feat(fusion_accounting_assets): MV for per-asset book value snapshot

Made-with: Cursor

fusion_accounting_assets/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Assets',
-    'version': '19.0.1.0.17',
+    'version': '19.0.1.0.18',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented asset management with depreciation schedules.',
     'description': """

fusion_accounting_assets/data/cron.xml

@@ -11,6 +11,16 @@
         <field name="active" eval="True"/>
     </record>
 
+    <record id="cron_fusion_assets_refresh_book_values_mv" model="ir.cron">
+        <field name="name">Fusion Assets — Refresh Book Values MV</field>
+        <field name="model_id" ref="model_fusion_assets_cron"/>
+        <field name="state">code</field>
+        <field name="code">model._cron_refresh_book_values_mv()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">hours</field>
+        <field name="active" eval="True"/>
+    </record>
+
     <record id="cron_fusion_assets_anomaly_scan" model="ir.cron">
         <field name="name">Fusion Assets — Monthly Anomaly Scan</field>
         <field name="model_id" ref="model_fusion_assets_cron"/>

fusion_accounting_assets/data/sql/create_mv_asset_book_values.sql

@@ -0,0 +1,29 @@
+-- Materialized view: per-asset book value snapshot.
+-- Refreshed via cron. Used by the OWL dashboard for portfolio summaries.
+
+CREATE MATERIALIZED VIEW IF NOT EXISTS fusion_asset_book_values_mv AS
+SELECT
+    a.id AS id,
+    a.id AS asset_id,
+    a.company_id,
+    a.category_id,
+    a.state,
+    a.cost,
+    a.salvage_value,
+    COALESCE(SUM(CASE WHEN l.is_posted THEN l.amount ELSE 0 END), 0) AS total_depreciated,
+    a.cost - COALESCE(SUM(CASE WHEN l.is_posted THEN l.amount ELSE 0 END), 0) AS book_value,
+    COUNT(l.id) FILTER (WHERE l.is_posted) AS posted_periods,
+    COUNT(l.id) FILTER (WHERE NOT l.is_posted) AS pending_periods,
+    a.acquisition_date,
+    a.in_service_date
+FROM fusion_asset a
+LEFT JOIN fusion_asset_depreciation_line l ON l.asset_id = a.id
+GROUP BY a.id, a.company_id, a.category_id, a.state, a.cost, a.salvage_value,
+         a.acquisition_date, a.in_service_date;
+
+CREATE UNIQUE INDEX IF NOT EXISTS fusion_asset_book_values_mv_pkey
+    ON fusion_asset_book_values_mv (id);
+CREATE INDEX IF NOT EXISTS fusion_asset_book_values_mv_company_state
+    ON fusion_asset_book_values_mv (company_id, state);
+CREATE INDEX IF NOT EXISTS fusion_asset_book_values_mv_category
+    ON fusion_asset_book_values_mv (category_id) WHERE category_id IS NOT NULL;

fusion_accounting_assets/models/__init__.py

@@ -6,3 +6,4 @@ from . import fusion_asset_anomaly
 from . import account_move
 from . import fusion_asset_engine
 from . import fusion_assets_cron
+from . import fusion_asset_book_values_mv

fusion_accounting_assets/models/fusion_asset_book_values_mv.py

@@ -0,0 +1,59 @@
+"""MV of per-asset book value snapshot. Refresh via cron or model._refresh()."""
+
+import logging
+import os
+
+from odoo import api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionAssetBookValuesMV(models.Model):
+    _name = "fusion.asset.book.values.mv"
+    _description = "MV of asset book value snapshot"
+    _auto = False
+    _table = "fusion_asset_book_values_mv"
+    _order = "book_value desc"
+
+    asset_id = fields.Many2one('fusion.asset', readonly=True)
+    company_id = fields.Many2one('res.company', readonly=True)
+    category_id = fields.Many2one('fusion.asset.category', readonly=True)
+    state = fields.Char(readonly=True)
+    cost = fields.Float(readonly=True)
+    salvage_value = fields.Float(readonly=True)
+    total_depreciated = fields.Float(readonly=True)
+    book_value = fields.Float(readonly=True)
+    posted_periods = fields.Integer(readonly=True)
+    pending_periods = fields.Integer(readonly=True)
+    acquisition_date = fields.Date(readonly=True)
+    in_service_date = fields.Date(readonly=True)
+
+    def init(self):
+        sql_path = os.path.join(
+            os.path.dirname(__file__), '..', 'data', 'sql',
+            'create_mv_asset_book_values.sql',
+        )
+        with open(sql_path, 'r') as f:
+            self.env.cr.execute(f.read())
+        _logger.info("fusion_asset_book_values_mv: created/verified MV")
+
+    @api.model
+    def _refresh(self, *, concurrently=True):
+        # CONCURRENTLY requires a unique index (we have one) and that the MV
+        # has been populated at least once. Wrap the concurrent attempt in a
+        # savepoint so a failure (e.g. first-ever refresh before the MV is
+        # populated) does NOT poison the surrounding transaction; we then
+        # fall back to a plain REFRESH.
+        if concurrently:
+            try:
+                with self.env.cr.savepoint():
+                    self.env.cr.execute(
+                        "REFRESH MATERIALIZED VIEW CONCURRENTLY "
+                        "fusion_asset_book_values_mv"
+                    )
+                return
+            except Exception as e:  # noqa: BLE001
+                _logger.warning("Concurrent MV refresh failed (%s); fallback", e)
+        self.env.cr.execute(
+            "REFRESH MATERIALIZED VIEW fusion_asset_book_values_mv"
+        )

fusion_accounting_assets/models/fusion_assets_cron.py

@@ -36,6 +36,17 @@ class FusionAssetsCron(models.AbstractModel):
             "Cron: posted depreciation on %d lines across %d running assets",
             posted_total, len(running_assets),
         )
+        # Keep the book-value MV in sync after posting so the dashboard
+        # reflects today's numbers without waiting for the dedicated MV cron.
+        try:
+            self.env['fusion.asset.book.values.mv']._refresh()
+        except Exception as e:  # noqa: BLE001
+            _logger.warning("Post-cron MV refresh failed: %s", e)
+
+    @api.model
+    def _cron_refresh_book_values_mv(self):
+        """Refresh the per-asset book value MV (hourly)."""
+        self.env['fusion.asset.book.values.mv']._refresh()
 
     @api.model
     def _cron_anomaly_scan(self):

fusion_accounting_assets/tests/__init__.py

@@ -17,3 +17,4 @@ from . import test_asset_tools
 from . import test_assets_cron
 from . import test_engine_property
 from . import test_method_integration
+from . import test_asset_book_values_mv

fusion_accounting_assets/tests/test_asset_book_values_mv.py

@@ -0,0 +1,29 @@
+"""Tests for the per-asset book value MV."""
+
+from datetime import date
+
+from odoo.tests.common import TransactionCase
+from odoo.tests import tagged
+
+
+@tagged('post_install', '-at_install')
+class TestAssetBookValuesMV(TransactionCase):
+
+    def test_mv_exists_and_is_queryable(self):
+        self.env['fusion.asset.book.values.mv']._refresh(concurrently=False)
+        rows = self.env['fusion.asset.book.values.mv'].search([], limit=10)
+        self.assertIsNotNone(rows)
+
+    def test_mv_includes_new_asset_after_refresh(self):
+        asset = self.env['fusion.asset'].create({
+            'name': 'MV Test', 'cost': 5000, 'salvage_value': 500,
+            'acquisition_date': date(2026, 1, 1),
+            'method': 'straight_line', 'useful_life_years': 5,
+        })
+        self.env.flush_all()
+        self.env['fusion.asset.book.values.mv']._refresh(concurrently=False)
+        mv_row = self.env['fusion.asset.book.values.mv'].search([
+            ('asset_id', '=', asset.id),
+        ], limit=1)
+        self.assertTrue(mv_row)
+        self.assertAlmostEqual(mv_row.book_value, 5000, places=2)