Files
accounted/components/parties/ObservedTable.tsx
T
Jakob Wennberg b996da60ee feat(parties): Förslag från bokföringen, confirmed straight into Leverantörer and Kunder (#2206)
* feat(parties): Kontakter register, suggestion queue, dossier and merge

Phase 1's two surfaces on top of the parties substrate:

- /parties page: one list with the five-way switch (Alla, Kunder,
  Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all
  period picker, and at most one attention line. Confirmed rows show
  roles as muted text, rhythm, underlag, dominant account and money.
  Observed rows are computed and never stored; a generic band keeps
  unattributed spend visible.
- Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk
  confirm behind one dialog, dismiss on hover, undo on the toast.
- Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and
  identities with source and count), Underlag och verifikat, Historik.
- Merge dialog with a visible, swappable survivor and undo.
- API: GET /api/parties, GET /api/parties/[id], POST suggest, decide,
  decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests).
- Migration 20260903090000: decide_parties snapshots the reason it
  clears; undo_party_decisions reverses confirm/dismiss within 30 days;
  decision kind 'undo'.
- The pipeline runs after SIE import and provider migration (non-blocking)
  so a migrant's register is full on arrival.
- Nav entry under Register; sv/en strings.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): pass explicit interpolation values to next-intl

next build's type check rejects a typed interface where the translator
wants an index-signature record.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): retry label on the load-failed state

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): hard keys for companies without org number, readable names, look-alikes at read time

- get_ledger_key_evidence dropped every document for a company whose own
  org number is NULL (the self check compared against NULL). Replaced in
  20260903100000 with a coalesced comparison; pg test covers it.
- Display names come from the printed name on documents, otherwise from
  the voucher text with the AP/AR prefix and supplier number removed.
- Look-alike parties (same core, or one core extending the other by whole
  words: Fortnox / Fortnox Finans) are detected when the register is read,
  never stored, and feed the Dubblett? chip and the merge dialog.
- Queue shows Intäkt beside Kostnad; dossier hides zero money rows and
  formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no
  synchronous setState inside effects.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* feat(parties): link every new supplier and customer to a party on write

The backfill covered the rows that existed on 2026-09-02; 108 rows
created since had no party and never reached the register. A BEFORE
INSERT/UPDATE trigger on customers and suppliers now calls ensure_party
on every write path at once: find-or-create by org number inside the
company, never by name; a private customer gets a kind=person party
without any number; a nameless row stays unlinked; a foreign party id is
refused with the same error as the composite foreign key; a link to a
merged party follows the chain to the survivor; the clear that ON DELETE
SET NULL performs is kept. ensure_party lets the trigger act for the
row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The
migration also links the rows created since the backfill.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): dossier hides dismissed parties and follows merges to the survivor

The register hid archived parties while the dossier still served them by
id, and a merged party's dossier pointed at a dead row. Superagent P2 on
#2206; three unit tests.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* chore(parties): move the role-link migration past main's 20260903110000

Two files with one version would collide in schema_migrations.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun

Founder decision after the walkthrough: users know two words. The page
becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen'
beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer
views go. Each suggestion shows what it becomes (Blir), read from the
ledger side and changeable per row; confirming calls promote_parties,
which creates the supplier and/or customer row from the party's facts,
never a duplicate, and is undoable for 30 days through
undo_party_promotions (the created rows are archived, the party returns
to the queue). Leverantörer and Kunder carry the one attention line that
leads here. The dossier offers Lägg upp som leverantör / som kund.

Migration 20260903130000, 5 pg tests, route and unit tests updated.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(parties): write bankgiro and plusgiro the way the supplier form does

Identities are stored as digits; suppliers carry 5317-0900.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* chore(parties): move the four queue migrations past main's 20260903170000

Main merged 20260903120000_skattekonto_transactions_realtime_publication
with the same version as the role-link trigger; the preview database
refused the duplicate key. All four now sit after main's newest so the
set applies in one ordered run on prod.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-03 19:49:25 +02:00

64 lines
3.0 KiB
TypeScript

'use client'
import { useTranslations } from 'next-intl'
import { TD_CLASS, TH_CLASS } from '@/components/ui/dry-table'
import type { ObservedRow, Register } from '@/lib/parties/register'
import { formatCurrency } from '@/lib/utils'
import { AccountNub } from './AccountNub'
import { rhythmLabel } from './format'
function money(n: number): string {
return n ? formatCurrency(n) : ''
}
/**
* "Bara i bokföringen": counterparts the ledger names that no party claims.
* Computed, never stored; the generic band keeps unattributed spend visible
* without inventing a supplier for "Inköp av varor".
*/
export function ObservedTable({ rows, generic }: { rows: ObservedRow[]; generic: Register['generic'] }) {
const t = useTranslations('parties')
return (
<div className="overflow-x-auto">
<table className="w-full border-collapse text-[13px]">
<thead>
<tr>
<th className={TH_CLASS}>{t('th_name')}</th>
<th className={TH_CLASS}>{t('th_rhythm')}</th>
<th className={TH_CLASS}>{t('th_vouchers')}</th>
<th className={TH_CLASS}>{t('th_account')}</th>
<th className={`${TH_CLASS} text-right`}>{t('th_revenue')}</th>
<th className={`${TH_CLASS} text-right`}>{t('th_expense')}</th>
</tr>
</thead>
<tbody className="stagger-enter">
{rows.map((row) => (
<tr key={row.key} className="transition-colors duration-150 hover:bg-secondary/35">
<td className={`${TD_CLASS} whitespace-nowrap`}>
<span className="text-foreground">{row.name}</span>
{row.label === 'unsure' ? <span className="ml-2 text-xs text-muted-foreground">{t('uncertain_name')}</span> : null}
</td>
<td className={`${TD_CLASS} whitespace-nowrap text-muted-foreground`}>{rhythmLabel(t, row.stats.rhythm)}</td>
<td className={`${TD_CLASS} whitespace-nowrap text-muted-foreground tabular-nums`}>{t('vouchers_count', { count: row.stats.occurrences })}</td>
<td className={TD_CLASS}>
<AccountNub account={row.stats.dominantAccount} />
</td>
<td className={`${TD_CLASS} text-right tabular-nums`}>{money(row.stats.revenueSek)}</td>
<td className={`${TD_CLASS} text-right tabular-nums`}>{money(row.stats.expenseSek)}</td>
</tr>
))}
{generic.count > 0 ? (
<tr className="bg-muted/30">
<td colSpan={5} className="px-4 py-2 text-[12px] text-muted-foreground">
<span className="font-semibold">{t('generic_band', { count: generic.count })}</span>
<span className="ml-2">{t('generic_band_description', { examples: generic.examples.join(' · ') })}</span>
</td>
<td className="px-4 py-2 text-right text-[12px] text-muted-foreground tabular-nums">{money(generic.expenseSek)}</td>
</tr>
) : null}
</tbody>
</table>
</div>
)
}