feat(nav): one-click company switching at the top of the sidebar (#1664) (#1765)

Company switching had moved into a nested flyout in the bottom-of-sidebar
user popover: avatar, then Byt foretag, then the company. Three clicks per
switch is painful for consultants who hop between companies constantly.

Mount the existing one-click CompanySwitcher (already live in the mobile
sheet, same performCompanySwitch path) at the top of the expanded desktop
sidebar, pinned above the nav scroll container and outside the
data-ph-unmask navs so the company name stays masked in replays. The
user-menu flyout remains as the secondary path; the collapsed 64px rail
keeps switching via the UserMenu avatar. Also label the brand logo link
with a native title tooltip so it is not an unlabeled square.

Pinned by a source-shape regression test, the same pattern as the
JournalEntryList copy affordance: the repo does not render components in
tests.

Closes #1664

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Mattsson
2026-08-20 21:30:57 +02:00
committed by GitHub
co-authored by Claude Fable 5
parent 47c039453c
commit 72181e49bd
3 changed files with 87 additions and 0 deletions
+1
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@@ -1131,3 +1131,4 @@ One line per decision: `[YYYY-MM-DD] <decision>: <why>`. Appended by agents and
[2026-08-20] The single-call /chat assistant answers over a bounded READ-ONLY tool loop (audit Option A: "single-call actions over the existing MCP tool functions"), plus an always-on company snapshot as the backstop: #1759 shipped a version that read only the company name/entity, so it answered "jag har ingen bokföringsdata" to every figures question. Rather than re-introduce the ripped streaming Anthropic runtime, the provider-agnostic lib/ai generateText gained optional `tools`/`maxSteps`: the OpenAI-compatible service forwards them to the Vercel AI SDK (stopWhen: stepCountIs) which drives the loop, and the Anthropic-family service hand-rolls a small loop against messages.create (kept on the raw Anthropic SDK so no new deps and hosted stays byte-identical for every non-tool caller). ask-service attaches ONLY the read slice of general.help's tool whitelist via agentToolRegistry (write/staging + memory-write tools excluded; readOnlyHint/destructiveHint re-checked), dispatched with the same agent_chat actor run-turn uses. Works on Bedrock and on any local model with function-calling (Qwen); a text-only model still answers status questions from the snapshot (company_settings + deadlines, never figures). Not chosen: deterministic-context-only (bounded coverage) and unifying both providers on the AI SDK (would need @ai-sdk/anthropic + @ai-sdk/amazon-bedrock deps and change the hosted path).
[2026-08-19] undo_bank_file_import (#1672) skips unbooked rows carrying payment_match_log history instead of weakening the audit_log_immutable delete guard: the log is append-only räkenskapsinformation (BFL 7 kap) per 20260323120000 ("Do NOT add cleanup/DELETE jobs") and the single-row DELETE route already refuses those rows (TRANSACTION_DELETE_HAS_AUDIT_TRAIL); the undo reports skipped_match_history so the user can ignore the stragglers. Rejected: a scoped trigger bypass like the GDPR account-delete RPC uses (erasure is a legal right overriding retention; an import undo is not).
[2026-08-19] transactions.bank_file_import_id has NO retroactive backfill: attribution by (format, date window) can mislink rows to the wrong batch when a company has several same-format imports, and "undo this import" must never delete rows from a different one. Imports executed before 20260820071500 are simply not undoable through this action.
[2026-08-19] Sidebar company switch (#1664): reinstated the existing CompanySwitcher at the top of the expanded desktop sidebar instead of turning the logo slot into the switcher (the issue offered both); the logo keeps its home link plus a native title tooltip, the user-menu flyout stays as the secondary path, and the collapsed rail relies on the UserMenu avatar since 64px has no room for a labeled switcher.
+17
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@@ -706,9 +706,13 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
: 'justify-between pl-5 pr-3',
)}
>
{/* Native title tooltip (same convention as the collapsed rail
items) so the logo square is labeled on hover, not a mystery
mark (#1664). */}
<Link
href="/"
aria-label={getBranding().appName}
title={getBranding().appName}
className="flex items-center rounded-lg"
>
<Image
@@ -733,6 +737,19 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
</button>
</div>
{/* One-click company switch pinned at the top of the sidebar
(#1664): consultants hop between companies constantly, and the
user-menu flyout costs three clicks. That flyout stays as the
secondary path. Hidden on the collapsed rail (no room at 64px);
the UserMenu avatar still reaches the same switch there. Kept
outside the data-ph-unmask navs so the company name stays
masked in replays, like the mobile sheet's switcher. */}
{!collapsed && (
<div className="flex-shrink-0 px-4 pb-1">
<CompanySwitcher />
</div>
)}
{/* Nav items in their own scroll container so the user block
below stays sticky (concept PR 2). */}
<div className="relative flex-1 min-h-0 overflow-y-auto overflow-x-hidden pt-1 pb-2">
@@ -0,0 +1,69 @@
import { describe, it, expect } from 'vitest'
import fs from 'node:fs'
import path from 'node:path'
const NAV_SRC = fs.readFileSync(
path.resolve(__dirname, '../DashboardNav.tsx'),
'utf8',
)
const USER_MENU_SRC = fs.readFileSync(
path.resolve(__dirname, '../UserMenu.tsx'),
'utf8',
)
/**
* Regression pin for one-click company switching in the sidebar (#1664).
*
* The switch was folded into the bottom-of-sidebar user popover as a nested
* flyout (avatar, then "Byt foretag", then the company): three clicks per
* switch, which consultants who hop between companies do constantly. The
* one-click CompanySwitcher must stay mounted at the top of the desktop
* sidebar, with the user-menu flyout as the secondary path. The repo does
* not render components in tests, so pin the source shape instead, the same
* way JournalEntryList's copy affordance is pinned.
*/
describe('DashboardNav sidebar company switcher (#1664)', () => {
const asideStart = NAV_SRC.indexOf('<aside')
const mobileNavStart = NAV_SRC.indexOf('Mobile bottom navigation')
// Unique to the desktop nav scroll container; the mobile sheet uses
// overscroll-contain instead.
const desktopScrollStart = NAV_SRC.indexOf('overflow-y-auto overflow-x-hidden')
it('has the anchors this pin relies on', () => {
expect(asideStart).toBeGreaterThan(-1)
expect(mobileNavStart).toBeGreaterThan(asideStart)
expect(desktopScrollStart).toBeGreaterThan(asideStart)
expect(desktopScrollStart).toBeLessThan(mobileNavStart)
})
it('renders CompanySwitcher inside the desktop sidebar, not only the mobile sheet', () => {
const desktopSwitcher = NAV_SRC.indexOf('<CompanySwitcher />', asideStart)
expect(desktopSwitcher).toBeGreaterThan(asideStart)
expect(desktopSwitcher).toBeLessThan(mobileNavStart)
})
it('pins the desktop switcher to the top of the sidebar, above the nav scroll container', () => {
const desktopSwitcher = NAV_SRC.indexOf('<CompanySwitcher />', asideStart)
expect(desktopSwitcher).toBeLessThan(desktopScrollStart)
})
it('keeps the mobile sheet switcher as well', () => {
const desktopSwitcher = NAV_SRC.indexOf('<CompanySwitcher />', asideStart)
const mobileSwitcher = NAV_SRC.indexOf('<CompanySwitcher />', mobileNavStart)
expect(mobileSwitcher).toBeGreaterThan(desktopSwitcher)
})
it('labels the brand logo link with a visible title tooltip and aria-label', () => {
const logoLink = NAV_SRC.slice(
NAV_SRC.indexOf('<Link', asideStart),
NAV_SRC.indexOf('</Link>', asideStart),
)
expect(logoLink).toContain('aria-label={getBranding().appName}')
expect(logoLink).toContain('title={getBranding().appName}')
})
it('keeps the user-menu company flyout as the secondary switch path', () => {
expect(USER_MENU_SRC).toContain('performCompanySwitch')
expect(USER_MENU_SRC).toContain('setCompaniesOpen')
})
})