Files
accounted/components/bookkeeping/year-end/BokslutChecklist.tsx
T
c62321988b feat(reconciliation,bokslut): underlag on a balansdag + persisted closing checklist (Reko bilagor, PR 2 + PR 3) (#1873)
* feat(reconciliation): underlag on a balansdag, the files behind a sign-off (Reko bilagor, PR 2)

A konsult attaches the kontoutdrag, engagemangsbesked or reskontralista an
account was reconciled against to (account_key, through_date), before or
after the sign-off, from every account body on the Avstämning page. Rows
live in account_reconciliation_attachments (append-only, removal stamp by
trigger, RLS like account_reconciliations), bytes in the documents bucket
under the company prefix so its RLS applies unchanged, and the full
archive copies them into bilagor/ with a hash manifest.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

* fix(reconciliation): literal selects and payload in the attachments store so the phantom-column scanner can read them

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

* feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3) (#1867)

* feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3)

The bokslut checklist is a catalogue in code with one state row per period
(bokslut_checklist_items): the steps the system can judge (sign-offs through
balansdagen, reskontra tie-outs, drafts, voucher gaps, trial balance) are
computed live and a stored row only overrides them; the manual steps are
the konsult's ticks, with who and when. It sits on the wizard's Kontroll
step and is dumped into the full archive.

A hole between fiscal years (one-file SIE migrations) is now named on the
bokslut readiness screen and on the import result screen, where the next
file is one click away. Non-adjacent period links are #1849's fix.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

* fix(bokslut): count unexplained voucher gaps, literal select and payload for the checklist store

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-25 09:34:05 +02:00

170 lines
6.9 KiB
TypeScript

'use client'
import { useCallback, useEffect, useState } from 'react'
import Link from 'next/link'
import { useLocale, useTranslations } from 'next-intl'
import { ClipboardCheck } from 'lucide-react'
import { Checkbox } from '@/components/ui/checkbox'
import { Skeleton } from '@/components/ui/skeleton'
import { QUIET_LINK_CLASS, HOVER_REVEAL_CLASS } from '@/components/ui/dry-table'
import { useToast } from '@/components/ui/use-toast'
import { cn, formatDate } from '@/lib/utils'
import { getErrorMessage as getUserErrorMessage } from '@/lib/errors/get-error-message'
import type { BokslutChecklist as Checklist, ChecklistGroup, ChecklistItem, ChecklistState } from '@/lib/bokslut/checklist'
/**
* The bokslut checklist on the wizard's Kontroll step: every closing step
* grouped as the work goes, the system-judged ones read-only with their
* computed state, the manual ones ticked here and stored per period
* (bokslut_checklist_items). Any step can be marked not applicable.
*/
const GROUP_ORDER: ChecklistGroup[] = ['avstamning', 'periodisering', 'vardering', 'dispositioner', 'kontroll', 'rapportering']
interface BokslutChecklistProps {
periodId: string
}
export function BokslutChecklist({ periodId }: BokslutChecklistProps) {
const t = useTranslations('bokslut_checklist')
const locale = useLocale()
const { toast } = useToast()
const [checklist, setChecklist] = useState<Checklist | null>(null)
const [failed, setFailed] = useState(false)
const [busy, setBusy] = useState<string | null>(null)
const base = `/api/bookkeeping/fiscal-periods/${periodId}/bokslut-checklist`
const load = useCallback(async () => {
try {
const res = await fetch(base)
if (!res.ok) {
setFailed(true)
return
}
const json = await res.json()
setChecklist(json.data as Checklist)
setFailed(false)
} catch {
setFailed(true)
}
}, [base])
useEffect(() => {
void load()
}, [load])
async function set(item: ChecklistItem, state: ChecklistState) {
setBusy(item.key)
try {
const res = await fetch(base, {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ item_key: item.key, state }),
})
const json = await res.json().catch(() => ({}))
if (!res.ok) {
toast({ title: t('save_failed'), description: getUserErrorMessage(json, { statusCode: res.status }), variant: 'destructive' })
return
}
setChecklist(json.data as Checklist)
} finally {
setBusy(null)
}
}
if (failed) return null
if (!checklist) {
return (
<section aria-busy className="space-y-2">
<Skeleton className="h-4 w-1/3" />
<Skeleton className="h-4 w-full" />
<Skeleton className="h-4 w-2/3" />
</section>
)
}
const label = (item: ChecklistItem) => (locale === 'en' ? item.label_en : item.label_sv)
return (
<section>
<div className="mb-1 flex items-center gap-2 px-1">
<ClipboardCheck className="h-3.5 w-3.5 text-muted-foreground" aria-hidden="true" />
<h3 className="font-sans text-xs font-medium uppercase tracking-wider text-muted-foreground">{t('heading')}</h3>
<span className="text-[11px] tabular-nums text-muted-foreground" data-ph-mask>
{t('progress', { done: checklist.summary.done + checklist.summary.not_applicable, total: checklist.summary.total })}
</span>
<div className="h-px flex-1 bg-border/60" />
</div>
{GROUP_ORDER.map((group) => {
const items = checklist.items.filter((i) => i.group === group)
if (items.length === 0) return null
return (
<div key={group} className="px-1 pt-2">
<p className="text-[11px] font-medium text-muted-foreground">{t(`group_${group}`)}</p>
<ul>
{items.map((item) => {
const done = item.effective_state === 'done'
const na = item.effective_state === 'not_applicable'
// Auto items are judged by the system; the stored override
// (typically "ej tillämpligt") is the only thing to toggle.
const toggleable = !item.auto || item.stored_state != null
return (
<li
key={item.key}
className="group flex items-start gap-3 border-b border-border/60 py-2.5 text-[13px] leading-5 last:border-b-0"
>
<Checkbox
checked={done}
disabled={busy !== null || na || (item.auto && item.stored_state == null)}
onCheckedChange={(v) => void set(item, v === true ? 'done' : 'open')}
aria-label={label(item)}
className="mt-0.5"
/>
<span className={cn('min-w-0 flex-1', na && 'text-muted-foreground line-through')}>
{label(item)}
{item.auto && item.stored_state == null && (
<span className="ml-1.5 rounded-full bg-muted px-1.5 py-px text-[10px] text-muted-foreground no-underline">
{t('auto_chip')}
</span>
)}
{item.done_at && !item.auto && (
<span className="ml-1.5 text-[11.5px] text-muted-foreground">{t('done_at', { date: formatDate(item.done_at) })}</span>
)}
</span>
<span className="flex shrink-0 items-center gap-3">
{item.href && !done && !na && (
<Link href={item.href} className={QUIET_LINK_CLASS}>
{t('open')}
</Link>
)}
{na ? (
<button type="button" onClick={() => void set(item, 'open')} disabled={busy !== null} className={QUIET_LINK_CLASS}>
{t('reopen')}
</button>
) : (
<button
type="button"
onClick={() => void set(item, 'not_applicable')}
disabled={busy !== null}
className={cn(QUIET_LINK_CLASS, HOVER_REVEAL_CLASS)}
>
{t('not_applicable')}
</button>
)}
{toggleable && item.auto && item.stored_state != null && !na && (
<button type="button" onClick={() => void set(item, 'open')} disabled={busy !== null} className={cn(QUIET_LINK_CLASS, HOVER_REVEAL_CLASS)}>
{t('use_auto')}
</button>
)}
</span>
</li>
)
})}
</ul>
</div>
)
})}
</section>
)
}