7d7bd93345
Adds a TransientModel wizard fusion.xlsx.export.wizard that lets users pick a report type, date range, and comparison mode, then runs the engine and produces an XLSX via xlsxwriter (in-memory). The wizard exposes a download field that becomes available after export finishes. Works on P&L, Balance Sheet, Trial Balance, and General Ledger. Comparison columns are written when the engine returns a comparison_period in the result. Also wires the controller's /fusion/reports/export_xlsx endpoint to drive the wizard and return base64-encoded XLSX bytes (replaces the not_implemented placeholder). Tests: 2 new (test_xlsx_export.py) + 1 controller test updated. Manifest declares xlsxwriter as an external_dependency. Made-with: Cursor
106 lines
4.3 KiB
Python
106 lines
4.3 KiB
Python
"""XLSX export wizard for fusion financial reports."""
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import base64
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import io
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from odoo import _, fields, models
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from odoo.exceptions import UserError
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from ..services.date_periods import Period
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class FusionXlsxExportWizard(models.TransientModel):
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_name = "fusion.xlsx.export.wizard"
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_description = "Export Financial Report to XLSX"
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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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date_from = fields.Date(required=True, default=fields.Date.today)
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date_to = fields.Date(required=True, default=fields.Date.today)
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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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xlsx_file = fields.Binary(readonly=True)
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xlsx_filename = fields.Char(readonly=True)
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state = fields.Selection([('draft', 'Draft'), ('done', 'Done')], default='draft')
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def action_export(self):
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self.ensure_one()
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company_id = self.env.company.id
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engine = self.env['fusion.report.engine']
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if self.report_type == 'pnl':
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period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
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result = engine.compute_pnl(period, comparison=self.comparison, company_id=company_id)
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elif self.report_type == 'balance_sheet':
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result = engine.compute_balance_sheet(self.date_to, comparison=self.comparison, company_id=company_id)
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elif self.report_type == 'trial_balance':
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period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
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result = engine.compute_trial_balance(period, company_id=company_id)
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else:
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period = Period(self.date_from, self.date_to, f"{self.date_from} - {self.date_to}")
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result = engine.compute_gl(period, company_id=company_id)
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try:
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import xlsxwriter
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except ImportError:
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raise UserError(_(
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"xlsxwriter Python package is required for XLSX export. "
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"Install with: pip install xlsxwriter"))
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buf = io.BytesIO()
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wb = xlsxwriter.Workbook(buf, {'in_memory': True})
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ws = wb.add_worksheet(self.report_type[:30])
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bold = wb.add_format({'bold': True})
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money = wb.add_format({'num_format': '#,##0.00'})
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money_bold = wb.add_format({'num_format': '#,##0.00', 'bold': True})
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ws.write(0, 0, result.get('report_name', 'Report'), bold)
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ws.write(1, 0, f"Period: {result.get('period', {}).get('label', '')}")
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if result.get('comparison_period'):
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ws.write(2, 0, f"Comparison: {result['comparison_period']['label']}")
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row_idx = 4
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ws.write(row_idx, 0, 'Line', bold)
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ws.write(row_idx, 1, 'Amount', bold)
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if result.get('comparison_period'):
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ws.write(row_idx, 2, 'Comparison', bold)
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ws.write(row_idx, 3, 'Variance %', bold)
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for row in result.get('rows', []):
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row_idx += 1
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label = (' ' * (row.get('level', 0) or 0)) + (row.get('label', '') or '')
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fmt = bold if row.get('is_subtotal') else None
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money_fmt = money_bold if row.get('is_subtotal') else money
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ws.write(row_idx, 0, label, fmt)
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ws.write(row_idx, 1, row.get('amount', 0), money_fmt)
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if result.get('comparison_period'):
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if row.get('amount_comparison') is not None:
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ws.write(row_idx, 2, row['amount_comparison'], money_fmt)
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if row.get('variance_pct') is not None:
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ws.write(row_idx, 3, row['variance_pct'] / 100,
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wb.add_format({'num_format': '+0.0%;-0.0%;0.0%'}))
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ws.set_column(0, 0, 40)
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ws.set_column(1, 3, 16)
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wb.close()
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self.write({
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'xlsx_file': base64.b64encode(buf.getvalue()),
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'xlsx_filename': f'{self.report_type}_{self.date_from}_{self.date_to}.xlsx',
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'state': 'done',
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})
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return {
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'type': 'ir.actions.act_window',
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'res_model': self._name,
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'res_id': self.id,
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'view_mode': 'form',
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'target': 'new',
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}
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