Files
accounted/components/transactions/TemplatePicker.tsx
T
Mattsson e4488a900b feat: add user locale preference to user_preferences table (#555)
* 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
2026-05-21 21:33:22 +02:00

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)} &middot; 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)} &middot; 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>
)
}