DSH-20 — V2 — Finance pages (overdue, reminders, exports)
Overdue board, reminder history, credit policy editor, accounting exports.
| Field | Details |
|---|---|
| Task code | DSH-20 |
| Phase | P4 — V2 evolutions |
| Product scope | V2 |
| Status | Planned |
| Start | Sun 14 Feb 2027 |
| Due | Mon 15 Feb 2027 |
| Responsible | Anis — Full-stack developer |
| Co-responsible | — |
| Effort | 1.5 person-day(s) planned · 3 from scratch · size S |
| Area · app | Back-office · dashboard |
| Depends on | SRV-32 |
| Unblocks | — |
| Milestones | — |
Summary
Overdue board, reminder history, credit policy editor, accounting exports.
Description
The V2 finance pages expose detailed credit and accounting features of SRV-32 (cahier §4.7; FIN-06, FIN-07, FIN-09): the overdue and reminders board (BO-47) with aging buckets, reseller-level drill-down, reminder history and manual reminders, the accounting exports page (BO-48), and the credit policy editor for payment terms and the over-limit policy, including the approval queue for over-limit orders. Out of scope: V1 finance pages (DSH-07).
Subtasks
| # | Subtask | Owner |
|---|---|---|
| 1 | BO-47 overdue board: aging buckets, totals, reseller list with oldest due date, filters by wilaya and delegate | Anis |
| 2 | Reseller drill-down: overdue invoices, reminder history, « Envoyer un rappel » | Anis |
| 3 | Credit policy editor: payment terms per reseller or segment, over-limit policy (blocage / validation) | Anis |
| 4 | Over-limit approval queue with approve/refuse and reason | Anis |
| 5 | BO-48 accounting exports: period, format, history and downloads | Anis |
Deliverables
- apps/dashboard/src/app/[locale]/(app)/finance/{overdue,exports,credit-policy}/…
- apps/dashboard/src/features/finance/ (aging chart, reminder history)
Acceptance criteria
- Aging bucket totals equal the API values for the same filters (FIN-06)
- A manual reminder appears in the reminder history with channel and time (FIN-07)
- An accounting export can be generated for a month and downloaded (FIN-09)
- Only finance roles can open these pages (ACL-04)
Requirements covered
| Requirement | Title | Release |
|---|---|---|
| FIN-06 | Detailed credit: payment terms, due dates, automatic blocking or approval when exceeded | V2 |
| FIN-07 | Automatic reminders and unpaid alerts | V2 |
| FIN-09 | Accounting exports and financial reports | V2 |
Screens
API surface
| Endpoint group | Operations |
|---|---|
| Finance | 12 |
Test measures
- Playwright e2e: overdue invoice → manual reminder → history
- Playwright e2e: monthly accounting export
KPI
- Delivered by Mon 15 Feb 2027 within 1.5 person-day(s).
- Every acceptance criterion above demonstrated before hand-off; linked requirements' acceptance criteria pass.
- Zero open critical defects, permission gaps or data-integrity regressions at sign-off.
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