fix(year-end): typed preflight blocker codes so remediation links render (#1420)

* fix(year-end): typed preflight blocker codes so remediation links render

validateYearEndReadiness emits Swedish blocker strings but the wizard's
BlockerRow matched English phrases, so no remediation link ever rendered,
and the voucher-gap branch pointed at /bookkeeping/voucher-gaps which only
exists as an API route. Blockers now carry stable machine codes end to end
(YearEndBlockerCode on YearEndValidation.blockers, mirrored additively as
blockerItems on BokslutReadinessReport); errors stays the plain string
mirror so the v1 compliance check and MCP tool keep their exact shapes.
BlockerRow matches on code and links only to pages that exist; the
voucher-gap and dead-link branches are removed.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(year-end): code the unbooked-transaction blockers #1414 added

#1414 landed two new blockers in validateYearEndReadiness using the old
errors.push style, which this branch had already renamed to a typed
blockers array. Merging main left them referencing a variable that no
longer exists.

Converted both to the typed scheme: UNBOOKED_TRANSACTIONS (the safety
guard that stops executeYearEndClosing from aborting at the step 7 lock
AFTER the closing entry posted at step 4) and UNBOOKED_CHECK_FAILED (the
fail-closed variant). Neither behaviour changes; both keep their Swedish
wording verbatim.

The MCP year_end_readiness classifier now routes on the stable
YearEndBlockerCode instead of regexing the Swedish message, with the
wording heuristic kept as a fallback for an unmapped or legacy English
message. The public `kind` values are unchanged, so MCP consumers see the
same output; both new codes map to 'unbooked_transactions' as before,
since an agent reacts to "we could not tell" the same way it reacts to a
real count.

UNBOOKED_TRANSACTIONS gets a /transactions remediation link in the
preflight step: that page is where a transaction is booked or marked
private, the two remedies the message names. UNBOOKED_CHECK_FAILED gets
none: the remedy is to re-run the check.

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-08-06 10:04:42 +02:00
committed by GitHub
co-authored by Jakob Wennberg Claude Fable 5
parent 31fba5e8f9
commit 78a37f6396
8 changed files with 315 additions and 78 deletions
@@ -15,6 +15,12 @@ interface PreflightStepProps {
onContinue: () => void
}
/** A blocker as rendered: code is null for legacy responses without codes. */
interface DisplayBlocker {
code: string | null
message: string
}
/** Sans eyebrow section head with a trailing hairline (house idiom). */
function SectionHead({ icon, children }: { icon?: React.ReactNode; children: React.ReactNode }) {
return (
@@ -48,6 +54,11 @@ export function PreflightStep({ report, isLoading, error, onContinue }: Prefligh
return null
}
// A response cached from before blockerItems shipped only has the plain
// strings: fall back so blockers never disappear, just without links.
const blockerItems: DisplayBlocker[] =
report.blockerItems ?? report.blockers.map((message) => ({ code: null, message }))
return (
<div className="space-y-8">
{/* Period line: muted text for the normal state, chip only when the
@@ -66,13 +77,13 @@ export function PreflightStep({ report, isLoading, error, onContinue }: Prefligh
)}
</div>
{report.blockers.length > 0 && (
{blockerItems.length > 0 && (
<section>
<SectionHead icon={<XCircle className="h-3.5 w-3.5 text-destructive" aria-hidden="true" />}>
Måste åtgärdas innan bokslut
</SectionHead>
{report.blockers.map((blocker, i) => (
<BlockerRow key={i} blocker={blocker} report={report} />
{blockerItems.map((blocker, i) => (
<BlockerRow key={`${blocker.code ?? 'blocker'}-${i}`} blocker={blocker} />
))}
</section>
)}
@@ -121,30 +132,40 @@ export function PreflightStep({ report, isLoading, error, onContinue }: Prefligh
}
/**
* Renders a blocker with a contextual action link when we can derive one.
* Falls back to plain text otherwise.
* Renders a blocker with a contextual action link derived from its stable
* machine code (YearEndBlockerCode). Codes without an existing remediation
* page (voucher gaps, sequence counter, period state) render as plain text:
* a link must never point at a page that does not exist. UNBOOKED_CHECK_FAILED
* is deliberately link-less too: the remedy is to re-run the check, not to
* visit a page.
*/
function BlockerRow({ blocker, report }: { blocker: string; report: BokslutReadinessReport }) {
function BlockerRow({ blocker }: { blocker: DisplayBlocker }) {
let href: string | null = null
let actionLabel: string | null = null
if (/draft journal entries/i.test(blocker) && report.draftCount > 0) {
href = '/bookkeeping?status=draft'
actionLabel = 'Visa utkast'
} else if (/voucher gap/i.test(blocker)) {
href = '/bookkeeping/voucher-gaps'
actionLabel = 'Hantera nummerlucka'
} else if (/trial balance/i.test(blocker)) {
href = '/reports/trial-balance'
actionLabel = 'Öppna balansrapport'
} else if (/continuity/i.test(blocker)) {
if (blocker.code === 'DRAFT_ENTRIES') {
// The verifikat list has its own Utkast tab; it does not read a status
// query param, so the link goes to the plain list.
href = '/bookkeeping'
actionLabel = 'Visa utkast'
} else if (blocker.code === 'UNBOOKED_TRANSACTIONS') {
// Transaktionslistan is where an unbooked transaction is either booked or
// marked private, the two remedies the message names.
href = '/transactions'
actionLabel = 'Visa transaktioner'
} else if (blocker.code === 'TRIAL_BALANCE_UNBALANCED') {
href = '/reports/trial-balance'
actionLabel = 'Öppna saldobalansen'
} else if (blocker.code === 'CONTINUITY_MISMATCH') {
// Saldobalansen lists ingående och utgående saldo per konto: the closest
// existing surface for reviewing IB against prior-year UB.
href = '/reports/trial-balance'
actionLabel = 'Granska ingående balans'
}
return (
<div className="flex items-baseline justify-between gap-3 border-b border-border/60 px-1 py-3 text-[13px] leading-5 last:border-b-0">
<p className="flex-1">{blocker}</p>
<p className="flex-1">{blocker.message}</p>
{href && actionLabel && (
<Link href={href} className={QUIET_LINK_CLASS}>
{actionLabel}