* 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>
449 lines
17 KiB
TypeScript
449 lines
17 KiB
TypeScript
'use client'
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import { useState, useMemo, useEffect } from 'react'
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import { Input } from '@/components/ui/input'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { Search, ChevronDown, ChevronUp, AlertTriangle, Info, Building2 } from 'lucide-react'
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import {
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getCommonTemplates,
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getAdvancedTemplates,
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searchTemplates,
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type BookingTemplate,
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type TemplateGroup,
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} from '@/lib/bookkeeping/booking-templates'
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import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
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import { isCounterpartyTemplateId } from '@/lib/bookkeeping/counterparty-templates'
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import { convertLibraryToBookingTemplate, LIBRARY_TEMPLATE_PREFIX, isLibraryTemplateId } from '@/lib/bookkeeping/template-library'
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import { getAccountName } from '@/lib/bookkeeping/client-account-names'
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import type { BookingTemplateLibrary, EntityType } from '@/types'
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import type { SuggestedTemplate } from '@/lib/transactions/category-suggestions'
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const GROUP_ORDER: TemplateGroup[] = [
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'premises', 'vehicle', 'it_software', 'office_supplies', 'marketing',
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'travel', 'representation', 'insurance', 'professional_services',
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'bank_finance', 'telecom', 'education', 'personnel', 'revenue',
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'financial', 'private_transfers', 'equipment',
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]
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const GROUP_LABELS: Record<TemplateGroup, string> = {
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premises: 'Lokalkostnader',
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vehicle: 'Fordon',
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it_software: 'IT & Programvara',
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office_supplies: 'Kontorsmaterial',
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marketing: 'Marknadsföring',
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travel: 'Resor & Transport',
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representation: 'Representation',
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insurance: 'Försäkringar',
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professional_services: 'Professionella tjänster',
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bank_finance: 'Bank & Finans',
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telecom: 'Telekom & Internet',
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education: 'Utbildning',
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personnel: 'Personal',
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revenue: 'Intäkter',
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financial: 'Finansiella poster',
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private_transfers: 'Privata transaktioner',
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equipment: 'Inventarier & Utrustning',
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}
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function getVatLabel(template: BookingTemplate): string | null {
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if (!template.vat_treatment) return null
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switch (template.vat_treatment) {
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case 'standard_25': return '25% moms'
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case 'reduced_12': return '12% moms'
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case 'reduced_6': return '6% moms'
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case 'reverse_charge': return 'Omvänd moms'
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case 'export': return 'Momsfri (export)'
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case 'exempt': return 'Momsfri'
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default: return null
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}
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}
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function groupTemplates(templates: BookingTemplate[]): Map<TemplateGroup, BookingTemplate[]> {
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const grouped = new Map<TemplateGroup, BookingTemplate[]>()
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for (const t of templates) {
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const list = grouped.get(t.group) || []
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list.push(t)
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grouped.set(t.group, list)
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}
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return grouped
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}
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interface TemplateCardProps {
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template: BookingTemplate
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selected: boolean
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onClick: () => void
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compact?: boolean
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}
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function TemplateCard({ template, selected, onClick, compact }: TemplateCardProps) {
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const vatLabel = getVatLabel(template)
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return (
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<button
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type="button"
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onClick={onClick}
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className={`w-full text-left rounded-lg border px-3 py-2.5 transition-colors hover:bg-muted/50 ${
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selected
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? 'border-primary bg-primary/5 ring-1 ring-primary'
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: 'border-border'
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}`}
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>
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<div className="flex items-start justify-between gap-2">
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<div className="min-w-0 flex-1">
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<p className={`font-medium ${compact ? 'text-sm' : 'text-sm'} leading-tight`}>
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{template.name_sv}
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</p>
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<div className="flex items-center gap-2 mt-1 flex-wrap">
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<span className="text-xs font-mono text-muted-foreground">
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D: {formatAccountWithName(template.debit_account)} · K: {formatAccountWithName(template.credit_account)}
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</span>
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{vatLabel && (
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<Badge
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variant="secondary"
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className={`text-[10px] px-1.5 py-0 ${
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template.vat_treatment === 'reverse_charge'
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? 'bg-warning/10 text-warning-foreground'
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: ''
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}`}
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>
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{vatLabel}
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</Badge>
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)}
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{template.requires_vat_registration_data && (
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<Badge variant="outline" className="text-[10px] px-1.5 py-0 border-warning/30 text-warning-foreground gap-0.5">
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<AlertTriangle className="h-2.5 w-2.5" />
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Kräver momsreg.nr
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</Badge>
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)}
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</div>
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</div>
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{template.requires_review && (
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<Info className="h-3.5 w-3.5 text-muted-foreground flex-shrink-0 mt-0.5" />
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)}
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</div>
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{template.special_rules_sv && !compact && (
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<p className="text-[11px] text-muted-foreground mt-1.5 leading-snug">
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{template.special_rules_sv}
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</p>
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)}
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</button>
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)
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}
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interface TemplatePickerProps {
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direction: 'expense' | 'income'
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entityType?: EntityType
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suggestedTemplates?: SuggestedTemplate[]
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recentTemplateIds?: string[]
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onSelect: (template: BookingTemplate) => void
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onSelectCounterparty?: (templateId: string) => void
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selectedTemplateId?: string
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}
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export default function TemplatePicker({
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direction,
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entityType,
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suggestedTemplates,
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onSelect,
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onSelectCounterparty,
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selectedTemplateId,
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}: TemplatePickerProps) {
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const [searchQuery, setSearchQuery] = useState('')
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const [showAdvanced, setShowAdvanced] = useState(false)
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const [libraryTemplates, setLibraryTemplates] = useState<BookingTemplate[]>([])
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// Map direction to template direction filter (transfers show in both)
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const templateDirection = direction === 'income' ? 'income' : 'expense'
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// Fetch user-created booking templates (company + team scope) and map
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// convertible ones into BookingTemplate shape. System templates are
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// already covered by the static list below, so we exclude them here.
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useEffect(() => {
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const controller = new AbortController()
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;(async () => {
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try {
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const res = await fetch('/api/settings/booking-templates', { signal: controller.signal })
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if (!res.ok) return
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const { data } = await res.json() as { data?: BookingTemplateLibrary[] }
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if (!data) return
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const mapped = data
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.filter((t) => !t.is_system && t.is_active)
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.map(convertLibraryToBookingTemplate)
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.filter((t): t is BookingTemplate => t !== null)
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setLibraryTemplates(mapped)
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} catch (err) {
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if (err instanceof DOMException && err.name === 'AbortError') return
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}
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})()
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return () => { controller.abort() }
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}, [])
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const commonTemplates = useMemo(
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() => getCommonTemplates(entityType, templateDirection),
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[entityType, templateDirection]
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)
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const advancedTemplates = useMemo(
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() => getAdvancedTemplates(entityType, templateDirection),
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[entityType, templateDirection]
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)
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// Also include transfer templates in both directions
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const commonTransfers = useMemo(
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() => getCommonTemplates(entityType, 'transfer'),
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[entityType]
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)
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const advancedTransfers = useMemo(
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() => getAdvancedTemplates(entityType, 'transfer'),
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[entityType]
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)
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const allCommon = useMemo(
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() => [...commonTemplates, ...commonTransfers],
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[commonTemplates, commonTransfers]
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)
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const allAdvanced = useMemo(
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() => [...advancedTemplates, ...advancedTransfers],
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[advancedTemplates, advancedTransfers]
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)
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// User-created library templates filtered by direction + entity
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const relevantLibraryTemplates = useMemo(() => {
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return libraryTemplates.filter((t) => {
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if (entityType && t.entity_applicability !== 'all' && t.entity_applicability !== entityType) {
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return false
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}
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return t.direction === templateDirection || t.direction === 'transfer'
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})
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}, [libraryTemplates, entityType, templateDirection])
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// Search results (static + library)
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const searchResults = useMemo(() => {
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if (!searchQuery.trim()) return null
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const q = searchQuery.toLowerCase()
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const libraryMatches = relevantLibraryTemplates.filter((t) =>
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t.name_sv.toLowerCase().includes(q) || t.description_sv.toLowerCase().includes(q)
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)
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const staticMatches = searchTemplates(searchQuery, entityType).filter((t) => {
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if (t.direction === templateDirection || t.direction === 'transfer') return true
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return false
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})
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return [...libraryMatches, ...staticMatches]
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}, [searchQuery, entityType, templateDirection, relevantLibraryTemplates])
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// Group templates by group for display
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const commonGrouped = useMemo(() => groupTemplates(allCommon), [allCommon])
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const advancedGrouped = useMemo(() => groupTemplates(allAdvanced), [allAdvanced])
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const handleSelect = (template: BookingTemplate) => {
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// For library-backed templates, bump MRU so they surface at the top next time.
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if (isLibraryTemplateId(template.id)) {
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const libraryId = template.id.slice(LIBRARY_TEMPLATE_PREFIX.length)
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fetch(`/api/settings/booking-templates/${libraryId}/touch`, { method: 'POST' }).catch(() => {})
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}
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onSelect(template)
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}
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// Split suggestions: counterparty templates vs regular booking templates
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const counterpartySuggestions = useMemo(() => {
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if (!suggestedTemplates) return []
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return suggestedTemplates.filter(s => isCounterpartyTemplateId(s.template_id))
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}, [suggestedTemplates])
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const resolvedSuggestions = useMemo(() => {
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if (!suggestedTemplates) return []
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return suggestedTemplates.filter(s => !isCounterpartyTemplateId(s.template_id))
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}, [suggestedTemplates])
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const hasCounterparty = counterpartySuggestions.length > 0 && !!onSelectCounterparty
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const hasSuggestions = resolvedSuggestions.length > 0
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return (
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<div className="flex flex-col h-full">
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{/* Search bar */}
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<div className="relative px-4 pt-3 pb-2">
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<Search className="absolute left-7 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground mt-0.5" />
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<Input
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value={searchQuery}
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onChange={(e) => setSearchQuery(e.target.value)}
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placeholder="Sök mall..."
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className="pl-9 h-9"
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/>
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</div>
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{/* Scrollable content */}
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<div className="flex-1 overflow-auto px-4 pb-4 space-y-4">
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{/* Search results */}
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{searchResults !== null ? (
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<div>
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<p className="text-xs font-medium text-muted-foreground mb-2">
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{searchResults.length === 0 ? 'Inga resultat' : `${searchResults.length} resultat`}
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</p>
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<div className="space-y-1.5">
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{searchResults.map((t) => (
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<TemplateCard
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key={t.id}
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template={t}
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selected={selectedTemplateId === t.id}
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onClick={() => handleSelect(t)}
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/>
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))}
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</div>
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</div>
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) : (
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<>
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{/* User-created library templates (company + team scope) */}
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{relevantLibraryTemplates.length > 0 && (
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<div>
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<p className="text-xs font-medium text-muted-foreground mb-2 flex items-center gap-1.5">
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<Building2 className="h-3 w-3" />
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Mina mallar
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</p>
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<div className="space-y-1.5">
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{relevantLibraryTemplates.map((t) => (
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<TemplateCard
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key={t.id}
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template={t}
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selected={selectedTemplateId === t.id}
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onClick={() => handleSelect(t)}
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compact
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/>
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))}
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</div>
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</div>
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)}
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{/* Counterparty templates — learned from history */}
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{hasCounterparty && (
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<div>
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<p className="text-xs font-medium text-muted-foreground mb-2">Tidigare motparter</p>
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<div className="space-y-1.5">
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{counterpartySuggestions.slice(0, 3).map((s) => (
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<button
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key={s.template_id}
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type="button"
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onClick={() => onSelectCounterparty!(s.template_id)}
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className="w-full text-left rounded-lg border border-border px-3 py-2.5 transition-colors hover:bg-muted/50"
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>
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<div className="flex items-start justify-between gap-2">
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<div className="min-w-0 flex-1">
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<p className="font-medium text-sm leading-tight">{s.name_sv}</p>
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<div className="flex items-center gap-2 mt-1 flex-wrap">
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{s.line_pattern && s.line_pattern.length > 0 ? (
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s.line_pattern.filter(lp => lp.type === 'business').map((lp, i) => (
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<span key={i} className="text-xs font-mono text-muted-foreground">
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{formatAccountWithName(lp.account)}
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</span>
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))
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) : (
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<span className="text-xs font-mono text-muted-foreground">
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D: {getAccountName(s.debit_account)} · K: {getAccountName(s.credit_account)}
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</span>
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)}
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</div>
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</div>
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<span className="text-[10px] text-muted-foreground flex-shrink-0 mt-0.5">
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{s.description_sv}
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</span>
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</div>
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</button>
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))}
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</div>
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</div>
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)}
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{/* Suggested templates */}
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{hasSuggestions && (
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<div>
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<p className="text-xs font-medium text-muted-foreground mb-2">Föreslagna</p>
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<div className="space-y-1.5">
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{resolvedSuggestions.slice(0, 5).map((s) => {
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// Find the full template object
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const fullTemplate = allCommon.find((t) => t.id === s.template_id) ||
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allAdvanced.find((t) => t.id === s.template_id)
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if (!fullTemplate) return null
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return (
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<TemplateCard
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key={s.template_id}
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template={fullTemplate}
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selected={selectedTemplateId === s.template_id}
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onClick={() => handleSelect(fullTemplate)}
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compact
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/>
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)
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})}
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</div>
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</div>
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)}
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{/* Common templates grouped */}
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<div>
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<p className="text-xs font-medium text-muted-foreground mb-2">Vanliga mallar</p>
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<div className="space-y-3">
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{GROUP_ORDER.filter((g) => commonGrouped.has(g)).map((group) => (
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<div key={group}>
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<p className="text-[11px] font-medium text-muted-foreground/70 uppercase tracking-wider mb-1">
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{GROUP_LABELS[group]}
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</p>
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<div className="space-y-1.5">
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{commonGrouped.get(group)!.map((t) => (
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<TemplateCard
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key={t.id}
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template={t}
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selected={selectedTemplateId === t.id}
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onClick={() => handleSelect(t)}
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compact
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/>
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))}
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</div>
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</div>
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))}
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</div>
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</div>
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{/* Advanced templates (collapsible) */}
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{allAdvanced.length > 0 && (
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<div>
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<Button
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variant="ghost"
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size="sm"
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className="w-full justify-between text-xs text-muted-foreground h-8"
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onClick={() => setShowAdvanced(!showAdvanced)}
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>
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Fler mallar ({allAdvanced.length})
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{showAdvanced ? (
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<ChevronUp className="h-3.5 w-3.5" />
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) : (
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<ChevronDown className="h-3.5 w-3.5" />
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)}
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</Button>
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{showAdvanced && (
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<div className="space-y-3 mt-2">
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{GROUP_ORDER.filter((g) => advancedGrouped.has(g)).map((group) => (
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<div key={group}>
|
|
<p className="text-[11px] font-medium text-muted-foreground/70 uppercase tracking-wider mb-1">
|
|
{GROUP_LABELS[group]}
|
|
</p>
|
|
<div className="space-y-1.5">
|
|
{advancedGrouped.get(group)!.map((t) => (
|
|
<TemplateCard
|
|
key={t.id}
|
|
template={t}
|
|
selected={selectedTemplateId === t.id}
|
|
onClick={() => handleSelect(t)}
|
|
compact
|
|
/>
|
|
))}
|
|
</div>
|
|
</div>
|
|
))}
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
</>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|