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>
2026-08-25 09:34:05 +02:00
parent ebbdf96b74
commit c62321988b
30 changed files with 2642 additions and 1 deletions
@@ -0,0 +1,61 @@
+'use client'
+
+import { useEffect, useState } from 'react'
+import Link from 'next/link'
+import { useTranslations } from 'next-intl'
+import { AlertCircle } from 'lucide-react'
+import { Card, CardContent } from '@/components/ui/card'
+import { QUIET_LINK_CLASS } from '@/components/ui/dry-table'
+import { findFiscalYearGaps, type FiscalYearGap, type PeriodLike } from '@/lib/bookkeeping/fiscal-year-gaps'
+
+/**
+ * After a SIE import: the years the company now has, with any hole between
+ * them called out. Fortnox and friends export one räkenskapsår per file, so
+ * "import the next file" is the fix and this is the moment to say it.
+ * Renders nothing while loading, on failure, or when the chain is whole.
+ */
+export function FiscalYearGapNotice() {
+  const t = useTranslations('fiscal_year_gaps')
+  const [gaps, setGaps] = useState<FiscalYearGap[]>([])
+
+  useEffect(() => {
+    let cancelled = false
+    fetch('/api/bookkeeping/fiscal-periods')
+      .then(async (res) => {
+        if (!res.ok) return
+        const json = await res.json()
+        const periods = (Array.isArray(json) ? json : (json.data ?? [])) as PeriodLike[]
+        if (!cancelled) setGaps(findFiscalYearGaps(periods))
+      })
+      .catch(() => {
+        // Advisory only.
+      })
+    return () => {
+      cancelled = true
+    }
+  }, [])
+
+  if (gaps.length === 0) return null
+
+  return (
+    <Card className="border-attn/50">
+      <CardContent className="flex items-start gap-3 pt-6">
+        <AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-attn" aria-hidden="true" />
+        <div className="space-y-1 text-[13px] leading-5">
+          <p className="font-medium">{t('title', { count: gaps.length })}</p>
+          {gaps.map((gap) => (
+            <p key={`${gap.missing_from}-${gap.missing_to}`} className="text-muted-foreground tabular-nums">
+              {t('gap', { from: gap.missing_from, to: gap.missing_to, after: gap.after.name, before: gap.before.name })}
+            </p>
+          ))}
+          <p className="text-muted-foreground">
+            {t('hint')}{' '}
+            <Link href="/settings/bookkeeping" className={QUIET_LINK_CLASS}>
+              {t('manage')}
+            </Link>
+          </p>
+        </div>
+      </CardContent>
+    </Card>
+  )
+}
@@ -23,6 +23,7 @@ import { formatCurrency } from '@/lib/utils'
 import { useCompany } from '@/contexts/CompanyContext'
 import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
 import TheaterCanvas from '@/components/import/TheaterCanvas'
+import { FiscalYearGapNotice } from '@/components/import/FiscalYearGapNotice'
 import type { ImportPreview, ImportResult } from '@/lib/import/types'
 import type { TheaterModel } from '@/lib/import/theater-model'

@@ -174,6 +175,9 @@ export default function ImportResultStep({
        </Card>
      )}

+      {/* A year missing between the imported ones: say so here, where the next file is one click away. */}
+      {result.success && <FiscalYearGapNotice />}
+
      {/* IB resync notice (prior-year backfill) */}
      {result.success && result.nextPeriodIBResync && (
        <Card className="border-success/50">