Files
accounted/components/common/ReportDateRange.tsx
T
Jakob Wennberg c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643)
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:52:01 +02:00

238 lines
8.4 KiB
TypeScript

'use client'
import { useCallback, useEffect, useMemo, useState } from 'react'
import { useTranslations } from 'next-intl'
import { useCompany } from '@/contexts/CompanyContext'
import { Label } from '@/components/ui/label'
import { Input } from '@/components/ui/input'
import { cn } from '@/lib/utils'
export type DateRangeValue = {
/** Inclusive lower bound. ISO YYYY-MM-DD. `undefined` = period start. */
fromDate?: string
/** Inclusive upper bound. ISO YYYY-MM-DD. `undefined` = period end. */
toDate?: string
}
type Preset = 'full_year' | 'ytd' | 'this_month' | 'last_month' | 'this_quarter' | 'custom'
interface Props {
/** Selected fiscal period — bounds the range. */
periodStart: string
periodEnd: string
value: DateRangeValue
onChange: (next: DateRangeValue) => void
className?: string
}
const STORAGE_KEY_PREFIX = 'Accounted:report-range-preset:'
const PRESETS: Preset[] = ['full_year', 'ytd', 'this_month', 'last_month', 'this_quarter', 'custom']
function todayIso(): string {
// Local calendar date — using toISOString() returns UTC, which falls a day
// behind for Swedish users between midnight and 01:00/02:00 local time and
// would silently truncate "today" from YTD / this-month / this-quarter.
const d = new Date()
const y = d.getFullYear()
const m = String(d.getMonth() + 1).padStart(2, '0')
const day = String(d.getDate()).padStart(2, '0')
return `${y}-${m}-${day}`
}
function clampToPeriod(date: string, periodStart: string, periodEnd: string): string {
if (date < periodStart) return periodStart
if (date > periodEnd) return periodEnd
return date
}
/**
* Resolve a preset to a concrete range inside the fiscal period.
*
* Endpoints are always clamped to the period — e.g. "this month" outside the
* period collapses to a zero-width range at whichever boundary you're nearest.
* `full_year` returns `{}` so the API call omits the params entirely and the
* report falls back to its full-period default (preserves cache parity with
* the pre-feature behaviour).
*/
function resolvePreset(
preset: Preset,
periodStart: string,
periodEnd: string,
reference: string,
): DateRangeValue {
if (preset === 'full_year') return {}
if (preset === 'custom') return {}
if (preset === 'ytd') {
const to = clampToPeriod(reference, periodStart, periodEnd)
return { fromDate: periodStart, toDate: to }
}
const ref = new Date(reference)
// Same UTC pitfall as todayIso(): Date.toISOString() returns UTC, so a
// local Date constructed via `new Date(y, m, d)` round-trips to the wrong
// calendar day in any timezone west of UTC. Use the local components.
const toLocalIso = (d: Date) =>
`${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
if (preset === 'this_month') {
const y = ref.getFullYear()
const m = ref.getMonth()
const start = `${y}-${String(m + 1).padStart(2, '0')}-01`
const end = toLocalIso(new Date(y, m + 1, 0))
return {
fromDate: clampToPeriod(start, periodStart, periodEnd),
toDate: clampToPeriod(end, periodStart, periodEnd),
}
}
if (preset === 'last_month') {
const y = ref.getFullYear()
const m = ref.getMonth() - 1
const start = toLocalIso(new Date(y, m, 1))
const end = toLocalIso(new Date(y, m + 1, 0))
return {
fromDate: clampToPeriod(start, periodStart, periodEnd),
toDate: clampToPeriod(end, periodStart, periodEnd),
}
}
if (preset === 'this_quarter') {
const y = ref.getFullYear()
const q = Math.floor(ref.getMonth() / 3)
const start = `${y}-${String(q * 3 + 1).padStart(2, '0')}-01`
const end = toLocalIso(new Date(y, q * 3 + 3, 0))
return {
fromDate: clampToPeriod(start, periodStart, periodEnd),
toDate: clampToPeriod(end, periodStart, periodEnd),
}
}
return {}
}
/**
* Date-range picker for the resultat-/balansrapport family.
*
* Default = "Hittills i år" (YTD) which matches Fortnox/Visma. A "Hela året"
* preset clears the range entirely so the API falls back to full-period
* behaviour. Custom range is clamped to the fiscal period — cross-year
* ranges are out of scope.
*/
export function ReportDateRange({
periodStart,
periodEnd,
value,
onChange,
className,
}: Props) {
const t = useTranslations('reports')
const { company } = useCompany()
const [preset, setPreset] = useState<Preset>('ytd')
// Restore last-used preset per company, then resolve it against the
// current fiscal period. The period selector lives upstream — when it
// changes, we re-resolve so the dates always sit inside the visible year.
useEffect(() => {
if (!company?.id || typeof window === 'undefined') return
const stored = window.localStorage.getItem(STORAGE_KEY_PREFIX + company.id) as Preset | null
const initial: Preset = stored && PRESETS.includes(stored) ? stored : 'ytd'
setPreset(initial)
if (initial !== 'custom') {
onChange(resolvePreset(initial, periodStart, periodEnd, todayIso()))
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [company?.id, periodStart, periodEnd])
const handlePreset = useCallback(
(next: Preset) => {
setPreset(next)
if (company?.id && typeof window !== 'undefined') {
window.localStorage.setItem(STORAGE_KEY_PREFIX + company.id, next)
}
if (next === 'custom') {
// Seed the custom inputs with whatever is currently active so the
// user can nudge them rather than start from scratch.
if (!value.fromDate && !value.toDate) {
onChange({ fromDate: periodStart, toDate: clampToPeriod(todayIso(), periodStart, periodEnd) })
}
return
}
onChange(resolvePreset(next, periodStart, periodEnd, todayIso()))
},
[company?.id, onChange, periodEnd, periodStart, value.fromDate, value.toDate],
)
const handleFromChange = (raw: string) => {
const next = raw ? clampToPeriod(raw, periodStart, periodEnd) : undefined
onChange({ fromDate: next, toDate: value.toDate })
}
const handleToChange = (raw: string) => {
const next = raw ? clampToPeriod(raw, periodStart, periodEnd) : undefined
onChange({ fromDate: value.fromDate, toDate: next })
}
const presetLabels: Record<Preset, string> = useMemo(
() => ({
full_year: t('date_range_preset_full_year'),
ytd: t('date_range_preset_ytd'),
this_month: t('date_range_preset_this_month'),
last_month: t('date_range_preset_last_month'),
this_quarter: t('date_range_preset_this_quarter'),
custom: t('date_range_preset_custom'),
}),
[t],
)
return (
<div className={cn('flex flex-col gap-2', className)}>
<Label className="text-xs font-medium uppercase tracking-wider text-muted-foreground">
{t('date_range_label')}
</Label>
<div className="flex flex-wrap items-center gap-1.5">
{PRESETS.map((p) => {
const active = preset === p
return (
<button
key={p}
type="button"
onClick={() => handlePreset(p)}
className={cn(
'px-3 py-1.5 text-xs rounded-md border transition-colors duration-150',
active
? 'bg-secondary border-border text-foreground'
: 'bg-transparent border-border text-muted-foreground hover:bg-secondary/60 hover:text-foreground',
)}
>
{presetLabels[p]}
</button>
)
})}
</div>
{preset === 'custom' && (
<div className="flex flex-wrap items-end gap-3 mt-1">
<div className="flex flex-col gap-1">
<Label className="text-xs text-muted-foreground">{t('date_range_from')}</Label>
<Input
type="date"
min={periodStart}
max={periodEnd}
value={value.fromDate ?? ''}
onChange={(e) => handleFromChange(e.target.value)}
className="w-[160px] tabular-nums"
/>
</div>
<div className="flex flex-col gap-1">
<Label className="text-xs text-muted-foreground">{t('date_range_to')}</Label>
<Input
type="date"
min={periodStart}
max={periodEnd}
value={value.toDate ?? ''}
onChange={(e) => handleToChange(e.target.value)}
className="w-[160px] tabular-nums"
/>
</div>
</div>
)}
</div>
)
}