Odoo-Modules/fusion_accounting_ai/services/tools/financial_reports.py

"""Fusion-engine-routed AI tools for financial reports.

These 5 tools route through ReportsAdapter's Phase-2 methods
(run_fusion_report / get_anomalies / get_commentary), which in turn
call fusion.report.engine when fusion_accounting_reports is installed.
"""

import logging

_logger = logging.getLogger(__name__)


def _company_id(env, params):
    raw = params.get('company_id')
    return int(raw) if raw else env.company.id


def fusion_run_report(env, params):
    """Run a fusion financial report.

    Params: report_type (pnl|balance_sheet|trial_balance|general_ledger),
            date_from, date_to, comparison (none|previous_period|previous_year),
            optional company_id.
    """
    if 'fusion.report.engine' not in env.registry:
        return {'error': 'fusion_accounting_reports not installed'}
    from ..data_adapters import get_adapter
    adapter = get_adapter(env, 'reports')
    result = adapter.run_fusion_report(
        report_type=params.get('report_type'),
        date_from=params.get('date_from'),
        date_to=params.get('date_to'),
        comparison=params.get('comparison', 'none'),
        company_id=_company_id(env, params),
    )
    rows = result.get('rows', [])
    return {
        'report_type': params.get('report_type'),
        'period': result.get('period'),
        'comparison_period': result.get('comparison_period'),
        'row_count': len(rows),
        'rows': rows,
    }


def fusion_get_anomalies(env, params):
    """Detect variance anomalies in a report."""
    if 'fusion.report.engine' not in env.registry:
        return {'error': 'fusion_accounting_reports not installed'}
    from ..data_adapters import get_adapter
    adapter = get_adapter(env, 'reports')
    result = adapter.get_anomalies(
        report_type=params.get('report_type'),
        date_from=params.get('date_from'),
        date_to=params.get('date_to'),
        comparison=params.get('comparison', 'previous_year'),
        company_id=_company_id(env, params),
    )
    anomalies = result.get('anomalies', [])
    return {'count': len(anomalies), 'anomalies': anomalies}


def fusion_generate_commentary(env, params):
    """Generate AI commentary for a report."""
    if 'fusion.report.engine' not in env.registry:
        return {'error': 'fusion_accounting_reports not installed'}
    from ..data_adapters import get_adapter
    adapter = get_adapter(env, 'reports')
    result = adapter.get_commentary(
        report_type=params.get('report_type'),
        date_from=params.get('date_from'),
        date_to=params.get('date_to'),
        comparison=params.get('comparison', 'none'),
        company_id=_company_id(env, params),
    )
    return {
        'summary': result.get('summary', ''),
        'highlights': result.get('highlights', []),
        'concerns': result.get('concerns', []),
        'next_actions': result.get('next_actions', []),
    }


def fusion_drill_down_report_line(env, params):
    """Drill from a report line into the underlying journal items."""
    if 'fusion.report.engine' not in env.registry:
        return {'error': 'fusion_accounting_reports not installed'}
    from datetime import datetime

    from odoo.addons.fusion_accounting_reports.services.date_periods import (
        Period,
    )
    date_from = params['date_from']
    date_to = params['date_to']
    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()
    period = Period(date_from=date_from, date_to=date_to, label='drill')
    engine = env['fusion.report.engine']
    rows = engine.drill_down(
        account_id=int(params['account_id']),
        period=period,
        company_id=_company_id(env, params),
    )
    return {'count': len(rows), 'rows': rows}


def fusion_compare_periods(env, params):
    """Run a report with period comparison side-by-side.

    Defaults comparison to 'previous_year' so callers get a comparison
    column without specifying it explicitly.
    """
    return fusion_run_report(env, {
        **params,
        'comparison': params.get('comparison', 'previous_year'),
    })


TOOLS = {
    'fusion_run_report': fusion_run_report,
    'fusion_get_anomalies': fusion_get_anomalies,
    'fusion_generate_commentary': fusion_generate_commentary,
    'fusion_drill_down_report_line': fusion_drill_down_report_line,
    'fusion_compare_periods': fusion_compare_periods,
}