User reported two UX problems after the Enterprise uninstall:
1. Each Fusion sub-module showed up as its own standalone app in the
launcher (Bank Reconciliation, Financial Reports, Asset Management,
Customer Follow-ups, Fusion AI). Should look like ONE Accounting app.
2. Clicking the 'Fusion Accounting' app still opened the migration
wizard even though Enterprise had been uninstalled and there was
nothing to migrate.
Fix:
- Move all Fusion sub-module roots under the Community account.menu_finance
hierarchy:
* Bank Reconciliation \u2192 Accounting > Bank Reconciliation
* Asset Management \u2192 Accounting > Asset Management
* Financial Reports \u2192 Reporting > Financial Reports
* Follow-ups \u2192 Customers > Follow-ups
* Fusion AI \u2192 Configuration > Fusion AI
* Migrate from Ent. \u2192 Configuration > Migrate from Enterprise
- Rename Community's 'Invoicing' top-level menu to 'Accounting' (what
Enterprise's accountant module did). Set the Fusion icon on it. This
rename lives in the meta-module so it only fires when the full suite
is installed.
- Add second computed group 'group_fusion_show_when_enterprise_present'
(inverse of the existing 'absent' group). Migration menus are gated
by this group, so they auto-hide once Enterprise is uninstalled.
- _fusion_recompute_coexistence_group now maintains both groups in lockstep.
- Meta-module now also depends on l10n_ca, hr_payroll, ocr, documents
(the Phase 6/7 sub-modules) for one-click full-suite install.
- Fusion AI menu's old parent ('accountant.menu_accounting') was deleted
with the Enterprise uninstall \u2014 reparented under Configuration.
Result: single 'Accounting' top-level menu containing the standard
V19 Community structure (Dashboard / Customers / Vendors / Accounting /
Reporting / Configuration), with all Fusion features slotted into the
appropriate sub-section. Verified live on westin-v19: 6 separate
Fusion top-level menus collapsed to 1; coexistence groups recomputed
(absent=10 users, present=0 users); 604/604 tests pass.
Version bump: all touched modules \u2192 19.0.1.1.0.
Made-with: Cursor
Tours: smoke (header loads), select_line, accept_suggestion (skipped
in CI without AI config), auto_reconcile_wizard, load_more. Each
tour scripts a typical user interaction; the Python wrappers run them
via HttpCase.start_tour. Tagged 'tour' so they can be excluded from
fast unit-test runs and selected when full browser infra is available.
Made-with: Cursor
Verifies that the coexistence group recompute method works as expected
in both Enterprise-present and Enterprise-absent scenarios, and that
the bank-rec menu is gated by the group while the engine itself is
always available.
Made-with: Cursor
Menu visible only when fusion_accounting_core.group_fusion_show_when_enterprise_absent
is set (Enterprise's account_accountant not installed). Opens the OWL
bank-rec kanban widget at the unreconciled-lines view.
Made-with: Cursor
Verifies the bank_rec_bootstrap migration step (a) creates precedents
from existing partial.reconcile rows, (b) is idempotent on re-run, and
(c) refreshes the MV without erroring.
Three TransactionCase tests:
- test_bootstrap_creates_precedents_from_existing_reconciles seeds two
reconciles via the engine, wipes the auto-recorded precedents, then
asserts the bootstrap produces source='backfill' precedents.
- test_bootstrap_step_idempotent runs the bootstrap twice and asserts
the second pass creates zero new precedents.
- test_bootstrap_refreshes_mv_without_error runs the bootstrap on a
clean partner and asserts no exception is raised and the result dict
reports MV + pattern refresh outcomes.
Implementation fixes uncovered by these tests:
- precedent_backfill.backfill_precedents now pre-filters
account.partial.reconcile to rows that touch a bank statement line on
either side. Previously it walked every partial in the DB; on the
westin-v19 dev DB that's 16k rows and the default limit=10000 missed
the newest test fixtures (highest IDs).
- backfill skips the periodic env.cr.commit() when running under a
TestCursor, since committing inside a test breaks the rollback.
Test count: 139 -> 142.
Made-with: Cursor
QWeb PDF showing per-company: backfilled precedent count, pattern count,
remaining unreconciled bank line count. Bound to fusion.migration.wizard
so it appears in the Print menu after migration runs.
- reports/migration_audit_report.py defines the AbstractModel
report.fusion_accounting_bank_rec.migration_audit_template, which
aggregates per-company counts from fusion.reconcile.precedent
(source='backfill'), fusion.reconcile.pattern, and
account.bank.statement.line (is_reconciled=False).
- reports/migration_audit_report_views.xml is the QWeb template.
- reports/migration_audit_report_action.xml registers the
ir.actions.report bound to fusion.migration.wizard.
Made-with: Cursor
Adds bank_rec_bootstrap step that backfills fusion.reconcile.precedent
from existing account.partial.reconcile rows during migration. This
gives the AI memory from past Enterprise reconciles. Also triggers
pattern refresh + MV refresh for immediate UI readiness.
- New service services/precedent_backfill.py walks
account.partial.reconcile rows, identifies the bank-statement-line
side, and creates a precedent per qualifying partial. Idempotent via
(statement_line, account, amount, source='backfill') signature.
- New model models/fusion_migration_wizard.py inherits
fusion.migration.wizard, exposes _bank_rec_bootstrap_step() (callable
from tests/audit), and overrides action_run_migration() to call
super() + the bootstrap.
- Adds 'backfill' to fusion.reconcile.precedent.source selection.
- Adds fusion_accounting_migration to depends.
Made-with: Cursor
TransientModel + view + binding action so users can select bank lines
from any list view and bulk-apply either engine.reconcile_batch or
a chosen reconcile model.
Made-with: Cursor
TransientModel that filters unreconciled bank lines by journal +
date range + strategy and runs engine.reconcile_batch. Shows
reconciled_count / skipped_count / error_summary in result view.
Made-with: Cursor
attachment_strip renders inline mimetype-aware chips linking to /web/content
downloads. partner_history_panel calls bank_reconciliation.getPartnerHistory
to surface the learned reconcile pattern (preferred strategy, typical cadence)
plus the most recent reconciles per partner — context Enterprise's bank-rec
widget cannot show because it has no behavioural-learning layer.
Made-with: Cursor
batch_action_bar exposes bulk Suggest-for-selected and Auto-reconcile-selected
toolbar driven by selectedIds prop and the bank_reconciliation service.
reconcile_model_picker is a quick-pick dropdown over account.reconcile.model
records (rule_type=writeoff_button) including the Fusion AI confidence
threshold; apply path is a state-only stub pending Task 38's dedicated endpoint.
Made-with: Cursor
ai_suggestion_strip (inline confidence badge + accept), ai_alternatives_panel
(expandable other-options), ai_reasoning_tooltip (score breakdown). These
go beyond Enterprise's bank_rec_widget which has no AI suggestions.
Made-with: Cursor
Mirrors 3 OWL components from account_accountant for Phase 1
structural parity:
- quick_create/ (BankRecQuickCreate + BankRecQuickCreateController
for inline missing-record creation)
- chatter/ (BankRecChatter — extends @mail Chatter with a
reloadParentView hook for the bound statement line)
- file_uploader/ (BankRecFileUploader — extends @account
DocumentFileUploader to inject statement_line_id into the
upload context, targeting account.bank.statement.line)
Renames applied per spec; CSS class
`o_bank_reconciliation_quick_create` ->
`o_fusion_bank_reconciliation_quick_create`.
Manifest version bumped to 19.0.1.0.15.
Module upgrade succeeds, 134 logical tests still pass — completing
the Phase 1 OWL component mirror (Tasks 30-33). All 14 components
across 4 batches are now bundled.
Made-with: Cursor
Mirrors 5 OWL components from account_accountant for Phase 1
structural parity:
- button/ (single action button)
- button_list/ (toolbar of buttons + dropdown + hotkeys)
- line_to_reconcile/ (editable matched-line editor)
- list_view/ (list view + many2one multi-edit field)
- apply_amount/ (amount application html field)
Renames applied per spec (template names, module IDs, CSS classes).
Notes / deferred to fusion-only Tasks 34-36:
- list_view extends @web ListController instead of Enterprise's
AttachmentPreviewListController; setSelectedRecord is a no-op
pending the previewer pane mirror.
- View/field registry IDs prefixed with `fusion_` to coexist with
Enterprise's account_accountant when both modules are installed
(`fusion_bank_rec_list`, `fusion_bank_rec_dialog_list`,
`fusion_apply_amount_html`, `fusion_bank_rec_list_many2one_multi_id`,
`fusion_bankrec_edit_line`).
- button_list still references Enterprise view_refs in dialog
contexts (`account_accountant.view_account_list_bank_rec_widget`
etc.) for parity; the `set_*` ORM methods on
account.bank.statement.line are Enterprise-only too. These call
sites only fire when the mirrored components are actually
rendered, which Phase 1 does not exercise.
Manifest version bumped to 19.0.1.0.13.
Module upgrade succeeds, 134 logical tests still pass.
Made-with: Cursor
Top-level OWL component (BankRecKanbanController) hosts the bank
reconciliation widget. Reads journal_id + company_id from action context,
initializes the fusion_bank_reconciliation service, and renders the
layout: header (stats), left column (line cards via BankRecLineCard
renderer), right column (detail panel with AI suggestions).
Custom view type 'fusion_bank_rec_kanban' registered so window actions
can use <field name="view_mode">fusion_bank_rec_kanban</field>.
Made-with: Cursor
Central data layer + reactive state for the OWL widget. Wraps the 10
JSON-RPC endpoints from the bank_rec_controller (get_state,
list_unreconciled, get_line_detail, suggest_matches, accept_suggestion,
reconcile_manual, unreconcile, write_off, bulk_reconcile,
get_partner_history). Components inject via useService("fusion_bank_reconciliation").
State held in OWL's reactive() so components auto-rerender on
selection / pagination / reconcile-success changes.
Verified: web.assets_backend bundle includes
/fusion_accounting_bank_rec/static/src/services/bank_reconciliation_service.js;
134/134 module tests pass.
Made-with: Cursor
Provides design tokens (variables.scss), main bank-rec stylesheet,
AI suggestion strip + alternatives panel styling, and dark mode
overrides. CSS classes (.o_fusion_*) will be consumed by OWL components
in Tasks 28-36.
Verified: all 4 SCSS files compile via libsass; web.assets_backend
bundle picks up all 4 entries; 134/134 module tests pass.
Made-with: Cursor
All endpoints route through fusion.reconcile.engine via BankRecAdapter
(or directly for engine methods adapter doesn't expose). Uses V19's
type='jsonrpc' (replacement for deprecated type='json'). Auth=user.
Endpoints:
- get_state, list_unreconciled, get_line_detail (read)
- suggest_matches, accept_suggestion (AI surface)
- reconcile_manual, unreconcile, write_off, bulk_reconcile (write)
- get_partner_history (precedent + pattern read)
Tests use HttpCase to exercise the real Werkzeug stack as a Fusion
Accounting administrator. Includes a smoke test for the deferred
write-off path (Task 12) and a negative test confirming auth='user'
rejects anonymous requests. Helper _make_pair shares one bank journal
across pairs to avoid the (code, company) unique-constraint collision
that the default factory would hit on repeat calls.
Verified: 11/11 controller tests pass, 134/134 module tests pass.
Made-with: Cursor
- cron_suggest (every 30min): warm AI suggestions for unreconciled lines
that don't have a recent pending one
- cron_pattern_refresh (daily 02:00): recompute fusion.reconcile.pattern
for each (company, partner) pair with precedents
- cron_mv_refresh (every 5min): REFRESH MATERIALIZED VIEW CONCURRENTLY
using a dedicated autocommit cursor (REFRESH CONCURRENTLY can't run
inside a regular Odoo transaction)
V19 note: ir.cron dropped the numbercall field, so the data XML omits
it (cron now repeats indefinitely as long as active=True).
Tests: 5 new TestFusionBankRecCron tests pass; full module suite is
0 failed / 0 errors of 123 logical tests on westin-v19.
Made-with: Cursor
CREATE MATERIALIZED VIEW fusion_unreconciled_bank_line_mv pre-computes
the data the kanban widget needs (top suggestion, confidence band,
attachment count, partner reconcile hint) so that listing 50-100 lines
is one indexed query instead of N+1.
Refresh strategy:
- Triggered on fusion.reconcile.suggestion create/write (best-effort,
never poisons the originating transaction)
- Cron (every 5 min) — added in Task 25
The MV is created in the model's init() (Odoo calls this on
install/upgrade). The SQL DDL is idempotent
(CREATE MATERIALIZED VIEW IF NOT EXISTS / CREATE INDEX IF NOT EXISTS)
and includes a UNIQUE(id) index so REFRESH MATERIALIZED VIEW
CONCURRENTLY is supported. _refresh() falls back to a blocking refresh
on the first call after creation.
Made-with: Cursor
Adds fusion.reconcile.engine — the AbstractModel orchestrator for all
bank-line reconciliations. Six public methods (reconcile_one,
reconcile_batch, suggest_matches, accept_suggestion, write_off,
unreconcile) form the only sanctioned write path to
account.partial.reconcile from the rest of the module (controllers, AI
tools, wizards).
Implementation follows V19's bank_rec_widget pattern: rewrite the bank
move's suspense line into one counterpart per matched invoice (or a
write-off line) on the appropriate receivable / payable / write-off
account, then call account.move.line.reconcile() on each pair. Records
a precedent row per reconcile for downstream pattern learning.
16 new unit tests cover all six methods across happy paths, the
precedent side effect, suggestion lifecycle, batch auto-strategy, and
write-off line clearance. 67 total tests, 0 failed.
Made-with: Cursor
Adds the foundation for AI confidence scoring:
- fusion.reconcile.pattern: per-(company, partner) aggregate profile
(volume, cadence, preferred matching strategy, memo signature,
write-off habits) — recomputed nightly from precedents.
- fusion.reconcile.precedent: per-historical-decision memory holding
full feature vector + outcome, used by precedent_lookup for KNN
scoring of new bank lines.
Includes ACL rows for fusion accounting user (read) and admin (CRUD)
groups. Manifest bumped to 19.0.1.0.1.
Note: switched the pattern uniqueness rule from the deprecated
_sql_constraints attribute to models.Constraint (Odoo 19 native API)
so the unique(company_id, partner_id) is actually enforced at the
PG level — _sql_constraints is silently ignored in 19.
Made-with: Cursor
Scaffold the fusion_accounting_bank_rec sub-module with directory
tree, manifest, empty package __init__ files, empty ACL CSV, icon,
and Enterprise reference snapshots. No models, controllers, or
business logic yet — installs cleanly on V19 westin-v19 dev DB.
Made-with: Cursor
