changes

fusion_accounting/services/tools/reporting.py

@@ -106,6 +106,171 @@ def export_report(env, params):
         return {'error': f'Export failed: {str(e)}'}
 
 
+def get_invoicing_summary(env, params):
+    """Get invoicing summary — total invoiced by month, by partner, or for a date range.
+    Supports: monthly breakdown for a year, current month totals, or filtered by partner."""
+    from datetime import date, timedelta
+    import calendar
+
+    year = int(params.get('year', date.today().year))
+    partner_name = params.get('partner_name')
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+
+    domain = [
+        ('move_type', '=', 'out_invoice'),
+        ('state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+    ]
+
+    if partner_name:
+        partner = env['res.partner'].search([('name', 'ilike', partner_name)], limit=1)
+        if partner:
+            domain.append(('partner_id', '=', partner.id))
+        else:
+            return {'error': f'Partner not found: {partner_name}'}
+
+    if date_from and date_to:
+        domain += [('date', '>=', date_from), ('date', '<=', date_to)]
+        invoices = env['account.move'].search(domain, order='date desc')
+        total = sum(inv.amount_total for inv in invoices)
+        return {
+            'period': f'{date_from} to {date_to}',
+            'count': len(invoices),
+            'total': total,
+            'invoices': [{
+                'id': inv.id, 'name': inv.name, 'partner': inv.partner_id.name,
+                'date': str(inv.date), 'amount': inv.amount_total,
+                'payment_state': inv.payment_state,
+            } for inv in invoices[:30]],
+        }
+
+    # Monthly breakdown for the year
+    months = []
+    grand_total = 0
+    for month in range(1, 13):
+        m_start = f'{year}-{month:02d}-01'
+        last_day = calendar.monthrange(year, month)[1]
+        m_end = f'{year}-{month:02d}-{last_day}'
+        m_domain = domain + [('date', '>=', m_start), ('date', '<=', m_end)]
+        invoices = env['account.move'].search(m_domain)
+        total = sum(inv.amount_total for inv in invoices)
+        grand_total += total
+        months.append({
+            'month': f'{year}-{month:02d}',
+            'month_name': calendar.month_name[month],
+            'count': len(invoices),
+            'total': round(total, 2),
+        })
+
+    return {
+        'year': year,
+        'grand_total': round(grand_total, 2),
+        'months': months,
+        'partner': partner_name or 'All',
+    }
+
+
+def get_billing_summary(env, params):
+    """Get billing (vendor bills) summary — total billed by month or date range."""
+    from datetime import date
+    import calendar
+
+    year = int(params.get('year', date.today().year))
+    partner_name = params.get('partner_name')
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+
+    domain = [
+        ('move_type', '=', 'in_invoice'),
+        ('state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+    ]
+
+    if partner_name:
+        partner = env['res.partner'].search([('name', 'ilike', partner_name)], limit=1)
+        if partner:
+            domain.append(('partner_id', '=', partner.id))
+        else:
+            return {'error': f'Partner not found: {partner_name}'}
+
+    if date_from and date_to:
+        domain += [('date', '>=', date_from), ('date', '<=', date_to)]
+        bills = env['account.move'].search(domain, order='date desc')
+        total = sum(b.amount_total for b in bills)
+        return {
+            'period': f'{date_from} to {date_to}',
+            'count': len(bills),
+            'total': total,
+            'bills': [{
+                'id': b.id, 'name': b.name, 'partner': b.partner_id.name,
+                'date': str(b.date), 'amount': b.amount_total,
+                'payment_state': b.payment_state,
+            } for b in bills[:30]],
+        }
+
+    # Monthly breakdown
+    months = []
+    grand_total = 0
+    for month in range(1, 13):
+        m_start = f'{year}-{month:02d}-01'
+        last_day = calendar.monthrange(year, month)[1]
+        m_end = f'{year}-{month:02d}-{last_day}'
+        m_domain = domain + [('date', '>=', m_start), ('date', '<=', m_end)]
+        bills = env['account.move'].search(m_domain)
+        total = sum(b.amount_total for b in bills)
+        grand_total += total
+        months.append({
+            'month': f'{year}-{month:02d}',
+            'month_name': calendar.month_name[month],
+            'count': len(bills),
+            'total': round(total, 2),
+        })
+
+    return {
+        'year': year,
+        'grand_total': round(grand_total, 2),
+        'months': months,
+        'partner': partner_name or 'All',
+    }
+
+
+def get_collections_summary(env, params):
+    """Get payment collections summary — how much was collected (received) in a period."""
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+    if not date_from or not date_to:
+        from datetime import date
+        today = date.today()
+        date_from = date_from or f'{today.year}-{today.month:02d}-01'
+        date_to = date_to or str(today)
+
+    payments = env['account.payment'].search([
+        ('payment_type', '=', 'inbound'),
+        ('state', '=', 'posted'),
+        ('date', '>=', date_from),
+        ('date', '<=', date_to),
+        ('company_id', '=', env.company.id),
+    ], order='date desc')
+
+    total = sum(p.amount for p in payments)
+    by_partner = {}
+    for p in payments:
+        pname = p.partner_id.name if p.partner_id else 'Unknown'
+        by_partner.setdefault(pname, {'count': 0, 'total': 0})
+        by_partner[pname]['count'] += 1
+        by_partner[pname]['total'] += p.amount
+
+    top_partners = sorted(by_partner.items(), key=lambda x: -x[1]['total'])[:15]
+
+    return {
+        'period': f'{date_from} to {date_to}',
+        'total_collected': round(total, 2),
+        'payment_count': len(payments),
+        'by_partner': [{'partner': k, 'count': v['count'], 'total': round(v['total'], 2)} for k, v in top_partners],
+    }
+
+
 TOOLS = {
     'get_profit_loss': get_profit_loss,
     'get_balance_sheet': get_balance_sheet,
@@ -114,4 +279,7 @@ TOOLS = {
     'compare_periods': compare_periods,
     'answer_financial_question': answer_financial_question,
     'export_report': export_report,
+    'get_invoicing_summary': get_invoicing_summary,
+    'get_billing_summary': get_billing_summary,
+    'get_collections_summary': get_collections_summary,
 }