This commit is contained in:
gsinghpal
2026-05-16 13:18:52 -04:00
parent 191a9c82be
commit 9ebf89bde2
1080 changed files with 0 additions and 1197 deletions

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/** @odoo-module **/
import { Component } from "@odoo/owl";
export class AiCommentaryPanel extends Component {
static template = "fusion_accounting_reports.AiCommentaryPanel";
static props = {
commentary: { type: Object },
};
}

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<?xml version="1.0" encoding="UTF-8"?>
<templates xml:space="preserve">
<t t-name="fusion_accounting_reports.AiCommentaryPanel">
<div class="o_fusion_commentary_panel">
<h4>AI Commentary</h4>
<div class="commentary-section" t-if="props.commentary.summary">
<p><t t-esc="props.commentary.summary"/></p>
</div>
<div class="commentary-section" t-if="props.commentary.highlights and props.commentary.highlights.length">
<h5>Highlights</h5>
<ul>
<li t-foreach="props.commentary.highlights" t-as="h" t-key="h_index">
<t t-esc="h"/>
</li>
</ul>
</div>
<div class="commentary-section" t-if="props.commentary.concerns and props.commentary.concerns.length">
<h5>Concerns</h5>
<ul>
<li t-foreach="props.commentary.concerns" t-as="c" t-key="c_index">
<t t-esc="c"/>
</li>
</ul>
</div>
<div class="commentary-section" t-if="props.commentary.next_actions and props.commentary.next_actions.length">
<h5>Next Actions</h5>
<ul>
<li t-foreach="props.commentary.next_actions" t-as="a" t-key="a_index">
<t t-esc="a"/>
</li>
</ul>
</div>
<div class="commentary-meta" t-if="props.commentary.cached">
Cached • <t t-esc="props.commentary.generated_at"/>
</div>
</div>
</t>
</templates>

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/** @odoo-module **/
import { Component } from "@odoo/owl";
const SEVERITY_TO_BS = {
high: 'danger',
medium: 'warning',
low: 'info',
};
export class AnomalyStrip extends Component {
static template = "fusion_accounting_reports.AnomalyStrip";
static props = {
anomaly: { type: Object },
};
get alertClass() {
return SEVERITY_TO_BS[this.props.anomaly.severity] || 'secondary';
}
formatAmount(amount) {
if (amount === null || amount === undefined) return "";
return new Intl.NumberFormat(undefined, {
minimumFractionDigits: 2, maximumFractionDigits: 2,
signDisplay: 'always',
}).format(amount);
}
}

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<?xml version="1.0" encoding="UTF-8"?>
<templates xml:space="preserve">
<t t-name="fusion_accounting_reports.AnomalyStrip">
<div t-att-class="`o_fusion_anomaly_strip alert-${alertClass}`">
<span class="anomaly_label"><t t-esc="props.anomaly.label"/></span>
<span class="anomaly_delta">
<t t-esc="props.anomaly.direction === 'increase' ? '↑' : '↓'"/>
<t t-esc="props.anomaly.variance_pct.toFixed(1)"/>%
(<t t-esc="formatAmount(props.anomaly.variance_amount)"/>)
</span>
<span class="anomaly_severity">
<t t-esc="props.anomaly.severity"/>
</span>
</div>
</t>
</templates>

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/** @odoo-module **/
import { Component } from "@odoo/owl";
export class DrillDownDialog extends Component {
static template = "fusion_accounting_reports.DrillDownDialog";
static props = {
drill: { type: Object },
onClose: { type: Function },
};
formatAmount(amount) {
if (amount === null || amount === undefined) return "";
return new Intl.NumberFormat(undefined, {
minimumFractionDigits: 2, maximumFractionDigits: 2,
}).format(amount);
}
onBackdropClick(ev) {
if (ev.target.classList.contains('modal-backdrop')) {
this.props.onClose();
}
}
}

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<?xml version="1.0" encoding="UTF-8"?>
<templates xml:space="preserve">
<t t-name="fusion_accounting_reports.DrillDownDialog">
<div class="modal modal-backdrop"
style="display: block; background: rgba(0,0,0,0.5); position: fixed; top:0; left:0; right:0; bottom:0; z-index: 1050;"
t-on-click="onBackdropClick">
<div class="modal-dialog modal-xl"
style="margin: 5vh auto; max-width: 90%;">
<div class="modal-content">
<div class="modal-header">
<h5>Drill-down: <t t-esc="props.drill.label || ''"/></h5>
<button class="btn-close" t-on-click="props.onClose">×</button>
</div>
<div class="modal-body" style="max-height: 70vh; overflow-y: auto;">
<div t-if="!props.drill.rows or props.drill.rows.length === 0" class="text-muted">
No journal items found.
</div>
<table t-else="" class="table table-sm">
<thead>
<tr>
<th>Date</th>
<th>Move</th>
<th>Account</th>
<th>Partner</th>
<th>Description</th>
<th class="text-end">Debit</th>
<th class="text-end">Credit</th>
<th class="text-end">Balance</th>
</tr>
</thead>
<tbody>
<tr t-foreach="props.drill.rows" t-as="row" t-key="row.move_line_id">
<td><t t-esc="row.date"/></td>
<td><t t-esc="row.move_name"/></td>
<td>
<span t-att-title="row.account_name">
<t t-esc="row.account_code"/>
</span>
</td>
<td><t t-esc="row.partner_name || ''"/></td>
<td><t t-esc="row.label"/></td>
<td class="text-end"><t t-esc="formatAmount(row.debit)"/></td>
<td class="text-end"><t t-esc="formatAmount(row.credit)"/></td>
<td class="text-end"><t t-esc="formatAmount(row.balance)"/></td>
</tr>
</tbody>
</table>
</div>
<div class="modal-footer">
<span class="text-muted me-auto"><t t-esc="props.drill.count"/> rows</span>
<button class="btn_report" t-on-click="props.onClose">Close</button>
</div>
</div>
</div>
</div>
</t>
</templates>

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/** @odoo-module **/
import { Component, useState } from "@odoo/owl";
import { useService } from "@web/core/utils/hooks";
export class PeriodFilter extends Component {
static template = "fusion_accounting_reports.PeriodFilter";
static props = {};
setup() {
this.reports = useService("fusion_reports");
this.state = useState(this.reports.state);
}
async onReportTypeChange(ev) {
const reportType = ev.target.value;
if (reportType && this.state.dateFrom && this.state.dateTo) {
// Switching report type clears the report_code (user is picking
// a different category, not a variant).
await this.reports.runReport(
reportType, this.state.dateFrom, this.state.dateTo,
this.state.comparison, null);
}
}
async onDateChange(field, ev) {
this.state[field] = ev.target.value;
if (this.state.currentReportType && this.state.dateFrom && this.state.dateTo) {
await this.reports.runReport(
this.state.currentReportType,
this.state.dateFrom, this.state.dateTo,
this.state.comparison,
this.state.currentReportCode);
}
}
async onComparisonChange(ev) {
await this.reports.setComparison(ev.target.value);
}
}

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<?xml version="1.0" encoding="UTF-8"?>
<templates xml:space="preserve">
<t t-name="fusion_accounting_reports.PeriodFilter">
<div class="o_fusion_report_filters">
<select t-on-change="onReportTypeChange"
class="form-select form-select-sm" style="max-width: 240px;">
<option value="">— Select report —</option>
<option t-foreach="state.availableReports" t-as="r" t-key="r.id"
t-att-value="r.report_type"
t-att-selected="r.report_type === state.currentReportType">
<t t-esc="r.name"/>
</option>
</select>
<label>From</label>
<input type="date" class="form-control form-control-sm" style="max-width: 160px;"
t-att-value="state.dateFrom || ''"
t-on-change="(ev) => onDateChange('dateFrom', ev)"/>
<label>To</label>
<input type="date" class="form-control form-control-sm" style="max-width: 160px;"
t-att-value="state.dateTo || ''"
t-on-change="(ev) => onDateChange('dateTo', ev)"/>
<label>Comparison</label>
<select class="form-select form-select-sm" style="max-width: 200px;"
t-on-change="onComparisonChange">
<option value="none" t-att-selected="state.comparison === 'none'">None</option>
<option value="previous_period"
t-att-selected="state.comparison === 'previous_period'">Previous Period</option>
<option value="previous_year"
t-att-selected="state.comparison === 'previous_year'">Previous Year</option>
</select>
</div>
</t>
</templates>

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/** @odoo-module **/
import { Component } from "@odoo/owl";
export class ReportTable extends Component {
static template = "fusion_accounting_reports.ReportTable";
static props = {
result: { type: Object },
onDrillDown: { type: Function, optional: true },
};
get isPartnerGrouped() {
return this.props.result?.report_type === 'partner_grouped';
}
formatAmount(amount) {
if (amount === null || amount === undefined) return "";
return new Intl.NumberFormat(undefined, {
minimumFractionDigits: 2, maximumFractionDigits: 2,
}).format(amount);
}
onRowClick(row) {
if (row.account_id && this.props.onDrillDown) {
this.props.onDrillDown(row.account_id, row.label);
}
}
onPartnerRowClick(row) {
// Partner-grouped reports are not (yet) drillable through the
// dialog; we still expose the click hook for future expansion.
if (this.props.onDrillDown && row.partner_id) {
// Intentionally no-op until partner drill is wired up.
}
}
rowClass(row) {
const classes = [`line_level_${row.level || 0}`];
if (row.is_subtotal) classes.push('total');
if (row.account_id) classes.push('unfoldable');
return classes.join(' ');
}
partnerRowClass(row) {
const classes = ['line_level_1'];
if (row.partner_id) classes.push('unfoldable');
return classes.join(' ');
}
lineNameClass(row) {
const classes = ['line_name'];
if (row.account_id) classes.push('unfoldable');
return classes.join(' ');
}
varianceClass(pct) {
if (pct === null || pct === undefined) return "";
return pct > 0 ? 'variance_pos' : pct < 0 ? 'variance_neg' : '';
}
}

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<?xml version="1.0" encoding="UTF-8"?>
<templates xml:space="preserve">
<t t-name="fusion_accounting_reports.ReportTable">
<table class="table table-borderless table-hover w-print-100 mx-auto">
<thead class="sticky">
<tr t-if="isPartnerGrouped">
<th class="line_name">Partner</th>
<th class="line_cell numeric">Current</th>
<th class="line_cell numeric">1 - 30</th>
<th class="line_cell numeric">31 - 60</th>
<th class="line_cell numeric">61 - 90</th>
<th class="line_cell numeric">90+</th>
<th class="line_cell numeric">Total</th>
</tr>
<tr t-else="">
<th class="line_name"></th>
<th class="line_cell numeric">
<t t-esc="props.result.period?.label || 'Amount'"/>
</th>
<t t-if="props.result.comparison_period">
<th class="line_cell numeric">
<t t-esc="props.result.comparison_period.label"/>
</th>
<th class="line_cell numeric">Variance</th>
<th class="line_cell numeric">%</th>
</t>
</tr>
</thead>
<tbody>
<!-- Partner-grouped (Aged AR/AP, Partner Ledger) -->
<t t-if="isPartnerGrouped">
<tr t-foreach="props.result.rows" t-as="row"
t-key="row.partner_id || row_index"
t-att-class="partnerRowClass(row)"
t-on-click="() => onPartnerRowClick(row)">
<td class="line_name">
<div class="wrapper">
<div class="content">
<span class="name"><t t-esc="row.partner_name"/></span>
</div>
</div>
</td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(row.bucket_current)"/></div></div></td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(row.bucket_1_30)"/></div></div></td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(row.bucket_31_60)"/></div></div></td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(row.bucket_61_90)"/></div></div></td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(row.bucket_90_plus)"/></div></div></td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(row.total)"/></div></div></td>
</tr>
<tr t-if="props.result.total !== undefined" class="total line_level_0">
<td class="line_name"><div class="wrapper"><div class="content"><span class="name">Total</span></div></div></td>
<td class="line_cell numeric muted"></td>
<td class="line_cell numeric muted"></td>
<td class="line_cell numeric muted"></td>
<td class="line_cell numeric muted"></td>
<td class="line_cell numeric muted"></td>
<td class="line_cell numeric"><div class="wrapper"><div class="content"><t t-esc="formatAmount(props.result.total)"/></div></div></td>
</tr>
</t>
<!-- Standard P&L / Balance Sheet / Trial Balance / GL -->
<t t-else="">
<tr t-foreach="props.result.rows" t-as="row" t-key="row_index"
t-att-class="rowClass(row)"
t-on-click="() => onRowClick(row)">
<td t-att-class="lineNameClass(row)">
<div class="wrapper">
<div class="content">
<button t-if="row.account_id" class="btn_foldable">
<i class="fa fa-circle-o" aria-hidden="true"/>
</button>
<span class="name"><t t-esc="row.label"/></span>
</div>
</div>
</td>
<td class="line_cell numeric">
<div class="wrapper"><div class="content">
<t t-esc="formatAmount(row.amount)"/>
</div></div>
</td>
<t t-if="props.result.comparison_period">
<td class="line_cell numeric">
<div class="wrapper"><div class="content">
<t t-esc="formatAmount(row.comparison_amount)"/>
</div></div>
</td>
<td class="line_cell numeric">
<div class="wrapper"><div class="content">
<t t-esc="formatAmount(row.variance_amount)"/>
</div></div>
</td>
<td t-att-class="`line_cell numeric ${varianceClass(row.variance_pct)}`">
<div class="wrapper"><div class="content">
<t t-if="row.variance_pct !== null and row.variance_pct !== undefined">
<t t-esc="row.variance_pct.toFixed(1)"/>%
</t>
</div></div>
</td>
</t>
</tr>
</t>
</tbody>
</table>
</t>
</templates>

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// Fusion reports design tokens.
//
// COLORS now come from Odoo's own SCSS palette ($o-view-background-color,
// $o-gray-100..900, $o-enterprise-action-color). Dark-mode adjustments live
// in the separate `reports.dark.scss` bundle (web.assets_web_dark) so they
// load automatically when Odoo enters dark mode -- no [data-bs-theme] hack
// is needed.
//
// This file therefore only carries spacing/typography tokens used by the
// Fusion-only components (AI commentary panel, anomaly strip).
// Spacing scale (4px increments)
$report-space-1: 0.25rem;
$report-space-2: 0.5rem;
$report-space-3: 0.75rem;
$report-space-4: 1rem;
$report-space-5: 1.25rem;
$report-space-6: 1.5rem;
$report-space-8: 2rem;
// Typography
$report-font-size-xs: 0.75rem;
$report-font-size-sm: 0.875rem;
$report-font-size-base: 1rem;
$report-font-size-lg: 1.125rem;
$report-font-size-xl: 1.25rem;
// Border radius
$report-border-radius: 0.25rem;
$report-border-radius-md: 0.5rem;

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// Dark-mode overrides for the Fusion reports viewer.
// Loaded only via web.assets_web_dark, mirroring the strategy used by
// Enterprise account_reports.dark.scss. The light styles in reports.scss
// reference Odoo's $o-* palette so most surfaces flip automatically when
// the dark bundle re-derives those palette vars; this file just smooths
// over the few spots where Enterprise applies a manual touch-up.
.account_report {
.o_fusion_report_header {
background-color: $o-view-background-color;
border-bottom-color: $o-gray-700;
h1 { color: $o-gray-200 }
.o_fusion_report_period { color: $o-gray-400 }
}
.o_fusion_report_filters {
background-color: $o-view-background-color;
border-bottom-color: $o-gray-700;
label { color: $o-gray-300 }
}
.table {
background-color: $o-view-background-color;
border-color: $o-gray-700;
> thead > tr:not(:last-child) > th:not(:first-child) {
border-color: $o-gray-700;
}
> tbody > tr {
&:not(.empty) > td { border-bottom-color: $o-gray-800 }
&.unfolded > td { border-bottom-color: $o-gray-700 }
> td.muted { color: $o-gray-600 }
&:hover .muted { color: $o-gray-300 }
}
}
table.striped {
> thead > tr:not(:first-child) > th:nth-child(2n+3) { background: $o-gray-800 }
> tbody {
> tr:not(.line_level_0):not(.empty) > td:nth-child(2n+3) { background: $o-gray-800 }
> tr.line_level_0 > td:nth-child(2n+3) { background: $o-gray-700 }
}
}
thead.sticky { background-color: $o-view-background-color }
.line_level_0 {
color: $o-gray-200;
> td { background-color: $o-gray-700 }
.muted { color: $o-gray-500 !important }
}
@for $i from 2 through 16 {
.line_level_#{$i} > td { color: $o-gray-300 }
}
.btn_dropdown, .btn_foldable, .btn_foldable_empty,
.btn_more, .btn_action {
color: $o-gray-600;
}
.btn_foldable { color: $o-gray-500 }
.btn_action {
background-color: $o-view-background-color;
color: $o-gray-300;
border-color: $o-gray-600;
}
.o_fusion_commentary_panel {
background-color: $o-view-background-color;
border-color: $o-gray-700;
h4 { color: $o-gray-200 }
.commentary-section h5 { color: $o-gray-400 }
.commentary-meta { color: $o-gray-500 }
}
}

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// Faithful adaptation of Enterprise account_reports' look.
// Source reference:
// account_reports/static/src/components/account_report/account_report.scss
// We mirror the same root selector (.account_report), the same table
// semantics (.line_name + .line_cell + .line_level_N), the same border
// treatment (1px gray-300, 0.25rem radius, sticky thead) and the same
// button hover behavior (gray-300 -> enterprise action color).
//
// Trimmed: chatter, annotations, audit-balance and journal-line debug
// popovers are Enterprise-only features we do not ship.
.account_report {
//--------------------------------------------------------------------
// Header (Fusion-only -- Enterprise uses Odoo ControlPanel; we keep
// a lightweight header to host the report title + AI commentary
// trigger but style it to feel native).
//--------------------------------------------------------------------
.o_fusion_report_header {
display: flex;
align-items: center;
justify-content: space-between;
gap: 1rem;
padding: 0.5rem 1.5rem;
background-color: $o-view-background-color;
border-bottom: 1px solid $o-gray-300;
h1 {
font-size: 1.125rem;
font-weight: 600;
margin: 0;
color: $o-gray-800;
}
.o_fusion_report_period {
font-size: 0.8rem;
color: $o-gray-600;
margin-top: 2px;
}
}
//--------------------------------------------------------------------
// Scroll container (mirrors Enterprise)
//--------------------------------------------------------------------
.o_account_report_scroll_container {
margin-inline: 0 !important;
}
//--------------------------------------------------------------------
// Table (verbatim from Enterprise, minus chatter/annotation/audit)
//--------------------------------------------------------------------
.table {
background-color: $o-view-background-color;
border-collapse: separate;
border-spacing: 0;
font-size: 0.8rem;
margin: 24px 24px;
padding: 24px;
width: auto;
min-width: 800px;
border: 1px solid $o-gray-300;
border-radius: 0.25rem;
> :not(caption) > * > * { padding: 0.25rem 0.75rem }
> thead {
> tr {
th:first-child {
color: lightgrey;
}
th:not(:first-child) {
text-align: center;
vertical-align: middle;
}
}
> tr:not(:last-child) > th:not(:first-child) { border: 1px solid $o-gray-300 }
}
> tbody {
> tr {
&.unfolded { font-weight: bold }
> td {
a { cursor: pointer }
.clickable { color: $o-enterprise-action-color }
&.muted { color: $o-gray-300 }
&:empty::after{ content: "\00a0" }
&:empty { line-height: 1 }
}
&:not(.empty) > td { border-bottom: 1px solid $o-gray-200 }
&.total { font-weight: bold }
&.o_bold_tr { font-weight: bold }
&.unfolded {
> td { border-bottom: 1px solid $o-gray-300 }
.btn_action { opacity: 1 }
.btn_more { opacity: 1 }
}
&:hover {
&.empty > * { --table-accent-bg: transparent }
.muted { color: $o-gray-800 }
.btn_action, .btn_more {
opacity: 1;
color: $o-enterprise-action-color;
}
.btn_dropdown { color: $o-enterprise-action-color }
.btn_foldable { color: $o-enterprise-action-color }
}
}
}
@media print {
border: 0;
padding: 0;
}
}
table.striped {
> thead > tr:not(:first-child) > th:nth-child(2n+3) { background: $o-gray-100 }
> tbody {
> tr:not(.line_level_0):not(.empty) > td:nth-child(2n+3) { background: $o-gray-100 }
> tr.line_level_0 > td:nth-child(2n+3) { background: $o-gray-300 }
}
}
thead.sticky {
background-color: $o-view-background-color;
position: sticky;
top: 0;
z-index: 999;
}
//--------------------------------------------------------------------
// Line cells
//--------------------------------------------------------------------
.line_name {
vertical-align: middle;
> .wrapper {
display: flex;
align-items: center;
> .content {
display: flex;
align-items: center;
}
}
.name { white-space: nowrap }
&.draft { color: $o-info; }
&.unfoldable:hover { cursor: pointer }
}
.line_cell {
vertical-align: middle;
> .wrapper {
display: flex;
align-items: center;
> .content {
display: flex;
align-items: center;
}
}
&.date > .wrapper { justify-content: center }
&.numeric > .wrapper { justify-content: flex-end }
.name { white-space: nowrap }
}
//--------------------------------------------------------------------
// Indentation per level
//--------------------------------------------------------------------
.line_level_0 {
color: $o-gray-700;
font-weight: bold;
> td {
border-bottom: 0 !important;
background-color: $o-gray-300;
}
.muted { color: $o-gray-400 !important }
}
@for $i from 2 through 16 {
.line_level_#{$i} {
$indentation: (($i + 1) * 8px) - 20px;
> td {
color: $o-gray-700;
&.line_name.unfoldable .wrapper { column-gap: calc(#{ $indentation }) }
&.line_name:not(.unfoldable) .wrapper { padding-left: $indentation }
}
}
}
//--------------------------------------------------------------------
// Variance helpers (Fusion-only -- comparison reports surface signed
// deltas right-aligned in their own column).
//--------------------------------------------------------------------
.variance_pos { color: $o-success }
.variance_neg { color: $o-danger }
//--------------------------------------------------------------------
// Link
//--------------------------------------------------------------------
.link { color: $o-enterprise-action-color }
//--------------------------------------------------------------------
// Buttons (foldable / dropdown / action / more)
//--------------------------------------------------------------------
.btn_dropdown, .btn_foldable, .btn_foldable_empty,
.btn_more, .btn_action {
border: none;
color: $o-gray-300;
font-size: inherit;
font-weight: normal;
padding: 0;
text-align: center;
width: 20px;
white-space: nowrap;
background: transparent;
&:hover {
color: $o-enterprise-action-color !important;
cursor: pointer;
}
}
.btn_foldable { color: $o-gray-500 }
.btn_foldable_empty:hover { cursor: default }
.btn_more { opacity: 1 }
.btn_action {
opacity: 0;
background-color: $o-view-background-color;
color: $o-gray-600;
width: auto;
padding: 0 0.25rem;
margin: 0 0.25rem;
border: 1px solid $o-gray-300;
border-radius: 0.25rem;
}
//--------------------------------------------------------------------
// Dropdown
//--------------------------------------------------------------------
.dropdown { display: inline }
}
//--------------------------------------------------------------------
// Period filter bar (Fusion-only -- Enterprise has a much richer
// filter component; we keep our minimal date+comparison+report-type
// bar but style it to feel native to .account_report).
//--------------------------------------------------------------------
.account_report .o_fusion_report_filters {
display: flex;
align-items: center;
gap: 0.75rem;
flex-wrap: wrap;
padding: 0.5rem 1.5rem;
background-color: $o-view-background-color;
border-bottom: 1px solid $o-gray-200;
font-size: 0.8rem;
label {
color: $o-gray-700;
margin-bottom: 0;
font-weight: normal;
}
.form-select, .form-control {
font-size: 0.8rem;
padding: 0.25rem 0.5rem;
height: auto;
min-height: 0;
}
}
//--------------------------------------------------------------------
// AI commentary panel (Fusion-only addition)
//--------------------------------------------------------------------
.account_report .o_fusion_commentary_panel {
background-color: $o-view-background-color;
border: 1px solid $o-gray-300;
border-radius: 0.25rem;
margin: 0 24px 24px;
padding: 1rem 1.25rem;
font-size: 0.85rem;
h4 {
font-size: 0.95rem;
font-weight: 600;
margin: 0 0 0.5rem;
color: $o-gray-800;
}
.commentary-section {
margin-bottom: 0.75rem;
h5 {
font-size: 0.75rem;
font-weight: 600;
color: $o-gray-600;
text-transform: uppercase;
letter-spacing: 0.05em;
margin: 0 0 0.25rem;
}
ul {
margin: 0;
padding-left: 1.25rem;
li { margin: 0.15rem 0 }
}
p { margin: 0 }
}
.commentary-meta {
font-size: 0.7rem;
color: $o-gray-500;
}
}
//--------------------------------------------------------------------
// Anomaly strip (Fusion-only) -- now a plain Bootstrap-style alert,
// inset to align with the report table padding.
//--------------------------------------------------------------------
.account_report .o_fusion_anomaly_strip {
margin: 0.5rem 24px 0;
padding: 0.4rem 0.75rem;
border: 1px solid;
border-radius: 0.25rem;
font-size: 0.8rem;
.anomaly_label { font-weight: 600 }
.anomaly_delta { margin-left: 0.5rem }
.anomaly_severity {
margin-left: 0.75rem;
font-size: 0.7rem;
text-transform: uppercase;
letter-spacing: 0.05em;
opacity: 0.8;
}
}

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/** @odoo-module **/
import { registry } from "@web/core/registry";
import { reactive } from "@odoo/owl";
import { rpc } from "@web/core/network/rpc";
const ENDPOINT_BASE = "/fusion/reports";
export class ReportsService {
constructor(env, services) {
this.env = env;
// V19: rpc is a standalone import, not a service.
this.rpc = rpc;
this.notification = services.notification;
this.state = reactive({
availableReports: [],
currentReportType: null,
currentReportCode: null,
currentResult: null,
currentAnomalies: [],
currentCommentary: null,
isLoading: false,
isGeneratingCommentary: false,
dateFrom: null,
dateTo: null,
comparison: 'none',
companyId: null,
drillDown: null,
});
}
async loadAvailableReports(companyId = null) {
this.state.companyId = companyId;
this.state.isLoading = true;
try {
const result = await this.rpc(`${ENDPOINT_BASE}/list_available`,
{ company_id: companyId });
this.state.availableReports = result.reports;
} finally {
this.state.isLoading = false;
}
}
async runReport(reportType, dateFrom, dateTo, comparison = 'none', reportCode = null) {
this.state.isLoading = true;
this.state.currentReportType = reportType;
this.state.currentReportCode = reportCode;
this.state.dateFrom = dateFrom;
this.state.dateTo = dateTo;
this.state.comparison = comparison;
try {
this.state.currentResult = await this.rpc(`${ENDPOINT_BASE}/run`, {
report_type: reportType,
report_code: reportCode,
date_from: dateFrom,
date_to: dateTo,
comparison: comparison,
company_id: this.state.companyId,
});
if (comparison && comparison !== 'none') {
this.fetchAnomalies();
} else {
this.state.currentAnomalies = [];
}
this.state.currentCommentary = null;
return this.state.currentResult;
} catch (err) {
this.notification.add(`Run failed: ${err.message || err}`, { type: 'danger' });
throw err;
} finally {
this.state.isLoading = false;
}
}
async fetchAnomalies() {
if (!this.state.currentReportType) return;
try {
const result = await this.rpc(`${ENDPOINT_BASE}/get_anomalies`, {
report_type: this.state.currentReportType,
date_from: this.state.dateFrom,
date_to: this.state.dateTo,
comparison: this.state.comparison,
company_id: this.state.companyId,
});
this.state.currentAnomalies = result.anomalies || [];
} catch (err) {
this.state.currentAnomalies = [];
}
}
async generateCommentary({ forceRegenerate = false } = {}) {
if (!this.state.currentReportType) return;
this.state.isGeneratingCommentary = true;
try {
this.state.currentCommentary = await this.rpc(`${ENDPOINT_BASE}/get_commentary`, {
report_type: this.state.currentReportType,
date_from: this.state.dateFrom,
date_to: this.state.dateTo,
comparison: this.state.comparison,
company_id: this.state.companyId,
force_regenerate: forceRegenerate,
});
return this.state.currentCommentary;
} catch (err) {
this.notification.add(`Commentary failed: ${err.message || err}`, { type: 'danger' });
throw err;
} finally {
this.state.isGeneratingCommentary = false;
}
}
async drillDown(accountId, label = null) {
try {
const result = await this.rpc(`${ENDPOINT_BASE}/drill_down`, {
account_id: accountId,
date_from: this.state.dateFrom,
date_to: this.state.dateTo,
company_id: this.state.companyId,
});
this.state.drillDown = {
accountId, label, rows: result.rows || [],
count: result.count, isOpen: true,
};
return result;
} catch (err) {
this.notification.add(`Drill failed: ${err.message || err}`, { type: 'danger' });
throw err;
}
}
closeDrillDown() {
if (this.state.drillDown) {
this.state.drillDown.isOpen = false;
}
}
setComparison(mode) {
this.state.comparison = mode;
if (this.state.currentReportType) {
return this.runReport(this.state.currentReportType,
this.state.dateFrom, this.state.dateTo, mode,
this.state.currentReportCode);
}
}
}
export const reportsService = {
dependencies: ["notification"],
start(env, services) { return new ReportsService(env, services); },
};
registry.category("services").add("fusion_reports", reportsService);

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/** @odoo-module **/
import { registry } from "@web/core/registry";
/**
* 5 OWL tours for fusion_accounting_reports smoke testing.
*
* Each tour scripts a user interaction with the reports UI surface and
* is invoked from Python via HttpCase.start_tour(). Useful for catching
* UI regressions that asset-bundle compilation alone won't catch.
*/
// Tour 1: smoke — confirm Odoo loads (proves assets bundle compiles)
registry.category("web_tour.tours").add("fusion_reports_smoke", {
test: true,
url: "/odoo",
steps: () => [
{ content: "Wait for app", trigger: ".o_navbar" },
],
});
// Tour 2: open the period picker wizard
registry.category("web_tour.tours").add("fusion_reports_period_picker", {
test: true,
url: "/odoo/action-fusion_accounting_reports.action_fusion_period_picker_wizard",
steps: () => [
{ content: "Wizard form opens", trigger: ".modal-dialog .o_form_view" },
{ content: "Report type field exists", trigger: ".modal-dialog [name='report_type']" },
{ content: "Close wizard", trigger: ".modal-dialog .btn-secondary", run: "click" },
],
});
// Tour 3: open the XLSX export wizard
registry.category("web_tour.tours").add("fusion_reports_xlsx_wizard", {
test: true,
url: "/odoo/action-fusion_accounting_reports.action_fusion_xlsx_export_wizard",
steps: () => [
{ content: "Wizard form opens", trigger: ".modal-dialog .o_form_view" },
{ content: "Report type field exists", trigger: ".modal-dialog [name='report_type']" },
{ content: "Close wizard", trigger: ".modal-dialog .btn-secondary", run: "click" },
],
});
// Tour 4: anomaly list view loads
registry.category("web_tour.tours").add("fusion_reports_anomaly_list", {
test: true,
url: "/odoo/action-fusion_accounting_reports.action_fusion_report_anomaly_list",
steps: () => [
{ content: "List view loads", trigger: ".o_list_view, .o_view_nocontent" },
],
});
// Tour 5: report viewer mounts (smoke — confirm assets compile cleanly)
registry.category("web_tour.tours").add("fusion_reports_viewer_smoke", {
test: true,
url: "/odoo",
steps: () => [
{ content: "Wait for app", trigger: ".o_navbar" },
],
});

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/** @odoo-module **/
import { Component, useState, onWillStart } from "@odoo/owl";
import { useService } from "@web/core/utils/hooks";
import { ReportTable } from "../../components/report_table/report_table";
import { PeriodFilter } from "../../components/period_filter/period_filter";
import { DrillDownDialog } from "../../components/drill_down_dialog/drill_down_dialog";
import { AiCommentaryPanel } from "../../components/ai_commentary_panel/ai_commentary_panel";
import { AnomalyStrip } from "../../components/anomaly_strip/anomaly_strip";
export class ReportViewer extends Component {
static template = "fusion_accounting_reports.ReportViewer";
static props = { "*": true };
static components = {
ReportTable, PeriodFilter, DrillDownDialog,
AiCommentaryPanel, AnomalyStrip,
};
setup() {
this.reports = useService("fusion_reports");
this.state = useState(this.reports.state);
const ctx = this.props.action?.context || {};
const reportType = ctx.default_report_type || 'pnl';
// default_report_code lets multiple reports of the same type
// (e.g. pnl, cash_flow, executive_summary, annual_statements all
// type='pnl') resolve to their own line_specs.
const reportCode = ctx.default_report_code || null;
const comparison = ctx.default_comparison || 'none';
const companyId = this.env.services.user?.context?.allowed_company_ids?.[0];
onWillStart(async () => {
await this.reports.loadAvailableReports(companyId);
const today = new Date();
const year = today.getFullYear();
await this.reports.runReport(
reportType, `${year}-01-01`, `${year}-12-31`,
comparison, reportCode);
});
}
onDrillDown(accountId, label) {
this.reports.drillDown(accountId, label);
}
onCloseDrill() {
this.reports.closeDrillDown();
}
async onGenerateCommentary() {
await this.reports.generateCommentary({ forceRegenerate: false });
}
}

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<?xml version="1.0" encoding="UTF-8"?>
<templates xml:space="preserve">
<t t-name="fusion_accounting_reports.ReportViewer">
<div class="o_action account_report">
<div class="o_fusion_report_header">
<div>
<h1>
<t t-esc="state.currentResult?.report_name || 'Financial Reports'"/>
</h1>
<div class="o_fusion_report_period" t-if="state.currentResult">
<t t-esc="state.currentResult.period?.label"/>
<t t-if="state.currentResult.comparison_period">
vs <t t-esc="state.currentResult.comparison_period.label"/>
</t>
</div>
</div>
<div class="d-flex align-items-center gap-2">
<span t-if="state.isLoading" class="text-muted small">Loading...</span>
<button class="btn btn-secondary btn-sm"
t-on-click="onGenerateCommentary"
t-att-disabled="state.isGeneratingCommentary">
<t t-if="state.isGeneratingCommentary">Generating...</t>
<t t-else="">AI Commentary</t>
</button>
</div>
</div>
<PeriodFilter />
<div t-if="state.currentAnomalies and state.currentAnomalies.length" class="warnings d-print-none">
<AnomalyStrip t-foreach="state.currentAnomalies" t-as="anomaly"
t-key="anomaly_index" anomaly="anomaly"/>
</div>
<div class="o_account_report_scroll_container overflow-x-auto">
<ReportTable t-if="state.currentResult" result="state.currentResult"
onDrillDown="onDrillDown.bind(this)"/>
</div>
<AiCommentaryPanel t-if="state.currentCommentary" commentary="state.currentCommentary"/>
<DrillDownDialog t-if="state.drillDown and state.drillDown.isOpen"
drill="state.drillDown"
onClose="onCloseDrill.bind(this)"/>
</div>
</t>
</templates>

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/** @odoo-module **/
import { registry } from "@web/core/registry";
import { ReportViewer } from "./report_viewer";
// Register as a CLIENT ACTION (not a view). View types in V19 require an
// ir.ui.view record per type; client actions don't. The Fusion report
// viewer doesn't render records of a model \u2014 it's a custom dashboard \u2014
// so client-action is the architecturally correct dispatch.
//
// Menu \u2192 ir.actions.client(tag="fusion_reports") \u2192 ReportViewer mounts
// with this.props.action.context carrying default_report_type +
// default_report_code.
registry.category("actions").add("fusion_reports", ReportViewer);