Commit Graph

3 Commits

Author SHA1 Message Date
gsinghpal
8217bb0ff6 fix(fusion_accounting_reports): expose dynamic OWL reports as menu items
User reported that after Enterprise uninstall, clicking 'Reports' opened
PDF statements instead of the dynamic Fusion report viewer. Root cause:
the OWL ReportViewer (registered as view_type='fusion_reports') was only
reachable via the period-picker WIZARD; no menu items used the OWL view
directly. Plus the JS service ignored report_code, so even within the
viewer, all PnL-typed reports rendered the canonical P&L line_specs.

Changes:

JS layer
- reports_service.js: runReport now accepts and forwards reportCode;
  state tracks currentReportCode so re-runs after period/comparison
  changes preserve the variant.
- report_viewer.js: reads default_report_code (and default_comparison)
  from the action context.
- period_filter.js: passes the cached reportCode on date changes;
  clears it when the user picks a different report_type.

Backend
- New fusion_accounting_reports/views/report_actions.xml with 11
  dedicated ir.actions.act_window records, one per built-in report
  (P&L, Balance Sheet, Trial Balance, GL, Cash Flow, Executive Summary,
  Annual Statements, Aged Receivable, Aged Payable, Partner Ledger,
  Tax Summary). Each opens view_mode='fusion_reports' with the
  appropriate default_report_type + default_report_code context.
- views/menu_views.xml: each report now gets its own menu item
  directly under Accounting > Reporting (sequence 10-40), matching
  Enterprise's flat structure. Custom Period wizard, XLSX export and
  Anomaly browser collected under a 'Tools' sub-group at the bottom.
- fusion_accounting_l10n_ca: adds menu items for 'Profit and Loss
  (Canada)' and 'Balance Sheet (Canada)' as siblings, plus a 'Tax
  Returns (CA)' configuration menu.

Verified live on westin-v19:
- pnl rendering 3 rows, cash_flow 9, executive_summary 7,
  annual_statements 5, ca_profit_loss 9 \u2014 each report now renders
  its own line_specs correctly.
- Reporting menu shows 14 Fusion report entries + Tools group.
- 136/136 reports + l10n_ca tests pass.

Version bumps: reports 19.0.1.1.1, l10n_ca 19.0.1.1.0.

Made-with: Cursor
2026-04-20 01:11:48 -04:00
gsinghpal
867b5f71a1 fix(fusion_accounting): unified Accounting menu under one root, hide migration when Enterprise gone
Some checks failed
fusion_accounting CI / test (fusion_accounting_ai) (push) Has been cancelled
fusion_accounting CI / test (fusion_accounting_core) (push) Has been cancelled
fusion_accounting CI / test (fusion_accounting_migration) (push) Has been cancelled
User reported two UX problems after the Enterprise uninstall:
1. Each Fusion sub-module showed up as its own standalone app in the
   launcher (Bank Reconciliation, Financial Reports, Asset Management,
   Customer Follow-ups, Fusion AI). Should look like ONE Accounting app.
2. Clicking the 'Fusion Accounting' app still opened the migration
   wizard even though Enterprise had been uninstalled and there was
   nothing to migrate.

Fix:
- Move all Fusion sub-module roots under the Community account.menu_finance
  hierarchy:
    * Bank Reconciliation \u2192 Accounting > Bank Reconciliation
    * Asset Management    \u2192 Accounting > Asset Management
    * Financial Reports   \u2192 Reporting > Financial Reports
    * Follow-ups          \u2192 Customers > Follow-ups
    * Fusion AI           \u2192 Configuration > Fusion AI
    * Migrate from Ent.   \u2192 Configuration > Migrate from Enterprise
- Rename Community's 'Invoicing' top-level menu to 'Accounting' (what
  Enterprise's accountant module did). Set the Fusion icon on it. This
  rename lives in the meta-module so it only fires when the full suite
  is installed.
- Add second computed group 'group_fusion_show_when_enterprise_present'
  (inverse of the existing 'absent' group). Migration menus are gated
  by this group, so they auto-hide once Enterprise is uninstalled.
- _fusion_recompute_coexistence_group now maintains both groups in lockstep.
- Meta-module now also depends on l10n_ca, hr_payroll, ocr, documents
  (the Phase 6/7 sub-modules) for one-click full-suite install.
- Fusion AI menu's old parent ('accountant.menu_accounting') was deleted
  with the Enterprise uninstall \u2014 reparented under Configuration.

Result: single 'Accounting' top-level menu containing the standard
V19 Community structure (Dashboard / Customers / Vendors / Accounting /
Reporting / Configuration), with all Fusion features slotted into the
appropriate sub-section. Verified live on westin-v19: 6 separate
Fusion top-level menus collapsed to 1; coexistence groups recomputed
(absent=10 users, present=0 users); 604/604 tests pass.

Version bump: all touched modules \u2192 19.0.1.1.0.

Made-with: Cursor
2026-04-20 01:04:49 -04:00
gsinghpal
5994a1b96b feat(fusion_accounting_reports): menu + window actions with coexistence group filter
Adds views/menu_views.xml with a Financial Reports root menu (sequence
50) and three sub-items: Open Report... (period picker wizard), Export
to XLSX... (xlsx wizard), and Anomalies (list view of fusion.report.anomaly).

Every menu and the root are gated by group_fusion_show_when_enterprise_absent
so the entire Fusion Reports tree disappears when Enterprise's
account_reports module is installed - the engine, AI tools, and exports
remain available; only the UI hides to avoid duplicate menus.

Includes a window action for fusion.report.anomaly (list,form).

Made-with: Cursor
2026-04-19 16:19:24 -04:00