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feat(fusion_claims): add dashboard open-list action methods

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Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-05-21 03:50:32 -04:00
parent 95e0e2d9bd
commit 1b1e9fdb9e
2 changed files with 223 additions and 0 deletions
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195
fusion_claims/models/dashboard.py
View File

@@ -300,3 +300,198 @@ class FusionClaimsDashboard(models.TransientModel):
rec.mod_pod_submitted_count = SO.search_count(base + [
('x_fc_mod_status', '=', 'pod_submitted'),
])
# =========================================================================
# Open-list action methods
# =========================================================================
def _so_list_action(self, name, domain):
return {
'type': 'ir.actions.act_window',
'name': name,
'res_model': 'sale.order',
'view_mode': 'list,form',
'domain': self._role_filter_domain() + domain,
'target': 'current',
}
# ----- ADP Pre-Approval -----
def action_open_adp_waiting_app(self):
return self._so_list_action('ADP — Waiting for Application', [
('x_fc_adp_application_status', 'in',
['waiting_for_application', 'assessment_completed']),
])
def action_open_adp_app_received(self):
return self._so_list_action('ADP — Application Received', [
('x_fc_adp_application_status', '=', 'application_received'),
])
def action_open_adp_ready_submit(self):
return self._so_list_action('ADP — Ready for Submission', [
('x_fc_adp_application_status', '=', 'ready_submission'),
])
def action_open_adp_needs_correction(self):
return self._so_list_action('ADP — Needs Correction', [
('x_fc_adp_application_status', '=', 'needs_correction'),
])
# ----- ADP Post-Approval -----
def action_open_adp_approved(self):
return self._so_list_action('ADP — Approved', [
('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
])
def action_open_adp_ready_delivery(self):
return self._so_list_action('ADP — Ready for Delivery', [
('x_fc_adp_application_status', '=', 'ready_delivery'),
])
def action_open_adp_ready_bill(self):
return self._so_list_action('ADP — Ready to Bill', [
('x_fc_adp_application_status', '=', 'ready_bill'),
])
def action_open_adp_on_hold(self):
return self._so_list_action('ADP — On Hold', [
('x_fc_adp_application_status', '=', 'on_hold'),
])
# ----- MOD -----
def action_open_mod_awaiting_funding(self):
return self._so_list_action('MOD — Awaiting Funding', [
('x_fc_mod_status', '=', 'awaiting_funding'),
])
def action_open_mod_funding_approved(self):
return self._so_list_action('MOD — Funding Approved', [
('x_fc_mod_status', '=', 'funding_approved'),
])
def action_open_mod_pca_received(self):
return self._so_list_action('MOD — PCA Received', [
('x_fc_mod_status', '=', 'contract_received'),
])
def action_open_mod_project_complete(self):
return self._so_list_action('MOD — Project Complete', [
('x_fc_mod_status', '=', 'project_complete'),
])
def action_open_mod_pod_submitted(self):
return self._so_list_action('MOD — POD Submitted', [
('x_fc_mod_status', '=', 'pod_submitted'),
])
# ----- Other funders -----
def action_open_odsp_cases(self):
return self._so_list_action('ODSP Cases', [
('state', '!=', 'cancel'),
('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']),
])
def action_open_wsib_cases(self):
return self._so_list_action('WSIB Cases', [
('state', '!=', 'cancel'),
('x_fc_sale_type', '=', 'wsib'),
])
def action_open_insurance_cases(self):
return self._so_list_action('Insurance Cases', [
('state', '!=', 'cancel'),
('x_fc_sale_type', '=', 'insurance'),
])
def action_open_mdc_cases(self):
return self._so_list_action('Muscular Dystrophy Cases', [
('state', '!=', 'cancel'),
('x_fc_sale_type', '=', 'muscular_dystrophy'),
])
def action_open_hardship_cases(self):
return self._so_list_action('Hardship Cases', [
('state', '!=', 'cancel'),
('x_fc_sale_type', '=', 'hardship'),
])
def action_open_acsd_cases(self):
return self._so_list_action('ACSD Cases', [
('state', '!=', 'cancel'),
('x_fc_client_type', '=', 'ACS'),
])
# ----- Bottlenecks -----
def action_open_bottleneck_no_pod(self):
return self._so_list_action('Bottleneck — Approved without POD', [
('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
('x_fc_proof_of_delivery', '=', False),
])
def action_open_bottleneck_no_response(self):
from datetime import date, timedelta
cutoff = date.today() - timedelta(days=14)
return self._so_list_action('Bottleneck — Submitted, no response', [
('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
('x_fc_claim_submission_date', '<', cutoff),
])
# ----- Activities -----
def action_open_my_activities(self):
return {
'type': 'ir.actions.act_window',
'name': 'My Activities',
'res_model': 'mail.activity',
'view_mode': 'list,form',
'domain': [
('user_id', '=', self.env.user.id),
('res_model', 'in', ['sale.order', 'account.move',
'fusion.technician.task']),
],
'target': 'current',
}
# ----- KPI drill-downs -----
def action_open_kpi_ready(self):
return {
'type': 'ir.actions.act_window',
'name': 'Ready to Claim (ADP)',
'res_model': 'account.move',
'view_mode': 'list,form',
'domain': self._invoice_role_filter() + [
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('x_fc_adp_billing_status', '=', 'waiting'),
('adp_exported', '=', False),
],
'target': 'current',
}
def action_open_kpi_claimed(self):
return {
'type': 'ir.actions.act_window',
'name': 'Claimed This Period',
'res_model': 'account.move',
'view_mode': 'list,form',
'domain': self._invoice_role_filter() + [
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('x_fc_adp_billing_status', 'in', ['submitted', 'resubmitted']),
('adp_export_date', '>=', self.posting_period_start),
],
'target': 'current',
}
def action_open_kpi_ar(self):
return {
'type': 'ir.actions.act_window',
'name': 'Total AR (ADP)',
'res_model': 'account.move',
'view_mode': 'list,form',
'domain': self._invoice_role_filter() + [
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('x_fc_invoice_type', '=', 'adp'),
('payment_state', 'in', ['not_paid', 'partial']),
],
'target': 'current',
}

28
fusion_claims/tests/test_dashboard.py
View File

@@ -299,3 +299,31 @@ class TestFusionClaimsDashboard(TransactionCase):
self.assertEqual(dashboard.mod_pca_received_count, 1)
self.assertEqual(dashboard.mod_project_complete_count, 1)
self.assertEqual(dashboard.mod_pod_submitted_count, 1)
# -------------------------------------------------------------------------
# Task 7 — Open-list action methods
# -------------------------------------------------------------------------
def test_action_open_adp_waiting_app_returns_correct_domain(self):
dashboard = self.Dashboard.with_user(self.manager).create({})
action = dashboard.action_open_adp_waiting_app()
self.assertEqual(action['res_model'], 'sale.order')
self.assertIn(('x_fc_adp_application_status', 'in',
['waiting_for_application', 'assessment_completed']),
action['domain'])
def test_action_open_bottleneck_no_pod_returns_correct_domain(self):
dashboard = self.Dashboard.with_user(self.manager).create({})
action = dashboard.action_open_bottleneck_no_pod()
self.assertEqual(action['res_model'], 'sale.order')
self.assertIn(('x_fc_proof_of_delivery', '=', False), action['domain'])
def test_action_open_mod_awaiting_funding_returns_correct_domain(self):
dashboard = self.Dashboard.with_user(self.manager).create({})
action = dashboard.action_open_mod_awaiting_funding()
self.assertEqual(action['res_model'], 'sale.order')
self.assertIn(('x_fc_mod_status', '=', 'awaiting_funding'), action['domain'])
def test_action_open_my_activities_returns_activity_model(self):
dashboard = self.Dashboard.with_user(self.manager).create({})
action = dashboard.action_open_my_activities()
self.assertEqual(action['res_model'], 'mail.activity')