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

fusion_accounting_ai/services/tools/__init__.py

@@ -9,11 +9,12 @@ from .inventory import TOOLS as INVENTORY_TOOLS
 from .adp import TOOLS as ADP_TOOLS
 from .reporting import TOOLS as REPORTING_TOOLS
 from .audit import TOOLS as AUDIT_TOOLS
+from .financial_reports import TOOLS as FINANCIAL_REPORTS_TOOLS
 
 TOOL_DISPATCH = {}
 for tools_dict in [
     BANK_RECON_TOOLS, HST_TOOLS, AR_TOOLS, AP_TOOLS, JOURNAL_TOOLS,
     MONTH_END_TOOLS, PAYROLL_TOOLS, INVENTORY_TOOLS, ADP_TOOLS,
-    REPORTING_TOOLS, AUDIT_TOOLS,
+    REPORTING_TOOLS, AUDIT_TOOLS, FINANCIAL_REPORTS_TOOLS,
 ]:
     TOOL_DISPATCH.update(tools_dict)

fusion_accounting_ai/services/tools/financial_reports.py

@@ -0,0 +1,127 @@
+"""Fusion-engine-routed AI tools for financial reports.
+
+These 5 tools route through ReportsAdapter's Phase-2 methods
+(run_fusion_report / get_anomalies / get_commentary), which in turn
+call fusion.report.engine when fusion_accounting_reports is installed.
+"""
+
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def _company_id(env, params):
+    raw = params.get('company_id')
+    return int(raw) if raw else env.company.id
+
+
+def fusion_run_report(env, params):
+    """Run a fusion financial report.
+
+    Params: report_type (pnl|balance_sheet|trial_balance|general_ledger),
+            date_from, date_to, comparison (none|previous_period|previous_year),
+            optional company_id.
+    """
+    if 'fusion.report.engine' not in env.registry:
+        return {'error': 'fusion_accounting_reports not installed'}
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'reports')
+    result = adapter.run_fusion_report(
+        report_type=params.get('report_type'),
+        date_from=params.get('date_from'),
+        date_to=params.get('date_to'),
+        comparison=params.get('comparison', 'none'),
+        company_id=_company_id(env, params),
+    )
+    rows = result.get('rows', [])
+    return {
+        'report_type': params.get('report_type'),
+        'period': result.get('period'),
+        'comparison_period': result.get('comparison_period'),
+        'row_count': len(rows),
+        'rows': rows,
+    }
+
+
+def fusion_get_anomalies(env, params):
+    """Detect variance anomalies in a report."""
+    if 'fusion.report.engine' not in env.registry:
+        return {'error': 'fusion_accounting_reports not installed'}
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'reports')
+    result = adapter.get_anomalies(
+        report_type=params.get('report_type'),
+        date_from=params.get('date_from'),
+        date_to=params.get('date_to'),
+        comparison=params.get('comparison', 'previous_year'),
+        company_id=_company_id(env, params),
+    )
+    anomalies = result.get('anomalies', [])
+    return {'count': len(anomalies), 'anomalies': anomalies}
+
+
+def fusion_generate_commentary(env, params):
+    """Generate AI commentary for a report."""
+    if 'fusion.report.engine' not in env.registry:
+        return {'error': 'fusion_accounting_reports not installed'}
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'reports')
+    result = adapter.get_commentary(
+        report_type=params.get('report_type'),
+        date_from=params.get('date_from'),
+        date_to=params.get('date_to'),
+        comparison=params.get('comparison', 'none'),
+        company_id=_company_id(env, params),
+    )
+    return {
+        'summary': result.get('summary', ''),
+        'highlights': result.get('highlights', []),
+        'concerns': result.get('concerns', []),
+        'next_actions': result.get('next_actions', []),
+    }
+
+
+def fusion_drill_down_report_line(env, params):
+    """Drill from a report line into the underlying journal items."""
+    if 'fusion.report.engine' not in env.registry:
+        return {'error': 'fusion_accounting_reports not installed'}
+    from datetime import datetime
+
+    from odoo.addons.fusion_accounting_reports.services.date_periods import (
+        Period,
+    )
+    date_from = params['date_from']
+    date_to = params['date_to']
+    if isinstance(date_from, str):
+        date_from = datetime.strptime(date_from, '%Y-%m-%d').date()
+    if isinstance(date_to, str):
+        date_to = datetime.strptime(date_to, '%Y-%m-%d').date()
+    period = Period(date_from=date_from, date_to=date_to, label='drill')
+    engine = env['fusion.report.engine']
+    rows = engine.drill_down(
+        account_id=int(params['account_id']),
+        period=period,
+        company_id=_company_id(env, params),
+    )
+    return {'count': len(rows), 'rows': rows}
+
+
+def fusion_compare_periods(env, params):
+    """Run a report with period comparison side-by-side.
+
+    Defaults comparison to 'previous_year' so callers get a comparison
+    column without specifying it explicitly.
+    """
+    return fusion_run_report(env, {
+        **params,
+        'comparison': params.get('comparison', 'previous_year'),
+    })
+
+
+TOOLS = {
+    'fusion_run_report': fusion_run_report,
+    'fusion_get_anomalies': fusion_get_anomalies,
+    'fusion_generate_commentary': fusion_generate_commentary,
+    'fusion_drill_down_report_line': fusion_drill_down_report_line,
+    'fusion_compare_periods': fusion_compare_periods,
+}

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.15',
+    'version': '19.0.1.0.16',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """

fusion_accounting_reports/tests/__init__.py

@@ -12,3 +12,4 @@ from . import test_fusion_report_commentary
 from . import test_fusion_report_anomaly
 from . import test_reports_controller
 from . import test_reports_adapter
+from . import test_fusion_report_tools

fusion_accounting_reports/tests/test_fusion_report_tools.py

@@ -0,0 +1,81 @@
+"""Tests for the 5 fusion AI tools registered in TOOL_DISPATCH."""
+
+from odoo.tests.common import TransactionCase, tagged
+
+from odoo.addons.fusion_accounting_ai.services.tools import financial_reports as tools
+
+
+@tagged('post_install', '-at_install')
+class TestFusionReportTools(TransactionCase):
+
+    def test_fusion_run_report_pnl(self):
+        result = tools.fusion_run_report(self.env, {
+            'report_type': 'pnl',
+            'date_from': '2026-01-01',
+            'date_to': '2026-12-31',
+            'company_id': self.env.company.id,
+        })
+        self.assertEqual(result['report_type'], 'pnl')
+        self.assertIn('rows', result)
+        self.assertIn('row_count', result)
+
+    def test_fusion_get_anomalies(self):
+        result = tools.fusion_get_anomalies(self.env, {
+            'report_type': 'pnl',
+            'date_from': '2026-01-01',
+            'date_to': '2026-12-31',
+            'comparison': 'previous_year',
+            'company_id': self.env.company.id,
+        })
+        self.assertIn('anomalies', result)
+        self.assertIn('count', result)
+
+    def test_fusion_generate_commentary(self):
+        result = tools.fusion_generate_commentary(self.env, {
+            'report_type': 'pnl',
+            'date_from': '2026-01-01',
+            'date_to': '2026-12-31',
+            'company_id': self.env.company.id,
+        })
+        self.assertIn('summary', result)
+        self.assertIn('highlights', result)
+        self.assertIn('concerns', result)
+        self.assertIn('next_actions', result)
+
+    def test_fusion_drill_down(self):
+        line = self.env['account.move.line'].search(
+            [('parent_state', '=', 'posted')], limit=1,
+        )
+        if not line:
+            self.skipTest("No posted move lines")
+        result = tools.fusion_drill_down_report_line(self.env, {
+            'account_id': line.account_id.id,
+            'date_from': str(line.date),
+            'date_to': str(line.date),
+            'company_id': line.company_id.id,
+        })
+        self.assertIn('rows', result)
+        self.assertIn('count', result)
+
+    def test_fusion_compare_periods(self):
+        result = tools.fusion_compare_periods(self.env, {
+            'report_type': 'pnl',
+            'date_from': '2026-01-01',
+            'date_to': '2026-12-31',
+            'company_id': self.env.company.id,
+        })
+        self.assertEqual(result['report_type'], 'pnl')
+
+    def test_tools_registered_in_dispatch(self):
+        from odoo.addons.fusion_accounting_ai.services.tools import TOOL_DISPATCH
+        for tool_name in [
+            'fusion_run_report',
+            'fusion_get_anomalies',
+            'fusion_generate_commentary',
+            'fusion_drill_down_report_line',
+            'fusion_compare_periods',
+        ]:
+            self.assertIn(
+                tool_name, TOOL_DISPATCH,
+                f"{tool_name} not registered in TOOL_DISPATCH",
+            )