test(fusion_accounting_reports): balance sheet + trial balance integration

Made-with: Cursor

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.18',
+    'version': '19.0.1.0.19',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """

fusion_accounting_reports/tests/__init__.py

@@ -15,3 +15,4 @@ from . import test_reports_adapter
 from . import test_fusion_report_tools
 from . import test_engine_property
 from . import test_pnl_integration
+from . import test_bs_tb_integration

fusion_accounting_reports/tests/test_bs_tb_integration.py

@@ -0,0 +1,54 @@
+"""Integration tests for balance sheet + trial balance."""
+
+from datetime import date
+
+from odoo.tests.common import TransactionCase, tagged
+
+from odoo.addons.fusion_accounting_reports.services.date_periods import Period
+
+
+@tagged('post_install', '-at_install', 'integration')
+class TestBalanceSheetIntegration(TransactionCase):
+
+    def test_balance_sheet_includes_total_assets(self):
+        result = self.env['fusion.report.engine'].compute_balance_sheet(
+            date(2026, 12, 31), company_id=self.env.company.id)
+        labels = [r['label'] for r in result['rows']]
+        self.assertIn('TOTAL ASSETS', labels)
+        self.assertIn('TOTAL LIABILITIES', labels)
+        self.assertIn('TOTAL EQUITY', labels)
+
+    def test_balance_sheet_total_assets_is_subtotal(self):
+        result = self.env['fusion.report.engine'].compute_balance_sheet(
+            date(2026, 12, 31), company_id=self.env.company.id)
+        ta = next(
+            (r for r in result['rows'] if r['label'] == 'TOTAL ASSETS'),
+            None,
+        )
+        self.assertIsNotNone(ta)
+        self.assertTrue(ta['is_subtotal'])
+
+    def test_balance_sheet_returns_period(self):
+        result = self.env['fusion.report.engine'].compute_balance_sheet(
+            date(2026, 4, 19), company_id=self.env.company.id)
+        self.assertEqual(result['period']['date_to'], '2026-04-19')
+
+
+@tagged('post_install', '-at_install', 'integration')
+class TestTrialBalanceIntegration(TransactionCase):
+
+    def test_trial_balance_returns_all_5_groups(self):
+        period = Period(date(2026, 1, 1), date(2026, 12, 31), 'Test 2026')
+        result = self.env['fusion.report.engine'].compute_trial_balance(
+            period, company_id=self.env.company.id)
+        labels = [r['label'] for r in result['rows']]
+        for label in ('Assets', 'Liabilities', 'Equity', 'Income', 'Expenses'):
+            self.assertIn(label, labels)
+
+    def test_trial_balance_has_total_subtotal(self):
+        period = Period(date(2026, 1, 1), date(2026, 12, 31), 'Test 2026')
+        result = self.env['fusion.report.engine'].compute_trial_balance(
+            period, company_id=self.env.company.id)
+        last = result['rows'][-1]
+        self.assertEqual(last['label'], 'Total (should be 0)')
+        self.assertTrue(last['is_subtotal'])