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
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
ba94f60d06
commit
d0c0d8a7d2
@@ -0,0 +1,217 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { createMockSupabase } from '@/tests/helpers'
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// Mock Supabase server client
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const { supabase, mockResult } = createMockSupabase()
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vi.mock('@/lib/supabase/server', () => ({
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createClient: vi.fn(() => supabase),
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}))
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import { generateMonthlyBreakdown } from '../monthly-breakdown'
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beforeEach(() => {
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vi.clearAllMocks()
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})
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describe('generateMonthlyBreakdown', () => {
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it('returns empty months when no fiscal period found', async () => {
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mockResult({ data: null, error: { message: 'not found' } })
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const result = await generateMonthlyBreakdown('user-1', 'period-1')
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expect(result.months).toEqual([])
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})
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it('returns empty months when no journal entries exist', async () => {
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// First call: fiscal period
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mockResult({
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data: { start_date: '2024-01-01', end_date: '2024-12-31' },
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error: null,
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})
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// We need two sequential calls with different results.
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// The proxy-based mock returns the same result for all calls,
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// so we re-mock after the first await completes.
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// Instead, test that an empty lines result returns initialized months.
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// For this test, override at the supabase.from level to return different chains
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let callCount = 0
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supabase.from.mockImplementation(() => {
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callCount++
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if (callCount === 1) {
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// fiscal_periods query
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return {
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select: () => ({
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eq: () => ({
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eq: () => ({
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single: () =>
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Promise.resolve({
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data: { start_date: '2024-01-01', end_date: '2024-12-31' },
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error: null,
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}),
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}),
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}),
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}),
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}
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}
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// journal_entry_lines query
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return {
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select: () => ({
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eq: () => ({
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eq: () => ({
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eq: () =>
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Promise.resolve({
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data: [],
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error: null,
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}),
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}),
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}),
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}),
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}
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})
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const result = await generateMonthlyBreakdown('user-1', 'period-1')
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expect(result.months.length).toBe(12)
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expect(result.months[0].label).toBe('Jan')
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expect(result.months[0].income).toBe(0)
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expect(result.months[0].expenses).toBe(0)
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expect(result.months[11].label).toBe('Dec')
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})
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it('correctly classifies revenue (class 3) and expense (class 4-7) accounts', async () => {
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let callCount = 0
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supabase.from.mockImplementation(() => {
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callCount++
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if (callCount === 1) {
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return {
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select: () => ({
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eq: () => ({
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eq: () => ({
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single: () =>
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Promise.resolve({
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data: { start_date: '2024-01-01', end_date: '2024-03-31' },
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error: null,
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}),
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}),
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}),
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}),
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}
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}
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return {
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select: () => ({
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eq: () => ({
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eq: () => ({
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eq: () =>
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Promise.resolve({
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data: [
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{
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account_number: '3001',
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debit: 0,
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credit: 10000,
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journal_entry: { entry_date: '2024-01-15', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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{
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account_number: '5010',
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debit: 3000,
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credit: 0,
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journal_entry: { entry_date: '2024-01-20', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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{
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account_number: '3001',
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debit: 0,
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credit: 5000,
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journal_entry: { entry_date: '2024-02-10', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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{
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account_number: '6200',
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debit: 1500,
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credit: 0,
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journal_entry: { entry_date: '2024-02-15', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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],
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error: null,
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}),
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}),
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}),
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}),
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}
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})
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const result = await generateMonthlyBreakdown('user-1', 'period-1')
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// January
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const jan = result.months.find((m) => m.label === 'Jan')!
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expect(jan.income).toBe(10000)
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expect(jan.expenses).toBe(3000)
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expect(jan.net).toBe(7000)
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// February
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const feb = result.months.find((m) => m.label === 'Feb')!
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expect(feb.income).toBe(5000)
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expect(feb.expenses).toBe(1500)
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expect(feb.net).toBe(3500)
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// March should be zero
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const mar = result.months.find((m) => m.label === 'Mar')!
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expect(mar.income).toBe(0)
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expect(mar.expenses).toBe(0)
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})
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it('ignores non-revenue/expense accounts (class 1, 2, 8)', async () => {
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let callCount = 0
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supabase.from.mockImplementation(() => {
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callCount++
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if (callCount === 1) {
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return {
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select: () => ({
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eq: () => ({
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eq: () => ({
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single: () =>
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Promise.resolve({
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data: { start_date: '2024-01-01', end_date: '2024-01-31' },
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error: null,
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}),
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}),
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}),
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}),
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}
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}
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return {
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select: () => ({
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eq: () => ({
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eq: () => ({
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eq: () =>
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Promise.resolve({
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data: [
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{
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account_number: '1930',
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debit: 10000,
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credit: 0,
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journal_entry: { entry_date: '2024-01-15', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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{
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account_number: '2611',
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debit: 0,
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credit: 2500,
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journal_entry: { entry_date: '2024-01-15', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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{
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account_number: '8999',
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debit: 500,
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credit: 0,
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journal_entry: { entry_date: '2024-01-20', status: 'posted', user_id: 'user-1', fiscal_period_id: 'period-1' },
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},
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],
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error: null,
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}),
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}),
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}),
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}),
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}
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})
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const result = await generateMonthlyBreakdown('user-1', 'period-1')
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const jan = result.months.find((m) => m.label === 'Jan')!
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expect(jan.income).toBe(0)
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expect(jan.expenses).toBe(0)
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})
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})
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