* 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>
501 lines
19 KiB
TypeScript
501 lines
19 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback } from 'react'
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import { useTranslations } from 'next-intl'
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import { Button } from '@/components/ui/button'
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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, AlertTriangle } from 'lucide-react'
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import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
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import type { BookingTemplate } from '@/lib/bookkeeping/booking-templates'
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import { resolveSekAmount } from '@/lib/bookkeeping/currency-utils'
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import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
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import JournalEntryPreview from './JournalEntryPreview'
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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 DocumentViewerPane from '@/components/bookkeeping/DocumentViewerPane'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import VatTreatmentSelect from './VatTreatmentSelect'
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import { VAT_TREATMENT_OPTIONS } from './transaction-types'
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import type { TransactionWithInvoice } from './transaction-types'
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import type { TransactionCategory, VatTreatment, BASAccount, EntityType, LinePatternEntry } 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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entityType?: EntityType
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template?: BookingTemplate | null
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templateId?: string
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counterpartyLinePattern?: LinePatternEntry[] | null
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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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templateId?: string
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) => Promise<string | null>
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onChangeTemplate?: () => void
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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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entityType,
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template,
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templateId,
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counterpartyLinePattern,
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onConfirm,
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onChangeTemplate,
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}: QuickReviewDialogProps) {
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const t = useTranslations('tx_quick_review')
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const tCat = useTranslations('tx_categories')
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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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const [showVatDropdown, setShowVatDropdown] = useState(false)
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// Mirror of `transaction` so we can patch in a freshly-fetched SEK conversion
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// before the user confirms — the verifikation must always be in SEK and the
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// engine reads these fields straight off the transaction row.
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const [enrichedTx, setEnrichedTx] = useState<TransactionWithInvoice | null>(transaction)
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const [rateLoading, setRateLoading] = useState(false)
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const [rateError, setRateError] = useState<string | null>(null)
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const preAttachedDocumentId = transaction?.document_id ?? null
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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) {
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setAccounts(data)
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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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// Reset local mirror whenever the underlying transaction changes (the parent
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// reuses the dialog instance across rows).
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useEffect(() => {
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setEnrichedTx(transaction)
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setRateError(null)
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}, [transaction])
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// Backfill the SEK conversion on demand. resolveSekAmount silently falls
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// back to the raw foreign amount when amount_sek/exchange_rate are null,
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// which means the user would see misleading "kr" values in the verifikation
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// and the engine would post the wrong number to the books.
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useEffect(() => {
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if (!open || !transaction) return
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const needsRate =
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!!transaction.currency &&
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transaction.currency !== 'SEK' &&
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(transaction.amount_sek == null || transaction.exchange_rate == null)
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if (!needsRate) return
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let cancelled = false
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setRateLoading(true)
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setRateError(null)
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;(async () => {
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try {
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const res = await fetch(`/api/transactions/${transaction.id}/refresh-exchange-rate`, {
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method: 'POST',
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})
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const json = await res.json()
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if (cancelled) return
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if (!res.ok) {
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setRateError(json?.error?.message || t('exchange_rate_fetch_failed'))
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return
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}
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if (json?.data) {
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setEnrichedTx({ ...json.data, ...{
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potential_invoice: transaction.potential_invoice,
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potential_supplier_invoice: transaction.potential_supplier_invoice,
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} })
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}
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} catch {
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if (!cancelled) setRateError(t('exchange_rate_fetch_failed'))
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} finally {
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if (!cancelled) setRateLoading(false)
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}
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})()
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return () => {
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cancelled = true
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}
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}, [open, transaction, t])
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if (!transaction || !category) return null
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const tx = enrichedTx ?? transaction
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const isIncome = tx.amount > 0
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const isCounterpartyTemplate = !!(counterpartyLinePattern && counterpartyLinePattern.length > 0)
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const isTemplateBooking = !!templateId || isCounterpartyTemplate
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const isLiabilityAccount = accountOverride.startsWith('2')
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// For non-SEK transactions, the verifikation and the headline must show
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// the SEK-converted total — the mall/category booking always posts in SEK.
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const sekAmount = resolveSekAmount(
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tx.amount,
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tx.amount_sek,
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tx.currency,
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tx.exchange_rate
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)
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const isForeign = !!(tx.currency && tx.currency !== 'SEK')
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const sekConversionMissing = isForeign && (tx.amount_sek == null || tx.exchange_rate == null)
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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, templateId)
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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: t('doc_link_failed_title'),
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description: t('doc_link_failed_description', { count: linkFailCount }),
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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(t('generic_error'))
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} finally {
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// Always reset isProcessing — without this, an onConfirm that resolves
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// with null (e.g. server returned a structured 4xx error like
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// ACCOUNTS_NOT_IN_CHART) leaves the dialog frozen because the
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// <Dialog onOpenChange> below disables backdrop/ESC while processing.
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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={preAttachedDocumentId ? 'max-w-6xl max-h-[90vh] overflow-y-auto' : 'max-w-md sm:max-w-lg max-h-[85vh] overflow-y-auto'}>
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<DialogHeader>
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<DialogTitle>{t('title')}</DialogTitle>
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<DialogDescription>
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{isTemplateBooking ? t('description_template') : t('description_default')}
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</DialogDescription>
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</DialogHeader>
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{/* When a document is pre-attached, show it side-by-side (receipt left,
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review right). With no document the wrappers use display:contents so
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the dialog collapses to the original single-column layout. */}
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<div className={preAttachedDocumentId ? 'grid grid-cols-1 gap-6 lg:grid-cols-[minmax(0,1fr)_minmax(0,520px)]' : 'contents'}>
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{preAttachedDocumentId && (
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<div className="h-[45vh] lg:sticky lg:top-0 lg:h-[72vh] lg:self-start">
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<DocumentViewerPane documentId={preAttachedDocumentId} className="h-full" />
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</div>
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)}
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<div className={preAttachedDocumentId ? 'space-y-4' : 'contents'}>
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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 ${isIncome ? 'text-success' : 'text-destructive'}`}
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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 break-all">{tx.description}</p>
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<p className="text-xs text-muted-foreground">{formatDate(tx.date)}</p>
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</div>
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<div className="text-right flex-shrink-0">
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{isForeign ? (
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<>
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<p className={`font-medium text-sm tabular-nums ${isIncome ? 'text-success' : ''}`}>
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{isIncome ? '+' : ''}
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{formatCurrency(tx.amount, tx.currency)}
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</p>
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<p className="text-xs text-muted-foreground tabular-nums">
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{rateLoading || sekConversionMissing
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? t('amount_loading')
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: t('amount_approx', { sign: isIncome ? '+' : '', sek: formatCurrency(sekAmount, 'SEK') })}
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</p>
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</>
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) : (
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<p className={`font-medium text-sm tabular-nums ${isIncome ? 'text-success' : ''}`}>
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{isIncome ? '+' : ''}
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{formatCurrency(sekAmount, 'SEK')}
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</p>
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)}
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</div>
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</div>
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{isForeign && tx.exchange_rate != null && tx.exchange_rate_date && !sekConversionMissing && (
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<p className="text-xs text-muted-foreground -mt-1">
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{t('rate_footnote', {
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rate: formatCurrency(tx.exchange_rate, 'SEK'),
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currency: tx.currency,
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date: formatDate(tx.exchange_rate_date),
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})}
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</p>
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)}
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{rateError && (
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<div className="rounded-lg border border-destructive/30 bg-destructive/[0.05] px-3 py-2">
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<p className="text-xs text-destructive leading-snug">{rateError}</p>
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</div>
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)}
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{/* Template or Category */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">
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{isCounterpartyTemplate ? t('label_counterparty_template') : template ? t('label_template') : t('label_category')}
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</label>
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<div className="mt-1 flex items-center gap-2">
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<span className="text-sm font-medium text-foreground">
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{template ? template.name_sv : categoryLabel}
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</span>
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{onChangeTemplate && !isCounterpartyTemplate && (
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<button
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type="button"
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className="text-xs text-primary hover:underline"
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onClick={onChangeTemplate}
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>
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{t('change_template')}
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</button>
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)}
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</div>
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{template && !isCounterpartyTemplate && (
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<p className="mt-1.5 text-xs font-mono text-muted-foreground">
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D: {formatAccountWithName(template.debit_account)} → K: {formatAccountWithName(template.credit_account)}
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</p>
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)}
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</div>
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{/* Template special rules */}
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{template?.special_rules_sv && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<p className="text-xs text-warning-foreground leading-snug">
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{template.special_rules_sv}
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</p>
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</div>
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)}
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{/* Deductibility note */}
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{template?.deductibility_note_sv && (
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<div className="rounded-lg border border-primary/20 bg-primary/[0.03] px-3 py-2">
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<p className="text-xs text-foreground leading-snug">
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{template.deductibility_note_sv}
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</p>
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</div>
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)}
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{/* Reverse charge warning */}
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{template?.requires_vat_registration_data && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<div className="flex items-start gap-2">
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<AlertTriangle className="h-3.5 w-3.5 text-warning-foreground flex-shrink-0 mt-0.5" />
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<p className="text-xs text-warning-foreground leading-snug">
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{t('reverse_charge_warning')}
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</p>
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</div>
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</div>
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)}
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{/* Journal entry preview — hidden until we have a SEK conversion;
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otherwise we'd render a verifikation in the wrong currency. */}
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{!sekConversionMissing && !rateLoading && (
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<JournalEntryPreview
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amount={tx.amount}
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amountSek={sekAmount}
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{...(isCounterpartyTemplate
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? { linePattern: counterpartyLinePattern ?? undefined }
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: templateId && template
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? {
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templateDebitAccount: template.debit_account,
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templateCreditAccount: template.credit_account,
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templateVatRate: template.vat_rate,
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templateVatTreatment: template.vat_treatment,
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templateSupplierType: template.reverse_charge_supplier_type,
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}
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: { category, vatTreatment: isLiabilityAccount ? 'none' : vatTreatment, accountOverride, entityType }
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)}
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/>
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)}
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{/* Account & VAT — hidden for template bookings (accounts defined by the template) */}
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{!isTemplateBooking && (
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<>
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<div>
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<label className="text-sm font-medium text-muted-foreground">{t('label_account')}</label>
|
|
<div className="mt-1">
|
|
<AccountCombobox
|
|
value={accountOverride}
|
|
accounts={accounts}
|
|
onChange={handleAccountChange}
|
|
/>
|
|
</div>
|
|
</div>
|
|
|
|
<div>
|
|
<label className="text-sm font-medium text-muted-foreground">{t('label_vat_treatment')}</label>
|
|
<div className="mt-1">
|
|
{isLiabilityAccount ? (
|
|
<p className="text-sm text-muted-foreground">
|
|
{t('no_vat_liability_account')}
|
|
</p>
|
|
) : showVatDropdown ? (
|
|
<VatTreatmentSelect
|
|
value={vatTreatment}
|
|
onValueChange={setVatTreatment}
|
|
/>
|
|
) : (
|
|
<p className="text-sm">
|
|
{(() => {
|
|
const opt = VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)
|
|
return opt ? tCat(opt.labelKey) : t('no_vat_default')
|
|
})()}
|
|
{' '}
|
|
<button
|
|
type="button"
|
|
className="text-xs text-primary hover:underline"
|
|
onClick={() => setShowVatDropdown(true)}
|
|
>
|
|
{t('change')}
|
|
</button>
|
|
</p>
|
|
)}
|
|
</div>
|
|
</div>
|
|
</>
|
|
)}
|
|
|
|
{/* No pre-attached document — let the user upload one. (When a document
|
|
IS pre-attached it's shown in the left preview column instead.) */}
|
|
{!preAttachedDocumentId && (
|
|
<div className="rounded-lg border">
|
|
<button
|
|
type="button"
|
|
onClick={() => setShowUploadZone(!showUploadZone)}
|
|
className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
|
|
>
|
|
<div className="flex items-center gap-2">
|
|
<Paperclip className="h-4 w-4 text-muted-foreground" />
|
|
<span className="font-medium">{t('doc_label')}</span>
|
|
{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
|
|
<span className="text-xs text-muted-foreground">
|
|
{t('doc_attached_count', { count: uploadedFiles.filter((f) => f.status === 'uploaded').length })}
|
|
</span>
|
|
)}
|
|
</div>
|
|
{showUploadZone ? (
|
|
<ChevronUp className="h-4 w-4 text-muted-foreground" />
|
|
) : (
|
|
<ChevronDown className="h-4 w-4 text-muted-foreground" />
|
|
)}
|
|
</button>
|
|
{showUploadZone && (
|
|
<div className="px-3 pb-3">
|
|
<DocumentUploadZone
|
|
files={uploadedFiles}
|
|
onFilesChange={setUploadedFiles}
|
|
compact
|
|
/>
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
|
|
{error && (
|
|
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
{/* Actions */}
|
|
<div className="flex gap-2 pt-2">
|
|
<Button
|
|
variant="outline"
|
|
className="flex-1"
|
|
onClick={() => onOpenChange(false)}
|
|
disabled={isProcessing}
|
|
>
|
|
{t('cancel')}
|
|
</Button>
|
|
<Button
|
|
className="flex-1"
|
|
onClick={handleConfirm}
|
|
disabled={
|
|
isProcessing ||
|
|
(!isTemplateBooking && !accountOverride) ||
|
|
rateLoading ||
|
|
sekConversionMissing
|
|
}
|
|
>
|
|
<Check className="mr-2 h-4 w-4" />
|
|
{isProcessing ? t('booking') : rateLoading ? t('fetching_rate') : t('book')}
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</DialogContent>
|
|
</Dialog>
|
|
)
|
|
}
|