feat(fusion_accounting_bank_rec): migration wizard bootstrap step
Adds bank_rec_bootstrap step that backfills fusion.reconcile.precedent from existing account.partial.reconcile rows during migration. This gives the AI memory from past Enterprise reconciles. Also triggers pattern refresh + MV refresh for immediate UI readiness. - New service services/precedent_backfill.py walks account.partial.reconcile rows, identifies the bank-statement-line side, and creates a precedent per qualifying partial. Idempotent via (statement_line, account, amount, source='backfill') signature. - New model models/fusion_migration_wizard.py inherits fusion.migration.wizard, exposes _bank_rec_bootstrap_step() (callable from tests/audit), and overrides action_run_migration() to call super() + the bootstrap. - Adds 'backfill' to fusion.reconcile.precedent.source selection. - Adds fusion_accounting_migration to depends. Made-with: Cursor
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@@ -7,3 +7,4 @@ from . import account_reconcile_model
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from . import fusion_reconcile_engine
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from . import fusion_unreconciled_bank_line_mv
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from . import fusion_bank_rec_cron
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from . import fusion_migration_wizard
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97
fusion_accounting_bank_rec/models/fusion_migration_wizard.py
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97
fusion_accounting_bank_rec/models/fusion_migration_wizard.py
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"""Bank-rec specific migration step.
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Hooks into fusion.migration.wizard (defined by fusion_accounting_migration)
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to bootstrap fusion.reconcile.precedent from existing
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account.partial.reconcile rows. This gives the AI immediate "memory" from
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past Enterprise reconciles so suggestions can be ranked by precedent
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similarity from day one.
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The bootstrap step is exposed as a public method (_bank_rec_bootstrap_step)
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so tests and the audit report can invoke it directly. action_run_migration
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is overridden to call super() then run the bootstrap.
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"""
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import logging
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from odoo import _, models
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from ..services.precedent_backfill import backfill_precedents
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_logger = logging.getLogger(__name__)
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class FusionMigrationWizard(models.TransientModel):
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_inherit = "fusion.migration.wizard"
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def _bank_rec_bootstrap_step(self):
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"""Migration step: backfill precedents + refresh patterns + refresh MV.
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Returns a dict describing what happened, suitable for surfacing to
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the user via notification or PDF audit report.
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"""
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self.ensure_one()
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_logger.info(
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"fusion_accounting_bank_rec migration step: bootstrap starting")
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company_id = None
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if 'company_id' in self._fields and self.company_id:
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company_id = self.company_id.id
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precedent_result = backfill_precedents(
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self.env, company_id=company_id, limit=10000)
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try:
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self.env['fusion.bank.rec.cron']._cron_refresh_patterns()
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patterns_ok = True
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except Exception as e: # noqa: BLE001
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_logger.warning(
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"Pattern refresh during migration failed: %s", e)
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patterns_ok = False
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try:
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self.env['fusion.unreconciled.bank.line.mv']._refresh(
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concurrently=False)
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mv_ok = True
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except Exception as e: # noqa: BLE001
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_logger.warning("MV refresh during migration failed: %s", e)
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mv_ok = False
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result = {
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'step': 'bank_rec_bootstrap',
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'precedents_created': precedent_result['created'],
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'precedents_skipped': precedent_result['skipped'],
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'patterns_refreshed': patterns_ok,
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'mv_refreshed': mv_ok,
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}
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_logger.info(
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"fusion_accounting_bank_rec bootstrap complete: %s", result)
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return result
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def action_run_migration(self):
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"""Override the migration entry-point to add the bank-rec step.
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Calls super() (which currently returns a notification stub from
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Phase 0) and then runs the bank-rec bootstrap. Returns a
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notification summarizing both.
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"""
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_ = super().action_run_migration()
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result = self._bank_rec_bootstrap_step()
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'type': 'success',
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'title': _("Bank-Rec Migration Complete"),
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'message': _(
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"Backfilled %(created)d precedents "
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"(skipped %(skipped)d). "
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"Patterns refreshed: %(p)s. MV refreshed: %(m)s."
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) % {
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'created': result['precedents_created'],
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'skipped': result['precedents_skipped'],
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'p': 'yes' if result['patterns_refreshed'] else 'no',
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'm': 'yes' if result['mv_refreshed'] else 'no',
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},
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'sticky': False,
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},
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}
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@@ -41,6 +41,7 @@ class FusionReconcilePrecedent(models.Model):
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reconciled_at = fields.Datetime()
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source = fields.Selection([
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('historical_bootstrap', 'Imported from history'),
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('backfill', 'Backfilled from account.partial.reconcile (migration)'),
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('manual', 'Manual reconcile via fusion'),
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('ai_accepted', 'AI suggestion accepted'),
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('auto_rule', 'account.reconcile.model auto-fired'),
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