feat(fusion_claims): expand dashboard with this-month, pipeline, aging, recent exports + full-width
Adds 4 new sections: - This Month rollup: submitted/approved/delivered/billed counts MTD - Pipeline $ by stage: pre-submit / submitted / approved / ready-to-bill amounts - Aging buckets: 30-59d, 60-89d, 90+ days - Recent ADP Exports: last 5 with totals Also overrides Odoo's form-sheet max-width on .o_fc_dashboard so the dashboard uses the full browser width. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
@@ -84,6 +84,102 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- THIS MONTH ROLLUP (4 count tiles) -->
|
||||
<div class="row g-2 mb-3">
|
||||
<div class="col-6 col-md-3">
|
||||
<button name="action_open_month_submitted" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num"><field name="count_month_submitted" nolabel="1"/></span>
|
||||
<span class="o_fc_kpi__lbl">Submitted MTD</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<button name="action_open_month_approved" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num"><field name="count_month_approved" nolabel="1"/></span>
|
||||
<span class="o_fc_kpi__lbl">Approved MTD</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<button name="action_open_month_delivered" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num"><field name="count_month_delivered" nolabel="1"/></span>
|
||||
<span class="o_fc_kpi__lbl">Delivered MTD</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<button name="action_open_month_billed" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num"><field name="count_month_billed" nolabel="1"/></span>
|
||||
<span class="o_fc_kpi__lbl">Billed MTD</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- PIPELINE $ BY STAGE (4 amount tiles) -->
|
||||
<div class="row g-2 mb-3">
|
||||
<div class="col-6 col-md-3">
|
||||
<button name="action_open_pipeline_pre" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num">
|
||||
<field name="pipeline_pre_amount"
|
||||
widget="monetary" nolabel="1"
|
||||
options="{'currency_field': 'currency_id'}"/>
|
||||
</span>
|
||||
<span class="o_fc_kpi__lbl">Pipeline · Pre-Submit</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<button name="action_open_pipeline_submitted" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num">
|
||||
<field name="pipeline_submitted_amount"
|
||||
widget="monetary" nolabel="1"
|
||||
options="{'currency_field': 'currency_id'}"/>
|
||||
</span>
|
||||
<span class="o_fc_kpi__lbl">Pipeline · Submitted</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<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_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num">
|
||||
<field name="pipeline_approved_amount"
|
||||
widget="monetary" nolabel="1"
|
||||
options="{'currency_field': 'currency_id'}"/>
|
||||
</span>
|
||||
<span class="o_fc_kpi__lbl">Pipeline · Approved</span>
|
||||
</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_kpi o_fc_kpi--secondary">
|
||||
<span class="o_fc_kpi__num">
|
||||
<field name="pipeline_ready_bill_amount"
|
||||
widget="monetary" nolabel="1"
|
||||
options="{'currency_field': 'currency_id'}"/>
|
||||
</span>
|
||||
<span class="o_fc_kpi__lbl">Pipeline · Ready to Bill</span>
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- QUICK ACTION PILLS -->
|
||||
<div class="o_fc_actions mb-3">
|
||||
<button name="action_create_adp_so" type="object"
|
||||
@@ -148,11 +244,51 @@
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Aging buckets -->
|
||||
<div class="o_fc_section mb-3">
|
||||
<h6 class="o_fc_h6">
|
||||
<i class="fa fa-clock-o me-2"/>
|
||||
Aging
|
||||
</h6>
|
||||
<div class="row g-2">
|
||||
<div class="col-4">
|
||||
<button name="action_open_aging_30" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
<span class="o_fc_tile__num">
|
||||
<field name="aging_30_count" nolabel="1"/>
|
||||
</span>30 – 59d
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<button name="action_open_aging_60" 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="aging_60_count" nolabel="1"/>
|
||||
</span>60 – 89d
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<button name="action_open_aging_90" 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="aging_90_count" nolabel="1"/>
|
||||
</span>90+ d
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</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">
|
||||
<div class="col-4 col-xl-2">
|
||||
<button name="action_open_odsp_cases" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
@@ -162,7 +298,7 @@
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<div class="col-4 col-xl-2">
|
||||
<button name="action_open_wsib_cases" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
@@ -172,7 +308,7 @@
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<div class="col-4 col-xl-2">
|
||||
<button name="action_open_insurance_cases" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
@@ -182,7 +318,7 @@
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<div class="col-4 col-xl-2">
|
||||
<button name="action_open_mdc_cases" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
@@ -192,7 +328,7 @@
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<div class="col-4 col-xl-2">
|
||||
<button name="action_open_hardship_cases" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
@@ -202,7 +338,7 @@
|
||||
</div>
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<div class="col-4 col-xl-2">
|
||||
<button name="action_open_acsd_cases" type="object"
|
||||
class="btn p-0 w-100 border-0">
|
||||
<div class="o_fc_tile">
|
||||
@@ -373,6 +509,22 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Recent ADP Exports (last 5) -->
|
||||
<div class="o_fc_section mb-3">
|
||||
<h6 class="o_fc_h6">
|
||||
<i class="fa fa-file-text-o me-2"/>
|
||||
Recent ADP Exports
|
||||
<span class="o_fc_tag">
|
||||
<field name="recent_exports_count" nolabel="1"/>
|
||||
</span>
|
||||
<button name="action_open_recent_exports" type="object"
|
||||
class="btn btn-link btn-sm ms-auto p-0">
|
||||
View all
|
||||
</button>
|
||||
</h6>
|
||||
<field name="recent_exports_html" nolabel="1"/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
Reference in New Issue
Block a user