Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia, and Lunar. Refine SEB detection to avoid false matches. Update bank file upload UI with new bank options and export instructions. Include booking templates, improved AI categorization, and transaction review enhancements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
268 lines
9.0 KiB
TypeScript
268 lines
9.0 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback } from 'react'
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import { Button } from '@/components/ui/button'
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import { Badge } from '@/components/ui/badge'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
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import { useToast } from '@/components/ui/use-toast'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { ArrowUpRight, ArrowDownRight, Check, Paperclip, ChevronDown, ChevronUp } from 'lucide-react'
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import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import VatTreatmentSelect from './VatTreatmentSelect'
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import type { TransactionWithInvoice } from './transaction-types'
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import type { TransactionCategory, VatTreatment, BASAccount } from '@/types'
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interface QuickReviewDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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transaction: TransactionWithInvoice | null
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category: TransactionCategory | null
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categoryLabel: string
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defaultAccount: string
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defaultVat: VatTreatment | 'none'
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onConfirm: (
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id: string,
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category: TransactionCategory,
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vatTreatment: VatTreatment | undefined,
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accountOverride: string | undefined
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) => Promise<string | null>
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}
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export default function QuickReviewDialog({
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open,
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onOpenChange,
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transaction,
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category,
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categoryLabel,
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defaultAccount,
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defaultVat,
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onConfirm,
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}: QuickReviewDialogProps) {
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const { toast } = useToast()
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const [accountOverride, setAccountOverride] = useState(defaultAccount)
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const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>(defaultVat)
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [isProcessing, setIsProcessing] = useState(false)
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const [error, setError] = useState<string | null>(null)
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const [showUploadZone, setShowUploadZone] = useState(false)
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// Handle account changes — clear VAT for liability/equity accounts (class 2)
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const handleAccountChange = useCallback((account: string) => {
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setAccountOverride(account)
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if (account.startsWith('2')) {
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setVatTreatment('none')
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}
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}, [])
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// Fetch accounts on mount
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useEffect(() => {
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async function fetchAccounts() {
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try {
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const res = await fetch('/api/bookkeeping/accounts')
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const data = await res.json()
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if (data.accounts) {
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setAccounts(data.accounts)
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}
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} catch {
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// Non-critical
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}
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}
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fetchAccounts()
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}, [])
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if (!transaction || !category) return null
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const isIncome = transaction.amount > 0
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const isLiabilityAccount = accountOverride.startsWith('2')
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async function handleConfirm() {
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if (!category || !transaction) return
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setIsProcessing(true)
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setError(null)
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try {
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const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
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const catDefault = getDefaultAccountForCategory(category)
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const override = accountOverride && accountOverride !== catDefault
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? accountOverride
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: undefined
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const journalEntryId = await onConfirm(transaction.id, category, resolvedVat, override)
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// Link uploaded documents to the journal entry
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if (journalEntryId && uploadedFiles.length > 0) {
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const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
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let linkFailCount = 0
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for (const file of filesToLink) {
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try {
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await fetch(`/api/documents/${file.id}/link`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: journalEntryId }),
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})
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} catch {
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linkFailCount++
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}
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}
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if (linkFailCount > 0) {
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toast({
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title: 'Underlag kunde inte bifogas',
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description: `${linkFailCount} fil(er) kunde inte lankas till verifikationen.`,
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variant: 'destructive',
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})
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}
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}
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setUploadedFiles([])
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setShowUploadZone(false)
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} catch {
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setError('Ett fel uppstod vid bokföring.')
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setIsProcessing(false)
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}
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}
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return (
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<Dialog open={open} onOpenChange={isProcessing ? undefined : (o) => {
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if (!o) {
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setUploadedFiles([])
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setShowUploadZone(false)
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}
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onOpenChange(o)
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}}>
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<DialogContent className="max-w-md">
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<DialogHeader>
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<DialogTitle>Granska bokföring</DialogTitle>
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<DialogDescription>
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Kontrollera konto och moms innan du bokför
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</DialogDescription>
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</DialogHeader>
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{/* Transaction summary */}
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<div className="flex items-center gap-3 rounded-lg border p-3">
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<div
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className={`h-9 w-9 rounded-full flex items-center justify-center flex-shrink-0 ${
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isIncome
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? 'bg-success/10 text-success'
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: 'bg-destructive/10 text-destructive'
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}`}
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>
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{isIncome ? (
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<ArrowUpRight className="h-4 w-4" />
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) : (
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<ArrowDownRight className="h-4 w-4" />
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)}
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium text-sm truncate">{transaction.description}</p>
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<p className="text-xs text-muted-foreground">{formatDate(transaction.date)}</p>
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</div>
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<p className={`font-medium text-sm flex-shrink-0 ${isIncome ? 'text-success' : ''}`}>
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{isIncome ? '+' : ''}
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{formatCurrency(transaction.amount, transaction.currency)}
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</p>
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</div>
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{/* Category (read-only) */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">Kategori</label>
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<div className="mt-1">
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<Badge variant="outline" className="text-sm py-1 px-3">{categoryLabel}</Badge>
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</div>
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</div>
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{/* Account */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">Konto</label>
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<div className="mt-1">
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<AccountCombobox
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value={accountOverride}
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accounts={accounts}
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onChange={handleAccountChange}
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/>
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</div>
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</div>
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{/* VAT treatment */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">Momsbehandling</label>
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<div className="mt-1">
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<VatTreatmentSelect
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value={isLiabilityAccount ? 'none' : vatTreatment}
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onValueChange={setVatTreatment}
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disabled={isLiabilityAccount}
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/>
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{isLiabilityAccount && (
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<p className="text-xs text-muted-foreground mt-1">
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Ingen moms för skuld-/eget kapital-konton
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</p>
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)}
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</div>
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</div>
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{/* Document upload */}
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<div className="rounded-lg border">
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<button
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type="button"
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onClick={() => setShowUploadZone(!showUploadZone)}
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className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
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>
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<div className="flex items-center gap-2">
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<Paperclip className="h-4 w-4 text-muted-foreground" />
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<span className="font-medium">Underlag</span>
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{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
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<span className="text-xs text-muted-foreground">
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{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
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</span>
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)}
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</div>
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{showUploadZone ? (
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<ChevronUp className="h-4 w-4 text-muted-foreground" />
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) : (
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<ChevronDown className="h-4 w-4 text-muted-foreground" />
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)}
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</button>
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{showUploadZone && (
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<div className="px-3 pb-3">
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<DocumentUploadZone
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files={uploadedFiles}
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onFilesChange={setUploadedFiles}
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compact
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/>
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</div>
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)}
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</div>
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{error && (
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<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
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{error}
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</div>
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)}
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{/* Actions */}
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<div className="flex gap-2 pt-2">
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<Button
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variant="outline"
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className="flex-1"
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onClick={() => onOpenChange(false)}
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disabled={isProcessing}
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>
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Avbryt
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</Button>
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<Button
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className="flex-1"
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onClick={handleConfirm}
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disabled={isProcessing || !accountOverride}
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>
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<Check className="mr-2 h-4 w-4" />
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{isProcessing ? 'Bokför...' : 'Bokför'}
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</Button>
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</div>
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</DialogContent>
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</Dialog>
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)
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}
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