feat(fusion_accounting_followup): top-level followup_dashboard component

Made-with: Cursor

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.20',
+    'version': '19.0.1.0.21',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """
@@ -41,6 +41,9 @@ menu hides; the engine + AI tools remain available for the chat.
             'fusion_accounting_followup/static/src/scss/followup.scss',
             'fusion_accounting_followup/static/src/scss/dark_mode.scss',
             'fusion_accounting_followup/static/src/services/followup_service.js',
+            'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.js',
+            'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.xml',
+            'fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard_view.js',
         ],
     },
     'installable': True,

fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.js

@@ -0,0 +1,69 @@
+/** @odoo-module **/
+
+import { Component, useState, onWillStart } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+import { PartnerCard } from "../../components/partner_card/partner_card";
+import { AgingBucketStrip } from "../../components/aging_bucket_strip/aging_bucket_strip";
+import { RiskBadge } from "../../components/risk_badge/risk_badge";
+import { AiTextPanel } from "../../components/ai_text_panel/ai_text_panel";
+import { FollowupHistoryTable } from "../../components/followup_history_table/followup_history_table";
+
+export class FollowupDashboard extends Component {
+    static template = "fusion_accounting_followup.FollowupDashboard";
+    static props = { "*": true };
+    static components = { PartnerCard, AgingBucketStrip, RiskBadge, AiTextPanel, FollowupHistoryTable };
+
+    setup() {
+        this.followup = useService("fusion_followup");
+        this.state = useState(this.followup.state);
+
+        const companyId = this.env.services.user?.context?.allowed_company_ids?.[0];
+
+        onWillStart(async () => {
+            await this.followup.loadOverdue(companyId);
+        });
+    }
+
+    onSelectPartner(partnerId) {
+        this.followup.selectPartner(partnerId);
+    }
+
+    onStatusFilter(status) {
+        this.followup.setStatusFilter(status || null);
+    }
+
+    async onGenerateText() {
+        if (!this.state.selectedPartnerId) return;
+        await this.followup.generateText(this.state.selectedPartnerId);
+    }
+
+    async onSend() {
+        if (!this.state.selectedPartnerId) return;
+        await this.followup.sendFollowup(this.state.selectedPartnerId, null, true);
+    }
+
+    async onPause() {
+        if (!this.state.selectedPartnerId) return;
+        const days = parseInt(prompt("Pause for how many days?", "30"));
+        if (isNaN(days)) return;
+        const until = new Date();
+        until.setDate(until.getDate() + days);
+        await this.followup.pausePartner(
+            this.state.selectedPartnerId, until.toISOString().slice(0, 10));
+    }
+
+    async onReset() {
+        if (!this.state.selectedPartnerId) return;
+        await this.followup.resetPartner(this.state.selectedPartnerId);
+    }
+
+    formatCurrency(amount) {
+        return new Intl.NumberFormat(undefined, {
+            minimumFractionDigits: 2, maximumFractionDigits: 2,
+        }).format(amount || 0);
+    }
+
+    get totalOverdue() {
+        return this.state.partners.reduce((sum, p) => sum + (p.overdue_amount || 0), 0);
+    }
+}

fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard.xml

@@ -0,0 +1,65 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.FollowupDashboard">
+    <div class="o_fusion_followup">
+        <div class="o_fusion_followup_header">
+            <div>
+                <h1>Customer Follow-ups</h1>
+                <div class="text-muted"><t t-esc="state.count"/> of <t t-esc="state.total"/> partners with overdue</div>
+            </div>
+            <div class="summary">
+                <div>Total overdue: <span class="summary-value">$<t t-esc="formatCurrency(totalOverdue)"/></span></div>
+            </div>
+        </div>
+
+        <div class="d-flex" style="gap: 0.5rem; padding: 0.75rem;">
+            <button class="btn_fu" t-on-click="() => this.onStatusFilter(null)"
+                    t-att-class="state.statusFilter === null ? 'primary' : ''">All</button>
+            <button class="btn_fu" t-on-click="() => this.onStatusFilter('action_due')"
+                    t-att-class="state.statusFilter === 'action_due' ? 'primary' : ''">Action Due</button>
+            <button class="btn_fu" t-on-click="() => this.onStatusFilter('paused')"
+                    t-att-class="state.statusFilter === 'paused' ? 'primary' : ''">Paused</button>
+            <button class="btn_fu" t-on-click="() => this.onStatusFilter('blocked')"
+                    t-att-class="state.statusFilter === 'blocked' ? 'primary' : ''">Blocked</button>
+        </div>
+
+        <div class="d-flex" style="gap: 1rem; padding: 1rem;">
+            <div style="flex: 1 1 50%;">
+                <div t-if="state.isLoading" class="text-center p-4 text-muted">Loading...</div>
+                <div t-elif="state.partners.length === 0" class="text-center p-4 text-muted">No overdue partners.</div>
+                <div t-else="">
+                    <PartnerCard t-foreach="state.partners" t-as="partner" t-key="partner.partner_id"
+                                  partner="partner" selected="state.selectedPartnerId === partner.partner_id"
+                                  onSelect="() => this.onSelectPartner(partner.partner_id)"
+                                  formatCurrency="formatCurrency.bind(this)"/>
+                </div>
+            </div>
+            <div style="flex: 1 1 50%;">
+                <div t-if="state.selectedDetail">
+                    <h3><t t-esc="state.selectedDetail.partner.name"/></h3>
+                    <div class="text-muted">
+                        <t t-if="state.selectedDetail.partner.email"><t t-esc="state.selectedDetail.partner.email"/></t>
+                    </div>
+                    <div class="mt-2">
+                        <RiskBadge band="state.selectedDetail.partner.risk_band"
+                                    score="state.selectedDetail.partner.risk_score"/>
+                    </div>
+                    <AgingBucketStrip aging="state.selectedDetail.overdue.aging"/>
+                    <div class="d-flex mt-3" style="gap: 0.5rem; flex-wrap: wrap;">
+                        <button class="btn_fu" t-on-click="onGenerateText">Generate Text</button>
+                        <button class="btn_fu primary" t-on-click="onSend">Send Now</button>
+                        <button class="btn_fu" t-on-click="onPause">Pause</button>
+                        <button class="btn_fu" t-on-click="onReset">Reset</button>
+                    </div>
+                    <AiTextPanel t-if="state.generatedText" text="state.generatedText"/>
+                    <FollowupHistoryTable t-if="state.selectedDetail.history"
+                                           history="state.selectedDetail.history"/>
+                </div>
+                <div t-else="" class="p-4 text-muted">Select a partner.</div>
+            </div>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting_followup/static/src/views/followup_dashboard/followup_dashboard_view.js

@@ -0,0 +1,14 @@
+/** @odoo-module **/
+
+import { registry } from "@web/core/registry";
+import { FollowupDashboard } from "./followup_dashboard";
+
+export const fusionFollowupDashboardView = {
+    type: "fusion_followup",
+    Controller: FollowupDashboard,
+    display_name: "Fusion Customer Follow-ups",
+    icon: "fa-bell",
+    multiRecord: true,
+};
+
+registry.category("views").add("fusion_followup", fusionFollowupDashboardView);