57d4359d1a
* feat(booking-templates): per-company opt-in hiding of system templates Users cannot delete or hide the 26 standard konteringspaket, which clutter the settings panel and every template picker. Deletion stays off the table (shared global rows); instead a company can now hide individual system templates for itself only. - New booking_template_hidden table (insert=hide, delete=unhide), RLS gated on active company + write role; nothing hidden by default - POST/DELETE /api/settings/booking-templates/[id]/hide (system templates only; company/team templates keep their real delete path) - List route decorates rows with per-company is_hidden; pickers filter them out; the settings panel shows hidden ones in a collapsed restore section so hiding is never silent - Classified in full-archive-export exclusions (UI preference, not rakenskapsinformation) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL * fix(booking-templates): idempotent re-hide, system-only RLS insert, hidden filter in bulk-book Skeptic + CodeRabbit findings on #2004, one pass: - hide upsert now passes ignoreDuplicates (DO NOTHING): the table has no UPDATE policy on purpose, so the DO UPDATE conflict arm turned a concurrent re-hide into an RLS 42501/500; pg test pins the conflict shape - bth_insert policy additionally requires the referenced template to be an active system template (migration is unmerged, edited in place); negative pg test for company templates - BulkBookDialog excludes templates hidden by the company (was reading the table directly and ignoring hides) - panel shows the failure toast when the hide/unhide fetch itself rejects - picker category chips built from the hidden-filtered list Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
571 lines
22 KiB
TypeScript
571 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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}
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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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/>
|
|
<span className="flex min-w-0 flex-1 flex-wrap items-baseline gap-x-3 gap-y-1">
|
|
<span className="truncate text-sm">{tt.name}</span>
|
|
<span className="text-xs text-muted-foreground">
|
|
{TEMPLATE_CATEGORY_LABELS[tt.category]}
|
|
{tt.entity_type !== 'all' && ` · ${entityLabels[tt.entity_type]}`}
|
|
</span>
|
|
{!isConvertible && (
|
|
<Badge variant="warning" className="px-1.5 py-0 text-[10px]">
|
|
{t('unconvertible_badge')}
|
|
</Badge>
|
|
)}
|
|
</span>
|
|
</button>
|
|
{canCustomize && onCustomize && (
|
|
<Button
|
|
variant="ghost"
|
|
size="icon"
|
|
onClick={() => onCustomize(tt)}
|
|
aria-label={t('customize')}
|
|
title={t('customize')}
|
|
className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
|
|
>
|
|
<Copy className="h-3.5 w-3.5" />
|
|
</Button>
|
|
)}
|
|
{canHide && onHide && (
|
|
<Button
|
|
variant="ghost"
|
|
size="icon"
|
|
onClick={() => onHide(tt)}
|
|
disabled={hidingId === tt.id}
|
|
aria-label={t('hide')}
|
|
title={t('hide')}
|
|
className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
|
|
>
|
|
{hidingId === tt.id ? (
|
|
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
|
) : (
|
|
<EyeOff className="h-3.5 w-3.5" />
|
|
)}
|
|
</Button>
|
|
)}
|
|
{canEdit && onEdit && (
|
|
<Button
|
|
variant="ghost"
|
|
size="icon"
|
|
onClick={() => onEdit(tt)}
|
|
aria-label={t('edit')}
|
|
title={t('edit')}
|
|
className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
|
|
>
|
|
<Pencil className="h-3.5 w-3.5" />
|
|
</Button>
|
|
)}
|
|
{canDelete && (
|
|
<Button
|
|
variant="ghost"
|
|
size="icon"
|
|
onClick={() => onDelete(tt.id)}
|
|
disabled={deletingId === tt.id}
|
|
aria-label={tCommon('delete')}
|
|
title={tCommon('delete')}
|
|
className="h-8 w-8 shrink-0 text-muted-foreground hover:text-destructive"
|
|
>
|
|
{deletingId === tt.id ? (
|
|
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
|
) : (
|
|
<Trash2 className="h-3.5 w-3.5" />
|
|
)}
|
|
</Button>
|
|
)}
|
|
</div>
|
|
{isExpanded && (
|
|
<div className="px-1 pb-3">
|
|
{tt.description && (
|
|
<p className="mb-2 text-xs text-muted-foreground">{tt.description}</p>
|
|
)}
|
|
<table className="w-full text-xs">
|
|
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
|
|
<tr className="border-b border-border">
|
|
<th className="w-14 py-1 text-left">{t('th_account')}</th>
|
|
<th className="py-1 text-left">{t('th_description')}</th>
|
|
<th className="w-16 py-1 text-center">{t('th_type')}</th>
|
|
<th className="w-12 py-1 text-right">{t('th_debit')}</th>
|
|
<th className="w-12 py-1 text-right">{t('th_credit')}</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody>
|
|
{tt.lines.map((line: BookingTemplateLibraryLine, i: number) => (
|
|
<tr key={i} className="border-b border-border last:border-0">
|
|
<td className="py-1 font-mono">{line.account}</td>
|
|
<td className="py-1">{line.label}</td>
|
|
<td className="py-1 text-center">
|
|
{line.type === 'vat' && line.vat_rate
|
|
? t('vat_with_rate', { rate: (line.vat_rate * 100).toFixed(0) })
|
|
: line.type === 'settlement' ? t('type_settlement') : t('type_cost_revenue')}
|
|
</td>
|
|
<td className="py-1 text-right">{line.side === 'debit' ? t('debit_short') : ''}</td>
|
|
<td className="py-1 text-right">{line.side === 'credit' ? t('credit_short') : ''}</td>
|
|
</tr>
|
|
))}
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
)}
|
|
</div>
|
|
)
|
|
})}
|
|
</div>
|
|
</SettingsGroup>
|
|
)
|
|
}
|