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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
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@@ -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'))