Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
354 lines
16 KiB
TypeScript
354 lines
16 KiB
TypeScript
import { createFileRoute, Link } from "@tanstack/react-router";
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import { useEffect, useMemo, useState } from "react";
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import { ProtectedLayout } from "@/components/protected-layout";
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import { PageContainer, PageHeader } from "@/components/app-shell";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { Badge } from "@/components/ui/badge";
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import { supabase } from "@/integrations/supabase/client";
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import { useAuth } from "@/lib/auth";
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import {
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Briefcase, Receipt, Clock, ArrowRight, CalendarDays, FileText,
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CheckSquare, UserPlus, DollarSign, Wallet, AlertCircle, CreditCard,
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} from "lucide-react";
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import { formatCurrency, formatDate, statusBadgeClass } from "@/lib/format";
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import { format, startOfDay, startOfMonth, endOfMonth, subDays } from "date-fns";
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export const Route = createFileRoute("/")({
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component: () => (
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<ProtectedLayout>
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<Dashboard />
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</ProtectedLayout>
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),
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});
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interface Financial {
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trustBalance: number;
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paidThisMonth: number;
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overdueTotal: number;
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unsentTotal: number;
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}
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interface MyTaskCounts {
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dueToday: number;
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overdue: number;
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incomplete: number;
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}
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interface OpenCases {
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open: number;
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newLast30: number;
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closedLast30: number;
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}
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function Dashboard() {
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const { user } = useAuth();
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const [financial, setFinancial] = useState<Financial>({ trustBalance: 0, paidThisMonth: 0, overdueTotal: 0, unsentTotal: 0 });
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const [myTasks, setMyTasks] = useState<MyTaskCounts>({ dueToday: 0, overdue: 0, incomplete: 0 });
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const [openCases, setOpenCases] = useState<OpenCases>({ open: 0, newLast30: 0, closedLast30: 0 });
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const [todaysEvents, setTodaysEvents] = useState<any[]>([]);
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const [recentCases, setRecentCases] = useState<any[]>([]);
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const [recentInvoices, setRecentInvoices] = useState<any[]>([]);
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const [recentPayments, setRecentPayments] = useState<any[]>([]);
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const [loading, setLoading] = useState(true);
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useEffect(() => {
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if (!user?.id) return;
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(async () => {
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setLoading(true);
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const today = startOfDay(new Date());
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const todayStr = format(today, "yyyy-MM-dd");
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const monthStart = format(startOfMonth(today), "yyyy-MM-dd");
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const monthEnd = format(endOfMonth(today), "yyyy-MM-dd");
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const thirtyAgo = format(subDays(today, 30), "yyyy-MM-dd");
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const [
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trustRes, paymentsRes, invoicesRes,
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myAssigneeRes,
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openCasesRes, newCasesRes, closedCasesRes,
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tasksTodayRes, hearingsTodayRes,
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recentCasesRes, recentInvRes, recentPayRes,
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] = await Promise.all([
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supabase.from("trust_ledger_entries").select("entry_type, amount"),
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supabase.from("invoice_payments").select("amount, paid_on").gte("paid_on", monthStart).lte("paid_on", monthEnd),
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supabase.from("invoices").select("id, total, amount_paid, status, due_date"),
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supabase.from("task_assignees").select("task_id, task:tasks(id, status, due_date)").eq("user_id", user.id),
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supabase.from("cases").select("id", { count: "exact", head: true }).in("status", ["intake", "active", "on_hold"]),
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supabase.from("cases").select("id", { count: "exact", head: true }).gte("opened_at", thirtyAgo),
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supabase.from("cases").select("id", { count: "exact", head: true }).gte("closed_at", thirtyAgo).not("closed_at", "is", null),
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supabase.from("tasks").select("id, title, due_date, case_id, case:cases(case_number, title)").eq("status", "incomplete").eq("due_date", todayStr),
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supabase.from("cases").select("id, title, case_number, next_hearing_date, next_hearing_notes").eq("next_hearing_date", todayStr),
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supabase.from("cases").select("id, case_number, title, status, updated_at, client:clients(name)").order("updated_at", { ascending: false }).limit(5),
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supabase.from("invoices").select("id, invoice_number, total, status, issue_date, client:clients(name)").order("created_at", { ascending: false }).limit(5),
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supabase.from("payment_requests").select("id, recipient_name, description, total_amount_cents, status, created_at, paid_at").order("created_at", { ascending: false }).limit(5),
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]);
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// Trust balance
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const trustBalance = (trustRes.data ?? []).reduce((s, e: any) => {
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return s + (e.entry_type === "deposit" ? Number(e.amount) : -Number(e.amount));
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}, 0);
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// Paid this month
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const paidThisMonth = (paymentsRes.data ?? []).reduce((s, p: any) => s + Number(p.amount), 0);
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// Overdue + unsent totals (remaining)
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let overdueTotal = 0;
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let unsentTotal = 0;
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for (const inv of (invoicesRes.data ?? []) as any[]) {
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const remaining = Number(inv.total) - Number(inv.amount_paid);
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if (remaining <= 0) continue;
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if (inv.status === "draft") unsentTotal += remaining;
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if (inv.due_date && inv.due_date < todayStr && inv.status !== "paid") overdueTotal += remaining;
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}
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// My tasks
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const myTaskRows = (myAssigneeRes.data ?? []).map((r: any) => r.task).filter(Boolean);
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let dueToday = 0, overdue = 0, incomplete = 0;
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for (const t of myTaskRows) {
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if (t.status !== "incomplete") continue;
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incomplete++;
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if (t.due_date) {
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if (t.due_date === todayStr) dueToday++;
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else if (t.due_date < todayStr) overdue++;
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}
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}
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// Today's events: combine tasks + hearings
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const evts: any[] = [
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...((tasksTodayRes.data ?? []) as any[]).map((t) => ({
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id: `task-${t.id}`, kind: "task", title: t.title,
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subtitle: t.case ? `${t.case.case_number} · ${t.case.title}` : null,
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to: t.case_id ? `/cases/${t.case_id}` : "/tasks",
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})),
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...((hearingsTodayRes.data ?? []) as any[]).map((c) => ({
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id: `hearing-${c.id}`, kind: "hearing", title: `Hearing: ${c.title}`,
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subtitle: c.case_number, to: `/cases/${c.id}`,
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})),
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];
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setFinancial({ trustBalance, paidThisMonth, overdueTotal, unsentTotal });
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setMyTasks({ dueToday, overdue, incomplete });
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setOpenCases({
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open: openCasesRes.count ?? 0,
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newLast30: newCasesRes.count ?? 0,
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closedLast30: closedCasesRes.count ?? 0,
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});
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setTodaysEvents(evts);
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setRecentCases(recentCasesRes.data ?? []);
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setRecentInvoices(recentInvRes.data ?? []);
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setRecentPayments(recentPayRes.data ?? []);
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setLoading(false);
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})();
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}, [user?.id]);
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const quickActions = useMemo(() => [
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{ label: "Add task", icon: CheckSquare, to: "/tasks" },
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{ label: "Add case", icon: Briefcase, to: "/cases/new" },
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{ label: "Add contact", icon: UserPlus, to: "/contacts" },
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{ label: "Create invoice", icon: Receipt, to: "/invoices" },
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{ label: "Add time", icon: Clock, to: "/tasks" },
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{ label: "Add expense", icon: DollarSign, to: "/cases" },
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], []);
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const financialCards = [
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{ label: "Trust account balance", value: formatCurrency(financial.trustBalance), tone: "bg-muted/40", icon: Wallet, to: "/clients" },
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{ label: "Invoices paid this mo.", value: formatCurrency(financial.paidThisMonth), tone: "bg-emerald-500/10", icon: Receipt, to: "/invoices" },
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{ label: "Overdue invoice total", value: formatCurrency(financial.overdueTotal), tone: "bg-destructive/10", icon: AlertCircle, to: "/invoices" },
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{ label: "Unsent invoice total", value: formatCurrency(financial.unsentTotal), tone: "bg-muted/40", icon: FileText, to: "/invoices" },
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];
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return (
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<PageContainer>
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<PageHeader title="Dashboard" description="Practice snapshot and recent activity." />
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{/* Quick actions */}
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<Card className="mb-6">
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<CardContent className="p-4">
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<div className="text-xs uppercase tracking-wider text-muted-foreground mb-3">Quick actions</div>
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<div className="flex flex-wrap gap-2">
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{quickActions.map((a) => (
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<Button key={a.label} asChild variant="outline" size="sm">
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<Link to={a.to}><a.icon className="h-3.5 w-3.5 mr-1.5" />{a.label}</Link>
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</Button>
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))}
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</div>
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</CardContent>
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</Card>
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{/* Recent payments (moved to top) */}
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<Card className="mb-6">
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<CardHeader className="flex flex-row items-center justify-between">
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<CardTitle className="text-base flex items-center gap-2">
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<CreditCard className="h-4 w-4" />
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Recent payments
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</CardTitle>
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<Button asChild variant="ghost" size="sm">
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<Link to="/payments">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
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</Button>
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</CardHeader>
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<CardContent className="space-y-1">
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{recentPayments.length === 0 && <p className="text-sm text-muted-foreground">No payment requests yet.</p>}
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{recentPayments.map((p) => (
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<Link key={p.id} to="/pay/$id" params={{ id: p.id }}
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className="flex items-center justify-between py-2.5 px-2 rounded-md hover:bg-muted/60 -mx-2">
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<div className="min-w-0">
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<div className="text-sm font-medium truncate">{p.recipient_name}</div>
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<div className="text-xs text-muted-foreground truncate">
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{p.description || "Payment request"} · {formatDate(p.paid_at || p.created_at)}
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</div>
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</div>
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<div className="flex items-center gap-2">
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<span className="text-sm font-medium">{formatCurrency((p.total_amount_cents ?? 0) / 100)}</span>
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<Badge variant="outline" className={statusBadgeClass(p.status)}>{p.status}</Badge>
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</div>
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</Link>
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))}
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</CardContent>
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</Card>
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{/* Financial + My tasks */}
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<div className="grid lg:grid-cols-[2fr_1fr] gap-6 mb-6">
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<Card>
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<CardHeader>
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<CardTitle className="text-base">Financial overview</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="grid grid-cols-2 lg:grid-cols-4 gap-3">
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{financialCards.map((c) => (
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<Link key={c.label} to={c.to}>
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<div className={`rounded-lg p-4 ${c.tone} hover:opacity-80 transition-opacity`}>
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<div className="text-xs text-muted-foreground mb-1">{c.label}</div>
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<div className="font-serif text-2xl">{loading ? "—" : c.value}</div>
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</div>
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</Link>
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))}
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</div>
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle className="text-base">My tasks</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="grid grid-cols-3 gap-3">
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<Link to="/tasks" className="rounded-lg p-4 bg-amber-500/10 hover:opacity-80 transition-opacity">
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<div className="text-xs text-muted-foreground">Due today</div>
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<div className="font-serif text-2xl">{myTasks.dueToday}</div>
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</Link>
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<Link to="/tasks" className="rounded-lg p-4 bg-destructive/10 hover:opacity-80 transition-opacity">
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<div className="text-xs text-muted-foreground">Overdue</div>
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<div className="font-serif text-2xl">{myTasks.overdue}</div>
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</Link>
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<Link to="/tasks" className="rounded-lg p-4 bg-muted/40 hover:opacity-80 transition-opacity">
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<div className="text-xs text-muted-foreground">Incomplete</div>
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<div className="font-serif text-2xl">{myTasks.incomplete}</div>
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</Link>
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</div>
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</CardContent>
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</Card>
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</div>
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{/* Open cases + Today's events */}
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<div className="grid lg:grid-cols-[2fr_1fr] gap-6 mb-6">
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<Card>
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<CardHeader className="flex flex-row items-center justify-between">
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<CardTitle className="text-base">Open cases</CardTitle>
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<Button asChild variant="ghost" size="sm">
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<Link to="/cases">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
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</Button>
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</CardHeader>
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<CardContent>
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<div className="font-serif text-5xl mb-4">{openCases.open}</div>
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<div className="space-y-2 text-sm border-t pt-3">
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<div className="flex items-center justify-between">
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<span className="text-muted-foreground">New cases in last 30 days</span>
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<span className="font-medium">{openCases.newLast30}</span>
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</div>
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<div className="flex items-center justify-between">
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<span className="text-muted-foreground">Cases closed in last 30 days</span>
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<span className="font-medium">{openCases.closedLast30}</span>
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</div>
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</div>
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</CardContent>
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</Card>
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<Card>
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<CardHeader className="flex flex-row items-center justify-between">
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<CardTitle className="text-base">Today's events</CardTitle>
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<Button asChild variant="ghost" size="sm">
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<Link to="/calendar">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
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</Button>
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</CardHeader>
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<CardContent>
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{todaysEvents.length === 0 ? (
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<p className="text-sm text-muted-foreground">Nothing scheduled today.</p>
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) : (
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<div className="space-y-1">
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{todaysEvents.map((e) => (
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<Link key={e.id} to={e.to} className="flex items-start gap-2 py-2 px-2 -mx-2 rounded-md hover:bg-muted/60">
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<CalendarDays className="h-4 w-4 mt-0.5 text-muted-foreground shrink-0" />
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<div className="min-w-0">
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<div className="text-sm font-medium truncate">{e.title}</div>
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{e.subtitle && <div className="text-xs text-muted-foreground truncate">{e.subtitle}</div>}
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</div>
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</Link>
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))}
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</div>
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)}
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</CardContent>
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</Card>
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</div>
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{/* Recent cases & invoices */}
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<div className="grid lg:grid-cols-2 gap-6">
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<Card>
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<CardHeader className="flex flex-row items-center justify-between">
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<CardTitle className="text-base">Recent cases</CardTitle>
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<Button asChild variant="ghost" size="sm">
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<Link to="/cases">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
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</Button>
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</CardHeader>
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<CardContent className="space-y-1">
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{recentCases.length === 0 && <p className="text-sm text-muted-foreground">No cases yet.</p>}
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{recentCases.map((c) => (
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<Link key={c.id} to="/cases/$caseId" params={{ caseId: c.id }}
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className="flex items-center justify-between py-2.5 px-2 rounded-md hover:bg-muted/60 -mx-2">
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<div className="min-w-0">
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<div className="text-sm font-medium truncate">{c.title}</div>
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<div className="text-xs text-muted-foreground">{c.case_number} · {c.client?.name}</div>
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</div>
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<Badge variant="outline" className={statusBadgeClass(c.status)}>{c.status.replace("_", " ")}</Badge>
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</Link>
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))}
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</CardContent>
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</Card>
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<Card>
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<CardHeader className="flex flex-row items-center justify-between">
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<CardTitle className="text-base">Recent invoices</CardTitle>
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<Button asChild variant="ghost" size="sm">
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<Link to="/invoices">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
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</Button>
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</CardHeader>
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<CardContent className="space-y-1">
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{recentInvoices.length === 0 && <p className="text-sm text-muted-foreground">No invoices yet.</p>}
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{recentInvoices.map((i) => (
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<Link key={i.id} to="/invoices/$invoiceId" params={{ invoiceId: i.id }}
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className="flex items-center justify-between py-2.5 px-2 rounded-md hover:bg-muted/60 -mx-2">
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<div className="min-w-0">
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<div className="text-sm font-medium">{i.invoice_number}</div>
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<div className="text-xs text-muted-foreground">{i.client?.name} · {formatDate(i.issue_date)}</div>
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</div>
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<div className="flex items-center gap-2">
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<span className="text-sm font-medium">{formatCurrency(i.total)}</span>
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<Badge variant="outline" className={statusBadgeClass(i.status)}>{i.status}</Badge>
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</div>
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</Link>
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))}
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</CardContent>
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</Card>
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</div>
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</PageContainer>
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);
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}
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