2c2743eb79
* fix(bankid): harden login/signup flow — polling, signup rollback, metadata merge, enrichment lookup - middleware: read BankID enrichment from the bankid_enrichment table (the extension_data path has been dead since the multi-tenant refactor), so company-less BankID users land on /select-company instead of the manual wizard - BankIdAuth: hard 6-min poll deadline; every failed poll counts toward the give-up limit; guard overlapping ticks so completion runs exactly once (a double /complete regenerated the magic link and invalidated the first, failing logins intermittently); retry clicks wait out the start cooldown instead of silently no-oping; Swedish messages for 429/unknown start errors - bankid/complete: all-or-nothing signup — delete the created user when the identity insert, app_metadata update, or magic-link generation fails, so a retry starts clean instead of hitting account_exists with an unusable account - bankid/unlink: read-merge-write app_metadata so has_password survives unlink (BankID-only users could otherwise strand themselves with no login method) - login: BankID "create account" CTA now links to /register instead of dismissing the notice; sv.json: fix missing å/ä/ö in settings_bankid strings Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * docs: move secondary guides into docs/, delete dead root files Move DOCKER.md, SELF-HOSTING.md, WHITELABEL.md and extensions.md (renamed EXTENSIONS.md) into a new docs/ folder and update all path references (README, setup.sh, .dockerignore image rules, docker-publish workflow comment, _example-branding, lib/branding/service.ts). Delete two dead root files: customer.json (stray API-test payload) and findings.md (point-in-time swarm audit export, criticals already filed). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Signed-off-by: Emil <emilmattsson14@gmail.com> * fix(api): security & correctness hardening + withRouteContext MFA migration across API routes Audit of ~100 app/api routes. Highlights: Security - agent/conversations: list leaked colleagues' titles + message previews (company-scoped RLS, no user filter) -> user-scoped - calendar/feed PUT: raw body into .update() allowed feed_token fixation on a public unauthenticated URL -> strict schema, content toggles only - bokslutsdispositioner: unbounded schablonintaktRate could inflate the IL 30 kap 25% periodiseringsfond cap base -> bounded - agent profile/composer/onboarding: viewers could rewrite the agent profile while sibling /verify blocked them -> role-gated Correctness - account-totals / listAssets: unbounded queries silently truncated at 1000 rows (under-counted money; skipped assets at year-end depreciation) -> fetchAllRows with stable order (+3 more pagination fixes) - voucher-gaps: swallowed detect_voucher_gaps RPC errors (BFNAR gap view could show "no gaps" when the check never ran) -> surfaced - 5 phantom-success writes (OK on zero matched rows) fixed - assets K3 component-sum validated against stale acquisition_cost -> fixed - invite silent email-send failure -> response carries email_sent; deadlines/calendar cast-then-check JSON crashes -> Zod Convention - ~44 legacy routes converted to withRouteContext (MFA); added Zod validation, corrected status codes, console.* -> lib/logger Response shapes preserved for existing callers. ~110 new tests. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): save a booking as a reusable template from Bokför direkt Add a "Spara som mall" action to the manual booking dialog so users can capture a kontering they just worked out as a booking template — right where they figured out how something should be booked. - derive amount-parameterised template lines from the concrete booking (settlement = the non-VAT leg nearest the total, 26xx = a VAT line with its rate snapped to the nearest standard rate, the rest = business ratios; line labels come from the loaded BAS chart) - extract the shared TemplateForm out of BookingTemplatesPanel so the booking dialog reuses the same editor, live preview and convertibility hints instead of duplicating them - save via the existing POST /api/settings/booking-templates endpoint Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bokslut): render arsredovisning RR/BR at ÅRL post level — no kontonummer Bolagsverket rejected a user's filed årsredovisning with "Balansräkning och resultaträkning ska inte innehålla kontonummer": the PDF built every statement row as per-account "1930 Företagskonto" lines while the iXBRL filing path already aggregated to statutory posts, so the two artifacts diverged. The PDF statements now derive from the same K2 risbs mapping the iXBRL document uses (mapTrialBalancesToK2), via a new statement-rows.ts that emits post-level rows in uppställningsform order for both the K2 and K3 templates. Also fixed along the way: - Jämförelseår column (ÅRL 3:5 §) — previous-year trial balances now load and render; the old PDF had no comparatives at all. - mapping.warnings (unmapped accounts, RR ≠ 2099, obalans, reclass nudges) flow into ArsredovisningData.warnings so the wizard flags a non-fileable document before download. - Flerårsöversikt current/previous year overridden with the mapper's strict-3000–3799 Nettoomsattning, mirroring build-input's duplicate-fact rule, so the FB table ties to the RR. - FB eget kapital-table is post-level and drops obeskattade reserver (never eget kapital); K3 equity-changes statement uses real prior-year opening balances with derived utdelning/nyemission residuals that tie the roll-forward exactly to booked UB. - build-input dedupes warnings now that the PDF path runs the same mapping. Regression test asserts no RR/BR label ever contains a four-digit account number again. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(reports): diagnose untransferred prior-year results behind balance-sheet differens Prod incident (97 kr): a multi-year SIE migration lacked one year's omforing av arets resultat; the residual corrupted every later derived opening balance and Balansrakningen showed a bare "Differens: 97 kr" with no explanation. Continuity checking cannot catch this failure mode (prior-year UB and derived IB match per-account by construction) - the invariant that actually breaks is per-year P&L = 0 for all non-latest years. - lib/reports/imbalance-diagnosis.ts: shared detector (findUntransferredResults + buildImbalanceDiagnosis) - Balansrakning/Balansrapport attach imbalance_diagnosis when unbalanced, naming the exact culprit years; rendered in web views + PDF; MCP gnubok_get_balance_sheet inherits the field via spread - SIE import: parse-time warning when a completed year's vouchers leave a P&L residual, plus a post-import DB walk surfacing culprits as warnings and structured details.untransferredResults; the Arcim migration workspace previously dropped result.warnings entirely and now renders them - opening-balance/correct: pre-flight the company lock date and return 409 OB_COMPANY_LOCK_DATE (retryable: false, lock date interpolated in the client message) instead of the retryable 500 that invited blind retries; catch-path maps a raced trigger rejection to the same code Diagnosis runs only on unbalanced paths (zero cost when healthy) and never fails the report or the import. No migration, nothing persisted. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix: production error remediation — FX rates, deadlines, log levels, correction relink Batch of fixes for recurring Vercel runtime errors: - Riksbanken FX rates: persistent read-through cache (exchange_rates table), one retry honoring Retry-After on 429/5xx, bounded ingest concurrency, and an honest fallback — most recent cached observation or null, never a hardcoded rate silently booked into amount_sek. Unrated transactions stay repairable via refresh-exchange-rate. - Tax deadline regeneration inserts replacement rows before deleting the superseded set, so a failed insert no longer wipes a company's deadlines (the 23502 user_id regression did exactly that). Migration makes deadlines.user_id nullable for system-generated rows. - Route wrappers + errorResponse log 4xx outcomes at warn so only genuine 5xx reach Vercel's runtime-error clustering; client-supplied /api/log telemetry demoted to warn as well. - application/json documents (raw PSD2 responses archived per BFL) validate as parseable JSON with object/array root instead of always failing the magic-byte check. - correctEntry surfaces document-relink failures to callers, and the BFL document-immutability trigger now allows relinking underlag from a reversed entry to its correction (migration + pg test). - Middleware clears stale session cookies on /api requests too, using scope 'local' so cleanup doesn't re-trigger the failed token refresh. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(skatteverket): persist token health and stop retrying dead consents Terminal auth errors (SESSION_EXPIRED, REFRESH_EXHAUSTED, MISSING_SCOPE, TOKEN_CORRUPTED) mark the token row needs_reconsent with the error code and timestamp — SKV per-flow refresh tokens live 65 minutes, so once expired nothing recovers without a fresh BankID consent. The AGI kvittens and skattekonto sync crons skip flagged connections instead of failing every night, and the settings panel prompts for re-consent proactively. A successful reconnect resets the row to active. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(banking): allocate distinct BAS ledger slots for PSD2 mirror accounts A bank returning N same-currency accounts used to map them all onto the currency default (1930/1932/1933/1934), tripping the UNIQUE (company_id, ledger_account) constraint per-account — swallowed errors left accounts silently unmirrored. allocatePsd2LedgerAccount now hands out the currency default first, then free 1931–1959 sub-account slots, skipping slots held by any existing row. - Callback persists allocations to accounts_data so the picker pre-fills reality; reconnect reuses previously mirrored ledgers instead of re-deriving (a user remap to 1935 survives). - Selection save resolves effective ledgers up front and rejects duplicates or cross-connection conflicts with a 400 instead of silently skipping the mirror. - Bank error codes + psu_type are forwarded to the settings page for every OAuth error, keying the Handelsbanken corporate fullmakt guidance. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(agent): stage exact journal lines on categorization previews Categorization previews only carried debit/credit accounts, the GROSS amount, and separate VAT rows — read together that looks like an unbalanced 'gross on cost account + VAT debit' entry, and it misled both users and agents into rejecting correct proposals. The MCP preview and the pending-operation PATCH now materialize the exact lines the commit executor will post (net cost line, VAT line, gross bank line, SEK) via buildTransactionEntryLines, and PATCH re-derives them from the new mapping instead of spreading stale staged lines. ApprovalCard and /pending render the verifikat lines, falling back to the legacy summary only for operations staged before this fix. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(bookkeeping): prune unused imported accounts from the chart SIE imports routinely bring in hundreds of accounts that were never used and clutter the kontoplan. New account_usage_counts RPC (one grouped query instead of a count per account) backs GET /api/bookkeeping/accounts/usage, and POST /api/bookkeeping/accounts/prune deletes zero-usage accounts — dry-run first, then an explicit account list capped at 2000. Accounts with journal lines are skipped, never deleted. The chart manager shows a usage column and a prune dialog grouping custom accounts vs unused BAS-seeded ones. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(api): carry dimensions through v1 invoice and supplier-invoice surfaces Credit-note creation now copies default_dimensions and per-line dimensions from the original, so the reversing journal entry nets against the same dimension cells instead of dropping them. List/detail responses expose the dimension fields, and the OpenAPI spec snapshot follows. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * perf: batch serial Supabase round-trips on hot dashboard paths Every dashboard render pays the layout's query chain, so serialized awaits are direct wall-clock: the layout, chat conversation, invoice detail, supplier detail, select-company, and agent-onboarding pages now run their independent lookups in parallel batches, and getCompanyCapabilities folds its disabled-config read into the same round-trip. JournalEntryList hydrates the saved fiscal-year scope optimistically instead of serializing the first entries fetch behind the fiscal-periods request. The supplier detail page filters invoices server-side via a new supplier_id query param instead of fetching the whole company ledger, and the invoice editor (with its framer-motion dependency) lazy-loads so it stops shipping with the invoice list bundle. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(salary): one-click runs, payslip delivery, payments settings, run cockpit Salary P1 batch, driving the 20-click flow toward 3 clicks: - One-click 'Starta lönekörning': POST /api/salary/runs accepts an empty body and resolves defaults server-side — period follows the latest non-corrected run, payment date from the new salary_pay_day setting, series from the per-source-type map. The separate /salary/runs/new page is gone. - Run detail page rebuilt as a step-railed cockpit (progress rail, KPI cards, employee ledger, journal preview) on a deliberately wider canvas; components extracted to components/salary/run/. - Payslip delivery: tokenized public payslip pages (/payslip/[token], backed by salary_payslip_links) plus per-employee email send with PDF — employees need no account, and the middleware exempts the route from auth redirects. - Payments settings: salary pay day, default bank, and pain.001 vs Bankgirot Lön format with per-bank upload instructions and an LB sunset warning (banks retire LB during 2026). - AGI panel: full submission status flows (stale drafts, signing links, kvittens polling, error reports); tax payment panel with skattekonto shortcut and mark-as-paid. - Salary calendar bulk editing, employee benefits/tax-card polish, municipality tax-table lookup improvements. messages/sv+en also carry the strings for the account-prune, skatteverket-reconsent, and banking surfaces committed just before this. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * chore: adopt Next 16 proxy.ts convention + repo housekeeping - Rename middleware.ts to proxy.ts with the proxy() export (Next 16 renamed the middleware convention; behavior unchanged). - Exclude dev_docs/ from tsconfig so stray snippets in planning docs don't break the build type-check. - Ratchet antipatterns-baseline down (raw-route-auth 165 → 119) to lock in the withRouteContext migration from 5cfd2b76. - template-library uses roundOre() instead of inline rounding. - database.md: drop account_balances from the key-tables list. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): robust service-role detection in correction document relink relink_documents_to_correction() keyed its service-role branch on auth.role(), which reads the singular request.jwt.claim.role GUC that PostgREST v10+ and the pg-real harness no longer populate. Genuine service-role callers (pending-ops executor / MCP approve) landed in the auth gate and could not relink underlag. Read the role from the request.jwt.claims JSON directly, mirroring the canonical link_voucher_rpcs_tenant_guard convention. Validated on staging. Also: harden the salary run page's error paths (res.json().catch) against non-JSON error bodies, and roll back the pg-real service-role case in finally so an aborted transaction cannot poison a pooled connection for the next test. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(documents): restore journal_entry_line_id link durability (BFL 7 kap) Migration 20260704103000 rewrote enforce_document_journal_entry_immutability to guard journal_entry_id but left journal_entry_line_id to the metadata trigger, which exempts draft-linked docs -- and the entry-level trigger only fired on UPDATE OF journal_entry_id, so a line-id-only UPDATE never invoked it at all. That let a set journal_entry_line_id be cleared to NULL, breaking the "link durable from first set" invariant (document-immutability.pg regression). Widen the trigger to fire on journal_entry_line_id too and guard it with the same uuid-durability rule as journal_entry_id (setting NULL -> uuid stays allowed; clearing/re-pointing a set value is blocked, status-independent). The correction-relink GUC path, which legitimately clears line_id when moving underlag to the posted correction, stays exempt. Validated on staging. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Signed-off-by: Emil <emilmattsson14@gmail.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
1004 lines
41 KiB
TypeScript
1004 lines
41 KiB
TypeScript
'use client'
|
|
|
|
import { useState, useEffect, useMemo, useCallback } from 'react'
|
|
import {
|
|
Dialog,
|
|
DialogContent,
|
|
DialogHeader,
|
|
DialogTitle,
|
|
DialogDescription,
|
|
} from '@/components/ui/dialog'
|
|
import { Button } from '@/components/ui/button'
|
|
import { Input } from '@/components/ui/input'
|
|
import { Label } from '@/components/ui/label'
|
|
import { Textarea } from '@/components/ui/textarea'
|
|
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
|
|
import { Badge } from '@/components/ui/badge'
|
|
import { useToast } from '@/components/ui/use-toast'
|
|
import { Loader2, Plus, Trash2, AlertTriangle, Search, Check, BookmarkPlus } from 'lucide-react'
|
|
import { cn, formatCurrency } from '@/lib/utils'
|
|
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
|
|
import DocumentViewerPane from '@/components/bookkeeping/DocumentViewerPane'
|
|
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
|
|
import { TemplateForm } from '@/components/settings/TemplateForm'
|
|
import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
|
|
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
|
|
import { useCompany } from '@/contexts/CompanyContext'
|
|
import {
|
|
useSubmitWithAccountActivation,
|
|
throwOnStructuredError,
|
|
} from '@/lib/hooks/use-submit-with-account-activation'
|
|
import { getErrorMessage } from '@/lib/errors/get-error-message'
|
|
import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
|
|
import { resolveSekAmount } from '@/lib/bookkeeping/currency-utils'
|
|
import { resolveAccount } from '@/lib/cash-accounts/resolve-account'
|
|
import type { BASAccount, BookingTemplateLibrary, CashAccount, FiscalPeriod, InvoiceExtractionResult } from '@/types'
|
|
|
|
interface InboxItem {
|
|
id: string
|
|
document_id: string | null
|
|
matched_transaction_id: string | null
|
|
extracted_data: InvoiceExtractionResult | null
|
|
}
|
|
|
|
interface PickerTransaction {
|
|
id: string
|
|
date: string
|
|
description: string
|
|
amount: number
|
|
currency: string | null
|
|
amount_sek?: number | null
|
|
exchange_rate?: number | null
|
|
}
|
|
|
|
// SEK magnitude of a (usually-SEK) bank transaction. Foreign rows are
|
|
// normalised via their stored amount_sek/exchange_rate so ranking against the
|
|
// underlag's SEK value is apples-to-apples.
|
|
function txSekAmount(tx: PickerTransaction): number {
|
|
const cur = (tx.currency ?? 'SEK').toUpperCase()
|
|
if (cur === 'SEK') return Math.abs(tx.amount)
|
|
return Math.abs(
|
|
resolveSekAmount(tx.amount, tx.amount_sek ?? null, tx.currency, tx.exchange_rate ?? null),
|
|
)
|
|
}
|
|
|
|
interface FormLine {
|
|
account_number: string
|
|
debit_amount: string
|
|
credit_amount: string
|
|
}
|
|
|
|
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '' }
|
|
|
|
// Swedish entity labels for the "Spara som mall" editor. Hard-coded to match
|
|
// this dialog's Swedish-only surface (the shared TemplateForm handles the rest
|
|
// of its own strings bilingually).
|
|
const TEMPLATE_ENTITY_LABELS: Record<string, string> = {
|
|
all: 'Alla',
|
|
enskild_firma: 'Enskild firma',
|
|
aktiebolag: 'Aktiebolag',
|
|
}
|
|
|
|
interface Props {
|
|
open: boolean
|
|
onOpenChange: (v: boolean) => void
|
|
item: InboxItem
|
|
/** Signed URL + mime of the inbox document, threaded from the workspace so
|
|
the underlag can be shown beside the form without an extra round-trip. */
|
|
docUrl?: string | null
|
|
docMime?: string | null
|
|
onSuccess: () => void | Promise<void>
|
|
}
|
|
|
|
// Compute the prefill lines. Booking is always in SEK (BFL/BFNAR), so when
|
|
// a transaction is selected and the document is in a foreign currency, the
|
|
// transaction's SEK amount is the canonical figure. The cost-account row
|
|
// stays blank: the user must pick a cost account themselves.
|
|
// bankAccount defaults to '1930' but is replaced by the resolved ledger account
|
|
// once the cash-accounts fetch completes.
|
|
function buildPrefillLines(
|
|
item: InboxItem,
|
|
selectedTransactionAmount: number | null = null,
|
|
bankAccount: string = '1930',
|
|
): FormLine[] {
|
|
const docTotal = item.extracted_data?.totals?.total ?? null
|
|
const docVat = item.extracted_data?.totals?.vatAmount ?? null
|
|
const docCurrency = item.extracted_data?.invoice?.currency ?? 'SEK'
|
|
|
|
// Prefer the transaction amount when available: it's already in SEK and
|
|
// matches the bank movement we'll be marking as booked.
|
|
const total = selectedTransactionAmount != null
|
|
? Math.abs(selectedTransactionAmount)
|
|
: docTotal
|
|
|
|
if (total == null || total <= 0) {
|
|
return [{ ...BLANK_LINE }, { ...BLANK_LINE }]
|
|
}
|
|
|
|
const totalRounded = Math.round(total * 100) / 100
|
|
|
|
// VAT prefill rules:
|
|
// - Foreign-currency document → skip VAT (reverse charge is the common
|
|
// case; user can add it manually if needed).
|
|
// - SEK-denominated document with extracted VAT → split it out on 2641.
|
|
// - SEK without extracted VAT → leave VAT row out, single net row.
|
|
const useDocVat =
|
|
docCurrency === 'SEK' &&
|
|
selectedTransactionAmount == null &&
|
|
docVat != null &&
|
|
docVat > 0
|
|
const vatRounded = useDocVat ? Math.round((docVat ?? 0) * 100) / 100 : 0
|
|
const net = Math.round((totalRounded - vatRounded) * 100) / 100
|
|
|
|
const lines: FormLine[] = [
|
|
{
|
|
account_number: '',
|
|
debit_amount: String(net),
|
|
credit_amount: '',
|
|
},
|
|
]
|
|
if (vatRounded > 0) {
|
|
lines.push({
|
|
account_number: '2641',
|
|
debit_amount: String(vatRounded),
|
|
credit_amount: '',
|
|
})
|
|
}
|
|
lines.push({
|
|
account_number: bankAccount,
|
|
debit_amount: '',
|
|
credit_amount: String(totalRounded),
|
|
})
|
|
return lines
|
|
}
|
|
|
|
// Rank candidates by closeness to the underlag's SEK value. `targetSek` is the
|
|
// document total already converted to SEK (the bank charge for a 216 USD
|
|
// receipt is ~2 109 kr, not 216): ranking against the raw foreign total used
|
|
// to bury the real match far down the list. Null target → leave order intact.
|
|
function rankBySekCloseness(
|
|
rows: PickerTransaction[],
|
|
targetSek: number | null
|
|
): PickerTransaction[] {
|
|
if (targetSek == null) return rows
|
|
const abs = Math.abs(targetSek)
|
|
return [...rows].sort((a, b) => Math.abs(txSekAmount(a) - abs) - Math.abs(txSekAmount(b) - abs))
|
|
}
|
|
|
|
export default function BookDirectlyDialog({ open, onOpenChange, item, docUrl = null, docMime = null, onSuccess }: Props) {
|
|
const { toast } = useToast()
|
|
const { company } = useCompany()
|
|
|
|
// Underlag total + currency. Booking happens in SEK, so a foreign total needs
|
|
// an FX rate to rank/compare against the (SEK) bank transactions.
|
|
const targetAmount = item.extracted_data?.totals?.total ?? null
|
|
const targetCurrency = (item.extracted_data?.invoice?.currency ?? 'SEK').toUpperCase()
|
|
// SEK per unit of the underlag currency (e.g. ~9.8 for USD). null = SEK,
|
|
// pending, or unsupported.
|
|
const [fxRate, setFxRate] = useState<number | null>(null)
|
|
|
|
// null = fetch pending; array = loaded (may be empty on error: falls back to '1930')
|
|
const [cashAccounts, setCashAccounts] = useState<CashAccount[] | null>(null)
|
|
|
|
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
|
|
const [accounts, setAccounts] = useState<BASAccount[]>([])
|
|
const [entryDate, setEntryDate] = useState<string>(
|
|
item.extracted_data?.invoice?.invoiceDate || new Date().toISOString().slice(0, 10)
|
|
)
|
|
const [periodId, setPeriodId] = useState<string>('')
|
|
const [description, setDescription] = useState<string>(() => {
|
|
const supplier = item.extracted_data?.supplier?.name?.trim() || ''
|
|
const invoiceNum = item.extracted_data?.invoice?.invoiceNumber?.trim() || ''
|
|
return [supplier, invoiceNum].filter(Boolean).join(' · ') || 'Bokföring från inkorg'
|
|
})
|
|
const [notes, setNotes] = useState<string>('')
|
|
// Start with blank lines; they are replaced once cashAccounts resolves (see
|
|
// the combined prefill effect below). This mirrors the TransactionBookingDialog
|
|
// pattern of gating JournalEntryForm on bankAccount !== null.
|
|
const [lines, setLines] = useState<FormLine[]>(() => buildPrefillLines(item))
|
|
|
|
// Transaction picker: optional selection.
|
|
const [selectedTransactionId, setSelectedTransactionId] = useState<string | null>(
|
|
item.matched_transaction_id
|
|
)
|
|
const [transactions, setTransactions] = useState<PickerTransaction[]>([])
|
|
const [isLoadingTransactions, setIsLoadingTransactions] = useState(false)
|
|
const [txSearch, setTxSearch] = useState('')
|
|
|
|
const [isSubmitting, setIsSubmitting] = useState(false)
|
|
|
|
// "Spara som mall" — derive amount-parameterised template lines from the
|
|
// current konteringsrader so the user can save the pattern they just worked
|
|
// out. Labels come from the loaded BAS chart; the user reviews/edits in the
|
|
// shared TemplateForm before saving.
|
|
const [showSaveTemplate, setShowSaveTemplate] = useState(false)
|
|
|
|
// Reset state when a different item opens the dialog. We pass bankAccount
|
|
// here but it may still be null (fetch in flight): in that case '1930' is
|
|
// used as a placeholder and the prefill-update effect below will overwrite
|
|
// the settlement line once the fetch resolves.
|
|
useEffect(() => {
|
|
if (!open) return
|
|
setEntryDate(item.extracted_data?.invoice?.invoiceDate || new Date().toISOString().slice(0, 10))
|
|
setLines(buildPrefillLines(item, null, bankAccount ?? '1930'))
|
|
setSelectedTransactionId(item.matched_transaction_id)
|
|
const supplier = item.extracted_data?.supplier?.name?.trim() || ''
|
|
const invoiceNum = item.extracted_data?.invoice?.invoiceNumber?.trim() || ''
|
|
setDescription([supplier, invoiceNum].filter(Boolean).join(' · ') || 'Bokföring från inkorg')
|
|
setNotes('')
|
|
// eslint-disable-next-line react-hooks/exhaustive-deps
|
|
}, [open, item.id])
|
|
|
|
// Fetch the underlag's SEK rate for a foreign-currency document so candidate
|
|
// transactions can be ranked against the SEK-equivalent total (and not the
|
|
// raw foreign number). SEK / unsupported currencies skip the fetch.
|
|
useEffect(() => {
|
|
if (!open) return
|
|
setFxRate(null)
|
|
if (targetCurrency === 'SEK' || !['EUR', 'USD', 'GBP', 'NOK', 'DKK'].includes(targetCurrency)) {
|
|
return
|
|
}
|
|
let cancelled = false
|
|
const invoiceDate = item.extracted_data?.invoice?.invoiceDate
|
|
const dateParam = invoiceDate ? `&date=${invoiceDate}` : ''
|
|
fetch(`/api/currency/rate?currency=${targetCurrency}${dateParam}`)
|
|
.then((r) => (r.ok ? r.json() : null))
|
|
.then((body) => {
|
|
if (cancelled) return
|
|
const rate = body?.data?.rate
|
|
if (typeof rate === 'number' && rate > 0) setFxRate(rate)
|
|
})
|
|
.catch(() => { /* leave null: ranking falls back to face amounts */ })
|
|
return () => { cancelled = true }
|
|
// eslint-disable-next-line react-hooks/exhaustive-deps
|
|
}, [open, targetCurrency, item.id])
|
|
|
|
// Fetch cash accounts once when the dialog opens so the settlement line can
|
|
// be routed to the correct ledger account instead of the hardcoded '1930'.
|
|
useEffect(() => {
|
|
if (!open) return
|
|
setCashAccounts(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
|
|
setCashAccounts((json.data ?? []) as CashAccount[])
|
|
})
|
|
.catch(() => {
|
|
// Fall back to empty list: resolveAccount will return '1930'
|
|
if (!cancelled) setCashAccounts([])
|
|
})
|
|
return () => { cancelled = true }
|
|
// eslint-disable-next-line react-hooks/exhaustive-deps
|
|
}, [open, item.id])
|
|
|
|
// SEK-equivalent of the underlag total: the anchor for ranking candidates.
|
|
const targetSek = useMemo(() => {
|
|
if (targetAmount == null) return null
|
|
if (targetCurrency === 'SEK') return targetAmount
|
|
if (fxRate != null) return Math.round(targetAmount * fxRate * 100) / 100
|
|
return null
|
|
}, [targetAmount, targetCurrency, fxRate])
|
|
|
|
// When the user picks a transaction (or the toggle changes), re-derive
|
|
// the prefilled amounts so foreign-currency invoices follow the SEK
|
|
// figure on the actual bank movement. Normalised to SEK: a foreign bank
|
|
// row is booked at its SEK value, never its face amount.
|
|
const selectedTransactionAmount = useMemo(() => {
|
|
if (!selectedTransactionId) return null
|
|
const tx = transactions.find((t) => t.id === selectedTransactionId)
|
|
if (!tx) return null
|
|
const cur = (tx.currency ?? 'SEK').toUpperCase()
|
|
return cur === 'SEK'
|
|
? tx.amount
|
|
: resolveSekAmount(tx.amount, tx.amount_sek ?? null, tx.currency, tx.exchange_rate ?? null)
|
|
}, [selectedTransactionId, transactions])
|
|
|
|
// The settlement currency to resolve against:
|
|
// - When a transaction is selected, use that transaction's currency.
|
|
// - Otherwise, use the document's currency (falls back to SEK).
|
|
const settlementCurrency = useMemo(() => {
|
|
if (selectedTransactionId) {
|
|
const tx = transactions.find((t) => t.id === selectedTransactionId)
|
|
if (tx) return (tx.currency ?? 'SEK').toUpperCase()
|
|
}
|
|
return targetCurrency
|
|
}, [selectedTransactionId, transactions, targetCurrency])
|
|
|
|
// Resolved bank account: null while the cash-accounts fetch is in flight.
|
|
// Derived from the cash accounts list; falls back to '1930' if the list is
|
|
// empty or no single-currency match exists.
|
|
const bankAccount = useMemo<string | null>(() => {
|
|
if (cashAccounts === null) return null
|
|
const { account } = resolveAccount(cashAccounts, null, settlementCurrency)
|
|
return account
|
|
}, [cashAccounts, settlementCurrency])
|
|
|
|
useEffect(() => {
|
|
if (!open) return
|
|
// Update amounts when the transaction selection or resolved bank account
|
|
// changes, but preserve user-entered account numbers. This handles "user
|
|
// typed cost account, then picked an SEK-denominated transaction": we
|
|
// want the SEK figure to flow into the line amounts without forgetting
|
|
// their account pick. bankAccount may be null while the fetch is in flight;
|
|
// pass '1930' as a safe placeholder in that case: the effect re-runs once
|
|
// the fetch resolves and bankAccount becomes non-null.
|
|
setLines((current) => {
|
|
const next = buildPrefillLines(item, selectedTransactionAmount, bankAccount ?? '1930')
|
|
return next.map((nl, i) => {
|
|
const existing = current[i]
|
|
if (!existing) return nl
|
|
return {
|
|
...nl,
|
|
account_number: existing.account_number || nl.account_number,
|
|
}
|
|
})
|
|
})
|
|
}, [open, item, selectedTransactionAmount, bankAccount])
|
|
|
|
// Fetch fiscal periods and accounts on first open
|
|
useEffect(() => {
|
|
if (!open) return
|
|
let cancelled = false
|
|
;(async () => {
|
|
try {
|
|
const [periodsRes, accountsRes] = await Promise.all([
|
|
fetch('/api/bookkeeping/fiscal-periods'),
|
|
fetch('/api/bookkeeping/accounts'),
|
|
])
|
|
const periodsJson = await periodsRes.json()
|
|
const accountsJson = await accountsRes.json()
|
|
if (cancelled) return
|
|
setPeriods(periodsJson.data || [])
|
|
setAccounts(accountsJson.data || [])
|
|
} catch (err) {
|
|
console.error('[book-direct] fetch reference data failed:', err)
|
|
}
|
|
})()
|
|
return () => { cancelled = true }
|
|
}, [open])
|
|
|
|
// Auto-select fiscal period matching the entry date
|
|
useEffect(() => {
|
|
if (periods.length === 0) return
|
|
const match = periods.find(
|
|
(p) => entryDate >= p.period_start && entryDate <= p.period_end
|
|
)
|
|
if (match) {
|
|
setPeriodId(match.id)
|
|
} else if (!periodId && periods.length > 0) {
|
|
setPeriodId(periods[0].id)
|
|
}
|
|
}, [entryDate, periods, periodId])
|
|
|
|
// Fetch unmatched transactions whenever the dialog opens: the picker
|
|
// is always visible now (selection is optional).
|
|
useEffect(() => {
|
|
if (!open) return
|
|
let cancelled = false
|
|
setIsLoadingTransactions(true)
|
|
;(async () => {
|
|
try {
|
|
const res = await fetch('/api/transactions?unmatched=true')
|
|
const json = await res.json()
|
|
if (cancelled) return
|
|
const rows: PickerTransaction[] = (Array.isArray(json.data) ? json.data : [])
|
|
.map((t: PickerTransaction) => ({
|
|
id: t.id,
|
|
date: t.date,
|
|
description: t.description,
|
|
amount: t.amount,
|
|
currency: t.currency || 'SEK',
|
|
amount_sek: t.amount_sek ?? null,
|
|
exchange_rate: t.exchange_rate ?? null,
|
|
}))
|
|
// Ranking happens in a memo (it depends on the async FX rate).
|
|
setTransactions(rows)
|
|
} catch (err) {
|
|
console.error('[book-direct] fetch transactions failed:', err)
|
|
} finally {
|
|
if (!cancelled) setIsLoadingTransactions(false)
|
|
}
|
|
})()
|
|
return () => { cancelled = true }
|
|
}, [open])
|
|
|
|
// FX-aware ranking by closeness to the underlag's SEK value.
|
|
const rankedTransactions = useMemo(
|
|
() => rankBySekCloseness(transactions, targetSek),
|
|
[transactions, targetSek],
|
|
)
|
|
|
|
const filteredTransactions = useMemo(() => {
|
|
const term = txSearch.trim().toLowerCase()
|
|
if (!term) return rankedTransactions
|
|
return rankedTransactions.filter((t) => (t.description || '').toLowerCase().includes(term))
|
|
}, [rankedTransactions, txSearch])
|
|
|
|
// Pin the already-selected/matched transaction to the top so it's always
|
|
// visible: otherwise a correct match that ranks past the rendered cap looks
|
|
// unselected and the user re-picks it. The pinned row carries a "Matchad"
|
|
// badge when it's the one matched in the inbox.
|
|
const displayedTransactions = useMemo(() => {
|
|
if (!selectedTransactionId) return filteredTransactions
|
|
const sel = filteredTransactions.find((t) => t.id === selectedTransactionId)
|
|
if (!sel) return filteredTransactions
|
|
return [sel, ...filteredTransactions.filter((t) => t.id !== selectedTransactionId)]
|
|
}, [filteredTransactions, selectedTransactionId])
|
|
|
|
const totals = useMemo(() => {
|
|
const debit = lines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
|
|
const credit = lines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
|
|
const roundedDebit = Math.round(debit * 100) / 100
|
|
const roundedCredit = Math.round(credit * 100) / 100
|
|
return {
|
|
debit: roundedDebit,
|
|
credit: roundedCredit,
|
|
balanced: roundedDebit === roundedCredit && roundedDebit > 0,
|
|
diff: Math.round((roundedDebit - roundedCredit) * 100) / 100,
|
|
}
|
|
}, [lines])
|
|
|
|
// Account number → BAS name, so derived template lines get meaningful labels.
|
|
const accountNameMap = useMemo(
|
|
() => Object.fromEntries(accounts.map((a) => [a.account_number, a.account_name])),
|
|
[accounts],
|
|
)
|
|
|
|
// Template lines derived from the current booking. Empty (<2 usable lines)
|
|
// disables the "Spara som mall" button.
|
|
const derivedTemplateLines = useMemo(
|
|
() => deriveTemplateLinesFromBooking(lines, accountNameMap),
|
|
[lines, accountNameMap],
|
|
)
|
|
|
|
const updateLine = useCallback((idx: number, patch: Partial<FormLine>) => {
|
|
setLines((prev) => prev.map((l, i) => (i === idx ? { ...l, ...patch } : l)))
|
|
}, [])
|
|
|
|
const addLine = useCallback(() => {
|
|
setLines((prev) => [...prev, { ...BLANK_LINE }])
|
|
}, [])
|
|
|
|
const removeLine = useCallback((idx: number) => {
|
|
setLines((prev) => prev.length <= 2 ? prev : prev.filter((_, i) => i !== idx))
|
|
}, [])
|
|
|
|
// Replace the line set with a booking template's computed rows. The picker
|
|
// hands back JournalEntryForm-shaped lines; we keep only the three fields
|
|
// book-direct posts. A meaningful supplier description is preserved: the
|
|
// template name only fills an empty field.
|
|
const handleTemplateApply = useCallback(
|
|
(
|
|
templateLines: Array<{ account_number: string; debit_amount: string; credit_amount: string }>,
|
|
templateDescription: string,
|
|
) => {
|
|
setLines(
|
|
templateLines.map((l) => ({
|
|
account_number: l.account_number,
|
|
debit_amount: l.debit_amount,
|
|
credit_amount: l.credit_amount,
|
|
})),
|
|
)
|
|
setDescription((prev) => (prev.trim() ? prev : templateDescription))
|
|
},
|
|
[],
|
|
)
|
|
|
|
const disabledReason = useMemo(() => {
|
|
if (isSubmitting) return null
|
|
if (!entryDate) return 'Välj datum'
|
|
if (!periodId) return 'Välj räkenskapsperiod'
|
|
if (description.trim().length === 0) return 'Fyll i beskrivning'
|
|
if (lines.some((l) => l.account_number.trim().length === 0)) return 'Alla rader behöver ett konto'
|
|
if (!totals.balanced) return 'Debet och kredit måste vara lika'
|
|
return null
|
|
}, [isSubmitting, entryDate, periodId, description, lines, totals.balanced])
|
|
|
|
const canSubmit = !isSubmitting && disabledReason === null
|
|
|
|
const postBooking = useCallback(async () => {
|
|
const payload = {
|
|
fiscal_period_id: periodId,
|
|
entry_date: entryDate,
|
|
description: description.trim(),
|
|
notes: notes.trim() || undefined,
|
|
lines: lines.map((l) => ({
|
|
account_number: l.account_number.trim(),
|
|
debit_amount: parseFloat(l.debit_amount) || 0,
|
|
credit_amount: parseFloat(l.credit_amount) || 0,
|
|
})),
|
|
transaction_id: selectedTransactionId ?? undefined,
|
|
}
|
|
const res = await fetch(
|
|
`/api/extensions/ext/invoice-inbox/items/${item.id}/book-direct`,
|
|
{
|
|
method: 'POST',
|
|
headers: { 'Content-Type': 'application/json' },
|
|
body: JSON.stringify(payload),
|
|
}
|
|
)
|
|
return (await throwOnStructuredError(res)) as {
|
|
data?: { journal_entry?: { voucher_series: string; voucher_number: number } }
|
|
}
|
|
}, [periodId, entryDate, description, notes, lines, selectedTransactionId, item.id])
|
|
|
|
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
|
|
useSubmitWithAccountActivation(postBooking)
|
|
|
|
const handleSubmit = useCallback(async () => {
|
|
if (!canSubmit) return
|
|
setIsSubmitting(true)
|
|
try {
|
|
const json = await runSubmit()
|
|
const voucher = json?.data?.journal_entry
|
|
toast({
|
|
title: 'Bokfört',
|
|
description: voucher
|
|
? `Verifikation ${formatVoucher(voucher)} skapad.`
|
|
: 'Verifikation skapad.',
|
|
})
|
|
await onSuccess()
|
|
onOpenChange(false)
|
|
} catch (err) {
|
|
if (err instanceof Error && err.message === 'cancelled') {
|
|
// User dismissed the activation dialog: no toast needed
|
|
} else {
|
|
const anyErr = err as { body?: unknown; status?: number }
|
|
toast({
|
|
title: 'Kunde inte bokföra',
|
|
description: getErrorMessage(anyErr.body ?? err, {
|
|
context: 'journal_entry',
|
|
statusCode: anyErr.status,
|
|
}),
|
|
variant: 'destructive',
|
|
})
|
|
}
|
|
} finally {
|
|
setIsSubmitting(false)
|
|
}
|
|
}, [canSubmit, runSubmit, toast, onSuccess, onOpenChange])
|
|
|
|
return (
|
|
<Dialog open={open} onOpenChange={onOpenChange}>
|
|
<DialogContent className="max-w-6xl max-h-[90vh] overflow-y-auto">
|
|
<DialogHeader>
|
|
<DialogTitle>Bokför direkt</DialogTitle>
|
|
<DialogDescription>
|
|
Skapa en verifikation från underlaget. Dokumentet bifogas verifikationen som underlag.
|
|
</DialogDescription>
|
|
</DialogHeader>
|
|
|
|
<div className="grid grid-cols-1 gap-6 lg:grid-cols-[minmax(0,1fr)_minmax(0,560px)]">
|
|
{/* Document column: sticky on desktop so the underlag stays visible
|
|
while the form scrolls; stacks above the form on smaller screens. */}
|
|
<div className="h-[45vh] lg:sticky lg:top-0 lg:h-[72vh] lg:self-start">
|
|
<DocumentViewerPane
|
|
documentId={item.document_id}
|
|
mime={docMime}
|
|
downloadUrl={docUrl}
|
|
className="h-full"
|
|
/>
|
|
</div>
|
|
|
|
{/* Booking form */}
|
|
<div className="space-y-6 pt-2">
|
|
{/* Metadata row */}
|
|
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
|
|
<div className="space-y-1.5">
|
|
<Label htmlFor="bd-date">Datum</Label>
|
|
<Input
|
|
id="bd-date"
|
|
type="date"
|
|
value={entryDate}
|
|
onChange={(e) => setEntryDate(e.target.value)}
|
|
disabled={isSubmitting}
|
|
className="tabular-nums"
|
|
/>
|
|
</div>
|
|
<div className="space-y-1.5 md:col-span-2">
|
|
<Label htmlFor="bd-period">Räkenskapsperiod</Label>
|
|
<Select
|
|
value={periodId}
|
|
onValueChange={setPeriodId}
|
|
disabled={isSubmitting || periods.length === 0}
|
|
>
|
|
<SelectTrigger id="bd-period">
|
|
<SelectValue placeholder="Välj period" />
|
|
</SelectTrigger>
|
|
<SelectContent>
|
|
{periods.map((p) => {
|
|
const lockState = p.locked_at
|
|
? 'låst'
|
|
: p.is_closed
|
|
? 'stängd'
|
|
: null
|
|
return (
|
|
<SelectItem key={p.id} value={p.id}>
|
|
{p.period_start}: {p.period_end}
|
|
{lockState && ` (${lockState})`}
|
|
</SelectItem>
|
|
)
|
|
})}
|
|
</SelectContent>
|
|
</Select>
|
|
</div>
|
|
</div>
|
|
|
|
<div className="space-y-1.5">
|
|
<Label htmlFor="bd-description">Beskrivning</Label>
|
|
<Input
|
|
id="bd-description"
|
|
value={description}
|
|
onChange={(e) => setDescription(e.target.value)}
|
|
disabled={isSubmitting}
|
|
placeholder="Leverantör · fakturanummer"
|
|
/>
|
|
</div>
|
|
|
|
{/* Transaction picker: always shown, selection is optional. */}
|
|
<div className="rounded-lg border p-4 space-y-3">
|
|
<div className="space-y-0.5">
|
|
<Label className="text-sm">Koppla till banktransaktion (valfritt)</Label>
|
|
<p className="text-xs text-muted-foreground">
|
|
Välj en transaktion om dokumentet motsvarar en redan-bokad
|
|
bankhändelse: den bokas då samtidigt. Lämna tom för en
|
|
fristående verifikation.
|
|
</p>
|
|
</div>
|
|
<div className="space-y-2">
|
|
<div className="relative">
|
|
<Search className="pointer-events-none absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
|
|
<Input
|
|
placeholder="Sök på beskrivning…"
|
|
value={txSearch}
|
|
onChange={(e) => setTxSearch(e.target.value)}
|
|
className="pl-10"
|
|
disabled={isSubmitting}
|
|
/>
|
|
</div>
|
|
<div className="max-h-56 overflow-y-auto rounded-md border">
|
|
{isLoadingTransactions ? (
|
|
<div className="flex items-center justify-center py-8 text-sm text-muted-foreground">
|
|
<Loader2 className="h-4 w-4 mr-2 animate-spin" /> Laddar…
|
|
</div>
|
|
) : filteredTransactions.length === 0 ? (
|
|
<p className="py-6 text-center text-sm text-muted-foreground">
|
|
Inga okategoriserade transaktioner.
|
|
</p>
|
|
) : (
|
|
<ul className="divide-y">
|
|
{displayedTransactions.slice(0, 30).map((tx) => {
|
|
const isSelected = selectedTransactionId === tx.id
|
|
const isInboxMatch = item.matched_transaction_id === tx.id
|
|
const cur = (tx.currency || 'SEK').toUpperCase()
|
|
const sek = txSekAmount(tx)
|
|
return (
|
|
<li key={tx.id}>
|
|
<button
|
|
type="button"
|
|
className={cn(
|
|
'w-full flex items-center justify-between gap-3 px-3 py-2 text-left text-sm transition-colors',
|
|
isSelected
|
|
? 'bg-primary/10 border-l-2 border-primary'
|
|
: 'border-l-2 border-transparent hover:bg-accent/40'
|
|
)}
|
|
onClick={() =>
|
|
setSelectedTransactionId(isSelected ? null : tx.id)
|
|
}
|
|
disabled={isSubmitting}
|
|
>
|
|
<span className="shrink-0 w-4 flex items-center justify-center">
|
|
{isSelected ? (
|
|
<Check className="h-3.5 w-3.5 text-primary" />
|
|
) : null}
|
|
</span>
|
|
<div className="min-w-0 flex-1">
|
|
<div className="flex items-center gap-1.5 min-w-0">
|
|
<p className="truncate">{tx.description}</p>
|
|
{isInboxMatch && (
|
|
<Badge variant="secondary" className="shrink-0 text-[10px] px-1.5 py-0">
|
|
Matchad
|
|
</Badge>
|
|
)}
|
|
</div>
|
|
<p className="text-xs text-muted-foreground tabular-nums">{tx.date}</p>
|
|
</div>
|
|
<div className="text-right shrink-0">
|
|
<span
|
|
className={cn(
|
|
'tabular-nums text-sm block',
|
|
tx.amount < 0 ? 'text-destructive' : 'text-foreground'
|
|
)}
|
|
>
|
|
{formatCurrency(tx.amount, tx.currency || 'SEK')}
|
|
</span>
|
|
{cur !== 'SEK' && (
|
|
<span className="text-[11px] text-muted-foreground tabular-nums">
|
|
≈ {formatCurrency(sek, 'SEK')}
|
|
</span>
|
|
)}
|
|
</div>
|
|
</button>
|
|
</li>
|
|
)
|
|
})}
|
|
</ul>
|
|
)}
|
|
</div>
|
|
{selectedTransactionId && (
|
|
<button
|
|
type="button"
|
|
className="text-xs text-muted-foreground hover:text-foreground underline"
|
|
onClick={() => setSelectedTransactionId(null)}
|
|
disabled={isSubmitting}
|
|
>
|
|
Rensa val
|
|
</button>
|
|
)}
|
|
</div>
|
|
</div>
|
|
|
|
{/* Journal entry lines */}
|
|
<div className="space-y-2">
|
|
<div className="flex items-center justify-between gap-3">
|
|
<Label className="text-sm">Konteringsrader</Label>
|
|
<div className="text-xs text-muted-foreground text-right">
|
|
{targetAmount != null && (
|
|
<span>
|
|
Underlag:{' '}
|
|
<span className="tabular-nums font-medium text-foreground">
|
|
{formatCurrency(targetAmount, targetCurrency)}
|
|
</span>
|
|
</span>
|
|
)}
|
|
{selectedTransactionAmount != null && (
|
|
<span>
|
|
{targetAmount != null && ' · '}
|
|
Transaktion:{' '}
|
|
<span className="tabular-nums font-medium text-foreground">
|
|
{formatCurrency(Math.abs(selectedTransactionAmount), 'SEK')}
|
|
</span>
|
|
</span>
|
|
)}
|
|
</div>
|
|
</div>
|
|
{targetCurrency !== 'SEK' && selectedTransactionAmount != null && (
|
|
<p className="text-[11px] text-muted-foreground">
|
|
Underlaget är i {targetCurrency}. Bokföringen sker i SEK enligt
|
|
transaktionens belopp. Momsraden har lämnats bort: vid behov
|
|
lägg till en rad för omvänd skattskyldighet manuellt.
|
|
</p>
|
|
)}
|
|
<div className="rounded-lg border overflow-hidden">
|
|
<table className="w-full text-sm">
|
|
<thead className="bg-muted/40">
|
|
<tr className="text-[11px] uppercase tracking-wider text-muted-foreground">
|
|
<th className="text-left font-medium px-3 py-2 w-[40%]">Konto</th>
|
|
<th className="text-right font-medium px-3 py-2">Debet</th>
|
|
<th className="text-right font-medium px-3 py-2">Kredit</th>
|
|
<th className="w-10" />
|
|
</tr>
|
|
</thead>
|
|
<tbody className="divide-y">
|
|
{lines.map((line, idx) => (
|
|
<tr key={idx}>
|
|
<td className="px-3 py-2">
|
|
<AccountCombobox
|
|
value={line.account_number}
|
|
accounts={accounts}
|
|
onChange={(v) => updateLine(idx, { account_number: v })}
|
|
/>
|
|
</td>
|
|
<td className="px-3 py-2">
|
|
<Input
|
|
type="number"
|
|
step="0.01"
|
|
inputMode="decimal"
|
|
value={line.debit_amount}
|
|
onChange={(e) => updateLine(idx, { debit_amount: e.target.value, credit_amount: e.target.value ? '' : line.credit_amount })}
|
|
disabled={isSubmitting}
|
|
className="text-right tabular-nums"
|
|
placeholder="0,00"
|
|
/>
|
|
</td>
|
|
<td className="px-3 py-2">
|
|
<Input
|
|
type="number"
|
|
step="0.01"
|
|
inputMode="decimal"
|
|
value={line.credit_amount}
|
|
onChange={(e) => updateLine(idx, { credit_amount: e.target.value, debit_amount: e.target.value ? '' : line.debit_amount })}
|
|
disabled={isSubmitting}
|
|
className="text-right tabular-nums"
|
|
placeholder="0,00"
|
|
/>
|
|
</td>
|
|
<td className="px-2 py-2 text-right">
|
|
<Button
|
|
type="button"
|
|
variant="ghost"
|
|
size="icon"
|
|
className="h-8 w-8"
|
|
onClick={() => removeLine(idx)}
|
|
disabled={isSubmitting || lines.length <= 2}
|
|
aria-label="Ta bort rad"
|
|
>
|
|
<Trash2 className="h-3.5 w-3.5" />
|
|
</Button>
|
|
</td>
|
|
</tr>
|
|
))}
|
|
</tbody>
|
|
<tfoot className="bg-muted/20 text-xs">
|
|
<tr>
|
|
<td className="px-3 py-2 text-right font-medium uppercase tracking-wider text-muted-foreground">
|
|
Summa
|
|
</td>
|
|
<td className="px-3 py-2 text-right tabular-nums font-medium">
|
|
{totals.debit.toFixed(2)}
|
|
</td>
|
|
<td className="px-3 py-2 text-right tabular-nums font-medium">
|
|
{totals.credit.toFixed(2)}
|
|
</td>
|
|
<td />
|
|
</tr>
|
|
</tfoot>
|
|
</table>
|
|
</div>
|
|
<div className="flex items-center justify-between gap-3">
|
|
<div className="flex items-center gap-2">
|
|
<Button
|
|
type="button"
|
|
variant="ghost"
|
|
size="sm"
|
|
onClick={addLine}
|
|
disabled={isSubmitting}
|
|
>
|
|
<Plus className="h-3.5 w-3.5 mr-1.5" />
|
|
Lägg till rad
|
|
</Button>
|
|
<BookingTemplatePicker
|
|
onApply={handleTemplateApply}
|
|
entityType={company?.entity_type}
|
|
defaultAmount={
|
|
selectedTransactionAmount != null
|
|
? Math.abs(selectedTransactionAmount)
|
|
: targetSek ?? undefined
|
|
}
|
|
/>
|
|
<Button
|
|
type="button"
|
|
variant="outline"
|
|
size="sm"
|
|
onClick={() => setShowSaveTemplate(true)}
|
|
disabled={isSubmitting || derivedTemplateLines.length < 2}
|
|
title={
|
|
derivedTemplateLines.length < 2
|
|
? 'Fyll i minst två konteringsrader med konto och belopp'
|
|
: undefined
|
|
}
|
|
>
|
|
<BookmarkPlus className="h-3.5 w-3.5 mr-1.5" />
|
|
Spara som mall
|
|
</Button>
|
|
</div>
|
|
{totals.balanced ? (
|
|
<Badge variant="success" className="text-[11px]">
|
|
Balanserad
|
|
</Badge>
|
|
) : (
|
|
<span className="text-xs text-muted-foreground flex items-center gap-1.5 tabular-nums">
|
|
<AlertTriangle className="h-3.5 w-3.5 text-warning" />
|
|
Diff {totals.diff.toFixed(2)}
|
|
</span>
|
|
)}
|
|
</div>
|
|
</div>
|
|
|
|
<div className="space-y-1.5">
|
|
<Label htmlFor="bd-notes" className="text-xs uppercase tracking-wider text-muted-foreground">
|
|
Anteckningar (valfritt)
|
|
</Label>
|
|
<Textarea
|
|
id="bd-notes"
|
|
value={notes}
|
|
onChange={(e) => setNotes(e.target.value)}
|
|
disabled={isSubmitting}
|
|
rows={2}
|
|
placeholder="Intern kommentar om verifikationen"
|
|
/>
|
|
</div>
|
|
|
|
<div className="flex items-center justify-between gap-3 pt-2 border-t">
|
|
<p
|
|
className={cn(
|
|
'text-xs tabular-nums',
|
|
disabledReason ? 'text-warning-foreground' : 'text-muted-foreground'
|
|
)}
|
|
aria-live="polite"
|
|
>
|
|
{disabledReason ?? 'Klar att bokföra.'}
|
|
</p>
|
|
<div className="flex items-center gap-2">
|
|
<Button
|
|
type="button"
|
|
variant="ghost"
|
|
onClick={() => onOpenChange(false)}
|
|
disabled={isSubmitting}
|
|
>
|
|
Avbryt
|
|
</Button>
|
|
<Button
|
|
type="button"
|
|
onClick={handleSubmit}
|
|
disabled={!canSubmit}
|
|
title={disabledReason ?? undefined}
|
|
>
|
|
{isSubmitting ? (
|
|
<>
|
|
<Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />
|
|
Bokför…
|
|
</>
|
|
) : (
|
|
'Bokför'
|
|
)}
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</DialogContent>
|
|
<ActivateAccountsDialog
|
|
open={activationDialog.open}
|
|
accountNumbers={activationDialog.accountNumbers}
|
|
onConfirm={confirmActivation}
|
|
onCancel={cancelActivation}
|
|
/>
|
|
|
|
{/* Save the current kontering as a reusable template. Amounts are stored
|
|
as ratios of the total, so the user picks a fresh amount when applying
|
|
the mall later. The shared TemplateForm re-seeds from the derived lines
|
|
each time the dialog opens (Radix unmounts its content when closed). */}
|
|
<Dialog open={showSaveTemplate} onOpenChange={setShowSaveTemplate}>
|
|
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
|
|
<DialogHeader>
|
|
<DialogTitle>Spara som bokföringsmall</DialogTitle>
|
|
<DialogDescription>
|
|
Spara den här konteringen som en återanvändbar mall. Beloppen sparas
|
|
som andelar av totalsumman — du anger ett nytt belopp när du använder
|
|
mallen. Kontrollera raderna nedan innan du sparar.
|
|
</DialogDescription>
|
|
</DialogHeader>
|
|
{showSaveTemplate && (
|
|
<TemplateForm
|
|
mode="create"
|
|
entityLabels={TEMPLATE_ENTITY_LABELS}
|
|
initialTemplate={{
|
|
id: '',
|
|
company_id: null,
|
|
team_id: null,
|
|
created_by: null,
|
|
name: description.trim(),
|
|
description: '',
|
|
category: 'other',
|
|
entity_type: company?.entity_type ?? 'all',
|
|
lines: derivedTemplateLines,
|
|
is_system: false,
|
|
is_active: true,
|
|
created_at: '',
|
|
updated_at: '',
|
|
} satisfies BookingTemplateLibrary}
|
|
onSaved={() => setShowSaveTemplate(false)}
|
|
/>
|
|
)}
|
|
</DialogContent>
|
|
</Dialog>
|
|
</Dialog>
|
|
)
|
|
}
|