feat(fusion_accounting_ai): add BankRecAdapter for tri-mode bank-rec lookups
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from .base import DataAdapter, AdapterMode
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from ._registry import get_adapter, register_adapter
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# Side-effect imports: each adapter module calls register_adapter at module load.
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from . import bank_rec # noqa: F401
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__all__ = ['DataAdapter', 'AdapterMode', 'get_adapter', 'register_adapter']
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53
fusion_accounting_ai/services/data_adapters/bank_rec.py
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53
fusion_accounting_ai/services/data_adapters/bank_rec.py
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"""Bank reconciliation data adapter.
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Routes bank-rec data lookups across:
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- FUSION: fusion.bank.rec.widget (added by fusion_accounting_bank_rec, Phase 1)
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- ENTERPRISE: account_accountant's bank_rec_widget JS service
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- COMMUNITY: pure search on account.bank.statement.line
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"""
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from .base import DataAdapter
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from ._registry import register_adapter
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class BankRecAdapter(DataAdapter):
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FUSION_MODEL = 'fusion.bank.rec.widget'
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ENTERPRISE_MODULE = 'account_accountant'
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def list_unreconciled(self, journal_id, limit=100):
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"""Return unreconciled bank statement lines for a journal."""
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return self._dispatch('list_unreconciled', journal_id=journal_id, limit=limit)
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def list_unreconciled_via_fusion(self, journal_id, limit=100):
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# Phase 1 will add fusion.bank.rec.widget; this method becomes the primary path.
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# For now: even when the model exists, delegate to community read shape.
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return self.list_unreconciled_via_community(journal_id=journal_id, limit=limit)
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def list_unreconciled_via_enterprise(self, journal_id, limit=100):
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# Enterprise's bank rec uses a JS-side service; from Python the cleanest
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# backend access is the same Community search (the data lives in
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# account.bank.statement.line either way). This adapter's purpose is
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# to expose a stable shape to AI tools regardless of which UI the user has.
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return self.list_unreconciled_via_community(journal_id=journal_id, limit=limit)
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def list_unreconciled_via_community(self, journal_id, limit=100):
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Line = self.env['account.bank.statement.line'].sudo()
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records = Line.search([
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('journal_id', '=', journal_id),
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('is_reconciled', '=', False),
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], limit=limit, order='date desc, id desc')
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return [
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{
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'id': r.id,
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'date': r.date,
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'payment_ref': r.payment_ref,
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'amount': r.amount,
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'partner_id': r.partner_id.id if r.partner_id else None,
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'partner_name': r.partner_id.name if r.partner_id else None,
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'currency_id': r.currency_id.id if r.currency_id else None,
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}
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for r in records
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]
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register_adapter('bank_rec', BankRecAdapter)
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