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feat(fusion_accounting_reports): period picker wizard with common presets

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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
This commit is contained in:
gsinghpal
2026-04-19 16:17:46 -04:00
parent 7d7bd93345
commit 8de4beb46a
7 changed files with 150 additions and 1 deletions
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1
fusion_accounting_reports/security/ir.model.access.csv
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@@ -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
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
4 access_fusion_report_commentary fusion.report.commentary model_fusion_report_commentary base.group_user 1 1 1 0
5 access_fusion_report_anomaly fusion.report.anomaly model_fusion_report_anomaly base.group_user 1 1 1 0
6 access_fusion_xlsx_export_wizard_user fusion.xlsx.export.wizard.user model_fusion_xlsx_export_wizard base.group_user 1 1 1 0
7 access_fusion_period_picker_wizard_user fusion.period.picker.wizard.user model_fusion_period_picker_wizard base.group_user 1 1 1 0