feat(fusion_claims): bump version to 19.0.9.0.0 for dashboard rewrite

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

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.8.0.7',
+    'version': '19.0.9.0.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -175,6 +175,18 @@
             'fusion_claims/static/src/js/attachment_image_compress.js',
             'fusion_claims/static/src/js/debug_required_fields.js',
             'fusion_claims/static/src/xml/document_preview.xml',
+            # Dashboard: tokens MUST load before dashboard layout
+            'fusion_claims/static/src/scss/_fc_dashboard_tokens.scss',
+            'fusion_claims/static/src/scss/fc_dashboard.scss',
+            # Dashboard OWL countdown widget
+            'fusion_claims/static/src/js/fc_posting_countdown.js',
+            'fusion_claims/static/src/xml/fc_posting_countdown.xml',
+        ],
+        'web.assets_web_dark': [
+            # Dark bundle recompiles the same SCSS with the dark
+            # $o-webclient-color-scheme default so tokens branch correctly.
+            'fusion_claims/static/src/scss/_fc_dashboard_tokens.scss',
+            'fusion_claims/static/src/scss/fc_dashboard.scss',
         ],
     },
     'images': ['static/description/icon.png'],

fusion_claims/models/dashboard.py

@@ -4,159 +4,544 @@
 
 from odoo import api, fields, models
 
-CASE_TYPE_SELECTION = [
-    ('adp', 'ADP'),
-    ('odsp', 'ODSP'),
-    ('march_of_dimes', 'March of Dimes'),
-    ('hardship', 'Hardship Funding'),
-    ('acsd', 'ACSD'),
-    ('muscular_dystrophy', 'Muscular Dystrophy'),
-    ('insurance', 'Insurance'),
-    ('wsib', 'WSIB'),
-]
-
-TYPE_DOMAINS = {
-    'adp': [('x_fc_sale_type', 'in', ['adp', 'adp_odsp'])],
-    'odsp': [('x_fc_sale_type', 'in', ['odsp', 'adp_odsp'])],
-    'march_of_dimes': [('x_fc_sale_type', '=', 'march_of_dimes')],
-    'hardship': [('x_fc_sale_type', '=', 'hardship')],
-    'acsd': [('x_fc_client_type', '=', 'ACS')],
-    'muscular_dystrophy': [('x_fc_sale_type', '=', 'muscular_dystrophy')],
-    'insurance': [('x_fc_sale_type', '=', 'insurance')],
-    'wsib': [('x_fc_sale_type', '=', 'wsib')],
-}
-
-TYPE_LABELS = dict(CASE_TYPE_SELECTION)
-
 
 class FusionClaimsDashboard(models.TransientModel):
     _name = 'fusion.claims.dashboard'
+    _inherit = 'fusion_claims.adp.posting.schedule.mixin'
     _description = 'Fusion Claims Dashboard'
     _rec_name = 'name'
 
     name = fields.Char(default='Dashboard', readonly=True)
 
-    # Case counts by funding type
-    adp_count = fields.Integer(compute='_compute_stats')
-    odsp_count = fields.Integer(compute='_compute_stats')
-    march_of_dimes_count = fields.Integer(compute='_compute_stats')
-    hardship_count = fields.Integer(compute='_compute_stats')
-    acsd_count = fields.Integer(compute='_compute_stats')
-    muscular_dystrophy_count = fields.Integer(compute='_compute_stats')
-    insurance_count = fields.Integer(compute='_compute_stats')
-    wsib_count = fields.Integer(compute='_compute_stats')
-    total_profiles = fields.Integer(compute='_compute_stats')
+    # =========================================================================
+    # Role-aware filter
+    # =========================================================================
+    is_manager = fields.Boolean(compute='_compute_is_manager')
 
-    # Panel selectors (4 panels)
-    panel1_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 1', default='adp')
-    panel2_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 2', default='odsp')
-    panel3_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 3', default='march_of_dimes')
-    panel4_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 4', default='hardship')
-
-    # Panel HTML
-    panel1_html = fields.Html(compute='_compute_panels', sanitize=False)
-    panel2_html = fields.Html(compute='_compute_panels', sanitize=False)
-    panel3_html = fields.Html(compute='_compute_panels', sanitize=False)
-    panel4_html = fields.Html(compute='_compute_panels', sanitize=False)
-    panel1_title = fields.Char(compute='_compute_panels')
-    panel2_title = fields.Char(compute='_compute_panels')
-    panel3_title = fields.Char(compute='_compute_panels')
-    panel4_title = fields.Char(compute='_compute_panels')
-
-    def _compute_stats(self):
-        SO = self.env['sale.order'].sudo()
-        Profile = self.env['fusion.client.profile'].sudo()
+    def _compute_is_manager(self):
+        manager_group = self.env.ref('fusion_claims.group_fusion_claims_manager',
+                                     raise_if_not_found=False)
+        sale_mgr_group = self.env.ref('sales_team.group_sale_manager',
+                                      raise_if_not_found=False)
         for rec in self:
-            rec.adp_count = SO.search_count(TYPE_DOMAINS['adp'])
-            rec.odsp_count = SO.search_count(TYPE_DOMAINS['odsp'])
-            rec.march_of_dimes_count = SO.search_count(TYPE_DOMAINS['march_of_dimes'])
-            rec.hardship_count = SO.search_count(TYPE_DOMAINS['hardship'])
-            rec.acsd_count = SO.search_count(TYPE_DOMAINS['acsd'])
-            rec.muscular_dystrophy_count = SO.search_count(TYPE_DOMAINS['muscular_dystrophy'])
-            rec.insurance_count = SO.search_count(TYPE_DOMAINS['insurance'])
-            rec.wsib_count = SO.search_count(TYPE_DOMAINS['wsib'])
-            rec.total_profiles = Profile.search_count([])
-
-    @api.depends('panel1_type', 'panel2_type', 'panel3_type', 'panel4_type')
-    def _compute_panels(self):
-        SO = self.env['sale.order'].sudo()
-        for rec in self:
-            for i in range(1, 5):
-                ptype = getattr(rec, f'panel{i}_type') or 'adp'
-                domain = TYPE_DOMAINS.get(ptype, [])
-                orders = SO.search(domain, order='create_date desc', limit=50)
-                count = SO.search_count(domain)
-                title = f'Window {i}  -  {TYPE_LABELS.get(ptype, ptype)}  ({count} cases)'
-                html = rec._build_top_list(orders)
-                setattr(rec, f'panel{i}_title', title)
-                setattr(rec, f'panel{i}_html', html)
-
-    def _build_top_list(self, orders):
-        if not orders:
-            return '<p class="text-muted text-center py-4">No cases found</p>'
-        rows = []
-        for o in orders:
-            status = o.x_fc_adp_application_status or ''
-            status_label = dict(o._fields['x_fc_adp_application_status'].selection).get(status, status)
-            rows.append(
-                f'<tr>'
-                f'<td><a href="/odoo/sales/{o.id}">{o.name}</a></td>'
-                f'<td>{o.partner_id.name or ""}</td>'
-                f'<td>{status_label}</td>'
-                f'<td class="text-end">${o.amount_total:,.2f}</td>'
-                f'</tr>'
+            user = rec.env.user
+            rec.is_manager = bool(
+                (manager_group and user.has_group('fusion_claims.group_fusion_claims_manager'))
+                or (sale_mgr_group and user.has_group('sales_team.group_sale_manager'))
             )
-        return (
-            '<table class="table table-sm table-hover mb-0">'
-            '<thead><tr><th>Order</th><th>Client</th><th>Status</th><th class="text-end">Total</th></tr></thead>'
-            '<tbody>' + ''.join(rows) + '</tbody></table>'
-        )
 
-    def action_open_order(self, order_id):
-        """Open a specific sale order with breadcrumbs."""
+    def _role_filter_domain(self):
+        """Common domain prefix for SO-based counts.
+
+        Managers (fusion_claims.group_fusion_claims_manager or
+        sales_team.group_sale_manager) see everything.
+        Other users see only SOs where they are the salesperson.
+        """
+        self.ensure_one()
+        if self.is_manager:
+            return []
+        return [('user_id', '=', self.env.user.id)]
+
+    # =========================================================================
+    # Header banner
+    # =========================================================================
+    posting_period_label = fields.Char(compute='_compute_banner')
+    posting_period_start = fields.Date(compute='_compute_banner')
+    posting_period_end = fields.Date(compute='_compute_banner')
+    submission_deadline_dt = fields.Datetime(compute='_compute_banner')
+    is_pre_first_posting = fields.Boolean(compute='_compute_banner')
+
+    def _compute_banner(self):
+        from datetime import date, datetime, time, timedelta
+        import pytz
+
+        today = date.today()
+        for rec in self:
+            base_date = rec._get_adp_posting_base_date()
+            rec.is_pre_first_posting = today < base_date
+
+            current = rec._get_current_posting_date(today)
+            nxt = rec._get_next_posting_date(today)
+            # If we're sitting on a posting date, current == next; treat
+            # the period as the one starting today.
+            if current == nxt:
+                period_start = current
+                period_end = current + timedelta(days=rec._get_adp_posting_frequency())
+            else:
+                period_start = current
+                period_end = nxt
+
+            rec.posting_period_start = period_start
+            rec.posting_period_end = period_end
+
+            if rec.is_pre_first_posting:
+                rec.posting_period_label = f"Posting starts {base_date.strftime('%b %d')}"
+            else:
+                rec.posting_period_label = (
+                    f"{period_start.strftime('%b %d')} – "
+                    f"{period_end.strftime('%b %d')}"
+                )
+
+            wednesday = rec._get_posting_week_wednesday(nxt)
+            naive_deadline = datetime.combine(wednesday, time(18, 0, 0))
+            # Store as UTC; users see it in their TZ; OWL widget computes in local TZ.
+            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'))
+
+    # =========================================================================
+    # Activities (left column)
+    # =========================================================================
+    my_activities_count = fields.Integer(compute='_compute_activities')
+    my_activities_html = fields.Html(compute='_compute_activities', sanitize=False)
+
+    def _compute_activities(self):
+        Activity = self.env['mail.activity'].sudo()
+        domain = [
+            ('user_id', '=', self.env.user.id),
+            ('res_model', 'in', ['sale.order', 'account.move', 'fusion.technician.task']),
+        ]
+        for rec in self:
+            activities = Activity.search(domain, order='date_deadline asc', limit=10)
+            rec.my_activities_count = Activity.search_count(domain)
+            if not activities:
+                rec.my_activities_html = (
+                    '<p class="o_fc_empty">No activities assigned.</p>'
+                )
+                continue
+            from datetime import date
+            today = date.today()
+            rows = []
+            for act in activities:
+                overdue = act.date_deadline and act.date_deadline < today
+                row_class = 'o_fc_activity_row o_fc_activity_overdue' if overdue else 'o_fc_activity_row'
+                deadline_text = act.date_deadline.strftime('%b %d') if act.date_deadline else '—'
+                url = f'/odoo/{act.res_model.replace(".", "_")}/{act.res_id}'
+                rows.append(
+                    f'<div class="{row_class}">'
+                    f'<a href="{url}"><b>{act.summary or act.activity_type_id.name or "Activity"}</b></a>'
+                    f'<span class="o_fc_activity_deadline">{deadline_text}</span>'
+                    f'</div>'
+                )
+            rec.my_activities_html = '\n'.join(rows)
+
+    # =========================================================================
+    # 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']),
+                ('x_fc_proof_of_delivery', '=', False),
+            ])
+            rec.bottleneck_no_response_count = SO.search_count(base + [
+                ('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')])
+
+    # =========================================================================
+    # ADP Pre-Approval (right column, 4 tiles)
+    # =========================================================================
+    adp_waiting_app_count = fields.Integer(compute='_compute_workflow_counts')
+    adp_app_received_count = fields.Integer(compute='_compute_workflow_counts')
+    adp_ready_submit_count = fields.Integer(compute='_compute_workflow_counts')
+    adp_needs_correction_count = fields.Integer(compute='_compute_workflow_counts')
+
+    # =========================================================================
+    # ADP Post-Approval (right column, 4 tiles)
+    # =========================================================================
+    adp_approved_count = fields.Integer(compute='_compute_workflow_counts')
+    adp_ready_delivery_count = fields.Integer(compute='_compute_workflow_counts')
+    adp_ready_bill_count = fields.Integer(compute='_compute_workflow_counts')
+    adp_on_hold_count = fields.Integer(compute='_compute_workflow_counts')
+
+    # =========================================================================
+    # MOD (right column, 5 tiles)
+    # =========================================================================
+    mod_awaiting_funding_count = fields.Integer(compute='_compute_workflow_counts')
+    mod_funding_approved_count = fields.Integer(compute='_compute_workflow_counts')
+    mod_pca_received_count = fields.Integer(compute='_compute_workflow_counts')
+    mod_project_complete_count = fields.Integer(compute='_compute_workflow_counts')
+    mod_pod_submitted_count = fields.Integer(compute='_compute_workflow_counts')
+
+    def _compute_workflow_counts(self):
+        SO = self.env['sale.order'].sudo()
+        for rec in self:
+            base = rec._role_filter_domain()
+
+            # ADP Pre-Approval
+            rec.adp_waiting_app_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', 'in',
+                 ['waiting_for_application', 'assessment_completed']),
+            ])
+            rec.adp_app_received_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', '=', 'application_received'),
+            ])
+            rec.adp_ready_submit_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', '=', 'ready_submission'),
+            ])
+            rec.adp_needs_correction_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', '=', 'needs_correction'),
+            ])
+
+            # ADP Post-Approval
+            rec.adp_approved_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
+            ])
+            rec.adp_ready_delivery_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', '=', 'ready_delivery'),
+            ])
+            rec.adp_ready_bill_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', '=', 'ready_bill'),
+            ])
+            rec.adp_on_hold_count = SO.search_count(base + [
+                ('x_fc_adp_application_status', '=', 'on_hold'),
+            ])
+
+            # MOD
+            rec.mod_awaiting_funding_count = SO.search_count(base + [
+                ('x_fc_mod_status', '=', 'awaiting_funding'),
+            ])
+            rec.mod_funding_approved_count = SO.search_count(base + [
+                ('x_fc_mod_status', '=', 'funding_approved'),
+            ])
+            rec.mod_pca_received_count = SO.search_count(base + [
+                ('x_fc_mod_status', '=', 'contract_received'),
+            ])
+            rec.mod_project_complete_count = SO.search_count(base + [
+                ('x_fc_mod_status', '=', 'project_complete'),
+            ])
+            rec.mod_pod_submitted_count = SO.search_count(base + [
+                ('x_fc_mod_status', '=', 'pod_submitted'),
+            ])
+
+    # =========================================================================
+    # Open-list action methods
+    # =========================================================================
+    def _so_list_action(self, name, domain):
         return {
             'type': 'ir.actions.act_window',
-            'name': 'Sale Order',
+            'name': name,
             'res_model': 'sale.order',
-            'view_mode': 'form',
-            'res_id': order_id,
+            'view_mode': 'list,form',
+            'domain': self._role_filter_domain() + domain,
             'target': 'current',
         }
 
-    def action_open_adp(self):
-        return self._open_type_action('adp')
+    # ----- ADP Pre-Approval -----
+    def action_open_adp_waiting_app(self):
+        return self._so_list_action('ADP — Waiting for Application', [
+            ('x_fc_adp_application_status', 'in',
+             ['waiting_for_application', 'assessment_completed']),
+        ])
 
-    def action_open_odsp(self):
-        return self._open_type_action('odsp')
+    def action_open_adp_app_received(self):
+        return self._so_list_action('ADP — Application Received', [
+            ('x_fc_adp_application_status', '=', 'application_received'),
+        ])
 
-    def action_open_march(self):
-        return self._open_type_action('march_of_dimes')
+    def action_open_adp_ready_submit(self):
+        return self._so_list_action('ADP — Ready for Submission', [
+            ('x_fc_adp_application_status', '=', 'ready_submission'),
+        ])
 
-    def action_open_hardship(self):
-        return self._open_type_action('hardship')
+    def action_open_adp_needs_correction(self):
+        return self._so_list_action('ADP — Needs Correction', [
+            ('x_fc_adp_application_status', '=', 'needs_correction'),
+        ])
 
-    def action_open_acsd(self):
-        return self._open_type_action('acsd')
+    # ----- ADP Post-Approval -----
+    def action_open_adp_approved(self):
+        return self._so_list_action('ADP — Approved', [
+            ('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
+        ])
 
-    def action_open_muscular(self):
-        return self._open_type_action('muscular_dystrophy')
+    def action_open_adp_ready_delivery(self):
+        return self._so_list_action('ADP — Ready for Delivery', [
+            ('x_fc_adp_application_status', '=', 'ready_delivery'),
+        ])
 
-    def action_open_insurance(self):
-        return self._open_type_action('insurance')
+    def action_open_adp_ready_bill(self):
+        return self._so_list_action('ADP — Ready to Bill', [
+            ('x_fc_adp_application_status', '=', 'ready_bill'),
+        ])
 
-    def action_open_wsib(self):
-        return self._open_type_action('wsib')
+    def action_open_adp_on_hold(self):
+        return self._so_list_action('ADP — On Hold', [
+            ('x_fc_adp_application_status', '=', 'on_hold'),
+        ])
 
-    def action_open_profiles(self):
-        return {
-            'type': 'ir.actions.act_window', 'name': 'Client Profiles',
-            'res_model': 'fusion.client.profile', 'view_mode': 'list,form',
-        }
+    # ----- MOD -----
+    def action_open_mod_awaiting_funding(self):
+        return self._so_list_action('MOD — Awaiting Funding', [
+            ('x_fc_mod_status', '=', 'awaiting_funding'),
+        ])
 
-    def _open_type_action(self, type_key):
+    def action_open_mod_funding_approved(self):
+        return self._so_list_action('MOD — Funding Approved', [
+            ('x_fc_mod_status', '=', 'funding_approved'),
+        ])
+
+    def action_open_mod_pca_received(self):
+        return self._so_list_action('MOD — PCA Received', [
+            ('x_fc_mod_status', '=', 'contract_received'),
+        ])
+
+    def action_open_mod_project_complete(self):
+        return self._so_list_action('MOD — Project Complete', [
+            ('x_fc_mod_status', '=', 'project_complete'),
+        ])
+
+    def action_open_mod_pod_submitted(self):
+        return self._so_list_action('MOD — POD Submitted', [
+            ('x_fc_mod_status', '=', 'pod_submitted'),
+        ])
+
+    # ----- Other funders -----
+    def action_open_odsp_cases(self):
+        return self._so_list_action('ODSP Cases', [
+            ('state', '!=', 'cancel'),
+            ('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']),
+        ])
+
+    def action_open_wsib_cases(self):
+        return self._so_list_action('WSIB Cases', [
+            ('state', '!=', 'cancel'),
+            ('x_fc_sale_type', '=', 'wsib'),
+        ])
+
+    def action_open_insurance_cases(self):
+        return self._so_list_action('Insurance Cases', [
+            ('state', '!=', 'cancel'),
+            ('x_fc_sale_type', '=', 'insurance'),
+        ])
+
+    def action_open_mdc_cases(self):
+        return self._so_list_action('Muscular Dystrophy Cases', [
+            ('state', '!=', 'cancel'),
+            ('x_fc_sale_type', '=', 'muscular_dystrophy'),
+        ])
+
+    def action_open_hardship_cases(self):
+        return self._so_list_action('Hardship Cases', [
+            ('state', '!=', 'cancel'),
+            ('x_fc_sale_type', '=', 'hardship'),
+        ])
+
+    def action_open_acsd_cases(self):
+        return self._so_list_action('ACSD Cases', [
+            ('state', '!=', 'cancel'),
+            ('x_fc_client_type', '=', 'ACS'),
+        ])
+
+    # ----- Bottlenecks -----
+    def action_open_bottleneck_no_pod(self):
+        return self._so_list_action('Bottleneck — Approved without POD', [
+            ('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
+            ('x_fc_proof_of_delivery', '=', False),
+        ])
+
+    def action_open_bottleneck_no_response(self):
+        from datetime import date, timedelta
+        cutoff = date.today() - timedelta(days=14)
+        return self._so_list_action('Bottleneck — Submitted, no response', [
+            ('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
+            ('x_fc_claim_submission_date', '<', cutoff),
+        ])
+
+    # ----- Activities -----
+    def action_open_my_activities(self):
         return {
             'type': 'ir.actions.act_window',
-            'name': f'{TYPE_LABELS.get(type_key, type_key)} Cases',
-            'res_model': 'sale.order', 'view_mode': 'list,form',
-            'domain': TYPE_DOMAINS.get(type_key, []),
+            'name': 'My Activities',
+            'res_model': 'mail.activity',
+            'view_mode': 'list,form',
+            'domain': [
+                ('user_id', '=', self.env.user.id),
+                ('res_model', 'in', ['sale.order', 'account.move',
+                                     'fusion.technician.task']),
+            ],
+            'target': 'current',
         }
+
+    # ----- KPI drill-downs -----
+    def action_open_kpi_ready(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Ready to Claim (ADP)',
+            'res_model': 'account.move',
+            'view_mode': 'list,form',
+            'domain': self._invoice_role_filter() + [
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+                ('x_fc_adp_billing_status', '=', 'waiting'),
+                ('adp_exported', '=', False),
+            ],
+            'target': 'current',
+        }
+
+    def action_open_kpi_claimed(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Claimed This Period',
+            'res_model': 'account.move',
+            'view_mode': 'list,form',
+            'domain': self._invoice_role_filter() + [
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+                ('x_fc_adp_billing_status', 'in', ['submitted', 'resubmitted']),
+                ('adp_export_date', '>=', self.posting_period_start),
+            ],
+            'target': 'current',
+        }
+
+    def action_open_kpi_ar(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Total AR (ADP)',
+            'res_model': 'account.move',
+            'view_mode': 'list,form',
+            'domain': self._invoice_role_filter() + [
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+                ('x_fc_invoice_type', '=', 'adp'),
+                ('payment_state', 'in', ['not_paid', 'partial']),
+            ],
+            'target': 'current',
+        }
+
+    # =========================================================================
+    # Create-SO hotlinks
+    # =========================================================================
+    def _create_so_action(self, name, ctx_extra):
+        context = dict(self.env.context)
+        context.update(ctx_extra)
+        return {
+            'type': 'ir.actions.act_window',
+            'name': name,
+            'res_model': 'sale.order',
+            'view_mode': 'form',
+            'view_id': False,
+            'context': context,
+            'target': 'current',
+        }
+
+    def action_create_adp_so(self):
+        return self._create_so_action('New ADP Order',
+                                      {'default_x_fc_sale_type': 'adp'})
+
+    def action_create_mod_so(self):
+        return self._create_so_action('New MOD Order',
+                                      {'default_x_fc_sale_type': 'march_of_dimes'})
+
+    def action_create_odsp_so(self):
+        return self._create_so_action('New ODSP Order', {
+            'default_x_fc_sale_type': 'odsp',
+            'default_x_fc_odsp_division': 'standard',
+        })
+
+    def action_create_wsib_so(self):
+        return self._create_so_action('New WSIB Order',
+                                      {'default_x_fc_sale_type': 'wsib'})
+
+    def action_create_insurance_so(self):
+        return self._create_so_action('New Insurance Order',
+                                      {'default_x_fc_sale_type': 'insurance'})
+
+    def action_create_mdc_so(self):
+        return self._create_so_action('New MDC Order',
+                                      {'default_x_fc_sale_type': 'muscular_dystrophy'})
+
+    def action_create_hardship_so(self):
+        return self._create_so_action('New Hardship Order',
+                                      {'default_x_fc_sale_type': 'hardship'})
+
+    def action_create_private_so(self):
+        return self._create_so_action('New Private Order',
+                                      {'default_x_fc_sale_type': 'direct_private'})

fusion_claims/static/src/js/fc_posting_countdown.js

@@ -0,0 +1,63 @@
+/** @odoo-module **/
+// Fusion Claims — Posting Period Countdown
+// Reads the submission_deadline_dt field, computes "Nd Xh to cutoff" client-side,
+// re-renders every 60 seconds, swaps colour class as the deadline approaches.
+// Copyright 2026 Nexa Systems Inc.
+// License OPL-1
+
+import { Component, useState, onWillDestroy } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { standardFieldProps } from "@web/views/fields/standard_field_props";
+
+class FcPostingCountdown extends Component {
+    static template = "fusion_claims.PostingCountdown";
+    static props = { ...standardFieldProps };
+
+    setup() {
+        this.state = useState({ text: "", level: "info" });
+        this._render();
+        this._timer = setInterval(() => this._render(), 60_000);
+        onWillDestroy(() => {
+            if (this._timer) {
+                clearInterval(this._timer);
+                this._timer = null;
+            }
+        });
+    }
+
+    _render() {
+        const deadline = this.props.record.data[this.props.name];
+        if (!deadline) {
+            this.state.text = "";
+            this.state.level = "muted";
+            return;
+        }
+        // Odoo provides a luxon DateTime for Datetime fields
+        const now = luxon.DateTime.now();
+        const diff = deadline.diff(now, ["days", "hours", "minutes"]).toObject();
+
+        if (diff.days < 0 || (diff.days === 0 && diff.hours < 0)) {
+            this.state.text = "Cutoff passed";
+            this.state.level = "muted";
+            return;
+        }
+
+        const days = Math.floor(diff.days);
+        const hours = Math.floor(diff.hours);
+
+        if (days < 1) {
+            this.state.text = `${hours}h to cutoff`;
+            this.state.level = "danger";
+        } else if (days < 3) {
+            this.state.text = `${days}d ${hours}h to cutoff`;
+            this.state.level = "warning";
+        } else {
+            this.state.text = `${days} days to cutoff`;
+            this.state.level = "info";
+        }
+    }
+}
+
+registry.category("fields").add("fc_posting_countdown", {
+    component: FcPostingCountdown,
+});

fusion_claims/static/src/scss/_fc_dashboard_tokens.scss

@@ -0,0 +1,81 @@
+// =============================================================================
+// Fusion Claims Dashboard — Palette Tokens
+// Compile-time branch on $o-webclient-color-scheme so the same SCSS file
+// produces different palettes in web.assets_backend (light) and
+// web.assets_web_dark (dark). Tokens load FIRST in each bundle.
+// =============================================================================
+
+$o-webclient-color-scheme: bright !default;
+
+// ---------- LIGHT (defaults) ----------
+$_fc-page-bg:        #f7f7f8 !default;
+$_fc-card-bg:        #ffffff !default;
+$_fc-card-border:    #d8dadd !default;
+$_fc-text:           #2b2b2b !default;
+$_fc-text-muted:     #6c7480 !default;
+
+$_fc-banner-from:    #eef2ff !default;
+$_fc-banner-to:      #fce7f3 !default;
+$_fc-banner-border:  #c7d2fe !default;
+$_fc-banner-text:    #3730a3 !default;
+$_fc-deadline-text:  #b91c1c !default;
+
+$_fc-kpi-bg:         #f0f4ff !default;
+$_fc-kpi-border:     #c7d2fe !default;
+$_fc-kpi-num:        #1e3a8a !default;
+
+$_fc-action-bg:      #ecfdf5 !default;
+$_fc-action-border:  #6ee7b7 !default;
+$_fc-action-text:    #047857 !default;
+
+$_fc-tile-bg:        #f3f4f6 !default;
+$_fc-tile-border:    #e5e7eb !default;
+$_fc-tile-num:       #111827 !default;
+
+$_fc-urgent-bg:      #fee2e2 !default;
+$_fc-urgent-border:  #fca5a5 !default;
+$_fc-urgent-num:     #991b1b !default;
+$_fc-urgent-text:    #7f1d1d !default;
+
+$_fc-activity-bg:    #fefce8 !default;
+$_fc-activity-border: #fde047 !default;
+$_fc-bottleneck-bg:  #fef2f2 !default;
+$_fc-bottleneck-border: #fecaca !default;
+
+// ---------- DARK overrides ----------
+@if $o-webclient-color-scheme == dark {
+    $_fc-page-bg:        #1a1d21 !global;
+    $_fc-card-bg:        #22262d !global;
+    $_fc-card-border:    #3a3f47 !global;
+    $_fc-text:           #e5e7eb !global;
+    $_fc-text-muted:     #9ca3af !global;
+
+    // Cool blue monochrome banner (selected option A from brainstorm)
+    $_fc-banner-from:    #1e293b !global;
+    $_fc-banner-to:      #1e3a5f !global;
+    $_fc-banner-border:  #3b82f6 !global;
+    $_fc-banner-text:    #93c5fd !global;
+    $_fc-deadline-text:  #fca5a5 !global;
+
+    $_fc-kpi-bg:         #1e293b !global;
+    $_fc-kpi-border:     #334155 !global;
+    $_fc-kpi-num:        #93c5fd !global;
+
+    $_fc-action-bg:      #064e3b !global;
+    $_fc-action-border:  #047857 !global;
+    $_fc-action-text:    #6ee7b7 !global;
+
+    $_fc-tile-bg:        #2d3138 !global;
+    $_fc-tile-border:    #3a3f47 !global;
+    $_fc-tile-num:       #f3f4f6 !global;
+
+    $_fc-urgent-bg:      #4a1414 !global;
+    $_fc-urgent-border:  #7f1d1d !global;
+    $_fc-urgent-num:     #fca5a5 !global;
+    $_fc-urgent-text:    #fecaca !global;
+
+    $_fc-activity-bg:    #3a2e0a !global;
+    $_fc-activity-border: #854d0e !global;
+    $_fc-bottleneck-bg:  #3a1414 !global;
+    $_fc-bottleneck-border: #7f1d1d !global;
+}

fusion_claims/static/src/scss/fc_dashboard.scss

@@ -0,0 +1,212 @@
+// =============================================================================
+// Fusion Claims Dashboard — Layout & Section Styles
+// Consumes tokens from _fc_dashboard_tokens.scss (must load FIRST in bundle).
+// =============================================================================
+
+.o_fc_dashboard {
+    // Re-export tokens as CSS custom properties for devtools inspection
+    --fc-page-bg:           #{$_fc-page-bg};
+    --fc-card-bg:           #{$_fc-card-bg};
+    --fc-card-border:       #{$_fc-card-border};
+    --fc-text:              #{$_fc-text};
+    --fc-text-muted:        #{$_fc-text-muted};
+    --fc-banner-from:       #{$_fc-banner-from};
+    --fc-banner-to:         #{$_fc-banner-to};
+    --fc-banner-border:     #{$_fc-banner-border};
+    --fc-banner-text:       #{$_fc-banner-text};
+    --fc-deadline-text:     #{$_fc-deadline-text};
+    --fc-kpi-bg:            #{$_fc-kpi-bg};
+    --fc-kpi-border:        #{$_fc-kpi-border};
+    --fc-kpi-num:           #{$_fc-kpi-num};
+    --fc-action-bg:         #{$_fc-action-bg};
+    --fc-action-border:     #{$_fc-action-border};
+    --fc-action-text:       #{$_fc-action-text};
+    --fc-tile-bg:           #{$_fc-tile-bg};
+    --fc-tile-border:       #{$_fc-tile-border};
+    --fc-tile-num:          #{$_fc-tile-num};
+    --fc-urgent-bg:         #{$_fc-urgent-bg};
+    --fc-urgent-border:     #{$_fc-urgent-border};
+    --fc-urgent-num:        #{$_fc-urgent-num};
+    --fc-urgent-text:       #{$_fc-urgent-text};
+    --fc-activity-bg:       #{$_fc-activity-bg};
+    --fc-activity-border:   #{$_fc-activity-border};
+    --fc-bottleneck-bg:     #{$_fc-bottleneck-bg};
+    --fc-bottleneck-border: #{$_fc-bottleneck-border};
+
+    background: var(--fc-page-bg);
+    color: $_fc-text;
+
+    .o_fc_banner {
+        display: flex;
+        justify-content: space-between;
+        align-items: center;
+        background: linear-gradient(90deg, var(--fc-banner-from), var(--fc-banner-to));
+        border: 1px solid var(--fc-banner-border);
+        border-radius: 8px;
+        padding: 10px 14px;
+        font-weight: 600;
+        color: var(--fc-banner-text);
+    }
+    .o_fc_banner__deadline { font-weight: 700; }
+
+    .o_fc_kpi {
+        background: var(--fc-kpi-bg);
+        border: 1px solid var(--fc-kpi-border);
+        border-radius: 8px;
+        padding: 14px 10px;
+        text-align: center;
+        transition: transform 0.15s ease;
+
+        &:hover { transform: translateY(-2px); }
+    }
+    .o_fc_kpi__num {
+        display: block;
+        font-size: 1.6rem;
+        font-weight: 700;
+        color: var(--fc-kpi-num);
+    }
+    .o_fc_kpi__lbl {
+        display: block;
+        font-size: 0.75rem;
+        text-transform: uppercase;
+        letter-spacing: 0.5px;
+        color: var(--fc-text-muted);
+        margin-top: 2px;
+    }
+
+    .o_fc_actions {
+        display: flex;
+        flex-wrap: wrap;
+        gap: 6px;
+    }
+    .o_fc_pill {
+        background: var(--fc-action-bg);
+        border: 1px solid var(--fc-action-border);
+        color: var(--fc-action-text);
+        border-radius: 16px;
+        padding: 5px 12px;
+        font-size: 0.85rem;
+        font-weight: 600;
+        cursor: pointer;
+        transition: background 0.15s ease;
+
+        &:hover { background: var(--fc-action-border); }
+    }
+
+    .o_fc_section {
+        background: var(--fc-card-bg);
+        border: 1px solid var(--fc-card-border);
+        border-radius: 8px;
+        padding: 10px 12px;
+    }
+
+    .o_fc_h6 {
+        display: flex;
+        align-items: center;
+        font-size: 0.9rem;
+        font-weight: 700;
+        margin-bottom: 8px;
+        color: var(--fc-text);
+    }
+    .o_fc_tag {
+        display: inline-block;
+        font-size: 0.65rem;
+        padding: 2px 7px;
+        border-radius: 4px;
+        background: var(--fc-banner-border);
+        color: var(--fc-banner-text);
+        margin-left: 8px;
+        text-transform: uppercase;
+        letter-spacing: 0.5px;
+        font-weight: 600;
+    }
+
+    .o_fc_tile {
+        background: var(--fc-tile-bg);
+        border: 1px solid var(--fc-tile-border);
+        border-radius: 6px;
+        padding: 8px 6px;
+        text-align: center;
+        font-size: 0.75rem;
+        line-height: 1.3;
+        cursor: pointer;
+        transition: transform 0.15s ease, box-shadow 0.15s ease;
+
+        &:hover {
+            transform: translateY(-1px);
+            box-shadow: 0 2px 4px rgba(0,0,0,0.1);
+        }
+    }
+    .o_fc_tile__num {
+        display: block;
+        font-size: 1.3rem;
+        font-weight: 700;
+        color: var(--fc-tile-num);
+        margin-bottom: 2px;
+    }
+    .o_fc_tile--urgent {
+        background: var(--fc-urgent-bg);
+        border-color: var(--fc-urgent-border);
+        color: var(--fc-urgent-text);
+
+        .o_fc_tile__num { color: var(--fc-urgent-num); }
+    }
+
+    .o_fc_activities {
+        background: var(--fc-activity-bg);
+        border: 1px solid var(--fc-activity-border);
+        border-radius: 8px;
+        padding: 10px 12px;
+    }
+    .o_fc_activity_row {
+        display: flex;
+        justify-content: space-between;
+        padding: 4px 0;
+        border-bottom: 1px dashed var(--fc-card-border);
+        font-size: 0.85rem;
+
+        &:last-child { border-bottom: none; }
+    }
+    .o_fc_activity_overdue {
+        color: var(--fc-urgent-text);
+        font-weight: 600;
+    }
+    .o_fc_activity_deadline { color: var(--fc-text-muted); }
+    .o_fc_empty {
+        color: var(--fc-text-muted);
+        font-style: italic;
+        text-align: center;
+        padding: 12px;
+        margin: 0;
+    }
+
+    .o_fc_bottleneck {
+        background: var(--fc-bottleneck-bg);
+        border: 1px solid var(--fc-bottleneck-border);
+        border-radius: 8px;
+        padding: 10px 12px;
+    }
+    .o_fc_bottleneck_row {
+        display: block;
+        width: 100%;
+        text-align: left;
+        padding: 4px 0;
+        color: var(--fc-text);
+        text-decoration: none;
+
+        &:hover { color: var(--fc-urgent-num); text-decoration: underline; }
+    }
+
+    // Countdown widget colour levels (driven by OWL state)
+    .o_fc_countdown {
+        display: inline-block;
+        padding: 2px 8px;
+        border-radius: 12px;
+        font-weight: 700;
+        font-size: 0.85rem;
+    }
+    .o_fc_countdown--info    { color: var(--fc-banner-text); }
+    .o_fc_countdown--warning { color: #d97706; }   // amber (intentional fixed hex)
+    .o_fc_countdown--danger  { color: var(--fc-urgent-num); }
+    .o_fc_countdown--muted   { color: var(--fc-text-muted); font-style: italic; }
+}

fusion_claims/static/src/xml/fc_posting_countdown.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+    <t t-name="fusion_claims.PostingCountdown">
+        <span t-attf-class="o_fc_countdown o_fc_countdown--{{state.level}}"
+              t-esc="state.text"/>
+    </t>
+</templates>

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")
@@ -57,3 +87,281 @@ class TestFusionClaimsDashboard(TransactionCase):
     def test_is_manager_false_for_salesrep(self):
         dashboard = self.Dashboard.with_user(self.salesrep).create({})
         self.assertFalse(dashboard.is_manager)
+
+    # -------------------------------------------------------------------------
+    # Task 2 — Banner
+    # -------------------------------------------------------------------------
+    def test_banner_posting_period_label_format(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        label = dashboard.posting_period_label
+        self.assertTrue(any(month in label
+                            for month in ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun',
+                                          'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']),
+                        "Label should contain a month abbreviation")
+
+    def test_banner_posting_period_start_and_end_are_dates(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertTrue(dashboard.posting_period_start)
+        self.assertTrue(dashboard.posting_period_end)
+        delta = (dashboard.posting_period_end - dashboard.posting_period_start).days
+        self.assertEqual(delta, 14)
+
+    def test_banner_submission_deadline_is_wednesday_6pm(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        deadline = dashboard.submission_deadline_dt
+        self.assertTrue(deadline, "Deadline should be set")
+        # Stored in UTC; convert to user's TZ to assert the wall-clock weekday/hour
+        import pytz
+        tz = pytz.timezone(self.manager.tz or 'America/Toronto')
+        local = pytz.UTC.localize(deadline).astimezone(tz)
+        self.assertEqual(local.weekday(), 2, "Deadline should be Wednesday")
+        self.assertEqual(local.hour, 18, "Deadline should be 18:00 (6 PM)")
+
+    def test_is_pre_first_posting_false_when_today_is_past_base_date(self):
+        # 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")
+
+    # -------------------------------------------------------------------------
+    # Task 4 — Activities + bottlenecks
+    # -------------------------------------------------------------------------
+    def test_my_activities_count_zero_when_none(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard.my_activities_count, 0)
+
+    def test_my_activities_count_picks_up_user_activity(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': 'adp',
+        })
+        self.env['mail.activity'].create({
+            'res_model_id': self.env['ir.model']._get('sale.order').id,
+            'res_id': so.id,
+            'res_model': 'sale.order',
+            'user_id': self.manager.id,
+            'activity_type_id': self.env.ref('mail.mail_activity_data_todo').id,
+            'summary': 'Test activity',
+        })
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard.my_activities_count, 1)
+        self.assertIn('Test activity', dashboard.my_activities_html or '')
+
+    def test_bottleneck_no_pod_count(self):
+        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': 'adp',
+            'x_fc_adp_application_status': 'approved',
+        })
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard.bottleneck_no_pod_count, 1)
+
+    def test_bottleneck_no_response_count(self):
+        from datetime import date, timedelta
+        old_date = date.today() - timedelta(days=20)
+        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': 'adp',
+            'x_fc_adp_application_status': 'submitted',
+            'x_fc_claim_submission_date': old_date,
+        })
+        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)
+
+    # -------------------------------------------------------------------------
+    # Task 6 — ADP + MOD workflow counts
+    # -------------------------------------------------------------------------
+    def test_adp_pre_approval_tile_counts(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': 'adp',
+                   'x_fc_adp_application_status': 'waiting_for_application'})
+        SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                   'x_fc_sale_type': 'adp',
+                   'x_fc_adp_application_status': 'application_received'})
+        SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                   'x_fc_sale_type': 'adp',
+                   'x_fc_adp_application_status': 'ready_submission'})
+        SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                   'x_fc_sale_type': 'adp',
+                   'x_fc_adp_application_status': 'needs_correction'})
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard.adp_waiting_app_count, 1)
+        self.assertEqual(dashboard.adp_app_received_count, 1)
+        self.assertEqual(dashboard.adp_ready_submit_count, 1)
+        self.assertEqual(dashboard.adp_needs_correction_count, 1)
+
+    def test_adp_post_approval_tile_counts(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': 'adp',
+                   'x_fc_adp_application_status': 'approved'})
+        SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                   'x_fc_sale_type': 'adp',
+                   'x_fc_adp_application_status': 'ready_delivery'})
+        SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                   'x_fc_sale_type': 'adp',
+                   'x_fc_adp_application_status': 'ready_bill'})
+        SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                   'x_fc_sale_type': 'adp',
+                   'x_fc_adp_application_status': 'on_hold'})
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard.adp_approved_count, 1)
+        self.assertEqual(dashboard.adp_ready_delivery_count, 1)
+        self.assertEqual(dashboard.adp_ready_bill_count, 1)
+        self.assertEqual(dashboard.adp_on_hold_count, 1)
+
+    def test_mod_tile_counts(self):
+        SO = self.env['sale.order'].with_context(skip_status_validation=True)
+        for status in ('awaiting_funding', 'funding_approved', 'contract_received',
+                       'project_complete', 'pod_submitted'):
+            SO.create({'partner_id': self.partner.id, 'user_id': self.manager.id,
+                       'x_fc_sale_type': 'march_of_dimes',
+                       'x_fc_mod_status': status})
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard.mod_awaiting_funding_count, 1)
+        self.assertEqual(dashboard.mod_funding_approved_count, 1)
+        self.assertEqual(dashboard.mod_pca_received_count, 1)
+        self.assertEqual(dashboard.mod_project_complete_count, 1)
+        self.assertEqual(dashboard.mod_pod_submitted_count, 1)
+
+    # -------------------------------------------------------------------------
+    # Task 7 — Open-list action methods
+    # -------------------------------------------------------------------------
+    def test_action_open_adp_waiting_app_returns_correct_domain(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_open_adp_waiting_app()
+        self.assertEqual(action['res_model'], 'sale.order')
+        self.assertIn(('x_fc_adp_application_status', 'in',
+                       ['waiting_for_application', 'assessment_completed']),
+                      action['domain'])
+
+    def test_action_open_bottleneck_no_pod_returns_correct_domain(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_open_bottleneck_no_pod()
+        self.assertEqual(action['res_model'], 'sale.order')
+        self.assertIn(('x_fc_proof_of_delivery', '=', False), action['domain'])
+
+    def test_action_open_mod_awaiting_funding_returns_correct_domain(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_open_mod_awaiting_funding()
+        self.assertEqual(action['res_model'], 'sale.order')
+        self.assertIn(('x_fc_mod_status', '=', 'awaiting_funding'), action['domain'])
+
+    def test_action_open_my_activities_returns_activity_model(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_open_my_activities()
+        self.assertEqual(action['res_model'], 'mail.activity')
+
+    # -------------------------------------------------------------------------
+    # Task 8 — Create-SO hotlinks
+    # -------------------------------------------------------------------------
+    def test_action_create_adp_so_has_default_sale_type(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_create_adp_so()
+        self.assertEqual(action['res_model'], 'sale.order')
+        self.assertEqual(action['view_mode'], 'form')
+        self.assertEqual(action['context']['default_x_fc_sale_type'], 'adp')
+
+    def test_action_create_mod_so_has_default_sale_type(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_create_mod_so()
+        self.assertEqual(action['context']['default_x_fc_sale_type'], 'march_of_dimes')
+
+    def test_action_create_odsp_so_has_division_default(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        action = dashboard.action_create_odsp_so()
+        self.assertEqual(action['context']['default_x_fc_sale_type'], 'odsp')
+        self.assertEqual(action['context']['default_x_fc_odsp_division'], 'standard')
+
+    def test_all_create_so_actions_exist(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        for method_name, expected_type in [
+            ('action_create_adp_so', 'adp'),
+            ('action_create_mod_so', 'march_of_dimes'),
+            ('action_create_odsp_so', 'odsp'),
+            ('action_create_wsib_so', 'wsib'),
+            ('action_create_insurance_so', 'insurance'),
+            ('action_create_mdc_so', 'muscular_dystrophy'),
+            ('action_create_hardship_so', 'hardship'),
+            ('action_create_private_so', 'direct_private'),
+        ]:
+            action = getattr(dashboard, method_name)()
+            self.assertEqual(action['res_model'], 'sale.order')
+            self.assertEqual(action['context']['default_x_fc_sale_type'], expected_type,
+                             f"{method_name} returned wrong default sale type")

fusion_claims/views/dashboard_views.xml

@@ -4,157 +4,384 @@
         <field name="name">fusion.claims.dashboard.form</field>
         <field name="model">fusion.claims.dashboard</field>
         <field name="arch" type="xml">
-            <form string="Dashboard" create="0" delete="0">
+            <form string="Dashboard" create="0" delete="0" edit="0"
+                  class="o_fc_dashboard">
                 <sheet>
-                    <!-- ===== FUNDING CARDS (one line, bigger) ===== -->
-                    <div class="d-flex flex-nowrap gap-2 mb-4 overflow-auto">
-                        <div invisible="adp_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_adp" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="adp_count"/></div>
-                                    <div style="font-size: 0.85rem;">ADP</div>
-                                </div>
-                            </button>
+
+                    <!-- Hidden invariants used by buttons + widgets -->
+                    <field name="currency_id" invisible="1"/>
+                    <field name="posting_period_start" invisible="1"/>
+                    <field name="is_manager" invisible="1"/>
+                    <field name="is_pre_first_posting" invisible="1"/>
+
+                    <!-- BANNER -->
+                    <div class="o_fc_banner mb-3">
+                        <div class="o_fc_banner__label">
+                            <i class="fa fa-calendar me-2"/>
+                            <span>Posting Period: </span>
+                            <field name="posting_period_label" nolabel="1"
+                                   class="fw-bold"/>
                         </div>
-                        <div invisible="odsp_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_odsp" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="odsp_count"/></div>
-                                    <div style="font-size: 0.85rem;">ODSP</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="march_of_dimes_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_march" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="march_of_dimes_count"/></div>
-                                    <div style="font-size: 0.85rem;">March of Dimes</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="hardship_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_hardship" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #43e97b 0%, #38f9d7 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="hardship_count"/></div>
-                                    <div style="font-size: 0.85rem;">Hardship</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="acsd_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_acsd" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #fa709a 0%, #fee140 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="acsd_count"/></div>
-                                    <div style="font-size: 0.85rem;">ACSD</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="muscular_dystrophy_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_muscular" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #a18cd1 0%, #fbc2eb 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="muscular_dystrophy_count"/></div>
-                                    <div style="font-size: 0.85rem;">Muscular Dystrophy</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="insurance_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_insurance" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-dark text-center py-3 px-2" style="background: linear-gradient(135deg, #ffecd2 0%, #fcb69f 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="insurance_count"/></div>
-                                    <div style="font-size: 0.85rem;">Insurance</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="wsib_count == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_wsib" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-dark text-center py-3 px-2" style="background: linear-gradient(135deg, #ff9a9e 0%, #fad0c4 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="wsib_count"/></div>
-                                    <div style="font-size: 0.85rem;">WSIB</div>
-                                </div>
-                            </button>
-                        </div>
-                        <div invisible="total_profiles == 0" style="flex: 1 1 0; min-width: 120px;">
-                            <button name="action_open_profiles" type="object" class="btn p-0 w-100 border-0">
-                                <div class="text-white text-center py-3 px-2" style="background: linear-gradient(135deg, #30cfd0 0%, #330867 100%); border-radius: 14px;">
-                                    <div class="fw-bold" style="font-size: 1.8rem;"><field name="total_profiles"/></div>
-                                    <div style="font-size: 0.85rem;">Profiles</div>
-                                </div>
-                            </button>
+                        <div class="o_fc_banner__deadline">
+                            <field name="submission_deadline_dt"
+                                   widget="fc_posting_countdown"
+                                   nolabel="1" readonly="1"/>
                         </div>
                     </div>
 
-                    <!-- ===== PANEL SELECTORS (4 dropdowns) ===== -->
+                    <!-- "Showing your cases" hint when role-filtered -->
+                    <div class="alert alert-info py-2 mb-2"
+                         invisible="is_manager">
+                        Showing your assigned cases only.
+                    </div>
+
+                    <!-- KPI TILES (3-up) -->
                     <div class="row g-2 mb-3">
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 1</div>
-                            <field name="panel1_type" nolabel="1"/>
+                        <div class="col-12 col-md-4">
+                            <button name="action_open_kpi_ready" type="object"
+                                    class="btn p-0 w-100 border-0">
+                                <div class="o_fc_kpi">
+                                    <span class="o_fc_kpi__num">
+                                        <field name="kpi_ready_amount"
+                                               widget="monetary" nolabel="1"
+                                               options="{'currency_field': 'currency_id'}"/>
+                                    </span>
+                                    <span class="o_fc_kpi__lbl">Ready to Claim
+                                        (<field name="kpi_ready_count" nolabel="1"/>)
+                                    </span>
+                                </div>
+                            </button>
                         </div>
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 2</div>
-                            <field name="panel2_type" nolabel="1"/>
+                        <div class="col-12 col-md-4">
+                            <button name="action_open_kpi_claimed" type="object"
+                                    class="btn p-0 w-100 border-0">
+                                <div class="o_fc_kpi">
+                                    <span class="o_fc_kpi__num">
+                                        <field name="kpi_claimed_amount"
+                                               widget="monetary" nolabel="1"
+                                               options="{'currency_field': 'currency_id'}"/>
+                                    </span>
+                                    <span class="o_fc_kpi__lbl">Claimed This Period
+                                        (<field name="kpi_claimed_count" nolabel="1"/>)
+                                    </span>
+                                </div>
+                            </button>
                         </div>
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 3</div>
-                            <field name="panel3_type" nolabel="1"/>
-                        </div>
-                        <div class="col-3">
-                            <div class="fw-bold mb-1" style="font-size: 0.8rem;">Window 4</div>
-                            <field name="panel4_type" nolabel="1"/>
+                        <div class="col-12 col-md-4">
+                            <button name="action_open_kpi_ar" type="object"
+                                    class="btn p-0 w-100 border-0">
+                                <div class="o_fc_kpi">
+                                    <span class="o_fc_kpi__num">
+                                        <field name="kpi_ar_amount"
+                                               widget="monetary" nolabel="1"
+                                               options="{'currency_field': 'currency_id'}"/>
+                                    </span>
+                                    <span class="o_fc_kpi__lbl">Total AR
+                                        (<field name="kpi_ar_count" nolabel="1"/>)
+                                    </span>
+                                </div>
+                            </button>
                         </div>
                     </div>
 
-                    <!-- ===== TOP PANELS ROW 1 ===== -->
-                    <div class="row g-3 mb-3">
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);">
-                                    <field name="panel1_title" nolabel="1"/>
-                                </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel1_html" class="w-100" nolabel="1"/>
-                                </div>
-                            </div>
-                        </div>
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);">
-                                    <field name="panel2_title" nolabel="1"/>
-                                </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel2_html" class="w-100" nolabel="1"/>
-                                </div>
-                            </div>
-                        </div>
+                    <!-- QUICK ACTION PILLS -->
+                    <div class="o_fc_actions mb-3">
+                        <button name="action_create_adp_so" type="object"
+                                class="o_fc_pill">+ ADP</button>
+                        <button name="action_create_mod_so" type="object"
+                                class="o_fc_pill">+ MOD</button>
+                        <button name="action_create_odsp_so" type="object"
+                                class="o_fc_pill">+ ODSP</button>
+                        <button name="action_create_wsib_so" type="object"
+                                class="o_fc_pill">+ WSIB</button>
+                        <button name="action_create_insurance_so" type="object"
+                                class="o_fc_pill">+ Insurance</button>
+                        <button name="action_create_mdc_so" type="object"
+                                class="o_fc_pill">+ MDC</button>
+                        <button name="action_create_hardship_so" type="object"
+                                class="o_fc_pill">+ Hardship</button>
+                        <button name="action_create_private_so" type="object"
+                                class="o_fc_pill">+ Private</button>
                     </div>
 
-                    <!-- ===== TOP PANELS ROW 2 ===== -->
+                    <!-- 2-COLUMN GRID -->
                     <div class="row g-3">
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%);">
-                                    <field name="panel3_title" nolabel="1"/>
-                                </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel3_html" class="w-100" nolabel="1"/>
+
+                        <!-- LEFT COLUMN -->
+                        <div class="col-12 col-lg-5">
+
+                            <!-- Your Activities -->
+                            <div class="o_fc_activities mb-3">
+                                <h6 class="o_fc_h6">
+                                    <i class="fa fa-thumb-tack me-2"/>
+                                    Your Activities
+                                    <span class="o_fc_tag">
+                                        <field name="my_activities_count" nolabel="1"/>
+                                    </span>
+                                    <button name="action_open_my_activities" type="object"
+                                            class="btn btn-link btn-sm ms-auto p-0">
+                                        View all
+                                    </button>
+                                </h6>
+                                <field name="my_activities_html" nolabel="1"/>
+                            </div>
+
+                            <!-- Bottlenecks -->
+                            <div class="o_fc_bottleneck mb-3">
+                                <h6 class="o_fc_h6">
+                                    <i class="fa fa-exclamation-triangle me-2"/>
+                                    Bottlenecks
+                                </h6>
+                                <button name="action_open_bottleneck_no_pod" type="object"
+                                        class="o_fc_bottleneck_row btn btn-link p-0">
+                                    Approved without POD:
+                                    <span class="fw-bold ms-1">
+                                        <field name="bottleneck_no_pod_count" nolabel="1"/>
+                                    </span>
+                                </button>
+                                <button name="action_open_bottleneck_no_response" type="object"
+                                        class="o_fc_bottleneck_row btn btn-link p-0">
+                                    Submitted &gt; 14d, no response:
+                                    <span class="fw-bold ms-1">
+                                        <field name="bottleneck_no_response_count" nolabel="1"/>
+                                    </span>
+                                </button>
+                            </div>
+
+                            <!-- Other Funders -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">Other Funders</h6>
+                                <div class="row g-2">
+                                    <div class="col-4">
+                                        <button name="action_open_odsp_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_odsp" nolabel="1"/>
+                                                </span>ODSP
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_wsib_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_wsib" nolabel="1"/>
+                                                </span>WSIB
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_insurance_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_insurance" nolabel="1"/>
+                                                </span>Insurance
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_mdc_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_mdc" nolabel="1"/>
+                                                </span>MDC
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_hardship_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_hardship" nolabel="1"/>
+                                                </span>Hardship
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-4">
+                                        <button name="action_open_acsd_cases" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="count_acsd" nolabel="1"/>
+                                                </span>ACSD
+                                            </div>
+                                        </button>
+                                    </div>
                                 </div>
                             </div>
                         </div>
-                        <div class="col-12 col-lg-6">
-                            <div class="card" style="border-radius: 14px; overflow: hidden;">
-                                <div class="card-header fw-bold text-white py-2" style="background: linear-gradient(135deg, #43e97b 0%, #38f9d7 100%);">
-                                    <field name="panel4_title" nolabel="1"/>
+
+                        <!-- RIGHT COLUMN -->
+                        <div class="col-12 col-lg-7">
+
+                            <!-- ADP Pre-Approval -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">ADP
+                                    <span class="o_fc_tag">Pre-Approval</span>
+                                </h6>
+                                <div class="row g-2">
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_waiting_app" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile o_fc_tile--urgent">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_waiting_app_count" nolabel="1"/>
+                                                </span>Waiting App
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_app_received" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_app_received_count" nolabel="1"/>
+                                                </span>App Received
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_ready_submit" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_ready_submit_count" nolabel="1"/>
+                                                </span>Ready Submit
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_needs_correction" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile o_fc_tile--urgent">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_needs_correction_count" nolabel="1"/>
+                                                </span>Needs Correction
+                                            </div>
+                                        </button>
+                                    </div>
                                 </div>
-                                <div class="card-body p-0" style="max-height: 400px; overflow-y: auto;">
-                                    <field name="panel4_html" class="w-100" nolabel="1"/>
+                            </div>
+
+                            <!-- ADP Post-Approval -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">ADP
+                                    <span class="o_fc_tag">Post-Approval</span>
+                                </h6>
+                                <div class="row g-2">
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_approved" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_approved_count" nolabel="1"/>
+                                                </span>Approved
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_ready_delivery" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_ready_delivery_count" nolabel="1"/>
+                                                </span>Ready Delivery
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_ready_bill" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_ready_bill_count" nolabel="1"/>
+                                                </span>Ready Bill
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_adp_on_hold" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile o_fc_tile--urgent">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="adp_on_hold_count" nolabel="1"/>
+                                                </span>On Hold
+                                            </div>
+                                        </button>
+                                    </div>
+                                </div>
+                            </div>
+
+                            <!-- MOD -->
+                            <div class="o_fc_section mb-3">
+                                <h6 class="o_fc_h6">MOD</h6>
+                                <div class="row g-2">
+                                    <div class="col-6 col-md-2">
+                                        <button name="action_open_mod_awaiting_funding" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_awaiting_funding_count" nolabel="1"/>
+                                                </span>Awaiting
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-2">
+                                        <button name="action_open_mod_funding_approved" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_funding_approved_count" nolabel="1"/>
+                                                </span>Approved
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-2">
+                                        <button name="action_open_mod_pca_received" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_pca_received_count" nolabel="1"/>
+                                                </span>PCA
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_mod_project_complete" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_project_complete_count" nolabel="1"/>
+                                                </span>Proj. Done
+                                            </div>
+                                        </button>
+                                    </div>
+                                    <div class="col-6 col-md-3">
+                                        <button name="action_open_mod_pod_submitted" type="object"
+                                                class="btn p-0 w-100 border-0">
+                                            <div class="o_fc_tile">
+                                                <span class="o_fc_tile__num">
+                                                    <field name="mod_pod_submitted_count" nolabel="1"/>
+                                                </span>POD Submitted
+                                            </div>
+                                        </button>
+                                    </div>
                                 </div>
                             </div>
                         </div>
                     </div>
+
                 </sheet>
             </form>
         </field>
     </record>
 
-    <!-- Dashboard Action -->
+    <!-- Dashboard Action — preserved id so existing menu items resolve -->
     <record id="action_fusion_claims_dashboard" model="ir.actions.act_window">
         <field name="name">Dashboard</field>
         <field name="res_model">fusion.claims.dashboard</field>