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>
This commit is contained in:
co-authored by
Claude Opus 4.6
parent
ba94f60d06
commit
d0c0d8a7d2
@@ -1,13 +1,25 @@
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'use client'
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import { useState, useEffect } from 'react'
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import { useState, useEffect, useCallback } from 'react'
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { ChevronDown, ChevronRight } from 'lucide-react'
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import { Label } from '@/components/ui/label'
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import { Switch } from '@/components/ui/switch'
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import { ChevronDown, ChevronRight, Paperclip, AlertTriangle } from 'lucide-react'
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import { AccountNumber } from '@/components/ui/account-number'
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import JournalEntryAttachments from '@/components/bookkeeping/JournalEntryAttachments'
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import type { JournalEntry, JournalEntryLine } from '@/types'
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const NEEDS_ATTACHMENT = new Set([
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'manual',
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'bank_transaction',
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'supplier_invoice_registered',
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'supplier_invoice_paid',
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'supplier_invoice_cash_payment',
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'import',
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])
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interface Props {
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periodId?: string
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}
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@@ -18,8 +30,23 @@ export default function JournalEntryList({ periodId }: Props) {
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const [expandedId, setExpandedId] = useState<string | null>(null)
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const [count, setCount] = useState(0)
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const [page, setPage] = useState(0)
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const [attachmentCounts, setAttachmentCounts] = useState<Record<string, number>>({})
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const [showMissingOnly, setShowMissingOnly] = useState(false)
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const pageSize = 20
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const fetchAttachmentCounts = useCallback(async (entryIds: string[]) => {
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if (entryIds.length === 0) return
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try {
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const res = await fetch(
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`/api/documents/counts?journal_entry_ids=${entryIds.join(',')}`
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)
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const { data } = await res.json()
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setAttachmentCounts(data || {})
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} catch {
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console.error('Failed to fetch attachment counts')
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}
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}, [])
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useEffect(() => {
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fetchEntries()
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}, [periodId, page])
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@@ -34,11 +61,20 @@ export default function JournalEntryList({ periodId }: Props) {
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const res = await fetch(`/api/bookkeeping/journal-entries?${params}`)
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const { data, count: total } = await res.json()
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setEntries(data || [])
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const loadedEntries = data || []
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setEntries(loadedEntries)
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setCount(total || 0)
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setLoading(false)
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// Fetch attachment counts for the loaded entries
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const ids = loadedEntries.map((e: JournalEntry) => e.id)
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fetchAttachmentCounts(ids)
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}
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const handleAttachmentCountChange = useCallback((entryId: string, count: number) => {
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setAttachmentCounts((prev) => ({ ...prev, [entryId]: count }))
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}, [])
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const toggleExpand = (id: string) => {
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setExpandedId(expandedId === id ? null : id)
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}
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@@ -66,6 +102,12 @@ export default function JournalEntryList({ periodId }: Props) {
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salary_payment: 'Lön',
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opening_balance: 'Ingående balans',
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year_end: 'Årsbokslut',
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supplier_invoice_registered: 'Leverantörsfaktura',
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supplier_invoice_paid: 'Leverantörsbetalning',
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supplier_invoice_cash_payment: 'Kontant leverantörsbetalning',
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import: 'Import',
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storno: 'Storno',
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correction: 'Korrigering',
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}
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return labels[source] || source
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}
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@@ -90,10 +132,36 @@ export default function JournalEntryList({ periodId }: Props) {
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)
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}
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const filteredEntries = showMissingOnly
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? entries.filter(
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(e) =>
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NEEDS_ATTACHMENT.has(e.source_type) &&
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!attachmentCounts[e.id] &&
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e.status === 'posted'
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)
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: entries
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return (
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<div className="space-y-4">
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{/* Missing attachment filter */}
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<div className="flex items-center gap-2">
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<Switch
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id="missing-attachments"
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checked={showMissingOnly}
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onCheckedChange={setShowMissingOnly}
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/>
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<Label htmlFor="missing-attachments" className="text-sm cursor-pointer">
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Visa saknade underlag
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</Label>
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{showMissingOnly && (
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<Badge variant="secondary" className="text-xs">
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{filteredEntries.length}
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</Badge>
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)}
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</div>
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<div className="space-y-2">
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{entries.map((entry) => {
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{filteredEntries.map((entry) => {
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const isExpanded = expandedId === entry.id
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const lines = (entry.lines || []) as JournalEntryLine[]
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@@ -116,6 +184,19 @@ export default function JournalEntryList({ periodId }: Props) {
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{entry.entry_date}
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</span>
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<span className="flex-1 truncate">{entry.description}</span>
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{/* Attachment indicator */}
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{attachmentCounts[entry.id] ? (
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<span className="flex items-center gap-0.5 text-muted-foreground mr-1" title={`${attachmentCounts[entry.id]} underlag`}>
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<Paperclip className="h-3.5 w-3.5" />
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<span className="text-xs">{attachmentCounts[entry.id]}</span>
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</span>
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) : (
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NEEDS_ATTACHMENT.has(entry.source_type) && entry.status === 'posted' && (
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<span className="mr-1" title="Underlag saknas">
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<AlertTriangle className="h-3.5 w-3.5 text-amber-500" />
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</span>
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)
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)}
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<Badge variant="outline" className="text-xs mr-2">
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{sourceLabel(entry.source_type)}
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</Badge>
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@@ -178,6 +259,11 @@ export default function JournalEntryList({ periodId }: Props) {
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</tr>
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</tfoot>
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</table>
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<JournalEntryAttachments
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journalEntryId={entry.id}
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onCountChange={(c) => handleAttachmentCountChange(entry.id, c)}
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/>
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</CardContent>
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)}
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</Card>
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