* fix(mail): stop Gmail refusing the search, and stop calling that "hittade inget" Pressing Leta produced mails=25, documents=0 on a real two-mailbox run. Nothing was found because nothing was searched: every request came back 429 "Too many concurrent requests for user". Two bugs, and the second is the one that matters. The search fanned out with Promise.all over every message id at once, one Gmail request per message, per connection. Gmail enforces a per-user concurrency ceiling as well as a daily quota, and this sailed past it long before any volume worth worrying about. It now runs through a pool of five per connection, which is comfortably under and still finishes a page of results in a couple of round trips. The catch turned each refusal into an empty array, with a comment saying one mailbox's failure must not become the company's. Right instinct, wrong consequence: an empty array is also what an empty mailbox returns, and the manual hunt loop stops on fetched === 0 because that is its signal for "the mailboxes hold nothing more for what is open". So a rate-limited search told the user their receipts do not exist, and stopped looking. searchFailureCount() now separates "could not look" from "nothing there". The run route reports it, and the loop treats a pass with failures as failed rather than finished, so pressing again is the obvious next move instead of a pointless one. This is the failure this feature exists to catch, happening inside the feature: silence that reads as an answer. Restoring the unbounded fan-out fails one test; removing the failure counter fails three. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * feat(inbox): segment filter as a dropdown, not three rows of pills Five filters wrapped to three lines in a 280px column. The counts are what people actually read, so they stay on the trigger and inside the menu rather than being traded away for the space. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * feat(inbox): one chip for where underlag come from Three routes in, and the page never said so: the forwarding address sat inline in the header, the mailboxes lived only in Instaellningar, and WhatsApp was invisible here entirely. They are behind one chip now. Which mailbox and when it was last read is what people look up when something seems wrong, not what they read every visit, so it opens rather than occupying the header. A mailbox that has stopped working is the exception, so it surfaces on the chip itself rather than waiting to be found one click in. That silence is the failure this feature exists to catch. Configuration stays in Instaellningar; this only reports. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * feat(inbox): the kontering first, the evidence folded Reading order was backwards. Nine extracted values came first and the one thing to approve came last, so every matched item meant scrolling past the evidence to reach the decision. The proposed kontering is now the first thing in the rail. The fields fold behind a summary that carries how many of the twelve the extraction actually filled, so a thin extraction is visible without opening it. They stay open when nothing is matched: with no proposal above them the fields are all there is, and folding the only content on the pane would be a hiding place rather than a hierarchy. The counted list is the same one hasAnyExtractedField checks, so the summary cannot claim a field the 'is anything here' test does not count. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * feat(inbox): one dialog that changes the whole verifikat The rail offered three overlapping ways to alter a booking and none said what it covered: an Aendra beside the date, an Aendra kontering at the bottom, and a menu entry that did what the primary button already did. This is the one control, and its scope is the whole verifikat: date, series, description, every line. It opens pre-filled with the proposal when there is one and empty when there is not, so there is no separate book-manually path to pick between. A dialog rather than an inline editor: a 340px rail cannot hold an account picker, two money columns and a delete control per row without clipping something, and the document has to stay readable while the numbers change. Checking a momssats against the paper is the reason to open it at all. TransactionBookingDialog already has this shape for the same reason. The form is JournalEntryForm unchanged. It carries the series picker, per line descriptions, dimensions, currency, the balance check and the confirm step, and it posts through the sanctioned route. Extending BookDirectlyDialog was the alternative and is not viable: three effects seed its lines and fight anything injected, and its FormLine has no room for line text, dimensions or tax codes. Nothing posts without the form's own review step, so a proposal stays a draft the user commits. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): show every unreceipted purchase, and fold the mailboxes Three things. The 100 kr floor was hiding 52 of one real company's 119 unreceipted purchases: the page reported 67 and looked tidier for it. The floor was copied from the receipt hunt, where it earns its place because every candidate costs a mail search and a model read. This list costs a query, and bokforingslagen wants an underlag for the 45 kr purchase exactly as much as for the 4 500 kr one. The hunt keeps its floor; the page has none. Mailboxes fold. When it was last searched is what you look up when a mailbox seems to have gone quiet, not what you read on the way past. The address stays on the row, and a connection that needs reconnecting still says so without opening. Dropped the line telling people to go to Instaellningar. The panel reports where underlag come from; sending them elsewhere was the seam this work set out to close. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * feat(inbox): split the portal purchases out, and say what a run found Four things from looking at the real page beside the artifact. Hamta fran portal is its own list again. Twelve of one company's 119 unreceipted purchases have a supplier whose invoices sit behind a login, and that is a different job from the other 107: go there and fetch it, versus ask somebody. Collapsing them into one list with a badge buried the twelve you can settle now among the hundred you cannot. A run now says what it did. Pressing Leta and being told nothing is why the feature read as broken even on the runs where it worked: three underlag landed and the page looked identical afterwards. WhatsApp folds like the mailboxes and shows its number, which is the fact worth having. Describing the channel to someone who already connected it was not. The forwarding address lost its subtitle, and WhatsApp rows carry the brand mark. Emailed documents keep the generic one: nothing records which mailbox fetched them, so claiming a provider would be a guess. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): the WhatsApp number, three wrong portals, and somewhere to drop the file The WhatsApp row read the response in snake_case while the route answers camelCase, so a linked number rendered as a dash and a verified link read as unverified. Reading phoneMasked and verifiedAt fixes both. Anthropic, Vercel and Supabase are out of the portal directory. All three email their invoices to European customers, so listing them told somebody to go and log in for a document already sitting in their inbox: worse than saying nothing, because it sends them away from the answer. The directory's bar is 'does not send the invoice', not 'also has a portal'. The poll it was seeded from asked which portals people log into, and people answered with where an invoice can also be found. The same objection may reach further down the list. A purchase with no underlag now offers somewhere to put one. Telling somebody a document is missing without a place to drop it is half an answer, and the drop zone carries the amount and the date so the right file goes to the right purchase. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(portal): the links were never opened, and two of them were wrong The directory shipped with eighteen hand-written paths and none had been clicked. The file said so in its own header and shipped regardless, which is how a founder came to land on a 404 opening Google Workspace. A sweep of every URL found GitHub broken as well. Google Workspace now points at the console root rather than a deep billing path: admin.google.com refuses automated requests, so no deeper path can be verified from here, and a link that lands one click short beats one that lands on an error page. GitHub points at the path that actually answers. Trygg Hansa is removed because neither candidate URL could be reached at all, and an unverifiable link is exactly the promise this file kept warning about. scripts/check-portal-urls.mts sweeps them, so the next wrong URL is found by a script rather than by somebody who trusted the link. A 404 fails it; a host that refuses automation reports as unreachable and does not, because failing on those would train people to ignore the output. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): the drop zone now actually attaches the file to the purchase It did not. The generic upload sends only the file, so a document dropped while a purchase was selected landed in the inbox unmatched, while the pane showed that purchase's amount and date directly under the drop zone. The copy promised a link the code never made, and the user was left to match by hand what they had already told us. Uploading from a selected purchase now matches the new item to that transaction through the endpoint that already exists, and a file dropped anywhere on the page while a purchase is selected counts as that purchase's receipt rather than a loose upload. When the match fails the document is still safely filed, so it says so plainly instead of claiming a link that is not there. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): book the underlag against its transaction, and stop claiming links Two blockers found by review, both on the path that writes to the ledger. "Granska och bokför" never sent transaction_id. JournalEntryForm serialises a fixed set of keys and that is not one of them, and BookInboxItemDirectlySchema is a non-strict z.object, so the source_id carrying it was silently stripped. The verifikat posted standalone, the bank transaction stayed unbooked, and matched_transaction_id was overwritten with null: the match somebody had already made, undone, while the rail said Bokförd over all of it. Fixed in three places because one was not enough. JournalEntryForm takes an extraBody passthrough, the dialog sends transaction_id through it, and the route now falls back to the item's existing match rather than null, so a caller that merely forgets the field cannot undo work. Removing that fallback fails the new test. The hunt banner said "kopplades till ett köp" about pending_operations rows. The hunt stages proposals for approval and books nothing, so the number was real and the word was wrong: a user would read it, believe three purchases were done, and leave. It now says how many förslag await granskning, and links there. Booking also left the rail in its pre-booking state, still offering to post, so the same underlag could be submitted twice. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): no marker on a healthy state, no false empty state, no dropped files Three from review. The sources chip painted a sage dot whenever every mailbox was fine. Convention 12 rules semantic colour out of chrome, and convention 5 rules out a marker on a normal state: a chip every company sees always is a chip that says nothing. What is left is the exception, which is worth an ochre word and an icon. The pre-existing sage on matched rows is untouched; it is not this branch's to change. The empty state asserted "Varje köp har sitt underlag" while the trigger directly above it still showed the unsearched count. Type a term under Att göra, switch to Saknar underlag, and the page told you every purchase was covered while the button beside it read 50. It now says what is true: no matches for that term. A drop of several files onto a selected purchase kept the first and discarded the rest in silence, so a receipt scanned as two images left the purchase looking resolved with half its paperwork gone. They cannot all be one purchase's underlag, so the extras are filed in the inbox and the toast says how many. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): the hunt banner now says a press is not the last word A press fetches a bounded number of receipts, so an empty result usually means not yet rather than nothing there. The banner said 'Inget matchade något köp' and stopped, which reads as final and sends people away from a mailbox that still holds their receipts. It now says how many purchases are left to search for, and to press again. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): a count not a score, an honest failure, full-opacity borders '5 av 12' read as a bad extraction even when a kvitto had given up everything a kvitto has: half those twelve fields only exist on an invoice, so the denominator was measuring the document kind rather than the reading of it. It now says how many fields are filled, and says nothing when none are. The failure banner told people their mailbox had not answered even when the failure was ours, sending them to check a healthy Gmail. It now reads searchFailures and only blames the mailbox when a mailbox actually refused. Opacity-suffixed borders on the sources panel, which design.md forbids on surfaces: the border token is calibrated for full opacity. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * feat(inbox): translate the new strings, and name the mailbox that fetched a receipt Both of these were deferred with reasons, and one of the reasons was wrong. 57 keys in inbox_workspace, in both locales, covering every string this branch added. The component already had 27 t() calls, so hardcoding beside them was an inconsistency rather than a convention. The message-keys guard caught an invented journal_form.no_document on the way, which is what it is for. The provider mark claimed nothing recorded which mailbox fetched a document. It does: lib/receipt-hunt/ingest.ts writes mail_provider and mail_mailbox into channel_context on every ingest, and GET /items already selects that column. A hunted receipt now carries the mark of the mailbox it came from; forwarded mail has no connection behind it and keeps the envelope, which is the honest distinction rather than a guess. InboxChannelContext was WhatsApp-shaped and is now a union over the two intakes that write it. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(agent-context): keep the clarification channel narrow Widening InboxChannelContext.channel to cover the mail hunt broke this: only WhatsApp asks a human anything, so only WhatsApp produces clarifications. The mail hunt writes the same column with its own shape and never carries answers, so the provenance field stays 'whatsapp' rather than following the union. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(inbox): book the transaction we preserved, and date the verifikat by the event Three from PR review, two of them real. Preserving matched_transaction_id without booking it was the worse half of the bug it fixed. The transaction update was still guarded on the caller having sent transaction_id, so an omitted field left the item looking resolved while its bank line stayed open forever. Both the update and the item now use the same resolved id: the one the caller named, or the one the item was already matched to. Reverting the guard fails a test. The verifikat date fell back to today when there was no proposal, which is exactly the unknown-supplier case the dialog exists for. BFL 5 kap 6-7 § asks for datum för affärshändelsen; the day somebody opened a dialog is nobody's business event. It now falls back to the document's own date first, and only then to today. An en dash had crept in as a placeholder glyph, which the repo bans. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2142 lines
88 KiB
TypeScript
2142 lines
88 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
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import { useRouter } from 'next/navigation'
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import { useTranslations, useLocale } from 'next-intl'
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Textarea } from '@/components/ui/textarea'
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import { Label } from '@/components/ui/label'
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter } from '@/components/ui/dialog'
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import { useToast } from '@/components/ui/use-toast'
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import { ToastAction } from '@/components/ui/toast'
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import { Plus, Trash2, AlertTriangle, Loader2, Lock, CalendarPlus, Eraser, Tags, BookmarkPlus } from 'lucide-react'
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import { Badge } from '@/components/ui/badge'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
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import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import LineDimensionFields from '@/components/dimensions/LineDimensionFields'
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import { loadBasCatalog, type CatalogAccount } from '@/lib/bookkeeping/bas-catalog-client'
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import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
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import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
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import { sourceTypeForTemplateCategory } from '@/lib/bookkeeping/template-source-type'
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import { TemplateForm } from '@/components/settings/TemplateForm'
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import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
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import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
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import { AddAccountDialog } from '@/components/bookkeeping/AddAccountDialog'
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import { splitCreateAccountPrefill } from '@/lib/bookkeeping/create-account-prefill'
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import DuplicateBookingDialog, { type DuplicateMatchTransaction } from '@/components/transactions/DuplicateBookingDialog'
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import { Skeleton } from '@/components/ui/skeleton'
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import {
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useSubmitWithAccountActivation,
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throwOnStructuredError,
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} from '@/lib/hooks/use-submit-with-account-activation'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import {
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linkDocuments,
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formatFailedDocumentNames,
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type DocumentLinkFailure,
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} from '@/lib/documents/link-documents'
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import { formatCurrency } from '@/lib/utils'
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import { roundOre } from '@/lib/money'
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import { formatVoucher, resolveDefaultSeriesForSource } from '@/lib/bookkeeping/voucher-series-resolver'
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import { resolveFxLineSlot } from '@/lib/bookkeeping/fx-line-slot'
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import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
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import { useCompany } from '@/contexts/CompanyContext'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency, BookingTemplateLibrary, BookingTemplateCategory } from '@/types'
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import type { BookedDuplicateCandidate } from '@/lib/transactions/booking-duplicate-detection'
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const CURRENCIES: { value: Currency; label: string }[] = [
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{ value: 'SEK', label: 'SEK' },
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{ value: 'EUR', label: 'EUR' },
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{ value: 'USD', label: 'USD' },
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{ value: 'GBP', label: 'GBP' },
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{ value: 'NOK', label: 'NOK' },
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{ value: 'DKK', label: 'DKK' },
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]
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export interface FormLine {
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account_number: string
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debit_amount: string
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credit_amount: string
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line_description: string
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currency?: string
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amount_in_currency?: number
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exchange_rate?: number
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/** Pass-through only (set via API/MCP, never edited in this form): edit
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* mode replaces all lines, so dropping it would strip the stored code. */
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tax_code?: string | null
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/** SIE dimension map {sie_dim_no: object_code}, e.g. {"1":"KS01","6":"P001"}. */
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dimensions?: Record<string, string>
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}
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interface Props {
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onCreated?: () => void
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onEntryCreated?: (entryId: string) => void
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initialLines?: FormLine[]
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initialDate?: string
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initialDescription?: string
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initialNotes?: string
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initialVoucherSeries?: string
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sourceType?: JournalEntrySourceType
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sourceId?: string
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submitUrl?: string
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embedded?: boolean
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/** Render without the Card chrome (e.g. inside a dialog) but keep the full
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* non-embedded field set (series, notes, documents, voucher hint). */
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bare?: boolean
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/** Edit an existing DRAFT in place: the form PATCHes this entry instead of
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* creating a new one. Only the draft's header + lines are updated. */
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editEntryId?: string
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/** Edit mode: hydrate the currency picker + FX fields from the stored draft
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* so a foreign-currency draft is not displayed (and resaved) as SEK. */
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initialCurrency?: Currency
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initialExchangeRate?: number
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initialForeignAmount?: number
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/** Fired after a successful draft edit (editEntryId path). */
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onUpdated?: () => void
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/** The bank transaction being booked (set by TransactionBookingDialog).
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* Enables the duplicate guard's "Matcha mot verifikatet" action for
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* ledger-only voucher candidates. */
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/**
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* Extra keys for the submit body, for endpoints that need something this
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* form does not model. The invoice-inbox book-direct route needs
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* transaction_id to book the underlag against its bank line; without it the
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* entry posts standalone and the match is cleared.
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*/
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extraBody?: Record<string, unknown>
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duplicateMatchTransaction?: DuplicateMatchTransaction
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/** Fired after the duplicate guard's match action links the transaction to
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* the existing voucher (no new entry was created). */
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onDuplicateMatched?: (journalEntryId: string) => void
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}
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const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
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export default function JournalEntryForm({
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onCreated,
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onEntryCreated,
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initialLines,
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initialDate,
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initialDescription,
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initialNotes,
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initialVoucherSeries,
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sourceType,
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sourceId,
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submitUrl,
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embedded,
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bare,
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editEntryId,
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initialCurrency,
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initialExchangeRate,
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initialForeignAmount,
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onUpdated,
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extraBody,
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duplicateMatchTransaction,
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onDuplicateMatched,
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}: Props) {
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const { canWrite } = useCanWrite()
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const { toast } = useToast()
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const router = useRouter()
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const { company } = useCompany()
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const t = useTranslations('journal_form')
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// Reused only for the bilingual entity-type labels the shared TemplateForm
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// expects (matches BookingTemplatesPanel); the form itself already pulls its
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// copy from this namespace.
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const tTpl = useTranslations('settings_booking_templates')
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const locale = useLocale()
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const [periods, setPeriods] = useState<FiscalPeriod[]>([])
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const [selectedPeriod, setSelectedPeriod] = useState('')
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const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
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const [description, setDescription] = useState(initialDescription ?? '')
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const [notes, setNotes] = useState(initialNotes ?? '')
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const [showNotes, setShowNotes] = useState(false)
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// Dimension tagging (kostnadsställe/projekt). The affordances render only
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// when company_settings.dimensions_enabled: a UI-visibility gate; lines
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// that already carry dimensions (e.g. a draft being edited) still round-trip
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// untouched when the toggle is off.
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const [dimensionsEnabled, setDimensionsEnabled] = useState(false)
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const [showDims, setShowDims] = useState(false)
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// Header-level default dims ("gäller alla rader"). The per-row maps on
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// `lines` are the ONE source of truth: this state only drives the header
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// comboboxes; setHeaderDimension writes the default through to the rows.
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const [headerDims, setHeaderDims] = useState<Record<string, string>>({})
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// Which row's dimension popover is open (desktop table), and its container
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// for the outside-click close.
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const [dimPopoverRow, setDimPopoverRow] = useState<number | null>(null)
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const dimPopoverRef = useRef<HTMLDivElement | null>(null)
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const [lines, setLines] = useState<FormLine[]>(
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initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
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)
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const [voucherSeries, setVoucherSeries] = useState(initialVoucherSeries ?? 'A')
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// The source_type the entry will be committed with. Seeded from the prop
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// (undefined -> 'manual' for the standalone form). Applying a booking template
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// whose category maps to a dedicated source type (e.g. VAT -> vat_settlement)
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// flips this so the entry lands in that type's configured voucher series.
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const [effectiveSourceType, setEffectiveSourceType] = useState<JournalEntrySourceType>(
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sourceType ?? 'manual',
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)
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// Cache of the company's series config so template routing can re-resolve the
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// default series without re-fetching /api/settings. Populated by the settings
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// effect below.
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const seriesMapRef = useRef<Record<string, string> | null>(null)
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const defaultSeriesRef = useRef<string>('A')
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// Mirror of effectiveSourceType for the settings-fetch callback: if a template
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// routed the source type before /api/settings resolved, the late callback must
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// re-apply the series for the ROUTED type, not the mount-time base (otherwise
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// the entry submits as vat_settlement in the manual series).
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const effectiveSourceTypeRef = useRef<JournalEntrySourceType>(sourceType ?? 'manual')
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const [nextVoucherNumber, setNextVoucherNumber] = useState<number | null>(null)
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const [isSubmitting, setIsSubmitting] = useState(false)
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// Booking-time duplicate guard (TRANSACTION_BOOK_POSSIBLE_DUPLICATE): the
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// /book endpoint flags an already-booked sibling sharing date+amount+account.
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// Surface it and let the user book anyway. The override is bound to the
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// reviewed candidate via a ref the next submit reads: force is sent ONLY on
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// that retry, never on a normal submit or to the manual journal-entry endpoint.
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const [duplicateCandidate, setDuplicateCandidate] = useState<BookedDuplicateCandidate | null>(null)
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const forceDuplicateRef = useRef<{ force: true; expected_duplicate_journal_entry_id: string } | null>(null)
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const [showReview, setShowReview] = useState(false)
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const [isSavingDraft, setIsSavingDraft] = useState(false)
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const saveAsDraftRef = useRef(false)
|
||
const [showNoDocWarning, setShowNoDocWarning] = useState(false)
|
||
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
|
||
const [accounts, setAccounts] = useState<BASAccount[]>([])
|
||
// Full BAS catalogue (static reference data, fetched once per session). Lets
|
||
// the account picker surface standard accounts the company hasn't activated
|
||
// yet; picking one activates it at commit via the existing rail.
|
||
const [catalog, setCatalog] = useState<CatalogAccount[]>([])
|
||
const [entryCurrency, setEntryCurrency] = useState<Currency>(initialCurrency ?? 'SEK')
|
||
const [exchangeRate, setExchangeRate] = useState(initialExchangeRate != null ? String(initialExchangeRate) : '')
|
||
const [isFetchingRate, setIsFetchingRate] = useState(false)
|
||
const [foreignAmount, setForeignAmount] = useState(initialForeignAmount != null ? String(initialForeignAmount) : '')
|
||
const [periodMismatch, setPeriodMismatch] = useState<'no_period' | 'wrong_period' | null>(null)
|
||
const [showCreatePeriod, setShowCreatePeriod] = useState(false)
|
||
const [showClearConfirm, setShowClearConfirm] = useState(false)
|
||
// "Spara som mall": derive a reusable template from the current kontering and
|
||
// hand it to the shared TemplateForm (create mode). Amounts become ratios/VAT
|
||
// rates so the mall re-computes when applied to a fresh amount later.
|
||
const [showSaveTemplate, setShowSaveTemplate] = useState(false)
|
||
// Month (YYYY-MM) of the most recently posted voucher this session. Used to
|
||
// flag, at the review step, when the user is about to book into a different
|
||
// month: guards against accidentally posting to the wrong month.
|
||
const [lastPostedMonth, setLastPostedMonth] = useState<string | null>(null)
|
||
// Per-account saldo as of entryDate, keyed by account_number.
|
||
// undefined = not fetched, null = fetch in flight.
|
||
const [accountBalances, setAccountBalances] = useState<Record<string, number | null>>({})
|
||
// Inline account-creation: which line triggered the dialog, and what the
|
||
// user typed in the combobox so we can prefill the dialog.
|
||
const [creatingAccountForLine, setCreatingAccountForLine] = useState<number | null>(null)
|
||
const [createAccountPrefill, setCreateAccountPrefill] = useState<string>('')
|
||
// Per-row refs to the account/debit/credit inputs so the keyboard flow can
|
||
// advance focus with Enter: konto → debet → kredit → nästa rads konto. Two
|
||
// layouts render simultaneously (mobile cards + desktop table); we focus
|
||
// whichever one is actually visible.
|
||
const desktopAccountRefs = useRef<(HTMLInputElement | null)[]>([])
|
||
const mobileAccountRefs = useRef<(HTMLInputElement | null)[]>([])
|
||
const desktopDebitRefs = useRef<(HTMLInputElement | null)[]>([])
|
||
const mobileDebitRefs = useRef<(HTMLInputElement | null)[]>([])
|
||
const desktopCreditRefs = useRef<(HTMLInputElement | null)[]>([])
|
||
const mobileCreditRefs = useRef<(HTMLInputElement | null)[]>([])
|
||
// Confirm button in the inline (bare) review, focused on open so Enter posts.
|
||
const bareConfirmRef = useRef<HTMLButtonElement>(null)
|
||
|
||
const isForeign = entryCurrency !== 'SEK'
|
||
|
||
const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
|
||
|
||
const hasContent = description !== '' || notes !== '' ||
|
||
lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
|
||
uploadedFiles.length > 0
|
||
useUnsavedChanges(hasContent)
|
||
|
||
async function fetchPeriods() {
|
||
const res = await fetch('/api/bookkeeping/fiscal-periods')
|
||
const { data } = await res.json()
|
||
const fetched: FiscalPeriod[] = data || []
|
||
setPeriods(fetched)
|
||
|
||
// Auto-select period matching the current entry date
|
||
const match = fetched.find(
|
||
(p) => entryDate >= p.period_start && entryDate <= p.period_end
|
||
)
|
||
if (match) {
|
||
setSelectedPeriod(match.id)
|
||
setPeriodMismatch(null)
|
||
} else if (fetched.length > 0) {
|
||
setSelectedPeriod(fetched[0].id)
|
||
setPeriodMismatch('no_period')
|
||
}
|
||
}
|
||
|
||
async function fetchAccounts() {
|
||
const res = await fetch('/api/bookkeeping/accounts')
|
||
const { data } = await res.json()
|
||
setAccounts(data || [])
|
||
}
|
||
|
||
// Resolve + set the default voucher series for a source type from the cached
|
||
// company config: prefer the per-source-type mapping, fall back to the legacy
|
||
// default_voucher_series, then to 'A'. Reads refs (stable), so it can run both
|
||
// on load and when template application changes the source type.
|
||
const applySeriesForSourceType = useCallback((st: JournalEntrySourceType) => {
|
||
const perSource = resolveDefaultSeriesForSource(seriesMapRef.current, st)
|
||
setVoucherSeries(perSource !== 'A' ? perSource : defaultSeriesRef.current || 'A')
|
||
}, [])
|
||
|
||
useEffect(() => {
|
||
fetchPeriods()
|
||
fetchAccounts()
|
||
loadBasCatalog().then(setCatalog).catch(() => {/* search degrades to the active chart */})
|
||
// Company settings power two things here: dimensions_enabled gates the
|
||
// tagging affordances (all modes, incl. the TransactionBookingDialog
|
||
// embed), and the default voucher series seeds the standalone form:
|
||
// prefer the per-source-type mapping when present; fall back to the legacy
|
||
// default_voucher_series, then to 'A'. In edit mode the draft's own series
|
||
// is pre-filled: never override it from the company defaults.
|
||
fetch('/api/settings').then(r => r.json()).then(({ data }) => {
|
||
if (!data) return
|
||
setDimensionsEnabled(data.dimensions_enabled === true)
|
||
seriesMapRef.current =
|
||
(data.default_voucher_series_per_source_type as Record<string, string> | null) ?? null
|
||
defaultSeriesRef.current = data.default_voucher_series || 'A'
|
||
if (!embedded && !editEntryId) {
|
||
applySeriesForSourceType(effectiveSourceTypeRef.current)
|
||
}
|
||
}).catch(() => {/* keep 'A' + hidden dimension affordances */})
|
||
}, [embedded, sourceType, editEntryId, applySeriesForSourceType])
|
||
|
||
// Auto-select period when entry date changes
|
||
useEffect(() => {
|
||
if (periods.length === 0) return
|
||
const match = periods.find(
|
||
(p) => entryDate >= p.period_start && entryDate <= p.period_end
|
||
)
|
||
if (match) {
|
||
setSelectedPeriod(match.id)
|
||
setPeriodMismatch(null)
|
||
} else {
|
||
setPeriodMismatch('no_period')
|
||
}
|
||
}, [entryDate, periods])
|
||
|
||
// Preview the upcoming voucher number for the selected period + series.
|
||
// Read-only hint; the actual number is reserved atomically at commit time,
|
||
// so this may shift by one if another entry lands first.
|
||
useEffect(() => {
|
||
if (embedded || !selectedPeriod || !voucherSeries) {
|
||
setNextVoucherNumber(null)
|
||
return
|
||
}
|
||
let cancelled = false
|
||
const qs = new URLSearchParams({ period_id: selectedPeriod, series: voucherSeries })
|
||
fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
|
||
.then((r) => (r.ok ? r.json() : null))
|
||
.then((body) => {
|
||
if (cancelled) return
|
||
const next = body?.data?.next
|
||
setNextVoucherNumber(typeof next === 'number' ? next : null)
|
||
})
|
||
.catch(() => {
|
||
if (!cancelled) setNextVoucherNumber(null)
|
||
})
|
||
return () => {
|
||
cancelled = true
|
||
}
|
||
}, [embedded, selectedPeriod, voucherSeries])
|
||
|
||
// Fetch exchange rate from Riksbanken when currency changes
|
||
const fetchRate = useCallback(async (currency: Currency) => {
|
||
if (currency === 'SEK') return
|
||
setIsFetchingRate(true)
|
||
try {
|
||
const res = await fetch(`/api/currency/rate?currency=${currency}&date=${entryDate}`)
|
||
if (res.ok) {
|
||
const { data } = await res.json()
|
||
if (data?.rate) {
|
||
setExchangeRate(String(data.rate))
|
||
}
|
||
}
|
||
} catch {
|
||
// Non-critical: user can enter rate manually
|
||
} finally {
|
||
setIsFetchingRate(false)
|
||
}
|
||
}, [entryDate])
|
||
|
||
// Edit mode hydrates the draft's STORED rate: the mount-time fetch must not
|
||
// replace it with today's rate, or a text-only edit would silently save a
|
||
// different FX rate. Fetch only after the user changes currency (or date).
|
||
const skipInitialRateFetch = useRef(initialExchangeRate != null)
|
||
useEffect(() => {
|
||
if (entryCurrency !== 'SEK') {
|
||
if (skipInitialRateFetch.current) {
|
||
skipInitialRateFetch.current = false
|
||
return
|
||
}
|
||
fetchRate(entryCurrency)
|
||
}
|
||
}, [entryCurrency, fetchRate])
|
||
|
||
// Stable key of selected account numbers across all lines, sorted + deduped.
|
||
// Only valid 4-digit BAS account numbers are included.
|
||
const accountsKey = useMemo(
|
||
() =>
|
||
Array.from(
|
||
new Set(lines.map((l) => l.account_number).filter((a) => /^\d{4}$/.test(a)))
|
||
)
|
||
.sort()
|
||
.join(','),
|
||
[lines]
|
||
)
|
||
|
||
// Fetch per-account saldo as of entryDate for the accounts currently on the
|
||
// form. The fetched value is always "saldo before this entry"; the render
|
||
// layer adds the typed draft amounts on top (draftDeltas) so the column
|
||
// shows where the account is heading.
|
||
useEffect(() => {
|
||
if (!accountsKey) {
|
||
setAccountBalances({})
|
||
return
|
||
}
|
||
const accountList = accountsKey.split(',')
|
||
// Carry forward any previously-known balances for these accounts so the
|
||
// value doesn't blank out on re-fetch; mark genuinely new accounts as
|
||
// loading (null).
|
||
setAccountBalances((prev) => {
|
||
const next: Record<string, number | null> = {}
|
||
for (const a of accountList) next[a] = a in prev ? prev[a] : null
|
||
return next
|
||
})
|
||
|
||
let cancelled = false
|
||
const handle = setTimeout(async () => {
|
||
try {
|
||
const qs = new URLSearchParams({ accounts: accountsKey, as_of: entryDate })
|
||
const res = await fetch(`/api/bookkeeping/account-balances?${qs}`)
|
||
if (!res.ok) {
|
||
// 4xx (e.g. future entryDate rejected by Zod) or 5xx: collapse the
|
||
// loading skeleton so the column doesn't get stuck. Saldo is a
|
||
// reference value, not authoritative: showing 0 here is preferable
|
||
// to an indefinite spinner.
|
||
if (cancelled) return
|
||
setAccountBalances((prev) => {
|
||
const next = { ...prev }
|
||
for (const a of accountList) {
|
||
if (next[a] == null) next[a] = 0
|
||
}
|
||
return next
|
||
})
|
||
return
|
||
}
|
||
const body = (await res.json()) as {
|
||
data: Array<{ account_number: string; balance: number }>
|
||
}
|
||
if (cancelled) return
|
||
setAccountBalances((prev) => {
|
||
const next = { ...prev }
|
||
for (const row of body.data) next[row.account_number] = row.balance
|
||
return next
|
||
})
|
||
} catch {
|
||
// Reference value: failure is non-fatal, just leave previous state.
|
||
}
|
||
}, 150)
|
||
|
||
return () => {
|
||
cancelled = true
|
||
clearTimeout(handle)
|
||
}
|
||
}, [accountsKey, entryDate])
|
||
|
||
// What the typed-but-unposted rows would do to each account's saldo. The
|
||
// /account-balances convention is debit-positive for every class, so
|
||
// delta = debit - credit encodes direction without needing the account type:
|
||
// rendering "before -> after" gives instant feedback on whether the chosen
|
||
// side increases or decreases the account.
|
||
const draftDeltas = useMemo(() => {
|
||
const deltas: Record<string, number> = {}
|
||
for (const l of lines) {
|
||
if (!/^\d{4}$/.test(l.account_number)) continue
|
||
const delta = (parseFloat(l.debit_amount) || 0) - (parseFloat(l.credit_amount) || 0)
|
||
if (delta === 0) continue
|
||
deltas[l.account_number] = roundOre((deltas[l.account_number] ?? 0) + delta)
|
||
}
|
||
return deltas
|
||
}, [lines])
|
||
|
||
// New rows inherit the current header default (a row without a per-row
|
||
// override follows the header (see setHeaderDimension).
|
||
const makeBlankLine = useCallback(
|
||
(): FormLine =>
|
||
Object.keys(headerDims).length > 0
|
||
? { ...BLANK_LINE, dimensions: { ...headerDims } }
|
||
: { ...BLANK_LINE },
|
||
[headerDims]
|
||
)
|
||
|
||
const addLine = () => {
|
||
setLines([...lines, makeBlankLine()])
|
||
}
|
||
|
||
const removeLine = (index: number) => {
|
||
if (lines.length <= 2) return
|
||
setLines(lines.filter((_, i) => i !== index))
|
||
// Keep the open dimension popover attached to the same row after the splice.
|
||
setDimPopoverRow((r) => (r === null ? r : r === index ? null : r > index ? r - 1 : r))
|
||
}
|
||
|
||
/**
|
||
* Header default write-through. Inheritance rule: a row inherits dimension
|
||
* `dimNo` iff its current value equals the previous header default (unset
|
||
* counts as equal to an unset default). Inheriting rows follow the change
|
||
* (including clearing); rows whose value differs are per-row overrides and
|
||
* are left untouched. A row explicitly set to the same code as the header is
|
||
* indistinguishable from an inherited one and follows later header changes
|
||
* by design: the per-row maps stay the single source of truth.
|
||
*/
|
||
const setHeaderDimension = (dimNo: string, code: string | null) => {
|
||
const prev = headerDims[dimNo]
|
||
const next = code?.trim() || undefined
|
||
setHeaderDims((h) => {
|
||
const out = { ...h }
|
||
if (next) out[dimNo] = next
|
||
else delete out[dimNo]
|
||
return out
|
||
})
|
||
setLines((ls) =>
|
||
ls.map((l) => {
|
||
if (l.dimensions?.[dimNo] !== prev) return l // per-row override: keep
|
||
const dims = { ...(l.dimensions ?? {}) }
|
||
if (next) dims[dimNo] = next
|
||
else delete dims[dimNo]
|
||
return { ...l, dimensions: Object.keys(dims).length > 0 ? dims : undefined }
|
||
})
|
||
)
|
||
}
|
||
|
||
const updateLineDimension = (index: number, dimNo: string, code: string | null) => {
|
||
setLines((ls) =>
|
||
ls.map((l, i) => {
|
||
if (i !== index) return l
|
||
const dims = { ...(l.dimensions ?? {}) }
|
||
const trimmed = code?.trim()
|
||
if (trimmed) dims[dimNo] = trimmed
|
||
else delete dims[dimNo]
|
||
return { ...l, dimensions: Object.keys(dims).length > 0 ? dims : undefined }
|
||
})
|
||
)
|
||
}
|
||
|
||
// Compact per-row display, e.g. "KS01 · P001" (dim number order).
|
||
const compactDims = (dims: Record<string, string>) =>
|
||
Object.entries(dims)
|
||
.filter(([, v]) => v)
|
||
.sort(([a], [b]) => Number(a) - Number(b))
|
||
.map(([, v]) => v)
|
||
.join(' · ')
|
||
|
||
// Close the row dimension popover on outside click (same pattern as the
|
||
// comboboxes' own dropdowns; their option clicks preventDefault so a
|
||
// selection never counts as outside).
|
||
useEffect(() => {
|
||
if (dimPopoverRow === null) return
|
||
function handlePointerDown(e: MouseEvent | TouchEvent) {
|
||
if (dimPopoverRef.current && !dimPopoverRef.current.contains(e.target as Node)) {
|
||
setDimPopoverRow(null)
|
||
}
|
||
}
|
||
document.addEventListener('mousedown', handlePointerDown)
|
||
document.addEventListener('touchstart', handlePointerDown)
|
||
return () => {
|
||
document.removeEventListener('mousedown', handlePointerDown)
|
||
document.removeEventListener('touchstart', handlePointerDown)
|
||
}
|
||
}, [dimPopoverRow])
|
||
|
||
const updateLine = (index: number, field: keyof FormLine, value: string) => {
|
||
const updated = [...lines]
|
||
updated[index] = { ...updated[index], [field]: value }
|
||
|
||
// If entering debit, clear credit and vice versa
|
||
if (field === 'debit_amount' && value) {
|
||
updated[index].credit_amount = ''
|
||
} else if (field === 'credit_amount' && value) {
|
||
updated[index].debit_amount = ''
|
||
}
|
||
|
||
// Auto-fill line description from account name when selecting an account.
|
||
// NOTE: we intentionally do NOT auto-fill a balancing amount here: that was
|
||
// surprising when splitting across several lines. The balancing amount is
|
||
// now opt-in via double-clicking a debit/credit field (handleFillBalance).
|
||
if (field === 'account_number' && value) {
|
||
// Fall back to the BAS catalogue so the description still auto-fills when
|
||
// the chosen account isn't in the active chart yet.
|
||
const account =
|
||
accounts.find((a) => a.account_number === value) ??
|
||
catalog.find((a) => a.account_number === value)
|
||
if (account) {
|
||
updated[index].line_description = account.account_name
|
||
// Fortnox-style: seed the verifikationstext from the first row's account
|
||
// when the user hasn't typed one yet. Non-destructive: never overwrites.
|
||
if (index === 0 && !description.trim()) {
|
||
setDescription(account.account_name)
|
||
}
|
||
}
|
||
}
|
||
|
||
setLines(updated)
|
||
}
|
||
|
||
// Outstanding imbalance from every line except `excludeIndex`.
|
||
// Positive => debit side is short (a debit on the target row balances it);
|
||
// negative => credit side is short.
|
||
const computeBalancingDiff = useCallback(
|
||
(excludeIndex: number) => {
|
||
const others = lines.filter((_, i) => i !== excludeIndex)
|
||
const d = others.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
|
||
const c = others.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
|
||
return Math.round((c - d) * 100) / 100
|
||
},
|
||
[lines]
|
||
)
|
||
|
||
// Opt-in balancing: double-click a debit/credit field to fill the amount that
|
||
// makes the voucher balance. No-op if already balanced or if the balancing
|
||
// entry belongs on the other side.
|
||
const handleFillBalance = (index: number, side: 'debit' | 'credit') => {
|
||
const diff = computeBalancingDiff(index)
|
||
const fill = side === 'debit' ? diff : -diff
|
||
if (fill <= 0) return
|
||
updateLine(index, side === 'debit' ? 'debit_amount' : 'credit_amount', fill.toFixed(2))
|
||
}
|
||
|
||
// Move focus to a row's input. Deferred a frame so it runs after any
|
||
// re-render (e.g. the auto-appended trailing row). offsetParent is null for
|
||
// display:none elements, so this picks whichever layout is currently visible.
|
||
const focusRowInput = useCallback(
|
||
(
|
||
desktop: React.RefObject<(HTMLInputElement | null)[]>,
|
||
mobile: React.RefObject<(HTMLInputElement | null)[]>,
|
||
index: number
|
||
) => {
|
||
requestAnimationFrame(() => {
|
||
const d = desktop.current?.[index]
|
||
const m = mobile.current?.[index]
|
||
const target = d && d.offsetParent !== null ? d : m && m.offsetParent !== null ? m : (d ?? m)
|
||
target?.focus()
|
||
target?.select?.()
|
||
})
|
||
},
|
||
[]
|
||
)
|
||
const focusAccount = useCallback(
|
||
(index: number) => focusRowInput(desktopAccountRefs, mobileAccountRefs, index),
|
||
[focusRowInput]
|
||
)
|
||
const focusDebit = useCallback(
|
||
(index: number) => focusRowInput(desktopDebitRefs, mobileDebitRefs, index),
|
||
[focusRowInput]
|
||
)
|
||
const focusCredit = useCallback(
|
||
(index: number) => focusRowInput(desktopCreditRefs, mobileCreditRefs, index),
|
||
[focusRowInput]
|
||
)
|
||
|
||
// Keep exactly one trailing blank row so the user never has to click "Lägg
|
||
// till rad": once the last row is started (account or amount), append a fresh
|
||
// blank below it. Applies uniformly to typed, templated and copied lines.
|
||
// The guard lives inside the functional updater so chained updates see each
|
||
// other's result, making it idempotent and safe under StrictMode's dev-only
|
||
// double-invoke (no runaway append, no double blank row).
|
||
useEffect(() => {
|
||
setLines((prev) => {
|
||
const last = prev[prev.length - 1]
|
||
if (!last) return prev
|
||
const trailingBlank =
|
||
last.account_number === '' && last.debit_amount === '' && last.credit_amount === ''
|
||
return trailingBlank ? prev : [...prev, makeBlankLine()]
|
||
})
|
||
}, [lines, makeBlankLine])
|
||
|
||
// Inline (bare) review: move focus to the confirm button when it opens so
|
||
// Enter posts: parity with the ConfirmationDialog's autoFocusConfirm.
|
||
useEffect(() => {
|
||
if (bare && showReview) {
|
||
requestAnimationFrame(() => bareConfirmRef.current?.focus())
|
||
}
|
||
}, [bare, showReview])
|
||
|
||
// Only lines with both an account and a non-zero amount end up in the submit
|
||
// payload (see the filter in handleConfirm). Compute totals and balance from
|
||
// those same lines so the enable-gate matches what the API will actually see.
|
||
const submittableLines = lines.filter((l) => {
|
||
const d = parseFloat(l.debit_amount) || 0
|
||
const c = parseFloat(l.credit_amount) || 0
|
||
return !!l.account_number && (d > 0 || c > 0)
|
||
})
|
||
const incompleteLineCount = lines.filter((l) => {
|
||
const d = parseFloat(l.debit_amount) || 0
|
||
const c = parseFloat(l.credit_amount) || 0
|
||
const hasAmount = d > 0 || c > 0
|
||
const hasAccount = !!l.account_number
|
||
// Row counts as incomplete if exactly one of (account, amount) is present.
|
||
return hasAccount !== hasAmount
|
||
}).length
|
||
const totalDebit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
|
||
const totalCredit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
|
||
const isBalanced =
|
||
Math.round((totalDebit - totalCredit) * 100) === 0
|
||
&& totalDebit > 0
|
||
&& submittableLines.length >= 2
|
||
&& incompleteLineCount === 0
|
||
|
||
// Account number → BAS name, so derived template lines get meaningful labels.
|
||
const accountNameMap = useMemo(
|
||
() => Object.fromEntries(catalog.map((a) => [a.account_number, a.account_name])),
|
||
[catalog],
|
||
)
|
||
// Template lines derived from the current kontering. Fewer than two usable
|
||
// lines (a 4-digit account + an amount) disables "Spara som mall".
|
||
const derivedTemplateLines = useMemo(
|
||
() => deriveTemplateLinesFromBooking(lines, accountNameMap),
|
||
[lines, accountNameMap],
|
||
)
|
||
|
||
const rate = parseFloat(exchangeRate) || 0
|
||
// If user has manually entered a foreign amount, use that; otherwise derive from SEK total
|
||
const parsedForeignInput = parseFloat(foreignAmount) || 0
|
||
const computedForeignAmount = isForeign && rate > 0
|
||
? (parsedForeignInput > 0
|
||
? parsedForeignInput
|
||
: (totalDebit > 0 ? Math.round(totalDebit / rate * 100) / 100 : 0))
|
||
: 0
|
||
// The expected SEK equivalent based on foreign amount × rate
|
||
const computedSekAmount = isForeign && rate > 0 && computedForeignAmount > 0
|
||
? Math.round(computedForeignAmount * rate * 100) / 100
|
||
: 0
|
||
|
||
// Month/period safety signals surfaced at the review step (not as a blocking
|
||
// dialog on every date change (that would add friction to routine entry).
|
||
const monthLabel = useCallback(
|
||
(ym: string) => {
|
||
const [y, m] = ym.split('-').map(Number)
|
||
if (!y || !m) return ym
|
||
return new Date(y, m - 1, 1).toLocaleDateString(locale === 'en' ? 'en-GB' : 'sv-SE', {
|
||
month: 'long',
|
||
year: 'numeric',
|
||
})
|
||
},
|
||
[locale]
|
||
)
|
||
const entryMonth = entryDate.slice(0, 7)
|
||
const monthChanged = lastPostedMonth != null && entryMonth !== lastPostedMonth
|
||
const selectedPeriodObj = periods.find((p) => p.id === selectedPeriod)
|
||
const selectedPeriodLocked = !!(selectedPeriodObj?.locked_at || selectedPeriodObj?.is_closed)
|
||
|
||
const handleTemplateApply = (
|
||
templateLines: FormLine[],
|
||
templateDescription: string,
|
||
category?: BookingTemplateCategory,
|
||
) => {
|
||
setLines(templateLines)
|
||
if (!description) setDescription(templateDescription)
|
||
// Route templates whose category maps to a dedicated source type (VAT ->
|
||
// vat_settlement) so the entry books into that type's configured series.
|
||
// Create mode only: embedded/edit keep their caller-provided source type.
|
||
// Non-mapped categories fall back to the form's base source type, which
|
||
// also reverts a prior VAT routing if the user swaps templates.
|
||
if (!embedded && !editEntryId) {
|
||
const base = sourceType ?? 'manual'
|
||
const routed = sourceTypeForTemplateCategory(category) ?? base
|
||
if (routed !== effectiveSourceType) {
|
||
setEffectiveSourceType(routed)
|
||
effectiveSourceTypeRef.current = routed
|
||
applySeriesForSourceType(routed)
|
||
}
|
||
}
|
||
}
|
||
|
||
// Wipe the form back to a blank entry. Mirrors the post-submit reset: it
|
||
// clears the data the user typed (lines, description, note, attachments,
|
||
// currency) but keeps the contextual defaults (period, date) so the form is
|
||
// immediately ready for the next entry. Template-routed source type does NOT
|
||
// survive a clear: the next entry is hand-typed, and a sticky vat_settlement
|
||
// would tag it into the moms series and skip the manual-entry underlag
|
||
// tracking. Posted entries are immutable, so that mistag is storno-only.
|
||
const handleClearAll = () => {
|
||
setDescription('')
|
||
setNotes('')
|
||
setUploadedFiles([])
|
||
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
|
||
setHeaderDims({})
|
||
setEntryCurrency('SEK')
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
if (!embedded && !editEntryId) {
|
||
const base = sourceType ?? 'manual'
|
||
if (base !== effectiveSourceType) {
|
||
setEffectiveSourceType(base)
|
||
effectiveSourceTypeRef.current = base
|
||
applySeriesForSourceType(base)
|
||
}
|
||
}
|
||
}
|
||
|
||
const handleOpenCreateAccount = (lineIndex: number, prefill: string) => {
|
||
setCreatingAccountForLine(lineIndex)
|
||
setCreateAccountPrefill(prefill)
|
||
}
|
||
|
||
// After a new account is created, refresh the chart, auto-select it on the
|
||
// line that initiated the create, and close the dialog. All other form
|
||
// state is preserved: we never navigate away from the form.
|
||
//
|
||
// Only the number is required: the dialog also reaches here after
|
||
// reactivating an existing account, where the rest of the row is whatever
|
||
// the company already had stored and is picked up by fetchAccounts.
|
||
const handleAccountCreated = async (account: { account_number: string }) => {
|
||
await fetchAccounts()
|
||
if (creatingAccountForLine != null) {
|
||
updateLine(creatingAccountForLine, 'account_number', account.account_number)
|
||
}
|
||
setCreatingAccountForLine(null)
|
||
setCreateAccountPrefill('')
|
||
}
|
||
|
||
const handleReview = () => {
|
||
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
|
||
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
|
||
if (!embedded && !bare && !hasDocuments) {
|
||
setShowNoDocWarning(true)
|
||
return
|
||
}
|
||
setShowReview(true)
|
||
}
|
||
|
||
// Whether an Enter should open the review: mirrors the review button's
|
||
// enable gate exactly, so Enter never submits something the button wouldn't.
|
||
const canSubmitReview = () =>
|
||
isBalanced &&
|
||
!!description &&
|
||
!!selectedPeriod &&
|
||
!periodMismatch &&
|
||
!isUploading &&
|
||
canWrite &&
|
||
!isSubmitting &&
|
||
!isSavingDraft
|
||
|
||
// Enter anywhere in the form = "Granska & skapa": opens the review exactly as
|
||
// the button does, from any field. Navigation is Tab's job. Two Enter
|
||
// exceptions stay intact: the account combobox (it calls preventDefault to
|
||
// select the highlighted account (we skip when defaultPrevented) and the
|
||
// internal-note textarea (newlines). The inline review owns its own Enter.
|
||
const handleFormKeyDown = (e: React.KeyboardEvent<HTMLDivElement>) => {
|
||
if (e.key !== 'Enter') return
|
||
if (e.defaultPrevented || showReview) return
|
||
if ((e.target as HTMLElement).tagName === 'TEXTAREA') return
|
||
e.preventDefault()
|
||
if (canSubmitReview()) handleReview()
|
||
}
|
||
|
||
// Enter-to-advance inside the konteringsrader: konto → debet → kredit →
|
||
// nästa rads konto. Navigation only fires while the entry is NOT
|
||
// submittable: once the voucher balances, Enter falls through to the
|
||
// form-level handler above and opens the review instead, so a single Enter
|
||
// never both moves focus and submits.
|
||
const handleAmountKeyDown =
|
||
(index: number, side: 'debit' | 'credit') =>
|
||
(e: React.KeyboardEvent<HTMLInputElement>) => {
|
||
if (e.key !== 'Enter' || canSubmitReview()) return
|
||
e.preventDefault()
|
||
// An amount on this side finishes the row (debit clears credit and vice
|
||
// versa) → jump to the next row's account. An empty debit means the row
|
||
// books on the credit side → hop across first.
|
||
if (side === 'debit' && !(parseFloat(lines[index].debit_amount) > 0)) {
|
||
focusCredit(index)
|
||
} else {
|
||
focusAccount(index + 1)
|
||
}
|
||
}
|
||
|
||
// Enter in a radbeskrivning continues to that row's amount.
|
||
const handleLineDescKeyDown =
|
||
(index: number) => (e: React.KeyboardEvent<HTMLInputElement>) => {
|
||
if (e.key !== 'Enter' || canSubmitReview()) return
|
||
e.preventDefault()
|
||
focusDebit(index)
|
||
}
|
||
|
||
// Enter in the verifikationstext drops into the first row still missing an
|
||
// account, so the top-to-bottom keyboard flow never needs the mouse.
|
||
const handleHeaderDescKeyDown = (e: React.KeyboardEvent<HTMLInputElement>) => {
|
||
if (e.key !== 'Enter' || canSubmitReview()) return
|
||
const idx = lines.findIndex((l) => !l.account_number)
|
||
if (idx === -1) return
|
||
e.preventDefault()
|
||
focusAccount(idx)
|
||
}
|
||
|
||
// Inner submit: builds payload, POSTs, throws a structured error on failure
|
||
// (so the activation hook can intercept ACCOUNTS_NOT_IN_CHART).
|
||
const postJournalEntry = useCallback(async () => {
|
||
const submittableLines = lines.filter(
|
||
(l) => l.account_number && (l.debit_amount || l.credit_amount)
|
||
)
|
||
|
||
// PRE-PASS: decide which single line carries the entry's FX metadata BEFORE
|
||
// any line is built, so the answer cannot depend on line order. Deciding
|
||
// inside the map meant the "already applied" latch only closed once the
|
||
// loop had reached a hydrated FX line, so an agent-created EUR draft edited
|
||
// here could end up with TWO lines claiming the same foreign amount; and
|
||
// the old test (first account starting with '19') picked the SEK leg of a
|
||
// EUR/SEK växling and dropped the metadata entirely on entries with no 19xx
|
||
// line at all. lib/bookkeeping/fx-line-slot.ts states the rule.
|
||
const fxSlot = resolveFxLineSlot(
|
||
submittableLines.map((l) => ({
|
||
account_number: l.account_number,
|
||
debit_amount: parseFloat(l.debit_amount) || 0,
|
||
credit_amount: parseFloat(l.credit_amount) || 0,
|
||
currency: l.currency,
|
||
})),
|
||
{ entryCurrency, exchangeRate: rate, foreignAmount: computedForeignAmount }
|
||
)
|
||
|
||
if (fxSlot.kind === 'unplaceable') {
|
||
// `journal_entries` has no currency or exchange_rate column: a rate that
|
||
// is not written onto a line is unrecoverable, and the verifikat would
|
||
// post looking as if it had always been in SEK. Refuse instead, before
|
||
// anything is sent, and say which rader are involved.
|
||
const messageKey =
|
||
fxSlot.reason === 'ambiguous'
|
||
? 'fx_unplaceable_ambiguous'
|
||
: fxSlot.reason === 'currency_conflict'
|
||
? 'fx_unplaceable_currency_conflict'
|
||
: 'fx_unplaceable_no_carrier'
|
||
const message = t(messageKey, {
|
||
currency: entryCurrency,
|
||
amount: computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 }),
|
||
rate: rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 }),
|
||
accounts: fxSlot.accounts.join(', '),
|
||
lineCurrency: fxSlot.lineCurrency ?? '',
|
||
})
|
||
throw Object.assign(new Error(message), { body: { error: { message } }, status: 400 })
|
||
}
|
||
|
||
const entryLines: CreateJournalEntryLineInput[] = submittableLines.map((l, index) => {
|
||
const base: CreateJournalEntryLineInput = {
|
||
account_number: l.account_number,
|
||
debit_amount: parseFloat(l.debit_amount) || 0,
|
||
credit_amount: parseFloat(l.credit_amount) || 0,
|
||
line_description: l.line_description || undefined,
|
||
}
|
||
|
||
if (l.dimensions) {
|
||
const dims = Object.fromEntries(
|
||
Object.entries(l.dimensions).filter(([, v]) => typeof v === 'string' && v.trim() !== '')
|
||
)
|
||
if (Object.keys(dims).length > 0) base.dimensions = dims
|
||
}
|
||
|
||
if (l.tax_code) base.tax_code = l.tax_code
|
||
|
||
if (l.currency) {
|
||
// The line speaks for itself (hydrated draft, agent-created entry).
|
||
base.currency = l.currency
|
||
if (l.amount_in_currency != null) base.amount_in_currency = l.amount_in_currency
|
||
if (l.exchange_rate != null) base.exchange_rate = l.exchange_rate
|
||
} else if (fxSlot.kind === 'slot' && fxSlot.index === index) {
|
||
base.currency = entryCurrency
|
||
base.amount_in_currency = computedForeignAmount
|
||
base.exchange_rate = rate
|
||
}
|
||
|
||
return base
|
||
})
|
||
|
||
const baseUrl = submitUrl ?? '/api/bookkeeping/journal-entries'
|
||
// Edit mode PATCHes the draft in place; create mode POSTs (with ?as_draft
|
||
// when saving a draft rather than posting).
|
||
const url = editEntryId
|
||
? `${baseUrl}/${editEntryId}`
|
||
: saveAsDraftRef.current
|
||
? `${baseUrl}?as_draft=true`
|
||
: baseUrl
|
||
const res = await fetch(url, {
|
||
method: editEntryId ? 'PATCH' : 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({
|
||
fiscal_period_id: selectedPeriod,
|
||
entry_date: entryDate,
|
||
description,
|
||
source_type: effectiveSourceType,
|
||
source_id: sourceId,
|
||
voucher_series: voucherSeries || 'A',
|
||
notes: notes || undefined,
|
||
lines: entryLines,
|
||
// Set only when retrying past the booking-time duplicate guard (see
|
||
// handleBookAnyway). Stripped by schemas that don't declare it, so a
|
||
// stray value never reaches the manual journal-entry endpoint.
|
||
...(forceDuplicateRef.current ?? {}),
|
||
// Fields only the caller's endpoint knows about. Same safety as above:
|
||
// a schema that does not declare a key strips it, so this cannot leak
|
||
// into the manual journal-entry route.
|
||
...(extraBody ?? {}),
|
||
}),
|
||
})
|
||
return (await throwOnStructuredError(res)) as { data?: { id?: string; voucher_series?: string; voucher_number?: number }; journal_entry_id?: string }
|
||
}, [lines, rate, entryCurrency, computedForeignAmount, t, submitUrl, editEntryId, selectedPeriod, entryDate, description, effectiveSourceType, sourceId, voucherSeries, notes, extraBody])
|
||
|
||
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
|
||
useSubmitWithAccountActivation(postJournalEntry)
|
||
|
||
// Attach the uploaded underlag to the entry that was just written. BFL 5 kap
|
||
// 7 § requires the verifikation to reference its underlag and BFL 7 kap
|
||
// requires that underlag to be archived with it, but the entry is already
|
||
// committed when this runs: a failed link cannot be rolled back, only
|
||
// reported. Files that did not attach are KEPT in the upload zone (clearing
|
||
// them would erase the user's only pointer to the underlag they believed
|
||
// was filed); the ones that attached are dropped.
|
||
const linkUploadedDocuments = async (
|
||
journalEntryId: string | undefined,
|
||
): Promise<DocumentLinkFailure[]> => {
|
||
const targets = uploadedFiles
|
||
.filter((f) => f.status === 'uploaded' && f.id)
|
||
.map((f) => ({ documentId: f.id as string, fileName: f.fileName }))
|
||
if (targets.length === 0) {
|
||
setUploadedFiles([])
|
||
return []
|
||
}
|
||
if (!journalEntryId) {
|
||
// No id came back, so there is nothing to link to: report it as a
|
||
// failure rather than clearing the files behind a success toast.
|
||
return targets.map((target) => ({
|
||
documentId: target.documentId,
|
||
fileName: target.fileName ?? null,
|
||
status: 0,
|
||
code: null,
|
||
reason: null,
|
||
}))
|
||
}
|
||
const { failed } = await linkDocuments(targets, journalEntryId)
|
||
if (failed.length === 0) {
|
||
setUploadedFiles([])
|
||
return []
|
||
}
|
||
const failedIds = new Set(failed.map((f) => f.documentId))
|
||
setUploadedFiles((prev) => prev.filter((f) => f.id != null && failedIds.has(f.id)))
|
||
return failed
|
||
}
|
||
|
||
const handleConfirm = async () => {
|
||
setIsSubmitting(true)
|
||
saveAsDraftRef.current = false
|
||
try {
|
||
const result = await runSubmit()
|
||
|
||
const journalEntryId = result.data?.id ?? result.journal_entry_id
|
||
const voucher = formatVoucher(result.data ?? {})
|
||
const linkFailures = await linkUploadedDocuments(journalEntryId)
|
||
|
||
if (linkFailures.length > 0) {
|
||
// The verifikat exists but its underlag does not: say exactly that.
|
||
// Never the plain "Verifikation skapad", which would leave the user
|
||
// believing the receipt is on the books.
|
||
toast({
|
||
title: t('toast_created_missing_docs_title'),
|
||
description: t('toast_created_missing_docs_description', {
|
||
voucher,
|
||
count: linkFailures.length,
|
||
files: formatFailedDocumentNames(linkFailures),
|
||
}),
|
||
variant: 'destructive',
|
||
action: journalEntryId ? (
|
||
<ToastAction
|
||
altText={t('toast_open_entry')}
|
||
onClick={() => router.push(`/bookkeeping/${journalEntryId}`)}
|
||
>
|
||
{t('toast_open_entry')}
|
||
</ToastAction>
|
||
) : undefined,
|
||
})
|
||
} else {
|
||
toast({
|
||
title: t('toast_created_title'),
|
||
description: t('toast_created_description', { voucher }),
|
||
})
|
||
}
|
||
setLastPostedMonth(entryDate.slice(0, 7))
|
||
setShowReview(false)
|
||
setDescription('')
|
||
setNotes('')
|
||
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
|
||
setHeaderDims({})
|
||
setEntryCurrency('SEK')
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
onCreated?.()
|
||
if (journalEntryId) {
|
||
onEntryCreated?.(journalEntryId)
|
||
}
|
||
} catch (err) {
|
||
if (err instanceof Error && err.message === 'cancelled') {
|
||
// User dismissed the activation dialog: no toast needed
|
||
} else {
|
||
const anyErr = err as {
|
||
body?: { error?: { code?: string; details?: { candidate?: BookedDuplicateCandidate } } }
|
||
status?: number
|
||
}
|
||
const candidate = anyErr.body?.error?.details?.candidate
|
||
if (anyErr.body?.error?.code === 'TRANSACTION_BOOK_POSSIBLE_DUPLICATE' && candidate) {
|
||
// Soft duplicate guard fired: don't dead-end on a toast that merely
|
||
// says "book anyway". Open the dialog so the user can review the
|
||
// existing verifikat or confirm. handleBookAnyway re-submits with
|
||
// force bound to this candidate.
|
||
setDuplicateCandidate(candidate)
|
||
} else {
|
||
toast({
|
||
title: t('toast_create_failed'),
|
||
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
}
|
||
} finally {
|
||
setIsSubmitting(false)
|
||
}
|
||
}
|
||
|
||
// Retry the booking past the duplicate guard. force is bound to the reviewed
|
||
// candidate via the ref; cleared afterwards so a later normal submit can't
|
||
// inherit it. handleConfirm runs its full success path (toast, reset,
|
||
// onEntryCreated) exactly as a first-try booking would.
|
||
const handleBookAnyway = async () => {
|
||
const candidate = duplicateCandidate
|
||
if (!candidate) return
|
||
forceDuplicateRef.current = {
|
||
force: true,
|
||
// Bind on the voucher id: present on both a sibling-transaction candidate
|
||
// and a ledger-only voucher candidate (which has no transaction_id).
|
||
expected_duplicate_journal_entry_id: candidate.journal_entry_id,
|
||
}
|
||
setDuplicateCandidate(null)
|
||
try {
|
||
await handleConfirm()
|
||
} finally {
|
||
forceDuplicateRef.current = null
|
||
}
|
||
}
|
||
|
||
const handleSaveDraft = async () => {
|
||
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
|
||
setIsSavingDraft(true)
|
||
saveAsDraftRef.current = true
|
||
try {
|
||
const result = await runSubmit()
|
||
|
||
const journalEntryId = result.data?.id ?? result.journal_entry_id
|
||
const linkFailures = await linkUploadedDocuments(journalEntryId)
|
||
|
||
if (linkFailures.length > 0) {
|
||
// Same rule as the posted path: the draft was saved, the underlag was
|
||
// not attached, and the user is told which files are missing.
|
||
toast({
|
||
title: t('toast_draft_missing_docs_title'),
|
||
description: t('toast_draft_missing_docs_description', {
|
||
count: linkFailures.length,
|
||
files: formatFailedDocumentNames(linkFailures),
|
||
}),
|
||
variant: 'destructive',
|
||
action: journalEntryId ? (
|
||
<ToastAction
|
||
altText={t('toast_open_entry')}
|
||
onClick={() => router.push(`/bookkeeping/${journalEntryId}`)}
|
||
>
|
||
{t('toast_open_entry')}
|
||
</ToastAction>
|
||
) : undefined,
|
||
})
|
||
} else {
|
||
toast({
|
||
title: t('toast_draft_saved_title'),
|
||
description: t('toast_draft_saved_description'),
|
||
})
|
||
}
|
||
setDescription('')
|
||
setNotes('')
|
||
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
|
||
setHeaderDims({})
|
||
setEntryCurrency('SEK')
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
onCreated?.()
|
||
if (journalEntryId) {
|
||
onEntryCreated?.(journalEntryId)
|
||
}
|
||
} catch (err) {
|
||
if (err instanceof Error && err.message === 'cancelled') {
|
||
// Activation dialog dismissed: silent
|
||
} else {
|
||
const anyErr = err as { body?: unknown; status?: number }
|
||
toast({
|
||
title: t('toast_save_draft_failed'),
|
||
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
} finally {
|
||
saveAsDraftRef.current = false
|
||
setIsSavingDraft(false)
|
||
}
|
||
}
|
||
|
||
// Edit an existing draft: PATCH in place (postJournalEntry routes to the
|
||
// editEntryId URL) and keep it a draft. No field reset: the host dialog
|
||
// closes on success via onUpdated.
|
||
const handleSaveEdit = async () => {
|
||
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
|
||
setIsSavingDraft(true)
|
||
try {
|
||
await runSubmit()
|
||
toast({
|
||
title: t('toast_updated_title'),
|
||
description: t('toast_updated_description'),
|
||
})
|
||
onUpdated?.()
|
||
} catch (err) {
|
||
if (err instanceof Error && err.message === 'cancelled') {
|
||
// Activation dialog dismissed: silent
|
||
} else {
|
||
const anyErr = err as { body?: unknown; status?: number }
|
||
toast({
|
||
title: t('toast_update_failed'),
|
||
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
} finally {
|
||
setIsSavingDraft(false)
|
||
}
|
||
}
|
||
|
||
// Inline review for the modal (bare): swap the form body to a read-only
|
||
// summary instead of stacking a second dialog over the form dialog. The
|
||
// no-underlag caveat folds in here so there's a single confirm step.
|
||
const reviewPanel = (
|
||
<div
|
||
className="space-y-4"
|
||
// The host dialog swallows Escape (accidental-close guard), so Escape
|
||
// here is free to mean "back to the form": keyboard mirror of ←.
|
||
onKeyDown={(e) => {
|
||
if (e.key === 'Escape' && !isSubmitting) {
|
||
e.stopPropagation()
|
||
setShowReview(false)
|
||
}
|
||
}}
|
||
>
|
||
<div className="flex items-center justify-between gap-2">
|
||
<button
|
||
type="button"
|
||
onClick={() => setShowReview(false)}
|
||
className="text-sm text-muted-foreground hover:text-foreground transition-colors"
|
||
>
|
||
← {t('review_back')}
|
||
</button>
|
||
<span className="font-display text-lg">
|
||
{nextVoucherNumber != null
|
||
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
|
||
: t('review_title')}
|
||
</span>
|
||
</div>
|
||
|
||
{(monthChanged || selectedPeriodLocked) && (
|
||
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
|
||
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
|
||
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
|
||
{monthChanged && (
|
||
<p className="font-medium">
|
||
{t('review_month_changed', { prev: monthLabel(lastPostedMonth as string), current: monthLabel(entryMonth) })}
|
||
</p>
|
||
)}
|
||
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
|
||
</div>
|
||
</div>
|
||
)}
|
||
|
||
{uploadedFiles.filter((f) => f.status === 'uploaded').length === 0 && (
|
||
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3 text-sm text-warning-foreground">
|
||
<AlertTriangle className="h-5 w-5 mt-0.5 shrink-0" />
|
||
<p>{t('no_doc_body')}</p>
|
||
</div>
|
||
)}
|
||
|
||
<JournalEntryReviewContent
|
||
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
|
||
entryDate={entryDate}
|
||
description={description}
|
||
notes={notes || undefined}
|
||
voucherSeries={voucherSeries}
|
||
lines={lines}
|
||
totalDebit={totalDebit}
|
||
totalCredit={totalCredit}
|
||
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
|
||
showBalanceBadge
|
||
hideDate={false}
|
||
/>
|
||
|
||
<div className="flex justify-end gap-2 pt-2 border-t">
|
||
<Button variant="outline" onClick={() => setShowReview(false)} disabled={isSubmitting}>
|
||
{t('review_back')}
|
||
</Button>
|
||
<Button ref={bareConfirmRef} onClick={handleConfirm} disabled={isSubmitting}>
|
||
{isSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||
{/* No underlag attached → explicit acknowledgement, equivalent to the
|
||
blocking "Bokför utan underlag" dialog in the non-bare flow (BFL
|
||
5 kap 6-7 §§). With a document it's the normal create label. */}
|
||
{uploadedFiles.some((f) => f.status === 'uploaded')
|
||
? t('review_confirm')
|
||
: t('no_doc_confirm')}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
)
|
||
|
||
const formContent = (
|
||
<div className="space-y-4" onKeyDown={handleFormKeyDown}>
|
||
{bare && showReview ? reviewPanel : (
|
||
<>
|
||
{/* Verifikat metadata: compact bar on top (Fortnox-style). Date, series
|
||
and period are pre-filled; the period derives from the date. The
|
||
konteringsrader below are the focus. */}
|
||
<div className="rounded-lg border bg-muted/20 p-3 space-y-3">
|
||
<div className="grid gap-3 grid-cols-1 sm:grid-cols-[1fr_2fr_auto]">
|
||
{!(embedded && initialDate) && (
|
||
<div>
|
||
<Label className="text-xs text-muted-foreground">{t('date')}</Label>
|
||
<Input
|
||
type="date"
|
||
value={entryDate}
|
||
onChange={(e) => setEntryDate(e.target.value)}
|
||
className="mt-1 h-8"
|
||
/>
|
||
</div>
|
||
)}
|
||
<div>
|
||
<Label className="text-xs text-muted-foreground">{t('description')}</Label>
|
||
<Input
|
||
value={description}
|
||
onChange={(e) => setDescription(e.target.value)}
|
||
onKeyDown={handleHeaderDescKeyDown}
|
||
placeholder={t('description_placeholder')}
|
||
className="mt-1 h-8"
|
||
/>
|
||
</div>
|
||
{!embedded && (
|
||
<div className="w-16">
|
||
<Label className="text-xs text-muted-foreground">{t('series')}</Label>
|
||
<Input
|
||
value={voucherSeries}
|
||
onChange={(e) => {
|
||
const v = e.target.value.toUpperCase().replace(/[^A-Z]/g, '').slice(-1)
|
||
setVoucherSeries(v)
|
||
}}
|
||
onFocus={(e) => {
|
||
const target = e.target
|
||
setTimeout(() => target.select(), 0)
|
||
}}
|
||
onBlur={() => {
|
||
if (!voucherSeries) setVoucherSeries('A')
|
||
}}
|
||
className="mt-1 h-8 text-center font-mono"
|
||
maxLength={1}
|
||
/>
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
<div className="flex flex-wrap items-center gap-x-4 gap-y-2 text-xs">
|
||
{/* The period is a total function of the entry date (Swedish fiscal
|
||
periods never overlap), so it renders as derived text in both
|
||
variants. The embedded Select this replaces allowed hand-picking
|
||
a period that disagreed with the date, which only the DB period
|
||
trigger would catch. */}
|
||
{selectedPeriodObj && (
|
||
<span className="text-muted-foreground">
|
||
{t('fiscal_year')}:{' '}
|
||
<span className="text-foreground">{selectedPeriodObj.name}</span>
|
||
{nextVoucherNumber != null && (
|
||
<span className="ml-2 font-mono text-foreground">
|
||
{voucherSeries}{nextVoucherNumber}
|
||
</span>
|
||
)}
|
||
</span>
|
||
)}
|
||
<div className="flex items-center gap-2">
|
||
<Label className="text-xs text-muted-foreground">{t('currency')}</Label>
|
||
<Select value={entryCurrency} onValueChange={(v) => {
|
||
setEntryCurrency(v as Currency)
|
||
if (v === 'SEK') {
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
}
|
||
}}>
|
||
<SelectTrigger className="h-7 w-20 text-xs">
|
||
<SelectValue />
|
||
</SelectTrigger>
|
||
<SelectContent>
|
||
{CURRENCIES.map((c) => (
|
||
<SelectItem key={c.value} value={c.value}>{c.label}</SelectItem>
|
||
))}
|
||
</SelectContent>
|
||
</Select>
|
||
</div>
|
||
{!embedded && !showNotes && !notes && (
|
||
<button
|
||
type="button"
|
||
onClick={() => setShowNotes(true)}
|
||
className="text-muted-foreground hover:text-foreground transition-colors"
|
||
>
|
||
+ {t('internal_note')}
|
||
</button>
|
||
)}
|
||
{dimensionsEnabled && !showDims && (
|
||
<button
|
||
type="button"
|
||
onClick={() => setShowDims(true)}
|
||
className="text-muted-foreground hover:text-foreground transition-colors"
|
||
>
|
||
+ {t('add_dimensions')}
|
||
</button>
|
||
)}
|
||
</div>
|
||
|
||
{isForeign && (
|
||
<div className="flex flex-wrap items-end gap-3">
|
||
<div className="w-40">
|
||
<Label className="text-xs text-muted-foreground">
|
||
{t('exchange_rate_label', { currency: entryCurrency })}
|
||
</Label>
|
||
<div className="relative mt-1">
|
||
<Input
|
||
type="number"
|
||
value={exchangeRate}
|
||
onChange={(e) => setExchangeRate(e.target.value)}
|
||
placeholder="0,0000"
|
||
className="h-8 pr-8"
|
||
step="0.0001"
|
||
min="0"
|
||
/>
|
||
{isFetchingRate && (
|
||
<Loader2 className="absolute right-2 top-1.5 h-4 w-4 animate-spin text-muted-foreground" />
|
||
)}
|
||
</div>
|
||
</div>
|
||
<div className="w-40">
|
||
<Label className="text-xs text-muted-foreground">
|
||
{t('amount_in_currency_label', { currency: entryCurrency })}
|
||
</Label>
|
||
<Input
|
||
type="number"
|
||
value={foreignAmount || (computedForeignAmount > 0 && !parsedForeignInput ? computedForeignAmount.toFixed(2) : '')}
|
||
onChange={(e) => setForeignAmount(e.target.value)}
|
||
placeholder="0,00"
|
||
className="mt-1 h-8"
|
||
step="0.01"
|
||
min="0"
|
||
/>
|
||
</div>
|
||
{rate > 0 && computedForeignAmount > 0 && (
|
||
<p className="text-xs text-muted-foreground pb-1">
|
||
{computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} {entryCurrency} × {rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 })} = {computedSekAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
|
||
</p>
|
||
)}
|
||
</div>
|
||
)}
|
||
|
||
{!embedded && (showNotes || notes) && (
|
||
<div>
|
||
<Label className="text-xs text-muted-foreground">
|
||
{t('internal_note')}{' '}
|
||
<span className="font-normal">{t('internal_note_optional')}</span>
|
||
</Label>
|
||
<Textarea
|
||
value={notes}
|
||
onChange={(e) => setNotes(e.target.value)}
|
||
placeholder={t('internal_note_placeholder')}
|
||
className="mt-1 resize-none"
|
||
rows={2}
|
||
maxLength={2000}
|
||
/>
|
||
</div>
|
||
)}
|
||
|
||
{/* Header default dims: writes through to all rows without a per-row
|
||
override (see setHeaderDimension for the inheritance rule). */}
|
||
{dimensionsEnabled && showDims && (
|
||
<div className="max-w-md space-y-1">
|
||
<LineDimensionFields
|
||
dimensions={headerDims}
|
||
onChange={setHeaderDimension}
|
||
inputClassName="h-8"
|
||
/>
|
||
<p className="text-xs text-muted-foreground">{t('dimensions_apply_all_hint')}</p>
|
||
</div>
|
||
)}
|
||
|
||
{periodMismatch === 'no_period' && (
|
||
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
|
||
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
|
||
<div className="flex-1 text-sm text-warning-foreground">
|
||
<p className="font-medium">{t('no_period_warning', { date: entryDate })}</p>
|
||
<p className="mt-0.5">{t('no_period_help')}</p>
|
||
</div>
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={() => setShowCreatePeriod(true)}
|
||
className="shrink-0"
|
||
>
|
||
<CalendarPlus className="h-3.5 w-3.5 mr-1.5" />
|
||
{t('create_period')}
|
||
</Button>
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
{/* Entry lines: mobile cards */}
|
||
<div className="sm:hidden space-y-3">
|
||
{lines.map((line, index) => (
|
||
<div key={index} className="rounded-lg border bg-card p-3 space-y-2">
|
||
<div className="flex items-start gap-2">
|
||
<div className="flex-1">
|
||
<AccountCombobox
|
||
value={line.account_number}
|
||
accounts={accounts}
|
||
catalog={catalog}
|
||
notActivatedLabel={t('account_not_activated')}
|
||
onChange={(num) => updateLine(index, 'account_number', num)}
|
||
onCommit={() => focusDebit(index)}
|
||
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
|
||
inputRef={(el) => { mobileAccountRefs.current[index] = el }}
|
||
/>
|
||
</div>
|
||
<Button
|
||
variant="ghost"
|
||
size="sm"
|
||
onClick={() => removeLine(index)}
|
||
disabled={lines.length <= 2}
|
||
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px] shrink-0 -mr-1 -mt-1"
|
||
>
|
||
<Trash2 className="h-3.5 w-3.5" />
|
||
</Button>
|
||
</div>
|
||
<Input
|
||
value={line.line_description}
|
||
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
|
||
onKeyDown={handleLineDescKeyDown(index)}
|
||
placeholder={t('line_description_placeholder')}
|
||
/>
|
||
<div className="grid grid-cols-2 gap-2">
|
||
<div className="space-y-1">
|
||
<Label className="text-xs text-muted-foreground">{t('col_debit')}</Label>
|
||
<Input
|
||
ref={(el) => { mobileDebitRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.debit_amount}
|
||
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'debit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'debit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</div>
|
||
<div className="space-y-1">
|
||
<Label className="text-xs text-muted-foreground">{t('col_credit')}</Label>
|
||
<Input
|
||
ref={(el) => { mobileCreditRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.credit_amount}
|
||
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'credit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'credit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</div>
|
||
</div>
|
||
{dimensionsEnabled && (
|
||
<LineDimensionFields
|
||
dimensions={line.dimensions}
|
||
onChange={(dimNo, code) => updateLineDimension(index, dimNo, code)}
|
||
/>
|
||
)}
|
||
{/^\d{4}$/.test(line.account_number) && (
|
||
<div className="flex justify-end text-xs text-muted-foreground tabular-nums pt-0.5">
|
||
{accountBalances[line.account_number] === null || accountBalances[line.account_number] === undefined ? (
|
||
<Skeleton className="h-3 w-20" />
|
||
) : (
|
||
(() => {
|
||
const bal = accountBalances[line.account_number] as number
|
||
const delta = draftDeltas[line.account_number]
|
||
if (!delta) {
|
||
return (
|
||
<span>
|
||
{t('saldo_label')} {formatCurrency(bal)}
|
||
</span>
|
||
)
|
||
}
|
||
const after = roundOre(bal + delta)
|
||
return (
|
||
<span>
|
||
{t('saldo_label')} {formatCurrency(bal)}{' '}
|
||
<span className="text-foreground">→ {formatCurrency(after)}</span>
|
||
</span>
|
||
)
|
||
})()
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
))}
|
||
|
||
{/* Mobile totals */}
|
||
<div className="flex justify-between items-center px-1 pt-2 font-semibold text-sm">
|
||
<span>{t('sum')}</span>
|
||
<div className="flex gap-4">
|
||
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
|
||
{t('sum_d', { amount: totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
|
||
</span>
|
||
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
|
||
{t('sum_k', { amount: totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
|
||
</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div className="flex gap-2">
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={addLine}
|
||
className="flex-1"
|
||
>
|
||
<Plus className="h-3 w-3 mr-1" />
|
||
{t('add_line')}
|
||
</Button>
|
||
<BookingTemplatePicker
|
||
onApply={handleTemplateApply}
|
||
entityType={company?.entity_type}
|
||
/>
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={() => setShowSaveTemplate(true)}
|
||
disabled={derivedTemplateLines.length < 2}
|
||
title={derivedTemplateLines.length < 2 ? t('save_template_disabled_hint') : undefined}
|
||
>
|
||
<BookmarkPlus className="h-3 w-3 mr-1" />
|
||
{t('save_as_template')}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
|
||
{/* Entry lines: desktop table */}
|
||
<div className="hidden sm:block">
|
||
<table className="w-full text-sm">
|
||
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
|
||
<tr className="border-b text-left">
|
||
<th className="py-2 w-28">{t('col_account')}</th>
|
||
<th className="py-2 px-1">{t('col_description')}</th>
|
||
<th className="py-2 w-32 px-1 text-right">{t('col_debit')}</th>
|
||
<th className="py-2 w-32 px-1 text-right">{t('col_credit')}</th>
|
||
<th className="py-2 w-28 px-1 text-right">{t('col_saldo')}</th>
|
||
<th className="py-2 w-10"></th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
{lines.map((line, index) => (
|
||
<tr key={index} className="border-b">
|
||
<td className="py-1.5">
|
||
<AccountCombobox
|
||
value={line.account_number}
|
||
accounts={accounts}
|
||
catalog={catalog}
|
||
notActivatedLabel={t('account_not_activated')}
|
||
onChange={(num) => updateLine(index, 'account_number', num)}
|
||
onCommit={() => focusDebit(index)}
|
||
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
|
||
inputRef={(el) => { desktopAccountRefs.current[index] = el }}
|
||
className="h-8"
|
||
/>
|
||
</td>
|
||
<td className="py-1.5 px-1">
|
||
<Input
|
||
value={line.line_description}
|
||
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
|
||
onKeyDown={handleLineDescKeyDown(index)}
|
||
placeholder={t('line_description_placeholder')}
|
||
className="h-8"
|
||
/>
|
||
{line.dimensions &&
|
||
Object.keys(line.dimensions).length > 0 &&
|
||
(line.account_number || line.debit_amount || line.credit_amount) && (
|
||
<Badge variant="outline" className="mt-1 font-mono text-[11px] font-normal">
|
||
{compactDims(line.dimensions)}
|
||
</Badge>
|
||
)}
|
||
</td>
|
||
<td className="py-1.5 px-1">
|
||
<Input
|
||
ref={(el) => { desktopDebitRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.debit_amount}
|
||
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'debit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'debit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right h-8"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</td>
|
||
<td className="py-1.5 px-1">
|
||
<Input
|
||
ref={(el) => { desktopCreditRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.credit_amount}
|
||
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'credit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'credit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right h-8"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</td>
|
||
<td className="py-1.5 px-1 text-right tabular-nums text-muted-foreground">
|
||
{(() => {
|
||
if (!/^\d{4}$/.test(line.account_number)) return null
|
||
const bal = accountBalances[line.account_number]
|
||
if (bal === null || bal === undefined) {
|
||
return <Skeleton className="h-4 w-20 ml-auto" />
|
||
}
|
||
const delta = draftDeltas[line.account_number]
|
||
if (!delta) return formatCurrency(bal)
|
||
const after = roundOre(bal + delta)
|
||
return (
|
||
<span className="inline-flex flex-col items-end leading-tight">
|
||
<span className="text-[11px]">{formatCurrency(bal)}</span>
|
||
<span className="text-foreground">→ {formatCurrency(after)}</span>
|
||
</span>
|
||
)
|
||
})()}
|
||
</td>
|
||
<td className="py-1.5">
|
||
<div className="flex items-center justify-end">
|
||
{dimensionsEnabled && (
|
||
<div
|
||
className="relative"
|
||
ref={dimPopoverRow === index ? dimPopoverRef : undefined}
|
||
>
|
||
<Button
|
||
variant="ghost"
|
||
size="sm"
|
||
onClick={() => setDimPopoverRow(dimPopoverRow === index ? null : index)}
|
||
className={`h-8 w-8 p-0 min-h-[44px] min-w-[44px] ${
|
||
line.dimensions && Object.keys(line.dimensions).length > 0
|
||
? 'text-foreground'
|
||
: 'text-muted-foreground'
|
||
}`}
|
||
aria-label={t('row_dimensions_aria')}
|
||
aria-expanded={dimPopoverRow === index}
|
||
title={t('row_dimensions_aria')}
|
||
>
|
||
<Tags className="h-3.5 w-3.5" />
|
||
</Button>
|
||
{dimPopoverRow === index && (
|
||
<div
|
||
className="absolute right-0 top-full z-50 mt-1 w-64 rounded-md border bg-card p-3 shadow-md"
|
||
onKeyDown={(e) => {
|
||
// The comboboxes preventDefault their own Escape
|
||
// (closing their dropdown): only an unhandled
|
||
// Escape closes the popover.
|
||
if (e.key === 'Escape' && !e.defaultPrevented) {
|
||
e.preventDefault()
|
||
e.stopPropagation()
|
||
setDimPopoverRow(null)
|
||
}
|
||
}}
|
||
>
|
||
<LineDimensionFields
|
||
stacked
|
||
dimensions={line.dimensions}
|
||
onChange={(dimNo, code) => updateLineDimension(index, dimNo, code)}
|
||
inputClassName="h-8"
|
||
/>
|
||
</div>
|
||
)}
|
||
</div>
|
||
)}
|
||
<Button
|
||
variant="ghost"
|
||
size="sm"
|
||
onClick={() => removeLine(index)}
|
||
disabled={lines.length <= 2}
|
||
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px]"
|
||
>
|
||
<Trash2 className="h-3.5 w-3.5" />
|
||
</Button>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
))}
|
||
</tbody>
|
||
<tfoot>
|
||
<tr className="font-semibold">
|
||
<td colSpan={2} className="py-2 px-1">
|
||
{t('sum')}
|
||
</td>
|
||
<td
|
||
className={`py-2 px-1 text-right ${
|
||
isBalanced ? 'text-success' : 'text-destructive'
|
||
}`}
|
||
>
|
||
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
|
||
</td>
|
||
<td
|
||
className={`py-2 px-1 text-right ${
|
||
isBalanced ? 'text-success' : 'text-destructive'
|
||
}`}
|
||
>
|
||
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
|
||
</td>
|
||
<td></td>
|
||
<td></td>
|
||
</tr>
|
||
</tfoot>
|
||
</table>
|
||
|
||
<div className="flex gap-2 mt-2">
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={addLine}
|
||
>
|
||
<Plus className="h-3 w-3 mr-1" />
|
||
{t('add_line')}
|
||
</Button>
|
||
<BookingTemplatePicker
|
||
onApply={handleTemplateApply}
|
||
entityType={company?.entity_type}
|
||
/>
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={() => setShowSaveTemplate(true)}
|
||
disabled={derivedTemplateLines.length < 2}
|
||
title={derivedTemplateLines.length < 2 ? t('save_template_disabled_hint') : undefined}
|
||
>
|
||
<BookmarkPlus className="h-3 w-3 mr-1" />
|
||
{t('save_as_template')}
|
||
</Button>
|
||
</div>
|
||
<p className="mt-1.5 text-xs text-muted-foreground">
|
||
{t('fill_balance_hint')} {t('keyboard_hint')}
|
||
</p>
|
||
</div>
|
||
|
||
{/* Document attachments: hidden when editing a draft; underlag is
|
||
managed from the verifikat detail page (JournalEntryAttachments). */}
|
||
{!embedded && !editEntryId && (
|
||
<div>
|
||
<Label className="mb-2 block">{t('attachments_label')}</Label>
|
||
<DocumentUploadZone
|
||
files={uploadedFiles}
|
||
onFilesChange={setUploadedFiles}
|
||
/>
|
||
</div>
|
||
)}
|
||
|
||
{!isBalanced && totalDebit > 0 && (
|
||
<p className="text-sm text-destructive">
|
||
{t('difference', { amount: formatCurrency(Math.abs(totalDebit - totalCredit)) })}
|
||
</p>
|
||
)}
|
||
|
||
<div className="flex flex-col items-end gap-1">
|
||
<div className="flex gap-2">
|
||
{editEntryId ? (
|
||
<Button
|
||
onClick={handleSaveEdit}
|
||
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
|
||
title={!canWrite ? t('read_only_tooltip') : undefined}
|
||
>
|
||
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||
{t('save_edit')}
|
||
</Button>
|
||
) : (
|
||
<>
|
||
{!embedded && (
|
||
<Button
|
||
variant="ghost"
|
||
onClick={() => setShowClearConfirm(true)}
|
||
disabled={!hasContent || isSubmitting || isSavingDraft}
|
||
title={t('clear_all_tooltip')}
|
||
>
|
||
<Eraser className="mr-2 h-4 w-4" />
|
||
{t('clear_all')}
|
||
</Button>
|
||
)}
|
||
{/* Draft-saving rides on ?as_draft=true, which only the standard
|
||
journal-entries endpoint honors. A custom submitUrl (e.g. the
|
||
bank-transaction /book route) ignores the flag and commits a
|
||
numbered voucher, so the draft button must not render there. */}
|
||
{!submitUrl && (
|
||
<Button
|
||
variant="outline"
|
||
onClick={handleSaveDraft}
|
||
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
|
||
title={!canWrite ? t('read_only_tooltip') : t('save_draft_tooltip')}
|
||
>
|
||
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||
{t('save_draft')}
|
||
</Button>
|
||
)}
|
||
<Button
|
||
onClick={handleReview}
|
||
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
|
||
title={!canWrite ? t('read_only_tooltip') : undefined}
|
||
>
|
||
{!canWrite && <Lock className="mr-2 h-4 w-4" />}
|
||
{t('review_and_create')}
|
||
</Button>
|
||
</>
|
||
)}
|
||
</div>
|
||
{(!description || !selectedPeriod || isUploading || periodMismatch || incompleteLineCount > 0 || (!isBalanced && submittableLines.length < 2)) && (
|
||
<div className="text-xs text-muted-foreground space-y-0.5 text-right">
|
||
{!description && <p>{t('validation_description')}</p>}
|
||
{!selectedPeriod && <p>{t('validation_period')}</p>}
|
||
{periodMismatch === 'no_period' && <p>{t('validation_no_matching_period')}</p>}
|
||
{isUploading && <p>{t('validation_uploading')}</p>}
|
||
{incompleteLineCount > 0 && (
|
||
<p>{t('validation_incomplete_lines')}</p>
|
||
)}
|
||
{submittableLines.length < 2 && incompleteLineCount === 0 && (
|
||
<p>{t('validation_min_lines')}</p>
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
</>
|
||
)}
|
||
|
||
{/* Save the current kontering as a reusable template. Amounts are stored
|
||
as ratios of the total, so the user picks a fresh amount when applying
|
||
the mall later. The shared TemplateForm re-seeds from the derived lines
|
||
each time the dialog opens (Radix unmounts its content when closed). */}
|
||
<Dialog open={showSaveTemplate} onOpenChange={setShowSaveTemplate}>
|
||
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
|
||
<DialogHeader>
|
||
<DialogTitle>{t('save_template_dialog_title')}</DialogTitle>
|
||
<DialogDescription>{t('save_template_dialog_description')}</DialogDescription>
|
||
</DialogHeader>
|
||
{showSaveTemplate && (
|
||
<TemplateForm
|
||
mode="create"
|
||
entityLabels={{
|
||
all: tTpl('entity_all'),
|
||
enskild_firma: tTpl('entity_enskild_firma'),
|
||
aktiebolag: tTpl('entity_aktiebolag'),
|
||
}}
|
||
initialTemplate={{
|
||
id: '',
|
||
company_id: null,
|
||
team_id: null,
|
||
created_by: null,
|
||
name: description.trim(),
|
||
description: '',
|
||
category: 'other',
|
||
entity_type: company?.entity_type ?? 'all',
|
||
lines: derivedTemplateLines,
|
||
is_system: false,
|
||
is_active: true,
|
||
created_at: '',
|
||
updated_at: '',
|
||
} satisfies BookingTemplateLibrary}
|
||
onSaved={() => setShowSaveTemplate(false)}
|
||
/>
|
||
)}
|
||
</DialogContent>
|
||
</Dialog>
|
||
|
||
<ActivateAccountsDialog
|
||
open={activationDialog.open}
|
||
accountNumbers={activationDialog.accountNumbers}
|
||
onConfirm={confirmActivation}
|
||
onCancel={cancelActivation}
|
||
onCreateUnknown={(num) => {
|
||
cancelActivation()
|
||
const lineIndex = lines.findIndex((l) => l.account_number === num)
|
||
setCreatingAccountForLine(lineIndex >= 0 ? lineIndex : null)
|
||
setCreateAccountPrefill(num)
|
||
}}
|
||
/>
|
||
|
||
<AddAccountDialog
|
||
open={creatingAccountForLine != null}
|
||
onOpenChange={(next) => {
|
||
if (!next) {
|
||
setCreatingAccountForLine(null)
|
||
setCreateAccountPrefill('')
|
||
}
|
||
}}
|
||
{...splitCreateAccountPrefill(createAccountPrefill)}
|
||
onCreated={handleAccountCreated}
|
||
/>
|
||
|
||
<ConfirmationDialog
|
||
open={showReview && !bare}
|
||
onOpenChange={setShowReview}
|
||
onConfirm={handleConfirm}
|
||
isSubmitting={isSubmitting}
|
||
autoFocusConfirm
|
||
title={
|
||
!embedded && nextVoucherNumber != null
|
||
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
|
||
: t('review_title')
|
||
}
|
||
warningText={embedded ? '' : t('review_warning')}
|
||
>
|
||
{(monthChanged || selectedPeriodLocked) && (
|
||
<div className="mb-4 flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
|
||
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
|
||
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
|
||
{monthChanged && (
|
||
<p className="font-medium">
|
||
{t('review_month_changed', {
|
||
prev: monthLabel(lastPostedMonth as string),
|
||
current: monthLabel(entryMonth),
|
||
})}
|
||
</p>
|
||
)}
|
||
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
|
||
</div>
|
||
</div>
|
||
)}
|
||
<JournalEntryReviewContent
|
||
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
|
||
entryDate={entryDate}
|
||
description={description}
|
||
notes={notes || undefined}
|
||
voucherSeries={!embedded ? voucherSeries : undefined}
|
||
lines={lines}
|
||
totalDebit={totalDebit}
|
||
totalCredit={totalCredit}
|
||
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
|
||
showBalanceBadge={!embedded}
|
||
hideDate={!!embedded}
|
||
/>
|
||
</ConfirmationDialog>
|
||
|
||
{/* Warning dialog when no documents attached */}
|
||
<ConfirmationDialog
|
||
open={showNoDocWarning && !bare}
|
||
onOpenChange={setShowNoDocWarning}
|
||
onConfirm={() => {
|
||
setShowNoDocWarning(false)
|
||
setShowReview(true)
|
||
}}
|
||
isSubmitting={false}
|
||
autoFocusConfirm
|
||
title={t('no_doc_dialog_title')}
|
||
warningText={t('no_doc_dialog_warning')}
|
||
confirmLabel={t('no_doc_confirm')}
|
||
>
|
||
<div className="text-sm text-muted-foreground">
|
||
{t('no_doc_body')}
|
||
</div>
|
||
</ConfirmationDialog>
|
||
|
||
<CreatePeriodDialog
|
||
open={showCreatePeriod}
|
||
onOpenChange={setShowCreatePeriod}
|
||
entryDate={entryDate}
|
||
periods={periods}
|
||
onCreated={fetchPeriods}
|
||
/>
|
||
|
||
{/* Clear-all confirmation */}
|
||
<Dialog open={showClearConfirm} onOpenChange={setShowClearConfirm}>
|
||
<DialogContent className="sm:max-w-md">
|
||
<DialogHeader>
|
||
<DialogTitle>{t('clear_all_confirm_title')}</DialogTitle>
|
||
<DialogDescription>{t('clear_all_confirm_body')}</DialogDescription>
|
||
</DialogHeader>
|
||
<DialogFooter>
|
||
<Button variant="outline" onClick={() => setShowClearConfirm(false)}>
|
||
{t('clear_all_cancel')}
|
||
</Button>
|
||
<Button
|
||
variant="destructive"
|
||
onClick={() => {
|
||
handleClearAll()
|
||
setShowClearConfirm(false)
|
||
}}
|
||
>
|
||
<Eraser className="mr-2 h-4 w-4" />
|
||
{t('clear_all_confirm')}
|
||
</Button>
|
||
</DialogFooter>
|
||
</DialogContent>
|
||
</Dialog>
|
||
|
||
<DuplicateBookingDialog
|
||
candidate={duplicateCandidate}
|
||
processing={isSubmitting}
|
||
onCancel={() => setDuplicateCandidate(null)}
|
||
onBookAnyway={handleBookAnyway}
|
||
matchTransaction={duplicateMatchTransaction ?? null}
|
||
onMatched={
|
||
onDuplicateMatched
|
||
? (_transactionId, journalEntryId) => {
|
||
setDuplicateCandidate(null)
|
||
onDuplicateMatched(journalEntryId)
|
||
}
|
||
: undefined
|
||
}
|
||
/>
|
||
</div>
|
||
)
|
||
|
||
if (embedded || bare) {
|
||
return formContent
|
||
}
|
||
|
||
return (
|
||
<Card>
|
||
<CardHeader>
|
||
<CardTitle>{t('card_title')}</CardTitle>
|
||
</CardHeader>
|
||
<CardContent>
|
||
{formContent}
|
||
</CardContent>
|
||
</Card>
|
||
)
|
||
}
|