changes

fusion_accounting/fusion_accounting_reports/models/__init__.py

@@ -0,0 +1,7 @@
+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
+from . import fusion_reports_cron
+from . import fusion_migration_wizard

fusion_accounting/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

fusion_accounting/fusion_accounting_reports/models/fusion_migration_wizard.py

@@ -0,0 +1,35 @@
+"""Reports-specific migration step.
+
+Ensures the 4 CORE report definitions are present after migration."""
+
+import logging
+
+from odoo import models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionMigrationWizard(models.TransientModel):
+    _inherit = "fusion.migration.wizard"
+
+    def _reports_bootstrap_step(self):
+        """Verify all 4 CORE report definitions exist."""
+        Report = self.env['fusion.report'].sudo()
+        expected = ['pnl', 'balance_sheet', 'trial_balance', 'general_ledger']
+        present = Report.search([('report_type', 'in', expected)]).mapped('report_type')
+        missing = set(expected) - set(present)
+        return {
+            'step': 'reports_bootstrap',
+            'expected_reports': expected,
+            'present_reports': list(present),
+            'missing_reports': list(missing),
+        }
+
+    def action_run_migration(self):
+        """Override to add reports-bootstrap step at the end of the chain."""
+        result = super().action_run_migration() if hasattr(super(), 'action_run_migration') else None
+        try:
+            self._reports_bootstrap_step()
+        except Exception as e:
+            _logger.warning("reports_bootstrap_step failed: %s", e)
+        return result

fusion_accounting/fusion_accounting_reports/models/fusion_report.py

@@ -0,0 +1,66 @@
+"""Persistent definition of a Fusion financial report.
+
+Each report (P&L, balance sheet, trial balance, GL) has ONE row in
+fusion.report describing its metadata + line specs. The line specs
+are stored as a JSON-typed field for flexibility (each line spec
+includes account_type filter, sub-totaling rules, sign convention)."""
+
+from odoo import _, api, fields, models
+
+
+REPORT_TYPES = [
+    ('pnl', 'Income Statement (P&L)'),
+    ('balance_sheet', 'Balance Sheet'),
+    ('trial_balance', 'Trial Balance'),
+    ('general_ledger', 'General Ledger'),
+    ('aged_receivable', 'Aged Receivable'),
+    ('aged_payable', 'Aged Payable'),
+    ('partner_ledger', 'Partner Ledger'),
+]
+
+
+class FusionReport(models.Model):
+    _name = "fusion.report"
+    _description = "Fusion Financial Report Definition"
+    _order = "sequence, id"
+
+    name = fields.Char(required=True, translate=True)
+    code = fields.Char(
+        required=True,
+        help="Unique technical code (e.g. 'pnl', 'balance_sheet').",
+    )
+    report_type = fields.Selection(REPORT_TYPES, required=True)
+    sequence = fields.Integer(default=10)
+    description = fields.Text()
+    active = fields.Boolean(default=True)
+
+    # Layout config - stored as JSON for flexibility per report type.
+    # Example for P&L:
+    # [
+    #   {"label": "Revenue", "account_type_prefix": "income_", "sign": 1},
+    #   {"label": "Cost of Goods Sold", "account_type_prefix": "expense_direct_", "sign": -1},
+    #   {"label": "Gross Profit", "compute": "subtotal", "above": 2},
+    #   ...
+    # ]
+    line_specs = fields.Json(string="Line Specs")
+
+    show_zero_balances = fields.Boolean(default=False)
+    show_unposted = fields.Boolean(default=False)
+    default_comparison_mode = fields.Selection(
+        [
+            ('none', 'No comparison'),
+            ('previous_period', 'Previous Period'),
+            ('previous_year', 'Previous Year'),
+        ],
+        default='none',
+    )
+
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+
+    _unique_company_code = models.Constraint(
+        'UNIQUE(company_id, code)',
+        'Report code must be unique per company.',
+    )

fusion_accounting/fusion_accounting_reports/models/fusion_report_anomaly.py

@@ -0,0 +1,56 @@
+"""Persisted anomaly flags from the engine's variance detection.
+
+Each row captures one flagged report row variance. Used by the OWL
+anomaly_strip + the audit trail."""
+
+from odoo import _, api, fields, models
+
+
+SEVERITY = [('low', 'Low'), ('medium', 'Medium'), ('high', 'High')]
+DIRECTION = [('increase', 'Increase'), ('decrease', 'Decrease')]
+
+
+class FusionReportAnomaly(models.Model):
+    _name = "fusion.report.anomaly"
+    _description = "Flagged Report Variance"
+    _order = "detected_at desc, severity desc"
+
+    report_id = fields.Many2one('fusion.report', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    period_from = fields.Date(required=True)
+    period_to = fields.Date(required=True)
+
+    row_id = fields.Char(required=True, help="Engine-generated row id (e.g. 'line_3').")
+    label = fields.Char(required=True)
+    current_amount = fields.Float()
+    comparison_amount = fields.Float()
+    variance_amount = fields.Float()
+    variance_pct = fields.Float()
+    severity = fields.Selection(SEVERITY, required=True)
+    direction = fields.Selection(DIRECTION, required=True)
+
+    detected_at = fields.Datetime(default=fields.Datetime.now, required=True)
+    state = fields.Selection([
+        ('new', 'New'),
+        ('acknowledged', 'Acknowledged'),
+        ('investigating', 'Investigating'),
+        ('resolved', 'Resolved'),
+        ('dismissed', 'Dismissed'),
+    ], default='new', required=True)
+    notes = fields.Text()
+    acknowledged_by = fields.Many2one('res.users')
+    acknowledged_at = fields.Datetime()
+
+    def action_acknowledge(self):
+        self.write({
+            'state': 'acknowledged',
+            'acknowledged_by': self.env.uid,
+            'acknowledged_at': fields.Datetime.now(),
+        })
+
+    def action_dismiss(self):
+        self.write({'state': 'dismissed'})
+
+    def action_resolve(self):
+        self.write({'state': 'resolved'})

fusion_accounting/fusion_accounting_reports/models/fusion_report_commentary.py

@@ -0,0 +1,43 @@
+"""Cached AI-generated commentary for a report run.
+
+One row per (report, period_from, period_to, comparison_mode, company).
+Refreshed on demand or via cron when the underlying data has changed."""
+
+from odoo import _, api, fields, models
+
+
+class FusionReportCommentary(models.Model):
+    _name = "fusion.report.commentary"
+    _description = "AI-Generated Report Commentary Cache"
+    _order = "generated_at desc"
+
+    report_id = fields.Many2one('fusion.report', required=True, ondelete='cascade')
+    company_id = fields.Many2one('res.company', required=True,
+                                 default=lambda self: self.env.company)
+    period_from = fields.Date(required=True)
+    period_to = fields.Date(required=True)
+    comparison_mode = fields.Selection([
+        ('none', 'None'),
+        ('previous_period', 'Previous Period'),
+        ('previous_year', 'Previous Year'),
+    ], default='none', required=True)
+
+    summary = fields.Text()
+    highlights = fields.Json()  # list of strings
+    concerns = fields.Json()    # list of strings
+    next_actions = fields.Json()  # list of strings
+
+    generated_at = fields.Datetime(default=fields.Datetime.now, required=True)
+    generated_by = fields.Selection([
+        ('on_demand', 'On Demand'),
+        ('cron', 'Cron'),
+        ('templated', 'Templated Fallback'),
+    ], default='on_demand', required=True)
+
+    provider = fields.Char(help="LLM provider used (e.g. 'openai', 'claude', 'local'). "
+                                "Empty for templated fallback.")
+
+    _unique_period = models.Constraint(
+        'UNIQUE(report_id, company_id, period_from, period_to, comparison_mode)',
+        'Only one commentary cache row per report+period+mode.',
+    )

fusion_accounting/fusion_accounting_reports/models/fusion_report_engine.py

@@ -0,0 +1,424 @@
+"""The reports engine - orchestrator for all report computation.
+
+5-method public API. All controllers, AI tools, wizards, exports must
+go through these methods; no direct ORM aggregation queries from
+anywhere else.
+
+Internal pipeline (per report run):
+1. Validate (period valid, company allowed, report exists)
+2. Fetch account hierarchy (cached per (company, fiscal_year))
+3. Aggregate move lines per account (the SQL workhorse)
+4. Resolve line_specs into report rows
+5. (Optional) Compute comparison-period rows
+6. (Optional) Detect anomalies (deferred to later tasks)
+"""
+
+import logging
+from datetime import date, timedelta
+
+from odoo import _, api, models
+from odoo.exceptions import ValidationError
+
+from ..services.account_hierarchy import build_tree
+from ..services.date_periods import Period, comparison_period as _comp_period
+from ..services.drill_down_resolver import fetch_drill_down
+from ..services.line_resolver import resolve as _resolve_lines
+from ..services.totaling import TotalLine
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionReportEngine(models.AbstractModel):
+    _name = "fusion.report.engine"
+    _description = "Fusion Financial Reports Engine"
+
+    # ============================================================
+    # PUBLIC API (5 methods)
+    # ============================================================
+
+    @api.model
+    def compute_pnl(
+        self, period: Period, *, comparison: str = 'none',
+        company_id: int | None = None, report_code: str | None = None,
+    ) -> dict:
+        """Income statement (P&L) for the given period.
+
+        ``report_code`` selects between multiple PnL-typed report definitions
+        (``pnl``, ``cash_flow``, ``executive_summary``, ``annual_statements``).
+        When omitted, falls back to the canonical ``pnl`` definition.
+        """
+        report = self._get_report(
+            'pnl', company_id=company_id, code=report_code,
+        )
+        return self._compute(
+            report, period, comparison=comparison, company_id=company_id,
+        )
+
+    @api.model
+    def compute_balance_sheet(
+        self, date_to: date, *, comparison: str = 'none',
+        company_id: int | None = None, report_code: str | None = None,
+    ) -> dict:
+        """Balance sheet AS OF date_to. Period.date_from is set to a
+        far-past date so balances are cumulative-since-inception."""
+        report = self._get_report(
+            'balance_sheet', company_id=company_id, code=report_code,
+        )
+        period = Period(
+            date_from=date(1970, 1, 1),
+            date_to=date_to,
+            label=f"As of {date_to}",
+        )
+        return self._compute(
+            report, period, comparison=comparison, company_id=company_id,
+        )
+
+    @api.model
+    def compute_trial_balance(
+        self, period: Period, *, company_id: int | None = None,
+        report_code: str | None = None,
+    ) -> dict:
+        """Trial balance for the given period - every account with
+        non-zero balance.
+
+        ``report_code`` selects between multiple TB-typed reports (e.g.
+        ``trial_balance``, ``tax_summary``).
+        """
+        report = self._get_report(
+            'trial_balance', company_id=company_id, code=report_code,
+        )
+        return self._compute(
+            report, period, comparison='none', company_id=company_id,
+        )
+
+    @api.model
+    def compute_gl(
+        self, period: Period, *, account_ids: list | None = None,
+        company_id: int | None = None, report_code: str | None = None,
+    ) -> dict:
+        """General ledger for the given period.
+
+        Returns per-account move-line listings rather than aggregated rows."""
+        report = self._get_report(
+            'general_ledger', company_id=company_id, code=report_code,
+        )
+        company_id = company_id or self.env.company.id
+        result = self._compute(
+            report, period, comparison='none', company_id=company_id,
+        )
+        gl_by_account = {}
+        target_ids = account_ids or list(result.get('account_totals', {}).keys())
+        for acct_id in target_ids:
+            gl_by_account[acct_id] = fetch_drill_down(
+                self.env,
+                account_id=acct_id,
+                date_from=period.date_from,
+                date_to=period.date_to,
+                company_id=company_id,
+                limit=200,
+            )
+        result['gl_by_account'] = gl_by_account
+        return result
+
+    @api.model
+    def drill_down(
+        self, *, account_id: int, period: Period,
+        company_id: int | None = None,
+    ) -> list:
+        """Drill into a report line: list the journal items behind it."""
+        company_id = company_id or self.env.company.id
+        return fetch_drill_down(
+            self.env,
+            account_id=account_id,
+            date_from=period.date_from,
+            date_to=period.date_to,
+            company_id=company_id,
+            limit=500,
+        )
+
+    @api.model
+    def compute_partner_grouped(
+        self, period: Period, *, account_type: str = 'asset_receivable',
+        comparison: str = 'none', company_id: int | None = None,
+    ) -> dict:
+        """Per-partner aggregation report (Aged Receivable, Aged Payable,
+        Partner Ledger).
+
+        Returns a dict with ``rows`` = list of partner-level aggregates.
+        Each row has the partner_id, partner_name, total residual, and
+        aging buckets: current / 1-30 / 31-60 / 61-90 / 90+ days past
+        ``period.date_to``.
+
+        SQL-direct for performance: a single GROUP BY query with conditional
+        sum per bucket. Only un-reconciled, posted lines with non-zero
+        residual at the as-of date are included.
+        """
+        company_id = company_id or self.env.company.id
+
+        accounts = self.env['account.account'].sudo().search([
+            ('account_type', '=', account_type),
+            ('company_ids', 'in', company_id),
+        ])
+        if not accounts:
+            return {
+                'report_type': 'partner_grouped',
+                'account_type': account_type,
+                'period': {
+                    'date_from': str(period.date_from),
+                    'date_to': str(period.date_to),
+                    'label': period.label,
+                },
+                'rows': [],
+                'total': 0.0,
+                'partner_count': 0,
+            }
+
+        as_of = period.date_to
+        d30 = as_of - timedelta(days=30)
+        d60 = as_of - timedelta(days=60)
+        d90 = as_of - timedelta(days=90)
+
+        self.env.cr.execute(
+            """
+            SELECT
+                COALESCE(p.id, 0) AS partner_id,
+                COALESCE(p.name, '(no partner)') AS partner_name,
+                SUM(aml.amount_residual) AS total_residual,
+                SUM(CASE
+                        WHEN aml.date_maturity >= %s
+                          OR aml.date_maturity IS NULL
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_current,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                         AND aml.date_maturity >= %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_1_30,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                         AND aml.date_maturity >= %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_31_60,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                         AND aml.date_maturity >= %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_61_90,
+                SUM(CASE
+                        WHEN aml.date_maturity < %s
+                        THEN aml.amount_residual ELSE 0
+                    END) AS bucket_90_plus,
+                COUNT(*) AS line_count
+            FROM account_move_line aml
+            LEFT JOIN res_partner p ON p.id = aml.partner_id
+            WHERE aml.account_id = ANY(%s)
+              AND aml.parent_state = 'posted'
+              AND aml.reconciled = false
+              AND aml.amount_residual != 0
+              AND aml.company_id = %s
+              AND aml.date <= %s
+            GROUP BY p.id, p.name
+            HAVING SUM(aml.amount_residual) != 0
+            ORDER BY total_residual DESC
+            """,
+            (
+                as_of,
+                as_of, d30,
+                d30, d60,
+                d60, d90,
+                d90,
+                list(accounts.ids), company_id, as_of,
+            ),
+        )
+
+        rows = []
+        for r in self.env.cr.dictfetchall():
+            rows.append({
+                'partner_id': r['partner_id'] or False,
+                'partner_name': r['partner_name'] or '(no partner)',
+                'total': float(r['total_residual'] or 0),
+                'bucket_current': float(r['bucket_current'] or 0),
+                'bucket_1_30': float(r['bucket_1_30'] or 0),
+                'bucket_31_60': float(r['bucket_31_60'] or 0),
+                'bucket_61_90': float(r['bucket_61_90'] or 0),
+                'bucket_90_plus': float(r['bucket_90_plus'] or 0),
+                'line_count': r['line_count'],
+            })
+
+        total = sum(r['total'] for r in rows)
+        return {
+            'report_type': 'partner_grouped',
+            'account_type': account_type,
+            'period': {
+                'date_from': str(period.date_from),
+                'date_to': str(period.date_to),
+                'label': period.label,
+            },
+            'company_id': company_id,
+            'rows': rows,
+            'total': total,
+            'partner_count': len(rows),
+        }
+
+    # ============================================================
+    # PRIVATE HELPERS
+    # ============================================================
+
+    def _get_report(
+        self, report_type: str, *, company_id: int | None = None,
+        code: str | None = None,
+    ):
+        """Look up the active fusion.report definition.
+
+        When ``code`` is provided, prefer the report with that exact code
+        (validating its ``report_type`` matches). Otherwise fall back to
+        the canonical-by-type lookup: prefer code == report_type, then any
+        report of that type. Per-company overrides win over global.
+        """
+        Report = self.env['fusion.report'].sudo()
+        company_id = company_id or self.env.company.id
+        company_domain = [
+            ('active', '=', True),
+            '|',
+            ('company_id', '=', company_id),
+            ('company_id', '=', False),
+        ]
+        if code:
+            report = Report.search(
+                [('code', '=', code)] + company_domain,
+                order='company_id desc nulls last',
+                limit=1,
+            )
+            if not report:
+                raise ValidationError(
+                    _("No active fusion.report definition with code '%s'") % code
+                )
+            if report.report_type != report_type:
+                raise ValidationError(
+                    _("Report '%(code)s' has type '%(actual)s' but '%(expected)s' was expected.")
+                    % {
+                        'code': code,
+                        'actual': report.report_type,
+                        'expected': report_type,
+                    }
+                )
+            return report
+
+        # No code: prefer the canonical (code == report_type), then any
+        # other report of that type.
+        report = Report.search(
+            [('code', '=', report_type), ('report_type', '=', report_type)] + company_domain,
+            order='company_id desc nulls last',
+            limit=1,
+        )
+        if report:
+            return report
+        report = Report.search(
+            [('report_type', '=', report_type)] + company_domain,
+            order='company_id desc nulls last, sequence',
+            limit=1,
+        )
+        if not report:
+            raise ValidationError(
+                _("No active fusion.report definition for type '%s'") % report_type
+            )
+        return report
+
+    def _fetch_accounts(self, company_id):
+        """Fetch all accounts for a company, return flat dict + tree."""
+        Account = self.env['account.account'].sudo()
+        records = Account.search([('company_ids', 'in', company_id)])
+        # account.account doesn't carry a parent_id in V19 - we use
+        # account_type prefixes instead, so parent_id is always None here.
+        flat = [
+            {
+                'id': a.id,
+                'code': a.code,
+                'name': a.name,
+                'account_type': a.account_type or '',
+                'parent_id': None,
+            }
+            for a in records
+        ]
+        accounts_by_id = {a['id']: a for a in flat}
+        tree = build_tree(flat)
+        return accounts_by_id, tree
+
+    def _aggregate_period(self, period: Period, company_id: int) -> dict:
+        """SQL aggregate per account_id for a period.
+
+        Raw SQL for performance; this is the perf-critical step."""
+        self.env.cr.execute(
+            """
+            SELECT account_id,
+                   COALESCE(SUM(debit), 0) AS d,
+                   COALESCE(SUM(credit), 0) AS c,
+                   COALESCE(SUM(balance), 0) AS b
+            FROM account_move_line
+            WHERE parent_state = 'posted'
+              AND company_id = %s
+              AND date >= %s
+              AND date <= %s
+            GROUP BY account_id
+            """,
+            (company_id, period.date_from, period.date_to),
+        )
+        out = {}
+        for row in self.env.cr.fetchall():
+            out[row[0]] = TotalLine(
+                debit=float(row[1] or 0),
+                credit=float(row[2] or 0),
+                balance=float(row[3] or 0),
+            )
+        return out
+
+    def _compute(
+        self, report, period: Period, *, comparison: str,
+        company_id: int | None = None,
+    ) -> dict:
+        """Shared computation pipeline. Returns dict with rows, totals,
+        metadata."""
+        company_id = company_id or self.env.company.id
+
+        accounts_by_id, _tree = self._fetch_accounts(company_id)
+
+        account_totals = self._aggregate_period(period, company_id)
+
+        comp_totals = None
+        comp_period = None
+        if comparison and comparison != 'none':
+            comp_period = _comp_period(period, comparison)
+            if comp_period:
+                comp_totals = self._aggregate_period(comp_period, company_id)
+
+        rows = _resolve_lines(
+            report.line_specs or [],
+            account_totals=account_totals,
+            accounts_by_id=accounts_by_id,
+            comparison_totals=comp_totals,
+        )
+
+        return {
+            'report_id': report.id,
+            'report_name': report.name,
+            'report_type': report.report_type,
+            'period': {
+                'date_from': str(period.date_from),
+                'date_to': str(period.date_to),
+                'label': period.label,
+            },
+            'comparison_period': (
+                {
+                    'date_from': str(comp_period.date_from),
+                    'date_to': str(comp_period.date_to),
+                    'label': comp_period.label,
+                }
+                if comp_period
+                else None
+            ),
+            'company_id': company_id,
+            'rows': rows,
+            'account_totals': {
+                aid: tl.balance for aid, tl in account_totals.items()
+            },
+        }

fusion_accounting/fusion_accounting_reports/models/fusion_reports_cron.py

@@ -0,0 +1,117 @@
+"""Cron handlers for fusion_accounting_reports.
+
+Two scheduled jobs:
+- _cron_anomaly_scan: daily P&L variance scan -> persist anomalies
+- _cron_mv_refresh: every 15 min CONCURRENTLY refresh the MV"""
+
+import logging
+from datetime import timedelta
+
+import odoo
+from odoo import api, fields, models
+
+from ..services.anomaly_detection import detect
+from ..services.date_periods import month_bounds
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionReportsCron(models.AbstractModel):
+    _name = "fusion.reports.cron"
+    _description = "Fusion Reports Cron Handlers"
+
+    @api.model
+    def _cron_anomaly_scan(self):
+        """Run last-month P&L vs prior-year-same-month and persist anomalies."""
+        today = fields.Date.today()
+        # Walk back into the previous full calendar month.
+        last_month = today.replace(day=1) - timedelta(days=1)
+        period = month_bounds(last_month)
+
+        Report = self.env['fusion.report'].sudo()
+        Anomaly = self.env['fusion.report.anomaly'].sudo()
+        engine = self.env['fusion.report.engine']
+
+        for company in self.env['res.company'].search([]):
+            try:
+                pnl_def = Report.search(
+                    [
+                        ('report_type', '=', 'pnl'),
+                        '|', ('company_id', '=', company.id),
+                        ('company_id', '=', False),
+                    ],
+                    limit=1,
+                )
+                if not pnl_def:
+                    continue
+                result = engine.compute_pnl(
+                    period,
+                    comparison='previous_year',
+                    company_id=company.id,
+                )
+                anomalies = detect(result)
+                for a in anomalies:
+                    existing = Anomaly.search(
+                        [
+                            ('report_id', '=', pnl_def.id),
+                            ('company_id', '=', company.id),
+                            ('period_from', '=', period.date_from),
+                            ('period_to', '=', period.date_to),
+                            ('row_id', '=', a['row_id']),
+                        ],
+                        limit=1,
+                    )
+                    vals = {
+                        'report_id': pnl_def.id,
+                        'company_id': company.id,
+                        'period_from': period.date_from,
+                        'period_to': period.date_to,
+                        'row_id': a['row_id'],
+                        'label': a['label'],
+                        'current_amount': a['current_amount'],
+                        'comparison_amount': a['comparison_amount'],
+                        'variance_amount': a['variance_amount'],
+                        'variance_pct': a['variance_pct'],
+                        'severity': a['severity'],
+                        'direction': a['direction'],
+                    }
+                    if existing:
+                        existing.write(vals)
+                    else:
+                        Anomaly.create(vals)
+                _logger.info(
+                    "Anomaly scan for company %s: %d flagged",
+                    company.id, len(anomalies),
+                )
+            except Exception as e:
+                _logger.exception(
+                    "Anomaly scan failed for company %s: %s", company.id, e,
+                )
+
+    @api.model
+    def _cron_mv_refresh(self):
+        """REFRESH CONCURRENTLY via dedicated autocommit cursor.
+
+        REFRESH MATERIALIZED VIEW CONCURRENTLY cannot run inside a
+        transaction block, so we open a separate connection with autocommit
+        enabled. The blocking REFRESH is used as a fallback if the
+        concurrent path fails (e.g. on a cold MV with no rows yet)."""
+        try:
+            db_name = self.env.cr.dbname
+            db = odoo.sql_db.db_connect(db_name)
+            with db.cursor() as cron_cr:
+                cron_cr._cnx.set_session(autocommit=True)
+                cron_cr.execute(
+                    "REFRESH MATERIALIZED VIEW CONCURRENTLY "
+                    "fusion_account_balance_mv"
+                )
+            _logger.debug("MV refresh CONCURRENTLY succeeded")
+        except Exception as e:
+            _logger.warning(
+                "CONCURRENTLY refresh failed (%s); blocking fallback", e)
+            try:
+                self.env['fusion.account.balance.mv']._refresh(
+                    concurrently=False)
+            except Exception as e2:
+                _logger.exception(
+                    "Blocking MV refresh also failed: %s", e2)