feat(reconciliation,bokslut): underlag on a balansdag + persisted closing checklist (Reko bilagor, PR 2 + PR 3) (#1873)
* feat(reconciliation): underlag on a balansdag, the files behind a sign-off (Reko bilagor, PR 2) A konsult attaches the kontoutdrag, engagemangsbesked or reskontralista an account was reconciled against to (account_key, through_date), before or after the sign-off, from every account body on the Avstämning page. Rows live in account_reconciliation_attachments (append-only, removal stamp by trigger, RLS like account_reconciliations), bytes in the documents bucket under the company prefix so its RLS applies unchanged, and the full archive copies them into bilagor/ with a hash manifest. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(reconciliation): literal selects and payload in the attachments store so the phantom-column scanner can read them Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3) (#1867) * feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3) The bokslut checklist is a catalogue in code with one state row per period (bokslut_checklist_items): the steps the system can judge (sign-offs through balansdagen, reskontra tie-outs, drafts, voucher gaps, trial balance) are computed live and a stored row only overrides them; the manual steps are the konsult's ticks, with who and when. It sits on the wizard's Kontroll step and is dumped into the full archive. A hole between fiscal years (one-file SIE migrations) is now named on the bokslut readiness screen and on the import result screen, where the next file is one click away. Non-adjacent period links are #1849's fix. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(bokslut): count unexplained voucher gaps, literal select and payload for the checklist store Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> --------- 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
co-authored by
Claude Fable 5
Jakob Wennberg
Claude Fable 5
Jakob Wennberg
parent
ebbdf96b74
commit
c62321988b
@@ -0,0 +1,169 @@
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'use client'
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import { useCallback, useEffect, useState } from 'react'
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import Link from 'next/link'
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import { useLocale, useTranslations } from 'next-intl'
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import { ClipboardCheck } from 'lucide-react'
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import { Checkbox } from '@/components/ui/checkbox'
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import { Skeleton } from '@/components/ui/skeleton'
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import { QUIET_LINK_CLASS, HOVER_REVEAL_CLASS } from '@/components/ui/dry-table'
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import { useToast } from '@/components/ui/use-toast'
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import { cn, formatDate } from '@/lib/utils'
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import { getErrorMessage as getUserErrorMessage } from '@/lib/errors/get-error-message'
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import type { BokslutChecklist as Checklist, ChecklistGroup, ChecklistItem, ChecklistState } from '@/lib/bokslut/checklist'
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/**
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* The bokslut checklist on the wizard's Kontroll step: every closing step
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* grouped as the work goes, the system-judged ones read-only with their
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* computed state, the manual ones ticked here and stored per period
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* (bokslut_checklist_items). Any step can be marked not applicable.
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*/
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const GROUP_ORDER: ChecklistGroup[] = ['avstamning', 'periodisering', 'vardering', 'dispositioner', 'kontroll', 'rapportering']
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interface BokslutChecklistProps {
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periodId: string
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}
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export function BokslutChecklist({ periodId }: BokslutChecklistProps) {
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const t = useTranslations('bokslut_checklist')
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const locale = useLocale()
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const { toast } = useToast()
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const [checklist, setChecklist] = useState<Checklist | null>(null)
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const [failed, setFailed] = useState(false)
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const [busy, setBusy] = useState<string | null>(null)
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const base = `/api/bookkeeping/fiscal-periods/${periodId}/bokslut-checklist`
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const load = useCallback(async () => {
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try {
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const res = await fetch(base)
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if (!res.ok) {
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setFailed(true)
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return
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}
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const json = await res.json()
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setChecklist(json.data as Checklist)
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setFailed(false)
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} catch {
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setFailed(true)
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}
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}, [base])
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useEffect(() => {
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void load()
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}, [load])
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async function set(item: ChecklistItem, state: ChecklistState) {
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setBusy(item.key)
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try {
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const res = await fetch(base, {
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method: 'PATCH',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ item_key: item.key, state }),
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})
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const json = await res.json().catch(() => ({}))
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if (!res.ok) {
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toast({ title: t('save_failed'), description: getUserErrorMessage(json, { statusCode: res.status }), variant: 'destructive' })
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return
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}
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setChecklist(json.data as Checklist)
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} finally {
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setBusy(null)
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}
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}
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if (failed) return null
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if (!checklist) {
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return (
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<section aria-busy className="space-y-2">
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<Skeleton className="h-4 w-1/3" />
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<Skeleton className="h-4 w-full" />
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<Skeleton className="h-4 w-2/3" />
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</section>
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)
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}
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const label = (item: ChecklistItem) => (locale === 'en' ? item.label_en : item.label_sv)
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return (
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<section>
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<div className="mb-1 flex items-center gap-2 px-1">
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<ClipboardCheck className="h-3.5 w-3.5 text-muted-foreground" aria-hidden="true" />
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<h3 className="font-sans text-xs font-medium uppercase tracking-wider text-muted-foreground">{t('heading')}</h3>
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<span className="text-[11px] tabular-nums text-muted-foreground" data-ph-mask>
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{t('progress', { done: checklist.summary.done + checklist.summary.not_applicable, total: checklist.summary.total })}
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</span>
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<div className="h-px flex-1 bg-border/60" />
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</div>
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{GROUP_ORDER.map((group) => {
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const items = checklist.items.filter((i) => i.group === group)
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if (items.length === 0) return null
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return (
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<div key={group} className="px-1 pt-2">
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<p className="text-[11px] font-medium text-muted-foreground">{t(`group_${group}`)}</p>
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<ul>
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{items.map((item) => {
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const done = item.effective_state === 'done'
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const na = item.effective_state === 'not_applicable'
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// Auto items are judged by the system; the stored override
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// (typically "ej tillämpligt") is the only thing to toggle.
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const toggleable = !item.auto || item.stored_state != null
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return (
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<li
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key={item.key}
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className="group flex items-start gap-3 border-b border-border/60 py-2.5 text-[13px] leading-5 last:border-b-0"
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>
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<Checkbox
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checked={done}
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disabled={busy !== null || na || (item.auto && item.stored_state == null)}
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onCheckedChange={(v) => void set(item, v === true ? 'done' : 'open')}
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aria-label={label(item)}
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className="mt-0.5"
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/>
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<span className={cn('min-w-0 flex-1', na && 'text-muted-foreground line-through')}>
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{label(item)}
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{item.auto && item.stored_state == null && (
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<span className="ml-1.5 rounded-full bg-muted px-1.5 py-px text-[10px] text-muted-foreground no-underline">
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{t('auto_chip')}
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</span>
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)}
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{item.done_at && !item.auto && (
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<span className="ml-1.5 text-[11.5px] text-muted-foreground">{t('done_at', { date: formatDate(item.done_at) })}</span>
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)}
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</span>
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<span className="flex shrink-0 items-center gap-3">
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{item.href && !done && !na && (
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<Link href={item.href} className={QUIET_LINK_CLASS}>
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{t('open')}
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</Link>
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)}
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{na ? (
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<button type="button" onClick={() => void set(item, 'open')} disabled={busy !== null} className={QUIET_LINK_CLASS}>
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{t('reopen')}
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</button>
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) : (
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<button
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type="button"
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onClick={() => void set(item, 'not_applicable')}
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disabled={busy !== null}
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className={cn(QUIET_LINK_CLASS, HOVER_REVEAL_CLASS)}
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>
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{t('not_applicable')}
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</button>
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)}
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{toggleable && item.auto && item.stored_state != null && !na && (
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<button type="button" onClick={() => void set(item, 'open')} disabled={busy !== null} className={cn(QUIET_LINK_CLASS, HOVER_REVEAL_CLASS)}>
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{t('use_auto')}
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</button>
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)}
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</span>
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</li>
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)
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})}
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</ul>
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</div>
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)
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})}
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</section>
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)
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}
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@@ -7,6 +7,7 @@ import { QUIET_LINK_CLASS } from '@/components/ui/dry-table'
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import { AlertTriangle, Info, XCircle } from 'lucide-react'
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import Link from 'next/link'
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import type { BokslutReadinessReport } from '@/lib/bokslut/readiness-aggregator'
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import { BokslutChecklist } from './BokslutChecklist'
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interface PreflightStepProps {
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report: BokslutReadinessReport | null
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@@ -101,6 +102,8 @@ export function PreflightStep({ report, isLoading, error, onContinue }: Prefligh
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</section>
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)}
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<BokslutChecklist periodId={report.period.id} />
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{report.reminders.length > 0 && (
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<section>
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<SectionHead icon={<Info className="h-3.5 w-3.5 text-muted-foreground" aria-hidden="true" />}>
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