Commit Graph

9 Commits

Author SHA1 Message Date
gsinghpal
91d09dfca2 feat(fusion_accounting_bank_rec): precedent_lookup K-nearest search
Made-with: Cursor
2026-04-19 10:45:30 -04:00
gsinghpal
ef27f0e2c1 feat(fusion_accounting_bank_rec): inherit account.bank.statement.line + account.reconcile.model
Task 17 — Add Phase 1 widget compute fields and AI hooks:
- account.bank.statement.line: fusion_top_suggestion_id (m2o, unstored),
  fusion_confidence_band (selection, unstored), bank_statement_attachment_ids
  (one2many compute, mirrors Enterprise's surface field for the OWL widget).
- account.reconcile.model: fusion_ai_confidence_threshold (float).
- Bumps manifest 19.0.1.0.3 → 19.0.1.0.4.

V19 note: dropped @api.depends('id') on _compute_top_suggestion (NotImplementedError
in V19); compute is on-demand for unstored field anyway.

Made-with: Cursor
2026-04-19 10:45:30 -04:00
gsinghpal
b37b1d4618 feat(fusion_accounting_bank_rec): transient model for widget round-trip data
Made-with: Cursor
2026-04-19 10:45:30 -04:00
gsinghpal
e468ae6b0a feat(fusion_accounting_bank_rec): persisted AI suggestion model with state lifecycle
Made-with: Cursor
2026-04-19 10:45:30 -04:00
gsinghpal
6e945dea95 feat(fusion_accounting_bank_rec): pattern + precedent models for behavioural learning
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
2026-04-19 10:45:30 -04:00
gsinghpal
3dc74e3987 feat(fusion_accounting_bank_rec): matching strategies (AmountExact, FIFO, MultiInvoice)
Made-with: Cursor
2026-04-19 10:45:30 -04:00
gsinghpal
b75f215808 feat(fusion_accounting_bank_rec): exchange_diff helper for FX gain/loss pre-check
Made-with: Cursor
2026-04-19 10:45:30 -04:00
gsinghpal
f2d6492efd feat(fusion_accounting_bank_rec): memo_tokenizer for Canadian bank memo formats
Made-with: Cursor
2026-04-19 10:45:30 -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