Dashboard

The dashboard at /dashboard is your home base. It is a customisable grid of sections rendered on top of one of eight role-based templates, with separate desktop and mobile layouts that you can edit independently.

Architecture

The page is a single shell (DashboardShell) over a section registry. Each section is a self-contained component that pulls its own data, has its own period scope, and ships with sensible default sizes for both devices.

• Desktop. A 12-column drag-and-drop grid (DesktopGridEngine) with row-height locked to 5rem. Sections can be moved, resized within their min-size, and added or removed.
• Mobile. A vertical stack (MobileStackEngine) where each section is full-width. You reorder by drag and toggle visibility per section in the edit sheet.
• Persistence. Layouts are saved per workspace at /api/dashboard/layout. The shell waits for the API to confirm your saved layout before rendering, so you do not see the template flash on page load.

INFO

Both layouts are tied to your dashboard profile (see below). Switching profiles loads that profile's saved layout — your customisations are kept per profile.

Profiles

There are eight role-based profiles. The active profile decides which sections the template ships with, but you can customise every profile freely.

Profile ID	Focus
owner_director	Cash flow, profitability, high-level overview
bookkeeper_accountant	VAT, compliance, audit trails, period locks
ar_invoicing	AR aging, outstanding payments, cash forecast
ap_purchases	Cash flow, operational queue, expense view
freelancer_simple	Mixed: cash flow, VAT, urencriterium, profit margin
vat_compliance	Upcoming VAT, queue, KPI focus on tax
project_job_based	Project profitability, time tracking
growth_operations	Period comparison, customer concentration

Pick your profile from the profile selector in the dashboard. The default profile is set on the workspace in Workspace > Account > Preferences; individual users can override it in Me > Preferences.

Sections

The registry ships thirteen sections. Mobile-only and desktop-only flags reflect what fits sensibly at each width.

Section ID	Lucide icon	Category	Devices	Default desktop size
kpi-headline	bar-chart-3	accounting	both	12 × 4
operational-queue	bell	platform	both	6 × 3
activity-timeline	activity	activity	both	6 × 3
ar-aging	clock-3	accounting	both	6 × 3
cash-flow-forecast	trending-up	accounting	desktop only	8 × 5
period-comparison	git-compare	accounting	desktop only	6 × 5
customer-concentration	pie-chart	accounting	desktop only	4 × 5
upcoming-vat	receipt	accounting	desktop only	4 × 3
urencriterium-progress	clock	accounting	both	4 × 4
profit-margin	percent	accounting	both	6 × 4
email-activity	mail	activity	both	6 × 4
portal-activity	door-open	activity	both	6 × 4
website-activity	globe	activity	both	6 × 4

KPI headline

Adapts column count to its rendered width: 1 / 2 / 3 / 4 columns for widths < 4 / 4–5 / 6–9 / 10+. Cards include revenue, expenses, profit, VAT balance, outstanding receivables, and the rest of the metrics relevant to the active profile.

Operational queue (alerts)

The queue is the alerts surface. It groups attention items into tiers and colour-codes them:

• Tier 1 (red / orange). Overdue invoices, VAT deadline within the reminder window, cash position negative, overdue bills, VAT review flags, projects over budget, overdue project invoices.
• Tier 2 (amber). Invoice number gaps, uncategorised expenses, draft invoices, VAT checklist incomplete, missing supplier fields on expenses, bank-imported expenses waiting for review.

Every alert links to the underlying record list so one click moves you from "I see a number" to "I am fixing it". Stats inside each alert (oldest overdue days, average days, outstanding total) are computed from live workspace data.

The VAT-deadline reminder window is configurable in Workspace > Compliance > VAT via vatDeadlineReminderDays; the default is country-aware.

AR aging

Receivables broken into the standard 0–30 / 31–60 / 61–90 / 90+ buckets with totals per bucket. Click a bucket to drill into /invoices?status=overdue filtered to that age band.

Cash-flow forecast

A line chart projecting cash position from current receivables and recurring obligations. Desktop-only because it needs the chart real estate.

Period comparison

Compares the selected period against the previous one across revenue, expenses, and profit. Each section has its own period override, so you can compare this quarter on one card while looking at this month on another.

Activity timeline

A feed of recent invoice / quote / expense / customer / payment events in the workspace.

Sections that need their own integrations

• Email activity. Send / open / click / reply counts, gated on the email module.
• Portal activity. Customer-portal opens / downloads / payments per invoice.
• Website activity. Visits and quote-request submissions on your business page.

Period selector

Each section that exposes period.enabled = true carries its own period control. The default is month, with custom date ranges supported. Periods are scoped per section, not per page — use it when you want one chart on quarter and another on year-to-date side by side.

Edit mode

Click the pencil icon in the top-right of the dashboard to enter edit mode.

Desktop

A toolbar appears with Cancel / Reset / Save / Add section. Drag any section by its header to move it, drag the bottom-right grip to resize within the section's min-size. The "Add section" picker shows only sections that are not already on the grid. Reset restores the active profile's template; Cancel discards unsaved changes.

Mobile

A bottom sheet opens with a vertical reorder list and per-section visibility toggles. Drag the handle to reorder, tap the eye icon to hide a section. Save commits the new order; Reset restores the profile template.

Setup banner

While the magical setup wizard at /setup still has fields to fill, a FinishSetupBanner pins itself above the dashboard with the count of pending fields and a Resume setup button. It disappears the moment you complete the wizard or the pending count drops to zero — there is no manual dismiss and no "skip for now". The old onboarding card on the dashboard was removed; this banner replaces it.

Drill-through

Every entity link in the dashboard takes you to a filtered list view, not a detail page:

Source	Destination
Overdue invoice alert	/invoices?status=overdue
Draft invoice alert	/invoices?status=draft
Cash warning	/reports/cashflow
VAT deadline	/vat
Uncategorised expenses	/expenses
AR aging bucket	/invoices?status=overdue (age-filtered)
Customer concentration slice	/customers/{id}

Mobile behaviour

The mobile layout collapses every section to full width. Sections with availableOn: "desktop-only" are not shown on mobile at all — no sideways scrolling rails, no truncated charts, no inner scroll. Profile defaults pre-hide sections that do not earn their height on a phone (the email / portal / website activity sections default to hidden on mobile and can be enabled in the edit sheet).