Files
accounted/components/transactions/TransactionBookingDialog.tsx
T
Jakob Wennberg da859d7236 refactor(ui): design-system consistency pass over dense pages + i18n de-bloat (#961)
* refactor(ui): normalize dense pages to the locked design system

Sweep of the info-dense surfaces against .claude/rules/design.md; no
behavior changes, classNames and primitive adoption only.

- Replace hand-rolled h1s with PageHeader (import, suppliers, kpi,
  salary/employees, skattekonto, settings layout) and drop the one
  double title (SalarySettingsContent under the settings h1)
- Replace hand-rolled empty states with EmptyState (skattekonto,
  banking/api-keys/oauth/counterparty settings) and hand-rolled
  pulse divs with Skeleton (deadlines, report view loaders)
- Remove semantic colors used as chrome: amber/emerald banners in
  AGIPanel and SkatteverketPanel, success/warning tints in
  kassaflodesanalys, arsredovisning and import become neutral
  surfaces with the tint kept on the icon only
- Full-opacity borders everywhere (border-border/30-60,
  border-destructive/20-40, border-foreground/30, text-destructive/80)
- Snap off-scale spacing (p-5 to p-6, p-2.5 to p-3, gap/mt-x.5 to
  scale values); KPI metric tiles p-6 to p-4 per the tile rule
- Remove the mobile Select that duplicated the invoices status Tabs
  (TabsList already scrolls horizontally); single Tabs now serves
  both breakpoints
- supplier-invoices: shared formatCurrency instead of a local
  formatAmount helper; skattekonto: formatDate/formatDateLong/
  formatDateTime instead of raw dates and toLocaleString
- arsredovisning flerarsoversikt converted to the Table primitive
  with right-aligned tabular-nums cells
- Settings: CardTitle text-base on section cards, one heading idiom
  in AccountSettingsContent, h3 to h2 in CompanyProfileView

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(i18n): trim text bloat and fix an untranslated sv string

- Fix invoice_credit.create_failed_fallback: sv catalog carried the
  English "Failed to create credit note"; now "Kunde inte skapa
  kreditfaktura". Translate new_user_checklist.step3_title in en
- Drop descriptions that paraphrase their own title (design.md
  forbidden pattern): invoice_detail.credited_description,
  invoice_credit.original_card_description, invoice_editor
  customer/notes card descriptions (keys deleted from both
  catalogs, zero remaining usages); the transaction booking
  DialogDescription becomes sr-only so screen readers keep it
- Trim redundant sentences from settings_salary.info_payroll_scope,
  settings_backup.intro, ext_cloud_backup_long_description,
  settings.name_description, salary_payments.open_payments_note and
  shorten invoice_credit.reason_card_description; statutory BFL/tax
  prose untouched
- Normalize toast punctuation (dimensions/self_billing
  created_description lose the trailing period like their siblings)
- common.delete "Radera" to "Ta bort" (zero live call sites; Radera
  stays reserved for irreversible account/company deletion)

Catalogs verified key-identical (4795 keys each) and JSON-parseable.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-10 08:56:30 +02:00

410 lines
15 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import { useTranslations } from 'next-intl'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, FileText, Inbox, X } from 'lucide-react'
import JournalEntryForm from '@/components/bookkeeping/JournalEntryForm'
import DocumentViewerPane from '@/components/bookkeeping/DocumentViewerPane'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import InboxDocumentPicker from '@/components/bookkeeping/InboxDocumentPicker'
import type { AvailableInboxDoc } from '@/components/bookkeeping/InboxDocumentPicker'
import type { FormLine } from '@/components/bookkeeping/JournalEntryForm'
import { resolveSekAmount, buildCurrencyMetadata } from '@/lib/bookkeeping/currency-utils'
import { applyTemplate } from '@/lib/bookkeeping/template-library'
import type { BookingTemplateLibrary, CashAccount } from '@/types'
import type { TransactionWithInvoice } from './transaction-types'
import { resolveAccount } from '@/lib/cash-accounts/resolve-account'
interface TransactionBookingDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
transaction: TransactionWithInvoice | null
onBooked: (
transactionId: string,
journalEntryId: string,
attachedDocumentId?: string | null,
/** True when the transaction was LINKED to an existing voucher via the
* duplicate guard's match action: no new verifikat was created. */
matched?: boolean,
) => void
preselectedTemplate?: BookingTemplateLibrary | null
}
function buildInitialLines(
transaction: TransactionWithInvoice,
bankLineDescription: string,
bankAccount: string = '1930',
): FormLine[] {
const sekAmount = Math.round(Math.abs(resolveSekAmount(
transaction.amount,
transaction.amount_sek,
transaction.currency,
transaction.exchange_rate
)) * 100) / 100
const amountStr = sekAmount.toFixed(2)
const isExpense = transaction.amount < 0
const isForeign = !!transaction.currency && transaction.currency !== 'SEK'
const currencyMeta = isForeign
? buildCurrencyMetadata(
transaction.currency,
Math.abs(transaction.amount),
transaction.exchange_rate
)
: {}
const bankLine: FormLine = {
account_number: bankAccount,
debit_amount: isExpense ? '' : amountStr,
credit_amount: isExpense ? amountStr : '',
line_description: bankLineDescription,
...currencyMeta,
}
const counterLine: FormLine = {
account_number: '',
debit_amount: isExpense ? amountStr : '',
credit_amount: isExpense ? '' : amountStr,
line_description: '',
}
return isExpense ? [bankLine, counterLine] : [bankLine, counterLine]
}
function buildInitialLinesFromTemplate(
transaction: TransactionWithInvoice,
template: BookingTemplateLibrary,
bankAccount: string = '1930',
): FormLine[] {
const sekAmount = Math.round(Math.abs(resolveSekAmount(
transaction.amount,
transaction.amount_sek,
transaction.currency,
transaction.exchange_rate
)) * 100) / 100
const lines = applyTemplate(template.lines, sekAmount)
const isForeign = !!transaction.currency && transaction.currency !== 'SEK'
const currencyMeta = isForeign
? buildCurrencyMetadata(
transaction.currency,
Math.abs(transaction.amount),
transaction.exchange_rate
)
: {}
return lines.map((line, i) => {
const raw = template.lines[i]
if (raw?.type === 'settlement') {
return { ...line, ...(isForeign ? currencyMeta : {}), account_number: bankAccount }
}
return line
})
}
export default function TransactionBookingDialog({
open,
onOpenChange,
transaction,
onBooked,
preselectedTemplate,
}: TransactionBookingDialogProps) {
const t = useTranslations('tx_booking_dialog')
const { toast } = useToast()
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [pickedInboxDocs, setPickedInboxDocs] = useState<AvailableInboxDoc[]>([])
const [inboxPickerOpen, setInboxPickerOpen] = useState(false)
const [bankAccount, setBankAccount] = useState<string | null>(null)
const [bankAccountName, setBankAccountName] = useState<string | null>(null)
useEffect(() => {
if (!open || !transaction) return
setBankAccount(null)
setBankAccountName(null)
let cancelled = false
fetch('/api/cash-accounts')
.then((r) => {
if (!r.ok) throw new Error(`cash-accounts fetch failed: ${r.status}`)
return r.json()
})
.then((json) => {
if (cancelled) return
const accounts = (json.data ?? []) as CashAccount[]
const { account } = resolveAccount(
accounts,
transaction.cash_account_id ?? null,
transaction.currency ?? 'SEK',
)
// Use the matched account's own name instead of a generic label.
const matched =
accounts.find((a) => a.id === transaction.cash_account_id) ??
accounts.find((a) => a.ledger_account === account)
setBankAccount(account)
setBankAccountName(matched?.name ?? null)
})
.catch(() => {
if (!cancelled) setBankAccount('1930')
})
return () => { cancelled = true }
}, [open, transaction?.id])
if (!transaction) return null
const isIncome = transaction.amount > 0
const handleBooked = async (transactionId: string, journalEntryId: string, matched = false) => {
// Link any attached documents to the new journal entry: freshly uploaded
// files, and existing inbox documents picked via InboxDocumentPicker. For
// picked docs, inbox_item_id stamps the inbox item as consumed so it drops
// out of the active inbox: see app/api/documents/[id]/link/route.ts.
// transaction_id additionally pins the doc to the transaction row so the
// /transactions list shows the underlag indicator (first linked doc wins).
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
let linkFailCount = 0
let firstLinkedDocId: string | null = null
for (const file of filesToLink) {
try {
const res = await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
journal_entry_id: journalEntryId,
transaction_id: transactionId,
}),
})
if (!res.ok) linkFailCount++
else firstLinkedDocId ??= file.id ?? null
} catch {
linkFailCount++
}
}
for (const doc of pickedInboxDocs) {
try {
const res = await fetch(`/api/documents/${doc.document_id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
journal_entry_id: journalEntryId,
inbox_item_id: doc.inbox_item_id,
transaction_id: transactionId,
}),
})
if (!res.ok) linkFailCount++
else firstLinkedDocId ??= doc.document_id
} catch {
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: t('doc_link_failed_title'),
description: t('doc_link_failed_description', { count: linkFailCount }),
variant: 'destructive',
})
}
// The server pins only when the tx has no document_id yet (first linked
// doc wins): mirror that here so the optimistic state never claims a
// pin the server refused to swap.
const pinnedDocId = transaction.document_id ? null : firstLinkedDocId
if (pinnedDocId) {
// Same event AgentChat dispatches after uploads: flips the inbox card's
// paperclip optimistically without a refetch.
window.dispatchEvent(
new CustomEvent('Accounted:transaction-document-linked', {
detail: { transaction_id: transactionId, document_id: pinnedDocId },
}),
)
}
setUploadedFiles([])
setPickedInboxDocs([])
onBooked(transactionId, journalEntryId, pinnedDocId, matched)
}
// The receipt to show beside the form. A transaction may arrive with a
// pre-linked document; otherwise the user attaches one in-dialog (upload or
// inbox pick) and it appears here as soon as it's available.
const uploadedDoc = uploadedFiles.find((f) => f.status === 'uploaded' && f.id)
const pickedDoc = pickedInboxDocs[0]
const preexistingDocId = transaction.document_id ?? null
const inDialogDocId = uploadedDoc?.id ?? pickedDoc?.document_id ?? null
const currentDocId = preexistingDocId ?? inDialogDocId
const currentDocMime = preexistingDocId ? null : uploadedDoc?.file.type ?? null
const currentDocName = preexistingDocId
? null
: uploadedDoc?.fileName ?? pickedDoc?.file_name ?? null
return (
<Dialog open={open} onOpenChange={(o) => {
if (!o) {
setUploadedFiles([])
setPickedInboxDocs([])
setInboxPickerOpen(false)
}
onOpenChange(o)
}}>
<DialogContent className="max-w-6xl max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>{t('title')}</DialogTitle>
<DialogDescription className="sr-only">
{t('description')}
</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
? 'text-success'
: '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>
<div className="grid grid-cols-1 gap-6 lg:grid-cols-[minmax(0,1fr)_minmax(0,520px)]">
{/* Document column: sticky on desktop so the receipt stays visible
while the form scrolls; stacks above the form on smaller screens. */}
<div className="flex h-[45vh] flex-col gap-3 lg:sticky lg:top-0 lg:h-[72vh] lg:self-start">
{currentDocId ? (
<DocumentViewerPane
documentId={currentDocId}
mime={currentDocMime}
fileName={currentDocName}
className="min-h-0 flex-1"
/>
) : (
<div className="min-h-0 flex-1">
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
/>
</div>
)}
{/* Attach controls: only when the transaction has no pre-linked
document (a pre-linked one is already the verifikat's underlag). */}
{!preexistingDocId && (
<div className="shrink-0 space-y-2">
{pickedInboxDocs.length > 0 && (
<div className="space-y-1">
{pickedInboxDocs.map((doc) => (
<div
key={doc.document_id}
className="flex items-center gap-2 text-sm py-1.5 px-2 rounded bg-muted/50"
>
<FileText className="h-4 w-4 text-muted-foreground shrink-0" />
<span className="truncate flex-1">
{doc.supplier_name ?? doc.file_name}
</span>
<Button
variant="ghost"
size="sm"
className="h-6 w-6 p-0 shrink-0"
aria-label={t('doc_picked_remove')}
onClick={() =>
setPickedInboxDocs((prev) =>
prev.filter((d) => d.document_id !== doc.document_id),
)
}
>
<X className="h-3 w-3" />
</Button>
</div>
))}
</div>
)}
<div className="flex items-center gap-2">
<Button
type="button"
variant="outline"
size="sm"
onClick={() => setInboxPickerOpen(true)}
>
<Inbox className="h-4 w-4 mr-2" />
{t('doc_pick_existing')}
</Button>
{inDialogDocId && (
<Button
type="button"
variant="ghost"
size="sm"
onClick={() => {
setUploadedFiles([])
setPickedInboxDocs([])
}}
>
<X className="h-3.5 w-3.5 mr-1.5" />
{t('doc_clear')}
</Button>
)}
</div>
</div>
)}
</div>
{/* Booking form */}
<div className="space-y-4">
{bankAccount !== null && (
<JournalEntryForm
key={`${transaction.id}-${preselectedTemplate?.id ?? 'default'}-${bankAccount}`}
embedded
initialLines={
preselectedTemplate
? buildInitialLinesFromTemplate(transaction, preselectedTemplate, bankAccount)
: buildInitialLines(transaction, bankAccountName ?? t('bank_line_description'), bankAccount)
}
initialDate={transaction.date}
initialDescription={transaction.description}
submitUrl={`/api/transactions/${transaction.id}/book`}
sourceType="bank_transaction"
sourceId={transaction.id}
onEntryCreated={(entryId) => handleBooked(transaction.id, entryId)}
duplicateMatchTransaction={{
id: transaction.id,
cash_account_id: transaction.cash_account_id ?? null,
currency: transaction.currency ?? 'SEK',
}}
// Duplicate guard match: the bank line was linked to an existing
// voucher (no new entry). Reuse the booked flow so attached
// documents land on that verifikat and the row leaves the list.
onDuplicateMatched={(journalEntryId) => handleBooked(transaction.id, journalEntryId, true)}
/>
)}
</div>
</div>
<InboxDocumentPicker
open={inboxPickerOpen}
onClose={() => setInboxPickerOpen(false)}
onSelect={(doc) =>
setPickedInboxDocs((prev) =>
prev.some((d) => d.document_id === doc.document_id) ? prev : [...prev, doc],
)
}
/>
</DialogContent>
</Dialog>
)
}