* feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side The dashboard "Verifikat utan underlag" card (and the push-notification link) pointed at /bookkeeping?missingUnderlag=true, but nothing read the param: the user landed on the plain unfiltered ledger. The existing "Visa saknade underlag" toggle also only filtered the already-fetched page, so it could not represent the badge count across pages. - lib/bookkeeping/missing-underlag.ts: shared resolver of "posted verifikat lacking underlag" (document-requiring source types, no current-version document, no anchored supplier-invoice reference per BFL 5 kap 7 §, no exemption), extracted from the bulk "Inget underlag krävs" route so list, bulk remedy and dashboard badge share one predicate. - GET /api/bookkeeping/journal-entries?missing_underlag=true: resolves the full missing set server-side, applies the active sort stack, pages it, and returns the full-set count, fetching page rows in id chunks so the "Alla" page size cannot blow the PostgREST URL limit. - JournalEntryList: the toggle is now server-backed (refetch on change, honest count in the dialog badge); client-side re-filtering against late-arriving attachment counts removed. Deep-link arrival turns the filter on and scopes the visit to all fiscal years in memory only, matching the all-years badge count without touching the saved preference. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): harden the saknade-underlag filter after skeptic review Three skeptic subagents refuted the first cut; this fixes every confirmed finding in one pass: - FyPicker: new suppressAutoRestore prop. The deep-link visit opens as "Alla räkenskapsår" in memory, and FyPicker's on-load restore of the persisted year (value === null) snapped the scope back right after load, desyncing the list from the all-years badge that launched it. Manual picks still persist as usual. - Voucher-label search: the resolver now carries the same parseVoucher OR-branch as the direct list path, so searching "A209" with the filter on finds verifikat A209 instead of silently returning 0 rows. - Staleness while the filter is on: batch exempt, the single-row "Inget underlag krävs" toggle, and a row gaining its first underlag now refetch in place so fixed rows leave the filtered list and the count stays honest (the pre-server-filter behavior). The attachment-driven refetch is guarded per entry id against predicate-disagreement loops. - Drafts view: the filter switch is disabled there; the predicate is posted-only and the badge would mislabel the draft count. - Perf: the bulk-exempt route resolves ids only, skipping the per-row total_amount computed column on its full post-import candidate scan. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): keep the underlag resolver statically checkable The skeptic-fix commit tripped the phantom-column scanner ceiling (tests/schema/no-phantom-columns.test.ts, 382 > 380): a computed select() string and a runtime-built .or() are expressions the scanner cannot resolve against the schema. Restructured instead of raising the ceiling: the idOnly/full column choice is two literal select() calls behind a lazy branch, and a voucher-label search fans out to two statically-checkable candidate queries (description ilike, series+number eq) unioned by id, same semantics as before. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
363 lines
14 KiB
TypeScript
363 lines
14 KiB
TypeScript
'use client'
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import { useState, useEffect, useMemo } from 'react'
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import dynamic from 'next/dynamic'
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import { useRouter, useSearchParams } from 'next/navigation'
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import { useTranslations } from 'next-intl'
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import JournalEntryList from '@/components/bookkeeping/JournalEntryList'
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import { StartCard } from '@/components/dashboard/StartCard'
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import { type FormLine } from '@/components/bookkeeping/JournalEntryForm'
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import type { CopyPrefill, SkvLinkPrefill } from '@/components/bookkeeping/NewJournalEntryDialog'
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import {
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buildSkvPrefillLines,
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takeSkvManualPrefill,
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type SkvManualPrefill,
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} from '@/lib/skatteverket/manual-verifikat-prefill'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { DialogLoadingSkeleton } from '@/components/ui/dialog-loading-skeleton'
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import { SplitButton } from '@/components/ui/split-button'
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import { useAgentSheet } from '@/components/agent/AgentSheetProvider'
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import { useUiState } from '@/lib/hooks/use-ui-state'
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import { resolveInitialMode } from '@/lib/ui-state/client'
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import { useToast } from '@/components/ui/use-toast'
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import { Plus, LayoutTemplate, Sparkles } from 'lucide-react'
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import { PageHeader } from '@/components/ui/page-header'
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import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
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import type { JournalEntry, JournalEntryLine } from '@/types'
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const NewJournalEntryDialog = dynamic(
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() => import('@/components/bookkeeping/NewJournalEntryDialog'),
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{ loading: DialogLoadingSkeleton },
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)
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const TemplateBookDialog = dynamic(
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() => import('@/components/bookkeeping/TemplateBookDialog'),
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{ loading: DialogLoadingSkeleton },
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)
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// SplitButton modes for "Nytt verifikat" (concept scene 9). The last-used
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// mode persists per user in ui_state.create_mode.bookkeeping.
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const CREATE_MODES = ['tomt', 'mall', 'assistent'] as const
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interface NextVoucher {
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next: number
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series: string
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}
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const UUID_RE = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i
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export default function BookkeepingPage() {
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const { toast } = useToast()
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const router = useRouter()
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const searchParams = useSearchParams()
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const copyFromId = useMemo<string | null>(() => {
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const raw = searchParams.get('copy_from')
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return raw && UUID_RE.test(raw) ? raw : null
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}, [searchParams])
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// Deep link from the dashboard "Verifikat utan underlag" card (and the
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// push-notification link): open the list with the saknade-underlag filter
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// already on. Read once on mount: the param stays in the URL (shareable),
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// and later in-page filter changes must not be fought by the URL.
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const [initialShowMissingOnly] = useState(
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() => searchParams.get('missingUnderlag') === 'true',
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)
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const [refreshKey, setRefreshKey] = useState(0)
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const [showNewEntry, setShowNewEntry] = useState(false)
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const [showTemplateDialog, setShowTemplateDialog] = useState(false)
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const [copyPrefill, setCopyPrefill] = useState<CopyPrefill | null>(null)
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const [isLoadingCopy, setIsLoadingCopy] = useState(false)
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// Set from the skattekonto deep link (skv_tx & co): prefills the Nytt
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// verifikat dialog and makes the created entry auto-link back to the row.
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const [skvLink, setSkvLink] = useState<SkvManualPrefill | null>(null)
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const [nextVoucher, setNextVoucher] = useState<NextVoucher | null>(null)
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const t = useTranslations('bookkeeping')
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const tStart = useTranslations('start_cards')
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const { openAgentSheet } = useAgentSheet()
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const { uiState, loaded: uiStateLoaded } = useUiState()
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// React to copy_from in URL: switch tab, fetch source entry, then clean URL.
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// useSearchParams keeps this reactive even when navigation happens within the
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// same route (e.g. clicking the Kopiera button in the expanded list row),
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// which a one-shot useState initializer wouldn't notice.
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/* eslint-disable react-hooks/set-state-in-effect -- URL→state sync requires sync setState */
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useEffect(() => {
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if (!copyFromId) return
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setShowNewEntry(true)
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setCopyPrefill(null)
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setIsLoadingCopy(true)
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fetch(`/api/bookkeeping/journal-entries/${copyFromId}`)
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.then((res) => res.json())
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.then(({ data, error }: { data?: JournalEntry; error?: string }) => {
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if (error || !data) {
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toast({
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title: t('copy_failed_title'),
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description: error || t('copy_source_missing'),
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variant: 'destructive',
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})
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return
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}
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const sourceLines = ((data.lines || []) as JournalEntryLine[])
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.slice()
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.sort((a, b) => a.sort_order - b.sort_order)
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const lines: FormLine[] = sourceLines.map((l) => {
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const debit = Number(l.debit_amount) || 0
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const credit = Number(l.credit_amount) || 0
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return {
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account_number: l.account_number,
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debit_amount: debit > 0 ? debit.toFixed(2) : '',
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credit_amount: credit > 0 ? credit.toFixed(2) : '',
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line_description: l.line_description || '',
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}
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})
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setCopyPrefill({
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sourceId: copyFromId,
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sourceVoucherLabel: formatVoucher(data),
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lines,
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description: data.description || '',
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notes: data.notes || '',
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})
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})
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.catch(() => {
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toast({
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title: t('copy_failed_title'),
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description: t('copy_fetch_failed'),
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variant: 'destructive',
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})
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})
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.finally(() => {
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setIsLoadingCopy(false)
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// Clear copy_from so a refresh doesn't re-trigger and so clicking the
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// same entry's Kopiera button again re-fires this effect.
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router.replace('/bookkeeping')
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})
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}, [copyFromId, toast, router])
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// React to the skattekonto deep link the same way: consume the staged
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// payload (single-use, sessionStorage; the URL carries only the opaque id),
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// open the dialog prefilled, and clean the URL so a refresh doesn't
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// re-trigger. copy_from wins if both are somehow present. A missing or
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// invalid payload (shared/stale link) degrades to the plain list.
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useEffect(() => {
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if (copyFromId) return
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const rawId = searchParams.get('skv_tx')
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if (!rawId) return
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const prefill = takeSkvManualPrefill(rawId)
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router.replace('/bookkeeping')
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if (!prefill) return
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setSkvLink(prefill)
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setCopyPrefill(null)
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setShowNewEntry(true)
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}, [searchParams, copyFromId, router])
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/* eslint-enable react-hooks/set-state-in-effect */
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const skvPrefill = useMemo<SkvLinkPrefill | null>(() => {
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if (!skvLink) return null
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return {
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transactionId: skvLink.transactionId,
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bannerLabel: [formatDate(skvLink.date), skvLink.text, formatCurrency(skvLink.amount)]
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.filter(Boolean)
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.join(' • '),
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lines: buildSkvPrefillLines(skvLink) as FormLine[],
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description: skvLink.text,
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date: skvLink.date,
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}
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}, [skvLink])
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// Link the created verifikat back to the skattekonto row. The entry exists
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// either way, so a failed link degrades to a loud toast pointing at the
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// manual "Matcha mot verifikat" path instead of silently orphaning the row.
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async function handleSkvEntryCreated(entryId: string) {
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if (!skvLink) return
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const target = skvLink
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setSkvLink(null)
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let reason = ''
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try {
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const res = await fetch(
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`/api/extensions/ext/skatteverket/skattekonto/transaktioner/${target.transactionId}/match`,
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{
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: entryId }),
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},
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)
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if (res.ok) {
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toast({
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title: t('skv_link_success_title'),
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description: t('skv_link_success_description', { text: target.text }),
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})
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return
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}
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const json: unknown = await res.json().catch(() => null)
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reason = getErrorMessage(json ?? {}, { statusCode: res.status })
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} catch (err) {
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reason = err instanceof Error ? getErrorMessage(err) : ''
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}
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toast({
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title: t('skv_link_failed_title'),
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description: [reason, t('skv_link_failed_hint')].filter(Boolean).join(' '),
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variant: 'destructive',
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})
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}
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// Fetch the next voucher number for today's fiscal period + default series.
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// Re-runs after each commit (refreshKey++) so the tab label stays current.
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useEffect(() => {
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let cancelled = false
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fetch('/api/bookkeeping/voucher-sequences/next')
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.then((r) => r.json())
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.then(({ data }) => {
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if (cancelled) return
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if (data?.next != null) {
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setNextVoucher({ next: data.next, series: data.series })
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} else {
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setNextVoucher(null)
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}
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})
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.catch(() => {
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if (!cancelled) setNextVoucher(null)
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})
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return () => {
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cancelled = true
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}
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}, [refreshKey])
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return (
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<div className="space-y-8">
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<PageHeader
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title={t('title')}
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action={
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<SplitButton
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// Remount once ui_state loads so the primary face re-resolves
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// to the persisted last-used mode.
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key={uiStateLoaded ? 'loaded' : 'initial'}
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persistKey="bookkeeping"
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initialModeKey={resolveInitialMode(uiState, 'bookkeeping', CREATE_MODES, 'tomt')}
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options={[
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{
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key: 'tomt',
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label: nextVoucher
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? `${t('create_tomt')} (${nextVoucher.series}${nextVoucher.next})`
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: t('create_tomt'),
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icon: Plus,
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description: t('create_tomt_desc'),
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onSelect: () => {
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setCopyPrefill(null)
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setSkvLink(null)
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setShowNewEntry(true)
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},
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},
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{
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key: 'mall',
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label: t('create_mall'),
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icon: LayoutTemplate,
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description: t('create_mall_desc'),
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onSelect: () => setShowTemplateDialog(true),
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},
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{
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key: 'assistent',
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label: t('create_with_assistant'),
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icon: Sparkles,
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description: t('create_assistent_desc'),
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onSelect: () =>
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openAgentSheet({
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intentId: 'verifikation.draft',
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contextRef: 'verifikation:new',
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}),
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},
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]}
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/>
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}
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/>
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{/* refreshToken, NOT key: a created verifikat refreshes the list in
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place (dim + refetch) instead of remounting it into a spinner and
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losing expansion/selection/scroll. */}
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<JournalEntryList
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refreshToken={refreshKey}
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initialShowMissingOnly={initialShowMissingOnly}
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pristineSlot={
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<div className="animate-fade-in space-y-4">
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<StartCard
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card="ledger"
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layout="bleed-left"
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title={tStart('bookkeeping_title')}
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body={tStart('bookkeeping_body')}
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primary={{ label: tStart('bookkeeping_primary'), href: '/import?mode=migration' }}
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secondary={{ label: tStart('bookkeeping_secondary'), href: '/import?mode=sie' }}
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/>
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{/* The split button's three create modes, laid out as cards so the
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pristine page shows what the ledger can do instead of a bare table. */}
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<div className="grid gap-4 sm:grid-cols-3">
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{(
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[
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['mall', () => setShowTemplateDialog(true)],
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[
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'assistent',
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() => openAgentSheet({ intentId: 'verifikation.draft', contextRef: 'verifikation:new' }),
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],
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[
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'tomt',
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() => {
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setCopyPrefill(null)
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setSkvLink(null)
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setShowNewEntry(true)
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},
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],
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] as const
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).map(([mode, onClick]) => (
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<button
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key={mode}
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type="button"
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onClick={onClick}
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className="rounded-lg border border-border bg-background p-4 text-left transition-colors duration-150 hover:bg-secondary/35 active:bg-secondary/35 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
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>
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<div className="text-[13px] font-medium">{tStart(`bookkeeping_mini_${mode}_title`)}</div>
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<p className="mt-1 text-xs leading-relaxed text-muted-foreground">
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{tStart(`bookkeeping_mini_${mode}_body`)}
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</p>
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</button>
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))}
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</div>
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</div>
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}
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/>
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{showTemplateDialog && (
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<TemplateBookDialog
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open
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onOpenChange={setShowTemplateDialog}
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onCreated={() => setRefreshKey((k) => k + 1)}
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/>
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)}
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{showNewEntry && (
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<NewJournalEntryDialog
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open
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onOpenChange={(o) => {
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setShowNewEntry(o)
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if (!o) {
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setCopyPrefill(null)
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setSkvLink(null)
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}
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}}
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onCreated={() => {
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setRefreshKey((k) => k + 1)
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setShowNewEntry(false)
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setCopyPrefill(null)
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// handleSkvEntryCreated runs from the same render's closure, so
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// clearing here doesn't rob it of the link target.
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setSkvLink(null)
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}}
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onEntryCreated={skvLink ? handleSkvEntryCreated : undefined}
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copyPrefill={copyPrefill}
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skvPrefill={skvPrefill}
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isLoading={isLoadingCopy}
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/>
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)}
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</div>
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)
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}
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