feat(fusion_accounting_ai): 5 new financial reports AI tools
Adds financial_reports.py tools module with 5 fusion-engine-routed tools registered in TOOL_DISPATCH: - fusion_run_report - fusion_get_anomalies - fusion_generate_commentary - fusion_drill_down_report_line - fusion_compare_periods Each tool guards on 'fusion.report.engine' being in the registry and otherwise returns a structured error so the chat agent can surface a clear "module not installed" message. 6 new TransactionCase tests (including a TOOL_DISPATCH registration sanity check). Made-with: Cursor
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@@ -1,6 +1,6 @@
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{
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'name': 'Fusion Accounting Reports',
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'version': '19.0.1.0.15',
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'version': '19.0.1.0.16',
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'category': 'Accounting/Accounting',
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'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
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'description': """
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@@ -12,3 +12,4 @@ from . import test_fusion_report_commentary
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from . import test_fusion_report_anomaly
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from . import test_reports_controller
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from . import test_reports_adapter
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from . import test_fusion_report_tools
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81
fusion_accounting_reports/tests/test_fusion_report_tools.py
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81
fusion_accounting_reports/tests/test_fusion_report_tools.py
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@@ -0,0 +1,81 @@
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"""Tests for the 5 fusion AI tools registered in TOOL_DISPATCH."""
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from odoo.tests.common import TransactionCase, tagged
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from odoo.addons.fusion_accounting_ai.services.tools import financial_reports as tools
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@tagged('post_install', '-at_install')
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class TestFusionReportTools(TransactionCase):
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def test_fusion_run_report_pnl(self):
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result = tools.fusion_run_report(self.env, {
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'report_type': 'pnl',
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'date_from': '2026-01-01',
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'date_to': '2026-12-31',
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'company_id': self.env.company.id,
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})
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self.assertEqual(result['report_type'], 'pnl')
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self.assertIn('rows', result)
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self.assertIn('row_count', result)
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def test_fusion_get_anomalies(self):
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result = tools.fusion_get_anomalies(self.env, {
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'report_type': 'pnl',
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'date_from': '2026-01-01',
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'date_to': '2026-12-31',
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'comparison': 'previous_year',
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'company_id': self.env.company.id,
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})
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self.assertIn('anomalies', result)
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self.assertIn('count', result)
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def test_fusion_generate_commentary(self):
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result = tools.fusion_generate_commentary(self.env, {
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'report_type': 'pnl',
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'date_from': '2026-01-01',
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'date_to': '2026-12-31',
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'company_id': self.env.company.id,
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})
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self.assertIn('summary', result)
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self.assertIn('highlights', result)
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self.assertIn('concerns', result)
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self.assertIn('next_actions', result)
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def test_fusion_drill_down(self):
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line = self.env['account.move.line'].search(
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[('parent_state', '=', 'posted')], limit=1,
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)
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if not line:
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self.skipTest("No posted move lines")
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result = tools.fusion_drill_down_report_line(self.env, {
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'account_id': line.account_id.id,
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'date_from': str(line.date),
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'date_to': str(line.date),
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'company_id': line.company_id.id,
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})
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self.assertIn('rows', result)
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self.assertIn('count', result)
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def test_fusion_compare_periods(self):
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result = tools.fusion_compare_periods(self.env, {
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'report_type': 'pnl',
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'date_from': '2026-01-01',
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'date_to': '2026-12-31',
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'company_id': self.env.company.id,
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})
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self.assertEqual(result['report_type'], 'pnl')
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def test_tools_registered_in_dispatch(self):
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from odoo.addons.fusion_accounting_ai.services.tools import TOOL_DISPATCH
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for tool_name in [
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'fusion_run_report',
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'fusion_get_anomalies',
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'fusion_generate_commentary',
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'fusion_drill_down_report_line',
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'fusion_compare_periods',
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]:
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self.assertIn(
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tool_name, TOOL_DISPATCH,
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f"{tool_name} not registered in TOOL_DISPATCH",
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)
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