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
This commit is contained in:
gsinghpal
2026-04-19 13:24:17 -04:00
parent 25f033d0c8
commit b6aedc9bbe
6 changed files with 207 additions and 2 deletions

View File

@@ -7,3 +7,4 @@ from . import account_reconcile_model
from . import fusion_reconcile_engine
from . import fusion_unreconciled_bank_line_mv
from . import fusion_bank_rec_cron
from . import fusion_migration_wizard

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@@ -0,0 +1,97 @@
"""Bank-rec specific migration step.
Hooks into fusion.migration.wizard (defined by fusion_accounting_migration)
to bootstrap fusion.reconcile.precedent from existing
account.partial.reconcile rows. This gives the AI immediate "memory" from
past Enterprise reconciles so suggestions can be ranked by precedent
similarity from day one.
The bootstrap step is exposed as a public method (_bank_rec_bootstrap_step)
so tests and the audit report can invoke it directly. action_run_migration
is overridden to call super() then run the bootstrap.
"""
import logging
from odoo import _, models
from ..services.precedent_backfill import backfill_precedents
_logger = logging.getLogger(__name__)
class FusionMigrationWizard(models.TransientModel):
_inherit = "fusion.migration.wizard"
def _bank_rec_bootstrap_step(self):
"""Migration step: backfill precedents + refresh patterns + refresh MV.
Returns a dict describing what happened, suitable for surfacing to
the user via notification or PDF audit report.
"""
self.ensure_one()
_logger.info(
"fusion_accounting_bank_rec migration step: bootstrap starting")
company_id = None
if 'company_id' in self._fields and self.company_id:
company_id = self.company_id.id
precedent_result = backfill_precedents(
self.env, company_id=company_id, limit=10000)
try:
self.env['fusion.bank.rec.cron']._cron_refresh_patterns()
patterns_ok = True
except Exception as e: # noqa: BLE001
_logger.warning(
"Pattern refresh during migration failed: %s", e)
patterns_ok = False
try:
self.env['fusion.unreconciled.bank.line.mv']._refresh(
concurrently=False)
mv_ok = True
except Exception as e: # noqa: BLE001
_logger.warning("MV refresh during migration failed: %s", e)
mv_ok = False
result = {
'step': 'bank_rec_bootstrap',
'precedents_created': precedent_result['created'],
'precedents_skipped': precedent_result['skipped'],
'patterns_refreshed': patterns_ok,
'mv_refreshed': mv_ok,
}
_logger.info(
"fusion_accounting_bank_rec bootstrap complete: %s", result)
return result
def action_run_migration(self):
"""Override the migration entry-point to add the bank-rec step.
Calls super() (which currently returns a notification stub from
Phase 0) and then runs the bank-rec bootstrap. Returns a
notification summarizing both.
"""
_ = super().action_run_migration()
result = self._bank_rec_bootstrap_step()
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'type': 'success',
'title': _("Bank-Rec Migration Complete"),
'message': _(
"Backfilled %(created)d precedents "
"(skipped %(skipped)d). "
"Patterns refreshed: %(p)s. MV refreshed: %(m)s."
) % {
'created': result['precedents_created'],
'skipped': result['precedents_skipped'],
'p': 'yes' if result['patterns_refreshed'] else 'no',
'm': 'yes' if result['mv_refreshed'] else 'no',
},
'sticky': False,
},
}

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@@ -41,6 +41,7 @@ class FusionReconcilePrecedent(models.Model):
reconciled_at = fields.Datetime()
source = fields.Selection([
('historical_bootstrap', 'Imported from history'),
('backfill', 'Backfilled from account.partial.reconcile (migration)'),
('manual', 'Manual reconcile via fusion'),
('ai_accepted', 'AI suggestion accepted'),
('auto_rule', 'account.reconcile.model auto-fired'),