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feat(fusion_claims): add dashboard KPI tiles (ready/claimed/AR)

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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 03:48:08 -04:00
parent d5e79cdc10
commit f45883233c
2 changed files with 130 additions and 0 deletions
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61
fusion_claims/models/dashboard.py
View File

@@ -88,3 +88,64 @@ class FusionClaimsDashboard(models.TransientModel):
tz = pytz.timezone(rec.env.user.tz or 'America/Toronto')
local_deadline = tz.localize(naive_deadline)
rec.submission_deadline_dt = local_deadline.astimezone(pytz.UTC).replace(tzinfo=None)
# =========================================================================
# KPI tiles (3-up)
# =========================================================================
currency_id = fields.Many2one('res.currency', compute='_compute_kpis')
kpi_ready_amount = fields.Monetary(compute='_compute_kpis',
currency_field='currency_id')
kpi_ready_count = fields.Integer(compute='_compute_kpis')
kpi_claimed_amount = fields.Monetary(compute='_compute_kpis',
currency_field='currency_id')
kpi_claimed_count = fields.Integer(compute='_compute_kpis')
kpi_ar_amount = fields.Monetary(compute='_compute_kpis',
currency_field='currency_id')
kpi_ar_count = fields.Integer(compute='_compute_kpis')
def _invoice_role_filter(self):
"""Role filter for invoices — applied through linked SO's user_id."""
self.ensure_one()
if self.is_manager:
return []
return [('x_fc_source_sale_order_id.user_id', '=', self.env.user.id)]
def _compute_kpis(self):
Move = self.env['account.move'].sudo()
for rec in self:
rec.currency_id = rec.env.company.currency_id
inv_filter = rec._invoice_role_filter()
# KPI 1: Ready to Claim
ready_domain = inv_filter + [
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('x_fc_adp_billing_status', '=', 'waiting'),
('adp_exported', '=', False),
]
ready_invoices = Move.search(ready_domain)
rec.kpi_ready_count = len(ready_invoices)
rec.kpi_ready_amount = sum(ready_invoices.mapped('amount_total'))
# KPI 2: Claimed This Period
claimed_domain = inv_filter + [
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('x_fc_adp_billing_status', 'in', ['submitted', 'resubmitted']),
('adp_export_date', '>=', rec.posting_period_start),
]
claimed_invoices = Move.search(claimed_domain)
rec.kpi_claimed_count = len(claimed_invoices)
rec.kpi_claimed_amount = sum(claimed_invoices.mapped('amount_total'))
# KPI 3: Total AR (ADP-portion invoices, unpaid)
ar_domain = inv_filter + [
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('x_fc_invoice_type', '=', 'adp'),
('payment_state', 'in', ['not_paid', 'partial']),
]
ar_invoices = Move.search(ar_domain)
rec.kpi_ar_count = len(ar_invoices)
rec.kpi_ar_amount = sum(ar_invoices.mapped('amount_total'))

69
fusion_claims/tests/test_dashboard.py
View File

@@ -34,6 +34,36 @@ class TestFusionClaimsDashboard(TransactionCase):
cls.partner = cls.Partner.create({'name': 'Test Client'})
@classmethod
def _make_invoice(cls, user, billing_status, amount=1000.0,
exported=False, export_date=None,
invoice_type='adp', payment_state='not_paid'):
"""Helper: create a posted ADP invoice linked to an SO owned by `user`."""
so = cls.env['sale.order'].with_context(skip_status_validation=True).create({
'partner_id': cls.partner.id,
'user_id': user.id,
'x_fc_sale_type': 'adp',
'x_fc_adp_application_status': 'approved',
})
invoice = cls.env['account.move'].with_context(skip_sync=True).create({
'move_type': 'out_invoice',
'partner_id': cls.partner.id,
'x_fc_source_sale_order_id': so.id,
'x_fc_invoice_type': invoice_type,
'x_fc_adp_billing_status': billing_status,
'adp_exported': exported,
'adp_export_date': export_date,
'invoice_line_ids': [(0, 0, {
'name': 'Test line',
'quantity': 1.0,
'price_unit': amount,
'tax_ids': [(5, 0)], # clear taxes so amount_total == price_unit
})],
})
invoice.action_post()
invoice.with_context(skip_sync=True).write({'payment_state': payment_state})
return invoice
def test_dashboard_record_creates(self):
dashboard = self.Dashboard.create({})
self.assertTrue(dashboard.id, "Dashboard record should be creatable")
@@ -91,3 +121,42 @@ class TestFusionClaimsDashboard(TransactionCase):
# Test runs after 2026-01-23 by default.
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertFalse(dashboard.is_pre_first_posting)
# -------------------------------------------------------------------------
# Task 3 — KPI tiles
# -------------------------------------------------------------------------
def test_kpi_ready_counts_waiting_invoices_not_exported(self):
self._make_invoice(self.manager, 'waiting', amount=500.0, exported=False)
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.kpi_ready_count, 1)
self.assertAlmostEqual(dashboard.kpi_ready_amount, 500.0, places=2)
def test_kpi_ready_excludes_already_exported(self):
from datetime import date
self._make_invoice(self.manager, 'waiting', amount=500.0,
exported=True, export_date=date.today())
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.kpi_ready_count, 0)
self.assertAlmostEqual(dashboard.kpi_ready_amount, 0.0, places=2)
def test_kpi_claimed_counts_exported_in_current_period(self):
dashboard = self.Dashboard.with_user(self.manager).create({})
in_period_date = dashboard.posting_period_start
self._make_invoice(self.manager, 'submitted', amount=700.0,
exported=True, export_date=in_period_date)
dashboard2 = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard2.kpi_claimed_count, 1)
self.assertAlmostEqual(dashboard2.kpi_claimed_amount, 700.0, places=2)
def test_kpi_ar_counts_posted_unpaid_adp_invoices(self):
self._make_invoice(self.manager, 'submitted', amount=2000.0,
exported=True, payment_state='not_paid')
dashboard = self.Dashboard.with_user(self.manager).create({})
self.assertEqual(dashboard.kpi_ar_count, 1)
self.assertAlmostEqual(dashboard.kpi_ar_amount, 2000.0, places=2)
def test_kpi_ready_respects_role_filter(self):
self._make_invoice(self.manager, 'waiting', amount=500.0)
dashboard_rep = self.Dashboard.with_user(self.salesrep).create({})
self.assertEqual(dashboard_rep.kpi_ready_count, 0,
"Salesrep must not see manager's invoice")