6e945dea95
Adds the foundation for AI confidence scoring: - fusion.reconcile.pattern: per-(company, partner) aggregate profile (volume, cadence, preferred matching strategy, memo signature, write-off habits) — recomputed nightly from precedents. - fusion.reconcile.precedent: per-historical-decision memory holding full feature vector + outcome, used by precedent_lookup for KNN scoring of new bank lines. Includes ACL rows for fusion accounting user (read) and admin (CRUD) groups. Manifest bumped to 19.0.1.0.1. Note: switched the pattern uniqueness rule from the deprecated _sql_constraints attribute to models.Constraint (Odoo 19 native API) so the unique(company_id, partner_id) is actually enforced at the PG level — _sql_constraints is silently ignored in 19. Made-with: Cursor
56 lines
2.0 KiB
Python
56 lines
2.0 KiB
Python
"""Per-partner bank reconciliation pattern aggregate.
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One row per (company_id, partner_id). Continuously summarises HOW this
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partner gets reconciled. Recomputed nightly via cron from the precedent
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table. Used as a feature input to confidence_scoring.
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"""
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from odoo import fields, models
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class FusionReconcilePattern(models.Model):
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_name = "fusion.reconcile.pattern"
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_description = "Per-partner bank reconciliation pattern aggregate"
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_rec_name = "partner_id"
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company_id = fields.Many2one('res.company', required=True, index=True,
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default=lambda self: self.env.company)
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partner_id = fields.Many2one('res.partner', required=True, index=True)
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# Volume + cadence
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reconcile_count = fields.Integer(default=0,
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help="Total past reconciles for this partner")
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typical_amount_range = fields.Char(
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help="e.g. '$1,200 – $2,400 (median $1,847.50)'")
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typical_cadence_days = fields.Float(
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help="Mean inter-reconcile days")
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typical_day_of_month = fields.Char(
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help="e.g. '1st, 15th'")
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# Matching strategy used historically
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pref_strategy = fields.Selection([
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('exact_amount', 'Exact-amount-first'),
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('fifo', 'FIFO oldest-due-first'),
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('multi_invoice', 'Multi-invoice consolidation'),
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('cherry_pick', 'Cherry-pick specific invoices'),
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])
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pref_account_id = fields.Many2one('account.account',
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help="Most-used target account")
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# Memo signature
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common_memo_tokens = fields.Char(
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help="Comma-separated tokens that appear in ≥30% of past reconciles")
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# Tax + write-off habits
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common_writeoff_account_id = fields.Many2one('account.account')
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common_writeoff_tax_id = fields.Many2one('account.tax')
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typical_writeoff_amount = fields.Float(
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help="e.g. 0.05 for rounding diffs")
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last_refreshed_at = fields.Datetime()
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_uniq_company_partner = models.Constraint(
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'unique(company_id, partner_id)',
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'One pattern row per (company, partner) — already exists.',
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)
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