From f18afe7380f0b14a5bbcd49c95aab56da86d6ee7 Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Sat, 18 Apr 2026 23:40:27 -0400
Subject: [PATCH] refactor(fusion_accounting_ai): route month_end +
 hst_management report tools through ReportsAdapter
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Task 13 Step 10 of phase-0 plan.

  - month_end.get_period_summary → ReportsAdapter.run_report(...) with
    Community fallback to the trial_balance() aggregator.
  - hst_management.get_tax_report → ReportsAdapter.run_report(...).

Other tools in these files (get_unreconciled_counts, find_entries_in_locked_period,
get_accrual_status, run_hash_integrity_check, calculate_hst_balance,
find_missing_tax_invoices, find_missing_itc_bills, create_expense_entry) touch
pure-Community models (account.move, account.move.line, account.account,
account.payment) directly and are tri-mode safe.

account.return tools in hst_management (get_tax_return_status, generate_tax_return,
validate_tax_return) and account.audit.account.status tools in audit.py already
handle the missing-model case gracefully. They fall outside this task's target
set of {account.report, account.followup.line, account.asset} and are left
as-is per plan.

All 12 data-adapter tests pass on westin-v19.

Made-with: Cursor
---
 .../services/tools/hst_management.py          | 29 ++++++----------
 .../services/tools/month_end.py               | 33 ++++++++++++-------
 2 files changed, 31 insertions(+), 31 deletions(-)

diff --git a/fusion_accounting_ai/services/tools/hst_management.py b/fusion_accounting_ai/services/tools/hst_management.py
index 63f4e71c..6caf3287 100644
--- a/fusion_accounting_ai/services/tools/hst_management.py
+++ b/fusion_accounting_ai/services/tools/hst_management.py
@@ -52,25 +52,16 @@ def calculate_hst_balance(env, params):
 
 
 def get_tax_report(env, params):
-    report_ref = params.get('report_ref', 'account.generic_tax_report')
-    try:
-        report = env.ref(report_ref)
-    except Exception:
-        return {'error': f'Report not found: {report_ref}'}
-    options = report.get_options({
-        'date': {
-            'date_from': params.get('date_from', ''),
-            'date_to': params.get('date_to', ''),
-        }
-    })
-    lines = report._get_lines(options)
-    return {
-        'report_name': report.name,
-        'lines': [{
-            'name': l.get('name', ''),
-            'columns': [c.get('no_format', c.get('name', '')) for c in l.get('columns', [])],
-        } for l in lines[:50]],
-    }
+    """Route through ReportsAdapter for tri-mode consistency. The Community
+    fallback returns an error dict explaining the report is Enterprise-only."""
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'reports')
+    return adapter.run_report(
+        ref_id=params.get('report_ref', 'account.generic_tax_report'),
+        date_from=params.get('date_from'),
+        date_to=params.get('date_to'),
+        limit=50,
+    )
 
 
 def find_missing_tax_invoices(env, params):
diff --git a/fusion_accounting_ai/services/tools/month_end.py b/fusion_accounting_ai/services/tools/month_end.py
index e35fc7cc..4a941b0b 100644
--- a/fusion_accounting_ai/services/tools/month_end.py
+++ b/fusion_accounting_ai/services/tools/month_end.py
@@ -101,22 +101,31 @@ def run_hash_integrity_check(env, params):
 
 
 def get_period_summary(env, params):
+    """Period summary via trial-balance. Routed through ReportsAdapter so the
+    Enterprise-only account_reports.trial_balance_report path is isolated;
+    Community installs fall back to the adapter's trial_balance() aggregation."""
+    from ..data_adapters import get_adapter
+    adapter = get_adapter(env, 'reports')
     date_from = params.get('date_from')
     date_to = params.get('date_to')
-    try:
-        report = env.ref('account_reports.trial_balance_report')
-    except Exception:
-        report = env.ref('account.trial_balance_report', raise_if_not_found=False)
-    if not report:
-        return {'error': 'Trial balance report not found'}
-    options = report.get_options({'date': {'date_from': date_from, 'date_to': date_to}})
-    lines = report._get_lines(options)
+    result = adapter.run_report(
+        ref_id='account_reports.trial_balance_report',
+        date_from=date_from, date_to=date_to,
+    )
+    if isinstance(result, dict) and result.get('error'):
+        rows = adapter.trial_balance(
+            date_to=date_to, company_ids=[env.company.id],
+        )
+        return {
+            'period': f'{date_from} to {date_to}',
+            'lines': [{
+                'name': f"{r['account_code']} {r['account_name']}",
+                'columns': [r['debit'], r['credit'], r['balance']],
+            } for r in rows[:100]],
+        }
     return {
         'period': f'{date_from} to {date_to}',
-        'lines': [{
-            'name': l.get('name', ''),
-            'columns': [c.get('no_format', c.get('name', '')) for c in l.get('columns', [])],
-        } for l in lines[:100]],
+        'lines': result.get('lines', []),
     }