9f5a43310b
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>
282 lines
11 KiB
TypeScript
282 lines
11 KiB
TypeScript
'use client'
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/**
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* Ingående saldon (payroll cutover) panel on the employee editor.
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*
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* Mid-year switchers from another payroll system enter per-employee state
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* here: YTD accumulators, vacation balances (incl. sparade dagar per
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* origin year), opening semesterlöneskuld SEK, and the karens adjustment.
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* Locked (read-only) once the employee has a booked salary run; the lock
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* self-releases if that run is corrected.
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*/
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import { useEffect, useState } from 'react'
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import { useTranslations } from 'next-intl'
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import { Skeleton } from '@/components/ui/skeleton'
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import { Save } from 'lucide-react'
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import { useToast } from '@/components/ui/use-toast'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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interface OpeningBalancesData {
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cutover_date: string
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ytd_gross: number
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ytd_tax: number
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ytd_net: number
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vacation_paid_days_remaining: number
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vacation_days_taken_this_year: number
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vacation_saved_days_by_year: Record<string, number>
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opening_semester_liability: number
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opening_semester_liability_avgifter: number
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karens_periods_adjustment: number
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locked: boolean
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locked_by_run_id: string | null
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}
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const currentYear = new Date().getFullYear()
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/** Sparade dagar origin years: Semesterlagen allows saving max 5 years. */
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const SAVED_YEARS = Array.from({ length: 5 }, (_, i) => String(currentYear - 1 - i))
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export function OpeningBalancesPanel({ employeeId, canWrite }: { employeeId: string; canWrite: boolean }) {
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const t = useTranslations('salary_employee')
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const { toast } = useToast()
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const [loading, setLoading] = useState(true)
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const [saving, setSaving] = useState(false)
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const [locked, setLocked] = useState(false)
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const [hasRow, setHasRow] = useState(false)
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const [cutoverDate, setCutoverDate] = useState(`${currentYear}-01-01`)
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const [ytdGross, setYtdGross] = useState('')
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const [ytdTax, setYtdTax] = useState('')
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const [ytdNet, setYtdNet] = useState('')
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const [daysRemaining, setDaysRemaining] = useState('')
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const [daysTaken, setDaysTaken] = useState('')
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const [savedByYear, setSavedByYear] = useState<Record<string, string>>({})
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const [liability, setLiability] = useState('')
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const [liabilityAvgifter, setLiabilityAvgifter] = useState('')
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const [karens, setKarens] = useState('')
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useEffect(() => {
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async function load() {
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setLoading(true)
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const res = await fetch(`/api/salary/employees/${employeeId}/opening-balances`)
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if (res.ok) {
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const { data } = (await res.json()) as { data: OpeningBalancesData | null }
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if (data) {
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setHasRow(true)
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setLocked(data.locked)
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setCutoverDate(data.cutover_date)
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setYtdGross(String(data.ytd_gross))
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setYtdTax(String(data.ytd_tax))
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setYtdNet(String(data.ytd_net))
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setDaysRemaining(String(data.vacation_paid_days_remaining))
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setDaysTaken(String(data.vacation_days_taken_this_year ?? 0))
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setSavedByYear(
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Object.fromEntries(
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Object.entries(data.vacation_saved_days_by_year ?? {}).map(([y, d]) => [y, String(d)]),
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),
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)
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setLiability(String(data.opening_semester_liability))
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setLiabilityAvgifter(String(data.opening_semester_liability_avgifter))
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setKarens(String(data.karens_periods_adjustment))
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}
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}
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setLoading(false)
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}
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load()
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}, [employeeId])
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async function handleSave() {
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setSaving(true)
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const saved: Record<string, number> = {}
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for (const [year, value] of Object.entries(savedByYear)) {
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const days = parseFloat(value)
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if (Number.isFinite(days) && days > 0) saved[year] = days
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}
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const res = await fetch(`/api/salary/employees/${employeeId}/opening-balances`, {
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method: 'PUT',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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cutover_date: cutoverDate,
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ytd_gross: parseFloat(ytdGross) || 0,
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ytd_tax: parseFloat(ytdTax) || 0,
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ytd_net: parseFloat(ytdNet) || 0,
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vacation_paid_days_remaining: parseFloat(daysRemaining) || 0,
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vacation_days_taken_this_year: parseFloat(daysTaken) || 0,
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vacation_saved_days_by_year: saved,
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opening_semester_liability: parseFloat(liability) || 0,
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opening_semester_liability_avgifter: parseFloat(liabilityAvgifter) || 0,
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karens_periods_adjustment: parseInt(karens, 10) || 0,
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}),
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})
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if (res.ok) {
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setHasRow(true)
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toast({ title: t('opening_balances_saved') })
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} else {
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const result = await res.json()
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toast({
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title: t('opening_balances_save_failed'),
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description: getErrorMessage(result, { statusCode: res.status }),
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variant: 'destructive',
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})
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}
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setSaving(false)
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}
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if (loading) {
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return (
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<Card>
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<CardHeader>
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<CardTitle className="text-base">{t('opening_balances_title')}</CardTitle>
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</CardHeader>
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<CardContent className="space-y-4">
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<Skeleton className="h-10 w-full" />
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<Skeleton className="h-10 w-full" />
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</CardContent>
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</Card>
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)
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}
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const readOnly = locked || !canWrite
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return (
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<Card>
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<CardHeader>
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<CardTitle className="text-base">{t('opening_balances_title')}</CardTitle>
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<p className="text-sm text-muted-foreground">{t('opening_balances_description')}</p>
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</CardHeader>
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<CardContent className="space-y-6">
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{locked && (
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<p className="text-sm text-muted-foreground border border-border rounded-lg p-3">
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{t('opening_balances_locked_notice')}
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</p>
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)}
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div className="space-y-2">
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<Label htmlFor="ob-cutover">{t('opening_balances_cutover_date')}</Label>
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<Input
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id="ob-cutover"
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type="date"
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value={cutoverDate}
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onChange={(e) => setCutoverDate(e.target.value)}
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disabled={readOnly}
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/>
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<p className="text-xs text-muted-foreground">{t('opening_balances_cutover_hint')}</p>
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</div>
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<div className="space-y-2">
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<Label htmlFor="ob-karens">{t('opening_balances_karens')}</Label>
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<Input
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id="ob-karens"
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type="number"
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min={0}
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max={10}
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step={1}
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value={karens}
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onChange={(e) => setKarens(e.target.value)}
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disabled={readOnly}
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className="tabular-nums"
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/>
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<p className="text-xs text-muted-foreground">{t('opening_balances_karens_hint')}</p>
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</div>
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</div>
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<div>
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground mb-3">
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{t('opening_balances_ytd_heading')}
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</h2>
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<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div className="space-y-2">
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<Label htmlFor="ob-ytd-gross">{t('opening_balances_ytd_gross')}</Label>
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<Input id="ob-ytd-gross" type="number" min={0} value={ytdGross}
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onChange={(e) => setYtdGross(e.target.value)} disabled={readOnly} className="tabular-nums" />
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</div>
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<div className="space-y-2">
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<Label htmlFor="ob-ytd-tax">{t('opening_balances_ytd_tax')}</Label>
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<Input id="ob-ytd-tax" type="number" min={0} value={ytdTax}
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onChange={(e) => setYtdTax(e.target.value)} disabled={readOnly} className="tabular-nums" />
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</div>
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<div className="space-y-2">
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<Label htmlFor="ob-ytd-net">{t('opening_balances_ytd_net')}</Label>
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<Input id="ob-ytd-net" type="number" min={0} value={ytdNet}
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onChange={(e) => setYtdNet(e.target.value)} disabled={readOnly} className="tabular-nums" />
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</div>
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</div>
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</div>
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<div>
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground mb-3">
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{t('opening_balances_vacation_heading')}
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</h2>
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<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div className="space-y-2">
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<Label htmlFor="ob-days-remaining">{t('opening_balances_days_remaining')}</Label>
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<Input id="ob-days-remaining" type="number" min={0} max={40} step={0.5} value={daysRemaining}
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onChange={(e) => setDaysRemaining(e.target.value)} disabled={readOnly} className="tabular-nums" />
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</div>
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<div className="space-y-2">
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<Label htmlFor="ob-days-taken">{t('opening_balances_days_taken')}</Label>
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<Input id="ob-days-taken" type="number" min={0} max={40} step={0.5} value={daysTaken}
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onChange={(e) => setDaysTaken(e.target.value)} disabled={readOnly} className="tabular-nums" />
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<p className="text-xs text-muted-foreground">{t('opening_balances_days_taken_hint')}</p>
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</div>
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<div className="space-y-2">
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<Label htmlFor="ob-liability">{t('opening_balances_liability')}</Label>
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<Input id="ob-liability" type="number" min={0} value={liability}
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onChange={(e) => setLiability(e.target.value)} disabled={readOnly} className="tabular-nums" />
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</div>
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<div className="space-y-2">
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<Label htmlFor="ob-liability-avgifter">{t('opening_balances_liability_avgifter')}</Label>
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<Input id="ob-liability-avgifter" type="number" min={0} value={liabilityAvgifter}
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onChange={(e) => setLiabilityAvgifter(e.target.value)} disabled={readOnly} className="tabular-nums" />
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</div>
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</div>
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</div>
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<div>
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground mb-3">
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{t('opening_balances_saved_heading')}
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</h2>
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<p className="text-xs text-muted-foreground mb-3">{t('opening_balances_saved_hint')}</p>
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<div className="grid grid-cols-2 md:grid-cols-5 gap-4">
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{SAVED_YEARS.map((year) => (
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<div key={year} className="space-y-2">
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<Label htmlFor={`ob-saved-${year}`} className="tabular-nums">{year}</Label>
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<Input
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id={`ob-saved-${year}`}
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type="number"
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min={0}
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max={40}
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step={0.5}
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value={savedByYear[year] ?? ''}
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onChange={(e) => setSavedByYear((prev) => ({ ...prev, [year]: e.target.value }))}
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disabled={readOnly}
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className="tabular-nums"
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/>
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</div>
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))}
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</div>
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</div>
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{!readOnly && (
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<div className="flex justify-end">
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<Button onClick={handleSave} disabled={saving}>
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<Save className="h-4 w-4 mr-2" />
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{saving
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? t('opening_balances_saving')
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: hasRow
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? t('opening_balances_update')
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: t('opening_balances_save')}
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</Button>
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</div>
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)}
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</CardContent>
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</Card>
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)
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}
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