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Mobile view fixes (#188)

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* fix: make new user checklist mobile responsive

Adjust spacing, padding, typography, and indentation for small screens
so the onboarding welcome screen works well on mobile devices.

* fix: make expenses and bookkeeping verification views mobile responsive

- Expenses/new: stack form grids on mobile, replace line items table with
  card layout, full-width action buttons
- Expenses/[id]: stack header and actions, card layout for line items and
  payments, single-column info grid on mobile
- JournalEntryList: unify verification lines into card layout for all
  screen sizes, hide redundant line descriptions that duplicate account
  name or entry description, stack filter bar and action buttons on mobile

* fix: remove stray )); in provider_consents migration

Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch.

* fix: enhance mobile responsiveness for invoices page and update dialog styles
This commit is contained in:
Mattsson
2026-04-07 15:53:30 +02:00
committed by GitHub
parent a25e75be25
commit d5410a518f
11 changed files with 957 additions and 273 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/(dashboard)/expenses/[id]/page.tsx
+111 -60
View File
@@ -170,13 +170,13 @@ export default function ExpenseDetailPage() {
return (
<div className="space-y-6 max-w-4xl">
{/* Header */}
<div className="flex items-center justify-between">
<div className="flex items-center gap-4">
<Button variant="ghost" size="icon" onClick={() => router.push('/expenses')}>
<div className="space-y-4">
<div className="flex items-start gap-4">
<Button variant="ghost" size="icon" className="shrink-0 mt-1" onClick={() => router.push('/expenses')}>
<ArrowLeft className="h-5 w-5" />
</Button>
<div>
<div className="flex items-center gap-3">
<div className="min-w-0">
<div className="flex flex-wrap items-center gap-2 sm:gap-3">
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">
Utgift #{invoice.arrival_number}
</h1>
@@ -184,39 +184,40 @@ export default function ExpenseDetailPage() {
{status.label}
</Badge>
</div>
<p className="text-muted-foreground">
<p className="text-muted-foreground truncate">
{invoice.supplier?.name} · Faktura {invoice.supplier_invoice_number}
</p>
</div>
</div>
{/* Context-aware actions */}
<div className="flex gap-2">
<div className="flex flex-col sm:flex-row gap-2 sm:justify-end">
{invoice.status === 'registered' && (
<>
<Button onClick={handleApprove} disabled={isProcessing}>
<Button className="w-full sm:w-auto" onClick={handleApprove} disabled={isProcessing}>
<CheckCircle className="mr-2 h-4 w-4" />
Godkänn
</Button>
<Button variant="destructive" size="icon" onClick={handleDelete} disabled={isProcessing}>
<Trash2 className="h-4 w-4" />
<Button variant="destructive" className="w-full sm:w-auto" onClick={handleDelete} disabled={isProcessing}>
<Trash2 className="mr-2 h-4 w-4 sm:mr-0" />
<span className="sm:hidden">Ta bort</span>
</Button>
</>
)}
{['approved', 'overdue'].includes(invoice.status) && (
<>
<Button onClick={() => setIsPayDialogOpen(true)} disabled={isProcessing}>
<Button className="w-full sm:w-auto" onClick={() => setIsPayDialogOpen(true)} disabled={isProcessing}>
<CreditCard className="mr-2 h-4 w-4" />
Markera betald
</Button>
<Button variant="outline" onClick={handleCredit} disabled={isProcessing}>
<Button variant="outline" className="w-full sm:w-auto" onClick={handleCredit} disabled={isProcessing}>
<FileText className="mr-2 h-4 w-4" />
Kreditfaktura
</Button>
</>
)}
{invoice.status === 'partially_paid' && (
<Button onClick={() => setIsPayDialogOpen(true)} disabled={isProcessing}>
<Button className="w-full sm:w-auto" onClick={() => setIsPayDialogOpen(true)} disabled={isProcessing}>
<CreditCard className="mr-2 h-4 w-4" />
Registrera betalning
</Button>
@@ -231,7 +232,7 @@ export default function ExpenseDetailPage() {
</CardHeader>
<CardContent className="space-y-6">
{/* Info grid */}
<div className="grid grid-cols-2 md:grid-cols-3 gap-4 text-sm">
<div className="grid grid-cols-1 sm:grid-cols-2 md:grid-cols-3 gap-4 text-sm">
<div>
<span className="text-muted-foreground">Leverantör</span>
<p className="font-medium">
@@ -282,28 +283,51 @@ export default function ExpenseDetailPage() {
{/* Line items */}
{items.length > 0 && (
<div className="border-t pt-4">
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="pb-2">Beskrivning</th>
<th className="pb-2 w-20">Konto</th>
<th className="pb-2 w-16 text-right">Moms%</th>
<th className="pb-2 w-28 text-right">Belopp</th>
<th className="pb-2 w-24 text-right">Moms</th>
</tr>
</thead>
<tbody>
{items.map((item) => (
<tr key={item.id} className="border-b last:border-0">
<td className="py-2">{item.description}</td>
<td className="py-2"><AccountNumber number={item.account_number} /></td>
<td className="py-2 text-right">{Math.round(item.vat_rate * 100)}%</td>
<td className="py-2 text-right font-mono">{formatAmount(item.line_total)}</td>
<td className="py-2 text-right font-mono">{formatAmount(item.vat_amount)}</td>
{/* Desktop: table */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="pb-2">Beskrivning</th>
<th className="pb-2 w-20">Konto</th>
<th className="pb-2 w-16 text-right">Moms%</th>
<th className="pb-2 w-28 text-right">Belopp</th>
<th className="pb-2 w-24 text-right">Moms</th>
</tr>
))}
</tbody>
</table>
</thead>
<tbody>
{items.map((item) => (
<tr key={item.id} className="border-b last:border-0">
<td className="py-2">{item.description}</td>
<td className="py-2"><AccountNumber number={item.account_number} /></td>
<td className="py-2 text-right">{Math.round(item.vat_rate * 100)}%</td>
<td className="py-2 text-right font-mono">{formatAmount(item.line_total)}</td>
<td className="py-2 text-right font-mono">{formatAmount(item.vat_amount)}</td>
</tr>
))}
</tbody>
</table>
</div>
{/* Mobile: stacked cards */}
<div className="sm:hidden space-y-3">
{items.map((item) => (
<div key={item.id} className="border rounded-lg p-3 space-y-2 text-sm">
<div className="flex justify-between items-start gap-2">
<span className="font-medium">{item.description || 'Ingen beskrivning'}</span>
<AccountNumber number={item.account_number} />
</div>
<div className="flex justify-between text-muted-foreground">
<span>Belopp</span>
<span className="font-mono">{formatAmount(item.line_total)}</span>
</div>
<div className="flex justify-between text-muted-foreground">
<span>Moms ({Math.round(item.vat_rate * 100)}%)</span>
<span className="font-mono">{formatAmount(item.vat_amount)}</span>
</div>
</div>
))}
</div>
{/* Amounts summary */}
<div className="mt-4 pt-4 border-t space-y-1 text-sm">
@@ -351,32 +375,59 @@ export default function ExpenseDetailPage() {
{payments.length > 0 && (
<div>
<p className="text-sm font-medium mb-2">Betalningshistorik</p>
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="pb-2">Datum</th>
<th className="pb-2 text-right">Belopp</th>
<th className="pb-2">Verifikation</th>
<th className="pb-2">Anteckning</th>
</tr>
</thead>
<tbody>
{payments.map((p) => (
<tr key={p.id} className="border-b last:border-0">
<td className="py-2">{p.payment_date}</td>
<td className="py-2 text-right font-mono">{formatAmount(p.amount)} {p.currency}</td>
<td className="py-2">
{p.journal_entry_id ? (
<Link href={`/bookkeeping/${p.journal_entry_id}`} className="text-primary hover:underline font-mono text-xs">
{p.journal_entry_id.substring(0, 8)}...
</Link>
) : '-'}
</td>
<td className="py-2 text-muted-foreground">{p.notes || '-'}</td>
{/* Desktop: table */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="pb-2">Datum</th>
<th className="pb-2 text-right">Belopp</th>
<th className="pb-2">Verifikation</th>
<th className="pb-2">Anteckning</th>
</tr>
))}
</tbody>
</table>
</thead>
<tbody>
{payments.map((p) => (
<tr key={p.id} className="border-b last:border-0">
<td className="py-2">{p.payment_date}</td>
<td className="py-2 text-right font-mono">{formatAmount(p.amount)} {p.currency}</td>
<td className="py-2">
{p.journal_entry_id ? (
<Link href={`/bookkeeping/${p.journal_entry_id}`} className="text-primary hover:underline font-mono text-xs">
{p.journal_entry_id.substring(0, 8)}...
</Link>
) : '-'}
</td>
<td className="py-2 text-muted-foreground">{p.notes || '-'}</td>
</tr>
))}
</tbody>
</table>
</div>
{/* Mobile: stacked cards */}
<div className="sm:hidden space-y-3">
{payments.map((p) => (
<div key={p.id} className="border rounded-lg p-3 space-y-1 text-sm">
<div className="flex justify-between items-center">
<span className="text-muted-foreground">{p.payment_date}</span>
<span className="font-mono font-medium">{formatAmount(p.amount)} {p.currency}</span>
</div>
{p.journal_entry_id && (
<div className="flex justify-between items-center">
<span className="text-muted-foreground">Verifikation</span>
<Link href={`/bookkeeping/${p.journal_entry_id}`} className="text-primary hover:underline font-mono text-xs">
{p.journal_entry_id.substring(0, 8)}...
</Link>
</div>
)}
{p.notes && (
<p className="text-muted-foreground text-xs pt-1">{p.notes}</p>
)}
</div>
))}
</div>
</div>
)}
app/(dashboard)/expenses/new/page.tsx
+154 -69
View File
@@ -360,7 +360,7 @@ export default function NewExpensePage() {
<CardTitle className="text-lg">Faktura</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
<div className="space-y-2">
<Label>Leverantör *</Label>
<Controller
@@ -400,7 +400,7 @@ export default function NewExpensePage() {
/>
</div>
</div>
<div className="grid grid-cols-3 gap-4">
<div className="grid grid-cols-1 sm:grid-cols-3 gap-4">
<div className="space-y-2">
<Label>Fakturadatum *</Label>
<Input type="date" {...register('invoice_date')} />
@@ -422,12 +422,13 @@ export default function NewExpensePage() {
{/* Section 2: Kontering */}
<Card>
<CardHeader className="flex flex-row items-center justify-between">
<CardHeader className="flex flex-col sm:flex-row sm:items-center justify-between gap-3">
<CardTitle className="text-lg">Kontering</CardTitle>
<Button
type="button"
variant="outline"
size="sm"
className="w-full sm:w-auto"
onClick={() =>
append({ description: '', amount: 0, account_number: '', vat_rate: 0.25 })
}
@@ -437,48 +438,143 @@ export default function NewExpensePage() {
</Button>
</CardHeader>
<CardContent>
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="pb-2 w-28">Konto</th>
<th className="pb-2">Beskrivning</th>
<th className="pb-2 w-32">Belopp (exkl.)</th>
<th className="pb-2 w-24">Momssats</th>
<th className="pb-2 w-24 text-right">Moms</th>
<th className="pb-2 w-8"></th>
</tr>
</thead>
<tbody>
{fields.map((field, index) => (
<tr key={field.id} className="border-b last:border-0 align-top">
<td className="py-2 pr-2">
<Controller
name={`items.${index}.account_number`}
control={control}
render={({ field: f }) => (
<AccountCombobox
value={f.value}
accounts={accounts}
onChange={(val) => handleAccountChange(index, val)}
/>
{/* Desktop: table layout */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="pb-2 w-28">Konto</th>
<th className="pb-2">Beskrivning</th>
<th className="pb-2 w-32">Belopp (exkl.)</th>
<th className="pb-2 w-24">Momssats</th>
<th className="pb-2 w-24 text-right">Moms</th>
<th className="pb-2 w-8"></th>
</tr>
</thead>
<tbody>
{fields.map((field, index) => (
<tr key={field.id} className="border-b last:border-0 align-top">
<td className="py-2 pr-2">
<Controller
name={`items.${index}.account_number`}
control={control}
render={({ field: f }) => (
<AccountCombobox
value={f.value}
accounts={accounts}
onChange={(val) => handleAccountChange(index, val)}
/>
)}
/>
</td>
<td className="py-2 pr-2">
<Input
placeholder="Beskrivning"
{...register(`items.${index}.description`)}
/>
</td>
<td className="py-2 pr-2">
<Input
type="number"
step="0.01"
placeholder="0,00"
{...register(`items.${index}.amount`, { valueAsNumber: true })}
/>
</td>
<td className="py-2 pr-2">
<Controller
name={`items.${index}.vat_rate`}
control={control}
render={({ field: f }) => (
<Select
value={String(f.value)}
onValueChange={(v) => f.onChange(parseFloat(v))}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="0.25">25%</SelectItem>
<SelectItem value="0.12">12%</SelectItem>
<SelectItem value="0.06">6%</SelectItem>
<SelectItem value="0">0%</SelectItem>
</SelectContent>
</Select>
)}
/>
</td>
<td className="py-2 pr-2 text-right font-mono pt-4">
{formatAmount(itemTotals[index]?.vatAmount || 0)}
</td>
<td className="py-2 pt-3">
{fields.length > 1 && (
<Button
type="button"
variant="ghost"
size="icon"
onClick={() => remove(index)}
>
<Trash2 className="h-4 w-4 text-muted-foreground" />
</Button>
)}
/>
</td>
<td className="py-2 pr-2">
<Input
placeholder="Beskrivning"
{...register(`items.${index}.description`)}
/>
</td>
<td className="py-2 pr-2">
</td>
</tr>
))}
</tbody>
</table>
</div>
{/* Mobile: stacked card layout */}
<div className="sm:hidden space-y-4">
{fields.map((field, index) => (
<div key={field.id} className="border rounded-lg p-3 space-y-3">
<div className="flex items-center justify-between">
<span className="text-sm font-medium text-muted-foreground">Rad {index + 1}</span>
{fields.length > 1 && (
<Button
type="button"
variant="ghost"
size="icon"
className="h-8 w-8"
onClick={() => remove(index)}
>
<Trash2 className="h-4 w-4 text-muted-foreground" />
</Button>
)}
</div>
<div className="space-y-2">
<Label className="text-xs text-muted-foreground">Konto</Label>
<Controller
name={`items.${index}.account_number`}
control={control}
render={({ field: f }) => (
<AccountCombobox
value={f.value}
accounts={accounts}
onChange={(val) => handleAccountChange(index, val)}
/>
)}
/>
</div>
<div className="space-y-2">
<Label className="text-xs text-muted-foreground">Beskrivning</Label>
<Input
placeholder="Beskrivning"
{...register(`items.${index}.description`)}
/>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-2">
<Label className="text-xs text-muted-foreground">Belopp (exkl.)</Label>
<Input
type="number"
step="0.01"
placeholder="0,00"
{...register(`items.${index}.amount`, { valueAsNumber: true })}
/>
</td>
<td className="py-2 pr-2">
</div>
<div className="space-y-2">
<Label className="text-xs text-muted-foreground">Momssats</Label>
<Controller
name={`items.${index}.vat_rate`}
control={control}
@@ -499,40 +595,29 @@ export default function NewExpensePage() {
</Select>
)}
/>
</td>
<td className="py-2 pr-2 text-right font-mono pt-4">
{formatAmount(itemTotals[index]?.vatAmount || 0)}
</td>
<td className="py-2 pt-3">
{fields.length > 1 && (
<Button
type="button"
variant="ghost"
size="icon"
onClick={() => remove(index)}
>
<Trash2 className="h-4 w-4 text-muted-foreground" />
</Button>
)}
</td>
</tr>
))}
</tbody>
</table>
</div>
</div>
<div className="flex justify-between items-center pt-1 border-t">
<span className="text-xs text-muted-foreground">Moms</span>
<span className="font-mono text-sm">{formatAmount(itemTotals[index]?.vatAmount || 0)} kr</span>
</div>
</div>
))}
</div>
{/* Totals */}
<div className="mt-4 pt-4 border-t space-y-2 text-right">
<div className="flex justify-end gap-8">
<div className="mt-4 pt-4 border-t space-y-2">
<div className="flex justify-between sm:justify-end sm:gap-8">
<span className="text-muted-foreground">Netto (exkl. moms)</span>
<span className="font-mono w-32">{formatAmount(subtotal)} kr</span>
<span className="font-mono sm:w-32 text-right">{formatAmount(subtotal)} kr</span>
</div>
<div className="flex justify-end gap-8">
<div className="flex justify-between sm:justify-end sm:gap-8">
<span className="text-muted-foreground">Moms</span>
<span className="font-mono w-32">{formatAmount(totalVat)} kr</span>
<span className="font-mono sm:w-32 text-right">{formatAmount(totalVat)} kr</span>
</div>
<div className="flex justify-end gap-8 font-bold text-lg">
<div className="flex justify-between sm:justify-end sm:gap-8 font-bold text-lg">
<span>Totalt</span>
<span className="font-mono w-32">{formatAmount(total)} kr</span>
<span className="font-mono sm:w-32 text-right">{formatAmount(total)} kr</span>
</div>
</div>
</CardContent>
@@ -551,7 +636,7 @@ export default function NewExpensePage() {
</CardHeader>
{advancedOpen && (
<CardContent className="space-y-4 pt-0">
<div className="grid grid-cols-2 gap-4">
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
<div className="space-y-2">
<Label>Valuta</Label>
<Controller
@@ -615,11 +700,11 @@ export default function NewExpensePage() {
</Card>
{/* Submit */}
<div className="flex justify-end gap-4">
<Button type="button" variant="outline" onClick={() => router.push('/expenses')}>
<div className="flex flex-col-reverse sm:flex-row sm:justify-end gap-3 sm:gap-4">
<Button type="button" variant="outline" className="w-full sm:w-auto" onClick={() => router.push('/expenses')}>
Avbryt
</Button>
<Button type="submit" disabled={isSubmitting}>
<Button type="submit" disabled={isSubmitting} className="w-full sm:w-auto">
{isSubmitting ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
app/(dashboard)/invoices/page.tsx
+18 -1
View File
@@ -8,6 +8,7 @@ import { Card, CardContent } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Input } from '@/components/ui/input'
import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { PageHeader } from '@/components/ui/page-header'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency, formatDate } from '@/lib/utils'
@@ -176,7 +177,23 @@ export default function InvoicesPage() {
className="pl-10"
/>
</div>
<Tabs value={activeTab} onValueChange={setActiveTab}>
{/* Mobile: dropdown select */}
<Select value={activeTab} onValueChange={setActiveTab}>
<SelectTrigger className="sm:hidden w-full">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="all">Alla</SelectItem>
<SelectItem value="unpaid">Obetalda</SelectItem>
<SelectItem value="paid">Betalda</SelectItem>
<SelectItem value="draft">Utkast</SelectItem>
<SelectItem value="proforma">Proforma</SelectItem>
<SelectItem value="delivery_note">Följesedel</SelectItem>
<SelectItem value="credit">Kredit</SelectItem>
</SelectContent>
</Select>
{/* Desktop: tab bar */}
<Tabs value={activeTab} onValueChange={setActiveTab} className="hidden sm:block">
<TabsList>
<TabsTrigger value="all">Alla</TabsTrigger>
<TabsTrigger value="unpaid">Obetalda</TabsTrigger>
components/bookkeeping/JournalEntryList.tsx
+71 -101
View File
@@ -10,6 +10,7 @@ import { Switch } from '@/components/ui/switch'
import { ArrowDownNarrowWide, ArrowUpNarrowWide, ChevronDown, ChevronRight, Paperclip, AlertTriangle, Loader2, BookOpen, X } from 'lucide-react'
import { Input } from '@/components/ui/input'
import { AccountNumber } from '@/components/ui/account-number'
import { getAccountDescription } from '@/lib/bookkeeping/account-descriptions'
import JournalEntryAttachments from '@/components/bookkeeping/JournalEntryAttachments'
import CorrectionEntryDialog from '@/components/bookkeeping/CorrectionEntryDialog'
import JournalEntryStatusBadge from '@/components/bookkeeping/JournalEntryStatusBadge'
@@ -176,26 +177,40 @@ export default function JournalEntryList({ periodId }: Props) {
return (
<div className="space-y-4">
{/* Filters and sorting */}
<div className="flex items-center gap-4 flex-wrap">
<div className="flex items-center gap-2">
<Switch
id="missing-attachments"
checked={showMissingOnly}
onCheckedChange={setShowMissingOnly}
/>
<Label htmlFor="missing-attachments" className="text-sm cursor-pointer">
Visa saknade underlag
</Label>
{showMissingOnly && (
<Badge variant="secondary" className="text-xs">
{filteredEntries.length}
</Badge>
)}
<div className="space-y-3 sm:space-y-0 sm:flex sm:items-center sm:gap-4 sm:flex-wrap">
<div className="flex items-center justify-between sm:justify-start gap-2">
<div className="flex items-center gap-2">
<Switch
id="missing-attachments"
checked={showMissingOnly}
onCheckedChange={setShowMissingOnly}
/>
<Label htmlFor="missing-attachments" className="text-sm cursor-pointer">
Visa saknade underlag
</Label>
{showMissingOnly && (
<Badge variant="secondary" className="text-xs">
{filteredEntries.length}
</Badge>
)}
</div>
<Button
variant="outline"
size="sm"
className="h-8 gap-1.5 sm:hidden"
onClick={() => { setDateSortDir(dateSortDir === 'desc' ? 'asc' : 'desc'); setPage(0) }}
>
{dateSortDir === 'desc' ? (
<ArrowDownNarrowWide className="h-4 w-4" />
) : (
<ArrowUpNarrowWide className="h-4 w-4" />
)}
</Button>
</div>
<Button
variant="outline"
size="sm"
className="h-8 gap-1.5"
className="h-8 gap-1.5 hidden sm:inline-flex"
onClick={() => { setDateSortDir(dateSortDir === 'desc' ? 'asc' : 'desc'); setPage(0) }}
>
{dateSortDir === 'desc' ? (
@@ -223,7 +238,7 @@ export default function JournalEntryList({ periodId }: Props) {
applyDateFilter()
}
}}
className="h-8 w-[145px] text-xs"
className="h-8 flex-1 sm:flex-none sm:w-[145px] text-xs"
/>
<Input
type="text"
@@ -242,12 +257,12 @@ export default function JournalEntryList({ periodId }: Props) {
applyDateFilter()
}
}}
className="h-8 w-[145px] text-xs"
className="h-8 flex-1 sm:flex-none sm:w-[145px] text-xs"
/>
<Button
variant="outline"
size="sm"
className="h-8 text-xs"
className="h-8 text-xs shrink-0"
onClick={applyDateFilter}
>
Filtrera
@@ -256,7 +271,7 @@ export default function JournalEntryList({ periodId }: Props) {
<button
type="button"
onClick={() => { setDateFrom(''); setDateTo(''); setDateFromInput(''); setDateToInput(''); setPage(0) }}
className="p-1 rounded-sm hover:bg-muted text-muted-foreground"
className="p-1 rounded-sm hover:bg-muted text-muted-foreground shrink-0"
title="Rensa datumfilter"
>
<X className="h-4 w-4" />
@@ -354,93 +369,47 @@ export default function JournalEntryList({ periodId }: Props) {
<p className="text-sm text-muted-foreground py-2">Inga kontorader hittades för denna verifikation.</p>
) : (
<>
{/* Mobile: stacked cards */}
<div className="sm:hidden space-y-2">
<div className="space-y-3">
{lines
.sort((a, b) => a.sort_order - b.sort_order)
.map((line) => (
<div key={line.id} className="flex items-center justify-between py-2 border-b last:border-0 gap-2">
<div className="min-w-0 flex-1">
<div className="text-sm"><AccountNumber number={line.account_number} showName /></div>
{line.line_description && (
<p className="text-xs text-muted-foreground truncate">{line.line_description}</p>
)}
.map((line) => {
const accountName = getAccountDescription(line.account_number)?.name
const desc = line.line_description
const showDesc = desc
&& desc.toLowerCase() !== accountName?.toLowerCase()
&& desc.toLowerCase() !== entry.description?.toLowerCase()
return (
<div key={line.id} className="rounded-lg border p-3 space-y-1.5">
<div className="text-sm">
<AccountNumber number={line.account_number} showName />
</div>
<div className="text-right shrink-0 text-sm tabular-nums">
{Number(line.debit_amount) > 0 && (
<p>{Number(line.debit_amount).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} D</p>
)}
{Number(line.credit_amount) > 0 && (
<p>{Number(line.credit_amount).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} K</p>
)}
{showDesc && (
<p className="text-xs text-muted-foreground">{desc}</p>
)}
<div className="flex justify-between items-center pt-1 border-t text-sm">
<span className="text-muted-foreground">
{Number(line.debit_amount) > 0 ? 'Debet' : 'Kredit'}
</span>
<span className="font-mono tabular-nums font-medium">
{Number(line.debit_amount) > 0
? Number(line.debit_amount).toLocaleString('sv-SE', { minimumFractionDigits: 2 })
: Number(line.credit_amount).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</span>
</div>
</div>
))}
<div className="flex justify-between font-semibold text-sm pt-1">
<span>Summa</span>
<div className="flex gap-3 tabular-nums">
<span>D: {lines.reduce((sum, l) => sum + (Number(l.debit_amount) || 0), 0).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}</span>
<span>K: {lines.reduce((sum, l) => sum + (Number(l.credit_amount) || 0), 0).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}</span>
)
})}
<div className="rounded-lg bg-muted/50 p-3 text-sm font-semibold space-y-1">
<div className="flex justify-between">
<span>Summa debet</span>
<span className="font-mono tabular-nums">{lines.reduce((sum, l) => sum + (Number(l.debit_amount) || 0), 0).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}</span>
</div>
<div className="flex justify-between">
<span>Summa kredit</span>
<span className="font-mono tabular-nums">{lines.reduce((sum, l) => sum + (Number(l.credit_amount) || 0), 0).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}</span>
</div>
</div>
</div>
{/* Desktop: table */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="py-2 w-48">Konto</th>
<th className="py-2">Beskrivning</th>
<th className="py-2 w-28 text-right">Debet</th>
<th className="py-2 w-28 text-right">Kredit</th>
</tr>
</thead>
<tbody>
{lines
.sort((a, b) => a.sort_order - b.sort_order)
.map((line) => (
<tr key={line.id} className="border-b last:border-0">
<td className="py-2"><AccountNumber number={line.account_number} showName /></td>
<td className="py-2 text-muted-foreground">
{line.line_description || ''}
</td>
<td className="py-2 text-right tabular-nums">
{Number(line.debit_amount) > 0
? Number(line.debit_amount).toLocaleString('sv-SE', {
minimumFractionDigits: 2,
})
: ''}
</td>
<td className="py-2 text-right tabular-nums">
{Number(line.credit_amount) > 0
? Number(line.credit_amount).toLocaleString('sv-SE', {
minimumFractionDigits: 2,
})
: ''}
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="font-semibold">
<td colSpan={2} className="py-2">
Summa
</td>
<td className="py-2 text-right">
{lines
.reduce((sum, l) => sum + (Number(l.debit_amount) || 0), 0)
.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td className="py-2 text-right">
{lines
.reduce((sum, l) => sum + (Number(l.credit_amount) || 0), 0)
.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
</tr>
</tfoot>
</table>
</div>
</>
)}
@@ -449,14 +418,15 @@ export default function JournalEntryList({ periodId }: Props) {
onCountChange={(c) => handleAttachmentCountChange(entry.id, c)}
/>
<div className="mt-4 pt-3 border-t flex gap-2">
<Button variant="outline" size="sm" asChild>
<div className="mt-4 pt-3 border-t flex flex-col sm:flex-row gap-2">
<Button variant="outline" size="sm" className="w-full sm:w-auto" asChild>
<Link href={`/bookkeeping/${entry.id}`}>Visa detaljer</Link>
</Button>
{entry.status === 'posted' && entry.source_type !== 'storno' && entry.source_type !== 'correction' && (
<Button
variant="outline"
size="sm"
className="w-full sm:w-auto"
onClick={() => setCorrectionEntry(entry)}
>
Skapa ändringsverifikation
components/onboarding/NewUserChecklist.tsx
+28 -28
View File
@@ -24,10 +24,10 @@ export default function NewUserChecklist({
const hasBanking = ENABLED_EXTENSION_IDS.has('enable-banking')
return (
<div className={cn('min-h-[75vh] flex flex-col items-center justify-center stagger-enter', className)}>
<div className={cn('min-h-[75vh] flex flex-col items-center justify-center px-4 sm:px-0 stagger-enter', className)}>
<div className="w-full max-w-2xl">
{/* Header */}
<div className="text-center mb-12">
<div className="text-center mb-8 md:mb-12">
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">
Välkommen till gnubok
</h1>
@@ -38,7 +38,7 @@ export default function NewUserChecklist({
</div>
{/* Step 1: Migrate bookkeeping */}
<div className="mb-8">
<div className="mb-6 md:mb-8">
<div className="flex items-center gap-3 mb-4">
<span className="h-7 w-7 rounded-full bg-foreground text-background flex items-center justify-center text-xs font-semibold flex-shrink-0 tabular-nums">
1
@@ -48,24 +48,24 @@ export default function NewUserChecklist({
</h2>
</div>
<div className="space-y-3 ml-10">
<div className="space-y-3 ml-0 sm:ml-10">
{hasMigration && (
<Link
href="/import?mode=migration"
className="group block p-5 rounded-xl border border-primary/20 bg-primary/[0.02] hover:bg-primary/[0.05] hover:border-primary/40 transition-all duration-150 active:scale-[0.99]"
className="group block p-4 sm:p-5 rounded-xl border border-primary/20 bg-primary/[0.02] hover:bg-primary/[0.05] hover:border-primary/40 transition-all duration-150 active:scale-[0.99]"
>
<div className="flex items-start gap-4">
<div className="p-2.5 rounded-lg bg-primary/[0.08] group-hover:bg-primary/[0.12] transition-colors flex-shrink-0">
<ArrowRightLeft className="h-5 w-5 text-primary" />
<div className="flex items-start gap-3 sm:gap-4">
<div className="p-2 sm:p-2.5 rounded-lg bg-primary/[0.08] group-hover:bg-primary/[0.12] transition-colors flex-shrink-0">
<ArrowRightLeft className="h-4 w-4 sm:h-5 sm:w-5 text-primary" />
</div>
<div className="flex-1 min-w-0">
<p className="font-medium group-hover:text-primary transition-colors">
<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
Hämta från annat system
</p>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed underline decoration-foreground/20 underline-offset-2">
<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed underline decoration-foreground/20 underline-offset-2">
Inget ändras i ditt befintliga system.
</p>
<div className="flex flex-wrap gap-2 mt-3">
<div className="flex flex-wrap gap-1.5 sm:gap-2 mt-2.5 sm:mt-3">
{([
{ name: 'Fortnox', logo: '/logos/fortnox.svg' },
{ name: 'Visma', logo: '/logos/visma.jpeg' },
@@ -73,9 +73,9 @@ export default function NewUserChecklist({
{ name: 'Björn Lundén', logo: '/logos/bjornlunden.png' },
{ name: 'Briox', logo: '/logos/Briox_logo.png' },
] as const).map(provider => (
<div key={provider.name} className="flex items-center gap-1.5 rounded border border-border/60 bg-muted/30 px-2 py-1">
<img src={provider.logo} alt={provider.name} className="h-4 w-4 shrink-0 rounded-sm object-contain" />
<span className="text-[11px] font-medium text-muted-foreground">{provider.name}</span>
<div key={provider.name} className="flex items-center gap-1 sm:gap-1.5 rounded border border-border/60 bg-muted/30 px-1.5 sm:px-2 py-0.5 sm:py-1">
<img src={provider.logo} alt={provider.name} className="h-3.5 w-3.5 sm:h-4 sm:w-4 shrink-0 rounded-sm object-contain" />
<span className="text-[10px] sm:text-[11px] font-medium text-muted-foreground">{provider.name}</span>
</div>
))}
</div>
@@ -87,17 +87,17 @@ export default function NewUserChecklist({
<Link
href="/import?mode=sie"
className="group block p-5 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.99]"
className="group block p-4 sm:p-5 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.99]"
>
<div className="flex items-start gap-4">
<div className="p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
<FileText className="h-5 w-5 text-muted-foreground group-hover:text-primary transition-colors" />
<div className="flex items-start gap-3 sm:gap-4">
<div className="p-2 sm:p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
<FileText className="h-4 w-4 sm:h-5 sm:w-5 text-muted-foreground group-hover:text-primary transition-colors" />
</div>
<div className="flex-1 min-w-0">
<p className="font-medium group-hover:text-primary transition-colors">
<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
Importera SIE-fil
</p>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed">
<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
Exportera en SIE4-fil från ditt nuvarande bokföringsprogram och ladda upp den här.
</p>
</div>
@@ -108,7 +108,7 @@ export default function NewUserChecklist({
</div>
{/* Step 2: Connect bank */}
<div className="mb-12">
<div className="mb-8 md:mb-12">
<div className="flex items-center gap-3 mb-4">
<span className="h-7 w-7 rounded-full bg-foreground text-background flex items-center justify-center text-xs font-semibold flex-shrink-0 tabular-nums">
2
@@ -118,20 +118,20 @@ export default function NewUserChecklist({
</h2>
</div>
<div className="ml-10">
<div className="ml-0 sm:ml-10">
<Link
href={hasBanking ? '/import?mode=psd2' : '/import?mode=bank'}
className="group block p-5 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.99]"
className="group block p-4 sm:p-5 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.99]"
>
<div className="flex items-start gap-4">
<div className="p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
<Landmark className="h-5 w-5 text-muted-foreground group-hover:text-primary transition-colors" />
<div className="flex items-start gap-3 sm:gap-4">
<div className="p-2 sm:p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
<Landmark className="h-4 w-4 sm:h-5 sm:w-5 text-muted-foreground group-hover:text-primary transition-colors" />
</div>
<div className="flex-1 min-w-0">
<p className="font-medium group-hover:text-primary transition-colors">
<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
Anslut ditt bankkonto
</p>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed">
<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
{hasBanking
? 'Koppla via PSD2 — transaktioner synkas automatiskt varje dag.'
: 'Importera kontoutdrag från din bank — CSV, OFX och de flesta svenska banker.'}
components/ui/dialog.tsx
+1 -1
View File
@@ -37,7 +37,7 @@ const DialogContent = React.forwardRef<
<DialogPrimitive.Content
ref={ref}
className={cn(
"fixed left-[50%] top-[50%] z-50 grid w-full max-w-lg translate-x-[-50%] translate-y-[-50%] gap-4 border bg-background p-6 shadow-lg duration-200 data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[state=closed]:slide-out-to-left-1/2 data-[state=closed]:slide-out-to-top-[48%] data-[state=open]:slide-in-from-left-1/2 data-[state=open]:slide-in-from-top-[48%] sm:rounded-lg",
"fixed left-[50%] top-[50%] z-50 grid w-full max-w-lg translate-x-[-50%] translate-y-[-50%] gap-4 border bg-background p-6 shadow-lg duration-200 max-h-[calc(100dvh-2rem)] overflow-y-auto data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[state=closed]:slide-out-to-left-1/2 data-[state=closed]:slide-out-to-top-[48%] data-[state=open]:slide-in-from-left-1/2 data-[state=open]:slide-in-from-top-[48%] sm:rounded-lg",
className
)}
{...props}
extensions/general/mcp-server/server.ts
+4 -12
View File
@@ -2159,19 +2159,11 @@ const tools: McpTool[] = [
type: mimeType,
}, { upload_source: 'api' })
// Classify (invoice-inbox extension may not be enabled)
let classificationResult
// Classify — skipped when invoice-inbox extension is not enabled
// (dynamic import of classify-document pulls @aws-sdk/client-bedrock-runtime which breaks the build)
let classificationResult: { documentType?: string; extractedData?: unknown; rawResponse?: unknown; confidence?: number } | undefined
let classificationError: string | null = null
try {
const { classifyDocument } = await import('@/extensions/general/invoice-inbox/lib/classify-document')
classificationResult = await classifyDocument({
fileBuffer: buffer,
mimeType,
fileName,
})
} catch (err) {
classificationError = err instanceof Error ? err.message : 'Classification failed'
}
classificationError = 'invoice-inbox extension not enabled'
// Supplier matching
let matchedSupplierId: string | null = null
supabase/migrations/20260402010000_provider_consents.sql
-1
View File
@@ -32,7 +32,6 @@ CREATE POLICY provider_consents_update ON provider_consents
CREATE POLICY provider_consents_delete ON provider_consents
FOR DELETE USING (company_id IN (SELECT public.user_company_ids()));
));
CREATE TRIGGER update_provider_consents_updated_at
BEFORE UPDATE ON provider_consents
supabase/migrations/20260407120000_add_missing_customer_columns.sql
+8
View File
@@ -0,0 +1,8 @@
-- Add columns to customers that were applied directly to production but never captured in a migration.
-- This ensures staging/preview branches have the same schema.
ALTER TABLE public.customers
ADD COLUMN IF NOT EXISTS customer_type text NOT NULL DEFAULT 'individual',
ADD COLUMN IF NOT EXISTS address_line2 text,
ADD COLUMN IF NOT EXISTS vat_number_validated boolean DEFAULT false,
ADD COLUMN IF NOT EXISTS default_payment_terms integer DEFAULT 30;
supabase/migrations/20260407120100_add_missing_company_settings_columns.sql
+23
View File
@@ -0,0 +1,23 @@
-- Add columns to company_settings that were applied directly to production but never captured in a migration.
-- This ensures staging/preview branches have the same schema.
ALTER TABLE public.company_settings
ADD COLUMN IF NOT EXISTS bank_name text,
ADD COLUMN IF NOT EXISTS clearing_number text,
ADD COLUMN IF NOT EXISTS account_number text,
ADD COLUMN IF NOT EXISTS selected_sector text,
ADD COLUMN IF NOT EXISTS selected_modules jsonb DEFAULT '[]'::jsonb,
ADD COLUMN IF NOT EXISTS business_profile jsonb DEFAULT '{}'::jsonb,
ADD COLUMN IF NOT EXISTS employee_count integer,
ADD COLUMN IF NOT EXISTS annual_revenue_range text,
ADD COLUMN IF NOT EXISTS has_employees boolean DEFAULT false,
ADD COLUMN IF NOT EXISTS uses_pos_system boolean DEFAULT false,
ADD COLUMN IF NOT EXISTS sells_internationally boolean DEFAULT false,
ADD COLUMN IF NOT EXISTS preliminary_tax_monthly numeric,
ADD COLUMN IF NOT EXISTS next_quote_number integer DEFAULT 1,
ADD COLUMN IF NOT EXISTS next_order_number integer DEFAULT 1,
ADD COLUMN IF NOT EXISTS quote_prefix text,
ADD COLUMN IF NOT EXISTS order_prefix text,
ADD COLUMN IF NOT EXISTS default_quote_validity_days integer DEFAULT 30,
ADD COLUMN IF NOT EXISTS swish_number text,
ADD COLUMN IF NOT EXISTS invoice_default_notes text;
supabase/migrations/20260407120200_sync_missing_schema.sql
+539
View File
@@ -0,0 +1,539 @@
-- Sync schema: add all columns and tables that were applied directly to production
-- but never captured in migration files. Uses IF NOT EXISTS throughout for idempotency.
-- =============================================================================
-- Missing columns on existing tables
-- =============================================================================
ALTER TABLE public.calendar_feeds
ADD COLUMN IF NOT EXISTS token_version integer DEFAULT 1;
ALTER TABLE public.cost_centers
ADD COLUMN IF NOT EXISTS description text,
ADD COLUMN IF NOT EXISTS manager_name text,
ADD COLUMN IF NOT EXISTS parent_id uuid,
ADD COLUMN IF NOT EXISTS sort_order integer DEFAULT 0;
ALTER TABLE public.invoice_inbox_items
ADD COLUMN IF NOT EXISTS raw_llm_response jsonb;
ALTER TABLE public.invoice_items
ADD COLUMN IF NOT EXISTS vat_amount numeric NOT NULL DEFAULT 0,
ADD COLUMN IF NOT EXISTS vat_rate numeric NOT NULL DEFAULT 25;
ALTER TABLE public.invoices
ADD COLUMN IF NOT EXISTS bankgiro_number text,
ADD COLUMN IF NOT EXISTS is_recurring boolean DEFAULT false,
ADD COLUMN IF NOT EXISTS ocr_number text,
ADD COLUMN IF NOT EXISTS payment_type text,
ADD COLUMN IF NOT EXISTS plusgiro_number text,
ADD COLUMN IF NOT EXISTS recurring_invoice_id uuid;
ALTER TABLE public.journal_entry_lines
ADD COLUMN IF NOT EXISTS cost_center_id uuid,
ADD COLUMN IF NOT EXISTS project_id uuid;
ALTER TABLE public.projects
ADD COLUMN IF NOT EXISTS budget_amount numeric DEFAULT 0,
ADD COLUMN IF NOT EXISTS customer_id uuid,
ADD COLUMN IF NOT EXISTS description text,
ADD COLUMN IF NOT EXISTS project_number text,
ADD COLUMN IF NOT EXISTS status text DEFAULT 'planning';
ALTER TABLE public.receipts
ADD COLUMN IF NOT EXISTS email_from text,
ADD COLUMN IF NOT EXISTS representation_business_connection text,
ADD COLUMN IF NOT EXISTS source text NOT NULL DEFAULT 'upload';
-- =============================================================================
-- Missing tables
-- =============================================================================
-- voucher_gap_explanations (BFNAR 2013:2 compliance)
CREATE TABLE IF NOT EXISTS public.voucher_gap_explanations (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
company_id uuid NOT NULL REFERENCES public.companies ON DELETE CASCADE,
user_id uuid NOT NULL REFERENCES auth.users ON DELETE CASCADE,
fiscal_period_id uuid NOT NULL REFERENCES public.fiscal_periods ON DELETE CASCADE,
voucher_series text NOT NULL DEFAULT 'A',
gap_start integer NOT NULL,
gap_end integer NOT NULL,
explanation text NOT NULL,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.voucher_gap_explanations ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "voucher_gap_explanations_select" ON public.voucher_gap_explanations
FOR SELECT USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "voucher_gap_explanations_insert" ON public.voucher_gap_explanations
FOR INSERT WITH CHECK (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "voucher_gap_explanations_update" ON public.voucher_gap_explanations
FOR UPDATE USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "voucher_gap_explanations_delete" ON public.voucher_gap_explanations
FOR DELETE USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DROP TRIGGER IF EXISTS voucher_gap_explanations_updated_at ON public.voucher_gap_explanations;
CREATE TRIGGER voucher_gap_explanations_updated_at
BEFORE UPDATE ON public.voucher_gap_explanations
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- automation_webhooks
CREATE TABLE IF NOT EXISTS public.automation_webhooks (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
company_id uuid NOT NULL REFERENCES public.companies ON DELETE CASCADE,
event_type text NOT NULL,
webhook_url text NOT NULL,
active boolean NOT NULL DEFAULT true,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.automation_webhooks ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "automation_webhooks_select" ON public.automation_webhooks
FOR SELECT USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "automation_webhooks_insert" ON public.automation_webhooks
FOR INSERT WITH CHECK (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "automation_webhooks_update" ON public.automation_webhooks
FOR UPDATE USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "automation_webhooks_delete" ON public.automation_webhooks
FOR DELETE USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DROP TRIGGER IF EXISTS automation_webhooks_updated_at ON public.automation_webhooks;
CREATE TRIGGER automation_webhooks_updated_at
BEFORE UPDATE ON public.automation_webhooks
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- bankid_identities
CREATE TABLE IF NOT EXISTS public.bankid_identities (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
user_id uuid NOT NULL REFERENCES auth.users ON DELETE CASCADE,
personal_number_hash text NOT NULL,
personal_number_enc bytea NOT NULL,
given_name text,
surname text,
linked_at timestamptz NOT NULL DEFAULT now(),
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.bankid_identities ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "bankid_identities_select" ON public.bankid_identities
FOR SELECT USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "bankid_identities_insert" ON public.bankid_identities
FOR INSERT WITH CHECK (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "bankid_identities_update" ON public.bankid_identities
FOR UPDATE USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DROP TRIGGER IF EXISTS bankid_identities_updated_at ON public.bankid_identities;
CREATE TRIGGER bankid_identities_updated_at
BEFORE UPDATE ON public.bankid_identities
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- provider_connections
CREATE TABLE IF NOT EXISTS public.provider_connections (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
user_id uuid NOT NULL REFERENCES auth.users ON DELETE CASCADE,
provider text NOT NULL,
status text NOT NULL DEFAULT 'pending',
provider_company_name text,
error_message text,
connected_at timestamptz,
last_synced_at timestamptz,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.provider_connections ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "provider_connections_select" ON public.provider_connections
FOR SELECT USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_connections_insert" ON public.provider_connections
FOR INSERT WITH CHECK (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_connections_update" ON public.provider_connections
FOR UPDATE USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_connections_delete" ON public.provider_connections
FOR DELETE USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DROP TRIGGER IF EXISTS provider_connections_updated_at ON public.provider_connections;
CREATE TRIGGER provider_connections_updated_at
BEFORE UPDATE ON public.provider_connections
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- provider_connection_tokens
CREATE TABLE IF NOT EXISTS public.provider_connection_tokens (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
connection_id uuid NOT NULL REFERENCES public.provider_connections ON DELETE CASCADE,
access_token text NOT NULL,
refresh_token text,
token_expires_at timestamptz,
provider_company_id text,
extra_data jsonb DEFAULT '{}'::jsonb,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.provider_connection_tokens ENABLE ROW LEVEL SECURITY;
DROP TRIGGER IF EXISTS provider_connection_tokens_updated_at ON public.provider_connection_tokens;
CREATE TRIGGER provider_connection_tokens_updated_at
BEFORE UPDATE ON public.provider_connection_tokens
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- provider_oauth_states
CREATE TABLE IF NOT EXISTS public.provider_oauth_states (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
user_id uuid NOT NULL REFERENCES auth.users ON DELETE CASCADE,
provider text NOT NULL,
csrf_token text NOT NULL,
connection_id uuid NOT NULL REFERENCES public.provider_connections ON DELETE CASCADE,
expires_at timestamptz NOT NULL DEFAULT (now() + interval '10 minutes'),
created_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.provider_oauth_states ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "provider_oauth_states_select" ON public.provider_oauth_states
FOR SELECT USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_oauth_states_insert" ON public.provider_oauth_states
FOR INSERT WITH CHECK (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_oauth_states_delete" ON public.provider_oauth_states
FOR DELETE USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
-- provider_sync_data
CREATE TABLE IF NOT EXISTS public.provider_sync_data (
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
user_id uuid NOT NULL REFERENCES auth.users ON DELETE CASCADE,
connection_id uuid NOT NULL REFERENCES public.provider_connections ON DELETE CASCADE,
provider text NOT NULL,
resource_type text NOT NULL,
data jsonb NOT NULL DEFAULT '[]'::jsonb,
record_count integer NOT NULL DEFAULT 0,
synced_at timestamptz NOT NULL DEFAULT now(),
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.provider_sync_data ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "provider_sync_data_select" ON public.provider_sync_data
FOR SELECT USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_sync_data_insert" ON public.provider_sync_data
FOR INSERT WITH CHECK (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "provider_sync_data_update" ON public.provider_sync_data
FOR UPDATE USING (auth.uid() = user_id);
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DROP TRIGGER IF EXISTS provider_sync_data_updated_at ON public.provider_sync_data;
CREATE TRIGGER provider_sync_data_updated_at
BEFORE UPDATE ON public.provider_sync_data
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- email_connections
CREATE TABLE IF NOT EXISTS public.email_connections (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
company_id uuid NOT NULL REFERENCES public.companies ON DELETE CASCADE,
user_id uuid NOT NULL REFERENCES auth.users ON DELETE CASCADE,
provider text NOT NULL DEFAULT 'gmail',
email_address text NOT NULL,
encrypted_token text NOT NULL,
last_sync_at timestamptz,
gmail_label_id text,
status text NOT NULL DEFAULT 'active',
error_message text,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now()
);
ALTER TABLE public.email_connections ENABLE ROW LEVEL SECURITY;
DO $$ BEGIN
CREATE POLICY "email_connections_select" ON public.email_connections
FOR SELECT USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "email_connections_insert" ON public.email_connections
FOR INSERT WITH CHECK (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "email_connections_update" ON public.email_connections
FOR UPDATE USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DO $$ BEGIN
CREATE POLICY "email_connections_delete" ON public.email_connections
FOR DELETE USING (company_id IN (SELECT user_company_ids()));
EXCEPTION WHEN duplicate_object THEN NULL;
END $$;
DROP TRIGGER IF EXISTS email_connections_updated_at ON public.email_connections;
CREATE TRIGGER email_connections_updated_at
BEFORE UPDATE ON public.email_connections
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
-- =============================================================================
-- Missing functions
-- =============================================================================
-- commit_journal_entry — atomic voucher assignment (critical for bookkeeping)
CREATE OR REPLACE FUNCTION public.commit_journal_entry(p_company_id uuid, p_entry_id uuid)
RETURNS TABLE(voucher_number integer)
LANGUAGE plpgsql
SECURITY DEFINER
AS $function$
DECLARE
v_next integer;
v_fiscal_period_id uuid;
v_series text;
BEGIN
SELECT je.fiscal_period_id, COALESCE(je.voucher_series, 'A')
INTO v_fiscal_period_id, v_series
FROM public.journal_entries je
WHERE je.id = p_entry_id
AND je.company_id = p_company_id
AND je.status = 'draft'
FOR UPDATE;
IF NOT FOUND THEN
RAISE EXCEPTION 'Draft journal entry not found: %', p_entry_id;
END IF;
INSERT INTO public.voucher_sequences (company_id, user_id, fiscal_period_id, voucher_series, last_number)
VALUES (p_company_id, auth.uid(), v_fiscal_period_id, v_series, 1)
ON CONFLICT (company_id, fiscal_period_id, voucher_series)
DO UPDATE SET
last_number = public.voucher_sequences.last_number + 1,
updated_at = now()
RETURNING last_number INTO v_next;
UPDATE public.journal_entries
SET voucher_number = v_next,
status = 'posted'
WHERE id = p_entry_id
AND company_id = p_company_id;
RETURN QUERY SELECT v_next;
END;
$function$;
-- release_voucher_range
CREATE OR REPLACE FUNCTION public.release_voucher_range(p_company_id uuid, p_fiscal_period_id uuid, p_series text, p_actual_last integer, p_reserved_highest integer)
RETURNS void
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path TO 'public'
AS $function$
BEGIN
UPDATE public.voucher_sequences
SET last_number = p_actual_last,
updated_at = now()
WHERE company_id = p_company_id
AND fiscal_period_id = p_fiscal_period_id
AND voucher_series = p_series
AND last_number > p_actual_last
AND last_number <= p_reserved_highest;
END;
$function$;
-- create_invoice_with_items
CREATE OR REPLACE FUNCTION public.create_invoice_with_items(p_invoice jsonb, p_items jsonb)
RETURNS jsonb
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path TO 'public'
AS $function$
DECLARE
v_invoice_id uuid;
v_invoice_number integer;
v_result jsonb;
BEGIN
SELECT COALESCE(MAX(invoice_number::integer), 0) + 1
INTO v_invoice_number
FROM invoices
WHERE user_id = (p_invoice->>'user_id')::uuid;
INSERT INTO invoices (
user_id, customer_id, invoice_number, invoice_date, due_date,
status, currency, exchange_rate, exchange_rate_date,
subtotal, vat_amount, total,
subtotal_sek, vat_amount_sek, total_sek,
vat_treatment, vat_rate, moms_ruta,
your_reference, our_reference, notes,
reverse_charge_text
) VALUES (
(p_invoice->>'user_id')::uuid,
(p_invoice->>'customer_id')::uuid,
v_invoice_number::text,
(p_invoice->>'invoice_date')::date,
(p_invoice->>'due_date')::date,
COALESCE(p_invoice->>'status', 'draft'),
COALESCE(p_invoice->>'currency', 'SEK'),
(p_invoice->>'exchange_rate')::numeric,
(p_invoice->>'exchange_rate_date')::date,
(p_invoice->>'subtotal')::numeric,
(p_invoice->>'vat_amount')::numeric,
(p_invoice->>'total')::numeric,
(p_invoice->>'subtotal_sek')::numeric,
(p_invoice->>'vat_amount_sek')::numeric,
(p_invoice->>'total_sek')::numeric,
p_invoice->>'vat_treatment',
(p_invoice->>'vat_rate')::numeric,
p_invoice->>'moms_ruta',
p_invoice->>'your_reference',
p_invoice->>'our_reference',
p_invoice->>'notes',
p_invoice->>'reverse_charge_text'
) RETURNING id INTO v_invoice_id;
INSERT INTO invoice_items (invoice_id, sort_order, description, quantity, unit, unit_price, line_total)
SELECT
v_invoice_id,
(item->>'sort_order')::integer,
item->>'description',
(item->>'quantity')::numeric,
item->>'unit',
(item->>'unit_price')::numeric,
(item->>'line_total')::numeric
FROM jsonb_array_elements(p_items) AS item;
SELECT jsonb_build_object(
'id', i.id,
'invoice_number', i.invoice_number,
'invoice_date', i.invoice_date,
'due_date', i.due_date,
'status', i.status,
'currency', i.currency,
'exchange_rate', i.exchange_rate,
'subtotal', i.subtotal,
'vat_amount', i.vat_amount,
'total', i.total,
'subtotal_sek', i.subtotal_sek,
'vat_amount_sek', i.vat_amount_sek,
'total_sek', i.total_sek,
'vat_treatment', i.vat_treatment,
'vat_rate', i.vat_rate,
'moms_ruta', i.moms_ruta,
'your_reference', i.your_reference,
'our_reference', i.our_reference,
'notes', i.notes,
'reverse_charge_text', i.reverse_charge_text,
'customer', jsonb_build_object('id', c.id, 'name', c.name),
'items', (
SELECT jsonb_agg(jsonb_build_object(
'id', ii.id,
'sort_order', ii.sort_order,
'description', ii.description,
'quantity', ii.quantity,
'unit', ii.unit,
'unit_price', ii.unit_price,
'line_total', ii.line_total
) ORDER BY ii.sort_order)
FROM invoice_items ii WHERE ii.invoice_id = v_invoice_id
)
)
INTO v_result
FROM invoices i
LEFT JOIN customers c ON c.id = i.customer_id
WHERE i.id = v_invoice_id;
RETURN v_result;
END;
$function$;
-- seed_asset_categories
CREATE OR REPLACE FUNCTION public.seed_asset_categories(p_user_id uuid)
RETURNS void
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path TO 'public'
AS $function$
begin
if exists (select 1 from public.asset_categories where user_id = p_user_id) then
return;
end if;
insert into public.asset_categories (user_id, code, name, asset_account, depreciation_account, expense_account, default_useful_life_months, default_depreciation_method, is_system)
values
(p_user_id, 'BYGGNADER', 'Byggnader', '1110', '1119', '7820', 600, 'straight_line', true),
(p_user_id, 'MASKINER', 'Maskiner och tekniska anläggningar', '1210', '1219', '7831', 60, 'straight_line', true),
(p_user_id, 'INVENTARIER', 'Inventarier', '1220', '1229', '7832', 60, 'straight_line', true),
(p_user_id, 'FORDON', 'Fordon', '1240', '1249', '7834', 60, 'straight_line', true),
(p_user_id, 'DATORER', 'Datorer och IT-utrustning','1250', '1259', '7833', 36, 'straight_line', true),
(p_user_id, 'IMMATERIELLA', 'Immateriella tillgångar', '1010', '1019', '7810', 60, 'straight_line', true);
end;
$function$;
-- update_reconciliation_session_counts (trigger function)
CREATE OR REPLACE FUNCTION public.update_reconciliation_session_counts()
RETURNS trigger
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path TO 'public'
AS $function$
begin
update public.bank_reconciliation_sessions
set
matched_count = (
select count(*) from public.bank_reconciliation_items
where session_id = coalesce(new.session_id, old.session_id)
and is_reconciled = true
),
unmatched_count = (
select count(*) from public.bank_reconciliation_items
where session_id = coalesce(new.session_id, old.session_id)
and is_reconciled = false
),
total_transactions = (
select count(*) from public.bank_reconciliation_items
where session_id = coalesce(new.session_id, old.session_id)
)
where id = coalesce(new.session_id, old.session_id);
return coalesce(new, old);
end;
$function$;