feat: booking template library with system templates and cross-company sharing (#235)

* feat: implement viewer role permissions for bank transaction imports and connections

* feat: add booking_template_library table with 30 system templates

Three-level scoping (system/team/company), RLS policies for
read/write/delete, and pre-seeded templates for EU reverse charge,
tax account, private transfers, salary, representation, year-end,
VAT netting, and bank/finance scenarios.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add template library types, helpers, and tests

- BookingTemplateLibrary/Line/Category types in types/index.ts
- applyTemplate() converts template lines + amount into form lines
- Category labels, scope helpers for UI display
- 8 unit tests for amount calculation, VAT, rounding, and scope detection

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add booking template CRUD, export, and import API routes

- GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete)
- PUT /api/settings/booking-templates/[id] (update non-system templates)
- GET /api/settings/booking-templates/export (JSON download)
- POST /api/settings/booking-templates/import (bulk import from JSON)

All routes enforce auth, write permissions, and Zod validation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add template picker UI and settings management panel

- BookingTemplatePicker: dialog with search, category/entity-type filter,
  line preview, and amount input — integrated into JournalEntryForm
- BookingTemplatesPanel: settings page with grouped templates
  (system/team/company), create dialog, export/import, soft-delete
- Settings templates page now shows both booking and counterparty templates

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Update supabase/migrations/20260413160000_booking_template_library.sql

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
This commit is contained in:
Mattsson
2026-04-14 09:42:14 +02:00
committed by GitHub
co-authored by Claude Opus 4.6 greptile-apps[bot]
parent cd376e1cad
commit bf36ebfd88
12 changed files with 1685 additions and 19 deletions
+37 -18
View File
@@ -14,10 +14,12 @@ import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency } from '@/lib/utils'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import { useCompany } from '@/contexts/CompanyContext'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency } from '@/types'
@@ -69,6 +71,7 @@ export default function JournalEntryForm({
}: Props) {
const { canWrite } = useCanWrite()
const { toast } = useToast()
const { company } = useCompany()
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
@@ -235,6 +238,11 @@ export default function JournalEntryForm({
? Math.round(computedForeignAmount * rate * 100) / 100
: 0
const handleTemplateApply = (templateLines: FormLine[], templateDescription: string) => {
setLines(templateLines)
if (!description) setDescription(templateDescription)
}
const handleReview = () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
@@ -575,15 +583,21 @@ export default function JournalEntryForm({
</div>
</div>
<Button
variant="outline"
size="sm"
onClick={addLine}
className="w-full"
>
<Plus className="h-3 w-3 mr-1" />
Lägg till rad
</Button>
<div className="flex gap-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
className="flex-1"
>
<Plus className="h-3 w-3 mr-1" />
Lägg till rad
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
</div>
</div>
{/* Entry lines — desktop table */}
@@ -678,15 +692,20 @@ export default function JournalEntryForm({
</tfoot>
</table>
<Button
variant="outline"
size="sm"
onClick={addLine}
className="mt-2"
>
<Plus className="h-3 w-3 mr-1" />
Lägg till rad
</Button>
<div className="flex gap-2 mt-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
>
<Plus className="h-3 w-3 mr-1" />
Lägg till rad
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
</div>
</div>
{/* Document attachments */}