Files
accounted/components/bookkeeping/JournalEntryForm.tsx
T
Jakob Wennberg 66a4027f1e feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 14:19:56 +01:00

465 lines
16 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { useToast } from '@/components/ui/use-toast'
import { Plus, Trash2, AlertTriangle } from 'lucide-react'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency } from '@/lib/utils'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType } from '@/types'
export interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
line_description: string
}
interface Props {
onCreated?: () => void
onEntryCreated?: (entryId: string) => void
initialLines?: FormLine[]
initialDate?: string
initialDescription?: string
sourceType?: JournalEntrySourceType
sourceId?: string
submitUrl?: string
embedded?: boolean
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
export default function JournalEntryForm({
onCreated,
onEntryCreated,
initialLines,
initialDate,
initialDescription,
sourceType,
sourceId,
submitUrl,
embedded,
}: Props) {
const { toast } = useToast()
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
const [description, setDescription] = useState(initialDescription ?? '')
const [lines, setLines] = useState<FormLine[]>(
initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
)
const [isSubmitting, setIsSubmitting] = useState(false)
const [showReview, setShowReview] = useState(false)
const [showNoDocWarning, setShowNoDocWarning] = useState(false)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
const hasContent = description !== '' ||
lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
uploadedFiles.length > 0
useUnsavedChanges(hasContent)
useEffect(() => {
fetchPeriods()
fetchAccounts()
}, [])
async function fetchPeriods() {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
setPeriods(data || [])
if (data && data.length > 0) {
setSelectedPeriod(data[0].id)
}
}
async function fetchAccounts() {
const res = await fetch('/api/bookkeeping/accounts')
const { data } = await res.json()
setAccounts(data || [])
}
const addLine = () => {
setLines([...lines, { ...BLANK_LINE }])
}
const removeLine = (index: number) => {
if (lines.length <= 2) return
setLines(lines.filter((_, i) => i !== index))
}
const updateLine = (index: number, field: keyof FormLine, value: string) => {
const updated = [...lines]
updated[index] = { ...updated[index], [field]: value }
// If entering debit, clear credit and vice versa
if (field === 'debit_amount' && value) {
updated[index].credit_amount = ''
} else if (field === 'credit_amount' && value) {
updated[index].debit_amount = ''
}
// Auto-fill line description from account name when selecting an account
if (field === 'account_number' && value) {
const account = accounts.find((a) => a.account_number === value)
if (account) {
updated[index].line_description = account.account_name
}
// Auto-fill balancing amount when both amount fields are empty
if (!updated[index].debit_amount && !updated[index].credit_amount) {
const otherLines = updated.filter((_, i) => i !== index)
const otherDebit = otherLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const otherCredit = otherLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const diff = Math.round((otherCredit - otherDebit) * 100) / 100
if (diff > 0) {
updated[index].debit_amount = diff.toFixed(2)
} else if (diff < 0) {
updated[index].credit_amount = Math.abs(diff).toFixed(2)
}
}
}
setLines(updated)
}
const totalDebit = lines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const totalCredit = lines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const isBalanced = Math.round((totalDebit - totalCredit) * 100) === 0 && totalDebit > 0
const handleReview = () => {
if (!selectedPeriod || !description || !isBalanced) return
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
if (!embedded && !hasDocuments) {
setShowNoDocWarning(true)
return
}
setShowReview(true)
}
const handleConfirm = async () => {
setIsSubmitting(true)
const entryLines: CreateJournalEntryLineInput[] = lines
.filter((l) => l.account_number && (l.debit_amount || l.credit_amount))
.map((l) => ({
account_number: l.account_number,
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
line_description: l.line_description || undefined,
}))
const url = submitUrl ?? '/api/bookkeeping/journal-entries'
const res = await fetch(url, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
fiscal_period_id: selectedPeriod,
entry_date: entryDate,
description,
source_type: sourceType ?? 'manual',
source_id: sourceId,
lines: entryLines,
}),
})
const result = await res.json()
if (result.error) {
toast({
title: 'Kunde inte skapa verifikation',
description: getErrorMessage(result, { context: 'journal_entry', statusCode: res.status }),
variant: 'destructive',
})
} else {
// Link uploaded documents to the new journal entry (non-blocking)
const journalEntryId = result.data?.id ?? result.journal_entry_id
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/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch (linkErr) {
console.error('[JournalEntryForm] Failed to link document:', linkErr)
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: 'Underlag kunde inte bifogas',
description: `${linkFailCount} fil(er) kunde inte länkas till verifikationen. Försök igen via bokföringssidan.`,
variant: 'destructive',
})
}
}
toast({
title: 'Verifikation skapad',
description: `Verifikation ${result.data?.voucher_series ?? ''}${result.data?.voucher_number ?? ''} har skapats.`,
})
setShowReview(false)
// Reset form
setDescription('')
setUploadedFiles([])
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
onCreated?.()
if (journalEntryId) {
onEntryCreated?.(journalEntryId)
}
}
setIsSubmitting(false)
}
const formContent = (
<div className="space-y-4">
<div className={`grid gap-4 ${embedded && initialDate ? 'grid-cols-2' : 'grid-cols-3'}`}>
<div>
<Label>Räkenskapsår</Label>
<select
value={selectedPeriod}
onChange={(e) => setSelectedPeriod(e.target.value)}
className="w-full mt-1 rounded-md border border-input bg-background px-3 py-2 text-sm"
>
{periods.map((p) => (
<option key={p.id} value={p.id}>
{p.name}
</option>
))}
</select>
</div>
{!(embedded && initialDate) && (
<div>
<Label>Datum</Label>
<Input
type="date"
value={entryDate}
onChange={(e) => setEntryDate(e.target.value)}
/>
</div>
)}
<div>
<Label>Beskrivning</Label>
<Input
value={description}
onChange={(e) => setDescription(e.target.value)}
placeholder="Verifikationstext..."
/>
</div>
</div>
{/* Entry lines */}
<div>
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="py-2 w-28">Konto</th>
<th className="py-2 px-1">Beskrivning</th>
<th className="py-2 w-32 px-1 text-right">Debet</th>
<th className="py-2 w-32 px-1 text-right">Kredit</th>
<th className="py-2 w-10"></th>
</tr>
</thead>
<tbody>
{lines.map((line, index) => (
<tr key={index} className="border-b">
<td className="py-1.5">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(num) => updateLine(index, 'account_number', num)}
/>
</td>
<td className="py-1.5 px-1">
<Input
value={line.line_description}
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
placeholder="Radtext..."
className="h-8"
/>
</td>
<td className="py-1.5 px-1">
<Input
type="number"
value={line.debit_amount}
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
placeholder="0,00"
className="text-right h-8"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5 px-1">
<Input
type="number"
value={line.credit_amount}
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
placeholder="0,00"
className="text-right h-8"
min="0"
step="0.01"
/>
</td>
<td className="py-1.5">
<Button
variant="ghost"
size="sm"
onClick={() => removeLine(index)}
disabled={lines.length <= 2}
className="h-8 w-8 p-0"
>
<Trash2 className="h-3 w-3" />
</Button>
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="font-semibold">
<td colSpan={2} className="py-2 px-1">
Summa
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-green-600' : 'text-red-600'
}`}
>
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td
className={`py-2 px-1 text-right ${
isBalanced ? 'text-green-600' : 'text-red-600'
}`}
>
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</td>
<td></td>
</tr>
</tfoot>
</table>
<Button
variant="outline"
size="sm"
onClick={addLine}
className="mt-2"
>
<Plus className="h-3 w-3 mr-1" />
Lägg till rad
</Button>
</div>
{/* Document attachments */}
{!embedded && (
<div>
<Label className="mb-2 block">Underlag</Label>
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
/>
</div>
)}
{!isBalanced && totalDebit > 0 && (
<p className="text-sm text-red-600">
Differens: {formatCurrency(Math.abs(totalDebit - totalCredit))}
</p>
)}
<div className="flex flex-col items-end gap-1">
<Button
onClick={handleReview}
disabled={!isBalanced || !description || !selectedPeriod || isSubmitting || isUploading}
>
Granska & skapa
</Button>
{(!description || !selectedPeriod || isUploading) && (
<div className="text-xs text-muted-foreground space-y-0.5 text-right">
{!description && <p>Ange en beskrivning</p>}
{!selectedPeriod && <p>Välj en räkenskapsperiod</p>}
{isUploading && <p>Vänta tills filerna laddats upp</p>}
</div>
)}
</div>
<ConfirmationDialog
open={showReview}
onOpenChange={setShowReview}
onConfirm={handleConfirm}
isSubmitting={isSubmitting}
title="Granska verifikation"
warningText={embedded ? '' : 'En verifikation skapas och kan inte ändras efteråt. Korrigeringar görs genom storno.'}
>
<JournalEntryReviewContent
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
entryDate={entryDate}
description={description}
lines={lines}
totalDebit={totalDebit}
totalCredit={totalCredit}
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
showBalanceBadge={!embedded}
hideDate={!!embedded}
/>
</ConfirmationDialog>
{/* Warning dialog when no documents attached */}
<ConfirmationDialog
open={showNoDocWarning}
onOpenChange={setShowNoDocWarning}
onConfirm={() => {
setShowNoDocWarning(false)
setShowReview(true)
}}
isSubmitting={false}
title="Underlag saknas"
warningText="Ingen verifikation har bifogats. Enligt bokföringslagen (BFL) krävs underlag för varje bokföringspost."
confirmLabel="Fortsätt ändå"
>
<div className="flex items-start gap-3 rounded-lg border border-amber-200 dark:border-amber-800 bg-amber-50 dark:bg-amber-950/30 p-4">
<AlertTriangle className="h-5 w-5 text-amber-600 dark:text-amber-400 mt-0.5 shrink-0" />
<div className="text-sm text-amber-800 dark:text-amber-300">
<p className="font-medium mb-1">Inget underlag bifogat</p>
<p>
Enligt bokföringslagen (BFL 5 kap. 6-7 §§) ska varje bokföringspost ha en verifikation som
underlag. Du kan bifoga underlag nu eller fortsätta utan.
</p>
</div>
</div>
</ConfirmationDialog>
</div>
)
if (embedded) {
return formContent
}
return (
<Card>
<CardHeader>
<CardTitle>Ny verifikation</CardTitle>
</CardHeader>
<CardContent>
{formContent}
</CardContent>
</Card>
)
}