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Odoo-Modules/fusion_accounting_bank_rec
gsinghpal 068a654c2b
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fix(fusion_accounting_bank_rec): test factory adapts to V19 Community semantics
After Enterprise's account_accountant is uninstalled,
account.bank.statement.journal_id reverts to its V19 Community definition
\u2014 a read-only computed field derived from line_ids.journal_id. Direct
writes are silently dropped (which is what was happening: 55 tests
errored with 'null value in column journal_id' because the test's
statement had no journal, and the line factory was reading
statement.journal_id (False) and passing that to the line create).

Fix:
- make_bank_statement now bootstraps the statement with one zero-amount
  line carrying journal_id, so the computed journal_id resolves correctly.
- make_bank_line no longer routes journal through the statement \u2014
  journal_id is set directly on the line (which is V19 Community's
  intended path; lines can exist standalone without a statement).

This is a test-only change; runtime behaviour is unchanged. Real users
creating bank lines via the UI already use the correct path.

Made-with: Cursor
2026-04-20 00:52:02 -04:00
..

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

# 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