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feat(fusion_accounting_reports): seed 3 partner-grouped reports

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Adds Aged Receivable, Aged Payable, and Partner Ledger as fusion.report
records using the new compute_partner_grouped engine method.

REPORT_TYPES is extended with aged_receivable / aged_payable /
partner_ledger so each report has a unique report_type. The HTTP
controller dispatches these to engine.compute_partner_grouped with
the appropriate account_type via PARTNER_GROUPED_ACCOUNT_TYPE.

Output includes per-partner aging buckets: current, 1-30, 31-60,
61-90, 90+ days.

Westin total: 4 + 4 + 3 = 11 of Enterprise's 22 standard reports.

Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-19 23:55:45 -04:00
parent ff6d21a561
commit 1ebff01d35
6 changed files with 66 additions and 1 deletions
Download Patch File Download Diff File Expand all files Collapse all files

3
fusion_accounting_reports/__manifest__.py
View File

@@ -40,6 +40,9 @@ menu hides; the engine and AI tools remain available for the chat.
'data/report_executive_summary.xml',
'data/report_tax_report.xml',
'data/report_annual_statements.xml',
'data/report_aged_receivable.xml',
'data/report_aged_payable.xml',
'data/report_partner_ledger.xml',
'data/cron.xml',
'reports/report_pdf_template.xml',
'wizards/xlsx_export_wizard_views.xml',

19
fusion_accounting_reports/controllers/reports_controller.py
View File

@@ -18,7 +18,16 @@ from ..services.date_periods import Period
_logger = logging.getLogger(__name__)
REPORT_TYPES = {'pnl', 'balance_sheet', 'trial_balance', 'general_ledger'}
REPORT_TYPES = {
'pnl', 'balance_sheet', 'trial_balance', 'general_ledger',
'aged_receivable', 'aged_payable', 'partner_ledger',
}
PARTNER_GROUPED_ACCOUNT_TYPE = {
'aged_receivable': 'asset_receivable',
'aged_payable': 'liability_payable',
'partner_ledger': 'asset_receivable',
}
def _parse_date(value):
@@ -76,6 +85,14 @@ class FusionReportsController(http.Controller):
if report_type == 'trial_balance':
period = _build_period(date_from, date_to)
return engine.compute_trial_balance(period, company_id=company_id)
if report_type in PARTNER_GROUPED_ACCOUNT_TYPE:
period = _build_period(date_from, date_to)
return engine.compute_partner_grouped(
period,
account_type=PARTNER_GROUPED_ACCOUNT_TYPE[report_type],
comparison=comparison,
company_id=company_id,
)
# general_ledger
period = _build_period(date_from, date_to)
return engine.compute_gl(period, company_id=company_id)

14
fusion_accounting_reports/data/report_aged_payable.xml Normal file
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@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="report_aged_payable" model="fusion.report">
<field name="name">Aged Payable</field>
<field name="code">aged_payable</field>
<field name="report_type">aged_payable</field>
<field name="sequence">36</field>
<field name="description">Per-vendor outstanding payables, bucketed by aging.</field>
<field name="line_specs" eval="[
{'label': 'Aged Payable', 'account_type_for_grouping': 'liability_payable'}
]"/>
<field name="company_id" eval="False"/>
</record>
</odoo>

14
fusion_accounting_reports/data/report_aged_receivable.xml Normal file
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@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="report_aged_receivable" model="fusion.report">
<field name="name">Aged Receivable</field>
<field name="code">aged_receivable</field>
<field name="report_type">aged_receivable</field>
<field name="sequence">35</field>
<field name="description">Per-customer outstanding receivables, bucketed by aging.</field>
<field name="line_specs" eval="[
{'label': 'Aged Receivable', 'account_type_for_grouping': 'asset_receivable'}
]"/>
<field name="company_id" eval="False"/>
</record>
</odoo>

14
fusion_accounting_reports/data/report_partner_ledger.xml Normal file
View File

@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="report_partner_ledger" model="fusion.report">
<field name="name">Partner Ledger</field>
<field name="code">partner_ledger</field>
<field name="report_type">partner_ledger</field>
<field name="sequence">40</field>
<field name="description">Per-partner ledger combining receivable and payable activity.</field>
<field name="line_specs" eval="[
{'label': 'Partner Ledger', 'account_type_for_grouping': 'asset_receivable'}
]"/>
<field name="company_id" eval="False"/>
</record>
</odoo>

3
fusion_accounting_reports/models/fusion_report.py
View File

@@ -13,6 +13,9 @@ REPORT_TYPES = [
('balance_sheet', 'Balance Sheet'),
('trial_balance', 'Trial Balance'),
('general_ledger', 'General Ledger'),
('aged_receivable', 'Aged Receivable'),
('aged_payable', 'Aged Payable'),
('partner_ledger', 'Partner Ledger'),
]