6896c71b79
Adds Cash Flow Statement, Executive Summary, Tax Summary, and Annual Statements as fusion.report records with line_specs. All work with the existing engine's bucket-sum pattern — no engine changes needed. Westin total: 4 + 4 = 8 of Enterprise's 22 standard reports now in fusion_accounting_reports. Partner-grouped reports (Aged AR/AP, Partner Ledger) need an engine extension — in commit 2. Made-with: Cursor
25 lines
1.4 KiB
XML
25 lines
1.4 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<odoo noupdate="1">
|
|
<record id="report_executive_summary" model="fusion.report">
|
|
<field name="name">Executive Summary</field>
|
|
<field name="code">executive_summary</field>
|
|
<field name="report_type">pnl</field>
|
|
<field name="sequence">5</field>
|
|
<field name="default_comparison_mode">previous_year</field>
|
|
<field name="description">Top-level KPI summary: revenue, expenses, net income, key balance positions.</field>
|
|
<field name="line_specs" eval="[
|
|
{'label': 'PROFIT & LOSS', 'level': 0},
|
|
{'label': 'Revenue', 'account_type_prefix': 'income', 'sign': -1, 'level': 1},
|
|
{'label': 'Expenses', 'account_type_prefix': 'expense', 'sign': -1, 'level': 1},
|
|
{'label': 'Net Income', 'compute': 'subtotal', 'above': 2, 'sign': 1, 'level': 0},
|
|
|
|
{'label': 'BALANCE POSITIONS', 'level': 0},
|
|
{'label': 'Cash & Bank', 'account_type_prefix': 'asset_cash', 'sign': 1, 'level': 1},
|
|
{'label': 'Receivables', 'account_type_prefix': 'asset_receivable', 'sign': 1, 'level': 1},
|
|
{'label': 'Payables', 'account_type_prefix': 'liability_payable', 'sign': -1, 'level': 1},
|
|
{'label': 'Net Working Position', 'compute': 'subtotal', 'above': 3, 'sign': 1, 'level': 0}
|
|
]"/>
|
|
<field name="company_id" eval="False"/>
|
|
</record>
|
|
</odoo>
|