Bundles several in-progress efforts that were sitting uncommitted: - User queue-preferences (migration 087, API route, popover component) - QBO invoice soft-delete (migration 088) and AR diagnostics route - Dashboard/mobile engagement route and page adjustments - Docker Compose log-rotation config - One-off ticket/RMM investigation scripts (scripts/) - Planning docs: phase verification/pattern notes, mobile shell design spec - .gitignore: exclude local scratch financial/inventory data and Claude Code worktree/local-settings runtime state (never meant for version control) Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01W6RuWdiUiXrPK6FLBHjtpY
398 lines
18 KiB
TypeScript
398 lines
18 KiB
TypeScript
'use client';
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import { useEffect, useState } from 'react';
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import { toast } from 'sonner';
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import {
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RefreshCw,
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AlertTriangle,
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CheckCircle2,
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ChevronDown,
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ChevronRight,
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CloudDownload,
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} from 'lucide-react';
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import { KpiCardMobile } from '@/components/mobile/KpiCardMobile';
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import { FinanceRow } from '@/components/mobile/FinanceRow';
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import { FinanceSkeleton } from '@/components/mobile/FinanceSkeleton';
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import {
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Collapsible,
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CollapsibleContent,
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CollapsibleTrigger,
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} from '@/components/ui/collapsible';
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import { Button } from '@/components/ui/button';
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import { useUserTimezone } from '@/lib/hooks/use-user-timezone';
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interface AgingBucket { balance: number; count: number; }
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interface FinanceData {
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summary: {
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total_ar: number; total_ar_count: number;
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total_ar_gross?: number; unapplied_credits?: number;
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current_balance: number; current_count: number;
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overdue_balance: number; overdue_count: number;
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paid_mtd: number; paid_ytd: number;
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};
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aging: { days_1_30: AgingBucket; days_31_60: AgingBucket; days_60_plus: AgingBucket };
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top_customers: { customer_ref_name: string; balance: number; invoice_count: number }[];
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open_invoices: { id: string; doc_number: string; txn_date: string; due_date: string; customer_ref_name: string; total_amt: number; balance: number; status: string; days_overdue: number }[];
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recent_payments: { id: string; txn_date: string; customer_ref_name: string; total_amt: number }[];
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monthly_revenue: { month: string; revenue: number; count: number }[];
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}
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function fmt$(n: number) {
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return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }).format(n);
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}
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function fmtDate(ts: string, tz: string) {
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return new Date(ts).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric', timeZone: tz });
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}
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export default function MobileFinance() {
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const tz = useUserTimezone();
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const [data, setData] = useState<FinanceData | null>(null);
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState<string | null>(null);
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const [invoicesOpen, setInvoicesOpen] = useState(false);
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const [paymentsOpen, setPaymentsOpen] = useState(false);
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const [tab, setTab] = useState<'open' | 'overdue'>('overdue');
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const [syncing, setSyncing] = useState(false);
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const [syncMsg, setSyncMsg] = useState<string | null>(null);
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const [lastSync, setLastSync] = useState<string | null>(null);
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const load = async () => {
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setLoading(true); setError(null);
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try {
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const r = await fetch('/api/mobile/finance');
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if (!r.ok) throw new Error('Failed to load');
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setData(await r.json());
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} catch (e) {
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setError(String(e));
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toast.error('Failed to refresh finance data');
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} finally { setLoading(false); }
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};
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const loadLastSync = async () => {
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try {
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const r = await fetch('/api/qbo/sync');
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if (r.ok) {
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const d = await r.json();
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const ts = d.lastSync?.invoices;
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setLastSync(ts ? new Date(ts).toLocaleString('en-US', { month: 'short', day: 'numeric', hour: 'numeric', minute: '2-digit', timeZone: tz }) : null);
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}
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} catch {}
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};
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const syncAndRefresh = async () => {
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if (syncing) return;
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setSyncing(true);
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setSyncMsg('Starting sync…');
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try {
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const r = await fetch('/api/qbo/sync', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ syncType: 'incremental', triggeredBy: 'mobile-finance' }) });
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if (r.status === 409) { setSyncMsg('Sync already in progress — refreshing data…'); }
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else if (!r.ok) {
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setSyncMsg(null);
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setSyncing(false);
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toast.error('Sync failed — check QBO connection');
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return;
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}
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else { setSyncMsg('Syncing with QuickBooks…'); }
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// Poll until sync completes (max 90s)
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const start = Date.now();
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let lastTs: string | null = null;
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while (Date.now() - start < 90_000) {
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await new Promise(res => setTimeout(res, 4000));
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const s = await fetch('/api/qbo/sync');
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if (s.ok) {
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const sd = await s.json();
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const ts = sd.lastSync?.invoices;
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if (ts && ts !== lastTs) { lastTs = ts; break; }
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}
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}
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setSyncMsg('Refreshing data…');
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await load();
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await loadLastSync();
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setSyncMsg(null);
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toast.success('QuickBooks sync complete');
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} catch (e) {
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setSyncMsg('Error: ' + String(e));
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toast.error('Sync failed — check QBO connection');
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} finally {
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setSyncing(false);
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}
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};
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useEffect(() => { load(); loadLastSync(); }, []);
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if (loading && !data) return <FinanceSkeleton />;
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if (error) return (
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<div className="rounded-xl border border-destructive/30 bg-destructive/10 px-4 py-6 text-center mx-4 my-4">
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<p className="text-sm font-semibold text-destructive">Failed to load finance data</p>
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<p className="text-xs text-muted-foreground mt-1">Check your connection and try again.</p>
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<Button variant="outline" size="sm" className="mt-4" onClick={load}>Retry</Button>
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</div>
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);
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if (!data) return null;
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const { summary, aging, top_customers, open_invoices, recent_payments, monthly_revenue } = data;
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const overdueInvoices = open_invoices.filter(i => i.status === 'Overdue');
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const currentInvoices = open_invoices.filter(i => i.status === 'Open');
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const isEmpty = summary.total_ar === 0 && open_invoices.length === 0;
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return (
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<div className="pb-4 space-y-6">
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{/* ── Header controls row ─────────────────────────────── */}
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<div className="flex items-center justify-end gap-2 px-4 pt-4">
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{lastSync && (
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<span className="text-[10px] text-muted-foreground mr-auto">Last sync {lastSync}</span>
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)}
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<button
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onClick={load}
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disabled={loading}
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aria-label="Refresh finance data"
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className="p-3 rounded-full hover:bg-muted/50 transition-colors disabled:opacity-40"
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>
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<RefreshCw className={`h-4 w-4 ${loading ? 'animate-spin' : ''}`} />
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</button>
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<button
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onClick={syncAndRefresh}
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disabled={syncing}
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aria-label="Sync from QuickBooks"
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className="flex items-center gap-2 px-3 py-2 rounded-xl bg-primary text-primary-foreground text-xs font-semibold disabled:opacity-50 hover:bg-primary/90 transition-colors"
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>
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<CloudDownload className={`h-3.5 w-3.5 ${syncing ? 'animate-pulse' : ''}`} />
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{syncing ? 'Syncing…' : 'Sync QBO'}
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</button>
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</div>
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{/* ── Sync progress banner ────────────────────────────── */}
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{syncMsg && (
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<div className="flex items-center gap-2 bg-muted text-xs text-muted-foreground rounded-xl px-3 py-2 mx-4">
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<RefreshCw className="h-3 w-3 animate-spin shrink-0" />
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{syncMsg}
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</div>
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)}
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{isEmpty ? (
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/* ── Empty state ──────────────────────────────────── */
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<>
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{/* KPI grid still renders when AR is zero — informative even at zero */}
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<section className="px-4">
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<div className="grid grid-cols-2 gap-3">
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<KpiCardMobile
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label="TOTAL AR"
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value={fmt$(summary.total_ar)}
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caption={
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summary.unapplied_credits && summary.unapplied_credits > 0
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? `${summary.total_ar_count} open · −${fmt$(summary.unapplied_credits)} credits`
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: `${summary.total_ar_count} open invoices`
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}
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/>
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<KpiCardMobile
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label="CURRENT"
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value={fmt$(summary.current_balance)}
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caption={`${summary.current_count} invoices`}
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/>
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<KpiCardMobile
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label="OVERDUE"
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value={fmt$(summary.overdue_balance)}
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caption={`${summary.overdue_count} invoices`}
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tone="attention"
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/>
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<KpiCardMobile
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label="PAID MTD"
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value={fmt$(summary.paid_mtd)}
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caption={`YTD: ${fmt$(summary.paid_ytd)}`}
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/>
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</div>
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</section>
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<div className="rounded-xl border bg-muted/30 px-4 py-8 mx-4 text-center">
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<p className="text-sm text-muted-foreground">No outstanding AR</p>
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</div>
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</>
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) : (
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<>
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{/* ── KPI 2×2 grid ──────────────────────────────── */}
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<div className="grid grid-cols-2 gap-3 px-4">
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<KpiCardMobile
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label="TOTAL AR"
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value={fmt$(summary.total_ar)}
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caption={`${summary.total_ar_count} open invoices`}
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/>
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<KpiCardMobile
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label="CURRENT"
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value={fmt$(summary.current_balance)}
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caption={`${summary.current_count} invoices`}
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/>
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<KpiCardMobile
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label="OVERDUE"
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value={fmt$(summary.overdue_balance)}
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caption={`${summary.overdue_count} invoices`}
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tone="attention"
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/>
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<KpiCardMobile
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label="PAID MTD"
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value={fmt$(summary.paid_mtd)}
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caption={`YTD: ${fmt$(summary.paid_ytd)}`}
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/>
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</div>
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{/* ── Overdue Aging row ──────────────────────────── */}
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{summary.overdue_balance > 0 && (
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<section className="px-4">
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<h2 className="text-sm font-semibold mb-2">Overdue Aging</h2>
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<div className="grid grid-cols-3 gap-2">
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{([
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{ label: '1–30 days', bucket: aging.days_1_30, classes: 'text-amber-600 bg-amber-50 dark:bg-amber-950/30 border-amber-200 dark:border-amber-800' },
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{ label: '31–60 days', bucket: aging.days_31_60, classes: 'text-orange-600 bg-orange-50 dark:bg-orange-950/30 border-orange-200 dark:border-orange-800' },
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{ label: '60+ days', bucket: aging.days_60_plus, classes: 'text-destructive bg-destructive/10 border-destructive/30' },
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] as const).map(({ label, bucket, classes }) => (
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<div key={label} className={`rounded-xl border p-3 ${classes}`}>
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<p className="text-sm font-semibold">{fmt$(bucket.balance)}</p>
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<p className="text-[10px] mt-0.5">{label}</p>
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<p className="text-[10px] font-mono opacity-70">{bucket.count} inv</p>
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</div>
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))}
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</div>
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</section>
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)}
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{/* ── Top AR by Customer ─────────────────────────── */}
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{top_customers.length > 0 && (
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<section className="px-4">
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<h2 className="text-sm font-semibold mb-2">Top AR by Customer</h2>
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<div className="rounded-xl border divide-y overflow-hidden">
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{top_customers.map((c) => {
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const pct = summary.total_ar > 0 ? Math.round((c.balance / summary.total_ar) * 100) : 0;
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return (
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<div key={c.customer_ref_name} className="px-4 py-3 flex items-center gap-3">
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<div className="flex-1 min-w-0">
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<p className="text-sm font-semibold truncate">{c.customer_ref_name}</p>
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<p className="text-xs text-muted-foreground mt-0.5">
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{c.invoice_count} invoice{c.invoice_count !== 1 ? 's' : ''}
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</p>
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</div>
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<div className="shrink-0 text-right">
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<p className="text-sm font-semibold">{fmt$(c.balance)}</p>
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<div className="w-16 h-1 rounded-full bg-muted overflow-hidden mt-1">
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<div className="h-full rounded-full bg-primary/70" style={{ width: `${pct}%` }} />
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</div>
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</div>
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</div>
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);
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})}
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</div>
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</section>
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)}
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{/* ── Open Invoices Collapsible ──────────────────── */}
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<section className="px-4">
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<Collapsible open={invoicesOpen} onOpenChange={setInvoicesOpen}>
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<div className="rounded-xl border overflow-hidden">
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<CollapsibleTrigger className="w-full flex items-center justify-between px-4 py-4 hover:bg-muted/50 transition-colors">
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<span className="flex items-center gap-2">
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<AlertTriangle className="h-4 w-4 text-muted-foreground" />
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<span className="text-sm font-semibold">Open Invoices</span>
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<span className="text-xs text-muted-foreground bg-muted rounded-full px-2 py-1 font-mono">{open_invoices.length}</span>
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</span>
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{invoicesOpen
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? <ChevronDown className="h-4 w-4 text-muted-foreground" />
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: <ChevronRight className="h-4 w-4 text-muted-foreground" />}
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</CollapsibleTrigger>
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<CollapsibleContent>
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<div className="flex border-t border-b">
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{(['overdue', 'open'] as const).map((t) => (
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<button
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key={t}
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onClick={() => setTab(t)}
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aria-pressed={tab === t}
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className={`flex-1 text-xs py-2 border-b-2 transition-colors ${
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tab === t
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? 'border-primary text-primary font-semibold'
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: 'border-transparent text-muted-foreground font-normal'
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}`}
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>
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{t === 'overdue' ? `Overdue (${overdueInvoices.length})` : `Current (${currentInvoices.length})`}
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</button>
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))}
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</div>
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<div className="divide-y max-h-80 overflow-y-auto">
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{(tab === 'overdue' ? overdueInvoices : currentInvoices).map((inv) => (
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<FinanceRow
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key={inv.id}
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primary={inv.customer_ref_name}
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amount={fmt$(inv.balance)}
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amountTone={inv.status === 'Overdue' ? 'destructive' : 'default'}
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secondary={
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<>
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#{inv.doc_number} · Due {fmtDate(inv.due_date, tz)}
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{inv.days_overdue > 0 && (
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<span className="text-destructive ml-1">({inv.days_overdue}d overdue)</span>
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)}
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</>
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}
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/>
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))}
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</div>
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</CollapsibleContent>
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</div>
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</Collapsible>
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</section>
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{/* ── Recent Payments Collapsible ────────────────── */}
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<section className="px-4">
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<Collapsible open={paymentsOpen} onOpenChange={setPaymentsOpen}>
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<div className="rounded-xl border overflow-hidden">
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<CollapsibleTrigger className="w-full flex items-center justify-between px-4 py-4 hover:bg-muted/50 transition-colors">
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<span className="flex items-center gap-2">
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<CheckCircle2 className="h-4 w-4 text-muted-foreground" />
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<span className="text-sm font-semibold">Recent Payments</span>
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<span className="text-xs text-muted-foreground bg-muted rounded-full px-2 py-1 font-mono">{recent_payments.length}</span>
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</span>
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{paymentsOpen
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? <ChevronDown className="h-4 w-4 text-muted-foreground" />
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: <ChevronRight className="h-4 w-4 text-muted-foreground" />}
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</CollapsibleTrigger>
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<CollapsibleContent>
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<div className="divide-y border-t max-h-64 overflow-y-auto">
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{recent_payments.length === 0 ? (
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<div className="px-4 py-3 text-sm text-muted-foreground">—</div>
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) : (
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recent_payments.map((p) => (
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<FinanceRow
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key={p.id}
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primary={p.customer_ref_name}
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amount={fmt$(p.total_amt)}
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amountTone="positive"
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secondary={fmtDate(p.txn_date, tz)}
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/>
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))
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)}
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</div>
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</CollapsibleContent>
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</div>
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</Collapsible>
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</section>
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{/* ── Monthly Revenue stacked list ───────────────── */}
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{monthly_revenue.length > 0 && (
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<section className="px-4">
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<h2 className="text-sm font-semibold mb-2">Revenue — last 12 months</h2>
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<div className="rounded-xl border divide-y overflow-hidden">
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{monthly_revenue.map((m) => {
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const monthLabel = new Date(m.month).toLocaleDateString('en-US', { month: 'short', year: 'numeric', timeZone: tz });
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return (
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<div key={m.month} className="px-4 py-3 flex items-center justify-between gap-2">
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<p className="text-sm font-semibold">{monthLabel}</p>
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<div className="text-right shrink-0">
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<p className="text-sm font-semibold">{fmt$(m.revenue)}</p>
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<p className="text-xs text-muted-foreground">{m.count} invoice{m.count !== 1 ? 's' : ''}</p>
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</div>
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</div>
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);
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})}
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</div>
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</section>
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)}
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</>
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)}
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</div>
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);
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}
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