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>
580 lines
21 KiB
TypeScript
580 lines
21 KiB
TypeScript
'use client'
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import { useEffect, useMemo, useRef, useState } from 'react'
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import { useTranslations } from 'next-intl'
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import { Button } from '@/components/ui/button'
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import { BankNameCombobox } from '@/components/settings/BankNameCombobox'
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import {
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SettingsGroup,
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SettingsInput,
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SettingsRow,
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SettingsRowEnd,
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SettingsRowNote,
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SettingsSeg,
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SettingsSelect,
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} from '@/components/settings/SettingsRows'
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import { useToast } from '@/components/ui/use-toast'
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import { useCompany } from '@/contexts/CompanyContext'
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import { useCashAccounts } from '@/lib/reference-data/hooks'
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import { createClient } from '@/lib/supabase/client'
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import { formatIbanGroups, uniqueConnectionIban } from '@/lib/company/connection-iban'
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import { bankgiroFromTicSnapshot } from '@/lib/company/snapshot-bank'
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import { formatBankgiroNumber, validateBankgiroNumber, validatePlusgiroNumber } from '@/lib/bankgiro/luhn'
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import { getErrorMessage as getUserErrorMessage } from '@/lib/errors/get-error-message'
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import {
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INVOICE_PAYMENT_ACCOUNT_CURRENCIES,
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bankCodeLabelKey,
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hasNonIbanForeignRouting,
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isNonIbanCurrency,
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legacySekInvoicePaymentAccount,
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normalizeInvoicePaymentAccount,
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} from '@/lib/invoices/payment-accounts'
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import { isValidSwish, normaliseSwish } from '@/lib/payments/swish'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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import type {
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CompanySettings,
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Currency,
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InvoicePaymentAccount,
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} from '@/types'
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interface InvoicePaymentAccountsSettingsProps {
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settings: CompanySettings
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onUpdate: (updates: Partial<CompanySettings>) => void
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}
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const EMPTY_ACCOUNT: InvoicePaymentAccount = {
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bank_name: null,
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clearing_number: null,
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account_number: null,
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bankgiro: null,
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plusgiro: null,
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swish: null,
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iban: null,
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bic: null,
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bank_code: null,
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foreign_account_number: null,
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}
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function initialAccounts(
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paymentAccounts: CompanySettings['invoice_payment_accounts'],
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legacySekAccount: InvoicePaymentAccount,
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): Partial<Record<Currency, InvoicePaymentAccount>> {
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const configured = Object.fromEntries(
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Object.entries(paymentAccounts ?? {}).map(([currency, account]) => [
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currency,
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normalizeInvoicePaymentAccount(account),
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]),
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) as Partial<Record<Currency, InvoicePaymentAccount>>
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if (!configured.SEK) configured.SEK = legacySekAccount
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return configured
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}
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function value(account: InvoicePaymentAccount, field: keyof InvoicePaymentAccount): string {
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return account[field] ?? ''
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}
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function accountsKey(accounts: Partial<Record<Currency, InvoicePaymentAccount>>): string {
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return JSON.stringify(INVOICE_PAYMENT_ACCOUNT_CURRENCIES.map((currency) => [
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currency,
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accounts[currency] ? normalizeInvoicePaymentAccount(accounts[currency]) : null,
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]))
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}
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export function InvoicePaymentAccountsSettings({
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settings,
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onUpdate,
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}: InvoicePaymentAccountsSettingsProps) {
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const t = useTranslations('settings_invoice_payment_accounts')
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const { toast } = useToast()
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const { role, company } = useCompany()
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// Bolagsverket knows most companies' bankgiro (companies.tic_snapshot), but
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// the payment files read this form's field. Offer the registry number as a
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// one-click prefill when the SEK field is empty; the user still saves. The
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// helper only suggests when the snapshot's orgNumber matches the company's
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// org_number: stale fuzzy-matched snapshots can describe another entity.
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const [snapshotBankgiro, setSnapshotBankgiro] = useState<string | null>(null)
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// Same offer for IBAN, sourced from the bank connection instead. Only rows
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// that still belong to a live connection count: disconnect keeps cash_accounts
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// rows (bank_connection_id nulled) and the connect picker mirrors deselected
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// accounts with enabled=false, so an unfiltered read could offer a closed or
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// third-party account. Only offered when the remaining rows agree on one IBAN.
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const { cashAccounts } = useCashAccounts()
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const connectionIban = useMemo(
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() =>
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uniqueConnectionIban(
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cashAccounts.filter(
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(a) => a.enabled && a.currency === 'SEK' && a.bank_connection_id && a.iban,
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),
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),
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[cashAccounts],
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)
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const legacySekAccount = useMemo(
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() => legacySekInvoicePaymentAccount({
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bank_name: settings.bank_name,
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clearing_number: settings.clearing_number,
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account_number: settings.account_number,
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bankgiro: settings.bankgiro,
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plusgiro: settings.plusgiro,
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swish: settings.swish,
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iban: settings.iban,
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bic: settings.bic,
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}),
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[
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settings.bank_name,
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settings.clearing_number,
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settings.account_number,
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settings.bankgiro,
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settings.plusgiro,
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settings.swish,
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settings.iban,
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settings.bic,
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],
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)
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const serverAccounts = useMemo(
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() => initialAccounts(settings.invoice_payment_accounts, legacySekAccount),
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[settings.invoice_payment_accounts, legacySekAccount],
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)
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const serverAccountsKey = accountsKey(serverAccounts)
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const [accounts, setAccounts] = useState(serverAccounts)
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const [activeCurrency, setActiveCurrency] = useState<Currency>('SEK')
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const [currencyToAdd, setCurrencyToAdd] = useState<Currency | ''>('')
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const [isSaving, setIsSaving] = useState(false)
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const [hasExternalUpdate, setHasExternalUpdate] = useState(false)
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const accountsRef = useRef(accounts)
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const previousServerAccountsKey = useRef(serverAccountsKey)
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accountsRef.current = accounts
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const hasBankingExtension = ENABLED_EXTENSION_IDS.has('enable-banking')
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useEffect(() => {
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const previousKey = previousServerAccountsKey.current
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if (serverAccountsKey === previousKey) return
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const currentKey = accountsKey(accountsRef.current)
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if (currentKey === serverAccountsKey) {
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setHasExternalUpdate(false)
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} else if (currentKey === previousKey) {
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accountsRef.current = serverAccounts
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setAccounts(serverAccounts)
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setHasExternalUpdate(false)
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} else {
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setHasExternalUpdate(true)
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}
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previousServerAccountsKey.current = serverAccountsKey
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}, [serverAccounts, serverAccountsKey])
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useEffect(() => {
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if (!company?.id) return
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const supabase = createClient()
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let cancelled = false
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supabase
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.from('companies')
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.select('tic_snapshot, org_number')
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.eq('id', company.id)
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.maybeSingle()
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.then(({ data }) => {
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if (cancelled) return
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setSnapshotBankgiro(bankgiroFromTicSnapshot(data?.tic_snapshot, data?.org_number))
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})
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return () => {
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cancelled = true
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}
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}, [company?.id])
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const configuredCurrencies = useMemo(
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() => INVOICE_PAYMENT_ACCOUNT_CURRENCIES.filter((currency) => !!accounts[currency]),
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[accounts],
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)
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const availableCurrencies = INVOICE_PAYMENT_ACCOUNT_CURRENCIES.filter(
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(currency) => !accounts[currency],
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)
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const activeAccount = accounts[activeCurrency] ?? EMPTY_ACCOUNT
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if (role !== 'owner' && role !== 'admin') return null
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function updateField(field: keyof InvoicePaymentAccount, nextValue: string) {
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setAccounts((current) => ({
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...current,
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[activeCurrency]: {
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...(current[activeCurrency] ?? EMPTY_ACCOUNT),
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[field]: nextValue || null,
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},
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}))
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}
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function addCurrency() {
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if (!currencyToAdd) return
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setAccounts((current) => ({
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...current,
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[currencyToAdd]: { ...EMPTY_ACCOUNT },
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}))
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setActiveCurrency(currencyToAdd)
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setCurrencyToAdd('')
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}
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function removeActiveCurrency() {
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if (activeCurrency === 'SEK') return
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setAccounts((current) => {
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const next = { ...current }
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delete next[activeCurrency]
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return next
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})
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setActiveCurrency('SEK')
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}
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function reloadServerAccounts() {
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accountsRef.current = serverAccounts
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setAccounts(serverAccounts)
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if (!serverAccounts[activeCurrency]) setActiveCurrency('SEK')
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setHasExternalUpdate(false)
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}
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function validationError(): string | null {
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// An added foreign-currency tab is a real configuration immediately. It
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// must have an IBAN before save; the Remove action discards placeholders.
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for (const currency of configuredCurrencies) {
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const account = normalizeInvoicePaymentAccount(accounts[currency] ?? EMPTY_ACCOUNT)
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if (account.clearing_number && !/^\d{4,5}$/.test(account.clearing_number)) {
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return t('validation_clearing', { currency })
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}
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if (account.account_number && !/^\d{6,12}$/.test(account.account_number)) {
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return t('validation_account_number', { currency })
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}
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if (account.bankgiro && !validateBankgiroNumber(account.bankgiro)) {
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return t('validation_bankgiro', { currency })
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}
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if (account.plusgiro && !validatePlusgiroNumber(account.plusgiro)) {
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return t('validation_plusgiro', { currency })
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}
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if (account.swish && !isValidSwish(normaliseSwish(account.swish))) {
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return t('validation_swish', { currency })
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}
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if (account.iban && !/^[A-Z]{2}\d{2}[A-Z0-9]{11,30}$/.test(account.iban)) {
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return t('validation_iban', { currency })
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}
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if (account.bic && !/^[A-Z]{6}[A-Z0-9]{2}([A-Z0-9]{3})?$/.test(account.bic)) {
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return t('validation_bic', { currency })
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}
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if (account.bank_code && !/^\d{2,3}(-?\d{2,3}){1,2}$|^\d{6,9}$/.test(account.bank_code)) {
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return t('validation_bank_code', { currency })
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}
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if (
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account.foreign_account_number
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&& !/^[A-Za-z0-9-]{4,34}$/.test(account.foreign_account_number)
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) {
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return t('validation_foreign_account_number', { currency })
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}
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// Foreign account: IBAN, or (non-IBAN banking system) bank code +
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// account number + BIC. Same rule as InvoicePaymentAccountsSchema.
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if (currency !== 'SEK' && !account.iban) {
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if (isNonIbanCurrency(currency)) {
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if (!hasNonIbanForeignRouting(account)) {
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return t('validation_foreign_non_iban', { currency })
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}
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} else {
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return t('validation_foreign_iban', { currency })
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}
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}
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}
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return null
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}
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async function save() {
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if (hasExternalUpdate) {
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toast({
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title: t('conflict_title'),
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description: t('conflict_description'),
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variant: 'destructive',
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})
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return
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}
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const error = validationError()
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if (error) {
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toast({ title: t('validation_title'), description: error, variant: 'destructive' })
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return
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}
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const normalized = Object.fromEntries([
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[
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'SEK',
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normalizeInvoicePaymentAccount(accounts.SEK ?? EMPTY_ACCOUNT),
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],
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...configuredCurrencies.filter((currency) => currency !== 'SEK').map((currency) => [
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currency,
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normalizeInvoicePaymentAccount(accounts[currency] ?? EMPTY_ACCOUNT),
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]),
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]) as Partial<Record<Currency, InvoicePaymentAccount>>
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const sek = normalized.SEK!
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const updates: Partial<CompanySettings> = {
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invoice_payment_accounts: normalized,
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// The legacy fields are an exact nullable SEK mirror. Clearing SEK is
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// intentional and must not leave stale payment instructions behind.
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bank_name: sek.bank_name,
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clearing_number: sek.clearing_number,
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account_number: sek.account_number,
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bankgiro: sek.bankgiro,
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plusgiro: sek.plusgiro,
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swish: sek.swish,
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iban: sek.iban,
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bic: sek.bic,
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}
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setIsSaving(true)
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try {
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const response = await fetch('/api/settings', {
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method: 'PUT',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(updates),
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})
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if (!response.ok) {
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const result = await response.json()
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throw new Error(typeof result.error === 'string' ? result.error : t('save_failed'))
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}
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accountsRef.current = normalized
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setAccounts(normalized)
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onUpdate(updates)
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toast({ title: t('saved_title'), description: t('saved_description') })
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} catch (error) {
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toast({
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title: t('save_failed_title'),
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description: error instanceof Error ? getUserErrorMessage(error) : t('save_failed'),
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variant: 'destructive',
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})
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} finally {
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setIsSaving(false)
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}
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}
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return (
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<SettingsGroup label={t('heading')} help={t('description')}>
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{hasExternalUpdate && (
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<div
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role="alert"
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className="mt-3 flex flex-col gap-3 rounded-lg border border-border bg-muted/40 p-4 sm:flex-row sm:items-center sm:justify-between"
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>
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<div className="space-y-1">
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<p className="text-sm font-medium">{t('conflict_title')}</p>
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<p className="text-sm text-muted-foreground">{t('conflict_description')}</p>
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</div>
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<Button type="button" variant="outline" size="sm" onClick={reloadServerAccounts}>
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{t('reload_server_values')}
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</Button>
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</div>
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)}
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<SettingsRow label={t('currency_tabs_label')}>
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<SettingsSeg
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value={activeCurrency}
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onChange={(currency) => setActiveCurrency(currency)}
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options={configuredCurrencies.map((currency) => ({ value: currency, label: currency }))}
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aria-label={t('currency_tabs_label')}
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/>
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{activeCurrency !== 'SEK' && (
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<SettingsRowNote>
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{t('foreign_account_hint', { currency: activeCurrency })}
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</SettingsRowNote>
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)}
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{activeCurrency !== 'SEK' && (
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<SettingsRowEnd>
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<button
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type="button"
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onClick={removeActiveCurrency}
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className="text-xs text-muted-foreground transition-colors duration-150 hover:text-destructive"
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>
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{t('remove_currency')}
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</button>
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</SettingsRowEnd>
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)}
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</SettingsRow>
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{availableCurrencies.length > 0 && (
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<SettingsRow label={t('add_currency_label')}>
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<SettingsSelect
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value={currencyToAdd}
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onChange={(event) => setCurrencyToAdd(event.target.value as Currency | '')}
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aria-label={t('add_currency_label')}
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>
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<option value="">{t('add_currency_placeholder')}</option>
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{availableCurrencies.map((currency) => (
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<option key={currency} value={currency}>{currency}</option>
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))}
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</SettingsSelect>
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<Button
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type="button"
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variant="outline"
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size="sm"
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onClick={addCurrency}
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disabled={!currencyToAdd}
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>
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{t('add_currency')}
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</Button>
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</SettingsRow>
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)}
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<SettingsRow label={t('bank_label')}>
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{/* Typeahead combobox stays boxed on purpose: it is a picker, not a field. */}
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<div className="min-w-0 flex-1 sm:max-w-64">
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<BankNameCombobox
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aria-label={t('bank_label')}
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value={value(activeAccount, 'bank_name')}
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onChange={(next) => updateField('bank_name', next)}
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enableBankingEnabled={hasBankingExtension}
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/>
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</div>
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</SettingsRow>
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<SettingsRow
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label={t('clearing_label')}
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htmlFor={`payment-clearing-${activeCurrency}`}
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align="baseline"
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>
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<SettingsInput
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id={`payment-clearing-${activeCurrency}`}
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inputMode="numeric"
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maxLength={5}
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value={value(activeAccount, 'clearing_number')}
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onChange={(event) => updateField('clearing_number', event.target.value.replace(/\D/g, ''))}
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className="max-w-24 flex-none tabular-nums"
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/>
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</SettingsRow>
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<SettingsRow
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label={t('account_number_label')}
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htmlFor={`payment-account-${activeCurrency}`}
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align="baseline"
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>
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<SettingsInput
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id={`payment-account-${activeCurrency}`}
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inputMode="numeric"
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maxLength={12}
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value={value(activeAccount, 'account_number')}
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onChange={(event) => updateField('account_number', event.target.value.replace(/\D/g, ''))}
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className="max-w-40 flex-none tabular-nums"
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/>
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</SettingsRow>
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<SettingsRow
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label={t('bankgiro_label')}
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htmlFor={`payment-bankgiro-${activeCurrency}`}
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align="baseline"
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>
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<SettingsInput
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id={`payment-bankgiro-${activeCurrency}`}
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value={value(activeAccount, 'bankgiro')}
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onChange={(event) => updateField('bankgiro', event.target.value)}
|
|
className="max-w-40 flex-none tabular-nums"
|
|
/>
|
|
{activeCurrency === 'SEK' && !value(activeAccount, 'bankgiro') && snapshotBankgiro && (
|
|
<button
|
|
type="button"
|
|
onClick={() => updateField('bankgiro', formatBankgiroNumber(snapshotBankgiro))}
|
|
className="text-xs text-muted-foreground underline underline-offset-2 transition-colors duration-150 hover:text-foreground"
|
|
>
|
|
{t('bankgiro_prefill', { value: formatBankgiroNumber(snapshotBankgiro) })}
|
|
</button>
|
|
)}
|
|
</SettingsRow>
|
|
<SettingsRow
|
|
label={t('plusgiro_label')}
|
|
htmlFor={`payment-plusgiro-${activeCurrency}`}
|
|
align="baseline"
|
|
>
|
|
<SettingsInput
|
|
id={`payment-plusgiro-${activeCurrency}`}
|
|
value={value(activeAccount, 'plusgiro')}
|
|
onChange={(event) => updateField('plusgiro', event.target.value)}
|
|
className="max-w-40 flex-none tabular-nums"
|
|
/>
|
|
</SettingsRow>
|
|
<SettingsRow
|
|
label={t('swish_label')}
|
|
htmlFor={`payment-swish-${activeCurrency}`}
|
|
align="baseline"
|
|
>
|
|
<SettingsInput
|
|
id={`payment-swish-${activeCurrency}`}
|
|
value={value(activeAccount, 'swish')}
|
|
onChange={(event) => updateField('swish', event.target.value)}
|
|
className="max-w-40 flex-none tabular-nums"
|
|
/>
|
|
</SettingsRow>
|
|
{isNonIbanCurrency(activeCurrency) && (
|
|
<>
|
|
<SettingsRow
|
|
label={t(bankCodeLabelKey(activeCurrency))}
|
|
htmlFor={`payment-bank-code-${activeCurrency}`}
|
|
align="baseline"
|
|
>
|
|
<SettingsInput
|
|
id={`payment-bank-code-${activeCurrency}`}
|
|
inputMode="numeric"
|
|
maxLength={11}
|
|
value={value(activeAccount, 'bank_code')}
|
|
onChange={(event) => updateField('bank_code', event.target.value.replace(/[^\d-]/g, ''))}
|
|
placeholder={activeCurrency === 'USD' ? '021000021' : '12-34-56'}
|
|
className="max-w-40 flex-none tabular-nums"
|
|
/>
|
|
</SettingsRow>
|
|
<SettingsRow
|
|
label={t('foreign_account_number_label')}
|
|
htmlFor={`payment-foreign-account-${activeCurrency}`}
|
|
align="baseline"
|
|
>
|
|
<SettingsInput
|
|
id={`payment-foreign-account-${activeCurrency}`}
|
|
maxLength={34}
|
|
value={value(activeAccount, 'foreign_account_number')}
|
|
onChange={(event) => updateField('foreign_account_number', event.target.value.replace(/\s/g, ''))}
|
|
className="max-w-56 flex-none tabular-nums"
|
|
/>
|
|
</SettingsRow>
|
|
<SettingsRowNote>{t('non_iban_hint', { currency: activeCurrency })}</SettingsRowNote>
|
|
</>
|
|
)}
|
|
<SettingsRow
|
|
label={
|
|
activeCurrency !== 'SEK' && !isNonIbanCurrency(activeCurrency)
|
|
? `${t('iban_label')} ${t('required_suffix')}`
|
|
: t('iban_label')
|
|
}
|
|
htmlFor={`payment-iban-${activeCurrency}`}
|
|
align="baseline"
|
|
>
|
|
<SettingsInput
|
|
id={`payment-iban-${activeCurrency}`}
|
|
value={value(activeAccount, 'iban')}
|
|
onChange={(event) => updateField('iban', event.target.value.toUpperCase())}
|
|
placeholder="SE00 0000 0000 0000 0000 0000"
|
|
className="tabular-nums"
|
|
/>
|
|
{activeCurrency === 'SEK' && !value(activeAccount, 'iban') && connectionIban && (
|
|
<button
|
|
type="button"
|
|
onClick={() => updateField('iban', connectionIban)}
|
|
className="text-xs text-muted-foreground underline underline-offset-2 transition-colors duration-150 hover:text-foreground"
|
|
>
|
|
{t('iban_prefill', { value: formatIbanGroups(connectionIban) })}
|
|
</button>
|
|
)}
|
|
</SettingsRow>
|
|
<SettingsRow
|
|
label={t('bic_label')}
|
|
htmlFor={`payment-bic-${activeCurrency}`}
|
|
align="baseline"
|
|
>
|
|
<SettingsInput
|
|
id={`payment-bic-${activeCurrency}`}
|
|
maxLength={11}
|
|
value={value(activeAccount, 'bic')}
|
|
onChange={(event) => updateField('bic', event.target.value.toUpperCase())}
|
|
className="max-w-32 flex-none tabular-nums"
|
|
/>
|
|
</SettingsRow>
|
|
|
|
<div className="flex justify-end px-1 pt-4">
|
|
<Button type="button" size="sm" onClick={save} disabled={isSaving || hasExternalUpdate}>
|
|
{isSaving ? t('saving') : t('save')}
|
|
</Button>
|
|
</div>
|
|
</SettingsGroup>
|
|
)
|
|
}
|