* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade The engine half of the reconciliation page (design: Avstämningsmotorn). - lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket, händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad, bokfört), the item buckets the page shows (proposed, unmatched external, unmatched ledger, matched, ignored, upcoming), opening_difference, unexplained_difference (0,00 by construction when data is consistent), dead-link handling (a link to a reversed/draft entry counts as unlinked and is flagged), awaiting_external for ledger lines within 5 days of the snapshot, staleness, and a window that scopes item lists without hiding older rows. Core reads skattekonto_transactions and the extension's snapshot row directly; no @/extensions import. - lib/reconciliation/gl-balance.ts: one ledger-balance helper with the trial-balance predicate status IN (posted, reversed). The drift check summed posted only, which misstated 1630 for any company with a storno on the account; skattekonto-drift.ts now delegates to the helper. - Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id / suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now assigns one-to-one across rows (AGI period first, then nearest date) and falls back to an entry whose 1630 lines net to the amount (split lines); a proposal is never a link. - lib/reconciliation/service.ts + schemas.ts: the account-keyed facade (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts (enabled cash accounts folded per IBAN, skattekonto when configured) and getAccountStatus dispatching to the bank engine or the new one; shared Zod shapes for the v1 registry, MCP schemas and the UI (PR 2). Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window, window scoping, failed ledger read, live-linked entries never proposed; matcher one-to-one and split-line cases; proposal refresh writes/clears; service dedupe and dispatch. No UI in this PR. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet) The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in five places. Switch to roundOre from @/lib/money and ratchet the baseline down by the three occurrences this removes net of the matcher rewrite. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link. - lib/reconciliation/items.ts: listAccountItems per account_key, the page's buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored, upcoming), limit/offset; skattekonto from the engine, bank from the scoped transactions + unlinked GL lines (netted per entry). - lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run, partial success with codes), unmatchLink, setItemIgnored; emits reconciliation.matched / reconciliation.unmatched. - lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a skattekonto row (single line or entry net on 1630, live-link guard, race-safe update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry until its tests are ported. - Dashboard routes /api/reconciliation/accounts[...]: list, status, items, links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply directly (a human clicked). - v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six, withApiV1, new scopes reconciliation:read / reconciliation:write (write is a staging scope for SoD), Idempotency-Key + dry_run on writes, registered for OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes and their transactions:* scopes unchanged. - MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path untouched), new gnubok_list_reconciliation_items (default catalog), gnubok_reconcile_match (stages reconciliation_match, preflight = status) and gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry moved to search. Executors in commit.ts; risk tiers medium/low; migration pair 20260823130000/130001 adds the two op types to the CHECK constraint (value list = live prod as of 2026-08-23 + the two); close_period loadout updated. Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/ happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and apiskill:check green; no type errors in changed files. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard The six new v1 reconciliation endpoints and the two new scopes were not recorded in the spec snapshot, and setSkattekontoRowIgnored updated through one conditional payload, which the phantom-column scanner cannot read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): the Avstämning page, one body for every account with an outside truth /reconciliation in Arbeta (after Transaktioner), on the approved layout: an account rail on the left (bank accounts and the skattekonto, logo or monogram, last fetch, status dot, URL-owned selection), and for the selected account four tiles (outside, ledger, difference, unexplained), the bridge that explains the difference, an actions row (link the proposed pairs, book the unbooked skattekonto events, run the bank matcher) and a full-width table banded by bucket with proposal rows linkable one by one. Every read and write goes through the PR 2 dashboard routes, so the page shows exactly what the v1 API and the MCP tools see. Also: nav item, command palette entry, sv/en strings. Period picker, manual match mode and sign-off are deliberately not here (PR 4/5). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): sign-off, period picker, Hem row and the three doors for it "Markera som avstämd t.o.m. <datum>" as an append-only attestation: account_reconciliations (who signed which account through which date, with the numbers as they stood; reopen stamps instead of deletes; RLS members write as themselves, viewers read). Policy in one place (lib/reconciliation/signoff.ts): refused with an unexplained difference unless forced with a note, refused past today or past the skattekonto snapshot, refused at or before an active sign-off; reopen is the undo. Every status read now carries the latest active sign-off and the rail shows "avstämt t.o.m.". Three doors: dashboard routes (GET/POST .../signoff, POST .../reopen), v1 (same, scope reconciliation:signoff, Idempotency-Key, dry-run, registry + regenerated API skill), MCP gnubok_reconcile_signoff (search catalog, stages reconciliation_signoff after a policy dry run; executor + risk tier + op-type CHECK migration pair). Events reconciliation.signed_off / reconciliation.reopened, and the four reconciliation events join the public webhook set (additive; API version unchanged, changelog section added). Page: räkenskapsår + range picker in the header (own preset memory, opens on this month) scoping the bridge, the items and the default sign-off date; sign-off dialog with the forced-with-note path; reopen on hover. Hem: worklist category reconciliation_due ("Konton att stämma av"), zero until the company has signed anything off. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): classify reconciliation:signoff as a tenant write for the MCP role guard gnubok_reconcile_signoff carries the deliberately separate reconciliation:signoff scope; the central viewer guard keys on the :write/:approve/:manage suffixes, so a viewer could reach the tool (RLS would still refuse the row, but the guard is the intended layer). Add :signoff to the classifier; the strictness test that caught it now passes. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(providers): serve local rate-limiter waiters in arrival order Two callers that both found the in-memory bucket empty each set their own timeout; the timeouts expired at the same instant from different timer lists and which woke first was platform-dependent. hydrateInvoices relies on "started first, requested first" to serve open invoices before paid ones, so lib/providers/__tests__/hydrate-invoices.test.ts flipped on CI (twice on #1817) while holding locally. A promise queue makes the local waiters FIFO without changing the rate; the Upstash path is untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> (cherry picked from commit 14a7599bf2c6fa7f97de6ffab3dc4cf4d0e1827d) --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
436 lines
18 KiB
TypeScript
436 lines
18 KiB
TypeScript
'use client'
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import { useState } from 'react'
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import Link from 'next/link'
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import { useTranslations } from 'next-intl'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { EmptyState } from '@/components/ui/empty-state'
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import { useToast } from '@/components/ui/use-toast'
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import { cn, formatCurrency, formatDate } from '@/lib/utils'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import { useCapability } from '@/contexts/CompanyContext'
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import { CAPABILITY } from '@/lib/entitlements/keys'
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import { visibleWorklistTotal } from '@/lib/worklist/visible-total'
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import {
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ArrowLeftRight,
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ArrowRight,
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BookOpen,
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CalendarClock,
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CheckCircle2,
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ChevronRight,
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Eye,
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FileWarning,
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Inbox,
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Landmark,
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Loader2,
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ReceiptText,
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Scale,
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ShieldCheck,
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Stamp,
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} from 'lucide-react'
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import type { SuggestedMatch, WorklistCounts } from '@/lib/worklist/types'
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/**
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* AttGoraSection: the dashboard's unified worklist ("Att göra").
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*
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* One flat ledger of everything actionable, grouped into three bands by
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* session intent: Bokför (the daily loop), Granska & komplettera (close the
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* gaps), Bevaka (time-driven). Every count comes from lib/worklist (the same
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* source as the sidebar badges) so the numbers can never disagree.
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*
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* Suggested transaction↔invoice matches render inline with one-click confirm:
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* the row posts to the existing match endpoints, fades out optimistically,
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* and the counts refetch from /api/worklist/counts.
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*/
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interface ExpiringBankConnection {
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id: string
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bank_name: string
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days_left: number
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}
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interface AttGoraSectionProps {
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worklist: WorklistCounts
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suggestedMatches: SuggestedMatch[]
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expiringBankConnections?: ExpiringBankConnection[]
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/**
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* True while the setup checklist is open and the company has zero posted
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* journal entries. An empty ledger is not an achievement: the all-clear
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* state then says "nothing here yet" instead of a false "all caught up".
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*/
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emptyLedger?: boolean
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}
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interface WorklistRowProps {
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href: string
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icon: React.ComponentType<{ className?: string }>
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label: string
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detail?: string
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count: number
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badge?: React.ReactNode
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}
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function WorklistRow({ href, icon: Icon, label, detail, count, badge }: WorklistRowProps) {
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return (
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<Link
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href={href}
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className="group flex w-full items-start gap-3 border-b border-border px-1 py-3.5 transition-colors duration-150 hover:bg-secondary/30"
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>
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<span className="mt-px w-[18px] shrink-0 text-muted-foreground" aria-hidden>
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<Icon className="h-[15px] w-[15px]" />
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</span>
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<div className="min-w-0 flex-1">
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<p className="truncate text-[13.5px]">{label}</p>
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{detail && <p className="mt-0.5 truncate text-xs text-muted-foreground">{detail}</p>}
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</div>
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<span className="ml-auto flex shrink-0 items-center gap-2.5 pt-px">
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{badge}
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<Badge variant="secondary" className="font-normal tabular-nums">
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{count}
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</Badge>
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<ChevronRight className="h-3.5 w-3.5 text-muted-foreground opacity-0 transition-opacity duration-150 group-hover:opacity-100" />
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</span>
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</Link>
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)
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}
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function BandHeader({ children }: { children: React.ReactNode }) {
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return (
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<p className="px-1 pt-5 pb-1 text-[11px] font-medium uppercase tracking-[0.08em] text-muted-foreground/80">
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{children}
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</p>
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)
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}
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export default function AttGoraSection({
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worklist,
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suggestedMatches,
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expiringBankConnections = [],
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emptyLedger = false,
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}: AttGoraSectionProps) {
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const t = useTranslations('dashboard')
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const { toast } = useToast()
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// The Dokumentinkorg is a paid (AI) surface: a non-payer's home to-do list
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// must not offer a row that jumps to the gated workspace. Mirrors the sidebar
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// + command palette gate; the page itself enforces it server-side.
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const hasAi = useCapability(CAPABILITY.ai)
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const [counts, setCounts] = useState(worklist.counts)
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const [total, setTotal] = useState(worklist.total)
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const [matches, setMatches] = useState(suggestedMatches)
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const [leavingIds, setLeavingIds] = useState<Set<string>>(new Set())
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const [confirmingId, setConfirmingId] = useState<string | null>(null)
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// A confirmed match books a journal entry, so the server-derived
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// emptyLedger flag goes stale the moment one succeeds in this session.
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const [postedSinceLoad, setPostedSinceLoad] = useState(false)
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async function refetchCounts() {
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try {
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const res = await fetch('/api/worklist/counts')
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if (!res.ok) throw new Error(`worklist counts refetch failed: ${res.status}`)
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const json = (await res.json().catch(() => ({}))) as { data?: WorklistCounts }
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if (json.data) {
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setCounts(json.data.counts)
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setTotal(json.data.total)
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}
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} catch (err) {
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// Stale counts self-correct on the next page load: never block the
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// flow. Note this is a browser console.error and nothing collects it:
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// the observability sink (lib/observability) is server-side and has no
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// client adapter, so a systematically broken counts endpoint currently
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// hides behind silently frozen numbers until someone reports it.
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console.error('[att-gora] worklist counts refetch failed', err)
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}
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}
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async function handleConfirmMatch(match: SuggestedMatch) {
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setConfirmingId(match.transaction_id)
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try {
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const url =
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match.kind === 'invoice'
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? `/api/transactions/${match.transaction_id}/match-invoice`
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: `/api/transactions/${match.transaction_id}/match-supplier-invoice`
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const body =
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match.kind === 'invoice'
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? { invoice_id: match.candidate_id }
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: { supplier_invoice_id: match.candidate_id }
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const res = await fetch(url, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(body),
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})
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const result = await res.json().catch(() => ({}))
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if (!res.ok || result.error) {
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toast({
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title: t('suggested_failed_toast'),
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description: getErrorMessage(result, { context: 'transaction', statusCode: res.status }),
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variant: 'destructive',
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})
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return
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}
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toast({ title: t('suggested_confirmed_toast') })
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setPostedSinceLoad(true)
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// Fade the row out, drop it, then re-sync every count from the source
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// of truth (the match also booked a transaction, so several numbers move).
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setLeavingIds((prev) => new Set(prev).add(match.transaction_id))
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setTimeout(() => {
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setMatches((prev) => prev.filter((m) => m.transaction_id !== match.transaction_id))
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setLeavingIds((prev) => {
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const next = new Set(prev)
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next.delete(match.transaction_id)
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return next
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})
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}, 200)
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void refetchCounts()
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} catch {
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toast({ title: t('suggested_failed_toast'), variant: 'destructive' })
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} finally {
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setConfirmingId(null)
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}
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}
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const showInboxDocuments = hasAi && counts.inbox_document > 0
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const bokforRows = counts.book_transaction > 0 || showInboxDocuments || matches.length > 0
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const granskaRows =
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counts.supplier_invoice_approval > 0 ||
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counts.verifikat_missing_document > 0 ||
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counts.pending_operations > 0
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const bevakaRows =
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counts.overdue_invoice > 0 ||
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counts.deadline_action > 0 ||
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counts.reconciliation_due > 0 ||
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expiringBankConnections.length > 0
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const allClear = !bokforRows && !granskaRows && !bevakaRows
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// The header total must equal what the section actually shows, computed off
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// the same visibleWorklistTotal helper as the dashboard KPI tile so the two
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// can never drift: the hidden paid inbox row is subtracted for non-payers,
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// else the header would count work the section no longer renders.
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const displayTotal = visibleWorklistTotal({
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total,
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inboxDocumentCount: counts.inbox_document,
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hasAi,
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extra: expiringBankConnections.length,
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})
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return (
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<section aria-label={t('att_gora_title')}>
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{/* Pane header: Geist title + quiet count over a hairline */}
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<div className="flex items-baseline justify-between border-b border-border px-1 pb-2.5">
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<h2 className="font-sans text-sm font-medium">{t('att_gora_title')}</h2>
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<p className="text-xs text-muted-foreground tabular-nums" role="status" aria-live="polite">
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{allClear
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? emptyLedger && !postedSinceLoad
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? t('att_gora_new_status')
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: t('all_done')
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: t('att_gora_left', { count: displayTotal })}
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</p>
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</div>
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<div>
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{allClear ? (
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emptyLedger && !postedSinceLoad ? (
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<EmptyState
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icon={BookOpen}
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title={t('att_gora_new_title')}
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description={t('att_gora_new_body')}
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className="py-10"
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/>
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) : (
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<EmptyState
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icon={CheckCircle2}
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title={t('att_gora_empty_title')}
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description={t('att_gora_empty_body')}
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className="py-10"
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/>
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)
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) : (
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<div className="pb-2">
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{bokforRows && (
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<div>
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<BandHeader>{t('band_bokfor')}</BandHeader>
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<div>
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{counts.book_transaction > 0 && (
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<WorklistRow
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href="/transactions"
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icon={ArrowLeftRight}
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label={t('row_book_transactions')}
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count={counts.book_transaction}
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/>
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)}
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{matches.length > 0 && (
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<div className="px-4 py-3">
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<p className="text-xs text-muted-foreground mb-2">
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{t('suggested_title')}
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</p>
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<div>
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{matches.map((match) => {
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const isLeaving = leavingIds.has(match.transaction_id)
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const isConfirming = confirmingId === match.transaction_id
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return (
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<div
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key={match.transaction_id}
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className={cn(
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'grid transition-[grid-template-rows,opacity] duration-200 motion-reduce:transition-none',
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isLeaving ? 'grid-rows-[0fr] opacity-0' : 'grid-rows-[1fr]',
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)}
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>
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<div className="overflow-hidden pb-1">
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<div className="flex items-center gap-3 rounded-sm bg-secondary/40 px-3 py-2">
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<div className="flex-1 min-w-0">
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<p className="text-sm truncate">
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{match.transaction_description}
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<span className="text-muted-foreground tabular-nums">
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{' '}
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· {formatCurrency(
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Math.abs(match.transaction_amount),
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match.transaction_currency,
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)}
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</span>
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</p>
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<p className="text-xs text-muted-foreground mt-0.5 truncate tabular-nums">
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<ArrowRight className="inline h-3 w-3 mr-1" aria-hidden />
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{match.kind === 'invoice'
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? t('suggested_kind_invoice')
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: t('suggested_kind_supplier_invoice')}
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{match.candidate_number ? ` ${match.candidate_number}` : ''}
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{match.counterparty_name ? ` · ${match.counterparty_name}` : ''}
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{' · '}
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{formatDate(match.transaction_date)}
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</p>
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</div>
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<Link
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href={`/transactions?highlight=${match.transaction_id}`}
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aria-label={t('suggested_view')}
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title={t('suggested_view')}
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className="shrink-0 h-10 w-10 inline-flex items-center justify-center rounded-sm text-muted-foreground hover:text-foreground hover:bg-secondary/60 transition-colors"
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>
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<Eye className="h-4 w-4" />
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</Link>
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<Button
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size="sm"
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className="shrink-0"
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disabled={!!confirmingId || isLeaving}
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onClick={() => void handleConfirmMatch(match)}
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>
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{isConfirming ? (
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<>
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<Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />
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{t('suggested_confirm')}
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</>
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) : (
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t('suggested_confirm')
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)}
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</Button>
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</div>
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</div>
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</div>
|
|
)
|
|
})}
|
|
</div>
|
|
</div>
|
|
)}
|
|
{showInboxDocuments && (
|
|
<WorklistRow
|
|
href="/e/general/invoice-inbox"
|
|
icon={Inbox}
|
|
label={t('row_inbox_documents')}
|
|
detail={t('row_inbox_documents_detail')}
|
|
count={counts.inbox_document}
|
|
/>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{granskaRows && (
|
|
<div>
|
|
<BandHeader>{t('band_granska')}</BandHeader>
|
|
<div>
|
|
{counts.supplier_invoice_approval > 0 && (
|
|
<WorklistRow
|
|
href="/supplier-invoices"
|
|
icon={Stamp}
|
|
label={t('row_supplier_approval')}
|
|
count={counts.supplier_invoice_approval}
|
|
/>
|
|
)}
|
|
{counts.verifikat_missing_document > 0 && (
|
|
<WorklistRow
|
|
href="/bookkeeping?missingUnderlag=true"
|
|
icon={FileWarning}
|
|
label={t('row_missing_underlag')}
|
|
count={counts.verifikat_missing_document}
|
|
/>
|
|
)}
|
|
{counts.pending_operations > 0 && (
|
|
<WorklistRow
|
|
href="/pending"
|
|
icon={ShieldCheck}
|
|
label={t('row_pending_ops')}
|
|
count={counts.pending_operations}
|
|
/>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{bevakaRows && (
|
|
<div>
|
|
<BandHeader>{t('band_bevaka')}</BandHeader>
|
|
<div>
|
|
{counts.overdue_invoice > 0 && (
|
|
<WorklistRow
|
|
href="/invoices?status=unpaid"
|
|
icon={ReceiptText}
|
|
label={t('row_overdue_invoices')}
|
|
count={counts.overdue_invoice}
|
|
/>
|
|
)}
|
|
{counts.deadline_action > 0 && (
|
|
<WorklistRow
|
|
href="/deadlines"
|
|
icon={CalendarClock}
|
|
label={t('row_deadlines')}
|
|
count={counts.deadline_action}
|
|
/>
|
|
)}
|
|
{counts.reconciliation_due > 0 && (
|
|
<WorklistRow
|
|
href="/reconciliation"
|
|
icon={Scale}
|
|
label={t('row_reconciliation_due')}
|
|
detail={t('row_reconciliation_due_detail')}
|
|
count={counts.reconciliation_due}
|
|
/>
|
|
)}
|
|
{expiringBankConnections.length > 0 && (
|
|
<WorklistRow
|
|
href="/settings/banking"
|
|
icon={Landmark}
|
|
label={t('bank_consent_expiring')}
|
|
detail={
|
|
expiringBankConnections[0].days_left === 1
|
|
? t('bank_consent_detail_one', {
|
|
bank: expiringBankConnections[0].bank_name,
|
|
days: expiringBankConnections[0].days_left,
|
|
})
|
|
: t('bank_consent_detail_other', {
|
|
bank: expiringBankConnections[0].bank_name,
|
|
days: expiringBankConnections[0].days_left,
|
|
})
|
|
}
|
|
count={expiringBankConnections.length}
|
|
/>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
</div>
|
|
</section>
|
|
)
|
|
}
|