feat(fusion_accounting_bank_rec): auto-reconcile wizard

TransientModel that filters unreconciled bank lines by journal +
date range + strategy and runs engine.reconcile_batch. Shows
reconciled_count / skipped_count / error_summary in result view.

Made-with: Cursor

fusion_accounting_bank_rec/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.18',
+    'version': '19.0.1.0.19',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',
@@ -31,6 +31,7 @@ Built by Nexa Systems Inc.
     'data': [
         'security/ir.model.access.csv',
         'data/cron.xml',
+        'wizards/auto_reconcile_wizard_views.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_accounting_bank_rec/security/ir.model.access.csv

@@ -8,3 +8,4 @@ access_fusion_reconcile_suggestion_admin,suggestion admin,model_fusion_reconcile
 access_fusion_bank_rec_widget_user,bank rec widget user,model_fusion_bank_rec_widget,fusion_accounting_core.group_fusion_accounting_user,1,1,1,1
 access_fusion_unreconciled_bank_line_mv_user,unreconciled bank line mv user,model_fusion_unreconciled_bank_line_mv,fusion_accounting_core.group_fusion_accounting_user,1,0,0,0
 access_fusion_unreconciled_bank_line_mv_admin,unreconciled bank line mv admin,model_fusion_unreconciled_bank_line_mv,fusion_accounting_core.group_fusion_accounting_admin,1,0,0,0
+access_fusion_auto_reconcile_wizard_user,fusion.auto.reconcile.wizard.user,model_fusion_auto_reconcile_wizard,base.group_user,1,1,1,0

fusion_accounting_bank_rec/tests/__init__.py

@@ -16,3 +16,4 @@ from . import test_legacy_tools_refactor
 from . import test_mv_unreconciled
 from . import test_cron_methods
 from . import test_controller
+from . import test_auto_reconcile_wizard

fusion_accounting_bank_rec/tests/test_auto_reconcile_wizard.py

@@ -0,0 +1,50 @@
+"""Tests for fusion.auto.reconcile.wizard."""
+
+from odoo.tests.common import TransactionCase, tagged
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestAutoReconcileWizard(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Auto Wizard Partner'})
+        self.journal = f.make_bank_journal(self.env, name='Auto Bank', code='AUBK')
+
+    def test_wizard_runs_and_reconciles_matchable_lines(self):
+        statement = f.make_bank_statement(self.env, journal=self.journal)
+        for amount in [100.00, 200.00]:
+            f.make_invoice(self.env, partner=self.partner, amount=amount)
+            f.make_bank_line(
+                self.env, statement=statement, amount=amount, partner=self.partner)
+
+        wizard = self.env['fusion.auto.reconcile.wizard'].create({
+            'journal_id': self.journal.id,
+            'strategy': 'auto',
+            'only_with_partner': True,
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.state, 'done')
+        self.assertGreaterEqual(wizard.reconciled_count, 2)
+
+    def test_wizard_filters_by_date_range(self):
+        wizard = self.env['fusion.auto.reconcile.wizard'].create({
+            'journal_id': self.journal.id,
+            'date_from': '2099-01-01',
+            'date_to': '2099-12-31',
+            'strategy': 'auto',
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.reconciled_count, 0)
+
+    def test_wizard_skips_when_only_with_partner_excludes_orphans(self):
+        statement = f.make_bank_statement(self.env, journal=self.journal)
+        f.make_bank_line(self.env, statement=statement, amount=999, partner=None)
+        wizard = self.env['fusion.auto.reconcile.wizard'].create({
+            'journal_id': self.journal.id,
+            'strategy': 'auto',
+            'only_with_partner': True,
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.reconciled_count, 0)

fusion_accounting_bank_rec/wizards/__init__.py

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

fusion_accounting_bank_rec/wizards/auto_reconcile_wizard.py

@@ -0,0 +1,78 @@
+"""Auto-reconcile wizard.
+
+Lets the user pick filters (journal, date range, strategy) and runs
+fusion.reconcile.engine.reconcile_batch on all matching unreconciled
+bank lines. Shows summary of results.
+"""
+
+from odoo import _, fields, models
+
+
+class FusionAutoReconcileWizard(models.TransientModel):
+    _name = "fusion.auto.reconcile.wizard"
+    _description = "Auto-Reconcile Bank Statement Lines Wizard"
+
+    journal_id = fields.Many2one(
+        'account.journal', string="Bank Journal",
+        domain=[('type', '=', 'bank')], required=True)
+    date_from = fields.Date(string="Date From")
+    date_to = fields.Date(string="Date To", default=fields.Date.today)
+    strategy = fields.Selection([
+        ('auto', 'Auto (try amount-exact, then multi-invoice, then FIFO)'),
+        ('amount_exact', 'Amount Exact only'),
+        ('fifo', 'FIFO only'),
+        ('multi_invoice', 'Multi-invoice combination only'),
+    ], default='auto', required=True)
+    only_with_partner = fields.Boolean(
+        string="Only lines with a partner",
+        default=True,
+        help="Most safer matches require a known partner. Untick to attempt "
+             "matching for orphan lines too (uses memo tokenization).")
+
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('done', 'Done'),
+    ], default='draft')
+    reconciled_count = fields.Integer(readonly=True)
+    skipped_count = fields.Integer(readonly=True)
+    error_count = fields.Integer(readonly=True)
+    error_summary = fields.Text(readonly=True)
+
+    def _build_domain(self):
+        self.ensure_one()
+        domain = [
+            ('journal_id', '=', self.journal_id.id),
+            ('is_reconciled', '=', False),
+        ]
+        if self.date_from:
+            domain.append(('date', '>=', self.date_from))
+        if self.date_to:
+            domain.append(('date', '<=', self.date_to))
+        if self.only_with_partner:
+            domain.append(('partner_id', '!=', False))
+        return domain
+
+    def action_run(self):
+        self.ensure_one()
+        Line = self.env['account.bank.statement.line']
+        lines = Line.search(self._build_domain(), limit=1000)
+        result = self.env['fusion.reconcile.engine'].reconcile_batch(
+            lines, strategy=self.strategy)
+        errors = result.get('errors', [])
+        self.write({
+            'state': 'done',
+            'reconciled_count': result.get('reconciled_count', 0),
+            'skipped_count': result.get('skipped', 0),
+            'error_count': len(errors),
+            'error_summary': '\n'.join(
+                f"Line {e['line_id']}: {e['error']}" for e in errors[:20]
+            ) or False,
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+            'context': self.env.context,
+        }

fusion_accounting_bank_rec/wizards/auto_reconcile_wizard_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_fusion_auto_reconcile_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.auto.reconcile.wizard.form</field>
+        <field name="model">fusion.auto.reconcile.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Auto-Reconcile Bank Lines">
+                <group invisible="state == 'done'">
+                    <field name="journal_id" options="{'no_create': True}"/>
+                    <field name="date_from"/>
+                    <field name="date_to"/>
+                    <field name="strategy"/>
+                    <field name="only_with_partner"/>
+                </group>
+                <group invisible="state != 'done'" string="Results">
+                    <field name="reconciled_count"/>
+                    <field name="skipped_count"/>
+                    <field name="error_count"/>
+                    <field name="error_summary"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <footer>
+                    <button name="action_run" type="object" string="Run"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <button special="cancel" string="Close"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_auto_reconcile_wizard" model="ir.actions.act_window">
+        <field name="name">Auto-Reconcile</field>
+        <field name="res_model">fusion.auto.reconcile.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+</odoo>