Files
accounted/components/dashboard/DashboardNav.tsx
T
MattssonandClaude Fable 5 98d0c7f2d0 Add/stripe skv (#1004)
* fix(salary): align pain.001 salary file with the Swedish domestic bank dialect

Verified against the Swedish Common Interpretation of ISO 20022
(Bankforeningen, Common Payment Types in Sweden, Appendix 1 Example 4:
Salaries) and Nordea Corporate Access pain.001 examples v2.6 (2026-06-22),
and XSD-validated against the official pain.001.001.03 schema:

- drop SvcLvl SEPA (SEPA credit transfers are EUR-only; omitting SvcLvl
  gets the domestic NURG default)
- drop RmtInf (not allowed for SALA salary payments; the beneficiary
  statement text comes from the Dataclearing LON code)
- address employees domestically: clearing as CdtrAgt ClrSysMmbId SESBA,
  account WITHOUT clearing as CdtrAcct Othr with SchmeNm BBAN
- share the clearing/account split (Swedbank 5-digit shift, Nordea
  personkonto prefix dedup) between the LB and pain.001 generators via
  splitDomesticBankAccount, fixing pain.001 duplicating the personkonto
  clearing
- clamp MsgId/PmtInfId/InstrId/EndToEndId to Max35Text with the per-tx
  counter surviving truncation; carry the org number on Dbtr
- return 400 from the pain001 route on an invalid clearing instead of
  emitting a broken file

Also includes two unrelated decision-log lines from the parallel
revisor-review session (DECISIONS.md is a shared append-only log).

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

* feat(nav): surface the year-end chain in the sidebar

Add Periodiseringar, Arsredovisning (aktiebolag only) and
Inkomstdeklaration (INK2 for AB, NE-bilaga for EF) to the Skatt &
bokslut group, in workflow order. Entity gating via a new entityOnly
flag on NavItem; isActive carve-outs extended so exactly one row
lights up for the new routes. Driven by an external revisor review
that concluded these features did not exist because none of them
were reachable from the nav.

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

* feat(stripe): Stripe Connect integration behind config gate

Connect OAuth per company (only the acct_ id is stored), automatic
single-use Payment Links on invoice send, deterministic payment
settlement against 1686 (BAS moved acquirer receivables 1580 -> 1686),
payout booking with reverse-charge fees (6570 + 4535/4598 + 2645/2614),
and a 15-minute sync cron. Non-deterministic events land as
needs_review, never guessed at.

Fully dark without STRIPE_CONNECT_CLIENT_ID: connect returns 503, the
send hook and cron no-op, and the settings page shows 'Kommer snart'
(hosted) until the Connect platform is verified. Self-hosted keeps the
honest not-configured message.

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

* fix(deadlines): add shared completeTaxDeadline and fix dead AGI deadline auto-complete

generate-declaration.ts has updated non-existent columns (type/period/
status) since inception, so the arbetsgivardeklaration deadline was
never auto-completed. Replace with a shared helper targeting the real
schema (tax_deadline_type/tax_period/is_completed), also used by the
kvittens crons and moms handlers in the follow-up commit.

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

* feat(rot-rut): import Skatteverket beslutsfil and record decisions on payout requests

Parse the beslutsfil JSON from Skatteverkets rot/rut e-tjanst and record
godkant belopp on the matching begaran: matched by stored
skv_referensnummer first, then exact name among active undecided
requests; arenden by fakturanummer then personnummer, exactly-one or the
beslut errors (all-or-nothing). Never auto-settles: recording the beslut
and booking the payout are separate acts. Exposed as an API route and
the gnubok_import_rot_rut_beslut MCP tool.

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

* feat(skatteverket): system auth for background reads, one-click VAT submit, kvittens notifications

Hybrid auth program: system CCG (org certificate) for background reads
while personal BankID stays for interactive submissions, since SKV
per-flow refresh tokens live 65 min and crons structurally cannot run
on them. All system-auth code sits behind SKATTEVERKET_SYSTEM_AUTH_MODE
(default off) with a stub transport until the Expisoft cert and CCG
avtal land; auth resolution is centralized in resolve-auth.ts.

Also in this change:
- One-click VAT submit chaining kontrollera -> utkast -> las
  server-side with a stage discriminator; step-by-step buttons demoted
  to the overflow menu.
- Kvittens crons (AGI + new VAT schedule) with email-only
  notifications, deduped in notification_log under the new
  skv_kvittens type.
- Ombud grant probe + verification UI in the connect panel, and a
  dashboard promo card for unconnected companies.
- skatteverket_company_connections table with pg-real coverage.

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

* feat(salary): auto-settle AGI tax payment from skattekonto and surface SKV reconnect on the tax card

The "Skatt att betala" card only cleared via the manual mark-paid button
on the run detail page; the promised automatic flip from the Skattekonto
sync was never implemented, so paid periods stayed red.

- settleAgiTaxPayments: during every skattekonto sync, a booked
  "Arbetsgivardeklaration YYYYMM" debit row settles the matching
  agi_declarations.tax_paid_at, but only when the amount equals the
  declared total to the ore and the account is not in deficit
  (deterministic; drift or deficit falls back to manual).
- Salary overview card: reconnect hint when the SKV token needs
  re-consent (link to /settings/tax, silent when the extension is off),
  plus an inline "Markera som betald" button reusing the existing
  endpoint and salary_payments strings.

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

* Add cloud backup scheduling and alerting features

- Implement unit tests for scheduling logic in `schedule.test.ts`, covering various scenarios for determining if a backup schedule is due.
- Create a new module `backup-alert.ts` to handle failure alerts for cloud backup auto-sync, including email notifications for reauthentication and repeated failures.
- Introduce `schedule.ts` to manage scheduling logic, including handling local time zones and converting between local and UTC hours.
- Add CSV report generation functions in `archive-csv.ts` for trial balance, income statement, balance sheet, and general ledger, ensuring compatibility with Swedish Excel formats.
- Create a README generator for the archive structure in `archive-readme.ts`, providing clear documentation for users accessing backup files.
- Implement tests for CSV report generation in `archive-csv.test.ts`, ensuring correct formatting and content.
- Establish a full-archive coverage contract test in `full-archive-coverage.pg.test.ts` to ensure all company-scoped tables are properly classified for backup.

* fix(stripe): correct invoice clearing reference and improve type safety in sync logic

* fix(invoices): narrow accountingMethod before resolveInvoicePaymentSourceType

settleInvoicePayment takes accountingMethod as a raw settings string, but
resolveInvoicePaymentSourceType requires the 'accrual' | 'cash' union.
Normalize at the call site (anything but 'cash' books as accrual), matching
the existing useCashEntry semantics.

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

* fix: address CodeRabbit review findings and nitpicks on PR #1004

Review findings:
- backup settings redirect: always force view=export over incoming params
- AGI/VAT kvittens crons: isolate best-effort post-submit calls, check the
  signed-state persist error, guard recovery calls in catch blocks so one
  company cannot abort the rest; surface grant_revoked in the run summary
- kvittens notifications: atomic claim-first dedup with a partial unique
  index; map non-uuid reference keys to deterministic uuids
- grant probe: record the actual 2xx status; mTLS transport: handle
  response-stream errors
- stripe: amount-aware idempotency keys for payment links; emit
  stripe.disconnected on upstream revocations
- ROT/RUT beslut import: mutate in-memory request state after apply, move
  item + header writes into an atomic apply_rot_rut_beslut RPC, add
  rot_rut_payout to JournalEntrySourceTypeSchema
- migrations: use NOT VALID + VALIDATE CONSTRAINT for CHECK constraints on
  journal_entries, notification_log and rot_rut_payout_requests
- cloud backup: hour_utc-only schedule updates clear stale hour_local

Nitpicks:
- stripe sync: enforce the cron time budget inside per-connection event
  processing with idempotent cursor progress; maybeSingle for settings;
  honest partial-customer DTO shared with the settlement boundary
- shared applyPaymentLinkToInvoice helper for both invoice send routes,
  v1 docblock documents step 6b and PAYMENT_LINK_FAILED
- settings panel: drop redundant decodeURIComponent
- cloud backup: document worst-case archive memory headroom

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-12 19:14:12 +02:00

1146 lines
50 KiB
TypeScript

'use client'
import { useEffect, useState, useRef } from 'react'
import Link from 'next/link'
import { usePathname, useRouter } from 'next/navigation'
import { useTranslations } from 'next-intl'
import { cn } from '@/lib/utils'
import { Button } from '@/components/ui/button'
import {
LayoutDashboard,
Home,
ReceiptText,
Users,
ArrowLeftRight,
BookOpen,
ListTree,
BarChart3,
Settings,
LogOut,
Upload,
Inbox,
Menu,
X,
HelpCircle,
ChevronDown,
Building2,
Wallet,
TrendingUp,
ClipboardCheck,
HandCoins,
Package,
Tag,
Tags,
ChevronRight,
ChevronsUpDown,
Clock,
Sparkles,
Percent,
Landmark,
CalendarClock,
CalendarRange,
FileCheck,
FileSpreadsheet,
ScrollText,
} from 'lucide-react'
import { getBranding } from '@/lib/branding/service'
import { ENABLED_EXTENSION_IDS as _ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { resolveIcon } from '@/lib/extensions/icon-resolver'
import { clearRecaptIdentity } from '@/lib/recapt'
import { SupportLink } from '@/components/ui/support-link'
import {
DropdownMenu,
DropdownMenuTrigger,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuLabel,
DropdownMenuSeparator,
} from '@/components/ui/dropdown-menu'
import CompanySwitcher from '@/components/dashboard/CompanySwitcher'
import AgentAvatar from '@/components/agent/AgentAvatar'
import { useAgentSheet } from '@/components/agent/AgentSheetProvider'
import { useCompany } from '@/contexts/CompanyContext'
import { useRealtimeSupabase } from '@/lib/hooks/use-realtime-supabase'
import { EXTENSION_REQUIRED_CAPABILITY, type CapabilityKey } from '@/lib/entitlements/keys'
import type { EntityType } from '@/types'
void _ENABLED_EXTENSION_IDS
interface ExtensionNavItem {
href: string
label: string
icon: string
}
interface DashboardNavProps {
companyName: string
entityType: EntityType
// Whether the company has registered as an employer (company_settings.
// pays_salaries). Drives visibility of the payroll (Personal) section for
// non-aktiebolag, notably an enskild firma that hires staff. See #782.
paysSalaries?: boolean
// Whether the dimensions register (company_settings.dimensions_enabled) is
// switched on. Drives visibility of the Kostnadsställen & projekt row:
// same mechanism as paysSalaries: fetched by the dashboard layout.
dimensionsEnabled?: boolean
uncategorizedTransactionCount?: number
pendingOperationsCount?: number
isSandbox?: boolean
extensionNavItems?: ExtensionNavItem[]
// Signed-in user's full name + email: drives the bottom-left account
// popover trigger so the user can see WHO they're logged in as,
// distinct from the active COMPANY shown by CompanySwitcher up top.
userName?: string | null
userEmail?: string | null
}
type NavLabelKey =
| 'dashboard'
| 'home'
| 'assistant'
| 'kpi'
| 'invoice_inbox'
| 'invoices'
| 'customers'
| 'articles'
| 'supplier_invoices'
| 'suppliers'
| 'review'
| 'transactions'
| 'bookkeeping'
| 'chart_of_accounts'
| 'dimensions'
| 'assets'
| 'reports'
| 'import'
| 'salary'
| 'employees'
| 'vat_declaration'
| 'skattekonto'
| 'deadlines'
| 'periodiseringar'
| 'year_end'
| 'annual_report'
| 'income_declaration'
| 'help'
| 'settings'
// Nav layout (July 2026, interaction-mode grouping, dev_docs/nav_ia_redesign.md
// Phase 0): same routes as before, regrouped by what the user is doing.
// top-of-sidebar : CompanySwitcher (active company / org context).
// top section : flat, no dropdown: Hem, Assistent. Hem doubles as
// the "what needs me" surface until a dedicated
// /inbox exists.
// four dropdowns : Arbeta (produce: the bookkeeping funnel first,
// then invoices, supplier invoices, payroll),
// Analys (KPI + reports), Data (master-data
// registers + import/export), Skatt & bokslut
// (statutory: VAT, tax account, deadlines, year-end).
// bottom-left popover : signed-in user's name + initial, opens upward
// to Inställningar, Hjälp, Support, Logga ut.
// Help + Settings are NOT in `navItems`; they live in the account popover.
// Pending (Granskning) stays visible at all times: the badge carries the count.
type GroupKey = 'top' | 'arbeta' | 'analys' | 'data' | 'skatt'
interface NavItem {
href: string
labelKey: NavLabelKey
icon: typeof LayoutDashboard
group: GroupKey
// Payroll surfaces: visible only to employers: every aktiebolag (unchanged
// behaviour) plus any company that has registered as an employer via
// company_settings.pays_salaries (e.g. an enskild firma with staff). #782
employerOnly?: boolean
// Dimension surfaces: visible only when the company has opted in via
// company_settings.dimensions_enabled (UI-visibility gate only; the pages
// and APIs work regardless, dimensions plan §2).
requiresDimensions?: boolean
// Paywall surfaces: hidden unless the active company holds this paid
// capability. Cosmetic only, the page and API gates are the real
// enforcement; this just keeps the sidebar honest for non-payers.
requiredCapability?: CapabilityKey
// Statutory surfaces that only exist for one company form (INK2 vs
// NE-bilaga, årsredovisning): hidden for the other entity type.
entityOnly?: EntityType
hidden?: boolean
comingSoon?: boolean
devBadge?: boolean
betaBadge?: boolean
}
const navItems: NavItem[] = [
// Top section: flat list, always visible, no header
{ href: '/', labelKey: 'home', icon: Home, group: 'top' },
{ href: '/chat', labelKey: 'assistant', icon: Sparkles, group: 'top' },
// Arbeta: everything the user produces. The bookkeeping funnel leads
// (Bokföring · Underlag · Transaktioner · Granskning: kept as separate
// rows until the unified workspace lands), then the transactional flows.
// employerOnly: shown to aktiebolag and to any employer (pays_salaries), so an
// enskild firma that hires staff gets payroll. Owner self-payroll stays
// blocked at the engine/DB layer (EF owner takes egna uttag, not lön). #782
{ href: '/bookkeeping', labelKey: 'bookkeeping', icon: BookOpen, group: 'arbeta' },
{ href: '/e/general/invoice-inbox', labelKey: 'invoice_inbox', icon: Inbox, group: 'arbeta', requiredCapability: EXTENSION_REQUIRED_CAPABILITY['general/invoice-inbox'] },
{ href: '/transactions', labelKey: 'transactions', icon: ArrowLeftRight, group: 'arbeta' },
{ href: '/pending', labelKey: 'review', icon: ClipboardCheck, group: 'arbeta' },
{ href: '/invoices', labelKey: 'invoices', icon: ReceiptText, group: 'arbeta' },
{ href: '/supplier-invoices', labelKey: 'supplier_invoices', icon: Wallet, group: 'arbeta' },
{ href: '/salary', labelKey: 'salary', icon: HandCoins, group: 'arbeta', employerOnly: true },
// Analys: read the numbers. KPI stays a separate row until the fused
// Rapporter surface (nav_ia_redesign §F) is built.
{ href: '/kpi', labelKey: 'kpi', icon: TrendingUp, group: 'analys' },
{ href: '/reports', labelKey: 'reports', icon: BarChart3, group: 'analys' },
// Data: master-data registers + data plumbing. Anställda is a register
// (you edit an employee rarely, you run payroll monthly), so it lives here
// while the Löner flow stays in Arbeta.
{ href: '/customers', labelKey: 'customers', icon: Users, group: 'data' },
{ href: '/suppliers', labelKey: 'suppliers', icon: Building2, group: 'data' },
{ href: '/articles', labelKey: 'articles', icon: Tag, group: 'data' },
{ href: '/salary/employees', labelKey: 'employees', icon: Users, group: 'data', employerOnly: true },
{ href: '/assets', labelKey: 'assets', icon: Package, group: 'data' },
{ href: '/chart-of-accounts', labelKey: 'chart_of_accounts', icon: ListTree, group: 'data' },
{ href: '/dimensions', labelKey: 'dimensions', icon: Tags, group: 'data', requiresDimensions: true },
{ href: '/import', labelKey: 'import', icon: Upload, group: 'data' },
// Skatt & bokslut: everything submitted to the state. Rescues the
// previously nav-orphaned /skattekonto and /deadlines, and promotes the
// VAT declaration out of the report catalog. The year-end chain
// (periodiseringar → bokslut → årsredovisning → inkomstdeklaration) is
// listed in workflow order; the last two are entity-gated because the
// surfaces only exist for one company form (ÅR + INK2 for aktiebolag,
// NE-bilaga for enskild firma).
{ href: '/reports/vat-declaration', labelKey: 'vat_declaration', icon: Percent, group: 'skatt' },
{ href: '/skattekonto', labelKey: 'skattekonto', icon: Landmark, group: 'skatt' },
{ href: '/deadlines', labelKey: 'deadlines', icon: CalendarClock, group: 'skatt' },
{ href: '/bookkeeping/periodiseringar', labelKey: 'periodiseringar', icon: CalendarRange, group: 'skatt' },
{ href: '/bookkeeping/year-end', labelKey: 'year_end', icon: FileCheck, group: 'skatt' },
{ href: '/bookkeeping/year-end/arsredovisning', labelKey: 'annual_report', icon: ScrollText, group: 'skatt', entityOnly: 'aktiebolag' },
{ href: '/reports/ink2-declaration', labelKey: 'income_declaration', icon: FileSpreadsheet, group: 'skatt', entityOnly: 'aktiebolag' },
{ href: '/reports/ne-declaration', labelKey: 'income_declaration', icon: FileSpreadsheet, group: 'skatt', entityOnly: 'enskild_firma' },
]
// Map known extension hrefs to nav translation keys so sidebar labels translate.
// Extensions whose manifest label happens to be English-ready can stay null.
function extensionLabelKey(href: string): string | null {
if (href === '/e/general/tic') return 'ext_tic'
if (href === '/e/general/invoice-inbox') return 'ext_invoice_inbox'
return null
}
const groupLabelKey: Record<Exclude<GroupKey, 'top'>, string> = {
arbeta: 'group_work',
analys: 'group_analysis',
data: 'group_data',
skatt: 'group_tax',
}
// Best single-character initial we can show in the bottom-left account
// trigger. Prefers the first letter of the user's full name; falls back
// to the email's first character; falls back to "?" so the avatar never
// renders empty.
function accountInitial(name: string | null, email: string | null): string {
const trimmedName = name?.trim()
if (trimmedName && trimmedName.length > 0) return trimmedName[0]!.toUpperCase()
const trimmedEmail = email?.trim()
if (trimmedEmail && trimmedEmail.length > 0) return trimmedEmail[0]!.toUpperCase()
return '?'
}
export default function DashboardNav({ companyName: _companyName, entityType, paysSalaries = false, dimensionsEnabled = false, uncategorizedTransactionCount = 0, pendingOperationsCount = 0, isSandbox = false, extensionNavItems = [], userName = null, userEmail = null }: DashboardNavProps) {
const pathname = usePathname()
const router = useRouter()
const supabase = useRealtimeSupabase()
const { company, capabilities, trialEndsAt } = useCompany()
// Agent identity drives the "Assistent" nav icon: when the user has
// built their assistant we show its chosen avatar instead of the
// generic Sparkles glyph.
const { identity: agentIdentity } = useAgentSheet()
const tNav = useTranslations('nav')
const tCommon = useTranslations('common')
const [isMobileMenuOpen, setIsMobileMenuOpen] = useState(false)
const [isClosing, setIsClosing] = useState(false)
const closeTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null)
const [liveUncategorizedTransactionCount, setLiveUncategorizedTransactionCount] = useState(
uncategorizedTransactionCount,
)
const refreshInFlightRef = useRef(false)
const refreshQueuedRef = useRef(false)
// Trial countdown for the sidebar touchpoint. Computed in an effect (not
// during render) so server and client markup agree at hydration; an hourly
// tick keeps a long-lived tab from showing yesterday's count.
const [trialDaysLeft, setTrialDaysLeft] = useState<number | null>(null)
useEffect(() => {
if (!trialEndsAt) {
setTrialDaysLeft(null)
return
}
const update = () => {
const msLeft = new Date(trialEndsAt).getTime() - Date.now()
setTrialDaysLeft(msLeft > 0 ? Math.ceil(msLeft / 86_400_000) : null)
}
update()
const id = setInterval(update, 3_600_000)
return () => clearInterval(id)
}, [trialEndsAt])
const hasCompany = !!company
const ALWAYS_ENABLED = new Set(['/settings'])
const isItemEnabled = (href: string) => hasCompany || ALWAYS_ENABLED.has(href)
// Per-group collapse state. Default: ALL groups expanded. The user
// can see every child link without hunting. Clicking the chevron
// collapses the group; opening it again restores the children.
// Active route still forces a group expanded even when the user has
// manually collapsed it (so deep-linking into /salary doesn't leave
// Personal hidden).
type ExpandableGroup = Exclude<GroupKey, 'top'>
const [manualCollapsed, setManualCollapsed] = useState<Record<ExpandableGroup, boolean>>({
arbeta: false,
analys: false,
data: false,
skatt: false,
})
const toggleGroup = (g: ExpandableGroup) =>
setManualCollapsed((prev) => ({ ...prev, [g]: !prev[g] }))
const openMobileMenu = () => {
if (closeTimerRef.current) {
clearTimeout(closeTimerRef.current)
closeTimerRef.current = null
}
setIsClosing(false)
setIsMobileMenuOpen(true)
}
const handleLogout = async () => {
clearRecaptIdentity()
await supabase.auth.signOut()
router.push(isSandbox ? '/sandbox' : '/login')
}
const isActive = (href: string) => {
if (href === '/') {
return pathname === '/'
}
if (href === '/salary') {
return pathname === '/salary' || pathname.startsWith('/salary/runs')
}
// Routes with their own rows under Skatt & bokslut (Bokslut, Moms,
// Periodiseringar, Årsredovisning, Inkomstdeklaration) are carved out
// of their parent routes so exactly one row lights up.
if (href === '/bookkeeping') {
return (
pathname.startsWith('/bookkeeping') &&
!pathname.startsWith('/bookkeeping/year-end') &&
!pathname.startsWith('/bookkeeping/periodiseringar')
)
}
if (href === '/bookkeeping/year-end') {
return (
pathname.startsWith('/bookkeeping/year-end') &&
!pathname.startsWith('/bookkeeping/year-end/arsredovisning')
)
}
if (href === '/reports') {
return (
pathname.startsWith('/reports') &&
!pathname.startsWith('/reports/vat-declaration') &&
!pathname.startsWith('/reports/ink2-declaration') &&
!pathname.startsWith('/reports/ne-declaration')
)
}
return pathname.startsWith(href)
}
const closeMobileMenu = () => {
setIsClosing(true)
closeTimerRef.current = setTimeout(() => {
setIsMobileMenuOpen(false)
setIsClosing(false)
closeTimerRef.current = null
}, 200)
}
useEffect(() => {
if (!company?.id) return
let cancelled = false
const refreshUncategorizedCount = async () => {
if (!company?.id || cancelled) return
if (refreshInFlightRef.current) {
refreshQueuedRef.current = true
return
}
refreshInFlightRef.current = true
try {
do {
refreshQueuedRef.current = false
const { count, error } = await supabase
.from('transactions')
.select('id', { count: 'exact', head: true })
.eq('company_id', company.id)
.is('is_business', null)
.eq('is_ignored', false)
if (error) {
console.error('Failed to refresh uncategorized transaction count:', error)
break
}
setLiveUncategorizedTransactionCount(count ?? 0)
} while (refreshQueuedRef.current && !cancelled)
} finally {
refreshInFlightRef.current = false
refreshQueuedRef.current = false
}
}
void refreshUncategorizedCount()
const channel = supabase
.channel(`dashboard-nav:transactions:${company.id}`)
.on(
'postgres_changes',
{
event: '*',
schema: 'public',
table: 'transactions',
filter: `company_id=eq.${company.id}`,
},
() => {
void refreshUncategorizedCount()
},
)
.subscribe()
return () => {
cancelled = true
void supabase.removeChannel(channel)
}
}, [company?.id, supabase])
const hiddenNavHrefs = new Set(getBranding().hiddenNavHrefs)
// Render a nav item's leading glyph. The "Assistent" entry (/chat) shows
// the agent's chosen avatar once built; everything else (and the
// pre-onboarding /chat) uses its lucide icon. The passed className carries
// size + margin + active color; tailwind-merge lets the explicit h/w win
// over AgentAvatar's default box size.
const renderNavIcon = (
item: { href: string; icon: typeof LayoutDashboard },
className: string,
) => {
if (item.href === '/chat' && agentIdentity.avatarId) {
return (
<AgentAvatar
avatarId={agentIdentity.avatarId}
size="xs"
alt={agentIdentity.displayName ?? 'Assistent'}
className={className}
/>
)
}
const Icon = item.icon
return <Icon className={className} />
}
const isEmployer = entityType === 'aktiebolag' || paysSalaries
const filteredItems = navItems.filter(item => {
if (item.hidden) return false
if (hiddenNavHrefs.has(item.href)) return false
// Payroll (employerOnly) is hidden until the company is an employer, an
// aktiebolag, or any entity that has flagged pays_salaries. #782
if (item.employerOnly && !isEmployer) return false
// Dimension surfaces are hidden until the company opts in via the
// bookkeeping settings toggle (company_settings.dimensions_enabled).
if (item.requiresDimensions && !dimensionsEnabled) return false
// Paywalled surfaces (e.g. the AI-only Dokumentinkorg) are hidden unless
// the active company holds the capability. The page + API gates enforce
// the paywall; this keeps the sidebar from advertising a dead workspace.
if (item.requiredCapability && !capabilities.includes(item.requiredCapability)) return false
// Entity-gated statutory surfaces: INK2/ÅR for aktiebolag, NE for
// enskild firma; the page for the other form doesn't exist.
if (item.entityOnly && item.entityOnly !== entityType) return false
// Hide the Assistent (/chat) tab until the agent is built: mirrors the
// floating AgentTrigger and avoids a nav entry that only bounces to the
// home checklist (chat/layout redirects unverified users to /).
if (item.href === '/chat' && !agentIdentity.isVerified) return false
// Granskning stays in the top nav at all times now: the badge
// surfaces the count when there are pending ops, but the link is
// always present so users can navigate there manually.
return true
})
const topItems = filteredItems.filter((i) => i.group === 'top')
// The TIC workspace (/e/general/tic, labelled "Företagsprofil") surfaces
// the same Bolagsuppgifter now shown under Inställningar → Företagsprofil.
// Drop it from the nav so the company profile lives in exactly one place.
const visibleExtensionNavItems = extensionNavItems.filter(
(i) => i.href !== '/e/general/tic',
)
const sidebarGroups: { key: ExpandableGroup; items: NavItem[] }[] = [
{ key: 'arbeta', items: filteredItems.filter((i) => i.group === 'arbeta') },
{ key: 'analys', items: filteredItems.filter((i) => i.group === 'analys') },
{ key: 'data', items: filteredItems.filter((i) => i.group === 'data') },
{ key: 'skatt', items: filteredItems.filter((i) => i.group === 'skatt') },
]
// A group is expanded when the user hasn't manually collapsed it OR
// an active route lives inside it (the active route always wins so a
// deep-link to /salary keeps Personal open even if previously collapsed).
const isGroupExpanded = (g: ExpandableGroup, items: NavItem[]) =>
!manualCollapsed[g] || items.some((it) => isActive(it.href))
const allMobileNavItems: { href: string; labelKey: NavLabelKey; icon: typeof LayoutDashboard }[] = [
{ href: '/', labelKey: 'home', icon: Home },
{ href: '/chat', labelKey: 'assistant', icon: Sparkles },
{ href: '/transactions', labelKey: 'transactions', icon: ArrowLeftRight },
]
// Same gate as the sidebar: no Assistent tab until the agent is built.
const mobileNavItems = allMobileNavItems.filter(
(item) => item.href !== '/chat' || agentIdentity.isVerified,
)
const renderBadge = (item: NavItem | { comingSoon?: boolean; devBadge?: boolean; betaBadge?: boolean }, position: 'sidebar' | 'mobile') => {
const baseClass =
position === 'sidebar'
? 'ml-auto rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5'
: 'rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5'
if (item.comingSoon) return <span className={baseClass}>{tNav('badge_coming_soon')}</span>
if (item.devBadge) return <span className={baseClass}>{tNav('badge_dev')}</span>
if (item.betaBadge) return <span className={baseClass}>{tNav('badge_beta')}</span>
return null
}
return (
<>
{/* Desktop sidebar */}
<aside className="hidden md:fixed md:inset-y-0 md:flex md:w-64 md:flex-col">
<div className="flex min-h-0 flex-1 flex-col border-r border-border bg-background">
<div className="flex flex-1 flex-col overflow-y-auto pt-7 pb-4">
{/* Company switcher pinned to the top: the active company is
the strongest piece of context for everything below it. */}
<div className="px-5 mb-8">
<CompanySwitcher />
</div>
<nav className="px-3" aria-label={tNav('main_navigation')}>
{/* Top section: flat, no header. Hem, Assistent. */}
<div className="mb-4 space-y-px">
{topItems.map((item) => {
const active = isActive(item.href)
const enabled = isItemEnabled(item.href)
const badge: number | null = null
const decorBadge = renderBadge(item, 'sidebar')
const content = (
<>
{renderNavIcon(
item,
cn(
'mr-2.5 h-[15px] w-[15px] flex-shrink-0',
active ? 'text-primary' : 'text-muted-foreground group-hover:text-foreground',
),
)}
<span className="flex-1">{tNav(item.labelKey)}</span>
{decorBadge ? decorBadge : badge !== null && (
<span className="ml-auto min-w-[18px] h-[18px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1">
{badge > 99 ? '99+' : badge}
</span>
)}
</>
)
const baseClass = cn(
'group flex items-center px-3 py-[7px] text-[13px] rounded-lg',
enabled
? cn(
'transition-colors duration-150',
active
? 'bg-secondary text-foreground font-medium'
: 'text-muted-foreground hover:text-foreground hover:bg-secondary/60',
)
: 'text-muted-foreground/40 cursor-not-allowed',
)
return enabled ? (
<Link key={item.href} href={item.href} className={baseClass}>
{content}
</Link>
) : (
<div
key={item.href}
className={baseClass}
aria-disabled="true"
title={tNav('needs_company_tooltip')}
>
{content}
</div>
)
})}
</div>
{/* Collapsible groups: Arbeta, Analys, Data, Skatt & bokslut */}
{sidebarGroups
.filter(({ items }) => items.length > 0)
.map(({ key, items }) => {
const expanded = isGroupExpanded(key, items)
return (
<div key={key} className="mb-1">
<button
onClick={() => toggleGroup(key)}
className="w-full flex items-center justify-between px-3 py-1.5 text-[10px] font-semibold text-muted-foreground uppercase tracking-[0.08em] hover:text-foreground transition-colors rounded-lg"
>
<span>{tNav(groupLabelKey[key])}</span>
<ChevronDown
className={cn(
'h-3 w-3 transition-transform duration-200',
expanded && 'rotate-180',
)}
/>
</button>
{expanded && (
<div className="space-y-px animate-fade-in mb-2">
{items.map((item) => {
const Icon = item.icon
const active = isActive(item.href)
const enabled = isItemEnabled(item.href) && !item.comingSoon
const badge =
item.href === '/transactions' && liveUncategorizedTransactionCount > 0
? liveUncategorizedTransactionCount
: item.href === '/pending' && pendingOperationsCount > 0
? pendingOperationsCount
: null
const decorBadge = renderBadge(item, 'sidebar')
const content = (
<>
<Icon
className={cn(
'mr-2.5 h-[15px] w-[15px] flex-shrink-0',
active
? 'text-primary'
: 'text-muted-foreground group-hover:text-foreground',
)}
/>
<span className="flex-1">{tNav(item.labelKey)}</span>
{decorBadge ? decorBadge : badge !== null && (
<span className="ml-auto min-w-[18px] h-[18px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1">
{badge > 99 ? '99+' : badge}
</span>
)}
</>
)
const baseClass = cn(
'group flex items-center px-3 py-[7px] text-[13px] rounded-lg',
enabled
? cn(
'transition-colors duration-150',
active
? 'bg-secondary text-foreground font-medium'
: 'text-muted-foreground hover:text-foreground hover:bg-secondary/60',
)
: 'text-muted-foreground/40 cursor-not-allowed',
)
return enabled ? (
<Link key={item.href} href={item.href} className={baseClass}>
{content}
</Link>
) : (
<div
key={item.href}
className={baseClass}
aria-disabled="true"
title={
item.comingSoon
? tNav('badge_coming_soon')
: tNav('needs_company_tooltip')
}
>
{content}
</div>
)
})}
{/* Extension nav items land in Arbeta since extension
workspaces are work surfaces. Future categorised
extensions can opt into a different group via
their manifest. */}
{key === 'arbeta' &&
visibleExtensionNavItems.map((item) => {
const Icon = resolveIcon(item.icon)
const active = isActive(item.href)
const enabled = hasCompany
const labelTranslationKey = extensionLabelKey(item.href)
const label = labelTranslationKey
? tNav(labelTranslationKey)
: item.label
const content = (
<>
<Icon
className={cn(
'mr-2.5 h-[15px] w-[15px] flex-shrink-0',
active
? 'text-primary'
: 'text-muted-foreground group-hover:text-foreground',
)}
/>
{label}
</>
)
const baseClass = cn(
'group flex items-center px-3 py-[7px] text-[13px] rounded-lg',
enabled
? cn(
'transition-colors duration-150',
active
? 'bg-secondary text-foreground font-medium'
: 'text-muted-foreground hover:text-foreground hover:bg-secondary/60',
)
: 'text-muted-foreground/40 cursor-not-allowed',
)
return enabled ? (
<Link key={item.href} href={item.href} className={baseClass}>
{content}
</Link>
) : (
<div
key={item.href}
className={baseClass}
aria-disabled="true"
title={tNav('needs_company_tooltip')}
>
{content}
</div>
)
})}
</div>
)}
</div>
)
})}
</nav>
</div>
{/* Trial countdown touchpoint: the paywall is a lifecycle flow, not
a settings page, so trial state stays quietly visible in the
chrome instead of only inside Inställningar → Abonnemang.
Hidden for sandbox/demo (no checkout) and once any non-trial
grant is active (trialEndsAt is null then). */}
{!isSandbox && trialDaysLeft !== null && (
<div className="flex-shrink-0 px-3 pb-2">
<Link
href="/settings/billing"
className="flex items-center gap-2 rounded-lg border border-border px-3 py-2 text-xs text-muted-foreground hover:bg-secondary/60 hover:text-foreground transition-colors duration-150"
>
<Clock className="h-3.5 w-3.5 shrink-0" />
<span className="flex-1 truncate">
{tNav('trial_days_left', { days: trialDaysLeft })}
</span>
<ChevronRight className="h-3.5 w-3.5 shrink-0 opacity-50" />
</Link>
</div>
)}
{/* Account popover (bottom-left). Triggered by the signed-in
user's name + initial. Holds Inställningar, Hjälp, Support,
Logga ut. CompanySwitcher lives at the top of the sidebar,
not in here, different concept ("which company am I working
with" vs "who am I logged in as"). */}
<div className="flex-shrink-0 px-3 py-3 border-t border-border">
<DropdownMenu>
<DropdownMenuTrigger asChild>
<button
type="button"
className="group flex w-full items-center gap-2.5 rounded-lg px-3 py-2 text-left text-[13px] text-muted-foreground hover:bg-secondary/60 hover:text-foreground transition-colors duration-150"
>
<span className="flex h-7 w-7 flex-shrink-0 items-center justify-center rounded-full bg-secondary text-[11px] font-semibold uppercase text-foreground">
{accountInitial(userName, userEmail)}
</span>
<span className="flex-1 truncate font-medium text-foreground">
{userName?.trim() || userEmail || tNav('mitt_konto')}
</span>
<ChevronsUpDown className="h-3.5 w-3.5 opacity-50 group-hover:opacity-100" />
</button>
</DropdownMenuTrigger>
<DropdownMenuContent side="top" align="start" className="w-60">
{(userName || userEmail) && (
<>
<DropdownMenuLabel className="font-normal">
<div className="flex flex-col gap-0.5">
{userName && (
<span className="text-sm font-medium text-foreground truncate">
{userName}
</span>
)}
{userEmail && (
<span className="text-xs text-muted-foreground truncate">
{userEmail}
</span>
)}
</div>
</DropdownMenuLabel>
<DropdownMenuSeparator />
</>
)}
<DropdownMenuItem asChild>
<Link href="/settings" className="cursor-pointer">
<Settings className="mr-2 h-4 w-4" />
{tNav('settings')}
</Link>
</DropdownMenuItem>
<DropdownMenuItem asChild>
<Link href="/help" className="cursor-pointer">
<HelpCircle className="mr-2 h-4 w-4" />
{tNav('help')}
</Link>
</DropdownMenuItem>
<DropdownMenuItem asChild>
<SupportLink variant="muted" className="cursor-pointer" />
</DropdownMenuItem>
<DropdownMenuSeparator />
<DropdownMenuItem
onSelect={(e) => {
e.preventDefault()
void handleLogout()
}}
className="cursor-pointer text-muted-foreground focus:text-foreground"
>
<LogOut className="mr-2 h-4 w-4" />
{isSandbox ? tNav('logout_sandbox') : tCommon('logout')}
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
</div>
</div>
</aside>
{/* Mobile bottom navigation */}
<nav className="md:hidden fixed bottom-0 left-0 right-0 z-50 bg-card/98 backdrop-blur-sm border-t border-border/40" style={{ paddingBottom: 'env(safe-area-inset-bottom, 0px)' }} aria-label={tNav('mobile_navigation')}>
<div className="flex items-center justify-around h-16 px-2">
{mobileNavItems.map((item) => {
const active = isActive(item.href)
const enabled = isItemEnabled(item.href)
const badge = item.href === '/transactions' && liveUncategorizedTransactionCount > 0
? liveUncategorizedTransactionCount
: null
const content = (
<>
<div className="relative">
{renderNavIcon(item, cn('h-5 w-5 mb-1', active && 'text-primary'))}
{badge !== null && (
<span className="absolute -top-1.5 -right-2.5 min-w-[16px] h-[16px] flex items-center justify-center rounded-full bg-primary text-primary-foreground text-[9px] font-semibold px-0.5">
{badge > 99 ? '99+' : badge}
</span>
)}
</div>
<span className={cn(
"truncate",
active && "font-medium"
)}>{tNav(item.labelKey)}</span>
</>
)
const baseClass = cn(
'relative flex flex-col items-center justify-center flex-1 h-full text-xs',
enabled
? cn(
'transition-colors duration-200',
active ? 'text-primary' : 'text-muted-foreground'
)
: 'text-muted-foreground/40'
)
return enabled ? (
<Link key={item.href} href={item.href} className={baseClass}>
{content}
</Link>
) : (
<div key={item.href} className={baseClass} aria-disabled="true">
{content}
</div>
)
})}
{/* Menu button */}
<button
onClick={openMobileMenu}
aria-label={tNav('open_menu')}
className="flex flex-col items-center justify-center flex-1 h-full text-xs text-muted-foreground transition-colors duration-200"
>
<Menu className="h-5 w-5 mb-1" />
<span>{tNav('menu')}</span>
</button>
</div>
</nav>
{/* Mobile menu: bottom sheet */}
{isMobileMenuOpen && (
<>
{/* Backdrop */}
<div
className={cn(
"md:hidden fixed inset-0 bg-background/80 backdrop-blur-sm z-50",
isClosing ? "animate-out fade-out duration-200" : "animate-in fade-in duration-300"
)}
onClick={closeMobileMenu}
aria-hidden="true"
/>
{/* Bottom sheet */}
<div
className={cn(
"md:hidden fixed inset-x-0 bottom-0 z-50 bg-card rounded-t-2xl border-t border-border/40 overflow-y-auto overscroll-contain",
isClosing
? "animate-out slide-out-to-bottom duration-200"
: "animate-in slide-in-from-bottom duration-300"
)}
style={{ maxHeight: '85dvh', paddingBottom: 'env(safe-area-inset-bottom, 0px)' }}
role="dialog"
aria-label={tNav('navigation_menu')}
>
{/* Drag handle */}
<div className="flex justify-center pt-3 pb-1 sticky top-0 bg-card rounded-t-2xl">
<div className="w-8 h-1 rounded-full bg-muted-foreground/25" />
</div>
{/* Header */}
<div className="px-4 pb-2 flex items-center justify-between">
<div className="flex-1 min-w-0 mr-2">
<CompanySwitcher />
</div>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 -mr-1"
onClick={closeMobileMenu}
aria-label={tNav('close_menu')}
>
<X className="h-4 w-4" />
</Button>
</div>
{/* Navigation */}
<div className="px-2">
{/* Top items (Hem, Assistent) */}
<div className="space-y-0.5">
{topItems.map((item) => {
const active = isActive(item.href)
const enabled = isItemEnabled(item.href)
const badge: number | null = null
const decorBadge = renderBadge(item, 'mobile')
const content = (
<>
{renderNavIcon(item, cn('h-[18px] w-[18px] flex-shrink-0', active ? 'text-primary' : 'text-muted-foreground'))}
<span className="text-sm flex-1">{tNav(item.labelKey)}</span>
{decorBadge ? decorBadge : badge !== null && (
<span className="min-w-[20px] h-[20px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1.5">
{badge > 99 ? '99+' : badge}
</span>
)}
</>
)
const baseClass = cn(
'flex items-center gap-3 px-3 min-h-[44px] rounded-lg',
enabled
? cn(
'transition-colors',
active
? 'bg-primary/10 text-primary font-medium'
: 'text-foreground active:bg-muted/60'
)
: 'text-muted-foreground/40'
)
return enabled ? (
<Link
key={item.href}
href={item.href}
onClick={closeMobileMenu}
className={baseClass}
>
{content}
</Link>
) : (
<div key={item.href} className={baseClass} aria-disabled="true">
{content}
</div>
)
})}
</div>
{/* Arbeta / Analys / Data / Skatt & bokslut groups (mobile) */}
{sidebarGroups.filter(({ items }) => items.length > 0).map(({ key, items }) => (
<div key={key}>
<div className="flex items-center gap-3 my-1.5 px-3">
<span className="text-[10px] font-semibold text-muted-foreground/60 uppercase tracking-[0.08em]">{tNav(groupLabelKey[key])}</span>
<div className="flex-1 h-px bg-border/30" />
</div>
<div className="space-y-0.5">
{items.map((item) => {
const Icon = item.icon
const active = isActive(item.href)
const enabled = isItemEnabled(item.href) && !item.comingSoon
const badge = item.href === '/transactions' && liveUncategorizedTransactionCount > 0
? liveUncategorizedTransactionCount
: item.href === '/pending' && pendingOperationsCount > 0
? pendingOperationsCount
: null
const decorBadge = renderBadge(item, 'mobile')
const content = (
<>
<Icon className={cn("h-[18px] w-[18px] flex-shrink-0", active ? "text-primary" : "text-muted-foreground")} />
<span className="text-sm flex-1">{tNav(item.labelKey)}</span>
{decorBadge ? decorBadge : badge !== null && (
<span className="min-w-[20px] h-[20px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1.5">
{badge > 99 ? '99+' : badge}
</span>
)}
</>
)
const baseClass = cn(
'flex items-center gap-3 px-3 min-h-[44px] rounded-lg',
enabled
? cn(
'transition-colors',
active
? 'bg-primary/10 text-primary font-medium'
: 'text-foreground active:bg-muted/60'
)
: 'text-muted-foreground/40'
)
return enabled ? (
<Link
key={item.href}
href={item.href}
onClick={closeMobileMenu}
className={baseClass}
>
{content}
</Link>
) : (
<div key={item.href} className={baseClass} aria-disabled="true">
{content}
</div>
)
})}
</div>
</div>
))}
{/* Tillägg (extensions): only when there's at least one */}
{visibleExtensionNavItems.length > 0 && (
<>
<div className="flex items-center gap-3 my-1.5 px-3">
<span className="text-[10px] font-semibold text-muted-foreground/60 uppercase tracking-[0.08em]">{tNav('group_extensions')}</span>
<div className="flex-1 h-px bg-border/30" />
</div>
<div className="space-y-0.5">
{visibleExtensionNavItems.map((item) => {
const Icon = resolveIcon(item.icon)
const active = isActive(item.href)
const enabled = hasCompany
const labelTranslationKey = extensionLabelKey(item.href)
const label = labelTranslationKey ? tNav(labelTranslationKey) : item.label
const content = (
<>
<Icon className={cn("h-[18px] w-[18px] flex-shrink-0", active ? "text-primary" : "text-muted-foreground")} />
<span className="text-sm">{label}</span>
</>
)
const baseClass = cn(
'flex items-center gap-3 px-3 min-h-[44px] rounded-lg',
enabled
? cn(
'transition-colors',
active
? 'bg-primary/10 text-primary font-medium'
: 'text-foreground active:bg-muted/60'
)
: 'text-muted-foreground/40'
)
return enabled ? (
<Link
key={item.href}
href={item.href}
onClick={closeMobileMenu}
className={baseClass}
>
{content}
</Link>
) : (
<div key={item.href} className={baseClass} aria-disabled="true">
{content}
</div>
)
})}
</div>
</>
)}
{/* Mitt konto divider */}
<div className="flex items-center gap-3 my-1.5 px-3">
<span className="text-[10px] font-semibold text-muted-foreground/60 uppercase tracking-[0.08em]">{tNav('mitt_konto')}</span>
<div className="flex-1 h-px bg-border/30" />
</div>
<div className="space-y-0.5">
{([
{ href: '/settings', labelKey: 'settings' as NavLabelKey, icon: Settings },
{ href: '/help', labelKey: 'help' as NavLabelKey, icon: HelpCircle },
]).map((item) => {
const Icon = item.icon
const active = isActive(item.href)
const enabled = isItemEnabled(item.href)
const content = (
<>
<Icon className={cn("h-[18px] w-[18px] flex-shrink-0", active ? "text-primary" : "text-muted-foreground")} />
<span className="text-sm">{tNav(item.labelKey)}</span>
</>
)
const baseClass = cn(
'flex items-center gap-3 px-3 min-h-[44px] rounded-lg',
enabled
? cn(
'transition-colors',
active
? 'bg-primary/10 text-primary font-medium'
: 'text-foreground active:bg-muted/60'
)
: 'text-muted-foreground/40'
)
return enabled ? (
<Link
key={item.href}
href={item.href}
onClick={closeMobileMenu}
className={baseClass}
>
{content}
</Link>
) : (
<div key={item.href} className={baseClass} aria-disabled="true">
{content}
</div>
)
})}
</div>
</div>
{/* Support + Logout */}
<div className="px-2 py-2 mt-1 border-t border-border space-y-1">
<div className="px-3 py-2">
<SupportLink variant="muted" />
</div>
<Button
variant="ghost"
className="w-full justify-start text-muted-foreground active:text-foreground text-sm h-11 px-3"
onClick={() => {
closeMobileMenu()
handleLogout()
}}
>
<LogOut className="mr-3 h-[18px] w-[18px]" />
{isSandbox ? tNav('logout_sandbox') : tCommon('logout')}
</Button>
</div>
</div>
</>
)}
</>
)
}