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

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

fusion_claims/models/dashboard.py

@@ -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'))

fusion_claims/tests/test_dashboard.py

@@ -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")