feat(fusion_accounting_reports): fusion.report definition model

Persistent definition of a Fusion financial report. Each report (P&L,
balance sheet, trial balance, GL) has one row in fusion.report holding
its metadata + line specs (stored as JSON for layout flexibility).

V19 conventions: models.Constraint inline, no _sql_constraints. Per-
company uniqueness on (company_id, code).

3 new tests, 27 total passing.

Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-19 15:12:38 -04:00
parent e14ad21689
commit 50f736d8a7
7 changed files with 113 additions and 1 deletions

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from . import services
from . import models

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{
'name': 'Fusion Accounting Reports',
'version': '19.0.1.0.0',
'version': '19.0.1.0.1',
'category': 'Accounting/Accounting',
'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
'description': """

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from . import fusion_report

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"""Persistent definition of a Fusion financial report.
Each report (P&L, balance sheet, trial balance, GL) has ONE row in
fusion.report describing its metadata + line specs. The line specs
are stored as a JSON-typed field for flexibility (each line spec
includes account_type filter, sub-totaling rules, sign convention)."""
from odoo import _, api, fields, models
REPORT_TYPES = [
('pnl', 'Income Statement (P&L)'),
('balance_sheet', 'Balance Sheet'),
('trial_balance', 'Trial Balance'),
('general_ledger', 'General Ledger'),
]
class FusionReport(models.Model):
_name = "fusion.report"
_description = "Fusion Financial Report Definition"
_order = "sequence, id"
name = fields.Char(required=True, translate=True)
code = fields.Char(
required=True,
help="Unique technical code (e.g. 'pnl', 'balance_sheet').",
)
report_type = fields.Selection(REPORT_TYPES, required=True)
sequence = fields.Integer(default=10)
description = fields.Text()
active = fields.Boolean(default=True)
# Layout config - stored as JSON for flexibility per report type.
# Example for P&L:
# [
# {"label": "Revenue", "account_type_prefix": "income_", "sign": 1},
# {"label": "Cost of Goods Sold", "account_type_prefix": "expense_direct_", "sign": -1},
# {"label": "Gross Profit", "compute": "subtotal", "above": 2},
# ...
# ]
line_specs = fields.Json(string="Line Specs")
show_zero_balances = fields.Boolean(default=False)
show_unposted = fields.Boolean(default=False)
default_comparison_mode = fields.Selection(
[
('none', 'No comparison'),
('previous_period', 'Previous Period'),
('previous_year', 'Previous Year'),
],
default='none',
)
company_id = fields.Many2one(
'res.company',
default=lambda self: self.env.company,
)
_unique_company_code = models.Constraint(
'UNIQUE(company_id, code)',
'Report code must be unique per company.',
)

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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
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_fusion_report_user fusion.report.user model_fusion_report base.group_user 1 0 0 0
3 access_fusion_report_admin fusion.report.admin model_fusion_report fusion_accounting_core.group_fusion_accounting_admin 1 1 1 1

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from . import test_services_unit
from . import test_currency_conversion
from . import test_fusion_report

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"""Tests for fusion.report definition model."""
from odoo.tests.common import TransactionCase, tagged
@tagged('post_install', '-at_install')
class TestFusionReport(TransactionCase):
def test_create_minimal(self):
report = self.env['fusion.report'].create({
'name': 'Test P&L',
'code': 'test_pnl_minimal',
'report_type': 'pnl',
})
self.assertEqual(report.name, 'Test P&L')
self.assertTrue(report.active)
self.assertEqual(report.default_comparison_mode, 'none')
def test_line_specs_json_roundtrip(self):
specs = [
{'label': 'Revenue', 'account_type_prefix': 'income_', 'sign': 1},
{'label': 'COGS', 'account_type_prefix': 'expense_direct_', 'sign': -1},
]
report = self.env['fusion.report'].create({
'name': 'Test',
'code': 'test_json_roundtrip',
'report_type': 'pnl',
'line_specs': specs,
})
self.assertEqual(report.line_specs, specs)
self.assertEqual(report.line_specs[0]['label'], 'Revenue')
def test_company_code_uniqueness(self):
self.env['fusion.report'].create({
'name': 'A',
'code': 'dup_code_test',
'report_type': 'pnl',
})
with self.assertRaises(Exception):
self.env['fusion.report'].create({
'name': 'B',
'code': 'dup_code_test',
'report_type': 'pnl',
})