Files
accounted/components/transactions/TemplatePicker.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

449 lines
17 KiB
TypeScript

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