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feat(fusion_accounting_bank_rec): pre-aggregated MV for OWL widget perf

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CREATE MATERIALIZED VIEW fusion_unreconciled_bank_line_mv pre-computes
the data the kanban widget needs (top suggestion, confidence band,
attachment count, partner reconcile hint) so that listing 50-100 lines
is one indexed query instead of N+1.

Refresh strategy:
- Triggered on fusion.reconcile.suggestion create/write (best-effort,
  never poisons the originating transaction)
- Cron (every 5 min) — added in Task 25

The MV is created in the model's init() (Odoo calls this on
install/upgrade). The SQL DDL is idempotent
(CREATE MATERIALIZED VIEW IF NOT EXISTS / CREATE INDEX IF NOT EXISTS)
and includes a UNIQUE(id) index so REFRESH MATERIALIZED VIEW
CONCURRENTLY is supported. _refresh() falls back to a blocking refresh
on the first call after creation.

Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-19 11:45:36 -04:00
parent 4ffbdc596d
commit 12b6b46e2e
8 changed files with 290 additions and 1 deletions
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fusion_accounting_bank_rec/data/sql/create_mv_unreconciled_bank_line.sql Normal file
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-- Materialized view: pre-aggregated data for the OWL bank reconciliation widget.
-- Refreshed on cron (Task 25) and on suggestion writes.
-- Indexed on (company_id, journal_id, date) for fast UI queries.
CREATE MATERIALIZED VIEW IF NOT EXISTS fusion_unreconciled_bank_line_mv AS
SELECT
bsl.id AS id,
bsl.company_id AS company_id,
bsl.journal_id AS journal_id,
bsl.date AS date,
bsl.amount AS amount,
bsl.payment_ref AS payment_ref,
bsl.currency_id AS currency_id,
bsl.partner_id AS partner_id,
bsl.create_date AS create_date,
-- Top suggestion (highest confidence pending one)
(SELECT s.id FROM fusion_reconcile_suggestion s
WHERE s.statement_line_id = bsl.id AND s.state = 'pending'
ORDER BY s.confidence DESC, s.rank ASC LIMIT 1) AS top_suggestion_id,
(SELECT s.confidence FROM fusion_reconcile_suggestion s
WHERE s.statement_line_id = bsl.id AND s.state = 'pending'
ORDER BY s.confidence DESC, s.rank ASC LIMIT 1) AS top_confidence,
CASE
WHEN (SELECT MAX(s.confidence) FROM fusion_reconcile_suggestion s
WHERE s.statement_line_id = bsl.id AND s.state = 'pending') >= 0.85
THEN 'high'
WHEN (SELECT MAX(s.confidence) FROM fusion_reconcile_suggestion s
WHERE s.statement_line_id = bsl.id AND s.state = 'pending') >= 0.60
THEN 'medium'
WHEN (SELECT MAX(s.confidence) FROM fusion_reconcile_suggestion s
WHERE s.statement_line_id = bsl.id AND s.state = 'pending') > 0
THEN 'low'
ELSE 'none'
END AS confidence_band,
-- Attachment count (assumes ir_attachment.res_model='account.bank.statement.line')
(SELECT COUNT(*) FROM ir_attachment att
WHERE att.res_model = 'account.bank.statement.line' AND att.res_id = bsl.id)
AS attachment_count,
-- Partner reconcile pattern hint
COALESCE((SELECT p.reconcile_count FROM fusion_reconcile_pattern p
WHERE p.partner_id = bsl.partner_id AND p.company_id = bsl.company_id LIMIT 1), 0)
AS partner_reconcile_count
FROM account_bank_statement_line bsl
WHERE bsl.is_reconciled = FALSE;
-- Indexes for the common UI queries: filter by company + journal, sort by date desc.
CREATE INDEX IF NOT EXISTS fusion_mv_unrec_company_journal_date_idx
ON fusion_unreconciled_bank_line_mv (company_id, journal_id, date DESC);
CREATE INDEX IF NOT EXISTS fusion_mv_unrec_partner_idx
ON fusion_unreconciled_bank_line_mv (partner_id) WHERE partner_id IS NOT NULL;
-- UNIQUE index required for CONCURRENTLY refresh
CREATE UNIQUE INDEX IF NOT EXISTS fusion_mv_unrec_id_idx
ON fusion_unreconciled_bank_line_mv (id);