Odoo-Modules/fusion_accounting_bank_rec/README.md

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