feat(fusion_accounting_reports): MV for per-account-per-month balances

Made-with: Cursor

fusion_accounting_reports/models/__init__.py

@@ -2,3 +2,4 @@ from . import fusion_report
 from . import fusion_report_engine
 from . import fusion_report_commentary
 from . import fusion_report_anomaly
+from . import fusion_account_balance_mv

fusion_accounting_reports/models/fusion_account_balance_mv.py

@@ -0,0 +1,80 @@
+"""Materialized view of per-account-per-month balances.
+
+Created lazily by init() (called by Odoo on install/upgrade). Refresh
+via the model's _refresh() method or via cron (Task 25)."""
+
+import logging
+import os
+
+from odoo import api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionAccountBalanceMV(models.Model):
+    _name = "fusion.account.balance.mv"
+    _description = "MV of per-account per-month aggregated balances"
+    _auto = False
+    _table = "fusion_account_balance_mv"
+    _order = "period_month desc, account_id"
+
+    account_id = fields.Many2one('account.account', readonly=True)
+    company_id = fields.Many2one('res.company', readonly=True)
+    period_month = fields.Date(readonly=True)
+    debit = fields.Float(readonly=True)
+    credit = fields.Float(readonly=True)
+    balance = fields.Float(readonly=True)
+    line_count = fields.Integer(readonly=True)
+
+    def init(self):
+        # If the MV exists but is missing the synthetic `id` column (e.g. from
+        # an earlier dev install), drop it so the new schema applies cleanly.
+        self.env.cr.execute(
+            """
+            SELECT 1
+            FROM pg_matviews mv
+            JOIN pg_attribute a
+              ON a.attrelid = (mv.schemaname || '.' || mv.matviewname)::regclass
+             AND a.attname = 'id'
+            WHERE mv.matviewname = 'fusion_account_balance_mv'
+            """
+        )
+        if not self.env.cr.fetchone():
+            self.env.cr.execute(
+                "DROP MATERIALIZED VIEW IF EXISTS fusion_account_balance_mv"
+            )
+        sql_path = os.path.join(
+            os.path.dirname(__file__), '..', 'data', 'sql',
+            'create_mv_account_balance.sql',
+        )
+        with open(sql_path, 'r') as f:
+            self.env.cr.execute(f.read())
+        _logger.info(
+            "fusion_account_balance_mv: created/verified MV + indexes")
+
+    @api.model
+    def _refresh(self, *, concurrently=True):
+        """Refresh the MV. Falls back to non-concurrent if CONCURRENTLY fails.
+
+        REFRESH MATERIALIZED VIEW CONCURRENTLY requires the MV to be already
+        populated and an autocommit-capable cursor; the cron path in Task 25
+        opens a dedicated cursor for that. This helper keeps callers safe by
+        retrying without CONCURRENTLY on failure."""
+        keyword = "CONCURRENTLY" if concurrently else ""
+        try:
+            self.env.cr.execute(
+                f"REFRESH MATERIALIZED VIEW {keyword} fusion_account_balance_mv"
+            )
+            _logger.debug(
+                "fusion_account_balance_mv refreshed (%s)",
+                'concurrent' if concurrently else 'blocking',
+            )
+        except Exception as e:
+            if concurrently:
+                _logger.warning(
+                    "Concurrent MV refresh failed (%s); falling back", e)
+                self.env.cr.execute(
+                    "REFRESH MATERIALIZED VIEW fusion_account_balance_mv"
+                )
+            else:
+                raise