Files
accounted/components/dashboard/DashboardContent.tsx
T
EmilandClaude Opus 4.6 ce66a21010 feat: add document bucket auto-creation, extension defaults, and chat widget on dashboard
Auto-create documents storage bucket on first upload. Default legacy general
extensions to enabled when no toggle row exists. Add ChatWidget to dashboard
root page with open-ai-chat event support and AI assistant quick action.
Add ensureInitialized to supplier invoices route for event emission.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 13:00:16 +01:00

556 lines
24 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import Link from 'next/link'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { cn, formatCurrency } from '@/lib/utils'
import {
calculateEFTax,
calculateABTax,
getEnhancedTaxWarningStatus
} from '@/lib/tax/calculator'
import FSkattWarningCard from '@/components/dashboard/FSkattWarningCard'
import { UpcomingDeadlinesWidget } from '@/components/calendar/UpcomingDeadlinesWidget'
import NewUserChecklist from '@/components/onboarding/NewUserChecklist'
import {
TrendingUp,
TrendingDown,
Receipt,
ArrowLeftRight,
ChevronDown,
ChevronUp,
ArrowRight,
Camera,
Users,
Landmark,
CheckCircle2,
ClipboardList,
MessageCircle,
} from 'lucide-react'
import type { CompanySettings, EntityType, Deadline, ReceiptQueueSummary, OnboardingProgress } from '@/types'
interface DashboardContentProps {
firstName?: string | null
settings: CompanySettings | null
summary: {
ytd: { income: number; expenses: number; net: number }
mtd: { income: number; expenses: number; net: number }
uncategorizedCount: number
uncategorizedIncome: number
uncategorizedExpenses: number
unpaidInvoicesCount: number
unpaidInvoicesTotal: number
unpaidVatTotal: number
overdueInvoicesCount: number
bankBalance: number | null
deadlines: Deadline[]
receiptQueue: ReceiptQueueSummary | null
}
onboardingProgress?: OnboardingProgress
}
export default function DashboardContent({ firstName, settings, summary, onboardingProgress }: DashboardContentProps) {
const [showAllAlerts, setShowAllAlerts] = useState(false)
const [showMore, setShowMore] = useState(false)
const entityType = (settings?.entity_type as EntityType) || 'enskild_firma'
const preliminaryTaxMonthly = settings?.preliminary_tax_monthly || 0
const currentMonth = new Date().getMonth() + 1
const preliminaryTaxPaidYTD = preliminaryTaxMonthly * currentMonth
const totalTaxableIncome = summary.ytd.net
const taxEstimate =
entityType === 'enskild_firma'
? calculateEFTax(totalTaxableIncome, preliminaryTaxPaidYTD, null, summary.unpaidVatTotal)
: calculateABTax(totalTaxableIncome, 0, preliminaryTaxPaidYTD, summary.unpaidVatTotal)
const taxWarning = getEnhancedTaxWarningStatus(taxEstimate, preliminaryTaxMonthly, currentMonth)
const formatLargeNumber = (amount: number) => {
return new Intl.NumberFormat('sv-SE', {
style: 'decimal',
minimumFractionDigits: 0,
maximumFractionDigits: 0,
}).format(amount)
}
const isNewUser = onboardingProgress && !onboardingProgress.hasInvoices && !onboardingProgress.hasCustomers
// Build alert items for "Att hantera" section
const alertItems: React.ReactNode[] = []
if (summary.overdueInvoicesCount > 0) {
alertItems.push(
<Link key="overdue" href="/invoices?status=unpaid" className="group">
<Card className="h-full border-l-2 border-l-destructive hover:bg-muted/20 transition-colors">
<CardContent className="p-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<Receipt className="h-4 w-4 text-destructive flex-shrink-0" />
<div>
<p className="font-medium text-sm">Förfallna fakturor</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.overdueInvoicesCount} st
</p>
</div>
</div>
<ArrowRight className="h-3.5 w-3.5 text-muted-foreground/50 group-hover:text-muted-foreground group-hover:translate-x-0.5 transition-all" />
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.unpaidInvoicesCount > 0 && summary.overdueInvoicesCount < summary.unpaidInvoicesCount) {
alertItems.push(
<Link key="unpaid" href="/invoices?status=unpaid" className="group">
<Card className="h-full border-l-2 border-l-warning hover:bg-muted/20 transition-colors">
<CardContent className="p-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<Receipt className="h-4 w-4 text-warning-foreground flex-shrink-0" />
<div>
<p className="font-medium text-sm">Obetalda fakturor</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.unpaidInvoicesCount - summary.overdueInvoicesCount} st · {formatCurrency(summary.unpaidInvoicesTotal)}
</p>
</div>
</div>
<ArrowRight className="h-3.5 w-3.5 text-muted-foreground/50 group-hover:text-muted-foreground group-hover:translate-x-0.5 transition-all" />
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.uncategorizedCount > 0) {
alertItems.push(
<Link key="transactions" href="/transactions" className="group">
<Card className="h-full border-l-2 border-l-warning hover:bg-muted/20 transition-colors">
<CardContent className="p-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<ArrowLeftRight className="h-4 w-4 text-warning-foreground flex-shrink-0" />
<div>
<p className="font-medium text-sm">Transaktioner</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.uncategorizedCount} obokförda
</p>
</div>
</div>
<ArrowRight className="h-3.5 w-3.5 text-muted-foreground/50 group-hover:text-muted-foreground group-hover:translate-x-0.5 transition-all" />
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.receiptQueue && (summary.receiptQueue.pending_review_count > 0 || summary.receiptQueue.unmatched_receipts_count > 0)) {
alertItems.push(
<Link key="receipts" href="/receipts" className="group">
<Card className="h-full border-l-2 border-l-primary hover:bg-muted/20 transition-colors">
<CardContent className="p-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<Camera className="h-4 w-4 text-primary flex-shrink-0" />
<div>
<p className="font-medium text-sm">Kvitton</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.receiptQueue.pending_review_count > 0
? `${summary.receiptQueue.pending_review_count} att granska`
: `${summary.receiptQueue.unmatched_receipts_count} omatchade`}
</p>
</div>
</div>
<ArrowRight className="h-3.5 w-3.5 text-muted-foreground/50 group-hover:text-muted-foreground group-hover:translate-x-0.5 transition-all" />
</div>
</CardContent>
</Card>
</Link>
)
}
const MAX_VISIBLE_ALERTS = 3
const visibleAlerts = showAllAlerts ? alertItems : alertItems.slice(0, MAX_VISIBLE_ALERTS)
const hasMoreAlerts = alertItems.length > MAX_VISIBLE_ALERTS
const openAiChat = () => window.dispatchEvent(new Event('open-ai-chat'))
// Quick action items
const quickActions = [
{ href: '/invoices/new', icon: Receipt, label: 'Ny faktura', desc: 'Skapa och skicka', accent: true },
{ href: '/receipts/scan', icon: Camera, label: 'Skanna kvitto', desc: 'Fotografera & spara' },
{ href: '/customers', icon: Users, label: 'Ny kund', desc: 'Lägg till kunduppgifter' },
{ href: '/transactions', icon: ArrowLeftRight, label: 'Transaktioner', desc: 'Bokför' },
]
return (
<div className="stagger-enter">
{/* Header */}
<header className="mb-10">
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">
{(() => {
const hour = new Date().getHours()
if (hour < 12) return 'Godmorgon'
if (hour < 18) return 'God eftermiddag'
return 'God kväll'
})()}{firstName ? `, ${firstName}` : ''}
</h1>
<p className="text-muted-foreground mt-1">
{summary.overdueInvoicesCount > 0
? `${summary.overdueInvoicesCount} förfallna fakturor kräver åtgärd`
: summary.deadlines.filter(d => !d.is_completed && new Date(d.due_date) <= new Date()).length > 0
? `${summary.deadlines.filter(d => !d.is_completed && new Date(d.due_date) <= new Date()).length} passerade deadlines`
: 'Allt är som det ska'}
</p>
</header>
{/* Status pills */}
{(() => {
const passedDeadlines = summary.deadlines.filter(d => !d.is_completed && new Date(d.due_date) <= new Date())
const todoItems: { label: string; href: string; count: number; variant: 'destructive' | 'warning' | 'default' }[] = []
if (passedDeadlines.length > 0) {
todoItems.push({ label: 'passerade deadlines', href: '/calendar', count: passedDeadlines.length, variant: 'destructive' })
}
if (summary.overdueInvoicesCount > 0) {
todoItems.push({ label: 'förfallna fakturor', href: '/invoices?status=unpaid', count: summary.overdueInvoicesCount, variant: 'destructive' })
}
if (summary.uncategorizedCount > 0) {
todoItems.push({ label: 'obokförda', href: '/transactions', count: summary.uncategorizedCount, variant: 'warning' })
}
if (summary.receiptQueue && summary.receiptQueue.pending_review_count > 0) {
todoItems.push({ label: 'kvitton att granska', href: '/receipts', count: summary.receiptQueue.pending_review_count, variant: 'default' })
}
if (todoItems.length === 0) return null
return (
<section className="mb-10">
<div className="flex flex-wrap gap-1.5">
{todoItems.map((item) => (
<Link key={item.href} href={item.href}>
<Badge
variant={item.variant === 'destructive' ? 'destructive' : item.variant === 'warning' ? 'outline' : 'secondary'}
className="px-2.5 py-1 text-xs cursor-pointer hover:opacity-80 transition-opacity"
>
{item.count} {item.label}
</Badge>
</Link>
))}
</div>
</section>
)
})()}
{/* New user checklist */}
{onboardingProgress && (
<section className="mb-10">
<NewUserChecklist
hasCustomers={onboardingProgress.hasCustomers}
hasInvoices={onboardingProgress.hasInvoices}
hasBankConnected={onboardingProgress.hasBankConnected}
hasReceipts={onboardingProgress.hasReceipts}
/>
</section>
)}
{/* 4 Key Summary Cards */}
{(() => {
const passedDeadlinesCount = summary.deadlines.filter(d => !d.is_completed && new Date(d.due_date) <= new Date()).length
const pendingReceiptsCount = summary.receiptQueue
? summary.receiptQueue.pending_review_count + summary.receiptQueue.unmatched_receipts_count
: 0
const todoCount = summary.uncategorizedCount + summary.overdueInvoicesCount + pendingReceiptsCount + passedDeadlinesCount
return (
<section className="mb-10">
<div className="grid grid-cols-2 md:grid-cols-4 gap-3">
{/* Card 1: Resultat */}
<Card>
<CardContent className="p-4">
<div className="flex items-center gap-2 mb-2">
<TrendingUp className="h-3.5 w-3.5 text-muted-foreground" />
<span className="text-xs text-muted-foreground">Resultat</span>
</div>
<p className={cn(
'font-display text-xl font-medium tabular-nums leading-tight',
summary.mtd.net >= 0 ? 'text-success' : 'text-destructive'
)}>
{formatLargeNumber(summary.mtd.net)}
<span className="text-sm ml-0.5 text-muted-foreground font-normal">kr</span>
</p>
<p className="text-[11px] text-muted-foreground mt-1">
{formatCurrency(summary.ytd.net)} i år
</p>
</CardContent>
</Card>
{/* Card 2: Att få betalt */}
<Link href="/invoices?status=unpaid">
<Card className="h-full hover:border-primary/50 transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-2 mb-2">
<Receipt className="h-3.5 w-3.5 text-muted-foreground" />
<span className="text-xs text-muted-foreground">Att få betalt</span>
</div>
<p className="font-display text-xl font-medium tabular-nums leading-tight">
{summary.unpaidInvoicesCount}
<span className="text-sm ml-0.5 text-muted-foreground font-normal">st</span>
</p>
<p className="text-[11px] text-muted-foreground mt-1">
{formatCurrency(summary.unpaidInvoicesTotal)}
</p>
</CardContent>
</Card>
</Link>
{/* Card 3: Banksaldo */}
{summary.bankBalance !== null ? (
<Card>
<CardContent className="p-4">
<div className="flex items-center gap-2 mb-2">
<Landmark className="h-3.5 w-3.5 text-muted-foreground" />
<span className="text-xs text-muted-foreground">Banksaldo</span>
</div>
<p className="font-display text-xl font-medium tabular-nums leading-tight">
{formatLargeNumber(summary.bankBalance)}
<span className="text-sm ml-0.5 text-muted-foreground font-normal">kr</span>
</p>
</CardContent>
</Card>
) : (
<Link href="/import">
<Card className="h-full hover:border-primary/50 transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-2 mb-2">
<Landmark className="h-3.5 w-3.5 text-muted-foreground" />
<span className="text-xs text-muted-foreground">Banksaldo</span>
</div>
<p className="text-sm font-medium text-primary">Koppla bank</p>
<p className="text-[11px] text-muted-foreground mt-1">Importera transaktioner</p>
</CardContent>
</Card>
</Link>
)}
{/* Card 4: Att göra */}
<Card>
<CardContent className="p-4">
<div className="flex items-center gap-2 mb-2">
<ClipboardList className="h-3.5 w-3.5 text-muted-foreground" />
<span className="text-xs text-muted-foreground">Att göra</span>
</div>
{todoCount > 0 ? (
<>
<p className="font-display text-xl font-medium tabular-nums leading-tight text-warning-foreground">
{todoCount}
<span className="text-sm ml-0.5 text-muted-foreground font-normal">st</span>
</p>
<p className="text-[11px] text-muted-foreground mt-1">
Åtgärder att hantera
</p>
</>
) : (
<>
<div className="flex items-center gap-1.5">
<CheckCircle2 className="h-4 w-4 text-success" />
<p className="text-sm font-medium text-success">Allt klart!</p>
</div>
</>
)}
</CardContent>
</Card>
</div>
</section>
)
})()}
{/* Quick actions */}
<section id="quick-actions" className="mb-10">
<h2 className="font-display text-lg font-medium mb-4">Snabbåtgärder</h2>
<div className="grid grid-cols-2 md:grid-cols-4 gap-2.5">
{quickActions.map((action) => {
const Icon = action.icon
return (
<Link key={action.href} href={action.href} className="group">
<div className={cn(
'flex items-center gap-3 px-4 py-3 rounded-xl border transition-colors duration-150',
action.accent
? 'border-primary/20 bg-primary/[0.03] hover:bg-primary/[0.06]'
: 'border-border/40 hover:bg-muted/30'
)}>
<div className={cn(
'p-2 rounded-lg',
action.accent ? 'bg-primary/8' : 'bg-muted/50'
)}>
<Icon className={cn(
'h-4 w-4',
action.accent ? 'text-primary' : 'text-muted-foreground'
)} />
</div>
<div className="min-w-0">
<p className="text-sm font-medium truncate">{action.label}</p>
<p className="text-xs text-muted-foreground truncate hidden md:block">{action.desc}</p>
</div>
</div>
</Link>
)
})}
{/* AI assistant quick action */}
<button onClick={openAiChat} className="group text-left">
<div className="flex items-center gap-3 px-4 py-3 rounded-xl border border-border/40 hover:bg-muted/30 transition-colors duration-150">
<div className="p-2 rounded-lg bg-muted/50">
<MessageCircle className="h-4 w-4 text-muted-foreground" />
</div>
<div className="min-w-0">
<p className="text-sm font-medium truncate">AI-assistent</p>
<p className="text-xs text-muted-foreground truncate hidden md:block">Fråga om bokföring</p>
</div>
</div>
</button>
</div>
</section>
{/* Upcoming deadlines — always visible */}
{summary.deadlines && summary.deadlines.length > 0 && (
<section className="mb-10">
<UpcomingDeadlinesWidget deadlines={summary.deadlines} maxItems={8} />
</section>
)}
{/* Alerts section — always visible */}
{alertItems.length > 0 && (
<section id="alerts-section" className="mb-10">
<h2 className="font-display text-lg font-medium mb-4">Att hantera</h2>
<div className="grid gap-3 md:grid-cols-2">
{visibleAlerts}
</div>
{hasMoreAlerts && !showAllAlerts && (
<button
onClick={() => setShowAllAlerts(true)}
className="mt-3 text-sm text-muted-foreground hover:text-foreground transition-colors flex items-center gap-1"
>
Visa alla ({alertItems.length})
<ChevronDown className="h-3 w-3" />
</button>
)}
</section>
)}
{/* Collapsible details section */}
<button
onClick={() => setShowMore(!showMore)}
className="mb-6 text-sm text-muted-foreground hover:text-foreground transition-colors flex items-center gap-1.5"
>
{showMore ? (
<>
Dölj detaljer
<ChevronUp className="h-3.5 w-3.5" />
</>
) : (
<>
Visa detaljer
<ChevronDown className="h-3.5 w-3.5" />
</>
)}
</button>
{showMore && (
<div>
{/* F-skatt warning */}
<section id="fskatt-section" className="mb-10">
<FSkattWarningCard
warningStatus={taxWarning}
onAdjustClick={() => { window.location.href = '/settings' }}
/>
</section>
{/* Uncategorized transactions warning */}
{summary.uncategorizedCount > 0 && (summary.uncategorizedIncome > 0 || summary.uncategorizedExpenses > 0) && (
<section className="mb-10">
<Link href="/transactions?tab=uncategorized" className="group">
<div className="flex items-start gap-3 px-4 py-3.5 rounded-xl border border-warning/30 bg-warning/[0.03] hover:bg-warning/[0.06] transition-colors">
<ArrowLeftRight className="h-4 w-4 text-warning-foreground flex-shrink-0 mt-0.5" />
<div className="flex-1 min-w-0">
<p className="font-medium text-sm">
{summary.uncategorizedCount} obokförda transaktioner
</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.uncategorizedIncome > 0 && (
<span>{formatCurrency(summary.uncategorizedIncome)} intäkter</span>
)}
{summary.uncategorizedIncome > 0 && summary.uncategorizedExpenses > 0 && ', '}
{summary.uncategorizedExpenses > 0 && (
<span>{formatCurrency(summary.uncategorizedExpenses)} kostnader</span>
)}
{' '}saknas i resultatet
</p>
</div>
<ArrowRight className="h-3.5 w-3.5 text-muted-foreground/50 group-hover:text-muted-foreground flex-shrink-0 mt-0.5 transition-colors" />
</div>
</Link>
</section>
)}
{/* Income/Expenses */}
<section className="mb-10">
<h2 className="font-display text-lg font-medium mb-4">Resultat</h2>
<div className="grid md:grid-cols-2 gap-3">
<Card>
<CardContent className="p-5">
<div className="flex items-center gap-2 mb-3">
<TrendingUp className="h-3.5 w-3.5 text-success" />
<span className="text-sm text-muted-foreground">Intäkter</span>
</div>
<div>
<p className="font-display text-2xl font-medium tabular-nums leading-tight">
{formatLargeNumber(summary.mtd.income)}
<span className="text-base ml-1 text-muted-foreground font-normal">kr</span>
</p>
<p className="text-xs text-muted-foreground mt-0.5">denna månad</p>
</div>
<div className="mt-4 pt-3 border-t border-border/30">
<div className="flex items-baseline justify-between">
<p className="text-xs text-muted-foreground">I år</p>
<p className="text-sm font-medium tabular-nums">{formatCurrency(summary.ytd.income)}</p>
</div>
</div>
</CardContent>
</Card>
<Card>
<CardContent className="p-5">
<div className="flex items-center gap-2 mb-3">
<TrendingDown className="h-3.5 w-3.5 text-destructive" />
<span className="text-sm text-muted-foreground">Kostnader</span>
</div>
<div>
<p className="font-display text-2xl font-medium tabular-nums leading-tight">
{formatLargeNumber(summary.mtd.expenses)}
<span className="text-base ml-1 text-muted-foreground font-normal">kr</span>
</p>
<p className="text-xs text-muted-foreground mt-0.5">denna månad</p>
</div>
<div className="mt-4 pt-3 border-t border-border/30">
<div className="flex items-baseline justify-between">
<p className="text-xs text-muted-foreground">I år</p>
<p className="text-sm font-medium tabular-nums">{formatCurrency(summary.ytd.expenses)}</p>
</div>
</div>
</CardContent>
</Card>
</div>
</section>
</div>
)}
</div>
)
}