775 lines
55 KiB
XML
775 lines
55 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<!-- Domain 1: Bank Reconciliation -->
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<record id="tool_get_unreconciled_bank_lines" model="fusion.accounting.tool">
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<field name="name">get_unreconciled_bank_lines</field>
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<field name="display_name_field">Get Unreconciled Bank Lines</field>
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<field name="description">List unreconciled bank statement lines with optional filters for journal, date range, and minimum amount.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer", "description": "Journal ID to filter by"}, "date_from": {"type": "string", "description": "Start date (YYYY-MM-DD)"}, "date_to": {"type": "string", "description": "End date (YYYY-MM-DD)"}, "min_amount": {"type": "number", "description": "Minimum absolute amount"}, "limit": {"type": "integer", "description": "Max records to return", "default": 50}}}</field>
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<field name="odoo_method">account.bank.statement.line.search_read</field>
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</record>
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<record id="tool_get_unreconciled_receipts" model="fusion.accounting.tool">
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<field name="name">get_unreconciled_receipts</field>
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<field name="display_name_field">Get Unreconciled Receipts</field>
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<field name="description">List unreconciled Outstanding Receipts entries on the specified account (default 1122).</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"account_code": {"type": "string", "description": "Account code prefix", "default": "1122"}}}</field>
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</record>
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<record id="tool_match_bank_line_to_payments" model="fusion.accounting.tool">
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<field name="name">match_bank_line_to_payments</field>
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<field name="display_name_field">Match Bank Line to Payments</field>
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<field name="description">Match a bank statement line to one or more payment journal items for reconciliation.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer", "description": "Bank statement line ID"}, "move_line_ids": {"type": "array", "items": {"type": "integer"}, "description": "Journal item IDs to match"}}, "required": ["statement_line_id", "move_line_ids"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_auto_reconcile_bank_lines" model="fusion.accounting.tool">
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<field name="name">auto_reconcile_bank_lines</field>
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<field name="display_name_field">Auto-Reconcile Bank Lines</field>
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<field name="description">Run Odoo's built-in auto-reconciliation engine on all unreconciled bank statement lines.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"company_id": {"type": "integer"}}}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_apply_reconcile_model" model="fusion.accounting.tool">
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<field name="name">apply_reconcile_model</field>
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<field name="display_name_field">Apply Reconciliation Model</field>
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<field name="description">Apply a specific reconciliation model to a bank statement line.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"model_id": {"type": "integer"}, "statement_line_id": {"type": "integer"}}, "required": ["model_id", "statement_line_id"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_unmatch_bank_line" model="fusion.accounting.tool">
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<field name="name">unmatch_bank_line</field>
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<field name="display_name_field">Unmatch Bank Line</field>
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<field name="description">Undo a bank statement line reconciliation.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer"}}, "required": ["statement_line_id"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_get_reconcile_suggestions" model="fusion.accounting.tool">
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<field name="name">get_reconcile_suggestions</field>
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<field name="display_name_field">Get Reconciliation Suggestions</field>
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<field name="description">Get available reconciliation models for a bank statement line.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer"}}, "required": ["statement_line_id"]}</field>
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</record>
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<record id="tool_sum_payments_by_date" model="fusion.accounting.tool">
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<field name="name">sum_payments_by_date</field>
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<field name="display_name_field">Sum Payments by Date</field>
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<field name="description">Sum payment journal items for a date range. IMPORTANT: You MUST pass journal_ids to filter to specific journals (e.g., the card/POS journal). Without journal_ids, returns totals across ALL company journals which will be misleadingly large. Use this to verify card batch deposit amounts against the card payment journal for the prior business day.</field>
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<field name="domain">bank_reconciliation</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}, "journal_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["date_from", "date_to"]}</field>
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</record>
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<!-- Domain 2: HST/GST Management -->
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<record id="tool_calculate_hst_balance" model="fusion.accounting.tool">
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<field name="name">calculate_hst_balance</field>
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<field name="display_name_field">Calculate HST Balance</field>
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<field name="description">Calculate net HST position (collected minus ITCs) for a period.</field>
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<field name="domain">hst_management</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
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</record>
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<record id="tool_get_tax_report" model="fusion.accounting.tool">
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<field name="name">get_tax_report</field>
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<field name="display_name_field">Get Tax Report</field>
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<field name="description">Generate a tax report for a period using Odoo's reporting engine.</field>
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<field name="domain">hst_management</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}, "report_ref": {"type": "string", "default": "account.generic_tax_report"}}}</field>
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</record>
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<record id="tool_find_missing_tax_invoices" model="fusion.accounting.tool">
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<field name="name">find_missing_tax_invoices</field>
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<field name="display_name_field">Find Missing Tax Invoices</field>
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<field name="description">Find customer invoices with taxable products but no tax applied.</field>
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<field name="domain">hst_management</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
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</record>
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<record id="tool_find_missing_itc_bills" model="fusion.accounting.tool">
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<field name="name">find_missing_itc_bills</field>
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<field name="display_name_field">Find Missing ITC Bills</field>
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<field name="description">Find vendor bills without input tax credits.</field>
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<field name="domain">hst_management</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
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</record>
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<record id="tool_get_tax_return_status" model="fusion.accounting.tool">
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<field name="name">get_tax_return_status</field>
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<field name="display_name_field">Get Tax Return Status</field>
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<field name="description">Check the status of periodic tax returns.</field>
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<field name="domain">hst_management</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<record id="tool_generate_tax_return" model="fusion.accounting.tool">
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<field name="name">generate_tax_return</field>
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<field name="display_name_field">Generate Tax Return</field>
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<field name="description">Refresh all tax return data.</field>
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<field name="domain">hst_management</field>
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<field name="tier">2</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_validate_tax_return" model="fusion.accounting.tool">
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<field name="name">validate_tax_return</field>
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<field name="display_name_field">Validate Tax Return</field>
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<field name="description">Mark a tax return as validated.</field>
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<field name="domain">hst_management</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"return_id": {"type": "integer"}}, "required": ["return_id"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<!-- Domain 3: Accounts Receivable -->
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<record id="tool_get_ar_aging" model="fusion.accounting.tool">
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<field name="name">get_ar_aging</field>
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<field name="display_name_field">Get AR Aging</field>
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<field name="description">Get accounts receivable aging buckets (current, 30, 60, 90+ days).</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<record id="tool_get_overdue_invoices" model="fusion.accounting.tool">
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<field name="name">get_overdue_invoices</field>
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<field name="display_name_field">Get Overdue Invoices</field>
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<field name="description">List invoices past due with partner contact information.</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"min_days_overdue": {"type": "integer", "default": 1}, "limit": {"type": "integer", "default": 50}}}</field>
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</record>
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<record id="tool_get_partner_balance" model="fusion.accounting.tool">
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<field name="name">get_partner_balance</field>
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<field name="display_name_field">Get Partner Balance</field>
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<field name="description">Get a single partner's AR balance and open items.</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer"}}, "required": ["partner_id"]}</field>
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</record>
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<record id="tool_send_followup" model="fusion.accounting.tool">
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<field name="name">send_followup</field>
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<field name="display_name_field">Send Follow-Up</field>
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<field name="description">Draft and send a follow-up email to a partner about overdue invoices.</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">2</field>
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<field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer"}, "send_email": {"type": "boolean"}, "print_letter": {"type": "boolean"}, "email_subject": {"type": "string"}, "body": {"type": "string"}}, "required": ["partner_id"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_get_followup_report" model="fusion.accounting.tool">
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<field name="name">get_followup_report</field>
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<field name="display_name_field">Get Follow-Up Report</field>
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<field name="description">Get the HTML follow-up report for a partner.</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer"}}, "required": ["partner_id"]}</field>
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</record>
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<record id="tool_reconcile_payment_to_invoice" model="fusion.accounting.tool">
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<field name="name">reconcile_payment_to_invoice</field>
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<field name="display_name_field">Reconcile Payment to Invoice</field>
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<field name="description">Match a payment to an invoice by reconciling journal items.</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"move_line_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["move_line_ids"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_get_unmatched_payments" model="fusion.accounting.tool">
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<field name="name">get_unmatched_payments</field>
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<field name="display_name_field">Get Unmatched Payments</field>
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<field name="description">List payments not matched to invoices.</field>
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<field name="domain">accounts_receivable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<!-- Domain 4: Accounts Payable -->
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<record id="tool_get_ap_aging" model="fusion.accounting.tool">
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<field name="name">get_ap_aging</field>
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<field name="display_name_field">Get AP Aging</field>
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<field name="description">Get accounts payable aging buckets.</field>
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<field name="domain">accounts_payable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<record id="tool_find_duplicate_bills" model="fusion.accounting.tool">
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<field name="name">find_duplicate_bills</field>
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<field name="display_name_field">Find Duplicate Bills</field>
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<field name="description">Detect potential duplicate vendor bills (same vendor + amount + date within window).</field>
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<field name="domain">accounts_payable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"window_days": {"type": "integer", "default": 7}}}</field>
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</record>
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<record id="tool_match_bill_to_po" model="fusion.accounting.tool">
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<field name="name">match_bill_to_po</field>
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<field name="display_name_field">Match Bill to PO</field>
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<field name="description">Cross-reference bill lines to purchase order lines.</field>
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<field name="domain">accounts_payable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"bill_id": {"type": "integer"}}, "required": ["bill_id"]}</field>
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</record>
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<record id="tool_get_unpaid_bills" model="fusion.accounting.tool">
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<field name="name">get_unpaid_bills</field>
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<field name="display_name_field">Get Unpaid Bills</field>
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<field name="description">List vendor bills with outstanding balance.</field>
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<field name="domain">accounts_payable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer"}, "limit": {"type": "integer", "default": 50}}}</field>
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</record>
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<record id="tool_verify_bill_taxes" model="fusion.accounting.tool">
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<field name="name">verify_bill_taxes</field>
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<field name="display_name_field">Verify Bill Taxes</field>
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<field name="description">Check that bill tax matches fiscal position expectation.</field>
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<field name="domain">accounts_payable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"bill_id": {"type": "integer"}}, "required": ["bill_id"]}</field>
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</record>
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<record id="tool_get_payment_schedule" model="fusion.accounting.tool">
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<field name="name">get_payment_schedule</field>
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<field name="display_name_field">Get Payment Schedule</field>
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<field name="description">Bills sorted by due date for cash planning.</field>
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<field name="domain">accounts_payable</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"days_ahead": {"type": "integer", "default": 30}}}</field>
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</record>
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<!-- Domain 5: Journal Review -->
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<record id="tool_find_wrong_direction_balances" model="fusion.accounting.tool">
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<field name="name">find_wrong_direction_balances</field>
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<field name="display_name_field">Find Wrong Direction Balances</field>
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<field name="description">Find accounts where balance direction contradicts account type.</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<record id="tool_find_duplicate_entries" model="fusion.accounting.tool">
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<field name="name">find_duplicate_entries</field>
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<field name="display_name_field">Find Duplicate Entries</field>
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<field name="description">Detect entries with matching partner + amount + date + journal.</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
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</record>
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<record id="tool_find_wrong_account_entries" model="fusion.accounting.tool">
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<field name="name">find_wrong_account_entries</field>
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<field name="display_name_field">Find Wrong Account Entries</field>
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<field name="description">Product lines on unlikely accounts (e.g., revenue on tax account).</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
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</record>
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<record id="tool_find_sequence_gaps" model="fusion.accounting.tool">
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<field name="name">find_sequence_gaps</field>
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<field name="display_name_field">Find Sequence Gaps</field>
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<field name="description">Find journal entries where made_sequence_gap is true.</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<record id="tool_find_draft_entries" model="fusion.accounting.tool">
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<field name="name">find_draft_entries</field>
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<field name="display_name_field">Find Draft Entries</field>
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<field name="description">Draft entries older than specified days that should be posted or deleted.</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"min_age_days": {"type": "integer", "default": 30}}}</field>
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</record>
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<record id="tool_find_unreconciled_suspense" model="fusion.accounting.tool">
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<field name="name">find_unreconciled_suspense</field>
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<field name="display_name_field">Find Unreconciled Suspense</field>
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<field name="description">Suspense/clearing accounts with non-zero balance.</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<record id="tool_verify_reconciliation_integrity" model="fusion.accounting.tool">
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<field name="name">verify_reconciliation_integrity</field>
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<field name="display_name_field">Verify Reconciliation Integrity</field>
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<field name="description">Check account.partial.reconcile consistency.</field>
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<field name="domain">journal_review</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {}}</field>
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</record>
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<!-- Domain 6: Month-End -->
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<record id="tool_get_close_checklist" model="fusion.accounting.tool">
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<field name="name">get_close_checklist</field>
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<field name="display_name_field">Get Close Checklist</field>
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<field name="description">Aggregate all domain checks into a period close checklist.</field>
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<field name="domain">month_end</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"period": {"type": "string", "description": "YYYY-MM format"}}}</field>
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</record>
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<record id="tool_get_unreconciled_counts" model="fusion.accounting.tool">
|
|
<field name="name">get_unreconciled_counts</field>
|
|
<field name="display_name_field">Get Unreconciled Counts</field>
|
|
<field name="description">Per-account count of unreconciled items.</field>
|
|
<field name="domain">month_end</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_find_entries_in_locked_period" model="fusion.accounting.tool">
|
|
<field name="name">find_entries_in_locked_period</field>
|
|
<field name="display_name_field">Find Entries in Locked Period</field>
|
|
<field name="description">Find entries after lock dates.</field>
|
|
<field name="domain">month_end</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_get_accrual_status" model="fusion.accounting.tool">
|
|
<field name="name">get_accrual_status</field>
|
|
<field name="display_name_field">Get Accrual Status</field>
|
|
<field name="description">Balance on accrual accounts (vacation, sick, etc.).</field>
|
|
<field name="domain">month_end</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"account_codes": {"type": "array", "items": {"type": "string"}}}}</field>
|
|
</record>
|
|
<record id="tool_run_hash_integrity_check" model="fusion.accounting.tool">
|
|
<field name="name">run_hash_integrity_check</field>
|
|
<field name="display_name_field">Run Hash Integrity Check</field>
|
|
<field name="description">Verify journal entry hash chain integrity.</field>
|
|
<field name="domain">month_end</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_get_period_summary" model="fusion.accounting.tool">
|
|
<field name="name">get_period_summary</field>
|
|
<field name="display_name_field">Get Period Summary</field>
|
|
<field name="description">Trial balance for the closing period.</field>
|
|
<field name="domain">month_end</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}, "required": ["date_from", "date_to"]}</field>
|
|
</record>
|
|
|
|
<!-- Domain 7: Payroll Verification -->
|
|
<record id="tool_get_payroll_entries" model="fusion.accounting.tool">
|
|
<field name="name">get_payroll_entries</field>
|
|
<field name="display_name_field">Get Payroll Entries</field>
|
|
<field name="description">Journal entries in payroll-related journals.</field>
|
|
<field name="domain">payroll_verification</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}, "journal_id": {"type": "integer"}}}</field>
|
|
</record>
|
|
<record id="tool_compare_payroll_to_bank" model="fusion.accounting.tool">
|
|
<field name="name">compare_payroll_to_bank</field>
|
|
<field name="display_name_field">Compare Payroll to Bank</field>
|
|
<field name="description">Cross-reference payroll cheques to bank statement lines.</field>
|
|
<field name="domain">payroll_verification</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}, "required": ["date_from", "date_to"]}</field>
|
|
</record>
|
|
<record id="tool_verify_source_deductions" model="fusion.accounting.tool">
|
|
<field name="name">verify_source_deductions</field>
|
|
<field name="display_name_field">Verify Source Deductions</field>
|
|
<field name="description">CPP + EI + tax calculation verification against CRA tables.</field>
|
|
<field name="domain">payroll_verification</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_get_cra_remittance_status" model="fusion.accounting.tool">
|
|
<field name="name">get_cra_remittance_status</field>
|
|
<field name="display_name_field">Get CRA Remittance Status</field>
|
|
<field name="description">CRA payable balance vs payments made.</field>
|
|
<field name="domain">payroll_verification</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_find_unmatched_payroll_cheques" model="fusion.accounting.tool">
|
|
<field name="name">find_unmatched_payroll_cheques</field>
|
|
<field name="display_name_field">Find Unmatched Payroll Cheques</field>
|
|
<field name="description">Bank cheques without matching payroll entry.</field>
|
|
<field name="domain">payroll_verification</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
|
|
<!-- Domain 8: Inventory -->
|
|
<record id="tool_get_stock_valuation" model="fusion.accounting.tool">
|
|
<field name="name">get_stock_valuation</field>
|
|
<field name="display_name_field">Get Stock Valuation</field>
|
|
<field name="description">Stock In Hand balance and layers.</field>
|
|
<field name="domain">inventory</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_get_price_differences" model="fusion.accounting.tool">
|
|
<field name="name">get_price_differences</field>
|
|
<field name="display_name_field">Get Price Differences</field>
|
|
<field name="description">Entries on price difference account (PO price vs bill price).</field>
|
|
<field name="domain">inventory</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_get_cogs_ratio_by_category" model="fusion.accounting.tool">
|
|
<field name="name">get_cogs_ratio_by_category</field>
|
|
<field name="display_name_field">Get COGS Ratio</field>
|
|
<field name="description">COGS vs revenue per product category.</field>
|
|
<field name="domain">inventory</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_find_unusual_adjustments" model="fusion.accounting.tool">
|
|
<field name="name">find_unusual_adjustments</field>
|
|
<field name="display_name_field">Find Unusual Adjustments</field>
|
|
<field name="description">Large inventory adjustment entries.</field>
|
|
<field name="domain">inventory</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"threshold": {"type": "number", "default": 1000}}}</field>
|
|
</record>
|
|
<record id="tool_get_inventory_turnover" model="fusion.accounting.tool">
|
|
<field name="name">get_inventory_turnover</field>
|
|
<field name="display_name_field">Get Inventory Turnover</field>
|
|
<field name="description">Sales vs average inventory calculation.</field>
|
|
<field name="domain">inventory</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
|
|
<!-- Domain 9: ADP -->
|
|
<record id="tool_get_adp_receivable_aging" model="fusion.accounting.tool">
|
|
<field name="name">get_adp_receivable_aging</field>
|
|
<field name="display_name_field">Get ADP Receivable Aging</field>
|
|
<field name="description">Aging on ADP Receivable account (1101).</field>
|
|
<field name="domain">adp</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_match_adp_payment_to_invoice" model="fusion.accounting.tool">
|
|
<field name="name">match_adp_payment_to_invoice</field>
|
|
<field name="display_name_field">Match ADP Payment to Invoice</field>
|
|
<field name="description">Match ADP deposit to ADP invoices.</field>
|
|
<field name="domain">adp</field>
|
|
<field name="tier">3</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"move_line_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["move_line_ids"]}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
<record id="tool_verify_adp_split" model="fusion.accounting.tool">
|
|
<field name="name">verify_adp_split</field>
|
|
<field name="display_name_field">Verify ADP Split</field>
|
|
<field name="description">Check customer + ADP portion = invoice total.</field>
|
|
<field name="domain">adp</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"invoice_id": {"type": "integer"}}, "required": ["invoice_id"]}</field>
|
|
</record>
|
|
<record id="tool_find_adp_without_payment" model="fusion.accounting.tool">
|
|
<field name="name">find_adp_without_payment</field>
|
|
<field name="display_name_field">Find ADP Without Payment</field>
|
|
<field name="description">ADP invoices without matching government deposit.</field>
|
|
<field name="domain">adp</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_get_adp_summary" model="fusion.accounting.tool">
|
|
<field name="name">get_adp_summary</field>
|
|
<field name="display_name_field">Get ADP Summary</field>
|
|
<field name="description">Period summary of ADP billing vs collection.</field>
|
|
<field name="domain">adp</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
|
|
<!-- Domain 10: Reporting -->
|
|
<record id="tool_get_profit_loss" model="fusion.accounting.tool">
|
|
<field name="name">get_profit_loss</field>
|
|
<field name="display_name_field">Get Profit & Loss</field>
|
|
<field name="description">Generate P&L report for a period.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_get_balance_sheet" model="fusion.accounting.tool">
|
|
<field name="name">get_balance_sheet</field>
|
|
<field name="display_name_field">Get Balance Sheet</field>
|
|
<field name="description">Generate balance sheet report.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_get_trial_balance" model="fusion.accounting.tool">
|
|
<field name="name">get_trial_balance</field>
|
|
<field name="display_name_field">Get Trial Balance</field>
|
|
<field name="description">Generate trial balance report.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_get_cash_flow" model="fusion.accounting.tool">
|
|
<field name="name">get_cash_flow</field>
|
|
<field name="display_name_field">Get Cash Flow</field>
|
|
<field name="description">Generate cash flow statement.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_compare_periods" model="fusion.accounting.tool">
|
|
<field name="name">compare_periods</field>
|
|
<field name="display_name_field">Compare Periods</field>
|
|
<field name="description">Two period reports side by side for comparison.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"report_ref": {"type": "string"}, "period1_from": {"type": "string"}, "period1_to": {"type": "string"}, "period2_from": {"type": "string"}, "period2_to": {"type": "string"}}, "required": ["period1_from", "period1_to", "period2_from", "period2_to"]}</field>
|
|
</record>
|
|
<record id="tool_answer_financial_question" model="fusion.accounting.tool">
|
|
<field name="name">answer_financial_question</field>
|
|
<field name="display_name_field">Answer Financial Question</field>
|
|
<field name="description">Natural language to report query for financial questions.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"question": {"type": "string"}}, "required": ["question"]}</field>
|
|
</record>
|
|
<record id="tool_export_report" model="fusion.accounting.tool">
|
|
<field name="name">export_report</field>
|
|
<field name="display_name_field">Export Report</field>
|
|
<field name="description">Export a report to PDF or XLSX.</field>
|
|
<field name="domain">reporting</field>
|
|
<field name="tier">2</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"report_ref": {"type": "string"}, "format": {"type": "string", "enum": ["pdf", "xlsx"]}, "date_from": {"type": "string"}, "date_to": {"type": "string"}}, "required": ["report_ref"]}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
|
|
<!-- Domain 11: Audit -->
|
|
<record id="tool_audit_posted_entry" model="fusion.accounting.tool">
|
|
<field name="name">audit_posted_entry</field>
|
|
<field name="display_name_field">Audit Posted Entry</field>
|
|
<field name="description">Run all entry-level checks on a single journal entry.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"move_id": {"type": "integer"}}, "required": ["move_id"]}</field>
|
|
</record>
|
|
<record id="tool_audit_account_balances" model="fusion.accounting.tool">
|
|
<field name="name">audit_account_balances</field>
|
|
<field name="display_name_field">Audit Account Balances</field>
|
|
<field name="description">Run all account-level checks (wrong direction, stale items).</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_audit_tax_compliance" model="fusion.accounting.tool">
|
|
<field name="name">audit_tax_compliance</field>
|
|
<field name="display_name_field">Audit Tax Compliance</field>
|
|
<field name="description">All tax checks (missing tax, wrong rate, exempt verification).</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_audit_reconciliation_integrity" model="fusion.accounting.tool">
|
|
<field name="name">audit_reconciliation_integrity</field>
|
|
<field name="display_name_field">Audit Reconciliation Integrity</field>
|
|
<field name="description">Verify partial/full reconcile consistency.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_check_hash_chain" model="fusion.accounting.tool">
|
|
<field name="name">check_hash_chain</field>
|
|
<field name="display_name_field">Check Hash Chain</field>
|
|
<field name="description">Verify journal entry hash chain integrity.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_check_sequence_gaps" model="fusion.accounting.tool">
|
|
<field name="name">check_sequence_gaps</field>
|
|
<field name="display_name_field">Check Sequence Gaps</field>
|
|
<field name="description">Check for sequence gaps in journals.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_flag_entry" model="fusion.accounting.tool">
|
|
<field name="name">flag_entry</field>
|
|
<field name="display_name_field">Flag Entry</field>
|
|
<field name="description">Create a chatter note on a journal entry with flag and recommendation.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">2</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"move_id": {"type": "integer"}, "flag": {"type": "string"}, "recommendation": {"type": "string"}}, "required": ["move_id"]}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
<record id="tool_get_audit_status" model="fusion.accounting.tool">
|
|
<field name="name">get_audit_status</field>
|
|
<field name="display_name_field">Get Audit Status</field>
|
|
<field name="description">Account audit status per tax return.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
</record>
|
|
<record id="tool_set_audit_status" model="fusion.accounting.tool">
|
|
<field name="name">set_audit_status</field>
|
|
<field name="display_name_field">Set Audit Status</field>
|
|
<field name="description">Update review status (todo / reviewed / supervised / anomaly).</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">2</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"status_id": {"type": "integer"}, "status": {"type": "string", "enum": ["todo", "reviewed", "supervised", "anomaly"]}}, "required": ["status_id", "status"]}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
<record id="tool_get_audit_trail" model="fusion.accounting.tool">
|
|
<field name="name">get_audit_trail</field>
|
|
<field name="display_name_field">Get Audit Trail</field>
|
|
<field name="description">Get mail.message history for a journal entry.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"move_id": {"type": "integer"}}, "required": ["move_id"]}</field>
|
|
</record>
|
|
<record id="tool_run_full_audit" model="fusion.accounting.tool">
|
|
<field name="name">run_full_audit</field>
|
|
<field name="display_name_field">Run Full Audit</field>
|
|
<field name="description">All checks across all domains for a period.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
<record id="tool_get_audit_report" model="fusion.accounting.tool">
|
|
<field name="name">get_audit_report</field>
|
|
<field name="display_name_field">Get Audit Report</field>
|
|
<field name="description">Summary of all audit findings with severity ratings.</field>
|
|
<field name="domain">audit</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
|
|
<!-- Domain 12: Payroll Management -->
|
|
<record id="tool_parse_payroll_summary" model="fusion.accounting.tool">
|
|
<field name="name">parse_payroll_summary</field>
|
|
<field name="display_name_field">Parse Payroll Summary</field>
|
|
<field name="description">Read pasted/uploaded payroll data from QBO or fusion_payroll.</field>
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<field name="domain">payroll_management</field>
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<field name="tier">1</field>
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<field name="parameters_schema">{"type": "object", "properties": {"data": {"type": "string"}}, "required": ["data"]}</field>
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</record>
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<record id="tool_create_payroll_journal_entry" model="fusion.accounting.tool">
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<field name="name">create_payroll_journal_entry</field>
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<field name="display_name_field">Create Payroll Journal Entry</field>
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<field name="description">Create a payroll journal entry with debit/credit lines.</field>
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<field name="domain">payroll_management</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer"}, "date": {"type": "string"}, "ref": {"type": "string"}, "lines": {"type": "array", "items": {"type": "object", "properties": {"account_id": {"type": "integer"}, "name": {"type": "string"}, "debit": {"type": "number"}, "credit": {"type": "number"}, "partner_id": {"type": "integer"}}}}}, "required": ["journal_id", "date", "lines"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
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</record>
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<record id="tool_match_payroll_cheques" model="fusion.accounting.tool">
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<field name="name">match_payroll_cheques</field>
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<field name="display_name_field">Match Payroll Cheques</field>
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<field name="description">Match bank cheques to payroll liabilities.</field>
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<field name="domain">payroll_management</field>
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<field name="tier">3</field>
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<field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer"}, "move_line_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["statement_line_id", "move_line_ids"]}</field>
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<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
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|
<record id="tool_prepare_cra_payment" model="fusion.accounting.tool">
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<field name="name">prepare_cra_payment</field>
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<field name="display_name_field">Prepare CRA Payment</field>
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<field name="description">Create CRA remittance payment entry.</field>
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<field name="domain">payroll_management</field>
|
|
<field name="tier">3</field>
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|
<field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer"}, "date": {"type": "string"}, "lines": {"type": "array"}}, "required": ["journal_id", "date", "lines"]}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
<record id="tool_generate_t4" model="fusion.accounting.tool">
|
|
<field name="name">generate_t4</field>
|
|
<field name="display_name_field">Generate T4</field>
|
|
<field name="description">Trigger T4 generation via fusion_payroll.</field>
|
|
<field name="domain">payroll_management</field>
|
|
<field name="tier">2</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
<record id="tool_generate_roe" model="fusion.accounting.tool">
|
|
<field name="name">generate_roe</field>
|
|
<field name="display_name_field">Generate ROE</field>
|
|
<field name="description">Trigger ROE generation via fusion_payroll.</field>
|
|
<field name="domain">payroll_management</field>
|
|
<field name="tier">2</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {}}</field>
|
|
<field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
|
|
</record>
|
|
<record id="tool_get_payroll_cost_report" model="fusion.accounting.tool">
|
|
<field name="name">get_payroll_cost_report</field>
|
|
<field name="display_name_field">Get Payroll Cost Report</field>
|
|
<field name="description">Period summary by employee/department.</field>
|
|
<field name="domain">payroll_management</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
|
|
</record>
|
|
|
|
<!-- HST Filing Workflow Tools (added 2026-04-03) -->
|
|
|
|
<record id="tool_search_partners" model="fusion.accounting.tool">
|
|
<field name="name">search_partners</field>
|
|
<field name="display_name_field">Search Partners</field>
|
|
<field name="description">Search for vendors/contacts by name keyword. Use this to resolve bank line descriptions (e.g., "AMAZON") to the correct Odoo partner record before creating bills. Pass supplier_only=true to filter to vendors only.</field>
|
|
<field name="domain">accounts_payable</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"keyword": {"type": "string", "description": "Name keyword to search (min 2 chars)"}, "supplier_only": {"type": "boolean", "description": "Only return suppliers/vendors"}, "limit": {"type": "integer"}}, "required": ["keyword"]}</field>
|
|
</record>
|
|
|
|
<record id="tool_find_similar_bank_lines" model="fusion.accounting.tool">
|
|
<field name="name">find_similar_bank_lines</field>
|
|
<field name="display_name_field">Find Similar Bank Lines</field>
|
|
<field name="description">Search past RECONCILED bank lines with similar payment_ref descriptions. Returns the expense account, tax treatment, and partner used for each historical match. Use this to check how similar expenses were coded in the past before proposing a new bill.</field>
|
|
<field name="domain">accounts_payable</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"keyword": {"type": "string", "description": "Keyword from payment_ref to search (min 3 chars)"}, "limit": {"type": "integer"}}, "required": ["keyword"]}</field>
|
|
</record>
|
|
|
|
<record id="tool_get_bank_line_details" model="fusion.accounting.tool">
|
|
<field name="name">get_bank_line_details</field>
|
|
<field name="display_name_field">Get Bank Line Details</field>
|
|
<field name="description">Get full details of a single unreconciled bank statement line. Also searches for existing vendor bills matching the amount and date, and suggests a partner based on the payment description. Use this to check if a bill already exists before creating a new one.</field>
|
|
<field name="domain">bank_reconciliation</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"line_id": {"type": "integer", "description": "Bank statement line ID"}}, "required": ["line_id"]}</field>
|
|
</record>
|
|
|
|
<record id="tool_create_vendor_bill" model="fusion.accounting.tool">
|
|
<field name="name">create_vendor_bill</field>
|
|
<field name="display_name_field">Create Vendor Bill</field>
|
|
<field name="description">[Tier 3: Requires user approval] Create a vendor bill (account.move in_invoice) with expense lines and tax. Use after confirming the expense details with the user. Pass post=true to auto-post the bill after creation.</field>
|
|
<field name="domain">accounts_payable</field>
|
|
<field name="tier">3</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer", "description": "Vendor partner ID"}, "invoice_date": {"type": "string", "description": "Bill date (YYYY-MM-DD)"}, "lines": {"type": "array", "items": {"type": "object", "properties": {"description": {"type": "string"}, "account_id": {"type": "integer"}, "price_unit": {"type": "number"}, "quantity": {"type": "number"}, "tax_ids": {"type": "array", "items": {"type": "integer"}}}}, "description": "Invoice line items"}, "post": {"type": "boolean", "description": "Auto-post the bill after creation"}}, "required": ["partner_id", "invoice_date", "lines"]}</field>
|
|
</record>
|
|
|
|
<record id="tool_register_bill_payment" model="fusion.accounting.tool">
|
|
<field name="name">register_bill_payment</field>
|
|
<field name="display_name_field">Register Bill Payment</field>
|
|
<field name="description">[Tier 3: Requires user approval] Register a payment on a posted vendor bill from a specific bank journal. Optionally reconcile the payment to a bank statement line. Use after create_vendor_bill to complete the full bill+payment+reconciliation flow.</field>
|
|
<field name="domain">accounts_payable</field>
|
|
<field name="tier">3</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"bill_id": {"type": "integer", "description": "Posted bill ID (account.move)"}, "journal_id": {"type": "integer", "description": "Bank journal ID for payment"}, "payment_date": {"type": "string", "description": "Payment date (YYYY-MM-DD)"}, "amount": {"type": "number", "description": "Payment amount (defaults to bill total)"}, "statement_line_id": {"type": "integer", "description": "Bank statement line ID to reconcile with"}}, "required": ["bill_id", "journal_id"]}</field>
|
|
</record>
|
|
|
|
<record id="tool_check_recurring_pattern" model="fusion.accounting.tool">
|
|
<field name="name">check_recurring_pattern</field>
|
|
<field name="display_name_field">Check Recurring Pattern</field>
|
|
<field name="description">Check if a bank line matches a known recurring payment pattern. Returns the historical account coding, HST treatment, partner, and reconciliation model if one exists. ALWAYS call this FIRST for every unreconciled bank line — if a recurring pattern exists, follow its instructions instead of asking the user. Pass line_id to auto-extract ref and amount.</field>
|
|
<field name="domain">bank_reconciliation</field>
|
|
<field name="tier">1</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"line_id": {"type": "integer", "description": "Bank statement line ID"}, "payment_ref": {"type": "string", "description": "Payment reference text (auto-extracted if line_id provided)"}, "amount": {"type": "number", "description": "Transaction amount (auto-extracted if line_id provided)"}}, "required": []}</field>
|
|
</record>
|
|
|
|
<record id="tool_match_internal_transfers" model="fusion.accounting.tool">
|
|
<field name="name">match_internal_transfers</field>
|
|
<field name="display_name_field">Match Internal Transfers</field>
|
|
<field name="description">[Tier 3: Requires user approval] Find and match inter-account transfers between two bank journals (e.g., Scotia Current ↔ Scotia Visa). Matches EXACT amounts within 2 days. ONLY matches when there is exactly one candidate — skips ambiguous cases. First call with execute=false to preview pairs, then execute=true to reconcile. Scotia Current=50, Scotia Visa=51, RBC Chequing=53, RBC Visa=28.</field>
|
|
<field name="domain">bank_reconciliation</field>
|
|
<field name="tier">3</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"journal_a_id": {"type": "integer", "description": "First bank journal ID"}, "journal_b_id": {"type": "integer", "description": "Second bank journal ID"}, "date_from": {"type": "string"}, "date_to": {"type": "string"}, "max_days_apart": {"type": "integer", "description": "Max days between matching lines (default 2)"}, "execute": {"type": "boolean", "description": "false=preview pairs only, true=actually reconcile"}}, "required": ["journal_a_id", "journal_b_id"]}</field>
|
|
</record>
|
|
|
|
<record id="tool_create_expense_entry" model="fusion.accounting.tool">
|
|
<field name="name">create_expense_entry</field>
|
|
<field name="display_name_field">Create Direct GL Expense</field>
|
|
<field name="description">[Tier 3: Requires user approval] Create a direct GL expense entry in the Miscellaneous Operations journal. Alternative to creating a vendor bill — posts immediately. If has_hst=true, automatically splits the amount into net expense + 13% HST ITC on the 2006 account. Use this for small expenses where a formal vendor bill is not needed.</field>
|
|
<field name="domain">hst_management</field>
|
|
<field name="tier">3</field>
|
|
<field name="parameters_schema">{"type": "object", "properties": {"date": {"type": "string", "description": "Entry date (YYYY-MM-DD)"}, "description": {"type": "string", "description": "Expense description"}, "expense_account_id": {"type": "integer", "description": "GL expense account ID"}, "amount": {"type": "number", "description": "Total amount including HST if applicable"}, "has_hst": {"type": "boolean", "description": "Whether HST (13%) is included in the amount"}, "bank_journal_id": {"type": "integer", "description": "Bank journal for the credit side"}}, "required": ["date", "description", "expense_account_id", "amount"]}</field>
|
|
</record>
|
|
</odoo>
|