91e2c1705a
Per-line VAT rates: - Add generatePerRateLines() to group invoice items by vat_rate with separate revenue + VAT lines per rate group (invoice-entries.ts) - Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts) - PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices - Invoice create/review UI supports per-line rate selection - Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput Invoice document types (proforma, delivery note): - Add InvoiceDocumentType, document_type and converted_from_id to Invoice type - PDF hides prices for delivery notes, adds proforma notice - Email templates support all document types - mark-paid skips journal entries for non-invoice document types - Migration 031: invoice_document_type Accounting method support: - Add AccountingMethod type (accrual/cash) - Migration 032: add_accounting_method column to company_settings VAT declaration rewrite: - Rewrite to read directly from general ledger (26xx/3xxx account lines) instead of aggregating invoices/transactions/receipts - ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances Bank reconciliation: - Transaction ingest now pre-fetches unlinked GL lines and attempts auto-reconciliation during import - Add transaction.reconciled event type - Add ReconciliationMethod type and reconciliation_method on Transaction - Migration 030: bank_reconciliation - New reconciliation engine, API routes, and BankReconciliationView component Pagination (fetchAllRows): - New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit - Adopted in all report generators, SIE/SRU export, account list APIs Fiscal period validation: - New validate-period-duration.ts enforces max 18 months per BFL 3 kap. - Applied in period-service.ts and fiscal-periods API Account mapper simplification: - Remove Levenshtein/fuzzy matching, use exact account number match only Swedbank parser improvements: - Support abbreviated headers (Clnr, Bokfdag, Radnr) - Use Referens column as counterparty Chart of accounts management: - Add DELETE endpoint with system account and usage protection - PUT uses partial updates - New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager Tax deadline corrections: - Rewrite inkomstdeklaration_ab using Skatteverket lookup table - Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3 Onboarding first fiscal year: - Add first fiscal year toggle with date pickers and 18-month validation UI terminology: - Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout Report column fix: - Fix start_date/end_date to period_start/period_end in report queries Supplier invoice input: - CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept) Misc: - SIE import uses upsert for idempotent account creation - account-descriptions.ts falls back to BAS reference data - Add invoice_default_notes to CompanySettings - Update CLAUDE.md to reflect current project state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
356 lines
12 KiB
TypeScript
356 lines
12 KiB
TypeScript
'use client'
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import { useState, useMemo } from 'react'
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
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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 { Badge } from '@/components/ui/badge'
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select'
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import {
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Table,
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TableBody,
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TableCell,
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TableHead,
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TableHeader,
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TableRow,
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} from '@/components/ui/table'
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import {
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ArrowRight,
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Search,
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CheckCircle,
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AlertCircle,
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XCircle,
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Filter,
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} from 'lucide-react'
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import type { AccountMapping } from '@/lib/import/types'
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import type { BASAccount } from '@/types'
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import { getAccountClassName } from '@/lib/bookkeeping/account-descriptions'
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interface AccountMappingStepProps {
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mappings: AccountMapping[]
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basAccounts: BASAccount[]
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onMappingChange: (sourceAccount: string, targetAccount: string, targetName: string) => void
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onContinue: () => void
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onBack: () => void
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}
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type FilterType = 'all' | 'unmapped' | 'low_confidence' | 'manual'
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const PAGE_SIZE = 50
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export default function AccountMappingStep({
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mappings,
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basAccounts,
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onMappingChange,
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onContinue,
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onBack,
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}: AccountMappingStepProps) {
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const [searchTerm, setSearchTerm] = useState('')
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// Default to showing unmapped accounts first (most actionable)
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const [filter, setFilter] = useState<FilterType>(() => {
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const hasUnmapped = mappings.some((m) => !m.targetAccount)
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return hasUnmapped ? 'unmapped' : 'all'
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})
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const [currentPage, setCurrentPage] = useState(1)
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// Filter and search mappings
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const filteredMappings = useMemo(() => {
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let result = mappings
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// Apply filter
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switch (filter) {
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case 'unmapped':
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result = result.filter((m) => !m.targetAccount)
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break
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case 'low_confidence':
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result = result.filter((m) => m.targetAccount && m.confidence < 0.7)
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break
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case 'manual':
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result = result.filter((m) => m.isOverride)
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break
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}
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// Apply search
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if (searchTerm) {
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const term = searchTerm.toLowerCase()
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result = result.filter(
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(m) =>
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m.sourceAccount.includes(term) ||
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m.sourceName.toLowerCase().includes(term) ||
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m.targetAccount?.includes(term) ||
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m.targetName?.toLowerCase().includes(term)
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)
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}
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return result
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}, [mappings, filter, searchTerm])
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// Pagination
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const totalPages = Math.ceil(filteredMappings.length / PAGE_SIZE)
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const paginatedMappings = useMemo(() => {
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const start = (currentPage - 1) * PAGE_SIZE
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return filteredMappings.slice(start, start + PAGE_SIZE)
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}, [filteredMappings, currentPage])
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// Reset page when filter or search changes
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const handleFilterChange = (newFilter: FilterType) => {
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setFilter(newFilter)
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setCurrentPage(1)
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}
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const handleSearchChange = (term: string) => {
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setSearchTerm(term)
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setCurrentPage(1)
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}
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// Calculate stats
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const stats = useMemo(() => {
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const unmapped = mappings.filter((m) => !m.targetAccount).length
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const lowConfidence = mappings.filter((m) => m.targetAccount && m.confidence < 0.7).length
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const manual = mappings.filter((m) => m.isOverride).length
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return { unmapped, lowConfidence, manual }
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}, [mappings])
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const canContinue = stats.unmapped === 0
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// Group BAS accounts by class for the dropdown
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const accountsByClass = useMemo(() => {
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const groups: { [key: string]: BASAccount[] } = {}
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for (const account of basAccounts) {
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const className = getAccountClassName(account.account_class)
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if (!groups[className]) {
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groups[className] = []
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}
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groups[className].push(account)
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}
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return groups
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}, [basAccounts])
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return (
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<div className="space-y-6">
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<Card>
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<CardHeader>
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<CardTitle>Kontomappning</CardTitle>
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<CardDescription>
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Granska och justera mappningarna mellan importerade konton och din kontoplan.
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Alla konton måste vara mappade innan importen kan genomföras.
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</CardDescription>
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</CardHeader>
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<CardContent className="space-y-4">
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{/* Stats */}
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<div className="flex gap-4 flex-wrap">
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<Badge
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variant={filter === 'unmapped' ? 'destructive' : stats.unmapped > 0 ? 'destructive' : 'secondary'}
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className="cursor-pointer"
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onClick={() => handleFilterChange('unmapped')}
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>
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<XCircle className="h-3 w-3 mr-1" />
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{stats.unmapped} ej mappade
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</Badge>
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<Badge
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variant={filter === 'low_confidence' ? 'default' : stats.lowConfidence > 0 ? 'secondary' : 'outline'}
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className="cursor-pointer"
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onClick={() => handleFilterChange('low_confidence')}
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>
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<AlertCircle className="h-3 w-3 mr-1" />
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{stats.lowConfidence} osäkra
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</Badge>
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<Badge
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variant={filter === 'manual' ? 'default' : 'outline'}
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className="cursor-pointer"
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onClick={() => handleFilterChange('manual')}
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>
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<CheckCircle className="h-3 w-3 mr-1" />
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{stats.manual} manuellt satta
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</Badge>
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<Badge
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variant={filter === 'all' ? 'default' : 'outline'}
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className="cursor-pointer"
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onClick={() => handleFilterChange('all')}
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>
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Visa alla ({mappings.length})
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</Badge>
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</div>
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{/* Search and filter */}
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<div className="flex gap-4">
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<div className="relative flex-1">
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<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
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<Input
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placeholder="Sök konto..."
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value={searchTerm}
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onChange={(e) => handleSearchChange(e.target.value)}
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className="pl-9"
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/>
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</div>
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<Select value={filter} onValueChange={(v) => handleFilterChange(v as FilterType)}>
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<SelectTrigger className="w-48">
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<Filter className="h-4 w-4 mr-2" />
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="all">Visa alla</SelectItem>
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<SelectItem value="unmapped">Ej mappade</SelectItem>
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<SelectItem value="low_confidence">Osäkra</SelectItem>
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<SelectItem value="manual">Manuellt satta</SelectItem>
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</SelectContent>
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</Select>
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</div>
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{/* Mapping table */}
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<div className="border rounded-lg overflow-hidden">
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<Table>
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<TableHeader>
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<TableRow>
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<TableHead className="w-36">Källkonto</TableHead>
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<TableHead>Källnamn</TableHead>
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<TableHead className="w-12"></TableHead>
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<TableHead className="w-64">Målkonto</TableHead>
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<TableHead className="w-24">Konfidens</TableHead>
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</TableRow>
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</TableHeader>
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<TableBody>
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{paginatedMappings.map((mapping) => (
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<TableRow
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key={mapping.sourceAccount}
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className={!mapping.targetAccount ? 'bg-destructive/5' : ''}
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>
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<TableCell className="font-mono">{mapping.sourceAccount}</TableCell>
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<TableCell className="text-muted-foreground">{mapping.sourceName}</TableCell>
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<TableCell>
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<ArrowRight className="h-4 w-4 text-muted-foreground" />
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</TableCell>
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<TableCell>
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<Select
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value={mapping.targetAccount || 'none'}
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onValueChange={(value) => {
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const account = basAccounts.find((a) => a.account_number === value)
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onMappingChange(
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mapping.sourceAccount,
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value === 'none' ? '' : value,
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account?.account_name || ''
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)
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}}
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>
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<SelectTrigger className={!mapping.targetAccount ? 'border-destructive' : ''}>
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<SelectValue placeholder="Välj konto..." />
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</SelectTrigger>
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<SelectContent className="max-h-80">
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<SelectItem value="none">-- Välj konto --</SelectItem>
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{Object.entries(accountsByClass).map(([className, accounts]) => (
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<div key={className}>
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<div className="px-2 py-1.5 text-xs font-semibold text-muted-foreground bg-muted">
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{className}
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</div>
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{accounts.map((account) => (
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<SelectItem
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key={account.account_number}
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value={account.account_number}
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>
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<span className="font-mono mr-2">{account.account_number}</span>
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{account.account_name}
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</SelectItem>
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))}
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</div>
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))}
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</SelectContent>
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</Select>
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</TableCell>
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<TableCell>
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{mapping.targetAccount && (
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<ConfidenceBadge
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confidence={mapping.confidence}
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matchType={mapping.matchType}
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isOverride={mapping.isOverride}
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/>
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)}
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</TableCell>
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</TableRow>
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))}
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{paginatedMappings.length === 0 && (
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<TableRow>
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<TableCell colSpan={5} className="text-center text-muted-foreground py-8">
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Inga konton matchar filtret
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</TableCell>
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</TableRow>
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)}
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</TableBody>
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</Table>
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</div>
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{/* Pagination */}
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{totalPages > 1 && (
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<div className="flex items-center justify-between">
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<p className="text-sm text-muted-foreground">
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Visar {((currentPage - 1) * PAGE_SIZE) + 1}-{Math.min(currentPage * PAGE_SIZE, filteredMappings.length)} av {filteredMappings.length}
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</p>
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<div className="flex gap-2">
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<Button
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variant="outline"
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size="sm"
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onClick={() => setCurrentPage((p) => Math.max(1, p - 1))}
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disabled={currentPage === 1}
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>
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Föregående
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</Button>
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<div className="flex items-center gap-1 px-2">
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<span className="text-sm">Sida {currentPage} av {totalPages}</span>
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</div>
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<Button
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variant="outline"
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size="sm"
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onClick={() => setCurrentPage((p) => Math.min(totalPages, p + 1))}
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disabled={currentPage === totalPages}
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>
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Nästa
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</Button>
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</div>
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</div>
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)}
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</CardContent>
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</Card>
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{/* Actions */}
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<div className="flex justify-between">
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<Button variant="outline" onClick={onBack}>
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Tillbaka
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</Button>
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<Button onClick={onContinue} disabled={!canContinue}>
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{canContinue ? 'Fortsätt till granskning' : `${stats.unmapped} konton saknar mappning`}
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<ArrowRight className="ml-2 h-4 w-4" />
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</Button>
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</div>
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</div>
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)
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}
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function ConfidenceBadge({
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confidence,
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isOverride,
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}: {
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confidence: number
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matchType: string // Keep for potential future use
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isOverride: boolean
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}) {
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if (isOverride) {
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return <Badge variant="default">Manuell</Badge>
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}
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if (confidence >= 0.9) {
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return <Badge variant="default" className="bg-success">Exakt</Badge>
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}
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if (confidence >= 0.7) {
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return <Badge variant="secondary">Trolig</Badge>
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}
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return <Badge variant="outline">Osäker</Badge>
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}
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