Add/docs skv mcp (#494)
* feat: add "book directly" functionality for invoice inbox items - Extend JournalEntrySourceTypeSchema to include 'inbox_item'. - Introduce BookInboxItemDirectlySchema for direct journal entry creation. - Update InvoiceInboxItem type to include matched_transaction_id and created_journal_entry_id. - Implement BookDirectlyDialog component for user interaction. - Create API route for booking directly from inbox items with appropriate validations. - Add SQL migration to support new journal entry references in the invoice inbox items table. - Implement tests for the new booking functionality and ensure proper error handling. * fix(invoice-inbox): update status handling for resolved inbox items * feat: enforce unique journal entry constraint for invoice inbox items
This commit is contained in:
Mattsson
@@ -38,6 +38,9 @@ import {
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DialogTitle,
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DialogDescription,
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} from '@/components/ui/dialog'
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import BookDirectlyDialog from '@/components/extensions/general/BookDirectlyDialog'
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type AccountingMethod = 'accrual' | 'cash'
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// ── Types ────────────────────────────────────────────────────
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@@ -54,6 +57,7 @@ interface InboxItem {
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matched_supplier_id: string | null
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matched_transaction_id: string | null
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created_supplier_invoice_id: string | null
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created_journal_entry_id: string | null
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error_message: string | null
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// Set client-side only while a manual upload is in flight. Replaced by a
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// real server-side row once the AI extraction completes.
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@@ -147,6 +151,11 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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const [isRotating, setIsRotating] = useState(false)
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const [isDragging, setIsDragging] = useState(false)
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const [attachOpen, setAttachOpen] = useState(false)
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const [bookDirectOpen, setBookDirectOpen] = useState(false)
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// Cash method users see "Bokför direkt" as the primary CTA; accrual users
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// see "Skapa leverantörsfaktura". Defaults to 'accrual' until we've read
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// the company settings so we don't flicker the CTA order on first paint.
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const [accountingMethod, setAccountingMethod] = useState<AccountingMethod>('accrual')
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// ── Data loading ───────────────────────────────────────────
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@@ -177,6 +186,16 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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useEffect(() => {
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fetchItems()
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fetchInboxAddress()
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// Resolve the company's bookkeeping method — drives CTA hierarchy.
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fetch('/api/settings')
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.then((r) => (r.ok ? r.json() : null))
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.then((body) => {
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const method = body?.data?.accounting_method
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if (method === 'cash' || method === 'accrual') {
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setAccountingMethod(method)
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}
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})
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.catch(() => { /* keep 'accrual' default */ })
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}, [fetchItems, fetchInboxAddress])
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// Read the onboarding-dismissed flag from localStorage after mount
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@@ -207,7 +226,10 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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const hasInboxAddress = !!inboxAddress
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const hasAnyItem = items.length > 0
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const hasResolvedItem = items.some(
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(it) => !!it.created_supplier_invoice_id || !!it.matched_transaction_id
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(it) =>
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!!it.created_supplier_invoice_id ||
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!!it.matched_transaction_id ||
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!!it.created_journal_entry_id
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)
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const showOnboarding =
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!onboardingDismissed && !(hasInboxAddress && hasAnyItem && hasResolvedItem)
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@@ -219,7 +241,10 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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return items.filter((item) => {
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// Status filter
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const isErr = item.status === 'error'
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const isDone = !!item.created_supplier_invoice_id || !!item.matched_transaction_id
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const isDone =
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!!item.created_supplier_invoice_id ||
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!!item.matched_transaction_id ||
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!!item.created_journal_entry_id
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const needsAction = !isErr && !isDone
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if (filter === 'error' && !isErr) return false
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if (filter === 'done' && !isDone) return false
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@@ -302,6 +327,7 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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matched_supplier_id: null,
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matched_transaction_id: null,
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created_supplier_invoice_id: null,
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created_journal_entry_id: null,
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error_message: null,
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isPlaceholder: true,
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fileName: file.name,
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@@ -423,7 +449,9 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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// Skip items that the server would 409 on, surface the count to the user.
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const targets = items.filter((it) => selectedIds.has(it.id))
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const deletable = targets.filter((it) => !it.created_supplier_invoice_id)
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const deletable = targets.filter(
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(it) => !it.created_supplier_invoice_id && !it.created_journal_entry_id
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)
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const skipped = targets.length - deletable.length
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setIsBulkDeleting(true)
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@@ -770,8 +798,10 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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{selected ? (
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<FieldsRail
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item={selected}
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accountingMethod={accountingMethod}
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onDelete={() => handleDelete(selected.id)}
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onAttach={() => setAttachOpen(true)}
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onBookDirect={() => setBookDirectOpen(true)}
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isDeleting={isDeleting}
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onRetryRequested={async () => {
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await Promise.all([fetchItems(), handleSelect(selected.id)])
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@@ -825,6 +855,16 @@ export default function InvoiceInboxWorkspace(_props: WorkspaceComponentProps) {
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}}
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/>
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)}
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{selected && (
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<BookDirectlyDialog
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open={bookDirectOpen}
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onOpenChange={setBookDirectOpen}
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item={selected}
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onSuccess={async () => {
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await Promise.all([fetchItems(), handleSelect(selected.id)])
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}}
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/>
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)}
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</div>
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)
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}
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@@ -1551,15 +1591,19 @@ function EmptyPreview({
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function FieldsRail({
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item,
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accountingMethod,
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onDelete,
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onAttach,
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onBookDirect,
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isDeleting,
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onFieldsUpdated,
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onRetryRequested,
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}: {
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item: InboxItem
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accountingMethod: AccountingMethod
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onDelete: () => void
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onAttach: () => void
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onBookDirect: () => void
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isDeleting: boolean
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onFieldsUpdated: (data: InvoiceExtractionResult) => void
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onRetryRequested: () => Promise<void>
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@@ -1567,8 +1611,10 @@ function FieldsRail({
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const { toast } = useToast()
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const data = item.extracted_data
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const isProcessed = !!item.created_supplier_invoice_id
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const isLinkedToTransaction = !isProcessed && !!item.matched_transaction_id
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const isResolved = isProcessed || isLinkedToTransaction
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const isBookedDirectly = !isProcessed && !!item.created_journal_entry_id
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const isLinkedToTransaction =
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!isProcessed && !isBookedDirectly && !!item.matched_transaction_id
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const isResolved = isProcessed || isBookedDirectly || isLinkedToTransaction
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const [isRetrying, setIsRetrying] = useState(false)
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const [isCreatingSupplier, setIsCreatingSupplier] = useState(false)
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@@ -1780,6 +1826,13 @@ function FieldsRail({
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Öppna leverantörsfaktura
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</Button>
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</Link>
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) : isBookedDirectly && item.created_journal_entry_id ? (
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<Link href={`/bookkeeping/${item.created_journal_entry_id}`} className="block">
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<Button variant="default" size="sm" className="w-full">
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<ArrowRight className="h-3.5 w-3.5 mr-1.5" />
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Öppna verifikation
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</Button>
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</Link>
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) : isLinkedToTransaction && item.matched_transaction_id ? (
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<Link href={`/transactions?highlight=${item.matched_transaction_id}`} className="block">
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<Button variant="default" size="sm" className="w-full">
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@@ -1787,6 +1840,33 @@ function FieldsRail({
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Bokför transaktionen
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</Button>
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</Link>
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) : accountingMethod === 'cash' ? (
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<>
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<Button
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variant="default"
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size="sm"
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className="w-full"
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onClick={onBookDirect}
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>
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Bokför direkt
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</Button>
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<Button
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variant="outline"
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size="sm"
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className="w-full"
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onClick={onAttach}
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disabled={!item.document_id}
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title={!item.document_id ? 'Ingen bilaga att koppla' : undefined}
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>
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<Link2 className="h-3.5 w-3.5 mr-1.5" />
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Koppla till transaktion
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</Button>
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<Link href={`/supplier-invoices/new?inbox_item_id=${item.id}`} className="block">
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<Button variant="ghost" size="sm" className="w-full">
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Skapa leverantörsfaktura
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</Button>
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</Link>
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</>
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) : (
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<>
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<Button
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@@ -1805,6 +1885,14 @@ function FieldsRail({
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Skapa leverantörsfaktura
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</Button>
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</Link>
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<Button
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variant="ghost"
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size="sm"
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className="w-full"
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onClick={onBookDirect}
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>
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Bokför direkt
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</Button>
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</>
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)}
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<Button
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@@ -1816,9 +1904,11 @@ function FieldsRail({
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title={
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isProcessed
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? 'Kopplad till leverantörsfaktura — kan inte tas bort'
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: isLinkedToTransaction
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? 'Kopplad till transaktion — koppla loss innan borttagning'
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: undefined
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: isBookedDirectly
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? 'Bokförd — kan inte tas bort'
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: isLinkedToTransaction
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? 'Kopplad till transaktion — koppla loss innan borttagning'
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: undefined
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}
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>
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{isDeleting ? (
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@@ -1834,6 +1924,12 @@ function FieldsRail({
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Bearbetad
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</Badge>
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)}
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{isBookedDirectly && (
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<Badge variant="secondary" className="w-full justify-center text-[10px]">
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<Check className="h-2.5 w-2.5 mr-1" />
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Bokförd
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</Badge>
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)}
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{isLinkedToTransaction && (
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<Badge variant="secondary" className="w-full justify-center text-[10px]">
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<Link2 className="h-2.5 w-2.5 mr-1" />
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