diff --git a/drizzle/0015_bumpy_green_goblin.sql b/drizzle/0015_bumpy_green_goblin.sql new file mode 100644 index 0000000..721be0d --- /dev/null +++ b/drizzle/0015_bumpy_green_goblin.sql @@ -0,0 +1,31 @@ +CREATE TYPE "public"."quarter_balance_boundary" AS ENUM('opening', 'closing');--> statement-breakpoint +ALTER TYPE "public"."quarter_sync_step" ADD VALUE 'balances' BEFORE 'finalize';--> statement-breakpoint +CREATE TABLE "quarter_balance_snapshots" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "quarter_id" uuid NOT NULL, + "treasury_account_id" uuid, + "boundary" "quarter_balance_boundary" NOT NULL, + "account_address" text NOT NULL, + "chain_id" integer NOT NULL, + "block_number" integer NOT NULL, + "block_timestamp" timestamp with time zone NOT NULL, + "symbol" text NOT NULL, + "name" text NOT NULL, + "decimals" integer NOT NULL, + "raw_amount" numeric(78, 0) NOT NULL, + "balance" numeric(36, 18) NOT NULL, + "usd_price" numeric(18, 8) NOT NULL, + "usd_value" numeric(18, 2) NOT NULL, + "price_source" text NOT NULL, + "created_at" timestamp with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +ALTER TABLE "quarter_sync_statuses" ADD COLUMN "balances_status" "quarter_sync_step_status" DEFAULT 'pending' NOT NULL;--> statement-breakpoint +ALTER TABLE "quarter_sync_statuses" ADD COLUMN "balances_started_at" timestamp with time zone;--> statement-breakpoint +ALTER TABLE "quarter_sync_statuses" ADD COLUMN "balances_completed_at" timestamp with time zone;--> statement-breakpoint +ALTER TABLE "quarter_sync_statuses" ADD COLUMN "balances_error" text;--> statement-breakpoint +ALTER TABLE "quarter_balance_snapshots" ADD CONSTRAINT "quarter_balance_snapshots_quarter_id_quarters_id_fk" FOREIGN KEY ("quarter_id") REFERENCES "public"."quarters"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "quarter_balance_snapshots" ADD CONSTRAINT "quarter_balance_snapshots_treasury_account_id_treasury_accounts_id_fk" FOREIGN KEY ("treasury_account_id") REFERENCES "public"."treasury_accounts"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint +CREATE INDEX "quarter_balance_snapshots_quarter_boundary_idx" ON "quarter_balance_snapshots" USING btree ("quarter_id","boundary");--> statement-breakpoint +CREATE UNIQUE INDEX "quarter_balance_snapshots_unique" ON "quarter_balance_snapshots" USING btree ("quarter_id","boundary","chain_id",lower("account_address"),"symbol"); diff --git a/drizzle/0016_rapid_loa.sql b/drizzle/0016_rapid_loa.sql new file mode 100644 index 0000000..850ac04 --- /dev/null +++ b/drizzle/0016_rapid_loa.sql @@ -0,0 +1 @@ +ALTER TYPE "public"."treasury_account_type" ADD VALUE 'bank'; \ No newline at end of file diff --git a/drizzle/meta/0015_snapshot.json b/drizzle/meta/0015_snapshot.json new file mode 100644 index 0000000..e72de68 --- /dev/null +++ b/drizzle/meta/0015_snapshot.json @@ -0,0 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"isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "treasury_transactions_account_executed_idx": { + "name": "treasury_transactions_account_executed_idx", + "columns": [ + { + "expression": "chain_id", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "account_address", + "isExpression": false, + "asc": true, + "nulls": "last" + }, + { + "expression": "executed_at", + "isExpression": false, + "asc": false, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "treasury_transactions_treasury_account_id_idx": { + "name": "treasury_transactions_treasury_account_id_idx", + "columns": [ + { + "expression": "treasury_account_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "treasury_transactions_dao_proposal_id_idx": { + "name": "treasury_transactions_dao_proposal_id_idx", + "columns": [ + { + "expression": "dao_proposal_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "treasury_transactions_dao_proposal_id_dao_proposals_id_fk": { + "name": "treasury_transactions_dao_proposal_id_dao_proposals_id_fk", + "tableFrom": "treasury_transactions", + "tableTo": "dao_proposals", + "columnsFrom": [ + "dao_proposal_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + }, + "treasury_transactions_treasury_account_id_treasury_accounts_id_fk": { + "name": "treasury_transactions_treasury_account_id_treasury_accounts_id_fk", + "tableFrom": "treasury_transactions", + "tableTo": "treasury_accounts", + "columnsFrom": [ + "treasury_account_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "set null", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.audit_action": { + "name": "audit_action", + "schema": "public", + "values": [ + "create", + "update", + "delete", + "import", + "classify", + "publish", + "reopen", + "grant_role", + "revoke_role" + ] + }, + "public.entity_type": { + "name": "entity_type", + "schema": "public", + "values": [ + "client", + "provider", + "subcontractor" + ] + }, + "public.ledger_category": { + "name": "ledger_category", + "schema": "public", + "values": [ + "raid_revenue", + "raid_spoils", + "subcontractor_payout", + "rip_expense", + "provider_expense", + "member_dues", + "ragequit", + "treasury_transfer", + "uncategorized" + ] + }, + "public.ledger_source": { + "name": "ledger_source", + "schema": "public", + "values": [ + "main_safe", + "side_vault", + "operator", + "manual", + "bank_csv", + "dao_proposal" + ] + }, + "public.membership_activity_type": { + "name": "membership_activity_type", + "schema": "public", + "values": [ + "join", + "ragequit" + ] + }, + "public.quarter_balance_boundary": { + "name": "quarter_balance_boundary", + "schema": "public", + "values": [ + "opening", + "closing" + ] + }, + "public.quarter_status": { + "name": "quarter_status", + "schema": "public", + "values": [ + "draft", + "ready_for_review", + "published", + "reopened" + ] + }, + "public.quarter_sync_overall_status": { + "name": "quarter_sync_overall_status", + "schema": "public", + "values": [ + "idle", + "running", + "success", + "partial", + "failed" + ] + }, + "public.quarter_sync_step": { + "name": "quarter_sync_step", + "schema": "public", + "values": [ + "transactions", + "proposals", + "membership", + "balances", + "finalize" + ] + }, + "public.quarter_sync_step_status": { + "name": "quarter_sync_step_status", + "schema": "public", + "values": [ + "pending", + "running", + "success", + "failed" + ] + }, + "public.treasury_account_type": { + "name": "treasury_account_type", + "schema": "public", + "values": [ + "main_safe", + "side_vault", + "operator", + "bank" + ] + }, + "public.treasury_snapshot_status": { + "name": "treasury_snapshot_status", + "schema": "public", + "values": [ + "pending_live_sync", + "synced", + "stale_syncing", + "partial", + "failed" + ] + }, + "public.treasury_transfer_direction": { + "name": "treasury_transfer_direction", + "schema": "public", + "values": [ + "inflow", + "outflow", + "internal" + ] + }, + "public.verification_status": { + "name": "verification_status", + "schema": "public", + "values": [ + "verified", + "unverified" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} diff --git a/drizzle/meta/_journal.json b/drizzle/meta/_journal.json index b903fd2..533ac45 100644 --- a/drizzle/meta/_journal.json +++ b/drizzle/meta/_journal.json @@ -106,6 +106,20 @@ "when": 1781459469441, "tag": "0014_freezing_peter_quill", "breakpoints": true + }, + { + "idx": 15, + "version": "7", + "when": 1781736665354, + "tag": "0015_bumpy_green_goblin", + "breakpoints": true + }, + { + "idx": 16, + "version": "7", + "when": 1781746972671, + "tag": "0016_rapid_loa", + "breakpoints": true } ] } \ No newline at end of file diff --git a/package.json b/package.json index 62da915..7f3776e 100644 --- a/package.json +++ b/package.json @@ -24,6 +24,7 @@ "class-variance-authority": "^0.7.1", "clsx": "^2.1.1", "drizzle-orm": "^0.45.2", + "exceljs": "^4.4.0", "iron-session": "^8.0.4", "lucide-react": "^1.17.0", "next": "16.2.6", diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml index e16b77b..dda8a47 100644 --- a/pnpm-lock.yaml +++ b/pnpm-lock.yaml @@ -29,6 +29,9 @@ importers: drizzle-orm: specifier: ^0.45.2 version: 0.45.2(@neondatabase/serverless@1.1.0)(@types/pg@8.18.0)(pg@8.18.0) + exceljs: + specifier: ^4.4.0 + version: 4.4.0 iron-session: specifier: 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Do not use it. 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readable-stream@2.3.8: + dependencies: + core-util-is: 1.0.3 + inherits: 2.0.4 + isarray: 1.0.0 + process-nextick-args: 2.0.1 + safe-buffer: 5.1.2 + string_decoder: 1.1.1 + util-deprecate: 1.0.2 + + readable-stream@3.6.2: + dependencies: + inherits: 2.0.4 + string_decoder: 1.3.0 + util-deprecate: 1.0.2 + + readdir-glob@1.1.3: + dependencies: + minimatch: 5.1.9 + reflect.getprototypeof@1.0.10: dependencies: call-bind: 1.0.9 @@ -5343,6 +5906,10 @@ snapshots: reusify@1.1.0: {} + rimraf@2.7.1: + dependencies: + glob: 7.2.3 + run-parallel@1.2.0: dependencies: queue-microtask: 1.2.3 @@ -5355,6 +5922,10 @@ snapshots: has-symbols: 1.1.0 isarray: 2.0.5 + safe-buffer@5.1.2: {} + + safe-buffer@5.2.1: {} + safe-push-apply@1.0.0: dependencies: es-errors: 1.3.0 @@ -5366,6 +5937,10 @@ snapshots: es-errors: 1.3.0 is-regex: 1.2.1 + saxes@5.0.1: + dependencies: + xmlchars: 2.2.0 + scheduler@0.27.0: {} semver@6.3.1: {} @@ -5396,6 +5971,8 @@ snapshots: es-errors: 1.3.0 es-object-atoms: 1.1.2 + setimmediate@1.0.5: {} + sharp@0.34.5: dependencies: '@img/colour': 1.1.0 @@ -5536,6 +6113,14 @@ snapshots: define-properties: 1.2.1 es-object-atoms: 1.1.2 + string_decoder@1.1.1: + dependencies: + safe-buffer: 5.1.2 + + string_decoder@1.3.0: + dependencies: + safe-buffer: 5.2.1 + strip-bom@3.0.0: {} strip-json-comments@3.1.1: {} @@ -5559,15 +6144,27 @@ snapshots: tapable@2.3.3: {} + tar-stream@2.2.0: + dependencies: + bl: 4.1.0 + end-of-stream: 1.4.5 + fs-constants: 1.0.0 + inherits: 2.0.4 + readable-stream: 3.6.2 + tinyglobby@0.2.16: dependencies: fdir: 6.5.0(picomatch@4.0.4) picomatch: 4.0.4 + tmp@0.2.7: {} + to-regex-range@5.0.1: dependencies: is-number: 7.0.0 + traverse@0.3.9: {} + ts-api-utils@2.5.0(typescript@5.9.3): dependencies: typescript: 5.9.3 @@ -5681,6 +6278,19 @@ snapshots: '@unrs/resolver-binding-win32-ia32-msvc': 1.12.2 '@unrs/resolver-binding-win32-x64-msvc': 1.12.2 + unzipper@0.10.14: + dependencies: + big-integer: 1.6.52 + binary: 0.3.0 + bluebird: 3.4.7 + buffer-indexof-polyfill: 1.0.2 + duplexer2: 0.1.4 + fstream: 1.0.12 + graceful-fs: 4.2.11 + listenercount: 1.0.1 + readable-stream: 2.3.8 + setimmediate: 1.0.5 + update-browserslist-db@1.2.3(browserslist@4.28.2): dependencies: browserslist: 4.28.2 @@ -5699,6 +6309,10 @@ snapshots: dependencies: react: 19.2.4 + util-deprecate@1.0.2: {} + + uuid@8.3.2: {} + viem@2.51.3(typescript@5.9.3)(zod@4.4.3): dependencies: '@noble/curves': 1.9.1 @@ -5786,16 +6400,26 @@ snapshots: word-wrap@1.2.5: {} + wrappy@1.0.2: {} + ws@8.17.1: {} ws@8.20.1: {} + xmlchars@2.2.0: {} + xtend@4.0.2: {} yallist@3.1.1: {} yocto-queue@0.1.0: {} + zip-stream@4.1.1: + dependencies: + archiver-utils: 3.0.4 + compress-commons: 4.1.2 + readable-stream: 3.6.2 + zod-validation-error@4.0.2(zod@4.4.3): dependencies: zod: 4.4.3 diff --git a/src/app/admin/quarters/[id]/export.xlsx/route.ts b/src/app/admin/quarters/[id]/export.xlsx/route.ts new file mode 100644 index 0000000..79dad87 --- /dev/null +++ b/src/app/admin/quarters/[id]/export.xlsx/route.ts @@ -0,0 +1,64 @@ +import { getAuthSession, serializeSession } from "@/lib/auth/session"; +import { listQuarterReportingPeriods } from "@/lib/quarters"; +import { + buildQuarterXlsxExport, + getQuarterExportFilename, +} from "@/lib/quarter-xlsx-export"; +import { isQuarterExportReady } from "@/lib/quarter-export-readiness"; + +export const runtime = "nodejs"; + +type RouteParams = { + params: Promise<{ + id: string; + }>; +}; + +function responseText(message: string, status: number) { + return new Response(message, { + headers: { + "Content-Type": "text/plain; charset=utf-8", + }, + status, + }); +} + +export async function GET(_request: Request, { params }: RouteParams) { + const session = serializeSession(await getAuthSession()); + + if (!session.authenticated || !session.permissions?.canAccess) { + return responseText("Unauthorized", 401); + } + + const { id } = await params; + const quarter = (await listQuarterReportingPeriods()).find( + (item) => item.id === id, + ); + + if (!quarter) { + return responseText("Quarter not found", 404); + } + + if (!session.permissions.canAdmin && quarter.status !== "published") { + return responseText("Quarter is not published", 403); + } + + if (!isQuarterExportReady(quarter)) { + return responseText( + "Quarter export is not ready. Sync activity and classify every transaction first.", + 409, + ); + } + + const buffer = await buildQuarterXlsxExport(quarter); + const filename = getQuarterExportFilename(quarter); + + return new Response(buffer, { + headers: { + "Cache-Control": "no-store", + "Content-Disposition": `attachment; filename="${filename}"`, + "Content-Type": + "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", + }, + }); +} diff --git a/src/app/admin/quarters/[id]/transactions/actions.ts b/src/app/admin/quarters/[id]/transactions/actions.ts index 78364e1..e0743be 100644 --- a/src/app/admin/quarters/[id]/transactions/actions.ts +++ b/src/app/admin/quarters/[id]/transactions/actions.ts @@ -15,7 +15,7 @@ import { treasuryTransactionTransfers, } from "@/db/schema"; import { writeAuditEvent } from "@/lib/audit"; -import { getAuthSession } from "@/lib/auth/session"; +import { canUseAdminAccess, getAuthSession } from "@/lib/auth/session"; import { buildBankCsvNote, parseBankCsvConfirmRows, @@ -31,6 +31,7 @@ import { createRaidForAccess, } from "@/lib/core-entity-mutations"; import { syncMembershipActivitiesForPeriod } from "@/lib/membership-activity"; +import { syncQuarterBalances } from "@/lib/quarter-balances"; import { assertClassificationEntityMatchesCategory, assertRaidIsAvailable, @@ -130,7 +131,7 @@ async function getExistingSourceExternalIds(sourceExternalIds: string[]) { async function requireAdminSession() { const session = await getAuthSession(); - if (!session.address || !session.permissions?.canAdmin) { + if (!canUseAdminAccess(session)) { throw new Error("Admin access required"); } @@ -790,6 +791,8 @@ export async function syncQuarterTransactions(formData: FormData) { throwIfStepFailed(status, "proposals"); status = await syncQuarterMembershipStep({ quarterId, runId: status.runId }); throwIfStepFailed(status, "membership"); + status = await syncQuarterBalancesStep({ quarterId, runId: status.runId }); + throwIfStepFailed(status, "balances"); status = await finalizeQuarterSyncStep({ quarterId, runId: status.runId, @@ -827,6 +830,8 @@ function throwIfStepFailed(status: QuarterSyncStatus, step: string) { ? status.proposalsError : step === "membership" ? status.membershipError + : step === "balances" + ? status.balancesError : status.finalizeError; if (status.overallStatus === "failed" && error) { @@ -988,6 +993,44 @@ export async function syncQuarterMembershipStep({ } } +export async function syncQuarterBalancesStep({ + quarterId, + runId, +}: { + quarterId: string; + runId: string; +}) { + await requireAdminSession(); + + const priorStatus = await getQuarterSyncStatus(quarterId); + if (priorStatus?.membershipStatus !== "success") { + throw new Error("Sync membership activity before quarter balances"); + } + + const quarter = await getQuarterById(quarterId); + + await markQuarterSyncStepRunning({ quarterId, runId, step: "balances" }); + + try { + await syncQuarterBalances(quarter); + const status = await markQuarterSyncStepSuccess({ + quarterId, + runId, + step: "balances", + }); + + revalidateQuarterSyncPaths(quarterId); + return status; + } catch (error) { + return markQuarterSyncStepFailed({ + error: getErrorMessage(error), + quarterId, + runId, + step: "balances", + }); + } +} + export async function finalizeQuarterSyncStep({ quarterId, runId, @@ -1003,7 +1046,8 @@ export async function finalizeQuarterSyncStep({ if ( priorStatus?.transactionsStatus !== "success" || priorStatus.proposalsStatus !== "success" || - priorStatus.membershipStatus !== "success" + priorStatus.membershipStatus !== "success" || + priorStatus.balancesStatus !== "success" ) { throw new Error("Finish each sync step before finalizing"); } diff --git a/src/app/admin/quarters/[id]/transactions/page.tsx b/src/app/admin/quarters/[id]/transactions/page.tsx index 9dad2a3..51afb34 100644 --- a/src/app/admin/quarters/[id]/transactions/page.tsx +++ b/src/app/admin/quarters/[id]/transactions/page.tsx @@ -3,6 +3,7 @@ import { AlertTriangle, BadgeCheck, CircleDollarSign, + Download, Pencil, ExternalLink, FileText, @@ -36,6 +37,13 @@ import { buildQuarterWorkflowSteps, getQuarterSyncStatus, } from "@/lib/quarter-sync"; +import { isQuarterExportReady } from "@/lib/quarter-export-readiness"; +import { + listQuarterBalanceRows, + summarizeQuarterBalanceRows, + type QuarterBalanceRow, + type QuarterAccountBalanceSummary, +} from "@/lib/quarter-balances"; import { getCategoryLabel, IMPORTED_TRANSFER_CLASSIFICATION_CATEGORIES, @@ -110,6 +118,13 @@ function formatCurrency(value: string | null) { }).format(Number(value)); } +function formatCurrencyNumber(value: number) { + return new Intl.NumberFormat("en-US", { + currency: "USD", + style: "currency", + }).format(value); +} + function formatUsdAmount(value: string) { const numericValue = Number(value); @@ -117,7 +132,9 @@ function formatUsdAmount(value: string) { } function isStableAssetSymbol(symbol: string) { - return ["USDC", "XDAI", "WXDAI"].includes(symbol.toUpperCase()); + return ["DAI", "DKUSD", "USDC", "XDAI", "WXDAI"].includes( + symbol.toUpperCase(), + ); } function getDefaultUsdAmount(transfer: TreasuryTransferClassificationView) { @@ -158,6 +175,177 @@ function formatDate(value: string) { }).format(new Date(`${value}T00:00:00.000Z`)); } +function QuarterBalancesPanel({ + balances, + rows, +}: { + balances: QuarterAccountBalanceSummary[]; + rows: QuarterBalanceRow[]; +}) { + if (balances.length === 0) { + return null; + } + + const rowsByAccount = new Map(); + + for (const row of rows) { + const key = `${row.chainId}:${row.accountAddress.toLowerCase()}`; + const accountRows = rowsByAccount.get(key) ?? []; + + accountRows.push(row); + rowsByAccount.set(key, accountRows); + } + + const totalBalance = balances.reduce( + (total, balance) => ({ + closingUsd: total.closingUsd + balance.closingUsd, + netChangeUsd: total.netChangeUsd + balance.netChangeUsd, + openingUsd: total.openingUsd + balance.openingUsd, + }), + { closingUsd: 0, netChangeUsd: 0, openingUsd: 0 }, + ); + + return ( +
+
+
+

Balances

+

Quarter Balances

+
+ + {balances.length} account{balances.length === 1 ? "" : "s"} + +
+
+
+
+

Total

+

+ {balances.length} account{balances.length === 1 ? "" : "s"} +

+
+
+

Opening

+

+ {formatCurrencyNumber(totalBalance.openingUsd)} +

+
+
+

Closing

+

+ {formatCurrencyNumber(totalBalance.closingUsd)} +

+
+
+

Net Change

+

+ {formatCurrencyNumber(totalBalance.netChangeUsd)} +

+
+
+ {balances.map((balance) => { + const accountRows = + rowsByAccount.get( + `${balance.chainId}:${balance.accountAddress.toLowerCase()}`, + ) ?? []; + const assetSymbols = [...new Set(accountRows.map((row) => row.symbol))]; + + return ( +
+ +
+

{balance.accountName}

+

+ {formatAddress(balance.accountAddress)} +

+
+
+

Opening

+

+ {formatCurrencyNumber(balance.openingUsd)} +

+
+
+

Closing

+

+ {formatCurrencyNumber(balance.closingUsd)} +

+
+
+

+ Net Change +

+

+ {formatCurrencyNumber(balance.netChangeUsd)} +

+
+ +
+ + + + + + + + + + + + {assetSymbols.map((symbol) => { + const opening = accountRows.find( + (row) => + row.symbol === symbol && row.boundary === "opening", + ); + const closing = accountRows.find( + (row) => + row.symbol === symbol && row.boundary === "closing", + ); + + return ( + + + + + + + + ); + })} + +
Asset + Opening Balance + + Closing Balance + + Opening USD + + Closing USD +
{symbol} + {opening ? formatTokenAmount(opening.balance) : "-"} + + {closing ? formatTokenAmount(closing.balance) : "-"} + + {opening + ? formatCurrencyNumber(Number(opening.usdValue)) + : "-"} + + {closing + ? formatCurrencyNumber(Number(closing.usdValue)) + : "-"} +
+
+
+ ); + })} +
+
+ ); +} + function formatTimestamp(value: string) { return new Intl.DateTimeFormat("en-US", { dateStyle: "medium", @@ -985,17 +1173,25 @@ export default async function QuarterTransactionsPage({ ); } - const [options, transfers, manualEntries, summary, quarterSyncStatus] = - await Promise.all([ - listClassificationOptions(), - listTreasuryTransferClassifications({ - quarter, - status: "all", - }), - listManualLedgerEntryClassifications({ quarterId: quarter.id }), - getQuarterClassificationSummary(quarter), - getQuarterSyncStatus(quarter.id), - ]); + const [ + options, + transfers, + manualEntries, + summary, + quarterSyncStatus, + balanceRows, + ] = await Promise.all([ + listClassificationOptions(), + listTreasuryTransferClassifications({ + quarter, + status: "all", + }), + listManualLedgerEntryClassifications({ quarterId: quarter.id }), + getQuarterClassificationSummary(quarter), + getQuarterSyncStatus(quarter.id), + listQuarterBalanceRows(quarter.id), + ]); + const balanceSummaries = summarizeQuarterBalanceRows(balanceRows); const toastSyncStatus = query.synced === "1" ? "complete" @@ -1012,6 +1208,11 @@ export default async function QuarterTransactionsPage({ }); const syncComplete = workflowSteps.find((step) => step.key === "sync")?.status === "complete"; + const canExport = isQuarterExportReady({ + ...quarter, + classificationSummary: summary, + syncStatus: quarterSyncStatus, + }); const reviewItems = [ ...manualEntries.map( (entry): QuarterReviewItem => ({ @@ -1059,18 +1260,29 @@ export default async function QuarterTransactionsPage({