feat(fusion_accounting_bank_rec): persisted AI suggestion model with state lifecycle

Made-with: Cursor

fusion_accounting_bank_rec/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.1',
+    'version': '19.0.1.0.2',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',

fusion_accounting_bank_rec/models/__init__.py

@@ -1,2 +1,3 @@
 from . import fusion_reconcile_pattern
 from . import fusion_reconcile_precedent
+from . import fusion_reconcile_suggestion

fusion_accounting_bank_rec/models/fusion_reconcile_suggestion.py

@@ -0,0 +1,98 @@
+"""Persisted AI suggestions for bank line reconciliations.
+
+One row per (statement_line, candidate_match). The OWL widget reads these
+to render confidence badges; users accept/reject which feeds back into
+the pattern learning system.
+
+The AI never writes account.partial.reconcile directly — it writes
+suggestions here, and the user (or batch-accept action) approves them
+through the engine's accept_suggestion() method.
+"""
+
+from odoo import api, fields, models
+
+
+class FusionReconcileSuggestion(models.Model):
+    _name = "fusion.reconcile.suggestion"
+    _description = "AI-generated bank reconciliation suggestion"
+    _order = "statement_line_id, confidence desc"
+
+    company_id = fields.Many2one('res.company', required=True, index=True,
+                                   default=lambda self: self.env.company)
+    statement_line_id = fields.Many2one('account.bank.statement.line',
+                                          required=True, index=True, ondelete='cascade')
+
+    # The proposal
+    proposed_move_line_ids = fields.Many2many('account.move.line',
+                                                string="Proposed matches")
+    proposed_write_off_amount = fields.Monetary(currency_field='currency_id')
+    proposed_write_off_account_id = fields.Many2one('account.account')
+    currency_id = fields.Many2one('res.currency',
+                                    related='statement_line_id.currency_id',
+                                    store=True)
+
+    # Scoring
+    confidence = fields.Float(required=True)
+    confidence_band = fields.Selection([
+        ('high', 'High (>=95%)'),
+        ('medium', 'Medium (70-94%)'),
+        ('low', 'Low (50-69%)'),
+        ('none', 'No confidence (<50%)'),
+    ], compute='_compute_band', store=True)
+    rank = fields.Integer(help="1 = top suggestion, 2-N = alternatives")
+    reasoning = fields.Text(help="Human-readable explanation")
+
+    # Feature breakdown (for transparency + future learning)
+    score_amount_match = fields.Float()
+    score_partner_pattern = fields.Float()
+    score_precedent_similarity = fields.Float()
+    score_ai_rerank = fields.Float()
+
+    # Provenance
+    generated_at = fields.Datetime(default=fields.Datetime.now)
+    generated_by = fields.Selection([
+        ('cron_batch', 'Batch cron'),
+        ('on_demand', 'User refreshed alternatives'),
+        ('on_open', 'Widget opened (lazy)'),
+    ])
+    provider_used = fields.Char(
+        help="e.g. 'claude_sonnet_4_5', 'lmstudio_qwen_7b', 'statistical_only'")
+    tokens_used = fields.Integer(help="if AI re-rank invoked")
+    generation_ms = fields.Integer(help="latency for monitoring")
+
+    # Lifecycle
+    state = fields.Selection([
+        ('pending', 'Pending review'),
+        ('accepted', 'Accepted'),
+        ('rejected', 'Rejected'),
+        ('superseded', 'Superseded by newer suggestion'),
+        ('stale', 'Stale (line changed since)'),
+    ], default='pending', required=True, index=True)
+    accepted_at = fields.Datetime()
+    accepted_by = fields.Many2one('res.users')
+    rejected_at = fields.Datetime()
+    rejected_reason = fields.Selection([
+        ('wrong_invoice', 'Wrong invoice'),
+        ('wrong_partner', 'Wrong partner'),
+        ('wrong_amount', 'Amount off'),
+        ('not_a_match', 'No good match exists'),
+        ('other', 'Other'),
+    ])
+
+    _confidence_in_range = models.Constraint(
+        'CHECK (confidence >= 0.0 AND confidence <= 1.0)',
+        'Confidence must be between 0.0 and 1.0',
+    )
+
+    @api.depends('confidence')
+    def _compute_band(self):
+        for sug in self:
+            c = sug.confidence
+            if c >= 0.95:
+                sug.confidence_band = 'high'
+            elif c >= 0.70:
+                sug.confidence_band = 'medium'
+            elif c >= 0.50:
+                sug.confidence_band = 'low'
+            else:
+                sug.confidence_band = 'none'

fusion_accounting_bank_rec/security/ir.model.access.csv

@@ -3,3 +3,5 @@ access_fusion_reconcile_pattern_user,pattern user,model_fusion_reconcile_pattern
 access_fusion_reconcile_pattern_admin,pattern admin,model_fusion_reconcile_pattern,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
 access_fusion_reconcile_precedent_user,precedent user,model_fusion_reconcile_precedent,fusion_accounting_core.group_fusion_accounting_user,1,0,0,0
 access_fusion_reconcile_precedent_admin,precedent admin,model_fusion_reconcile_precedent,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_reconcile_suggestion_user,suggestion user,model_fusion_reconcile_suggestion,fusion_accounting_core.group_fusion_accounting_user,1,0,0,0
+access_fusion_reconcile_suggestion_admin,suggestion admin,model_fusion_reconcile_suggestion,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1

fusion_accounting_bank_rec/tests/__init__.py

@@ -1,3 +1,4 @@
 from . import test_memo_tokenizer
 from . import test_exchange_diff
 from . import test_matching_strategies
+from . import test_ai_suggestion_lifecycle

fusion_accounting_bank_rec/tests/test_ai_suggestion_lifecycle.py

@@ -0,0 +1,86 @@
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestSuggestionLifecycle(TransactionCase):
+    """The fusion.reconcile.suggestion state machine + computed band."""
+
+    def setUp(self):
+        super().setUp()
+        journal = self.env['account.journal'].create({
+            'name': 'Test Bank Suggestion',
+            'type': 'bank',
+            'code': 'TBSG',
+        })
+        statement = self.env['account.bank.statement'].create({
+            'name': 'Test Statement',
+            'journal_id': journal.id,
+        })
+        self.line = self.env['account.bank.statement.line'].create({
+            'statement_id': statement.id,
+            'journal_id': journal.id,
+            'date': '2026-04-19',
+            'payment_ref': 'Test for suggestion',
+            'amount': 100.00,
+        })
+
+    def _make_suggestion(self, confidence=0.92, **vals):
+        defaults = {
+            'company_id': self.env.company.id,
+            'statement_line_id': self.line.id,
+            'confidence': confidence,
+            'rank': 1,
+            'reasoning': 'Test',
+        }
+        defaults.update(vals)
+        return self.env['fusion.reconcile.suggestion'].create(defaults)
+
+    def test_compute_band_high(self):
+        sug = self._make_suggestion(confidence=0.96)
+        self.assertEqual(sug.confidence_band, 'high')
+
+    def test_compute_band_medium(self):
+        sug = self._make_suggestion(confidence=0.75)
+        self.assertEqual(sug.confidence_band, 'medium')
+
+    def test_compute_band_low(self):
+        sug = self._make_suggestion(confidence=0.55)
+        self.assertEqual(sug.confidence_band, 'low')
+
+    def test_compute_band_none(self):
+        sug = self._make_suggestion(confidence=0.30)
+        self.assertEqual(sug.confidence_band, 'none')
+
+    def test_default_state_is_pending(self):
+        sug = self._make_suggestion()
+        self.assertEqual(sug.state, 'pending')
+
+    def test_state_transition_to_accepted(self):
+        sug = self._make_suggestion()
+        sug.write({
+            'state': 'accepted',
+            'accepted_at': '2026-04-19 12:00:00',
+            'accepted_by': self.env.user.id,
+        })
+        self.assertEqual(sug.state, 'accepted')
+        self.assertTrue(sug.accepted_at)
+        self.assertEqual(sug.accepted_by, self.env.user)
+
+    def test_state_transition_to_rejected_with_reason(self):
+        sug = self._make_suggestion()
+        sug.write({
+            'state': 'rejected',
+            'rejected_at': '2026-04-19 12:05:00',
+            'rejected_reason': 'wrong_invoice',
+        })
+        self.assertEqual(sug.state, 'rejected')
+        self.assertEqual(sug.rejected_reason, 'wrong_invoice')
+
+    def test_state_transition_to_superseded(self):
+        sug = self._make_suggestion()
+        sug.write({'state': 'superseded'})
+        self.assertEqual(sug.state, 'superseded')
+
+    def test_currency_id_relates_to_line(self):
+        sug = self._make_suggestion()
+        self.assertEqual(sug.currency_id, self.line.currency_id)