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feat(fusion_accounting_reports): PDF export with QWeb template

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Adds an AbstractModel report (report_pdf.py) and a single multi-purpose
QWeb template (report_pdf_template.xml) that renders P&L, Balance Sheet,
Trial Balance, and General Ledger results from the engine.

Wires the controller's /fusion/reports/export_pdf endpoint to actually
return base64-encoded PDF bytes via _render_qweb_pdf. The template walks
the result['rows'] list and applies indentation/bold based on level and
is_subtotal flags, with optional comparison columns when present.

Tests: 2 new (test_pdf_export.py) + 1 controller test updated to assert
the real PDF response. Net 109 -> 111.

Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-19 16:13:22 -04:00
parent d1661f3a33
commit 23b988c401
9 changed files with 191 additions and 5 deletions
Download Patch File Download Diff File Expand all files Collapse all files

1
fusion_accounting_reports/__init__.py
View File

@@ -1,3 +1,4 @@
from . import services
from . import models
from . import controllers
from . import reports

3
fusion_accounting_reports/__manifest__.py
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@@ -1,6 +1,6 @@
{
'name': 'Fusion Accounting Reports',
'version': '19.0.1.0.29',
'version': '19.0.1.0.30',
'category': 'Accounting/Accounting',
'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
'description': """
@@ -36,6 +36,7 @@ menu hides; the engine and AI tools remain available for the chat.
'data/report_trial_balance.xml',
'data/report_general_ledger.xml',
'data/cron.xml',
'reports/report_pdf_template.xml',
],
'assets': {
'web.assets_backend': [

20
fusion_accounting_reports/controllers/reports_controller.py
View File

@@ -210,9 +210,25 @@ class FusionReportsController(http.Controller):
@http.route('/fusion/reports/export_pdf', type='jsonrpc', auth='user')
def export_pdf(self, report_type, date_from, date_to,
comparison='none', company_id=None):
Report = request.env['fusion.report']
report_def = Report.search([('report_type', '=', report_type)], limit=1)
if not report_def:
return {'status': 'error', 'message': f'No report definition for {report_type}'}
company_id = int(company_id) if company_id else request.env.company.id
pdf, _ct = request.env['ir.actions.report'].sudo()._render_qweb_pdf(
'fusion_accounting_reports.report_pdf_template',
res_ids=[report_def.id],
data={
'report_type': report_type,
'date_from': date_from, 'date_to': date_to,
'comparison': comparison, 'company_id': company_id,
},
)
import base64
return {
'status': 'not_implemented',
'message': 'PDF export shipping in Task 34',
'status': 'ok',
'pdf_base64': base64.b64encode(pdf).decode('ascii'),
'filename': f'{report_type}_{date_from}_{date_to}.pdf',
}
@http.route('/fusion/reports/export_xlsx', type='jsonrpc', auth='user')

1
fusion_accounting_reports/reports/__init__.py
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@@ -0,0 +1 @@
from . import report_pdf

58
fusion_accounting_reports/reports/report_pdf.py Normal file
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@@ -0,0 +1,58 @@
"""QWeb PDF report for fusion financial reports.
Wraps the engine's compute_* methods and feeds the result into a
single multi-purpose template that handles all 4 report types."""
from datetime import datetime
from odoo import api, models
from ..services.date_periods import Period
class FusionReportPdf(models.AbstractModel):
_name = "report.fusion_accounting_reports.report_pdf_template"
_description = "Fusion Financial Report PDF"
@api.model
def _get_report_values(self, docids, data=None):
"""data is expected to be {report_type, date_from, date_to, comparison, company_id}."""
data = data or {}
report_type = data.get('report_type', 'pnl')
company_id = data.get('company_id') or self.env.company.id
date_from = data.get('date_from')
date_to = data.get('date_to')
comparison = data.get('comparison', 'none')
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()
engine = self.env['fusion.report.engine']
if report_type == 'pnl':
period = Period(date_from, date_to, f"{date_from} - {date_to}")
result = engine.compute_pnl(period, comparison=comparison, company_id=company_id)
elif report_type == 'balance_sheet':
result = engine.compute_balance_sheet(date_to, comparison=comparison, company_id=company_id)
elif report_type == 'trial_balance':
period = Period(date_from, date_to, f"{date_from} - {date_to}")
result = engine.compute_trial_balance(period, company_id=company_id)
elif report_type == 'general_ledger':
period = Period(date_from, date_to, f"{date_from} - {date_to}")
result = engine.compute_gl(period, company_id=company_id)
else:
result = {'rows': [], 'report_name': 'Unknown', 'period': {}}
company = self.env['res.company'].browse(company_id)
return {
'doc_ids': docids,
'doc_model': 'fusion.report',
'docs': self.env['fusion.report'].browse(docids) if docids else
self.env['fusion.report'].search([('report_type', '=', report_type)], limit=1),
'data': data,
'result': result,
'company_id': company,
'company': company,
'res_company': company,
}

72
fusion_accounting_reports/reports/report_pdf_template.xml Normal file
View File

@@ -0,0 +1,72 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="report_pdf_template">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<div class="page">
<h2>
<t t-esc="result.get('report_name', 'Financial Report')"/>
</h2>
<p>
<strong>Period:</strong>
<span t-esc="result.get('period', {}).get('label', '')"/>
</p>
<p t-if="result.get('comparison_period')">
<strong>Compared to:</strong>
<span t-esc="result.get('comparison_period', {}).get('label', '')"/>
</p>
<table class="table table-sm">
<thead>
<tr>
<th>Line</th>
<th class="text-end">Amount</th>
<t t-if="result.get('comparison_period')">
<th class="text-end">Comparison</th>
<th class="text-end">Variance %</th>
</t>
</tr>
</thead>
<tbody>
<tr t-foreach="result.get('rows', [])" t-as="row"
t-attf-style="{{ 'font-weight: bold;' if row.get('is_subtotal') else '' }}">
<td t-attf-style="padding-left: {{ (row.get('level', 0) or 0) * 16 + 8 }}px;">
<span t-esc="row.get('label', '')"/>
</td>
<td class="text-end">
<span t-esc="'{:,.2f}'.format(row.get('amount', 0))"/>
</td>
<t t-if="result.get('comparison_period')">
<td class="text-end">
<t t-if="row.get('amount_comparison') is not None">
<span t-esc="'{:,.2f}'.format(row.get('amount_comparison'))"/>
</t>
</td>
<td class="text-end">
<t t-if="row.get('variance_pct') is not None">
<span t-esc="'{:+.1f}%'.format(row.get('variance_pct'))"/>
</t>
</td>
</t>
</tr>
</tbody>
</table>
<p class="text-muted" style="font-size: 0.75rem;">
Generated by Fusion Accounting Reports
</p>
</div>
</t>
</t>
</template>
<record id="action_report_fusion_financial" model="ir.actions.report">
<field name="name">Fusion Financial Report (PDF)</field>
<field name="model">fusion.report</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">fusion_accounting_reports.report_pdf_template</field>
<field name="report_file">fusion_accounting_reports.report_pdf_template</field>
<field name="binding_model_id" ref="model_fusion_report"/>
<field name="binding_view_types">form,list</field>
</record>
</odoo>

1
fusion_accounting_reports/tests/__init__.py
View File

@@ -18,3 +18,4 @@ from . import test_pnl_integration
from . import test_bs_tb_integration
from . import test_account_balance_mv
from . import test_cron
from . import test_pdf_export

34
fusion_accounting_reports/tests/test_pdf_export.py Normal file
View File

@@ -0,0 +1,34 @@
"""Tests for the PDF export."""
from odoo.tests.common import TransactionCase, tagged
@tagged('post_install', '-at_install')
class TestPdfExport(TransactionCase):
def test_pdf_render_pnl(self):
report = self.env.ref('fusion_accounting_reports.report_pnl')
pdf, content_type = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
'fusion_accounting_reports.report_pdf_template',
res_ids=[report.id],
data={
'report_type': 'pnl',
'date_from': '2026-01-01', 'date_to': '2026-12-31',
'company_id': self.env.company.id,
},
)
self.assertGreater(len(pdf), 500)
self.assertIn(content_type, ('pdf', 'html'))
def test_pdf_render_balance_sheet(self):
report = self.env.ref('fusion_accounting_reports.report_balance_sheet')
pdf, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
'fusion_accounting_reports.report_pdf_template',
res_ids=[report.id],
data={
'report_type': 'balance_sheet',
'date_from': '2026-01-01', 'date_to': '2026-12-31',
'company_id': self.env.company.id,
},
)
self.assertGreater(len(pdf), 500)

6
fusion_accounting_reports/tests/test_reports_controller.py
View File

@@ -101,13 +101,15 @@ class TestReportsController(HttpCase):
self.assertIn('highlights', result)
self.assertIn('concerns', result)
def test_export_pdf_placeholder(self):
def test_export_pdf_returns_pdf(self):
result = self._jsonrpc('export_pdf', {
'report_type': 'pnl',
'date_from': '2026-01-01',
'date_to': '2026-12-31',
})
self.assertEqual(result.get('status'), 'not_implemented')
self.assertEqual(result.get('status'), 'ok')
self.assertIn('pdf_base64', result)
self.assertTrue(result.get('filename', '').endswith('.pdf'))
def test_export_xlsx_placeholder(self):
result = self._jsonrpc('export_xlsx', {