Files
accounted/components/bookkeeping/NoDocRequiredToggle.tsx
T
Mattsson a9b43ebeb7 Bug/vat selection warning (#583)
* refactor: update VAT handling logic for non-registered sellers and improve related comments

* chore: gate automated email flows behind 503 responses

Disables user-facing access to invoice payment reminders and salary
payslip email sending. Underlying lib code (reminder-processor,
PDF templates, notification_settings) is preserved for easy re-enable.

- Invoice reminders cron route returns 503; settings UI section removed.
- Payslip send route returns 503; original implementation kept as
  _sendPayslipsImpl for future re-enable.
- Push notifications were already extension-disabled, no change needed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: remove Recapt feedback widget

Strips the third-party Recapt SDK and its floating feedback bubble from
the app. The in-app contact form keeps working via the existing email
channel (/api/support/contact). Drops the Recapt entries from the CSP
and the subprocessor list in the privacy policy.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: reject meaningless rättelser in correctEntry

Guard against zero-economic-effect corrections in the storno engine:
- Reject when proposed lines net to zero on every account (e.g. 1930
  debit 100 / 1930 credit 100), which would erase the original posting
  without representing any affärshändelse (BFL 5 kap. 5 §).
- Reject when proposed lines are an exact multiset match of the original
  entry — a rättelse must actually change something.

New MeaninglessCorrectionError wired through bookkeepingErrorResponse
(HTTP 400) and the Swedish error translator.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: add date-range picker to resultat- and balansrapport

Adds optional from/to date filtering to the four operational financial
reports (resultatrapport, balansrapport, income-statement, balance-sheet)
so users can view a month, quarter, or custom range inside a fiscal year
without leaving the report. Defaults to YTD; "Hela året" preserves the
prior full-period behaviour (URL-identical, cache-stable).

- trial-balance engine accepts optional fromDate/toDate, rolling prior
  in-period activity into IB and clamping period activity to the window
- 12 API routes accept and validate from_date/to_date query params
- ReportDateRange chip picker persists preset per company, only renders
  on the four relevant tabs
- FiscalYearSelector now emits the period object so the range picker
  has bounds without an extra fetch
- PDF/XLSX filenames reflect the chosen range
- Resultatrapport drops the prior-year column when narrowed (full-year
  vs partial-year would mislead)
- 11 new tests (engine + parser); all existing report tests pass

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: add support for marking journal entries as "no document required"

- Introduced a new sidecar table `journal_entry_no_doc_required` to track entries that do not require separate documentation (e.g., bank fees, interest).
- Implemented API routes for creating and deleting exemptions, including validation and authorization checks.
- Added a toggle component in the UI to allow users to mark entries as exempt, with an optional reason.
- Updated relevant tests to cover the new functionality, including RLS checks and cascading deletes.
- Enhanced existing schemas and types to accommodate the new `vat_amount` field for supplier invoice items.

* fix: address PR review findings on no-doc-required + VAT changes

- pg-real cascade test wraps DELETE in gnubok.allow_delete='true' txn so the
  immutability trigger bypass fires (mirrors delete_last_voucher RPC).
- Clamp supplier-invoice item vat_amount to <= line_total * vat_rate via Zod
  refinement (with 1-öre rounding tolerance) so the manual override can't
  inflate the 2641 debit beyond the statutory ceiling.
- groupVatByRate falls back to line_total * rate when stored vat_amount is 0
  with a positive rate, so legacy/import paths leaving the column at its
  NOT NULL DEFAULT 0 don't silently understate ruta 48.
- ReportDateRange todayIso() and preset endpoints use local date components
  instead of toISOString() (UTC) — fixes the midnight-to-02:00 off-by-one
  that truncated a day from YTD / this-month / this-quarter for Swedish
  users.
- NoDocRequiredToggle restores the previous reason on failed POST/DELETE so
  the rolled-back toggle state stays consistent with the rendered reason.
- Document the company-scoped (not user-scoped) DELETE authorization policy
  on the no-document-required route.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-28 01:56:09 +02:00

165 lines
5.5 KiB
TypeScript

'use client'
import { useState } from 'react'
import { useTranslations } from 'next-intl'
import { Switch } from '@/components/ui/switch'
import { Label } from '@/components/ui/label'
import { Input } from '@/components/ui/input'
import { Button } from '@/components/ui/button'
import { Loader2, CircleSlash, Lock } from 'lucide-react'
import { useToast } from '@/components/ui/use-toast'
interface Props {
entryId: string
initialExempt: boolean
initialReason: string | null
canWrite: boolean
onChange: (exempted: boolean, reason: string | null) => void
}
/**
* Lets the bookkeeper mark a posted verifikation as not needing a separate
* underlag (bankavgift, ränta, intern överföring etc.). Toggling persists via
* /api/bookkeeping/journal-entries/[id]/no-document-required.
*
* The flag lives in journal_entry_no_doc_required (sidecar) so the underlying
* verifikation stays immutable per BFL.
*/
export default function NoDocRequiredToggle({
entryId,
initialExempt,
initialReason,
canWrite,
onChange,
}: Props) {
const t = useTranslations('journal_list')
const { toast } = useToast()
const [exempt, setExempt] = useState(initialExempt)
const [reason, setReason] = useState(initialReason ?? '')
const [saving, setSaving] = useState(false)
const [editingReason, setEditingReason] = useState(false)
const persistExempt = async (
nextExempt: boolean,
nextReason: string | null,
previousReason: string,
) => {
setSaving(true)
try {
const res = nextExempt
? await fetch(`/api/bookkeeping/journal-entries/${entryId}/no-document-required`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ reason: nextReason ?? null }),
})
: await fetch(`/api/bookkeeping/journal-entries/${entryId}/no-document-required`, {
method: 'DELETE',
})
if (!res.ok) {
const body = await res.json().catch(() => ({}))
toast({
title: t('no_doc_required_save_failed'),
description: body.error,
variant: 'destructive',
})
// Roll back UI state on failure — both the toggle AND the reason so
// the rendered state matches the DB row we failed to mutate.
setExempt(!nextExempt)
setReason(previousReason)
return
}
onChange(nextExempt, nextExempt ? nextReason : null)
} catch {
toast({ title: t('no_doc_required_save_failed'), variant: 'destructive' })
setExempt(!nextExempt)
setReason(previousReason)
} finally {
setSaving(false)
}
}
const handleToggle = (checked: boolean) => {
const previousReason = reason
setExempt(checked)
if (!checked) {
setReason('')
setEditingReason(false)
}
persistExempt(checked, checked ? (reason.trim() || null) : null, previousReason)
}
const handleSaveReason = () => {
setEditingReason(false)
persistExempt(true, reason.trim() || null, reason)
}
return (
<div className="mt-4 pt-3 border-t">
<div className="flex items-center gap-2">
<Switch
id={`no-doc-${entryId}`}
checked={exempt}
onCheckedChange={handleToggle}
disabled={!canWrite || saving}
/>
<Label
htmlFor={`no-doc-${entryId}`}
className="text-sm cursor-pointer flex items-center gap-1.5"
>
{!canWrite && <Lock className="h-3 w-3" />}
{saving && <Loader2 className="h-3 w-3 animate-spin" />}
{!saving && exempt && <CircleSlash className="h-3.5 w-3.5 text-muted-foreground" />}
{t('no_doc_required_toggle')}
</Label>
</div>
{exempt && (
<div className="mt-2 ml-10 space-y-1">
{editingReason ? (
<div className="flex items-center gap-2">
<Input
value={reason}
onChange={(e) => setReason(e.target.value)}
placeholder={t('no_doc_required_reason_placeholder')}
list={`no-doc-suggestions-${entryId}`}
maxLength={200}
className="h-8 text-xs flex-1 max-w-sm"
disabled={saving}
onKeyDown={(e) => {
if (e.key === 'Enter') {
e.preventDefault()
handleSaveReason()
}
}}
/>
<datalist id={`no-doc-suggestions-${entryId}`}>
<option value={t('no_doc_required_suggestion_bank_fee')} />
<option value={t('no_doc_required_suggestion_interest')} />
<option value={t('no_doc_required_suggestion_internal_transfer')} />
<option value={t('no_doc_required_suggestion_tax_payment')} />
<option value={t('no_doc_required_suggestion_salary')} />
</datalist>
<Button size="sm" variant="outline" className="h-8" onClick={handleSaveReason} disabled={saving}>
{t('no_doc_required_save_reason')}
</Button>
</div>
) : (
<button
type="button"
onClick={() => canWrite && setEditingReason(true)}
disabled={!canWrite}
className="text-xs text-muted-foreground hover:text-foreground transition-colors text-left"
>
{reason
? `${t('no_doc_required_reason_label')}: ${reason}`
: t('no_doc_required_reason_add')}
</button>
)}
</div>
)}
</div>
)
}