Files
accounted/components/transactions/QuickReviewDialog.tsx
T
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00

292 lines
9.9 KiB
TypeScript

'use client'
import { useState, useEffect, useCallback } from 'react'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, Check, Paperclip, ChevronDown, ChevronUp } from 'lucide-react'
import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
import JournalEntryPreview from './JournalEntryPreview'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import VatTreatmentSelect from './VatTreatmentSelect'
import { VAT_TREATMENT_OPTIONS } from './transaction-types'
import type { TransactionWithInvoice } from './transaction-types'
import type { TransactionCategory, VatTreatment, BASAccount } from '@/types'
interface QuickReviewDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
transaction: TransactionWithInvoice | null
category: TransactionCategory | null
categoryLabel: string
defaultAccount: string
defaultVat: VatTreatment | 'none'
onConfirm: (
id: string,
category: TransactionCategory,
vatTreatment: VatTreatment | undefined,
accountOverride: string | undefined
) => Promise<string | null>
}
export default function QuickReviewDialog({
open,
onOpenChange,
transaction,
category,
categoryLabel,
defaultAccount,
defaultVat,
onConfirm,
}: QuickReviewDialogProps) {
const { toast } = useToast()
const [accountOverride, setAccountOverride] = useState(defaultAccount)
const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>(defaultVat)
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [isProcessing, setIsProcessing] = useState(false)
const [error, setError] = useState<string | null>(null)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [showUploadZone, setShowUploadZone] = useState(false)
const [showVatDropdown, setShowVatDropdown] = useState(false)
// Handle account changes — clear VAT for liability/equity accounts (class 2)
const handleAccountChange = useCallback((account: string) => {
setAccountOverride(account)
if (account.startsWith('2')) {
setVatTreatment('none')
}
}, [])
// Fetch accounts on mount
useEffect(() => {
async function fetchAccounts() {
try {
const res = await fetch('/api/bookkeeping/accounts')
const data = await res.json()
if (data.accounts) {
setAccounts(data.accounts)
}
} catch {
// Non-critical
}
}
fetchAccounts()
}, [])
if (!transaction || !category) return null
const isIncome = transaction.amount > 0
const isLiabilityAccount = accountOverride.startsWith('2')
async function handleConfirm() {
if (!category || !transaction) return
setIsProcessing(true)
setError(null)
try {
const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
const catDefault = getDefaultAccountForCategory(category)
const override = accountOverride && accountOverride !== catDefault
? accountOverride
: undefined
const journalEntryId = await onConfirm(transaction.id, category, resolvedVat, override)
// Link uploaded documents to the journal entry
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/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch {
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: 'Underlag kunde inte bifogas',
description: `${linkFailCount} fil(er) kunde inte lankas till verifikationen.`,
variant: 'destructive',
})
}
}
setUploadedFiles([])
setShowUploadZone(false)
} catch {
setError('Ett fel uppstod vid bokföring.')
setIsProcessing(false)
}
}
return (
<Dialog open={open} onOpenChange={isProcessing ? undefined : (o) => {
if (!o) {
setUploadedFiles([])
setShowUploadZone(false)
}
onOpenChange(o)
}}>
<DialogContent className="max-w-md">
<DialogHeader>
<DialogTitle>Granska bokföring</DialogTitle>
<DialogDescription>
Kontrollera konto och moms innan du bokför
</DialogDescription>
</DialogHeader>
{/* Transaction summary */}
<div className="flex items-center gap-3 rounded-lg border p-3">
<div
className={`h-9 w-9 rounded-full flex items-center justify-center flex-shrink-0 ${
isIncome
? 'bg-success/10 text-success'
: 'bg-destructive/10 text-destructive'
}`}
>
{isIncome ? (
<ArrowUpRight className="h-4 w-4" />
) : (
<ArrowDownRight className="h-4 w-4" />
)}
</div>
<div className="flex-1 min-w-0">
<p className="font-medium text-sm truncate">{transaction.description}</p>
<p className="text-xs text-muted-foreground">{formatDate(transaction.date)}</p>
</div>
<p className={`font-medium text-sm flex-shrink-0 ${isIncome ? 'text-success' : ''}`}>
{isIncome ? '+' : ''}
{formatCurrency(transaction.amount, transaction.currency)}
</p>
</div>
{/* Category (read-only) */}
<div>
<label className="text-sm font-medium text-muted-foreground">Kategori</label>
<div className="mt-1">
<Badge variant="outline" className="text-sm py-1 px-3">{categoryLabel}</Badge>
</div>
</div>
{/* Journal entry preview */}
<JournalEntryPreview
amount={transaction.amount}
currency={transaction.currency}
category={category}
vatTreatment={isLiabilityAccount ? 'none' : vatTreatment}
accountOverride={accountOverride}
/>
{/* Account */}
<div>
<label className="text-sm font-medium text-muted-foreground">Konto</label>
<div className="mt-1">
<AccountCombobox
value={accountOverride}
accounts={accounts}
onChange={handleAccountChange}
/>
</div>
</div>
{/* VAT treatment */}
<div>
<label className="text-sm font-medium text-muted-foreground">Momsbehandling</label>
<div className="mt-1">
{isLiabilityAccount ? (
<p className="text-sm text-muted-foreground">
Ingen moms for skuld-/eget kapital-konton
</p>
) : showVatDropdown ? (
<VatTreatmentSelect
value={vatTreatment}
onValueChange={setVatTreatment}
/>
) : (
<p className="text-sm">
{VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)?.label || 'Ingen moms'}
{' '}
<button
type="button"
className="text-xs text-primary hover:underline"
onClick={() => setShowVatDropdown(true)}
>
Andra
</button>
</p>
)}
</div>
</div>
{/* Document upload */}
<div className="rounded-lg border">
<button
type="button"
onClick={() => setShowUploadZone(!showUploadZone)}
className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
>
<div className="flex items-center gap-2">
<Paperclip className="h-4 w-4 text-muted-foreground" />
<span className="font-medium">Underlag</span>
{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
<span className="text-xs text-muted-foreground">
{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
</span>
)}
</div>
{showUploadZone ? (
<ChevronUp className="h-4 w-4 text-muted-foreground" />
) : (
<ChevronDown className="h-4 w-4 text-muted-foreground" />
)}
</button>
{showUploadZone && (
<div className="px-3 pb-3">
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
compact
/>
</div>
)}
</div>
{error && (
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
{error}
</div>
)}
{/* Actions */}
<div className="flex gap-2 pt-2">
<Button
variant="outline"
className="flex-1"
onClick={() => onOpenChange(false)}
disabled={isProcessing}
>
Avbryt
</Button>
<Button
className="flex-1"
onClick={handleConfirm}
disabled={isProcessing || !accountOverride}
>
<Check className="mr-2 h-4 w-4" />
{isProcessing ? 'Bokför...' : 'Bokför'}
</Button>
</div>
</DialogContent>
</Dialog>
)
}