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