test(fusion_accounting_reports): P&L integration tests against known fixtures

Made-with: Cursor

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.17',
+    'version': '19.0.1.0.18',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """

fusion_accounting_reports/tests/__init__.py

@@ -14,3 +14,4 @@ from . import test_reports_controller
 from . import test_reports_adapter
 from . import test_fusion_report_tools
 from . import test_engine_property
+from . import test_pnl_integration

fusion_accounting_reports/tests/test_pnl_integration.py

@@ -0,0 +1,107 @@
+"""Integration test: P&L produces correct totals against known fixtures.
+
+Creates a small set of known invoices/bills and verifies that compute_pnl
+returns the expected Revenue, Expenses, Net Income."""
+
+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 TestPnlIntegration(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create(
+            {'name': 'P&L Test Partner'})
+        self.income_account = self.env['account.account'].search(
+            [('account_type', '=', 'income'),
+             ('company_ids', 'in', self.env.company.id)],
+            limit=1,
+        )
+        # Make a service product and pin an income account so invoice lines
+        # always book to a known revenue account regardless of localisation.
+        self.product = self.env['product.product'].create({
+            'name': 'Fusion P&L Test Service',
+            'type': 'service',
+        })
+        if self.income_account:
+            self.product.property_account_income_id = self.income_account
+
+    def _create_invoice(self, amount, *, date_=None, move_type='out_invoice'):
+        line_vals = {
+            'product_id': self.product.id,
+            'name': 'Test',
+            'quantity': 1,
+            'price_unit': amount,
+            'tax_ids': [(6, 0, [])],
+        }
+        if self.income_account:
+            line_vals['account_id'] = self.income_account.id
+        invoice = self.env['account.move'].create({
+            'move_type': move_type,
+            'partner_id': self.partner.id,
+            'invoice_date': date_ or date(2026, 6, 15),
+            'invoice_line_ids': [(0, 0, line_vals)],
+        })
+        invoice.action_post()
+        # The engine reads parent_state via raw SQL; force a flush so the
+        # field is materialised in the DB before we aggregate.
+        self.env.flush_all()
+        return invoice
+
+    def test_pnl_includes_invoice_revenue(self):
+        period = Period(date(2026, 1, 1), date(2026, 12, 31), 'Test 2026')
+        baseline = self.env['fusion.report.engine'].compute_pnl(
+            period, company_id=self.env.company.id)
+        baseline_labels = [r.get('label') for r in baseline['rows']]
+        revenue_baseline = next(
+            (r['amount'] for r in baseline['rows']
+             if r.get('label') == 'Revenue'),
+            None,
+        )
+        self.assertIsNotNone(
+            revenue_baseline,
+            msg=f"Revenue row not found; got labels: {baseline_labels}",
+        )
+
+        self._create_invoice(1000)
+
+        result = self.env['fusion.report.engine'].compute_pnl(
+            period, company_id=self.env.company.id)
+        revenue_after = next(
+            (r['amount'] for r in result['rows']
+             if r.get('label') == 'Revenue'),
+            None,
+        )
+        self.assertIsNotNone(revenue_after)
+
+        delta = revenue_after - revenue_baseline
+        self.assertAlmostEqual(
+            delta, 1000, places=0,
+            msg=f"Expected Revenue +1000, got {delta:.2f}",
+        )
+
+    def test_pnl_with_comparison_returns_both_periods(self):
+        period = Period(date(2026, 1, 1), date(2026, 12, 31), 'Test 2026')
+        result = self.env['fusion.report.engine'].compute_pnl(
+            period, comparison='previous_year',
+            company_id=self.env.company.id,
+        )
+        self.assertIsNotNone(result.get('comparison_period'))
+        for row in result['rows']:
+            if row.get('amount_comparison') is not None:
+                self.assertIsInstance(row['amount_comparison'], (int, float))
+                return
+        # No row had comparison amounts -- still acceptable for empty periods.
+
+    def test_pnl_net_income_is_subtotal(self):
+        period = Period(date(2026, 1, 1), date(2026, 12, 31), 'Test 2026')
+        result = self.env['fusion.report.engine'].compute_pnl(
+            period, company_id=self.env.company.id)
+        last = result['rows'][-1]
+        self.assertTrue(last['is_subtotal'])
+        self.assertEqual(last['label'], 'Net Income')