Files
accounted/components/kpi/KPIStory.tsx
T
Jakob Wennberg d0fb72dc63 feat(kpi): Nyckeltal as Instrumentbrädan — instrument panes, monthly bars, cost list (#1148)
* feat(kpi): Nyckeltal as Berattelsen (serif month hero + metric rail + quiet cost rows)

The founder-picked concept variant: the month's result as a serif hero
with a +/- delta sentence against the previous month, a single sage net
area chart (income/expenses ride in the hover tooltip), and a hairline
metric rail on the right still driven by the user's KPI preferences
(Anpassa, formula tooltips, all seven definitions supported). The cost
story renders as quiet bar rows: expense classes 4xxx-7xxx and top five
suppliers. Replaces the four-tile + three-Recharts-card layout;
KPIHeroCards, KPITrendChart, KPIExpenseMixChart and KPITopSuppliersChart
are deleted. FyPicker replaces FiscalYearSelector; help behind ?.
No API changes: everything derives from the existing KPIReport.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(kpi): switch Nyckeltal to Instrumentbradan (founder pick v2)

Berattelsen replaced by the instrument-pane grid on founder review:
monthly result bars as plain SVG (muted months, latest in sage or
terracotta when negative, compact endpoint label, per-bar tooltips)
plus one bordered pane per visible preference KPI, with the
receivables pane carrying a two-segment not-due/overdue strip. The
cost story rows below are unchanged. Recharts leaves this page
entirely (KPIResultChart deleted). Anpassa, formula tooltips and all
seven KPI definitions still supported.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(kpi): concept-true cost list and cash runway note

Founder review against the concept: the report now carries
topExpenseAccounts (top five BAS 4-7 accounts for the period, computed
from the trial-balance rows the route already holds) and the page
renders them as the full-width Storsta kostnaderna rows with account
numbers, exactly like the concept. The Kassa pane derives its 'Tacker
cirka N dagars utgifter' note from the period's daily burn so far.
Class-composition and supplier columns leave the UI (data stays on the
API). Route test extended for the new field.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 16:43:42 +02:00

367 lines
11 KiB
TypeScript

'use client'
import { useTranslations } from 'next-intl'
import { InfoTooltip } from '@/components/ui/info-tooltip'
import { cn, formatCurrency } from '@/lib/utils'
import type { KPIReport, KPIPreferences } from '@/types'
/**
* Nyckeltal as the founder-picked "Instrumentbrädan" layout: a grid of
* bordered instrument panes — monthly result bars first, then one pane per
* visible KPI from the user's preferences — with the cost story as quiet
* rows below. Pure presentation: everything derives from the existing
* KPIReport.
*/
const SAGE = 'hsl(155 25% 40%)'
type TFn = (key: string, values?: Record<string, string | number>) => string
function compactKr(n: number): string {
return new Intl.NumberFormat('sv-SE', { notation: 'compact', maximumFractionDigits: 1 }).format(n)
}
/** Shared pane chrome: hairline border, compact metric padding. */
function Pane({
title,
annotation,
tooltip,
className,
children,
}: {
title: string
annotation?: React.ReactNode
tooltip?: React.ReactNode
className?: string
children: React.ReactNode
}) {
const label = (
<p className="text-[11px] font-medium uppercase tracking-wider text-muted-foreground">
{title}
</p>
)
return (
<div className={cn('rounded-lg border border-border p-4', className)}>
<div className="flex items-center justify-between gap-3">
{tooltip ? (
<InfoTooltip content={tooltip} side="top" iconClassName="h-3 w-3">
{label}
</InfoTooltip>
) : (
label
)}
{annotation && (
<span className="text-[11px] text-muted-foreground">{annotation}</span>
)}
</div>
{children}
</div>
)
}
/** Monthly net result as plain SVG bars: muted months, the latest in sage
* (terracotta when negative), a compact value label on the endpoint. */
function ResultBarsPane({ report }: { report: KPIReport }) {
const t = useTranslations('kpi')
const months = report.months
if (months.length === 0) return null
const lastActive = (() => {
for (let i = months.length - 1; i >= 0; i--) {
const m = months[i]
if (m.income !== 0 || m.expenses !== 0 || m.net !== 0) return i
}
return months.length - 1
})()
const W = 320
const H = 120
const maxAbs = Math.max(...months.map((m) => Math.abs(m.net)), 1)
// Baseline sits lower when no month is negative, so positive bars get the room.
const hasNegative = months.some((m) => m.net < 0)
const baseline = hasNegative ? H * 0.62 : H - 4
const slot = W / months.length
const barW = Math.min(30, slot * 0.62)
return (
<Pane title={t('bars_title')} annotation={t('bars_unit')}>
<svg
viewBox={`0 0 ${W} ${H + 8}`}
className="mt-3 h-auto w-full"
role="img"
aria-label={t('bars_aria', {
month: months[lastActive].label,
amount: formatCurrency(months[lastActive].net),
})}
>
{months.map((m, i) => {
const scaled = (Math.abs(m.net) / maxAbs) * (hasNegative ? H * 0.55 : H - 26)
const h = m.net === 0 ? 2 : Math.max(3, scaled)
const x = i * slot + (slot - barW) / 2
const y = m.net >= 0 ? baseline - h : baseline
const isLast = i === lastActive
const fill =
m.net < 0
? isLast
? 'hsl(11 45% 52%)'
: 'hsl(11 45% 52% / 0.35)'
: isLast
? SAGE
: 'hsl(var(--foreground) / 0.14)'
return (
<g key={m.label}>
<rect x={x} y={y} width={barW} height={h} rx={3} fill={fill}>
<title>{`${m.label}: ${formatCurrency(m.net)}`}</title>
</rect>
{isLast && (
<text
x={x + barW / 2}
y={m.net >= 0 ? y - 5 : y + h + 11}
textAnchor="middle"
style={{ font: '10.5px var(--font-body, ui-sans-serif)', fill: 'hsl(var(--muted-foreground))' }}
>
{compactKr(m.net)}
</text>
)}
</g>
)
})}
</svg>
<div className="mt-1 flex justify-between px-1 text-[10.5px] text-muted-foreground">
{months.map((m) => (
<span key={m.label}>{m.label}</span>
))}
</div>
</Pane>
)
}
type MetricPane = {
id: string
title: string
value: string
note?: string
tooltip?: React.ReactNode
destructive?: boolean
warn?: boolean
aging?: { ok: number; overdue: number }
}
/** Days of expenses the cash covers, from the period's daily burn so far. */
function cashRunwayDays(report: KPIReport): number | null {
if (report.cashPosition <= 0 || report.totalExpenses <= 0) return null
const start = new Date(report.period.start).getTime()
const end = Math.min(Date.now(), new Date(report.period.end).getTime())
const elapsedDays = Math.max(1, Math.round((end - start) / 86_400_000))
const dailyBurn = report.totalExpenses / elapsedDays
if (dailyBurn <= 0) return null
return Math.round(report.cashPosition / dailyBurn)
}
function metricPane(id: string, report: KPIReport, t: TFn): MetricPane | null {
const tooltip = (
<div className="space-y-1 text-xs">
<p>{t(`def_${id}_description`)}</p>
<p className="font-mono">{t(`def_${id}_formula`)}</p>
</div>
)
switch (id) {
case 'cashPosition': {
const days = cashRunwayDays(report)
return {
id,
title: t('def_cashPosition_label'),
value: formatCurrency(report.cashPosition),
note:
days !== null && days < 1000
? t('cash_covers_days', { days })
: t('sub_likvida_medel'),
tooltip,
destructive: report.cashPosition < 0,
}
}
case 'vatLiability':
return {
id,
title: t('def_vatLiability_label'),
value: formatCurrency(Math.abs(report.vatLiability)),
note:
report.vatLiability > 0
? t('sub_att_betala')
: report.vatLiability < 0
? t('sub_att_aterfa')
: t('sub_jamnt'),
tooltip,
}
case 'outstandingReceivables': {
const overdue = report.overdueReceivables
const ok = Math.max(0, report.outstandingReceivables - overdue)
return {
id,
title: t('def_outstandingReceivables_label'),
value: formatCurrency(report.outstandingReceivables),
note:
overdue > 0
? t('sub_overdue', { amount: formatCurrency(overdue) })
: t('sub_utestaende'),
tooltip,
warn: overdue > 0,
aging:
report.outstandingReceivables > 0 ? { ok, overdue } : undefined,
}
}
case 'grossMargin':
return report.grossMargin === null
? null
: {
id,
title: t('def_grossMargin_label'),
value: `${report.grossMargin}%`,
note: t('sub_av_intakter'),
tooltip,
}
case 'expenseRatio':
return report.expenseRatio === null
? null
: {
id,
title: t('def_expenseRatio_label'),
value: `${report.expenseRatio}%`,
note: t('sub_av_intakter'),
tooltip,
}
case 'avgPaymentDays':
return report.avgPaymentDays === null
? null
: {
id,
title: t('def_avgPaymentDays_label'),
value: `${report.avgPaymentDays} ${t('value_days_suffix')}`,
note: t('sub_snitt'),
tooltip,
}
default:
return null
}
}
/** The instrument grid: result bars + one pane per visible preference KPI. */
export function KPIPanes({
report,
preferences,
}: {
report: KPIReport
preferences: KPIPreferences
}) {
const t = useTranslations('kpi')
const orderedIds = preferences.kpiOrder.filter(
(id) => preferences.visibleKpis.includes(id) && id !== 'netResult',
)
const panes = orderedIds
.map((id) => metricPane(id, report, t as TFn))
.filter(Boolean) as MetricPane[]
const total = (p: MetricPane) => (p.aging ? p.aging.ok + p.aging.overdue : 0)
return (
<div className="grid items-stretch gap-4 sm:grid-cols-2">
<ResultBarsPane report={report} />
{panes.map((pane) => (
<Pane key={pane.id} title={pane.title} tooltip={pane.tooltip}>
<p
className={cn(
'mt-2 font-display text-2xl tabular-nums tracking-tight',
pane.destructive && 'text-destructive',
)}
>
{pane.value}
</p>
{pane.aging && total(pane) > 0 && (
<div
className="mt-3 flex h-1.5 gap-[2px] overflow-hidden rounded-full"
role="img"
aria-label={t('aging_aria', {
ok: formatCurrency(pane.aging.ok),
overdue: formatCurrency(pane.aging.overdue),
})}
>
<span
className="rounded-full bg-[hsl(155_25%_40%_/_0.45)]"
style={{ width: `${(pane.aging.ok / total(pane)) * 100}%` }}
/>
<span
className="rounded-full bg-[hsl(38_65%_52%_/_0.75)]"
style={{ width: `${(pane.aging.overdue / total(pane)) * 100}%` }}
/>
</div>
)}
{pane.note && (
<p className={cn('mt-2 text-xs leading-5 text-muted-foreground', pane.warn && 'text-attn')}>
{pane.note}
</p>
)}
</Pane>
))}
</div>
)
}
/** Quiet bar row shared by the two breakdown lists. */
function BreakdownRow({
label,
amount,
max,
prefix,
}: {
label: string
amount: number
max: number
prefix?: string
}) {
const width = max > 0 ? Math.max(3, Math.round((amount / max) * 96)) : 3
return (
<div className="flex items-center gap-3 border-b border-border/60 py-3 text-[13px] last:border-b-0">
{prefix && (
<span className="w-8 shrink-0 font-mono text-[11px] text-muted-foreground">{prefix}</span>
)}
<span className="min-w-0 flex-1 truncate">{label}</span>
<span
className="h-[3px] shrink-0 rounded-full bg-foreground/15"
style={{ width: `${width}px` }}
aria-hidden="true"
/>
<span className="w-28 shrink-0 text-right tabular-nums">{formatCurrency(amount)}</span>
</div>
)
}
/** The cost story (concept "Största kostnaderna"): the period's largest
* expense accounts as quiet bar rows, full width. */
export function KPIBreakdown({ report }: { report: KPIReport }) {
const t = useTranslations('kpi')
const accounts = report.topExpenseAccounts ?? []
if (accounts.length === 0) return null
const max = Math.max(...accounts.map((a) => a.total), 0)
return (
<div>
<div className="mb-1 flex items-center gap-3 px-1">
<h2 className="text-xs font-medium uppercase tracking-wider text-muted-foreground">
{t('costs_title')}
</h2>
<div className="h-px flex-1 bg-border/60" />
</div>
{accounts.map((a) => (
<BreakdownRow
key={a.account_number}
prefix={a.account_number}
label={a.account_name}
amount={a.total}
max={max}
/>
))}
</div>
)
}