changes

2026-04-02 23:40:34 -04:00
parent 1c560c6df2
commit 4cd7357aa0
73 changed files with 7076 additions and 0 deletions
--- a/fusion_accounting/models/accounting_rule.py
+++ b/fusion_accounting/models/accounting_rule.py
@@ -0,0 +1,120 @@
+import logging
+from odoo import models, fields, api
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionAccountingRule(models.Model):
+    _name = 'fusion.accounting.rule'
+    _description = 'Fusion Accounting Rule'
+    _order = 'sequence, id'
+    _inherit = ['mail.thread']
+
+    name = fields.Char(string='Name', required=True, tracking=True)
+    rule_type = fields.Selection(
+        selection=[
+            ('match', 'Match'),
+            ('classify', 'Classify'),
+            ('audit', 'Audit'),
+            ('fee', 'Fee'),
+            ('routing', 'Routing'),
+            ('followup', 'Follow-Up'),
+        ],
+        string='Type',
+        required=True,
+        tracking=True,
+    )
+    description = fields.Text(
+        string='Description',
+        help='Natural language description read by the AI.',
+    )
+    trigger_domain = fields.Text(
+        string='Trigger Domain (JSON)',
+        help='Odoo domain filter for matching records.',
+    )
+    match_logic = fields.Text(
+        string='Match Logic',
+        help='Natural language matching instructions for the AI.',
+    )
+    match_code = fields.Text(
+        string='Match Code (Python)',
+        help='Optional deterministic Python matching code.',
+    )
+    fee_account_id = fields.Many2one(
+        'account.account', string='Fee Account',
+    )
+    write_off_account_id = fields.Many2one(
+        'account.account', string='Write-Off Account',
+    )
+    approval_tier = fields.Selection(
+        selection=[('auto', 'Auto-Approved'), ('needs_approval', 'Needs Approval')],
+        string='Approval Tier',
+        default='needs_approval',
+        tracking=True,
+    )
+    created_by = fields.Selection(
+        selection=[('admin', 'Admin'), ('ai', 'AI')],
+        string='Created By',
+        default='admin',
+    )
+    confidence_score = fields.Float(
+        string='Confidence Score', digits=(3, 2), default=0.0,
+    )
+    total_uses = fields.Integer(string='Total Uses', default=0)
+    total_approved = fields.Integer(string='Total Approved', default=0)
+    total_rejected = fields.Integer(string='Total Rejected', default=0)
+    promotion_threshold = fields.Float(
+        string='Promotion Threshold', default=0.95,
+    )
+    min_sample_size = fields.Integer(string='Min Sample Size', default=30)
+    active = fields.Boolean(string='Active', default=True, tracking=True)
+    version = fields.Integer(string='Version', default=1)
+    parent_rule_id = fields.Many2one(
+        'fusion.accounting.rule', string='Previous Version',
+        ondelete='set null',
+    )
+    journal_ids = fields.Many2many(
+        'account.journal', string='Journals',
+    )
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+    sequence = fields.Integer(string='Sequence', default=10)
+    notes = fields.Text(string='Notes')
+
+    def _record_decision(self, approved=True):
+        for rec in self:
+            self.env.cr.execute("""
+                UPDATE fusion_accounting_rule
+                SET total_uses = total_uses + 1,
+                    total_approved = total_approved + %s,
+                    total_rejected = total_rejected + %s
+                WHERE id = %s
+                RETURNING total_uses, total_approved
+            """, (int(approved), int(not approved), rec.id))
+            row = self.env.cr.fetchone()
+            rec.invalidate_recordset(['total_uses', 'total_approved', 'total_rejected'])
+            if row and row[0] > 0:
+                rec.confidence_score = row[1] / row[0]
+            rec._check_promotion()
+
+    def _check_promotion(self):
+        for rec in self:
+            if (rec.approval_tier == 'needs_approval'
+                    and rec.total_uses >= rec.min_sample_size
+                    and rec.confidence_score >= rec.promotion_threshold):
+                rec.approval_tier = 'auto'
+                _logger.info(
+                    "Rule '%s' promoted to auto-approved (confidence=%.2f, uses=%d)",
+                    rec.name, rec.confidence_score, rec.total_uses,
+                )
+
+    def action_demote(self):
+        self.write({'approval_tier': 'needs_approval'})
+
+    def action_rollback(self):
+        for rec in self:
+            if rec.parent_rule_id:
+                rec.active = False
+                rec.parent_rule_id.active = True