feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions (#698)
* feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions Verifikat UX - "Ny verifikat" opens in a modal (NewJournalEntryDialog) instead of an inline tab; the review step renders inline in the dialog rather than stacking a second dialog. - JournalEntryForm: konteringsrader are the focus, with a compact pre-filled metadata bar (datum/serie/text/valuta/period) on top; verifikationstext auto-fills from the first row's account. - JournalEntryList: belopp shown on collapsed rows; expanded view is an aligned Konto/Benämning/Debet/Kredit table. SIE imports no longer flood "Att hantera: saknade underlag" - Import gains an opt-in (off by default) toggle to mark imported verifikat as "Inget underlag krävs"; a "Rekommenderas vid migrering" badge nudges it for historical years. - Multi-select batch-mark in the list for selective cleanup. - Filter-scoped bulk mark (POST /api/bookkeeping/no-doc-required/bulk-missing): marks every missing-doc verifikat matching the active filters across all pages, with a dry_run count to confirm scope — the scalable remedy for a post-import flood. - Shared helper markEntriesNoDocRequired + per-entry batch route. Tests: no-doc helper, batch route, bulk-missing route. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): address PR #698 review findings - JournalEntryForm: restore the explicit "no underlag" acknowledgement in the modal's inline review. When no document is attached, the confirm button reads "Bokför utan underlag" (BFL 5 kap 6-7 §§), equivalent to the blocking dialog the non-bare flow shows — the bare path no longer posts behind only a passive banner. - batch no-doc route: guard the ownership query with source_type IN NEEDS_DOC_SOURCE_TYPES so a crafted request can't exempt non-document-requiring entries (defense in depth on top of company + posted scoping). - bulk-missing route: resolve doc/exemption status by querying only the candidate ids (chunked) instead of loading the company's full document_attachments and journal_entry_no_doc_required tables into memory — data minimisation + bounded memory for large migrations (the most-repeated reviewer finding). Triaged as non-issues (left as-is): partial-import exemption (gated on result.success == zero errors), reason write-back (sidecar row is FK-linked and carries the reason), and "bulk-exempting manual entries" (consistent with the existing per-entry NoDocRequiredToggle). No DB migration — reuses the existing journal_entry_no_doc_required table. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): centralize bulk-missing date/series validation in Zod Move the ISO-date and verifikationsserie format checks into the Zod schema so malformed input is rejected with a clean 400 instead of being silently nulled (or, for a shaped-but-invalid date, throwing a 500 via fetchAllRows). The date refinement rejects values like 9999-99-99 / 2026-02-30 that a bare /^\d{4}-\d{2}-\d{2}$/ regex lets through. Addresses the PR #698 reviewer nit on split schema-vs-runtime validation. +2 route tests. 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
64991eb3c9
commit
4dfd790de5
@@ -34,6 +34,7 @@ import { getBASReference } from '@/lib/bookkeeping/bas-reference'
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import { classifyAccount } from '@/lib/bookkeeping/account-classifier'
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import { computeSRUCode } from '@/lib/bookkeeping/bas-data/sru-mapping'
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import { populateTemplatesFromSieVouchers } from '@/lib/bookkeeping/counterparty-templates'
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import { markEntriesNoDocRequired } from '@/lib/bookkeeping/no-doc-required'
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import { parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
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/**
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@@ -871,6 +872,10 @@ export async function importVouchers(
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): Promise<{
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created: number
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ids: string[]
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// Subset of `ids` whose entries were inserted with source_type='import' (i.e.
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// excludes #VER vouchers re-tagged as opening_balance). Used to scope the
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// opt-in "Inget underlag krävs" auto-exemption to genuinely migrated vouchers.
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importTypedIds: string[]
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errors: string[]
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skippedEmpty: number
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skippedSingleLine: number
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@@ -898,6 +903,7 @@ export async function importVouchers(
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const results = {
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created: 0,
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ids: [] as string[],
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importTypedIds: [] as string[],
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errors: [] as string[],
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skippedEmpty: 0,
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skippedSingleLine: 0,
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@@ -1287,6 +1293,11 @@ export async function importVouchers(
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})
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results.ids.push(entryId)
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// #VER vouchers re-tagged as opening_balance never need an underlag and
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// aren't in NEEDS_DOC_SOURCE_TYPES, so keep them out of the exempt set.
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if (voucher.sourceType === 'import') {
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results.importTypedIds.push(entryId)
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}
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results.created++
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}
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@@ -1864,6 +1875,10 @@ export async function executeSIEImport(
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voucherSeries?: string
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onExistingPeriod?: 'block' | 'replace'
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updateAccountNames?: boolean
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// Opt-in: mark every imported (source_type='import') verifikat as "Inget
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// underlag krävs" so a multi-year migration doesn't flood "Att hantera:
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// saknade underlag" with thousands of items. OFF by default.
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markImportedNoDocRequired?: boolean
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}
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): Promise<ImportResult> {
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const result: ImportResult = {
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@@ -1878,6 +1893,11 @@ export async function executeSIEImport(
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replacedPriorImport: null,
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}
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// Collected source_type='import' entry ids (vouchers + migration adjustment),
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// used only when options.markImportedNoDocRequired is set. Kept separate from
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// result.journalEntryIds because that also holds opening_balance entries.
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const importTypedEntryIds: string[] = []
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const onExistingPeriod = options.onExistingPeriod ?? 'block'
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const updateAccountNames = options.updateAccountNames ?? true
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@@ -2285,6 +2305,7 @@ export async function executeSIEImport(
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result.journalEntriesCreated += voucherResults.created
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result.journalEntryIds.push(...voucherResults.ids)
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importTypedEntryIds.push(...voucherResults.importTypedIds)
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result.errors.push(...voucherResults.errors)
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voucherNumberMapping = voucherResults.voucherNumberMapping
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voucherSeriesUsed = voucherResults.seriesUsed
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@@ -2346,6 +2367,8 @@ export async function executeSIEImport(
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if (adjustment.entryId) {
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result.journalEntriesCreated++
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result.journalEntryIds.push(adjustment.entryId)
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// The omföringsverifikation is source_type='import' too.
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importTypedEntryIds.push(adjustment.entryId)
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result.warnings.push(
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`Migreringsjustering skapad: ${adjustment.deltaAccounts} konton justerade för att matcha UB/RES från källsystemet`
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)
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@@ -2501,6 +2524,28 @@ export async function executeSIEImport(
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}
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}
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// Opt-in: mark imported verifikat as "Inget underlag krävs" (non-blocking).
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// Migrated vouchers carry their underlag in the source system, so the user
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// can choose to keep all of them out of "Att hantera: saknade underlag" in
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// one go instead of clearing thousands of items by hand. Data is already
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// committed at this point, so a failure here only loses the convenience.
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if (result.success && options.markImportedNoDocRequired && importTypedEntryIds.length > 0) {
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try {
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await markEntriesNoDocRequired(
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supabase,
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companyId,
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userId,
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importTypedEntryIds,
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'Importerad från tidigare system (SIE)',
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)
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} catch (exemptError) {
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console.error('[sie-import] Failed to mark imported entries no-doc-required (non-fatal):', exemptError)
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result.warnings.push(
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'Kunde inte markera importerade verifikat som "Inget underlag krävs" — du kan markera dem manuellt i bokföringslistan.',
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)
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}
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}
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// Add warnings for any issues
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for (const issue of parsed.issues) {
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if (issue.severity === 'warning') {
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@@ -234,6 +234,10 @@ export interface ImportOptions {
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// Voucher series to use for imported entries
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voucherSeries?: string
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// Opt-in: mark imported verifikat as "Inget underlag krävs" so a migration
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// doesn't flood "Att hantera: saknade underlag". OFF by default.
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markImportedNoDocRequired?: boolean
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}
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/**
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