Owner dashboards & alerts¶

The owner of a Panama PYME usually IS the accountant. The home dashboard should answer three questions on sight.

Items¶

"¿Cuánto cash tengo hoy?" — combined bank + Yappy float widget with 7/30/90-day projection.
Acceptance: header tile on home, drill into bank-by-bank breakdown.
"¿Quién me debe?" — aged receivable as a home widget.
Acceptance: top widget; one-click "Recordar a todos los vencidos > 30 días" via email + WhatsApp.
"¿Qué le debo a quién?" — aged payable widget.
Acceptance: same shape as receivable; one-click "Programar pagos" workflow that creates draft payment lines.
Daily morning WhatsApp summary.
Acceptance: 7am tenant time: "Ayer: 3 facturas $X, 2 pagos $Y. Vencen hoy: 4 facturas $Z." Owner opts in per user.
Cash runway widget — bank balance / trailing 30-day burn.
Acceptance: tile shows months of runway; tooltip explains the calc.
Anomaly alerts (combustible 3× promedio, sueldos no-procesados, factura vencida grande).
Acceptance: notification centre with WhatsApp + in-app + email delivery.
Drill-down from KPI to transactions.
Acceptance: every dashboard tile is clickable and lands on the underlying entity list filtered to the same period/scope.
Dashboard builder UI — per-role + per-user widget layout.
Acceptance: drag-and-drop widget grid; defaults still ship per role.

None yet.