feat(fusion_accounting_reports): XLSX export wizard

Adds a TransientModel wizard fusion.xlsx.export.wizard that lets users
pick a report type, date range, and comparison mode, then runs the
engine and produces an XLSX via xlsxwriter (in-memory).

The wizard exposes a download field that becomes available after export
finishes. Works on P&L, Balance Sheet, Trial Balance, and General Ledger.
Comparison columns are written when the engine returns a comparison_period
in the result.

Also wires the controller's /fusion/reports/export_xlsx endpoint to drive
the wizard and return base64-encoded XLSX bytes (replaces the not_implemented
placeholder).

Tests: 2 new (test_xlsx_export.py) + 1 controller test updated. Manifest
declares xlsxwriter as an external_dependency.

Made-with: Cursor

fusion_accounting_reports/__init__.py

@@ -2,3 +2,4 @@ from . import services
 from . import models
 from . import controllers
 from . import reports
+from . import wizards

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.30',
+    'version': '19.0.1.0.31',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """
@@ -37,7 +37,11 @@ menu hides; the engine and AI tools remain available for the chat.
         'data/report_general_ledger.xml',
         'data/cron.xml',
         'reports/report_pdf_template.xml',
+        'wizards/xlsx_export_wizard_views.xml',
     ],
+    'external_dependencies': {
+        'python': ['xlsxwriter'],
+    },
     'assets': {
         'web.assets_backend': [
             'fusion_accounting_reports/static/src/scss/_variables.scss',

fusion_accounting_reports/controllers/reports_controller.py

@@ -234,7 +234,15 @@ class FusionReportsController(http.Controller):
     @http.route('/fusion/reports/export_xlsx', type='jsonrpc', auth='user')
     def export_xlsx(self, report_type, date_from, date_to,
                     comparison='none', company_id=None):
+        wizard = request.env['fusion.xlsx.export.wizard'].create({
+            'report_type': report_type,
+            'date_from': _parse_date(date_from),
+            'date_to': _parse_date(date_to),
+            'comparison': comparison,
+        })
+        wizard.action_export()
         return {
-            'status': 'not_implemented',
-            'message': 'XLSX export shipping in Task 35',
+            'status': 'ok',
+            'xlsx_base64': wizard.xlsx_file.decode('ascii') if wizard.xlsx_file else '',
+            'filename': wizard.xlsx_filename,
         }

fusion_accounting_reports/security/ir.model.access.csv

@@ -3,3 +3,4 @@ access_fusion_report_user,fusion.report.user,model_fusion_report,base.group_user
 access_fusion_report_admin,fusion.report.admin,model_fusion_report,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
 access_fusion_report_commentary,fusion.report.commentary,model_fusion_report_commentary,base.group_user,1,1,1,0
 access_fusion_report_anomaly,fusion.report.anomaly,model_fusion_report_anomaly,base.group_user,1,1,1,0
+access_fusion_xlsx_export_wizard_user,fusion.xlsx.export.wizard.user,model_fusion_xlsx_export_wizard,base.group_user,1,1,1,0

fusion_accounting_reports/tests/__init__.py

@@ -19,3 +19,4 @@ from . import test_bs_tb_integration
 from . import test_account_balance_mv
 from . import test_cron
 from . import test_pdf_export
+from . import test_xlsx_export

fusion_accounting_reports/tests/test_reports_controller.py

@@ -111,10 +111,16 @@ class TestReportsController(HttpCase):
         self.assertIn('pdf_base64', result)
         self.assertTrue(result.get('filename', '').endswith('.pdf'))
 
-    def test_export_xlsx_placeholder(self):
+    def test_export_xlsx_returns_xlsx(self):
+        try:
+            import xlsxwriter  # noqa: F401
+        except ImportError:
+            self.skipTest("xlsxwriter not installed")
         result = self._jsonrpc('export_xlsx', {
             'report_type': 'pnl',
             'date_from': '2026-01-01',
             'date_to': '2026-12-31',
         })
-        self.assertEqual(result.get('status'), 'not_implemented')
+        self.assertEqual(result.get('status'), 'ok')
+        self.assertTrue(result.get('xlsx_base64'))
+        self.assertTrue(result.get('filename', '').endswith('.xlsx'))

fusion_accounting_reports/tests/test_xlsx_export.py

@@ -0,0 +1,36 @@
+"""Tests for XLSX export wizard."""
+
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestXlsxExport(TransactionCase):
+
+    def test_export_pnl_produces_xlsx(self):
+        try:
+            import xlsxwriter  # noqa: F401
+        except ImportError:
+            self.skipTest("xlsxwriter not installed")
+        wizard = self.env['fusion.xlsx.export.wizard'].create({
+            'report_type': 'pnl',
+            'date_from': date(2026, 1, 1),
+            'date_to': date(2026, 12, 31),
+        })
+        wizard.action_export()
+        self.assertEqual(wizard.state, 'done')
+        self.assertTrue(wizard.xlsx_file)
+        self.assertTrue(wizard.xlsx_filename.endswith('.xlsx'))
+
+    def test_export_balance_sheet(self):
+        try:
+            import xlsxwriter  # noqa: F401
+        except ImportError:
+            self.skipTest("xlsxwriter not installed")
+        wizard = self.env['fusion.xlsx.export.wizard'].create({
+            'report_type': 'balance_sheet',
+            'date_from': date(2026, 1, 1),
+            'date_to': date(2026, 12, 31),
+        })
+        wizard.action_export()
+        self.assertEqual(wizard.state, 'done')

fusion_accounting_reports/wizards/__init__.py

@@ -0,0 +1 @@
+from . import xlsx_export_wizard

fusion_accounting_reports/wizards/xlsx_export_wizard.py

@@ -0,0 +1,105 @@
+"""XLSX export wizard for fusion financial reports."""
+
+import base64
+import io
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+from ..services.date_periods import Period
+
+
+class FusionXlsxExportWizard(models.TransientModel):
+    _name = "fusion.xlsx.export.wizard"
+    _description = "Export Financial Report to XLSX"
+
+    report_type = fields.Selection([
+        ('pnl', 'P&L'),
+        ('balance_sheet', 'Balance Sheet'),
+        ('trial_balance', 'Trial Balance'),
+        ('general_ledger', 'General Ledger'),
+    ], required=True, default='pnl')
+    date_from = fields.Date(required=True, default=fields.Date.today)
+    date_to = fields.Date(required=True, default=fields.Date.today)
+    comparison = fields.Selection([
+        ('none', 'No Comparison'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none')
+
+    xlsx_file = fields.Binary(readonly=True)
+    xlsx_filename = fields.Char(readonly=True)
+    state = fields.Selection([('draft', 'Draft'), ('done', 'Done')], default='draft')
+
+    def action_export(self):
+        self.ensure_one()
+        company_id = self.env.company.id
+        engine = self.env['fusion.report.engine']
+        if self.report_type == 'pnl':
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_pnl(period, comparison=self.comparison, company_id=company_id)
+        elif self.report_type == 'balance_sheet':
+            result = engine.compute_balance_sheet(self.date_to, comparison=self.comparison, company_id=company_id)
+        elif self.report_type == 'trial_balance':
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_trial_balance(period, company_id=company_id)
+        else:
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_gl(period, company_id=company_id)
+
+        try:
+            import xlsxwriter
+        except ImportError:
+            raise UserError(_(
+                "xlsxwriter Python package is required for XLSX export. "
+                "Install with: pip install xlsxwriter"))
+
+        buf = io.BytesIO()
+        wb = xlsxwriter.Workbook(buf, {'in_memory': True})
+        ws = wb.add_worksheet(self.report_type[:30])
+        bold = wb.add_format({'bold': True})
+        money = wb.add_format({'num_format': '#,##0.00'})
+        money_bold = wb.add_format({'num_format': '#,##0.00', 'bold': True})
+
+        ws.write(0, 0, result.get('report_name', 'Report'), bold)
+        ws.write(1, 0, f"Period: {result.get('period', {}).get('label', '')}")
+        if result.get('comparison_period'):
+            ws.write(2, 0, f"Comparison: {result['comparison_period']['label']}")
+
+        row_idx = 4
+        ws.write(row_idx, 0, 'Line', bold)
+        ws.write(row_idx, 1, 'Amount', bold)
+        if result.get('comparison_period'):
+            ws.write(row_idx, 2, 'Comparison', bold)
+            ws.write(row_idx, 3, 'Variance %', bold)
+
+        for row in result.get('rows', []):
+            row_idx += 1
+            label = ('  ' * (row.get('level', 0) or 0)) + (row.get('label', '') or '')
+            fmt = bold if row.get('is_subtotal') else None
+            money_fmt = money_bold if row.get('is_subtotal') else money
+            ws.write(row_idx, 0, label, fmt)
+            ws.write(row_idx, 1, row.get('amount', 0), money_fmt)
+            if result.get('comparison_period'):
+                if row.get('amount_comparison') is not None:
+                    ws.write(row_idx, 2, row['amount_comparison'], money_fmt)
+                if row.get('variance_pct') is not None:
+                    ws.write(row_idx, 3, row['variance_pct'] / 100,
+                             wb.add_format({'num_format': '+0.0%;-0.0%;0.0%'}))
+
+        ws.set_column(0, 0, 40)
+        ws.set_column(1, 3, 16)
+        wb.close()
+
+        self.write({
+            'xlsx_file': base64.b64encode(buf.getvalue()),
+            'xlsx_filename': f'{self.report_type}_{self.date_from}_{self.date_to}.xlsx',
+            'state': 'done',
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }

fusion_accounting_reports/wizards/xlsx_export_wizard_views.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fusion_xlsx_export_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.xlsx.export.wizard.form</field>
+        <field name="model">fusion.xlsx.export.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Export to XLSX">
+                <group invisible="state == 'done'">
+                    <field name="report_type"/>
+                    <field name="date_from"/>
+                    <field name="date_to"/>
+                    <field name="comparison"/>
+                </group>
+                <group invisible="state != 'done'">
+                    <field name="xlsx_file" filename="xlsx_filename" readonly="1"/>
+                    <field name="xlsx_filename" invisible="1"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <footer>
+                    <button name="action_export" type="object" string="Export"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <button special="cancel" string="Close"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_xlsx_export_wizard" model="ir.actions.act_window">
+        <field name="name">Export Report (XLSX)</field>
+        <field name="res_model">fusion.xlsx.export.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>