changes

fusion_accounting/fusion_accounting_reports/wizards/__init__.py

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+from . import xlsx_export_wizard
+from . import period_picker_wizard

fusion_accounting/fusion_accounting_reports/wizards/period_picker_wizard.py

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

fusion_accounting/fusion_accounting_reports/wizards/period_picker_wizard_views.xml

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

fusion_accounting/fusion_accounting_reports/wizards/xlsx_export_wizard.py

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+"""XLSX export wizard for fusion financial reports."""
+
+import base64
+import io
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+from ..services.date_periods import Period
+
+
+class FusionXlsxExportWizard(models.TransientModel):
+    _name = "fusion.xlsx.export.wizard"
+    _description = "Export Financial Report to XLSX"
+
+    report_type = fields.Selection([
+        ('pnl', 'P&L'),
+        ('balance_sheet', 'Balance Sheet'),
+        ('trial_balance', 'Trial Balance'),
+        ('general_ledger', 'General Ledger'),
+    ], required=True, default='pnl')
+    date_from = fields.Date(required=True, default=fields.Date.today)
+    date_to = fields.Date(required=True, default=fields.Date.today)
+    comparison = fields.Selection([
+        ('none', 'No Comparison'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none')
+
+    xlsx_file = fields.Binary(readonly=True)
+    xlsx_filename = fields.Char(readonly=True)
+    state = fields.Selection([('draft', 'Draft'), ('done', 'Done')], default='draft')
+
+    def action_export(self):
+        self.ensure_one()
+        company_id = self.env.company.id
+        engine = self.env['fusion.report.engine']
+        if self.report_type == 'pnl':
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_pnl(period, comparison=self.comparison, company_id=company_id)
+        elif self.report_type == 'balance_sheet':
+            result = engine.compute_balance_sheet(self.date_to, comparison=self.comparison, company_id=company_id)
+        elif self.report_type == 'trial_balance':
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_trial_balance(period, company_id=company_id)
+        else:
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_gl(period, company_id=company_id)
+
+        try:
+            import xlsxwriter
+        except ImportError:
+            raise UserError(_(
+                "xlsxwriter Python package is required for XLSX export. "
+                "Install with: pip install xlsxwriter"))
+
+        buf = io.BytesIO()
+        wb = xlsxwriter.Workbook(buf, {'in_memory': True})
+        ws = wb.add_worksheet(self.report_type[:30])
+        bold = wb.add_format({'bold': True})
+        money = wb.add_format({'num_format': '#,##0.00'})
+        money_bold = wb.add_format({'num_format': '#,##0.00', 'bold': True})
+
+        ws.write(0, 0, result.get('report_name', 'Report'), bold)
+        ws.write(1, 0, f"Period: {result.get('period', {}).get('label', '')}")
+        if result.get('comparison_period'):
+            ws.write(2, 0, f"Comparison: {result['comparison_period']['label']}")
+
+        row_idx = 4
+        ws.write(row_idx, 0, 'Line', bold)
+        ws.write(row_idx, 1, 'Amount', bold)
+        if result.get('comparison_period'):
+            ws.write(row_idx, 2, 'Comparison', bold)
+            ws.write(row_idx, 3, 'Variance %', bold)
+
+        for row in result.get('rows', []):
+            row_idx += 1
+            label = ('  ' * (row.get('level', 0) or 0)) + (row.get('label', '') or '')
+            fmt = bold if row.get('is_subtotal') else None
+            money_fmt = money_bold if row.get('is_subtotal') else money
+            ws.write(row_idx, 0, label, fmt)
+            ws.write(row_idx, 1, row.get('amount', 0), money_fmt)
+            if result.get('comparison_period'):
+                if row.get('amount_comparison') is not None:
+                    ws.write(row_idx, 2, row['amount_comparison'], money_fmt)
+                if row.get('variance_pct') is not None:
+                    ws.write(row_idx, 3, row['variance_pct'] / 100,
+                             wb.add_format({'num_format': '+0.0%;-0.0%;0.0%'}))
+
+        ws.set_column(0, 0, 40)
+        ws.set_column(1, 3, 16)
+        wb.close()
+
+        self.write({
+            'xlsx_file': base64.b64encode(buf.getvalue()),
+            'xlsx_filename': f'{self.report_type}_{self.date_from}_{self.date_to}.xlsx',
+            'state': 'done',
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }

fusion_accounting/fusion_accounting_reports/wizards/xlsx_export_wizard_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fusion_xlsx_export_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.xlsx.export.wizard.form</field>
+        <field name="model">fusion.xlsx.export.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Export to XLSX">
+                <group invisible="state == 'done'">
+                    <field name="report_type"/>
+                    <field name="date_from"/>
+                    <field name="date_to"/>
+                    <field name="comparison"/>
+                </group>
+                <group invisible="state != 'done'">
+                    <field name="xlsx_file" filename="xlsx_filename" readonly="1"/>
+                    <field name="xlsx_filename" invisible="1"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <footer>
+                    <button name="action_export" type="object" string="Export"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <button special="cancel" string="Close"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_xlsx_export_wizard" model="ir.actions.act_window">
+        <field name="name">Export Report (XLSX)</field>
+        <field name="res_model">fusion.xlsx.export.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>