changes

fusion_accounting/static/src/components/chat/approval_card.js

@@ -0,0 +1,20 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class FusionApprovalCard extends Component {
+    static template = "fusion_accounting.ApprovalCard";
+    static props = ["approval", "onApprove", "onReject"];
+
+    get confidencePercent() {
+        return Math.round((this.props.approval.confidence || 0) * 100);
+    }
+
+    approve() {
+        this.props.onApprove(this.props.approval.id);
+    }
+
+    reject() {
+        this.props.onReject(this.props.approval.id);
+    }
+}

fusion_accounting/static/src/components/chat/approval_card.xml

@@ -0,0 +1,29 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting.ApprovalCard">
+        <div class="fusion_approval_card card border-warning mb-2">
+            <div class="card-body p-2">
+                <div class="d-flex justify-content-between align-items-start mb-1">
+                    <strong t-esc="props.approval.tool_name"/>
+                    <span class="badge bg-warning text-dark">
+                        <t t-esc="confidencePercent"/>% conf
+                    </span>
+                </div>
+                <p class="small mb-1 text-muted" t-esc="props.approval.reasoning"/>
+                <t t-if="props.approval.amount">
+                    <p class="small mb-1">
+                        Amount: <strong>$<t t-esc="(props.approval.amount || 0).toFixed(2)"/></strong>
+                    </p>
+                </t>
+                <div class="d-flex gap-2">
+                    <button class="btn btn-success btn-sm flex-grow-1" t-on-click="approve">
+                        <i class="fa fa-check"/> Approve
+                    </button>
+                    <button class="btn btn-outline-danger btn-sm flex-grow-1" t-on-click="reject">
+                        <i class="fa fa-times"/> Reject
+                    </button>
+                </div>
+            </div>
+        </div>
+    </t>
+</templates>

fusion_accounting/static/src/components/chat/chat_panel.js

@@ -0,0 +1,304 @@
+/** @odoo-module **/
+
+import { Component, useState, useRef, onWillStart, onMounted, onPatched } from "@odoo/owl";
+import { rpc } from "@web/core/network/rpc";
+import { FusionApprovalCard } from "./approval_card";
+
+function mdToHtml(text) {
+    if (!text) return "";
+
+    // Split into lines for block-level processing
+    const lines = text.split("\n");
+    const output = [];
+    let inTable = false;
+    let tableHeader = false;
+    let inList = false;
+    let listType = null;
+
+    for (let i = 0; i < lines.length; i++) {
+        let line = lines[i];
+        const trimmed = line.trim();
+
+        // Close list if we're not in a list item anymore
+        if (inList && !trimmed.match(/^[-*]\s/) && !trimmed.match(/^\d+\.\s/) && trimmed !== "") {
+            output.push(listType === "ul" ? "</ul>" : "</ol>");
+            inList = false;
+            listType = null;
+        }
+
+        // Table row detection (line has at least 2 pipes)
+        const pipeCount = (trimmed.match(/\|/g) || []).length;
+        if (pipeCount >= 2 && trimmed.includes("|")) {
+            // Separator row (|---|---|)
+            if (/^[\s|:\-]+$/.test(trimmed)) {
+                tableHeader = true;
+                continue;
+            }
+
+            // Split cells
+            let cells = trimmed.split("|").map(c => c.trim());
+            // Remove empty first/last from leading/trailing pipes
+            if (cells[0] === "") cells.shift();
+            if (cells.length > 0 && cells[cells.length - 1] === "") cells.pop();
+
+            if (!inTable) {
+                output.push('<div class="table-responsive my-2"><table class="table table-sm table-bordered align-middle">');
+                inTable = true;
+                // First row is header
+                output.push("<thead><tr>");
+                cells.forEach(c => output.push(`<th class="px-2 py-1 fw-semibold">${inlineFormat(c)}</th>`));
+                output.push("</tr></thead><tbody>");
+                continue;
+            }
+
+            // Body row
+            output.push("<tr>");
+            cells.forEach(c => output.push(`<td class="px-2 py-1">${inlineFormat(c)}</td>`));
+            output.push("</tr>");
+            continue;
+        }
+
+        // Close table if we were in one
+        if (inTable) {
+            output.push("</tbody></table></div>");
+            inTable = false;
+            tableHeader = false;
+        }
+
+        // Empty line
+        if (trimmed === "") {
+            output.push("");
+            continue;
+        }
+
+        // Headers
+        const headerMatch = trimmed.match(/^(#{1,5})\s+(.+)$/);
+        if (headerMatch) {
+            const level = Math.min(headerMatch[1].length + 2, 6); // ## -> h4, ### -> h5
+            output.push(`<h${level} class="mt-3 mb-1">${inlineFormat(headerMatch[2])}</h${level}>`);
+            continue;
+        }
+
+        // Horizontal rule
+        if (/^[-*_]{3,}$/.test(trimmed)) {
+            output.push('<hr class="my-2"/>');
+            continue;
+        }
+
+        // Unordered list
+        const ulMatch = trimmed.match(/^[-*]\s+(.+)$/);
+        if (ulMatch) {
+            if (!inList || listType !== "ul") {
+                if (inList) output.push(listType === "ul" ? "</ul>" : "</ol>");
+                output.push('<ul class="mb-1">');
+                inList = true;
+                listType = "ul";
+            }
+            output.push(`<li>${inlineFormat(ulMatch[1])}</li>`);
+            continue;
+        }
+
+        // Ordered list
+        const olMatch = trimmed.match(/^\d+\.\s+(.+)$/);
+        if (olMatch) {
+            if (!inList || listType !== "ol") {
+                if (inList) output.push(listType === "ul" ? "</ul>" : "</ol>");
+                output.push('<ol class="mb-1">');
+                inList = true;
+                listType = "ol";
+            }
+            output.push(`<li>${inlineFormat(olMatch[1])}</li>`);
+            continue;
+        }
+
+        // Regular paragraph
+        output.push(`<p class="mb-1">${inlineFormat(trimmed)}</p>`);
+    }
+
+    // Close open elements
+    if (inTable) output.push("</tbody></table></div>");
+    if (inList) output.push(listType === "ul" ? "</ul>" : "</ol>");
+
+    return output.join("\n");
+}
+
+function inlineFormat(text) {
+    if (!text) return "";
+    return text
+        // Escape HTML entities
+        .replace(/&/g, "&amp;")
+        .replace(/</g, "&lt;")
+        .replace(/>/g, "&gt;")
+        // Bold + italic
+        .replace(/\*\*\*(.+?)\*\*\*/g, '<strong><em>$1</em></strong>')
+        .replace(/\*\*(.+?)\*\*/g, '<strong>$1</strong>')
+        .replace(/\*(.+?)\*/g, '<em>$1</em>')
+        // Inline code
+        .replace(/`([^`]+)`/g, '<code>$1</code>')
+        // Links [text](url)
+        .replace(/\[([^\]]+)\]\(([^)]+)\)/g, '<a href="$2" target="_blank">$1</a>')
+        // Odoo record links #model,id
+        .replace(/#([\w.]+),(\d+)/g, '<a href="/odoo/$1/$2" class="badge text-bg-primary text-decoration-none">$1#$2</a>');
+}
+
+
+export class FusionChatPanel extends Component {
+    static template = "fusion_accounting.ChatPanel";
+    static components = { FusionApprovalCard };
+    static props = ["sessionId?"];
+
+    setup() {
+        this.inputRef = useRef("chatInput");
+        this.messagesRef = useRef("messages");
+        this.state = useState({
+            messages: [],
+            pendingApprovals: [],
+            inputText: "",
+            sending: false,
+            loading: true,
+            internalSessionId: null,
+            sessionName: null,
+        });
+
+        onWillStart(async () => {
+            await this.loadLatestSession();
+        });
+
+        onMounted(() => {
+            this._renderRichMessages();
+        });
+
+        onPatched(() => {
+            this._renderRichMessages();
+        });
+    }
+
+    _renderRichMessages() {
+        const container = this.messagesRef.el;
+        if (!container) return;
+        const richDivs = container.querySelectorAll(".fusion_rich_slot[data-idx]");
+        for (const div of richDivs) {
+            const idx = parseInt(div.dataset.idx);
+            const msg = this.state.messages[idx];
+            if (msg && msg.role === "assistant" && msg.content) {
+                const html = mdToHtml(msg.content);
+                if (div.innerHTML !== html) {
+                    div.innerHTML = html;
+                }
+            }
+        }
+    }
+
+    get sessionId() {
+        return this.state.internalSessionId || this.props.sessionId;
+    }
+
+    async loadLatestSession() {
+        this.state.loading = true;
+        try {
+            const data = await rpc("/fusion_accounting/session/latest", {});
+            if (data.session_id) {
+                this.state.internalSessionId = data.session_id;
+                this.state.messages = data.messages || [];
+                this.state.sessionName = data.name;
+            }
+        } catch (e) {
+            console.error("Failed to load session:", e);
+        }
+        this.state.loading = false;
+        this.scrollToBottom();
+    }
+
+    async onNewChat() {
+        if (this.sessionId) {
+            try {
+                await rpc("/fusion_accounting/session/close", { session_id: this.sessionId });
+            } catch (e) { /* not critical */ }
+        }
+        const session = await rpc("/fusion_accounting/session/create", {});
+        this.state.internalSessionId = session.session_id;
+        this.state.sessionName = session.name;
+        this.state.messages = [];
+        this.state.pendingApprovals = [];
+    }
+
+    async sendMessage() {
+        const text = this.state.inputText.trim();
+        if (!text || this.state.sending) return;
+
+        if (!this.sessionId) {
+            const session = await rpc("/fusion_accounting/session/create", {});
+            this.state.internalSessionId = session.session_id;
+            this.state.sessionName = session.name;
+        }
+
+        this.state.messages.push({ role: "user", content: text });
+        this.state.inputText = "";
+        this.state.sending = true;
+        this.scrollToBottom();
+
+        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 });
+            }
+            if (result.pending_approvals) {
+                this.state.pendingApprovals = result.pending_approvals;
+            }
+        } catch (e) {
+            this.state.messages.push({
+                role: "assistant",
+                content: `Error: ${e.message || "Something went wrong."}`,
+            });
+        }
+        this.state.sending = false;
+        this.scrollToBottom();
+    }
+
+    onKeyDown(ev) {
+        if (ev.key === "Enter" && !ev.shiftKey) {
+            ev.preventDefault();
+            this.sendMessage();
+        }
+    }
+
+    scrollToBottom() {
+        const el = this.messagesRef.el;
+        if (el) {
+            setTimeout(() => { el.scrollTop = el.scrollHeight; }, 100);
+        }
+    }
+
+    async onApprove(matchHistoryId) {
+        await rpc("/fusion_accounting/approve", { match_history_id: matchHistoryId });
+        this.state.pendingApprovals = this.state.pendingApprovals.filter(a => a.id !== matchHistoryId);
+        this.state.messages.push({ role: "assistant", content: "Action approved and executed." });
+    }
+
+    async onReject(matchHistoryId) {
+        await rpc("/fusion_accounting/reject", { match_history_id: matchHistoryId, reason: "User rejected" });
+        this.state.pendingApprovals = this.state.pendingApprovals.filter(a => a.id !== matchHistoryId);
+        this.state.messages.push({ role: "assistant", content: "Action rejected." });
+    }
+
+    async onApproveAll() {
+        const ids = this.state.pendingApprovals.map(a => a.id);
+        if (!ids.length) return;
+        await rpc("/fusion_accounting/approve_all", { match_history_ids: ids });
+        const count = this.state.pendingApprovals.length;
+        this.state.pendingApprovals = [];
+        this.state.messages.push({ role: "assistant", content: `${count} actions approved and executed.` });
+    }
+
+    async onRejectAll() {
+        const ids = this.state.pendingApprovals.map(a => a.id);
+        if (!ids.length) return;
+        await rpc("/fusion_accounting/reject_all", { match_history_ids: ids, reason: "Batch rejected" });
+        const count = this.state.pendingApprovals.length;
+        this.state.pendingApprovals = [];
+        this.state.messages.push({ role: "assistant", content: `${count} actions rejected.` });
+    }
+}

fusion_accounting/static/src/components/chat/chat_panel.xml

@@ -0,0 +1,103 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting.ChatPanel">
+        <div class="fusion_chat_panel card h-100 d-flex flex-column">
+            <div class="card-header d-flex justify-content-between align-items-center py-2">
+                <div>
+                    <h5 class="mb-0 d-inline"><i class="fa fa-comments-o me-2"/>Fusion AI</h5>
+                    <small class="text-muted ms-2" t-if="state.sessionName" t-esc="state.sessionName"/>
+                </div>
+                <button class="btn btn-outline-secondary btn-sm" t-on-click="onNewChat"
+                        title="Start a new conversation">
+                    <i class="fa fa-plus me-1"/>New Chat
+                </button>
+            </div>
+
+            <!-- Messages -->
+            <div class="fusion_chat_messages flex-grow-1 overflow-auto p-3" t-ref="messages">
+                <t t-if="state.loading">
+                    <div class="text-center text-muted py-4">
+                        <i class="fa fa-spinner fa-spin fa-2x"/>
+                        <p class="mt-2">Loading conversation...</p>
+                    </div>
+                </t>
+                <t t-elif="state.messages.length === 0">
+                    <div class="text-center text-muted py-4">
+                        <i class="fa fa-robot fa-3x mb-3 d-block"/>
+                        <p>Ask me about your accounting data.<br/>
+                        I can help with bank reconciliation, tax analysis, AR/AP, auditing, and more.</p>
+                    </div>
+                </t>
+                <t t-foreach="state.messages" t-as="msg" t-key="msg_index">
+                    <!-- User message -->
+                    <t t-if="msg.role === 'user'">
+                        <div class="fusion_chat_msg mb-2 p-2 rounded bg-primary-subtle ms-4">
+                            <small class="text-muted d-block mb-1">
+                                <i class="fa fa-user me-1"/>You
+                            </small>
+                            <span style="white-space: pre-wrap;" t-esc="msg.content"/>
+                        </div>
+                    </t>
+                    <!-- AI message — rich HTML rendered via onPatched -->
+                    <t t-else="">
+                        <div class="fusion_chat_msg fusion_ai_msg mb-3 p-3 rounded me-4">
+                            <small class="text-muted d-block mb-2">
+                                <i class="fa fa-robot me-1"/>Fusion AI
+                            </small>
+                            <div class="fusion_rich_content fusion_rich_slot"
+                                 t-att-data-idx="msg_index"/>
+                        </div>
+                    </t>
+                </t>
+                <t t-if="state.sending">
+                    <div class="fusion_ai_msg rounded p-3 me-4 mb-2">
+                        <small class="text-muted d-block mb-1">
+                            <i class="fa fa-robot me-1"/>Fusion AI
+                        </small>
+                        <i class="fa fa-spinner fa-spin me-1"/> Thinking...
+                    </div>
+                </t>
+            </div>
+
+            <!-- Pending Approvals -->
+            <t t-if="state.pendingApprovals.length > 0">
+                <div class="border-top p-2">
+                    <div class="d-flex justify-content-between align-items-center mb-1">
+                        <small class="text-muted">Pending Approvals (<t t-esc="state.pendingApprovals.length"/>):</small>
+                        <div class="d-flex gap-1" t-if="state.pendingApprovals.length > 1">
+                            <button class="btn btn-success btn-sm" t-on-click="onApproveAll">
+                                <i class="fa fa-check-double"/> Approve All
+                            </button>
+                            <button class="btn btn-outline-danger btn-sm" t-on-click="onRejectAll">
+                                Reject All
+                            </button>
+                        </div>
+                    </div>
+                    <t t-foreach="state.pendingApprovals" t-as="approval" t-key="approval.id">
+                        <FusionApprovalCard
+                            approval="approval"
+                            onApprove.bind="onApprove"
+                            onReject.bind="onReject"/>
+                    </t>
+                </div>
+            </t>
+
+            <!-- Input -->
+            <div class="fusion_chat_input border-top p-2">
+                <div class="input-group">
+                    <textarea
+                        t-ref="chatInput"
+                        class="form-control form-control-sm"
+                        placeholder="Ask Fusion AI..."
+                        rows="2"
+                        t-model="state.inputText"
+                        t-on-keydown="onKeyDown"/>
+                    <button class="btn btn-primary btn-sm" t-on-click="sendMessage"
+                            t-att-disabled="state.sending">
+                        <i class="fa fa-paper-plane"/>
+                    </button>
+                </div>
+            </div>
+        </div>
+    </t>
+</templates>

fusion_accounting/static/src/components/dashboard/fusion_dashboard.js

@@ -0,0 +1,98 @@
+/** @odoo-module **/
+
+import { Component, useState, onWillStart } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { useService } from "@web/core/utils/hooks";
+import { rpc } from "@web/core/network/rpc";
+import { FusionHealthCard } from "./health_card";
+import { FusionChatPanel } from "../chat/chat_panel";
+
+export class FusionDashboard extends Component {
+    static template = "fusion_accounting.Dashboard";
+    static components = { FusionHealthCard, FusionChatPanel };
+    static props = ["*"];
+
+    setup() {
+        this.action = useService("action");
+        this.state = useState({
+            data: null,
+            loading: true,
+            chatSessionId: null,
+        });
+
+        onWillStart(async () => {
+            await this.loadDashboard();
+        });
+    }
+
+    async loadDashboard() {
+        this.state.loading = true;
+        try {
+            this.state.data = await rpc("/fusion_accounting/dashboard/data");
+        } catch (e) {
+            console.error("Dashboard load error:", e);
+            this.state.data = null;
+        }
+        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;
+        }
+    }
+
+    get cards() {
+        if (!this.state.data) return [];
+        const d = this.state.data;
+        return [
+            {
+                title: "Bank Reconciliation",
+                metric: `${d.bank_recon.count} unmatched`,
+                subtext: `$${(d.bank_recon.amount || 0).toFixed(2)} total`,
+                domain: "bank_reconciliation",
+                status: d.bank_recon.count === 0 ? "green" : d.bank_recon.count < 10 ? "yellow" : "red",
+            },
+            {
+                title: "AR Outstanding",
+                metric: `$${(d.ar.total || 0).toFixed(2)}`,
+                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: `$${(d.ap.total || 0).toFixed(2)}`,
+                subtext: `${d.ap.due_this_week} due this week`,
+                domain: "accounts_payable",
+                status: d.ap.due_this_week === 0 ? "green" : "yellow",
+            },
+            {
+                title: "HST Balance",
+                metric: `$${(d.hst.balance || 0).toFixed(2)}`,
+                subtext: d.hst.balance > 0 ? "Owing to CRA" : "Refund expected",
+                domain: "hst_management",
+                status: "blue",
+            },
+            {
+                title: "Audit Score",
+                metric: `${d.audit.score}/100`,
+                subtext: `${d.audit.flags} flags`,
+                domain: "audit",
+                status: d.audit.score >= 80 ? "green" : d.audit.score >= 60 ? "yellow" : "red",
+            },
+            {
+                title: "Month-End",
+                metric: d.month_end.status,
+                subtext: `${d.month_end.open_items} open items`,
+                domain: "month_end",
+                status: d.month_end.open_items === 0 ? "green" : "yellow",
+            },
+        ];
+    }
+}
+
+registry.category("actions").add("fusion_accounting.dashboard", FusionDashboard);

fusion_accounting/static/src/components/dashboard/fusion_dashboard.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting.Dashboard">
+        <div class="o_action fusion_accounting_dashboard">
+            <div class="fusion_dashboard_header d-flex justify-content-between align-items-center p-3">
+                <h2 class="mb-0">Fusion AI Dashboard</h2>
+                <button class="btn btn-outline-primary btn-sm" t-on-click="loadDashboard">
+                    <i class="fa fa-refresh"/> Refresh
+                </button>
+            </div>
+
+            <t t-if="state.loading">
+                <div class="text-center p-5">
+                    <i class="fa fa-spinner fa-spin fa-2x"/>
+                    <p class="mt-2">Loading dashboard...</p>
+                </div>
+            </t>
+
+            <t t-else="">
+                <!-- Health Cards -->
+                <div class="fusion_health_cards d-flex flex-wrap gap-3 p-3">
+                    <t t-foreach="cards" t-as="card" t-key="card.domain">
+                        <FusionHealthCard
+                            title="card.title"
+                            metric="card.metric"
+                            subtext="card.subtext"
+                            status="card.status"
+                            domain="card.domain"
+                            onCardClick.bind="onCardClick"/>
+                    </t>
+                </div>
+
+                <!-- Action Centre + Chat -->
+                <div class="d-flex gap-3 p-3" style="min-height: 500px;">
+                    <!-- Action Centre -->
+                    <div class="flex-grow-1">
+                        <div class="card h-100">
+                            <div class="card-header">
+                                <h5 class="mb-0">Needs Attention</h5>
+                            </div>
+                            <div class="card-body overflow-auto">
+                                <p class="text-muted">AI-prioritised items will appear here after the first audit scan.</p>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Chat Panel (720px = original 400 + 80%) -->
+                    <div style="width: 720px; min-width: 600px;">
+                        <FusionChatPanel sessionId="state.chatSessionId"/>
+                    </div>
+                </div>
+            </t>
+        </div>
+    </t>
+</templates>

fusion_accounting/static/src/components/dashboard/health_card.js

@@ -0,0 +1,22 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class FusionHealthCard extends Component {
+    static template = "fusion_accounting.HealthCard";
+    static props = ["title", "metric", "subtext", "status", "domain", "onCardClick"];
+
+    get statusClass() {
+        const map = {
+            green: "bg-success-subtle border-success",
+            yellow: "bg-warning-subtle border-warning",
+            red: "bg-danger-subtle border-danger",
+            blue: "bg-info-subtle border-info",
+        };
+        return map[this.props.status] || "bg-light";
+    }
+
+    onClick() {
+        this.props.onCardClick(this.props.domain);
+    }
+}

fusion_accounting/static/src/components/dashboard/health_card.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting.HealthCard">
+        <div class="fusion_health_card card border-2 cursor-pointer"
+             t-attf-class="{{statusClass}}"
+             style="min-width: 180px; flex: 1;"
+             t-on-click="onClick">
+            <div class="card-body text-center p-3">
+                <h6 class="card-title text-muted mb-1" t-esc="props.title"/>
+                <h3 class="mb-1" t-esc="props.metric"/>
+                <small class="text-muted" t-esc="props.subtext"/>
+            </div>
+        </div>
+    </t>
+</templates>