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:
Jakob Wennberg
2026-02-20 17:16:22 +01:00
co-authored by Claude Opus 4.6
parent ba94f60d06
commit d0c0d8a7d2
23 changed files with 2065 additions and 302 deletions
+51
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'use client'
import { BarChart, Bar, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer, Legend } from 'recharts'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
export interface MonthlyDataPoint {
label: string
income: number
expenses: number
}
interface IncomeExpenseChartProps {
months: MonthlyDataPoint[]
}
export function IncomeExpenseChart({ months }: IncomeExpenseChartProps) {
if (months.length === 0) return null
return (
<Card className="mb-4">
<CardHeader className="pb-2">
<CardTitle className="text-base">Intäkter vs Kostnader per månad</CardTitle>
</CardHeader>
<CardContent>
<ResponsiveContainer width="100%" height={300}>
<BarChart
data={months}
margin={{ top: 5, right: 30, left: 20, bottom: 5 }}
>
<CartesianGrid strokeDasharray="3 3" vertical={false} />
<XAxis dataKey="label" tick={{ fontSize: 12 }} />
<YAxis
tickFormatter={(v) => new Intl.NumberFormat('sv-SE', { notation: 'compact' }).format(v)}
/>
<Tooltip
formatter={(value, name) => [
new Intl.NumberFormat('sv-SE', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(Number(value)) + ' kr',
name === 'income' ? 'Intäkter' : 'Kostnader',
]}
/>
<Legend
formatter={(value) => (value === 'income' ? 'Intäkter' : 'Kostnader')}
/>
<Bar dataKey="income" fill="hsl(var(--chart-1))" radius={[4, 4, 0, 0]} />
<Bar dataKey="expenses" fill="hsl(var(--chart-2))" radius={[4, 4, 0, 0]} />
</BarChart>
</ResponsiveContainer>
</CardContent>
</Card>
)
}
+69
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'use client'
import { useMemo } from 'react'
import { BarChart, Bar, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer, Cell } from 'recharts'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import type { TrialBalanceRow } from '@/types'
interface TrialBalanceChartProps {
rows: TrialBalanceRow[]
}
export function TrialBalanceChart({ rows }: TrialBalanceChartProps) {
const chartData = useMemo(() => {
return rows
.map((row) => ({
name: `${row.account_number} ${row.account_name}`,
account: row.account_number,
net: Math.round((row.closing_debit - row.closing_credit) * 100) / 100,
}))
.sort((a, b) => Math.abs(b.net) - Math.abs(a.net))
.slice(0, 10)
}, [rows])
if (chartData.length === 0) return null
return (
<Card className="mb-4">
<CardHeader className="pb-2">
<CardTitle className="text-base">Topp 10 konton (nettosaldo)</CardTitle>
</CardHeader>
<CardContent>
<ResponsiveContainer width="100%" height={300}>
<BarChart
data={chartData}
layout="vertical"
margin={{ top: 5, right: 30, left: 20, bottom: 5 }}
>
<CartesianGrid strokeDasharray="3 3" horizontal={false} />
<XAxis
type="number"
tickFormatter={(v) => new Intl.NumberFormat('sv-SE', { notation: 'compact' }).format(v)}
/>
<YAxis
type="category"
dataKey="account"
width={50}
tick={{ fontSize: 12 }}
/>
<Tooltip
formatter={(value) => [
new Intl.NumberFormat('sv-SE', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(Number(value)) + ' kr',
'Netto',
]}
labelFormatter={(label) => chartData.find((d) => d.account === String(label))?.name || String(label)}
/>
<Bar dataKey="net" radius={[0, 4, 4, 0]}>
{chartData.map((entry) => (
<Cell
key={entry.account}
fill={entry.net >= 0 ? 'hsl(var(--chart-1))' : 'hsl(var(--chart-2))'}
/>
))}
</Bar>
</BarChart>
</ResponsiveContainer>
</CardContent>
</Card>
)
}
@@ -0,0 +1,64 @@
'use client'
import { useMemo } from 'react'
import { PieChart, Pie, Cell, Tooltip, ResponsiveContainer, Legend } from 'recharts'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import type { VatDeclarationRutor } from '@/types'
interface VatCompositionChartProps {
rutor: VatDeclarationRutor
}
const COLORS = [
'hsl(var(--chart-1))',
'hsl(var(--chart-2))',
'hsl(var(--chart-3))',
'hsl(var(--chart-4))',
]
export function VatCompositionChart({ rutor }: VatCompositionChartProps) {
const chartData = useMemo(() => {
const segments = [
{ name: 'Utgående 25%', value: rutor.ruta05 },
{ name: 'Utgående 12%', value: rutor.ruta06 },
{ name: 'Utgående 6%', value: rutor.ruta07 },
{ name: 'Ingående moms', value: rutor.ruta48 },
]
return segments.filter((s) => s.value > 0)
}, [rutor])
if (chartData.length === 0) return null
return (
<Card className="mb-4">
<CardHeader className="pb-2">
<CardTitle className="text-base">Momsfördelning</CardTitle>
</CardHeader>
<CardContent>
<ResponsiveContainer width="100%" height={250}>
<PieChart>
<Pie
data={chartData}
cx="50%"
cy="50%"
innerRadius={60}
outerRadius={90}
paddingAngle={2}
dataKey="value"
>
{chartData.map((_, index) => (
<Cell key={index} fill={COLORS[index % COLORS.length]} />
))}
</Pie>
<Tooltip
formatter={(value) => [
new Intl.NumberFormat('sv-SE', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(Number(value)) + ' kr',
]}
/>
<Legend />
</PieChart>
</ResponsiveContainer>
</CardContent>
</Card>
)
}