Files
accounted/components/salary/OpeningBalancesPanel.tsx
T
Jakob Wennberg 9f5a43310b fix(salary): recompute entitled_days on existing ledger rows and record pre-cutover taken days (#1403)
The vacation ledger sync carried entitled_days verbatim on existing open
rows while re-deriving accrued and taken, so a stale entitled value (for
example the flat 25 stored before Semesterlagen 7 § pro-rating existed)
survived every sync. The recompute loop now re-derives entitled the same
way the lazy-seed path does, with the opening-balance cutover still
outranking recomputation for the year containing cutover_date.

Opening balances could also not record paid vacation days already taken
in the cutover year under the previous payroll system. New additive
column employee_opening_balances.vacation_days_taken_this_year (NUMERIC
NOT NULL DEFAULT 0, CHECK 0..40) threaded through the shared service,
the Zod schema, the MCP staging tool (schema + mergeable fields), the
staged-operation executor, the v1 REST routes, and the employee editor
form. Ledger semantics for the cutover year, on both seed and recompute
paths: entitled = remaining + taken_this_year, taken = booked-run taken
+ taken_this_year, so remaining keeps meaning remaining and the seeded
value survives every subsequent sync.

Fixes #1347

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-04 19:35:02 +02:00

282 lines
11 KiB
TypeScript

'use client'
/**
* Ingående saldon (payroll cutover) panel on the employee editor.
*
* Mid-year switchers from another payroll system enter per-employee state
* here: YTD accumulators, vacation balances (incl. sparade dagar per
* origin year), opening semesterlöneskuld SEK, and the karens adjustment.
* Locked (read-only) once the employee has a booked salary run; the lock
* self-releases if that run is corrected.
*/
import { useEffect, useState } from 'react'
import { useTranslations } from 'next-intl'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Skeleton } from '@/components/ui/skeleton'
import { Save } from 'lucide-react'
import { useToast } from '@/components/ui/use-toast'
import { getErrorMessage } from '@/lib/errors/get-error-message'
interface OpeningBalancesData {
cutover_date: string
ytd_gross: number
ytd_tax: number
ytd_net: number
vacation_paid_days_remaining: number
vacation_days_taken_this_year: number
vacation_saved_days_by_year: Record<string, number>
opening_semester_liability: number
opening_semester_liability_avgifter: number
karens_periods_adjustment: number
locked: boolean
locked_by_run_id: string | null
}
const currentYear = new Date().getFullYear()
/** Sparade dagar origin years: Semesterlagen allows saving max 5 years. */
const SAVED_YEARS = Array.from({ length: 5 }, (_, i) => String(currentYear - 1 - i))
export function OpeningBalancesPanel({ employeeId, canWrite }: { employeeId: string; canWrite: boolean }) {
const t = useTranslations('salary_employee')
const { toast } = useToast()
const [loading, setLoading] = useState(true)
const [saving, setSaving] = useState(false)
const [locked, setLocked] = useState(false)
const [hasRow, setHasRow] = useState(false)
const [cutoverDate, setCutoverDate] = useState(`${currentYear}-01-01`)
const [ytdGross, setYtdGross] = useState('')
const [ytdTax, setYtdTax] = useState('')
const [ytdNet, setYtdNet] = useState('')
const [daysRemaining, setDaysRemaining] = useState('')
const [daysTaken, setDaysTaken] = useState('')
const [savedByYear, setSavedByYear] = useState<Record<string, string>>({})
const [liability, setLiability] = useState('')
const [liabilityAvgifter, setLiabilityAvgifter] = useState('')
const [karens, setKarens] = useState('')
useEffect(() => {
async function load() {
setLoading(true)
const res = await fetch(`/api/salary/employees/${employeeId}/opening-balances`)
if (res.ok) {
const { data } = (await res.json()) as { data: OpeningBalancesData | null }
if (data) {
setHasRow(true)
setLocked(data.locked)
setCutoverDate(data.cutover_date)
setYtdGross(String(data.ytd_gross))
setYtdTax(String(data.ytd_tax))
setYtdNet(String(data.ytd_net))
setDaysRemaining(String(data.vacation_paid_days_remaining))
setDaysTaken(String(data.vacation_days_taken_this_year ?? 0))
setSavedByYear(
Object.fromEntries(
Object.entries(data.vacation_saved_days_by_year ?? {}).map(([y, d]) => [y, String(d)]),
),
)
setLiability(String(data.opening_semester_liability))
setLiabilityAvgifter(String(data.opening_semester_liability_avgifter))
setKarens(String(data.karens_periods_adjustment))
}
}
setLoading(false)
}
load()
}, [employeeId])
async function handleSave() {
setSaving(true)
const saved: Record<string, number> = {}
for (const [year, value] of Object.entries(savedByYear)) {
const days = parseFloat(value)
if (Number.isFinite(days) && days > 0) saved[year] = days
}
const res = await fetch(`/api/salary/employees/${employeeId}/opening-balances`, {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
cutover_date: cutoverDate,
ytd_gross: parseFloat(ytdGross) || 0,
ytd_tax: parseFloat(ytdTax) || 0,
ytd_net: parseFloat(ytdNet) || 0,
vacation_paid_days_remaining: parseFloat(daysRemaining) || 0,
vacation_days_taken_this_year: parseFloat(daysTaken) || 0,
vacation_saved_days_by_year: saved,
opening_semester_liability: parseFloat(liability) || 0,
opening_semester_liability_avgifter: parseFloat(liabilityAvgifter) || 0,
karens_periods_adjustment: parseInt(karens, 10) || 0,
}),
})
if (res.ok) {
setHasRow(true)
toast({ title: t('opening_balances_saved') })
} else {
const result = await res.json()
toast({
title: t('opening_balances_save_failed'),
description: getErrorMessage(result, { statusCode: res.status }),
variant: 'destructive',
})
}
setSaving(false)
}
if (loading) {
return (
<Card>
<CardHeader>
<CardTitle className="text-base">{t('opening_balances_title')}</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<Skeleton className="h-10 w-full" />
<Skeleton className="h-10 w-full" />
</CardContent>
</Card>
)
}
const readOnly = locked || !canWrite
return (
<Card>
<CardHeader>
<CardTitle className="text-base">{t('opening_balances_title')}</CardTitle>
<p className="text-sm text-muted-foreground">{t('opening_balances_description')}</p>
</CardHeader>
<CardContent className="space-y-6">
{locked && (
<p className="text-sm text-muted-foreground border border-border rounded-lg p-3">
{t('opening_balances_locked_notice')}
</p>
)}
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="ob-cutover">{t('opening_balances_cutover_date')}</Label>
<Input
id="ob-cutover"
type="date"
value={cutoverDate}
onChange={(e) => setCutoverDate(e.target.value)}
disabled={readOnly}
/>
<p className="text-xs text-muted-foreground">{t('opening_balances_cutover_hint')}</p>
</div>
<div className="space-y-2">
<Label htmlFor="ob-karens">{t('opening_balances_karens')}</Label>
<Input
id="ob-karens"
type="number"
min={0}
max={10}
step={1}
value={karens}
onChange={(e) => setKarens(e.target.value)}
disabled={readOnly}
className="tabular-nums"
/>
<p className="text-xs text-muted-foreground">{t('opening_balances_karens_hint')}</p>
</div>
</div>
<div>
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground mb-3">
{t('opening_balances_ytd_heading')}
</h2>
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div className="space-y-2">
<Label htmlFor="ob-ytd-gross">{t('opening_balances_ytd_gross')}</Label>
<Input id="ob-ytd-gross" type="number" min={0} value={ytdGross}
onChange={(e) => setYtdGross(e.target.value)} disabled={readOnly} className="tabular-nums" />
</div>
<div className="space-y-2">
<Label htmlFor="ob-ytd-tax">{t('opening_balances_ytd_tax')}</Label>
<Input id="ob-ytd-tax" type="number" min={0} value={ytdTax}
onChange={(e) => setYtdTax(e.target.value)} disabled={readOnly} className="tabular-nums" />
</div>
<div className="space-y-2">
<Label htmlFor="ob-ytd-net">{t('opening_balances_ytd_net')}</Label>
<Input id="ob-ytd-net" type="number" min={0} value={ytdNet}
onChange={(e) => setYtdNet(e.target.value)} disabled={readOnly} className="tabular-nums" />
</div>
</div>
</div>
<div>
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground mb-3">
{t('opening_balances_vacation_heading')}
</h2>
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div className="space-y-2">
<Label htmlFor="ob-days-remaining">{t('opening_balances_days_remaining')}</Label>
<Input id="ob-days-remaining" type="number" min={0} max={40} step={0.5} value={daysRemaining}
onChange={(e) => setDaysRemaining(e.target.value)} disabled={readOnly} className="tabular-nums" />
</div>
<div className="space-y-2">
<Label htmlFor="ob-days-taken">{t('opening_balances_days_taken')}</Label>
<Input id="ob-days-taken" type="number" min={0} max={40} step={0.5} value={daysTaken}
onChange={(e) => setDaysTaken(e.target.value)} disabled={readOnly} className="tabular-nums" />
<p className="text-xs text-muted-foreground">{t('opening_balances_days_taken_hint')}</p>
</div>
<div className="space-y-2">
<Label htmlFor="ob-liability">{t('opening_balances_liability')}</Label>
<Input id="ob-liability" type="number" min={0} value={liability}
onChange={(e) => setLiability(e.target.value)} disabled={readOnly} className="tabular-nums" />
</div>
<div className="space-y-2">
<Label htmlFor="ob-liability-avgifter">{t('opening_balances_liability_avgifter')}</Label>
<Input id="ob-liability-avgifter" type="number" min={0} value={liabilityAvgifter}
onChange={(e) => setLiabilityAvgifter(e.target.value)} disabled={readOnly} className="tabular-nums" />
</div>
</div>
</div>
<div>
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground mb-3">
{t('opening_balances_saved_heading')}
</h2>
<p className="text-xs text-muted-foreground mb-3">{t('opening_balances_saved_hint')}</p>
<div className="grid grid-cols-2 md:grid-cols-5 gap-4">
{SAVED_YEARS.map((year) => (
<div key={year} className="space-y-2">
<Label htmlFor={`ob-saved-${year}`} className="tabular-nums">{year}</Label>
<Input
id={`ob-saved-${year}`}
type="number"
min={0}
max={40}
step={0.5}
value={savedByYear[year] ?? ''}
onChange={(e) => setSavedByYear((prev) => ({ ...prev, [year]: e.target.value }))}
disabled={readOnly}
className="tabular-nums"
/>
</div>
))}
</div>
</div>
{!readOnly && (
<div className="flex justify-end">
<Button onClick={handleSave} disabled={saving}>
<Save className="h-4 w-4 mr-2" />
{saving
? t('opening_balances_saving')
: hasRow
? t('opening_balances_update')
: t('opening_balances_save')}
</Button>
</div>
)}
</CardContent>
</Card>
)
}