feat(crm): add customer follow-up reminders

Track due customer next actions in the CRM so small teams do not lose follow-ups.

Author: nijel

weblate_web/crm/forms.py

@@ -162,6 +162,43 @@ class ManualInteractionForm(forms.Form):
     )
 
 
+class CustomerFollowUpForm(forms.Form):
+    follow_up_at = forms.DateTimeField(
+        label=gettext_lazy("Follow-up date"),
+        input_formats=("%Y-%m-%dT%H:%M", "%Y-%m-%d %H:%M"),
+        widget=forms.DateTimeInput(
+            attrs={"type": "datetime-local"},
+            format="%Y-%m-%dT%H:%M",
+        ),
+    )
+    follow_up_note = forms.CharField(
+        label=gettext_lazy("Follow-up note"),
+        max_length=200,
+        required=False,
+        widget=forms.TextInput(),
+    )
+
+    def __init__(self, *args, instance: Customer, **kwargs):
+        self.instance = instance
+        kwargs.setdefault(
+            "initial",
+            {
+                "follow_up_at": instance.follow_up_at,
+                "follow_up_note": instance.follow_up_note,
+            },
+        )
+        super().__init__(*args, **kwargs)
+
+    def save(self, *, commit: bool = True) -> Customer:
+        self.instance.follow_up_at = self.cleaned_data["follow_up_at"]
+        self.instance.follow_up_note = self.cleaned_data["follow_up_note"]
+        if commit:
+            self.instance.save(
+                update_fields=["follow_up_at", "follow_up_note"],
+            )
+        return self.instance
+
+
 class CustomerUserForm(forms.Form):
     email = forms.EmailField(label=gettext_lazy("E-mail"))
     full_name = forms.CharField(label=gettext_lazy("Full name"), max_length=150)

weblate_web/crm/static/crm.css

@@ -365,6 +365,11 @@
   position: relative;
 }
 
+.crm-dashboard-item--attention {
+  background: var(--crm-yellow-soft);
+  border-color: rgba(154, 103, 0, 0.2);
+}
+
 .crm-dashboard-item:hover,
 .crm-dashboard-item:focus-within {
   border-color: var(--crm-border-strong);

weblate_web/crm/templates/crm/index.html

@@ -36,6 +36,52 @@
       </section>
     {% endif %}
 
+    {% if perms.payments.view_customer %}
+      <section class="crm-section crm-dashboard-section">
+        {% translate "Follow-ups" as section_title %}
+        {% include "crm/snippets/section_header.html" %}
+        <div class="crm-dashboard-list">
+          <div class="crm-dashboard-item">
+            <a class="crm-dashboard-link"
+               href="{% url "crm:customer-list" kind="followups" %}"
+               aria-label="{% translate "All follow-ups" %}">
+              <strong>{% translate "All follow-ups" %}</strong>
+              <span>{% translate "Customers with scheduled next actions." %}</span>
+            </a>
+          </div>
+          {% for customer in due_followups %}
+            <div class="crm-dashboard-item crm-dashboard-item--attention">
+              <a class="crm-dashboard-link" href="{{ customer.get_absolute_url }}">
+                <strong>{{ customer.verbose_name }}</strong>
+                <span>
+                  {% blocktranslate with date=customer.follow_up_at %}Due {{ date }}{% endblocktranslate %}
+                  {% if customer.follow_up_note %}- {{ customer.follow_up_note }}{% endif %}
+                </span>
+              </a>
+            </div>
+          {% empty %}
+            <div class="crm-dashboard-item">
+              <span class="crm-dashboard-link">
+                <strong>{% translate "No due follow-ups" %}</strong>
+                <span>{% translate "No customer follow-up is due right now." %}</span>
+              </span>
+            </div>
+          {% endfor %}
+          {% for customer in upcoming_followups %}
+            <div class="crm-dashboard-item">
+              <a class="crm-dashboard-link" href="{{ customer.get_absolute_url }}">
+                <strong>{{ customer.verbose_name }}</strong>
+                <span>
+                  {% blocktranslate with date=customer.follow_up_at %}Upcoming {{ date }}{% endblocktranslate %}
+                  {% if customer.follow_up_note %}- {{ customer.follow_up_note }}{% endif %}
+                </span>
+              </a>
+            </div>
+          {% endfor %}
+        </div>
+      </section>
+    {% endif %}
+
     {% if perms.invoices.view_invoice %}
       <section class="crm-section crm-dashboard-section">
         {% translate "Invoices" as section_title %}

weblate_web/crm/templates/payments/customer_detail.html

@@ -118,6 +118,53 @@
       </dl>
     </section>
 
+    <section class="crm-section content">
+      {% translate "Follow-up" as section_title %}
+      {% include "crm/snippets/section_header.html" %}
+      {% if object.follow_up_at %}
+        <div class="crm-summary-line">
+          <span>
+            {% blocktranslate with date=object.follow_up_at %}Next follow-up: {{ date }}{% endblocktranslate %}
+          </span>
+          {% if object.follow_up_note %}<strong>{{ object.follow_up_note }}</strong>{% endif %}
+        </div>
+      {% else %}
+        {% translate "No follow-up scheduled." as empty_message %}
+        {% include "crm/snippets/empty.html" %}
+      {% endif %}
+      {% if can_change_customer %}
+        <form class="crm-form-panel crm-form-panel--compact" method="post">
+          <h3>{% translate "Set follow-up" %}</h3>
+          {% csrf_token %}
+          <div class="crm-form-panel__body">
+            {{ follow_up_form.non_field_errors }}
+            <div class="crm-field">
+              {{ follow_up_form.follow_up_at.errors }}
+              {{ follow_up_form.follow_up_at.label_tag }}
+              {{ follow_up_form.follow_up_at }}
+            </div>
+            <div class="crm-field">
+              {{ follow_up_form.follow_up_note.errors }}
+              {{ follow_up_form.follow_up_note.label_tag }}
+              {{ follow_up_form.follow_up_note }}
+            </div>
+          </div>
+          <div class="crm-form-panel__actions">
+            <input class="crm-button"
+                   type="submit"
+                   name="set_follow_up"
+                   value="{% translate "Save follow-up" %}">
+            {% if object.follow_up_at or object.follow_up_note %}
+              <button class="crm-button crm-button--secondary"
+                      type="submit"
+                      name="clear_follow_up"
+                      formnovalidate>{% translate "Clear follow-up" %}</button>
+            {% endif %}
+          </div>
+        </form>
+      {% endif %}
+    </section>
+
     <section class="crm-section content">
       {% translate "Actions" as section_title %}
       {% include "crm/snippets/section_header.html" %}

weblate_web/crm/templates/payments/customer_list.html

@@ -17,6 +17,10 @@
               <th scope="col">{% translate "Customer" %}</th>
               <th scope="col">{% translate "End client" %}</th>
               <th scope="col">{% translate "E-mail" %}</th>
+              {% if kind == "followups" %}
+                <th scope="col">{% translate "Follow-up" %}</th>
+                <th scope="col">{% translate "Next action" %}</th>
+              {% endif %}
               <th scope="col">{% translate "VAT" %}</th>
               <th scope="col">{% translate "City" %}</th>
               <th scope="col">{% translate "Country" %}</th>
@@ -31,6 +35,10 @@
                 </th>
                 <td>{{ object.end_client|default:"-" }}</td>
                 <td>{{ object.email|default:"-" }}</td>
+                {% if kind == "followups" %}
+                  <td>{{ object.follow_up_at }}</td>
+                  <td>{{ object.follow_up_note|default:"-" }}</td>
+                {% endif %}
                 <td>{{ object.vat|default:"-" }}</td>
                 <td>{{ object.city|default:"-" }}</td>
                 <td>{{ object.get_country_display|default:"-" }}</td>