if (!file.type.startsWith('image/')) {
+ console.warn("Only image files are supported");
+ return;
+ }
+ if (file.size > 10 * 1024 * 1024) {
+ console.warn("Image too large (max 10MB)");
+ return;
+ }
+ const reader = new FileReader();
+ reader.onload = () => {
+ const dataUrl = reader.result;
+ // Extract base64 and media type
+ const match = dataUrl.match(/^data:(image\/[^;]+);base64,(.+)$/);
+ if (match) {
+ this.state.pendingImage = {
+ name: file.name,
+ dataUrl,
+ base64: match[2],
+ mediaType: match[1],
+ };
+ }
+ };
+ reader.readAsDataURL(file);
+ // Reset input so same file can be selected again
+ ev.target.value = '';
+ }
+
+ clearImage() {
+ this.state.pendingImage = null;
+ }
+
+ _startStatusPolling() {
+ this._stopStatusPolling();
+ this.state.liveThinking = '';
+ this.state.liveToolCalls = [];
+ this._statusPollInterval = setInterval(async () => {
+ if (!this.state.sending || !this.sessionId) {
+ this._stopStatusPolling();
+ return;
+ }
+ try {
+ const status = await rpc('/fusion_accounting/chat/status', {
+ session_id: this.sessionId,
+ });
+ if (status.thinking) {
+ this.state.liveThinking = status.thinking;
+ }
+ if (status.tool_calls && status.tool_calls.length) {
+ this.state.liveToolCalls = status.tool_calls;
+ }
+ } catch (e) {
+ // Polling failure is not critical — just skip
+ }
+ }, 600);
+ }
+
+ _stopStatusPolling() {
+ if (this._statusPollInterval) {
+ clearInterval(this._statusPollInterval);
+ this._statusPollInterval = null;
+ }
+ this.state.liveThinking = '';
+ this.state.liveToolCalls = [];
+ }
+
+ // ================================================================
+ // Reconciliation Table Mode
+ // ================================================================
+
+ _buildReconciliationTableHtml(tableData, key) {
+ const bankLine = tableData.bank_line || {};
+ // Accept candidates from either 'candidates' (tool output) or 'rows' (AI formatted)
+ let rawCandidates = tableData.candidates || tableData.rows || [];
+ // Normalize: if AI sent rows with 'id' instead of 'aml_id', or 'cells' arrays, fix them
+ const candidates = rawCandidates.map(c => {
+ if (c.aml_id) return c; // Already in correct format
+ // Try to extract from cells array if AI used interactive table format
+ const norm = { ...c };
+ if (!norm.aml_id && norm.id) norm.aml_id = norm.id;
+ if (!norm.amount_residual && typeof norm.amount_residual !== 'number') norm.amount_residual = norm.amount_total || norm.amount || 0;
+ return norm;
+ });
+ // Store normalized rows back for collect function
+ tableData.rows = candidates;
+ const bestCombo = new Set((tableData.best_combination || []).map(String));
+ const bankAmount = Math.abs(bankLine.abs_amount || bankLine.amount || 0);
+ const title = tableData.title || `Match: ${bankLine.ref || ''} $${bankAmount.toFixed(2)}`;
+
+ let h = `${this._esc(candidate.name)}${candidate.ref ? '
' + this._esc(candidate.ref) + '' : ''}
+ ${this._esc(cType)}
+ ${this._esc(candidate.partner)}
+ ${this._esc(candidate.date)}
+ $${residual.toFixed(2)}
+
+
+
+ added
+ `;
+ tbody.appendChild(tr);
+
+ // Wire new row's checkbox and amount input
+ const cb = tr.querySelector('.recon-row-check');
+ const amt = tr.querySelector('.fusion_apply_amount');
+ const recalc = () => {
+ // Trigger recalc by dispatching change on first checkbox
+ const first = container.querySelector('.recon-row-check');
+ if (first) first.dispatchEvent(new Event('change'));
+ };
+ if (cb) cb.addEventListener('change', recalc);
+ if (amt) amt.addEventListener('input', recalc);
+ recalc();
+ }
+
+ _collectReconciliationRows(container, tableData) {
+ const result = [];
+ const checks = container.querySelectorAll('.recon-row-check:checked');
+ const rows = tableData.rows || [];
+ for (const cb of checks) {
+ const idx = parseInt(cb.dataset.idx);
+ const tr = cb.closest('tr');
+ const amlId = tr?.dataset.amlId;
+ const amtInput = container.querySelector(`.fusion_apply_amount[data-idx="${idx}"]`);
+ const applyAmount = parseFloat(amtInput?.value) || 0;
+ const maxAmount = parseFloat(amtInput?.dataset.max) || 0;
+ const c = rows[idx] || {};
+ result.push({
+ aml_id: parseInt(amlId) || c.aml_id,
+ name: c.name || '',
+ apply_amount: applyAmount,
+ amount_residual: maxAmount,
+ is_partial: applyAmount < maxAmount - 0.01,
+ });
+ }
+ // Sort: full matches first, partial last (Odoo applies partial on last AML)
+ result.sort((a, b) => (a.is_partial ? 1 : 0) - (b.is_partial ? 1 : 0));
+ return result;
+ }
+
get sessionId() {
return this.state.internalSessionId || this.props.sessionId;
}
@@ -476,6 +883,9 @@ export class FusionChatPanel extends Component {
this.state.internalSessionId = data.session_id;
this.state.messages = data.messages || [];
this.state.sessionName = data.name;
+ if (data.pending_approvals && data.pending_approvals.length) {
+ this.state.pendingApprovals = data.pending_approvals;
+ }
}
} catch (e) {
console.error("Failed to load session:", e);
@@ -569,7 +979,8 @@ export class FusionChatPanel extends Component {
async sendMessage() {
const text = this.state.inputText.trim();
- if (!text || this.state.sending) return;
+ const image = this.state.pendingImage;
+ if ((!text && !image) || this.state.sending) return;
if (!this.sessionId) {
const session = await rpc("/fusion_accounting/session/create", {});
@@ -577,30 +988,54 @@ export class FusionChatPanel extends Component {
this.state.sessionName = session.name;
}
- this.state.messages.push({ role: "user", content: text });
+ this.state.messages.push({
+ role: "user",
+ content: text || (image ? `[Attached: ${image.name}]` : ''),
+ hasImage: !!image,
+ imageUrl: image?.dataUrl || null,
+ });
this.state.inputText = "";
+ this.state.pendingImage = null;
this.state.sending = true;
this.scrollToBottom();
+ this._startStatusPolling();
+
+ const chatPayload = {
+ session_id: this.sessionId,
+ message: text || "Please analyze the attached image.",
+ };
+ if (image) {
+ chatPayload.image = {
+ base64: image.base64,
+ media_type: image.mediaType,
+ name: image.name,
+ };
+ }
try {
- const result = await rpc("/fusion_accounting/chat", {
- session_id: this.sessionId,
- message: text,
- });
- if (result.text) {
- this.state.messages.push({ role: "assistant", content: result.text });
+ const result = await rpc("/fusion_accounting/chat", chatPayload);
+ this._stopStatusPolling();
+ if (result.text || (result.tool_calls_log && result.tool_calls_log.length)) {
+ this.state.messages.push({
+ role: "assistant",
+ content: result.text || "",
+ toolCalls: result.tool_calls_log || [],
+ // Attach server-side reconciliation data for direct rendering
+ reconciliationTable: result.reconciliation_table || null,
+ });
}
if (result.pending_approvals) {
this.state.pendingApprovals = result.pending_approvals;
}
} catch (e) {
+ this._stopStatusPolling();
this.state.messages.push({
role: "assistant",
content: `Error: ${e.message || "Something went wrong."}`,
});
}
this.state.sending = false;
- this.scrollToBottom();
+ this.scrollToNewReply();
}
/**
@@ -615,25 +1050,41 @@ export class FusionChatPanel extends Component {
create_rule: "Create Rules",
dismiss: "Dismiss",
submit_notes: "Submit Notes",
+ apply_match: "Apply Match",
};
const label = actionLabels[action] || action;
- // Build a structured message for the AI
- let parts = [`[TABLE_ACTION] source=${source_tool} action=${action}`];
- for (const row of rows) {
- const cellSummary = (row.cells || []).join(" | ");
- let line = `- Row #${row.id}: ${cellSummary}`;
- if (row.recommendation) {
- line += ` (AI suggested: ${row.recommendation.action} - ${row.recommendation.reason})`;
+ let message;
+ if (action === 'apply_match') {
+ // Reconciliation-specific format with AML IDs and custom amounts
+ const bankLineId = payload.bank_line_id || '';
+ const bankAmount = payload.bank_amount || 0;
+ const total = rows.reduce((s, r) => s + (r.apply_amount || 0), 0);
+ let parts = [`[TABLE_ACTION] source=${source_tool} action=apply_match`];
+ parts.push(`bank_line_id=${bankLineId} bank_amount=${bankAmount}`);
+ for (const row of rows) {
+ const tag = row.is_partial ? 'partial' : 'full';
+ parts.push(`- AML #${row.aml_id}: ${row.name} | apply=$${(row.apply_amount || 0).toFixed(2)} residual=$${(row.amount_residual || 0).toFixed(2)} (${tag})`);
}
- if (row.userNote) {
- line += ` [User note: ${row.userNote}]`;
+ parts.push(`Total: $${total.toFixed(2)} / Bank: $${bankAmount.toFixed(2)}`);
+ message = parts.join('\n');
+ } else {
+ // Standard interactive table format
+ let parts = [`[TABLE_ACTION] source=${source_tool} action=${action}`];
+ for (const row of rows) {
+ const cellSummary = (row.cells || []).join(" | ");
+ let line = `- Row #${row.id}: ${cellSummary}`;
+ if (row.recommendation) {
+ line += ` (AI suggested: ${row.recommendation.action} - ${row.recommendation.reason})`;
+ }
+ if (row.userNote) {
+ line += ` [User note: ${row.userNote}]`;
+ }
+ parts.push(line);
}
- parts.push(line);
+ message = parts.join('\n');
}
- const message = parts.join("\n");
-
// Show user what we're sending
this.state.messages.push({
role: "user",
@@ -641,26 +1092,38 @@ export class FusionChatPanel extends Component {
});
this.state.sending = true;
this.scrollToBottom();
+ this._startStatusPolling();
try {
const result = await rpc("/fusion_accounting/chat", {
session_id: this.sessionId,
message: message,
});
- if (result.text) {
- this.state.messages.push({ role: "assistant", content: result.text });
+ this._stopStatusPolling();
+ if (result.text || (result.tool_calls_log && result.tool_calls_log.length)) {
+ this.state.messages.push({
+ role: "assistant",
+ content: result.text || "",
+ toolCalls: result.tool_calls_log || [],
+ });
}
if (result.pending_approvals) {
this.state.pendingApprovals = result.pending_approvals;
}
} catch (e) {
+ this._stopStatusPolling();
this.state.messages.push({
role: "assistant",
content: `Error processing table action: ${e.message || "Something went wrong."}`,
});
}
this.state.sending = false;
- this.scrollToBottom();
+ this.scrollToNewReply();
+ }
+
+ sendStarter(text) {
+ this.state.inputText = text;
+ this.sendMessage();
}
onKeyDown(ev) {
@@ -670,6 +1133,33 @@ export class FusionChatPanel extends Component {
}
}
+ onPaste(ev) {
+ const items = ev.clipboardData?.items;
+ if (!items) return;
+ for (const item of items) {
+ if (item.type.startsWith('image/')) {
+ ev.preventDefault();
+ const file = item.getAsFile();
+ if (!file) return;
+ const reader = new FileReader();
+ reader.onload = () => {
+ const dataUrl = reader.result;
+ const match = dataUrl.match(/^data:(image\/[^;]+);base64,(.+)$/);
+ if (match) {
+ this.state.pendingImage = {
+ name: `screenshot-${Date.now()}.png`,
+ dataUrl,
+ base64: match[2],
+ mediaType: match[1],
+ };
+ }
+ };
+ reader.readAsDataURL(file);
+ return;
+ }
+ }
+ }
+
scrollToBottom() {
const el = this.messagesRef.el;
if (el) {
@@ -677,6 +1167,23 @@ export class FusionChatPanel extends Component {
}
}
+ scrollToNewReply() {
+ // Scroll so the TOP of the latest AI message is visible
+ const el = this.messagesRef.el;
+ if (!el) return;
+ setTimeout(() => {
+ const aiMsgs = el.querySelectorAll(".fusion_ai_msg");
+ if (aiMsgs.length) {
+ const last = aiMsgs[aiMsgs.length - 1];
+ // Scroll so the message top aligns near the top of the container
+ const offset = last.offsetTop - el.offsetTop - 8;
+ el.scrollTop = offset;
+ } else {
+ el.scrollTop = el.scrollHeight;
+ }
+ }, 120);
+ }
+
async onApprove(matchHistoryId) {
await rpc("/fusion_accounting/approve", { match_history_id: matchHistoryId });
this.state.pendingApprovals = this.state.pendingApprovals.filter(a => a.id !== matchHistoryId);
diff --git a/fusion_accounting/static/src/components/chat/chat_panel.xml b/fusion_accounting/static/src/components/chat/chat_panel.xml
index a460ba38..c9494473 100644
--- a/fusion_accounting/static/src/components/chat/chat_panel.xml
+++ b/fusion_accounting/static/src/components/chat/chat_panel.xml
@@ -66,10 +66,51 @@
-
-
-
-
+
+
- Amount: $
-
-
-
-
-
+ `;
+
+ // Header
+ h += `
';
+
+ // Search bar
+ h += '
';
+ return h;
+ }
+
+ _wireReconciliationEvents(container, tableData, key) {
+ const bankAmount = parseFloat(container.querySelector('.fusion_recon_table')?.dataset.bankAmount || '0');
+
+ const recalcTotal = () => {
+ let total = 0;
+ const checks = container.querySelectorAll('.recon-row-check:checked');
+ for (const cb of checks) {
+ const idx = parseInt(cb.dataset.idx);
+ const amtInput = container.querySelector(`.fusion_apply_amount[data-idx="${idx}"]`);
+ if (amtInput) total += parseFloat(amtInput.value) || 0;
+ }
+ total = Math.round(total * 100) / 100;
+ const totalEl = container.querySelector('.fusion_selected_total');
+ const badgeEl = container.querySelector('.fusion_remaining_badge');
+ const applyBtn = container.querySelector('.fusion_apply_match_btn');
+ if (totalEl) totalEl.textContent = `$${total.toFixed(2)}`;
+ const remaining = Math.round((bankAmount - total) * 100) / 100;
+ if (badgeEl) {
+ if (Math.abs(remaining) < 0.01) {
+ badgeEl.textContent = 'Balanced ✓';
+ badgeEl.className = 'fusion_remaining_badge badge ms-1 bg-success';
+ } else if (remaining > 0) {
+ badgeEl.textContent = `Remaining: $${remaining.toFixed(2)}`;
+ badgeEl.className = 'fusion_remaining_badge badge ms-1 bg-warning text-dark';
+ } else {
+ badgeEl.textContent = `Over: $${Math.abs(remaining).toFixed(2)}`;
+ badgeEl.className = 'fusion_remaining_badge badge ms-1 bg-danger';
+ }
+ }
+ if (applyBtn) applyBtn.disabled = total === 0;
+ };
+
+ // Select-all
+ const selectAll = container.querySelector('[data-action="recon-select-all"]');
+ if (selectAll) {
+ selectAll.addEventListener('change', () => {
+ for (const cb of container.querySelectorAll('.recon-row-check')) cb.checked = selectAll.checked;
+ recalcTotal();
+ });
+ }
+
+ // Row checkboxes
+ for (const cb of container.querySelectorAll('.recon-row-check')) {
+ cb.addEventListener('change', recalcTotal);
+ }
+
+ // Amount inputs
+ for (const inp of container.querySelectorAll('.fusion_apply_amount')) {
+ inp.addEventListener('input', () => {
+ const max = parseFloat(inp.dataset.max) || 0;
+ let val = parseFloat(inp.value) || 0;
+ if (val > max) { inp.value = max.toFixed(2); }
+ if (val < 0) { inp.value = '0.00'; }
+ recalcTotal();
+ });
+ }
+
+ // Apply Match button
+ const applyBtn = container.querySelector('.fusion_apply_match_btn');
+ if (applyBtn) {
+ applyBtn.addEventListener('click', () => {
+ const rows = this._collectReconciliationRows(container, tableData);
+ if (!rows.length) return;
+ const bankLineId = container.querySelector('.fusion_recon_table')?.dataset.bankLineId;
+ this.onTableAction({
+ action: 'apply_match',
+ source_tool: tableData.source_tool || 'suggest_bank_line_matches',
+ bank_line_id: bankLineId,
+ bank_amount: bankAmount,
+ rows,
+ });
+ });
+ }
+
+ // Search bar with debounce
+ const searchInput = container.querySelector('.fusion_match_search');
+ const resultsDiv = container.querySelector('.fusion_search_results');
+ let searchTimeout = null;
+ if (searchInput && resultsDiv) {
+ searchInput.addEventListener('input', () => {
+ clearTimeout(searchTimeout);
+ const q = searchInput.value.trim();
+ if (q.length < 2) { resultsDiv.classList.add('d-none'); return; }
+ searchTimeout = setTimeout(async () => {
+ try {
+ const data = await rpc('/fusion_accounting/search_matches', {
+ statement_line_id: parseInt(searchInput.dataset.lineId) || 0,
+ query: q,
+ });
+ this._renderSearchResults(resultsDiv, container, data.candidates || [], tableData, key);
+ } catch (e) {
+ resultsDiv.innerHTML = '`;
+ h += `
`;
+
+ // Table
+ h += '${this._esc(title)}`;
+ h += `${bankLine.direction || ''}
`;
+ h += `${bankLine.journal || ''}| '; + h += ' | Entry | '; + h += 'Type | '; + h += 'Partner | '; + h += 'Date | '; + h += 'Residual | '; + h += 'Apply | '; + h += 'Score | '; + h += '
|---|---|---|---|---|---|---|---|
| `; + h += ` | ${this._esc(c.name)}`;
+ if (c.ref) h += ` ${this._esc(c.ref)}`; + h += ` | `;
+ const typeClass = c.type === 'payment' ? 'bg-success-subtle text-success' : c.type === 'bill' ? 'bg-info-subtle text-info' : 'bg-primary-subtle text-primary';
+ h += `${this._esc(c.type || 'entry')} | `; + h += `${this._esc(c.partner)} | `; + h += `${this._esc(c.date)} | `; + h += `$${residual.toFixed(2)} | `; + h += ``; + h += ``; + h += ` | `; + h += `${score}`; + if (c.reasons) h += ` — ${this._esc(c.reasons)}`; + h += ` |
';
+ h += '
';
+
+ // Running total footer
+ h += '';
+ h += '';
+ h += ``;
+ h += '
';
+ h += ``;
+ h += '';
+ h += '
';
+
+ h += '';
+ h += '$0.00';
+ h += ` / Bank: $${bankAmount.toFixed(2)}`;
+ h += ' ';
+ h += '
';
+ h += `';
+ h += 'Search failed
';
+ resultsDiv.classList.remove('d-none');
+ }
+ }, 300);
+ });
+ }
+
+ // Initial total calculation
+ recalcTotal();
+ }
+
+ _renderSearchResults(resultsDiv, tableContainer, candidates, tableData, key) {
+ if (!candidates.length) {
+ resultsDiv.innerHTML = 'No matching entries found
';
+ resultsDiv.classList.remove('d-none');
+ return;
+ }
+ let h = '';
+ for (const c of candidates.slice(0, 8)) {
+ // Skip if already in the table
+ if (tableContainer.querySelector(`tr[data-aml-id="${c.aml_id}"]`)) continue;
+ h += ``;
+ }
+ h += '
';
+ resultsDiv.innerHTML = h;
+ resultsDiv.classList.remove('d-none');
+
+ // Wire add-on-click
+ for (const btn of resultsDiv.querySelectorAll('.fusion_search_result')) {
+ btn.addEventListener('click', () => {
+ const candidate = JSON.parse(btn.dataset.aml);
+ this._addRowToReconciliationTable(tableContainer, candidate, tableData);
+ resultsDiv.classList.add('d-none');
+ const searchInput = tableContainer.querySelector('.fusion_match_search');
+ if (searchInput) searchInput.value = '';
+ });
+ }
+ }
+
+ _addRowToReconciliationTable(container, candidate, tableData) {
+ const tbody = container.querySelector('tbody');
+ if (!tbody) return;
+ const rows = tableData.rows || [];
+ const idx = rows.length;
+ rows.push(candidate);
+ const residual = candidate.amount_residual || 0;
+
+ const tr = document.createElement('tr');
+ tr.dataset.rowIdx = idx;
+ tr.dataset.amlId = candidate.aml_id;
+ const cType = candidate.type || 'entry';
+ const cTypeClass = cType === 'payment' ? 'bg-success-subtle text-success' : cType === 'bill' ? 'bg-info-subtle text-info' : 'bg-primary-subtle text-primary';
+ tr.innerHTML = `
+ ' + this._esc(candidate.ref) + '' : ''}
-
-
@@ -78,7 +119,14 @@
@@ -88,59 +136,161 @@
Fusion AI
+
+
+
Ask me about your accounting data.
- I can help with bank reconciliation, tax analysis, AR/AP, auditing, and more.
+
+
+ What would you like to work on?
+
+
+
+
+
+
+
+
+
+
+
You
+
+
+
+
+ ![]()
+
+
+
+
+
+
+
+ s
+
+
+
+
+
+
+
+
+
+ —
+
+ (
+
+
+
+
-
+
Fusion AI
- Thinking...
+
+
+
+
+
+
+
+
+ Thinking...
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ —
+
+ (
+
+
-
- Pending Approvals (
diff --git a/fusion_accounting/static/src/components/dashboard/fusion_dashboard.js b/fusion_accounting/static/src/components/dashboard/fusion_dashboard.js
index 0e76658f..fc9fdd4e 100644
--- a/fusion_accounting/static/src/components/dashboard/fusion_dashboard.js
+++ b/fusion_accounting/static/src/components/dashboard/fusion_dashboard.js
@@ -36,12 +36,22 @@ export class FusionDashboard extends Component {
this.state.loading = false;
}
- async onCardClick(domain) {
- if (!this.state.chatSessionId) {
- const session = await rpc("/fusion_accounting/session/create", {
- context_domain: domain,
- });
- this.state.chatSessionId = session.session_id;
+ async onAttentionClick(domain, prompt) {
+ // Type the prompt into the chat input and send
+ if (!prompt) return;
+ const textarea = this.el?.querySelector('.fusion_chat_input textarea');
+ if (textarea) {
+ // Set value and trigger OWL's model update via input event
+ const nativeInputValueSetter = Object.getOwnPropertyDescriptor(
+ window.HTMLTextAreaElement.prototype, 'value'
+ ).set;
+ nativeInputValueSetter.call(textarea, prompt);
+ textarea.dispatchEvent(new Event('input', { bubbles: true }));
+ // Click send button
+ setTimeout(() => {
+ const sendBtn = this.el?.querySelector('.fusion_chat_input .btn-primary');
+ if (sendBtn) sendBtn.click();
+ }, 50);
}
}
@@ -52,27 +62,27 @@ export class FusionDashboard extends Component {
{
title: "Bank Reconciliation",
metric: `${d.bank_recon.count} unmatched`,
- subtext: `$${(d.bank_recon.amount || 0).toFixed(2)} total`,
+ subtext: `$${(d.bank_recon.amount || 0).toLocaleString('en-CA', {minimumFractionDigits: 0})} total`,
domain: "bank_reconciliation",
status: d.bank_recon.count === 0 ? "green" : d.bank_recon.count < 10 ? "yellow" : "red",
},
{
title: "AR Outstanding",
- metric: `$${(d.ar.total || 0).toFixed(2)}`,
+ metric: `$${Math.abs(d.ar.total || 0).toLocaleString('en-CA', {minimumFractionDigits: 0})}`,
subtext: `${d.ar.overdue_count} overdue`,
domain: "accounts_receivable",
status: d.ar.overdue_count === 0 ? "green" : d.ar.overdue_count < 5 ? "yellow" : "red",
},
{
title: "AP Due",
- metric: `$${(d.ap.total || 0).toFixed(2)}`,
+ metric: `$${(d.ap.total || 0).toLocaleString('en-CA', {minimumFractionDigits: 0})}`,
subtext: `${d.ap.due_this_week} due this week`,
domain: "accounts_payable",
status: d.ap.due_this_week === 0 ? "green" : "yellow",
},
{
title: "HST Balance",
- metric: `$${(d.hst.balance || 0).toFixed(2)}`,
+ metric: `$${(d.hst.balance || 0).toLocaleString('en-CA', {minimumFractionDigits: 0})}`,
subtext: d.hst.balance > 0 ? "Owing to CRA" : "Refund expected",
domain: "hst_management",
status: "blue",
diff --git a/fusion_accounting/static/src/components/dashboard/fusion_dashboard.xml b/fusion_accounting/static/src/components/dashboard/fusion_dashboard.xml
index 7278f6a4..81f5618a 100644
--- a/fusion_accounting/static/src/components/dashboard/fusion_dashboard.xml
+++ b/fusion_accounting/static/src/components/dashboard/fusion_dashboard.xml
@@ -2,29 +2,27 @@
+
-
+
+
+
+ s
+
-
-
+
+
+
+
| Type | +Details | +Amount | ++ |
|---|
+
+
+
+ ![]()
+
+
+
+
+
+ t-on-keydown="onKeyDown"
+ t-on-paste="onPaste"/>
+
-
-