YARA-885

src/expert-blame/expert-blame.service.ts

@@ -16,6 +16,11 @@ import {
   blameCaseStatusToReportBucket,
   initialBlameExpertReportBuckets,
 } from "src/helpers/expert-panel-status-report";
+import {
+  blameDocInExpertPortfolio,
+  expertPortfolioFileIdsFromActivityEvents,
+  objectIdsFromStringSet,
+} from "src/helpers/expert-portfolio";
 import { RequestManagementDbService } from "src/request-management/entities/db-service/request-management.db.service";
 import { BlameRequestDbService } from "src/request-management/entities/db-service/blame-request.db.service";
 import {
@@ -222,37 +227,54 @@ export class ExpertBlameService {
    * Does NOT show requests decided by other experts.
    */
   /**
-   * V2: Count blame cases for this expert’s tenant, grouped for dashboard:
-   * `IN_PROGRESS` = OPEN + WAITING_FOR_SECOND_PARTY; other {@link CaseStatus} keys unchanged.
+   * V2: Count blame cases in this field expert’s portfolio, grouped for dashboard.
+   * Portfolio = file-activity (checked/handled), lock, decision, or expert-initiated file.
    */
   async getStatusReportBucketsV2(actor: any): Promise<Record<string, number>> {
     requireActorClientKey(actor);
-    const rows = await this.blameRequestDbService.find({}, { lean: true });
+    const expertId = String(actor.sub);
+    const expertOid = new Types.ObjectId(expertId);
+
+    const activityEvents = await this.expertFileActivityDbService.findByExpert(
+      expertId,
+      ExpertFileKind.BLAME,
+    );
+    const activityFileIds =
+      expertPortfolioFileIdsFromActivityEvents(activityEvents);
+
+    const orClauses: Record<string, unknown>[] = [
+      { initiatedByFieldExpertId: expertOid },
+      { "expert.decision.decidedByExpertId": expertOid },
+      { "expert.resend.requestedByExpertId": expertOid },
+      { "workflow.lockedBy.actorId": expertOid },
+    ];
+    const activityOids = objectIdsFromStringSet(activityFileIds);
+    if (activityOids.length > 0) {
+      orClauses.push({ _id: { $in: activityOids } });
+    }
+
+    const rows = await this.blameRequestDbService.find(
+      {
+        blameStatus: BlameStatus.DISAGREEMENT,
+        $or: orClauses,
+      },
+      { lean: true },
+    );
+
     const buckets = initialBlameExpertReportBuckets();
+    const seen = new Set<string>();
     for (const doc of rows as Record<string, unknown>[]) {
-      if (!this.blameDocIncludedInExpertTenantReport(doc, actor)) continue;
-      const st = String(doc.status ?? "");
-      const key = blameCaseStatusToReportBucket(st);
+      const id = String(doc._id ?? "");
+      if (seen.has(id)) continue;
+      if (!blameDocInExpertPortfolio(doc, actor, activityFileIds)) continue;
+      seen.add(id);
+      const key = blameCaseStatusToReportBucket(String(doc.status ?? ""));
       buckets.all++;
       buckets[key] = (buckets[key] ?? 0) + 1;
     }
     return buckets;
   }
 
-  /** Tenant + expert-initiated visibility (same as list, without queue filters). */
-  private blameDocIncludedInExpertTenantReport(
-    doc: Record<string, unknown>,
-    actor: { sub: string; clientKey?: string },
-  ): boolean {
-    if (!blameCaseAccessibleToExpert(doc, actor)) {
-      return false;
-    }
-    if (doc.expertInitiated && doc.initiatedByFieldExpertId) {
-      return String(doc.initiatedByFieldExpertId) === String(actor.sub);
-    }
-    return true;
-  }
-
   async findAllV2(actor: any): Promise<AllRequestDtoRsV2> {
     try {
       requireActorClientKey(actor);
@@ -1217,15 +1239,23 @@ export class ExpertBlameService {
         );
       }
 
+      const resendTenantId =
+        String(request.parties?.[0]?.person?.clientId ?? "") ||
+        String(request.parties?.[1]?.person?.clientId ?? "");
       await this.recordBlameExpertActivity({
         expertId: String(actorId),
         requestId: String(requestId),
         eventType: ExpertFileActivityType.UNCHECKED,
-        tenantId:
-          String(request.parties?.[0]?.person?.clientId ?? "") ||
-          String(request.parties?.[1]?.person?.clientId ?? ""),
+        tenantId: resendTenantId,
         idempotencyKey: `blame:${requestId}:unchecked:resend:${actorId}`,
       });
+      await this.recordBlameExpertActivity({
+        expertId: String(actorId),
+        requestId: String(requestId),
+        eventType: ExpertFileActivityType.HANDLED,
+        tenantId: resendTenantId,
+        idempotencyKey: `blame:${requestId}:handled:resend:${actorId}`,
+      });
 
       await this.requestManagementService.applyLinkedClaimsBlameResendStarted(
         requestId,

src/expert-blame/expert-blame.v2.controller.ts

@@ -40,9 +40,9 @@ export class ExpertBlameV2Controller {
 
   @Get("report/status-counts")
   @ApiOperation({
-    summary: "Count blame cases by grouped status bucket (tenant)",
+    summary: "Count blame cases by grouped status bucket (this field expert)",
     description:
-      "IN_PROGRESS groups OPEN and WAITING_FOR_SECOND_PARTY. WAITING_FOR_EXPERT, WAITING_FOR_DOCUMENT_RESEND, WAITING_FOR_SIGNATURES, and terminal statuses are counted separately. Expert-initiated files count only for the initiating expert.",
+      "Counts only files in the acting expert’s portfolio: expertFileActivities (checked or handled), workflow lock, expert decision, or expert-initiated blame. IN_PROGRESS groups OPEN and WAITING_FOR_SECOND_PARTY. Other keys match CaseStatus. Does not include the open WAITING_FOR_EXPERT queue unless this expert has touched the file.",
   })
   async getStatusReportBucketsV2(@CurrentUser() actor: any) {
     try {