Files
accounted/components/parties/PartyDossier.tsx
T
b996da60ee feat(parties): Förslag från bokföringen, confirmed straight into Leverantörer and Kunder (#2206)
* 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>

* 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>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-03 19:49:25 +02:00

289 lines
13 KiB
TypeScript

'use client'
import { useEffect, useState } from 'react'
import { useTranslations } from 'next-intl'
import { Button } from '@/components/ui/button'
import { VTD_CLASS, VTH_CLASS } from '@/components/ui/dry-table'
import { Skeleton } from '@/components/ui/skeleton'
import { SlideOver, SlideOverBody, SlideOverContent, SlideOverHeader } from '@/components/ui/slide-over'
import type { Dossier, PartyRole, RegisterPeriod } from '@/lib/parties/register'
import { formatCurrency, formatDate, formatOrgNumber } from '@/lib/utils'
import { AccountNub } from './AccountNub'
import { formatPaymentIdentity, rhythmLabel, roleLabel } from './format'
import type { MergeCandidate } from './MergeDialog'
function SectionTitle({ children }: { children: React.ReactNode }) {
return <h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">{children}</h2>
}
function Row({ label, value, note }: { label: string; value: React.ReactNode; note?: React.ReactNode }) {
return (
<tr>
<th className={`${VTH_CLASS} w-36`}>{label}</th>
<td className={VTD_CLASS}>
<div className="tabular-nums">{value}</div>
{note ? <div className="text-xs text-muted-foreground">{note}</div> : null}
</td>
</tr>
)
}
/**
* Moment 3: the dossier. Money and booking knowledge come from the ledger;
* "Vad Accounted vet" lists every fact with its source; promotion and
* merge are one action each and always confirm up front.
*/
export function PartyDossier({
partyId,
period,
canWrite,
busy,
onClose,
onPromote,
onDismiss,
onMerge,
reloadKey,
}: {
partyId: string | null
period: RegisterPeriod
canWrite: boolean
busy: boolean
onClose: () => void
onPromote: (id: string, roles: PartyRole[]) => void
onDismiss: (id: string) => void
onMerge: (subject: MergeCandidate, suggested: MergeCandidate[]) => void
reloadKey: number
}) {
const t = useTranslations('parties')
// { partyId, reloadKey } stamps the loaded dossier, so "loading" and
// "failed" are derived instead of set from inside the effect.
const [loaded, setLoaded] = useState<{ partyId: string; reloadKey: number; dossier: Dossier | null } | null>(null)
const current = loaded && loaded.partyId === partyId && loaded.reloadKey === reloadKey ? loaded : null
const dossier = partyId ? (current?.dossier ?? (loaded?.partyId === partyId ? loaded.dossier : null)) : null
const loading = Boolean(partyId) && current === null
const failed = Boolean(partyId) && current !== null && current.dossier === null
useEffect(() => {
if (!partyId) return
let cancelled = false
const key = reloadKey
fetch(`/api/parties/${partyId}`)
.then(async (res) => {
if (!res.ok) throw new Error(String(res.status))
const json = (await res.json()) as { data: Dossier }
if (!cancelled) setLoaded({ partyId, reloadKey: key, dossier: json.data })
})
.catch(() => {
if (!cancelled) setLoaded({ partyId, reloadKey: key, dossier: null })
})
return () => {
cancelled = true
}
}, [partyId, reloadKey])
const p = dossier?.party
const stats = p?.stats ?? null
const suggested = p?.status === 'suggested'
const kicker = p ? (suggested ? t('dossier_kicker_suggested') : roleLabel(t, p.roles)) : ''
const subtitle = stats
? [
t('dossier_seen', { count: stats.occurrences }),
rhythmLabel(t, stats.rhythm),
stats.lastSeen ? t('dossier_last', { date: formatDate(stats.lastSeen) }) : '',
stats.variants.length > 1 ? t('dossier_variants', { count: stats.variants.length }) : '',
]
.filter(Boolean)
.join(' · ')
: ''
const legalName = p?.legalName ?? (dossier?.facts.find((f) => f.field === 'legal_name')?.value as string | undefined) ?? null
const orgFact = dossier?.facts.find((f) => f.field === 'org_number')
const docsFor = (field: string) => {
const f = dossier?.facts.find((x) => x.field === field)
const n = (f?.reference as { docs?: number } | null)?.docs
return n ? t('fact_from_documents', { count: n }) : f?.source === 'ledger' ? t('fact_from_ledger') : f?.source === 'user' ? t('fact_from_user') : ''
}
const dominant = dossier?.facts.find((f) => f.field === 'dominant_account')?.value as { account?: string; count?: number } | undefined
return (
<SlideOver open={Boolean(partyId)} onOpenChange={(open) => (!open ? onClose() : undefined)}>
<SlideOverContent>
<SlideOverHeader kicker={kicker} title={p?.displayName ?? (loading ? '…' : '')} />
<SlideOverBody>
{loading && !dossier ? (
<div className="space-y-3">
<Skeleton className="h-4 w-2/3" />
<Skeleton className="h-4 w-1/2" />
<Skeleton className="h-24 w-full" />
</div>
) : failed || !dossier || !p ? (
<p className="text-sm text-muted-foreground">{t('load_failed')}</p>
) : (
<div className="space-y-8">
<div className="space-y-3">
{subtitle ? <p className="text-[13px] text-muted-foreground">{subtitle}</p> : null}
<div className="flex flex-wrap gap-2">
{suggested || !p.roles.supplierId ? (
<Button
type="button"
size="sm"
variant={p.defaultRoles.includes('supplier') ? 'default' : 'outline'}
onClick={() => onPromote(p.id, ['supplier'])}
disabled={!canWrite || busy}
>
{t('promote_supplier')}
</Button>
) : null}
{suggested || !p.roles.customerId ? (
<Button
type="button"
size="sm"
variant={p.defaultRoles.includes('customer') && !p.defaultRoles.includes('supplier') ? 'default' : 'outline'}
onClick={() => onPromote(p.id, ['customer'])}
disabled={!canWrite || busy}
>
{t('promote_customer')}
</Button>
) : null}
<Button
type="button"
size="sm"
variant="outline"
disabled={!canWrite || busy}
onClick={() =>
onMerge(
{ id: p.id, displayName: p.displayName, orgNumber: p.orgNumber, status: p.status },
dossier.similar.map((s) => ({ id: s.id, displayName: s.displayName, orgNumber: s.orgNumber, status: s.status })),
)
}
>
{t('merge')}
</Button>
{suggested ? (
<Button type="button" size="sm" variant="ghost" onClick={() => onDismiss(p.id)} disabled={!canWrite || busy}>
{t('dismiss')}
</Button>
) : null}
</div>
</div>
<section className="space-y-3">
<SectionTitle>{t('section_money')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
{stats?.expenseSek || !stats?.revenueSek ? (
<Row
label={t('money_expense')}
value={formatCurrency(stats?.expenseSek ?? 0)}
note={period === '12m' ? t('money_period_12m') : t('money_period_all')}
/>
) : null}
{stats?.revenueSek ? (
<Row
label={t('money_revenue')}
value={formatCurrency(stats.revenueSek)}
note={period === '12m' ? t('money_period_12m') : t('money_period_all')}
/>
) : null}
{stats?.firstSeen ? <Row label={t('money_first')} value={formatDate(stats.firstSeen)} /> : null}
{stats?.lastSeen ? <Row label={t('money_last')} value={formatDate(stats.lastSeen)} /> : null}
</tbody>
</table>
</section>
<section className="space-y-3">
<SectionTitle>{t('section_bookkeeping')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
<Row
label={t('bk_account')}
value={<AccountNub account={stats?.dominantAccount ?? dominant?.account ?? null} />}
note={
stats?.dominantAccount && stats.occurrences
? t('bk_account_share', {
count: Math.round((stats.dominantShare ?? 0) * (stats.occurrences + 2) - 1) || dominant?.count || 0,
total: stats.occurrences,
})
: undefined
}
/>
<Row label={t('bk_when')} value={t('bk_when_value')} />
</tbody>
</table>
</section>
<section className="space-y-3">
<SectionTitle>{t('section_facts')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
<Row
label={t('fact_name')}
value={p.displayName}
note={stats && stats.variants.length > 1 ? stats.variants.slice(0, 3).join(', ') : undefined}
/>
<Row label={t('fact_legal_name')} value={legalName ?? <span className="text-muted-foreground">{t('fact_missing')}</span>} note={legalName ? docsFor('legal_name') : undefined} />
<Row
label={t('fact_org')}
value={p.orgNumber ? formatOrgNumber(p.orgNumber) : <span className="text-muted-foreground">{t('fact_missing')}</span>}
note={p.orgNumber && orgFact ? docsFor('org_number') : undefined}
/>
<Row label={t('fact_vat')} value={p.vatNumber ?? <span className="text-muted-foreground">{t('fact_missing')}</span>} />
{dossier.identities.map((i) => (
<Row
key={i.id}
label={i.scheme === 'bankgiro' ? t('fact_bankgiro') : i.scheme === 'plusgiro' ? t('fact_plusgiro') : i.scheme}
value={formatPaymentIdentity(i.scheme, i.value)}
note={`${t('fact_from_documents', { count: i.seenCount })} · ${i.status === 'known' ? t('identity_known') : t('identity_unverified')}`}
/>
))}
</tbody>
</table>
</section>
<section className="space-y-3">
<SectionTitle>{t('section_vouchers')}</SectionTitle>
{dossier.vouchers.length === 0 ? (
<p className="text-[13px] text-muted-foreground">{t('vouchers_none')}</p>
) : (
<table className="w-full text-[13px]">
<tbody>
{dossier.vouchers.map((v) => (
<tr key={v.id}>
<td className={`${VTD_CLASS} w-24 whitespace-nowrap text-muted-foreground tabular-nums`}>{formatDate(v.entryDate)}</td>
<td className={`${VTD_CLASS} truncate`}>
{v.voucher ? <span className="text-muted-foreground">{v.voucher} · </span> : null}
{v.description}
</td>
<td className={`${VTD_CLASS} text-right tabular-nums`}>{v.amount ? formatCurrency(v.amount) : ''}</td>
</tr>
))}
</tbody>
</table>
)}
</section>
{dossier.decisions.length > 0 ? (
<section className="space-y-3">
<SectionTitle>{t('section_history')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
{dossier.decisions.map((d) => (
<tr key={d.id}>
<td className={`${VTD_CLASS} w-24 whitespace-nowrap text-muted-foreground tabular-nums`}>{formatDate(d.createdAt)}</td>
<td className={VTD_CLASS}>
{['confirm', 'dismiss', 'merge', 'split', 'undo'].includes(d.kind) ? t(`decision_${d.kind}`) : d.kind}
{d.note ? <span className="text-muted-foreground"> · {d.note}</span> : null}
</td>
</tr>
))}
</tbody>
</table>
</section>
) : null}
</div>
)}
</SlideOverBody>
</SlideOverContent>
</SlideOver>
)
}