393 lines
23 KiB
XML
393 lines
23 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
|
|
<odoo>
|
|
<record id="view_fusion_claims_dashboard_form" model="ir.ui.view">
|
|
<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" edit="0"
|
|
class="o_fc_dashboard">
|
|
<sheet>
|
|
|
|
<!-- 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 class="o_fc_banner__deadline">
|
|
<field name="submission_deadline_dt"
|
|
widget="fc_posting_countdown"
|
|
nolabel="1" readonly="1"/>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- "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-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-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-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>
|
|
|
|
<!-- 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>
|
|
|
|
<!-- 2-COLUMN GRID -->
|
|
<div class="row g-3">
|
|
|
|
<!-- 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 > 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>
|
|
|
|
<!-- 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>
|
|
|
|
<!-- 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 — 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>
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="view_fusion_claims_dashboard_form"/>
|
|
<field name="target">current</field>
|
|
</record>
|
|
</odoo>
|