1ebff01d35
Adds Aged Receivable, Aged Payable, and Partner Ledger as fusion.report records using the new compute_partner_grouped engine method. REPORT_TYPES is extended with aged_receivable / aged_payable / partner_ledger so each report has a unique report_type. The HTTP controller dispatches these to engine.compute_partner_grouped with the appropriate account_type via PARTNER_GROUPED_ACCOUNT_TYPE. Output includes per-partner aging buckets: current, 1-30, 31-60, 61-90, 90+ days. Westin total: 4 + 4 + 3 = 11 of Enterprise's 22 standard reports. Made-with: Cursor
266 lines
10 KiB
Python
266 lines
10 KiB
Python
"""HTTP controller: 8 JSON-RPC endpoints for the OWL reports widget.
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All endpoints route through fusion.report.engine - no direct ORM
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aggregation from the controller. Uses V19's type='jsonrpc'.
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"""
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import logging
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from datetime import date, datetime
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from odoo import _, http
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from odoo.exceptions import ValidationError
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from odoo.http import request
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from ..services.anomaly_detection import detect as detect_anomalies
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from ..services.commentary_generator import generate_commentary
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from ..services.date_periods import Period
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_logger = logging.getLogger(__name__)
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REPORT_TYPES = {
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'pnl', 'balance_sheet', 'trial_balance', 'general_ledger',
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'aged_receivable', 'aged_payable', 'partner_ledger',
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}
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PARTNER_GROUPED_ACCOUNT_TYPE = {
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'aged_receivable': 'asset_receivable',
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'aged_payable': 'liability_payable',
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'partner_ledger': 'asset_receivable',
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}
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def _parse_date(value):
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if isinstance(value, date):
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return value
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return datetime.strptime(value, '%Y-%m-%d').date()
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def _build_period(date_from, date_to, label=None):
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df = _parse_date(date_from)
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dt = _parse_date(date_to)
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return Period(date_from=df, date_to=dt, label=label or f"{df} - {dt}")
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class FusionReportsController(http.Controller):
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@http.route('/fusion/reports/list_available', type='jsonrpc', auth='user')
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def list_available(self, company_id=None):
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company_id = int(company_id) if company_id else request.env.company.id
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Report = request.env['fusion.report'].sudo()
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reports = Report.search([
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('active', '=', True),
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'|', ('company_id', '=', company_id), ('company_id', '=', False),
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], order='sequence, name')
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return {
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'reports': [{
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'id': r.id,
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'name': r.name,
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'code': r.code,
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'report_type': r.report_type,
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'description': r.description or '',
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'default_comparison_mode': r.default_comparison_mode,
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} for r in reports],
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}
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@http.route('/fusion/reports/run', type='jsonrpc', auth='user')
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def run(self, report_type, date_from=None, date_to=None,
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comparison='none', company_id=None):
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if report_type not in REPORT_TYPES:
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raise ValidationError(_("Unknown report type: %s") % report_type)
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company_id = int(company_id) if company_id else request.env.company.id
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engine = request.env['fusion.report.engine']
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if report_type == 'pnl':
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period = _build_period(date_from, date_to)
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return engine.compute_pnl(
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period, comparison=comparison, company_id=company_id,
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)
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if report_type == 'balance_sheet':
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return engine.compute_balance_sheet(
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_parse_date(date_to),
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comparison=comparison,
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company_id=company_id,
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)
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if report_type == 'trial_balance':
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period = _build_period(date_from, date_to)
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return engine.compute_trial_balance(period, company_id=company_id)
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if report_type in PARTNER_GROUPED_ACCOUNT_TYPE:
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period = _build_period(date_from, date_to)
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return engine.compute_partner_grouped(
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period,
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account_type=PARTNER_GROUPED_ACCOUNT_TYPE[report_type],
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comparison=comparison,
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company_id=company_id,
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)
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# general_ledger
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period = _build_period(date_from, date_to)
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return engine.compute_gl(period, company_id=company_id)
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@http.route('/fusion/reports/drill_down', type='jsonrpc', auth='user')
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def drill_down(self, account_id, date_from, date_to, company_id=None):
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company_id = int(company_id) if company_id else request.env.company.id
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engine = request.env['fusion.report.engine']
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period = _build_period(date_from, date_to)
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rows = engine.drill_down(
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account_id=int(account_id),
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period=period,
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company_id=company_id,
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)
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return {'rows': rows, 'count': len(rows)}
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@http.route('/fusion/reports/get_anomalies', type='jsonrpc', auth='user')
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def get_anomalies(self, report_type, date_from, date_to,
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comparison='previous_year', persist=False, company_id=None):
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company_id = int(company_id) if company_id else request.env.company.id
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report_result = self.run(
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report_type=report_type,
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date_from=date_from, date_to=date_to,
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comparison=comparison, company_id=company_id,
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)
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anomalies = detect_anomalies(report_result)
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if persist and anomalies:
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Report = request.env['fusion.report']
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report_def = Report.search([('report_type', '=', report_type)], limit=1)
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if report_def:
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self._persist_anomalies(
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report_def,
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_parse_date(date_from), _parse_date(date_to),
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anomalies,
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)
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return {'anomalies': anomalies, 'count': len(anomalies)}
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def _persist_anomalies(self, report, period_from, period_to, anomalies):
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Anomaly = request.env['fusion.report.anomaly']
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for a in anomalies:
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existing = Anomaly.search([
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('report_id', '=', report.id),
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('period_from', '=', period_from),
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('period_to', '=', period_to),
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('row_id', '=', a['row_id']),
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], limit=1)
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vals = {
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'report_id': report.id,
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'period_from': period_from,
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'period_to': period_to,
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'row_id': a['row_id'],
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'label': a['label'],
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'current_amount': a['current_amount'],
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'comparison_amount': a['comparison_amount'],
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'variance_amount': a['variance_amount'],
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'variance_pct': a['variance_pct'],
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'severity': a['severity'],
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'direction': a['direction'],
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}
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if existing:
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existing.write(vals)
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else:
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Anomaly.create(vals)
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@http.route('/fusion/reports/get_commentary', type='jsonrpc', auth='user')
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def get_commentary(self, report_type, date_from, date_to,
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comparison='none', force_regenerate=False, company_id=None):
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company_id = int(company_id) if company_id else request.env.company.id
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Report = request.env['fusion.report']
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Commentary = request.env['fusion.report.commentary']
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report_def = Report.search([('report_type', '=', report_type)], limit=1)
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if not report_def:
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raise ValidationError(_("No report definition for %s") % report_type)
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period_from = _parse_date(date_from)
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period_to = _parse_date(date_to)
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cached = Commentary.search([
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('report_id', '=', report_def.id),
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('company_id', '=', company_id),
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('period_from', '=', period_from),
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('period_to', '=', period_to),
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('comparison_mode', '=', comparison),
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], limit=1)
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if cached and not force_regenerate:
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return {
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'cached': True,
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'summary': cached.summary or '',
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'highlights': cached.highlights or [],
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'concerns': cached.concerns or [],
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'next_actions': cached.next_actions or [],
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'generated_at': str(cached.generated_at),
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}
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report_result = self.run(
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report_type=report_type, date_from=date_from,
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date_to=date_to, comparison=comparison,
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company_id=company_id,
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)
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anomalies = detect_anomalies(report_result)
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commentary = generate_commentary(
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request.env,
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report_result=report_result,
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anomalies=anomalies,
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)
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vals = {
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'report_id': report_def.id,
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'company_id': company_id,
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'period_from': period_from,
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'period_to': period_to,
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'comparison_mode': comparison,
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'summary': commentary.get('summary', ''),
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'highlights': commentary.get('highlights', []),
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'concerns': commentary.get('concerns', []),
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'next_actions': commentary.get('next_actions', []),
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}
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if cached:
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cached.write(vals)
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else:
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Commentary.create(vals)
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return {'cached': False, **commentary}
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@http.route('/fusion/reports/compare_periods', type='jsonrpc', auth='user')
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def compare_periods(self, report_type, date_from, date_to,
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comparison='previous_year', company_id=None):
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return self.run(
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report_type=report_type, date_from=date_from,
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date_to=date_to, comparison=comparison,
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company_id=company_id,
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)
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@http.route('/fusion/reports/export_pdf', type='jsonrpc', auth='user')
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def export_pdf(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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Report = request.env['fusion.report']
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report_def = Report.search([('report_type', '=', report_type)], limit=1)
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if not report_def:
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return {'status': 'error', 'message': f'No report definition for {report_type}'}
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company_id = int(company_id) if company_id else request.env.company.id
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pdf, _ct = request.env['ir.actions.report'].sudo()._render_qweb_pdf(
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'fusion_accounting_reports.report_pdf_template',
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res_ids=[report_def.id],
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data={
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'report_type': report_type,
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'date_from': date_from, 'date_to': date_to,
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'comparison': comparison, 'company_id': company_id,
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},
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)
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import base64
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return {
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'status': 'ok',
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'pdf_base64': base64.b64encode(pdf).decode('ascii'),
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'filename': f'{report_type}_{date_from}_{date_to}.pdf',
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}
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@http.route('/fusion/reports/export_xlsx', type='jsonrpc', auth='user')
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def export_xlsx(self, report_type, date_from, date_to,
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comparison='none', company_id=None):
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wizard = request.env['fusion.xlsx.export.wizard'].create({
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'report_type': report_type,
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'date_from': _parse_date(date_from),
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'date_to': _parse_date(date_to),
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'comparison': comparison,
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})
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wizard.action_export()
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return {
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'status': 'ok',
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'xlsx_base64': wizard.xlsx_file.decode('ascii') if wizard.xlsx_file else '',
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'filename': wizard.xlsx_filename,
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}
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