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
@@ -22,6 +22,7 @@ import type {
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} from '@/lib/reconciliation/schemas'
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import type { SkattekontoBatchRowResult, SkattekontoTransactionWithSuggestion } from '@/types/skatteverket'
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import { SignoffDialog, type SignoffSubmitInput } from './SignoffDialog'
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import { ReconciliationUnderlag } from './ReconciliationUnderlag'
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import { MatcherPreview, type MatcherMatch } from './MatcherPreview'
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import { InfoTooltip } from '@/components/ui/info-tooltip'
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@@ -557,6 +558,12 @@ export function AccountOverview({ account, rail, otherBankAccounts = [], window,
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</p>
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)}
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{/* Underlag for the balansdag in play: the signed date, else the date the next sign-off would cover. */}
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<ReconciliationUnderlag
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accountKey={account.account_key}
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throughDate={status.signoff && status.signoff.through_date >= signoffDefaultDate ? status.signoff.through_date : signoffDefaultDate}
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/>
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{/* Bridge: how the difference is explained. */}
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{status.bridge.length > 0 && (
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<dl className="max-w-[520px] text-[13px]">
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@@ -0,0 +1,177 @@
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'use client'
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import { useCallback, useEffect, useRef, useState } from 'react'
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import { useTranslations } from 'next-intl'
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import { Paperclip } from 'lucide-react'
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import { Button } from '@/components/ui/button'
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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 { exceedsHostedUploadLimit, isShrinkableImage, tooLargeMessage } from '@/lib/documents/upload-size'
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import { shrinkImageForUpload } from '@/lib/documents/shrink-image'
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import type { ReconciliationAttachment } from '@/lib/reconciliation/schemas'
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/**
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* The underlag of one account's balansdag: the files it was reconciled
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* against (kontoutdrag, engagemangsbesked, reskontralista, inventering).
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* Lists what is attached for the date, attaches more, and lets a member
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* withdraw a wrong file (a stamp, the file stays). Reads and writes the
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* attachments routes under /api/reconciliation/accounts/{key}/attachments.
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*/
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interface ReconciliationUnderlagProps {
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accountKey: string
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/** The balansdag the files document: the sign-off date in play. */
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throughDate: string
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canWrite?: boolean
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}
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const ACCEPT = 'application/pdf,image/jpeg,image/png,image/webp'
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function formatSize(bytes: number): string {
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if (bytes < 1024) return `${bytes} B`
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if (bytes < 1024 * 1024) return `${Math.round(bytes / 1024)} kB`
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return `${(bytes / (1024 * 1024)).toFixed(1)} MB`
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}
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export function ReconciliationUnderlag({ accountKey, throughDate, canWrite = true }: ReconciliationUnderlagProps) {
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const t = useTranslations('reconciliation_underlag')
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const { toast } = useToast()
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const [attachments, setAttachments] = useState<ReconciliationAttachment[] | null>(null)
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const [busy, setBusy] = useState<string | null>(null)
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const inputRef = useRef<HTMLInputElement>(null)
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const base = `/api/reconciliation/accounts/${encodeURIComponent(accountKey)}/attachments`
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const load = useCallback(async () => {
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try {
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const res = await fetch(`${base}?through_date=${throughDate}`)
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if (!res.ok) {
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setAttachments([])
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return
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}
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const json = await res.json()
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setAttachments((json.data?.attachments ?? []) as ReconciliationAttachment[])
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} catch {
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setAttachments([])
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}
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}, [base, throughDate])
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useEffect(() => {
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void load()
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}, [load])
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async function upload(files: FileList | null) {
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if (!files || files.length === 0) return
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setBusy('upload')
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try {
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for (const original of Array.from(files)) {
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// Hosted functions refuse bodies over 4.5 MB before the route runs
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// (no logs, no message); shrink images, refuse the rest with a reason.
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let file = original
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if (exceedsHostedUploadLimit(file.size) && isShrinkableImage(file.type)) {
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file = await shrinkImageForUpload(file)
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}
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if (exceedsHostedUploadLimit(file.size)) {
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toast({ title: t('too_large_title'), description: tooLargeMessage(file.size), variant: 'destructive' })
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continue
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}
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const form = new FormData()
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form.set('file', file)
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form.set('through_date', throughDate)
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const res = await fetch(base, { method: 'POST', body: form })
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const json = await res.json().catch(() => ({}))
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if (!res.ok) {
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toast({ title: t('upload_failed'), description: getUserErrorMessage(json, { statusCode: res.status }), variant: 'destructive' })
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continue
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}
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toast({ title: t('attached', { name: file.name }) })
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}
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await load()
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} finally {
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setBusy(null)
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if (inputRef.current) inputRef.current.value = ''
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}
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}
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async function remove(attachment: ReconciliationAttachment) {
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setBusy(attachment.id)
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try {
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const res = await fetch(`${base}/${attachment.id}`, { method: 'DELETE' })
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const json = await res.json().catch(() => ({}))
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if (!res.ok) {
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toast({ title: t('remove_failed'), description: getUserErrorMessage(json, { statusCode: res.status }), variant: 'destructive' })
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return
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}
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toast({ title: t('removed', { name: attachment.file_name }) })
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await load()
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} finally {
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setBusy(null)
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}
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}
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return (
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<section aria-label={t('heading')} className="space-y-2">
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<div className="flex flex-wrap items-baseline gap-x-3 gap-y-1">
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<h3 className="text-[11px] font-medium uppercase tracking-[0.07em] text-muted-foreground">
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{t('heading_dated', { date: formatDate(throughDate) })}
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</h3>
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{canWrite && (
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<>
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<input
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ref={inputRef}
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type="file"
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accept={ACCEPT}
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multiple
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className="sr-only"
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onChange={(e) => void upload(e.target.files)}
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aria-label={t('attach')}
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/>
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<Button
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size="sm"
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variant="outline"
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onClick={() => inputRef.current?.click()}
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disabled={busy !== null}
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aria-busy={busy === 'upload'}
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>
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<Paperclip className="h-3.5 w-3.5" />
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{t('attach')}
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</Button>
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</>
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)}
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</div>
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{attachments === null ? null : attachments.length === 0 ? (
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<p className="text-[12.5px] text-muted-foreground">{t('empty')}</p>
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) : (
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<ul className="max-w-[560px] divide-y divide-border/60 text-[13px]">
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{attachments.map((a) => (
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<li key={a.id} className="group flex items-center gap-3 py-1.5">
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<a
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href={`${base}/${a.id}`}
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target="_blank"
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rel="noopener noreferrer"
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className={cn(QUIET_LINK_CLASS, 'min-w-0 flex-1 truncate')}
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data-ph-mask
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>
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{a.file_name}
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</a>
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<span className="shrink-0 text-[11.5px] tabular-nums text-muted-foreground">
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{formatSize(a.size_bytes)} · {formatDate(a.uploaded_at)}
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</span>
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{canWrite && (
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<button
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type="button"
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onClick={() => void remove(a)}
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disabled={busy !== null}
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className={cn(QUIET_LINK_CLASS, HOVER_REVEAL_CLASS, 'shrink-0')}
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>
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{t('remove')}
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</button>
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)}
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</li>
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))}
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</ul>
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)}
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</section>
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)
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}
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