2a41f48123
Pilot refactor per Task 13 Step 2 of phase-0 plan: route the bank-rec AI tool function through the data adapter so it works identically whether the install profile is fusion-native, Enterprise, or pure Community. Extends BankRecAdapter.list_unreconciled() with optional filter params (date_from, date_to, min_amount, company_id, and optional journal_id) and adds partner_name / journal_id / journal_name to the returned shape so the tool wrapper can preserve its existing outward return dict. All 6 data-adapter tests pass against westin-v19 (TestDataAdapterBase, TestBankRecAdapter, TestReportsAdapter, TestFollowupAdapter, TestAssetsAdapter). Made-with: Cursor
88 lines
3.8 KiB
Python
88 lines
3.8 KiB
Python
"""Bank reconciliation data adapter.
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Routes bank-rec data lookups across:
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- FUSION: fusion.bank.rec.widget (added by fusion_accounting_bank_rec, Phase 1)
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- ENTERPRISE: account_accountant's bank_rec_widget JS service
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- COMMUNITY: pure search on account.bank.statement.line
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"""
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from .base import DataAdapter
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from ._registry import register_adapter
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class BankRecAdapter(DataAdapter):
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FUSION_MODEL = 'fusion.bank.rec.widget'
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ENTERPRISE_MODULE = 'account_accountant'
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def list_unreconciled(self, journal_id=None, limit=100, date_from=None,
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date_to=None, min_amount=None, company_id=None):
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"""Return unreconciled bank statement lines.
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All filter params are optional; pass company_id to restrict results to
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a single company (the AI tools always do this).
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"""
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return self._dispatch(
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'list_unreconciled',
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journal_id=journal_id, limit=limit,
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date_from=date_from, date_to=date_to,
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min_amount=min_amount, company_id=company_id,
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)
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def list_unreconciled_via_fusion(self, journal_id=None, limit=100,
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date_from=None, date_to=None,
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min_amount=None, company_id=None):
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# Phase 1 will add fusion.bank.rec.widget; this method becomes the primary path.
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# For now: even when the model exists, delegate to community read shape.
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return self.list_unreconciled_via_community(
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journal_id=journal_id, limit=limit,
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date_from=date_from, date_to=date_to,
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min_amount=min_amount, company_id=company_id,
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)
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def list_unreconciled_via_enterprise(self, journal_id=None, limit=100,
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date_from=None, date_to=None,
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min_amount=None, company_id=None):
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# Enterprise's bank rec uses a JS-side service; from Python the cleanest
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# backend access is the same Community search (the data lives in
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# account.bank.statement.line either way). This adapter's purpose is
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# to expose a stable shape to AI tools regardless of which UI the user has.
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return self.list_unreconciled_via_community(
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journal_id=journal_id, limit=limit,
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date_from=date_from, date_to=date_to,
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min_amount=min_amount, company_id=company_id,
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)
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def list_unreconciled_via_community(self, journal_id=None, limit=100,
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date_from=None, date_to=None,
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min_amount=None, company_id=None):
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Line = self.env['account.bank.statement.line'].sudo()
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domain = [('is_reconciled', '=', False)]
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if journal_id is not None:
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domain.append(('journal_id', '=', journal_id))
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if company_id is not None:
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domain.append(('company_id', '=', company_id))
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if date_from:
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domain.append(('date', '>=', date_from))
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if date_to:
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domain.append(('date', '<=', date_to))
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if min_amount is not None:
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domain.append(('amount', '>=', min_amount))
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records = Line.search(domain, limit=limit, order='date desc, id desc')
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return [
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{
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'id': r.id,
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'date': r.date,
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'payment_ref': r.payment_ref,
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'amount': r.amount,
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'partner_id': r.partner_id.id if r.partner_id else None,
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'partner_name': r.partner_name or (r.partner_id.name if r.partner_id else None),
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'currency_id': r.currency_id.id if r.currency_id else None,
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'journal_id': r.journal_id.id,
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'journal_name': r.journal_id.name,
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}
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for r in records
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]
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register_adapter('bank_rec', BankRecAdapter)
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