Files
accounted/components/bookkeeping/BookingTemplatePicker.tsx
T
Jakob WennbergandClaude Opus 4.7 4cd0a55761 Copy voucher, MRU booking templates, and PDF export for reports (#303)
* feat: copy voucher, MRU booking templates, and PDF export for reports

- Add "Kopiera verifikat" action on the journal-entry detail page that
  prefills a new draft with the source entry's lines, description, and
  notes. Date defaults to today so locked-period posts can't happen by
  accident; source_type resets to manual.
- Track per-company MRU for booking_template_library rows via a new
  booking_template_usage table (fire-and-forget touch endpoint hooked
  into both pickers) and sort the list most-recently-used first for
  the active company.
- Generate downloadable PDFs for balansräkning and resultaträkning
  using the existing @react-pdf/renderer toolchain. Adds a reusable
  parameterized template and two API routes, with download buttons
  on the matching report views.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback on copy-voucher + report PDFs

Compliance review (Swedish accounting):
- Balance-sheet PDF now refuses to render when
  tillgångar ≠ eget kapital och skulder; the stale "Differens" summary
  row is gone. The on-screen view still surfaces the existing
  "Balanserar ej" warning so users can diagnose the imbalance before
  downloading. ÅRL 3 kap / K2 / K3 require exact balance.
- Both PDF routes now 400 when the requested fiscal period cannot be
  resolved — identifiable period is part of räkenskapsinformation
  under BFL 7 kap.
- Income-statement PDF adds the mandatory
  "Resultat efter finansiella poster" subtotal when financial items
  are present, per K2/K3 uppställningsform (ÅRL bilaga 2).
- Copy-voucher flow now shows a clear banner ("Kopia av verifikat X —
  nytt, fristående verifikat skapas") so users cannot mistake the copy
  for a rättelse/storno.

Code review (Greptile):
- New migration adds updated_at column + trigger to
  booking_template_usage (project convention; applied to the
  Supabase project).
- Replace localeCompare on ISO timestamps with plain relational
  comparison to avoid any locale-dependent ordering.
- UUID-format validation on the copy_from query param before it goes
  into the fetch URL.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: second round of Swedish compliance fixes on report PDFs

- Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor
  totals (SFL 22:1 convention). The previous 0.5-öre tolerance could
  reject a legitimate balance sheet when accumulated floating-point
  noise across hundreds of ledger lines exceeded the threshold. The
  on-screen view still surfaces the öre-precise "Balanserar ej" badge
  for diagnostic visibility.
- Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat"
  notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being
  mistaken for or filed as an approved årsredovisning.
- Income-statement PDF now follows K2/K3 uppställningsform
  (ÅRL bilaga 2) by splitting class 8 into three blocks with named
  subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88),
  Skatter (89). The summary now always shows a "Skatt på årets
  resultat" row so the reader can verify the tax calculation, and
  adds "Resultat efter finansiella poster" / "Bokslutsdispositioner"
  subtotals when each block is present.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: harden report PDFs against out-of-band filing + future BAS growth

- Append "-utkast" to downloaded PDF filenames. The filename survives the
  PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf
  in a Downloads folder or forwarded attachment is ambiguous, whereas
  balansrakning-2026-01-01-utkast.pdf makes the draft status legible
  even without opening the document.
- Add a catch-all "Övriga finansiella poster" bucket in the
  income-statement PDF for any class-8 section whose account prefix
  isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in
  the "Resultat efter finansiella poster" subtotal so arithmetic stays
  consistent. Future-proofs the PDF against a generator change that
  starts emitting 85–87 sections.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 22:28:41 +02:00

253 lines
9.4 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo, useCallback } from 'react'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@/components/ui/dialog'
import { BookOpen, Search, Building2, Users, Globe } from 'lucide-react'
import { TEMPLATE_CATEGORY_LABELS, SCOPE_LABELS, getTemplateScope, applyTemplate } from '@/lib/bookkeeping/template-library'
import type { BookingTemplateLibrary, BookingTemplateCategory, EntityType } from '@/types'
import type { FormLine } from '@/components/bookkeeping/JournalEntryForm'
interface Props {
onApply: (lines: FormLine[], description: string) => void
entityType?: EntityType
}
const SCOPE_ICONS = {
system: Globe,
team: Users,
company: Building2,
} as const
export default function BookingTemplatePicker({ onApply, entityType }: Props) {
const { toast } = useToast()
const [open, setOpen] = useState(false)
const [templates, setTemplates] = useState<BookingTemplateLibrary[]>([])
const [isLoading, setIsLoading] = useState(false)
const [search, setSearch] = useState('')
const [selectedCategory, setSelectedCategory] = useState<BookingTemplateCategory | 'all'>('all')
const [amount, setAmount] = useState('')
const [selectedId, setSelectedId] = useState<string | null>(null)
const fetchTemplates = useCallback(async (signal?: AbortSignal) => {
setIsLoading(true)
try {
const r = await fetch('/api/settings/booking-templates', { signal })
const { data } = await r.json()
setTemplates(data || [])
} catch (err) {
if (err instanceof DOMException && err.name === 'AbortError') return
toast({ title: 'Fel', description: 'Kunde inte hämta mallar', variant: 'destructive' })
} finally {
setIsLoading(false)
}
}, [toast])
useEffect(() => {
if (!open) return
const controller = new AbortController()
fetchTemplates(controller.signal)
return () => { controller.abort() }
}, [open, fetchTemplates])
const filtered = useMemo(() => {
let result = templates
// Filter by entity type
if (entityType) {
result = result.filter((t) => t.entity_type === 'all' || t.entity_type === entityType)
}
// Filter by category
if (selectedCategory !== 'all') {
result = result.filter((t) => t.category === selectedCategory)
}
// Filter by search
if (search) {
const lower = search.toLowerCase()
result = result.filter(
(t) =>
t.name.toLowerCase().includes(lower) ||
t.description.toLowerCase().includes(lower),
)
}
return result
}, [templates, entityType, selectedCategory, search])
// Unique categories present in templates
const availableCategories = useMemo(() => {
const cats = new Set(templates.map((t) => t.category))
return Array.from(cats).sort()
}, [templates])
const selected = selectedId ? templates.find((t) => t.id === selectedId) : null
function handleApply() {
if (!selected) return
const totalAmount = parseFloat(amount)
if (!totalAmount || totalAmount <= 0) {
toast({ title: 'Ange belopp', description: 'Ange ett belopp för att använda mallen.', variant: 'destructive' })
return
}
const lines = applyTemplate(selected.lines, totalAmount)
// Fire-and-forget MRU bump so this template surfaces at the top next time.
fetch(`/api/settings/booking-templates/${selected.id}/touch`, { method: 'POST' }).catch(() => {})
onApply(lines, selected.name)
setOpen(false)
setSelectedId(null)
setAmount('')
setSearch('')
}
return (
<Dialog open={open} onOpenChange={setOpen}>
<DialogTrigger asChild>
<Button variant="outline" size="sm" type="button">
<BookOpen className="h-3.5 w-3.5 mr-1.5" />
Använd mall
</Button>
</DialogTrigger>
<DialogContent className="max-w-2xl max-h-[80vh] flex flex-col">
<DialogHeader>
<DialogTitle>Bokföringsmallar</DialogTitle>
</DialogHeader>
{/* Search + category filter */}
<div className="flex flex-col sm:flex-row gap-2">
<div className="relative flex-1">
<Search className="absolute left-2.5 top-2.5 h-4 w-4 text-muted-foreground" />
<Input
value={search}
onChange={(e) => setSearch(e.target.value)}
placeholder="Sök mall..."
className="pl-9"
/>
</div>
<div className="flex gap-1 flex-wrap">
<Button
variant={selectedCategory === 'all' ? 'default' : 'outline'}
size="sm"
onClick={() => setSelectedCategory('all')}
type="button"
>
Alla
</Button>
{availableCategories.map((cat) => (
<Button
key={cat}
variant={selectedCategory === cat ? 'default' : 'outline'}
size="sm"
onClick={() => setSelectedCategory(cat as BookingTemplateCategory)}
type="button"
>
{TEMPLATE_CATEGORY_LABELS[cat as BookingTemplateCategory]}
</Button>
))}
</div>
</div>
{/* Template list */}
<div className="flex-1 overflow-y-auto space-y-1 min-h-0">
{isLoading ? (
<p className="text-sm text-muted-foreground py-8 text-center">Laddar mallar...</p>
) : filtered.length === 0 ? (
<p className="text-sm text-muted-foreground py-8 text-center">Inga mallar hittades.</p>
) : (
filtered.map((t) => {
const scope = getTemplateScope(t)
const ScopeIcon = SCOPE_ICONS[scope]
const isSelected = selectedId === t.id
return (
<button
key={t.id}
type="button"
onClick={() => setSelectedId(isSelected ? null : t.id)}
className={`w-full text-left rounded-lg border p-3 transition-colors ${
isSelected
? 'border-primary bg-primary/5'
: 'border-border hover:border-primary/40 hover:bg-muted/50'
}`}
>
<div className="flex items-start justify-between gap-2">
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2">
<span className="font-medium text-sm">{t.name}</span>
<Badge variant="secondary" className="text-[10px] px-1.5 py-0 shrink-0">
<ScopeIcon className="h-3 w-3 mr-0.5" />
{SCOPE_LABELS[scope]}
</Badge>
{t.entity_type !== 'all' && (
<Badge variant="outline" className="text-[10px] px-1.5 py-0 shrink-0">
{t.entity_type === 'enskild_firma' ? 'EF' : 'AB'}
</Badge>
)}
</div>
{t.description && (
<p className="text-xs text-muted-foreground mt-0.5 line-clamp-2">
{t.description}
</p>
)}
</div>
</div>
{/* Show lines preview when selected */}
{isSelected && (
<div className="mt-2 pt-2 border-t space-y-1">
{t.lines.map((line, i) => (
<div key={i} className="flex items-center gap-2 text-xs font-mono text-muted-foreground">
<span className="w-10">{line.account}</span>
<span className="flex-1 truncate">{line.label}</span>
<span className={line.side === 'debit' ? 'text-foreground' : ''}>
{line.side === 'debit' ? (line.type === 'vat' && line.vat_rate ? `${(line.vat_rate * 100).toFixed(0)}% moms` : 'D') : ''}
</span>
<span className={line.side === 'credit' ? 'text-foreground' : ''}>
{line.side === 'credit' ? (line.type === 'vat' && line.vat_rate ? `${(line.vat_rate * 100).toFixed(0)}% moms` : 'K') : ''}
</span>
</div>
))}
</div>
)}
</button>
)
})
)}
</div>
{/* Apply section */}
{selected && (
<div className="flex items-end gap-3 pt-3 border-t">
<div className="flex-1">
<label className="text-xs font-medium text-muted-foreground mb-1 block">
Totalt belopp (inkl. moms)
</label>
<Input
type="number"
value={amount}
onChange={(e) => setAmount(e.target.value)}
placeholder="0,00"
min="0"
step="0.01"
inputMode="decimal"
autoFocus
/>
</div>
<Button onClick={handleApply} type="button">
Använd mall
</Button>
</div>
)}
</DialogContent>
</Dialog>
)
}