Commit Graph

6 Commits

Author SHA1 Message Date
gsinghpal
8de4beb46a feat(fusion_accounting_reports): period picker wizard with common presets
Adds fusion.period.picker.wizard - a guided entry point that lets users
pick a report type and a common period preset (this/last month, quarter,
YTD, last year, or custom range). The wizard uses the existing date_periods
service helpers (month_bounds, quarter_bounds, fiscal_year_bounds) to
pre-fill date_from / date_to via @api.onchange.

action_open_report returns a client action that launches the OWL reports
viewer with default_report_type / default_date_from / default_date_to /
default_comparison in the context.

Tests: 3 new (test_period_picker.py). Net 111 -> 114.
Made-with: Cursor
2026-04-19 16:17:46 -04:00
gsinghpal
7d7bd93345 feat(fusion_accounting_reports): XLSX export wizard
Adds a TransientModel wizard fusion.xlsx.export.wizard that lets users
pick a report type, date range, and comparison mode, then runs the
engine and produces an XLSX via xlsxwriter (in-memory).

The wizard exposes a download field that becomes available after export
finishes. Works on P&L, Balance Sheet, Trial Balance, and General Ledger.
Comparison columns are written when the engine returns a comparison_period
in the result.

Also wires the controller's /fusion/reports/export_xlsx endpoint to drive
the wizard and return base64-encoded XLSX bytes (replaces the not_implemented
placeholder).

Tests: 2 new (test_xlsx_export.py) + 1 controller test updated. Manifest
declares xlsxwriter as an external_dependency.

Made-with: Cursor
2026-04-19 16:16:36 -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
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