test(fusion_accounting_reports): coexistence behavior

Mirrors Phase 1's coexistence test pattern. Verifies:

- The coexistence group (group_fusion_show_when_enterprise_absent)
  exists and is referenceable
- The reports engine model (fusion.report.engine) is always
  registered, regardless of Enterprise install state
- The Financial Reports root menu requires the coexistence group
- The Open Report... sub-menu (period picker wizard) is gated too

Uses V19 group_ids attribute with a graceful fallback to groups_id for
older runtime variants.

Tests: 3 new (test_coexistence.py). Net 115 -> 118.
Made-with: Cursor

fusion_accounting_reports/__init__.py

@@ -1,3 +1,5 @@
 from . import services
 from . import models
 from . import controllers
+from . import reports
+from . import wizards

fusion_accounting_reports/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Reports',
-    'version': '19.0.1.0.29',
+    'version': '19.0.1.0.35',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented financial reports (P&L, balance sheet, trial balance, GL).',
     'description': """
@@ -27,6 +27,7 @@ menu hides; the engine and AI tools remain available for the chat.
     'depends': [
         'fusion_accounting_core',
         'fusion_accounting_ai',
+        'fusion_accounting_migration',
         'account',
     ],
     'data': [
@@ -36,7 +37,14 @@ menu hides; the engine and AI tools remain available for the chat.
         'data/report_trial_balance.xml',
         'data/report_general_ledger.xml',
         'data/cron.xml',
+        'reports/report_pdf_template.xml',
+        'wizards/xlsx_export_wizard_views.xml',
+        'wizards/period_picker_wizard_views.xml',
+        'views/menu_views.xml',
     ],
+    'external_dependencies': {
+        'python': ['xlsxwriter'],
+    },
     'assets': {
         'web.assets_backend': [
             'fusion_accounting_reports/static/src/scss/_variables.scss',

fusion_accounting_reports/controllers/reports_controller.py

@@ -210,15 +210,39 @@ class FusionReportsController(http.Controller):
     @http.route('/fusion/reports/export_pdf', type='jsonrpc', auth='user')
     def export_pdf(self, report_type, date_from, date_to,
                    comparison='none', company_id=None):
+        Report = request.env['fusion.report']
+        report_def = Report.search([('report_type', '=', report_type)], limit=1)
+        if not report_def:
+            return {'status': 'error', 'message': f'No report definition for {report_type}'}
+        company_id = int(company_id) if company_id else request.env.company.id
+        pdf, _ct = request.env['ir.actions.report'].sudo()._render_qweb_pdf(
+            'fusion_accounting_reports.report_pdf_template',
+            res_ids=[report_def.id],
+            data={
+                'report_type': report_type,
+                'date_from': date_from, 'date_to': date_to,
+                'comparison': comparison, 'company_id': company_id,
+            },
+        )
+        import base64
         return {
-            'status': 'not_implemented',
-            'message': 'PDF export shipping in Task 34',
+            'status': 'ok',
+            'pdf_base64': base64.b64encode(pdf).decode('ascii'),
+            'filename': f'{report_type}_{date_from}_{date_to}.pdf',
         }
 
     @http.route('/fusion/reports/export_xlsx', type='jsonrpc', auth='user')
     def export_xlsx(self, report_type, date_from, date_to,
                     comparison='none', company_id=None):
+        wizard = request.env['fusion.xlsx.export.wizard'].create({
+            'report_type': report_type,
+            'date_from': _parse_date(date_from),
+            'date_to': _parse_date(date_to),
+            'comparison': comparison,
+        })
+        wizard.action_export()
         return {
-            'status': 'not_implemented',
-            'message': 'XLSX export shipping in Task 35',
+            'status': 'ok',
+            'xlsx_base64': wizard.xlsx_file.decode('ascii') if wizard.xlsx_file else '',
+            'filename': wizard.xlsx_filename,
         }

fusion_accounting_reports/models/__init__.py

@@ -4,3 +4,4 @@ from . import fusion_report_commentary
 from . import fusion_report_anomaly
 from . import fusion_account_balance_mv
 from . import fusion_reports_cron
+from . import fusion_migration_wizard

fusion_accounting_reports/models/fusion_migration_wizard.py

@@ -0,0 +1,35 @@
+"""Reports-specific migration step.
+
+Ensures the 4 CORE report definitions are present after migration."""
+
+import logging
+
+from odoo import models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionMigrationWizard(models.TransientModel):
+    _inherit = "fusion.migration.wizard"
+
+    def _reports_bootstrap_step(self):
+        """Verify all 4 CORE report definitions exist."""
+        Report = self.env['fusion.report'].sudo()
+        expected = ['pnl', 'balance_sheet', 'trial_balance', 'general_ledger']
+        present = Report.search([('report_type', 'in', expected)]).mapped('report_type')
+        missing = set(expected) - set(present)
+        return {
+            'step': 'reports_bootstrap',
+            'expected_reports': expected,
+            'present_reports': list(present),
+            'missing_reports': list(missing),
+        }
+
+    def action_run_migration(self):
+        """Override to add reports-bootstrap step at the end of the chain."""
+        result = super().action_run_migration() if hasattr(super(), 'action_run_migration') else None
+        try:
+            self._reports_bootstrap_step()
+        except Exception as e:
+            _logger.warning("reports_bootstrap_step failed: %s", e)
+        return result

fusion_accounting_reports/reports/__init__.py

@@ -0,0 +1 @@
+from . import report_pdf

fusion_accounting_reports/reports/report_pdf.py

@@ -0,0 +1,58 @@
+"""QWeb PDF report for fusion financial reports.
+
+Wraps the engine's compute_* methods and feeds the result into a
+single multi-purpose template that handles all 4 report types."""
+
+from datetime import datetime
+
+from odoo import api, models
+
+from ..services.date_periods import Period
+
+
+class FusionReportPdf(models.AbstractModel):
+    _name = "report.fusion_accounting_reports.report_pdf_template"
+    _description = "Fusion Financial Report PDF"
+
+    @api.model
+    def _get_report_values(self, docids, data=None):
+        """data is expected to be {report_type, date_from, date_to, comparison, company_id}."""
+        data = data or {}
+        report_type = data.get('report_type', 'pnl')
+        company_id = data.get('company_id') or self.env.company.id
+        date_from = data.get('date_from')
+        date_to = data.get('date_to')
+        comparison = data.get('comparison', 'none')
+
+        if isinstance(date_from, str):
+            date_from = datetime.strptime(date_from, '%Y-%m-%d').date()
+        if isinstance(date_to, str):
+            date_to = datetime.strptime(date_to, '%Y-%m-%d').date()
+
+        engine = self.env['fusion.report.engine']
+        if report_type == 'pnl':
+            period = Period(date_from, date_to, f"{date_from} - {date_to}")
+            result = engine.compute_pnl(period, comparison=comparison, company_id=company_id)
+        elif report_type == 'balance_sheet':
+            result = engine.compute_balance_sheet(date_to, comparison=comparison, company_id=company_id)
+        elif report_type == 'trial_balance':
+            period = Period(date_from, date_to, f"{date_from} - {date_to}")
+            result = engine.compute_trial_balance(period, company_id=company_id)
+        elif report_type == 'general_ledger':
+            period = Period(date_from, date_to, f"{date_from} - {date_to}")
+            result = engine.compute_gl(period, company_id=company_id)
+        else:
+            result = {'rows': [], 'report_name': 'Unknown', 'period': {}}
+
+        company = self.env['res.company'].browse(company_id)
+        return {
+            'doc_ids': docids,
+            'doc_model': 'fusion.report',
+            'docs': self.env['fusion.report'].browse(docids) if docids else
+                    self.env['fusion.report'].search([('report_type', '=', report_type)], limit=1),
+            'data': data,
+            'result': result,
+            'company_id': company,
+            'company': company,
+            'res_company': company,
+        }

fusion_accounting_reports/reports/report_pdf_template.xml

@@ -0,0 +1,72 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="report_pdf_template">
+        <t t-call="web.html_container">
+            <t t-call="web.external_layout">
+                <div class="page">
+                    <h2>
+                        <t t-esc="result.get('report_name', 'Financial Report')"/>
+                    </h2>
+                    <p>
+                        <strong>Period:</strong>
+                        <span t-esc="result.get('period', {}).get('label', '')"/>
+                    </p>
+                    <p t-if="result.get('comparison_period')">
+                        <strong>Compared to:</strong>
+                        <span t-esc="result.get('comparison_period', {}).get('label', '')"/>
+                    </p>
+
+                    <table class="table table-sm">
+                        <thead>
+                            <tr>
+                                <th>Line</th>
+                                <th class="text-end">Amount</th>
+                                <t t-if="result.get('comparison_period')">
+                                    <th class="text-end">Comparison</th>
+                                    <th class="text-end">Variance %</th>
+                                </t>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr t-foreach="result.get('rows', [])" t-as="row"
+                                t-attf-style="{{ 'font-weight: bold;' if row.get('is_subtotal') else '' }}">
+                                <td t-attf-style="padding-left: {{ (row.get('level', 0) or 0) * 16 + 8 }}px;">
+                                    <span t-esc="row.get('label', '')"/>
+                                </td>
+                                <td class="text-end">
+                                    <span t-esc="'{:,.2f}'.format(row.get('amount', 0))"/>
+                                </td>
+                                <t t-if="result.get('comparison_period')">
+                                    <td class="text-end">
+                                        <t t-if="row.get('amount_comparison') is not None">
+                                            <span t-esc="'{:,.2f}'.format(row.get('amount_comparison'))"/>
+                                        </t>
+                                    </td>
+                                    <td class="text-end">
+                                        <t t-if="row.get('variance_pct') is not None">
+                                            <span t-esc="'{:+.1f}%'.format(row.get('variance_pct'))"/>
+                                        </t>
+                                    </td>
+                                </t>
+                            </tr>
+                        </tbody>
+                    </table>
+
+                    <p class="text-muted" style="font-size: 0.75rem;">
+                        Generated by Fusion Accounting Reports
+                    </p>
+                </div>
+            </t>
+        </t>
+    </template>
+
+    <record id="action_report_fusion_financial" model="ir.actions.report">
+        <field name="name">Fusion Financial Report (PDF)</field>
+        <field name="model">fusion.report</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_accounting_reports.report_pdf_template</field>
+        <field name="report_file">fusion_accounting_reports.report_pdf_template</field>
+        <field name="binding_model_id" ref="model_fusion_report"/>
+        <field name="binding_view_types">form,list</field>
+    </record>
+</odoo>

fusion_accounting_reports/security/ir.model.access.csv

@@ -3,3 +3,5 @@ access_fusion_report_user,fusion.report.user,model_fusion_report,base.group_user
 access_fusion_report_admin,fusion.report.admin,model_fusion_report,fusion_accounting_core.group_fusion_accounting_admin,1,1,1,1
 access_fusion_report_commentary,fusion.report.commentary,model_fusion_report_commentary,base.group_user,1,1,1,0
 access_fusion_report_anomaly,fusion.report.anomaly,model_fusion_report_anomaly,base.group_user,1,1,1,0
+access_fusion_xlsx_export_wizard_user,fusion.xlsx.export.wizard.user,model_fusion_xlsx_export_wizard,base.group_user,1,1,1,0
+access_fusion_period_picker_wizard_user,fusion.period.picker.wizard.user,model_fusion_period_picker_wizard,base.group_user,1,1,1,0

fusion_accounting_reports/tests/__init__.py

@@ -18,3 +18,8 @@ from . import test_pnl_integration
 from . import test_bs_tb_integration
 from . import test_account_balance_mv
 from . import test_cron
+from . import test_pdf_export
+from . import test_xlsx_export
+from . import test_period_picker
+from . import test_migration_round_trip
+from . import test_coexistence

fusion_accounting_reports/tests/test_coexistence.py

@@ -0,0 +1,39 @@
+"""Coexistence tests for fusion_accounting_reports.
+
+Mirrors Phase 1's coexistence test pattern: verifies the menu requires
+the coexistence group, and the engine model is always available."""
+
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestReportsCoexistence(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.coex_group = self.env.ref(
+            'fusion_accounting_core.group_fusion_show_when_enterprise_absent',
+            raise_if_not_found=False,
+        )
+        self.assertIsNotNone(self.coex_group, "Coexistence group must exist")
+
+    def test_engine_always_available(self):
+        """The engine is registered regardless of Enterprise install state."""
+        self.assertIn('fusion.report.engine', self.env.registry)
+
+    def test_menu_gated_by_coexistence_group(self):
+        menu = self.env.ref('fusion_accounting_reports.menu_fusion_reports_root',
+                            raise_if_not_found=False)
+        if not menu:
+            self.skipTest("Menu not loaded")
+        menu_groups = getattr(menu, 'group_ids', None) or menu.groups_id
+        self.assertIn(self.coex_group, menu_groups,
+                      "Reports root menu must require the coexistence group")
+
+    def test_period_picker_wizard_gated_too(self):
+        menu = self.env.ref('fusion_accounting_reports.menu_fusion_reports_open',
+                            raise_if_not_found=False)
+        if not menu:
+            self.skipTest("Menu not loaded")
+        menu_groups = getattr(menu, 'group_ids', None) or menu.groups_id
+        self.assertIn(self.coex_group, menu_groups)

fusion_accounting_reports/tests/test_migration_round_trip.py

@@ -0,0 +1,15 @@
+"""Tests for the reports-bootstrap migration step."""
+
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestMigrationRoundTrip(TransactionCase):
+
+    def test_bootstrap_finds_all_4_reports(self):
+        wizard = self.env['fusion.migration.wizard'].create({})
+        result = wizard._reports_bootstrap_step()
+        self.assertEqual(result['step'], 'reports_bootstrap')
+        self.assertEqual(set(result['present_reports']),
+                         {'pnl', 'balance_sheet', 'trial_balance', 'general_ledger'})
+        self.assertEqual(result['missing_reports'], [])

fusion_accounting_reports/tests/test_pdf_export.py

@@ -0,0 +1,34 @@
+"""Tests for the PDF export."""
+
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestPdfExport(TransactionCase):
+
+    def test_pdf_render_pnl(self):
+        report = self.env.ref('fusion_accounting_reports.report_pnl')
+        pdf, content_type = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
+            'fusion_accounting_reports.report_pdf_template',
+            res_ids=[report.id],
+            data={
+                'report_type': 'pnl',
+                'date_from': '2026-01-01', 'date_to': '2026-12-31',
+                'company_id': self.env.company.id,
+            },
+        )
+        self.assertGreater(len(pdf), 500)
+        self.assertIn(content_type, ('pdf', 'html'))
+
+    def test_pdf_render_balance_sheet(self):
+        report = self.env.ref('fusion_accounting_reports.report_balance_sheet')
+        pdf, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
+            'fusion_accounting_reports.report_pdf_template',
+            res_ids=[report.id],
+            data={
+                'report_type': 'balance_sheet',
+                'date_from': '2026-01-01', 'date_to': '2026-12-31',
+                'company_id': self.env.company.id,
+            },
+        )
+        self.assertGreater(len(pdf), 500)

fusion_accounting_reports/tests/test_period_picker.py

@@ -0,0 +1,36 @@
+"""Tests for period picker wizard."""
+
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestPeriodPickerWizard(TransactionCase):
+
+    def test_this_month_preset_fills_dates(self):
+        wizard = self.env['fusion.period.picker.wizard'].create({
+            'report_type': 'pnl',
+            'period_preset': 'this_month',
+        })
+        wizard._onchange_period_preset()
+        self.assertTrue(wizard.date_from)
+        self.assertTrue(wizard.date_to)
+        self.assertEqual(wizard.date_from.day, 1)
+
+    def test_this_year_preset_uses_ytd(self):
+        wizard = self.env['fusion.period.picker.wizard'].create({
+            'report_type': 'pnl',
+            'period_preset': 'this_year',
+        })
+        wizard._onchange_period_preset()
+        self.assertEqual(wizard.date_from.month, 1)
+        self.assertEqual(wizard.date_from.day, 1)
+
+    def test_action_open_report_returns_client_action(self):
+        wizard = self.env['fusion.period.picker.wizard'].create({
+            'report_type': 'pnl',
+            'period_preset': 'this_year',
+        })
+        wizard._onchange_period_preset()
+        action = wizard.action_open_report()
+        self.assertEqual(action['type'], 'ir.actions.client')
+        self.assertEqual(action['tag'], 'fusion_reports')

fusion_accounting_reports/tests/test_reports_controller.py

@@ -101,18 +101,26 @@ class TestReportsController(HttpCase):
         self.assertIn('highlights', result)
         self.assertIn('concerns', result)
 
-    def test_export_pdf_placeholder(self):
+    def test_export_pdf_returns_pdf(self):
         result = self._jsonrpc('export_pdf', {
             'report_type': 'pnl',
             'date_from': '2026-01-01',
             'date_to': '2026-12-31',
         })
-        self.assertEqual(result.get('status'), 'not_implemented')
+        self.assertEqual(result.get('status'), 'ok')
+        self.assertIn('pdf_base64', result)
+        self.assertTrue(result.get('filename', '').endswith('.pdf'))
 
-    def test_export_xlsx_placeholder(self):
+    def test_export_xlsx_returns_xlsx(self):
+        try:
+            import xlsxwriter  # noqa: F401
+        except ImportError:
+            self.skipTest("xlsxwriter not installed")
         result = self._jsonrpc('export_xlsx', {
             'report_type': 'pnl',
             'date_from': '2026-01-01',
             'date_to': '2026-12-31',
         })
-        self.assertEqual(result.get('status'), 'not_implemented')
+        self.assertEqual(result.get('status'), 'ok')
+        self.assertTrue(result.get('xlsx_base64'))
+        self.assertTrue(result.get('filename', '').endswith('.xlsx'))

fusion_accounting_reports/tests/test_xlsx_export.py

@@ -0,0 +1,36 @@
+"""Tests for XLSX export wizard."""
+
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestXlsxExport(TransactionCase):
+
+    def test_export_pnl_produces_xlsx(self):
+        try:
+            import xlsxwriter  # noqa: F401
+        except ImportError:
+            self.skipTest("xlsxwriter not installed")
+        wizard = self.env['fusion.xlsx.export.wizard'].create({
+            'report_type': 'pnl',
+            'date_from': date(2026, 1, 1),
+            'date_to': date(2026, 12, 31),
+        })
+        wizard.action_export()
+        self.assertEqual(wizard.state, 'done')
+        self.assertTrue(wizard.xlsx_file)
+        self.assertTrue(wizard.xlsx_filename.endswith('.xlsx'))
+
+    def test_export_balance_sheet(self):
+        try:
+            import xlsxwriter  # noqa: F401
+        except ImportError:
+            self.skipTest("xlsxwriter not installed")
+        wizard = self.env['fusion.xlsx.export.wizard'].create({
+            'report_type': 'balance_sheet',
+            'date_from': date(2026, 1, 1),
+            'date_to': date(2026, 12, 31),
+        })
+        wizard.action_export()
+        self.assertEqual(wizard.state, 'done')

fusion_accounting_reports/views/menu_views.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <menuitem id="menu_fusion_reports_root"
+              name="Financial Reports"
+              sequence="50"
+              web_icon="fusion_accounting_reports,static/description/icon.png"
+              groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
+
+    <menuitem id="menu_fusion_reports_open"
+              name="Open Report..."
+              parent="menu_fusion_reports_root"
+              action="action_fusion_period_picker_wizard"
+              sequence="10"
+              groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
+
+    <menuitem id="menu_fusion_reports_xlsx"
+              name="Export to XLSX..."
+              parent="menu_fusion_reports_root"
+              action="action_fusion_xlsx_export_wizard"
+              sequence="20"
+              groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
+
+    <record id="action_fusion_report_anomaly_list" model="ir.actions.act_window">
+        <field name="name">Report Anomalies</field>
+        <field name="res_model">fusion.report.anomaly</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <menuitem id="menu_fusion_reports_anomalies"
+              name="Anomalies"
+              parent="menu_fusion_reports_root"
+              action="action_fusion_report_anomaly_list"
+              sequence="30"
+              groups="fusion_accounting_core.group_fusion_show_when_enterprise_absent"/>
+</odoo>

fusion_accounting_reports/wizards/__init__.py

@@ -0,0 +1,2 @@
+from . import xlsx_export_wizard
+from . import period_picker_wizard

fusion_accounting_reports/wizards/period_picker_wizard.py

@@ -0,0 +1,77 @@
+"""Period selection + comparison wizard.
+
+Pre-fills date ranges for common report periods (current month, YTD, etc.)."""
+
+from datetime import timedelta
+
+from odoo import api, fields, models
+
+from ..services.date_periods import (
+    fiscal_year_bounds, month_bounds, quarter_bounds,
+)
+
+
+class FusionPeriodPickerWizard(models.TransientModel):
+    _name = "fusion.period.picker.wizard"
+    _description = "Period Selection Wizard"
+
+    report_type = fields.Selection([
+        ('pnl', 'P&L'),
+        ('balance_sheet', 'Balance Sheet'),
+        ('trial_balance', 'Trial Balance'),
+        ('general_ledger', 'General Ledger'),
+    ], required=True, default='pnl')
+    period_preset = fields.Selection([
+        ('this_month', 'This Month'),
+        ('last_month', 'Last Month'),
+        ('this_quarter', 'This Quarter'),
+        ('last_quarter', 'Last Quarter'),
+        ('this_year', 'This Year (YTD)'),
+        ('last_year', 'Last Year'),
+        ('custom', 'Custom Range'),
+    ], default='this_month', required=True)
+    date_from = fields.Date()
+    date_to = fields.Date()
+    comparison = fields.Selection([
+        ('none', 'No Comparison'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none')
+
+    @api.onchange('period_preset')
+    def _onchange_period_preset(self):
+        today = fields.Date.today()
+        if self.period_preset == 'this_month':
+            p = month_bounds(today)
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'last_month':
+            p = month_bounds(today.replace(day=1) - timedelta(days=1))
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'this_quarter':
+            p = quarter_bounds(today)
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'last_quarter':
+            this_q = quarter_bounds(today)
+            p = quarter_bounds(this_q.date_from - timedelta(days=1))
+            self.date_from, self.date_to = p.date_from, p.date_to
+        elif self.period_preset == 'this_year':
+            p = fiscal_year_bounds(today)
+            self.date_from, self.date_to = p.date_from, today
+        elif self.period_preset == 'last_year':
+            last_year = today.replace(year=today.year - 1)
+            p = fiscal_year_bounds(last_year)
+            self.date_from, self.date_to = p.date_from, p.date_to
+
+    def action_open_report(self):
+        """Open the fusion reports viewer pre-filled with selected period."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fusion_reports',
+            'context': {
+                'default_report_type': self.report_type,
+                'default_date_from': str(self.date_from),
+                'default_date_to': str(self.date_to),
+                'default_comparison': self.comparison,
+            },
+        }

fusion_accounting_reports/wizards/period_picker_wizard_views.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fusion_period_picker_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.period.picker.wizard.form</field>
+        <field name="model">fusion.period.picker.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Pick Reporting Period">
+                <group>
+                    <field name="report_type"/>
+                    <field name="period_preset"/>
+                    <field name="date_from" invisible="period_preset != 'custom'"
+                           required="period_preset == 'custom'"/>
+                    <field name="date_to" invisible="period_preset != 'custom'"
+                           required="period_preset == 'custom'"/>
+                    <field name="comparison"/>
+                </group>
+                <footer>
+                    <button name="action_open_report" type="object" string="Open Report"
+                            class="btn-primary"/>
+                    <button special="cancel" string="Cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_period_picker_wizard" model="ir.actions.act_window">
+        <field name="name">Open Financial Report</field>
+        <field name="res_model">fusion.period.picker.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_accounting_reports/wizards/xlsx_export_wizard.py

@@ -0,0 +1,105 @@
+"""XLSX export wizard for fusion financial reports."""
+
+import base64
+import io
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+from ..services.date_periods import Period
+
+
+class FusionXlsxExportWizard(models.TransientModel):
+    _name = "fusion.xlsx.export.wizard"
+    _description = "Export Financial Report to XLSX"
+
+    report_type = fields.Selection([
+        ('pnl', 'P&L'),
+        ('balance_sheet', 'Balance Sheet'),
+        ('trial_balance', 'Trial Balance'),
+        ('general_ledger', 'General Ledger'),
+    ], required=True, default='pnl')
+    date_from = fields.Date(required=True, default=fields.Date.today)
+    date_to = fields.Date(required=True, default=fields.Date.today)
+    comparison = fields.Selection([
+        ('none', 'No Comparison'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none')
+
+    xlsx_file = fields.Binary(readonly=True)
+    xlsx_filename = fields.Char(readonly=True)
+    state = fields.Selection([('draft', 'Draft'), ('done', 'Done')], default='draft')
+
+    def action_export(self):
+        self.ensure_one()
+        company_id = self.env.company.id
+        engine = self.env['fusion.report.engine']
+        if self.report_type == 'pnl':
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_pnl(period, comparison=self.comparison, company_id=company_id)
+        elif self.report_type == 'balance_sheet':
+            result = engine.compute_balance_sheet(self.date_to, comparison=self.comparison, company_id=company_id)
+        elif self.report_type == 'trial_balance':
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_trial_balance(period, company_id=company_id)
+        else:
+            period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
+            result = engine.compute_gl(period, company_id=company_id)
+
+        try:
+            import xlsxwriter
+        except ImportError:
+            raise UserError(_(
+                "xlsxwriter Python package is required for XLSX export. "
+                "Install with: pip install xlsxwriter"))
+
+        buf = io.BytesIO()
+        wb = xlsxwriter.Workbook(buf, {'in_memory': True})
+        ws = wb.add_worksheet(self.report_type[:30])
+        bold = wb.add_format({'bold': True})
+        money = wb.add_format({'num_format': '#,##0.00'})
+        money_bold = wb.add_format({'num_format': '#,##0.00', 'bold': True})
+
+        ws.write(0, 0, result.get('report_name', 'Report'), bold)
+        ws.write(1, 0, f"Period: {result.get('period', {}).get('label', '')}")
+        if result.get('comparison_period'):
+            ws.write(2, 0, f"Comparison: {result['comparison_period']['label']}")
+
+        row_idx = 4
+        ws.write(row_idx, 0, 'Line', bold)
+        ws.write(row_idx, 1, 'Amount', bold)
+        if result.get('comparison_period'):
+            ws.write(row_idx, 2, 'Comparison', bold)
+            ws.write(row_idx, 3, 'Variance %', bold)
+
+        for row in result.get('rows', []):
+            row_idx += 1
+            label = ('  ' * (row.get('level', 0) or 0)) + (row.get('label', '') or '')
+            fmt = bold if row.get('is_subtotal') else None
+            money_fmt = money_bold if row.get('is_subtotal') else money
+            ws.write(row_idx, 0, label, fmt)
+            ws.write(row_idx, 1, row.get('amount', 0), money_fmt)
+            if result.get('comparison_period'):
+                if row.get('amount_comparison') is not None:
+                    ws.write(row_idx, 2, row['amount_comparison'], money_fmt)
+                if row.get('variance_pct') is not None:
+                    ws.write(row_idx, 3, row['variance_pct'] / 100,
+                             wb.add_format({'num_format': '+0.0%;-0.0%;0.0%'}))
+
+        ws.set_column(0, 0, 40)
+        ws.set_column(1, 3, 16)
+        wb.close()
+
+        self.write({
+            'xlsx_file': base64.b64encode(buf.getvalue()),
+            'xlsx_filename': f'{self.report_type}_{self.date_from}_{self.date_to}.xlsx',
+            'state': 'done',
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }

fusion_accounting_reports/wizards/xlsx_export_wizard_views.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fusion_xlsx_export_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.xlsx.export.wizard.form</field>
+        <field name="model">fusion.xlsx.export.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Export to XLSX">
+                <group invisible="state == 'done'">
+                    <field name="report_type"/>
+                    <field name="date_from"/>
+                    <field name="date_to"/>
+                    <field name="comparison"/>
+                </group>
+                <group invisible="state != 'done'">
+                    <field name="xlsx_file" filename="xlsx_filename" readonly="1"/>
+                    <field name="xlsx_filename" invisible="1"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <footer>
+                    <button name="action_export" type="object" string="Export"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <button special="cancel" string="Close"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_xlsx_export_wizard" model="ir.actions.act_window">
+        <field name="name">Export Report (XLSX)</field>
+        <field name="res_model">fusion.xlsx.export.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>