7175daee87
* feat(skattekonto): add overdue transactions handling and split logic * feat: enhance transaction handling and loading states - Update BalanceHero component to display last synced date and additional information about Skatteverket updates. - Refactor BookDirectlyDialog to simplify transaction linking logic and improve UI for transaction selection. - Revamp InvoiceInboxWorkspace layout for better responsiveness and user experience, including improved skeleton loading states. - Introduce new loading states for ExtensionWorkspace to match the live layout and improve user feedback during data fetching. - Implement exchange rate fetching in QuickReviewDialog, ensuring transactions are always processed in SEK with error handling for rate fetching. - Add structured error handling for unavailable exchange rates in the transaction API. * feat(skattekonto): add 'Skattekonto – saldo & transaktioner' scope and update authorization checks * feat: implement reverse charge handling in supplier invoice calculations and UI
510 lines
19 KiB
TypeScript
510 lines
19 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback } from 'react'
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import { Button } from '@/components/ui/button'
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import { Badge } from '@/components/ui/badge'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
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import { useToast } from '@/components/ui/use-toast'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { ArrowUpRight, ArrowDownRight, Check, Paperclip, ChevronDown, ChevronUp, AlertTriangle } from 'lucide-react'
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import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
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import type { BookingTemplate } from '@/lib/bookkeeping/booking-templates'
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import { resolveSekAmount } from '@/lib/bookkeeping/currency-utils'
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import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
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import JournalEntryPreview from './JournalEntryPreview'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import VatTreatmentSelect from './VatTreatmentSelect'
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import { VAT_TREATMENT_OPTIONS } from './transaction-types'
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import type { TransactionWithInvoice } from './transaction-types'
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import type { TransactionCategory, VatTreatment, BASAccount, EntityType, LinePatternEntry } from '@/types'
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interface QuickReviewDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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transaction: TransactionWithInvoice | null
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category: TransactionCategory | null
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categoryLabel: string
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defaultAccount: string
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defaultVat: VatTreatment | 'none'
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entityType?: EntityType
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template?: BookingTemplate | null
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templateId?: string
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counterpartyLinePattern?: LinePatternEntry[] | null
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onConfirm: (
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id: string,
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category: TransactionCategory,
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vatTreatment: VatTreatment | undefined,
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accountOverride: string | undefined,
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templateId?: string
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) => Promise<string | null>
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onChangeTemplate?: () => void
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}
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export default function QuickReviewDialog({
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open,
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onOpenChange,
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transaction,
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category,
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categoryLabel,
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defaultAccount,
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defaultVat,
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entityType,
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template,
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templateId,
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counterpartyLinePattern,
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onConfirm,
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onChangeTemplate,
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}: QuickReviewDialogProps) {
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const { toast } = useToast()
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const [accountOverride, setAccountOverride] = useState(defaultAccount)
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const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>(defaultVat)
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [isProcessing, setIsProcessing] = useState(false)
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const [error, setError] = useState<string | null>(null)
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const [showUploadZone, setShowUploadZone] = useState(false)
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const [showVatDropdown, setShowVatDropdown] = useState(false)
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const [isOpeningDoc, setIsOpeningDoc] = useState(false)
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// Mirror of `transaction` so we can patch in a freshly-fetched SEK conversion
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// before the user confirms — the verifikation must always be in SEK and the
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// engine reads these fields straight off the transaction row.
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const [enrichedTx, setEnrichedTx] = useState<TransactionWithInvoice | null>(transaction)
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const [rateLoading, setRateLoading] = useState(false)
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const [rateError, setRateError] = useState<string | null>(null)
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const preAttachedDocumentId = transaction?.document_id ?? null
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const handleOpenAttachedDoc = useCallback(async () => {
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if (!preAttachedDocumentId || isOpeningDoc) return
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setIsOpeningDoc(true)
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try {
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const res = await fetch(`/api/documents/${preAttachedDocumentId}`)
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if (!res.ok) {
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toast({ title: 'Kunde inte öppna underlaget', variant: 'destructive' })
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return
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}
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const { data } = await res.json()
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if (data?.download_url) {
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window.open(data.download_url, '_blank', 'noopener,noreferrer')
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}
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} finally {
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setIsOpeningDoc(false)
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}
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}, [preAttachedDocumentId, isOpeningDoc, toast])
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// Handle account changes — clear VAT for liability/equity accounts (class 2)
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const handleAccountChange = useCallback((account: string) => {
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setAccountOverride(account)
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if (account.startsWith('2')) {
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setVatTreatment('none')
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}
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}, [])
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// Fetch accounts on mount
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useEffect(() => {
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async function fetchAccounts() {
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try {
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const res = await fetch('/api/bookkeeping/accounts')
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const { data } = await res.json()
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if (data) {
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setAccounts(data)
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}
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} catch {
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// Non-critical
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}
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}
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fetchAccounts()
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}, [])
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// Reset local mirror whenever the underlying transaction changes (the parent
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// reuses the dialog instance across rows).
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useEffect(() => {
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setEnrichedTx(transaction)
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setRateError(null)
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}, [transaction])
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// Backfill the SEK conversion on demand. resolveSekAmount silently falls
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// back to the raw foreign amount when amount_sek/exchange_rate are null,
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// which means the user would see misleading "kr" values in the verifikation
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// and the engine would post the wrong number to the books.
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useEffect(() => {
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if (!open || !transaction) return
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const needsRate =
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!!transaction.currency &&
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transaction.currency !== 'SEK' &&
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(transaction.amount_sek == null || transaction.exchange_rate == null)
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if (!needsRate) return
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let cancelled = false
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setRateLoading(true)
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setRateError(null)
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;(async () => {
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try {
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const res = await fetch(`/api/transactions/${transaction.id}/refresh-exchange-rate`, {
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method: 'POST',
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})
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const json = await res.json()
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if (cancelled) return
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if (!res.ok) {
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setRateError(json?.error?.message || 'Kunde inte hämta växelkursen.')
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return
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}
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if (json?.data) {
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setEnrichedTx({ ...json.data, ...{
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potential_invoice: transaction.potential_invoice,
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potential_supplier_invoice: transaction.potential_supplier_invoice,
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} })
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}
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} catch {
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if (!cancelled) setRateError('Kunde inte hämta växelkursen.')
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} finally {
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if (!cancelled) setRateLoading(false)
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}
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})()
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return () => {
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cancelled = true
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}
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}, [open, transaction])
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if (!transaction || !category) return null
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const tx = enrichedTx ?? transaction
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const isIncome = tx.amount > 0
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const isCounterpartyTemplate = !!(counterpartyLinePattern && counterpartyLinePattern.length > 0)
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const isTemplateBooking = !!templateId || isCounterpartyTemplate
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const isLiabilityAccount = accountOverride.startsWith('2')
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// For non-SEK transactions, the verifikation and the headline must show
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// the SEK-converted total — the mall/category booking always posts in SEK.
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const sekAmount = resolveSekAmount(
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tx.amount,
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tx.amount_sek,
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tx.currency,
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tx.exchange_rate
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)
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const isForeign = !!(tx.currency && tx.currency !== 'SEK')
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const sekConversionMissing = isForeign && (tx.amount_sek == null || tx.exchange_rate == null)
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async function handleConfirm() {
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if (!category || !transaction) return
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setIsProcessing(true)
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setError(null)
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try {
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const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
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const catDefault = getDefaultAccountForCategory(category)
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const override = accountOverride && accountOverride !== catDefault
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? accountOverride
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: undefined
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const journalEntryId = await onConfirm(transaction.id, category, resolvedVat, override, templateId)
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// Link uploaded documents to the journal entry
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if (journalEntryId && uploadedFiles.length > 0) {
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const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
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let linkFailCount = 0
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for (const file of filesToLink) {
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try {
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await fetch(`/api/documents/${file.id}/link`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: journalEntryId }),
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})
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} catch {
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linkFailCount++
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}
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}
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if (linkFailCount > 0) {
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toast({
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title: 'Underlag kunde inte bifogas',
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description: `${linkFailCount} fil(er) kunde inte länkas till verifikationen.`,
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variant: 'destructive',
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})
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}
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}
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setUploadedFiles([])
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setShowUploadZone(false)
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} catch {
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setError('Ett fel uppstod vid bokföring.')
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setIsProcessing(false)
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}
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}
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return (
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<Dialog open={open} onOpenChange={isProcessing ? undefined : (o) => {
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if (!o) {
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setUploadedFiles([])
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setShowUploadZone(false)
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}
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onOpenChange(o)
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}}>
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<DialogContent className="max-w-md sm:max-w-lg max-h-[85vh] overflow-y-auto">
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<DialogHeader>
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<DialogTitle>Granska bokföring</DialogTitle>
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<DialogDescription>
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{isTemplateBooking ? 'Granska verifikationen innan du bokför' : 'Kontrollera konto och moms innan du bokför'}
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</DialogDescription>
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</DialogHeader>
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{/* Transaction summary */}
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<div className="flex items-center gap-3 rounded-lg border p-3">
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<div
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className={`h-9 w-9 rounded-full flex items-center justify-center flex-shrink-0 ${isIncome ? 'bg-success/10 text-success' : 'bg-destructive/10 text-destructive'}`}
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>
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{isIncome ? (
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<ArrowUpRight className="h-4 w-4" />
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) : (
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<ArrowDownRight className="h-4 w-4" />
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)}
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium text-sm break-all">{tx.description}</p>
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<p className="text-xs text-muted-foreground">{formatDate(tx.date)}</p>
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</div>
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<div className="text-right flex-shrink-0">
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{isForeign ? (
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<>
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<p className={`font-medium text-sm tabular-nums ${isIncome ? 'text-success' : ''}`}>
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{isIncome ? '+' : ''}
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{formatCurrency(tx.amount, tx.currency)}
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</p>
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<p className="text-xs text-muted-foreground tabular-nums">
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{rateLoading || sekConversionMissing
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? 'Hämtar växelkurs…'
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: `≈ ${isIncome ? '+' : ''}${formatCurrency(sekAmount, 'SEK')}`}
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</p>
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</>
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) : (
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<p className={`font-medium text-sm tabular-nums ${isIncome ? 'text-success' : ''}`}>
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{isIncome ? '+' : ''}
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{formatCurrency(sekAmount, 'SEK')}
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</p>
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)}
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</div>
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</div>
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{isForeign && tx.exchange_rate != null && tx.exchange_rate_date && !sekConversionMissing && (
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<p className="text-xs text-muted-foreground -mt-1">
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Bokförs i SEK med Riksbankens kurs {formatCurrency(tx.exchange_rate, 'SEK')} per {tx.currency} ({formatDate(tx.exchange_rate_date)}).
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</p>
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)}
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{rateError && (
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<div className="rounded-lg border border-destructive/30 bg-destructive/[0.05] px-3 py-2">
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<p className="text-xs text-destructive leading-snug">{rateError}</p>
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</div>
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)}
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{/* Template or Category */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">
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{isCounterpartyTemplate ? 'Motpartsmall' : template ? 'Mall' : 'Kategori'}
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</label>
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<div className="mt-1 flex items-center gap-2">
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<Badge variant="outline" className="text-sm py-1 px-3">
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{template ? template.name_sv : categoryLabel}
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</Badge>
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{onChangeTemplate && !isCounterpartyTemplate && (
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<button
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type="button"
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className="text-xs text-primary hover:underline"
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onClick={onChangeTemplate}
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>
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Byt mall
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</button>
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)}
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</div>
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{template && !isCounterpartyTemplate && (
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<p className="mt-1.5 text-xs font-mono text-muted-foreground">
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D: {formatAccountWithName(template.debit_account)} → K: {formatAccountWithName(template.credit_account)}
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</p>
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)}
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</div>
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{/* Template special rules */}
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{template?.special_rules_sv && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<p className="text-xs text-warning-foreground leading-snug">
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{template.special_rules_sv}
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</p>
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</div>
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)}
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{/* Deductibility note */}
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{template?.deductibility_note_sv && (
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<div className="rounded-lg border border-primary/20 bg-primary/[0.03] px-3 py-2">
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<p className="text-xs text-foreground leading-snug">
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{template.deductibility_note_sv}
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</p>
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</div>
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)}
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{/* Reverse charge warning */}
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{template?.requires_vat_registration_data && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<div className="flex items-start gap-2">
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<AlertTriangle className="h-3.5 w-3.5 text-warning-foreground flex-shrink-0 mt-0.5" />
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<p className="text-xs text-warning-foreground leading-snug">
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Omvänd skattskyldighet kräver leverantörens momsregistreringsnummer och land.
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</p>
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</div>
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</div>
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)}
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{/* Journal entry preview — hidden until we have a SEK conversion;
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otherwise we'd render a verifikation in the wrong currency. */}
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{!sekConversionMissing && !rateLoading && (
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<JournalEntryPreview
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amount={tx.amount}
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amountSek={sekAmount}
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{...(isCounterpartyTemplate
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? { linePattern: counterpartyLinePattern ?? undefined }
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: templateId && template
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? {
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templateDebitAccount: template.debit_account,
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templateCreditAccount: template.credit_account,
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templateVatRate: template.vat_rate,
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templateVatTreatment: template.vat_treatment,
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templateSupplierType: template.reverse_charge_supplier_type,
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}
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: { category, vatTreatment: isLiabilityAccount ? 'none' : vatTreatment, accountOverride, entityType }
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)}
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/>
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)}
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{/* Account & VAT — hidden for template bookings (accounts defined by the template) */}
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{!isTemplateBooking && (
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<>
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<div>
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<label className="text-sm font-medium text-muted-foreground">Konto</label>
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<div className="mt-1">
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<AccountCombobox
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value={accountOverride}
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accounts={accounts}
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onChange={handleAccountChange}
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/>
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</div>
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</div>
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<div>
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<label className="text-sm font-medium text-muted-foreground">Momsbehandling</label>
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<div className="mt-1">
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{isLiabilityAccount ? (
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<p className="text-sm text-muted-foreground">
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Ingen moms för skuld-/eget kapital-konton
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</p>
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) : showVatDropdown ? (
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<VatTreatmentSelect
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value={vatTreatment}
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onValueChange={setVatTreatment}
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/>
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) : (
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<p className="text-sm">
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{VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)?.label || 'Ingen moms'}
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{' '}
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<button
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type="button"
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className="text-xs text-primary hover:underline"
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onClick={() => setShowVatDropdown(true)}
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>
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Ändra
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</button>
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</p>
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)}
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</div>
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</div>
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</>
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)}
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{/* Document — either show the doc the inbox attached pre-categorize,
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or let the user upload one if none is attached yet. */}
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{preAttachedDocumentId ? (
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<div className="rounded-lg border flex items-center justify-between px-3 py-2.5 text-sm">
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<div className="flex items-center gap-2 min-w-0">
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<Paperclip className="h-4 w-4 text-muted-foreground shrink-0" />
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<span className="font-medium">Underlag bifogat</span>
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<span className="text-xs text-muted-foreground truncate">
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från dokumentinkorgen
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</span>
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</div>
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<button
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type="button"
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onClick={handleOpenAttachedDoc}
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disabled={isOpeningDoc}
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className="text-xs text-primary hover:underline shrink-0"
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>
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{isOpeningDoc ? 'Öppnar…' : 'Visa'}
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</button>
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</div>
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) : (
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<div className="rounded-lg border">
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<button
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type="button"
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onClick={() => setShowUploadZone(!showUploadZone)}
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className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
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>
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<div className="flex items-center gap-2">
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<Paperclip className="h-4 w-4 text-muted-foreground" />
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<span className="font-medium">Underlag</span>
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{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
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<span className="text-xs text-muted-foreground">
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{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
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</span>
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)}
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</div>
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{showUploadZone ? (
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<ChevronUp className="h-4 w-4 text-muted-foreground" />
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) : (
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<ChevronDown className="h-4 w-4 text-muted-foreground" />
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)}
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</button>
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{showUploadZone && (
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<div className="px-3 pb-3">
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<DocumentUploadZone
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files={uploadedFiles}
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onFilesChange={setUploadedFiles}
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compact
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/>
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</div>
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)}
|
|
</div>
|
|
)}
|
|
|
|
{error && (
|
|
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
{/* Actions */}
|
|
<div className="flex gap-2 pt-2">
|
|
<Button
|
|
variant="outline"
|
|
className="flex-1"
|
|
onClick={() => onOpenChange(false)}
|
|
disabled={isProcessing}
|
|
>
|
|
Avbryt
|
|
</Button>
|
|
<Button
|
|
className="flex-1"
|
|
onClick={handleConfirm}
|
|
disabled={
|
|
isProcessing ||
|
|
(!isTemplateBooking && !accountOverride) ||
|
|
rateLoading ||
|
|
sekConversionMissing
|
|
}
|
|
>
|
|
<Check className="mr-2 h-4 w-4" />
|
|
{isProcessing ? 'Bokför...' : rateLoading ? 'Hämtar växelkurs…' : 'Bokför'}
|
|
</Button>
|
|
</div>
|
|
</DialogContent>
|
|
</Dialog>
|
|
)
|
|
}
|