# -*- coding: utf-8 -*- from odoo.tests.common import TransactionCase, tagged @tagged('-at_install', 'post_install', 'fusion_claims') class TestFusionClaimsDashboard(TransactionCase): @classmethod def setUpClass(cls): super().setUpClass() cls.Dashboard = cls.env['fusion.claims.dashboard'] cls.User = cls.env['res.users'] cls.Partner = cls.env['res.partner'] # Manager user (sees everything) cls.manager = cls.User.create({ 'name': 'Test Dashboard Manager', 'login': 'test_dash_mgr', 'group_ids': [ (4, cls.env.ref('fusion_claims.group_fusion_claims_manager').id), (4, cls.env.ref('sales_team.group_sale_salesman').id), ], }) # Sales rep (sees only own cases) cls.salesrep = cls.User.create({ 'name': 'Test Dashboard Salesrep', 'login': 'test_dash_rep', 'group_ids': [ (4, cls.env.ref('fusion_claims.group_fusion_claims_user').id), (4, cls.env.ref('sales_team.group_sale_salesman').id), ], }) 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") self.assertEqual(dashboard.name, 'Dashboard') def test_role_filter_empty_for_manager(self): dashboard = self.Dashboard.with_user(self.manager).create({}) self.assertEqual(dashboard._role_filter_domain(), [], "Manager should see all cases (empty domain)") def test_role_filter_restricts_for_salesrep(self): dashboard = self.Dashboard.with_user(self.salesrep).create({}) domain = dashboard._role_filter_domain() self.assertEqual(domain, [('user_id', '=', self.salesrep.id)], "Sales rep should see only their own SOs") def test_is_manager_true_for_manager(self): dashboard = self.Dashboard.with_user(self.manager).create({}) self.assertTrue(dashboard.is_manager) 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")