Files
accounted/app/(dashboard)/settings/bookkeeping/page.tsx
T
Mattsson 973a2b81a0 Voucher series switcher (#219)
* Implement company and account deletion features

- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.

* feat: enhance account deletion process and update user notifications

* Add service client for onboarding completion check and update escape hatch visibility

* Enhance invite flow and email handling for company members

* Refactor company context and RLS policies for active company isolation

- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.

* feat: implement viewer role enforcement for write permissions

- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.

* Add default voucher series configuration for manual journal entries
2026-04-12 23:39:14 +02:00

128 lines
5.4 KiB
TypeScript

'use client'
import Link from 'next/link'
import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettings'
import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
import { useSettings } from '@/components/settings/useSettings'
import { Label } from '@/components/ui/label'
import { ExternalLink } from 'lucide-react'
import type { CompanySettings } from '@/types'
const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
export default function BookkeepingSettingsPage() {
const { settings, isLoading, updateSettings } = useSettings()
if (isLoading || !settings) return <SettingsLoadingSkeleton />
function handleSave(formData: FormData) {
const autoLockValue = formData.get('auto_lock_period_days') as string
const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
const updates: Record<string, unknown> = {
bookkeeping_locked_through: lockedThrough,
auto_lock_period_days: autoLockValue === 'none' ? null : parseInt(autoLockValue),
accounting_method: accountingMethod,
default_voucher_series: defaultVoucherSeries,
}
return {
updates,
onSuccess: (data: Record<string, unknown>) => {
updateSettings(data as Partial<CompanySettings>)
},
}
}
return (
<div className="space-y-8">
<SettingsFormWrapper onSave={handleSave} className="space-y-8">
{/* Accounting method */}
<section className="space-y-4">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
Bokföringsmetod
</h2>
<div className="space-y-2">
<Label htmlFor="accounting_method">Metod</Label>
<select
id="accounting_method"
name="accounting_method"
defaultValue={settings.accounting_method || 'accrual'}
className="flex h-10 w-full max-w-xs rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
>
<option value="accrual">Faktureringsmetoden</option>
<option value="cash">Kontantmetoden</option>
</select>
<p className="text-xs text-muted-foreground">
{settings.entity_type === 'aktiebolag'
? 'Aktiebolag med omsättning över 3 MSEK måste använda faktureringsmetoden.'
: 'Kontantmetoden är tillgänglig för enskild firma med omsättning under 3 MSEK.'}
</p>
</div>
</section>
{/* Default voucher series */}
<div className="border-t border-border/8 pt-8">
<section className="space-y-4">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
Standardserie för verifikationer
</h2>
<div className="space-y-2">
<Label htmlFor="default_voucher_series">Serie</Label>
<select
id="default_voucher_series"
name="default_voucher_series"
defaultValue={settings.default_voucher_series || 'A'}
className="flex h-10 w-16 rounded-md border border-input bg-background px-3 py-2 text-sm font-mono ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
>
{SERIES_OPTIONS.map((letter) => (
<option key={letter} value={letter}>{letter}</option>
))}
</select>
<p className="text-xs text-muted-foreground">
Vilken serie som förväljs vid manuell bokföring. Kan ändras per verifikation.
</p>
</div>
</section>
</div>
{/* Period locking */}
<div className="border-t border-border/8 pt-8">
<PeriodLockingSettings settings={settings} />
</div>
</SettingsFormWrapper>
{/* Voucher series — read-only display */}
<div className="border-t border-border/8 pt-8">
<VoucherSeriesManager defaultSeries={settings.default_voucher_series || 'A'} />
</div>
{/* Cross-links */}
<div className="border-t border-border/8 pt-8 space-y-3">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
Relaterat
</h2>
<div className="flex flex-col gap-2">
<Link
href="/bookkeeping"
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ExternalLink className="h-3.5 w-3.5" />
Räkenskapsår och ingående balanser
</Link>
<Link
href="/bookkeeping"
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ExternalLink className="h-3.5 w-3.5" />
Kontoplan (BAS)
</Link>
</div>
</div>
</div>
)
}