From 2bfb1015ea8d35c5b6db26bdbd43d5d77061ca7c Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Thu, 21 May 2026 03:51:59 -0400
Subject: [PATCH] feat(fusion_claims): rewrite dashboard form view with
 action-oriented layout

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 fusion_claims/views/dashboard_views.xml | 475 +++++++++++++++++-------
 1 file changed, 351 insertions(+), 124 deletions(-)

diff --git a/fusion_claims/views/dashboard_views.xml b/fusion_claims/views/dashboard_views.xml
index f5fd88d9..51d03315 100644
--- a/fusion_claims/views/dashboard_views.xml
+++ b/fusion_claims/views/dashboard_views.xml
@@ -4,157 +4,384 @@
         <field name="name">fusion.claims.dashboard.form</field>
         <field name="model">fusion.claims.dashboard</field>
         <field name="arch" type="xml">
-            <form string="Dashboard" create="0" delete="0">
+            <form string="Dashboard" create="0" delete="0" edit="0"
+                  class="o_fc_dashboard">
                 <sheet>
-                    <!-- ===== FUNDING CARDS (one line, bigger) ===== -->
-                    <div class="d-flex flex-nowrap gap-2 mb-4 overflow-auto">
-                        <div invisible="adp_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_adp" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="adp_count"/></div>
-                                    <div style="font-size: 0.85rem;">ADP</div>
-                                </div>
-                            </button>
+
+                    <!-- Hidden invariants used by buttons + widgets -->
+                    <field name="currency_id" invisible="1"/>
+                    <field name="posting_period_start" invisible="1"/>
+                    <field name="is_manager" invisible="1"/>
+                    <field name="is_pre_first_posting" invisible="1"/>
+
+                    <!-- BANNER -->
+                    <div class="o_fc_banner mb-3">
+                        <div class="o_fc_banner__label">
+                            <i class="fa fa-calendar me-2"/>
+                            <span>Posting Period: </span>
+                            <field name="posting_period_label" nolabel="1"
+                                   class="fw-bold"/>
                         </div>
-                        <div invisible="odsp_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_odsp" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="odsp_count"/></div>
-                                    <div style="font-size: 0.85rem;">ODSP</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="march_of_dimes_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_march" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="march_of_dimes_count"/></div>
-                                    <div style="font-size: 0.85rem;">March of Dimes</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="hardship_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_hardship" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #43e97b 0%, #38f9d7 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="hardship_count"/></div>
-                                    <div style="font-size: 0.85rem;">Hardship</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="acsd_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_acsd" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #fa709a 0%, #fee140 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="acsd_count"/></div>
-                                    <div style="font-size: 0.85rem;">ACSD</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="muscular_dystrophy_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_muscular" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #a18cd1 0%, #fbc2eb 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="muscular_dystrophy_count"/></div>
-                                    <div style="font-size: 0.85rem;">Muscular Dystrophy</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="insurance_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_insurance" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-dark text-center py-3 px-2" style="background: linear-gradient(135deg, #ffecd2 0%, #fcb69f 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="insurance_count"/></div>
-                                    <div style="font-size: 0.85rem;">Insurance</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="wsib_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_wsib" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-dark text-center py-3 px-2" style="background: linear-gradient(135deg, #ff9a9e 0%, #fad0c4 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="wsib_count"/></div>
-                                    <div style="font-size: 0.85rem;">WSIB</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="total_profiles == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_profiles" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #30cfd0 0%, #330867 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="total_profiles"/></div>
-                                    <div style="font-size: 0.85rem;">Profiles</div>
-                                </div>
-                            </button>
+                        <div class="o_fc_banner__deadline">
+                            <field name="submission_deadline_dt"
+                                   widget="fc_posting_countdown"
+                                   nolabel="1" readonly="1"/>
                         </div>
                     </div>
 
-                    <!-- ===== PANEL SELECTORS (4 dropdowns) ===== -->
+                    <!-- "Showing your cases" hint when role-filtered -->
+                    <div class="alert alert-info py-2 mb-2"
+                         invisible="is_manager">
+                        Showing your assigned cases only.
+                    </div>
+
+                    <!-- KPI TILES (3-up) -->
                     <div class="row g-2 mb-3">
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 1</div>
-                            <field name="panel1_type" nolabel="1"/>
+                        <div class="col-12 col-md-4">
+                            <button name="action_open_kpi_ready" type="object"
+                                    class="btn p-0 w-100 border-0">
+                                <div class="o_fc_kpi">
+                                    <span class="o_fc_kpi__num">
+                                        <field name="kpi_ready_amount"
+                                               widget="monetary" nolabel="1"
+                                               options="{'currency_field': 'currency_id'}"/>
+                                    </span>
+                                    <span class="o_fc_kpi__lbl">Ready to Claim
+                                        (<field name="kpi_ready_count" nolabel="1"/>)
+                                    </span>
+                                </div>
+                            </button>
                         </div>
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 2</div>
-                            <field name="panel2_type" nolabel="1"/>
+                        <div class="col-12 col-md-4">
+                            <button name="action_open_kpi_claimed" type="object"
+                                    class="btn p-0 w-100 border-0">
+                                <div class="o_fc_kpi">
+                                    <span class="o_fc_kpi__num">
+                                        <field name="kpi_claimed_amount"
+                                               widget="monetary" nolabel="1"
+                                               options="{'currency_field': 'currency_id'}"/>
+                                    </span>
+                                    <span class="o_fc_kpi__lbl">Claimed This Period
+                                        (<field name="kpi_claimed_count" nolabel="1"/>)
+                                    </span>
+                                </div>
+                            </button>
                         </div>
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 3</div>
-                            <field name="panel3_type" nolabel="1"/>
-                        </div>
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 4</div>
-                            <field name="panel4_type" nolabel="1"/>
+                        <div class="col-12 col-md-4">
+                            <button name="action_open_kpi_ar" type="object"
+                                    class="btn p-0 w-100 border-0">
+                                <div class="o_fc_kpi">
+                                    <span class="o_fc_kpi__num">
+                                        <field name="kpi_ar_amount"
+                                               widget="monetary" nolabel="1"
+                                               options="{'currency_field': 'currency_id'}"/>
+                                    </span>
+                                    <span class="o_fc_kpi__lbl">Total AR
+                                        (<field name="kpi_ar_count" nolabel="1"/>)
+                                    </span>
+                                </div>
+                            </button>
                         </div>
                     </div>
 
-                    <!-- ===== TOP PANELS ROW 1 ===== -->
-                    <div class="row g-3 mb-3">
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);">
-                                    <field name="panel1_title" nolabel="1"/>
-                                </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel1_html" class="w-100" nolabel="1"/>
-                                </div>
-                            </div>
-                        </div>
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);">
-                                    <field name="panel2_title" nolabel="1"/>
-                                </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel2_html" class="w-100" nolabel="1"/>
-                                </div>
-                            </div>
-                        </div>
+                    <!-- QUICK ACTION PILLS -->
+                    <div class="o_fc_actions mb-3">
+                        <button name="action_create_adp_so" type="object"
+                                class="o_fc_pill">+ ADP</button>
+                        <button name="action_create_mod_so" type="object"
+                                class="o_fc_pill">+ MOD</button>
+                        <button name="action_create_odsp_so" type="object"
+                                class="o_fc_pill">+ ODSP</button>
+                        <button name="action_create_wsib_so" type="object"
+                                class="o_fc_pill">+ WSIB</button>
+                        <button name="action_create_insurance_so" type="object"
+                                class="o_fc_pill">+ Insurance</button>
+                        <button name="action_create_mdc_so" type="object"
+                                class="o_fc_pill">+ MDC</button>
+                        <button name="action_create_hardship_so" type="object"
+                                class="o_fc_pill">+ Hardship</button>
+                        <button name="action_create_private_so" type="object"
+                                class="o_fc_pill">+ Private</button>
                     </div>
 
-                    <!-- ===== TOP PANELS ROW 2 ===== -->
+                    <!-- 2-COLUMN GRID -->
                     <div class="row g-3">
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%);">
-                                    <field name="panel3_title" nolabel="1"/>
-                                </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel3_html" class="w-100" nolabel="1"/>
+
+                        <!-- LEFT COLUMN -->
+                        <div class="col-12 col-lg-5">
+
+                            <!-- Your Activities -->
+                            <div class="o_fc_activities mb-3">
+                                <h6 class="o_fc_h6">
+                                    <i class="fa fa-thumb-tack me-2"/>
+                                    Your Activities
+                                    <span class="o_fc_tag">
+                                        <field name="my_activities_count" nolabel="1"/>
+                                    </span>
+                                    <button name="action_open_my_activities" type="object"
+                                            class="btn btn-link btn-sm ms-auto p-0">
+                                        View all
+                                    </button>
+                                </h6>
+                                <field name="my_activities_html" nolabel="1"/>
+                            </div>
+
+                            <!-- Bottlenecks -->
+                            <div class="o_fc_bottleneck mb-3">
+                                <h6 class="o_fc_h6">
+                                    <i class="fa fa-exclamation-triangle me-2"/>
+                                    Bottlenecks
+                                </h6>
+                                <button name="action_open_bottleneck_no_pod" type="object"
+                                        class="o_fc_bottleneck_row btn btn-link p-0">
+                                    Approved without POD:
+                                    <span class="fw-bold ms-1">
+                                        <field name="bottleneck_no_pod_count" nolabel="1"/>
+                                    </span>
+                                </button>
+                                <button name="action_open_bottleneck_no_response" type="object"
+                                        class="o_fc_bottleneck_row btn btn-link p-0">
+                                    Submitted &gt; 14d, no response:
+                                    <span class="fw-bold ms-1">
+                                        <field name="bottleneck_no_response_count" nolabel="1"/>
+                                    </span>
+                                </button>
+                            </div>
+
+                            <!-- Other Funders -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">Other Funders</h6>
+                                <div class="row g-2">
+                                    <div class="col-4">
+                                        <button name="action_open_odsp_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_odsp" nolabel="1"/>
+                                                </span>ODSP
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_wsib_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_wsib" nolabel="1"/>
+                                                </span>WSIB
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_insurance_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_insurance" nolabel="1"/>
+                                                </span>Insurance
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_mdc_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_mdc" nolabel="1"/>
+                                                </span>MDC
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_hardship_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_hardship" nolabel="1"/>
+                                                </span>Hardship
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_acsd_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_acsd" nolabel="1"/>
+                                                </span>ACSD
+                                            </div>
+                                        </button>
+                                    </div>
                                 </div>
                             </div>
                         </div>
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #43e97b 0%, #38f9d7 100%);">
-                                    <field name="panel4_title" nolabel="1"/>
+
+                        <!-- RIGHT COLUMN -->
+                        <div class="col-12 col-lg-7">
+
+                            <!-- ADP Pre-Approval -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">ADP
+                                    <span class="o_fc_tag">Pre-Approval</span>
+                                </h6>
+                                <div class="row g-2">
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_waiting_app" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile o_fc_tile--urgent">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_waiting_app_count" nolabel="1"/>
+                                                </span>Waiting App
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_app_received" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_app_received_count" nolabel="1"/>
+                                                </span>App Received
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_ready_submit" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_ready_submit_count" nolabel="1"/>
+                                                </span>Ready Submit
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_needs_correction" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile o_fc_tile--urgent">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_needs_correction_count" nolabel="1"/>
+                                                </span>Needs Correction
+                                            </div>
+                                        </button>
+                                    </div>
                                 </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel4_html" class="w-100" nolabel="1"/>
+                            </div>
+
+                            <!-- ADP Post-Approval -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">ADP
+                                    <span class="o_fc_tag">Post-Approval</span>
+                                </h6>
+                                <div class="row g-2">
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_approved" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_approved_count" nolabel="1"/>
+                                                </span>Approved
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_ready_delivery" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_ready_delivery_count" nolabel="1"/>
+                                                </span>Ready Delivery
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_ready_bill" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_ready_bill_count" nolabel="1"/>
+                                                </span>Ready Bill
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_on_hold" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile o_fc_tile--urgent">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_on_hold_count" nolabel="1"/>
+                                                </span>On Hold
+                                            </div>
+                                        </button>
+                                    </div>
+                                </div>
+                            </div>
+
+                            <!-- MOD -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">MOD</h6>
+                                <div class="row g-2">
+                                    <div class="col-6 col-md-2">
+                                        <button name="action_open_mod_awaiting_funding" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_awaiting_funding_count" nolabel="1"/>
+                                                </span>Awaiting
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-2">
+                                        <button name="action_open_mod_funding_approved" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_funding_approved_count" nolabel="1"/>
+                                                </span>Approved
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-2">
+                                        <button name="action_open_mod_pca_received" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_pca_received_count" nolabel="1"/>
+                                                </span>PCA
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_mod_project_complete" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_project_complete_count" nolabel="1"/>
+                                                </span>Proj. Done
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_mod_pod_submitted" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_pod_submitted_count" nolabel="1"/>
+                                                </span>POD Submitted
+                                            </div>
+                                        </button>
+                                    </div>
                                 </div>
                             </div>
                         </div>
                     </div>
+
                 </sheet>
             </form>
         </field>
     </record>
 
-    <!-- Dashboard Action -->
+    <!-- Dashboard Action — preserved id so existing menu items resolve -->
     <record id="action_fusion_claims_dashboard" model="ir.actions.act_window">
         <field name="name">Dashboard</field>
         <field name="res_model">fusion.claims.dashboard</field>