Feature/quick review scroll (#110)

* fix: allow scrolling in QuickReviewDialog when content overflows viewport

The dialog had no max-height or overflow handling, so tall content (e.g.
extern representation with warnings + journal preview) was clipped with
no way to scroll.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add detailed error logging to Enable Banking integration

Adds structured console logging with full context (status codes,
response bodies, connection IDs, account UIDs, stack traces) to all
Enable Banking operations: connect, callback, sync, disconnect,
and the API client retry/error paths.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add detailed error logging to login and register flows

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: implement KPI settings management with preferences and dynamic KPI display

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Mattsson
2026-03-23 20:04:34 +01:00
committed by GitHub
co-authored by Claude Opus 4.6
parent 4d4a9a40c9
commit c1630068b3
15 changed files with 1097 additions and 130 deletions
+63 -2
View File
@@ -31,12 +31,27 @@ export default function LoginPage() {
const passwordValue = (formData.get('password') as string) || password
try {
const { error } = await supabase.auth.signInWithPassword({
console.log('[login] attempting signInWithPassword', {
email: emailValue,
hasPassword: !!passwordValue,
supabaseUrl: process.env.NEXT_PUBLIC_SUPABASE_URL,
})
const { data, error } = await supabase.auth.signInWithPassword({
email: emailValue,
password: passwordValue,
})
if (error) {
console.error('[login] signInWithPassword error', {
message: error.message,
code: error.code,
status: error.status,
name: error.name,
stack: error.stack,
cause: error.cause,
fullError: JSON.stringify(error, Object.getOwnPropertyNames(error)),
})
toast({
title: 'Inloggning misslyckades',
description: error.message === 'Invalid login credentials'
@@ -47,8 +62,25 @@ export default function LoginPage() {
return
}
console.log('[login] signInWithPassword success', {
userId: data.user?.id,
email: data.user?.email,
hasSession: !!data.session,
provider: data.user?.app_metadata?.provider,
})
// Check MFA status
const { data: aal } = await supabase.auth.mfa.getAuthenticatorAssuranceLevel()
const { data: aal, error: mfaError } = await supabase.auth.mfa.getAuthenticatorAssuranceLevel()
if (mfaError) {
console.error('[login] MFA check error', {
message: mfaError.message,
code: mfaError.code,
status: mfaError.status,
fullError: JSON.stringify(mfaError, Object.getOwnPropertyNames(mfaError)),
})
}
console.log('[login] MFA status', { currentLevel: aal?.currentLevel, nextLevel: aal?.nextLevel })
if (aal?.nextLevel === 'aal2' && aal?.currentLevel === 'aal1') {
router.push('/mfa/verify')
return
@@ -57,6 +89,13 @@ export default function LoginPage() {
router.push('/')
router.refresh()
} catch (error) {
console.error('[login] unexpected exception', {
error,
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
type: typeof error,
constructor: error?.constructor?.name,
})
toast({
title: 'Inloggning misslyckades',
description: getErrorMessage(error, { context: 'auth' }),
@@ -75,11 +114,25 @@ export default function LoginPage() {
const emailValue = (formData.get('email') as string) || email
try {
console.log('[login] attempting resetPasswordForEmail', {
email: emailValue,
redirectTo: `${window.location.origin}/auth/callback?next=/reset-password`,
})
const { error } = await supabase.auth.resetPasswordForEmail(emailValue, {
redirectTo: `${window.location.origin}/auth/callback?next=/reset-password`,
})
if (error) {
console.error('[login] resetPasswordForEmail error', {
message: error.message,
code: error.code,
status: error.status,
name: error.name,
stack: error.stack,
cause: error.cause,
fullError: JSON.stringify(error, Object.getOwnPropertyNames(error)),
})
toast({
title: 'Kunde inte skicka återställningslänk',
description: getErrorMessage(error, { context: 'auth' }),
@@ -88,6 +141,7 @@ export default function LoginPage() {
return
}
console.log('[login] resetPasswordForEmail success', { email: emailValue })
setEmail(emailValue)
setIsEmailSent(true)
toast({
@@ -95,6 +149,13 @@ export default function LoginPage() {
description: 'Kolla din inkorg för att återställa lösenordet.',
})
} catch (error) {
console.error('[login] resetPasswordForEmail unexpected exception', {
error,
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
type: typeof error,
constructor: error?.constructor?.name,
})
toast({
title: 'Kunde inte skicka återställningslänk',
description: getErrorMessage(error, { context: 'auth' }),
+35 -1
View File
@@ -58,7 +58,15 @@ export default function RegisterPage() {
}
try {
const { error } = await supabase.auth.signUp({
console.log('[register] attempting signUp', {
email: emailValue,
hasPassword: !!passwordValue,
passwordLength: passwordValue.length,
redirectTo: `${window.location.origin}/auth/callback`,
supabaseUrl: process.env.NEXT_PUBLIC_SUPABASE_URL,
})
const { data, error } = await supabase.auth.signUp({
email: emailValue,
password: passwordValue,
options: {
@@ -67,6 +75,15 @@ export default function RegisterPage() {
})
if (error) {
console.error('[register] signUp error', {
message: error.message,
code: error.code,
status: error.status,
name: error.name,
stack: error.stack,
cause: error.cause,
fullError: JSON.stringify(error, Object.getOwnPropertyNames(error)),
})
toast({
title: 'Registrering misslyckades',
description: getErrorMessage(error, { context: 'auth' }),
@@ -75,9 +92,26 @@ export default function RegisterPage() {
return
}
console.log('[register] signUp response', {
userId: data.user?.id,
email: data.user?.email,
isAnonymous: data.user?.is_anonymous,
identities: data.user?.identities?.length,
hasSession: !!data.session,
confirmationSentAt: data.user?.confirmation_sent_at,
provider: data.user?.app_metadata?.provider,
})
setEmail(emailValue)
setIsRegistered(true)
} catch (error) {
console.error('[register] unexpected exception', {
error,
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
type: typeof error,
constructor: error?.constructor?.name,
})
toast({
title: 'Registrering misslyckades',
description: getErrorMessage(error, { context: 'auth' }),
+68 -27
View File
@@ -1,59 +1,95 @@
'use client'
import { useState, useEffect } from 'react'
import { useState, useEffect, useCallback } from 'react'
import { Label } from '@/components/ui/label'
import { Card, CardContent } from '@/components/ui/card'
import { KPIHeroCards } from '@/components/kpi/KPIHeroCards'
import { KPITrendChart } from '@/components/kpi/KPITrendChart'
import type { FiscalPeriod, KPIReport } from '@/types'
import { KPISettingsDialog } from '@/components/kpi/KPISettingsDialog'
import { getDefaultPreferences } from '@/lib/reports/kpi-definitions'
import type { FiscalPeriod, KPIReport, KPIPreferences } from '@/types'
export default function KpiPage() {
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [report, setReport] = useState<KPIReport | null>(null)
const [preferences, setPreferences] = useState<KPIPreferences>(getDefaultPreferences())
const [isLoadingInit, setIsLoadingInit] = useState(true)
const [isLoadingReport, setIsLoadingReport] = useState(false)
const [isSavingPrefs, setIsSavingPrefs] = useState(false)
const [error, setError] = useState<string | null>(null)
useEffect(() => {
async function fetchPeriods() {
async function init() {
try {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
setPeriods(data || [])
if (data && data.length > 0) {
setSelectedPeriod(data[0].id)
const [periodsRes, prefsRes] = await Promise.all([
fetch('/api/bookkeeping/fiscal-periods'),
fetch('/api/kpi/preferences'),
])
const { data: periodsData } = await periodsRes.json()
const { data: prefsData } = await prefsRes.json()
setPeriods(periodsData || [])
if (prefsData) setPreferences(prefsData)
if (periodsData && periodsData.length > 0) {
setSelectedPeriod(periodsData[0].id)
}
} catch {
setError('Kunde inte hämta räkenskapsår')
setError('Kunde inte hämta data')
} finally {
setIsLoadingInit(false)
}
}
fetchPeriods()
init()
}, [])
const fetchReport = useCallback(async (periodId: string) => {
setIsLoadingReport(true)
setError(null)
try {
const res = await fetch(`/api/reports/kpi?period_id=${periodId}`)
if (!res.ok) throw new Error('Kunde inte hämta nyckeltal')
const { data } = await res.json()
setReport(data)
} catch {
setError('Kunde inte hämta nyckeltal')
} finally {
setIsLoadingReport(false)
}
}, [])
useEffect(() => {
if (!selectedPeriod) return
let cancelled = false
async function fetchReport() {
setIsLoadingReport(true)
setError(null)
try {
const res = await fetch(`/api/reports/kpi?period_id=${selectedPeriod}`)
if (!res.ok) throw new Error('Kunde inte hämta nyckeltal')
const { data } = await res.json()
if (!cancelled) setReport(data)
} catch {
if (!cancelled) setError('Kunde inte hämta nyckeltal')
} finally {
if (!cancelled) setIsLoadingReport(false)
}
}
fetchReport()
fetchReport(selectedPeriod).then(() => {
if (cancelled) setReport(null)
})
return () => { cancelled = true }
}, [selectedPeriod])
}, [selectedPeriod, fetchReport])
async function handleSavePreferences(prefs: KPIPreferences) {
setIsSavingPrefs(true)
try {
const res = await fetch('/api/kpi/preferences', {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(prefs),
})
if (!res.ok) throw new Error()
const { data } = await res.json()
setPreferences(data)
// Re-fetch report if account overrides changed (calculations may differ)
if (selectedPeriod) {
await fetchReport(selectedPeriod)
}
} catch {
// Silently fail — user can retry
} finally {
setIsSavingPrefs(false)
}
}
if (isLoadingInit) {
return (
@@ -74,6 +110,11 @@ export default function KpiPage() {
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">Nyckeltal</h1>
<p className="text-muted-foreground">Översikt av företagets ekonomiska hälsa</p>
</div>
<KPISettingsDialog
preferences={preferences}
onSave={handleSavePreferences}
saving={isSavingPrefs}
/>
</div>
{/* Period selector */}
@@ -106,7 +147,7 @@ export default function KpiPage() {
{!isLoadingReport && !error && report && (
<>
<KPIHeroCards report={report} />
<KPIHeroCards report={report} preferences={preferences} />
{report.months.length > 0 && <KPITrendChart months={report.months} />}
</>
)}
@@ -81,7 +81,11 @@ export async function GET(request: Request) {
.single()
if (findError || !pendingConnection) {
console.error('No pending connection for oauth_state:', findError)
console.error('[enable-banking] No pending connection for oauth_state', {
findError: findError ? { message: findError.message, code: findError.code, details: findError.details } : null,
state,
hasCode: !!code,
})
return NextResponse.redirect(
`${baseUrl}/settings?bank_error=${encodeURIComponent('invalid_state')}`
)
@@ -89,10 +93,23 @@ export async function GET(request: Request) {
const userId = pendingConnection.user_id
console.log('[enable-banking] Exchanging code for session', {
connectionId: pendingConnection.id,
userId,
codeLength: code.length,
})
const sessionData = await createSession(code)
const { session_id, accounts, access } = sessionData
const consentExpiresAt = access.valid_until
console.log('[enable-banking] Session created successfully', {
connectionId: pendingConnection.id,
sessionId: session_id,
accountCount: accounts.length,
consentExpiresAt,
})
const accountsWithBalances: StoredAccount[] = await Promise.all(
accounts.map(async (account: AccountInfo) => {
try {
@@ -130,7 +147,12 @@ export async function GET(request: Request) {
.eq('id', pendingConnection.id)
if (updateError) {
throw new Error('Failed to update connection')
console.error('[enable-banking] Failed to update connection after session creation', {
connectionId: pendingConnection.id,
updateError: { message: updateError.message, code: updateError.code, details: updateError.details },
sessionId: session_id,
})
throw new Error(`Failed to update connection: ${updateError.message}`)
}
const connectionId = pendingConnection.id
@@ -147,16 +169,24 @@ export async function GET(request: Request) {
return NextResponse.redirect(`${baseUrl}${redirectTarget}`)
} catch (error) {
console.error('Bank callback error:', error)
console.error('[enable-banking] Callback error', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
name: error instanceof Error ? error.name : undefined,
state,
hasCode: !!code,
})
try {
await supabase
.from('bank_connections')
.update({ status: 'error', oauth_state: null })
.update({ status: 'error', error_message: error instanceof Error ? error.message : 'Connection failed', oauth_state: null })
.eq('oauth_state', state)
.eq('status', 'pending')
} catch {
// Ignore cleanup errors
} catch (cleanupError) {
console.error('[enable-banking] Callback cleanup failed', {
cleanupError: cleanupError instanceof Error ? cleanupError.message : String(cleanupError),
})
}
return NextResponse.redirect(
@@ -64,7 +64,11 @@ export async function GET(request: Request) {
.limit(50)
if (connError) {
console.error('Failed to fetch bank connections:', connError)
console.error('[bank-sync-cron] Failed to fetch bank connections', {
message: connError.message,
code: connError.code,
details: connError.details,
})
return NextResponse.json({ error: 'Failed to fetch connections' }, { status: 500 })
}
@@ -174,7 +178,17 @@ export async function GET(request: Request) {
})
} catch (error) {
const message = error instanceof Error ? error.message : 'Unknown error'
console.error(`Sync failed for connection ${connection.id}:`, error)
console.error('[bank-sync-cron] Sync failed for connection', {
connectionId: connection.id,
userId: connection.user_id,
bankName: connection.bank_name,
sessionId: connection.session_id,
consentExpires: connection.consent_expires,
lastSyncedAt: connection.last_synced_at,
message,
stack: error instanceof Error ? error.stack : undefined,
name: error instanceof Error ? error.name : undefined,
})
// Persist error status on sync failure
await supabase
+81
View File
@@ -0,0 +1,81 @@
import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { mergeWithDefaults } from '@/lib/reports/kpi-definitions'
import type { KPIPreferences } from '@/types'
const EXTENSION_ID = 'core/kpi'
const KEY = 'preferences'
export async function GET() {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const { data } = await supabase
.from('extension_data')
.select('value')
.eq('user_id', user.id)
.eq('extension_id', EXTENSION_ID)
.eq('key', KEY)
.single()
const preferences = mergeWithDefaults((data?.value as Partial<KPIPreferences>) ?? {})
return NextResponse.json({ data: preferences })
}
export async function PUT(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
let body: unknown
try {
body = await request.json()
} catch {
return NextResponse.json({ error: 'Invalid JSON' }, { status: 400 })
}
const prefs = body as Partial<KPIPreferences>
// Validate account overrides — must be 4-digit numeric strings
if (prefs.accountOverrides) {
for (const [kpiId, accounts] of Object.entries(prefs.accountOverrides)) {
if (!Array.isArray(accounts)) {
return NextResponse.json(
{ error: `accountOverrides.${kpiId} must be an array` },
{ status: 400 }
)
}
for (const acc of accounts) {
if (typeof acc !== 'string' || !/^\d{4}$/.test(acc)) {
return NextResponse.json(
{ error: `Invalid account number "${acc}" in ${kpiId} — must be 4 digits` },
{ status: 400 }
)
}
}
}
}
const merged = mergeWithDefaults(prefs)
const { data, error } = await supabase
.from('extension_data')
.upsert(
{
user_id: user.id,
extension_id: EXTENSION_ID,
key: KEY,
value: merged,
},
{ onConflict: 'user_id,extension_id,key' }
)
.select()
.single()
if (error) {
return NextResponse.json({ error: error.message }, { status: 500 })
}
return NextResponse.json({ data: data.value })
}
+75 -14
View File
@@ -4,8 +4,14 @@ import { generateIncomeStatement } from '@/lib/reports/income-statement'
import { generateTrialBalance } from '@/lib/reports/trial-balance'
import { generateARLedger } from '@/lib/reports/ar-ledger'
import { generateMonthlyBreakdown } from '@/lib/reports/monthly-breakdown'
import { calculateCashPosition } from '@/lib/reports/kpi'
import type { KPIReport } from '@/types'
import {
calculateCashPosition,
calculateGrossMargin,
calculateExpenseRatio,
calculateAvgPaymentDays,
} from '@/lib/reports/kpi'
import { mergeWithDefaults } from '@/lib/reports/kpi-definitions'
import type { KPIReport, KPIPreferences } from '@/types'
export async function GET(request: Request) {
const supabase = await createClient()
@@ -29,32 +35,87 @@ export async function GET(request: Request) {
return NextResponse.json({ error: 'Fiscal period not found' }, { status: 404 })
}
const [incomeStatement, trialBalanceResult, arLedger, monthlyBreakdown] =
// Load user preferences for account overrides
const { data: prefsData } = await supabase
.from('extension_data')
.select('value')
.eq('user_id', user.id)
.eq('extension_id', 'core/kpi')
.eq('key', 'preferences')
.single()
const preferences = mergeWithDefaults(
(prefsData?.value as Partial<KPIPreferences>) ?? {}
)
const [incomeStatement, trialBalanceResult, arLedger, monthlyBreakdown, paidInvoicesResult] =
await Promise.all([
generateIncomeStatement(supabase, user.id, periodId),
generateTrialBalance(supabase, user.id, periodId),
generateARLedger(supabase, user.id),
generateMonthlyBreakdown(supabase, user.id, periodId),
supabase
.from('invoices')
.select('invoice_date, paid_at')
.eq('user_id', user.id)
.eq('status', 'paid')
.not('paid_at', 'is', null),
])
// VAT liability from trial balance (output VAT - input VAT)
const vatOutputAccounts = ['2611', '2621', '2631']
const vatInputAccounts = ['2641', '2645']
const outputVat = trialBalanceResult.rows
.filter((r) => vatOutputAccounts.includes(r.account_number))
.reduce((sum, r) => sum + (r.closing_credit - r.closing_debit), 0)
const inputVat = trialBalanceResult.rows
.filter((r) => vatInputAccounts.includes(r.account_number))
.reduce((sum, r) => sum + (r.closing_debit - r.closing_credit), 0)
// Cash position — use account overrides if set
const cashOverrides = preferences.accountOverrides['cashPosition']
let cashPosition: number
if (cashOverrides && cashOverrides.length > 0) {
const cashRows = trialBalanceResult.rows.filter((r) =>
cashOverrides.includes(r.account_number)
)
cashPosition = Math.round(
cashRows.reduce((sum, r) => sum + (r.closing_debit - r.closing_credit), 0) * 100
) / 100
} else {
cashPosition = calculateCashPosition(trialBalanceResult.rows)
}
// VAT liability — use account overrides if set
const vatOverrides = preferences.accountOverrides['vatLiability']
let vatLiability: number
if (vatOverrides && vatOverrides.length > 0) {
const outputVat = trialBalanceResult.rows
.filter((r) => vatOverrides.includes(r.account_number) && r.account_number.startsWith('26') && !r.account_number.startsWith('264'))
.reduce((sum, r) => sum + (r.closing_credit - r.closing_debit), 0)
const inputVat = trialBalanceResult.rows
.filter((r) => vatOverrides.includes(r.account_number) && r.account_number.startsWith('264'))
.reduce((sum, r) => sum + (r.closing_debit - r.closing_credit), 0)
vatLiability = Math.round((outputVat - inputVat) * 100) / 100
} else {
const vatOutputAccounts = ['2611', '2621', '2631']
const vatInputAccounts = ['2641', '2645']
const outputVat = trialBalanceResult.rows
.filter((r) => vatOutputAccounts.includes(r.account_number))
.reduce((sum, r) => sum + (r.closing_credit - r.closing_debit), 0)
const inputVat = trialBalanceResult.rows
.filter((r) => vatInputAccounts.includes(r.account_number))
.reduce((sum, r) => sum + (r.closing_debit - r.closing_credit), 0)
vatLiability = Math.round((outputVat - inputVat) * 100) / 100
}
// Avg payment days from paid invoices
const paidInvoices = (paidInvoicesResult.data ?? []).map((inv) => ({
invoice_date: inv.invoice_date as string,
paid_at: inv.paid_at as string,
}))
const report: KPIReport = {
netResult: incomeStatement.net_result,
cashPosition: calculateCashPosition(trialBalanceResult.rows),
cashPosition,
outstandingReceivables: arLedger.total_outstanding,
overdueReceivables: arLedger.total_overdue,
vatLiability: Math.round((outputVat - inputVat) * 100) / 100,
vatLiability,
totalRevenue: incomeStatement.total_revenue,
totalExpenses: incomeStatement.total_expenses,
grossMargin: calculateGrossMargin(incomeStatement),
expenseRatio: calculateExpenseRatio(incomeStatement),
avgPaymentDays: calculateAvgPaymentDays(paidInvoices),
periodComplete: period.is_closed,
months: monthlyBreakdown.months,
period: { start: period.period_start, end: period.period_end },
+168 -58
View File
@@ -1,73 +1,183 @@
'use client'
import { useState } from 'react'
import { Info, X } from 'lucide-react'
import { Card, CardContent } from '@/components/ui/card'
import { formatCurrency } from '@/lib/utils'
import type { KPIReport } from '@/types'
import { KPI_DEFINITIONS, getDefaultPreferences } from '@/lib/reports/kpi-definitions'
import type { KPIReport, KPIPreferences } from '@/types'
interface KPIHeroCardsProps {
report: KPIReport
preferences?: KPIPreferences
}
export function KPIHeroCards({ report }: KPIHeroCardsProps) {
function getKPIValue(
report: KPIReport,
id: string
): { value: number | null; subtitle: string } {
switch (id) {
case 'netResult':
return { value: report.netResult, subtitle: 'netto' }
case 'cashPosition':
return { value: report.cashPosition, subtitle: 'likvida medel' }
case 'outstandingReceivables':
return {
value: report.outstandingReceivables,
subtitle:
report.overdueReceivables > 0
? `varav förfallet: ${formatCurrency(report.overdueReceivables)}`
: 'utestående',
}
case 'vatLiability':
return {
value: report.vatLiability,
subtitle:
report.vatLiability > 0
? 'att betala'
: report.vatLiability < 0
? 'att återfå'
: 'jämnt',
}
case 'grossMargin':
return { value: report.grossMargin, subtitle: 'av intäkter' }
case 'expenseRatio':
return { value: report.expenseRatio, subtitle: 'av intäkter' }
case 'avgPaymentDays':
return { value: report.avgPaymentDays, subtitle: 'snitt' }
default:
return { value: null, subtitle: '' }
}
}
function formatKPIValue(value: number | null, format: string, id: string): string {
if (value === null) return '—'
if (format === 'currency') {
if (id === 'vatLiability') return formatCurrency(Math.abs(value))
return formatCurrency(value)
}
if (format === 'percentage') return `${value}%`
if (format === 'days') return `${value} dagar`
return String(value)
}
function getValueColor(
value: number | null,
colorLogic: string
): string {
if (value === null) return 'text-muted-foreground'
if (colorLogic === 'neutral') return ''
if (colorLogic === 'positive-good') {
return value >= 0
? 'text-[hsl(var(--chart-1))]'
: 'text-[hsl(var(--chart-2))]'
}
// negative-good (e.g. VAT: negative = refund = good, expense ratio: lower = better)
if (colorLogic === 'negative-good') {
return value <= 0
? 'text-[hsl(var(--chart-1))]'
: 'text-[hsl(var(--chart-2))]'
}
return ''
}
export function KPIHeroCards({ report, preferences }: KPIHeroCardsProps) {
const prefs = preferences ?? getDefaultPreferences()
const [infoOpen, setInfoOpen] = useState<string | null>(null)
// Build ordered, visible list
const visibleDefs = prefs.kpiOrder
.map((id) => KPI_DEFINITIONS.find((d) => d.id === id))
.filter((d) => d && prefs.visibleKpis.includes(d.id)) as typeof KPI_DEFINITIONS
if (visibleDefs.length === 0) {
return (
<Card>
<CardContent className="py-8 text-center text-muted-foreground text-sm">
Inga nyckeltal valda. Klicka på &quot;Anpassa&quot; för att välja vilka som ska visas.
</CardContent>
</Card>
)
}
// Responsive grid: 2 cols on mobile, up to 4 on desktop
const gridCols =
visibleDefs.length <= 2
? 'grid-cols-2'
: visibleDefs.length === 3
? 'grid-cols-2 md:grid-cols-3'
: 'grid-cols-2 md:grid-cols-4'
return (
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
{/* Net result */}
<Card>
<CardContent className="p-5">
<p className="text-xs text-muted-foreground mb-1">Resultat</p>
<p className={`font-display text-xl tabular-nums tracking-tight ${
report.netResult >= 0 ? 'text-[hsl(var(--chart-1))]' : 'text-[hsl(var(--chart-2))]'
}`}>
{formatCurrency(report.netResult)}
</p>
<p className="text-xs text-muted-foreground mt-1">netto</p>
</CardContent>
</Card>
<div className={`grid ${gridCols} gap-4`}>
{visibleDefs.map((def) => {
const { value, subtitle } = getKPIValue(report, def.id)
const formatted = formatKPIValue(value, def.format, def.id)
const color = getValueColor(value, def.colorLogic)
const showInfo = infoOpen === def.id
const hasOverride =
prefs.accountOverrides[def.id] &&
prefs.accountOverrides[def.id].length > 0
{/* Cash position */}
<Card>
<CardContent className="p-5">
<p className="text-xs text-muted-foreground mb-1">Kassa</p>
<p className={`font-display text-xl tabular-nums tracking-tight ${
report.cashPosition > 0 ? 'text-[hsl(var(--chart-1))]' : 'text-[hsl(var(--chart-2))]'
}`}>
{formatCurrency(report.cashPosition)}
</p>
<p className="text-xs text-muted-foreground mt-1">likvida medel</p>
</CardContent>
</Card>
return (
<Card key={def.id} className="relative">
<CardContent className="p-5">
<div className="flex items-start justify-between">
<p className="text-xs text-muted-foreground mb-1">
{def.label}
</p>
<button
type="button"
onClick={() =>
setInfoOpen(showInfo ? null : def.id)
}
className="text-muted-foreground/50 hover:text-muted-foreground transition-colors -mt-0.5 -mr-1 p-1"
aria-label={`Visa formel för ${def.label}`}
>
{showInfo ? (
<X className="h-3 w-3" />
) : (
<Info className="h-3 w-3" />
)}
</button>
</div>
{/* Outstanding receivables */}
<Card>
<CardContent className="p-5">
<p className="text-xs text-muted-foreground mb-1">Kundfordringar</p>
<p className="font-display text-xl tabular-nums tracking-tight">
{formatCurrency(report.outstandingReceivables)}
</p>
{report.overdueReceivables > 0 ? (
<p className="text-xs text-[hsl(var(--chart-2))] mt-1">
varav förfallet: {formatCurrency(report.overdueReceivables)}
</p>
) : (
<p className="text-xs text-muted-foreground mt-1">utestående</p>
)}
</CardContent>
</Card>
{/* VAT liability */}
<Card>
<CardContent className="p-5">
<p className="text-xs text-muted-foreground mb-1">Moms</p>
<p className={`font-display text-xl tabular-nums tracking-tight ${
report.vatLiability > 0 ? 'text-[hsl(var(--chart-2))]' : 'text-[hsl(var(--chart-1))]'
}`}>
{formatCurrency(Math.abs(report.vatLiability))}
</p>
<p className="text-xs text-muted-foreground mt-1">
{report.vatLiability > 0 ? 'att betala' : report.vatLiability < 0 ? 'att återfå' : 'jämnt'}
</p>
</CardContent>
</Card>
{showInfo ? (
<div className="space-y-1.5 text-[11px] text-muted-foreground mt-1">
<p className="text-xs text-foreground/80">{def.description}</p>
<div>
<span className="font-medium">Formel: </span>
<span className="font-mono">{def.formula}</span>
</div>
<div>
<span className="font-medium">Konton: </span>
{def.accountDescription}
</div>
{hasOverride && (
<div className="text-primary">
<span className="font-medium">Anpassade konton: </span>
<span className="font-mono">
{prefs.accountOverrides[def.id].join(', ')}
</span>
</div>
)}
</div>
) : (
<>
<p
className={`font-display text-xl tabular-nums tracking-tight ${color}`}
>
{formatted}
</p>
<p className="text-xs text-muted-foreground mt-1">
{subtitle}
</p>
</>
)}
</CardContent>
</Card>
)
})}
</div>
)
}
+215
View File
@@ -0,0 +1,215 @@
'use client'
import { useState } from 'react'
import { Settings2, ChevronDown, ChevronRight, RotateCcw } from 'lucide-react'
import { Button } from '@/components/ui/button'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogDescription,
DialogTrigger,
DialogClose,
} from '@/components/ui/dialog'
import { Switch } from '@/components/ui/switch'
import { KPI_DEFINITIONS, getDefaultPreferences } from '@/lib/reports/kpi-definitions'
import type { KPIPreferences } from '@/types'
interface KPISettingsDialogProps {
preferences: KPIPreferences
onSave: (prefs: KPIPreferences) => void
saving: boolean
}
export function KPISettingsDialog({ preferences, onSave, saving }: KPISettingsDialogProps) {
const [draft, setDraft] = useState<KPIPreferences>(preferences)
const [expandedKpi, setExpandedKpi] = useState<string | null>(null)
const [open, setOpen] = useState(false)
function handleOpen(isOpen: boolean) {
if (isOpen) setDraft(preferences)
setOpen(isOpen)
}
function toggleKpi(id: string) {
setDraft((prev) => {
const visible = prev.visibleKpis.includes(id)
? prev.visibleKpis.filter((k) => k !== id)
: [...prev.visibleKpis, id]
return { ...prev, visibleKpis: visible }
})
}
function setAccountOverride(kpiId: string, value: string) {
const accounts = value
.split(',')
.map((s) => s.trim())
.filter((s) => /^\d{4}$/.test(s))
setDraft((prev) => ({
...prev,
accountOverrides: {
...prev.accountOverrides,
[kpiId]: accounts,
},
}))
}
function clearAccountOverride(kpiId: string) {
setDraft((prev) => {
const overrides = { ...prev.accountOverrides }
delete overrides[kpiId]
return { ...prev, accountOverrides: overrides }
})
}
function handleReset() {
setDraft(getDefaultPreferences())
}
function handleSave() {
onSave(draft)
setOpen(false)
}
return (
<Dialog open={open} onOpenChange={handleOpen}>
<DialogTrigger asChild>
<Button variant="outline" size="sm" className="gap-1.5">
<Settings2 className="h-3.5 w-3.5" />
Anpassa
</Button>
</DialogTrigger>
<DialogContent className="max-w-md max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Anpassa nyckeltal</DialogTitle>
<DialogDescription>
Välj vilka nyckeltal som visas och justera beräkningarna.
</DialogDescription>
</DialogHeader>
<div className="space-y-1 mt-2">
{KPI_DEFINITIONS.map((def) => {
const isVisible = draft.visibleKpis.includes(def.id)
const isExpanded = expandedKpi === def.id
const hasOverride =
def.customizableAccounts &&
draft.accountOverrides[def.id] &&
draft.accountOverrides[def.id].length > 0
const overrideValue =
draft.accountOverrides[def.id]?.join(', ') ?? ''
return (
<div
key={def.id}
className="rounded-lg border border-border/60 p-3"
>
<div className="flex items-center justify-between">
<button
type="button"
className="flex items-center gap-2 text-left flex-1 min-w-0"
onClick={() =>
setExpandedKpi(isExpanded ? null : def.id)
}
>
{isExpanded ? (
<ChevronDown className="h-3.5 w-3.5 shrink-0 text-muted-foreground" />
) : (
<ChevronRight className="h-3.5 w-3.5 shrink-0 text-muted-foreground" />
)}
<div className="min-w-0">
<p className="text-sm font-medium truncate">
{def.label}
{hasOverride && (
<span className="ml-1.5 text-xs text-muted-foreground font-normal">
(anpassad)
</span>
)}
</p>
</div>
</button>
<Switch
checked={isVisible}
onCheckedChange={() => toggleKpi(def.id)}
/>
</div>
{isExpanded && (
<div className="mt-3 ml-5.5 space-y-2.5 text-xs text-muted-foreground">
<p>{def.description}</p>
<div>
<p className="font-medium text-foreground/80 mb-0.5">
Formel
</p>
<p className="font-mono text-[11px] bg-muted/50 rounded px-2 py-1">
{def.formula}
</p>
</div>
<div>
<p className="font-medium text-foreground/80 mb-0.5">
Konton
</p>
<p>{def.accountDescription}</p>
</div>
{def.customizableAccounts && (
<div className="pt-1">
<label className="font-medium text-foreground/80 block mb-1">
Anpassa konton
</label>
<input
type="text"
value={overrideValue}
onChange={(e) =>
setAccountOverride(def.id, e.target.value)
}
placeholder={def.defaultAccounts.join(', ')}
className="w-full rounded-md border border-input bg-background px-2.5 py-1.5 text-xs font-mono tabular-nums placeholder:text-muted-foreground/50"
/>
<p className="mt-1 text-[10px] text-muted-foreground/70">
Ange kontonummer separerade med komma (t.ex.{' '}
{def.defaultAccounts.slice(0, 3).join(', ')})
</p>
{hasOverride && (
<button
type="button"
onClick={() => clearAccountOverride(def.id)}
className="mt-1 text-[10px] text-primary hover:underline"
>
Återställ till standard
</button>
)}
</div>
)}
</div>
)}
</div>
)
})}
</div>
<div className="flex items-center justify-between pt-2 border-t mt-2">
<button
type="button"
onClick={handleReset}
className="flex items-center gap-1 text-xs text-muted-foreground hover:text-foreground transition-colors"
>
<RotateCcw className="h-3 w-3" />
Återställ allt
</button>
<div className="flex gap-2">
<DialogClose asChild>
<Button variant="outline" size="sm">
Avbryt
</Button>
</DialogClose>
<Button size="sm" onClick={handleSave} disabled={saving}>
{saving ? 'Sparar...' : 'Spara'}
</Button>
</div>
</div>
</DialogContent>
</Dialog>
)
}
@@ -53,6 +53,11 @@ export default function BankingSettingsPanel() {
setConnectingBankName(bank.name)
try {
console.log('[enable-banking] Initiating bank connection', {
bankName: bank.name,
bankCountry: bank.country,
})
const response = await fetch('/api/extensions/ext/enable-banking/connect', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
@@ -62,11 +67,26 @@ export default function BankingSettingsPanel() {
const data = await response.json()
if (!response.ok) {
console.error('[enable-banking] Connect request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
bankName: bank.name,
})
throw new Error(data.error)
}
console.log('[enable-banking] Redirecting to bank authorization', {
connectionId: data.connection_id,
hasAuthUrl: !!data.authorization_url,
})
window.location.href = data.authorization_url
} catch (error) {
console.error('[enable-banking] Connect flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
bankName: bank.name,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Kunde inte ansluta bank',
@@ -82,6 +102,8 @@ export default function BankingSettingsPanel() {
setSyncingConnectionId(connectionId)
try {
console.log('[enable-banking] Starting sync', { connectionId })
const response = await fetch('/api/extensions/ext/enable-banking/sync', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
@@ -91,9 +113,21 @@ export default function BankingSettingsPanel() {
const data = await response.json()
if (!response.ok) {
console.error('[enable-banking] Sync request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
connectionId,
})
throw new Error(data.error)
}
console.log('[enable-banking] Sync completed', {
connectionId,
imported: data.imported,
duplicates: data.duplicates,
})
toast({
title: 'Synkronisering klar',
description: `${data.imported} nya transaktioner importerade`,
@@ -102,6 +136,11 @@ export default function BankingSettingsPanel() {
setShowCsvFallback(false)
fetchConnections()
} catch (error) {
console.error('[enable-banking] Sync flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
connectionId,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Synkronisering misslyckades',
@@ -123,6 +162,8 @@ export default function BankingSettingsPanel() {
if (!ok) return
try {
console.log('[enable-banking] Disconnecting bank', { connectionId })
const response = await fetch('/api/extensions/ext/enable-banking/disconnect', {
method: 'DELETE',
headers: { 'Content-Type': 'application/json' },
@@ -131,15 +172,27 @@ export default function BankingSettingsPanel() {
if (!response.ok) {
const data = await response.json()
console.error('[enable-banking] Disconnect request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
connectionId,
})
throw new Error(data.error || 'Disconnect failed')
}
console.log('[enable-banking] Bank disconnected', { connectionId })
toast({
title: 'Bank bortkopplad',
description: 'Bankanslutningen och PSD2-samtycket har återkallats',
})
fetchConnections()
} catch (error) {
console.error('[enable-banking] Disconnect flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
connectionId,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Kunde inte koppla bort bank',
+31 -6
View File
@@ -148,8 +148,14 @@ export const enableBankingExtension: Extension = {
.single()
if (error) {
log.error('Database error:', error)
throw new Error('Failed to store connection')
log.error('[enable-banking] Database error storing connection', {
errorMessage: error.message,
errorCode: error.code,
errorDetails: error.details,
user_id: user.id,
bank: aspsp_name,
})
throw new Error(`Failed to store connection: ${error.message}`)
}
return NextResponse.json({
@@ -157,7 +163,14 @@ export const enableBankingExtension: Extension = {
authorization_url: url,
})
} catch (error) {
log.error('Bank connection error:', error)
log.error('[enable-banking] Connect handler error', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
name: error instanceof Error ? error.name : undefined,
user_id: user.id,
aspsp_name,
aspsp_country,
})
return NextResponse.json(
{ error: error instanceof Error ? error.message : 'Connection failed' },
{ status: 500 }
@@ -256,7 +269,15 @@ export const enableBankingExtension: Extension = {
last_synced_at: syncedAt,
})
} catch (error) {
log.error('Sync error:', error)
log.error('[enable-banking] Sync handler error', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
name: error instanceof Error ? error.name : undefined,
user_id: user.id,
connection_id,
connectionStatus: connection.status,
bankName: connection.bank_name,
})
return NextResponse.json(
{ error: error instanceof Error ? error.message : 'Sync failed' },
{ status: 500 }
@@ -298,8 +319,12 @@ export const enableBankingExtension: Extension = {
try {
await deleteSession(connection.session_id)
} catch (error) {
// Consent may already be expired — log and continue
log.error('Failed to revoke PSD2 session (may be expired):', error)
log.error('[enable-banking] Failed to revoke PSD2 session (may be expired)', {
message: error instanceof Error ? error.message : String(error),
sessionId: connection.session_id,
connectionId: connection_id,
connectionStatus: connection.status,
})
}
}
@@ -187,6 +187,10 @@ async function authenticatedFetchWithRetry(
try {
const response = await authenticatedFetch(endpoint, options)
if (attempt < MAX_RETRIES && [429, 502, 503, 504].includes(response.status)) {
console.warn(`[enable-banking] Retrying ${endpoint} (attempt ${attempt + 1}/${MAX_RETRIES})`, {
status: response.status,
statusText: response.statusText,
})
await new Promise(resolve => setTimeout(resolve, RETRY_DELAY_MS * (attempt + 1)))
continue
}
@@ -194,9 +198,16 @@ async function authenticatedFetchWithRetry(
} catch (error: unknown) {
const isAbort = error instanceof Error && error.name === 'AbortError'
if (attempt < MAX_RETRIES && isAbort) {
console.warn(`[enable-banking] Request timeout, retrying ${endpoint} (attempt ${attempt + 1}/${MAX_RETRIES})`)
await new Promise(resolve => setTimeout(resolve, RETRY_DELAY_MS * (attempt + 1)))
continue
}
console.error(`[enable-banking] Request failed for ${endpoint}`, {
attempt,
error: error instanceof Error ? error.message : String(error),
name: error instanceof Error ? error.name : undefined,
isTimeout: isAbort,
})
throw error
}
}
@@ -220,9 +231,17 @@ export async function getASPSPs(country: string = 'SE'): Promise<ASPSP[]> {
const response = await authenticatedFetchWithRetry(`/aspsps?${params.toString()}`)
if (!response.ok) {
const error = await response.text()
console.error('Failed to fetch ASPSPs:', error)
throw new Error('Failed to fetch banks')
const body = await response.text()
console.error('[enable-banking] getASPSPs failed', {
status: response.status,
statusText: response.statusText,
body,
country,
psuType,
sandbox: isSandbox,
apiUrl: ENABLE_BANKING_API_URL,
})
throw new Error(`Failed to fetch banks (${response.status})`)
}
const data = await response.json()
@@ -294,9 +313,19 @@ export async function startAuthorization(
})
if (!response.ok) {
const error = await response.text()
console.error('Failed to start authorization:', error)
throw new Error('Failed to start bank connection')
const body = await response.text()
console.error('[enable-banking] startAuthorization failed', {
status: response.status,
statusText: response.statusText,
body,
aspspName,
aspspCountry,
psuType,
redirectUrl,
apiUrl: ENABLE_BANKING_API_URL,
requestBody: JSON.stringify(requestBody),
})
throw new Error(`Failed to start bank connection (${response.status}): ${body}`)
}
return response.json()
@@ -314,9 +343,16 @@ export async function createSession(code: string): Promise<SessionResponse> {
})
if (!response.ok) {
const error = await response.text()
console.error('Failed to create session:', error)
throw new Error('Failed to create bank session')
const body = await response.text()
console.error('[enable-banking] createSession failed', {
status: response.status,
statusText: response.statusText,
body,
hasCode: !!code,
codeLength: code?.length,
apiUrl: ENABLE_BANKING_API_URL,
})
throw new Error(`Failed to create bank session (${response.status}): ${body}`)
}
return response.json()
@@ -331,7 +367,14 @@ export async function getSession(sessionId: string): Promise<SessionResponse> {
const response = await authenticatedFetchWithRetry(`/sessions/${sessionId}`)
if (!response.ok) {
throw new Error('Failed to get session')
const body = await response.text()
console.error('[enable-banking] getSession failed', {
status: response.status,
statusText: response.statusText,
body,
sessionId,
})
throw new Error(`Failed to get session (${response.status}): ${body}`)
}
return response.json()
@@ -348,7 +391,14 @@ export async function deleteSession(sessionId: string): Promise<void> {
})
if (!response.ok) {
throw new Error('Failed to revoke session')
const body = await response.text()
console.error('[enable-banking] deleteSession failed', {
status: response.status,
statusText: response.statusText,
body,
sessionId,
})
throw new Error(`Failed to revoke session (${response.status}): ${body}`)
}
}
@@ -361,7 +411,14 @@ export async function getAccountBalances(accountUid: string): Promise<Balance[]>
const response = await authenticatedFetchWithRetry(`/accounts/${accountUid}/balances`)
if (!response.ok) {
throw new Error('Failed to get account balances')
const body = await response.text()
console.error('[enable-banking] getAccountBalances failed', {
status: response.status,
statusText: response.statusText,
body,
accountUid,
})
throw new Error(`Failed to get account balances (${response.status}): ${body}`)
}
const data: BalanceResponse = await response.json()
@@ -417,7 +474,17 @@ export async function getAccountTransactions(
const response = await authenticatedFetchWithRetry(endpoint)
if (!response.ok) {
throw new Error('Failed to get transactions')
const body = await response.text()
console.error('[enable-banking] getAccountTransactions failed', {
status: response.status,
statusText: response.statusText,
body,
accountUid,
dateFrom,
dateTo,
hasContinuationKey: !!continuationKey,
})
throw new Error(`Failed to get transactions (${response.status}): ${body}`)
}
return response.json()
@@ -482,7 +549,18 @@ export async function getAllTransactionsWithRaw(
const response = await authenticatedFetchWithRetry(endpoint)
if (!response.ok) {
throw new Error('Failed to get transactions')
const body = await response.text()
console.error('[enable-banking] getAllTransactionsWithRaw failed', {
status: response.status,
statusText: response.statusText,
body,
accountUid,
dateFrom,
dateTo,
page,
hasContinuationKey: !!continuationKey,
})
throw new Error(`Failed to get transactions (${response.status}): ${body}`)
}
const rawText = await response.text()
@@ -38,12 +38,27 @@ export async function syncAccountTransactions(
toDate: string,
ingest: IngestFn = defaultIngest
): Promise<SyncResult> {
console.log('[enable-banking] syncAccountTransactions starting', {
connectionId,
accountUid: account.uid,
accountIban: account.iban,
fromDate,
toDate,
})
const { transactions, rawPages } = await getAllTransactionsWithRaw(
account.uid,
fromDate,
toDate,
)
console.log('[enable-banking] Fetched transactions from API', {
connectionId,
accountUid: account.uid,
transactionCount: transactions.length,
rawPageCount: rawPages.length,
})
const bankTransactions = transactions.map(tx => convertTransaction(tx, account.currency))
// Convert Enable Banking format to generic RawTransaction
@@ -62,6 +77,14 @@ export async function syncAccountTransactions(
const ingestResult = await ingest(supabase, userId, rawTransactions)
console.log('[enable-banking] Ingest result', {
connectionId,
accountUid: account.uid,
imported: ingestResult.imported,
duplicates: ingestResult.duplicates,
errors: ingestResult.errors,
})
// Archive raw PSD2 API responses as räkenskapsinformation (BFL 7 kap)
for (let i = 0; i < rawPages.length; i++) {
try {
+132
View File
@@ -0,0 +1,132 @@
import type { KPIPreferences } from '@/types'
export interface KPIDefinition {
id: string
label: string
subtitle: string
description: string
formula: string
defaultAccounts: string[]
accountDescription: string
customizableAccounts: boolean
defaultVisible: boolean
format: 'currency' | 'percentage' | 'days'
colorLogic: 'positive-good' | 'negative-good' | 'neutral'
}
export const KPI_DEFINITIONS: KPIDefinition[] = [
{
id: 'netResult',
label: 'Resultat',
subtitle: 'netto',
description: 'Nettoresultat för perioden (intäkter minus kostnader)',
formula: 'Totala intäkter − Totala kostnader ± Finansiella poster',
defaultAccounts: [],
accountDescription: 'Intäkter (klass 3), Kostnader (klass 4–7), Finansiellt (klass 8)',
customizableAccounts: false,
defaultVisible: true,
format: 'currency',
colorLogic: 'positive-good',
},
{
id: 'cashPosition',
label: 'Kassa',
subtitle: 'likvida medel',
description: 'Totala likvida medel (bank- och kassakonton)',
formula: 'Summa utgående saldon för valda 19xx-konton',
defaultAccounts: ['1910', '1920', '1930', '1940', '1950', '1960', '1970', '1980'],
accountDescription: 'Bank- och kassakonton (19xx)',
customizableAccounts: true,
defaultVisible: true,
format: 'currency',
colorLogic: 'positive-good',
},
{
id: 'outstandingReceivables',
label: 'Kundfordringar',
subtitle: 'utestående',
description: 'Utestående kundfordringar',
formula: 'Summa obetalda kundfakturor',
defaultAccounts: ['1510'],
accountDescription: 'Kundfordringar (1510)',
customizableAccounts: false,
defaultVisible: true,
format: 'currency',
colorLogic: 'neutral',
},
{
id: 'vatLiability',
label: 'Moms',
subtitle: '',
description: 'Momsskuld eller momsfordran för perioden',
formula: 'Utgående moms (2611 + 2621 + 2631) − Ingående moms (2641 + 2645)',
defaultAccounts: ['2611', '2621', '2631', '2641', '2645'],
accountDescription: 'Utgående moms (2611, 2621, 2631), Ingående moms (2641, 2645)',
customizableAccounts: true,
defaultVisible: true,
format: 'currency',
colorLogic: 'negative-good',
},
{
id: 'grossMargin',
label: 'Bruttomarginal',
subtitle: 'av intäkter',
description: 'Andel av intäkterna som blir kvar efter varuinköp',
formula: '(Intäkter − Varukostnad klass 4) ÷ Intäkter × 100',
defaultAccounts: [],
accountDescription: 'Intäkter (klass 3), Varor och material (klass 4)',
customizableAccounts: false,
defaultVisible: false,
format: 'percentage',
colorLogic: 'positive-good',
},
{
id: 'expenseRatio',
label: 'Kostnadsandel',
subtitle: 'av intäkter',
description: 'Andel av intäkterna som går till kostnader',
formula: 'Totala kostnader ÷ Totala intäkter × 100',
defaultAccounts: [],
accountDescription: 'Intäkter (klass 3), Kostnader (klass 4–7)',
customizableAccounts: false,
defaultVisible: false,
format: 'percentage',
colorLogic: 'negative-good',
},
{
id: 'avgPaymentDays',
label: 'Betalningstid',
subtitle: 'snitt',
description: 'Genomsnittligt antal dagar till kundbetalning',
formula: 'Summa betaldagar ÷ Antal betalda fakturor (minst 5 krävs)',
defaultAccounts: [],
accountDescription: 'Beräknas från betalda kundfakturor, inte konton',
customizableAccounts: false,
defaultVisible: false,
format: 'days',
colorLogic: 'negative-good',
},
]
export const ALL_KPI_IDS = KPI_DEFINITIONS.map((d) => d.id)
export function getKPIDefinition(id: string): KPIDefinition | undefined {
return KPI_DEFINITIONS.find((d) => d.id === id)
}
export function getDefaultPreferences(): KPIPreferences {
return {
visibleKpis: KPI_DEFINITIONS.filter((d) => d.defaultVisible).map((d) => d.id),
kpiOrder: ALL_KPI_IDS,
accountOverrides: {},
}
}
export function mergeWithDefaults(prefs: Partial<KPIPreferences>): KPIPreferences {
const defaults = getDefaultPreferences()
return {
visibleKpis: prefs.visibleKpis ?? defaults.visibleKpis,
kpiOrder: prefs.kpiOrder ?? defaults.kpiOrder,
accountOverrides: prefs.accountOverrides ?? defaults.accountOverrides,
}
}
+9
View File
@@ -2027,7 +2027,16 @@ export interface KPIReport {
vatLiability: number // SEK, ruta 49 (positive = owe, negative = refund)
totalRevenue: number // SEK
totalExpenses: number // SEK
grossMargin: number | null // percentage, null if no revenue
expenseRatio: number | null // percentage, null if no revenue
avgPaymentDays: number | null // days, null if fewer than 5 paid invoices
periodComplete: boolean // whether selected period is closed/complete
months: { label: string; income: number; expenses: number; net: number }[]
period: { start: string; end: string }
}
export interface KPIPreferences {
visibleKpis: string[]
kpiOrder: string[]
accountOverrides: Record<string, string[]>
}