d840257c0c
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login Add chatgpt.com/connector/oauth/* (per-instance) and the legacy chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth redirect allowlist so ChatGPT MCP connectors can register and authorize. Fix the login page dropping the ?next= destination: an OAuth-initiated visit that required login previously ended on the dashboard and the connection flow silently died. Login now resumes to the sanitized next path (hard navigation, since the consent page is route-handler HTML), carries it through the MFA step-up as returnTo, and /mfa/verify hard-navigates for /api/ destinations. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(transactions): dedup incoming feed rows against booked hand-entered twins Users who bookkeep via MCP/chat first and connect their bank afterwards got the same movement twice: the synced row's external_id lives in a different namespace, the free-form manual title never text-bridges the bank's raw string, and the cross-channel mirror deliberately excluded manual/mcp rows. Extend the mirror with a booked-hand-entered track: an incoming feed row is skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count- symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be booked (staged rows never consume an import), currencies must not contradict (bucket key is date+ore only), the cash-account guard applies to the count exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming count so an already-stored row cannot inflate it. Consumption stamps the batch cash_account_id onto an account-unbound hand row, so one hand row can never consume feed rows on other accounts in later syncs. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit) Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style: strike lines inside a posted verifikat with replacements in the same voucher, and correct description/entry_date without an andringsverifikat. Envelope: posted entries, open unlocked periods, company lock date, same-period date moves, structural/FX/doc-linked lines excluded, and a reconciliation guard preserving per-account net on bank/reskontra sides of externally linked entries. Every rattelse writes an immutable who/when row (journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and struck originals render struck-through in the verifikat; list rows and the detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the swedish-accounting-compliance skill are amended to state the two-track rule. Staging carries the DDL; prod gets it on merge. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB - Manual journal entry: saldo column now shows before -> after computed from the typed debit/credit amounts (direction feedback while booking) - Resultatrapport: a narrowed date range now compares against the same window shifted one year back (#862), merged across fiscal periods for brutet rakenskapsar; P&L rows report window activity instead of rolled-forward YTD closing - Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab, settings > assistant), sidebar entry unaffected; collapsed sessions keep their reopen handle Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(stripe): sync balance transactions as a bank feed on 1686 Import the connected Stripe balance into the transactions inbox, opt-in per connection (transaction_sync_enabled on stripe_connections): - Balance transactions map to feed rows with the two-row gross+fee split and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on created, bound to a provisioned "Stripe-saldo" cash account on 1686 so booking settles against the clearing account by construction. - Double-booking protection: settled payment-link charges import pre-linked to their settlement entry; payout rows import pre-linked to the payout entry; processPayoutPaidEvent claims the payout's fee rows at booking time (linkPayoutFeedRows, idempotent from both directions). - Cursor last_balance_txn_synced_at with 24h overlap; first run backfills 90 days floored at the day after the company lock date. - Nightly cron /api/extensions/stripe/transactions/cron (03:30), transaction-sync toggle route, "Synka nu" covers both feeds, settings panel toggle with last-synced/backfill note, sv+en strings. - Migration 20260723200000 (applied to staging). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(transactions): offer match-to-voucher on unbooked history rows Unbooked transactions with is_business already set (e.g. left behind when a voucher was removed without a full uncategorize) land in the history list instead of the inbox, where the match-against-existing-voucher action did not exist, leaving them with no path back to voucher matching. Add the same menu item to the history list for unbooked rows. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(transactions): enhance ownership checks and error handling in journal entry routes --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2020 lines
83 KiB
TypeScript
2020 lines
83 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
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import { useTranslations, useLocale } 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 { Textarea } from '@/components/ui/textarea'
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import { Label } from '@/components/ui/label'
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter } from '@/components/ui/dialog'
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import { useToast } from '@/components/ui/use-toast'
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import { Plus, Trash2, AlertTriangle, Loader2, Lock, CalendarPlus, Eraser, Tags, BookmarkPlus } from 'lucide-react'
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import { Badge } from '@/components/ui/badge'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
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import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import LineDimensionFields from '@/components/dimensions/LineDimensionFields'
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import { loadBasCatalog, type CatalogAccount } from '@/lib/bookkeeping/bas-catalog-client'
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import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
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import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
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import { sourceTypeForTemplateCategory } from '@/lib/bookkeeping/template-source-type'
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import { TemplateForm } from '@/components/settings/TemplateForm'
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import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
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import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
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import { AddAccountDialog } from '@/components/bookkeeping/AddAccountDialog'
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import DuplicateBookingDialog, { type DuplicateMatchTransaction } from '@/components/transactions/DuplicateBookingDialog'
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import { Skeleton } from '@/components/ui/skeleton'
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import {
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useSubmitWithAccountActivation,
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throwOnStructuredError,
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} from '@/lib/hooks/use-submit-with-account-activation'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import { formatCurrency } from '@/lib/utils'
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import { roundOre } from '@/lib/money'
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import { formatVoucher, resolveDefaultSeriesForSource } from '@/lib/bookkeeping/voucher-series-resolver'
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import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
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import { useCompany } from '@/contexts/CompanyContext'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency, BookingTemplateLibrary, BookingTemplateCategory } from '@/types'
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import type { BookedDuplicateCandidate } from '@/lib/transactions/booking-duplicate-detection'
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const CURRENCIES: { value: Currency; label: string }[] = [
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{ value: 'SEK', label: 'SEK' },
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{ value: 'EUR', label: 'EUR' },
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{ value: 'USD', label: 'USD' },
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{ value: 'GBP', label: 'GBP' },
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{ value: 'NOK', label: 'NOK' },
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{ value: 'DKK', label: 'DKK' },
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]
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export interface FormLine {
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account_number: string
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debit_amount: string
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credit_amount: string
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line_description: string
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currency?: string
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amount_in_currency?: number
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exchange_rate?: number
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/** SIE dimension map {sie_dim_no: object_code}, e.g. {"1":"KS01","6":"P001"}. */
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dimensions?: Record<string, string>
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}
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interface Props {
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onCreated?: () => void
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onEntryCreated?: (entryId: string) => void
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initialLines?: FormLine[]
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initialDate?: string
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initialDescription?: string
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initialNotes?: string
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initialVoucherSeries?: string
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sourceType?: JournalEntrySourceType
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sourceId?: string
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submitUrl?: string
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embedded?: boolean
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/** Render without the Card chrome (e.g. inside a dialog) but keep the full
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* non-embedded field set (series, notes, documents, voucher hint). */
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bare?: boolean
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/** Edit an existing DRAFT in place: the form PATCHes this entry instead of
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* creating a new one. Only the draft's header + lines are updated. */
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editEntryId?: string
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/** Fired after a successful draft edit (editEntryId path). */
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onUpdated?: () => void
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/** The bank transaction being booked (set by TransactionBookingDialog).
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* Enables the duplicate guard's "Matcha mot verifikatet" action for
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* ledger-only voucher candidates. */
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duplicateMatchTransaction?: DuplicateMatchTransaction
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/** Fired after the duplicate guard's match action links the transaction to
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* the existing voucher (no new entry was created). */
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onDuplicateMatched?: (journalEntryId: string) => void
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}
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const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
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export default function JournalEntryForm({
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onCreated,
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onEntryCreated,
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initialLines,
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initialDate,
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initialDescription,
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initialNotes,
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initialVoucherSeries,
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sourceType,
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sourceId,
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submitUrl,
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embedded,
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bare,
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editEntryId,
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onUpdated,
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duplicateMatchTransaction,
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onDuplicateMatched,
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}: Props) {
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const { canWrite } = useCanWrite()
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const { toast } = useToast()
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const { company } = useCompany()
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const t = useTranslations('journal_form')
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// Reused only for the bilingual entity-type labels the shared TemplateForm
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// expects (matches BookingTemplatesPanel); the form itself already pulls its
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// copy from this namespace.
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const tTpl = useTranslations('settings_booking_templates')
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const locale = useLocale()
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const [periods, setPeriods] = useState<FiscalPeriod[]>([])
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const [selectedPeriod, setSelectedPeriod] = useState('')
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const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
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const [description, setDescription] = useState(initialDescription ?? '')
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const [notes, setNotes] = useState(initialNotes ?? '')
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const [showNotes, setShowNotes] = useState(false)
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// Dimension tagging (kostnadsställe/projekt). The affordances render only
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// when company_settings.dimensions_enabled: a UI-visibility gate; lines
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// that already carry dimensions (e.g. a draft being edited) still round-trip
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// untouched when the toggle is off.
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const [dimensionsEnabled, setDimensionsEnabled] = useState(false)
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const [showDims, setShowDims] = useState(false)
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// Header-level default dims ("gäller alla rader"). The per-row maps on
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// `lines` are the ONE source of truth: this state only drives the header
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// comboboxes; setHeaderDimension writes the default through to the rows.
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const [headerDims, setHeaderDims] = useState<Record<string, string>>({})
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// Which row's dimension popover is open (desktop table), and its container
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// for the outside-click close.
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const [dimPopoverRow, setDimPopoverRow] = useState<number | null>(null)
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const dimPopoverRef = useRef<HTMLDivElement | null>(null)
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const [lines, setLines] = useState<FormLine[]>(
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initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
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)
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const [voucherSeries, setVoucherSeries] = useState(initialVoucherSeries ?? 'A')
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// The source_type the entry will be committed with. Seeded from the prop
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// (undefined -> 'manual' for the standalone form). Applying a booking template
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// whose category maps to a dedicated source type (e.g. VAT -> vat_settlement)
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// flips this so the entry lands in that type's configured voucher series.
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const [effectiveSourceType, setEffectiveSourceType] = useState<JournalEntrySourceType>(
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sourceType ?? 'manual',
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)
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// Cache of the company's series config so template routing can re-resolve the
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// default series without re-fetching /api/settings. Populated by the settings
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// effect below.
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const seriesMapRef = useRef<Record<string, string> | null>(null)
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const defaultSeriesRef = useRef<string>('A')
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// Mirror of effectiveSourceType for the settings-fetch callback: if a template
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// routed the source type before /api/settings resolved, the late callback must
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// re-apply the series for the ROUTED type, not the mount-time base (otherwise
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// the entry submits as vat_settlement in the manual series).
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const effectiveSourceTypeRef = useRef<JournalEntrySourceType>(sourceType ?? 'manual')
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const [nextVoucherNumber, setNextVoucherNumber] = useState<number | null>(null)
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const [isSubmitting, setIsSubmitting] = useState(false)
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// Booking-time duplicate guard (TRANSACTION_BOOK_POSSIBLE_DUPLICATE): the
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// /book endpoint flags an already-booked sibling sharing date+amount+account.
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// Surface it and let the user book anyway. The override is bound to the
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// reviewed candidate via a ref the next submit reads: force is sent ONLY on
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// that retry, never on a normal submit or to the manual journal-entry endpoint.
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const [duplicateCandidate, setDuplicateCandidate] = useState<BookedDuplicateCandidate | null>(null)
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const forceDuplicateRef = useRef<{ force: true; expected_duplicate_journal_entry_id: string } | null>(null)
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const [showReview, setShowReview] = useState(false)
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const [isSavingDraft, setIsSavingDraft] = useState(false)
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const saveAsDraftRef = useRef(false)
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const [showNoDocWarning, setShowNoDocWarning] = useState(false)
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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// Full BAS catalogue (static reference data, fetched once per session). Lets
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// the account picker surface standard accounts the company hasn't activated
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// yet; picking one activates it at commit via the existing rail.
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const [catalog, setCatalog] = useState<CatalogAccount[]>([])
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const [entryCurrency, setEntryCurrency] = useState<Currency>('SEK')
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const [exchangeRate, setExchangeRate] = useState('')
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const [isFetchingRate, setIsFetchingRate] = useState(false)
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const [foreignAmount, setForeignAmount] = useState('')
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const [periodMismatch, setPeriodMismatch] = useState<'no_period' | 'wrong_period' | null>(null)
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const [showCreatePeriod, setShowCreatePeriod] = useState(false)
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const [showClearConfirm, setShowClearConfirm] = useState(false)
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// "Spara som mall": derive a reusable template from the current kontering and
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// hand it to the shared TemplateForm (create mode). Amounts become ratios/VAT
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// rates so the mall re-computes when applied to a fresh amount later.
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const [showSaveTemplate, setShowSaveTemplate] = useState(false)
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// Month (YYYY-MM) of the most recently posted voucher this session. Used to
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// flag, at the review step, when the user is about to book into a different
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// month: guards against accidentally posting to the wrong month.
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const [lastPostedMonth, setLastPostedMonth] = useState<string | null>(null)
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// Per-account saldo as of entryDate, keyed by account_number.
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// undefined = not fetched, null = fetch in flight.
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const [accountBalances, setAccountBalances] = useState<Record<string, number | null>>({})
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// Inline account-creation: which line triggered the dialog, and what the
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// user typed in the combobox so we can prefill the dialog.
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const [creatingAccountForLine, setCreatingAccountForLine] = useState<number | null>(null)
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const [createAccountPrefill, setCreateAccountPrefill] = useState<string>('')
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// Per-row refs to the account/debit/credit inputs so the keyboard flow can
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// advance focus with Enter: konto → debet → kredit → nästa rads konto. Two
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// layouts render simultaneously (mobile cards + desktop table); we focus
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// whichever one is actually visible.
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const desktopAccountRefs = useRef<(HTMLInputElement | null)[]>([])
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const mobileAccountRefs = useRef<(HTMLInputElement | null)[]>([])
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const desktopDebitRefs = useRef<(HTMLInputElement | null)[]>([])
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const mobileDebitRefs = useRef<(HTMLInputElement | null)[]>([])
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const desktopCreditRefs = useRef<(HTMLInputElement | null)[]>([])
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const mobileCreditRefs = useRef<(HTMLInputElement | null)[]>([])
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// Confirm button in the inline (bare) review, focused on open so Enter posts.
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const bareConfirmRef = useRef<HTMLButtonElement>(null)
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const isForeign = entryCurrency !== 'SEK'
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const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
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const hasContent = description !== '' || notes !== '' ||
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lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
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uploadedFiles.length > 0
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useUnsavedChanges(hasContent)
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async function fetchPeriods() {
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const res = await fetch('/api/bookkeeping/fiscal-periods')
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const { data } = await res.json()
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const fetched: FiscalPeriod[] = data || []
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setPeriods(fetched)
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// Auto-select period matching the current entry date
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const match = fetched.find(
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(p) => entryDate >= p.period_start && entryDate <= p.period_end
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)
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if (match) {
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setSelectedPeriod(match.id)
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setPeriodMismatch(null)
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} else if (fetched.length > 0) {
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setSelectedPeriod(fetched[0].id)
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setPeriodMismatch('no_period')
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}
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}
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async function fetchAccounts() {
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const res = await fetch('/api/bookkeeping/accounts')
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const { data } = await res.json()
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setAccounts(data || [])
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}
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// Resolve + set the default voucher series for a source type from the cached
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// company config: prefer the per-source-type mapping, fall back to the legacy
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// default_voucher_series, then to 'A'. Reads refs (stable), so it can run both
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// on load and when template application changes the source type.
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const applySeriesForSourceType = useCallback((st: JournalEntrySourceType) => {
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const perSource = resolveDefaultSeriesForSource(seriesMapRef.current, st)
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setVoucherSeries(perSource !== 'A' ? perSource : defaultSeriesRef.current || 'A')
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}, [])
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useEffect(() => {
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fetchPeriods()
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fetchAccounts()
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loadBasCatalog().then(setCatalog).catch(() => {/* search degrades to the active chart */})
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// Company settings power two things here: dimensions_enabled gates the
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// tagging affordances (all modes, incl. the TransactionBookingDialog
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// embed), and the default voucher series seeds the standalone form:
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// prefer the per-source-type mapping when present; fall back to the legacy
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// default_voucher_series, then to 'A'. In edit mode the draft's own series
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// is pre-filled: never override it from the company defaults.
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fetch('/api/settings').then(r => r.json()).then(({ data }) => {
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if (!data) return
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setDimensionsEnabled(data.dimensions_enabled === true)
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seriesMapRef.current =
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(data.default_voucher_series_per_source_type as Record<string, string> | null) ?? null
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defaultSeriesRef.current = data.default_voucher_series || 'A'
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if (!embedded && !editEntryId) {
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applySeriesForSourceType(effectiveSourceTypeRef.current)
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}
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}).catch(() => {/* keep 'A' + hidden dimension affordances */})
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}, [embedded, sourceType, editEntryId, applySeriesForSourceType])
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// Auto-select period when entry date changes
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useEffect(() => {
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if (periods.length === 0) return
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const match = periods.find(
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(p) => entryDate >= p.period_start && entryDate <= p.period_end
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)
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if (match) {
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setSelectedPeriod(match.id)
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setPeriodMismatch(null)
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} else {
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setPeriodMismatch('no_period')
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}
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}, [entryDate, periods])
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// Preview the upcoming voucher number for the selected period + series.
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// Read-only hint; the actual number is reserved atomically at commit time,
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// so this may shift by one if another entry lands first.
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useEffect(() => {
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if (embedded || !selectedPeriod || !voucherSeries) {
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setNextVoucherNumber(null)
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return
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}
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let cancelled = false
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const qs = new URLSearchParams({ period_id: selectedPeriod, series: voucherSeries })
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fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
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.then((r) => (r.ok ? r.json() : null))
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.then((body) => {
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if (cancelled) return
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const next = body?.data?.next
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setNextVoucherNumber(typeof next === 'number' ? next : null)
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})
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.catch(() => {
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if (!cancelled) setNextVoucherNumber(null)
|
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})
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return () => {
|
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cancelled = true
|
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}
|
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}, [embedded, selectedPeriod, voucherSeries])
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|
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// Fetch exchange rate from Riksbanken when currency changes
|
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const fetchRate = useCallback(async (currency: Currency) => {
|
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if (currency === 'SEK') return
|
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setIsFetchingRate(true)
|
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try {
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const res = await fetch(`/api/currency/rate?currency=${currency}&date=${entryDate}`)
|
||
if (res.ok) {
|
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const { data } = await res.json()
|
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if (data?.rate) {
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setExchangeRate(String(data.rate))
|
||
}
|
||
}
|
||
} catch {
|
||
// Non-critical: user can enter rate manually
|
||
} finally {
|
||
setIsFetchingRate(false)
|
||
}
|
||
}, [entryDate])
|
||
|
||
useEffect(() => {
|
||
if (entryCurrency !== 'SEK') {
|
||
fetchRate(entryCurrency)
|
||
}
|
||
}, [entryCurrency, fetchRate])
|
||
|
||
// Stable key of selected account numbers across all lines, sorted + deduped.
|
||
// Only valid 4-digit BAS account numbers are included.
|
||
const accountsKey = useMemo(
|
||
() =>
|
||
Array.from(
|
||
new Set(lines.map((l) => l.account_number).filter((a) => /^\d{4}$/.test(a)))
|
||
)
|
||
.sort()
|
||
.join(','),
|
||
[lines]
|
||
)
|
||
|
||
// Fetch per-account saldo as of entryDate for the accounts currently on the
|
||
// form. The fetched value is always "saldo before this entry"; the render
|
||
// layer adds the typed draft amounts on top (draftDeltas) so the column
|
||
// shows where the account is heading.
|
||
useEffect(() => {
|
||
if (!accountsKey) {
|
||
setAccountBalances({})
|
||
return
|
||
}
|
||
const accountList = accountsKey.split(',')
|
||
// Carry forward any previously-known balances for these accounts so the
|
||
// value doesn't blank out on re-fetch; mark genuinely new accounts as
|
||
// loading (null).
|
||
setAccountBalances((prev) => {
|
||
const next: Record<string, number | null> = {}
|
||
for (const a of accountList) next[a] = a in prev ? prev[a] : null
|
||
return next
|
||
})
|
||
|
||
let cancelled = false
|
||
const handle = setTimeout(async () => {
|
||
try {
|
||
const qs = new URLSearchParams({ accounts: accountsKey, as_of: entryDate })
|
||
const res = await fetch(`/api/bookkeeping/account-balances?${qs}`)
|
||
if (!res.ok) {
|
||
// 4xx (e.g. future entryDate rejected by Zod) or 5xx: collapse the
|
||
// loading skeleton so the column doesn't get stuck. Saldo is a
|
||
// reference value, not authoritative: showing 0 here is preferable
|
||
// to an indefinite spinner.
|
||
if (cancelled) return
|
||
setAccountBalances((prev) => {
|
||
const next = { ...prev }
|
||
for (const a of accountList) {
|
||
if (next[a] == null) next[a] = 0
|
||
}
|
||
return next
|
||
})
|
||
return
|
||
}
|
||
const body = (await res.json()) as {
|
||
data: Array<{ account_number: string; balance: number }>
|
||
}
|
||
if (cancelled) return
|
||
setAccountBalances((prev) => {
|
||
const next = { ...prev }
|
||
for (const row of body.data) next[row.account_number] = row.balance
|
||
return next
|
||
})
|
||
} catch {
|
||
// Reference value: failure is non-fatal, just leave previous state.
|
||
}
|
||
}, 150)
|
||
|
||
return () => {
|
||
cancelled = true
|
||
clearTimeout(handle)
|
||
}
|
||
}, [accountsKey, entryDate])
|
||
|
||
// What the typed-but-unposted rows would do to each account's saldo. The
|
||
// /account-balances convention is debit-positive for every class, so
|
||
// delta = debit - credit encodes direction without needing the account type:
|
||
// rendering "before -> after" gives instant feedback on whether the chosen
|
||
// side increases or decreases the account.
|
||
const draftDeltas = useMemo(() => {
|
||
const deltas: Record<string, number> = {}
|
||
for (const l of lines) {
|
||
if (!/^\d{4}$/.test(l.account_number)) continue
|
||
const delta = (parseFloat(l.debit_amount) || 0) - (parseFloat(l.credit_amount) || 0)
|
||
if (delta === 0) continue
|
||
deltas[l.account_number] = roundOre((deltas[l.account_number] ?? 0) + delta)
|
||
}
|
||
return deltas
|
||
}, [lines])
|
||
|
||
// New rows inherit the current header default (a row without a per-row
|
||
// override follows the header (see setHeaderDimension).
|
||
const makeBlankLine = useCallback(
|
||
(): FormLine =>
|
||
Object.keys(headerDims).length > 0
|
||
? { ...BLANK_LINE, dimensions: { ...headerDims } }
|
||
: { ...BLANK_LINE },
|
||
[headerDims]
|
||
)
|
||
|
||
const addLine = () => {
|
||
setLines([...lines, makeBlankLine()])
|
||
}
|
||
|
||
const removeLine = (index: number) => {
|
||
if (lines.length <= 2) return
|
||
setLines(lines.filter((_, i) => i !== index))
|
||
// Keep the open dimension popover attached to the same row after the splice.
|
||
setDimPopoverRow((r) => (r === null ? r : r === index ? null : r > index ? r - 1 : r))
|
||
}
|
||
|
||
/**
|
||
* Header default write-through. Inheritance rule: a row inherits dimension
|
||
* `dimNo` iff its current value equals the previous header default (unset
|
||
* counts as equal to an unset default). Inheriting rows follow the change
|
||
* (including clearing); rows whose value differs are per-row overrides and
|
||
* are left untouched. A row explicitly set to the same code as the header is
|
||
* indistinguishable from an inherited one and follows later header changes
|
||
* by design: the per-row maps stay the single source of truth.
|
||
*/
|
||
const setHeaderDimension = (dimNo: string, code: string | null) => {
|
||
const prev = headerDims[dimNo]
|
||
const next = code?.trim() || undefined
|
||
setHeaderDims((h) => {
|
||
const out = { ...h }
|
||
if (next) out[dimNo] = next
|
||
else delete out[dimNo]
|
||
return out
|
||
})
|
||
setLines((ls) =>
|
||
ls.map((l) => {
|
||
if (l.dimensions?.[dimNo] !== prev) return l // per-row override: keep
|
||
const dims = { ...(l.dimensions ?? {}) }
|
||
if (next) dims[dimNo] = next
|
||
else delete dims[dimNo]
|
||
return { ...l, dimensions: Object.keys(dims).length > 0 ? dims : undefined }
|
||
})
|
||
)
|
||
}
|
||
|
||
const updateLineDimension = (index: number, dimNo: string, code: string | null) => {
|
||
setLines((ls) =>
|
||
ls.map((l, i) => {
|
||
if (i !== index) return l
|
||
const dims = { ...(l.dimensions ?? {}) }
|
||
const trimmed = code?.trim()
|
||
if (trimmed) dims[dimNo] = trimmed
|
||
else delete dims[dimNo]
|
||
return { ...l, dimensions: Object.keys(dims).length > 0 ? dims : undefined }
|
||
})
|
||
)
|
||
}
|
||
|
||
// Compact per-row display, e.g. "KS01 · P001" (dim number order).
|
||
const compactDims = (dims: Record<string, string>) =>
|
||
Object.entries(dims)
|
||
.filter(([, v]) => v)
|
||
.sort(([a], [b]) => Number(a) - Number(b))
|
||
.map(([, v]) => v)
|
||
.join(' · ')
|
||
|
||
// Close the row dimension popover on outside click (same pattern as the
|
||
// comboboxes' own dropdowns; their option clicks preventDefault so a
|
||
// selection never counts as outside).
|
||
useEffect(() => {
|
||
if (dimPopoverRow === null) return
|
||
function handlePointerDown(e: MouseEvent | TouchEvent) {
|
||
if (dimPopoverRef.current && !dimPopoverRef.current.contains(e.target as Node)) {
|
||
setDimPopoverRow(null)
|
||
}
|
||
}
|
||
document.addEventListener('mousedown', handlePointerDown)
|
||
document.addEventListener('touchstart', handlePointerDown)
|
||
return () => {
|
||
document.removeEventListener('mousedown', handlePointerDown)
|
||
document.removeEventListener('touchstart', handlePointerDown)
|
||
}
|
||
}, [dimPopoverRow])
|
||
|
||
const updateLine = (index: number, field: keyof FormLine, value: string) => {
|
||
const updated = [...lines]
|
||
updated[index] = { ...updated[index], [field]: value }
|
||
|
||
// If entering debit, clear credit and vice versa
|
||
if (field === 'debit_amount' && value) {
|
||
updated[index].credit_amount = ''
|
||
} else if (field === 'credit_amount' && value) {
|
||
updated[index].debit_amount = ''
|
||
}
|
||
|
||
// Auto-fill line description from account name when selecting an account.
|
||
// NOTE: we intentionally do NOT auto-fill a balancing amount here: that was
|
||
// surprising when splitting across several lines. The balancing amount is
|
||
// now opt-in via double-clicking a debit/credit field (handleFillBalance).
|
||
if (field === 'account_number' && value) {
|
||
// Fall back to the BAS catalogue so the description still auto-fills when
|
||
// the chosen account isn't in the active chart yet.
|
||
const account =
|
||
accounts.find((a) => a.account_number === value) ??
|
||
catalog.find((a) => a.account_number === value)
|
||
if (account) {
|
||
updated[index].line_description = account.account_name
|
||
// Fortnox-style: seed the verifikationstext from the first row's account
|
||
// when the user hasn't typed one yet. Non-destructive: never overwrites.
|
||
if (index === 0 && !description.trim()) {
|
||
setDescription(account.account_name)
|
||
}
|
||
}
|
||
}
|
||
|
||
setLines(updated)
|
||
}
|
||
|
||
// Outstanding imbalance from every line except `excludeIndex`.
|
||
// Positive => debit side is short (a debit on the target row balances it);
|
||
// negative => credit side is short.
|
||
const computeBalancingDiff = useCallback(
|
||
(excludeIndex: number) => {
|
||
const others = lines.filter((_, i) => i !== excludeIndex)
|
||
const d = others.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
|
||
const c = others.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
|
||
return Math.round((c - d) * 100) / 100
|
||
},
|
||
[lines]
|
||
)
|
||
|
||
// Opt-in balancing: double-click a debit/credit field to fill the amount that
|
||
// makes the voucher balance. No-op if already balanced or if the balancing
|
||
// entry belongs on the other side.
|
||
const handleFillBalance = (index: number, side: 'debit' | 'credit') => {
|
||
const diff = computeBalancingDiff(index)
|
||
const fill = side === 'debit' ? diff : -diff
|
||
if (fill <= 0) return
|
||
updateLine(index, side === 'debit' ? 'debit_amount' : 'credit_amount', fill.toFixed(2))
|
||
}
|
||
|
||
// Move focus to a row's input. Deferred a frame so it runs after any
|
||
// re-render (e.g. the auto-appended trailing row). offsetParent is null for
|
||
// display:none elements, so this picks whichever layout is currently visible.
|
||
const focusRowInput = useCallback(
|
||
(
|
||
desktop: React.RefObject<(HTMLInputElement | null)[]>,
|
||
mobile: React.RefObject<(HTMLInputElement | null)[]>,
|
||
index: number
|
||
) => {
|
||
requestAnimationFrame(() => {
|
||
const d = desktop.current?.[index]
|
||
const m = mobile.current?.[index]
|
||
const target = d && d.offsetParent !== null ? d : m && m.offsetParent !== null ? m : (d ?? m)
|
||
target?.focus()
|
||
target?.select?.()
|
||
})
|
||
},
|
||
[]
|
||
)
|
||
const focusAccount = useCallback(
|
||
(index: number) => focusRowInput(desktopAccountRefs, mobileAccountRefs, index),
|
||
[focusRowInput]
|
||
)
|
||
const focusDebit = useCallback(
|
||
(index: number) => focusRowInput(desktopDebitRefs, mobileDebitRefs, index),
|
||
[focusRowInput]
|
||
)
|
||
const focusCredit = useCallback(
|
||
(index: number) => focusRowInput(desktopCreditRefs, mobileCreditRefs, index),
|
||
[focusRowInput]
|
||
)
|
||
|
||
// Keep exactly one trailing blank row so the user never has to click "Lägg
|
||
// till rad": once the last row is started (account or amount), append a fresh
|
||
// blank below it. Applies uniformly to typed, templated and copied lines.
|
||
// The guard lives inside the functional updater so chained updates see each
|
||
// other's result, making it idempotent and safe under StrictMode's dev-only
|
||
// double-invoke (no runaway append, no double blank row).
|
||
useEffect(() => {
|
||
setLines((prev) => {
|
||
const last = prev[prev.length - 1]
|
||
if (!last) return prev
|
||
const trailingBlank =
|
||
last.account_number === '' && last.debit_amount === '' && last.credit_amount === ''
|
||
return trailingBlank ? prev : [...prev, makeBlankLine()]
|
||
})
|
||
}, [lines, makeBlankLine])
|
||
|
||
// Inline (bare) review: move focus to the confirm button when it opens so
|
||
// Enter posts: parity with the ConfirmationDialog's autoFocusConfirm.
|
||
useEffect(() => {
|
||
if (bare && showReview) {
|
||
requestAnimationFrame(() => bareConfirmRef.current?.focus())
|
||
}
|
||
}, [bare, showReview])
|
||
|
||
// Only lines with both an account and a non-zero amount end up in the submit
|
||
// payload (see the filter in handleConfirm). Compute totals and balance from
|
||
// those same lines so the enable-gate matches what the API will actually see.
|
||
const submittableLines = lines.filter((l) => {
|
||
const d = parseFloat(l.debit_amount) || 0
|
||
const c = parseFloat(l.credit_amount) || 0
|
||
return !!l.account_number && (d > 0 || c > 0)
|
||
})
|
||
const incompleteLineCount = lines.filter((l) => {
|
||
const d = parseFloat(l.debit_amount) || 0
|
||
const c = parseFloat(l.credit_amount) || 0
|
||
const hasAmount = d > 0 || c > 0
|
||
const hasAccount = !!l.account_number
|
||
// Row counts as incomplete if exactly one of (account, amount) is present.
|
||
return hasAccount !== hasAmount
|
||
}).length
|
||
const totalDebit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
|
||
const totalCredit = submittableLines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
|
||
const isBalanced =
|
||
Math.round((totalDebit - totalCredit) * 100) === 0
|
||
&& totalDebit > 0
|
||
&& submittableLines.length >= 2
|
||
&& incompleteLineCount === 0
|
||
|
||
// Account number → BAS name, so derived template lines get meaningful labels.
|
||
const accountNameMap = useMemo(
|
||
() => Object.fromEntries(catalog.map((a) => [a.account_number, a.account_name])),
|
||
[catalog],
|
||
)
|
||
// Template lines derived from the current kontering. Fewer than two usable
|
||
// lines (a 4-digit account + an amount) disables "Spara som mall".
|
||
const derivedTemplateLines = useMemo(
|
||
() => deriveTemplateLinesFromBooking(lines, accountNameMap),
|
||
[lines, accountNameMap],
|
||
)
|
||
|
||
const rate = parseFloat(exchangeRate) || 0
|
||
// If user has manually entered a foreign amount, use that; otherwise derive from SEK total
|
||
const parsedForeignInput = parseFloat(foreignAmount) || 0
|
||
const computedForeignAmount = isForeign && rate > 0
|
||
? (parsedForeignInput > 0
|
||
? parsedForeignInput
|
||
: (totalDebit > 0 ? Math.round(totalDebit / rate * 100) / 100 : 0))
|
||
: 0
|
||
// The expected SEK equivalent based on foreign amount × rate
|
||
const computedSekAmount = isForeign && rate > 0 && computedForeignAmount > 0
|
||
? Math.round(computedForeignAmount * rate * 100) / 100
|
||
: 0
|
||
|
||
// Month/period safety signals surfaced at the review step (not as a blocking
|
||
// dialog on every date change (that would add friction to routine entry).
|
||
const monthLabel = useCallback(
|
||
(ym: string) => {
|
||
const [y, m] = ym.split('-').map(Number)
|
||
if (!y || !m) return ym
|
||
return new Date(y, m - 1, 1).toLocaleDateString(locale === 'en' ? 'en-GB' : 'sv-SE', {
|
||
month: 'long',
|
||
year: 'numeric',
|
||
})
|
||
},
|
||
[locale]
|
||
)
|
||
const entryMonth = entryDate.slice(0, 7)
|
||
const monthChanged = lastPostedMonth != null && entryMonth !== lastPostedMonth
|
||
const selectedPeriodObj = periods.find((p) => p.id === selectedPeriod)
|
||
const selectedPeriodLocked = !!(selectedPeriodObj?.locked_at || selectedPeriodObj?.is_closed)
|
||
|
||
const handleTemplateApply = (
|
||
templateLines: FormLine[],
|
||
templateDescription: string,
|
||
category?: BookingTemplateCategory,
|
||
) => {
|
||
setLines(templateLines)
|
||
if (!description) setDescription(templateDescription)
|
||
// Route templates whose category maps to a dedicated source type (VAT ->
|
||
// vat_settlement) so the entry books into that type's configured series.
|
||
// Create mode only: embedded/edit keep their caller-provided source type.
|
||
// Non-mapped categories fall back to the form's base source type, which
|
||
// also reverts a prior VAT routing if the user swaps templates.
|
||
if (!embedded && !editEntryId) {
|
||
const base = sourceType ?? 'manual'
|
||
const routed = sourceTypeForTemplateCategory(category) ?? base
|
||
if (routed !== effectiveSourceType) {
|
||
setEffectiveSourceType(routed)
|
||
effectiveSourceTypeRef.current = routed
|
||
applySeriesForSourceType(routed)
|
||
}
|
||
}
|
||
}
|
||
|
||
// Wipe the form back to a blank entry. Mirrors the post-submit reset: it
|
||
// clears the data the user typed (lines, description, note, attachments,
|
||
// currency) but keeps the contextual defaults (period, date) so the form is
|
||
// immediately ready for the next entry. Template-routed source type does NOT
|
||
// survive a clear: the next entry is hand-typed, and a sticky vat_settlement
|
||
// would tag it into the moms series and skip the manual-entry underlag
|
||
// tracking. Posted entries are immutable, so that mistag is storno-only.
|
||
const handleClearAll = () => {
|
||
setDescription('')
|
||
setNotes('')
|
||
setUploadedFiles([])
|
||
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
|
||
setHeaderDims({})
|
||
setEntryCurrency('SEK')
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
if (!embedded && !editEntryId) {
|
||
const base = sourceType ?? 'manual'
|
||
if (base !== effectiveSourceType) {
|
||
setEffectiveSourceType(base)
|
||
effectiveSourceTypeRef.current = base
|
||
applySeriesForSourceType(base)
|
||
}
|
||
}
|
||
}
|
||
|
||
const handleOpenCreateAccount = (lineIndex: number, prefill: string) => {
|
||
setCreatingAccountForLine(lineIndex)
|
||
setCreateAccountPrefill(prefill)
|
||
}
|
||
|
||
// After a new account is created, refresh the chart, auto-select it on the
|
||
// line that initiated the create, and close the dialog. All other form
|
||
// state is preserved: we never navigate away from the form.
|
||
const handleAccountCreated = async (account: BASAccount) => {
|
||
await fetchAccounts()
|
||
if (creatingAccountForLine != null) {
|
||
updateLine(creatingAccountForLine, 'account_number', account.account_number)
|
||
}
|
||
setCreatingAccountForLine(null)
|
||
setCreateAccountPrefill('')
|
||
}
|
||
|
||
const handleReview = () => {
|
||
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
|
||
const hasDocuments = uploadedFiles.some((f) => f.status === 'uploaded')
|
||
if (!embedded && !bare && !hasDocuments) {
|
||
setShowNoDocWarning(true)
|
||
return
|
||
}
|
||
setShowReview(true)
|
||
}
|
||
|
||
// Whether an Enter should open the review: mirrors the review button's
|
||
// enable gate exactly, so Enter never submits something the button wouldn't.
|
||
const canSubmitReview = () =>
|
||
isBalanced &&
|
||
!!description &&
|
||
!!selectedPeriod &&
|
||
!periodMismatch &&
|
||
!isUploading &&
|
||
canWrite &&
|
||
!isSubmitting &&
|
||
!isSavingDraft
|
||
|
||
// Enter anywhere in the form = "Granska & skapa": opens the review exactly as
|
||
// the button does, from any field. Navigation is Tab's job. Two Enter
|
||
// exceptions stay intact: the account combobox (it calls preventDefault to
|
||
// select the highlighted account (we skip when defaultPrevented) and the
|
||
// internal-note textarea (newlines). The inline review owns its own Enter.
|
||
const handleFormKeyDown = (e: React.KeyboardEvent<HTMLDivElement>) => {
|
||
if (e.key !== 'Enter') return
|
||
if (e.defaultPrevented || showReview) return
|
||
if ((e.target as HTMLElement).tagName === 'TEXTAREA') return
|
||
e.preventDefault()
|
||
if (canSubmitReview()) handleReview()
|
||
}
|
||
|
||
// Enter-to-advance inside the konteringsrader: konto → debet → kredit →
|
||
// nästa rads konto. Navigation only fires while the entry is NOT
|
||
// submittable: once the voucher balances, Enter falls through to the
|
||
// form-level handler above and opens the review instead, so a single Enter
|
||
// never both moves focus and submits.
|
||
const handleAmountKeyDown =
|
||
(index: number, side: 'debit' | 'credit') =>
|
||
(e: React.KeyboardEvent<HTMLInputElement>) => {
|
||
if (e.key !== 'Enter' || canSubmitReview()) return
|
||
e.preventDefault()
|
||
// An amount on this side finishes the row (debit clears credit and vice
|
||
// versa) → jump to the next row's account. An empty debit means the row
|
||
// books on the credit side → hop across first.
|
||
if (side === 'debit' && !(parseFloat(lines[index].debit_amount) > 0)) {
|
||
focusCredit(index)
|
||
} else {
|
||
focusAccount(index + 1)
|
||
}
|
||
}
|
||
|
||
// Enter in a radbeskrivning continues to that row's amount.
|
||
const handleLineDescKeyDown =
|
||
(index: number) => (e: React.KeyboardEvent<HTMLInputElement>) => {
|
||
if (e.key !== 'Enter' || canSubmitReview()) return
|
||
e.preventDefault()
|
||
focusDebit(index)
|
||
}
|
||
|
||
// Enter in the verifikationstext drops into the first row still missing an
|
||
// account, so the top-to-bottom keyboard flow never needs the mouse.
|
||
const handleHeaderDescKeyDown = (e: React.KeyboardEvent<HTMLInputElement>) => {
|
||
if (e.key !== 'Enter' || canSubmitReview()) return
|
||
const idx = lines.findIndex((l) => !l.account_number)
|
||
if (idx === -1) return
|
||
e.preventDefault()
|
||
focusAccount(idx)
|
||
}
|
||
|
||
// Inner submit: builds payload, POSTs, throws a structured error on failure
|
||
// (so the activation hook can intercept ACCOUNTS_NOT_IN_CHART).
|
||
const postJournalEntry = useCallback(async () => {
|
||
let currencyMetaApplied = false
|
||
const entryLines: CreateJournalEntryLineInput[] = lines
|
||
.filter((l) => l.account_number && (l.debit_amount || l.credit_amount))
|
||
.map((l) => {
|
||
const base: CreateJournalEntryLineInput = {
|
||
account_number: l.account_number,
|
||
debit_amount: parseFloat(l.debit_amount) || 0,
|
||
credit_amount: parseFloat(l.credit_amount) || 0,
|
||
line_description: l.line_description || undefined,
|
||
}
|
||
|
||
if (l.dimensions) {
|
||
const dims = Object.fromEntries(
|
||
Object.entries(l.dimensions).filter(([, v]) => typeof v === 'string' && v.trim() !== '')
|
||
)
|
||
if (Object.keys(dims).length > 0) base.dimensions = dims
|
||
}
|
||
|
||
if (l.currency) {
|
||
base.currency = l.currency
|
||
if (l.amount_in_currency != null) base.amount_in_currency = l.amount_in_currency
|
||
if (l.exchange_rate != null) base.exchange_rate = l.exchange_rate
|
||
} else if (isForeign && rate > 0 && l.account_number.startsWith('19') && !currencyMetaApplied) {
|
||
base.currency = entryCurrency
|
||
base.amount_in_currency = computedForeignAmount
|
||
base.exchange_rate = rate
|
||
currencyMetaApplied = true
|
||
}
|
||
|
||
return base
|
||
})
|
||
|
||
const baseUrl = submitUrl ?? '/api/bookkeeping/journal-entries'
|
||
// Edit mode PATCHes the draft in place; create mode POSTs (with ?as_draft
|
||
// when saving a draft rather than posting).
|
||
const url = editEntryId
|
||
? `${baseUrl}/${editEntryId}`
|
||
: saveAsDraftRef.current
|
||
? `${baseUrl}?as_draft=true`
|
||
: baseUrl
|
||
const res = await fetch(url, {
|
||
method: editEntryId ? 'PATCH' : 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({
|
||
fiscal_period_id: selectedPeriod,
|
||
entry_date: entryDate,
|
||
description,
|
||
source_type: effectiveSourceType,
|
||
source_id: sourceId,
|
||
voucher_series: voucherSeries || 'A',
|
||
notes: notes || undefined,
|
||
lines: entryLines,
|
||
// Set only when retrying past the booking-time duplicate guard (see
|
||
// handleBookAnyway). Stripped by schemas that don't declare it, so a
|
||
// stray value never reaches the manual journal-entry endpoint.
|
||
...(forceDuplicateRef.current ?? {}),
|
||
}),
|
||
})
|
||
return (await throwOnStructuredError(res)) as { data?: { id?: string; voucher_series?: string; voucher_number?: number }; journal_entry_id?: string }
|
||
}, [lines, isForeign, rate, entryCurrency, computedForeignAmount, submitUrl, editEntryId, selectedPeriod, entryDate, description, effectiveSourceType, sourceId, voucherSeries, notes])
|
||
|
||
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
|
||
useSubmitWithAccountActivation(postJournalEntry)
|
||
|
||
const handleConfirm = async () => {
|
||
setIsSubmitting(true)
|
||
saveAsDraftRef.current = false
|
||
try {
|
||
const result = await runSubmit()
|
||
|
||
const journalEntryId = result.data?.id ?? result.journal_entry_id
|
||
if (journalEntryId && uploadedFiles.length > 0) {
|
||
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
|
||
let linkFailCount = 0
|
||
for (const file of filesToLink) {
|
||
try {
|
||
await fetch(`/api/documents/${file.id}/link`, {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ journal_entry_id: journalEntryId }),
|
||
})
|
||
} catch {
|
||
linkFailCount++
|
||
}
|
||
}
|
||
if (linkFailCount > 0) {
|
||
toast({
|
||
title: t('toast_attach_failed_title'),
|
||
description: t('toast_attach_failed_description', { count: linkFailCount }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
}
|
||
|
||
toast({
|
||
title: t('toast_created_title'),
|
||
description: t('toast_created_description', { voucher: formatVoucher(result.data ?? {}) }),
|
||
})
|
||
setLastPostedMonth(entryDate.slice(0, 7))
|
||
setShowReview(false)
|
||
setDescription('')
|
||
setNotes('')
|
||
setUploadedFiles([])
|
||
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
|
||
setHeaderDims({})
|
||
setEntryCurrency('SEK')
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
onCreated?.()
|
||
if (journalEntryId) {
|
||
onEntryCreated?.(journalEntryId)
|
||
}
|
||
} catch (err) {
|
||
if (err instanceof Error && err.message === 'cancelled') {
|
||
// User dismissed the activation dialog: no toast needed
|
||
} else {
|
||
const anyErr = err as {
|
||
body?: { error?: { code?: string; details?: { candidate?: BookedDuplicateCandidate } } }
|
||
status?: number
|
||
}
|
||
const candidate = anyErr.body?.error?.details?.candidate
|
||
if (anyErr.body?.error?.code === 'TRANSACTION_BOOK_POSSIBLE_DUPLICATE' && candidate) {
|
||
// Soft duplicate guard fired: don't dead-end on a toast that merely
|
||
// says "book anyway". Open the dialog so the user can review the
|
||
// existing verifikat or confirm. handleBookAnyway re-submits with
|
||
// force bound to this candidate.
|
||
setDuplicateCandidate(candidate)
|
||
} else {
|
||
toast({
|
||
title: t('toast_create_failed'),
|
||
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
}
|
||
} finally {
|
||
setIsSubmitting(false)
|
||
}
|
||
}
|
||
|
||
// Retry the booking past the duplicate guard. force is bound to the reviewed
|
||
// candidate via the ref; cleared afterwards so a later normal submit can't
|
||
// inherit it. handleConfirm runs its full success path (toast, reset,
|
||
// onEntryCreated) exactly as a first-try booking would.
|
||
const handleBookAnyway = async () => {
|
||
const candidate = duplicateCandidate
|
||
if (!candidate) return
|
||
forceDuplicateRef.current = {
|
||
force: true,
|
||
// Bind on the voucher id: present on both a sibling-transaction candidate
|
||
// and a ledger-only voucher candidate (which has no transaction_id).
|
||
expected_duplicate_journal_entry_id: candidate.journal_entry_id,
|
||
}
|
||
setDuplicateCandidate(null)
|
||
try {
|
||
await handleConfirm()
|
||
} finally {
|
||
forceDuplicateRef.current = null
|
||
}
|
||
}
|
||
|
||
const handleSaveDraft = async () => {
|
||
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
|
||
setIsSavingDraft(true)
|
||
saveAsDraftRef.current = true
|
||
try {
|
||
const result = await runSubmit()
|
||
|
||
const journalEntryId = result.data?.id ?? result.journal_entry_id
|
||
if (journalEntryId && uploadedFiles.length > 0) {
|
||
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
|
||
for (const file of filesToLink) {
|
||
try {
|
||
await fetch(`/api/documents/${file.id}/link`, {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ journal_entry_id: journalEntryId }),
|
||
})
|
||
} catch {
|
||
// Non-blocking: user can attach underlag from the draft view
|
||
}
|
||
}
|
||
}
|
||
|
||
toast({
|
||
title: t('toast_draft_saved_title'),
|
||
description: t('toast_draft_saved_description'),
|
||
})
|
||
setDescription('')
|
||
setNotes('')
|
||
setUploadedFiles([])
|
||
setLines([{ ...BLANK_LINE }, { ...BLANK_LINE }])
|
||
setHeaderDims({})
|
||
setEntryCurrency('SEK')
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
onCreated?.()
|
||
if (journalEntryId) {
|
||
onEntryCreated?.(journalEntryId)
|
||
}
|
||
} catch (err) {
|
||
if (err instanceof Error && err.message === 'cancelled') {
|
||
// Activation dialog dismissed: silent
|
||
} else {
|
||
const anyErr = err as { body?: unknown; status?: number }
|
||
toast({
|
||
title: t('toast_save_draft_failed'),
|
||
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
} finally {
|
||
saveAsDraftRef.current = false
|
||
setIsSavingDraft(false)
|
||
}
|
||
}
|
||
|
||
// Edit an existing draft: PATCH in place (postJournalEntry routes to the
|
||
// editEntryId URL) and keep it a draft. No field reset: the host dialog
|
||
// closes on success via onUpdated.
|
||
const handleSaveEdit = async () => {
|
||
if (!selectedPeriod || !description || !isBalanced || periodMismatch) return
|
||
setIsSavingDraft(true)
|
||
try {
|
||
await runSubmit()
|
||
toast({
|
||
title: t('toast_updated_title'),
|
||
description: t('toast_updated_description'),
|
||
})
|
||
onUpdated?.()
|
||
} catch (err) {
|
||
if (err instanceof Error && err.message === 'cancelled') {
|
||
// Activation dialog dismissed: silent
|
||
} else {
|
||
const anyErr = err as { body?: unknown; status?: number }
|
||
toast({
|
||
title: t('toast_update_failed'),
|
||
description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
|
||
variant: 'destructive',
|
||
})
|
||
}
|
||
} finally {
|
||
setIsSavingDraft(false)
|
||
}
|
||
}
|
||
|
||
// Inline review for the modal (bare): swap the form body to a read-only
|
||
// summary instead of stacking a second dialog over the form dialog. The
|
||
// no-underlag caveat folds in here so there's a single confirm step.
|
||
const reviewPanel = (
|
||
<div
|
||
className="space-y-4"
|
||
// The host dialog swallows Escape (accidental-close guard), so Escape
|
||
// here is free to mean "back to the form": keyboard mirror of ←.
|
||
onKeyDown={(e) => {
|
||
if (e.key === 'Escape' && !isSubmitting) {
|
||
e.stopPropagation()
|
||
setShowReview(false)
|
||
}
|
||
}}
|
||
>
|
||
<div className="flex items-center justify-between gap-2">
|
||
<button
|
||
type="button"
|
||
onClick={() => setShowReview(false)}
|
||
className="text-sm text-muted-foreground hover:text-foreground transition-colors"
|
||
>
|
||
← {t('review_back')}
|
||
</button>
|
||
<span className="font-display text-lg">
|
||
{nextVoucherNumber != null
|
||
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
|
||
: t('review_title')}
|
||
</span>
|
||
</div>
|
||
|
||
{(monthChanged || selectedPeriodLocked) && (
|
||
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
|
||
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
|
||
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
|
||
{monthChanged && (
|
||
<p className="font-medium">
|
||
{t('review_month_changed', { prev: monthLabel(lastPostedMonth as string), current: monthLabel(entryMonth) })}
|
||
</p>
|
||
)}
|
||
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
|
||
</div>
|
||
</div>
|
||
)}
|
||
|
||
{uploadedFiles.filter((f) => f.status === 'uploaded').length === 0 && (
|
||
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3 text-sm text-warning-foreground">
|
||
<AlertTriangle className="h-5 w-5 mt-0.5 shrink-0" />
|
||
<p>{t('no_doc_body')}</p>
|
||
</div>
|
||
)}
|
||
|
||
<JournalEntryReviewContent
|
||
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
|
||
entryDate={entryDate}
|
||
description={description}
|
||
notes={notes || undefined}
|
||
voucherSeries={voucherSeries}
|
||
lines={lines}
|
||
totalDebit={totalDebit}
|
||
totalCredit={totalCredit}
|
||
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
|
||
showBalanceBadge
|
||
hideDate={false}
|
||
/>
|
||
|
||
<div className="flex justify-end gap-2 pt-2 border-t">
|
||
<Button variant="outline" onClick={() => setShowReview(false)} disabled={isSubmitting}>
|
||
{t('review_back')}
|
||
</Button>
|
||
<Button ref={bareConfirmRef} onClick={handleConfirm} disabled={isSubmitting}>
|
||
{isSubmitting && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||
{/* No underlag attached → explicit acknowledgement, equivalent to the
|
||
blocking "Bokför utan underlag" dialog in the non-bare flow (BFL
|
||
5 kap 6-7 §§). With a document it's the normal create label. */}
|
||
{uploadedFiles.some((f) => f.status === 'uploaded')
|
||
? t('review_confirm')
|
||
: t('no_doc_confirm')}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
)
|
||
|
||
const formContent = (
|
||
<div className="space-y-4" onKeyDown={handleFormKeyDown}>
|
||
{bare && showReview ? reviewPanel : (
|
||
<>
|
||
{/* Verifikat metadata: compact bar on top (Fortnox-style). Date, series
|
||
and period are pre-filled; the period derives from the date. The
|
||
konteringsrader below are the focus. */}
|
||
<div className="rounded-lg border bg-muted/20 p-3 space-y-3">
|
||
<div className="grid gap-3 grid-cols-1 sm:grid-cols-[1fr_2fr_auto]">
|
||
{!(embedded && initialDate) && (
|
||
<div>
|
||
<Label className="text-xs text-muted-foreground">{t('date')}</Label>
|
||
<Input
|
||
type="date"
|
||
value={entryDate}
|
||
onChange={(e) => setEntryDate(e.target.value)}
|
||
className="mt-1 h-8"
|
||
/>
|
||
</div>
|
||
)}
|
||
<div>
|
||
<Label className="text-xs text-muted-foreground">{t('description')}</Label>
|
||
<Input
|
||
value={description}
|
||
onChange={(e) => setDescription(e.target.value)}
|
||
onKeyDown={handleHeaderDescKeyDown}
|
||
placeholder={t('description_placeholder')}
|
||
className="mt-1 h-8"
|
||
/>
|
||
</div>
|
||
{!embedded && (
|
||
<div className="w-16">
|
||
<Label className="text-xs text-muted-foreground">{t('series')}</Label>
|
||
<Input
|
||
value={voucherSeries}
|
||
onChange={(e) => {
|
||
const v = e.target.value.toUpperCase().replace(/[^A-Z]/g, '').slice(-1)
|
||
setVoucherSeries(v)
|
||
}}
|
||
onFocus={(e) => {
|
||
const target = e.target
|
||
setTimeout(() => target.select(), 0)
|
||
}}
|
||
onBlur={() => {
|
||
if (!voucherSeries) setVoucherSeries('A')
|
||
}}
|
||
className="mt-1 h-8 text-center font-mono"
|
||
maxLength={1}
|
||
/>
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
<div className="flex flex-wrap items-center gap-x-4 gap-y-2 text-xs">
|
||
{embedded ? (
|
||
<div className="flex items-center gap-2">
|
||
<Label className="text-xs text-muted-foreground">{t('fiscal_year')}</Label>
|
||
<Select value={selectedPeriod} onValueChange={setSelectedPeriod}>
|
||
<SelectTrigger className="h-7 w-auto text-xs">
|
||
<SelectValue placeholder={t('fiscal_year_placeholder')} />
|
||
</SelectTrigger>
|
||
<SelectContent>
|
||
{periods.map((p) => (
|
||
<SelectItem key={p.id} value={p.id}>{p.name}</SelectItem>
|
||
))}
|
||
</SelectContent>
|
||
</Select>
|
||
</div>
|
||
) : (
|
||
selectedPeriodObj && (
|
||
<span className="text-muted-foreground">
|
||
{t('fiscal_year')}:{' '}
|
||
<span className="text-foreground">{selectedPeriodObj.name}</span>
|
||
{nextVoucherNumber != null && (
|
||
<span className="ml-2 font-mono text-foreground">
|
||
{voucherSeries}{nextVoucherNumber}
|
||
</span>
|
||
)}
|
||
</span>
|
||
)
|
||
)}
|
||
<div className="flex items-center gap-2">
|
||
<Label className="text-xs text-muted-foreground">{t('currency')}</Label>
|
||
<Select value={entryCurrency} onValueChange={(v) => {
|
||
setEntryCurrency(v as Currency)
|
||
if (v === 'SEK') {
|
||
setExchangeRate('')
|
||
setForeignAmount('')
|
||
}
|
||
}}>
|
||
<SelectTrigger className="h-7 w-20 text-xs">
|
||
<SelectValue />
|
||
</SelectTrigger>
|
||
<SelectContent>
|
||
{CURRENCIES.map((c) => (
|
||
<SelectItem key={c.value} value={c.value}>{c.label}</SelectItem>
|
||
))}
|
||
</SelectContent>
|
||
</Select>
|
||
</div>
|
||
{!embedded && !showNotes && !notes && (
|
||
<button
|
||
type="button"
|
||
onClick={() => setShowNotes(true)}
|
||
className="text-muted-foreground hover:text-foreground transition-colors"
|
||
>
|
||
+ {t('internal_note')}
|
||
</button>
|
||
)}
|
||
{dimensionsEnabled && !showDims && (
|
||
<button
|
||
type="button"
|
||
onClick={() => setShowDims(true)}
|
||
className="text-muted-foreground hover:text-foreground transition-colors"
|
||
>
|
||
+ {t('add_dimensions')}
|
||
</button>
|
||
)}
|
||
</div>
|
||
|
||
{isForeign && (
|
||
<div className="flex flex-wrap items-end gap-3">
|
||
<div className="w-40">
|
||
<Label className="text-xs text-muted-foreground">
|
||
{t('exchange_rate_label', { currency: entryCurrency })}
|
||
</Label>
|
||
<div className="relative mt-1">
|
||
<Input
|
||
type="number"
|
||
value={exchangeRate}
|
||
onChange={(e) => setExchangeRate(e.target.value)}
|
||
placeholder="0,0000"
|
||
className="h-8 pr-8"
|
||
step="0.0001"
|
||
min="0"
|
||
/>
|
||
{isFetchingRate && (
|
||
<Loader2 className="absolute right-2 top-1.5 h-4 w-4 animate-spin text-muted-foreground" />
|
||
)}
|
||
</div>
|
||
</div>
|
||
<div className="w-40">
|
||
<Label className="text-xs text-muted-foreground">
|
||
{t('amount_in_currency_label', { currency: entryCurrency })}
|
||
</Label>
|
||
<Input
|
||
type="number"
|
||
value={foreignAmount || (computedForeignAmount > 0 && !parsedForeignInput ? computedForeignAmount.toFixed(2) : '')}
|
||
onChange={(e) => setForeignAmount(e.target.value)}
|
||
placeholder="0,00"
|
||
className="mt-1 h-8"
|
||
step="0.01"
|
||
min="0"
|
||
/>
|
||
</div>
|
||
{rate > 0 && computedForeignAmount > 0 && (
|
||
<p className="text-xs text-muted-foreground pb-1">
|
||
{computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} {entryCurrency} × {rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 })} = {computedSekAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
|
||
</p>
|
||
)}
|
||
</div>
|
||
)}
|
||
|
||
{!embedded && (showNotes || notes) && (
|
||
<div>
|
||
<Label className="text-xs text-muted-foreground">
|
||
{t('internal_note')}{' '}
|
||
<span className="font-normal">{t('internal_note_optional')}</span>
|
||
</Label>
|
||
<Textarea
|
||
value={notes}
|
||
onChange={(e) => setNotes(e.target.value)}
|
||
placeholder={t('internal_note_placeholder')}
|
||
className="mt-1 resize-none"
|
||
rows={2}
|
||
maxLength={2000}
|
||
/>
|
||
</div>
|
||
)}
|
||
|
||
{/* Header default dims: writes through to all rows without a per-row
|
||
override (see setHeaderDimension for the inheritance rule). */}
|
||
{dimensionsEnabled && showDims && (
|
||
<div className="max-w-md space-y-1">
|
||
<LineDimensionFields
|
||
dimensions={headerDims}
|
||
onChange={setHeaderDimension}
|
||
inputClassName="h-8"
|
||
/>
|
||
<p className="text-xs text-muted-foreground">{t('dimensions_apply_all_hint')}</p>
|
||
</div>
|
||
)}
|
||
|
||
{periodMismatch === 'no_period' && (
|
||
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
|
||
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
|
||
<div className="flex-1 text-sm text-warning-foreground">
|
||
<p className="font-medium">{t('no_period_warning', { date: entryDate })}</p>
|
||
<p className="mt-0.5">{t('no_period_help')}</p>
|
||
</div>
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={() => setShowCreatePeriod(true)}
|
||
className="shrink-0"
|
||
>
|
||
<CalendarPlus className="h-3.5 w-3.5 mr-1.5" />
|
||
{t('create_period')}
|
||
</Button>
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
{/* Entry lines: mobile cards */}
|
||
<div className="sm:hidden space-y-3">
|
||
{lines.map((line, index) => (
|
||
<div key={index} className="rounded-lg border bg-card p-3 space-y-2">
|
||
<div className="flex items-start gap-2">
|
||
<div className="flex-1">
|
||
<AccountCombobox
|
||
value={line.account_number}
|
||
accounts={accounts}
|
||
catalog={catalog}
|
||
notActivatedLabel={t('account_not_activated')}
|
||
onChange={(num) => updateLine(index, 'account_number', num)}
|
||
onCommit={() => focusDebit(index)}
|
||
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
|
||
inputRef={(el) => { mobileAccountRefs.current[index] = el }}
|
||
/>
|
||
</div>
|
||
<Button
|
||
variant="ghost"
|
||
size="sm"
|
||
onClick={() => removeLine(index)}
|
||
disabled={lines.length <= 2}
|
||
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px] shrink-0 -mr-1 -mt-1"
|
||
>
|
||
<Trash2 className="h-3.5 w-3.5" />
|
||
</Button>
|
||
</div>
|
||
<Input
|
||
value={line.line_description}
|
||
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
|
||
onKeyDown={handleLineDescKeyDown(index)}
|
||
placeholder={t('line_description_placeholder')}
|
||
/>
|
||
<div className="grid grid-cols-2 gap-2">
|
||
<div className="space-y-1">
|
||
<Label className="text-xs text-muted-foreground">{t('col_debit')}</Label>
|
||
<Input
|
||
ref={(el) => { mobileDebitRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.debit_amount}
|
||
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'debit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'debit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</div>
|
||
<div className="space-y-1">
|
||
<Label className="text-xs text-muted-foreground">{t('col_credit')}</Label>
|
||
<Input
|
||
ref={(el) => { mobileCreditRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.credit_amount}
|
||
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'credit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'credit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</div>
|
||
</div>
|
||
{dimensionsEnabled && (
|
||
<LineDimensionFields
|
||
dimensions={line.dimensions}
|
||
onChange={(dimNo, code) => updateLineDimension(index, dimNo, code)}
|
||
/>
|
||
)}
|
||
{/^\d{4}$/.test(line.account_number) && (
|
||
<div className="flex justify-end text-xs text-muted-foreground tabular-nums pt-0.5">
|
||
{accountBalances[line.account_number] === null || accountBalances[line.account_number] === undefined ? (
|
||
<Skeleton className="h-3 w-20" />
|
||
) : (
|
||
(() => {
|
||
const bal = accountBalances[line.account_number] as number
|
||
const delta = draftDeltas[line.account_number]
|
||
if (!delta) {
|
||
return (
|
||
<span>
|
||
{t('saldo_label')} {formatCurrency(bal)}
|
||
</span>
|
||
)
|
||
}
|
||
const after = roundOre(bal + delta)
|
||
return (
|
||
<span>
|
||
{t('saldo_label')} {formatCurrency(bal)}{' '}
|
||
<span className="text-foreground">→ {formatCurrency(after)}</span>
|
||
</span>
|
||
)
|
||
})()
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
))}
|
||
|
||
{/* Mobile totals */}
|
||
<div className="flex justify-between items-center px-1 pt-2 font-semibold text-sm">
|
||
<span>{t('sum')}</span>
|
||
<div className="flex gap-4">
|
||
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
|
||
{t('sum_d', { amount: totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
|
||
</span>
|
||
<span className={isBalanced ? 'text-success' : 'text-destructive'}>
|
||
{t('sum_k', { amount: totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 }) })}
|
||
</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div className="flex gap-2">
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={addLine}
|
||
className="flex-1"
|
||
>
|
||
<Plus className="h-3 w-3 mr-1" />
|
||
{t('add_line')}
|
||
</Button>
|
||
<BookingTemplatePicker
|
||
onApply={handleTemplateApply}
|
||
entityType={company?.entity_type}
|
||
/>
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={() => setShowSaveTemplate(true)}
|
||
disabled={derivedTemplateLines.length < 2}
|
||
title={derivedTemplateLines.length < 2 ? t('save_template_disabled_hint') : undefined}
|
||
>
|
||
<BookmarkPlus className="h-3 w-3 mr-1" />
|
||
{t('save_as_template')}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
|
||
{/* Entry lines: desktop table */}
|
||
<div className="hidden sm:block">
|
||
<table className="w-full text-sm">
|
||
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
|
||
<tr className="border-b text-left">
|
||
<th className="py-2 w-28">{t('col_account')}</th>
|
||
<th className="py-2 px-1">{t('col_description')}</th>
|
||
<th className="py-2 w-32 px-1 text-right">{t('col_debit')}</th>
|
||
<th className="py-2 w-32 px-1 text-right">{t('col_credit')}</th>
|
||
<th className="py-2 w-28 px-1 text-right">{t('col_saldo')}</th>
|
||
<th className="py-2 w-10"></th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
{lines.map((line, index) => (
|
||
<tr key={index} className="border-b">
|
||
<td className="py-1.5">
|
||
<AccountCombobox
|
||
value={line.account_number}
|
||
accounts={accounts}
|
||
catalog={catalog}
|
||
notActivatedLabel={t('account_not_activated')}
|
||
onChange={(num) => updateLine(index, 'account_number', num)}
|
||
onCommit={() => focusDebit(index)}
|
||
onCreateAccount={(prefill) => handleOpenCreateAccount(index, prefill)}
|
||
inputRef={(el) => { desktopAccountRefs.current[index] = el }}
|
||
className="h-8"
|
||
/>
|
||
</td>
|
||
<td className="py-1.5 px-1">
|
||
<Input
|
||
value={line.line_description}
|
||
onChange={(e) => updateLine(index, 'line_description', e.target.value)}
|
||
onKeyDown={handleLineDescKeyDown(index)}
|
||
placeholder={t('line_description_placeholder')}
|
||
className="h-8"
|
||
/>
|
||
{line.dimensions &&
|
||
Object.keys(line.dimensions).length > 0 &&
|
||
(line.account_number || line.debit_amount || line.credit_amount) && (
|
||
<Badge variant="outline" className="mt-1 font-mono text-[11px] font-normal">
|
||
{compactDims(line.dimensions)}
|
||
</Badge>
|
||
)}
|
||
</td>
|
||
<td className="py-1.5 px-1">
|
||
<Input
|
||
ref={(el) => { desktopDebitRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.debit_amount}
|
||
onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'debit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'debit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right h-8"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</td>
|
||
<td className="py-1.5 px-1">
|
||
<Input
|
||
ref={(el) => { desktopCreditRefs.current[index] = el }}
|
||
type="number"
|
||
value={line.credit_amount}
|
||
onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
|
||
onKeyDown={handleAmountKeyDown(index, 'credit')}
|
||
onDoubleClick={() => handleFillBalance(index, 'credit')}
|
||
title={t('fill_balance_tooltip')}
|
||
placeholder="0,00"
|
||
className="text-right h-8"
|
||
inputMode="decimal"
|
||
min="0"
|
||
step="0.01"
|
||
/>
|
||
</td>
|
||
<td className="py-1.5 px-1 text-right tabular-nums text-muted-foreground">
|
||
{(() => {
|
||
if (!/^\d{4}$/.test(line.account_number)) return null
|
||
const bal = accountBalances[line.account_number]
|
||
if (bal === null || bal === undefined) {
|
||
return <Skeleton className="h-4 w-20 ml-auto" />
|
||
}
|
||
const delta = draftDeltas[line.account_number]
|
||
if (!delta) return formatCurrency(bal)
|
||
const after = roundOre(bal + delta)
|
||
return (
|
||
<span className="inline-flex flex-col items-end leading-tight">
|
||
<span className="text-[11px]">{formatCurrency(bal)}</span>
|
||
<span className="text-foreground">→ {formatCurrency(after)}</span>
|
||
</span>
|
||
)
|
||
})()}
|
||
</td>
|
||
<td className="py-1.5">
|
||
<div className="flex items-center justify-end">
|
||
{dimensionsEnabled && (
|
||
<div
|
||
className="relative"
|
||
ref={dimPopoverRow === index ? dimPopoverRef : undefined}
|
||
>
|
||
<Button
|
||
variant="ghost"
|
||
size="sm"
|
||
onClick={() => setDimPopoverRow(dimPopoverRow === index ? null : index)}
|
||
className={`h-8 w-8 p-0 min-h-[44px] min-w-[44px] ${
|
||
line.dimensions && Object.keys(line.dimensions).length > 0
|
||
? 'text-foreground'
|
||
: 'text-muted-foreground'
|
||
}`}
|
||
aria-label={t('row_dimensions_aria')}
|
||
aria-expanded={dimPopoverRow === index}
|
||
title={t('row_dimensions_aria')}
|
||
>
|
||
<Tags className="h-3.5 w-3.5" />
|
||
</Button>
|
||
{dimPopoverRow === index && (
|
||
<div
|
||
className="absolute right-0 top-full z-50 mt-1 w-64 rounded-md border bg-card p-3 shadow-md"
|
||
onKeyDown={(e) => {
|
||
// The comboboxes preventDefault their own Escape
|
||
// (closing their dropdown): only an unhandled
|
||
// Escape closes the popover.
|
||
if (e.key === 'Escape' && !e.defaultPrevented) {
|
||
e.preventDefault()
|
||
e.stopPropagation()
|
||
setDimPopoverRow(null)
|
||
}
|
||
}}
|
||
>
|
||
<LineDimensionFields
|
||
stacked
|
||
dimensions={line.dimensions}
|
||
onChange={(dimNo, code) => updateLineDimension(index, dimNo, code)}
|
||
inputClassName="h-8"
|
||
/>
|
||
</div>
|
||
)}
|
||
</div>
|
||
)}
|
||
<Button
|
||
variant="ghost"
|
||
size="sm"
|
||
onClick={() => removeLine(index)}
|
||
disabled={lines.length <= 2}
|
||
className="h-8 w-8 p-0 min-h-[44px] min-w-[44px]"
|
||
>
|
||
<Trash2 className="h-3.5 w-3.5" />
|
||
</Button>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
))}
|
||
</tbody>
|
||
<tfoot>
|
||
<tr className="font-semibold">
|
||
<td colSpan={2} className="py-2 px-1">
|
||
{t('sum')}
|
||
</td>
|
||
<td
|
||
className={`py-2 px-1 text-right ${
|
||
isBalanced ? 'text-success' : 'text-destructive'
|
||
}`}
|
||
>
|
||
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
|
||
</td>
|
||
<td
|
||
className={`py-2 px-1 text-right ${
|
||
isBalanced ? 'text-success' : 'text-destructive'
|
||
}`}
|
||
>
|
||
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
|
||
</td>
|
||
<td></td>
|
||
<td></td>
|
||
</tr>
|
||
</tfoot>
|
||
</table>
|
||
|
||
<div className="flex gap-2 mt-2">
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={addLine}
|
||
>
|
||
<Plus className="h-3 w-3 mr-1" />
|
||
{t('add_line')}
|
||
</Button>
|
||
<BookingTemplatePicker
|
||
onApply={handleTemplateApply}
|
||
entityType={company?.entity_type}
|
||
/>
|
||
<Button
|
||
variant="outline"
|
||
size="sm"
|
||
onClick={() => setShowSaveTemplate(true)}
|
||
disabled={derivedTemplateLines.length < 2}
|
||
title={derivedTemplateLines.length < 2 ? t('save_template_disabled_hint') : undefined}
|
||
>
|
||
<BookmarkPlus className="h-3 w-3 mr-1" />
|
||
{t('save_as_template')}
|
||
</Button>
|
||
</div>
|
||
<p className="mt-1.5 text-xs text-muted-foreground">
|
||
{t('fill_balance_hint')} {t('keyboard_hint')}
|
||
</p>
|
||
</div>
|
||
|
||
{/* Document attachments: hidden when editing a draft; underlag is
|
||
managed from the verifikat detail page (JournalEntryAttachments). */}
|
||
{!embedded && !editEntryId && (
|
||
<div>
|
||
<Label className="mb-2 block">{t('attachments_label')}</Label>
|
||
<DocumentUploadZone
|
||
files={uploadedFiles}
|
||
onFilesChange={setUploadedFiles}
|
||
/>
|
||
</div>
|
||
)}
|
||
|
||
{!isBalanced && totalDebit > 0 && (
|
||
<p className="text-sm text-destructive">
|
||
{t('difference', { amount: formatCurrency(Math.abs(totalDebit - totalCredit)) })}
|
||
</p>
|
||
)}
|
||
|
||
<div className="flex flex-col items-end gap-1">
|
||
<div className="flex gap-2">
|
||
{editEntryId ? (
|
||
<Button
|
||
onClick={handleSaveEdit}
|
||
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
|
||
title={!canWrite ? t('read_only_tooltip') : undefined}
|
||
>
|
||
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||
{t('save_edit')}
|
||
</Button>
|
||
) : (
|
||
<>
|
||
{!embedded && (
|
||
<Button
|
||
variant="ghost"
|
||
onClick={() => setShowClearConfirm(true)}
|
||
disabled={!hasContent || isSubmitting || isSavingDraft}
|
||
title={t('clear_all_tooltip')}
|
||
>
|
||
<Eraser className="mr-2 h-4 w-4" />
|
||
{t('clear_all')}
|
||
</Button>
|
||
)}
|
||
{/* Draft-saving rides on ?as_draft=true, which only the standard
|
||
journal-entries endpoint honors. A custom submitUrl (e.g. the
|
||
bank-transaction /book route) ignores the flag and commits a
|
||
numbered voucher, so the draft button must not render there. */}
|
||
{!submitUrl && (
|
||
<Button
|
||
variant="outline"
|
||
onClick={handleSaveDraft}
|
||
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
|
||
title={!canWrite ? t('read_only_tooltip') : t('save_draft_tooltip')}
|
||
>
|
||
{!canWrite ? <Lock className="mr-2 h-4 w-4" /> : isSavingDraft && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||
{t('save_draft')}
|
||
</Button>
|
||
)}
|
||
<Button
|
||
onClick={handleReview}
|
||
disabled={!isBalanced || !description || !selectedPeriod || !!periodMismatch || isSubmitting || isSavingDraft || isUploading || !canWrite}
|
||
title={!canWrite ? t('read_only_tooltip') : undefined}
|
||
>
|
||
{!canWrite && <Lock className="mr-2 h-4 w-4" />}
|
||
{t('review_and_create')}
|
||
</Button>
|
||
</>
|
||
)}
|
||
</div>
|
||
{(!description || !selectedPeriod || isUploading || periodMismatch || incompleteLineCount > 0 || (!isBalanced && submittableLines.length < 2)) && (
|
||
<div className="text-xs text-muted-foreground space-y-0.5 text-right">
|
||
{!description && <p>{t('validation_description')}</p>}
|
||
{!selectedPeriod && <p>{t('validation_period')}</p>}
|
||
{periodMismatch === 'no_period' && <p>{t('validation_no_matching_period')}</p>}
|
||
{isUploading && <p>{t('validation_uploading')}</p>}
|
||
{incompleteLineCount > 0 && (
|
||
<p>{t('validation_incomplete_lines')}</p>
|
||
)}
|
||
{submittableLines.length < 2 && incompleteLineCount === 0 && (
|
||
<p>{t('validation_min_lines')}</p>
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
</>
|
||
)}
|
||
|
||
{/* 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>{t('save_template_dialog_title')}</DialogTitle>
|
||
<DialogDescription>{t('save_template_dialog_description')}</DialogDescription>
|
||
</DialogHeader>
|
||
{showSaveTemplate && (
|
||
<TemplateForm
|
||
mode="create"
|
||
entityLabels={{
|
||
all: tTpl('entity_all'),
|
||
enskild_firma: tTpl('entity_enskild_firma'),
|
||
aktiebolag: tTpl('entity_aktiebolag'),
|
||
}}
|
||
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>
|
||
|
||
<ActivateAccountsDialog
|
||
open={activationDialog.open}
|
||
accountNumbers={activationDialog.accountNumbers}
|
||
onConfirm={confirmActivation}
|
||
onCancel={cancelActivation}
|
||
onCreateUnknown={(num) => {
|
||
cancelActivation()
|
||
const lineIndex = lines.findIndex((l) => l.account_number === num)
|
||
setCreatingAccountForLine(lineIndex >= 0 ? lineIndex : null)
|
||
setCreateAccountPrefill(num)
|
||
}}
|
||
/>
|
||
|
||
<AddAccountDialog
|
||
open={creatingAccountForLine != null}
|
||
onOpenChange={(next) => {
|
||
if (!next) {
|
||
setCreatingAccountForLine(null)
|
||
setCreateAccountPrefill('')
|
||
}
|
||
}}
|
||
initialAccountNumber={/^\d{1,4}$/.test(createAccountPrefill) ? createAccountPrefill : undefined}
|
||
initialAccountName={/^\d{1,4}$/.test(createAccountPrefill) ? undefined : createAccountPrefill}
|
||
onCreated={handleAccountCreated}
|
||
/>
|
||
|
||
<ConfirmationDialog
|
||
open={showReview && !bare}
|
||
onOpenChange={setShowReview}
|
||
onConfirm={handleConfirm}
|
||
isSubmitting={isSubmitting}
|
||
autoFocusConfirm
|
||
title={
|
||
!embedded && nextVoucherNumber != null
|
||
? t('review_title_with_voucher', { voucher: formatVoucher({ voucher_series: voucherSeries, voucher_number: nextVoucherNumber }) })
|
||
: t('review_title')
|
||
}
|
||
warningText={embedded ? '' : t('review_warning')}
|
||
>
|
||
{(monthChanged || selectedPeriodLocked) && (
|
||
<div className="mb-4 flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/10 p-3">
|
||
<AlertTriangle className="h-5 w-5 text-warning-foreground mt-0.5 shrink-0" />
|
||
<div className="flex-1 text-sm text-warning-foreground space-y-0.5">
|
||
{monthChanged && (
|
||
<p className="font-medium">
|
||
{t('review_month_changed', {
|
||
prev: monthLabel(lastPostedMonth as string),
|
||
current: monthLabel(entryMonth),
|
||
})}
|
||
</p>
|
||
)}
|
||
{selectedPeriodLocked && <p>{t('review_period_locked')}</p>}
|
||
</div>
|
||
</div>
|
||
)}
|
||
<JournalEntryReviewContent
|
||
periodName={periods.find((p) => p.id === selectedPeriod)?.name || ''}
|
||
entryDate={entryDate}
|
||
description={description}
|
||
notes={notes || undefined}
|
||
voucherSeries={!embedded ? voucherSeries : undefined}
|
||
lines={lines}
|
||
totalDebit={totalDebit}
|
||
totalCredit={totalCredit}
|
||
attachmentCount={uploadedFiles.filter((f) => f.status === 'uploaded').length}
|
||
showBalanceBadge={!embedded}
|
||
hideDate={!!embedded}
|
||
/>
|
||
</ConfirmationDialog>
|
||
|
||
{/* Warning dialog when no documents attached */}
|
||
<ConfirmationDialog
|
||
open={showNoDocWarning && !bare}
|
||
onOpenChange={setShowNoDocWarning}
|
||
onConfirm={() => {
|
||
setShowNoDocWarning(false)
|
||
setShowReview(true)
|
||
}}
|
||
isSubmitting={false}
|
||
autoFocusConfirm
|
||
title={t('no_doc_dialog_title')}
|
||
warningText={t('no_doc_dialog_warning')}
|
||
confirmLabel={t('no_doc_confirm')}
|
||
>
|
||
<div className="text-sm text-muted-foreground">
|
||
{t('no_doc_body')}
|
||
</div>
|
||
</ConfirmationDialog>
|
||
|
||
<CreatePeriodDialog
|
||
open={showCreatePeriod}
|
||
onOpenChange={setShowCreatePeriod}
|
||
entryDate={entryDate}
|
||
periods={periods}
|
||
onCreated={fetchPeriods}
|
||
/>
|
||
|
||
{/* Clear-all confirmation */}
|
||
<Dialog open={showClearConfirm} onOpenChange={setShowClearConfirm}>
|
||
<DialogContent className="sm:max-w-md">
|
||
<DialogHeader>
|
||
<DialogTitle>{t('clear_all_confirm_title')}</DialogTitle>
|
||
<DialogDescription>{t('clear_all_confirm_body')}</DialogDescription>
|
||
</DialogHeader>
|
||
<DialogFooter>
|
||
<Button variant="outline" onClick={() => setShowClearConfirm(false)}>
|
||
{t('clear_all_cancel')}
|
||
</Button>
|
||
<Button
|
||
variant="destructive"
|
||
onClick={() => {
|
||
handleClearAll()
|
||
setShowClearConfirm(false)
|
||
}}
|
||
>
|
||
<Eraser className="mr-2 h-4 w-4" />
|
||
{t('clear_all_confirm')}
|
||
</Button>
|
||
</DialogFooter>
|
||
</DialogContent>
|
||
</Dialog>
|
||
|
||
<DuplicateBookingDialog
|
||
candidate={duplicateCandidate}
|
||
processing={isSubmitting}
|
||
onCancel={() => setDuplicateCandidate(null)}
|
||
onBookAnyway={handleBookAnyway}
|
||
matchTransaction={duplicateMatchTransaction ?? null}
|
||
onMatched={
|
||
onDuplicateMatched
|
||
? (_transactionId, journalEntryId) => {
|
||
setDuplicateCandidate(null)
|
||
onDuplicateMatched(journalEntryId)
|
||
}
|
||
: undefined
|
||
}
|
||
/>
|
||
</div>
|
||
)
|
||
|
||
if (embedded || bare) {
|
||
return formContent
|
||
}
|
||
|
||
return (
|
||
<Card>
|
||
<CardHeader>
|
||
<CardTitle>{t('card_title')}</CardTitle>
|
||
</CardHeader>
|
||
<CardContent>
|
||
{formContent}
|
||
</CardContent>
|
||
</Card>
|
||
)
|
||
}
|