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>

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.9.0.1',
+    'version': '19.0.9.1.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """

fusion_claims/models/dashboard.py

@@ -42,6 +42,10 @@ class FusionClaimsDashboard(models.TransientModel):
             return []
         return [('user_id', '=', self.env.user.id)]
 
+    def _month_start(self):
+        from datetime import date
+        return date.today().replace(day=1)
+
     # =========================================================================
     # Header banner
     # =========================================================================
@@ -301,6 +305,139 @@ class FusionClaimsDashboard(models.TransientModel):
                 ('x_fc_mod_status', '=', 'pod_submitted'),
             ])
 
+    # =========================================================================
+    # This Month rollup (4-up secondary KPI strip)
+    # =========================================================================
+    count_month_submitted = fields.Integer(compute='_compute_this_month')
+    count_month_approved = fields.Integer(compute='_compute_this_month')
+    count_month_delivered = fields.Integer(compute='_compute_this_month')
+    count_month_billed = fields.Integer(compute='_compute_this_month')
+
+    def _compute_this_month(self):
+        SO = self.env['sale.order'].sudo()
+        for rec in self:
+            base = rec._role_filter_domain()
+            ms = rec._month_start()
+            rec.count_month_submitted = SO.search_count(base + [
+                ('x_fc_claim_submission_date', '>=', ms),
+            ])
+            rec.count_month_approved = SO.search_count(base + [
+                ('x_fc_claim_approval_date', '>=', ms),
+            ])
+            rec.count_month_delivered = SO.search_count(base + [
+                ('x_fc_adp_delivery_date', '>=', ms),
+            ])
+            rec.count_month_billed = SO.search_count(base + [
+                ('x_fc_billing_date', '>=', ms),
+            ])
+
+    # =========================================================================
+    # Pipeline $ by stage (4-up money-in-motion strip)
+    # =========================================================================
+    pipeline_pre_amount = fields.Monetary(compute='_compute_pipeline',
+                                          currency_field='currency_id')
+    pipeline_submitted_amount = fields.Monetary(compute='_compute_pipeline',
+                                                currency_field='currency_id')
+    pipeline_approved_amount = fields.Monetary(compute='_compute_pipeline',
+                                               currency_field='currency_id')
+    pipeline_ready_bill_amount = fields.Monetary(compute='_compute_pipeline',
+                                                 currency_field='currency_id')
+
+    def _compute_pipeline(self):
+        SO = self.env['sale.order'].sudo()
+        for rec in self:
+            base = rec._role_filter_domain()
+            pre = SO.search(base + [
+                ('x_fc_adp_application_status', 'in',
+                 ['waiting_for_application', 'assessment_completed',
+                  'application_received', 'ready_submission']),
+            ])
+            sub = SO.search(base + [
+                ('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
+            ])
+            app = SO.search(base + [
+                ('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
+            ])
+            bill = SO.search(base + [
+                ('x_fc_adp_application_status', '=', 'ready_bill'),
+            ])
+            rec.pipeline_pre_amount = sum(pre.mapped('amount_total'))
+            rec.pipeline_submitted_amount = sum(sub.mapped('amount_total'))
+            rec.pipeline_approved_amount = sum(app.mapped('amount_total'))
+            rec.pipeline_ready_bill_amount = sum(bill.mapped('amount_total'))
+
+    # =========================================================================
+    # Aging buckets (disjoint: 30-59d, 60-89d, 90+d)
+    # =========================================================================
+    aging_30_count = fields.Integer(compute='_compute_aging')
+    aging_60_count = fields.Integer(compute='_compute_aging')
+    aging_90_count = fields.Integer(compute='_compute_aging')
+
+    def _compute_aging(self):
+        from datetime import date, timedelta
+        SO = self.env['sale.order'].sudo()
+        today = date.today()
+        cut_30 = today - timedelta(days=30)
+        cut_60 = today - timedelta(days=60)
+        cut_90 = today - timedelta(days=90)
+        # "Active" = SO not cancelled at order level, AND if it has an ADP
+        # status, it's not in a terminal ADP state.
+        terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
+        for rec in self:
+            base = rec._role_filter_domain() + [
+                ('state', '!=', 'cancel'),
+                '|',
+                ('x_fc_adp_application_status', '=', False),
+                ('x_fc_adp_application_status', 'not in', terminal_adp),
+            ]
+            rec.aging_30_count = SO.search_count(base + [
+                ('create_date', '<', cut_30),
+                ('create_date', '>=', cut_60),
+            ])
+            rec.aging_60_count = SO.search_count(base + [
+                ('create_date', '<', cut_60),
+                ('create_date', '>=', cut_90),
+            ])
+            rec.aging_90_count = SO.search_count(base + [
+                ('create_date', '<', cut_90),
+            ])
+
+    # =========================================================================
+    # Recent ADP Exports (last 5)
+    # =========================================================================
+    recent_exports_html = fields.Html(compute='_compute_recent_exports',
+                                      sanitize=False)
+    recent_exports_count = fields.Integer(compute='_compute_recent_exports')
+
+    def _compute_recent_exports(self):
+        Exp = self.env['fusion_claims.adp.export.record'].sudo()
+        for rec in self:
+            records = Exp.search([], order='export_date desc', limit=5)
+            rec.recent_exports_count = Exp.search_count([])
+            if not records:
+                rec.recent_exports_html = (
+                    '<p class="o_fc_empty">No exports yet.</p>'
+                )
+                continue
+            rows = []
+            for r in records:
+                total = sum(r.invoice_ids.mapped('amount_total'))
+                date_str = (r.export_date.strftime('%b %d, %Y')
+                            if r.export_date else '—')
+                label = r.posting_period_label or r.name or 'Export'
+                inv_count = r.invoice_count or 0
+                rows.append(
+                    f'<div class="o_fc_export_row" '
+                    f'data-export-id="{r.id}">'
+                    f'<div class="o_fc_export_label">'
+                    f'<b>{label}</b>'
+                    f'<br/><small>{date_str} · {inv_count} inv</small>'
+                    f'</div>'
+                    f'<div class="o_fc_export_amount">${total:,.0f}</div>'
+                    f'</div>'
+                )
+            rec.recent_exports_html = '\n'.join(rows)
+
     # =========================================================================
     # Open-list action methods
     # =========================================================================
@@ -545,3 +682,85 @@ class FusionClaimsDashboard(models.TransientModel):
     def action_create_private_so(self):
         return self._create_so_action('New Private Order',
                                       {'default_x_fc_sale_type': 'direct_private'})
+
+    # =========================================================================
+    # Additional drill-downs (This Month, Pipeline, Aging, Exports)
+    # =========================================================================
+    def action_open_month_submitted(self):
+        return self._so_list_action('Submitted This Month', [
+            ('x_fc_claim_submission_date', '>=', self._month_start()),
+        ])
+
+    def action_open_month_approved(self):
+        return self._so_list_action('Approved This Month', [
+            ('x_fc_claim_approval_date', '>=', self._month_start()),
+        ])
+
+    def action_open_month_delivered(self):
+        return self._so_list_action('Delivered This Month', [
+            ('x_fc_adp_delivery_date', '>=', self._month_start()),
+        ])
+
+    def action_open_month_billed(self):
+        return self._so_list_action('Billed This Month', [
+            ('x_fc_billing_date', '>=', self._month_start()),
+        ])
+
+    def action_open_pipeline_pre(self):
+        return self._so_list_action('Pipeline — Pre-Submission', [
+            ('x_fc_adp_application_status', 'in',
+             ['waiting_for_application', 'assessment_completed',
+              'application_received', 'ready_submission']),
+        ])
+
+    def action_open_pipeline_submitted(self):
+        return self._so_list_action('Pipeline — Submitted to ADP', [
+            ('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
+        ])
+
+    def action_open_aging_30(self):
+        from datetime import date, timedelta
+        today = date.today()
+        terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
+        return self._so_list_action('Aging — 30 to 59 Days', [
+            ('state', '!=', 'cancel'),
+            '|',
+            ('x_fc_adp_application_status', '=', False),
+            ('x_fc_adp_application_status', 'not in', terminal_adp),
+            ('create_date', '<', today - timedelta(days=30)),
+            ('create_date', '>=', today - timedelta(days=60)),
+        ])
+
+    def action_open_aging_60(self):
+        from datetime import date, timedelta
+        today = date.today()
+        terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
+        return self._so_list_action('Aging — 60 to 89 Days', [
+            ('state', '!=', 'cancel'),
+            '|',
+            ('x_fc_adp_application_status', '=', False),
+            ('x_fc_adp_application_status', 'not in', terminal_adp),
+            ('create_date', '<', today - timedelta(days=60)),
+            ('create_date', '>=', today - timedelta(days=90)),
+        ])
+
+    def action_open_aging_90(self):
+        from datetime import date, timedelta
+        today = date.today()
+        terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
+        return self._so_list_action('Aging — 90+ Days', [
+            ('state', '!=', 'cancel'),
+            '|',
+            ('x_fc_adp_application_status', '=', False),
+            ('x_fc_adp_application_status', 'not in', terminal_adp),
+            ('create_date', '<', today - timedelta(days=90)),
+        ])
+
+    def action_open_recent_exports(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'ADP Export History',
+            'res_model': 'fusion_claims.adp.export.record',
+            'view_mode': 'list,form',
+            'target': 'current',
+        }

fusion_claims/static/src/scss/fc_dashboard.scss

@@ -3,6 +3,15 @@
 // Consumes tokens from _fc_dashboard_tokens.scss (must load FIRST in bundle).
 // =============================================================================
 
+// Override Odoo's form-sheet max-width so the dashboard uses the full
+// browser width. The selector matches the form (which carries the class)
+// and targets the inner sheet element.
+.o_fc_dashboard .o_form_sheet,
+.o_form_view.o_fc_dashboard .o_form_sheet {
+    max-width: none;
+    width: 100%;
+}
+
 .o_fc_dashboard {
     // Re-export tokens as CSS custom properties for devtools inspection
     --fc-page-bg:           #{$_fc-page-bg};
@@ -73,6 +82,13 @@
         color: var(--fc-text-muted);
         margin-top: 2px;
     }
+    // Secondary KPI variant — smaller, denser. Used for "This Month" and
+    // "Pipeline by stage" tile strips.
+    .o_fc_kpi--secondary {
+        padding: 10px 6px;
+        .o_fc_kpi__num { font-size: 1.15rem; }
+        .o_fc_kpi__lbl { font-size: 0.68rem; }
+    }
 
     .o_fc_actions {
         display: flex;
@@ -197,6 +213,27 @@
         &:hover { color: var(--fc-urgent-num); text-decoration: underline; }
     }
 
+    // Recent ADP Exports list rows
+    .o_fc_export_row {
+        display: flex;
+        justify-content: space-between;
+        align-items: center;
+        padding: 6px 0;
+        border-bottom: 1px dashed var(--fc-card-border);
+        font-size: 0.85rem;
+
+        &:last-child { border-bottom: none; }
+    }
+    .o_fc_export_label small {
+        color: var(--fc-text-muted);
+        font-size: 0.72rem;
+    }
+    .o_fc_export_amount {
+        font-weight: 700;
+        color: var(--fc-kpi-num);
+        font-variant-numeric: tabular-nums;
+    }
+
     // Countdown widget colour levels (driven by OWL state)
     .o_fc_countdown {
         display: inline-block;

fusion_claims/views/dashboard_views.xml

@@ -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>