Files
accounted/app/(dashboard)/page.tsx
T
Jakob WennbergandClaude Opus 4.6 091d043c85 feat: UI polish, lint fixes, onboarding redesign, help page expansion, and test improvements
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 23:05:49 +01:00

308 lines
10 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { redirect } from 'next/navigation'
import DashboardContent from '@/components/dashboard/DashboardContent'
import type { Deadline, ReceiptQueueSummary, OnboardingProgress } from '@/types'
export const dynamic = 'force-dynamic'
export default async function DashboardPage() {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
redirect('/login')
}
// Fetch profile for name
const { data: profile } = await supabase
.from('profiles')
.select('full_name')
.eq('id', user.id)
.single()
const firstName = profile?.full_name?.split(' ')[0] || null
// Fetch company settings
const { data: settings } = await supabase
.from('company_settings')
.select('*')
.eq('user_id', user.id)
.single()
// ── EF / AB dashboard ──────────────────────────────────────────────
// Fetch onboarding progress for new user checklist
const { count: customerCount } = await supabase
.from('customers')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
const { count: invoiceCount } = await supabase
.from('invoices')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
const { count: receiptCount } = await supabase
.from('receipts')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
const { count: transactionCount } = await supabase
.from('transactions')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
const onboardingProgress: OnboardingProgress = {
hasCustomers: (customerCount || 0) > 0,
hasInvoices: (invoiceCount || 0) > 0,
hasReceipts: (receiptCount || 0) > 0,
hasBankConnected: (transactionCount || 0) > 0,
}
// Fetch current year date boundaries
const startOfYearStr = new Date(new Date().getFullYear(), 0, 1).toISOString().split('T')[0]
const startOfMonthStr = new Date(new Date().getFullYear(), new Date().getMonth(), 1).toISOString().split('T')[0]
// Fetch posted journal entry lines for revenue/expense accounts (classes 3-7)
const { data: journalLines } = await supabase
.from('journal_entry_lines')
.select('account_number, debit_amount, credit_amount, journal_entry:journal_entries!inner(entry_date, status)')
.eq('journal_entry.status', 'posted')
.gte('journal_entry.entry_date', startOfYearStr)
// Calculate totals from journal entry lines using account classes
const calculateTotals = (lines: typeof journalLines, fromDate: string) => {
const filtered = (lines || []).filter((l) => {
const entry = l.journal_entry as unknown as { entry_date: string; status: string }
return entry.entry_date >= fromDate
})
let revenue = 0
let expenses = 0
for (const line of filtered) {
const acct = line.account_number
if (acct.startsWith('3')) {
// Revenue: class 3 — credit-normal accounts
revenue += Math.round(((line.credit_amount || 0) - (line.debit_amount || 0)) * 100) / 100
} else if (acct.startsWith('4') || acct.startsWith('5') || acct.startsWith('6') || acct.startsWith('7')) {
// Expenses: classes 4-7 — debit-normal accounts
expenses += Math.round(((line.debit_amount || 0) - (line.credit_amount || 0)) * 100) / 100
}
}
revenue = Math.round(revenue * 100) / 100
expenses = Math.round(expenses * 100) / 100
return { income: revenue, expenses, net: Math.round((revenue - expenses) * 100) / 100 }
}
const ytdTotals = calculateTotals(journalLines, startOfYearStr)
const mtdTotals = calculateTotals(journalLines, startOfMonthStr)
// Fetch uncategorized transaction counts (still useful for the alert)
const { data: transactions } = await supabase
.from('transactions')
.select('amount, amount_sek, is_business')
.eq('user_id', user.id)
.gte('date', startOfYearStr)
const uncategorizedTxns = (transactions || []).filter(
(t) => t.is_business === null
)
const uncategorizedCount = uncategorizedTxns.length
const uncategorizedIncome = uncategorizedTxns
.filter((t) => t.amount > 0)
.reduce((sum, t) => sum + Number(t.amount_sek || t.amount), 0)
const uncategorizedExpenses = uncategorizedTxns
.filter((t) => t.amount < 0)
.reduce((sum, t) => sum + Math.abs(Number(t.amount_sek || t.amount)), 0)
// Fetch unpaid invoices with VAT amounts
const { data: unpaidInvoices } = await supabase
.from('invoices')
.select('total, total_sek, vat_amount, vat_amount_sek, status')
.eq('user_id', user.id)
.in('status', ['sent', 'overdue'])
const unpaidTotal = (unpaidInvoices || []).reduce(
(sum, inv) => sum + Number(inv.total_sek || inv.total),
0
)
// Calculate VAT from unpaid invoices (this is VAT we've invoiced but not yet received)
const unpaidVatTotal = (unpaidInvoices || []).reduce(
(sum, inv) => sum + Number(inv.vat_amount_sek || inv.vat_amount || 0),
0
)
const overdueCount = (unpaidInvoices || []).filter(
(inv) => inv.status === 'overdue'
).length
// Fetch bank balance and consent info (if connected)
const { data: bankConnections } = await supabase
.from('bank_connections')
.select('id, accounts_data, status, consent_expires, bank_name')
.eq('user_id', user.id)
.eq('status', 'active')
let bankBalance: number | null = null
if (bankConnections && bankConnections.length > 0) {
const allBalances = bankConnections.flatMap(conn => {
const accounts = conn.accounts_data as { balance: number }[] | null
return accounts || []
})
if (allBalances.length > 0) {
bankBalance = allBalances.reduce((sum, acc) => sum + (acc.balance || 0), 0)
}
}
// Compute expiring bank connections (consent expires within 14 days)
const nowMs = new Date().getTime()
const expiringBankConnections = (bankConnections || [])
.filter(conn => {
if (!conn.consent_expires) return false
const daysLeft = Math.ceil(
(new Date(conn.consent_expires).getTime() - nowMs) / (1000 * 60 * 60 * 24)
)
return daysLeft > 0 && daysLeft <= 14
})
.map(conn => ({
id: conn.id as string,
bank_name: conn.bank_name as string,
days_left: Math.ceil(
(new Date(conn.consent_expires!).getTime() - nowMs) / (1000 * 60 * 60 * 24)
),
}))
// Fetch upcoming deadlines (next 7 days + overdue)
const now = new Date()
const today = now.toISOString().split('T')[0]
const nextWeek = new Date(now.getTime() + 7 * 24 * 60 * 60 * 1000).toISOString().split('T')[0]
const { data: deadlines } = await supabase
.from('deadlines')
.select('*, customer:customers(id, name)')
.eq('user_id', user.id)
.eq('is_completed', false)
.or(`due_date.lt.${today},due_date.lte.${nextWeek}`)
.order('due_date', { ascending: true })
// Fetch receipt queue summary
const { count: pendingReviewCount } = await supabase
.from('receipts')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
.eq('status', 'extracted')
const { count: unmatchedReceiptsCount } = await supabase
.from('receipts')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
.eq('status', 'confirmed')
.is('matched_transaction_id', null)
const { count: unmatchedTransactionsCount } = await supabase
.from('transactions')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
.lt('amount', 0)
.is('receipt_id', null)
// Count journal entries missing underlag (documents)
// Source types that require supporting documents
const needsDocSourceTypes = [
'manual',
'bank_transaction',
'supplier_invoice_registered',
'supplier_invoice_paid',
'supplier_invoice_cash_payment',
'import',
]
const { count: postedEntriesCount } = await supabase
.from('journal_entries')
.select('*', { count: 'exact', head: true })
.eq('user_id', user.id)
.eq('status', 'posted')
.in('source_type', needsDocSourceTypes)
const { data: entriesWithDocs } = await supabase
.from('document_attachments')
.select('journal_entry_id')
.eq('user_id', user.id)
.eq('is_current_version', true)
.not('journal_entry_id', 'is', null)
const uniqueEntriesWithDocs = new Set(
(entriesWithDocs || []).map((d) => d.journal_entry_id)
).size
const missingUnderlagCount = Math.max(0, (postedEntriesCount || 0) - uniqueEntriesWithDocs)
// Calculate receipt streak
const { data: recentReceiptActivity } = await supabase
.from('receipts')
.select('created_at')
.eq('user_id', user.id)
.eq('status', 'confirmed')
.order('created_at', { ascending: false })
.limit(30)
let streakCount = 0
if (recentReceiptActivity && recentReceiptActivity.length > 0) {
const todayDate = new Date()
todayDate.setHours(0, 0, 0, 0)
const activityDates = new Set(
recentReceiptActivity.map((r) => new Date(r.created_at).toISOString().split('T')[0])
)
const checkDate = new Date(todayDate)
while (activityDates.has(checkDate.toISOString().split('T')[0])) {
streakCount++
checkDate.setDate(checkDate.getDate() - 1)
}
}
const receiptQueue: ReceiptQueueSummary = {
unmatched_receipts_count: unmatchedReceiptsCount || 0,
unmatched_transactions_count: unmatchedTransactionsCount || 0,
pending_review_count: pendingReviewCount || 0,
streak_count: streakCount,
}
// Fetch enabled extension toggles
const { data: enabledToggles } = await supabase
.from('extension_toggles')
.select('sector_slug, extension_slug')
.eq('user_id', user.id)
.eq('enabled', true)
return (
<DashboardContent
firstName={firstName}
settings={settings}
summary={{
ytd: ytdTotals,
mtd: mtdTotals,
uncategorizedCount,
uncategorizedIncome,
uncategorizedExpenses,
unpaidInvoicesCount: (unpaidInvoices || []).length,
unpaidInvoicesTotal: unpaidTotal,
unpaidVatTotal,
overdueInvoicesCount: overdueCount,
bankBalance,
expiringBankConnections,
deadlines: (deadlines || []) as Deadline[],
receiptQueue,
missingUnderlagCount,
}}
onboardingProgress={onboardingProgress}
enabledExtensions={enabledToggles || []}
/>
)
}