3ee3565d6d
Final consumer migration of the responsiveness plan: the 35 files still fetching fiscal periods, settings, accounts, cash accounts, dimensions or templates on their own now read lib/reference-data, and every client write site invalidates the shared cache instead of refetching locally. Settings and registries: FiscalYearsManager, FiscalPeriodEditor (period snapshotted once per company so a revalidation cannot reset dates being edited), BookingTemplatesPanel, ChartOfAccounts, ChartOfAccountsManager, EditAccountDialog, CorrectionEntryDialog, StrikeLinesDialog, InvoicePaymentAccountsSettings; the dimensions registry (DimensionsManager, DimensionCombobox, LineDimensionFields, DimensionFilter, bookkeeping/[id]) reads useDimensions and the ad-hoc fetchDimensions/fetchDimensionsCached helpers are deleted. Pages and pickers: CashAccountSelector (FyPicker-shaped restore, once per company load), use-account-names, FiscalYearGapNotice, OpeningBalancePeriodStep, BankFileConfirmStep, ImportReviewStep, the import page (invalidates accounts + periods after a SIE execute), customers list, invoices list + detail, pending, salary employee, asset dispose, year-end and periodisering pages (invalidate periods after closing), reports DimensionPnlView (its pivot picker read the wrong payload key and was always empty; it now populates), SkatteverketPanel, TemplatePicker, ArticleForm (vat_registered). Invoice dialogs and extensions: SendInvoiceDialog, PaymentBookingDialog (init reduced to the credit-note lookup + catalogue, proposal and voucher preview fire on open when cached; a local getSession replaces the network getUser for the fallback CC), InvoiceInboxWorkspace, TicWorkspace, ArcimMigrationWorkspace (invalidates after each SIE import step), enable-banking AccountPickerDialog. raw-reference-fetch ratchet: 35 -> 0 files. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
203 lines
8.0 KiB
TypeScript
203 lines
8.0 KiB
TypeScript
'use client'
|
|
|
|
import { useState, useEffect, useCallback, useRef } from 'react'
|
|
import { useFiscalPeriods } from '@/lib/reference-data/hooks'
|
|
import { Card, CardContent, CardHeader, CardTitle, CardDescription } from '@/components/ui/card'
|
|
import { Button } from '@/components/ui/button'
|
|
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
|
|
import { Label } from '@/components/ui/label'
|
|
import { AlertCircle, Loader2, CheckCircle2 } from 'lucide-react'
|
|
|
|
interface EditableRow {
|
|
id: string
|
|
account_number: string
|
|
account_name: string
|
|
debit_amount: number
|
|
credit_amount: number
|
|
}
|
|
|
|
interface OpeningBalancePeriodStepProps {
|
|
rows: EditableRow[]
|
|
/** `replace` is true when the selected period already has opening balances
|
|
* (the existing IB verifikat will be stornoed and replaced). */
|
|
onExecute: (fiscalPeriodId: string, replace: boolean) => void
|
|
onBack: () => void
|
|
isLoading: boolean
|
|
error: string | null
|
|
}
|
|
|
|
export default function OpeningBalancePeriodStep({
|
|
rows,
|
|
onExecute,
|
|
onBack,
|
|
isLoading,
|
|
error,
|
|
}: OpeningBalancePeriodStepProps) {
|
|
// Session-cached period list (lib/reference-data).
|
|
const { periods, isLoading: loadingPeriods } = useFiscalPeriods()
|
|
const [selectedPeriodId, setSelectedPeriodId] = useState<string>('')
|
|
// Auto-select the first open period without OB once per load, never again
|
|
// on a background refresh of the list (that would override a user pick).
|
|
const autoSelectedRef = useRef(false)
|
|
|
|
// Compute totals
|
|
let totalDebit = 0
|
|
let totalCredit = 0
|
|
for (const row of rows) {
|
|
totalDebit = Math.round((totalDebit + row.debit_amount) * 100) / 100
|
|
totalCredit = Math.round((totalCredit + row.credit_amount) * 100) / 100
|
|
}
|
|
// Compare in whole öre, mirroring the engine's validateBalance: a float
|
|
// epsilon like (< 0.01) would misclassify exact 1-öre imbalances as
|
|
// balanced, since e.g. 0.03 - 0.02 evaluates to just under 0.01.
|
|
const balanceDiff = Math.round((totalDebit - totalCredit) * 100) / 100
|
|
const isBalanced = Math.round((totalDebit - totalCredit) * 100) === 0
|
|
|
|
useEffect(() => {
|
|
if (loadingPeriods || autoSelectedRef.current) return
|
|
autoSelectedRef.current = true
|
|
const openPeriod = periods.find(
|
|
(p) => !p.is_closed && !p.locked_at && !p.opening_balances_set,
|
|
)
|
|
if (openPeriod) setSelectedPeriodId(openPeriod.id)
|
|
}, [periods, loadingPeriods])
|
|
|
|
const selectedPeriod = periods.find((p) => p.id === selectedPeriodId)
|
|
const periodHasOB = !!selectedPeriod?.opening_balances_set
|
|
const periodIsClosed = selectedPeriod?.is_closed
|
|
const periodIsLocked = !!selectedPeriod?.locked_at
|
|
|
|
// A period that already has IB can still be corrected, as long as it is open
|
|
// and unlocked: the existing IB verifikat is stornoed and replaced.
|
|
const canExecute =
|
|
!!selectedPeriodId &&
|
|
!periodIsClosed &&
|
|
!periodIsLocked &&
|
|
isBalanced &&
|
|
!isLoading
|
|
|
|
const handleExecute = useCallback(() => {
|
|
if (canExecute) {
|
|
onExecute(selectedPeriodId, periodHasOB)
|
|
}
|
|
}, [canExecute, selectedPeriodId, periodHasOB, onExecute])
|
|
|
|
return (
|
|
<Card>
|
|
<CardHeader>
|
|
<CardTitle>Välj räkenskapsperiod</CardTitle>
|
|
<CardDescription>
|
|
Välj vilken räkenskapsperiod de ingående balanserna ska bokföras på.
|
|
</CardDescription>
|
|
</CardHeader>
|
|
<CardContent className="space-y-6">
|
|
{/* Period selector */}
|
|
<div className="space-y-2">
|
|
<Label>Räkenskapsperiod</Label>
|
|
{loadingPeriods ? (
|
|
<div className="flex items-center gap-2 text-sm text-muted-foreground py-2">
|
|
<Loader2 className="h-4 w-4 animate-spin" />
|
|
Hämtar perioder...
|
|
</div>
|
|
) : periods.length === 0 ? (
|
|
<div className="flex items-start gap-3 rounded-lg border border-border bg-muted/30 px-4 py-3">
|
|
<AlertCircle className="h-4 w-4 text-warning mt-0.5 shrink-0" />
|
|
<p className="text-sm text-warning">
|
|
Inga räkenskapsperioder hittades. Skapa en räkenskapsperiod under Bokföring först.
|
|
</p>
|
|
</div>
|
|
) : (
|
|
<Select value={selectedPeriodId} onValueChange={setSelectedPeriodId}>
|
|
<SelectTrigger>
|
|
<SelectValue placeholder="Välj period" />
|
|
</SelectTrigger>
|
|
<SelectContent>
|
|
{periods.map((p) => (
|
|
<SelectItem key={p.id} value={p.id} disabled={p.is_closed || !!p.locked_at}>
|
|
{p.name} ({p.period_start} till {p.period_end})
|
|
{p.opening_balances_set && ', har redan IB'}
|
|
{p.is_closed && ', stängd'}
|
|
{p.locked_at && !p.is_closed && ', låst'}
|
|
</SelectItem>
|
|
))}
|
|
</SelectContent>
|
|
</Select>
|
|
)}
|
|
</div>
|
|
|
|
{/* Replace notice: selecting a period that already has IB corrects it */}
|
|
{periodHasOB && !periodIsClosed && !periodIsLocked && (
|
|
<div className="flex items-start gap-3 rounded-lg border border-border bg-muted/30 px-4 py-3">
|
|
<AlertCircle className="h-4 w-4 text-warning mt-0.5 shrink-0" />
|
|
<p className="text-sm text-warning">
|
|
Denna period har redan ingående balanser. Om du fortsätter makuleras (stornas) den
|
|
befintliga IB-verifikationen och en ny bokförs med beloppen nedan.
|
|
</p>
|
|
</div>
|
|
)}
|
|
|
|
{/* Summary */}
|
|
<div className="rounded-lg border bg-muted/30 p-4 space-y-3">
|
|
<h4 className="text-sm font-medium">Sammanfattning</h4>
|
|
<div className="grid grid-cols-2 gap-y-2 text-sm">
|
|
<span className="text-muted-foreground">Antal konton:</span>
|
|
<span className="tabular-nums text-right">{rows.length}</span>
|
|
<span className="text-muted-foreground">Total debet:</span>
|
|
<span className="tabular-nums text-right">
|
|
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
|
|
</span>
|
|
<span className="text-muted-foreground">Total kredit:</span>
|
|
<span className="tabular-nums text-right">
|
|
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
|
|
</span>
|
|
</div>
|
|
{isBalanced ? (
|
|
<div className="flex items-center gap-2 pt-1 border-t text-sm">
|
|
<CheckCircle2 className="h-4 w-4 text-success" />
|
|
<span className="text-success font-medium">Balanserar</span>
|
|
</div>
|
|
) : (
|
|
<div className="flex items-center gap-2 pt-1 border-t text-sm">
|
|
<AlertCircle className="h-4 w-4 text-destructive shrink-0" />
|
|
<span className="text-destructive font-medium">
|
|
Balanserar inte (differens{' '}
|
|
<span className="tabular-nums">
|
|
{balanceDiff.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
|
|
</span>{' '}
|
|
SEK)
|
|
</span>
|
|
</div>
|
|
)}
|
|
</div>
|
|
|
|
{/* Error */}
|
|
{error && (
|
|
<div className="flex items-start gap-3 rounded-lg border border-destructive/30 bg-destructive/5 px-4 py-3">
|
|
<AlertCircle className="h-4 w-4 text-destructive mt-0.5 shrink-0" />
|
|
<p className="text-sm text-destructive">{error}</p>
|
|
</div>
|
|
)}
|
|
|
|
{/* Actions */}
|
|
<div className="flex justify-between pt-2">
|
|
<Button variant="ghost" onClick={onBack} disabled={isLoading}>
|
|
Tillbaka
|
|
</Button>
|
|
<Button onClick={handleExecute} disabled={!canExecute}>
|
|
{isLoading ? (
|
|
<>
|
|
<Loader2 className="h-4 w-4 animate-spin mr-2" />
|
|
{periodHasOB ? 'Ersätter...' : 'Bokför...'}
|
|
</>
|
|
) : periodHasOB ? (
|
|
'Ersätt ingående balanser'
|
|
) : (
|
|
'Bokför ingående balanser'
|
|
)}
|
|
</Button>
|
|
</div>
|
|
</CardContent>
|
|
</Card>
|
|
)
|
|
}
|