feat(fusion_accounting_reports): fusion.report.commentary cache model

Made-with: Cursor

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.11',
+    'version': '19.0.1.0.12',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """

fusion_accounting_reports/models/__init__.py

@@ -1,2 +1,3 @@
 from . import fusion_report
 from . import fusion_report_engine
+from . import fusion_report_commentary

fusion_accounting_reports/models/fusion_report_commentary.py

@@ -0,0 +1,43 @@
+"""Cached AI-generated commentary for a report run.
+
+One row per (report, period_from, period_to, comparison_mode, company).
+Refreshed on demand or via cron when the underlying data has changed."""
+
+from odoo import _, api, fields, models
+
+
+class FusionReportCommentary(models.Model):
+    _name = "fusion.report.commentary"
+    _description = "AI-Generated Report Commentary Cache"
+    _order = "generated_at desc"
+
+    report_id = fields.Many2one('fusion.report', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    period_from = fields.Date(required=True)
+    period_to = fields.Date(required=True)
+    comparison_mode = fields.Selection([
+        ('none', 'None'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none', required=True)
+
+    summary = fields.Text()
+    highlights = fields.Json()  # list of strings
+    concerns = fields.Json()    # list of strings
+    next_actions = fields.Json()  # list of strings
+
+    generated_at = fields.Datetime(default=fields.Datetime.now, required=True)
+    generated_by = fields.Selection([
+        ('on_demand', 'On Demand'),
+        ('cron', 'Cron'),
+        ('templated', 'Templated Fallback'),
+    ], default='on_demand', required=True)
+
+    provider = fields.Char(help="LLM provider used (e.g. 'openai', 'claude', 'local'). "
+                                "Empty for templated fallback.")
+
+    _unique_period = models.Constraint(
+        'UNIQUE(report_id, company_id, period_from, period_to, comparison_mode)',
+        'Only one commentary cache row per report+period+mode.',
+    )

fusion_accounting_reports/security/ir.model.access.csv

@@ -1,3 +1,4 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_fusion_report_user,fusion.report.user,model_fusion_report,base.group_user,1,0,0,0
 access_fusion_report_admin,fusion.report.admin,model_fusion_report,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
+access_fusion_report_commentary,fusion.report.commentary,model_fusion_report_commentary,base.group_user,1,1,1,0

fusion_accounting_reports/tests/__init__.py

@@ -8,3 +8,4 @@ from . import test_seeded_reports
 from . import test_anomaly_detection
 from . import test_commentary_prompt
 from . import test_commentary_generator
+from . import test_fusion_report_commentary

fusion_accounting_reports/tests/test_fusion_report_commentary.py

@@ -0,0 +1,53 @@
+"""Tests for fusion.report.commentary cache model."""
+
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestFusionReportCommentary(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.report = self.env.ref('fusion_accounting_reports.report_pnl')
+
+    def test_create_minimal(self):
+        c = self.env['fusion.report.commentary'].create({
+            'report_id': self.report.id,
+            'period_from': date(2026, 4, 1),
+            'period_to': date(2026, 4, 30),
+            'summary': 'Test summary.',
+            'highlights': ['point 1', 'point 2'],
+        })
+        self.assertEqual(c.summary, 'Test summary.')
+        self.assertEqual(c.highlights, ['point 1', 'point 2'])
+        self.assertEqual(c.generated_by, 'on_demand')
+
+    def test_uniqueness_per_period(self):
+        self.env['fusion.report.commentary'].create({
+            'report_id': self.report.id,
+            'period_from': date(2026, 4, 1),
+            'period_to': date(2026, 4, 30),
+            'comparison_mode': 'none',
+        })
+        with self.assertRaises(Exception):
+            self.env['fusion.report.commentary'].create({
+                'report_id': self.report.id,
+                'period_from': date(2026, 4, 1),
+                'period_to': date(2026, 4, 30),
+                'comparison_mode': 'none',
+            })
+
+    def test_different_comparison_modes_can_coexist(self):
+        for mode in ['none', 'previous_period', 'previous_year']:
+            self.env['fusion.report.commentary'].create({
+                'report_id': self.report.id,
+                'period_from': date(2026, 5, 1),
+                'period_to': date(2026, 5, 31),
+                'comparison_mode': mode,
+            })
+        count = self.env['fusion.report.commentary'].search_count([
+            ('report_id', '=', self.report.id),
+            ('period_from', '=', date(2026, 5, 1)),
+        ])
+        self.assertEqual(count, 3)