feat: UX improvements — nav, reports tabs, dashboard alerts, transaction hints, settings layout
- Move Reports to Finans nav group and auto-expand Övrigt on its pages - Make report tabs horizontally scrollable with gradient fade on mobile - Surface deadlines and alerts above the fold on dashboard - Add dismissible categorization hint card on transactions page - Split settings company form into 4 separate Cards for scannability - Add monthly breakdown report, document upload zone, journal entry attachments - Add batch category selector, receipt document linking, invoice form improvements Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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co-authored by
Claude Opus 4.6
parent
ba94f60d06
commit
d0c0d8a7d2
@@ -9,6 +9,8 @@ import { useToast } from '@/components/ui/use-toast'
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import { Plus, Trash2 } from 'lucide-react'
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import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
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import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import type { CreateJournalEntryLineInput, FiscalPeriod } from '@/types'
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interface Props {
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@@ -34,6 +36,9 @@ export default function JournalEntryForm({ onCreated }: Props) {
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])
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const [isSubmitting, setIsSubmitting] = useState(false)
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const [showReview, setShowReview] = useState(false)
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
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useEffect(() => {
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fetchPeriods()
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@@ -116,6 +121,23 @@ export default function JournalEntryForm({ onCreated }: Props) {
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variant: 'destructive',
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})
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} else {
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// Link uploaded documents to the new journal entry (non-blocking)
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const journalEntryId = result.data?.id
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if (journalEntryId) {
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const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
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for (const file of filesToLink) {
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try {
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await fetch(`/api/documents/${file.id}/link`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: journalEntryId }),
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})
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} catch (linkErr) {
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console.error('[JournalEntryForm] Failed to link document:', linkErr)
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}
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}
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}
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toast({
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title: 'Verifikation skapad',
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description: `Verifikation ${result.data?.voucher_series}${result.data?.voucher_number} har skapats.`,
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@@ -123,6 +145,7 @@ export default function JournalEntryForm({ onCreated }: Props) {
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setShowReview(false)
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// Reset form
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setDescription('')
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setUploadedFiles([])
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setLines([
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{ account_number: '', debit_amount: '', credit_amount: '', line_description: '' },
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{ account_number: '', debit_amount: '', credit_amount: '', line_description: '' },
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@@ -275,6 +298,15 @@ export default function JournalEntryForm({ onCreated }: Props) {
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</Button>
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</div>
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{/* Document attachments */}
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<div>
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<Label className="mb-2 block">Underlag</Label>
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<DocumentUploadZone
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files={uploadedFiles}
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onFilesChange={setUploadedFiles}
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/>
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</div>
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{!isBalanced && totalDebit > 0 && (
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<p className="text-sm text-red-600">
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Differens: {Math.abs(totalDebit - totalCredit).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} kr
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@@ -284,7 +316,7 @@ export default function JournalEntryForm({ onCreated }: Props) {
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<div className="flex justify-end">
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<Button
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onClick={handleReview}
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disabled={!isBalanced || !description || !selectedPeriod || isSubmitting}
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disabled={!isBalanced || !description || !selectedPeriod || isSubmitting || isUploading}
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>
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Granska & skapa
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</Button>
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@@ -305,6 +337,7 @@ export default function JournalEntryForm({ onCreated }: Props) {
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lines={lines}
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totalDebit={totalDebit}
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totalCredit={totalCredit}
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attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
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/>
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</ConfirmationDialog>
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</CardContent>
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