Files
accounted/components/bookkeeping/AccountCombobox.tsx
T
Jakob WennbergandClaude Opus 4.6 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
  revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput

Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type

Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings

VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
  instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances

Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
  auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component

Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs

Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API

Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only

Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty

Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager

Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3

Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation

UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout

Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries

Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)

Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 14:57:15 +01:00

219 lines
6.7 KiB
TypeScript

'use client'
import { useState, useRef, useEffect, useMemo, useCallback } from 'react'
import { Input } from '@/components/ui/input'
import { getAccountClassName } from '@/lib/bookkeeping/account-descriptions'
import type { BASAccount } from '@/types'
interface AccountComboboxProps {
value: string
accounts: BASAccount[]
onChange: (accountNumber: string) => void
}
const MAX_RESULTS = 50
export default function AccountCombobox({ value, accounts, onChange }: AccountComboboxProps) {
const [search, setSearch] = useState(value)
const [isOpen, setIsOpen] = useState(false)
const [highlightedIndex, setHighlightedIndex] = useState(0)
const containerRef = useRef<HTMLDivElement>(null)
const inputRef = useRef<HTMLInputElement>(null)
const listRef = useRef<HTMLDivElement>(null)
// Sync external value changes into the search field
useEffect(() => {
setSearch(value)
}, [value])
// Filter accounts based on search input
const filteredAccounts = useMemo(() => {
if (!search) return accounts.slice(0, MAX_RESULTS)
const trimmed = search.trim()
if (!trimmed) return accounts.slice(0, MAX_RESULTS)
const startsWithDigit = /^\d/.test(trimmed)
if (startsWithDigit) {
return accounts
.filter((a) => a.account_number.startsWith(trimmed))
.slice(0, MAX_RESULTS)
}
const lowerSearch = trimmed.toLowerCase()
return accounts
.filter((a) => a.account_name.toLowerCase().includes(lowerSearch))
.slice(0, MAX_RESULTS)
}, [accounts, search])
// Group filtered accounts by class
const groupedAccounts = useMemo(() => {
const groups: { className: string; accounts: BASAccount[] }[] = []
const groupMap = new Map<string, BASAccount[]>()
for (const account of filteredAccounts) {
const className = getAccountClassName(account.account_class)
if (!groupMap.has(className)) {
groupMap.set(className, [])
}
groupMap.get(className)!.push(account)
}
for (const [className, accts] of groupMap) {
groups.push({ className, accounts: accts })
}
return groups
}, [filteredAccounts])
// Flat list for keyboard navigation
const flatList = useMemo(() => filteredAccounts, [filteredAccounts])
// Reset highlight when filtered results change
useEffect(() => {
setHighlightedIndex(0)
}, [filteredAccounts])
// Scroll highlighted item into view
useEffect(() => {
if (!isOpen || !listRef.current) return
const highlighted = listRef.current.querySelector('[data-highlighted="true"]')
if (highlighted) {
highlighted.scrollIntoView({ block: 'nearest' })
}
}, [highlightedIndex, isOpen])
// Close dropdown when clicking outside
useEffect(() => {
function handleClickOutside(e: MouseEvent) {
if (containerRef.current && !containerRef.current.contains(e.target as Node)) {
setIsOpen(false)
}
}
document.addEventListener('mousedown', handleClickOutside)
return () => document.removeEventListener('mousedown', handleClickOutside)
}, [])
const selectAccount = useCallback(
(accountNumber: string) => {
onChange(accountNumber)
setSearch(accountNumber)
setIsOpen(false)
inputRef.current?.blur()
},
[onChange]
)
const handleKeyDown = (e: React.KeyboardEvent) => {
if (!isOpen) {
if (e.key === 'ArrowDown' || e.key === 'ArrowUp') {
setIsOpen(true)
e.preventDefault()
}
return
}
switch (e.key) {
case 'ArrowDown':
e.preventDefault()
setHighlightedIndex((prev) => Math.min(prev + 1, flatList.length - 1))
break
case 'ArrowUp':
e.preventDefault()
setHighlightedIndex((prev) => Math.max(prev - 1, 0))
break
case 'Enter':
e.preventDefault()
if (flatList[highlightedIndex]) {
selectAccount(flatList[highlightedIndex].account_number)
}
break
case 'Escape':
e.preventDefault()
setIsOpen(false)
break
}
}
const handleInputChange = (e: React.ChangeEvent<HTMLInputElement>) => {
const newValue = e.target.value
setSearch(newValue)
onChange(newValue)
if (!isOpen) {
setIsOpen(true)
}
}
const handleFocus = () => {
setIsOpen(true)
}
// Find matching account for helper text
const matchedAccount = useMemo(() => {
if (!value || value.length !== 4) return null
return accounts.find((a) => a.account_number === value) || null
}, [value, accounts])
return (
<div ref={containerRef} className="relative">
<Input
ref={inputRef}
value={search}
onChange={handleInputChange}
onFocus={handleFocus}
onKeyDown={handleKeyDown}
placeholder="1930"
className="font-mono h-8"
maxLength={4}
autoComplete="off"
/>
{/* Account name helper text (md+ screens only) */}
{matchedAccount && (
<p className="hidden md:block text-[11px] text-muted-foreground truncate mt-0.5 leading-tight">
{matchedAccount.account_name}
</p>
)}
{/* Dropdown */}
{isOpen && flatList.length > 0 && (
<div
ref={listRef}
className="absolute z-50 top-full left-0 mt-1 w-64 max-h-[300px] overflow-y-auto rounded-md border border-input bg-card shadow-md"
>
{groupedAccounts.map((group) => (
<div key={group.className}>
<div className="sticky top-0 px-2 py-1.5 text-xs font-semibold text-muted-foreground bg-muted border-b border-input">
{group.className}
</div>
{group.accounts.map((account) => {
const flatIndex = flatList.indexOf(account)
const isHighlighted = flatIndex === highlightedIndex
return (
<button
key={account.account_number}
type="button"
data-highlighted={isHighlighted}
className={`w-full text-left px-2 py-1.5 text-sm cursor-pointer flex items-baseline gap-2 ${
isHighlighted ? 'bg-primary/10 text-primary' : 'hover:bg-muted/50'
}`}
onMouseDown={(e) => {
e.preventDefault()
selectAccount(account.account_number)
}}
onMouseEnter={() => setHighlightedIndex(flatIndex)}
>
<span className="font-mono shrink-0">{account.account_number}</span>
<span className="truncate">{account.account_name}</span>
</button>
)
})}
</div>
))}
</div>
)}
</div>
)
}