* feat(parties): Kontakter register, suggestion queue, dossier and merge Phase 1's two surfaces on top of the parties substrate: - /parties page: one list with the five-way switch (Alla, Kunder, Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all period picker, and at most one attention line. Confirmed rows show roles as muted text, rhythm, underlag, dominant account and money. Observed rows are computed and never stored; a generic band keeps unattributed spend visible. - Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk confirm behind one dialog, dismiss on hover, undo on the toast. - Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and identities with source and count), Underlag och verifikat, Historik. - Merge dialog with a visible, swappable survivor and undo. - API: GET /api/parties, GET /api/parties/[id], POST suggest, decide, decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests). - Migration 20260903090000: decide_parties snapshots the reason it clears; undo_party_decisions reverses confirm/dismiss within 30 days; decision kind 'undo'. - The pipeline runs after SIE import and provider migration (non-blocking) so a migrant's register is full on arrival. - Nav entry under Register; sv/en strings. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): pass explicit interpolation values to next-intl next build's type check rejects a typed interface where the translator wants an index-signature record. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): retry label on the load-failed state Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): hard keys for companies without org number, readable names, look-alikes at read time - get_ledger_key_evidence dropped every document for a company whose own org number is NULL (the self check compared against NULL). Replaced in 20260903100000 with a coalesced comparison; pg test covers it. - Display names come from the printed name on documents, otherwise from the voucher text with the AP/AR prefix and supplier number removed. - Look-alike parties (same core, or one core extending the other by whole words: Fortnox / Fortnox Finans) are detected when the register is read, never stored, and feed the Dubblett? chip and the merge dialog. - Queue shows Intäkt beside Kostnad; dossier hides zero money rows and formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no synchronous setState inside effects. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): link every new supplier and customer to a party on write The backfill covered the rows that existed on 2026-09-02; 108 rows created since had no party and never reached the register. A BEFORE INSERT/UPDATE trigger on customers and suppliers now calls ensure_party on every write path at once: find-or-create by org number inside the company, never by name; a private customer gets a kind=person party without any number; a nameless row stays unlinked; a foreign party id is refused with the same error as the composite foreign key; a link to a merged party follows the chain to the survivor; the clear that ON DELETE SET NULL performs is kept. ensure_party lets the trigger act for the row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The migration also links the rows created since the backfill. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): dossier hides dismissed parties and follows merges to the survivor The register hid archived parties while the dossier still served them by id, and a merged party's dossier pointed at a dead row. Superagent P2 on #2206; three unit tests. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the role-link migration past main's 20260903110000 Two files with one version would collide in schema_migrations. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun Founder decision after the walkthrough: users know two words. The page becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen' beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer views go. Each suggestion shows what it becomes (Blir), read from the ledger side and changeable per row; confirming calls promote_parties, which creates the supplier and/or customer row from the party's facts, never a duplicate, and is undoable for 30 days through undo_party_promotions (the created rows are archived, the party returns to the queue). Leverantörer and Kunder carry the one attention line that leads here. The dossier offers Lägg upp som leverantör / som kund. Migration 20260903130000, 5 pg tests, route and unit tests updated. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): write bankgiro and plusgiro the way the supplier form does Identities are stored as digits; suppliers carry 5317-0900. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): fetch registry facts from SCB into the dossier SCB granted API access today (certificate + password, layouts Je and Ae). This adds the first registry enricher of phase 3: - lib/parties/scb: config from env (SCB_API_CERT_PFX_BASE64, SCB_API_CERT_PASSWORD), an mTLS transport on node:https, the mapping of every documented Je variable to a labelled fact, and a client whose wire format sits in one file because SCB replaces the API this month. Legal persons only: a sole trader's org number is a personnummer. - Migration 20260903150000: record_party_facts(company, user, party, source, facts, fetched_at) refreshes unchanged values, supersedes changed ones, never touches other sources. pg test. - POST /api/parties/[id]/enrich: 503 when not configured, 400 for a sole trader, 502 when SCB fails, fills an empty legal name. 7 tests. - Dossier: 'Hämta uppgifter' button (gated on configuration) and the registry rows with 'SCB · datum' as their source line. - scripts/scb/discover.ts prints the live variable list, code tables and one lookup so the request shape is checked against the real API. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): SCB client on the live wire format, mapper on the real Je row Verified against the API on 2026-09-03: an identity lookup is one filter (Variabel 'OrgNr (10 siffror)', Operator ArLikaMed) without status keys, and the row carries '<name>, kod' beside SCB's own text. The mapper now reads those columns, prefers SCB's text, and adds turnover band, seat names and Skatteverket registration. The AB Volvo row is the fixture. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): registry legal name outranks the document one, never a person's Survivorship from the plan: user > registry > document. The dossier's legal-name row now carries 'SCB · datum' when the registry is the source. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): VAT number from the moms flag, one primary action, one source line Founder review of the SCB dossier: - A Swedish company registered for moms has VAT number SE + org number + 01 by construction, so the registry's moms flag yields the number; it fills an empty vat_number on the party and shows in the Momsnr row instead of 'Saknas'. - The 'Registrerad hos Skatteverket' row said nothing (true for every legal person) and is gone. - Five buttons became one primary (the role the ledger suggests) and a menu with the rest; the per-row 'SCB · datum' notes became one group line 'Från SCB · hämtat datum'. - A postal-code-only address (large companies) is labelled as such. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): do not repeat the county when it equals the municipality Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): SCB picker for parties without an org number 'Hitta i företagsregistret' in the dossier menu opens a picker: SCB is searched on the party's name (prefix first, contains as fallback, counts before rows, capped at 25, natural persons and estates excluded, active companies first). The user chooses; the org number is recorded as a fact with source 'user' and set on the party, then the normal fetch runs, so every later fetch is by number. A number another live party holds is refused with a pointer to it. One match is still shown, never auto-picked. The transport retries once on a dropped connection (seen live). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): a picked org number shows in the queue's reason and counts as a hard key Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): SCB search tightened after a batch of real supplier names Twenty-five prod supplier names and twenty org numbers across every legal form went through the search and the lookup: - total is what the picker can offer, not SCB's raw count (Eismann counted one row and offered none, a natural person); - foreign legal forms stay in the query: they are part of the registered name and dropping them floods (Schmidt GmbH became 167 Schmidts); - a fusion or delning in progress is no longer a warning (Fortnox AB and Avanza Bank trade normally under 'Fusion pågår'); distress and disappearance codes still are. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the four queue migrations past main's 20260903170000 Main merged 20260903120000_skattekonto_transactions_realtime_publication with the same version as the role-link trigger; the preview database refused the duplicate key. All four now sit after main's newest so the set applies in one ordered run on prod. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move record_party_facts after the queue migrations Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move record_party_facts to a version after tonight's collisions Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
142 lines
5.8 KiB
TypeScript
142 lines
5.8 KiB
TypeScript
'use client'
|
|
|
|
import { useEffect, useState } from 'react'
|
|
import { useTranslations } from 'next-intl'
|
|
import { Badge } from '@/components/ui/badge'
|
|
import { Button } from '@/components/ui/button'
|
|
import { Dialog, DialogContent, DialogDescription, DialogFooter, DialogHeader, DialogTitle } from '@/components/ui/dialog'
|
|
import { Input } from '@/components/ui/input'
|
|
import { Skeleton } from '@/components/ui/skeleton'
|
|
import type { ScbCandidate, ScbSearchResult } from '@/lib/parties/scb/client'
|
|
import { formatOrgNumber } from '@/lib/utils'
|
|
|
|
/**
|
|
* "SCB hittar två företag som liknar Adobe Systems Software, vilket menar
|
|
* du?" The picker for a party without an org number: the user chooses,
|
|
* the org number lands on the party, and every later fetch is by number.
|
|
* One match is still shown, never auto-picked.
|
|
*/
|
|
export function ScbPickerDialog({
|
|
open,
|
|
onOpenChange,
|
|
partyId,
|
|
partyName,
|
|
busy,
|
|
onPick,
|
|
}: {
|
|
open: boolean
|
|
onOpenChange: (open: boolean) => void
|
|
partyId: string
|
|
partyName: string
|
|
busy: boolean
|
|
onPick: (candidate: ScbCandidate) => Promise<void>
|
|
}) {
|
|
const t = useTranslations('parties')
|
|
const tCommon = useTranslations('common')
|
|
const [query, setQuery] = useState('')
|
|
const [loaded, setLoaded] = useState<{ key: string; result: ScbSearchResult | null; failed: boolean } | null>(null)
|
|
const [selected, setSelected] = useState<string | null>(null)
|
|
|
|
const key = `${partyId}:${query.trim()}`
|
|
const current = loaded && loaded.key === key ? loaded : null
|
|
const loading = open && current === null
|
|
|
|
useEffect(() => {
|
|
if (!open) return
|
|
let cancelled = false
|
|
const ctrl = new AbortController()
|
|
const timer = setTimeout(async () => {
|
|
try {
|
|
const params = query.trim() ? `?q=${encodeURIComponent(query.trim())}` : ''
|
|
const res = await fetch(`/api/parties/${partyId}/enrich/candidates${params}`, { signal: ctrl.signal })
|
|
const json = (await res.json()) as { data?: ScbSearchResult }
|
|
if (!cancelled) setLoaded({ key, result: res.ok ? (json.data ?? null) : null, failed: !res.ok })
|
|
} catch {
|
|
if (!cancelled) setLoaded({ key, result: null, failed: true })
|
|
}
|
|
}, query.trim() ? 300 : 0)
|
|
return () => {
|
|
cancelled = true
|
|
clearTimeout(timer)
|
|
ctrl.abort()
|
|
}
|
|
}, [open, partyId, query, key])
|
|
|
|
const result = current?.result ?? null
|
|
const candidates = result?.candidates ?? []
|
|
const chosen = candidates.find((c) => c.orgNumber === selected) ?? null
|
|
|
|
return (
|
|
<Dialog open={open} onOpenChange={onOpenChange}>
|
|
<DialogContent className="sm:max-w-lg">
|
|
<DialogHeader>
|
|
<DialogTitle>{t('picker_title')}</DialogTitle>
|
|
<DialogDescription>
|
|
{result && !current?.failed
|
|
? result.truncated
|
|
? t('picker_too_many', { count: result.total, query: result.query })
|
|
: candidates.length === 0
|
|
? t('picker_none', { query: result.query })
|
|
: t('picker_found', { count: candidates.length, query: result.query })
|
|
: t('picker_body', { name: partyName })}
|
|
</DialogDescription>
|
|
</DialogHeader>
|
|
<div className="space-y-4">
|
|
<Input
|
|
value={query}
|
|
onChange={(e) => {
|
|
setQuery(e.target.value)
|
|
setSelected(null)
|
|
}}
|
|
placeholder={t('picker_search_placeholder')}
|
|
aria-label={t('picker_search_placeholder')}
|
|
/>
|
|
{loading ? (
|
|
<div className="space-y-2">
|
|
<Skeleton className="h-10 w-full" />
|
|
<Skeleton className="h-10 w-full" />
|
|
</div>
|
|
) : current?.failed ? (
|
|
<p className="text-sm text-muted-foreground">{t('registry_unavailable_title')}</p>
|
|
) : candidates.length > 0 ? (
|
|
<ul className="max-h-80 divide-y divide-border overflow-y-auto rounded-lg border border-border" role="listbox" aria-label={t('picker_title')}>
|
|
{candidates.map((c) => {
|
|
const isSelected = selected === c.orgNumber
|
|
return (
|
|
<li key={c.orgNumber}>
|
|
<button
|
|
type="button"
|
|
role="option"
|
|
aria-selected={isSelected}
|
|
onClick={() => setSelected(c.orgNumber)}
|
|
className={`flex w-full items-start gap-3 px-4 py-3 text-left text-[13px] transition-colors duration-150 hover:bg-secondary/35 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring ${isSelected ? 'bg-secondary/60' : ''}`}
|
|
>
|
|
<div className="min-w-0 flex-1">
|
|
<div className="flex items-center gap-2">
|
|
<span className="truncate font-medium">{c.name}</span>
|
|
{!c.active ? <Badge variant="warning">{c.status ?? t('picker_inactive')}</Badge> : null}
|
|
</div>
|
|
<div className="truncate text-xs text-muted-foreground tabular-nums">
|
|
{[formatOrgNumber(c.orgNumber), c.city, c.industry].filter(Boolean).join(' · ')}
|
|
</div>
|
|
</div>
|
|
</button>
|
|
</li>
|
|
)
|
|
})}
|
|
</ul>
|
|
) : null}
|
|
</div>
|
|
<DialogFooter>
|
|
<Button type="button" variant="outline" onClick={() => onOpenChange(false)} disabled={busy}>
|
|
{tCommon('cancel')}
|
|
</Button>
|
|
<Button type="button" onClick={() => (chosen ? void onPick(chosen) : undefined)} disabled={busy || !chosen}>
|
|
{chosen ? t('picker_confirm', { name: chosen.name }) : t('picker_confirm_empty')}
|
|
</Button>
|
|
</DialogFooter>
|
|
</DialogContent>
|
|
</Dialog>
|
|
)
|
|
}
|