Files
accounted/components/bookkeeping/JournalEntryForm.tsx
T
65c6d4c178 Fix/07 27 (#1271)
* fix(enable-banking): keep bank account mappings across reconnects and surface dead sessions

A PSD2 reconnect silently moved the user's ledger mapping. Account identity
came from the provider's account uid, which does not survive a
re-authorization at every ASPSP, and a fresh connect to an already-connected
bank mints a new bank_connections row regardless. Both paths looked like "an
account we have never seen", so the allocator handed out the next free 19xx
slot and a 1930/1940/1941 mapping came back as 1942-1946 on every consent
renewal, roughly quarterly per connection.

Match on the IBAN instead. resolvePsd2LedgerAccount() finds the existing
cash_accounts row by normalized IBAN before allocating, and upsertFromPsd2
promotes that row in place rather than inserting a second one, so it keeps its
id and its linked transactions and is re-pointed at the connection that just
authorized. The previous holder's connection status is deliberately ignored:
one IBAN is one physical account, and the old row often still reads 'active'
because the bank killed the session without telling us.

The allocator also stopped treating a 19xx number as free just because no
cash_accounts row holds it. A chart imported from SIE carries the company's
real bank accounts by name with no PSD2 row behind them, which is how a SEK
company account got proposed as an unrelated brokerage account. Overflow now
skips chart-occupied numbers, falling back only when nothing unnamed is left.

Dead connections kept rendering as "Aktiv": status only ever changed when a
transaction fetch failed, so a session killed bank-side stayed healthy-looking
with a stale last_synced_at while the user read old balances as current. Add
probeSessionHealth() and run it in the daily cron over every connection that
run did not prove alive, including the ones the loop skips silently
(capability gate, all accounts deselected) and the ones parked in
pending_selection that the cron never looked at. It acts only on a definite
dead answer; anything ambiguous leaves the row alone, since a wrong flip costs
a full BankID re-authorization. The all-accounts-deselected branch is
reclassified 'synced' to 'skipped' for the same reason: it never contacts the
bank, so it must not count as proof of life. The settings row warns when an
active connection has not synced in three days or has never synced.

Which company a connection belongs to was invisible. Everything was already
scoped to ctx.companyId, so there was no cross-tenant leak, but a bank
authorized while the wrong company was active looked identical to the right
one. Name the company on the connect surface and in the account picker, and
say where the connection went when the callback lands under a different active
company. Warn (bypassably) before authorizing a bank where the same user
already holds live connections in other companies: several ASPSPs allow one
active AIS session per login, so the new authorization can kill the others.

The history start date already defaulted to the fiscal-year start; the card
above it recommended a mid-year date and contradicted the selected option. It
now states the fact and offers the shortcut without presenting it as advice.

Not addressed: sharing one PSD2 session across companies. company_id is the
tenancy anchor on bank_connections and cash_accounts hangs off
(company_id, bank_connection_id), so that needs the session to become its own
entity. See DECISIONS.md.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(supplier-invoices): show the posted line description in the voucher preview

The "Verifikation som bokförs" preview built its expense debit lines with
description set to the raw account number, so the BESKRIVNING column showed
"5615" or "6990" where the posted verifikat actually says "Leverantörsfaktura
123, ACME AB". A hardcoded 11-entry ACCOUNT_LABELS map masked this for
2440/2641/26xx, which is why the column read as a mix of friendly labels and
bare account numbers, neither of which was the posted text.

The preview now renders exactly the line_description the engine writes: the
shared invoice-level text on expense lines and 2440, "Ingående moms {rate}%
{desc}" on 2641, and the reverse-charge pair taken straight from
generateReverseChargeLines instead of being re-derived locally.
buildSupplierDescription moves into its own dependency-free module so the
client-side preview can call it without pulling the journal engine (and its
Supabase server client) into the browser bundle. The account name stays
reachable on the AccountNumber hover card.

Picked option A from the issue, keeping the fixed invoice-level description
rather than propagating each item's own text: the customer-invoice side
already writes invoice-level descriptions, so per-item text would create an
inconsistency between the two invoice sides rather than remove one, and it
would need an aggregation-collision policy in the journal engine. Rationale
recorded in DECISIONS.md.

Refs #1258

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(bookkeeping): restore the copy icon on verifikat rows

The row-language rewrite in #1123 reused the copy icon's slot for the new
expand toggle, removing the zero-click copy affordance from the bookkeeping
list without mentioning it. The leftover orphaned copy_voucher_tooltip key
in both message files is what identifies it as collateral rather than a
product decision.

Restore a copy icon in the row's right-edge action cell, reusing that key
for aria-label and title. stopPropagation keeps the click off the row's
expand toggle. The icon is hover-revealed on md+ and always visible below
it: #1123 collapsed the desktop table and the mobile card into one
responsive table, so hover-only would leave touch users with nothing.

Copy is no longer gated on posted. The copy_from handler and the GET
journal-entries route never looked at status, so copying a draft already
worked end-to-end and only the detail-page button hid it; the two list
surfaces were already ungated. Both list affordances now respect canWrite,
which previously dropped read-only users into a dialog they could not
submit.

The repo does not render components in tests, which is why #1123 removed
this silently. Pin the source shape instead, the same way the copy-invoice
query is pinned.

Closes #1266

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(transactions): revalidate stale invoice match pointers before offering a match

potential_invoice_id / potential_supplier_invoice_id are written once, at bank
import, and never revisited. When one of several identical recurring invoices
was settled by a different transaction, every other transaction kept pointing
at the now fully paid invoice. The match dialog then measured the bank amount
against a 0 kr remaining balance and reported a "Beloppen skiljer sig ...
fakturan blir delbetald" partial payment, and the worklist offered the same
dead suggestion as a one-click confirm row.

Worse, the manual escape hatch was hidden exactly when it was needed:
TransactionInboxCard only shows "Matcha mot leverantörsfaktura" when no
suggestion exists, so a stale pointer left the user with no way at all to
reach the correct invoice.

Fixed by revalidating at read time rather than by clearing sibling pointers on
settle. Invoices are settled through many paths (both match routes, mark-paid,
MCP, bank reconciliation, SIE import), so write-time cleanup leaks the moment
one is missed, while the candidate lookup covers every route into the list.
The shared accept-lists in lib/invoices/matchable-statuses.ts mirror the CAS
guards the match routes already enforce.

  - listSuggestedMatches and the transactions page candidate fetch filter on
    status + remaining_amount, so a settled candidate yields no suggestion and
    the manual picker reappears on its own.
  - InvoiceMatchDialog blocks a settled target with a distinct message and a
    disabled confirm. Not advisory: both routes reject it outright with
    MATCH_INVOICE_ALREADY_PAID / MATCH_SI_ALREADY_PAID, so no override could
    succeed.
  - The supplier detail card now shows remaining_amount like the customer
    branch, instead of total. On a partially paid invoice it used to print
    "1 250 kr" directly beside "Differens: 1 250 kr".
  - match-supplier-invoice clears potential_supplier_invoice_id on the
    transaction it just matched, mirroring the customer route.

No bookkeeping was ever at risk: both routes already refused a settled target
before creating a voucher. The damage was confined to a misleading dialog and
a dead end.

createQueuedMockSupabase gains passive call recording (calls / findCall /
findCalls) because the proxy swallowed filter and update arguments, which made
the new assertions inexpressible.

Refs #1259, #1260

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(webhooks): dispatch on emit instead of waiting for the next cron tick (#1256)

* feat(webhooks): dispatch on emit instead of waiting for the next cron tick

The webhook dispatcher ran only on a per-minute cron, so the floor on
delivery latency was up to 60 seconds plus the request. An external consumer
that wanted to react as a transaction landed had only one alternative:
polling /api/events, which the 100 rpm per-key limit makes expensive and
which still cannot beat the tick interval.

Schedules one dispatch cycle as soon as deliveries are enqueued. The cron is
unchanged and remains the retry and sweep path; this only moves the first
attempt forward. Wired into the event-bus fanout plus the two routes that
enqueue a delivery directly: the :test verb, whose entire purpose is telling
someone whether their receiver works, and the manual delivery retry.

Three properties are load-bearing and covered by tests. The kick is never
awaited, because eventBus.emit is awaited at ~99 call sites including
journal_entry.committed and each delivery can burn a 10 s receiver timeout.
It coalesces per function instance, so a bulk booking that emits once per row
does not schedule one claim round trip per row. It claims 5 rows rather than
the cron's 50, because it runs on the tail of a user-facing request.

Double delivery is not a risk: claim_due_webhook_deliveries already claims
FOR UPDATE SKIP LOCKED and flips rows to in_flight in the same statement, so
a kick racing the cron sees disjoint rows.

Does not close #1201, which asks for a realtime stream for API consumers.
This is the cheap half.

Refs #1201

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* docs(webhooks): stop claiming the kick makes double delivery impossible

Adversarial review of the previous commit caught an overstatement in its own
comments. SKIP LOCKED keeps a kick and the cron from claiming the same row at
the same moment, but claim_due_webhook_deliveries autocommits before any POST
is issued, so from then on ownership is only status='in_flight' and a later
cycle's recoverStuckInFlight sweep can re-arm a row still queued behind an
earlier cycle's serial loop.

Delivery is at-least-once, which is what the public docs already tell
receivers ("the same delivery id may arrive more than once ... idempotency is
on you"). The comments contradicted that.

No behaviour change. The kick does not create this window: the cron claims 50
rows serially against the same 20 s stuck threshold, which is wider than what
a batch of 5 can open.

Refs #1201

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(bokslut): add bokslut-flow depreciation (78xx) back to the bolagsskatt base (#1253)

* fix(bokslut): add bokslut-flow depreciation (78xx) back to the bolagsskatt base

sumPostedYearEndDispositions reconstructs resultat fore skatt for the tax
calculation, because generateIncomeStatement excludes every
source_type='year_end' entry. It summed class 88 and 7533 but not 78xx, so
planenlig avskrivning posted by the bokslut flow
(lib/bokslut/assets/depreciation-engine.ts) was dropped from the income
statement and never added back. The bolagsskatt base and the
periodiseringsfond 25 % cap were therefore computed on an overstated result:
tax too high by roughly 20.6 % of the depreciation.

Also exclude the period's final bokslutsverifikation from the fetch. It
carries source_type='year_end' as well and reverses every P&L account,
78xx/88xx/7533 included (verified against production closing entries), so
once the year is closed it would cancel the add-back this function exists to
produce. That hazard already applied to 88xx and 7533; the fix closes it for
all three rather than widening it.

Scope is deliberately the tax base only. Making the standalone
resultatrakning show bokslut entries is a separate, larger change: the same
exclusion is duplicated in the kpi_report_aggregates RPC, it moves displayed
profit for every company that ran the bokslut flow, and it means removing
the add-back at four call sites.

Refs #1051

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(bokslut): scope the closing-entry lookup to the company and fail loudly

Review (CodeRabbit + the compliance swarm, ASVS V8.2.1) flagged the new
fiscal_periods read in sumPostedYearEndDispositions on two counts, both fair.

It filtered only on the period id while every sibling query in the same
function carries the tenant scope. Primary key or not, service-role paths
have no RLS to fall back on and the repo's rule is to filter company_id
explicitly, so it now does.

It also discarded the query error. That mattered more than it looks: a failed
read fell through to closingEntryId = null, which silently re-admits the
closing verifikat's 78xx/88xx reversals and understates the tax base, i.e.
exactly the failure this lookup was added to prevent. It now throws, and the
surrounding catch turns it into the existing 'Failed to read posted
dispositions' error. A wrong bolagsskatt is worse than a loud failure.

Two regression tests: the lookup carries both eq filters, and a lookup
failure propagates instead of degrading to a wrong number.

Refs #1051

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

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Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(storage): drop the client-side DELETE policy on the documents bucket (#1254)

* fix(storage): drop the client-side DELETE policy on the documents bucket

20240101000024 documents this bucket as WORM: "No UPDATE or DELETE policies".
That described the repo, not production. Production carries a
users_delete_own_documents policy that exists in no migration file:

  FOR DELETE TO authenticated
  USING (bucket_id = 'documents'
         AND (storage.foldername(name))[2] = auth.uid()::text)

Under it, the uploading user can delete the storage bytes of any document
they uploaded under the legacy documents/{userId}/... layout, using nothing
but their normal browser token. That includes documents linked to a posted
verifikat, which are rakenskapsinformation under the BFL 7 kap 2 § seven-year
retention duty. deleteDocument()'s linked-check and the
block_document_deletion() trigger both guard the document_attachments ROW,
not the object: the row survives, still pointing at a file that is gone.

Reproduced against a local replay of the full migration stream: with the
policy present the uploader's own DELETE removes the object; with it dropped
the same statement matches zero rows. Company-scoped keys were never exposed
(their second path segment is the company id, not auth.uid()), so this only
ever reached the legacy layout, which is where most documents still live.

Safe because every in-app remove() on this bucket already runs on the service
role, covered by service_role_all_documents.

Deliberately narrow: users_read_own_documents and users_upload_own_documents
stay. The Phase B backfill from 20260726092000 has not run, so dropping the
legacy SELECT policy now would make existing documents unreadable. That is
Phase C.

The pg-real test asserts no DELETE and no UPDATE policy over the bucket under
ANY name: the hole arrived under a name this repo never used, so pinning a
name would not have caught it.

Refs #1208

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* test(storage): make the WORM ratchet see FOR ALL and WITH CHECK policies

Review caught two blind spots in the ratchet, both fair. It matched only
polcmd 'd' and 'w', but polcmd '*' (FOR ALL) grants DELETE and UPDATE just as
effectively, and FOR ALL is the shape the one legitimate policy on this table
already uses, so a hostile one would look unremarkable in the catalogue. It
also read only polqual, so an UPDATE policy carrying its bucket restriction in
WITH CHECK was invisible.

Both assertions now run through one helper that covers d/w/*, concatenates
USING and WITH CHECK, and filters by grantee so service_role_all_documents
(how the application does its authorized deletes) is excluded while every
client-reachable role is not. A policy granted to PUBLIC has an empty
polroles, which is the most permissive case there is, so it is treated as
client-reachable rather than as "no roles".

Matching on the substring rather than the exact `bucket_id = 'documents'`
shape pg_get_expr emits today: a policy written as bucket_id::text or with the
comparison reversed would slip past a stricter match, and for a WORM ratchet a
false alarm is cheap while a silent hole is not.

Adds a probe case that creates a FOR ALL policy and asserts the helper sees
it, so the main assertion cannot pass vacuously. That case earned its keep
immediately: it caught that node-postgres hands back a raw string for a name[]
column, so the role filter needed rolname::text to work at all.

Verified against a local replay of the full migration stream: red with the
original prod FOR DELETE policy present, red with a FOR ALL probe, green
without either. Full pg-real suite 933 passed.

Refs #1208

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* test(storage): catch a destructive policy that names no bucket at all

Adversarial review of the previous commit found the ratchet still failed
open, and reproduced it: a policy with no bucket_id predicate covers EVERY
bucket, documents included, so gating on the bucket name discarded exactly
the widest hole. The concrete shape is Supabase's own stock "Enable delete for
users based on user_id" template, USING (auth.uid() = owner), which is the
single most likely form of a future dashboard edit.

A destructive policy is now in scope unless it provably cannot reach this
bucket, i.e. only a bucket_id predicate naming some other bucket exempts it.

The behavioural assertions had the matching blind spot: fixtures were seeded
without an owner, so an owner-based policy matched NULL and the DELETE
reported 0 rows for the wrong reason. Objects now carry an owner the way
storage-api stamps them in production, so those tests fail loudly instead of
passing by accident.

Two probes pin both directions: a bucketless policy must be reported (and is
shown to really permit the delete), and a policy scoped to another bucket must
not be, so the ratchet cannot start crying wolf on receipts or sie-files and
get switched off.

Verified against a local replay of the full migration stream: red with the
stock bucketless template installed, green without it. Full pg-real suite 935
passed.

Refs #1208

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

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Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(kontoplan): make a deactivated account reachable again (#1262)

is_active=false read as "does not exist" on every read path but as "exists"
on the (company_id, account_number) unique constraint, so a deactivated
account vanished from the kontoplan with no way back and re-creating it
answered "Kontonummer X finns redan i din kontoplan."

The write side was already correct: POST /accounts/activate has a
toReactivate branch and PUT /accounts/[number] accepts is_active:true.
Both were simply unreachable, so this opens routes to them rather than
relaxing the read filters, which are load-bearing for
AccountsNotInChartError.

- Kontoplan gets a "Visa inaktiva" filter; inactive rows carry an "Inaktiv"
  chip and the existing per-row switch reactivates them in one click.
- Deactivating an account that has posted lines now warns first, using the
  usage count already loaded for the Verifikat column.
- POST /accounts distinguishes the two collisions and returns the new
  ACCOUNT_EXISTS_INACTIVE code; AddAccountDialog offers "Aktivera kontot
  istallet" rather than a dead-end 409. The stored account is left exactly
  as it was; values typed into the failed create form are not applied.
- bas-lookup consults the company's own chart before the static BAS
  reference, so a deactivated custom account reads as known and
  "Aktivera och bokfor" is no longer disabled for it. New in_chart /
  is_active fields let callers tell "will be added" from "will be revived".
- BAS-katalog stops showing "Aktiverat" for an account the company holds
  but has deactivated; it falls through to a relabelled Aktivera button,
  and the per-class counts follow.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(supplier-invoices): flag foreign 0 % lines with reverse charge switched off (#1255)

* fix(supplier-invoices): flag foreign 0 % lines with reverse charge switched off

A foreign supplier charging no Swedish VAT is normally omvand
skattskyldighet. With the reverse-charge switch off,
createSupplierInvoiceRegistrationEntry emits neither the 26x4 output leg nor
the 44xx/45xx basis lines, so ruta 20-24, 30-32 and 48 all stay empty and the
momsdeklaration takes a shape Skatteverket rejects. For a fully deductible
purchase the net moms att betala is unchanged, which is exactly why this goes
unnoticed. The form already auto-ticks reverse charge for eu_business but not
for non_eu_business, so that path slips through silently.

Adds a pure helper plus a non-blocking banner cloned from the existing
rc_account_warning block. Deliberately silent for swedish_business, where 0 %
is a genuine exemption that belongs in no ruta at all, and phrased as a
question rather than an assertion: a non-EU goods purchase cleared at customs
is legitimately 0 % without reverse charge, and pushing that user into
ticking the switch would manufacture a new wrong verifikat.

Does not add the exempt/import/other picker the issue proposes:
supplier_invoices.vat_treatment is metadata that no booking or ruta mapping
reads, and the codebase cannot book import VAT at all, so an import option
would imply ruta 50/60 were handled when they are not.

Refs #1042

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(supplier-invoices): name the local-VAT case in the foreign 0 % hint

Review flagged that the most common foreign document a Swedish small company
sees is an invoice carrying the supplier's OWN local VAT, booked at 0 %
Swedish VAT with reverse charge correctly off. The banner fires there, and
the previous copy only offered "momsfri av annat skal, till exempel en
varuimport" as the way out, which does not describe that invoice at all: it
is not VAT-free, it carries foreign VAT.

Names both legitimate cases explicitly and says 0 % is correct in them, so
the hint cannot read as an instruction to tick reverse charge on a purchase
where that would produce a wrong verifikat. Title also narrowed to "utan
svensk moms" for the same reason.

Refs #1042

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(sandbox): call the sandbox assistant Assistenten, not Anna (#1244)

A named persona earns its name once someone has been through onboarding and
chosen it: it is their assistant and they named it. Nobody in the sandbox chose
anything, so a first name reads as a character the product invented and implies
a relationship the visitor never opted into.

Both halves move together, which is the point. profile_summary is the agent's
own self-description inside the system prompt, so leaving it as "Du är Anna"
would have the header say one thing while the assistant introduces itself as
another in its first sentence. Nothing else in the stack checks that pairing,
so a test now does.

Scope: this changes the seed, so new sandbox companies get the new name. The
483 sandbox profiles already seeded keep 'Anna' (the seeder returns early once a
profile exists, and its caller only runs while verified_at is null). Backfilling
those is a production write on demo data and is being raised separately rather
than smuggled into a code change.

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>

* feat(reports): show the last posted voucher per series in report headers

Adds a "Senaste bokforda verifikat: A 214, B 37" line to the balans- and
resultatrapport, so a printed or exported report answers which vouchers are
actually in it rather than only which dates it spans (#1267).

Reads MAX(voucher_number) over posted entries, never
voucher_sequences.last_number. The sequence counter is an allocation
high-water mark that drifts from the books in both directions:
next_voucher_number burns a number when the follow-up insert fails,
delete_last_voucher decrements by one instead of resetting to the new MAX,
and pre-RPC SIE imports left it behind. Since the point of the line is
avstamning, an allocated number would send a reconciler chasing a gap that
does not exist, so the label says plainly that the number is the posted one.

Scoped to the report own date range, so a Q1 report printed in November says
something true about Q1. The balansrapport keeps the fiscal-year start as its
lower bound because it accumulates. Skipped on a dimension-filtered
resultatrapport: that report already discloses it is partial, and an
unfiltered voucher range beside a filtered result invites the wrong
conclusion.

Populated in both engines, so the JSON, PDF and XLSX routes all inherit it
without signature changes. Best-effort: a header nicety never breaks a
report. The pure formatter lives in its own module so the client view does
not pull the Supabase query path into the browser bundle. No new i18n keys;
both report views and the PDF template are hard-coded Swedish per the
"stays Swedish" report surfaces in .claude/rules/i18n.md.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(customers): stop rendering personnummer ciphertext, make unreadable rows editable, add a reveal path (#1263)

customers.personal_number holds AES-256-GCM ciphertext (20260726110000).
Three defects compounded into one broken surface for private customers.

The list queried Supabase from the browser with select('*') and rendered the
raw value, 76-82 chars of hex, into the nowrap identifier cell. It now reads
GET /api/customers, which already masks every row, so the ciphertext never
leaves the server. Searching by personnummer works again: the client filter
had been matching against ciphertext and could never hit.

A row whose value cannot be decrypted renders as the placeholder
'********-????'. None of the three mask checks recognised it, each having its
own '-1234'-only copy, so such a customer could not be edited in ANY field:
name and address edits 400'd on a personnummer the user had no way to
correct. All three now share one pattern from the new crypto-free
lib/customers/mask-personal-number.ts, which the client form can import.
Typing a fresh personnummer overwrites the unreadable value, which is the
only repair possible: the rejected writes failed whole INSERTs, so there is
nothing to backfill.

The value was write-only by construction. GET
/api/customers/{id}/personal-number is the deliberate drill-in, mirroring the
employee convention, gated on the write role because .compliance/ropa.yaml
listed no_full_value_read_endpoint as a safeguard for this column; that entry
is rewritten rather than left stale, and reveals log actor and customer id
but never the value.

Also: arcim-migration wrote the identity number as plaintext, which aborts
any import containing a Privatperson with 23514 since the constraint flip;
and the customer embeds on /api/invoices shipped ciphertext to the browser on
every invoice read.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat: enhance ruta 05 handling for dynamic revenue accounts

- Introduced `fetchDynamicRuta05Accounts` to fetch company-specific revenue accounts marked with a VAT rate, addressing issue #1261.
- Updated VAT declaration logic to include these dynamic accounts in ruta 05 calculations, ensuring accurate reporting for user-added accounts.
- Modified `ACCOUNT_RUTA` to include account 3000 for completeness in ruta 05.
- Enhanced tests to validate the inclusion of user-added revenue accounts in ruta 05 and ensure correct VAT calculations.
- Seeded default VAT rates for BAS revenue accounts to ensure proper classification in the VAT declaration.

* fix: enhance data handling and masking in customer and invoice APIs

* fix(vat): resolve the 3000 gruppkonto's rate for the ruta 05 base split

3000 "Forsaljning inom Sverige" is mapped to ruta05 by ACCOUNT_RUTA, so a
balance on it is filed in the right box already. What was missing is the
rate split: unlike 3001/3002/3003 the account number carries no sats, and
fetchDynamicRuta05Accounts skipped it because it is in ACCOUNT_TO_BOX. A
company posting to the gruppkonto therefore got a ruta 05 total that
breakdown.invoices.base25/12/6 did not add up to.

Surface those rates separately as staticRateByAccount: rate-only on
purpose, because the static map already sums the account and adding it to
the dynamic account list would double the filed figure. A test pins that
single-count property.

Also add 3000 to the MCP server's RUTA_05_ACCOUNTS, which is the display
list behind report.rutor.ruta05: without it a 3000 balance appeared in the
filed projection but not in the report the agent reads back.

The comment claiming SALES_OUTPUT_VAT_SHORTFALL reads base25/12/6 was
wrong and is corrected. That check derives its expected base from the
output-VAT rutor (ruta10/0.25 + ruta11/0.12 + ruta12/0.06); nothing reads
the per-rate bases, which are reporting metadata. So the incomplete split
never affected a filed return or a warning, only the breakdown.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: Jakob Wennberg <149234542+jakobwennberg@users.noreply.github.com>
2026-07-28 19:50:16 +02:00

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'use client'
import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
import { useRouter } from 'next/navigation'
import { useTranslations, useLocale } from 'next-intl'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Textarea } from '@/components/ui/textarea'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter } from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { ToastAction } from '@/components/ui/toast'
import { Plus, Trash2, AlertTriangle, Loader2, Lock, CalendarPlus, Eraser, Tags, BookmarkPlus } from 'lucide-react'
import { Badge } from '@/components/ui/badge'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import LineDimensionFields from '@/components/dimensions/LineDimensionFields'
import { loadBasCatalog, type CatalogAccount } from '@/lib/bookkeeping/bas-catalog-client'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
import { sourceTypeForTemplateCategory } from '@/lib/bookkeeping/template-source-type'
import { TemplateForm } from '@/components/settings/TemplateForm'
import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
import { AddAccountDialog } from '@/components/bookkeeping/AddAccountDialog'
import DuplicateBookingDialog, { type DuplicateMatchTransaction } from '@/components/transactions/DuplicateBookingDialog'
import { Skeleton } from '@/components/ui/skeleton'
import {
useSubmitWithAccountActivation,
throwOnStructuredError,
} from '@/lib/hooks/use-submit-with-account-activation'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import {
linkDocuments,
formatFailedDocumentNames,
type DocumentLinkFailure,
} from '@/lib/documents/link-documents'
import { formatCurrency } from '@/lib/utils'
import { roundOre } from '@/lib/money'
import { formatVoucher, resolveDefaultSeriesForSource } from '@/lib/bookkeeping/voucher-series-resolver'
import { resolveFxLineSlot } from '@/lib/bookkeeping/fx-line-slot'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import { useCompany } from '@/contexts/CompanyContext'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency, BookingTemplateLibrary, BookingTemplateCategory } from '@/types'
import type { BookedDuplicateCandidate } from '@/lib/transactions/booking-duplicate-detection'
const CURRENCIES: { value: Currency; label: string }[] = [
{ value: 'SEK', label: 'SEK' },
{ value: 'EUR', label: 'EUR' },
{ value: 'USD', label: 'USD' },
{ value: 'GBP', label: 'GBP' },
{ value: 'NOK', label: 'NOK' },
{ value: 'DKK', label: 'DKK' },
]
export interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
line_description: string
currency?: string
amount_in_currency?: number
exchange_rate?: number
/** Pass-through only (set via API/MCP, never edited in this form): edit
* mode replaces all lines, so dropping it would strip the stored code. */
tax_code?: string | null
/** SIE dimension map {sie_dim_no: object_code}, e.g. {"1":"KS01","6":"P001"}. */
dimensions?: Record<string, string>
}
interface Props {
onCreated?: () => void
onEntryCreated?: (entryId: string) => void
initialLines?: FormLine[]
initialDate?: string
initialDescription?: string
initialNotes?: string
initialVoucherSeries?: string
sourceType?: JournalEntrySourceType
sourceId?: string
submitUrl?: string
embedded?: boolean
/** Render without the Card chrome (e.g. inside a dialog) but keep the full
* non-embedded field set (series, notes, documents, voucher hint). */
bare?: boolean
/** Edit an existing DRAFT in place: the form PATCHes this entry instead of
* creating a new one. Only the draft's header + lines are updated. */
editEntryId?: string
/** Edit mode: hydrate the currency picker + FX fields from the stored draft
* so a foreign-currency draft is not displayed (and resaved) as SEK. */
initialCurrency?: Currency
initialExchangeRate?: number
initialForeignAmount?: number
/** Fired after a successful draft edit (editEntryId path). */
onUpdated?: () => void
/** The bank transaction being booked (set by TransactionBookingDialog).
* Enables the duplicate guard's "Matcha mot verifikatet" action for
* ledger-only voucher candidates. */
duplicateMatchTransaction?: DuplicateMatchTransaction
/** Fired after the duplicate guard's match action links the transaction to
* the existing voucher (no new entry was created). */
onDuplicateMatched?: (journalEntryId: string) => void
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
export default function JournalEntryForm({
onCreated,
onEntryCreated,
initialLines,
initialDate,
initialDescription,
initialNotes,
initialVoucherSeries,
sourceType,
sourceId,
submitUrl,
embedded,
bare,
editEntryId,
initialCurrency,
initialExchangeRate,
initialForeignAmount,
onUpdated,
duplicateMatchTransaction,
onDuplicateMatched,
}: Props) {
const { canWrite } = useCanWrite()
const { toast } = useToast()
const router = useRouter()
const { company } = useCompany()
const t = useTranslations('journal_form')
// Reused only for the bilingual entity-type labels the shared TemplateForm
// expects (matches BookingTemplatesPanel); the form itself already pulls its
// copy from this namespace.
const tTpl = useTranslations('settings_booking_templates')
const locale = useLocale()
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
const [description, setDescription] = useState(initialDescription ?? '')
const [notes, setNotes] = useState(initialNotes ?? '')
const [showNotes, setShowNotes] = useState(false)
// Dimension tagging (kostnadsställe/projekt). The affordances render only
// when company_settings.dimensions_enabled: a UI-visibility gate; lines
// that already carry dimensions (e.g. a draft being edited) still round-trip
// untouched when the toggle is off.
const [dimensionsEnabled, setDimensionsEnabled] = useState(false)
const [showDims, setShowDims] = useState(false)
// Header-level default dims ("gäller alla rader"). The per-row maps on
// `lines` are the ONE source of truth: this state only drives the header
// comboboxes; setHeaderDimension writes the default through to the rows.
const [headerDims, setHeaderDims] = useState<Record<string, string>>({})
// Which row's dimension popover is open (desktop table), and its container
// for the outside-click close.
const [dimPopoverRow, setDimPopoverRow] = useState<number | null>(null)
const dimPopoverRef = useRef<HTMLDivElement | null>(null)
const [lines, setLines] = useState<FormLine[]>(
initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
)
const [voucherSeries, setVoucherSeries] = useState(initialVoucherSeries ?? 'A')
// The source_type the entry will be committed with. Seeded from the prop
// (undefined -> 'manual' for the standalone form). Applying a booking template
// whose category maps to a dedicated source type (e.g. VAT -> vat_settlement)
// flips this so the entry lands in that type's configured voucher series.
const [effectiveSourceType, setEffectiveSourceType] = useState<JournalEntrySourceType>(
sourceType ?? 'manual',
)
// Cache of the company's series config so template routing can re-resolve the
// default series without re-fetching /api/settings. Populated by the settings
// effect below.
const seriesMapRef = useRef<Record<string, string> | null>(null)
const defaultSeriesRef = useRef<string>('A')
// Mirror of effectiveSourceType for the settings-fetch callback: if a template
// routed the source type before /api/settings resolved, the late callback must
// re-apply the series for the ROUTED type, not the mount-time base (otherwise
// the entry submits as vat_settlement in the manual series).
const effectiveSourceTypeRef = useRef<JournalEntrySourceType>(sourceType ?? 'manual')
const [nextVoucherNumber, setNextVoucherNumber] = useState<number | null>(null)
const [isSubmitting, setIsSubmitting] = useState(false)
// Booking-time duplicate guard (TRANSACTION_BOOK_POSSIBLE_DUPLICATE): the
// /book endpoint flags an already-booked sibling sharing date+amount+account.
// Surface it and let the user book anyway. The override is bound to the
// reviewed candidate via a ref the next submit reads: force is sent ONLY on
// that retry, never on a normal submit or to the manual journal-entry endpoint.
const [duplicateCandidate, setDuplicateCandidate] = useState<BookedDuplicateCandidate | null>(null)
const forceDuplicateRef = useRef<{ force: true; expected_duplicate_journal_entry_id: string } | null>(null)
const [showReview, setShowReview] = useState(false)
const [isSavingDraft, setIsSavingDraft] = useState(false)
const saveAsDraftRef = useRef(false)
const [showNoDocWarning, setShowNoDocWarning] = useState(false)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
// Full BAS catalogue (static reference data, fetched once per session). Lets
// the account picker surface standard accounts the company hasn't activated
// yet; picking one activates it at commit via the existing rail.
const [catalog, setCatalog] = useState<CatalogAccount[]>([])
const [entryCurrency, setEntryCurrency] = useState<Currency>(initialCurrency ?? 'SEK')
const [exchangeRate, setExchangeRate] = useState(initialExchangeRate != null ? String(initialExchangeRate) : '')
const [isFetchingRate, setIsFetchingRate] = useState(false)
const [foreignAmount, setForeignAmount] = useState(initialForeignAmount != null ? String(initialForeignAmount) : '')
const [periodMismatch, setPeriodMismatch] = useState<'no_period' | 'wrong_period' | null>(null)
const [showCreatePeriod, setShowCreatePeriod] = useState(false)
const [showClearConfirm, setShowClearConfirm] = useState(false)
// "Spara som mall": derive a reusable template from the current kontering and
// hand it to the shared TemplateForm (create mode). Amounts become ratios/VAT
// rates so the mall re-computes when applied to a fresh amount later.
const [showSaveTemplate, setShowSaveTemplate] = useState(false)
// Month (YYYY-MM) of the most recently posted voucher this session. Used to
// flag, at the review step, when the user is about to book into a different
// month: guards against accidentally posting to the wrong month.
const [lastPostedMonth, setLastPostedMonth] = useState<string | null>(null)
// Per-account saldo as of entryDate, keyed by account_number.
// undefined = not fetched, null = fetch in flight.
const [accountBalances, setAccountBalances] = useState<Record<string, number | null>>({})
// Inline account-creation: which line triggered the dialog, and what the
// user typed in the combobox so we can prefill the dialog.
const [creatingAccountForLine, setCreatingAccountForLine] = useState<number | null>(null)
const [createAccountPrefill, setCreateAccountPrefill] = useState<string>('')
// Per-row refs to the account/debit/credit inputs so the keyboard flow can
// advance focus with Enter: konto → debet → kredit → nästa rads konto. Two
// layouts render simultaneously (mobile cards + desktop table); we focus
// whichever one is actually visible.
const desktopAccountRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileAccountRefs = useRef<(HTMLInputElement | null)[]>([])
const desktopDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const desktopCreditRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileCreditRefs = useRef<(HTMLInputElement | null)[]>([])
// Confirm button in the inline (bare) review, focused on open so Enter posts.
const bareConfirmRef = useRef<HTMLButtonElement>(null)
const isForeign = entryCurrency !== 'SEK'
const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
const hasContent = description !== '' || notes !== '' ||
lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
uploadedFiles.length > 0
useUnsavedChanges(hasContent)
async function fetchPeriods() {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
const fetched: FiscalPeriod[] = data || []
setPeriods(fetched)
// Auto-select period matching the current entry date
const match = fetched.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else if (fetched.length > 0) {
setSelectedPeriod(fetched[0].id)
setPeriodMismatch('no_period')
}
}
async function fetchAccounts() {
const res = await fetch('/api/bookkeeping/accounts')
const { data } = await res.json()
setAccounts(data || [])
}
// Resolve + set the default voucher series for a source type from the cached
// company config: prefer the per-source-type mapping, fall back to the legacy
// default_voucher_series, then to 'A'. Reads refs (stable), so it can run both
// on load and when template application changes the source type.
const applySeriesForSourceType = useCallback((st: JournalEntrySourceType) => {
const perSource = resolveDefaultSeriesForSource(seriesMapRef.current, st)
setVoucherSeries(perSource !== 'A' ? perSource : defaultSeriesRef.current || 'A')
}, [])
useEffect(() => {
fetchPeriods()
fetchAccounts()
loadBasCatalog().then(setCatalog).catch(() => {/* search degrades to the active chart */})
// Company settings power two things here: dimensions_enabled gates the
// tagging affordances (all modes, incl. the TransactionBookingDialog
// embed), and the default voucher series seeds the standalone form:
// prefer the per-source-type mapping when present; fall back to the legacy
// default_voucher_series, then to 'A'. In edit mode the draft's own series
// is pre-filled: never override it from the company defaults.
fetch('/api/settings').then(r => r.json()).then(({ data }) => {
if (!data) return
setDimensionsEnabled(data.dimensions_enabled === true)
seriesMapRef.current =
(data.default_voucher_series_per_source_type as Record<string, string> | null) ?? null
defaultSeriesRef.current = data.default_voucher_series || 'A'
if (!embedded && !editEntryId) {
applySeriesForSourceType(effectiveSourceTypeRef.current)
}
}).catch(() => {/* keep 'A' + hidden dimension affordances */})
}, [embedded, sourceType, editEntryId, applySeriesForSourceType])
// Auto-select period when entry date changes
useEffect(() => {
if (periods.length === 0) return
const match = periods.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else {
setPeriodMismatch('no_period')
}
}, [entryDate, periods])
// Preview the upcoming voucher number for the selected period + series.
// Read-only hint; the actual number is reserved atomically at commit time,
// so this may shift by one if another entry lands first.
useEffect(() => {
if (embedded || !selectedPeriod || !voucherSeries) {
setNextVoucherNumber(null)
return
}
let cancelled = false
const qs = new URLSearchParams({ period_id: selectedPeriod, series: voucherSeries })
fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
.then((r) => (r.ok ? r.json() : null))
.then((body) => {
if (cancelled) return
const next = body?.data?.next
setNextVoucherNumber(typeof next === 'number' ? next : null)
})
.catch(() => {
if (!cancelled) setNextVoucherNumber(null)
})
return () => {
cancelled = true
}
}, [embedded, selectedPeriod, voucherSeries])
// Fetch exchange rate from Riksbanken when currency changes
const fetchRate = useCallback(async (currency: Currency) => {
if (currency === 'SEK') return
setIsFetchingRate(true)
try {
const res = await fetch(`/api/currency/rate?currency=${currency}&date=${entryDate}`)
if (res.ok) {
const { data } = await res.json()
if (data?.rate) {
setExchangeRate(String(data.rate))
}
}
} catch {
// Non-critical: user can enter rate manually
} finally {
setIsFetchingRate(false)
}
}, [entryDate])
// Edit mode hydrates the draft's STORED rate: the mount-time fetch must not
// replace it with today's rate, or a text-only edit would silently save a
// different FX rate. Fetch only after the user changes currency (or date).
const skipInitialRateFetch = useRef(initialExchangeRate != null)
useEffect(() => {
if (entryCurrency !== 'SEK') {
if (skipInitialRateFetch.current) {
skipInitialRateFetch.current = false
return
}
fetchRate(entryCurrency)
}
}, [entryCurrency, fetchRate])
// Stable key of selected account numbers across all lines, sorted + deduped.
// Only valid 4-digit BAS account numbers are included.
const accountsKey = useMemo(
() =>
Array.from(
new Set(lines.map((l) => l.account_number).filter((a) => /^\d{4}$/.test(a)))
)
.sort()
.join(','),
[lines]
)
// Fetch per-account saldo as of entryDate for the accounts currently on the
// form. The fetched value is always "saldo before this entry"; the render
// layer adds the typed draft amounts on top (draftDeltas) so the column
// shows where the account is heading.
useEffect(() => {
if (!accountsKey) {
setAccountBalances({})
return
}
const accountList = accountsKey.split(',')
// Carry forward any previously-known balances for these accounts so the
// value doesn't blank out on re-fetch; mark genuinely new accounts as
// loading (null).
setAccountBalances((prev) => {
const next: Record<string, number | null> = {}
for (const a of accountList) next[a] = a in prev ? prev[a] : null
return next
})
let cancelled = false
const handle = setTimeout(async () => {
try {
const qs = new URLSearchParams({ accounts: accountsKey, as_of: entryDate })
const res = await fetch(`/api/bookkeeping/account-balances?${qs}`)
if (!res.ok) {
// 4xx (e.g. future entryDate rejected by Zod) or 5xx: collapse the
// loading skeleton so the column doesn't get stuck. Saldo is a
// reference value, not authoritative: showing 0 here is preferable
// to an indefinite spinner.
if (cancelled) return
setAccountBalances((prev) => {
const next = { ...prev }
for (const a of accountList) {
if (next[a] == null) next[a] = 0
}
return next
})
return
}
const body = (await res.json()) as {
data: Array<{ account_number: string; balance: number }>
}
if (cancelled) return
setAccountBalances((prev) => {
const next = { ...prev }
for (const row of body.data) next[row.account_number] = row.balance
return next
})
} catch {
// Reference value: failure is non-fatal, just leave previous state.
}
}, 150)
return () => {
cancelled = true
clearTimeout(handle)
}
}, [accountsKey, entryDate])
// What the typed-but-unposted rows would do to each account's saldo. The
// /account-balances convention is debit-positive for every class, so
// delta = debit - credit encodes direction without needing the account type:
// rendering "before -> after" gives instant feedback on whether the chosen
// side increases or decreases the account.
const draftDeltas = useMemo(() => {
const deltas: Record<string, number> = {}
for (const l of lines) {
if (!/^\d{4}$/.test(l.account_number)) continue
const delta = (parseFloat(l.debit_amount) || 0) - (parseFloat(l.credit_amount) || 0)
if (delta === 0) continue
deltas[l.account_number] = roundOre((deltas[l.account_number] ?? 0) + delta)
}
return deltas
}, [lines])
// New rows inherit the current header default (a row without a per-row
// override follows the header (see setHeaderDimension).
const makeBlankLine = useCallback(
(): FormLine =>
Object.keys(headerDims).length > 0
? { ...BLANK_LINE, dimensions: { ...headerDims } }
: { ...BLANK_LINE },
[headerDims]
)
const addLine = () => {
setLines([...lines, makeBlankLine()])
}
const removeLine = (index: number) => {
if (lines.length <= 2) return
setLines(lines.filter((_, i) => i !== index))
// Keep the open dimension popover attached to the same row after the splice.
setDimPopoverRow((r) => (r === null ? r : r === index ? null : r > index ? r - 1 : r))
}
/**
* Header default write-through. Inheritance rule: a row inherits dimension
* `dimNo` iff its current value equals the previous header default (unset
* counts as equal to an unset default). Inheriting rows follow the change
* (including clearing); rows whose value differs are per-row overrides and
* are left untouched. A row explicitly set to the same code as the header is
* indistinguishable from an inherited one and follows later header changes
* by design: the per-row maps stay the single source of truth.
*/
const setHeaderDimension = (dimNo: string, code: string | null) => {
const prev = headerDims[dimNo]
const next = code?.trim() || undefined
setHeaderDims((h) => {
const out = { ...h }
if (next) out[dimNo] = next
else delete out[dimNo]
return out
})
setLines((ls) =>
ls.map((l) => {
if (l.dimensions?.[dimNo] !== prev) return l // per-row override: keep
const dims = { ...(l.dimensions ?? {}) }
if (next) dims[dimNo] = next
else delete dims[dimNo]
return { ...l, dimensions: Object.keys(dims).length > 0 ? dims : undefined }
})
)
}
const updateLineDimension = (index: number, dimNo: string, code: string | null) => {
setLines((ls) =>
ls.map((l, i) => {
if (i !== index) return l
const dims = { ...(l.dimensions ?? {}) }
const trimmed = code?.trim()
if (trimmed) dims[dimNo] = trimmed
else delete dims[dimNo]
return { ...l, dimensions: Object.keys(dims).length > 0 ? dims : undefined }
})
)
}
// Compact per-row display, e.g. "KS01 · P001" (dim number order).
const compactDims = (dims: Record<string, string>) =>
Object.entries(dims)
.filter(([, v]) => v)
.sort(([a], [b]) => Number(a) - Number(b))
.map(([, v]) => v)
.join(' · ')
// Close the row dimension popover on outside click (same pattern as the
// comboboxes' own dropdowns; their option clicks preventDefault so a
// selection never counts as outside).
useEffect(() => {
if (dimPopoverRow === null) return
function handlePointerDown(e: MouseEvent | TouchEvent) {
if (dimPopoverRef.current && !dimPopoverRef.current.contains(e.target as Node)) {
setDimPopoverRow(null)
}
}
document.addEventListener('mousedown', handlePointerDown)
document.addEventListener('touchstart', handlePointerDown)
return () => {
document.removeEventListener('mousedown', handlePointerDown)
document.removeEventListener('touchstart', handlePointerDown)
}
}, [dimPopoverRow])
const updateLine = (index: number, field: keyof FormLine, value: string) => {
const updated = [...lines]
updated[index] = { ...updated[index], [field]: value }
// If entering debit, clear credit and vice versa
if (field === 'debit_amount' && value) {
updated[index].credit_amount = ''
} else if (field === 'credit_amount' && value) {
updated[index].debit_amount = ''
}
// Auto-fill line description from account name when selecting an account.
// NOTE: we intentionally do NOT auto-fill a balancing amount here: that was
// surprising when splitting across several lines. The balancing amount is
// now opt-in via double-clicking a debit/credit field (handleFillBalance).
if (field === 'account_number' && value) {
// Fall back to the BAS catalogue so the description still auto-fills when
// the chosen account isn't in the active chart yet.
const account =
accounts.find((a) => a.account_number === value) ??
catalog.find((a) => a.account_number === value)
if (account) {
updated[index].line_description = account.account_name
// Fortnox-style: seed the verifikationstext from the first row's account
// when the user hasn't typed one yet. Non-destructive: never overwrites.
if (index === 0 && !description.trim()) {
setDescription(account.account_name)
}
}
}
setLines(updated)
}
// Outstanding imbalance from every line except `excludeIndex`.
// Positive => debit side is short (a debit on the target row balances it);
// negative => credit side is short.
const computeBalancingDiff = useCallback(
(excludeIndex: number) => {
const others = lines.filter((_, i) => i !== excludeIndex)
const d = others.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const c = others.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
return Math.round((c - d) * 100) / 100
},
[lines]
)
// Opt-in balancing: double-click a debit/credit field to fill the amount that
// makes the voucher balance. No-op if already balanced or if the balancing
// entry belongs on the other side.
const handleFillBalance = (index: number, side: 'debit' | 'credit') => {
const diff = computeBalancingDiff(index)
const fill = side === 'debit' ? diff : -diff
if (fill <= 0) return
updateLine(index, side === 'debit' ? 'debit_amount' : 'credit_amount', fill.toFixed(2))
}
// Move focus to a row's input. Deferred a frame so it runs after any
// re-render (e.g. the auto-appended trailing row). offsetParent is null for
// display:none elements, so this picks whichever layout is currently visible.
const focusRowInput = useCallback(
(
desktop: React.RefObject<(HTMLInputElement | null)[]>,
mobile: React.RefObject<(HTMLInputElement | null)[]>,
index: number
) => {
requestAnimationFrame(() => {
const d = desktop.current?.[index]
const m = mobile.current?.[index]
const target = d && d.offsetParent !== null ? d : m && m.offsetParent !== null ? m : (d ?? m)
target?.focus()
target?.select?.()
})
},
[]
)
const focusAccount = useCallback(
(index: number) => focusRowInput(desktopAccountRefs, mobileAccountRefs, index),
[focusRowInput]
)
const focusDebit = useCallback(
(index: number) => focusRowInput(desktopDebitRefs, mobileDebitRefs, index),
[focusRowInput]
)
const focusCredit = useCallback(
(index: number) => focusRowInput(desktopCreditRefs, mobileCreditRefs, index),
[focusRowInput]
)
// Keep exactly one trailing blank row so the user never has to click "Lägg
// till rad": once the last row is started (account or amount), append a fresh
// blank below it. Applies uniformly to typed, templated and copied lines.
// The guard lives inside the functional updater so chained updates see each
// other's result, making it idempotent and safe under StrictMode's dev-only
// double-invoke (no runaway append, no double blank row).
useEffect(() => {
setLines((prev) => {
const last = prev[prev.length - 1]
if (!last) return prev
const trailingBlank =
last.account_number === '' && last.debit_amount === '' && last.credit_amount === ''
return trailingBlank ? prev : [...prev, makeBlankLine()]
})
}, [lines, makeBlankLine])
// Inline (bare) review: move focus to the confirm button when it opens so
// Enter posts: parity with the ConfirmationDialog's autoFocusConfirm.
useEffect(() => {
if (bare && showReview) {
requestAnimationFrame(() => bareConfirmRef.current?.focus())
}
}, [bare, showReview])
// Only lines with both an account and a non-zero amount end up in the submit
// payload (see the filter in handleConfirm). Compute totals and balance from
// those same lines so the enable-gate matches what the API will actually see.
const submittableLines = lines.filter((l) => {
const d = parseFloat(l.debit_amount) || 0
const c = parseFloat(l.credit_amount) || 0
return !!l.account_number && (d > 0 || c > 0)
})
const incompleteLineCount = lines.filter((l) => {
const d = parseFloat(l.debit_amount) || 0
const c = parseFloat(l.credit_amount) || 0
const hasAmount = d > 0 || c > 0
const hasAccount = !!l.account_number
// Row counts as incomplete if exactly one of (account, amount) is present.
return hasAccount !== hasAmount
}).length
const totalDebit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const totalCredit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const isBalanced =
Math.round((totalDebit - totalCredit) * 100) === 0
&& totalDebit > 0
&& submittableLines.length >= 2
&& incompleteLineCount === 0
// Account number → BAS name, so derived template lines get meaningful labels.
const accountNameMap = useMemo(
() => Object.fromEntries(catalog.map((a) => [a.account_number, a.account_name])),
[catalog],
)
// Template lines derived from the current kontering. Fewer than two usable
// lines (a 4-digit account + an amount) disables "Spara som mall".
const derivedTemplateLines = useMemo(
() => deriveTemplateLinesFromBooking(lines, accountNameMap),
[lines, accountNameMap],
)
const rate = parseFloat(exchangeRate) || 0
// If user has manually entered a foreign amount, use that; otherwise derive from SEK total
const parsedForeignInput = parseFloat(foreignAmount) || 0
const computedForeignAmount = isForeign && rate > 0
? (parsedForeignInput > 0
? parsedForeignInput
: (totalDebit > 0 ? Math.round(totalDebit / rate * 100) / 100 : 0))
: 0
// The expected SEK equivalent based on foreign amount × rate
const computedSekAmount = isForeign && rate > 0 && computedForeignAmount > 0
? Math.round(computedForeignAmount * rate * 100) / 100
: 0
// Month/period safety signals surfaced at the review step (not as a blocking
// dialog on every date change (that would add friction to routine entry).
const monthLabel = useCallback(
(ym: string) => {
const [y, m] = ym.split('-').map(Number)
if (!y || !m) return ym
return new Date(y, m - 1, 1).toLocaleDateString(locale === 'en' ? 'en-GB' : 'sv-SE', {
month: 'long',
year: 'numeric',
})
},
[locale]
)
const entryMonth = entryDate.slice(0, 7)
const monthChanged = lastPostedMonth != null && entryMonth !== lastPostedMonth
const selectedPeriodObj = periods.find((p) => p.id === selectedPeriod)
const selectedPeriodLocked = !!(selectedPeriodObj?.locked_at || selectedPeriodObj?.is_closed)
const handleTemplateApply = (
templateLines: FormLine[],
templateDescription: string,
category?: BookingTemplateCategory,
) => {
setLines(templateLines)
if (!description) setDescription(templateDescription)
// Route templates whose category maps to a dedicated source type (VAT ->
// vat_settlement) so the entry books into that type's configured series.
// Create mode only: embedded/edit keep their caller-provided source type.
// Non-mapped categories fall back to the form's base source type, which
// also reverts a prior VAT routing if the user swaps templates.
if (!embedded && !editEntryId) {
const base = sourceType ?? 'manual'
const routed = sourceTypeForTemplateCategory(category) ?? base
if (routed !== effectiveSourceType) {
setEffectiveSourceType(routed)
effectiveSourceTypeRef.current = routed
applySeriesForSourceType(routed)
}
}
}
// Wipe the form back to a blank entry. Mirrors the post-submit reset: it
// clears the data the user typed (lines, description, note, attachments,
// currency) but keeps the contextual defaults (period, date) so the form is
// immediately ready for the next entry. Template-routed source type does NOT
// survive a clear: the next entry is hand-typed, and a sticky vat_settlement
// would tag it into the moms series and skip the manual-entry underlag
// tracking. Posted entries are immutable, so that mistag is storno-only.
const handleClearAll = () => {
setDescription('')
setNotes('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setHeaderDims({})
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
if (!embedded && !editEntryId) {
const base = sourceType ?? 'manual'
if (base !== effectiveSourceType) {
setEffectiveSourceType(base)
effectiveSourceTypeRef.current = base
applySeriesForSourceType(base)
}
}
}
const handleOpenCreateAccount = (lineIndex: number, prefill: string) => {
setCreatingAccountForLine(lineIndex)
setCreateAccountPrefill(prefill)
}
// After a new account is created, refresh the chart, auto-select it on the
// line that initiated the create, and close the dialog. All other form
// state is preserved: we never navigate away from the form.
//
// Only the number is required: the dialog also reaches here after
// reactivating an existing account, where the rest of the row is whatever
// the company already had stored and is picked up by fetchAccounts.
const handleAccountCreated = async (account: { account_number: string }) => {
await fetchAccounts()
if (creatingAccountForLine != null) {
updateLine(creatingAccountForLine, 'account_number', account.account_number)
}
setCreatingAccountForLine(null)
setCreateAccountPrefill('')
}
const handleReview = () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
if (!embedded && !bare && !hasDocuments) {
setShowNoDocWarning(true)
return
}
setShowReview(true)
}
// Whether an Enter should open the review: mirrors the review button's
// enable gate exactly, so Enter never submits something the button wouldn't.
const canSubmitReview = () =>
isBalanced &&
!!description &&
!!selectedPeriod &&
!periodMismatch &&
!isUploading &&
canWrite &&
!isSubmitting &&
!isSavingDraft
// Enter anywhere in the form = "Granska & skapa": opens the review exactly as
// the button does, from any field. Navigation is Tab's job. Two Enter
// exceptions stay intact: the account combobox (it calls preventDefault to
// select the highlighted account (we skip when defaultPrevented) and the
// internal-note textarea (newlines). The inline review owns its own Enter.
const handleFormKeyDown = (e: React.KeyboardEvent<HTMLDivElement>) => {
if (e.key !== 'Enter') return
if (e.defaultPrevented || showReview) return
if ((e.target as HTMLElement).tagName === 'TEXTAREA') return
e.preventDefault()
if (canSubmitReview()) handleReview()
}
// Enter-to-advance inside the konteringsrader: konto → debet → kredit →
// nästa rads konto. Navigation only fires while the entry is NOT
// submittable: once the voucher balances, Enter falls through to the
// form-level handler above and opens the review instead, so a single Enter
// never both moves focus and submits.
const handleAmountKeyDown =
(index: number, side: 'debit' | 'credit') =>
(e: React.KeyboardEvent<HTMLInputElement>) => {
if (e.key !== 'Enter' || canSubmitReview()) return
e.preventDefault()
// An amount on this side finishes the row (debit clears credit and vice
// versa) → jump to the next row's account. An empty debit means the row
// books on the credit side → hop across first.
if (side === 'debit' && !(parseFloat(lines[index].debit_amount) > 0)) {
focusCredit(index)
} else {
focusAccount(index + 1)
}
}
// Enter in a radbeskrivning continues to that row's amount.
const handleLineDescKeyDown =
(index: number) => (e: React.KeyboardEvent<HTMLInputElement>) => {
if (e.key !== 'Enter' || canSubmitReview()) return
e.preventDefault()
focusDebit(index)
}
// Enter in the verifikationstext drops into the first row still missing an
// account, so the top-to-bottom keyboard flow never needs the mouse.
const handleHeaderDescKeyDown = (e: React.KeyboardEvent<HTMLInputElement>) => {
if (e.key !== 'Enter' || canSubmitReview()) return
const idx = lines.findIndex((l) => !l.account_number)
if (idx === -1) return
e.preventDefault()
focusAccount(idx)
}
// Inner submit: builds payload, POSTs, throws a structured error on failure
// (so the activation hook can intercept ACCOUNTS_NOT_IN_CHART).
const postJournalEntry = useCallback(async () => {
const submittableLines = lines.filter(
(l) => l.account_number && (l.debit_amount || l.credit_amount)
)
// PRE-PASS: decide which single line carries the entry's FX metadata BEFORE
// any line is built, so the answer cannot depend on line order. Deciding
// inside the map meant the "already applied" latch only closed once the
// loop had reached a hydrated FX line, so an agent-created EUR draft edited
// here could end up with TWO lines claiming the same foreign amount; and
// the old test (first account starting with '19') picked the SEK leg of a
// EUR/SEK växling and dropped the metadata entirely on entries with no 19xx
// line at all. lib/bookkeeping/fx-line-slot.ts states the rule.
const fxSlot = resolveFxLineSlot(
submittableLines.map((l) => ({
account_number: l.account_number,
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
currency: l.currency,
})),
{ entryCurrency, exchangeRate: rate, foreignAmount: computedForeignAmount }
)
if (fxSlot.kind === 'unplaceable') {
// `journal_entries` has no currency or exchange_rate column: a rate that
// is not written onto a line is unrecoverable, and the verifikat would
// post looking as if it had always been in SEK. Refuse instead, before
// anything is sent, and say which rader are involved.
const messageKey =
fxSlot.reason === 'ambiguous'
? 'fx_unplaceable_ambiguous'
: fxSlot.reason === 'currency_conflict'
? 'fx_unplaceable_currency_conflict'
: 'fx_unplaceable_no_carrier'
const message = t(messageKey, {
currency: entryCurrency,
amount: computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 }),
rate: rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 }),
accounts: fxSlot.accounts.join(', '),
lineCurrency: fxSlot.lineCurrency ?? '',
})
throw Object.assign(new Error(message), { body: { error: { message } }, status: 400 })
}
const entryLines: CreateJournalEntryLineInput[] = submittableLines.map((l, index) => {
const base: CreateJournalEntryLineInput = {
account_number: l.account_number,
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
line_description: l.line_description || undefined,
}
if (l.dimensions) {
const dims = Object.fromEntries(
Object.entries(l.dimensions).filter(([, v]) => typeof v === 'string' && v.trim() !== '')
)
if (Object.keys(dims).length > 0) base.dimensions = dims
}
if (l.tax_code) base.tax_code = l.tax_code
if (l.currency) {
// The line speaks for itself (hydrated draft, agent-created entry).
base.currency = l.currency
if (l.amount_in_currency != null) base.amount_in_currency = l.amount_in_currency
if (l.exchange_rate != null) base.exchange_rate = l.exchange_rate
} else if (fxSlot.kind === 'slot' && fxSlot.index === index) {
base.currency = entryCurrency
base.amount_in_currency = computedForeignAmount
base.exchange_rate = rate
}
return base
})
const baseUrl = submitUrl ?? '/api/bookkeeping/journal-entries'
// Edit mode PATCHes the draft in place; create mode POSTs (with ?as_draft
// when saving a draft rather than posting).
const url = editEntryId
? `${baseUrl}/${editEntryId}`
: saveAsDraftRef.current
? `${baseUrl}?as_draft=true`
: baseUrl
const res = await fetch(url, {
method: editEntryId ? 'PATCH' : 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
fiscal_period_id: selectedPeriod,
entry_date: entryDate,
description,
source_type: effectiveSourceType,
source_id: sourceId,
voucher_series: voucherSeries || 'A',
notes: notes || undefined,
lines: entryLines,
// Set only when retrying past the booking-time duplicate guard (see
// handleBookAnyway). Stripped by schemas that don't declare it, so a
// stray value never reaches the manual journal-entry endpoint.
...(forceDuplicateRef.current ?? {}),
}),
})
return (await throwOnStructuredError(res)) as { data?: { id?: string; voucher_series?: string; voucher_number?: number }; journal_entry_id?: string }
}, [lines, rate, entryCurrency, computedForeignAmount, t, submitUrl, editEntryId, selectedPeriod, entryDate, description, effectiveSourceType, sourceId, voucherSeries, notes])
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
useSubmitWithAccountActivation(postJournalEntry)
// Attach the uploaded underlag to the entry that was just written. BFL 5 kap
// 7 § requires the verifikation to reference its underlag and BFL 7 kap
// requires that underlag to be archived with it, but the entry is already
// committed when this runs: a failed link cannot be rolled back, only
// reported. Files that did not attach are KEPT in the upload zone (clearing
// them would erase the user's only pointer to the underlag they believed
// was filed); the ones that attached are dropped.
const linkUploadedDocuments = async (
journalEntryId: string | undefined,
): Promise<DocumentLinkFailure[]> => {
const targets = uploadedFiles
.filter((f) => f.status === 'uploaded' && f.id)
.map((f) => ({ documentId: f.id as string, fileName: f.fileName }))
if (targets.length === 0) {
setUploadedFiles([])
return []
}
if (!journalEntryId) {
// No id came back, so there is nothing to link to: report it as a
// failure rather than clearing the files behind a success toast.
return targets.map((target) => ({
documentId: target.documentId,
fileName: target.fileName ?? null,
status: 0,
code: null,
reason: null,
}))
}
const { failed } = await linkDocuments(targets, journalEntryId)
if (failed.length === 0) {
setUploadedFiles([])
return []
}
const failedIds = new Set(failed.map((f) => f.documentId))
setUploadedFiles((prev) => prev.filter((f) => f.id != null && failedIds.has(f.id)))
return failed
}
const handleConfirm = async () => {
setIsSubmitting(true)
saveAsDraftRef.current = false
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
const voucher = formatVoucher(result.data ?? {})
const linkFailures = await linkUploadedDocuments(journalEntryId)
if (linkFailures.length > 0) {
// The verifikat exists but its underlag does not: say exactly that.
// Never the plain "Verifikation skapad", which would leave the user
// believing the receipt is on the books.
toast({
title: t('toast_created_missing_docs_title'),
description: t('toast_created_missing_docs_description', {
voucher,
count: linkFailures.length,
files: formatFailedDocumentNames(linkFailures),
}),
variant: 'destructive',
action: journalEntryId ? (
<ToastAction
altText={t('toast_open_entry')}
onClick={() => router.push(`/bookkeeping/${journalEntryId}`)}
>
{t('toast_open_entry')}
</ToastAction>
) : undefined,
})
} else {
toast({
title: t('toast_created_title'),
description: t('toast_created_description', { voucher }),
})
}
setLastPostedMonth(entryDate.slice(0, 7))
setShowReview(false)
setDescription('')
setNotes('')
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setHeaderDims({})
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// User dismissed the activation dialog: no toast needed
} else {
const anyErr = err as {
body?: { error?: { code?: string; details?: { candidate?: BookedDuplicateCandidate } } }
status?: number
}
const candidate = anyErr.body?.error?.details?.candidate
if (anyErr.body?.error?.code === 'TRANSACTION_BOOK_POSSIBLE_DUPLICATE' && candidate) {
// Soft duplicate guard fired: don't dead-end on a toast that merely
// says "book anyway". Open the dialog so the user can review the
// existing verifikat or confirm. handleBookAnyway re-submits with
// force bound to this candidate.
setDuplicateCandidate(candidate)
} else {
toast({
title: t('toast_create_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
}
} finally {
setIsSubmitting(false)
}
}
// Retry the booking past the duplicate guard. force is bound to the reviewed
// candidate via the ref; cleared afterwards so a later normal submit can't
// inherit it. handleConfirm runs its full success path (toast, reset,
// onEntryCreated) exactly as a first-try booking would.
const handleBookAnyway = async () => {
const candidate = duplicateCandidate
if (!candidate) return
forceDuplicateRef.current = {
force: true,
// Bind on the voucher id: present on both a sibling-transaction candidate
// and a ledger-only voucher candidate (which has no transaction_id).
expected_duplicate_journal_entry_id: candidate.journal_entry_id,
}
setDuplicateCandidate(null)
try {
await handleConfirm()
} finally {
forceDuplicateRef.current = null
}
}
const handleSaveDraft = async () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
setIsSavingDraft(true)
saveAsDraftRef.current = true
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
const linkFailures = await linkUploadedDocuments(journalEntryId)
if (linkFailures.length > 0) {
// Same rule as the posted path: the draft was saved, the underlag was
// not attached, and the user is told which files are missing.
toast({
title: t('toast_draft_missing_docs_title'),
description: t('toast_draft_missing_docs_description', {
count: linkFailures.length,
files: formatFailedDocumentNames(linkFailures),
}),
variant: 'destructive',
action: journalEntryId ? (
<ToastAction
altText={t('toast_open_entry')}
onClick={() => router.push(`/bookkeeping/${journalEntryId}`)}
>
{t('toast_open_entry')}
</ToastAction>
) : undefined,
})
} else {
toast({
title: t('toast_draft_saved_title'),
description: t('toast_draft_saved_description'),
})
}
setDescription('')
setNotes('')
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setHeaderDims({})
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// Activation dialog dismissed: silent
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: t('toast_save_draft_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
} finally {
saveAsDraftRef.current = false
setIsSavingDraft(false)
}
}
// Edit an existing draft: PATCH in place (postJournalEntry routes to the
// editEntryId URL) and keep it a draft. No field reset: the host dialog
// closes on success via onUpdated.
const handleSaveEdit = async () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
setIsSavingDraft(true)
try {
await runSubmit()
toast({
title: t('toast_updated_title'),
description: t('toast_updated_description'),
})
onUpdated?.()
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// Activation dialog dismissed: silent
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: t('toast_update_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
} finally {
setIsSavingDraft(false)
}
}
// Inline review for the modal (bare): swap the form body to a read-only
// summary instead of stacking a second dialog over the form dialog. The
// no-underlag caveat folds in here so there's a single confirm step.
const reviewPanel = (
<div
className="space-y-4"
// The host dialog swallows Escape (accidental-close guard), so Escape
// here is free to mean "back to the form": keyboard mirror of ←.
onKeyDown={(e) => {
if (e.key === 'Escape' && !isSubmitting) {
e.stopPropagation()
setShowReview(false)
}
}}
>
<div className="flex items-center justify-between gap-2">
<button
type="button"
onClick={() => setShowReview(false)}
className="text-sm text-muted-foreground hover:text-foreground transition-colors"
>
← {t('review_back')}
</button>
<span className="font-display text-lg">
{nextVoucherNumber != null
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
: t('review_title')}
</span>
</div>
{(monthChanged || selectedPeriodLocked) && (
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
{monthChanged && (
<p className="font-medium">
{t('review_month_changed', { prev: monthLabel(lastPostedMonth as string), current: monthLabel(entryMonth) })}
</p>
)}
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
</div>
</div>
)}
{uploadedFiles.filter((f) => f.status === 'uploaded').length === 0 && (
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3 text-sm text-warning-foreground">
<AlertTriangle className="h-5 w-5 mt-0.5 shrink-0" />
<p>{t('no_doc_body')}</p>
</div>
)}
<JournalEntryReviewContent
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
entryDate={entryDate}
description={description}
notes={notes || undefined}
voucherSeries={voucherSeries}
lines={lines}
totalDebit={totalDebit}
totalCredit={totalCredit}
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
showBalanceBadge
hideDate={false}
/>
<div className="flex justify-end gap-2 pt-2 border-t">
<Button variant="outline" onClick={() => setShowReview(false)} disabled={isSubmitting}>
{t('review_back')}
</Button>
<Button ref={bareConfirmRef} onClick={handleConfirm} disabled={isSubmitting}>
{isSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{/* No underlag attached → explicit acknowledgement, equivalent to the
blocking "Bokför utan underlag" dialog in the non-bare flow (BFL
5 kap 6-7 §§). With a document it's the normal create label. */}
{uploadedFiles.some((f) => f.status === 'uploaded')
? t('review_confirm')
: t('no_doc_confirm')}
</Button>
</div>
</div>
)
const formContent = (
<div className="space-y-4" onKeyDown={handleFormKeyDown}>
{bare && showReview ? reviewPanel : (
<>
{/* Verifikat metadata: compact bar on top (Fortnox-style). Date, series
and period are pre-filled; the period derives from the date. The
konteringsrader below are the focus. */}
<div className="rounded-lg border bg-muted/20 p-3 space-y-3">
<div className="grid gap-3 grid-cols-1 sm:grid-cols-[1fr_2fr_auto]">
{!(embedded && initialDate) && (
<div>
<Label className="text-xs text-muted-foreground">{t('date')}</Label>
<Input
type="date"
value={entryDate}
onChange={(e) => setEntryDate(e.target.value)}
className="mt-1 h-8"
/>
</div>
)}
<div>
<Label className="text-xs text-muted-foreground">{t('description')}</Label>
<Input
value={description}
onChange={(e) => setDescription(e.target.value)}
onKeyDown={handleHeaderDescKeyDown}
placeholder={t('description_placeholder')}
className="mt-1 h-8"
/>
</div>
{!embedded && (
<div className="w-16">
<Label className="text-xs text-muted-foreground">{t('series')}</Label>
<Input
value={voucherSeries}
onChange={(e) => {
const v = e.target.value.toUpperCase().replace(/[^A-Z]/g, '').slice(-1)
setVoucherSeries(v)
}}
onFocus={(e) => {
const target = e.target
setTimeout(() => target.select(), 0)
}}
onBlur={() => {
if (!voucherSeries) setVoucherSeries('A')
}}
className="mt-1 h-8 text-center font-mono"
maxLength={1}
/>
</div>
)}
</div>
<div className="flex flex-wrap items-center gap-x-4 gap-y-2 text-xs">
{embedded ? (
<div className="flex items-center gap-2">
<Label className="text-xs text-muted-foreground">{t('fiscal_year')}</Label>
<Select value={selectedPeriod} onValueChange={setSelectedPeriod}>
<SelectTrigger className="h-7 w-auto text-xs">
<SelectValue placeholder={t('fiscal_year_placeholder')} />
</SelectTrigger>
<SelectContent>
{periods.map((p) => (
<SelectItem key={p.id} value={p.id}>{p.name}</SelectItem>
))}
</SelectContent>
</Select>
</div>
) : (
selectedPeriodObj && (
<span className="text-muted-foreground">
{t('fiscal_year')}:{' '}
<span className="text-foreground">{selectedPeriodObj.name}</span>
{nextVoucherNumber != null && (
<span className="ml-2 font-mono text-foreground">
{voucherSeries}{nextVoucherNumber}
</span>
)}
</span>
)
)}
<div className="flex items-center gap-2">
<Label className="text-xs text-muted-foreground">{t('currency')}</Label>
<Select value={entryCurrency} onValueChange={(v) => {
setEntryCurrency(v as Currency)
if (v === 'SEK') {
setExchangeRate('')
setForeignAmount('')
}
}}>
<SelectTrigger className="h-7 w-20 text-xs">
<SelectValue />
</SelectTrigger>
<SelectContent>
{CURRENCIES.map((c) => (
<SelectItem key={c.value} value={c.value}>{c.label}</SelectItem>
))}
</SelectContent>
</Select>
</div>
{!embedded && !showNotes && !notes && (
<button
type="button"
onClick={() => setShowNotes(true)}
className="text-muted-foreground hover:text-foreground transition-colors"
>
+ {t('internal_note')}
</button>
)}
{dimensionsEnabled && !showDims && (
<button
type="button"
onClick={() => setShowDims(true)}
className="text-muted-foreground hover:text-foreground transition-colors"
>
+ {t('add_dimensions')}
</button>
)}
</div>
{isForeign && (
<div className="flex flex-wrap items-end gap-3">
<div className="w-40">
<Label className="text-xs text-muted-foreground">
{t('exchange_rate_label', { currency: entryCurrency })}
</Label>
<div className="relative mt-1">
<Input
type="number"
value={exchangeRate}
onChange={(e) => setExchangeRate(e.target.value)}
placeholder="0,0000"
className="h-8 pr-8"
step="0.0001"
min="0"
/>
{isFetchingRate && (
<Loader2 className="absolute right-2 top-1.5 h-4 w-4 animate-spin text-muted-foreground" />
)}
</div>
</div>
<div className="w-40">
<Label className="text-xs text-muted-foreground">
{t('amount_in_currency_label', { currency: entryCurrency })}
</Label>
<Input
type="number"
value={foreignAmount || (computedForeignAmount > 0 && !parsedForeignInput ? computedForeignAmount.toFixed(2) : '')}
onChange={(e) => setForeignAmount(e.target.value)}
placeholder="0,00"
className="mt-1 h-8"
step="0.01"
min="0"
/>
</div>
{rate > 0 && computedForeignAmount > 0 && (
<p className="text-xs text-muted-foreground pb-1">
{computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} {entryCurrency} × {rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 })} = {computedSekAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
</p>
)}
</div>
)}
{!embedded && (showNotes || notes) && (
<div>
<Label className="text-xs text-muted-foreground">
{t('internal_note')}{' '}
<span className="font-normal">{t('internal_note_optional')}</span>
</Label>
<Textarea
value={notes}
onChange={(e) => setNotes(e.target.value)}
placeholder={t('internal_note_placeholder')}
className="mt-1 resize-none"
rows={2}
maxLength={2000}
/>
</div>
)}
{/* Header default dims: writes through to all rows without a per-row
override (see setHeaderDimension for the inheritance rule). */}
{dimensionsEnabled && showDims && (
<div className="max-w-md space-y-1">
<LineDimensionFields
dimensions={headerDims}
onChange={setHeaderDimension}
inputClassName="h-8"
/>
<p className="text-xs text-muted-foreground">{t('dimensions_apply_all_hint')}</p>
</div>
)}
{periodMismatch === 'no_period' && (
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground">
<p className="font-medium">{t('no_period_warning', { date: entryDate })}</p>
<p className="mt-0.5">{t('no_period_help')}</p>
</div>
<Button
variant="outline"
size="sm"
onClick={() => setShowCreatePeriod(true)}
className="shrink-0"
>
<CalendarPlus className="h-3.5 w-3.5 mr-1.5" />
{t('create_period')}
</Button>
</div>
)}
</div>
{/* Entry lines: mobile cards */}
<div className="sm:hidden space-y-3">
{lines.map((line, index) => (
<div key={index} className="rounded-lg border bg-card p-3 space-y-2">
<div className="flex items-start gap-2">
<div className="flex-1">
<AccountCombobox
value={line.account_number}
accounts={accounts}
catalog={catalog}
notActivatedLabel={t('account_not_activated')}
onChange={(num) => updateLine(index, 'account_number', num)}
onCommit={() => focusDebit(index)}
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
inputRef={(el) => { mobileAccountRefs.current[index] = el }}
/>
</div>
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px] shrink-0 -mr-1 -mt-1"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
onKeyDown={handleLineDescKeyDown(index)}
placeholder={t('line_description_placeholder')}
/>
<div className="grid grid-cols-2 gap-2">
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('col_debit')}</Label>
<Input
ref={(el) => { mobileDebitRefs.current[index] = el }}
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
onKeyDown={handleAmountKeyDown(index, 'debit')}
onDoubleClick={() => handleFillBalance(index, 'debit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right"
inputMode="decimal"
min="0"
step="0.01"
/>
</div>
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('col_credit')}</Label>
<Input
ref={(el) => { mobileCreditRefs.current[index] = el }}
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
onKeyDown={handleAmountKeyDown(index, 'credit')}
onDoubleClick={() => handleFillBalance(index, 'credit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right"
inputMode="decimal"
min="0"
step="0.01"
/>
</div>
</div>
{dimensionsEnabled && (
<LineDimensionFields
dimensions={line.dimensions}
onChange={(dimNo, code) => updateLineDimension(index, dimNo, code)}
/>
)}
{/^\d{4}$/.test(line.account_number) && (
<div className="flex justify-end text-xs text-muted-foreground tabular-nums pt-0.5">
{accountBalances[line.account_number] === null || accountBalances[line.account_number] === undefined ? (
<Skeleton className="h-3 w-20" />
) : (
(() => {
const bal = accountBalances[line.account_number] as number
const delta = draftDeltas[line.account_number]
if (!delta) {
return (
<span>
{t('saldo_label')} {formatCurrency(bal)}
</span>
)
}
const after = roundOre(bal + delta)
return (
<span>
{t('saldo_label')} {formatCurrency(bal)}{' '}
<span className="text-foreground">→ {formatCurrency(after)}</span>
</span>
)
})()
)}
</div>
)}
</div>
))}
{/* Mobile totals */}
<div className="flex justify-between items-center px-1 pt-2 font-semibold text-sm">
<span>{t('sum')}</span>
<div className="flex gap-4">
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
{t('sum_d', { amount: totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
</span>
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
{t('sum_k', { amount: totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
</span>
</div>
</div>
<div className="flex gap-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
className="flex-1"
>
<Plus className="h-3 w-3 mr-1" />
{t('add_line')}
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
<Button
variant="outline"
size="sm"
onClick={() => setShowSaveTemplate(true)}
disabled={derivedTemplateLines.length < 2}
title={derivedTemplateLines.length < 2 ? t('save_template_disabled_hint') : undefined}
>
<BookmarkPlus className="h-3 w-3 mr-1" />
{t('save_as_template')}
</Button>
</div>
</div>
{/* Entry lines: desktop table */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
<tr className="border-b text-left">
<th className="py-2 w-28">{t('col_account')}</th>
<th className="py-2 px-1">{t('col_description')}</th>
<th className="py-2 w-32 px-1 text-right">{t('col_debit')}</th>
<th className="py-2 w-32 px-1 text-right">{t('col_credit')}</th>
<th className="py-2 w-28 px-1 text-right">{t('col_saldo')}</th>
<th className="py-2 w-10"></th>
</tr>
</thead>
<tbody>
{lines.map((line, index) => (
<tr key={index} className="border-b">
<td className="py-1.5">
<AccountCombobox
value={line.account_number}
accounts={accounts}
catalog={catalog}
notActivatedLabel={t('account_not_activated')}
onChange={(num) => updateLine(index, 'account_number', num)}
onCommit={() => focusDebit(index)}
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
inputRef={(el) => { desktopAccountRefs.current[index] = el }}
className="h-8"
/>
</td>
<td className="py-1.5 px-1">
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
onKeyDown={handleLineDescKeyDown(index)}
placeholder={t('line_description_placeholder')}
className="h-8"
/>
{line.dimensions &&
Object.keys(line.dimensions).length > 0 &&
(line.account_number || line.debit_amount || line.credit_amount) && (
<Badge variant="outline" className="mt-1 font-mono text-[11px] font-normal">
{compactDims(line.dimensions)}
</Badge>
)}
</td>
<td className="py-1.5 px-1">
<Input
ref={(el) => { desktopDebitRefs.current[index] = el }}
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
onKeyDown={handleAmountKeyDown(index, 'debit')}
onDoubleClick={() => handleFillBalance(index, 'debit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right h-8"
inputMode="decimal"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1">
<Input
ref={(el) => { desktopCreditRefs.current[index] = el }}
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
onKeyDown={handleAmountKeyDown(index, 'credit')}
onDoubleClick={() => handleFillBalance(index, 'credit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right h-8"
inputMode="decimal"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1 text-right tabular-nums text-muted-foreground">
{(() => {
if (!/^\d{4}$/.test(line.account_number)) return null
const bal = accountBalances[line.account_number]
if (bal === null || bal === undefined) {
return <Skeleton className="h-4 w-20 ml-auto" />
}
const delta = draftDeltas[line.account_number]
if (!delta) return formatCurrency(bal)
const after = roundOre(bal + delta)
return (
<span className="inline-flex flex-col items-end leading-tight">
<span className="text-[11px]">{formatCurrency(bal)}</span>
<span className="text-foreground">→ {formatCurrency(after)}</span>
</span>
)
})()}
</td>
<td className="py-1.5">
<div className="flex items-center justify-end">
{dimensionsEnabled && (
<div
className="relative"
ref={dimPopoverRow === index ? dimPopoverRef : undefined}
>
<Button
variant="ghost"
size="sm"
onClick={() => setDimPopoverRow(dimPopoverRow === index ? null : index)}
className={`h-8 w-8 p-0 min-h-[44px] min-w-[44px] ${
line.dimensions && Object.keys(line.dimensions).length > 0
? 'text-foreground'
: 'text-muted-foreground'
}`}
aria-label={t('row_dimensions_aria')}
aria-expanded={dimPopoverRow === index}
title={t('row_dimensions_aria')}
>
<Tags className="h-3.5 w-3.5" />
</Button>
{dimPopoverRow === index && (
<div
className="absolute right-0 top-full z-50 mt-1 w-64 rounded-md border bg-card p-3 shadow-md"
onKeyDown={(e) => {
// The comboboxes preventDefault their own Escape
// (closing their dropdown): only an unhandled
// Escape closes the popover.
if (e.key === 'Escape' && !e.defaultPrevented) {
e.preventDefault()
e.stopPropagation()
setDimPopoverRow(null)
}
}}
>
<LineDimensionFields
stacked
dimensions={line.dimensions}
onChange={(dimNo, code) => updateLineDimension(index, dimNo, code)}
inputClassName="h-8"
/>
</div>
)}
</div>
)}
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px]"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="font-semibold">
<td colSpan={2} className="py-2 px-1">
{t('sum')}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-success' : 'text-destructive'
}`}
>
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-success' : 'text-destructive'
}`}
>
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td></td>
<td></td>
</tr>
</tfoot>
</table>
<div className="flex gap-2 mt-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
>
<Plus className="h-3 w-3 mr-1" />
{t('add_line')}
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
<Button
variant="outline"
size="sm"
onClick={() => setShowSaveTemplate(true)}
disabled={derivedTemplateLines.length < 2}
title={derivedTemplateLines.length < 2 ? t('save_template_disabled_hint') : undefined}
>
<BookmarkPlus className="h-3 w-3 mr-1" />
{t('save_as_template')}
</Button>
</div>
<p className="mt-1.5 text-xs text-muted-foreground">
{t('fill_balance_hint')} {t('keyboard_hint')}
</p>
</div>
{/* Document attachments: hidden when editing a draft; underlag is
managed from the verifikat detail page (JournalEntryAttachments). */}
{!embedded && !editEntryId && (
<div>
<Label className="mb-2 block">{t('attachments_label')}</Label>
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
/>
</div>
)}
{!isBalanced && totalDebit > 0 && (
<p className="text-sm text-destructive">
{t('difference', { amount: formatCurrency(Math.abs(totalDebit - totalCredit)) })}
</p>
)}
<div className="flex flex-col items-end gap-1">
<div className="flex gap-2">
{editEntryId ? (
<Button
onClick={handleSaveEdit}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : undefined}
>
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('save_edit')}
</Button>
) : (
<>
{!embedded && (
<Button
variant="ghost"
onClick={() => setShowClearConfirm(true)}
disabled={!hasContent || isSubmitting || isSavingDraft}
title={t('clear_all_tooltip')}
>
<Eraser className="mr-2 h-4 w-4" />
{t('clear_all')}
</Button>
)}
{/* Draft-saving rides on ?as_draft=true, which only the standard
journal-entries endpoint honors. A custom submitUrl (e.g. the
bank-transaction /book route) ignores the flag and commits a
numbered voucher, so the draft button must not render there. */}
{!submitUrl && (
<Button
variant="outline"
onClick={handleSaveDraft}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : t('save_draft_tooltip')}
>
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('save_draft')}
</Button>
)}
<Button
onClick={handleReview}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : undefined}
>
{!canWrite && <Lock className="mr-2 h-4 w-4" />}
{t('review_and_create')}
</Button>
</>
)}
</div>
{(!description || !selectedPeriod || isUploading || periodMismatch || incompleteLineCount > 0 || (!isBalanced && submittableLines.length < 2)) && (
<div className="text-xs text-muted-foreground space-y-0.5 text-right">
{!description && <p>{t('validation_description')}</p>}
{!selectedPeriod && <p>{t('validation_period')}</p>}
{periodMismatch === 'no_period' && <p>{t('validation_no_matching_period')}</p>}
{isUploading && <p>{t('validation_uploading')}</p>}
{incompleteLineCount > 0 && (
<p>{t('validation_incomplete_lines')}</p>
)}
{submittableLines.length < 2 && incompleteLineCount === 0 && (
<p>{t('validation_min_lines')}</p>
)}
</div>
)}
</div>
</>
)}
{/* Save the current kontering as a reusable template. Amounts are stored
as ratios of the total, so the user picks a fresh amount when applying
the mall later. The shared TemplateForm re-seeds from the derived lines
each time the dialog opens (Radix unmounts its content when closed). */}
<Dialog open={showSaveTemplate} onOpenChange={setShowSaveTemplate}>
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>{t('save_template_dialog_title')}</DialogTitle>
<DialogDescription>{t('save_template_dialog_description')}</DialogDescription>
</DialogHeader>
{showSaveTemplate && (
<TemplateForm
mode="create"
entityLabels={{
all: tTpl('entity_all'),
enskild_firma: tTpl('entity_enskild_firma'),
aktiebolag: tTpl('entity_aktiebolag'),
}}
initialTemplate={{
id: '',
company_id: null,
team_id: null,
created_by: null,
name: description.trim(),
description: '',
category: 'other',
entity_type: company?.entity_type ?? 'all',
lines: derivedTemplateLines,
is_system: false,
is_active: true,
created_at: '',
updated_at: '',
} satisfies BookingTemplateLibrary}
onSaved={() => setShowSaveTemplate(false)}
/>
)}
</DialogContent>
</Dialog>
<ActivateAccountsDialog
open={activationDialog.open}
accountNumbers={activationDialog.accountNumbers}
onConfirm={confirmActivation}
onCancel={cancelActivation}
onCreateUnknown={(num) => {
cancelActivation()
const lineIndex = lines.findIndex((l) => l.account_number === num)
setCreatingAccountForLine(lineIndex >= 0 ? lineIndex : null)
setCreateAccountPrefill(num)
}}
/>
<AddAccountDialog
open={creatingAccountForLine != null}
onOpenChange={(next) => {
if (!next) {
setCreatingAccountForLine(null)
setCreateAccountPrefill('')
}
}}
initialAccountNumber={/^\d{1,4}$/.test(createAccountPrefill) ? createAccountPrefill : undefined}
initialAccountName={/^\d{1,4}$/.test(createAccountPrefill) ? undefined : createAccountPrefill}
onCreated={handleAccountCreated}
/>
<ConfirmationDialog
open={showReview && !bare}
onOpenChange={setShowReview}
onConfirm={handleConfirm}
isSubmitting={isSubmitting}
autoFocusConfirm
title={
!embedded && nextVoucherNumber != null
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
: t('review_title')
}
warningText={embedded ? '' : t('review_warning')}
>
{(monthChanged || selectedPeriodLocked) && (
<div className="mb-4 flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
{monthChanged && (
<p className="font-medium">
{t('review_month_changed', {
prev: monthLabel(lastPostedMonth as string),
current: monthLabel(entryMonth),
})}
</p>
)}
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
</div>
</div>
)}
<JournalEntryReviewContent
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
entryDate={entryDate}
description={description}
notes={notes || undefined}
voucherSeries={!embedded ? voucherSeries : undefined}
lines={lines}
totalDebit={totalDebit}
totalCredit={totalCredit}
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
showBalanceBadge={!embedded}
hideDate={!!embedded}
/>
</ConfirmationDialog>
{/* Warning dialog when no documents attached */}
<ConfirmationDialog
open={showNoDocWarning && !bare}
onOpenChange={setShowNoDocWarning}
onConfirm={() => {
setShowNoDocWarning(false)
setShowReview(true)
}}
isSubmitting={false}
autoFocusConfirm
title={t('no_doc_dialog_title')}
warningText={t('no_doc_dialog_warning')}
confirmLabel={t('no_doc_confirm')}
>
<div className="text-sm text-muted-foreground">
{t('no_doc_body')}
</div>
</ConfirmationDialog>
<CreatePeriodDialog
open={showCreatePeriod}
onOpenChange={setShowCreatePeriod}
entryDate={entryDate}
periods={periods}
onCreated={fetchPeriods}
/>
{/* Clear-all confirmation */}
<Dialog open={showClearConfirm} onOpenChange={setShowClearConfirm}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>{t('clear_all_confirm_title')}</DialogTitle>
<DialogDescription>{t('clear_all_confirm_body')}</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button variant="outline" onClick={() => setShowClearConfirm(false)}>
{t('clear_all_cancel')}
</Button>
<Button
variant="destructive"
onClick={() => {
handleClearAll()
setShowClearConfirm(false)
}}
>
<Eraser className="mr-2 h-4 w-4" />
{t('clear_all_confirm')}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
<DuplicateBookingDialog
candidate={duplicateCandidate}
processing={isSubmitting}
onCancel={() => setDuplicateCandidate(null)}
onBookAnyway={handleBookAnyway}
matchTransaction={duplicateMatchTransaction ?? null}
onMatched={
onDuplicateMatched
? (_transactionId, journalEntryId) => {
setDuplicateCandidate(null)
onDuplicateMatched(journalEntryId)
}
: undefined
}
/>
</div>
)
if (embedded || bare) {
return formContent
}
return (
<Card>
<CardHeader>
<CardTitle>{t('card_title')}</CardTitle>
</CardHeader>
<CardContent>
{formContent}
</CardContent>
</Card>
)
}