Commit Graph

8 Commits

Author SHA1 Message Date
gsinghpal
2a41f48123 refactor(fusion_accounting_ai): route get_unreconciled_bank_lines through BankRecAdapter (pilot)
Pilot refactor per Task 13 Step 2 of phase-0 plan: route the bank-rec AI tool
function through the data adapter so it works identically whether the install
profile is fusion-native, Enterprise, or pure Community.

Extends BankRecAdapter.list_unreconciled() with optional filter params
(date_from, date_to, min_amount, company_id, and optional journal_id) and adds
partner_name / journal_id / journal_name to the returned shape so the tool
wrapper can preserve its existing outward return dict.

All 6 data-adapter tests pass against westin-v19 (TestDataAdapterBase,
TestBankRecAdapter, TestReportsAdapter, TestFollowupAdapter, TestAssetsAdapter).

Made-with: Cursor
2026-04-18 23:26:47 -04:00
gsinghpal
f8b97211ab feat(fusion_accounting_ai): add Followup and Assets data adapters
Made-with: Cursor
2026-04-18 23:21:14 -04:00
gsinghpal
086b24ab36 feat(fusion_accounting_ai): add ReportsAdapter with trial_balance
Made-with: Cursor
2026-04-18 23:14:41 -04:00
gsinghpal
d331dc5fa6 feat(fusion_accounting_ai): add BankRecAdapter for tri-mode bank-rec lookups
Made-with: Cursor
2026-04-18 23:08:53 -04:00
gsinghpal
7025f62107 feat(fusion_accounting_ai): add DataAdapter base + registry
Made-with: Cursor
2026-04-18 22:59:47 -04:00
gsinghpal
6a775db444 feat(fusion_accounting_ai): add post-migration to reassign ir_model_data ownership
Phase 0 Task 7. Pre-Phase-0 all AI code lived in module='fusion_accounting';
the code now lives in 'fusion_accounting_ai' but existing ir_model_data
rows still record the old module name. This post-migration rewrites them.

Handles duplicate-key conflicts by deleting old orphan rows when data-load
has already created a new row under the same name in the new module.

Idempotent: second run reassigns 0 rows.
Made-with: Cursor
2026-04-18 22:42:50 -04:00
gsinghpal
6c72f2ab49 refactor(fusion_accounting): move AI module code into fusion_accounting_ai sub-module
git mv preserves history. fusion_accounting/ retains only __manifest__.py,
__init__.py, CLAUDE.md, and docs/ — the meta-module shell. All Python,
data, views, security, services, static, tests, wizards, report move to
fusion_accounting_ai/. Manifest data list updated; security.xml move to
_core deferred to Task 12.

Made-with: Cursor
2026-04-18 21:45:06 -04:00
gsinghpal
c6d1008810 feat(fusion_accounting_ai): add empty sub-module skeleton
Made-with: Cursor
2026-04-18 21:27:55 -04:00