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feat(fusion_claims): add dashboard ADP + MOD workflow tile counts

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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 03:49:48 -04:00
parent cdc9f864b2
commit 95e0e2d9bd
2 changed files with 133 additions and 0 deletions
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76
fusion_claims/models/dashboard.py
View File

@@ -224,3 +224,79 @@ class FusionClaimsDashboard(models.TransientModel):
rec.count_mdc = SO.search_count(active + [('x_fc_sale_type', '=', 'muscular_dystrophy')])
rec.count_hardship = SO.search_count(active + [('x_fc_sale_type', '=', 'hardship')])
rec.count_acsd = SO.search_count(active + [('x_fc_client_type', '=', 'ACS')])
# =========================================================================
# ADP Pre-Approval (right column, 4 tiles)
# =========================================================================
adp_waiting_app_count = fields.Integer(compute='_compute_workflow_counts')
adp_app_received_count = fields.Integer(compute='_compute_workflow_counts')
adp_ready_submit_count = fields.Integer(compute='_compute_workflow_counts')
adp_needs_correction_count = fields.Integer(compute='_compute_workflow_counts')
# =========================================================================
# ADP Post-Approval (right column, 4 tiles)
# =========================================================================
adp_approved_count = fields.Integer(compute='_compute_workflow_counts')
adp_ready_delivery_count = fields.Integer(compute='_compute_workflow_counts')
adp_ready_bill_count = fields.Integer(compute='_compute_workflow_counts')
adp_on_hold_count = fields.Integer(compute='_compute_workflow_counts')
# =========================================================================
# MOD (right column, 5 tiles)
# =========================================================================
mod_awaiting_funding_count = fields.Integer(compute='_compute_workflow_counts')
mod_funding_approved_count = fields.Integer(compute='_compute_workflow_counts')
mod_pca_received_count = fields.Integer(compute='_compute_workflow_counts')
mod_project_complete_count = fields.Integer(compute='_compute_workflow_counts')
mod_pod_submitted_count = fields.Integer(compute='_compute_workflow_counts')
def _compute_workflow_counts(self):
SO = self.env['sale.order'].sudo()
for rec in self:
base = rec._role_filter_domain()
# ADP Pre-Approval
rec.adp_waiting_app_count = SO.search_count(base + [
('x_fc_adp_application_status', 'in',
['waiting_for_application', 'assessment_completed']),
])
rec.adp_app_received_count = SO.search_count(base + [
('x_fc_adp_application_status', '=', 'application_received'),
])
rec.adp_ready_submit_count = SO.search_count(base + [
('x_fc_adp_application_status', '=', 'ready_submission'),
])
rec.adp_needs_correction_count = SO.search_count(base + [
('x_fc_adp_application_status', '=', 'needs_correction'),
])
# ADP Post-Approval
rec.adp_approved_count = SO.search_count(base + [
('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
])
rec.adp_ready_delivery_count = SO.search_count(base + [
('x_fc_adp_application_status', '=', 'ready_delivery'),
])
rec.adp_ready_bill_count = SO.search_count(base + [
('x_fc_adp_application_status', '=', 'ready_bill'),
])
rec.adp_on_hold_count = SO.search_count(base + [
('x_fc_adp_application_status', '=', 'on_hold'),
])
# MOD
rec.mod_awaiting_funding_count = SO.search_count(base + [
('x_fc_mod_status', '=', 'awaiting_funding'),
])
rec.mod_funding_approved_count = SO.search_count(base + [
('x_fc_mod_status', '=', 'funding_approved'),
])
rec.mod_pca_received_count = SO.search_count(base + [
('x_fc_mod_status', '=', 'contract_received'),
])
rec.mod_project_complete_count = SO.search_count(base + [
('x_fc_mod_status', '=', 'project_complete'),
])
rec.mod_pod_submitted_count = SO.search_count(base + [
('x_fc_mod_status', '=', 'pod_submitted'),
])

57
fusion_claims/tests/test_dashboard.py
View File

@@ -242,3 +242,60 @@ class TestFusionClaimsDashboard(TransactionCase):
so.with_context(skip_status_validation=True).write({'state': 'cancel'})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.count_wsib, 0)
# -------------------------------------------------------------------------
# Task 6 — ADP + MOD workflow counts
# -------------------------------------------------------------------------
def test_adp_pre_approval_tile_counts(self):
SO = self.env['sale.order'].with_context(skip_status_validation=True)
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'waiting_for_application'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'application_received'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'ready_submission'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'needs_correction'})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.adp_waiting_app_count, 1)
self.assertEqual(dashboard.adp_app_received_count, 1)
self.assertEqual(dashboard.adp_ready_submit_count, 1)
self.assertEqual(dashboard.adp_needs_correction_count, 1)
def test_adp_post_approval_tile_counts(self):
SO = self.env['sale.order'].with_context(skip_status_validation=True)
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'approved'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'ready_delivery'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'ready_bill'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'on_hold'})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.adp_approved_count, 1)
self.assertEqual(dashboard.adp_ready_delivery_count, 1)
self.assertEqual(dashboard.adp_ready_bill_count, 1)
self.assertEqual(dashboard.adp_on_hold_count, 1)
def test_mod_tile_counts(self):
SO = self.env['sale.order'].with_context(skip_status_validation=True)
for status in ('awaiting_funding', 'funding_approved', 'contract_received',
'project_complete', 'pod_submitted'):
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'march_of_dimes',
'x_fc_mod_status': status})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.mod_awaiting_funding_count, 1)
self.assertEqual(dashboard.mod_funding_approved_count, 1)
self.assertEqual(dashboard.mod_pca_received_count, 1)
self.assertEqual(dashboard.mod_project_complete_count, 1)
self.assertEqual(dashboard.mod_pod_submitted_count, 1)