Files
accounted/components/bookkeeping/NewJournalEntryDialog.tsx
T
Jakob WennbergandClaude Opus 4.8 4dfd790de5 feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions (#698)
* feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions

Verifikat UX
- "Ny verifikat" opens in a modal (NewJournalEntryDialog) instead of an inline tab;
  the review step renders inline in the dialog rather than stacking a second dialog.
- JournalEntryForm: konteringsrader are the focus, with a compact pre-filled metadata
  bar (datum/serie/text/valuta/period) on top; verifikationstext auto-fills from the
  first row's account.
- JournalEntryList: belopp shown on collapsed rows; expanded view is an aligned
  Konto/Benämning/Debet/Kredit table.

SIE imports no longer flood "Att hantera: saknade underlag"
- Import gains an opt-in (off by default) toggle to mark imported verifikat as "Inget
  underlag krävs"; a "Rekommenderas vid migrering" badge nudges it for historical years.
- Multi-select batch-mark in the list for selective cleanup.
- Filter-scoped bulk mark (POST /api/bookkeeping/no-doc-required/bulk-missing): marks
  every missing-doc verifikat matching the active filters across all pages, with a
  dry_run count to confirm scope — the scalable remedy for a post-import flood.
- Shared helper markEntriesNoDocRequired + per-entry batch route.

Tests: no-doc helper, batch route, bulk-missing route.

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

* fix(bookkeeping): address PR #698 review findings

- JournalEntryForm: restore the explicit "no underlag" acknowledgement in the
  modal's inline review. When no document is attached, the confirm button reads
  "Bokför utan underlag" (BFL 5 kap 6-7 §§), equivalent to the blocking dialog the
  non-bare flow shows — the bare path no longer posts behind only a passive banner.
- batch no-doc route: guard the ownership query with source_type IN
  NEEDS_DOC_SOURCE_TYPES so a crafted request can't exempt non-document-requiring
  entries (defense in depth on top of company + posted scoping).
- bulk-missing route: resolve doc/exemption status by querying only the candidate
  ids (chunked) instead of loading the company's full document_attachments and
  journal_entry_no_doc_required tables into memory — data minimisation + bounded
  memory for large migrations (the most-repeated reviewer finding).

Triaged as non-issues (left as-is): partial-import exemption (gated on
result.success == zero errors), reason write-back (sidecar row is FK-linked and
carries the reason), and "bulk-exempting manual entries" (consistent with the
existing per-entry NoDocRequiredToggle). No DB migration — reuses the existing
journal_entry_no_doc_required table.

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

* fix(bookkeeping): centralize bulk-missing date/series validation in Zod

Move the ISO-date and verifikationsserie format checks into the Zod schema so
malformed input is rejected with a clean 400 instead of being silently nulled
(or, for a shaped-but-invalid date, throwing a 500 via fetchAllRows). The date
refinement rejects values like 9999-99-99 / 2026-02-30 that a bare
/^\d{4}-\d{2}-\d{2}$/ regex lets through. Addresses the PR #698 reviewer nit on
split schema-vs-runtime validation. +2 route tests.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-08 20:41:30 +02:00

87 lines
2.7 KiB
TypeScript

'use client'
import { useTranslations } from 'next-intl'
import { Copy, Loader2 } from 'lucide-react'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import JournalEntryForm, { type FormLine } from '@/components/bookkeeping/JournalEntryForm'
export interface CopyPrefill {
sourceId: string
sourceVoucherLabel: string
lines: FormLine[]
description: string
notes: string
}
interface Props {
open: boolean
onOpenChange: (open: boolean) => void
/** Fired after a verifikat is created/saved as draft. */
onCreated: () => void
/** When set, the form is pre-filled from a copied verifikat. */
copyPrefill?: CopyPrefill | null
/** True while the copy source is being fetched. */
isLoading?: boolean
}
/**
* "Ny verifikat" as a modal — the dialog you type a manual voucher into,
* instead of an inline tab. Wraps the standalone JournalEntryForm; the form's
* own review/confirm dialogs stack on top of this one.
*/
export default function NewJournalEntryDialog({
open,
onOpenChange,
onCreated,
copyPrefill,
isLoading,
}: Props) {
const t = useTranslations('bookkeeping')
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-3xl max-h-[95dvh] sm:max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>{t('new_entry_dialog_title')}</DialogTitle>
</DialogHeader>
{isLoading ? (
<div className="flex items-center justify-center gap-2 py-12 text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" />
<span className="text-sm">{t('loading_source_voucher')}</span>
</div>
) : (
<>
{copyPrefill && (
<div className="flex items-start gap-3 rounded-lg border border-border bg-muted/30 p-3 text-sm">
<Copy className="h-4 w-4 mt-0.5 shrink-0 text-muted-foreground" />
<div className="flex-1">
<p className="font-medium">
{t('copy_banner_title', {
label: copyPrefill.sourceVoucherLabel || t('copy_banner_unknown_label'),
})}
</p>
<p className="text-muted-foreground mt-0.5">{t('copy_banner_body')}</p>
</div>
</div>
)}
<JournalEntryForm
key={copyPrefill?.sourceId ?? 'fresh'}
bare
onCreated={onCreated}
initialLines={copyPrefill?.lines}
initialDescription={copyPrefill?.description}
initialNotes={copyPrefill?.notes}
/>
</>
)}
</DialogContent>
</Dialog>
)
}