New Base func

This commit is contained in:
Jakob Wennberg
2026-02-19 09:48:02 +01:00
parent afc9f69def
commit cdf1dcc4c8
73 changed files with 11036 additions and 51 deletions
+16 -5
View File
@@ -1,21 +1,32 @@
'use client'
import { useState } from 'react'
import Link from 'next/link'
import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs'
import { Button } from '@/components/ui/button'
import JournalEntryList from '@/components/bookkeeping/JournalEntryList'
import JournalEntryForm from '@/components/bookkeeping/JournalEntryForm'
import ChartOfAccounts from '@/components/bookkeeping/ChartOfAccounts'
import { Lock } from 'lucide-react'
export default function BookkeepingPage() {
const [refreshKey, setRefreshKey] = useState(0)
return (
<div className="space-y-6">
<div>
<h1 className="text-3xl font-bold tracking-tight">Bokföring</h1>
<p className="text-muted-foreground">
Verifikationer, kontoplan och manuella bokföringsorder
</p>
<div className="flex items-center justify-between">
<div>
<h1 className="text-3xl font-bold tracking-tight">Bokföring</h1>
<p className="text-muted-foreground">
Verifikationer, kontoplan och manuella bokföringsorder
</p>
</div>
<Button variant="outline" asChild>
<Link href="/bookkeeping/year-end">
<Lock className="mr-2 h-4 w-4" />
Årsbokslut
</Link>
</Button>
</div>
<Tabs defaultValue="journal">
@@ -0,0 +1,699 @@
'use client'
import { useState, useEffect, useCallback } from 'react'
import Link from 'next/link'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Skeleton } from '@/components/ui/skeleton'
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { SuccessAnimation } from '@/components/ui/success-animation'
import { useToast } from '@/components/ui/use-toast'
import {
CheckCircle2,
AlertCircle,
AlertTriangle,
ArrowLeft,
ArrowRight,
Loader2,
Lock,
BookOpen,
ChevronDown,
ChevronUp,
} from 'lucide-react'
import type {
FiscalPeriod,
YearEndValidation,
YearEndPreview,
YearEndResult,
} from '@/types'
function formatAmount(amount: number): string {
return amount.toLocaleString('sv-SE', {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
})
}
const STEP_LABELS = ['Välj period', 'Validering', 'Förhandsgranskning', 'Genomför']
export default function YearEndPage() {
const { toast } = useToast()
const [step, setStep] = useState(0)
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriodId, setSelectedPeriodId] = useState('')
const [validation, setValidation] = useState<YearEndValidation | null>(null)
const [preview, setPreview] = useState<YearEndPreview | null>(null)
const [result, setResult] = useState<YearEndResult | null>(null)
const [loading, setLoading] = useState(false)
const [loadingPeriods, setLoadingPeriods] = useState(true)
const [executing, setExecuting] = useState(false)
const [error, setError] = useState<string | null>(null)
const [showConfirmDialog, setShowConfirmDialog] = useState(false)
const [showLinesDetail, setShowLinesDetail] = useState(false)
const [showSuccess, setShowSuccess] = useState(false)
const selectedPeriod = periods.find((p) => p.id === selectedPeriodId)
useEffect(() => {
fetchPeriods()
}, [])
async function fetchPeriods() {
try {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
const allPeriods: FiscalPeriod[] = data || []
setPeriods(allPeriods)
// Pre-select first open period
const openPeriod = allPeriods.find((p) => !p.is_closed)
if (openPeriod) {
setSelectedPeriodId(openPeriod.id)
}
} catch {
toast({ title: 'Fel', description: 'Kunde inte hämta räkenskapsår', variant: 'destructive' })
} finally {
setLoadingPeriods(false)
}
}
const fetchValidationAndPreview = useCallback(async () => {
if (!selectedPeriodId) return
setLoading(true)
setError(null)
setValidation(null)
setPreview(null)
try {
const res = await fetch(`/api/bookkeeping/fiscal-periods/${selectedPeriodId}/year-end`)
const json = await res.json()
if (!res.ok) {
setError(json.error || 'Kunde inte validera perioden')
return
}
setValidation(json.data.validation)
setPreview(json.data.preview)
} catch {
setError('Nätverksfel vid validering')
} finally {
setLoading(false)
}
}, [selectedPeriodId])
async function executeYearEnd() {
setShowConfirmDialog(false)
setExecuting(true)
setError(null)
try {
const res = await fetch(`/api/bookkeeping/fiscal-periods/${selectedPeriodId}/year-end`, {
method: 'POST',
})
const json = await res.json()
if (!res.ok) {
setError(json.error || 'Årsbokslut misslyckades')
toast({ title: 'Fel', description: json.error || 'Årsbokslut misslyckades', variant: 'destructive' })
return
}
setResult(json.data)
setShowSuccess(true)
} catch {
setError('Nätverksfel vid genomförande')
toast({ title: 'Fel', description: 'Nätverksfel vid genomförande', variant: 'destructive' })
} finally {
setExecuting(false)
}
}
function goToStep(nextStep: number) {
if (nextStep === 1 && !validation) {
fetchValidationAndPreview()
}
setStep(nextStep)
}
function getPeriodStatus(period: FiscalPeriod) {
if (period.is_closed) return { label: 'Stängd', variant: 'secondary' as const }
if (period.locked_at) return { label: 'Låst', variant: 'outline' as const }
return { label: 'Öppen', variant: 'default' as const }
}
return (
<div className="space-y-6">
{/* Header */}
<div className="flex items-center justify-between">
<div>
<h1 className="text-3xl font-bold tracking-tight">Årsbokslut</h1>
<p className="text-muted-foreground">
Stäng räkenskapsåret och generera ingående balanser
</p>
</div>
<Button variant="outline" asChild>
<Link href="/bookkeeping">
<ArrowLeft className="mr-2 h-4 w-4" />
Bokföring
</Link>
</Button>
</div>
{/* Step indicator */}
<div className="flex items-center gap-2">
{STEP_LABELS.map((label, i) => (
<div key={label} className="flex items-center gap-2">
<div className="flex items-center gap-1.5">
<div
className={`flex h-7 w-7 items-center justify-center rounded-full text-xs font-medium ${
i < step
? 'bg-primary text-primary-foreground'
: i === step
? 'bg-primary text-primary-foreground ring-2 ring-primary/30'
: 'bg-muted text-muted-foreground'
}`}
>
{i < step ? <CheckCircle2 className="h-4 w-4" /> : i + 1}
</div>
<span
className={`text-sm hidden sm:inline ${
i === step ? 'font-medium' : 'text-muted-foreground'
}`}
>
{label}
</span>
</div>
{i < STEP_LABELS.length - 1 && (
<div className={`h-px w-8 ${i < step ? 'bg-primary' : 'bg-border'}`} />
)}
</div>
))}
</div>
{/* Error banner */}
{error && (
<Card className="border-destructive">
<CardContent className="flex items-center gap-3 py-4">
<AlertCircle className="h-5 w-5 text-destructive flex-shrink-0" />
<p className="text-sm text-destructive">{error}</p>
</CardContent>
</Card>
)}
{/* Step 0: Period Selection */}
{step === 0 && (
<Card>
<CardHeader>
<CardTitle>Välj räkenskapsår att stänga</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{loadingPeriods ? (
<div className="space-y-3">
<Skeleton className="h-10 w-full" />
<Skeleton className="h-10 w-full" />
</div>
) : periods.length === 0 ? (
<p className="text-muted-foreground text-sm">
Inga räkenskapsår hittades. Skapa ett räkenskapsår först.
</p>
) : (
<>
<div className="space-y-2">
{periods.map((period) => {
const status = getPeriodStatus(period)
const isSelected = period.id === selectedPeriodId
return (
<button
key={period.id}
onClick={() => setSelectedPeriodId(period.id)}
disabled={period.is_closed}
className={`w-full flex items-center justify-between rounded-lg border p-4 text-left transition-colors ${
isSelected
? 'border-primary bg-primary/5'
: period.is_closed
? 'border-border bg-muted/50 opacity-60 cursor-not-allowed'
: 'border-border hover:border-primary/50 hover:bg-muted/30'
}`}
>
<div>
<p className="font-medium">{period.name}</p>
<p className="text-sm text-muted-foreground">
{period.period_start} – {period.period_end}
</p>
</div>
<Badge variant={status.variant}>{status.label}</Badge>
</button>
)
})}
</div>
<div className="flex justify-end">
<Button
onClick={() => goToStep(1)}
disabled={!selectedPeriodId || (selectedPeriod?.is_closed ?? false)}
>
Nästa
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</>
)}
</CardContent>
</Card>
)}
{/* Step 1: Validation */}
{step === 1 && (
<Card>
<CardHeader>
<CardTitle>Validering — {selectedPeriod?.name}</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{loading ? (
<div className="space-y-3">
<Skeleton className="h-6 w-3/4" />
<Skeleton className="h-6 w-1/2" />
<Skeleton className="h-6 w-2/3" />
</div>
) : validation ? (
<>
{/* Ready indicator */}
<div
className={`flex items-center gap-3 rounded-lg p-4 ${
validation.ready
? 'bg-green-50 dark:bg-green-950/20'
: 'bg-red-50 dark:bg-red-950/20'
}`}
>
{validation.ready ? (
<CheckCircle2 className="h-6 w-6 text-green-600 dark:text-green-400" />
) : (
<AlertCircle className="h-6 w-6 text-red-600 dark:text-red-400" />
)}
<div>
<p className="font-medium">
{validation.ready
? 'Perioden är redo för årsbokslut'
: 'Perioden kan inte stängas ännu'}
</p>
{!validation.ready && (
<p className="text-sm text-muted-foreground">
Åtgärda felen nedan innan du kan fortsätta
</p>
)}
</div>
</div>
{/* Errors */}
{validation.errors.length > 0 && (
<div className="space-y-2">
<p className="text-sm font-medium text-red-600 dark:text-red-400">Fel som måste åtgärdas</p>
{validation.errors.map((err, i) => (
<div key={i} className="flex items-start gap-2 text-sm">
<AlertCircle className="h-4 w-4 text-red-500 mt-0.5 flex-shrink-0" />
<span>{err}</span>
</div>
))}
</div>
)}
{/* Warnings */}
{validation.warnings.length > 0 && (
<div className="space-y-2">
<p className="text-sm font-medium text-amber-600 dark:text-amber-400">Varningar</p>
{validation.warnings.map((warn, i) => (
<div key={i} className="flex items-start gap-2 text-sm">
<AlertTriangle className="h-4 w-4 text-amber-500 mt-0.5 flex-shrink-0" />
<span>{warn}</span>
</div>
))}
</div>
)}
{/* Details */}
<div className="grid grid-cols-2 gap-4 text-sm">
<div className="rounded-lg border p-3">
<p className="text-muted-foreground">Utkast kvar</p>
<p className="text-lg font-medium">{validation.draftCount}</p>
</div>
<div className="rounded-lg border p-3">
<p className="text-muted-foreground">Saldobalans</p>
<p className="text-lg font-medium">
{validation.trialBalanceBalanced ? 'Balanserad' : 'Obalanserad'}
</p>
</div>
</div>
{/* Voucher gaps */}
{validation.voucherGaps.length > 0 && (
<div className="rounded-lg border p-3">
<p className="text-sm font-medium mb-2">Verifikationsnummerluckor</p>
<div className="flex flex-wrap gap-2">
{validation.voucherGaps.map((gap, i) => (
<Badge key={i} variant="outline">
{gap.gap_start}–{gap.gap_end}
</Badge>
))}
</div>
</div>
)}
</>
) : null}
<div className="flex justify-between">
<Button variant="outline" onClick={() => setStep(0)}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<div className="flex gap-2">
<Button variant="outline" onClick={fetchValidationAndPreview} disabled={loading}>
{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Validera igen
</Button>
<Button
onClick={() => goToStep(2)}
disabled={!validation?.ready}
>
Nästa
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
</CardContent>
</Card>
)}
{/* Step 2: Preview */}
{step === 2 && preview && (
<div className="space-y-4">
{/* Net result highlight */}
<Card>
<CardContent className="py-6">
<div className="text-center">
<p className="text-sm text-muted-foreground mb-1">Årets resultat</p>
<p
className={`text-4xl font-bold tracking-tight ${
preview.netResult >= 0 ? 'text-green-600 dark:text-green-400' : 'text-red-600 dark:text-red-400'
}`}
>
{formatAmount(preview.netResult)} kr
</p>
<p className="text-sm text-muted-foreground mt-2">
Bokförs på {preview.closingAccount} — {preview.closingAccountName}
</p>
</div>
</CardContent>
</Card>
{/* Result account summary */}
<Card>
<CardHeader>
<CardTitle>Resultatkonton som nollställs</CardTitle>
</CardHeader>
<CardContent>
<Table>
<TableHeader>
<TableRow>
<TableHead>Konto</TableHead>
<TableHead>Namn</TableHead>
<TableHead className="text-right">Belopp</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{preview.resultAccountSummary.map((account) => (
<TableRow key={account.account_number}>
<TableCell className="font-mono">{account.account_number}</TableCell>
<TableCell>{account.account_name}</TableCell>
<TableCell className="text-right font-mono">
{formatAmount(account.amount)} kr
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</CardContent>
</Card>
{/* Closing journal lines (expandable) */}
<Card>
<CardHeader>
<button
onClick={() => setShowLinesDetail(!showLinesDetail)}
className="flex items-center justify-between w-full"
>
<CardTitle>Bokslutsverifikation ({preview.closingLines.length} rader)</CardTitle>
{showLinesDetail ? (
<ChevronUp className="h-5 w-5 text-muted-foreground" />
) : (
<ChevronDown className="h-5 w-5 text-muted-foreground" />
)}
</button>
</CardHeader>
{showLinesDetail && (
<CardContent>
<Table>
<TableHeader>
<TableRow>
<TableHead>Konto</TableHead>
<TableHead>Beskrivning</TableHead>
<TableHead className="text-right">Debet</TableHead>
<TableHead className="text-right">Kredit</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{preview.closingLines.map((line, i) => (
<TableRow key={i}>
<TableCell className="font-mono">{line.account_number}</TableCell>
<TableCell>{line.line_description}</TableCell>
<TableCell className="text-right font-mono">
{line.debit_amount > 0 ? formatAmount(line.debit_amount) : ''}
</TableCell>
<TableCell className="text-right font-mono">
{line.credit_amount > 0 ? formatAmount(line.credit_amount) : ''}
</TableCell>
</TableRow>
))}
{/* Totals row */}
<TableRow className="font-medium border-t-2">
<TableCell colSpan={2}>Summa</TableCell>
<TableCell className="text-right font-mono">
{formatAmount(
preview.closingLines.reduce((sum, l) => sum + l.debit_amount, 0)
)}
</TableCell>
<TableCell className="text-right font-mono">
{formatAmount(
preview.closingLines.reduce((sum, l) => sum + l.credit_amount, 0)
)}
</TableCell>
</TableRow>
</TableBody>
</Table>
</CardContent>
)}
</Card>
{/* Navigation */}
<div className="flex justify-between">
<Button variant="outline" onClick={() => setStep(1)}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button onClick={() => goToStep(3)}>
Nästa
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
)}
{/* Step 3: Execute */}
{step === 3 && !result && (
<Card>
<CardHeader>
<CardTitle>Genomför årsbokslut</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="rounded-lg border p-4 space-y-3">
<p className="text-sm text-muted-foreground">
Följande åtgärder kommer att genomföras:
</p>
<ul className="space-y-2 text-sm">
<li className="flex items-start gap-2">
<BookOpen className="h-4 w-4 mt-0.5 text-muted-foreground flex-shrink-0" />
Bokslutsverifikation skapas med {preview?.closingLines.length} rader
</li>
<li className="flex items-start gap-2">
<Lock className="h-4 w-4 mt-0.5 text-muted-foreground flex-shrink-0" />
Perioden {selectedPeriod?.name} låses och stängs permanent
</li>
<li className="flex items-start gap-2">
<ArrowRight className="h-4 w-4 mt-0.5 text-muted-foreground flex-shrink-0" />
Nytt räkenskapsår skapas med ingående balanser
</li>
</ul>
{preview && (
<div className="pt-2 border-t">
<p className="text-sm">
Årets resultat:{' '}
<span className="font-medium">
{formatAmount(preview.netResult)} kr
</span>{' '}
→ {preview.closingAccount} ({preview.closingAccountName})
</p>
</div>
)}
</div>
<div className="rounded-lg bg-amber-50 dark:bg-amber-950/20 border border-amber-200 dark:border-amber-800 p-4">
<div className="flex items-start gap-3">
<AlertTriangle className="h-5 w-5 text-amber-600 dark:text-amber-400 flex-shrink-0 mt-0.5" />
<div>
<p className="text-sm font-medium text-amber-800 dark:text-amber-200">
Denna åtgärd kan inte ångras
</p>
<p className="text-sm text-amber-700 dark:text-amber-300 mt-1">
Perioden stängs permanent enligt Bokföringslagen. Säkerställ att alla bokföringar
är korrekta innan du fortsätter.
</p>
</div>
</div>
</div>
<div className="flex justify-between">
<Button variant="outline" onClick={() => setStep(2)}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button
variant="destructive"
onClick={() => setShowConfirmDialog(true)}
disabled={executing}
>
{executing && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Genomför årsbokslut
</Button>
</div>
</CardContent>
</Card>
)}
{/* Step 3: Success state */}
{step === 3 && result && (
<Card>
<CardContent className="py-8">
<div className="text-center space-y-4">
<div className="flex justify-center">
<div className="flex h-16 w-16 items-center justify-center rounded-full bg-green-100 dark:bg-green-950/30">
<CheckCircle2 className="h-8 w-8 text-green-600 dark:text-green-400" />
</div>
</div>
<div>
<h2 className="text-xl font-semibold">Årsbokslutet är genomfört</h2>
<p className="text-muted-foreground mt-1">
{selectedPeriod?.name} har stängts och ett nytt räkenskapsår har skapats.
</p>
</div>
<div className="grid gap-3 max-w-md mx-auto text-left">
<div className="flex items-center justify-between rounded-lg border p-3 text-sm">
<span className="text-muted-foreground">Bokslutsverifikation</span>
<Link
href="/bookkeeping"
className="text-primary hover:underline font-medium"
>
Visa
</Link>
</div>
<div className="flex items-center justify-between rounded-lg border p-3 text-sm">
<span className="text-muted-foreground">Period stängd</span>
<Badge variant="secondary">
<Lock className="mr-1 h-3 w-3" />
Stängd
</Badge>
</div>
<div className="flex items-center justify-between rounded-lg border p-3 text-sm">
<span className="text-muted-foreground">Nytt räkenskapsår</span>
<span className="font-medium">{result.nextPeriod.name}</span>
</div>
<div className="flex items-center justify-between rounded-lg border p-3 text-sm">
<span className="text-muted-foreground">Ingående balanser</span>
<Badge variant="default">
<CheckCircle2 className="mr-1 h-3 w-3" />
Skapade
</Badge>
</div>
</div>
<div className="pt-4">
<Button asChild>
<Link href="/bookkeeping">
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka till bokföring
</Link>
</Button>
</div>
</div>
</CardContent>
</Card>
)}
{/* Confirmation dialog */}
<Dialog open={showConfirmDialog} onOpenChange={setShowConfirmDialog}>
<DialogContent>
<DialogHeader>
<DialogTitle>Bekräfta årsbokslut</DialogTitle>
<DialogDescription>
Är du säker på att du vill stänga <strong>{selectedPeriod?.name}</strong>?
Denna åtgärd kan inte ångras. Perioden kommer att stängas permanent.
</DialogDescription>
</DialogHeader>
{preview && (
<div className="rounded-lg border p-3 text-sm">
<p>
Årets resultat:{' '}
<span className="font-medium">{formatAmount(preview.netResult)} kr</span>
</p>
<p className="text-muted-foreground">
Bokförs på {preview.closingAccount} — {preview.closingAccountName}
</p>
</div>
)}
<DialogFooter>
<Button variant="outline" onClick={() => setShowConfirmDialog(false)}>
Avbryt
</Button>
<Button variant="destructive" onClick={executeYearEnd}>
Stäng perioden
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Success animation overlay */}
<SuccessAnimation
show={showSuccess}
title="Årsbokslut genomfört!"
description={`${selectedPeriod?.name} har stängts`}
variant="celebration"
/>
</div>
)
}