Commit Graph

2 Commits

Author SHA1 Message Date
gsinghpal
ffc029a875 test(fusion_accounting_bank_rec): migration round-trip for bootstrap step
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
2026-04-19 13:33:29 -04:00
gsinghpal
b6aedc9bbe feat(fusion_accounting_bank_rec): migration wizard bootstrap step
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
2026-04-19 13:24:17 -04:00