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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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69
fusion_claims/tests/test_dashboard.py
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@@ -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")