Commit Graph

3 Commits

Author SHA1 Message Date
gsinghpal
8eee64f053 feat(fusion_accounting_ai): wire BankRecAdapter fusion paths to engine
Enhances list_unreconciled_via_fusion to include fusion fields
(top_suggestion_id, confidence_band, attachment_count). Adds 3 new
adapter methods that proxy the engine: suggest_matches, accept_suggestion,
unreconcile. AI tools (Task 22+) and OWL controller (Task 26) will call
these adapter methods instead of touching the engine directly.

Made-with: Cursor
2026-04-19 11:25:41 -04:00
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
d331dc5fa6 feat(fusion_accounting_ai): add BankRecAdapter for tri-mode bank-rec lookups
Made-with: Cursor
2026-04-18 23:08:53 -04:00