feat(fusion_accounting_ai): wire ReportsAdapter fusion paths to engine
Adds three new method families on ReportsAdapter that route through fusion.report.engine when fusion_accounting_reports is installed: - run_fusion_report (pnl/balance_sheet/trial_balance/general_ledger) - get_anomalies (variance detection on engine output) - get_commentary (LLM narrative; falls back to templated) These coexist with the legacy ref_id-shaped run_report / export_report API so existing reporting tools (profit_loss, balance_sheet, etc.) keep working unchanged. FUSION_MODEL is updated to fusion.report.engine so mode detection picks FUSION when the new engine is installed. 4 new TransactionCase tests cover the fusion + community paths. Made-with: Cursor
This commit is contained in:
gsinghpal
@@ -16,7 +16,12 @@ _logger = logging.getLogger(__name__)
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class ReportsAdapter(DataAdapter):
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FUSION_MODEL = 'fusion.account.report'
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# Phase 2 wires fusion.report.engine as the FUSION-mode backend for
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# the new report_type-shaped methods (run_fusion_report, get_anomalies,
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# get_commentary). The legacy ref_id-shaped run_report / export_report
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# methods continue to defer to community when in FUSION mode (their
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# original behavior), so this rename does not change their results.
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FUSION_MODEL = 'fusion.report.engine'
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ENTERPRISE_MODULE = 'account_reports'
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# ------------------------------------------------------------------
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@@ -167,4 +172,159 @@ class ReportsAdapter(DataAdapter):
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}
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# ==================================================================
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# Phase 2 (Task 19): fusion.report.engine-routed report methods
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#
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# These coexist with the legacy ref_id-shaped run_report/export_report
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# API. New callers (financial_reports AI tools, OWL widget) use the
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# *_fusion_report methods below; those route through the engine when
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# fusion_accounting_reports is installed.
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# ==================================================================
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# ------------------ run_fusion_report --------------------------
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def run_fusion_report(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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return self._dispatch(
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'run_fusion_report',
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report_type=report_type,
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date_from=date_from, date_to=date_to,
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comparison=comparison, company_id=company_id,
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)
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def run_fusion_report_via_fusion(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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if 'fusion.report.engine' not in self.env.registry:
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return {'rows': [], 'error': 'fusion.report.engine not installed'}
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from datetime import datetime
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from odoo.addons.fusion_accounting_reports.services.date_periods import (
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Period,
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)
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df = (datetime.strptime(date_from, '%Y-%m-%d').date()
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if isinstance(date_from, str) else date_from)
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dt = (datetime.strptime(date_to, '%Y-%m-%d').date()
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if isinstance(date_to, str) else date_to)
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period = Period(date_from=df, date_to=dt, label=f"{df} - {dt}")
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engine = self.env['fusion.report.engine']
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company_id = company_id or self.env.company.id
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if report_type == 'pnl':
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return engine.compute_pnl(
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period, comparison=comparison, company_id=company_id,
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)
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if report_type == 'balance_sheet':
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return engine.compute_balance_sheet(
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dt, comparison=comparison, company_id=company_id,
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)
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if report_type == 'trial_balance':
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return engine.compute_trial_balance(
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period, company_id=company_id,
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)
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if report_type == 'general_ledger':
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return engine.compute_gl(period, company_id=company_id)
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return {'rows': [], 'error': f'unknown report_type {report_type}'}
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def run_fusion_report_via_enterprise(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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# Enterprise's account_reports has its own UI; we don't proxy from
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# Python. Callers should use the Enterprise menus or the legacy
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# run_report(ref_id=...) method instead.
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return {
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'rows': [],
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'error': 'Enterprise reports must be run from the Enterprise UI',
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}
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def run_fusion_report_via_community(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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return {
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'rows': [],
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'error': 'No fusion reports engine available in pure Community',
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}
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# ------------------ get_anomalies ------------------------------
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def get_anomalies(self, report_type, date_from, date_to,
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comparison='previous_year', company_id=None):
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return self._dispatch(
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'get_anomalies',
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report_type=report_type,
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date_from=date_from, date_to=date_to,
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comparison=comparison, company_id=company_id,
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)
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def get_anomalies_via_fusion(self, report_type, date_from, date_to,
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comparison='previous_year', company_id=None):
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if 'fusion.report.engine' not in self.env.registry:
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return {'anomalies': []}
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from odoo.addons.fusion_accounting_reports.services.anomaly_detection import (
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detect,
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)
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report = self.run_fusion_report_via_fusion(
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report_type=report_type,
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date_from=date_from, date_to=date_to,
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comparison=comparison, company_id=company_id,
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)
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if 'error' in report:
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return {'anomalies': []}
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return {'anomalies': detect(report)}
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def get_anomalies_via_enterprise(self, report_type, date_from, date_to,
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comparison='previous_year', company_id=None):
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return {'anomalies': []}
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def get_anomalies_via_community(self, report_type, date_from, date_to,
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comparison='previous_year', company_id=None):
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return {'anomalies': []}
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# ------------------ get_commentary -----------------------------
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def get_commentary(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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return self._dispatch(
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'get_commentary',
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report_type=report_type,
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date_from=date_from, date_to=date_to,
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comparison=comparison, company_id=company_id,
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)
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def get_commentary_via_fusion(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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empty = {
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'summary': '', 'highlights': [],
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'concerns': [], 'next_actions': [],
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}
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if 'fusion.report.engine' not in self.env.registry:
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return empty
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from odoo.addons.fusion_accounting_reports.services.anomaly_detection import (
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detect,
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)
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from odoo.addons.fusion_accounting_reports.services.commentary_generator import (
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generate_commentary,
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)
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report = self.run_fusion_report_via_fusion(
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report_type=report_type,
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date_from=date_from, date_to=date_to,
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comparison=comparison, company_id=company_id,
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)
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if 'error' in report:
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return empty
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anomalies = detect(report)
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return generate_commentary(
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self.env, report_result=report, anomalies=anomalies,
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)
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def get_commentary_via_enterprise(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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return {
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'summary': '', 'highlights': [],
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'concerns': [], 'next_actions': [],
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}
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def get_commentary_via_community(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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return {
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'summary': '', 'highlights': [],
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'concerns': [], 'next_actions': [],
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}
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register_adapter('reports', ReportsAdapter)
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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': '19.0.1.0.14',
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'version': '19.0.1.0.15',
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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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@@ -11,3 +11,4 @@ from . import test_commentary_generator
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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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56
fusion_accounting_reports/tests/test_reports_adapter.py
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56
fusion_accounting_reports/tests/test_reports_adapter.py
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@@ -0,0 +1,56 @@
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"""Tests for ReportsAdapter Phase-2 (engine-routed) methods."""
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from odoo.tests.common import TransactionCase, tagged
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from odoo.addons.fusion_accounting_ai.services.data_adapters.reports import (
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ReportsAdapter,
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)
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@tagged('post_install', '-at_install')
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class TestReportsAdapter(TransactionCase):
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def setUp(self):
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super().setUp()
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self.adapter = ReportsAdapter(self.env)
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def test_run_fusion_report_via_fusion_pnl(self):
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result = self.adapter.run_fusion_report_via_fusion(
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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.get('report_type'), 'pnl')
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self.assertIn('rows', result)
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def test_run_fusion_report_via_community_returns_error(self):
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result = self.adapter.run_fusion_report_via_community(
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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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)
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self.assertIn('error', result)
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def test_get_anomalies_via_fusion(self):
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result = self.adapter.get_anomalies_via_fusion(
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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.assertIsInstance(result['anomalies'], list)
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def test_get_commentary_via_fusion(self):
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result = self.adapter.get_commentary_via_fusion(
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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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