* feat: add user locale preference to user_preferences table
- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.
chore: declare CSS module support in TypeScript
- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.
* feat: add Swish as an invoice payment method in company settings
452 lines
18 KiB
TypeScript
452 lines
18 KiB
TypeScript
'use client'
|
|
|
|
import { useState, useMemo, useEffect } from 'react'
|
|
import { useTranslations } from 'next-intl'
|
|
import { Input } from '@/components/ui/input'
|
|
import { Badge } from '@/components/ui/badge'
|
|
import { Button } from '@/components/ui/button'
|
|
import { Search, ChevronDown, ChevronUp, AlertTriangle, Info, Building2 } from 'lucide-react'
|
|
import {
|
|
getCommonTemplates,
|
|
getAdvancedTemplates,
|
|
searchTemplates,
|
|
type BookingTemplate,
|
|
type TemplateGroup,
|
|
} from '@/lib/bookkeeping/booking-templates'
|
|
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
|
|
import { isCounterpartyTemplateId } from '@/lib/bookkeeping/counterparty-templates'
|
|
import { convertLibraryToBookingTemplate, LIBRARY_TEMPLATE_PREFIX, isLibraryTemplateId } from '@/lib/bookkeeping/template-library'
|
|
import { getAccountName } from '@/lib/bookkeeping/client-account-names'
|
|
import type { BookingTemplateLibrary, EntityType } from '@/types'
|
|
import type { SuggestedTemplate } from '@/lib/transactions/category-suggestions'
|
|
|
|
const GROUP_ORDER: TemplateGroup[] = [
|
|
'premises', 'vehicle', 'it_software', 'office_supplies', 'marketing',
|
|
'travel', 'representation', 'insurance', 'professional_services',
|
|
'bank_finance', 'telecom', 'education', 'personnel', 'revenue',
|
|
'financial', 'private_transfers', 'equipment',
|
|
]
|
|
|
|
const GROUP_LABEL_KEYS: Record<TemplateGroup, string> = {
|
|
premises: 'group_premises',
|
|
vehicle: 'group_vehicle',
|
|
it_software: 'group_it_software',
|
|
office_supplies: 'group_office_supplies',
|
|
marketing: 'group_marketing',
|
|
travel: 'group_travel',
|
|
representation: 'group_representation',
|
|
insurance: 'group_insurance',
|
|
professional_services: 'group_professional_services',
|
|
bank_finance: 'group_bank_finance',
|
|
telecom: 'group_telecom',
|
|
education: 'group_education',
|
|
personnel: 'group_personnel',
|
|
revenue: 'group_revenue',
|
|
financial: 'group_financial',
|
|
private_transfers: 'group_private_transfers',
|
|
equipment: 'group_equipment',
|
|
}
|
|
|
|
function getVatLabelKey(template: BookingTemplate): string | null {
|
|
if (!template.vat_treatment) return null
|
|
switch (template.vat_treatment) {
|
|
case 'standard_25': return 'vat_standard_25'
|
|
case 'reduced_12': return 'vat_reduced_12'
|
|
case 'reduced_6': return 'vat_reduced_6'
|
|
case 'reverse_charge': return 'vat_reverse_charge'
|
|
case 'export': return 'vat_export'
|
|
case 'exempt': return 'vat_exempt'
|
|
default: return null
|
|
}
|
|
}
|
|
|
|
function groupTemplates(templates: BookingTemplate[]): Map<TemplateGroup, BookingTemplate[]> {
|
|
const grouped = new Map<TemplateGroup, BookingTemplate[]>()
|
|
for (const t of templates) {
|
|
const list = grouped.get(t.group) || []
|
|
list.push(t)
|
|
grouped.set(t.group, list)
|
|
}
|
|
return grouped
|
|
}
|
|
|
|
interface TemplateCardProps {
|
|
template: BookingTemplate
|
|
selected: boolean
|
|
onClick: () => void
|
|
compact?: boolean
|
|
}
|
|
|
|
function TemplateCard({ template, selected, onClick, compact }: TemplateCardProps) {
|
|
const t = useTranslations('tx_template_picker')
|
|
const vatLabelKey = getVatLabelKey(template)
|
|
|
|
return (
|
|
<button
|
|
type="button"
|
|
onClick={onClick}
|
|
className={`w-full text-left rounded-lg border px-3 py-2.5 transition-colors hover:bg-muted/50 ${
|
|
selected
|
|
? 'border-primary bg-primary/5 ring-1 ring-primary'
|
|
: 'border-border'
|
|
}`}
|
|
>
|
|
<div className="flex items-start justify-between gap-2">
|
|
<div className="min-w-0 flex-1">
|
|
<p className={`font-medium ${compact ? 'text-sm' : 'text-sm'} leading-tight`}>
|
|
{template.name_sv}
|
|
</p>
|
|
<div className="flex items-center gap-2 mt-1 flex-wrap">
|
|
<span className="text-xs font-mono text-muted-foreground">
|
|
D: {formatAccountWithName(template.debit_account)} · K: {formatAccountWithName(template.credit_account)}
|
|
</span>
|
|
{vatLabelKey && (
|
|
<Badge
|
|
variant="secondary"
|
|
className={`text-[10px] px-1.5 py-0 ${
|
|
template.vat_treatment === 'reverse_charge'
|
|
? 'bg-warning/10 text-warning-foreground'
|
|
: ''
|
|
}`}
|
|
>
|
|
{t(vatLabelKey)}
|
|
</Badge>
|
|
)}
|
|
{template.requires_vat_registration_data && (
|
|
<Badge variant="outline" className="text-[10px] px-1.5 py-0 border-warning/30 text-warning-foreground gap-0.5">
|
|
<AlertTriangle className="h-2.5 w-2.5" />
|
|
{t('requires_vat_reg')}
|
|
</Badge>
|
|
)}
|
|
</div>
|
|
</div>
|
|
{template.requires_review && (
|
|
<Info className="h-3.5 w-3.5 text-muted-foreground flex-shrink-0 mt-0.5" />
|
|
)}
|
|
</div>
|
|
{template.special_rules_sv && !compact && (
|
|
<p className="text-[11px] text-muted-foreground mt-1.5 leading-snug">
|
|
{template.special_rules_sv}
|
|
</p>
|
|
)}
|
|
</button>
|
|
)
|
|
}
|
|
|
|
interface TemplatePickerProps {
|
|
direction: 'expense' | 'income'
|
|
entityType?: EntityType
|
|
suggestedTemplates?: SuggestedTemplate[]
|
|
recentTemplateIds?: string[]
|
|
onSelect: (template: BookingTemplate) => void
|
|
onSelectCounterparty?: (templateId: string) => void
|
|
selectedTemplateId?: string
|
|
}
|
|
|
|
export default function TemplatePicker({
|
|
direction,
|
|
entityType,
|
|
suggestedTemplates,
|
|
onSelect,
|
|
onSelectCounterparty,
|
|
selectedTemplateId,
|
|
}: TemplatePickerProps) {
|
|
const t = useTranslations('tx_template_picker')
|
|
const [searchQuery, setSearchQuery] = useState('')
|
|
const [showAdvanced, setShowAdvanced] = useState(false)
|
|
const [libraryTemplates, setLibraryTemplates] = useState<BookingTemplate[]>([])
|
|
|
|
// Map direction to template direction filter (transfers show in both)
|
|
const templateDirection = direction === 'income' ? 'income' : 'expense'
|
|
|
|
// Fetch user-created booking templates (company + team scope) and map
|
|
// convertible ones into BookingTemplate shape. System templates are
|
|
// already covered by the static list below, so we exclude them here.
|
|
useEffect(() => {
|
|
const controller = new AbortController()
|
|
;(async () => {
|
|
try {
|
|
const res = await fetch('/api/settings/booking-templates', { signal: controller.signal })
|
|
if (!res.ok) return
|
|
const { data } = await res.json() as { data?: BookingTemplateLibrary[] }
|
|
if (!data) return
|
|
const mapped = data
|
|
.filter((t) => !t.is_system && t.is_active)
|
|
.map(convertLibraryToBookingTemplate)
|
|
.filter((t): t is BookingTemplate => t !== null)
|
|
setLibraryTemplates(mapped)
|
|
} catch (err) {
|
|
if (err instanceof DOMException && err.name === 'AbortError') return
|
|
}
|
|
})()
|
|
return () => { controller.abort() }
|
|
}, [])
|
|
|
|
const commonTemplates = useMemo(
|
|
() => getCommonTemplates(entityType, templateDirection),
|
|
[entityType, templateDirection]
|
|
)
|
|
|
|
const advancedTemplates = useMemo(
|
|
() => getAdvancedTemplates(entityType, templateDirection),
|
|
[entityType, templateDirection]
|
|
)
|
|
|
|
// Also include transfer templates in both directions
|
|
const commonTransfers = useMemo(
|
|
() => getCommonTemplates(entityType, 'transfer'),
|
|
[entityType]
|
|
)
|
|
const advancedTransfers = useMemo(
|
|
() => getAdvancedTemplates(entityType, 'transfer'),
|
|
[entityType]
|
|
)
|
|
|
|
const allCommon = useMemo(
|
|
() => [...commonTemplates, ...commonTransfers],
|
|
[commonTemplates, commonTransfers]
|
|
)
|
|
const allAdvanced = useMemo(
|
|
() => [...advancedTemplates, ...advancedTransfers],
|
|
[advancedTemplates, advancedTransfers]
|
|
)
|
|
|
|
// User-created library templates filtered by direction + entity
|
|
const relevantLibraryTemplates = useMemo(() => {
|
|
return libraryTemplates.filter((t) => {
|
|
if (entityType && t.entity_applicability !== 'all' && t.entity_applicability !== entityType) {
|
|
return false
|
|
}
|
|
return t.direction === templateDirection || t.direction === 'transfer'
|
|
})
|
|
}, [libraryTemplates, entityType, templateDirection])
|
|
|
|
// Search results (static + library)
|
|
const searchResults = useMemo(() => {
|
|
if (!searchQuery.trim()) return null
|
|
const q = searchQuery.toLowerCase()
|
|
const libraryMatches = relevantLibraryTemplates.filter((t) =>
|
|
t.name_sv.toLowerCase().includes(q) || t.description_sv.toLowerCase().includes(q)
|
|
)
|
|
const staticMatches = searchTemplates(searchQuery, entityType).filter((t) => {
|
|
if (t.direction === templateDirection || t.direction === 'transfer') return true
|
|
return false
|
|
})
|
|
return [...libraryMatches, ...staticMatches]
|
|
}, [searchQuery, entityType, templateDirection, relevantLibraryTemplates])
|
|
|
|
// Group templates by group for display
|
|
const commonGrouped = useMemo(() => groupTemplates(allCommon), [allCommon])
|
|
const advancedGrouped = useMemo(() => groupTemplates(allAdvanced), [allAdvanced])
|
|
|
|
const handleSelect = (template: BookingTemplate) => {
|
|
// For library-backed templates, bump MRU so they surface at the top next time.
|
|
if (isLibraryTemplateId(template.id)) {
|
|
const libraryId = template.id.slice(LIBRARY_TEMPLATE_PREFIX.length)
|
|
fetch(`/api/settings/booking-templates/${libraryId}/touch`, { method: 'POST' }).catch(() => {})
|
|
}
|
|
onSelect(template)
|
|
}
|
|
|
|
// Split suggestions: counterparty templates vs regular booking templates
|
|
const counterpartySuggestions = useMemo(() => {
|
|
if (!suggestedTemplates) return []
|
|
return suggestedTemplates.filter(s => isCounterpartyTemplateId(s.template_id))
|
|
}, [suggestedTemplates])
|
|
const resolvedSuggestions = useMemo(() => {
|
|
if (!suggestedTemplates) return []
|
|
return suggestedTemplates.filter(s => !isCounterpartyTemplateId(s.template_id))
|
|
}, [suggestedTemplates])
|
|
const hasCounterparty = counterpartySuggestions.length > 0 && !!onSelectCounterparty
|
|
const hasSuggestions = resolvedSuggestions.length > 0
|
|
|
|
return (
|
|
<div className="flex flex-col h-full">
|
|
{/* Search bar */}
|
|
<div className="relative px-4 pt-3 pb-2">
|
|
<Search className="absolute left-7 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground mt-0.5" />
|
|
<Input
|
|
value={searchQuery}
|
|
onChange={(e) => setSearchQuery(e.target.value)}
|
|
placeholder={t('search_placeholder')}
|
|
className="pl-9 h-9"
|
|
/>
|
|
</div>
|
|
|
|
{/* Scrollable content */}
|
|
<div className="flex-1 overflow-auto px-4 pb-4 space-y-4">
|
|
{/* Search results */}
|
|
{searchResults !== null ? (
|
|
<div>
|
|
<p className="text-xs font-medium text-muted-foreground mb-2">
|
|
{searchResults.length === 0 ? t('no_results') : t('n_results', { count: searchResults.length })}
|
|
</p>
|
|
<div className="space-y-1.5">
|
|
{searchResults.map((t) => (
|
|
<TemplateCard
|
|
key={t.id}
|
|
template={t}
|
|
selected={selectedTemplateId === t.id}
|
|
onClick={() => handleSelect(t)}
|
|
/>
|
|
))}
|
|
</div>
|
|
</div>
|
|
) : (
|
|
<>
|
|
{/* User-created library templates (company + team scope) */}
|
|
{relevantLibraryTemplates.length > 0 && (
|
|
<div>
|
|
<p className="text-xs font-medium text-muted-foreground mb-2 flex items-center gap-1.5">
|
|
<Building2 className="h-3 w-3" />
|
|
{t('my_templates')}
|
|
</p>
|
|
<div className="space-y-1.5">
|
|
{relevantLibraryTemplates.map((t) => (
|
|
<TemplateCard
|
|
key={t.id}
|
|
template={t}
|
|
selected={selectedTemplateId === t.id}
|
|
onClick={() => handleSelect(t)}
|
|
compact
|
|
/>
|
|
))}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Counterparty templates — learned from history */}
|
|
{hasCounterparty && (
|
|
<div>
|
|
<p className="text-xs font-medium text-muted-foreground mb-2">{t('previous_counterparties')}</p>
|
|
<div className="space-y-1.5">
|
|
{counterpartySuggestions.slice(0, 3).map((s) => (
|
|
<button
|
|
key={s.template_id}
|
|
type="button"
|
|
onClick={() => onSelectCounterparty!(s.template_id)}
|
|
className="w-full text-left rounded-lg border border-border px-3 py-2.5 transition-colors hover:bg-muted/50"
|
|
>
|
|
<div className="flex items-start justify-between gap-2">
|
|
<div className="min-w-0 flex-1">
|
|
<p className="font-medium text-sm leading-tight">{s.name_sv}</p>
|
|
<div className="flex items-center gap-2 mt-1 flex-wrap">
|
|
{s.line_pattern && s.line_pattern.length > 0 ? (
|
|
s.line_pattern.filter(lp => lp.type === 'business').map((lp, i) => (
|
|
<span key={i} className="text-xs font-mono text-muted-foreground">
|
|
{formatAccountWithName(lp.account)}
|
|
</span>
|
|
))
|
|
) : (
|
|
<span className="text-xs font-mono text-muted-foreground">
|
|
D: {getAccountName(s.debit_account)} · K: {getAccountName(s.credit_account)}
|
|
</span>
|
|
)}
|
|
</div>
|
|
</div>
|
|
<span className="text-[10px] text-muted-foreground flex-shrink-0 mt-0.5">
|
|
{s.description_sv}
|
|
</span>
|
|
</div>
|
|
</button>
|
|
))}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Suggested templates */}
|
|
{hasSuggestions && (
|
|
<div>
|
|
<p className="text-xs font-medium text-muted-foreground mb-2">{t('suggested')}</p>
|
|
<div className="space-y-1.5">
|
|
{resolvedSuggestions.slice(0, 5).map((s) => {
|
|
// Find the full template object
|
|
const fullTemplate = allCommon.find((t) => t.id === s.template_id) ||
|
|
allAdvanced.find((t) => t.id === s.template_id)
|
|
if (!fullTemplate) return null
|
|
return (
|
|
<TemplateCard
|
|
key={s.template_id}
|
|
template={fullTemplate}
|
|
selected={selectedTemplateId === s.template_id}
|
|
onClick={() => handleSelect(fullTemplate)}
|
|
compact
|
|
/>
|
|
)
|
|
})}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Common templates grouped */}
|
|
<div>
|
|
<p className="text-xs font-medium text-muted-foreground mb-2">{t('common_templates')}</p>
|
|
<div className="space-y-3">
|
|
{GROUP_ORDER.filter((g) => commonGrouped.has(g)).map((group) => (
|
|
<div key={group}>
|
|
<p className="text-[11px] font-medium text-muted-foreground/70 uppercase tracking-wider mb-1">
|
|
{t(GROUP_LABEL_KEYS[group])}
|
|
</p>
|
|
<div className="space-y-1.5">
|
|
{commonGrouped.get(group)!.map((t) => (
|
|
<TemplateCard
|
|
key={t.id}
|
|
template={t}
|
|
selected={selectedTemplateId === t.id}
|
|
onClick={() => handleSelect(t)}
|
|
compact
|
|
/>
|
|
))}
|
|
</div>
|
|
</div>
|
|
))}
|
|
</div>
|
|
</div>
|
|
|
|
{/* Advanced templates (collapsible) */}
|
|
{allAdvanced.length > 0 && (
|
|
<div>
|
|
<Button
|
|
variant="ghost"
|
|
size="sm"
|
|
className="w-full justify-between text-xs text-muted-foreground h-8"
|
|
onClick={() => setShowAdvanced(!showAdvanced)}
|
|
>
|
|
{t('more_templates', { count: allAdvanced.length })}
|
|
{showAdvanced ? (
|
|
<ChevronUp className="h-3.5 w-3.5" />
|
|
) : (
|
|
<ChevronDown className="h-3.5 w-3.5" />
|
|
)}
|
|
</Button>
|
|
{showAdvanced && (
|
|
<div className="space-y-3 mt-2">
|
|
{GROUP_ORDER.filter((g) => advancedGrouped.has(g)).map((group) => (
|
|
<div key={group}>
|
|
<p className="text-[11px] font-medium text-muted-foreground/70 uppercase tracking-wider mb-1">
|
|
{t(GROUP_LABEL_KEYS[group])}
|
|
</p>
|
|
<div className="space-y-1.5">
|
|
{advancedGrouped.get(group)!.map((t) => (
|
|
<TemplateCard
|
|
key={t.id}
|
|
template={t}
|
|
selected={selectedTemplateId === t.id}
|
|
onClick={() => handleSelect(t)}
|
|
compact
|
|
/>
|
|
))}
|
|
</div>
|
|
</div>
|
|
))}
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
</>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|