Files
accounted/components/dashboard/DashboardContent.tsx
T
Mattsson e4488a900b feat: add user locale preference to user_preferences table (#555)
* feat: add user locale preference to user_preferences table

- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.

chore: declare CSS module support in TypeScript

- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.

* feat: add Swish as an invoice payment method in company settings
2026-05-21 21:33:22 +02:00

385 lines
16 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import Link from 'next/link'
import { useTranslations } from 'next-intl'
import { Card, CardContent } from '@/components/ui/card'
import { cn, formatCurrency } from '@/lib/utils'
import { UpcomingDeadlinesWidget } from '@/components/deadlines/UpcomingDeadlinesWidget'
import { TaxTodoWidget } from '@/components/deadlines/TaxTodoWidget'
import NewUserChecklist from '@/components/onboarding/NewUserChecklist'
import {
Receipt,
ArrowLeftRight,
ChevronDown,
ChevronRight,
Landmark,
CheckCircle2,
FileWarning,
Clock,
} from 'lucide-react'
import type { Deadline, ReceiptQueueSummary, OnboardingProgress } from '@/types'
const setupFreshStartKey = (companyId: string) => `erp_setup_fresh_start:${companyId}`
interface DashboardContentProps {
companyId: string
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
expiringBankConnections?: { id: string; bank_name: string; days_left: number }[]
deadlines: Deadline[]
receiptQueue: ReceiptQueueSummary | null
missingUnderlagCount: number
staleUncategorizedCount: number
}
onboardingProgress?: OnboardingProgress
}
export default function DashboardContent({ companyId, summary, onboardingProgress }: DashboardContentProps) {
const [showAllAlerts, setShowAllAlerts] = useState(false)
const t = useTranslations('dashboard')
const needsSetup = onboardingProgress && !onboardingProgress.hasBankConnected && !onboardingProgress.hasSIEImport
const [setupGateActive, setSetupGateActive] = useState(!!needsSetup)
useEffect(() => {
if (!needsSetup) {
setSetupGateActive(false)
return
}
const scopedKey = setupFreshStartKey(companyId)
const freshStart = localStorage.getItem(scopedKey) === 'true'
const legacyFreshStart = localStorage.getItem('erp_setup_fresh_start') === 'true'
const legacyDismissed = localStorage.getItem('erp_checklist_dismissed') === 'true'
if (freshStart || legacyFreshStart || legacyDismissed) {
if (!freshStart) {
localStorage.setItem(scopedKey, 'true')
}
setSetupGateActive(false)
}
}, [needsSetup, companyId])
if (setupGateActive) {
return (
<NewUserChecklist
hasSkatteverketConnected={!!onboardingProgress?.hasSkatteverketConnected}
onFreshStart={() => {
localStorage.setItem(setupFreshStartKey(companyId), 'true')
setSetupGateActive(false)
}}
/>
)
}
const formatLargeNumber = (amount: number) => {
return new Intl.NumberFormat('sv-SE', {
style: 'decimal',
minimumFractionDigits: 0,
maximumFractionDigits: 0,
}).format(amount)
}
const alertItems: React.ReactNode[] = []
if (summary.overdueInvoicesCount > 0) {
alertItems.push(
<Link key="overdue" href="/invoices?status=unpaid" className="group">
<Card className="h-full border-destructive/30 hover:bg-destructive/[0.03] transition-colors">
<CardContent className="p-4">
<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">{t('overdue_invoices')}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{t('overdue_invoices_count', { count: summary.overdueInvoicesCount })}
</p>
</div>
</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-warning/30 hover:bg-warning/[0.03] transition-colors">
<CardContent className="p-4">
<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">{t('unpaid_invoices')}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{t('unpaid_invoices_detail', {
count: summary.unpaidInvoicesCount - summary.overdueInvoicesCount,
amount: formatCurrency(summary.unpaidInvoicesTotal),
})}
</p>
</div>
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.uncategorizedCount > 0) {
alertItems.push(
<Link key="transactions" href="/transactions" className="group">
<Card className="h-full border-warning/30 hover:bg-warning/[0.03] transition-colors">
<CardContent className="p-4">
<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">{t('transactions')}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{t('uncategorized_count', { count: summary.uncategorizedCount })}
</p>
</div>
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.missingUnderlagCount > 0) {
alertItems.push(
<Link key="missing-underlag" href="/bookkeeping?missingUnderlag=true" className="group">
<Card className="h-full border-warning/30 hover:bg-warning/[0.03] transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-3">
<FileWarning className="h-4 w-4 text-warning-foreground flex-shrink-0" />
<div>
<p className="font-medium text-sm">{t('missing_underlag')}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{t('missing_underlag_detail', { count: summary.missingUnderlagCount })}
</p>
</div>
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.staleUncategorizedCount > 0) {
alertItems.push(
<Link key="stale-transactions" href="/transactions" className="group">
<Card className="h-full border-destructive/30 hover:bg-destructive/[0.03] transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-3">
<Clock className="h-4 w-4 text-destructive flex-shrink-0" />
<div>
<p className="font-medium text-sm">{t('stale_transactions')}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{t('stale_transactions_detail', { count: summary.staleUncategorizedCount })}
</p>
</div>
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.expiringBankConnections && summary.expiringBankConnections.length > 0) {
const conn = summary.expiringBankConnections[0]
alertItems.push(
<Link key="bank-expiry" href="/settings/banking" className="group">
<Card className="h-full border-warning/30 hover:bg-warning/[0.03] transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-3">
<Landmark className="h-4 w-4 text-warning-foreground flex-shrink-0" />
<div>
<p className="font-medium text-sm">{t('bank_consent_expiring')}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{conn.days_left === 1
? t('bank_consent_detail_one', { bank: conn.bank_name, days: conn.days_left })
: t('bank_consent_detail_other', { bank: conn.bank_name, days: conn.days_left })}
</p>
</div>
</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 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 (
<div className="stagger-enter space-y-8">
{/* Key metrics — 4 compact cards */}
<section>
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
<Card>
<CardContent className="p-4">
<p className="text-xs text-muted-foreground mb-2">{t('result')}</p>
<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-xs text-muted-foreground mt-1">
{formatCurrency(summary.ytd.net)} {t('this_year_short')}
</p>
</CardContent>
</Card>
<Link href="/invoices?status=unpaid">
<Card className="h-full hover:border-primary/50 transition-colors cursor-pointer">
<CardContent className="p-4">
<div className="flex items-start justify-between">
<p className="text-xs text-muted-foreground mb-2">{t('to_be_paid')}</p>
<ChevronRight className="h-3.5 w-3.5 text-muted-foreground/50" />
</div>
<p className="font-display text-xl font-medium tabular-nums leading-tight">
{summary.unpaidInvoicesCount}
{t('units') && <span className="text-sm ml-0.5 text-muted-foreground font-normal">{t('units')}</span>}
</p>
<p className="text-xs text-muted-foreground mt-1">
{formatCurrency(summary.unpaidInvoicesTotal)}
</p>
</CardContent>
</Card>
</Link>
{summary.bankBalance !== null ? (
<Card>
<CardContent className="p-4">
<p className="text-xs text-muted-foreground mb-2">{t('bank_balance')}</p>
<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 cursor-pointer">
<CardContent className="p-4">
<div className="flex items-start justify-between">
<p className="text-xs text-muted-foreground mb-2">{t('bank_balance')}</p>
<ChevronRight className="h-3.5 w-3.5 text-muted-foreground/50" />
</div>
<p className="text-sm font-medium text-primary">{t('connect_bank')}</p>
</CardContent>
</Card>
</Link>
)}
<Card>
<CardContent className="p-4">
<p className="text-xs text-muted-foreground mb-2">{t('todo')}</p>
<div role="status" aria-live="polite">
{todoCount > 0 ? (
<p className="font-display text-xl font-medium tabular-nums leading-tight text-warning-foreground">
{todoCount}
{t('units') && <span className="text-sm ml-0.5 text-muted-foreground font-normal">{t('units')}</span>}
</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">{t('all_done')}</p>
</div>
)}
</div>
</CardContent>
</Card>
</div>
</section>
{/* Result — revenue / expenses (always visible) */}
<section>
<div className="grid md:grid-cols-2 gap-4">
<Card>
<CardContent className="p-6">
<p className="text-sm text-muted-foreground mb-3">{t('revenue')}</p>
<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">{t('this_month')}</p>
<div className="mt-4 pt-3 border-t border-border/30 flex items-baseline justify-between">
<p className="text-xs text-muted-foreground">{t('this_year_block')}</p>
<p className="text-sm font-medium tabular-nums">{formatCurrency(summary.ytd.income)}</p>
</div>
</CardContent>
</Card>
<Card>
<CardContent className="p-6">
<p className="text-sm text-muted-foreground mb-3">{t('expenses')}</p>
<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">{t('this_month')}</p>
<div className="mt-4 pt-3 border-t border-border/30 flex items-baseline justify-between">
<p className="text-xs text-muted-foreground">{t('this_year_block')}</p>
<p className="text-sm font-medium tabular-nums">{formatCurrency(summary.ytd.expenses)}</p>
</div>
</CardContent>
</Card>
</div>
</section>
{/* Alerts */}
{alertItems.length > 0 && (
<section id="alerts-section">
<h2 className="font-display text-lg font-medium mb-4">{t('alerts_title')}</h2>
<div id="alerts-list" className="grid gap-4 md:grid-cols-2">
{visibleAlerts}
</div>
{hasMoreAlerts && (
<button
onClick={() => setShowAllAlerts(!showAllAlerts)}
aria-expanded={showAllAlerts}
aria-controls="alerts-list"
className="mt-3 py-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors flex items-center gap-1"
>
{showAllAlerts ? t('show_less') : t('show_all', { count: alertItems.length })}
<ChevronDown className={cn('h-3 w-3 transition-transform', showAllAlerts && 'rotate-180')} />
</button>
)}
</section>
)}
{/* Upcoming deadlines */}
{summary.deadlines && summary.deadlines.length > 0 && (
<section>
<UpcomingDeadlinesWidget deadlines={summary.deadlines} maxItems={8} />
</section>
)}
{/* Tax todo */}
{summary.deadlines?.some(d => d.deadline_type === 'tax' && !d.is_completed) && (
<section>
<TaxTodoWidget deadlines={summary.deadlines} />
</section>
)}
</div>
)
}