Merge remote-tracking branch 'origin/main' into export-biz

This commit is contained in:
Emil
2026-02-24 16:07:57 +01:00
69 changed files with 3584 additions and 208 deletions
@@ -5,7 +5,9 @@
* in server components or API routes.
*
* Provider-abstracted AI categorization for Swedish BAS account mapping.
* Default implementation uses Claude Haiku for cost efficiency.
* Uses Claude Haiku with structured tool outputs for reliable JSON.
* Accepts pre-filtered candidate templates from embedding search (Tier 2)
* instead of dumping all ~100 templates into the prompt.
*/
import 'server-only'
@@ -27,11 +29,29 @@ export interface TransactionForCategorization {
currency: string
}
export interface AccountUsageEntry {
account_number: string
count: number
}
export interface MerchantHistoryEntry {
merchant_name: string
category: string
template_id: string | null
count: number
}
export interface CategorizationContext {
entityType: EntityType
recentHistory: { description: string; category: string }[]
}
export interface EnrichedCategorizationContext extends CategorizationContext {
candidateTemplates: BookingTemplate[]
userAccountUsage: AccountUsageEntry[]
merchantHistory: MerchantHistoryEntry[]
}
export interface CategorizationSuggestion {
transactionId: string
category: TransactionCategory
@@ -46,7 +66,7 @@ export interface CategorizationSuggestion {
export interface CategorizationProvider {
categorize(
transactions: TransactionForCategorization[],
context: CategorizationContext
context: CategorizationContext | EnrichedCategorizationContext
): Promise<CategorizationSuggestion[]>
}
@@ -67,36 +87,89 @@ function getCategoryAccountMap(entityType: EntityType): Record<string, { account
expense_marketing: { account: '5910', label: 'Annonsering/marknadsföring' },
expense_professional_services: { account: '6530', label: 'Redovisning/konsulttjänster' },
expense_education: { account: educationAccount, label: 'Utbildning' },
expense_representation: { account: '6071', label: 'Representation (mat/möte)' },
expense_consumables: { account: '5460', label: 'Förbrukningsvaror' },
expense_vehicle: { account: '5611', label: 'Bil & drivmedel' },
expense_telecom: { account: '6200', label: 'Telefon & internet' },
expense_bank_fees: { account: '6570', label: 'Bankavgifter' },
expense_card_fees: { account: '6570', label: 'Kortavgifter' },
expense_currency_exchange: { account: '7960', label: 'Valutakursförluster' },
expense_other: { account: '6991', label: 'Övriga kostnader' },
private: { account: '2013', label: 'Privat uttag (EF) / Skuld till ägare (AB)' },
}
}
/** Fallback template IDs when AI doesn't provide one */
const CATEGORY_DEFAULT_TEMPLATES: Record<string, string> = {
expense_representation: 'representation_external',
expense_equipment: 'equipment_tools',
expense_software: 'software_subscription',
expense_travel: 'travel_domestic',
expense_office: 'office_supplies_general',
expense_consumables: 'office_supplies_general',
expense_vehicle: 'travel_fuel',
expense_telecom: 'telecom_mobile',
expense_marketing: 'marketing_advertising',
expense_education: 'education_course',
expense_professional_services: 'consulting_accounting',
}
/**
* Build an abbreviated template reference for the AI prompt.
* Filters by direction (expense/income) to keep prompt concise.
* Build template reference from candidate templates (pre-filtered by embeddings)
* or fall back to full template list if no candidates provided.
*/
function getTemplateReference(direction: 'expense' | 'income'): string {
return BOOKING_TEMPLATES
function getTemplateReference(
direction: 'expense' | 'income',
candidateTemplates?: BookingTemplate[]
): string {
const templates = candidateTemplates && candidateTemplates.length > 0
? candidateTemplates
: BOOKING_TEMPLATES
return templates
.filter((t) => t.direction === direction || t.direction === 'transfer')
.map((t) => `${t.id}: ${t.name_sv} → ${t.debit_account}/${t.credit_account}`)
.join('\n')
}
const NON_DEDUCTIBLE_RULES = `
ICKE-AVDRAGSGILLA KOSTNADER (svensk skatterätt):
- Kläder: Normalt inte avdragsgilla (RÅ 1988 ref. 35)
- Gym/träning: Inte avdragsgilla som personlig kostnad (IL 9 kap 2§)
- Kosmetika/hudvård: Normalt inte avdragsgillt
- Frisör: Normalt privat kostnad
- Representation/måltider: Max 300 kr/person exkl. moms (IL 16 kap 2§)
MOMSREGLER FÖR SPECIFIKA KATEGORIER:
- Representation/måltider: Max 300 kr/person exkl. moms (IL 16 kap 2§), konto 6071/6072
- Gåvor: Reklamgåvor max 300 kr/mottagare, representationsgåvor max 180 kr
- Telefon/dator vid blandad användning: Bara yrkesmässig del avdragsgill
`
// ============================================================
// Classify Transaction Tool Schema
// ============================================================
const CLASSIFY_TOOL: Anthropic.Tool = {
name: 'classify_transactions',
description: 'Classify a batch of bank transactions into Swedish BAS accounts and booking templates.',
input_schema: {
type: 'object' as const,
properties: {
suggestions: {
type: 'array',
items: {
type: 'object',
properties: {
transactionId: { type: 'string', description: 'Transaction ID' },
templateId: { type: 'string', description: 'Booking template ID (REQUIRED — must be from the provided templates list)' },
category: { type: 'string', description: 'Transaction category (e.g. expense_representation, expense_equipment, expense_office)' },
basAccount: { type: 'string', description: 'BAS account number (4 digits)' },
taxCode: { type: ['string', 'null'], description: 'Tax code: MPI for deductible expenses with VAT, MP1 for income with VAT, null for VAT-exempt/private' },
confidence: { type: 'number', description: 'Confidence score 0.0-1.0' },
reasoning: { type: 'string', description: 'Short reasoning in Swedish' },
isPrivate: { type: 'boolean', description: 'Whether this is a private expense' },
},
required: ['transactionId', 'templateId', 'category', 'basAccount', 'confidence', 'reasoning', 'isPrivate'],
},
},
},
required: ['suggestions'],
},
}
// ============================================================
// Anthropic Provider
// ============================================================
@@ -116,23 +189,40 @@ export class AnthropicCategorizationProvider implements CategorizationProvider {
async categorize(
transactions: TransactionForCategorization[],
context: CategorizationContext
context: CategorizationContext | EnrichedCategorizationContext
): Promise<CategorizationSuggestion[]> {
// Cap batch size
const batch = transactions.slice(0, MAX_BATCH_SIZE)
if (batch.length === 0) return []
const enriched = isEnrichedContext(context) ? context : null
const privateAccount = context.entityType === 'aktiebolag' ? '2893' : '2013'
const categoryAccountMap = getCategoryAccountMap(context.entityType)
// Build template references based on batch direction (most transactions will be same direction)
// Build template references — use candidate templates if available
const hasExpenses = batch.some((t) => t.amount < 0)
const hasIncome = batch.some((t) => t.amount > 0)
const candidates = enriched?.candidateTemplates
const templateRef = [
hasExpenses ? `UTGIFTSMALLAR:\n${getTemplateReference('expense')}` : '',
hasIncome ? `INTÄKTSMALLAR:\n${getTemplateReference('income')}` : '',
hasExpenses ? `UTGIFTSMALLAR:\n${getTemplateReference('expense', candidates)}` : '',
hasIncome ? `INTÄKTSMALLAR:\n${getTemplateReference('income', candidates)}` : '',
].filter(Boolean).join('\n\n')
// Build account usage context
const accountUsageContext = enriched?.userAccountUsage && enriched.userAccountUsage.length > 0
? `\nAnvändarens mest använda konton:\n${enriched.userAccountUsage
.slice(0, 15)
.map((a) => `- ${a.account_number} (${a.count} bokningar)`)
.join('\n')}`
: ''
// Build merchant history context
const merchantHistoryContext = enriched?.merchantHistory && enriched.merchantHistory.length > 0
? `\nTidigare kategorisering av dessa handlare:\n${enriched.merchantHistory
.map((m) => `- "${m.merchant_name}" → ${m.category}${m.template_id ? ` (mall: ${m.template_id})` : ''} (${m.count}x)`)
.join('\n')}`
: ''
const systemPrompt = `Du är expert på svensk bokföring och kategorisering av banktransaktioner enligt BAS-kontoplanen.
Din uppgift är att kategorisera varje transaktion till rätt mall-ID (templateId) och BAS-konto.
@@ -156,12 +246,14 @@ ${NON_DEDUCTIBLE_RULES}
REGLER:
1. Negativa belopp = utgifter, positiva = intäkter
2. Markera transaktioner som troligen är privata med isPrivate: true
3. Ange confidence 0.0-1.0 baserat på hur säker du är
2. VIKTIGT: Dessa transaktioner kommer från företagets bankkonto/kort. Anta ALLTID att de är affärsrelaterade. Klassificera ALDRIG som "private" — det beslutet tar användaren själv.
3. Ange confidence 0.0-1.0 baserat på hur säker du är på rätt affärskategori
4. Ange kort reasoning på svenska
5. Om en transaktion liknar privat konsumtion (kläder, gym, etc.), sätt category: "private"
6. taxCode: "MPI" för avdragsgilla affärskostnader med moms, "MP1" för intäkter med moms, null för momsfria/privata
7. Ange templateId om en bokföringsmall matchar (föredra mallar framför generiska kategorier)`
5. Restauranger/mat/café → expense_representation (6071). Bygghandel/järnhandel → expense_equipment eller expense_consumables. Heminredning/kontorsvaror → expense_office.
6. taxCode: "MPI" för avdragsgilla affärskostnader med moms, "MP1" för intäkter med moms, null för momsfria
7. templateId är OBLIGATORISKT — välj alltid den mest passande mallen från listan ovan, även för alternativa förslag
8. isPrivate ska ALLTID vara false — användaren avgör själv vad som är privat
9. Ange TVÅ förslag per transaktion: ett primärt (mest troligt) och ett alternativt (näst mest troligt, annan kategori, lägre confidence). Båda ska vara affärskategorier.`
const historyContext =
context.recentHistory.length > 0
@@ -181,29 +273,12 @@ REGLER:
)
.join('\n\n')
const userPrompt = `Kategorisera följande transaktioner:
${historyContext}
const userPrompt = `Kategorisera följande transaktioner med classify_transactions-verktyget.
Ange TVÅ förslag per transaktion (primärt + alternativ med lägre confidence):
${historyContext}${accountUsageContext}${merchantHistoryContext}
TRANSAKTIONER:
${transactionList}
Returnera ett JSON-objekt med följande struktur:
{
"suggestions": [
{
"transactionId": "id",
"category": "expense_software",
"templateId": "it_saas_subscription",
"basAccount": "5420",
"taxCode": "MPI",
"confidence": 0.9,
"reasoning": "Spotify-prenumeration, typisk programvarukostnad",
"isPrivate": false
}
]
}
Returnera ENDAST JSON-objektet, ingen annan text.`
${transactionList}`
let lastError: Error | null = null
@@ -212,7 +287,15 @@ Returnera ENDAST JSON-objektet, ingen annan text.`
const message = await this.client.messages.create({
model: this.model,
max_tokens: 4096,
system: systemPrompt,
system: [
{
type: 'text',
text: systemPrompt,
cache_control: { type: 'ephemeral' },
},
],
tools: [CLASSIFY_TOOL],
tool_choice: { type: 'tool', name: 'classify_transactions' },
messages: [
{
role: 'user',
@@ -221,33 +304,20 @@ Returnera ENDAST JSON-objektet, ingen annan text.`
],
})
const content = message.content[0]
if (content.type !== 'text') {
throw new Error('Unexpected response type from AI')
// Extract tool_use block from response
const toolUseBlock = message.content.find(
(block) => block.type === 'tool_use' && block.name === 'classify_transactions'
)
if (!toolUseBlock || toolUseBlock.type !== 'tool_use') {
throw new Error('No tool_use block in AI response')
}
// Strip markdown code blocks if present
let jsonText = content.text.trim()
if (jsonText.startsWith('```json')) {
jsonText = jsonText.slice(7)
} else if (jsonText.startsWith('```')) {
jsonText = jsonText.slice(3)
}
if (jsonText.endsWith('```')) {
jsonText = jsonText.slice(0, -3)
}
jsonText = jsonText.trim()
const parsed = JSON.parse(jsonText)
return this.validateSuggestions(parsed.suggestions || [], batch, context.entityType)
const input = toolUseBlock.input as { suggestions?: unknown[] }
return this.validateSuggestions(input.suggestions || [], batch, context.entityType)
} catch (error) {
lastError = error instanceof Error ? error : new Error('Unknown error')
// Don't retry on parse errors
if (error instanceof SyntaxError) {
throw new Error(`Failed to parse AI response: ${lastError.message}`)
}
if (attempt < MAX_RETRIES - 1) {
await sleep(RETRY_DELAY_MS * (attempt + 1))
}
@@ -269,6 +339,7 @@ Returnera ENDAST JSON-objektet, ingen annan text.`
const categoryAccountMap = getCategoryAccountMap(entityType)
const validTransactionIds = new Set(transactions.map((t) => t.id))
const validCategories = new Set(Object.keys(categoryAccountMap).concat(['uncategorized']))
const transactionMap = new Map(transactions.map((t) => [t.id, t]))
return raw
.filter(
@@ -277,9 +348,23 @@ Returnera ENDAST JSON-objektet, ingen annan text.`
)
.filter((s) => validTransactionIds.has(s.transactionId as string))
.map((s) => {
const category = validCategories.has(s.category as string)
// Never let AI classify as private — remap to expense_other
let category = validCategories.has(s.category as string)
? (s.category as TransactionCategory)
: 'expense_other'
if (category === 'private') {
category = 'expense_other'
}
// Enforce direction: positive amounts = income, negative = expense
const tx = transactionMap.get(s.transactionId as string)
if (tx) {
if (tx.amount > 0 && category.startsWith('expense_')) {
category = 'income_other' as TransactionCategory
} else if (tx.amount < 0 && category.startsWith('income_')) {
category = 'expense_other' as TransactionCategory
}
}
const accountInfo = categoryAccountMap[category]
@@ -290,13 +375,19 @@ Returnera ENDAST JSON-objektet, ingen annan text.`
taxCode: (s.taxCode as string) || null,
confidence: Math.max(0, Math.min(1, Number(s.confidence) || 0.5)),
reasoning: (s.reasoning as string) || '',
isPrivate: category === 'private' || Boolean(s.isPrivate),
templateId: (s.templateId as string) || undefined,
isPrivate: false,
templateId: (s.templateId as string) || CATEGORY_DEFAULT_TEMPLATES[category] || undefined,
}
})
}
}
function isEnrichedContext(
ctx: CategorizationContext | EnrichedCategorizationContext
): ctx is EnrichedCategorizationContext {
return 'candidateTemplates' in ctx
}
function sleep(ms: number): Promise<void> {
return new Promise((resolve) => setTimeout(resolve, ms))
}
+113 -8
View File
@@ -5,9 +5,13 @@ import {
AnthropicCategorizationProvider,
type CategorizationProvider,
type TransactionForCategorization,
type CategorizationContext,
type EnrichedCategorizationContext,
type CategorizationSuggestion,
type AccountUsageEntry,
type MerchantHistoryEntry,
} from './categorizer'
import { findSimilarTemplates } from '@/lib/bookkeeping/template-embeddings'
import type { BookingTemplate } from '@/lib/bookkeeping/booking-templates'
// ============================================================
// Settings
@@ -117,7 +121,7 @@ export async function categorizeTransactions(
currency: t.currency,
}))
const context = await buildContext(userId, supabase)
const context = await buildEnrichedContext(userId, supabase, batch)
const aiProvider = getProvider(settings.providerModel)
const suggestions = await aiProvider.categorize(batch, context)
@@ -168,7 +172,7 @@ async function handleTransactionSynced(
currency: t.currency,
}))
const context = await buildContext(userId, supabase)
const context = await buildEnrichedContext(userId, supabase, batch)
const aiProvider = getProvider(settings.providerModel)
const suggestions = await aiProvider.categorize(batch, context)
@@ -194,7 +198,11 @@ async function handleTransactionSynced(
// ============================================================
// eslint-disable-next-line @typescript-eslint/no-explicit-any
async function buildContext(userId: string, supabase: any): Promise<CategorizationContext> {
async function buildEnrichedContext(
userId: string,
supabase: any,
transactions: TransactionForCategorization[]
): Promise<EnrichedCategorizationContext> {
// Fetch entity type
const { data: companySettings } = await supabase
.from('company_settings')
@@ -221,7 +229,92 @@ async function buildContext(userId: string, supabase: any): Promise<Categorizati
})
)
return { entityType, recentHistory }
// Fetch user's most-used accounts (top 30)
const { data: accountUsageRows } = await supabase
.from('journal_entry_lines')
.select('account_number')
.eq('user_id', userId)
const accountCounts = new Map<string, number>()
if (accountUsageRows) {
for (const row of accountUsageRows as { account_number: string }[]) {
accountCounts.set(row.account_number, (accountCounts.get(row.account_number) || 0) + 1)
}
}
const userAccountUsage: AccountUsageEntry[] = Array.from(accountCounts.entries())
.map(([account_number, count]) => ({ account_number, count }))
.sort((a, b) => b.count - a.count)
.slice(0, 30)
// Fetch merchant history for this batch's merchants
const merchantNames = [...new Set(
transactions
.map((t) => t.merchant_name)
.filter((n): n is string => n !== null && n.length > 0)
)]
let merchantHistory: MerchantHistoryEntry[] = []
if (merchantNames.length > 0) {
const { data: merchantRows } = await supabase
.from('transactions')
.select('merchant_name, category, template_id')
.eq('user_id', userId)
.not('is_business', 'is', null)
.neq('category', 'uncategorized')
.in('merchant_name', merchantNames)
.limit(200)
if (merchantRows) {
const merchantMap = new Map<string, MerchantHistoryEntry>()
for (const row of merchantRows as { merchant_name: string; category: string; template_id: string | null }[]) {
const key = `${row.merchant_name}:${row.category}`
const existing = merchantMap.get(key)
if (existing) {
existing.count++
} else {
merchantMap.set(key, {
merchant_name: row.merchant_name,
category: row.category,
template_id: row.template_id,
count: 1,
})
}
}
merchantHistory = Array.from(merchantMap.values())
.sort((a, b) => b.count - a.count)
}
}
// Find candidate templates via embedding search
// Use a representative subset of transactions to find candidates
const representativeTransactions = transactions.slice(0, 5)
const candidateMap = new Map<string, BookingTemplate>()
for (const tx of representativeTransactions) {
try {
const matches = await findSimilarTemplates(
tx as unknown as Transaction,
entityType
)
for (const m of matches) {
if (!candidateMap.has(m.template.id)) {
candidateMap.set(m.template.id, m.template)
}
}
} catch {
// Embedding search failed — continue without candidates
}
}
const candidateTemplates = Array.from(candidateMap.values())
return {
entityType,
recentHistory,
candidateTemplates,
userAccountUsage,
merchantHistory,
}
}
async function storeSuggestions(
@@ -230,16 +323,28 @@ async function storeSuggestions(
// eslint-disable-next-line @typescript-eslint/no-explicit-any
supabase: any
): Promise<void> {
// Group suggestions by transactionId (AI now returns multiple per transaction)
const grouped: Record<string, CategorizationSuggestion[]> = {}
for (const suggestion of suggestions) {
await supabase.from('extension_data').upsert(
if (!grouped[suggestion.transactionId]) {
grouped[suggestion.transactionId] = []
}
grouped[suggestion.transactionId].push(suggestion)
}
for (const [txId, txSuggestions] of Object.entries(grouped)) {
const { error } = await supabase.from('extension_data').upsert(
{
user_id: userId,
extension_id: 'ai-categorization',
key: `suggestion:${suggestion.transactionId}`,
value: suggestion,
key: `suggestion:${txId}`,
value: txSuggestions,
},
{ onConflict: 'user_id,extension_id,key' }
)
if (error) {
console.error(`[ai-categorization] Failed to store suggestion for ${txId}:`, error.message)
}
}
}
@@ -0,0 +1,165 @@
'use client'
import { cn } from '@/lib/utils'
import { Invoice, Deadline, DeadlineStatus } from '@/types'
import { isInvoiceOverdue, isSameDay, formatDateISO, STATUS_COLORS } from '@/lib/calendar/utils'
interface CalendarDayCellProps {
date: Date
currentMonth: number
invoices: Invoice[]
deadlines: Deadline[]
onDayClick: (date: Date) => void
}
export function CalendarDayCell({
date,
currentMonth,
invoices,
deadlines,
onDayClick,
}: CalendarDayCellProps) {
const dateStr = formatDateISO(date)
const isCurrentMonth = date.getMonth() === currentMonth
const isToday = isSameDay(date, new Date())
// Filter invoices and deadlines for this day
const dayInvoices = invoices.filter(inv => inv.due_date === dateStr)
const dayDeadlines = deadlines.filter(d => d.due_date === dateStr)
// Count invoices by status
const overdueInvoices = dayInvoices.filter(isInvoiceOverdue)
const paidInvoices = dayInvoices.filter(inv => inv.status === 'paid')
const pendingInvoices = dayInvoices.filter(
inv => inv.status !== 'paid' && inv.status !== 'cancelled' && inv.status !== 'credited' && !isInvoiceOverdue(inv)
)
// Group deadlines by status
const deadlinesByStatus = dayDeadlines.reduce((acc, d) => {
if (d.is_completed) {
acc.completed = (acc.completed || 0) + 1
} else if (d.status) {
acc[d.status] = (acc[d.status] || 0) + 1
}
return acc
}, {} as Record<string, number>)
const hasItems = dayInvoices.length > 0 || dayDeadlines.length > 0
const hasOverdue = overdueInvoices.length > 0 || deadlinesByStatus.overdue > 0
const hasActionNeeded = deadlinesByStatus.action_needed > 0
return (
<button
onClick={() => onDayClick(date)}
className={cn(
'min-h-[80px] p-1 border-b border-r text-left transition-colors',
'hover:bg-muted/50 focus:outline-none focus:ring-2 focus:ring-ring focus:ring-inset',
!isCurrentMonth && 'bg-muted/30 text-muted-foreground',
isToday && 'bg-primary/5',
hasOverdue && 'border-l-2 border-l-destructive',
!hasOverdue && hasActionNeeded && 'border-l-2 border-l-orange-500'
)}
>
<div className={cn(
'text-sm font-medium mb-1',
isToday && 'text-primary font-bold'
)}>
{date.getDate()}
</div>
{hasItems && (
<div className="space-y-0.5">
{/* Overdue invoices */}
{overdueInvoices.length > 0 && (
<div className="flex items-center gap-1">
<div className="w-2 h-2 rounded-full bg-destructive" />
<span className="text-xs text-destructive truncate">
{overdueInvoices.length} förfallen
</span>
</div>
)}
{/* Pending invoices */}
{pendingInvoices.length > 0 && (
<div className="flex items-center gap-1">
<div className="w-2 h-2 rounded-full bg-primary" />
<span className="text-xs text-muted-foreground truncate">
{pendingInvoices.length} faktura
</span>
</div>
)}
{/* Paid invoices */}
{paidInvoices.length > 0 && (
<div className="flex items-center gap-1">
<div className="w-2 h-2 rounded-full bg-success" />
<span className="text-xs text-muted-foreground truncate">
{paidInvoices.length} betald
</span>
</div>
)}
{/* Overdue deadlines */}
{deadlinesByStatus.overdue > 0 && (
<div className="flex items-center gap-1">
<div className={cn('w-2 h-2 rounded-sm', STATUS_COLORS.overdue.dot)} />
<span className="text-xs text-destructive truncate">
{deadlinesByStatus.overdue} försenad
</span>
</div>
)}
{/* Action needed deadlines */}
{deadlinesByStatus.action_needed > 0 && (
<div className="flex items-center gap-1">
<div className={cn('w-2 h-2 rounded-sm', STATUS_COLORS.action_needed.dot)} />
<span className="text-xs text-orange-700 truncate">
{deadlinesByStatus.action_needed} åtgärd
</span>
</div>
)}
{/* Upcoming deadlines */}
{deadlinesByStatus.upcoming > 0 && (
<div className="flex items-center gap-1">
<div className={cn('w-2 h-2 rounded-sm', STATUS_COLORS.upcoming.dot)} />
<span className="text-xs text-muted-foreground truncate">
{deadlinesByStatus.upcoming} deadline
</span>
</div>
)}
{/* In progress deadlines */}
{deadlinesByStatus.in_progress > 0 && (
<div className="flex items-center gap-1">
<div className={cn('w-2 h-2 rounded-sm', STATUS_COLORS.in_progress.dot)} />
<span className="text-xs text-yellow-700 truncate">
{deadlinesByStatus.in_progress} pågår
</span>
</div>
)}
{/* Submitted deadlines */}
{deadlinesByStatus.submitted > 0 && (
<div className="flex items-center gap-1">
<div className={cn('w-2 h-2 rounded-sm', STATUS_COLORS.submitted.dot)} />
<span className="text-xs text-purple-700 truncate">
{deadlinesByStatus.submitted} inskickad
</span>
</div>
)}
{/* Completed/Confirmed deadlines */}
{(deadlinesByStatus.completed > 0 || deadlinesByStatus.confirmed > 0) && (
<div className="flex items-center gap-1">
<div className={cn('w-2 h-2 rounded-sm', STATUS_COLORS.confirmed.dot)} />
<span className="text-xs text-muted-foreground truncate">
{(deadlinesByStatus.completed || 0) + (deadlinesByStatus.confirmed || 0)} klar
</span>
</div>
)}
</div>
)}
</button>
)
}
@@ -0,0 +1,245 @@
'use client'
import { Invoice, Deadline } from '@/types'
import { cn } from '@/lib/utils'
import { Button } from '@/components/ui/button'
import { Plus } from 'lucide-react'
import {
formatDateISO,
isSameDay,
isInvoiceOverdue,
isDeadlineOverdue,
getTimeSlots,
formatDayViewHeader,
DEADLINE_TYPE_LABELS,
PRIORITY_LABELS,
} from '@/lib/calendar/utils'
interface CalendarDayViewProps {
date: Date
invoices: Invoice[]
deadlines: Deadline[]
onAddDeadline: (date: Date) => void
}
export function CalendarDayView({
date,
invoices,
deadlines,
onAddDeadline,
}: CalendarDayViewProps) {
const timeSlots = getTimeSlots(8, 20)
const today = new Date()
const isToday = isSameDay(date, today)
const dateStr = formatDateISO(date)
// Filter items for this day
const dayInvoices = invoices.filter(inv => inv.due_date === dateStr)
const dayDeadlines = deadlines.filter(d => d.due_date === dateStr)
// Categorize items
const activeInvoices = dayInvoices.filter(inv =>
inv.status !== 'paid' && inv.status !== 'cancelled' && inv.status !== 'credited'
)
const paidInvoices = dayInvoices.filter(inv => inv.status === 'paid')
const activeDeadlines = dayDeadlines.filter(d => !d.is_completed)
const completedDeadlines = dayDeadlines.filter(d => d.is_completed)
return (
<div className="border rounded-lg overflow-hidden">
{/* Header */}
<div className={cn(
'p-4 border-b flex items-center justify-between',
isToday && 'bg-primary/10'
)}>
<h3 className={cn(
'text-lg font-semibold capitalize',
isToday && 'text-primary'
)}>
{formatDayViewHeader(date)}
{isToday && <span className="ml-2 text-sm font-normal text-muted-foreground">(Idag)</span>}
</h3>
<Button
variant="outline"
size="sm"
onClick={() => onAddDeadline(date)}
>
<Plus className="h-4 w-4 mr-1" />
Lägg till deadline
</Button>
</div>
{/* All-day events section */}
<div className="border-b">
<div className="p-2 bg-muted/30">
<div className="text-xs font-medium text-muted-foreground mb-2">Hela dagen</div>
{/* Active invoices */}
{activeInvoices.length > 0 && (
<div className="space-y-1 mb-2">
{activeInvoices.map((invoice) => (
<div
key={invoice.id}
className={cn(
'p-2 rounded-md',
isInvoiceOverdue(invoice)
? 'bg-destructive/10 border border-destructive/30'
: 'bg-primary/10 border border-primary/30'
)}
>
<div className="flex items-center gap-2">
<div className={cn(
'w-3 h-3 rounded-full flex-shrink-0',
isInvoiceOverdue(invoice) ? 'bg-destructive' : 'bg-primary'
)} />
<div className="flex-1 min-w-0">
<div className={cn(
'text-sm font-medium',
isInvoiceOverdue(invoice) ? 'text-destructive' : 'text-primary'
)}>
Faktura {invoice.invoice_number}
{isInvoiceOverdue(invoice) && (
<span className="ml-2 text-xs bg-destructive/20 px-1.5 py-0.5 rounded">
Förfallen
</span>
)}
</div>
<div className="text-xs text-muted-foreground">
{invoice.customer?.name} • {(invoice.total_sek || invoice.total).toLocaleString('sv-SE')} kr
</div>
</div>
</div>
</div>
))}
</div>
)}
{/* Paid invoices */}
{paidInvoices.length > 0 && (
<div className="space-y-1 mb-2">
{paidInvoices.map((invoice) => (
<div
key={invoice.id}
className="p-2 rounded-md bg-success/10 border border-success/30"
>
<div className="flex items-center gap-2">
<div className="w-3 h-3 rounded-full bg-success flex-shrink-0" />
<div className="flex-1 min-w-0">
<div className="text-sm font-medium text-success">
Faktura {invoice.invoice_number}
<span className="ml-2 text-xs bg-success/20 px-1.5 py-0.5 rounded">
Betald
</span>
</div>
<div className="text-xs text-muted-foreground">
{invoice.customer?.name} • {(invoice.total_sek || invoice.total).toLocaleString('sv-SE')} kr
</div>
</div>
</div>
</div>
))}
</div>
)}
{/* Active deadlines */}
{activeDeadlines.length > 0 && (
<div className="space-y-1 mb-2">
{activeDeadlines.map((deadline) => (
<div
key={deadline.id}
className={cn(
'p-2 rounded-md',
isDeadlineOverdue(deadline)
? 'bg-destructive/10 border border-destructive/30'
: 'bg-warning/10 border border-warning/30'
)}
>
<div className="flex items-center gap-2">
<div className={cn(
'w-3 h-3 rounded-sm flex-shrink-0',
isDeadlineOverdue(deadline) ? 'bg-destructive' : 'bg-warning'
)} />
<div className="flex-1 min-w-0">
<div className={cn(
'text-sm font-medium',
isDeadlineOverdue(deadline) ? 'text-destructive' : 'text-warning-foreground'
)}>
{deadline.title}
{isDeadlineOverdue(deadline) && (
<span className="ml-2 text-xs bg-destructive/20 px-1.5 py-0.5 rounded">
Försenad
</span>
)}
</div>
<div className="text-xs text-muted-foreground">
{DEADLINE_TYPE_LABELS[deadline.deadline_type] || deadline.deadline_type}
{deadline.priority !== 'normal' && (
<span className={cn(
'ml-2 px-1.5 py-0.5 rounded',
deadline.priority === 'critical' && 'bg-red-100 text-red-700',
deadline.priority === 'important' && 'bg-orange-100 text-orange-700'
)}>
{PRIORITY_LABELS[deadline.priority]}
</span>
)}
{deadline.customer?.name && ` • ${deadline.customer.name}`}
</div>
</div>
</div>
</div>
))}
</div>
)}
{/* Completed deadlines */}
{completedDeadlines.length > 0 && (
<div className="space-y-1">
{completedDeadlines.map((deadline) => (
<div
key={deadline.id}
className="p-2 rounded-md bg-success/10 border border-success/30 opacity-60"
>
<div className="flex items-center gap-2">
<div className="w-3 h-3 rounded-sm bg-success flex-shrink-0" />
<div className="flex-1 min-w-0">
<div className="text-sm font-medium text-success line-through">
{deadline.title}
</div>
<div className="text-xs text-muted-foreground">
{DEADLINE_TYPE_LABELS[deadline.deadline_type] || deadline.deadline_type}
<span className="ml-2 bg-success/20 px-1.5 py-0.5 rounded">Klar</span>
</div>
</div>
</div>
</div>
))}
</div>
)}
{/* Empty state */}
{dayInvoices.length === 0 && dayDeadlines.length === 0 && (
<div className="text-sm text-muted-foreground py-4 text-center">
Inga händelser för denna dag
</div>
)}
</div>
</div>
{/* Time grid */}
<div className="max-h-[400px] overflow-y-auto">
{timeSlots.map((time) => (
<button
key={time}
onClick={() => onAddDeadline(date)}
className="w-full flex border-b last:border-b-0 hover:bg-muted/50 transition-colors"
>
<div className="w-16 p-2 border-r text-xs text-muted-foreground text-right pr-2 flex-shrink-0">
{time}
</div>
<div className="flex-1 min-h-[40px]" />
</button>
))}
</div>
</div>
)
}
@@ -0,0 +1,55 @@
'use client'
import { Invoice, Deadline } from '@/types'
import { SWEDISH_DAYS, getMonthGrid } from '@/lib/calendar/utils'
import { CalendarDayCell } from './CalendarDayCell'
interface CalendarGridProps {
year: number
month: number
invoices: Invoice[]
deadlines: Deadline[]
onDayClick: (date: Date) => void
}
export function CalendarGrid({
year,
month,
invoices,
deadlines,
onDayClick,
}: CalendarGridProps) {
const weeks = getMonthGrid(year, month)
return (
<div className="border rounded-lg overflow-hidden">
{/* Day headers */}
<div className="grid grid-cols-7 bg-muted">
{SWEDISH_DAYS.map((day) => (
<div
key={day}
className="py-2 text-center text-sm font-medium text-muted-foreground border-r last:border-r-0"
>
{day}
</div>
))}
</div>
{/* Week rows */}
{weeks.map((week, weekIndex) => (
<div key={weekIndex} className="grid grid-cols-7">
{week.map((date, dayIndex) => (
<CalendarDayCell
key={dayIndex}
date={date}
currentMonth={month}
invoices={invoices}
deadlines={deadlines}
onDayClick={onDayClick}
/>
))}
</div>
))}
</div>
)
}
@@ -0,0 +1,85 @@
'use client'
import { ChevronLeft, ChevronRight } from 'lucide-react'
import { Button } from '@/components/ui/button'
import { CalendarViewMode } from '@/types'
import {
SWEDISH_MONTHS,
getWeekNumber,
formatDayViewHeader,
} from '@/lib/calendar/utils'
import { ViewModeSelector } from './ViewModeSelector'
interface CalendarHeaderProps {
year: number
month: number
currentDate?: Date
viewMode?: CalendarViewMode
onPrevious: () => void
onNext: () => void
onToday: () => void
onViewModeChange?: (mode: CalendarViewMode) => void
}
export function CalendarHeader({
year,
month,
currentDate,
viewMode = 'month',
onPrevious,
onNext,
onToday,
onViewModeChange,
}: CalendarHeaderProps) {
// Generate title based on view mode
const getTitle = () => {
switch (viewMode) {
case 'week':
if (currentDate) {
const weekNum = getWeekNumber(currentDate)
return `Vecka ${weekNum}, ${currentDate.getFullYear()}`
}
return `${SWEDISH_MONTHS[month]} ${year}`
case 'day':
if (currentDate) {
return formatDayViewHeader(currentDate)
}
return `${SWEDISH_MONTHS[month]} ${year}`
case 'month':
default:
return `${SWEDISH_MONTHS[month]} ${year}`
}
}
return (
<div className="flex items-center justify-between mb-4">
<div className="flex items-center gap-2">
<Button variant="outline" size="icon" onClick={onPrevious}>
<ChevronLeft className="h-4 w-4" />
</Button>
<Button variant="outline" size="icon" onClick={onNext}>
<ChevronRight className="h-4 w-4" />
</Button>
<Button variant="outline" size="sm" onClick={onToday}>
Idag
</Button>
</div>
<h2 className="text-xl font-semibold capitalize">
{getTitle()}
</h2>
{onViewModeChange && (
<ViewModeSelector
viewMode={viewMode}
onViewModeChange={onViewModeChange}
/>
)}
{/* Spacer when no view mode selector */}
{!onViewModeChange && <div />}
</div>
)
}
@@ -0,0 +1,157 @@
'use client'
import { Invoice, Deadline } from '@/types'
import { cn } from '@/lib/utils'
import {
getWeekDays,
formatWeekDayHeader,
formatDateISO,
isSameDay,
isInvoiceOverdue,
isDeadlineOverdue,
getTimeSlots,
} from '@/lib/calendar/utils'
interface CalendarWeekViewProps {
currentDate: Date
invoices: Invoice[]
deadlines: Deadline[]
onDayClick: (date: Date) => void
}
export function CalendarWeekView({
currentDate,
invoices,
deadlines,
onDayClick,
}: CalendarWeekViewProps) {
const weekDays = getWeekDays(currentDate)
const timeSlots = getTimeSlots(8, 20)
const today = new Date()
// Group invoices and deadlines by date for quick lookup
const getItemsForDate = (date: Date) => {
const dateStr = formatDateISO(date)
const dayInvoices = invoices.filter(inv => inv.due_date === dateStr)
const dayDeadlines = deadlines.filter(d => d.due_date === dateStr)
return { invoices: dayInvoices, deadlines: dayDeadlines }
}
return (
<div className="border rounded-lg overflow-hidden">
{/* Header row with day names and dates */}
<div className="grid grid-cols-[60px_repeat(7,1fr)] bg-muted border-b">
<div className="p-2 border-r" /> {/* Empty corner cell */}
{weekDays.map((date, index) => {
const isToday = isSameDay(date, today)
return (
<button
key={index}
onClick={() => onDayClick(date)}
className={cn(
'p-2 text-center border-r last:border-r-0 hover:bg-muted/80 transition-colors',
isToday && 'bg-primary/10'
)}
>
<div className={cn(
'text-sm font-medium',
isToday && 'text-primary font-bold'
)}>
{formatWeekDayHeader(date)}
</div>
</button>
)
})}
</div>
{/* All-day events section */}
<div className="grid grid-cols-[60px_repeat(7,1fr)] border-b bg-muted/30">
<div className="p-2 border-r text-xs text-muted-foreground">
Heldag
</div>
{weekDays.map((date, index) => {
const items = getItemsForDate(date)
const isToday = isSameDay(date, today)
// Filter to only show non-timed items (all invoices and deadlines without times are "all-day")
const allDayInvoices = items.invoices.filter(inv =>
inv.status !== 'paid' && inv.status !== 'cancelled' && inv.status !== 'credited'
)
const allDayDeadlines = items.deadlines.filter(d => !d.is_completed)
return (
<div
key={index}
className={cn(
'min-h-[60px] p-1 border-r last:border-r-0',
isToday && 'bg-primary/5'
)}
>
{/* Invoice indicators */}
{allDayInvoices.map((invoice) => (
<div
key={invoice.id}
className={cn(
'text-xs p-1 mb-1 rounded truncate',
isInvoiceOverdue(invoice)
? 'bg-destructive/20 text-destructive'
: 'bg-primary/20 text-primary'
)}
title={`Faktura ${invoice.invoice_number} - ${invoice.customer?.name || ''}`}
>
<div className="flex items-center gap-1">
<div className="w-2 h-2 rounded-full bg-current flex-shrink-0" />
<span className="truncate">F#{invoice.invoice_number}</span>
</div>
</div>
))}
{/* Deadline indicators */}
{allDayDeadlines.map((deadline) => (
<div
key={deadline.id}
className={cn(
'text-xs p-1 mb-1 rounded truncate',
isDeadlineOverdue(deadline)
? 'bg-destructive/20 text-destructive'
: 'bg-warning/20 text-warning-foreground'
)}
title={deadline.title}
>
<div className="flex items-center gap-1">
<div className="w-2 h-2 rounded-sm bg-current flex-shrink-0" />
<span className="truncate">{deadline.title}</span>
</div>
</div>
))}
</div>
)
})}
</div>
{/* Time grid */}
<div className="max-h-[500px] overflow-y-auto">
{timeSlots.map((time, timeIndex) => (
<div key={time} className="grid grid-cols-[60px_repeat(7,1fr)] border-b last:border-b-0">
<div className="p-2 border-r text-xs text-muted-foreground text-right pr-2">
{time}
</div>
{weekDays.map((date, dayIndex) => {
const isToday = isSameDay(date, today)
return (
<button
key={dayIndex}
onClick={() => onDayClick(date)}
className={cn(
'min-h-[40px] border-r last:border-r-0 hover:bg-muted/50 transition-colors',
isToday && 'bg-primary/5'
)}
/>
)
})}
</div>
))}
</div>
</div>
)
}
@@ -0,0 +1,240 @@
'use client'
import Link from 'next/link'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { Invoice, Deadline } from '@/types'
import { formatCurrency, formatDate } from '@/lib/utils'
import {
isInvoiceOverdue,
isDeadlineOverdue,
formatDateISO,
DEADLINE_TYPE_LABELS,
PRIORITY_LABELS,
PRIORITY_COLORS,
} from '@/lib/calendar/utils'
import { FileText, CheckCircle, Clock, AlertTriangle, Plus } from 'lucide-react'
interface DayDetailModalProps {
date: Date | null
invoices: Invoice[]
deadlines: Deadline[]
open: boolean
onOpenChange: (open: boolean) => void
onAddDeadline: (date: Date) => void
onToggleDeadline: (deadline: Deadline) => void
}
export function DayDetailModal({
date,
invoices,
deadlines,
open,
onOpenChange,
onAddDeadline,
onToggleDeadline,
}: DayDetailModalProps) {
if (!date) return null
const dateStr = formatDateISO(date)
const dayInvoices = invoices.filter(inv => inv.due_date === dateStr)
const dayDeadlines = deadlines.filter(d => d.due_date === dateStr)
const formattedDate = date.toLocaleDateString('sv-SE', {
weekday: 'long',
year: 'numeric',
month: 'long',
day: 'numeric',
})
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-md max-h-[80vh] overflow-y-auto">
<DialogHeader>
<DialogTitle className="capitalize">{formattedDate}</DialogTitle>
</DialogHeader>
<div className="space-y-6">
{/* Invoices section */}
{dayInvoices.length > 0 && (
<div>
<h3 className="text-sm font-medium text-muted-foreground mb-2">
Fakturor ({dayInvoices.length})
</h3>
<div className="space-y-2">
{dayInvoices.map((invoice) => {
const overdue = isInvoiceOverdue(invoice)
const paid = invoice.status === 'paid'
return (
<Link
key={invoice.id}
href={`/invoices/${invoice.id}`}
className="block"
>
<div
className={`p-3 rounded-lg border transition-colors hover:bg-muted/50 ${
overdue ? 'border-destructive/50 bg-destructive/5' :
paid ? 'border-success/50 bg-success/5' :
'border-border'
}`}
>
<div className="flex items-start justify-between gap-2">
<div className="flex items-start gap-2">
{overdue ? (
<AlertTriangle className="h-4 w-4 text-destructive mt-0.5" />
) : paid ? (
<CheckCircle className="h-4 w-4 text-success mt-0.5" />
) : (
<FileText className="h-4 w-4 text-muted-foreground mt-0.5" />
)}
<div>
<p className="font-medium text-sm">
{invoice.invoice_number}
</p>
<p className="text-xs text-muted-foreground">
{(invoice.customer as { name: string })?.name || 'Okänd kund'}
</p>
</div>
</div>
<div className="text-right">
<p className="font-medium text-sm">
{formatCurrency(invoice.total, invoice.currency)}
</p>
<Badge
variant={
overdue ? 'destructive' :
paid ? 'success' :
'secondary'
}
className="text-xs"
>
{overdue ? 'Förfallen' : paid ? 'Betald' : 'Väntande'}
</Badge>
</div>
</div>
</div>
</Link>
)
})}
</div>
</div>
)}
{/* Deadlines section */}
<div>
<div className="flex items-center justify-between mb-2">
<h3 className="text-sm font-medium text-muted-foreground">
Deadlines ({dayDeadlines.length})
</h3>
<Button
variant="ghost"
size="sm"
onClick={() => onAddDeadline(date)}
>
<Plus className="h-4 w-4 mr-1" />
Lägg till
</Button>
</div>
{dayDeadlines.length === 0 ? (
<p className="text-sm text-muted-foreground py-2">
Inga deadlines denna dag
</p>
) : (
<div className="space-y-2">
{dayDeadlines.map((deadline) => {
const overdue = isDeadlineOverdue(deadline)
const completed = deadline.is_completed
const priorityStyle = PRIORITY_COLORS[deadline.priority]
return (
<div
key={deadline.id}
className={`p-3 rounded-lg border transition-colors ${
overdue && !completed
? 'border-destructive/50 bg-destructive/5'
: completed
? 'border-success/50 bg-success/5'
: `${priorityStyle.border} ${priorityStyle.bg}`
}`}
>
<div className="flex items-start justify-between gap-2">
<div className="flex items-start gap-2">
<button
onClick={() => onToggleDeadline(deadline)}
className="mt-0.5"
>
{completed ? (
<CheckCircle className="h-4 w-4 text-success" />
) : overdue ? (
<AlertTriangle className="h-4 w-4 text-destructive" />
) : (
<Clock className="h-4 w-4 text-muted-foreground" />
)}
</button>
<div>
<p className={`font-medium text-sm ${completed ? 'line-through text-muted-foreground' : ''}`}>
{deadline.title}
</p>
{deadline.due_time && (
<p className="text-xs text-muted-foreground">
kl. {deadline.due_time.slice(0, 5)}
</p>
)}
{deadline.customer && (
<p className="text-xs text-muted-foreground">
{deadline.customer.name}
</p>
)}
</div>
</div>
<div className="flex flex-col items-end gap-1">
<Badge variant="outline" className="text-xs">
{DEADLINE_TYPE_LABELS[deadline.deadline_type]}
</Badge>
{!completed && deadline.priority !== 'normal' && (
<Badge
variant={deadline.priority === 'critical' ? 'destructive' : 'warning'}
className="text-xs"
>
{PRIORITY_LABELS[deadline.priority]}
</Badge>
)}
</div>
</div>
</div>
)
})}
</div>
)}
</div>
{/* Empty state */}
{dayInvoices.length === 0 && dayDeadlines.length === 0 && (
<div className="text-center py-6">
<Clock className="h-8 w-8 text-muted-foreground mx-auto mb-2" />
<p className="text-sm text-muted-foreground">
Inga händelser denna dag
</p>
<Button
variant="outline"
size="sm"
className="mt-2"
onClick={() => onAddDeadline(date)}
>
<Plus className="h-4 w-4 mr-1" />
Lägg till deadline
</Button>
</div>
)}
</div>
</DialogContent>
</Dialog>
)
}
@@ -0,0 +1,200 @@
'use client'
import { useState, useCallback } from 'react'
import { Invoice, Deadline, CalendarViewMode } from '@/types'
import {
getWeekStart,
} from '@/lib/calendar/utils'
import { CalendarHeader } from './CalendarHeader'
import { CalendarGrid } from './CalendarGrid'
import { CalendarWeekView } from './CalendarWeekView'
import { CalendarDayView } from './CalendarDayView'
import { DayDetailModal } from './DayDetailModal'
import { DeadlineForm } from '@/components/deadlines/DeadlineForm'
interface PaymentCalendarProps {
invoices: Invoice[]
deadlines: Deadline[]
customers: { id: string; name: string }[]
onDeadlineCreate: (data: Omit<Deadline, 'id' | 'user_id' | 'created_at' | 'updated_at'>) => Promise<void>
onDeadlineToggle: (deadline: Deadline) => Promise<void>
}
export function PaymentCalendar({
invoices,
deadlines,
customers,
onDeadlineCreate,
onDeadlineToggle,
}: PaymentCalendarProps) {
const today = new Date()
const [year, setYear] = useState(today.getFullYear())
const [month, setMonth] = useState(today.getMonth())
const [viewMode, setViewMode] = useState<CalendarViewMode>('month')
const [selectedDate, setSelectedDate] = useState<Date>(today)
const [showDayModal, setShowDayModal] = useState(false)
const [modalDate, setModalDate] = useState<Date | null>(null)
const [showDeadlineForm, setShowDeadlineForm] = useState(false)
const [deadlineFormDate, setDeadlineFormDate] = useState<Date | null>(null)
// Navigation handlers based on view mode
const handlePrevious = useCallback(() => {
if (viewMode === 'month') {
if (month === 0) {
setMonth(11)
setYear(year - 1)
} else {
setMonth(month - 1)
}
} else if (viewMode === 'week') {
const newDate = new Date(selectedDate)
newDate.setDate(newDate.getDate() - 7)
setSelectedDate(newDate)
setYear(newDate.getFullYear())
setMonth(newDate.getMonth())
} else if (viewMode === 'day') {
const newDate = new Date(selectedDate)
newDate.setDate(newDate.getDate() - 1)
setSelectedDate(newDate)
setYear(newDate.getFullYear())
setMonth(newDate.getMonth())
}
}, [viewMode, month, year, selectedDate])
const handleNext = useCallback(() => {
if (viewMode === 'month') {
if (month === 11) {
setMonth(0)
setYear(year + 1)
} else {
setMonth(month + 1)
}
} else if (viewMode === 'week') {
const newDate = new Date(selectedDate)
newDate.setDate(newDate.getDate() + 7)
setSelectedDate(newDate)
setYear(newDate.getFullYear())
setMonth(newDate.getMonth())
} else if (viewMode === 'day') {
const newDate = new Date(selectedDate)
newDate.setDate(newDate.getDate() + 1)
setSelectedDate(newDate)
setYear(newDate.getFullYear())
setMonth(newDate.getMonth())
}
}, [viewMode, month, year, selectedDate])
const handleToday = useCallback(() => {
const today = new Date()
setYear(today.getFullYear())
setMonth(today.getMonth())
setSelectedDate(today)
}, [])
const handleViewModeChange = useCallback((mode: CalendarViewMode) => {
setViewMode(mode)
// When switching to week view, ensure selectedDate is set properly
if (mode === 'week') {
const weekStart = getWeekStart(selectedDate)
setSelectedDate(weekStart)
}
}, [selectedDate])
const handleDayClick = useCallback((date: Date) => {
if (viewMode === 'month') {
// In month view, clicking a day shows the modal
setModalDate(date)
setShowDayModal(true)
} else if (viewMode === 'week') {
// In week view, clicking a day switches to day view
setSelectedDate(date)
setViewMode('day')
setYear(date.getFullYear())
setMonth(date.getMonth())
}
}, [viewMode])
const handleAddDeadline = useCallback((date: Date) => {
setDeadlineFormDate(date)
setShowDayModal(false)
setShowDeadlineForm(true)
}, [])
const handleDeadlineFormClose = useCallback(() => {
setShowDeadlineForm(false)
setDeadlineFormDate(null)
}, [])
const handleDeadlineSubmit = useCallback(async (data: Omit<Deadline, 'id' | 'user_id' | 'created_at' | 'updated_at'>) => {
await onDeadlineCreate(data)
handleDeadlineFormClose()
}, [onDeadlineCreate])
return (
<div className="space-y-4">
<div>
<CalendarHeader
year={year}
month={month}
currentDate={selectedDate}
viewMode={viewMode}
onPrevious={handlePrevious}
onNext={handleNext}
onToday={handleToday}
onViewModeChange={handleViewModeChange}
/>
{/* Month View */}
{viewMode === 'month' && (
<CalendarGrid
year={year}
month={month}
invoices={invoices}
deadlines={deadlines}
onDayClick={handleDayClick}
/>
)}
{/* Week View */}
{viewMode === 'week' && (
<CalendarWeekView
currentDate={selectedDate}
invoices={invoices}
deadlines={deadlines}
onDayClick={handleDayClick}
/>
)}
{/* Day View */}
{viewMode === 'day' && (
<CalendarDayView
date={selectedDate}
invoices={invoices}
deadlines={deadlines}
onAddDeadline={handleAddDeadline}
/>
)}
</div>
{/* Day detail modal (for month view clicks) */}
<DayDetailModal
date={modalDate}
invoices={invoices}
deadlines={deadlines}
open={showDayModal}
onOpenChange={setShowDayModal}
onAddDeadline={handleAddDeadline}
onToggleDeadline={onDeadlineToggle}
/>
{/* Deadline form dialog */}
<DeadlineForm
open={showDeadlineForm}
onOpenChange={handleDeadlineFormClose}
onSubmit={handleDeadlineSubmit}
initialDate={deadlineFormDate}
customers={customers}
/>
</div>
)
}
@@ -0,0 +1,98 @@
'use client'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Invoice } from '@/types'
import { calculatePeriodSummary, SWEDISH_MONTHS } from '@/lib/calendar/utils'
import { formatCurrency } from '@/lib/utils'
import { TrendingUp, Clock, CheckCircle, AlertTriangle } from 'lucide-react'
interface PaymentSummaryCardProps {
invoices: Invoice[]
year: number
month: number
}
export function PaymentSummaryCard({ invoices, year, month }: PaymentSummaryCardProps) {
const summary = calculatePeriodSummary(invoices)
return (
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-lg">
Sammanfattning {SWEDISH_MONTHS[month]} {year}
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{/* Expected */}
<div className="flex items-center justify-between">
<div className="flex items-center gap-2">
<div className="h-8 w-8 rounded-lg bg-muted flex items-center justify-center">
<TrendingUp className="h-4 w-4 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Förväntat</p>
<p className="text-sm font-medium">{summary.pendingCount} fakturor</p>
</div>
</div>
<p className="text-lg font-semibold">{formatCurrency(summary.totalExpected)}</p>
</div>
{/* Overdue */}
{summary.overdueCount > 0 && (
<div className="flex items-center justify-between">
<div className="flex items-center gap-2">
<div className="h-8 w-8 rounded-lg bg-muted flex items-center justify-center">
<AlertTriangle className="h-4 w-4 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Förfallen</p>
<p className="text-sm font-medium text-destructive">
{summary.overdueCount} fakturor
</p>
</div>
</div>
<p className="text-lg font-semibold text-destructive">
{formatCurrency(summary.totalOverdue)}
</p>
</div>
)}
{/* Paid */}
<div className="flex items-center justify-between">
<div className="flex items-center gap-2">
<div className="h-8 w-8 rounded-lg bg-muted flex items-center justify-center">
<CheckCircle className="h-4 w-4 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Betald</p>
<p className="text-sm font-medium">{summary.paidCount} fakturor</p>
</div>
</div>
<p className="text-lg font-semibold text-success">
{formatCurrency(summary.totalPaid)}
</p>
</div>
{/* Pending */}
{summary.pendingCount > 0 && summary.overdueCount < summary.pendingCount && (
<div className="flex items-center justify-between">
<div className="flex items-center gap-2">
<div className="h-8 w-8 rounded-lg bg-muted flex items-center justify-center">
<Clock className="h-4 w-4 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Väntande</p>
<p className="text-sm font-medium">
{summary.pendingCount - summary.overdueCount} fakturor
</p>
</div>
</div>
<p className="text-lg font-semibold">
{formatCurrency(summary.totalExpected - summary.totalOverdue)}
</p>
</div>
)}
</CardContent>
</Card>
)
}
@@ -0,0 +1,34 @@
'use client'
import { CalendarViewMode } from '@/types'
import { VIEW_MODE_LABELS } from '@/lib/calendar/utils'
import { Button } from '@/components/ui/button'
import { cn } from '@/lib/utils'
interface ViewModeSelectorProps {
viewMode: CalendarViewMode
onViewModeChange: (mode: CalendarViewMode) => void
}
export function ViewModeSelector({ viewMode, onViewModeChange }: ViewModeSelectorProps) {
const modes: CalendarViewMode[] = ['month', 'week', 'day']
return (
<div className="inline-flex rounded-md border">
{modes.map((mode) => (
<Button
key={mode}
variant="ghost"
size="sm"
onClick={() => onViewModeChange(mode)}
className={cn(
'rounded-none border-r last:border-r-0 px-3',
viewMode === mode && 'bg-muted'
)}
>
{VIEW_MODE_LABELS[mode]}
</Button>
))}
</div>
)
}
+7
View File
@@ -0,0 +1,7 @@
import type { Extension } from '@/lib/extensions/types'
export const calendarExtension: Extension = {
id: 'calendar',
name: 'Kalender',
version: '1.0.0',
}
@@ -152,7 +152,7 @@ export function createTaxDeadlinePayload(
badge: '/icons/badge-72.png',
tag: `tax-deadline-${deadlineId}`,
data: {
url: '/calendar',
url: '/deadlines',
type: 'tax_deadline',
id: deadlineId,
},
@@ -28,6 +28,10 @@ const BAS_ACCOUNT_MAPPING: Record<TransactionCategory, string> = {
expense_marketing: '5910', // Annonsering
expense_professional_services: '6530', // Redovisningstjänster
expense_education: '6991', // Övriga avdragsgilla kostnader
expense_representation: '6071', // Representation
expense_consumables: '5460', // Förbrukningsvaror
expense_vehicle: '5611', // Drivmedel bil
expense_telecom: '6200', // Telefon och internet
expense_bank_fees: '6570', // Bankavgifter
expense_card_fees: '6570', // Kortavgifter
expense_currency_exchange: '7960', // Valutakursförluster
@@ -273,6 +277,10 @@ export const CATEGORY_LABELS: Record<TransactionCategory, string> = {
expense_marketing: 'Marknadsföring',
expense_professional_services: 'Konsulttjänster',
expense_education: 'Utbildning',
expense_representation: 'Representation',
expense_consumables: 'Material',
expense_vehicle: 'Bil & drivmedel',
expense_telecom: 'Telefon & internet',
expense_bank_fees: 'Bankavgift',
expense_card_fees: 'Kortavgift',
expense_currency_exchange: 'Valutaväxling',
@@ -0,0 +1,142 @@
import type { Extension, ExtensionContext } from '@/lib/extensions/types'
import type { EventPayload } from '@/lib/events/types'
// ============================================================
// Settings
// ============================================================
export interface UserDescriptionMatchSettings {
batchApplyEnabled: boolean
minConfidenceThreshold: number
}
const DEFAULT_SETTINGS: UserDescriptionMatchSettings = {
batchApplyEnabled: true,
minConfidenceThreshold: 0.55,
}
export async function getSettings(userId: string): Promise<UserDescriptionMatchSettings> {
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
const { data } = await supabase
.from('extension_data')
.select('value')
.eq('user_id', userId)
.eq('extension_id', 'user-description-match')
.eq('key', 'settings')
.single()
if (!data?.value) return { ...DEFAULT_SETTINGS }
return { ...DEFAULT_SETTINGS, ...(data.value as Partial<UserDescriptionMatchSettings>) }
}
export async function saveSettings(
userId: string,
partial: Partial<UserDescriptionMatchSettings>
): Promise<UserDescriptionMatchSettings> {
const current = await getSettings(userId)
const merged = { ...current, ...partial }
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
await supabase
.from('extension_data')
.upsert(
{
user_id: userId,
extension_id: 'user-description-match',
key: 'settings',
value: merged,
},
{ onConflict: 'user_id,extension_id,key' }
)
return merged
}
// ============================================================
// Event Handler
// ============================================================
async function handleTransactionCategorized(
payload: EventPayload<'transaction.categorized'>,
ctx?: ExtensionContext
): Promise<void> {
const { transaction, userId } = payload
const log = ctx?.log ?? console
if (!transaction.merchant_name) return
const settings = ctx
? { ...(DEFAULT_SETTINGS), ...(await ctx.settings.get<Partial<UserDescriptionMatchSettings>>() || {}) }
: await getSettings(userId)
if (!settings.batchApplyEnabled) return
try {
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
// Check if the rule that fired was a user-described rule
const { data: rule } = await supabase
.from('mapping_rules')
.select('id, user_description, merchant_pattern')
.eq('user_id', userId)
.eq('source', 'user_description')
.ilike('merchant_pattern', transaction.merchant_name.replace(/[.*+?^${}()|[\]\\]/g, '\\$&'))
.limit(1)
.single()
if (!rule) return
// Count uncategorized siblings
const { count } = await supabase
.from('transactions')
.select('id', { count: 'exact', head: true })
.eq('user_id', userId)
.eq('merchant_name', transaction.merchant_name)
.is('journal_entry_id', null)
if (!count || count === 0) return
// Store batch hint for the UI
await supabase.from('extension_data').upsert(
{
user_id: userId,
extension_id: 'user-description-match',
key: `batch_hint:${transaction.merchant_name}`,
value: {
merchant_name: transaction.merchant_name,
uncategorized_count: count,
user_description: rule.user_description,
},
},
{ onConflict: 'user_id,extension_id,key' }
)
log.info(`[user-description-match] Batch hint stored: ${count} uncategorized for ${transaction.merchant_name}`)
} catch (error) {
log.error('[user-description-match] handleTransactionCategorized failed:', error)
}
}
// ============================================================
// Extension Object
// ============================================================
export const userDescriptionMatchExtension: Extension = {
id: 'user-description-match',
name: 'Beskrivningsmatchning',
version: '1.0.0',
eventHandlers: [
{ eventType: 'transaction.categorized', handler: handleTransactionCategorized },
],
settingsPanel: {
label: 'Beskrivningsmatchning',
path: '/settings/extensions/user-description-match',
},
async onInstall(ctx) {
await ctx.settings.set('settings', DEFAULT_SETTINGS)
},
}