changes

fusion_accounting/services/tools/reporting.py

@@ -0,0 +1,117 @@
+import logging
+import base64
+
+_logger = logging.getLogger(__name__)
+
+
+def _get_report(env, ref_id):
+    try:
+        return env.ref(ref_id)
+    except Exception:
+        return None
+
+
+def _run_report(env, report_ref, params):
+    report = _get_report(env, report_ref)
+    if not report:
+        return {'error': f'Report {report_ref} not found'}
+    date_opts = {}
+    if params.get('date_from'):
+        date_opts['date_from'] = params['date_from']
+    if params.get('date_to'):
+        date_opts['date_to'] = params['date_to']
+    options = report.get_options({'date': date_opts} if date_opts else {})
+    lines = report._get_lines(options)
+    return {
+        'report_name': report.name,
+        'lines': [{
+            'name': l.get('name', ''),
+            'level': l.get('level', 0),
+            'columns': [c.get('no_format', c.get('name', '')) for c in l.get('columns', [])],
+        } for l in lines[:100]],
+    }
+
+
+def get_profit_loss(env, params):
+    return _run_report(env, 'account_reports.profit_and_loss', params)
+
+
+def get_balance_sheet(env, params):
+    return _run_report(env, 'account_reports.balance_sheet', params)
+
+
+def get_trial_balance(env, params):
+    return _run_report(env, 'account_reports.trial_balance_report', params)
+
+
+def get_cash_flow(env, params):
+    return _run_report(env, 'account_reports.cash_flow_statement', params)
+
+
+def compare_periods(env, params):
+    report_ref = params.get('report_ref', 'account_reports.profit_and_loss')
+    report = _get_report(env, report_ref)
+    if not report:
+        return {'error': f'Report {report_ref} not found'}
+
+    period1 = _run_report(env, report_ref, {
+        'date_from': params.get('period1_from'),
+        'date_to': params.get('period1_to'),
+    })
+    period2 = _run_report(env, report_ref, {
+        'date_from': params.get('period2_from'),
+        'date_to': params.get('period2_to'),
+    })
+    return {'period_1': period1, 'period_2': period2}
+
+
+def answer_financial_question(env, params):
+    question = params.get('question', '')
+    sql_query = params.get('sql_query')
+    if sql_query:
+        return {'error': 'Direct SQL not permitted. Use report tools instead.'}
+    return {'status': 'info', 'message': f'Use specific report tools to answer: {question}'}
+
+
+def export_report(env, params):
+    report_ref = params.get('report_ref', 'account_reports.profit_and_loss')
+    fmt = params.get('format', 'pdf')
+    report = _get_report(env, report_ref)
+    if not report:
+        return {'error': f'Report {report_ref} not found'}
+    date_opts = {}
+    if params.get('date_from'):
+        date_opts['date_from'] = params['date_from']
+    if params.get('date_to'):
+        date_opts['date_to'] = params['date_to']
+    options = report.get_options({'date': date_opts} if date_opts else {})
+
+    try:
+        if fmt == 'xlsx':
+            result = report.dispatch_report_action(options, 'export_to_xlsx')
+        else:
+            result = report.dispatch_report_action(options, 'export_to_pdf')
+
+        if isinstance(result, dict) and result.get('file_content'):
+            return {
+                'file_name': result.get('file_name', f'report.{fmt}'),
+                'file_type': result.get('file_type', fmt),
+                'file_content_b64': base64.b64encode(result['file_content']).decode(),
+            }
+        return {
+            'status': 'generated',
+            'message': f'Report exported as {fmt}. Use the Odoo UI to download.',
+        }
+    except Exception as e:
+        return {'error': f'Export failed: {str(e)}'}
+
+
+TOOLS = {
+    'get_profit_loss': get_profit_loss,
+    'get_balance_sheet': get_balance_sheet,
+    'get_trial_balance': get_trial_balance,
+    'get_cash_flow': get_cash_flow,
+    'compare_periods': compare_periods,
+    'answer_financial_question': answer_financial_question,
+    'export_report': export_report,
+}