* fix: prevent credit notes from entering payment flow * fix: persist and display customer personal numbers * feat: configure automatic invoice reminder days * fix: issue credit notes through send flow * chore: add repository agent guidance * feat(mcp): route tools across user companies * fix(articles): delete unused register entries * feat(invoices): improve issued invoice actions * feat(supplier-invoices): retain uploaded source documents * docs: record implementation decisions * feat: enhance customer personal number handling and validation - Updated CustomerForm to allow personal numbers in the format of "********-1234" for individual customers. - Added validation to ensure personal numbers are only accepted for individual customers in CreateCustomerSchema. - Implemented masking and encryption for personal numbers to enhance data protection. - Introduced new utility functions for masking and encrypting personal numbers. - Added database migration to enforce unique constraints on credit note relationships and prevent duplicate entries. - Enhanced error handling and logging for credit note issuance and invoice processing. - Updated tests to cover new credit note creation guards and personal number handling. * test: enhance list companies test with supabase query mocks
376 lines
13 KiB
TypeScript
376 lines
13 KiB
TypeScript
'use client'
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import { useState, useEffect, useMemo } from 'react'
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import { useLocale, useTranslations } from 'next-intl'
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog'
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import { Button } from '@/components/ui/button'
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import { useToast } from '@/components/ui/use-toast'
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import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
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import { proposeSendLines } from '@/lib/bookkeeping/propose-send-lines'
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import { formatCurrency } from '@/lib/utils'
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import { createClient } from '@/lib/supabase/client'
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import { getResponseErrorMessage } from '@/lib/errors/get-error-message'
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import { useCompany, useCapability } from '@/contexts/CompanyContext'
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import { CAPABILITY } from '@/lib/entitlements/keys'
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import { creditNoteNeedsJournalEntry } from '@/lib/invoices/issue-credit-note'
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import { Loader2, Mail, Send } from 'lucide-react'
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import type { Invoice, InvoiceItem, Customer, EntityType } from '@/types'
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interface InvoiceWithRelations extends Invoice {
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customer: Customer
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items: InvoiceItem[]
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}
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interface SendInvoiceDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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invoice: InvoiceWithRelations
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/** 'email' sends via email, 'manual' marks as sent without email */
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mode: 'email' | 'manual'
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onSuccess: () => void
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}
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export default function SendInvoiceDialog({
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open,
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onOpenChange,
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invoice,
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mode,
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onSuccess,
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}: SendInvoiceDialogProps) {
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const { toast } = useToast()
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const supabase = createClient()
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const { company, isSandbox } = useCompany()
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const canEmail = useCapability(CAPABILITY.email_send)
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const t = useTranslations('invoice_send_dialog')
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const locale = useLocale() as 'sv' | 'en'
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const isCreditNote = !!invoice.credited_invoice_id
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const isCreditRepair = isCreditNote && invoice.status === 'sent'
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const [isSubmitting, setIsSubmitting] = useState(false)
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const [accountingMethod, setAccountingMethod] = useState<'accrual' | 'cash'>('accrual')
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const [entityType, setEntityType] = useState<EntityType>('enskild_firma')
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const [periodName, setPeriodName] = useState('')
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const [isInitialized, setIsInitialized] = useState(false)
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const [shouldBookOnIssue, setShouldBookOnIssue] = useState(true)
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useEffect(() => {
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if (!open) {
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setIsInitialized(false)
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return
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}
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let cancelled = false
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async function init() {
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try {
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if (!company?.id) throw new Error(t('no_active_company'))
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const [settingsResult, periodResult, originalResult] = await Promise.all([
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supabase
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.from('company_settings')
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.select('accounting_method, entity_type')
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.eq('company_id', company.id)
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.maybeSingle(),
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supabase
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.from('fiscal_periods')
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.select('name')
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.eq('company_id', company.id)
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.lte('start_date', invoice.invoice_date)
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.gte('end_date', invoice.invoice_date)
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.maybeSingle(),
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invoice.credited_invoice_id
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? supabase
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.from('invoices')
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.select('id, invoice_number, status, journal_entry_id, paid_at, paid_amount, total')
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.eq('id', invoice.credited_invoice_id)
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.eq('company_id', company.id)
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.maybeSingle()
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: Promise.resolve({ data: null, error: null }),
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])
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if (settingsResult.error) throw new Error(t('company_settings_failed'))
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if (periodResult.error) throw new Error(t('fiscal_period_failed'))
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if (originalResult.error) throw new Error(t('original_invoice_failed'))
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if (cancelled) return
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const method = (settingsResult.data?.accounting_method || 'accrual') as 'accrual' | 'cash'
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setAccountingMethod(method)
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setEntityType((settingsResult.data?.entity_type as EntityType) || 'enskild_firma')
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setPeriodName(periodResult.data?.name || '')
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setShouldBookOnIssue(
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invoice.credited_invoice_id && originalResult.data
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? creditNoteNeedsJournalEntry(method, originalResult.data)
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: method === 'accrual',
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)
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setIsInitialized(true)
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} catch (err) {
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if (cancelled) return
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toast({
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title: t('load_failed_title'),
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description: err instanceof Error ? err.message : t('try_again'),
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variant: 'destructive',
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})
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onOpenChange(false)
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}
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}
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init()
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return () => { cancelled = true }
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}, [open, invoice.id, invoice.invoice_date, company?.id])
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const proposedLines = useMemo(() => {
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if (!isInitialized || !shouldBookOnIssue) return []
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return proposeSendLines({
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invoice: {
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invoice_number: invoice.invoice_number,
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total: invoice.total,
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total_sek: invoice.total_sek,
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subtotal: invoice.subtotal,
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subtotal_sek: invoice.subtotal_sek,
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vat_amount: invoice.vat_amount,
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vat_amount_sek: invoice.vat_amount_sek,
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currency: invoice.currency,
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exchange_rate: invoice.exchange_rate,
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vat_treatment: invoice.vat_treatment,
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credited_invoice_id: invoice.credited_invoice_id,
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items: invoice.items,
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default_dimensions: invoice.default_dimensions,
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},
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entityType,
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})
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}, [isInitialized, shouldBookOnIssue, entityType, invoice])
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const { totalDebit, totalCredit } = useMemo(() => {
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let totalDebit = 0
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let totalCredit = 0
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for (const line of proposedLines) {
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totalDebit += parseFloat(line.debit_amount) || 0
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totalCredit += parseFloat(line.credit_amount) || 0
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}
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return { totalDebit, totalCredit }
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}, [proposedLines])
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const handleConfirm = async () => {
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setIsSubmitting(true)
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try {
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const url = mode === 'email'
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? `/api/invoices/${invoice.id}/send`
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: `/api/invoices/${invoice.id}/mark-sent`
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const response = await fetch(url, { method: 'POST' })
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if (!response.ok) {
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throw new Error(await getResponseErrorMessage(response, 'invoice', locale))
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}
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const data = await response.json()
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onSuccess()
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if (mode === 'email') {
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onOpenChange(false)
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const successMessage = data.message || t('send_success_default', { email: invoice.customer.email ?? '' })
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toast({
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title: t(
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shouldBookOnIssue && !data.partial
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? isCreditNote
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? 'credit_send_book_success_title'
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: 'send_book_success_title'
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: isCreditNote
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? 'credit_send_success_title'
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: 'send_success_title',
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),
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description: data.partial
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? t('partial_success', { message: successMessage })
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: isCreditNote
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? t('credit_send_success', { email: invoice.customer.email ?? '' })
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: successMessage,
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})
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} else {
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// For manual send, just close: no email to confirm
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onOpenChange(false)
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toast({
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title: t(
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isCreditRepair
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? 'credit_repair_success_title'
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: shouldBookOnIssue && !data.partial
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? isCreditNote
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? 'credit_mark_book_success_title'
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: 'mark_book_success_title'
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: isCreditNote
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? 'credit_mark_success_title'
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: 'mark_success_title',
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),
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description: data.partial
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? t('mark_partial_success')
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: isCreditNote
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? shouldBookOnIssue
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? t('credit_mark_success_voucher_created')
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: t('credit_mark_success_no_voucher')
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: accountingMethod === 'accrual'
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? t('mark_success_voucher_created')
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: undefined,
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})
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}
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} catch (error) {
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toast({
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title: t(isCreditNote ? 'credit_send_failed_title' : 'send_failed_title'),
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description: error instanceof Error ? error.message : t('try_again'),
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variant: 'destructive',
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})
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}
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setIsSubmitting(false)
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}
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const handleClose = () => {
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onOpenChange(false)
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}
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const showJournalPreview = shouldBookOnIssue && proposedLines.length > 0
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-[600px]">
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<DialogHeader>
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<DialogTitle>
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{t(
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isCreditRepair
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? 'title_credit_repair'
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: isCreditNote
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? mode === 'email'
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? 'title_credit_email'
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: 'title_credit_manual'
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: mode === 'email'
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? 'title_email'
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: 'title_manual',
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)}
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{invoice.invoice_number ? t('title_suffix', { number: invoice.invoice_number }) : ''}
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</DialogTitle>
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<DialogDescription>
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{formatCurrency(invoice.total, invoice.currency)}
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{invoice.currency !== 'SEK' && invoice.total_sek && (
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<>{t('description_sek_suffix', { amount: formatCurrency(invoice.total_sek) })}</>
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)}
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{mode === 'email' && invoice.customer.email && (
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<>{t('description_to_email', { email: invoice.customer.email })}</>
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)}
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</DialogDescription>
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</DialogHeader>
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{!isInitialized ? (
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<div className="flex items-center justify-center py-12">
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<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
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</div>
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) : (
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<div className="space-y-4">
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{isSandbox && mode === 'email' && (
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<div className="rounded-lg border border-border bg-secondary/40 px-3 py-2.5 text-sm text-muted-foreground">
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E-postutskick är avstängt i sandlådan. Använd istället
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«Markera som skickad» för att testa det resterande
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flödet.
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</div>
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)}
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{!isSandbox && !canEmail && mode === 'email' && (
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<div className="rounded-lg border border-border bg-secondary/40 px-3 py-2.5 text-sm text-muted-foreground">
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E-postutskick kräver ett abonnemang.{' '}
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<a href="/settings/billing" className="underline underline-offset-2">
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Uppgradera
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</a>{' '}
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eller använd «Markera som skickad».
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</div>
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)}
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{showJournalPreview ? (
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<>
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<p className="text-sm text-muted-foreground">
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{t('journal_preview_intro')}
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</p>
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<JournalEntryReviewContent
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periodName={periodName}
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entryDate={invoice.invoice_date}
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description={t(isCreditNote ? 'credit_voucher_description' : 'voucher_description', {
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numberSpace: invoice.invoice_number ? ` ${invoice.invoice_number}` : '',
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customerSuffix: invoice.customer.name ? `, ${invoice.customer.name}` : '',
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})}
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lines={proposedLines}
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totalDebit={totalDebit}
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totalCredit={totalCredit}
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showBalanceBadge={true}
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hideDate={!periodName}
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/>
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</>
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) : (
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<p className="text-sm text-muted-foreground">
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{!shouldBookOnIssue
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? t(isCreditNote ? 'explain_credit_cash' : 'explain_cash')
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: mode === 'email'
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? t('explain_email', { email: invoice.customer.email ?? '' })
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: t('explain_manual')}
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</p>
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)}
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</div>
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)}
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<DialogFooter>
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<Button
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variant="outline"
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onClick={handleClose}
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disabled={isSubmitting}
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className="w-full sm:w-auto min-h-11"
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>
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{t(isCreditNote ? 'later' : 'cancel')}
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</Button>
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<Button
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onClick={handleConfirm}
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disabled={isSubmitting || !isInitialized || (mode === 'email' && (isSandbox || !canEmail))}
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className="w-full sm:w-auto min-h-11"
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title={
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mode === 'email' && isSandbox
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? 'E-postutskick är avstängt i sandlådan'
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: mode === 'email' && !canEmail
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? 'E-postutskick kräver ett abonnemang'
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: undefined
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}
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>
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{isSubmitting ? (
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<Loader2 className="mr-2 h-4 w-4 animate-spin" />
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) : mode === 'email' ? (
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<Mail className="mr-2 h-4 w-4" />
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) : (
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<Send className="mr-2 h-4 w-4" />
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)}
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{t(
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isCreditRepair
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? 'complete_credit_bookkeeping'
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: isCreditNote
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? mode === 'email'
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? shouldBookOnIssue
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? 'send_credit_note_and_book'
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: 'send_credit_note'
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: shouldBookOnIssue
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? 'mark_credit_note_sent_and_book'
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: 'mark_credit_note_sent'
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: mode === 'email'
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? shouldBookOnIssue
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? 'send_invoice_and_book'
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: 'send_invoice'
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: shouldBookOnIssue
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? 'mark_as_sent_and_book'
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: 'mark_as_sent',
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)}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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)
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}
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