Files
accounted/components/bookkeeping/JournalEntryList.tsx
T
Mattsson 2c2743eb79 Check/salary bankid api (#892)
* 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>
2026-07-05 03:05:09 +02:00

1587 lines
68 KiB
TypeScript

'use client'
import { useState, useEffect, useCallback } from 'react'
import Link from 'next/link'
import { useRouter } from 'next/navigation'
import { useTranslations } from 'next-intl'
import {
DataList,
DataListHeader,
DataListRow,
DataListEmpty,
DataListLoading,
} from '@/components/ui/data-list'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Switch } from '@/components/ui/switch'
import { Checkbox } from '@/components/ui/checkbox'
import { Table, TableHeader, TableBody, TableFooter, TableHead, TableRow, TableCell } from '@/components/ui/table'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogTrigger,
DialogFooter,
DialogClose,
} from '@/components/ui/dialog'
import {
FiscalYearSelector,
STORAGE_KEY_PREFIX as FISCAL_YEAR_STORAGE_KEY_PREFIX,
ALL_YEARS_VALUE as FISCAL_YEAR_ALL_VALUE,
} from '@/components/common/FiscalYearSelector'
import { ChevronDown, ChevronRight, ChevronLeft, ChevronsLeft, ChevronsRight, Paperclip, AlertTriangle, CircleSlash, Loader2, BookOpen, X, Copy, Lock, Search, SlidersHorizontal, RotateCcw } from 'lucide-react'
import { formatDate, formatCurrency } from '@/lib/utils'
import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
import { resolveCurrentPeriodId } from '@/lib/bookkeeping/suggest-fiscal-period'
import { Input } from '@/components/ui/input'
import { AccountNumber } from '@/components/ui/account-number'
import { getAccountDescription } from '@/lib/bookkeeping/account-descriptions'
import JournalEntryAttachments from '@/components/bookkeeping/JournalEntryAttachments'
import NoDocRequiredToggle from '@/components/bookkeeping/NoDocRequiredToggle'
import CorrectionEntryDialog from '@/components/bookkeeping/CorrectionEntryDialog'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import JournalEntryStatusBadge from '@/components/bookkeeping/JournalEntryStatusBadge'
import AttachmentPreviewSheet from '@/components/bookkeeping/AttachmentPreviewSheet'
import { useToast } from '@/components/ui/use-toast'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { useCompanyOptional } from '@/contexts/CompanyContext'
import type { FiscalPeriod, JournalEntry, JournalEntryLine } from '@/types'
const NEEDS_ATTACHMENT = new Set([
'manual',
'bank_transaction',
'supplier_invoice_registered',
'supplier_invoice_paid',
'supplier_invoice_cash_payment',
'import',
])
type SortBy = 'date_desc' | 'date_asc' | 'voucher_asc' | 'voucher_desc'
// Per-company persistence of the sort dropdown. Mirrors the localStorage
// convention used by FiscalYearSelector ('Accounted:fiscal-year:<companyId>').
const SORT_STORAGE_KEY_PREFIX = 'Accounted:journal-sort:'
const SORT_VALUES = new Set<SortBy>(['date_desc', 'date_asc', 'voucher_asc', 'voucher_desc'])
// Page-size selector. Persisted per company, mirroring the sort key convention.
// 'all' fetches everything in the current scope (capped server-side at MAX_LIMIT);
// the numeric options paginate normally.
type PageSizeChoice = '20' | '50' | '100' | 'all'
const PAGE_SIZE_STORAGE_KEY_PREFIX = 'Accounted:journal-page-size:'
const PAGE_SIZE_OPTIONS = [20, 50, 100] as const
const PAGE_SIZE_VALUES = new Set<PageSizeChoice>(['20', '50', '100', 'all'])
// Sentinel limit sent for "Alla". The route clamps this to its own MAX_LIMIT.
const ALL_PAGE_SIZE = 100000
export default function JournalEntryList() {
const router = useRouter()
const { toast } = useToast()
const { canWrite } = useCanWrite()
const company = useCompanyOptional()?.company ?? null
const t = useTranslations('journal_list')
const [entries, setEntries] = useState<JournalEntry[]>([])
const [committingId, setCommittingId] = useState<string | null>(null)
const [loading, setLoading] = useState(true)
const [expandedId, setExpandedId] = useState<string | null>(null)
const [count, setCount] = useState(0)
const [page, setPage] = useState(0)
const [attachmentCounts, setAttachmentCounts] = useState<Record<string, number>>({})
const [noDocRequired, setNoDocRequired] = useState<Map<string, string | null>>(new Map())
const [showMissingOnly, setShowMissingOnly] = useState(false)
const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set())
const [batchReason, setBatchReason] = useState('')
const [batchSubmitting, setBatchSubmitting] = useState(false)
const [bulkOpen, setBulkOpen] = useState(false)
const [bulkCount, setBulkCount] = useState<number | null>(null)
const [bulkReason, setBulkReason] = useState('')
const [bulkSubmitting, setBulkSubmitting] = useState(false)
const [correctionEntry, setCorrectionEntry] = useState<JournalEntry | null>(null)
const [reverseEntryTarget, setReverseEntryTarget] = useState<JournalEntry | null>(null)
const [isReversing, setIsReversing] = useState(false)
const [previewEntryId, setPreviewEntryId] = useState<string | null>(null)
const [sortBy, setSortBy] = useState<SortBy>('date_desc')
const [sortHydrated, setSortHydrated] = useState(false)
const [periodId, setPeriodId] = useState<string | null>(null)
const [periodHydrated, setPeriodHydrated] = useState(false)
const [filterOpen, setFilterOpen] = useState(false)
const [dateFrom, setDateFrom] = useState('')
const [dateTo, setDateTo] = useState('')
const [dateFromInput, setDateFromInput] = useState('')
const [dateToInput, setDateToInput] = useState('')
const [seriesFilter, setSeriesFilter] = useState<string>('all')
const [searchInput, setSearchInput] = useState('')
const [search, setSearch] = useState('')
// Verifikat (committed) vs Utkast (drafts) view. Drafts are excluded from the
// committed list server-side and surfaced here behind a count badge.
const [listMode, setListMode] = useState<'committed' | 'drafts'>('committed')
// Collapse correction groups to the live correction (hide storno + reversed
// original). Toggled off via the filter dialog to reveal the full chain.
const [collapseCorrections, setCollapseCorrections] = useState(true)
const [draftCount, setDraftCount] = useState(0)
const [pageSizeChoice, setPageSizeChoice] = useState<PageSizeChoice>('20')
const [pageSizeHydrated, setPageSizeHydrated] = useState(false)
const showingAll = pageSizeChoice === 'all'
const pageSize = showingAll ? ALL_PAGE_SIZE : Number(pageSizeChoice)
const normalizeDate = (v: string): string | null => {
const trimmed = v.trim()
if (!trimmed) return null
// YYYY
if (/^\d{4}$/.test(trimmed)) {
const y = parseInt(trimmed, 10)
if (y < 1900 || y > 2100) return null
return `${trimmed}-01-01`
}
// YYYY-MM
if (/^\d{4}-\d{2}$/.test(trimmed)) {
const [y, m] = trimmed.split('-').map(Number)
if (y < 1900 || y > 2100 || m < 1 || m > 12) return null
return `${trimmed}-01`
}
// YYYY-MM-DD
if (/^\d{4}-\d{2}-\d{2}$/.test(trimmed)) {
const d = new Date(trimmed + 'T00:00:00')
if (isNaN(d.getTime())) return null
// Verify the date didn't roll over (e.g. 2024-02-31 → March)
const [y, m, day] = trimmed.split('-').map(Number)
if (d.getFullYear() !== y || d.getMonth() + 1 !== m || d.getDate() !== day) return null
return trimmed
}
return null
}
const applyDateFilter = () => {
const fromVal = dateFromInput.trim()
const toVal = dateToInput.trim()
const nextFrom = fromVal === '' ? '' : normalizeDate(fromVal) ?? dateFrom
const nextTo = toVal === '' ? '' : normalizeDate(toVal) ?? dateTo
setDateFromInput(nextFrom)
setDateToInput(nextTo)
if (nextFrom !== dateFrom || nextTo !== dateTo) {
setDateFrom(nextFrom)
setDateTo(nextTo)
setPage(0)
}
}
const fetchAttachmentCounts = useCallback(async (entryIds: string[]) => {
if (entryIds.length === 0) {
setAttachmentCounts({})
return
}
// The counts route caps each request at 50 IDs, so a large page ("Alla", or
// 100/page) must be split into chunks and merged. Without this the whole
// request 400s and every document-requiring row falsely shows the
// missing-underlag warning until it's expanded.
const COUNTS_BATCH_SIZE = 50
const batches: string[][] = []
for (let i = 0; i < entryIds.length; i += COUNTS_BATCH_SIZE) {
batches.push(entryIds.slice(i, i + COUNTS_BATCH_SIZE))
}
try {
const results = await Promise.all(
batches.map(async (batch) => {
const res = await fetch(
`/api/documents/counts?journal_entry_ids=${batch.join(',')}`
)
if (!res.ok) return {} as Record<string, number>
const { data } = await res.json()
return (data || {}) as Record<string, number>
})
)
setAttachmentCounts(Object.assign({}, ...results))
} catch {
// Non-critical: silently ignore
}
}, [])
const fetchNoDocRequired = useCallback(async () => {
try {
const res = await fetch('/api/bookkeeping/no-doc-required')
if (!res.ok) return
const { data } = await res.json()
const map = new Map<string, string | null>()
for (const row of (data || []) as { journal_entry_id: string; reason: string | null }[]) {
map.set(row.journal_entry_id, row.reason)
}
setNoDocRequired(map)
} catch {
// Non-critical: silently ignore
}
}, [])
useEffect(() => {
fetchNoDocRequired()
}, [fetchNoDocRequired])
// Restore the persisted sort order (per company). Read in an effect rather
// than the useState initializer to avoid an SSR/client hydration mismatch.
// sortHydrated gates the first fetch so the list is fetched once, already in
// the saved order, no flash of the default sort.
useEffect(() => {
if (typeof window !== 'undefined') {
const stored = window.localStorage.getItem(SORT_STORAGE_KEY_PREFIX + (company?.id ?? 'default'))
if (stored && SORT_VALUES.has(stored as SortBy)) setSortBy(stored as SortBy)
}
setSortHydrated(true)
}, [company?.id])
// Restore the persisted page-size choice (per company). Same hydration pattern
// as the sort order, read in an effect to avoid an SSR mismatch, and gate the
// first fetch so the list is fetched once at the saved size.
useEffect(() => {
if (typeof window !== 'undefined') {
const stored = window.localStorage.getItem(PAGE_SIZE_STORAGE_KEY_PREFIX + (company?.id ?? 'default'))
if (stored && PAGE_SIZE_VALUES.has(stored as PageSizeChoice)) setPageSizeChoice(stored as PageSizeChoice)
}
setPageSizeHydrated(true)
}, [company?.id])
// Fetch fiscal periods AND resolve the initial fiscal-year scope in one pass.
// The list is period-oriented (BFL): verifikationsnummer run as an unbroken
// series *per räkenskapsår*, so the same number (e.g. A42) recurs once per
// year. Showing every year at once makes those look like duplicates and makes
// a bare "A42" reference ambiguous, so we default to the räkenskapsår the
// user is currently in rather than "all years". An explicit "Alla
// räkenskapsår" choice (persisted as ALL_YEARS_VALUE) is still honoured.
// Resolving the scope here, not in the dialog's FiscalYearSelector, which
// only mounts when opened, keeps the first fetch correct. periodHydrated
// gates that first fetch so the list loads already scoped to the resolved year.
useEffect(() => {
if (!company?.id) {
setPeriodId(null)
setPeriodHydrated(true)
return
}
const stored =
typeof window !== 'undefined'
? window.localStorage.getItem(FISCAL_YEAR_STORAGE_KEY_PREFIX + company.id)
: null
// Optimistic hydration: a saved scope unblocks the first entries fetch
// immediately instead of serializing it behind the fiscal-periods
// round-trip (the common returning-user case). The fetch below still
// validates a saved period id and re-scopes to the current räkenskapsår
// if it went stale (e.g. the period was deleted), the entries effect
// then refires with the corrected scope.
if (stored) {
// FISCAL_YEAR_ALL_VALUE = user explicitly chose "all years", respect it.
setPeriodId(stored === FISCAL_YEAR_ALL_VALUE ? null : stored)
setPeriodHydrated(true)
}
let cancelled = false
;(async () => {
let fetched: FiscalPeriod[] = []
try {
const res = await fetch('/api/bookkeeping/fiscal-periods')
if (res.ok) {
const { data } = await res.json()
fetched = (data || []) as FiscalPeriod[]
}
} catch {
// Non-critical: fall through with an empty list (scope stays "all years").
}
if (cancelled) return
if (stored === FISCAL_YEAR_ALL_VALUE) return
if (stored && fetched.some((p) => p.id === stored)) return
// No (valid) saved scope → default to the current räkenskapsår.
const today = new Date().toISOString().split('T')[0]
setPeriodId(resolveCurrentPeriodId(fetched, today))
setPeriodHydrated(true)
})()
return () => {
cancelled = true
}
}, [company?.id])
// Debounce the free-text search before it reaches the API. Require ≥2 chars:
// a single character matches almost every verifikationstext and isn't a useful
// filter, so 0-1 chars are treated as "no search" instead of firing a query on
// every keystroke (ASVS V2.4).
useEffect(() => {
const handle = setTimeout(() => {
const trimmed = searchInput.trim()
setSearch(trimmed.length >= 2 ? trimmed : '')
setPage(0)
}, 300)
return () => clearTimeout(handle)
}, [searchInput])
async function fetchEntries() {
setLoading(true)
setSelectedIds(new Set()) // selection is page-scoped, reset on reload
const params = new URLSearchParams({
limit: String(pageSize),
offset: String(page * pageSize),
sort_by: sortBy,
})
if (listMode === 'drafts') {
// Drafts get their own view spanning all years: they're work-in-progress
// and shouldn't be hidden by the selected fiscal-year scope.
params.set('status', 'draft')
} else {
params.set('exclude_draft', 'true')
if (collapseCorrections) params.set('collapse_corrections', 'true')
if (periodId) params.set('period_id', periodId)
if (dateFrom) params.set('date_from', dateFrom)
if (dateTo) params.set('date_to', dateTo)
if (seriesFilter !== 'all') params.set('series', seriesFilter)
}
if (search) params.set('search', search)
const res = await fetch(`/api/bookkeeping/journal-entries?${params}`)
if (!res.ok) {
setLoading(false)
return
}
const { data, count: total } = await res.json()
const loadedEntries = data || []
setEntries(loadedEntries)
setCount(total || 0)
// The pristine empty card vs. the (toggle-bearing) "drafts exist" state hinges
// on draftCount. When the committed list comes back empty, resolve the draft
// count BEFORE clearing loading so the toggle doesn't flash out for a frame on
// a stale count of 0. Every other case refreshes the badge in the background.
if (loadedEntries.length === 0 && listMode === 'committed') {
await fetchDraftCount()
} else {
fetchDraftCount()
}
setLoading(false)
// Fetch attachment counts for the loaded entries
const ids = loadedEntries.map((e: JournalEntry) => e.id)
fetchAttachmentCounts(ids)
}
// Cheap count-only query for the "Utkast" badge, all years, so the badge
// surfaces drafts regardless of the selected fiscal-year scope.
async function fetchDraftCount() {
try {
const res = await fetch('/api/bookkeeping/journal-entries?status=draft&limit=1')
if (!res.ok) return
const { count: total } = await res.json()
setDraftCount(total || 0)
} catch {
// Non-fatal: the badge keeps its last value.
}
}
useEffect(() => {
if (!sortHydrated || !periodHydrated || !pageSizeHydrated) return
fetchEntries()
}, [periodId, page, pageSize, sortBy, dateFrom, dateTo, seriesFilter, search, listMode, collapseCorrections, sortHydrated, periodHydrated, pageSizeHydrated])
const handleAttachmentCountChange = useCallback((entryId: string, count: number) => {
setAttachmentCounts((prev) => ({ ...prev, [entryId]: count }))
}, [])
const toggleExpand = (id: string) => {
setExpandedId(expandedId === id ? null : id)
}
function switchMode(mode: 'committed' | 'drafts') {
if (mode === listMode) return
setListMode(mode)
setPage(0)
setSelectedIds(new Set())
if (mode === 'drafts') setShowMissingOnly(false)
}
const handleCommit = async (entryId: string) => {
setCommittingId(entryId)
try {
const res = await fetch(`/api/bookkeeping/journal-entries/${entryId}/commit`, { method: 'POST' })
const result = await res.json()
if (res.ok) {
const posted = result.data
toast({
title: t('toast_posted_title'),
description: t('toast_posted_description', { voucher: formatVoucher(posted ?? {}) }),
})
await fetchEntries()
} else {
toast({ title: t('toast_post_failed'), description: getErrorMessage(result, { context: 'journal_entry' }), variant: 'destructive' })
}
} catch {
toast({ title: t('toast_post_failed_generic'), variant: 'destructive' })
} finally {
setCommittingId(null)
}
}
// Pure reversal (storno) of a posted verifikat: books a stornoverifikation
// with no replacement, per BFL 5 kap 5§. Routes through the engine's
// reverseEntry (storno + reverses_id link; original → 'reversed', never
// deleted). "Rätta" stays the path for booking a replacement entry instead.
const handleReverse = async () => {
const target = reverseEntryTarget
if (!target) return
setIsReversing(true)
try {
const res = await fetch(`/api/bookkeeping/journal-entries/${target.id}/reverse`, { method: 'POST' })
const result = await res.json()
if (res.ok) {
const storno = result.data
toast({
title: t('toast_reverse_done_title'),
description: t('toast_reverse_done_description', { voucher: formatVoucher(storno ?? {}) }),
})
setReverseEntryTarget(null)
await fetchEntries()
} else {
toast({ title: t('toast_reverse_failed'), description: getErrorMessage(result, { context: 'journal_entry' }), variant: 'destructive' })
}
} catch {
toast({ title: t('toast_reverse_failed'), variant: 'destructive' })
} finally {
setIsReversing(false)
}
}
// A posted, document-requiring entry with no attachment yet and not already
// exempt, i.e. the rows that show the warning triangle. Only these can be
// batch-marked "Inget underlag krävs".
const isEligibleForExempt = useCallback(
(entry: JournalEntry) =>
entry.status === 'posted' &&
NEEDS_ATTACHMENT.has(entry.source_type) &&
!attachmentCounts[entry.id] &&
!noDocRequired.has(entry.id),
[attachmentCounts, noDocRequired],
)
const toggleSelect = (id: string) => {
setSelectedIds((prev) => {
const next = new Set(prev)
if (next.has(id)) next.delete(id)
else next.add(id)
return next
})
}
const handleBatchExempt = async () => {
const ids = Array.from(selectedIds)
if (ids.length === 0) return
setBatchSubmitting(true)
const reason = batchReason.trim() || null
try {
const res = await fetch('/api/bookkeeping/no-doc-required/batch', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_ids: ids, reason }),
})
const body = await res.json().catch(() => ({}))
if (!res.ok) {
toast({ title: t('no_doc_required_save_failed'), description: body.error, variant: 'destructive' })
return
}
// Reflect the new exemptions locally: triangle → muted "no doc" indicator.
setNoDocRequired((prev) => {
const next = new Map(prev)
for (const id of ids) next.set(id, reason)
return next
})
setSelectedIds(new Set())
setBatchReason('')
toast({
title: t('batch_no_doc_done_title'),
description: t('batch_no_doc_done_description', { count: body.data?.exempted ?? ids.length }),
})
} catch {
toast({ title: t('no_doc_required_save_failed'), variant: 'destructive' })
} finally {
setBatchSubmitting(false)
}
}
// Filter-scoped bulk mark: mark EVERY missing-doc verifikat matching the active
// filters (period/series/date/search), across all pages: the scalable remedy
// for a post-import flood. A dry_run first surfaces the exact count to confirm.
const filterPayload = () => ({
period_id: periodId,
series: seriesFilter !== 'all' ? seriesFilter : null,
date_from: dateFrom || null,
date_to: dateTo || null,
search: search || null,
})
const openBulk = async () => {
setBulkOpen(true)
setBulkCount(null)
setBulkReason('')
try {
const res = await fetch('/api/bookkeeping/no-doc-required/bulk-missing', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ ...filterPayload(), dry_run: true }),
})
const body = await res.json().catch(() => ({}))
setBulkCount(res.ok ? (body.data?.count ?? 0) : 0)
} catch {
setBulkCount(0)
}
}
const handleBulkConfirm = async () => {
setBulkSubmitting(true)
try {
const res = await fetch('/api/bookkeeping/no-doc-required/bulk-missing', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ ...filterPayload(), reason: bulkReason.trim() || null }),
})
const body = await res.json().catch(() => ({}))
if (!res.ok) {
toast({ title: t('no_doc_required_save_failed'), description: body.error, variant: 'destructive' })
return
}
setBulkOpen(false)
setBulkCount(null)
setBulkReason('')
setSelectedIds(new Set())
toast({
title: t('batch_no_doc_done_title'),
description: t('batch_no_doc_done_description', { count: body.data?.exempted ?? 0 }),
})
await fetchNoDocRequired()
await fetchEntries()
} catch {
toast({ title: t('no_doc_required_save_failed'), variant: 'destructive' })
} finally {
setBulkSubmitting(false)
}
}
const filteredEntries = showMissingOnly
? entries.filter(
(e) =>
NEEDS_ATTACHMENT.has(e.source_type) &&
!attachmentCounts[e.id] &&
e.status === 'posted' &&
!noDocRequired.has(e.id)
)
: entries
// Count of active dialog filters, shown as a badge on the Filtrera button so
// the user can tell the list is scoped without opening the dialog. Sort order
// is a view preference (always set), not a filter, so it is excluded.
// Filters that live inside the Filtrera dialog. The fiscal-year scope is its
// own control now, so it no longer counts toward the dialog badge (it would
// otherwise always read "1" for the default year).
const dialogFilterCount =
(seriesFilter !== 'all' ? 1 : 0) +
(dateFrom || dateTo ? 1 : 0) +
(showMissingOnly ? 1 : 0)
// Year scope included: drives empty-state messaging + keeping the bar mounted.
const activeFilterCount = (periodId ? 1 : 0) + dialogFilterCount
// When any filter or search is active we keep the filter bar mounted even
// with zero results, so the user can edit or clear their query. The pristine
// "no entries yet" state below only applies to an untouched, empty ledger.
const hasActiveFilters = Boolean(search) || activeFilterCount > 0
// Apply a fiscal-year selection. The FiscalYearSelector (now an inline control
// in the toolbar, not buried in the filter dialog) persists the choice to
// localStorage itself; here we only mirror it into local state and reset
// pagination.
const handlePeriodChange = (next: string | null) => {
setPeriodId(next)
setPage(0)
}
// Change how many verifikat are shown per page. Resets to the first page and
// persists the choice per company (same convention as the sort order).
const handlePageSizeChange = (next: PageSizeChoice) => {
setPageSizeChoice(next)
setPage(0)
if (typeof window !== 'undefined') {
window.localStorage.setItem(PAGE_SIZE_STORAGE_KEY_PREFIX + (company?.id ?? 'default'), next)
}
}
const clearAllFilters = () => {
setPeriodId(null)
// Mirror the selector's "Alla räkenskapsår" write so the cleared scope
// survives a remount/reload instead of being restored from a stale value.
if (company?.id && typeof window !== 'undefined') {
window.localStorage.setItem(FISCAL_YEAR_STORAGE_KEY_PREFIX + company.id, FISCAL_YEAR_ALL_VALUE)
}
setSeriesFilter('all')
setShowMissingOnly(false)
setDateFrom('')
setDateTo('')
setDateFromInput('')
setDateToInput('')
setPage(0)
}
// Rows on this page the user can batch-mark "Inget underlag krävs".
const eligibleEntries = canWrite ? filteredEntries.filter(isEligibleForExempt) : []
const allEligibleSelected =
eligibleEntries.length > 0 && eligibleEntries.every((e) => selectedIds.has(e.id))
const toggleSelectAll = () => {
setSelectedIds((prev) => {
const next = new Set(prev)
if (allEligibleSelected) {
for (const e of eligibleEntries) next.delete(e.id)
} else {
for (const e of eligibleEntries) next.add(e.id)
}
return next
})
}
// Pristine, untouched ledger: nothing posted, no drafts, no filters, and we're
// on the committed view. ONLY this genuinely-empty case may short-circuit the
// whole component: every other empty state (a draft exists, or we're in the
// drafts view) must fall through to the main render below so the
// Verifikat/Utkast toggle stays reachable.
if (!loading && entries.length === 0 && !hasActiveFilters && listMode === 'committed' && draftCount === 0) {
return (
<DataList>
<DataListEmpty
icon={<BookOpen className="h-6 w-6" />}
title={t('empty_title')}
description={t('empty_description')}
/>
</DataList>
)
}
return (
<div className="space-y-4">
{/* Control bar: view toggle + search + filters + active fiscal-year scope
on one aligned row (wraps on narrow screens) rather than four stacked rows. */}
<div className="flex flex-wrap items-center gap-2">
{/* Verifikat vs Utkast. Drafts live in their own view with a count badge so
they don't sink to the last page of the committed list. */}
<div className="inline-flex shrink-0 rounded-md border border-border p-0.5">
<button
type="button"
onClick={() => switchMode('committed')}
className={`h-7 rounded px-3 text-xs font-medium transition-colors ${listMode === 'committed' ? 'bg-secondary text-foreground' : 'text-muted-foreground hover:text-foreground'}`}
>
{t('mode_vouchers')}
</button>
<button
type="button"
onClick={() => switchMode('drafts')}
className={`inline-flex h-7 items-center gap-1.5 rounded px-3 text-xs font-medium transition-colors ${listMode === 'drafts' ? 'bg-secondary text-foreground' : 'text-muted-foreground hover:text-foreground'}`}
>
{t('mode_drafts')}
{draftCount > 0 && (
<Badge variant="secondary" className="h-4 min-w-4 justify-center px-1 text-[10px] tabular-nums">
{draftCount}
</Badge>
)}
</button>
</div>
<div className="relative flex-1 sm:flex-none sm:w-[280px]">
<Search className="absolute left-2.5 top-1/2 -translate-y-1/2 h-3.5 w-3.5 text-muted-foreground pointer-events-none" />
<Input
type="text"
inputMode="search"
placeholder={t('search_placeholder')}
aria-label={t('search_placeholder')}
value={searchInput}
onChange={(e) => setSearchInput(e.target.value)}
className="h-8 pl-8 pr-7 text-xs"
/>
{searchInput && (
<button
type="button"
onClick={() => setSearchInput('')}
className="absolute right-1.5 top-1/2 -translate-y-1/2 p-0.5 rounded-sm hover:bg-muted text-muted-foreground"
title={t('clear_search')}
aria-label={t('clear_search')}
>
<X className="h-3.5 w-3.5" />
</button>
)}
</div>
<Dialog open={filterOpen} onOpenChange={setFilterOpen}>
<DialogTrigger asChild>
<Button
variant="outline"
size="sm"
className="h-8 gap-2 text-xs shrink-0"
aria-label={
dialogFilterCount > 0
? t('filter_with_count', { count: dialogFilterCount })
: t('filter')
}
>
<SlidersHorizontal className="h-3.5 w-3.5" />
{t('filter')}
{dialogFilterCount > 0 && (
<Badge
variant="secondary"
className="h-4 min-w-4 justify-center px-1 text-[10px] tabular-nums"
>
{dialogFilterCount}
</Badge>
)}
</Button>
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>{t('filter_dialog_title')}</DialogTitle>
</DialogHeader>
<div className="space-y-4">
{/* Sortering */}
<div className="space-y-2">
<Label className="text-sm font-medium">{t('filter_section_sort')}</Label>
<Select
value={sortBy}
onValueChange={(v) => {
const next = v as SortBy
setSortBy(next)
setPage(0)
if (typeof window !== 'undefined') {
window.localStorage.setItem(SORT_STORAGE_KEY_PREFIX + (company?.id ?? 'default'), next)
}
}}
>
<SelectTrigger className="h-9 w-full text-sm">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="date_desc">{t('sort_date_desc')}</SelectItem>
<SelectItem value="date_asc">{t('sort_date_asc')}</SelectItem>
<SelectItem value="voucher_asc">{t('sort_voucher_asc')}</SelectItem>
<SelectItem value="voucher_desc">{t('sort_voucher_desc')}</SelectItem>
</SelectContent>
</Select>
</div>
{/* Verifikationsserie */}
<div className="space-y-2">
<Label className="text-sm font-medium">{t('filter_section_series')}</Label>
<Select value={seriesFilter} onValueChange={(v) => { setSeriesFilter(v); setPage(0) }}>
<SelectTrigger className="h-9 w-full text-sm font-mono" aria-label={t('filter_section_series')}>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="all">Alla serier</SelectItem>
{'ABCDEFG'.split('').map((letter) => (
<SelectItem key={letter} value={letter} className="font-mono">
Serie {letter}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{/* Datumintervall */}
<div className="space-y-2">
<Label className="text-sm font-medium">{t('filter_section_date')}</Label>
<div className="flex items-center gap-2">
<Input
type="text"
placeholder={t('date_from_placeholder')}
value={dateFromInput}
onChange={(e) => setDateFromInput(e.target.value)}
onBlur={applyDateFilter}
onKeyDown={(e) => {
if (e.key === 'Enter') {
e.preventDefault()
applyDateFilter()
}
}}
className="h-9 flex-1 text-sm"
/>
<span className="text-sm text-muted-foreground">-</span>
<Input
type="text"
placeholder={t('date_to_placeholder')}
value={dateToInput}
onChange={(e) => setDateToInput(e.target.value)}
onBlur={applyDateFilter}
onKeyDown={(e) => {
if (e.key === 'Enter') {
e.preventDefault()
applyDateFilter()
}
}}
className="h-9 flex-1 text-sm"
/>
{(dateFrom || dateTo) && (
<button
type="button"
onClick={() => { setDateFrom(''); setDateTo(''); setDateFromInput(''); setDateToInput(''); setPage(0) }}
className="p-1 rounded-sm hover:bg-muted text-muted-foreground shrink-0"
title={t('clear_date_filter')}
aria-label={t('clear_date_filter')}
>
<X className="h-4 w-4" />
</button>
)}
</div>
</div>
{/* Visa saknade underlag */}
<div className="flex items-center gap-2">
<Switch
id="missing-attachments"
checked={showMissingOnly}
onCheckedChange={setShowMissingOnly}
/>
<Label htmlFor="missing-attachments" className="text-sm cursor-pointer">
{t('show_missing')}
</Label>
{showMissingOnly && (
<Badge variant="secondary" className="text-xs tabular-nums">
{filteredEntries.length}
</Badge>
)}
</div>
{/* Reveal the storno + reversed-original rows the default view folds
into the surviving correction (3 rows → 1). */}
<div className="flex items-center gap-2">
<Switch
id="show-correction-chain"
checked={!collapseCorrections}
onCheckedChange={(on) => { setCollapseCorrections(!on); setPage(0) }}
/>
<Label htmlFor="show-correction-chain" className="text-sm cursor-pointer">
{t('show_correction_chain')}
</Label>
</div>
</div>
<DialogFooter className="sm:justify-between">
<Button
variant="ghost"
size="sm"
onClick={clearAllFilters}
disabled={activeFilterCount === 0}
>
{t('filter_clear_all')}
</Button>
<DialogClose asChild>
<Button variant="outline" size="sm">{t('filter_done')}</Button>
</DialogClose>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Active fiscal-year scope as a direct one-click picker, pushed to the
right of the control bar, keeps the räkenskapsår visible per BFL and
changeable in one click. Distinct from Filtrera (which now holds only
sort / series / date / underlag); previously both just opened the same
dialog. The selector persists the choice to localStorage; the first-load
scope resolution still happens authoritatively in the period effect. */}
{periodHydrated && (
<div className="flex items-center gap-2 text-xs text-muted-foreground sm:ml-auto">
<span className="shrink-0">{t('scope_label')}</span>
<FiscalYearSelector
value={periodId}
onChange={handlePeriodChange}
label={null}
/>
</div>
)}
</div>
{loading ? (
<DataList>
<DataListLoading />
</DataList>
) : filteredEntries.length === 0 ? (
// Empty placeholder, scoped to the situation: an empty drafts view, a
// filtered committed view with no matches, or a committed view with no
// posted entries yet (but drafts exist, hence we got here, not the
// pristine early return above).
<DataList>
<DataListEmpty
icon={
listMode === 'drafts' || !hasActiveFilters ? (
<BookOpen className="h-6 w-6" />
) : (
<Search className="h-6 w-6" />
)
}
title={
listMode === 'drafts'
? t('empty_drafts_title')
: hasActiveFilters
? t('no_results_title')
: t('empty_title')
}
description={
listMode === 'drafts'
? t('empty_drafts_description')
: hasActiveFilters
? t('no_results_description')
: t('empty_description')
}
/>
</DataList>
) : (
<DataList>
{/* Batch-mark "Inget underlag krävs": select-all + contextual action bar,
rendered as the list header so it reads as part of the ledger rather
than a detached box above it. */}
{(eligibleEntries.length > 0 || selectedIds.size > 0) && (
<DataListHeader className="justify-between gap-3">
<div className="flex items-center gap-2">
<Checkbox
id="select-all-missing"
checked={allEligibleSelected}
onCheckedChange={toggleSelectAll}
disabled={eligibleEntries.length === 0}
/>
<Label htmlFor="select-all-missing" className="text-sm cursor-pointer">
{selectedIds.size > 0
? t('batch_selected_count', { count: selectedIds.size })
: t('batch_select_all', { count: eligibleEntries.length })}
</Label>
</div>
{selectedIds.size > 0 ? (
<div className="flex flex-col gap-2 sm:flex-row sm:items-center">
<Input
value={batchReason}
onChange={(e) => setBatchReason(e.target.value)}
placeholder={t('no_doc_required_reason_placeholder')}
list="batch-no-doc-suggestions"
maxLength={200}
className="h-8 text-xs sm:w-56"
disabled={batchSubmitting}
/>
<datalist id="batch-no-doc-suggestions">
<option value={t('no_doc_required_suggestion_bank_fee')} />
<option value={t('no_doc_required_suggestion_interest')} />
<option value={t('no_doc_required_suggestion_internal_transfer')} />
<option value={t('no_doc_required_suggestion_tax_payment')} />
<option value={t('no_doc_required_suggestion_salary')} />
</datalist>
<div className="flex items-center gap-2">
<Button size="sm" onClick={handleBatchExempt} disabled={batchSubmitting}>
{batchSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('batch_mark_no_doc')}
</Button>
<Button
size="sm"
variant="ghost"
onClick={() => setSelectedIds(new Set())}
disabled={batchSubmitting}
>
{t('batch_clear_selection')}
</Button>
</div>
</div>
) : (
// Filter-scoped: mark every missing-doc verifikat matching the active
// filters across all pages: scales to a post-import flood.
<Button size="sm" variant="outline" onClick={openBulk}>
<CircleSlash className="mr-2 h-4 w-4" />
{t('batch_mark_all_missing')}
</Button>
)}
</DataListHeader>
)}
{filteredEntries.map((entry) => {
const isExpanded = expandedId === entry.id
const lines = (entry.lines || []) as JournalEntryLine[]
// Voucher total = sum of the debit side (= credit side when balanced).
const voucherTotal = lines.reduce((sum, l) => sum + (Number(l.debit_amount) || 0), 0)
const selectable = canWrite && isEligibleForExempt(entry)
return (
<DataListRow
key={entry.id}
selected={selectedIds.has(entry.id)}
expanded={isExpanded}
onClick={() => toggleExpand(entry.id)}
leading={
selectable ? (
<div onClick={(e) => e.stopPropagation()}>
<Checkbox
checked={selectedIds.has(entry.id)}
onCheckedChange={() => toggleSelect(entry.id)}
aria-label={t('batch_select_row')}
/>
</div>
) : undefined
}
expandedContent={
isExpanded ? (
<>
{lines.length === 0 ? (
<p className="text-sm text-muted-foreground py-2">{t('no_lines')}</p>
) : (
<div className="rounded-lg border overflow-hidden">
<Table>
<TableHeader>
<TableRow>
<TableHead>{t('account_column')}</TableHead>
<TableHead>{t('description_column')}</TableHead>
<TableHead className="text-right">{t('debit')}</TableHead>
<TableHead className="text-right">{t('credit')}</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{lines
.slice()
.sort((a, b) => a.sort_order - b.sort_order)
.map((line) => {
const accountName = getAccountDescription(line.account_number)?.name
const desc = line.line_description
const showDesc = desc
&& desc.toLowerCase() !== accountName?.toLowerCase()
&& desc.toLowerCase() !== entry.description?.toLowerCase()
const debit = Number(line.debit_amount) || 0
const credit = Number(line.credit_amount) || 0
const fx = line.currency && line.currency !== 'SEK' && line.amount_in_currency != null
? `${Number(line.amount_in_currency).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} ${line.currency}`
: null
return (
<TableRow key={line.id}>
<TableCell className="align-top whitespace-nowrap">
<AccountNumber number={line.account_number} showName />
</TableCell>
<TableCell className="align-top text-muted-foreground">
{showDesc ? desc : ''}
</TableCell>
<TableCell className="align-top text-right tabular-nums">
{debit > 0 ? debit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) : ''}
{debit > 0 && fx && (
<span className="block text-xs text-muted-foreground tabular-nums">{fx}</span>
)}
</TableCell>
<TableCell className="align-top text-right tabular-nums">
{credit > 0 ? credit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) : ''}
{credit > 0 && fx && (
<span className="block text-xs text-muted-foreground tabular-nums">{fx}</span>
)}
</TableCell>
</TableRow>
)
})}
</TableBody>
<TableFooter>
<TableRow>
<TableCell colSpan={2} className="font-medium">{t('sum_label')}</TableCell>
<TableCell className="text-right tabular-nums font-medium">
{lines.reduce((sum, l) => sum + (Number(l.debit_amount) || 0), 0).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</TableCell>
<TableCell className="text-right tabular-nums font-medium">
{lines.reduce((sum, l) => sum + (Number(l.credit_amount) || 0), 0).toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
</TableCell>
</TableRow>
</TableFooter>
</Table>
</div>
)}
{entry.notes && (
<p className="mt-3 text-xs text-muted-foreground italic px-1">
{entry.notes}
</p>
)}
<JournalEntryAttachments
journalEntryId={entry.id}
onCountChange={(c) => handleAttachmentCountChange(entry.id, c)}
/>
{entry.status === 'posted' && NEEDS_ATTACHMENT.has(entry.source_type) && (
<NoDocRequiredToggle
entryId={entry.id}
initialExempt={noDocRequired.has(entry.id)}
initialReason={noDocRequired.get(entry.id) ?? null}
canWrite={canWrite}
onChange={(exempted, reason) => {
setNoDocRequired((prev) => {
const next = new Map(prev)
if (exempted) next.set(entry.id, reason ?? null)
else next.delete(entry.id)
return next
})
}}
/>
)}
<div className="mt-4 pt-3 border-t flex flex-col sm:flex-row gap-2">
{entry.status === 'draft' && (
<Button
size="sm"
className="w-full sm:w-auto"
onClick={() => handleCommit(entry.id)}
disabled={!canWrite || committingId === entry.id}
title={!canWrite ? t('read_only_tooltip') : undefined}
>
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : committingId === entry.id && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('post')}
</Button>
)}
<Button variant="outline" size="sm" className="w-full sm:w-auto" asChild>
<Link href={`/bookkeeping/${entry.id}`}>{t('show_details')}</Link>
</Button>
{entry.status === 'posted' && entry.source_type !== 'storno' && entry.source_type !== 'correction' && (
<Button
variant="outline"
size="sm"
className="w-full sm:w-auto"
onClick={() => setCorrectionEntry(entry)}
>
{t('create_correction')}
</Button>
)}
{canWrite && entry.status === 'posted' && entry.source_type !== 'storno' && entry.source_type !== 'correction' && (
<Button
variant="outline"
size="sm"
className="w-full sm:w-auto"
onClick={() => setReverseEntryTarget(entry)}
>
<RotateCcw className="mr-2 h-4 w-4" />
{t('reverse_action')}
</Button>
)}
<Button
variant="outline"
size="sm"
className="w-full sm:w-auto"
onClick={() => router.push(`/bookkeeping?copy_from=${entry.id}`)}
>
<Copy className="mr-2 h-4 w-4" />
{t('copy')}
</Button>
</div>
</>
) : undefined
}
>
{/* Desktop: single row */}
<div className="hidden sm:flex items-center gap-3">
{isExpanded ? (
<ChevronDown className="h-4 w-4 shrink-0" />
) : (
<ChevronRight className="h-4 w-4 shrink-0" />
)}
<Link
href={`/bookkeeping/${entry.id}`}
className="font-mono text-sm text-primary hover:underline w-16"
onClick={(e) => e.stopPropagation()}
>
{formatVoucher(entry)}
</Link>
<span className="text-sm text-muted-foreground tabular-nums w-24">
{formatDate(entry.entry_date)}
</span>
{entry.out_of_period && (
<Badge
variant="outline"
className="text-xs font-normal shrink-0"
title={t('out_of_period_tooltip')}
>
{t('out_of_period_label')}
</Badge>
)}
{(entry.status === 'reversed' || entry.status === 'draft' || entry.source_type === 'storno' || entry.source_type === 'correction') && (
<JournalEntryStatusBadge entry={entry} showStatus={entry.status === 'reversed' || entry.status === 'draft'} />
)}
<span className="flex-1 truncate">{entry.description}</span>
<span className="shrink-0 w-28 text-right tabular-nums text-sm font-medium">
{formatCurrency(voucherTotal, 'SEK', { minimumFractionDigits: 2 })}
</span>
<div className="flex shrink-0 items-center gap-1">
<Button
asChild
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground transition-colors duration-150 hover:bg-secondary"
>
<span
role="button"
tabIndex={0}
aria-label={t('copy_voucher_tooltip')}
title={t('copy_voucher_tooltip')}
onClick={(e) => {
e.preventDefault()
e.stopPropagation()
router.push(`/bookkeeping?copy_from=${entry.id}`)
}}
onKeyDown={(e) => {
if (e.key === 'Enter' || e.key === ' ') {
e.preventDefault()
e.stopPropagation()
router.push(`/bookkeeping?copy_from=${entry.id}`)
}
}}
>
<Copy className="h-3.5 w-3.5" />
</span>
</Button>
{/* Fixed-width attachment slot keeps the copy icon in a stable
column and the right edge aligned whether a row has a
paperclip, a warning, or nothing. */}
<span className="flex min-w-10 items-center justify-center">
{attachmentCounts[entry.id] ? (
<Button
asChild
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground transition-colors duration-150 hover:bg-secondary"
>
<span
role="button"
tabIndex={0}
aria-label={t('view_attachments')}
title={t('attachment_count_tooltip', { count: attachmentCounts[entry.id] })}
onClick={(e) => {
e.preventDefault()
e.stopPropagation()
setPreviewEntryId(entry.id)
}}
onKeyDown={(e) => {
if (e.key === 'Enter' || e.key === ' ') {
e.preventDefault()
e.stopPropagation()
setPreviewEntryId(entry.id)
}
}}
>
<span className="flex items-center gap-0.5">
<Paperclip className="h-3.5 w-3.5" />
<span className="text-xs">{attachmentCounts[entry.id]}</span>
</span>
</span>
</Button>
) : (
NEEDS_ATTACHMENT.has(entry.source_type) && entry.status === 'posted' && (
noDocRequired.has(entry.id) ? (
<span title={t('no_doc_required_indicator_tooltip')}>
<CircleSlash className="h-3.5 w-3.5 text-muted-foreground" />
</span>
) : (
<span title={t('missing_attachment_tooltip')}>
<AlertTriangle className="h-3.5 w-3.5 text-warning-foreground" />
</span>
)
)
)}
</span>
</div>
</div>
{/* Mobile: two rows */}
<div className="sm:hidden">
<div className="flex items-center gap-2">
{isExpanded ? (
<ChevronDown className="h-4 w-4 shrink-0" />
) : (
<ChevronRight className="h-4 w-4 shrink-0" />
)}
<Link
href={`/bookkeeping/${entry.id}`}
className="font-mono text-sm text-primary hover:underline"
onClick={(e) => e.stopPropagation()}
>
{formatVoucher(entry)}
</Link>
<span className="text-sm text-muted-foreground tabular-nums">
{formatDate(entry.entry_date)}
</span>
{entry.out_of_period && (
<Badge
variant="outline"
className="text-xs font-normal shrink-0"
title={t('out_of_period_tooltip_mobile')}
>
{t('out_of_period_label')}
</Badge>
)}
{(entry.status === 'reversed' || entry.status === 'draft' || entry.source_type === 'storno' || entry.source_type === 'correction') && (
<JournalEntryStatusBadge entry={entry} showStatus={entry.status === 'reversed' || entry.status === 'draft'} />
)}
<span className="ml-auto flex items-center gap-1">
<Button
asChild
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground transition-colors duration-150 hover:bg-secondary"
>
<span
role="button"
tabIndex={0}
aria-label={t('copy_voucher_tooltip')}
title={t('copy_voucher_tooltip')}
onClick={(e) => {
e.preventDefault()
e.stopPropagation()
router.push(`/bookkeeping?copy_from=${entry.id}`)
}}
onKeyDown={(e) => {
if (e.key === 'Enter' || e.key === ' ') {
e.preventDefault()
e.stopPropagation()
router.push(`/bookkeeping?copy_from=${entry.id}`)
}
}}
>
<Copy className="h-3.5 w-3.5" />
</span>
</Button>
{attachmentCounts[entry.id] ? (
<Button
asChild
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground transition-colors duration-150 hover:bg-secondary"
>
<span
role="button"
tabIndex={0}
aria-label={t('view_attachments')}
title={t('attachment_count_tooltip', { count: attachmentCounts[entry.id] })}
onClick={(e) => {
e.preventDefault()
e.stopPropagation()
setPreviewEntryId(entry.id)
}}
onKeyDown={(e) => {
if (e.key === 'Enter' || e.key === ' ') {
e.preventDefault()
e.stopPropagation()
setPreviewEntryId(entry.id)
}
}}
>
<span className="flex items-center gap-0.5">
<Paperclip className="h-3.5 w-3.5" />
<span className="text-xs">{attachmentCounts[entry.id]}</span>
</span>
</span>
</Button>
) : (
NEEDS_ATTACHMENT.has(entry.source_type) && entry.status === 'posted' && (
noDocRequired.has(entry.id) ? (
<span title={t('no_doc_required_indicator_tooltip')}>
<CircleSlash className="h-3.5 w-3.5 text-muted-foreground" />
</span>
) : (
<span title={t('missing_attachment_tooltip')}>
<AlertTriangle className="h-3.5 w-3.5 text-warning-foreground" />
</span>
)
)
)}
</span>
</div>
<div className="mt-1 ml-6 flex items-center justify-between gap-2">
<p className="text-sm truncate">{entry.description}</p>
<span className="shrink-0 tabular-nums text-sm font-medium">
{formatCurrency(voucherTotal, 'SEK', { minimumFractionDigits: 2 })}
</span>
</div>
</div>
</DataListRow>
)
})}
</DataList>
)}
{/* Filter-scoped bulk "Inget underlag krävs" confirmation */}
<Dialog
open={bulkOpen}
onOpenChange={(o) => {
if (bulkSubmitting) return
setBulkOpen(o)
if (!o) {
setBulkCount(null)
setBulkReason('')
}
}}
>
<DialogContent>
<DialogHeader>
<DialogTitle>{t('bulk_mark_title')}</DialogTitle>
</DialogHeader>
<div className="space-y-3 text-sm">
{bulkCount === null ? (
<div className="flex items-center gap-2 text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" />
{t('bulk_mark_counting')}
</div>
) : bulkCount === 0 ? (
<p className="text-muted-foreground">{t('bulk_mark_none')}</p>
) : (
<>
<p>{t('bulk_mark_body', { count: bulkCount })}</p>
<div className="space-y-1">
<Label className="text-xs text-muted-foreground">{t('no_doc_required_reason_add')}</Label>
<Input
value={bulkReason}
onChange={(e) => setBulkReason(e.target.value)}
placeholder={t('no_doc_required_reason_placeholder')}
list="bulk-no-doc-suggestions"
maxLength={200}
className="h-8 text-xs"
disabled={bulkSubmitting}
/>
<datalist id="bulk-no-doc-suggestions">
<option value={t('no_doc_required_suggestion_bank_fee')} />
<option value={t('no_doc_required_suggestion_interest')} />
<option value={t('no_doc_required_suggestion_internal_transfer')} />
<option value={t('no_doc_required_suggestion_tax_payment')} />
<option value={t('no_doc_required_suggestion_salary')} />
</datalist>
</div>
</>
)}
</div>
<DialogFooter>
<Button variant="outline" size="sm" onClick={() => setBulkOpen(false)} disabled={bulkSubmitting}>
{t('bulk_cancel')}
</Button>
<Button size="sm" onClick={handleBulkConfirm} disabled={bulkSubmitting || !bulkCount}>
{bulkSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{t('bulk_mark_confirm', { count: bulkCount ?? 0 })}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Correction dialog */}
{correctionEntry && (
<CorrectionEntryDialog
entry={correctionEntry}
open={!!correctionEntry}
onOpenChange={(open) => { if (!open) setCorrectionEntry(null) }}
onCorrected={() => { setCorrectionEntry(null); fetchEntries() }}
/>
)}
{/* Reverse (storno) confirmation dialog */}
{reverseEntryTarget && (
<ConfirmationDialog
open={!!reverseEntryTarget}
onOpenChange={(open) => { if (!open && !isReversing) setReverseEntryTarget(null) }}
onConfirm={handleReverse}
isSubmitting={isReversing}
title={t('reverse_confirm_title')}
warningText={t('reverse_warning')}
confirmLabel={t('reverse_confirm_label')}
>
<div className="flex items-start gap-3 rounded-lg border bg-muted/50 p-4">
<RotateCcw className="h-5 w-5 text-muted-foreground mt-0.5 shrink-0" />
<div className="text-sm">
<p className="font-medium mb-1">{t('reverse_dialog_heading', { voucher: formatVoucher(reverseEntryTarget) })}</p>
<p className="text-muted-foreground">{t('reverse_dialog_body')}</p>
</div>
</div>
</ConfirmationDialog>
)}
{/* Attachment preview sheet */}
<AttachmentPreviewSheet
entryId={previewEntryId}
open={previewEntryId !== null}
onOpenChange={(open) => { if (!open) setPreviewEntryId(null) }}
/>
{/* Pagination + page-size selector. Shown when the result set spans more
than one page at the default size, OR when a non-default page size
('all' included) is active, so a user who narrowed the list below the
default can always switch the size back. Hidden for an empty result. */}
{count > 0 && (count > PAGE_SIZE_OPTIONS[0] || pageSizeChoice !== '20') && (
<div className="flex flex-col gap-3 pt-2 sm:flex-row sm:items-center sm:justify-between">
{/* Page size + result range */}
<div className="flex items-center gap-2 text-xs text-muted-foreground">
<Label htmlFor="journal-page-size" className="text-xs font-normal shrink-0">
{t('page_size_label')}
</Label>
<Select value={pageSizeChoice} onValueChange={(v) => handlePageSizeChange(v as PageSizeChoice)}>
<SelectTrigger id="journal-page-size" className="h-8 w-[88px] text-xs">
<SelectValue />
</SelectTrigger>
<SelectContent>
{PAGE_SIZE_OPTIONS.map((n) => (
<SelectItem key={n} value={String(n)} className="text-xs tabular-nums">
{n}
</SelectItem>
))}
<SelectItem value="all" className="text-xs">{t('page_size_all')}</SelectItem>
</SelectContent>
</Select>
<span className="tabular-nums whitespace-nowrap">
{showingAll
? t('showing_all', { total: count })
: t('showing_range', {
from: count === 0 ? 0 : page * pageSize + 1,
to: Math.min((page + 1) * pageSize, count),
total: count,
})}
</span>
</div>
{/* Page navigation: hidden when showing all or when everything fits on one page */}
{!showingAll && count > pageSize && (
<div className="flex items-center gap-1">
<Button
variant="outline"
size="icon"
className="h-8 w-8"
disabled={page === 0}
onClick={() => setPage(0)}
aria-label={t('first_page')}
title={t('first_page')}
>
<ChevronsLeft className="h-4 w-4" />
</Button>
<Button
variant="outline"
size="icon"
className="h-8 w-8"
disabled={page === 0}
onClick={() => setPage(page - 1)}
aria-label={t('previous')}
title={t('previous')}
>
<ChevronLeft className="h-4 w-4" />
</Button>
<span className="px-2 text-xs text-muted-foreground tabular-nums self-center whitespace-nowrap">
{t('page_of', { page: page + 1, total: Math.ceil(count / pageSize) })}
</span>
<Button
variant="outline"
size="icon"
className="h-8 w-8"
disabled={(page + 1) * pageSize >= count}
onClick={() => setPage(page + 1)}
aria-label={t('next')}
title={t('next')}
>
<ChevronRight className="h-4 w-4" />
</Button>
<Button
variant="outline"
size="icon"
className="h-8 w-8"
disabled={(page + 1) * pageSize >= count}
onClick={() => setPage(Math.ceil(count / pageSize) - 1)}
aria-label={t('last_page')}
title={t('last_page')}
>
<ChevronsRight className="h-4 w-4" />
</Button>
</div>
)}
</div>
)}
</div>
)
}