feat(fusion_accounting_followup): ai_text_panel + followup_history_table components

Made-with: Cursor

fusion_accounting_followup/__manifest__.py

@@ -1,6 +1,6 @@
 {
     'name': 'Fusion Accounting Follow-up',
-    'version': '19.0.1.0.18',
+    'version': '19.0.1.0.23',
     'category': 'Accounting/Accounting',
     'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
     'description': """
@@ -37,6 +37,23 @@ menu hides; the engine + AI tools remain available for the chat.
     ],
     'assets': {
         'web.assets_backend': [
+            'fusion_accounting_followup/static/src/scss/_variables.scss',
+            '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',
+            'fusion_accounting_followup/static/src/components/risk_badge/risk_badge.js',
+            'fusion_accounting_followup/static/src/components/risk_badge/risk_badge.xml',
+            'fusion_accounting_followup/static/src/components/partner_card/partner_card.js',
+            'fusion_accounting_followup/static/src/components/partner_card/partner_card.xml',
+            'fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.js',
+            'fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.xml',
+            'fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.js',
+            'fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.xml',
+            'fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.js',
+            'fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.xml',
         ],
     },
     'installable': True,

fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.js

@@ -0,0 +1,15 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AgingBucketStrip extends Component {
+    static template = "fusion_accounting_followup.AgingBucketStrip";
+    static props = {
+        aging: { type: Object },
+    };
+
+    bucketWidth(bucket) {
+        const total = this.props.aging.total_amount || 1;
+        return ((bucket.amount / total) * 100).toFixed(2) + "%";
+    }
+}

fusion_accounting_followup/static/src/components/aging_bucket_strip/aging_bucket_strip.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.AgingBucketStrip">
+    <div class="mt-2">
+        <div class="fu-aging-strip">
+            <div t-foreach="props.aging.buckets" t-as="b" t-key="b.name"
+                 class="bucket" t-att-data-name="b.name"
+                 t-att-style="'width: ' + bucketWidth(b)"
+                 t-att-title="b.name + ': $' + (b.amount or 0).toFixed(2)"/>
+        </div>
+        <div class="d-flex justify-content-between text-muted" style="font-size: 0.7rem;">
+            <span>Current</span>
+            <span>30</span>
+            <span>60</span>
+            <span>90</span>
+            <span>120+</span>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.js

@@ -0,0 +1,10 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class AiTextPanel extends Component {
+    static template = "fusion_accounting_followup.AiTextPanel";
+    static props = {
+        text: { type: Object },
+    };
+}

fusion_accounting_followup/static/src/components/ai_text_panel/ai_text_panel.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.AiTextPanel">
+    <div class="fu-ai-text-panel mt-3">
+        <h5>AI-Generated Follow-up Text</h5>
+        <div class="ai-subject">
+            Subject: <t t-esc="props.text.subject"/>
+        </div>
+        <div class="ai-body">
+            <t t-esc="props.text.body"/>
+        </div>
+        <div class="key-points" t-if="props.text.key_points and props.text.key_points.length">
+            <strong>Key points:</strong>
+            <ul>
+                <li t-foreach="props.text.key_points" t-as="point" t-key="point_index">
+                    <t t-esc="point"/>
+                </li>
+            </ul>
+        </div>
+        <div class="text-muted mt-2" style="font-size: 0.75rem;">
+            Tone used: <t t-esc="props.text.tone_used or props.text.tone or 'gentle'"/>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.js

@@ -0,0 +1,15 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class FollowupHistoryTable extends Component {
+    static template = "fusion_accounting_followup.FollowupHistoryTable";
+    static props = {
+        history: { type: Object },
+    };
+
+    formatDate(s) {
+        if (!s) return "";
+        return s.slice(0, 10);
+    }
+}

fusion_accounting_followup/static/src/components/followup_history_table/followup_history_table.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.FollowupHistoryTable">
+    <div class="mt-4">
+        <h5>Follow-up History (<t t-esc="props.history.count or 0"/>)</h5>
+        <table t-if="props.history.runs and props.history.runs.length" class="fu-history-table">
+            <thead>
+                <tr>
+                    <th>Date</th>
+                    <th>Level</th>
+                    <th>Tone</th>
+                    <th>State</th>
+                    <th class="text-end">Overdue</th>
+                </tr>
+            </thead>
+            <tbody>
+                <tr t-foreach="props.history.runs" t-as="run" t-key="run.id">
+                    <td><t t-esc="formatDate(run.date)"/></td>
+                    <td><t t-esc="run.level_name or '-'"/></td>
+                    <td><t t-esc="run.tone_used or '-'"/></td>
+                    <td><t t-esc="run.state"/></td>
+                    <td class="text-end">
+                        <t t-if="run.overdue_amount">$<t t-esc="run.overdue_amount.toFixed(2)"/></t>
+                    </td>
+                </tr>
+            </tbody>
+        </table>
+        <div t-else="" class="text-muted">No history yet.</div>
+    </div>
+</t>
+
+</templates>

fusion_accounting_followup/static/src/components/partner_card/partner_card.js

@@ -0,0 +1,15 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+import { RiskBadge } from "../risk_badge/risk_badge";
+
+export class PartnerCard extends Component {
+    static template = "fusion_accounting_followup.PartnerCard";
+    static props = {
+        partner: { type: Object },
+        selected: { type: Boolean, optional: true },
+        onSelect: { type: Function },
+        formatCurrency: { type: Function },
+    };
+    static components = { RiskBadge };
+}

fusion_accounting_followup/static/src/components/partner_card/partner_card.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.PartnerCard">
+    <div class="o_fusion_followup_card"
+         t-att-class="props.selected ? 'selected' : ''"
+         t-on-click="props.onSelect">
+        <div class="o_fusion_followup_card_header">
+            <div class="partner-name"><t t-esc="props.partner.partner_name"/></div>
+            <div>
+                <span class="fu-status-badge" t-att-data-status="props.partner.status">
+                    <t t-esc="props.partner.status"/>
+                </span>
+            </div>
+        </div>
+        <div class="partner-numbers">
+            <div>
+                <span class="label">Overdue:</span>
+                <span class="value">$<t t-esc="props.formatCurrency(props.partner.overdue_amount)"/></span>
+            </div>
+            <div>
+                <span class="label">Lines:</span>
+                <span class="value"><t t-esc="props.partner.overdue_line_count or 0"/></span>
+            </div>
+            <div>
+                <span class="label">Risk:</span>
+                <RiskBadge band="props.partner.risk_band" score="props.partner.risk_score"/>
+            </div>
+            <div t-if="props.partner.last_level_name">
+                <span class="label">Last:</span>
+                <span class="value"><t t-esc="props.partner.last_level_name"/></span>
+            </div>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_accounting_followup/static/src/components/risk_badge/risk_badge.js

@@ -0,0 +1,11 @@
+/** @odoo-module **/
+
+import { Component } from "@odoo/owl";
+
+export class RiskBadge extends Component {
+    static template = "fusion_accounting_followup.RiskBadge";
+    static props = {
+        band: { type: String, optional: true },
+        score: { type: Number, optional: true },
+    };
+}

fusion_accounting_followup/static/src/components/risk_badge/risk_badge.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+<t t-name="fusion_accounting_followup.RiskBadge">
+    <span class="fu-risk-badge" t-att-data-band="props.band || 'low'">
+        <t t-esc="props.band || 'low'"/>
+        <t t-if="props.score !== undefined"> (<t t-esc="props.score"/>)</t>
+    </span>
+</t>
+
+</templates>

fusion_accounting_followup/static/src/scss/_variables.scss

@@ -0,0 +1,51 @@
+// Fusion follow-up design tokens (extends Phases 1-3 tokens for consistency).
+
+$fu-bg-primary: #ffffff;
+$fu-bg-secondary: #f9fafb;
+$fu-bg-tertiary: #f3f4f6;
+$fu-border: #e5e7eb;
+$fu-text-primary: #111827;
+$fu-text-secondary: #6b7280;
+$fu-text-muted: #9ca3af;
+$fu-accent: #3b82f6;
+$fu-accent-bg: #eff6ff;
+
+// Status colors
+$fu-status-no-action: #6b7280;
+$fu-status-action-due: #f59e0b;
+$fu-status-paused: #6366f1;
+$fu-status-blocked: #ef4444;
+$fu-status-with-credit: #8b5cf6;
+
+// Risk band colors
+$fu-risk-low: #10b981;
+$fu-risk-low-bg: #ecfdf5;
+$fu-risk-medium: #f59e0b;
+$fu-risk-medium-bg: #fffbeb;
+$fu-risk-high: #ef4444;
+$fu-risk-high-bg: #fef2f2;
+$fu-risk-critical: #b91c1c;
+$fu-risk-critical-bg: #fef2f2;
+
+// Aging bucket colors (escalating intensity)
+$fu-bucket-current: #10b981;
+$fu-bucket-1-30: #fbbf24;
+$fu-bucket-31-60: #f59e0b;
+$fu-bucket-61-90: #ef4444;
+$fu-bucket-91-120: #dc2626;
+$fu-bucket-120-plus: #7f1d1d;
+
+$fu-space-1: 0.25rem;
+$fu-space-2: 0.5rem;
+$fu-space-3: 0.75rem;
+$fu-space-4: 1rem;
+$fu-space-6: 1.5rem;
+
+$fu-font-size-xs: 0.75rem;
+$fu-font-size-sm: 0.875rem;
+$fu-font-size-base: 1rem;
+$fu-font-size-lg: 1.125rem;
+$fu-font-size-xl: 1.25rem;
+
+$fu-border-radius: 0.375rem;
+$fu-border-radius-md: 0.5rem;

fusion_accounting_followup/static/src/scss/dark_mode.scss

@@ -0,0 +1,27 @@
+// Variables come from _variables.scss (loaded first in the asset bundle).
+
+[data-color-scheme="dark"] .o_fusion_followup {
+    background: #1f2937; color: #f9fafb;
+
+    &_header, &_card, .fu-ai-text-panel {
+        background: #111827; border-color: #374151; color: #f9fafb;
+    }
+
+    &_card {
+        &:hover { border-color: #60a5fa; }
+        &.selected { background: #1e3a8a; border-color: #60a5fa; }
+        .partner-numbers .label { color: #9ca3af; }
+        .partner-numbers .value { color: #f9fafb; }
+    }
+
+    .btn_fu {
+        background: #374151; border-color: #4b5563; color: #f9fafb;
+        &:hover { background: #4b5563; }
+        &.primary { background: #3b82f6; }
+    }
+
+    .fu-ai-text-panel {
+        .ai-subject { background: #1e3a8a; }
+        .ai-body { background: #1f2937; }
+    }
+}

fusion_accounting_followup/static/src/scss/followup.scss

@@ -0,0 +1,190 @@
+// Variables come from _variables.scss (loaded first in the asset bundle).
+
+.o_fusion_followup {
+    background: $fu-bg-secondary;
+    min-height: 100vh;
+
+    &_header {
+        background: $fu-bg-primary;
+        border-bottom: 1px solid $fu-border;
+        padding: $fu-space-4 $fu-space-6;
+        display: flex;
+        justify-content: space-between;
+        align-items: center;
+
+        h1 { font-size: $fu-font-size-xl; margin: 0; }
+
+        .summary {
+            display: flex;
+            gap: $fu-space-6;
+            font-size: $fu-font-size-sm;
+            color: $fu-text-secondary;
+
+            .summary-value {
+                font-weight: 600;
+                color: $fu-text-primary;
+                margin-left: $fu-space-1;
+            }
+        }
+    }
+
+    &_card {
+        background: $fu-bg-primary;
+        border: 1px solid $fu-border;
+        border-radius: $fu-border-radius-md;
+        padding: $fu-space-4;
+        margin-bottom: $fu-space-3;
+        cursor: pointer;
+        transition: all 200ms ease-in-out;
+
+        &:hover {
+            border-color: $fu-accent;
+            box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1);
+        }
+
+        &.selected {
+            border-color: $fu-accent;
+            background: $fu-accent-bg;
+        }
+
+        &_header {
+            display: flex;
+            justify-content: space-between;
+            align-items: flex-start;
+            margin-bottom: $fu-space-2;
+
+            .partner-name {
+                font-weight: 600;
+                font-size: $fu-font-size-base;
+            }
+        }
+
+        .partner-numbers {
+            display: grid;
+            grid-template-columns: 1fr 1fr;
+            gap: $fu-space-2;
+            font-size: $fu-font-size-sm;
+            color: $fu-text-secondary;
+
+            .label { font-weight: 500; margin-right: $fu-space-2; }
+            .value { color: $fu-text-primary; font-weight: 500; }
+        }
+    }
+
+    .btn_fu {
+        padding: $fu-space-2 $fu-space-4;
+        border-radius: $fu-border-radius;
+        background: $fu-bg-primary;
+        border: 1px solid $fu-border;
+        color: $fu-text-primary;
+        font-size: $fu-font-size-sm;
+        cursor: pointer;
+
+        &:hover { background: $fu-bg-tertiary; }
+        &.primary { background: $fu-accent; border-color: $fu-accent; color: white;
+                      &:hover { background: darken($fu-accent, 8%); } }
+        &.danger { background: $fu-status-blocked; border-color: $fu-status-blocked; color: white; }
+    }
+}
+
+.fu-status-badge {
+    padding: $fu-space-1 $fu-space-2;
+    border-radius: $fu-border-radius;
+    font-size: $fu-font-size-xs;
+    font-weight: 500;
+    text-transform: uppercase;
+
+    &[data-status="no_action"] { background: lighten($fu-status-no-action, 40%); color: $fu-status-no-action; }
+    &[data-status="action_due"] { background: lighten($fu-status-action-due, 35%); color: $fu-status-action-due; }
+    &[data-status="paused"] { background: lighten($fu-status-paused, 35%); color: $fu-status-paused; }
+    &[data-status="blocked"] { background: lighten($fu-status-blocked, 35%); color: $fu-status-blocked; }
+    &[data-status="with_credit_team"] { background: lighten($fu-status-with-credit, 35%); color: $fu-status-with-credit; }
+}
+
+.fu-risk-badge {
+    display: inline-flex;
+    align-items: center;
+    padding: $fu-space-1 $fu-space-2;
+    border-radius: $fu-border-radius;
+    font-weight: 600;
+    font-size: $fu-font-size-xs;
+
+    &[data-band="low"] { background: $fu-risk-low-bg; color: $fu-risk-low; }
+    &[data-band="medium"] { background: $fu-risk-medium-bg; color: $fu-risk-medium; }
+    &[data-band="high"] { background: $fu-risk-high-bg; color: $fu-risk-high; }
+    &[data-band="critical"] { background: $fu-risk-critical-bg; color: $fu-risk-critical; font-weight: 700; }
+}
+
+.fu-aging-strip {
+    display: flex;
+    gap: 2px;
+    height: 8px;
+    border-radius: $fu-border-radius;
+    overflow: hidden;
+    margin: $fu-space-2 0;
+
+    .bucket {
+        height: 100%;
+
+        &[data-name="current"] { background: $fu-bucket-current; }
+        &[data-name="1_30"] { background: $fu-bucket-1-30; }
+        &[data-name="31_60"] { background: $fu-bucket-31-60; }
+        &[data-name="61_90"] { background: $fu-bucket-61-90; }
+        &[data-name="91_120"] { background: $fu-bucket-91-120; }
+        &[data-name="120_plus"] { background: $fu-bucket-120-plus; }
+    }
+}
+
+.fu-ai-text-panel {
+    background: $fu-bg-primary;
+    border: 1px solid $fu-border;
+    border-radius: $fu-border-radius-md;
+    padding: $fu-space-4;
+
+    h5 { margin: 0 0 $fu-space-2; font-size: $fu-font-size-base; }
+
+    .ai-subject {
+        font-weight: 600;
+        margin-bottom: $fu-space-2;
+        padding: $fu-space-2;
+        background: $fu-accent-bg;
+        border-radius: $fu-border-radius;
+    }
+
+    .ai-body {
+        white-space: pre-wrap;
+        font-family: monospace;
+        font-size: $fu-font-size-sm;
+        padding: $fu-space-3;
+        background: $fu-bg-secondary;
+        border-radius: $fu-border-radius;
+        max-height: 300px;
+        overflow-y: auto;
+    }
+
+    .key-points {
+        margin-top: $fu-space-3;
+        font-size: $fu-font-size-sm;
+        color: $fu-text-secondary;
+
+        ul { margin: 0; padding-left: $fu-space-4; }
+    }
+}
+
+.fu-history-table {
+    width: 100%;
+    font-size: $fu-font-size-sm;
+
+    th {
+        background: $fu-bg-tertiary;
+        padding: $fu-space-2 $fu-space-3;
+        text-align: left;
+        font-weight: 600;
+        color: $fu-text-secondary;
+    }
+
+    td {
+        padding: $fu-space-2 $fu-space-3;
+        border-bottom: 1px solid lighten($fu-border, 5%);
+    }
+}

fusion_accounting_followup/static/src/services/followup_service.js

@@ -0,0 +1,145 @@
+/** @odoo-module **/
+
+import { registry } from "@web/core/registry";
+import { reactive } from "@odoo/owl";
+
+const ENDPOINT_BASE = "/fusion/followup";
+
+export class FollowupService {
+    constructor(env, services) {
+        this.env = env;
+        this.rpc = services.rpc;
+        this.notification = services.notification;
+
+        this.state = reactive({
+            partners: [],
+            count: 0,
+            total: 0,
+            statusFilter: null,
+            isLoading: false,
+            isProcessing: false,
+            selectedPartnerId: null,
+            selectedDetail: null,
+            companyId: null,
+            limit: 50,
+            offset: 0,
+            generatedText: null,
+        });
+    }
+
+    async loadOverdue(companyId = null) {
+        this.state.companyId = companyId;
+        this.state.isLoading = true;
+        try {
+            const result = await this.rpc(`${ENDPOINT_BASE}/list_overdue`, {
+                status: this.state.statusFilter,
+                limit: this.state.limit,
+                offset: this.state.offset,
+                company_id: companyId,
+            });
+            this.state.partners = result.partners;
+            this.state.count = result.count;
+            this.state.total = result.total;
+        } finally {
+            this.state.isLoading = false;
+        }
+    }
+
+    async selectPartner(partnerId) {
+        this.state.selectedPartnerId = partnerId;
+        this.state.selectedDetail = null;
+        this.state.generatedText = null;
+        try {
+            this.state.selectedDetail = await this.rpc(`${ENDPOINT_BASE}/get_partner_detail`, {
+                partner_id: partnerId,
+            });
+        } catch (err) {
+            this.notification.add(`Failed to load partner detail: ${err.message || err}`, { type: "danger" });
+        }
+    }
+
+    async generateText(partnerId, levelId = null, forceRegenerate = false) {
+        this.state.isProcessing = true;
+        try {
+            this.state.generatedText = await this.rpc(`${ENDPOINT_BASE}/generate_text`, {
+                partner_id: partnerId, level_id: levelId,
+                force_regenerate: forceRegenerate,
+            });
+            return this.state.generatedText;
+        } catch (err) {
+            this.notification.add(`Generate failed: ${err.message || err}`, { type: "danger" });
+            throw err;
+        } finally {
+            this.state.isProcessing = false;
+        }
+    }
+
+    async sendFollowup(partnerId, levelId = null, force = false) {
+        this.state.isProcessing = true;
+        try {
+            const result = await this.rpc(`${ENDPOINT_BASE}/send`, {
+                partner_id: partnerId, level_id: levelId, force: force,
+            });
+            const status = result.status || "unknown";
+            const type = status === "sent" ? "success" : status.startsWith("paused") ? "warning" : "info";
+            this.notification.add(`Send result: ${status}`, { type: type });
+            if (this.state.selectedPartnerId === partnerId) {
+                await this.selectPartner(partnerId);
+            }
+            await this.loadOverdue(this.state.companyId);
+            return result;
+        } catch (err) {
+            this.notification.add(`Send failed: ${err.message || err}`, { type: "danger" });
+            throw err;
+        } finally {
+            this.state.isProcessing = false;
+        }
+    }
+
+    async pausePartner(partnerId, untilDate = null) {
+        try {
+            const result = await this.rpc(`${ENDPOINT_BASE}/pause`, {
+                partner_id: partnerId, until_date: untilDate,
+            });
+            this.notification.add(`Paused until ${result.paused_until}`, { type: "info" });
+            if (this.state.selectedPartnerId === partnerId) {
+                await this.selectPartner(partnerId);
+            }
+            await this.loadOverdue(this.state.companyId);
+            return result;
+        } catch (err) {
+            this.notification.add(`Pause failed: ${err.message || err}`, { type: "danger" });
+            throw err;
+        }
+    }
+
+    async resetPartner(partnerId) {
+        try {
+            const result = await this.rpc(`${ENDPOINT_BASE}/reset`, {
+                partner_id: partnerId,
+            });
+            this.notification.add(`Reset`, { type: "info" });
+            if (this.state.selectedPartnerId === partnerId) {
+                await this.selectPartner(partnerId);
+            }
+            await this.loadOverdue(this.state.companyId);
+            return result;
+        } catch (err) {
+            this.notification.add(`Reset failed: ${err.message || err}`, { type: "danger" });
+            throw err;
+        }
+    }
+
+    setStatusFilter(status) {
+        this.state.statusFilter = status;
+        this.state.offset = 0;
+        this.loadOverdue(this.state.companyId);
+    }
+}
+
+export const followupService = {
+    dependencies: ["rpc", "notification"],
+    start(env, services) { return new FollowupService(env, services); },
+};
+
+registry.category("services").add("fusion_followup", followupService);

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);