Files
accounted/components/bookkeeping/JournalEntryForm.tsx
T
MattssonandClaude Opus 4.8 64991eb3c9 Add/transaction deletion (#695)
* feat(salary): add remove-employee button to draft salary runs

The DELETE /api/salary/runs/{id}/employees/{employeeId} endpoint already
existed (draft-only, cascades to the employee's line items) but had no UI
trigger, so a mistakenly added employee could only be cleared by deleting
the whole draft. Add a trash-icon action column to the "Anställda" table,
gated on draft status + write permission to match the endpoint's guard,
with a confirm prompt and success/error toast.

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

* fix(settings): prevent horizontal overflow on mobile

The company settings invite form was a non-wrapping fixed-width flex row that overflowed narrow viewports, forcing the full-screen settings modal to scroll on the x-axis. Stack the form vertically on mobile (sm:flex-row at and above the sm breakpoint) and add the missing min-w-0 guard to the modal content pane.

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

* feat(bookkeeping): move journal entry filters into a filter dialog

The ledger toolbar showed every filter inline (fiscal year, sort, series,
date range, missing-documents toggle), which felt cluttered. Keep only the
search field visible and move the rest into a "Filtrera" dialog with an
active-filter count badge.

- JournalEntryList now owns the fiscal-year scope, restored from the same
  localStorage key FiscalYearSelector writes, so the page no longer renders
  the selector separately.
- Filters apply live and the dialog stays open; "Rensa alla filter" clears them.
- Export STORAGE_KEY_PREFIX / ALL_YEARS_VALUE from FiscalYearSelector so the
  list reuses the persisted selection without duplicating the key.

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

* feat(transactions): implement imported transaction guard for deletion

- Added a guard to prevent deletion of transactions that are imported via bank sync or file uploads.
- Introduced `isImportedTransaction` utility to determine if a transaction is user-created or imported.
- Updated DELETE endpoint to return a 409 status for attempts to delete imported transactions.
- Enhanced transaction history and inbox components to reflect the new deletion rules.
- Added tests for transaction origin determination and deletion behavior.
- Updated UI components to include a confirmation dialog for clearing journal entry forms.
- Localized new strings for clearing form functionality in English and Swedish.

* feat(transactions): enhance transaction deletion guard and improve fiscal year visibility

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-08 15:25:27 +02:00

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'use client'
import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
import { useTranslations, useLocale } from 'next-intl'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Textarea } from '@/components/ui/textarea'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter } from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { Plus, Trash2, AlertTriangle, Loader2, Lock, CalendarPlus, Eraser } from 'lucide-react'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
import { AddAccountDialog } from '@/components/bookkeeping/AddAccountDialog'
import { Skeleton } from '@/components/ui/skeleton'
import {
useSubmitWithAccountActivation,
throwOnStructuredError,
} from '@/lib/hooks/use-submit-with-account-activation'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency } from '@/lib/utils'
import { formatVoucher, resolveDefaultSeriesForSource } from '@/lib/bookkeeping/voucher-series-resolver'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import { useCompany } from '@/contexts/CompanyContext'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency } from '@/types'
const CURRENCIES: { value: Currency; label: string }[] = [
{ value: 'SEK', label: 'SEK' },
{ value: 'EUR', label: 'EUR' },
{ value: 'USD', label: 'USD' },
{ value: 'GBP', label: 'GBP' },
{ value: 'NOK', label: 'NOK' },
{ value: 'DKK', label: 'DKK' },
]
export interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
line_description: string
currency?: string
amount_in_currency?: number
exchange_rate?: number
}
interface Props {
onCreated?: () => void
onEntryCreated?: (entryId: string) => void
initialLines?: FormLine[]
initialDate?: string
initialDescription?: string
initialNotes?: string
sourceType?: JournalEntrySourceType
sourceId?: string
submitUrl?: string
embedded?: boolean
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
export default function JournalEntryForm({
onCreated,
onEntryCreated,
initialLines,
initialDate,
initialDescription,
initialNotes,
sourceType,
sourceId,
submitUrl,
embedded,
}: Props) {
const { canWrite } = useCanWrite()
const { toast } = useToast()
const { company } = useCompany()
const t = useTranslations('journal_form')
const locale = useLocale()
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
const [description, setDescription] = useState(initialDescription ?? '')
const [notes, setNotes] = useState(initialNotes ?? '')
const [lines, setLines] = useState<FormLine[]>(
initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
)
const [voucherSeries, setVoucherSeries] = useState('A')
const [nextVoucherNumber, setNextVoucherNumber] = useState<number | null>(null)
const [isSubmitting, setIsSubmitting] = useState(false)
const [showReview, setShowReview] = useState(false)
const [isSavingDraft, setIsSavingDraft] = useState(false)
const saveAsDraftRef = useRef(false)
const [showNoDocWarning, setShowNoDocWarning] = useState(false)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [entryCurrency, setEntryCurrency] = useState<Currency>('SEK')
const [exchangeRate, setExchangeRate] = useState('')
const [isFetchingRate, setIsFetchingRate] = useState(false)
const [foreignAmount, setForeignAmount] = useState('')
const [periodMismatch, setPeriodMismatch] = useState<'no_period' | 'wrong_period' | null>(null)
const [showCreatePeriod, setShowCreatePeriod] = useState(false)
const [showClearConfirm, setShowClearConfirm] = useState(false)
// Month (YYYY-MM) of the most recently posted voucher this session. Used to
// flag, at the review step, when the user is about to book into a different
// month — guards against accidentally posting to the wrong month.
const [lastPostedMonth, setLastPostedMonth] = useState<string | null>(null)
// Per-account saldo as of entryDate, keyed by account_number.
// undefined = not fetched, null = fetch in flight.
const [accountBalances, setAccountBalances] = useState<Record<string, number | null>>({})
// Inline account-creation: which line triggered the dialog, and what the
// user typed in the combobox so we can prefill the dialog.
const [creatingAccountForLine, setCreatingAccountForLine] = useState<number | null>(null)
const [createAccountPrefill, setCreateAccountPrefill] = useState<string>('')
// Per-row refs to the debit inputs so we can auto-advance focus there once an
// account is committed on a row. Two layouts render simultaneously (mobile
// cards + desktop table); we focus whichever one is actually visible.
const desktopDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const isForeign = entryCurrency !== 'SEK'
const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
const hasContent = description !== '' || notes !== '' ||
lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
uploadedFiles.length > 0
useUnsavedChanges(hasContent)
async function fetchPeriods() {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
const fetched: FiscalPeriod[] = data || []
setPeriods(fetched)
// Auto-select period matching the current entry date
const match = fetched.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else if (fetched.length > 0) {
setSelectedPeriod(fetched[0].id)
setPeriodMismatch('no_period')
}
}
async function fetchAccounts() {
const res = await fetch('/api/bookkeeping/accounts')
const { data } = await res.json()
setAccounts(data || [])
}
useEffect(() => {
fetchPeriods()
fetchAccounts()
// Fetch default voucher series from company settings — prefer the
// per-source-type mapping when present; fall back to the legacy
// default_voucher_series, then to 'A'.
if (!embedded) {
fetch('/api/settings').then(r => r.json()).then(({ data }) => {
if (!data) return
const effectiveSourceType = sourceType ?? 'manual'
const perSource = resolveDefaultSeriesForSource(
data as { default_voucher_series_per_source_type?: Record<string, string> | null } | null,
effectiveSourceType,
)
const fallback = data.default_voucher_series || 'A'
setVoucherSeries(perSource !== 'A' ? perSource : fallback)
}).catch(() => {/* keep 'A' */})
}
}, [embedded, sourceType])
// Auto-select period when entry date changes
useEffect(() => {
if (periods.length === 0) return
const match = periods.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else {
setPeriodMismatch('no_period')
}
}, [entryDate, periods])
// Preview the upcoming voucher number for the selected period + series.
// Read-only hint; the actual number is reserved atomically at commit time,
// so this may shift by one if another entry lands first.
useEffect(() => {
if (embedded || !selectedPeriod || !voucherSeries) {
setNextVoucherNumber(null)
return
}
let cancelled = false
const qs = new URLSearchParams({ period_id: selectedPeriod, series: voucherSeries })
fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
.then((r) => (r.ok ? r.json() : null))
.then((body) => {
if (cancelled) return
const next = body?.data?.next
setNextVoucherNumber(typeof next === 'number' ? next : null)
})
.catch(() => {
if (!cancelled) setNextVoucherNumber(null)
})
return () => {
cancelled = true
}
}, [embedded, selectedPeriod, voucherSeries])
// Fetch exchange rate from Riksbanken when currency changes
const fetchRate = useCallback(async (currency: Currency) => {
if (currency === 'SEK') return
setIsFetchingRate(true)
try {
const res = await fetch(`/api/currency/rate?currency=${currency}&date=${entryDate}`)
if (res.ok) {
const { data } = await res.json()
if (data?.rate) {
setExchangeRate(String(data.rate))
}
}
} catch {
// Non-critical — user can enter rate manually
} finally {
setIsFetchingRate(false)
}
}, [entryDate])
useEffect(() => {
if (entryCurrency !== 'SEK') {
fetchRate(entryCurrency)
}
}, [entryCurrency, fetchRate])
// Stable key of selected account numbers across all lines, sorted + deduped.
// Only valid 4-digit BAS account numbers are included.
const accountsKey = useMemo(
() =>
Array.from(
new Set(lines.map((l) => l.account_number).filter((a) => /^\d{4}$/.test(a)))
)
.sort()
.join(','),
[lines]
)
// Fetch per-account saldo as of entryDate for the accounts currently on the
// form. Balances are reference-only ("saldo before this entry") — they ignore
// the draft lines the user is typing, by design.
useEffect(() => {
if (!accountsKey) {
setAccountBalances({})
return
}
const accountList = accountsKey.split(',')
// Carry forward any previously-known balances for these accounts so the
// value doesn't blank out on re-fetch; mark genuinely new accounts as
// loading (null).
setAccountBalances((prev) => {
const next: Record<string, number | null> = {}
for (const a of accountList) next[a] = a in prev ? prev[a] : null
return next
})
let cancelled = false
const handle = setTimeout(async () => {
try {
const qs = new URLSearchParams({ accounts: accountsKey, as_of: entryDate })
const res = await fetch(`/api/bookkeeping/account-balances?${qs}`)
if (!res.ok) {
// 4xx (e.g. future entryDate rejected by Zod) or 5xx: collapse the
// loading skeleton so the column doesn't get stuck. Saldo is a
// reference value, not authoritative — showing 0 here is preferable
// to an indefinite spinner.
if (cancelled) return
setAccountBalances((prev) => {
const next = { ...prev }
for (const a of accountList) {
if (next[a] == null) next[a] = 0
}
return next
})
return
}
const body = (await res.json()) as {
data: Array<{ account_number: string; balance: number }>
}
if (cancelled) return
setAccountBalances((prev) => {
const next = { ...prev }
for (const row of body.data) next[row.account_number] = row.balance
return next
})
} catch {
// Reference value — failure is non-fatal, just leave previous state.
}
}, 150)
return () => {
cancelled = true
clearTimeout(handle)
}
}, [accountsKey, entryDate])
const addLine = () => {
setLines([...lines, { ...BLANK_LINE }])
}
const removeLine = (index: number) => {
if (lines.length <= 2) return
setLines(lines.filter((_, i) => i !== index))
}
const updateLine = (index: number, field: keyof FormLine, value: string) => {
const updated = [...lines]
updated[index] = { ...updated[index], [field]: value }
// If entering debit, clear credit and vice versa
if (field === 'debit_amount' && value) {
updated[index].credit_amount = ''
} else if (field === 'credit_amount' && value) {
updated[index].debit_amount = ''
}
// Auto-fill line description from account name when selecting an account.
// NOTE: we intentionally do NOT auto-fill a balancing amount here — that was
// surprising when splitting across several lines. The balancing amount is
// now opt-in via double-clicking a debit/credit field (handleFillBalance).
if (field === 'account_number' && value) {
const account = accounts.find((a) => a.account_number === value)
if (account) {
updated[index].line_description = account.account_name
}
}
setLines(updated)
}
// Outstanding imbalance from every line except `excludeIndex`.
// Positive => debit side is short (a debit on the target row balances it);
// negative => credit side is short.
const computeBalancingDiff = useCallback(
(excludeIndex: number) => {
const others = lines.filter((_, i) => i !== excludeIndex)
const d = others.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const c = others.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
return Math.round((c - d) * 100) / 100
},
[lines]
)
// Opt-in balancing: double-click a debit/credit field to fill the amount that
// makes the voucher balance. No-op if already balanced or if the balancing
// entry belongs on the other side.
const handleFillBalance = (index: number, side: 'debit' | 'credit') => {
const diff = computeBalancingDiff(index)
const fill = side === 'debit' ? diff : -diff
if (fill <= 0) return
updateLine(index, side === 'debit' ? 'debit_amount' : 'credit_amount', fill.toFixed(2))
}
// Move focus to a row's debit input. Deferred a frame so it runs after any
// re-render (e.g. the auto-appended trailing row). offsetParent is null for
// display:none elements, so this picks whichever layout is currently visible.
const focusDebit = useCallback((index: number) => {
requestAnimationFrame(() => {
const d = desktopDebitRefs.current[index]
const m = mobileDebitRefs.current[index]
const target = d && d.offsetParent !== null ? d : m && m.offsetParent !== null ? m : (d ?? m)
target?.focus()
target?.select?.()
})
}, [])
// Keep exactly one trailing blank row so the user never has to click "Lägg
// till rad": once the last row is started (account or amount), append a fresh
// blank below it. Applies uniformly to typed, templated and copied lines.
// The guard lives inside the functional updater so chained updates see each
// other's result — making it idempotent and safe under StrictMode's dev-only
// double-invoke (no runaway append, no double blank row).
useEffect(() => {
setLines((prev) => {
const last = prev[prev.length - 1]
if (!last) return prev
const trailingBlank =
last.account_number === '' && last.debit_amount === '' && last.credit_amount === ''
return trailingBlank ? prev : [...prev, { ...BLANK_LINE }]
})
}, [lines])
// Only lines with both an account and a non-zero amount end up in the submit
// payload (see the filter in handleConfirm). Compute totals and balance from
// those same lines so the enable-gate matches what the API will actually see.
const submittableLines = lines.filter((l) => {
const d = parseFloat(l.debit_amount) || 0
const c = parseFloat(l.credit_amount) || 0
return !!l.account_number && (d > 0 || c > 0)
})
const incompleteLineCount = lines.filter((l) => {
const d = parseFloat(l.debit_amount) || 0
const c = parseFloat(l.credit_amount) || 0
const hasAmount = d > 0 || c > 0
const hasAccount = !!l.account_number
// Row counts as incomplete if exactly one of (account, amount) is present.
return hasAccount !== hasAmount
}).length
const totalDebit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const totalCredit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const isBalanced =
Math.round((totalDebit - totalCredit) * 100) === 0
&& totalDebit > 0
&& submittableLines.length >= 2
&& incompleteLineCount === 0
const rate = parseFloat(exchangeRate) || 0
// If user has manually entered a foreign amount, use that; otherwise derive from SEK total
const parsedForeignInput = parseFloat(foreignAmount) || 0
const computedForeignAmount = isForeign && rate > 0
? (parsedForeignInput > 0
? parsedForeignInput
: (totalDebit > 0 ? Math.round(totalDebit / rate * 100) / 100 : 0))
: 0
// The expected SEK equivalent based on foreign amount × rate
const computedSekAmount = isForeign && rate > 0 && computedForeignAmount > 0
? Math.round(computedForeignAmount * rate * 100) / 100
: 0
// Month/period safety signals surfaced at the review step (not as a blocking
// dialog on every date change — that would add friction to routine entry).
const monthLabel = useCallback(
(ym: string) => {
const [y, m] = ym.split('-').map(Number)
if (!y || !m) return ym
return new Date(y, m - 1, 1).toLocaleDateString(locale === 'en' ? 'en-GB' : 'sv-SE', {
month: 'long',
year: 'numeric',
})
},
[locale]
)
const entryMonth = entryDate.slice(0, 7)
const monthChanged = lastPostedMonth != null && entryMonth !== lastPostedMonth
const selectedPeriodObj = periods.find((p) => p.id === selectedPeriod)
const selectedPeriodLocked = !!(selectedPeriodObj?.locked_at || selectedPeriodObj?.is_closed)
const handleTemplateApply = (templateLines: FormLine[], templateDescription: string) => {
setLines(templateLines)
if (!description) setDescription(templateDescription)
}
// Wipe the form back to a blank entry. Mirrors the post-submit reset: it
// clears the data the user typed (lines, description, note, attachments,
// currency) but keeps the contextual defaults (period, date, series) so the
// form is immediately ready for the next entry.
const handleClearAll = () => {
setDescription('')
setNotes('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
}
const handleOpenCreateAccount = (lineIndex: number, prefill: string) => {
setCreatingAccountForLine(lineIndex)
setCreateAccountPrefill(prefill)
}
// After a new account is created, refresh the chart, auto-select it on the
// line that initiated the create, and close the dialog. All other form
// state is preserved — we never navigate away from the form.
const handleAccountCreated = async (account: BASAccount) => {
await fetchAccounts()
if (creatingAccountForLine != null) {
updateLine(creatingAccountForLine, 'account_number', account.account_number)
}
setCreatingAccountForLine(null)
setCreateAccountPrefill('')
}
const handleReview = () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
if (!embedded && !hasDocuments) {
setShowNoDocWarning(true)
return
}
setShowReview(true)
}
// Inner submit: builds payload, POSTs, throws a structured error on failure
// (so the activation hook can intercept ACCOUNTS_NOT_IN_CHART).
const postJournalEntry = useCallback(async () => {
let currencyMetaApplied = false
const entryLines: CreateJournalEntryLineInput[] = lines
.filter((l) => l.account_number && (l.debit_amount || l.credit_amount))
.map((l) => {
const base: CreateJournalEntryLineInput = {
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,
}
if (l.currency) {
base.currency = l.currency
if (l.amount_in_currency != null) base.amount_in_currency = l.amount_in_currency
if (l.exchange_rate != null) base.exchange_rate = l.exchange_rate
} else if (isForeign && rate > 0 && l.account_number.startsWith('19') && !currencyMetaApplied) {
base.currency = entryCurrency
base.amount_in_currency = computedForeignAmount
base.exchange_rate = rate
currencyMetaApplied = true
}
return base
})
const baseUrl = submitUrl ?? '/api/bookkeeping/journal-entries'
const url = saveAsDraftRef.current ? `${baseUrl}?as_draft=true` : baseUrl
const res = await fetch(url, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
fiscal_period_id: selectedPeriod,
entry_date: entryDate,
description,
source_type: sourceType ?? 'manual',
source_id: sourceId,
voucher_series: voucherSeries || 'A',
notes: notes || undefined,
lines: entryLines,
}),
})
return (await throwOnStructuredError(res)) as { data?: { id?: string; voucher_series?: string; voucher_number?: number }; journal_entry_id?: string }
}, [lines, isForeign, rate, entryCurrency, computedForeignAmount, submitUrl, selectedPeriod, entryDate, description, sourceType, sourceId, voucherSeries, notes])
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
useSubmitWithAccountActivation(postJournalEntry)
const handleConfirm = async () => {
setIsSubmitting(true)
saveAsDraftRef.current = false
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
if (journalEntryId && uploadedFiles.length > 0) {
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
let linkFailCount = 0
for (const file of filesToLink) {
try {
await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch {
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: t('toast_attach_failed_title'),
description: t('toast_attach_failed_description', { count: linkFailCount }),
variant: 'destructive',
})
}
}
toast({
title: t('toast_created_title'),
description: t('toast_created_description', { voucher: formatVoucher(result.data ?? {}) }),
})
setLastPostedMonth(entryDate.slice(0, 7))
setShowReview(false)
setDescription('')
setNotes('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// User dismissed the activation dialog — no toast needed
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: t('toast_create_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
} finally {
setIsSubmitting(false)
}
}
const handleSaveDraft = async () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
setIsSavingDraft(true)
saveAsDraftRef.current = true
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
if (journalEntryId && uploadedFiles.length > 0) {
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
for (const file of filesToLink) {
try {
await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch {
// Non-blocking: user can attach underlag from the draft view
}
}
}
toast({
title: t('toast_draft_saved_title'),
description: t('toast_draft_saved_description'),
})
setDescription('')
setNotes('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// Activation dialog dismissed — silent
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: t('toast_save_draft_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
} finally {
saveAsDraftRef.current = false
setIsSavingDraft(false)
}
}
const formContent = (
<div className="space-y-4">
<div className={`grid gap-4 grid-cols-1 ${
embedded && initialDate
? 'sm:grid-cols-2'
: embedded
? 'sm:grid-cols-3'
: 'sm:grid-cols-[1fr_auto_1fr_3.5rem]'
}`}>
<div>
<Label>{t('fiscal_year')}</Label>
<Select value={selectedPeriod} onValueChange={setSelectedPeriod}>
<SelectTrigger className="mt-1">
<SelectValue placeholder={t('fiscal_year_placeholder')} />
</SelectTrigger>
<SelectContent>
{periods.map((p) => (
<SelectItem key={p.id} value={p.id}>
{p.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{!(embedded && initialDate) && (
<div>
<Label>{t('date')}</Label>
<Input
type="date"
value={entryDate}
onChange={(e) => setEntryDate(e.target.value)}
/>
</div>
)}
<div>
<Label>{t('description')}</Label>
<Input
value={description}
onChange={(e) => setDescription(e.target.value)}
placeholder={t('description_placeholder')}
/>
</div>
<div className={embedded ? 'hidden' : 'col-span-full'}>
<Label>{t('internal_note')} <span className="text-muted-foreground font-normal">{t('internal_note_optional')}</span></Label>
<Textarea
value={notes}
onChange={(e) => setNotes(e.target.value)}
placeholder={t('internal_note_placeholder')}
className="mt-1 resize-none"
rows={2}
maxLength={2000}
/>
</div>
{!embedded && (
<div>
<Label>{t('series')}</Label>
<Input
value={voucherSeries}
onChange={(e) => {
const v = e.target.value.toUpperCase().replace(/[^A-Z]/g, '').slice(-1)
setVoucherSeries(v)
}}
onFocus={(e) => {
const target = e.target
setTimeout(() => target.select(), 0)
}}
onBlur={() => {
if (!voucherSeries) setVoucherSeries('A')
}}
className="mt-1 text-center font-mono"
maxLength={1}
/>
</div>
)}
</div>
{/* Period mismatch warning */}
{periodMismatch === 'no_period' && (
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground">
<p className="font-medium">{t('no_period_warning', { date: entryDate })}</p>
<p className="mt-0.5">{t('no_period_help')}</p>
</div>
<Button
variant="outline"
size="sm"
onClick={() => setShowCreatePeriod(true)}
className="shrink-0"
>
<CalendarPlus className="h-3.5 w-3.5 mr-1.5" />
{t('create_period')}
</Button>
</div>
)}
{/* Currency section */}
<div className="flex flex-wrap items-end gap-3">
<div className="w-24">
<Label className="text-xs text-muted-foreground">{t('currency')}</Label>
<Select value={entryCurrency} onValueChange={(v) => {
setEntryCurrency(v as Currency)
if (v === 'SEK') {
setExchangeRate('')
setForeignAmount('')
}
}}>
<SelectTrigger className="mt-1 h-8">
<SelectValue />
</SelectTrigger>
<SelectContent>
{CURRENCIES.map((c) => (
<SelectItem key={c.value} value={c.value}>{c.label}</SelectItem>
))}
</SelectContent>
</Select>
</div>
{isForeign && (
<>
<div className="w-40">
<Label className="text-xs text-muted-foreground">
{t('exchange_rate_label', { currency: entryCurrency })}
</Label>
<div className="relative mt-1">
<Input
type="number"
value={exchangeRate}
onChange={(e) => setExchangeRate(e.target.value)}
placeholder="0,0000"
className="h-8 pr-8"
step="0.0001"
min="0"
/>
{isFetchingRate && (
<Loader2 className="absolute right-2 top-1.5 h-4 w-4 animate-spin text-muted-foreground" />
)}
</div>
</div>
<div className="w-40">
<Label className="text-xs text-muted-foreground">
{t('amount_in_currency_label', { currency: entryCurrency })}
</Label>
<Input
type="number"
value={foreignAmount || (computedForeignAmount > 0 && !parsedForeignInput ? computedForeignAmount.toFixed(2) : '')}
onChange={(e) => setForeignAmount(e.target.value)}
placeholder="0,00"
className="mt-1 h-8"
step="0.01"
min="0"
/>
</div>
{rate > 0 && computedForeignAmount > 0 && (
<p className="text-xs text-muted-foreground pb-1">
{computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} {entryCurrency} × {rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 })} = {computedSekAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
</p>
)}
</>
)}
</div>
{/* Entry lines — mobile cards */}
<div className="sm:hidden space-y-3">
{lines.map((line, index) => (
<div key={index} className="rounded-lg border bg-card p-3 space-y-2">
<div className="flex items-start gap-2">
<div className="flex-1">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(num) => updateLine(index, 'account_number', num)}
onCommit={() => focusDebit(index)}
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
/>
</div>
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px] shrink-0 -mr-1 -mt-1"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
placeholder={t('line_description_placeholder')}
/>
<div className="grid grid-cols-2 gap-2">
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('col_debit')}</Label>
<Input
ref={(el) => { mobileDebitRefs.current[index] = el }}
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'debit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right"
inputMode="decimal"
min="0"
step="0.01"
/>
</div>
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('col_credit')}</Label>
<Input
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'credit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right"
inputMode="decimal"
min="0"
step="0.01"
/>
</div>
</div>
{/^\d{4}$/.test(line.account_number) && (
<div className="flex justify-end text-xs text-muted-foreground tabular-nums pt-0.5">
{accountBalances[line.account_number] === null || accountBalances[line.account_number] === undefined ? (
<Skeleton className="h-3 w-20" />
) : (
<span>
{t('saldo_label')} {formatCurrency(accountBalances[line.account_number] as number)}
</span>
)}
</div>
)}
</div>
))}
{/* Mobile totals */}
<div className="flex justify-between items-center px-1 pt-2 font-semibold text-sm">
<span>{t('sum')}</span>
<div className="flex gap-4">
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
{t('sum_d', { amount: totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
</span>
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
{t('sum_k', { amount: totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
</span>
</div>
</div>
<div className="flex gap-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
className="flex-1"
>
<Plus className="h-3 w-3 mr-1" />
{t('add_line')}
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
</div>
</div>
{/* Entry lines — desktop table */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
<tr className="border-b text-left">
<th className="py-2 w-28">{t('col_account')}</th>
<th className="py-2 px-1">{t('col_description')}</th>
<th className="py-2 w-32 px-1 text-right">{t('col_debit')}</th>
<th className="py-2 w-32 px-1 text-right">{t('col_credit')}</th>
<th className="py-2 w-28 px-1 text-right">{t('col_saldo')}</th>
<th className="py-2 w-10"></th>
</tr>
</thead>
<tbody>
{lines.map((line, index) => (
<tr key={index} className="border-b">
<td className="py-1.5">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(num) => updateLine(index, 'account_number', num)}
onCommit={() => focusDebit(index)}
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
className="h-8"
/>
</td>
<td className="py-1.5 px-1">
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
placeholder={t('line_description_placeholder')}
className="h-8"
/>
</td>
<td className="py-1.5 px-1">
<Input
ref={(el) => { desktopDebitRefs.current[index] = el }}
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'debit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right h-8"
inputMode="decimal"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1">
<Input
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'credit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right h-8"
inputMode="decimal"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1 text-right tabular-nums text-muted-foreground">
{(() => {
if (!/^\d{4}$/.test(line.account_number)) return null
const bal = accountBalances[line.account_number]
if (bal === null || bal === undefined) {
return <Skeleton className="h-4 w-20 ml-auto" />
}
return formatCurrency(bal)
})()}
</td>
<td className="py-1.5">
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px]"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="font-semibold">
<td colSpan={2} className="py-2 px-1">
{t('sum')}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-success' : 'text-destructive'
}`}
>
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-success' : 'text-destructive'
}`}
>
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td></td>
<td></td>
</tr>
</tfoot>
</table>
<div className="flex gap-2 mt-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
>
<Plus className="h-3 w-3 mr-1" />
{t('add_line')}
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
</div>
<p className="mt-1.5 text-xs text-muted-foreground">{t('fill_balance_hint')}</p>
</div>
{/* Document attachments */}
{!embedded && (
<div>
<Label className="mb-2 block">{t('attachments_label')}</Label>
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
/>
</div>
)}
{!isBalanced && totalDebit > 0 && (
<p className="text-sm text-destructive">
{t('difference', { amount: formatCurrency(Math.abs(totalDebit - totalCredit)) })}
</p>
)}
<div className="flex flex-col items-end gap-1">
<div className="flex gap-2">
{!embedded && (
<Button
variant="ghost"
onClick={() => setShowClearConfirm(true)}
disabled={!hasContent || isSubmitting || isSavingDraft}
title={t('clear_all_tooltip')}
>
<Eraser className="mr-2 h-4 w-4" />
{t('clear_all')}
</Button>
)}
<Button
variant="outline"
onClick={handleSaveDraft}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : t('save_draft_tooltip')}
>
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('save_draft')}
</Button>
<Button
onClick={handleReview}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : undefined}
>
{!canWrite && <Lock className="mr-2 h-4 w-4" />}
{t('review_and_create')}
</Button>
</div>
{(!description || !selectedPeriod || isUploading || periodMismatch || incompleteLineCount > 0 || (!isBalanced && submittableLines.length < 2)) && (
<div className="text-xs text-muted-foreground space-y-0.5 text-right">
{!description && <p>{t('validation_description')}</p>}
{!selectedPeriod && <p>{t('validation_period')}</p>}
{periodMismatch === 'no_period' && <p>{t('validation_no_matching_period')}</p>}
{isUploading && <p>{t('validation_uploading')}</p>}
{incompleteLineCount > 0 && (
<p>{t('validation_incomplete_lines')}</p>
)}
{submittableLines.length < 2 && incompleteLineCount === 0 && (
<p>{t('validation_min_lines')}</p>
)}
</div>
)}
</div>
<ActivateAccountsDialog
open={activationDialog.open}
accountNumbers={activationDialog.accountNumbers}
onConfirm={confirmActivation}
onCancel={cancelActivation}
onCreateUnknown={(num) => {
cancelActivation()
const lineIndex = lines.findIndex((l) => l.account_number === num)
setCreatingAccountForLine(lineIndex >= 0 ? lineIndex : null)
setCreateAccountPrefill(num)
}}
/>
<AddAccountDialog
open={creatingAccountForLine != null}
onOpenChange={(next) => {
if (!next) {
setCreatingAccountForLine(null)
setCreateAccountPrefill('')
}
}}
initialAccountNumber={/^\d{1,4}$/.test(createAccountPrefill) ? createAccountPrefill : undefined}
initialAccountName={/^\d{1,4}$/.test(createAccountPrefill) ? undefined : createAccountPrefill}
onCreated={handleAccountCreated}
/>
<ConfirmationDialog
open={showReview}
onOpenChange={setShowReview}
onConfirm={handleConfirm}
isSubmitting={isSubmitting}
title={
!embedded && nextVoucherNumber != null
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
: t('review_title')
}
warningText={embedded ? '' : t('review_warning')}
>
{(monthChanged || selectedPeriodLocked) && (
<div className="mb-4 flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
{monthChanged && (
<p className="font-medium">
{t('review_month_changed', {
prev: monthLabel(lastPostedMonth as string),
current: monthLabel(entryMonth),
})}
</p>
)}
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
</div>
</div>
)}
<JournalEntryReviewContent
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
entryDate={entryDate}
description={description}
notes={notes || undefined}
voucherSeries={!embedded ? voucherSeries : undefined}
lines={lines}
totalDebit={totalDebit}
totalCredit={totalCredit}
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
showBalanceBadge={!embedded}
hideDate={!!embedded}
/>
</ConfirmationDialog>
{/* Warning dialog when no documents attached */}
<ConfirmationDialog
open={showNoDocWarning}
onOpenChange={setShowNoDocWarning}
onConfirm={() => {
setShowNoDocWarning(false)
setShowReview(true)
}}
isSubmitting={false}
title={t('no_doc_dialog_title')}
warningText={t('no_doc_dialog_warning')}
confirmLabel={t('no_doc_confirm')}
>
<div className="text-sm text-muted-foreground">
{t('no_doc_body')}
</div>
</ConfirmationDialog>
<CreatePeriodDialog
open={showCreatePeriod}
onOpenChange={setShowCreatePeriod}
entryDate={entryDate}
periods={periods}
onCreated={fetchPeriods}
/>
{/* Clear-all confirmation */}
<Dialog open={showClearConfirm} onOpenChange={setShowClearConfirm}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>{t('clear_all_confirm_title')}</DialogTitle>
<DialogDescription>{t('clear_all_confirm_body')}</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button variant="outline" onClick={() => setShowClearConfirm(false)}>
{t('clear_all_cancel')}
</Button>
<Button
variant="destructive"
onClick={() => {
handleClearAll()
setShowClearConfirm(false)
}}
>
<Eraser className="mr-2 h-4 w-4" />
{t('clear_all_confirm')}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</div>
)
if (embedded) {
return formContent
}
return (
<Card>
<CardHeader>
<CardTitle>{t('card_title')}</CardTitle>
</CardHeader>
<CardContent>
{formContent}
</CardContent>
</Card>
)
}