feat(fusion_accounting_bank_rec): bulk reconcile wizard for selected lines

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

fusion_accounting_bank_rec/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.18',
+    'version': '19.0.1.0.20',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',
@@ -31,6 +31,8 @@ Built by Nexa Systems Inc.
     'data': [
         'security/ir.model.access.csv',
         'data/cron.xml',
+        'wizards/auto_reconcile_wizard_views.xml',
+        'wizards/bulk_reconcile_wizard_views.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_accounting_bank_rec/security/ir.model.access.csv

@@ -8,3 +8,5 @@ access_fusion_reconcile_suggestion_admin,suggestion admin,model_fusion_reconcile
 access_fusion_bank_rec_widget_user,bank rec widget user,model_fusion_bank_rec_widget,fusion_accounting_core.group_fusion_accounting_user,1,1,1,1
 access_fusion_unreconciled_bank_line_mv_user,unreconciled bank line mv user,model_fusion_unreconciled_bank_line_mv,fusion_accounting_core.group_fusion_accounting_user,1,0,0,0
 access_fusion_unreconciled_bank_line_mv_admin,unreconciled bank line mv admin,model_fusion_unreconciled_bank_line_mv,fusion_accounting_core.group_fusion_accounting_admin,1,0,0,0
+access_fusion_auto_reconcile_wizard_user,fusion.auto.reconcile.wizard.user,model_fusion_auto_reconcile_wizard,base.group_user,1,1,1,0
+access_fusion_bulk_reconcile_wizard_user,fusion.bulk.reconcile.wizard.user,model_fusion_bulk_reconcile_wizard,base.group_user,1,1,1,0

fusion_accounting_bank_rec/tests/__init__.py

@@ -16,3 +16,5 @@ from . import test_legacy_tools_refactor
 from . import test_mv_unreconciled
 from . import test_cron_methods
 from . import test_controller
+from . import test_auto_reconcile_wizard
+from . import test_bulk_reconcile_wizard

fusion_accounting_bank_rec/tests/test_auto_reconcile_wizard.py

@@ -0,0 +1,50 @@
+"""Tests for fusion.auto.reconcile.wizard."""
+
+from odoo.tests.common import TransactionCase, tagged
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestAutoReconcileWizard(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Auto Wizard Partner'})
+        self.journal = f.make_bank_journal(self.env, name='Auto Bank', code='AUBK')
+
+    def test_wizard_runs_and_reconciles_matchable_lines(self):
+        statement = f.make_bank_statement(self.env, journal=self.journal)
+        for amount in [100.00, 200.00]:
+            f.make_invoice(self.env, partner=self.partner, amount=amount)
+            f.make_bank_line(
+                self.env, statement=statement, amount=amount, partner=self.partner)
+
+        wizard = self.env['fusion.auto.reconcile.wizard'].create({
+            'journal_id': self.journal.id,
+            'strategy': 'auto',
+            'only_with_partner': True,
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.state, 'done')
+        self.assertGreaterEqual(wizard.reconciled_count, 2)
+
+    def test_wizard_filters_by_date_range(self):
+        wizard = self.env['fusion.auto.reconcile.wizard'].create({
+            'journal_id': self.journal.id,
+            'date_from': '2099-01-01',
+            'date_to': '2099-12-31',
+            'strategy': 'auto',
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.reconciled_count, 0)
+
+    def test_wizard_skips_when_only_with_partner_excludes_orphans(self):
+        statement = f.make_bank_statement(self.env, journal=self.journal)
+        f.make_bank_line(self.env, statement=statement, amount=999, partner=None)
+        wizard = self.env['fusion.auto.reconcile.wizard'].create({
+            'journal_id': self.journal.id,
+            'strategy': 'auto',
+            'only_with_partner': True,
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.reconciled_count, 0)

fusion_accounting_bank_rec/tests/test_bulk_reconcile_wizard.py

@@ -0,0 +1,42 @@
+"""Tests for fusion.bulk.reconcile.wizard."""
+
+from odoo.tests.common import TransactionCase, tagged
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestBulkReconcileWizard(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Bulk Wizard Partner'})
+        self.journal = f.make_bank_journal(self.env, name='Bulk Bank', code='BLKBK')
+        self.statement = f.make_bank_statement(self.env, journal=self.journal)
+
+    def test_wizard_default_picks_active_ids(self):
+        line1 = f.make_bank_line(
+            self.env, statement=self.statement, amount=100, partner=self.partner)
+        line2 = f.make_bank_line(
+            self.env, statement=self.statement, amount=200, partner=self.partner)
+        wizard = self.env['fusion.bulk.reconcile.wizard'].with_context(
+            active_model='account.bank.statement.line',
+            active_ids=[line1.id, line2.id],
+        ).create({})
+        self.assertEqual(set(wizard.statement_line_ids.ids), {line1.id, line2.id})
+        self.assertEqual(wizard.selected_count, 2)
+
+    def test_wizard_auto_mode_runs_engine_batch(self):
+        line_ids = []
+        for amount in [110.00, 220.00]:
+            f.make_invoice(self.env, partner=self.partner, amount=amount)
+            line = f.make_bank_line(
+                self.env, statement=self.statement, amount=amount, partner=self.partner)
+            line_ids.append(line.id)
+        wizard = self.env['fusion.bulk.reconcile.wizard'].create({
+            'statement_line_ids': [(6, 0, line_ids)],
+            'mode': 'auto',
+            'strategy': 'auto',
+        })
+        wizard.action_run()
+        self.assertEqual(wizard.state, 'done')
+        self.assertGreaterEqual(wizard.reconciled_count, 2)

fusion_accounting_bank_rec/wizards/__init__.py

@@ -0,0 +1,2 @@
+from . import auto_reconcile_wizard
+from . import bulk_reconcile_wizard

fusion_accounting_bank_rec/wizards/auto_reconcile_wizard.py

@@ -0,0 +1,78 @@
+"""Auto-reconcile wizard.
+
+Lets the user pick filters (journal, date range, strategy) and runs
+fusion.reconcile.engine.reconcile_batch on all matching unreconciled
+bank lines. Shows summary of results.
+"""
+
+from odoo import _, fields, models
+
+
+class FusionAutoReconcileWizard(models.TransientModel):
+    _name = "fusion.auto.reconcile.wizard"
+    _description = "Auto-Reconcile Bank Statement Lines Wizard"
+
+    journal_id = fields.Many2one(
+        'account.journal', string="Bank Journal",
+        domain=[('type', '=', 'bank')], required=True)
+    date_from = fields.Date(string="Date From")
+    date_to = fields.Date(string="Date To", default=fields.Date.today)
+    strategy = fields.Selection([
+        ('auto', 'Auto (try amount-exact, then multi-invoice, then FIFO)'),
+        ('amount_exact', 'Amount Exact only'),
+        ('fifo', 'FIFO only'),
+        ('multi_invoice', 'Multi-invoice combination only'),
+    ], default='auto', required=True)
+    only_with_partner = fields.Boolean(
+        string="Only lines with a partner",
+        default=True,
+        help="Most safer matches require a known partner. Untick to attempt "
+             "matching for orphan lines too (uses memo tokenization).")
+
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('done', 'Done'),
+    ], default='draft')
+    reconciled_count = fields.Integer(readonly=True)
+    skipped_count = fields.Integer(readonly=True)
+    error_count = fields.Integer(readonly=True)
+    error_summary = fields.Text(readonly=True)
+
+    def _build_domain(self):
+        self.ensure_one()
+        domain = [
+            ('journal_id', '=', self.journal_id.id),
+            ('is_reconciled', '=', False),
+        ]
+        if self.date_from:
+            domain.append(('date', '>=', self.date_from))
+        if self.date_to:
+            domain.append(('date', '<=', self.date_to))
+        if self.only_with_partner:
+            domain.append(('partner_id', '!=', False))
+        return domain
+
+    def action_run(self):
+        self.ensure_one()
+        Line = self.env['account.bank.statement.line']
+        lines = Line.search(self._build_domain(), limit=1000)
+        result = self.env['fusion.reconcile.engine'].reconcile_batch(
+            lines, strategy=self.strategy)
+        errors = result.get('errors', [])
+        self.write({
+            'state': 'done',
+            'reconciled_count': result.get('reconciled_count', 0),
+            'skipped_count': result.get('skipped', 0),
+            'error_count': len(errors),
+            'error_summary': '\n'.join(
+                f"Line {e['line_id']}: {e['error']}" for e in errors[:20]
+            ) or False,
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+            'context': self.env.context,
+        }

fusion_accounting_bank_rec/wizards/auto_reconcile_wizard_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_fusion_auto_reconcile_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.auto.reconcile.wizard.form</field>
+        <field name="model">fusion.auto.reconcile.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Auto-Reconcile Bank Lines">
+                <group invisible="state == 'done'">
+                    <field name="journal_id" options="{'no_create': True}"/>
+                    <field name="date_from"/>
+                    <field name="date_to"/>
+                    <field name="strategy"/>
+                    <field name="only_with_partner"/>
+                </group>
+                <group invisible="state != 'done'" string="Results">
+                    <field name="reconciled_count"/>
+                    <field name="skipped_count"/>
+                    <field name="error_count"/>
+                    <field name="error_summary"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <footer>
+                    <button name="action_run" type="object" string="Run"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <button special="cancel" string="Close"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_auto_reconcile_wizard" model="ir.actions.act_window">
+        <field name="name">Auto-Reconcile</field>
+        <field name="res_model">fusion.auto.reconcile.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+</odoo>

fusion_accounting_bank_rec/wizards/bulk_reconcile_wizard.py

@@ -0,0 +1,93 @@
+"""Bulk reconcile wizard — operates on user-selected records.
+
+Reads active_ids from context (selected bank lines). Two modes:
+1. Auto (run engine on all selected with chosen strategy)
+2. Apply reconcile model (apply a chosen account.reconcile.model to all)
+"""
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+class FusionBulkReconcileWizard(models.TransientModel):
+    _name = "fusion.bulk.reconcile.wizard"
+    _description = "Bulk Reconcile Selected Bank Lines Wizard"
+
+    statement_line_ids = fields.Many2many(
+        'account.bank.statement.line',
+        string="Selected Bank Lines",
+        default=lambda self: [(6, 0, self._default_line_ids())])
+    selected_count = fields.Integer(
+        compute='_compute_selected_count', string="# Selected")
+    mode = fields.Selection([
+        ('auto', 'Auto (engine reconcile_batch)'),
+        ('reconcile_model', 'Apply Reconcile Model'),
+    ], default='auto', required=True)
+    strategy = fields.Selection([
+        ('auto', 'Auto'),
+        ('amount_exact', 'Amount Exact only'),
+        ('fifo', 'FIFO only'),
+        ('multi_invoice', 'Multi-invoice'),
+    ], default='auto')
+    reconcile_model_id = fields.Many2one(
+        'account.reconcile.model', string="Reconcile Model",
+        domain=[('rule_type', '=', 'writeoff_button')])
+
+    state = fields.Selection(
+        [('draft', 'Draft'), ('done', 'Done')], default='draft')
+    reconciled_count = fields.Integer(readonly=True)
+    skipped_count = fields.Integer(readonly=True)
+    error_count = fields.Integer(readonly=True)
+    error_summary = fields.Text(readonly=True)
+
+    @api.model
+    def _default_line_ids(self):
+        ctx = self.env.context
+        if ctx.get('active_model') == 'account.bank.statement.line':
+            return ctx.get('active_ids', [])
+        return []
+
+    @api.depends('statement_line_ids')
+    def _compute_selected_count(self):
+        for w in self:
+            w.selected_count = len(w.statement_line_ids)
+
+    def action_run(self):
+        self.ensure_one()
+        if self.mode == 'auto':
+            result = self.env['fusion.reconcile.engine'].reconcile_batch(
+                self.statement_line_ids, strategy=self.strategy)
+        elif self.mode == 'reconcile_model':
+            if not self.reconcile_model_id:
+                raise UserError(_("Pick a reconcile model first."))
+            # Phase 1 fallback: apply the model line-by-line via the engine's
+            # write_off path (simplified — real reconcile-model semantics are
+            # more nuanced; full integration in Task 38 follow-up).
+            result = {'reconciled_count': 0, 'skipped': 0, 'errors': []}
+            for line in self.statement_line_ids:
+                try:
+                    self.reconcile_model_id._apply_lines_for_bank_statement_line(line)
+                    result['reconciled_count'] += 1
+                except Exception as e:  # noqa: BLE001
+                    result['errors'].append({'line_id': line.id, 'error': str(e)})
+        else:
+            result = {'reconciled_count': 0, 'skipped': 0, 'errors': []}
+
+        errors = result.get('errors', [])
+        self.write({
+            'state': 'done',
+            'reconciled_count': result.get('reconciled_count', 0),
+            'skipped_count': result.get('skipped', 0),
+            'error_count': len(errors),
+            'error_summary': '\n'.join(
+                f"Line {e['line_id']}: {e['error']}" for e in errors[:20]
+            ) or False,
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+            'context': self.env.context,
+        }

fusion_accounting_bank_rec/wizards/bulk_reconcile_wizard_views.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_fusion_bulk_reconcile_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.bulk.reconcile.wizard.form</field>
+        <field name="model">fusion.bulk.reconcile.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Bulk Reconcile Selected">
+                <group invisible="state == 'done'">
+                    <field name="selected_count" readonly="1"/>
+                    <field name="mode" widget="radio"/>
+                    <field name="strategy" invisible="mode != 'auto'"/>
+                    <field name="reconcile_model_id"
+                           invisible="mode != 'reconcile_model'"
+                           required="mode == 'reconcile_model'"/>
+                </group>
+                <group invisible="state != 'done'" string="Results">
+                    <field name="reconciled_count"/>
+                    <field name="skipped_count"/>
+                    <field name="error_count"/>
+                    <field name="error_summary"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <field name="statement_line_ids" invisible="1"/>
+                <footer>
+                    <button name="action_run" type="object" string="Run"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <button special="cancel" string="Close"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_bulk_reconcile_wizard" model="ir.actions.act_window">
+        <field name="name">Bulk Reconcile Selected</field>
+        <field name="res_model">fusion.bulk.reconcile.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="binding_model_id" ref="account.model_account_bank_statement_line"/>
+        <field name="binding_view_types">list</field>
+    </record>
+
+</odoo>