refactor(fusion_accounting_ai): route legacy reconcile tools through engine

When fusion_accounting_bank_rec is installed, match_bank_line_to_payments
and auto_reconcile_bank_lines now use fusion.reconcile.engine via the
BankRecAdapter, gaining precedent recording, AI suggestion superseding,
and shared validation. Legacy paths preserved for Enterprise/Community-
only installs (engine model absent -> fall back to set_line_bank_statement_line
and _try_auto_reconcile_statement_lines).

Also wraps engine.reconcile_batch's per-line loop in a savepoint so a
single bad line's DB error (e.g. check-constraint violation) no longer
poisons the whole batch transaction; the existing per-line try/except
now isolates failures as originally intended.

Made-with: Cursor

fusion_accounting_ai/services/tools/bank_reconciliation.py

@@ -67,7 +67,16 @@ def match_bank_line_to_payments(env, params):
     st_line = env['account.bank.statement.line'].browse(st_line_id)
     if not st_line.exists():
         return {'error': 'Statement line not found'}
-    st_line.set_line_bank_statement_line(move_line_ids)
+    # Phase 1 Task 23: route through engine when available
+    if 'fusion.reconcile.engine' in env.registry:
+        cands = env['account.move.line'].browse(move_line_ids).exists()
+        if not cands:
+            return {'error': 'No valid move_line_ids'}
+        env['fusion.reconcile.engine'].reconcile_one(
+            st_line, against_lines=cands)
+        st_line.invalidate_recordset(['is_reconciled'])
+    else:
+        st_line.set_line_bank_statement_line(move_line_ids)
     return {
         'status': 'matched',
         'statement_line_id': st_line_id,
@@ -83,7 +92,12 @@ def auto_reconcile_bank_lines(env, params):
         ('company_id', '=', int(company_id)),
     ])
     before_count = len(lines)
-    lines._try_auto_reconcile_statement_lines(company_id=int(company_id))
+    # Phase 1 Task 23: route through engine when available
+    if 'fusion.reconcile.engine' in env.registry:
+        env['fusion.reconcile.engine'].reconcile_batch(
+            lines, strategy='auto')
+    else:
+        lines._try_auto_reconcile_statement_lines(company_id=int(company_id))
     still_unreconciled = env['account.bank.statement.line'].search([
         ('is_reconciled', '=', False),
         ('company_id', '=', int(company_id)),

fusion_accounting_bank_rec/models/fusion_reconcile_engine.py

@@ -177,14 +177,19 @@ class FusionReconcileEngine(models.AbstractModel):
             if line.is_reconciled:
                 skipped += 1
                 continue
+            # Per-line savepoint so a single DB-level failure (e.g. a
+            # check-constraint violation on one bad line) doesn't poison
+            # the whole batch's transaction.
             try:
-                candidates = self._fetch_candidates(line)
+                with self.env.cr.savepoint():
-                picked = self._apply_strategy(line, candidates, strategy)
+                    candidates = self._fetch_candidates(line)
-                if picked:
+                    picked = self._apply_strategy(
-                    self.reconcile_one(line, against_lines=picked)
+                        line, candidates, strategy)
-                    reconciled += 1
+                    if picked:
-                else:
+                        self.reconcile_one(line, against_lines=picked)
-                    skipped += 1
+                        reconciled += 1
+                    else:
+                        skipped += 1
             except Exception as e:  # noqa: BLE001
                 errors.append({'line_id': line.id, 'error': str(e)})
                 _logger.warning(

fusion_accounting_bank_rec/tests/__init__.py

@@ -12,3 +12,4 @@ from . import test_reconcile_engine_integration
 from . import test_bank_rec_prompt
 from . import test_bank_rec_adapter
 from . import test_bank_rec_tools
+from . import test_legacy_tools_refactor

fusion_accounting_bank_rec/tests/test_legacy_tools_refactor.py

@@ -0,0 +1,59 @@
+"""Tests verifying legacy tools route through fusion.reconcile.engine when present.
+
+These tests run in the fusion_accounting_bank_rec context where the engine IS
+available, so they assert the engine path is taken and produces correct
+results. The fallback path is exercised by the existing fusion_accounting_ai
+tests when fusion_accounting_bank_rec is not installed."""
+
+from unittest.mock import patch
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.addons.fusion_accounting_ai.services.tools import bank_reconciliation as tools
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestLegacyToolsRefactor(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Refactor Test Partner'})
+
+    def test_match_bank_line_to_payments_uses_engine(self):
+        """When engine is present, match_bank_line_to_payments must produce
+        a partial reconcile via the engine, not via set_line_bank_statement_line."""
+        bank_line, recv_lines = f.make_reconcileable_pair(
+            self.env, amount=180.00, partner=self.partner)
+        result = tools.match_bank_line_to_payments(self.env, {
+            'statement_line_id': bank_line.id,
+            'move_line_ids': recv_lines.ids,
+        })
+        self.assertEqual(result.get('status'), 'matched')
+        bank_line.invalidate_recordset(['is_reconciled'])
+        self.assertTrue(bank_line.is_reconciled)
+        # Verify a precedent was recorded - engine-only behaviour
+        Precedent = self.env['fusion.reconcile.precedent']
+        precedents = Precedent.search([('partner_id', '=', self.partner.id)])
+        self.assertGreater(len(precedents), 0,
+            "Engine path should record a precedent; legacy path would not")
+
+    def test_auto_reconcile_bank_lines_uses_engine(self):
+        """When engine is present, auto_reconcile_bank_lines must call
+        fusion.reconcile.engine.reconcile_batch (not the Enterprise-only
+        _try_auto_reconcile_statement_lines fallback). We patch
+        reconcile_batch to verify routing without running the real engine
+        across every legacy unreconciled line in the test DB."""
+        Engine = type(self.env['fusion.reconcile.engine'])
+        with patch.object(
+            Engine, 'reconcile_batch', autospec=True,
+            return_value={'reconciled_count': 2, 'skipped': 0, 'errors': []},
+        ) as engine_call:
+            result = tools.auto_reconcile_bank_lines(self.env, {
+                'company_id': self.env.company.id,
+            })
+        self.assertEqual(result['status'], 'completed')
+        self.assertTrue(engine_call.called,
+            "Engine path must invoke fusion.reconcile.engine.reconcile_batch")
+        # Verify the engine was passed the strategy='auto' kwarg per spec
+        _self, _lines = engine_call.call_args.args[0], engine_call.call_args.args[1]
+        self.assertEqual(engine_call.call_args.kwargs.get('strategy'), 'auto')