Files
accounted/components/transactions/TransactionBookingDialog.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

175 lines
6.4 KiB
TypeScript

'use client'
import { useState } from 'react'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Label } from '@/components/ui/label'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, ChevronDown, ChevronUp, Paperclip } from 'lucide-react'
import JournalEntryForm from '@/components/bookkeeping/JournalEntryForm'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { FormLine } from '@/components/bookkeeping/JournalEntryForm'
import type { TransactionWithInvoice } from './transaction-types'
interface TransactionBookingDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
transaction: TransactionWithInvoice | null
onBooked: (transactionId: string, journalEntryId: string) => void
}
function buildInitialLines(transaction: TransactionWithInvoice): FormLine[] {
const amount = Math.round(Math.abs(transaction.amount_sek ?? transaction.amount) * 100) / 100
const amountStr = amount.toFixed(2)
const isExpense = transaction.amount < 0
if (isExpense) {
return [
{ account_number: '1930', debit_amount: '', credit_amount: amountStr, line_description: 'Företagskonto' },
{ account_number: '', debit_amount: amountStr, credit_amount: '', line_description: '' },
]
}
return [
{ account_number: '1930', debit_amount: amountStr, credit_amount: '', line_description: 'Företagskonto' },
{ account_number: '', debit_amount: '', credit_amount: amountStr, line_description: '' },
]
}
export default function TransactionBookingDialog({
open,
onOpenChange,
transaction,
onBooked,
}: TransactionBookingDialogProps) {
const { toast } = useToast()
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [showUploadZone, setShowUploadZone] = useState(false)
if (!transaction) return null
const isIncome = transaction.amount > 0
const handleBooked = async (transactionId: string, journalEntryId: string) => {
// Link any uploaded documents to the new journal entry
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
if (filesToLink.length > 0) {
let linkFailCount = 0
for (const file of filesToLink) {
try {
await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch (linkErr) {
console.error('[TransactionBookingDialog] Failed to link document:', linkErr)
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: 'Underlag kunde inte bifogas',
description: `${linkFailCount} fil(er) kunde inte länkas till verifikationen. Försök igen via bokföringssidan.`,
variant: 'destructive',
})
}
}
setUploadedFiles([])
setShowUploadZone(false)
onBooked(transactionId, journalEntryId)
}
return (
<Dialog open={open} onOpenChange={(o) => {
if (!o) {
setUploadedFiles([])
setShowUploadZone(false)
}
onOpenChange(o)
}}>
<DialogContent className="max-w-2xl max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Bokför transaktion</DialogTitle>
<DialogDescription>
Skapa en verifikation för transaktionen
</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
? 'bg-success/10 text-success'
: 'bg-destructive/10 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 ${isIncome ? 'text-success' : ''}`}>
{isIncome ? '+' : ''}
{formatCurrency(transaction.amount, transaction.currency)}
</p>
</div>
{/* Document upload section */}
<div className="rounded-lg border">
<button
type="button"
onClick={() => setShowUploadZone(!showUploadZone)}
className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
>
<div className="flex items-center gap-2">
<Paperclip className="h-4 w-4 text-muted-foreground" />
<span className="font-medium">Underlag (valfritt)</span>
{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
<span className="text-xs text-muted-foreground">
{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
</span>
)}
</div>
{showUploadZone ? (
<ChevronUp className="h-4 w-4 text-muted-foreground" />
) : (
<ChevronDown className="h-4 w-4 text-muted-foreground" />
)}
</button>
{showUploadZone && (
<div className="px-3 pb-3">
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
compact
/>
</div>
)}
</div>
<JournalEntryForm
key={transaction.id}
embedded
initialLines={buildInitialLines(transaction)}
initialDate={transaction.date}
initialDescription={transaction.description}
submitUrl={`/api/transactions/${transaction.id}/book`}
sourceType="bank_transaction"
sourceId={transaction.id}
onEntryCreated={(entryId) => handleBooked(transaction.id, entryId)}
/>
</DialogContent>
</Dialog>
)
}