Files
accounted/components/transactions/QuickReviewDialog.tsx
T
Mattsson e4488a900b feat: add user locale preference to user_preferences table (#555)
* feat: add user locale preference to user_preferences table

- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.

chore: declare CSS module support in TypeScript

- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.

* feat: add Swish as an invoice payment method in company settings
2026-05-21 21:33:22 +02:00

525 lines
20 KiB
TypeScript

'use client'
import { useState, useEffect, useCallback } from 'react'
import { useTranslations } from 'next-intl'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, Check, Paperclip, ChevronDown, ChevronUp, AlertTriangle } from 'lucide-react'
import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
import type { BookingTemplate } from '@/lib/bookkeeping/booking-templates'
import { resolveSekAmount } from '@/lib/bookkeeping/currency-utils'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import JournalEntryPreview from './JournalEntryPreview'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import VatTreatmentSelect from './VatTreatmentSelect'
import { VAT_TREATMENT_OPTIONS } from './transaction-types'
import type { TransactionWithInvoice } from './transaction-types'
import type { TransactionCategory, VatTreatment, BASAccount, EntityType, LinePatternEntry } from '@/types'
interface QuickReviewDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
transaction: TransactionWithInvoice | null
category: TransactionCategory | null
categoryLabel: string
defaultAccount: string
defaultVat: VatTreatment | 'none'
entityType?: EntityType
template?: BookingTemplate | null
templateId?: string
counterpartyLinePattern?: LinePatternEntry[] | null
onConfirm: (
id: string,
category: TransactionCategory,
vatTreatment: VatTreatment | undefined,
accountOverride: string | undefined,
templateId?: string
) => Promise<string | null>
onChangeTemplate?: () => void
}
export default function QuickReviewDialog({
open,
onOpenChange,
transaction,
category,
categoryLabel,
defaultAccount,
defaultVat,
entityType,
template,
templateId,
counterpartyLinePattern,
onConfirm,
onChangeTemplate,
}: QuickReviewDialogProps) {
const t = useTranslations('tx_quick_review')
const tCat = useTranslations('tx_categories')
const { toast } = useToast()
const [accountOverride, setAccountOverride] = useState(defaultAccount)
const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>(defaultVat)
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [isProcessing, setIsProcessing] = useState(false)
const [error, setError] = useState<string | null>(null)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [showUploadZone, setShowUploadZone] = useState(false)
const [showVatDropdown, setShowVatDropdown] = useState(false)
const [isOpeningDoc, setIsOpeningDoc] = useState(false)
// Mirror of `transaction` so we can patch in a freshly-fetched SEK conversion
// before the user confirms — the verifikation must always be in SEK and the
// engine reads these fields straight off the transaction row.
const [enrichedTx, setEnrichedTx] = useState<TransactionWithInvoice | null>(transaction)
const [rateLoading, setRateLoading] = useState(false)
const [rateError, setRateError] = useState<string | null>(null)
const preAttachedDocumentId = transaction?.document_id ?? null
const handleOpenAttachedDoc = useCallback(async () => {
if (!preAttachedDocumentId || isOpeningDoc) return
setIsOpeningDoc(true)
try {
const res = await fetch(`/api/documents/${preAttachedDocumentId}`)
if (!res.ok) {
toast({ title: t('open_attached_failed'), variant: 'destructive' })
return
}
const { data } = await res.json()
if (data?.download_url) {
window.open(data.download_url, '_blank', 'noopener,noreferrer')
}
} finally {
setIsOpeningDoc(false)
}
}, [preAttachedDocumentId, isOpeningDoc, toast, t])
// Handle account changes — clear VAT for liability/equity accounts (class 2)
const handleAccountChange = useCallback((account: string) => {
setAccountOverride(account)
if (account.startsWith('2')) {
setVatTreatment('none')
}
}, [])
// Fetch accounts on mount
useEffect(() => {
async function fetchAccounts() {
try {
const res = await fetch('/api/bookkeeping/accounts')
const { data } = await res.json()
if (data) {
setAccounts(data)
}
} catch {
// Non-critical
}
}
fetchAccounts()
}, [])
// Reset local mirror whenever the underlying transaction changes (the parent
// reuses the dialog instance across rows).
useEffect(() => {
setEnrichedTx(transaction)
setRateError(null)
}, [transaction])
// Backfill the SEK conversion on demand. resolveSekAmount silently falls
// back to the raw foreign amount when amount_sek/exchange_rate are null,
// which means the user would see misleading "kr" values in the verifikation
// and the engine would post the wrong number to the books.
useEffect(() => {
if (!open || !transaction) return
const needsRate =
!!transaction.currency &&
transaction.currency !== 'SEK' &&
(transaction.amount_sek == null || transaction.exchange_rate == null)
if (!needsRate) return
let cancelled = false
setRateLoading(true)
setRateError(null)
;(async () => {
try {
const res = await fetch(`/api/transactions/${transaction.id}/refresh-exchange-rate`, {
method: 'POST',
})
const json = await res.json()
if (cancelled) return
if (!res.ok) {
setRateError(json?.error?.message || t('exchange_rate_fetch_failed'))
return
}
if (json?.data) {
setEnrichedTx({ ...json.data, ...{
potential_invoice: transaction.potential_invoice,
potential_supplier_invoice: transaction.potential_supplier_invoice,
} })
}
} catch {
if (!cancelled) setRateError(t('exchange_rate_fetch_failed'))
} finally {
if (!cancelled) setRateLoading(false)
}
})()
return () => {
cancelled = true
}
}, [open, transaction, t])
if (!transaction || !category) return null
const tx = enrichedTx ?? transaction
const isIncome = tx.amount > 0
const isCounterpartyTemplate = !!(counterpartyLinePattern && counterpartyLinePattern.length > 0)
const isTemplateBooking = !!templateId || isCounterpartyTemplate
const isLiabilityAccount = accountOverride.startsWith('2')
// For non-SEK transactions, the verifikation and the headline must show
// the SEK-converted total — the mall/category booking always posts in SEK.
const sekAmount = resolveSekAmount(
tx.amount,
tx.amount_sek,
tx.currency,
tx.exchange_rate
)
const isForeign = !!(tx.currency && tx.currency !== 'SEK')
const sekConversionMissing = isForeign && (tx.amount_sek == null || tx.exchange_rate == null)
async function handleConfirm() {
if (!category || !transaction) return
setIsProcessing(true)
setError(null)
try {
const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
const catDefault = getDefaultAccountForCategory(category)
const override = accountOverride && accountOverride !== catDefault
? accountOverride
: undefined
const journalEntryId = await onConfirm(transaction.id, category, resolvedVat, override, templateId)
// Link uploaded documents to the journal entry
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('doc_link_failed_title'),
description: t('doc_link_failed_description', { count: linkFailCount }),
variant: 'destructive',
})
}
}
setUploadedFiles([])
setShowUploadZone(false)
} catch {
setError(t('generic_error'))
} finally {
// Always reset isProcessing — without this, an onConfirm that resolves
// with null (e.g. server returned a structured 4xx error like
// ACCOUNTS_NOT_IN_CHART) leaves the dialog frozen because the
// <Dialog onOpenChange> below disables backdrop/ESC while processing.
setIsProcessing(false)
}
}
return (
<Dialog open={open} onOpenChange={isProcessing ? undefined : (o) => {
if (!o) {
setUploadedFiles([])
setShowUploadZone(false)
}
onOpenChange(o)
}}>
<DialogContent className="max-w-md sm:max-w-lg max-h-[85vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>{t('title')}</DialogTitle>
<DialogDescription>
{isTemplateBooking ? t('description_template') : t('description_default')}
</DialogDescription>
</DialogHeader>
{/* Transaction summary */}
<div className="flex items-center gap-3 rounded-lg border p-3">
<div
className={`h-9 w-9 rounded-full flex items-center justify-center flex-shrink-0 ${isIncome ? 'bg-success/10 text-success' : 'bg-destructive/10 text-destructive'}`}
>
{isIncome ? (
<ArrowUpRight className="h-4 w-4" />
) : (
<ArrowDownRight className="h-4 w-4" />
)}
</div>
<div className="flex-1 min-w-0">
<p className="font-medium text-sm break-all">{tx.description}</p>
<p className="text-xs text-muted-foreground">{formatDate(tx.date)}</p>
</div>
<div className="text-right flex-shrink-0">
{isForeign ? (
<>
<p className={`font-medium text-sm tabular-nums ${isIncome ? 'text-success' : ''}`}>
{isIncome ? '+' : ''}
{formatCurrency(tx.amount, tx.currency)}
</p>
<p className="text-xs text-muted-foreground tabular-nums">
{rateLoading || sekConversionMissing
? t('amount_loading')
: t('amount_approx', { sign: isIncome ? '+' : '', sek: formatCurrency(sekAmount, 'SEK') })}
</p>
</>
) : (
<p className={`font-medium text-sm tabular-nums ${isIncome ? 'text-success' : ''}`}>
{isIncome ? '+' : ''}
{formatCurrency(sekAmount, 'SEK')}
</p>
)}
</div>
</div>
{isForeign && tx.exchange_rate != null && tx.exchange_rate_date && !sekConversionMissing && (
<p className="text-xs text-muted-foreground -mt-1">
{t('rate_footnote', {
rate: formatCurrency(tx.exchange_rate, 'SEK'),
currency: tx.currency,
date: formatDate(tx.exchange_rate_date),
})}
</p>
)}
{rateError && (
<div className="rounded-lg border border-destructive/30 bg-destructive/[0.05] px-3 py-2">
<p className="text-xs text-destructive leading-snug">{rateError}</p>
</div>
)}
{/* Template or Category */}
<div>
<label className="text-sm font-medium text-muted-foreground">
{isCounterpartyTemplate ? t('label_counterparty_template') : template ? t('label_template') : t('label_category')}
</label>
<div className="mt-1 flex items-center gap-2">
<Badge variant="outline" className="text-sm py-1 px-3">
{template ? template.name_sv : categoryLabel}
</Badge>
{onChangeTemplate && !isCounterpartyTemplate && (
<button
type="button"
className="text-xs text-primary hover:underline"
onClick={onChangeTemplate}
>
{t('change_template')}
</button>
)}
</div>
{template && !isCounterpartyTemplate && (
<p className="mt-1.5 text-xs font-mono text-muted-foreground">
D: {formatAccountWithName(template.debit_account)} K: {formatAccountWithName(template.credit_account)}
</p>
)}
</div>
{/* Template special rules */}
{template?.special_rules_sv && (
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
<p className="text-xs text-warning-foreground leading-snug">
{template.special_rules_sv}
</p>
</div>
)}
{/* Deductibility note */}
{template?.deductibility_note_sv && (
<div className="rounded-lg border border-primary/20 bg-primary/[0.03] px-3 py-2">
<p className="text-xs text-foreground leading-snug">
{template.deductibility_note_sv}
</p>
</div>
)}
{/* Reverse charge warning */}
{template?.requires_vat_registration_data && (
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
<div className="flex items-start gap-2">
<AlertTriangle className="h-3.5 w-3.5 text-warning-foreground flex-shrink-0 mt-0.5" />
<p className="text-xs text-warning-foreground leading-snug">
{t('reverse_charge_warning')}
</p>
</div>
</div>
)}
{/* Journal entry preview — hidden until we have a SEK conversion;
otherwise we'd render a verifikation in the wrong currency. */}
{!sekConversionMissing && !rateLoading && (
<JournalEntryPreview
amount={tx.amount}
amountSek={sekAmount}
{...(isCounterpartyTemplate
? { linePattern: counterpartyLinePattern ?? undefined }
: templateId && template
? {
templateDebitAccount: template.debit_account,
templateCreditAccount: template.credit_account,
templateVatRate: template.vat_rate,
templateVatTreatment: template.vat_treatment,
templateSupplierType: template.reverse_charge_supplier_type,
}
: { category, vatTreatment: isLiabilityAccount ? 'none' : vatTreatment, accountOverride, entityType }
)}
/>
)}
{/* Account & VAT — hidden for template bookings (accounts defined by the template) */}
{!isTemplateBooking && (
<>
<div>
<label className="text-sm font-medium text-muted-foreground">{t('label_account')}</label>
<div className="mt-1">
<AccountCombobox
value={accountOverride}
accounts={accounts}
onChange={handleAccountChange}
/>
</div>
</div>
<div>
<label className="text-sm font-medium text-muted-foreground">{t('label_vat_treatment')}</label>
<div className="mt-1">
{isLiabilityAccount ? (
<p className="text-sm text-muted-foreground">
{t('no_vat_liability_account')}
</p>
) : showVatDropdown ? (
<VatTreatmentSelect
value={vatTreatment}
onValueChange={setVatTreatment}
/>
) : (
<p className="text-sm">
{(() => {
const opt = VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)
return opt ? tCat(opt.labelKey) : t('no_vat_default')
})()}
{' '}
<button
type="button"
className="text-xs text-primary hover:underline"
onClick={() => setShowVatDropdown(true)}
>
{t('change')}
</button>
</p>
)}
</div>
</div>
</>
)}
{/* Document — either show the doc the inbox attached pre-categorize,
or let the user upload one if none is attached yet. */}
{preAttachedDocumentId ? (
<div className="rounded-lg border flex items-center justify-between px-3 py-2.5 text-sm">
<div className="flex items-center gap-2 min-w-0">
<Paperclip className="h-4 w-4 text-muted-foreground shrink-0" />
<span className="font-medium">{t('attached_doc_label')}</span>
<span className="text-xs text-muted-foreground truncate">
{t('attached_doc_source')}
</span>
</div>
<button
type="button"
onClick={handleOpenAttachedDoc}
disabled={isOpeningDoc}
className="text-xs text-primary hover:underline shrink-0"
>
{isOpeningDoc ? t('opening') : t('view')}
</button>
</div>
) : (
<div className="rounded-lg border">
<button
type="button"
onClick={() => setShowUploadZone(!showUploadZone)}
className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
>
<div className="flex items-center gap-2">
<Paperclip className="h-4 w-4 text-muted-foreground" />
<span className="font-medium">{t('doc_label')}</span>
{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
<span className="text-xs text-muted-foreground">
{t('doc_attached_count', { count: uploadedFiles.filter((f) => f.status === 'uploaded').length })}
</span>
)}
</div>
{showUploadZone ? (
<ChevronUp className="h-4 w-4 text-muted-foreground" />
) : (
<ChevronDown className="h-4 w-4 text-muted-foreground" />
)}
</button>
{showUploadZone && (
<div className="px-3 pb-3">
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
compact
/>
</div>
)}
</div>
)}
{error && (
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
{error}
</div>
)}
{/* Actions */}
<div className="flex gap-2 pt-2">
<Button
variant="outline"
className="flex-1"
onClick={() => onOpenChange(false)}
disabled={isProcessing}
>
{t('cancel')}
</Button>
<Button
className="flex-1"
onClick={handleConfirm}
disabled={
isProcessing ||
(!isTemplateBooking && !accountOverride) ||
rateLoading ||
sekConversionMissing
}
>
<Check className="mr-2 h-4 w-4" />
{isProcessing ? t('booking') : rateLoading ? t('fetching_rate') : t('book')}
</Button>
</div>
</DialogContent>
</Dialog>
)
}