Files
accounted/components/bookkeeping/JournalEntryForm.tsx
T
Jakob Wennberg 05651e6402 feat(bookkeeping): journal-entry form UX — persistent tabs, focus-advance, opt-in balance fill, period guards (#650)
Captures working-tree changes to the journal-entry form:
- Persist form state across tab switches: forceMount the three bookkeeping tabs (page.tsx) + hide inactive forceMounted panels in the Tabs primitive (tabs.tsx; no-op for non-forceMount tabs).
- AccountCombobox: new onCommit callback fires on a definitive account selection (dropdown pick or full 4-digit entry); the form uses it to auto-advance focus to the debit field (mobile + desktop layouts via refs + visibility check).
- Replace the surprising auto-fill-balancing-amount on account select with opt-in double-click on a debit/credit field (handleFillBalance) — the prior behaviour misfired when splitting across lines.
- Keep exactly one trailing blank row (StrictMode-safe idempotent effect).
- Review-step safety warnings: different-month-than-last-voucher and closed/locked-period notices (paired sv/en strings) — guards against posting to the wrong month/period.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 18:02:34 +02:00

1216 lines
46 KiB
TypeScript
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
'use client'
import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
import { useTranslations, useLocale } from 'next-intl'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Textarea } from '@/components/ui/textarea'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { useToast } from '@/components/ui/use-toast'
import { Plus, Trash2, AlertTriangle, Loader2, Lock, CalendarPlus } from 'lucide-react'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
import { AddAccountDialog } from '@/components/bookkeeping/AddAccountDialog'
import { Skeleton } from '@/components/ui/skeleton'
import {
useSubmitWithAccountActivation,
throwOnStructuredError,
} from '@/lib/hooks/use-submit-with-account-activation'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency } from '@/lib/utils'
import { formatVoucher, resolveDefaultSeriesForSource } from '@/lib/bookkeeping/voucher-series-resolver'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import { useCompany } from '@/contexts/CompanyContext'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency } from '@/types'
const CURRENCIES: { value: Currency; label: string }[] = [
{ value: 'SEK', label: 'SEK' },
{ value: 'EUR', label: 'EUR' },
{ value: 'USD', label: 'USD' },
{ value: 'GBP', label: 'GBP' },
{ value: 'NOK', label: 'NOK' },
{ value: 'DKK', label: 'DKK' },
]
export interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
line_description: string
currency?: string
amount_in_currency?: number
exchange_rate?: number
}
interface Props {
onCreated?: () => void
onEntryCreated?: (entryId: string) => void
initialLines?: FormLine[]
initialDate?: string
initialDescription?: string
initialNotes?: string
sourceType?: JournalEntrySourceType
sourceId?: string
submitUrl?: string
embedded?: boolean
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
export default function JournalEntryForm({
onCreated,
onEntryCreated,
initialLines,
initialDate,
initialDescription,
initialNotes,
sourceType,
sourceId,
submitUrl,
embedded,
}: Props) {
const { canWrite } = useCanWrite()
const { toast } = useToast()
const { company } = useCompany()
const t = useTranslations('journal_form')
const locale = useLocale()
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
const [description, setDescription] = useState(initialDescription ?? '')
const [notes, setNotes] = useState(initialNotes ?? '')
const [lines, setLines] = useState<FormLine[]>(
initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
)
const [voucherSeries, setVoucherSeries] = useState('A')
const [nextVoucherNumber, setNextVoucherNumber] = useState<number | null>(null)
const [isSubmitting, setIsSubmitting] = useState(false)
const [showReview, setShowReview] = useState(false)
const [isSavingDraft, setIsSavingDraft] = useState(false)
const saveAsDraftRef = useRef(false)
const [showNoDocWarning, setShowNoDocWarning] = useState(false)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [entryCurrency, setEntryCurrency] = useState<Currency>('SEK')
const [exchangeRate, setExchangeRate] = useState('')
const [isFetchingRate, setIsFetchingRate] = useState(false)
const [foreignAmount, setForeignAmount] = useState('')
const [periodMismatch, setPeriodMismatch] = useState<'no_period' | 'wrong_period' | null>(null)
const [showCreatePeriod, setShowCreatePeriod] = useState(false)
// Month (YYYY-MM) of the most recently posted voucher this session. Used to
// flag, at the review step, when the user is about to book into a different
// month — guards against accidentally posting to the wrong month.
const [lastPostedMonth, setLastPostedMonth] = useState<string | null>(null)
// Per-account saldo as of entryDate, keyed by account_number.
// undefined = not fetched, null = fetch in flight.
const [accountBalances, setAccountBalances] = useState<Record<string, number | null>>({})
// Inline account-creation: which line triggered the dialog, and what the
// user typed in the combobox so we can prefill the dialog.
const [creatingAccountForLine, setCreatingAccountForLine] = useState<number | null>(null)
const [createAccountPrefill, setCreateAccountPrefill] = useState<string>('')
// Per-row refs to the debit inputs so we can auto-advance focus there once an
// account is committed on a row. Two layouts render simultaneously (mobile
// cards + desktop table); we focus whichever one is actually visible.
const desktopDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const isForeign = entryCurrency !== 'SEK'
const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
const hasContent = description !== '' || notes !== '' ||
lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
uploadedFiles.length > 0
useUnsavedChanges(hasContent)
async function fetchPeriods() {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
const fetched: FiscalPeriod[] = data || []
setPeriods(fetched)
// Auto-select period matching the current entry date
const match = fetched.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else if (fetched.length > 0) {
setSelectedPeriod(fetched[0].id)
setPeriodMismatch('no_period')
}
}
async function fetchAccounts() {
const res = await fetch('/api/bookkeeping/accounts')
const { data } = await res.json()
setAccounts(data || [])
}
useEffect(() => {
fetchPeriods()
fetchAccounts()
// Fetch default voucher series from company settings — prefer the
// per-source-type mapping when present; fall back to the legacy
// default_voucher_series, then to 'A'.
if (!embedded) {
fetch('/api/settings').then(r => r.json()).then(({ data }) => {
if (!data) return
const effectiveSourceType = sourceType ?? 'manual'
const perSource = resolveDefaultSeriesForSource(
data as { default_voucher_series_per_source_type?: Record<string, string> | null } | null,
effectiveSourceType,
)
const fallback = data.default_voucher_series || 'A'
setVoucherSeries(perSource !== 'A' ? perSource : fallback)
}).catch(() => {/* keep 'A' */})
}
}, [embedded, sourceType])
// Auto-select period when entry date changes
useEffect(() => {
if (periods.length === 0) return
const match = periods.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else {
setPeriodMismatch('no_period')
}
}, [entryDate, periods])
// Preview the upcoming voucher number for the selected period + series.
// Read-only hint; the actual number is reserved atomically at commit time,
// so this may shift by one if another entry lands first.
useEffect(() => {
if (embedded || !selectedPeriod || !voucherSeries) {
setNextVoucherNumber(null)
return
}
let cancelled = false
const qs = new URLSearchParams({ period_id: selectedPeriod, series: voucherSeries })
fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
.then((r) => (r.ok ? r.json() : null))
.then((body) => {
if (cancelled) return
const next = body?.data?.next
setNextVoucherNumber(typeof next === 'number' ? next : null)
})
.catch(() => {
if (!cancelled) setNextVoucherNumber(null)
})
return () => {
cancelled = true
}
}, [embedded, selectedPeriod, voucherSeries])
// Fetch exchange rate from Riksbanken when currency changes
const fetchRate = useCallback(async (currency: Currency) => {
if (currency === 'SEK') return
setIsFetchingRate(true)
try {
const res = await fetch(`/api/currency/rate?currency=${currency}&date=${entryDate}`)
if (res.ok) {
const { data } = await res.json()
if (data?.rate) {
setExchangeRate(String(data.rate))
}
}
} catch {
// Non-critical — user can enter rate manually
} finally {
setIsFetchingRate(false)
}
}, [entryDate])
useEffect(() => {
if (entryCurrency !== 'SEK') {
fetchRate(entryCurrency)
}
}, [entryCurrency, fetchRate])
// Stable key of selected account numbers across all lines, sorted + deduped.
// Only valid 4-digit BAS account numbers are included.
const accountsKey = useMemo(
() =>
Array.from(
new Set(lines.map((l) => l.account_number).filter((a) => /^\d{4}$/.test(a)))
)
.sort()
.join(','),
[lines]
)
// Fetch per-account saldo as of entryDate for the accounts currently on the
// form. Balances are reference-only ("saldo before this entry") — they ignore
// the draft lines the user is typing, by design.
useEffect(() => {
if (!accountsKey) {
setAccountBalances({})
return
}
const accountList = accountsKey.split(',')
// Carry forward any previously-known balances for these accounts so the
// value doesn't blank out on re-fetch; mark genuinely new accounts as
// loading (null).
setAccountBalances((prev) => {
const next: Record<string, number | null> = {}
for (const a of accountList) next[a] = a in prev ? prev[a] : null
return next
})
let cancelled = false
const handle = setTimeout(async () => {
try {
const qs = new URLSearchParams({ accounts: accountsKey, as_of: entryDate })
const res = await fetch(`/api/bookkeeping/account-balances?${qs}`)
if (!res.ok) {
// 4xx (e.g. future entryDate rejected by Zod) or 5xx: collapse the
// loading skeleton so the column doesn't get stuck. Saldo is a
// reference value, not authoritative — showing 0 here is preferable
// to an indefinite spinner.
if (cancelled) return
setAccountBalances((prev) => {
const next = { ...prev }
for (const a of accountList) {
if (next[a] == null) next[a] = 0
}
return next
})
return
}
const body = (await res.json()) as {
data: Array<{ account_number: string; balance: number }>
}
if (cancelled) return
setAccountBalances((prev) => {
const next = { ...prev }
for (const row of body.data) next[row.account_number] = row.balance
return next
})
} catch {
// Reference value — failure is non-fatal, just leave previous state.
}
}, 150)
return () => {
cancelled = true
clearTimeout(handle)
}
}, [accountsKey, entryDate])
const addLine = () => {
setLines([...lines, { ...BLANK_LINE }])
}
const removeLine = (index: number) => {
if (lines.length <= 2) return
setLines(lines.filter((_, i) => i !== index))
}
const updateLine = (index: number, field: keyof FormLine, value: string) => {
const updated = [...lines]
updated[index] = { ...updated[index], [field]: value }
// If entering debit, clear credit and vice versa
if (field === 'debit_amount' && value) {
updated[index].credit_amount = ''
} else if (field === 'credit_amount' && value) {
updated[index].debit_amount = ''
}
// Auto-fill line description from account name when selecting an account.
// NOTE: we intentionally do NOT auto-fill a balancing amount here — that was
// surprising when splitting across several lines. The balancing amount is
// now opt-in via double-clicking a debit/credit field (handleFillBalance).
if (field === 'account_number' && value) {
const account = accounts.find((a) => a.account_number === value)
if (account) {
updated[index].line_description = account.account_name
}
}
setLines(updated)
}
// Outstanding imbalance from every line except `excludeIndex`.
// Positive => debit side is short (a debit on the target row balances it);
// negative => credit side is short.
const computeBalancingDiff = useCallback(
(excludeIndex: number) => {
const others = lines.filter((_, i) => i !== excludeIndex)
const d = others.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const c = others.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
return Math.round((c - d) * 100) / 100
},
[lines]
)
// Opt-in balancing: double-click a debit/credit field to fill the amount that
// makes the voucher balance. No-op if already balanced or if the balancing
// entry belongs on the other side.
const handleFillBalance = (index: number, side: 'debit' | 'credit') => {
const diff = computeBalancingDiff(index)
const fill = side === 'debit' ? diff : -diff
if (fill <= 0) return
updateLine(index, side === 'debit' ? 'debit_amount' : 'credit_amount', fill.toFixed(2))
}
// Move focus to a row's debit input. Deferred a frame so it runs after any
// re-render (e.g. the auto-appended trailing row). offsetParent is null for
// display:none elements, so this picks whichever layout is currently visible.
const focusDebit = useCallback((index: number) => {
requestAnimationFrame(() => {
const d = desktopDebitRefs.current[index]
const m = mobileDebitRefs.current[index]
const target = d && d.offsetParent !== null ? d : m && m.offsetParent !== null ? m : (d ?? m)
target?.focus()
target?.select?.()
})
}, [])
// Keep exactly one trailing blank row so the user never has to click "Lägg
// till rad": once the last row is started (account or amount), append a fresh
// blank below it. Applies uniformly to typed, templated and copied lines.
// The guard lives inside the functional updater so chained updates see each
// other's result — making it idempotent and safe under StrictMode's dev-only
// double-invoke (no runaway append, no double blank row).
useEffect(() => {
setLines((prev) => {
const last = prev[prev.length - 1]
if (!last) return prev
const trailingBlank =
last.account_number === '' && last.debit_amount === '' && last.credit_amount === ''
return trailingBlank ? prev : [...prev, { ...BLANK_LINE }]
})
}, [lines])
// Only lines with both an account and a non-zero amount end up in the submit
// payload (see the filter in handleConfirm). Compute totals and balance from
// those same lines so the enable-gate matches what the API will actually see.
const submittableLines = lines.filter((l) => {
const d = parseFloat(l.debit_amount) || 0
const c = parseFloat(l.credit_amount) || 0
return !!l.account_number && (d > 0 || c > 0)
})
const incompleteLineCount = lines.filter((l) => {
const d = parseFloat(l.debit_amount) || 0
const c = parseFloat(l.credit_amount) || 0
const hasAmount = d > 0 || c > 0
const hasAccount = !!l.account_number
// Row counts as incomplete if exactly one of (account, amount) is present.
return hasAccount !== hasAmount
}).length
const totalDebit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const totalCredit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const isBalanced =
Math.round((totalDebit - totalCredit) * 100) === 0
&& totalDebit > 0
&& submittableLines.length >= 2
&& incompleteLineCount === 0
const rate = parseFloat(exchangeRate) || 0
// If user has manually entered a foreign amount, use that; otherwise derive from SEK total
const parsedForeignInput = parseFloat(foreignAmount) || 0
const computedForeignAmount = isForeign && rate > 0
? (parsedForeignInput > 0
? parsedForeignInput
: (totalDebit > 0 ? Math.round(totalDebit / rate * 100) / 100 : 0))
: 0
// The expected SEK equivalent based on foreign amount × rate
const computedSekAmount = isForeign && rate > 0 && computedForeignAmount > 0
? Math.round(computedForeignAmount * rate * 100) / 100
: 0
// Month/period safety signals surfaced at the review step (not as a blocking
// dialog on every date change — that would add friction to routine entry).
const monthLabel = useCallback(
(ym: string) => {
const [y, m] = ym.split('-').map(Number)
if (!y || !m) return ym
return new Date(y, m - 1, 1).toLocaleDateString(locale === 'en' ? 'en-GB' : 'sv-SE', {
month: 'long',
year: 'numeric',
})
},
[locale]
)
const entryMonth = entryDate.slice(0, 7)
const monthChanged = lastPostedMonth != null && entryMonth !== lastPostedMonth
const selectedPeriodObj = periods.find((p) => p.id === selectedPeriod)
const selectedPeriodLocked = !!(selectedPeriodObj?.locked_at || selectedPeriodObj?.is_closed)
const handleTemplateApply = (templateLines: FormLine[], templateDescription: string) => {
setLines(templateLines)
if (!description) setDescription(templateDescription)
}
const handleOpenCreateAccount = (lineIndex: number, prefill: string) => {
setCreatingAccountForLine(lineIndex)
setCreateAccountPrefill(prefill)
}
// After a new account is created, refresh the chart, auto-select it on the
// line that initiated the create, and close the dialog. All other form
// state is preserved — we never navigate away from the form.
const handleAccountCreated = async (account: BASAccount) => {
await fetchAccounts()
if (creatingAccountForLine != null) {
updateLine(creatingAccountForLine, 'account_number', account.account_number)
}
setCreatingAccountForLine(null)
setCreateAccountPrefill('')
}
const handleReview = () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
if (!embedded && !hasDocuments) {
setShowNoDocWarning(true)
return
}
setShowReview(true)
}
// Inner submit: builds payload, POSTs, throws a structured error on failure
// (so the activation hook can intercept ACCOUNTS_NOT_IN_CHART).
const postJournalEntry = useCallback(async () => {
let currencyMetaApplied = false
const entryLines: CreateJournalEntryLineInput[] = lines
.filter((l) => l.account_number && (l.debit_amount || l.credit_amount))
.map((l) => {
const base: CreateJournalEntryLineInput = {
account_number: l.account_number,
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
line_description: l.line_description || undefined,
}
if (l.currency) {
base.currency = l.currency
if (l.amount_in_currency != null) base.amount_in_currency = l.amount_in_currency
if (l.exchange_rate != null) base.exchange_rate = l.exchange_rate
} else if (isForeign && rate > 0 && l.account_number.startsWith('19') && !currencyMetaApplied) {
base.currency = entryCurrency
base.amount_in_currency = computedForeignAmount
base.exchange_rate = rate
currencyMetaApplied = true
}
return base
})
const baseUrl = submitUrl ?? '/api/bookkeeping/journal-entries'
const url = saveAsDraftRef.current ? `${baseUrl}?as_draft=true` : baseUrl
const res = await fetch(url, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
fiscal_period_id: selectedPeriod,
entry_date: entryDate,
description,
source_type: sourceType ?? 'manual',
source_id: sourceId,
voucher_series: voucherSeries || 'A',
notes: notes || undefined,
lines: entryLines,
}),
})
return (await throwOnStructuredError(res)) as { data?: { id?: string; voucher_series?: string; voucher_number?: number }; journal_entry_id?: string }
}, [lines, isForeign, rate, entryCurrency, computedForeignAmount, submitUrl, selectedPeriod, entryDate, description, sourceType, sourceId, voucherSeries, notes])
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
useSubmitWithAccountActivation(postJournalEntry)
const handleConfirm = async () => {
setIsSubmitting(true)
saveAsDraftRef.current = false
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
if (journalEntryId && uploadedFiles.length > 0) {
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
let linkFailCount = 0
for (const file of filesToLink) {
try {
await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch {
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: t('toast_attach_failed_title'),
description: t('toast_attach_failed_description', { count: linkFailCount }),
variant: 'destructive',
})
}
}
toast({
title: t('toast_created_title'),
description: t('toast_created_description', { voucher: formatVoucher(result.data ?? {}) }),
})
setLastPostedMonth(entryDate.slice(0, 7))
setShowReview(false)
setDescription('')
setNotes('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// User dismissed the activation dialog — no toast needed
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: t('toast_create_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
} finally {
setIsSubmitting(false)
}
}
const handleSaveDraft = async () => {
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
setIsSavingDraft(true)
saveAsDraftRef.current = true
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
if (journalEntryId && uploadedFiles.length > 0) {
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
for (const file of filesToLink) {
try {
await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch {
// Non-blocking: user can attach underlag from the draft view
}
}
}
toast({
title: t('toast_draft_saved_title'),
description: t('toast_draft_saved_description'),
})
setDescription('')
setNotes('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
setEntryCurrency('SEK')
setExchangeRate('')
setForeignAmount('')
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// Activation dialog dismissed — silent
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: t('toast_save_draft_failed'),
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
variant: 'destructive',
})
}
} finally {
saveAsDraftRef.current = false
setIsSavingDraft(false)
}
}
const formContent = (
<div className="space-y-4">
<div className={`grid gap-4 grid-cols-1 ${
embedded && initialDate
? 'sm:grid-cols-2'
: embedded
? 'sm:grid-cols-3'
: 'sm:grid-cols-[1fr_auto_1fr_3.5rem]'
}`}>
<div>
<Label>{t('fiscal_year')}</Label>
<Select value={selectedPeriod} onValueChange={setSelectedPeriod}>
<SelectTrigger className="mt-1">
<SelectValue placeholder={t('fiscal_year_placeholder')} />
</SelectTrigger>
<SelectContent>
{periods.map((p) => (
<SelectItem key={p.id} value={p.id}>
{p.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{!(embedded && initialDate) && (
<div>
<Label>{t('date')}</Label>
<Input
type="date"
value={entryDate}
onChange={(e) => setEntryDate(e.target.value)}
/>
</div>
)}
<div>
<Label>{t('description')}</Label>
<Input
value={description}
onChange={(e) => setDescription(e.target.value)}
placeholder={t('description_placeholder')}
/>
</div>
<div className={embedded ? 'hidden' : 'col-span-full'}>
<Label>{t('internal_note')} <span className="text-muted-foreground font-normal">{t('internal_note_optional')}</span></Label>
<Textarea
value={notes}
onChange={(e) => setNotes(e.target.value)}
placeholder={t('internal_note_placeholder')}
className="mt-1 resize-none"
rows={2}
maxLength={2000}
/>
</div>
{!embedded && (
<div>
<Label>{t('series')}</Label>
<Input
value={voucherSeries}
onChange={(e) => {
const v = e.target.value.toUpperCase().replace(/[^A-Z]/g, '').slice(-1)
setVoucherSeries(v)
}}
onFocus={(e) => {
const target = e.target
setTimeout(() => target.select(), 0)
}}
onBlur={() => {
if (!voucherSeries) setVoucherSeries('A')
}}
className="mt-1 text-center font-mono"
maxLength={1}
/>
</div>
)}
</div>
{/* Period mismatch warning */}
{periodMismatch === 'no_period' && (
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground">
<p className="font-medium">{t('no_period_warning', { date: entryDate })}</p>
<p className="mt-0.5">{t('no_period_help')}</p>
</div>
<Button
variant="outline"
size="sm"
onClick={() => setShowCreatePeriod(true)}
className="shrink-0"
>
<CalendarPlus className="h-3.5 w-3.5 mr-1.5" />
{t('create_period')}
</Button>
</div>
)}
{/* Currency section */}
<div className="flex flex-wrap items-end gap-3">
<div className="w-24">
<Label className="text-xs text-muted-foreground">{t('currency')}</Label>
<Select value={entryCurrency} onValueChange={(v) => {
setEntryCurrency(v as Currency)
if (v === 'SEK') {
setExchangeRate('')
setForeignAmount('')
}
}}>
<SelectTrigger className="mt-1 h-8">
<SelectValue />
</SelectTrigger>
<SelectContent>
{CURRENCIES.map((c) => (
<SelectItem key={c.value} value={c.value}>{c.label}</SelectItem>
))}
</SelectContent>
</Select>
</div>
{isForeign && (
<>
<div className="w-40">
<Label className="text-xs text-muted-foreground">
{t('exchange_rate_label', { currency: entryCurrency })}
</Label>
<div className="relative mt-1">
<Input
type="number"
value={exchangeRate}
onChange={(e) => setExchangeRate(e.target.value)}
placeholder="0,0000"
className="h-8 pr-8"
step="0.0001"
min="0"
/>
{isFetchingRate && (
<Loader2 className="absolute right-2 top-1.5 h-4 w-4 animate-spin text-muted-foreground" />
)}
</div>
</div>
<div className="w-40">
<Label className="text-xs text-muted-foreground">
{t('amount_in_currency_label', { currency: entryCurrency })}
</Label>
<Input
type="number"
value={foreignAmount || (computedForeignAmount > 0 && !parsedForeignInput ? computedForeignAmount.toFixed(2) : '')}
onChange={(e) => setForeignAmount(e.target.value)}
placeholder="0,00"
className="mt-1 h-8"
step="0.01"
min="0"
/>
</div>
{rate > 0 && computedForeignAmount > 0 && (
<p className="text-xs text-muted-foreground pb-1">
{computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} {entryCurrency} × {rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 })} = {computedSekAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
</p>
)}
</>
)}
</div>
{/* Entry lines — mobile cards */}
<div className="sm:hidden space-y-3">
{lines.map((line, index) => (
<div key={index} className="rounded-lg border bg-card p-3 space-y-2">
<div className="flex items-start gap-2">
<div className="flex-1">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(num) => updateLine(index, 'account_number', num)}
onCommit={() => focusDebit(index)}
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
/>
</div>
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px] shrink-0 -mr-1 -mt-1"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
placeholder={t('line_description_placeholder')}
/>
<div className="grid grid-cols-2 gap-2">
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('col_debit')}</Label>
<Input
ref={(el) => { mobileDebitRefs.current[index] = el }}
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'debit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right"
inputMode="decimal"
min="0"
step="0.01"
/>
</div>
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('col_credit')}</Label>
<Input
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'credit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right"
inputMode="decimal"
min="0"
step="0.01"
/>
</div>
</div>
{/^\d{4}$/.test(line.account_number) && (
<div className="flex justify-end text-xs text-muted-foreground tabular-nums pt-0.5">
{accountBalances[line.account_number] === null || accountBalances[line.account_number] === undefined ? (
<Skeleton className="h-3 w-20" />
) : (
<span>
{t('saldo_label')} {formatCurrency(accountBalances[line.account_number] as number)}
</span>
)}
</div>
)}
</div>
))}
{/* Mobile totals */}
<div className="flex justify-between items-center px-1 pt-2 font-semibold text-sm">
<span>{t('sum')}</span>
<div className="flex gap-4">
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
{t('sum_d', { amount: totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
</span>
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
{t('sum_k', { amount: totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
</span>
</div>
</div>
<div className="flex gap-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
className="flex-1"
>
<Plus className="h-3 w-3 mr-1" />
{t('add_line')}
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
</div>
</div>
{/* Entry lines — desktop table */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
<tr className="border-b text-left">
<th className="py-2 w-28">{t('col_account')}</th>
<th className="py-2 px-1">{t('col_description')}</th>
<th className="py-2 w-32 px-1 text-right">{t('col_debit')}</th>
<th className="py-2 w-32 px-1 text-right">{t('col_credit')}</th>
<th className="py-2 w-28 px-1 text-right">{t('col_saldo')}</th>
<th className="py-2 w-10"></th>
</tr>
</thead>
<tbody>
{lines.map((line, index) => (
<tr key={index} className="border-b">
<td className="py-1.5">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(num) => updateLine(index, 'account_number', num)}
onCommit={() => focusDebit(index)}
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
className="h-8"
/>
</td>
<td className="py-1.5 px-1">
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
placeholder={t('line_description_placeholder')}
className="h-8"
/>
</td>
<td className="py-1.5 px-1">
<Input
ref={(el) => { desktopDebitRefs.current[index] = el }}
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'debit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right h-8"
inputMode="decimal"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1">
<Input
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
onDoubleClick={() => handleFillBalance(index, 'credit')}
title={t('fill_balance_tooltip')}
placeholder="0,00"
className="text-right h-8"
inputMode="decimal"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1 text-right tabular-nums text-muted-foreground">
{(() => {
if (!/^\d{4}$/.test(line.account_number)) return null
const bal = accountBalances[line.account_number]
if (bal === null || bal === undefined) {
return <Skeleton className="h-4 w-20 ml-auto" />
}
return formatCurrency(bal)
})()}
</td>
<td className="py-1.5">
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px]"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="font-semibold">
<td colSpan={2} className="py-2 px-1">
{t('sum')}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-success' : 'text-destructive'
}`}
>
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-success' : 'text-destructive'
}`}
>
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td></td>
<td></td>
</tr>
</tfoot>
</table>
<div className="flex gap-2 mt-2">
<Button
variant="outline"
size="sm"
onClick={addLine}
>
<Plus className="h-3 w-3 mr-1" />
{t('add_line')}
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
/>
</div>
<p className="mt-1.5 text-xs text-muted-foreground">{t('fill_balance_hint')}</p>
</div>
{/* Document attachments */}
{!embedded && (
<div>
<Label className="mb-2 block">{t('attachments_label')}</Label>
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
/>
</div>
)}
{!isBalanced && totalDebit > 0 && (
<p className="text-sm text-destructive">
{t('difference', { amount: formatCurrency(Math.abs(totalDebit - totalCredit)) })}
</p>
)}
<div className="flex flex-col items-end gap-1">
<div className="flex gap-2">
<Button
variant="outline"
onClick={handleSaveDraft}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : t('save_draft_tooltip')}
>
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('save_draft')}
</Button>
<Button
onClick={handleReview}
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
title={!canWrite ? t('read_only_tooltip') : undefined}
>
{!canWrite && <Lock className="mr-2 h-4 w-4" />}
{t('review_and_create')}
</Button>
</div>
{(!description || !selectedPeriod || isUploading || periodMismatch || incompleteLineCount > 0 || (!isBalanced && submittableLines.length < 2)) && (
<div className="text-xs text-muted-foreground space-y-0.5 text-right">
{!description && <p>{t('validation_description')}</p>}
{!selectedPeriod && <p>{t('validation_period')}</p>}
{periodMismatch === 'no_period' && <p>{t('validation_no_matching_period')}</p>}
{isUploading && <p>{t('validation_uploading')}</p>}
{incompleteLineCount > 0 && (
<p>{t('validation_incomplete_lines')}</p>
)}
{submittableLines.length < 2 && incompleteLineCount === 0 && (
<p>{t('validation_min_lines')}</p>
)}
</div>
)}
</div>
<ActivateAccountsDialog
open={activationDialog.open}
accountNumbers={activationDialog.accountNumbers}
onConfirm={confirmActivation}
onCancel={cancelActivation}
onCreateUnknown={(num) => {
cancelActivation()
const lineIndex = lines.findIndex((l) => l.account_number === num)
setCreatingAccountForLine(lineIndex >= 0 ? lineIndex : null)
setCreateAccountPrefill(num)
}}
/>
<AddAccountDialog
open={creatingAccountForLine != null}
onOpenChange={(next) => {
if (!next) {
setCreatingAccountForLine(null)
setCreateAccountPrefill('')
}
}}
initialAccountNumber={/^\d{1,4}$/.test(createAccountPrefill) ? createAccountPrefill : undefined}
initialAccountName={/^\d{1,4}$/.test(createAccountPrefill) ? undefined : createAccountPrefill}
onCreated={handleAccountCreated}
/>
<ConfirmationDialog
open={showReview}
onOpenChange={setShowReview}
onConfirm={handleConfirm}
isSubmitting={isSubmitting}
title={
!embedded && nextVoucherNumber != null
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
: t('review_title')
}
warningText={embedded ? '' : t('review_warning')}
>
{(monthChanged || selectedPeriodLocked) && (
<div className="mb-4 flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
{monthChanged && (
<p className="font-medium">
{t('review_month_changed', {
prev: monthLabel(lastPostedMonth as string),
current: monthLabel(entryMonth),
})}
</p>
)}
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
</div>
</div>
)}
<JournalEntryReviewContent
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
entryDate={entryDate}
description={description}
notes={notes || undefined}
voucherSeries={!embedded ? voucherSeries : undefined}
lines={lines}
totalDebit={totalDebit}
totalCredit={totalCredit}
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
showBalanceBadge={!embedded}
hideDate={!!embedded}
/>
</ConfirmationDialog>
{/* Warning dialog when no documents attached */}
<ConfirmationDialog
open={showNoDocWarning}
onOpenChange={setShowNoDocWarning}
onConfirm={() => {
setShowNoDocWarning(false)
setShowReview(true)
}}
isSubmitting={false}
title={t('no_doc_dialog_title')}
warningText={t('no_doc_dialog_warning')}
confirmLabel={t('no_doc_confirm')}
>
<div className="text-sm text-muted-foreground">
{t('no_doc_body')}
</div>
</ConfirmationDialog>
<CreatePeriodDialog
open={showCreatePeriod}
onOpenChange={setShowCreatePeriod}
entryDate={entryDate}
periods={periods}
onCreated={fetchPeriods}
/>
</div>
)
if (embedded) {
return formContent
}
return (
<Card>
<CardHeader>
<CardTitle>{t('card_title')}</CardTitle>
</CardHeader>
<CardContent>
{formContent}
</CardContent>
</Card>
)
}