Files
accounted/app/(dashboard)/transactions/page.tsx
T
MattssonandClaude Opus 4.8 9ed0b9515a Fix/invoice booking vat fixes (#778)
* feat(invoices): add Plusgiro input to bank details settings

Plusgiro was already persisted, validated by the API schema, rendered on
the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI
had no field to enter the number, so plusgiro-only users could not fill
it in. Add the input next to Bankgiro with Luhn validation and hyphen
formatting, include it in the save payload (normalised on save so raw
digits still match the dashed schema format), and add sv/en strings.

Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips

Two user-reported bugs:

- PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and
  fell back to the customer-driven 25% rate, so a non-momsregistrerad seller
  saw VAT in the review step even though the created invoice books none. Mirror
  the server-side write gate (build-invoice-write.ts): force 0% when
  vat_registered is false (delivery notes excepted).

- InfoTooltip rendered TooltipContent without a Portal, so tooltips were
  clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice
  journal-entry review. Wrap in TooltipPrimitive.Portal.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(transactions): book library mall from its literal lines, not a lossy fallback

Booking a bank transaction with a user-created booking-template (mall) via the
convertible "QuickReview" fast path reduced the template to a single category +
one account_override, silently discarding the chosen debit/credit. A
kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930),
or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the
direction inferred from the business/settlement line tags, so visually-identical
templates produced different verifikationer.

Route every library template through the journal-entry editor (applyTemplate ->
/book), which posts the literal lines, regardless of convertibility. Add
regression tests locking the contract.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(bookkeeping): make the booking-time duplicate guard bypassable

TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but
the UI dead-ended on a toast with no way to do so. Add a shared
DuplicateBookingDialog that surfaces the already-booked sibling and lets the
user review it or book anyway (force bound to the reviewed candidate, which
the server re-detects so a stale id cannot wave the guard away).

- Wire the dialog into the /transactions categorize flow and the manual
  booking dialog (JournalEntryForm -> /api/transactions/[id]/book)
- Bind the override to expected_duplicate_transaction_id OR
  expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice,
  salary run) can be confirmed too
- Extend the guard to the pending-operations commit path and the MCP server
- Tests for book/categorize routes, detection, and the commit guard

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path

The web /book and /categorize routes append a durable
BankTransactionDuplicateDismissed event when a user books over a detected
possible double-booking. The agent commit path (commitCategorizeTransaction,
commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true,
leaving no behandlingshistorik — an auditor could not reconstruct why the
duplicate was allowed (BFNAR 2013:2 kap 8).

When allow_duplicate=true, re-detect the candidate and append the dismissal
event (BankTransactionDuplicateDismissed for the bank-line path,
InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging
failure never blocks a legitimate booking. Payloads stay PII-safe (ids,
amounts, dates only — no customer or merchant name).

Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds
expected_duplicate_journal_entry_id, not candidate.transaction_id, so the
systemdokumentation matches the actual control (BFL 7 kap).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests

The gnubok_categorize_transaction tool runs the booking-time duplicate guard
before staging; its detection queries consumed the queued supabase mock
results, so the staging assertions saw a thrown duplicate error instead of a
staged op. Mock detectBookingDuplicate to "no duplicate" since these tests
don't exercise that path.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(transactions): use roundOre for duplicate-guard öre rounding

Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the
booking-time duplicate guard (detection lib, commit executor, MCP categorize
tool), satisfying the no-new-antipatterns ratchet guard.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 15:54:35 +02:00

2615 lines
104 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo, useRef } from 'react'
import { AnimatePresence } from 'framer-motion'
import { useSearchParams } from 'next/navigation'
import { useTranslations } from 'next-intl'
import { createClient } from '@/lib/supabase/client'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { ToastAction } from '@/components/ui/toast'
import { DestructiveConfirmDialog, useDestructiveConfirm } from '@/components/ui/destructive-confirm-dialog'
import { DataList, DataListHeader, DataListEmpty } from '@/components/ui/data-list'
import { Input } from '@/components/ui/input'
import { Skeleton } from '@/components/ui/skeleton'
import {
DropdownMenu,
DropdownMenuTrigger,
DropdownMenuContent,
DropdownMenuRadioGroup,
DropdownMenuRadioItem,
} from '@/components/ui/dropdown-menu'
import { ChevronDown, EyeOff, Layers, Search, Trash2, X } from 'lucide-react'
import TransactionForm from '@/components/transactions/TransactionForm'
import BatchCategorySelector from '@/components/transactions/BatchCategorySelector'
import TransactionStatusBar from '@/components/transactions/TransactionStatusBar'
import BankSyncStatusChip from '@/components/transactions/BankSyncStatusChip'
import BankSyncNowButton from '@/components/transactions/BankSyncNowButton'
import BankSyncSinceLastVisit from '@/components/transactions/BankSyncSinceLastVisit'
import TransactionInboxCard from '@/components/transactions/TransactionInboxCard'
import TransactionHistoryList from '@/components/transactions/TransactionHistoryList'
import InboxZeroState from '@/components/transactions/InboxZeroState'
import SkattekontoInboxCard from '@/components/transactions/SkattekontoInboxCard'
import { SkattekontoMatchDialog } from '@/components/skattekonto/SkattekontoMatchDialog'
import InvoiceMatchDialog from '@/components/transactions/InvoiceMatchDialog'
import { MatchVoucherDialog } from '@/components/transactions/MatchVoucherDialog'
import InvoicePicker from '@/components/transactions/InvoicePicker'
import SupplierInvoicePicker from '@/components/transactions/SupplierInvoicePicker'
import MatchAllocationDialog from '@/components/transactions/MatchAllocationDialog'
import BulkBookDialog from '@/components/transactions/BulkBookDialog'
import TransactionBookingDialog from '@/components/transactions/TransactionBookingDialog'
import TransactionAttachDocumentDialog from '@/components/transactions/TransactionAttachDocumentDialog'
import QuickReviewDialog from '@/components/transactions/QuickReviewDialog'
import EditTransactionTitleDialog from '@/components/transactions/EditTransactionTitleDialog'
import DuplicateBookingDialog from '@/components/transactions/DuplicateBookingDialog'
import TemplatePicker from '@/components/transactions/TemplatePicker'
import { getDefaultAccountForCategory, getDefaultVatTreatmentForCategory } from '@/lib/bookkeeping/category-mapping'
import { getTemplateById, type BookingTemplate } from '@/lib/bookkeeping/booking-templates'
import { isCounterpartyTemplateId, extractCounterpartyId } from '@/lib/bookkeeping/counterparty-templates'
import { isLibraryTemplateId } from '@/lib/bookkeeping/template-library'
import type { TransactionWithInvoice, ViewMode, CategorizeHandler } from '@/components/transactions/transaction-types'
import type {
SkattekontoTransactionWithSuggestion,
StoredSkattekontoTransaction,
} from '@/types/skatteverket'
import { findBankSkvCounterparts } from '@/lib/skatteverket/bank-counterpart'
import { useCompany } from '@/contexts/CompanyContext'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency, formatDate } from '@/lib/utils'
import type { TransactionCategory, CreateTransactionInput, Invoice, Customer, SupplierInvoice, Supplier, VatTreatment, EntityType, LinePatternEntry, BookingTemplateLibrary } from '@/types'
import type { SuggestedTemplate } from '@/lib/transactions/category-suggestions'
import { isImportedTransaction } from '@/lib/transactions/origin'
import { computeJeUnderlagStatus, type JeUnderlagStatus } from '@/lib/transactions/underlag-status'
type InvoiceWithCustomer = Invoice & { customer?: Customer }
type SupplierInvoiceWithSupplier = SupplierInvoice & { supplier?: Supplier }
function buildInvoiceMap(rows: InvoiceWithCustomer[] | null): Record<string, InvoiceWithCustomer> {
if (!rows) return {}
return rows.reduce<Record<string, InvoiceWithCustomer>>((acc, inv) => {
acc[inv.id] = inv
return acc
}, {})
}
function buildSupplierInvoiceMap(
rows: SupplierInvoiceWithSupplier[] | null,
): Record<string, SupplierInvoiceWithSupplier> {
if (!rows) return {}
return rows.reduce<Record<string, SupplierInvoiceWithSupplier>>((acc, inv) => {
acc[inv.id] = inv
return acc
}, {})
}
interface QuickReviewState {
transaction: TransactionWithInvoice
category: TransactionCategory
label: string
template: BookingTemplate | null
templateId: string | undefined
linePattern: LinePatternEntry[] | null
}
export default function TransactionsPage() {
const { company } = useCompany()
const t = useTranslations('transactions')
const [transactions, setTransactions] = useState<TransactionWithInvoice[]>([])
const [isLoading, setIsLoading] = useState(true)
const [mode, setMode] = useState<ViewMode>('inbox')
const [isDialogOpen, setIsDialogOpen] = useState(false)
const [isCreating, setIsCreating] = useState(false)
const [templateSuggestions, setTemplateSuggestions] = useState<Record<string, SuggestedTemplate[]>>({})
const [processingId, setProcessingId] = useState<string | null>(null)
const [searchTerm, setSearchTerm] = useState('')
// Batch mode
const [isBatchMode, setIsBatchMode] = useState(false)
const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set())
const [showBatchSelector, setShowBatchSelector] = useState(false)
const [batchProgress, setBatchProgress] = useState<{ done: number; total: number } | null>(null)
// Invoice match dialog
const [matchDialogOpen, setMatchDialogOpen] = useState(false)
const [selectedTransaction, setSelectedTransaction] = useState<TransactionWithInvoice | null>(null)
const [isConfirmingMatch, setIsConfirmingMatch] = useState(false)
// Booking dialog (journal entry form)
const [bookingDialogOpen, setBookingDialogOpen] = useState(false)
const [bookingDialogTransaction, setBookingDialogTransaction] = useState<TransactionWithInvoice | null>(null)
const [bookingDialogTemplate, setBookingDialogTemplate] = useState<BookingTemplateLibrary | null>(null)
// Attach-underlag dialog (tx→doc mirror of the Documents view's matcher)
const [attachDocTx, setAttachDocTx] = useState<TransactionWithInvoice | null>(null)
// Underlag status per booked journal_entry_id — drives the per-row
// "Underlag"/"Underlag saknas" badges in history view.
const [jeUnderlagStatus, setJeUnderlagStatus] = useState<Record<string, JeUnderlagStatus>>({})
// JE ids already requested (in-flight or done) so the enrichment effect
// never refetches on unrelated transactions-state changes.
const requestedJeIdsRef = useRef<{ companyId: string | null; ids: Set<string> }>({
companyId: null,
ids: new Set(),
})
// Template picker dialog
const [templatePickerOpen, setTemplatePickerOpen] = useState(false)
const [templatePickerTransaction, setTemplatePickerTransaction] = useState<TransactionWithInvoice | null>(null)
// Invoice picker dialog (manual match)
const [invoicePickerOpen, setInvoicePickerOpen] = useState(false)
const [invoicePickerTransaction, setInvoicePickerTransaction] = useState<TransactionWithInvoice | null>(null)
const [supplierInvoicePickerOpen, setSupplierInvoicePickerOpen] = useState(false)
const [supplierInvoicePickerTransaction, setSupplierInvoicePickerTransaction] = useState<TransactionWithInvoice | null>(null)
const [splitMatchOpen, setSplitMatchOpen] = useState(false)
const [splitMatchTransaction, setSplitMatchTransaction] = useState<TransactionWithInvoice | null>(null)
// "Matcha mot befintlig verifikation" — link a bank tx to an already-booked
// voucher (salary, Fortnox import, manual entry) with no new bokföring.
const [matchVoucherTx, setMatchVoucherTx] = useState<TransactionWithInvoice | null>(null)
const [bulkBookOpen, setBulkBookOpen] = useState(false)
const [isMatchingSupplierFromPicker, setIsMatchingSupplierFromPicker] = useState(false)
const [isMatchingFromPicker, setIsMatchingFromPicker] = useState(false)
// Quick review dialog (suggestion review before booking)
const [quickReviewOpen, setQuickReviewOpen] = useState(false)
const [quickReview, setQuickReview] = useState<QuickReviewState | null>(null)
// Prong B: prompt to match against an open supplier invoice instead of
// categorizing direct to 2440. Triggered by a 409 TX_CATEGORIZE_SUGGEST_SI_MATCH.
const [siMatchSuggestion, setSiMatchSuggestion] = useState<{
transactionId: string
retry: () => Promise<string | null>
candidates: Array<{
supplier_invoice_id: string
invoice_number: string
invoice_date: string
remaining_amount: number
currency: string
supplier_name: string | null
}>
} | null>(null)
const [siMatchProcessing, setSiMatchProcessing] = useState(false)
// Prong B (customer side): prompt to match against an unpaid customer
// invoice instead of categorizing direct to 1510 on an inbound bank tx.
// Triggered by a 409 TX_CATEGORIZE_SUGGEST_CI_MATCH.
const [ciMatchSuggestion, setCiMatchSuggestion] = useState<{
transactionId: string
retry: () => Promise<string | null>
candidates: Array<{
invoice_id: string
invoice_number: string | null
invoice_date: string
remaining_amount: number
currency: string
customer_name: string | null
match_reason: 'ocr_exact' | 'name_amount_fuzzy'
}>
} | null>(null)
const [ciMatchProcessing, setCiMatchProcessing] = useState(false)
// Booking-time duplicate guard (TRANSACTION_BOOK_POSSIBLE_DUPLICATE): the
// server found this affärshändelse already booked — either another booked
// transaction sharing this one's date+amount+bank account, OR an unlinked
// voucher that already books the amount on the bank account (a paid invoice,
// a salary payout). Surface the existing verifikat and let the user book
// anyway — genuinely repeated same-day payments (e.g. identical Swish
// transfers) are legitimate. "Bokför ändå" retries with force bound to the
// reviewed candidate via expected_duplicate_journal_entry_id (present on both
// candidate kinds), which the server re-detects so a stale id can't wave it.
const [duplicateWarning, setDuplicateWarning] = useState<{
transactionId: string
retry: () => Promise<string | null>
candidate: {
transaction_id: string | null
journal_entry_id: string
voucher_label: string
entry_date: string
description: string | null
amount: number
}
} | null>(null)
const [duplicateProcessing, setDuplicateProcessing] = useState(false)
// Entity type for tooltip context
const [entityType, setEntityType] = useState<string>('enskild_firma')
// Pagination
const [hasMore, setHasMore] = useState(false)
const [isLoadingMore, setIsLoadingMore] = useState(false)
// True uncategorized count from DB (not limited by pagination)
const [totalUncategorizedCount, setTotalUncategorizedCount] = useState<number | null>(null)
// Set of transaction IDs that are animating out (just categorized)
const [exitingIds, setExitingIds] = useState<Set<string>>(new Set())
// Skattekonto rows (unmatched, status='booked'). Loaded if the
// Skatteverket extension is enabled and connected. 503/401 → silently
// hidden (extension disabled or user not connected).
const [skvRows, setSkvRows] = useState<SkattekontoTransactionWithSuggestion[]>([])
const [skvProcessingId, setSkvProcessingId] = useState<string | null>(null)
const [skvMatchTarget, setSkvMatchTarget] = useState<StoredSkattekontoTransaction | null>(
null,
)
// Source filter for the merged inbox. Defaults to 'all' so users see
// both sources unless they want to narrow down.
const [sourceFilter, setSourceFilter] = useState<'all' | 'bank' | 'skatteverket'>('all')
const { toast } = useToast()
const { dialogProps: confirmDialogProps, confirm } = useDestructiveConfirm()
// Bank transaction whose title is being edited (null = dialog closed).
const [editTitleTarget, setEditTitleTarget] = useState<TransactionWithInvoice | null>(null)
const supabase = createClient()
const searchParams = useSearchParams()
const highlightId = searchParams.get('highlight')
// Tracks the last highlight target we acted on so re-renders don't re-trigger
// the auto-open every time the user closes the categorize panel.
const handledHighlightRef = useRef<string | null>(null)
// Computed lists
const uncategorizedTransactions = transactions
.filter((t) => t.is_business === null && !t.is_ignored && !exitingIds.has(t.id))
.sort((a, b) => {
const aHasMatch = a.potential_invoice || a.potential_supplier_invoice ? 1 : 0
const bHasMatch = b.potential_invoice || b.potential_supplier_invoice ? 1 : 0
if (aHasMatch !== bHasMatch) return bHasMatch - aHasMatch
return b.date.localeCompare(a.date)
})
// Merged inbox: bank tx + SKV rows interleaved by date. Source filter
// narrows to one side. SKV rows always go after bank rows on the same
// date — bank tx tend to have invoice-match suggestions and we'd rather
// surface those first.
type InboxItem =
| { source: 'bank'; date: string; data: TransactionWithInvoice }
| { source: 'skatteverket'; date: string; data: SkattekontoTransactionWithSuggestion }
const skvUnmatched = skvRows.filter(r => !r.journal_entry_id)
const bankToSkvHints = findBankSkvCounterparts({
bankRows: uncategorizedTransactions.map(t => ({ id: t.id, date: t.date, amount: t.amount })),
skvRows: skvUnmatched,
})
const inboxItems: InboxItem[] = (() => {
const items: InboxItem[] = []
const query = searchTerm.trim().toLowerCase()
if (sourceFilter !== 'skatteverket') {
for (const tx of uncategorizedTransactions) {
if (
query &&
!tx.description?.toLowerCase().includes(query) &&
!tx.date.includes(query) &&
!String(tx.amount).includes(query)
) {
continue
}
items.push({ source: 'bank', date: tx.date, data: tx })
}
}
if (sourceFilter !== 'bank') {
// Inbox only shows SKV rows that need action (no verifikat yet).
for (const r of skvRows) {
if (r.journal_entry_id) continue
if (exitingIds.has(r.id)) continue
if (
query &&
!r.transaktionstext?.toLowerCase().includes(query) &&
!r.transaktionsdatum.includes(query) &&
!String(r.belopp_skatteverket).includes(query)
) {
continue
}
items.push({ source: 'skatteverket', date: r.transaktionsdatum, data: r })
}
}
return items.sort((a, b) => {
if (a.date !== b.date) return b.date.localeCompare(a.date)
// Same date → bank first so invoice-match cards lead.
if (a.source !== b.source) return a.source === 'bank' ? -1 : 1
return 0
})
})()
const transactionsWithMatches = transactions.filter(
(t) =>
(t.potential_invoice && !t.invoice_id) ||
(t.potential_supplier_invoice && !t.supplier_invoice_id),
)
const PAGE_SIZE = 200
async function fetchTransactions() {
if (!company) return
setIsLoading(true)
const [{ data: txData, error: txError }, { count: uncatCount }] = await Promise.all([
supabase
.from('transactions')
.select('*')
.eq('company_id', company.id)
.order('date', { ascending: false })
.limit(PAGE_SIZE),
supabase
.from('transactions')
.select('*', { count: 'exact', head: true })
.eq('company_id', company.id)
.is('is_business', null)
// Same predicate as lib/worklist countUnbookedTransactions — ignored
// rows are handled, not pending.
.eq('is_ignored', false),
])
if (txError) {
toast({ title: t('load_failed_title'), description: t('load_failed_description'), variant: 'destructive' })
setIsLoading(false)
return
}
const rows = txData || []
const potentialInvoiceIds = rows
.filter((t) => t.potential_invoice_id)
.map((t) => t.potential_invoice_id)
const potentialSupplierInvoiceIds = rows
.filter((t) => t.potential_supplier_invoice_id)
.map((t) => t.potential_supplier_invoice_id)
const [invoiceResult, supplierInvoiceResult] = await Promise.all([
potentialInvoiceIds.length > 0
? supabase.from('invoices').select('*, customer:customers(*)').in('id', potentialInvoiceIds)
: Promise.resolve({ data: null }),
potentialSupplierInvoiceIds.length > 0
? supabase.from('supplier_invoices').select('*, supplier:suppliers(*)').in('id', potentialSupplierInvoiceIds)
: Promise.resolve({ data: null }),
])
const invoiceMap = buildInvoiceMap(invoiceResult.data)
const supplierInvoiceMap = buildSupplierInvoiceMap(supplierInvoiceResult.data)
const transactionsWithInvoices: TransactionWithInvoice[] = rows.map((t) => ({
...t,
potential_invoice: t.potential_invoice_id ? invoiceMap[t.potential_invoice_id] : undefined,
potential_supplier_invoice: t.potential_supplier_invoice_id
? supplierInvoiceMap[t.potential_supplier_invoice_id]
: undefined,
}))
setTransactions(transactionsWithInvoices)
setTotalUncategorizedCount(uncatCount ?? 0)
setHasMore(rows.length >= PAGE_SIZE)
setIsLoading(false)
// Fire-and-forget: load SKV rows in parallel with the rest of the
// page. We don't block on this — if the extension is disabled or the
// user isn't connected the response is 503/401 and we just leave the
// SKV section empty.
void loadSkvRows()
}
async function loadSkvRows() {
try {
const res = await fetch('/api/extensions/ext/skatteverket/skattekonto/transaktioner')
if (!res.ok) {
setSkvRows([])
return
}
const json = await res.json()
const booked = (json.data?.booked ?? []) as SkattekontoTransactionWithSuggestion[]
// Keep all booked SKV rows in state — inbox view filters to obokförda
// (journal_entry_id null), history view shows all of them (matched
// and unmatched) interleaved with bank tx by date.
setSkvRows(booked)
} catch {
setSkvRows([])
}
}
async function loadMoreTransactions() {
if (!company) return
setIsLoadingMore(true)
const offset = transactions.length
const { data: txData, error: txError } = await supabase
.from('transactions')
.select('*')
.eq('company_id', company.id)
.order('date', { ascending: false })
.range(offset, offset + PAGE_SIZE - 1)
if (txError || !txData) {
setIsLoadingMore(false)
return
}
setHasMore(txData.length >= PAGE_SIZE)
const potentialInvoiceIds = txData
.filter((t) => t.potential_invoice_id)
.map((t) => t.potential_invoice_id)
const potentialSupplierInvoiceIds = txData
.filter((t) => t.potential_supplier_invoice_id)
.map((t) => t.potential_supplier_invoice_id)
const [invoiceResult, supplierInvoiceResult] = await Promise.all([
potentialInvoiceIds.length > 0
? supabase.from('invoices').select('*, customer:customers(*)').in('id', potentialInvoiceIds)
: Promise.resolve({ data: null }),
potentialSupplierInvoiceIds.length > 0
? supabase.from('supplier_invoices').select('*, supplier:suppliers(*)').in('id', potentialSupplierInvoiceIds)
: Promise.resolve({ data: null }),
])
const invoiceMap = buildInvoiceMap(invoiceResult.data)
const supplierInvoiceMap = buildSupplierInvoiceMap(supplierInvoiceResult.data)
const newTransactions: TransactionWithInvoice[] = txData.map((t) => ({
...t,
potential_invoice: t.potential_invoice_id ? invoiceMap[t.potential_invoice_id] : undefined,
potential_supplier_invoice: t.potential_supplier_invoice_id
? supplierInvoiceMap[t.potential_supplier_invoice_id]
: undefined,
}))
setTransactions((prev) => [...prev, ...newTransactions])
setIsLoadingMore(false)
}
// Underlag-status enrichment for booked rows. Three RLS-scoped reads per
// 150-id chunk (PostgREST .in() URL-length convention, see
// lib/worklist/categories.ts): the JEs' source types, which JEs have a
// current-version document, and which are exempted via
// journal_entry_no_doc_required. Incremental — only fetches JE ids not yet
// requested, so loadMoreTransactions pages are covered without refetching.
// Soft-fails to "no badges" on error.
useEffect(() => {
if (!company) return
if (requestedJeIdsRef.current.companyId !== company.id) {
requestedJeIdsRef.current = { companyId: company.id, ids: new Set() }
setJeUnderlagStatus({})
}
const requested = requestedJeIdsRef.current.ids
const newIds = Array.from(
new Set(
transactions
.map((tx) => tx.journal_entry_id)
.filter((id): id is string => !!id && !requested.has(id)),
),
)
if (newIds.length === 0) return
newIds.forEach((id) => requested.add(id))
const companyId = company.id
;(async () => {
const IN_CLAUSE_CHUNK = 150
const merged: Record<string, JeUnderlagStatus> = {}
for (let i = 0; i < newIds.length; i += IN_CLAUSE_CHUNK) {
const chunk = newIds.slice(i, i + IN_CLAUSE_CHUNK)
const [entriesRes, docsRes, exemptRes] = await Promise.all([
supabase
.from('journal_entries')
.select('id, source_type')
// Same posted-only scope as countVerifikatMissingDocument:
// reversed/corrected entries fall out of the result set and the
// row renders no badge — a storno'd verifikation must never grow
// an "Underlag saknas" attach affordance.
.eq('status', 'posted')
.in('id', chunk)
.eq('company_id', companyId),
supabase
.from('document_attachments')
.select('journal_entry_id')
.in('journal_entry_id', chunk)
.eq('company_id', companyId)
.eq('is_current_version', true),
supabase
.from('journal_entry_no_doc_required')
.select('journal_entry_id')
.in('journal_entry_id', chunk)
.eq('company_id', companyId),
])
// Soft-fail: keep the chunks that already succeeded.
if (entriesRes.error || docsRes.error || exemptRes.error) break
const jeIdsWithDocs = new Set(
(docsRes.data ?? []).map((d) => d.journal_entry_id as string),
)
const exemptIds = new Set(
(exemptRes.data ?? []).map((e) => e.journal_entry_id as string),
)
Object.assign(
merged,
computeJeUnderlagStatus(entriesRes.data ?? [], jeIdsWithDocs, exemptIds),
)
}
// The merge is an idempotent keyed write, so it stays valid across
// unrelated transactions-state changes (booking a row, deletes,
// load-more) — only a company switch invalidates it. No cleanup-based
// cancellation: that would orphan ids already marked as requested.
if (requestedJeIdsRef.current.companyId === companyId && Object.keys(merged).length > 0) {
setJeUnderlagStatus((prev) => ({ ...prev, ...merged }))
}
})()
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [transactions, company])
async function fetchCategorySuggestions(txIds: string[]) {
if (txIds.length === 0) return
try {
const response = await fetch('/api/transactions/suggest-categories', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ transaction_ids: txIds }),
})
if (!response.ok) throw new Error('Failed to fetch suggestions')
const data = await response.json()
if (data.template_suggestions) {
setTemplateSuggestions(data.template_suggestions)
}
} catch {
// Non-critical
}
}
// Fetch transactions and entity type in parallel on mount, then suggestions
useEffect(() => {
let cancelled = false
async function loadAll() {
// Fetch transactions and entity type in parallel
const [, entityRes] = await Promise.all([
fetchTransactions(),
fetch('/api/settings').then(r => r.json()).catch(() => null),
])
if (cancelled) return
if (entityRes?.data?.entity_type) {
setEntityType(entityRes.data.entity_type)
}
}
loadAll()
return () => { cancelled = true }
}, [])
// Scroll the targeted row into view when arriving via
// /transactions?highlight=<id>. Callers are inbox "Öppna transaktionen",
// payment-booking dialog, and supplier-invoice cross-link — all "go look
// at this row", not "start booking". The legacy auto-open-template-picker
// behavior was removed in v5: booking happens in the inbox workspace now.
// Runs once per distinct highlight id so closing/scrolling away doesn't
// re-trigger it.
useEffect(() => {
if (!highlightId) return
if (handledHighlightRef.current === highlightId) return
if (transactions.length === 0) return
const tx = transactions.find((t) => t.id === highlightId)
if (!tx) return
handledHighlightRef.current = highlightId
// Defer the scroll until React has committed the list to the DOM.
// Without rAF the data-tx-id node may not exist yet when this fires
// immediately after fetchTransactions resolves.
requestAnimationFrame(() => {
requestAnimationFrame(() => {
const el = document.querySelector(`[data-tx-id="${tx.id}"]`)
if (el && 'scrollIntoView' in el) {
el.scrollIntoView({ behavior: 'smooth', block: 'center' })
}
})
})
}, [highlightId, transactions])
// Auto-fetch suggestions when transactions load
useEffect(() => {
const uncatIds = transactions
.filter((t) => t.is_business === null)
.map((t) => t.id)
.slice(0, 50)
if (uncatIds.length > 0) {
fetchCategorySuggestions(uncatIds)
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [transactions.length])
const handleCategorize: CategorizeHandler = async (id, isBusiness, category, vatTreatment, accountOverride, templateId, inboxItemId) => {
return runCategorize({ id, isBusiness, category, vatTreatment, accountOverride, templateId, inboxItemId, confirmNoMatch: false })
}
async function runCategorize(args: {
id: string
isBusiness: boolean
category?: TransactionCategory
vatTreatment?: VatTreatment
accountOverride?: string
templateId?: string
inboxItemId?: string
confirmNoMatch: boolean
// Set after the user confirms the booking-time duplicate warning. force
// bypasses the guard; the bypass is bound to the reviewed candidate's
// voucher (journal_entry_id), present on both a sibling-transaction and a
// ledger-only voucher candidate.
force?: boolean
expectedDuplicateJournalEntryId?: string
}): Promise<string | null> {
const { id, isBusiness, category, vatTreatment, accountOverride, templateId, inboxItemId, confirmNoMatch, force, expectedDuplicateJournalEntryId } = args
try {
setProcessingId(id)
const response = await fetch(`/api/transactions/${id}/categorize`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
is_business: isBusiness,
category,
vat_treatment: vatTreatment,
account_override: accountOverride,
template_id: templateId,
inbox_item_id: inboxItemId,
...(confirmNoMatch ? { confirm_no_match: true } : {}),
...(force && expectedDuplicateJournalEntryId
? { force: true, expected_duplicate_journal_entry_id: expectedDuplicateJournalEntryId }
: {}),
}),
})
const result = await response.json()
if (!response.ok) {
if (
result?.error?.code === 'TX_CATEGORIZE_SUGGEST_SI_MATCH' &&
Array.isArray(result.error.details?.candidates)
) {
// Prong B: invite the user to match the open supplier invoice
// instead of booking a plain 2440 categorization that would later
// create a duplicate when they hit "Markera som betald".
setSiMatchSuggestion({
transactionId: id,
retry: () => runCategorize({ ...args, confirmNoMatch: true }),
candidates: result.error.details.candidates,
})
setProcessingId(null)
return null
}
if (
result?.error?.code === 'TX_CATEGORIZE_SUGGEST_CI_MATCH' &&
Array.isArray(result.error.details?.candidates)
) {
// Prong B (customer side): invite the user to match the unpaid
// customer invoice instead of booking a plain 1510 categorization
// that would later create a duplicate.
setCiMatchSuggestion({
transactionId: id,
retry: () => runCategorize({ ...args, confirmNoMatch: true }),
candidates: result.error.details.candidates,
})
setProcessingId(null)
return null
}
if (result?.error?.code === 'TX_CATEGORIZE_INVALID_ACCOUNT') {
// The user picked a library template (or typed an account
// override) whose account isn't in this company's kontoplan.
// Mirror the ACCOUNTS_NOT_IN_CHART flow with a one-click
// "Aktivera och bokför" — pull the BAS name if known so the
// toast carries real context.
// Validate the BAS account number is a plain 4-digit string before
// embedding it in any fetch URL/body — the value comes from the
// server error envelope but defense-in-depth.
const rawAccountNumber: unknown = result.error.details?.accountNumber
const accountNumber: string | undefined =
typeof rawAccountNumber === 'string' && /^\d{4}$/.test(rawAccountNumber)
? rawAccountNumber
: undefined
let displayName = accountNumber ?? ''
if (accountNumber) {
try {
const lookupRes = await fetch(`/api/bookkeeping/accounts/bas-lookup?numbers=${encodeURIComponent(accountNumber)}`)
if (lookupRes.ok) {
const lookup = await lookupRes.json() as { data?: Array<{ account_number: string; account_name: string | null; known?: boolean }> }
const hit = lookup.data?.find((r) => r.account_number === accountNumber)
if (hit?.account_name) displayName = `${accountNumber} — ${hit.account_name}`
}
} catch { /* fall through to the plain number */ }
}
let invalidAccountActivateInFlight = false
toast({
title: 'Kontot finns inte i din kontoplan',
description: accountNumber
? `Kontot ${displayName} är inte aktiverat.`
: 'Kontot är inte aktiverat.',
variant: 'destructive',
action: accountNumber ? (
<ToastAction altText="Aktivera och bokför" onClick={async () => {
if (invalidAccountActivateInFlight) return
invalidAccountActivateInFlight = true
try {
const activateRes = await fetch('/api/bookkeeping/accounts/activate', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ account_numbers: [accountNumber] }),
})
if (!activateRes.ok) {
const errBody = await activateRes.json().catch(() => null)
toast({
title: 'Kunde inte aktivera kontot',
description: getErrorMessage(errBody, { statusCode: activateRes.status }),
variant: 'destructive',
})
return
}
const activateBody = await activateRes.json()
if (Array.isArray(activateBody.unknown) && activateBody.unknown.length > 0) {
toast({
title: 'Kontot finns inte i BAS-planen',
description: `Lägg till ${accountNumber} manuellt under Inställningar → Kontoplan.`,
variant: 'destructive',
})
return
}
await runCategorize(args)
} finally {
invalidAccountActivateInFlight = false
}
}}>
Aktivera och bokför
</ToastAction>
) : undefined,
})
setProcessingId(null)
return null
}
if (result?.error?.code === 'ACCOUNTS_NOT_IN_CHART') {
// The mapped template/category references one or more accounts
// that aren't active in this company's kontoplan. Without an
// inline action the user has to navigate to settings, activate
// each account, and come back — surface a one-click "Aktivera
// och bokför" instead.
const accountNumbers: string[] =
(Array.isArray(result.error.account_numbers) && result.error.account_numbers) ||
(Array.isArray(result.error.details?.account_numbers) && result.error.details.account_numbers) ||
[]
// Synchronous in-flight flag per toast closure: a double-click
// would otherwise fire two activate+categorize pairs, where the
// second categorize races the first's verifikation insert.
let activateInFlight = false
toast({
title: 'Kontot finns inte i din kontoplan',
description: `Bokföringsmallen kräver att följande konton aktiveras: ${accountNumbers.join(', ')}.`,
variant: 'destructive',
action: accountNumbers.length > 0 ? (
<ToastAction altText="Aktivera och bokför" onClick={async () => {
if (activateInFlight) return
activateInFlight = true
try {
const activateRes = await fetch('/api/bookkeeping/accounts/activate', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ account_numbers: accountNumbers }),
})
if (!activateRes.ok) {
const errBody = await activateRes.json().catch(() => null)
toast({
title: 'Kunde inte aktivera konton',
description: getErrorMessage(errBody, { statusCode: activateRes.status }),
variant: 'destructive',
})
return
}
const activateBody = await activateRes.json()
// unknown[] = numbers not in BAS reference at all. Those
// can't be auto-created; tell the user to add them manually.
if (Array.isArray(activateBody.unknown) && activateBody.unknown.length > 0) {
toast({
title: 'Kunde inte hitta alla konton',
description: `Lägg till ${activateBody.unknown.join(', ')} manuellt under Inställningar → Kontoplan.`,
variant: 'destructive',
})
return
}
await runCategorize(args)
} finally {
activateInFlight = false
}
}}>
Aktivera och bokför
</ToastAction>
) : undefined,
})
setProcessingId(null)
return null
}
if (
result?.error?.code === 'TRANSACTION_BOOK_POSSIBLE_DUPLICATE' &&
result.error.details?.candidate
) {
// Booking-time duplicate guard fired. Don't dead-end on a toast that
// merely says "book anyway" with no way to do so — open a dialog with
// the already-booked sibling and let the user confirm. "Bokför ändå"
// re-runs with force bound to this candidate (server re-detects it).
const candidate = result.error.details.candidate as {
transaction_id: string | null
journal_entry_id: string
voucher_label: string
entry_date: string
description: string | null
amount: number
}
setDuplicateWarning({
transactionId: id,
retry: () =>
runCategorize({
...args,
force: true,
expectedDuplicateJournalEntryId: candidate.journal_entry_id,
}),
candidate,
})
setProcessingId(null)
return null
}
toast({
title: 'Kategorisering misslyckades',
description: getErrorMessage(result, { context: 'transaction', statusCode: response.status }),
variant: 'destructive',
})
setProcessingId(null)
return null
}
// Mark as exiting for animation, then update state
setExitingIds((prev) => new Set(prev).add(id))
setTotalUncategorizedCount((prev) => Math.max(0, (prev ?? 1) - 1))
if (result.journal_entry_created) {
toast({
title: 'Bokförd',
action: (
<ToastAction altText="Ångra kategorisering" onClick={async () => {
try {
const undoRes = await fetch(`/api/transactions/${id}/uncategorize`, { method: 'POST' })
if (undoRes.ok) {
setTransactions((prev) =>
prev.map((t) =>
t.id === id
? { ...t, is_business: null, category: null as unknown as TransactionCategory, journal_entry_id: null }
: t
)
)
setTotalUncategorizedCount((prev) => (prev ?? 0) + 1)
toast({ title: t('undone_title'), description: t('undone_description') })
} else {
const errData = await undoRes.json()
toast({
title: 'Kunde inte ångra',
description: getErrorMessage(errData, { context: 'transaction', statusCode: undoRes.status }),
variant: 'destructive',
})
}
} catch {
toast({ title: t('undo_failed_title'), description: t('undo_failed_description'), variant: 'destructive' })
}
}}>
Ångra
</ToastAction>
),
})
} else if (result.journal_entry_error) {
toast({ title: 'Delvis bokförd', description: `Verifikation kunde inte skapas: ${result.journal_entry_error}`, variant: 'destructive' })
} else {
toast({ title: t('partially_booked_title'), description: t('partially_booked_description') })
}
// Update transaction in state after a brief delay for animation
setExitingIds((prev) => new Set(prev).add(id))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === id
? { ...t, is_business: isBusiness, category: result.category, journal_entry_id: result.journal_entry_id }
: t
)
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(id)
return next
})
setProcessingId(null)
}, 350)
return result.journal_entry_id || null
} catch {
toast({ title: t('booking_failed_title'), description: t('booking_failed_description'), variant: 'destructive' })
setProcessingId(null)
return null
}
}
async function handleMatchSuggestedInvoice(transactionId: string, invoiceId: string) {
setCiMatchProcessing(true)
try {
const response = await fetch(`/api/transactions/${transactionId}/match-invoice`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ invoice_id: invoiceId }),
})
const result = await response.json()
if (!response.ok) {
toast({
title: 'Matchning misslyckades',
description: getErrorMessage(result, { context: 'transaction', statusCode: response.status }),
variant: 'destructive',
})
setCiMatchProcessing(false)
return
}
toast({ title: t('customer_invoice_matched_title'), description: t('customer_invoice_matched_description') })
setCiMatchSuggestion(null)
setExitingIds((prev) => new Set(prev).add(transactionId))
setTotalUncategorizedCount((prev) => Math.max(0, (prev ?? 1) - 1))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === transactionId
? {
...t,
invoice_id: invoiceId,
is_business: true,
journal_entry_id: result.journal_entry_id ?? t.journal_entry_id,
}
: t
)
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(transactionId)
return next
})
}, 350)
} catch {
toast({ title: t('match_failed_title'), description: t('match_failed_description_retry'), variant: 'destructive' })
} finally {
setCiMatchProcessing(false)
}
}
async function handleMatchSuggestedSupplierInvoice(transactionId: string, supplierInvoiceId: string) {
setSiMatchProcessing(true)
try {
const response = await fetch(`/api/transactions/${transactionId}/match-supplier-invoice`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ supplier_invoice_id: supplierInvoiceId }),
})
const result = await response.json()
if (!response.ok) {
toast({
title: 'Matchning misslyckades',
description: getErrorMessage(result, { context: 'transaction', statusCode: response.status }),
variant: 'destructive',
})
setSiMatchProcessing(false)
return
}
toast({ title: t('supplier_invoice_matched_title'), description: t('supplier_invoice_matched_description') })
setSiMatchSuggestion(null)
setExitingIds((prev) => new Set(prev).add(transactionId))
setTotalUncategorizedCount((prev) => Math.max(0, (prev ?? 1) - 1))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === transactionId
? {
...t,
supplier_invoice_id: supplierInvoiceId,
is_business: true,
journal_entry_id: result.journal_entry_id ?? t.journal_entry_id,
}
: t
)
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(transactionId)
return next
})
}, 350)
} catch {
toast({ title: t('match_failed_title'), description: t('match_failed_description_retry'), variant: 'destructive' })
} finally {
setSiMatchProcessing(false)
}
}
async function handleIgnoreTransaction(tx: TransactionWithInvoice) {
// Mirrors BankReconciliationView's ignore flow: Ignorera is fully
// reversible, but the row vanishes immediately — confirmation before the
// write plus an Ångra toast gives two recovery affordances. The
// "Ignorerade transaktioner" card on Rapporter → Bankavstämning is the
// standing third.
const ok = await confirm({
title: 'Ignorera transaktionen?',
description: `${tx.description} — ${formatCurrency(tx.amount, tx.currency)} (${formatDate(tx.date)}) försvinner från listan utan att bokföras. Använd bara för poster som inte är affärshändelser, t.ex. dubbletter eller överföringar mellan egna konton — riktiga köp och betalningar ska bokföras. Du kan återställa den under Bankavstämning när som helst.`,
confirmLabel: 'Ignorera',
cancelLabel: 'Avbryt',
variant: 'warning',
})
if (!ok) return
setTemplatePickerOpen(false)
try {
const res = await fetch(`/api/transactions/${tx.id}/ignore`, { method: 'POST' })
const result = await res.json()
if (!res.ok || result.error) {
toast({
title: 'Kunde inte ignorera transaktionen',
description: typeof result.error === 'string' ? result.error : undefined,
variant: 'destructive',
})
return
}
setExitingIds((prev) => new Set(prev).add(tx.id))
setTotalUncategorizedCount((prev) => Math.max(0, (prev ?? 1) - 1))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) => (t.id === tx.id ? { ...t, is_ignored: true } : t))
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(tx.id)
return next
})
}, 350)
toast({
title: 'Transaktionen ignorerad',
description: `${tx.description} — ${formatCurrency(tx.amount, tx.currency)}`,
action: (
<ToastAction altText="Ångra ignorera" onClick={() => void handleUnignoreTransaction(tx.id)}>
Ångra
</ToastAction>
),
})
} catch {
toast({ title: 'Kunde inte ignorera transaktionen', variant: 'destructive' })
}
}
async function handleUnignoreTransaction(transactionId: string) {
try {
const res = await fetch(`/api/transactions/${transactionId}/ignore`, { method: 'DELETE' })
const result = await res.json()
if (!res.ok || result.error) {
toast({ title: 'Kunde inte återställa transaktionen', variant: 'destructive' })
return
}
setTransactions((prev) =>
prev.map((t) => (t.id === transactionId ? { ...t, is_ignored: false } : t))
)
setTotalUncategorizedCount((prev) => (prev ?? 0) + 1)
} catch {
toast({ title: 'Kunde inte återställa transaktionen', variant: 'destructive' })
}
}
async function handleConfirmInvoiceMatch(opts?: {
force?: boolean
expected_journal_entry_id?: string
lines?: Array<{
account_number: string
debit_amount: number
credit_amount: number
line_description?: string
}>
}) {
if (!selectedTransaction) return
const isSupplier = !!selectedTransaction.potential_supplier_invoice
const isCustomer = !!selectedTransaction.potential_invoice
if (!isSupplier && !isCustomer) return
setIsConfirmingMatch(true)
try {
const url = isSupplier
? `/api/transactions/${selectedTransaction.id}/match-supplier-invoice`
: `/api/transactions/${selectedTransaction.id}/match-invoice`
const body: Record<string, unknown> = isSupplier
? { supplier_invoice_id: selectedTransaction.potential_supplier_invoice!.id }
: { invoice_id: selectedTransaction.potential_invoice!.id }
if (!isSupplier && opts?.force) {
body.force = true
// Bind the override to the candidate the user saw in the dialog.
// The server re-detects the candidate and rejects the bypass if
// the id doesn't match, so an empty value here surfaces as a
// clean validation error instead of silently widening the guard.
if (opts.expected_journal_entry_id) {
body.expected_journal_entry_id = opts.expected_journal_entry_id
}
}
// User-edited journal entry rows from the match dialog. Forwarded
// verbatim; the server validates balance and posts via
// createJournalEntry directly. Default routing applies when omitted.
if (opts?.lines && opts.lines.length >= 2) {
body.lines = opts.lines
}
const response = await fetch(url, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
})
const result = await response.json()
if (!response.ok) {
toast({
title: isSupplier ? 'Leverantörsfakturamatchning misslyckades' : 'Fakturamatchning misslyckades',
description: getErrorMessage(result, { context: 'transaction' }),
variant: 'destructive',
})
setIsConfirmingMatch(false)
return
}
const label = isSupplier
? `Leverantörsfaktura ${selectedTransaction.potential_supplier_invoice!.supplier_invoice_number} markerad som betald`
: `Faktura ${selectedTransaction.potential_invoice!.invoice_number} markerad som betald`
toast({ title: isSupplier ? 'Leverantörsfaktura matchad' : 'Faktura matchad', description: label })
setMatchDialogOpen(false)
// Mark as exiting for animation
setExitingIds((prev) => new Set(prev).add(selectedTransaction.id))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === selectedTransaction.id
? isSupplier
? {
...t,
supplier_invoice_id: selectedTransaction.potential_supplier_invoice?.id || null,
potential_supplier_invoice: undefined,
is_business: true,
journal_entry_id: result.journal_entry_id,
}
: {
...t,
invoice_id: selectedTransaction.potential_invoice?.id || null,
potential_invoice_id: null,
potential_invoice: undefined,
is_business: true,
category: 'income_services' as TransactionCategory,
journal_entry_id: result.journal_entry_id,
}
: t
)
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(selectedTransaction.id)
return next
})
setSelectedTransaction(null)
setIsConfirmingMatch(false)
}, 350)
} catch {
toast({ title: t('match_failed_title'), description: t('match_failed_transaction'), variant: 'destructive' })
setIsConfirmingMatch(false)
}
}
async function handleLinkToExistingVoucher(journalEntryId: string) {
if (!selectedTransaction) return
const invoiceId = selectedTransaction.potential_invoice?.id ?? null
setIsConfirmingMatch(true)
try {
const response = await fetch(
`/api/transactions/${selectedTransaction.id}/link-journal-entry`,
{
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
journal_entry_id: journalEntryId,
...(invoiceId ? { invoice_id: invoiceId } : {}),
}),
},
)
const result = await response.json()
if (!response.ok) {
toast({
title: 'Kunde inte koppla till befintlig verifikation',
description: getErrorMessage(result, { context: 'transaction' }),
variant: 'destructive',
})
setIsConfirmingMatch(false)
return
}
const voucherLabel = (result as { voucher_label?: string }).voucher_label ?? ''
toast({
title: 'Bankhändelsen kopplad',
description: voucherLabel
? `Kopplad till verifikation ${voucherLabel}. Ingen ny bokföring skapad.`
: 'Ingen ny bokföring skapad.',
})
setMatchDialogOpen(false)
// Animate out + update local state, same pattern as handleConfirmInvoiceMatch.
setExitingIds((prev) => new Set(prev).add(selectedTransaction.id))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === selectedTransaction.id
? {
...t,
invoice_id: invoiceId,
potential_invoice_id: null,
potential_invoice: undefined,
is_business: true,
journal_entry_id: journalEntryId,
}
: t,
),
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(selectedTransaction.id)
return next
})
setSelectedTransaction(null)
setIsConfirmingMatch(false)
}, 350)
} catch {
toast({
title: 'Koppling misslyckades',
description: t('voucher_link_failed_description'),
variant: 'destructive',
})
setIsConfirmingMatch(false)
}
}
function openMatchVoucherDialog(transaction: TransactionWithInvoice) {
setMatchVoucherTx(transaction)
}
// Called by MatchVoucherDialog after /api/reconciliation/bank/link succeeds.
// The row is now booked (journal_entry_id set, is_business true) so the inbox
// filter drops it — animate it out the same way as the invoice-link path.
function handleVoucherLinked(transactionId: string, journalEntryId: string, voucherLabel: string) {
toast({
title: 'Bankhändelsen kopplad',
description: voucherLabel
? `Kopplad till verifikation ${voucherLabel}. Ingen ny bokföring skapad.`
: 'Ingen ny bokföring skapad.',
})
setMatchVoucherTx(null)
setExitingIds((prev) => new Set(prev).add(transactionId))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === transactionId
? { ...t, is_business: true, journal_entry_id: journalEntryId }
: t,
),
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(transactionId)
return next
})
}, 350)
}
async function handleMatchInvoice(transactionId: string, invoiceId: string): Promise<boolean> {
try {
const response = await fetch(`/api/transactions/${transactionId}/match-invoice`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ invoice_id: invoiceId }),
})
const result = await response.json()
if (!response.ok) {
toast({ title: 'Fakturamatchning misslyckades', description: getErrorMessage(result, { context: 'transaction' }), variant: 'destructive' })
return false
}
const transaction = transactions.find((t) => t.id === transactionId)
const invoiceNumber = transaction?.potential_invoice?.invoice_number || ''
setTransactions((prev) =>
prev.map((t) =>
t.id === transactionId
? {
...t,
invoice_id: invoiceId,
potential_invoice_id: null,
potential_invoice: undefined,
is_business: true,
category: 'income_services' as TransactionCategory,
journal_entry_id: result.journal_entry_id,
}
: t
)
)
toast({ title: 'Faktura matchad', description: `Faktura ${invoiceNumber} markerad som betald` })
return true
} catch {
toast({ title: t('match_failed_title'), description: t('match_failed_with_invoice'), variant: 'destructive' })
return false
}
}
function handleSelectInvoiceFromPicker(invoice: Invoice & { customer?: Customer }) {
if (!invoicePickerTransaction) return
// Don't POST directly from the picker. Route through the confirm dialog
// so the user sees the JE preview (Debet 1930 / Kredit 1510, or the cash
// variant) before the booking is created. Same UX as the auto-suggested
// path. Closes the picker and opens the match dialog with the picked
// invoice attached as potential_invoice.
const tx = invoicePickerTransaction
setInvoicePickerOpen(false)
setInvoicePickerTransaction(null)
setSelectedTransaction({ ...tx, potential_invoice: invoice })
setMatchDialogOpen(true)
}
function handleSelectSupplierInvoiceFromPicker(invoice: SupplierInvoice & { supplier?: Supplier }) {
if (!supplierInvoicePickerTransaction) return
// Route through the confirm dialog so the supplier-side JE preview
// (Debet 2440 / Kredit 1930, or kontant-variant) is shown before commit.
const tx = supplierInvoicePickerTransaction
setSupplierInvoicePickerOpen(false)
setSupplierInvoicePickerTransaction(null)
setSelectedTransaction({ ...tx, potential_supplier_invoice: invoice })
setMatchDialogOpen(true)
}
function openInvoiceMatchPicker(transaction: TransactionWithInvoice) {
if (transaction.amount >= 0) {
setInvoicePickerTransaction(transaction)
setInvoicePickerOpen(true)
} else {
setSupplierInvoicePickerTransaction(transaction)
setSupplierInvoicePickerOpen(true)
}
}
function openSplitMatchDialog(transaction: TransactionWithInvoice) {
setSplitMatchTransaction(transaction)
setSplitMatchOpen(true)
}
// Selected-tx derivation for bulk-book eligibility.
// The action bar shows "Bokför i klump" only when ≥2 txs are selected,
// share the same date, and same direction (all income or all expense) —
// matches the RPC's same-day + same-direction invariants so the user
// doesn't submit a guaranteed-fail batch.
const selectedTransactions = useMemo(
() => transactions.filter((t) => selectedIds.has(t.id)),
[transactions, selectedIds],
)
const bulkBookEligible = useMemo(() => {
if (selectedTransactions.length < 2) return false
const first = selectedTransactions[0]!
return selectedTransactions.every(
(t) => t.date === first.date && (t.amount > 0) === (first.amount > 0),
)
}, [selectedTransactions])
async function handleBulkBookSuccess() {
// Animate every selected tx out of the inbox, then refetch and clear
// the selection state. Mirrors the per-tx match success animation.
const ids = Array.from(selectedIds)
setExitingIds((prev) => {
const next = new Set(prev)
for (const id of ids) next.add(id)
return next
})
await fetchTransactions()
setSelectedIds(new Set())
setIsBatchMode(false)
setTimeout(() => {
setExitingIds((prev) => {
const next = new Set(prev)
for (const id of ids) next.delete(id)
return next
})
}, 350)
}
async function handleSplitMatchSuccess() {
if (!splitMatchTransaction) return
const txId = splitMatchTransaction.id
// Mark the tx as exiting to trigger the same removal animation the
// single-match flow uses, then drop it from the inbox once the refetch
// confirms it's booked. Mirrors the pattern at the supplier-invoice
// match success path below.
setExitingIds((prev) => new Set(prev).add(txId))
await fetchTransactions()
setTimeout(() => {
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(txId)
return next
})
}, 350)
}
async function handleCreateTransaction(data: CreateTransactionInput) {
setIsCreating(true)
try {
// Create through the server route so the payload is validated server-side
// (shared CreateTransactionSchema) and the DB CHECK applies — the browser
// client must never be the only guard on a mutation.
const response = await fetch('/api/transactions', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
date: data.date,
description: data.description,
amount: data.amount,
currency: data.currency,
category: data.category,
notes: data.notes,
}),
})
const result = await response.json()
if (!response.ok) {
toast({
title: 'Kunde inte skapa transaktion',
description: getErrorMessage(result, { context: 'transaction', statusCode: response.status }),
variant: 'destructive',
})
return
}
toast({ title: 'Transaktion tillagd', description: `${data.description} har lagts till` })
setTransactions([result.data, ...transactions])
setIsDialogOpen(false)
} catch {
toast({ title: 'Kunde inte skapa transaktion', description: t('booking_failed_description'), variant: 'destructive' })
} finally {
setIsCreating(false)
}
}
async function handleDeleteTransaction(id: string) {
const transaction = transactions.find((t) => t.id === id)
if (!transaction) return
const ok = await confirm({
title: 'Ta bort transaktion',
description: `Är du säker på att du vill ta bort "${transaction.description}"? Åtgärden kan inte ångras.`,
confirmLabel: 'Ta bort',
variant: 'destructive',
})
if (!ok) return
try {
const response = await fetch(`/api/transactions/${id}`, { method: 'DELETE' })
if (!response.ok) {
const result = await response.json()
toast({
title: 'Kunde inte ta bort',
description: getErrorMessage(result, { context: 'transaction' }),
variant: 'destructive',
})
return
}
setTransactions((prev) => prev.filter((t) => t.id !== id))
toast({ title: t('deleted_title'), description: t('deleted_description') })
} catch {
toast({
title: 'Kunde inte ta bort',
description: t('delete_failed_description'),
variant: 'destructive',
})
}
}
function openEditTitleDialog(transaction: TransactionWithInvoice) {
setEditTitleTarget(transaction)
}
// Persist a new title via PATCH. Returns true on success so the dialog can
// close; updates the local list optimistically (description + edited tag).
async function handleSaveTitle(description: string): Promise<boolean> {
const target = editTitleTarget
if (!target) return false
try {
const response = await fetch(`/api/transactions/${target.id}`, {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ description }),
})
const result = await response.json()
if (!response.ok) {
toast({
title: t('edit_title_failed'),
description: getErrorMessage(result, { context: 'transaction' }),
variant: 'destructive',
})
return false
}
const updated = result.data as { description: string; title_edited_at: string | null }
setTransactions((prev) =>
prev.map((tx) =>
tx.id === target.id
? { ...tx, description: updated.description, title_edited_at: updated.title_edited_at }
: tx,
),
)
toast({ title: t('edit_title_saved') })
return true
} catch {
toast({ title: t('edit_title_failed'), variant: 'destructive' })
return false
}
}
async function handleSkvBokfor(row: StoredSkattekontoTransaction) {
setSkvProcessingId(row.id)
try {
const res = await fetch(
`/api/extensions/ext/skatteverket/skattekonto/transaktioner/${row.id}/bokfor`,
{ method: 'POST' },
)
const json = await res.json()
if (!res.ok) {
throw new Error(json.error || 'Bokföring misslyckades')
}
toast({
title: 'Utkast skapat',
description: t('review_in_bookkeeping_description'),
})
window.location.href = `/bookkeeping/${json.data.entry.id}`
} catch (err) {
toast({
title: 'Kunde inte bokföra',
description: err instanceof Error ? err.message : undefined,
variant: 'destructive',
})
} finally {
setSkvProcessingId(null)
}
}
function handleSkvMatched() {
// After a successful match, drop the row from the inbox — it's now
// linked to a verifikat. Trigger an exit animation first.
if (skvMatchTarget) {
const id = skvMatchTarget.id
setExitingIds(prev => new Set(prev).add(id))
setTimeout(() => {
setSkvRows(prev => prev.filter(r => r.id !== id))
setExitingIds(prev => {
const next = new Set(prev)
next.delete(id)
return next
})
}, 350)
}
}
function handleTransactionBooked(
transactionId: string,
journalEntryId: string,
attachedDocumentId?: string | null,
) {
setExitingIds((prev) => new Set(prev).add(transactionId))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) =>
t.id === transactionId
? {
...t,
is_business: true,
journal_entry_id: journalEntryId,
// Existing pin wins — the link route only pins when the tx
// had none (document_id IS NULL guard).
document_id: t.document_id ?? attachedDocumentId ?? null,
}
: t
)
)
setExitingIds((prev) => {
const next = new Set(prev)
next.delete(transactionId)
return next
})
}, 350)
setBookingDialogOpen(false)
setBookingDialogTransaction(null)
setBookingDialogTemplate(null)
toast({ title: 'Bokförd' })
}
function openAttachDocumentDialog(transaction: TransactionWithInvoice) {
setAttachDocTx(transaction)
}
function handleDocumentAttached(transactionId: string, documentId: string) {
setTransactions((prev) =>
prev.map((t) => (t.id === transactionId ? { ...t, document_id: documentId } : t))
)
// Booked row: the attach route propagated the doc onto the verifikation,
// so flip the JE status optimistically too. Read the JE id off the
// dialog's own subject (attachDocTx), not the transactions snapshot —
// the list may have changed (load-more, booking) while the dialog was
// open, and a stale find() would silently skip the badge flip.
const jeId =
attachDocTx?.id === transactionId ? attachDocTx.journal_entry_id : null
if (jeId) {
setJeUnderlagStatus((prev) => ({ ...prev, [jeId]: 'has' }))
}
}
// Batch mode handlers
function toggleBatchSelect(id: string) {
setSelectedIds((prev) => {
const next = new Set(prev)
if (next.has(id)) next.delete(id)
else next.add(id)
return next
})
}
function exitBatchMode() {
setIsBatchMode(false)
setSelectedIds(new Set())
}
async function handleBatchDelete() {
// Only user-created rows can be deleted; imported (bank sync / CSV) rows are
// ignore-only. Split the selection so we never fire a delete the server
// would 409, and tell the user how many were skipped. Mirrors the server
// guard in DELETE /api/transactions/[id].
const selected = Array.from(selectedIds)
const ids: string[] = []
let skippedImported = 0
for (const id of selected) {
const tx = transactions.find((t) => t.id === id)
if (tx && isImportedTransaction(tx)) skippedImported++
else ids.push(id)
}
if (ids.length === 0) {
toast({
title: 'Inget att ta bort',
description: 'De valda transaktionerna är importerade och kan endast ignoreras, inte raderas.',
variant: 'destructive',
})
return
}
const ok = await confirm({
title: `Ta bort ${ids.length} transaktioner?`,
description:
skippedImported > 0
? `${skippedImported} importerade transaktioner hoppas över (kan endast ignoreras). Åtgärden kan inte ångras.`
: 'Åtgärden kan inte ångras.',
confirmLabel: 'Ta bort',
variant: 'destructive',
})
if (!ok) return
const deletedIds = new Set<string>()
setBatchProgress({ done: 0, total: ids.length })
let successes = 0
const failures: string[] = []
for (let i = 0; i < ids.length; i++) {
try {
const response = await fetch(`/api/transactions/${ids[i]}`, { method: 'DELETE' })
if (response.ok) {
successes++
deletedIds.add(ids[i])
} else {
const tx = transactions.find((t) => t.id === ids[i])
failures.push(tx?.description || ids[i])
}
} catch {
failures.push(ids[i])
}
setBatchProgress({ done: i + 1, total: ids.length })
}
if (deletedIds.size > 0) {
setTransactions((prev) => prev.filter((t) => !deletedIds.has(t.id)))
}
setBatchProgress(null)
if (failures.length === 0 && skippedImported === 0) {
toast({ title: 'Klart', description: `${successes} transaktioner borttagna` })
} else {
const parts = [`${successes} borttagna`]
if (failures.length > 0) parts.push(`${failures.length} misslyckades`)
if (skippedImported > 0) parts.push(`${skippedImported} importerade kunde inte raderas`)
toast({
title: 'Delvis klart',
description: parts.join(', '),
variant: 'destructive',
})
}
exitBatchMode()
}
async function handleBatchIgnore() {
const ids = Array.from(selectedIds)
const ok = await confirm({
title: `Ignorera ${ids.length} transaktioner?`,
description: 'Transaktionerna försvinner från listan utan att bokföras. Du kan återställa dem under Bankavstämning.',
confirmLabel: 'Ignorera',
cancelLabel: 'Avbryt',
variant: 'warning',
})
if (!ok) return
const ignoredIds = new Set<string>()
setBatchProgress({ done: 0, total: ids.length })
let successes = 0
const failures: string[] = []
for (let i = 0; i < ids.length; i++) {
try {
const res = await fetch(`/api/transactions/${ids[i]}/ignore`, { method: 'POST' })
if (res.ok) {
successes++
ignoredIds.add(ids[i])
} else {
const tx = transactions.find((t) => t.id === ids[i])
failures.push(tx?.description || ids[i])
}
} catch {
failures.push(ids[i])
}
setBatchProgress({ done: i + 1, total: ids.length })
}
if (ignoredIds.size > 0) {
setExitingIds((prev) => {
const next = new Set(prev)
for (const id of ignoredIds) next.add(id)
return next
})
setTotalUncategorizedCount((prev) => Math.max(0, (prev ?? ignoredIds.size) - ignoredIds.size))
setTimeout(() => {
setTransactions((prev) =>
prev.map((t) => (ignoredIds.has(t.id) ? { ...t, is_ignored: true } : t))
)
setExitingIds((prev) => {
const next = new Set(prev)
for (const id of ignoredIds) next.delete(id)
return next
})
}, 350)
}
setBatchProgress(null)
if (failures.length === 0) {
toast({ title: 'Klart', description: `${successes} transaktioner ignorerade` })
} else {
toast({
title: 'Delvis klart',
description: `${successes} ignorerade, ${failures.length} misslyckades`,
variant: 'destructive',
})
}
exitBatchMode()
}
async function handleBatchCategorize(category: TransactionCategory, vatTreatment?: VatTreatment) {
const ids = Array.from(selectedIds)
setBatchProgress({ done: 0, total: ids.length })
let successes = 0
const failures: string[] = []
for (let i = 0; i < ids.length; i++) {
const result = await handleCategorize(ids[i], true, category, vatTreatment)
if (result) {
successes++
} else {
const tx = transactions.find((t) => t.id === ids[i])
failures.push(tx?.description || ids[i])
}
setBatchProgress({ done: i + 1, total: ids.length })
}
setBatchProgress(null)
setShowBatchSelector(false)
if (failures.length === 0) {
toast({ title: 'Klart', description: `${successes} transaktioner bokförda` })
} else {
toast({
title: 'Delvis klart',
description: `${successes} lyckades, ${failures.length} misslyckades: ${failures.slice(0, 3).join(', ')}${failures.length > 3 ? '...' : ''}`,
variant: 'destructive',
})
}
exitBatchMode()
}
function openMatchDialog(transaction: TransactionWithInvoice) {
setSelectedTransaction(transaction)
setMatchDialogOpen(true)
}
function openCategoryDialog(transaction: TransactionWithInvoice) {
setTemplatePickerTransaction(transaction)
setTemplatePickerOpen(true)
}
function handleTemplateSelected(template: BookingTemplate) {
setTemplatePickerOpen(false)
const tx = templatePickerTransaction
if (!tx) return
// Library templates aren't validated server-side via template_id; the
// template's debit/credit + VAT drive the booking through account_override.
const templateId = isLibraryTemplateId(template.id) ? undefined : template.id
setQuickReview({ transaction: tx, category: template.fallback_category, label: template.name_sv, template, templateId, linePattern: null })
setQuickReviewOpen(true)
}
function handleOpenTemplateReview(transaction: TransactionWithInvoice, templateId: string) {
if (isCounterpartyTemplateId(templateId)) {
const cpSuggestion = templateSuggestions[transaction.id]?.find(ts => ts.template_id === templateId)
if (!cpSuggestion) return
setQuickReview({
transaction,
category: transaction.amount < 0 ? 'expense_other' : 'income_services',
label: cpSuggestion.name_sv,
template: { id: templateId, name_sv: cpSuggestion.name_sv } as BookingTemplate,
templateId: undefined,
linePattern: cpSuggestion.line_pattern ?? null,
})
setQuickReviewOpen(true)
return
}
const template = getTemplateById(templateId)
if (!template) return
setQuickReview({
transaction,
category: template.fallback_category,
label: template.name_sv,
template,
templateId: template.id,
linePattern: null,
})
setQuickReviewOpen(true)
}
function handleChangeTemplate() {
setQuickReviewOpen(false)
if (quickReview?.transaction) {
setTemplatePickerTransaction(quickReview.transaction)
setTemplatePickerOpen(true)
}
}
function handleManualBooking() {
setTemplatePickerOpen(false)
if (templatePickerTransaction) {
setBookingDialogTransaction(templatePickerTransaction)
setBookingDialogTemplate(null)
setBookingDialogOpen(true)
}
}
// Complex (multi-leg or otherwise non-convertible) library template picked
// from the transaction modal — route into the manual booking dialog with
// the template pre-applied against the transaction's amount.
function handlePickLibraryTemplate(raw: BookingTemplateLibrary) {
if (!templatePickerTransaction) return
setBookingDialogTransaction(templatePickerTransaction)
setBookingDialogTemplate(raw)
setTemplatePickerOpen(false)
setBookingDialogOpen(true)
}
async function handleQuickReviewConfirm(
id: string,
category: TransactionCategory,
vatTreatment: VatTreatment | undefined,
accountOverride: string | undefined,
templateId?: string
): Promise<string | null> {
let journalEntryId: string | null
if (!templateId && quickReview?.template?.id && isCounterpartyTemplateId(quickReview.template.id)) {
const cpTemplateId = extractCounterpartyId(quickReview.template.id)
const cpCategorize = async (): Promise<{ ok: boolean; journalEntryId: string | null; result: { error?: { code?: string; account_numbers?: string[]; details?: { account_numbers?: string[] } }; journal_entry_id?: string | null }; status: number }> => {
const r = await fetch(`/api/transactions/${id}/categorize`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ is_business: true, counterparty_template_id: cpTemplateId }),
})
const b = await r.json()
return { ok: r.ok, status: r.status, result: b, journalEntryId: b?.journal_entry_id || null }
}
const { ok: cpOk, status: cpStatus, result, journalEntryId: cpJeId } = await cpCategorize()
if (!cpOk) {
if (result?.error?.code === 'ACCOUNTS_NOT_IN_CHART') {
const accountNumbers: string[] =
(Array.isArray(result.error.account_numbers) && result.error.account_numbers) ||
(Array.isArray(result.error.details?.account_numbers) && result.error.details?.account_numbers) ||
[]
// Synchronous in-flight flag per toast closure — see same pattern
// in runCategorize. Double-click on the counterparty-template
// retry would race the second cpCategorize against the first's
// verifikation insert.
let activateInFlight = false
toast({
title: 'Kontot finns inte i din kontoplan',
description: `Motpartsmallen kräver att följande konton aktiveras: ${accountNumbers.join(', ')}.`,
variant: 'destructive',
action: accountNumbers.length > 0 ? (
<ToastAction altText="Aktivera och bokför" onClick={async () => {
if (activateInFlight) return
activateInFlight = true
try {
const activateRes = await fetch('/api/bookkeeping/accounts/activate', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ account_numbers: accountNumbers }),
})
if (!activateRes.ok) {
const errBody = await activateRes.json().catch(() => null)
toast({ title: 'Kunde inte aktivera konton', description: getErrorMessage(errBody, { statusCode: activateRes.status }), variant: 'destructive' })
return
}
const activateBody = await activateRes.json()
if (Array.isArray(activateBody.unknown) && activateBody.unknown.length > 0) {
toast({ title: 'Kunde inte hitta alla konton', description: `Lägg till ${activateBody.unknown.join(', ')} manuellt under Inställningar → Kontoplan.`, variant: 'destructive' })
return
}
const retry = await cpCategorize()
// Gate on retry.ok alone: a 200 with null journal_entry_id
// is allowed by the declared type (e.g. already-categorized
// flag flip), and showing "Kategorisering misslyckades"
// after the server returned success is misleading. The state
// update conditionally writes the journal_entry_id when it's
// actually present.
if (retry.ok) {
setExitingIds((prev) => new Set(prev).add(id))
setTransactions((prev) =>
prev.map((t) =>
t.id === id
? { ...t, is_business: true, ...(retry.journalEntryId ? { journal_entry_id: retry.journalEntryId } : {}) }
: t
)
)
toast({ title: 'Bokförd' })
} else {
toast({ title: 'Kategorisering misslyckades', description: getErrorMessage(retry.result, { context: 'transaction', statusCode: retry.status }), variant: 'destructive' })
}
} finally {
activateInFlight = false
}
}}>
Aktivera och bokför
</ToastAction>
) : undefined,
})
} else {
toast({ title: 'Kategorisering misslyckades', description: getErrorMessage(result, { context: 'transaction', statusCode: cpStatus }), variant: 'destructive' })
}
// Close the review dialog on hard errors — the toast (with action if
// ACCOUNTS_NOT_IN_CHART) carries the message and the recovery path.
setQuickReviewOpen(false)
setQuickReview(null)
return null
}
setExitingIds((prev) => new Set(prev).add(id))
journalEntryId = cpJeId
} else {
journalEntryId = await handleCategorize(id, true, category, vatTreatment, accountOverride, templateId)
}
// Always close — whether the server created a verifikation, returned a
// structured 4xx (ACCOUNTS_NOT_IN_CHART, INVALID_MAPPING, …), or hit a
// partial-success path. The toast from runCategorize already communicates
// the outcome; keeping the dialog open serves no purpose.
setQuickReviewOpen(false)
setQuickReview(null)
return journalEntryId
}
return (
<div className="space-y-6">
{/* Status bar */}
<TransactionStatusBar
uncategorizedCount={totalUncategorizedCount ?? uncategorizedTransactions.length}
invoiceMatchCount={transactionsWithMatches.length}
mode={mode}
onOpenCreateDialog={() => setIsDialogOpen(true)}
isBatchMode={isBatchMode}
onToggleBatchMode={() => (isBatchMode ? exitBatchMode() : setIsBatchMode(true))}
/>
<div className="flex flex-wrap items-center gap-2">
<BankSyncStatusChip />
<BankSyncNowButton />
</div>
<BankSyncSinceLastVisit />
{/* Search + view dropdown */}
<div className="flex items-center gap-2">
<div className="relative flex-1">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Sök transaktioner…"
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
className="h-9 pl-10"
/>
</div>
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="outline" size="sm" className="h-9 gap-1.5 px-3 text-sm">
{mode === 'inbox'
? `Att bokföra${(totalUncategorizedCount ?? uncategorizedTransactions.length) > 0 ? ` (${totalUncategorizedCount ?? uncategorizedTransactions.length})` : ''}`
: 'Alla transaktioner'}
<ChevronDown className="h-3.5 w-3.5 opacity-50" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end" className="min-w-[14rem]">
<DropdownMenuRadioGroup value={mode} onValueChange={(v) => setMode(v as typeof mode)}>
<DropdownMenuRadioItem value="inbox">
{`Att bokföra${(totalUncategorizedCount ?? uncategorizedTransactions.length) > 0 ? ` (${totalUncategorizedCount ?? uncategorizedTransactions.length})` : ''}`}
</DropdownMenuRadioItem>
<DropdownMenuRadioItem value="history">Alla transaktioner</DropdownMenuRadioItem>
</DropdownMenuRadioGroup>
</DropdownMenuContent>
</DropdownMenu>
</div>
{/* Content based on mode */}
{isLoading ? (
<DataList>
{[1, 2, 3].map((i) => (
<div key={i} className="flex items-center gap-3 px-4 py-3">
<Skeleton className="h-5 w-5 rounded" />
<div className="flex-1 space-y-2">
<Skeleton className="h-4 w-48 rounded" />
<Skeleton className="h-3 w-24 rounded" />
</div>
<Skeleton className="h-5 w-20 rounded" />
</div>
))}
</DataList>
) : mode === 'inbox' ? (
inboxItems.length === 0 && !searchTerm ? (
<InboxZeroState
hasTransactions={transactions.length > 0 || skvRows.length > 0}
onCreateTransaction={() => setIsDialogOpen(true)}
/>
) : (
<DataList>
{skvUnmatched.length > 0 && uncategorizedTransactions.length > 0 && (
<DataListHeader>
<span className="text-xs uppercase tracking-wider text-muted-foreground">
{t('source_label')}
</span>
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="outline" size="sm" className="h-7 gap-1.5 px-2 text-xs">
{sourceFilter === 'all'
? t('source_all', { count: uncategorizedTransactions.length + skvUnmatched.length })
: sourceFilter === 'bank'
? t('source_bank', { count: uncategorizedTransactions.length })
: t('source_skatteverket', { count: skvUnmatched.length })}
<ChevronDown className="h-3 w-3 opacity-50" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="start" className="min-w-[12rem]">
<DropdownMenuRadioGroup
value={sourceFilter}
onValueChange={(v) => setSourceFilter(v as typeof sourceFilter)}
>
<DropdownMenuRadioItem value="all">
{t('source_all', { count: uncategorizedTransactions.length + skvUnmatched.length })}
</DropdownMenuRadioItem>
<DropdownMenuRadioItem value="bank">
{t('source_bank', { count: uncategorizedTransactions.length })}
</DropdownMenuRadioItem>
<DropdownMenuRadioItem value="skatteverket">
{t('source_skatteverket', { count: skvUnmatched.length })}
</DropdownMenuRadioItem>
</DropdownMenuRadioGroup>
</DropdownMenuContent>
</DropdownMenu>
</DataListHeader>
)}
{inboxItems.length === 0 && searchTerm ? (
<DataListEmpty
title="Inga träffar"
description={t('no_search_results')}
/>
) : null}
<AnimatePresence mode="popLayout">
{inboxItems.map(item =>
item.source === 'bank' ? (
<TransactionInboxCard
key={`bank-${item.data.id}`}
transaction={item.data}
skvCounterpartDate={bankToSkvHints.get(item.data.id)}
processingId={processingId}
isBatchMode={isBatchMode}
isSelected={selectedIds.has(item.data.id)}
entityType={entityType}
onCategorize={handleCategorize}
onOpenMatchDialog={openMatchDialog}
onOpenMatchInvoicePicker={openInvoiceMatchPicker}
onOpenSplitMatch={openSplitMatchDialog}
onOpenMatchVoucher={openMatchVoucherDialog}
onOpenAttachDocument={openAttachDocumentDialog}
onOpenCategoryDialog={openCategoryDialog}
onDelete={handleDeleteTransaction}
onIgnore={handleIgnoreTransaction}
onEditTitle={openEditTitleDialog}
onToggleSelect={toggleBatchSelect}
/>
) : (
<SkattekontoInboxCard
key={`skv-${item.data.id}`}
row={item.data}
matchSuggestion={item.data.match_suggestion}
processing={skvProcessingId === item.data.id}
onBokfor={handleSkvBokfor}
onMatch={r => setSkvMatchTarget(r)}
/>
),
)}
</AnimatePresence>
</DataList>
)
) : (
<TransactionHistoryList
transactions={transactions}
skvRows={skvRows}
searchTerm={searchTerm}
jeUnderlagStatus={jeUnderlagStatus}
onOpenMatchDialog={openMatchDialog}
onOpenCategoryDialog={openCategoryDialog}
onOpenAttachDocument={openAttachDocumentDialog}
onDelete={handleDeleteTransaction}
onSkvBokfor={handleSkvBokfor}
onSkvMatch={r => setSkvMatchTarget(r)}
hasMore={hasMore}
isLoadingMore={isLoadingMore}
onLoadMore={loadMoreTransactions}
/>
)}
{/* Batch mode floating action bar */}
{isBatchMode && selectedIds.size > 0 && (
<div className="fixed bottom-20 md:bottom-6 left-1/2 -translate-x-1/2 z-40 flex items-center gap-3 bg-background border rounded-lg shadow-lg px-4 py-3">
{batchProgress ? (
<>
<Badge variant="secondary">
{batchProgress.done}/{batchProgress.total}
</Badge>
<p className="text-sm text-muted-foreground">
Bokför {batchProgress.done} av {batchProgress.total}...
</p>
</>
) : (
<>
<Badge variant="secondary">{selectedIds.size} valda</Badge>
<Button variant="ghost" size="sm" onClick={() => setSelectedIds(new Set())}>
<X className="mr-1 h-3 w-3" />
Avmarkera
</Button>
<Button
variant="outline"
size="sm"
onClick={handleBatchIgnore}
>
<EyeOff className="mr-1 h-3 w-3" />
Ignorera
</Button>
<Button
variant="outline"
size="sm"
onClick={handleBatchDelete}
className="text-destructive hover:text-destructive"
>
<Trash2 className="mr-1 h-3 w-3" />
Ta bort
</Button>
{/* Bulk-book (samlingsverifikation) — only when ≥2 selected on
the same date + same direction. Disabled state explains why
via title. */}
<Button
variant="outline"
size="sm"
onClick={() => setBulkBookOpen(true)}
disabled={!bulkBookEligible}
title={
!bulkBookEligible
? 'Välj minst två transaktioner från samma datum och samma riktning'
: 'Skapa en samlingsverifikation för de valda transaktionerna'
}
>
<Layers className="mr-1 h-3 w-3" />
Bokför i klump
</Button>
<Button size="sm" onClick={() => setShowBatchSelector(true)}>
Bokför
</Button>
</>
)}
</div>
)}
{/* Dialogs */}
<BatchCategorySelector
open={showBatchSelector}
onOpenChange={setShowBatchSelector}
selectedCount={selectedIds.size}
onSelectCategory={handleBatchCategorize}
progress={batchProgress}
/>
<InvoiceMatchDialog
open={matchDialogOpen}
onOpenChange={setMatchDialogOpen}
transaction={selectedTransaction}
isConfirming={isConfirmingMatch}
onConfirm={handleConfirmInvoiceMatch}
onLinkToExisting={handleLinkToExistingVoucher}
/>
<MatchVoucherDialog
open={matchVoucherTx !== null}
onOpenChange={(o) => { if (!o) setMatchVoucherTx(null) }}
transaction={matchVoucherTx}
onLinked={handleVoucherLinked}
/>
<MatchAllocationDialog
open={splitMatchOpen}
onOpenChange={(o) => {
setSplitMatchOpen(o)
if (!o) setSplitMatchTransaction(null)
}}
transaction={splitMatchTransaction}
onSuccess={handleSplitMatchSuccess}
/>
<BulkBookDialog
open={bulkBookOpen}
onOpenChange={setBulkBookOpen}
transactions={selectedTransactions}
onSuccess={handleBulkBookSuccess}
/>
<TransactionBookingDialog
open={bookingDialogOpen}
onOpenChange={(o) => {
setBookingDialogOpen(o)
if (!o) setBookingDialogTemplate(null)
}}
transaction={bookingDialogTransaction}
preselectedTemplate={bookingDialogTemplate}
onBooked={handleTransactionBooked}
/>
<TransactionAttachDocumentDialog
open={attachDocTx !== null}
onOpenChange={(o) => {
if (!o) setAttachDocTx(null)
}}
transaction={attachDocTx}
onAttached={handleDocumentAttached}
/>
<Dialog open={templatePickerOpen} onOpenChange={setTemplatePickerOpen}>
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Bokför transaktion</DialogTitle>
</DialogHeader>
{templatePickerTransaction && (
<div className="flex items-center justify-between rounded-lg border px-3 py-2 text-sm">
<span className="truncate text-muted-foreground">{templatePickerTransaction.description}</span>
<span className="font-medium tabular-nums flex-shrink-0 ml-3">
{templatePickerTransaction.amount > 0 ? '+' : ''}{formatCurrency(templatePickerTransaction.amount, templatePickerTransaction.currency)}
</span>
</div>
)}
<div className="space-y-1">
<Button
variant="outline"
size="sm"
className="w-full justify-start"
onClick={handleManualBooking}
>
Bokför manuellt…
</Button>
{templatePickerTransaction && templatePickerTransaction.amount > 0 && (
<Button
variant="outline"
size="sm"
className="w-full justify-start"
onClick={() => {
const tx = templatePickerTransaction
setTemplatePickerOpen(false)
setInvoicePickerTransaction(tx)
setInvoicePickerOpen(true)
}}
>
Matcha med faktura…
</Button>
)}
{templatePickerTransaction && (
<Button
variant="ghost"
size="sm"
className="w-full justify-start text-muted-foreground"
onClick={() => void handleIgnoreTransaction(templatePickerTransaction)}
>
Ignorera transaktionen…
</Button>
)}
</div>
<TemplatePicker
direction={templatePickerTransaction && templatePickerTransaction.amount < 0 ? 'expense' : 'income'}
entityType={entityType as EntityType}
suggestedTemplates={templatePickerTransaction ? templateSuggestions[templatePickerTransaction.id] : undefined}
onSelect={handleTemplateSelected}
onSelectCounterparty={(templateId) => {
if (!templatePickerTransaction) return
setTemplatePickerOpen(false)
handleOpenTemplateReview(templatePickerTransaction, templateId)
}}
onPickLibraryTemplate={handlePickLibraryTemplate}
/>
</DialogContent>
</Dialog>
<Dialog
open={invoicePickerOpen}
onOpenChange={(open) => {
if (isMatchingFromPicker) return
setInvoicePickerOpen(open)
if (!open) setInvoicePickerTransaction(null)
}}
>
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>{t('dialog_match_invoice')}</DialogTitle>
</DialogHeader>
{invoicePickerTransaction && (
<>
<div className="flex items-center justify-between rounded-lg border px-3 py-2 text-sm">
<span className="truncate text-muted-foreground">{invoicePickerTransaction.description}</span>
<span className="font-medium tabular-nums flex-shrink-0 ml-3 text-success">
+{formatCurrency(invoicePickerTransaction.amount, invoicePickerTransaction.currency)}
</span>
</div>
<InvoicePicker
transaction={invoicePickerTransaction}
onSelect={handleSelectInvoiceFromPicker}
isProcessing={isMatchingFromPicker}
/>
</>
)}
</DialogContent>
</Dialog>
<Dialog
open={supplierInvoicePickerOpen}
onOpenChange={(open) => {
if (isMatchingSupplierFromPicker) return
setSupplierInvoicePickerOpen(open)
if (!open) setSupplierInvoicePickerTransaction(null)
}}
>
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Matcha med leverantörsfaktura</DialogTitle>
</DialogHeader>
{supplierInvoicePickerTransaction && (
<>
<div className="flex items-center justify-between rounded-lg border px-3 py-2 text-sm">
<span className="truncate text-muted-foreground">{supplierInvoicePickerTransaction.description}</span>
<span className="font-medium tabular-nums flex-shrink-0 ml-3">
{formatCurrency(supplierInvoicePickerTransaction.amount, supplierInvoicePickerTransaction.currency)}
</span>
</div>
<SupplierInvoicePicker
transaction={supplierInvoicePickerTransaction}
onSelect={handleSelectSupplierInvoiceFromPicker}
isProcessing={isMatchingSupplierFromPicker}
/>
</>
)}
</DialogContent>
</Dialog>
<QuickReviewDialog
key={quickReview?.transaction.id ?? '' + String(quickReview?.category) + String(quickReview?.templateId) + String(quickReview?.template?.id)}
open={quickReviewOpen}
onOpenChange={setQuickReviewOpen}
transaction={quickReview?.transaction ?? null}
category={quickReview?.category ?? null}
categoryLabel={quickReview?.label ?? ''}
defaultAccount={
// For library templates (no templateId but a template object), use the
// template's debit account as the default; otherwise fall back to the
// category's default account.
!quickReview?.templateId && quickReview?.template
? quickReview.template.debit_account
: quickReview?.category ? getDefaultAccountForCategory(quickReview.category) : ''
}
defaultVat={
!quickReview?.templateId && quickReview?.template
? (quickReview.template.vat_treatment ?? 'none')
: quickReview?.category ? (getDefaultVatTreatmentForCategory(quickReview.category) ?? 'none') : 'none'
}
entityType={entityType as EntityType}
template={quickReview?.template ?? null}
templateId={quickReview?.templateId}
counterpartyLinePattern={quickReview?.linePattern ?? null}
onConfirm={handleQuickReviewConfirm}
onChangeTemplate={handleChangeTemplate}
/>
<Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
<DialogContent>
<DialogHeader>
<DialogTitle>{t('dialog_add_transaction')}</DialogTitle>
</DialogHeader>
<TransactionForm onSubmit={handleCreateTransaction} isLoading={isCreating} />
</DialogContent>
</Dialog>
<DestructiveConfirmDialog {...confirmDialogProps} />
<EditTransactionTitleDialog
open={editTitleTarget !== null}
onOpenChange={(v) => {
if (!v) setEditTitleTarget(null)
}}
currentTitle={editTitleTarget?.description ?? ''}
originalTitle={editTitleTarget?.original_description ?? null}
onSave={handleSaveTitle}
/>
<SkattekontoMatchDialog
row={skvMatchTarget}
open={!!skvMatchTarget}
onClose={() => setSkvMatchTarget(null)}
onMatched={handleSkvMatched}
/>
{/* Prong B: match-against-supplier-invoice suggestion */}
<Dialog
open={siMatchSuggestion !== null}
onOpenChange={(open) => {
if (!open) setSiMatchSuggestion(null)
}}
>
<DialogContent>
<DialogHeader>
<DialogTitle>{t('dialog_match_supplier_invoice')}</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
Det finns en öppen leverantörsfaktura med samma belopp från samma leverantör. Matcha mot
fakturan istället för att bokföra direkt på leverantörsskuldskontot, annars skapas en
dubblerad verifikation som måste stornas (BFL 5 kap 5 §).
</p>
<div className="space-y-2 rounded-md border bg-muted/30 p-3">
{siMatchSuggestion?.candidates.map((c) => (
<div key={c.supplier_invoice_id} className="flex items-center justify-between gap-3 text-sm">
<div className="min-w-0">
<div className="font-medium">
{c.supplier_name || 'Leverantör'} · {c.invoice_number}
</div>
<div className="text-xs text-muted-foreground tabular-nums">
{formatDate(c.invoice_date)} · kvar {formatCurrency(c.remaining_amount, c.currency)}
</div>
</div>
<Button
size="sm"
onClick={() => handleMatchSuggestedSupplierInvoice(siMatchSuggestion.transactionId, c.supplier_invoice_id)}
disabled={siMatchProcessing}
>
Matcha
</Button>
</div>
))}
</div>
<div className="flex flex-col-reverse gap-2 sm:flex-row sm:justify-end">
<Button variant="outline" onClick={() => setSiMatchSuggestion(null)}>
Avbryt
</Button>
<Button
variant="outline"
onClick={async () => {
const retry = siMatchSuggestion?.retry
setSiMatchSuggestion(null)
if (retry) await retry()
}}
disabled={siMatchProcessing}
>
Bokför på leverantörsskulder ändå
</Button>
</div>
</div>
</DialogContent>
</Dialog>
{/* Prong B (customer side): match-against-customer-invoice suggestion */}
<Dialog
open={ciMatchSuggestion !== null}
onOpenChange={(open) => {
if (!open) setCiMatchSuggestion(null)
}}
>
<DialogContent>
<DialogHeader>
<DialogTitle>{t('dialog_match_customer_invoice')}</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
Det finns en obetald kundfaktura med samma belopp från samma kund. Matcha mot fakturan
istället för att bokföra direkt mot kundfordringskontot, annars skapas en dubblerad
verifikation som måste stornas (BFL 5 kap 5 §).
</p>
<div className="space-y-2 rounded-md border bg-muted/30 p-3">
{ciMatchSuggestion?.candidates.map((c) => (
<div key={c.invoice_id} className="flex items-center justify-between gap-3 text-sm">
<div className="min-w-0">
<div className="flex flex-wrap items-center gap-2">
<span className="font-medium">
{c.customer_name || 'Kund'} · {c.invoice_number ?? '—'}
</span>
{c.match_reason === 'ocr_exact' && (
<Badge variant="success">{t('badge_exact_ocr')}</Badge>
)}
</div>
<div className="text-xs text-muted-foreground tabular-nums">
{formatDate(c.invoice_date)} · kvar {formatCurrency(c.remaining_amount, c.currency)}
</div>
</div>
<Button
size="sm"
onClick={() => handleMatchSuggestedInvoice(ciMatchSuggestion.transactionId, c.invoice_id)}
disabled={ciMatchProcessing}
>
Matcha
</Button>
</div>
))}
</div>
<div className="flex flex-col-reverse gap-2 sm:flex-row sm:justify-end">
<Button variant="outline" onClick={() => setCiMatchSuggestion(null)}>
Avbryt
</Button>
<Button
variant="outline"
onClick={async () => {
const retry = ciMatchSuggestion?.retry
setCiMatchSuggestion(null)
if (retry) await retry()
}}
disabled={ciMatchProcessing}
>
Bokför på kundfordringar ändå
</Button>
</div>
</div>
</DialogContent>
</Dialog>
<DuplicateBookingDialog
candidate={duplicateWarning?.candidate ?? null}
processing={duplicateProcessing}
onCancel={() => setDuplicateWarning(null)}
onBookAnyway={async () => {
const retry = duplicateWarning?.retry
setDuplicateProcessing(true)
try {
setDuplicateWarning(null)
if (retry) await retry()
} finally {
setDuplicateProcessing(false)
}
}}
/>
</div>
)
}