changes

fusion_accounting/fusion_accounting_reports/CLAUDE.md

@@ -0,0 +1,147 @@
+# fusion_accounting_reports — Cursor / Claude Context
+
+## Purpose
+
+AI-augmented financial reports — a Fusion-native replacement for Odoo
+Enterprise's `account_reports` module. Phase 2 of the fusion_accounting
+roadmap.
+
+CORE scope:
+- Income Statement (P&L)
+- Balance Sheet
+- Trial Balance
+- General Ledger (with drill-down)
+
+AI augmentation:
+- Anomaly detection (variance vs prior period)
+- AI commentary (LLM-generated narrative)
+
+## Architecture
+
+Hybrid: the engine (`fusion.report.engine`, AbstractModel) is the SINGLE
+read surface for reports. Per-report definitions are stored as `fusion.report`
+records with JSON `line_specs` so non-developers can tweak the layouts.
+
+Public engine API (5 methods):
+- `compute_pnl(period, *, comparison='none', company_id=None)`
+- `compute_balance_sheet(date_to, *, comparison='none', company_id=None)`
+- `compute_trial_balance(period, *, company_id=None)`
+- `compute_gl(period, *, account_ids=None, company_id=None)`
+- `drill_down(*, account_id, period, company_id=None)`
+
+Pure-Python services in `services/` (no Odoo imports — independently
+unit-testable):
+- `date_periods` — `Period` dataclass + comparison-period math
+- `account_hierarchy` — chart-of-accounts tree walk
+- `totaling` — debit/credit/balance roll-ups
+- `currency_conversion` — multi-currency conversion via `res.currency.rate`
+- `line_resolver` — JSON `line_specs` → rendered rows
+- `drill_down_resolver` — line → underlying journal items
+- `anomaly_detection` — variance vs prior period (z-score + abs/pct gates)
+- `commentary_generator` — LLM narrative with templated fallback
+- `commentary_prompt` — provider-agnostic system + user prompt
+
+Persisted models in `models/`:
+- `fusion.report` — definition with JSON `line_specs`
+- `fusion.report.commentary` — LLM-output cache (one per period+mode)
+- `fusion.report.anomaly` — flagged variances
+- `fusion.account.balance.mv` — pre-aggregated materialized view
+- `fusion.report.engine` — AbstractModel (the API)
+- `fusion.reports.cron` — cron handlers (commentary refresh, MV refresh)
+- `fusion.xlsx.export.wizard` — TransientModel (XLSX export)
+- `fusion.period.picker.wizard` — TransientModel (UX entry-point)
+- `fusion.migration.wizard` (inherits) — adds `_reports_bootstrap_step`
+
+Controller: `controllers/reports_controller.py` exposes 8 JSON-RPC endpoints
+under `/fusion/reports/*`. All read paths route through the engine.
+
+OWL frontend: `static/src/`
+- `scss/` — variables, base styles, dark-mode overrides
+- `services/reports_service.js` — central reactive state + RPC wrappers
+- `views/report_viewer/` — top-level OWL view + view-registry adapter
+- `components/report_table/` — generic financial-table renderer
+- `components/drill_down_dialog/` — modal for journal-item listing
+- `components/period_filter/` — date-range + comparison picker
+- `components/ai_commentary_panel/` — LLM commentary surface
+- `components/anomaly_strip/` — variance summary banner
+- `tours/reports_tours.js` — 5 OWL tour smoke tests
+
+## Coexistence
+
+When `account_reports` is installed, the Reports menu hides via
+`fusion_accounting_core.group_fusion_show_when_enterprise_absent`
+(a computed group). The engine + AI tools (commentary, anomaly detection)
+remain available for the chat regardless.
+
+## Conventions
+
+- **V19 deprecations to avoid:** `_sql_constraints` (use `models.Constraint`),
+  `@api.depends('id')` (raises `NotImplementedError`), `@route(type='json')`
+  (use `type='jsonrpc'`), `numbercall` field on `ir.cron` (removed),
+  `groups_id` on `res.users` (use `all_group_ids` for searching),
+  `users` field on `res.groups` (use `user_ids`), `groups_id` on
+  `ir.ui.menu` (use `group_ids`).
+
+- **Engine signature:** Public methods are keyword-only after the leading
+  positional `period` / `date_to`. Always pass `company_id=...` explicitly.
+
+- **`fusion.report` lookup:** `_get_report` falls back from per-company
+  override to global (`company_id=False`) — order is `company_id desc nulls
+  last`.
+
+- **Materialized view refresh:** `fusion.account.balance.mv` rebuilds via a
+  dedicated autocommit cursor (REFRESH CONCURRENTLY can't run inside Odoo's
+  regular transaction). Triggered by cron + on demand from the engine when
+  data is older than the configured TTL.
+
+- **JSON `line_specs`:** Strings prefixed `account:`, `prefix:`, `formula:`
+  or `header` — `line_resolver.py` resolves each spec to a row. Header rows
+  have no compute payload and are silently skipped by downstream totals.
+
+- **Commentary cache:** Keyed on `(report_id, company_id, period_from,
+  period_to, comparison_mode)` with a unique constraint. Re-runs use the
+  cache unless `force_refresh=True`.
+
+## Test counts (Phase 2 ship)
+
+- 130 logical tests, 0 failed, 0 errors
+- Includes:
+  - 6 benchmarks (tagged `benchmark`)
+  - 1 LLM compat smoke (tagged `local_llm`, skips when no LLM)
+  - 5 OWL tours (tagged `tour`, skips without `websocket-client`)
+  - Property-based, integration, controller, materialized-view, coexistence,
+    migration round-trip, PDF/XLSX export
+
+## Performance baseline
+
+| Operation | Median | P95 | Budget |
+|---|---|---|---|
+| `engine.compute_pnl` | 3ms | 8ms | <2000ms |
+| `engine.compute_balance_sheet` | 15ms | 20ms | <2000ms |
+| `engine.compute_trial_balance` | 3ms | 8ms | <1000ms |
+| `engine.compute_gl` | 25ms | 81ms | <3000ms |
+| `engine.drill_down` | 2ms | 10ms | <500ms |
+| `controller.run` (HTTP round-trip) | 9ms | 46ms | <2500ms |
+
+All metrics within 1x of budget at Phase 2 ship. Numbers from
+`tests/test_performance_benchmarks.py` against the dev VM
+(`westin-v19`, ~1 fiscal year of data).
+
+## Known concerns / Phase 2.5 backlog
+
+- Trial balance period-only sum doesn't auto-close to retained earnings
+  (drift visible in `test_trial_balance_total_near_zero`, currently skipped)
+- Balance sheet `TOTAL LIABILITIES + EQUITY` math limited (no
+  subtotal-of-subtotals expansion in `formula:` specs)
+- GL `line_specs` need `prefix:` empty-string handling for
+  "all accounts" semantics
+- Header rows (no compute payload) silently skipped by `line_resolver` —
+  fine for layout, but a `header_only=True` flag would be clearer
+- `expense` prefix overlaps with subtypes (`expense_direct_cost`,
+  `expense_depreciation`) — current line_specs need explicit ordering or a
+  longer-prefix-wins rule
+- `wkhtmltopdf` may need configuration for PDF export on first install
+- `ReportsAdapter.run_report` vs `run_fusion_report` naming (legacy clash
+  with Enterprise wrapper)
+- Tour tests skip when `websocket-client` is absent — install it in CI to
+  exercise the OWL surface end-to-end

fusion_accounting/fusion_accounting_reports/README.md

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+# fusion_accounting_reports
+
+AI-augmented financial reports for Odoo 19 Community — a Fusion-native
+replacement for Enterprise's `account_reports` module.
+
+## What it does
+
+- **CORE reports**: Income Statement (P&L), Balance Sheet, Trial Balance,
+  General Ledger (with drill-down to journal items)
+- **AI augmentation**: variance-based anomaly detection + LLM-generated
+  commentary (Claude / GPT / local LM Studio / Ollama)
+- **Wizards**: period picker (common presets — MTD, QTD, YTD, last month,
+  custom range) + XLSX export
+- **Coexists** with Enterprise's `account_reports` (Enterprise wins by
+  default; the Fusion menu appears only when Enterprise is uninstalled —
+  the engine and AI tools are always available via the AI chat)
+- **Multi-currency** aware via `services/currency_conversion.py`
+- **Multi-company** aware (per-company `fusion.report` overrides fall back
+  to global definitions)
+
+## Quick start
+
+```bash
+# Install
+odoo --addons-path=... -i fusion_accounting_reports
+
+# Open the reports menu (when Enterprise's account_reports is NOT installed)
+# Apps → Reports → Open Financial Report
+```
+
+## Configuration
+
+### LLM commentary (optional)
+
+For LM Studio / Ollama (local):
+
+- `fusion_accounting.openai_base_url` = `http://host.docker.internal:1234/v1`
+- `fusion_accounting.openai_model` = your local model name
+- `fusion_accounting.openai_api_key` = `lm-studio` (or anything non-empty)
+- `fusion_accounting.provider.reports_commentary` = `openai`
+
+For OpenAI / Anthropic, set the corresponding API keys via the
+`fusion_accounting_ai` config screen — `reports_commentary` will route
+through whatever provider you choose.
+
+If no provider is configured, commentary falls back to a deterministic
+templated summary (no LLM call).
+
+### Cron jobs
+
+Two cron handlers live in `models/fusion_reports_cron.py`:
+
+- `fusion_reports_commentary_refresh` — daily, regenerates commentary for
+  the most recently completed period
+- `fusion_reports_mv_refresh` — every 15 min, refreshes
+  `fusion.account.balance.mv`
+
+## Public engine API
+
+```python
+engine = env['fusion.report.engine']
+
+# Income statement
+result = engine.compute_pnl(period, comparison='previous_year')
+
+# Balance sheet (point-in-time)
+result = engine.compute_balance_sheet(date(2026, 12, 31))
+
+# Trial balance
+result = engine.compute_trial_balance(period)
+
+# General ledger (journal items per account)
+result = engine.compute_gl(period, account_ids=[1, 2, 3])
+
+# Drill-down (one account, period)
+items = engine.drill_down(account_id=1, period=period)
+```
+
+## JSON-RPC endpoints
+
+All under `/fusion/reports/`:
+
+- `POST /fusion/reports/run` — single entry-point (dispatches by `report_type`)
+- `POST /fusion/reports/drill_down` — journal items for an account+period
+- `POST /fusion/reports/commentary` — fetch/refresh LLM commentary
+- `POST /fusion/reports/anomalies` — flagged variances for a period
+- `POST /fusion/reports/export_xlsx` — XLSX bytes
+- `POST /fusion/reports/export_pdf` — PDF bytes (via wkhtmltopdf)
+- `POST /fusion/reports/list_definitions` — available `fusion.report` records
+- `POST /fusion/reports/period_presets` — date-range presets for the picker
+
+## Test counts
+
+- 130 logical tests, 0 failures, 0 errors
+- 6 performance benchmarks (tagged `benchmark`)
+- 1 local-LLM compat smoke (tagged `local_llm`, skips without LLM)
+- 5 OWL tour tests (tagged `tour`, skips without `websocket-client`)
+
+## See also
+
+- `CLAUDE.md` — agent context (architecture, conventions, perf baseline,
+  Phase 2.5 backlog)
+- `UPGRADE_NOTES.md` — V19 anchor + migration strategy

fusion_accounting/fusion_accounting_reports/UPGRADE_NOTES.md

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+# fusion_accounting_reports — Upgrade Notes
+
+## Odoo Version Anchor
+
+This module targets **Odoo 19.0** (community-base).
+
+Reference snapshot of Enterprise code mirrored from:
+- `account_reports` (Odoo 19.0.x)
+- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_reports/`
+
+## Cross-Version Diff Strategy
+
+When a new Odoo version ships:
+
+1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise version
+2. Note any breaking changes in `account.move.line` / `account.account` API
+   surfaces relied on by `services/totaling.py` and
+   `services/drill_down_resolver.py`
+3. For mirrored OWL components, diff Enterprise's new versions against ours
+   and port material changes (signature renames, new behaviour we want to
+   inherit)
+4. Re-run the full test suite + tour tests + benchmarks against the new Odoo
+   version
+5. Update this file with the new version anchor + any deviations
+
+## V19 Migration Notes (already applied — Phase 1 lessons)
+
+These were the bite-points from Phase 1 (`fusion_accounting_bank_rec`); we
+preempted them in Phase 2 from day one:
+
+- `_sql_constraints` → `models.Constraint` (used in `fusion.report`,
+  `fusion.report.commentary`, `fusion.report.anomaly`)
+- `@api.depends('id')` → removed everywhere; computed fields depend on real
+  field names instead
+- `@route(type='json')` → `type='jsonrpc'` (all 8 endpoints)
+- `numbercall` field on `ir.cron` → omitted (removed in V19)
+- `res.groups.users` → `user_ids`
+- `ir.ui.menu.groups_id` → `group_ids` (used in `views/menu_views.xml` and
+  the two wizard view files for the coexistence-group filter)
+
+## Engine API Stability
+
+The 5 public engine methods (`compute_pnl`, `compute_balance_sheet`,
+`compute_trial_balance`, `compute_gl`, `drill_down`) are the public contract.
+Their signatures are keyword-only after the first positional argument and
+will be treated as semver-stable across patch releases. Breaking changes
+will bump the minor version (e.g. 19.0.2.x.y).
+
+## Phase 2 → Phase 2.5 Migration
+
+If we ship Phase 2.5 (line_spec polish, deferred features, header_only
+flag, prefix overlap fix), changes will go in incremental commits. No DB
+migration needed — Phase 2 schema is forward-compatible:
+
+- `fusion.report.line_specs` is a JSON column; the migration path is to
+  rewrite specs in place
+- `fusion.account.balance.mv` can be dropped/re-created freely
+- `fusion.report.commentary` is a cache; safe to truncate on upgrade
+- `fusion.report.anomaly` records carry Period as date_from/date_to fields;
+  no schema-level changes anticipated

fusion_accounting/fusion_accounting_reports/__init__.py

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+from . import services
+from . import models
+from . import controllers
+from . import reports
+from . import wizards

fusion_accounting/fusion_accounting_reports/__manifest__.py

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+{
+    'name': 'Fusion Accounting Reports',
+    'version': '19.0.1.2.0',
+    'category': 'Accounting/Accounting',
+    'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
+    'description': """
+Fusion Accounting Reports
+=========================
+
+A Fusion-native replacement for Odoo Enterprise's account_reports module.
+
+CORE scope (Phase 2):
+- Income Statement (P&L)
+- Balance Sheet
+- Trial Balance
+- General Ledger (with drill-down)
+
+AI augmentation:
+- Anomaly detection (variance vs prior period)
+- AI commentary (LLM-generated narrative)
+
+Coexists with Enterprise: when account_reports is installed, the Fusion
+menu hides; the engine and AI tools remain available for the chat.
+""",
+    'author': 'Fusion Accounting',
+    'license': 'LGPL-3',
+    'depends': [
+        'fusion_accounting_core',
+        'fusion_accounting_ai',
+        'fusion_accounting_migration',
+        'account',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'data/report_pnl.xml',
+        'data/report_balance_sheet.xml',
+        'data/report_trial_balance.xml',
+        'data/report_general_ledger.xml',
+        'data/report_cash_flow.xml',
+        'data/report_executive_summary.xml',
+        'data/report_tax_report.xml',
+        'data/report_annual_statements.xml',
+        'data/report_aged_receivable.xml',
+        'data/report_aged_payable.xml',
+        'data/report_partner_ledger.xml',
+        'data/cron.xml',
+        'reports/report_pdf_template.xml',
+        'wizards/xlsx_export_wizard_views.xml',
+        'wizards/period_picker_wizard_views.xml',
+        'views/report_actions.xml',
+        'views/menu_views.xml',
+    ],
+    'external_dependencies': {
+        'python': ['xlsxwriter'],
+    },
+    'assets': {
+        'web.assets_backend': [
+            'fusion_accounting_reports/static/src/scss/_variables.scss',
+            'fusion_accounting_reports/static/src/scss/reports.scss',
+            'fusion_accounting_reports/static/src/services/reports_service.js',
+            'fusion_accounting_reports/static/src/views/report_viewer/report_viewer.js',
+            'fusion_accounting_reports/static/src/views/report_viewer/report_viewer.xml',
+            'fusion_accounting_reports/static/src/views/report_viewer/report_viewer_view.js',
+            'fusion_accounting_reports/static/src/components/report_table/report_table.js',
+            'fusion_accounting_reports/static/src/components/report_table/report_table.xml',
+            'fusion_accounting_reports/static/src/components/drill_down_dialog/drill_down_dialog.js',
+            'fusion_accounting_reports/static/src/components/drill_down_dialog/drill_down_dialog.xml',
+            'fusion_accounting_reports/static/src/components/period_filter/period_filter.js',
+            'fusion_accounting_reports/static/src/components/period_filter/period_filter.xml',
+            'fusion_accounting_reports/static/src/components/ai_commentary_panel/ai_commentary_panel.js',
+            'fusion_accounting_reports/static/src/components/ai_commentary_panel/ai_commentary_panel.xml',
+            'fusion_accounting_reports/static/src/components/anomaly_strip/anomaly_strip.js',
+            'fusion_accounting_reports/static/src/components/anomaly_strip/anomaly_strip.xml',
+        ],
+        'web.assets_web_dark': [
+            'fusion_accounting_reports/static/src/scss/reports.dark.scss',
+        ],
+        'web.assets_tests': [
+            'fusion_accounting_reports/static/src/tours/reports_tours.js',
+        ],
+    },
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+    'icon': '/fusion_accounting_reports/static/description/icon.png',
+}

fusion_accounting/fusion_accounting_reports/controllers/__init__.py

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+from . import reports_controller

fusion_accounting/fusion_accounting_reports/controllers/reports_controller.py

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+"""HTTP controller: 8 JSON-RPC endpoints for the OWL reports widget.
+
+All endpoints route through fusion.report.engine - no direct ORM
+aggregation from the controller. Uses V19's type='jsonrpc'.
+"""
+
+import logging
+from datetime import date, datetime
+
+from odoo import _, http
+from odoo.exceptions import ValidationError
+from odoo.http import request
+
+from ..services.anomaly_detection import detect as detect_anomalies
+from ..services.commentary_generator import generate_commentary
+from ..services.date_periods import Period
+
+_logger = logging.getLogger(__name__)
+
+
+REPORT_TYPES = {
+    'pnl', 'balance_sheet', 'trial_balance', 'general_ledger',
+    'aged_receivable', 'aged_payable', 'partner_ledger',
+}
+
+PARTNER_GROUPED_ACCOUNT_TYPE = {
+    'aged_receivable': 'asset_receivable',
+    'aged_payable': 'liability_payable',
+    'partner_ledger': 'asset_receivable',
+}
+
+
+def _parse_date(value):
+    if isinstance(value, date):
+        return value
+    return datetime.strptime(value, '%Y-%m-%d').date()
+
+
+def _build_period(date_from, date_to, label=None):
+    df = _parse_date(date_from)
+    dt = _parse_date(date_to)
+    return Period(date_from=df, date_to=dt, label=label or f"{df} - {dt}")
+
+
+class FusionReportsController(http.Controller):
+
+    @http.route('/fusion/reports/list_available', type='jsonrpc', auth='user')
+    def list_available(self, company_id=None):
+        company_id = int(company_id) if company_id else request.env.company.id
+        Report = request.env['fusion.report'].sudo()
+        reports = Report.search([
+            ('active', '=', True),
+            '|', ('company_id', '=', company_id), ('company_id', '=', False),
+        ], order='sequence, name')
+        return {
+            'reports': [{
+                'id': r.id,
+                'name': r.name,
+                'code': r.code,
+                'report_type': r.report_type,
+                'description': r.description or '',
+                'default_comparison_mode': r.default_comparison_mode,
+            } for r in reports],
+        }
+
+    @http.route('/fusion/reports/run', type='jsonrpc', auth='user')
+    def run(self, report_type, date_from=None, date_to=None,
+            comparison='none', company_id=None, report_code=None):
+        if report_type not in REPORT_TYPES:
+            raise ValidationError(_("Unknown report type: %s") % report_type)
+        company_id = int(company_id) if company_id else request.env.company.id
+        engine = request.env['fusion.report.engine']
+
+        if report_type == 'pnl':
+            period = _build_period(date_from, date_to)
+            return engine.compute_pnl(
+                period, comparison=comparison, company_id=company_id,
+                report_code=report_code,
+            )
+        if report_type == 'balance_sheet':
+            return engine.compute_balance_sheet(
+                _parse_date(date_to),
+                comparison=comparison,
+                company_id=company_id,
+                report_code=report_code,
+            )
+        if report_type == 'trial_balance':
+            period = _build_period(date_from, date_to)
+            return engine.compute_trial_balance(
+                period, company_id=company_id, report_code=report_code,
+            )
+        if report_type in PARTNER_GROUPED_ACCOUNT_TYPE:
+            period = _build_period(date_from, date_to)
+            return engine.compute_partner_grouped(
+                period,
+                account_type=PARTNER_GROUPED_ACCOUNT_TYPE[report_type],
+                comparison=comparison,
+                company_id=company_id,
+            )
+        # general_ledger
+        period = _build_period(date_from, date_to)
+        return engine.compute_gl(
+            period, company_id=company_id, report_code=report_code,
+        )
+
+    @http.route('/fusion/reports/drill_down', type='jsonrpc', auth='user')
+    def drill_down(self, account_id, date_from, date_to, company_id=None):
+        company_id = int(company_id) if company_id else request.env.company.id
+        engine = request.env['fusion.report.engine']
+        period = _build_period(date_from, date_to)
+        rows = engine.drill_down(
+            account_id=int(account_id),
+            period=period,
+            company_id=company_id,
+        )
+        return {'rows': rows, 'count': len(rows)}
+
+    @http.route('/fusion/reports/get_anomalies', type='jsonrpc', auth='user')
+    def get_anomalies(self, report_type, date_from, date_to,
+                      comparison='previous_year', persist=False, company_id=None):
+        company_id = int(company_id) if company_id else request.env.company.id
+        report_result = self.run(
+            report_type=report_type,
+            date_from=date_from, date_to=date_to,
+            comparison=comparison, company_id=company_id,
+        )
+        anomalies = detect_anomalies(report_result)
+        if persist and anomalies:
+            Report = request.env['fusion.report']
+            report_def = Report.search([('report_type', '=', report_type)], limit=1)
+            if report_def:
+                self._persist_anomalies(
+                    report_def,
+                    _parse_date(date_from), _parse_date(date_to),
+                    anomalies,
+                )
+        return {'anomalies': anomalies, 'count': len(anomalies)}
+
+    def _persist_anomalies(self, report, period_from, period_to, anomalies):
+        Anomaly = request.env['fusion.report.anomaly']
+        for a in anomalies:
+            existing = Anomaly.search([
+                ('report_id', '=', report.id),
+                ('period_from', '=', period_from),
+                ('period_to', '=', period_to),
+                ('row_id', '=', a['row_id']),
+            ], limit=1)
+            vals = {
+                'report_id': report.id,
+                'period_from': period_from,
+                'period_to': period_to,
+                'row_id': a['row_id'],
+                'label': a['label'],
+                'current_amount': a['current_amount'],
+                'comparison_amount': a['comparison_amount'],
+                'variance_amount': a['variance_amount'],
+                'variance_pct': a['variance_pct'],
+                'severity': a['severity'],
+                'direction': a['direction'],
+            }
+            if existing:
+                existing.write(vals)
+            else:
+                Anomaly.create(vals)
+
+    @http.route('/fusion/reports/get_commentary', type='jsonrpc', auth='user')
+    def get_commentary(self, report_type, date_from, date_to,
+                       comparison='none', force_regenerate=False, company_id=None):
+        company_id = int(company_id) if company_id else request.env.company.id
+        Report = request.env['fusion.report']
+        Commentary = request.env['fusion.report.commentary']
+        report_def = Report.search([('report_type', '=', report_type)], limit=1)
+        if not report_def:
+            raise ValidationError(_("No report definition for %s") % report_type)
+
+        period_from = _parse_date(date_from)
+        period_to = _parse_date(date_to)
+
+        cached = Commentary.search([
+            ('report_id', '=', report_def.id),
+            ('company_id', '=', company_id),
+            ('period_from', '=', period_from),
+            ('period_to', '=', period_to),
+            ('comparison_mode', '=', comparison),
+        ], limit=1)
+        if cached and not force_regenerate:
+            return {
+                'cached': True,
+                'summary': cached.summary or '',
+                'highlights': cached.highlights or [],
+                'concerns': cached.concerns or [],
+                'next_actions': cached.next_actions or [],
+                'generated_at': str(cached.generated_at),
+            }
+
+        report_result = self.run(
+            report_type=report_type, date_from=date_from,
+            date_to=date_to, comparison=comparison,
+            company_id=company_id,
+        )
+        anomalies = detect_anomalies(report_result)
+        commentary = generate_commentary(
+            request.env,
+            report_result=report_result,
+            anomalies=anomalies,
+        )
+        vals = {
+            'report_id': report_def.id,
+            'company_id': company_id,
+            'period_from': period_from,
+            'period_to': period_to,
+            'comparison_mode': comparison,
+            'summary': commentary.get('summary', ''),
+            'highlights': commentary.get('highlights', []),
+            'concerns': commentary.get('concerns', []),
+            'next_actions': commentary.get('next_actions', []),
+        }
+        if cached:
+            cached.write(vals)
+        else:
+            Commentary.create(vals)
+        return {'cached': False, **commentary}
+
+    @http.route('/fusion/reports/compare_periods', type='jsonrpc', auth='user')
+    def compare_periods(self, report_type, date_from, date_to,
+                        comparison='previous_year', company_id=None):
+        return self.run(
+            report_type=report_type, date_from=date_from,
+            date_to=date_to, comparison=comparison,
+            company_id=company_id,
+        )
+
+    @http.route('/fusion/reports/export_pdf', type='jsonrpc', auth='user')
+    def export_pdf(self, report_type, date_from, date_to,
+                   comparison='none', company_id=None):
+        Report = request.env['fusion.report']
+        report_def = Report.search([('report_type', '=', report_type)], limit=1)
+        if not report_def:
+            return {'status': 'error', 'message': f'No report definition for {report_type}'}
+        company_id = int(company_id) if company_id else request.env.company.id
+        pdf, _ct = request.env['ir.actions.report'].sudo()._render_qweb_pdf(
+            'fusion_accounting_reports.report_pdf_template',
+            res_ids=[report_def.id],
+            data={
+                'report_type': report_type,
+                'date_from': date_from, 'date_to': date_to,
+                'comparison': comparison, 'company_id': company_id,
+            },
+        )
+        import base64
+        return {
+            'status': 'ok',
+            'pdf_base64': base64.b64encode(pdf).decode('ascii'),
+            'filename': f'{report_type}_{date_from}_{date_to}.pdf',
+        }
+
+    @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': 'ok',
+            'xlsx_base64': wizard.xlsx_file.decode('ascii') if wizard.xlsx_file else '',
+            'filename': wizard.xlsx_filename,
+        }

fusion_accounting/fusion_accounting_reports/data/cron.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <record id="cron_fusion_reports_anomaly_scan" model="ir.cron">
+        <field name="name">Fusion Reports - Daily Anomaly Scan</field>
+        <field name="model_id" ref="model_fusion_reports_cron"/>
+        <field name="state">code</field>
+        <field name="code">model._cron_anomaly_scan()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active" eval="True"/>
+    </record>
+
+    <record id="cron_fusion_reports_mv_refresh" model="ir.cron">
+        <field name="name">Fusion Reports - MV Refresh</field>
+        <field name="model_id" ref="model_fusion_reports_cron"/>
+        <field name="state">code</field>
+        <field name="code">model._cron_mv_refresh()</field>
+        <field name="interval_number">15</field>
+        <field name="interval_type">minutes</field>
+        <field name="active" eval="True"/>
+    </record>
+
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_aged_payable.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_aged_payable" model="fusion.report">
+        <field name="name">Aged Payable</field>
+        <field name="code">aged_payable</field>
+        <field name="report_type">aged_payable</field>
+        <field name="sequence">36</field>
+        <field name="description">Per-vendor outstanding payables, bucketed by aging.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Aged Payable', 'account_type_for_grouping': 'liability_payable'}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_aged_receivable.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_aged_receivable" model="fusion.report">
+        <field name="name">Aged Receivable</field>
+        <field name="code">aged_receivable</field>
+        <field name="report_type">aged_receivable</field>
+        <field name="sequence">35</field>
+        <field name="description">Per-customer outstanding receivables, bucketed by aging.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Aged Receivable', 'account_type_for_grouping': 'asset_receivable'}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_annual_statements.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_annual_statements" model="fusion.report">
+        <field name="name">Annual Statements</field>
+        <field name="code">annual_statements</field>
+        <field name="report_type">pnl</field>
+        <field name="sequence">11</field>
+        <field name="default_comparison_mode">previous_year</field>
+        <field name="description">Year-over-year P&amp;L comparison for annual reporting.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Revenue', 'account_type_prefix': 'income', 'sign': -1, 'level': 0},
+            {'label': 'Cost of Goods Sold', 'account_type_prefix': 'expense_direct_cost', 'sign': -1, 'level': 1},
+            {'label': 'Gross Profit', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
+            {'label': 'Operating Expenses', 'account_type_prefix': 'expense', 'sign': -1, 'level': 1},
+            {'label': 'OPERATING INCOME', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_balance_sheet.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="report_balance_sheet" model="fusion.report">
+        <field name="name">Balance Sheet</field>
+        <field name="code">balance_sheet</field>
+        <field name="report_type">balance_sheet</field>
+        <field name="sequence">20</field>
+        <field name="default_comparison_mode">previous_year</field>
+        <field name="description">Statement of financial position as of a given date.</field>
+        <field name="line_specs" eval="[
+            {'label': 'ASSETS', 'level': 0},
+            {'label': 'Current Assets', 'account_type_prefix': 'asset_current', 'sign': 1, 'level': 1},
+            {'label': 'Receivables', 'account_type_prefix': 'asset_receivable', 'sign': 1, 'level': 1},
+            {'label': 'Cash &amp; Bank', 'account_type_prefix': 'asset_cash', 'sign': 1, 'level': 1},
+            {'label': 'Prepayments', 'account_type_prefix': 'asset_prepayments', 'sign': 1, 'level': 1},
+            {'label': 'Non-Current Assets', 'account_type_prefix': 'asset_non_current', 'sign': 1, 'level': 1},
+            {'label': 'Fixed Assets', 'account_type_prefix': 'asset_fixed', 'sign': 1, 'level': 1},
+            {'label': 'TOTAL ASSETS', 'compute': 'subtotal', 'above': 6, 'sign': 1, 'level': 0},
+            {'label': 'LIABILITIES', 'level': 0},
+            {'label': 'Payables', 'account_type_prefix': 'liability_payable', 'sign': -1, 'level': 1},
+            {'label': 'Credit Cards', 'account_type_prefix': 'liability_credit_card', 'sign': -1, 'level': 1},
+            {'label': 'Current Liabilities', 'account_type_prefix': 'liability_current', 'sign': -1, 'level': 1},
+            {'label': 'Non-Current Liabilities', 'account_type_prefix': 'liability_non_current', 'sign': -1, 'level': 1},
+            {'label': 'TOTAL LIABILITIES', 'compute': 'subtotal', 'above': 4, 'sign': 1, 'level': 0},
+            {'label': 'EQUITY', 'level': 0},
+            {'label': 'Equity', 'account_type_prefix': 'equity', 'sign': -1, 'level': 1},
+            {'label': 'TOTAL EQUITY', 'compute': 'subtotal', 'above': 1, 'sign': 1, 'level': 0},
+            {'label': 'TOTAL LIABILITIES + EQUITY', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_cash_flow.xml

@@ -0,0 +1,29 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_cash_flow" model="fusion.report">
+        <field name="name">Cash Flow Statement</field>
+        <field name="code">cash_flow</field>
+        <field name="report_type">pnl</field>
+        <field name="sequence">15</field>
+        <field name="default_comparison_mode">previous_year</field>
+        <field name="description">Cash flow by activity (operating, investing, financing).</field>
+        <field name="line_specs" eval="[
+            {'label': 'Operating Activities', 'level': 0},
+            {'label': 'Net Income (from operations)', 'account_type_prefix': 'income', 'sign': -1, 'level': 1},
+            {'label': 'Depreciation Add-back', 'account_type_prefix': 'expense_depreciation', 'sign': 1, 'level': 1},
+            {'label': 'Operating Cash Flow', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
+
+            {'label': 'Investing Activities', 'level': 0},
+            {'label': 'Fixed Asset Purchases', 'account_type_prefix': 'asset_fixed', 'sign': -1, 'level': 1},
+            {'label': 'Investing Cash Flow', 'compute': 'subtotal', 'above': 1, 'sign': 1, 'level': 0},
+
+            {'label': 'Financing Activities', 'level': 0},
+            {'label': 'Liabilities (long-term)', 'account_type_prefix': 'liability_non_current', 'sign': 1, 'level': 1},
+            {'label': 'Equity', 'account_type_prefix': 'equity', 'sign': 1, 'level': 1},
+            {'label': 'Financing Cash Flow', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
+
+            {'label': 'NET CHANGE IN CASH', 'compute': 'subtotal', 'above': 3, 'sign': 1, 'level': 0}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_executive_summary.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_executive_summary" model="fusion.report">
+        <field name="name">Executive Summary</field>
+        <field name="code">executive_summary</field>
+        <field name="report_type">pnl</field>
+        <field name="sequence">5</field>
+        <field name="default_comparison_mode">previous_year</field>
+        <field name="description">Top-level KPI summary: revenue, expenses, net income, key balance positions.</field>
+        <field name="line_specs" eval="[
+            {'label': 'PROFIT &amp; LOSS', 'level': 0},
+            {'label': 'Revenue', 'account_type_prefix': 'income', 'sign': -1, 'level': 1},
+            {'label': 'Expenses', 'account_type_prefix': 'expense', 'sign': -1, 'level': 1},
+            {'label': 'Net Income', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
+
+            {'label': 'BALANCE POSITIONS', 'level': 0},
+            {'label': 'Cash &amp; Bank', 'account_type_prefix': 'asset_cash', 'sign': 1, 'level': 1},
+            {'label': 'Receivables', 'account_type_prefix': 'asset_receivable', 'sign': 1, 'level': 1},
+            {'label': 'Payables', 'account_type_prefix': 'liability_payable', 'sign': -1, 'level': 1},
+            {'label': 'Net Working Position', 'compute': 'subtotal', 'above': 3, 'sign': 1, 'level': 0}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_general_ledger.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="report_general_ledger" model="fusion.report">
+        <field name="name">General Ledger</field>
+        <field name="code">general_ledger</field>
+        <field name="report_type">general_ledger</field>
+        <field name="sequence">40</field>
+        <field name="default_comparison_mode">none</field>
+        <field name="description">Per-account journal item listing for the period.</field>
+        <field name="line_specs" eval="[
+            {'label': 'All Accounts', 'account_type_prefix': 'asset', 'sign': 1, 'level': 0},
+            {'label': 'All Accounts (liability)', 'account_type_prefix': 'liability', 'sign': 1, 'level': 0},
+            {'label': 'All Accounts (equity)', 'account_type_prefix': 'equity', 'sign': 1, 'level': 0},
+            {'label': 'All Accounts (income)', 'account_type_prefix': 'income', 'sign': 1, 'level': 0},
+            {'label': 'All Accounts (expense)', 'account_type_prefix': 'expense', 'sign': 1, 'level': 0},
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_partner_ledger.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_partner_ledger" model="fusion.report">
+        <field name="name">Partner Ledger</field>
+        <field name="code">partner_ledger</field>
+        <field name="report_type">partner_ledger</field>
+        <field name="sequence">40</field>
+        <field name="description">Per-partner ledger combining receivable and payable activity.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Partner Ledger', 'account_type_for_grouping': 'asset_receivable'}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_pnl.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="report_pnl" model="fusion.report">
+        <field name="name">Profit and Loss</field>
+        <field name="code">pnl</field>
+        <field name="report_type">pnl</field>
+        <field name="sequence">10</field>
+        <field name="default_comparison_mode">previous_year</field>
+        <field name="description">Income Statement summarizing revenue, expenses, and net income for a period.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Revenue', 'account_type_prefix': 'income', 'sign': -1, 'level': 0},
+            {'label': 'Operating Expenses', 'account_type_prefix': 'expense', 'sign': -1, 'level': 0},
+            {'label': 'Net Income', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_tax_report.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="report_tax_summary" model="fusion.report">
+        <field name="name">Tax Summary</field>
+        <field name="code">tax_summary</field>
+        <field name="report_type">trial_balance</field>
+        <field name="sequence">25</field>
+        <field name="description">Tax liability + asset positions. v1: aggregate-level only; per-tax-code breakdown is Phase 2.5.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Tax Asset (recoverable)', 'account_type_prefix': 'asset_current', 'sign': 1, 'level': 0},
+            {'label': 'Tax Liability (collected)', 'account_type_prefix': 'liability_current', 'sign': -1, 'level': 0},
+            {'label': 'NET TAX POSITION', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0}
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/report_trial_balance.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="report_trial_balance" model="fusion.report">
+        <field name="name">Trial Balance</field>
+        <field name="code">trial_balance</field>
+        <field name="report_type">trial_balance</field>
+        <field name="sequence">30</field>
+        <field name="default_comparison_mode">none</field>
+        <field name="description">Per-account balances for verifying that debits equal credits.</field>
+        <field name="line_specs" eval="[
+            {'label': 'Assets', 'account_type_prefix': 'asset', 'sign': 1, 'level': 0},
+            {'label': 'Liabilities', 'account_type_prefix': 'liability', 'sign': -1, 'level': 0},
+            {'label': 'Equity', 'account_type_prefix': 'equity', 'sign': -1, 'level': 0},
+            {'label': 'Income', 'account_type_prefix': 'income', 'sign': -1, 'level': 0},
+            {'label': 'Expenses', 'account_type_prefix': 'expense', 'sign': 1, 'level': 0},
+            {'label': 'Total (should be 0)', 'compute': 'subtotal', 'above': 5, 'sign': 1, 'level': 0},
+        ]"/>
+        <field name="company_id" eval="False"/>
+    </record>
+</odoo>

fusion_accounting/fusion_accounting_reports/data/sql/create_mv_account_balance.sql

@@ -0,0 +1,31 @@
+-- Materialized view: per-account aggregated balances by year-month.
+-- Used by GL drill-down + trial balance for large DBs.
+-- Refresh strategy: cron every 15 minutes (Task 25); CONCURRENTLY-capable
+-- thanks to the unique index.
+
+CREATE MATERIALIZED VIEW IF NOT EXISTS fusion_account_balance_mv AS
+SELECT
+    ROW_NUMBER() OVER (
+        ORDER BY account_id, company_id, DATE_TRUNC('month', date)
+    )::INTEGER AS id,
+    account_id,
+    company_id,
+    DATE_TRUNC('month', date)::date AS period_month,
+    SUM(debit) AS debit,
+    SUM(credit) AS credit,
+    SUM(balance) AS balance,
+    COUNT(*) AS line_count
+FROM account_move_line
+WHERE parent_state = 'posted'
+GROUP BY account_id, company_id, DATE_TRUNC('month', date);
+
+-- The (account_id, company_id, period_month) tuple is the natural key.
+-- We mark it UNIQUE so REFRESH MATERIALIZED VIEW CONCURRENTLY is allowed.
+CREATE UNIQUE INDEX IF NOT EXISTS fusion_account_balance_mv_pkey
+    ON fusion_account_balance_mv (account_id, company_id, period_month);
+-- A separate index on the synthetic id is required by Odoo's ORM, which
+-- expects every model row to be addressable by `id`.
+CREATE UNIQUE INDEX IF NOT EXISTS fusion_account_balance_mv_id_idx
+    ON fusion_account_balance_mv (id);
+CREATE INDEX IF NOT EXISTS fusion_account_balance_mv_company_month
+    ON fusion_account_balance_mv (company_id, period_month);

fusion_accounting/fusion_accounting_reports/graphify-out/GRAPH_REPORT.md

@@ -0,0 +1,278 @@
+# Graph Report - /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports  (2026-04-22)
+
+## Corpus Check
+- 66 files · ~18,059 words
+- Verdict: corpus is large enough that graph structure adds value.
+
+## Summary
+- 457 nodes · 729 edges · 38 communities detected
+- Extraction: 69% EXTRACTED · 31% INFERRED · 0% AMBIGUOUS · INFERRED: 229 edges (avg confidence: 0.71)
+- Token cost: 0 input · 0 output
+
+## Community Hubs (Navigation)
+- [[_COMMUNITY_Community 0|Community 0]]
+- [[_COMMUNITY_Community 1|Community 1]]
+- [[_COMMUNITY_Community 2|Community 2]]
+- [[_COMMUNITY_Community 3|Community 3]]
+- [[_COMMUNITY_Community 4|Community 4]]
+- [[_COMMUNITY_Community 5|Community 5]]
+- [[_COMMUNITY_Community 6|Community 6]]
+- [[_COMMUNITY_Community 7|Community 7]]
+- [[_COMMUNITY_Community 8|Community 8]]
+- [[_COMMUNITY_Community 9|Community 9]]
+- [[_COMMUNITY_Community 10|Community 10]]
+- [[_COMMUNITY_Community 11|Community 11]]
+- [[_COMMUNITY_Community 12|Community 12]]
+- [[_COMMUNITY_Community 13|Community 13]]
+- [[_COMMUNITY_Community 14|Community 14]]
+- [[_COMMUNITY_Community 15|Community 15]]
+- [[_COMMUNITY_Community 16|Community 16]]
+- [[_COMMUNITY_Community 17|Community 17]]
+- [[_COMMUNITY_Community 18|Community 18]]
+- [[_COMMUNITY_Community 19|Community 19]]
+- [[_COMMUNITY_Community 20|Community 20]]
+- [[_COMMUNITY_Community 21|Community 21]]
+- [[_COMMUNITY_Community 22|Community 22]]
+- [[_COMMUNITY_Community 23|Community 23]]
+- [[_COMMUNITY_Community 24|Community 24]]
+- [[_COMMUNITY_Community 25|Community 25]]
+- [[_COMMUNITY_Community 26|Community 26]]
+- [[_COMMUNITY_Community 27|Community 27]]
+- [[_COMMUNITY_Community 28|Community 28]]
+- [[_COMMUNITY_Community 29|Community 29]]
+- [[_COMMUNITY_Community 30|Community 30]]
+- [[_COMMUNITY_Community 31|Community 31]]
+- [[_COMMUNITY_Community 32|Community 32]]
+- [[_COMMUNITY_Community 33|Community 33]]
+- [[_COMMUNITY_Community 34|Community 34]]
+- [[_COMMUNITY_Community 35|Community 35]]
+- [[_COMMUNITY_Community 36|Community 36]]
+- [[_COMMUNITY_Community 37|Community 37]]
+
+## God Nodes (most connected - your core abstractions)
+1. `Period` - 78 edges
+2. `TotalLine` - 31 edges
+3. `compute_pnl()` - 17 edges
+4. `TestFusionReportEngine` - 14 edges
+5. `compute_balance_sheet()` - 13 edges
+6. `TestReportsController` - 12 edges
+7. `TestDatePeriods` - 12 edges
+8. `TestSeededReports` - 11 edges
+9. `compute_trial_balance()` - 11 edges
+10. `run()` - 11 edges
+
+## Surprising Connections (you probably didn't know these)
+- `Local LLM compat smoke for the commentary generator.  Auto-detects an LM Studio` --uses--> `Period`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/tests/test_local_llm_compat.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/services/date_periods.py
+- `Return (base_url, default_model) for the first reachable server, or     (None, N` --uses--> `Period`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/tests/test_local_llm_compat.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/services/date_periods.py
+- `Performance benchmarks with P95 targets, tagged 'benchmark'.  These tests are no` --uses--> `Period`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/tests/test_performance_benchmarks.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/services/date_periods.py
+- `Verify the seeded fusion.report definitions load and compute sensibly.` --uses--> `Period`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/tests/test_seeded_reports.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/services/date_periods.py
+- `Unit tests for date_periods, account_hierarchy, totaling services.` --uses--> `Period`  [INFERRED]
+  /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/tests/test_services_unit.py → /Users/gurpreet/Github/Odoo-Modules/fusion_accounting_reports/services/date_periods.py
+
+## Communities
+
+### Community 0 - "Community 0"
+Cohesion: 0.05
+Nodes (46): Period, compute_balance_sheet(), compute_gl(), compute_pnl(), compute_trial_balance(), drill_down(), FusionReportEngine, The reports engine - orchestrator for all report computation.  5-method public A (+38 more)
+
+### Community 1 - "Community 1"
+Cohesion: 0.05
+Nodes (14): Coexistence tests for fusion_accounting_reports.  Mirrors Phase 1's coexistence, The engine is registered regardless of Enterprise install state., TestReportsCoexistence, Tests for fusion.report.commentary cache model., TestFusionReportCommentary, Tests for fusion.report definition model., TestFusionReport, Tests for the 5 fusion AI tools registered in TOOL_DISPATCH. (+6 more)
+
+### Community 2 - "Community 2"
+Cohesion: 0.08
+Nodes (19): comparison_period(), fiscal_year_bounds(), month_bounds(), quarter_bounds(), Date period math for financial reports.  Pure-Python helpers that compute: - Fis, Return the fiscal year period containing `reference_date`.      Default: calenda, Return the calendar month containing `reference_date`., Return the calendar quarter containing `reference_date`. (+11 more)
+
+### Community 3 - "Community 3"
+Cohesion: 0.07
+Nodes (4): PeriodFilter, ReportTable, ReportViewer, ReportsService
+
+### Community 4 - "Community 4"
+Cohesion: 0.1
+Nodes (12): Anomaly, detect(), Anomaly detection for financial reports.  Compares each row's current-period amo, Detect anomalies in a report_result dict (engine output).      Returns list of a, _cron_anomaly_scan(), _cron_mv_refresh(), FusionReportsCron, Cron handlers for fusion_accounting_reports.  Two scheduled jobs: - _cron_anomal (+4 more)
+
+### Community 5 - "Community 5"
+Cohesion: 0.11
+Nodes (14): generate_commentary(), _get_provider(), AI-generated narrative commentary for financial reports.  Takes a report_result, Generate narrative commentary via LLM. Returns dict per the contract.      If no, No-LLM fallback that produces a basic narrative from the report data., Look up provider for 'reports_commentary' feature; return None if not configured, _templated_fallback(), Tests for commentary_generator service. (+6 more)
+
+### Community 6 - "Community 6"
+Cohesion: 0.14
+Nodes (7): HttpCase, _percentile(), Performance benchmarks with P95 targets, tagged 'benchmark'.  These tests are no, TestControllerBenchmarks, TestEngineBenchmarks, Python wrappers that run the OWL tours via HttpCase.start_tour.  Tours require a, TestReportsTours
+
+### Community 7 - "Community 7"
+Cohesion: 0.18
+Nodes (10): AccountNode, build_tree(), filter_by_account_type(), Account hierarchy walker.  Given a flat list of accounts with parent_id pointers, Build a forest from a flat list of account dicts.      Each dict must have keys:, Depth-first walk yielding (node, depth, ancestors)., Return all nodes whose account_type starts with type_prefix     (e.g. 'asset_' r, walk() (+2 more)
+
+### Community 8 - "Community 8"
+Cohesion: 0.17
+Nodes (10): test_aggregate_sum_equals_input_sum(), test_balanced_iff_debits_equal_credits(), TestTotaling, aggregate(), aggregate_per_account(), is_balanced(), Move-line aggregation primitives for report totaling.  Pure-Python helpers - cal, Aggregate a list of move-line dicts into a TotalLine.      Each dict must have: (+2 more)
+
+### Community 9 - "Community 9"
+Cohesion: 0.22
+Nodes (11): compute_partner_grouped(), _build_period(), compare_periods(), drill_down(), export_xlsx(), FusionReportsController, get_anomalies(), get_commentary() (+3 more)
+
+### Community 10 - "Community 10"
+Cohesion: 0.17
+Nodes (8): ConversionRate, convert_amount(), fetch_rates(), Multi-currency conversion for financial reports.  Converts move-line amounts to, Convert `amount` from source to target at the given date.      `rates` is a dict, Fetch all relevant rates from res.currency.rate as of a given date.      Returns, Unit tests for currency_conversion service., TestCurrencyConversion
+
+### Community 11 - "Community 11"
+Cohesion: 0.19
+Nodes (4): FusionReportAnomaly, Persisted anomaly flags from the engine's variance detection.  Each row captures, Tests for fusion.report.anomaly model., TestFusionReportAnomaly
+
+### Community 12 - "Community 12"
+Cohesion: 0.26
+Nodes (2): Controller tests using HttpCase for the 8 JSON-RPC endpoints., TestReportsController
+
+### Community 13 - "Community 13"
+Cohesion: 0.23
+Nodes (6): DrillDownRow, fetch_drill_down(), Drill-down: from a report line to its underlying journal items.  Given an accoun, Fetch journal items for an account within a date range.      Returns flat list o, Tests for drill_down_resolver., TestDrillDownResolver
+
+### Community 14 - "Community 14"
+Cohesion: 0.22
+Nodes (5): build_prompt(), LLM prompt for AI report commentary.  Provider-agnostic system + user prompt bui, Build (system_prompt, user_prompt) tuple., Tests for commentary_prompt module., TestCommentaryPrompt
+
+### Community 15 - "Community 15"
+Cohesion: 0.2
+Nodes (6): FusionMigrationWizard, Reports-specific migration step.  Ensures the 4 CORE report definitions are pres, Verify all 4 CORE report definitions exist., Override to add reports-bootstrap step at the end of the chain., Tests for the reports-bootstrap migration step., TestMigrationRoundTrip
+
+### Community 16 - "Community 16"
+Cohesion: 0.22
+Nodes (5): FusionAccountBalanceMV, Materialized view of per-account-per-month balances.  Created lazily by init() (, _refresh(), Tests for fusion_account_balance MV., TestAccountBalanceMV
+
+### Community 17 - "Community 17"
+Cohesion: 0.22
+Nodes (2): Verify the seeded fusion.report definitions load and compute sensibly., TestSeededReports
+
+### Community 18 - "Community 18"
+Cohesion: 0.25
+Nodes (4): Tests for XLSX export wizard., TestXlsxExport, FusionXlsxExportWizard, XLSX export wizard for fusion financial reports.
+
+### Community 19 - "Community 19"
+Cohesion: 0.5
+Nodes (1): DrillDownDialog
+
+### Community 20 - "Community 20"
+Cohesion: 0.5
+Nodes (1): AnomalyStrip
+
+### Community 21 - "Community 21"
+Cohesion: 0.67
+Nodes (1): Pre-migration: convert legacy act_window report actions to client actions.  In 1
+
+### Community 22 - "Community 22"
+Cohesion: 0.67
+Nodes (2): FusionReport, Persistent definition of a Fusion financial report.  Each report (P&L, balance s
+
+### Community 23 - "Community 23"
+Cohesion: 0.67
+Nodes (2): FusionReportCommentary, Cached AI-generated commentary for a report run.  One row per (report, period_fr
+
+### Community 24 - "Community 24"
+Cohesion: 1.0
+Nodes (1): AiCommentaryPanel
+
+### Community 25 - "Community 25"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 26 - "Community 26"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 27 - "Community 27"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 28 - "Community 28"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 29 - "Community 29"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 30 - "Community 30"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 31 - "Community 31"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 32 - "Community 32"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 33 - "Community 33"
+Cohesion: 1.0
+Nodes (1): Run last-month P&L vs prior-year-same-month and persist anomalies.
+
+### Community 34 - "Community 34"
+Cohesion: 1.0
+Nodes (1): REFRESH CONCURRENTLY via dedicated autocommit cursor.          REFRESH MATERIALI
+
+### Community 35 - "Community 35"
+Cohesion: 1.0
+Nodes (1): Refresh the MV. Falls back to non-concurrent if CONCURRENTLY fails.          REF
+
+### Community 36 - "Community 36"
+Cohesion: 1.0
+Nodes (0): 
+
+### Community 37 - "Community 37"
+Cohesion: 1.0
+Nodes (0): 
+
+## Knowledge Gaps
+- **66 isolated node(s):** `Pre-migration: convert legacy act_window report actions to client actions.  In 1`, `Unit tests for anomaly_detection service.`, `Tests for commentary_prompt module.`, `Tests for the PDF export.`, `Tests for fusion.report.commentary cache model.` (+61 more)
+  These have ≤1 connection - possible missing edges or undocumented components.
+- **Thin community `Community 24`** (2 nodes): `AiCommentaryPanel`, `ai_commentary_panel.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 25`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 26`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 27`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 28`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 29`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 30`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 31`** (1 nodes): `__init__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 32`** (1 nodes): `__manifest__.py`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 33`** (1 nodes): `Run last-month P&L vs prior-year-same-month and persist anomalies.`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 34`** (1 nodes): `REFRESH CONCURRENTLY via dedicated autocommit cursor.          REFRESH MATERIALI`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 35`** (1 nodes): `Refresh the MV. Falls back to non-concurrent if CONCURRENTLY fails.          REF`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 36`** (1 nodes): `reports_tours.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+- **Thin community `Community 37`** (1 nodes): `report_viewer_view.js`
+  Too small to be a meaningful cluster - may be noise or needs more connections extracted.
+
+## Suggested Questions
+_Questions this graph is uniquely positioned to answer:_
+
+- **Why does `Period` connect `Community 0` to `Community 2`, `Community 5`, `Community 6`, `Community 7`, `Community 8`, `Community 9`, `Community 17`, `Community 18`?**
+  _High betweenness centrality (0.301) - this node is a cross-community bridge._
+- **Why does `TestControllerBenchmarks` connect `Community 6` to `Community 0`?**
+  _High betweenness centrality (0.085) - this node is a cross-community bridge._
+- **Why does `TestCurrencyConversion` connect `Community 10` to `Community 1`?**
+  _High betweenness centrality (0.055) - this node is a cross-community bridge._
+- **Are the 72 inferred relationships involving `Period` (e.g. with `TestServiceInvariants` and `TestLineResolverInvariants`) actually correct?**
+  _`Period` has 72 INFERRED edges - model-reasoned connections that need verification._
+- **Are the 29 inferred relationships involving `TotalLine` (e.g. with `TestServiceInvariants` and `TestLineResolverInvariants`) actually correct?**
+  _`TotalLine` has 29 INFERRED edges - model-reasoned connections that need verification._
+- **Are the 14 inferred relationships involving `compute_pnl()` (e.g. with `.test_commentary_with_local_llm()` and `.test_compute_pnl_p95()`) actually correct?**
+  _`compute_pnl()` has 14 INFERRED edges - model-reasoned connections that need verification._
+- **What connects `Pre-migration: convert legacy act_window report actions to client actions.  In 1`, `Unit tests for anomaly_detection service.`, `Tests for commentary_prompt module.` to the rest of the system?**
+  _66 weakly-connected nodes found - possible documentation gaps or missing edges._

fusion_accounting/fusion_accounting_reports/graphify-out/cache/19409a0229ba2e6a4ca7a37f5e8e9460caef4b8e834b36afb53eada7fe664be1.json

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fusion_accounting/fusion_accounting_reports/graphify-out/cache/d36e1d846574ec644aba512a2f1896e78ed55173013c61f5e337b61c7ba92b4e.json

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fusion_accounting/fusion_accounting_reports/graphify-out/cache/f332f5d6bb481a6ffc2660912587320fd2ecb098966f9aa205a29d4747ac258b.json

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fusion_accounting/fusion_accounting_reports/graphify-out/cache/fc4446d214ed81948e0f3e71cfdffe9c644f40a96d57e220881f19d9b82c3a56.json

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fusion_accounting/fusion_accounting_reports/migrations/19.0.1.1.2/pre-migration.py

@@ -0,0 +1,73 @@
+"""Pre-migration: convert legacy act_window report actions to client actions.
+
+In 19.0.1.1.1 we shipped 11 ``ir.actions.act_window`` records with
+``view_mode='fusion_reports'``. Odoo's act_window resolver requires a
+matching ``ir.ui.view`` record per view_mode, so clicking those menus
+raised "View types not defined fusion_reports".
+
+19.0.1.1.2 reissues the same xml_ids as ``ir.actions.client`` records
+with ``tag='fusion_reports'``. Odoo refuses to update a record across
+models, so this pre-migration drops the legacy records before the new
+data file loads. Idempotent: safe to re-run.
+"""
+
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+LEGACY_XIDS = (
+    'action_fusion_report_pnl',
+    'action_fusion_report_balance_sheet',
+    'action_fusion_report_trial_balance',
+    'action_fusion_report_general_ledger',
+    'action_fusion_report_cash_flow',
+    'action_fusion_report_executive_summary',
+    'action_fusion_report_annual_statements',
+    'action_fusion_report_tax_summary',
+    'action_fusion_report_aged_receivable',
+    'action_fusion_report_aged_payable',
+    'action_fusion_report_partner_ledger',
+)
+
+
+def migrate(cr, version):
+    if not version:
+        return
+    deleted = 0
+    for name in LEGACY_XIDS:
+        cr.execute(
+            """
+            SELECT id, model, res_id
+            FROM ir_model_data
+            WHERE module = 'fusion_accounting_reports' AND name = %s
+            """,
+            (name,),
+        )
+        row = cr.fetchone()
+        if not row:
+            continue
+        ir_md_id, model, res_id = row
+        if model != 'ir.actions.act_window':
+            continue
+        cr.execute(
+            "DELETE FROM ir_act_window WHERE id = %s",
+            (res_id,),
+        )
+        cr.execute(
+            "DELETE FROM ir_actions WHERE id = %s",
+            (res_id,),
+        )
+        cr.execute(
+            "DELETE FROM ir_model_data WHERE id = %s",
+            (ir_md_id,),
+        )
+        deleted += 1
+        _logger.info("Dropped legacy act_window for fusion_accounting_reports.%s", name)
+
+    if deleted:
+        _logger.info(
+            "fusion_accounting_reports pre-migration: dropped %d legacy "
+            "act_window records to make way for ir.actions.client variants.",
+            deleted,
+        )

fusion_accounting/fusion_accounting_reports/models/__init__.py

@@ -0,0 +1,7 @@
+from . import fusion_report
+from . import fusion_report_engine
+from . import fusion_report_commentary
+from . import fusion_report_anomaly
+from . import fusion_account_balance_mv
+from . import fusion_reports_cron
+from . import fusion_migration_wizard

fusion_accounting/fusion_accounting_reports/models/fusion_account_balance_mv.py

@@ -0,0 +1,80 @@
+"""Materialized view of per-account-per-month balances.
+
+Created lazily by init() (called by Odoo on install/upgrade). Refresh
+via the model's _refresh() method or via cron (Task 25)."""
+
+import logging
+import os
+
+from odoo import api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionAccountBalanceMV(models.Model):
+    _name = "fusion.account.balance.mv"
+    _description = "MV of per-account per-month aggregated balances"
+    _auto = False
+    _table = "fusion_account_balance_mv"
+    _order = "period_month desc, account_id"
+
+    account_id = fields.Many2one('account.account', readonly=True)
+    company_id = fields.Many2one('res.company', readonly=True)
+    period_month = fields.Date(readonly=True)
+    debit = fields.Float(readonly=True)
+    credit = fields.Float(readonly=True)
+    balance = fields.Float(readonly=True)
+    line_count = fields.Integer(readonly=True)
+
+    def init(self):
+        # If the MV exists but is missing the synthetic `id` column (e.g. from
+        # an earlier dev install), drop it so the new schema applies cleanly.
+        self.env.cr.execute(
+            """
+            SELECT 1
+            FROM pg_matviews mv
+            JOIN pg_attribute a
+              ON a.attrelid = (mv.schemaname || '.' || mv.matviewname)::regclass
+             AND a.attname = 'id'
+            WHERE mv.matviewname = 'fusion_account_balance_mv'
+            """
+        )
+        if not self.env.cr.fetchone():
+            self.env.cr.execute(
+                "DROP MATERIALIZED VIEW IF EXISTS fusion_account_balance_mv"
+            )
+        sql_path = os.path.join(
+            os.path.dirname(__file__), '..', 'data', 'sql',
+            'create_mv_account_balance.sql',
+        )
+        with open(sql_path, 'r') as f:
+            self.env.cr.execute(f.read())
+        _logger.info(
+            "fusion_account_balance_mv: created/verified MV + indexes")
+
+    @api.model
+    def _refresh(self, *, concurrently=True):
+        """Refresh the MV. Falls back to non-concurrent if CONCURRENTLY fails.
+
+        REFRESH MATERIALIZED VIEW CONCURRENTLY requires the MV to be already
+        populated and an autocommit-capable cursor; the cron path in Task 25
+        opens a dedicated cursor for that. This helper keeps callers safe by
+        retrying without CONCURRENTLY on failure."""
+        keyword = "CONCURRENTLY" if concurrently else ""
+        try:
+            self.env.cr.execute(
+                f"REFRESH MATERIALIZED VIEW {keyword} fusion_account_balance_mv"
+            )
+            _logger.debug(
+                "fusion_account_balance_mv refreshed (%s)",
+                'concurrent' if concurrently else 'blocking',
+            )
+        except Exception as e:
+            if concurrently:
+                _logger.warning(
+                    "Concurrent MV refresh failed (%s); falling back", e)
+                self.env.cr.execute(
+                    "REFRESH MATERIALIZED VIEW fusion_account_balance_mv"
+                )
+            else:
+                raise

fusion_accounting/fusion_accounting_reports/models/fusion_migration_wizard.py

@@ -0,0 +1,35 @@
+"""Reports-specific migration step.
+
+Ensures the 4 CORE report definitions are present after migration."""
+
+import logging
+
+from odoo import models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionMigrationWizard(models.TransientModel):
+    _inherit = "fusion.migration.wizard"
+
+    def _reports_bootstrap_step(self):
+        """Verify all 4 CORE report definitions exist."""
+        Report = self.env['fusion.report'].sudo()
+        expected = ['pnl', 'balance_sheet', 'trial_balance', 'general_ledger']
+        present = Report.search([('report_type', 'in', expected)]).mapped('report_type')
+        missing = set(expected) - set(present)
+        return {
+            'step': 'reports_bootstrap',
+            'expected_reports': expected,
+            'present_reports': list(present),
+            'missing_reports': list(missing),
+        }
+
+    def action_run_migration(self):
+        """Override to add reports-bootstrap step at the end of the chain."""
+        result = super().action_run_migration() if hasattr(super(), 'action_run_migration') else None
+        try:
+            self._reports_bootstrap_step()
+        except Exception as e:
+            _logger.warning("reports_bootstrap_step failed: %s", e)
+        return result

fusion_accounting/fusion_accounting_reports/models/fusion_report.py

@@ -0,0 +1,66 @@
+"""Persistent definition of a Fusion financial report.
+
+Each report (P&L, balance sheet, trial balance, GL) has ONE row in
+fusion.report describing its metadata + line specs. The line specs
+are stored as a JSON-typed field for flexibility (each line spec
+includes account_type filter, sub-totaling rules, sign convention)."""
+
+from odoo import _, api, fields, models
+
+
+REPORT_TYPES = [
+    ('pnl', 'Income Statement (P&L)'),
+    ('balance_sheet', 'Balance Sheet'),
+    ('trial_balance', 'Trial Balance'),
+    ('general_ledger', 'General Ledger'),
+    ('aged_receivable', 'Aged Receivable'),
+    ('aged_payable', 'Aged Payable'),
+    ('partner_ledger', 'Partner Ledger'),
+]
+
+
+class FusionReport(models.Model):
+    _name = "fusion.report"
+    _description = "Fusion Financial Report Definition"
+    _order = "sequence, id"
+
+    name = fields.Char(required=True, translate=True)
+    code = fields.Char(
+        required=True,
+        help="Unique technical code (e.g. 'pnl', 'balance_sheet').",
+    )
+    report_type = fields.Selection(REPORT_TYPES, required=True)
+    sequence = fields.Integer(default=10)
+    description = fields.Text()
+    active = fields.Boolean(default=True)
+
+    # Layout config - stored as JSON for flexibility per report type.
+    # Example for P&L:
+    # [
+    #   {"label": "Revenue", "account_type_prefix": "income_", "sign": 1},
+    #   {"label": "Cost of Goods Sold", "account_type_prefix": "expense_direct_", "sign": -1},
+    #   {"label": "Gross Profit", "compute": "subtotal", "above": 2},
+    #   ...
+    # ]
+    line_specs = fields.Json(string="Line Specs")
+
+    show_zero_balances = fields.Boolean(default=False)
+    show_unposted = fields.Boolean(default=False)
+    default_comparison_mode = fields.Selection(
+        [
+            ('none', 'No comparison'),
+            ('previous_period', 'Previous Period'),
+            ('previous_year', 'Previous Year'),
+        ],
+        default='none',
+    )
+
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+
+    _unique_company_code = models.Constraint(
+        'UNIQUE(company_id, code)',
+        'Report code must be unique per company.',
+    )

fusion_accounting/fusion_accounting_reports/models/fusion_report_anomaly.py

@@ -0,0 +1,56 @@
+"""Persisted anomaly flags from the engine's variance detection.
+
+Each row captures one flagged report row variance. Used by the OWL
+anomaly_strip + the audit trail."""
+
+from odoo import _, api, fields, models
+
+
+SEVERITY = [('low', 'Low'), ('medium', 'Medium'), ('high', 'High')]
+DIRECTION = [('increase', 'Increase'), ('decrease', 'Decrease')]
+
+
+class FusionReportAnomaly(models.Model):
+    _name = "fusion.report.anomaly"
+    _description = "Flagged Report Variance"
+    _order = "detected_at desc, severity desc"
+
+    report_id = fields.Many2one('fusion.report', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    period_from = fields.Date(required=True)
+    period_to = fields.Date(required=True)
+
+    row_id = fields.Char(required=True, help="Engine-generated row id (e.g. 'line_3').")
+    label = fields.Char(required=True)
+    current_amount = fields.Float()
+    comparison_amount = fields.Float()
+    variance_amount = fields.Float()
+    variance_pct = fields.Float()
+    severity = fields.Selection(SEVERITY, required=True)
+    direction = fields.Selection(DIRECTION, required=True)
+
+    detected_at = fields.Datetime(default=fields.Datetime.now, required=True)
+    state = fields.Selection([
+        ('new', 'New'),
+        ('acknowledged', 'Acknowledged'),
+        ('investigating', 'Investigating'),
+        ('resolved', 'Resolved'),
+        ('dismissed', 'Dismissed'),
+    ], default='new', required=True)
+    notes = fields.Text()
+    acknowledged_by = fields.Many2one('res.users')
+    acknowledged_at = fields.Datetime()
+
+    def action_acknowledge(self):
+        self.write({
+            'state': 'acknowledged',
+            'acknowledged_by': self.env.uid,
+            'acknowledged_at': fields.Datetime.now(),
+        })
+
+    def action_dismiss(self):
+        self.write({'state': 'dismissed'})
+
+    def action_resolve(self):
+        self.write({'state': 'resolved'})

fusion_accounting/fusion_accounting_reports/models/fusion_report_commentary.py

@@ -0,0 +1,43 @@
+"""Cached AI-generated commentary for a report run.
+
+One row per (report, period_from, period_to, comparison_mode, company).
+Refreshed on demand or via cron when the underlying data has changed."""
+
+from odoo import _, api, fields, models
+
+
+class FusionReportCommentary(models.Model):
+    _name = "fusion.report.commentary"
+    _description = "AI-Generated Report Commentary Cache"
+    _order = "generated_at desc"
+
+    report_id = fields.Many2one('fusion.report', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    period_from = fields.Date(required=True)
+    period_to = fields.Date(required=True)
+    comparison_mode = fields.Selection([
+        ('none', 'None'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none', required=True)
+
+    summary = fields.Text()
+    highlights = fields.Json()  # list of strings
+    concerns = fields.Json()    # list of strings
+    next_actions = fields.Json()  # list of strings
+
+    generated_at = fields.Datetime(default=fields.Datetime.now, required=True)
+    generated_by = fields.Selection([
+        ('on_demand', 'On Demand'),
+        ('cron', 'Cron'),
+        ('templated', 'Templated Fallback'),
+    ], default='on_demand', required=True)
+
+    provider = fields.Char(help="LLM provider used (e.g. 'openai', 'claude', 'local'). "
+                                "Empty for templated fallback.")
+
+    _unique_period = models.Constraint(
+        'UNIQUE(report_id, company_id, period_from, period_to, comparison_mode)',
+        'Only one commentary cache row per report+period+mode.',
+    )

fusion_accounting/fusion_accounting_reports/models/fusion_report_engine.py

@@ -0,0 +1,424 @@
+"""The reports engine - orchestrator for all report computation.
+
+5-method public API. All controllers, AI tools, wizards, exports must
+go through these methods; no direct ORM aggregation queries from
+anywhere else.
+
+Internal pipeline (per report run):
+1. Validate (period valid, company allowed, report exists)
+2. Fetch account hierarchy (cached per (company, fiscal_year))
+3. Aggregate move lines per account (the SQL workhorse)
+4. Resolve line_specs into report rows
+5. (Optional) Compute comparison-period rows
+6. (Optional) Detect anomalies (deferred to later tasks)
+"""
+
+import logging
+from datetime import date, timedelta
+
+from odoo import _, api, models
+from odoo.exceptions import ValidationError
+
+from ..services.account_hierarchy import build_tree
+from ..services.date_periods import Period, comparison_period as _comp_period
+from ..services.drill_down_resolver import fetch_drill_down
+from ..services.line_resolver import resolve as _resolve_lines
+from ..services.totaling import TotalLine
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionReportEngine(models.AbstractModel):
+    _name = "fusion.report.engine"
+    _description = "Fusion Financial Reports Engine"
+
+    # ============================================================
+    # PUBLIC API (5 methods)
+    # ============================================================
+
+    @api.model
+    def compute_pnl(
+        self, period: Period, *, comparison: str = 'none',
+        company_id: int | None = None, report_code: str | None = None,
+    ) -> dict:
+        """Income statement (P&L) for the given period.
+
+        ``report_code`` selects between multiple PnL-typed report definitions
+        (``pnl``, ``cash_flow``, ``executive_summary``, ``annual_statements``).
+        When omitted, falls back to the canonical ``pnl`` definition.
+        """
+        report = self._get_report(
+            'pnl', company_id=company_id, code=report_code,
+        )
+        return self._compute(
+            report, period, comparison=comparison, company_id=company_id,
+        )
+
+    @api.model
+    def compute_balance_sheet(
+        self, date_to: date, *, comparison: str = 'none',
+        company_id: int | None = None, report_code: str | None = None,
+    ) -> dict:
+        """Balance sheet AS OF date_to. Period.date_from is set to a
+        far-past date so balances are cumulative-since-inception."""
+        report = self._get_report(
+            'balance_sheet', company_id=company_id, code=report_code,
+        )
+        period = Period(
+            date_from=date(1970, 1, 1),
+            date_to=date_to,
+            label=f"As of {date_to}",
+        )
+        return self._compute(
+            report, period, comparison=comparison, company_id=company_id,
+        )
+
+    @api.model
+    def compute_trial_balance(
+        self, period: Period, *, company_id: int | None = None,
+        report_code: str | None = None,
+    ) -> dict:
+        """Trial balance for the given period - every account with
+        non-zero balance.
+
+        ``report_code`` selects between multiple TB-typed reports (e.g.
+        ``trial_balance``, ``tax_summary``).
+        """
+        report = self._get_report(
+            'trial_balance', company_id=company_id, code=report_code,
+        )
+        return self._compute(
+            report, period, comparison='none', company_id=company_id,
+        )
+
+    @api.model
+    def compute_gl(
+        self, period: Period, *, account_ids: list | None = None,
+        company_id: int | None = None, report_code: str | None = None,
+    ) -> dict:
+        """General ledger for the given period.
+
+        Returns per-account move-line listings rather than aggregated rows."""
+        report = self._get_report(
+            'general_ledger', company_id=company_id, code=report_code,
+        )
+        company_id = company_id or self.env.company.id
+        result = self._compute(
+            report, period, comparison='none', company_id=company_id,
+        )
+        gl_by_account = {}
+        target_ids = account_ids or list(result.get('account_totals', {}).keys())
+        for acct_id in target_ids:
+            gl_by_account[acct_id] = fetch_drill_down(
+                self.env,
+                account_id=acct_id,
+                date_from=period.date_from,
+                date_to=period.date_to,
+                company_id=company_id,
+                limit=200,
+            )
+        result['gl_by_account'] = gl_by_account
+        return result
+
+    @api.model
+    def drill_down(
+        self, *, account_id: int, period: Period,
+        company_id: int | None = None,
+    ) -> list:
+        """Drill into a report line: list the journal items behind it."""
+        company_id = company_id or self.env.company.id
+        return fetch_drill_down(
+            self.env,
+            account_id=account_id,
+            date_from=period.date_from,
+            date_to=period.date_to,
+            company_id=company_id,
+            limit=500,
+        )
+
+    @api.model
+    def compute_partner_grouped(
+        self, period: Period, *, account_type: str = 'asset_receivable',
+        comparison: str = 'none', company_id: int | None = None,
+    ) -> dict:
+        """Per-partner aggregation report (Aged Receivable, Aged Payable,
+        Partner Ledger).
+
+        Returns a dict with ``rows`` = list of partner-level aggregates.
+        Each row has the partner_id, partner_name, total residual, and
+        aging buckets: current / 1-30 / 31-60 / 61-90 / 90+ days past
+        ``period.date_to``.
+
+        SQL-direct for performance: a single GROUP BY query with conditional
+        sum per bucket. Only un-reconciled, posted lines with non-zero
+        residual at the as-of date are included.
+        """
+        company_id = company_id or self.env.company.id
+
+        accounts = self.env['account.account'].sudo().search([
+            ('account_type', '=', account_type),
+            ('company_ids', 'in', company_id),
+        ])
+        if not accounts:
+            return {
+                'report_type': 'partner_grouped',
+                'account_type': account_type,
+                'period': {
+                    'date_from': str(period.date_from),
+                    'date_to': str(period.date_to),
+                    'label': period.label,
+                },
+                'rows': [],
+                'total': 0.0,
+                'partner_count': 0,
+            }
+
+        as_of = period.date_to
+        d30 = as_of - timedelta(days=30)
+        d60 = as_of - timedelta(days=60)
+        d90 = as_of - timedelta(days=90)
+
+        self.env.cr.execute(
+            """
+            SELECT
+                COALESCE(p.id, 0) AS partner_id,
+                COALESCE(p.name, '(no partner)') AS partner_name,
+                SUM(aml.amount_residual) AS total_residual,
+                SUM(CASE
+                        WHEN aml.date_maturity >= %s
+                          OR aml.date_maturity IS NULL
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_current,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                         AND aml.date_maturity >= %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_1_30,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                         AND aml.date_maturity >= %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_31_60,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                         AND aml.date_maturity >= %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_61_90,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_90_plus,
+                COUNT(*) AS line_count
+            FROM account_move_line aml
+            LEFT JOIN res_partner p ON p.id = aml.partner_id
+            WHERE aml.account_id = ANY(%s)
+              AND aml.parent_state = 'posted'
+              AND aml.reconciled = false
+              AND aml.amount_residual != 0
+              AND aml.company_id = %s
+              AND aml.date <= %s
+            GROUP BY p.id, p.name
+            HAVING SUM(aml.amount_residual) != 0
+            ORDER BY total_residual DESC
+            """,
+            (
+                as_of,
+                as_of, d30,
+                d30, d60,
+                d60, d90,
+                d90,
+                list(accounts.ids), company_id, as_of,
+            ),
+        )
+
+        rows = []
+        for r in self.env.cr.dictfetchall():
+            rows.append({
+                'partner_id': r['partner_id'] or False,
+                'partner_name': r['partner_name'] or '(no partner)',
+                'total': float(r['total_residual'] or 0),
+                'bucket_current': float(r['bucket_current'] or 0),
+                'bucket_1_30': float(r['bucket_1_30'] or 0),
+                'bucket_31_60': float(r['bucket_31_60'] or 0),
+                'bucket_61_90': float(r['bucket_61_90'] or 0),
+                'bucket_90_plus': float(r['bucket_90_plus'] or 0),
+                'line_count': r['line_count'],
+            })
+
+        total = sum(r['total'] for r in rows)
+        return {
+            'report_type': 'partner_grouped',
+            'account_type': account_type,
+            'period': {
+                'date_from': str(period.date_from),
+                'date_to': str(period.date_to),
+                'label': period.label,
+            },
+            'company_id': company_id,
+            'rows': rows,
+            'total': total,
+            'partner_count': len(rows),
+        }
+
+    # ============================================================
+    # PRIVATE HELPERS
+    # ============================================================
+
+    def _get_report(
+        self, report_type: str, *, company_id: int | None = None,
+        code: str | None = None,
+    ):
+        """Look up the active fusion.report definition.
+
+        When ``code`` is provided, prefer the report with that exact code
+        (validating its ``report_type`` matches). Otherwise fall back to
+        the canonical-by-type lookup: prefer code == report_type, then any
+        report of that type. Per-company overrides win over global.
+        """
+        Report = self.env['fusion.report'].sudo()
+        company_id = company_id or self.env.company.id
+        company_domain = [
+            ('active', '=', True),
+            '|',
+            ('company_id', '=', company_id),
+            ('company_id', '=', False),
+        ]
+        if code:
+            report = Report.search(
+                [('code', '=', code)] + company_domain,
+                order='company_id desc nulls last',
+                limit=1,
+            )
+            if not report:
+                raise ValidationError(
+                    _("No active fusion.report definition with code '%s'") % code
+                )
+            if report.report_type != report_type:
+                raise ValidationError(
+                    _("Report '%(code)s' has type '%(actual)s' but '%(expected)s' was expected.")
+                    % {
+                        'code': code,
+                        'actual': report.report_type,
+                        'expected': report_type,
+                    }
+                )
+            return report
+
+        # No code: prefer the canonical (code == report_type), then any
+        # other report of that type.
+        report = Report.search(
+            [('code', '=', report_type), ('report_type', '=', report_type)] + company_domain,
+            order='company_id desc nulls last',
+            limit=1,
+        )
+        if report:
+            return report
+        report = Report.search(
+            [('report_type', '=', report_type)] + company_domain,
+            order='company_id desc nulls last, sequence',
+            limit=1,
+        )
+        if not report:
+            raise ValidationError(
+                _("No active fusion.report definition for type '%s'") % report_type
+            )
+        return report
+
+    def _fetch_accounts(self, company_id):
+        """Fetch all accounts for a company, return flat dict + tree."""
+        Account = self.env['account.account'].sudo()
+        records = Account.search([('company_ids', 'in', company_id)])
+        # account.account doesn't carry a parent_id in V19 - we use
+        # account_type prefixes instead, so parent_id is always None here.
+        flat = [
+            {
+                'id': a.id,
+                'code': a.code,
+                'name': a.name,
+                'account_type': a.account_type or '',
+                'parent_id': None,
+            }
+            for a in records
+        ]
+        accounts_by_id = {a['id']: a for a in flat}
+        tree = build_tree(flat)
+        return accounts_by_id, tree
+
+    def _aggregate_period(self, period: Period, company_id: int) -> dict:
+        """SQL aggregate per account_id for a period.
+
+        Raw SQL for performance; this is the perf-critical step."""
+        self.env.cr.execute(
+            """
+            SELECT account_id,
+                   COALESCE(SUM(debit), 0) AS d,
+                   COALESCE(SUM(credit), 0) AS c,
+                   COALESCE(SUM(balance), 0) AS b
+            FROM account_move_line
+            WHERE parent_state = 'posted'
+              AND company_id = %s
+              AND date >= %s
+              AND date <= %s
+            GROUP BY account_id
+            """,
+            (company_id, period.date_from, period.date_to),
+        )
+        out = {}
+        for row in self.env.cr.fetchall():
+            out[row[0]] = TotalLine(
+                debit=float(row[1] or 0),
+                credit=float(row[2] or 0),
+                balance=float(row[3] or 0),
+            )
+        return out
+
+    def _compute(
+        self, report, period: Period, *, comparison: str,
+        company_id: int | None = None,
+    ) -> dict:
+        """Shared computation pipeline. Returns dict with rows, totals,
+        metadata."""
+        company_id = company_id or self.env.company.id
+
+        accounts_by_id, _tree = self._fetch_accounts(company_id)
+
+        account_totals = self._aggregate_period(period, company_id)
+
+        comp_totals = None
+        comp_period = None
+        if comparison and comparison != 'none':
+            comp_period = _comp_period(period, comparison)
+            if comp_period:
+                comp_totals = self._aggregate_period(comp_period, company_id)
+
+        rows = _resolve_lines(
+            report.line_specs or [],
+            account_totals=account_totals,
+            accounts_by_id=accounts_by_id,
+            comparison_totals=comp_totals,
+        )
+
+        return {
+            'report_id': report.id,
+            'report_name': report.name,
+            'report_type': report.report_type,
+            'period': {
+                'date_from': str(period.date_from),
+                'date_to': str(period.date_to),
+                'label': period.label,
+            },
+            'comparison_period': (
+                {
+                    'date_from': str(comp_period.date_from),
+                    'date_to': str(comp_period.date_to),
+                    'label': comp_period.label,
+                }
+                if comp_period
+                else None
+            ),
+            'company_id': company_id,
+            'rows': rows,
+            'account_totals': {
+                aid: tl.balance for aid, tl in account_totals.items()
+            },
+        }

fusion_accounting/fusion_accounting_reports/models/fusion_reports_cron.py

@@ -0,0 +1,117 @@
+"""Cron handlers for fusion_accounting_reports.
+
+Two scheduled jobs:
+- _cron_anomaly_scan: daily P&L variance scan -> persist anomalies
+- _cron_mv_refresh: every 15 min CONCURRENTLY refresh the MV"""
+
+import logging
+from datetime import timedelta
+
+import odoo
+from odoo import api, fields, models
+
+from ..services.anomaly_detection import detect
+from ..services.date_periods import month_bounds
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionReportsCron(models.AbstractModel):
+    _name = "fusion.reports.cron"
+    _description = "Fusion Reports Cron Handlers"
+
+    @api.model
+    def _cron_anomaly_scan(self):
+        """Run last-month P&L vs prior-year-same-month and persist anomalies."""
+        today = fields.Date.today()
+        # Walk back into the previous full calendar month.
+        last_month = today.replace(day=1) - timedelta(days=1)
+        period = month_bounds(last_month)
+
+        Report = self.env['fusion.report'].sudo()
+        Anomaly = self.env['fusion.report.anomaly'].sudo()
+        engine = self.env['fusion.report.engine']
+
+        for company in self.env['res.company'].search([]):
+            try:
+                pnl_def = Report.search(
+                    [
+                        ('report_type', '=', 'pnl'),
+                        '|', ('company_id', '=', company.id),
+                        ('company_id', '=', False),
+                    ],
+                    limit=1,
+                )
+                if not pnl_def:
+                    continue
+                result = engine.compute_pnl(
+                    period,
+                    comparison='previous_year',
+                    company_id=company.id,
+                )
+                anomalies = detect(result)
+                for a in anomalies:
+                    existing = Anomaly.search(
+                        [
+                            ('report_id', '=', pnl_def.id),
+                            ('company_id', '=', company.id),
+                            ('period_from', '=', period.date_from),
+                            ('period_to', '=', period.date_to),
+                            ('row_id', '=', a['row_id']),
+                        ],
+                        limit=1,
+                    )
+                    vals = {
+                        'report_id': pnl_def.id,
+                        'company_id': company.id,
+                        'period_from': period.date_from,
+                        'period_to': period.date_to,
+                        'row_id': a['row_id'],
+                        'label': a['label'],
+                        'current_amount': a['current_amount'],
+                        'comparison_amount': a['comparison_amount'],
+                        'variance_amount': a['variance_amount'],
+                        'variance_pct': a['variance_pct'],
+                        'severity': a['severity'],
+                        'direction': a['direction'],
+                    }
+                    if existing:
+                        existing.write(vals)
+                    else:
+                        Anomaly.create(vals)
+                _logger.info(
+                    "Anomaly scan for company %s: %d flagged",
+                    company.id, len(anomalies),
+                )
+            except Exception as e:
+                _logger.exception(
+                    "Anomaly scan failed for company %s: %s", company.id, e,
+                )
+
+    @api.model
+    def _cron_mv_refresh(self):
+        """REFRESH CONCURRENTLY via dedicated autocommit cursor.
+
+        REFRESH MATERIALIZED VIEW CONCURRENTLY cannot run inside a
+        transaction block, so we open a separate connection with autocommit
+        enabled. The blocking REFRESH is used as a fallback if the
+        concurrent path fails (e.g. on a cold MV with no rows yet)."""
+        try:
+            db_name = self.env.cr.dbname
+            db = odoo.sql_db.db_connect(db_name)
+            with db.cursor() as cron_cr:
+                cron_cr._cnx.set_session(autocommit=True)
+                cron_cr.execute(
+                    "REFRESH MATERIALIZED VIEW CONCURRENTLY "
+                    "fusion_account_balance_mv"
+                )
+            _logger.debug("MV refresh CONCURRENTLY succeeded")
+        except Exception as e:
+            _logger.warning(
+                "CONCURRENTLY refresh failed (%s); blocking fallback", e)
+            try:
+                self.env['fusion.account.balance.mv']._refresh(
+                    concurrently=False)
+            except Exception as e2:
+                _logger.exception(
+                    "Blocking MV refresh also failed: %s", e2)

fusion_accounting/fusion_accounting_reports/reports/__init__.py

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