* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects We never sent auth_method to Enable Banking, so it fell back to the ASPSP's visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate* PSUs the redirect flow does not support Mobile BankID, so authorization failed right after the user approved in the BankID app. Mobile BankID at Handelsbanken is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses when requested explicitly. Resolve the bank's preferred auth method before /auth: query the ASPSP's auth_methods and pick the DECOUPLED (Mobile BankID) method when present, otherwise leave auth_method unset so banks that already work are untouched. The method name is read dynamically per psu_type, so it is robust across sandbox/production naming. - api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods field name (was available_auth_methods, never populated), add getPreferredAuthMethod(), thread optional authMethod through startAuthorization - index: resolve authMethod in /connect and pass it on both fresh + reconnect - tests: cover method selection and request-body shaping Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(invoice-inbox): clean up bulk-selection toolbar UI Redesign the selection toolbar shown when inbox items are checked: one solid primary "Bokför valda" button with outlined secondary actions ("Fråga assistenten", "Ta bort") and a plain selection count. Removes the redundant "Avmarkera" button (users uncheck the still-visible box), fixes label clipping, and gives the toolbar more breathing room. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * chore(entitlements): bypass paywall in local development Add isPaywallBypassed() so all gated capabilities are testable locally without a subscription. Fires only on NODE_ENV=development (npm run dev) or an explicit DISABLE_PAYWALL=true escape hatch — production builds run under NODE_ENV=production and the entitlement suite runs under 'test', so both keep exercising the real gate. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(transactions): implement categorize core for bank transaction categorization - Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations. - Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing. - Implemented fiscal period validation and duplicate booking detection. - Enhanced logging and error handling for transaction categorization. feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata - Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken. - Outputs metadata for business and personal PSU types, including default authentication methods. fix(migrations): increase statement timeout for SIE bulk delete operations - Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports. feat(migrations): add bulk book inbox items to pending operations - Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`. - Supports bulk booking of matched inbox items against bank transactions. test(pg): add tests for replace_period_opening_balance_link RPC - Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow. - Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries. * fix(sie-export): update journal entries and lines handling in SIE export tests * fix(migrations): resolve version collision on 20260629160000 The SIE bulk-delete statement_timeout migration shared version 20260629160000 with journal_entries_list_series_filter (merged from main via #798/#823), causing a schema_migrations_pkey duplicate key error on apply. Rename the branch's migration to 20260629160100. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(compliance): resolve compliance-swarm + review findings - opening-balance/correct: compensating rollback for the non-atomic storno+rebook so a mid-sequence failure never leaves two posted OB entries (ASVS V2.3); durable audit event on every failure path (V16); reference the original verifikationsnummer in the corrected entry per BFL 5 kap 5§; document that requireWrite already enforces write-role + membership (V8.2.1 was a false positive) - reports sources routes: validate the cursor date component as ISO (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2), applied to both the VAT-declaration and trial-balance routes - AgentSessionList: await the rename PATCH, revert the optimistic title and toast on failure (ASVS V4.5) - bank booking: exclude same-batch siblings from the booking-time duplicate guard so bulk-booking distinct same-(date,amount) transactions no longer false-positives; pre-existing duplicate detection is preserved - BulkBookInboxDialog: drop the unsafe currency-based reverse_charge default, add an omvänd skattskyldighet advisory, and type VAT options to the backend VatTreatment union - OpeningBalanceRowEditor: hold onChange in a ref (synced in effect, not during render) so an unstable callback can't cause a render loop Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
186 lines
8.0 KiB
TypeScript
186 lines
8.0 KiB
TypeScript
'use client'
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import Link from 'next/link'
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import { useState } from 'react'
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import { useTranslations } from 'next-intl'
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import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
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import { SettingsLoadError } from '@/components/settings/SettingsLoadError'
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import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
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import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettings'
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import { FiscalYearsManager } from '@/components/settings/FiscalYearsManager'
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import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
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import { VoucherSeriesPerSourceTypeForm } from '@/components/settings/VoucherSeriesPerSourceTypeForm'
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import { applyDefaultSeriesToMap } from '@/lib/bookkeeping/voucher-series-resolver'
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import { PeriodiseringAutoDetectToggle } from '@/components/settings/PeriodiseringAutoDetectToggle'
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import { AccountingFrameworkForm } from '@/components/settings/AccountingFrameworkForm'
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import { useSettings } from '@/components/settings/useSettings'
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import { useCompany } from '@/contexts/CompanyContext'
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import { Label } from '@/components/ui/label'
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import { ExternalLink } from 'lucide-react'
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import type { AccountingFramework, CompanySettings } from '@/types'
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const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
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export function BookkeepingSettingsContent() {
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const t = useTranslations('settings_bookkeeping')
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const { settings, isLoading, updateSettings, refetch } = useSettings()
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const { company } = useCompany()
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// Local mirror of the company-level accounting_framework so the K2/K3
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// selector can reflect its own saves without waiting for the layout to
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// re-render through the server. Falls back to k2 (matches the column
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// default) until the company row is loaded.
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const [framework, setFramework] = useState<AccountingFramework>(
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company?.accounting_framework ?? 'k2',
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)
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if (isLoading) return <SettingsLoadingSkeleton />
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if (!settings) return <SettingsLoadError onRetry={refetch} />
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function handleSave(formData: FormData) {
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const autoLockValue = formData.get('auto_lock_period_days') as string
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const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
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const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
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const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
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const updates: Record<string, unknown> = {
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bookkeeping_locked_through: lockedThrough,
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auto_lock_period_days: autoLockValue === 'none' ? null : parseInt(autoLockValue),
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accounting_method: accountingMethod,
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default_voucher_series: defaultVoucherSeries,
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}
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// Write-through: the booking engine resolves the series from the
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// per-source-type map, NOT from default_voucher_series. So when the user
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// changes the global default, propagate it across the map — but only for
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// types that were still following the previous default, leaving explicit
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// per-type overrides (set via VoucherSeriesPerSourceTypeForm) untouched.
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// Without this the "Standardserie" dropdown is a no-op for bookkeeping.
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// Only runs when the series actually changed, so saving the form for an
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// unrelated reason (e.g. the lock date) never rewrites the map.
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const prevDefault = settings?.default_voucher_series || 'A'
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const currentMap = settings?.default_voucher_series_per_source_type
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if (currentMap && defaultVoucherSeries !== prevDefault) {
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updates.default_voucher_series_per_source_type = applyDefaultSeriesToMap(
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currentMap,
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prevDefault,
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defaultVoucherSeries,
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)
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}
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return {
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updates,
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onSuccess: (data: Record<string, unknown>) => {
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updateSettings(data as Partial<CompanySettings>)
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},
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}
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}
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// K2/K3 selector is only meaningful for AB. EF stays on EF rules and never
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// picks a framework. Use the company row (source of truth) since
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// company_settings.entity_type can be stale on legacy data.
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const isAktiebolag = company?.entity_type === 'aktiebolag'
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return (
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<div className="space-y-8">
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{isAktiebolag && (
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<AccountingFrameworkForm
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current={framework}
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onSaved={(next) => setFramework(next)}
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/>
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)}
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<SettingsFormWrapper onSave={handleSave} className="space-y-8">
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{/* Accounting method */}
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<section className="space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('method_heading')}
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</h2>
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<div className="space-y-2">
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<Label htmlFor="accounting_method">{t('method_label')}</Label>
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<select
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id="accounting_method"
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name="accounting_method"
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defaultValue={settings.accounting_method || 'accrual'}
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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"
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>
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<option value="accrual">{t('method_accrual')}</option>
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<option value="cash">{t('method_cash')}</option>
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</select>
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<p className="text-xs text-muted-foreground">
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{t('method_help')}
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</p>
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</div>
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</section>
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{/* Default voucher series */}
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<div className="border-t border-border pt-8">
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<section className="space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('series_heading')}
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</h2>
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<div className="space-y-2">
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<Label htmlFor="default_voucher_series">{t('series_label')}</Label>
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<select
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id="default_voucher_series"
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name="default_voucher_series"
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defaultValue={settings.default_voucher_series || 'A'}
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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"
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>
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{SERIES_OPTIONS.map((letter) => (
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<option key={letter} value={letter}>{letter}</option>
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))}
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</select>
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<p className="text-xs text-muted-foreground">
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{t('series_help')}
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</p>
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</div>
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</section>
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</div>
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{/* Period locking */}
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<div className="border-t border-border pt-8">
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<PeriodLockingSettings settings={settings} />
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</div>
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</SettingsFormWrapper>
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{/* Fiscal years */}
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<div className="border-t border-border pt-8">
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<FiscalYearsManager />
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</div>
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{/* Voucher series — per-source-type mapping */}
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<div className="border-t border-border pt-8">
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<VoucherSeriesPerSourceTypeForm
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settings={settings}
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onSettingsUpdated={updateSettings}
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/>
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</div>
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{/* Voucher series — read-only display */}
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<div className="border-t border-border pt-8">
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<VoucherSeriesManager defaultSeries={settings.default_voucher_series || 'A'} />
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</div>
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{/* Periodisering auto-detect toggle */}
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<div className="border-t border-border pt-8">
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<PeriodiseringAutoDetectToggle />
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</div>
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{/* Cross-links */}
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<div className="border-t border-border pt-8 space-y-3">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('related_heading')}
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</h2>
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<div className="flex flex-col gap-2">
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<Link
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href="/bookkeeping?tab=accounts"
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className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
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>
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<ExternalLink className="h-3.5 w-3.5" />
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{t('related_chart_of_accounts')}
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</Link>
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</div>
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</div>
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</div>
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)
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}
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