Commit Graph

8 Commits

Author SHA1 Message Date
gsinghpal
17053b1603 feat(fusion_accounting_reports): commentary_prompt for LLM-generated narratives
Made-with: Cursor
2026-04-19 15:30:28 -04:00
gsinghpal
a4728d7ae7 feat(fusion_accounting_reports): commentary_generator service with templated fallback
Made-with: Cursor
2026-04-19 15:29:44 -04:00
gsinghpal
b78e6dc842 feat(fusion_accounting_reports): anomaly_detection service
Made-with: Cursor
2026-04-19 15:28:53 -04:00
gsinghpal
0eee14f69a feat(fusion_accounting_reports): drill_down_resolver service
Pure-Python helper that, given an account_id and a date range, fetches
posted account.move.line records and returns a flat list of dicts ready
for the drill-down OWL dialog. Used by the engine's drill_down() method.

3 new tests, 35 total passing.

Made-with: Cursor
2026-04-19 15:14:31 -04:00
gsinghpal
9d3b8f7484 feat(fusion_accounting_reports): line_resolver service for report row computation
Pure-Python helper that resolves a fusion.report's line_specs against
account_totals -> ordered list of report row dicts. Supports three spec
types: account_type_prefix (sum accounts by type), account_id (single
account, drill-downable), and compute='subtotal' (sum last N rows).

Comparison-period support: variance_pct computed automatically when
comparison_totals are supplied.

5 new tests, 32 total passing.

Made-with: Cursor
2026-04-19 15:13:44 -04:00
gsinghpal
e14ad21689 feat(fusion_accounting_reports): currency conversion service
Pure-Python helper for FX conversion at report end-date. Handles direct
rates, inverse rates, and fallback to most-recent-rate-on-or-before.
fetch_rates() pulls from res.currency.rate using the same
1/rate inversion convention Odoo uses internally.

Made-with: Cursor
2026-04-19 15:07:46 -04:00
gsinghpal
0a9ed635e8 feat(fusion_accounting_reports): pure-Python services for date+account+totaling
Three service modules with no Odoo dependencies:
- date_periods: fiscal year/month/quarter bounds + comparison derivation
- account_hierarchy: parent-child tree walker with type filtering
- totaling: move-line aggregation primitives

18 unit tests covering edge cases (December rollover, Feb 29, fiscal-
year-before-start, balance check tolerance).

Made-with: Cursor
2026-04-19 15:07:05 -04:00
gsinghpal
a93162cb70 feat(fusion_accounting_reports): Phase 2 skeleton + plan
46-task plan to replace Enterprise account_reports module:
- CORE scope: P&L, balance sheet, trial balance, GL with drill-down
- HYBRID engine: shared primitives + per-report models
- AI augmentation: anomaly detection + LLM-generated commentary
- Coexists with Enterprise (group_fusion_show_when_enterprise_absent)
- Same V19 conventions + test pyramid + perf-budget discipline as Phase 1

Skeleton: empty manifest + dirs + icon. Tasks 3-46 add the substance.
Made-with: Cursor
2026-04-19 15:03:03 -04:00