Files
accounted/components/invoices/SendInvoiceDialog.tsx
T
Jakob WennbergandClaude Fable 5 755e0f7e47 feat(dimensions): PR7 producers — auto-tagged documents (invoices, supplier invoices, bulk-book, templates, MCP) (#868)
* feat(dimensions): PR7 producers — invoices/supplier invoices carry dims, generators propagate, BulkBook + templates + MCP bags

Source documents now carry dimension tags and every entry generator
propagates them onto journal lines (dev_docs/dimensions_implementation_plan.md PR7):

- invoices/supplier_invoices.default_dimensions + per-item dimensions
  (migration 20260702200000; jsonb DEFAULT '{}' + object CHECK)
- invoice-entries: issuance/payment/cash/credit propagate — item bags merge
  over the invoice default per revenue line (account+bag aggregation
  identity), payment vouchers re-propagate the linked invoice's bag onto
  every leg incl. FX result lines; ROT/RUT 1513 carries the item bag
- supplier-invoice-entries: registration/payment/cash/privately-paid/credit
  propagate with the same merge rules (expense buckets keyed account+bag)
- bulk_book_transactions RPC persists per-line bags + derives
  cost_center/project mirrors in SQL (migration 20260702201000; malformed
  bags rejected with BULK_BOOK_INVALID_DIMENSIONS); route merges the header
  default into template/manual lines
- counterparty templates: LinePatternEntry.dimensions learned from SIE
  voucher history (kept only when every occurrence agrees), applied to
  business lines on booking; QuickReviewDialog shows a dims badge
- categorize: staged dimensions bag tags business lines only (bank/VAT
  untagged); credit/convert/inbox copy paths carry bags forward
- propose-payment/send-lines stamp the invoice default so the editable
  payment grid books what the preview shows; mark-paid override lines
  accept dimensions
- UI: InvoiceEditor + NewSupplierInvoiceForm header KS/Projekt pair with
  per-row override; BulkBookDialog header default pair (both tabs)
- MCP: default_dimensions/items[].dimensions on create_invoice +
  create_supplier_invoice_from_inbox, dimensions on categorize_transaction,
  per-line bags on bulk_book_transactions — resolve-don't-select via the
  shared registry helpers, resolutions echoed

32 new propagation unit tests + 4 pg-real tests for the RPC migration.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test: use roundOre in new dims rounding assertions (ratchet)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: copy dimension bag per payment line, document dimensionsBagKey normalization contract (review)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 21:21:01 +02:00

297 lines
9.9 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo } from 'react'
import { useTranslations } from 'next-intl'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import { proposeSendLines } from '@/lib/bookkeeping/propose-send-lines'
import { formatCurrency } from '@/lib/utils'
import { createClient } from '@/lib/supabase/client'
import { useCompany, useCapability } from '@/contexts/CompanyContext'
import { CAPABILITY } from '@/lib/entitlements/keys'
import { Loader2, Mail, Send } from 'lucide-react'
import type { Invoice, InvoiceItem, Customer, EntityType } from '@/types'
interface InvoiceWithRelations extends Invoice {
customer: Customer
items: InvoiceItem[]
}
interface SendInvoiceDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
invoice: InvoiceWithRelations
/** 'email' sends via email, 'manual' marks as sent without email */
mode: 'email' | 'manual'
onSuccess: () => void
}
export default function SendInvoiceDialog({
open,
onOpenChange,
invoice,
mode,
onSuccess,
}: SendInvoiceDialogProps) {
const { toast } = useToast()
const supabase = createClient()
const { company, isSandbox } = useCompany()
const canEmail = useCapability(CAPABILITY.email_send)
const t = useTranslations('invoice_send_dialog')
const [isSubmitting, setIsSubmitting] = useState(false)
const [accountingMethod, setAccountingMethod] = useState<'accrual' | 'cash'>('accrual')
const [entityType, setEntityType] = useState<EntityType>('enskild_firma')
const [periodName, setPeriodName] = useState('')
const [isInitialized, setIsInitialized] = useState(false)
useEffect(() => {
if (!open) {
setIsInitialized(false)
return
}
let cancelled = false
async function init() {
try {
if (!company?.id) throw new Error(t('no_active_company'))
// Fetch company settings
const { data: settings, error } = await supabase
.from('company_settings')
.select('accounting_method, entity_type')
.eq('company_id', company.id)
.maybeSingle()
if (error) throw new Error(t('company_settings_failed'))
if (cancelled) return
// Fetch fiscal period for the invoice date
const { data: period } = await supabase
.from('fiscal_periods')
.select('name')
.eq('company_id', company.id)
.lte('start_date', invoice.invoice_date)
.gte('end_date', invoice.invoice_date)
.maybeSingle()
if (cancelled) return
setAccountingMethod((settings?.accounting_method || 'accrual') as 'accrual' | 'cash')
setEntityType((settings?.entity_type as EntityType) || 'enskild_firma')
setPeriodName(period?.name || '')
setIsInitialized(true)
} catch (err) {
if (cancelled) return
toast({
title: t('load_failed_title'),
description: err instanceof Error ? err.message : t('try_again'),
variant: 'destructive',
})
onOpenChange(false)
}
}
init()
return () => { cancelled = true }
}, [open, invoice.id, invoice.invoice_date, company?.id])
const proposedLines = useMemo(() => {
if (!isInitialized || accountingMethod !== 'accrual') return []
return proposeSendLines({
invoice: {
invoice_number: invoice.invoice_number,
total: invoice.total,
total_sek: invoice.total_sek,
subtotal: invoice.subtotal,
subtotal_sek: invoice.subtotal_sek,
vat_amount: invoice.vat_amount,
vat_amount_sek: invoice.vat_amount_sek,
currency: invoice.currency,
exchange_rate: invoice.exchange_rate,
vat_treatment: invoice.vat_treatment,
items: invoice.items,
default_dimensions: invoice.default_dimensions,
},
entityType,
})
}, [isInitialized, accountingMethod, entityType, invoice])
const { totalDebit, totalCredit } = useMemo(() => {
let totalDebit = 0
let totalCredit = 0
for (const line of proposedLines) {
totalDebit += parseFloat(line.debit_amount) || 0
totalCredit += parseFloat(line.credit_amount) || 0
}
return { totalDebit, totalCredit }
}, [proposedLines])
const handleConfirm = async () => {
setIsSubmitting(true)
try {
const url = mode === 'email'
? `/api/invoices/${invoice.id}/send`
: `/api/invoices/${invoice.id}/mark-sent`
const response = await fetch(url, { method: 'POST' })
const data = await response.json()
if (!response.ok) {
throw new Error(data.error || t('send_failed_fallback'))
}
onSuccess()
if (mode === 'email') {
onOpenChange(false)
toast({
title: t('send_success_title'),
description: data.message || t('send_success_default', { email: invoice.customer.email ?? '' }),
})
} else {
// For manual send, just close — no email to confirm
onOpenChange(false)
toast({
title: t('mark_success_title'),
description: accountingMethod === 'accrual'
? t('mark_success_voucher_created')
: undefined,
})
}
} catch (error) {
toast({
title: t('send_failed_title'),
description: error instanceof Error ? error.message : t('try_again'),
variant: 'destructive',
})
}
setIsSubmitting(false)
}
const handleClose = () => {
onOpenChange(false)
}
const showJournalPreview = accountingMethod === 'accrual' && proposedLines.length > 0
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-[600px]">
<DialogHeader>
<DialogTitle>
{mode === 'email' ? t('title_email') : t('title_manual')}{invoice.invoice_number ? t('title_suffix', { number: invoice.invoice_number }) : ''}
</DialogTitle>
<DialogDescription>
{formatCurrency(invoice.total, invoice.currency)}
{invoice.currency !== 'SEK' && invoice.total_sek && (
<>{t('description_sek_suffix', { amount: formatCurrency(invoice.total_sek) })}</>
)}
{mode === 'email' && invoice.customer.email && (
<>{t('description_to_email', { email: invoice.customer.email })}</>
)}
</DialogDescription>
</DialogHeader>
{!isInitialized ? (
<div className="flex items-center justify-center py-12">
<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
) : (
<div className="space-y-4">
{isSandbox && mode === 'email' && (
<div className="rounded-lg border border-border bg-secondary/40 px-3 py-2.5 text-sm text-muted-foreground">
E-postutskick är avstängt i sandlådan. Använd istället
&laquo;Markera som skickad&raquo; för att testa det resterande
flödet.
</div>
)}
{!isSandbox && !canEmail && mode === 'email' && (
<div className="rounded-lg border border-border bg-secondary/40 px-3 py-2.5 text-sm text-muted-foreground">
E-postutskick kräver ett abonnemang.{' '}
<a href="/settings/billing" className="underline underline-offset-2">
Uppgradera
</a>{' '}
eller använd &laquo;Markera som skickad&raquo;.
</div>
)}
{showJournalPreview ? (
<>
<p className="text-sm text-muted-foreground">
{t('journal_preview_intro')}
</p>
<JournalEntryReviewContent
periodName={periodName}
entryDate={invoice.invoice_date}
description={t('voucher_description', {
numberSpace: invoice.invoice_number ? ` ${invoice.invoice_number}` : '',
customerSuffix: invoice.customer.name ? `, ${invoice.customer.name}` : '',
})}
lines={proposedLines}
totalDebit={totalDebit}
totalCredit={totalCredit}
showBalanceBadge={true}
hideDate={!periodName}
/>
</>
) : (
<p className="text-sm text-muted-foreground">
{accountingMethod === 'cash'
? t('explain_cash')
: mode === 'email'
? t('explain_email', { email: invoice.customer.email ?? '' })
: t('explain_manual')}
</p>
)}
</div>
)}
<DialogFooter>
<Button
variant="outline"
onClick={handleClose}
disabled={isSubmitting}
className="w-full sm:w-auto min-h-11"
>
{t('cancel')}
</Button>
<Button
onClick={handleConfirm}
disabled={isSubmitting || !isInitialized || (mode === 'email' && (isSandbox || !canEmail))}
className="w-full sm:w-auto min-h-11"
title={
mode === 'email' && isSandbox
? 'E-postutskick är avstängt i sandlådan'
: mode === 'email' && !canEmail
? 'E-postutskick kräver ett abonnemang'
: undefined
}
>
{isSubmitting ? (
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
) : mode === 'email' ? (
<Mail className="mr-2 h-4 w-4" />
) : (
<Send className="mr-2 h-4 w-4" />
)}
{mode === 'email' ? t('send_invoice') : t('mark_as_sent')}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
)
}