* feat(booking-templates): per-company opt-in hiding of system templates Users cannot delete or hide the 26 standard konteringspaket, which clutter the settings panel and every template picker. Deletion stays off the table (shared global rows); instead a company can now hide individual system templates for itself only. - New booking_template_hidden table (insert=hide, delete=unhide), RLS gated on active company + write role; nothing hidden by default - POST/DELETE /api/settings/booking-templates/[id]/hide (system templates only; company/team templates keep their real delete path) - List route decorates rows with per-company is_hidden; pickers filter them out; the settings panel shows hidden ones in a collapsed restore section so hiding is never silent - Classified in full-archive-export exclusions (UI preference, not rakenskapsinformation) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL * fix(booking-templates): idempotent re-hide, system-only RLS insert, hidden filter in bulk-book Skeptic + CodeRabbit findings on #2004, one pass: - hide upsert now passes ignoreDuplicates (DO NOTHING): the table has no UPDATE policy on purpose, so the DO UPDATE conflict arm turned a concurrent re-hide into an RLS 42501/500; pg test pins the conflict shape - bth_insert policy additionally requires the referenced template to be an active system template (migration is unmerged, edited in place); negative pg test for company templates - BulkBookDialog excludes templates hidden by the company (was reading the table directly and ignoring hides) - panel shows the failure toast when the hide/unhide fetch itself rejects - picker category chips built from the hidden-filtered list Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
252 lines
9.8 KiB
TypeScript
252 lines
9.8 KiB
TypeScript
'use client'
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import { useState, useEffect, useMemo } from 'react'
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import { useBookingTemplates } from '@/lib/reference-data/hooks'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { useToast } from '@/components/ui/use-toast'
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import {
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Dialog,
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DialogContent,
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DialogHeader,
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DialogTitle,
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DialogTrigger,
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} from '@/components/ui/dialog'
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import { BookOpen, Search, Building2, Users, Globe } from 'lucide-react'
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import { TEMPLATE_CATEGORY_LABELS, SCOPE_LABELS, getTemplateScope, applyTemplate } from '@/lib/bookkeeping/template-library'
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import type { BookingTemplateCategory, EntityType } from '@/types'
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import type { FormLine } from '@/components/bookkeeping/JournalEntryForm'
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interface Props {
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onApply: (lines: FormLine[], description: string, category?: BookingTemplateCategory) => void
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entityType?: EntityType
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/** Prefill the "total amount" field when the caller already knows it (e.g.
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* booking from an underlag with a known total). The user can still edit it. */
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defaultAmount?: number
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}
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const SCOPE_ICONS = {
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system: Globe,
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team: Users,
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company: Building2,
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} as const
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export default function BookingTemplatePicker({ onApply, entityType, defaultAmount }: Props) {
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const { toast } = useToast()
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const [open, setOpen] = useState(false)
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// Session-cached (lib/reference-data): the list is there on the first
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// open and reopening costs no request; writes in the settings panel
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// invalidate it.
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const { templates, isLoading, error: templatesError } = useBookingTemplates()
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const [search, setSearch] = useState('')
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const [selectedCategory, setSelectedCategory] = useState<BookingTemplateCategory | 'all'>('all')
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const [amount, setAmount] = useState('')
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const [selectedId, setSelectedId] = useState<string | null>(null)
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// Prefill the amount from the caller's known total each time the picker
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// opens. Only when provided: callers without a known amount (e.g. the
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// journal-entry form) keep the blank-then-type behaviour.
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useEffect(() => {
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if (open && defaultAmount != null && defaultAmount > 0) {
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setAmount(String(Math.round(defaultAmount * 100) / 100))
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}
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}, [open, defaultAmount])
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useEffect(() => {
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if (open && templatesError) toast({ title: 'Kunde inte hämta mallar', variant: 'destructive' })
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}, [open, templatesError, toast])
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const filtered = useMemo(() => {
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// Templates hidden for this company (opt-in via the settings panel)
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// never surface in the picker; only settings shows them, for restore.
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let result = templates.filter((t) => !t.is_hidden)
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// Filter by entity type
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if (entityType) {
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result = result.filter((t) => t.entity_type === 'all' || t.entity_type === entityType)
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}
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// Filter by category
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if (selectedCategory !== 'all') {
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result = result.filter((t) => t.category === selectedCategory)
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}
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// Filter by search
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if (search) {
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const lower = search.toLowerCase()
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result = result.filter(
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(t) =>
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t.name.toLowerCase().includes(lower) ||
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t.description.toLowerCase().includes(lower),
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)
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}
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return result
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}, [templates, entityType, selectedCategory, search])
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// Unique categories present in visible templates. Built from the
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// hidden-filtered list so a category whose templates are all hidden does
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// not render a chip that can only ever match nothing.
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const availableCategories = useMemo(() => {
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const cats = new Set(templates.filter((t) => !t.is_hidden).map((t) => t.category))
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return Array.from(cats).sort()
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}, [templates])
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const selected = selectedId ? templates.find((t) => t.id === selectedId) : null
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function handleApply() {
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if (!selected) return
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const totalAmount = parseFloat(amount)
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if (!totalAmount || totalAmount <= 0) {
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toast({ title: 'Ange belopp', description: 'Ange ett belopp för att använda mallen.', variant: 'destructive' })
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return
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}
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const lines = applyTemplate(selected.lines, totalAmount)
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// Fire-and-forget MRU bump so this template surfaces at the top next time.
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fetch(`/api/settings/booking-templates/${selected.id}/touch`, { method: 'POST' }).catch(() => {})
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onApply(lines, selected.name, selected.category)
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setOpen(false)
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setSelectedId(null)
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setAmount('')
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setSearch('')
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}
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return (
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<Dialog open={open} onOpenChange={setOpen}>
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<DialogTrigger asChild>
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<Button variant="outline" size="sm" type="button">
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<BookOpen className="h-3.5 w-3.5 mr-1.5" />
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Använd mall
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</Button>
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</DialogTrigger>
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<DialogContent className="max-w-2xl max-h-[80vh] flex flex-col">
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<DialogHeader>
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<DialogTitle>Bokföringsmallar</DialogTitle>
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</DialogHeader>
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{/* Search + category filter */}
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<div className="flex flex-col gap-3">
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<div className="relative">
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<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
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<Input
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value={search}
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onChange={(e) => setSearch(e.target.value)}
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placeholder="Sök mall..."
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className="pl-9"
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autoFocus
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/>
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</div>
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<div className="flex gap-1 flex-wrap">
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<Button
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variant={selectedCategory === 'all' ? 'default' : 'outline'}
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size="sm"
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onClick={() => setSelectedCategory('all')}
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type="button"
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>
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Alla
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</Button>
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{availableCategories.map((cat) => (
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<Button
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key={cat}
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variant={selectedCategory === cat ? 'default' : 'outline'}
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size="sm"
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onClick={() => setSelectedCategory(cat as BookingTemplateCategory)}
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type="button"
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>
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{TEMPLATE_CATEGORY_LABELS[cat as BookingTemplateCategory]}
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</Button>
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))}
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</div>
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</div>
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{/* Template list */}
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<div className="flex-1 overflow-y-auto space-y-1 min-h-0">
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{isLoading ? (
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<p className="text-sm text-muted-foreground py-8 text-center">Laddar mallar...</p>
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) : filtered.length === 0 ? (
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<p className="text-sm text-muted-foreground py-8 text-center">Inga mallar hittades.</p>
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) : (
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filtered.map((t) => {
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const scope = getTemplateScope(t)
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const ScopeIcon = SCOPE_ICONS[scope]
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const isSelected = selectedId === t.id
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return (
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<button
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key={t.id}
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type="button"
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onClick={() => setSelectedId(isSelected ? null : t.id)}
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className={`w-full text-left rounded-lg border p-3 transition-colors ${
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isSelected
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? 'border-primary bg-primary/5'
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: 'border-border hover:border-primary/40 hover:bg-muted/50'
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}`}
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>
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<div className="flex items-start justify-between gap-2">
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<div className="flex-1 min-w-0">
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<div className="font-medium text-sm">{t.name}</div>
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<div className="flex items-center gap-1 text-[11px] text-muted-foreground mt-0.5">
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<ScopeIcon className="h-3 w-3 shrink-0" />
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<span>
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{SCOPE_LABELS[scope]}
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{t.entity_type !== 'all' &&
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` · ${t.entity_type === 'enskild_firma' ? 'EF' : 'AB'}`}
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</span>
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</div>
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{t.description && (
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<p className="text-xs text-muted-foreground mt-0.5 line-clamp-2">
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{t.description}
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</p>
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)}
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</div>
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</div>
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{/* Show lines preview when selected */}
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{isSelected && (
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<div className="mt-2 pt-2 border-t space-y-1">
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{t.lines.map((line, i) => (
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<div key={i} className="flex items-center gap-2 text-xs font-mono text-muted-foreground">
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<span className="w-10">{line.account}</span>
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<span className="flex-1 truncate">{line.label}</span>
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<span className={line.side === 'debit' ? 'text-foreground' : ''}>
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{line.side === 'debit' ? (line.type === 'vat' && line.vat_rate ? `${(line.vat_rate * 100).toFixed(0)}% moms` : 'D') : ''}
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</span>
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<span className={line.side === 'credit' ? 'text-foreground' : ''}>
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{line.side === 'credit' ? (line.type === 'vat' && line.vat_rate ? `${(line.vat_rate * 100).toFixed(0)}% moms` : 'K') : ''}
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</span>
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</div>
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))}
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</div>
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)}
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</button>
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)
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})
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)}
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</div>
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{/* Apply section */}
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{selected && (
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<div className="flex items-end gap-3 pt-3 border-t">
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<div className="flex-1">
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<label className="text-xs font-medium text-muted-foreground mb-1 block">
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Totalt belopp (inkl. moms)
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</label>
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<Input
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type="number"
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value={amount}
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onChange={(e) => setAmount(e.target.value)}
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placeholder="0,00"
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min="0"
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step="0.01"
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inputMode="decimal"
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autoFocus
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/>
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</div>
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<Button onClick={handleApply} type="button">
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Använd mall
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</Button>
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</div>
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)}
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</DialogContent>
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</Dialog>
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)
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}
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