Commit Graph

13 Commits

Author SHA1 Message Date
gsinghpal
d623b67157 test(fusion_accounting_bank_rec): 5 OWL tour tests for widget smoke
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
2026-04-19 13:47:23 -04:00
gsinghpal
6cbb5f85fe feat(fusion_accounting_bank_rec): fusion-only attachment strip + partner history panel
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
2026-04-19 13:05:23 -04:00
gsinghpal
596ecb9e03 feat(fusion_accounting_bank_rec): fusion-only batch action bar + reconcile model picker
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
2026-04-19 13:03:50 -04:00
gsinghpal
99e27cc566 feat(fusion_accounting_bank_rec): fusion-only AI suggestion UI components
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
2026-04-19 13:02:18 -04:00
gsinghpal
c9ac4c64fb feat(fusion_accounting_bank_rec): mirror Enterprise OWL batch 4 (auxiliary components)
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
2026-04-19 12:55:20 -04:00
gsinghpal
b06e01babb feat(fusion_accounting_bank_rec): mirror Enterprise OWL batch 3 (dialog components)
Mirrors 2 OWL components (3 files each) from account_accountant
for Phase 1 structural parity:

- bankrec_form_dialog/ (full-form dialog for advanced editing,
  including BankRecEditLineFormController with the To-Review
  hotkey button)
- search_dialog/ (BankRecSelectCreateDialog for finding additional
  matches, plus the bank_rec_dialog_list view registration)

Renames applied per spec.

Notes:
- View registry IDs prefixed: `fusion_bankrec_edit_line`,
  `fusion_bank_rec_dialog_list`.
- Button template renamed
  `accountant.BankRecFormDialog.buttons` ->
  `fusion_accounting_bank_rec.BankRecFormDialog.buttons`.

Manifest version bumped to 19.0.1.0.14.

Module upgrade succeeds, 134 logical tests still pass.

Made-with: Cursor
2026-04-19 12:54:11 -04:00
gsinghpal
9e4de89269 feat(fusion_accounting_bank_rec): mirror Enterprise OWL batch 2 (action + edit components)
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
2026-04-19 12:53:02 -04:00
gsinghpal
1634ecd4f6 feat(fusion_accounting_bank_rec): mirror Enterprise OWL batch 1 (display components)
Mirrors 4 OWL components from account_accountant for Phase 1
structural parity:

- statement_line/ (display + interactivity for one bank line)
- statement_summary/ (header summary card per statement)
- line_info_pop_over/ (popover with extra info on hover)
- reconciled_line_name/ (label for already-reconciled lines)

Plus the Enterprise-compat surface added to
fusion_bank_reconciliation service:
- useBankReconciliation() hook export
- chatterState reactive (visible, statementLine)
- reconcileCountPerPartnerId / reconcileModelPerStatementLineId
- selectStatementLine, openChatter, toggleChatter, reloadChatter
- computeReconcileLineCountPerPartnerId (no-op stub)
- computeAvailableReconcileModels (no-op stub)
- updateAvailableReconcileModels (no-op stub)
- reloadRecords helper
- statementLine{,MoveId,Move,Id} getters

Service now also depends on `orm`. A
components/bank_reconciliation/bank_reconciliation_service.js
re-export shim lets mirrored components keep their relative
`../bank_reconciliation_service` imports verbatim.

Renames applied per spec:
- account_accountant.* -> fusion_accounting_bank_rec.* (template names)
- @account_accountant/... -> @fusion_accounting_bank_rec/... (module IDs)
- useService("bank_reconciliation_service")
    -> useService("fusion_bank_reconciliation")

Forward imports to batch 2 components (button_list,
line_to_reconcile) resolve lazily — files are on disk and bundled
in subsequent batches. Phase 1 prioritizes structural parity;
behaviour wired up in fusion-only Tasks 34-36.

Manifest version bumped to 19.0.1.0.12.

Module upgrade succeeds, 134 logical tests still pass.

Made-with: Cursor
2026-04-19 12:51:38 -04:00
gsinghpal
3e48bab087 feat(fusion_accounting_bank_rec): kanban controller + renderer for OWL widget
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
2026-04-19 12:33:57 -04:00
gsinghpal
a4a9692888 fix(fusion_accounting_bank_rec): acceptSuggestion double-decrement count
Optimistic remove was decrementing unreconciledCount before assigning
the authoritative server count, leading to off-by-one. Order swapped:
remove first, then overwrite with server count.

Caught by Task 28 subagent self-review.

Made-with: Cursor
2026-04-19 12:28:34 -04:00
gsinghpal
d4dbca5927 feat(fusion_accounting_bank_rec): OWL bank reconciliation service
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
2026-04-19 12:27:44 -04:00
gsinghpal
24e2708d98 feat(fusion_accounting_bank_rec): SCSS foundation for OWL widget
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
2026-04-19 12:23:55 -04:00
gsinghpal
09104007f6 feat(fusion_accounting_bank_rec): add empty sub-module skeleton
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
2026-04-19 10:45:30 -04:00