* feat(parties): Kontakter register, suggestion queue, dossier and merge Phase 1's two surfaces on top of the parties substrate: - /parties page: one list with the five-way switch (Alla, Kunder, Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all period picker, and at most one attention line. Confirmed rows show roles as muted text, rhythm, underlag, dominant account and money. Observed rows are computed and never stored; a generic band keeps unattributed spend visible. - Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk confirm behind one dialog, dismiss on hover, undo on the toast. - Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and identities with source and count), Underlag och verifikat, Historik. - Merge dialog with a visible, swappable survivor and undo. - API: GET /api/parties, GET /api/parties/[id], POST suggest, decide, decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests). - Migration 20260903090000: decide_parties snapshots the reason it clears; undo_party_decisions reverses confirm/dismiss within 30 days; decision kind 'undo'. - The pipeline runs after SIE import and provider migration (non-blocking) so a migrant's register is full on arrival. - Nav entry under Register; sv/en strings. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): pass explicit interpolation values to next-intl next build's type check rejects a typed interface where the translator wants an index-signature record. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): retry label on the load-failed state Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): hard keys for companies without org number, readable names, look-alikes at read time - get_ledger_key_evidence dropped every document for a company whose own org number is NULL (the self check compared against NULL). Replaced in 20260903100000 with a coalesced comparison; pg test covers it. - Display names come from the printed name on documents, otherwise from the voucher text with the AP/AR prefix and supplier number removed. - Look-alike parties (same core, or one core extending the other by whole words: Fortnox / Fortnox Finans) are detected when the register is read, never stored, and feed the Dubblett? chip and the merge dialog. - Queue shows Intäkt beside Kostnad; dossier hides zero money rows and formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no synchronous setState inside effects. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): link every new supplier and customer to a party on write The backfill covered the rows that existed on 2026-09-02; 108 rows created since had no party and never reached the register. A BEFORE INSERT/UPDATE trigger on customers and suppliers now calls ensure_party on every write path at once: find-or-create by org number inside the company, never by name; a private customer gets a kind=person party without any number; a nameless row stays unlinked; a foreign party id is refused with the same error as the composite foreign key; a link to a merged party follows the chain to the survivor; the clear that ON DELETE SET NULL performs is kept. ensure_party lets the trigger act for the row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The migration also links the rows created since the backfill. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): dossier hides dismissed parties and follows merges to the survivor The register hid archived parties while the dossier still served them by id, and a merged party's dossier pointed at a dead row. Superagent P2 on #2206; three unit tests. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the role-link migration past main's 20260903110000 Two files with one version would collide in schema_migrations. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun Founder decision after the walkthrough: users know two words. The page becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen' beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer views go. Each suggestion shows what it becomes (Blir), read from the ledger side and changeable per row; confirming calls promote_parties, which creates the supplier and/or customer row from the party's facts, never a duplicate, and is undoable for 30 days through undo_party_promotions (the created rows are archived, the party returns to the queue). Leverantörer and Kunder carry the one attention line that leads here. The dossier offers Lägg upp som leverantör / som kund. Migration 20260903130000, 5 pg tests, route and unit tests updated. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): write bankgiro and plusgiro the way the supplier form does Identities are stored as digits; suppliers carry 5317-0900. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): fetch registry facts from SCB into the dossier SCB granted API access today (certificate + password, layouts Je and Ae). This adds the first registry enricher of phase 3: - lib/parties/scb: config from env (SCB_API_CERT_PFX_BASE64, SCB_API_CERT_PASSWORD), an mTLS transport on node:https, the mapping of every documented Je variable to a labelled fact, and a client whose wire format sits in one file because SCB replaces the API this month. Legal persons only: a sole trader's org number is a personnummer. - Migration 20260903150000: record_party_facts(company, user, party, source, facts, fetched_at) refreshes unchanged values, supersedes changed ones, never touches other sources. pg test. - POST /api/parties/[id]/enrich: 503 when not configured, 400 for a sole trader, 502 when SCB fails, fills an empty legal name. 7 tests. - Dossier: 'Hämta uppgifter' button (gated on configuration) and the registry rows with 'SCB · datum' as their source line. - scripts/scb/discover.ts prints the live variable list, code tables and one lookup so the request shape is checked against the real API. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): SCB client on the live wire format, mapper on the real Je row Verified against the API on 2026-09-03: an identity lookup is one filter (Variabel 'OrgNr (10 siffror)', Operator ArLikaMed) without status keys, and the row carries '<name>, kod' beside SCB's own text. The mapper now reads those columns, prefers SCB's text, and adds turnover band, seat names and Skatteverket registration. The AB Volvo row is the fixture. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): registry legal name outranks the document one, never a person's Survivorship from the plan: user > registry > document. The dossier's legal-name row now carries 'SCB · datum' when the registry is the source. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): VAT number from the moms flag, one primary action, one source line Founder review of the SCB dossier: - A Swedish company registered for moms has VAT number SE + org number + 01 by construction, so the registry's moms flag yields the number; it fills an empty vat_number on the party and shows in the Momsnr row instead of 'Saknas'. - The 'Registrerad hos Skatteverket' row said nothing (true for every legal person) and is gone. - Five buttons became one primary (the role the ledger suggests) and a menu with the rest; the per-row 'SCB · datum' notes became one group line 'Från SCB · hämtat datum'. - A postal-code-only address (large companies) is labelled as such. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): do not repeat the county when it equals the municipality Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): SCB picker for parties without an org number 'Hitta i företagsregistret' in the dossier menu opens a picker: SCB is searched on the party's name (prefix first, contains as fallback, counts before rows, capped at 25, natural persons and estates excluded, active companies first). The user chooses; the org number is recorded as a fact with source 'user' and set on the party, then the normal fetch runs, so every later fetch is by number. A number another live party holds is refused with a pointer to it. One match is still shown, never auto-picked. The transport retries once on a dropped connection (seen live). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): a picked org number shows in the queue's reason and counts as a hard key Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): SCB search tightened after a batch of real supplier names Twenty-five prod supplier names and twenty org numbers across every legal form went through the search and the lookup: - total is what the picker can offer, not SCB's raw count (Eismann counted one row and offered none, a natural person); - foreign legal forms stay in the query: they are part of the registered name and dropping them floods (Schmidt GmbH became 167 Schmidts); - a fusion or delning in progress is no longer a warning (Fortnox AB and Avanza Bank trade normally under 'Fusion pågår'); distress and disappearance codes still are. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the four queue migrations past main's 20260903170000 Main merged 20260903120000_skattekonto_transactions_realtime_publication with the same version as the role-link trigger; the preview database refused the duplicate key. All four now sit after main's newest so the set applies in one ordered run on prod. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move record_party_facts after the queue migrations Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move record_party_facts to a version after tonight's collisions Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
158 lines
7.0 KiB
TypeScript
158 lines
7.0 KiB
TypeScript
'use client'
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import { useTranslations } from 'next-intl'
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import { Check, ChevronDown } from 'lucide-react'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { Checkbox } from '@/components/ui/checkbox'
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import { DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuTrigger } from '@/components/ui/dropdown-menu'
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import { HOVER_REVEAL_CLASS, TD_CLASS, TH_CLASS } from '@/components/ui/dry-table'
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import type { PartyRole, RegisterRow } from '@/lib/parties/register'
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import { formatCurrency } from '@/lib/utils'
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import { AccountNub } from './AccountNub'
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import { isDuplicateCandidate, reasonText, rolesLabel } from './format'
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/**
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* The queue in front of Leverantörer and Kunder. Every row states why it is
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* here and what it becomes; only rows with a hard key arrive pre-ticked;
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* bulk confirm opens one dialog that says what happens.
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*/
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export function SuggestionQueue({
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rows,
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selected,
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roles,
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canWrite,
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busy,
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onToggle,
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onSelectAll,
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onClear,
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onRoles,
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onConfirmSelected,
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onDismiss,
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onOpen,
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}: {
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rows: RegisterRow[]
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selected: Set<string>
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roles: (row: RegisterRow) => PartyRole[]
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canWrite: boolean
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busy: boolean
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onToggle: (id: string) => void
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onSelectAll: () => void
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onClear: () => void
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onRoles: (id: string, roles: PartyRole[]) => void
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onConfirmSelected: () => void
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onDismiss: (row: RegisterRow) => void
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onOpen: (id: string) => void
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}) {
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const t = useTranslations('parties')
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const count = selected.size
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const allSelected = rows.length > 0 && rows.every((r) => selected.has(r.id))
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function toggleRole(row: RegisterRow, role: PartyRole) {
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const current = roles(row)
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const next = current.includes(role) ? current.filter((r) => r !== role) : [...current, role]
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if (next.length === 0) return
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onRoles(row.id, next)
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}
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return (
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<div className="space-y-4">
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<div className="flex flex-wrap items-center gap-3 text-[13px]">
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<span className="tabular-nums text-muted-foreground">{t('selected_n', { count })}</span>
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<span className="text-muted-foreground">{t('selected_hint')}</span>
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<div className="ml-auto flex items-center gap-2">
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<Button type="button" variant="outline" size="sm" onClick={allSelected ? onClear : onSelectAll} disabled={rows.length === 0}>
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{allSelected ? t('deselect') : t('select_all')}
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</Button>
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<Button type="button" size="sm" onClick={onConfirmSelected} disabled={!canWrite || busy || count === 0}>
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{t('promote_n', { count })}
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</Button>
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</div>
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</div>
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<div className="overflow-x-auto">
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<table className="w-full border-collapse text-[13px]">
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<thead>
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<tr>
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<th className={`${TH_CLASS} w-8`} />
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<th className={TH_CLASS}>{t('th_name')}</th>
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<th className={TH_CLASS}>{t('th_why')}</th>
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<th className={TH_CLASS}>{t('th_becomes')}</th>
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<th className={TH_CLASS}>{t('th_account')}</th>
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<th className={`${TH_CLASS} text-right`}>{t('th_revenue')}</th>
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<th className={`${TH_CLASS} text-right`}>{t('th_expense')}</th>
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<th className={`${TH_CLASS} w-16`} />
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</tr>
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</thead>
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<tbody className="stagger-enter">
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{rows.map((row) => {
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const checked = selected.has(row.id)
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const current = roles(row)
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return (
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<tr key={row.id} className="group transition-colors duration-150 hover:bg-secondary/35">
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<td className={`${TD_CLASS} w-8`}>
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<Checkbox checked={checked} onCheckedChange={() => onToggle(row.id)} aria-label={row.displayName} disabled={!canWrite} />
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</td>
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<td className={`${TD_CLASS} whitespace-nowrap`}>
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<button
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type="button"
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className="text-left font-medium text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
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onClick={() => onOpen(row.id)}
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aria-label={t('open_dossier', { name: row.displayName })}
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>
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{row.displayName}
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</button>
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{isDuplicateCandidate(row) ? (
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<Badge variant="warning" className="ml-2">
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{t('chip_duplicate')}
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</Badge>
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) : null}
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</td>
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<td className={`${TD_CLASS} text-muted-foreground`}>{reasonText(t, row.reason, row.stats?.rhythm ?? null, row.orgNumber)}</td>
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<td className={`${TD_CLASS} whitespace-nowrap`}>
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<button
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type="button"
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className="inline-flex items-center gap-1 text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring disabled:text-muted-foreground"
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disabled={!canWrite}
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aria-label={t('becomes_aria', { name: row.displayName })}
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>
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{rolesLabel(t, current)}
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<ChevronDown className="h-3 w-3 text-muted-foreground" aria-hidden="true" />
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</button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="start">
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{(['supplier', 'customer'] as const).map((role) => (
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<DropdownMenuItem key={role} onSelect={(e) => { e.preventDefault(); toggleRole(row, role) }} className="gap-2">
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<Check className={`h-3.5 w-3.5 ${current.includes(role) ? '' : 'invisible'}`} aria-hidden="true" />
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{role === 'supplier' ? t('role_supplier') : t('role_customer')}
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</DropdownMenuItem>
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))}
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</DropdownMenuContent>
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</DropdownMenu>
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</td>
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<td className={TD_CLASS}>
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<AccountNub account={row.stats?.dominantAccount ?? null} />
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</td>
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<td className={`${TD_CLASS} text-right tabular-nums`}>{row.stats?.revenueSek ? formatCurrency(row.stats.revenueSek) : ''}</td>
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<td className={`${TD_CLASS} text-right tabular-nums`}>{row.stats?.expenseSek ? formatCurrency(row.stats.expenseSek) : ''}</td>
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<td className={`${TD_CLASS} text-right`}>
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<button
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type="button"
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className={`${HOVER_REVEAL_CLASS} text-xs text-muted-foreground underline-offset-2 hover:underline`}
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onClick={() => onDismiss(row)}
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disabled={!canWrite || busy}
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>
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{t('dismiss')}
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</button>
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</td>
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</tr>
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)
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})}
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</tbody>
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</table>
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</div>
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</div>
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)
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}
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