Commit Graph

8 Commits

Author SHA1 Message Date
gsinghpal
e17e7f9e4c feat(fusion_accounting_reports): migration wizard bootstrap step verifies report definitions
Inherits fusion.migration.wizard from fusion_accounting_migration and
appends a _reports_bootstrap_step that confirms the 4 CORE report
definitions (pnl, balance_sheet, trial_balance, general_ledger) exist
after migration. Returns a structured result with expected, present, and
missing report types.

Hooked into action_run_migration via super(); failures are logged
(warning) but never raised, so the migration chain remains tolerant of
ordering between sub-modules.

Adds fusion_accounting_migration to manifest depends.

Tests: 1 new (test_migration_round_trip.py). Net 114 -> 115.
Made-with: Cursor
2026-04-19 16:18:39 -04:00
gsinghpal
97640a5ac8 feat(fusion_accounting_reports): 2 cron jobs (anomaly scan + MV refresh)
Made-with: Cursor
2026-04-19 15:54:50 -04:00
gsinghpal
9db7271bdf feat(fusion_accounting_reports): MV for per-account-per-month balances
Made-with: Cursor
2026-04-19 15:53:34 -04:00
gsinghpal
c20e0888e1 feat(fusion_accounting_reports): fusion.report.anomaly persisted model
Made-with: Cursor
2026-04-19 15:32:09 -04:00
gsinghpal
22b277c6b8 feat(fusion_accounting_reports): fusion.report.commentary cache model
Made-with: Cursor
2026-04-19 15:31:22 -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
gsinghpal
50f736d8a7 feat(fusion_accounting_reports): fusion.report definition model
Persistent definition of a Fusion financial report. Each report (P&L,
balance sheet, trial balance, GL) has one row in fusion.report holding
its metadata + line specs (stored as JSON for layout flexibility).

V19 conventions: models.Constraint inline, no _sql_constraints. Per-
company uniqueness on (company_id, code).

3 new tests, 27 total passing.

Made-with: Cursor
2026-04-19 15:12:38 -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