changes
This commit is contained in:
gsinghpal
49
fusion_accounting/views/config_views.xml
Normal file
49
fusion_accounting/views/config_views.xml
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@@ -0,0 +1,49 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="res_config_settings_view_form_fusion_accounting" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.fusion.accounting</field>
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<field name="model">res.config.settings</field>
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<field name="inherit_id" ref="account.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//app[@name='account']" position="inside">
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<block title="Fusion AI" name="fusion_ai_settings">
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<setting string="AI Provider" help="Select the AI provider for Fusion Accounting.">
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<field name="fusion_ai_provider" widget="radio"/>
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</setting>
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<setting string="Anthropic API Key" help="API key for Anthropic Claude. Leave blank if using Fusion API module.">
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<field name="fusion_anthropic_api_key" password="True"/>
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</setting>
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<setting string="OpenAI API Key" help="API key for OpenAI GPT. Leave blank if using Fusion API module.">
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<field name="fusion_openai_api_key" password="True"/>
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</setting>
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<setting string="Claude Model" help="The Anthropic Claude model to use for conversations.">
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<field name="fusion_claude_model"/>
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</setting>
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<setting string="OpenAI Model" help="The OpenAI model to use for conversations.">
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<field name="fusion_openai_model"/>
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</setting>
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</block>
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<block title="Fusion AI Behaviour" name="fusion_ai_behaviour">
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<setting string="Tier 3 Promotion Threshold" help="Accuracy threshold (0.0 - 1.0) for promoting Tier 3 tools to auto-approved.">
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<field name="fusion_tier3_threshold"/>
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</setting>
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<setting string="Tier 3 Minimum Sample Size" help="Minimum decisions before promotion is considered.">
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<field name="fusion_tier3_min_sample"/>
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</setting>
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<setting string="Audit Scan Frequency" help="How often the automated audit scan runs.">
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<field name="fusion_audit_cron_frequency"/>
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</setting>
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<setting string="Match History in Prompt" help="Number of recent match history records to include in AI prompt context.">
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<field name="fusion_history_in_prompt"/>
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</setting>
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<setting string="Max Tool Calls Per Turn" help="Maximum number of tool calls the AI can make in a single conversation turn.">
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<field name="fusion_max_tool_calls"/>
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</setting>
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<setting string="Post-Action Audit Hook" help="Run audit checks automatically after journal entries are posted.">
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<field name="fusion_enable_post_audit"/>
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</setting>
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</block>
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</xpath>
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</field>
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</record>
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</odoo>
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8
fusion_accounting/views/dashboard_views.xml
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8
fusion_accounting/views/dashboard_views.xml
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Client Action for OWL Dashboard -->
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<record id="action_fusion_dashboard" model="ir.actions.client">
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<field name="name">Fusion AI Dashboard</field>
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<field name="tag">fusion_accounting.dashboard</field>
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</record>
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</odoo>
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97
fusion_accounting/views/match_history_views.xml
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97
fusion_accounting/views/match_history_views.xml
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@@ -0,0 +1,97 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_fusion_history_list" model="ir.ui.view">
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<field name="name">fusion.accounting.match.history.list</field>
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<field name="model">fusion.accounting.match.history</field>
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<field name="arch" type="xml">
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<list string="Match History">
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<field name="proposed_at"/>
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<field name="tool_name"/>
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<field name="decision" widget="badge"
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decoration-success="decision == 'approved'"
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decoration-danger="decision == 'rejected'"
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decoration-warning="decision == 'pending'"
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decoration-info="decision == 'auto'"/>
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<field name="ai_confidence" widget="progressbar"/>
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<field name="amount"/>
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<field name="partner_id"/>
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<field name="decided_by"/>
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<field name="decided_at"/>
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</list>
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</field>
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</record>
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<record id="view_fusion_history_form" model="ir.ui.view">
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<field name="name">fusion.accounting.match.history.form</field>
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<field name="model">fusion.accounting.match.history</field>
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<field name="arch" type="xml">
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<form string="Match History">
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<header>
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<button name="action_approve" string="Approve" type="object"
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class="btn-primary" invisible="decision != 'pending'"
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groups="fusion_accounting.group_fusion_accounting_manager"/>
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<button name="action_reject" string="Reject" type="object"
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class="btn-danger" invisible="decision != 'pending'"
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groups="fusion_accounting.group_fusion_accounting_manager"/>
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</header>
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<sheet>
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<group>
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<group>
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<field name="tool_name"/>
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<field name="decision"/>
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<field name="ai_confidence"/>
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<field name="amount"/>
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<field name="partner_id"/>
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</group>
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<group>
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<field name="session_id"/>
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<field name="rule_id"/>
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<field name="proposed_at"/>
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<field name="decided_at"/>
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<field name="decided_by"/>
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</group>
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</group>
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<group string="AI Details">
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<field name="ai_reasoning"/>
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<field name="tool_params"/>
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<field name="tool_result"/>
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</group>
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<group string="Correction" invisible="decision != 'rejected'">
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<field name="rejection_reason"/>
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<field name="correct_action"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="view_fusion_history_search" model="ir.ui.view">
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<field name="name">fusion.accounting.match.history.search</field>
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<field name="model">fusion.accounting.match.history</field>
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<field name="arch" type="xml">
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<search>
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<field name="tool_name"/>
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<field name="partner_id"/>
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<filter name="pending" string="Pending" domain="[('decision', '=', 'pending')]"/>
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<filter name="approved" string="Approved" domain="[('decision', '=', 'approved')]"/>
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<filter name="rejected" string="Rejected" domain="[('decision', '=', 'rejected')]"/>
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<separator/>
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<group>
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<filter name="group_tool" string="Tool" domain="[]" context="{'group_by': 'tool_name'}"/>
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<filter name="group_decision" string="Decision" domain="[]" context="{'group_by': 'decision'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_fusion_history" model="ir.actions.act_window">
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<field name="name">Match History</field>
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<field name="res_model">fusion.accounting.match.history</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_fusion_history_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">No match history yet</p>
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<p>AI tool calls and their outcomes will appear here.</p>
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</field>
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</record>
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</odoo>
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46
fusion_accounting/views/menus.xml
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46
fusion_accounting/views/menus.xml
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@@ -0,0 +1,46 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Root menu under Accounting (account_accountant uses accountant.menu_accounting) -->
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<menuitem id="menu_fusion_accounting_root"
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name="Fusion AI"
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parent="accountant.menu_accounting"
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sequence="8"
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groups="group_fusion_accounting_user"/>
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<!-- Dashboard -->
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<menuitem id="menu_fusion_dashboard"
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name="Dashboard"
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parent="menu_fusion_accounting_root"
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action="action_fusion_dashboard"
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sequence="10"/>
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<!-- Sessions -->
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<menuitem id="menu_fusion_sessions"
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name="AI Sessions"
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parent="menu_fusion_accounting_root"
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action="action_fusion_session"
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sequence="20"/>
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<!-- Match History -->
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<menuitem id="menu_fusion_history"
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name="Match History"
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parent="menu_fusion_accounting_root"
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action="action_fusion_history"
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sequence="30"/>
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<!-- Rules -->
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<menuitem id="menu_fusion_rules"
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name="Fusion Rules"
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parent="menu_fusion_accounting_root"
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action="action_fusion_rule"
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sequence="40"
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groups="group_fusion_accounting_manager"/>
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<!-- Configuration (link to settings) -->
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<menuitem id="menu_fusion_config"
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name="Configuration"
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parent="menu_fusion_accounting_root"
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action="account.action_account_config"
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sequence="90"
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groups="group_fusion_accounting_admin"/>
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</odoo>
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113
fusion_accounting/views/rule_views.xml
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113
fusion_accounting/views/rule_views.xml
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@@ -0,0 +1,113 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_fusion_rule_list" model="ir.ui.view">
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<field name="name">fusion.accounting.rule.list</field>
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<field name="model">fusion.accounting.rule</field>
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<field name="arch" type="xml">
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<list string="Fusion Rules">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="rule_type" widget="badge"/>
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<field name="approval_tier" widget="badge"
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decoration-success="approval_tier == 'auto'"
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decoration-warning="approval_tier == 'needs_approval'"/>
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<field name="created_by"/>
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<field name="confidence_score" widget="progressbar"/>
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<field name="total_uses"/>
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<field name="active"/>
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</list>
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</field>
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</record>
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<record id="view_fusion_rule_form" model="ir.ui.view">
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<field name="name">fusion.accounting.rule.form</field>
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<field name="model">fusion.accounting.rule</field>
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<field name="arch" type="xml">
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<form string="Fusion Rule">
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<header>
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<button name="action_demote" string="Demote to Needs Approval" type="object"
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class="btn-warning" invisible="approval_tier != 'auto'"
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groups="fusion_accounting.group_fusion_accounting_admin"/>
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<button name="action_rollback" string="Rollback to Previous Version" type="object"
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class="btn-secondary" invisible="not parent_rule_id"
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groups="fusion_accounting.group_fusion_accounting_admin"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1><field name="name" placeholder="Rule Name"/></h1>
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</div>
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<group>
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<group>
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<field name="rule_type"/>
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<field name="approval_tier"/>
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<field name="created_by"/>
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<field name="version"/>
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<field name="parent_rule_id"/>
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</group>
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<group>
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<field name="confidence_score" widget="progressbar"/>
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<field name="total_uses"/>
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<field name="total_approved"/>
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<field name="total_rejected"/>
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<field name="promotion_threshold"/>
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<field name="min_sample_size"/>
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</group>
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</group>
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<notebook>
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<page string="Logic" name="logic">
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<group>
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<field name="description"/>
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<field name="match_logic"/>
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<field name="trigger_domain"/>
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<field name="match_code"/>
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</group>
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</page>
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<page string="Accounts" name="accounts">
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<group>
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<field name="fee_account_id"/>
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<field name="write_off_account_id"/>
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<field name="journal_ids" widget="many2many_tags"/>
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</group>
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</page>
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<page string="Notes" name="notes">
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<field name="notes"/>
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</page>
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</notebook>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<record id="view_fusion_rule_search" model="ir.ui.view">
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<field name="name">fusion.accounting.rule.search</field>
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<field name="model">fusion.accounting.rule</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="rule_type"/>
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<filter name="active" string="Active" domain="[('active', '=', True)]"/>
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<filter name="auto" string="Auto-Approved" domain="[('approval_tier', '=', 'auto')]"/>
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<filter name="admin_created" string="Admin Created" domain="[('created_by', '=', 'admin')]"/>
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<filter name="ai_created" string="AI Created" domain="[('created_by', '=', 'ai')]"/>
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<separator/>
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<group>
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<filter name="group_type" string="Type" domain="[]" context="{'group_by': 'rule_type'}"/>
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<filter name="group_tier" string="Approval Tier" domain="[]" context="{'group_by': 'approval_tier'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_fusion_rule" model="ir.actions.act_window">
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<field name="name">Fusion Rules</field>
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<field name="res_model">fusion.accounting.rule</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_fusion_rule_search"/>
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<field name="context">{'search_default_active': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">No rules defined yet</p>
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<p>Create rules to teach the AI your accounting patterns.</p>
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</field>
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</record>
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</odoo>
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105
fusion_accounting/views/session_views.xml
Normal file
105
fusion_accounting/views/session_views.xml
Normal file
@@ -0,0 +1,105 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Session List View -->
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<record id="view_fusion_session_list" model="ir.ui.view">
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<field name="name">fusion.accounting.session.list</field>
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<field name="model">fusion.accounting.session</field>
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<field name="arch" type="xml">
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<list string="AI Sessions">
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<field name="name"/>
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<field name="user_id"/>
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<field name="state" widget="badge" decoration-success="state == 'active'" decoration-muted="state == 'closed'"/>
|
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<field name="ai_provider"/>
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<field name="ai_model"/>
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<field name="tool_call_count"/>
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<field name="create_date"/>
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</list>
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</field>
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</record>
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<!-- Session Form View (with basic chat) -->
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<record id="view_fusion_session_form" model="ir.ui.view">
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<field name="name">fusion.accounting.session.form</field>
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<field name="model">fusion.accounting.session</field>
|
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<field name="arch" type="xml">
|
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<form string="AI Session">
|
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<header>
|
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<button name="action_close_session" string="Close Session" type="object"
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class="btn-secondary" invisible="state == 'closed'"/>
|
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<field name="state" widget="statusbar" statusbar_visible="active,closed"/>
|
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</header>
|
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<sheet>
|
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<group>
|
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<group>
|
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<field name="name"/>
|
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<field name="user_id"/>
|
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<field name="context_domain"/>
|
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</group>
|
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<group>
|
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<field name="ai_provider"/>
|
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<field name="ai_model"/>
|
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<field name="tool_call_count"/>
|
||||
<field name="token_count_in"/>
|
||||
<field name="token_count_out"/>
|
||||
</group>
|
||||
</group>
|
||||
<notebook>
|
||||
<page string="Conversation" name="conversation">
|
||||
<field name="message_ids_json" widget="text" readonly="1"/>
|
||||
</page>
|
||||
<page string="Match History" name="history">
|
||||
<field name="match_history_ids">
|
||||
<list>
|
||||
<field name="tool_name"/>
|
||||
<field name="decision" widget="badge"
|
||||
decoration-success="decision == 'approved'"
|
||||
decoration-danger="decision == 'rejected'"
|
||||
decoration-warning="decision == 'pending'"
|
||||
decoration-info="decision == 'auto'"/>
|
||||
<field name="ai_confidence" widget="progressbar"/>
|
||||
<field name="amount"/>
|
||||
<field name="proposed_at"/>
|
||||
</list>
|
||||
</field>
|
||||
</page>
|
||||
</notebook>
|
||||
</sheet>
|
||||
<chatter/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Session Search View -->
|
||||
<record id="view_fusion_session_search" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.session.search</field>
|
||||
<field name="model">fusion.accounting.session</field>
|
||||
<field name="arch" type="xml">
|
||||
<search>
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<filter name="active" string="Active" domain="[('state', '=', 'active')]"/>
|
||||
<filter name="closed" string="Closed" domain="[('state', '=', 'closed')]"/>
|
||||
<separator/>
|
||||
<group>
|
||||
<filter name="group_user" string="User" domain="[]" context="{'group_by': 'user_id'}"/>
|
||||
<filter name="group_state" string="Status" domain="[]" context="{'group_by': 'state'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Session Action -->
|
||||
<record id="action_fusion_session" model="ir.actions.act_window">
|
||||
<field name="name">AI Sessions</field>
|
||||
<field name="res_model">fusion.accounting.session</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="search_view_id" ref="view_fusion_session_search"/>
|
||||
<field name="context">{'search_default_active': 1}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">
|
||||
No AI sessions yet
|
||||
</p>
|
||||
<p>Start a conversation with Fusion AI from the dashboard.</p>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user