Files
accounted/components/parties/PartyDossier.tsx
T
04898c3178 feat(parties): company details on the supplier and customer pages, the registry name becomes the displayed name (#2306)
Founder test on a real company (2026-09-05): a supplier created from
"Webhallen Oktober · Dataskärmar till kontoret" kept that text as its
name, and the SCB facts fetched for the party were nowhere on the
supplier page.

- Företagsuppgifter on /suppliers/[id] and /customers/[id]: legal name,
  org number, VAT number, country, then the SCB facts under one source
  line, with "Hämta uppgifter" or "Hitta i företagsregistret" as the one
  action. The registry helpers move out of the dossier into
  RegistryFacts so the three surfaces share them.
- The enrich route makes the registry's legal name the displayed name
  of the party and of supplier and customer rows that still carry the
  party's old name; all-capitals names are set in title case
  (lib/parties/registry-name.ts). Names a person set stay.
- legacyLedgerKey: a party confirmed under the pre-2026-09-04 key keeps
  its vouchers, so a rebuild attaches the new key instead of offering
  the same company again.
- GET /api/parties/[id] reports whether SCB is configured.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-05 13:43:34 +02:00

331 lines
16 KiB
TypeScript

'use client'
import { useEffect, useState } from 'react'
import { isLegalPersonOrgNumber } from '@/lib/parties/scb/org-number'
import { useLocale, useTranslations } from 'next-intl'
import { MoreHorizontal } from 'lucide-react'
import { Button } from '@/components/ui/button'
import { DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuTrigger } from '@/components/ui/dropdown-menu'
import { VTD_CLASS, VTH_CLASS } from '@/components/ui/dry-table'
import { Skeleton } from '@/components/ui/skeleton'
import { SlideOver, SlideOverBody, SlideOverContent, SlideOverHeader } from '@/components/ui/slide-over'
import type { Dossier, PartyRole, RegisterPeriod } from '@/lib/parties/register'
import { formatCurrency, formatDate, formatOrgNumber } from '@/lib/utils'
import { AccountNub } from './AccountNub'
import { registryFacts, registryLabel, registryValue } from './RegistryFacts'
import { regionName } from './SuggestionQueue'
import { formatPaymentIdentity, rhythmLabel, roleLabel } from './format'
import type { MergeCandidate } from './MergeDialog'
function SectionTitle({ children }: { children: React.ReactNode }) {
return <h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">{children}</h2>
}
function Row({ label, value, note }: { label: string; value: React.ReactNode; note?: React.ReactNode }) {
return (
<tr>
<th className={`${VTH_CLASS} w-36`}>{label}</th>
<td className={VTD_CLASS}>
<div className="tabular-nums">{value}</div>
{note ? <div className="text-xs text-muted-foreground">{note}</div> : null}
</td>
</tr>
)
}
/**
* Moment 3: the dossier. Money and booking knowledge come from the ledger;
* "Vad Accounted vet" lists every fact with its source; promotion and
* merge are one action each and always confirm up front.
*/
export function PartyDossier({
partyId,
period,
canWrite,
busy,
onClose,
onPromote,
onDismiss,
onMerge,
onFetchRegistry,
onPickRegistry,
fetching = false,
reloadKey,
}: {
partyId: string | null
period: RegisterPeriod
canWrite: boolean
busy: boolean
onClose: () => void
onPromote: (id: string, roles: PartyRole[]) => void
onDismiss: (id: string) => void
onMerge: (subject: MergeCandidate, suggested: MergeCandidate[]) => void
/** Fetch registry facts from SCB for this party; undefined hides the item. */
onFetchRegistry?: (id: string) => void
/** Open the SCB picker for a party without an org number. */
onPickRegistry?: (id: string, name: string) => void
fetching?: boolean
reloadKey: number
}) {
const t = useTranslations('parties')
const locale = useLocale()
// { partyId, reloadKey } stamps the loaded dossier, so "loading" and
// "failed" are derived instead of set from inside the effect.
const [loaded, setLoaded] = useState<{ partyId: string; reloadKey: number; dossier: Dossier | null } | null>(null)
const current = loaded && loaded.partyId === partyId && loaded.reloadKey === reloadKey ? loaded : null
const dossier = partyId ? (current?.dossier ?? (loaded?.partyId === partyId ? loaded.dossier : null)) : null
const loading = Boolean(partyId) && current === null
const failed = Boolean(partyId) && current !== null && current.dossier === null
useEffect(() => {
if (!partyId) return
let cancelled = false
const key = reloadKey
fetch(`/api/parties/${partyId}`)
.then(async (res) => {
if (!res.ok) throw new Error(String(res.status))
const json = (await res.json()) as { data: Dossier }
if (!cancelled) setLoaded({ partyId, reloadKey: key, dossier: json.data })
})
.catch(() => {
if (!cancelled) setLoaded({ partyId, reloadKey: key, dossier: null })
})
return () => {
cancelled = true
}
}, [partyId, reloadKey])
const p = dossier?.party
const stats = p?.stats ?? null
const suggested = p?.status === 'suggested'
const kicker = p ? (suggested ? t('dossier_kicker_suggested') : roleLabel(t, p.roles)) : ''
const subtitle = stats
? [
t('dossier_seen', { count: stats.occurrences }),
rhythmLabel(t, stats.rhythm),
stats.lastSeen ? t('dossier_last', { date: formatDate(stats.lastSeen) }) : '',
stats.variants.length > 1 ? t('dossier_variants', { count: stats.variants.length }) : '',
]
.filter(Boolean)
.join(' · ')
: ''
const legalName = p?.legalName ?? (dossier?.facts.find((f) => f.field === 'legal_name')?.value as string | undefined) ?? null
const orgFact = dossier?.facts.find((f) => f.field === 'org_number')
const docsFor = (field: string) => {
const f = dossier?.facts.find((x) => x.field === field)
if (!f) return ''
if (f.source === 'registry_scb') return t('source_scb')
const n = (f.reference as { docs?: number } | null)?.docs
return n ? t('fact_from_documents', { count: n }) : f.source === 'ledger' ? t('fact_from_ledger') : f.source === 'user' ? t('fact_from_user') : ''
}
const dominant = dossier?.facts.find((f) => f.field === 'dominant_account')?.value as { account?: string; count?: number } | undefined
const registryVat = dossier?.facts.find((f) => f.field === 'vat_number' && f.source === 'registry_scb')?.value
const countryRaw = dossier?.facts.find((f) => f.field === 'country')?.value
const countryCode = typeof countryRaw === 'string' && /^[A-Za-z]{2}$/.test(countryRaw) ? countryRaw.toUpperCase() : null
// One primary action: the role the ledger suggests and the party does not
// have yet. The other role and everything else live behind the menu.
const missingRoles: PartyRole[] = p ? (['supplier', 'customer'] as PartyRole[]).filter((r) => (r === 'supplier' ? !p.roles.supplierId : !p.roles.customerId)) : []
const primaryRole: PartyRole | null = p ? (missingRoles.find((r) => p.defaultRoles.includes(r)) ?? missingRoles[0] ?? null) : null
const secondaryRole: PartyRole | null = missingRoles.find((r) => r !== primaryRole) ?? null
const scbFetchedAt = dossier?.facts.filter((f) => f.source === 'registry_scb').map((f) => f.fetchedAt ?? f.recordedAt).sort().at(-1) ?? null
return (
<SlideOver open={Boolean(partyId)} onOpenChange={(open) => (!open ? onClose() : undefined)}>
<SlideOverContent>
<SlideOverHeader kicker={kicker} title={p?.displayName ?? (loading ? '…' : '')} />
<SlideOverBody>
{loading && !dossier ? (
<div className="space-y-3">
<Skeleton className="h-4 w-2/3" />
<Skeleton className="h-4 w-1/2" />
<Skeleton className="h-24 w-full" />
</div>
) : failed || !dossier || !p ? (
<p className="text-sm text-muted-foreground">{t('load_failed')}</p>
) : (
<div className="space-y-8">
<div className="space-y-3">
{subtitle ? <p className="text-[13px] text-muted-foreground">{subtitle}</p> : null}
<div className="flex items-center gap-2">
{primaryRole ? (
<Button type="button" size="sm" onClick={() => onPromote(p.id, [primaryRole])} disabled={!canWrite || busy}>
{primaryRole === 'supplier' ? t('promote_supplier') : t('promote_customer')}
</Button>
) : null}
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button type="button" size="sm" variant="outline" aria-label={t('more_actions')} disabled={!canWrite || busy}>
<MoreHorizontal className="h-4 w-4" aria-hidden="true" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="start">
{secondaryRole ? (
<DropdownMenuItem onSelect={() => onPromote(p.id, [secondaryRole])}>
{secondaryRole === 'supplier' ? t('promote_supplier') : t('promote_customer')}
</DropdownMenuItem>
) : null}
{onFetchRegistry && isLegalPersonOrgNumber(p.orgNumber) ? (
<DropdownMenuItem onSelect={() => onFetchRegistry(p.id)} disabled={fetching}>
{fetching ? t('fetching_registry') : t('fetch_registry')}
</DropdownMenuItem>
) : onPickRegistry && !p.orgNumber && p.kind !== 'person' ? (
<DropdownMenuItem onSelect={() => onPickRegistry(p.id, p.legalName ?? p.displayName)} disabled={fetching}>
{t('pick_registry')}
</DropdownMenuItem>
) : null}
<DropdownMenuItem
onSelect={() =>
onMerge(
{ id: p.id, displayName: p.displayName, orgNumber: p.orgNumber, status: p.status },
dossier.similar.map((s) => ({ id: s.id, displayName: s.displayName, orgNumber: s.orgNumber, status: s.status })),
)
}
>
{t('merge')}
</DropdownMenuItem>
{suggested ? <DropdownMenuItem onSelect={() => onDismiss(p.id)}>{t('dismiss')}</DropdownMenuItem> : null}
</DropdownMenuContent>
</DropdownMenu>
</div>
</div>
<section className="space-y-3">
<SectionTitle>{t('section_money')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
{stats?.expenseSek || !stats?.revenueSek ? (
<Row
label={t('money_expense')}
value={formatCurrency(stats?.expenseSek ?? 0)}
note={period === '12m' ? t('money_period_12m') : t('money_period_all')}
/>
) : null}
{stats?.revenueSek ? (
<Row
label={t('money_revenue')}
value={formatCurrency(stats.revenueSek)}
note={period === '12m' ? t('money_period_12m') : t('money_period_all')}
/>
) : null}
{stats?.firstSeen ? <Row label={t('money_first')} value={formatDate(stats.firstSeen)} /> : null}
{stats?.lastSeen ? <Row label={t('money_last')} value={formatDate(stats.lastSeen)} /> : null}
</tbody>
</table>
</section>
<section className="space-y-3">
<SectionTitle>{t('section_bookkeeping')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
<Row
label={t('bk_account')}
value={<AccountNub account={stats?.dominantAccount ?? dominant?.account ?? null} />}
note={
stats?.dominantAccount && stats.occurrences
? t('bk_account_share', {
count: Math.round((stats.dominantShare ?? 0) * (stats.occurrences + 2) - 1) || dominant?.count || 0,
total: stats.occurrences,
})
: undefined
}
/>
<Row label={t('bk_when')} value={t('bk_when_value')} />
</tbody>
</table>
</section>
<section className="space-y-3">
<SectionTitle>{t('section_facts')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
<Row
label={t('fact_name')}
value={p.displayName}
note={stats && stats.variants.length > 1 ? stats.variants.slice(0, 3).join(', ') : undefined}
/>
<Row label={t('fact_legal_name')} value={legalName ?? <span className="text-muted-foreground">{t('fact_missing')}</span>} note={legalName ? docsFor('legal_name') : undefined} />
<Row
label={t('fact_org')}
value={p.orgNumber ? formatOrgNumber(p.orgNumber) : <span className="text-muted-foreground">{t('fact_missing')}</span>}
note={p.orgNumber && orgFact ? docsFor('org_number') : undefined}
/>
<Row
label={t('fact_vat')}
value={p.vatNumber ?? (registryVat ? String(registryVat) : <span className="text-muted-foreground">{t('fact_missing')}</span>)}
note={p.vatNumber ? docsFor('vat_number') || undefined : registryVat ? docsFor('vat_number') : undefined}
/>
{countryCode ? <Row label={t('fact_country')} value={regionName(countryCode, locale)} note={docsFor('country') || undefined} /> : null}
{dossier.identities.map((i) => (
<Row
key={i.id}
label={i.scheme === 'bankgiro' ? t('fact_bankgiro') : i.scheme === 'plusgiro' ? t('fact_plusgiro') : i.scheme}
value={formatPaymentIdentity(i.scheme, i.value)}
note={`${t('fact_from_documents', { count: i.seenCount })} · ${i.status === 'known' ? t('identity_known') : t('identity_unverified')}`}
/>
))}
{scbFetchedAt && registryFacts(dossier.facts).length > 0 ? (
<tr>
<td colSpan={2} className="pt-4 pb-1 text-[11px] uppercase tracking-wider text-muted-foreground">
{t('registry_group', { date: formatDate(scbFetchedAt) })}
</td>
</tr>
) : null}
{registryFacts(dossier.facts).map((f) => (
<Row
key={f.id}
label={f.field === 'postal_address' && !(f.value as { street?: string | null })?.street ? t('fact_postal_code_city') : registryLabel(t, f.field)}
value={registryValue(f.value)}
/>
))}
</tbody>
</table>
</section>
<section className="space-y-3">
<SectionTitle>{t('section_vouchers')}</SectionTitle>
{dossier.vouchers.length === 0 ? (
<p className="text-[13px] text-muted-foreground">{t('vouchers_none')}</p>
) : (
<table className="w-full text-[13px]">
<tbody>
{dossier.vouchers.map((v) => (
<tr key={v.id}>
<td className={`${VTD_CLASS} w-24 whitespace-nowrap text-muted-foreground tabular-nums`}>{formatDate(v.entryDate)}</td>
<td className={`${VTD_CLASS} truncate`}>
{v.voucher ? <span className="text-muted-foreground">{v.voucher} · </span> : null}
{v.description}
</td>
<td className={`${VTD_CLASS} text-right tabular-nums`}>{v.amount ? formatCurrency(v.amount) : ''}</td>
</tr>
))}
</tbody>
</table>
)}
</section>
{dossier.decisions.length > 0 ? (
<section className="space-y-3">
<SectionTitle>{t('section_history')}</SectionTitle>
<table className="w-full text-[13px]">
<tbody>
{dossier.decisions.map((d) => (
<tr key={d.id}>
<td className={`${VTD_CLASS} w-24 whitespace-nowrap text-muted-foreground tabular-nums`}>{formatDate(d.createdAt)}</td>
<td className={VTD_CLASS}>
{['confirm', 'dismiss', 'merge', 'split', 'undo'].includes(d.kind) ? t(`decision_${d.kind}`) : d.kind}
{d.note ? <span className="text-muted-foreground"> · {d.note}</span> : null}
</td>
</tr>
))}
</tbody>
</table>
</section>
) : null}
</div>
)}
</SlideOverBody>
</SlideOverContent>
</SlideOver>
)
}