feat(bookkeeping): edit & customize booking templates in GUI (#704)
* feat(bookkeeping): edit & customize booking templates in GUI Make bokföringsmallar editable from /settings/templates and surface the ratio (Andel) field, addressing two user requests. - Refactor CreateTemplateForm into a shared TemplateForm (create / edit / duplicate) reusing the existing POST and PUT routes. - Add an Edit (pencil) action on company/team templates, and an Anpassa (customize) action on read-only "Standard" templates that forks a company-scoped copy — letting a company override the standard 1930 settlement account with e.g. 1920 without mutating the shared template. - Show the ratio field progressively (only when a template splits across more than one cost line), with an InfoTooltip, a non-blocking "shares must sum to 1.0" warning, and a live "1 000 kr" split preview. - Add settings_booking_templates i18n keys in both sv and en. Frontend-only: no API, schema, type, or migration changes. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): show ratio input on cost lines only Addresses PR review: the Andel input also appeared on settlement lines when a template had multiple cost lines, but settlement ratios don't feed the "shares sum to 1.0" check or balance validation. Restrict the editable ratio to cost/revenue lines; the settlement leg (full counter-amount) is shown in the live preview instead. No behavior change to applyTemplate. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.8
Claude Opus 4.8
parent
c0b006fcc1
commit
21cfcbe180
@@ -1,7 +1,7 @@
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'use client'
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import { useTranslations } from 'next-intl'
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import { useState, useEffect, useCallback, useRef } from 'react'
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import { useState, useEffect, useCallback, useRef, useMemo } from 'react'
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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@@ -17,9 +17,11 @@ import {
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DialogTitle,
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DialogTrigger,
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} from '@/components/ui/dialog'
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import { Loader2, Trash2, Plus, ChevronDown, Download, Upload, Building2, Users, Globe } from 'lucide-react'
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import { TEMPLATE_CATEGORY_LABELS, convertLibraryToBookingTemplate } from '@/lib/bookkeeping/template-library'
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import { Loader2, Trash2, Plus, ChevronDown, Download, Upload, Building2, Users, Globe, Pencil, Copy } from 'lucide-react'
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import { TEMPLATE_CATEGORY_LABELS, convertLibraryToBookingTemplate, applyTemplate } from '@/lib/bookkeeping/template-library'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import { InfoTooltip } from '@/components/ui/info-tooltip'
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import { formatCurrency } from '@/lib/utils'
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import type { BookingTemplateLibrary, BookingTemplateCategory, BookingTemplateLibraryLine } from '@/types'
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export function BookingTemplatesPanel() {
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@@ -38,6 +40,9 @@ export function BookingTemplatesPanel() {
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const [deletingId, setDeletingId] = useState<string | null>(null)
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const [expandedId, setExpandedId] = useState<string | null>(null)
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const [showCreate, setShowCreate] = useState(false)
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// Shared dialog for editing a company/team template or customizing (duplicating)
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// a read-only system template. Mode is derived from is_system.
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const [activeTemplate, setActiveTemplate] = useState<BookingTemplateLibrary | null>(null)
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const importRef = useRef<HTMLInputElement>(null)
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const fetchTemplates = useCallback(async () => {
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@@ -119,7 +124,12 @@ export function BookingTemplatesPanel() {
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const teamTemplates = templates.filter((tt) => tt.team_id && !tt.is_system)
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const companyTemplates = templates.filter((tt) => tt.company_id && !tt.is_system)
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// Names of existing company templates — used for a soft "name already exists"
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// hint when creating or customizing (never blocks save).
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const companyTemplateNames = companyTemplates.map((tt) => tt.name)
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return (
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<>
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<Card>
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<CardHeader>
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<div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
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@@ -157,9 +167,11 @@ export function BookingTemplatesPanel() {
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<DialogHeader>
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<DialogTitle>{t('create_dialog_title')}</DialogTitle>
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</DialogHeader>
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<CreateTemplateForm
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<TemplateForm
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mode="create"
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entityLabels={ENTITY_LABELS}
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onCreated={() => {
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duplicateNamePool={companyTemplateNames}
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onSaved={() => {
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setShowCreate(false)
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fetchTemplates()
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}}
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@@ -192,6 +204,9 @@ export function BookingTemplatesPanel() {
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deletingId={deletingId}
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onDelete={handleDelete}
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canDelete={false}
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canEdit={false}
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canCustomize={canWrite}
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onCustomize={setActiveTemplate}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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@@ -207,6 +222,8 @@ export function BookingTemplatesPanel() {
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deletingId={deletingId}
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onDelete={handleDelete}
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canDelete={canWrite}
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canEdit={canWrite}
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onEdit={setActiveTemplate}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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@@ -222,6 +239,8 @@ export function BookingTemplatesPanel() {
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deletingId={deletingId}
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onDelete={handleDelete}
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canDelete={canWrite}
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canEdit={canWrite}
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onEdit={setActiveTemplate}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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@@ -229,6 +248,34 @@ export function BookingTemplatesPanel() {
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)}
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</CardContent>
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</Card>
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{/* Shared edit / customize dialog. Editing a company or team template uses
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PUT; customizing a read-only system template creates a company-scoped
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copy via POST. The form is keyed by template id so it re-seeds state when
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switching between rows. */}
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<Dialog open={!!activeTemplate} onOpenChange={(open) => { if (!open) setActiveTemplate(null) }}>
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<DialogContent className="max-w-lg">
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<DialogHeader>
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<DialogTitle>
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{activeTemplate?.is_system ? t('customize_dialog_title') : t('edit_dialog_title')}
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</DialogTitle>
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</DialogHeader>
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{activeTemplate && (
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<TemplateForm
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key={activeTemplate.id}
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mode={activeTemplate.is_system ? 'duplicate' : 'edit'}
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initialTemplate={activeTemplate}
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entityLabels={ENTITY_LABELS}
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duplicateNamePool={companyTemplateNames}
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onSaved={() => {
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setActiveTemplate(null)
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fetchTemplates()
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}}
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/>
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)}
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</DialogContent>
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</Dialog>
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</>
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)
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}
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@@ -241,6 +288,10 @@ function TemplateSection({
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deletingId,
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onDelete,
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canDelete,
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canEdit = false,
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canCustomize = false,
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onEdit,
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onCustomize,
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entityLabels,
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}: {
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title: string
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@@ -251,6 +302,10 @@ function TemplateSection({
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deletingId: string | null
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onDelete: (id: string) => void
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canDelete: boolean
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canEdit?: boolean
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canCustomize?: boolean
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onEdit?: (template: BookingTemplateLibrary) => void
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onCustomize?: (template: BookingTemplateLibrary) => void
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entityLabels: Record<string, string>
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}) {
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const t = useTranslations('settings_booking_templates')
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@@ -296,6 +351,30 @@ function TemplateSection({
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</div>
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</div>
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</button>
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{canCustomize && onCustomize && (
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<Button
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variant="ghost"
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size="sm"
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onClick={() => onCustomize(tt)}
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aria-label={t('customize')}
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title={t('customize')}
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className="h-8 w-8 p-0 shrink-0"
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>
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<Copy className="h-3.5 w-3.5" />
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</Button>
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)}
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{canEdit && onEdit && (
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<Button
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variant="ghost"
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size="sm"
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onClick={() => onEdit(tt)}
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aria-label={t('edit')}
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title={t('edit')}
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className="h-8 w-8 p-0 shrink-0"
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>
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<Pencil className="h-3.5 w-3.5" />
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</Button>
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)}
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{canDelete && (
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<Button
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variant="ghost"
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@@ -353,18 +432,46 @@ function TemplateSection({
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)
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}
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function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void; entityLabels: Record<string, string> }) {
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type TemplateFormMode = 'create' | 'edit' | 'duplicate'
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function TemplateForm({
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mode,
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initialTemplate,
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entityLabels,
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duplicateNamePool = [],
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onSaved,
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}: {
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mode: TemplateFormMode
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initialTemplate?: BookingTemplateLibrary
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entityLabels: Record<string, string>
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duplicateNamePool?: string[]
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onSaved: () => void
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}) {
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const t = useTranslations('settings_booking_templates')
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const { toast } = useToast()
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const [isSubmitting, setIsSubmitting] = useState(false)
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const [name, setName] = useState('')
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const [description, setDescription] = useState('')
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const [category, setCategory] = useState<BookingTemplateCategory>('other')
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const [entityType, setEntityType] = useState<'all' | 'enskild_firma' | 'aktiebolag'>('all')
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const [lines, setLines] = useState<BookingTemplateLibraryLine[]>([
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{ account: '', label: '', side: 'debit', type: 'business', ratio: 1 },
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{ account: '', label: '', side: 'credit', type: 'settlement', ratio: 1 },
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])
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// When customizing a system template (mode 'duplicate') we suggest a distinct
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// "(anpassad)" name so the company copy doesn't read as the standard one.
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const [name, setName] = useState(() =>
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initialTemplate
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? mode === 'duplicate'
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? t('copy_name_suffix', { name: initialTemplate.name })
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: initialTemplate.name
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: '',
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)
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const [description, setDescription] = useState(initialTemplate?.description ?? '')
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const [category, setCategory] = useState<BookingTemplateCategory>(initialTemplate?.category ?? 'other')
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const [entityType, setEntityType] = useState<'all' | 'enskild_firma' | 'aktiebolag'>(
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initialTemplate?.entity_type ?? 'all',
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)
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const [lines, setLines] = useState<BookingTemplateLibraryLine[]>(() =>
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initialTemplate
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? initialTemplate.lines.map((l) => ({ ...l }))
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: [
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{ account: '', label: '', side: 'debit', type: 'business', ratio: 1 },
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{ account: '', label: '', side: 'credit', type: 'settlement', ratio: 1 },
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],
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)
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function updateLine(index: number, field: keyof BookingTemplateLibraryLine, value: string | number) {
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setLines((prev) => {
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@@ -403,12 +510,45 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
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setLines((prev) => prev.filter((_, i) => i !== index))
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}
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// Ratio is only load-bearing when a template splits the amount across more
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// than one cost/revenue line. Hide it for the simple case to keep the form
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// approachable for non-accountants; it stays 1.0 under the hood.
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const businessLineCount = lines.filter((l) => l.type === 'business').length
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const showRatio = businessLineCount > 1
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// The ratio only validates against cost/revenue lines (businessRatioSum), so
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// only those get an editable input. The settlement leg is the full counter-
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// amount (ratio 1.0) and is shown in the live preview, not as a control —
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// an editable settlement ratio that doesn't feed the sum check would mislead.
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const firstRatioIndex = showRatio ? lines.findIndex((l) => l.type === 'business') : -1
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const businessRatioSum = lines
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.filter((l) => l.type === 'business')
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.reduce((sum, l) => sum + (l.ratio ?? 1), 0)
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const ratioSumOff = showRatio && Math.abs(businessRatioSum - 1) > 0.001
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// Live split preview for a 1 000 kr amount. Computed only once every line has
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// an account so the table doesn't flicker while the form is half-filled.
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const preview = useMemo(() => {
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if (lines.some((l) => !l.account)) return null
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try {
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return applyTemplate(lines, 1000)
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} catch {
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return null
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}
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}, [lines])
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// Soft, non-blocking hint when the chosen name collides with an existing
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// company template (no DB unique constraint — duplicates are allowed).
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const nameCollision =
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mode !== 'edit' &&
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name.trim().length > 0 &&
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duplicateNamePool.some((n) => n.trim().toLowerCase() === name.trim().toLowerCase())
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// Real-time check: can this draft be picked from the transaction sheet?
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// If not, we show a hint — save remains allowed (templates may still be
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// useful from the journal-entry form).
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const isConvertible = (() => {
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const draft: BookingTemplateLibrary = {
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id: '',
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id: initialTemplate?.id ?? '',
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company_id: null,
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team_id: null,
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created_by: null,
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@@ -434,18 +574,24 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
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setIsSubmitting(true)
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try {
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const res = await fetch('/api/settings/booking-templates', {
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method: 'POST',
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// Edit updates the existing template in place (PUT); create and duplicate
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// both write a new company-scoped template (POST).
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const isEdit = mode === 'edit'
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const url = isEdit
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? `/api/settings/booking-templates/${initialTemplate!.id}`
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: '/api/settings/booking-templates'
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const res = await fetch(url, {
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method: isEdit ? 'PUT' : 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ name, description, category, entity_type: entityType, lines }),
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})
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if (!res.ok) {
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const json = await res.json()
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const json = await res.json().catch(() => ({}))
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toast({ title: json.error || t('toast_create_failed'), variant: 'destructive' })
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return
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}
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toast({ title: t('toast_created') })
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onCreated()
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toast({ title: isEdit ? t('toast_updated') : t('toast_created') })
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onSaved()
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} finally {
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setIsSubmitting(false)
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}
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@@ -455,7 +601,13 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
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<form onSubmit={handleSubmit} className="space-y-4">
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<div>
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<Label>{t('name_label')}</Label>
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<Input value={name} onChange={(e) => setName(e.target.value)} placeholder={t('name_placeholder')} />
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<Input
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value={name}
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onChange={(e) => setName(e.target.value)}
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placeholder={t('name_placeholder')}
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autoFocus={mode === 'duplicate'}
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onFocus={mode === 'duplicate' ? (e) => e.target.select() : undefined}
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/>
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</div>
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<div>
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<Label>{t('description_label')} <span className="text-muted-foreground font-normal">{t('optional_suffix')}</span></Label>
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@@ -489,7 +641,9 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
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<div>
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<Label>{t('lines_label')}</Label>
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<div className="space-y-2 mt-1">
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{lines.map((line, i) => (
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{lines.map((line, i) => {
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const showRatioInput = showRatio && line.type === 'business'
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return (
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<div key={i} className="rounded-md border border-border p-2 space-y-1.5">
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<div className="flex items-center gap-2">
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<Input
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@@ -546,9 +700,28 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
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</SelectContent>
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</Select>
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)}
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{showRatioInput && (
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<div className="flex items-center gap-1 shrink-0">
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<Input
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type="number"
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inputMode="decimal"
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step="0.1"
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min={0}
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max={10}
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value={String(line.ratio ?? 1)}
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onChange={(e) => {
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const n = Number(e.target.value)
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if (!Number.isNaN(n)) updateLine(i, 'ratio', n)
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}}
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aria-label={t('ratio_label')}
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className="w-16 font-mono tabular-nums text-right"
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/>
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{i === firstRatioIndex && <InfoTooltip content={t('ratio_help')} />}
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</div>
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)}
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</div>
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</div>
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))}
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)})}
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<Button type="button" variant="outline" size="sm" onClick={addLine}>
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<Plus className="h-3 w-3 mr-1" />
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{t('add_line')}
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@@ -556,6 +729,52 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
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</div>
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</div>
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{ratioSumOff && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<p className="text-xs text-warning-foreground leading-snug">
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{t('ratio_sum_warning')}
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</p>
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</div>
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)}
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{preview && (
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<div>
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<Label>{t('preview_label')}</Label>
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<table className="w-full text-xs mt-1">
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<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
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<tr className="border-b">
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<th className="text-left py-1 w-14">{t('th_account')}</th>
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<th className="text-left py-1">{t('th_description')}</th>
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<th className="text-right py-1 w-20">{t('th_debit')}</th>
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<th className="text-right py-1 w-20">{t('th_credit')}</th>
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</tr>
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</thead>
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<tbody>
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{preview.map((pl, i) => (
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<tr key={i} className="border-b last:border-0">
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<td className="py-1 font-mono">{pl.account_number}</td>
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<td className="py-1">{pl.line_description}</td>
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<td className="py-1 text-right tabular-nums">
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{pl.debit_amount ? formatCurrency(Number(pl.debit_amount)) : ''}
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</td>
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<td className="py-1 text-right tabular-nums">
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{pl.credit_amount ? formatCurrency(Number(pl.credit_amount)) : ''}
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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)}
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||||
{nameCollision && (
|
||||
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
|
||||
<p className="text-xs text-warning-foreground leading-snug">
|
||||
{t('duplicate_name_warning')}
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{!isConvertible && (
|
||||
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
|
||||
<p className="text-xs text-warning-foreground leading-snug">
|
||||
@@ -566,7 +785,7 @@ function CreateTemplateForm({ onCreated, entityLabels }: { onCreated: () => void
|
||||
|
||||
<Button type="submit" disabled={isSubmitting} className="w-full">
|
||||
{isSubmitting && <Loader2 className="h-4 w-4 mr-2 animate-spin" />}
|
||||
{t('create_button')}
|
||||
{mode === 'create' ? t('create_button') : t('save_button')}
|
||||
</Button>
|
||||
</form>
|
||||
)
|
||||
|
||||
+13
-1
@@ -1305,7 +1305,19 @@
|
||||
"vat_rate_6": "6%",
|
||||
"vat_rate_0": "0% (export/reverse-charge/exempt)",
|
||||
"unconvertible_hint": "This template can't be picked directly when booking a transaction — it's used from a journal entry. To appear in the transaction list, it needs exactly one cost/revenue line and one settlement line on opposite sides.",
|
||||
"unconvertible_badge": "Journal entries only"
|
||||
"unconvertible_badge": "Journal entries only",
|
||||
"ratio_label": "Share",
|
||||
"ratio_help": "Share of the total amount booked on this line. The shares should sum to 1.0.",
|
||||
"ratio_sum_warning": "The shares for cost lines do not sum to 1.0.",
|
||||
"preview_label": "Preview for 1,000 kr",
|
||||
"edit": "Edit",
|
||||
"edit_dialog_title": "Edit template",
|
||||
"customize": "Customize",
|
||||
"customize_dialog_title": "Customize standard template",
|
||||
"copy_name_suffix": "{name} (customized)",
|
||||
"save_button": "Save",
|
||||
"toast_updated": "Template saved",
|
||||
"duplicate_name_warning": "A template with this name already exists."
|
||||
},
|
||||
"settings_counterparty_templates": {
|
||||
"title": "Bookkeeping templates",
|
||||
|
||||
+13
-1
@@ -1305,7 +1305,19 @@
|
||||
"vat_rate_6": "6 %",
|
||||
"vat_rate_0": "0 % (export/omvänd/momsfri)",
|
||||
"unconvertible_hint": "Den här mallen kan inte väljas direkt vid bokföring av en transaktion — den används från ett verifikat. För att visas i transaktionslistan krävs exakt en kostnads-/intäktsrad och en betalningsrad på motsatt sida.",
|
||||
"unconvertible_badge": "Endast i verifikat"
|
||||
"unconvertible_badge": "Endast i verifikat",
|
||||
"ratio_label": "Andel",
|
||||
"ratio_help": "Andel av totalbeloppet som bokförs på raden. Summan av andelarna ska bli 1,0.",
|
||||
"ratio_sum_warning": "Andelarna för kostnadsrader summerar inte till 1,0.",
|
||||
"preview_label": "Förhandsvisning för 1 000 kr",
|
||||
"edit": "Redigera",
|
||||
"edit_dialog_title": "Redigera mall",
|
||||
"customize": "Anpassa",
|
||||
"customize_dialog_title": "Anpassa standardmall",
|
||||
"copy_name_suffix": "{name} (anpassad)",
|
||||
"save_button": "Spara",
|
||||
"toast_updated": "Mallen sparades",
|
||||
"duplicate_name_warning": "Det finns redan en mall med det här namnet."
|
||||
},
|
||||
"settings_counterparty_templates": {
|
||||
"title": "Bokföringsmallar",
|
||||
|
||||
Reference in New Issue
Block a user