Initial commit

Fusion Accounting/static/csv/account.bank.statement.csv

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+Date,Reference,Partner,Label,Amount,Amount Currency,Currency,Cumulative Balance
+2017-05-10,INV/2017/0001,,#01,4610,,,4710
+2017-05-11,Payment bill 20170521,,#02,-100,,,4610
+2017-05-15,INV/2017/0003 discount 2% early payment,,#03,514.5,,,5124.5
+2017-05-30,INV/2017/0002 + INV/2017/0004,,#04,5260,,,10384.5
+2017-05-31,Payment bill EUR 001234565,,#05,-537.15,-500,EUR,9847.35

Fusion Accounting/static/csv/account.bank.statement2.csv

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+Journal,Name,Date,Starting Balance,Ending Balance,Statement lines / Date,Statement lines / Label,Statement lines / Partner,Statement lines / Reference,Statement lines / Amount,Statement lines / Amount Currency,Statement lines / Currency
+Bank,Statement May 01,2017-05-15,100,5124.5,2017-05-10,INV/2017/0001,,#01,4610,,
+,,,,,2017-05-11,Payment bill 20170521,,#02,-100,,
+,,,,,2017-05-15,INV/2017/0003 discount 2% early payment,,#03,514.5,,
+Bank,Statement May 02,2017-05-30,5124.5,9847.35,2017-05-30,INV/2017/0002 + INV/2017/0004,,#01,5260,,
+,,,,,2017-05-31,Payment bill EUR 001234565,,#02,-537.15,-500,EUR

Fusion Accounting/static/src/account_bank_statement_import_model.js

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+// Fusion Accounting - Bank Statement Import Model
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { BaseImportModel } from "@base_import/import_model";
+import { patch } from "@web/core/utils/patch";
+import { _t } from "@web/core/l10n/translation";
+
+/**
+ * Patches BaseImportModel to add a bank statement CSV import template
+ * when importing account.bank.statement records.
+ */
+patch(BaseImportModel.prototype, {
+    async init() {
+        await super.init(...arguments);
+
+        if (this.resModel === "account.bank.statement") {
+            this.importTemplates.push({
+                label: _t("Import Template for Bank Statements"),
+                template: "/fusion_accounting/static/csv/account.bank.statement2.csv",
+            });
+        }
+    }
+});

Fusion Accounting/static/src/bank_reconciliation/finish_buttons.js

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+// Fusion Accounting - Bank Reconciliation Finish Buttons (Upload Extension)
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { patch } from "@web/core/utils/patch";
+import { AccountFileUploader } from "@account/components/account_file_uploader/account_file_uploader";
+import { BankRecFinishButtons } from "@fusion_accounting/components/bank_reconciliation/finish_buttons";
+
+/**
+ * Patches BankRecFinishButtons to add the file upload component
+ * for importing bank statements directly from the finish screen.
+ */
+patch(BankRecFinishButtons, {
+    components: {
+        AccountFileUploader,
+    }
+})

Fusion Accounting/static/src/bank_reconciliation/finish_buttons.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+    <t t-name="fusion_accounting.BankRecFinishButtons" t-inherit="fusion_accounting.BankRecFinishButtons" t-inherit-mode="extension">
+        <xpath expr="//p" position="before">
+            <div class="mb-1" t-call="account.AccountViewUploadButton"/>
+        </xpath>
+    </t>
+</templates>

Fusion Accounting/static/src/bank_reconciliation/kanban.js

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+// Fusion Accounting - Bank Reconciliation Kanban Upload
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { registry } from "@web/core/registry";
+import { AccountFileUploader } from "@account/components/account_file_uploader/account_file_uploader";
+import { UploadDropZone } from "@account/components/upload_drop_zone/upload_drop_zone";
+import { BankRecKanbanView, BankRecKanbanController, BankRecKanbanRenderer } from "@fusion_accounting/components/bank_reconciliation/kanban";
+import { useState } from "@odoo/owl";
+
+/**
+ * BankRecKanbanUploadController - Extends the kanban controller with
+ * file upload support for importing bank statements via drag-and-drop.
+ */
+export class BankRecKanbanUploadController extends BankRecKanbanController {
+    static components = {
+        ...BankRecKanbanController.components,
+        AccountFileUploader,
+    }
+}
+
+export class BankRecUploadKanbanRenderer extends BankRecKanbanRenderer {
+    static template = "account.BankRecKanbanUploadRenderer";
+    static components = {
+        ...BankRecKanbanRenderer.components,
+        UploadDropZone,
+    };
+    setup() {
+        super.setup();
+        this.dropzoneState = useState({
+            visible: false,
+        });
+    }
+
+    onDragStart(ev) {
+        if (ev.dataTransfer.types.includes("Files")) {
+            this.dropzoneState.visible = true
+        }
+    }
+}
+
+export const BankRecKanbanUploadView = {
+    ...BankRecKanbanView,
+    Controller: BankRecKanbanUploadController,
+    Renderer: BankRecUploadKanbanRenderer,
+    buttonTemplate: "account.BankRecKanbanButtons",
+};
+
+registry.category("views").add('bank_rec_widget_kanban', BankRecKanbanUploadView, { force: true });

Fusion Accounting/static/src/bank_reconciliation/kanban.xml

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+<templates id="template" xml:space="preserve">
+    <t t-name="account.BankRecKanbanButtons">
+        <xpath expr="//div[hasclass('o_cp_buttons')]" position="inside">
+            <t t-call="account.AccountViewUploadButton"/>
+        </xpath>
+    </t>
+
+    <t t-name="account.BankRecKanbanUploadRenderer" t-inherit="account.BankRecKanbanRenderer" t-inherit-mode="primary">
+        <xpath expr="//div[@t-ref='root']" position="before">
+            <UploadDropZone
+                visible="dropzoneState.visible"
+                hideZone="() => dropzoneState.visible = false"/>
+        </xpath>
+        <xpath expr="//div[@t-ref='root']" position="attributes">
+            <attribute name="t-on-dragenter.stop.prevent">onDragStart</attribute>
+        </xpath>
+    </t>
+
+</templates>

Fusion Accounting/static/src/bank_reconciliation/list.js

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+// Fusion Accounting - Bank Reconciliation List Upload
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { registry } from "@web/core/registry";
+import { ListRenderer } from "@web/views/list/list_renderer";
+import { AccountFileUploader } from "@account/components/account_file_uploader/account_file_uploader";
+import { UploadDropZone } from "@account/components/upload_drop_zone/upload_drop_zone";
+import { bankRecListView, BankRecListController } from "@fusion_accounting/components/bank_reconciliation/list";
+import { useState } from "@odoo/owl";
+
+/**
+ * BankRecListUploadController - Extends the list controller with file
+ * upload capabilities for importing bank statements via drag-and-drop.
+ */
+export class BankRecListUploadController extends BankRecListController {
+    static components = {
+        ...BankRecListController.components,
+        AccountFileUploader,
+    }
+}
+
+export class BankRecListUploadRenderer extends ListRenderer {
+    static template = "account.BankRecListUploadRenderer";
+    static components = {
+        ...ListRenderer.components,
+        UploadDropZone,
+    }
+
+    setup() {
+        super.setup();
+        this.dropzoneState = useState({ visible: false });
+    }
+
+    onDragStart(ev) {
+        if (ev.dataTransfer.types.includes("Files")) {
+            this.dropzoneState.visible = true
+        }
+    }
+}
+
+export const bankRecListUploadView = {
+    ...bankRecListView,
+    Controller: BankRecListUploadController,
+    Renderer: BankRecListUploadRenderer,
+    buttonTemplate: "account.BankRecListUploadButtons",
+}
+
+registry.category("views").add("bank_rec_list", bankRecListUploadView, { force: true });

Fusion Accounting/static/src/bank_reconciliation/list.xml

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+<templates id="template" xml:space="preserve">
+    <t t-name="account.BankRecListUploadButtons" t-inherit="web.ListView.Buttons" t-inherit-mode="primary">
+        <xpath expr="//div[hasclass('o_list_buttons')]" position="inside">
+            <t t-call="account.AccountViewUploadButton"/>
+        </xpath>
+    </t>
+
+    <t t-name="account.BankRecListUploadRenderer" t-inherit="web.ListRenderer" t-inherit-mode="primary">
+        <xpath expr="//div[@t-ref='root']" position="before">
+            <UploadDropZone
+                visible="dropzoneState.visible"
+                hideZone="() => dropzoneState.visible = false"/>
+        </xpath>
+
+        <xpath expr="//div[@t-ref='root']" position="attributes">
+            <attribute name="t-on-dragenter.stop.prevent">onDragStart</attribute>
+        </xpath>
+    </t>
+</templates>

Fusion Accounting/static/src/bank_statement_csv_import_action.js

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+// Fusion Accounting - Bank Statement CSV Import Action
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { onWillStart } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { useService } from "@web/core/utils/hooks";
+import { _t } from "@web/core/l10n/translation";
+import { ImportAction } from "@base_import/import_action/import_action";
+import { useBankStatementCSVImportModel } from "./bank_statement_csv_import_model";
+
+/**
+ * BankStatementImportAction - Client action for importing bank statements
+ * from CSV files. Extends the base import action with journal-specific
+ * configuration and post-import navigation.
+ */
+export class BankStatementImportAction extends ImportAction {
+    setup() {
+        super.setup();
+
+        this.action = useService("action");
+
+        this.model = useBankStatementCSVImportModel({
+            env: this.env,
+            resModel: this.resModel,
+            context: this.props.action.params.context || {},
+            orm: this.orm,
+        });
+
+        this.env.config.setDisplayName(_t("Import Bank Statement")); // Displayed in the breadcrumbs
+        this.state.filename = this.props.action.params.filename || undefined;
+
+        onWillStart(async () => {
+            if (this.props.action.params.context) {
+                this.model.id = this.props.action.params.context.wizard_id;
+                await super.handleFilesUpload([{ name: this.state.filename }])
+            }
+        });
+    }
+
+    async exit() {
+        if (this.model.statement_id) {
+            const res = await this.orm.call(
+                "account.bank.statement",
+                "action_open_bank_reconcile_widget",
+                [this.model.statement_id]
+            );
+            return this.action.doAction(res);
+        }
+        super.exit();
+    }
+}
+
+registry.category("actions").add("import_bank_stmt", BankStatementImportAction);

Fusion Accounting/static/src/bank_statement_csv_import_model.js

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+// Fusion Accounting - Bank Statement CSV Import Model
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { useState } from "@odoo/owl";
+import { BaseImportModel } from "@base_import/import_model";
+
+/**
+ * BankStatementCSVImportModel - Import model for bank statement CSV files.
+ * Handles journal selection and CSV parsing configuration for
+ * streamlined bank statement data import.
+ */
+class BankStatementCSVImportModel extends BaseImportModel {
+    async init() {
+        this.importOptionsValues.bank_stmt_import = {
+            value: true,
+        };
+        return Promise.resolve();
+    }
+
+    async _onLoadSuccess(res) {
+        super._onLoadSuccess(res);
+
+        if (!res.messages || res.messages.length === 0 || res.messages.length > 1) {
+            return;
+        }
+
+        const message = res.messages[0];
+        if (message.ids) {
+            this.statement_line_ids = message.ids
+        }
+
+        if (message.messages && message.messages.length > 0) {
+            this.statement_id = message.messages[0].statement_id
+        }
+    }
+}
+
+/**
+ * @returns {BankStatementCSVImportModel}
+ */
+export function useBankStatementCSVImportModel({ env, resModel, context, orm }) {
+    return useState(new BankStatementCSVImportModel({ env, resModel, context, orm }));
+}

Fusion Accounting/static/src/components/account_report/account_report.js

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+// Fusion Accounting - Account Report Component
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { registry } from "@web/core/registry";
+import { useService } from "@web/core/utils/hooks";
+import { ControlPanel } from "@web/search/control_panel/control_panel";
+
+import { Component, onWillStart, useState, useSubEnv } from "@odoo/owl";
+
+import { AccountReportController } from "@fusion_accounting/components/account_report/controller";
+import { AccountReportButtonsBar } from "@fusion_accounting/components/account_report/buttons_bar/buttons_bar";
+import { AccountReportCogMenu } from "@fusion_accounting/components/account_report/cog_menu/cog_menu";
+import { AccountReportEllipsis } from "@fusion_accounting/components/account_report/ellipsis/ellipsis";
+import { AccountReportFilters } from "@fusion_accounting/components/account_report/filters/filters";
+import { AccountReportHeader } from "@fusion_accounting/components/account_report/header/header";
+import { AccountReportLine } from "@fusion_accounting/components/account_report/line/line";
+import { AccountReportLineCell } from "@fusion_accounting/components/account_report/line_cell/line_cell";
+import { AccountReportLineName } from "@fusion_accounting/components/account_report/line_name/line_name";
+import { AccountReportSearchBar } from "@fusion_accounting/components/account_report/search_bar/search_bar";
+import { standardActionServiceProps } from "@web/webclient/actions/action_service";
+import { useSetupAction } from "@web/search/action_hook";
+
+/**
+ * AccountReport - Main client action component for rendering financial reports.
+ * Manages report lifecycle, sub-components, and user interactions such as
+ * folding/unfolding lines, pagination, and custom component registration.
+ */
+export class AccountReport extends Component {
+    static template = "fusion_accounting.AccountReport";
+    static props = { ...standardActionServiceProps };
+    static components = {
+        ControlPanel,
+        AccountReportButtonsBar,
+        AccountReportCogMenu,
+        AccountReportSearchBar,
+    };
+
+    static customizableComponents = [
+        AccountReportEllipsis,
+        AccountReportFilters,
+        AccountReportHeader,
+        AccountReportLine,
+        AccountReportLineCell,
+        AccountReportLineName,
+    ];
+    static defaultComponentsMap = [];
+
+    setup() {
+
+        useSetupAction({
+            getLocalState: () => {
+                return {
+                    keep_journal_groups_options: true,  // used when using the breadcrumb
+                };
+            }
+        })
+        if (this.props?.state?.keep_journal_groups_options !== undefined) {
+            this.props.action.keep_journal_groups_options = true;
+        }
+
+        // Can not use 'control-panel-bottom-right' slot without this, as viewSwitcherEntries doesn't exist here.
+        this.env.config.viewSwitcherEntries = [];
+
+        this.orm = useService("orm");
+        this.actionService = useService("action");
+        this.controller = useState(new AccountReportController(this.props.action));
+        this.initialQuery = this.props.action.context?.default_filter_accounts;
+
+        for (const customizableComponent of AccountReport.customizableComponents)
+            AccountReport.defaultComponentsMap[customizableComponent.name] = customizableComponent;
+
+        onWillStart(async () => {
+            await this.controller.load(this.env);
+        });
+
+        useSubEnv({
+            controller: this.controller,
+            component: this.getComponent.bind(this),
+            template: this.getTemplate.bind(this),
+        });
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Custom overrides
+    // -----------------------------------------------------------------------------------------------------------------
+    static registerCustomComponent(customComponent) {
+        registry.category("fusion_accounting_custom_components").add(customComponent.template, customComponent);
+    }
+
+    get cssCustomClass() {
+        return this.controller.data.custom_display.css_custom_class || "";
+    }
+
+    getComponent(name) {
+        const customComponents = this.controller.data.custom_display.components;
+
+        if (customComponents && customComponents[name])
+            return registry.category("fusion_accounting_custom_components").get(customComponents[name]);
+
+        return AccountReport.defaultComponentsMap[name];
+    }
+
+    getTemplate(name) {
+        const customTemplates = this.controller.data.custom_display.templates;
+
+        if (customTemplates && customTemplates[name])
+            return customTemplates[name];
+
+        return `fusion_accounting.${ name }Customizable`;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Table
+    // -----------------------------------------------------------------------------------------------------------------
+    get tableClasses() {
+        let classes = "";
+
+        if (this.controller.options.columns.length > 1) {
+            classes += " striped";
+        }
+
+        if (this.controller.options['horizontal_split'])
+            classes += " w-50 mx-2";
+
+        return classes;
+    }
+}
+
+registry.category("actions").add("account_report", AccountReport);

Fusion Accounting/static/src/components/account_report/account_report.scss

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+.account_report {
+    .fit-content { width: fit-content }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Control panel
+    //------------------------------------------------------------------------------------------------------------------
+    .o_control_panel_main_buttons {
+        .dropdown-item {
+            padding: 0;
+            .btn-link {
+                width: 100%;
+                text-align: left;
+                padding: 3px 20px;
+                border-radius: 0;
+            }
+        }
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Sections
+    //------------------------------------------------------------------------------------------------------------------
+    .section_selector {
+        display: flex;
+        gap: 4px;
+        margin: 16px 16px 8px 16px;
+        justify-content: center;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Alert
+    //------------------------------------------------------------------------------------------------------------------
+    .warnings { margin-bottom: 1rem }
+    .alert {
+        margin-bottom: 0;
+        border-radius: 0;
+
+        a:hover { cursor:pointer }
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // No content
+    //------------------------------------------------------------------------------------------------------------------
+    .o_view_nocontent { z-index: -1 }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Table
+    //------------------------------------------------------------------------------------------------------------------
+    .table {
+        background-color: $o-view-background-color;
+        border-collapse: separate; //!\\ Allows to add padding to the table
+        border-spacing: 0; //!\\ Removes default spacing between cells due to 'border-collapse: separate'
+        font-size: 0.8rem;
+        margin: 0 auto 24px;
+        padding: 24px;
+        width: auto;
+        min-width: 800px;
+        border: 1px solid $o-gray-300;
+        border-radius: 0.25rem;
+
+        > :not(caption) > * > * { padding: 0.25rem 0.75rem } //!\\ Override of bootstrap, keep selector
+
+        > thead {
+            > tr {
+                th:first-child {
+                    color: lightgrey;
+                }
+                th:not(:first-child) {
+                    text-align: center;
+                    vertical-align: middle;
+                }
+            }
+            > tr:not(:last-child) > th:not(:first-child) { border: 1px solid $o-gray-300 }
+        }
+
+        > tbody {
+            > tr {
+                &.unfolded { font-weight: bold }
+                > td {
+                    a { cursor: pointer }
+                    .clickable { color: $o-action }
+                    &.muted { color: var(--AccountReport-muted-data-color, $o-gray-300) }
+                    &:empty::after{ content: "\00a0" } //!\\ Prevents the collapse of empty table rows
+                    &:empty { line-height: 1 }
+                    .btn_annotation { color: $o-action }
+                }
+
+                &:not(.empty) > td { border-bottom: 1px solid var(--AccountReport-fine-line-separator-color, $o-gray-200) }
+                &.total { font-weight: bold }
+                &.o_bold_tr { font-weight: bold }
+
+                &.unfolded {
+                    > td { border-bottom: 1px solid $o-gray-300 }
+                    .btn_action { opacity: 1 }
+                    .btn_more { opacity: 1 }
+                }
+
+                &:hover {
+                    &.empty > * { --table-accent-bg: transparent }
+                    .auditable {
+                        color: $o-action !important;
+
+                        > a:hover { cursor: pointer }
+                    }
+                    .muted { color: $o-gray-800 }
+                    .btn_action, .btn_more {
+                        opacity: 1;
+                        color: $o-action;
+                    }
+                    .btn_edit { color: $o-action }
+                    .btn_dropdown { color: $o-action }
+                    .btn_foldable { color: $o-action }
+                    .btn_ellipsis { color: $o-action }
+                    .btn_annotation_go { color: $o-action }
+                    .btn_debug { color: $o-action }
+                }
+            }
+        }
+    }
+
+    table.striped {
+        //!\\ Changes the background of every even column starting with the 3rd one
+        > thead > tr:not(:first-child) > th:nth-child(2n+3) { background: $o-gray-100 }
+        > tbody {
+            > tr:not(.line_level_0):not(.empty) > td:nth-child(2n+3) { background: $o-gray-100 }
+            > tr.line_level_0 > td:nth-child(2n+3) { background: $o-gray-300 }
+        }
+    }
+
+    thead.sticky {
+        background-color: $o-view-background-color;
+        position: sticky;
+        top: 0;
+        z-index: 999;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Line
+    //------------------------------------------------------------------------------------------------------------------
+    .line_name {
+        > .wrapper {
+            display: flex;
+
+            > .content {
+                display: flex;
+                sup { top: auto }
+            }
+        }
+
+        .name { white-space: nowrap }
+        &.unfoldable:hover { cursor: pointer }
+    }
+
+    .line_cell {
+        > .wrapper {
+            display: flex;
+            align-items: center;
+
+            > .content { display: flex }
+        }
+
+        &.date > .wrapper { justify-content: center }
+        &.numeric > .wrapper { justify-content: flex-end }
+        .name { white-space: nowrap }
+    }
+
+    .editable-cell {
+        input {
+            color: $o-action;
+            border: none;
+            max-width: 100px;
+            float: right;
+
+            &:hover {
+                cursor: pointer;
+            }
+        }
+
+        &:hover {
+            cursor: pointer;
+        }
+
+        &:focus-within {
+            border-bottom-color: $o-action !important;
+
+            input {
+                color: $o-black;
+            }
+        }
+    }
+
+    .line_level_0 {
+        color: $o-gray-700;
+        font-weight: bold;
+
+        > td {
+            border-bottom: 0 !important;
+            background-color: $o-gray-300;
+        }
+        .muted { color: $o-gray-400 !important }
+        .btn_debug { color: $o-gray-400 }
+    }
+
+    @for $i from 2 through 16 {
+        .line_level_#{$i} {
+            $indentation: (($i + 1) * 8px) - 20px; // 20px are for the btn_foldable width
+
+            > td {
+                color: $o-gray-700;
+
+                &.line_name.unfoldable .wrapper { column-gap: calc(#{ $indentation }) }
+                &.line_name:not(.unfoldable) .wrapper { padding-left: $indentation }
+            }
+        }
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Link
+    //------------------------------------------------------------------------------------------------------------------
+    .link { color: $o-action }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // buttons
+    //------------------------------------------------------------------------------------------------------------------
+    .btn_debug, .btn_dropdown, .btn_foldable, .btn_foldable_empty, .btn_sortable, .btn_ellipsis,
+    .btn_more, .btn_annotation, .btn_annotation_go, .btn_annotation_delete, .btn_action, .btn_edit {
+        border: none;
+        color: $o-gray-300;
+        font-size: inherit;
+        font-weight: normal;
+        padding: 0;
+        text-align: center;
+        width: 20px;
+        white-space: nowrap;
+
+        &:hover {
+            color: $o-action !important;
+            cursor: pointer;
+        }
+    }
+
+    .btn_sortable > .fa-long-arrow-up, .btn_sortable > .fa-long-arrow-down { color: $o-action }
+    .btn_foldable { color: $o-gray-500 }
+    .btn_foldable_empty:hover { cursor: default  }
+    .btn_ellipsis > i { vertical-align: bottom }
+    .btn_more { opacity: 1 }
+    .btn_annotation { margin-left: 6px }
+    .btn_annotation_go { color: $o-gray-600 }
+    .btn_annotation_delete {
+        margin-left: 4px;
+        vertical-align: baseline;
+    }
+    .btn_action {
+        opacity: 0;
+        background-color: $o-view-background-color;
+        color: $o-gray-600;
+        width: auto;
+        padding: 0 0.25rem;
+        margin: 0 0.25rem;
+        border: 1px solid $o-gray-300;
+        border-radius: 0.25rem;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Dropdown
+    //------------------------------------------------------------------------------------------------------------------
+    .dropdown { display: inline }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Annotation
+    //------------------------------------------------------------------------------------------------------------------
+    .annotations {
+        border-top: 1px solid $o-gray-300;
+        font-size: 0.8rem;
+        padding: 24px 0;
+
+        > li {
+            line-height: 24px;
+            margin-left: 24px;
+            &:hover > button { color: $o-action }
+        }
+    }
+}
+
+//----------------------------------------------------------------------------------------------------------------------
+// Dialogs
+//----------------------------------------------------------------------------------------------------------------------
+.account_report_annotation_dialog {
+    textarea {
+        border: 1px solid $o-gray-300;
+        border-radius: 0.25rem;
+        height: 120px;
+        padding: .5rem;
+    }
+}
+
+//----------------------------------------------------------------------------------------------------------------------
+// Popovers
+//----------------------------------------------------------------------------------------------------------------------
+.account_report_popover_edit {
+    padding: .5rem 1rem;
+    box-sizing: content-box;
+
+    .edit_popover_boolean label { padding: 0 12px 0 4px }
+
+    .edit_popover_string {
+        width: 260px;
+        padding: 8px;
+        border-color: $o-gray-200;
+    }
+
+    .btn {
+        color: $o-white;
+        background-color: $o-action;
+    }
+}
+
+.account_report_popover_ellipsis {
+    > p {
+        float: left;
+        margin: 1rem;
+        width: 360px;
+    }
+}
+
+.account_report_btn_clone {
+    margin: 1rem 1rem 0 0;
+    border: none;
+    color: $o-gray-300;
+    font-size: inherit;
+    font-weight: normal;
+    padding: 0;
+    text-align: center;
+    width: 20px;
+
+    &:hover {
+        color: $o-action !important;
+        cursor: pointer;
+    }
+}
+
+.account_report_popover_debug {
+    width: 350px;
+    overflow-x: auto;
+
+    > .line_debug {
+        display: flex;
+        flex-direction: row;
+        padding: .25rem 1rem;
+
+        &:first-child { padding-top: 1rem }
+        &:last-child { padding-bottom: 1rem }
+
+        > span:first-child {
+            color: $o-gray-600;
+            max-width: 25%; //!\\ Not the same as 'width' because of 'display: flex'
+            min-width: 25%; //!\\ Not the same as 'width' because of 'display: flex'
+            white-space: nowrap;
+            margin-right: 10px;
+        }
+        > span:last-child {
+            color: $o-gray-800;
+            max-width: 75%; //!\\ Not the same as 'width' because of 'display: flex'
+            min-width: 75%; //!\\ Not the same as 'width' because of 'display: flex'
+        }
+
+        > code { color: $primary }
+    }
+
+    > .totals_separator { margin: .25rem 1rem }
+    > .engine_separator { margin: 1rem }
+}
+
+.carryover_popover {
+    margin: 12px;
+    width: 300px;
+}
+
+.o_web_client:has(.annotation_popover) {
+
+    .popover:has(.annotation_tooltip) { visibility: hidden; }
+
+    .popover:has(.annotation_popover) {
+        max-height: 45%;
+        max-width: 60%;
+        white-space: pre-wrap;
+        overflow-y: auto;
+
+        .annotation_popover {
+            overflow: scroll;
+
+            .annotation_popover_line th{
+                background-color: $o-white;
+                position: sticky;
+                top: 0;
+                z-index: 10;
+            }
+
+        }
+
+        .annotation_popover_line:nth-child(2n+2) { background: $o-gray-200; }
+
+        .annotation_popover_line {
+            .o_datetime_input {
+                border: none;
+            }
+        }
+
+        tr, th, td:not(:has(.btn_annotation_update)):not(:has(.btn_annotation_delete)) {
+            padding: .5rem 1rem .5rem .5rem;
+            vertical-align: top;
+        }
+
+        .annotation_popover_editable_cell {
+            background-color: transparent;
+            border: 0;
+            box-shadow: none;
+            color: $o-gray-700;
+            resize: none;
+            width: 85px;
+            outline: none;
+        }
+    }
+}
+
+label:focus-within input { border: 0; }
+
+.popover:has(.annotation_tooltip) {
+
+    > .tooltip-inner {
+        padding: 0;
+        color: $o-white;
+        background-color: $o-white;
+
+        > .annotation_tooltip {
+            color: $o-gray-700;
+            background-color: $o-white;
+            white-space: pre-wrap;
+
+            > .annotation_tooltip_line:nth-child(2n+2) { background: $o-gray-200; }
+
+            tr, th, td {
+                padding: .25rem .5rem .25rem .25rem;
+                overflow: hidden;
+                text-overflow: ellipsis;
+                vertical-align: top;
+            }
+        }
+
+        + .popover-arrow {
+            &.top-0::after { border-right-color: $o-white; }
+            &.bottom-0::after { border-left-color: $o-white; }
+            &.start-0::after { border-bottom-color: $o-white; }
+            &.end-0::after { border-top-color: $o-white; }
+        }
+    }
+}

Fusion Accounting/static/src/components/account_report/account_report.xml

@@ -0,0 +1,107 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReport">
+        <t t-call="{{ env.template('AccountReport') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportCustomizable">
+        <div class="o_action account_report" t-att-class="cssCustomClass">
+            <ControlPanel>
+                <!-- Buttons bar -->
+                <t t-set-slot="control-panel-create-button">
+                    <AccountReportButtonsBar/>
+                </t>
+                <t t-set-slot="control-panel-additional-actions">
+                    <AccountReportCogMenu/>
+                </t>
+
+                <!-- Search bar (if configured for report) and filters -->
+                <t t-set-slot="layout-actions">
+                   <div class="d-flex gap-1 flex-wrap">
+                       <t t-if="controller.options.search_bar">
+                           <AccountReportSearchBar initialQuery="initialQuery"/>
+                           <br/>
+                       </t>
+                       <t t-component="env.component('AccountReportFilters')"/>
+                   </div>
+                </t>
+            </ControlPanel>
+
+            <div class="o_content">
+                <!-- Sections -->
+                <t t-if="controller.options.sections.length">
+                    <div id="section_selector" class="section_selector">
+                        <t t-foreach="controller.options.sections" t-as="section" t-key="section_index">
+                            <button
+                                t-att-class="(controller.options.selected_section_id === section.id) ? 'btn btn-secondary' : 'btn btn-primary'"
+                                t-on-click="() => controller.switchToSection(section.id)"
+                                t-out="section.name"
+                            />
+                        </t>
+
+                        <t t-if="controller.options['has_inactive_sections']">
+                            <button class="btn btn-secondary" t-on-click="(ev) => controller.reportAction(ev, 'action_display_inactive_sections')" >+</button>
+                        </t>
+                    </div>
+                </t>
+
+                <!-- Warnings -->
+                <t t-if="controller.warnings">
+                    <div id="warnings" class="warnings d-print-none">
+                        <t t-foreach="controller.warnings" t-as="warningTemplateRef" t-key="warningTemplateRef">
+                            <t t-set="warningParams" t-value="controller.warnings[warningTemplateRef]"/>
+
+                            <div t-att-class="`alert alert-${warningParams['alert_type'] || 'info'} text-center`">
+                                <t t-call="{{ warningTemplateRef }}"/>
+                            </div>
+                        </t>
+                    </div>
+                </t>
+
+                <t t-if="controller.lines.length">
+                    <!-- Table -->
+                    <div class="mx-auto fit-content w-print-100">
+                        <div class="d-flex align-items-start">
+                            <t t-foreach="controller.options['horizontal_split'] ? ['left', 'right'] : [null]" t-as="splitSide" t-key="splitSide">
+                                <table
+                                    class="table table-borderless table-hover w-print-100"
+                                    t-att-class="tableClasses"
+                                >
+                                    <t t-component="env.component('AccountReportHeader')"/>
+                                    <tbody>
+                                        <t t-foreach="controller.lines" t-as="line" t-key="line.id">
+                                            <t t-if="!splitSide || splitSide === (line.horizontal_split_side || 'left')">
+                                                <!--
+                                                    We filter lines directly in the template so that the indices passed to AccountReportLine component
+                                                    correspond to indices in the global lines list ; for genericity of the code.
+                                                -->
+                                                <t t-if="controller.areLinesOrdered()">
+                                                    <t t-set="orderedIndex" t-value="controller.linesOrder[line_index]"/>
+                                                    <t t-set="orderedLine" t-value="controller.lines[orderedIndex]"/>
+
+                                                    <t t-component="env.component('AccountReportLine')" t-props="{ lineIndex: orderedIndex, line: orderedLine }"/>
+                                                </t>
+                                                <t t-else="">
+                                                    <t t-component="env.component('AccountReportLine')" t-props="{ lineIndex: line_index, line: line }"/>
+                                                </t>
+                                            </t>
+                                        </t>
+                                    </tbody>
+                                </table>
+                            </t>
+                        </div>
+                    </div>
+                </t>
+                <t t-else="">
+                    <!-- No content -->
+                    <div class="o_view_nocontent">
+                        <div class="o_nocontent_help">
+                            <p class="o_view_nocontent_neutral_face">No data to display !</p>
+                            <p>There is no data to display for the given filters.</p>
+                        </div>
+                    </div>
+                </t>
+            </div>
+        </div>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/buttons_bar/buttons_bar.js

@@ -0,0 +1,32 @@
+// Fusion Accounting - Account Report Buttons Bar
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component, useState } from "@odoo/owl";
+
+/**
+ * AccountReportButtonsBar - Renders the action buttons toolbar for reports.
+ * Displays context-sensitive buttons based on the current report state.
+ */
+export class AccountReportButtonsBar extends Component {
+    static template = "fusion_accounting.AccountReportButtonsBar";
+    static props = {};
+
+    setup() {
+        this.controller = useState(this.env.controller);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Buttons
+    //------------------------------------------------------------------------------------------------------------------
+    get barButtons() {
+        const buttons = [];
+
+        for (const button of this.controller.buttons) {
+            if (button.always_show) {
+                buttons.push(button);
+            }
+        }
+
+        return buttons;
+    }
+}

Fusion Accounting/static/src/components/account_report/buttons_bar/buttons_bar.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportButtonsBar">
+        <t t-if="controller.buttons.length">
+            <t t-foreach="barButtons" t-as="barButton" t-key="barButton_index">
+                <button
+                    t-att-class="'btn text-nowrap' + (barButton.disabled ? ' disabled' : '') + (barButton_first ? ' btn-primary' : ' btn-secondary')"
+                    t-on-click="(ev) => controller.reportAction(ev, barButton.error_action || barButton.action, barButton.action_param, true)"
+                >
+                    <t t-out="barButton.name"/>
+                </button>
+            </t>
+        </t>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/cog_menu/cog_menu.js

@@ -0,0 +1,35 @@
+// Fusion Accounting - Account Report Cog Menu
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import {Component, useState} from "@odoo/owl";
+import { Dropdown } from "@web/core/dropdown/dropdown";
+import { DropdownItem } from "@web/core/dropdown/dropdown_item";
+
+/**
+ * AccountReportCogMenu - Settings dropdown menu for report configuration.
+ * Provides access to report variants, export options, and other settings.
+ */
+export class AccountReportCogMenu extends Component {
+    static template = "fusion_accounting.AccountReportCogMenu";
+    static components = {Dropdown, DropdownItem};
+    static props = {};
+
+    setup() {
+        this.controller = useState(this.env.controller);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Buttons
+    //------------------------------------------------------------------------------------------------------------------
+    get cogButtons() {
+        const buttons = [];
+
+        for (const button of this.controller.buttons) {
+            if (!button.always_show) {
+                buttons.push(button);
+            }
+        }
+
+        return buttons;
+    }
+}

Fusion Accounting/static/src/components/account_report/cog_menu/cog_menu.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_accounting.AccountReportCogMenu">
+        <t t-if="cogButtons.length">
+            <Dropdown>
+                <button class="btn p-0 ms-1 border-0">
+                    <i class="fa fa-fw fa-cog"/>
+                </button>
+                <t t-set-slot="content">
+                    <t t-foreach="cogButtons" t-as="cogButton" t-key="cogButton_index">
+                        <DropdownItem
+                            onSelected="(ev) => controller.reportAction(ev, cogButton.error_action || cogButton.action, cogButton.action_param, true)"
+                        >
+                            <t t-out="cogButton.name"/>
+                        </DropdownItem>
+                    </t>
+                </t>
+            </Dropdown>
+        </t>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/controller.js

@@ -0,0 +1,811 @@
+// Fusion Accounting - Account Report Controller
+// Copyright (C) 2026 Nexa Systems Inc.
+
+/* global owl:readonly */
+
+import { browser } from "@web/core/browser/browser";
+import { user } from "@web/core/user";
+import { useService } from "@web/core/utils/hooks";
+
+import { removeTaxGroupingFromLineId } from "@fusion_accounting/js/util";
+
+/**
+ * AccountReportController - Core controller managing report data, options,
+ * and server communication. Handles loading report data, applying filters,
+ * managing line expansion/collapse state, and dispatching report actions.
+ */
+export class AccountReportController {
+    constructor(action) {
+        this.action = action;
+        this.actionService = useService("action");
+        this.dialog = useService("dialog");
+        this.orm = useService("orm");
+    }
+
+    async load(env) {
+        this.env = env;
+        this.reportOptionsMap = {};
+        this.reportInformationMap = {};
+        this.lastOpenedSectionByReport = {};
+        this.loadingCallNumberByCacheKey = new Proxy(
+            {},
+            {
+                get(target, name) {
+                    return name in target ? target[name] : 0;
+                },
+                set(target, name, newValue) {
+                    target[name] = newValue;
+                    return true;
+                },
+            }
+        );
+        this.actionReportId = this.action.context.report_id;
+        const isOpeningReport = !this.action?.keep_journal_groups_options  // true when opening the report, except when coming from the breadcrumb
+        const mainReportOptions = await this.loadReportOptions(this.actionReportId, false, this.action.params?.ignore_session, isOpeningReport);
+        const cacheKey = this.getCacheKey(mainReportOptions['sections_source_id'], mainReportOptions['report_id']);
+
+        // We need the options to be set and saved in order for the loading to work properly
+        this.options = mainReportOptions;
+        this.reportOptionsMap[cacheKey] = mainReportOptions;
+        this.incrementCallNumber(cacheKey);
+        this.options["loading_call_number"] = this.loadingCallNumberByCacheKey[cacheKey];
+        this.saveSessionOptions(mainReportOptions);
+
+        const activeSectionPromise = this.displayReport(mainReportOptions['report_id']);
+        this.preLoadClosedSections();
+        await activeSectionPromise;
+    }
+
+    getCacheKey(sectionsSourceId, reportId) {
+        return `${sectionsSourceId}_${reportId}`
+    }
+
+    incrementCallNumber(cacheKey = null) {
+        if (!cacheKey) {
+            cacheKey = this.getCacheKey(this.options['sections_source_id'], this.options['report_id']);
+        }
+        this.loadingCallNumberByCacheKey[cacheKey] += 1;
+    }
+
+    async displayReport(reportId) {
+        const cacheKey = await this.loadReport(reportId);
+        const options = await this.reportOptionsMap[cacheKey];
+        const informationMap = await this.reportInformationMap[cacheKey];
+        if (
+            options !== undefined
+            && this.loadingCallNumberByCacheKey[cacheKey] === options["loading_call_number"]
+            && (this.lastOpenedSectionByReport === {} || this.lastOpenedSectionByReport[options['selected_variant_id']] === options['selected_section_id'])
+        ) {
+            // the options gotten from the python correspond to the ones that called this displayReport
+            this.options = options;
+
+            // informationMap might be undefined if the promise has been deleted by another call.
+            // Don't need to set data, the call that deleted it is coming to re-put data
+            if (informationMap !== undefined) {
+                this.data = informationMap;
+                // If there is a specific order for lines in the options, we want to use it by default
+                if (this.areLinesOrdered()) {
+                    await this.sortLines();
+                }
+                this.setLineVisibility(this.lines);
+                this.refreshVisibleAnnotations();
+                this.saveSessionOptions(this.options);
+            }
+
+        }
+    }
+
+    async reload(optionPath, newOptions) {
+        const rootOptionKey = optionPath ? optionPath.split(".")[0] : "";
+
+        /*
+        When reloading the UI after setting an option filter, invalidate the cached options and data of all sections supporting this filter.
+        This way, those sections will be reloaded (either synchronously when the user tries to access them or asynchronously via the preloading
+        feature), and will then use the new filter value. This ensures the filters are always applied consistently to all sections.
+        */
+        for (const [cacheKey, cachedOptionsPromise] of Object.entries(this.reportOptionsMap)) {
+            let cachedOptions = await cachedOptionsPromise;
+
+            if (rootOptionKey === "" || cachedOptions.hasOwnProperty(rootOptionKey)) {
+                delete this.reportOptionsMap[cacheKey];
+                delete this.reportInformationMap[cacheKey];
+            }
+        }
+
+        this.saveSessionOptions(newOptions); // The new options will be loaded from the session. Saving them now ensures the new filter is taken into account.
+        await this.displayReport(newOptions['report_id']);
+    }
+
+    async preLoadClosedSections() {
+        let sectionLoaded = false;
+        for (const section of this.options['sections']) {
+            // Preload the first non-loaded section we find amongst this report's sections.
+            const cacheKey = this.getCacheKey(this.options['sections_source_id'], section.id);
+            if (section.id != this.options['report_id'] && !this.reportInformationMap[cacheKey]) {
+                await this.loadReport(section.id, true);
+
+                sectionLoaded = true;
+                // Stop iterating and schedule next call. We don't go on in the loop in case the cache is reset and we need to restart preloading.
+                break;
+            }
+        }
+
+        let nextCallDelay = (sectionLoaded) ? 100 : 1000;
+
+        const self = this;
+        setTimeout(() => self.preLoadClosedSections(), nextCallDelay);
+    }
+
+    async loadReport(reportId, preloading=false) {
+        const options = await this.loadReportOptions(reportId, preloading, false); // This also sets the promise in the cache
+        const reportToDisplayId = options['report_id']; // Might be different from reportId, in case the report to open uses sections
+
+        const cacheKey = this.getCacheKey(options['sections_source_id'], reportToDisplayId)
+        if (!this.reportInformationMap[cacheKey]) {
+            this.reportInformationMap[cacheKey] = this.orm.call(
+                "account.report",
+                options.readonly_query ? "get_report_information_readonly" : "get_report_information",
+                [
+                    reportToDisplayId,
+                    options,
+                ],
+                {
+                    context: this.action.context,
+                },
+            );
+        }
+
+        await this.reportInformationMap[cacheKey];
+
+        if (!preloading) {
+            if (options['sections'].length)
+                this.lastOpenedSectionByReport[options['sections_source_id']] = options['selected_section_id'];
+        }
+
+        return cacheKey;
+    }
+
+    async loadReportOptions(reportId, preloading=false, ignore_session=false, isOpeningReport=false) {
+        const loadOptions = (ignore_session || !this.hasSessionOptions()) ? (this.action.params?.options || {}) : this.sessionOptions();
+        const cacheKey = this.getCacheKey(loadOptions['sections_source_id'] || reportId, reportId);
+
+        if (!(cacheKey in this.loadingCallNumberByCacheKey)) {
+            this.incrementCallNumber(cacheKey);
+        }
+        loadOptions["loading_call_number"] = this.loadingCallNumberByCacheKey[cacheKey];
+
+        loadOptions["is_opening_report"] = isOpeningReport;
+
+        if (!this.reportOptionsMap[cacheKey]) {
+            // The options for this section are not loaded nor loading. Let's load them !
+
+            if (preloading)
+                loadOptions['selected_section_id'] = reportId;
+            else {
+                /* Reopen the last opened section by default (cannot be done through regular caching, because composite reports' options are not
+                cached (since they always reroute). */
+                if (this.lastOpenedSectionByReport[reportId])
+                    loadOptions['selected_section_id'] = this.lastOpenedSectionByReport[reportId];
+            }
+
+            this.reportOptionsMap[cacheKey] = this.orm.call(
+                "account.report",
+                "get_options",
+                [
+                   reportId,
+                   loadOptions,
+                ],
+                {
+                   context: this.action.context,
+                },
+            );
+
+            // Wait for the result, and check the report hasn't been rerouted to a section or variant; fix the cache if it has
+            let reportOptions = await this.reportOptionsMap[cacheKey];
+
+            // In case of a reroute, also set the cached options into the reroute target's key
+            const loadedOptionsCacheKey = this.getCacheKey(reportOptions['sections_source_id'], reportOptions['report_id']);
+            if (loadedOptionsCacheKey !== cacheKey) {
+                /* We delete the rerouting report from the cache, to avoid redoing this reroute when reloading the cached options, as it would mean
+                route reports can never be opened directly if they open some variant by default.*/
+                delete this.reportOptionsMap[cacheKey];
+                this.reportOptionsMap[loadedOptionsCacheKey] = reportOptions;
+
+                this.loadingCallNumberByCacheKey[loadedOptionsCacheKey] = 1;
+                delete this.loadingCallNumberByCacheKey[cacheKey];
+                return reportOptions;
+            }
+        }
+
+        return this.reportOptionsMap[cacheKey];
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Generic data getters
+    //------------------------------------------------------------------------------------------------------------------
+    get buttons() {
+        return this.options.buttons;
+    }
+
+    get caretOptions() {
+        return this.data.caret_options;
+    }
+
+    get columnHeadersRenderData() {
+        return this.data.column_headers_render_data;
+    }
+
+    get columnGroupsTotals() {
+        return this.data.column_groups_totals;
+    }
+
+    get context() {
+        return this.data.context;
+    }
+
+    get filters() {
+        return this.data.filters;
+    }
+
+    get annotations() {
+        return this.data.annotations;
+    }
+
+    get groups() {
+        return this.data.groups;
+    }
+
+    get lines() {
+        return this.data.lines;
+    }
+
+    get warnings() {
+        return this.data.warnings;
+    }
+
+    get linesOrder() {
+        return this.data.lines_order;
+    }
+
+    get report() {
+        return this.data.report;
+    }
+
+    get visibleAnnotations() {
+        return this.data.visible_annotations;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Generic data setters
+    //------------------------------------------------------------------------------------------------------------------
+    set annotations(value) {
+        this.data.annotations = value;
+    }
+
+    set columnGroupsTotals(value) {
+        this.data.column_groups_totals = value;
+    }
+
+    set lines(value) {
+        this.data.lines = value;
+        this.setLineVisibility(this.lines);
+    }
+
+    set linesOrder(value) {
+        this.data.lines_order = value;
+    }
+
+    set visibleAnnotations(value) {
+        this.data.visible_annotations = value;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Helpers
+    //------------------------------------------------------------------------------------------------------------------
+    get needsColumnPercentComparison() {
+        return this.options.column_percent_comparison === "growth";
+    }
+
+    get hasCustomSubheaders() {
+        return this.columnHeadersRenderData.custom_subheaders.length > 0;
+    }
+
+    get hasDebugColumn() {
+        return Boolean(this.options.show_debug_column);
+    }
+
+    get hasStringDate() {
+        return "date" in this.options && "string" in this.options.date;
+    }
+
+    get hasVisibleAnnotations() {
+        return Boolean(this.visibleAnnotations.length);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Options
+    //------------------------------------------------------------------------------------------------------------------
+    async _updateOption(operationType, optionPath, optionValue=null, reloadUI=false) {
+        const optionKeys = optionPath.split(".");
+
+        let currentOptionKey = null;
+        let option = this.options;
+
+        while (optionKeys.length > 1) {
+            currentOptionKey = optionKeys.shift();
+            option = option[currentOptionKey];
+
+            if (option === undefined)
+                throw new Error(`Invalid option key in _updateOption(): ${ currentOptionKey } (${ optionPath })`);
+        }
+
+        switch (operationType) {
+            case "update":
+                option[optionKeys[0]] = optionValue;
+                break;
+            case "delete":
+                delete option[optionKeys[0]];
+                break;
+            case "toggle":
+                option[optionKeys[0]] = !option[optionKeys[0]];
+                break;
+            default:
+                throw new Error(`Invalid operation type in _updateOption(): ${ operationType }`);
+        }
+
+        if (reloadUI) {
+            this.incrementCallNumber();
+            await this.reload(optionPath, this.options);
+        }
+    }
+
+    async updateOption(optionPath, optionValue, reloadUI=false) {
+        await this._updateOption('update', optionPath, optionValue, reloadUI);
+    }
+
+    async deleteOption(optionPath, reloadUI=false) {
+        await this._updateOption('delete', optionPath, null, reloadUI);
+    }
+
+    async toggleOption(optionPath, reloadUI=false) {
+        await this._updateOption('toggle', optionPath, null, reloadUI);
+    }
+
+    async switchToSection(reportId) {
+        this.saveSessionOptions({...this.options, 'selected_section_id': reportId});
+        this.displayReport(reportId);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Session options
+    //------------------------------------------------------------------------------------------------------------------
+    sessionOptionsID() {
+        /* Options are stored by action report (so, the report that was targetted by the original action triggering this flow).
+        This allows a more intelligent reloading of the previous options during user navigation (especially concerning sections and variants;
+        you expect your report to open by default the same section as last time you opened it in this http session).
+        */
+        return `account.report:${ this.actionReportId }:${ user.defaultCompany.id }`;
+    }
+
+    hasSessionOptions() {
+        return Boolean(browser.sessionStorage.getItem(this.sessionOptionsID()))
+    }
+
+    saveSessionOptions(options) {
+        browser.sessionStorage.setItem(this.sessionOptionsID(), JSON.stringify(options));
+    }
+
+    sessionOptions() {
+        return JSON.parse(browser.sessionStorage.getItem(this.sessionOptionsID()));
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Lines
+    //------------------------------------------------------------------------------------------------------------------
+    lineHasDebugData(lineIndex) {
+        return 'debug_popup_data' in this.lines[lineIndex];
+    }
+
+    lineHasGrowthComparisonData(lineIndex) {
+        return Boolean(this.lines[lineIndex].column_percent_comparison_data);
+    }
+
+    isLineAncestorOf(ancestorLineId, lineId) {
+        return lineId.startsWith(`${ancestorLineId}|`);
+    }
+
+    isLineChildOf(childLineId, lineId) {
+        return childLineId.startsWith(`${lineId}|`);
+    }
+
+    isLineRelatedTo(relatedLineId, lineId) {
+        return this.isLineAncestorOf(relatedLineId, lineId) || this.isLineChildOf(relatedLineId, lineId);
+    }
+
+    isNextLineChild(index, lineId) {
+        return index < this.lines.length && this.lines[index].id.startsWith(lineId);
+    }
+
+    isNextLineDirectChild(index, lineId) {
+        return index < this.lines.length && this.lines[index].parent_id === lineId;
+    }
+
+    isTotalLine(lineIndex) {
+        return this.lines[lineIndex].id.includes("|total~~");
+    }
+
+    isLoadMoreLine(lineIndex) {
+        return this.lines[lineIndex].id.includes("|load_more~~");
+    }
+
+    isLoadedLine(lineIndex) {
+        const lineID = this.lines[lineIndex].id;
+        const nextLineIndex = lineIndex + 1;
+
+        return this.isNextLineChild(nextLineIndex, lineID) && !this.isTotalLine(nextLineIndex) && !this.isLoadMoreLine(nextLineIndex);
+    }
+
+    async replaceLineWith(replaceIndex, newLines) {
+        await this.insertLines(replaceIndex, 1, newLines);
+    }
+
+    async insertLinesAfter(insertIndex, newLines) {
+        await this.insertLines(insertIndex + 1, 0, newLines);
+    }
+
+    async insertLines(lineIndex, deleteCount, newLines) {
+        this.lines.splice(lineIndex, deleteCount, ...newLines);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Unfolded/Folded lines
+    //------------------------------------------------------------------------------------------------------------------
+    async unfoldLoadedLine(lineIndex) {
+        const lineId = this.lines[lineIndex].id;
+        let nextLineIndex = lineIndex + 1;
+
+        while (this.isNextLineChild(nextLineIndex, lineId)) {
+            if (this.isNextLineDirectChild(nextLineIndex, lineId)) {
+                const nextLine = this.lines[nextLineIndex];
+                nextLine.visible = true;
+                if (!nextLine.unfoldable && this.isNextLineChild(nextLineIndex + 1, nextLine.id)) {
+                    await this.unfoldLine(nextLineIndex);
+                }
+            }
+            nextLineIndex += 1;
+        }
+        return nextLineIndex;
+    }
+
+    async unfoldNewLine(lineIndex) {
+        const options = await this.options;
+        const newLines = await this.orm.call(
+            "account.report",
+            options.readonly_query ? "get_expanded_lines_readonly" : "get_expanded_lines",
+            [
+                this.options['report_id'],
+                this.options,
+                this.lines[lineIndex].id,
+                this.lines[lineIndex].groupby,
+                this.lines[lineIndex].expand_function,
+                this.lines[lineIndex].progress,
+                0,
+                this.lines[lineIndex].horizontal_split_side,
+            ],
+        );
+
+        if (this.areLinesOrdered()) {
+            this.updateLinesOrderIndexes(lineIndex, newLines, false)
+        }
+        this.insertLinesAfter(lineIndex, newLines);
+
+        const totalIndex = lineIndex + newLines.length + 1;
+
+        if (this.filters.show_totals && this.lines[totalIndex] && this.isTotalLine(totalIndex))
+            this.lines[totalIndex].visible = true;
+        return totalIndex
+    }
+
+    /**
+     * When unfolding a line of a sorted report, we need to update the linesOrder array by adding the new lines,
+     * which will require subsequent updates on the array.
+     *
+     * - lineOrderValue represents the line index before sorting the report.
+     * @param {Integer} lineIndex: Index of the current line
+     * @param {Array} newLines: Array of lines to be added
+     * @param {Boolean} replaceLine: Useful for the splice of the linesOrder array in case we want to replace some line
+     *                               example: With the load more, we want to replace the line with others
+     **/
+    updateLinesOrderIndexes(lineIndex, newLines, replaceLine) {
+        let unfoldedLineIndex;
+        // The offset is useful because in case we use 'replaceLineWith' we want to replace the line at index
+        // unfoldedLineIndex with the new lines.
+        const offset = replaceLine ? 0 : 1;
+        for (const [lineOrderIndex, lineOrderValue] of Object.entries(this.linesOrder)) {
+            // Since we will have to add new lines into the linesOrder array, we have to update the index of the lines
+            // having a bigger index than the one we will unfold.
+            // deleteCount of 1 means that a line need to be replaced so the index need to be increase by 1 less than usual
+            if (lineOrderValue > lineIndex) {
+                this.linesOrder[lineOrderIndex] += newLines.length - replaceLine;
+            }
+            // The unfolded line is found, providing a reference for adding children in the 'linesOrder' array.
+            if (lineOrderValue === lineIndex) {
+                unfoldedLineIndex = parseInt(lineOrderIndex)
+            }
+        }
+
+        const arrayOfNewIndex = Array.from({ length: newLines.length }, (dummy, index) => this.linesOrder[unfoldedLineIndex] + index + offset);
+        this.linesOrder.splice(unfoldedLineIndex + offset, replaceLine, ...arrayOfNewIndex);
+    }
+
+    async unfoldLine(lineIndex) {
+        const targetLine = this.lines[lineIndex];
+        let lastLineIndex = lineIndex + 1;
+
+        if (this.isLoadedLine(lineIndex))
+            lastLineIndex = await this.unfoldLoadedLine(lineIndex);
+        else if (targetLine.expand_function) {
+            lastLineIndex = await this.unfoldNewLine(lineIndex);
+        }
+
+        this.setLineVisibility(this.lines.slice(lineIndex + 1, lastLineIndex));
+        targetLine.unfolded = true;
+        this.refreshVisibleAnnotations();
+
+        // Update options
+        if (!this.options.unfolded_lines.includes(targetLine.id))
+            this.options.unfolded_lines.push(targetLine.id);
+
+        this.saveSessionOptions(this.options);
+    }
+
+    foldLine(lineIndex) {
+        const targetLine = this.lines[lineIndex];
+
+        let foldedLinesIDs = new Set([targetLine.id]);
+        let nextLineIndex = lineIndex + 1;
+
+        while (this.isNextLineChild(nextLineIndex, targetLine.id)) {
+            this.lines[nextLineIndex].unfolded = false;
+            this.lines[nextLineIndex].visible = false;
+
+            foldedLinesIDs.add(this.lines[nextLineIndex].id);
+
+            nextLineIndex += 1;
+        }
+
+        targetLine.unfolded = false;
+
+        this.refreshVisibleAnnotations();
+
+        // Update options
+        this.options.unfolded_lines = this.options.unfolded_lines.filter(
+            unfoldedLineID => !foldedLinesIDs.has(unfoldedLineID)
+        );
+
+        this.saveSessionOptions(this.options);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Ordered lines
+    //------------------------------------------------------------------------------------------------------------------
+    linesCurrentOrderByColumn(columnIndex) {
+        if (this.areLinesOrderedByColumn(columnIndex))
+            return this.options.order_column.direction;
+
+        return "default";
+    }
+
+    areLinesOrdered() {
+        return this.linesOrder != null && this.options.order_column != null;
+    }
+
+    areLinesOrderedByColumn(columnIndex) {
+        return this.areLinesOrdered() && this.options.order_column.expression_label === this.options.columns[columnIndex].expression_label;
+    }
+
+    async sortLinesByColumnAsc(columnIndex) {
+        this.options.order_column = {
+            expression_label: this.options.columns[columnIndex].expression_label,
+            direction: "ASC",
+        };
+
+        await this.sortLines();
+        this.saveSessionOptions(this.options);
+    }
+
+    async sortLinesByColumnDesc(columnIndex) {
+        this.options.order_column = {
+            expression_label: this.options.columns[columnIndex].expression_label,
+            direction: "DESC",
+        };
+
+        await this.sortLines();
+        this.saveSessionOptions(this.options);
+    }
+
+    sortLinesByDefault() {
+        delete this.options.order_column;
+        delete this.data.lines_order;
+
+        this.saveSessionOptions(this.options);
+    }
+
+    async sortLines() {
+        this.linesOrder = await this.orm.call(
+            "account.report",
+            "sort_lines",
+            [
+                this.lines,
+                this.options,
+                true,
+            ],
+            {
+                context: this.action.context,
+            },
+        );
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Annotations
+    //------------------------------------------------------------------------------------------------------------------
+    async refreshAnnotations() {
+        this.annotations = await this.orm.call("account.report", "get_annotations", [
+            this.action.context.report_id,
+            this.options,
+        ]);
+
+        this.refreshVisibleAnnotations();
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Visibility
+    //------------------------------------------------------------------------------------------------------------------
+
+    refreshVisibleAnnotations() {
+        const visibleAnnotations = new Proxy(
+            {},
+            {
+                get(target, name) {
+                    return name in target ? target[name] : [];
+                },
+                set(target, name, newValue) {
+                    target[name] = newValue;
+                    return true;
+                },
+            }
+        );
+
+        this.lines.forEach((line) => {
+            line["visible_annotations"] = [];
+            const lineWithoutTaxGrouping = removeTaxGroupingFromLineId(line.id);
+            if (line.visible && this.annotations[lineWithoutTaxGrouping]) {
+                for (const index in this.annotations[lineWithoutTaxGrouping]) {
+                    const annotation = this.annotations[lineWithoutTaxGrouping][index];
+                    visibleAnnotations[lineWithoutTaxGrouping] = [
+                        ...visibleAnnotations[lineWithoutTaxGrouping],
+                        { ...annotation },
+                    ];
+                    line["visible_annotations"].push({
+                        ...annotation,
+                    });
+                }
+            }
+
+            if (
+                line.visible_annotations &&
+                (!this.annotations[lineWithoutTaxGrouping] || !line.visible)
+            ) {
+                delete line.visible_annotations;
+            }
+        });
+
+        this.visibleAnnotations = visibleAnnotations;
+    }
+
+    /**
+        Defines which lines should be visible in the provided list of lines (depending on what is folded).
+    **/
+    setLineVisibility(linesToAssign) {
+        let needHidingChildren = new Set();
+
+        linesToAssign.forEach((line) => {
+            line.visible = !needHidingChildren.has(line.parent_id);
+
+            if (!line.visible || (line.unfoldable &! line.unfolded))
+                needHidingChildren.add(line.id);
+        });
+
+        // If the hide 0 lines is activated we will go through the lines to set the visibility.
+        if (this.options.hide_0_lines) {
+            this.hideZeroLines(linesToAssign);
+        }
+    }
+
+    /**
+     * Defines whether the line should be visible depending on its value and the ones of its children.
+     * For parent lines, it's visible if there is at least one child with a value different from zero
+     * or if a child is visible, indicating it's a parent line.
+     * For leaf nodes, it's visible if the value is different from zero.
+     *
+     * By traversing the 'lines' array in reverse, we can set the visibility of the lines easily by keeping
+     * a dict of visible lines for each parent.
+     *
+     * @param {Object} lines - The lines for which we want to determine visibility.
+     */
+    hideZeroLines(lines) {
+        const hasVisibleChildren = new Set();
+        const reversed_lines = [...lines].reverse()
+
+        const number_figure_types = ['integer', 'float', 'monetary', 'percentage'];
+        reversed_lines.forEach((line) => {
+            const isZero = line.columns.every(column => !number_figure_types.includes(column.figure_type) || column.is_zero);
+
+            // If the line has no visible children and all the columns are equals to zero then the line needs to be hidden
+            if (!hasVisibleChildren.has(line.id) && isZero) {
+                line.visible = false;
+            }
+
+            // If the line has a parent_id and is not hidden then we fill the set 'hasVisibleChildren'. Each parent
+            // will have an array of his visible children
+            if (line.parent_id && line.visible) {
+                // This line allows the initialization of that list.
+                hasVisibleChildren.add(line.parent_id);
+            }
+        })
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Server calls
+    //------------------------------------------------------------------------------------------------------------------
+    async reportAction(ev, action, actionParam = null, callOnSectionsSource = false) {
+        // 'ev' might be 'undefined' if event is not triggered from a button/anchor
+        ev?.preventDefault();
+        ev?.stopPropagation();
+
+        let actionOptions = this.options;
+        if (callOnSectionsSource) {
+            // When calling the sections source, we want to keep track of all unfolded lines of all sections
+            const allUnfoldedLines =  this.options.sections.length ? [] : [...this.options['unfolded_lines']]
+
+            for (const sectionData of this.options['sections']) {
+                const cacheKey = this.getCacheKey(this.options['sections_source_id'], sectionData['id']);
+                const sectionOptions = await this.reportOptionsMap[cacheKey];
+                if (sectionOptions)
+                    allUnfoldedLines.push(...sectionOptions['unfolded_lines']);
+            }
+
+            actionOptions = {...this.options, unfolded_lines: allUnfoldedLines};
+        }
+
+        const dispatchReportAction = await this.orm.call(
+            "account.report",
+            "dispatch_report_action",
+            [
+                this.options['report_id'],
+                actionOptions,
+                action,
+                actionParam,
+                callOnSectionsSource,
+            ],
+        );
+        if (dispatchReportAction?.help) {
+            dispatchReportAction.help = owl.markup(dispatchReportAction.help)
+        }
+
+        return dispatchReportAction ? this.actionService.doAction(dispatchReportAction) : null;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Budget
+    // -----------------------------------------------------------------------------------------------------------------
+
+    async openBudget(budget) {
+        this.actionService.doAction({
+            type: "ir.actions.act_window",
+            res_model: "account.report.budget",
+            res_id: budget.id,
+            views: [[false, "form"]],
+        });
+    }
+}

Fusion Accounting/static/src/components/account_report/ellipsis/ellipsis.js

@@ -0,0 +1,69 @@
+// Fusion Accounting - Account Report Ellipsis
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { _t } from "@web/core/l10n/translation";
+import { localization } from "@web/core/l10n/localization";
+import { useService } from "@web/core/utils/hooks";
+import { Component, useState } from "@odoo/owl";
+
+import { AccountReportEllipsisPopover } from "@fusion_accounting/components/account_report/ellipsis/popover/ellipsis_popover";
+
+/**
+ * AccountReportEllipsis - Handles text overflow display with a popover
+ * for viewing and copying the full content of truncated report values.
+ */
+export class AccountReportEllipsis extends Component {
+    static template = "fusion_accounting.AccountReportEllipsis";
+    static props = {
+        name: { type: String, optional: true },
+        no_format: { optional: true },
+        type: { type: String, optional: true },
+        maxCharacters: Number,
+    };
+
+    setup() {
+        this.popover = useService("popover");
+        this.notification = useService("notification");
+        this.controller = useState(this.env.controller);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Ellipsis
+    //------------------------------------------------------------------------------------------------------------------
+    get triggersEllipsis() {
+        if (this.props.name)
+            return this.props.name.length > this.props.maxCharacters;
+
+        return false;
+    }
+
+    copyEllipsisText() {
+        navigator.clipboard.writeText(this.props.name);
+        this.notification.add(_t("Text copied"), { type: 'success' });
+        this.popoverCloseFn();
+        this.popoverCloseFn = null;
+    }
+
+    showEllipsisPopover(ev) {
+        ev.preventDefault();
+        ev.stopPropagation();
+
+        if (this.popoverCloseFn) {
+            this.popoverCloseFn();
+            this.popoverCloseFn = null;
+        }
+
+        this.popoverCloseFn = this.popover.add(
+            ev.currentTarget,
+            AccountReportEllipsisPopover,
+            {
+                name: this.props.name,
+                copyEllipsisText: this.copyEllipsisText.bind(this),
+            },
+            {
+                closeOnClickAway: true,
+                position: localization.direction === "rtl" ? "left" : "right",
+            },
+        );
+    }
+}

Fusion Accounting/static/src/components/account_report/ellipsis/ellipsis.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportEllipsis">
+        <t t-call="{{ env.template('AccountReportEllipsis') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportEllipsisCustomizable">
+        <t t-if="props.type === 'string'">
+            <div class="name">
+                <t t-out="(props.name) ? props.name.substring(0, props.maxCharacters) : ''"/>
+            </div>
+
+            <t t-if="triggersEllipsis">
+                <button
+                    class="btn btn_ellipsis"
+                    t-on-click="(ev) => this.showEllipsisPopover(ev)"
+                >
+                    <i class="fa fa-ellipsis-h"/>
+                </button>
+            </t>
+        </t>
+        <t t-else="">
+            <div class="name">
+                <t t-out="props.name"/>
+            </div>
+        </t>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/ellipsis/popover/ellipsis_popover.js

@@ -0,0 +1,17 @@
+// Fusion Accounting - Account Report Ellipsis Popover
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component } from "@odoo/owl";
+
+/**
+ * AccountReportEllipsisPopover - Popover content for displaying the full
+ * text of truncated report cell values with copy-to-clipboard support.
+ */
+export class AccountReportEllipsisPopover extends Component {
+    static template = "fusion_accounting.AccountReportEllipsisPopover";
+    static props = {
+        close: Function,
+        name: String,
+        copyEllipsisText: Function,
+    };
+}

Fusion Accounting/static/src/components/account_report/ellipsis/popover/ellipsis_popover.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportEllipsisPopover">
+        <div class="account_report_popover_ellipsis">
+            <p t-out="props.name"/>
+            <button class="btn account_report_btn_clone" t-on-click="() => props.copyEllipsisText()">
+                <i class="fa fa-clone"/>
+            </button>
+        </div>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_account_type.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterAccountType">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-user me-1"/>Account: <t t-out="selectedAccountType"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-foreach="controller.options.account_type" t-as="accountTypeItem" t-key="accountTypeItem_index">
+                    <DropdownItem
+                        class="{ selected: accountTypeItem.selected }"
+                        onSelected="() => this.filterClicked({ optionKey: 'account_type.' + accountTypeItem_index + '.selected', reload: true})"
+                        closingMode="'none'"
+                        t-out="accountTypeItem.name"
+                    />
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_aml_ir_filters.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportAmlIrFilters">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-star me-1"/>Filters: <t t-out="selectedAmlIrFilters"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-foreach="controller.options.aml_ir_filters" t-as="amlIrFilter" t-key="amlIrFilter_index">
+                    <DropdownItem
+                        class="{ 'selected': amlIrFilter.selected }"
+                        onSelected="() => this.filterClicked({ optionKey: 'aml_ir_filters.' + amlIrFilter_index + '.selected', reload: true})"
+                        closingMode="'none'"
+                        t-out="amlIrFilter.name"
+                    />
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_analytic.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterAnalytic">
+        <Dropdown
+            menuClass="'account_report_filter analytic'"
+        >
+            <button class="btn btn-secondary">
+                <i class="fa fa-filter me-1"/>Analytic
+            </button>
+
+            <t t-set-slot="content">
+                <div class="dropdown-item gap-2 align-items-center">
+                    <label>Accounts</label>
+                    <MultiRecordSelector t-props="getMultiRecordSelectorProps('account.analytic.account', 'analytic_accounts')"/>
+                </div>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_analytic_groupby.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterAnalyticGroupby">
+        <Dropdown
+            menuClass="'account_report_filter analytic_groupby'"
+        >
+            <button class="btn btn-secondary">
+                <i class="oi oi-group me-1"/>Analytic
+            </button>
+
+            <t t-set-slot="content">
+                <div class="dropdown-item gap-2 align-items-center">
+                    <label>Accounts</label>
+                    <MultiRecordSelector t-props="getMultiRecordSelectorProps('account.analytic.account', 'analytic_accounts_groupby')"/>
+                </div>
+
+                <div class="dropdown-item gap-2 align-items-center">
+                    <label>Plans</label>
+                    <MultiRecordSelector t-props="getMultiRecordSelectorProps('account.analytic.plan', 'analytic_plans_groupby')"/>
+                </div>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_budgets.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterBudget">
+        <Dropdown
+            navigationOptions="dropdownProps"
+        >
+            <button class="btn btn-secondary">
+                <i class="fa fa-bar-chart me-1"/>Budget
+            </button>
+
+            <t t-set-slot="content">
+                <t t-foreach="controller.options.budgets" t-as="budget" t-key="budget_index">
+                    <div class="o-dropdown-item dropdown-item o-navigable d-flex justify-content-between ps-4 pe-1"
+                         t-att-class="{ 'selected': budget.selected }"
+                         t-on-click="() => this.selectBudget(budget)"
+                    >
+                        <span t-out="budget.name"/>
+                        <button class="btn p-0 px-1" t-on-click.prevent.stop="() => controller.openBudget(budget)">
+                            <i class="fa fa-pencil" />
+                        </button>
+                    </div>
+                </t>
+
+                <div class="dropdown-divider"/>
+
+                <t t-if="controller.options.budgets.filter(x => x.selected).length > 0">
+                    <DropdownItem
+                        class="{ 'filter_show_all_accounts_hook': true, 'selected': controller.options.show_all_accounts }"
+                        onSelected="() => this.filterClicked({ optionKey: 'show_all_accounts', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Show All Accounts
+                    </DropdownItem>
+                </t>
+
+                <div class="o-dropdown-item dropdown-item d-flex align-items-center ps-4 pe-1">
+                    <input
+                        class="o_input"
+                        t-att-class="{ 'o_field_invalid': budgetName.invalid }"
+                        type="text"
+                        placeholder="Budget Name"
+                        t-model="budgetName.value"
+                    />
+                    <button class="btn btn-link" data-hotkey="s" t-on-click="createBudget">
+                        Create
+                    </button>
+                </div>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_comparison.xml

@@ -0,0 +1,163 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportComparisonPeriod">
+        <div t-att-class="(controller.options.comparison.filter !== filter) ? 'invisible' : ''">
+            <input
+                min="1"
+                type="number"
+                t-att-value="controller.options.comparison.number_period"
+                t-on-change="(ev) => this.setNumberPeriods(ev)"
+            />
+            <label>
+                <t t-out="periodLabel"/>
+            </label>
+        </div>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportFilterComparison">
+        <Dropdown
+            menuClass="'account_report_filter comparison'"
+            navigationOptions="dropdownProps"
+        >
+            <button class="btn btn-secondary">
+                <i class="fa fa-percent me-1"/>
+                <span>Comparison</span>
+                <t t-if="controller.options.comparison.string">
+                    <span>: </span>
+                    <t t-if="controller.options.comparison.filter === 'previous_period'">
+                        <t t-if="controller.options.comparison.number_period === 1">
+                            <span>Previous Period</span>
+                        </t>
+                        <t t-elif="controller.options.comparison.number_period > 1">
+                            <t t-esc="`${ controller.options.comparison.number_period } `"/>
+                            <span>Previous Periods</span>
+                        </t>
+                    </t>
+                    <t t-elif="controller.options.comparison.filter === 'same_last_year'">
+                        <t t-if="controller.options.comparison.number_period === 1">
+                            <span>Previous Year</span>
+                        </t>
+                        <t t-elif="controller.options.comparison.number_period > 1">
+                            <t t-esc="`${ controller.options.comparison.number_period } `"/>
+                            <span>Previous Years</span>
+                        </t>
+                    </t>
+                    <t t-else="">
+                        <t t-esc="`${ controller.options.comparison.string }`"/>
+                    </t>
+                </t>
+            </button>
+
+            <t t-set-slot="content">
+                <DropdownItem
+                    class="{ 'selected': (controller.options.comparison.filter === 'no_comparison') }"
+                    onSelected="() => this.filterClicked({ optionKey: 'comparison.filter', optionValue: 'no_comparison', reload: true})"
+                    closingMode="'none'"
+                >
+                    No Comparison
+                </DropdownItem>
+
+                <DropdownItem
+                    class="{ 'selected': controller.options.comparison.filter === 'previous_period', 'dropdown-item': true, 'period': true }"
+                    onSelected="() => this.filterClicked({ optionKey: 'comparison.filter', optionValue: 'previous_period', reload: true})"
+                    closingMode="'none'"
+                >
+                    <label class="d-flex align-items-center">
+                        Previous Period
+                    </label>
+
+                    <t t-call="fusion_accounting.AccountReportComparisonPeriod">
+                        <t t-set="filter" t-value="'previous_period'"/>
+                    </t>
+                </DropdownItem>
+
+                <DropdownItem
+                    class="{ 'selected': controller.options.comparison.filter === 'same_last_year', 'dropdown-item': true, 'period': true }"
+                    attrs="{ 'name': 'filter_comparison_same_period_last_year' }"
+                    onSelected="() => this.filterClicked({ optionKey: 'comparison.filter', optionValue: 'same_last_year', reload: true})"
+                    closingMode="'none'"
+                >
+                    <label class="d-flex align-items-center">
+                        Same Period Last Year
+                    </label>
+
+                    <t t-call="fusion_accounting.AccountReportComparisonPeriod">
+                        <t t-set="filter" t-value="'same_last_year'"/>
+                    </t>
+                </DropdownItem>
+
+                <t t-if="controller.options.date.mode === 'range'">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.comparison.filter === 'custom', 'dropdown-item': true, 'date': true }"
+                        attrs="{ 'name': 'filter_comparison_custom' }"
+                        onSelected="() => this.filterClicked({ optionKey: 'comparison.filter', optionValue: 'custom'})"
+                        closingMode="'none'"
+                    >
+                        <label class="d-flex align-items-center">
+                            Custom Dates
+                        </label>
+
+                        <div class="d-flex flex-row"
+                             t-att-class="(controller.options.comparison.filter !== 'custom') ? 'invisible' : ''">
+                            <DateTimeInput
+                                type="'date'"
+                                value="dateFrom('comparison')"
+                                onChange="(dateFrom) => this.setDateFrom('comparison', dateFrom)"
+                            />
+                            <label class="d-flex align-items-center">
+                                to
+                            </label>
+                            <DateTimeInput
+                                type="'date'"
+                                value="dateTo('comparison')"
+                                onChange="(dateTo) => this.setDateTo('comparison', dateTo)"
+                            />
+                        </div>
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.options.date.mode === 'single'">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.comparison.filter === 'custom', 'dropdown-item': true, 'date': true }"
+                        onSelected="() => this.filterClicked({ optionKey: 'comparison.filter', optionValue: 'custom'})"
+                        closingMode="'none'"
+                    >
+                        <label class="d-flex align-items-center">
+                            Specific Date
+                        </label>
+
+                        <div t-att-class="(controller.options.comparison.filter !== 'custom') ? 'invisible' : ''">
+                            <DateTimeInput
+                                type="'date'"
+                                value="dateTo('comparison')"
+                                onChange="(dateTo) => this.setDateTo('comparison', dateTo)"
+                            />
+                        </div>
+                    </DropdownItem>
+                </t>
+
+                <div class="dropdown-divider"/>
+
+                <div class="dropdown-item period order">
+                    <label class="d-flex align-items-center pe-none">
+                        Period order
+                    </label>
+
+                    <div>
+                        <select name="select_order"
+                                class="o_input pe-3"
+                                t-on-change="(ev) => this.filterClicked({ optionKey: 'comparison.period_order', optionValue: ev.target.value, reload: true})">
+                            <option t-foreach="availablePeriodOrder"
+                                    t-as="order"
+                                    t-key="order_index"
+                                    t-att-value="order"
+                                    t-att-selected="availablePeriodOrder[order] === periodOrder"
+                                    t-out="availablePeriodOrder[order]"
+                            />
+                        </select>
+                    </div>
+                </div>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_date.xml

@@ -0,0 +1,110 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterDateSelection">
+        <t t-foreach="this.dateFilters(controller.options.date.mode)" t-as="dateFilter" t-key="dateFilter_index">
+            <DropdownItem
+                class="{ 'd-flex justify-content-between date_filter': true, 'selected': (this.isPeriodSelected(dateFilter.period)) }"
+                onSelected="() => this.selectDateFilter(dateFilter.period, dateFilter.period != controller.options.date.period_type)"
+                closingMode="'none'"
+            >
+                <div class="filter_name pe-3">
+                    <t t-out="dateFilter.name"/>
+                </div>
+
+                <div class="d-flex justify-content-between">
+                    <button
+                        class="btn_previous_date fa fa-caret-left"
+                        t-on-click="() => this.selectPreviousPeriod(dateFilter.period)"
+                    />
+                    <time class="d-flex justify-content-center time_text">
+                        <t t-out="this.displayPeriod(dateFilter.period)"/>
+                    </time>
+                    <button
+                        class="btn_next_date fa fa-caret-right"
+                        t-on-click="() => this.selectNextPeriod(dateFilter.period)"
+                    />
+                </div>
+            </DropdownItem>
+        </t>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportFilterDate">
+        <Dropdown
+            menuClass="'account_report_filter date'"
+        >
+            <button class="btn btn-secondary">
+                <i class="fa fa-calendar me-1"/>
+                <t t-out="controller.options.date.string"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-if="controller.options.date.mode === 'single'">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.date.filter === 'today' }"
+                        onSelected="() => this.filterClicked({ optionKey: 'date.filter', optionValue: 'today', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Today
+                    </DropdownItem>
+
+                    <t t-call="fusion_accounting.AccountReportFilterDateSelection"/>
+
+                    <div id="filter_date_divider_single" class="dropdown-divider"/>
+
+                    <div
+                        class="dropdown-item date d-flex justify-content-between"
+                        t-att-class="{ 'selected': controller.options.date.filter === 'custom' }"
+                        t-on-click="() => this.filterClicked({ optionKey: 'date.filter', optionValue: 'custom'})"
+                    >
+                        <label class="d-flex align-items-center filter_name">
+                            Specific Date
+                        </label>
+
+                        <div
+                            class="d-flex justify-content-center flex-grow-1"
+                            t-att-class="{ 'invisible': controller.options.date.filter !== 'custom' }"
+                        >
+                            <DateTimeInput
+                                type="'date'"
+                                value="dateTo('date')"
+                                onChange="(dateTo) => this.setDateTo('date', dateTo)"
+                            />
+                        </div>
+                    </div>
+                </t>
+
+                <t t-if="controller.options.date.mode === 'range'">
+                    <t t-call="fusion_accounting.AccountReportFilterDateSelection"/>
+
+                    <div id="filter_date_divider_range" class="dropdown-divider"/>
+
+                    <div
+                        class="dropdown-item date d-flex flex-row justify-space-between"
+                        t-att-class="{ 'selected': controller.options.date.filter === 'custom' }"
+                        t-on-click="() => this.filterClicked({ optionKey: 'date.filter', optionValue: 'custom'})"
+                    >
+                        <label class="d-flex align-items-center">
+                            Custom Dates
+                        </label>
+                        <div class="d-flex flex-row"
+                             t-att-class="{ 'invisible': controller.options.date.filter !== 'custom' }">
+                            <DateTimeInput
+                                type="'date'"
+                                value="dateFrom('date')"
+                                onChange="(dateFrom) => this.setDateFrom('date', dateFrom)"
+                            />
+                            <label class="d-flex align-items-center">
+                                to
+                            </label>
+                            <DateTimeInput
+                                type="'date'"
+                                value="dateTo('date')"
+                                onChange="(dateTo) => this.setDateTo('date', dateTo)"
+                            />
+                        </div>
+                    </div>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_extra_options.xml

@@ -0,0 +1,98 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterExtraOptions">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-sliders me-1"/>
+                <t t-if="selectedExtraOptions">
+                    <t t-out="selectedExtraOptions"/>
+                </t>
+                <t t-else="">
+                    Options
+                </t>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-if="controller.groups.account_readonly and controller.filters.show_draft">
+                    <DropdownItem
+                        class="{ 'filter_show_draft_hook': true, 'selected': controller.options.all_entries }"
+                        onSelected="() => this.filterClicked({ optionKey: 'all_entries', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Draft Entries
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.groups.account_readonly and controller.filters.show_analytic_groupby">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.include_analytic_without_aml }"
+                        onSelected="() => this.filterClicked({ optionKey: 'include_analytic_without_aml', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Analytic Simulations
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.filters.show_hierarchy">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.hierarchy }"
+                        onSelected="() => this.filterClicked({ optionKey: 'hierarchy', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Hierarchy and Subtotals
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.filters.show_unreconciled">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.unreconciled }"
+                        onSelected="() => this.filterClicked({ optionKey: 'unreconciled', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Unreconciled Entries
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.filters.show_all">
+                    <DropdownItem
+                        class="{ 'filter_show_all_hook': true, 'selected': controller.options.unfold_all }"
+                        onSelected="() => this.filterClicked({ optionKey: 'unfold_all', reload: true})"
+                        closingMode="'none'"
+                    >
+                        Unfold All
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.options.integer_rounding">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.integer_rounding_enabled }"
+                        onSelected="() => this.filterClicked({ optionKey: 'integer_rounding_enabled'})"
+                        closingMode="'none'"
+                    >
+                        Integer Rounding
+                    </DropdownItem>
+                </t>
+
+                <div class="dropdown-divider" t-if="hasUIFilter"/>
+
+                <t t-if="controller.filters.show_hide_0_lines !== 'never'">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.hide_0_lines }"
+                        onSelected="() => this.toggleHideZeroLines()"
+                    >
+                        Hide lines at 0
+                    </DropdownItem>
+                </t>
+
+                <t t-if="'horizontal_split' in controller.options">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.horizontal_split }"
+                        onSelected="() => this.toggleHorizontalSplit()"
+                    >
+                        Split Horizontally
+                    </DropdownItem>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_fiscal_position.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterFiscalPosition">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-book me-1"/>Fiscal Position: <t t-esc="selectedFiscalPositionName"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-if="controller.groups.account_readonly and controller.options.allow_domestic">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.fiscal_position === 'domestic' }"
+                        onSelected="() => this.filterClicked({ optionKey: 'fiscal_position', optionValue: 'domestic', reload: true})"
+                    >
+                        Domestic
+                    </DropdownItem>
+                </t>
+
+                <t t-if="controller.groups.account_readonly">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.fiscal_position === 'all' }"
+                        onSelected="() => this.filterClicked({ optionKey: 'fiscal_position', optionValue: 'all', reload: true})"
+                    >
+                        All
+                    </DropdownItem>
+                </t>
+
+                <t t-foreach="controller.options.available_vat_fiscal_positions" t-as="fiscalPosition" t-key="fiscalPosition_index">
+                    <t t-if="fiscalPosition_first">
+                        <div class="dropdown-divider"/>
+                    </t>
+
+                    <DropdownItem
+                        class="{ 'selected': controller.options.fiscal_position === fiscalPosition.id }"
+                        onSelected="() => this.filterClicked({ optionKey: 'fiscal_position', optionValue: fiscalPosition.id, reload: true})"
+                    >
+                        <t t-esc="fiscalPosition.name"/>
+                    </DropdownItem>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_horizontal_groups.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterHorizontalGroups">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-filter me-1"/>Horizontal Group: <t t-out="selectedHorizontalGroupName"/>
+            </button>
+
+            <t t-set-slot="content">
+                <DropdownItem
+                    class="{ 'selected': controller.options.selected_horizontal_group_id === null }"
+                    onSelected="() => this.selectHorizontalGroup(null)"
+                    closingMode="'none'"
+                >
+                    None
+                </DropdownItem>
+
+                <t t-foreach="controller.options.available_horizontal_groups" t-as="horizontalGroup" t-key="horizontalGroup_index">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.selected_horizontal_group_id === horizontalGroup.id }"
+                        onSelected="() => this.selectHorizontalGroup(horizontalGroup.id)"
+                        closingMode="'none'"
+                    >
+                        <t t-out="horizontalGroup.name"/>
+                    </DropdownItem>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_journal.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterJournal">
+        <Dropdown disabled="!controller.options.journals.length">
+            <button class="btn btn-secondary">
+                <i class="fa fa-book me-1"/><t t-out="controller.options.name_journal_group"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-foreach="controller.options.journals" t-as="journal" t-key="journal_index">
+                    <t t-if="journal.id === 'divider'">
+                        <div t-att-class="'d-flex dropdown-header w-100 align-items-center' + (journal.model == 'res.company' ? ' pt-0 ps-0 mx-0 my-1' : '')">
+                            <t t-if="journal.model == 'account.journal.group'">
+                                <t t-out="journal.name"/>
+                            </t>
+                            <t t-if="journal.model == 'res.company'">
+                                <button class="btn btn_foldable d-flex align-items-center w-100 border-0"
+                                        t-on-click="() => this.unfoldCompanyJournals(journal)"
+                                >
+                                    <i t-att-class="journal.unfolded ? 'fa fa-caret-down' : 'fa fa-caret-right'"/>
+                                    <span class="pt-0 mt-0 ps-2 dropdown-header" t-out="journal.name"/>
+                                </button>
+                           </t>
+                        </div>
+
+                    </t>
+                    <t t-elif="['account.journal', 'account.journal.group'].includes(journal.model)">
+                        <DropdownItem
+                            class="{ 'selected': journal.selected, 'ps-4': true, 'd-none': (journal.model == 'account.journal' and !journal.visible) }"
+                            onSelected="() => this.selectJournal(journal)"
+                            closingMode="'none'"
+                            t-out="journal.name"
+                        />
+                    </t>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_partner.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterPartner">
+        <Dropdown
+            menuClass="'account_report_filter partner'"
+        >
+            <button class="btn btn-secondary">
+                <i class="fa fa-folder-open me-1"/>Partners
+            </button>
+
+            <t t-set-slot="content">
+                <div class="dropdown-item gap-2 align-items-center">
+                    <label>Partners</label>
+                    <MultiRecordSelector t-props="getMultiRecordSelectorProps('res.partner', 'partner_ids')" domain="[['parent_id', '=', false]]"/>
+                </div>
+
+                <div class="dropdown-item gap-2 align-items-center">
+                    <label>Tags</label>
+                    <MultiRecordSelector t-props="getMultiRecordSelectorProps('res.partner.category', 'partner_categories')"/>
+                </div>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_rounding_unit.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterRoundingUnit">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <t t-out="roundingUnitName(this.controller.options['rounding_unit'])"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-foreach="controller.options.rounding_unit_names" t-as="roundingUnitValue" t-key="roundingUnitValue_index">
+                    <DropdownItem
+                        class="{ 'selected': (controller.options.rounding_unit == roundingUnitValue) }"
+                        onSelected="() => this.filterRoundingUnit(roundingUnitValue)"
+                    >
+                        <t t-out="roundingUnitName(roundingUnitValue)"/>
+                    </DropdownItem>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_tax_unit.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterTaxUnit">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-home me-1"/>Tax Unit: <t t-esc="selectedTaxUnitName"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-if="controller.groups.account_readonly">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.tax_unit === 'company_only' }"
+                        onSelected="() => this.filterClicked({ optionKey: 'tax_unit', optionValue: 'company_only', reload: true})"
+                    >
+                        Company Only
+                    </DropdownItem>
+                </t>
+
+                <t t-foreach="controller.options.available_tax_units" t-as="taxUnit" t-key="taxUnit_index">
+                    <t t-if="taxUnit_first">
+                        <div class="dropdown-divider"/>
+                    </t>
+
+                    <DropdownItem
+                        class="{ 'selected': controller.options.tax_unit === taxUnit.id }"
+                        onSelected="() => this.filterTaxUnit(taxUnit)"
+                        t-out="taxUnit.name"
+                    />
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filter_variant.xml

@@ -0,0 +1,26 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilterVariant">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-book me-1"/>Report: <t t-esc="selectedVariantName"/>
+            </button>
+
+            <t t-set-slot="content">
+                <t t-foreach="controller.options.available_variants" t-as="variant" t-key="variant_index">
+                    <DropdownItem
+                        class="{ 'selected': controller.options.selected_variant_id === variant.id }"
+                        onSelected="() => this.filterVariant(variant.id)"
+                        t-out="variant.name"
+                    />
+                </t>
+                <t t-if="controller.options.has_inactive_variants">
+                    <div role="separator" class="dropdown-divider"/>
+                    <DropdownItem onSelected="(ev) => controller.reportAction(ev, 'action_view_all_variants', {})">
+                        Enable more ...
+                    </DropdownItem>
+                </t>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/filters/filters.js

@@ -0,0 +1,652 @@
+// Fusion Accounting - Account Report Filters
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { _t } from "@web/core/l10n/translation";
+import { Component, useState } from "@odoo/owl";
+
+import { useService } from "@web/core/utils/hooks";
+import { WarningDialog } from "@web/core/errors/error_dialogs";
+
+import { DateTimeInput } from '@web/core/datetime/datetime_input';
+import { Dropdown } from "@web/core/dropdown/dropdown";
+import { DropdownItem } from "@web/core/dropdown/dropdown_item";
+import { MultiRecordSelector } from "@web/core/record_selectors/multi_record_selector";
+import { formatDate} from "@web/core/l10n/dates";
+const { DateTime } = luxon;
+
+/**
+ * AccountReportFilters - Filter panel component for financial reports.
+ * Provides date range selection, comparison periods, journal filtering,
+ * partner filtering, analytic account grouping, and various report options.
+ */
+export class AccountReportFilters extends Component {
+    static template = "fusion_accounting.AccountReportFilters";
+    static props = {};
+    static components = {
+        DateTimeInput,
+        Dropdown,
+        DropdownItem,
+        MultiRecordSelector,
+    };
+
+    setup() {
+        this.dialog = useService("dialog");
+        this.orm = useService("orm");
+        this.notification = useService("notification");
+        this.companyService = useService("company");
+        this.controller = useState(this.env.controller);
+        if (this.env.controller.options.date) {
+            this.dateFilter = useState(this.initDateFilters());
+        }
+        this.budgetName = useState({
+            value: "",
+            invalid: false,
+        });
+        this.timeout = null;
+    }
+
+    focusInnerInput(index, items) {
+        const selectedItem = items[index];
+        selectedItem.el.querySelector(":scope input")?.focus();
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Getters
+    //------------------------------------------------------------------------------------------------------------------
+    get selectedFiscalPositionName() {
+        switch (this.controller.options.fiscal_position) {
+            case "domestic":
+                return _t("Domestic");
+            case "all":
+                return _t("All");
+            default:
+                for (const fiscalPosition of this.controller.options.available_vat_fiscal_positions) {
+                    if (fiscalPosition.id === this.controller.options.fiscal_position) {
+                        return fiscalPosition.name;
+                    }
+                }
+        }
+        return _t("None");
+    }
+
+    get selectedHorizontalGroupName() {
+        for (const horizontalGroup of this.controller.options.available_horizontal_groups) {
+            if (horizontalGroup.id === this.controller.options.selected_horizontal_group_id) {
+                return horizontalGroup.name;
+            }
+        }
+        return _t("None");
+    }
+
+    get isHorizontalGroupSelected() {
+        return this.controller.options.available_horizontal_groups.some((group) => {
+            return group.id === this.controller.options.selected_horizontal_group_id;
+        });
+    }
+
+    get selectedTaxUnitName() {
+        for (const taxUnit of this.controller.options.available_tax_units) {
+            if (taxUnit.id === this.controller.options.tax_unit) {
+                return taxUnit.name;
+            }
+        }
+        return _t("Company Only");
+    }
+
+    get selectedVariantName() {
+        for (const variant of this.controller.options.available_variants) {
+            if (variant.id === this.controller.options.selected_variant_id) {
+                return variant.name;
+            }
+        }
+        return _t("None");
+    }
+
+    get selectedSectionName() {
+        for (const section of this.controller.options.sections)
+            if (section.id === this.controller.options.selected_section_id)
+                return section.name;
+    }
+
+    get selectedAccountType() {
+        let selectedAccountType = this.controller.options.account_type.filter(
+            (accountType) => accountType.selected,
+        );
+        if (
+            !selectedAccountType.length ||
+            selectedAccountType.length === this.controller.options.account_type.length
+        ) {
+            return _t("All");
+        }
+
+        const accountTypeMappings = [
+            { list: ["trade_receivable", "non_trade_receivable"], name: _t("All Receivable") },
+            { list: ["trade_payable", "non_trade_payable"], name: _t("All Payable") },
+            { list: ["trade_receivable", "trade_payable"], name: _t("Trade Partners") },
+            { list: ["non_trade_receivable", "non_trade_payable"], name: _t("Non Trade Partners") },
+        ];
+
+        const listToDisplay = [];
+        for (const mapping of accountTypeMappings) {
+            if (
+                mapping.list.every((accountType) =>
+                    selectedAccountType.map((accountType) => accountType.id).includes(accountType),
+                )
+            ) {
+                listToDisplay.push(mapping.name);
+                // Delete already checked id
+                selectedAccountType = selectedAccountType.filter(
+                    (accountType) => !mapping.list.includes(accountType.id),
+                );
+            }
+        }
+
+        return listToDisplay
+            .concat(selectedAccountType.map((accountType) => accountType.name))
+            .join(", ");
+    }
+
+    get selectedAmlIrFilters() {
+        const selectedFilters = this.controller.options.aml_ir_filters.filter(
+            (irFilter) => irFilter.selected,
+        );
+
+        if (selectedFilters.length === 1) {
+            return selectedFilters[0].name;
+        } else if (selectedFilters.length > 1) {
+            return _t("%s selected", selectedFilters.length);
+        } else {
+            return _t("None");
+        }
+    }
+
+    get availablePeriodOrder() {
+        return { descending: _t("Descending"), ascending: _t("Ascending") };
+    }
+
+    get periodOrder() {
+        return this.controller.options.comparison.period_order === "descending"
+            ? _t("Descending")
+            : _t("Ascending");
+    }
+
+    get selectedExtraOptions() {
+        const selectedExtraOptions = [];
+
+        if (this.controller.groups.account_readonly && this.controller.filters.show_draft) {
+            selectedExtraOptions.push(
+                this.controller.options.all_entries
+                    ? _t("With Draft Entries")
+                    : _t("Posted Entries"),
+            );
+        }
+        if (this.controller.filters.show_unreconciled && this.controller.options.unreconciled) {
+            selectedExtraOptions.push(_t("Unreconciled Entries"));
+        }
+        if (this.controller.options.include_analytic_without_aml) {
+            selectedExtraOptions.push(_t("Including Analytic Simulations"));
+        }
+        return selectedExtraOptions.join(", ");
+    }
+
+    get dropdownProps() {
+        return {
+            shouldFocusChildInput: false,
+            hotkeys: {
+                arrowright: (index, items) => this.focusInnerInput(index, items),
+            },
+        };
+    }
+
+    get periodLabel() {
+        return this.controller.options.comparison.number_period > 1 ? _t("Periods") : _t("Period");
+    }
+    //------------------------------------------------------------------------------------------------------------------
+    // Helpers
+    //------------------------------------------------------------------------------------------------------------------
+    get hasAnalyticGroupbyFilter() {
+        return Boolean(this.controller.groups.analytic_accounting) && (Boolean(this.controller.filters.show_analytic_groupby) || Boolean(this.controller.filters.show_analytic_plan_groupby));
+    }
+
+    get hasCodesFilter() {
+        return Boolean(this.controller.options.sales_report_taxes?.operation_category?.goods);
+    }
+
+    get hasExtraOptionsFilter() {
+        return (
+            "report_cash_basis" in this.controller.options ||
+            this.controller.filters.show_draft ||
+            this.controller.filters.show_all ||
+            this.controller.filters.show_unreconciled ||
+            this.hasUIFilter
+        );
+    }
+
+    get hasUIFilter() {
+        return (
+            this.controller.filters.show_hide_0_lines !== "never" ||
+            "horizontal_split" in this.controller.options
+        );
+    }
+
+    get hasFiscalPositionFilter() {
+        const isMultiCompany = this.controller.options.companies.length > 1;
+        const minimumFiscalPosition = this.controller.options.allow_domestic ? 0 : 1;
+        const hasFiscalPositions =
+            this.controller.options.available_vat_fiscal_positions.length > minimumFiscalPosition;
+        return hasFiscalPositions && isMultiCompany;
+    }
+
+    get isBudgetSelected() {
+        return this.controller.options.budgets?.some((budget) => {
+            return budget.selected;
+        });
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Dates
+    //------------------------------------------------------------------------------------------------------------------
+    // Getters
+    dateFrom(optionKey) {
+        return DateTime.fromISO(this.controller.options[optionKey].date_from);
+    }
+
+    dateTo(optionKey) {
+        return DateTime.fromISO(this.controller.options[optionKey].date_to);
+    }
+
+    // Setters
+    setDate(optionKey, type, date) {
+        if (date) {
+            this.controller.options[optionKey][`date_${type}`] = date;
+            this.applyFilters(optionKey);
+        }
+        else {
+            this.dialog.add(WarningDialog, {
+                title: _t("Odoo Warning"),
+                message: _t("Date cannot be empty"),
+            });
+        }
+    }
+
+    setDateFrom(optionKey, dateFrom) {
+        this.setDate(optionKey, 'from', dateFrom);
+    }
+
+    setDateTo(optionKey, dateTo) {
+        this.setDate(optionKey, 'to', dateTo);
+    }
+
+    dateFilters(mode) {
+        switch (mode) {
+            case "single":
+                return [
+                    {"name": _t("End of Month"), "period": "month"},
+                    {"name": _t("End of Quarter"), "period": "quarter"},
+                    {"name": _t("End of Year"), "period": "year"},
+                ];
+            case "range":
+                return [
+                    {"name": _t("Month"), "period": "month"},
+                    {"name": _t("Quarter"), "period": "quarter"},
+                    {"name": _t("Year"), "period": "year"},
+                ];
+            default:
+                throw new Error(`Invalid mode in dateFilters(): ${ mode }`);
+        }
+    }
+
+    initDateFilters() {
+        const filters = {
+            "month": 0,
+            "quarter": 0,
+            "year": 0,
+            "tax_period": 0
+        };
+
+        const specifier = this.controller.options.date.filter.split('_')[0];
+        const periodType = this.controller.options.date.period_type;
+        // In case the period is fiscalyear it will be computed exactly like a year period.
+        const period = periodType === "fiscalyear" ? "year" : periodType;
+        // Set the filter value based on the specifier
+        filters[period] = this.controller.options.date.period || (specifier === 'previous' ? -1 : specifier === 'next' ? 1 : 0);
+
+        return filters;
+    }
+
+    getDateFilter(periodType) {
+        if (this.dateFilter[periodType] > 0) {
+            return `next_${periodType}`;
+        } else if (this.dateFilter[periodType] === 0) {
+            return `this_${periodType}`;
+        } else {
+            return `previous_${periodType}`;
+        }
+    }
+
+    selectDateFilter(periodType, reload = false) {
+        this.filterClicked({ optionKey: "date.filter", optionValue: this.getDateFilter(periodType)});
+        this.filterClicked({ optionKey: "date.period", optionValue: this.dateFilter[periodType], reload: reload});
+    }
+
+    selectPreviousPeriod(periodType) {
+        this._changePeriod(periodType, -1);
+    }
+
+    selectNextPeriod(periodType) {
+        this._changePeriod(periodType, 1);
+    }
+
+    _changePeriod(periodType, increment) {
+        this.dateFilter[periodType] = this.dateFilter[periodType] + increment;
+
+        this.controller.updateOption("date.filter", this.getDateFilter(periodType));
+        this.controller.updateOption("date.period", this.dateFilter[periodType]);
+
+        this.applyFilters("date.period");
+    }
+
+    isPeriodSelected(periodType) {
+        return this.controller.options.date.filter.includes(periodType)
+    }
+
+    displayPeriod(periodType) {
+        const dateTo = DateTime.now();
+
+        switch (periodType) {
+            case "month":
+                return this._displayMonth(dateTo);
+            case "quarter":
+                return this._displayQuarter(dateTo);
+            case "year":
+                return this._displayYear(dateTo);
+            case "tax_period":
+                return this._displayTaxPeriod(dateTo);
+            default:
+                throw new Error(`Invalid period type in displayPeriod(): ${ periodType }`);
+        }
+    }
+
+    _displayMonth(dateTo) {
+        return dateTo.plus({ months: this.dateFilter.month }).toFormat("MMMM yyyy");
+    }
+
+    _displayQuarter(dateTo) {
+        const quarterMonths = {
+            1: { 'start': 1, 'end': 3 },
+            2: { 'start': 4, 'end': 6 },
+            3: { 'start': 7, 'end': 9 },
+            4: { 'start': 10, 'end': 12 },
+        }
+
+        dateTo = dateTo.plus({ months: this.dateFilter.quarter * 3 });
+
+        const quarterDateFrom = DateTime.utc(dateTo.year, quarterMonths[dateTo.quarter]['start'], 1)
+        const quarterDateTo = DateTime.utc(dateTo.year, quarterMonths[dateTo.quarter]['end'], 1)
+
+        return `${ formatDate(quarterDateFrom, {format: "MMM"}) } - ${ formatDate(quarterDateTo, {format: "MMM yyyy"}) }`;
+    }
+
+    _displayYear(dateTo) {
+        return dateTo.plus({ years: this.dateFilter.year }).toFormat("yyyy");
+    }
+
+    _displayTaxPeriod(dateTo) {
+        const periodicitySettings = this.controller.options.tax_periodicity;
+        const targetDateInPeriod = dateTo.plus({months: periodicitySettings.months_per_period * this.dateFilter['tax_period']})
+        const [start, end] = this._computeTaxPeriodDates(periodicitySettings, targetDateInPeriod);
+
+        if (periodicitySettings.start_month == 1 && periodicitySettings.start_day == 1) {
+            switch (periodicitySettings.months_per_period) {
+                case 1: return end.toFormat("MMMM yyyy");
+                case 3: return `Q${end.quarter} ${dateTo.year}`;
+                case 12: return end.toFormat("yyyy");
+            }
+        }
+
+        return formatDate(start) + ' - ' + formatDate(end);
+    }
+
+    _computeTaxPeriodDates(periodicitySettings, dateInsideTargettesPeriod) {
+        /**
+         * This function needs to stay consistent with the one inside res_company from the fusion_accounting module.
+         * function_name = _get_tax_closing_period_boundaries
+         */
+        const startMonth = periodicitySettings.start_month;
+        const startDay = periodicitySettings.start_day
+        const monthsPerPeriod = periodicitySettings.months_per_period;
+        const aligned_date = dateInsideTargettesPeriod.minus({days: startDay - 1}) 
+        let year = aligned_date.year;
+        const monthOffset = aligned_date.month - startMonth;
+
+        let periodNumber = Math.floor(monthOffset / monthsPerPeriod) + 1;
+
+        if (dateInsideTargettesPeriod < DateTime.now().set({year: year, month: startMonth, day: startDay})) {
+            year -= 1;
+            periodNumber = Math.floor((12 + monthOffset) / monthsPerPeriod) + 1;
+        }
+
+        let deltaMonth = periodNumber * monthsPerPeriod;
+
+        const endDate = DateTime.utc(year, startMonth, 1).plus({ months: deltaMonth, days: startDay-2})
+        const startDate = DateTime.utc(year, startMonth, 1).plus({ months: deltaMonth-monthsPerPeriod }).set({ day: startDay})
+        return [startDate, endDate];
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Number of periods
+    //------------------------------------------------------------------------------------------------------------------
+    setNumberPeriods(ev) {
+        const numberPeriods = ev.target.value;
+
+        if (numberPeriods >= 1)
+            this.controller.options.comparison.number_period = parseInt(numberPeriods);
+        else
+            this.dialog.add(WarningDialog, {
+                title: _t("Odoo Warning"),
+                message: _t("Number of periods cannot be smaller than 1"),
+            });
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Records
+    //------------------------------------------------------------------------------------------------------------------
+    getMultiRecordSelectorProps(resModel, optionKey) {
+        return {
+            resModel,
+            resIds: this.controller.options[optionKey],
+            update: (resIds) => {
+                this.filterClicked({ optionKey: optionKey, optionValue: resIds, reload: true});
+            },
+        };
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Rounding unit
+    //------------------------------------------------------------------------------------------------------------------
+    roundingUnitName(roundingUnit) {
+        return _t("In %s", this.controller.options["rounding_unit_names"][roundingUnit][0]);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Generic filters
+    //------------------------------------------------------------------------------------------------------------------
+    async filterClicked({ optionKey, optionValue = undefined, reload = false}) {
+        if (optionValue !== undefined) {
+            await this.controller.updateOption(optionKey, optionValue);
+        } else {
+            await this.controller.toggleOption(optionKey);
+        }
+
+        if (reload) {
+            await this.applyFilters(optionKey);
+        }
+    }
+
+    async applyFilters(optionKey = null, delay = 500) {
+        // We only call the reload after the delay is finished, to avoid doing 5 calls if you want to click on 5 journals
+        if (this.timeout) {
+            clearTimeout(this.timeout);
+        }
+
+        this.controller.incrementCallNumber();
+
+        this.timeout = setTimeout(async () => {
+            await this.controller.reload(optionKey, this.controller.options);
+        }, delay);
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Custom filters
+    //------------------------------------------------------------------------------------------------------------------
+    selectJournal(journal) {
+        if (journal.model === "account.journal.group") {
+            const wasSelected = journal.selected;
+            this.ToggleSelectedJournal(journal);
+            this.controller.options.__journal_group_action = {
+                action: wasSelected ? "remove" : "add",
+                id: parseInt(journal.id),
+            };
+            // Toggle the selected status after the action is set
+            journal.selected = !wasSelected;
+        } else {
+            journal.selected = !journal.selected;
+        }
+        this.applyFilters("journals");
+    }
+
+    ToggleSelectedJournal(selectedJournal) {
+        if (selectedJournal.selected) {
+            this.controller.options.journals.forEach((journal) => {
+                journal.selected = false;
+            });
+        } else {
+            this.controller.options.journals.forEach((journal) => {
+                journal.selected = selectedJournal.journals.includes(journal.id) && journal.model === "account.journal";
+            });
+        }
+    }
+
+    unfoldCompanyJournals(selectedCompany) {
+        let inSelectedCompanySection = false;
+        for (const journal of this.controller.options.journals) {
+            if (journal.id === "divider" && journal.model === "res.company") {
+                if (journal.name === selectedCompany.name) {
+                    journal.unfolded = !journal.unfolded;
+                    inSelectedCompanySection = true;
+                } else if (inSelectedCompanySection) {
+                    break;  // Reached another company divider, exit the loop
+                }
+            }
+            if (inSelectedCompanySection && journal.model === "account.journal") {
+                journal.visible = !journal.visible;
+            }
+        }
+    }
+
+    async filterVariant(reportId) {
+        this.controller.saveSessionOptions({
+            ...this.controller.options,
+            selected_variant_id: reportId,
+            sections_source_id: reportId,
+        });
+        const cacheKey = this.controller.getCacheKey(reportId, reportId);
+        // if the variant hasn't been loaded yet, set up the call number
+        if (!(cacheKey in this.controller.loadingCallNumberByCacheKey)) {
+            this.controller.incrementCallNumber(cacheKey);
+        }
+        await this.controller.displayReport(reportId);
+    }
+
+    async filterTaxUnit(taxUnit) {
+        await this.filterClicked({ optionKey: "tax_unit", optionValue: taxUnit.id});
+        this.controller.saveSessionOptions(this.controller.options);
+
+        // force the company to those impacted by the tax units, the reload will be force by this function
+        this.companyService.setCompanies(taxUnit.company_ids);
+    }
+
+    async toggleHideZeroLines() {
+        // Avoid calling the database when this filter is toggled; as the exact same lines would be returned; just reassign visibility.
+        await this.controller.toggleOption("hide_0_lines", false);
+
+        this.controller.saveSessionOptions(this.controller.options);
+        this.controller.setLineVisibility(this.controller.lines);
+    }
+
+    async toggleHorizontalSplit() {
+        await this.controller.toggleOption("horizontal_split", false);
+        this.controller.saveSessionOptions(this.controller.options);
+    }
+
+    async filterRoundingUnit(rounding) {
+        await this.controller.updateOption('rounding_unit', rounding, false);
+
+        this.controller.saveSessionOptions(this.controller.options);
+
+        this.controller.lines = await this.controller.orm.call(
+            "account.report",
+            "format_column_values",
+            [
+                this.controller.options,
+                this.controller.lines,
+            ],
+        );
+    }
+
+    async selectHorizontalGroup(horizontalGroupId) {
+        if (horizontalGroupId === this.controller.options.selected_horizontal_group_id) {
+            return;
+        }
+
+        if (this.isBudgetSelected) {
+            this.notification.add(
+                _t("It's not possible to select a budget with the horizontal group feature."),
+                {
+                    type: "warning",
+                }
+            );
+            return;
+        }
+        await this.filterClicked({ optionKey: "selected_horizontal_group_id", optionValue: horizontalGroupId, reload: true});
+    }
+
+    selectBudget(budget) {
+        if (this.isHorizontalGroupSelected) {
+            this.notification.add(
+                _t("It's not possible to select a horizontal group with the budget feature."),
+                {
+                    type: "warning",
+                }
+            );
+            return;
+        }
+        budget.selected = !budget.selected;
+        this.applyFilters( 'budgets')
+    }
+
+    async createBudget() {
+        const budgetName = this.budgetName.value.trim();
+        if (!budgetName.length) {
+            this.budgetName.invalid = true;
+            this.notification.add(_t("Please enter a valid budget name."), {
+                type: "danger",
+            });
+            return;
+        }
+        const createdId = await this.orm.call("account.report.budget", "create", [
+            { name: budgetName },
+        ]);
+        this.budgetName.value = "";
+        this.budgetName.invalid = false;
+        const options = this.controller.options;
+        this.controller.reload("budgets", {
+            ...options,
+            budgets: [
+                ...options.budgets,
+                // Selected by default if we don't have any horizontal group selected
+                { id: createdId, selected: !this.isHorizontalGroupSelected },
+            ],
+        });
+    }
+}

Fusion Accounting/static/src/components/account_report/filters/filters.scss

@@ -0,0 +1,97 @@
+.account_report_filter {
+    &.date {
+        .date_filter:hover .btn_previous_date,
+        .date_filter:hover .btn_next_date:not(:disabled) {
+            color: $o-gray-600;
+        }
+        .filter_name { width: 120px }
+        .time_text { width: 120px }
+        .btn_previous_date, .btn_next_date {
+            background: inherit;
+            border: none;
+            padding: 0;
+            width: 20px;
+            height: 20px;
+            color: $o-gray-300;
+        }
+        .dropdown-item.focus {
+            background: transparent;
+            &:hover { background: rgba($o-black, 0.08) }
+        }
+    }
+
+    &.date, &.comparison {
+        .dropdown-item.date {
+            display: flex;
+            justify-content: space-between;
+
+            .o_datetime_input {
+                display: inline;
+                width: 86px;
+                margin: 0 8px;
+                padding: 0 4px;
+                text-align: center;
+            }
+        }
+    }
+
+    &.comparison, &.intervals {
+        .dropdown-item.period, .dropdown-item.interval {
+            display: flex;
+            justify-content: space-between;
+
+            &.order:hover {
+                background-color: unset;
+                color: unset;
+                cursor: default;
+            }
+
+            input[type=number] {
+                display: inline;
+                width: 86px;
+                margin: 0 8px;
+                border-top: none;
+                border-left: none;
+                border-right: none;
+                border-bottom: 1px solid var(--o-input-border-color);
+                text-align: center;
+                background-color: inherit;
+            }
+        }
+
+        .dropdown-item.date {
+            .o_datetime_input {
+                display: inline;
+                width: 86px;
+                margin: 0 8px;
+                padding: 0 4px;
+                text-align: center;
+            }
+        }
+
+        .dropdown-item.link {
+            cursor: default;
+
+            &.focus, &.selected:hover, &.selected:focus { background-color: inherit; }
+        }
+    }
+
+    &.analytic, &.analytic_groupby, &.partner {
+        .dropdown {
+            display: inherit;
+        }
+        .dropdown-item {
+            display: flex;
+            label { width: 60px }
+        }
+        .dropdown-item.focus, .dropdown-item.selected:hover, .dropdown-item.selected:focus { background-color: inherit; }
+        .o_input_dropdown { width: 100% }
+        .o_field_tags {
+            margin-left: 8px;
+            flex-direction: column;
+            flex-grow: 9;
+
+            .o_tag { width: fit-content }
+        }
+    }
+}

Fusion Accounting/static/src/components/account_report/filters/filters.xml

@@ -0,0 +1,121 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportFilters">
+        <t t-call="{{ env.template('AccountReportFilters') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportFiltersCustomizable">
+        <!-- Date filter -->
+        <t t-if="'date' in controller.options">
+            <div id="filter_date" class="filter_date">
+                <t t-call="fusion_accounting.AccountReportFilterDate"/>
+            </div>
+        </t>
+
+        <!-- Comparison filter -->
+        <t t-if="controller.filters.show_period_comparison">
+            <div id="filter_comparison" class="filter_comparison">
+                <t t-call="fusion_accounting.AccountReportFilterComparison"/>
+            </div>
+        </t>
+
+        <!-- Journal filter -->
+        <t t-if="'journals' in controller.options">
+            <div id="filter_journal">
+                <t t-call="fusion_accounting.AccountReportFilterJournal"/>
+            </div>
+        </t>
+
+        <!-- Account type filter -->
+        <t t-if="'account_type' in controller.options">
+            <div id="filter_account_type">
+                <t t-call="fusion_accounting.AccountReportFilterAccountType"/>
+            </div>
+        </t>
+
+        <!-- Analytic filter -->
+        <t t-if="controller.groups.analytic_accounting and controller.filters.show_analytic">
+            <div id="filter_analytic" class="filter_analytic">
+                <t t-call="fusion_accounting.AccountReportFilterAnalytic"/>
+            </div>
+        </t>
+
+        <!-- Analytic groupby filter -->
+        <t t-if="hasAnalyticGroupbyFilter">
+            <div id="filter_analytic_groupby" class="filter_analytic_groupby">
+                <t t-call="fusion_accounting.AccountReportFilterAnalyticGroupby"/>
+            </div>
+        </t>
+
+        <!-- Horizontal groups filter -->
+        <t t-if="controller.options.available_horizontal_groups.length > 0">
+            <div id="filter_horizontal_groups">
+                <t t-call="fusion_accounting.AccountReportFilterHorizontalGroups"/>
+            </div>
+        </t>
+
+        <!-- Partner filter -->
+        <t t-if="'partner' in controller.options">
+            <div id="filter_partner" class="filter_partner">
+                <t t-call="fusion_accounting.AccountReportFilterPartner"/>
+            </div>
+        </t>
+
+        <!-- Extra options filter -->
+        <t t-if="hasExtraOptionsFilter">
+            <div id="filter_extra_options">
+                <t t-call="fusion_accounting.AccountReportFilterExtraOptions"/>
+            </div>
+        </t>
+
+        <!-- Variant filter -->
+        <t t-if="controller.options.available_variants.length > 1">
+            <div id="filter_variant">
+                <t t-call="fusion_accounting.AccountReportFilterVariant"/>
+            </div>
+        </t>
+
+        <!-- Tax unit filter -->
+        <t t-if="'available_tax_units' in this.controller.options and controller.options.available_tax_units.length > 0">
+            <div id="filter_tax_unit">
+                <t t-call="fusion_accounting.AccountReportFilterTaxUnit"/>
+            </div>
+        </t>
+
+        <!-- Fiscal position filter -->
+        <t t-if="hasFiscalPositionFilter">
+            <div id="filter_fiscal_position">
+                <t t-call="fusion_accounting.AccountReportFilterFiscalPosition"/>
+            </div>
+        </t>
+
+        <!-- Budget filter -->
+        <t t-if="'budgets' in controller.options">
+            <div id="filter_budget">
+                <t t-call="fusion_accounting.AccountReportFilterBudget"/>
+            </div>
+        </t>
+
+        <!-- User defined filter on journal items -->
+        <t t-if="'aml_ir_filters' in controller.options and controller.options.aml_ir_filters.length > 0">
+            <div id="filter_aml_ir_filters">
+                <t t-call="fusion_accounting.AccountReportAmlIrFilters"/>
+            </div>
+        </t>
+
+        <div id="filter_rounding_unit">
+            <t t-call="fusion_accounting.AccountReportFilterRoundingUnit"/>
+        </div>
+
+        <t t-if="env.debug">
+            <div id="filter_configuration" class="o-dropdown dropdown o-dropdown--no-caret">
+                <button
+                    class="btn btn-secondary"
+                    t-on-click="(ev) => this.controller.reportAction(ev, 'action_open_report_form', {}, true)"
+                >
+                    <i class="fa fa-cogs me-1"/>
+                </button>
+            </div>
+        </t>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/header/header.js

@@ -0,0 +1,123 @@
+// Fusion Accounting - Account Report Header
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Dropdown } from "@web/core/dropdown/dropdown";
+import { DropdownItem } from "@web/core/dropdown/dropdown_item";
+import { useService } from "@web/core/utils/hooks"
+
+import { Component, useState } from "@odoo/owl";
+
+/**
+ * AccountReportHeader - Renders the report table header with column labels,
+ * sortable columns, and horizontal group navigation controls.
+ */
+export class AccountReportHeader extends Component {
+    static template = "fusion_accounting.AccountReportHeader";
+    static props = {};
+    static components = {
+        Dropdown,
+        DropdownItem,
+    }
+
+    setup() {
+        this.orm = useService("orm");
+        this.controller = useState(this.env.controller);
+    }
+    // -----------------------------------------------------------------------------------------------------------------
+    // Headers
+    // -----------------------------------------------------------------------------------------------------------------
+    get columnHeaders() {
+        let columnHeaders = [];
+
+        this.controller.options.column_headers.forEach((columnHeader, columnHeaderIndex) => {
+            let columnHeadersRow = [];
+
+            for (let i = 0; i < this.controller.columnHeadersRenderData.level_repetitions[columnHeaderIndex]; i++) {
+                columnHeadersRow = [ ...columnHeadersRow, ...columnHeader];
+            }
+
+            columnHeaders.push(columnHeadersRow);
+        });
+
+        return columnHeaders;
+    }
+
+    columnHeadersColspan(column_index, header, compactOffset = 0) {
+        let colspan = header.colspan || this.controller.columnHeadersRenderData.level_colspan[column_index]
+        // In case of we need the total column for horizontal we need to increase the colspan of the first row
+        if(this.controller.options.show_horizontal_group_total && column_index === 0) {
+           colspan += 1;
+        }
+        return colspan;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Subheaders
+    //------------------------------------------------------------------------------------------------------------------
+    get subheaders() {
+        const columns = JSON.parse(JSON.stringify(this.controller.options.columns));
+        const columnsPerGroupKey = {};
+
+        columns.forEach((column) => {
+            columnsPerGroupKey[`${column.column_group_key}_${column.expression_label}`] = column;
+        });
+
+        return this.controller.lines[0].columns.map((column) => {
+            if (columnsPerGroupKey[`${column.column_group_key}_${column.expression_label}`]) {
+                return columnsPerGroupKey[`${column.column_group_key}_${column.expression_label}`];
+            } else {
+                return {
+                    expression_label: "",
+                    sortable: false,
+                    name: "",
+                    colspan: 1,
+                };
+            }
+        });
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Custom subheaders
+    // -----------------------------------------------------------------------------------------------------------------
+    get customSubheaders() {
+        let customSubheaders = [];
+
+        this.controller.columnHeadersRenderData.custom_subheaders.forEach(customSubheader => {
+            customSubheaders.push(customSubheader);
+        });
+
+        return customSubheaders;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Sortable
+    // -----------------------------------------------------------------------------------------------------------------
+    sortableClasses(columIndex) {
+        switch (this.controller.linesCurrentOrderByColumn(columIndex)) {
+            case "ASC":
+                return "fa fa-long-arrow-up";
+            case "DESC":
+                return "fa fa-long-arrow-down";
+            default:
+                return "fa fa-arrows-v";
+        }
+    }
+
+    async sortLinesByColumn(columnIndex, column) {
+        if (column.sortable) {
+            switch (this.controller.linesCurrentOrderByColumn(columnIndex)) {
+                case "default":
+                    await this.controller.sortLinesByColumnAsc(columnIndex);
+                    break;
+                case "ASC":
+                    await this.controller.sortLinesByColumnDesc(columnIndex);
+                    break;
+                case "DESC":
+                    this.controller.sortLinesByDefault();
+                    break;
+                default:
+                    throw new Error(`Invalid value: ${ this.controller.linesCurrentOrderByColumn(columnIndex) }`);
+            }
+        }
+    }
+}

Fusion Accounting/static/src/components/account_report/header/header.xml

@@ -0,0 +1,128 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportHeader">
+        <t t-call="{{ env.template('AccountReportHeader') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportHeaderCustomizable">
+        <thead id="table_header" class="sticky">
+            <!-- Headers -->
+            <t t-foreach="columnHeaders" t-as="columnHeader" t-key="columnHeader_index">
+                <tr>
+                    <!-- First empty column -->
+                    <th>
+                        <t t-if="columnHeader_first and controller.options.companies.length > 1">
+                            <span class="companies_header" t-out="controller.options.companies.map(company => company.name).join(', ')"/>
+                        </t>
+                    </th>
+
+                    <!-- Other columns -->
+                    <t t-foreach="columnHeader" t-as="header" t-key="header_index">
+                        <th
+                            class="column_header"
+                            t-att-colspan="this.columnHeadersColspan(columnHeader_index, header)"
+                        >
+                            <t t-out="header.name"/>
+                        </th>
+                    </t>
+
+                    <t t-if="controller.options.show_horizontal_group_total">
+                        <t t-if="!columnHeader_first">
+                            <th class="column_header">
+                                <t t-out="controller.options.available_horizontal_groups.find(group => group.id === controller.options.selected_horizontal_group_id)?.name"/>
+                            </th>
+                        </t>
+                    </t>
+
+                    <!-- Growth comparison column -->
+                    <t t-if="controller.needsColumnPercentComparison">
+                        <!-- We only want to display it once on the first row -->
+                        <t t-if="columnHeader_first">
+                            <th class="column_percent_comparison_header">
+                                <i class="fa fa-percent"/>
+                            </th>
+                        </t>
+                    </t>
+
+                    <!-- Debug column -->
+                    <t t-if="controller.hasDebugColumn">
+                        <!-- We only want to display it once on the first row -->
+                        <t t-if="columnHeader_first">
+                            <th class="debug_header">
+                                <i class="fa fa-bug"/>
+                            </th>
+                        </t>
+                    </t>
+                </tr>
+            </t>
+
+            <!-- Custom subheaders -->
+            <t t-if="controller.hasCustomSubheaders">
+                <tr>
+                    <!-- First empty column -->
+                    <th/>
+
+                    <!-- Other columns -->
+                    <t t-foreach="customSubheaders" t-as="customSubheader" t-key="customSubheader_index">
+                        <th
+                            t-att-colspan="customSubheader.colspan || 1"
+                            t-att-data-expression_label="customSubheader.expression_label"
+                        >
+                            <t t-out="customSubheader.name"/>
+                        </th>
+                    </t>
+
+                    <!-- Debug column -->
+                    <t t-if="controller.hasDebugColumn">
+                        <!-- Empty to prevent a gap beneath the debug label -->
+                        <th/>
+                    </t>
+                </tr>
+            </t>
+
+            <!-- Subheaders -->
+            <tr>
+                <!-- First empty column -->
+                <th/>
+
+                <!-- Other columns -->
+                <t t-foreach="subheaders" t-as="subheader" t-key="subheader_index">
+                    <th
+                        t-att-colspan="subheader.colspan || 1"
+                        t-att-data-expression_label="subheader.expression_label"
+                    >
+                        <!-- Sortable -->
+                        <t t-if="subheader.sortable">
+                            <button
+                                class="btn btn_sortable"
+                                t-on-click="() => this.sortLinesByColumn(subheader_index, subheader)"
+                            >
+                                <i t-att-class="sortableClasses(subheader_index)"/>
+                            </button>
+                        </t>
+
+                        <t t-if="subheader.template">
+                            <t t-call="{{ subheader.template }}"/>
+                        </t>
+                        <t t-else="">
+                            <t t-out="subheader.name"/>
+                        </t>
+                    </th>
+                </t>
+
+                <!-- Debug column -->
+                <t t-if="controller.hasDebugColumn">
+                    <!-- Empty to prevent a gap beneath the debug label -->
+                    <th/>
+                </t>
+
+                <t t-if="controller.options.show_horizontal_group_total">
+                    <th>
+                        <!-- Since we have only one column possible with horizontal group totals taking the first element is ok -->
+                        <t t-out="subheaders[0].name"/>
+                    </th>
+                </t>
+            </tr>
+        </thead>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line/line.js

@@ -0,0 +1,149 @@
+// Fusion Accounting - Account Report Line
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { localization } from "@web/core/l10n/localization";
+
+import { useService } from "@web/core/utils/hooks";
+import { Component, useState } from "@odoo/owl";
+
+import { AccountReportDebugPopover } from "@fusion_accounting/components/account_report/line/popover/debug_popover";
+import { AccountReportLineCellEditable } from "@fusion_accounting/components/account_report/line_cell_editable/line_cell_editable";
+
+/**
+ * AccountReportLine - Renders a single row in the report table.
+ * Handles line-level interactions including expand/collapse, selection,
+ * debug info display, and inline cell editing delegation.
+ */
+export class AccountReportLine extends Component {
+    static template = "fusion_accounting.AccountReportLine";
+    static props = {
+        lineIndex: Number,
+        line: Object,
+    };
+    static components = {
+        AccountReportLineCellEditable,
+    };
+
+    setup() {
+        this.popover = useService("popover");
+        this.controller = useState(this.env.controller);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Line
+    // -----------------------------------------------------------------------------------------------------------------
+    get lineClasses() {
+        let classes = ('level' in this.props.line) ? `line_level_${this.props.line.level}` : 'line_level_default';
+
+        if (!this.props.line.visible || this.isHiddenBySearchFilter())
+            classes += " d-none";
+
+        if (this.props.line.unfolded && this.hasVisibleChild())
+            classes += " unfolded";
+
+        if (this.controller.isTotalLine(this.props.lineIndex))
+            classes += " total";
+
+        if (this.props.line.class)
+            classes += ` ${this.props.line.class}`;
+
+        return classes;
+    }
+
+    hasVisibleChild() {
+        let nextLineIndex = this.props.lineIndex + 1;
+
+        while (this.controller.isNextLineChild(nextLineIndex, this.props.line['id'])) {
+            if (this.controller.lines[nextLineIndex].visible && !this.isHiddenBySearchFilter(this.controller.lines[nextLineIndex].id))
+                return true;
+
+            nextLineIndex += 1;
+        }
+        return false;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Growth comparison
+    // -----------------------------------------------------------------------------------------------------------------
+    get growthComparisonClasses() {
+        let classes = "text-end";
+
+        switch(this.props.line.column_percent_comparison_data.mode) {
+            case "green":
+                classes += " text-success";
+                break;
+            case "muted":
+                classes += " muted";
+                break;
+            case "red":
+                classes += " text-danger";
+                break;
+        }
+
+        return classes;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Total Horizontal Group
+    // -----------------------------------------------------------------------------------------------------------------
+    get HorizontalGroupTotalClasses() {
+        let classes = "text-end";
+        switch(Math.sign(this.props.line.horizontal_group_total_data?.no_format)) {
+            case 1:
+                break;
+            case 0:
+                classes += " muted";
+                break;
+            case -1:
+                classes += " text-danger";
+                break;
+        }
+
+        return classes;
+    }
+
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Search
+    //------------------------------------------------------------------------------------------------------------------
+    isHiddenBySearchFilter(lineId = null) {
+        // If no lineId is provided, this will execute on the current line object
+        // Otherwise, it will execute on the given lineId
+        lineId ||= this.props.line.id;
+
+        if (!("lines_searched" in this.controller))
+            return false;
+
+        for (let searchLineId of this.controller.lines_searched)
+            if (this.controller.isLineRelatedTo(searchLineId, lineId) || lineId === searchLineId)
+                return false;
+
+        return true;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Debug popover
+    //------------------------------------------------------------------------------------------------------------------
+    showDebugPopover(ev) {
+        const close = () => {
+            this.popoverCloseFn();
+            this.popoverCloseFn = null;
+        }
+
+        if (this.popoverCloseFn)
+            close();
+
+        this.popoverCloseFn = this.popover.add(
+            ev.currentTarget,
+            AccountReportDebugPopover,
+            {
+                expressionsDetail: JSON.parse(this.props.line.debug_popup_data).expressions_detail,
+                onClose: close,
+            },
+            {
+                closeOnClickAway: true,
+                position: localization.direction === "rtl" ? "left" : "right",
+            },
+        );
+    }
+}

Fusion Accounting/static/src/components/account_report/line/line.xml

@@ -0,0 +1,76 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportLine">
+        <t t-call="{{ env.template('AccountReportLine') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportLineCustomizable">
+        <!-- Adds an empty row above line with level 0 to add some spacing (it is the easiest and cleanest way) -->
+        <t t-if="props.line.level === 0">
+            <tr class="empty">
+                <td/>
+                <t t-foreach="props.line.columns" t-as="cell" t-key="cell_index">
+                    <td/>
+                </t>
+                <t t-if="controller.needsColumnPercentComparison">
+                    <td/>
+                </t>
+                <t t-if="controller.hasDebugColumn">
+                    <td/>
+                </t>
+            </tr>
+        </t>
+
+        <tr
+            data-id="line"
+            t-att-class="lineClasses"
+        >
+            <!-- Name column -->
+            <t t-component="env.component('AccountReportLineName')" t-props="{ lineIndex: props.lineIndex, line: props.line }"/>
+
+            <!-- Value columns -->
+            <t t-foreach="props.line.columns" t-as="cell" t-key="cell_index">
+                <!-- Condition for budget column only, should be changed in the future when we'll remove popover for editable cell -->
+                <t t-if="cell.column_group_key?.includes('compute_budget')">
+                    <AccountReportLineCellEditable t-props="{ line: props.line, cell: cell }"/>
+                </t>
+                <t t-else="">
+                    <t t-component="env.component('AccountReportLineCell')" t-props="{ line: props.line, cell: cell }"/>
+                </t>
+            </t>
+
+            <!-- Growth comparison column -->
+            <t t-if="controller.needsColumnPercentComparison">
+                <t t-if="controller.lineHasGrowthComparisonData(props.lineIndex)">
+                    <td t-att-class="growthComparisonClasses">
+                        <t t-out="props.line.column_percent_comparison_data.name"/>
+                    </td>
+                </t>
+                <t t-else="">
+                    <td/>
+                </t>
+            </t>
+
+            <!-- Debug column -->
+            <t t-if="controller.hasDebugColumn">
+                <td class="text-center">
+                    <t t-if="props.line.code">
+                        <t t-out="props.line.code"/>
+                    </t>
+
+                    <t t-if="controller.lineHasDebugData(props.lineIndex)">
+                        <button class="btn btn_debug" t-on-click="(ev) => this.showDebugPopover(ev)">
+                            <i class="fa fa-info-circle"/>
+                        </button>
+                    </t>
+                </td>
+            </t>
+
+            <t t-if="controller.options.show_horizontal_group_total">
+                <td t-att-class="HorizontalGroupTotalClasses">
+                    <t t-out="props.line.horizontal_group_total_data?.name"/>
+                </td>
+            </t>
+        </tr>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line/popover/debug_popover.js

@@ -0,0 +1,17 @@
+// Fusion Accounting - Account Report Debug Popover
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component } from "@odoo/owl";
+
+/**
+ * AccountReportDebugPopover - Developer popover showing expression
+ * details and computation breakdown for a given report line.
+ */
+export class AccountReportDebugPopover extends Component {
+    static template = "fusion_accounting.AccountReportDebugPopover";
+    static props = {
+        close: Function,
+        expressionsDetail: Array,
+        onClose: Function,
+    };
+}

Fusion Accounting/static/src/components/account_report/line/popover/debug_popover.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportDebugPopover">
+        <div class="account_report_popover_debug">
+            <t t-foreach="props.expressionsDetail" t-as="expressionEngineAndTotals" t-key="expressionEngineAndTotals_index">
+                <t t-set="expressionEngine" t-value="expressionEngineAndTotals[0]"/>
+                <t t-set="expressionTotals" t-value="expressionEngineAndTotals[1]"/>
+
+                <div class="line_debug">
+                    <span>Engine</span>
+                    <span class="fw-bold" t-out="expressionEngine"/>
+                </div>
+
+                <t t-foreach="expressionTotals" t-as="labelAndInfo" t-key="labelAndInfo_index">
+                    <t t-set="expressionLabel" t-value="labelAndInfo[0]"/>
+                    <t t-set="expressionInfo" t-value="labelAndInfo[1]"/>
+
+                    <div class="line_debug">
+                        <span>Label</span>
+                        <span t-out="expressionLabel"/>
+                    </div>
+
+                    <div class="line_debug">
+                        <span>Formula</span>
+                        <code t-out="expressionInfo.formula"/>
+                    </div>
+
+                    <t t-if="expressionInfo.subformula">
+                        <div class="line_debug">
+                            <span>Subformula</span>
+                            <code t-out="expressionInfo.subformula"/>
+                        </div>
+                    </t>
+
+                    <div class="line_debug">
+                        <span>Value</span>
+                        <span t-out="expressionInfo.value"/>
+                    </div>
+
+                    <t t-if="!labelAndInfo_last">
+                        <div class="totals_separator"/>
+                    </t>
+                </t>
+
+                <t t-if="!expressionEngineAndTotals_last">
+                    <div class="engine_separator"/>
+                </t>
+            </t>
+        </div>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_cell/line_cell.js

@@ -0,0 +1,184 @@
+// Fusion Accounting - Account Report Line Cell
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { localization } from "@web/core/l10n/localization";
+import { useService } from "@web/core/utils/hooks";
+
+import { AccountReportCarryoverPopover } from "@fusion_accounting/components/account_report/line_cell/popover/carryover_popover";
+import { AccountReportEditPopover } from "@fusion_accounting/components/account_report/line_cell/popover/edit_popover";
+
+import { Component, markup, useState } from "@odoo/owl";
+
+/**
+ * AccountReportLineCell - Renders an individual cell within a report line.
+ * Supports display of monetary values, percentages, and dates with
+ * optional edit and carryover popover interactions.
+ */
+export class AccountReportLineCell extends Component {
+    static template = "fusion_accounting.AccountReportLineCell";
+    static props = {
+        line: {
+            type: Object,
+            optional: true,
+        },
+        cell: Object,
+    };
+
+    setup() {
+        this.action = useService("action");
+        this.orm = useService("orm");
+        this.popover = useService("popover");
+        this.controller = useState(this.env.controller);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Helpers
+    // -----------------------------------------------------------------------------------------------------------------
+    isNumeric(type) {
+        return ['float', 'integer', 'monetary', 'percentage'].includes(type);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Attributes
+    // -----------------------------------------------------------------------------------------------------------------
+    get cellClasses() {
+        if (this.props.cell.comparison_mode) {
+            return this.comparisonClasses;
+        }
+
+        let classes = "";
+
+        if (this.props.cell.auditable)
+            classes += " auditable";
+
+        if (this.props.cell.figure_type === 'date')
+            classes += " date";
+
+        if (this.props.cell.figure_type === 'string')
+            classes += " text";
+
+        if (this.isNumeric(this.props.cell.figure_type)) {
+            classes += " numeric text-end";
+
+            if (this.props.cell.no_format !== undefined)
+                switch (Math.sign(this.props.cell.no_format)) {
+                    case 1:
+                        break;
+                    case 0:
+                    case -0:
+                        classes += " muted";
+                        break;
+                    case -1:
+                        classes += " text-danger";
+                        break;
+                }
+        }
+
+        if (this.props.cell.class)
+            classes += ` ${this.props.cell.class}`;
+
+        return classes;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Audit
+    // -----------------------------------------------------------------------------------------------------------------
+    async audit() {
+        const auditAction = await this.orm.call(
+            "account.report",
+            "dispatch_report_action",
+            [
+                this.controller.options.report_id,
+                this.controller.options,
+                "action_audit_cell",
+                {
+                    report_line_id: this.props.cell.report_line_id,
+                    expression_label: this.props.cell.expression_label,
+                    calling_line_dict_id: this.props.line.id,
+                    column_group_key: this.props.cell.column_group_key,
+                },
+            ],
+            {
+                context: this.controller.context,
+            }
+        );
+        if (auditAction.help) {
+            auditAction.help = markup(auditAction.help);
+        }
+
+        return this.action.doAction(auditAction);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Edit Popover
+    // -----------------------------------------------------------------------------------------------------------------
+    editPopover(ev) {
+        const close = () => {
+            this.popoverCloseFn();
+            this.popoverCloseFn = null;
+        }
+
+        if (this.popoverCloseFn)
+            close();
+
+        this.popoverCloseFn = this.popover.add(
+            ev.currentTarget,
+            AccountReportEditPopover,
+            {
+                line_id: this.props.line.id,
+                cell: this.props.cell,
+                controller: this.controller,
+                onClose: close,
+            },
+            {
+                closeOnClickAway: true,
+                position: localization.direction === "rtl" ? "bottom" : "left",
+            },
+        );
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Carryover popover
+    //------------------------------------------------------------------------------------------------------------------
+    carryoverPopover(ev) {
+        if (this.popoverCloseFn) {
+            this.popoverCloseFn();
+            this.popoverCloseFn = null;
+        }
+
+        this.popoverCloseFn = this.popover.add(
+            ev.currentTarget,
+            AccountReportCarryoverPopover,
+            {
+                carryoverData: JSON.parse(this.props.cell.info_popup_data),
+                options: this.controller.options,
+                context: this.controller.context,
+            },
+            {
+                closeOnClickAway: true,
+                position: localization.direction === "rtl" ? "bottom" : "right",
+            },
+        );
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Comparison cell
+    // -----------------------------------------------------------------------------------------------------------------
+    get comparisonClasses() {
+        let classes = "text-end";
+
+        switch (this.props.cell.comparison_mode) {
+            case "green":
+                classes += " text-success";
+                break;
+            case "muted":
+                classes += " muted";
+                break;
+            case "red":
+                classes += " text-danger";
+                break;
+        }
+
+        return classes;
+    }
+}

Fusion Accounting/static/src/components/account_report/line_cell/line_cell.xml

@@ -0,0 +1,56 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportLineCell">
+        <t t-call="{{ env.template('AccountReportLineCell') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportLineCellCustomizable">
+        <td
+            data-id="line_cell"
+            class="line_cell"
+            t-att-class="cellClasses"
+            t-att-data-expression_label="props.cell.expression_label"
+        >
+            <div class="wrapper">
+                <t t-if="!controller.filters.show_totals or !props.line.unfolded">
+                    <t t-if="props.cell.info_popup_data">
+                        <a
+                            class="fa fa-question-circle me-2"
+                            t-on-click="(ev) => this.carryoverPopover(ev)"
+                        />
+                    </t>
+
+                    <t t-if="props.cell.edit_popup_data">
+                        <button
+                            class="btn btn_edit me-auto"
+                            t-on-click="(ev) => this.editPopover(ev)"
+                        >
+                            <i class="fa fa-pencil"/>
+                        </button>
+                    </t>
+
+                    <div class="content">
+                        <t t-if="props.cell.auditable">
+                            <a t-on-click="() => this.audit()">
+                                <t t-component="env.component('AccountReportEllipsis')" t-props="{
+                                    name: props.cell.name?.toString(),
+                                    no_format: props.cell.no_format,
+                                    type: props.cell.figure_type,
+                                    maxCharacters: 50,
+                                }"/>
+                            </a>
+                        </t>
+                        <t t-else="">
+                            <t t-component="env.component('AccountReportEllipsis')" t-props="{
+                                name: props.cell.name?.toString(),
+                                no_format: props.cell.no_format,
+                                type: props.cell.figure_type,
+                                maxCharacters: 50,
+                            }"/>
+                        </t>
+                    </div>
+                </t>
+            </div>
+        </td>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_cell/popover/carryover_popover.js

@@ -0,0 +1,44 @@
+// Fusion Accounting - Account Report Carryover Popover
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { useService } from "@web/core/utils/hooks";
+import { Component } from "@odoo/owl";
+
+/**
+ * AccountReportCarryoverPopover - Displays carryover balance details
+ * and allows adjustment of carryover values between reporting periods.
+ */
+export class AccountReportCarryoverPopover extends Component {
+    static template = "fusion_accounting.AccountReportCarryoverPopover";
+    static props = {
+        close: Function,
+        carryoverData: Object,
+        options: Object,
+        context: Object,
+    };
+
+    setup() {
+        this.actionService = useService("action");
+        this.orm = useService("orm");
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    //
+    //------------------------------------------------------------------------------------------------------------------
+    async viewCarryoverLinesAction(expressionId, columnGroupKey) {
+        const viewCarryoverLinesAction = await this.orm.call(
+            "account.report.expression",
+            "action_view_carryover_lines",
+            [
+                expressionId,
+                this.props.options,
+                columnGroupKey,
+            ],
+            {
+                context: this.props.context,
+            }
+        );
+        this.props.close()
+        return this.actionService.doAction(viewCarryoverLinesAction);
+    }
+}

Fusion Accounting/static/src/components/account_report/line_cell/popover/carryover_popover.xml

@@ -0,0 +1,56 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportCarryoverPopover">
+        <table class="carryover_popover">
+            <t t-if="props.carryoverData.carryover || props.carryoverData.applied_carryover">
+                <tr>
+                    <td>
+                        <strong>Carryover</strong>
+                    </td>
+                    <td/>
+                </tr>
+
+                <t t-if="props.carryoverData.applied_carryover">
+                    <tr>
+                        <td colspan="2">
+                            <span>
+                                <strong t-out="props.carryoverData.applied_carryover"/> were carried over to this line from previous period.
+                            </span>
+                        </td>
+                    </tr>
+                </t>
+
+                <t t-if="props.carryoverData.carryover">
+                    <tr>
+                        <td colspan="2">
+                            <t t-if="props.carryoverData.carryover_target">
+                                <span>
+                                    <strong t-out="props.carryoverData.carryover"/> will be carried over to <strong t-out="props.carryoverData.carryover_target"/> in the next period.
+                                </span>
+                            </t>
+                            <t t-else="">
+                                <span>
+                                    <strong t-out="props.carryoverData.carryover"/> will be carried over to this line in the next period.
+                                </span>
+                            </t>
+                        </td>
+                    </tr>
+                </t>
+
+                <t t-if="props.carryoverData.allow_carryover_audit">
+                    <tr>
+                        <td/>
+                        <td>
+                            <button
+                                class="btn btn-secondary"
+                                t-on-click="() => this.viewCarryoverLinesAction(props.carryoverData.expression_id, props.carryoverData.column_group_key)"
+                            >
+                                View Carryover Lines
+                            </button>
+                        </td>
+                    </tr>
+                </t>
+            </t>
+        </table>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_cell/popover/edit_popover.js

@@ -0,0 +1,69 @@
+// Fusion Accounting - Account Report Edit Popover
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { useAutofocus, useService } from "@web/core/utils/hooks";
+
+import { Component, useRef } from "@odoo/owl";
+
+/**
+ * AccountReportEditPopover - Inline editing popover for modifying
+ * report cell values directly within the report view.
+ */
+export class AccountReportEditPopover extends Component {
+    static template = "fusion_accounting.AccountReportEditPopover";
+    static props = {
+        line_id: String,
+        cell: Object,
+        controller: Object,
+        onClose: Function,
+        close: Function,
+    };
+
+    setup() {
+        this.orm = useService("orm");
+
+        if (this.props.cell.figure_type === 'boolean') {
+            this.booleanTrue = useRef("booleanTrue");
+            this.booleanFalse = useRef("booleanFalse");
+        } else {
+            this.input = useRef("input");
+            useAutofocus({ refName: "input" });
+        }
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Edit
+    // -----------------------------------------------------------------------------------------------------------------
+    async edit() {
+        let editValue;
+        const editPopupData = JSON.parse(this.props.cell.edit_popup_data);
+
+        if (this.props.cell.figure_type === 'boolean')
+            editValue = Number(this.booleanTrue.el.checked && !this.booleanFalse.el.checked);
+        else
+            editValue = this.input.el.value;
+
+        const res = await this.orm.call(
+            "account.report",
+            "action_modify_manual_value",
+            [
+                this.props.controller.options.report_id,
+                this.props.line_id,
+                this.props.controller.options,
+                editPopupData.column_group_key,
+                editValue,
+                editPopupData.target_expression_id,
+                editPopupData.rounding,
+                this.props.controller.columnGroupsTotals,
+            ],
+            {
+                context: this.props.controller.context,
+            }
+        );
+
+        this.props.controller.lines = res.lines;
+        this.props.controller.columnGroupsTotals = res.column_groups_totals;
+
+        this.props.onClose();
+    }
+}

Fusion Accounting/static/src/components/account_report/line_cell/popover/edit_popover.xml

@@ -0,0 +1,75 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportEditPopover">
+        <div class="account_report_popover_edit">
+            <t t-if="props.cell.figure_type === 'boolean'">
+                <div class="edit_popover_boolean">
+                    <!-- Yes -->
+                    <input
+                        id="edit_popover_boolean_true"
+                        name="edit_popover_boolean"
+                        type="radio"
+                        value="1"
+                        t-att-checked="props.cell.no_format"
+                        t-ref="booleanTrue"
+                    />
+                    <label for="edit_popover_boolean_true">Yes</label>
+
+                    <!-- No -->
+                    <input
+                        id="edit_popover_boolean_false"
+                        name="edit_popover_boolean"
+                        type="radio"
+                        value="0"
+                        t-att-checked="!props.cell.no_format"
+                        t-ref="booleanFalse"
+                    />
+                    <label for="edit_popover_boolean_false">No</label>
+                </div>
+            </t>
+            <t t-elif="props.cell.figure_type === 'string'">
+                <textarea class="edit_popover_string" rows="3" t-ref="input">
+                    <t t-out="props.cell.no_format"/>
+                </textarea>
+            </t>
+            <t t-elif="props.cell.figure_type === 'percentage'">
+                <div class="input-group">
+                    <input
+                        class="form-control"
+                        type="text"
+                        inputmode="numeric"
+                        t-ref="input"
+                        t-att-value="props.cell.no_format"
+                    />
+                    <span class="input-group-text">%</span>
+                </div>
+            </t>
+            <t t-elif="props.cell.figure_type === 'monetary' and props.cell.currency_symbol">
+                <div class="input-group">
+                    <input
+                        class="form-control"
+                        type="text"
+                        inputmode="numeric"
+                        t-ref="input"
+                        t-att-value="props.cell.no_format"
+                    />
+                    <span class="input-group-text">
+                        <t t-out="props.cell.currency_symbol"/>
+                    </span>
+                </div>
+            </t>
+            <t t-else="">
+                <input
+                    type="text"
+                    inputmode="numeric"
+                    t-ref="input"
+                    t-att-value="props.cell.no_format"
+                />
+            </t>
+
+            <button class="btn btn-sm mt-2" t-on-click="() => this.edit()">
+                Post
+            </button>
+        </div>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_cell_editable/line_cell_editable.js

@@ -0,0 +1,82 @@
+// Fusion Accounting - Account Report Editable Line Cell
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { useRef, useState } from "@odoo/owl";
+import { useHotkey } from "@web/core/hotkeys/hotkey_hook";
+
+import { AccountReportLineCell } from "@fusion_accounting/components/account_report/line_cell/line_cell";
+
+export class AccountReportLineCellEditable extends AccountReportLineCell {
+    static template = "fusion_accounting.AccountReportLineCellEditable";
+
+    setup() {
+        super.setup();
+        this.input = useRef("input");
+        this.focused = useState({ value: false });
+
+        useHotkey(
+            "Enter",
+            (ev) => {
+                ev.target.blur();
+            },
+            { bypassEditableProtection: true }
+        );
+    }
+
+    get cellClasses() {
+        let classes = super.cellClasses;
+        if (this.hasEditPopupData) {
+            classes += " editable-cell";
+        }
+        return classes;
+    }
+
+    get hasEditPopupData() {
+        return Boolean(this.props.cell?.edit_popup_data);
+    }
+
+    async onChange() {
+        if (!this.input.el.value.trim()) {
+            return;
+        }
+        const editValue = this.input.el.value;
+        const cellEditData = this.hasEditPopupData
+            ? JSON.parse(this.props.cell.edit_popup_data)
+            : {};
+
+        const res = await this.orm.call(
+            "account.report",
+            "action_modify_manual_value",
+            [
+                this.controller.options.report_id,
+                this.props.line.id,
+                this.controller.options,
+                cellEditData.column_group_key,
+                editValue,
+                cellEditData.target_expression_id,
+                cellEditData.rounding,
+                this.controller.columnGroupsTotals,
+            ],
+            {
+                context: this.controller.context,
+            }
+        );
+        this.controller.lines = res.lines;
+        this.controller.columnGroupsTotals = res.column_groups_totals;
+        this.focused.value = false;
+    }
+
+    get inputValue() {
+        return this.focused.value ? this.props.cell.no_format : this.props.cell.name;
+    }
+
+    onFocus() {
+        this.focused.value = true;
+    }
+
+    onBlur() {
+        if (JSON.stringify(this.props.cell.no_format) === this.input.el.value) {
+            this.focused.value = false;
+        }
+    }
+}

Fusion Accounting/static/src/components/account_report/line_cell_editable/line_cell_editable.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportLineCellEditable" t-inherit="fusion_accounting.AccountReportLineCellCustomizable" t-inherit-mode="primary">
+        <xpath expr="//div[contains(@class, 'wrapper')]" position="replace">
+            <t t-if="hasEditPopupData">
+                <div class="content">
+                    <input type="text"
+                           class="o_input text-end"
+                           t-ref="input"
+                           t-on-change="onChange"
+                           t-on-focus="onFocus"
+                           t-on-blur="onBlur"
+                           t-att-value="inputValue"
+                    />
+                </div>
+            </t>
+            <t t-else="">$0</t>
+        </xpath>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_name/line_name.js

@@ -0,0 +1,179 @@
+// Fusion Accounting - Account Report Line Name
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Dropdown } from "@web/core/dropdown/dropdown";
+import { DropdownItem } from "@web/core/dropdown/dropdown_item";
+import { useService } from "@web/core/utils/hooks";
+import { usePopover } from "@web/core/popover/popover_hook";
+import { Component, useState, useRef } from "@odoo/owl";
+
+import { AccountReportAnnotationsPopover } from "@fusion_accounting/components/account_report/line_name/popover/annotations_popover";
+
+/**
+ * AccountReportLineName - Renders the name column of a report line.
+ * Handles line folding/unfolding, action menus, annotations popover,
+ * and contextual actions like viewing underlying journal entries.
+ */
+export class AccountReportLineName extends Component {
+    static template = "fusion_accounting.AccountReportLineName";
+    static props = {
+        lineIndex: Number,
+        line: Object,
+    };
+    static components = {
+        Dropdown,
+        DropdownItem,
+    }
+
+    setup() {
+        this.action = useService("action");
+        this.orm = useService("orm");
+        this.controller = useState(this.env.controller);
+        this.annotationPopOver = usePopover(AccountReportAnnotationsPopover, {
+            setActiveElement: false,
+            position: "bottom",
+            animation: false,
+            closeOnClickAway: (target) => !target.closest(".annotation_popover"),
+        });
+
+        this.lineNameCell = useRef("lineNameCell");
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Caret options
+    //------------------------------------------------------------------------------------------------------------------
+    get caretOptions() {
+        return this.controller.caretOptions[this.props.line.caret_options];
+    }
+
+    get hasCaretOptions() {
+        return this.caretOptions?.length > 0;
+    }
+
+    async caretAction(caretOption) {
+        const res = await this.orm.call(
+            "account.report",
+            "dispatch_report_action",
+            [
+                this.controller.options.report_id,
+                this.controller.options,
+                caretOption.action,
+                {
+                    line_id: this.props.line.id,
+                    action_param: caretOption.action_param,
+                },
+            ],
+            {
+                context: this.controller.context,
+            }
+        );
+
+        return this.action.doAction(res);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Classes
+    // -----------------------------------------------------------------------------------------------------------------
+    get lineNameClasses() {
+        let classes = "text";
+
+        if (this.props.line.unfoldable)
+            classes += " unfoldable";
+
+        if (this.props.line.class)
+            classes += ` ${ this.props.line.class }`;
+
+        return classes;
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Action
+    // -----------------------------------------------------------------------------------------------------------------
+    async triggerAction() {
+        const res = await this.orm.call(
+            "account.report",
+            "execute_action",
+            [
+                this.controller.options.report_id,
+                this.controller.options,
+                {
+                    id: this.props.line.id,
+                    actionId: this.props.line.action_id,
+                },
+            ],
+            {
+                context: this.controller.context,
+            }
+        );
+
+        return this.action.doAction(res);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Load more
+    // -----------------------------------------------------------------------------------------------------------------
+    async loadMore() {
+        const newLines = await this.orm.call(
+            "account.report",
+            "get_expanded_lines",
+            [
+                this.controller.options.report_id,
+                this.controller.options,
+                this.props.line.parent_id,
+                this.props.line.groupby,
+                this.props.line.expand_function,
+                this.props.line.progress,
+                this.props.line.offset,
+                this.props.line.horizontal_split_side,
+            ],
+        );
+
+        this.controller.setLineVisibility(newLines)
+        if (this.controller.areLinesOrdered()) {
+            this.controller.updateLinesOrderIndexes(this.props.lineIndex, newLines, true)
+        }
+        await this.controller.replaceLineWith(this.props.lineIndex, newLines);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Fold / Unfold
+    // -----------------------------------------------------------------------------------------------------------------
+    toggleFoldable() {
+        if (this.props.line.unfoldable)
+            if (this.props.line.unfolded)
+                this.controller.foldLine(this.props.lineIndex);
+            else
+                this.controller.unfoldLine(this.props.lineIndex);
+    }
+
+    // -----------------------------------------------------------------------------------------------------------------
+    // Annotation
+    // -----------------------------------------------------------------------------------------------------------------
+    get hasVisibleAnnotation() {
+        return this.props.line.visible_annotations;
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Annotation Popover
+    //------------------------------------------------------------------------------------------------------------------
+    async toggleAnnotationPopover() {
+        if (this.annotationPopOver.isOpen) {
+            this.annotationPopOver.close();
+        } else {
+            this.annotationPopOver.open(this.lineNameCell.el, {
+                controller: this.controller,
+                lineName: this,
+                lineID: this.props.line.id,
+            });
+        }
+    }
+
+    async addAnnotation(ev) {
+        this.annotationPopOver.open(this.lineNameCell.el, {
+            controller: this.controller,
+            lineName: this,
+            isAddingAnnotation: true,
+            lineID: this.props.line.id,
+        });
+    }
+}

Fusion Accounting/static/src/components/account_report/line_name/line_name.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportLineName">
+        <t t-call="{{ env.template('AccountReportLineName') }}"/>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportLineNameCustomizable">
+        <td
+            data-id="line_name"
+            class="line_name"
+            t-att-class="lineNameClasses"
+            t-on-click="() => this.toggleFoldable()"
+            t-att-colspan="props.line.colspan || 1"
+            tabindex="-1"
+            t-ref="lineNameCell"
+        >
+            <div class="wrapper">
+                <t t-if="props.line.unfoldable">
+                    <!-- Foldable -->
+                    <button data-id="btn_foldable" class="btn btn_foldable" tabindex="-1">
+                        <i t-att-class="props.line.unfolded ? 'fa fa-caret-down' : 'fa fa-caret-right'"/>
+                    </button>
+                </t>
+                <t t-else="">
+                    <!-- This keeps the same indentation for when we don't have a btn_foldable button -->
+                    <button class="btn btn_foldable_empty" tabindex="-1"/>
+                </t>
+
+                <t t-if="props.line.action_id">
+                    <!-- Actions -->
+                    <a class="clickable" t-on-click="() => this.triggerAction()" tabindex="-1">
+                        <t t-out="props.line.name"/>
+                    </a>
+                </t>
+                <t t-elif="controller.isLoadMoreLine(props.lineIndex)">
+                    <!-- Load more -->
+                    <a class="clickable" t-on-click="() => this.loadMore()" tabindex="-1">
+                        <t t-out="props.line.name"/>
+                    </a>
+                </t>
+                <t t-else="">
+                    <div data-id="content" class="content">
+                        <t t-component="env.component('AccountReportEllipsis')" t-props="{
+                            name: props.line.name?.toString(),
+                            type: 'string',
+                            maxCharacters: 80,
+                        }"/>
+
+                        <t t-if="props.line.visible_annotations?.length">
+                            <button
+                                tabindex="-1"
+                                class="btn btn_annotation"
+                                t-on-click="toggleAnnotationPopover"
+                            >
+                                <i class="fa fa-commenting"/>
+                            </button>
+                        </t>
+
+                        <t t-if="hasCaretOptions">
+                            <!-- Caret options -->
+                            <Dropdown position="'right-start'">
+                                <button class="btn btn_dropdown" tabindex="-1">
+                                    <i class="fa fa-ellipsis-v"/>
+                                </button>
+                                <t t-set-slot="content">
+                                    <div data-id="caret_options">
+                                        <t t-foreach="caretOptions" t-as="caretOption" t-key="caretOption_index">
+                                            <DropdownItem onSelected="() => this.caretAction(caretOption)">
+                                                <t t-out="caretOption.name"/>
+                                            </DropdownItem>
+                                        </t>
+
+                                        <t t-if="!props.line.visible_annotations?.length">
+                                            <div class="o-dropdown-item dropdown-item o-navigable"
+                                                 t-on-click="(ev) => this.addAnnotation(ev, props.line.id)"
+                                            >
+                                                Annotate
+                                            </div>
+                                        </t>
+                                    </div>
+                                </t>
+                            </Dropdown>
+                        </t>
+
+                        <t data-id="line_buttons" t-if="!props.line['hide_line_buttons']"/>
+                    </div>
+                </t>
+            </div>
+        </td>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_name/popover/annotations_popover.js

@@ -0,0 +1,138 @@
+// Fusion Accounting - Account Report Annotations Popover
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component, useState, useRef, onWillDestroy } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+import { DateTimeInput } from "@web/core/datetime/datetime_input";
+import { AnnotationPopoverLine } from "@fusion_accounting/components/account_report/line_name/popover_line/annotation_popover_line";
+
+const { DateTime } = luxon;
+
+export class AccountReportAnnotationsPopover extends Component {
+    static template = "fusion_accounting.AccountReportAnnotationsPopover";
+    static props = {
+        controller: Object,
+        lineName: Object,
+        lineID: String,
+        close: { type: Function, optional: true },
+        isAddingAnnotation: { type: Boolean, optional: true },
+    };
+    static components = {
+        DateTimeInput,
+        AnnotationPopoverLine,
+    };
+
+    setup() {
+        this.notificationService = useService("notification");
+
+        this.newAnnotation = useState({
+            value: this.props.isAddingAnnotation ? this._getNewAnnotation() : {},
+        });
+
+        this.annotations = useState(this.props.controller.visibleAnnotations[this.props.lineID]);
+
+        this.popoverTable = useRef("popoverTable");
+        this.currentPromise = null;
+
+        onWillDestroy(async () => {
+            if (this.currentPromise) {
+                await this.currentPromise;
+            }
+        });
+    }
+
+    get isAddingAnnotation() {
+        return Object.keys(this.newAnnotation.value).length !== 0;
+    }
+
+    async refreshAnnotations() {
+        this.currentPromise = null;
+        await this.props.controller.refreshAnnotations();
+        this.annotations = this.props.controller.visibleAnnotations[this.props.lineID];
+        if (this.isAddingAnnotation) {
+            this.cleanNewAnnotation();
+        }
+    }
+
+    _getNewAnnotation() {
+        const date =
+            this.props.controller.options.date.filter === "today"
+                ? new Date().toISOString().split("T")[0]
+                : this.props.controller.options.date.date_to;
+        return {
+            date: DateTime.fromISO(date),
+            text: "",
+            lineID: this.props.lineID,
+        };
+    }
+
+    cleanNewAnnotation() {
+        this.newAnnotation.value = {};
+    }
+
+    addAnnotation() {
+        this.newAnnotation.value = this._getNewAnnotation();
+    }
+
+    formatAnnotation(annotation) {
+        return {
+            id: annotation.id,
+            date: annotation.date ? DateTime.fromISO(annotation.date) : null,
+            text: annotation.text,
+            lineID: annotation.line_id,
+        };
+    }
+
+    async saveNewAnnotation(newAnnotation) {
+        if (newAnnotation.text) {
+            this.currentPromise = this.env.services.orm.call(
+                "account.report.annotation",
+                "create",
+                [
+                    {
+                        report_id: this.props.controller.options.report_id,
+                        line_id: newAnnotation.lineID,
+                        text: newAnnotation.text,
+                        date: newAnnotation.date ? newAnnotation.date.toFormat("yyyy-LL-dd") : null,
+                        fiscal_position_id: this.props.controller.options.fiscal_position,
+                    },
+                ],
+                {
+                    context: this.props.context,
+                }
+            );
+            // We're using a .then() here to make sure that even if the component is destroyed
+            // we'll call the function to finalize the logic.
+            this.currentPromise.then(async () => {
+                await this.refreshAnnotations();
+                if (this.popoverTable.el) {
+                    this.popoverTable.el.scrollIntoView({ behavior: "smooth", block: "end" });
+                }
+            });
+        }
+    }
+
+    async deleteAnnotation(annotationId) {
+        this.currentPromise = this.env.services.orm.call(
+            "account.report.annotation",
+            "unlink",
+            [annotationId],
+            { context: this.props.controller.context }
+        );
+        await this.currentPromise;
+        await this.refreshAnnotations();
+    }
+
+    async editAnnotation(editedAnnotation, existingAnnotation) {
+        this.currentPromise = this.env.services.orm.call(
+            "account.report.annotation",
+            "write",
+            [[existingAnnotation.id], { text: editedAnnotation.text, date: editedAnnotation.date }],
+            {
+                context: this.props.controller.context,
+            }
+        );
+        await this.currentPromise;
+        await this.refreshAnnotations();
+    }
+}

Fusion Accounting/static/src/components/account_report/line_name/popover/annotations_popover.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportAnnotationsPopover">
+        <div class="d-flex flex-column flex-start gap-2">
+            <table class="annotation_popover" t-ref="popoverTable">
+                <tr class="annotation_popover_line">
+                    <th>Date</th>
+                    <th>Annotation</th>
+                    <th/>
+                </tr>
+
+                <t t-foreach="annotations" t-as="annotation" t-key="annotation.id">
+                    <AnnotationPopoverLine
+                        annotation="this.formatAnnotation(annotation)"
+                        onDelete="(annotationId) => this.deleteAnnotation(annotationId)"
+                        onEdit="(editedAnnotation) => this.editAnnotation(editedAnnotation, annotation)"
+                    />
+                </t>
+                <AnnotationPopoverLine
+                    t-if="isAddingAnnotation"
+                    annotation="newAnnotation.value"
+                    onDelete="() => this.cleanNewAnnotation()"
+                    onEdit="(annotationToCreate) => this.saveNewAnnotation(annotationToCreate)"
+                />
+                <tr class="annotation_popover_line">
+                    <td colspan="4">
+                        <a class="oe_link" href="#" t-on-click.prevent="addAnnotation" data-hotkey="c">
+                            Add a line
+                        </a>
+                    </td>
+                </tr>
+            </table>
+        </div>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/line_name/popover_line/annotation_popover_line.js

@@ -0,0 +1,82 @@
+// Fusion Accounting - Account Report Annotation Popover Line
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component, useState, useRef, useEffect } from "@odoo/owl";
+import { useAutofocus, useService } from "@web/core/utils/hooks";
+import { _t } from "@web/core/l10n/translation";
+import { DateTimeInput } from "@web/core/datetime/datetime_input";
+
+const { DateTime } = luxon;
+
+export class AnnotationPopoverLine extends Component {
+    static template = "account_report.AnnotationPopoverLine";
+    static props = {
+        annotation: {
+            type: Object,
+            shape: {
+                date: { type: [DateTime, { value: false }, { value: null }], optional: true },
+                text: String,
+                lineID: String,
+                id: { type: Number, optional: true },
+            },
+        },
+        onEdit: Function,
+        onDelete: Function,
+    };
+    static components = {
+        DateTimeInput,
+    };
+
+    setup() {
+        this.applyAutoresizeToAll(".annotation_popover_autoresize_textarea");
+        this.annotation = useState(this.props.annotation);
+        this.notificationService = useService("notification");
+        if (this.annotation.text.length) {
+            this.textArea = useRef("annotationText");
+        } else {
+            this.textArea = useAutofocus({ refName: "annotationText" });
+        }
+    }
+
+    applyAutoresizeToAll(selector) {
+        useEffect(() => {
+            const resizeTextArea = (textarea) => {
+                textarea.style.height = `${textarea.scrollHeight}px`;
+                textarea.parentElement.style.height = `${textarea.scrollHeight}px`;
+            };
+
+            const textareas = document.querySelectorAll(selector);
+            for (const textarea of textareas) {
+                Object.assign(textarea.style, {
+                    width: "auto",
+                    paddingTop: 0,
+                    paddingBottom: 0,
+                });
+                resizeTextArea(textarea);
+                textarea.addEventListener("input", () => {
+                    resizeTextArea(textarea);
+                });
+            }
+        });
+    }
+
+    annotationEditDate(date) {
+        this.annotation.date = date;
+        this.props.onEdit(this.annotation);
+    }
+
+    annotationEditText() {
+        if (this.textArea.el.value) {
+            if (this.textArea.el.value !== this.annotation.text) {
+                this.annotation.text = this.textArea.el.value;
+                this.props.onEdit(this.annotation);
+            }
+        } else {
+            this.notificationService.add(_t("The annotation shouldn't have an empty value."));
+        }
+    }
+
+    deleteAnnotation() {
+        this.props.onDelete(this.annotation.id);
+    }
+}

Fusion Accounting/static/src/components/account_report/line_name/popover_line/annotation_popover_line.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="account_report.AnnotationPopoverLine">
+        <tr class="annotation_popover_line">
+            <td class="w-25">
+                <DateTimeInput
+                    type="'date'"
+                    value="annotation.date"
+                    onChange="(date) => this.annotationEditDate(date)"
+                />
+            </td>
+            <td>
+                <textarea
+                    class="annotation_popover_editable_cell annotation_popover_autoresize_textarea w-100"
+                    t-att-value="annotation.text"
+                    t-on-change="annotationEditText"
+                    t-ref="annotationText"
+                />
+            </td>
+            <td>
+                <button
+                    class="btn btn_annotation_delete"
+                    t-on-click="deleteAnnotation"
+                >
+                    <i class="fa fa-trash-o"/>
+                </button>
+            </td>
+        </tr>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/search_bar/search_bar.js

@@ -0,0 +1,52 @@
+// Fusion Accounting - Account Report Search Bar
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component, useRef, useState, onMounted } from "@odoo/owl";
+
+/**
+ * AccountReportSearchBar - Text search input for filtering report lines
+ * by name or content within the currently displayed report.
+ */
+export class AccountReportSearchBar extends Component {
+    static template = "fusion_accounting.AccountReportSearchBar";
+    static props = {
+        initialQuery: { type: String, optional: true },
+    };
+
+    setup() {
+        this.searchText = useRef("search_bar_input");
+        this.controller = useState(this.env.controller);
+
+        onMounted(() => {
+            if (this.props.initialQuery) {
+                this.searchText.el.value = this.props.initialQuery;
+                this.search();
+            }
+        });
+    }
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Search
+    //------------------------------------------------------------------------------------------------------------------
+    search() {
+        const inputText = this.searchText.el.value.trim();
+        const query = inputText.toLowerCase();
+        const linesIDsMatched = [];
+
+        if (query.length) {
+            for (const line of this.controller.lines) {
+                const lineName = line.name.trim().toLowerCase();
+                const match = (lineName.indexOf(query) !== -1);
+
+                if (match) {
+                    linesIDsMatched.push(line.id);
+                }
+            }
+            this.controller.lines_searched = linesIDsMatched;
+            this.controller.updateOption("filter_search_bar", inputText);
+        } else {
+            delete this.controller.lines_searched;
+            this.controller.deleteOption("filter_search_bar");
+        }        
+    }
+}

Fusion Accounting/static/src/components/account_report/search_bar/search_bar.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportSearchBar">
+        <div class="o_searchview form-control d-print-contents d-flex align-items-center py-1 w-auto" role="search" aria-autocomplete="list">
+            <i class="o_searchview_icon d-print-none oi oi-search me-2"
+                role="img"
+                aria-label="Search..."
+                title="Search..."
+            />
+            <div class="o_searchview_input_container d-flex flex-grow-1 flex-wrap gap-1">
+                <input type="text"
+                    class="o_searchview_input o_input d-print-none flex-grow-1 w-auto border-0"
+                    accesskey="Q"
+                    placeholder="Search..."
+                    role="searchbox"
+                    t-ref="search_bar_input"
+                    t-on-input="() => this.search()"
+                />
+            </div>
+        </div>
+    </t>
+</templates>

Fusion Accounting/static/src/components/account_report/warnings.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.common_warning_tax_unit">
+        This company is part of a tax unit. You're currently not viewing the whole unit.
+    </t>
+
+    <t t-name="fusion_accounting.common_warning_draft_in_period">
+        There are
+        <a type="button" t-on-click="(ev) => controller.reportAction(ev, 'open_unposted_moves', {})">unposted Journal Entries</a>
+        prior or included in this period.
+    </t>
+
+    <t t-name="fusion_accounting.common_possibly_unbalanced_because_cta">
+        This report uses the CTA conversion method to consolidate multiple companies using different currencies,
+        which can lead the report to be unbalanced.
+    </t>
+</templates>

Fusion Accounting/static/src/components/aged_partner_balance/aged_partner_balance.scss

@@ -0,0 +1,4 @@
+.account_report.aged_partner_balance {
+    .partner_trust { line-height: 20px }
+    td[data-expression_label='currency'] > .wrapper { justify-content: center }
+}

Fusion Accounting/static/src/components/aged_partner_balance/filter_aging.xml

@@ -0,0 +1,53 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AccountReportAgingBasedOn">
+        <Dropdown>
+            <button class="btn btn-secondary">
+                <i class="fa fa-file me-1"/>Based on
+                <t t-if="controller.options.aging_based_on === 'base_on_invoice_date'">
+                    Invoice Date
+                </t>
+                <t t-else="">
+                    Due Date
+                </t>
+            </button>
+            <t t-set-slot="content">
+                <DropdownItem
+                    class="{ 'selected': controller.options.aging_based_on === 'base_on_maturity_date' }"
+                    onSelected="() => this.filterClicked({ optionKey: 'aging_based_on', optionValue: 'base_on_maturity_date', reload: true})"
+                >
+                    Due Date
+                </DropdownItem>
+
+                <DropdownItem
+                    class="{ 'selected': controller.options.aging_based_on === 'base_on_invoice_date' }"
+                    onSelected="() => this.filterClicked({ optionKey: 'aging_based_on', optionValue: 'base_on_invoice_date', reload: true})"
+                >
+                    Invoice Date
+                </DropdownItem>
+            </t>
+        </Dropdown>
+    </t>
+
+    <t t-name="fusion_accounting.AccountReportAgingInterval">
+        <Dropdown
+            menuClass="'account_report_filter intervals'"
+        >
+            <button class="btn btn-secondary">
+                <i class="fa fa-calendar-o me-1"/>
+                <t t-out="controller.options.aging_interval"/> Days
+            </button>
+            <t t-set-slot="content">
+                <div class="dropdown-item interval">
+                    <input
+                        min="1"
+                        type="number"
+                        t-att-value="controller.options.aging_interval"
+                        t-on-change="(ev) => this.setAgingInterval(ev)"
+                    />
+                    <span class="mx-2">Days</span>
+                </div>
+            </t>
+        </Dropdown>
+    </t>
+</templates>

Fusion Accounting/static/src/components/aged_partner_balance/filter_extra_options.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AgedPartnerBalanceFilterExtraOptions" t-inherit="fusion_accounting.AccountReportFilterExtraOptions">
+        <xpath expr="//DropdownItem[contains(@class, 'filter_show_all_hook')]" position="after">
+            <DropdownItem
+                t-if="controller.options.multi_currency"
+                class="{ 'selected': controller.options.show_currency }"
+                onSelected="() => this.filterClicked({ optionKey: 'show_currency', reload: true})"
+                closingMode="'none'"
+            >
+                Show Currency
+            </DropdownItem>
+            <DropdownItem
+                class="{ 'selected': controller.options.show_account }"
+                onSelected="() => this.filterClicked({ optionKey: 'show_account', reload: true})"
+                closingMode="'none'"
+            >
+                Show Account
+            </DropdownItem>
+        </xpath>
+    </t>
+</templates>

Fusion Accounting/static/src/components/aged_partner_balance/filters.js

@@ -0,0 +1,34 @@
+// Fusion Accounting - Aged Partner Balance Filters
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { _t } from "@web/core/l10n/translation";
+import { WarningDialog } from "@web/core/errors/error_dialogs";
+import { AccountReport } from "@fusion_accounting/components/account_report/account_report";
+import { AccountReportFilters } from "@fusion_accounting/components/account_report/filters/filters";
+
+/**
+ * AgedPartnerBalanceFilters - Extended filter panel for the aged partner
+ * balance report, adding aging interval configuration controls.
+ */
+export class AgedPartnerBalanceFilters extends AccountReportFilters {
+    static template = "fusion_accounting.AgedPartnerBalanceFilters";
+
+    //------------------------------------------------------------------------------------------------------------------
+    // Aging Interval
+    //------------------------------------------------------------------------------------------------------------------
+    async setAgingInterval(ev) {
+        const agingInterval = parseInt(ev.target.value);
+        if (agingInterval < 1) {
+            this.dialog.add(WarningDialog, {
+                title: _t("Odoo Warning"),
+                message: _t("Intervals cannot be smaller than 1"),
+            });
+            return;
+        }
+
+        await this.filterClicked({ optionKey:"aging_interval", optionValue: agingInterval, reload: true });
+    }
+
+}
+
+AccountReport.registerCustomComponent(AgedPartnerBalanceFilters);

Fusion Accounting/static/src/components/aged_partner_balance/filters.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AgedPartnerBalanceFilters" t-inherit="fusion_accounting.AccountReportFiltersCustomizable">
+        <xpath expr="//div[@id='filter_extra_options']" position="before">
+            <t t-if="'aging_based_on' in controller.options">
+                <div>
+                    <t t-call="fusion_accounting.AccountReportAgingBasedOn"/>
+                </div>
+            </t>
+            <t>
+                <div id="filter_aging_interval">
+                    <t t-call="fusion_accounting.AccountReportAgingInterval"/>
+                </div>
+            </t>
+        </xpath>
+
+        <xpath expr="//div[@id='filter_extra_options']" position="replace">
+            <t t-call="fusion_accounting.AgedPartnerBalanceFilterExtraOptions"/>
+        </xpath>
+    </t>
+</templates>

Fusion Accounting/static/src/components/aged_partner_balance/line_name/line_name.xml

@@ -0,0 +1,38 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+    <t t-name="fusion_accounting.AgedPartnerBalanceLineName" t-inherit="fusion_accounting.AccountReportLineNameCustomizable">
+        <xpath expr="//td[@data-id='line_name']" position="attributes">
+            <t t-if="props.line.unfoldable">
+                <attribute name="class" add="more" separator=" "/>
+            </t>
+        </xpath>
+
+        <xpath expr="//t[@data-id='line_buttons']" position="inside">
+            <t t-if="props.line.unfoldable">
+                <button
+                    class="btn btn_action"
+                    t-on-click="(ev) => controller.reportAction(ev, 'caret_option_open_record_form', { line_id: props.line.id })"
+                >
+                    Partner
+                </button>
+
+                <button
+                    class="btn btn_action"
+                    t-on-click="(ev) => controller.reportAction(ev, 'open_partner_ledger', { line_id: props.line.id })"
+                >
+                    Ledger
+                </button>
+            </t>
+        </xpath>
+
+        <xpath expr="//button[@data-id='btn_foldable']" position="after">
+            <t t-if="props.line.trust === 'good'">
+                <i class="fa fa-circle text-success partner_trust" title="Partner is good"/>
+            </t>
+            <t t-elif="props.line.trust === 'bad'">
+                <i class="fa fa-circle text-danger partner_trust" title="Partner is bad"/>
+            </t>
+        </xpath>
+
+    </t>
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/amls_list_view.js

@@ -0,0 +1,55 @@
+// Fusion Accounting - Bank Reconciliation AML List View
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { registry } from "@web/core/registry";
+import { EmbeddedListView } from "./embedded_list_view";
+import { ListRenderer } from "@web/views/list/list_renderer";
+import { useState, onWillUnmount } from "@odoo/owl";
+
+/**
+ * BankRecAmlsRenderer - Custom list renderer for displaying account
+ * move lines (AMLs) within the bank reconciliation matching panel.
+ * Preserves search state across re-renders and handles line selection.
+ */
+export class BankRecAmlsRenderer extends ListRenderer {
+    setup() {
+        super.setup();
+        this.globalState = useState(this.env.methods.getState());
+
+        onWillUnmount(this.saveSearchState);
+    }
+
+    /** @override **/
+    getRowClass(record) {
+        const classes = super.getRowClass(record);
+        const amlId = this.globalState.bankRecRecordData.selected_aml_ids.currentIds.find((x) => x === record.resId);
+        if (amlId){
+            return `${classes} o_rec_widget_list_selected_item table-info`;
+        }
+        return classes;
+    }
+
+    /** @override **/
+    async onCellClicked(record, column, ev) {
+        const amlId = this.globalState.bankRecRecordData.selected_aml_ids.currentIds.find((x) => x === record.resId);
+        if (amlId) {
+            this.env.config.actionRemoveNewAml(record.resId);
+        } else {
+            this.env.config.actionAddNewAml(record.resId);
+        }
+    }
+
+    /** Backup the search facets in order to restore them when the user comes back on this view. **/
+    saveSearchState() {
+        const initParams = this.globalState.bankRecEmbeddedViewsData.amls;
+        const searchModel = this.env.searchModel;
+        initParams.exportState = {searchModel: JSON.stringify(searchModel.exportState())};
+    }
+}
+
+export const BankRecAmls = {
+    ...EmbeddedListView,
+    Renderer: BankRecAmlsRenderer,
+};
+
+registry.category("views").add("bank_rec_amls_list_view", BankRecAmls);

Fusion Accounting/static/src/components/bank_reconciliation/bank_rec_form.xml

@@ -0,0 +1,755 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+
+    <!-- Buttons -->
+    <t t-name="fusion_accounting.BankRecRecordFormButtonsHeaderLeft">
+        <div class="o_statusbar_buttons o_bank_rec_stats_buttons_aside_left py-1 ps-1">
+            <t t-set="areAllLinesValid" t-value="this.checkBankRecLinesInvalidFields(data)"/>
+            <button accesskey="v"
+                    class="btn btn-primary"
+                    t-if="data.state === 'valid' and areAllLinesValid"
+                    t-on-click="(ev) => this.actionValidate()">
+                <span>Validate</span>
+            </button>
+            <button class="btn btn-secondary text-muted"
+                    t-if="data.state === 'invalid' or (data.state === 'valid' and !areAllLinesValid)">
+                <span>Validate</span>
+            </button>
+            <button accesskey="r"
+                    class="btn btn-secondary"
+                    t-if="data.state === 'reconciled'"
+                    t-on-click="(ev) => this.actionReset()">
+                <span>Reset</span>
+            </button>
+            <button accesskey="e"
+                    class="btn btn-secondary"
+                    t-if="data.st_line_checked and areAllLinesValid"
+                    t-on-click="(ev) => this.actionToCheck()">
+                <span>To Check</span>
+            </button>
+            <button class="btn btn-secondary text-muted"
+                    t-if="data.st_line_checked and !areAllLinesValid">
+                <span>To Check</span>
+            </button>
+            <button accesskey="e"
+                    class="btn btn-secondary"
+                    t-if="!data.st_line_checked"
+                    t-on-click="(ev) => this.actionSetAsChecked()">
+                <span>Set as Checked</span>
+            </button>
+        </div>
+    </t>
+
+    <!-- Reconciliation models -->
+    <t t-name="fusion_accounting.BankRecRecordFormButtonsHeaderRight">
+        <div t-if="hasGroupReadOnly" class="o_statusbar_buttons o_bank_rec_stats_buttons_aside_right">
+            <div class="available_reco_model_ids">
+
+                <!-- Displayed reco models -->
+                <t t-set="nb_rendered_buttons" t-value="0"/>
+
+                <div class="o_bank_rec_reco_models_widget_div">
+                    <t t-foreach="data.available_reco_model_ids.records"
+                       t-as="reco_model"
+                       t-key="reco_model.data.id">
+                        <t t-set="is_selected"
+                           t-value="reco_model.data.id === data.selected_reco_model_id[0]"/>
+
+                        <t t-if="reco_model_index lt 5 or is_selected">
+                            <button
+                                t-att-accesskey="'SHIFT+'+(reco_model_index + 1)"
+                                t-on-click="() => this.actionSelectRecoModel(reco_model)"
+                                class="btn recon_model_button me-1 my-1"
+                                t-att-class="{'btn-secondary': !is_selected, 'btn-primary': is_selected}"
+                                t-out="reco_model.data.display_name"/>
+
+                            <t t-set="nb_rendered_buttons" t-value="nb_rendered_buttons + 1"/>
+                        </t>
+                    </t>
+
+                    <!-- Dropdown if more reco models -->
+                    <div t-if="data.available_reco_model_ids.records.length gt nb_rendered_buttons" class="bank_rec_reco_model_dropdown my-1">
+                        <Dropdown>
+                            <button class="btn btn-light">
+                                More
+                            </button>
+                            <t t-set-slot="content">
+                                <t t-foreach="data.available_reco_model_ids.records" t-as="reco_model" t-key="reco_model.data.id">
+                                    <t t-set="is_selected" t-value="reco_model.data.id === data.selected_reco_model_id.id"/>
+                                    <DropdownItem t-if="reco_model_index gte 5 and !is_selected"
+                                                  onSelected="() => this.actionSelectRecoModel(reco_model)">
+                                        <t t-out="reco_model.data.display_name"/>
+                                    </DropdownItem>
+                                </t>
+                            </t>
+                        </Dropdown>
+                    </div>
+                </div>
+
+                <!-- Creation of reco models -->
+                <div class="bank_rec_reco_model_dropdown">
+                    <Dropdown position="'bottom-end'">
+                        <button class="btn btn-light">
+                            <i class="fa fa-cog"/>
+                        </button>
+                        <t t-set-slot="content">
+                            <DropdownItem onSelected="() => this.actionCreateRecoModel()">
+                                Create model
+                            </DropdownItem>
+                            <DropdownItem onSelected="() => this.actionViewRecoModels()">
+                                View models
+                            </DropdownItem>
+                        </t>
+                    </Dropdown>
+                </div>
+
+            </div>
+        </div>
+    </t>
+
+    <!-- line_ids field -->
+    <t t-name="fusion_accounting.BankRecRecordFormLineIds">
+        <div name="line_ids" class="w-100">
+            <div class="o_list_renderer table-responsive">
+                <table class="o_list_table table table-sm position-relative mb-0 o_list_table_ungrouped table-striped o_bank_rec_lines_widget_table">
+                    <thead>
+                        <tr>
+                            <t t-foreach="line_ids_columns" t-as="column" t-key="column[0]">
+                                <t t-if="['amount_currency', 'debit', 'credit', 'balance'].includes(column[0])">
+                                    <th class="o_list_number_th text-end" t-esc="column[1]"/>
+                                </t>
+                                <t t-elif="column[0] === '__trash'">
+                                    <th class="o_list_actions_header"/>
+                                </t>
+                                <t t-else="">
+                                    <th t-out="column[1]"/>
+                                </t>
+                            </t>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <t t-foreach="data.line_ids.records" t-as="line" t-key="line_index">
+                            <t t-set="invalidFields" t-value="this.getBankRecLineInvalidFields(line)"/>
+
+                            <tr class="o_data_row o_selected_row o_list_no_open o_bank_rec_expanded_line"
+                                t-att-class="{
+                                    'o_bank_rec_liquidity_line': line.data.flag === 'liquidity',
+                                    'o_bank_rec_auto_balance_line': line.data.flag === 'auto_balance',
+                                    'o_bank_rec_selected_line': line.data.index === data.form_index and this.state.bankRecNotebookPage === 'manual_operations_tab',
+                                    'table-info': line.data.index === data.form_index and this.state.bankRecNotebookPage === 'manual_operations_tab',
+                                }"
+                                t-on-click="(ev) => this.handleLineClicked(ev, line)">
+
+                                <t t-foreach="line_ids_columns" t-as="column" t-key="column[0]">
+                                    <t t-if="column[0] === 'account'">
+                                        <td class="o_data_cell o_field_cell o_list_many2one"
+                                            t-att-class="{'o_invalid_cell': invalidFields.includes('account_id')}"
+                                            field="account_id"
+                                            t-att-title="line.data.account_id[1]"
+                                            t-out="line.data.account_id[1]"/>
+                                    </t>
+                                    <t t-if="column[0] === 'partner'">
+                                        <t t-if="line.data.flag === 'liquidity' and !line.data.partner_id">
+                                            <td class="o_data_cell o_field_cell o_list_many2one text-muted"
+                                                field="partner_id"
+                                                t-att-title="data.partner_name or ''"
+                                                t-out="data.partner_name or ''"/>
+                                        </t>
+                                        <t t-else="">
+                                            <td class="o_data_cell o_field_cell o_list_many2one"
+                                                field="partner_id"
+                                                t-att-title="line.data.partner_id[1]"
+                                                t-out="line.data.partner_id[1]"/>
+                                        </t>
+                                    </t>
+                                    <t t-if="column[0] === 'date'">
+                                        <t t-if="['manual', 'early_payment', 'auto_balance', 'tax_line'].includes(line.data.flag)">
+                                            <td class="o_data_cell o_field_cell" field="date">
+                                                <span field="date" class="badge text-bg-secondary">New</span>
+                                            </td>
+                                        </t>
+                                        <t t-else="">
+                                            <td class="o_data_cell o_field_cell"
+                                                t-att-class="{'o_invalid_cell': invalidFields.includes('date')}"
+                                                field="date"
+                                                t-out="formatDateField(line.data.date)"/>
+                                        </t>
+                                    </t>
+                                    <t t-if="column[0] === 'analytic_distribution'">
+                                        <td class="o_data_cell o_field_cell o_field_widget o_field_analytic_distribution" field="analytic_distribution">
+                                            <div class="o_field_tags d-inline-flex flex-wrap mw-100">
+                                                <AnalyticDistribution
+                                                    name="'analytic_distribution'"
+                                                    record="line"
+                                                    readonly="true"
+                                                    t-key="getKey(line.data)"
+                                                />
+                                            </div>
+                                        </td>
+                                    </t>
+                                    <t t-if="column[0] === 'taxes'" name="col_taxes">
+                                        <td class="o_data_cell o_field_cell o_field_widget o_field_many2many_tags"
+                                            field="tax_ids">
+                                            <div class="o_field_tags d-inline-flex flex-wrap mw-100">
+                                                <TagsList tags="line.data.tax_ids.records.map((tax) => ({text: tax.data.display_name, id: tax.resId}))"/>
+                                            </div>
+                                        </td>
+                                    </t>
+                                    <t t-if="column[0] === 'amount_currency'">
+                                        <t t-if="line.data.flag === 'exchange_diff'">
+                                            <td/>
+                                        </t>
+                                        <t t-else="">
+                                            <td class="o_data_cell o_field_cell o_list_number"
+                                                field="amount_currency"
+                                                style="justify-content: right;"
+                                                t-out="isMonetaryZero(line.data.amount_currency, line.data.currency_id[0]) ? '' : formatMonetaryField(line.data.amount_currency, line.data.currency_id[0])"/>
+                                        </t>
+                                    </t>
+                                    <t t-if="column[0] === 'currency'">
+                                        <t t-if="line.data.flag === 'exchange_diff'">
+                                            <td/>
+                                        </t>
+                                        <t t-else="">
+                                            <td class="o_data_cell o_field_cell o_list_many2one"
+                                                field="currency_id"
+                                                t-att-title="line.data.currency_id[1]"
+                                                t-out="line.data.currency_id[1]"/>
+                                        </t>
+                                    </t>
+                                    <t t-if="column[0] === 'debit'">
+                                        <td class="o_data_cell o_field_cell o_list_number"
+                                            field="debit"
+                                            t-out="isMonetaryZero(line.data.debit, line.data.company_currency_id[0]) ? '' : formatMonetaryField(line.data.debit, line.data.company_currency_id[0])"/>
+                                    </t>
+                                    <t t-if="column[0] === 'credit'">
+                                        <td class="o_data_cell o_field_cell o_list_number"
+                                            field="credit"
+                                            t-out="isMonetaryZero(line.data.credit, line.data.company_currency_id[0]) ? '' : formatMonetaryField(line.data.credit, line.data.company_currency_id[0])"/>
+                                    </t>
+                                    <t t-if="column[0] === 'balance'">
+                                        <td class="o_data_cell o_field_cell o_list_number"
+                                            field="balance"
+                                            t-out="isMonetaryZero(line.data.balance, line.data.company_currency_id[0]) ? '' : formatMonetaryField(line.data.balance, line.data.company_currency_id[0])"/>
+                                    </t>
+                                    <t t-if="column[0] === '__trash'">
+                                        <td class="o_list_record_remove">
+                                            <button t-if="['valid', 'invalid'].includes(data.state) and !['liquidity', 'auto_balance', 'tax_line'].includes(line.data.flag)"
+                                                    t-on-click.prevent.stop="(ev) => this.actionRemoveLine(line)"
+                                                    class="btn fa fa-trash-o"/>
+                                        </td>
+                                    </t>
+                                </t>
+                            </tr>
+                            <!-- Ensure the same color band will be applied -->
+                            <tr/>
+                            <tr class="o_data_row o_selected_row o_list_no_open o_bank_rec_second_line"
+                                t-att-class="{
+                                    'o_bank_rec_liquidity_line': line.data.flag === 'liquidity',
+                                    'o_bank_rec_auto_balance_line': line.data.flag === 'auto_balance',
+                                    'o_bank_rec_selected_line': line.data.index === data.form_index and this.state.bankRecNotebookPage === 'manual_operations_tab',
+                                    'table-info': line.data.index === data.form_index and this.state.bankRecNotebookPage === 'manual_operations_tab',
+                                }"
+                                t-on-click="(ev) => this.handleLineClicked(ev, line)">
+                                <td t-att-colspan="line_ids_columns.length - (display_currency_columns ? 5 : 3) + (hasGroupReadOnly ? 0 : 1)"
+                                    class="o_data_cell o_field_cell o_list_char text-wrap fw-normal"
+                                    field="name">
+                                    <t t-if="line.data.source_aml_move_id[0] and (['new_aml', 'aml'].includes(line.data.flag) or (line.data.flag == 'liquidity' and data.state == 'reconciled' and hasGroupReadOnly))">
+                                        <span class="o_form_uri fst-italic"
+                                              t-out="line.data.source_aml_move_id[1]"
+                                              t-on-click="() => this.actionRedirectToSourceMove(line)"/>
+                                        <span class="me-1 fst-italic" t-if="line.data.name">:</span>
+                                    </t>
+                                    <span t-if="line.data.bank_account"
+                                          class="text-muted fst-italic me-1"
+                                          t-out="line.data.bank_account"/>
+                                    <span class="text-muted fst-italic"
+                                          t-out="line.data.name"/>
+                                </td>
+                                <td t-if="display_currency_columns"
+                                    class="o_data_cell o_field_cell o_list_number"
+                                    field="amount_currency">
+                                    <span t-if="line.data.display_stroked_amount_currency"
+                                          class="text-muted text-decoration-line-through"
+                                          field="amount_currency"
+                                          t-out="formatMonetaryField(line.data.source_amount_currency, line.data.currency_id[0])"/>
+                                </td>
+                                <td t-if="display_currency_columns" field="currency_id"/>
+                                <td t-if="hasGroupReadOnly"
+                                    class="o_data_cell o_field_cell o_list_number text-end"
+                                    field="debit">
+                                    <span t-if="line.data.display_stroked_balance and !isMonetaryZero(line.data.debit, line.data.company_currency_id[0])"
+                                          class="text-muted text-decoration-line-through"
+                                          field="debit"
+                                          t-out="formatMonetaryField(line.data.source_debit, line.data.company_currency_id[0])"/>
+                                </td>
+                                <td t-if="hasGroupReadOnly"
+                                    class="o_data_cell o_field_cell o_list_number text-end"
+                                    field="credit">
+                                    <span t-if="line.data.display_stroked_balance and !isMonetaryZero(line.data.credit, line.data.company_currency_id[0])"
+                                          class="text-muted text-decoration-line-through"
+                                          field="credit"
+                                          t-out="formatMonetaryField(line.data.source_credit, line.data.company_currency_id[0])"/>
+                                </td>
+                                <td t-if="!hasGroupReadOnly"
+                                    class="o_data_cell o_field_cell o_list_number text-end"
+                                    field="balance">
+                                    <span t-if="line.data.display_stroked_balance and (!isMonetaryZero(line.data.debit, line.data.company_currency_id[0]) or !isMonetaryZero(line.data.credit, line.data.company_currency_id[0]))"
+                                          class="text-muted text-decoration-line-through"
+                                          field="balance"
+                                          t-out="formatMonetaryField(line.data.source_debit or line.data.source_credit, line.data.company_currency_id[0])"/>
+                                </td>
+                                <td class="empty_trash_cell"/>
+                            </tr>
+                        </t>
+
+                        <t t-set="nb_extra_lines" t-value="5 - data.line_ids.records.length"/>
+                        <tr t-foreach="[...Array(Math.max(nb_extra_lines, 0)).keys()]" t-as="i" t-key="i">
+                            <td t-att-colspan="line_ids_columns.length">&#8205;</td>
+                        </tr>
+
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </t>
+
+    <!-- Notebook - amls_tab -->
+    <t t-name="fusion_accounting.BankRecRecordNotebookAmls">
+        <div class="bank_rec_widget_form_amls_list_anchor" t-if="this.state.bankRecEmbeddedViewsData">
+            <BankRecViewEmbedder viewProps="this.notebookAmlsListViewProps()" t-key="data.st_line_id[0]"/>
+        </div>
+    </t>
+
+    <!-- Notebook - manual_operations_tab -->
+    <t t-name="fusion_accounting.BankRecRecordNotebookManualOperations">
+        <t t-set="line" t-value="this.getBankRecRecordLineInEdit()"/>
+        <t t-set="data" t-value="this.state.bankRecRecordData"/>
+        <div t-if="line" class="bank_rec_widget_manual_operations_anchor">
+            <t t-set="invalidFields" t-value="this.getBankRecLineInvalidFields(line)"/>
+            <t t-set="hasForcedNegativeValue"
+               t-value="['new_aml', 'exchange_diff'].includes(line.data.flag) and (line.data.source_balance lt 0.0 || line.data.source_amount_currency lt 0.0)"/>
+            <t t-set="reconciled"
+               t-value="data.state === 'reconciled'"/>
+
+            <div class="o_group row align-items-start">
+                <div class=" o_inner_group grid col-lg-6">
+                    <!-- partner_id -->
+                    <t t-set="readonly"
+                       t-value="reconciled || ['tax_line', 'new_aml', 'exchange_diff'].includes(line.data.flag)"/>
+                    <div name="partner_id"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': readonly}">Partner</label>
+                        </div>
+                        <div class="o_field_widget o_field_many2one">
+                            <Many2OneField
+                                name="'partner_id'"
+                                record="line"
+                                readonly="readonly"
+                                canQuickCreate="false"
+                                domain="[['company_id', 'in', [false, data.company_id[0]]], '|', ['parent_id', '=', false], ['is_company', '=', true]]"
+                            />
+                        </div>
+                    </div>
+
+                    <!-- partner extra values -->
+                    <div t-if="['auto_balance', 'manual'].includes(line.data.flag)
+                                and line.data.partner_receivable_account_id
+                                and line.data.partner_payable_account_id"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell flex-grow-1 flex-sm-grow-0 o_wrap_label w-100 text-break text-900"/>
+                        <div class="o_cell flex-grow-1 flex-sm-grow-0" style="width: 100%;">
+                            <div class="d-flex" style="align-items: center; font-size: 0.9rem">
+                                <button class="btn btn-link"
+                                        style="white-space: nowrap"
+                                        t-on-click="() => this.actionSetPartnerReceivableAccount()">Receivable:</button>
+                                <div class="o_field_widget o_readonly_modifier o_field_monetary ml4 mb0">
+                                    <span t-out="formatMonetaryField(line.data.partner_receivable_amount, line.data.partner_currency_id[0])"/>
+                                </div>
+                                <span class="ml4 mr4">-</span>
+                                <button class="btn btn-link"
+                                        style="white-space: nowrap"
+                                        t-on-click="() => this.actionSetPartnerPayableAccount()">Payable:</button>
+                                <div class="o_field_widget o_readonly_modifier o_field_monetary ml4 mb0">
+                                    <span t-out="formatMonetaryField(line.data.partner_payable_amount, line.data.partner_currency_id[0])"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- bank_account -->
+                    <div name="bank_account"
+                         t-if="line.data.flag === 'liquidity' and line.data.bank_account"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label o_form_label_readonly">Bank Account</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_many2one">
+                                <t t-out="line.data.bank_account"/>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- account_id -->
+                    <t t-set="readonly"
+                       t-value="reconciled || ['liquidity', 'new_aml', 'exchange_diff'].includes(line.data.flag)"/>
+                    <div name="account_id"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_field_invalid': invalidFields.includes('account_id'), 'o_form_label_readonly': readonly}">Account</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_many2one"
+                                 t-att-class="{'o_field_invalid': invalidFields.includes('account_id')}">
+                                <Many2OneField
+                                    name="'account_id'"
+                                    record="line"
+                                    readonly="readonly"
+                                    canOpen="false"
+                                    canQuickCreate="false"
+                                />
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- tax_ids -->
+                    <div name="tax_ids"
+                         t-if="['manual', 'auto_balance'].includes(line.data.flag)"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': reconciled}">Taxes</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_many2many_tags">
+                                <Many2ManyTagsField
+                                    name="'tax_ids'"
+                                    record="line"
+                                    readonly="reconciled"
+                                    canCreate="false"
+                                    canQuickCreate="false"
+                                    canCreateEdit="false"
+                                    context="{'append_type_to_tax_name': true}"
+                                />
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- analytic_distribution -->
+                    <div name="analytic_distribution"
+                         t-if="hasGroupAnalyticAccounting"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': reconciled}">Analytic</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_analytic_distribution">
+                                <!-- t-key is needed to force component rerender and avoid synchronization issue on record change -->
+                                <AnalyticDistribution
+                                    name="'analytic_distribution'"
+                                    record="line"
+                                    readonly="reconciled"
+                                    account_field="'account_id'"
+                                    business_domain="'general'"
+                                    allow_save="true"
+                                    t-key="line.data.index"
+                                />
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- date -->
+                    <div name="date"
+                         t-if="line.data.flag === 'liquidity'"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_field_invalid': invalidFields.includes('date'), 'o_form_label_readonly': reconciled}">Date</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_date"
+                                 t-att-class="{'o_field_invalid': invalidFields.includes('date')}">
+                                <DateTimeField
+                                    name="'date'"
+                                    record="line"
+                                    readonly="reconciled"
+                                />
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- notes/narration -->
+                    <div name="narration"
+                         t-if="line.data.flag === 'liquidity' and (!reconciled || (reconciled and line.data.narration))"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': reconciled}">Notes</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_char">
+                                <HtmlField
+                                    name="'narration'"
+                                    record="line"
+                                    readonly="reconciled"
+                                    wysiwygOptions="{}"
+                                />
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="o_inner_group grid col-lg-6">
+                    <t t-set="readonly"
+                       t-value="reconciled || line.data.flag === 'exchange_diff'"/>
+                    <!-- name -->
+                    <div name="name"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': readonly}">Label</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_char">
+                                <CharField
+                                    name="'name'"
+                                    record="line"
+                                    readonly="readonly"
+                                />
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- reference -->
+                    <div name="reference"
+                         t-if="line.data.flag === 'liquidity' and (!reconciled || (reconciled and line.data.ref))"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': readonly}">Reference</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="o_field_widget o_field_char">
+                                <CharField
+                                    name="'ref'"
+                                    record="line"
+                                    readonly="readonly"
+                                />
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- amount_currency (in journal currency) -->
+                    <t t-set="amountFieldReadonly"
+                       t-value="reconciled"/>
+                    <t t-set="currencyFieldReadonly"
+                       t-value="reconciled || ['liquidity', 'tax_line', 'new_aml'].includes(line.data.flag)"/>
+                    <div name="amount_currency"
+                         t-if="line.data.flag !== 'exchange_diff'"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': amountFieldReadonly}">Amount</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="d-flex">
+                                <!-- amount -->
+                                <div class="o_field_widget o_field_monetary">
+                                    <BankRecMonetaryField
+                                        name="'amount_currency'"
+                                        record="line"
+                                        readonly="amountFieldReadonly"
+                                        hasForcedNegativeValue="hasForcedNegativeValue"
+                                    />
+                                </div>
+                                <!-- in -->
+                                <span t-if="!currencyFieldReadonly" class="ml4 mr4">in</span>
+                                <!-- currency -->
+                                <div class="o_field_widget o_field_many2one">
+                                    <Many2OneField
+                                        t-if="!currencyFieldReadonly"
+                                        name="'currency_id'"
+                                        record="line"
+                                        readonly="currencyFieldReadonly"
+                                        canOpen="false"
+                                        canQuickCreate="false"
+                                        canCreateEdit="false"
+                                    />
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- amount_transaction_currency (in transaction currency) -->
+                    <t t-set="currencyFieldReadonly"
+                       t-value="reconciled || ['tax_line', 'new_aml'].includes(line.data.flag)"/>
+                    <div name="amount_transaction_currency"
+                         t-if="data.is_multi_currency and line.data.flag === 'liquidity' and (!reconciled || reconciled and line.data.transaction_currency_id[0])"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': amountFieldReadonly}">Amount (Foreign Currency)</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="d-flex">
+                                <!-- amount -->
+                                <div class="o_field_widget o_field_monetary">
+                                    <BankRecMonetaryField
+                                        t-if="line.data.transaction_currency_id"
+                                        name="'amount_transaction_currency'"
+                                        record="line"
+                                        readonly="amountFieldReadonly"
+                                        hasForcedNegativeValue="hasForcedNegativeValue"
+                                    />
+                                </div>
+                                <!-- in -->
+                                <span class="ml4 mr4">in</span>
+                                <!-- currency -->
+                                <div class="o_field_widget o_field_many2one">
+                                    <Many2OneField
+                                        name="'transaction_currency_id'"
+                                        record="line"
+                                        readonly="currencyFieldReadonly"
+                                        canOpen="false"
+                                        canQuickCreate="false"
+                                        canCreateEdit="false"
+                                        domain="[['id', '!=', line.data.currency_id[0]]]"
+                                    />
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- balance (in company currency) -->
+                    <t t-set="amountFieldReadonly"
+                       t-value="reconciled || (line.data.flag == 'liquidity' and line.data.company_currency_id[0] !== line.data.currency_id[0])"/>
+                    <div name="balance"
+                         t-if="line.data.company_currency_id[0] !== line.data.currency_id[0] and line.data.company_currency_id[0] !== line.data.transaction_currency_id[0]"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900">
+                            <label class="o_form_label"
+                                   t-att-class="{'o_form_label_readonly': amountFieldReadonly}">Amount (Company Currency)</label>
+                        </div>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div class="d-flex">
+                                <!-- amount -->
+                                <div class="o_field_widget o_field_monetary mr4">
+                                    <BankRecMonetaryField
+                                        name="'balance'"
+                                        record="line"
+                                        readonly="amountFieldReadonly"
+                                        hasForcedNegativeValue="hasForcedNegativeValue"
+                                    />
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- suggestion -->
+                    <div name="suggestion"
+                         t-if="line.data.suggestion_html"
+                         class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                        <div class="o_cell o_wrap_label flex-grow-1 flex-sm-grow-0 w-100 text-break text-900"/>
+                        <div class="o_cell o_wrap_input flex-grow-1 flex-sm-grow-0"
+                             style="width: 100%; margin-bottom: 5px">
+                            <div t-on-click="handleSuggestionHtmlClicked">
+                                <t t-out="line.data.suggestion_html"/>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </t>
+
+    <!-- Notebook - discuss -->
+    <t t-name="fusion_accounting.BankRecRecordNotebookChatter">
+        <div class="bank_rec_widget_form_discuss_anchor">
+            <Chatter threadModel="'account.move'" threadId="data.move_id[0]"/>
+        </div>
+    </t>
+
+    <!-- Notebook - transaction_details_tab -->
+    <t t-name="fusion_accounting.BankRecRecordNotebookTransactionDetails">
+        <div class="bank_rec_widget_form_transaction_details_anchor o_group row align-items-start">
+            <div class="o_wrap_field d-flex d-sm-contents flex-column mb-3 mb-sm-0">
+                <span t-out="data.st_line_transaction_details"/>
+            </div>
+        </div>
+    </t>
+
+    <!-- Main template -->
+    <t t-name="fusion_accounting.BankRecRecordForm">
+        <div class="o_xxl_form_view h-100 o_view_controller o_form_view">
+            <t t-set="record" t-value="this.bankRecModel.root"/>
+            <t t-set="data" t-value="state.bankRecRecordData"/>
+            <div class="o_form_view_container" t-ref="formContainer">
+                <div class="o_content">
+                    <div class="o_form_nosheet o_form_editable d-block">
+                        <!-- Header -->
+                        <div class="o_bank_rec_stats_buttons">
+                            <t t-call="fusion_accounting.BankRecRecordFormButtonsHeaderLeft"/>
+                            <t t-call="fusion_accounting.BankRecRecordFormButtonsHeaderRight"/>
+                        </div>
+
+                        <!-- line_ids -->
+                        <t t-call="fusion_accounting.BankRecRecordFormLineIds">
+                            <t t-set="line_ids_columns" t-value="this.getOne2ManyColumns()"/>
+                            <t t-set="display_currency_columns" t-value="!!line_ids_columns.find((c) => c[0] == 'currency')"/>
+                        </t>
+
+                        <!-- Notebook -->
+                        <Notebook t-key="state.bankRecStLineId" defaultPage="state.bankRecNotebookPage || ''" onPageUpdate.bind="onPageUpdate" >
+                            <t t-set-slot="amls_tab"
+                               name="'amls_tab'"
+                               title.translate="Match Existing Entries"
+                               isVisible="['valid', 'invalid'].includes(data.state)">
+                                <t t-call="fusion_accounting.BankRecRecordNotebookAmls"/>
+                            </t>
+                            <t t-set-slot="manual_operations_tab"
+                               name="'manual_operations_tab'"
+                               title.translate="Manual Operations"
+                               isVisible="hasGroupReadOnly">
+                                <t t-call="fusion_accounting.BankRecRecordNotebookManualOperations"/>
+                            </t>
+                            <t t-set-slot="discuss_tab"
+                               name="'discuss_tab'"
+                               title.translate="Discuss"
+                               isVisible="true">
+                                <t t-call="fusion_accounting.BankRecRecordNotebookChatter"/>
+                            </t>
+                            <t t-set-slot="transaction_details_tab"
+                               name="'transaction_details_tab'"
+                               title.translate="Transaction Details"
+                               isVisible="data.st_line_transaction_details and data.st_line_transaction_details != ''">
+                                <t t-call="fusion_accounting.BankRecRecordNotebookTransactionDetails"/>
+                            </t>
+                        </Notebook>
+
+                    </div>
+                </div>
+            </div>
+        </div>
+    </t>
+
+    <t t-name="fusion_accounting.BankRecEmbeddedListController" t-inherit="web.ListView" t-inherit-mode="primary">
+        <t t-set-slot="control-panel-additional-actions" position="replace"/>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/bank_rec_quick_create.js

@@ -0,0 +1,33 @@
+// Fusion Accounting - Bank Reconciliation Quick Create
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { KanbanRecordQuickCreate, KanbanQuickCreateController } from "@web/views/kanban/kanban_record_quick_create";
+
+/**
+ * BankRecQuickCreateController - Quick-create controller for adding
+ * new bank statement lines directly from the kanban view.
+ */
+export class BankRecQuickCreateController extends KanbanQuickCreateController {
+    static template = "account.BankRecQuickCreateController";
+}
+
+export class BankRecQuickCreate extends KanbanRecordQuickCreate {
+    static template = "account.BankRecQuickCreate";
+    static props = {
+        ...Object.fromEntries(Object.entries(KanbanRecordQuickCreate.props).filter(([k, v]) => k !== 'group')),
+        globalState: { type: Object, optional: true },
+    };
+    static components = { BankRecQuickCreateController };
+
+    /**
+    Overriden.
+    **/
+    async getQuickCreateProps(props) {
+        await super.getQuickCreateProps({...props,
+            group: {
+                resModel: props.globalState.quickCreateState.resModel,
+                context: props.globalState.quickCreateState.context,
+            }
+        });
+    }
+}

Fusion Accounting/static/src/components/bank_reconciliation/bank_rec_quick_create.xml

@@ -0,0 +1,29 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+
+    <t t-name="account.BankRecQuickCreate">
+        <BankRecQuickCreateController t-if="state.isLoaded" t-props="quickCreateProps" />
+    </t>
+
+    <t t-name="account.BankRecQuickCreateController">
+        <div
+            class="o_bank_rec_quick_create o_kanban_record o_form_view w-100"
+            t-ref="root"
+        >
+            <t t-component="props.Renderer" record="model.root" Compiler="props.Compiler" archInfo="props.archInfo"/>
+            <div class="d-flex flex-wrap justify-content-end gap-1 button_group border-top-0 mt-2">
+                <button class="btn btn-primary o_kanban_add me-1" t-on-click="() => this.validate('add')" data-hotkey="s">
+                    Add &amp; New
+                </button>
+                <button class="btn btn-secondary o_kanban_edit me-1" t-on-click="() => this.validate('add_close')" data-hotkey="shift+s">
+                    Add &amp; Close
+                </button>
+                <span class="flex-grow-1"></span>
+                <button class="btn btn-secondary o_kanban_cancel" t-on-click="() => this.cancel(true)" data-hotkey="d">
+                    <i class="fa fa-trash" />
+                </button>
+            </div>
+        </div>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/bank_rec_record.js

@@ -0,0 +1,92 @@
+// Fusion Accounting - Bank Reconciliation Record
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Record } from "@web/model/relational_model/record";
+import { RelationalModel } from "@web/model/relational_model/relational_model";
+import { parseServerValue } from "@web/model/relational_model/utils";
+
+/**
+ * BankRecRecord - Extended relational model record for bank reconciliation.
+ * Tracks field changes on reconciliation widget lines and manages
+ * the custom save/update lifecycle for the reconciliation form.
+ */
+export class BankRecRecord extends Record {
+
+    /**
+     * override
+     * Track the changed field on lines.
+     */
+    async _update(changes) {
+        if(this.resModel === "bank.rec.widget.line"){
+            for(const fieldName of Object.keys(changes)){
+                this.model.lineIdsChangedField = fieldName;
+            }
+        }
+        return super._update(...arguments);
+    }
+
+    async updateToDoCommand(methodName, args, kwargs) {
+        this.dirty = true;
+
+        const onChangeFields = ["todo_command"];
+        const changes = {
+            todo_command: {
+                method_name: methodName,
+                args: args,
+                kwargs: kwargs,
+            },
+        };
+
+        const localChanges = this._getChanges(
+            { ...this._changes, ...changes },
+            { withReadonly: true }
+        );
+        const otherChanges = await this.model._onchange(this.config, {
+            changes: localChanges,
+            fieldNames: onChangeFields,
+            evalContext: this.evalContext,
+        });
+
+        const data = { ...this.data, ...changes };
+        for (const fieldName in otherChanges) {
+            data[fieldName] = parseServerValue(this.fields[fieldName], otherChanges[fieldName]);
+        }
+        const applyChanges = () => {
+            Object.assign(changes, this._parseServerValues(otherChanges, this.data));
+            if (Object.keys(changes).length > 0) {
+                this._applyChanges(changes);
+            }
+        };
+        return { data, applyChanges };
+    }
+
+    /**
+     * Bind an action to be called when a field on lines changed.
+     * @param {Function} callback: The action to call taking the changed field as parameter.
+     */
+    bindActionOnLineChanged(callback){
+        this._onUpdate = async () => {
+            const lineIdsChangedField = this.model.lineIdsChangedField;
+            if(lineIdsChangedField){
+                this.model.lineIdsChangedField = null;
+                await callback(lineIdsChangedField);
+            }
+        }
+    }
+}
+
+export class BankRecRelationalModel extends RelationalModel{
+    setup(params, { action, dialog, notification, rpc, user, view, company }) {
+        super.setup(...arguments);
+        this.lineIdsChangedField = null;
+    }
+
+    load({ values }) {
+        this.root = this._createRoot(this.config, values);
+    }
+
+    getInitialValues() {
+        return this.root._getChanges(this.root.data, { withReadonly: true })
+    }
+}
+BankRecRelationalModel.Record = BankRecRecord;

Fusion Accounting/static/src/components/bank_reconciliation/embedded_list_view.js

@@ -0,0 +1,42 @@
+// Fusion Accounting - Bank Reconciliation Embedded List View
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { ListController } from "@web/views/list/list_controller";
+import { listView } from "@web/views/list/list_view";
+
+/**
+ * BankRecEmbeddedListController - Embedded list controller for the
+ * reconciliation form. Removes export controls and manages domain
+ * state for efficient re-rendering of matched journal items.
+ */
+export class BankRecEmbeddedListController extends ListController {
+    /** Remove the Export Cog **/
+    static template = "fusion_accounting.BankRecEmbeddedListController";
+}
+
+
+export class BankRecWidgetFormEmbeddedListModel extends listView.Model {
+    setup(params, { action, dialog, notification, rpc, user, view, company }) {
+        super.setup(...arguments);
+        this.storedDomainString = null;
+    }
+
+    /**
+    * @override
+    * the list of AMLs don't need to be fetched from the server every time the form view is re-rendered.
+    * this disables the retrieval, while still ensuring that the search bar works.
+    */
+    async load(params = {}) {
+        const currentDomain = params.domain.toString();
+        if (currentDomain !== this.storedDomainString) {
+            this.storedDomainString = currentDomain;
+            return super.load(params);
+        }
+    }
+}
+
+export const EmbeddedListView = {
+    ...listView,
+    Controller: BankRecEmbeddedListController,
+    Model: BankRecWidgetFormEmbeddedListModel,
+};

Fusion Accounting/static/src/components/bank_reconciliation/finish_buttons.js

@@ -0,0 +1,56 @@
+// Fusion Accounting - Bank Reconciliation Finish Buttons
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component, useState } from "@odoo/owl";
+
+/**
+ * BankRecFinishButtons - Action buttons displayed upon completing
+ * bank reconciliation, providing navigation to journal dashboard
+ * or next reconciliation batch.
+ */
+export class BankRecFinishButtons extends Component {
+    static template = "fusion_accounting.BankRecFinishButtons";
+    static props = {};
+
+    setup() {
+        this.breadcrumbs = useState(this.env.config.breadcrumbs);
+    }
+
+    getJournalFilter() {
+        // retrieves the searchModel's searchItem for the journal
+        return Object.values(this.searchModel.searchItems).filter(i => i.type == "field" && i.fieldName == "journal_id")[0];
+    }
+
+    get searchModel() {
+        return this.env.searchModel;
+    }
+
+    get otherFiltersActive() {
+        const facets = this.searchModel.facets;
+        const journalFilterItem = this.getJournalFilter();
+        for (const facet of facets) {
+            if (facet.groupId !== journalFilterItem.groupId) {
+                return true;
+            }
+        }
+        return false;
+    }
+
+    clearFilters() {
+        const facets = this.searchModel.facets;
+        const journalFilterItem = this.getJournalFilter();
+        for (const facet of facets) {
+            if (facet.groupId !== journalFilterItem.groupId) {
+                this.searchModel.deactivateGroup(facet.groupId);
+            }
+        }
+    }
+
+    breadcrumbBackOrDashboard() {
+        if (this.breadcrumbs.length > 1) {
+            this.env.services.action.restore();
+        } else {
+            this.env.services.action.doAction("account.open_account_journal_dashboard_kanban", {clearBreadcrumbs: true});
+        }
+    }
+}

Fusion Accounting/static/src/components/bank_reconciliation/finish_buttons.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+    <t t-name="fusion_accounting.BankRecFinishButtons">
+        <p t-if="otherFiltersActive" class="btn btn-primary" t-on-click="clearFilters">All Transactions</p>
+        <p>
+            <t t-set="linkName" t-value="breadcrumbs.length > 1 ? breadcrumbs.slice(-2)[0].name : 'Dashboard'"/>
+            <a href="#" t-on-click.stop.prevent="breadcrumbBackOrDashboard">Back to <t t-out="linkName"/></a>
+        </p>
+    </t>
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/global_info.js

@@ -0,0 +1,30 @@
+// Fusion Accounting - Bank Reconciliation Global Info
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { Component, onWillStart } from "@odoo/owl";
+import { user } from "@web/core/user";
+
+/**
+ * BankRecGlobalInfo - Displays journal-level summary information
+ * including balance amounts during bank reconciliation.
+ */
+export class BankRecGlobalInfo extends Component {
+    static template = "fusion_accounting.BankRecGlobalInfo";
+    static props = {
+        journalId: { type: Number },
+        journalBalanceAmount: { type: String },
+    };
+
+    setup() {
+        this.hasGroupReadOnly = false;
+        onWillStart(async () => {
+            this.hasGroupReadOnly = await user.hasGroup("account.group_account_readonly");
+        })
+    }
+
+    /** Open the bank reconciliation report. **/
+    actionOpenBankGL() {
+        this.env.methods.actionOpenBankGL(this.props.journalId);
+    }
+
+}

Fusion Accounting/static/src/components/bank_reconciliation/global_info.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_accounting.BankRecGlobalInfo">
+        <div t-if="props.journalId"
+             class="journal-balance d-flex w-100"
+             t-att-class="{'pe-none': !hasGroupReadOnly}"
+             t-on-click="(ev) => hasGroupReadOnly ? this.actionOpenBankGL() : {}">
+            <span class="btn flex-fill text-900 text-start ps-0 fw-bold fs-4 align-self-center">
+                Balance
+            </span>
+            <span class="btn btn-link pe-0 fw-bold fs-4 align-self-center"
+                  t-if="props.journalBalanceAmount or props.journalBalanceAmount === 0"
+                  t-esc="props.journalBalanceAmount"/>
+        </div>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/kanban.scss

@@ -0,0 +1,286 @@
+.o_bank_rec_main_div {
+    display: flex;
+    background-color: $o-view-background-color;
+    width: 100%;
+    height: 100%;
+
+    .o_form_view.o_xxl_form_view.o_view_controller .o_form_view_container {
+        width: 100%; 
+    }
+    
+    .o_kanban_renderer {
+        border-top: 0;
+    }
+
+    .o_bank_rec_kanban_div{
+        width: 30%;
+        height: 100%;
+        position: relative;
+        overflow: auto;
+        padding: 0;
+        margin: 0;
+        --KanbanRecord-padding-h: #{$o-kanban-inside-hgutter * 1.5};
+        --KanbanRecord-padding-v: #{$o-kanban-inside-vgutter};
+        --KanbanRecord-margin-h: #{$o-kanban-record-margin};
+
+        .o_reward {
+            .o_reward_rainbow_man {
+                top: -25% !important;
+            }
+        }
+
+        .journal-balance {
+            margin: 0px var(--KanbanRecord-margin-h) -1px;
+            padding: $o-kanban-inside-vgutter calc(var(--KanbanRecord-padding-h));
+            min-height: $o-statbutton-height;
+        }
+
+        .kanban-statement {
+            margin: 0px var(--KanbanRecord-margin-h) -1px;
+            padding: $o-kanban-inside-vgutter calc(var(--KanbanRecord-padding-h));
+            .kanban-statement-subline {
+                border: none;
+                font-size: 16px;
+                padding: 16px 0 0 0;
+            }
+        }
+
+        .o_bank_rec_st_line{
+            margin: 0px var(--KanbanRecord-margin-h) (-$border-width) !important;
+            align-items: center;
+
+            &:hover {
+                .statement_separator .btn-sm {
+                   opacity: 100;
+               }
+           }
+
+            &.o_bank_rec_selected_st_line {
+                background-color: var(--table-bg);
+            }
+
+            .statement_separator {
+                position: absolute;
+                height: 4px;
+                margin: 0;
+                padding: 2px 0 0 0;
+                border: 0;
+                z-index: 2;
+                background-color: transparent;
+
+                .btn-sm {
+                    position: relative;
+                    padding-top: 0;
+                    padding-bottom: 0;
+                    top: -21px;
+                    opacity: 0; // display: none doesn't work with tour
+                }
+            }
+        }
+    }
+
+    .o_bank_rec_right_div {
+        flex: 1 1 70%;
+        width: 70%;
+        border-left: 1px solid $border-color;
+        height: 100%;
+        position: relative;
+        overflow: auto;
+
+        .o_content{
+            .o_form_nosheet{
+                padding-left: 0 !important;
+                padding-right: 0 !important;
+
+                .row {
+                    margin-left: 0 !important;
+                    margin-right: 0 !important;
+                }
+
+                table tr td:first-child, table th:first-child {
+                  padding-left: 10px;
+                }
+
+                .o_list_table {
+                    --ListRenderer-thead-padding-y: #{$table-cell-padding-y-sm};
+                    th {
+                        border-left: none !important;
+                    }
+                }
+
+                .o_bank_rec_stats_buttons{
+                    display: flex;
+                    flex-flow: row nowrap;
+                    margin-top: -$o-sheet-vpadding;
+                    white-space: nowrap;
+                    border-bottom: 1px solid $border-color;
+                    height: fit-content;
+                    min-height: $o-statbutton-height;
+
+                    .o_bank_rec_stats_buttons_aside_left{
+                        flex-grow: 0;
+                        display: flex !important;
+                        flex-flow: row nowrap;
+                        border-right: 1px solid $border-color;
+
+                        .btn {
+                            margin-right: $o-statbutton-spacing;
+                        }
+                    }
+
+                    .o_bank_rec_stats_buttons_aside_right{
+                        width: 100%;
+                        overflow: auto;
+                        overflow-y: hidden;
+                        justify-content: right;
+                        flex-grow: 1;
+                        margin: 0px !important;
+
+                        .available_reco_model_ids {
+                            margin-bottom: 0;
+                            width: 100%;
+                            height: 100%;
+                            display: flex;
+                            justify-content: flex-end;
+
+                            .o_bank_rec_reco_models_widget_div{
+                                display: flex;
+                                flex-wrap: wrap;
+                                height: 100%;
+                                width: 100%;
+                                flex: 1 0;
+                                justify-content: flex-end;
+
+                                .recon_model_button {
+                                    flex: 0 1 auto;
+                                }
+                            }
+
+                            .bank_rec_reco_model_dropdown {
+                                display: flex;
+                                flex-shrink: 0;
+                            }
+                        }
+                    }
+                }
+
+                .bank_rec_widget_form_discuss_anchor, .bank_rec_widget_form_transaction_details_anchor{
+                    padding: 0 20px;
+                }
+
+                .o_form_label {
+                    text-wrap: nowrap;
+                }
+            }
+
+            .o_notebook {
+                --notebook-margin-x: 0 !important;
+            }
+        }
+    }
+}
+@include media-breakpoint-down(md) {
+    .o_bank_rec_widget_kanban_view {
+        --ControlPanel-border-bottom: initial;
+    }
+
+    .o_bank_rec_main_div {
+        .o_bank_rec_kanban_div {
+            --KanbanRecord-margin-h: #{-$border-width};
+        }
+
+        .o_bank_rec_kanban_div, .o_bank_rec_right_div {
+            flex: 1 0 95vw;
+        }
+    }
+}
+
+@include media-only(print) {
+    .o_bank_rec_widget_kanban_view .o_control_panel {
+        margin-bottom: $border-width;
+    }
+}
+
+.o_bank_rec_liquidity_line{
+    font-weight: bold;
+}
+
+.o_bank_rec_auto_balance_line{
+    color: $text-muted;
+}
+
+.o_bank_rec_lines_widget_table{
+    th{
+        border-top: none;
+    }
+}
+
+.o_bank_rec_model_button{
+    margin: 3px;
+}
+
+.o_bank_rec_selected_line > td {
+    background-color: var(--table-bg) !important;
+}
+
+.o_bank_rec_expanded_line{
+    border-bottom: transparent;
+    td {
+        padding-bottom: 0;
+    }
+}
+
+.o_bank_rec_second_line {
+    td {
+        padding-top: 0;
+        padding-bottom: 1rem;
+    }
+    .o_form_uri {
+        cursor: pointer;
+    }
+}
+
+.o_bank_rec_quick_create {
+    .o_form_renderer.o_form_nosheet.o_form_editable.d-block {
+        padding: 0;
+    }
+
+    &.o_form_view {
+        height: auto;
+    }
+
+    &.o_kanban_record > div:not(.o_dropdown_kanban) {
+        height: auto;
+    }
+
+    .o_inner_group {
+        display: flex;
+
+        .o_cell:first-child {
+            input,span {
+                font-weight: bold;
+            }
+        }
+
+        .o_cell:nth-child(2) {
+            input {
+                font-style: italic;
+            }
+        }
+    }
+
+    .o_wrap_field > :first-child {
+        flex: 0 0 27%;
+    }
+
+    .o_inner_group > .o_wrap_field:first-child > :first-child {
+        flex: 0 0 17%;
+    }
+}
+
+@media (min-width: 768px) {
+    .o_bank_rec_quick_create.o_form_view {
+        height: auto;
+        min-height: auto;
+    }
+}

Fusion Accounting/static/src/components/bank_reconciliation/kanban.xml

@@ -0,0 +1,72 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+
+    <!-- Kanban controller -->
+    <t t-name="account.BankRecoKanbanController" t-inherit="web.KanbanView" t-inherit-mode="primary">
+        <xpath expr="//Layout" position="attributes">
+            <attribute name="className">'o_bank_rec_main_div overflow-auto'</attribute>
+        </xpath>
+        <xpath expr="//t[@t-component='props.Renderer']" position="after">
+            <div class="o_bank_rec_right_div">
+                <t t-if="state.bankRecStLineId and this.bankRecModel">
+                    <t t-call="fusion_accounting.BankRecRecordForm"/>
+                </t>
+            </div>
+        </xpath>
+    </t>
+
+    <!-- Kanban record -->
+    <t t-name="account.BankRecKanbanRecord" t-inherit="web.KanbanRecord" t-inherit-mode="primary">
+        <xpath expr="//article" position="attributes">
+            <attribute name="t-att-tabindex"/>
+        </xpath>
+    </t>
+
+    <!-- Kanban renderer -->
+    <t t-name="account.BankRecKanbanRenderer" t-inherit="web.KanbanRenderer" t-inherit-mode="primary">
+        <xpath expr="//div[@t-ref='root']" position="attributes">
+            <attribute name="class" add="o_bank_rec_kanban_div" separator=" "/>
+        </xpath>
+        <xpath expr="//t[@t-as='groupOrRecord']" position="before">
+            <t t-set="statementGroups" t-value="groups()"/>
+            <BankRecGlobalInfo t-if="globalState.bankRecStLineId and globalState.journalId"
+                                journalId="globalState.journalId"
+                                journalBalanceAmount="globalState.journalBalanceAmount"/>
+            <t t-if="globalState.quickCreateState.isVisible">
+                <BankRecQuickCreate globalState="globalState"
+                    onValidate="(record, mode) => this.validateQuickCreate(record, mode)"
+                    onCancel="() => this.cancelQuickCreate()"
+                    quickCreateView="props.quickCreateState.view"/>
+            </t>
+        </xpath>
+        <xpath expr="//t[@t-else='']/KanbanRecord" position="before">
+            <t t-set="recData" t-value="groupOrRecord.record.data"/>
+            <t t-if="recData.statement_id
+                     and statementGroups.length
+                     and recData.statement_id[0] === statementGroups[0].id">
+                <!-- remove the first statement from the list of statements -->
+                <t t-set="stGroup" t-value="statementGroups.shift()"/>
+                <t t-set="stClass" t-value="!(recData.statement_complete and recData.statement_valid) and 'text-danger' or ''"/>
+                <span t-if="stGroup" class="kanban-statement d-flex text-truncate align-self-center fw-bold w-100">
+                    <span t-attf-class="{{stClass}} kanban-statement-subline flex-fill text-start" t-out="stGroup.name"/>
+                    <span t-on-click.stop.prevent="() => this.openStatementDialog(recData.statement_id[0])"
+                          t-attf-class="kanban-statement-subline btn btn-link"
+                          name="kanban-subline-clickable-amount"
+                          t-esc="stGroup.balance"/>
+                </span>
+            </t>
+        </xpath>
+        <t t-call="web.ActionHelper" position="replace">
+            <div t-if="props.noContentHelp" class="o_view_nocontent">
+                <div class="o_nocontent_help">
+                    <RainbowMan t-if="this.env.methods.showRainbowMan()" t-props="this.env.methods.getRainbowManContentProps()"/>
+                    <t t-else="">
+                        <t t-out="props.noContentHelp"/>
+                        <BankRecFinishButtons/>
+                    </t>
+                </div>
+            </div>
+        </t>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/list.js

@@ -0,0 +1,43 @@
+// Fusion Accounting - Bank Reconciliation List View
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { registry } from "@web/core/registry";
+import { listView } from "@web/views/list/list_view";
+import { ListController } from "@web/views/list/list_controller";
+
+import { useChildSubEnv } from "@odoo/owl";
+
+/**
+ * BankRecListController - List view controller for bank statement lines.
+ * Manages the list display of statements and coordinates with the
+ * kanban reconciliation form for processing individual lines.
+ */
+export class BankRecListController extends ListController {
+
+    setup() {
+        super.setup(...arguments);
+
+        this.skipKanbanRestore = {};
+
+        useChildSubEnv({
+            skipKanbanRestoreNeeded: (stLineId) => this.skipKanbanRestore[stLineId],
+        });
+    }
+
+    /**
+      * Override
+      * Don't allow bank_rec_form to be restored with previous values since the statement line has changed.
+      */
+    async onRecordSaved(record) {
+        this.skipKanbanRestore[record.resId] = true;
+        return super.onRecordSaved(...arguments);
+    }
+
+}
+
+export const bankRecListView = {
+    ...listView,
+    Controller: BankRecListController,
+}
+
+registry.category("views").add("bank_rec_list", bankRecListView);

Fusion Accounting/static/src/components/bank_reconciliation/list_view_switcher.js

@@ -0,0 +1,44 @@
+// Fusion Accounting - Bank Reconciliation List View Switcher
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { _t } from "@web/core/l10n/translation";
+import { registry } from "@web/core/registry";
+import { useService } from "@web/core/utils/hooks";
+import { standardFieldProps } from "@web/views/fields/standard_field_props";
+import { Component } from "@odoo/owl";
+
+/**
+ * ListViewSwitcher - Field widget that provides a toggle to switch
+ * between kanban and list views within the bank reconciliation interface.
+ */
+export class ListViewSwitcher extends Component {
+    static template = "fusion_accounting.ListViewSwitcher";
+    static props = standardFieldProps;
+
+    setup() {
+        this.action = useService("action");
+    }
+
+    /** Called when the Match/View button is clicked. **/
+    switchView() {
+        // Add a new search facet to restrict the results to the selected statement line.
+        const searchItem = Object.values(this.env.searchModel.searchItems).find((i) => i.fieldName === "statement_line_id");
+        const stLineId = this.props.record.resId;
+        const autocompleteValue = {
+            label: this.props.record.data.move_id[1],
+            operator: "=",
+            value: stLineId,
+        }
+        this.env.searchModel.addAutoCompletionValues(searchItem.id, autocompleteValue);
+
+        // Switch to the kanban.
+        this.action.switchView("kanban", { skipRestore: this.env.skipKanbanRestoreNeeded(stLineId) });
+    }
+
+    /** Give the button's label for the current record. **/
+    get buttonLabel() {
+        return this.props.record.data.is_reconciled ? _t("View") : _t("Match");
+    }
+}
+
+registry.category("fields").add('bank_rec_list_view_switcher', {component: ListViewSwitcher});

Fusion Accounting/static/src/components/bank_reconciliation/list_view_switcher.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+
+    <t t-name="fusion_accounting.ListViewSwitcher">
+        <button class="btn btn-sm btn-secondary"
+                t-on-click.stop="() => this.switchView()">
+            <t t-out="buttonLabel"/>
+        </button>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/many2one_field_multi_edit.js

@@ -0,0 +1,27 @@
+// Fusion Accounting - Bank Reconciliation Many2One Multi Edit
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { registry } from "@web/core/registry";
+import { Many2OneField, many2OneField } from "@web/views/fields/many2one/many2one_field";
+
+/**
+ * BankRecMany2OneMultiID - Extended Many2One field supporting multi-record
+ * editing within the bank reconciliation view.
+ */
+export class BankRecMany2OneMultiID extends Many2OneField {
+
+    get Many2XAutocompleteProps() {
+        const props = super.Many2XAutocompleteProps;
+        if (this.props.record.selected && this.props.record.model.multiEdit) {
+            props.context.active_ids = this.env.model.root.selection.map((r) => r.resId);
+        }
+        return props;
+    }
+}
+
+export const bankRecMany2OneMultiID = {
+    ...many2OneField,
+    component: BankRecMany2OneMultiID,
+};
+
+registry.category("fields").add("bank_rec_list_many2one_multi_id", bankRecMany2OneMultiID);

Fusion Accounting/static/src/components/bank_reconciliation/monetary_field_auto_signed_amount.js

@@ -0,0 +1,44 @@
+// Fusion Accounting - Bank Reconciliation Monetary Field
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { MonetaryField, monetaryField } from "@web/views/fields/monetary/monetary_field";
+
+/**
+ * BankRecMonetaryField - Extended monetary field that automatically
+ * applies sign inversion for forced negative values during reconciliation.
+ */
+export class BankRecMonetaryField extends MonetaryField{
+    static template = "fusion_accounting.BankRecMonetaryField";
+    static props = {
+        ...MonetaryField.props,
+        hasForcedNegativeValue: { type: Boolean },
+    };
+
+    /** Override **/
+    get inputOptions(){
+        const options = super.inputOptions;
+        const parse = options.parse;
+        options.parse = (value) => {
+            let parsedValue = parse(value);
+            if (this.props.hasForcedNegativeValue) {
+                parsedValue = -Math.abs(parsedValue);
+            }
+            return parsedValue;
+        };
+        return options;
+    }
+
+    /** Override **/
+    get value() {
+        let value = super.value;
+        if(this.props.hasForcedNegativeValue){
+            value = Math.abs(value);
+        }
+        return value;
+    }
+}
+
+export const bankRecMonetaryField = {
+    ...monetaryField,
+    component: BankRecMonetaryField,
+};

Fusion Accounting/static/src/components/bank_reconciliation/monetary_field_auto_signed_amount.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+
+    <t t-name="fusion_accounting.BankRecMonetaryField" t-inherit="web.MonetaryField" t-inherit-mode="primary">
+        <xpath expr="//span[hasclass('o_input')]" position="before">
+            <span t-if="props.hasForcedNegativeValue and currency and currency.position === 'after'">-</span>
+        </xpath>
+
+        <xpath expr="//input" position="before">
+            <span t-if="props.hasForcedNegativeValue and currency and currency.position === 'before'">-</span>
+        </xpath>
+        <xpath expr="//span[hasclass('o_monetary_ghost_value')]" position="before">
+            <span class="opacity-0 mx-1" t-if="props.hasForcedNegativeValue">-</span>
+        </xpath>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/rainbowman_content.js

@@ -0,0 +1,21 @@
+// Fusion Accounting - Bank Reconciliation Rainbowman
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { BankRecFinishButtons } from "./finish_buttons";
+import { Component, onWillUnmount } from "@odoo/owl";
+
+/**
+ * BankRecRainbowContent - Celebration content displayed when all
+ * bank statement lines have been successfully reconciled.
+ */
+export class BankRecRainbowContent extends Component {
+    static template = "fusion_accounting.BankRecRainbowContent";
+    static components = { BankRecFinishButtons };
+    static props = {};
+
+    setup() {
+        onWillUnmount(() => {
+            this.env.methods.initReconCounter();
+        });
+    }
+}

Fusion Accounting/static/src/components/bank_reconciliation/rainbowman_content.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+    <t t-name="fusion_accounting.BankRecRainbowContent">
+        <t t-set="summary" t-value="this.env.methods.getCounterSummary()"/>
+        <h2>Congrats, you're all done!</h2>
+        <p>You reconciled <strong t-out="summary.counter"/><t t-if="summary.counter gt 1"> transactions in </t><t t-else=""> transaction in </t><strong t-out="summary.humanDuration"/>.
+            <t t-if="summary.counter gt 1">
+                <br/>That's on average <b t-out="summary.secondsPerTransaction"/> seconds per transaction.
+            </t>
+        </p>
+        <BankRecFinishButtons/>
+    </t>
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation/view_embedder.js

@@ -0,0 +1,25 @@
+// Fusion Accounting - Bank Reconciliation View Embedder
+// Copyright (C) 2026 Nexa Systems Inc.
+
+import { View } from "@web/views/view";
+import { Component, useSubEnv } from "@odoo/owl";
+
+/**
+ * BankRecViewEmbedder - Wrapper component for embedding sub-views
+ * within the bank reconciliation form, resetting the control panel
+ * context for clean view rendering.
+ */
+export class BankRecViewEmbedder extends Component {
+    static props = ["viewProps"];
+    static template = "fusion_accounting.BankRecViewEmbedder";
+    static components = { View };
+
+    setup() {
+        // Little hack while better solution from framework js.
+        // Reset the config, especially the ControlPanel which was coming from a parent form view.
+        // It also reset the view switchers which was necessary to make them disappear.
+        useSubEnv({
+            config: {...this.env.methods},
+        });
+    }
+}

Fusion Accounting/static/src/components/bank_reconciliation/view_embedder.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates id="template" xml:space="preserve">
+
+    <t t-name="fusion_accounting.BankRecViewEmbedder">
+        <View t-props="props.viewProps"/>
+    </t>
+
+</templates>

Fusion Accounting/static/src/components/bank_reconciliation_report/warnings.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates>
+
+    <t t-name="fusion_accounting.inconsistent_statement_warning">
+        Some
+        <a t-on-click="(ev) => controller.reportAction(ev, 'bank_reconciliation_report_open_inconsistent_statements', warningParams)">statements</a>
+        have a starting balance different from the previous ending balance.
+    </t>
+
+    <t t-name="fusion_accounting.has_bank_miscellaneous_move_lines">
+        <span>
+            "<t t-out="warningParams.args"/>" account balance is affected by
+            <a t-on-click="(ev) => controller.reportAction(ev, 'open_bank_miscellaneous_move_lines')">journal items</a>
+            which don't originate from a bank statement nor payment.
+        </span>
+    </t>
+
+    <t t-name="fusion_accounting.journal_balance">
+        <span>
+            The current balance in the
+            <a t-on-click="(ev) => controller.reportAction(ev, 'action_redirect_to_general_ledger')">
+                General Ledger
+                <t t-out="warningParams.general_ledger_amount"/>
+            </a>
+
+            doesn't match the balance of your
+            <a t-on-click="(ev) => controller.reportAction(ev, 'action_redirect_to_bank_statement_widget')">
+                last bank statement
+                <t t-out="warningParams.last_bank_statement_amount"/>
+            </a>
+            , leading to an unexplained difference of
+            <t t-out="warningParams.unexplained_difference"/>
+        </span>
+    </t>
+</templates>