Files
accounted/components/pending-operations/OperationPreview.tsx
T
17caf9d80a feat(mcp): article-aware invoice updates with gnubok_get_invoice round trip and rebooking preview (#1993)
* feat(mcp): article-aware invoice updates with gnubok_get_invoice round trip and rebooking preview

gnubok_update_invoice items are a FULL REPLACE, had no article fields, and
no MCP tool returned invoice lines, so a quantity fix rebuilt from memory
wrote article_id/revenue_account null and reverted vat_rate to the customer
default: revenue silently moved from the article account (3041) to the
VAT-derived default, invisible in the approval preview.

- gnubok_get_invoice (invoices:read, search-only): header plus every line
  with article_id, revenue_account, vat_rate, dimensions, editable_draft
- gnubok_update_invoice lines accept article_id with the same prefill and
  default-set VAT adoption guard as create; permitted-set VAT gate at
  staging; preview carries the new lines' effective booking and a snapshot
  of the lines being replaced
- commitUpdateInvoice scope-checks staged article ids like create does
- OperationPreview: update_invoice preview (current vs new lines, header
  diffs, totals); create_invoice lines show VAT rate and posting account
- invoicing skill points at the read-before-replace round trip

Closes #1642

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkUfWtuFCUkNtRAgMQCse2

* fix(mcp): use roundOre for update-invoice preview totals so the ore ratchet stays at baseline

The preview-building code in gnubok_update_invoice introduced five naive
Math.round(x * 100) / 100 occurrences, tripping check:guards
(naive-ore-round 627 vs baseline 622) and failing Core Build on PR #1993.
roundOre from @/lib/money is the sanctioned helper and was already
imported in this file.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkUfWtuFCUkNtRAgMQCse2

* fix(mcp): make the invoice round trip lossless for text, ROT/RUT and accrual lines

Skeptic review of #1993 found three round-trip breaks for web-created
drafts edited via MCP (the exact silent-loss class issue #1642 reports):

- Text rows: the update pre-gate and resolveInvoiceLineFromArticle
  rejected quantity <= 0 before looking at line_type, so any draft with
  a free-text spacer row could not be edited at all, and the natural
  agent recovery (drop the row and retry the FULL REPLACE) silently
  deleted invoice content. Text rows are now exempt from the
  quantity/description/unit/price gates (CreateInvoiceItemSchema
  parity), normalized to the zeroed stored shape, excluded from the
  staged totals and the VAT gate (commitCreateInvoice billableItems
  parity), and line_type is declared on both the create and update item
  schemas.

- ROT/RUT: gnubok_get_invoice omitted housing_designation,
  apartment_number and brf_org_number, so an items replace on a ROT
  draft either failed AFTER approval ('Fastighetsbeteckning krävs för
  ROT-avdrag') or, for a schema-conformant agent, silently stripped the
  avdrag and the stored personnummer. The three property columns
  (property identifiers, never the personnummer ciphertext) are now
  returned per line, the deduction fields are declared on the update
  item schema, deduction_type rides on the current_items snapshot and
  the new-lines preview, and a staging-time completeness gate
  (arbetstyp/timmar via validateDeductionLines, fastighetsbeteckning
  for ROT, personnummer availability on the invoice or the individual's
  kundkort) surfaces the failure to the agent instead of the approver.

- Declared-schema gap: revenue_account and the accrual fields were
  accepted on pass-through but undeclared, so a schema-conformant agent
  dropped a manual posting-account override or a periodisering on
  pass-back. They are now declared on the update item schema
  (revenue_account also on create; create deliberately does NOT declare
  deduction/accrual fields because commitCreateInvoice drops them), and
  the approval preview shows ROT/RUT-avdrag and the periodisering
  period per line.

tools/list ceiling check after the two new create-schema properties:
63337 of 63400.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkUfWtuFCUkNtRAgMQCse2

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-27 22:27:02 +02:00

721 lines
31 KiB
TypeScript

'use client'
// The one pending-op-owned preview (flows prereq, seam 8.3): renders what a
// staged pending_operation will do, dispatched on operation_type. Consumed by
// /pending (list detail + confirm dialogs), the chat ApprovalCard, and future
// flow-run views. Renderers moved verbatim from app/(dashboard)/pending/page.tsx;
// keep markup and classNames in lockstep with the design system, not with any
// one consumer.
import { Fragment, createContext, useContext } from 'react'
import { cn, formatCurrency } from '@/lib/utils'
import { AttnLine } from '@/components/ui/attn-line'
import { VTH_CLASS, VTD_CLASS } from '@/components/ui/dry-table'
import type { PendingOperation } from '@/types'
import { AttachDocumentPreview } from '@/components/bookkeeping/AttachDocumentPreview'
import { MatchTransactionInvoicePreview } from '@/components/bookkeeping/MatchTransactionInvoicePreview'
// The subset of a PendingOperation the preview actually reads. operation_type
// is widened to string: the chat surface derives it from an MCP tool name and
// unknown values legitimately fall through to GenericPreview. params carries
// tool inputs some renderers need (e.g. attach_document_to_transaction's
// document_id); surfaces that only have preview_data may omit it.
export interface OperationPreviewInput {
operation_type: string
preview_data: PendingOperation['preview_data']
params?: PendingOperation['params']
}
/**
* Account number -> account name, for the proposal previews. The value is
* provided by whichever page owns the fetch lifecycle (/pending provides a
* per-mount, per-company map; a consumer that provides nothing gets the
* default {} and previews show the bare number, never a wrong name).
*/
export const AccountNamesContext = createContext<Record<string, string>>({})
/** Render '-' instead of "NaN kr" when a preview payload omits an amount. */
function money(v: unknown, currency: string): string {
return typeof v === 'number' && Number.isFinite(v) ? formatCurrency(v, currency) : '-'
}
function CategorizePreview({ data }: { data: Record<string, unknown> }) {
const accountNames = useContext(AccountNamesContext)
// The exact journal lines the approval will post (net cost line, VAT line,
// gross bank line, SEK): staged by the server since the preview-lines fix.
const lines = (data.lines as Array<{ account_number?: string; debit_amount?: number; credit_amount?: number; description?: string }>) || []
const vatLines = (data.vat_lines as Array<{ account_number: string; debit_amount: number; credit_amount: number; description: string }>) || []
if (lines.length > 0) {
// Journal lines are always SEK (BFL 5 kap 2 §). When the bank row itself
// is in another currency, say so next to the lines: a 2 500 USD receipt
// booked as 24 292,50 kr read as a wrong SEK figure to an approver who
// only saw one of the two numbers.
const txCurrency = (data.currency as string) || 'SEK'
const txAmount = typeof data.amount === 'number' && Number.isFinite(data.amount) ? data.amount : null
return (
<div className="space-y-1 text-sm">
{/* Entry date first: with two open fiscal years the approver could
not tell which year a categorization belonged to. */}
{typeof data.date === 'string' && data.date && (
<div className="flex justify-between gap-4 text-xs mb-1">
<span className="text-muted-foreground">Datum</span>
<span className="font-mono tabular-nums">{data.date}</span>
</div>
)}
<p className="text-xs text-muted-foreground mb-1">Verifikat</p>
{txCurrency !== 'SEK' && txAmount !== null && (
<div className="flex justify-between gap-4 text-xs text-muted-foreground mb-1">
<span>Banktransaktion</span>
<span className="tabular-nums shrink-0">{formatCurrency(txAmount, txCurrency)}</span>
</div>
)}
{lines.map((line, i) => {
const debitAmt = typeof line.debit_amount === 'number' ? line.debit_amount : 0
const creditAmt = typeof line.credit_amount === 'number' ? line.credit_amount : 0
return (
<div key={i} className="flex justify-between gap-4 font-mono text-xs">
<span className="truncate">
{line.account_number ?? '?'}{' '}
{/* The account's own name first: it is what the posting means.
The line text follows only when it adds something the name
does not already say. */}
<span className="text-foreground">
{(line.account_number && accountNames[line.account_number]) || line.description || ''}
</span>
{line.description &&
line.account_number &&
accountNames[line.account_number] &&
line.description !== accountNames[line.account_number] ? (
<span className="text-muted-foreground"> · {line.description}</span>
) : null}
</span>
<span className="tabular-nums shrink-0">
{debitAmt > 0 ? `D ${formatCurrency(debitAmt)}` : `K ${formatCurrency(creditAmt)}`}
</span>
</div>
)
})}
</div>
)
}
// Some operations carry their kontering under the generic `preview_lines`
// key instead (the shape every other staged type renders through). Read it
// before falling through to the legacy summary, which would otherwise show
// blank accounts for a preview that does describe the entry in full.
if (isKonteringLines(data.preview_lines)) {
return (
<div className="space-y-1 text-sm">
<p className="text-xs text-muted-foreground mb-1">Verifikat</p>
<PreviewKonteringTable lines={data.preview_lines} />
</div>
)
}
// Legacy summary for operations staged before the preview carried full
// lines: debit/credit accounts + gross amount + separate VAT rows.
const legacyAmount = typeof data.amount === 'number' && Number.isFinite(data.amount)
? data.amount
: null
return (
<div className="space-y-3 text-sm">
<div className="grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Debetkonto</span>
<span className="font-mono">{String(data.debit_account ?? '')}</span>
<span className="text-muted-foreground">Kreditkonto</span>
<span className="font-mono">{String(data.credit_account ?? '')}</span>
<span className="text-muted-foreground">Belopp</span>
<span className="font-mono tabular-nums">
{/* A preview with no usable amount used to render "NaN kr": show the
gap as a gap instead of a number that isn't one. */}
{legacyAmount === null
? '-'
: formatCurrency(legacyAmount, (data.currency as string) || 'SEK')}
</span>
</div>
{vatLines.length > 0 && (
<div className="border-t pt-2">
<p className="text-xs text-muted-foreground mb-1">Momsrader</p>
{vatLines.map((line, i) => (
<div key={i} className="flex justify-between font-mono text-xs">
<span>
{line.account_number}{' '}
{accountNames[line.account_number] || line.description}
{accountNames[line.account_number] &&
line.description !== accountNames[line.account_number] ? (
<span className="text-muted-foreground"> · {line.description}</span>
) : null}
</span>
<span className="tabular-nums">
{line.debit_amount > 0 ? `D ${formatCurrency(line.debit_amount)}` : `K ${formatCurrency(line.credit_amount)}`}
</span>
</div>
))}
</div>
)}
</div>
)
}
function CustomerPreview({ data }: { data: Record<string, unknown> }) {
return (
<div className="grid grid-cols-2 gap-x-4 gap-y-1 text-sm">
<span className="text-muted-foreground">Namn</span>
<span>{String(data.name ?? '')}</span>
<span className="text-muted-foreground">Typ</span>
<span>{String(data.customer_type ?? '')}</span>
{data.customer_number ? (
<>
<span className="text-muted-foreground">Kundnr</span>
<span className="font-mono">{String(data.customer_number)}</span>
</>
) : null}
{data.email ? (
<>
<span className="text-muted-foreground">E-post</span>
<span>{String(data.email)}</span>
</>
) : null}
{data.org_number ? (
<>
<span className="text-muted-foreground">Org.nr</span>
<span className="font-mono">{String(data.org_number)}</span>
</>
) : null}
{data.personal_number_masked ? (
<>
<span className="text-muted-foreground">Personnr</span>
<span className="font-mono">{String(data.personal_number_masked)}</span>
</>
) : null}
</div>
)
}
// One staged (or replaced) invoice line as the staging tools put it in
// preview_data: create_invoice and update_invoice both carry the effective
// vat_rate and any posting-account override, so a rebooking is visible to the
// approver, not only the amount (issue #1642).
interface PreviewInvoiceLine {
description: string
quantity: number
unit: string
unit_price?: number
line_total: number
vat_rate?: number
revenue_account?: string | null
article_id?: string | null
line_type?: string
// ROT/RUT and periodisering markers: a full replace that drops one of
// these must be visible to the approver, not only the amounts.
deduction_type?: string | null
accrual_period_start?: string | null
accrual_period_end?: string | null
}
function isPreviewInvoiceLines(value: unknown): value is PreviewInvoiceLine[] {
return (
Array.isArray(value) &&
value.every((row) => row != null && typeof row === 'object' && typeof (row as PreviewInvoiceLine).description === 'string')
)
}
function InvoiceLineRows({ items, currency }: { items: PreviewInvoiceLine[]; currency: string }) {
return (
<div className="space-y-1">
{items.map((item, i) => (
<div key={i} className="flex justify-between text-xs">
<span className="truncate mr-4">
{item.description}
{item.line_type === 'text' ? null : ` (${item.quantity} ${item.unit})`}
{typeof item.vat_rate === 'number' && item.line_type !== 'text' && (
<span className="text-muted-foreground"> · {item.vat_rate} % moms</span>
)}
{item.revenue_account && (
<span className="text-muted-foreground font-mono"> · {item.revenue_account}</span>
)}
{item.deduction_type && (
<span className="text-muted-foreground"> · {item.deduction_type === 'rot' ? 'ROT-avdrag' : 'RUT-avdrag'}</span>
)}
{item.accrual_period_start && item.accrual_period_end && (
<span className="text-muted-foreground"> · periodiseras {item.accrual_period_start} till {item.accrual_period_end}</span>
)}
</span>
<span className="font-mono tabular-nums whitespace-nowrap">
{item.line_type === 'text' ? '' : money(item.line_total, currency)}
</span>
</div>
))}
</div>
)
}
function InvoicePreview({ data }: { data: Record<string, unknown> }) {
const items = isPreviewInvoiceLines(data.items) ? data.items : []
return (
<div className="space-y-3 text-sm">
<div className="grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Kund</span>
<span>{String(data.customer_name ?? '')}</span>
<span className="text-muted-foreground">Datum</span>
<span>{String(data.invoice_date ?? '')}</span>
<span className="text-muted-foreground">Förfallodatum</span>
<span>{String(data.due_date ?? '')}</span>
</div>
{items.length > 0 && (
<div className="border-t pt-2">
<InvoiceLineRows items={items} currency={(data.currency as string) || 'SEK'} />
</div>
)}
<div className="border-t pt-2 grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Netto</span>
<span className="tabular-nums text-right">{money(data.subtotal, (data.currency as string) || 'SEK')}</span>
<span className="text-muted-foreground">Moms</span>
<span className="tabular-nums text-right">{money(data.vat_amount, (data.currency as string) || 'SEK')}</span>
<span className="font-medium">Totalt</span>
<span className="tabular-nums font-medium text-right">{money(data.total, (data.currency as string) || 'SEK')}</span>
</div>
</div>
)
}
const UPDATE_INVOICE_FIELD_LABELS: Record<string, string> = {
notes: 'Anteckningar',
invoice_date: 'Fakturadatum',
due_date: 'Förfallodatum',
delivery_date: 'Leveransdatum',
your_reference: 'Er referens',
our_reference: 'Vår referens',
}
function UpdateInvoicePreview({ data }: { data: Record<string, unknown> }) {
const currency = (data.currency as string) || 'SEK'
const changes = (data.changes && typeof data.changes === 'object' ? (data.changes as Record<string, unknown>) : {})
const headerEntries = Object.entries(changes).filter(
([key, value]) => key !== 'items' && key !== 'default_dimensions' && value !== undefined,
)
const hasDimensionChange = 'default_dimensions' in changes
const dimensionBag = changes.default_dimensions as Record<string, string> | undefined
const newItems = isPreviewInvoiceLines(data.items) ? data.items : null
const currentItems = isPreviewInvoiceLines(data.current_items) ? data.current_items : null
return (
<div className="space-y-3 text-sm">
<div className="grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Kund</span>
<span>{String(data.customer_name ?? '')}</span>
<span className="text-muted-foreground">Faktura</span>
<span>{data.invoice_number ? String(data.invoice_number) : 'utkast'}</span>
{headerEntries.map(([key, value]) => (
<Fragment key={key}>
<span className="text-muted-foreground">{UPDATE_INVOICE_FIELD_LABELS[key] ?? key.replace(/_/g, ' ')}</span>
{/* null is an explicit clear (delivery_date: null), not a missing value */}
<span>{value === null ? 'rensas' : renderPrimitive(value)}</span>
</Fragment>
))}
{hasDimensionChange && (
<>
<span className="text-muted-foreground">Dimensioner</span>
<span className="font-mono text-xs">
{dimensionBag && Object.keys(dimensionBag).length > 0
? Object.entries(dimensionBag).map(([dim, code]) => `${dim}: ${code}`).join(', ')
: 'rensas'}
</span>
</>
)}
</div>
{/* Full replace: show what goes away next to what comes in, so a
quantity fix that also moves revenue off the article's account
(3041 to 3001) or changes the VAT rate is visible before approval. */}
{currentItems && (
<div className="border-t pt-2 space-y-1">
<div className="text-xs text-muted-foreground">
{currentItems.length > 0 ? 'Nuvarande rader (ersätts)' : 'Nuvarande rader: inga'}
</div>
{currentItems.length > 0 && <InvoiceLineRows items={currentItems} currency={currency} />}
</div>
)}
{newItems && (
<div className="border-t pt-2 space-y-1">
<div className="text-xs text-muted-foreground">Nya rader</div>
<InvoiceLineRows items={newItems} currency={currency} />
</div>
)}
{newItems && typeof data.total === 'number' && (
<div className="border-t pt-2 grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Netto</span>
<span className="tabular-nums text-right">{money(data.subtotal, currency)}</span>
<span className="text-muted-foreground">Moms</span>
<span className="tabular-nums text-right">{money(data.vat_amount, currency)}</span>
<span className="font-medium">Totalt</span>
<span className="tabular-nums font-medium text-right">{money(data.total, currency)}</span>
</div>
)}
</div>
)
}
function CreateTransactionPreview({ data }: { data: Record<string, unknown> }) {
const currency = (data.currency as string) || 'SEK'
return (
<div className="grid grid-cols-2 gap-x-4 gap-y-1 text-sm">
<span className="text-muted-foreground">Datum</span>
<span className="font-mono">{String(data.date ?? '')}</span>
<span className="text-muted-foreground">Beskrivning</span>
<span className="truncate">{String(data.description ?? '')}</span>
<span className="text-muted-foreground">Belopp</span>
<span className="font-mono tabular-nums">
{money(data.amount, currency)}
</span>
{data.external_id ? (
<>
<span className="text-muted-foreground">Extern referens</span>
<span className="font-mono text-xs truncate">{String(data.external_id)}</span>
</>
) : null}
</div>
)
}
type VoucherLine = {
account_number: string
account_name?: string | null
debit_amount: number
credit_amount: number
line_description?: string | null
}
function VoucherLinesTable({ lines, currency }: { lines: VoucherLine[]; currency?: string }) {
const accountNames = useContext(AccountNamesContext)
return (
<div className="border-t pt-2 space-y-1">
{lines.map((line, i) => {
// The account's own name first (staged account_name, else the chart
// name); the line text only when it adds something.
const name = line.account_name || accountNames[line.account_number] || ''
const text = line.line_description || ''
return (
<div key={i} className="grid grid-cols-[auto_1fr_auto_auto] gap-x-3 text-xs items-baseline">
<span className="font-mono text-muted-foreground">{line.account_number}</span>
<span className="truncate">
{name || text || '-'}
{name && text && text !== name ? (
<span className="text-muted-foreground"> · {text}</span>
) : null}
</span>
<span className="font-mono tabular-nums text-right w-24">
{line.debit_amount > 0 ? formatCurrency(line.debit_amount, currency || 'SEK') : ''}
</span>
<span className="font-mono tabular-nums text-right w-24">
{line.credit_amount > 0 ? formatCurrency(line.credit_amount, currency || 'SEK') : ''}
</span>
</div>
)
})}
</div>
)
}
function VoucherPreview({ data }: { data: Record<string, unknown> }) {
const lines = (data.lines as VoucherLine[]) || []
const totalDebit = data.total_debit as number | undefined
const totalCredit = data.total_credit as number | undefined
// Advisory, mirrors the MCP staging warning: a verifikat for a received
// handling must carry the handling itself (BFL 5 kap 6 §). Gated on the
// staged compliance_warning, not on document_attached: the server decides
// when the warning applies (IB entries are exempt there), so this stays a
// mirror instead of a second, looser policy. Older ops without the field
// render unchanged. The wording stays conditional ("om ... avser en
// mottagen handling"): internal entries (accruals, FX) legitimately lack
// a kvitto, and flagging them as deficient would be wrong.
const missingUnderlag = typeof data.compliance_warning === 'string'
return (
<div className="space-y-3 text-sm">
{missingUnderlag && (
<AttnLine>
Underlag saknas: om verifikatet avser en mottagen handling ska handlingen användas som
verifikation (BFL 5 kap 6 §).
</AttnLine>
)}
<div className="grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Datum</span>
<span className="font-mono">{String(data.entry_date ?? '')}</span>
<span className="text-muted-foreground">Beskrivning</span>
<span className="truncate">{String(data.description ?? '')}</span>
<span className="text-muted-foreground">Serie</span>
<span className="font-mono">{String(data.voucher_series ?? 'A')}</span>
</div>
{lines.length > 0 && (
<div>
<div className="grid grid-cols-[auto_1fr_auto_auto] gap-x-3 text-[11px] uppercase tracking-wider text-muted-foreground pb-1">
<span>Konto</span>
<span>Text</span>
<span className="text-right w-24">Debet</span>
<span className="text-right w-24">Kredit</span>
</div>
<VoucherLinesTable lines={lines} />
</div>
)}
{totalDebit != null && totalCredit != null && (
<div className="border-t pt-2 grid grid-cols-[auto_1fr_auto_auto] gap-x-3 text-xs">
<span></span>
<span className="text-muted-foreground">Summa</span>
<span className="font-mono tabular-nums text-right w-24 font-medium">
{formatCurrency(totalDebit)}
</span>
<span className="font-mono tabular-nums text-right w-24 font-medium">
{formatCurrency(totalCredit)}
</span>
</div>
)}
</div>
)
}
function BulkBookPreview({ data }: { data: Record<string, unknown> }) {
// Samlingsverifikat over N bank rows. The staged kontering IS what the RPC
// posts on approval, so it is the load-bearing part of this card; the
// aggregates alone ("-720, 2 tx, expense") cannot tell a right booking from
// a wrong one. Journal lines are SEK; the bank sum is shown in the rows'
// own currency so a foreign batch is never misread as SEK.
const lines = (data.lines as VoucherLine[]) || []
const txCount = typeof data.tx_count === 'number' ? data.tx_count : null
const txSum = typeof data.tx_sum === 'number' && Number.isFinite(data.tx_sum) ? data.tx_sum : null
const currency = (data.currency as string) || 'SEK'
const linkExisting = data.mode === 'link_existing'
const totalDebit = lines.reduce((s, l) => s + (l.debit_amount > 0 ? l.debit_amount : 0), 0)
const totalCredit = lines.reduce((s, l) => s + (l.credit_amount > 0 ? l.credit_amount : 0), 0)
return (
<div className="space-y-3 text-sm">
<div className="grid grid-cols-2 gap-x-4 gap-y-1">
<span className="text-muted-foreground">Datum</span>
<span className="font-mono">{String(data.tx_date ?? '')}</span>
<span className="text-muted-foreground">Transaktioner</span>
<span className="font-mono tabular-nums">
{txCount ?? '-'}
{txSum !== null ? ` · ${formatCurrency(txSum, currency)}` : ''}
</span>
<span className="text-muted-foreground">Åtgärd</span>
<span>{linkExisting ? 'Länka till befintligt verifikat' : 'Ny samlingsverifikation'}</span>
{data.entry_description ? (
<>
<span className="text-muted-foreground">Beskrivning</span>
<span className="truncate">{String(data.entry_description)}</span>
</>
) : null}
</div>
{lines.length > 0 && (
<div>
<div className="grid grid-cols-[auto_1fr_auto_auto] gap-x-3 text-[11px] uppercase tracking-wider text-muted-foreground pb-1">
<span>Konto</span>
<span>Text</span>
<span className="text-right w-24">Debet</span>
<span className="text-right w-24">Kredit</span>
</div>
<VoucherLinesTable lines={lines} />
<div className="border-t pt-2 grid grid-cols-[auto_1fr_auto_auto] gap-x-3 text-xs">
<span></span>
<span className="text-muted-foreground">Summa</span>
<span className="font-mono tabular-nums text-right w-24 font-medium">
{formatCurrency(totalDebit)}
</span>
<span className="font-mono tabular-nums text-right w-24 font-medium">
{formatCurrency(totalCredit)}
</span>
</div>
</div>
)}
{linkExisting && lines.length === 0 && (
<p className="text-xs text-muted-foreground">
Transaktionerna kopplas till ett redan bokfört verifikat; ingen ny kontering skapas.
</p>
)}
</div>
)
}
function CorrectEntryPreview({ data }: { data: Record<string, unknown> }) {
const original = (data.original as {
voucher?: string
entry_date?: string
description?: string
lines?: VoucherLine[]
}) || {}
const correction = (data.correction as {
total_debit?: number
total_credit?: number
line_count?: number
lines?: VoucherLine[]
}) || {}
return (
<div className="space-y-4 text-sm">
<div>
<p className="text-[11px] uppercase tracking-wider text-muted-foreground mb-1">
Originalverifikation V{original.voucher ?? ''}, {original.entry_date ?? ''}
</p>
<p className="text-xs text-muted-foreground italic mb-2">{original.description ?? ''}</p>
{original.lines && original.lines.length > 0 && (
<VoucherLinesTable lines={original.lines} />
)}
</div>
<div>
<p className="text-[11px] uppercase tracking-wider text-muted-foreground mb-1">
Korrigerad verifikation ({correction.line_count ?? correction.lines?.length ?? 0} rader)
</p>
{correction.lines && correction.lines.length > 0 && (
<VoucherLinesTable lines={correction.lines} />
)}
{correction.total_debit != null && (
<div className="border-t pt-1 grid grid-cols-[auto_1fr_auto_auto] gap-x-3 text-xs mt-1">
<span></span>
<span className="text-muted-foreground">Summa</span>
<span className="font-mono tabular-nums text-right w-24 font-medium">
{formatCurrency(correction.total_debit)}
</span>
<span className="font-mono tabular-nums text-right w-24 font-medium">
{formatCurrency(correction.total_credit ?? 0)}
</span>
</div>
)}
</div>
</div>
)
}
// Render a primitive (string/number/bool) or a short summary of an array/object.
// Used by GenericPreview to avoid the "[object Object]" stringification that
// occurs when an operation_type has no dedicated preview component.
function renderPrimitive(value: unknown): string {
if (value == null) return ''
if (Array.isArray(value)) return `${value.length} rader`
if (typeof value === 'object') return JSON.stringify(value)
return String(value)
}
// A preview_data value that is a kontering (array of account/debit/credit
// rows). Several staged op types carry one under keys like `preview_lines`
// without a dedicated preview component; rendering it as the actual
// verifikat rows is what makes the detail panel say what the agent will do.
interface PreviewKonteringLine {
account?: string
account_number?: string
description?: string
debit?: number
credit?: number
debit_amount?: number
credit_amount?: number
}
function isKonteringLines(value: unknown): value is PreviewKonteringLine[] {
return (
Array.isArray(value) &&
value.length > 0 &&
value.every(
(line) =>
line != null &&
typeof line === 'object' &&
('account' in line || 'account_number' in line) &&
('debit' in line || 'credit' in line || 'debit_amount' in line || 'credit_amount' in line),
)
)
}
function PreviewKonteringTable({ lines }: { lines: PreviewKonteringLine[] }) {
const accountNames = useContext(AccountNamesContext)
const amount = (n: number | undefined) =>
n && n > 0 ? n.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) : ''
return (
<table className="w-full border-collapse text-[12.5px]" aria-label="Föreslagen kontering">
<thead>
<tr>
<th className={cn(VTH_CLASS, 'w-[70px]')}>Konto</th>
<th className={VTH_CLASS}>Beskrivning</th>
<th className={cn(VTH_CLASS, 'text-right')}>Debet</th>
<th className={cn(VTH_CLASS, 'text-right')}>Kredit</th>
</tr>
</thead>
<tbody>
{lines.map((line, i) => (
<tr key={i}>
<td className={cn(VTD_CLASS, 'whitespace-nowrap font-mono tabular-nums')}>
{line.account ?? line.account_number}
</td>
<td className={cn(VTD_CLASS, 'text-muted-foreground')}>
{line.description || accountNames[String(line.account ?? line.account_number ?? '')] || ''}
</td>
<td className={cn(VTD_CLASS, 'whitespace-nowrap text-right tabular-nums')}>
{amount(line.debit ?? line.debit_amount)}
</td>
<td className={cn(VTD_CLASS, 'whitespace-nowrap text-right tabular-nums')}>
{amount(line.credit ?? line.credit_amount)}
</td>
</tr>
))}
</tbody>
</table>
)
}
function GenericPreview({ data }: { data: Record<string, unknown> }) {
// Skip period_status here: it's surfaced in the dedicated banner, not the
// generic key-value dump (otherwise the approver sees the same fact twice).
const entries = Object.entries(data).filter(([k, v]) => v != null && v !== '' && k !== 'period_status')
const konteringEntries = entries.filter(([, v]) => isKonteringLines(v))
const rest = entries.filter(([, v]) => !isKonteringLines(v))
return (
<div className="space-y-3">
{konteringEntries.map(([key, value]) => (
<PreviewKonteringTable key={key} lines={value as PreviewKonteringLine[]} />
))}
{rest.length > 0 && (
<div className="grid grid-cols-2 gap-x-4 gap-y-1 text-sm">
{rest.map(([key, value]) => (
<Fragment key={key}>
<span className="text-muted-foreground">{key.replace(/_/g, ' ')}</span>
<span className={typeof value === 'number' ? 'font-mono tabular-nums' : ''}>
{renderPrimitive(value)}
</span>
</Fragment>
))}
</div>
)}
</div>
)
}
export function OperationPreview({ op }: { op: OperationPreviewInput }) {
const body = (() => {
switch (op.operation_type) {
case 'categorize_transaction':
return <CategorizePreview data={op.preview_data} />
case 'create_customer':
return <CustomerPreview data={op.preview_data} />
case 'create_invoice':
return <InvoicePreview data={op.preview_data} />
case 'update_invoice':
return <UpdateInvoicePreview data={op.preview_data} />
case 'create_transaction':
return <CreateTransactionPreview data={op.preview_data} />
case 'create_voucher':
return <VoucherPreview data={op.preview_data} />
case 'bulk_book_transactions':
return <BulkBookPreview data={op.preview_data} />
case 'correct_entry':
return <CorrectEntryPreview data={op.preview_data} />
case 'attach_document_to_transaction':
return <AttachDocumentPreview data={op.preview_data} params={op.params ?? {}} />
case 'match_transaction_invoice':
return <MatchTransactionInvoicePreview data={op.preview_data} />
default:
return <GenericPreview data={op.preview_data} />
}
})()
return body
}