Files
accounted/app/(dashboard)/customers/page.tsx
T
b996da60ee feat(parties): Förslag från bokföringen, confirmed straight into Leverantörer and Kunder (#2206)
* feat(parties): Kontakter register, suggestion queue, dossier and merge

Phase 1's two surfaces on top of the parties substrate:

- /parties page: one list with the five-way switch (Alla, Kunder,
  Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all
  period picker, and at most one attention line. Confirmed rows show
  roles as muted text, rhythm, underlag, dominant account and money.
  Observed rows are computed and never stored; a generic band keeps
  unattributed spend visible.
- Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk
  confirm behind one dialog, dismiss on hover, undo on the toast.
- Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and
  identities with source and count), Underlag och verifikat, Historik.
- Merge dialog with a visible, swappable survivor and undo.
- API: GET /api/parties, GET /api/parties/[id], POST suggest, decide,
  decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests).
- Migration 20260903090000: decide_parties snapshots the reason it
  clears; undo_party_decisions reverses confirm/dismiss within 30 days;
  decision kind 'undo'.
- The pipeline runs after SIE import and provider migration (non-blocking)
  so a migrant's register is full on arrival.
- Nav entry under Register; sv/en strings.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): pass explicit interpolation values to next-intl

next build's type check rejects a typed interface where the translator
wants an index-signature record.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): retry label on the load-failed state

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): hard keys for companies without org number, readable names, look-alikes at read time

- get_ledger_key_evidence dropped every document for a company whose own
  org number is NULL (the self check compared against NULL). Replaced in
  20260903100000 with a coalesced comparison; pg test covers it.
- Display names come from the printed name on documents, otherwise from
  the voucher text with the AP/AR prefix and supplier number removed.
- Look-alike parties (same core, or one core extending the other by whole
  words: Fortnox / Fortnox Finans) are detected when the register is read,
  never stored, and feed the Dubblett? chip and the merge dialog.
- Queue shows Intäkt beside Kostnad; dossier hides zero money rows and
  formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no
  synchronous setState inside effects.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* feat(parties): link every new supplier and customer to a party on write

The backfill covered the rows that existed on 2026-09-02; 108 rows
created since had no party and never reached the register. A BEFORE
INSERT/UPDATE trigger on customers and suppliers now calls ensure_party
on every write path at once: find-or-create by org number inside the
company, never by name; a private customer gets a kind=person party
without any number; a nameless row stays unlinked; a foreign party id is
refused with the same error as the composite foreign key; a link to a
merged party follows the chain to the survivor; the clear that ON DELETE
SET NULL performs is kept. ensure_party lets the trigger act for the
row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The
migration also links the rows created since the backfill.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): dossier hides dismissed parties and follows merges to the survivor

The register hid archived parties while the dossier still served them by
id, and a merged party's dossier pointed at a dead row. Superagent P2 on
#2206; three unit tests.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* chore(parties): move the role-link migration past main's 20260903110000

Two files with one version would collide in schema_migrations.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun

Founder decision after the walkthrough: users know two words. The page
becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen'
beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer
views go. Each suggestion shows what it becomes (Blir), read from the
ledger side and changeable per row; confirming calls promote_parties,
which creates the supplier and/or customer row from the party's facts,
never a duplicate, and is undoable for 30 days through
undo_party_promotions (the created rows are archived, the party returns
to the queue). Leverantörer and Kunder carry the one attention line that
leads here. The dossier offers Lägg upp som leverantör / som kund.

Migration 20260903130000, 5 pg tests, route and unit tests updated.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): write bankgiro and plusgiro the way the supplier form does

Identities are stored as digits; suppliers carry 5317-0900.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* chore(parties): move the four queue migrations past main's 20260903170000

Main merged 20260903120000_skattekonto_transactions_realtime_publication
with the same version as the role-link trigger; the preview database
refused the duplicate key. All four now sit after main's newest so the
set applies in one ordered run on prod.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-03 19:49:25 +02:00

433 lines
16 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo, useCallback, Suspense } from 'react'
import { useCompanySettings, useCustomers } from '@/lib/reference-data/hooks'
import { invalidateReferenceData } from '@/lib/reference-data/invalidate'
import dynamic from 'next/dynamic'
import { useLocale, useTranslations } from 'next-intl'
import { useSearchParams, useRouter, usePathname } from 'next/navigation'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { ToolbarSearch } from '@/components/ui/toolbar-search'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogTrigger } from '@/components/ui/dialog'
import { Skeleton } from '@/components/ui/skeleton'
import { TH_CLASS, TD_CLASS } from '@/components/ui/dry-table'
import { useToast } from '@/components/ui/use-toast'
import { getErrorMessage, type ErrorLocale } from '@/lib/errors/get-error-message'
import { Plus, Users, Lock, ChevronUp, ChevronDown, ChevronsUpDown } from 'lucide-react'
import { EmptyCustomers, EmptyState } from '@/components/ui/empty-state'
import { ReportExportMenu } from '@/components/reports/ReportExportMenu'
import { cn } from '@/lib/utils'
import Link from 'next/link'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { SuggestionsAttn } from '@/components/parties/SuggestionsAttn'
import type { Customer, CustomerType, CreateCustomerInput } from '@/types'
import { customerListIdentifier } from '@/lib/customers/mask-personal-number'
const CustomerForm = dynamic(
() => import('@/components/customers/CustomerForm'),
{
loading: () => (
<div className="space-y-4 py-4" role="status">
<Skeleton className="h-10 w-full" />
<Skeleton className="h-10 w-full" />
<Skeleton className="h-24 w-full" />
</div>
),
},
)
const CUSTOMER_TYPE_LABEL_KEYS: Record<CustomerType, string> = {
individual: 'type_individual',
swedish_business: 'type_swedish_business',
eu_business: 'type_eu_business',
non_eu_business: 'type_non_eu_business',
}
type SortColumn = 'name' | 'customer_type' | 'identifier' | 'email' | 'city' | 'created_at'
type SortDir = 'asc' | 'desc'
const SORTABLE_COLUMNS: ReadonlyArray<SortColumn> = [
'name',
'customer_type',
'identifier',
'email',
'city',
'created_at',
]
const INITIAL_VISIBLE_ROWS = 100
// Business rows show org_number; individual rows show the masked
// personnummer the API returns, and a legacy individual row that still
// carries its personnummer in org_number shows that masked too, never raw.
function getIdentifier(customer: Customer): string {
return customerListIdentifier(customer)
}
function compareStrings(a: string, b: string): number {
return a.localeCompare(b, 'sv', { sensitivity: 'base' })
}
function CustomersPageInner() {
const { canWrite } = useCanWrite()
// The roster from the session cache (lib/reference-data): /api/customers
// masks the personnummer column server-side (see the note that used to sit
// on fetchCustomers), the list is shared with every customer picker, and
// a revisit renders from cache. Skeleton only on the very first load.
const { customers, isLoading: customersLoading, error: customersError } = useCustomers()
const isLoading = customersLoading && customers.length === 0
const [searchTerm, setSearchTerm] = useState('')
const [visibleCount, setVisibleCount] = useState(INITIAL_VISIBLE_ROWS)
const [isDialogOpen, setIsDialogOpen] = useState(false)
const [isCreating, setIsCreating] = useState(false)
// Company default payment terms (Inställningar → Fakturering). Prefilled
// into the new-customer form so it opens on the company's own default
// instead of a hardcoded 30.
// Default payment terms from the session-cached settings row; the dialog
// falls back to 30 until (or unless) the company set one.
const { settings: companySettings } = useCompanySettings()
const companyDefaultTerms =
typeof companySettings?.invoice_default_days === 'number' && companySettings.invoice_default_days > 0
? companySettings.invoice_default_days
: null
const { toast } = useToast()
const t = useTranslations('customers')
const tCommon = useTranslations('common')
const errorLocale = useLocale() as ErrorLocale
const router = useRouter()
const pathname = usePathname()
const searchParams = useSearchParams()
const sortParam = searchParams.get('sort')
const dirParam = searchParams.get('dir')
const sortColumn: SortColumn = (SORTABLE_COLUMNS as ReadonlyArray<string>).includes(sortParam ?? '')
? (sortParam as SortColumn)
: 'name'
const sortDir: SortDir = dirParam === 'desc' ? 'desc' : 'asc'
const updateSort = useCallback(
(column: SortColumn) => {
setVisibleCount(INITIAL_VISIBLE_ROWS)
const params = new URLSearchParams(searchParams.toString())
let nextDir: SortDir = 'asc'
if (column === sortColumn) {
nextDir = sortDir === 'asc' ? 'desc' : 'asc'
}
params.set('sort', column)
params.set('dir', nextDir)
router.replace(`${pathname}?${params.toString()}`, { scroll: false })
},
[searchParams, sortColumn, sortDir, router, pathname]
)
useEffect(() => {
if (!customersError) return
toast({
title: t('load_failed_title'),
description: t('load_failed_description'),
variant: 'destructive',
})
}, [customersError, toast, t])
async function handleCreateCustomer(data: CreateCustomerInput) {
setIsCreating(true)
const response = await fetch('/api/customers', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(data),
})
const result = await response.json()
if (!response.ok) {
toast({
title: t('create_failed_title'),
description: getErrorMessage(result, { context: 'customer', locale: errorLocale }),
variant: 'destructive',
})
} else {
toast({
title: t('created_title'),
description: t('created_description', { name: data.name }),
})
// Every picker shares the cached list: refresh it instead of patching
// this page's copy.
await invalidateReferenceData('ref:customers')
setIsDialogOpen(false)
}
setIsCreating(false)
}
const filteredCustomers = useMemo(() => {
const term = searchTerm.trim().toLowerCase()
if (!term) return customers
return customers.filter((c) => {
return (
c.name.toLowerCase().includes(term) ||
c.email?.toLowerCase().includes(term) ||
c.org_number?.includes(term) ||
// The masked form, so this matches the last four digits. Against the
// raw ciphertext it matched nothing, which read as "search is broken"
// for anyone looking up a private customer by personnummer.
c.personal_number?.includes(term) ||
c.city?.toLowerCase().includes(term) ||
c.notes?.toLowerCase().includes(term)
)
})
}, [customers, searchTerm])
const sortedCustomers = useMemo(() => {
const arr = [...filteredCustomers]
arr.sort((a, b) => {
let av = ''
let bv = ''
switch (sortColumn) {
case 'name':
av = a.name || ''
bv = b.name || ''
break
case 'customer_type':
av = a.customer_type || ''
bv = b.customer_type || ''
break
case 'identifier':
av = getIdentifier(a)
bv = getIdentifier(b)
break
case 'email':
av = a.email || ''
bv = b.email || ''
break
case 'city':
av = a.city || ''
bv = b.city || ''
break
case 'created_at':
av = a.created_at || ''
bv = b.created_at || ''
break
}
const cmp = compareStrings(av, bv)
return sortDir === 'asc' ? cmp : -cmp
})
return arr
}, [filteredCustomers, sortColumn, sortDir])
const visibleCustomers = sortedCustomers.slice(0, visibleCount)
// Sortable dry-table head: the button inherits the uppercase hairline
// styling from TH_CLASS on the th.
function SortableHeader({
column,
label,
className,
}: {
column: SortColumn
label: string
className?: string
}) {
const isActive = sortColumn === column
const Icon = isActive ? (sortDir === 'asc' ? ChevronUp : ChevronDown) : ChevronsUpDown
return (
<th className={cn(TH_CLASS, className)}>
<button
type="button"
onClick={() => updateSort(column)}
className="inline-flex items-center gap-1 uppercase transition-colors duration-150 hover:text-foreground"
>
{label}
<Icon className="h-3 w-3 opacity-70" aria-hidden="true" />
</button>
</th>
)
}
return (
<div className="space-y-8">
{/* Page header (concept scene 25): title + export + Ny kund */}
<div className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
<h1 className="font-display text-2xl leading-8 tracking-tight">{t('title')}</h1>
<div className="flex items-center gap-2">
<ReportExportMenu
size="default"
items={[
{ format: 'xlsx', href: '/api/export/customers' },
{ format: 'csv', href: '/api/export/customers?format=csv' },
]}
/>
<Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
<DialogTrigger asChild>
<Button
disabled={!canWrite}
title={!canWrite ? t('viewer_disabled_tooltip') : undefined}
>
{canWrite ? (
<Plus className="mr-2 h-4 w-4" />
) : (
<Lock className="mr-2 h-4 w-4" />
)}
{t('new_customer')}
</Button>
</DialogTrigger>
<DialogContent className="sm:max-w-2xl max-h-[95dvh] sm:max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>{t('add_customer')}</DialogTitle>
</DialogHeader>
<CustomerForm
onSubmit={handleCreateCustomer}
isLoading={isCreating}
initialData={
companyDefaultTerms !== null
? { default_payment_terms: companyDefaultTerms }
: undefined
}
/>
</DialogContent>
</Dialog>
</div>
</div>
<SuggestionsAttn side="customer" />
{/* Toolbar: search (concept) */}
<div className="flex flex-wrap items-center gap-2">
<ToolbarSearch
placeholder={t('search_placeholder')}
value={searchTerm}
onChange={(e) => {
setSearchTerm(e.target.value)
setVisibleCount(INITIAL_VISIBLE_ROWS)
}}
/>
</div>
{isLoading ? (
<div className="space-y-3">
{[1, 2, 3, 4, 5].map((i) => (
<Skeleton key={i} className="h-10 w-full" />
))}
</div>
) : sortedCustomers.length === 0 ? (
searchTerm ? (
<EmptyState
icon={Users}
title={t('no_search_results_title')}
description={<span data-ph-mask="">{t('no_search_results_description', { term: searchTerm })}</span>}
/>
) : (
<EmptyCustomers onAction={() => setIsDialogOpen(true)} />
)
) : (
<>
<div className="overflow-x-auto">
<table className="w-full border-collapse text-[13px]">
<thead>
<tr>
<SortableHeader column="name" label={t('col_name')} className="w-full" />
<SortableHeader column="customer_type" label={t('col_type')} />
<SortableHeader
column="identifier"
label={t('col_identifier')}
className="hidden lg:table-cell"
/>
<SortableHeader
column="email"
label={t('col_email')}
className="hidden md:table-cell"
/>
<SortableHeader
column="city"
label={t('col_city')}
className="hidden sm:table-cell"
/>
</tr>
</thead>
<tbody className="stagger-enter">
{visibleCustomers.map((customer) => {
const identifier = getIdentifier(customer)
return (
<tr
key={customer.id}
className="group cursor-pointer transition-colors duration-150 hover:bg-secondary/35"
onClick={() => router.push(`/customers/${customer.id}`)}
>
<td className={cn(TD_CLASS, 'max-w-0 w-full')}>
<span className="flex min-w-0 items-center gap-2">
<Link
href={`/customers/${customer.id}`}
className="truncate hover:underline"
onClick={(e) => e.stopPropagation()}
>
{customer.name}
</Link>
{customer.org_number && customer.vat_number_validated && (
<Badge variant="success" className="shrink-0 font-normal">
{t('verified')}
</Badge>
)}
</span>
</td>
<td className={cn(TD_CLASS, 'whitespace-nowrap text-muted-foreground')}>
{t(CUSTOMER_TYPE_LABEL_KEYS[customer.customer_type])}
</td>
<td className={cn(TD_CLASS, 'hidden whitespace-nowrap tabular-nums text-muted-foreground lg:table-cell')}>
{identifier || ''}
</td>
<td className={cn(TD_CLASS, 'hidden max-w-[220px] truncate text-muted-foreground md:table-cell')}>
{customer.email || ''}
</td>
<td className={cn(TD_CLASS, 'hidden whitespace-nowrap text-muted-foreground sm:table-cell')}>
{customer.city || ''}
</td>
</tr>
)
})}
</tbody>
</table>
</div>
{/* Footer note (concept pgnote) */}
<p className="px-1 text-xs text-muted-foreground tabular-nums">
{t('count_summary', { count: customers.length })}
</p>
{visibleCount < sortedCustomers.length && (
<div className="flex justify-center">
<Button
type="button"
variant="outline"
onClick={() => setVisibleCount((count) => count + INITIAL_VISIBLE_ROWS)}
>
{tCommon('load_more')}
</Button>
</div>
)}
</>
)}
</div>
)
}
export default function CustomersPage() {
return (
<Suspense
fallback={
<div className="space-y-8">
<div className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
<Skeleton className="h-9 w-40" />
<Skeleton className="h-10 w-32" />
</div>
<div className="space-y-3">
{[1, 2, 3, 4].map((i) => (
<Skeleton key={i} className="h-10 w-full" />
))}
</div>
</div>
}
>
<CustomersPageInner />
</Suspense>
)
}