Jakob Wennberg
dc07ca8872
Decision (option a): a private marking stays a real booking (eget uttag/insattning), so it remains blocked in a locked or closed period; the legal escape for rows that are not affarshandelser is ignore. Private + locked now returns TX_CATEGORIZE_PRIVATE_PERIOD_LOCKED with remediation naming the ignore paths instead of a bare PERIOD_LOCKED, on all four categorize surfaces and the bulk driver. New v1 POST/DELETE /transactions/{id}/ignore (isTransactionBooked-based 409, idempotent) and a staged MCP gnubok_ignore_transaction (+ accounted_ alias, search visibility to respect the tools/list payload ceiling) with operation_type ignore_transaction; the CHECK pair 20260831070000/070001 rebuilds the constraint from main's newest list plus the new value. Dashboard toast gains an Ignorera i stallet action. Closes #1661
154 lines
8.9 KiB
TypeScript
154 lines
8.9 KiB
TypeScript
// Shared vocabulary for pending_operations rendering: labels, warnings and
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// rejection categories used by every surface that shows a staged operation
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// (/pending, the chat approval card, future flow-run views). Moved here from
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// app/(dashboard)/pending/page.tsx so the vocabulary has exactly one owner.
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import type { PendingOperationRejectionCategory } from '@/types'
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// Short human label (i18n key in the "pending" namespace) for each staged
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// operation_type. Keep in sync with OPERATION_RISK_TIERS in
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// lib/pending-operations/risk-tiers.ts: every operation an agent can stage
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// needs a label here, otherwise the Granskning list falls back to the raw
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// snake_case tool name (e.g. "create_supplier_invoice_from_inbox"), which is
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// long and pushes the meta row to wrap awkwardly on mobile.
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export const OPERATION_LABEL_KEYS: Record<string, string> = {
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categorize_transaction: 'type_categorize_transaction',
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create_customer: 'type_create_customer',
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create_invoice: 'type_create_invoice',
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create_transaction: 'type_create_transaction',
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create_voucher: 'type_create_voucher',
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correct_entry: 'type_correct_entry',
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reverse_entry: 'type_reverse_entry',
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mark_invoice_paid: 'type_mark_invoice_paid',
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send_invoice: 'type_send_invoice',
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mark_invoice_sent: 'type_mark_invoice_sent',
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match_transaction_invoice: 'type_match_transaction_invoice',
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// Master data
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create_supplier: 'type_create_supplier',
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create_article: 'type_create_article',
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update_article: 'type_update_article',
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create_account: 'type_create_account',
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update_account: 'type_update_account',
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create_dimension_value: 'type_create_dimension_value',
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// Supplier invoices
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create_supplier_invoice_from_inbox: 'type_create_supplier_invoice_from_inbox',
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create_self_billed_supplier_invoice: 'type_create_self_billed_supplier_invoice',
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approve_supplier_invoice: 'type_approve_supplier_invoice',
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credit_supplier_invoice: 'type_credit_supplier_invoice',
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// Invoices
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credit_invoice: 'type_credit_invoice',
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convert_invoice: 'type_convert_invoice',
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delete_draft_invoice: 'type_delete_draft_invoice',
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// Documents & links
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attach_document_to_transaction: 'type_attach_document_to_transaction',
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link_document_to_voucher: 'type_link_document_to_voucher',
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link_documents_to_vouchers: 'type_link_documents_to_vouchers',
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link_invoice_voucher: 'type_link_invoice_voucher',
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link_supplier_invoice_voucher: 'type_link_supplier_invoice_voucher',
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link_transaction_journal_entry: 'type_link_transaction_journal_entry',
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uncategorize_transaction: 'type_uncategorize_transaction',
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ignore_transaction: 'type_ignore_transaction',
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retag_line_dimensions: 'type_retag_line_dimensions',
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set_voucher_note: 'type_set_voucher_note',
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// Bulk booking / allocation
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match_batch_allocate: 'type_match_batch_allocate',
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bulk_book_transactions: 'type_bulk_book_transactions',
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bulk_book_inbox_items: 'type_bulk_book_inbox_items',
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// Skattekonto row booking
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book_skattekonto_row: 'type_book_skattekonto_row',
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book_skattekonto_rows: 'type_book_skattekonto_rows',
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// Periods, year-end, depreciation
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close_period: 'type_close_period',
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lock_period: 'type_lock_period',
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unlock_period: 'type_unlock_period',
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set_opening_balances: 'type_set_opening_balances',
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run_year_end: 'type_run_year_end',
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run_currency_revaluation: 'type_run_currency_revaluation',
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post_annual_depreciation: 'type_post_annual_depreciation',
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explain_voucher_gap: 'type_explain_voucher_gap',
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// SIE
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import_sie: 'type_import_sie',
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undo_sie_import: 'type_undo_sie_import',
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// Payroll & Skatteverket filings
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create_salary_run: 'type_create_salary_run',
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book_salary_run: 'type_book_salary_run',
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generate_agi: 'type_generate_agi',
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update_payslip_line: 'type_update_payslip_line',
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set_run_salary: 'type_set_run_salary',
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register_absence: 'type_register_absence',
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delete_absence: 'type_delete_absence',
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create_employee: 'type_create_employee',
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update_employee: 'type_update_employee',
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set_employee_opening_balances: 'type_set_employee_opening_balances',
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vacation_year_close: 'type_vacation_year_close',
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submit_vat_declaration: 'type_submit_vat_declaration',
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submit_agi: 'type_submit_agi',
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}
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// Fallback for an operation_type with no entry above (e.g. a newly added op
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// not yet given a label): turn "create_supplier_invoice_from_inbox" into
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// "Create supplier invoice from inbox" so it never surfaces as raw snake_case.
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export function humanizeOperationType(operationType: string): string {
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const spaced = operationType.replace(/_/g, ' ')
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return spaced.charAt(0).toUpperCase() + spaced.slice(1)
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}
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export function operationLabel(operationType: string, t: (key: string) => string): string {
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const labelKey = OPERATION_LABEL_KEYS[operationType]
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return labelKey ? t(labelKey) : humanizeOperationType(operationType)
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}
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// Full-sentence warning for the single-op confirmation dialog AND the inline
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// list-view warning when risk is medium/high. The list-view truncates beyond
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// one line; the dialog shows it in full. Order roughly low → high risk so
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// reviewers scanning the source see the destructive paths grouped together.
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export const singleActionWarnings: Record<string, string> = {
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// Low/medium risk: light verifikation work
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create_transaction: 'Genom att klicka godkänn så skapar du en transaktion.',
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create_customer: 'Genom att klicka godkänn så skapar du en kund.',
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create_invoice: 'Genom att klicka godkänn så skapas ett fakturautkast (det skickas inte).',
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categorize_transaction: 'Genom att klicka godkänn så kategoriseras transaktionen och en verifikation skapas.',
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match_transaction_invoice: 'Genom att klicka godkänn så matchas transaktionen mot fakturan.',
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attach_document_to_transaction: 'Genom att klicka godkänn så bifogas dokumentet till transaktionen.',
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uncategorize_transaction: 'Genom att klicka godkänn så tas kategoriseringen bort.',
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send_invoice: 'Genom att klicka godkänn så skickas fakturan till kunden.',
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mark_invoice_paid: 'Genom att klicka godkänn så bokförs en betalning på fakturan.',
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mark_invoice_sent: 'Genom att klicka godkänn så märks fakturan som skickad och en verifikation skapas.',
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// High risk: period/year-end/voucher edits. These are the ones the reviewer
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// really needs the warning for, so we keep them concrete: name the
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// irreversibility or compliance consequence, not the generic risk-level.
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lock_period: 'Genom att klicka godkänn så låses perioden: inga nya verifikationer kan bokföras tills den låses upp.',
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unlock_period: 'Genom att klicka godkänn så låses perioden upp. Använd endast för rättelser; lås igen efter.',
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close_period: 'Genom att klicka godkänn så stängs perioden permanent (BFL). Stängningen kan inte ångras.',
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run_year_end: 'Genom att klicka godkänn så körs bokslut: resultatkonton nollställs, perioden låses, nästa period skapas.',
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set_opening_balances: 'Genom att klicka godkänn så bokförs ingående balans i nästa period.',
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run_currency_revaluation: 'Genom att klicka godkänn så bokförs valutaomvärdering (3960/7960).',
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create_voucher: 'Genom att klicka godkänn så bokförs verifikationen med ett nytt löpnummer.',
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correct_entry: 'Genom att klicka godkänn så stornas originalverifikationen och en rättelse bokförs (BFL 5 kap 5§).',
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reverse_entry: 'Genom att klicka godkänn så stornas verifikationen: originalet behålls synligt (BFL 5 kap).',
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credit_invoice: 'Genom att klicka godkänn så skapas en kreditfaktura och originalverifikationen stornas.',
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delete_draft_invoice: 'Genom att klicka godkänn så tas utkastet bort: onumrerade utkast raderas permanent, numrerade makuleras med bevarat fakturanummer.',
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credit_supplier_invoice: 'Genom att klicka godkänn så krediteras leverantörsfakturan och registreringsverifikationen stornas.',
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approve_supplier_invoice: 'Genom att klicka godkänn så attesteras leverantörsfakturan och blir betalningsbar.',
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convert_invoice: 'Genom att klicka godkänn så konverteras proformafakturan till en riktig faktura med F-nummer.',
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import_sie: 'Genom att klicka godkänn så importeras SIE-filen: räkenskapsperiod, ingående balans och verifikationer skapas.',
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explain_voucher_gap: 'Genom att klicka godkänn så dokumenteras förklaringen för verifikationsluckan (BFNAR 2013:2).',
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post_annual_depreciation: 'Genom att klicka godkänn så bokförs planenlig avskrivning: en verifikation per tillgång.',
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}
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export function singleActionWarning(operationType: string): string {
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return singleActionWarnings[operationType] ?? ''
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}
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// Structured rejection categories. One canonical list: /pending's reject
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// dialog and the chat approval card's reject form render the same options
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// and store the same values (surfaced back to the agent via
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// gnubok_get_recent_rejections).
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export const REJECTION_CATEGORY_LABELS: Record<PendingOperationRejectionCategory, string> = {
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wrong_category: 'Fel kategori / konto',
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wrong_amount: 'Fel belopp',
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duplicate: 'Dubblett',
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wrong_period: 'Fel period',
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other: 'Annat',
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}
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