feat(fusion_accounting_reports): period picker wizard with common presets

Adds fusion.period.picker.wizard - a guided entry point that lets users
pick a report type and a common period preset (this/last month, quarter,
YTD, last year, or custom range). The wizard uses the existing date_periods
service helpers (month_bounds, quarter_bounds, fiscal_year_bounds) to
pre-fill date_from / date_to via @api.onchange.

action_open_report returns a client action that launches the OWL reports
viewer with default_report_type / default_date_from / default_date_to /
default_comparison in the context.

Tests: 3 new (test_period_picker.py). Net 111 -> 114.
Made-with: Cursor

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.31',
+    'version': '19.0.1.0.32',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """
@@ -38,6 +38,7 @@ menu hides; the engine and AI tools remain available for the chat.
         'data/cron.xml',
         'reports/report_pdf_template.xml',
         'wizards/xlsx_export_wizard_views.xml',
+        'wizards/period_picker_wizard_views.xml',
     ],
     'external_dependencies': {
         'python': ['xlsxwriter'],

fusion_accounting_reports/security/ir.model.access.csv

@@ -4,3 +4,4 @@ access_fusion_report_admin,fusion.report.admin,model_fusion_report,fusion_accoun
 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
+access_fusion_period_picker_wizard_user,fusion.period.picker.wizard.user,model_fusion_period_picker_wizard,base.group_user,1,1,1,0

fusion_accounting_reports/tests/__init__.py

@@ -20,3 +20,4 @@ from . import test_account_balance_mv
 from . import test_cron
 from . import test_pdf_export
 from . import test_xlsx_export
+from . import test_period_picker

fusion_accounting_reports/tests/test_period_picker.py

@@ -0,0 +1,36 @@
+"""Tests for period picker wizard."""
+
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestPeriodPickerWizard(TransactionCase):
+
+    def test_this_month_preset_fills_dates(self):
+        wizard = self.env['fusion.period.picker.wizard'].create({
+            'report_type': 'pnl',
+            'period_preset': 'this_month',
+        })
+        wizard._onchange_period_preset()
+        self.assertTrue(wizard.date_from)
+        self.assertTrue(wizard.date_to)
+        self.assertEqual(wizard.date_from.day, 1)
+
+    def test_this_year_preset_uses_ytd(self):
+        wizard = self.env['fusion.period.picker.wizard'].create({
+            'report_type': 'pnl',
+            'period_preset': 'this_year',
+        })
+        wizard._onchange_period_preset()
+        self.assertEqual(wizard.date_from.month, 1)
+        self.assertEqual(wizard.date_from.day, 1)
+
+    def test_action_open_report_returns_client_action(self):
+        wizard = self.env['fusion.period.picker.wizard'].create({
+            'report_type': 'pnl',
+            'period_preset': 'this_year',
+        })
+        wizard._onchange_period_preset()
+        action = wizard.action_open_report()
+        self.assertEqual(action['type'], 'ir.actions.client')
+        self.assertEqual(action['tag'], 'fusion_reports')

fusion_accounting_reports/wizards/__init__.py

@@ -1 +1,2 @@
 from . import xlsx_export_wizard
+from . import period_picker_wizard

fusion_accounting_reports/wizards/period_picker_wizard.py

@@ -0,0 +1,77 @@
+"""Period selection + comparison wizard.
+
+Pre-fills date ranges for common report periods (current month, YTD, etc.)."""
+
+from datetime import timedelta
+
+from odoo import api, fields, models
+
+from ..services.date_periods import (
+    fiscal_year_bounds, month_bounds, quarter_bounds,
+)
+
+
+class FusionPeriodPickerWizard(models.TransientModel):
+    _name = "fusion.period.picker.wizard"
+    _description = "Period Selection Wizard"
+
+    report_type = fields.Selection([
+        ('pnl', 'P&L'),
+        ('balance_sheet', 'Balance Sheet'),
+        ('trial_balance', 'Trial Balance'),
+        ('general_ledger', 'General Ledger'),
+    ], required=True, default='pnl')
+    period_preset = fields.Selection([
+        ('this_month', 'This Month'),
+        ('last_month', 'Last Month'),
+        ('this_quarter', 'This Quarter'),
+        ('last_quarter', 'Last Quarter'),
+        ('this_year', 'This Year (YTD)'),
+        ('last_year', 'Last Year'),
+        ('custom', 'Custom Range'),
+    ], default='this_month', required=True)
+    date_from = fields.Date()
+    date_to = fields.Date()
+    comparison = fields.Selection([
+        ('none', 'No Comparison'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none')
+
+    @api.onchange('period_preset')
+    def _onchange_period_preset(self):
+        today = fields.Date.today()
+        if self.period_preset == 'this_month':
+            p = month_bounds(today)
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'last_month':
+            p = month_bounds(today.replace(day=1) - timedelta(days=1))
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'this_quarter':
+            p = quarter_bounds(today)
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'last_quarter':
+            this_q = quarter_bounds(today)
+            p = quarter_bounds(this_q.date_from - timedelta(days=1))
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'this_year':
+            p = fiscal_year_bounds(today)
+            self.date_from, self.date_to = p.date_from, today
+        elif self.period_preset == 'last_year':
+            last_year = today.replace(year=today.year - 1)
+            p = fiscal_year_bounds(last_year)
+            self.date_from, self.date_to = p.date_from, p.date_to
+
+    def action_open_report(self):
+        """Open the fusion reports viewer pre-filled with selected period."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fusion_reports',
+            'context': {
+                'default_report_type': self.report_type,
+                'default_date_from': str(self.date_from),
+                'default_date_to': str(self.date_to),
+                'default_comparison': self.comparison,
+            },
+        }

fusion_accounting_reports/wizards/period_picker_wizard_views.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fusion_period_picker_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.period.picker.wizard.form</field>
+        <field name="model">fusion.period.picker.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Pick Reporting Period">
+                <group>
+                    <field name="report_type"/>
+                    <field name="period_preset"/>
+                    <field name="date_from" invisible="period_preset != 'custom'"
+                           required="period_preset == 'custom'"/>
+                    <field name="date_to" invisible="period_preset != 'custom'"
+                           required="period_preset == 'custom'"/>
+                    <field name="comparison"/>
+                </group>
+                <footer>
+                    <button name="action_open_report" type="object" string="Open Report"
+                            class="btn-primary"/>
+                    <button special="cancel" string="Cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_period_picker_wizard" model="ir.actions.act_window">
+        <field name="name">Open Financial Report</field>
+        <field name="res_model">fusion.period.picker.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>