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feat(fusion_claims): add dashboard other-funder 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 03:49:10 -04:00
parent a00c891277
commit cdc9f864b2
2 changed files with 52 additions and 1 deletions
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19
fusion_claims/models/dashboard.py
View File

@@ -187,17 +187,25 @@ class FusionClaimsDashboard(models.TransientModel):
rec.my_activities_html = '\n'.join(rows)
# =========================================================================
# Bottlenecks (left column)
# Bottlenecks (left column) + Other funder counts
# =========================================================================
bottleneck_no_pod_count = fields.Integer(compute='_compute_secondary_counts')
bottleneck_no_response_count = fields.Integer(compute='_compute_secondary_counts')
count_odsp = fields.Integer(compute='_compute_secondary_counts')
count_wsib = fields.Integer(compute='_compute_secondary_counts')
count_insurance = fields.Integer(compute='_compute_secondary_counts')
count_mdc = fields.Integer(compute='_compute_secondary_counts')
count_hardship = fields.Integer(compute='_compute_secondary_counts')
count_acsd = 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()
active = base + [('state', '!=', 'cancel')]
rec.bottleneck_no_pod_count = SO.search_count(base + [
('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
@@ -207,3 +215,12 @@ class FusionClaimsDashboard(models.TransientModel):
('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
('x_fc_claim_submission_date', '<', cutoff_14d_ago),
])
rec.count_odsp = SO.search_count(active + [
('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']),
])
rec.count_wsib = SO.search_count(active + [('x_fc_sale_type', '=', 'wsib')])
rec.count_insurance = SO.search_count(active + [('x_fc_sale_type', '=', 'insurance')])
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')])

34
fusion_claims/tests/test_dashboard.py
View File

@@ -208,3 +208,37 @@ class TestFusionClaimsDashboard(TransactionCase):
})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.bottleneck_no_response_count, 1)
# -------------------------------------------------------------------------
# Task 5 — Other funder counts
# -------------------------------------------------------------------------
def test_other_funder_counts_segregate_by_sale_type(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': 'odsp'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'wsib'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'insurance'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'muscular_dystrophy'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'hardship'})
SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
'x_fc_sale_type': 'adp', 'x_fc_client_type': 'ACS'})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.count_odsp, 1)
self.assertEqual(dashboard.count_wsib, 1)
self.assertEqual(dashboard.count_insurance, 1)
self.assertEqual(dashboard.count_mdc, 1)
self.assertEqual(dashboard.count_hardship, 1)
self.assertEqual(dashboard.count_acsd, 1)
def test_other_funder_counts_exclude_cancelled(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': 'wsib',
})
so.with_context(skip_status_validation=True).write({'state': 'cancel'})
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.count_wsib, 0)