changes

fusion_accounting/fusion_accounting_reports/static/src/components/ai_commentary_panel/ai_commentary_panel.js

@@ -0,0 +1,10 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AiCommentaryPanel extends Component {
+    static template = "fusion_accounting_reports.AiCommentaryPanel";
+    static props = {
+        commentary: { type: Object },
+    };
+}

fusion_accounting/fusion_accounting_reports/static/src/components/ai_commentary_panel/ai_commentary_panel.xml

@@ -0,0 +1,45 @@
+<?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>

fusion_accounting/fusion_accounting_reports/static/src/components/anomaly_strip/anomaly_strip.js

@@ -0,0 +1,28 @@
+/** @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);
+    }
+}

fusion_accounting/fusion_accounting_reports/static/src/components/anomaly_strip/anomaly_strip.xml

@@ -0,0 +1,18 @@
+<?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>

fusion_accounting/fusion_accounting_reports/static/src/components/drill_down_dialog/drill_down_dialog.js

@@ -0,0 +1,24 @@
+/** @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();
+        }
+    }
+}

fusion_accounting/fusion_accounting_reports/static/src/components/drill_down_dialog/drill_down_dialog.xml

@@ -0,0 +1,59 @@
+<?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>

fusion_accounting/fusion_accounting_reports/static/src/components/period_filter/period_filter.js

@@ -0,0 +1,40 @@
+/** @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);
+    }
+}

fusion_accounting/fusion_accounting_reports/static/src/components/period_filter/period_filter.xml

@@ -0,0 +1,38 @@
+<?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>

fusion_accounting/fusion_accounting_reports/static/src/components/report_table/report_table.js

@@ -0,0 +1,60 @@
+/** @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' : '';
+    }
+}

fusion_accounting/fusion_accounting_reports/static/src/components/report_table/report_table.xml

@@ -0,0 +1,107 @@
+<?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>