Files
accounted/app/(dashboard)/bookkeeping/page.tsx
T
MattssonandClaude Opus 4.8 f63d3e3100 Bug/open banking flow (#854)
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

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

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

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

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

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

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

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

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

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

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-01 18:13:00 +02:00

173 lines
5.8 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo } from 'react'
import { useRouter, useSearchParams } from 'next/navigation'
import { useTranslations } from 'next-intl'
import { Button } from '@/components/ui/button'
import JournalEntryList from '@/components/bookkeeping/JournalEntryList'
import { type FormLine } from '@/components/bookkeeping/JournalEntryForm'
import NewJournalEntryDialog, { type CopyPrefill } from '@/components/bookkeeping/NewJournalEntryDialog'
import AgentSparkleButton from '@/components/agent/AgentSparkleButton'
import { useToast } from '@/components/ui/use-toast'
import { Plus } from 'lucide-react'
import { PageHeader } from '@/components/ui/page-header'
import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
import type { JournalEntry, JournalEntryLine } from '@/types'
interface NextVoucher {
next: number
series: string
}
const UUID_RE = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i
export default function BookkeepingPage() {
const { toast } = useToast()
const router = useRouter()
const searchParams = useSearchParams()
const copyFromId = useMemo<string | null>(() => {
const raw = searchParams.get('copy_from')
return raw && UUID_RE.test(raw) ? raw : null
}, [searchParams])
const [refreshKey, setRefreshKey] = useState(0)
const [showNewEntry, setShowNewEntry] = useState(false)
const [copyPrefill, setCopyPrefill] = useState<CopyPrefill | null>(null)
const [isLoadingCopy, setIsLoadingCopy] = useState(false)
const [nextVoucher, setNextVoucher] = useState<NextVoucher | null>(null)
const t = useTranslations('bookkeeping')
// React to copy_from in URL: switch tab, fetch source entry, then clean URL.
// useSearchParams keeps this reactive even when navigation happens within the
// same route (e.g. clicking the Kopiera button in the expanded list row),
// which a one-shot useState initializer wouldn't notice.
/* eslint-disable react-hooks/set-state-in-effect -- URL→state sync requires sync setState */
useEffect(() => {
if (!copyFromId) return
setShowNewEntry(true)
setCopyPrefill(null)
setIsLoadingCopy(true)
fetch(`/api/bookkeeping/journal-entries/${copyFromId}`)
.then((res) => res.json())
.then(({ data, error }: { data?: JournalEntry; error?: string }) => {
if (error || !data) {
toast({
title: t('copy_failed_title'),
description: error || t('copy_source_missing'),
variant: 'destructive',
})
return
}
const sourceLines = ((data.lines || []) as JournalEntryLine[])
.slice()
.sort((a, b) => a.sort_order - b.sort_order)
const lines: FormLine[] = sourceLines.map((l) => {
const debit = Number(l.debit_amount) || 0
const credit = Number(l.credit_amount) || 0
return {
account_number: l.account_number,
debit_amount: debit > 0 ? debit.toFixed(2) : '',
credit_amount: credit > 0 ? credit.toFixed(2) : '',
line_description: l.line_description || '',
}
})
setCopyPrefill({
sourceId: copyFromId,
sourceVoucherLabel: formatVoucher(data),
lines,
description: data.description || '',
notes: data.notes || '',
})
})
.catch(() => {
toast({
title: t('copy_failed_title'),
description: t('copy_fetch_failed'),
variant: 'destructive',
})
})
.finally(() => {
setIsLoadingCopy(false)
// Clear copy_from so a refresh doesn't re-trigger and so clicking the
// same entry's Kopiera button again re-fires this effect.
router.replace('/bookkeeping')
})
}, [copyFromId, toast, router])
/* eslint-enable react-hooks/set-state-in-effect */
// Fetch the next voucher number for today's fiscal period + default series.
// Re-runs after each commit (refreshKey++) so the tab label stays current.
useEffect(() => {
let cancelled = false
fetch('/api/bookkeeping/voucher-sequences/next')
.then((r) => r.json())
.then(({ data }) => {
if (cancelled) return
if (data?.next != null) {
setNextVoucher({ next: data.next, series: data.series })
} else {
setNextVoucher(null)
}
})
.catch(() => {
if (!cancelled) setNextVoucher(null)
})
return () => {
cancelled = true
}
}, [refreshKey])
return (
<div className="space-y-8">
<PageHeader
title={t('title')}
action={
<div className="flex gap-2 w-full sm:w-auto">
<Button
className="w-full sm:w-auto"
onClick={() => {
setCopyPrefill(null)
setShowNewEntry(true)
}}
>
<Plus className="mr-2 h-4 w-4" />
{t('tab_new_entry')}
{nextVoucher && (
<span className="ml-1 text-primary-foreground/70 tabular-nums">
({nextVoucher.series}{nextVoucher.next})
</span>
)}
</Button>
<AgentSparkleButton
intentId="verifikation.draft"
contextRef="verifikation:new"
label={t('create_with_assistant')}
size="default"
className="w-full sm:w-auto"
/>
</div>
}
/>
<JournalEntryList key={refreshKey} />
<NewJournalEntryDialog
open={showNewEntry}
onOpenChange={(o) => {
setShowNewEntry(o)
if (!o) setCopyPrefill(null)
}}
onCreated={() => {
setRefreshKey((k) => k + 1)
setShowNewEntry(false)
setCopyPrefill(null)
}}
copyPrefill={copyPrefill}
isLoading={isLoadingCopy}
/>
</div>
)
}