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

fusion_accounting_bank_rec/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.15',
+    'version': '19.0.1.0.18',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',
@@ -80,6 +80,23 @@ Built by Nexa Systems Inc.
             'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/quick_create/quick_create.xml',
             'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/chatter/chatter.js',
             'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/file_uploader/file_uploader.js',
+            # Fusion-only (Task 34) — AI suggestion UI
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_suggestion_strip.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_suggestion_strip.xml',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_alternatives_panel.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_alternatives_panel.xml',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_reasoning_tooltip.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_reasoning_tooltip.xml',
+            # Fusion-only (Task 35) — batch action bar + reconcile model picker
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/batch_action_bar/batch_action_bar.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/batch_action_bar/batch_action_bar.xml',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/reconcile_model_picker/reconcile_model_picker.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/reconcile_model_picker/reconcile_model_picker.xml',
+            # Fusion-only (Task 36) — attachment strip + partner history panel
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/attachment_strip/attachment_strip.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/attachment_strip/attachment_strip.xml',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/partner_history_panel/partner_history_panel.js',
+            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/partner_history_panel/partner_history_panel.xml',
         ],
     },
     'installable': True,

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_alternatives_panel.js

@@ -0,0 +1,34 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+
+export class AiAlternativesPanel extends Component {
+    static template = "fusion_accounting_bank_rec.AiAlternativesPanel";
+    static props = {
+        suggestions: { type: Array },
+        onClose: { type: Function, optional: true },
+    };
+
+    setup() {
+        this.bankRec = useService("fusion_bank_reconciliation");
+    }
+
+    bandFor(c) {
+        if (c >= 0.85) return "high";
+        if (c >= 0.6) return "medium";
+        if (c > 0) return "low";
+        return "none";
+    }
+
+    pctFor(c) {
+        return Math.round(c * 100);
+    }
+
+    async onAccept(suggestionId) {
+        await this.bankRec.acceptSuggestion(suggestionId);
+        if (this.props.onClose) {
+            this.props.onClose();
+        }
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_alternatives_panel.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.AiAlternativesPanel">
+        <div class="o_fusion_alternatives_panel">
+            <h6>Other AI suggestions</h6>
+            <div t-foreach="props.suggestions" t-as="sug" t-key="sug.id"
+                 class="o_fusion_alternative">
+                <div>
+                    <span class="alt_confidence" t-att-class="'band-' + bandFor(sug.confidence)">
+                        <t t-esc="pctFor(sug.confidence)"/>%
+                    </span>
+                    <t t-esc="sug.reasoning"/>
+                </div>
+                <button class="btn_fusion" t-on-click="() => onAccept(sug.id)">
+                    Use this
+                </button>
+            </div>
+            <div t-if="props.onClose" class="text-end mt-2">
+                <button class="btn_fusion" t-on-click="props.onClose">Close</button>
+            </div>
+        </div>
+    </t>
+</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_reasoning_tooltip.js

@@ -0,0 +1,18 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AiReasoningTooltip extends Component {
+    static template = "fusion_accounting_bank_rec.AiReasoningTooltip";
+    static props = {
+        scores: { type: Object },
+        reasoning: { type: String, optional: true },
+    };
+
+    pctFor(value) {
+        if (value === undefined || value === null) {
+            return "0";
+        }
+        return (value * 100).toFixed(0);
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_reasoning_tooltip.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.AiReasoningTooltip">
+        <div class="o_fusion_reasoning_tooltip" style="font-size: 0.85em; padding: 0.5rem;">
+            <div t-if="props.reasoning" class="mb-2">
+                <em><t t-esc="props.reasoning"/></em>
+            </div>
+            <div class="text-muted">
+                <div>Amount match: <t t-esc="pctFor(props.scores.amount_match)"/>%</div>
+                <div>Partner pattern: <t t-esc="pctFor(props.scores.partner_pattern)"/>%</div>
+                <div>Precedent similarity: <t t-esc="pctFor(props.scores.precedent_similarity)"/>%</div>
+                <div t-if="props.scores.ai_rerank">
+                    AI re-rank: <t t-esc="pctFor(props.scores.ai_rerank)"/>%
+                </div>
+            </div>
+        </div>
+    </t>
+</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_suggestion_strip.js

@@ -0,0 +1,38 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+
+export class AiSuggestionStrip extends Component {
+    static template = "fusion_accounting_bank_rec.AiSuggestionStrip";
+    static props = {
+        suggestion: { type: Object },
+        showAlternatives: { type: Function, optional: true },
+    };
+
+    setup() {
+        this.bankRec = useService("fusion_bank_reconciliation");
+    }
+
+    get band() {
+        const c = this.props.suggestion.confidence;
+        if (c >= 0.85) return "high";
+        if (c >= 0.6) return "medium";
+        if (c > 0) return "low";
+        return "none";
+    }
+
+    get confidencePct() {
+        return Math.round(this.props.suggestion.confidence * 100);
+    }
+
+    async onAccept() {
+        await this.bankRec.acceptSuggestion(this.props.suggestion.id);
+    }
+
+    onShowAlternatives() {
+        if (this.props.showAlternatives) {
+            this.props.showAlternatives();
+        }
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/ai_suggestion/ai_suggestion_strip.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.AiSuggestionStrip">
+        <div class="o_fusion_ai_suggestion" t-att-data-band="band">
+            <div class="o_fusion_confidence_badge">
+                <t t-esc="confidencePct"/>%
+            </div>
+            <div class="o_fusion_suggestion_text">
+                <div class="o_fusion_reasoning">
+                    <t t-esc="props.suggestion.reasoning || 'AI suggested match'"/>
+                </div>
+            </div>
+            <div class="o_fusion_suggestion_actions">
+                <button class="btn_fusion btn_fusion_primary" t-on-click="onAccept">
+                    Accept
+                </button>
+                <button t-if="props.showAlternatives" class="btn_fusion"
+                        t-on-click="onShowAlternatives">
+                    Other options
+                </button>
+            </div>
+        </div>
+    </t>
+</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/attachment_strip/attachment_strip.js

@@ -0,0 +1,27 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AttachmentStrip extends Component {
+    static template = "fusion_accounting_bank_rec.AttachmentStrip";
+    static props = {
+        attachments: { type: Array },
+    };
+
+    iconFor(mimetype) {
+        if (!mimetype) {
+            return "fa-file";
+        }
+        if (mimetype.startsWith("image/")) {
+            return "fa-file-image-o";
+        }
+        if (mimetype === "application/pdf") {
+            return "fa-file-pdf-o";
+        }
+        return "fa-file-o";
+    }
+
+    urlFor(att) {
+        return `/web/content/${att.id}?download=true`;
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/attachment_strip/attachment_strip.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.AttachmentStrip">
+        <div class="o_fusion_attachment_strip d-flex flex-wrap"
+             style="gap: 0.5rem; padding: 0.5rem;">
+            <div t-if="props.attachments.length === 0" class="text-muted small">
+                No attachments
+            </div>
+            <a t-foreach="props.attachments" t-as="att" t-key="att.id"
+               t-att-href="urlFor(att)" target="_blank"
+               class="o_fusion_attachment_chip"
+               style="display: inline-flex; align-items: center; gap: 0.25rem; padding: 0.25rem 0.5rem; background: #f3f4f6; border-radius: 0.25rem; text-decoration: none; color: inherit; font-size: 0.85em;">
+                <i class="fa" t-att-class="iconFor(att.mimetype)"/>
+                <span><t t-esc="att.name"/></span>
+            </a>
+        </div>
+    </t>
+</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/batch_action_bar/batch_action_bar.js

@@ -0,0 +1,37 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+
+export class BatchActionBar extends Component {
+    static template = "fusion_accounting_bank_rec.BatchActionBar";
+    static props = {
+        selectedIds: { type: Array, optional: true },
+    };
+
+    setup() {
+        this.bankRec = useService("fusion_bank_reconciliation");
+    }
+
+    get hasSelection() {
+        return this.props.selectedIds && this.props.selectedIds.length > 0;
+    }
+
+    get selectionCount() {
+        return this.props.selectedIds ? this.props.selectedIds.length : 0;
+    }
+
+    async onAutoReconcile() {
+        if (!this.hasSelection) {
+            return;
+        }
+        await this.bankRec.bulkReconcile(this.props.selectedIds, "auto");
+    }
+
+    async onSuggestForSelected() {
+        if (!this.hasSelection) {
+            return;
+        }
+        await this.bankRec.suggestMatches(this.props.selectedIds, 3);
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/batch_action_bar/batch_action_bar.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.BatchActionBar">
+        <div class="o_fusion_batch_action_bar d-flex"
+             style="gap: 0.5rem; padding: 0.75rem; background: #f3f4f6; border-radius: 0.375rem;">
+            <span class="text-muted">
+                <t t-esc="selectionCount"/> selected
+            </span>
+            <button class="btn_fusion" t-att-disabled="!hasSelection" t-on-click="onSuggestForSelected">
+                Suggest for selected
+            </button>
+            <button class="btn_fusion btn_fusion_primary" t-att-disabled="!hasSelection" t-on-click="onAutoReconcile">
+                Auto-reconcile selected
+            </button>
+        </div>
+    </t>
+</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/partner_history_panel/partner_history_panel.js

@@ -0,0 +1,34 @@
+/** @odoo-module **/
+
+import { Component, onWillStart, useState } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+
+export class PartnerHistoryPanel extends Component {
+    static template = "fusion_accounting_bank_rec.PartnerHistoryPanel";
+    static props = {
+        partnerId: { type: Number },
+    };
+
+    setup() {
+        this.bankRec = useService("fusion_bank_reconciliation");
+        this.state = useState({ history: null, loading: true });
+
+        onWillStart(async () => {
+            try {
+                this.state.history = await this.bankRec.getPartnerHistory(
+                    this.props.partnerId,
+                    20,
+                );
+            } finally {
+                this.state.loading = false;
+            }
+        });
+    }
+
+    formatAmount(value) {
+        if (value === undefined || value === null) {
+            return "0.00";
+        }
+        return Number(value).toFixed(2);
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/partner_history_panel/partner_history_panel.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.PartnerHistoryPanel">
+        <div class="o_fusion_partner_history_panel" style="padding: 1rem; border-left: 1px solid #e5e7eb;">
+            <h5 t-if="state.history">
+                <t t-esc="state.history.partner.name"/> — History
+            </h5>
+            <div t-if="state.loading" class="text-muted">Loading…</div>
+            <div t-elif="state.history">
+                <div t-if="state.history.pattern" class="mb-3 p-2"
+                     style="background: #eff6ff; border-radius: 0.25rem; font-size: 0.85em;">
+                    <strong>Learned pattern:</strong>
+                    <div>Reconciles: <t t-esc="state.history.pattern.reconcile_count"/></div>
+                    <div t-if="state.history.pattern.pref_strategy">
+                        Preferred strategy: <t t-esc="state.history.pattern.pref_strategy"/>
+                    </div>
+                    <div t-if="state.history.pattern.typical_cadence_days">
+                        Typical cadence: ~<t t-esc="state.history.pattern.typical_cadence_days"/> days
+                    </div>
+                </div>
+                <h6>Recent reconciles</h6>
+                <div t-foreach="state.history.recent_reconciles" t-as="rec" t-key="rec.precedent_id"
+                     style="padding: 0.5rem 0; border-bottom: 1px solid #e5e7eb; font-size: 0.85em;">
+                    <div class="d-flex justify-content-between">
+                        <span><t t-esc="rec.date"/></span>
+                        <span><strong>$<t t-esc="formatAmount(rec.amount)"/></strong></span>
+                    </div>
+                    <div class="text-muted">
+                        <t t-if="rec.memo_tokens"><t t-esc="rec.memo_tokens"/></t>
+                        <span class="ms-2">(<t t-esc="rec.matched_count"/> line<t t-if="rec.matched_count !== 1">s</t>)</span>
+                    </div>
+                </div>
+                <div t-if="state.history.recent_reconciles.length === 0" class="text-muted">
+                    No history yet
+                </div>
+            </div>
+        </div>
+    </t>
+</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/reconcile_model_picker/reconcile_model_picker.js

@@ -0,0 +1,39 @@
+/** @odoo-module **/
+
+import { Component, onWillStart, useState } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+
+export class ReconcileModelPicker extends Component {
+    static template = "fusion_accounting_bank_rec.ReconcileModelPicker";
+    static props = {
+        statementLineId: { type: Number, optional: true },
+    };
+
+    setup() {
+        this.orm = useService("orm");
+        this.bankRec = useService("fusion_bank_reconciliation");
+        this.state = useState({ models: [], selected: null });
+
+        onWillStart(async () => {
+            const models = await this.orm.searchRead(
+                "account.reconcile.model",
+                [["rule_type", "=", "writeoff_button"]],
+                ["id", "name", "fusion_ai_confidence_threshold"],
+                { limit: 20 }
+            );
+            this.state.models = models;
+        });
+    }
+
+    onChange(ev) {
+        const value = parseInt(ev.target.value, 10);
+        if (Number.isFinite(value)) {
+            this.onApplyModel(value);
+        }
+    }
+
+    async onApplyModel(modelId) {
+        // Phase 1 placeholder: TODO route through dedicated endpoint when Task 38 lands
+        this.state.selected = modelId;
+    }
+}

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/reconcile_model_picker/reconcile_model_picker.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting_bank_rec.ReconcileModelPicker">
+        <div class="o_fusion_reconcile_model_picker">
+            <select class="form-select" style="max-width: 240px;"
+                    t-on-change="onChange">
+                <option value="">— Apply reconcile model —</option>
+                <option t-foreach="state.models" t-as="m" t-key="m.id" t-att-value="m.id">
+                    <t t-esc="m.name"/>
+                </option>
+            </select>
+        </div>
+    </t>
+</templates>