Files
accounted/components/extensions/general/BookDirectlyDialog.tsx
T
Jakob Wennberg d1c411ad6f feat(invoice-inbox): surface WhatsApp chat context in booking flows (#1339)
* feat(invoice-inbox): surface WhatsApp chat context in booking flows

The WhatsApp intake bot writes verified human answers (photo caption,
representation deltagare + syfte, sender note, open-question state) to
invoice_inbox_items.channel_context. This makes the in-app booking flows
READ it:

- New core renderer lib/documents/channel-context-notes.ts: deterministic
  compact Swedish line ("Representation: Anna Berg (Volvo), Jakob W ·
  Syfte: uppföljning av avtal"), capped at 220 chars by dropping whole
  participant names ("… och N till"), never mid-name. Representation
  first, then user_note; caption only when nothing else exists.
- FieldsRail "Från WhatsApp" block in InvoiceInboxWorkspace: caption,
  deltagare, syfte, anteckning rows plus an ochre AttnLine when a chat
  question expired unanswered (pending_question.status = moved_to_app).
- Notes threading: book-direct and convert default their notes to the
  rendered string server-side when the request carries none (a supplied
  value always wins); BookDirectlyDialog prefills its notes input with
  the same string so the user can edit it before it lands. Bulk-book
  (categorize-core) joins the shared batch note with the per-item
  rendered context so the representation trail survives batch booking.
- Inbox list: whatsapp rows get a chat icon and a quiet "Fråga obesvarad"
  badge for moved_to_app items. No worklist count change: unresolved
  whatsapp items are already counted by countInboxDocuments.
- sv/en strings for every new key; renderer + route + bulk tests.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(invoice-inbox): honor cleared notes and keep unreviewed captions out of verifikat

Two adversarial-review findings on the WhatsApp surfacing flows, both about
text that lands on an immutable verifikat.

1. A cleared note was silently re-applied. BookDirectlyDialog prefills the
   rendered chat context, and the dialog sent `notes.trim() || undefined`
   while book-direct and convert defaulted from channel_context on any falsy
   value. A user who read the prefill, disagreed and deleted it therefore got
   it written back onto a posted entry, removable only through a formal
   rättelse. Both code comments claimed "an edited value always wins", which
   was false for exactly that edit. Now PRESENCE of the field decides: the
   dialog always submits `notes` (empty string included) and the routes only
   default when the field is absent from the request (MCP, older clients).
   The Zod `.optional()` carrying that distinction is documented at the
   schema so it is not "tidied" into a `.default('')` later.

2. The photo caption was auto-burned into verifikat text with no review.
   renderChannelContextNotes fell back to the raw caption, and bulk-book
   appended the result per item with no per-item notes field at all (the MCP
   approval preview deliberately shows no per-item PII either), so unreviewed
   chat text reached a WORM record nobody had seen. The renderer now takes
   { includeCaption } and leaves the caption out by DEFAULT: representation
   answers and user_note are replies to a question the bot asked, the caption
   is not. Only the Bokför direkt prefill opts in, where the user reads the
   string in an editable field before booking.

Tests: cleared-notes and whitespace-cleared on book-direct, cleared-notes on
convert, caption-never-defaulted on both routes, caption-not-threaded in
bulk-book, and the renderer's opt-in. The book-direct cleared-notes tests
were mutation-checked (restoring the truthiness fallback fails them).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reports): export the chat answers behind a verifikat in the full archive

The verifikat line caps the representation trail at 220 chars and drops whole
participant names ("… och N till"); the complete list (deltagare, syfte,
raw_answer) exists only in invoice_inbox_items.channel_context. That table was
in ARCHIVE_EXCLUDED_TABLES with a rationale predating channel_context ("inbox
workflow state"), so a company leaving Accounted and keeping the full-archive
export as its BFL 7-year record kept an incomplete deltagare documentation for
its representation deductions.

Dumped as a column PROJECTION, not the whole row: the new
MasterDataTableSpec.columns narrows the select to the underlag provenance
(document, matched transaction, created verifikat / leverantörsfaktura) plus
channel_context, so the answers are tied to what was booked from them while
the inbox workflow state (email bodies, OCR output, error messages) stays out
of the archive. The documents themselves remain in dokument/.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <jakob.wennberg@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 14:54:30 +02:00

1022 lines
42 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo, useCallback } from 'react'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogDescription,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Textarea } from '@/components/ui/textarea'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Plus, Trash2, AlertTriangle, Search, Check, BookmarkPlus } from 'lucide-react'
import { cn, formatCurrency } from '@/lib/utils'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import DocumentViewerPane from '@/components/bookkeeping/DocumentViewerPane'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import { TemplateForm } from '@/components/settings/TemplateForm'
import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
import { useCompany } from '@/contexts/CompanyContext'
import {
useSubmitWithAccountActivation,
throwOnStructuredError,
} from '@/lib/hooks/use-submit-with-account-activation'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
import { resolveSekAmount } from '@/lib/bookkeeping/currency-utils'
import { resolveAccount } from '@/lib/cash-accounts/resolve-account'
import { renderChannelContextNotes } from '@/lib/documents/channel-context-notes'
import type { BASAccount, BookingTemplateLibrary, CashAccount, FiscalPeriod, InboxChannelContext, InvoiceExtractionResult } from '@/types'
interface InboxItem {
id: string
document_id: string | null
matched_transaction_id: string | null
extracted_data: InvoiceExtractionResult | null
// Verified human answers from the delivering chat (WhatsApp items):
// prefills the notes field so representation deltagare + syfte reach the
// verifikat. Absent for email/upload items.
channel_context?: InboxChannelContext | null
}
interface PickerTransaction {
id: string
date: string
description: string
amount: number
currency: string | null
amount_sek?: number | null
exchange_rate?: number | null
}
// SEK magnitude of a (usually-SEK) bank transaction. Foreign rows are
// normalised via their stored amount_sek/exchange_rate so ranking against the
// underlag's SEK value is apples-to-apples.
function txSekAmount(tx: PickerTransaction): number {
const cur = (tx.currency ?? 'SEK').toUpperCase()
if (cur === 'SEK') return Math.abs(tx.amount)
return Math.abs(
resolveSekAmount(tx.amount, tx.amount_sek ?? null, tx.currency, tx.exchange_rate ?? null),
)
}
interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '' }
// Swedish entity labels for the "Spara som mall" editor. Hard-coded to match
// this dialog's Swedish-only surface (the shared TemplateForm handles the rest
// of its own strings bilingually).
const TEMPLATE_ENTITY_LABELS: Record<string, string> = {
all: 'Alla',
enskild_firma: 'Enskild firma',
aktiebolag: 'Aktiebolag',
}
interface Props {
open: boolean
onOpenChange: (v: boolean) => void
item: InboxItem
/** Signed URL + mime of the inbox document, threaded from the workspace so
the underlag can be shown beside the form without an extra round-trip. */
docUrl?: string | null
docMime?: string | null
onSuccess: () => void | Promise<void>
}
// Compute the prefill lines. Booking is always in SEK (BFL/BFNAR), so when
// a transaction is selected and the document is in a foreign currency, the
// transaction's SEK amount is the canonical figure. The cost-account row
// stays blank: the user must pick a cost account themselves.
// bankAccount defaults to '1930' but is replaced by the resolved ledger account
// once the cash-accounts fetch completes.
function buildPrefillLines(
item: InboxItem,
selectedTransactionAmount: number | null = null,
bankAccount: string = '1930',
): FormLine[] {
const docTotal = item.extracted_data?.totals?.total ?? null
const docVat = item.extracted_data?.totals?.vatAmount ?? null
const docCurrency = item.extracted_data?.invoice?.currency ?? 'SEK'
// Prefer the transaction amount when available: it's already in SEK and
// matches the bank movement we'll be marking as booked.
const total = selectedTransactionAmount != null
? Math.abs(selectedTransactionAmount)
: docTotal
if (total == null || total <= 0) {
return [{ ...BLANK_LINE }, { ...BLANK_LINE }]
}
const totalRounded = Math.round(total * 100) / 100
// VAT prefill rules:
// - Foreign-currency document → skip VAT (reverse charge is the common
// case; user can add it manually if needed).
// - SEK-denominated document with extracted VAT → split it out on 2641.
// - SEK without extracted VAT → leave VAT row out, single net row.
const useDocVat =
docCurrency === 'SEK' &&
selectedTransactionAmount == null &&
docVat != null &&
docVat > 0
const vatRounded = useDocVat ? Math.round((docVat ?? 0) * 100) / 100 : 0
const net = Math.round((totalRounded - vatRounded) * 100) / 100
const lines: FormLine[] = [
{
account_number: '',
debit_amount: String(net),
credit_amount: '',
},
]
if (vatRounded > 0) {
lines.push({
account_number: '2641',
debit_amount: String(vatRounded),
credit_amount: '',
})
}
lines.push({
account_number: bankAccount,
debit_amount: '',
credit_amount: String(totalRounded),
})
return lines
}
// Rank candidates by closeness to the underlag's SEK value. `targetSek` is the
// document total already converted to SEK (the bank charge for a 216 USD
// receipt is ~2 109 kr, not 216): ranking against the raw foreign total used
// to bury the real match far down the list. Null target → leave order intact.
function rankBySekCloseness(
rows: PickerTransaction[],
targetSek: number | null
): PickerTransaction[] {
if (targetSek == null) return rows
const abs = Math.abs(targetSek)
return [...rows].sort((a, b) => Math.abs(txSekAmount(a) - abs) - Math.abs(txSekAmount(b) - abs))
}
export default function BookDirectlyDialog({ open, onOpenChange, item, docUrl = null, docMime = null, onSuccess }: Props) {
const { toast } = useToast()
const { company } = useCompany()
// Underlag total + currency. Booking happens in SEK, so a foreign total needs
// an FX rate to rank/compare against the (SEK) bank transactions.
const targetAmount = item.extracted_data?.totals?.total ?? null
const targetCurrency = (item.extracted_data?.invoice?.currency ?? 'SEK').toUpperCase()
// SEK per unit of the underlag currency (e.g. ~9.8 for USD). null = SEK,
// pending, or unsupported.
const [fxRate, setFxRate] = useState<number | null>(null)
// null = fetch pending; array = loaded (may be empty on error: falls back to '1930')
const [cashAccounts, setCashAccounts] = useState<CashAccount[] | null>(null)
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [entryDate, setEntryDate] = useState<string>(
item.extracted_data?.invoice?.invoiceDate || new Date().toISOString().slice(0, 10)
)
const [periodId, setPeriodId] = useState<string>('')
const [description, setDescription] = useState<string>(() => {
const supplier = item.extracted_data?.supplier?.name?.trim() || ''
const invoiceNum = item.extracted_data?.invoice?.invoiceNumber?.trim() || ''
return [supplier, invoiceNum].filter(Boolean).join(' · ') || 'Bokföring från inkorg'
})
const [notes, setNotes] = useState<string>('')
// Start with blank lines; they are replaced once cashAccounts resolves (see
// the combined prefill effect below). This mirrors the TransactionBookingDialog
// pattern of gating JournalEntryForm on bankAccount !== null.
const [lines, setLines] = useState<FormLine[]>(() => buildPrefillLines(item))
// Transaction picker: optional selection.
const [selectedTransactionId, setSelectedTransactionId] = useState<string | null>(
item.matched_transaction_id
)
const [transactions, setTransactions] = useState<PickerTransaction[]>([])
const [isLoadingTransactions, setIsLoadingTransactions] = useState(false)
const [txSearch, setTxSearch] = useState('')
const [isSubmitting, setIsSubmitting] = useState(false)
// "Spara som mall" — derive amount-parameterised template lines from the
// current konteringsrader so the user can save the pattern they just worked
// out. Labels come from the loaded BAS chart; the user reviews/edits in the
// shared TemplateForm before saving.
const [showSaveTemplate, setShowSaveTemplate] = useState(false)
// Reset state when a different item opens the dialog. We pass bankAccount
// here but it may still be null (fetch in flight): in that case '1930' is
// used as a placeholder and the prefill-update effect below will overwrite
// the settlement line once the fetch resolves.
useEffect(() => {
if (!open) return
setEntryDate(item.extracted_data?.invoice?.invoiceDate || new Date().toISOString().slice(0, 10))
setLines(buildPrefillLines(item, null, bankAccount ?? '1930'))
setSelectedTransactionId(item.matched_transaction_id)
const supplier = item.extracted_data?.supplier?.name?.trim() || ''
const invoiceNum = item.extracted_data?.invoice?.invoiceNumber?.trim() || ''
setDescription([supplier, invoiceNum].filter(Boolean).join(' · ') || 'Bokföring från inkorg')
// WhatsApp items: prefill with the rendered chat context (representation
// deltagare + syfte, sender note) so it lands on the verifikat unless the
// user edits it away. This is the one place the photo caption is included:
// the user reads it here and can change or delete it before booking, which
// no other path offers (see channel-context-notes.ts).
//
// The dialog always submits the field, empty string included, so clearing
// the prefill really clears it: the server only defaults when the field is
// absent from the request.
setNotes(renderChannelContextNotes(item.channel_context, { includeCaption: true }) ?? '')
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, item.id])
// Fetch the underlag's SEK rate for a foreign-currency document so candidate
// transactions can be ranked against the SEK-equivalent total (and not the
// raw foreign number). SEK / unsupported currencies skip the fetch.
useEffect(() => {
if (!open) return
setFxRate(null)
if (targetCurrency === 'SEK' || !['EUR', 'USD', 'GBP', 'NOK', 'DKK'].includes(targetCurrency)) {
return
}
let cancelled = false
const invoiceDate = item.extracted_data?.invoice?.invoiceDate
const dateParam = invoiceDate ? `&date=${invoiceDate}` : ''
fetch(`/api/currency/rate?currency=${targetCurrency}${dateParam}`)
.then((r) => (r.ok ? r.json() : null))
.then((body) => {
if (cancelled) return
const rate = body?.data?.rate
if (typeof rate === 'number' && rate > 0) setFxRate(rate)
})
.catch(() => { /* leave null: ranking falls back to face amounts */ })
return () => { cancelled = true }
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, targetCurrency, item.id])
// Fetch cash accounts once when the dialog opens so the settlement line can
// be routed to the correct ledger account instead of the hardcoded '1930'.
useEffect(() => {
if (!open) return
setCashAccounts(null)
let cancelled = false
fetch('/api/cash-accounts')
.then((r) => {
if (!r.ok) throw new Error(`cash-accounts fetch failed: ${r.status}`)
return r.json()
})
.then((json) => {
if (cancelled) return
setCashAccounts((json.data ?? []) as CashAccount[])
})
.catch(() => {
// Fall back to empty list: resolveAccount will return '1930'
if (!cancelled) setCashAccounts([])
})
return () => { cancelled = true }
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, item.id])
// SEK-equivalent of the underlag total: the anchor for ranking candidates.
const targetSek = useMemo(() => {
if (targetAmount == null) return null
if (targetCurrency === 'SEK') return targetAmount
if (fxRate != null) return Math.round(targetAmount * fxRate * 100) / 100
return null
}, [targetAmount, targetCurrency, fxRate])
// When the user picks a transaction (or the toggle changes), re-derive
// the prefilled amounts so foreign-currency invoices follow the SEK
// figure on the actual bank movement. Normalised to SEK: a foreign bank
// row is booked at its SEK value, never its face amount.
const selectedTransactionAmount = useMemo(() => {
if (!selectedTransactionId) return null
const tx = transactions.find((t) => t.id === selectedTransactionId)
if (!tx) return null
const cur = (tx.currency ?? 'SEK').toUpperCase()
return cur === 'SEK'
? tx.amount
: resolveSekAmount(tx.amount, tx.amount_sek ?? null, tx.currency, tx.exchange_rate ?? null)
}, [selectedTransactionId, transactions])
// The settlement currency to resolve against:
// - When a transaction is selected, use that transaction's currency.
// - Otherwise, use the document's currency (falls back to SEK).
const settlementCurrency = useMemo(() => {
if (selectedTransactionId) {
const tx = transactions.find((t) => t.id === selectedTransactionId)
if (tx) return (tx.currency ?? 'SEK').toUpperCase()
}
return targetCurrency
}, [selectedTransactionId, transactions, targetCurrency])
// Resolved bank account: null while the cash-accounts fetch is in flight.
// Derived from the cash accounts list; falls back to '1930' if the list is
// empty or no single-currency match exists.
const bankAccount = useMemo<string | null>(() => {
if (cashAccounts === null) return null
const { account } = resolveAccount(cashAccounts, null, settlementCurrency)
return account
}, [cashAccounts, settlementCurrency])
useEffect(() => {
if (!open) return
// Update amounts when the transaction selection or resolved bank account
// changes, but preserve user-entered account numbers. This handles "user
// typed cost account, then picked an SEK-denominated transaction": we
// want the SEK figure to flow into the line amounts without forgetting
// their account pick. bankAccount may be null while the fetch is in flight;
// pass '1930' as a safe placeholder in that case: the effect re-runs once
// the fetch resolves and bankAccount becomes non-null.
setLines((current) => {
const next = buildPrefillLines(item, selectedTransactionAmount, bankAccount ?? '1930')
return next.map((nl, i) => {
const existing = current[i]
if (!existing) return nl
return {
...nl,
account_number: existing.account_number || nl.account_number,
}
})
})
}, [open, item, selectedTransactionAmount, bankAccount])
// Fetch fiscal periods and accounts on first open
useEffect(() => {
if (!open) return
let cancelled = false
;(async () => {
try {
const [periodsRes, accountsRes] = await Promise.all([
fetch('/api/bookkeeping/fiscal-periods'),
fetch('/api/bookkeeping/accounts'),
])
const periodsJson = await periodsRes.json()
const accountsJson = await accountsRes.json()
if (cancelled) return
setPeriods(periodsJson.data || [])
setAccounts(accountsJson.data || [])
} catch (err) {
console.error('[book-direct] fetch reference data failed:', err)
}
})()
return () => { cancelled = true }
}, [open])
// Auto-select fiscal period matching the entry date
useEffect(() => {
if (periods.length === 0) return
const match = periods.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setPeriodId(match.id)
} else if (!periodId && periods.length > 0) {
setPeriodId(periods[0].id)
}
}, [entryDate, periods, periodId])
// Fetch unmatched transactions whenever the dialog opens: the picker
// is always visible now (selection is optional).
useEffect(() => {
if (!open) return
let cancelled = false
setIsLoadingTransactions(true)
;(async () => {
try {
const res = await fetch('/api/transactions?unmatched=true')
const json = await res.json()
if (cancelled) return
const rows: PickerTransaction[] = (Array.isArray(json.data) ? json.data : [])
.map((t: PickerTransaction) => ({
id: t.id,
date: t.date,
description: t.description,
amount: t.amount,
currency: t.currency || 'SEK',
amount_sek: t.amount_sek ?? null,
exchange_rate: t.exchange_rate ?? null,
}))
// Ranking happens in a memo (it depends on the async FX rate).
setTransactions(rows)
} catch (err) {
console.error('[book-direct] fetch transactions failed:', err)
} finally {
if (!cancelled) setIsLoadingTransactions(false)
}
})()
return () => { cancelled = true }
}, [open])
// FX-aware ranking by closeness to the underlag's SEK value.
const rankedTransactions = useMemo(
() => rankBySekCloseness(transactions, targetSek),
[transactions, targetSek],
)
const filteredTransactions = useMemo(() => {
const term = txSearch.trim().toLowerCase()
if (!term) return rankedTransactions
return rankedTransactions.filter((t) => (t.description || '').toLowerCase().includes(term))
}, [rankedTransactions, txSearch])
// Pin the already-selected/matched transaction to the top so it's always
// visible: otherwise a correct match that ranks past the rendered cap looks
// unselected and the user re-picks it. The pinned row carries a "Matchad"
// badge when it's the one matched in the inbox.
const displayedTransactions = useMemo(() => {
if (!selectedTransactionId) return filteredTransactions
const sel = filteredTransactions.find((t) => t.id === selectedTransactionId)
if (!sel) return filteredTransactions
return [sel, ...filteredTransactions.filter((t) => t.id !== selectedTransactionId)]
}, [filteredTransactions, selectedTransactionId])
const totals = useMemo(() => {
const debit = lines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const credit = lines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const roundedDebit = Math.round(debit * 100) / 100
const roundedCredit = Math.round(credit * 100) / 100
return {
debit: roundedDebit,
credit: roundedCredit,
balanced: roundedDebit === roundedCredit && roundedDebit > 0,
diff: Math.round((roundedDebit - roundedCredit) * 100) / 100,
}
}, [lines])
// Account number → BAS name, so derived template lines get meaningful labels.
const accountNameMap = useMemo(
() => Object.fromEntries(accounts.map((a) => [a.account_number, a.account_name])),
[accounts],
)
// Template lines derived from the current booking. Empty (<2 usable lines)
// disables the "Spara som mall" button.
const derivedTemplateLines = useMemo(
() => deriveTemplateLinesFromBooking(lines, accountNameMap),
[lines, accountNameMap],
)
const updateLine = useCallback((idx: number, patch: Partial<FormLine>) => {
setLines((prev) => prev.map((l, i) => (i === idx ? { ...l, ...patch } : l)))
}, [])
const addLine = useCallback(() => {
setLines((prev) => [...prev, { ...BLANK_LINE }])
}, [])
const removeLine = useCallback((idx: number) => {
setLines((prev) => prev.length <= 2 ? prev : prev.filter((_, i) => i !== idx))
}, [])
// Replace the line set with a booking template's computed rows. The picker
// hands back JournalEntryForm-shaped lines; we keep only the three fields
// book-direct posts. A meaningful supplier description is preserved: the
// template name only fills an empty field.
const handleTemplateApply = useCallback(
(
templateLines: Array<{ account_number: string; debit_amount: string; credit_amount: string }>,
templateDescription: string,
) => {
setLines(
templateLines.map((l) => ({
account_number: l.account_number,
debit_amount: l.debit_amount,
credit_amount: l.credit_amount,
})),
)
setDescription((prev) => (prev.trim() ? prev : templateDescription))
},
[],
)
const disabledReason = useMemo(() => {
if (isSubmitting) return null
if (!entryDate) return 'Välj datum'
if (!periodId) return 'Välj räkenskapsperiod'
if (description.trim().length === 0) return 'Fyll i beskrivning'
if (lines.some((l) => l.account_number.trim().length === 0)) return 'Alla rader behöver ett konto'
if (!totals.balanced) return 'Debet och kredit måste vara lika'
return null
}, [isSubmitting, entryDate, periodId, description, lines, totals.balanced])
const canSubmit = !isSubmitting && disabledReason === null
const postBooking = useCallback(async () => {
const payload = {
fiscal_period_id: periodId,
entry_date: entryDate,
description: description.trim(),
// Always send the field, '' included: the server treats an absent
// `notes` as "default it from the chat context" and a present one as
// the user's own value. Sending undefined for a cleared prefill would
// resurrect the text the user just deleted onto an immutable verifikat.
notes: notes.trim(),
lines: lines.map((l) => ({
account_number: l.account_number.trim(),
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
})),
transaction_id: selectedTransactionId ?? undefined,
}
const res = await fetch(
`/api/extensions/ext/invoice-inbox/items/${item.id}/book-direct`,
{
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(payload),
}
)
return (await throwOnStructuredError(res)) as {
data?: { journal_entry?: { voucher_series: string; voucher_number: number } }
}
}, [periodId, entryDate, description, notes, lines, selectedTransactionId, item.id])
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
useSubmitWithAccountActivation(postBooking)
const handleSubmit = useCallback(async () => {
if (!canSubmit) return
setIsSubmitting(true)
try {
const json = await runSubmit()
const voucher = json?.data?.journal_entry
toast({
title: 'Bokfört',
description: voucher
? `Verifikation ${formatVoucher(voucher)} skapad.`
: 'Verifikation skapad.',
})
await onSuccess()
onOpenChange(false)
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// User dismissed the activation dialog: no toast needed
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: 'Kunde inte bokföra',
description: getErrorMessage(anyErr.body ?? err, {
context: 'journal_entry',
statusCode: anyErr.status,
}),
variant: 'destructive',
})
}
} finally {
setIsSubmitting(false)
}
}, [canSubmit, runSubmit, toast, onSuccess, onOpenChange])
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-6xl max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Bokför direkt</DialogTitle>
<DialogDescription>
Skapa en verifikation från underlaget. Dokumentet bifogas verifikationen som underlag.
</DialogDescription>
</DialogHeader>
<div className="grid grid-cols-1 gap-6 lg:grid-cols-[minmax(0,1fr)_minmax(0,560px)]">
{/* Document column: sticky on desktop so the underlag stays visible
while the form scrolls; stacks above the form on smaller screens. */}
<div className="h-[45vh] lg:sticky lg:top-0 lg:h-[72vh] lg:self-start">
<DocumentViewerPane
documentId={item.document_id}
mime={docMime}
downloadUrl={docUrl}
className="h-full"
/>
</div>
{/* Booking form */}
<div className="space-y-6 pt-2">
{/* Metadata row */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div className="space-y-1.5">
<Label htmlFor="bd-date">Datum</Label>
<Input
id="bd-date"
type="date"
value={entryDate}
onChange={(e) => setEntryDate(e.target.value)}
disabled={isSubmitting}
className="tabular-nums"
/>
</div>
<div className="space-y-1.5 md:col-span-2">
<Label htmlFor="bd-period">Räkenskapsperiod</Label>
<Select
value={periodId}
onValueChange={setPeriodId}
disabled={isSubmitting || periods.length === 0}
>
<SelectTrigger id="bd-period">
<SelectValue placeholder="Välj period" />
</SelectTrigger>
<SelectContent>
{periods.map((p) => {
const lockState = p.locked_at
? 'låst'
: p.is_closed
? 'stängd'
: null
return (
<SelectItem key={p.id} value={p.id}>
{p.period_start}: {p.period_end}
{lockState && ` (${lockState})`}
</SelectItem>
)
})}
</SelectContent>
</Select>
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="bd-description">Beskrivning</Label>
<Input
id="bd-description"
value={description}
onChange={(e) => setDescription(e.target.value)}
disabled={isSubmitting}
placeholder="Leverantör · fakturanummer"
/>
</div>
{/* Transaction picker: always shown, selection is optional. */}
<div className="rounded-lg border p-4 space-y-3">
<div className="space-y-0.5">
<Label className="text-sm">Koppla till banktransaktion (valfritt)</Label>
<p className="text-xs text-muted-foreground">
Välj en transaktion om dokumentet motsvarar en redan-bokad
bankhändelse: den bokas samtidigt. Lämna tom för en
fristående verifikation.
</p>
</div>
<div className="space-y-2">
<div className="relative">
<Search className="pointer-events-none absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Sök på beskrivning…"
value={txSearch}
onChange={(e) => setTxSearch(e.target.value)}
className="pl-10"
disabled={isSubmitting}
/>
</div>
<div className="max-h-56 overflow-y-auto rounded-md border">
{isLoadingTransactions ? (
<div className="flex items-center justify-center py-8 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 mr-2 animate-spin" /> Laddar
</div>
) : filteredTransactions.length === 0 ? (
<p className="py-6 text-center text-sm text-muted-foreground">
Inga okategoriserade transaktioner.
</p>
) : (
<ul className="divide-y">
{displayedTransactions.slice(0, 30).map((tx) => {
const isSelected = selectedTransactionId === tx.id
const isInboxMatch = item.matched_transaction_id === tx.id
const cur = (tx.currency || 'SEK').toUpperCase()
const sek = txSekAmount(tx)
return (
<li key={tx.id}>
<button
type="button"
className={cn(
'w-full flex items-center justify-between gap-3 px-3 py-2 text-left text-sm transition-colors',
isSelected
? 'bg-primary/10 border-l-2 border-primary'
: 'border-l-2 border-transparent hover:bg-accent/40'
)}
onClick={() =>
setSelectedTransactionId(isSelected ? null : tx.id)
}
disabled={isSubmitting}
>
<span className="shrink-0 w-4 flex items-center justify-center">
{isSelected ? (
<Check className="h-3.5 w-3.5 text-primary" />
) : null}
</span>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-1.5 min-w-0">
<p className="truncate">{tx.description}</p>
{isInboxMatch && (
<Badge variant="secondary" className="shrink-0 text-[10px] px-1.5 py-0">
Matchad
</Badge>
)}
</div>
<p className="text-xs text-muted-foreground tabular-nums">{tx.date}</p>
</div>
<div className="text-right shrink-0">
<span
className={cn(
'tabular-nums text-sm block',
tx.amount < 0 ? 'text-destructive' : 'text-foreground'
)}
>
{formatCurrency(tx.amount, tx.currency || 'SEK')}
</span>
{cur !== 'SEK' && (
<span className="text-[11px] text-muted-foreground tabular-nums">
{formatCurrency(sek, 'SEK')}
</span>
)}
</div>
</button>
</li>
)
})}
</ul>
)}
</div>
{selectedTransactionId && (
<button
type="button"
className="text-xs text-muted-foreground hover:text-foreground underline"
onClick={() => setSelectedTransactionId(null)}
disabled={isSubmitting}
>
Rensa val
</button>
)}
</div>
</div>
{/* Journal entry lines */}
<div className="space-y-2">
<div className="flex items-center justify-between gap-3">
<Label className="text-sm">Konteringsrader</Label>
<div className="text-xs text-muted-foreground text-right">
{targetAmount != null && (
<span>
Underlag:{' '}
<span className="tabular-nums font-medium text-foreground">
{formatCurrency(targetAmount, targetCurrency)}
</span>
</span>
)}
{selectedTransactionAmount != null && (
<span>
{targetAmount != null && ' · '}
Transaktion:{' '}
<span className="tabular-nums font-medium text-foreground">
{formatCurrency(Math.abs(selectedTransactionAmount), 'SEK')}
</span>
</span>
)}
</div>
</div>
{targetCurrency !== 'SEK' && selectedTransactionAmount != null && (
<p className="text-[11px] text-muted-foreground">
Underlaget är i {targetCurrency}. Bokföringen sker i SEK enligt
transaktionens belopp. Momsraden har lämnats bort: vid behov
lägg till en rad för omvänd skattskyldighet manuellt.
</p>
)}
<div className="rounded-lg border overflow-hidden">
<table className="w-full text-sm">
<thead className="bg-muted/40">
<tr className="text-[11px] uppercase tracking-wider text-muted-foreground">
<th className="text-left font-medium px-3 py-2 w-[40%]">Konto</th>
<th className="text-right font-medium px-3 py-2">Debet</th>
<th className="text-right font-medium px-3 py-2">Kredit</th>
<th className="w-10" />
</tr>
</thead>
<tbody className="divide-y">
{lines.map((line, idx) => (
<tr key={idx}>
<td className="px-3 py-2">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(v) => updateLine(idx, { account_number: v })}
/>
</td>
<td className="px-3 py-2">
<Input
type="number"
step="0.01"
inputMode="decimal"
value={line.debit_amount}
onChange={(e) => updateLine(idx, { debit_amount: e.target.value, credit_amount: e.target.value ? '' : line.credit_amount })}
disabled={isSubmitting}
className="text-right tabular-nums"
placeholder="0,00"
/>
</td>
<td className="px-3 py-2">
<Input
type="number"
step="0.01"
inputMode="decimal"
value={line.credit_amount}
onChange={(e) => updateLine(idx, { credit_amount: e.target.value, debit_amount: e.target.value ? '' : line.debit_amount })}
disabled={isSubmitting}
className="text-right tabular-nums"
placeholder="0,00"
/>
</td>
<td className="px-2 py-2 text-right">
<Button
type="button"
variant="ghost"
size="icon"
className="h-8 w-8"
onClick={() => removeLine(idx)}
disabled={isSubmitting || lines.length <= 2}
aria-label="Ta bort rad"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</td>
</tr>
))}
</tbody>
<tfoot className="bg-muted/20 text-xs">
<tr>
<td className="px-3 py-2 text-right font-medium uppercase tracking-wider text-muted-foreground">
Summa
</td>
<td className="px-3 py-2 text-right tabular-nums font-medium">
{totals.debit.toFixed(2)}
</td>
<td className="px-3 py-2 text-right tabular-nums font-medium">
{totals.credit.toFixed(2)}
</td>
<td />
</tr>
</tfoot>
</table>
</div>
<div className="flex items-center justify-between gap-3">
<div className="flex items-center gap-2">
<Button
type="button"
variant="ghost"
size="sm"
onClick={addLine}
disabled={isSubmitting}
>
<Plus className="h-3.5 w-3.5 mr-1.5" />
Lägg till rad
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
defaultAmount={
selectedTransactionAmount != null
? Math.abs(selectedTransactionAmount)
: targetSek ?? undefined
}
/>
<Button
type="button"
variant="outline"
size="sm"
onClick={() => setShowSaveTemplate(true)}
disabled={isSubmitting || derivedTemplateLines.length < 2}
title={
derivedTemplateLines.length < 2
? 'Fyll i minst två konteringsrader med konto och belopp'
: undefined
}
>
<BookmarkPlus className="h-3.5 w-3.5 mr-1.5" />
Spara som mall
</Button>
</div>
{totals.balanced ? (
<Badge variant="success" className="text-[11px]">
Balanserad
</Badge>
) : (
<span className="text-xs text-muted-foreground flex items-center gap-1.5 tabular-nums">
<AlertTriangle className="h-3.5 w-3.5 text-warning" />
Diff {totals.diff.toFixed(2)}
</span>
)}
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="bd-notes" className="text-xs uppercase tracking-wider text-muted-foreground">
Anteckningar (valfritt)
</Label>
<Textarea
id="bd-notes"
value={notes}
onChange={(e) => setNotes(e.target.value)}
disabled={isSubmitting}
rows={2}
placeholder="Intern kommentar om verifikationen"
/>
</div>
<div className="flex items-center justify-between gap-3 pt-2 border-t">
<p
className={cn(
'text-xs tabular-nums',
disabledReason ? 'text-warning-foreground' : 'text-muted-foreground'
)}
aria-live="polite"
>
{disabledReason ?? 'Klar att bokföra.'}
</p>
<div className="flex items-center gap-2">
<Button
type="button"
variant="ghost"
onClick={() => onOpenChange(false)}
disabled={isSubmitting}
>
Avbryt
</Button>
<Button
type="button"
onClick={handleSubmit}
disabled={!canSubmit}
title={disabledReason ?? undefined}
>
{isSubmitting ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />
Bokför
</>
) : (
'Bokför'
)}
</Button>
</div>
</div>
</div>
</div>
</DialogContent>
<ActivateAccountsDialog
open={activationDialog.open}
accountNumbers={activationDialog.accountNumbers}
onConfirm={confirmActivation}
onCancel={cancelActivation}
/>
{/* Save the current kontering as a reusable template. Amounts are stored
as ratios of the total, so the user picks a fresh amount when applying
the mall later. The shared TemplateForm re-seeds from the derived lines
each time the dialog opens (Radix unmounts its content when closed). */}
<Dialog open={showSaveTemplate} onOpenChange={setShowSaveTemplate}>
<DialogContent className="max-w-lg max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Spara som bokföringsmall</DialogTitle>
<DialogDescription>
Spara den här konteringen som en återanvändbar mall. Beloppen sparas
som andelar av totalsumman du anger ett nytt belopp när du använder
mallen. Kontrollera raderna nedan innan du sparar.
</DialogDescription>
</DialogHeader>
{showSaveTemplate && (
<TemplateForm
mode="create"
entityLabels={TEMPLATE_ENTITY_LABELS}
initialTemplate={{
id: '',
company_id: null,
team_id: null,
created_by: null,
name: description.trim(),
description: '',
category: 'other',
entity_type: company?.entity_type ?? 'all',
lines: derivedTemplateLines,
is_system: false,
is_active: true,
created_at: '',
updated_at: '',
} satisfies BookingTemplateLibrary}
onSaved={() => setShowSaveTemplate(false)}
/>
)}
</DialogContent>
</Dialog>
</Dialog>
)
}