From 6048df064579edcbc027273f790baf54cfc9376e Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Sun, 19 Apr 2026 13:25:59 -0400
Subject: [PATCH] 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
---
 fusion_accounting_bank_rec/__init__.py        |  1 +
 fusion_accounting_bank_rec/__manifest__.py    |  4 +-
 .../reports/__init__.py                       |  1 +
 .../reports/migration_audit_report.py         | 51 +++++++++++++++++++
 .../reports/migration_audit_report_action.xml | 12 +++++
 .../reports/migration_audit_report_views.xml  | 42 +++++++++++++++
 6 files changed, 110 insertions(+), 1 deletion(-)
 create mode 100644 fusion_accounting_bank_rec/reports/__init__.py
 create mode 100644 fusion_accounting_bank_rec/reports/migration_audit_report.py
 create mode 100644 fusion_accounting_bank_rec/reports/migration_audit_report_action.xml
 create mode 100644 fusion_accounting_bank_rec/reports/migration_audit_report_views.xml

diff --git a/fusion_accounting_bank_rec/__init__.py b/fusion_accounting_bank_rec/__init__.py
index 6311ca4b..c7e7f580 100644
--- a/fusion_accounting_bank_rec/__init__.py
+++ b/fusion_accounting_bank_rec/__init__.py
@@ -2,3 +2,4 @@ from . import models
 from . import controllers
 from . import services
 from . import wizards
+from . import reports
diff --git a/fusion_accounting_bank_rec/__manifest__.py b/fusion_accounting_bank_rec/__manifest__.py
index 60cb2be9..581ca267 100644
--- a/fusion_accounting_bank_rec/__manifest__.py
+++ b/fusion_accounting_bank_rec/__manifest__.py
@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.21',
+    'version': '19.0.1.0.22',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',
@@ -33,6 +33,8 @@ Built by Nexa Systems Inc.
         'data/cron.xml',
         'wizards/auto_reconcile_wizard_views.xml',
         'wizards/bulk_reconcile_wizard_views.xml',
+        'reports/migration_audit_report_views.xml',
+        'reports/migration_audit_report_action.xml',
     ],
     'assets': {
         'web.assets_backend': [
diff --git a/fusion_accounting_bank_rec/reports/__init__.py b/fusion_accounting_bank_rec/reports/__init__.py
new file mode 100644
index 00000000..9064facf
--- /dev/null
+++ b/fusion_accounting_bank_rec/reports/__init__.py
@@ -0,0 +1 @@
+from . import migration_audit_report
diff --git a/fusion_accounting_bank_rec/reports/migration_audit_report.py b/fusion_accounting_bank_rec/reports/migration_audit_report.py
new file mode 100644
index 00000000..0fa2c777
--- /dev/null
+++ b/fusion_accounting_bank_rec/reports/migration_audit_report.py
@@ -0,0 +1,51 @@
+"""QWeb PDF report: summary of bank-rec migration outcomes.
+
+Triggered from the migration wizard's "Print" menu after the wizard
+completes. For each company on the system, reports:
+- Backfilled precedents (source='backfill')
+- Fusion reconcile patterns
+- Bank statement lines still unreconciled
+
+Lets the operator confirm Phase 1 migration successfully bootstrapped
+the AI's reconcile memory from past Enterprise reconciles.
+"""
+
+from odoo import api, models
+
+
+class FusionMigrationAuditReport(models.AbstractModel):
+    _name = "report.fusion_accounting_bank_rec.migration_audit_template"
+    _description = "Bank-Rec Migration Audit Report"
+
+    @api.model
+    def _get_report_values(self, docids, data=None):
+        Wizard = self.env['fusion.migration.wizard']
+        wizards = Wizard.browse(docids) if docids else Wizard
+
+        Precedent = self.env['fusion.reconcile.precedent']
+        Pattern = self.env['fusion.reconcile.pattern']
+        Line = self.env['account.bank.statement.line']
+
+        company_stats = []
+        for company in self.env['res.company'].search([]):
+            company_stats.append({
+                'company': company,
+                'precedents_count': Precedent.search_count([
+                    ('company_id', '=', company.id),
+                    ('source', '=', 'backfill'),
+                ]),
+                'patterns_count': Pattern.search_count([
+                    ('company_id', '=', company.id),
+                ]),
+                'unreconciled_count': Line.search_count([
+                    ('company_id', '=', company.id),
+                    ('is_reconciled', '=', False),
+                ]),
+            })
+
+        return {
+            'doc_ids': docids,
+            'doc_model': 'fusion.migration.wizard',
+            'docs': wizards,
+            'company_stats': company_stats,
+        }
diff --git a/fusion_accounting_bank_rec/reports/migration_audit_report_action.xml b/fusion_accounting_bank_rec/reports/migration_audit_report_action.xml
new file mode 100644
index 00000000..558db4da
--- /dev/null
+++ b/fusion_accounting_bank_rec/reports/migration_audit_report_action.xml
@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="action_report_migration_audit" model="ir.actions.report">
+        <field name="name">Bank-Rec Migration Audit</field>
+        <field name="model">fusion.migration.wizard</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_accounting_bank_rec.migration_audit_template</field>
+        <field name="report_file">fusion_accounting_bank_rec.migration_audit_template</field>
+        <field name="binding_model_id" ref="fusion_accounting_migration.model_fusion_migration_wizard"/>
+        <field name="binding_type">report</field>
+    </record>
+</odoo>
diff --git a/fusion_accounting_bank_rec/reports/migration_audit_report_views.xml b/fusion_accounting_bank_rec/reports/migration_audit_report_views.xml
new file mode 100644
index 00000000..fd616f0b
--- /dev/null
+++ b/fusion_accounting_bank_rec/reports/migration_audit_report_views.xml
@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="migration_audit_template">
+        <t t-call="web.html_container">
+            <t t-call="web.external_layout">
+                <div class="page">
+                    <h2>Bank-Rec Migration Audit</h2>
+                    <p>
+                        Generated
+                        <span t-esc="context_timestamp(datetime.datetime.now()).strftime('%Y-%m-%d %H:%M')"/>
+                    </p>
+
+                    <h3>Per-Company Summary</h3>
+                    <table class="table table-sm">
+                        <thead>
+                            <tr>
+                                <th>Company</th>
+                                <th class="text-end">Backfilled Precedents</th>
+                                <th class="text-end">Patterns</th>
+                                <th class="text-end">Still Unreconciled</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr t-foreach="company_stats" t-as="cs">
+                                <td><span t-esc="cs['company'].name"/></td>
+                                <td class="text-end"><span t-esc="cs['precedents_count']"/></td>
+                                <td class="text-end"><span t-esc="cs['patterns_count']"/></td>
+                                <td class="text-end"><span t-esc="cs['unreconciled_count']"/></td>
+                            </tr>
+                        </tbody>
+                    </table>
+
+                    <p class="text-muted">
+                        This report verifies that Phase 1 migration successfully
+                        bootstrapped the AI's reconcile memory from past Enterprise
+                        reconciles.
+                    </p>
+                </div>
+            </t>
+        </t>
+    </template>
+</odoo>