Files
accounted/components/bookkeeping/StrikeLinesDialog.tsx
T
MattssonandClaude Fable 5 d840257c0c Add/stripe connect transactions (#1139)
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login

Add chatgpt.com/connector/oauth/* (per-instance) and the legacy
chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth
redirect allowlist so ChatGPT MCP connectors can register and authorize.

Fix the login page dropping the ?next= destination: an OAuth-initiated
visit that required login previously ended on the dashboard and the
connection flow silently died. Login now resumes to the sanitized next
path (hard navigation, since the consent page is route-handler HTML),
carries it through the MFA step-up as returnTo, and /mfa/verify
hard-navigates for /api/ destinations.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): dedup incoming feed rows against booked hand-entered twins

Users who bookkeep via MCP/chat first and connect their bank afterwards got
the same movement twice: the synced row's external_id lives in a different
namespace, the free-form manual title never text-bridges the bank's raw
string, and the cross-channel mirror deliberately excluded manual/mcp rows.

Extend the mirror with a booked-hand-entered track: an incoming feed row is
skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count-
symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be
booked (staged rows never consume an import), currencies must not contradict
(bucket key is date+ore only), the cash-account guard applies to the count
exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming
count so an already-stored row cannot inflate it. Consumption stamps the
batch cash_account_id onto an account-unbound hand row, so one hand row can
never consume feed rows on other accounts in later syncs.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit)

Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style:
strike lines inside a posted verifikat with replacements in the same
voucher, and correct description/entry_date without an andringsverifikat.
Envelope: posted entries, open unlocked periods, company lock date,
same-period date moves, structural/FX/doc-linked lines excluded, and a
reconciliation guard preserving per-account net on bank/reskontra sides of
externally linked entries. Every rattelse writes an immutable who/when row
(journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and
struck originals render struck-through in the verifikat; list rows and the
detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the
swedish-accounting-compliance skill are amended to state the two-track
rule. Staging carries the DDL; prod gets it on merge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB

- Manual journal entry: saldo column now shows before -> after computed
  from the typed debit/credit amounts (direction feedback while booking)
- Resultatrapport: a narrowed date range now compares against the same
  window shifted one year back (#862), merged across fiscal periods for
  brutet rakenskapsar; P&L rows report window activity instead of
  rolled-forward YTD closing
- Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab,
  settings > assistant), sidebar entry unaffected; collapsed sessions keep
  their reopen handle

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(stripe): sync balance transactions as a bank feed on 1686

Import the connected Stripe balance into the transactions inbox, opt-in
per connection (transaction_sync_enabled on stripe_connections):

- Balance transactions map to feed rows with the two-row gross+fee split
  and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on
  created, bound to a provisioned "Stripe-saldo" cash account on 1686 so
  booking settles against the clearing account by construction.
- Double-booking protection: settled payment-link charges import
  pre-linked to their settlement entry; payout rows import pre-linked to
  the payout entry; processPayoutPaidEvent claims the payout's fee rows
  at booking time (linkPayoutFeedRows, idempotent from both directions).
- Cursor last_balance_txn_synced_at with 24h overlap; first run
  backfills 90 days floored at the day after the company lock date.
- Nightly cron /api/extensions/stripe/transactions/cron (03:30),
  transaction-sync toggle route, "Synka nu" covers both feeds, settings
  panel toggle with last-synced/backfill note, sv+en strings.
- Migration 20260723200000 (applied to staging).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): offer match-to-voucher on unbooked history rows

Unbooked transactions with is_business already set (e.g. left behind when
a voucher was removed without a full uncategorize) land in the history
list instead of the inbox, where the match-against-existing-voucher
action did not exist, leaving them with no path back to voucher
matching. Add the same menu item to the history list for unbooked rows.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): enhance ownership checks and error handling in journal entry routes

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 01:16:20 +02:00

358 lines
14 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo } from 'react'
import { useTranslations } from 'next-intl'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogFooter,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Checkbox } from '@/components/ui/checkbox'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import { AccountNumber } from '@/components/ui/account-number'
import { useToast } from '@/components/ui/use-toast'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { changeCorrectionLineAccount, getSelectableCorrectionCatalog } from '@/lib/bookkeeping/correction-line-account'
import { loadBasCatalog, type CatalogAccount } from '@/lib/bookkeeping/bas-catalog-client'
import { Loader2, Plus, Trash2 } from 'lucide-react'
import type { JournalEntry, JournalEntryLine, BASAccount } from '@/types'
interface NewLine {
account_number: string
debit_amount: string
credit_amount: string
line_description: string
}
interface Props {
entry: JournalEntry
open: boolean
onOpenChange: (open: boolean) => void
onCorrected: () => void
}
/**
* Inline line rättelse (BFL 5 kap 5 §): strike lines in a posted verifikat
* and add replacement lines in the SAME verifikat, without an
* ändringsverifikation. The struck originals stay visible (strikethrough)
* in the verifikat via the immutable rättelse log. Stays Swedish
* (verifikat surface, .claude/rules/i18n.md).
*/
export default function StrikeLinesDialog({ entry, open, onOpenChange, onCorrected }: Props) {
const { toast } = useToast()
const t = useTranslations('journal_detail')
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [catalog, setCatalog] = useState<CatalogAccount[]>([])
const [accountsStatus, setAccountsStatus] = useState<'loading' | 'ready' | 'error'>('loading')
const [strikeIds, setStrikeIds] = useState<Set<string>>(new Set())
const [newLines, setNewLines] = useState<NewLine[]>([])
const [isSubmitting, setIsSubmitting] = useState(false)
const activeAccounts = useMemo(
() => accounts.filter((account) => account.is_active),
[accounts],
)
const selectableCatalog = useMemo(
() => getSelectableCorrectionCatalog(accounts, catalog),
[accounts, catalog],
)
const originalLines = ((entry.lines || []) as JournalEntryLine[])
.slice()
.sort((a, b) => a.sort_order - b.sort_order)
useEffect(() => {
if (open) {
setStrikeIds(new Set())
setNewLines([])
void fetchAccounts()
}
}, [open, entry.id]) // eslint-disable-line react-hooks/exhaustive-deps
async function fetchAccounts() {
setAccountsStatus('loading')
try {
const [res, basCatalog] = await Promise.all([
fetch('/api/bookkeeping/accounts?active=false'),
loadBasCatalog(),
])
if (!res.ok) throw new Error(`accounts ${res.status}`)
const { data } = await res.json()
setAccounts(data || [])
setCatalog(basCatalog)
setAccountsStatus('ready')
} catch {
setAccounts([])
setCatalog([])
setAccountsStatus('error')
}
}
const toggleStrike = (lineId: string) => {
setStrikeIds((prev) => {
const next = new Set(prev)
if (next.has(lineId)) next.delete(lineId)
else next.add(lineId)
return next
})
}
const updateNewLine = (index: number, field: keyof NewLine, value: string) => {
setNewLines((prev) => prev.map((l, i) => (i === index ? { ...l, [field]: value } : l)))
}
const updateNewLineAccount = (index: number, accountNumber: string) => {
setNewLines((prev) => prev.map((line, lineIndex) => (
lineIndex === index
? changeCorrectionLineAccount(line, accountNumber, [...accounts, ...catalog])
: line
)))
}
const addNewLine = () => {
setNewLines((prev) => [...prev, { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }])
}
const removeNewLine = (index: number) => {
setNewLines((prev) => prev.filter((_, i) => i !== index))
}
// Effective verifikat after the rättelse: remaining original lines + new lines.
const remaining = originalLines.filter((l) => !strikeIds.has(l.id))
const remainingDebit = remaining.reduce((sum, l) => sum + (Number(l.debit_amount) || 0), 0)
const remainingCredit = remaining.reduce((sum, l) => sum + (Number(l.credit_amount) || 0), 0)
const newDebit = newLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const newCredit = newLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const totalDebit = Math.round((remainingDebit + newDebit) * 100) / 100
const totalCredit = Math.round((remainingCredit + newCredit) * 100) / 100
const isBalanced = totalDebit === totalCredit && totalDebit > 0
const newLinesValid = newLines.every((l) => {
const debit = parseFloat(l.debit_amount) || 0
const credit = parseFloat(l.credit_amount) || 0
return l.account_number.length === 4 && debit >= 0 && credit >= 0 && (debit > 0) !== (credit > 0)
})
const hasChange = strikeIds.size > 0 || newLines.length > 0
const effectiveCount = remaining.length + newLines.length
const canSubmit = hasChange && newLinesValid && isBalanced && effectiveCount >= 2
async function handleSubmit() {
if (!canSubmit) return
setIsSubmitting(true)
try {
const res = await fetch(`/api/bookkeeping/journal-entries/${entry.id}/strike-lines`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
strike_line_ids: [...strikeIds],
lines: newLines.map((l) => ({
account_number: l.account_number,
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
line_description: l.line_description || undefined,
})),
}),
})
const result = await res.json()
if (!res.ok) {
const error = new Error('Failed to strike lines') as Error & { body?: unknown; status?: number }
error.body = result
error.status = res.status
throw error
}
toast({
title: 'Verifikationen rättad',
description: 'De strukna raderna visas överstrukna i verifikatet.',
})
onOpenChange(false)
onCorrected()
} catch (err) {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: 'Kunde inte rätta verifikationen',
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
} finally {
setIsSubmitting(false)
}
}
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-3xl max-h-[95dvh] sm:max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Stryk rader i verifikatet</DialogTitle>
</DialogHeader>
<div className="rounded-lg bg-muted/50 border p-3 text-sm text-muted-foreground">
<p className="font-medium text-foreground mb-1">Rättelse i samma verifikat</p>
<p>
Felaktiga rader stryks och ersätts direkt i verifikatet, utan ändringsverifikation.
De strukna raderna förblir synliga (överstrukna) och rättelsen loggas med vem och när,
enligt bokföringslagen. Fungerar bara i öppna, olåsta perioder. Om månaden redan är
momsdeklarerad kan en ändring av momskonton påverka den inlämnade deklarationen.
</p>
</div>
{/* Original lines with strike checkboxes */}
<div className="space-y-1">
<p className="text-sm font-medium">Markera rader som ska strykas</p>
<div className="rounded-lg border divide-y">
{originalLines.map((line) => {
const struck = strikeIds.has(line.id)
// FX lines carry conversion data replacements cannot reproduce;
// the RPC rejects striking them, so the checkbox is disabled.
const isForeign = !!line.currency && line.currency !== 'SEK'
return (
<label
key={line.id}
className={`flex items-center gap-3 px-3 py-2 text-sm transition-colors ${isForeign ? 'opacity-60' : 'cursor-pointer hover:bg-secondary/60'}`}
title={isForeign ? 'Rader i utländsk valuta rättas med ändringsverifikat' : undefined}
>
<Checkbox
checked={struck}
disabled={isForeign}
onCheckedChange={() => toggleStrike(line.id)}
/>
<span className={`flex-1 min-w-0 ${struck ? 'line-through text-muted-foreground' : ''}`}>
<AccountNumber number={line.account_number} showName />
{line.line_description && (
<span className="text-muted-foreground ml-2">{line.line_description}</span>
)}
</span>
<span className={`tabular-nums shrink-0 ${struck ? 'line-through text-muted-foreground' : ''}`}>
{Number(line.debit_amount) > 0
? `${Number(line.debit_amount).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} D`
: `${Number(line.credit_amount).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} K`}
</span>
</label>
)
})}
</div>
</div>
{/* Replacement lines */}
<div className="space-y-2">
<div className="space-y-1">
<p className="text-sm font-medium">Ersättningsrader</p>
<p className="text-xs text-muted-foreground">
Lägg till de rader som ska gälla i stället. Verifikationen måste balansera efter rättelsen.
</p>
</div>
{accountsStatus !== 'ready' && (
<div className="flex items-center justify-between gap-3 rounded-lg border bg-muted/50 p-3 text-sm text-muted-foreground">
<span className="flex items-center gap-2">
{accountsStatus === 'loading' && <Loader2 className="h-4 w-4 animate-spin" />}
{accountsStatus === 'loading' ? t('accounts_loading') : t('accounts_load_failed')}
</span>
{accountsStatus === 'error' && (
<Button variant="outline" size="sm" onClick={() => void fetchAccounts()}>
{t('accounts_retry')}
</Button>
)}
</div>
)}
<div className="space-y-2">
{newLines.map((line, index) => (
<div key={index} className="space-y-2 sm:space-y-0 sm:grid sm:grid-cols-[1fr_1fr_120px_120px_auto] sm:gap-2 sm:items-start border-b sm:border-0 pb-3 sm:pb-0 last:border-0">
<div className="grid grid-cols-[1fr_auto] sm:contents gap-2">
<AccountCombobox
value={line.account_number}
accounts={activeAccounts}
catalog={selectableCatalog}
onChange={(v) => updateNewLineAccount(index, v)}
disabled={accountsStatus !== 'ready'}
/>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 min-h-[44px] min-w-[44px] sm:order-last"
onClick={() => removeNewLine(index)}
>
<Trash2 className="h-4 w-4" />
</Button>
</div>
<Input
value={line.line_description}
onChange={(e) => updateNewLine(index, 'line_description', e.target.value)}
placeholder="Beskrivning"
className="h-8"
/>
<div className="grid grid-cols-2 gap-2 sm:contents">
<Input
type="number"
value={line.debit_amount}
onChange={(e) => updateNewLine(index, 'debit_amount', e.target.value)}
placeholder="Debet"
className="h-8 text-right"
min={0}
step="0.01"
/>
<Input
type="number"
value={line.credit_amount}
onChange={(e) => updateNewLine(index, 'credit_amount', e.target.value)}
placeholder="Kredit"
className="h-8 text-right"
min={0}
step="0.01"
/>
</div>
</div>
))}
</div>
<Button variant="outline" size="sm" onClick={addNewLine}>
<Plus className="h-4 w-4 mr-1" />
Lägg till rad
</Button>
</div>
{/* Effective balance after the rättelse */}
<div className="flex justify-end gap-6 text-sm pt-2 border-t">
<div>
<span className="text-muted-foreground mr-2">Debet efter rättelse:</span>
<span className={!isBalanced ? 'text-destructive font-medium' : 'font-medium'}>
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</span>
</div>
<div>
<span className="text-muted-foreground mr-2">Kredit efter rättelse:</span>
<span className={!isBalanced ? 'text-destructive font-medium' : 'font-medium'}>
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</span>
</div>
</div>
{hasChange && !isBalanced && (
<p className="text-sm text-destructive">
Debet och kredit måste vara lika och större än 0 efter rättelsen.
</p>
)}
{hasChange && isBalanced && effectiveCount < 2 && (
<p className="text-sm text-destructive">
Verifikationen måste ha minst två rader efter rättelsen. Använd Återför (storno) för att
makulera hela verifikatet.
</p>
)}
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)} disabled={isSubmitting}>
Avbryt
</Button>
<Button onClick={handleSubmit} disabled={!canSubmit || isSubmitting}>
{isSubmitting ? 'Rättar...' : 'Rätta verifikatet'}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
)
}