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
6c72f2ab49
refactor(fusion_accounting): move AI module code into fusion_accounting_ai sub-module
...
git mv preserves history. fusion_accounting/ retains only __manifest__.py,
__init__.py, CLAUDE.md, and docs/ — the meta-module shell. All Python,
data, views, security, services, static, tests, wizards, report move to
fusion_accounting_ai/. Manifest data list updated; security.xml move to
_core deferred to Task 12.
Made-with: Cursor
2026-04-18 21:45:06 -04:00
