feat(fusion_claims): scaffold dashboard model with role filter
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
@@ -4,159 +4,40 @@
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from odoo import api, fields, models
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CASE_TYPE_SELECTION = [
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('adp', 'ADP'),
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('odsp', 'ODSP'),
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('march_of_dimes', 'March of Dimes'),
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('hardship', 'Hardship Funding'),
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('acsd', 'ACSD'),
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('muscular_dystrophy', 'Muscular Dystrophy'),
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('insurance', 'Insurance'),
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('wsib', 'WSIB'),
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]
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TYPE_DOMAINS = {
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'adp': [('x_fc_sale_type', 'in', ['adp', 'adp_odsp'])],
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'odsp': [('x_fc_sale_type', 'in', ['odsp', 'adp_odsp'])],
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'march_of_dimes': [('x_fc_sale_type', '=', 'march_of_dimes')],
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'hardship': [('x_fc_sale_type', '=', 'hardship')],
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'acsd': [('x_fc_client_type', '=', 'ACS')],
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'muscular_dystrophy': [('x_fc_sale_type', '=', 'muscular_dystrophy')],
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'insurance': [('x_fc_sale_type', '=', 'insurance')],
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'wsib': [('x_fc_sale_type', '=', 'wsib')],
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}
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TYPE_LABELS = dict(CASE_TYPE_SELECTION)
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class FusionClaimsDashboard(models.TransientModel):
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_name = 'fusion.claims.dashboard'
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_inherit = 'fusion_claims.adp.posting.schedule.mixin'
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_description = 'Fusion Claims Dashboard'
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_rec_name = 'name'
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name = fields.Char(default='Dashboard', readonly=True)
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# Case counts by funding type
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adp_count = fields.Integer(compute='_compute_stats')
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odsp_count = fields.Integer(compute='_compute_stats')
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march_of_dimes_count = fields.Integer(compute='_compute_stats')
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hardship_count = fields.Integer(compute='_compute_stats')
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acsd_count = fields.Integer(compute='_compute_stats')
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muscular_dystrophy_count = fields.Integer(compute='_compute_stats')
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insurance_count = fields.Integer(compute='_compute_stats')
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wsib_count = fields.Integer(compute='_compute_stats')
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total_profiles = fields.Integer(compute='_compute_stats')
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# =========================================================================
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# Role-aware filter
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# =========================================================================
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is_manager = fields.Boolean(compute='_compute_is_manager')
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# Panel selectors (4 panels)
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panel1_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 1', default='adp')
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panel2_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 2', default='odsp')
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panel3_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 3', default='march_of_dimes')
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panel4_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 4', default='hardship')
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# Panel HTML
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panel1_html = fields.Html(compute='_compute_panels', sanitize=False)
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panel2_html = fields.Html(compute='_compute_panels', sanitize=False)
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panel3_html = fields.Html(compute='_compute_panels', sanitize=False)
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panel4_html = fields.Html(compute='_compute_panels', sanitize=False)
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panel1_title = fields.Char(compute='_compute_panels')
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panel2_title = fields.Char(compute='_compute_panels')
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panel3_title = fields.Char(compute='_compute_panels')
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panel4_title = fields.Char(compute='_compute_panels')
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def _compute_stats(self):
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SO = self.env['sale.order'].sudo()
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Profile = self.env['fusion.client.profile'].sudo()
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def _compute_is_manager(self):
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manager_group = self.env.ref('fusion_claims.group_fusion_claims_manager',
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raise_if_not_found=False)
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sale_mgr_group = self.env.ref('sales_team.group_sale_manager',
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raise_if_not_found=False)
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for rec in self:
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rec.adp_count = SO.search_count(TYPE_DOMAINS['adp'])
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rec.odsp_count = SO.search_count(TYPE_DOMAINS['odsp'])
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rec.march_of_dimes_count = SO.search_count(TYPE_DOMAINS['march_of_dimes'])
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rec.hardship_count = SO.search_count(TYPE_DOMAINS['hardship'])
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rec.acsd_count = SO.search_count(TYPE_DOMAINS['acsd'])
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rec.muscular_dystrophy_count = SO.search_count(TYPE_DOMAINS['muscular_dystrophy'])
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rec.insurance_count = SO.search_count(TYPE_DOMAINS['insurance'])
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rec.wsib_count = SO.search_count(TYPE_DOMAINS['wsib'])
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rec.total_profiles = Profile.search_count([])
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@api.depends('panel1_type', 'panel2_type', 'panel3_type', 'panel4_type')
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def _compute_panels(self):
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SO = self.env['sale.order'].sudo()
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for rec in self:
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for i in range(1, 5):
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ptype = getattr(rec, f'panel{i}_type') or 'adp'
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domain = TYPE_DOMAINS.get(ptype, [])
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orders = SO.search(domain, order='create_date desc', limit=50)
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count = SO.search_count(domain)
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title = f'Window {i} - {TYPE_LABELS.get(ptype, ptype)} ({count} cases)'
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html = rec._build_top_list(orders)
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setattr(rec, f'panel{i}_title', title)
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setattr(rec, f'panel{i}_html', html)
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def _build_top_list(self, orders):
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if not orders:
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return '<p class="text-muted text-center py-4">No cases found</p>'
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rows = []
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for o in orders:
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status = o.x_fc_adp_application_status or ''
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status_label = dict(o._fields['x_fc_adp_application_status'].selection).get(status, status)
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rows.append(
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f'<tr>'
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f'<td><a href="/odoo/sales/{o.id}">{o.name}</a></td>'
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f'<td>{o.partner_id.name or ""}</td>'
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f'<td>{status_label}</td>'
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f'<td class="text-end">${o.amount_total:,.2f}</td>'
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f'</tr>'
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user = rec.env.user
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rec.is_manager = bool(
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(manager_group and user.has_group('fusion_claims.group_fusion_claims_manager'))
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or (sale_mgr_group and user.has_group('sales_team.group_sale_manager'))
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)
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return (
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'<table class="table table-sm table-hover mb-0">'
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'<thead><tr><th>Order</th><th>Client</th><th>Status</th><th class="text-end">Total</th></tr></thead>'
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'<tbody>' + ''.join(rows) + '</tbody></table>'
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)
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def action_open_order(self, order_id):
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"""Open a specific sale order with breadcrumbs."""
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return {
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'type': 'ir.actions.act_window',
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'name': 'Sale Order',
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'res_model': 'sale.order',
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'view_mode': 'form',
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'res_id': order_id,
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'target': 'current',
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}
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def _role_filter_domain(self):
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"""Common domain prefix for SO-based counts.
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def action_open_adp(self):
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return self._open_type_action('adp')
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def action_open_odsp(self):
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return self._open_type_action('odsp')
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def action_open_march(self):
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return self._open_type_action('march_of_dimes')
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def action_open_hardship(self):
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return self._open_type_action('hardship')
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def action_open_acsd(self):
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return self._open_type_action('acsd')
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def action_open_muscular(self):
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return self._open_type_action('muscular_dystrophy')
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def action_open_insurance(self):
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return self._open_type_action('insurance')
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def action_open_wsib(self):
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return self._open_type_action('wsib')
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def action_open_profiles(self):
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return {
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'type': 'ir.actions.act_window', 'name': 'Client Profiles',
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'res_model': 'fusion.client.profile', 'view_mode': 'list,form',
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}
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def _open_type_action(self, type_key):
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return {
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'type': 'ir.actions.act_window',
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'name': f'{TYPE_LABELS.get(type_key, type_key)} Cases',
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'res_model': 'sale.order', 'view_mode': 'list,form',
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'domain': TYPE_DOMAINS.get(type_key, []),
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}
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Managers (fusion_claims.group_fusion_claims_manager or
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sales_team.group_sale_manager) see everything.
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Other users see only SOs where they are the salesperson.
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"""
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self.ensure_one()
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if self.is_manager:
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return []
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return [('user_id', '=', self.env.user.id)]
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