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
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 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
