feat(fusion_claims): add dashboard activities and bottlenecks

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-05-21 03:48:41 -04:00
parent f45883233c
commit a00c891277
2 changed files with 106 additions and 0 deletions

View File

@@ -149,3 +149,61 @@ class FusionClaimsDashboard(models.TransientModel):
ar_invoices = Move.search(ar_domain)
rec.kpi_ar_count = len(ar_invoices)
rec.kpi_ar_amount = sum(ar_invoices.mapped('amount_total'))
# =========================================================================
# Activities (left column)
# =========================================================================
my_activities_count = fields.Integer(compute='_compute_activities')
my_activities_html = fields.Html(compute='_compute_activities', sanitize=False)
def _compute_activities(self):
Activity = self.env['mail.activity'].sudo()
domain = [
('user_id', '=', self.env.user.id),
('res_model', 'in', ['sale.order', 'account.move', 'fusion.technician.task']),
]
for rec in self:
activities = Activity.search(domain, order='date_deadline asc', limit=10)
rec.my_activities_count = Activity.search_count(domain)
if not activities:
rec.my_activities_html = (
'<p class="o_fc_empty">No activities assigned.</p>'
)
continue
from datetime import date
today = date.today()
rows = []
for act in activities:
overdue = act.date_deadline and act.date_deadline < today
row_class = 'o_fc_activity_row o_fc_activity_overdue' if overdue else 'o_fc_activity_row'
deadline_text = act.date_deadline.strftime('%b %d') if act.date_deadline else ''
url = f'/odoo/{act.res_model.replace(".", "_")}/{act.res_id}'
rows.append(
f'<div class="{row_class}">'
f'<a href="{url}"><b>{act.summary or act.activity_type_id.name or "Activity"}</b></a>'
f'<span class="o_fc_activity_deadline">{deadline_text}</span>'
f'</div>'
)
rec.my_activities_html = '\n'.join(rows)
# =========================================================================
# Bottlenecks (left column)
# =========================================================================
bottleneck_no_pod_count = fields.Integer(compute='_compute_secondary_counts')
bottleneck_no_response_count = fields.Integer(compute='_compute_secondary_counts')
def _compute_secondary_counts(self):
from datetime import date, timedelta
SO = self.env['sale.order'].sudo()
cutoff_14d_ago = date.today() - timedelta(days=14)
for rec in self:
base = rec._role_filter_domain()
rec.bottleneck_no_pod_count = SO.search_count(base + [
('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
('x_fc_proof_of_delivery', '=', False),
])
rec.bottleneck_no_response_count = SO.search_count(base + [
('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
('x_fc_claim_submission_date', '<', cutoff_14d_ago),
])

View File

@@ -160,3 +160,51 @@ class TestFusionClaimsDashboard(TransactionCase):
dashboard_rep = self.Dashboard.with_user(self.salesrep).create({})
self.assertEqual(dashboard_rep.kpi_ready_count, 0,
"Salesrep must not see manager's invoice")
# -------------------------------------------------------------------------
# Task 4 — Activities + bottlenecks
# -------------------------------------------------------------------------
def test_my_activities_count_zero_when_none(self):
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.my_activities_count, 0)
def test_my_activities_count_picks_up_user_activity(self):
so = self.env['sale.order'].with_context(skip_status_validation=True).create({
'partner_id': self.partner.id,
'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
})
self.env['mail.activity'].create({
'res_model_id': self.env['ir.model']._get('sale.order').id,
'res_id': so.id,
'res_model': 'sale.order',
'user_id': self.manager.id,
'activity_type_id': self.env.ref('mail.mail_activity_data_todo').id,
'summary': 'Test activity',
})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.my_activities_count, 1)
self.assertIn('Test activity', dashboard.my_activities_html or '')
def test_bottleneck_no_pod_count(self):
self.env['sale.order'].with_context(skip_status_validation=True).create({
'partner_id': self.partner.id,
'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'approved',
})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.bottleneck_no_pod_count, 1)
def test_bottleneck_no_response_count(self):
from datetime import date, timedelta
old_date = date.today() - timedelta(days=20)
self.env['sale.order'].with_context(skip_status_validation=True).create({
'partner_id': self.partner.id,
'user_id': self.manager.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'submitted',
'x_fc_claim_submission_date': old_date,
})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.bottleneck_no_response_count, 1)