36e3f6ceb0
* style(design): normalize daily-operator flows to locked design system Sweep the dashboard, transactions, reconciliation, invoicing and supplier flows for design-system violations (.claude/rules/design.md): - font-medium removed from Hedvig display headings/numerals - font-mono -> tabular-nums on monetary values (voucher ids stay mono) - raw Tailwind status colors -> Badge variants / muted-alert pattern - semantic colors removed from chrome backgrounds (deadline widgets, icon halos) - hand-rolled skeletons/empty-states -> Skeleton / EmptyState primitives - opacity-suffixed borders, the invisible warning-foreground count color, and shadow-sm/rounded-xl on non-overlay surfaces normalized The four files that also received UX changes carry their token fixes in the following commit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(ux): clearer dashboard CTA, match confidence, AI provenance, invoice actions Four high-impact UX fixes from the design critique (these files also carry their design-system token normalization): - Dashboard: render the next-best-action hero for every agent-built company, not only 'slim' nav density, so there is always one obvious next step instead of four equal-weight metric tiles. - Reconciliation: surface the match engine's 0-1 confidence as a graded strength badge (Stark / Trolig / Svag traff) in the shared verifikat picker rows and selected chip; drop the uninformative binary "Foreslagen traff" badge from the match dialog. - Supplier inbox: show AI-filled provenance per extracted field (a success dot that clears once the user verifies/edits the value) so misparsed amounts/dates get proofread before they post to an immutable verifikat. - Invoice detail: keep each status's primary action only in the header row; the sidebar "Status actions" card now holds secondary/reversible actions only (makulera, ta bort, skapa kreditnota, manual-send alternative), removing the duplicated CTAs and closing a viewer-permission gap on the old sidebar buttons. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(ux): Tier-B medium design-critique fixes across daily-operator flows - Reconciliation: standardise the match-confirm verb on "Matcha" (was "Koppla" in MatchVoucherDialog) and replace the hand-rolled date <input>s in the bank reconciliation view with the Input primitive. - Supplier inbox: fold the two alternative bookings (Skapa leverantorsfaktura / Bokfor som verifikat) behind a single "Andra satt att bokfora" dropdown so the default path (Matcha mot transaktion) stays the lone primary action. - Duplicate-payment guard: demote the "Skapa ny verifikation anda" escape hatch to a ghost button so the safe "Koppla till befintlig" path dominates. - Onboarding: raise the "start fresh" escape hatch from a muted text link to a visible secondary button; normalise the checklist's off-scale spacing. - Supplier flows: finish the font-mono -> tabular-nums sweep on monetary values in the supplier-invoice detail / create / review surfaces (ids stay mono). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(deadlines): keep overdue rows visually distinct (destructive chrome is allowed) The Tier-A normalization stripped all semantic-color row tints from the deadline widgets, but design.md exempts --destructive ("only --destructive survives in chrome"). Restore a subtle bg-destructive/5 on OVERDUE rows so missed tax/AGI deadlines (-> skattetillagg) stay noticeable in a list scan; action-needed (warning) rows stay clean since warning is data-only. Surfaced by the Swedish compliance review on #741. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(reconciliation): hide match-strength badge on already-matched verifikat Per the Swedish compliance review on #741: a green "Stark traff" confidence badge rendered alongside "Redan matchad" could visually nudge an accidental double-match of a posted verifikat (a BFL 5 kap audit-trail concern). Suppress the strength badge when linked_transaction_count > 0 so "Redan matchad" is the lone signal there; N:1 matching stays an explicit opt-in. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
582 lines
22 KiB
TypeScript
582 lines
22 KiB
TypeScript
'use client'
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import { useState, useEffect, useMemo } from 'react'
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import { useRouter } from 'next/navigation'
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import { useTranslations } from 'next-intl'
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import { Badge } from '@/components/ui/badge'
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import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs'
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import { useToast } from '@/components/ui/use-toast'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import LinkVoucherPicker from '@/components/invoices/LinkVoucherPicker'
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import { proposePaymentLines, resolveInvoicePaymentSourceType } from '@/lib/bookkeeping/propose-payment-lines'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { createClient } from '@/lib/supabase/client'
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import { useCompany } from '@/contexts/CompanyContext'
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import { Plus, Trash2, Loader2 } from 'lucide-react'
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import type { FormLine } from '@/components/bookkeeping/JournalEntryForm'
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import type { Invoice, InvoiceItem, Customer, BASAccount, EntityType } from '@/types'
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type DuplicateMatchReason = 'ocr_exact' | 'name_amount_fuzzy' | 'amount_only'
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interface DuplicateCandidate {
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id: string
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date: string
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amount: number
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description: string | null
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merchant_name: string | null
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reference: string | null
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match_reason: DuplicateMatchReason
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match_confidence: number
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}
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interface InvoiceWithRelations extends Invoice {
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customer: Customer
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items: InvoiceItem[]
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// Present once an issuance verifikat has been booked (faktureringsmetoden);
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// absent on kontantmetoden invoices that recognise revenue at payment.
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journal_entry_id?: string | null
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}
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interface PaymentBookingDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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invoice: InvoiceWithRelations
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onSuccess: () => void
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}
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const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
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export default function PaymentBookingDialog({
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open,
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onOpenChange,
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invoice,
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onSuccess,
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}: PaymentBookingDialogProps) {
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const { toast } = useToast()
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const router = useRouter()
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const supabase = createClient()
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const { company } = useCompany()
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const t = useTranslations('invoice_payment_dialog')
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const MATCH_REASON_LABEL: Record<DuplicateMatchReason, string> = {
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ocr_exact: t('match_reason_ocr_exact'),
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name_amount_fuzzy: t('match_reason_name_amount_fuzzy'),
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amount_only: t('match_reason_amount_only'),
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}
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [lines, setLines] = useState<FormLine[]>([])
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const [paymentDate, setPaymentDate] = useState(() => new Date().toISOString().split('T')[0])
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const [isSubmitting, setIsSubmitting] = useState(false)
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const [isInitialized, setIsInitialized] = useState(false)
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const [duplicateCandidates, setDuplicateCandidates] = useState<DuplicateCandidate[] | null>(null)
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const [tab, setTab] = useState<'new' | 'existing'>('new')
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// Drives the "Befintlig verifikation" picker copy: cash links against a 19xx
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// debit, accrual against a 1510 credit.
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const [accountingMethod, setAccountingMethod] = useState<'accrual' | 'cash'>('accrual')
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// source_type the booking will use — drives the voucher-series preview so the
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// number shown matches what mark-paid will actually create.
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const [sourceType, setSourceType] =
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useState<'invoice_cash_payment' | 'invoice_paid' | null>(null)
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const [nextVoucher, setNextVoucher] = useState<{ series: string; next: number | null } | null>(null)
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// Load accounts and settings when dialog opens
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useEffect(() => {
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if (!open) {
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setIsInitialized(false)
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setDuplicateCandidates(null)
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setTab('new')
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setSourceType(null)
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setNextVoucher(null)
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return
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}
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let cancelled = false
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async function init() {
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try {
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// Fetch accounts
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const accountsRes = await fetch('/api/bookkeeping/accounts')
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if (!accountsRes.ok) throw new Error(t('load_chart_failed'))
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const accountsData = await accountsRes.json()
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const fetchedAccounts: BASAccount[] = accountsData.data || []
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if (!company?.id) throw new Error(t('no_active_company'))
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// Fetch company settings
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const { data: settings, error: settingsError } = await supabase
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.from('company_settings')
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.select('accounting_method, entity_type')
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.eq('company_id', company.id)
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.maybeSingle()
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if (settingsError) throw new Error(t('load_settings_failed'))
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if (cancelled) return
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setAccounts(fetchedAccounts)
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const accountingMethod = (settings?.accounting_method || 'accrual') as 'accrual' | 'cash'
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const entityType = (settings?.entity_type as EntityType) || 'enskild_firma'
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setAccountingMethod(accountingMethod)
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setSourceType(
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resolveInvoicePaymentSourceType({
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invoiceAlreadyBooked: !!invoice.journal_entry_id,
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accountingMethod,
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}),
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)
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const proposed = proposePaymentLines({
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invoice: {
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invoice_number: invoice.invoice_number,
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total: invoice.total,
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total_sek: invoice.total_sek,
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subtotal: invoice.subtotal,
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subtotal_sek: invoice.subtotal_sek,
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vat_amount: invoice.vat_amount,
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vat_amount_sek: invoice.vat_amount_sek,
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currency: invoice.currency,
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exchange_rate: invoice.exchange_rate,
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vat_treatment: invoice.vat_treatment,
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items: invoice.items,
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},
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accountingMethod,
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entityType,
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})
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setLines(proposed)
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setPaymentDate(new Date().toISOString().split('T')[0])
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setIsInitialized(true)
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} catch (err) {
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if (cancelled) return
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toast({
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title: t('load_dialog_failed_title'),
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description: err instanceof Error ? err.message : t('try_again'),
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variant: 'destructive',
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})
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onOpenChange(false)
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}
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}
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init()
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return () => { cancelled = true }
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}, [open, invoice.id, company?.id])
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// Voucher-series preview: resolve the upcoming serie + nummer the same way the
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// booking engine will, so a misconfigured series is visible before confirming.
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// Re-runs when the payment date changes (vouchers are numbered per period).
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useEffect(() => {
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if (!open || !sourceType) return
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let cancelled = false
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const qs = new URLSearchParams({ source_type: sourceType, date: paymentDate })
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fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
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.then((res) => (res.ok ? res.json() : null))
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.then((json) => {
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if (cancelled || !json?.data) return
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setNextVoucher({ series: json.data.series, next: json.data.next })
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})
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.catch(() => {
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if (!cancelled) setNextVoucher(null)
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})
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return () => { cancelled = true }
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}, [open, sourceType, paymentDate])
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// Balance computation
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const { totalDebit, totalCredit, isBalanced } = useMemo(() => {
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let totalDebit = 0
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let totalCredit = 0
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for (const line of lines) {
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totalDebit += parseFloat(line.debit_amount) || 0
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totalCredit += parseFloat(line.credit_amount) || 0
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}
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const isBalanced = Math.round((totalDebit - totalCredit) * 100) === 0 && totalDebit > 0
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return { totalDebit, totalCredit, isBalanced }
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}, [lines])
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const updateLine = (index: number, field: keyof FormLine, value: string) => {
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setLines((prev) => {
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const next = [...prev]
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const updated = { ...next[index], [field]: value }
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// Debit/credit exclusion: clear the other when one is entered
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if (field === 'debit_amount' && value) {
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updated.credit_amount = ''
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} else if (field === 'credit_amount' && value) {
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updated.debit_amount = ''
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}
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next[index] = updated
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return next
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})
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}
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const addLine = () => {
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setLines((prev) => [...prev, { ...BLANK_LINE }])
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}
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const removeLine = (index: number) => {
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if (lines.length <= 2) return
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setLines((prev) => prev.filter((_, i) => i !== index))
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}
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const submit = async (force: boolean) => {
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if (!isBalanced) return
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setIsSubmitting(true)
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try {
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const apiLines = lines
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.filter((l) => l.account_number && (parseFloat(l.debit_amount) || parseFloat(l.credit_amount)))
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.map((l) => ({
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account_number: l.account_number,
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debit_amount: parseFloat(l.debit_amount) || 0,
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credit_amount: parseFloat(l.credit_amount) || 0,
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line_description: l.line_description || undefined,
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}))
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const response = await fetch(`/api/invoices/${invoice.id}/mark-paid`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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payment_date: paymentDate,
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lines: apiLines,
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...(force ? { force: true } : {}),
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}),
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})
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if (!response.ok) {
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const data = await response.json()
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const code = (data as { error?: { code?: string } })?.error?.code
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if (code === 'INVOICE_PAID_LIKELY_DUPLICATE') {
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const details = (data as { error?: { details?: { candidates?: DuplicateCandidate[] } } })
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?.error?.details
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setDuplicateCandidates(details?.candidates ?? [])
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setIsSubmitting(false)
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return
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}
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const error = new Error(t('mark_paid_failed')) as Error & { body?: unknown; status?: number }
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error.body = data
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error.status = response.status
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throw error
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}
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onOpenChange(false)
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onSuccess()
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} catch (error) {
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const anyErr = error as { body?: unknown; status?: number }
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toast({
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title: t('booking_failed_title'),
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description: getErrorMessage(anyErr.body ?? error, { context: 'invoice', statusCode: anyErr.status }),
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variant: 'destructive',
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})
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}
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setIsSubmitting(false)
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}
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const handleSubmit = () => submit(false)
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const handleForceSubmit = () => submit(true)
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const handleLinkExisting = (transactionId: string) => {
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onOpenChange(false)
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router.push(`/transactions?highlight=${encodeURIComponent(transactionId)}`)
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}
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-[680px]">
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<DialogHeader>
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<DialogTitle>
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{t('title')}{invoice.invoice_number ? t('title_suffix', { number: invoice.invoice_number }) : ''}
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{nextVoucher && (
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<span className="ml-1 text-muted-foreground tabular-nums">
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({nextVoucher.series}{nextVoucher.next})
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</span>
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)}
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</DialogTitle>
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<DialogDescription>
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{formatCurrency(invoice.total, invoice.currency)}
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{invoice.currency !== 'SEK' && invoice.total_sek && (
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<>{t('description_sek_suffix', { amount: formatCurrency(invoice.total_sek) })}</>
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)}
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</DialogDescription>
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</DialogHeader>
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{duplicateCandidates && duplicateCandidates.length > 0 ? (
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<div className="space-y-4">
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<div className="space-y-1">
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<p className="text-sm font-medium">{t('duplicate_title')}</p>
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<p className="text-sm text-muted-foreground">
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{duplicateCandidates.length === 1
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? t('duplicate_one')
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: t('duplicate_many', { count: duplicateCandidates.length })}
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</p>
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</div>
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<ul className="space-y-2">
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{duplicateCandidates.map((c) => {
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const reasonVariant: 'success' | 'secondary' | 'outline' =
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c.match_reason === 'ocr_exact'
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? 'success'
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: c.match_reason === 'name_amount_fuzzy'
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? 'secondary'
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: 'outline'
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return (
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<li
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key={c.id}
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className="flex flex-col gap-2 rounded-lg border bg-card p-3 sm:flex-row sm:items-center sm:justify-between"
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>
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<div className="min-w-0 space-y-1">
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<div className="flex flex-wrap items-center gap-2">
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<Badge variant={reasonVariant}>{MATCH_REASON_LABEL[c.match_reason]}</Badge>
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<span className="text-sm tabular-nums text-muted-foreground">
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{formatDate(c.date)}
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</span>
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<span className="text-sm font-medium tabular-nums">
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{formatCurrency(c.amount, invoice.currency)}
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</span>
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</div>
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<p className="truncate text-xs text-muted-foreground">
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{c.merchant_name || c.description || '—'}
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</p>
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</div>
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<Button
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type="button"
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variant="outline"
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size="sm"
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onClick={() => handleLinkExisting(c.id)}
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className="shrink-0"
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>
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{t('link_transaction')}
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</Button>
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</li>
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)
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})}
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</ul>
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</div>
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) : (
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<Tabs value={tab} onValueChange={(v) => setTab(v as 'new' | 'existing')}>
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<TabsList className="grid w-full grid-cols-2">
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<TabsTrigger value="new">{t('tab_new_payment')}</TabsTrigger>
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<TabsTrigger value="existing">{t('tab_existing_voucher')}</TabsTrigger>
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</TabsList>
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<TabsContent value="existing" className="mt-4">
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<LinkVoucherPicker
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invoiceId={invoice.id}
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invoiceCurrency={invoice.currency}
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accountingMethod={accountingMethod}
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onLinked={() => {
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onOpenChange(false)
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onSuccess()
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}}
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onCancel={() => setTab('new')}
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/>
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</TabsContent>
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<TabsContent value="new" className="mt-4">
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{!isInitialized ? (
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<div className="flex items-center justify-center py-12">
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<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
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</div>
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) : (
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<div className="space-y-4">
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{/* Payment date */}
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<div className="space-y-1.5">
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<Label htmlFor="payment-date">{t('payment_date_label')}</Label>
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<Input
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id="payment-date"
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type="date"
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value={paymentDate}
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onChange={(e) => setPaymentDate(e.target.value)}
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className="w-full sm:w-48"
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/>
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</div>
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{/* Journal entry lines */}
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{/* Mobile card layout */}
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<div className="sm:hidden space-y-3">
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{lines.map((line, index) => (
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<div key={index} className="rounded-lg border bg-card p-3 space-y-2">
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<div className="flex items-start gap-2">
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<div className="flex-1">
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<AccountCombobox
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value={line.account_number}
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accounts={accounts}
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onChange={(val) => updateLine(index, 'account_number', val)}
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/>
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</div>
|
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<Button
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type="button"
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variant="ghost"
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size="sm"
|
|
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px] shrink-0 -mr-1 -mt-1"
|
|
onClick={() => removeLine(index)}
|
|
disabled={lines.length <= 2}
|
|
>
|
|
<Trash2 className="h-3.5 w-3.5" />
|
|
</Button>
|
|
</div>
|
|
<div className="grid grid-cols-2 gap-2">
|
|
<div className="space-y-1">
|
|
<Label className="text-xs text-muted-foreground">{t('debit_label')}</Label>
|
|
<Input
|
|
type="number"
|
|
step="0.01"
|
|
min="0"
|
|
placeholder="0,00"
|
|
value={line.debit_amount}
|
|
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
|
|
className="tabular-nums text-right"
|
|
inputMode="decimal"
|
|
/>
|
|
</div>
|
|
<div className="space-y-1">
|
|
<Label className="text-xs text-muted-foreground">{t('credit_label')}</Label>
|
|
<Input
|
|
type="number"
|
|
step="0.01"
|
|
min="0"
|
|
placeholder="0,00"
|
|
value={line.credit_amount}
|
|
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
|
|
className="tabular-nums text-right"
|
|
inputMode="decimal"
|
|
/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
))}
|
|
<Button type="button" variant="outline" size="sm" onClick={addLine} className="w-full">
|
|
<Plus className="mr-1 h-3.5 w-3.5" /> {t('add_row')}
|
|
</Button>
|
|
</div>
|
|
|
|
{/* Desktop table layout */}
|
|
<div className="hidden sm:block space-y-2">
|
|
{/* Header */}
|
|
<div className="grid grid-cols-[1fr_120px_120px_32px] gap-2 text-xs font-medium text-muted-foreground px-1">
|
|
<span>{t('account_label')}</span>
|
|
<span className="text-right">{t('debit_label')}</span>
|
|
<span className="text-right">{t('credit_label')}</span>
|
|
<span />
|
|
</div>
|
|
|
|
{/* Lines */}
|
|
{lines.map((line, index) => (
|
|
<div key={index} className="grid grid-cols-[1fr_120px_120px_32px] gap-2 items-start">
|
|
<div className="min-w-0">
|
|
<AccountCombobox
|
|
value={line.account_number}
|
|
accounts={accounts}
|
|
onChange={(val) => updateLine(index, 'account_number', val)}
|
|
/>
|
|
</div>
|
|
<Input
|
|
type="number"
|
|
step="0.01"
|
|
min="0"
|
|
placeholder="0,00"
|
|
value={line.debit_amount}
|
|
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
|
|
className="tabular-nums text-right"
|
|
/>
|
|
<Input
|
|
type="number"
|
|
step="0.01"
|
|
min="0"
|
|
placeholder="0,00"
|
|
value={line.credit_amount}
|
|
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
|
|
className="tabular-nums text-right"
|
|
/>
|
|
<Button
|
|
type="button"
|
|
variant="ghost"
|
|
size="icon"
|
|
className="h-8 w-8 text-muted-foreground hover:text-destructive"
|
|
onClick={() => removeLine(index)}
|
|
disabled={lines.length <= 2}
|
|
>
|
|
<Trash2 className="h-3.5 w-3.5" />
|
|
</Button>
|
|
</div>
|
|
))}
|
|
|
|
{/* Add row */}
|
|
<Button
|
|
type="button"
|
|
variant="ghost"
|
|
size="sm"
|
|
onClick={addLine}
|
|
className="text-muted-foreground"
|
|
>
|
|
<Plus className="mr-1 h-3.5 w-3.5" />
|
|
{t('add_row')}
|
|
</Button>
|
|
</div>
|
|
|
|
{/* Balance indicator */}
|
|
<div className="flex items-center justify-between border-t pt-3">
|
|
<div className="flex items-center gap-2">
|
|
{isBalanced ? (
|
|
<Badge variant="success">
|
|
{t('balanced_badge')}
|
|
</Badge>
|
|
) : (
|
|
<Badge variant="destructive">
|
|
{t('unbalanced_badge', { delta: formatCurrency(Math.abs(totalDebit - totalCredit)) })}
|
|
</Badge>
|
|
)}
|
|
</div>
|
|
<div className="text-sm text-muted-foreground tabular-nums">
|
|
{formatCurrency(totalDebit)} / {formatCurrency(totalCredit)}
|
|
</div>
|
|
</div>
|
|
</div>
|
|
)}
|
|
</TabsContent>
|
|
</Tabs>
|
|
)}
|
|
|
|
{(duplicateCandidates && duplicateCandidates.length > 0) || tab === 'new' ? (
|
|
<DialogFooter>
|
|
<Button variant="outline" onClick={() => onOpenChange(false)} disabled={isSubmitting} className="w-full sm:w-auto min-h-11">
|
|
{t('cancel')}
|
|
</Button>
|
|
{duplicateCandidates && duplicateCandidates.length > 0 ? (
|
|
<Button
|
|
onClick={handleForceSubmit}
|
|
disabled={!isBalanced || isSubmitting}
|
|
className="w-full sm:w-auto min-h-11"
|
|
>
|
|
{isSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
|
{t('book_anyway')}
|
|
</Button>
|
|
) : (
|
|
<Button
|
|
onClick={handleSubmit}
|
|
disabled={!isBalanced || isSubmitting || !isInitialized}
|
|
className="w-full sm:w-auto min-h-11"
|
|
>
|
|
{isSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
|
{t('confirm_and_book')}
|
|
</Button>
|
|
)}
|
|
</DialogFooter>
|
|
) : null}
|
|
</DialogContent>
|
|
</Dialog>
|
|
)
|
|
}
|