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