8de4beb46a
Adds fusion.period.picker.wizard - a guided entry point that lets users pick a report type and a common period preset (this/last month, quarter, YTD, last year, or custom range). The wizard uses the existing date_periods service helpers (month_bounds, quarter_bounds, fiscal_year_bounds) to pre-fill date_from / date_to via @api.onchange. action_open_report returns a client action that launches the OWL reports viewer with default_report_type / default_date_from / default_date_to / default_comparison in the context. Tests: 3 new (test_period_picker.py). Net 111 -> 114. Made-with: Cursor
78 lines
2.9 KiB
Python
78 lines
2.9 KiB
Python
"""Period selection + comparison wizard.
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Pre-fills date ranges for common report periods (current month, YTD, etc.)."""
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from datetime import timedelta
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from odoo import api, fields, models
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from ..services.date_periods import (
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fiscal_year_bounds, month_bounds, quarter_bounds,
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)
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class FusionPeriodPickerWizard(models.TransientModel):
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_name = "fusion.period.picker.wizard"
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_description = "Period Selection Wizard"
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report_type = fields.Selection([
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('pnl', '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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], required=True, default='pnl')
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period_preset = fields.Selection([
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('this_month', 'This Month'),
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('last_month', 'Last Month'),
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('this_quarter', 'This Quarter'),
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('last_quarter', 'Last Quarter'),
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('this_year', 'This Year (YTD)'),
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('last_year', 'Last Year'),
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('custom', 'Custom Range'),
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], default='this_month', required=True)
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date_from = fields.Date()
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date_to = fields.Date()
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comparison = fields.Selection([
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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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], default='none')
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@api.onchange('period_preset')
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def _onchange_period_preset(self):
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today = fields.Date.today()
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if self.period_preset == 'this_month':
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p = month_bounds(today)
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self.date_from, self.date_to = p.date_from, p.date_to
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elif self.period_preset == 'last_month':
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p = month_bounds(today.replace(day=1) - timedelta(days=1))
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self.date_from, self.date_to = p.date_from, p.date_to
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elif self.period_preset == 'this_quarter':
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p = quarter_bounds(today)
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self.date_from, self.date_to = p.date_from, p.date_to
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elif self.period_preset == 'last_quarter':
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this_q = quarter_bounds(today)
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p = quarter_bounds(this_q.date_from - timedelta(days=1))
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self.date_from, self.date_to = p.date_from, p.date_to
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elif self.period_preset == 'this_year':
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p = fiscal_year_bounds(today)
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self.date_from, self.date_to = p.date_from, today
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elif self.period_preset == 'last_year':
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last_year = today.replace(year=today.year - 1)
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p = fiscal_year_bounds(last_year)
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self.date_from, self.date_to = p.date_from, p.date_to
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def action_open_report(self):
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"""Open the fusion reports viewer pre-filled with selected period."""
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self.ensure_one()
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return {
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'type': 'ir.actions.client',
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'tag': 'fusion_reports',
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'context': {
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'default_report_type': self.report_type,
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'default_date_from': str(self.date_from),
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'default_date_to': str(self.date_to),
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'default_comparison': self.comparison,
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},
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}
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