* feat(invoice-inbox): pin documents to bank transactions + MCP tools Adds a first-class flow for attaching unmatched inbox documents to bank transactions, separate from the existing supplier-invoice convert path: - new transactions.document_id FK → document_attachments (ON DELETE SET NULL) - POST/DELETE /api/transactions/[id]/attach-document - categorize route propagates the link to journal_entry_id on commit - three new MCP tools: gnubok_list_unmatched_documents, gnubok_get_document_content (5-min signed URL), gnubok_attach_document_to_transaction (staged via pending_operations) - InvoiceInboxWorkspace gains a "Koppla till transaktion" picker dialog ranked by amount-match, plus a "Bilaga" badge in SwipeCategorizationView - regex extraction unchanged; supplier-invoice convert flow unchanged Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): address PR #397 review findings - categorize: destructure { error } from the document-link update so Supabase-level failures are logged instead of silently dropped (BFL 5 kap 6 § receipt-on-verifikation contract). - list_unmatched_documents: emit next_cursor whenever the inbox query may have more rows, not only when the post-filter slice was full; switch to composite (created_at, id) cursor to avoid same-second collisions. - DELETE /attach-document: return 404 when the tx isn't in the company; return 409 when the linked document already has journal_entry_id set (räkenskapsinformation immutability). - risk tier: attach_document_to_transaction medium (was low) — link becomes part of verifikation underlag once categorize propagates it. - pg-real test: stop reusing $2 across uuid + text-concat contexts (Postgres couldn't deduce the parameter type). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(migrations): break duplicate version 20260505120000 (Supabase Preview) Two migrations on main share filename version 20260505120000: - 20260505120000_api_keys_refresh_token.sql (PR #392) - 20260505120000_drop_agent_auto_commit.sql (PR #394) The schema_migrations primary key is (version), so any fresh DB doing `supabase db push` over both files conflicts on the second insert. This is why every PR with a migration since #394 has had Supabase Preview either fail or skip. Renaming _drop_agent_auto_commit to 20260505190027 — that matches the timestamp recorded in prod schema_migrations from when apply_migration was called for it, so future `db push` against prod sees the file as already- applied (no re-run). The migration body is fully idempotent (IF EXISTS on every drop) so a re-run would be a no-op anyway. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): address PR #397 round-2 compliance review Two BFL gaps the compliance bot flagged on the round-1 fix commit: 1. commitAttachDocumentToTransaction silently broke verifikation→underlag if the transaction was categorized between staging and approval. Now reads transactions.journal_entry_id at commit time and, if non-null, also writes document_attachments.journal_entry_id in the same commit so BFL 5 kap 6 § is satisfied regardless of order. 2. Application-layer DELETE check was racy (SELECT then UPDATE) and the FK ON DELETE SET NULL path could null transactions.document_id even for a document that is räkenskapsinformation. Added a BEFORE UPDATE OF document_id trigger on transactions that raises check_violation when the previously-attached document has document_attachments.journal_entry_id set. The app-layer guard stays for friendly Swedish messaging; the trigger is the DB-level safety net. pg-real test extended to cover both directions of the trigger (block detach + block swap) and the happy-path detach when there's no JE link yet. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): address PR #397 round-3 compliance review Four findings from the round-2 update of the compliance bot. The first three are genuine compliance gaps; the fourth (preview metadata distinguishing pre- vs post-categorization overwrites) is a UX nicety left for follow-up. 1. transactions.document_id FK switched from ON DELETE SET NULL to RESTRICT (migration 20260506100000). Removes the "trigger ordering" concern: a doc that's pinned to any tx now cannot be deleted at all without explicit detach first. Belt-and-braces with block_document_deletion. 2. commitAttachDocumentToTransaction now does: - pre-check that mirrors the DELETE route's 409 when the existing pinned doc is räkenskapsinformation, so the same Swedish message is returned in both paths; - UPDATE…RETURNING journal_entry_id so the propagation decision uses the post-update state, closing the read-then-write race with concurrent categorize. Either ordering of attach-then-categorize or categorize-then-attach now lands at the same correct final state. 3. Both DELETE /attach-document and the MCP commit path catch the trigger's check_violation (SQLSTATE 23514) and translate to 409 with the Swedish underlag message. The trigger remains the DB-level safety net; the app layer is responsible only for friendly UX. pg-real test rewritten for ON DELETE RESTRICT (blocks deletion of pinned doc; detach-then-delete works). Unit coverage added for commitAttach: 404, two distinct 409 paths (pre-check + trigger-translation), happy-path uncategorized, and propagation when tx was categorized between staging and commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): address PR #397 round-4 compliance review Three of five round-3 findings actioned: 1. commitAttachDocumentToTransaction: surface propagation failure rather than logging-and-continuing. If document_attachments.journal_entry_id can't be set after the transaction has been categorized, the op fails (status 500) with a Swedish message instructing retry. Retry is idempotent — same document_id on the tx, same propagate target. 2. Replace check_violation (23514) matching with a stable "BFL_DOCUMENT_IMMUTABILITY:" message prefix. The trigger now uses default P0001 + tagged message; both the route handler and the executor match on the prefix instead of the generic SQLSTATE. Future unrelated CHECK constraints on transactions can no longer accidentally surface as the räkenskapsinformation message. 3. gnubok_list_unmatched_documents now returns invoice currency alongside amount so an agent can FX-normalise before comparing to transactions.amount. Description updated to make the requirement explicit. Mirrored in the UI: AttachToTransactionDialog ranks same-currency rows by amount distance and pushes cross-currency rows to the bottom of the list. Skipped: - Two-migration window for FK action change is acknowledged as resolved by the bot; deploy-atomicity is an ops concern, not code. - Period-lock check in attach/detach: realistic compliance concern is already covered by the existing immutability trigger (post-categorize) and by the engine's period-lock enforcement (categorize itself). A dedicated period check on pre-categorize attach would only guard against pinning a doc to a tx in a closed period — defensible defense-in-depth, but no active BFL violation. Left for a follow-up. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): address PR #397 round-5 compliance review Three of four findings actioned. The fourth (block_document_deletion verification) is already covered by 20240101000017_enforcement_triggers.sql which raises when document_attachments.journal_entry_id IS NOT NULL on a posted/reversed entry — confirmed via grep, no code change needed. 1. categorize/route.ts: propagation no longer fires-and-forgets. If document_attachments.journal_entry_id can't be set after the JE has been committed, the response now carries a document_link_warning field with a Swedish retry message. The JE is already committed so we can't roll back, but the client can no longer mistake a partial attach for a clean categorize. 2. Rättelse audit trail (BFL 5 kap 5 §): both the REST POST handler and the MCP commit executor now append a TransactionDocumentReplaced event to processing_history whenever a non-null document_id is overwritten, with previous_document_id and new_document_id in the payload. Best-effort — logging failure must not roll back the (compliant) attach. The previous doc id is also returned in the response so callers see what was displaced. 3. MCP staging preview now exposes the existing doc's identity (existing_document_id, existing_document_file_name) plus an explicit existing_document_is_rakenskapsinformation flag, so a human approver sees "replaces X.pdf with Y.pdf" rather than just a will_overwrite_existing boolean. Mirrors BFL 5 kap 5 § informed-rättelse intent. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): close trigger SELECT race (PR #397 round-6) The enforce_transactions_document_immutability trigger SELECTed document_attachments.journal_entry_id without a row lock. A concurrent UPDATE setting journal_entry_id on that row could commit between the trigger's SELECT and its RAISE, letting a detach slip through against a document that just became räkenskapsinformation. Add FOR SHARE to the SELECT inside the trigger. A concurrent journal_entry_id write blocks on our share lock until our transaction commits, so either we observe the propagation and raise, or we run first and the propagation observes our committed detach (which is fine because journal_entry_id was still null at that point). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoice-inbox): bidirectional immutability + richer staging preview (PR #397 round-7) Two of six round-6 findings actioned. The other four are recurring architectural recommendations (atomic audit-log writes, background reconciliation jobs, migration consolidation, anti-join via materialized view) that are properly scoped as follow-up work. 1. document_attachments side of the immutability link (BFL 5 kap 6 § works in both directions). New trigger enforce_document_journal_entry_immutability blocks UPDATE OF journal_entry_id when going from non-null to NULL or to a different uuid. The original null→uuid path (initial propagation in the categorize / commitAttach flows) still works. Migration 20260506130000. 2. gnubok_attach_document_to_transaction staging preview now joins on invoice_inbox_items.extracted_data and surfaces vendor/amount/currency/ invoice_date alongside the existing doc filename/mime metadata. Gives the human approver the same hints the agent saw before choosing the attachment. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
817 lines
30 KiB
TypeScript
817 lines
30 KiB
TypeScript
'use client'
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import { useState, useCallback, useEffect } from 'react'
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import { motion, useMotionValue, useTransform, AnimatePresence, type PanInfo } from 'framer-motion'
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import { Card, CardContent, CardHeader } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Badge } from '@/components/ui/badge'
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import { useToast } from '@/components/ui/use-toast'
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import VatTreatmentSelect from './VatTreatmentSelect'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { checkExpenseWarnings } from '@/lib/tax/expense-warnings'
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import { getDefaultAccountForCategory, getDefaultVatTreatmentForCategory } from '@/lib/bookkeeping/category-mapping'
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import { getTemplateById, type BookingTemplate } from '@/lib/bookkeeping/booking-templates'
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import { isLibraryTemplateId } from '@/lib/bookkeeping/template-library'
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import TemplatePicker from './TemplatePicker'
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import JournalEntryPreview from './JournalEntryPreview'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import { X, ArrowLeft, ArrowRight, Building, AlertTriangle, Check, FileText, Link2, Receipt as ReceiptIcon, SkipForward, Paperclip, ChevronDown, ChevronUp } from 'lucide-react'
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import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
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import type { TransactionCategory, VatTreatment, BASAccount, EntityType } from '@/types'
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import type { SuggestedCategory, SuggestedTemplate } from '@/lib/transactions/category-suggestions'
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import type { TransactionWithInvoice, CategorizeHandler, MatchInvoiceHandler } from './transaction-types'
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import { EXPENSE_CATEGORIES, INCOME_CATEGORIES, VAT_TREATMENT_OPTIONS } from './transaction-types'
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interface SwipeCategorizationViewProps {
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transactions: TransactionWithInvoice[]
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suggestions?: Record<string, SuggestedCategory[]>
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templateSuggestions?: Record<string, SuggestedTemplate[]>
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onCategorize: CategorizeHandler
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onMatchInvoice?: MatchInvoiceHandler
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onClose: () => void
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entityType?: EntityType
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}
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const expenseCategories = EXPENSE_CATEGORIES
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const incomeCategories = INCOME_CATEGORIES
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export default function SwipeCategorizationView({
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transactions,
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suggestions,
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templateSuggestions,
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onCategorize,
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onMatchInvoice,
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onClose,
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entityType,
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}: SwipeCategorizationViewProps) {
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const { toast } = useToast()
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const [currentIndex, setCurrentIndex] = useState(0)
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const [showCategorySelect, setShowCategorySelect] = useState(false)
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const [isProcessing, setIsProcessing] = useState(false)
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const [error, setError] = useState<string | null>(null)
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// Review step state
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const [showReviewStep, setShowReviewStep] = useState(false)
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const [pendingCategory, setPendingCategory] = useState<TransactionCategory | null>(null)
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const [accountOverride, setAccountOverride] = useState('')
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const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>('standard_25')
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const [showUploadZone, setShowUploadZone] = useState(false)
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const [showVatDropdown, setShowVatDropdown] = useState(false)
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const [pendingTemplateId, setPendingTemplateId] = useState<string | null>(null)
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const [pendingTemplate, setPendingTemplate] = useState<BookingTemplate | null>(null)
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const [pendingInboxItemId, setPendingInboxItemId] = useState<string | null>(null)
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// Clear VAT treatment when switching to a liability/equity account (class 2)
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useEffect(() => {
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if (accountOverride.startsWith('2') && vatTreatment !== 'none') {
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setVatTreatment('none')
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}
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}, [accountOverride]) // eslint-disable-line react-hooks/exhaustive-deps
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// Fetch accounts on mount
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useEffect(() => {
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async function fetchAccounts() {
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try {
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const res = await fetch('/api/bookkeeping/accounts')
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const { data } = await res.json()
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if (data) {
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setAccounts(data)
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}
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} catch {
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// Non-critical, AccountCombobox will just be empty
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}
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}
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fetchAccounts()
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}, [])
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const currentTransaction = transactions[currentIndex]
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const warnings = currentTransaction
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? checkExpenseWarnings(currentTransaction.description)
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: []
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const x = useMotionValue(0)
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const rotate = useTransform(x, [-200, 0, 200], [-15, 0, 15])
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const opacity = useTransform(x, [-200, -100, 0, 100, 200], [0.5, 1, 1, 1, 0.5])
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const businessIndicatorOpacity = useTransform(x, [0, 100, 200], [0, 0.5, 1])
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const skipIndicatorOpacity = useTransform(x, [-200, -100, 0], [1, 0.5, 0])
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const moveToNext = useCallback(() => {
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x.set(0)
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if (currentIndex < transactions.length - 1) {
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setCurrentIndex(currentIndex + 1)
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} else {
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onClose()
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}
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}, [x, currentIndex, transactions.length, onClose])
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const handleDrag = useCallback(
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(_event: MouseEvent | TouchEvent | PointerEvent, info: PanInfo) => {
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if (isProcessing) return
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x.set(info.offset.x)
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},
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[isProcessing, x]
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)
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const handleCategorySelect = useCallback((category: TransactionCategory) => {
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// Set up review step with defaults for this category
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const defaultAccount = getDefaultAccountForCategory(category)
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const defaultVat = getDefaultVatTreatmentForCategory(category)
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setPendingCategory(category)
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setAccountOverride(defaultAccount)
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setVatTreatment(defaultVat ?? 'none')
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setPendingTemplateId(null)
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setPendingTemplate(null)
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setPendingInboxItemId(null)
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setShowVatDropdown(false)
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setShowCategorySelect(false)
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setShowReviewStep(true)
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setError(null)
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}, [])
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const handlePickerTemplateSelect = useCallback((template: BookingTemplate) => {
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setPendingCategory(template.fallback_category)
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setAccountOverride(template.debit_account)
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setVatTreatment(template.vat_treatment ?? 'none')
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// Library templates aren't in the static registry the backend validates against,
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// so we only send the ID for static templates. The pre-filled account/VAT drive
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// the booking for library templates.
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setPendingTemplateId(isLibraryTemplateId(template.id) ? null : template.id)
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setPendingTemplate(template)
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setPendingInboxItemId(null)
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setShowVatDropdown(false)
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setShowCategorySelect(false)
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setShowReviewStep(true)
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setError(null)
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}, [])
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const handleTemplateSelect = useCallback((templateId: string, inboxItemId?: string) => {
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const template = getTemplateById(templateId)
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if (!template) return
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setPendingCategory(template.fallback_category)
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setAccountOverride(template.debit_account)
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setVatTreatment(template.vat_treatment ?? 'none')
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setPendingTemplateId(templateId)
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setPendingTemplate(template)
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setPendingInboxItemId(inboxItemId ?? null)
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setShowVatDropdown(false)
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setShowCategorySelect(false)
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setShowReviewStep(true)
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setError(null)
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}, [])
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const handleDragEnd = useCallback(
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async (_event: MouseEvent | TouchEvent | PointerEvent, info: PanInfo) => {
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if (isProcessing || !currentTransaction) return
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const mx = info.offset.x
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const vx = Math.abs(info.velocity.x)
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const shouldSwipe = Math.abs(mx) > 100 || vx > 500
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if (shouldSwipe) {
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if (mx > 0) {
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// Swipe right = categorize as business
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if (currentTransaction.amount < 0) {
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// Show category selector for business expenses
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setShowCategorySelect(true)
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x.set(0)
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} else {
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// Income: go to review step with income_other default
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handleCategorySelect('income_other')
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x.set(0)
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}
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} else {
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// Swipe left = skip
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moveToNext()
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}
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} else {
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x.set(0)
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}
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},
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[isProcessing, currentTransaction, handleCategorySelect, x, moveToNext]
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)
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const resetUploadState = useCallback(() => {
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setUploadedFiles([])
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setShowUploadZone(false)
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}, [])
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const handleReviewConfirm = async () => {
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if (!pendingCategory) return
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setIsProcessing(true)
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setError(null)
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try {
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const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
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const defaultAccount = getDefaultAccountForCategory(pendingCategory)
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// Only send override if it differs from the default
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const override = accountOverride && accountOverride !== defaultAccount
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? accountOverride
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: undefined
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const journalEntryId = await onCategorize(
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currentTransaction.id,
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true,
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pendingCategory,
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resolvedVat,
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override,
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pendingTemplateId ?? undefined,
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pendingInboxItemId ?? undefined
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)
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if (journalEntryId) {
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// Link uploaded documents to the journal entry
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if (uploadedFiles.length > 0) {
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const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
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let linkFailCount = 0
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for (const file of filesToLink) {
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try {
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await fetch(`/api/documents/${file.id}/link`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: journalEntryId }),
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})
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} catch {
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linkFailCount++
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}
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}
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if (linkFailCount > 0) {
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toast({
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title: 'Underlag kunde inte bifogas',
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description: `${linkFailCount} fil(er) kunde inte länkas till verifikationen.`,
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variant: 'destructive',
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})
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}
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}
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resetUploadState()
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setShowReviewStep(false)
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setPendingCategory(null)
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setPendingTemplateId(null)
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setPendingTemplate(null)
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setPendingInboxItemId(null)
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moveToNext()
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} else {
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setError('Kunde inte bokföra. Tryck "Hoppa över" för att gå vidare.')
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}
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} catch {
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setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
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} finally {
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setIsProcessing(false)
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}
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}
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const handleMatchInvoice = async () => {
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if (!currentTransaction.potential_invoice || !onMatchInvoice) return
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setIsProcessing(true)
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setError(null)
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try {
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const success = await onMatchInvoice(
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currentTransaction.id,
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currentTransaction.potential_invoice.id
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)
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if (success) {
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moveToNext()
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} else {
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setError('Kunde inte matcha faktura. Tryck "Hoppa över" för att gå vidare.')
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}
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} catch {
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setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
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} finally {
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setIsProcessing(false)
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}
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}
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const handleSkip = useCallback(() => {
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setError(null)
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setShowCategorySelect(false)
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setShowReviewStep(false)
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setPendingCategory(null)
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setPendingTemplateId(null)
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setPendingInboxItemId(null)
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resetUploadState()
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moveToNext()
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}, [moveToNext, resetUploadState])
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if (!currentTransaction) {
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return (
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<div className="fixed inset-0 bg-background z-50 flex flex-col items-center justify-center">
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<div className="text-center">
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<div className="h-16 w-16 rounded-full bg-success/10 flex items-center justify-center mx-auto mb-4">
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<Check className="h-8 w-8 text-success" />
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</div>
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<h2 className="font-display text-2xl font-medium">Klart!</h2>
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<p className="text-muted-foreground mt-2">
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Alla transaktioner är nu bokförda
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</p>
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<Button onClick={onClose} className="mt-6">
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Tillbaka till transaktioner
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</Button>
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</div>
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</div>
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)
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}
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if (showCategorySelect) {
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const direction = currentTransaction.amount > 0 ? 'income' : 'expense'
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const txSuggestions = templateSuggestions?.[currentTransaction.id]
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return (
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<div className="fixed inset-0 bg-background z-50 flex flex-col">
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<div className="flex items-center justify-between p-4 border-b">
|
|
<Button variant="ghost" size="icon" onClick={() => setShowCategorySelect(false)}>
|
|
<ArrowLeft className="h-5 w-5" />
|
|
</Button>
|
|
<h1 className="font-semibold">Välj mall</h1>
|
|
<div className="w-10" />
|
|
</div>
|
|
|
|
<Card className="mx-4 mt-3">
|
|
<CardContent className="pt-4">
|
|
<p className="font-medium">{currentTransaction.description}</p>
|
|
<p className="font-display text-2xl font-medium tabular-nums mt-2">
|
|
{formatCurrency(Math.abs(currentTransaction.amount), currentTransaction.currency)}
|
|
</p>
|
|
</CardContent>
|
|
</Card>
|
|
|
|
{error && (
|
|
<div className="mx-4 mt-2 p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
<div className="flex-1 overflow-hidden mt-2">
|
|
<TemplatePicker
|
|
direction={direction}
|
|
entityType={entityType}
|
|
suggestedTemplates={txSuggestions}
|
|
onSelect={handlePickerTemplateSelect}
|
|
selectedTemplateId={pendingTemplate?.id ?? pendingTemplateId ?? undefined}
|
|
/>
|
|
</div>
|
|
|
|
<div className="p-4 border-t">
|
|
<Button
|
|
variant="ghost"
|
|
className="w-full text-muted-foreground"
|
|
onClick={handleSkip}
|
|
>
|
|
<SkipForward className="mr-2 h-4 w-4" />
|
|
Hoppa över
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|
|
|
|
if (showReviewStep && pendingCategory) {
|
|
const categoryLabel = [...expenseCategories, ...incomeCategories].find(
|
|
(c) => c.value === pendingCategory
|
|
)?.label || pendingCategory
|
|
const selectedTemplate = pendingTemplate
|
|
|
|
// Auto-clear VAT when a class 2 (liability/equity) account is selected
|
|
const isLiabilityAccount = accountOverride.startsWith('2')
|
|
|
|
return (
|
|
<div className="fixed inset-0 bg-background z-50 flex flex-col">
|
|
<div className="flex items-center justify-between p-4 border-b">
|
|
<Button
|
|
variant="ghost"
|
|
size="icon"
|
|
onClick={() => {
|
|
setShowReviewStep(false)
|
|
setShowCategorySelect(true)
|
|
}}
|
|
>
|
|
<ArrowLeft className="h-5 w-5" />
|
|
</Button>
|
|
<h1 className="font-semibold">Granska bokföring</h1>
|
|
<div className="w-10" />
|
|
</div>
|
|
|
|
<div className="flex-1 overflow-auto p-4 space-y-4">
|
|
{/* Transaction summary */}
|
|
<Card>
|
|
<CardContent className="pt-4 space-y-1">
|
|
<p className="font-medium">{currentTransaction.description}</p>
|
|
<p className="text-sm text-muted-foreground">{formatDate(currentTransaction.date)}</p>
|
|
<p className="font-display text-2xl font-medium tabular-nums mt-2">
|
|
{currentTransaction.amount > 0 ? '+' : ''}
|
|
{formatCurrency(currentTransaction.amount, currentTransaction.currency)}
|
|
</p>
|
|
</CardContent>
|
|
</Card>
|
|
|
|
{/* Selected template or category */}
|
|
<div>
|
|
<label className="text-sm font-medium text-muted-foreground">
|
|
{selectedTemplate ? 'Mall' : 'Kategori'}
|
|
</label>
|
|
<div className="mt-1 flex items-center gap-2">
|
|
<Badge variant="outline" className="text-sm py-1 px-3">
|
|
{selectedTemplate ? selectedTemplate.name_sv : categoryLabel}
|
|
</Badge>
|
|
<button
|
|
type="button"
|
|
className="text-xs text-primary hover:underline"
|
|
onClick={() => {
|
|
setShowReviewStep(false)
|
|
setShowCategorySelect(true)
|
|
}}
|
|
>
|
|
Byt mall
|
|
</button>
|
|
</div>
|
|
{selectedTemplate && (
|
|
<p className="mt-1.5 text-xs font-mono text-muted-foreground">
|
|
D: {formatAccountWithName(selectedTemplate.debit_account)} → K: {formatAccountWithName(selectedTemplate.credit_account)}
|
|
</p>
|
|
)}
|
|
</div>
|
|
|
|
{/* Template special rules warning */}
|
|
{selectedTemplate?.special_rules_sv && (
|
|
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2.5">
|
|
<p className="text-xs text-warning-foreground leading-snug">
|
|
{selectedTemplate.special_rules_sv}
|
|
</p>
|
|
</div>
|
|
)}
|
|
|
|
{/* Deductibility note */}
|
|
{selectedTemplate?.deductibility_note_sv && (
|
|
<div className="rounded-lg border border-primary/20 bg-primary/[0.03] px-3 py-2.5">
|
|
<p className="text-xs text-foreground leading-snug">
|
|
{selectedTemplate.deductibility_note_sv}
|
|
</p>
|
|
</div>
|
|
)}
|
|
|
|
{/* Reverse charge VAT registration warning */}
|
|
{selectedTemplate?.requires_vat_registration_data && (
|
|
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2.5">
|
|
<div className="flex items-start gap-2">
|
|
<AlertTriangle className="h-4 w-4 text-warning-foreground flex-shrink-0 mt-0.5" />
|
|
<p className="text-xs text-warning-foreground leading-snug">
|
|
Omvänd skattskyldighet kräver leverantörens momsregistreringsnummer och land.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Journal entry preview */}
|
|
<JournalEntryPreview
|
|
amount={currentTransaction.amount}
|
|
currency={currentTransaction.currency}
|
|
category={pendingCategory}
|
|
vatTreatment={isLiabilityAccount ? 'none' : vatTreatment}
|
|
accountOverride={accountOverride}
|
|
entityType={entityType}
|
|
/>
|
|
|
|
{/* Account override */}
|
|
<div>
|
|
<label className="text-sm font-medium text-muted-foreground">Konto</label>
|
|
<div className="mt-1">
|
|
<AccountCombobox
|
|
value={accountOverride}
|
|
accounts={accounts}
|
|
onChange={setAccountOverride}
|
|
/>
|
|
</div>
|
|
</div>
|
|
|
|
{/* VAT treatment */}
|
|
<div>
|
|
<label className="text-sm font-medium text-muted-foreground">Momsbehandling</label>
|
|
<div className="mt-1">
|
|
{isLiabilityAccount ? (
|
|
<p className="text-sm text-muted-foreground">
|
|
Ingen moms för skuld-/eget kapital-konton
|
|
</p>
|
|
) : showVatDropdown ? (
|
|
<VatTreatmentSelect
|
|
value={vatTreatment}
|
|
onValueChange={setVatTreatment}
|
|
/>
|
|
) : (
|
|
<p className="text-sm">
|
|
{VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)?.label || 'Ingen moms'}
|
|
{' '}
|
|
<button
|
|
type="button"
|
|
className="text-xs text-primary hover:underline"
|
|
onClick={() => setShowVatDropdown(true)}
|
|
>
|
|
Ändra
|
|
</button>
|
|
</p>
|
|
)}
|
|
</div>
|
|
</div>
|
|
|
|
{/* Document upload */}
|
|
{(
|
|
<div className="rounded-lg border">
|
|
<button
|
|
type="button"
|
|
onClick={() => setShowUploadZone(!showUploadZone)}
|
|
className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
|
|
>
|
|
<div className="flex items-center gap-2">
|
|
<Paperclip className="h-4 w-4 text-muted-foreground" />
|
|
<span className="font-medium">Underlag</span>
|
|
{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
|
|
<span className="text-xs text-muted-foreground">
|
|
{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
|
|
</span>
|
|
)}
|
|
</div>
|
|
{showUploadZone ? (
|
|
<ChevronUp className="h-4 w-4 text-muted-foreground" />
|
|
) : (
|
|
<ChevronDown className="h-4 w-4 text-muted-foreground" />
|
|
)}
|
|
</button>
|
|
{showUploadZone && (
|
|
<div className="px-3 pb-3">
|
|
<DocumentUploadZone
|
|
files={uploadedFiles}
|
|
onFilesChange={setUploadedFiles}
|
|
compact
|
|
/>
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
|
|
{error && (
|
|
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
|
|
{error}
|
|
</div>
|
|
)}
|
|
</div>
|
|
|
|
{/* Actions */}
|
|
<div className="p-4 border-t space-y-2">
|
|
<Button
|
|
className="w-full"
|
|
onClick={handleReviewConfirm}
|
|
disabled={isProcessing || !accountOverride}
|
|
>
|
|
<Check className="mr-2 h-4 w-4" />
|
|
{isProcessing ? 'Bokför...' : 'Bokför'}
|
|
</Button>
|
|
<Button
|
|
variant="ghost"
|
|
className="w-full text-muted-foreground"
|
|
onClick={handleSkip}
|
|
disabled={isProcessing}
|
|
>
|
|
<SkipForward className="mr-2 h-4 w-4" />
|
|
Hoppa över
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|
|
|
|
return (
|
|
<div className="fixed inset-0 bg-background z-50 flex flex-col" style={{ paddingTop: 'env(safe-area-inset-top, 0px)', paddingBottom: 'env(safe-area-inset-bottom, 0px)' }}>
|
|
{/* Header */}
|
|
<div className="flex items-center justify-between p-4 border-b">
|
|
<Button variant="ghost" size="icon" onClick={onClose}>
|
|
<X className="h-5 w-5" />
|
|
</Button>
|
|
<div className="text-center">
|
|
<p className="text-sm text-muted-foreground">
|
|
{currentIndex + 1} av {transactions.length}
|
|
</p>
|
|
</div>
|
|
<div className="w-10" />
|
|
</div>
|
|
|
|
{/* Instructions */}
|
|
<div className="flex justify-between px-8 py-4 text-sm">
|
|
<div className="flex items-center gap-2 text-muted-foreground">
|
|
<ArrowLeft className="h-4 w-4" />
|
|
<SkipForward className="h-4 w-4" />
|
|
<span>Hoppa över</span>
|
|
</div>
|
|
<div className="flex items-center gap-2 text-muted-foreground">
|
|
<span>Bokför</span>
|
|
<Building className="h-4 w-4" />
|
|
<ArrowRight className="h-4 w-4" />
|
|
</div>
|
|
</div>
|
|
|
|
{/* Card stack */}
|
|
<div className="flex-1 flex items-center justify-center px-4 relative">
|
|
{/* Swipe indicators */}
|
|
<motion.div
|
|
className="absolute left-8 flex items-center gap-2 text-muted-foreground"
|
|
style={{ opacity: skipIndicatorOpacity }}
|
|
>
|
|
<SkipForward className="h-8 w-8" />
|
|
<span className="font-semibold">Hoppa över</span>
|
|
</motion.div>
|
|
|
|
<motion.div
|
|
className="absolute right-8 flex items-center gap-2 text-success"
|
|
style={{ opacity: businessIndicatorOpacity }}
|
|
>
|
|
<span className="font-semibold">Företag</span>
|
|
<Building className="h-8 w-8" />
|
|
</motion.div>
|
|
|
|
<AnimatePresence>
|
|
<motion.div
|
|
key={currentTransaction.id}
|
|
drag="x"
|
|
dragConstraints={{ left: 0, right: 0 }}
|
|
dragElastic={1}
|
|
onDrag={handleDrag}
|
|
onDragEnd={handleDragEnd}
|
|
style={{ x, rotate, opacity }}
|
|
className="w-full max-w-sm touch-none cursor-grab active:cursor-grabbing"
|
|
>
|
|
<Card className="shadow-lg">
|
|
<CardHeader>
|
|
<div className="flex items-center justify-between">
|
|
<Badge variant="outline">{formatDate(currentTransaction.date)}</Badge>
|
|
<div className="flex items-center gap-2">
|
|
{currentTransaction.receipt_id && (
|
|
<Badge variant="secondary" className="gap-1">
|
|
<ReceiptIcon className="h-3 w-3" />
|
|
Kvitto
|
|
</Badge>
|
|
)}
|
|
{currentTransaction.document_id && (
|
|
<Badge variant="secondary" className="gap-1">
|
|
<Paperclip className="h-3 w-3" />
|
|
Bilaga
|
|
</Badge>
|
|
)}
|
|
<Badge>{currentTransaction.currency}</Badge>
|
|
</div>
|
|
</div>
|
|
</CardHeader>
|
|
<CardContent className="space-y-4">
|
|
<p className="text-lg font-medium">{currentTransaction.description}</p>
|
|
|
|
<p
|
|
className={`text-3xl font-bold ${
|
|
currentTransaction.amount > 0 ? 'text-success' : ''
|
|
}`}
|
|
>
|
|
{currentTransaction.amount > 0 ? '+' : ''}
|
|
{formatCurrency(currentTransaction.amount, currentTransaction.currency)}
|
|
</p>
|
|
|
|
{/* Potential Invoice Match */}
|
|
{currentTransaction.potential_invoice && (
|
|
<div className="p-4 rounded-lg border-2 border-success/40 bg-success/5 space-y-2">
|
|
<div className="flex items-center justify-between">
|
|
<div className="flex items-center gap-2 text-success">
|
|
<FileText className="h-5 w-5" />
|
|
<span className="font-semibold text-sm">Fakturamatchning hittad</span>
|
|
</div>
|
|
<Badge variant="outline" className="text-success border-success">
|
|
Match
|
|
</Badge>
|
|
</div>
|
|
<div className="text-sm">
|
|
<p className="font-medium">
|
|
Faktura {currentTransaction.potential_invoice.invoice_number}
|
|
</p>
|
|
<p className="text-muted-foreground">
|
|
{currentTransaction.potential_invoice.customer?.name || 'Okänd kund'}
|
|
</p>
|
|
<p className="font-medium text-success">
|
|
{formatCurrency(
|
|
currentTransaction.potential_invoice.total,
|
|
currentTransaction.potential_invoice.currency
|
|
)}
|
|
</p>
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Warnings */}
|
|
{warnings.length > 0 && (
|
|
<div className="space-y-2 pt-4 border-t">
|
|
{warnings.map((warning, idx) => (
|
|
<div
|
|
key={idx}
|
|
className={`flex items-start gap-2 p-2 rounded text-sm ${
|
|
warning.warningLevel === 'danger'
|
|
? 'bg-destructive/10 text-destructive'
|
|
: warning.warningLevel === 'warning'
|
|
? 'bg-warning/10 text-warning-foreground'
|
|
: 'bg-muted'
|
|
}`}
|
|
>
|
|
<AlertTriangle className="h-4 w-4 flex-shrink-0 mt-0.5" />
|
|
<div>
|
|
<p className="font-medium">{warning.category}</p>
|
|
<p className="text-xs opacity-90">{warning.message}</p>
|
|
</div>
|
|
</div>
|
|
))}
|
|
</div>
|
|
)}
|
|
</CardContent>
|
|
</Card>
|
|
</motion.div>
|
|
</AnimatePresence>
|
|
</div>
|
|
|
|
{/* Action buttons */}
|
|
<div className="p-4 border-t">
|
|
<div className="flex flex-col gap-3 max-w-sm mx-auto">
|
|
{/* Error message */}
|
|
{error && (
|
|
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
{/* Invoice match button - primary action when there's a match */}
|
|
{currentTransaction.potential_invoice && onMatchInvoice && (
|
|
<Button
|
|
className="w-full bg-success hover:bg-success/90 text-success-foreground"
|
|
onClick={handleMatchInvoice}
|
|
disabled={isProcessing}
|
|
>
|
|
<Link2 className="mr-2 h-4 w-4" />
|
|
Matcha med Faktura {currentTransaction.potential_invoice.invoice_number}
|
|
</Button>
|
|
)}
|
|
|
|
{/* Suggested categories - shown as quick-select buttons */}
|
|
{suggestions && suggestions[currentTransaction.id] && suggestions[currentTransaction.id].length > 0 && (
|
|
<div className="space-y-2">
|
|
<p className="text-xs text-muted-foreground text-center">Föreslagna kategorier</p>
|
|
<div className="grid grid-cols-2 gap-2">
|
|
{suggestions[currentTransaction.id].map((suggestion) => (
|
|
<Button
|
|
key={suggestion.category}
|
|
variant="outline"
|
|
className="h-auto py-2.5 px-3 text-left justify-start border-primary/30 hover:border-primary hover:bg-primary/5"
|
|
onClick={() => handleCategorySelect(suggestion.category)}
|
|
disabled={isProcessing}
|
|
>
|
|
<div className="flex flex-col">
|
|
<span className="text-sm font-medium">{suggestion.label}</span>
|
|
{suggestion.account && (
|
|
<span className="text-xs text-muted-foreground">{formatAccountWithName(suggestion.account)}</span>
|
|
)}
|
|
</div>
|
|
</Button>
|
|
))}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Categorization button */}
|
|
<Button
|
|
className="w-full"
|
|
onClick={() => {
|
|
if (currentTransaction.amount < 0) {
|
|
setShowCategorySelect(true)
|
|
} else {
|
|
handleCategorySelect('income_other')
|
|
}
|
|
}}
|
|
disabled={isProcessing}
|
|
>
|
|
<Building className="mr-2 h-4 w-4" />
|
|
Bokför
|
|
</Button>
|
|
|
|
{/* Skip button - always visible */}
|
|
<Button
|
|
variant="ghost"
|
|
className="w-full text-muted-foreground"
|
|
onClick={handleSkip}
|
|
disabled={isProcessing}
|
|
>
|
|
<SkipForward className="mr-2 h-4 w-4" />
|
|
Hoppa över
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
|
|
</div>
|
|
)
|
|
}
|