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>
2026-03-23 20:04:34 +01:00
parent 4d4a9a40c9
commit c1630068b3
15 changed files with 1097 additions and 130 deletions
@@ -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,
+  }
+}