4025789ba0
Adds 4 new sections: - This Month rollup: submitted/approved/delivered/billed counts MTD - Pipeline $ by stage: pre-submit / submitted / approved / ready-to-bill amounts - Aging buckets: 30-59d, 60-89d, 90+ days - Recent ADP Exports: last 5 with totals Also overrides Odoo's form-sheet max-width on .o_fc_dashboard so the dashboard uses the full browser width. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
767 lines
33 KiB
Python
767 lines
33 KiB
Python
# -*- coding: utf-8 -*-
|
||
# Copyright 2024-2026 Nexa Systems Inc.
|
||
# License OPL-1 (Odoo Proprietary License v1.0)
|
||
|
||
from odoo import api, fields, models
|
||
|
||
|
||
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)
|
||
|
||
# =========================================================================
|
||
# Role-aware filter
|
||
# =========================================================================
|
||
is_manager = fields.Boolean(compute='_compute_is_manager')
|
||
|
||
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:
|
||
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'))
|
||
)
|
||
|
||
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)]
|
||
|
||
def _month_start(self):
|
||
from datetime import date
|
||
return date.today().replace(day=1)
|
||
|
||
# =========================================================================
|
||
# 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'),
|
||
])
|
||
|
||
# =========================================================================
|
||
# This Month rollup (4-up secondary KPI strip)
|
||
# =========================================================================
|
||
count_month_submitted = fields.Integer(compute='_compute_this_month')
|
||
count_month_approved = fields.Integer(compute='_compute_this_month')
|
||
count_month_delivered = fields.Integer(compute='_compute_this_month')
|
||
count_month_billed = fields.Integer(compute='_compute_this_month')
|
||
|
||
def _compute_this_month(self):
|
||
SO = self.env['sale.order'].sudo()
|
||
for rec in self:
|
||
base = rec._role_filter_domain()
|
||
ms = rec._month_start()
|
||
rec.count_month_submitted = SO.search_count(base + [
|
||
('x_fc_claim_submission_date', '>=', ms),
|
||
])
|
||
rec.count_month_approved = SO.search_count(base + [
|
||
('x_fc_claim_approval_date', '>=', ms),
|
||
])
|
||
rec.count_month_delivered = SO.search_count(base + [
|
||
('x_fc_adp_delivery_date', '>=', ms),
|
||
])
|
||
rec.count_month_billed = SO.search_count(base + [
|
||
('x_fc_billing_date', '>=', ms),
|
||
])
|
||
|
||
# =========================================================================
|
||
# Pipeline $ by stage (4-up money-in-motion strip)
|
||
# =========================================================================
|
||
pipeline_pre_amount = fields.Monetary(compute='_compute_pipeline',
|
||
currency_field='currency_id')
|
||
pipeline_submitted_amount = fields.Monetary(compute='_compute_pipeline',
|
||
currency_field='currency_id')
|
||
pipeline_approved_amount = fields.Monetary(compute='_compute_pipeline',
|
||
currency_field='currency_id')
|
||
pipeline_ready_bill_amount = fields.Monetary(compute='_compute_pipeline',
|
||
currency_field='currency_id')
|
||
|
||
def _compute_pipeline(self):
|
||
SO = self.env['sale.order'].sudo()
|
||
for rec in self:
|
||
base = rec._role_filter_domain()
|
||
pre = SO.search(base + [
|
||
('x_fc_adp_application_status', 'in',
|
||
['waiting_for_application', 'assessment_completed',
|
||
'application_received', 'ready_submission']),
|
||
])
|
||
sub = SO.search(base + [
|
||
('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
|
||
])
|
||
app = SO.search(base + [
|
||
('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
|
||
])
|
||
bill = SO.search(base + [
|
||
('x_fc_adp_application_status', '=', 'ready_bill'),
|
||
])
|
||
rec.pipeline_pre_amount = sum(pre.mapped('amount_total'))
|
||
rec.pipeline_submitted_amount = sum(sub.mapped('amount_total'))
|
||
rec.pipeline_approved_amount = sum(app.mapped('amount_total'))
|
||
rec.pipeline_ready_bill_amount = sum(bill.mapped('amount_total'))
|
||
|
||
# =========================================================================
|
||
# Aging buckets (disjoint: 30-59d, 60-89d, 90+d)
|
||
# =========================================================================
|
||
aging_30_count = fields.Integer(compute='_compute_aging')
|
||
aging_60_count = fields.Integer(compute='_compute_aging')
|
||
aging_90_count = fields.Integer(compute='_compute_aging')
|
||
|
||
def _compute_aging(self):
|
||
from datetime import date, timedelta
|
||
SO = self.env['sale.order'].sudo()
|
||
today = date.today()
|
||
cut_30 = today - timedelta(days=30)
|
||
cut_60 = today - timedelta(days=60)
|
||
cut_90 = today - timedelta(days=90)
|
||
# "Active" = SO not cancelled at order level, AND if it has an ADP
|
||
# status, it's not in a terminal ADP state.
|
||
terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
|
||
for rec in self:
|
||
base = rec._role_filter_domain() + [
|
||
('state', '!=', 'cancel'),
|
||
'|',
|
||
('x_fc_adp_application_status', '=', False),
|
||
('x_fc_adp_application_status', 'not in', terminal_adp),
|
||
]
|
||
rec.aging_30_count = SO.search_count(base + [
|
||
('create_date', '<', cut_30),
|
||
('create_date', '>=', cut_60),
|
||
])
|
||
rec.aging_60_count = SO.search_count(base + [
|
||
('create_date', '<', cut_60),
|
||
('create_date', '>=', cut_90),
|
||
])
|
||
rec.aging_90_count = SO.search_count(base + [
|
||
('create_date', '<', cut_90),
|
||
])
|
||
|
||
# =========================================================================
|
||
# Recent ADP Exports (last 5)
|
||
# =========================================================================
|
||
recent_exports_html = fields.Html(compute='_compute_recent_exports',
|
||
sanitize=False)
|
||
recent_exports_count = fields.Integer(compute='_compute_recent_exports')
|
||
|
||
def _compute_recent_exports(self):
|
||
Exp = self.env['fusion_claims.adp.export.record'].sudo()
|
||
for rec in self:
|
||
records = Exp.search([], order='export_date desc', limit=5)
|
||
rec.recent_exports_count = Exp.search_count([])
|
||
if not records:
|
||
rec.recent_exports_html = (
|
||
'<p class="o_fc_empty">No exports yet.</p>'
|
||
)
|
||
continue
|
||
rows = []
|
||
for r in records:
|
||
total = sum(r.invoice_ids.mapped('amount_total'))
|
||
date_str = (r.export_date.strftime('%b %d, %Y')
|
||
if r.export_date else '—')
|
||
label = r.posting_period_label or r.name or 'Export'
|
||
inv_count = r.invoice_count or 0
|
||
rows.append(
|
||
f'<div class="o_fc_export_row" '
|
||
f'data-export-id="{r.id}">'
|
||
f'<div class="o_fc_export_label">'
|
||
f'<b>{label}</b>'
|
||
f'<br/><small>{date_str} · {inv_count} inv</small>'
|
||
f'</div>'
|
||
f'<div class="o_fc_export_amount">${total:,.0f}</div>'
|
||
f'</div>'
|
||
)
|
||
rec.recent_exports_html = '\n'.join(rows)
|
||
|
||
# =========================================================================
|
||
# Open-list action methods
|
||
# =========================================================================
|
||
def _so_list_action(self, name, domain):
|
||
return {
|
||
'type': 'ir.actions.act_window',
|
||
'name': name,
|
||
'res_model': 'sale.order',
|
||
'view_mode': 'list,form',
|
||
'domain': self._role_filter_domain() + domain,
|
||
'target': 'current',
|
||
}
|
||
|
||
# ----- 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_adp_app_received(self):
|
||
return self._so_list_action('ADP — Application Received', [
|
||
('x_fc_adp_application_status', '=', 'application_received'),
|
||
])
|
||
|
||
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_adp_needs_correction(self):
|
||
return self._so_list_action('ADP — Needs Correction', [
|
||
('x_fc_adp_application_status', '=', 'needs_correction'),
|
||
])
|
||
|
||
# ----- 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_adp_ready_delivery(self):
|
||
return self._so_list_action('ADP — Ready for Delivery', [
|
||
('x_fc_adp_application_status', '=', 'ready_delivery'),
|
||
])
|
||
|
||
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_adp_on_hold(self):
|
||
return self._so_list_action('ADP — On Hold', [
|
||
('x_fc_adp_application_status', '=', 'on_hold'),
|
||
])
|
||
|
||
# ----- MOD -----
|
||
def action_open_mod_awaiting_funding(self):
|
||
return self._so_list_action('MOD — Awaiting Funding', [
|
||
('x_fc_mod_status', '=', 'awaiting_funding'),
|
||
])
|
||
|
||
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': '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'})
|
||
|
||
# =========================================================================
|
||
# Additional drill-downs (This Month, Pipeline, Aging, Exports)
|
||
# =========================================================================
|
||
def action_open_month_submitted(self):
|
||
return self._so_list_action('Submitted This Month', [
|
||
('x_fc_claim_submission_date', '>=', self._month_start()),
|
||
])
|
||
|
||
def action_open_month_approved(self):
|
||
return self._so_list_action('Approved This Month', [
|
||
('x_fc_claim_approval_date', '>=', self._month_start()),
|
||
])
|
||
|
||
def action_open_month_delivered(self):
|
||
return self._so_list_action('Delivered This Month', [
|
||
('x_fc_adp_delivery_date', '>=', self._month_start()),
|
||
])
|
||
|
||
def action_open_month_billed(self):
|
||
return self._so_list_action('Billed This Month', [
|
||
('x_fc_billing_date', '>=', self._month_start()),
|
||
])
|
||
|
||
def action_open_pipeline_pre(self):
|
||
return self._so_list_action('Pipeline — Pre-Submission', [
|
||
('x_fc_adp_application_status', 'in',
|
||
['waiting_for_application', 'assessment_completed',
|
||
'application_received', 'ready_submission']),
|
||
])
|
||
|
||
def action_open_pipeline_submitted(self):
|
||
return self._so_list_action('Pipeline — Submitted to ADP', [
|
||
('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted']),
|
||
])
|
||
|
||
def action_open_aging_30(self):
|
||
from datetime import date, timedelta
|
||
today = date.today()
|
||
terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
|
||
return self._so_list_action('Aging — 30 to 59 Days', [
|
||
('state', '!=', 'cancel'),
|
||
'|',
|
||
('x_fc_adp_application_status', '=', False),
|
||
('x_fc_adp_application_status', 'not in', terminal_adp),
|
||
('create_date', '<', today - timedelta(days=30)),
|
||
('create_date', '>=', today - timedelta(days=60)),
|
||
])
|
||
|
||
def action_open_aging_60(self):
|
||
from datetime import date, timedelta
|
||
today = date.today()
|
||
terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
|
||
return self._so_list_action('Aging — 60 to 89 Days', [
|
||
('state', '!=', 'cancel'),
|
||
'|',
|
||
('x_fc_adp_application_status', '=', False),
|
||
('x_fc_adp_application_status', 'not in', terminal_adp),
|
||
('create_date', '<', today - timedelta(days=60)),
|
||
('create_date', '>=', today - timedelta(days=90)),
|
||
])
|
||
|
||
def action_open_aging_90(self):
|
||
from datetime import date, timedelta
|
||
today = date.today()
|
||
terminal_adp = ['case_closed', 'cancelled', 'expired', 'withdrawn']
|
||
return self._so_list_action('Aging — 90+ Days', [
|
||
('state', '!=', 'cancel'),
|
||
'|',
|
||
('x_fc_adp_application_status', '=', False),
|
||
('x_fc_adp_application_status', 'not in', terminal_adp),
|
||
('create_date', '<', today - timedelta(days=90)),
|
||
])
|
||
|
||
def action_open_recent_exports(self):
|
||
return {
|
||
'type': 'ir.actions.act_window',
|
||
'name': 'ADP Export History',
|
||
'res_model': 'fusion_claims.adp.export.record',
|
||
'view_mode': 'list,form',
|
||
'target': 'current',
|
||
}
|