* feat(company): ideell förening as a third legal form, behind a flag (#2072 step 1) Why the problem occurred: the legal form was modelled as a binary flag in ~300 files. `EntityType` was a two-member union, but nothing dispatched on it exhaustively: 28 sites defaulted `?? 'enskild_firma'` (invoice, categorize, match, stripe, invoice-inbox) or `?? 'aktiebolag'` (year-end, bokslut, MCP), and every form-dependent choice was an `=== 'aktiebolag' ? A : B` ternary. Widening the union compiled everywhere and changed nothing, so a förening would have booked as an enskild firma in the app and as an aktiebolag in bokslut and MCP, with no error anywhere. The lookup refused föreningar at the door (mapEntityType returned null), which is what the tester hit. What was removed or simplified: the silent defaults. One module, lib/company/entity-type.ts, now holds the list (ENTITY_TYPES), the parser (never defaults), the resolver (settings hint, then companies.entity_type, then throw) and `byEntityType`, whose Record arms make the compiler refuse the next widening until each site has an answer. The form-dependent facts (closing account, owner settlement account, calendar-year lock, default method, K1/K2 label, personnummer vs 16-prefix) live there once instead of in the ternaries. On the SQL side supported_entity_types() replaces four copies of the literal list in the create RPCs. Why this shape and not the proposed one: the tracker asked for the enum widening plus a chart; that alone was the dangerous version (compiles, books wrong). Bundling stiftelse was considered and dropped: identical plumbing but no chart block. Creation sits behind NEXT_PUBLIC_IDEELL_FORENING_ENABLED so the CHECK, RPCs and seed can ship now and the first partner is switched on without a migration; the flag goes when Phase 2 (packs, INK3, årsbokslut, Swish) lands on the tracker. Domain choices (DECISIONS.md 2026-09-08, verify with an accountant before Phase 2): result closes to 2069 with 2068 as prior-year carry; no owner accounts, member settlement on 2890; accrual default; brutet räkenskapsår allowed; K1 label for the 5 000 kr accrual threshold (BFNAR 2010:1); org number gets the 16 prefix. Migration 20260908110835 widens the three CHECK constraints, adds supported_entity_types(), re-creates the three create RPCs with the widened guard and adds the förening block to seed_chart_of_accounts. Applied to staging and covered by ideell-forening-entity-type.pg.test.ts. Part of #2072 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PdGafpUA7jVV1oYjkwfQCh * fix(company): close the förening paths the skeptic refuted (#2072) Five refutations from the /skeptic pass on 7a05c54d2, each fixed at the shared definition rather than the reported site: 1. Privately paid supplier invoices and the utlägg dialog resolved the owner account in lib/expenses/payer.ts with its own AB/EF ternary, so a förening member's invoice was built on 2893 and then refused by the expense-claim service (which already said 2890), burning an ankomstnummer. The helper now uses ownerSettlementAccount. 2. Booking templates substitute their `_ab` accounts only for an aktiebolag; the `private_expense` template kept its base 2013 for a förening. Template accounts now resolve through templateAccountForForm: EF base, AB override, förening base with owner accounts translated to 2890 (booking-templates.ts and proposal-lines.ts share it). 3. A VAT-registered förening with helårsmoms got no momsdeklaration deadline: the annual VAT rule bailed on anything but AB/EF. A förening is a juridisk person and follows the räkenskapsår schedule (SFL 26 kap 33 §), so the rule now keys on fiscalYearLockedToCalendar instead of the two literals; same in the MCP VAT report. 4. 2069 would have accumulated across years: the year-open omföring was AB-only with 2099/2098 hard-coded. planResultAppropriation now takes the pair from resultClosingAccounts (AB 2099 -> 2098, förening 2069 -> 2068) and skips forms with no carry (EF). 5. With the flag off, a registry lookup that returned "Ideell förening" was prefilled into the onboarding journey, the form picker was skipped and the create step answered "Ogiltig företagsform" with no way back. The journey, the BankID picker, the onboarding page and the MCP lookup now use mapSetupEntityType, which maps only creatable forms, so a flagged-off form falls through to the picker as before. Also: form picker keeps its AB-first order; tests for each fix. Part of #2072 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PdGafpUA7jVV1oYjkwfQCh * chore(migrations): move ideell förening migration after main's latest version (20260908143051) Two migrations landed on main after the branch forked; a lower version would be skipped by the merge-time apply. Staging history row renamed to match. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PdGafpUA7jVV1oYjkwfQCh * chore(skills): regenerate accounted-api reference for the widened entity_type enum Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PdGafpUA7jVV1oYjkwfQCh --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
572 lines
22 KiB
TypeScript
572 lines
22 KiB
TypeScript
'use client'
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import { useLocale, useTranslations } from 'next-intl'
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import { useState, useEffect, useRef } 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 { HelpPopover } from '@/components/ui/help-popover'
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import { useToast } from '@/components/ui/use-toast'
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import {
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Dialog,
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DialogContent,
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DialogHeader,
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DialogTitle,
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DialogTrigger,
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} from '@/components/ui/dialog'
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import { SettingsGroup } from '@/components/settings/SettingsRows'
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import { Loader2, Trash2, Plus, ChevronDown, Download, Upload, Pencil, Copy, Eye, EyeOff } from 'lucide-react'
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import { TEMPLATE_CATEGORY_LABELS, convertLibraryToBookingTemplate } from '@/lib/bookkeeping/template-library'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import { TemplateForm } from '@/components/settings/TemplateForm'
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import { downloadFile } from '@/lib/browser/download-file'
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import type { ErrorLocale } from '@/lib/errors/get-error-message'
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import { cn } from '@/lib/utils'
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import type { BookingTemplateLibrary, BookingTemplateLibraryLine } from '@/types'
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import { invalidateReferenceData } from '@/lib/reference-data/invalidate'
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import { useBookingTemplates } from '@/lib/reference-data/hooks'
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export function BookingTemplatesPanel() {
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const t = useTranslations('settings_booking_templates')
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const locale = useLocale() as ErrorLocale
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const { toast } = useToast()
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const { canWrite } = useCanWrite()
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const ENTITY_LABELS: Record<string, string> = {
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all: t('entity_all'),
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enskild_firma: t('entity_enskild_firma'),
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aktiebolag: t('entity_aktiebolag'),
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ideell_forening: t('entity_ideell_forening'),
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}
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// The panel renders the same session-cached list the pickers use
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// (lib/reference-data); every write below invalidates it so registry and
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// pickers can never disagree.
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const { templates, isLoading, error: templatesError } = useBookingTemplates()
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const [deletingId, setDeletingId] = useState<string | null>(null)
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const [hidingId, setHidingId] = useState<string | null>(null)
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const [showHidden, setShowHidden] = useState(false)
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const [expandedId, setExpandedId] = useState<string | null>(null)
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const [showCreate, setShowCreate] = useState(false)
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const [isExporting, setIsExporting] = useState(false)
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// Shared dialog for editing a company/team template or customizing (duplicating)
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// a read-only system template. Mode is derived from is_system.
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const [activeTemplate, setActiveTemplate] = useState<BookingTemplateLibrary | null>(null)
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const importRef = useRef<HTMLInputElement>(null)
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useEffect(() => {
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if (templatesError) toast({ title: t('toast_fetch_failed'), variant: 'destructive' })
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}, [templatesError, toast, t])
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const refreshTemplates = () => {
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void invalidateReferenceData('ref:booking-templates')
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}
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async function handleDelete(id: string) {
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setDeletingId(id)
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try {
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const res = await fetch('/api/settings/booking-templates', {
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method: 'DELETE',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ id }),
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})
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if (!res.ok) {
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toast({ title: t('toast_delete_failed'), variant: 'destructive' })
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return
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}
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// This list and every picker read the session cache: refresh it.
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void invalidateReferenceData('ref:booking-templates')
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toast({ title: t('toast_deleted') })
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} finally {
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setDeletingId(null)
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}
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}
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// Hide/unhide a system template for the current company only. Opt-in per
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// company: hidden templates stay listed in the collapsed section below so
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// nothing ever disappears silently.
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async function handleToggleHidden(id: string, hide: boolean) {
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setHidingId(id)
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try {
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const res = await fetch(`/api/settings/booking-templates/${id}/hide`, {
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method: hide ? 'POST' : 'DELETE',
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})
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if (!res.ok) {
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toast({
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title: hide ? t('toast_hide_failed') : t('toast_unhide_failed'),
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variant: 'destructive',
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})
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return
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}
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void invalidateReferenceData('ref:booking-templates')
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toast({ title: hide ? t('toast_hidden') : t('toast_unhidden') })
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} catch {
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// fetch itself rejected (network); same failure toast as a non-ok status.
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toast({
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title: hide ? t('toast_hide_failed') : t('toast_unhide_failed'),
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variant: 'destructive',
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})
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} finally {
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setHidingId(null)
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}
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}
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async function handleExport() {
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// The button is disabled while a run is in flight; this also covers the
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// keyboard/double-click race before React has re-rendered it.
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if (isExporting) return
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setIsExporting(true)
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try {
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const result = await downloadFile({
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url: '/api/settings/booking-templates/export',
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filename: 'bokforingsmallar.json',
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locale,
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})
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// Success is silent on purpose: the saved file is the feedback. On
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// failure nothing was written to disk, so exactly one toast tells the
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// user why. Never two: TOAST_LIMIT is 1, so a second toast in the same
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// tick evicts the first and only the last one is ever rendered.
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if (!result.ok) {
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toast({
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title: t('toast_export_failed'),
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description:
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result.reason === 'timeout' ? t('toast_export_timeout') : result.message,
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variant: 'destructive',
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})
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}
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} finally {
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setIsExporting(false)
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}
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}
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async function handleImport(e: React.ChangeEvent<HTMLInputElement>) {
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const file = e.target.files?.[0]
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if (!file) return
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try {
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const text = await file.text()
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const payload = JSON.parse(text)
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const res = await fetch('/api/settings/booking-templates/import', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(payload),
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})
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const json = await res.json()
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if (!res.ok) {
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toast({ title: t('toast_import_error'), description: json.error || t('toast_import_generic'), variant: 'destructive' })
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return
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}
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toast({ title: t('toast_import_done'), description: t('toast_import_count', { count: json.imported }) })
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refreshTemplates()
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} catch {
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toast({ title: t('toast_import_error'), description: t('toast_invalid_file'), variant: 'destructive' })
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} finally {
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// Reset input so same file can be imported again
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if (importRef.current) importRef.current.value = ''
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}
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}
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// Group templates by scope. Hidden system templates get their own collapsed
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// section instead of vanishing: the hide feature is per-company and always
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// reversible from here.
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const systemTemplates = templates.filter((tt) => tt.is_system && !tt.is_hidden)
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const hiddenSystemTemplates = templates.filter((tt) => tt.is_system && tt.is_hidden)
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const teamTemplates = templates.filter((tt) => tt.team_id && !tt.is_system)
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const companyTemplates = templates.filter((tt) => tt.company_id && !tt.is_system)
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// Names of existing company templates: used for a soft "name already exists"
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// hint when creating or customizing (never blocks save).
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const companyTemplateNames = companyTemplates.map((tt) => tt.name)
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return (
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<>
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<SettingsGroup>
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{/* Group eyebrow with the panel's actions on the right: export/import as
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quiet buttons, "Ny mall" as the one pill. The old card description
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lives behind the "?". */}
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<div className="flex flex-wrap items-center justify-between gap-x-4 gap-y-2 px-1">
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<p className="flex items-center gap-2 text-[11px] font-medium uppercase tracking-wider text-muted-foreground">
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<span>{t('title')}</span>
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<HelpPopover className="shrink-0">{t('description')}</HelpPopover>
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</p>
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{canWrite && (
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<div className="flex shrink-0 items-center gap-1">
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<Button
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variant="outline"
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size="sm"
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onClick={handleExport}
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disabled={isExporting}
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className="text-muted-foreground hover:text-foreground"
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>
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{isExporting ? (
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<Loader2 className="mr-1.5 h-3.5 w-3.5 animate-spin" />
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) : (
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<Download className="mr-1.5 h-3.5 w-3.5" />
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)}
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{t('export')}
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</Button>
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<Button
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variant="outline"
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size="sm"
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onClick={() => importRef.current?.click()}
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className="text-muted-foreground hover:text-foreground"
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>
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<Upload className="mr-1.5 h-3.5 w-3.5" />
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{t('import')}
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</Button>
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<input
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ref={importRef}
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type="file"
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accept=".json"
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className="hidden"
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onChange={handleImport}
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/>
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<Dialog open={showCreate} onOpenChange={setShowCreate}>
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<DialogTrigger asChild>
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<Button size="sm">
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<Plus className="mr-1.5 h-3.5 w-3.5" />
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{t('new_template')}
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</Button>
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</DialogTrigger>
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<DialogContent className="max-w-lg">
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<DialogHeader>
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<DialogTitle>{t('create_dialog_title')}</DialogTitle>
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</DialogHeader>
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<TemplateForm
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mode="create"
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entityLabels={ENTITY_LABELS}
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duplicateNamePool={companyTemplateNames}
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onSaved={() => {
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setShowCreate(false)
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refreshTemplates()
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}}
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/>
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</DialogContent>
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</Dialog>
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</div>
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)}
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</div>
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{isLoading ? (
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<div className="flex items-center justify-center py-12">
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<Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
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</div>
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) : templates.length === 0 ? (
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<p className="py-12 text-center text-sm text-muted-foreground">
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{t('empty_state')}
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</p>
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) : null}
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</SettingsGroup>
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{!isLoading && templates.length > 0 && (
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<>
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{/* System templates */}
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{systemTemplates.length > 0 && (
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<TemplateSection
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title={t('section_system')}
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templates={systemTemplates}
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expandedId={expandedId}
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onToggle={setExpandedId}
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deletingId={deletingId}
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onDelete={handleDelete}
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canDelete={false}
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canEdit={false}
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canCustomize={canWrite}
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onCustomize={setActiveTemplate}
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canHide={canWrite}
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onHide={(tt) => handleToggleHidden(tt.id, true)}
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hidingId={hidingId}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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{/* Hidden system templates: collapsed by default, restore per row.
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Kept visible as a section so hiding is never silent. */}
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{hiddenSystemTemplates.length > 0 && (
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<SettingsGroup>
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<button
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type="button"
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onClick={() => setShowHidden((v) => !v)}
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aria-expanded={showHidden}
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className="flex items-center gap-2 px-1 text-[11px] font-medium uppercase tracking-wider text-muted-foreground"
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>
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<ChevronDown
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className={cn('h-4 w-4 shrink-0 transition-transform', !showHidden && '-rotate-90')}
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/>
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<span>{t('section_hidden')}</span>
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<span className="tabular-nums">{hiddenSystemTemplates.length}</span>
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</button>
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{showHidden && (
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<div>
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{hiddenSystemTemplates.map((tt) => (
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<div
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key={tt.id}
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className="flex items-center gap-3 border-b border-border px-1 py-3 transition-colors duration-150 hover:bg-secondary/60"
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>
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<span className="flex min-w-0 flex-1 flex-wrap items-baseline gap-x-3 gap-y-1">
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<span className="truncate text-sm text-muted-foreground">{tt.name}</span>
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<span className="text-xs text-muted-foreground">
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{TEMPLATE_CATEGORY_LABELS[tt.category]}
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{tt.entity_type !== 'all' && ` · ${ENTITY_LABELS[tt.entity_type]}`}
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</span>
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</span>
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{canWrite && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => handleToggleHidden(tt.id, false)}
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disabled={hidingId === tt.id}
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aria-label={t('unhide')}
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title={t('unhide')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
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>
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{hidingId === tt.id ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<Eye className="h-3.5 w-3.5" />
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)}
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</Button>
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)}
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</div>
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))}
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</div>
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)}
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</SettingsGroup>
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)}
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{/* Team templates */}
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{teamTemplates.length > 0 && (
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<TemplateSection
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title={t('section_team')}
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templates={teamTemplates}
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expandedId={expandedId}
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onToggle={setExpandedId}
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deletingId={deletingId}
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onDelete={handleDelete}
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canDelete={canWrite}
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canEdit={canWrite}
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onEdit={setActiveTemplate}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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{/* Company templates */}
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{companyTemplates.length > 0 && (
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<TemplateSection
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title={t('section_company')}
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templates={companyTemplates}
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expandedId={expandedId}
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onToggle={setExpandedId}
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deletingId={deletingId}
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onDelete={handleDelete}
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canDelete={canWrite}
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canEdit={canWrite}
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onEdit={setActiveTemplate}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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</>
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)}
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{/* Shared edit / customize dialog. Editing a company or team template uses
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PUT; customizing a read-only system template creates a company-scoped
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copy via POST. The form is keyed by template id so it re-seeds state when
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switching between rows. */}
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<Dialog open={!!activeTemplate} onOpenChange={(open) => { if (!open) setActiveTemplate(null) }}>
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<DialogContent className="max-w-lg">
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<DialogHeader>
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<DialogTitle>
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{activeTemplate?.is_system ? t('customize_dialog_title') : t('edit_dialog_title')}
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</DialogTitle>
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</DialogHeader>
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{activeTemplate && (
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<TemplateForm
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key={activeTemplate.id}
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mode={activeTemplate.is_system ? 'duplicate' : 'edit'}
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initialTemplate={activeTemplate}
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entityLabels={ENTITY_LABELS}
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duplicateNamePool={companyTemplateNames}
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onSaved={() => {
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setActiveTemplate(null)
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refreshTemplates()
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}}
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/>
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)}
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</DialogContent>
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</Dialog>
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</>
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)
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}
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function TemplateSection({
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title,
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templates,
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expandedId,
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onToggle,
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deletingId,
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onDelete,
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canDelete,
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canEdit = false,
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canCustomize = false,
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canHide = false,
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onEdit,
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onCustomize,
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onHide,
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hidingId = null,
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entityLabels,
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}: {
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title: string
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templates: BookingTemplateLibrary[]
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expandedId: string | null
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onToggle: (id: string | null) => void
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deletingId: string | null
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onDelete: (id: string) => void
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canDelete: boolean
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canEdit?: boolean
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canCustomize?: boolean
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canHide?: boolean
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onEdit?: (template: BookingTemplateLibrary) => void
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onCustomize?: (template: BookingTemplateLibrary) => void
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onHide?: (template: BookingTemplateLibrary) => void
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hidingId?: string | null
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entityLabels: Record<string, string>
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}) {
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const t = useTranslations('settings_booking_templates')
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const tCommon = useTranslations('common')
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return (
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<SettingsGroup>
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{/* Origin eyebrow with count; mirrors SettingsGroup's label line. */}
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<p className="flex items-center gap-2 px-1 text-[11px] font-medium uppercase tracking-wider text-muted-foreground">
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<span>{title}</span>
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<span className="tabular-nums">{templates.length}</span>
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</p>
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<div>
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{templates.map((tt) => {
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const isExpanded = expandedId === tt.id
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const isConvertible = convertLibraryToBookingTemplate(tt) !== null
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return (
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<div key={tt.id} className="border-b border-border">
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<div className="flex items-center gap-3 px-1 py-3 transition-colors duration-150 hover:bg-secondary/60">
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<button
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type="button"
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onClick={() => onToggle(isExpanded ? null : tt.id)}
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aria-expanded={isExpanded}
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className="flex min-w-0 flex-1 items-center gap-3 text-left"
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>
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<ChevronDown
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className={cn(
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'h-4 w-4 shrink-0 text-muted-foreground transition-transform',
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!isExpanded && '-rotate-90',
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)}
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/>
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<span className="flex min-w-0 flex-1 flex-wrap items-baseline gap-x-3 gap-y-1">
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<span className="truncate text-sm">{tt.name}</span>
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<span className="text-xs text-muted-foreground">
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{TEMPLATE_CATEGORY_LABELS[tt.category]}
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{tt.entity_type !== 'all' && ` · ${entityLabels[tt.entity_type]}`}
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</span>
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{!isConvertible && (
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<Badge variant="warning" className="px-1.5 py-0 text-[10px]">
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{t('unconvertible_badge')}
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</Badge>
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)}
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</span>
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</button>
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{canCustomize && onCustomize && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => onCustomize(tt)}
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aria-label={t('customize')}
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title={t('customize')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
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>
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<Copy className="h-3.5 w-3.5" />
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</Button>
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)}
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{canHide && onHide && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => onHide(tt)}
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disabled={hidingId === tt.id}
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aria-label={t('hide')}
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title={t('hide')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
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>
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{hidingId === tt.id ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<EyeOff className="h-3.5 w-3.5" />
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)}
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</Button>
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)}
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{canEdit && onEdit && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => onEdit(tt)}
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aria-label={t('edit')}
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title={t('edit')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
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>
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<Pencil className="h-3.5 w-3.5" />
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</Button>
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)}
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{canDelete && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => onDelete(tt.id)}
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disabled={deletingId === tt.id}
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aria-label={tCommon('delete')}
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title={tCommon('delete')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-destructive"
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>
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{deletingId === tt.id ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<Trash2 className="h-3.5 w-3.5" />
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)}
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</Button>
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)}
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</div>
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{isExpanded && (
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<div className="px-1 pb-3">
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{tt.description && (
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<p className="mb-2 text-xs text-muted-foreground">{tt.description}</p>
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)}
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<table className="w-full text-xs">
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<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
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<tr className="border-b border-border">
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<th className="w-14 py-1 text-left">{t('th_account')}</th>
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<th className="py-1 text-left">{t('th_description')}</th>
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<th className="w-16 py-1 text-center">{t('th_type')}</th>
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<th className="w-12 py-1 text-right">{t('th_debit')}</th>
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<th className="w-12 py-1 text-right">{t('th_credit')}</th>
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</tr>
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</thead>
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<tbody>
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{tt.lines.map((line: BookingTemplateLibraryLine, i: number) => (
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<tr key={i} className="border-b border-border last:border-0">
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<td className="py-1 font-mono">{line.account}</td>
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<td className="py-1">{line.label}</td>
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<td className="py-1 text-center">
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{line.type === 'vat' && line.vat_rate
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? t('vat_with_rate', { rate: (line.vat_rate * 100).toFixed(0) })
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: line.type === 'settlement' ? t('type_settlement') : t('type_cost_revenue')}
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</td>
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<td className="py-1 text-right">{line.side === 'debit' ? t('debit_short') : ''}</td>
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<td className="py-1 text-right">{line.side === 'credit' ? t('credit_short') : ''}</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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)}
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</div>
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)
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})}
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</div>
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</SettingsGroup>
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)
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}
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