feat(expenses): utlägg as an answer to "Vem betalade?" in Underlag, not a page (#2317)

An out-of-pocket purchase differs from any other receipt only in the
credit account, so the Underlag pane now asks one question for an
unmatched underlag (Företaget / Jag, privat / En anställd / Ingen ännu)
and books a privately paid receipt in place through POST
/api/expense-claims, replacing the "Andra sätt att bokföra" dropdown and
the deep link into the two-step wizard. The verifikat editor stays
reachable below as the escape hatch (BFL 5 kap 6-7 §).

The person owed surfaces in Att göra under a new Betala band, one row per
person (lib/worklist expense_payout, counted in the total and exposed to
agents through the attention resource). The Utlägg nav row is gated on
existing claims, the same hybrid gate as Körjournal, since the entry
point for a new utlägg is now the Underlag pane.


Claude-Session: https://claude.ai/code/session_01P8YsvPqjfGxGZUkGeBVUWQ

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-09-05 15:57:14 +02:00
committed by GitHub
co-authored by Jakob Wennberg Claude Fable 5.1
parent bff44e5757
commit cbe5580886
17 changed files with 866 additions and 86 deletions
+41 -5
View File
@@ -21,6 +21,7 @@ import {
ChevronRight,
Eye,
FileWarning,
HandCoins,
Inbox,
Landmark,
Loader2,
@@ -29,14 +30,15 @@ import {
ShieldCheck,
Stamp,
} from 'lucide-react'
import type { SuggestedMatch, WorklistCounts } from '@/lib/worklist/types'
import type { ExpensePayoutDue, SuggestedMatch, WorklistCounts } from '@/lib/worklist/types'
/**
* AttGoraSection: the dashboard's unified worklist ("Att göra").
*
* One flat ledger of everything actionable, grouped into three bands by
* session intent: Bokför (the daily loop), Granska & komplettera (close the
* gaps), Bevaka (time-driven). Every count comes from lib/worklist (the same
* One flat ledger of everything actionable, grouped into four bands by
* session intent: Bokför (the daily loop), Betala (money the company owes a
* person for utlägg), Granska & komplettera (close the gaps), Bevaka
* (time-driven). Every count comes from lib/worklist (the same
* source as the sidebar badges) so the numbers can never disagree.
*
* Suggested transaction↔invoice matches render inline with one-click confirm:
@@ -53,6 +55,8 @@ interface ExpiringBankConnection {
interface AttGoraSectionProps {
worklist: WorklistCounts
suggestedMatches: SuggestedMatch[]
/** People owed for registered, unpaid utlägg: one Betala row each. */
expensePayouts?: ExpensePayoutDue[]
expiringBankConnections?: ExpiringBankConnection[]
/**
* True while the setup checklist is open and the company has zero posted
@@ -114,6 +118,7 @@ function BandHeader({ children }: { children: React.ReactNode }) {
export default function AttGoraSection({
worklist,
suggestedMatches,
expensePayouts = [],
expiringBankConnections = [],
emptyLedger = false,
hasActiveBankConnection = true,
@@ -209,6 +214,7 @@ export default function AttGoraSection({
counts.book_skattekonto > 0 ||
showInboxDocuments ||
matches.length > 0
const betalaRows = expensePayouts.length > 0
const granskaRows =
counts.supplier_invoice_approval > 0 ||
counts.verifikat_missing_document > 0 ||
@@ -218,7 +224,7 @@ export default function AttGoraSection({
counts.deadline_action > 0 ||
counts.reconciliation_due > 0 ||
expiringBankConnections.length > 0
const allClear = !bokforRows && !granskaRows && !bevakaRows
const allClear = !bokforRows && !betalaRows && !granskaRows && !bevakaRows
// The header total must equal what the section actually shows, computed off
// the same visibleWorklistTotal helper as the dashboard KPI tile so the two
@@ -380,6 +386,36 @@ export default function AttGoraSection({
</div>
)}
{betalaRows && (
<div>
<BandHeader>{t('band_betala')}</BandHeader>
<div>
{expensePayouts.map((p) => (
<WorklistRow
key={p.key}
href="/expenses"
icon={HandCoins}
label={t('row_expense_payout', { name: p.claimant_name })}
detail={
p.claim_count === 1
? t('row_expense_payout_detail_one', { date: formatDate(p.oldest_expense_date) })
: t('row_expense_payout_detail_other', {
count: p.claim_count,
date: formatDate(p.oldest_expense_date),
})
}
count={p.claim_count}
badge={
<span className="text-xs tabular-nums text-muted-foreground">
{formatCurrency(p.total_sek)}
</span>
}
/>
))}
</div>
</div>
)}
{granskaRows && (
<div>
<BandHeader>{t('band_granska')}</BandHeader>