* feat: import system improvements, INK2 fix, and Swedish text corrections - SIE parser: Windows-1252 and CP437 encoding detection and decoding - Bank file parser: add Nordea Business (Företag) CSV format - Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV - INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years - Dashboard: parallel Supabase queries, simplified dashboard page - Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures - Import wizard UI improvements across all steps - Migration: add 'bas_range' match type to sie_account_mappings constraint - Extensive new tests for SIE parser encoding and bank file parser Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding Arcim migration wizard improvements: - Progress bar now excludes non-interactive steps (migrating/result) - Fix OAuth text to match target="_blank" behavior (new tab, not redirect) - Display month names instead of "Månad X" in preview - Fix Swedish typo "förifylla" in no-company-info message - Replace native checkboxes with shadcn Switch in options step - Add ConfirmationDialog before starting migration - Show progress percentage during migration - Add "Nästa steg" guidance and navigation links in result step - Add "Försök igen" button in error state (returns to options) - Add Bokio company ID help text (GUID from URL) - Add Fortnox integration add-on hint on connection failure Also includes: SIE import system improvements, INK2 fixes, Swedish text corrections, Sentry error tracking setup, and arcim-migration extension scaffolding. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback - Fix OAuth error recovery blank page (restore provider from URL params) - Pass real userId to MigrationWizard instead of empty string - Remove ~50 debug console.log statements from sie-import.ts - Fix comment referencing account 3740 → 3741 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: comprehensive UI design audit and normalization Dashboard audit: - Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA - Add prefers-reduced-motion media query for all animations - Replace border-l-2 accent anti-pattern with subtle full-border colors - Add aria-expanded to toggle buttons, role="status" to live counters - Fix touch targets on deadline buttons (28px → 36px) - Vary section spacing for rhythm (mb-12/mb-10/mb-8) - Remove unused imports and dead code Transactions audit + hardening: - Add pagination (200 per page) with "Ladda fler" button - Replace height animation with transform-only exit animation - Show batch progress in floating action bar during processing - Fix batch bar mobile overlap (bottom-20 on mobile) - Replace clickable badges with proper button elements - Add safe area padding to fullscreen swipe view - Add response.ok check to suggestion fetch - Add truncation to invoice number buttons Invoicing audit: - Remove border-l-4 accent pattern from invoice cards - Replace string concatenation with cn() utility Systemic sweep (34 files): - All page headings: font-bold → font-display font-medium (Fraunces) - All stat numbers: font-bold → font-display font-medium tabular-nums - All hard-coded blue/amber/emerald colors → design tokens - Remove all dark mode overrides (tokens handle automatically) - Tint pure white card background to 99% Design context added to CLAUDE.md with brand personality, aesthetic direction, and 5 design principles. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: bookkeeping flow audit — design system, accessibility, UX - Replace raw <select> with shadcn Select component (JournalEntryForm) - Add confirmation dialog for account deletion (ChartOfAccountsManager) - Remove console.error from production code (JournalEntryList, JournalEntryForm) - Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager) - Increase BAS catalog "Lägg till" touch target h-7 → h-9 - Improve loading state with spinner (JournalEntryList) - Improve empty state with icon, description, and guidance (JournalEntryList) - Add response.ok check on journal entry fetch - Add aria-expanded to entry expand buttons - Add tabular-nums to desktop debit/credit columns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: onboarding and empty state improvements Onboarding: - Replace font-serif with font-display (Fraunces) for brand consistency - Remove console.error calls from production code Empty states: - Fix broken /transactions/new link in EmptyTransactions (route doesn't exist) - Add actionHref fallback to EmptyCustomers when no onAction prop provided - Improve EmptyTransactions description copy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: clarify Swedish UX copy — terminology, errors, descriptions Terminology consistency: - "Försenad" → "Förfallen" for overdue invoices (customers/[id]) - "bokföringsorder" → actionable description in bookkeeping page - "verifikation har bifogats" → "underlag har bifogats" in doc warning - "Fortsätt ändå" → "Bokför utan underlag" (specific action) Error messages — replace generic "Fel" + "Något gick fel" with specific: - "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras" - "Något gick fel vid matchning" → "Transaktionen kunde inte matchas" - "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint - Add "Försök igen" guidance to all error toasts Page descriptions — replace redundant with actionable: - Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor" - Bookkeeping: list of features → actionable description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: design critique — dashboard affordance, reports description Dashboard: - Add ChevronRight indicator to clickable summary cards (Att få betalt, Koppla bank) to distinguish from static cards - Add cursor-pointer to linked cards Reports: - Replace feature list description with actionable guidance "Huvudbok, grundbok..." → "Generera skattedeklarationer..." Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace generic "Fel" error toasts with specific messages Deadlines: 5 generic "Fel" → specific per-action titles (create, toggle, edit, delete, load) Expenses detail: 5 generic "Fel" → specific per-action titles (load, approve, pay, credit, delete) Expenses new: 3 generic "Fel" → instructional validation messages (supplier name, supplier selection, invoice number) Customers: 1 generic "Fel" → specific load error with recovery hint All error toasts now follow pattern: title = what failed, description = how to recover Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace all remaining generic "Fel" error toasts (37 instances) Systematic sweep across 12 dashboard pages replacing generic title: 'Fel' with context-specific error titles: - Load errors: "Kunde inte ladda [resurs]" - Action errors: "[Åtgärd] misslyckades" - Validation: "[Fält] saknas" Every error toast now tells the user what failed without needing to read the description. Recovery hints added where missing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: import flow — normalize stat typography, remove console.warn - Replace font-bold with font-display font-medium on 13 stat numbers across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep, ImportResultStep (missed by systemic sweep since these are in components/import/, not app/(dashboard)/) - Add tabular-nums to stat numbers displaying counts/currency - Remove console.warn in ArcimMigrationWorkspace Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: final cleanup — console statements, remaining font-bold stats Remove production console statements: - Step1EntityType: remove debug console.warn (dead code after onNext) - TransactionBookingDialog: remove console.error on doc link failure - JournalEntryAttachments: remove 3 console.error calls Normalize remaining font-bold stat displays: - SwipeCategorizationView: 3 instances (completion, amount displays) - NEDeclarationView: yearly result heading + value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback loadMoreTransactions: add inbox item enrichment matching fetchTransactions - Paginated transactions now fetch invoice_inbox_items in parallel - Fixes missing document indicator, template suggestions, and inbox match card for transactions loaded via "Ladda fler" fetchAllPages: add maxPages guard (default 500) to prevent infinite loop - If Arcim gateway returns hasMore:true indefinitely, the loop now exits after 500 pages instead of running forever Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: minimize CLAUDE.md — remove derivable content, fix stale data Remove ~230 lines (51% reduction) of content that duplicates what's already in the source code (directory tree, function tables, type definitions, migration lists). Update migration count (63→65), add missing test helpers, fix cron job list. Keep all high-value sections: accounting guard rails, BAS accounts, VAT rutor, design context. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements - Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits - Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes - SIE import: Parser and import fixes with new migration - BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259) - Dashboard: New SIE import and stale uncategorized transaction queries - Onboarding: Enhanced NewUserChecklist - Period service: Improvements with updated tests - Transaction ingest: Updated logic and tests Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps - Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice' - Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix) - Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window - Deduplicate migration timestamps: rename SIE migration to 20260316120100 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
230 lines
9.5 KiB
TypeScript
230 lines
9.5 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { redirect } from 'next/navigation'
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import DashboardContent from '@/components/dashboard/DashboardContent'
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import type { Deadline, ReceiptQueueSummary, OnboardingProgress } from '@/types'
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export const dynamic = 'force-dynamic'
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export default async function DashboardPage() {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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redirect('/login')
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}
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// Fetch current year date boundaries
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const startOfYearStr = new Date(new Date().getFullYear(), 0, 1).toISOString().split('T')[0]
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const startOfMonthStr = new Date(new Date().getFullYear(), new Date().getMonth(), 1).toISOString().split('T')[0]
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const now = new Date()
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const today = now.toISOString().split('T')[0]
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const nextWeek = new Date(now.getTime() + 7 * 24 * 60 * 60 * 1000).toISOString().split('T')[0]
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// Source types that require supporting documents
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const needsDocSourceTypes = [
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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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// Fetch all data in parallel
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const [
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{ data: profile },
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{ data: settings },
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{ count: customerCount },
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{ count: invoiceCount },
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{ count: receiptCount },
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{ count: transactionCount },
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{ data: journalLines },
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{ data: transactions },
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{ data: unpaidInvoices },
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{ data: bankConnections },
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{ data: deadlines },
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{ count: pendingReviewCount },
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{ count: unmatchedReceiptsCount },
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{ count: unmatchedTransactionsCount },
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{ count: postedEntriesCount },
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{ data: entriesWithDocs },
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{ data: recentReceiptActivity },
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{ data: enabledToggles },
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{ count: sieImportCount },
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{ count: staleUncategorizedCount },
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] = await Promise.all([
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supabase.from('profiles').select('full_name').eq('id', user.id).single(),
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supabase.from('company_settings').select('*').eq('user_id', user.id).single(),
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supabase.from('customers').select('*', { count: 'exact', head: true }).eq('user_id', user.id),
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supabase.from('invoices').select('*', { count: 'exact', head: true }).eq('user_id', user.id),
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supabase.from('receipts').select('*', { count: 'exact', head: true }).eq('user_id', user.id),
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supabase.from('transactions').select('*', { count: 'exact', head: true }).eq('user_id', user.id),
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supabase.from('journal_entry_lines')
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.select('account_number, debit_amount, credit_amount, journal_entry:journal_entries!inner(entry_date, status)')
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.eq('journal_entry.status', 'posted')
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.gte('journal_entry.entry_date', startOfYearStr),
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supabase.from('transactions').select('amount, amount_sek, is_business').eq('user_id', user.id).gte('date', startOfYearStr),
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supabase.from('invoices').select('total, total_sek, vat_amount, vat_amount_sek, status').eq('user_id', user.id).in('status', ['sent', 'overdue']),
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supabase.from('bank_connections').select('id, accounts_data, status, consent_expires, bank_name').eq('user_id', user.id).eq('status', 'active'),
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supabase.from('deadlines').select('*, customer:customers(id, name)').eq('user_id', user.id).eq('is_completed', false)
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.or(`due_date.lt.${today},due_date.lte.${nextWeek}`).order('due_date', { ascending: true }),
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supabase.from('receipts').select('*', { count: 'exact', head: true }).eq('user_id', user.id).eq('status', 'extracted'),
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supabase.from('receipts').select('*', { count: 'exact', head: true }).eq('user_id', user.id).eq('status', 'confirmed').is('matched_transaction_id', null),
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supabase.from('transactions').select('*', { count: 'exact', head: true }).eq('user_id', user.id).lt('amount', 0).is('receipt_id', null),
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supabase.from('journal_entries').select('*', { count: 'exact', head: true }).eq('user_id', user.id).eq('status', 'posted').in('source_type', needsDocSourceTypes),
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supabase.from('document_attachments').select('journal_entry_id').eq('user_id', user.id).eq('is_current_version', true).not('journal_entry_id', 'is', null),
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supabase.from('receipts').select('created_at').eq('user_id', user.id).eq('status', 'confirmed').order('created_at', { ascending: false }).limit(30),
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supabase.from('extension_toggles').select('sector_slug, extension_slug').eq('user_id', user.id).eq('enabled', true),
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supabase.from('sie_imports').select('*', { count: 'exact', head: true }).eq('user_id', user.id).eq('status', 'completed'),
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supabase.from('transactions').select('*', { count: 'exact', head: true }).eq('user_id', user.id).is('journal_entry_id', null).not('is_business', 'eq', false).lt('date', new Date(now.getTime() - 14 * 24 * 60 * 60 * 1000).toISOString().split('T')[0]),
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])
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const firstName = profile?.full_name?.split(' ')[0] || null
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const onboardingProgress: OnboardingProgress = {
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hasCustomers: (customerCount || 0) > 0,
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hasInvoices: (invoiceCount || 0) > 0,
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hasBankConnected: (transactionCount || 0) > 0,
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hasSIEImport: (sieImportCount || 0) > 0,
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}
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// Calculate totals from journal entry lines using account classes
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const calculateTotals = (lines: typeof journalLines, fromDate: string) => {
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const filtered = (lines || []).filter((l) => {
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const entry = l.journal_entry as unknown as { entry_date: string; status: string }
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return entry.entry_date >= fromDate
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})
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let revenue = 0
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let expenses = 0
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for (const line of filtered) {
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const acct = line.account_number
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if (acct.startsWith('3')) {
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// Revenue: class 3 — credit-normal accounts
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revenue += Math.round(((line.credit_amount || 0) - (line.debit_amount || 0)) * 100) / 100
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} else if (acct.startsWith('4') || acct.startsWith('5') || acct.startsWith('6') || acct.startsWith('7')) {
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// Expenses: classes 4-7 — debit-normal accounts
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expenses += Math.round(((line.debit_amount || 0) - (line.credit_amount || 0)) * 100) / 100
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}
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}
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revenue = Math.round(revenue * 100) / 100
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expenses = Math.round(expenses * 100) / 100
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return { income: revenue, expenses, net: Math.round((revenue - expenses) * 100) / 100 }
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}
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const ytdTotals = calculateTotals(journalLines, startOfYearStr)
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const mtdTotals = calculateTotals(journalLines, startOfMonthStr)
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const uncategorizedTxns = (transactions || []).filter(
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(t) => t.is_business === null
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)
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const uncategorizedCount = uncategorizedTxns.length
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const uncategorizedIncome = uncategorizedTxns
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.filter((t) => t.amount > 0)
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.reduce((sum, t) => sum + Number(t.amount_sek || t.amount), 0)
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const uncategorizedExpenses = uncategorizedTxns
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.filter((t) => t.amount < 0)
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.reduce((sum, t) => sum + Math.abs(Number(t.amount_sek || t.amount)), 0)
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const unpaidTotal = (unpaidInvoices || []).reduce(
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(sum, inv) => sum + Number(inv.total_sek || inv.total),
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0
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)
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const unpaidVatTotal = (unpaidInvoices || []).reduce(
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(sum, inv) => sum + Number(inv.vat_amount_sek || inv.vat_amount || 0),
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0
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)
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const overdueCount = (unpaidInvoices || []).filter(
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(inv) => inv.status === 'overdue'
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).length
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let bankBalance: number | null = null
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if (bankConnections && bankConnections.length > 0) {
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const allBalances = bankConnections.flatMap(conn => {
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const accounts = conn.accounts_data as { balance: number }[] | null
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return accounts || []
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})
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if (allBalances.length > 0) {
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bankBalance = allBalances.reduce((sum, acc) => sum + (acc.balance || 0), 0)
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}
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}
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const nowMs = new Date().getTime()
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const expiringBankConnections = (bankConnections || [])
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.filter(conn => {
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if (!conn.consent_expires) return false
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const daysLeft = Math.ceil(
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(new Date(conn.consent_expires).getTime() - nowMs) / (1000 * 60 * 60 * 24)
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)
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return daysLeft > 0 && daysLeft <= 14
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})
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.map(conn => ({
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id: conn.id as string,
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bank_name: conn.bank_name as string,
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days_left: Math.ceil(
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(new Date(conn.consent_expires!).getTime() - nowMs) / (1000 * 60 * 60 * 24)
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),
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}))
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const uniqueEntriesWithDocs = new Set(
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(entriesWithDocs || []).map((d) => d.journal_entry_id)
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).size
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const missingUnderlagCount = Math.max(0, (postedEntriesCount || 0) - uniqueEntriesWithDocs)
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let streakCount = 0
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if (recentReceiptActivity && recentReceiptActivity.length > 0) {
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const todayDate = new Date()
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todayDate.setHours(0, 0, 0, 0)
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const activityDates = new Set(
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recentReceiptActivity.map((r) => new Date(r.created_at).toISOString().split('T')[0])
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)
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const checkDate = new Date(todayDate)
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while (activityDates.has(checkDate.toISOString().split('T')[0])) {
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streakCount++
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checkDate.setDate(checkDate.getDate() - 1)
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}
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}
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const receiptQueue: ReceiptQueueSummary = {
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unmatched_receipts_count: unmatchedReceiptsCount || 0,
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unmatched_transactions_count: unmatchedTransactionsCount || 0,
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pending_review_count: pendingReviewCount || 0,
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streak_count: streakCount,
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}
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return (
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<DashboardContent
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firstName={firstName}
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settings={settings}
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summary={{
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ytd: ytdTotals,
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mtd: mtdTotals,
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uncategorizedCount,
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uncategorizedIncome,
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uncategorizedExpenses,
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unpaidInvoicesCount: (unpaidInvoices || []).length,
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unpaidInvoicesTotal: unpaidTotal,
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unpaidVatTotal,
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overdueInvoicesCount: overdueCount,
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bankBalance,
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expiringBankConnections,
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deadlines: (deadlines || []) as Deadline[],
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receiptQueue,
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missingUnderlagCount,
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staleUncategorizedCount: staleUncategorizedCount || 0,
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}}
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onboardingProgress={onboardingProgress}
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enabledExtensions={enabledToggles || []}
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/>
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)
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}
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