Files
accounted/components/bookkeeping/year-end/PreflightStep.tsx
T
Jakob Wennberg c62321988b feat(reconciliation,bokslut): underlag on a balansdag + persisted closing checklist (Reko bilagor, PR 2 + PR 3) (#1873)
* feat(reconciliation): underlag on a balansdag, the files behind a sign-off (Reko bilagor, PR 2)

A konsult attaches the kontoutdrag, engagemangsbesked or reskontralista an
account was reconciled against to (account_key, through_date), before or
after the sign-off, from every account body on the Avstämning page. Rows
live in account_reconciliation_attachments (append-only, removal stamp by
trigger, RLS like account_reconciliations), bytes in the documents bucket
under the company prefix so its RLS applies unchanged, and the full
archive copies them into bilagor/ with a hash manifest.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

* fix(reconciliation): literal selects and payload in the attachments store so the phantom-column scanner can read them

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

* feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3) (#1867)

* feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3)

The bokslut checklist is a catalogue in code with one state row per period
(bokslut_checklist_items): the steps the system can judge (sign-offs through
balansdagen, reskontra tie-outs, drafts, voucher gaps, trial balance) are
computed live and a stored row only overrides them; the manual steps are
the konsult's ticks, with who and when. It sits on the wizard's Kontroll
step and is dumped into the full archive.

A hole between fiscal years (one-file SIE migrations) is now named on the
bokslut readiness screen and on the import result screen, where the next
file is one click away. Non-adjacent period links are #1849's fix.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

* fix(bokslut): count unexplained voucher gaps, literal select and payload for the checklist store

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-25 09:34:05 +02:00

180 lines
6.3 KiB
TypeScript

'use client'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Skeleton } from '@/components/ui/skeleton'
import { QUIET_LINK_CLASS } from '@/components/ui/dry-table'
import { AlertTriangle, Info, XCircle } from 'lucide-react'
import Link from 'next/link'
import type { BokslutReadinessReport } from '@/lib/bokslut/readiness-aggregator'
import { BokslutChecklist } from './BokslutChecklist'
interface PreflightStepProps {
report: BokslutReadinessReport | null
isLoading: boolean
error: string | null
onContinue: () => void
}
/** A blocker as rendered: code is null for legacy responses without codes. */
interface DisplayBlocker {
code: string | null
message: string
}
/** Sans eyebrow section head with a trailing hairline (house idiom). */
function SectionHead({ icon, children }: { icon?: React.ReactNode; children: React.ReactNode }) {
return (
<div className="mb-1 flex items-center gap-2 px-1">
{icon}
<h3 className="font-sans text-xs font-medium uppercase tracking-wider text-muted-foreground">
{children}
</h3>
<div className="h-px flex-1 bg-border/60" />
</div>
)
}
export function PreflightStep({ report, isLoading, error, onContinue }: PreflightStepProps) {
if (isLoading) {
return (
<div className="space-y-3">
<Skeleton className="h-6 w-1/3" />
<Skeleton className="h-4 w-full" />
<Skeleton className="h-4 w-3/4" />
<Skeleton className="h-4 w-2/3" />
</div>
)
}
if (error) {
return <p className="py-4 text-sm text-destructive">{error}</p>
}
if (!report) {
return null
}
// A response cached from before blockerItems shipped only has the plain
// strings: fall back so blockers never disappear, just without links.
const blockerItems: DisplayBlocker[] =
report.blockerItems ?? report.blockers.map((message) => ({ code: null, message }))
return (
<div className="space-y-8">
{/* Period line: muted text for the normal state, chip only when the
period deviates (design.md: chips mark exceptions). */}
<div className="flex flex-wrap items-baseline justify-between gap-3 px-1">
<div className="flex items-baseline gap-3">
<h2 className="font-sans text-sm font-medium">{report.period.name}</h2>
<span className="text-xs tabular-nums text-muted-foreground">
{report.period.period_start} till {report.period.period_end}
</span>
</div>
{report.ready ? (
<span className="text-xs text-muted-foreground">Redo för bokslut</span>
) : (
<Badge variant="destructive" className="font-normal">Inte redo</Badge>
)}
</div>
{blockerItems.length > 0 && (
<section>
<SectionHead icon={<XCircle className="h-3.5 w-3.5 text-destructive" aria-hidden="true" />}>
Måste åtgärdas innan bokslut
</SectionHead>
{blockerItems.map((blocker, i) => (
<BlockerRow key={`${blocker.code ?? 'blocker'}-${i}`} blocker={blocker} />
))}
</section>
)}
{report.warnings.length > 0 && (
<section>
<SectionHead icon={<AlertTriangle className="h-3.5 w-3.5 text-attn" aria-hidden="true" />}>
Varningar
</SectionHead>
{report.warnings.map((warning, i) => (
<p key={i} className="border-b border-border/60 px-1 py-3 text-[13px] leading-5 last:border-b-0">
{warning}
</p>
))}
</section>
)}
<BokslutChecklist periodId={report.period.id} />
{report.reminders.length > 0 && (
<section>
<SectionHead icon={<Info className="h-3.5 w-3.5 text-muted-foreground" aria-hidden="true" />}>
Påminnelser
</SectionHead>
{report.reminders.map((reminder) => (
<div
key={reminder.code}
className="flex items-baseline justify-between gap-3 border-b border-border/60 px-1 py-3 text-[13px] leading-5 text-muted-foreground last:border-b-0"
>
<p className="flex-1">{reminder.message}</p>
{reminder.href && (
<Link href={reminder.href} className={QUIET_LINK_CLASS}>
Öppna
</Link>
)}
</div>
))}
</section>
)}
<div className="flex justify-end">
<Button variant="outline" size="sm" onClick={onContinue} disabled={!report.ready}>
Nästa: Periodiseringar
</Button>
</div>
</div>
)
}
/**
* Renders a blocker with a contextual action link derived from its stable
* machine code (YearEndBlockerCode). Codes without an existing remediation
* page (voucher gaps, sequence counter, period state) render as plain text:
* a link must never point at a page that does not exist. UNBOOKED_CHECK_FAILED
* is deliberately link-less too: the remedy is to re-run the check, not to
* visit a page.
*/
function BlockerRow({ blocker }: { blocker: DisplayBlocker }) {
let href: string | null = null
let actionLabel: string | null = null
if (blocker.code === 'DRAFT_ENTRIES') {
// The verifikat list has its own Utkast tab; it does not read a status
// query param, so the link goes to the plain list.
href = '/bookkeeping'
actionLabel = 'Visa utkast'
} else if (blocker.code === 'UNBOOKED_TRANSACTIONS') {
// Transaktionslistan is where an unbooked transaction is either booked or
// marked private, the two remedies the message names.
href = '/transactions'
actionLabel = 'Visa transaktioner'
} else if (blocker.code === 'TRIAL_BALANCE_UNBALANCED') {
href = '/reports/trial-balance'
actionLabel = 'Öppna saldobalansen'
} else if (blocker.code === 'CONTINUITY_MISMATCH') {
// Saldobalansen lists ingående och utgående saldo per konto: the closest
// existing surface for reviewing IB against prior-year UB.
href = '/reports/trial-balance'
actionLabel = 'Granska ingående balans'
}
return (
<div className="flex items-baseline justify-between gap-3 border-b border-border/60 px-1 py-3 text-[13px] leading-5 last:border-b-0">
<p className="flex-1">{blocker.message}</p>
{href && actionLabel && (
<Link href={href} className={QUIET_LINK_CLASS}>
{actionLabel}
</Link>
)}
</div>
)
}