50f736d8a7
Persistent definition of a Fusion financial report. Each report (P&L, balance sheet, trial balance, GL) has one row in fusion.report holding its metadata + line specs (stored as JSON for layout flexibility). V19 conventions: models.Constraint inline, no _sql_constraints. Per- company uniqueness on (company_id, code). 3 new tests, 27 total passing. Made-with: Cursor
64 lines
2.0 KiB
Python
64 lines
2.0 KiB
Python
"""Persistent definition of a Fusion financial report.
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Each report (P&L, balance sheet, trial balance, GL) has ONE row in
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fusion.report describing its metadata + line specs. The line specs
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are stored as a JSON-typed field for flexibility (each line spec
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includes account_type filter, sub-totaling rules, sign convention)."""
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from odoo import _, api, fields, models
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REPORT_TYPES = [
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('pnl', 'Income Statement (P&L)'),
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('balance_sheet', 'Balance Sheet'),
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('trial_balance', 'Trial Balance'),
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('general_ledger', 'General Ledger'),
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]
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class FusionReport(models.Model):
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_name = "fusion.report"
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_description = "Fusion Financial Report Definition"
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_order = "sequence, id"
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name = fields.Char(required=True, translate=True)
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code = fields.Char(
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required=True,
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help="Unique technical code (e.g. 'pnl', 'balance_sheet').",
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)
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report_type = fields.Selection(REPORT_TYPES, required=True)
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sequence = fields.Integer(default=10)
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description = fields.Text()
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active = fields.Boolean(default=True)
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# Layout config - stored as JSON for flexibility per report type.
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# Example for P&L:
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# [
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# {"label": "Revenue", "account_type_prefix": "income_", "sign": 1},
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# {"label": "Cost of Goods Sold", "account_type_prefix": "expense_direct_", "sign": -1},
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# {"label": "Gross Profit", "compute": "subtotal", "above": 2},
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# ...
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# ]
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line_specs = fields.Json(string="Line Specs")
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show_zero_balances = fields.Boolean(default=False)
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show_unposted = fields.Boolean(default=False)
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default_comparison_mode = fields.Selection(
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[
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('none', 'No comparison'),
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('previous_period', 'Previous Period'),
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('previous_year', 'Previous Year'),
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],
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default='none',
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)
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company_id = fields.Many2one(
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'res.company',
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default=lambda self: self.env.company,
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)
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_unique_company_code = models.Constraint(
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'UNIQUE(company_id, code)',
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'Report code must be unique per company.',
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)
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