Commit Graph

4 Commits

Author SHA1 Message Date
gsinghpal
5020129c45 refactor(fusion_accounting_ai): route legacy reconcile tools through engine
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When fusion_accounting_bank_rec is installed, match_bank_line_to_payments
and auto_reconcile_bank_lines now use fusion.reconcile.engine via the
BankRecAdapter, gaining precedent recording, AI suggestion superseding,
and shared validation. Legacy paths preserved for Enterprise/Community-
only installs (engine model absent -> fall back to set_line_bank_statement_line
and _try_auto_reconcile_statement_lines).

Also wraps engine.reconcile_batch's per-line loop in a savepoint so a
single bad line's DB error (e.g. check-constraint violation) no longer
poisons the whole batch transaction; the existing per-line try/except
now isolates failures as originally intended.

Made-with: Cursor
2026-04-19 11:37:34 -04:00
gsinghpal
3993f58910 feat(fusion_accounting_ai): 5 new bank-rec AI tools wrapping engine
Adds fusion_suggest_matches, fusion_accept_suggestion,
fusion_reconcile_bank_line, fusion_unreconcile, and
fusion_get_pending_suggestions. All route through the BankRecAdapter
(or direct engine for ones the adapter doesn't expose), giving the AI
chat the same reconciliation surface a human operator gets in the OWL UI.

Made-with: Cursor
2026-04-19 11:31:40 -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
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