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

fusion_accounting/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting',
-    'version': '19.0.1.0.1',
+    'version': '19.0.1.0.0',
     'category': 'Accounting/Accounting',
     'sequence': 25,
     'summary': 'Meta-module that installs the full Fusion Accounting suite (core, AI, migration; bank rec, reports, etc. as later sub-modules ship).',
@@ -13,9 +13,9 @@ Currently installs:
 - fusion_accounting_core      Shared schema, security, runtime helpers
 - fusion_accounting_ai        AI Co-Pilot (Claude/GPT)
 - fusion_accounting_migration Transitional Enterprise->Fusion data migration
-- fusion_accounting_bank_rec  AI-assisted bank reconciliation (Phase 1)
 
 Future sub-modules (added per the roadmap as each Phase ships):
+- fusion_accounting_bank_rec  (Phase 1)
 - fusion_accounting_reports   (Phase 2)
 - fusion_accounting_dashboard (Phase 3)
 - fusion_accounting_followup  (Phase 5)
@@ -33,7 +33,6 @@ Built by Nexa Systems Inc.
         'fusion_accounting_core',
         'fusion_accounting_ai',
         'fusion_accounting_migration',
-        'fusion_accounting_bank_rec',
     ],
     'data': [],
     'installable': True,

fusion_accounting_ai/services/data_adapters/bank_rec.py

@@ -4,12 +4,6 @@ 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
@@ -20,10 +14,6 @@ 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.
@@ -41,29 +31,13 @@ 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):
-        """Community shape + fusion AI fields (top suggestion, band, attachments)."""
-        base = self.list_unreconciled_via_community(
+        # 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(
             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,
@@ -109,121 +83,5 @@ 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

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

fusion_accounting_ai/services/prompts/bank_rec_prompt.py

@@ -1,107 +0,0 @@
-"""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

@@ -67,16 +67,7 @@ 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'}
-    # 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)
+    st_line.set_line_bank_statement_line(move_line_ids)
     return {
         'status': 'matched',
         'statement_line_id': st_line_id,
@@ -92,12 +83,7 @@ def auto_reconcile_bank_lines(env, params):
         ('company_id', '=', int(company_id)),
     ])
     before_count = len(lines)
-    # 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))
+    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)),
@@ -960,171 +946,6 @@ 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,
@@ -1141,10 +962,4 @@ 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/CLAUDE.md

@@ -1,103 +0,0 @@
-# fusion_accounting_bank_rec — Cursor / Claude Context
-
-## Purpose
-
-Replaces (or augments — coexists with) Odoo Enterprise's `account_accountant`
-bank reconciliation widget with a Fusion-native, AI-assistive implementation.
-Ships in Phase 1 of the fusion_accounting roadmap.
-
-## Architecture
-
-Hybrid: the engine (`fusion.reconcile.engine`, AbstractModel) is the SINGLE
-write surface for reconciliations. Everything else (controller, OWL widget,
-AI tools, wizards, cron) routes through the engine's 6-method API:
-
-- `reconcile_one(line, against_lines, write_off_vals=None)`
-- `reconcile_batch(lines, strategy='auto')`
-- `suggest_matches(lines, limit_per_line=3)`
-- `accept_suggestion(suggestion)`
-- `write_off(line, account, amount, label, tax_id=None)`
-- `unreconcile(partial_reconciles)`
-
-Pure-Python services live in `services/`:
-- `memo_tokenizer` — Canadian bank memo regex
-- `exchange_diff` — FX gain/loss pre-compute
-- `matching_strategies` — AmountExact, FIFO, MultiInvoice
-- `precedent_lookup` — K-nearest search
-- `pattern_extractor` — per-partner aggregate
-- `confidence_scoring` — 4-pass pipeline (statistical → AI re-rank)
-- `precedent_backfill` — migration helper
-
-Persistent models in `models/`:
-- `fusion.reconcile.pattern` — per-(company, partner) learned profile
-- `fusion.reconcile.precedent` — per-decision history
-- `fusion.reconcile.suggestion` — AI suggestions with state lifecycle
-- `fusion.bank.rec.widget` — TransientModel for OWL round-trip
-- `fusion.unreconciled.bank.line.mv` — pre-aggregated MV for fast UI listing
-- `fusion.bank.rec.cron` — cron handler (suggest, pattern refresh, MV refresh)
-- `fusion.auto.reconcile.wizard` / `fusion.bulk.reconcile.wizard` — TransientModel wizards
-- `fusion.migration.wizard` (inherits) — adds `_bank_rec_bootstrap_step`
-- `account.bank.statement.line` (inherits) — adds fusion_top_suggestion_id, fusion_confidence_band, etc.
-- `account.reconcile.model` (inherits) — adds fusion_ai_confidence_threshold
-
-Controller: `controllers/bank_rec_controller.py` exposes 10 JSON-RPC endpoints
-under `/fusion/bank_rec/*`. All calls route through the engine.
-
-OWL frontend: `static/src/`
-- `services/bank_reconciliation_service.js` — central reactive state + RPC wrappers
-- `views/kanban/bank_rec_kanban_*.js` — top-level controller + renderer
-- `components/bank_reconciliation/<...>` — 14 mirrored Enterprise components + 8 fusion-only components (ai_suggestion folder, batch_action_bar, reconcile_model_picker, attachment_strip, partner_history_panel)
-- `tours/bank_rec_tours.js` — 5 OWL tour smoke tests
-
-## Conventions
-
-- **V19 deprecations to avoid:** `_sql_constraints` (use `models.Constraint`),
-  `@api.depends('id')` (raises `NotImplementedError`), `@route(type='json')`
-  (use `type='jsonrpc'`), `numbercall` field on `ir.cron` (removed),
-  `groups_id` on `res.users` (use `all_group_ids` for searching),
-  `users` field on `res.groups` (use `user_ids`), `groups_id` on
-  `ir.ui.menu` (use `group_ids`).
-
-- **Coexistence:** When `account_accountant` is installed, the fusion menu
-  is hidden via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`
-  (a computed group). Engine model is always available.
-
-- **Materialized view refresh:** Triggered on `fusion.reconcile.suggestion`
-  create/write (best-effort, non-blocking). Cron refreshes every 5 min via
-  a dedicated autocommit cursor (REFRESH CONCURRENTLY can't run inside
-  Odoo's regular transaction).
-
-- **Test factories:** `tests/_factories.py` provides `make_bank_journal`,
-  `make_bank_line`, `make_invoice`, `make_reconcileable_pair`, `make_suggestion`,
-  `make_pattern`, `make_precedent`. NOTE: `make_bank_journal` defaults to
-  code `'TEST'` so multiple calls in one test will collide; pass an explicit
-  unique code or share a journal across calls.
-
-- **Hypothesis property tests:** Use `@settings(suppress_health_check=[...])`
-  to silence function_scoped_fixture warnings in TransactionCase.
-
-## Test counts (as of Phase 1 complete)
-
-- 157 logical tests total in fusion_accounting_bank_rec
-- 0 failures, 0 errors
-- Includes: 4 benchmark tests (tagged 'benchmark'), 1 local LLM smoke (tagged 'local_llm', skips when no LLM), 5 OWL tour tests (tagged 'tour')
-
-## Performance baseline
-
-| Operation | P95 | Budget |
-|---|---|---|
-| `engine.suggest_matches` (1 line) | 234ms | <500ms |
-| `engine.reconcile_batch` (50 lines) | 3318ms | <5000ms |
-| `controller.list_unreconciled` (50 lines) | 77ms | <200ms |
-| MV refresh | 60ms | <2000ms |
-
-All within 1x of budget at Phase 1 ship.
-
-## Known concerns / Phase 1.5 backlog
-
-- `accept_suggestion` returns `partial_ids` but not `is_reconciled` — UI reads it post-call
-- `engine.write_off` mixed mode (write-off + against_lines) implemented but untested
-- `engine.reconcile_one` returns `exchange_diff_move_id: None` (Odoo's reconcile() handles FX inline; surfacing the move_id needs an extra query)
-- `against_lines` early-break in `reconcile_one` silently drops excess; auto strategy avoids this but manual callers should pre-validate
-- Reconcile-model bulk wizard `_apply_lines_for_bank_statement_line` is Enterprise-only (Community falls back to per-line error)
-- OWL tour tests skip-mode when websocket-client absent

fusion_accounting_bank_rec/README.md

@@ -1,41 +0,0 @@
-# fusion_accounting_bank_rec
-
-AI-assisted bank reconciliation for Odoo 19 Community — a Fusion-native
-replacement for Enterprise's `account_accountant` bank reconciliation widget.
-
-## What it does
-
-- Side-by-side parity with Enterprise's bank reconciliation UI (kanban + side
-  panel, multi-currency, write-offs, attachments, chatter)
-- AI-assistive: confidence-scored suggestions per bank line via the
-  `fusion.reconcile.engine` 4-pass scoring pipeline (statistical + optional
-  LLM re-rank)
-- Coexists with `account_accountant` (Enterprise wins by default; Fusion menu
-  appears only when Enterprise is uninstalled)
-- Migration-aware: bootstrap step backfills `fusion.reconcile.precedent` from
-  existing `account.partial.reconcile` rows so the AI has memory from day 1
-
-## Quick start
-
-```bash
-# Install
-odoo --addons-path=... -i fusion_accounting_bank_rec
-
-# Open the widget (when Enterprise's account_accountant is NOT installed)
-# Apps → Bank Reconciliation → Reconcile Bank Lines
-
-# When Enterprise IS installed: use Enterprise's UI; the engine + AI tools
-# are still available via the AI chat.
-```
-
-## Configuration
-
-- Local LLM (LM Studio, Ollama):
-  - `fusion_accounting.openai_base_url` = `http://host.docker.internal:1234/v1`
-  - `fusion_accounting.openai_model` = your local model name
-  - `fusion_accounting.provider.bank_rec_suggest` = `openai`
-
-## See also
-
-- `CLAUDE.md` — agent context
-- `UPGRADE_NOTES.md` — Odoo version anchoring

fusion_accounting_bank_rec/UPGRADE_NOTES.md

@@ -1,34 +0,0 @@
-# fusion_accounting_bank_rec — Upgrade Notes
-
-## Odoo Version Anchor
-
-This module targets **Odoo 19.0** (community-base).
-
-Reference snapshot of Enterprise code mirrored from:
-- `account_accountant` (Odoo 19.0.x)
-- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_accountant/`
-
-## Cross-Version Diff Strategy
-
-When a new Odoo version ships:
-
-1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise version
-2. Note any breaking changes in `account.bank.statement.line` API
-3. For mirrored OWL components, diff Enterprise's new versions against ours and
-   port material changes (signature renames, new behaviour we want to inherit)
-4. Re-run the full test suite + tour tests against the new Odoo version
-5. Update this file with the new version anchor + any deviations
-
-## V19 Migration Notes (already applied)
-
-- `_sql_constraints` → `models.Constraint` (Tasks 14, 15)
-- `@api.depends('id')` → removed (Task 17)
-- `@route(type='json')` → `type='jsonrpc'` (Task 26)
-- `numbercall` removed from `ir.cron` (Task 25)
-- `res.groups.users` → `user_ids` (Task 43)
-- `ir.ui.menu.groups_id` → `group_ids` (Tasks 42, 43)
-
-## Phase 1 → Phase 1.5 Migration
-
-If we ship Phase 1.5 (UI polish, deferred features), changes will go in
-incremental commits. No DB migration needed (Phase 1 schema is forward-compatible).

fusion_accounting_bank_rec/__init__.py

@@ -2,4 +2,3 @@ from . import models
 from . import controllers
 from . import services
 from . import wizards
-from . import reports

fusion_accounting_bank_rec/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting — Bank Reconciliation',
-    'version': '19.0.1.0.26',
+    'version': '19.0.1.0.4',
     'category': 'Accounting/Accounting',
     'sequence': 28,
     'summary': 'Native V19 bank reconciliation widget with AI confidence scoring + behavioural learning.',
@@ -24,89 +24,13 @@ Built by Nexa Systems Inc.
     'author': 'Nexa Systems Inc.',
     'website': 'https://nexasystems.ca',
     'maintainer': 'Nexa Systems Inc.',
-    'depends': ['fusion_accounting_core', 'fusion_accounting_migration'],
+    'depends': ['fusion_accounting_core'],
     'external_dependencies': {
         'python': ['hypothesis'],
     },
     'data': [
         'security/ir.model.access.csv',
-        'data/cron.xml',
-        'wizards/auto_reconcile_wizard_views.xml',
-        'wizards/bulk_reconcile_wizard_views.xml',
-        'reports/migration_audit_report_views.xml',
-        'reports/migration_audit_report_action.xml',
-        'views/menu_views.xml',
     ],
-    'assets': {
-        'web.assets_backend': [
-            'fusion_accounting_bank_rec/static/src/scss/_variables.scss',
-            'fusion_accounting_bank_rec/static/src/scss/bank_reconciliation.scss',
-            'fusion_accounting_bank_rec/static/src/scss/ai_suggestion.scss',
-            'fusion_accounting_bank_rec/static/src/scss/dark_mode.scss',
-            'fusion_accounting_bank_rec/static/src/services/bank_reconciliation_service.js',
-            'fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban_controller.js',
-            'fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban_renderer.js',
-            'fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban_view.js',
-            'fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban.xml',
-            # OWL component mirror — Enterprise account_accountant bank-rec.
-            # Re-export shim so mirrored components can use the relative
-            # `../bank_reconciliation_service` import unchanged.
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/bank_reconciliation_service.js',
-            # Batch 1 (Task 30) — display components
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/statement_line/statement_line.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/statement_line/statement_line.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/statement_summary/statement_summary.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/statement_summary/statement_summary.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/line_info_pop_over/line_info_pop_over.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/line_info_pop_over/line_info_pop_over.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/reconciled_line_name/reconciled_line_name.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/reconciled_line_name/reconciled_line_name.xml',
-            # Batch 2 (Task 31) — action + edit components
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/button/button.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/button/button.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/button_list/button_list.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/button_list/button_list.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/line_to_reconcile/line_to_reconcile.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/line_to_reconcile/line_to_reconcile.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/list_view/list.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/list_view/list_view_many2one_multi_edit.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/list_view/list_view_many2one_multi_edit.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/apply_amount/apply_amount.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/apply_amount/apply_amount.xml',
-            # Batch 3 (Task 32) — dialog components
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/bankrec_form_dialog/bankrec_form_dialog.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/bankrec_form_dialog/bankrec_form_dialog.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/search_dialog/search_dialog.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/search_dialog/search_dialog.xml',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/search_dialog/search_dialog_list.js',
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/search_dialog/search_dialog_list.xml',
-            # Batch 4 (Task 33) — auxiliary components
-            'fusion_accounting_bank_rec/static/src/components/bank_reconciliation/quick_create/quick_create.js',
-            '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',
-        ],
-        'web.assets_tests': [
-            'fusion_accounting_bank_rec/static/src/tours/bank_rec_tours.js',
-        ],
-    },
     'installable': True,
     'application': False,
     'license': 'OPL-1',

fusion_accounting_bank_rec/controllers/__init__.py

@@ -1 +0,0 @@
-from . import bank_rec_controller

fusion_accounting_bank_rec/controllers/bank_rec_controller.py

@@ -1,325 +0,0 @@
-"""HTTP controller: 10 JSON-RPC endpoints for the OWL bank-rec widget.
-
-All endpoints route through ``BankRecAdapter`` (which lives in
-``fusion_accounting_ai`` and already encapsulates fusion / enterprise /
-community routing) or directly through ``fusion.reconcile.engine`` for
-methods the adapter does not yet expose. The controller never touches
-``account.partial.reconcile`` directly.
-
-V19: uses ``@route(type='jsonrpc')``, the V19-blessed replacement for the
-deprecated ``type='json'`` (Odoo 19 logs a deprecation warning if you
-still use ``json``).
-"""
-
-import logging
-
-from odoo import _, http
-from odoo.exceptions import ValidationError
-from odoo.http import request
-
-_logger = logging.getLogger(__name__)
-
-
-def _adapter():
-    """Resolve the bank-rec data adapter from fusion_accounting_ai."""
-    from odoo.addons.fusion_accounting_ai.services.data_adapters import (
-        get_adapter,
-    )
-    return get_adapter(request.env, 'bank_rec')
-
-
-class FusionBankRecController(http.Controller):
-    """JSON-RPC surface consumed by the OWL bank-reconciliation widget.
-
-    All routes are ``auth='user'`` -- anonymous traffic is rejected by
-    Odoo's HTTP layer before reaching the handler.
-    """
-
-    # ------------------------------------------------------------------
-    # 1. get_state -- initial widget bootstrap
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/get_state', type='jsonrpc', auth='user')
-    def get_state(self, journal_id, company_id):
-        """Return the journal summary that seeds the kanban widget."""
-        Journal = request.env['account.journal']
-        Line = request.env['account.bank.statement.line']
-        journal = Journal.browse(int(journal_id))
-        if not journal.exists():
-            raise ValidationError(_("Journal %s not found") % journal_id)
-        company_id = int(company_id) if company_id else request.env.company.id
-        unreconciled_lines = Line.search([
-            ('journal_id', '=', journal.id),
-            ('is_reconciled', '=', False),
-            ('company_id', '=', company_id),
-        ])
-        total_amount = sum(abs(l.amount) for l in unreconciled_lines)
-        last_stmt = request.env['account.bank.statement'].search(
-            [('journal_id', '=', journal.id)],
-            order='date desc', limit=1)
-        currency = journal.currency_id or journal.company_id.currency_id
-        return {
-            'journal': {
-                'id': journal.id,
-                'name': journal.name,
-                'currency_code': currency.name,
-            },
-            'unreconciled_count': len(unreconciled_lines),
-            'total_pending_amount': total_amount,
-            'last_statement_date': str(last_stmt.date) if last_stmt and last_stmt.date else None,
-        }
-
-    # ------------------------------------------------------------------
-    # 2. list_unreconciled -- paginated, fusion-enriched
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/list_unreconciled', type='jsonrpc', auth='user')
-    def list_unreconciled(self, journal_id, limit=50, offset=0,
-                            company_id=None, date_from=None, date_to=None,
-                            min_amount=None):
-        """Return enriched, paginated unreconciled bank lines."""
-        limit = int(limit)
-        offset = int(offset)
-        company_id = (int(company_id) if company_id
-                        else request.env.company.id)
-        # The adapter doesn't take an offset; over-fetch and slice.
-        rows = _adapter().list_unreconciled(
-            journal_id=int(journal_id),
-            limit=limit + offset,
-            company_id=company_id,
-            date_from=date_from,
-            date_to=date_to,
-            min_amount=min_amount,
-        )
-        sliced = rows[offset:offset + limit]
-        Line = request.env['account.bank.statement.line']
-        domain = [
-            ('journal_id', '=', int(journal_id)),
-            ('is_reconciled', '=', False),
-            ('company_id', '=', company_id),
-        ]
-        if date_from:
-            domain.append(('date', '>=', date_from))
-        if date_to:
-            domain.append(('date', '<=', date_to))
-        if min_amount is not None:
-            domain.append(('amount', '>=', float(min_amount)))
-        total = Line.search_count(domain)
-        return {
-            'count': len(sliced),
-            'total': total,
-            'lines': sliced,
-        }
-
-    # ------------------------------------------------------------------
-    # 3. get_line_detail -- one line + suggestions + attachments
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/get_line_detail', type='jsonrpc', auth='user')
-    def get_line_detail(self, statement_line_id):
-        """Return full detail for one line including pending suggestions."""
-        Line = request.env['account.bank.statement.line']
-        line = Line.browse(int(statement_line_id))
-        if not line.exists():
-            raise ValidationError(
-                _("Statement line %s not found") % statement_line_id)
-        Sug = request.env['fusion.reconcile.suggestion']
-        suggestions = Sug.search([
-            ('statement_line_id', '=', line.id),
-            ('state', '=', 'pending'),
-        ], order='confidence desc, rank asc')
-        Att = request.env['ir.attachment']
-        attachments = Att.search([
-            ('res_model', '=', 'account.move'),
-            ('res_id', '=', line.move_id.id),
-        ]) if line.move_id else Att.browse()
-        currency = line.currency_id or line.company_id.currency_id
-        return {
-            'line': {
-                'id': line.id,
-                'date': str(line.date) if line.date else None,
-                'payment_ref': line.payment_ref or '',
-                'amount': line.amount,
-                'partner_id': line.partner_id.id if line.partner_id else None,
-                'partner_name': line.partner_id.name if line.partner_id else None,
-                'currency_id': currency.id,
-                'currency_code': currency.name,
-                'journal_id': line.journal_id.id,
-                'journal_name': line.journal_id.name,
-                'is_reconciled': line.is_reconciled,
-            },
-            'suggestions': [{
-                'id': s.id,
-                'candidate_ids': s.proposed_move_line_ids.ids,
-                'confidence': s.confidence,
-                'rank': s.rank,
-                'reasoning': s.reasoning or '',
-                'scores': {
-                    'amount_match': s.score_amount_match,
-                    'partner_pattern': s.score_partner_pattern,
-                    'precedent_similarity': s.score_precedent_similarity,
-                    'ai_rerank': s.score_ai_rerank,
-                },
-            } for s in suggestions],
-            'attachments': [{
-                'id': a.id,
-                'name': a.name,
-                'mimetype': a.mimetype,
-            } for a in attachments],
-        }
-
-    # ------------------------------------------------------------------
-    # 4. suggest_matches -- lazy AI suggest for a line
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/suggest_matches', type='jsonrpc', auth='user')
-    def suggest_matches(self, statement_line_ids, limit_per_line=3):
-        """Trigger AI suggest for one or more statement lines."""
-        ids = [int(i) for i in (statement_line_ids or [])]
-        result = _adapter().suggest_matches(
-            statement_line_ids=ids,
-            limit_per_line=int(limit_per_line),
-        )
-        return {'suggestions': result}
-
-    # ------------------------------------------------------------------
-    # 5. accept_suggestion -- promote AI suggestion to real reconcile
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/accept_suggestion', type='jsonrpc', auth='user')
-    def accept_suggestion(self, suggestion_id):
-        """Accept a fusion suggestion. Returns the partial IDs created."""
-        sug = request.env['fusion.reconcile.suggestion'].browse(
-            int(suggestion_id))
-        if not sug.exists():
-            raise ValidationError(
-                _("Suggestion %s not found") % suggestion_id)
-        # Capture the journal/company before reconcile (the sug may go stale).
-        journal_id = sug.statement_line_id.journal_id.id
-        company_id = sug.company_id.id
-        result = _adapter().accept_suggestion(suggestion_id=int(suggestion_id))
-        unreconciled_count_after = request.env[
-            'account.bank.statement.line'].search_count([
-                ('journal_id', '=', journal_id),
-                ('is_reconciled', '=', False),
-                ('company_id', '=', company_id),
-            ])
-        return {
-            'status': 'accepted',
-            'partial_ids': result.get('partial_ids', []),
-            'unreconciled_count_after': unreconciled_count_after,
-        }
-
-    # ------------------------------------------------------------------
-    # 6. reconcile_manual -- user picked candidates manually
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/reconcile_manual', type='jsonrpc', auth='user')
-    def reconcile_manual(self, statement_line_id, against_move_line_ids):
-        """Reconcile a line against an explicit set of journal items."""
-        line = request.env['account.bank.statement.line'].browse(
-            int(statement_line_id))
-        if not line.exists():
-            raise ValidationError(
-                _("Statement line %s not found") % statement_line_id)
-        cands = request.env['account.move.line'].browse(
-            [int(i) for i in (against_move_line_ids or [])])
-        result = request.env['fusion.reconcile.engine'].reconcile_one(
-            line, against_lines=cands)
-        return {
-            'status': 'reconciled',
-            'partial_ids': result.get('partial_ids', []),
-        }
-
-    # ------------------------------------------------------------------
-    # 7. unreconcile -- reverse a prior reconcile
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/unreconcile', type='jsonrpc', auth='user')
-    def unreconcile(self, partial_reconcile_ids):
-        """Reverse one or more partial reconciles."""
-        ids = [int(i) for i in (partial_reconcile_ids or [])]
-        result = _adapter().unreconcile(partial_reconcile_ids=ids)
-        return {
-            'status': 'unreconciled',
-            'unreconciled_line_ids': result.get('unreconciled_line_ids', []),
-        }
-
-    # ------------------------------------------------------------------
-    # 8. write_off -- absorb residual into a write-off account
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/write_off', type='jsonrpc', auth='user')
-    def write_off(self, statement_line_id, account_id, amount, label,
-                    tax_id=None):
-        """Apply a write-off against a bank statement line."""
-        line = request.env['account.bank.statement.line'].browse(
-            int(statement_line_id))
-        if not line.exists():
-            raise ValidationError(
-                _("Statement line %s not found") % statement_line_id)
-        account = request.env['account.account'].browse(int(account_id))
-        tax = (request.env['account.tax'].browse(int(tax_id))
-                if tax_id else None)
-        result = request.env['fusion.reconcile.engine'].write_off(
-            line, account=account, amount=float(amount),
-            tax_id=tax, label=label)
-        return {
-            'status': 'written_off',
-            'partial_ids': result.get('partial_ids', []),
-            'write_off_move_id': result.get('write_off_move_id'),
-        }
-
-    # ------------------------------------------------------------------
-    # 9. bulk_reconcile -- batch auto-reconcile a recordset
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/bulk_reconcile', type='jsonrpc', auth='user')
-    def bulk_reconcile(self, statement_line_ids, strategy='auto'):
-        """Batch auto-reconcile. Returns counts + per-line errors."""
-        ids = [int(i) for i in (statement_line_ids or [])]
-        lines = request.env['account.bank.statement.line'].browse(ids)
-        result = request.env['fusion.reconcile.engine'].reconcile_batch(
-            lines, strategy=strategy)
-        return result
-
-    # ------------------------------------------------------------------
-    # 10. get_partner_history -- partner reconcile history panel
-    # ------------------------------------------------------------------
-
-    @http.route('/fusion/bank_rec/get_partner_history', type='jsonrpc', auth='user')
-    def get_partner_history(self, partner_id, limit=20):
-        """Return a partner's reconcile history + learned pattern."""
-        Partner = request.env['res.partner']
-        partner = Partner.browse(int(partner_id))
-        if not partner.exists():
-            raise ValidationError(_("Partner %s not found") % partner_id)
-        Precedent = request.env['fusion.reconcile.precedent']
-        recent = Precedent.search(
-            [('partner_id', '=', partner.id)],
-            order='reconciled_at desc, id desc',
-            limit=int(limit),
-        )
-        Pattern = request.env['fusion.reconcile.pattern']
-        pattern = Pattern.search(
-            [('partner_id', '=', partner.id)], limit=1)
-        return {
-            'partner': {
-                'id': partner.id,
-                'name': partner.name,
-            },
-            'recent_reconciles': [{
-                'precedent_id': p.id,
-                'date': str(p.date) if p.date else None,
-                'amount': p.amount,
-                'memo_tokens': p.memo_tokens or '',
-                'matched_count': p.matched_move_line_count,
-                'source': p.source,
-            } for p in recent],
-            'pattern': ({
-                'reconcile_count': pattern.reconcile_count,
-                'pref_strategy': pattern.pref_strategy or None,
-                'common_memo_tokens': pattern.common_memo_tokens or None,
-                'typical_cadence_days': pattern.typical_cadence_days,
-            } if pattern else None),
-        }

fusion_accounting_bank_rec/data/cron.xml

@@ -1,35 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo noupdate="1">
-
-    <record id="cron_fusion_bank_rec_suggest" model="ir.cron">
-        <field name="name">Fusion Bank Rec — Warm AI Suggestions</field>
-        <field name="model_id" ref="model_fusion_bank_rec_cron"/>
-        <field name="state">code</field>
-        <field name="code">model._cron_suggest_pending()</field>
-        <field name="interval_number">30</field>
-        <field name="interval_type">minutes</field>
-        <field name="active" eval="True"/>
-    </record>
-
-    <record id="cron_fusion_bank_rec_pattern_refresh" model="ir.cron">
-        <field name="name">Fusion Bank Rec — Refresh Partner Patterns</field>
-        <field name="model_id" ref="model_fusion_bank_rec_cron"/>
-        <field name="state">code</field>
-        <field name="code">model._cron_refresh_patterns()</field>
-        <field name="interval_number">1</field>
-        <field name="interval_type">days</field>
-        <field name="nextcall" eval="(DateTime.now().replace(hour=2, minute=0, second=0) + timedelta(days=1)).strftime('%Y-%m-%d %H:%M:%S')"/>
-        <field name="active" eval="True"/>
-    </record>
-
-    <record id="cron_fusion_bank_rec_mv_refresh" model="ir.cron">
-        <field name="name">Fusion Bank Rec — Refresh Unreconciled MV</field>
-        <field name="model_id" ref="model_fusion_bank_rec_cron"/>
-        <field name="state">code</field>
-        <field name="code">model._cron_refresh_mv()</field>
-        <field name="interval_number">5</field>
-        <field name="interval_type">minutes</field>
-        <field name="active" eval="True"/>
-    </record>
-
-</odoo>

fusion_accounting_bank_rec/data/sql/create_mv_unreconciled_bank_line.sql

@@ -1,57 +0,0 @@
--- Materialized view: pre-aggregated data for the OWL bank reconciliation widget.
--- Refreshed on cron (Task 25) and on suggestion writes.
--- Indexed on (company_id, journal_id, date) for fast UI queries.
-
--- NOTE: account_bank_statement_line does not store `date` directly in V19;
--- it is a related field through move_id -> account_move.date. We JOIN on
--- account_move to get it.
-CREATE MATERIALIZED VIEW IF NOT EXISTS fusion_unreconciled_bank_line_mv AS
-SELECT
-    bsl.id                                         AS id,
-    bsl.company_id                                 AS company_id,
-    bsl.journal_id                                 AS journal_id,
-    am.date                                        AS date,
-    bsl.amount                                     AS amount,
-    bsl.payment_ref                                AS payment_ref,
-    bsl.currency_id                                AS currency_id,
-    bsl.partner_id                                 AS partner_id,
-    bsl.create_date                                AS create_date,
-    -- Top suggestion (highest confidence pending one)
-    (SELECT s.id FROM fusion_reconcile_suggestion s
-        WHERE s.statement_line_id = bsl.id AND s.state = 'pending'
-        ORDER BY s.confidence DESC, s.rank ASC LIMIT 1)         AS top_suggestion_id,
-    (SELECT s.confidence FROM fusion_reconcile_suggestion s
-        WHERE s.statement_line_id = bsl.id AND s.state = 'pending'
-        ORDER BY s.confidence DESC, s.rank ASC LIMIT 1)         AS top_confidence,
-    CASE
-        WHEN (SELECT MAX(s.confidence) FROM fusion_reconcile_suggestion s
-              WHERE s.statement_line_id = bsl.id AND s.state = 'pending') >= 0.85
-            THEN 'high'
-        WHEN (SELECT MAX(s.confidence) FROM fusion_reconcile_suggestion s
-              WHERE s.statement_line_id = bsl.id AND s.state = 'pending') >= 0.60
-            THEN 'medium'
-        WHEN (SELECT MAX(s.confidence) FROM fusion_reconcile_suggestion s
-              WHERE s.statement_line_id = bsl.id AND s.state = 'pending') > 0
-            THEN 'low'
-        ELSE 'none'
-    END                                                          AS confidence_band,
-    -- Attachment count (assumes ir_attachment.res_model='account.bank.statement.line')
-    (SELECT COUNT(*) FROM ir_attachment att
-        WHERE att.res_model = 'account.bank.statement.line' AND att.res_id = bsl.id)
-                                                                 AS attachment_count,
-    -- Partner reconcile pattern hint
-    COALESCE((SELECT p.reconcile_count FROM fusion_reconcile_pattern p
-        WHERE p.partner_id = bsl.partner_id AND p.company_id = bsl.company_id LIMIT 1), 0)
-                                                                 AS partner_reconcile_count
-FROM account_bank_statement_line bsl
-JOIN account_move am ON am.id = bsl.move_id
-WHERE bsl.is_reconciled IS NOT TRUE;
-
--- Indexes for the common UI queries: filter by company + journal, sort by date desc.
-CREATE INDEX IF NOT EXISTS fusion_mv_unrec_company_journal_date_idx
-    ON fusion_unreconciled_bank_line_mv (company_id, journal_id, date DESC);
-CREATE INDEX IF NOT EXISTS fusion_mv_unrec_partner_idx
-    ON fusion_unreconciled_bank_line_mv (partner_id) WHERE partner_id IS NOT NULL;
--- UNIQUE index required for CONCURRENTLY refresh
-CREATE UNIQUE INDEX IF NOT EXISTS fusion_mv_unrec_id_idx
-    ON fusion_unreconciled_bank_line_mv (id);

fusion_accounting_bank_rec/models/__init__.py

@@ -4,7 +4,3 @@ from . import fusion_reconcile_suggestion
 from . import fusion_bank_rec_widget
 from . import account_bank_statement_line
 from . import account_reconcile_model
-from . import fusion_reconcile_engine
-from . import fusion_unreconciled_bank_line_mv
-from . import fusion_bank_rec_cron
-from . import fusion_migration_wizard

fusion_accounting_bank_rec/models/fusion_bank_rec_cron.py

@@ -1,119 +0,0 @@
-"""Cron handler model for fusion_accounting_bank_rec.
-
-Three scheduled jobs:
-- _cron_suggest_pending: warm AI suggestions for unreconciled lines (30 min)
-- _cron_refresh_patterns: recompute fusion.reconcile.pattern aggregates (daily 02:00)
-- _cron_refresh_mv: REFRESH MATERIALIZED VIEW CONCURRENTLY (5 min)
-"""
-
-import logging
-from datetime import timedelta
-
-import odoo
-from odoo import api, fields, models
-
-from ..services.pattern_extractor import extract_pattern_for_partner
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionBankRecCron(models.AbstractModel):
-    _name = "fusion.bank.rec.cron"
-    _description = "Fusion Bank Reconciliation Cron Handlers"
-
-    @api.model
-    def _cron_suggest_pending(self, batch_size=50):
-        """For each unreconciled bank line that doesn't have a recent pending
-        suggestion, run engine.suggest_matches.
-
-        Recent = a pending suggestion created within the last 24 hours."""
-        cutoff = fields.Datetime.now() - timedelta(hours=24)
-        Line = self.env['account.bank.statement.line']
-        lines_to_consider = Line.search([
-            ('is_reconciled', '=', False),
-            ('partner_id', '!=', False),
-        ], limit=batch_size * 5)
-
-        Suggestion = self.env['fusion.reconcile.suggestion']
-        lines_needing_suggestions = self.env['account.bank.statement.line']
-        for line in lines_to_consider:
-            recent = Suggestion.search_count([
-                ('statement_line_id', '=', line.id),
-                ('state', '=', 'pending'),
-                ('create_date', '>=', cutoff),
-            ])
-            if recent == 0:
-                lines_needing_suggestions |= line
-            if len(lines_needing_suggestions) >= batch_size:
-                break
-
-        if not lines_needing_suggestions:
-            _logger.debug("Cron: no bank lines need suggestion warming")
-            return
-
-        _logger.info(
-            "Cron: warming suggestions for %d bank lines",
-            len(lines_needing_suggestions))
-        try:
-            self.env['fusion.reconcile.engine'].suggest_matches(
-                lines_needing_suggestions, limit_per_line=3)
-        except Exception as e:
-            _logger.exception("Cron suggest_pending failed: %s", e)
-
-    @api.model
-    def _cron_refresh_patterns(self):
-        """For each (company, partner) pair with precedents, recompute and
-        upsert the fusion.reconcile.pattern row."""
-        Pattern = self.env['fusion.reconcile.pattern']
-        self.env.cr.execute("""
-            SELECT DISTINCT company_id, partner_id
-            FROM fusion_reconcile_precedent
-            WHERE partner_id IS NOT NULL
-        """)
-        pairs = self.env.cr.fetchall()
-        _logger.info(
-            "Cron: refreshing patterns for %d (company, partner) pairs",
-            len(pairs))
-        for company_id, partner_id in pairs:
-            try:
-                vals = extract_pattern_for_partner(
-                    self.env, company_id=company_id, partner_id=partner_id)
-                existing = Pattern.search([
-                    ('company_id', '=', company_id),
-                    ('partner_id', '=', partner_id),
-                ], limit=1)
-                if existing:
-                    existing.write(vals)
-                else:
-                    Pattern.create(vals)
-            except Exception as e:
-                _logger.warning(
-                    "Pattern refresh failed for company=%s partner=%s: %s",
-                    company_id, partner_id, e)
-
-    @api.model
-    def _cron_refresh_mv(self):
-        """Refresh the materialized view CONCURRENTLY using an autocommit cursor.
-
-        REFRESH CONCURRENTLY can't run inside a transaction, so we open a
-        fresh connection in autocommit mode (per Task 24's note). On any
-        failure, we fall back to the model's blocking refresh."""
-        try:
-            db_name = self.env.cr.dbname
-            db = odoo.sql_db.db_connect(db_name)
-            with db.cursor() as cron_cr:
-                cron_cr._cnx.set_session(autocommit=True)
-                cron_cr.execute(
-                    "REFRESH MATERIALIZED VIEW CONCURRENTLY "
-                    "fusion_unreconciled_bank_line_mv")
-            _logger.debug("Cron: MV refresh CONCURRENTLY succeeded")
-        except Exception as e:
-            _logger.warning(
-                "Cron MV refresh CONCURRENTLY failed (%s); falling back to "
-                "blocking refresh", e)
-            try:
-                self.env['fusion.unreconciled.bank.line.mv']._refresh(
-                    concurrently=False)
-            except Exception as e2:
-                _logger.exception(
-                    "Cron MV refresh fallback also failed: %s", e2)

fusion_accounting_bank_rec/models/fusion_migration_wizard.py

@@ -1,97 +0,0 @@
-"""Bank-rec specific migration step.
-
-Hooks into fusion.migration.wizard (defined by fusion_accounting_migration)
-to bootstrap fusion.reconcile.precedent from existing
-account.partial.reconcile rows. This gives the AI immediate "memory" from
-past Enterprise reconciles so suggestions can be ranked by precedent
-similarity from day one.
-
-The bootstrap step is exposed as a public method (_bank_rec_bootstrap_step)
-so tests and the audit report can invoke it directly. action_run_migration
-is overridden to call super() then run the bootstrap.
-"""
-
-import logging
-
-from odoo import _, models
-
-from ..services.precedent_backfill import backfill_precedents
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionMigrationWizard(models.TransientModel):
-    _inherit = "fusion.migration.wizard"
-
-    def _bank_rec_bootstrap_step(self):
-        """Migration step: backfill precedents + refresh patterns + refresh MV.
-
-        Returns a dict describing what happened, suitable for surfacing to
-        the user via notification or PDF audit report.
-        """
-        self.ensure_one()
-        _logger.info(
-            "fusion_accounting_bank_rec migration step: bootstrap starting")
-
-        company_id = None
-        if 'company_id' in self._fields and self.company_id:
-            company_id = self.company_id.id
-
-        precedent_result = backfill_precedents(
-            self.env, company_id=company_id, limit=10000)
-
-        try:
-            self.env['fusion.bank.rec.cron']._cron_refresh_patterns()
-            patterns_ok = True
-        except Exception as e:  # noqa: BLE001
-            _logger.warning(
-                "Pattern refresh during migration failed: %s", e)
-            patterns_ok = False
-
-        try:
-            self.env['fusion.unreconciled.bank.line.mv']._refresh(
-                concurrently=False)
-            mv_ok = True
-        except Exception as e:  # noqa: BLE001
-            _logger.warning("MV refresh during migration failed: %s", e)
-            mv_ok = False
-
-        result = {
-            'step': 'bank_rec_bootstrap',
-            'precedents_created': precedent_result['created'],
-            'precedents_skipped': precedent_result['skipped'],
-            'patterns_refreshed': patterns_ok,
-            'mv_refreshed': mv_ok,
-        }
-        _logger.info(
-            "fusion_accounting_bank_rec bootstrap complete: %s", result)
-        return result
-
-    def action_run_migration(self):
-        """Override the migration entry-point to add the bank-rec step.
-
-        Calls super() (which currently returns a notification stub from
-        Phase 0) and then runs the bank-rec bootstrap. Returns a
-        notification summarizing both.
-        """
-        _ = super().action_run_migration()
-        result = self._bank_rec_bootstrap_step()
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'type': 'success',
-                'title': _("Bank-Rec Migration Complete"),
-                'message': _(
-                    "Backfilled %(created)d precedents "
-                    "(skipped %(skipped)d). "
-                    "Patterns refreshed: %(p)s. MV refreshed: %(m)s."
-                ) % {
-                    'created': result['precedents_created'],
-                    'skipped': result['precedents_skipped'],
-                    'p': 'yes' if result['patterns_refreshed'] else 'no',
-                    'm': 'yes' if result['mv_refreshed'] else 'no',
-                },
-                'sticky': False,
-            },
-        }

fusion_accounting_bank_rec/models/fusion_reconcile_engine.py

@@ -1,481 +0,0 @@
-"""The reconcile engine — orchestrator for all bank-line reconciliations.
-
-Public API: 6 methods. All other code (controllers, AI tools, wizards)
-must go through these methods; no direct ORM writes to
-``account.partial.reconcile`` from anywhere else.
-
-V19 mechanics (per Enterprise's bank_rec_widget pattern):
-
-A bank statement line creates an ``account.move`` with two journal
-items: a *liquidity* line on the journal's default account, and a
-*suspense* line on the journal's suspense account. Reconciliation
-replaces the suspense line with one or more *counterpart* lines posted
-to the matched invoices' receivable / payable accounts (or the write-off
-account), then calls Odoo's standard ``account.move.line.reconcile()``
-on each counterpart + invoice pair.
-
-Internal pipeline (per spec Section 3.3):
-
-1. Validate (period not locked, mandatory args present).
-2. Compute counterpart vals from ``against_lines`` and optional write-off.
-3. Rewrite the bank move ``line_ids``: keep liquidity, drop suspense +
-   any prior other lines, append the new counterparts.
-4. Reconcile each counterpart with its matched invoice line.
-5. Audit (``mail.message``) + record precedent for future learning.
-"""
-
-import logging
-
-from odoo import _, api, fields, models
-from odoo.exceptions import ValidationError
-from odoo.fields import Command
-
-from ..services.matching_strategies import (
-    AmountExactStrategy,
-    Candidate,
-    FIFOStrategy,
-    MultiInvoiceStrategy,
-)
-from ..services.confidence_scoring import score_candidates
-from ..services.memo_tokenizer import tokenize_memo
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionReconcileEngine(models.AbstractModel):
-    _name = "fusion.reconcile.engine"
-    _description = "Fusion Bank Reconciliation Engine"
-
-    # ============================================================
-    # PUBLIC API (6 methods)
-    # ============================================================
-
-    @api.model
-    def reconcile_one(self, statement_line, *, against_lines=None,
-                       write_off_vals=None):
-        """Reconcile one bank line against a set of journal items.
-
-        Returns: ``{'partial_ids': [...], 'exchange_diff_move_id': int|None,
-        'write_off_move_id': int|None}``
-        """
-        if not statement_line:
-            raise ValidationError(_("statement_line is required"))
-        statement_line.ensure_one()
-        AML = self.env['account.move.line']
-        against_lines = against_lines or AML
-        if not against_lines and not write_off_vals:
-            raise ValidationError(
-                _("Either against_lines or write_off_vals required"))
-
-        self._validate_reconcile(statement_line, against_lines)
-
-        bank_move = statement_line.move_id
-        liquidity_lines, suspense_lines, other_lines = (
-            statement_line._seek_for_lines())
-
-        # The bank move must stay balanced after we rewrite line_ids.
-        # Liquidity sums to +bank_amount (or -bank_amount for outbound), so
-        # the new counterparts must sum to the inverse. We allocate the
-        # available bank amount across against_lines, clamped to each
-        # invoice's residual; any leftover goes to the write-off line (or
-        # raises if no write-off was requested).
-        liq_balance = sum(liquidity_lines.mapped('balance'))
-        # Available counterpart balance (positive magnitude) = abs(liq_balance)
-        remaining = abs(liq_balance)
-        # Counterparts mirror liquidity: opposite sign of liq_balance.
-        cp_sign = -1 if liq_balance >= 0 else 1
-
-        new_counterpart_vals = []
-        for inv_line in against_lines:
-            inv_residual = inv_line.amount_residual
-            # Clamp so we never write more than the invoice residual nor more
-            # than what the bank line can pay.
-            allocate = min(remaining, abs(inv_residual))
-            new_counterpart_vals.append(self._build_counterpart_vals(
-                statement_line, inv_line,
-                allocated_balance=cp_sign * allocate,
-            ))
-            remaining -= allocate
-            if remaining <= 0:
-                break
-
-        write_off_move_id = None
-        if write_off_vals:
-            # Write-off absorbs whatever the against_lines didn't cover.
-            wo_balance = cp_sign * remaining
-            # If user passed an explicit amount and there are no against_lines,
-            # honour the explicit amount (covers the pure write-off case).
-            if (write_off_vals.get('amount') is not None
-                    and not against_lines):
-                wo_balance = -write_off_vals['amount']
-            new_counterpart_vals.append(self._build_write_off_vals(
-                statement_line, write_off_vals, balance=wo_balance,
-            ))
-            remaining = 0
-
-        # Replace the bank move line_ids: keep liquidity, drop everything
-        # else, append new counterparts.
-        ops = []
-        for line in (suspense_lines | other_lines):
-            ops.append(Command.unlink(line.id))
-        for vals in new_counterpart_vals:
-            ops.append(Command.create(vals))
-
-        editable_move = bank_move.with_context(
-            force_delete=True, skip_readonly_check=True)
-        prior_line_ids = set(bank_move.line_ids.ids)
-        editable_move.write({'line_ids': ops})
-
-        new_lines = bank_move.line_ids.filtered(
-            lambda line: line.id not in prior_line_ids)
-
-        # Reconcile each new counterpart with its matched invoice line.
-        # The first N new lines correspond to the first N against_lines
-        # (where N may be < len(against_lines) if the bank amount ran out).
-        # Any trailing new line is a write-off and has no invoice pair.
-        Partial = self.env['account.partial.reconcile']
-        new_partial_ids = []
-        invoice_counterparts = new_lines[:min(len(new_lines),
-                                                len(against_lines))]
-        for new_line, inv_line in zip(invoice_counterparts, against_lines):
-            pair = new_line | inv_line
-            existing = set(Partial.search([
-                '|',
-                ('debit_move_id', 'in', pair.ids),
-                ('credit_move_id', 'in', pair.ids),
-            ]).ids)
-            pair.reconcile()
-            added = Partial.search([
-                '|',
-                ('debit_move_id', 'in', pair.ids),
-                ('credit_move_id', 'in', pair.ids),
-            ]).filtered(lambda p: p.id not in existing)
-            new_partial_ids.extend(added.ids)
-
-        self._post_audit(
-            statement_line, new_partial_ids, source='engine.reconcile_one')
-        if against_lines:
-            self._record_precedent(statement_line, against_lines)
-
-        return {
-            'partial_ids': new_partial_ids,
-            'exchange_diff_move_id': None,
-            'write_off_move_id': write_off_move_id,
-        }
-
-    @api.model
-    def reconcile_batch(self, statement_lines, *, strategy='auto'):
-        """Bulk-reconcile a recordset using the chosen strategy.
-
-        Returns: ``{'reconciled_count': int, 'skipped': int,
-        'errors': [...]}``
-        """
-        reconciled = 0
-        skipped = 0
-        errors = []
-        for line in statement_lines:
-            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:
-                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(
-                    "reconcile_batch failed for line %s: %s", line.id, e)
-        return {
-            'reconciled_count': reconciled,
-            'skipped': skipped,
-            'errors': errors,
-        }
-
-    @api.model
-    def suggest_matches(self, statement_lines, *, limit_per_line=3):
-        """Compute and persist AI suggestions per line.
-
-        Returns: dict mapping ``line_id`` -> list of suggestion dicts.
-        """
-        out = {}
-        Suggestion = self.env['fusion.reconcile.suggestion']
-        for line in statement_lines:
-            candidates_records = self._fetch_candidates(line)
-            if not candidates_records:
-                continue
-            candidates_dataclasses = self._records_to_candidates(
-                line, candidates_records)
-            scored = score_candidates(
-                self.env,
-                statement_line=line,
-                candidates=candidates_dataclasses,
-                k=limit_per_line,
-                use_ai=True,
-            )
-
-            Suggestion.search([
-                ('statement_line_id', '=', line.id),
-                ('state', '=', 'pending'),
-            ]).write({'state': 'superseded'})
-
-            line_suggestions = []
-            for rank, s in enumerate(scored, start=1):
-                sug = Suggestion.create({
-                    'company_id': line.company_id.id,
-                    'statement_line_id': line.id,
-                    'proposed_move_line_ids': [(6, 0, [s.candidate_id])],
-                    'confidence': s.confidence,
-                    'rank': rank,
-                    'reasoning': s.reasoning,
-                    'score_amount_match': s.score_amount_match,
-                    'score_partner_pattern': s.score_partner_pattern,
-                    'score_precedent_similarity': s.score_precedent_similarity,
-                    'score_ai_rerank': s.score_ai_rerank,
-                    'generated_by': 'on_demand',
-                    'state': 'pending',
-                })
-                line_suggestions.append({
-                    'id': sug.id,
-                    'rank': rank,
-                    'confidence': s.confidence,
-                    'reasoning': s.reasoning,
-                    'candidate_id': s.candidate_id,
-                })
-            out[line.id] = line_suggestions
-        return out
-
-    @api.model
-    def accept_suggestion(self, suggestion):
-        """User clicked Accept on a suggestion -> reconcile via its proposal.
-
-        Returns: same shape as ``reconcile_one``.
-        """
-        if isinstance(suggestion, int):
-            suggestion = self.env['fusion.reconcile.suggestion'].browse(
-                suggestion)
-        suggestion.ensure_one()
-        line = suggestion.statement_line_id
-        against = suggestion.proposed_move_line_ids
-        result = self.reconcile_one(line, against_lines=against)
-        suggestion.write({
-            'state': 'accepted',
-            'accepted_at': fields.Datetime.now(),
-            'accepted_by': self.env.uid,
-        })
-        return result
-
-    @api.model
-    def write_off(self, statement_line, *, account, amount, label, tax_id=None):
-        """Create a write-off move + reconcile the bank line against it.
-
-        Returns: same shape as ``reconcile_one``.
-        """
-        write_off_vals = {
-            'account_id': account.id if hasattr(account, 'id') else account,
-            'amount': amount,
-            'tax_id': (tax_id.id if (tax_id and hasattr(tax_id, 'id'))
-                       else tax_id),
-            'label': label,
-        }
-        return self.reconcile_one(
-            statement_line, against_lines=None, write_off_vals=write_off_vals)
-
-    @api.model
-    def unreconcile(self, partial_reconciles):
-        """Reverse a reconciliation. Handles full vs. partial chains.
-
-        Because ``reconcile_one`` rewrites the bank move's suspense line into
-        one or more counterpart lines, simply deleting the
-        ``account.partial.reconcile`` rows is not enough — the bank move
-        would still look reconciled (no suspense line, no residual). We
-        delegate to V19's standard ``account.bank.statement.line.
-        action_undo_reconciliation`` for any affected bank line, which
-        clears the partials AND restores the original suspense state.
-
-        Returns: ``{'unreconciled_line_ids': [...]}``
-        """
-        partial_reconciles = partial_reconciles.exists()
-        if not partial_reconciles:
-            return {'unreconciled_line_ids': []}
-        all_lines = (
-            partial_reconciles.mapped('debit_move_id')
-            | partial_reconciles.mapped('credit_move_id')
-        )
-        line_ids = all_lines.ids
-        # Find any bank statement lines whose move owns one of these journal
-        # items; route them through the standard undo flow which both
-        # deletes the partials and restores the suspense line.
-        affected_bank_lines = self.env['account.bank.statement.line'].search([
-            ('move_id', 'in', all_lines.mapped('move_id').ids),
-        ])
-        if affected_bank_lines:
-            affected_bank_lines.action_undo_reconciliation()
-        # Anything still hanging around (rare — non-bank-line reconciles)
-        # gets a direct unlink as a fallback.
-        remaining = partial_reconciles.exists()
-        if remaining:
-            remaining.unlink()
-        return {'unreconciled_line_ids': line_ids}
-
-    # ============================================================
-    # PRIVATE HELPERS
-    # ============================================================
-
-    def _validate_reconcile(self, statement_line, against_lines):
-        """Phase 2: structural + safety checks."""
-        if not statement_line.exists():
-            raise ValidationError(_("Statement line does not exist"))
-        company = statement_line.company_id
-        line_date = statement_line.date
-        lock_date = company.fiscalyear_lock_date
-        if lock_date and line_date and line_date <= lock_date:
-            raise ValidationError(_(
-                "Cannot reconcile: line date %(line)s is on or before fiscal "
-                "year lock date %(lock)s",
-                line=line_date,
-                lock=lock_date,
-            ))
-
-    def _build_counterpart_vals(self, statement_line, inv_line, *,
-                                  allocated_balance):
-        """Build the vals for one counterpart line that mirrors an invoice
-        line on the bank move.
-
-        ``allocated_balance`` is the signed company-currency balance to write
-        on the counterpart. It is clamped (by the caller) so that the bank
-        move stays balanced and no invoice gets over-paid. We scale
-        ``amount_currency`` proportionally for multi-currency lines.
-        """
-        inv_residual = inv_line.amount_residual
-        if inv_residual:
-            scale = abs(allocated_balance) / abs(inv_residual)
-        else:
-            scale = 1.0
-        amount_currency = -inv_line.amount_residual_currency * scale
-        return {
-            'name': inv_line.name or statement_line.payment_ref or '',
-            'account_id': inv_line.account_id.id,
-            'partner_id': (inv_line.partner_id.id
-                            if inv_line.partner_id else False),
-            'currency_id': inv_line.currency_id.id,
-            'amount_currency': amount_currency,
-            'balance': allocated_balance,
-        }
-
-    def _build_write_off_vals(self, statement_line, write_off_vals, *,
-                                balance):
-        """Build the vals for a write-off counterpart line on the bank move.
-
-        ``balance`` is the signed company-currency balance the write-off
-        line must carry to keep the bank move balanced.
-        """
-        vals = {
-            'name': write_off_vals.get('label') or _('Write-off'),
-            'account_id': write_off_vals['account_id'],
-            'partner_id': (statement_line.partner_id.id
-                            if statement_line.partner_id else False),
-            'balance': balance,
-        }
-        if write_off_vals.get('tax_id'):
-            vals['tax_ids'] = [(6, 0, [write_off_vals['tax_id']])]
-        return vals
-
-    def _fetch_candidates(self, statement_line):
-        """SQL pre-filter: open journal items matching partner + reconcilable
-        account."""
-        domain = [
-            ('parent_state', '=', 'posted'),
-            ('account_id.reconcile', '=', True),
-            ('reconciled', '=', False),
-            ('display_type', 'not in', ('line_section', 'line_note')),
-        ]
-        if statement_line.partner_id:
-            domain.append(('partner_id', '=', statement_line.partner_id.id))
-        return self.env['account.move.line'].search(domain, limit=200)
-
-    def _records_to_candidates(self, statement_line, records):
-        """Convert ``account.move.line`` recordset to ``Candidate`` dataclasses."""
-        today = fields.Date.today()
-        result = []
-        for c in records:
-            ref_date = c.date_maturity or c.date or today
-            age_days = (today - ref_date).days
-            result.append(Candidate(
-                id=c.id,
-                amount=abs(c.amount_residual) or abs(c.balance),
-                partner_id=c.partner_id.id if c.partner_id else 0,
-                age_days=age_days,
-            ))
-        return result
-
-    def _apply_strategy(self, line, candidate_records, strategy):
-        """Apply the named strategy. Returns matching ``account.move.line``
-        recordset, or empty recordset if nothing matched."""
-        AML = self.env['account.move.line']
-        if not candidate_records:
-            return AML
-        candidate_dcs = self._records_to_candidates(line, candidate_records)
-        bank_amount = abs(line.amount)
-        if strategy == 'auto':
-            for strat_class in (AmountExactStrategy,
-                                MultiInvoiceStrategy,
-                                FIFOStrategy):
-                result = strat_class().match(
-                    bank_amount=bank_amount, candidates=candidate_dcs)
-                if result.picked_ids:
-                    return AML.browse(result.picked_ids)
-        return AML
-
-    def _post_audit(self, statement_line, partial_ids, source):
-        """Append an audit log to the bank-line move's chatter."""
-        if not statement_line.move_id:
-            return
-        try:
-            statement_line.move_id.message_post(
-                body=_(
-                    "Reconciled via %(source)s; %(count)d partial(s) created: "
-                    "%(ids)s",
-                    source=source,
-                    count=len(partial_ids),
-                    ids=partial_ids,
-                ),
-            )
-        except Exception as e:  # noqa: BLE001
-            _logger.debug(
-                "Audit log skipped for line %s: %s", statement_line.id, e)
-
-    def _record_precedent(self, statement_line, against_lines):
-        """Append a precedent for future pattern learning. Best-effort."""
-        if not against_lines:
-            return
-        try:
-            self.env['fusion.reconcile.precedent'].sudo().create({
-                'company_id': statement_line.company_id.id,
-                'partner_id': (statement_line.partner_id.id
-                                if statement_line.partner_id else False),
-                'amount': abs(statement_line.amount),
-                'currency_id': statement_line.currency_id.id,
-                'date': statement_line.date,
-                'memo_tokens': ','.join(
-                    tokenize_memo(statement_line.payment_ref)),
-                'journal_id': statement_line.journal_id.id,
-                'matched_move_line_count': len(against_lines),
-                'matched_account_ids': ','.join(
-                    str(i) for i in against_lines.mapped('account_id').ids),
-                'reconciler_user_id': self.env.uid,
-                'reconciled_at': fields.Datetime.now(),
-                'source': 'manual',
-            })
-        except Exception as e:  # noqa: BLE001
-            _logger.warning(
-                "Failed to record precedent for line %s: %s",
-                statement_line.id, e)

fusion_accounting_bank_rec/models/fusion_reconcile_precedent.py

@@ -41,7 +41,6 @@ class FusionReconcilePrecedent(models.Model):
     reconciled_at = fields.Datetime()
     source = fields.Selection([
         ('historical_bootstrap', 'Imported from history'),
-        ('backfill', 'Backfilled from account.partial.reconcile (migration)'),
         ('manual', 'Manual reconcile via fusion'),
         ('ai_accepted', 'AI suggestion accepted'),
         ('auto_rule', 'account.reconcile.model auto-fired'),

fusion_accounting_bank_rec/models/fusion_reconcile_suggestion.py

@@ -9,12 +9,8 @@ suggestions here, and the user (or batch-accept action) approves them
 through the engine's accept_suggestion() method.
 """
 
-import logging
-
 from odoo import api, fields, models
 
-_logger = logging.getLogger(__name__)
-
 
 class FusionReconcileSuggestion(models.Model):
     _name = "fusion.reconcile.suggestion"
@@ -100,38 +96,3 @@ class FusionReconcileSuggestion(models.Model):
                 sug.confidence_band = 'low'
             else:
                 sug.confidence_band = 'none'
-
-    # ------------------------------------------------------------------
-    # CRUD overrides — trigger MV refresh so the OWL widget sees fresh
-    # confidence bands / top suggestion ids without waiting for cron.
-    # ------------------------------------------------------------------
-
-    @api.model_create_multi
-    def create(self, vals_list):
-        records = super().create(vals_list)
-        self._trigger_mv_refresh()
-        return records
-
-    def write(self, vals):
-        res = super().write(vals)
-        # Only refresh on changes that affect the MV's projected columns.
-        if 'state' in vals or 'confidence' in vals or 'rank' in vals:
-            self._trigger_mv_refresh()
-        return res
-
-    def _trigger_mv_refresh(self):
-        """Best-effort MV refresh; never poison the originating transaction.
-
-        Uses concurrently=False because Postgres forbids
-        REFRESH MATERIALIZED VIEW CONCURRENTLY inside a transaction block,
-        and Odoo's per-request cursor is always in a transaction. The cron
-        job (Task 25) opens a dedicated autocommit cursor for CONCURRENTLY
-        refreshes when the MV grows large enough that a brief blocking
-        refresh becomes objectionable.
-        """
-        try:
-            self.env['fusion.unreconciled.bank.line.mv']._refresh(
-                concurrently=False)
-        except Exception as e:  # noqa: BLE001
-            _logger.warning(
-                "MV refresh after suggestion write failed: %s", e)

fusion_accounting_bank_rec/models/fusion_unreconciled_bank_line_mv.py

@@ -1,91 +0,0 @@
-"""Materialized view exposing pre-aggregated unreconciled-bank-line data.
-
-The MV is created in the model's init() (called by Odoo on install/upgrade).
-Refresh strategy:
-- Cron (every 5 min) — see fusion_accounting_bank_rec/data/cron.xml (Task 25)
-- Triggered refresh after suggestion writes (handled in fusion_reconcile_suggestion.py)
-"""
-
-import logging
-import os
-
-from odoo import api, fields, models
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionUnreconciledBankLineMV(models.Model):
-    _name = "fusion.unreconciled.bank.line.mv"
-    _description = "Materialized view of unreconciled bank lines for OWL widget"
-    _auto = False  # we manage the table ourselves
-    _table = "fusion_unreconciled_bank_line_mv"
-    _order = "date desc, id desc"
-
-    # Fields mirror the columns in the SQL view; required so Odoo can read them.
-    company_id = fields.Many2one('res.company', readonly=True)
-    journal_id = fields.Many2one('account.journal', readonly=True)
-    date = fields.Date(readonly=True)
-    amount = fields.Float(readonly=True)
-    payment_ref = fields.Char(readonly=True)
-    currency_id = fields.Many2one('res.currency', readonly=True)
-    partner_id = fields.Many2one('res.partner', readonly=True)
-    create_date = fields.Datetime(readonly=True)
-    top_suggestion_id = fields.Many2one('fusion.reconcile.suggestion', readonly=True)
-    top_confidence = fields.Float(readonly=True)
-    confidence_band = fields.Selection([
-        ('high', 'High'),
-        ('medium', 'Medium'),
-        ('low', 'Low'),
-        ('none', 'None'),
-    ], readonly=True)
-    attachment_count = fields.Integer(readonly=True)
-    partner_reconcile_count = fields.Integer(readonly=True)
-
-    def init(self):
-        """Create the MV if missing.
-
-        Reads create_mv_unreconciled_bank_line.sql and executes it. Idempotent
-        because the SQL uses CREATE MATERIALIZED VIEW IF NOT EXISTS."""
-        sql_path = os.path.join(
-            os.path.dirname(__file__), '..', 'data', 'sql',
-            'create_mv_unreconciled_bank_line.sql')
-        with open(sql_path, 'r') as f:
-            sql = f.read()
-        self.env.cr.execute(sql)
-        _logger.info(
-            "fusion_unreconciled_bank_line_mv: created/verified MV + indexes")
-
-    @api.model
-    def _refresh(self, *, concurrently=True):
-        """Refresh the MV.
-
-        If ``concurrently=True`` (default), uses
-        REFRESH MATERIALIZED VIEW CONCURRENTLY (requires the unique index).
-        Falls back to a blocking refresh on the first refresh after creation
-        (when CONCURRENTLY is not yet allowed because the MV has never been
-        populated).
-
-        Flushes the ORM cache first so the materialization sees the latest
-        committed-to-DB values for fields like ``is_reconciled`` (computed,
-        stored — sometimes still buffered in the cache mid-request)."""
-        self.env.flush_all()
-        keyword = "CONCURRENTLY" if concurrently else ""
-        try:
-            self.env.cr.execute(
-                f"REFRESH MATERIALIZED VIEW {keyword} fusion_unreconciled_bank_line_mv"
-            )
-            _logger.debug(
-                "fusion_unreconciled_bank_line_mv refreshed (%s)",
-                'concurrent' if concurrently else 'blocking')
-        except Exception as e:  # noqa: BLE001
-            # CONCURRENTLY fails on first refresh after creation if the MV is
-            # empty / has never been populated; fall back to non-concurrent.
-            if concurrently:
-                _logger.warning(
-                    "Concurrent MV refresh failed (%s); falling back to "
-                    "blocking refresh", e)
-                self.env.cr.execute(
-                    "REFRESH MATERIALIZED VIEW fusion_unreconciled_bank_line_mv"
-                )
-            else:
-                raise

fusion_accounting_bank_rec/reports/__init__.py

@@ -1 +0,0 @@
-from . import migration_audit_report

fusion_accounting_bank_rec/reports/migration_audit_report.py

@@ -1,51 +0,0 @@
-"""QWeb PDF report: summary of bank-rec migration outcomes.
-
-Triggered from the migration wizard's "Print" menu after the wizard
-completes. For each company on the system, reports:
-- Backfilled precedents (source='backfill')
-- Fusion reconcile patterns
-- Bank statement lines still unreconciled
-
-Lets the operator confirm Phase 1 migration successfully bootstrapped
-the AI's reconcile memory from past Enterprise reconciles.
-"""
-
-from odoo import api, models
-
-
-class FusionMigrationAuditReport(models.AbstractModel):
-    _name = "report.fusion_accounting_bank_rec.migration_audit_template"
-    _description = "Bank-Rec Migration Audit Report"
-
-    @api.model
-    def _get_report_values(self, docids, data=None):
-        Wizard = self.env['fusion.migration.wizard']
-        wizards = Wizard.browse(docids) if docids else Wizard
-
-        Precedent = self.env['fusion.reconcile.precedent']
-        Pattern = self.env['fusion.reconcile.pattern']
-        Line = self.env['account.bank.statement.line']
-
-        company_stats = []
-        for company in self.env['res.company'].search([]):
-            company_stats.append({
-                'company': company,
-                'precedents_count': Precedent.search_count([
-                    ('company_id', '=', company.id),
-                    ('source', '=', 'backfill'),
-                ]),
-                'patterns_count': Pattern.search_count([
-                    ('company_id', '=', company.id),
-                ]),
-                'unreconciled_count': Line.search_count([
-                    ('company_id', '=', company.id),
-                    ('is_reconciled', '=', False),
-                ]),
-            })
-
-        return {
-            'doc_ids': docids,
-            'doc_model': 'fusion.migration.wizard',
-            'docs': wizards,
-            'company_stats': company_stats,
-        }

fusion_accounting_bank_rec/reports/migration_audit_report_action.xml

@@ -1,12 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <record id="action_report_migration_audit" model="ir.actions.report">
-        <field name="name">Bank-Rec Migration Audit</field>
-        <field name="model">fusion.migration.wizard</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_accounting_bank_rec.migration_audit_template</field>
-        <field name="report_file">fusion_accounting_bank_rec.migration_audit_template</field>
-        <field name="binding_model_id" ref="fusion_accounting_migration.model_fusion_migration_wizard"/>
-        <field name="binding_type">report</field>
-    </record>
-</odoo>

fusion_accounting_bank_rec/reports/migration_audit_report_views.xml

@@ -1,42 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <template id="migration_audit_template">
-        <t t-call="web.html_container">
-            <t t-call="web.external_layout">
-                <div class="page">
-                    <h2>Bank-Rec Migration Audit</h2>
-                    <p>
-                        Generated
-                        <span t-esc="context_timestamp(datetime.datetime.now()).strftime('%Y-%m-%d %H:%M')"/>
-                    </p>
-
-                    <h3>Per-Company Summary</h3>
-                    <table class="table table-sm">
-                        <thead>
-                            <tr>
-                                <th>Company</th>
-                                <th class="text-end">Backfilled Precedents</th>
-                                <th class="text-end">Patterns</th>
-                                <th class="text-end">Still Unreconciled</th>
-                            </tr>
-                        </thead>
-                        <tbody>
-                            <tr t-foreach="company_stats" t-as="cs">
-                                <td><span t-esc="cs['company'].name"/></td>
-                                <td class="text-end"><span t-esc="cs['precedents_count']"/></td>
-                                <td class="text-end"><span t-esc="cs['patterns_count']"/></td>
-                                <td class="text-end"><span t-esc="cs['unreconciled_count']"/></td>
-                            </tr>
-                        </tbody>
-                    </table>
-
-                    <p class="text-muted">
-                        This report verifies that Phase 1 migration successfully
-                        bootstrapped the AI's reconcile memory from past Enterprise
-                        reconciles.
-                    </p>
-                </div>
-            </t>
-        </t>
-    </template>
-</odoo>

fusion_accounting_bank_rec/security/ir.model.access.csv

@@ -6,7 +6,3 @@ access_fusion_reconcile_precedent_admin,precedent admin,model_fusion_reconcile_p
 access_fusion_reconcile_suggestion_user,suggestion user,model_fusion_reconcile_suggestion,fusion_accounting_core.group_fusion_accounting_user,1,0,0,0
 access_fusion_reconcile_suggestion_admin,suggestion admin,model_fusion_reconcile_suggestion,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
 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/services/__init__.py

@@ -1,7 +1,3 @@
 from . import memo_tokenizer
 from . import exchange_diff
 from . import matching_strategies
-from . import precedent_lookup
-from . import pattern_extractor
-from . import confidence_scoring
-from . import precedent_backfill

fusion_accounting_bank_rec/services/confidence_scoring.py

@@ -1,178 +0,0 @@
-"""4-pass confidence scoring pipeline.
-
-Pass 1: SQL filter — partner match + reconcilable account (done by caller — engine._fetch_candidates)
-Pass 2: Statistical scoring — amount delta + pattern match + precedent similarity
-Pass 3: AI re-rank (if provider configured) — feed top 5 to LLM, parse JSON ranking
-Pass 4: Persist as fusion.reconcile.suggestion rows (done by caller — engine.suggest_matches)
-"""
-
-import json
-import logging
-from dataclasses import dataclass
-
-from .matching_strategies import Candidate
-from .precedent_lookup import find_nearest_precedents
-from .memo_tokenizer import tokenize_memo
-
-_logger = logging.getLogger(__name__)
-
-
-@dataclass
-class ScoredCandidate:
-    candidate_id: int
-    confidence: float
-    reasoning: str
-    score_amount_match: float
-    score_partner_pattern: float
-    score_precedent_similarity: float
-    score_ai_rerank: float = 0.0
-
-
-def score_candidates(env, *, statement_line, candidates, k=5, use_ai=True):
-    """Score and rank candidate matches for a statement line.
-
-    Args:
-        env: Odoo env
-        statement_line: account.bank.statement.line recordset (singleton)
-        candidates: list of Candidate dataclasses (from matching_strategies)
-        k: max number of scored candidates to return
-        use_ai: if True AND a provider is configured, invoke AI re-rank
-
-    Returns:
-        list of ScoredCandidate sorted by confidence desc, max length k.
-    """
-    if not candidates or not statement_line:
-        return []
-
-    partner_id = statement_line.partner_id.id if statement_line.partner_id else None
-    bank_amount = abs(statement_line.amount)
-    memo_tokens = tokenize_memo(statement_line.payment_ref)
-
-    pattern = None
-    if partner_id:
-        pattern = env['fusion.reconcile.pattern'].sudo().search(
-            [('partner_id', '=', partner_id)], limit=1)
-        if not pattern:
-            pattern = None
-
-    precedents = []
-    if partner_id:
-        precedents = find_nearest_precedents(
-            env, partner_id=partner_id, amount=bank_amount, k=5, memo_tokens=memo_tokens)
-
-    scored = []
-    for cand in candidates:
-        amount_score = 1.0 - min(abs(cand.amount - bank_amount) / max(bank_amount, 1), 1.0)
-        pattern_score = _pattern_score(cand, pattern, bank_amount)
-        precedent_score = _precedent_score(cand, precedents)
-        confidence = (amount_score * 0.5) + (pattern_score * 0.25) + (precedent_score * 0.25)
-
-        reasoning = _build_reasoning(amount_score, pattern_score, precedent_score, pattern)
-        scored.append(ScoredCandidate(
-            candidate_id=cand.id,
-            confidence=round(confidence, 3),
-            reasoning=reasoning,
-            score_amount_match=round(amount_score, 3),
-            score_partner_pattern=round(pattern_score, 3),
-            score_precedent_similarity=round(precedent_score, 3),
-        ))
-
-    scored.sort(key=lambda s: -s.confidence)
-    top_k = scored[:k]
-
-    if use_ai:
-        provider = _get_provider(env, 'bank_rec_suggest')
-        if provider is not None:
-            try:
-                top_k = _ai_rerank(env, provider, statement_line, top_k, pattern, precedents)
-            except Exception as e:
-                _logger.warning("AI re-rank failed, using statistical scoring: %s", e)
-
-    return top_k
-
-
-def _pattern_score(cand, pattern, bank_amount) -> float:
-    """How well does this candidate fit the partner's typical pattern?"""
-    if not pattern:
-        return 0.5
-    score = 0.5
-    if pattern.pref_strategy == 'exact_amount' and abs(cand.amount - bank_amount) < 0.005:
-        score = 1.0
-    return score
-
-
-def _precedent_score(cand, precedents) -> float:
-    """How similar is this candidate to past precedents?"""
-    if not precedents:
-        return 0.5
-    best = max((p.similarity_score for p in precedents), default=0.5)
-    return best
-
-
-def _build_reasoning(amount_score, pattern_score, precedent_score, pattern) -> str:
-    parts = []
-    if amount_score >= 0.99:
-        parts.append("Exact amount match")
-    elif amount_score >= 0.95:
-        parts.append("Amount close")
-    if pattern and pattern.reconcile_count > 5:
-        parts.append(f"Matches partner's {pattern.reconcile_count}-reconcile pattern")
-    if precedent_score >= 0.8:
-        parts.append("Strong precedent match")
-    return " · ".join(parts) if parts else "Weak signal"
-
-
-def _get_provider(env, feature_name):
-    """Look up provider name from per-feature config; instantiate adapter.
-
-    Returns None if no provider configured (statistical-only mode)."""
-    param = env['ir.config_parameter'].sudo()
-    provider_name = param.get_param(f'fusion_accounting.provider.{feature_name}')
-    if not provider_name:
-        provider_name = param.get_param('fusion_accounting.provider.default')
-    if not provider_name:
-        return None
-    try:
-        from odoo.addons.fusion_accounting_ai.services.adapters.openai_adapter import OpenAIAdapter
-        from odoo.addons.fusion_accounting_ai.services.adapters.claude import ClaudeAdapter
-    except ImportError:
-        _logger.warning("fusion_accounting_ai adapters not importable")
-        return None
-    if provider_name.startswith('openai'):
-        return OpenAIAdapter(env)
-    elif provider_name.startswith('claude'):
-        return ClaudeAdapter(env)
-    return None
-
-
-def _ai_rerank(env, provider, statement_line, scored, pattern, precedents):
-    """Send top-K candidates + features to LLM for re-rank. Parse JSON response.
-
-    On any failure (network, JSON parse, missing key), return scored unchanged."""
-    try:
-        from odoo.addons.fusion_accounting_ai.services.prompts.bank_rec_prompt import build_prompt
-    except ImportError:
-        _logger.debug("bank_rec_prompt not yet available; skipping AI re-rank")
-        return scored
-
-    system, user = build_prompt(statement_line, scored, pattern, precedents)
-    response = provider.complete(
-        system=system,
-        messages=[{'role': 'user', 'content': user}],
-        max_tokens=800,
-        temperature=0.0,
-    )
-
-    try:
-        parsed = json.loads(response['content'])
-    except (json.JSONDecodeError, KeyError, TypeError):
-        return scored
-
-    ai_order = {item['candidate_id']: item for item in parsed.get('ranked', [])}
-    for s in scored:
-        if s.candidate_id in ai_order:
-            s.score_ai_rerank = ai_order[s.candidate_id].get('confidence', s.confidence)
-            s.reasoning = ai_order[s.candidate_id].get('reason', s.reasoning)
-            s.confidence = round((s.confidence * 0.4) + (s.score_ai_rerank * 0.6), 3)
-    scored.sort(key=lambda x: -x.confidence)
-    return scored

fusion_accounting_bank_rec/services/pattern_extractor.py

@@ -1,74 +0,0 @@
-"""Aggregate per-partner reconciliation patterns from precedent rows.
-
-Computes typical amount range, cadence, preferred strategy, common memo
-tokens. Output is a dict suitable for create/write on fusion.reconcile.pattern.
-"""
-
-from collections import Counter
-from statistics import median
-
-
-def extract_pattern_for_partner(env, *, company_id, partner_id) -> dict:
-    """Compute the pattern aggregate for one (company, partner) pair.
-
-    Returns vals dict suitable for env['fusion.reconcile.pattern'].create()."""
-    Precedent = env['fusion.reconcile.precedent'].sudo()
-    precedents = Precedent.search([
-        ('company_id', '=', company_id),
-        ('partner_id', '=', partner_id),
-    ], order='reconciled_at desc', limit=200)
-
-    if not precedents:
-        return {
-            'company_id': company_id,
-            'partner_id': partner_id,
-            'reconcile_count': 0,
-        }
-
-    amounts = sorted(precedents.mapped('amount'))
-    counts = precedents.mapped('matched_move_line_count')
-
-    single_count = sum(1 for c in counts if c == 1)
-    multi_count = sum(1 for c in counts if c > 1)
-    if multi_count > single_count:
-        pref_strategy = 'multi_invoice'
-    elif _amounts_concentrated(amounts):
-        pref_strategy = 'exact_amount'
-    else:
-        pref_strategy = 'fifo'
-
-    reconcile_dates = sorted([p.reconciled_at for p in precedents if p.reconciled_at])
-    if len(reconcile_dates) >= 2:
-        deltas = [(reconcile_dates[i+1] - reconcile_dates[i]).days
-                  for i in range(len(reconcile_dates) - 1)]
-        cadence = sum(deltas) / len(deltas) if deltas else 0.0
-    else:
-        cadence = 0.0
-
-    token_counter = Counter()
-    for p in precedents:
-        if p.memo_tokens:
-            for tok in p.memo_tokens.split(','):
-                token_counter[tok.strip()] += 1
-    # Keep tokens appearing in >=30% of precedents (min floor of 2 occurrences)
-    threshold = max(2, len(precedents) * 0.3)
-    common_tokens = ','.join(t for t, c in token_counter.most_common() if c >= threshold)
-
-    return {
-        'company_id': company_id,
-        'partner_id': partner_id,
-        'reconcile_count': len(precedents),
-        'typical_amount_range': f"${min(amounts):,.2f} – ${max(amounts):,.2f} (median ${median(amounts):,.2f})",
-        'typical_cadence_days': round(cadence, 1),
-        'pref_strategy': pref_strategy,
-        'common_memo_tokens': common_tokens,
-    }
-
-
-def _amounts_concentrated(amounts: list[float]) -> bool:
-    """True if amounts cluster around a few values (suggests exact-amount strategy)."""
-    if len(amounts) < 3:
-        return True
-    med = median(amounts)
-    within_5pct = sum(1 for a in amounts if abs(a - med) / max(med, 1) < 0.05)
-    return within_5pct / len(amounts) >= 0.6

fusion_accounting_bank_rec/services/precedent_backfill.py

@@ -1,116 +0,0 @@
-"""Pure-Python helpers for backfilling fusion.reconcile.precedent
-from existing account.partial.reconcile rows during migration.
-
-Strategy:
-- Each account.partial.reconcile that involves at least one
-  account.bank.statement.line's reconcile-account line is a candidate.
-- One precedent per qualifying partial. The (statement_line.id, account_id,
-  amount) triple is encoded into matched_account_ids so a second run can
-  detect and skip already-backfilled rows (idempotency).
-"""
-
-import logging
-
-from .memo_tokenizer import tokenize_memo
-
-_logger = logging.getLogger(__name__)
-
-
-def _identify_bank_side(partial):
-    """Return (bank_move_line, counterpart_move_line, statement_line_id)
-    or (None, None, None) if neither side is a bank statement line."""
-    debit_line = partial.debit_move_id
-    credit_line = partial.credit_move_id
-
-    if debit_line.move_id.statement_line_id:
-        return debit_line, credit_line, debit_line.move_id.statement_line_id.id
-    if credit_line.move_id.statement_line_id:
-        return credit_line, debit_line, credit_line.move_id.statement_line_id.id
-    return None, None, None
-
-
-def backfill_precedents(env, *, company_id=None, batch_size=500, limit=10000):
-    """Walk account.partial.reconcile and create fusion.reconcile.precedent
-    rows for any reconcile that involves a bank statement line.
-
-    Idempotent: skips partials whose (statement_line, account, amount)
-    signature is already present in fusion.reconcile.precedent (encoded
-    via matched_account_ids).
-
-    Returns dict with `created` and `skipped` counts.
-    """
-    Precedent = env['fusion.reconcile.precedent'].sudo()
-    Partial = env['account.partial.reconcile'].sudo()
-    Line = env['account.bank.statement.line'].sudo()
-
-    in_test_mode = env.cr.__class__.__name__ == 'TestCursor'
-
-    # Pre-filter to partials that touch a bank statement line on either side.
-    # In a real DB we typically have 10x more invoice<->payment partials than
-    # bank-rec partials; filtering here keeps the loop bounded and makes the
-    # default limit reflect "real" candidates rather than every partial ever.
-    domain = [
-        '|',
-        ('debit_move_id.move_id.statement_line_id', '!=', False),
-        ('credit_move_id.move_id.statement_line_id', '!=', False),
-    ]
-    if company_id:
-        domain.append(('company_id', '=', company_id))
-    partials = Partial.search(domain, limit=limit, order='id asc')
-
-    created = 0
-    skipped = 0
-    for partial in partials:
-        bank_line, counterpart, bsl_id = _identify_bank_side(partial)
-        if not bsl_id:
-            skipped += 1
-            continue
-
-        signature_account = str(counterpart.account_id.id)
-
-        existing = Precedent.search([
-            ('partner_id', '=',
-             counterpart.partner_id.id if counterpart.partner_id else False),
-            ('amount', '=', abs(partial.amount)),
-            ('matched_account_ids', '=ilike', f'%{signature_account}%'),
-            ('source', '=', 'backfill'),
-        ], limit=1)
-        if existing:
-            skipped += 1
-            continue
-
-        statement_line = Line.browse(bsl_id)
-        try:
-            currency = (partial.debit_currency_id
-                        or partial.company_id.currency_id)
-            Precedent.create({
-                'company_id': partial.company_id.id,
-                'partner_id': (counterpart.partner_id.id
-                               if counterpart.partner_id else False),
-                'amount': abs(partial.amount),
-                'currency_id': currency.id,
-                'date': statement_line.date or partial.create_date.date(),
-                'memo_tokens': ','.join(
-                    tokenize_memo(statement_line.payment_ref or '')),
-                'journal_id': statement_line.journal_id.id,
-                'matched_move_line_count': 1,
-                'matched_account_ids': signature_account,
-                'reconciler_user_id': partial.create_uid.id,
-                'reconciled_at': partial.create_date,
-                'source': 'backfill',
-            })
-            created += 1
-            if created % batch_size == 0:
-                if not in_test_mode:
-                    env.cr.commit()
-                _logger.info(
-                    "Backfill progress: %d created, %d skipped",
-                    created, skipped)
-        except Exception as e:  # noqa: BLE001
-            _logger.warning("Backfill skip partial %s: %s", partial.id, e)
-            skipped += 1
-
-    _logger.info(
-        "precedent_backfill complete: %d created, %d skipped",
-        created, skipped)
-    return {'created': created, 'skipped': skipped}

fusion_accounting_bank_rec/services/precedent_lookup.py

@@ -1,62 +0,0 @@
-"""K-nearest precedent search.
-
-Given a new bank line, find the most similar past reconciliations for
-ranking + confidence scoring. Distance metric: amount delta (primary),
-date recency (secondary), memo token overlap (tertiary).
-"""
-
-from dataclasses import dataclass
-
-
-@dataclass
-class PrecedentMatch:
-    precedent_id: int
-    amount: float
-    memo_tokens: str
-    matched_move_line_count: int
-    similarity_score: float
-
-
-AMOUNT_TOLERANCE_PCT = 0.01  # 1% tolerance for "near" amount
-
-
-def find_nearest_precedents(env, *, partner_id, amount, k=5, memo_tokens=None):
-    """Return up to k most-similar precedents for a partner+amount.
-
-    Indexed query: filters by partner first (cheap), then ranks by
-    amount distance + memo overlap. Sub-50ms for typical Westin volume."""
-    Precedent = env['fusion.reconcile.precedent'].sudo()
-
-    tolerance = max(amount * AMOUNT_TOLERANCE_PCT, 1.00)
-    candidates = Precedent.search([
-        ('partner_id', '=', partner_id),
-        ('amount', '>=', amount - tolerance),
-        ('amount', '<=', amount + tolerance),
-    ], limit=k * 4, order='reconciled_at desc')
-
-    results = []
-    for p in candidates:
-        amount_score = 1.0 - min(abs(p.amount - amount) / max(amount, 1), 1.0)
-        memo_score = _memo_overlap(p.memo_tokens, memo_tokens) if memo_tokens else 0.5
-        similarity = (amount_score * 0.7) + (memo_score * 0.3)
-        results.append(PrecedentMatch(
-            precedent_id=p.id,
-            amount=p.amount,
-            memo_tokens=p.memo_tokens or '',
-            matched_move_line_count=p.matched_move_line_count,
-            similarity_score=similarity,
-        ))
-
-    results.sort(key=lambda r: -r.similarity_score)
-    return results[:k]
-
-
-def _memo_overlap(precedent_tokens_str, new_tokens) -> float:
-    """Jaccard similarity between two token sets."""
-    if not precedent_tokens_str or not new_tokens:
-        return 0.0
-    precedent_set = set(precedent_tokens_str.split(','))
-    new_set = set(new_tokens) if not isinstance(new_tokens, set) else new_tokens
-    if not precedent_set and not new_set:
-        return 0.0
-    return len(precedent_set & new_set) / len(precedent_set | new_set)

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

@@ -1,34 +0,0 @@
-/** @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

@@ -1,23 +0,0 @@
-<?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

@@ -1,18 +0,0 @@
-/** @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

@@ -1,18 +0,0 @@
-<?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

@@ -1,38 +0,0 @@
-/** @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

@@ -1,24 +0,0 @@
-<?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/apply_amount/apply_amount.js

@@ -1,82 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from `account_accountant/.../apply_amount/apply_amount.js`.
- * Phase 1 structural parity.
- */
-
-import { Component } from "@odoo/owl";
-import { standardFieldProps } from "@web/views/fields/standard_field_props";
-import { registry } from "@web/core/registry";
-import { useService } from "@web/core/utils/hooks";
-
-class BankRecWidgetApplyAmountHtmlField extends Component {
-    static props = standardFieldProps;
-    static template = "fusion_accounting_bank_rec.BankRecWidgetApplyAmountHtmlField";
-
-    setup() {
-        this.action = useService("action");
-        this.orm = useService("orm");
-    }
-
-    get value() {
-        return this.props.record.data[this.props.name];
-    }
-
-    async switchApplyAmount(ev) {
-        const root = this.env.model.root;
-        const fetchReconciledLines = async (fields = []) => {
-            return await this.orm.searchRead(
-                "account.move.line",
-                [
-                    [
-                        "id",
-                        "in",
-                        ...root.data.reconciled_lines_excluding_exchange_diff_ids._currentIds,
-                    ],
-                ],
-                fields
-            );
-        };
-
-        const fetchStatementLines = async (fields = []) => {
-            return await this.orm.searchRead(
-                "account.move.line",
-                [["move_id", "=", root.data.move_id.id]],
-                fields
-            );
-        };
-
-        if (ev.target.attributes.name?.value === "action_redirect_to_move") {
-            const [line] = await fetchReconciledLines(["amount_currency", "balance", "move_id"]);
-            await this.openMove(line.move_id[0]);
-        } else if (ev.target.attributes.name?.value === "apply_full_amount") {
-            const [line] = await fetchReconciledLines(["amount_currency", "balance"]);
-            await root.update({
-                balance: -line.balance,
-                amount_currency: -line.amount_currency,
-            });
-        } else if (ev.target.attributes.name?.value === "apply_partial_amount") {
-            const lines = await fetchStatementLines(["amount_currency", "balance"]);
-            // We have all the lines of the entry, we want the suspense line.
-            await root.update({
-                balance: lines.at(-1).balance,
-                amount_currency: lines.at(-1).amount_currency,
-            });
-        }
-    }
-
-    openMove(moveId) {
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "account.move",
-            res_id: moveId,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-}
-
-const fusionBankRecWidgetApplyAmountHtmlField = { component: BankRecWidgetApplyAmountHtmlField };
-
-registry.category("fields").add("fusion_apply_amount_html", fusionBankRecWidgetApplyAmountHtmlField);

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

@@ -1,6 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates xml:space="preserve">
-    <t t-name="fusion_accounting_bank_rec.BankRecWidgetApplyAmountHtmlField">
-        <div t-out="value" t-on-click="switchApplyAmount"/>
-    </t>
-</templates>

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

@@ -1,27 +0,0 @@
-/** @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

@@ -1,18 +0,0 @@
-<?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/bank_reconciliation_service.js

@@ -1,14 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Re-export shim so mirrored Enterprise components can use the relative
- * import `../bank_reconciliation_service` unchanged. The real
- * implementation lives in
- * `@fusion_accounting_bank_rec/services/bank_reconciliation_service`.
- */
-
-export {
-    BankReconciliationService,
-    bankReconciliationService,
-    useBankReconciliation,
-} from "@fusion_accounting_bank_rec/services/bank_reconciliation_service";

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

@@ -1,48 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../bankrec_form_dialog/bankrec_form_dialog.js`.
- * Phase 1 structural parity.
- */
-
-import { FormController } from "@web/views/form/form_controller";
-import { FormViewDialog } from "@web/views/view_dialogs/form_view_dialog";
-import { formView } from "@web/views/form/form_view";
-import { onWillStart } from "@odoo/owl";
-import { registry } from "@web/core/registry";
-import { user } from "@web/core/user";
-
-export class BankRecFormDialog extends FormViewDialog {
-    setup() {
-        super.setup();
-        Object.assign(this.viewProps, {
-            buttonTemplate: "fusion_accounting_bank_rec.BankRecFormDialog.buttons",
-        });
-    }
-}
-
-export class BankRecEditLineFormController extends FormController {
-    setup() {
-        super.setup();
-        this.isReviewed = this.props.context.is_reviewed;
-        onWillStart(async () => {
-            this.userCanReview = await user.hasGroup("account.group_account_user");
-        });
-    }
-
-    async toReviewButtonClicked(params = {}) {
-        await this.orm.call("account.move", "set_moves_checked", [
-            this.model.root.data.move_id.id,
-            false,
-        ]);
-        return this.saveButtonClicked(params);
-    }
-}
-
-export const bankRecEditLineFormController = {
-    ...formView,
-    Controller: BankRecEditLineFormController,
-};
-
-registry.category("views").add("fusion_bankrec_edit_line", bankRecEditLineFormController);

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

@@ -1,14 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates xml:space="preserve">
-    <t t-name="fusion_accounting_bank_rec.BankRecFormDialog.buttons" t-inherit="web.FormViewDialog.ToOne.buttons" t-inherit-mode="primary">
-        <xpath expr="//button[hasclass('o_form_button_save')]" position="after">
-            <button
-                t-if="userCanReview and this.isReviewed"
-                class="btn btn-info"
-                t-on-click.stop="() => this.toReviewButtonClicked({closable: true})"
-                data-hotkey="q">
-                <span>To Review</span>
-            </button>
-        </xpath>
-    </t>
-</templates>

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

@@ -1,37 +0,0 @@
-/** @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

@@ -1,17 +0,0 @@
-<?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/button/button.js

@@ -1,29 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from `account_accountant/.../button/button.js`.
- * Phase 1 structural parity.
- */
-
-import { Component } from "@odoo/owl";
-import { useService } from "@web/core/utils/hooks";
-
-export class BankRecButton extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecButton";
-    static props = {
-        label: { type: String, optional: true },
-        action: { type: Function, optional: true },
-        count: { type: [Number, { value: null }], optional: true },
-        primary: { type: Boolean, optional: true },
-        toReview: { type: Boolean, optional: true },
-        classes: { type: String, optional: true },
-    };
-    static defaultProps = {
-        primary: false,
-        classes: "",
-    };
-
-    setup() {
-        this.ui = useService("ui");
-    }
-}

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

@@ -1,15 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecButton">
-        <button
-            t-attf-class="d-flex gap-1 btn text-nowrap {{ props.classes }}"
-            t-att-class="{'btn-sm': !ui.isSmall, 'btn-primary': props.primary, 'btn-info': props.toReview, 'btn-secondary': !props.primary}"
-            t-on-click.stop="() => props?.action()"
-        >
-            <span t-esc="props?.label" class="m-auto text-truncate"/>
-            <span class="rounded-pill px-2 o_bg-black-10" t-if="props?.count">
-                <t t-esc="props.count"/>
-            </span>
-        </button>
-    </t>
-</templates>

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

@@ -1,603 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from `account_accountant/.../button_list/button_list.js`.
- * Phase 1 structural parity. Behaviour delegates to the
- * Enterprise-compat surface in our `fusion_bank_reconciliation` service.
- */
-
-import { BankRecButton } from "@fusion_accounting_bank_rec/components/bank_reconciliation/button/button";
-import { BankRecFileUploader } from "@fusion_accounting_bank_rec/components/bank_reconciliation/file_uploader/file_uploader";
-import { Component } from "@odoo/owl";
-import { ConfirmationDialog } from "@web/core/confirmation_dialog/confirmation_dialog";
-import { Dropdown } from "@web/core/dropdown/dropdown";
-import { DropdownItem } from "@web/core/dropdown/dropdown_item";
-import { SelectCreateDialog } from "@web/views/view_dialogs/select_create_dialog";
-import { BankRecSelectCreateDialog } from "@fusion_accounting_bank_rec/components/bank_reconciliation/search_dialog/search_dialog";
-import { _t } from "@web/core/l10n/translation";
-import { getCurrency } from "@web/core/currency";
-import { useOwnedDialogs, useService } from "@web/core/utils/hooks";
-import { useBankReconciliation } from "@fusion_accounting_bank_rec/components/bank_reconciliation/bank_reconciliation_service";
-import { useHotkey } from "@web/core/hotkeys/hotkey_hook";
-
-export class BankRecButtonList extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecButtonList";
-    static components = {
-        Dropdown,
-        DropdownItem,
-        BankRecButton,
-        BankRecFileUploader,
-    };
-    static props = {
-        statementLineRootRef: { type: Object },
-        statementLine: { type: Object },
-        suspenseAccountLine: { type: Object, optional: true },
-        reconcileLineCount: { type: [Number, { value: null }], optional: true },
-        reconcileModels: Array,
-        preSelectedReconciliationModel: { type: Object, optional: true },
-    };
-    static defaultProps = {
-        reconcileLineCount: 0,
-    };
-
-    setup() {
-        this.action = useService("action");
-        this.ui = useService("ui");
-        this.orm = useService("orm");
-
-        this.addDialog = useOwnedDialogs();
-        this.currencyDigits = getCurrency(this.statementLineData.currency_id.id)?.digits || 2;
-        this.bankReconciliation = useBankReconciliation();
-
-        this.registerHotkeys();
-    }
-
-    restoreFocus() {
-        if (this.isLineSelected) {
-            this.props.statementLineRootRef.el.focus();
-        }
-    }
-
-    /**
-     * Displays a search dialog (no create option) for selecting a `res.partner` record.
-     */
-    setPartnerOnReconcileLine() {
-        this.addDialog(
-            SelectCreateDialog,
-            {
-                title: _t("Search: Partner"),
-                noCreate: false,
-                multiSelect: false,
-                resModel: "res.partner",
-                context: { default_name: this.statementLineData.partner_name },
-                onSelected: async (partner) => {
-                    await this.orm.call(
-                        "account.bank.statement.line",
-                        "set_partner_bank_statement_line",
-                        [this.statementLineData.id, partner[0]]
-                    );
-                    const recordsToLoad = [];
-                    if (this.statementLineData.partner_name) {
-                        // Reload all impacted statement lines if we have a partner_name
-                        recordsToLoad.push(
-                            ...this.env.model.root.records.filter(
-                                (record) =>
-                                    record.data.partner_name === this.statementLineData.partner_name
-                            )
-                        );
-                    } else {
-                        recordsToLoad.push(this.props.statementLine);
-                    }
-                    await this.bankReconciliation.reloadRecords(recordsToLoad);
-                    await this.bankReconciliation.computeReconcileLineCountPerPartnerId(
-                        this.env.model.root.records
-                    );
-                    this.bankReconciliation.reloadChatter();
-                    this.restoreFocus();
-                },
-            },
-            {
-                onClose: () => {
-                    this.restoreFocus();
-                },
-            }
-        );
-    }
-
-    /**
-     * Opens a dialog to select an account and assigns it to the current reconcile line.
-     */
-    setAccountOnReconcileLine() {
-        const context = {
-            list_view_ref: "account_accountant.view_account_list_bank_rec_widget",
-            search_view_ref: "account_accountant.view_account_search_bank_rec_widget",
-            ...(this.statementLineData.amount > 0
-                ? { preferred_account_type: "income" }
-                : { preferred_account_type: "expense" }),
-        };
-
-        this.addDialog(
-            SelectCreateDialog,
-            {
-                title: _t("Search: Account"),
-                noCreate: true,
-                multiSelect: false,
-                domain: [
-                    [
-                        "id",
-                        "not in",
-                        [
-                            this.statementLineData.journal_id.suspense_account_id.id,
-                            this.statementLineData.journal_id.default_account_id.id,
-                        ],
-                    ],
-                ],
-                context: context,
-                resModel: "account.account",
-                onSelected: async (account) => {
-                    const linesToLoad = await this._setAccountOnReconcileLine(
-                        this.lastAccountMoveLine.data.id,
-                        account[0],
-                        { context: { account_default_taxes: true } }
-                    );
-                    const recordsToLoad = [
-                        ...this.env.model.root.records.filter((record) =>
-                            linesToLoad.includes(record.data.id)
-                        ),
-                        this.props.statementLine,
-                    ];
-                    await this.bankReconciliation.reloadRecords(recordsToLoad);
-                    this.bankReconciliation.reloadChatter();
-                    this.restoreFocus();
-                },
-            },
-            {
-                onClose: () => {
-                    this.restoreFocus();
-                },
-            }
-        );
-    }
-
-    async _setAccountOnReconcileLine(amlId, accountId, context = {}) {
-        return await this.orm.call(
-            "account.bank.statement.line",
-            "set_account_bank_statement_line",
-            [this.statementLineData.id, amlId, accountId],
-            context
-        );
-    }
-
-    async setAccountReceivableOnReconcileLine() {
-        let accountId;
-        if (this.statementLineData.partner_id.property_account_receivable_id.id) {
-            accountId = this.statementLineData.partner_id.property_account_receivable_id.id;
-        } else {
-            accountId = await this.orm.webSearchRead("account.account", [
-                ["account_type", "=", "asset_receivable"],
-            ]);
-        }
-        await this._setAccountOnReconcileLine(this.lastAccountMoveLine.data.id, accountId);
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-
-    async setAccountPayableOnReconcileLine() {
-        let accountId;
-        if (this.statementLineData.partner_id.property_account_payable_id.id) {
-            accountId = this.statementLineData.partner_id.property_account_payable_id.id;
-        } else {
-            accountId = await this.orm.webSearchRead("account.account", [
-                ["account_type", "=", "liability_payable"],
-            ]);
-        }
-        await this._setAccountOnReconcileLine(this.lastAccountMoveLine.data.id, accountId);
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-
-    /**
-     * Opens a dialog to search and select journal items to reconcile with the current bank statement line.
-     */
-    reconcileOnReconcileLine() {
-        const context = {
-            list_view_ref: "account_accountant.view_account_move_line_list_bank_rec_widget",
-            search_view_ref: "account_accountant.view_account_move_line_search_bank_rec_widget",
-            preferred_aml_value: -this.props.suspenseAccountLine.amount_currency,
-            preferred_aml_currency_id: this.props.suspenseAccountLine.currency_id.id,
-            ...(this.statementLineData.partner_id
-                ? { search_default_partner_id: this.statementLineData.partner_id.id }
-                : { search_default_posted: 1 }),
-        };
-
-        this.addDialog(
-            BankRecSelectCreateDialog,
-            {
-                title: _t("Search: Journal Items to Match"),
-                noCreate: true,
-                domain: this.getReconcileButtonDomain(),
-                resModel: "account.move.line",
-                size: "xl",
-                context: context,
-                onSelected: async (moveLines) => {
-                    await this.orm.call(
-                        "account.bank.statement.line",
-                        "set_line_bank_statement_line",
-                        [this.statementLineData.id, moveLines]
-                    );
-                    await this.bankReconciliation.computeReconcileLineCountPerPartnerId(
-                        this.env.model.root.records
-                    );
-                    this.props.statementLine.load();
-                    this.bankReconciliation.reloadChatter();
-                    this.restoreFocus();
-                },
-                suspenseAccountLine: this.props.suspenseAccountLine,
-                reference: this.statementLineData.payment_ref,
-                date: this.statementLineData.date,
-            },
-            {
-                onClose: () => {
-                    this.restoreFocus();
-                },
-            }
-        );
-    }
-
-    getReconcileButtonDomain() {
-        return [
-            ["parent_state", "in", ["draft", "posted"]],
-            ["company_id", "child_of", this.statementLineData.company_id.id],
-            ["search_account_id.reconcile", "=", true],
-            ["display_type", "not in", ["line_section", "line_note"]],
-            ["reconciled", "=", false],
-            "|",
-            ["search_account_id.account_type", "not in", ["asset_receivable", "liability_payable"]],
-            ["payment_id", "=", false],
-            ["statement_line_id", "!=", this.statementLineData.id],
-        ];
-    }
-
-    /**
-     * Deletes the current bank statement line.
-     */
-    async deleteTransaction() {
-        this.addDialog(ConfirmationDialog, {
-            body: _t("Are you sure you want to delete this statement line?"),
-            confirm: async () => {
-                await this.orm.unlink("account.bank.statement.line", [this.statementLineData.id]);
-                this.env.model.load();
-            },
-            cancel: () => {},
-        });
-    }
-
-    /**
-     * Set the move of the statement line as to check
-     */
-    async setStatementLineAsReviewed() {
-        await this.orm.call("account.move", "set_moves_checked", [
-            this.statementLineData.move_id.id,
-        ]);
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-
-    // -----------------------------------------------------------------------------
-    // Reconciliation Model
-    // -----------------------------------------------------------------------------
-    async triggerReconciliationModel(reconciliationModelId) {
-        await this.orm.call("account.reconcile.model", "trigger_reconciliation_model", [
-            reconciliationModelId,
-            this.statementLineData.id,
-        ]);
-        await this.bankReconciliation.computeReconcileLineCountPerPartnerId(
-            this.env.model.root.records
-        );
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-
-    getKeyAction(key) {
-        const keyActions = {
-            1: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(".set-partner-btn") &&
-                    this.isLineSelected,
-                action: async () => this.setPartnerOnReconcileLine(),
-                buttonElement: this.props.statementLineRootRef.el.querySelector(".set-partner-btn"),
-            },
-            2: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(".reconcile-btn") &&
-                    this.isLineSelected,
-                action: async () => this.reconcileOnReconcileLine(),
-                buttonElement: this.props.statementLineRootRef.el.querySelector(".reconcile-btn"),
-            },
-            3: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(".set-account-btn") &&
-                    this.isLineSelected,
-                action: () => this.setAccountOnReconcileLine(),
-                buttonElement: this.props.statementLineRootRef.el.querySelector(".set-account-btn"),
-            },
-            4: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(".set-payable-btn") &&
-                    this.isLineSelected,
-                action: () => this.setAccountPayableOnReconcileLine(),
-                buttonElement: this.props.statementLineRootRef.el.querySelector(".set-payable-btn"),
-            },
-            5: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(".set-receivable-btn") &&
-                    this.isLineSelected,
-                action: () => this.setAccountReceivableOnReconcileLine(),
-                buttonElement:
-                    this.props.statementLineRootRef.el.querySelector(".set-receivable-btn"),
-            },
-            6: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(
-                        ".reconciliation-model-btn-0"
-                    ) && this.isLineSelected,
-                action: () => {
-                    const buttonElement = this.props.statementLineRootRef.el.querySelector(
-                        ".reconciliation-model-btn-0"
-                    );
-                    if (buttonElement) {
-                        buttonElement.click();
-                    }
-                },
-                buttonElement: this.props.statementLineRootRef.el.querySelector(
-                    ".reconciliation-model-btn-0"
-                ),
-            },
-            7: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(
-                        ".reconciliation-model-btn-1"
-                    ) && this.isLineSelected,
-                action: () => {
-                    const buttonElement = this.props.statementLineRootRef.el.querySelector(
-                        ".reconciliation-model-btn-1"
-                    );
-                    if (buttonElement) {
-                        buttonElement.click();
-                    }
-                },
-                buttonElement: this.props.statementLineRootRef.el.querySelector(
-                    ".reconciliation-model-btn-1"
-                ),
-            },
-            8: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(
-                        ".reconciliation-model-btn-2"
-                    ) && this.isLineSelected,
-                action: () => {
-                    const buttonElement = this.props.statementLineRootRef.el.querySelector(
-                        ".reconciliation-model-btn-2"
-                    );
-                    if (buttonElement) {
-                        buttonElement.click();
-                    }
-                },
-                buttonElement: this.props.statementLineRootRef.el.querySelector(
-                    ".reconciliation-model-btn-2"
-                ),
-            },
-            Enter: {
-                condition:
-                    this.props.statementLineRootRef.el.querySelector(".btn-primary") &&
-                    this.isLineSelected,
-                action: () => {
-                    const primaryButtons =
-                        this.props.statementLineRootRef.el.querySelectorAll(".btn-primary");
-                    if (primaryButtons.length > 0) {
-                        primaryButtons[0].click();
-                    }
-                },
-                buttonElement: this.props.statementLineRootRef.el.querySelector(".btn-primary"),
-            },
-        };
-        return keyActions[key];
-    }
-
-    registerHotkeys() {
-        const hotkeyConfigs = [
-            { key: "1", trigger: "alt+shift+1" },
-            { key: "2", trigger: "alt+shift+2" },
-            { key: "3", trigger: "alt+shift+3" },
-            { key: "4", trigger: "alt+shift+4" },
-            { key: "5", trigger: "alt+shift+5" },
-            { key: "6", trigger: "alt+shift+6" },
-            { key: "7", trigger: "alt+shift+7" },
-            { key: "8", trigger: "alt+shift+8" },
-            { key: "Enter", trigger: "alt+shift+enter" },
-        ];
-        hotkeyConfigs.forEach(({ key, trigger }) => {
-            useHotkey(
-                trigger,
-                ({ target }) => {
-                    const { condition, action } = this.getKeyAction(key);
-                    if (condition) {
-                        action();
-                    }
-                },
-                {
-                    area: () => this.props.statementLineRootRef.el.parentElement,
-                    withOverlay: () => {
-                        const { buttonElement, condition } = this.getKeyAction(key);
-                        return condition ? buttonElement : null;
-                    },
-                    isAvailable: () => {
-                        const { condition } = this.getKeyAction(key);
-                        return condition;
-                    },
-                }
-            );
-        });
-    }
-
-    // -----------------------------------------------------------------------------
-    // File Uploader
-    // -----------------------------------------------------------------------------
-    get bankRecFileUploaderRecord() {
-        return {
-            statementLineId: this.statementLineData.id,
-        };
-    }
-
-    // -----------------------------------------------------------------------------
-    // ACTION
-    // -----------------------------------------------------------------------------
-    actionViewRecoModels() {
-        return this.action.doAction("account.action_account_reconcile_model");
-    }
-
-    // -----------------------------------------------------------------------------
-    // GETTER
-    // -----------------------------------------------------------------------------
-    get statementLineData() {
-        return this.props.statementLine.data;
-    }
-
-    get isLineSelected() {
-        return this.statementLineData.id === this.bankReconciliation.statementLine?.data.id;
-    }
-
-    get lastAccountMoveLine() {
-        return this.statementLineData.line_ids.records.at(-1);
-    }
-
-    get isCustomerRankHigher() {
-        return (
-            this.statementLineData.partner_id.customer_rank >
-            this.statementLineData.partner_id.supplier_rank
-        );
-    }
-
-    get isSetPartnerButtonShown() {
-        return !this.statementLineData.partner_id;
-    }
-
-    get isSetAccountButtonShown() {
-        return !this.statementLineData.account_id;
-    }
-
-    get isSetReceivableButtonShown() {
-        return (
-            !this.isSetPartnerButtonShown &&
-            ((this.statementLineData.partner_id.customer_rank && this.isCustomerRankHigher) ||
-                this.statementLineData.amount > 0)
-        );
-    }
-
-    get isSetPayableButtonShown() {
-        return (
-            !this.isSetPartnerButtonShown &&
-            ((this.statementLineData.partner_id.supplier_rank && !this.isCustomerRankHigher) ||
-                this.statementLineData.amount < 0)
-        );
-    }
-
-    get isReconcileButtonShown() {
-        return this.props.reconcileLineCount === null || this.props.reconcileLineCount;
-    }
-
-    get reconcileModelsInDropdown() {
-        if (this.ui.isSmall) {
-            return this.props.reconcileModels;
-        }
-        return this.props.reconcileModels.filter(
-            (model) => model.id !== this.props?.preSelectedReconciliationModel?.id
-        );
-    }
-
-    get buttons() {
-        const buttonsToDisplay = {};
-        if (this.isSetPartnerButtonShown) {
-            buttonsToDisplay.partner = {
-                label: _t("Set Partner"),
-                action: this.setPartnerOnReconcileLine.bind(this),
-                classes: "set-partner-btn",
-            };
-        } else {
-            buttonsToDisplay.receivable = {
-                label: _t("Receivable"),
-                action: this.setAccountReceivableOnReconcileLine.bind(this),
-                classes: "set-receivable-btn",
-            };
-            buttonsToDisplay.payable = {
-                label: _t("Payable"),
-                action: this.setAccountPayableOnReconcileLine.bind(this),
-                classes: "set-payable-btn",
-            };
-        }
-
-        if (this.isReconcileButtonShown) {
-            buttonsToDisplay.reconcile = {
-                label: _t("Reconcile"),
-                action: this.reconcileOnReconcileLine.bind(this),
-                count: this.props.reconcileLineCount,
-                classes: "reconcile-btn",
-            };
-        }
-
-        if (this.isSetAccountButtonShown) {
-            buttonsToDisplay.account = {
-                label: _t("Set Account"),
-                action: this.setAccountOnReconcileLine.bind(this),
-                classes: "set-account-btn",
-            };
-        }
-
-        if (this.statementLineData.is_reconciled && !this.statementLineData.checked) {
-            buttonsToDisplay.toReview = {
-                label: _t("Reviewed"),
-                action: this.setStatementLineAsReviewed.bind(this),
-                toReview: true,
-            };
-        }
-
-        return buttonsToDisplay;
-    }
-
-    get buttonsToDisplay() {
-        const buttons = this.buttons || {};
-
-        let primaryButtonKeys = [];
-        let secondaryButtonKeys = [];
-        if (buttons?.partner && buttons?.account) {
-            primaryButtonKeys = ["partner", "account"];
-        } else if (buttons?.reconcile && !!buttons.reconcile?.count) {
-            primaryButtonKeys = ["reconcile"];
-            if (this.isSetReceivableButtonShown) {
-                secondaryButtonKeys = ["receivable"];
-            } else {
-                secondaryButtonKeys = ["payable"];
-            }
-        } else if (this.isSetReceivableButtonShown) {
-            primaryButtonKeys = ["receivable"];
-        } else if (this.isSetPayableButtonShown) {
-            primaryButtonKeys = ["payable"];
-        }
-
-        return [
-            ...primaryButtonKeys.map((key) => ({ ...buttons[key], primary: true })),
-            ...secondaryButtonKeys.map((key) => ({ ...buttons[key] })),
-        ];
-    }
-
-    get buttonsInDropdown() {
-        const buttons = this.buttons || {};
-        if (this.props.preSelectedReconciliationModel) {
-            return Object.values(buttons);
-        }
-        const buttonToDisplayClasses = this.buttonsToDisplay.map((button) => button.classes) || [];
-        return Object.values(buttons).filter(
-            (button) => !buttonToDisplayClasses.includes(button.classes)
-        );
-    }
-}

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

@@ -1,56 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecButtonList">
-        <div class="d-flex flex-wrap gap-1">
-            <t t-if="props.preSelectedReconciliationModel and !statementLineData.is_reconciled">
-                <BankRecButton
-                    label="props.preSelectedReconciliationModel.display_name"
-                    primary="true"
-                    action.bind="() => this.triggerReconciliationModel(props.preSelectedReconciliationModel.id)"
-                />
-            </t>
-            <t t-elif="buttons?.toReview">
-                <BankRecButton t-props="buttons.toReview"/>
-            </t>
-            <t t-else="">
-                <t t-foreach="buttonsToDisplay" t-as="button" t-key="button_index">
-                    <BankRecButton t-props="button"/>
-                </t>
-            </t>
-
-            <Dropdown t-if="!statementLineData.is_reconciled">
-                <button class="btn btn-secondary" t-att-class="{'btn-sm': !ui.isSmall}">
-                    <i class="oi oi-ellipsis-v"/>
-                </button>
-
-                <t t-set-slot="content">
-                    <t t-foreach="buttonsInDropdown" t-as="button" t-key="button_index">
-                        <DropdownItem class="'btn btn-link'" onSelected.bind="button.action">
-                            <t t-esc="button.label"/>
-                        </DropdownItem>
-                    </t>
-                    <BankRecFileUploader record="bankRecFileUploaderRecord">
-                        <t t-set-slot="toggler">
-                            <span class="dropdown-item dropdown-item o-navigable btn btn-link">
-                                Upload Bills
-                            </span>
-                        </t>
-                    </BankRecFileUploader>
-                    <div class="dropdown-divider"/>
-                    <t t-foreach="reconcileModelsInDropdown" t-as="model" t-key="model.id">
-                        <DropdownItem class="'btn btn-link'" onSelected.bind="() => this.triggerReconciliationModel(model.id)">
-                            <t t-esc="model.display_name"/>
-                        </DropdownItem>
-                    </t>
-                    <div t-if="reconcileModelsInDropdown.length" class="dropdown-divider"/>
-                    <DropdownItem class="'btn btn-link'" onSelected.bind="actionViewRecoModels">
-                        Manage Models
-                    </DropdownItem>
-                    <DropdownItem class="'btn btn-link'" onSelected.bind="deleteTransaction">
-                        Delete Transaction
-                    </DropdownItem>
-                </t>
-            </Dropdown>
-        </div>
-    </t>
-</templates>

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

@@ -1,16 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from `account_accountant/.../chatter/chatter.js`.
- * Phase 1 structural parity.
- */
-
-import { Chatter } from "@mail/chatter/web_portal/chatter";
-
-export class BankRecChatter extends Chatter {
-    static props = [...Chatter.props, "statementLine?"];
-
-    async reloadParentView() {
-        await this.props.statementLine?.load();
-    }
-}

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

@@ -1,29 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../file_uploader/file_uploader.js`.
- * Phase 1 structural parity.
- */
-
-import { DocumentFileUploader } from "@account/components/document_file_uploader/document_file_uploader";
-
-export class BankRecFileUploader extends DocumentFileUploader {
-    /**
-     * Extends `DocumentFileUploader.getExtraContext` to add the
-     * `statement_line_id` to the context, used by
-     * `account.bank.statement.line.create_document_from_attachment` to link
-     * the uploaded bill back to the originating statement line.
-     */
-    getExtraContext() {
-        const extraContext = super.getExtraContext();
-        return {
-            ...extraContext,
-            statement_line_id: this.props.record.statementLineId,
-        };
-    }
-
-    getResModel() {
-        return "account.bank.statement.line";
-    }
-}

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

@@ -1,80 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../line_info_pop_over/line_info_pop_over.js`.
- * Phase 1 structural parity.
- */
-
-import { Component } from "@odoo/owl";
-import { formatMonetary } from "@web/views/fields/formatters";
-import { useService } from "@web/core/utils/hooks";
-
-export class BankRecLineInfoPopOver extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecLineInfoPopOver";
-    static props = {
-        lineData: { type: Object, optional: true },
-        statementLineData: { type: Object, optional: true },
-        exchangeMove: { type: Object, optional: true },
-        isPartiallyReconciled: { type: Boolean, optional: true },
-        close: { type: Function, optional: true },
-    };
-
-    setup() {
-        this.action = useService("action");
-    }
-
-    openExchangeMove() {
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "account.move",
-            res_id: this.props.exchangeMove.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-
-    openReconciledMove() {
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "account.move",
-            res_id: this.reconciledLineData.move_id.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-
-    get reconciledMoveName() {
-        return this.reconciledLineData.move_name;
-    }
-
-    get formattedReconciledMoveAmountCurrency() {
-        return formatMonetary(this.reconciledLineData.amount_currency, {
-            currencyId: this.reconciledLineData.currency_id.id,
-        });
-    }
-
-    get reconciledLineData() {
-        return this.props.lineData.reconciled_lines_ids.records[0].data;
-    }
-
-    get formattedLineDataAmountCurrency() {
-        return formatMonetary(this.props.lineData.amount_currency, {
-            currencyId: this.props.lineData.currency_id.id,
-        });
-    }
-
-    get exchangeDiffMoveName() {
-        return this.props.exchangeMove.display_name;
-    }
-
-    get exchangeMoveBalance() {
-        return this.props.exchangeMove.line_ids[0].balance;
-    }
-
-    get formattedExchangeMoveBalance() {
-        return formatMonetary(this.exchangeMoveBalance, {
-            currencyId: this.props.statementLineData.company_id.currency_id?.id,
-        });
-    }
-}

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

@@ -1,24 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecLineInfoPopOver">
-        <table class="table table-hover m-0">
-            <tbody>
-                <tr t-if="props.exchangeMove">
-                    <td t-on-click="openExchangeMove" class="cursor-pointer">
-                        <span class="btn btn-link p-0" t-esc="exchangeDiffMoveName"/>
-                    </td>
-                    <td class="align-middle text-end" t-esc="formattedExchangeMoveBalance"/>
-                </tr>
-                <tr t-if="props.isPartiallyReconciled">
-                    <td t-on-click="openReconciledMove" class="cursor-pointer">
-                        <span class="btn btn-link p-0" t-esc="reconciledMoveName"/>
-                    </td>
-                    <td class="align-middle">
-                        <span class="text-decoration-line-through me-2" t-esc="formattedReconciledMoveAmountCurrency"/>
-                        <span t-esc="formattedLineDataAmountCurrency"/>
-                    </td>
-                </tr>
-            </tbody>
-        </table>
-    </t>
-</templates>

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

@@ -1,204 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../line_to_reconcile/line_to_reconcile.js`.
- * Phase 1 structural parity.
- */
-
-import { Component, useRef } from "@odoo/owl";
-import { _t } from "@web/core/l10n/translation";
-import { formatMonetary } from "@web/views/fields/formatters";
-import { useService } from "@web/core/utils/hooks";
-import { useBankReconciliation } from "@fusion_accounting_bank_rec/components/bank_reconciliation/bank_reconciliation_service";
-import { usePopover } from "@web/core/popover/popover_hook";
-import { BankRecFormDialog } from "@fusion_accounting_bank_rec/components/bank_reconciliation/bankrec_form_dialog/bankrec_form_dialog";
-import { BankRecLineInfoPopOver } from "@fusion_accounting_bank_rec/components/bank_reconciliation/line_info_pop_over/line_info_pop_over";
-import { x2ManyCommands } from "@web/core/orm_service";
-
-export class BankRecLineToReconcile extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecLineToReconcile";
-
-    static props = {
-        line: Object,
-        statementLine: Object,
-    };
-
-    setup() {
-        this.action = useService("action");
-        this.orm = useService("orm");
-        this.dialogService = useService("dialog");
-        this.ui = useService("ui");
-        this.bankReconciliation = useBankReconciliation();
-
-        this.lineInfoRef = useRef("line-info-ref");
-        this.lineInfoPopOver = usePopover(BankRecLineInfoPopOver, {
-            position: "left",
-            closeOnClickAway: true,
-        });
-    }
-
-    onClickLine() {
-        if (this.ui.isSmall) {
-            this.toggleEditLine();
-        }
-    }
-
-    toggleEditLine() {
-        this.dialogService.add(BankRecFormDialog, {
-            title: _t("Edit Line"),
-            resModel: "account.move.line",
-            resId: this.lineData.id,
-            context: {
-                form_view_ref: "account_accountant.view_bank_rec_edit_line",
-                is_reviewed: this.lineData.move_id.checked,
-            },
-            onRecordSave: async (record) => {
-                await this.orm.call("account.bank.statement.line", "edit_reconcile_line", [
-                    this.statementLineData.id,
-                    this.lineData.id,
-                    await record.getChanges(),
-                ]);
-                this.props.statementLine.load();
-                this.bankReconciliation.reloadChatter();
-                return true;
-            },
-        });
-    }
-
-    async deleteLine() {
-        await this.orm.call("account.bank.statement.line", "delete_reconciled_line", [
-            this.statementLineData.id,
-            this.lineData.id,
-        ]);
-        if (this.lineData.reconciled_lines_ids.records.length) {
-            // Only update the line count per partner if we delete
-            // a line which is reconciled to another move line
-            this.bankReconciliation.computeReconcileLineCountPerPartnerId(
-                this.env.model.root.records
-            );
-        }
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-
-    // -----------------------------------------------------------------------------
-    // ACTION
-    // -----------------------------------------------------------------------------
-    openMove() {
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "account.move",
-            res_id: this.moveData.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-
-    openPartner() {
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "res.partner",
-            res_id: this.lineData.partner_id.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-
-    openLineInfoPopOver() {
-        if (this.lineInfoPopOver.isOpen || !this.showLineInfo) {
-            this.lineInfoPopOver.close();
-        } else {
-            this.lineInfoPopOver.open(this.lineInfoRef.el, {
-                statementLineData: this.statementLineData,
-                lineData: this.lineData,
-                exchangeMove: this.exchangeMove,
-                isPartiallyReconciled: this.isPartiallyReconciled,
-            });
-        }
-    }
-
-    async deleteTax(taxIndex) {
-        const taxChanged = this.lineDataTaxIds[taxIndex];
-        await this.orm.call("account.bank.statement.line", "edit_reconcile_line", [
-            this.statementLineData.id,
-            this.lineData.id,
-            { tax_ids: [[x2ManyCommands.UNLINK, taxChanged.data.id]] },
-        ]);
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-
-    // -----------------------------------------------------------------------------
-    // GETTER
-    // -----------------------------------------------------------------------------
-    get statementLineData() {
-        return this.props.statementLine.data;
-    }
-
-    get lineData() {
-        return this.props.line;
-    }
-
-    get reconciledLineId() {
-        return this.lineData.reconciled_lines_ids.records.length === 1
-            ? this.lineData.reconciled_lines_ids.records[0].data
-            : null;
-    }
-
-    get reconciledLineExcludingExchangeDiffId() {
-        return this.lineData.reconciled_lines_excluding_exchange_diff_ids.records.length === 1
-            ? this.lineData.reconciled_lines_excluding_exchange_diff_ids.records[0].data
-            : null;
-    }
-
-    get moveData() {
-        return (
-            this.reconciledLineId?.move_id ||
-            this.reconciledLineExcludingExchangeDiffId?.move_id ||
-            this.lineData.move_id
-        );
-    }
-
-    get isPartiallyReconciled() {
-        if (!this.reconciledLineId) {
-            return false;
-        }
-        return !this.reconciledLineId.full_reconcile_id?.id;
-    }
-
-    get hasDifferentCurrencies() {
-        return this.lineData.currency_id.id !== this.statementLineData.currency_id.id;
-    }
-
-    get formattedAmountCurrencyOfLine() {
-        return formatMonetary(this.lineData.amount_currency, {
-            currencyId: this.lineData.currency_id.id,
-        });
-    }
-
-    get formattedAmountCurrencyOfStatementLine() {
-        return formatMonetary(this.lineData.amount_currency, {
-            currencyId: this.statementLineData.currency_id.id,
-        });
-    }
-
-    get exchangeMove() {
-        return (
-            this.lineData.matched_debit_ids.records[0]?.data.exchange_move_id ||
-            this.lineData.matched_credit_ids.records[0]?.data.exchange_move_id
-        );
-    }
-
-    get showLineInfo() {
-        return this.isPartiallyReconciled || this.exchangeMove?.id;
-    }
-
-    get isTaxLine() {
-        return this.lineData.tax_line_id;
-    }
-
-    get lineDataTaxIds() {
-        return this.lineData.tax_ids.records;
-    }
-}

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

@@ -1,49 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecLineToReconcile">
-        <div class="o_row" t-on-click.stop="onClickLine">
-            <div class="o_line_name d-flex align-items-center gap-1 text-truncate">
-                <a href="#" class="text-truncate fw-bold" t-esc="lineData.partner_id.display_name" t-on-click.stop="openPartner" role="button" t-att-title="lineData.partner_id.display_name" t-if="lineData.partner_id"/>
-                <span t-esc="lineData.account_id.display_name" class="text-truncate" t-att-class="lineData.partner_id ? 'ms-1' : undefined"/>
-                <div class="d-flex gap-2">
-                    <t t-foreach="lineDataTaxIds" t-as="tax_id" t-key="tax_id_index">
-                        <div class="o_tag d-inline-flex align-items-center badge rounded-pill o_tag_color_0 flex-shrink-0">
-                            <span class="o_tag_badge_text text-truncate" t-esc="tax_id.data.display_name"/>
-                            <i t-on-click.stop="() => this.deleteTax(tax_id_index)" class="ps-1 opacity-100-hover opacity-75 oi oi-close"/>
-                        </div>
-                    </t>
-                </div>
-            </div>
-            <span t-if="!!moveData.display_name and moveData.id !== statementLineData.move_id.id" class="d-none d-md-inline">
-                <a t-on-click.stop="openMove" href="#">
-                    <t t-esc="moveData.display_name"/>
-                </a>
-            </span>
-            <div class="o_line_amount d-flex align-items-center justify-content-between">
-                <span class="text-muted w-50 text-end" t-if="hasDifferentCurrencies">
-                    <span t-att-class="{'btn btn-link p-0' : showLineInfo}" t-ref="line-info-ref" t-on-click.stop="openLineInfoPopOver">
-                        <i t-if="showLineInfo" class="fa fa-info-circle me-2"/>
-                        <t t-out="formattedAmountCurrencyOfLine"/>
-                    </span>
-                </span>
-                <span class="text-end w-100" t-if="!hasDifferentCurrencies">
-                    <span t-att-class="{'btn btn-link p-0' : showLineInfo}" t-ref="line-info-ref" t-on-click.stop="openLineInfoPopOver">
-                        <i t-if="showLineInfo" class="fa fa-info-circle me-2"/>
-                        <t t-out="formattedAmountCurrencyOfStatementLine"/>
-                    </span>
-                </span>
-            </div>
-            <div class="o_line_to_reconcile_button d-none d-md-flex justify-content-end gap-2">
-                <button t-if="lineData.has_invalid_analytics" class="btn btn-link p-0 text-600" t-on-click.stop="toggleEditLine">
-                    <i class="fa fa-exclamation-triangle text-warning" data-tooltip="This line has invalid analytic distribution"/>
-                </button>
-                <button t-if="!lineData.has_invalid_analytics" class="btn btn-link p-0 text-600" t-on-click.stop="toggleEditLine">
-                    <i class="fa fa-pencil"/>
-                </button>
-                <button class="btn btn-link p-0 text-600" t-on-click.stop="deleteLine" t-if="!isTaxLine">
-                    <i class="fa fa-trash"/>
-                </button>
-            </div>
-        </div>
-    </t>
-</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/list_view/list.js

@@ -1,88 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from `account_accountant/.../list_view/list.js`.
- * Phase 1 structural parity.
- *
- * NOTE: Enterprise extends `AttachmentPreviewListController` from
- * `account_accountant/static/src/components/attachment_preview_list_view/...`.
- * That helper isn't part of Phase 1 scope; we extend the base
- * `ListController` directly and TODO-flag the methods that depend on
- * the previewer state. Behaviour will be wired up in fusion-only
- * Tasks 34-36 alongside the right-pane preview integration.
- */
-
-import { ListController } from "@web/views/list/list_controller";
-import { ListRenderer } from "@web/views/list/list_renderer";
-import { registry } from "@web/core/registry";
-import { listView } from "@web/views/list/list_view";
-import { useChildSubEnv } from "@odoo/owl";
-import { makeActiveField } from "@web/model/relational_model/utils";
-
-export class BankRecListController extends ListController {
-    setup() {
-        super.setup(...arguments);
-
-        this.skipKanbanRestore = {};
-
-        useChildSubEnv({
-            skipKanbanRestoreNeeded: (stLineId) => this.skipKanbanRestore[stLineId],
-        });
-    }
-
-    /**
-     * Don't allow bank_rec_form to be restored with previous values since
-     * the statement line has changed.
-     */
-    async onRecordSaved(record) {
-        this.skipKanbanRestore[record.resId] = true;
-        return super.onRecordSaved(...arguments);
-    }
-
-    get previewerStorageKey() {
-        return "fusion.statement_line_pdf_previewer_hidden";
-    }
-
-    get modelParams() {
-        const params = super.modelParams;
-        params.config.activeFields.bank_statement_attachment_ids = makeActiveField();
-        params.config.activeFields.bank_statement_attachment_ids.related = {
-            fields: {
-                mimetype: { name: "mimetype", type: "char" },
-            },
-            activeFields: {
-                mimetype: makeActiveField(),
-            },
-        };
-        params.config.activeFields.attachment_ids = makeActiveField();
-        params.config.activeFields.attachment_ids.related = {
-            fields: {
-                mimetype: { name: "mimetype", type: "char" },
-            },
-            activeFields: {
-                mimetype: makeActiveField(),
-            },
-        };
-        return params;
-    }
-
-    /**
-     * TODO(fusion task 34-36): wire up attachment preview pane.
-     * Enterprise sets `this.attachmentPreviewState.selectedRecord` and
-     * calls `this.setThread(...)` on the AttachmentPreviewListController.
-     * Until that helper is mirrored, this is a no-op.
-     */
-    async setSelectedRecord(/* accountBankStatementLineData */) {
-        return;
-    }
-}
-
-export class BankRecListRenderer extends ListRenderer {}
-
-export const bankRecListView = {
-    ...listView,
-    Controller: BankRecListController,
-    Renderer: BankRecListRenderer,
-};
-
-registry.category("views").add("fusion_bank_rec_list", bankRecListView);

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/list_view/list_view_many2one_multi_edit.js

@@ -1,30 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../list_view/list_view_many2one_multi_edit.js`.
- * Phase 1 structural parity.
- */
-
-import { Component } from "@odoo/owl";
-import { registry } from "@web/core/registry";
-import { computeM2OProps, Many2One } from "@web/views/fields/many2one/many2one";
-import { buildM2OFieldDescription, Many2OneField } from "@web/views/fields/many2one/many2one_field";
-
-export class BankRecMany2OneMultiID extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecMany2OneMultiID";
-    static components = { Many2One };
-    static props = { ...Many2OneField.props };
-
-    get m2oProps() {
-        const props = computeM2OProps(this.props);
-        if (this.props.record.selected && this.props.record.model.multiEdit) {
-            props.context.active_ids = this.env.model.root.selection.map((r) => r.resId);
-        }
-        return props;
-    }
-}
-
-registry.category("fields").add("fusion_bank_rec_list_many2one_multi_id", {
-    ...buildM2OFieldDescription(BankRecMany2OneMultiID),
-});

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/list_view/list_view_many2one_multi_edit.xml

@@ -1,6 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecMany2OneMultiID">
-        <Many2One t-props="m2oProps"/>
-    </t>
-</templates>

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

@@ -1,34 +0,0 @@
-/** @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

@@ -1,39 +0,0 @@
-<?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/quick_create/quick_create.js

@@ -1,41 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from `account_accountant/.../quick_create/quick_create.js`.
- * Phase 1 structural parity.
- */
-
-import {
-    KanbanRecordQuickCreate,
-    KanbanQuickCreateController,
-} from "@web/views/kanban/kanban_record_quick_create";
-
-export class BankRecQuickCreateController extends KanbanQuickCreateController {
-    static template = "fusion_accounting_bank_rec.BankRecQuickCreateController";
-}
-
-export class BankRecQuickCreate extends KanbanRecordQuickCreate {
-    static template = "fusion_accounting_bank_rec.BankRecQuickCreate";
-    static props = {
-        ...KanbanRecordQuickCreate.props,
-        resModel: { type: String },
-        context: { type: Object },
-        group: { type: Object, optional: true },
-    };
-    static components = { BankRecQuickCreateController };
-
-    /**
-     * Overridden — quick-create flow always works against a synthetic group
-     * built from the resModel + context props (rather than relying on a
-     * caller-provided group), matching Enterprise behaviour.
-     */
-    async getQuickCreateProps(props) {
-        await super.getQuickCreateProps({
-            ...props,
-            group: {
-                resModel: props.resModel,
-                context: props.context,
-            },
-        });
-    }
-}

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

@@ -1,23 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates id="template" xml:space="preserve">
-    <t t-name="fusion_accounting_bank_rec.BankRecQuickCreate">
-        <BankRecQuickCreateController t-if="state.isLoaded" t-props="quickCreateProps"/>
-    </t>
-
-    <t t-name="fusion_accounting_bank_rec.BankRecQuickCreateController">
-        <div class="o_fusion_bank_reconciliation_quick_create o_kanban_record" t-ref="root">
-            <t t-component="props.Renderer" record="model.root" Compiler="props.Compiler" archInfo="props.archInfo"/>
-            <div class="d-flex gap-1 button_group p-2">
-                <button class="btn btn-primary o_kanban_add" t-on-click="() => this.validate('add')" data-hotkey="s">
-                    Add &amp; New
-                </button>
-                <button class="btn btn-secondary o_kanban_edit" t-on-click="() => this.validate('add_close')" data-hotkey="shift+s">
-                    Add &amp; Close
-                </button>
-                <button class="btn btn-secondary o_kanban_cancel" t-on-click="() => this.cancel(true)" data-hotkey="d">
-                    Discard
-                </button>
-            </div>
-        </div>
-    </t>
-</templates>

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

@@ -1,39 +0,0 @@
-/** @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

@@ -1,14 +0,0 @@
-<?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>

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

@@ -1,40 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../reconciled_line_name/reconciled_line_name.js`.
- * Phase 1 structural parity.
- */
-
-import { Component } from "@odoo/owl";
-import { useBankReconciliation } from "@fusion_accounting_bank_rec/components/bank_reconciliation/bank_reconciliation_service";
-import { useService } from "@web/core/utils/hooks";
-import { x2ManyCommands } from "@web/core/orm_service";
-
-export class BankRecReconciledLineName extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecReconciledLineName";
-    static props = {
-        statementLine: { type: Object },
-        linesToReconcile: { type: Object },
-        moveLineId: { type: String },
-        valueToDisplay: { type: Object },
-    };
-
-    setup() {
-        this.orm = useService("orm");
-        this.bankReconciliation = useBankReconciliation();
-    }
-
-    async deleteTax(lineId, taxChanged) {
-        const lineData = this.props.linesToReconcile.filter((line) => {
-            return line.id === parseInt(lineId);
-        })[0];
-        await this.orm.call("account.bank.statement.line", "edit_reconcile_line", [
-            this.props.statementLine.data.id,
-            lineData.id,
-            { tax_ids: [[x2ManyCommands.UNLINK, taxChanged.data.id]] },
-        ]);
-        this.props.statementLine.load();
-        this.bankReconciliation.reloadChatter();
-    }
-}

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

@@ -1,16 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecReconciledLineName">
-        <div name="reconciled_line_name" class="text-start text-truncate text-muted">
-            <t t-if="props.valueToDisplay?.tax">
-                <t t-foreach="props.valueToDisplay.tax" t-as="tax_id" t-key="tax_id_index">
-                    <div class="o_tag d-inline-flex align-items-center badge rounded-pill o_tag_color_0 flex-shrink-0" t-att-class="!tax_id_last ? 'me-1': ''">
-                        <span class="o_tag_badge_text text-truncate" t-esc="tax_id.data.display_name"/>
-                        <i t-on-click.stop="() => this.deleteTax(props.moveLineId, tax_id)" class="ps-1 opacity-100-hover opacity-75 oi oi-close"/>
-                    </div>
-                </t>
-            </t>
-            <t t-else="" t-out="props.valueToDisplay.move or props.valueToDisplay.account"/>
-        </div>
-    </t>
-</templates>

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

@@ -1,90 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../search_dialog/search_dialog.js`.
- * Phase 1 structural parity.
- */
-
-import { SelectCreateDialog } from "@web/views/view_dialogs/select_create_dialog";
-import { formatMonetary } from "@web/views/fields/formatters";
-import { useService } from "@web/core/utils/hooks";
-
-const { DateTime } = luxon;
-
-export class BankRecSelectCreateDialog extends SelectCreateDialog {
-    static template = "fusion_accounting_bank_rec.BankRecSelectCreateDialog";
-    static props = {
-        ...SelectCreateDialog.props,
-        suspenseAccountLine: Object,
-        reference: String,
-        date: DateTime,
-        size: { type: String, optional: true },
-    };
-
-    static defaultProps = {
-        ...SelectCreateDialog.defaultProps,
-        size: "lg",
-    };
-
-    setup() {
-        super.setup();
-        this.orm = useService("orm");
-        this.ui = useService("ui");
-        this.state.remainingAmount = this.suspenseAccountLine.amount_currency;
-        this.state.hideRemainingAmount = false;
-
-        this.baseViewProps.onSelectionChanged = (resIds, selectedLines) => {
-            this.state.resIds = resIds;
-            this.changeInSelectedMoveLine(selectedLines);
-        };
-    }
-
-    async changeInSelectedMoveLine(selectedLines) {
-        if (!selectedLines?.length) {
-            this.state.remainingAmount = this.suspenseAccountLine.amount_currency;
-            return;
-        }
-
-        let selectedLinesSum = 0;
-        this.state.hideRemainingAmount = false;
-        if (
-            this.suspenseAccountLine.currency_id.id !==
-            this.suspenseAccountLine.company_currency_id.id
-        ) {
-            const selectedLineCurrencies = selectedLines.map((line) => line.currency_id);
-
-            if (
-                selectedLineCurrencies.length !== 1 ||
-                (selectedLineCurrencies.length === 1 &&
-                    selectedLineCurrencies[0] !== this.suspenseAccountLine.currency_id.id)
-            ) {
-                this.state.hideRemainingAmount = true;
-                return;
-            } else {
-                selectedLinesSum = selectedLines.reduce((sum, line) => {
-                    return sum + line.amount_residual_currency;
-                }, 0);
-            }
-        } else {
-            selectedLinesSum = selectedLines.reduce((sum, line) => {
-                return sum + line.amount_residual;
-            }, 0);
-        }
-        this.state.remainingAmount = this.suspenseAccountLine.amount_currency + selectedLinesSum;
-    }
-
-    get suspenseAccountLine() {
-        return this.props?.suspenseAccountLine;
-    }
-
-    get remainingAmountFormatted() {
-        return formatMonetary(this.state.remainingAmount, {
-            currencyId: this.suspenseAccountLine.currency_id.id,
-        });
-    }
-
-    get formattedStatementLineDate() {
-        return this.props.date?.toLocaleString();
-    }
-}

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

@@ -1,20 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates xml:space="preserve">
-    <t t-name="fusion_accounting_bank_rec.BankRecSelectCreateDialog" t-inherit="web.SelectCreateDialog" t-inherit-mode="primary">
-        <xpath expr="//Dialog" position="attributes">
-            <attribute name="size">props.size</attribute>
-        </xpath>
-
-        <xpath expr="//button[hasclass('o_form_button_cancel')]" position="after">
-            <div t-if="!this.ui.isSmall" class="d-flex align-items-center flex-grow-1 flex-shrink-1 flex-basis-0 gap-2 min-w-0 justify-content-between" name="bank_reconciliation_info">
-                <span t-esc="formattedStatementLineDate"/>
-                <div class="text-truncate" t-esc="props.reference"/>
-                <div class="text-nowrap text-end" name="remaining_amount">
-                    <span class="text-muted">Balance: </span>
-                    <t t-if="!this.state.hideRemainingAmount" t-esc="remainingAmountFormatted"/>
-                    <t t-else=""> / </t>
-                </div>
-            </div>
-        </xpath>
-    </t>
-</templates>

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/search_dialog/search_dialog_list.js

@@ -1,77 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../search_dialog/search_dialog_list.js`.
- * Phase 1 structural parity.
- */
-
-import { ListController } from "@web/views/list/list_controller";
-import { ListRenderer } from "@web/views/list/list_renderer";
-import { listView } from "@web/views/list/list_view";
-import { registry } from "@web/core/registry";
-import { useService } from "@web/core/utils/hooks";
-
-export class BankRecReconcileDialogListController extends ListController {
-    setup() {
-        super.setup();
-        this.orm = useService("orm");
-    }
-
-    async onSelectionChanged() {
-        const resIds = await this.model.root.getResIds(true);
-        if (!resIds.length) {
-            this.props.onSelectionChanged(resIds, []);
-        }
-
-        let selectedLines;
-        // When being in the list view with more elements than the limit and
-        // doing a select all, the user can select more elements than the
-        // limit. In this case the isDomainSelected is True.
-        if (this.isDomainSelected) {
-            const { resModel, context } = this.model.root._config;
-            selectedLines = await this.orm.read(
-                resModel,
-                resIds,
-                ["amount_residual", "amount_residual_currency", "currency_id"],
-                { context }
-            );
-        } else {
-            selectedLines = Object.values(this.model.root.records)
-                .filter((record) => resIds.includes(record._config.resId))
-                .map((record) => {
-                    const data = record.data;
-                    return {
-                        amount_residual: data.amount_residual,
-                        amount_residual_currency: data.amount_residual_currency,
-                        currency_id: data.currency_id.id,
-                    };
-                });
-        }
-        this.props.onSelectionChanged(resIds, selectedLines);
-    }
-}
-
-export class BankRecReconcileDialogListRenderer extends ListRenderer {
-    static template = "fusion_accounting_bank_rec.BankRecReconcileDialogListRenderer";
-    static recordRowTemplate =
-        "fusion_accounting_bank_rec.BankRecReconcileDialogListRenderer.RecordRow";
-
-    async openMoveView(record) {
-        this.env.services.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "account.move",
-            res_id: record.data.move_id.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-}
-
-export const bankRecReconcileDialogListRenderer = {
-    ...listView,
-    Renderer: BankRecReconcileDialogListRenderer,
-    Controller: BankRecReconcileDialogListController,
-};
-
-registry.category("views").add("fusion_bank_rec_dialog_list", bankRecReconcileDialogListRenderer);

fusion_accounting_bank_rec/static/src/components/bank_reconciliation/search_dialog/search_dialog_list.xml

@@ -1,21 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates xml:space="preserve">
-    <t t-name="fusion_accounting_bank_rec.BankRecReconcileDialogListRenderer" t-inherit="web.ListRenderer" t-inherit-mode="primary">
-        <xpath expr="//th[@t-if='hasOpenFormViewColumn']" position="replace">
-            <th class="o_list_open_form_view w-print-0 p-print-0"/>
-        </xpath>
-    </t>
-
-    <t t-name="fusion_accounting_bank_rec.BankRecReconcileDialogListRenderer.RecordRow" t-inherit="web.ListRenderer.RecordRow" t-inherit-mode="primary">
-        <xpath expr="//t[@t-if='hasOpenFormViewColumn']" position="replace">
-            <td class="o_list_record_open_form_view w-print-0 p-print-0 text-center"
-                t-custom-click.stop="() => this.openMoveView(record)"
-            >
-                <button class="btn btn-link align-top text-end"
-                        name="Open in form view"
-                        aria-label="Open in form view"
-                >View</button>
-            </td>
-        </xpath>
-    </t>
-</templates>

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

@@ -1,305 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/static/src/components/bank_reconciliation/statement_line/statement_line.js`
- *
- * Phase 1 structural parity. Module IDs / template names / CSS classes
- * rebranded to `fusion_accounting_bank_rec`. Behaviour delegates to the
- * Enterprise-compat surface in our `fusion_bank_reconciliation` service.
- */
-
-import { BankRecButtonList } from "@fusion_accounting_bank_rec/components/bank_reconciliation/button_list/button_list";
-import { BankRecLineToReconcile } from "@fusion_accounting_bank_rec/components/bank_reconciliation/line_to_reconcile/line_to_reconcile";
-import { BankRecReconciledLineName } from "@fusion_accounting_bank_rec/components/bank_reconciliation/reconciled_line_name/reconciled_line_name";
-import { DropdownItem } from "@web/core/dropdown/dropdown_item";
-import { formatMonetary } from "@web/views/fields/formatters";
-import { KanbanRecord } from "@web/views/kanban/kanban_record";
-import { user } from "@web/core/user";
-import { useService } from "@web/core/utils/hooks";
-import { onWillStart, useState, useRef } from "@odoo/owl";
-import { useBankReconciliation } from "@fusion_accounting_bank_rec/components/bank_reconciliation/bank_reconciliation_service";
-
-export class BankRecStatementLine extends KanbanRecord {
-    static template = "fusion_accounting_bank_rec.BankRecStatementLine";
-    static components = {
-        BankRecLineToReconcile,
-        BankRecButtonList,
-        DropdownItem,
-        BankRecReconciledLineName,
-    };
-    static props = [...KanbanRecord.props];
-
-    setup() {
-        super.setup();
-        this.orm = useService("orm");
-        this.ui = useService("ui");
-        this.bankReconciliation = useBankReconciliation();
-        this.state = useState({
-            isUnfolded: false,
-        });
-        this.statementLineRootRef = useRef("root");
-        if (this.env.model.config.context?.default_st_line_id === this.props.record.resId) {
-            this.state.isUnfolded = true;
-            this.bankReconciliation.selectStatementLine(this.props.record);
-        }
-        onWillStart(async () => {
-            this.userCanReview = await user.hasGroup("account.group_account_user");
-        });
-    }
-
-    getRecordClasses() {
-        let classes = super.getRecordClasses();
-        if (this.hasStatementLine === 1) {
-            classes += " mt-3";
-        }
-        return classes;
-    }
-
-    // -----------------------------------------------------------------------------
-    // ACTION
-    // -----------------------------------------------------------------------------
-
-    openStatementCreate() {
-        this.action.doAction("account_accountant.action_bank_statement_form_bank_rec_widget", {
-            additionalContext: {
-                split_line_id: this.recordData.id,
-                default_journal_id: this.recordData.journal_id.id,
-            },
-            onClose: async () => {
-                this.env.model.load();
-            },
-        });
-    }
-
-    openPartner() {
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: "res.partner",
-            res_id: this.partner.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-
-    async removePartner() {
-        await this.orm.write("account.bank.statement.line", [this.recordData.id], {
-            partner_id: false,
-        });
-        this.record.load();
-    }
-
-    // -----------------------------------------------------------------------------
-    // HELPER
-    // -----------------------------------------------------------------------------
-    get reconciledLineName() {
-        const reconciledLine = {};
-        for (const line of this.linesToReconcile) {
-            if (
-                line.reconciled_lines_excluding_exchange_diff_ids.records.length === 1 &&
-                line.reconciled_lines_excluding_exchange_diff_ids.records[0].data.move_name
-            ) {
-                reconciledLine[line.id] = {
-                    move: line.reconciled_lines_excluding_exchange_diff_ids.records[0].data
-                        .move_name,
-                };
-            } else if (line.tax_ids.count) {
-                reconciledLine[line.id] = { tax: line.tax_ids.records };
-            } else {
-                reconciledLine[line.id] = { account: line.account_id.display_name };
-            }
-        }
-        return reconciledLine;
-    }
-
-    get record() {
-        return this.props.record;
-    }
-
-    get recordData() {
-        return this.props.record.data;
-    }
-
-    fold() {
-        if (this.state.isUnfolded) {
-            this.toggleUnfold();
-        }
-        this.selectStatementLine();
-    }
-
-    unfold() {
-        if (!this.state.isUnfolded) {
-            this.toggleUnfold();
-        }
-        this.selectStatementLine();
-    }
-
-    toggleUnfold() {
-        this.state.isUnfolded = !this.isUnfolded;
-        this.selectStatementLine();
-    }
-
-    selectStatementLine() {
-        // Update the chatter with the last selected element
-        this.bankReconciliation.selectStatementLine(this.record);
-    }
-
-    openChatter() {
-        this.selectStatementLine();
-        this.bankReconciliation.openChatter();
-    }
-
-    get hasInvalidAnalytics() {
-        return this.linesToReconcile.some((line) => line.has_invalid_analytics);
-    }
-
-    get isUnfolded() {
-        return this.state.isUnfolded;
-    }
-
-    get hasStatementLine() {
-        return this.env.model.root.count;
-    }
-
-    get formattedAmount() {
-        return formatMonetary(this.recordData.amount, {
-            currencyId: this.recordData.currency_id.id,
-        });
-    }
-
-    get formattedDate() {
-        return this.recordData.date.toLocaleString({
-            month: "short",
-            day: "2-digit",
-        });
-    }
-
-    get formattedFullDate() {
-        return this.recordData.date.toLocaleString({
-            month: "long",
-            day: "numeric",
-            year: "numeric",
-        });
-    }
-
-    get partner() {
-        return this.recordData.partner_id;
-    }
-
-    get linesToReconcile() {
-        return this.accountMoveLines.filter((line) => {
-            return (
-                line.account_id.id !== this.recordData.journal_id?.suspense_account_id.id &&
-                line.account_id.id !== this.recordData.journal_id?.default_account_id.id
-            );
-        });
-    }
-
-    get suspenseAccountLine() {
-        return this.accountMoveLines.filter((line) => {
-            return line.account_id.id === this.recordData.journal_id.suspense_account_id.id;
-        })?.[0];
-    }
-
-    get accountMoveLines() {
-        return [...this.recordData.line_ids.records.map((line) => line.data)];
-    }
-
-    get hasForeignCurrencyAndSameCurrencyForAllLines() {
-        return (
-            this.recordData.foreign_currency_id &&
-            this.linesToReconcile &&
-            this.linesToReconcile.filter((line) => {
-                return line.currency_id.id !== this.recordData.foreign_currency_id.id;
-            }).length === 0
-        );
-    }
-
-    get suspenseAccountLineFormattedAmount() {
-        return formatMonetary(this.suspenseAccountLine.amount_currency, {
-            currencyId: this.suspenseAccountLine?.currency_id.id,
-        });
-    }
-
-    get activityNumber() {
-        return this.recordData.activity_ids.count;
-    }
-
-    /**
-     * Checks if there is at least one attachment associated with the bank
-     * statement line or its related records. Aggregates attachment counts from
-     * the move, the related move lines, and the lines reconciled with them.
-     *
-     * @returns {number} Total attachments. > 0 indicates presence.
-     */
-    get hasAttachment() {
-        const statementAttachment = this.recordData.bank_statement_attachment_ids.records.map(
-            (attachment) => attachment.data.id
-        );
-
-        return (
-            this.recordData.attachment_ids.records.length +
-            this.linesToReconcile
-                .flatMap((line) => line.reconciled_lines_ids.records)
-                .filter((line) => line.data.move_attachment_ids?.count)
-                .reduce(
-                    (accumulator, line) =>
-                        parseInt(accumulator) + parseInt(line.data.move_attachment_ids.count),
-                    0
-                ) +
-            this.linesToReconcile
-                .filter(
-                    (line) =>
-                        line.move_attachment_ids?.count &&
-                        !line.move_attachment_ids.records
-                            .map((attachment) => attachment.data.id)
-                            .every((id) => statementAttachment.includes(id))
-                )
-                .reduce(
-                    (accumulator, line) =>
-                        parseInt(accumulator) + parseInt(line.move_attachment_ids.count),
-                    0
-                )
-        );
-    }
-
-    get amountClasses() {
-        const classes = this.recordData.foreign_currency_id ? "w-50" : "w-100";
-        if (this.recordData.amount > 0) {
-            return `${classes} fw-bold`;
-        }
-        if (this.recordData.amount < 0) {
-            return `${classes} text-danger fw-bold`;
-        }
-        return `${classes} text-secondary`;
-    }
-
-    get buttonListProps() {
-        return {
-            statementLineRootRef: this.statementLineRootRef,
-            statementLine: this.record,
-            reconcileLineCount:
-                this.bankReconciliation.reconcileCountPerPartnerId[this.recordData.partner_id.id] ??
-                null,
-            reconcileModels:
-                this.bankReconciliation.reconcileModelPerStatementLineId[this.recordData.id] ?? [],
-            preSelectedReconciliationModel: this.accountMoveLines
-                .filter((line) => line.reconcile_model_id.id)
-                .map((line) => line.reconcile_model_id)?.[0],
-        };
-    }
-
-    get formattedAmountCurrencyInForeign() {
-        return formatMonetary(this.recordData.amount_currency, {
-            currencyId: this.recordData.foreign_currency_id.id,
-        });
-    }
-
-    get isSelected() {
-        return this.recordData.move_id.id === this.bankReconciliation.statementLineMoveId;
-    }
-
-    get isChatterOpen() {
-        return this.bankReconciliation.chatterState.visible;
-    }
-}

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

@@ -1,115 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecStatementLine" t-inherit="web.KanbanRecord" t-inherit-mode="primary">
-        <xpath expr="//article" position="replace">
-            <article
-                    t-att-class="getRecordClasses()"
-                    t-att-data-id="record.id"
-                    t-att-tabindex="record.model.useSampleModel ? -1 : 0"
-                    t-custom-click="onGlobalClick"
-                    t-on-touchstart="onTouchStart"
-                    t-on-touchmove="onTouchMoveOrCancel"
-                    t-on-touchcancel="onTouchMoveOrCancel"
-                    t-on-touchend="onTouchEnd"
-                    t-ref="root">
-                <div name="bank_statement_line" class="o_statement_line w-100 p-2" t-on-click="selectStatementLine" t-att-class="{'o_selected_statement_line': isSelected}">
-                    <button t-if="!recordData.statement_id" type="button" class="o_statement_btn d-none d-md-block position-absolute top-0 end-0 btn btn-sm btn-secondary" t-on-click.stop="openStatementCreate">
-                        Statement
-                    </button>
-                    <div class="o_grid_container">
-                        <div class="o_row">
-                            <div class="d-flex gap-3">
-                                <div t-att-data-tooltip="formattedFullDate">
-                                    <t t-esc="formattedDate"/>
-                                </div>
-                                <div t-on-click.stop="openChatter" t-if="!ui.isSmall" class="o_chatter_icon btn-link text-action" t-att-class="{'visible': activityNumber or hasAttachment}">
-                                    <div t-if="activityNumber" class="activity-container position-relative">
-                                        <i class="fa fa-lg fa-clock-o" role="img" aria-label="Activities"/>
-                                        <span class="activity-badge badge rounded-pill" t-esc="activityNumber"/>
-                                    </div>
-                                    <i t-elif="hasAttachment"
-                                       class="fa fa-lg fa-paperclip"
-                                       role="img"
-                                       aria-label="Attachment"
-                                    />
-                                    <i t-elif="!isChatterOpen"
-                                       class="fa fa-lg fa-comments-o"
-                                       role="img"
-                                       aria-label="Journal Entry"
-                                    />
-                                </div>
-                            </div>
-                            <div class="o_payment_ref user-select-text d-none d-md-block"
-                                 t-att-class="isUnfolded ? 'overflow-wrap' : 'text-truncate'">
-                                <span class="d-inline">
-                                    <t t-if="partner">
-                                        <a class="fw-bold" href="#" t-on-click.prevent.stop="openPartner">
-                                            <span t-esc="partner.display_name" name="statement_line_partner_name"/>
-                                        </a>
-                                        <button class="btn btn-link oi oi-close p-0 align-baseline" t-on-click.stop="removePartner" t-if="!linesToReconcile.length"/>
-                                    </t>
-                                    <t t-elif="recordData.partner_name">
-                                        <span class="fw-bold" t-esc="recordData.partner_name" name="statement_line_partner_name"/>
-                                    </t>
-                                    <span t-att-class="partner or recordData.partner_name ? 'ms-1' : undefined"
-                                          t-esc="recordData.payment_ref"
-                                    />
-                                </span>
-                            </div>
-                            <!-- Only available on large screen -->
-                            <div class="o_button_line d-none d-md-flex align-items-start text-truncate">
-                                <BankRecButtonList t-props="buttonListProps" suspenseAccountLine="suspenseAccountLine" t-if="!recordData.is_reconciled or (userCanReview and !recordData.checked)"/>
-                                <span class="badge rounded-pill py-1 ps-1" t-att-class="{ 'pe-1': !isUnfolded, 'text-success bg-success-subtle': !hasInvalidAnalytics, 'text-warning bg-warning-subtle': hasInvalidAnalytics}" t-if="recordData.is_reconciled">
-                                    <i t-if="hasInvalidAnalytics" class="fa fa-exclamation-triangle" data-tooltip="Some lines have invalid analytic distribution"/>
-                                    <i t-if="!hasInvalidAnalytics" class="fa fa-check"/>
-                                    <span t-if="isUnfolded" class="ms-1">
-                                        Reconciled
-                                    </span>
-                                </span>
-                                <t t-if="recordData.is_reconciled and !isUnfolded">
-                                    <t t-foreach="Object.entries(reconciledLineName)" t-as="line" t-key="line_index">
-                                        <BankRecReconciledLineName statementLine="record" linesToReconcile="linesToReconcile" moveLineId="line[0]" valueToDisplay="line[1]"/>
-                                        <t t-if="line_index &lt; Object.keys(reconciledLineName).length - 1">, </t>
-                                    </t>
-                                </t>
-                            </div>
-                            <div class="d-flex align-items-start justify-content-between o_line_amount">
-                                <span class="text-muted w-50 text-end text-nowrap" t-if="recordData.foreign_currency_id">
-                                    <t t-esc="formattedAmountCurrencyInForeign"/>
-                                </span>
-                                <span t-att-class="amountClasses" class="text-end text-nowrap" t-esc="formattedAmount"/>
-                            </div>
-                            <div class="d-none d-md-block text-end" t-on-click="toggleUnfold" t-if="recordData.is_reconciled">
-                                <i class="oi" t-att-class="{'oi-chevron-up': isUnfolded, 'oi-chevron-down': !isUnfolded}"/>
-                            </div>
-                            <div class="d-none d-md-block" t-else=""/> <!-- To keep empty space if no chevron -->
-                        </div>
-
-                        <!-- Only available on small screen -->
-                        <div class="o_row d-md-none">
-                            <span class="text-truncate o_payment_ref"
-                                  t-esc="recordData.payment_ref"
-                            />
-                        </div>
-                        <t t-if="isUnfolded or !recordData.is_reconciled">
-                            <t t-foreach="linesToReconcile" t-as="line" t-key="line_index">
-                                <BankRecLineToReconcile statementLine="record" line="line"/>
-                            </t>
-                            <div class="o_row" t-if="linesToReconcile.length">
-                                <div t-if="suspenseAccountLine" class="d-none d-md-flex fw-bold text-muted align-items-center justify-content-end o_line_amount" t-att-class="hasForeignCurrencyAndSameCurrencyForAllLines ? 'w-50' : 'w-100'">
-                                    <t t-esc="suspenseAccountLineFormattedAmount"/>
-                                </div>
-                            </div>
-                        </t>
-                        <div class="o_row d-md-none">
-                            <div class="o_button_line">
-                                <BankRecButtonList t-props="buttonListProps" suspenseAccountLine="suspenseAccountLine" t-if="!recordData.is_reconciled or (userCanReview and !recordData.checked)"/>
-                                <span t-if="recordData.is_reconciled and !isUnfolded" class="text-start text-muted" t-esc="reconciledLineName"/>
-                            </div>
-                        </div>
-                    </div>
-                </div>
-            </article>
-        </xpath>
-    </t>
-</templates>

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

@@ -1,42 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Mirrored from
- * `account_accountant/.../statement_summary/statement_summary.js`.
- * Phase 1 structural parity.
- */
-
-import { Component } from "@odoo/owl";
-
-export class BankRecStatementSummary extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecStatementSummary";
-
-    static props = {
-        label: { type: String },
-        amount: { type: String, optional: true },
-        action: { type: Function },
-        journalId: { type: Number, optional: true },
-        isValid: { type: Boolean, optional: true },
-        journalIsInvalid: { type: Boolean, optional: true },
-    };
-    static defaultProps = {
-        isValid: true,
-    };
-
-    actionApplyInvalidStatement() {
-        const facets = this.env.searchModel.facets;
-        const searchItems = this.env.searchModel.searchItems;
-        const invalidStatementFilter = Object.values(searchItems).find(
-            (i) => i.name == "invalid_statement"
-        );
-        const invalidStatementFacet = facets.filter(
-            (i) => i.groupId == invalidStatementFilter.groupId
-        );
-        if (
-            invalidStatementFacet.length == 0 ||
-            !invalidStatementFacet[0].values.includes(invalidStatementFilter.description)
-        ) {
-            this.env.searchModel.toggleSearchItem(invalidStatementFilter.id);
-        }
-    }
-}

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

@@ -1,24 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<templates>
-    <t t-name="fusion_accounting_bank_rec.BankRecStatementSummary">
-        <div class="o_statement_summary d-flex justify-content-between align-items-center w-100 p-2">
-            <div name="label_statement_summary" class="d-flex gap-2 align-items-center">
-                <h4 t-esc="props.label"
-                    t-on-click="props.action"
-                    class="m-0"
-                    t-att-class="{'text-danger': !props.isValid}"/>
-            </div>
-            <div>
-                <h4 class="m-0"
-                    t-if="props.journalIsInvalid"
-                    t-on-click="actionApplyInvalidStatement">
-                    Invalid Statement(s)
-                </h4>
-            </div>
-            <div t-if="props.amount"
-                 class="btn btn-link p-0 fw-bold fs-4"
-                 t-on-click="props.action"
-                 t-esc="props.amount"/>
-        </div>
-    </t>
-</templates>

fusion_accounting_bank_rec/static/src/scss/_variables.scss

@@ -1,91 +0,0 @@
-// Fusion bank reconciliation design tokens.
-//
-// Mirrors Enterprise's color/spacing scale where it makes sense, with
-// fusion-specific additions for AI confidence bands and the suggestion
-// strip. All values can be overridden in dark_mode.scss.
-
-// ============================================================
-// Colors — semantic
-// ============================================================
-$fusion-color-bg-primary:          #ffffff;
-$fusion-color-bg-secondary:        #f9fafb;
-$fusion-color-bg-tertiary:         #f3f4f6;
-$fusion-color-border:              #e5e7eb;
-$fusion-color-border-strong:       #d1d5db;
-
-$fusion-color-text-primary:        #111827;
-$fusion-color-text-secondary:      #6b7280;
-$fusion-color-text-muted:          #9ca3af;
-$fusion-color-text-inverse:        #ffffff;
-
-$fusion-color-accent:              #3b82f6;  // primary brand blue
-$fusion-color-accent-hover:        #2563eb;
-$fusion-color-accent-bg:           #eff6ff;
-
-// ============================================================
-// AI Confidence band colors
-// ============================================================
-$fusion-confidence-high:           #10b981;  // green
-$fusion-confidence-high-bg:        #ecfdf5;
-$fusion-confidence-medium:         #f59e0b;  // amber
-$fusion-confidence-medium-bg:      #fffbeb;
-$fusion-confidence-low:            #ef4444;  // red
-$fusion-confidence-low-bg:         #fef2f2;
-$fusion-confidence-none:           #9ca3af;  // gray
-$fusion-confidence-none-bg:        #f3f4f6;
-
-// ============================================================
-// Reconciliation state colors
-// ============================================================
-$fusion-state-pending-bg:          #fef3c7;  // amber-100
-$fusion-state-reconciled-bg:       #d1fae5;  // emerald-100
-$fusion-state-partial-bg:          #fde68a;  // amber-200
-
-// ============================================================
-// Spacing scale (4px increments)
-// ============================================================
-$fusion-space-1:                   0.25rem;  //  4px
-$fusion-space-2:                   0.5rem;   //  8px
-$fusion-space-3:                   0.75rem;  // 12px
-$fusion-space-4:                   1rem;     // 16px
-$fusion-space-5:                   1.25rem;  // 20px
-$fusion-space-6:                   1.5rem;   // 24px
-$fusion-space-8:                   2rem;     // 32px
-
-// ============================================================
-// Typography
-// ============================================================
-$fusion-font-family:               -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif;
-$fusion-font-size-xs:              0.75rem;  // 12px
-$fusion-font-size-sm:              0.875rem; // 14px
-$fusion-font-size-base:            1rem;     // 16px
-$fusion-font-size-lg:              1.125rem; // 18px
-$fusion-font-size-xl:              1.25rem;  // 20px
-
-$fusion-font-weight-normal:        400;
-$fusion-font-weight-medium:        500;
-$fusion-font-weight-semibold:      600;
-$fusion-font-weight-bold:          700;
-
-// ============================================================
-// Borders + radii
-// ============================================================
-$fusion-border-radius-sm:          0.25rem;
-$fusion-border-radius:             0.375rem;
-$fusion-border-radius-md:          0.5rem;
-$fusion-border-radius-lg:          0.75rem;
-
-// ============================================================
-// Shadows
-// ============================================================
-$fusion-shadow-sm:                 0 1px 2px 0 rgba(0, 0, 0, 0.05);
-$fusion-shadow:                    0 1px 3px 0 rgba(0, 0, 0, 0.1);
-$fusion-shadow-md:                 0 4px 6px -1px rgba(0, 0, 0, 0.1);
-$fusion-shadow-lg:                 0 10px 15px -3px rgba(0, 0, 0, 0.1);
-
-// ============================================================
-// Animation
-// ============================================================
-$fusion-transition-fast:           150ms ease-in-out;
-$fusion-transition-base:           200ms ease-in-out;
-$fusion-transition-slow:           300ms ease-in-out;

fusion_accounting_bank_rec/static/src/scss/ai_suggestion.scss

@@ -1,90 +0,0 @@
-@import "variables";
-
-// ============================================================
-// AI Suggestion strip (inline, on each statement line card)
-// ============================================================
-.o_fusion_ai_suggestion {
-    margin-top: $fusion-space-3;
-    padding: $fusion-space-3;
-    border-radius: $fusion-border-radius;
-    border: 1px solid;
-    display: flex;
-    align-items: center;
-    gap: $fusion-space-3;
-    font-size: $fusion-font-size-sm;
-    transition: all $fusion-transition-base;
-
-    // Confidence bands — apply via [data-band="..."] attribute
-    &[data-band="high"] {
-        background: $fusion-confidence-high-bg;
-        border-color: $fusion-confidence-high;
-
-        .o_fusion_confidence_value { color: $fusion-confidence-high; }
-    }
-    &[data-band="medium"] {
-        background: $fusion-confidence-medium-bg;
-        border-color: $fusion-confidence-medium;
-
-        .o_fusion_confidence_value { color: $fusion-confidence-medium; }
-    }
-    &[data-band="low"] {
-        background: $fusion-confidence-low-bg;
-        border-color: $fusion-confidence-low;
-
-        .o_fusion_confidence_value { color: $fusion-confidence-low; }
-    }
-    &[data-band="none"] {
-        background: $fusion-confidence-none-bg;
-        border-color: $fusion-confidence-none;
-        opacity: 0.7;
-    }
-
-    .o_fusion_confidence_badge {
-        font-weight: $fusion-font-weight-bold;
-        font-size: $fusion-font-size-base;
-        white-space: nowrap;
-    }
-
-    .o_fusion_suggestion_text {
-        flex: 1;
-        color: $fusion-color-text-primary;
-
-        .o_fusion_reasoning {
-            color: $fusion-color-text-secondary;
-            font-style: italic;
-            margin-top: $fusion-space-1;
-        }
-    }
-
-    .o_fusion_suggestion_actions {
-        display: flex;
-        gap: $fusion-space-2;
-    }
-}
-
-// ============================================================
-// Alternatives panel (expandable list of other suggestions)
-// ============================================================
-.o_fusion_alternatives_panel {
-    margin-top: $fusion-space-2;
-    padding: $fusion-space-3;
-    background: $fusion-color-bg-secondary;
-    border: 1px solid $fusion-color-border;
-    border-radius: $fusion-border-radius;
-    font-size: $fusion-font-size-sm;
-
-    .o_fusion_alternative {
-        padding: $fusion-space-2 0;
-        border-bottom: 1px solid $fusion-color-border;
-        display: flex;
-        justify-content: space-between;
-        align-items: center;
-
-        &:last-child { border-bottom: none; }
-
-        .alt_confidence {
-            font-weight: $fusion-font-weight-medium;
-            margin-right: $fusion-space-2;
-        }
-    }
-}

fusion_accounting_bank_rec/static/src/scss/bank_reconciliation.scss

@@ -1,152 +0,0 @@
-@import "variables";
-
-// ============================================================
-// Bank reconciliation kanban container
-// ============================================================
-.o_fusion_bank_rec {
-    background: $fusion-color-bg-secondary;
-    min-height: 100vh;
-    font-family: $fusion-font-family;
-    color: $fusion-color-text-primary;
-
-    // Header bar with stats
-    &_header {
-        background: $fusion-color-bg-primary;
-        border-bottom: 1px solid $fusion-color-border;
-        padding: $fusion-space-4 $fusion-space-6;
-        display: flex;
-        justify-content: space-between;
-        align-items: center;
-
-        h1 {
-            font-size: $fusion-font-size-xl;
-            font-weight: $fusion-font-weight-semibold;
-            margin: 0;
-        }
-
-        .o_fusion_stats {
-            display: flex;
-            gap: $fusion-space-6;
-            font-size: $fusion-font-size-sm;
-            color: $fusion-color-text-secondary;
-
-            .stat-value {
-                font-weight: $fusion-font-weight-semibold;
-                color: $fusion-color-text-primary;
-                margin-left: $fusion-space-1;
-            }
-        }
-    }
-
-    // Statement line cards (kanban tile)
-    &_line {
-        background: $fusion-color-bg-primary;
-        border: 1px solid $fusion-color-border;
-        border-radius: $fusion-border-radius-md;
-        padding: $fusion-space-4;
-        margin-bottom: $fusion-space-3;
-        cursor: pointer;
-        transition: all $fusion-transition-base;
-        position: relative;
-
-        &:hover {
-            border-color: $fusion-color-accent;
-            box-shadow: $fusion-shadow-md;
-        }
-
-        &.o_fusion_selected {
-            border-color: $fusion-color-accent;
-            background: $fusion-color-accent-bg;
-        }
-
-        &_header {
-            display: flex;
-            justify-content: space-between;
-            align-items: flex-start;
-            margin-bottom: $fusion-space-2;
-
-            .o_fusion_amount {
-                font-size: $fusion-font-size-lg;
-                font-weight: $fusion-font-weight-semibold;
-
-                &.negative {
-                    color: $fusion-confidence-low;
-                }
-            }
-
-            .o_fusion_date {
-                font-size: $fusion-font-size-sm;
-                color: $fusion-color-text-secondary;
-            }
-        }
-
-        &_body {
-            font-size: $fusion-font-size-sm;
-            color: $fusion-color-text-secondary;
-
-            .o_fusion_partner {
-                font-weight: $fusion-font-weight-medium;
-                color: $fusion-color-text-primary;
-                margin-right: $fusion-space-2;
-            }
-
-            .o_fusion_memo {
-                font-style: italic;
-                color: $fusion-color-text-muted;
-            }
-        }
-
-        // Attachment count badge
-        .o_fusion_attachments_badge {
-            position: absolute;
-            top: $fusion-space-2;
-            right: $fusion-space-2;
-            background: $fusion-color-bg-tertiary;
-            border-radius: $fusion-border-radius;
-            padding: $fusion-space-1 $fusion-space-2;
-            font-size: $fusion-font-size-xs;
-            color: $fusion-color-text-secondary;
-        }
-    }
-
-    // Detail/edit panel (right side)
-    &_detail {
-        background: $fusion-color-bg-primary;
-        border-left: 1px solid $fusion-color-border;
-        padding: $fusion-space-6;
-
-        h2 {
-            font-size: $fusion-font-size-lg;
-            font-weight: $fusion-font-weight-semibold;
-            margin: 0 0 $fusion-space-4;
-        }
-    }
-
-    // Action buttons
-    .btn_fusion {
-        padding: $fusion-space-2 $fusion-space-4;
-        border-radius: $fusion-border-radius;
-        font-size: $fusion-font-size-sm;
-        font-weight: $fusion-font-weight-medium;
-        border: 1px solid $fusion-color-border;
-        background: $fusion-color-bg-primary;
-        color: $fusion-color-text-primary;
-        cursor: pointer;
-        transition: all $fusion-transition-fast;
-
-        &:hover {
-            background: $fusion-color-bg-tertiary;
-        }
-
-        &.btn_fusion_primary {
-            background: $fusion-color-accent;
-            border-color: $fusion-color-accent;
-            color: $fusion-color-text-inverse;
-
-            &:hover {
-                background: $fusion-color-accent-hover;
-                border-color: $fusion-color-accent-hover;
-            }
-        }
-    }
-}

fusion_accounting_bank_rec/static/src/scss/dark_mode.scss

@@ -1,64 +0,0 @@
-@import "variables";
-
-// Activated via [data-color-scheme="dark"] on body or any ancestor.
-// Mirrors Odoo's standard dark-mode trigger pattern.
-
-[data-color-scheme="dark"] .o_fusion_bank_rec {
-    background: #1f2937;
-    color: #f9fafb;
-
-    &_header,
-    &_line,
-    &_detail {
-        background: #111827;
-        border-color: #374151;
-        color: #f9fafb;
-    }
-
-    &_line {
-        &:hover { border-color: #60a5fa; }
-        &.o_fusion_selected {
-            background: #1e3a8a;
-            border-color: #60a5fa;
-        }
-
-        &_header .o_fusion_date,
-        &_body { color: #d1d5db; }
-
-        .o_fusion_attachments_badge {
-            background: #374151;
-            color: #d1d5db;
-        }
-    }
-
-    .btn_fusion {
-        background: #374151;
-        border-color: #4b5563;
-        color: #f9fafb;
-
-        &:hover { background: #4b5563; }
-
-        &.btn_fusion_primary {
-            background: #3b82f6;
-            border-color: #3b82f6;
-
-            &:hover {
-                background: #2563eb;
-                border-color: #2563eb;
-            }
-        }
-    }
-
-    // AI suggestion strip — soften background colors for dark mode
-    .o_fusion_ai_suggestion {
-        &[data-band="high"]  { background: rgba(16, 185, 129, 0.1); }
-        &[data-band="medium"] { background: rgba(245, 158, 11, 0.1); }
-        &[data-band="low"]   { background: rgba(239, 68, 68, 0.1); }
-        &[data-band="none"]  { background: rgba(156, 163, 175, 0.1); }
-    }
-
-    .o_fusion_alternatives_panel {
-        background: #1f2937;
-        border-color: #374151;
-    }
-}

fusion_accounting_bank_rec/static/src/services/bank_reconciliation_service.js

@@ -1,420 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Bank reconciliation service.
- *
- * Central data layer + reactive state for the OWL bank-rec widget.
- * Components inject this service via useService("fusion_bank_reconciliation")
- * and read/write state through its methods.
- *
- * Wraps the 10 JSON-RPC endpoints from controllers/bank_rec_controller.py.
- */
-
-import { registry } from "@web/core/registry";
-import { reactive, useState, EventBus } from "@odoo/owl";
-import { useService } from "@web/core/utils/hooks";
-import { browser } from "@web/core/browser/browser";
-
-const ENDPOINT_BASE = "/fusion/bank_rec";
-
-export class BankReconciliationService {
-    constructor(env, services) {
-        this.env = env;
-        this.rpc = services.rpc;
-        this.notification = services.notification;
-        this.orm = services.orm;
-
-        // ============================================================
-        // Enterprise-compat surface (mirrored OWL components rely on this)
-        // ============================================================
-        // Mirrored components from account_accountant expect these
-        // attributes/methods on the service. Most are implemented as
-        // stubs that no-op or return sensible defaults; structural
-        // parity now, behaviour wired up in fusion-only Tasks 34-36.
-        this.bus = new EventBus();
-        this.chatterState = reactive({
-            visible: this._readChatterPref(),
-            statementLine: null,
-        });
-        this.reconcileCountPerPartnerId = reactive({});
-        this.reconcileModelPerStatementLineId = reactive({});
-
-        // Reactive state — components depend on it via useState/reactive
-        this.state = reactive({
-            journalId: null,
-            companyId: null,
-            unreconciledCount: 0,
-            totalPendingAmount: 0,
-            lines: [],
-            lineCache: {},          // {lineId: {detail, suggestions, attachments}}
-            selectedLineId: null,
-            isLoading: false,
-            isReconciling: false,
-            offset: 0,
-            limit: 50,
-            filters: {},
-            // Cache of recently-applied actions for optimistic UI
-            recentActions: [],
-        });
-    }
-
-    // ============================================================
-    // Initialization
-    // ============================================================
-
-    async initForJournal(journalId, companyId) {
-        this.state.journalId = journalId;
-        this.state.companyId = companyId;
-        this.state.isLoading = true;
-        try {
-            const stateInfo = await this.rpc(`${ENDPOINT_BASE}/get_state`, {
-                journal_id: journalId, company_id: companyId,
-            });
-            this.state.unreconciledCount = stateInfo.unreconciled_count;
-            this.state.totalPendingAmount = stateInfo.total_pending_amount;
-            await this.loadLines({ reset: true });
-        } finally {
-            this.state.isLoading = false;
-        }
-    }
-
-    // ============================================================
-    // List + pagination
-    // ============================================================
-
-    async loadLines({ reset = false } = {}) {
-        if (reset) {
-            this.state.offset = 0;
-            this.state.lines = [];
-        }
-        this.state.isLoading = true;
-        try {
-            const result = await this.rpc(`${ENDPOINT_BASE}/list_unreconciled`, {
-                journal_id: this.state.journalId,
-                company_id: this.state.companyId,
-                limit: this.state.limit,
-                offset: this.state.offset,
-                ...this.state.filters,
-            });
-            if (reset) {
-                this.state.lines = result.lines;
-            } else {
-                this.state.lines = [...this.state.lines, ...result.lines];
-            }
-            this.state.unreconciledCount = result.total;
-        } finally {
-            this.state.isLoading = false;
-        }
-    }
-
-    async loadMore() {
-        this.state.offset += this.state.limit;
-        await this.loadLines({ reset: false });
-    }
-
-    setFilter(key, value) {
-        if (value === null || value === undefined || value === "") {
-            delete this.state.filters[key];
-        } else {
-            this.state.filters[key] = value;
-        }
-        this.loadLines({ reset: true });
-    }
-
-    // ============================================================
-    // Line detail + suggestions
-    // ============================================================
-
-    async selectLine(lineId) {
-        this.state.selectedLineId = lineId;
-        if (!this.state.lineCache[lineId]) {
-            await this.loadLineDetail(lineId);
-        }
-    }
-
-    async loadLineDetail(lineId) {
-        const detail = await this.rpc(`${ENDPOINT_BASE}/get_line_detail`, {
-            statement_line_id: lineId,
-        });
-        this.state.lineCache[lineId] = detail;
-        return detail;
-    }
-
-    async refreshLineDetail(lineId) {
-        delete this.state.lineCache[lineId];
-        return await this.loadLineDetail(lineId);
-    }
-
-    async suggestMatches(lineIds, limitPerLine = 3) {
-        const result = await this.rpc(`${ENDPOINT_BASE}/suggest_matches`, {
-            statement_line_ids: lineIds,
-            limit_per_line: limitPerLine,
-        });
-        // Refresh cache for each line
-        for (const lineId of lineIds) {
-            await this.refreshLineDetail(lineId);
-        }
-        return result.suggestions;
-    }
-
-    // ============================================================
-    // Reconciliation actions
-    // ============================================================
-
-    async acceptSuggestion(suggestionId) {
-        this.state.isReconciling = true;
-        try {
-            const result = await this.rpc(`${ENDPOINT_BASE}/accept_suggestion`, {
-                suggestion_id: suggestionId,
-            });
-            this._removeReconciledLineFromState(this.state.selectedLineId);
-            this.state.unreconciledCount = result.unreconciled_count_after;
-            this.notification.add("Reconciliation accepted", { type: "success" });
-            return result;
-        } catch (err) {
-            this.notification.add(`Accept failed: ${err.message || err}`, { type: "danger" });
-            throw err;
-        } finally {
-            this.state.isReconciling = false;
-        }
-    }
-
-    async reconcileManual(statementLineId, againstMoveLineIds) {
-        this.state.isReconciling = true;
-        try {
-            const result = await this.rpc(`${ENDPOINT_BASE}/reconcile_manual`, {
-                statement_line_id: statementLineId,
-                against_move_line_ids: againstMoveLineIds,
-            });
-            this._removeReconciledLineFromState(statementLineId);
-            this.notification.add("Reconciled", { type: "success" });
-            return result;
-        } catch (err) {
-            this.notification.add(`Reconcile failed: ${err.message || err}`, { type: "danger" });
-            throw err;
-        } finally {
-            this.state.isReconciling = false;
-        }
-    }
-
-    async unreconcile(partialReconcileIds) {
-        try {
-            const result = await this.rpc(`${ENDPOINT_BASE}/unreconcile`, {
-                partial_reconcile_ids: partialReconcileIds,
-            });
-            // Reload list since unreconciled lines come back
-            await this.loadLines({ reset: true });
-            this.notification.add("Unreconciled", { type: "info" });
-            return result;
-        } catch (err) {
-            this.notification.add(`Unreconcile failed: ${err.message || err}`, { type: "danger" });
-            throw err;
-        }
-    }
-
-    async writeOff({ statementLineId, accountId, amount, label, taxId = null }) {
-        this.state.isReconciling = true;
-        try {
-            const result = await this.rpc(`${ENDPOINT_BASE}/write_off`, {
-                statement_line_id: statementLineId,
-                account_id: accountId,
-                amount: amount,
-                label: label,
-                tax_id: taxId,
-            });
-            this._removeReconciledLineFromState(statementLineId);
-            this.notification.add("Write-off applied", { type: "success" });
-            return result;
-        } catch (err) {
-            this.notification.add(`Write-off failed: ${err.message || err}`, { type: "danger" });
-            throw err;
-        } finally {
-            this.state.isReconciling = false;
-        }
-    }
-
-    async bulkReconcile(statementLineIds, strategy = "auto") {
-        this.state.isReconciling = true;
-        try {
-            const result = await this.rpc(`${ENDPOINT_BASE}/bulk_reconcile`, {
-                statement_line_ids: statementLineIds,
-                strategy: strategy,
-            });
-            await this.loadLines({ reset: true });
-            const msg = `${result.reconciled_count} reconciled, ${result.skipped} skipped`;
-            this.notification.add(msg, { type: "success" });
-            return result;
-        } catch (err) {
-            this.notification.add(`Bulk failed: ${err.message || err}`, { type: "danger" });
-            throw err;
-        } finally {
-            this.state.isReconciling = false;
-        }
-    }
-
-    // ============================================================
-    // Partner history (right-side panel)
-    // ============================================================
-
-    async getPartnerHistory(partnerId, limit = 20) {
-        return await this.rpc(`${ENDPOINT_BASE}/get_partner_history`, {
-            partner_id: partnerId,
-            limit: limit,
-        });
-    }
-
-    // ============================================================
-    // Helpers
-    // ============================================================
-
-    _removeReconciledLineFromState(lineId) {
-        if (!lineId) return;
-        this.state.lines = this.state.lines.filter((l) => l.id !== lineId);
-        if (this.state.selectedLineId === lineId) {
-            this.state.selectedLineId = null;
-        }
-        delete this.state.lineCache[lineId];
-        if (this.state.unreconciledCount > 0) {
-            this.state.unreconciledCount -= 1;
-        }
-    }
-
-    // Confidence band helper for templates
-    getBandClass(line) {
-        return `band-${line.fusion_confidence_band || "none"}`;
-    }
-
-    // ============================================================
-    // Enterprise-compat methods (stubs — wired up later)
-    // ============================================================
-    // The following surface is required by mirrored components from
-    // account_accountant. They are primarily no-ops or thin wrappers
-    // around the legacy/V19 ORM. Phase 1 prioritizes structural parity;
-    // fusion-only Tasks 34-36 will replace these with native
-    // implementations driven by our JSON-RPC endpoints.
-
-    _readChatterPref() {
-        try {
-            return (
-                JSON.parse(
-                    browser.sessionStorage.getItem("isFusionBankRecChatterOpened")
-                ) ?? false
-            );
-        } catch {
-            return false;
-        }
-    }
-
-    toggleChatter() {
-        this.chatterState.visible = !this.chatterState.visible;
-        try {
-            browser.sessionStorage.setItem(
-                "isFusionBankRecChatterOpened",
-                this.chatterState.visible
-            );
-        } catch {
-            // Session storage unavailable — non-fatal.
-        }
-    }
-
-    openChatter() {
-        this.chatterState.visible = true;
-    }
-
-    selectStatementLine(statementLine) {
-        this.chatterState.statementLine = statementLine;
-    }
-
-    reloadChatter() {
-        this.bus.trigger("MAIL:RELOAD-THREAD", {
-            model: "account.move",
-            id: this.statementLineMoveId,
-        });
-    }
-
-    async computeReconcileLineCountPerPartnerId(records) {
-        // Stub: real impl to be added in fusion-only task.
-        // Components call this after partner edits to refresh the per-partner
-        // count badge. Returning empty here keeps the badge silent.
-        if (!this.orm) {
-            return;
-        }
-        try {
-            const partnerIds = (records || [])
-                .map((r) => r?.data?.partner_id?.id)
-                .filter(Boolean);
-            if (!partnerIds.length) {
-                this.reconcileCountPerPartnerId = {};
-                return;
-            }
-            // Best-effort: keep a zero map so templates don't blow up.
-            const out = {};
-            for (const pid of partnerIds) {
-                out[pid] = this.reconcileCountPerPartnerId[pid] ?? 0;
-            }
-            this.reconcileCountPerPartnerId = out;
-        } catch {
-            // Non-fatal; templates fall back to defaults.
-        }
-    }
-
-    async computeAvailableReconcileModels(records) {
-        // Stub: components show these as quick-action buttons. Empty for now.
-        const out = {};
-        for (const r of records || []) {
-            const id = r?.data?.id;
-            if (id) {
-                out[id] = [];
-            }
-        }
-        this.reconcileModelPerStatementLineId = out;
-    }
-
-    async updateAvailableReconcileModels(recordId) {
-        if (recordId) {
-            this.reconcileModelPerStatementLineId[recordId] = [];
-        }
-    }
-
-    async reloadRecords(records) {
-        await Promise.all(
-            (records || []).map((record) => record?.load ? record.load() : null)
-        );
-    }
-
-    get statementLineMove() {
-        return this.chatterState.statementLine?.data?.move_id;
-    }
-
-    get statementLineMoveId() {
-        return this.statementLineMove?.id;
-    }
-
-    get statementLine() {
-        return this.chatterState.statementLine;
-    }
-
-    get statementLineId() {
-        return this.statementLine?.data?.id;
-    }
-}
-
-export const bankReconciliationService = {
-    dependencies: ["rpc", "notification", "orm"],
-    start(env, services) {
-        return new BankReconciliationService(env, services);
-    },
-};
-
-registry.category("services").add("fusion_bank_reconciliation", bankReconciliationService);
-
-/**
- * Hook for OWL components mirrored from Enterprise.
- *
- * Enterprise's components import `useBankReconciliation` from
- * `../bank_reconciliation_service`; we expose the same hook here so
- * mirrored code works unmodified after the relative-import rewrite.
- */
-export function useBankReconciliation() {
-    return useState(useService("fusion_bank_reconciliation"));
-}

fusion_accounting_bank_rec/static/src/tours/bank_rec_tours.js

@@ -1,109 +0,0 @@
-/** @odoo-module **/
-
-import { registry } from "@web/core/registry";
-
-/**
- * 5 OWL tours for fusion_accounting_bank_rec smoke testing.
- *
- * Each tour scripts a user interaction with the bank-rec widget and
- * is invoked from Python via HttpCase.start_tour(). Useful for catching
- * UI regressions that asset-bundle compilation alone won't catch.
- */
-
-// Tour 1: Open the kanban widget and confirm it loads
-registry.category("web_tour.tours").add("fusion_bank_rec_smoke", {
-    test: true,
-    url: "/odoo/action-fusion_accounting_bank_rec.action_fusion_bank_rec_widget",
-    steps: () => [
-        {
-            content: "Wait for header to appear",
-            trigger: ".o_fusion_bank_rec_header h1:contains(Bank Reconciliation)",
-        },
-        {
-            content: "Confirm stats are visible",
-            trigger: ".o_fusion_stats",
-        },
-    ],
-});
-
-// Tour 2: Select a line and confirm detail panel loads
-registry.category("web_tour.tours").add("fusion_bank_rec_select_line", {
-    test: true,
-    url: "/odoo/action-fusion_accounting_bank_rec.action_fusion_bank_rec_widget",
-    steps: () => [
-        {
-            content: "Wait for at least one line card",
-            trigger: ".o_fusion_bank_rec_line:first",
-        },
-        {
-            content: "Click the first line",
-            trigger: ".o_fusion_bank_rec_line:first",
-            run: "click",
-        },
-        {
-            content: "Detail panel shows selected line",
-            trigger: ".o_fusion_bank_rec_detail h2",
-        },
-    ],
-});
-
-// Tour 3: Trigger AI suggestion and accept
-registry.category("web_tour.tours").add("fusion_bank_rec_accept_suggestion", {
-    test: true,
-    url: "/odoo/action-fusion_accounting_bank_rec.action_fusion_bank_rec_widget",
-    steps: () => [
-        {
-            content: "Click first line with a partner",
-            trigger: ".o_fusion_bank_rec_line:has(.o_fusion_partner):first",
-            run: "click",
-        },
-        {
-            content: "Click 'Get AI suggestions' button",
-            trigger: ".o_fusion_bank_rec_detail .btn_fusion_primary:contains(Get AI)",
-            run: "click",
-        },
-        {
-            content: "Wait for at least one suggestion to appear",
-            trigger: ".o_fusion_ai_suggestion",
-        },
-    ],
-});
-
-// Tour 4: Open auto-reconcile wizard
-registry.category("web_tour.tours").add("fusion_bank_rec_auto_reconcile_wizard", {
-    test: true,
-    url: "/odoo/action-fusion_accounting_bank_rec.action_fusion_auto_reconcile_wizard",
-    steps: () => [
-        {
-            content: "Wizard form opens",
-            trigger: ".modal-dialog .o_form_view",
-        },
-        {
-            content: "Strategy field exists",
-            trigger: ".modal-dialog [name='strategy']",
-        },
-        {
-            content: "Close wizard",
-            trigger: ".modal-dialog .btn-secondary",
-            run: "click",
-        },
-    ],
-});
-
-// Tour 5: Load more (pagination)
-registry.category("web_tour.tours").add("fusion_bank_rec_load_more", {
-    test: true,
-    url: "/odoo/action-fusion_accounting_bank_rec.action_fusion_bank_rec_widget",
-    steps: () => [
-        {
-            content: "Wait for kanban container",
-            trigger: ".o_fusion_bank_rec",
-        },
-        // Pagination button only appears if there are more lines than `limit`.
-        // This tour is a no-op if the dataset is small — that's fine for smoke.
-        {
-            content: "Confirm app loaded (regardless of pagination state)",
-            trigger: ".o_fusion_bank_rec_header h1",
-        },
-    ],
-});

fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban.xml

@@ -1,142 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<templates xml:space="preserve">
-
-    <t t-name="fusion_accounting_bank_rec.BankRecKanbanController">
-        <div class="o_fusion_bank_rec">
-            <div class="o_fusion_bank_rec_header">
-                <div>
-                    <h1>Bank Reconciliation</h1>
-                    <div t-if="state.journalId" class="text-muted">
-                        Journal #<t t-esc="state.journalId"/>
-                    </div>
-                </div>
-                <div class="o_fusion_stats">
-                    <div>
-                        Unreconciled:
-                        <span class="stat-value"><t t-esc="state.unreconciledCount"/></span>
-                    </div>
-                    <div>
-                        Total pending:
-                        <span class="stat-value">
-                            $<t t-esc="formatCurrency(state.totalPendingAmount)"/>
-                        </span>
-                    </div>
-                </div>
-            </div>
-
-            <div class="d-flex" style="gap: 1rem; padding: 1rem;">
-                <div style="flex: 1 1 60%; max-width: 60%;">
-                    <div t-if="state.isLoading" class="text-center p-4 text-muted">
-                        Loading…
-                    </div>
-                    <div t-elif="state.lines.length === 0" class="text-center p-4 text-muted">
-                        Nothing to reconcile.
-                    </div>
-                    <div t-else="">
-                        <BankRecLineCard
-                            t-foreach="state.lines"
-                            t-as="line"
-                            t-key="line.id"
-                            line="line"
-                            selected="state.selectedLineId === line.id"
-                            onSelect="() => onSelectLine(line.id)"
-                            formatCurrency="formatCurrency.bind(this)"
-                        />
-                        <div t-if="state.lines.length lt state.unreconciledCount"
-                             class="text-center mt-3">
-                            <button class="btn_fusion" t-on-click="onLoadMore">
-                                Load more
-                            </button>
-                        </div>
-                    </div>
-                </div>
-
-                <div style="flex: 1 1 40%; max-width: 40%;" class="o_fusion_bank_rec_detail">
-                    <t t-if="state.selectedLineId">
-                        <t t-set="detail" t-value="state.lineCache[state.selectedLineId]"/>
-                        <div t-if="!detail" class="text-muted">Loading detail…</div>
-                        <div t-else="">
-                            <h2>
-                                <t t-esc="detail.line.payment_ref || 'No reference'"/>
-                            </h2>
-                            <div class="text-muted mb-3">
-                                <span><t t-esc="detail.line.date"/></span>
-                                <span class="ms-2">
-                                    $<t t-esc="formatCurrency(detail.line.amount)"/>
-                                </span>
-                                <span t-if="detail.line.partner_name" class="ms-2">
-                                    · <t t-esc="detail.line.partner_name"/>
-                                </span>
-                            </div>
-
-                            <div t-if="detail.suggestions.length === 0">
-                                <button class="btn_fusion btn_fusion_primary"
-                                        t-on-click="() => onSuggestForLine(detail.line.id)">
-                                    Get AI suggestions
-                                </button>
-                            </div>
-                            <div t-else="">
-                                <h5>AI Suggestions</h5>
-                                <div t-foreach="detail.suggestions" t-as="sug" t-key="sug.id"
-                                     class="o_fusion_ai_suggestion"
-                                     t-att-data-band="confidenceBandLabel(sug.confidence >= 0.85 ? 'high' : sug.confidence >= 0.6 ? 'medium' : sug.confidence > 0 ? 'low' : 'none').toLowerCase()">
-                                    <div class="o_fusion_confidence_badge">
-                                        <t t-esc="(sug.confidence * 100).toFixed(0)"/>%
-                                    </div>
-                                    <div class="o_fusion_suggestion_text">
-                                        <div><t t-esc="sug.reasoning"/></div>
-                                    </div>
-                                    <div class="o_fusion_suggestion_actions">
-                                        <button class="btn_fusion btn_fusion_primary"
-                                                t-on-click="() => onAcceptSuggestion(sug.id)">
-                                            Accept
-                                        </button>
-                                    </div>
-                                </div>
-                            </div>
-                        </div>
-                    </t>
-                    <t t-else="">
-                        <div class="text-muted">
-                            Select a bank line on the left to see details.
-                        </div>
-                    </t>
-                </div>
-            </div>
-        </div>
-    </t>
-
-    <t t-name="fusion_accounting_bank_rec.BankRecLineCard">
-        <div class="o_fusion_bank_rec_line"
-             t-att-class="props.selected ? 'o_fusion_selected' : ''"
-             t-on-click="props.onSelect">
-            <div class="o_fusion_bank_rec_line_header">
-                <div class="o_fusion_amount" t-att-class="props.line.amount lt 0 ? 'negative' : ''">
-                    $<t t-esc="props.formatCurrency(props.line.amount)"/>
-                </div>
-                <div class="o_fusion_date">
-                    <t t-esc="props.line.date"/>
-                </div>
-            </div>
-            <div class="o_fusion_bank_rec_line_body">
-                <span t-if="props.line.partner_name" class="o_fusion_partner">
-                    <t t-esc="props.line.partner_name"/>
-                </span>
-                <span class="o_fusion_memo">
-                    <t t-esc="props.line.payment_ref || 'No memo'"/>
-                </span>
-            </div>
-            <div t-if="props.line.attachment_count" class="o_fusion_attachments_badge">
-                📎 <t t-esc="props.line.attachment_count"/>
-            </div>
-            <div t-if="props.line.fusion_confidence_band and props.line.fusion_confidence_band !== 'none'"
-                 t-att-class="'o_fusion_ai_suggestion ' + 'band-' + props.line.fusion_confidence_band"
-                 t-att-data-band="props.line.fusion_confidence_band">
-                <div class="o_fusion_confidence_badge">
-                    AI Suggestion Available
-                </div>
-            </div>
-        </div>
-    </t>
-
-</templates>

fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban_controller.js

@@ -1,81 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Bank reconciliation kanban controller.
- *
- * Top-level OWL component for the fusion bank-rec widget. Hosts:
- * - Header bar (journal name, unreconciled count, total pending amount)
- * - Left column: list of unreconciled bank line cards
- * - Right column: detail panel for the selected line
- *
- * Reads journal_id + company_id from action context. Wires up the
- * fusion_bank_reconciliation service for all data + reactivity.
- */
-
-import { Component, useState, onWillStart } from "@odoo/owl";
-import { useService } from "@web/core/utils/hooks";
-import { BankRecLineCard } from "./bank_rec_kanban_renderer";
-
-export class BankRecKanbanController extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecKanbanController";
-    static components = { BankRecLineCard };
-    static props = {
-        action: { type: Object, optional: true },
-        actionId: { type: [Number, String], optional: true },
-        className: { type: String, optional: true },
-        "*": true,
-    };
-
-    setup() {
-        this.bankRec = useService("fusion_bank_reconciliation");
-        this.notification = useService("notification");
-        this.state = useState(this.bankRec.state);
-
-        const ctx = this.props.action?.context || {};
-        const journalId = ctx.default_journal_id || ctx.active_id;
-        const companyId = ctx.allowed_company_ids?.[0]
-            || this.env.services.user?.context?.allowed_company_ids?.[0];
-
-        onWillStart(async () => {
-            if (journalId && companyId) {
-                await this.bankRec.initForJournal(journalId, companyId);
-            }
-        });
-    }
-
-    onSelectLine(lineId) {
-        this.bankRec.selectLine(lineId);
-    }
-
-    async onLoadMore() {
-        await this.bankRec.loadMore();
-    }
-
-    async onSuggestForLine(lineId) {
-        await this.bankRec.suggestMatches([lineId]);
-    }
-
-    async onAcceptSuggestion(suggestionId) {
-        await this.bankRec.acceptSuggestion(suggestionId);
-    }
-
-    async onUnreconcile(partialIds) {
-        await this.bankRec.unreconcile(partialIds);
-    }
-
-    formatCurrency(amount) {
-        return new Intl.NumberFormat(undefined, {
-            minimumFractionDigits: 2,
-            maximumFractionDigits: 2,
-        }).format(amount);
-    }
-
-    confidenceBandLabel(band) {
-        return {
-            high: "High",
-            medium: "Medium",
-            low: "Low",
-            none: "None",
-        }[band] || "—";
-    }
-}

fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban_renderer.js

@@ -1,20 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Bank reconciliation line-card renderer.
- *
- * Renders one unreconciled bank line as a card in the kanban list.
- * Owned by BankRecKanbanController; receives line + selected flag as props.
- */
-
-import { Component } from "@odoo/owl";
-
-export class BankRecLineCard extends Component {
-    static template = "fusion_accounting_bank_rec.BankRecLineCard";
-    static props = {
-        line: { type: Object },
-        selected: { type: Boolean, optional: true },
-        onSelect: { type: Function },
-        formatCurrency: { type: Function },
-    };
-}

fusion_accounting_bank_rec/static/src/views/kanban/bank_rec_kanban_view.js

@@ -1,20 +0,0 @@
-/** @odoo-module **/
-
-/**
- * Custom view type "fusion_bank_rec_kanban" — registers the controller
- * with the views registry so window actions can specify
- * <field name="view_mode">fusion_bank_rec_kanban</field>.
- */
-
-import { registry } from "@web/core/registry";
-import { BankRecKanbanController } from "./bank_rec_kanban_controller";
-
-export const fusionBankRecKanbanView = {
-    type: "fusion_bank_rec_kanban",
-    Controller: BankRecKanbanController,
-    display_name: "Bank Reconciliation",
-    icon: "fa-exchange",
-    multiRecord: true,
-};
-
-registry.category("views").add("fusion_bank_rec_kanban", fusionBankRecKanbanView);

fusion_accounting_bank_rec/tests/__init__.py

@@ -2,24 +2,3 @@ from . import test_memo_tokenizer
 from . import test_exchange_diff
 from . import test_matching_strategies
 from . import test_ai_suggestion_lifecycle
-from . import test_precedent_lookup
-from . import test_pattern_extraction
-from . import test_confidence_scoring
-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
-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
-from . import test_migration_round_trip
-from . import test_coexistence
-from . import test_bank_rec_tours
-from . import test_performance_benchmarks
-from . import test_local_llm_compat

fusion_accounting_bank_rec/tests/_factories.py

@@ -1,185 +0,0 @@
-"""Test data factories for fusion_accounting_bank_rec.
-
-Provides recordset builders for use across all test files. Sane defaults
-let tests be readable: `make_bank_line(env, amount=100, partner=p)` instead
-of 30 lines of recordset setup.
-
-These factories work against the real Odoo registry — they exercise the
-same code paths as production. Each factory is idempotent in the sense
-that calling it multiple times returns separate records.
-"""
-
-from datetime import date, timedelta
-
-from odoo import fields
-
-
-# ============================================================
-# Bank journal + statements
-# ============================================================
-
-def make_bank_journal(env, *, name='Test Bank', code=None):
-    """Create a bank journal. `code` defaults to first 5 chars of `name`."""
-    code = code or name[:5].upper().replace(' ', '')
-    return env['account.journal'].create({
-        'name': name,
-        'type': 'bank',
-        'code': code,
-    })
-
-
-def make_bank_statement(env, *, journal=None, name='Test Statement', date_=None):
-    """Create a bank statement. Auto-creates a bank journal if not provided."""
-    journal = journal or make_bank_journal(env)
-    return env['account.bank.statement'].create({
-        'name': name,
-        'journal_id': journal.id,
-        'date': date_ or date.today(),
-    })
-
-
-def make_bank_line(env, *, journal=None, statement=None, amount=100.00,
-                   partner=None, memo='Test line', date_=None):
-    """Create a bank statement line. Creates statement if not provided.
-
-    Most-common factory in tests. Defaults give a $100 line with no partner."""
-    if not statement:
-        statement = make_bank_statement(env, journal=journal, date_=date_)
-    return env['account.bank.statement.line'].create({
-        'statement_id': statement.id,
-        'journal_id': statement.journal_id.id,
-        'date': date_ or date.today(),
-        'payment_ref': memo,
-        'amount': amount,
-        'partner_id': partner.id if partner else False,
-    })
-
-
-# ============================================================
-# Invoices + journal items
-# ============================================================
-
-def _ensure_test_product(env):
-    """Get or create a service product suitable for invoice lines."""
-    product = env['product.product'].search([('type', '=', 'service')], limit=1)
-    if not product:
-        product = env['product.product'].create({
-            'name': 'Fusion Test Service',
-            'type': 'service',
-        })
-    return product
-
-
-def make_invoice(env, *, partner, amount=100.00, date_=None, currency=None,
-                 product=None, posted=True):
-    """Create a customer invoice (out_invoice). Posted by default."""
-    product = product or _ensure_test_product(env)
-    vals = {
-        'move_type': 'out_invoice',
-        'partner_id': partner.id,
-        'invoice_date': date_ or date.today(),
-        'invoice_line_ids': [(0, 0, {
-            'product_id': product.id,
-            'name': 'Test invoice line',
-            'quantity': 1,
-            'price_unit': amount,
-        })],
-    }
-    if currency:
-        vals['currency_id'] = currency.id
-    move = env['account.move'].create(vals)
-    if posted:
-        move.action_post()
-    return move
-
-
-def make_vendor_bill(env, *, partner, amount=100.00, date_=None, currency=None,
-                     product=None, posted=True):
-    """Create a vendor bill (in_invoice). Posted by default."""
-    product = product or _ensure_test_product(env)
-    vals = {
-        'move_type': 'in_invoice',
-        'partner_id': partner.id,
-        'invoice_date': date_ or date.today(),
-        'invoice_line_ids': [(0, 0, {
-            'product_id': product.id,
-            'name': 'Test bill line',
-            'quantity': 1,
-            'price_unit': amount,
-        })],
-    }
-    if currency:
-        vals['currency_id'] = currency.id
-    move = env['account.move'].create(vals)
-    if posted:
-        move.action_post()
-    return move
-
-
-# ============================================================
-# Suggestions + patterns + precedents (fusion-specific)
-# ============================================================
-
-def make_suggestion(env, *, statement_line, candidate_move_lines=None,
-                    confidence=0.92, rank=1, reasoning='Test suggestion',
-                    state='pending'):
-    """Create a fusion.reconcile.suggestion against a bank line."""
-    candidate_ids = candidate_move_lines.ids if candidate_move_lines else []
-    return env['fusion.reconcile.suggestion'].create({
-        'company_id': env.company.id,
-        'statement_line_id': statement_line.id,
-        'proposed_move_line_ids': [(6, 0, candidate_ids)],
-        'confidence': confidence,
-        'rank': rank,
-        'reasoning': reasoning,
-        'state': state,
-    })
-
-
-def make_pattern(env, *, partner, reconcile_count=10, pref_strategy='exact_amount',
-                 typical_cadence_days=14.0, common_memo_tokens='RBC,ETF'):
-    """Create a fusion.reconcile.pattern for a partner."""
-    return env['fusion.reconcile.pattern'].create({
-        'company_id': env.company.id,
-        'partner_id': partner.id,
-        'reconcile_count': reconcile_count,
-        'pref_strategy': pref_strategy,
-        'typical_cadence_days': typical_cadence_days,
-        'common_memo_tokens': common_memo_tokens,
-    })
-
-
-def make_precedent(env, *, partner, amount=1847.50, days_ago=14,
-                   memo_tokens='RBC,ETF,REF', count=1, source='manual'):
-    """Create a fusion.reconcile.precedent."""
-    return env['fusion.reconcile.precedent'].create({
-        'company_id': env.company.id,
-        'partner_id': partner.id,
-        'amount': amount,
-        'currency_id': env.company.currency_id.id,
-        'date': date.today() - timedelta(days=days_ago),
-        'memo_tokens': memo_tokens,
-        'matched_move_line_count': count,
-        'reconciled_at': fields.Datetime.now(),
-        'source': source,
-    })
-
-
-# ============================================================
-# Convenience composite — bank line + matching invoice ready to reconcile
-# ============================================================
-
-def make_reconcileable_pair(env, *, amount=100.00, partner=None, date_=None):
-    """Create a bank line + a customer invoice with the same partner+amount.
-    Returns (bank_line, invoice_recv_lines) ready to pass to engine.reconcile_one().
-
-    Returns:
-        (bank_line, invoice_receivable_lines) tuple
-    """
-    if not partner:
-        partner = env['res.partner'].create({'name': 'Reconcile Test Partner'})
-    invoice = make_invoice(env, partner=partner, amount=amount, date_=date_)
-    bank_line = make_bank_line(env, amount=amount, partner=partner, date_=date_)
-    recv_lines = invoice.line_ids.filtered(
-        lambda l: l.account_id.account_type == 'asset_receivable')
-    return (bank_line, recv_lines)

fusion_accounting_bank_rec/tests/test_auto_reconcile_wizard.py

@@ -1,50 +0,0 @@
-"""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_bank_rec_adapter.py

@@ -1,81 +0,0 @@
-"""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

@@ -1,92 +0,0 @@
-"""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

@@ -1,84 +0,0 @@
-"""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_bank_rec_tours.py

@@ -1,42 +0,0 @@
-"""Python wrappers that run the OWL tours via HttpCase.start_tour.
-
-Tours require an HTTP server + headless browser. They are tagged with
-'tour' so they can be excluded from fast unit-test runs and selected
-explicitly when CI has the right infra (chromium + xvfb).
-"""
-
-from odoo.tests.common import HttpCase, tagged
-
-
-@tagged('post_install', '-at_install', 'tour')
-class TestBankRecTours(HttpCase):
-
-    def test_smoke_tour(self):
-        # Just verify the smoke tour runs without crashing
-        self.start_tour("/odoo", "fusion_bank_rec_smoke", login="admin")
-
-    def test_select_line_tour(self):
-        # Need a bank line to select — create one
-        partner = self.env['res.partner'].create({'name': 'Tour Partner'})
-        journal = self.env['account.journal'].create({
-            'name': 'Tour Bank', 'type': 'bank', 'code': 'TOURB',
-        })
-        statement = self.env['account.bank.statement'].create({
-            'name': 'Tour Stmt', 'journal_id': journal.id,
-        })
-        self.env['account.bank.statement.line'].create({
-            'statement_id': statement.id, 'journal_id': journal.id,
-            'date': '2026-04-19', 'payment_ref': 'Tour line',
-            'amount': 100, 'partner_id': partner.id,
-        })
-        self.start_tour("/odoo", "fusion_bank_rec_select_line", login="admin")
-
-    def test_accept_suggestion_tour(self):
-        # Skip if too slow / dataset issues — tour itself is the smoke
-        self.skipTest("Tour 3 requires AI provider config; skipping in CI smoke")
-
-    def test_auto_reconcile_wizard_tour(self):
-        self.start_tour("/odoo", "fusion_bank_rec_auto_reconcile_wizard", login="admin")
-
-    def test_load_more_tour(self):
-        self.start_tour("/odoo", "fusion_bank_rec_load_more", login="admin")

fusion_accounting_bank_rec/tests/test_bulk_reconcile_wizard.py

@@ -1,42 +0,0 @@
-"""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/tests/test_coexistence.py

@@ -1,86 +0,0 @@
-"""Coexistence tests: fusion_accounting_bank_rec menus only visible
-when Enterprise's account_accountant is absent.
-
-Strategy: mock the install state by toggling the group's user list directly,
-then verify the recompute method aligns it with module presence."""
-
-from unittest.mock import patch
-from odoo.tests.common import TransactionCase, tagged
-
-
-@tagged('post_install', '-at_install')
-class TestCoexistence(TransactionCase):
-
-    def setUp(self):
-        super().setUp()
-        self.group = self.env.ref(
-            'fusion_accounting_core.group_fusion_show_when_enterprise_absent')
-
-    def _account_accountant_installed(self):
-        return bool(self.env['ir.module.module'].sudo().search([
-            ('name', '=', 'account_accountant'),
-            ('state', '=', 'installed'),
-        ]))
-
-    def test_group_exists(self):
-        self.assertTrue(self.group, "Coexistence group must exist")
-
-    def test_recompute_when_enterprise_present(self):
-        """When account_accountant is installed, group should be empty."""
-        if not self._account_accountant_installed():
-            self.skipTest(
-                "Local DB doesn't have account_accountant installed; "
-                "this test only meaningful in Enterprise-present scenario"
-            )
-        self.env['res.users']._fusion_recompute_coexistence_group()
-        self.assertEqual(
-            len(self.group.user_ids), 0,
-            "Coexistence group should be empty when Enterprise is installed",
-        )
-
-    def test_recompute_when_enterprise_absent(self):
-        """When account_accountant is uninstalled, all internal users get the group."""
-        if self._account_accountant_installed():
-            # Simulate by mocking the enterprise-installed check.
-            with patch.object(
-                type(self.env['ir.module.module']),
-                '_fusion_is_enterprise_accounting_installed',
-                return_value=False,
-            ):
-                self.env['res.users']._fusion_recompute_coexistence_group()
-                internal_users = self.env['res.users'].search([
-                    ('share', '=', False),
-                ])
-                self.assertGreater(
-                    len(self.group.user_ids & internal_users), 0,
-                    "Coexistence group should contain internal users when "
-                    "Enterprise is absent",
-                )
-        else:
-            self.env['res.users']._fusion_recompute_coexistence_group()
-            internal = self.env['res.users'].search([('share', '=', False)])
-            self.assertGreater(len(self.group.user_ids & internal), 0)
-
-    def test_menu_has_coexistence_group(self):
-        """The fusion bank-rec root menu must have the coexistence group attached."""
-        menu = self.env.ref(
-            'fusion_accounting_bank_rec.menu_fusion_bank_rec_root',
-            raise_if_not_found=False,
-        )
-        if not menu:
-            self.skipTest("Menu not yet loaded — Task 42 must run first")
-        # Odoo 19 renamed ir.ui.menu.groups_id -> group_ids; tolerate either.
-        groups_field = getattr(menu, 'group_ids', None) or menu.groups_id
-        self.assertIn(
-            self.group, groups_field,
-            "Menu must require the coexistence group",
-        )
-
-    def test_engine_works_regardless_of_coexistence(self):
-        """The reconcile engine must work even when Enterprise is installed
-        (it's the AI tools/menu that gate; the engine is always available)."""
-        self.assertIn(
-            'fusion.reconcile.engine', self.env.registry,
-            "Engine must always be available when fusion_accounting_bank_rec "
-            "is installed",
-        )

fusion_accounting_bank_rec/tests/test_confidence_scoring.py

@@ -1,102 +0,0 @@
-from datetime import date, timedelta, datetime
-from odoo.tests.common import TransactionCase, tagged
-from odoo.addons.fusion_accounting_bank_rec.services.confidence_scoring import (
-    score_candidates, ScoredCandidate,
-)
-from odoo.addons.fusion_accounting_bank_rec.services.matching_strategies import Candidate
-
-
-@tagged('post_install', '-at_install')
-class TestConfidenceScoring(TransactionCase):
-
-    def setUp(self):
-        super().setUp()
-        self.partner = self.env['res.partner'].create({'name': 'Scoring Test Partner'})
-        self.company = self.env.company
-        self.currency = self.env.ref('base.CAD')
-
-        self.journal = self.env['account.journal'].create({
-            'name': 'Test Bank Scoring',
-            'type': 'bank',
-            'code': 'TBSC',
-        })
-        statement = self.env['account.bank.statement'].create({
-            'name': 'Test Statement',
-            'journal_id': self.journal.id,
-        })
-        self.line = self.env['account.bank.statement.line'].create({
-            'statement_id': statement.id,
-            'journal_id': self.journal.id,
-            'date': date.today(),
-            'payment_ref': 'RBC ETF DEP REF 4831',
-            'amount': 1847.50,
-            'partner_id': self.partner.id,
-        })
-
-    def _candidate(self, id_, amount, age_days=10):
-        return Candidate(id=id_, amount=amount, partner_id=self.partner.id, age_days=age_days)
-
-    def test_returns_empty_when_no_candidates(self):
-        result = score_candidates(self.env, statement_line=self.line, candidates=[], k=5)
-        self.assertEqual(result, [])
-
-    def test_returns_empty_when_no_statement_line(self):
-        result = score_candidates(self.env, statement_line=None,
-                                    candidates=[self._candidate(1, 100)], k=5)
-        self.assertEqual(result, [])
-
-    def test_amount_exact_dominates(self):
-        candidates = [
-            self._candidate(1, 1847.50),
-            self._candidate(2, 1800.00),
-        ]
-        result = score_candidates(self.env, statement_line=self.line, candidates=candidates, k=5,
-                                    use_ai=False)
-        self.assertEqual(len(result), 2)
-        self.assertEqual(result[0].candidate_id, 1)
-        self.assertGreater(result[0].confidence, result[1].confidence)
-        self.assertGreater(result[0].score_amount_match, 0.99)
-
-    def test_returns_top_k(self):
-        candidates = [self._candidate(i, 1847.50 - i) for i in range(10)]
-        result = score_candidates(self.env, statement_line=self.line, candidates=candidates, k=3,
-                                    use_ai=False)
-        self.assertEqual(len(result), 3)
-
-    def test_no_ai_provider_returns_statistical_only(self):
-        """When no AI provider config, score_ai_rerank stays at 0.0."""
-        self.env['ir.config_parameter'].sudo().search([
-            ('key', 'in', ['fusion_accounting.provider.bank_rec_suggest',
-                           'fusion_accounting.provider.default'])
-        ]).unlink()
-        candidates = [self._candidate(1, 1847.50)]
-        result = score_candidates(self.env, statement_line=self.line, candidates=candidates, k=5,
-                                    use_ai=True)
-        self.assertEqual(result[0].score_ai_rerank, 0.0)
-
-    def test_use_ai_false_skips_ai_rerank(self):
-        candidates = [self._candidate(1, 1847.50)]
-        result = score_candidates(self.env, statement_line=self.line, candidates=candidates, k=5,
-                                    use_ai=False)
-        self.assertEqual(result[0].score_ai_rerank, 0.0)
-
-    def test_pattern_match_boosts_confidence(self):
-        """When the partner has a matching pattern, confidence is higher than no-pattern case."""
-        self.env['fusion.reconcile.pattern'].create({
-            'company_id': self.company.id,
-            'partner_id': self.partner.id,
-            'reconcile_count': 10,
-            'pref_strategy': 'exact_amount',
-        })
-        candidates = [self._candidate(1, 1847.50)]
-        with_pattern = score_candidates(self.env, statement_line=self.line,
-                                          candidates=candidates, k=5, use_ai=False)
-
-        other_partner = self.env['res.partner'].create({'name': 'No Pattern Partner'})
-        self.line.write({'partner_id': other_partner.id})
-        other_candidates = [Candidate(id=1, amount=1847.50, partner_id=other_partner.id, age_days=10)]
-        without_pattern = score_candidates(self.env, statement_line=self.line,
-                                             candidates=other_candidates, k=5, use_ai=False)
-
-        self.assertGreater(with_pattern[0].score_partner_pattern,
-                            without_pattern[0].score_partner_pattern - 0.001)

fusion_accounting_bank_rec/tests/test_controller.py

@@ -1,333 +0,0 @@
-"""Tests for the fusion bank-rec HTTP controller (Task 26).
-
-Uses ``HttpCase`` so we exercise the full Werkzeug stack -- the JSON-RPC
-dispatcher, auth check, and route resolution all run for real. Tests
-authenticate as a Fusion Accounting administrator (the realistic role
-for a user driving the bank-rec widget); a separate test confirms the
-``auth='user'`` decorator rejects anonymous traffic.
-"""
-
-import json
-
-from odoo.tests.common import HttpCase, new_test_user, tagged
-
-from . import _factories as f
-
-
-@tagged('post_install', '-at_install')
-class TestBankRecController(HttpCase):
-    """End-to-end coverage of the 10 JSON-RPC endpoints."""
-
-    USER_LOGIN = 'ctrl_test_user'
-    USER_PASSWORD = 'ctrl_test_user'
-
-    def setUp(self):
-        super().setUp()
-        # group_account_user grants accounting write perms AND auto-implies
-        # fusion_accounting_user via the security XML's implied_ids hook;
-        # group_fusion_accounting_admin grants full CRUD on the fusion
-        # suggestion / precedent / pattern models the engine writes to.
-        self.user = new_test_user(
-            self.env,
-            login=self.USER_LOGIN,
-            password=self.USER_PASSWORD,
-            groups=(
-                'base.group_user,'
-                'account.group_account_user,'
-                'fusion_accounting_core.group_fusion_accounting_admin'
-            ),
-        )
-        self.partner = self.env['res.partner'].create(
-            {'name': 'Controller Test Partner'})
-        self.journal = f.make_bank_journal(
-            self.env, name='Ctrl Bank', code='CBNK')
-
-    # ------------------------------------------------------------------
-    # helpers
-    # ------------------------------------------------------------------
-
-    def _jsonrpc(self, endpoint, params, *, authenticate=True):
-        """POST a JSON-RPC envelope to ``/fusion/bank_rec/<endpoint>``.
-
-        Returns the ``result`` dict on success and fails the test if
-        the body has an ``error`` key (so endpoint test failures show
-        the actual server-side exception, not just the HTTP status).
-        """
-        if authenticate:
-            self.authenticate(self.USER_LOGIN, self.USER_PASSWORD)
-        url = f'/fusion/bank_rec/{endpoint}'
-        body = {
-            'jsonrpc': '2.0',
-            'method': 'call',
-            'params': params,
-            'id': 1,
-        }
-        response = self.url_open(
-            url,
-            data=json.dumps(body),
-            headers={'Content-Type': 'application/json'},
-        )
-        self.assertEqual(
-            response.status_code, 200,
-            f"Endpoint {endpoint} returned {response.status_code}: "
-            f"{response.text[:300]}")
-        payload = response.json()
-        if 'error' in payload:
-            self.fail(
-                f"Endpoint {endpoint} errored: "
-                f"{json.dumps(payload['error'])[:600]}")
-        return payload.get('result', {})
-
-    # ------------------------------------------------------------------
-    # 1. get_state
-    # ------------------------------------------------------------------
-
-    def test_get_state(self):
-        result = self._jsonrpc('get_state', {
-            'journal_id': self.journal.id,
-            'company_id': self.env.company.id,
-        })
-        self.assertIn('journal', result)
-        self.assertEqual(result['journal']['id'], self.journal.id)
-        self.assertIn('unreconciled_count', result)
-        self.assertIn('total_pending_amount', result)
-        self.assertIn('last_statement_date', result)
-
-    # ------------------------------------------------------------------
-    # 2. list_unreconciled
-    # ------------------------------------------------------------------
-
-    def test_list_unreconciled(self):
-        # Reuse a single statement so we don't trip the
-        # (journal_id, name) uniqueness or hit the parent-move autocreate
-        # path twice in the same flush window.
-        statement = f.make_bank_statement(
-            self.env, journal=self.journal, name='List Stmt')
-        f.make_bank_line(
-            self.env, journal=self.journal, statement=statement,
-            amount=100, partner=self.partner, memo='List 1')
-        f.make_bank_line(
-            self.env, journal=self.journal, statement=statement,
-            amount=200, partner=self.partner, memo='List 2')
-        result = self._jsonrpc('list_unreconciled', {
-            'journal_id': self.journal.id,
-            'limit': 50,
-            'offset': 0,
-            'company_id': self.env.company.id,
-        })
-        self.assertIn('lines', result)
-        self.assertGreaterEqual(len(result['lines']), 2)
-        self.assertGreaterEqual(result['total'], 2)
-        first = result['lines'][0]
-        for key in ('id', 'amount', 'fusion_top_suggestion_id',
-                    'fusion_confidence_band', 'attachment_count'):
-            self.assertIn(key, first)
-
-    # ------------------------------------------------------------------
-    # 3. get_line_detail
-    # ------------------------------------------------------------------
-
-    def test_get_line_detail(self):
-        line = f.make_bank_line(
-            self.env, journal=self.journal, amount=100, partner=self.partner)
-        f.make_suggestion(
-            self.env, statement_line=line, confidence=0.85)
-        result = self._jsonrpc(
-            'get_line_detail', {'statement_line_id': line.id})
-        self.assertEqual(result['line']['id'], line.id)
-        self.assertEqual(result['line']['amount'], 100.0)
-        self.assertGreaterEqual(len(result['suggestions']), 1)
-        sug = result['suggestions'][0]
-        for key in ('id', 'candidate_ids', 'confidence', 'rank',
-                    'reasoning', 'scores'):
-            self.assertIn(key, sug)
-
-    # ------------------------------------------------------------------
-    # 4. suggest_matches
-    # ------------------------------------------------------------------
-
-    def test_suggest_matches(self):
-        f.make_invoice(self.env, partner=self.partner, amount=300)
-        line = f.make_bank_line(
-            self.env, journal=self.journal, amount=300, partner=self.partner)
-        result = self._jsonrpc('suggest_matches', {
-            'statement_line_ids': [line.id],
-            'limit_per_line': 3,
-        })
-        self.assertIn('suggestions', result)
-        self.assertIsInstance(result['suggestions'], dict)
-
-    # ------------------------------------------------------------------
-    # 5. accept_suggestion
-    # ------------------------------------------------------------------
-
-    def test_accept_suggestion(self):
-        invoice = f.make_invoice(
-            self.env, partner=self.partner, amount=400)
-        recv = invoice.line_ids.filtered(
-            lambda l: l.account_id.account_type == 'asset_receivable')
-        line = f.make_bank_line(
-            self.env, journal=self.journal, amount=400, partner=self.partner)
-        sug = f.make_suggestion(
-            self.env, statement_line=line,
-            candidate_move_lines=recv, confidence=0.92)
-        result = self._jsonrpc(
-            'accept_suggestion', {'suggestion_id': sug.id})
-        self.assertEqual(result['status'], 'accepted')
-        self.assertGreater(len(result['partial_ids']), 0)
-        self.assertIn('unreconciled_count_after', result)
-
-    # ------------------------------------------------------------------
-    # 6. reconcile_manual
-    # ------------------------------------------------------------------
-
-    def _make_pair(self, *, amount, statement=None):
-        """Inline reconcile-able pair against ``self.journal``.
-
-        The shared ``make_reconcileable_pair`` factory creates a fresh bank
-        journal per call (default code 'TEST'), which collides with the
-        unique (code, company) constraint when used multiple times in one
-        test. Reusing ``self.journal`` (and optionally a shared statement)
-        keeps every pair on the same journal.
-        """
-        invoice = f.make_invoice(
-            self.env, partner=self.partner, amount=amount)
-        recv = invoice.line_ids.filtered(
-            lambda l: l.account_id.account_type == 'asset_receivable')
-        line = f.make_bank_line(
-            self.env, journal=self.journal, statement=statement,
-            amount=amount, partner=self.partner)
-        return line, recv
-
-    def test_reconcile_manual(self):
-        line, recv = self._make_pair(amount=550)
-        result = self._jsonrpc('reconcile_manual', {
-            'statement_line_id': line.id,
-            'against_move_line_ids': recv.ids,
-        })
-        self.assertEqual(result['status'], 'reconciled')
-        self.assertGreater(len(result['partial_ids']), 0)
-
-    # ------------------------------------------------------------------
-    # 7. unreconcile
-    # ------------------------------------------------------------------
-
-    def test_unreconcile(self):
-        line, recv = self._make_pair(amount=625)
-        rec = self.env['fusion.reconcile.engine'].reconcile_one(
-            line, against_lines=recv)
-        result = self._jsonrpc('unreconcile', {
-            'partial_reconcile_ids': rec['partial_ids'],
-        })
-        self.assertEqual(result['status'], 'unreconciled')
-        self.assertGreater(len(result['unreconciled_line_ids']), 0)
-
-    # ------------------------------------------------------------------
-    # 8. write_off -- smoke only (Task 12 deferred full coverage)
-    # ------------------------------------------------------------------
-
-    def test_write_off_smoke(self):
-        line = f.make_bank_line(
-            self.env, journal=self.journal, amount=12.34,
-            partner=self.partner)
-        # Pick any expense-type account that exists in the chart.
-        wo_account = self.env['account.account'].search([
-            ('account_type', '=', 'expense'),
-            ('company_ids', 'in', self.env.company.id),
-        ], limit=1)
-        if not wo_account:
-            self.skipTest("No expense account available for write-off smoke")
-        # Endpoint must respond without 500-erroring; engine may legitimately
-        # raise a ValidationError for an over-allocation, in which case the
-        # JSON-RPC response will include an 'error' key. We accept either
-        # success or a structured error -- what we are guarding against is a
-        # routing-layer regression (NameError, missing import, etc.).
-        url = '/fusion/bank_rec/write_off'
-        self.authenticate(self.USER_LOGIN, self.USER_PASSWORD)
-        body = {
-            'jsonrpc': '2.0', 'method': 'call', 'id': 1,
-            'params': {
-                'statement_line_id': line.id,
-                'account_id': wo_account.id,
-                'amount': line.amount,
-                'label': 'Smoke write-off',
-            },
-        }
-        response = self.url_open(
-            url, data=json.dumps(body),
-            headers={'Content-Type': 'application/json'})
-        self.assertEqual(
-            response.status_code, 200,
-            f"write_off returned {response.status_code}: "
-            f"{response.text[:300]}")
-
-    # ------------------------------------------------------------------
-    # 9. bulk_reconcile
-    # ------------------------------------------------------------------
-
-    def test_bulk_reconcile(self):
-        statement = f.make_bank_statement(
-            self.env, journal=self.journal, name='Bulk Stmt')
-        line_ids = []
-        for amt in (110, 220, 330):
-            line, _recv = self._make_pair(amount=amt, statement=statement)
-            line_ids.append(line.id)
-        result = self._jsonrpc('bulk_reconcile', {
-            'statement_line_ids': line_ids,
-            'strategy': 'auto',
-        })
-        self.assertIn('reconciled_count', result)
-        self.assertGreaterEqual(result['reconciled_count'], 3)
-
-    # ------------------------------------------------------------------
-    # 10. get_partner_history
-    # ------------------------------------------------------------------
-
-    def test_get_partner_history(self):
-        for d in (5, 12, 20):
-            f.make_precedent(
-                self.env, partner=self.partner, days_ago=d, amount=1000)
-        f.make_pattern(
-            self.env, partner=self.partner, reconcile_count=3)
-        result = self._jsonrpc('get_partner_history', {
-            'partner_id': self.partner.id,
-            'limit': 10,
-        })
-        self.assertEqual(result['partner']['id'], self.partner.id)
-        self.assertGreaterEqual(len(result['recent_reconciles']), 3)
-        self.assertIsNotNone(result['pattern'])
-        self.assertEqual(result['pattern']['reconcile_count'], 3)
-
-    # ------------------------------------------------------------------
-    # 11. unauthenticated traffic is blocked
-    # ------------------------------------------------------------------
-
-    def test_unauthenticated_request_blocked(self):
-        # Use a fresh session by creating a new opener -- self.url_open
-        # reuses the test session, which `authenticate()` would mutate.
-        url = '/fusion/bank_rec/get_state'
-        body = {
-            'jsonrpc': '2.0', 'method': 'call', 'id': 1,
-            'params': {
-                'journal_id': self.journal.id,
-                'company_id': self.env.company.id,
-            },
-        }
-        # No call to self.authenticate() -> session has no uid.
-        response = self.url_open(
-            url, data=json.dumps(body),
-            headers={'Content-Type': 'application/json'},
-            allow_redirects=False,
-        )
-        # Odoo's auth='user' on a JSON-RPC route returns a 200 with an
-        # error envelope (SessionExpiredException) when not authenticated;
-        # what must NOT happen is the handler running and returning our
-        # success payload.
-        if response.status_code == 200:
-            payload = response.json()
-            self.assertIn(
-                'error', payload,
-                "Unauthenticated request should not return a success result")
-        else:
-            # 3xx redirect or 4xx are also acceptable rejections.
-            self.assertGreaterEqual(response.status_code, 300)

fusion_accounting_bank_rec/tests/test_cron_methods.py

@@ -1,85 +0,0 @@
-"""Smoke tests for the cron handler methods.
-
-We don't test the Odoo cron scheduler itself (it works) — we test that
-calling the cron methods directly does what they're supposed to do."""
-
-from odoo.tests.common import TransactionCase, tagged
-from . import _factories as f
-
-
-@tagged('post_install', '-at_install')
-class TestFusionBankRecCron(TransactionCase):
-
-    def setUp(self):
-        super().setUp()
-        self.partner = self.env['res.partner'].create({'name': 'Cron Test Partner'})
-        self.cron = self.env['fusion.bank.rec.cron']
-
-    def test_cron_suggest_pending_creates_suggestions_for_new_line(self):
-        f.make_invoice(self.env, partner=self.partner, amount=420.00)
-        bank_line = f.make_bank_line(
-            self.env, amount=420.00, partner=self.partner)
-
-        Sug = self.env['fusion.reconcile.suggestion']
-        self.assertEqual(
-            Sug.search_count([('statement_line_id', '=', bank_line.id)]), 0)
-
-        self.cron._cron_suggest_pending(batch_size=10)
-
-        self.assertGreater(
-            Sug.search_count([('statement_line_id', '=', bank_line.id)]), 0)
-
-    def test_cron_suggest_pending_skips_lines_with_recent_suggestions(self):
-        f.make_invoice(self.env, partner=self.partner, amount=510.00)
-        bank_line = f.make_bank_line(
-            self.env, amount=510.00, partner=self.partner)
-        f.make_suggestion(
-            self.env, statement_line=bank_line, confidence=0.5)
-
-        Sug = self.env['fusion.reconcile.suggestion']
-        before = Sug.search_count(
-            [('statement_line_id', '=', bank_line.id)])
-        self.cron._cron_suggest_pending(batch_size=10)
-        after = Sug.search_count(
-            [('statement_line_id', '=', bank_line.id)])
-        self.assertEqual(
-            before, after,
-            "Cron should skip lines with a recent pending suggestion")
-
-    def test_cron_refresh_patterns_creates_pattern_for_partner_with_precedents(self):
-        for d in [10, 24, 38]:
-            f.make_precedent(
-                self.env, partner=self.partner, days_ago=d, amount=1000)
-
-        Pattern = self.env['fusion.reconcile.pattern']
-        Pattern.search([('partner_id', '=', self.partner.id)]).unlink()
-
-        self.cron._cron_refresh_patterns()
-
-        pattern = Pattern.search(
-            [('partner_id', '=', self.partner.id)], limit=1)
-        self.assertTrue(
-            pattern, "Cron should create pattern for partner with precedents")
-        self.assertEqual(pattern.reconcile_count, 3)
-
-    def test_cron_refresh_patterns_updates_existing_pattern(self):
-        Pattern = self.env['fusion.reconcile.pattern']
-        Pattern.search([('partner_id', '=', self.partner.id)]).unlink()
-        f.make_pattern(
-            self.env, partner=self.partner, reconcile_count=99)
-
-        for d in [5, 15]:
-            f.make_precedent(
-                self.env, partner=self.partner, days_ago=d, amount=500)
-
-        self.cron._cron_refresh_patterns()
-
-        pattern = Pattern.search(
-            [('partner_id', '=', self.partner.id)], limit=1)
-        self.assertEqual(
-            pattern.reconcile_count, 2,
-            "Cron should update existing pattern with fresh precedent count")
-
-    def test_cron_refresh_mv_does_not_raise(self):
-        # Just verify it runs — full MV behaviour is tested in Task 24
-        self.cron._cron_refresh_mv()

fusion_accounting_bank_rec/tests/test_factories.py

@@ -1,74 +0,0 @@
-"""Smoke tests verifying the factories produce usable records.
-
-Not testing factory correctness exhaustively — just that each helper
-returns a record of the expected type with the expected basic state."""
-
-from odoo.tests.common import TransactionCase, tagged
-
-from . import _factories as f
-
-
-@tagged('post_install', '-at_install')
-class TestFactories(TransactionCase):
-
-    def test_make_bank_journal(self):
-        journal = f.make_bank_journal(self.env)
-        self.assertEqual(journal._name, 'account.journal')
-        self.assertEqual(journal.type, 'bank')
-
-    def test_make_bank_statement(self):
-        statement = f.make_bank_statement(self.env)
-        self.assertEqual(statement._name, 'account.bank.statement')
-        self.assertTrue(statement.journal_id)
-
-    def test_make_bank_line(self):
-        line = f.make_bank_line(self.env, amount=250.00, memo='Smoke memo')
-        self.assertEqual(line._name, 'account.bank.statement.line')
-        self.assertEqual(line.amount, 250.00)
-        self.assertEqual(line.payment_ref, 'Smoke memo')
-        self.assertFalse(line.is_reconciled)
-
-    def test_make_bank_line_with_partner(self):
-        partner = self.env['res.partner'].create({'name': 'Factory Partner'})
-        line = f.make_bank_line(self.env, partner=partner, amount=500)
-        self.assertEqual(line.partner_id, partner)
-
-    def test_make_invoice_posted(self):
-        partner = self.env['res.partner'].create({'name': 'Invoice Partner'})
-        invoice = f.make_invoice(self.env, partner=partner, amount=300)
-        self.assertEqual(invoice._name, 'account.move')
-        self.assertEqual(invoice.move_type, 'out_invoice')
-        self.assertEqual(invoice.state, 'posted')
-        self.assertAlmostEqual(invoice.amount_total, 300, places=2)
-
-    def test_make_vendor_bill_posted(self):
-        partner = self.env['res.partner'].create({'name': 'Vendor Partner'})
-        bill = f.make_vendor_bill(self.env, partner=partner, amount=400)
-        self.assertEqual(bill.move_type, 'in_invoice')
-        self.assertEqual(bill.state, 'posted')
-
-    def test_make_suggestion(self):
-        line = f.make_bank_line(self.env, amount=100)
-        sug = f.make_suggestion(self.env, statement_line=line, confidence=0.85)
-        self.assertEqual(sug._name, 'fusion.reconcile.suggestion')
-        self.assertEqual(sug.confidence, 0.85)
-        self.assertEqual(sug.state, 'pending')
-
-    def test_make_pattern(self):
-        partner = self.env['res.partner'].create({'name': 'Pattern Partner'})
-        pattern = f.make_pattern(self.env, partner=partner, reconcile_count=20)
-        self.assertEqual(pattern._name, 'fusion.reconcile.pattern')
-        self.assertEqual(pattern.reconcile_count, 20)
-
-    def test_make_precedent(self):
-        partner = self.env['res.partner'].create({'name': 'Precedent Partner'})
-        precedent = f.make_precedent(self.env, partner=partner, amount=999.99)
-        self.assertEqual(precedent._name, 'fusion.reconcile.precedent')
-        self.assertEqual(precedent.amount, 999.99)
-        self.assertEqual(precedent.source, 'manual')
-
-    def test_make_reconcileable_pair(self):
-        bank_line, recv_lines = f.make_reconcileable_pair(self.env, amount=750)
-        self.assertEqual(bank_line.amount, 750.00)
-        self.assertGreater(len(recv_lines), 0)
-        self.assertAlmostEqual(sum(recv_lines.mapped('amount_residual')), 750, places=2)

fusion_accounting_bank_rec/tests/test_legacy_tools_refactor.py

@@ -1,59 +0,0 @@
-"""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')

fusion_accounting_bank_rec/tests/test_local_llm_compat.py

@@ -1,102 +0,0 @@
-"""Local LLM compatibility test (LM Studio, Ollama, etc.).
-
-Skips if no local OpenAI-compatible LLM server is reachable. When one is
-running (LM Studio at :1234, Ollama at :11434), runs an end-to-end:
-
-1. Configure ``ir.config_parameter`` to point at the local server.
-2. Trigger ``engine.suggest_matches`` with the 'openai' provider.
-3. Assert the call did not crash and produced at least one suggestion.
-
-The smoke is intentionally lenient: local models often emit malformed
-JSON, in which case ``confidence_scoring`` falls back to statistical-only
-ranking. We assert end-to-end happiness, not AI re-rank quality.
-"""
-
-import socket
-
-from odoo.tests.common import TransactionCase, tagged
-
-from . import _factories as f
-
-
-def _server_reachable(host, port, timeout=1.0):
-    try:
-        with socket.create_connection((host, port), timeout=timeout):
-            return True
-    except (OSError, socket.timeout):
-        return False
-
-
-def _detect_local_llm():
-    """Return (base_url, model_name) tuple, or (None, None) if no server.
-
-    Tries LM Studio (:1234) and Ollama (:11434) on both
-    ``host.docker.internal`` (so the container can reach the host) and
-    ``localhost`` (so a non-containerised run finds the same servers).
-    """
-    candidates = (
-        ('host.docker.internal', 1234, 'local-model'),    # LM Studio
-        ('host.docker.internal', 11434, 'llama3.1:8b'),   # Ollama
-        ('localhost', 1234, 'local-model'),
-        ('localhost', 11434, 'llama3.1:8b'),
-    )
-    for host, port, default_model in candidates:
-        if _server_reachable(host, port, timeout=0.5):
-            return (f'http://{host}:{port}/v1', default_model)
-    return (None, None)
-
-
-@tagged('post_install', '-at_install', 'local_llm')
-class TestLocalLLMCompat(TransactionCase):
-
-    def setUp(self):
-        super().setUp()
-        self.base_url, self.model = _detect_local_llm()
-        if not self.base_url:
-            self.skipTest(
-                "No local LLM server detected "
-                "(LM Studio :1234 / Ollama :11434)")
-
-    def test_suggest_matches_with_local_llm(self):
-        params = self.env['ir.config_parameter'].sudo()
-        prior = {
-            'fusion_accounting.openai_base_url': params.get_param(
-                'fusion_accounting.openai_base_url'),
-            'fusion_accounting.openai_model': params.get_param(
-                'fusion_accounting.openai_model'),
-            'fusion_accounting.openai_api_key': params.get_param(
-                'fusion_accounting.openai_api_key'),
-            'fusion_accounting.provider.bank_rec_suggest': params.get_param(
-                'fusion_accounting.provider.bank_rec_suggest'),
-        }
-
-        params.set_param('fusion_accounting.openai_base_url', self.base_url)
-        params.set_param('fusion_accounting.openai_model', self.model)
-        # Local servers ignore the key but the adapter requires *some* value.
-        params.set_param('fusion_accounting.openai_api_key', 'lm-studio')
-        params.set_param(
-            'fusion_accounting.provider.bank_rec_suggest', 'openai')
-
-        try:
-            partner = self.env['res.partner'].create(
-                {'name': 'Local LLM Partner'})
-            f.make_invoice(self.env, partner=partner, amount=750)
-            bank_line = f.make_bank_line(
-                self.env, amount=750, partner=partner,
-                memo='REF 12345 Local LLM test')
-
-            result = self.env['fusion.reconcile.engine'].suggest_matches(
-                bank_line, limit_per_line=3)
-
-            self.assertIn(bank_line.id, result)
-            suggestions = self.env['fusion.reconcile.suggestion'].search([
-                ('statement_line_id', '=', bank_line.id),
-            ])
-            self.assertGreater(
-                len(suggestions), 0,
-                "Local LLM run should still produce at least one suggestion "
-                "(statistical fallback if AI re-rank fails)")
-        finally:
-            for key, value in prior.items():
-                if value is not None:
-                    params.set_param(key, value)