feat(skattekonto): bulk Bokför + inline single-row booking (fewer clicks) (#1535)

* feat(skattekonto): bulk Bokför and inline single-row booking Booking a year of skattekonto events took 6 clicks per row (list, Bokför, review page, Bokför, confirm, navigate back), even for a +1 kr intäktsränta row. - GET /skattekonto/transaktioner now attaches a deterministic booking_suggestion per unbooked row (one hoisted skattekonto_rules + entity_type fetch via the new attachBookingSuggestions), shown as muted text on the inbox row ('Bokförs mot 8314 ...'). - New POST /skattekonto/transaktioner/bokfor-batch (Zod, max 200 ids): sequential draft+commit per row server-side (no orphan drafts), per-row results, never aborts on a row failure. Commit attribution: bulk_accept for real batches, user_accept for the one-row inline flow. A failed commit keeps the linked draft (degrades to the old review flow). - Inbox: hover-reveal checkboxes on eligible SKV rows (suggestion present, no duplicate hint, unbooked, genomförd), separate skvSelectedIds set, bulkbar 'Bokför valda (N)' with ONE summary ConfirmationDialog grouped by suggestion with per-group sums, chunked batchProgress, ONE aggregate toast, local state patch with exit animation. - Single-row: new SkattekontoBookDialog (dynamic import) replaces the draft-then-window.location detour on both /transactions and /skattekonto; 'Öppna som utkast' keeps the old draft path via router.push. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(skattekonto): batch booking guards for unsettled rows, double-post race and locked periods - reject status != booked rows in the batch flow with NOT_SETTLED before any draft exists (server no longer trusts client eligibility); the single-row draft endpoint keeps its behaviour - make the journal_entry_id backlink a conditional claim (update where journal_entry_id is null, select affected rows): zero affected rows maps to ALREADY_BOOKED and commitEntry only runs after a won claim, so two concurrent submissions can no longer double-post the same row - detect the period-lock trigger signature in the batch catch and map it to PERIOD_LOCKED with Swedish text instead of UNKNOWN with raw DB output - SkattekontoBookDialog: rows with no matched rule no longer get the guaranteed-422 draft CTA; they route to the existing match flow and to manual verifikat creation in /bookkeeping - pass an explicit skv_book_dialog.commit_warning key for the direct-commit warning instead of ConfirmationDialog's hardcoded default Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-12 21:00:57 +02:00
parent 7cf0e34434
commit dea5e31756
13 changed files with 1884 additions and 156 deletions
@@ -3227,7 +3227,27 @@
    "link_to_voucher": "Link to voucher",
    "book_anyway": "Post anyway",
    "book": "Post",
-    "match_to_voucher": "Match to voucher"
+    "match_to_voucher": "Match to voucher",
+    "suggestion_line": "Posts to {account}",
+    "select_row": "Select tax account event"
+  },
+  "skv_book_dialog": {
+    "title": "Post tax account event",
+    "event_label": "Event",
+    "date_label": "Date",
+    "amount_label": "Amount",
+    "posting_label": "Posting",
+    "posting_value": "1630 against {account}",
+    "no_rule_matched": "No booking rule matched this event. Match it to an existing voucher, or create the voucher manually in Bookkeeping.",
+    "confirm_book": "Post",
+    "open_draft": "Open as draft",
+    "match_cta": "Match to voucher",
+    "manual_create_cta": "Create voucher manually",
+    "commit_warning": "A voucher will be created and cannot be changed afterwards.",
+    "draft_created_title": "Draft created",
+    "draft_created_description": "Review and post the voucher in Bookkeeping.",
+    "book_failed": "Could not post",
+    "commit_failed_title": "Draft created but not posted"
  },
  "tx_form": {
    "date_required": "Date is required",
@@ -5325,6 +5345,25 @@
    "batch_select_all": "Select all ({count})",
    "batch_clear": "Clear selection",
    "batch_progress": "Booking {done} of {total}…",
+    "batch_skv_book": "Post selected ({count})",
+    "skv_booked_title": "Posted",
+    "skv_booked_description": "Voucher {voucher} was created.",
+    "skv_booked_show": "Show voucher",
+    "skv_bulk_title": "Post {count, plural, one {1 tax account event} other {# tax account events}}",
+    "skv_bulk_confirm": "Post",
+    "skv_bulk_warning": "{count, plural, one {One voucher will be created and cannot be changed afterwards.} other {# vouchers will be created and cannot be changed afterwards.}}",
+    "skv_bulk_group": "{count} × {label} → {account}",
+    "skv_bulk_total": "Total {count, plural, one {1 event} other {# events}}",
+    "skv_bulk_done_title": "Done",
+    "skv_bulk_done_description": "{count, plural, one {1 tax account event posted} other {# tax account events posted}}",
+    "skv_bulk_partial_title": "Partially done",
+    "skv_bulk_partial_ok": "{count} posted",
+    "skv_err_period_locked": "locked period",
+    "skv_err_no_counter_account": "no counter account",
+    "skv_err_already_booked": "already posted",
+    "skv_err_not_settled": "not settled yet",
+    "skv_err_commit_failed": "draft created, not posted",
+    "skv_err_other": "failed",
    "mode_all": "All",
    "footer_to_handle": "{count, plural, =0 {Nothing to handle} =1 {1 to handle} other {# to handle}}"
  },
@@ -6902,6 +6941,9 @@
    "action_match": "Match",
    "action_book": "Book",
    "action_booking": "Booking…",
+    "booked_toast_title": "Posted",
+    "booked_toast_description": "Voucher {voucher} was created.",
+    "booked_toast_show": "Show voucher",
    "payment_title": "Payment details",
    "payment_description": "The charge on {date} is {charge}.",
    "payment_bankgiro_label": "Bankgiro (Skatteverket)",
@@ -3227,7 +3227,27 @@
    "link_to_voucher": "Koppla till verifikat",
    "book_anyway": "Bokför ändå",
    "book": "Bokför",
-    "match_to_voucher": "Matcha mot verifikat"
+    "match_to_voucher": "Matcha mot verifikat",
+    "suggestion_line": "Bokförs mot {account}",
+    "select_row": "Välj skattekontohändelse"
+  },
+  "skv_book_dialog": {
+    "title": "Bokför skattekontohändelse",
+    "event_label": "Händelse",
+    "date_label": "Datum",
+    "amount_label": "Belopp",
+    "posting_label": "Kontering",
+    "posting_value": "1630 mot {account}",
+    "no_rule_matched": "Ingen bokföringsregel matchade händelsen. Matcha den mot ett befintligt verifikat, eller skapa verifikatet manuellt i Bokföring.",
+    "confirm_book": "Bokför",
+    "open_draft": "Öppna som utkast",
+    "match_cta": "Matcha mot verifikat",
+    "manual_create_cta": "Skapa verifikat manuellt",
+    "commit_warning": "En verifikation skapas och kan inte ändras efteråt.",
+    "draft_created_title": "Utkast skapat",
+    "draft_created_description": "Granska och bokför verifikatet i Bokföring.",
+    "book_failed": "Kunde inte bokföra",
+    "commit_failed_title": "Utkast skapat men inte bokfört"
  },
  "tx_form": {
    "date_required": "Datum krävs",
@@ -5325,6 +5345,25 @@
    "batch_select_all": "Markera alla ({count})",
    "batch_clear": "Avmarkera",
    "batch_progress": "Bokför {done} av {total}…",
+    "batch_skv_book": "Bokför valda ({count})",
+    "skv_booked_title": "Bokförd",
+    "skv_booked_description": "Verifikat {voucher} skapades.",
+    "skv_booked_show": "Visa verifikat",
+    "skv_bulk_title": "Bokför {count, plural, one {1 skattekontohändelse} other {# skattekontohändelser}}",
+    "skv_bulk_confirm": "Bokför",
+    "skv_bulk_warning": "{count, plural, one {En verifikation skapas och kan inte ändras efteråt.} other {# verifikationer skapas och kan inte ändras efteråt.}}",
+    "skv_bulk_group": "{count} × {label} → {account}",
+    "skv_bulk_total": "Totalt {count, plural, one {1 händelse} other {# händelser}}",
+    "skv_bulk_done_title": "Klart",
+    "skv_bulk_done_description": "{count, plural, one {1 skattekontohändelse bokförd} other {# skattekontohändelser bokförda}}",
+    "skv_bulk_partial_title": "Delvis klart",
+    "skv_bulk_partial_ok": "{count} bokförda",
+    "skv_err_period_locked": "låst period",
+    "skv_err_no_counter_account": "saknar motkonto",
+    "skv_err_already_booked": "redan bokförd",
+    "skv_err_not_settled": "ännu inte genomförd",
+    "skv_err_commit_failed": "utkast skapat, ej bokfört",
+    "skv_err_other": "misslyckades",
    "mode_all": "Alla",
    "footer_to_handle": "{count, plural, =0 {Inget att hantera} =1 {1 att hantera} other {# att hantera}}"
  },
@@ -6902,6 +6941,9 @@
    "action_match": "Matcha",
    "action_book": "Bokför",
    "action_booking": "Bokför…",
+    "booked_toast_title": "Bokförd",
+    "booked_toast_description": "Verifikat {voucher} skapades.",
+    "booked_toast_show": "Visa verifikat",
    "payment_title": "Betalningsuppgifter",
    "payment_description": "Dragningen {date} är {charge}.",
    "payment_bankgiro_label": "Bankgiro (Skatteverket)",