feat(fusion_accounting_bank_rec): 10 JSON-RPC endpoints for OWL widget

All endpoints route through fusion.reconcile.engine via BankRecAdapter
(or directly for engine methods adapter doesn't expose). Uses V19's
type='jsonrpc' (replacement for deprecated type='json'). Auth=user.

Endpoints:
- get_state, list_unreconciled, get_line_detail (read)
- suggest_matches, accept_suggestion (AI surface)
- reconcile_manual, unreconcile, write_off, bulk_reconcile (write)
- get_partner_history (precedent + pattern read)

Tests use HttpCase to exercise the real Werkzeug stack as a Fusion
Accounting administrator. Includes a smoke test for the deferred
write-off path (Task 12) and a negative test confirming auth='user'
rejects anonymous requests. Helper _make_pair shares one bank journal
across pairs to avoid the (code, company) unique-constraint collision
that the default factory would hit on repeat calls.

Verified: 11/11 controller tests pass, 134/134 module tests pass.
Made-with: Cursor

fusion_accounting_bank_rec/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.7',
+    'version': '19.0.1.0.8',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',

fusion_accounting_bank_rec/controllers/__init__.py

@@ -0,0 +1 @@
+from . import bank_rec_controller

fusion_accounting_bank_rec/controllers/bank_rec_controller.py

@@ -0,0 +1,325 @@
+"""HTTP controller: 10 JSON-RPC endpoints for the OWL bank-rec widget.
+
+All endpoints route through ``BankRecAdapter`` (which lives in
+``fusion_accounting_ai`` and already encapsulates fusion / enterprise /
+community routing) or directly through ``fusion.reconcile.engine`` for
+methods the adapter does not yet expose. The controller never touches
+``account.partial.reconcile`` directly.
+
+V19: uses ``@route(type='jsonrpc')``, the V19-blessed replacement for the
+deprecated ``type='json'`` (Odoo 19 logs a deprecation warning if you
+still use ``json``).
+"""
+
+import logging
+
+from odoo import _, http
+from odoo.exceptions import ValidationError
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+def _adapter():
+    """Resolve the bank-rec data adapter from fusion_accounting_ai."""
+    from odoo.addons.fusion_accounting_ai.services.data_adapters import (
+        get_adapter,
+    )
+    return get_adapter(request.env, 'bank_rec')
+
+
+class FusionBankRecController(http.Controller):
+    """JSON-RPC surface consumed by the OWL bank-reconciliation widget.
+
+    All routes are ``auth='user'`` -- anonymous traffic is rejected by
+    Odoo's HTTP layer before reaching the handler.
+    """
+
+    # ------------------------------------------------------------------
+    # 1. get_state -- initial widget bootstrap
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/get_state', type='jsonrpc', auth='user')
+    def get_state(self, journal_id, company_id):
+        """Return the journal summary that seeds the kanban widget."""
+        Journal = request.env['account.journal']
+        Line = request.env['account.bank.statement.line']
+        journal = Journal.browse(int(journal_id))
+        if not journal.exists():
+            raise ValidationError(_("Journal %s not found") % journal_id)
+        company_id = int(company_id) if company_id else request.env.company.id
+        unreconciled_lines = Line.search([
+            ('journal_id', '=', journal.id),
+            ('is_reconciled', '=', False),
+            ('company_id', '=', company_id),
+        ])
+        total_amount = sum(abs(l.amount) for l in unreconciled_lines)
+        last_stmt = request.env['account.bank.statement'].search(
+            [('journal_id', '=', journal.id)],
+            order='date desc', limit=1)
+        currency = journal.currency_id or journal.company_id.currency_id
+        return {
+            'journal': {
+                'id': journal.id,
+                'name': journal.name,
+                'currency_code': currency.name,
+            },
+            'unreconciled_count': len(unreconciled_lines),
+            'total_pending_amount': total_amount,
+            'last_statement_date': str(last_stmt.date) if last_stmt and last_stmt.date else None,
+        }
+
+    # ------------------------------------------------------------------
+    # 2. list_unreconciled -- paginated, fusion-enriched
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/list_unreconciled', type='jsonrpc', auth='user')
+    def list_unreconciled(self, journal_id, limit=50, offset=0,
+                            company_id=None, date_from=None, date_to=None,
+                            min_amount=None):
+        """Return enriched, paginated unreconciled bank lines."""
+        limit = int(limit)
+        offset = int(offset)
+        company_id = (int(company_id) if company_id
+                        else request.env.company.id)
+        # The adapter doesn't take an offset; over-fetch and slice.
+        rows = _adapter().list_unreconciled(
+            journal_id=int(journal_id),
+            limit=limit + offset,
+            company_id=company_id,
+            date_from=date_from,
+            date_to=date_to,
+            min_amount=min_amount,
+        )
+        sliced = rows[offset:offset + limit]
+        Line = request.env['account.bank.statement.line']
+        domain = [
+            ('journal_id', '=', int(journal_id)),
+            ('is_reconciled', '=', False),
+            ('company_id', '=', company_id),
+        ]
+        if date_from:
+            domain.append(('date', '>=', date_from))
+        if date_to:
+            domain.append(('date', '<=', date_to))
+        if min_amount is not None:
+            domain.append(('amount', '>=', float(min_amount)))
+        total = Line.search_count(domain)
+        return {
+            'count': len(sliced),
+            'total': total,
+            'lines': sliced,
+        }
+
+    # ------------------------------------------------------------------
+    # 3. get_line_detail -- one line + suggestions + attachments
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/get_line_detail', type='jsonrpc', auth='user')
+    def get_line_detail(self, statement_line_id):
+        """Return full detail for one line including pending suggestions."""
+        Line = request.env['account.bank.statement.line']
+        line = Line.browse(int(statement_line_id))
+        if not line.exists():
+            raise ValidationError(
+                _("Statement line %s not found") % statement_line_id)
+        Sug = request.env['fusion.reconcile.suggestion']
+        suggestions = Sug.search([
+            ('statement_line_id', '=', line.id),
+            ('state', '=', 'pending'),
+        ], order='confidence desc, rank asc')
+        Att = request.env['ir.attachment']
+        attachments = Att.search([
+            ('res_model', '=', 'account.move'),
+            ('res_id', '=', line.move_id.id),
+        ]) if line.move_id else Att.browse()
+        currency = line.currency_id or line.company_id.currency_id
+        return {
+            'line': {
+                'id': line.id,
+                'date': str(line.date) if line.date else None,
+                'payment_ref': line.payment_ref or '',
+                'amount': line.amount,
+                'partner_id': line.partner_id.id if line.partner_id else None,
+                'partner_name': line.partner_id.name if line.partner_id else None,
+                'currency_id': currency.id,
+                'currency_code': currency.name,
+                'journal_id': line.journal_id.id,
+                'journal_name': line.journal_id.name,
+                'is_reconciled': line.is_reconciled,
+            },
+            'suggestions': [{
+                'id': s.id,
+                'candidate_ids': s.proposed_move_line_ids.ids,
+                'confidence': s.confidence,
+                'rank': s.rank,
+                'reasoning': s.reasoning or '',
+                'scores': {
+                    'amount_match': s.score_amount_match,
+                    'partner_pattern': s.score_partner_pattern,
+                    'precedent_similarity': s.score_precedent_similarity,
+                    'ai_rerank': s.score_ai_rerank,
+                },
+            } for s in suggestions],
+            'attachments': [{
+                'id': a.id,
+                'name': a.name,
+                'mimetype': a.mimetype,
+            } for a in attachments],
+        }
+
+    # ------------------------------------------------------------------
+    # 4. suggest_matches -- lazy AI suggest for a line
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/suggest_matches', type='jsonrpc', auth='user')
+    def suggest_matches(self, statement_line_ids, limit_per_line=3):
+        """Trigger AI suggest for one or more statement lines."""
+        ids = [int(i) for i in (statement_line_ids or [])]
+        result = _adapter().suggest_matches(
+            statement_line_ids=ids,
+            limit_per_line=int(limit_per_line),
+        )
+        return {'suggestions': result}
+
+    # ------------------------------------------------------------------
+    # 5. accept_suggestion -- promote AI suggestion to real reconcile
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/accept_suggestion', type='jsonrpc', auth='user')
+    def accept_suggestion(self, suggestion_id):
+        """Accept a fusion suggestion. Returns the partial IDs created."""
+        sug = request.env['fusion.reconcile.suggestion'].browse(
+            int(suggestion_id))
+        if not sug.exists():
+            raise ValidationError(
+                _("Suggestion %s not found") % suggestion_id)
+        # Capture the journal/company before reconcile (the sug may go stale).
+        journal_id = sug.statement_line_id.journal_id.id
+        company_id = sug.company_id.id
+        result = _adapter().accept_suggestion(suggestion_id=int(suggestion_id))
+        unreconciled_count_after = request.env[
+            'account.bank.statement.line'].search_count([
+                ('journal_id', '=', journal_id),
+                ('is_reconciled', '=', False),
+                ('company_id', '=', company_id),
+            ])
+        return {
+            'status': 'accepted',
+            'partial_ids': result.get('partial_ids', []),
+            'unreconciled_count_after': unreconciled_count_after,
+        }
+
+    # ------------------------------------------------------------------
+    # 6. reconcile_manual -- user picked candidates manually
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/reconcile_manual', type='jsonrpc', auth='user')
+    def reconcile_manual(self, statement_line_id, against_move_line_ids):
+        """Reconcile a line against an explicit set of journal items."""
+        line = request.env['account.bank.statement.line'].browse(
+            int(statement_line_id))
+        if not line.exists():
+            raise ValidationError(
+                _("Statement line %s not found") % statement_line_id)
+        cands = request.env['account.move.line'].browse(
+            [int(i) for i in (against_move_line_ids or [])])
+        result = request.env['fusion.reconcile.engine'].reconcile_one(
+            line, against_lines=cands)
+        return {
+            'status': 'reconciled',
+            'partial_ids': result.get('partial_ids', []),
+        }
+
+    # ------------------------------------------------------------------
+    # 7. unreconcile -- reverse a prior reconcile
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/unreconcile', type='jsonrpc', auth='user')
+    def unreconcile(self, partial_reconcile_ids):
+        """Reverse one or more partial reconciles."""
+        ids = [int(i) for i in (partial_reconcile_ids or [])]
+        result = _adapter().unreconcile(partial_reconcile_ids=ids)
+        return {
+            'status': 'unreconciled',
+            'unreconciled_line_ids': result.get('unreconciled_line_ids', []),
+        }
+
+    # ------------------------------------------------------------------
+    # 8. write_off -- absorb residual into a write-off account
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/write_off', type='jsonrpc', auth='user')
+    def write_off(self, statement_line_id, account_id, amount, label,
+                    tax_id=None):
+        """Apply a write-off against a bank statement line."""
+        line = request.env['account.bank.statement.line'].browse(
+            int(statement_line_id))
+        if not line.exists():
+            raise ValidationError(
+                _("Statement line %s not found") % statement_line_id)
+        account = request.env['account.account'].browse(int(account_id))
+        tax = (request.env['account.tax'].browse(int(tax_id))
+                if tax_id else None)
+        result = request.env['fusion.reconcile.engine'].write_off(
+            line, account=account, amount=float(amount),
+            tax_id=tax, label=label)
+        return {
+            'status': 'written_off',
+            'partial_ids': result.get('partial_ids', []),
+            'write_off_move_id': result.get('write_off_move_id'),
+        }
+
+    # ------------------------------------------------------------------
+    # 9. bulk_reconcile -- batch auto-reconcile a recordset
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/bulk_reconcile', type='jsonrpc', auth='user')
+    def bulk_reconcile(self, statement_line_ids, strategy='auto'):
+        """Batch auto-reconcile. Returns counts + per-line errors."""
+        ids = [int(i) for i in (statement_line_ids or [])]
+        lines = request.env['account.bank.statement.line'].browse(ids)
+        result = request.env['fusion.reconcile.engine'].reconcile_batch(
+            lines, strategy=strategy)
+        return result
+
+    # ------------------------------------------------------------------
+    # 10. get_partner_history -- partner reconcile history panel
+    # ------------------------------------------------------------------
+
+    @http.route('/fusion/bank_rec/get_partner_history', type='jsonrpc', auth='user')
+    def get_partner_history(self, partner_id, limit=20):
+        """Return a partner's reconcile history + learned pattern."""
+        Partner = request.env['res.partner']
+        partner = Partner.browse(int(partner_id))
+        if not partner.exists():
+            raise ValidationError(_("Partner %s not found") % partner_id)
+        Precedent = request.env['fusion.reconcile.precedent']
+        recent = Precedent.search(
+            [('partner_id', '=', partner.id)],
+            order='reconciled_at desc, id desc',
+            limit=int(limit),
+        )
+        Pattern = request.env['fusion.reconcile.pattern']
+        pattern = Pattern.search(
+            [('partner_id', '=', partner.id)], limit=1)
+        return {
+            'partner': {
+                'id': partner.id,
+                'name': partner.name,
+            },
+            'recent_reconciles': [{
+                'precedent_id': p.id,
+                'date': str(p.date) if p.date else None,
+                'amount': p.amount,
+                'memo_tokens': p.memo_tokens or '',
+                'matched_count': p.matched_move_line_count,
+                'source': p.source,
+            } for p in recent],
+            'pattern': ({
+                'reconcile_count': pattern.reconcile_count,
+                'pref_strategy': pattern.pref_strategy or None,
+                'common_memo_tokens': pattern.common_memo_tokens or None,
+                'typical_cadence_days': pattern.typical_cadence_days,
+            } if pattern else None),
+        }

fusion_accounting_bank_rec/tests/__init__.py

@@ -15,3 +15,4 @@ from . import test_bank_rec_tools
 from . import test_legacy_tools_refactor
 from . import test_mv_unreconciled
 from . import test_cron_methods
+from . import test_controller

fusion_accounting_bank_rec/tests/test_controller.py

@@ -0,0 +1,333 @@
+"""Tests for the fusion bank-rec HTTP controller (Task 26).
+
+Uses ``HttpCase`` so we exercise the full Werkzeug stack -- the JSON-RPC
+dispatcher, auth check, and route resolution all run for real. Tests
+authenticate as a Fusion Accounting administrator (the realistic role
+for a user driving the bank-rec widget); a separate test confirms the
+``auth='user'`` decorator rejects anonymous traffic.
+"""
+
+import json
+
+from odoo.tests.common import HttpCase, new_test_user, tagged
+
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestBankRecController(HttpCase):
+    """End-to-end coverage of the 10 JSON-RPC endpoints."""
+
+    USER_LOGIN = 'ctrl_test_user'
+    USER_PASSWORD = 'ctrl_test_user'
+
+    def setUp(self):
+        super().setUp()
+        # group_account_user grants accounting write perms AND auto-implies
+        # fusion_accounting_user via the security XML's implied_ids hook;
+        # group_fusion_accounting_admin grants full CRUD on the fusion
+        # suggestion / precedent / pattern models the engine writes to.
+        self.user = new_test_user(
+            self.env,
+            login=self.USER_LOGIN,
+            password=self.USER_PASSWORD,
+            groups=(
+                'base.group_user,'
+                'account.group_account_user,'
+                'fusion_accounting_core.group_fusion_accounting_admin'
+            ),
+        )
+        self.partner = self.env['res.partner'].create(
+            {'name': 'Controller Test Partner'})
+        self.journal = f.make_bank_journal(
+            self.env, name='Ctrl Bank', code='CBNK')
+
+    # ------------------------------------------------------------------
+    # helpers
+    # ------------------------------------------------------------------
+
+    def _jsonrpc(self, endpoint, params, *, authenticate=True):
+        """POST a JSON-RPC envelope to ``/fusion/bank_rec/<endpoint>``.
+
+        Returns the ``result`` dict on success and fails the test if
+        the body has an ``error`` key (so endpoint test failures show
+        the actual server-side exception, not just the HTTP status).
+        """
+        if authenticate:
+            self.authenticate(self.USER_LOGIN, self.USER_PASSWORD)
+        url = f'/fusion/bank_rec/{endpoint}'
+        body = {
+            'jsonrpc': '2.0',
+            'method': 'call',
+            'params': params,
+            'id': 1,
+        }
+        response = self.url_open(
+            url,
+            data=json.dumps(body),
+            headers={'Content-Type': 'application/json'},
+        )
+        self.assertEqual(
+            response.status_code, 200,
+            f"Endpoint {endpoint} returned {response.status_code}: "
+            f"{response.text[:300]}")
+        payload = response.json()
+        if 'error' in payload:
+            self.fail(
+                f"Endpoint {endpoint} errored: "
+                f"{json.dumps(payload['error'])[:600]}")
+        return payload.get('result', {})
+
+    # ------------------------------------------------------------------
+    # 1. get_state
+    # ------------------------------------------------------------------
+
+    def test_get_state(self):
+        result = self._jsonrpc('get_state', {
+            'journal_id': self.journal.id,
+            'company_id': self.env.company.id,
+        })
+        self.assertIn('journal', result)
+        self.assertEqual(result['journal']['id'], self.journal.id)
+        self.assertIn('unreconciled_count', result)
+        self.assertIn('total_pending_amount', result)
+        self.assertIn('last_statement_date', result)
+
+    # ------------------------------------------------------------------
+    # 2. list_unreconciled
+    # ------------------------------------------------------------------
+
+    def test_list_unreconciled(self):
+        # Reuse a single statement so we don't trip the
+        # (journal_id, name) uniqueness or hit the parent-move autocreate
+        # path twice in the same flush window.
+        statement = f.make_bank_statement(
+            self.env, journal=self.journal, name='List Stmt')
+        f.make_bank_line(
+            self.env, journal=self.journal, statement=statement,
+            amount=100, partner=self.partner, memo='List 1')
+        f.make_bank_line(
+            self.env, journal=self.journal, statement=statement,
+            amount=200, partner=self.partner, memo='List 2')
+        result = self._jsonrpc('list_unreconciled', {
+            'journal_id': self.journal.id,
+            'limit': 50,
+            'offset': 0,
+            'company_id': self.env.company.id,
+        })
+        self.assertIn('lines', result)
+        self.assertGreaterEqual(len(result['lines']), 2)
+        self.assertGreaterEqual(result['total'], 2)
+        first = result['lines'][0]
+        for key in ('id', 'amount', 'fusion_top_suggestion_id',
+                    'fusion_confidence_band', 'attachment_count'):
+            self.assertIn(key, first)
+
+    # ------------------------------------------------------------------
+    # 3. get_line_detail
+    # ------------------------------------------------------------------
+
+    def test_get_line_detail(self):
+        line = f.make_bank_line(
+            self.env, journal=self.journal, amount=100, partner=self.partner)
+        f.make_suggestion(
+            self.env, statement_line=line, confidence=0.85)
+        result = self._jsonrpc(
+            'get_line_detail', {'statement_line_id': line.id})
+        self.assertEqual(result['line']['id'], line.id)
+        self.assertEqual(result['line']['amount'], 100.0)
+        self.assertGreaterEqual(len(result['suggestions']), 1)
+        sug = result['suggestions'][0]
+        for key in ('id', 'candidate_ids', 'confidence', 'rank',
+                    'reasoning', 'scores'):
+            self.assertIn(key, sug)
+
+    # ------------------------------------------------------------------
+    # 4. suggest_matches
+    # ------------------------------------------------------------------
+
+    def test_suggest_matches(self):
+        f.make_invoice(self.env, partner=self.partner, amount=300)
+        line = f.make_bank_line(
+            self.env, journal=self.journal, amount=300, partner=self.partner)
+        result = self._jsonrpc('suggest_matches', {
+            'statement_line_ids': [line.id],
+            'limit_per_line': 3,
+        })
+        self.assertIn('suggestions', result)
+        self.assertIsInstance(result['suggestions'], dict)
+
+    # ------------------------------------------------------------------
+    # 5. accept_suggestion
+    # ------------------------------------------------------------------
+
+    def test_accept_suggestion(self):
+        invoice = f.make_invoice(
+            self.env, partner=self.partner, amount=400)
+        recv = invoice.line_ids.filtered(
+            lambda l: l.account_id.account_type == 'asset_receivable')
+        line = f.make_bank_line(
+            self.env, journal=self.journal, amount=400, partner=self.partner)
+        sug = f.make_suggestion(
+            self.env, statement_line=line,
+            candidate_move_lines=recv, confidence=0.92)
+        result = self._jsonrpc(
+            'accept_suggestion', {'suggestion_id': sug.id})
+        self.assertEqual(result['status'], 'accepted')
+        self.assertGreater(len(result['partial_ids']), 0)
+        self.assertIn('unreconciled_count_after', result)
+
+    # ------------------------------------------------------------------
+    # 6. reconcile_manual
+    # ------------------------------------------------------------------
+
+    def _make_pair(self, *, amount, statement=None):
+        """Inline reconcile-able pair against ``self.journal``.
+
+        The shared ``make_reconcileable_pair`` factory creates a fresh bank
+        journal per call (default code 'TEST'), which collides with the
+        unique (code, company) constraint when used multiple times in one
+        test. Reusing ``self.journal`` (and optionally a shared statement)
+        keeps every pair on the same journal.
+        """
+        invoice = f.make_invoice(
+            self.env, partner=self.partner, amount=amount)
+        recv = invoice.line_ids.filtered(
+            lambda l: l.account_id.account_type == 'asset_receivable')
+        line = f.make_bank_line(
+            self.env, journal=self.journal, statement=statement,
+            amount=amount, partner=self.partner)
+        return line, recv
+
+    def test_reconcile_manual(self):
+        line, recv = self._make_pair(amount=550)
+        result = self._jsonrpc('reconcile_manual', {
+            'statement_line_id': line.id,
+            'against_move_line_ids': recv.ids,
+        })
+        self.assertEqual(result['status'], 'reconciled')
+        self.assertGreater(len(result['partial_ids']), 0)
+
+    # ------------------------------------------------------------------
+    # 7. unreconcile
+    # ------------------------------------------------------------------
+
+    def test_unreconcile(self):
+        line, recv = self._make_pair(amount=625)
+        rec = self.env['fusion.reconcile.engine'].reconcile_one(
+            line, against_lines=recv)
+        result = self._jsonrpc('unreconcile', {
+            'partial_reconcile_ids': rec['partial_ids'],
+        })
+        self.assertEqual(result['status'], 'unreconciled')
+        self.assertGreater(len(result['unreconciled_line_ids']), 0)
+
+    # ------------------------------------------------------------------
+    # 8. write_off -- smoke only (Task 12 deferred full coverage)
+    # ------------------------------------------------------------------
+
+    def test_write_off_smoke(self):
+        line = f.make_bank_line(
+            self.env, journal=self.journal, amount=12.34,
+            partner=self.partner)
+        # Pick any expense-type account that exists in the chart.
+        wo_account = self.env['account.account'].search([
+            ('account_type', '=', 'expense'),
+            ('company_ids', 'in', self.env.company.id),
+        ], limit=1)
+        if not wo_account:
+            self.skipTest("No expense account available for write-off smoke")
+        # Endpoint must respond without 500-erroring; engine may legitimately
+        # raise a ValidationError for an over-allocation, in which case the
+        # JSON-RPC response will include an 'error' key. We accept either
+        # success or a structured error -- what we are guarding against is a
+        # routing-layer regression (NameError, missing import, etc.).
+        url = '/fusion/bank_rec/write_off'
+        self.authenticate(self.USER_LOGIN, self.USER_PASSWORD)
+        body = {
+            'jsonrpc': '2.0', 'method': 'call', 'id': 1,
+            'params': {
+                'statement_line_id': line.id,
+                'account_id': wo_account.id,
+                'amount': line.amount,
+                'label': 'Smoke write-off',
+            },
+        }
+        response = self.url_open(
+            url, data=json.dumps(body),
+            headers={'Content-Type': 'application/json'})
+        self.assertEqual(
+            response.status_code, 200,
+            f"write_off returned {response.status_code}: "
+            f"{response.text[:300]}")
+
+    # ------------------------------------------------------------------
+    # 9. bulk_reconcile
+    # ------------------------------------------------------------------
+
+    def test_bulk_reconcile(self):
+        statement = f.make_bank_statement(
+            self.env, journal=self.journal, name='Bulk Stmt')
+        line_ids = []
+        for amt in (110, 220, 330):
+            line, _recv = self._make_pair(amount=amt, statement=statement)
+            line_ids.append(line.id)
+        result = self._jsonrpc('bulk_reconcile', {
+            'statement_line_ids': line_ids,
+            'strategy': 'auto',
+        })
+        self.assertIn('reconciled_count', result)
+        self.assertGreaterEqual(result['reconciled_count'], 3)
+
+    # ------------------------------------------------------------------
+    # 10. get_partner_history
+    # ------------------------------------------------------------------
+
+    def test_get_partner_history(self):
+        for d in (5, 12, 20):
+            f.make_precedent(
+                self.env, partner=self.partner, days_ago=d, amount=1000)
+        f.make_pattern(
+            self.env, partner=self.partner, reconcile_count=3)
+        result = self._jsonrpc('get_partner_history', {
+            'partner_id': self.partner.id,
+            'limit': 10,
+        })
+        self.assertEqual(result['partner']['id'], self.partner.id)
+        self.assertGreaterEqual(len(result['recent_reconciles']), 3)
+        self.assertIsNotNone(result['pattern'])
+        self.assertEqual(result['pattern']['reconcile_count'], 3)
+
+    # ------------------------------------------------------------------
+    # 11. unauthenticated traffic is blocked
+    # ------------------------------------------------------------------
+
+    def test_unauthenticated_request_blocked(self):
+        # Use a fresh session by creating a new opener -- self.url_open
+        # reuses the test session, which `authenticate()` would mutate.
+        url = '/fusion/bank_rec/get_state'
+        body = {
+            'jsonrpc': '2.0', 'method': 'call', 'id': 1,
+            'params': {
+                'journal_id': self.journal.id,
+                'company_id': self.env.company.id,
+            },
+        }
+        # No call to self.authenticate() -> session has no uid.
+        response = self.url_open(
+            url, data=json.dumps(body),
+            headers={'Content-Type': 'application/json'},
+            allow_redirects=False,
+        )
+        # Odoo's auth='user' on a JSON-RPC route returns a 200 with an
+        # error envelope (SessionExpiredException) when not authenticated;
+        # what must NOT happen is the handler running and returning our
+        # success payload.
+        if response.status_code == 200:
+            payload = response.json()
+            self.assertIn(
+                'error', payload,
+                "Unauthenticated request should not return a success result")
+        else:
+            # 3xx redirect or 4xx are also acceptable rejections.
+            self.assertGreaterEqual(response.status_code, 300)