Files
Odoo-Modules/fusion_accounting_bank_rec/wizards/bulk_reconcile_wizard.py
gsinghpal 25f033d0c8 feat(fusion_accounting_bank_rec): bulk reconcile wizard for selected lines
TransientModel + view + binding action so users can select bank lines
from any list view and bulk-apply either engine.reconcile_batch or
a chosen reconcile model.

Made-with: Cursor
2026-04-19 13:17:58 -04:00

94 lines
3.7 KiB
Python

"""Bulk reconcile wizard — operates on user-selected records.
Reads active_ids from context (selected bank lines). Two modes:
1. Auto (run engine on all selected with chosen strategy)
2. Apply reconcile model (apply a chosen account.reconcile.model to all)
"""
from odoo import _, api, fields, models
from odoo.exceptions import UserError
class FusionBulkReconcileWizard(models.TransientModel):
_name = "fusion.bulk.reconcile.wizard"
_description = "Bulk Reconcile Selected Bank Lines Wizard"
statement_line_ids = fields.Many2many(
'account.bank.statement.line',
string="Selected Bank Lines",
default=lambda self: [(6, 0, self._default_line_ids())])
selected_count = fields.Integer(
compute='_compute_selected_count', string="# Selected")
mode = fields.Selection([
('auto', 'Auto (engine reconcile_batch)'),
('reconcile_model', 'Apply Reconcile Model'),
], default='auto', required=True)
strategy = fields.Selection([
('auto', 'Auto'),
('amount_exact', 'Amount Exact only'),
('fifo', 'FIFO only'),
('multi_invoice', 'Multi-invoice'),
], default='auto')
reconcile_model_id = fields.Many2one(
'account.reconcile.model', string="Reconcile Model",
domain=[('rule_type', '=', 'writeoff_button')])
state = fields.Selection(
[('draft', 'Draft'), ('done', 'Done')], default='draft')
reconciled_count = fields.Integer(readonly=True)
skipped_count = fields.Integer(readonly=True)
error_count = fields.Integer(readonly=True)
error_summary = fields.Text(readonly=True)
@api.model
def _default_line_ids(self):
ctx = self.env.context
if ctx.get('active_model') == 'account.bank.statement.line':
return ctx.get('active_ids', [])
return []
@api.depends('statement_line_ids')
def _compute_selected_count(self):
for w in self:
w.selected_count = len(w.statement_line_ids)
def action_run(self):
self.ensure_one()
if self.mode == 'auto':
result = self.env['fusion.reconcile.engine'].reconcile_batch(
self.statement_line_ids, strategy=self.strategy)
elif self.mode == 'reconcile_model':
if not self.reconcile_model_id:
raise UserError(_("Pick a reconcile model first."))
# Phase 1 fallback: apply the model line-by-line via the engine's
# write_off path (simplified — real reconcile-model semantics are
# more nuanced; full integration in Task 38 follow-up).
result = {'reconciled_count': 0, 'skipped': 0, 'errors': []}
for line in self.statement_line_ids:
try:
self.reconcile_model_id._apply_lines_for_bank_statement_line(line)
result['reconciled_count'] += 1
except Exception as e: # noqa: BLE001
result['errors'].append({'line_id': line.id, 'error': str(e)})
else:
result = {'reconciled_count': 0, 'skipped': 0, 'errors': []}
errors = result.get('errors', [])
self.write({
'state': 'done',
'reconciled_count': result.get('reconciled_count', 0),
'skipped_count': result.get('skipped', 0),
'error_count': len(errors),
'error_summary': '\n'.join(
f"Line {e['line_id']}: {e['error']}" for e in errors[:20]
) or False,
})
return {
'type': 'ir.actions.act_window',
'res_model': self._name,
'res_id': self.id,
'view_mode': 'form',
'target': 'new',
'context': self.env.context,
}