feat(fusion_accounting_ai): add BankRecAdapter for tri-mode bank-rec lookups

Made-with: Cursor

fusion_accounting_ai/services/data_adapters/__init__.py

@@ -1,4 +1,7 @@
 from .base import DataAdapter, AdapterMode
 from ._registry import get_adapter, register_adapter
 
+# Side-effect imports: each adapter module calls register_adapter at module load.
+from . import bank_rec  # noqa: F401
+
 __all__ = ['DataAdapter', 'AdapterMode', 'get_adapter', 'register_adapter']

fusion_accounting_ai/services/data_adapters/bank_rec.py

@@ -0,0 +1,53 @@
+"""Bank reconciliation data adapter.
+
+Routes bank-rec data lookups across:
+- FUSION:    fusion.bank.rec.widget (added by fusion_accounting_bank_rec, Phase 1)
+- ENTERPRISE: account_accountant's bank_rec_widget JS service
+- COMMUNITY: pure search on account.bank.statement.line
+"""
+
+from .base import DataAdapter
+from ._registry import register_adapter
+
+
+class BankRecAdapter(DataAdapter):
+    FUSION_MODEL = 'fusion.bank.rec.widget'
+    ENTERPRISE_MODULE = 'account_accountant'
+
+    def list_unreconciled(self, journal_id, limit=100):
+        """Return unreconciled bank statement lines for a journal."""
+        return self._dispatch('list_unreconciled', journal_id=journal_id, limit=limit)
+
+    def list_unreconciled_via_fusion(self, journal_id, limit=100):
+        # Phase 1 will add fusion.bank.rec.widget; this method becomes the primary path.
+        # For now: even when the model exists, delegate to community read shape.
+        return self.list_unreconciled_via_community(journal_id=journal_id, limit=limit)
+
+    def list_unreconciled_via_enterprise(self, journal_id, limit=100):
+        # Enterprise's bank rec uses a JS-side service; from Python the cleanest
+        # backend access is the same Community search (the data lives in
+        # account.bank.statement.line either way). This adapter's purpose is
+        # to expose a stable shape to AI tools regardless of which UI the user has.
+        return self.list_unreconciled_via_community(journal_id=journal_id, limit=limit)
+
+    def list_unreconciled_via_community(self, journal_id, limit=100):
+        Line = self.env['account.bank.statement.line'].sudo()
+        records = Line.search([
+            ('journal_id', '=', journal_id),
+            ('is_reconciled', '=', False),
+        ], limit=limit, order='date desc, id desc')
+        return [
+            {
+                'id': r.id,
+                'date': r.date,
+                'payment_ref': r.payment_ref,
+                'amount': r.amount,
+                'partner_id': r.partner_id.id if r.partner_id else None,
+                'partner_name': r.partner_id.name if r.partner_id else None,
+                'currency_id': r.currency_id.id if r.currency_id else None,
+            }
+            for r in records
+        ]
+
+
+register_adapter('bank_rec', BankRecAdapter)

fusion_accounting_ai/tests/test_data_adapters.py

@@ -2,6 +2,7 @@ from odoo.tests.common import TransactionCase, tagged
 from odoo.addons.fusion_accounting_ai.services.data_adapters.base import (
     DataAdapter, AdapterMode,
 )
+from odoo.addons.fusion_accounting_ai.services.data_adapters import get_adapter
 
 
 @tagged('post_install', '-at_install')
@@ -25,3 +26,35 @@ class TestDataAdapterBase(TransactionCase):
             enterprise_module='also_does_not_exist',
         )
         self.assertEqual(mode, AdapterMode.COMMUNITY)
+
+
+@tagged('post_install', '-at_install')
+class TestBankRecAdapter(TransactionCase):
+    """Verify the bank-rec adapter returns rows in any install profile."""
+
+    def setUp(self):
+        super().setUp()
+        self.journal = self.env['account.journal'].create({
+            'name': 'Test Bank',
+            'type': 'bank',
+            'code': 'TBNK',
+        })
+        self.statement = self.env['account.bank.statement'].create({
+            'name': 'Test Statement',
+            'journal_id': self.journal.id,
+        })
+        self.line = self.env['account.bank.statement.line'].create({
+            'statement_id': self.statement.id,
+            'journal_id': self.journal.id,
+            'date': '2026-04-18',
+            'payment_ref': 'Test Payment',
+            'amount': 100.0,
+        })
+
+    def test_list_unreconciled_returns_our_test_line(self):
+        """The adapter should find the unreconciled line we just created."""
+        adapter = get_adapter(self.env, 'bank_rec')
+        rows = adapter.list_unreconciled(journal_id=self.journal.id, limit=10)
+        ids = [r['id'] for r in rows]
+        self.assertIn(self.line.id, ids,
+            f"Expected line {self.line.id} in unreconciled list, got: {ids}")