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Organization-aware dashboard navigation for personal and company accounts - #332

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mo-renike wants to merge 5 commits into
cuesoftinc:mainfrom
mo-renike:fix/browsebtn
Open

mo-renike wants to merge 5 commits into
cuesoftinc:mainfrom
mo-renike:fix/browsebtn

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@mo-renike

@mo-renike mo-renike commented Oct 18, 2026 •

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Summary

Make dashboard navigation organization-aware for personal and company accounts.

Personal users no longer see company-only Statements and Ratios navigation items or the “Upload company statement” command. Direct navigation to company-only routes redirects personal users to the supported Imports upload flow. Company users retain the existing Statements and Ratios experience.

Added Playwright regression coverage for:

  • Personal versus company navigation visibility
  • Command palette filtering
  • Switching from a company route to a personal account
  • Direct access to company-only routes

Related issues

Closes #331

Type of change

  • Bug fix
  • New feature
  • Refactor / chore
  • Documentation
  • Security fix

Affected areas

  • api/common (Go)
  • api/<service>
  • web
  • mobile
  • deploy

Checklist

  • I followed the Contributing guide.
  • Commits follow Conventional Commits (feat:, fix:, chore:…).
  • Lint and tests pass locally.
  • No secrets, credentials, or .env files are committed.
  • Documentation updated where relevant.

Validation

  • npm run typecheck — passed
  • npx prettier --check e2e/dashboard.spec.ts src/app/dashboard/DashboardShell.tsx src/app/dashboard/company/CompanyStatementsView.tsx src/app/dashboard/company/ratios/RatiosView.tsx — passed
  • npm test -- --run src/components/ui/UploadDropzone.test.tsx — 6 tests passed

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[Feature]: Organization-aware dashboard navigation for personal and company accounts

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