admin/Odoo-Modules
1
0
Fork 0
Code Issues Pull Requests Actions 8 Packages Projects Releases Wiki Activity
682 Commits 6 Branches 17 Tags
3e92a8318d19facd21e00d784667cf2cdbbca00a
Commit Graph

3 Commits

Author SHA1 Message Date
gsinghpal
15cf4e129f feat(fusion_accounting_ai): wire ReportsAdapter fusion paths to engine 
Adds three new method families on ReportsAdapter that route through
fusion.report.engine when fusion_accounting_reports is installed:

- run_fusion_report (pnl/balance_sheet/trial_balance/general_ledger)
- get_anomalies (variance detection on engine output)
- get_commentary (LLM narrative; falls back to templated)

These coexist with the legacy ref_id-shaped run_report / export_report
API so existing reporting tools (profit_loss, balance_sheet, etc.) keep
working unchanged. FUSION_MODEL is updated to fusion.report.engine so
mode detection picks FUSION when the new engine is installed.

4 new TransactionCase tests cover the fusion + community paths.

Made-with: Cursor
 2026-04-19 15:39:54 -04:00
gsinghpal
e983a370aa refactor(fusion_accounting_ai): route reporting tools through ReportsAdapter 
Task 13 Step 9 of phase-0 plan.

All Enterprise account.report entry points now go through ReportsAdapter:

  - get_profit_loss → ReportsAdapter.run_report(account_reports.profit_and_loss)
  - get_balance_sheet → ReportsAdapter.run_report(account_reports.balance_sheet)
  - get_trial_balance → ReportsAdapter.run_report(...) with Community fallback
    to the existing trial_balance() account.move.line aggregation
  - get_cash_flow → ReportsAdapter.run_report(account_reports.cash_flow_statement)
  - compare_periods → two run_report() calls
  - export_report → ReportsAdapter.export_report() (PDF/XLSX via Enterprise)

ReportsAdapter extended with:

  - run_report(ref_id, date_from, date_to, limit) — generic Enterprise
    account.report wrapper. Enterprise mode returns {report_name, lines};
    Community mode returns a graceful error dict pointing users at the
    raw trial_balance() aggregation tool.
  - export_report(ref_id, fmt, date_from, date_to) — Enterprise-only PDF/XLSX
    export; Community mode returns an error dict.

Pure-Community tools in reporting.py (get_invoicing_summary, get_billing_summary,
get_collections_summary) unchanged — they aggregate account.move /
account.payment directly which is tri-mode safe.

3 new data-adapter tests added for run_report happy/error paths and
export_report shape. Total: 12 tests, all passing on westin-v19.

Made-with: Cursor
 2026-04-18 23:33:54 -04:00
gsinghpal
086b24ab36 feat(fusion_accounting_ai): add ReportsAdapter with trial_balance 
Made-with: Cursor
 2026-04-18 23:14:41 -04:00