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refactor(fusion_accounting): move security groups to _core, add multi-company session rule

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Made-with: Cursor
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gsinghpal
2026-04-19 00:14:36 -04:00
parent 10140a6968
commit 7ac01991e5
13 changed files with 237 additions and 151 deletions
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38
fusion_accounting_ai/data/tool_definitions.xml
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@@ -25,7 +25,7 @@
<field name="domain">bank_reconciliation</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer", "description": "Bank statement line ID"}, "move_line_ids": {"type": "array", "items": {"type": "integer"}, "description": "Journal item IDs to match"}}, "required": ["statement_line_id", "move_line_ids"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_auto_reconcile_bank_lines" model="fusion.accounting.tool">
<field name="name">auto_reconcile_bank_lines</field>
@@ -34,7 +34,7 @@
<field name="domain">bank_reconciliation</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"company_id": {"type": "integer"}}}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_apply_reconcile_model" model="fusion.accounting.tool">
<field name="name">apply_reconcile_model</field>
@@ -43,7 +43,7 @@
<field name="domain">bank_reconciliation</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"model_id": {"type": "integer"}, "statement_line_id": {"type": "integer"}}, "required": ["model_id", "statement_line_id"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_unmatch_bank_line" model="fusion.accounting.tool">
<field name="name">unmatch_bank_line</field>
@@ -52,7 +52,7 @@
<field name="domain">bank_reconciliation</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer"}}, "required": ["statement_line_id"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_reconcile_suggestions" model="fusion.accounting.tool">
<field name="name">get_reconcile_suggestions</field>
@@ -119,7 +119,7 @@
<field name="domain">hst_management</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_validate_tax_return" model="fusion.accounting.tool">
<field name="name">validate_tax_return</field>
@@ -128,7 +128,7 @@
<field name="domain">hst_management</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"return_id": {"type": "integer"}}, "required": ["return_id"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<!-- Domain 3: Accounts Receivable -->
@@ -163,7 +163,7 @@
<field name="domain">accounts_receivable</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer"}, "send_email": {"type": "boolean"}, "print_letter": {"type": "boolean"}, "email_subject": {"type": "string"}, "body": {"type": "string"}}, "required": ["partner_id"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_followup_report" model="fusion.accounting.tool">
<field name="name">get_followup_report</field>
@@ -180,7 +180,7 @@
<field name="domain">accounts_receivable</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"move_line_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["move_line_ids"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_unmatched_payments" model="fusion.accounting.tool">
<field name="name">get_unmatched_payments</field>
@@ -449,7 +449,7 @@
<field name="domain">adp</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"move_line_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["move_line_ids"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_verify_adp_split" model="fusion.accounting.tool">
<field name="name">verify_adp_split</field>
@@ -483,7 +483,7 @@
<field name="domain">adp</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"invoices": {"type": "array", "items": {"type": "object", "properties": {"invoice_number": {"type": "string"}, "amount": {"type": "number"}}, "required": ["invoice_number", "amount"]}, "description": "List of invoices with number and payment amount"}, "payment_date": {"type": "string", "description": "Payment date from remittance (YYYY-MM-DD)"}, "journal_id": {"type": "integer", "description": "Bank journal ID (default 50 = Scotia Current)"}}, "required": ["invoices", "payment_date"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<!-- Domain 10: Reporting -->
@@ -542,7 +542,7 @@
<field name="domain">reporting</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {"report_ref": {"type": "string"}, "format": {"type": "string", "enum": ["pdf", "xlsx"]}, "date_from": {"type": "string"}, "date_to": {"type": "string"}}, "required": ["report_ref"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_invoicing_summary" model="fusion.accounting.tool">
@@ -626,7 +626,7 @@
<field name="domain">audit</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {"move_id": {"type": "integer"}, "flag": {"type": "string"}, "recommendation": {"type": "string"}}, "required": ["move_id"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_audit_status" model="fusion.accounting.tool">
<field name="name">get_audit_status</field>
@@ -643,7 +643,7 @@
<field name="domain">audit</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {"status_id": {"type": "integer"}, "status": {"type": "string", "enum": ["todo", "reviewed", "supervised", "anomaly"]}}, "required": ["status_id", "status"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_audit_trail" model="fusion.accounting.tool">
<field name="name">get_audit_trail</field>
@@ -686,7 +686,7 @@
<field name="domain">payroll_management</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer"}, "date": {"type": "string"}, "ref": {"type": "string"}, "lines": {"type": "array", "items": {"type": "object", "properties": {"account_id": {"type": "integer"}, "name": {"type": "string"}, "debit": {"type": "number"}, "credit": {"type": "number"}, "partner_id": {"type": "integer"}}}}}, "required": ["journal_id", "date", "lines"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_match_payroll_cheques" model="fusion.accounting.tool">
<field name="name">match_payroll_cheques</field>
@@ -695,7 +695,7 @@
<field name="domain">payroll_management</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer"}, "move_line_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["statement_line_id", "move_line_ids"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_prepare_cra_payment" model="fusion.accounting.tool">
<field name="name">prepare_cra_payment</field>
@@ -704,7 +704,7 @@
<field name="domain">payroll_management</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer"}, "date": {"type": "string"}, "lines": {"type": "array"}}, "required": ["journal_id", "date", "lines"]}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_generate_t4" model="fusion.accounting.tool">
<field name="name">generate_t4</field>
@@ -713,7 +713,7 @@
<field name="domain">payroll_management</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_generate_roe" model="fusion.accounting.tool">
<field name="name">generate_roe</field>
@@ -722,7 +722,7 @@
<field name="domain">payroll_management</field>
<field name="tier">2</field>
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_get_payroll_cost_report" model="fusion.accounting.tool">
<field name="name">get_payroll_cost_report</field>
@@ -823,7 +823,7 @@
<field name="domain">bank_reconciliation</field>
<field name="tier">3</field>
<field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer", "description": "Bank journal ID (default 50)"}, "line_ids": {"type": "array", "items": {"type": "integer"}, "description": "Optional: specific bank line IDs to reconcile. If empty, reconciles all matching payroll cheques."}}}</field>
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
<field name="required_groups">fusion_accounting_core.group_fusion_accounting_manager</field>
</record>
<record id="tool_create_expense_entry" model="fusion.accounting.tool">