feat(fusion_accounting_bank_rec): migration audit PDF report
QWeb PDF showing per-company: backfilled precedent count, pattern count, remaining unreconciled bank line count. Bound to fusion.migration.wizard so it appears in the Print menu after migration runs. - reports/migration_audit_report.py defines the AbstractModel report.fusion_accounting_bank_rec.migration_audit_template, which aggregates per-company counts from fusion.reconcile.precedent (source='backfill'), fusion.reconcile.pattern, and account.bank.statement.line (is_reconciled=False). - reports/migration_audit_report_views.xml is the QWeb template. - reports/migration_audit_report_action.xml registers the ir.actions.report bound to fusion.migration.wizard. Made-with: Cursor
This commit is contained in:
gsinghpal
@@ -2,3 +2,4 @@ from . import models
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from . import controllers
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from . import services
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from . import wizards
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from . import reports
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@@ -1,6 +1,6 @@
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{
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'name': 'Fusion Accounting — Bank Reconciliation',
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'version': '19.0.1.0.21',
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'version': '19.0.1.0.22',
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'category': 'Accounting/Accounting',
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'sequence': 28,
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'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',
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@@ -33,6 +33,8 @@ Built by Nexa Systems Inc.
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'data/cron.xml',
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'wizards/auto_reconcile_wizard_views.xml',
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'wizards/bulk_reconcile_wizard_views.xml',
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'reports/migration_audit_report_views.xml',
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'reports/migration_audit_report_action.xml',
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],
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'assets': {
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'web.assets_backend': [
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1
fusion_accounting_bank_rec/reports/__init__.py
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1
fusion_accounting_bank_rec/reports/__init__.py
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@@ -0,0 +1 @@
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from . import migration_audit_report
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51
fusion_accounting_bank_rec/reports/migration_audit_report.py
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fusion_accounting_bank_rec/reports/migration_audit_report.py
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@@ -0,0 +1,51 @@
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"""QWeb PDF report: summary of bank-rec migration outcomes.
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Triggered from the migration wizard's "Print" menu after the wizard
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completes. For each company on the system, reports:
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- Backfilled precedents (source='backfill')
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- Fusion reconcile patterns
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- Bank statement lines still unreconciled
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Lets the operator confirm Phase 1 migration successfully bootstrapped
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the AI's reconcile memory from past Enterprise reconciles.
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"""
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from odoo import api, models
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class FusionMigrationAuditReport(models.AbstractModel):
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_name = "report.fusion_accounting_bank_rec.migration_audit_template"
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_description = "Bank-Rec Migration Audit Report"
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@api.model
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def _get_report_values(self, docids, data=None):
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Wizard = self.env['fusion.migration.wizard']
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wizards = Wizard.browse(docids) if docids else Wizard
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Precedent = self.env['fusion.reconcile.precedent']
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Pattern = self.env['fusion.reconcile.pattern']
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Line = self.env['account.bank.statement.line']
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company_stats = []
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for company in self.env['res.company'].search([]):
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company_stats.append({
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'company': company,
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'precedents_count': Precedent.search_count([
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('company_id', '=', company.id),
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('source', '=', 'backfill'),
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]),
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'patterns_count': Pattern.search_count([
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('company_id', '=', company.id),
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]),
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'unreconciled_count': Line.search_count([
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('company_id', '=', company.id),
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('is_reconciled', '=', False),
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]),
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})
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return {
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'doc_ids': docids,
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'doc_model': 'fusion.migration.wizard',
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'docs': wizards,
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'company_stats': company_stats,
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}
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@@ -0,0 +1,12 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="action_report_migration_audit" model="ir.actions.report">
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<field name="name">Bank-Rec Migration Audit</field>
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<field name="model">fusion.migration.wizard</field>
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<field name="report_type">qweb-pdf</field>
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<field name="report_name">fusion_accounting_bank_rec.migration_audit_template</field>
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<field name="report_file">fusion_accounting_bank_rec.migration_audit_template</field>
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<field name="binding_model_id" ref="fusion_accounting_migration.model_fusion_migration_wizard"/>
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<field name="binding_type">report</field>
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</record>
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</odoo>
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@@ -0,0 +1,42 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<template id="migration_audit_template">
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<t t-call="web.html_container">
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<t t-call="web.external_layout">
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<div class="page">
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<h2>Bank-Rec Migration Audit</h2>
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<p>
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Generated
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<span t-esc="context_timestamp(datetime.datetime.now()).strftime('%Y-%m-%d %H:%M')"/>
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</p>
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<h3>Per-Company Summary</h3>
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<table class="table table-sm">
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<thead>
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<tr>
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<th>Company</th>
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<th class="text-end">Backfilled Precedents</th>
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<th class="text-end">Patterns</th>
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<th class="text-end">Still Unreconciled</th>
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</tr>
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</thead>
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<tbody>
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<tr t-foreach="company_stats" t-as="cs">
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<td><span t-esc="cs['company'].name"/></td>
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<td class="text-end"><span t-esc="cs['precedents_count']"/></td>
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<td class="text-end"><span t-esc="cs['patterns_count']"/></td>
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<td class="text-end"><span t-esc="cs['unreconciled_count']"/></td>
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</tr>
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</tbody>
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</table>
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<p class="text-muted">
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This report verifies that Phase 1 migration successfully
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bootstrapped the AI's reconcile memory from past Enterprise
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reconciles.
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</p>
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</div>
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</t>
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</t>
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</template>
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</odoo>
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