01Composition group

Headers & navigation

The chrome a console wears on every page: the rail and the topbar it becomes, the header that belongs to the page, the page heading and its tabs, the third column for one record, and how the whole thing folds to a thumb.

8 built · 8 declared

Console rail

2×

Source: src/app/composition/_blocks/console-rail.tsx

The 240px rail beside its page: account switcher, the five destinations with ink-only active state, the ledger's saved views, and the four books with their counts.

Topbar navigation

6×

Source: src/app/composition/_blocks/topbar-nav.tsx

Ledger

The railless pose: the workspace on the left edge, the five destinations as tabs marked on the bar's own hairline, and the search, bell and avatar closing the row — dropping to a second row that scrolls sideways when the labels stop fitting.

Page heading with tabs

4×

Source: src/app/composition/_blocks/page-heading-tabs.tsx

Settings

Members & roles

Workspace setting

Members

12 people can sign in to Harlow & Pike. 2 of them can change payout accounts.

A brand-ink back link, a 28/700 title with its scope badge, and line tabs with counts that own the hairline under them.

Context header

4×

Source: src/app/composition/_blocks/context-header.tsx

Ledger

The scope names the data; the title names the place.

The header that belongs to the page rather than the window: the rail runs floor to ceiling, and one rule carries the book being read, the destination on the column's centre line, and the console's utilities.

Command palette

3×

Source: src/app/composition/_blocks/command-palette.tsx

↑↓to move↵to openescto close

Pick a result — the palette stays open on the canvas.

Search results grouped as entries, clients, settings and actions — entries carry amount and state — with keyboard hints in the footer.

Record inspector

4×

Source: src/app/composition/_blocks/record-inspector.tsx

Entries

6 of 1,284

A third column for reading one entry without leaving the list: its title row at header height, its own scroller, a step to --muted behind one rule, and the fold-away that keeps the page over 700px.

Mobile top strip and tab bar

2×

Source: src/app/composition/_blocks/mobile-tab-bar.tsx

Desk

  • 3 entries need a receipt

    Operating book

  • Harlow & Pike paid

    Today, 10:38

    $4,210.00
  • Monthly close is due

    In 4 days

The console at 390px: workspace, search and alerts in the top strip, the five destinations as a 44px bottom tab bar.

Mobile More sheet

2×

Source: src/app/composition/_blocks/mobile-nav-sheet.tsx

The fifth tab is a door, not a destination: it opens a sheet from the phone's own bottom edge with what the bar could not take, the doorways a desktop hides behind the avatar, and New entry in the footer.

02Composition group

Tables & lists

Rows of entries with filter groups, segments, counts, bulk selection and actions that stay out of the way.

7 built · 7 declared

Members table

6×

Source: src/app/composition/_blocks/members-table.tsx

Members & roles
Everyone who can open the Harlow & Pike workspace.
Select all
  • Noor AdeyemiYouOwner
    Owner
    noor@harlowpike.co3 hours ago
  • Tomas Varga
    Admin
    tomas@harlowpike.coToday, 09:12
  • Priya Raman
    Bookkeeper
    priya@harlowpike.coYesterday, 17:40
  • Elliot MarshInvited
    Viewer
    elliot.marsh@fieldnote.studioInvited 2 days ago
  • Hana KobayashiInactive
    Bookkeeper
    hana@harlowpike.co14 Aug

Viewing 5 of 5 results

Checkbox column with indeterminate select-all, You/Owner badges, a row menu and a results caption.

Entry ledger

6×

Source: src/app/composition/_blocks/entry-ledger.tsx

Entries
All books · newest first · 7 entries this week
  • September retainer
    $4,210.00 USD
    EN-2048Harlow & PikeMain book
    OpenToday, 10:38
  • Brand audit, phase 2
    $12,800.00 USD
    EN-2047Fieldnote StudioMain book
    ClearedToday, 08:02
  • Card declined — refund
    −$640.00 USD
    EN-2046Okafor DentalRetainers
    ReversedYesterday, 16:21
  • Quarterly disbursement
    €9,350.00 EUR
    EN-2045Brightwater Co-opGrants
    DraftedYesterday, 11:47
  • Session hire, 3 days
    £2,175.50 GBP
    EN-2044Lumen AudioMain book
    Cleared12 Sep, 14:05
  • Expenses, August
    $386.20 USD
    EN-2043Harlow & PikeMain book
    Open11 Sep, 09:30
  • Menu photography
    $1,450.00 USD
    EN-2042Marrow BakeryRetainers
    Cleared10 Sep, 15:12
USD only · open $4,596.20$14,250.00 USD cleared

Entries with drafted/open/cleared/reversed badges, right-aligned amounts with currency, and a USD-only totals footer.

Segments and filter chips

6×

Source: src/app/composition/_blocks/segment-filter-toolbar.tsx

Client access

Clients can see their own entries and receipts. Nothing else in the book.

  • Harlow & Pike
    $4,596.20
    accounts@harlowpike.coLast entry Today, 10:38
  • Fieldnote Studio
    Nothing owed
    hello@fieldnote.studioLast entry Today, 08:02
  • Okafor Dental
    $1,280.00
    billing@okafordental.comLast entry Yesterday, 16:21
  • Brightwater Co-op
    $9,350.00
    treasurer@brightwater.coopLast entry Yesterday, 11:47
  • Lumen Audio
    Nothing owed
    studio@lumenaudio.co.ukLast entry 12 Sep

Viewing 5 of 13 results

Access card, four segment cards with counts, dashed filter groups and Export/New client, all filtering the rows below.

Bulk selection bar

4×

Source: src/app/composition/_blocks/bulk-selection-bar.tsx

2 selected · $4,596.20 USD

Select all
  • Harlow & Pike
    $4,210.00
    OpenSeptember retainer
  • Fieldnote Studio
    $12,800.00
    ClearedBrand audit, phase 2
  • Okafor Dental
    −$640.00
    ReversedCard declined — refund
  • Harlow & Pike
    $386.20
    OpenExpenses, August
  • Marrow Bakery
    $1,450.00
    ClearedMenu photography

Selecting rows swaps the toolbar for a count, sum and actions in the same slot; Mark cleared leaves an Undo.

Saved views

2×

Source: src/app/composition/_blocks/saved-views.tsx

Rail-style list of personal and shared views with counts; active view in brand ink.

Empty filtered result

4×

Source: src/app/composition/_blocks/filtered-empty-table.tsx

Reversed
Harlow & Pike
EntryClientStatusAmount
No entries match these filters
2 filters are narrowing 7 entries down to none.

Header stays put, the empty state names the filters that caused it, and Clear filters brings the rows back.

Paginated client list

4×

Source: src/app/composition/_blocks/client-directory.tsx

Clients
13 clients across every book
  • HP
    Harlow & Pike
    $4,596.20
    accounts@harlowpike.co
    Last entry Today, 10:382 open entries
  • FS
    Fieldnote Studio
    Nothing owed
    hello@fieldnote.studio
    Last entry Today, 08:02
  • OD
    Okafor Dental
    $1,280.00
    billing@okafordental.com
    Last entry Yesterday, 16:211 open entry
  • BC
    Brightwater Co-op
    $9,350.00
    treasurer@brightwater.coop
    Last entry Yesterday, 11:473 open entries
  • LA
    Lumen Audio
    Nothing owed
    studio@lumenaudio.co.uk
    Last entry 12 Sep

Showing 1–5 of 13

Clients with avatars, email line, open balance and a working pager with the range in words.

03Composition group

Forms & settings

Fields at 28px with a ring edge, definition-list settings rows, and one committing action per section.

9 built · 9 declared

Settings section

4×

Source: src/app/composition/_blocks/settings-section.tsx

Profile

How you appear to members and on the receipts you send.

Name
Noor Adeyemi
Password
Email
noor@harlowpike.co
Backup email
Phone

Security keys

Sign in with a fingerprint, a face scan or a hardware key instead of a code.

Work laptop

Added 3 weeks ago · last used Today, 10:38

A 20/700 section with one Edit, definition rows on a 200px label column, unset values as outline buttons, and an inline edit mode.

Profile form in a dialog

3×

Source: src/app/composition/_blocks/profile-dialog-form.tsx

Edit profile at dialog size over a dimmed page: required-name error under the field, More options folded, Save off until something changed.

Alerts preference matrix

4×

Source: src/app/composition/_blocks/alerts-matrix.tsx

YOU / ALERTS

Choose a channel for each alert

Every alert reaches email, phone or the console. Where the workspace requires a send, the row says why and the box stays on.
3 required

Entries

  • An entry clears

    One alert per entry over $1,000.00

  • An entry is reversed

    Includes the reason the client gave

  • Weekly book summary

    Mondays, 8:00 in your time zone

Workspace

  • A member joins or leaves

    Owners and admins only

  • A payout account changes

    The bank details on file change

    Email always sends: the owner has to see a payout change.

Security

  • Sign-in from a new device

    A new device or location opens the workspace

    Email and the console always send while the workspace holds money.

Local specimen. Changes reset when this page reloads.

Events down the side, channels across the top; column toggles show some as a dash, and required alerts stay visible, locked and explained.

Payout account form

3×

Source: src/app/composition/_blocks/payout-account-form.tsx

Add a payout account

Cleared entries in the Operating book are sent here.

Account type

2 fields need a fix before saving.

Holder, country, routing and a twice-typed account number in mono, each error in numbers, account-type tiles, and Save gated with the reason beside it.

Invite members

3×

Source: src/app/composition/_blocks/invite-members-form.tsx

Invite members

They’ll get an email to join Harlow & Pike. Invitations expire after 7 days.

tomasz@marlowbakehouse.compriya.shah@harlowpike.cojules@harlowpike(not a valid address)

Drafts, clears and reverses entries. Cannot change payout accounts.

Seats10 of 10
x

Email chips with a bad address marked in words, one role with its description, and a seat count that warns before the batch goes over.

Workspace address

4×

Source: src/app/composition/_blocks/workspace-address-form.tsx

Workspace details

Printed on every invoice and receipt Harlow & Pike sends.

Legal entity

Exactly as it appears on your tax registration.

Address

Up to date.

Legal entity and address fields in responsive columns beside a receipt preview that updates as you type.

Regional preferences

4×

Source: src/app/composition/_blocks/regional-preferences.tsx

YOU / REGIONAL

Make dates read your way

Preview the format before saving. Your teammates keep their own preferences.
Personal preference

Your preview

Date
September 14, 2026
Time
12:30 PM EDT
Amount
$1,240.50
Number
18,420.75
Week begins
Monday

One fixed example: 14 Sep 2026, 16:30 UTC. Formatting changes; the underlying values do not.

No unsaved changes. This specimen does not change your browser settings.

Language, time zone and week-start preferences beside a deterministic formatting preview; save and discard operate on a local draft.

Notification routing

4×

Source: src/app/composition/_blocks/notification-routing.tsx

YOU / NOTIFICATIONS

Keep attention for what matters

Choose the pace for each topic. Quiet hours hold routine messages, not security notices.
Inbox + email

Mentions and questions in an entry’s notes.

Drafts and changes waiting for your decision.

Book summaries and completed reports.

New York time · unavailable when quiet hours are off

What reaches you

As it happens · 2 topics

  • Someone needs your input
  • Work is ready to review

Daily digest · 08:30

  • The weekly picture

Routine messages wait during 21:00–08:00. The digest follows the same quiet-hours rule.

Sign-in and access changes always arrive immediately. These notices cannot be muted.

Delivery rules are saved in this local preview only.

Per-topic delivery pace, quiet hours, a daily-digest preset and a live delivery summary; security notices remain required.

Danger zone

3×

Source: src/app/composition/_blocks/danger-zone.tsx

Danger zone

These can’t be undone.

  • Transfer ownership

    Hand the workspace to another admin. You stay on as an admin.

  • Delete test data

    Removes every entry in Test books. Live books are not touched.

  • Close workspace

    Stops all clients from paying Harlow & Pike and signs every member out.

The close button unlocks when this matches exactly.

Irreversible actions kept apart; Close workspace lists what it will do in numbers and unlocks only when the handle is typed exactly.

04Composition group

Access & trust

Recovery routes, device sessions, temporary permissions, connected services and a readable history. Every decision exposes its scope and consequence before you act.

5 built · 5 declared

Sign-in safeguards

4×

Source: src/app/composition/_blocks/sign-in-safeguards.tsx

YOU / SIGN-IN

A second way back

Keep everyday sign-in fast, and recovery separate from the devices you use.
2 of 3 ready
  • Device key

    Studio laptop · used today

    Ready
  • Authenticator

    Personal phone · checked 12 Sep

    Ready
  • Recovery contact

    Add a way back if both devices are lost.

    Missing

If you lose this device

Use your authenticator first. A separate recovery contact gives you one more route back.

Local specimen. Changes reset when this page reloads.

A readiness checklist beside an independent recovery route, with validated local enrollment and an explicit no-message-sent outcome.

Device access

4×

Source: src/app/composition/_blocks/device-access.tsx

YOU / DEVICES

Where you’re signed in

Review unfamiliar devices without interrupting the session you’re using.
3 active

Studio laptop

This device

Firefox · desktop · Portland, US

  • Personal phone

    Recognized

    Portland, US · 14 Sep, 08:42

  • Travel laptop

    Review

    London, UK · 13 Sep, 17:10

Locations are approximate. The current device cannot be ended from this list.

Local specimen. Changes reset when this page reloads.

The current device stays protected while other sessions expose their details; ending one or all requires confirmation and leaves the ended rows visible.

Service permissions

4×

Source: src/app/composition/_blocks/service-permissions.tsx

SERVICES / PERMISSIONS

Know what each service can do

Scope is visible before the action. Disconnecting a service never deletes its earlier work.
3 connected

Approved by
Mia Lindqvist
Last activity
12 Sep, 11:08

Scope · Projects

  • Read client names
  • Add draft entries

New forms will no longer produce drafts. Existing drafts stay in their books.

Local specimen. Changes reset when this page reloads.

Connected services disclose their owner, exact permissions and what will stop before disconnecting; local reconnection restores the preview.

Access review

6×

Source: src/app/composition/_blocks/access-review.tsx

WORKSPACE / ACCESS

Give just enough access

Read the reason, inspect the scope, then choose an expiry. Nothing is granted until you approve it.
3 to review

Requests · choose one to inspect

Retainers

Analyst

“I’m reconciling the September report and need the underlying entries, not just the summary.”

Included

  • Read entries
  • View client names
  • Export reports

Not included

  • Edit entries
  • Change payout accounts

Decisions are local to this preview. No invitations or permission changes are sent.

A request queue beside its reason, included and excluded permissions and expiry. Approve or decline locally, then undo without losing the request.

Change history

6×

Source: src/app/composition/_blocks/change-history.tsx

WORKSPACE / HISTORY

A record of what changed

Who changed it, what changed, and the reason to look closer. The previous value stays in the record.
5 of 5 events

14 Sep 2026

  1. NA

    Narrowed Archive mirror’s access

    Noor Adeyemi · Archive mirror

    Before
    Read every entry
    After
    Read cleared entries only

    Workspace settingschg_104

  2. ML

    Received temporary report access

    Mia Lindqvist · Retainers book

  3. NA

    Added a device key

    Noor Adeyemi · Studio laptop

13 Sep 2026

  1. RM

    Ended a device session

    Rafael Marchetti · Travel laptop

  2. TO

    Connected Report relay

    Tunde Okafor · Retainers, Studio

Showing a fixed example from 13–14 September 2026. All people and events are fictional.

Searchable, category-filtered events grouped by date. Expand an event to compare before and after, with actor, origin and reference preserved.

05Composition group

Dialogs & overlays

Things that float: dialogs, menus, popovers, sheets and the getting-started checklist.

6 built · 6 declared

New client dialog

4×

Source: src/app/composition/_blocks/new-client-dialog.tsx

A two-column client form in a dialog whose body scrolls under a fixed footer; posed open over Clients, and New client opens the real dialog and adds the row.

Row actions menu

4×

Source: src/app/composition/_blocks/row-actions-menu.tsx

Operating book

Sorted by date · newest first
EntryAmountActions
ENT-2041$4,210.00Open
ENT-2040$640.00Cleared
ENT-2039$1,180.50Drafted
ENT-2038$12,400.00Cleared
ENT-2037$96.00Reversed
ENT-2036$2,750.00Cleared

Viewing 6 of 214 entries

The trailing … on a ledger row, posed open with its Move to book submenu; every row opens the real menu, and move, duplicate and reverse change the row.

Confirm reversal

3×

Source: src/app/composition/_blocks/reversal-confirm.tsx

Reverse ENT-2041?

ENT-2041 stays in the Operating book, marked reversed. It can't be reopened — you'd draft a new entry instead.

Goes back to
Card •• 1881
Amount
$4,210.00

An alert dialog that names the entry, the amount and where the money goes, with the destructive action spelling out the sum.

Entry detail sheet

4×

Source: src/app/composition/_blocks/entry-detail-sheet.tsx

A right-hand sheet with amount, facts, lifecycle history and a pinned footer; any entry ID opens the real sheet for that row.

Filter popover

3×

Source: src/app/composition/_blocks/filter-popover.tsx

is over $1,000.00
EntryAmountStatus
ENT-2041$4,210.00Open
ENT-2039$1,180.50Drafted
ENT-2038$12,400.00Cleared
ENT-2036$2,750.00Cleared
ENT-2033$8,900.00Reversed

Viewing 5 of 8 entries

A dashed group per unfiltered field, a brand-ink value chip for an active one; field, operator and value, and Apply filters the rows below.

Workspace switcher

2×

Source: src/app/composition/_blocks/workspace-switcher-menu.tsx

The rail's top control posed open with each workspace, the current one ticked; choosing one renames the rail.

06Composition group

Feedback & states

Setup indexes, banners, toasts, empty and loading states, and the case where nothing works.

7 built · 7 declared

Entry toasts

3×

Source: src/app/composition/_blocks/entry-toasts.tsx

Operating book

  1. Export is ready

    ledger-september.csv · 1,204 entries

  2. ENT-2037 reversed

    $96.00 went back to Beacon Rowing Club.

  3. ENT-2041 cleared

    $4,210.00 from Harlow & Pike reached the Operating book.

Cleared, reversed and export-ready toasts stacked where they land; the toolbar sends them through the real toaster, and the export resolves from a loading toast.

Inline banners

3×

Source: src/app/composition/_blocks/reversal-banner.tsx

Ledger

EntryAmountStatus
ENT-2041$4,210.00Open
ENT-2040$640.00Cleared
ENT-2039$1,180.50Drafted
ENT-2038$12,400.00Cleared
ENT-2037$96.00Reversed
ENT-2036$2,750.00Cleared

Viewing 6 of 214 entries

A warning that counts reversed entries and filters the list to them, and a deadline banner that names its fix; both dismissible.

Empty states

4×

Source: src/app/composition/_blocks/empty-states.tsx

Clients

0 clients
No clients yet
Clients are who your entries are addressed to. Add one now, or bring a list in from a CSV.

Ledger

0 of 8 entries
Status is ReversedBook is Retainers
No entries match these filters
Nothing in Retainers was reversed. Remove a filter, or clear them both.

No clients yet gets New client; a filter that matched nothing names its filters and gets Clear filters. Both recover in place.

Loading skeleton

4×

Source: src/app/composition/_blocks/ledger-loading.tsx

Desk

Cleared this week
EntryAmountStatus
Loading entries

A metric and a table holding their final shape while loading — labels and headers stay real, rows keep their height; toggle states or Refresh.

Error 500

3×

Source: src/app/composition/_blocks/server-error-panel.tsx

The ledger failed to load: plain words, nothing lost, Try again and Back to Desk, and a reference to copy; it loads on the third try.

Permission denied

3×

Source: src/app/composition/_blocks/access-denied.tsx

Payout accounts

You can't open Payout accounts

Only Owners and Admins can see or change where Harlow & Pike is paid. You're a Viewer in this workspace.

Optional. Sent with your request.

Who can give access

  • NANoor AdeyemiOwner
  • TRTomas ReyesAdmin

Which page, why, and who can grant access, with an optional note; Ask for access confirms in place and can be withdrawn.

07Composition group

AI & agents

An assistant that proposes rather than acts, shows its work, and leaves every answer as a draft with a way back.

7 built · 7 declared

Assistant thread

4×

Source: src/app/composition/_blocks/ai-assistant-thread.tsx

Assistant

Operating book · Harlow & Pike

Proposes, never writes
Why is March short by $1,180.00 against the invoices we sent?
You · Today, 10:37
Assistant
Assistant · draft answer

One entry explains it. Noor Adeyemi’s March retainer for $1,180.00 was drafted on 3 March and never sent, so it is not counted as open . The last similar case was reversed rather than left drafted .

The bank export could not be read, so deposits were not checked — treat this answer as partial.

  1. 1ENT-2041Noor Adeyemi · March retainer invoice$1,180.00drafted
  2. 2ENT-2017Pinecrest Studio · Photography day rate$860.00reversed
Proposed change to ENT-2041Status drafted → open, send to noor@adeyemi.studio
Draft · Today, 10:38
Send it to Noor for me.
You · Today, 10:39
Assistant

I’ve prepared the send to noor@adeyemi.studio, but I won’t send it on my own. Review the change and apply it yourself — it can be undone for 10 minutes after.

Answers are drafts. Changes arrive as proposals you apply yourself.

A thread about one book: the steps it took (a failed one stays listed), citations that name entries, and a proposed change handed back for review with an undo.

Prompt composer

3×

Source: src/app/composition/_blocks/ai-prompt-composer.tsx

ContextENT-2041Operating book1–31 Mar
march-bank-export.csv214 rows · 18 KB
statement-feb.pdfPage 3 couldn’t be read

Proposals arrive as a draft you accept field by field. Nothing is written until you do.

Removable context chips, attachments with a retry, and an Answer only / Propose changes switch that sets what the assistant may do.

Proposed changes

4×

Source: src/app/composition/_blocks/ai-proposed-changes.tsx

Proposed changes to ENT-2041

Drafted by the assistant at 10:38 from your question. Nothing is saved until you apply.

Draft
  • Current value draftedProposed value openEvery other March invoice was sent within a day of drafting.
  • Current value No recipientProposed value noor@adeyemi.studioThe address on Noor Adeyemi’s last three invoices.
  • Current value NoneProposed value Mon 30 MarYour net-14 default, counted from today.
  • Current value 0%Proposed value 8.875%Matches the other 31 March invoices to this client’s city.
  • Current value EmptyProposed value March retainer, 20 hoursTaken from the drafted line items.
3 of 5 accepted

Before and after per field with the reason for each; accept row by row, apply, then undo.

Run trace

3×

Source: src/app/composition/_blocks/ai-run-trace.tsx

Run · Reconcile March

Started by Priya Raman, Today 10:36 · 5 steps

1 step failed
  1. 0.4 sDone
  2. 1.8 sDone
  3. file: march-bank-export (preparing) → The export is not ready yet. Not retried.

    3.0 sFailed
  4. 0.9 sDone
  5. —Waiting for you

Each step with its tool, timing and output; a failed step stays in the list and retrying adds a new step.

Answer with citations

3×

Source: src/app/composition/_blocks/ai-citations.tsx

Which clients are more than 30 days overdue?

Answered Today, 10:52 · read 4 entries in Operating book

Two clients, $6,840.00 in total. Oakfield Dental owes the most, $3,900.00 across two invoices. Mara Lindqvist’s $2,940.00 has been open 41 days. Pinecrest Studio was reversed yesterday and no longer counts.

Sources · 4 entries
  1. Status
    open
    Last activity
    Open 47 days
A draft answer. The sources are the entries it read, not a summary of them.

Numbered citations that name the entry and open its row in place, including the reversed entry the answer left out.

Starter prompts

3×

Source: src/app/composition/_blocks/ai-starter-prompts.tsx

Ask about Operating book

The assistant reads this book and proposes changes. It never writes on its own.

Reads the book
Proposes changes for you to accept

Starters grouped into read-only and proposes-changes; picking one fills the field for editing instead of sending it.

Assistant usage

2×

Source: src/app/composition/_blocks/ai-usage-meter.tsx

Assistant usage

Cycle resets 18 Sep

Runs this cycle1,684of 2,000 runs84%
x

At this pace you reach about 1,930 by 18 Sep. At 2,000, answers pause; proposals already drafted stay open.

Answers
1,241
Proposals · 301 accepted
443
Failed steps · not counted
164

Runs against the limit with a projection from the pace so far, a breakdown, and failed steps listed but not counted.

08Composition group

Metrics & charts

Numbers that hold still: metric tiles, a line with a readout, and comparisons that say what changed.

7 built · 7 declared

Metric tiles

6×

Source: src/app/composition/_blocks/metric-tiles.tsx

This week

8–14 Sep · compared with 1–7 Sep

Cleared this week
$48,210.00
+12.4%$42,890.50 last week
Open entries
42 entries
−12.5%48 entries last week
Reversed
3 entries
+50.0%2 entries last week
Median time to clear
2.1 days
No change2.1 days last week

Four tiles with unit, signed delta and the previous value; fewer reversals reads green.

Today metric

4×

Source: src/app/composition/_blocks/today-metric.tsx

Today

$7,500.67

Today, 10:38

$21,184.40

Whole day

Metric and comparison pickers, a tabular total, and a brand line to now with a dotted continuation.

Overview chart grid

6×

Source: src/app/composition/_blocks/overview-chart-grid.tsx

Book overview

Last 7 days
All books
Previous period

Cleared volume

$45,003.00

+9.2%$41,226.00 previous period

New clients

29 clients

+16.0%25 clients previous period

Reversal rate

1.5%

−18.4%1.8% previous period

Updated Today, 10:38

Section title, filter groups (range, book, compare) and chart cards that redraw together.

Period comparison

3×

Source: src/app/composition/_blocks/period-comparison.tsx

September against August

Cleared volume · all books · USD

MeasureSeptember
Cleared volume$161,260.00Aug $154,150.00+4.6%
Entries cleared412Aug 389+5.9%
Average entry$391.41Aug $396.27−1.2%
Reversed9Aug 14−35.7%

Weekly bars this month against last, with exact figures and signed changes in a table.

Balance by book

4×

Source: src/app/composition/_blocks/balance-breakdown.tsx

Balance by book

As of Today, 10:38 · USD

$115,090.00

Balance, stacked
Reserved for tax, kept apart
Available
$80,040.00
Pending clearance
$32,560.00
On hold
$2,490.00
Reserved for tax
$16,010.00

Three states stacked per book; reserved-for-tax shown as its own facet, with totals per series.

Cohort retention heatmap

4×

Source: src/app/composition/_blocks/cohort-heatmap.tsx

Client retention by cohort

Share of clients still sending entries, by month since they signed

  • Mar 202642 clients

    • Month 0: 100%
    • Month 1: 88%
    • Month 2: 79%
    • Month 3: 74%
    • Month 4: 71%
    • Month 5: 69%
  • Apr 202638 clients

    • Month 0: 100%
    • Month 1: 91%
    • Month 2: 83%
    • Month 3: 77%
    • Month 4: 72%
    • Month 5: not yet
  • May 202651 clients

    • Month 0: 100%
    • Month 1: 86%
    • Month 2: 76%
    • Month 3: 70%
    • Month 4: not yet
    • Month 5: not yet
  • Jun 202647 clients

    • Month 0: 100%
    • Month 1: 89%
    • Month 2: 81%
    • Month 3: not yet
    • Month 4: not yet
    • Month 5: not yet
  • Jul 202655 clients

    • Month 0: 100%
    • Month 1: 92%
    • Month 2: not yet
    • Month 3: not yet
    • Month 4: not yet
    • Month 5: not yet
  • Aug 202660 clients

    • Month 0: 100%
    • Month 1: not yet
    • Month 2: not yet
    • Month 3: not yet
    • Month 4: not yet
    • Month 5: not yet
  • Under 66%
  • 66–71%
  • 72–77%
  • 78–84%
  • 85–94%
  • 95% and up

Sequential-ramp cells that print their value, blank future months, and a labelled scale.

Sparkline list

2×

Source: src/app/composition/_blocks/sparkline-list.tsx

Cleared by book

Last 14 days · this week against last

  • Main book184 entries
    $105,712.00+31.2%
  • Retainers62 entries
    $39,230.00−1.4%
  • Grants18 entries
    $14,470.00−56.7%
  • Events 202641 entries
    $20,925.00+20.2%
  • Petty cash97 entries
    $4,246.00−22.2%

Per-book sparkline with total and a signed week-on-week change.

09Composition group

Money & billing

Entries, invoices, payout accounts and plans — amounts tabular, currencies explicit, totals derived.

7 built · 7 declared

Invoice summary

4×

Source: src/app/composition/_blocks/money-invoice-summary.tsx

Invoice INV-0412drafted

Noor Adeyemi · Adeyemi Studio · due Mon 30 Mar

  • Brand retainer, March
    $2,400.00
    20 hours included
    $2,400.00 each
  • Design hours over retainer
    $1,140.00
    Logged 4–27 Mar
    $95.00 each
  • Typeface licence
    $180.00
    Pass-through at cost, not taxed
    $180.00 each

Derived from 3 lines. Tax applies to 2 of them; edit a quantity and every figure follows.

Subtotal
$3,720.00
Returning client, 5% on taxed lines
-$177.00
Tax 8.875% on $3,363.00
$298.47
Total due
$3,841.47

Line items with editable quantities; discount, tax and total are calculated from the lines and refuse to guess on bad input.

Entry detail

3×

Source: src/app/composition/_blocks/money-entry-timeline.tsx

Entry ENT-2038

$4,210.00

USDcleared

February hours invoice

Client
Oakfield Dental
Book
Operating book
Method
Card ending 4242
Fee
$122.39
Net
$4,087.61
Reference
ref_8Kq2xT4w
Lifecycle
  1. Drafted12 Mar, 09:02

    Priya Raman

    Created from invoice INV-0398

  2. Open12 Mar, 09:15

    Sent to accounts@oakfield.dental

    Card ending 4242 authorised for $4,210.00

  3. Cleared14 Mar, 16:40

    Arrived in Harbor Mutual ···· 4821

    Fee $122.39 · net $4,087.61

  4. Not reversed · reversible until 12 Jun

Amount, status and facts for one entry, with a drafted → open → cleared timeline and the reversal it hasn't had yet.

Payout accounts

3×

Source: src/app/composition/_blocks/money-payout-accounts.tsx

Payout accounts

Where cleared entries land. One default per currency; a new account holds funds until it is verified.

Harbor Mutual ···· 4821Default USD

USD · Checking · added 12 JanVerified

Northgate Bank ···· 0917Default EUR

EUR · Checking · added 3 FebVerified

Kestrel Savings ···· 3350

USD · Savings · added Today, 09:12Confirm two small deposits

Albion Bank ···· 7712

GBP · Checking · added 28 FebPaused — the name on the account doesn’t match

Accounts with a default per currency, verification states in words, a row menu, and undo on remove.

Plan & usage

3×

Source: src/app/composition/_blocks/money-plan-usage.tsx

Standard plan

$49.00 a month · renews 1 Oct

  • Entries this month3,412 of 5,000
    x

    $0.02 per entry past the limit

  • Members7 of 10
    x

    $12.00 per seat past the limit

  • Assistant runs1,684 of 2,000
    x

    84% used · $0.05 per run past the limit

  • Stored receipts912 of 5,000
    x

    $0.01 per file past the limit

Next invoice $49.00 · plan $49.00 + $0.00 past limits

Allowance meters with the price past each limit, next invoice calculated from them, and a monthly/yearly preview.

Receipt

2×

Source: src/app/composition/_blocks/money-receipt.tsx

Paid to Harlow & Pike

$1,249.89

Receipt RCP-3317 · Today, 10:38

Paid by
Oakfield Dental
Method
Card ending 4242
Entry
ENT-2044
Brand retainer, March
$1,100.00
Rush turnaround
$48.00
Tax 8.875%
$101.89
Total paid
$1,249.89

Paid amount first, then method, a link to the entry, lines, tax and total paid.

Reverse an entry

3×

Source: src/app/composition/_blocks/money-reversal-form.tsx

Reverse ENT-2038

Oakfield Dental · cleared 14 Mar

Original
$4,210.00
Already reversed
$500.00
Left to reverse
$3,710.00
$
USD

Up to $3,710.00. The fee is not returned.

Shown on the entry and in exports.

Oakfield Dental gets $1,200.00 back in 5–10 days. The entry stays in the book, marked reversed.

Full or partial reversal checked against what's left, a required reason, a client email toggle, and cancel after submitting.

Funds by currency

4×

Source: src/app/composition/_blocks/money-currency-funds.tsx

Funds by currency

About $68,116.32 available across 4 currencies · rates from Today, 10:30

  • USDUS dollar+4.2% this week

    Available

    $48,210.40

    $2,140.00 on the way · clears by Thu

    Harbor Mutual ···· 4821
  • EUREuro−1.3% this week

    Available

    €12,044.00

    Nothing on the way

    Northgate Bank ···· 0917
  • GBPPound sterling+0.6% this week

    Available

    £3,180.25

    £450.00 on the way · clears Mon

    Paused · Albion Bank ···· 7712
  • JPYJapanese yen0.0% this week

    Available

    ¥412,000

    Nothing on the way

    No account — funds are held

One tile per currency with available and on-the-way amounts, weekly change, account status, and a switch to show everything in USD.