Compare commits
8 Commits
97640a5ac8
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d1661f3a33
| Author | SHA1 | Date | |
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d1661f3a33 | ||
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8b6dd3aa63 | ||
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4677fae891 | ||
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1918e03485 | ||
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6d020f6419 | ||
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b33e12e587 | ||
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1ffa86b532 | ||
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1f94927f12 |
@@ -1,6 +1,6 @@
|
||||
{
|
||||
'name': 'Fusion Accounting Reports',
|
||||
'version': '19.0.1.0.21',
|
||||
'version': '19.0.1.0.29',
|
||||
'category': 'Accounting/Accounting',
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||||
'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
|
||||
'description': """
|
||||
@@ -39,6 +39,23 @@ menu hides; the engine and AI tools remain available for the chat.
|
||||
],
|
||||
'assets': {
|
||||
'web.assets_backend': [
|
||||
'fusion_accounting_reports/static/src/scss/_variables.scss',
|
||||
'fusion_accounting_reports/static/src/scss/reports.scss',
|
||||
'fusion_accounting_reports/static/src/scss/dark_mode.scss',
|
||||
'fusion_accounting_reports/static/src/services/reports_service.js',
|
||||
'fusion_accounting_reports/static/src/views/report_viewer/report_viewer.js',
|
||||
'fusion_accounting_reports/static/src/views/report_viewer/report_viewer.xml',
|
||||
'fusion_accounting_reports/static/src/views/report_viewer/report_viewer_view.js',
|
||||
'fusion_accounting_reports/static/src/components/report_table/report_table.js',
|
||||
'fusion_accounting_reports/static/src/components/report_table/report_table.xml',
|
||||
'fusion_accounting_reports/static/src/components/drill_down_dialog/drill_down_dialog.js',
|
||||
'fusion_accounting_reports/static/src/components/drill_down_dialog/drill_down_dialog.xml',
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||||
'fusion_accounting_reports/static/src/components/period_filter/period_filter.js',
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||||
'fusion_accounting_reports/static/src/components/period_filter/period_filter.xml',
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||||
'fusion_accounting_reports/static/src/components/ai_commentary_panel/ai_commentary_panel.js',
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||||
'fusion_accounting_reports/static/src/components/ai_commentary_panel/ai_commentary_panel.xml',
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||||
'fusion_accounting_reports/static/src/components/anomaly_strip/anomaly_strip.js',
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||||
'fusion_accounting_reports/static/src/components/anomaly_strip/anomaly_strip.xml',
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||||
],
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||||
},
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||||
'installable': True,
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||||
|
||||
@@ -0,0 +1,10 @@
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||||
/** @odoo-module **/
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||||
|
||||
import { Component } from "@odoo/owl";
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||||
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||||
export class AiCommentaryPanel extends Component {
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static template = "fusion_accounting_reports.AiCommentaryPanel";
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static props = {
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||||
commentary: { type: Object },
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||||
};
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||||
}
|
||||
@@ -0,0 +1,45 @@
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||||
<?xml version="1.0" encoding="UTF-8"?>
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||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_reports.AiCommentaryPanel">
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||||
<div class="o_fusion_commentary_panel">
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<h4>📊 AI Commentary</h4>
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||||
|
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<div class="commentary-section" t-if="props.commentary.summary">
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<p style="margin: 0;"><t t-esc="props.commentary.summary"/></p>
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||||
</div>
|
||||
|
||||
<div class="commentary-section" t-if="props.commentary.highlights and props.commentary.highlights.length">
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||||
<h5>Highlights</h5>
|
||||
<ul>
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||||
<li t-foreach="props.commentary.highlights" t-as="h" t-key="h_index">
|
||||
<t t-esc="h"/>
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||||
</li>
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||||
</ul>
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||||
</div>
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||||
|
||||
<div class="commentary-section" t-if="props.commentary.concerns and props.commentary.concerns.length">
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||||
<h5>Concerns</h5>
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||||
<ul>
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||||
<li t-foreach="props.commentary.concerns" t-as="c" t-key="c_index">
|
||||
<t t-esc="c"/>
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||||
</li>
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||||
</ul>
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||||
</div>
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||||
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||||
<div class="commentary-section" t-if="props.commentary.next_actions and props.commentary.next_actions.length">
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||||
<h5>Next Actions</h5>
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||||
<ul>
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||||
<li t-foreach="props.commentary.next_actions" t-as="a" t-key="a_index">
|
||||
<t t-esc="a"/>
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||||
</li>
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||||
</ul>
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</div>
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||||
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<div class="text-muted" style="font-size: 0.75rem;" t-if="props.commentary.cached">
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||||
Cached • <t t-esc="props.commentary.generated_at"/>
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||||
</div>
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||||
</div>
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||||
</t>
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||||
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||||
</templates>
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||||
@@ -0,0 +1,18 @@
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||||
/** @odoo-module **/
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||||
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||||
import { Component } from "@odoo/owl";
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||||
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export class AnomalyStrip extends Component {
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static template = "fusion_accounting_reports.AnomalyStrip";
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static props = {
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||||
anomaly: { type: Object },
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||||
};
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||||
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formatAmount(amount) {
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||||
if (amount === null || amount === undefined) return "";
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||||
return new Intl.NumberFormat(undefined, {
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||||
minimumFractionDigits: 2, maximumFractionDigits: 2,
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||||
signDisplay: 'always',
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||||
}).format(amount);
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||||
}
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||||
}
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||||
@@ -0,0 +1,18 @@
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||||
<?xml version="1.0" encoding="UTF-8"?>
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||||
<templates xml:space="preserve">
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||||
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||||
<t t-name="fusion_accounting_reports.AnomalyStrip">
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<div class="o_fusion_anomaly_strip" t-att-data-severity="props.anomaly.severity">
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<strong><t t-esc="props.anomaly.label"/></strong>
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<span class="ms-2">
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<t t-esc="props.anomaly.direction === 'increase' ? '↑' : '↓'"/>
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<t t-esc="props.anomaly.variance_pct.toFixed(1)"/>%
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(<t t-esc="formatAmount(props.anomaly.variance_amount)"/>)
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</span>
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<span class="ms-3 text-muted">
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severity: <t t-esc="props.anomaly.severity"/>
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</span>
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||||
</div>
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||||
</t>
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||||
|
||||
</templates>
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||||
@@ -0,0 +1,24 @@
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/** @odoo-module **/
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||||
|
||||
import { Component } from "@odoo/owl";
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||||
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export class DrillDownDialog extends Component {
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static template = "fusion_accounting_reports.DrillDownDialog";
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||||
static props = {
|
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drill: { type: Object },
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||||
onClose: { type: Function },
|
||||
};
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||||
|
||||
formatAmount(amount) {
|
||||
if (amount === null || amount === undefined) return "";
|
||||
return new Intl.NumberFormat(undefined, {
|
||||
minimumFractionDigits: 2, maximumFractionDigits: 2,
|
||||
}).format(amount);
|
||||
}
|
||||
|
||||
onBackdropClick(ev) {
|
||||
if (ev.target.classList.contains('modal-backdrop')) {
|
||||
this.props.onClose();
|
||||
}
|
||||
}
|
||||
}
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||||
@@ -0,0 +1,59 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_reports.DrillDownDialog">
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<div class="modal modal-backdrop"
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style="display: block; background: rgba(0,0,0,0.5); position: fixed; top:0; left:0; right:0; bottom:0; z-index: 1050;"
|
||||
t-on-click="onBackdropClick">
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<div class="modal-dialog modal-xl"
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style="margin: 5vh auto; max-width: 90%;">
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<div class="modal-content">
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<div class="modal-header">
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<h5>Drill-down: <t t-esc="props.drill.label || ''"/></h5>
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||||
<button class="btn-close" t-on-click="props.onClose">×</button>
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||||
</div>
|
||||
<div class="modal-body" style="max-height: 70vh; overflow-y: auto;">
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||||
<div t-if="!props.drill.rows or props.drill.rows.length === 0" class="text-muted">
|
||||
No journal items found.
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||||
</div>
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<table t-else="" class="table table-sm">
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<thead>
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||||
<tr>
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||||
<th>Date</th>
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||||
<th>Move</th>
|
||||
<th>Account</th>
|
||||
<th>Partner</th>
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||||
<th>Description</th>
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||||
<th class="text-end">Debit</th>
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||||
<th class="text-end">Credit</th>
|
||||
<th class="text-end">Balance</th>
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||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr t-foreach="props.drill.rows" t-as="row" t-key="row.move_line_id">
|
||||
<td><t t-esc="row.date"/></td>
|
||||
<td><t t-esc="row.move_name"/></td>
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||||
<td>
|
||||
<span t-att-title="row.account_name">
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||||
<t t-esc="row.account_code"/>
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||||
</span>
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||||
</td>
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||||
<td><t t-esc="row.partner_name || ''"/></td>
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||||
<td><t t-esc="row.label"/></td>
|
||||
<td class="text-end"><t t-esc="formatAmount(row.debit)"/></td>
|
||||
<td class="text-end"><t t-esc="formatAmount(row.credit)"/></td>
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||||
<td class="text-end"><t t-esc="formatAmount(row.balance)"/></td>
|
||||
</tr>
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||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<span class="text-muted me-auto"><t t-esc="props.drill.count"/> rows</span>
|
||||
<button class="btn_report" t-on-click="props.onClose">Close</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
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||||
@@ -0,0 +1,37 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component, useState } from "@odoo/owl";
|
||||
import { useService } from "@web/core/utils/hooks";
|
||||
|
||||
export class PeriodFilter extends Component {
|
||||
static template = "fusion_accounting_reports.PeriodFilter";
|
||||
static props = {};
|
||||
|
||||
setup() {
|
||||
this.reports = useService("fusion_reports");
|
||||
this.state = useState(this.reports.state);
|
||||
}
|
||||
|
||||
async onReportTypeChange(ev) {
|
||||
const reportType = ev.target.value;
|
||||
if (reportType && this.state.dateFrom && this.state.dateTo) {
|
||||
await this.reports.runReport(
|
||||
reportType, this.state.dateFrom, this.state.dateTo,
|
||||
this.state.comparison);
|
||||
}
|
||||
}
|
||||
|
||||
async onDateChange(field, ev) {
|
||||
this.state[field] = ev.target.value;
|
||||
if (this.state.currentReportType && this.state.dateFrom && this.state.dateTo) {
|
||||
await this.reports.runReport(
|
||||
this.state.currentReportType,
|
||||
this.state.dateFrom, this.state.dateTo,
|
||||
this.state.comparison);
|
||||
}
|
||||
}
|
||||
|
||||
async onComparisonChange(ev) {
|
||||
await this.reports.setComparison(ev.target.value);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,40 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_reports.PeriodFilter">
|
||||
<div class="o_fusion_reports_filters">
|
||||
<select t-on-change="onReportTypeChange"
|
||||
class="form-select" style="max-width: 240px;">
|
||||
<option value="">— Select report —</option>
|
||||
<option t-foreach="state.availableReports" t-as="r" t-key="r.id"
|
||||
t-att-value="r.report_type"
|
||||
t-att-selected="r.report_type === state.currentReportType">
|
||||
<t t-esc="r.name"/>
|
||||
</option>
|
||||
</select>
|
||||
|
||||
<label>From</label>
|
||||
<input type="date" class="form-control" style="max-width: 160px;"
|
||||
t-att-value="state.dateFrom || ''"
|
||||
t-on-change="(ev) => onDateChange('dateFrom', ev)"/>
|
||||
|
||||
<label>To</label>
|
||||
<input type="date" class="form-control" style="max-width: 160px;"
|
||||
t-att-value="state.dateTo || ''"
|
||||
t-on-change="(ev) => onDateChange('dateTo', ev)"/>
|
||||
|
||||
<label>Comparison</label>
|
||||
<select class="form-select" style="max-width: 200px;"
|
||||
t-on-change="onComparisonChange">
|
||||
<option value="none" t-att-selected="state.comparison === 'none'">None</option>
|
||||
<option value="previous_period"
|
||||
t-att-selected="state.comparison === 'previous_period'">Previous Period</option>
|
||||
<option value="previous_year"
|
||||
t-att-selected="state.comparison === 'previous_year'">Previous Year</option>
|
||||
</select>
|
||||
|
||||
<span t-if="state.isLoading" class="text-muted ms-3">Loading...</span>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,36 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component } from "@odoo/owl";
|
||||
|
||||
export class ReportTable extends Component {
|
||||
static template = "fusion_accounting_reports.ReportTable";
|
||||
static props = {
|
||||
result: { type: Object },
|
||||
onDrillDown: { type: Function, optional: true },
|
||||
};
|
||||
|
||||
formatAmount(amount) {
|
||||
if (amount === null || amount === undefined) return "";
|
||||
return new Intl.NumberFormat(undefined, {
|
||||
minimumFractionDigits: 2, maximumFractionDigits: 2,
|
||||
}).format(amount);
|
||||
}
|
||||
|
||||
onRowClick(row) {
|
||||
if (row.account_id && this.props.onDrillDown) {
|
||||
this.props.onDrillDown(row.account_id, row.label);
|
||||
}
|
||||
}
|
||||
|
||||
rowClass(row) {
|
||||
const classes = ['report-row', `level-${row.level || 0}`];
|
||||
if (row.is_subtotal) classes.push('subtotal');
|
||||
if (row.account_id) classes.push('drillable');
|
||||
return classes.join(' ');
|
||||
}
|
||||
|
||||
varianceClass(pct) {
|
||||
if (pct === null || pct === undefined) return "";
|
||||
return pct > 0 ? 'variance-pos' : pct < 0 ? 'variance-neg' : '';
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,45 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_reports.ReportTable">
|
||||
<div class="o_fusion_reports_table">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Line</th>
|
||||
<th class="amount">Amount</th>
|
||||
<t t-if="props.result.comparison_period">
|
||||
<th class="amount">
|
||||
<t t-esc="props.result.comparison_period.label"/>
|
||||
</th>
|
||||
<th class="amount">Variance %</th>
|
||||
</t>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr t-foreach="props.result.rows" t-as="row" t-key="row.id"
|
||||
t-att-class="rowClass(row)"
|
||||
t-on-click="() => onRowClick(row)">
|
||||
<td>
|
||||
<span><t t-esc="row.label"/></span>
|
||||
</td>
|
||||
<td class="amount">
|
||||
<t t-esc="formatAmount(row.amount)"/>
|
||||
</td>
|
||||
<t t-if="props.result.comparison_period">
|
||||
<td class="amount">
|
||||
<t t-esc="formatAmount(row.amount_comparison)"/>
|
||||
</td>
|
||||
<td class="amount" t-att-class="varianceClass(row.variance_pct)">
|
||||
<t t-if="row.variance_pct !== null and row.variance_pct !== undefined">
|
||||
<t t-esc="row.variance_pct.toFixed(1)"/>%
|
||||
</t>
|
||||
</td>
|
||||
</t>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
49
fusion_accounting_reports/static/src/scss/_variables.scss
Normal file
49
fusion_accounting_reports/static/src/scss/_variables.scss
Normal file
@@ -0,0 +1,49 @@
|
||||
// Fusion reports design tokens (extends Phase 1's bank_rec tokens for consistency).
|
||||
|
||||
// Colors — semantic
|
||||
$report-bg-primary: #ffffff;
|
||||
$report-bg-secondary: #f9fafb;
|
||||
$report-bg-tertiary: #f3f4f6;
|
||||
$report-border: #e5e7eb;
|
||||
$report-text-primary: #111827;
|
||||
$report-text-secondary: #6b7280;
|
||||
$report-text-muted: #9ca3af;
|
||||
$report-accent: #3b82f6;
|
||||
$report-accent-bg: #eff6ff;
|
||||
|
||||
// Severity colors (mirrors bank_rec)
|
||||
$report-severity-high: #ef4444;
|
||||
$report-severity-high-bg: #fef2f2;
|
||||
$report-severity-medium: #f59e0b;
|
||||
$report-severity-medium-bg: #fffbeb;
|
||||
$report-severity-low: #10b981;
|
||||
$report-severity-low-bg: #ecfdf5;
|
||||
|
||||
// Variance indicators
|
||||
$report-variance-positive: #10b981;
|
||||
$report-variance-negative: #ef4444;
|
||||
|
||||
// Spacing
|
||||
$report-space-1: 0.25rem;
|
||||
$report-space-2: 0.5rem;
|
||||
$report-space-3: 0.75rem;
|
||||
$report-space-4: 1rem;
|
||||
$report-space-5: 1.25rem;
|
||||
$report-space-6: 1.5rem;
|
||||
$report-space-8: 2rem;
|
||||
|
||||
// Typography
|
||||
$report-font-size-xs: 0.75rem;
|
||||
$report-font-size-sm: 0.875rem;
|
||||
$report-font-size-base: 1rem;
|
||||
$report-font-size-lg: 1.125rem;
|
||||
$report-font-size-xl: 1.25rem;
|
||||
$report-font-mono: ui-monospace, SFMono-Regular, Menlo, monospace;
|
||||
|
||||
// Borders + radii
|
||||
$report-border-radius: 0.375rem;
|
||||
$report-border-radius-md: 0.5rem;
|
||||
$report-border-radius-lg: 0.75rem;
|
||||
|
||||
// Subtotal indentation
|
||||
$report-indent-per-level: 1.5rem;
|
||||
34
fusion_accounting_reports/static/src/scss/dark_mode.scss
Normal file
34
fusion_accounting_reports/static/src/scss/dark_mode.scss
Normal file
@@ -0,0 +1,34 @@
|
||||
@import "variables";
|
||||
|
||||
[data-color-scheme="dark"] .o_fusion_reports {
|
||||
background: #1f2937;
|
||||
color: #f9fafb;
|
||||
|
||||
&_header, &_table, &_filters, .o_fusion_commentary_panel {
|
||||
background: #111827;
|
||||
border-color: #374151;
|
||||
color: #f9fafb;
|
||||
}
|
||||
|
||||
&_table {
|
||||
th { background: #1f2937; color: #d1d5db; }
|
||||
td { border-color: #374151; }
|
||||
tr.subtotal { background: #1f2937; }
|
||||
tr.drillable:hover { background: #1e3a8a; }
|
||||
}
|
||||
|
||||
.btn_report {
|
||||
background: #374151;
|
||||
border-color: #4b5563;
|
||||
color: #f9fafb;
|
||||
|
||||
&:hover { background: #4b5563; }
|
||||
&.primary { background: #3b82f6; }
|
||||
}
|
||||
|
||||
.o_fusion_anomaly_strip {
|
||||
&[data-severity="high"] { background: rgba(239, 68, 68, 0.15); }
|
||||
&[data-severity="medium"] { background: rgba(245, 158, 11, 0.15); }
|
||||
&[data-severity="low"] { background: rgba(16, 185, 129, 0.15); }
|
||||
}
|
||||
}
|
||||
161
fusion_accounting_reports/static/src/scss/reports.scss
Normal file
161
fusion_accounting_reports/static/src/scss/reports.scss
Normal file
@@ -0,0 +1,161 @@
|
||||
@import "variables";
|
||||
|
||||
.o_fusion_reports {
|
||||
background: $report-bg-secondary;
|
||||
min-height: 100vh;
|
||||
|
||||
&_header {
|
||||
background: $report-bg-primary;
|
||||
border-bottom: 1px solid $report-border;
|
||||
padding: $report-space-4 $report-space-6;
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
|
||||
h1 {
|
||||
font-size: $report-font-size-xl;
|
||||
margin: 0;
|
||||
}
|
||||
}
|
||||
|
||||
&_table {
|
||||
background: $report-bg-primary;
|
||||
border: 1px solid $report-border;
|
||||
border-radius: $report-border-radius-md;
|
||||
margin: $report-space-4;
|
||||
overflow: hidden;
|
||||
font-family: $report-font-mono;
|
||||
font-size: $report-font-size-sm;
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
|
||||
th {
|
||||
background: $report-bg-tertiary;
|
||||
padding: $report-space-3 $report-space-4;
|
||||
text-align: left;
|
||||
font-weight: 600;
|
||||
color: $report-text-secondary;
|
||||
border-bottom: 1px solid $report-border;
|
||||
}
|
||||
|
||||
th.amount, td.amount {
|
||||
text-align: right;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: $report-space-2 $report-space-4;
|
||||
border-bottom: 1px solid lighten($report-border, 5%);
|
||||
}
|
||||
|
||||
tr.subtotal {
|
||||
font-weight: 600;
|
||||
background: $report-bg-secondary;
|
||||
border-top: 1px solid $report-text-muted;
|
||||
}
|
||||
|
||||
tr.subtotal td {
|
||||
border-bottom: 1px solid $report-text-muted;
|
||||
}
|
||||
|
||||
tr.drillable {
|
||||
cursor: pointer;
|
||||
&:hover { background: $report-accent-bg; }
|
||||
}
|
||||
|
||||
.level-1 { padding-left: $report-space-4 + $report-indent-per-level; }
|
||||
.level-2 { padding-left: $report-space-4 + $report-indent-per-level * 2; }
|
||||
.level-3 { padding-left: $report-space-4 + $report-indent-per-level * 3; }
|
||||
|
||||
.variance-pos { color: $report-variance-positive; }
|
||||
.variance-neg { color: $report-variance-negative; }
|
||||
}
|
||||
|
||||
&_filters {
|
||||
background: $report-bg-primary;
|
||||
padding: $report-space-3 $report-space-4;
|
||||
border-bottom: 1px solid $report-border;
|
||||
display: flex;
|
||||
gap: $report-space-3;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.btn_report {
|
||||
padding: $report-space-2 $report-space-4;
|
||||
border-radius: $report-border-radius;
|
||||
background: $report-bg-primary;
|
||||
border: 1px solid $report-border;
|
||||
color: $report-text-primary;
|
||||
font-size: $report-font-size-sm;
|
||||
cursor: pointer;
|
||||
transition: all 150ms ease-in-out;
|
||||
|
||||
&:hover { background: $report-bg-tertiary; }
|
||||
|
||||
&.primary {
|
||||
background: $report-accent;
|
||||
border-color: $report-accent;
|
||||
color: white;
|
||||
|
||||
&:hover { background: darken($report-accent, 8%); }
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.o_fusion_anomaly_strip {
|
||||
margin: $report-space-3;
|
||||
padding: $report-space-3;
|
||||
border-radius: $report-border-radius;
|
||||
border: 1px solid;
|
||||
font-size: $report-font-size-sm;
|
||||
|
||||
&[data-severity="high"] {
|
||||
background: $report-severity-high-bg;
|
||||
border-color: $report-severity-high;
|
||||
}
|
||||
&[data-severity="medium"] {
|
||||
background: $report-severity-medium-bg;
|
||||
border-color: $report-severity-medium;
|
||||
}
|
||||
&[data-severity="low"] {
|
||||
background: $report-severity-low-bg;
|
||||
border-color: $report-severity-low;
|
||||
}
|
||||
}
|
||||
|
||||
.o_fusion_commentary_panel {
|
||||
background: $report-bg-primary;
|
||||
border: 1px solid $report-border;
|
||||
border-radius: $report-border-radius-md;
|
||||
margin: $report-space-3;
|
||||
padding: $report-space-4;
|
||||
|
||||
h4 {
|
||||
margin: 0 0 $report-space-3;
|
||||
font-size: $report-font-size-base;
|
||||
color: $report-text-primary;
|
||||
}
|
||||
|
||||
.commentary-section {
|
||||
margin-bottom: $report-space-3;
|
||||
|
||||
h5 {
|
||||
font-size: $report-font-size-sm;
|
||||
color: $report-text-secondary;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
margin-bottom: $report-space-2;
|
||||
}
|
||||
|
||||
ul {
|
||||
margin: 0;
|
||||
padding-left: $report-space-4;
|
||||
|
||||
li { margin: $report-space-1 0; }
|
||||
}
|
||||
}
|
||||
}
|
||||
147
fusion_accounting_reports/static/src/services/reports_service.js
Normal file
147
fusion_accounting_reports/static/src/services/reports_service.js
Normal file
@@ -0,0 +1,147 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { registry } from "@web/core/registry";
|
||||
import { reactive } from "@odoo/owl";
|
||||
|
||||
const ENDPOINT_BASE = "/fusion/reports";
|
||||
|
||||
export class ReportsService {
|
||||
constructor(env, services) {
|
||||
this.env = env;
|
||||
this.rpc = services.rpc;
|
||||
this.notification = services.notification;
|
||||
|
||||
this.state = reactive({
|
||||
availableReports: [],
|
||||
currentReportType: null,
|
||||
currentResult: null,
|
||||
currentAnomalies: [],
|
||||
currentCommentary: null,
|
||||
isLoading: false,
|
||||
isGeneratingCommentary: false,
|
||||
dateFrom: null,
|
||||
dateTo: null,
|
||||
comparison: 'none',
|
||||
companyId: null,
|
||||
drillDown: null,
|
||||
});
|
||||
}
|
||||
|
||||
async loadAvailableReports(companyId = null) {
|
||||
this.state.companyId = companyId;
|
||||
this.state.isLoading = true;
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/list_available`,
|
||||
{ company_id: companyId });
|
||||
this.state.availableReports = result.reports;
|
||||
} finally {
|
||||
this.state.isLoading = false;
|
||||
}
|
||||
}
|
||||
|
||||
async runReport(reportType, dateFrom, dateTo, comparison = 'none') {
|
||||
this.state.isLoading = true;
|
||||
this.state.currentReportType = reportType;
|
||||
this.state.dateFrom = dateFrom;
|
||||
this.state.dateTo = dateTo;
|
||||
this.state.comparison = comparison;
|
||||
try {
|
||||
this.state.currentResult = await this.rpc(`${ENDPOINT_BASE}/run`, {
|
||||
report_type: reportType,
|
||||
date_from: dateFrom,
|
||||
date_to: dateTo,
|
||||
comparison: comparison,
|
||||
company_id: this.state.companyId,
|
||||
});
|
||||
if (comparison && comparison !== 'none') {
|
||||
this.fetchAnomalies();
|
||||
} else {
|
||||
this.state.currentAnomalies = [];
|
||||
}
|
||||
this.state.currentCommentary = null;
|
||||
return this.state.currentResult;
|
||||
} catch (err) {
|
||||
this.notification.add(`Run failed: ${err.message || err}`, { type: 'danger' });
|
||||
throw err;
|
||||
} finally {
|
||||
this.state.isLoading = false;
|
||||
}
|
||||
}
|
||||
|
||||
async fetchAnomalies() {
|
||||
if (!this.state.currentReportType) return;
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/get_anomalies`, {
|
||||
report_type: this.state.currentReportType,
|
||||
date_from: this.state.dateFrom,
|
||||
date_to: this.state.dateTo,
|
||||
comparison: this.state.comparison,
|
||||
company_id: this.state.companyId,
|
||||
});
|
||||
this.state.currentAnomalies = result.anomalies || [];
|
||||
} catch (err) {
|
||||
this.state.currentAnomalies = [];
|
||||
}
|
||||
}
|
||||
|
||||
async generateCommentary({ forceRegenerate = false } = {}) {
|
||||
if (!this.state.currentReportType) return;
|
||||
this.state.isGeneratingCommentary = true;
|
||||
try {
|
||||
this.state.currentCommentary = await this.rpc(`${ENDPOINT_BASE}/get_commentary`, {
|
||||
report_type: this.state.currentReportType,
|
||||
date_from: this.state.dateFrom,
|
||||
date_to: this.state.dateTo,
|
||||
comparison: this.state.comparison,
|
||||
company_id: this.state.companyId,
|
||||
force_regenerate: forceRegenerate,
|
||||
});
|
||||
return this.state.currentCommentary;
|
||||
} catch (err) {
|
||||
this.notification.add(`Commentary failed: ${err.message || err}`, { type: 'danger' });
|
||||
throw err;
|
||||
} finally {
|
||||
this.state.isGeneratingCommentary = false;
|
||||
}
|
||||
}
|
||||
|
||||
async drillDown(accountId, label = null) {
|
||||
try {
|
||||
const result = await this.rpc(`${ENDPOINT_BASE}/drill_down`, {
|
||||
account_id: accountId,
|
||||
date_from: this.state.dateFrom,
|
||||
date_to: this.state.dateTo,
|
||||
company_id: this.state.companyId,
|
||||
});
|
||||
this.state.drillDown = {
|
||||
accountId, label, rows: result.rows || [],
|
||||
count: result.count, isOpen: true,
|
||||
};
|
||||
return result;
|
||||
} catch (err) {
|
||||
this.notification.add(`Drill failed: ${err.message || err}`, { type: 'danger' });
|
||||
throw err;
|
||||
}
|
||||
}
|
||||
|
||||
closeDrillDown() {
|
||||
if (this.state.drillDown) {
|
||||
this.state.drillDown.isOpen = false;
|
||||
}
|
||||
}
|
||||
|
||||
setComparison(mode) {
|
||||
this.state.comparison = mode;
|
||||
if (this.state.currentReportType) {
|
||||
return this.runReport(this.state.currentReportType,
|
||||
this.state.dateFrom, this.state.dateTo, mode);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
export const reportsService = {
|
||||
dependencies: ["rpc", "notification"],
|
||||
start(env, services) { return new ReportsService(env, services); },
|
||||
};
|
||||
|
||||
registry.category("services").add("fusion_reports", reportsService);
|
||||
@@ -0,0 +1,47 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { Component, useState, onWillStart } from "@odoo/owl";
|
||||
import { useService } from "@web/core/utils/hooks";
|
||||
import { ReportTable } from "../../components/report_table/report_table";
|
||||
import { PeriodFilter } from "../../components/period_filter/period_filter";
|
||||
import { DrillDownDialog } from "../../components/drill_down_dialog/drill_down_dialog";
|
||||
import { AiCommentaryPanel } from "../../components/ai_commentary_panel/ai_commentary_panel";
|
||||
import { AnomalyStrip } from "../../components/anomaly_strip/anomaly_strip";
|
||||
|
||||
export class ReportViewer extends Component {
|
||||
static template = "fusion_accounting_reports.ReportViewer";
|
||||
static props = { "*": true };
|
||||
static components = {
|
||||
ReportTable, PeriodFilter, DrillDownDialog,
|
||||
AiCommentaryPanel, AnomalyStrip,
|
||||
};
|
||||
|
||||
setup() {
|
||||
this.reports = useService("fusion_reports");
|
||||
this.state = useState(this.reports.state);
|
||||
|
||||
const ctx = this.props.action?.context || {};
|
||||
const reportType = ctx.default_report_type || 'pnl';
|
||||
const companyId = this.env.services.user?.context?.allowed_company_ids?.[0];
|
||||
|
||||
onWillStart(async () => {
|
||||
await this.reports.loadAvailableReports(companyId);
|
||||
const today = new Date();
|
||||
const year = today.getFullYear();
|
||||
await this.reports.runReport(
|
||||
reportType, `${year}-01-01`, `${year}-12-31`, 'none');
|
||||
});
|
||||
}
|
||||
|
||||
onDrillDown(accountId, label) {
|
||||
this.reports.drillDown(accountId, label);
|
||||
}
|
||||
|
||||
onCloseDrill() {
|
||||
this.reports.closeDrillDown();
|
||||
}
|
||||
|
||||
async onGenerateCommentary() {
|
||||
await this.reports.generateCommentary({ forceRegenerate: false });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,41 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="fusion_accounting_reports.ReportViewer">
|
||||
<div class="o_fusion_reports">
|
||||
<div class="o_fusion_reports_header">
|
||||
<div>
|
||||
<h1>
|
||||
<t t-esc="state.currentResult?.report_name || 'Financial Reports'"/>
|
||||
</h1>
|
||||
<div class="text-muted" t-if="state.currentResult">
|
||||
<t t-esc="state.currentResult.period?.label"/>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<button class="btn_report primary"
|
||||
t-on-click="onGenerateCommentary"
|
||||
t-att-disabled="state.isGeneratingCommentary">
|
||||
<t t-if="state.isGeneratingCommentary">Generating...</t>
|
||||
<t t-else="">AI Commentary</t>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<PeriodFilter />
|
||||
|
||||
<AnomalyStrip t-foreach="state.currentAnomalies" t-as="anomaly"
|
||||
t-key="anomaly.row_id" anomaly="anomaly"/>
|
||||
|
||||
<AiCommentaryPanel t-if="state.currentCommentary" commentary="state.currentCommentary"/>
|
||||
|
||||
<ReportTable t-if="state.currentResult" result="state.currentResult"
|
||||
onDrillDown="onDrillDown.bind(this)"/>
|
||||
|
||||
<DrillDownDialog t-if="state.drillDown and state.drillDown.isOpen"
|
||||
drill="state.drillDown"
|
||||
onClose="onCloseDrill.bind(this)"/>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
@@ -0,0 +1,14 @@
|
||||
/** @odoo-module **/
|
||||
|
||||
import { registry } from "@web/core/registry";
|
||||
import { ReportViewer } from "./report_viewer";
|
||||
|
||||
export const fusionReportsView = {
|
||||
type: "fusion_reports",
|
||||
Controller: ReportViewer,
|
||||
display_name: "Fusion Financial Reports",
|
||||
icon: "fa-line-chart",
|
||||
multiRecord: true,
|
||||
};
|
||||
|
||||
registry.category("views").add("fusion_reports", fusionReportsView);
|
||||
Reference in New Issue
Block a user