Commit Graph

2 Commits

Author SHA1 Message Date
gsinghpal
ff6d21a561 feat(fusion_accounting_reports): partner-grouped engine method
Adds engine.compute_partner_grouped(period, account_type=...) that
returns per-partner aggregations with aging buckets (current/1-30/
31-60/61-90/90+). SQL-direct for performance — single GROUP BY query
with conditional sum per bucket.

Foundation for the 3 partner-grouped reports landing in commit 3:
Aged Receivable, Aged Payable, Partner Ledger.

Made-with: Cursor
2026-04-19 23:54:32 -04:00
gsinghpal
cabf51add7 feat(fusion_accounting_reports): fusion.report.engine 5-method API
The engine orchestrator. compute_pnl, compute_balance_sheet,
compute_trial_balance, compute_gl, drill_down. All controllers,
wizards, AI tools must route through these methods; no direct
SQL aggregation from anywhere else.

Internal pipeline: validate -> fetch hierarchy -> SQL aggregate
-> resolve line_specs -> optional comparison + anomaly. Uses raw
SQL for the per-account aggregate (the perf-critical step), ORM
for everything else.

Per-company report lookup with global fallback (company_id desc
nulls last). Balance sheet uses 1970 epoch as date_from for
cumulative-since-inception semantics.

7 new tests, 42 total passing.

Made-with: Cursor
2026-04-19 15:15:54 -04:00