Files
accounted/components/reports/FocusedReport.tsx
T
4be51aae67 feat(reports): behandlingshistorik report (BFL 5 kap. 11 §, BFNAR 2013:2 p. 9.16) (#1787)
* feat(reports): behandlingshistorik report (BFL 5 kap. 11 §, BFNAR 2013:2 p. 9.16)

Adds the per-räkenskapsår processing history as a first-class report in
Rapporter (Export & arkiv), with CSV/XLSX export. Until now the
behandlingshistorik only existed as raw audit_log JSON inside the
Säkerhetsbackup ZIP; revisorer ask for a readable per-year document.

- lib/reports/behandlingshistorik.ts: read model over journal_entries
  (committed_at = registreringsdatum, the complete source of bokföringsposter),
  the trigger-written audit_log (storno, deletions, diffs, kontoplan, settings,
  period lock/unlock/close, API keys, dimensions, accruals), the rättelse log,
  company_migration_resets, sie_imports and bank_file_imports. Field-level
  diffs with Swedish labels; company_settings restricted to processing-relevant
  keys (p. 9.16 second paragraph); kontoplan seeding and bulk underlag
  deletions collapse into one summary row; actor labels for users, API keys,
  MCP, agent, cron and system; fiscal-year mode unions audit rows touching the
  year's entries regardless of timestamp (bokslut/storno land after period_end),
  date-range mode narrows by registration time.
- GET /api/reports/behandlingshistorik?period_id&from_date&to_date&category&format
  (json|csv|xlsx), withRouteContext + Zod, e-mail labels via service-role
  profiles lookup scoped to the ids in the result, app version stamped.
- Report catalog row + focused view (category filter, export menu), sv/en.
- Tests: 30 read-model tests, 10 route tests; smoke-tested read-only on prod.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Kw2CFCEt8MxzbJiXMAgMVi

* fix(reports): keep behandlingshistorik queries statically resolvable for the schema guard

tests/schema/no-phantom-columns.test.ts counts `.or()` calls with non-literal
arguments as unresolvable and holds a ceiling (379); the report added two.
The audit_log table/action filter is now a string literal in the call (pinned
to AUDITED_TABLES / GLOBAL_ACTIONS by a unit test), and the migration-reset
lookup is two plain `.eq()` queries instead of an interpolated `.or()`.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Kw2CFCEt8MxzbJiXMAgMVi

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 16:45:39 +02:00

315 lines
12 KiB
TypeScript

'use client'
import { Suspense, useState } from 'react'
import dynamic from 'next/dynamic'
import Link from 'next/link'
import { useRouter, useSearchParams } from 'next/navigation'
import { useTranslations } from 'next-intl'
import { ChevronLeft } from 'lucide-react'
import { PageHeader } from '@/components/ui/page-header'
import { HelpPopover } from '@/components/ui/help-popover'
import { EmptyState } from '@/components/ui/empty-state'
import { Card, CardContent } from '@/components/ui/card'
import { Skeleton } from '@/components/ui/skeleton'
import { useCompany } from '@/contexts/CompanyContext'
import { FyPicker } from '@/components/common/FyPicker'
import { ReportDateRange, type DateRangeValue } from '@/components/common/ReportDateRange'
import { DimensionFilter, type DimensionFilterValue } from '@/components/reports/DimensionFilter'
import { DATE_RANGE_SLUGS, DIMENSION_FILTER_SLUGS, getReport } from '@/lib/reports/catalog'
import type { FiscalPeriod } from '@/types'
/** Preset memory for the bank-reconciliation range, deliberately separate from
* the shared report-family key so the two cannot steer each other. */
const RECONCILIATION_RANGE_KEY_PREFIX = 'Accounted:recon-range-preset:'
function ReportViewLoading() {
return (
<Card>
<CardContent className="space-y-4 p-6">
<Skeleton className="h-5 w-32" />
<Skeleton className="h-64" />
</CardContent>
</Card>
)
}
const TrialBalanceView = dynamic(() => import('./lazy-views/TrialBalanceView'), { loading: ReportViewLoading })
const IncomeStatementView = dynamic(() => import('./lazy-views/IncomeStatementView'), { loading: ReportViewLoading })
const BalanceSheetView = dynamic(() => import('./lazy-views/BalanceSheetView'), { loading: ReportViewLoading })
const ResultatrapportView = dynamic(() => import('./lazy-views/ResultatrapportView'), { loading: ReportViewLoading })
const BalansrapportView = dynamic(() => import('./lazy-views/BalansrapportView'), { loading: ReportViewLoading })
const VatDeclarationView = dynamic(() => import('./lazy-views/VatDeclarationView'), { loading: ReportViewLoading })
const SupplierLedgerView = dynamic(() => import('./lazy-views/SupplierLedgerView'), { loading: ReportViewLoading })
const GeneralLedgerView = dynamic(() => import('./lazy-views/GeneralLedgerView'), { loading: ReportViewLoading })
const JournalRegisterView = dynamic(() => import('./lazy-views/JournalRegisterView'), { loading: ReportViewLoading })
const ARLedgerView = dynamic(() => import('./lazy-views/ARLedgerView'), { loading: ReportViewLoading })
const DimensionPnlView = dynamic(() => import('./lazy-views/DimensionPnlView'), { loading: ReportViewLoading })
const NEDeclarationView = dynamic(() =>
import('./NEDeclarationView').then((module) => ({ default: module.NEDeclarationView })),
{ loading: ReportViewLoading },
)
const PeriodiskSammanstallningView = dynamic(() =>
import('./PeriodiskSammanstallningView').then((module) => ({ default: module.PeriodiskSammanstallningView })),
{ loading: ReportViewLoading },
)
const INK2DeclarationView = dynamic(() =>
import('./INK2DeclarationView').then((module) => ({ default: module.INK2DeclarationView })),
{ loading: ReportViewLoading },
)
const BehandlingshistorikView = dynamic(() =>
import('./BehandlingshistorikView').then((module) => ({ default: module.BehandlingshistorikView })),
{ loading: ReportViewLoading },
)
const BankReconciliationView = dynamic(() =>
import('./BankReconciliationView').then((module) => ({ default: module.BankReconciliationView })),
{ loading: ReportViewLoading },
)
/**
* The focused single-report experience at /reports/[slug]. Carries one report:
* a back link to the library, the shared fiscal-year selector (restored from
* localStorage so it matches the year picked on the landing), the report's
* optional date-range control, and the report body. Drilling into an account
* navigates to /reports/huvudbok?account=…: drill state lives in the URL.
*/
function FocusedReportInner({
slug,
initialPeriods,
initialCompanyId,
autoRun,
}: {
slug: string
initialPeriods: FiscalPeriod[]
initialCompanyId: string | null
/** ?autorun=1: the bank-reconciliation view runs its preview once on load. */
autoRun?: boolean
}) {
const router = useRouter()
const searchParams = useSearchParams()
const { company } = useCompany()
const t = useTranslations('reports')
const [selectedPeriod, setSelectedPeriod] = useState('')
const [selectedPeriodBounds, setSelectedPeriodBounds] = useState<{ start: string; end: string } | null>(null)
const [dateRange, setDateRange] = useState<DateRangeValue>({})
const [dimensionFilter, setDimensionFilter] = useState<DimensionFilterValue | null>(null)
const [isReady, setIsReady] = useState(false)
const report = getReport(slug)
// Calendar (VAT family) and param-less reports don't need a fiscal period.
const isPeriodless = report?.params === 'calendar' || report?.params === 'none'
// Nav-promoted pages (Momsdeklaration) drop the library chrome: no back
// link, no shell fiscal-year selector — the view owns its period controls.
const isStandalone = !!report?.standalone
const reportName = report ? t(report.labelKey) : slug
const accountFilter = searchParams.get('account')
const isEnskildFirma = company?.entity_type === 'enskild_firma'
const isAktiebolag = company?.entity_type === 'aktiebolag'
// Drilling from a report into the general ledger is a route change, so the
// account lands in the URL and the browser back button returns to the report.
const navigateToAccount = (accountNumber: string) => {
router.push(`/reports/huvudbok?account=${encodeURIComponent(accountNumber)}`)
}
return (
<div className="space-y-8">
{!isStandalone && (
<Link
href="/reports"
className="inline-flex items-center gap-1 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ChevronLeft className="h-4 w-4" />
{t('back_to_library')}
</Link>
)}
{/* Standalone pages (Momsdeklaration) render their own PageHeader so
the primary action can live on the title row; the view receives the
title via pageTitle instead. */}
{!isStandalone && (
<PageHeader
title={reportName}
// Page help behind a "?" (UI-migration convention 7): the report
// bodies carry no instructional copy in the page flow.
help={
slug === 'bank-reconciliation' ? (
<HelpPopover>
<div className="space-y-2">
<p>{t('help_bank_reconciliation_scope')}</p>
<p>{t('help_bank_reconciliation_preview')}</p>
<p>{t('help_bank_reconciliation_ib')}</p>
<p>{t('help_bank_reconciliation_ignored')}</p>
</div>
</HelpPopover>
) : undefined
}
action={
<FyPicker
value={selectedPeriod || null}
onChange={(id, period) => {
setSelectedPeriod(id || '')
setSelectedPeriodBounds(
period ? { start: period.period_start, end: period.period_end } : null,
)
setDateRange({})
}}
includeAllOption={false}
hideFuturePeriods
onReady={() => setIsReady(true)}
initialPeriods={initialPeriods}
initialCompanyId={initialCompanyId}
/>
}
/>
)}
{DATE_RANGE_SLUGS.has(slug) && selectedPeriodBounds && (
<ReportDateRange
periodStart={selectedPeriodBounds.start}
periodEnd={selectedPeriodBounds.end}
value={dateRange}
onChange={setDateRange}
// A reconciliation is carried out over a whole räkenskapsår, so it
// opens on the full year and keeps its own preset memory: inheriting
// a "Denna månad" left over from Resultatrapport would show an
// alarming difference for a window the user never chose here.
defaultPreset={slug === 'bank-reconciliation' ? 'full_year' : undefined}
storageKeyPrefix={
slug === 'bank-reconciliation' ? RECONCILIATION_RANGE_KEY_PREFIX : undefined
}
/>
)}
{DIMENSION_FILTER_SLUGS.has(slug) && selectedPeriod && (
<DimensionFilter value={dimensionFilter} onChange={setDimensionFilter} />
)}
{!isReady && !isPeriodless ? (
<Card>
<CardContent className="p-6 space-y-4">
<Skeleton className="h-5 w-32" />
<Skeleton className="h-64" />
</CardContent>
</Card>
) : isPeriodless || selectedPeriod ? (
<FocusedView
slug={slug}
reportName={reportName}
periodId={selectedPeriod}
periodBounds={selectedPeriodBounds}
dateRange={dateRange}
dimensionFilter={dimensionFilter}
accountFilter={accountFilter}
isEnskildFirma={isEnskildFirma}
isAktiebolag={isAktiebolag}
onNavigateToAccount={navigateToAccount}
autoRun={autoRun}
/>
) : (
<EmptyState
title="Inget räkenskapsår valt"
description="Skapa ett räkenskapsår för att kunna se rapporter."
actionLabel="Gå till inställningar"
actionHref="/settings"
/>
)}
</div>
)
}
function FocusedView({
slug,
reportName,
periodId,
periodBounds,
dateRange,
dimensionFilter,
accountFilter,
isEnskildFirma,
isAktiebolag,
onNavigateToAccount,
autoRun,
}: {
slug: string
reportName: string
periodId: string
periodBounds: { start: string; end: string } | null
dateRange: DateRangeValue
dimensionFilter: DimensionFilterValue | null
accountFilter: string | null
isEnskildFirma: boolean
isAktiebolag: boolean
onNavigateToAccount: (account: string) => void
autoRun?: boolean
}) {
switch (slug) {
case 'resultatrapport':
return <ResultatrapportView periodId={periodId} dateRange={dateRange} dimensionFilter={dimensionFilter} onNavigateToAccount={onNavigateToAccount} />
case 'dimension-pnl':
return <DimensionPnlView periodId={periodId} dateRange={dateRange} />
case 'balansrapport':
return <BalansrapportView periodId={periodId} dateRange={dateRange} onNavigateToAccount={onNavigateToAccount} />
case 'trial-balance':
return <TrialBalanceView periodId={periodId} onNavigateToAccount={onNavigateToAccount} />
case 'income-statement':
return <IncomeStatementView periodId={periodId} dateRange={dateRange} dimensionFilter={dimensionFilter} onNavigateToAccount={onNavigateToAccount} />
case 'balance-sheet':
return <BalanceSheetView periodId={periodId} dateRange={dateRange} onNavigateToAccount={onNavigateToAccount} />
case 'vat-declaration':
return <VatDeclarationView pageTitle={reportName} />
case 'periodisk-sammanstallning':
return <PeriodiskSammanstallningView />
case 'ne-declaration':
return isEnskildFirma ? <NEDeclarationView periodId={periodId} /> : null
case 'ink2-declaration':
return isAktiebolag ? <INK2DeclarationView periodId={periodId} /> : null
case 'huvudbok':
return <GeneralLedgerView periodId={periodId} initialAccountFilter={accountFilter} dimensionFilter={dimensionFilter} dateRange={dateRange} />
case 'grundbok':
return <JournalRegisterView periodId={periodId} />
case 'kundreskontra':
return <ARLedgerView periodId={periodId} />
case 'supplier-ledger':
return <SupplierLedgerView periodId={periodId} />
case 'behandlingshistorik':
return <BehandlingshistorikView periodId={periodId} dateRange={dateRange} />
case 'bank-reconciliation':
return (
<BankReconciliationView
periodId={periodId}
periodBounds={periodBounds}
dateRange={dateRange}
autoRun={autoRun}
/>
)
default:
return null
}
}
export function FocusedReport({
slug,
initialPeriods,
initialCompanyId,
autoRun,
}: {
slug: string
initialPeriods: FiscalPeriod[]
initialCompanyId: string | null
/** ?autorun=1: the bank-reconciliation view runs its preview once on load. */
autoRun?: boolean
}) {
return (
<Suspense fallback={<div className="space-y-8" />}>
<FocusedReportInner
slug={slug}
initialPeriods={initialPeriods}
initialCompanyId={initialCompanyId}
autoRun={autoRun}
/>
</Suspense>
)
}