refactor(fusion_accounting_ai): route legacy reconcile tools through engine

When fusion_accounting_bank_rec is installed, match_bank_line_to_payments
and auto_reconcile_bank_lines now use fusion.reconcile.engine via the
BankRecAdapter, gaining precedent recording, AI suggestion superseding,
and shared validation. Legacy paths preserved for Enterprise/Community-
only installs (engine model absent -> fall back to set_line_bank_statement_line
and _try_auto_reconcile_statement_lines).

Also wraps engine.reconcile_batch's per-line loop in a savepoint so a
single bad line's DB error (e.g. check-constraint violation) no longer
poisons the whole batch transaction; the existing per-line try/except
now isolates failures as originally intended.

Made-with: Cursor

fusion_accounting_ai/services/data_adapters/bank_rec.py

@@ -4,6 +4,12 @@ Routes bank-rec data lookups across:
 - FUSION:    fusion.bank.rec.widget (added by fusion_accounting_bank_rec, Phase 1)
 - ENTERPRISE: account_accountant's bank_rec_widget JS service
 - COMMUNITY: pure search on account.bank.statement.line
+
+In addition to ``list_unreconciled``, the adapter exposes thin wrappers
+around the engine's public API: ``suggest_matches``, ``accept_suggestion``,
+``unreconcile``. AI tools and the OWL controller go through these wrappers
+instead of touching the engine directly so install-mode routing stays in
+one place.
 """
 
 from .base import DataAdapter
@@ -14,6 +20,10 @@ class BankRecAdapter(DataAdapter):
     FUSION_MODEL = 'fusion.bank.rec.widget'
     ENTERPRISE_MODULE = 'account_accountant'
 
+    # ------------------------------------------------------------
+    # list_unreconciled
+    # ------------------------------------------------------------
+
     def list_unreconciled(self, journal_id=None, limit=100, date_from=None,
                           date_to=None, min_amount=None, company_id=None):
         """Return unreconciled bank statement lines.
@@ -31,13 +41,29 @@ class BankRecAdapter(DataAdapter):
     def list_unreconciled_via_fusion(self, journal_id=None, limit=100,
                                      date_from=None, date_to=None,
                                      min_amount=None, company_id=None):
-        # Phase 1 will add fusion.bank.rec.widget; this method becomes the primary path.
-        # For now: even when the model exists, delegate to community read shape.
-        return self.list_unreconciled_via_community(
+        """Community shape + fusion AI fields (top suggestion, band, attachments)."""
+        base = self.list_unreconciled_via_community(
             journal_id=journal_id, limit=limit,
             date_from=date_from, date_to=date_to,
             min_amount=min_amount, company_id=company_id,
         )
+        if not base:
+            return base
+        Line = self.env['account.bank.statement.line'].sudo()
+        ids = [row['id'] for row in base]
+        lines_by_id = {line.id: line for line in Line.browse(ids)}
+        for row in base:
+            line = lines_by_id.get(row['id'])
+            if not line:
+                row['fusion_top_suggestion_id'] = None
+                row['fusion_confidence_band'] = 'none'
+                row['attachment_count'] = 0
+                continue
+            top = line.fusion_top_suggestion_id
+            row['fusion_top_suggestion_id'] = top.id if top else None
+            row['fusion_confidence_band'] = line.fusion_confidence_band or 'none'
+            row['attachment_count'] = len(line.bank_statement_attachment_ids)
+        return base
 
     def list_unreconciled_via_enterprise(self, journal_id=None, limit=100,
                                          date_from=None, date_to=None,
@@ -83,5 +109,121 @@ class BankRecAdapter(DataAdapter):
             for r in records
         ]
 
+    # ------------------------------------------------------------
+    # suggest_matches
+    # ------------------------------------------------------------
+
+    def suggest_matches(self, statement_line_ids, *, limit_per_line=3,
+                        company_id=None):
+        """Return AI suggestions per bank line.
+
+        Shape: ``{line_id: [{'id', 'rank', 'confidence', 'reasoning',
+        'candidate_id'}, ...]}``. Empty dict when AI suggestions are not
+        available (Enterprise / Community).
+        """
+        return self._dispatch(
+            'suggest_matches',
+            statement_line_ids=statement_line_ids,
+            limit_per_line=limit_per_line,
+            company_id=company_id,
+        )
+
+    def suggest_matches_via_fusion(self, statement_line_ids, *,
+                                   limit_per_line=3, company_id=None):
+        Line = self.env['account.bank.statement.line'].sudo()
+        lines = Line.browse(list(statement_line_ids or [])).exists()
+        if not lines:
+            return {}
+        return self.env['fusion.reconcile.engine'].suggest_matches(
+            lines, limit_per_line=limit_per_line)
+
+    def suggest_matches_via_enterprise(self, statement_line_ids, *,
+                                       limit_per_line=3, company_id=None):
+        # Enterprise has its own suggest mechanism inside bank_rec_widget;
+        # we don't proxy it from Python.
+        return {}
+
+    def suggest_matches_via_community(self, statement_line_ids, *,
+                                      limit_per_line=3, company_id=None):
+        return {}
+
+    # ------------------------------------------------------------
+    # accept_suggestion
+    # ------------------------------------------------------------
+
+    def accept_suggestion(self, suggestion_id):
+        """Accept a fusion AI suggestion and reconcile against its proposal.
+
+        Returns ``{'partial_ids': [...], 'exchange_diff_move_id': int|None,
+        'write_off_move_id': int|None}``. Fusion-only.
+        """
+        return self._dispatch(
+            'accept_suggestion', suggestion_id=suggestion_id)
+
+    def accept_suggestion_via_fusion(self, suggestion_id):
+        return self.env['fusion.reconcile.engine'].accept_suggestion(
+            int(suggestion_id))
+
+    def accept_suggestion_via_enterprise(self, suggestion_id):
+        raise NotImplementedError("accept_suggestion is fusion-only")
+
+    def accept_suggestion_via_community(self, suggestion_id):
+        raise NotImplementedError("accept_suggestion is fusion-only")
+
+    # ------------------------------------------------------------
+    # unreconcile
+    # ------------------------------------------------------------
+
+    def unreconcile(self, partial_reconcile_ids):
+        """Reverse a reconciliation by partial IDs.
+
+        Returns ``{'unreconciled_line_ids': [...]}``. Available in all modes
+        (the engine delegates to V19's standard
+        ``account.bank.statement.line.action_undo_reconciliation``).
+        """
+        return self._dispatch(
+            'unreconcile', partial_reconcile_ids=partial_reconcile_ids)
+
+    def unreconcile_via_fusion(self, partial_reconcile_ids):
+        Partial = self.env['account.partial.reconcile'].sudo()
+        partials = Partial.browse(list(partial_reconcile_ids or [])).exists()
+        return self.env['fusion.reconcile.engine'].unreconcile(partials)
+
+    def unreconcile_via_enterprise(self, partial_reconcile_ids):
+        # Enterprise/community paths can't depend on fusion.reconcile.engine
+        # being loaded (fusion_accounting_ai does NOT depend on
+        # fusion_accounting_bank_rec). Mirror the engine's behaviour using
+        # only Community-available helpers.
+        return self._unreconcile_standalone(partial_reconcile_ids)
+
+    def unreconcile_via_community(self, partial_reconcile_ids):
+        return self._unreconcile_standalone(partial_reconcile_ids)
+
+    def _unreconcile_standalone(self, partial_reconcile_ids):
+        """Engine-free unreconcile for installs without fusion_accounting_bank_rec.
+
+        Mirrors ``fusion.reconcile.engine.unreconcile``: finds bank lines whose
+        moves own any of the partials' journal items, runs the standard undo
+        on them, then unlinks any leftovers.
+        """
+        Partial = self.env['account.partial.reconcile'].sudo()
+        partials = Partial.browse(list(partial_reconcile_ids or [])).exists()
+        if not partials:
+            return {'unreconciled_line_ids': []}
+        all_lines = (
+            partials.mapped('debit_move_id')
+            | partials.mapped('credit_move_id')
+        )
+        line_ids = all_lines.ids
+        affected = self.env['account.bank.statement.line'].sudo().search([
+            ('move_id', 'in', all_lines.mapped('move_id').ids),
+        ])
+        if affected:
+            affected.action_undo_reconciliation()
+        remaining = partials.exists()
+        if remaining:
+            remaining.unlink()
+        return {'unreconciled_line_ids': line_ids}
+
 
 register_adapter('bank_rec', BankRecAdapter)

fusion_accounting_ai/services/prompts/__init__.py

@@ -1,2 +1,3 @@
 from . import system_prompt
 from . import domain_prompts
+from . import bank_rec_prompt

fusion_accounting_ai/services/prompts/bank_rec_prompt.py

@@ -0,0 +1,107 @@
+"""Bank reconciliation AI re-rank prompt.
+
+Used by fusion_accounting_bank_rec/services/confidence_scoring.py to ask
+an LLM to refine the statistical ranking of candidate matches.
+
+Output contract: the LLM MUST respond with valid JSON of shape:
+    {"ranked": [{"candidate_id": int, "confidence": float, "reason": str}, ...]}
+
+System prompt is provider-agnostic - works with OpenAI Chat Completions,
+Claude Messages, and local OpenAI-compatible servers (LM Studio, Ollama).
+"""
+
+from datetime import date
+
+
+SYSTEM_PROMPT = """You are an expert accountant assisting with bank reconciliation.
+
+Your job: given a bank statement line and a list of candidate journal items
+that statistically scored well as potential matches, re-rank them based on
+domain expertise. Consider:
+
+1. **Amount-exact matches** are almost always correct unless the partner is wrong.
+2. **Memo / reference clues** - bank memos often contain invoice numbers, partner
+   names, or transaction references that disambiguate matches.
+3. **Date proximity** - invoices are typically reconciled within 30 days of issue.
+4. **Pattern conformance** - if the partner has a learned pattern (e.g. "always
+   pays exact amount, weekly cadence"), favor candidates that fit that pattern.
+5. **Precedent similarity** - if a near-identical reconcile happened before,
+   it's likely the right one.
+
+Return ONLY valid JSON of this exact shape:
+{
+  "ranked": [
+    {"candidate_id": <int>, "confidence": <float 0-1>, "reason": "<short string>"},
+    ...
+  ]
+}
+
+Do NOT include any prose before or after the JSON. Do NOT use markdown code fences.
+The "ranked" array MUST contain every candidate_id from the input, in your
+preferred order (highest confidence first).
+"""
+
+
+def build_prompt(statement_line, scored_candidates, pattern=None, precedents=None):
+    """Build (system_prompt, user_prompt) for AI re-rank.
+
+    Args:
+        statement_line: account.bank.statement.line recordset (singleton)
+        scored_candidates: list of ScoredCandidate dataclasses (from confidence_scoring)
+        pattern: fusion.reconcile.pattern recordset for the partner, or None
+        precedents: list of PrecedentMatch dataclasses, or None
+
+    Returns:
+        (system_prompt: str, user_prompt: str) tuple
+    """
+    user_parts = []
+
+    user_parts.append("BANK LINE:")
+    user_parts.append(f"  Date: {statement_line.date}")
+    user_parts.append(
+        f"  Amount: {statement_line.amount} {statement_line.currency_id.name or ''}"
+    )
+    user_parts.append(
+        f"  Memo / payment ref: {statement_line.payment_ref or '(none)'}"
+    )
+    if statement_line.partner_id:
+        user_parts.append(f"  Partner: {statement_line.partner_id.name}")
+
+    if pattern:
+        user_parts.append("")
+        user_parts.append("PARTNER PATTERN (learned from past reconciles):")
+        user_parts.append(f"  Reconcile count: {pattern.reconcile_count}")
+        user_parts.append(f"  Preferred strategy: {pattern.pref_strategy}")
+        user_parts.append(
+            f"  Typical cadence: ~{pattern.typical_cadence_days} days between reconciles"
+        )
+        if pattern.typical_amount_range:
+            user_parts.append(f"  Typical amount range: {pattern.typical_amount_range}")
+        if pattern.common_memo_tokens:
+            user_parts.append(f"  Common memo tokens: {pattern.common_memo_tokens}")
+
+    if precedents:
+        user_parts.append("")
+        user_parts.append("RECENT PRECEDENTS (most-similar past reconciles for this partner):")
+        # Cap at 3 precedents to keep prompt small and reduce token cost.
+        for p in precedents[:3]:
+            user_parts.append(
+                f"  - amount={p.amount}, similarity={p.similarity_score:.2f}, "
+                f"matched {p.matched_move_line_count} line(s), tokens={p.memo_tokens}"
+            )
+
+    user_parts.append("")
+    user_parts.append("CANDIDATES (scored by statistical pipeline):")
+    for s in scored_candidates:
+        user_parts.append(
+            f"  - candidate_id={s.candidate_id}, statistical_confidence={s.confidence}, "
+            f"amount_match={s.score_amount_match}, pattern_fit={s.score_partner_pattern}, "
+            f"precedent_sim={s.score_precedent_similarity}, "
+            f"reason=\"{s.reasoning}\""
+        )
+
+    user_parts.append("")
+    user_parts.append("Re-rank these candidates and return JSON per the system prompt.")
+
+    user_prompt = "\n".join(user_parts)
+    return (SYSTEM_PROMPT, user_prompt)

fusion_accounting_ai/services/tools/bank_reconciliation.py

@@ -67,7 +67,16 @@ def match_bank_line_to_payments(env, params):
     st_line = env['account.bank.statement.line'].browse(st_line_id)
     if not st_line.exists():
         return {'error': 'Statement line not found'}
-    st_line.set_line_bank_statement_line(move_line_ids)
+    # Phase 1 Task 23: route through engine when available
+    if 'fusion.reconcile.engine' in env.registry:
+        cands = env['account.move.line'].browse(move_line_ids).exists()
+        if not cands:
+            return {'error': 'No valid move_line_ids'}
+        env['fusion.reconcile.engine'].reconcile_one(
+            st_line, against_lines=cands)
+        st_line.invalidate_recordset(['is_reconciled'])
+    else:
+        st_line.set_line_bank_statement_line(move_line_ids)
     return {
         'status': 'matched',
         'statement_line_id': st_line_id,
@@ -83,7 +92,12 @@ def auto_reconcile_bank_lines(env, params):
         ('company_id', '=', int(company_id)),
     ])
     before_count = len(lines)
-    lines._try_auto_reconcile_statement_lines(company_id=int(company_id))
+    # Phase 1 Task 23: route through engine when available
+    if 'fusion.reconcile.engine' in env.registry:
+        env['fusion.reconcile.engine'].reconcile_batch(
+            lines, strategy='auto')
+    else:
+        lines._try_auto_reconcile_statement_lines(company_id=int(company_id))
     still_unreconciled = env['account.bank.statement.line'].search([
         ('is_reconciled', '=', False),
         ('company_id', '=', int(company_id)),
@@ -946,6 +960,171 @@ def _format_aml_candidates(amls):
     } for aml in amls]
 
 
+# ============================================================
+# Phase 1 Bank Reconciliation: engine-backed tools
+#
+# These five tools wrap the fusion.reconcile.engine 6-method API via the
+# bank_rec data adapter (or the engine directly when the adapter does not
+# expose a wrapper). They give the AI chat the same reconciliation surface
+# a human gets in the OWL bank-rec UI.
+# ============================================================
+
+
+def fusion_suggest_matches(env, params):
+    """Compute and persist AI suggestions for one or more bank statement lines.
+
+    Wraps ``BankRecAdapter.suggest_matches`` -> ``fusion.reconcile.engine``.
+    """
+    raw_ids = params.get('statement_line_ids')
+    if not raw_ids:
+        return {'error': 'statement_line_ids is required'}
+    statement_line_ids = [int(x) for x in raw_ids]
+    limit_per_line = int(params.get('limit_per_line', 3))
+
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'bank_rec')
+    raw = adapter.suggest_matches(
+        statement_line_ids=statement_line_ids,
+        limit_per_line=limit_per_line,
+        company_id=env.company.id,
+    ) or {}
+
+    suggestions = {}
+    total = 0
+    for line_id, sug_list in raw.items():
+        out = []
+        for s in sug_list:
+            out.append({
+                'suggestion_id': s.get('id'),
+                'candidate_id': s.get('candidate_id'),
+                'confidence': s.get('confidence'),
+                'reasoning': s.get('reasoning') or '',
+                'rank': s.get('rank'),
+            })
+            total += 1
+        suggestions[line_id] = out
+    return {'suggestions': suggestions, 'count': total}
+
+
+def fusion_accept_suggestion(env, params):
+    """Accept a fusion.reconcile.suggestion: reconciles the bank line against
+    the suggestion's proposed move lines and marks the suggestion accepted.
+
+    Wraps ``BankRecAdapter.accept_suggestion``.
+    """
+    if not params.get('suggestion_id'):
+        return {'error': 'suggestion_id is required'}
+    suggestion_id = int(params['suggestion_id'])
+    suggestion = env['fusion.reconcile.suggestion'].browse(suggestion_id)
+    if not suggestion.exists():
+        return {'error': 'Suggestion not found'}
+
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'bank_rec')
+    result = adapter.accept_suggestion(suggestion_id) or {}
+    statement_line = suggestion.statement_line_id
+    return {
+        'status': 'accepted',
+        'suggestion_id': suggestion_id,
+        'partial_ids': list(result.get('partial_ids') or []),
+        'is_reconciled': bool(statement_line.is_reconciled),
+    }
+
+
+def fusion_reconcile_bank_line(env, params):
+    """Manually reconcile a bank statement line against a set of journal items.
+
+    Routes through ``fusion.reconcile.engine.reconcile_one`` so behaviour
+    matches the OWL widget and ``fusion_accept_suggestion``. Use this for
+    direct AI-initiated matches that did not come from an AI suggestion.
+    """
+    if not params.get('statement_line_id'):
+        return {'error': 'statement_line_id is required'}
+    raw_against = params.get('against_move_line_ids')
+    if not raw_against:
+        return {'error': 'against_move_line_ids is required'}
+
+    st_line_id = int(params['statement_line_id'])
+    aml_ids = [int(x) for x in raw_against]
+    statement_line = env['account.bank.statement.line'].browse(st_line_id)
+    if not statement_line.exists():
+        return {'error': 'Statement line not found'}
+    against_lines = env['account.move.line'].browse(aml_ids).exists()
+    if not against_lines:
+        return {'error': 'No valid against_move_line_ids'}
+
+    result = env['fusion.reconcile.engine'].reconcile_one(
+        statement_line, against_lines=against_lines)
+    return {
+        'status': 'reconciled',
+        'statement_line_id': st_line_id,
+        'partial_ids': list(result.get('partial_ids') or []),
+        'is_reconciled': bool(statement_line.is_reconciled),
+    }
+
+
+def fusion_unreconcile(env, params):
+    """Reverse a reconciliation by partial_reconcile_ids.
+
+    Wraps ``BankRecAdapter.unreconcile``. Works in fusion, Enterprise, and
+    Community installs (the adapter falls back to a standalone path when
+    fusion_accounting_bank_rec is not loaded).
+    """
+    raw_ids = params.get('partial_reconcile_ids')
+    if not raw_ids:
+        return {'error': 'partial_reconcile_ids is required'}
+    partial_ids = [int(x) for x in raw_ids]
+
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'bank_rec')
+    result = adapter.unreconcile(partial_ids) or {}
+    unreconciled_line_ids = list(result.get('unreconciled_line_ids') or [])
+    return {
+        'status': 'unreconciled',
+        'unreconciled_line_ids': unreconciled_line_ids,
+        'count': len(unreconciled_line_ids),
+    }
+
+
+def fusion_get_pending_suggestions(env, params):
+    """List pending fusion.reconcile.suggestion rows.
+
+    Optional filters: ``statement_line_id``, ``min_confidence`` (default 0.0),
+    ``limit`` (default 50). Only returns suggestions in the ``pending`` state
+    for the current company.
+    """
+    domain = [
+        ('company_id', '=', env.company.id),
+        ('state', '=', 'pending'),
+    ]
+    if params.get('statement_line_id'):
+        domain.append(
+            ('statement_line_id', '=', int(params['statement_line_id'])))
+    min_confidence = float(params.get('min_confidence') or 0.0)
+    if min_confidence > 0.0:
+        domain.append(('confidence', '>=', min_confidence))
+    limit = int(params.get('limit', 50))
+
+    Suggestion = env['fusion.reconcile.suggestion'].sudo()
+    records = Suggestion.search(
+        domain, limit=limit, order='confidence desc, id desc')
+    rows = []
+    for s in records:
+        st_line = s.statement_line_id
+        rows.append({
+            'id': s.id,
+            'statement_line_id': st_line.id if st_line else None,
+            'statement_line_ref': (
+                st_line.payment_ref or '' if st_line else ''),
+            'candidate_ids': s.proposed_move_line_ids.ids,
+            'confidence': s.confidence,
+            'rank': s.rank,
+            'reasoning': s.reasoning or '',
+            'state': s.state,
+        })
+    return {'count': len(rows), 'suggestions': rows}
+
+
 TOOLS = {
     'get_unreconciled_bank_lines': get_unreconciled_bank_lines,
     'get_unreconciled_receipts': get_unreconciled_receipts,
@@ -962,4 +1141,10 @@ TOOLS = {
     'reconcile_payroll_cheques': reconcile_payroll_cheques,
     'suggest_bank_line_matches': suggest_bank_line_matches,
     'search_matching_entries': search_matching_entries,
+    # Phase 1 engine-backed tools
+    'fusion_suggest_matches': fusion_suggest_matches,
+    'fusion_accept_suggestion': fusion_accept_suggestion,
+    'fusion_reconcile_bank_line': fusion_reconcile_bank_line,
+    'fusion_unreconcile': fusion_unreconcile,
+    'fusion_get_pending_suggestions': fusion_get_pending_suggestions,
 }

fusion_accounting_bank_rec/models/fusion_reconcile_engine.py

@@ -177,14 +177,19 @@ class FusionReconcileEngine(models.AbstractModel):
             if line.is_reconciled:
                 skipped += 1
                 continue
+            # Per-line savepoint so a single DB-level failure (e.g. a
+            # check-constraint violation on one bad line) doesn't poison
+            # the whole batch's transaction.
             try:
-                candidates = self._fetch_candidates(line)
-                picked = self._apply_strategy(line, candidates, strategy)
-                if picked:
-                    self.reconcile_one(line, against_lines=picked)
-                    reconciled += 1
-                else:
-                    skipped += 1
+                with self.env.cr.savepoint():
+                    candidates = self._fetch_candidates(line)
+                    picked = self._apply_strategy(
+                        line, candidates, strategy)
+                    if picked:
+                        self.reconcile_one(line, against_lines=picked)
+                        reconciled += 1
+                    else:
+                        skipped += 1
             except Exception as e:  # noqa: BLE001
                 errors.append({'line_id': line.id, 'error': str(e)})
                 _logger.warning(

fusion_accounting_bank_rec/tests/__init__.py

@@ -9,3 +9,7 @@ from . import test_reconcile_engine_unit
 from . import test_reconcile_engine_property
 from . import test_factories
 from . import test_reconcile_engine_integration
+from . import test_bank_rec_prompt
+from . import test_bank_rec_adapter
+from . import test_bank_rec_tools
+from . import test_legacy_tools_refactor

fusion_accounting_bank_rec/tests/test_bank_rec_adapter.py

@@ -0,0 +1,81 @@
+"""Tests for BankRecAdapter's fusion paths."""
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.addons.fusion_accounting_ai.services.data_adapters.bank_rec import BankRecAdapter
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestBankRecAdapter(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Adapter Test Partner'})
+        self.adapter = BankRecAdapter(self.env)
+
+    def test_list_unreconciled_via_fusion_returns_base_fields(self):
+        bank_line = f.make_bank_line(
+            self.env, amount=100.00, partner=self.partner, memo='Adapter base test')
+        result = self.adapter.list_unreconciled_via_fusion(
+            company_id=self.env.company.id, limit=50)
+        ours = [r for r in result if r['id'] == bank_line.id]
+        self.assertEqual(len(ours), 1)
+        row = ours[0]
+        for f_name in ['id', 'date', 'payment_ref', 'amount', 'partner_id', 'journal_id']:
+            self.assertIn(f_name, row)
+        self.assertIn('fusion_top_suggestion_id', row)
+        self.assertIn('fusion_confidence_band', row)
+        self.assertIn('attachment_count', row)
+
+    def test_list_unreconciled_via_community_omits_fusion_fields(self):
+        bank_line = f.make_bank_line(self.env, amount=200.00, partner=self.partner)
+        result = self.adapter.list_unreconciled_via_community(
+            company_id=self.env.company.id, limit=50)
+        ours = [r for r in result if r['id'] == bank_line.id]
+        self.assertEqual(len(ours), 1)
+        self.assertNotIn('fusion_top_suggestion_id', ours[0])
+
+    def test_suggest_matches_via_fusion_returns_dict(self):
+        partner = self.env['res.partner'].create({'name': 'Suggest Adapter'})
+        invoice = f.make_invoice(self.env, partner=partner, amount=350.00)
+        bank_line = f.make_bank_line(self.env, amount=350.00, partner=partner)
+        result = self.adapter.suggest_matches_via_fusion(
+            statement_line_ids=[bank_line.id], limit_per_line=3)
+        self.assertIsInstance(result, dict)
+        self.assertIn(bank_line.id, result)
+        self.assertGreater(len(result[bank_line.id]), 0)
+
+    def test_suggest_matches_via_community_returns_empty(self):
+        bank_line = f.make_bank_line(self.env, amount=100.00, partner=self.partner)
+        result = self.adapter.suggest_matches_via_community(
+            statement_line_ids=[bank_line.id])
+        self.assertEqual(result, {})
+
+    def test_accept_suggestion_via_fusion(self):
+        partner = self.env['res.partner'].create({'name': 'Accept Adapter'})
+        invoice = f.make_invoice(self.env, partner=partner, amount=425.00)
+        recv_lines = invoice.line_ids.filtered(
+            lambda l: l.account_id.account_type == 'asset_receivable')
+        bank_line = f.make_bank_line(self.env, amount=425.00, partner=partner)
+        sug = f.make_suggestion(
+            self.env, statement_line=bank_line,
+            candidate_move_lines=recv_lines, confidence=0.95)
+        result = self.adapter.accept_suggestion_via_fusion(suggestion_id=sug.id)
+        self.assertIn('partial_ids', result)
+        self.assertGreater(len(result['partial_ids']), 0)
+
+    def test_accept_suggestion_via_community_raises(self):
+        with self.assertRaises(NotImplementedError):
+            self.adapter.accept_suggestion_via_community(suggestion_id=1)
+
+    def test_unreconcile_via_fusion(self):
+        partner = self.env['res.partner'].create({'name': 'Unrec Adapter'})
+        bank_line, recv_lines = f.make_reconcileable_pair(
+            self.env, amount=275.00, partner=partner)
+        rec_result = self.env['fusion.reconcile.engine'].reconcile_one(
+            bank_line, against_lines=recv_lines)
+        partial_ids = rec_result['partial_ids']
+        result = self.adapter.unreconcile_via_fusion(
+            partial_reconcile_ids=partial_ids)
+        self.assertIn('unreconciled_line_ids', result)
+        self.assertGreater(len(result['unreconciled_line_ids']), 0)

fusion_accounting_bank_rec/tests/test_bank_rec_prompt.py

@@ -0,0 +1,92 @@
+"""Smoke tests for bank_rec_prompt module."""
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.addons.fusion_accounting_ai.services.prompts.bank_rec_prompt import (
+    SYSTEM_PROMPT,
+    build_prompt,
+)
+from odoo.addons.fusion_accounting_bank_rec.services.confidence_scoring import (
+    ScoredCandidate,
+)
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestBankRecPrompt(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Prompt Test Partner'})
+        self.bank_line = f.make_bank_line(
+            self.env,
+            amount=1847.50,
+            partner=self.partner,
+            memo='RBC ETF DEP REF 4831',
+        )
+        self.scored = [
+            ScoredCandidate(
+                candidate_id=101,
+                confidence=0.92,
+                reasoning='Exact amount match',
+                score_amount_match=1.0,
+                score_partner_pattern=0.5,
+                score_precedent_similarity=0.85,
+            ),
+            ScoredCandidate(
+                candidate_id=102,
+                confidence=0.71,
+                reasoning='Close amount',
+                score_amount_match=0.95,
+                score_partner_pattern=0.5,
+                score_precedent_similarity=0.6,
+            ),
+        ]
+
+    def test_system_prompt_requires_json_output(self):
+        self.assertIn('JSON', SYSTEM_PROMPT)
+        self.assertIn('"ranked"', SYSTEM_PROMPT)
+
+    def test_build_prompt_returns_tuple(self):
+        result = build_prompt(self.bank_line, self.scored)
+        self.assertEqual(len(result), 2)
+        system, user = result
+        self.assertIsInstance(system, str)
+        self.assertIsInstance(user, str)
+
+    def test_user_prompt_includes_bank_line_details(self):
+        _, user = build_prompt(self.bank_line, self.scored)
+        self.assertIn('1847.5', user)
+        self.assertIn('RBC ETF DEP REF 4831', user)
+        self.assertIn('Prompt Test Partner', user)
+
+    def test_user_prompt_includes_all_candidates(self):
+        _, user = build_prompt(self.bank_line, self.scored)
+        self.assertIn('candidate_id=101', user)
+        self.assertIn('candidate_id=102', user)
+
+    def test_user_prompt_omits_pattern_section_when_none(self):
+        _, user = build_prompt(self.bank_line, self.scored, pattern=None)
+        self.assertNotIn('PARTNER PATTERN', user)
+
+    def test_user_prompt_includes_pattern_section_when_provided(self):
+        pattern = f.make_pattern(self.env, partner=self.partner, reconcile_count=15)
+        _, user = build_prompt(self.bank_line, self.scored, pattern=pattern)
+        self.assertIn('PARTNER PATTERN', user)
+        self.assertIn('15', user)
+
+    def test_user_prompt_includes_precedents_when_provided(self):
+        from odoo.addons.fusion_accounting_bank_rec.services.precedent_lookup import (
+            PrecedentMatch,
+        )
+        precedents = [
+            PrecedentMatch(
+                precedent_id=1,
+                amount=1847.50,
+                memo_tokens='RBC,ETF',
+                matched_move_line_count=1,
+                similarity_score=0.95,
+            ),
+        ]
+        _, user = build_prompt(self.bank_line, self.scored, precedents=precedents)
+        self.assertIn('RECENT PRECEDENTS', user)
+        self.assertIn('0.95', user)

fusion_accounting_bank_rec/tests/test_bank_rec_tools.py

@@ -0,0 +1,84 @@
+"""Smoke tests for the 5 new fusion bank-rec AI tools."""
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.addons.fusion_accounting_ai.services.tools import bank_reconciliation as tools
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestFusionBankRecTools(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Tools Test Partner'})
+
+    def test_fusion_suggest_matches_returns_suggestions(self):
+        invoice = f.make_invoice(self.env, partner=self.partner, amount=550.00)
+        bank_line = f.make_bank_line(
+            self.env, amount=550.00, partner=self.partner, memo='Tool test')
+        result = tools.fusion_suggest_matches(self.env, {
+            'statement_line_ids': [bank_line.id],
+            'limit_per_line': 3,
+        })
+        self.assertIn('suggestions', result)
+        self.assertIn('count', result)
+        self.assertGreater(result['count'], 0)
+
+    def test_fusion_accept_suggestion_reconciles(self):
+        invoice = f.make_invoice(self.env, partner=self.partner, amount=625.00)
+        recv_lines = invoice.line_ids.filtered(
+            lambda l: l.account_id.account_type == 'asset_receivable')
+        bank_line = f.make_bank_line(self.env, amount=625.00, partner=self.partner)
+        sug = f.make_suggestion(
+            self.env, statement_line=bank_line,
+            candidate_move_lines=recv_lines, confidence=0.94)
+        result = tools.fusion_accept_suggestion(self.env, {'suggestion_id': sug.id})
+        self.assertEqual(result['status'], 'accepted')
+        self.assertGreater(len(result['partial_ids']), 0)
+
+    def test_fusion_reconcile_bank_line(self):
+        bank_line, recv_lines = f.make_reconcileable_pair(
+            self.env, amount=375.00, partner=self.partner)
+        result = tools.fusion_reconcile_bank_line(self.env, {
+            'statement_line_id': bank_line.id,
+            'against_move_line_ids': recv_lines.ids,
+        })
+        self.assertEqual(result['status'], 'reconciled')
+        self.assertTrue(result['is_reconciled'])
+
+    def test_fusion_unreconcile(self):
+        bank_line, recv_lines = f.make_reconcileable_pair(
+            self.env, amount=275.00, partner=self.partner)
+        rec = self.env['fusion.reconcile.engine'].reconcile_one(
+            bank_line, against_lines=recv_lines)
+        partial_ids = rec['partial_ids']
+        result = tools.fusion_unreconcile(self.env, {
+            'partial_reconcile_ids': partial_ids,
+        })
+        self.assertEqual(result['status'], 'unreconciled')
+        self.assertGreater(result['count'], 0)
+
+    def test_fusion_get_pending_suggestions(self):
+        bank_line = f.make_bank_line(self.env, amount=100.00, partner=self.partner)
+        sug = f.make_suggestion(
+            self.env, statement_line=bank_line,
+            candidate_move_lines=self.env['account.move.line'],
+            confidence=0.88, state='pending')
+        result = tools.fusion_get_pending_suggestions(self.env, {})
+        self.assertIn('count', result)
+        self.assertGreater(result['count'], 0)
+        ids = [s['id'] for s in result['suggestions']]
+        self.assertIn(sug.id, ids)
+
+    def test_fusion_get_pending_suggestions_filters_by_min_confidence(self):
+        bank_line = f.make_bank_line(self.env, amount=100.00, partner=self.partner)
+        # One low-confidence suggestion
+        f.make_suggestion(self.env, statement_line=bank_line,
+                          confidence=0.30, state='pending')
+        # One high-confidence
+        high = f.make_suggestion(self.env, statement_line=bank_line,
+                                  confidence=0.95, state='pending')
+        result = tools.fusion_get_pending_suggestions(
+            self.env, {'min_confidence': 0.80})
+        ids = [s['id'] for s in result['suggestions']]
+        self.assertIn(high.id, ids)

fusion_accounting_bank_rec/tests/test_legacy_tools_refactor.py

@@ -0,0 +1,59 @@
+"""Tests verifying legacy tools route through fusion.reconcile.engine when present.
+
+These tests run in the fusion_accounting_bank_rec context where the engine IS
+available, so they assert the engine path is taken and produces correct
+results. The fallback path is exercised by the existing fusion_accounting_ai
+tests when fusion_accounting_bank_rec is not installed."""
+
+from unittest.mock import patch
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.addons.fusion_accounting_ai.services.tools import bank_reconciliation as tools
+from . import _factories as f
+
+
+@tagged('post_install', '-at_install')
+class TestLegacyToolsRefactor(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({'name': 'Refactor Test Partner'})
+
+    def test_match_bank_line_to_payments_uses_engine(self):
+        """When engine is present, match_bank_line_to_payments must produce
+        a partial reconcile via the engine, not via set_line_bank_statement_line."""
+        bank_line, recv_lines = f.make_reconcileable_pair(
+            self.env, amount=180.00, partner=self.partner)
+        result = tools.match_bank_line_to_payments(self.env, {
+            'statement_line_id': bank_line.id,
+            'move_line_ids': recv_lines.ids,
+        })
+        self.assertEqual(result.get('status'), 'matched')
+        bank_line.invalidate_recordset(['is_reconciled'])
+        self.assertTrue(bank_line.is_reconciled)
+        # Verify a precedent was recorded - engine-only behaviour
+        Precedent = self.env['fusion.reconcile.precedent']
+        precedents = Precedent.search([('partner_id', '=', self.partner.id)])
+        self.assertGreater(len(precedents), 0,
+            "Engine path should record a precedent; legacy path would not")
+
+    def test_auto_reconcile_bank_lines_uses_engine(self):
+        """When engine is present, auto_reconcile_bank_lines must call
+        fusion.reconcile.engine.reconcile_batch (not the Enterprise-only
+        _try_auto_reconcile_statement_lines fallback). We patch
+        reconcile_batch to verify routing without running the real engine
+        across every legacy unreconciled line in the test DB."""
+        Engine = type(self.env['fusion.reconcile.engine'])
+        with patch.object(
+            Engine, 'reconcile_batch', autospec=True,
+            return_value={'reconciled_count': 2, 'skipped': 0, 'errors': []},
+        ) as engine_call:
+            result = tools.auto_reconcile_bank_lines(self.env, {
+                'company_id': self.env.company.id,
+            })
+        self.assertEqual(result['status'], 'completed')
+        self.assertTrue(engine_call.called,
+            "Engine path must invoke fusion.reconcile.engine.reconcile_batch")
+        # Verify the engine was passed the strategy='auto' kwarg per spec
+        _self, _lines = engine_call.call_args.args[0], engine_call.call_args.args[1]
+        self.assertEqual(engine_call.call_args.kwargs.get('strategy'), 'auto')