Files
accounted/components/bookkeeping/JournalEntryForm.tsx
T
Jakob Wennberg c0a106e591 feat(ux): Bucket A defaults pass: remove choices the system already knows the answer to (#1443)
* feat(booking): batch VAT seeds from category default, period derives from entry date

BatchCategorySelector and BulkBookInboxDialog hardcoded standard_25 as the
initial VAT treatment, overriding the server's per-category derivation and
claiming 25% moms on VAT-exempt bank fees. Both now default to an explicit
'Enligt kategori' option that omits vat_treatment so the server derives it
(exempt bank/card fees, 12% representation). Reverse charge is never derived.

The embedded JournalEntryForm period Select is replaced by the same derived
read-only text the standalone variant already uses: the period is a total
function of the entry date, and the Select allowed picking a period that
disagreed with it.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(booking): prefill cost account from counterparty history; period text in Bokfor direkt

BookDirectlyDialog and the supplier-invoice form left the cost account
deliberately blank even when the company's own confirmed history for the
counterparty (categorization_templates) or supplier.default_expense_account
knew the answer. Both now prefill from a counterparty-template hit (new
?counterparty= single-match mode on the settings route, same tiered matcher
as the booking flows), only into still-empty fields, only from expense-shaped
templates, with a provenance line. No generic fallback: a miss leaves the
field blank exactly as before.

Bokfor direkt's period Select is replaced by text derived from the entry
date; the silent periods[0] fallback becomes a blocking explanation, since
borrowing an arbitrary period could book into the wrong one.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(ux): single-company login skips the picker; filing surfaces default to filable periods

/select-company auto-forwards when the user is a member of exactly one
company with nothing else to decide (no new TIC engagements, no pending
invite, enrichment fresh); the in-app 'Lagg till foretag' links pass
?choose=1 to keep the picker deliberately reachable. Byra/multi-company
users are untouched.

The VAT declaration now opens on the most recently ENDED month/quarter
(lib/vat/period-defaults, tested) instead of the current one, which can
never be filed and forced a step-back click on every filing visit; the
periodicity switch resets the same way. Helarsmoms FyPicker gains
preferLatestEnded and opens on the latest ended rakenskapsar instead of
the newest started one.

The 'momsperiod saknas' dead end now collects the answer inline through
the same PUT /api/settings validation instead of bouncing to settings:
until the period exists the deadline engine generates zero VAT deadlines,
silently, so every extra hop kept a compliance hole open.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(granskning): approve pill commits directly for low and medium risk

The Godkann pill on /pending only opened a ConfirmationDialog demanding a
second Godkann, regardless of tier. The review row already states source,
title and risk and offers Detaljer, so for low/medium the pill now commits
directly; high risk keeps the dialog, whose warning sentence carries
information the row does not. Chat-side bulk approve is deferred: it needs
ApprovalCard's state lifted (assistant-redesign seam 8.8), see DECISIONS.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reports): map inline momsperiod save errors through getErrorMessage

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): repair the dead login auto-forward and nine review findings

The big one: setActiveCompany ends with a cookie write that throws during
Server Component render (sealed cookie store), so the /select-company
auto-forward silently never fired; the write is now best-effort since the
cookie is write-only compat and the DB write is already verified.

Also: supplier-switch un-plants history-prefilled accounts so the new
supplier's own default applies; prefill routes through handleAccountChange
so konto default moms rides along; batch 'Ingen moms' books exempt instead
of the derived 25%; monthly VAT default tracks the actual 12th/17th filing
deadline (over-40M stays M-1); inline momsperiod setup uses EmptyState,
gates on vat_number (the PUT would 400 without it), keeps keyboard focus
and announces errors; cost-account shape guard tightened to P&L accounts;
attn tone on the new warning lines.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: retrigger workflows; the Actions outage swallowed the rebase push event

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: retrigger after outage (events dropped, not delayed)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: retrigger after GitHub Actions recovery

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): address CodeRabbit and compliance-bot findings

Direct commit now prunes the op from the bulk selection (a stale id kept
inflating the bulk bar and rode into bulk-commit) and the detail-panel
Godkann gets the same risk gate as the row pill. The automatic account
fill in the supplier-invoice form is requested, not applied inline: the
applying effect waits for both the BAS chart and the request with fresh
closures, so a fill can no longer land before the chart and leave a
VAT-free konto on the 25% row default. Test dates use local-time
constructors (ISO strings parse as UTC midnight and shift a day in
negative-offset timezones). Stale ML 11 kap citation dropped from a
comment.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: retrigger; push event dropped again

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-07 10:16:23 +02:00

2130 lines
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TypeScript
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'use client'
import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
import { useRouter } from 'next/navigation'
import { useTranslations, useLocale } from 'next-intl'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Textarea } from '@/components/ui/textarea'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter } from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { ToastAction } from '@/components/ui/toast'
import { Plus, Trash2, AlertTriangle, Loader2, Lock, CalendarPlus, Eraser, Tags, BookmarkPlus } from 'lucide-react'
import { Badge } from '@/components/ui/badge'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import { JournalEntryReviewContent } from '@/components/bookkeeping/JournalEntryReviewContent'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import LineDimensionFields from '@/components/dimensions/LineDimensionFields'
import { loadBasCatalog, type CatalogAccount } from '@/lib/bookkeeping/bas-catalog-client'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
import { sourceTypeForTemplateCategory } from '@/lib/bookkeeping/template-source-type'
import { TemplateForm } from '@/components/settings/TemplateForm'
import CreatePeriodDialog from '@/components/bookkeeping/CreatePeriodDialog'
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
import { AddAccountDialog } from '@/components/bookkeeping/AddAccountDialog'
import { splitCreateAccountPrefill } from '@/lib/bookkeeping/create-account-prefill'
import DuplicateBookingDialog, { type DuplicateMatchTransaction } from '@/components/transactions/DuplicateBookingDialog'
import { Skeleton } from '@/components/ui/skeleton'
import {
useSubmitWithAccountActivation,
throwOnStructuredError,
} from '@/lib/hooks/use-submit-with-account-activation'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import {
linkDocuments,
formatFailedDocumentNames,
type DocumentLinkFailure,
} from '@/lib/documents/link-documents'
import { formatCurrency } from '@/lib/utils'
import { roundOre } from '@/lib/money'
import { formatVoucher, resolveDefaultSeriesForSource } from '@/lib/bookkeeping/voucher-series-resolver'
import { resolveFxLineSlot } from '@/lib/bookkeeping/fx-line-slot'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import { useCompany } from '@/contexts/CompanyContext'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import type { CreateJournalEntryLineInput, FiscalPeriod, BASAccount, JournalEntrySourceType, Currency, BookingTemplateLibrary, BookingTemplateCategory } from '@/types'
import type { BookedDuplicateCandidate } from '@/lib/transactions/booking-duplicate-detection'
const CURRENCIES: { value: Currency; label: string }[] = [
{ value: 'SEK', label: 'SEK' },
{ value: 'EUR', label: 'EUR' },
{ value: 'USD', label: 'USD' },
{ value: 'GBP', label: 'GBP' },
{ value: 'NOK', label: 'NOK' },
{ value: 'DKK', label: 'DKK' },
]
export interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
line_description: string
currency?: string
amount_in_currency?: number
exchange_rate?: number
/** Pass-through only (set via API/MCP, never edited in this form): edit
* mode replaces all lines, so dropping it would strip the stored code. */
tax_code?: string | null
/** SIE dimension map {sie_dim_no: object_code}, e.g. {"1":"KS01","6":"P001"}. */
dimensions?: Record<string, string>
}
interface Props {
onCreated?: () => void
onEntryCreated?: (entryId: string) => void
initialLines?: FormLine[]
initialDate?: string
initialDescription?: string
initialNotes?: string
initialVoucherSeries?: string
sourceType?: JournalEntrySourceType
sourceId?: string
submitUrl?: string
embedded?: boolean
/** Render without the Card chrome (e.g. inside a dialog) but keep the full
* non-embedded field set (series, notes, documents, voucher hint). */
bare?: boolean
/** Edit an existing DRAFT in place: the form PATCHes this entry instead of
* creating a new one. Only the draft's header + lines are updated. */
editEntryId?: string
/** Edit mode: hydrate the currency picker + FX fields from the stored draft
* so a foreign-currency draft is not displayed (and resaved) as SEK. */
initialCurrency?: Currency
initialExchangeRate?: number
initialForeignAmount?: number
/** Fired after a successful draft edit (editEntryId path). */
onUpdated?: () => void
/** The bank transaction being booked (set by TransactionBookingDialog).
* Enables the duplicate guard's "Matcha mot verifikatet" action for
* ledger-only voucher candidates. */
duplicateMatchTransaction?: DuplicateMatchTransaction
/** Fired after the duplicate guard's match action links the transaction to
* the existing voucher (no new entry was created). */
onDuplicateMatched?: (journalEntryId: string) => void
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }
export default function JournalEntryForm({
onCreated,
onEntryCreated,
initialLines,
initialDate,
initialDescription,
initialNotes,
initialVoucherSeries,
sourceType,
sourceId,
submitUrl,
embedded,
bare,
editEntryId,
initialCurrency,
initialExchangeRate,
initialForeignAmount,
onUpdated,
duplicateMatchTransaction,
onDuplicateMatched,
}: Props) {
const { canWrite } = useCanWrite()
const { toast } = useToast()
const router = useRouter()
const { company } = useCompany()
const t = useTranslations('journal_form')
// Reused only for the bilingual entity-type labels the shared TemplateForm
// expects (matches BookingTemplatesPanel); the form itself already pulls its
// copy from this namespace.
const tTpl = useTranslations('settings_booking_templates')
const locale = useLocale()
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriod, setSelectedPeriod] = useState('')
const [entryDate, setEntryDate] = useState(initialDate ?? new Date().toISOString().split('T')[0])
const [description, setDescription] = useState(initialDescription ?? '')
const [notes, setNotes] = useState(initialNotes ?? '')
const [showNotes, setShowNotes] = useState(false)
// Dimension tagging (kostnadsställe/projekt). The affordances render only
// when company_settings.dimensions_enabled: a UI-visibility gate; lines
// that already carry dimensions (e.g. a draft being edited) still round-trip
// untouched when the toggle is off.
const [dimensionsEnabled, setDimensionsEnabled] = useState(false)
const [showDims, setShowDims] = useState(false)
// Header-level default dims ("gäller alla rader"). The per-row maps on
// `lines` are the ONE source of truth: this state only drives the header
// comboboxes; setHeaderDimension writes the default through to the rows.
const [headerDims, setHeaderDims] = useState<Record<string, string>>({})
// Which row's dimension popover is open (desktop table), and its container
// for the outside-click close.
const [dimPopoverRow, setDimPopoverRow] = useState<number | null>(null)
const dimPopoverRef = useRef<HTMLDivElement | null>(null)
const [lines, setLines] = useState<FormLine[]>(
initialLines ?? [{ ...BLANK_LINE }, { ...BLANK_LINE }]
)
const [voucherSeries, setVoucherSeries] = useState(initialVoucherSeries ?? 'A')
// The source_type the entry will be committed with. Seeded from the prop
// (undefined -> 'manual' for the standalone form). Applying a booking template
// whose category maps to a dedicated source type (e.g. VAT -> vat_settlement)
// flips this so the entry lands in that type's configured voucher series.
const [effectiveSourceType, setEffectiveSourceType] = useState<JournalEntrySourceType>(
sourceType ?? 'manual',
)
// Cache of the company's series config so template routing can re-resolve the
// default series without re-fetching /api/settings. Populated by the settings
// effect below.
const seriesMapRef = useRef<Record<string, string> | null>(null)
const defaultSeriesRef = useRef<string>('A')
// Mirror of effectiveSourceType for the settings-fetch callback: if a template
// routed the source type before /api/settings resolved, the late callback must
// re-apply the series for the ROUTED type, not the mount-time base (otherwise
// the entry submits as vat_settlement in the manual series).
const effectiveSourceTypeRef = useRef<JournalEntrySourceType>(sourceType ?? 'manual')
const [nextVoucherNumber, setNextVoucherNumber] = useState<number | null>(null)
const [isSubmitting, setIsSubmitting] = useState(false)
// Booking-time duplicate guard (TRANSACTION_BOOK_POSSIBLE_DUPLICATE): the
// /book endpoint flags an already-booked sibling sharing date+amount+account.
// Surface it and let the user book anyway. The override is bound to the
// reviewed candidate via a ref the next submit reads: force is sent ONLY on
// that retry, never on a normal submit or to the manual journal-entry endpoint.
const [duplicateCandidate, setDuplicateCandidate] = useState<BookedDuplicateCandidate | null>(null)
const forceDuplicateRef = useRef<{ force: true; expected_duplicate_journal_entry_id: string } | null>(null)
const [showReview, setShowReview] = useState(false)
const [isSavingDraft, setIsSavingDraft] = useState(false)
const saveAsDraftRef = useRef(false)
const [showNoDocWarning, setShowNoDocWarning] = useState(false)
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
// Full BAS catalogue (static reference data, fetched once per session). Lets
// the account picker surface standard accounts the company hasn't activated
// yet; picking one activates it at commit via the existing rail.
const [catalog, setCatalog] = useState<CatalogAccount[]>([])
const [entryCurrency, setEntryCurrency] = useState<Currency>(initialCurrency ?? 'SEK')
const [exchangeRate, setExchangeRate] = useState(initialExchangeRate != null ? String(initialExchangeRate) : '')
const [isFetchingRate, setIsFetchingRate] = useState(false)
const [foreignAmount, setForeignAmount] = useState(initialForeignAmount != null ? String(initialForeignAmount) : '')
const [periodMismatch, setPeriodMismatch] = useState<'no_period' | 'wrong_period' | null>(null)
const [showCreatePeriod, setShowCreatePeriod] = useState(false)
const [showClearConfirm, setShowClearConfirm] = useState(false)
// "Spara som mall": derive a reusable template from the current kontering and
// hand it to the shared TemplateForm (create mode). Amounts become ratios/VAT
// rates so the mall re-computes when applied to a fresh amount later.
const [showSaveTemplate, setShowSaveTemplate] = useState(false)
// Month (YYYY-MM) of the most recently posted voucher this session. Used to
// flag, at the review step, when the user is about to book into a different
// month: guards against accidentally posting to the wrong month.
const [lastPostedMonth, setLastPostedMonth] = useState<string | null>(null)
// Per-account saldo as of entryDate, keyed by account_number.
// undefined = not fetched, null = fetch in flight.
const [accountBalances, setAccountBalances] = useState<Record<string, number | null>>({})
// Inline account-creation: which line triggered the dialog, and what the
// user typed in the combobox so we can prefill the dialog.
const [creatingAccountForLine, setCreatingAccountForLine] = useState<number | null>(null)
const [createAccountPrefill, setCreateAccountPrefill] = useState<string>('')
// Per-row refs to the account/debit/credit inputs so the keyboard flow can
// advance focus with Enter: konto → debet → kredit → nästa rads konto. Two
// layouts render simultaneously (mobile cards + desktop table); we focus
// whichever one is actually visible.
const desktopAccountRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileAccountRefs = useRef<(HTMLInputElement | null)[]>([])
const desktopDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileDebitRefs = useRef<(HTMLInputElement | null)[]>([])
const desktopCreditRefs = useRef<(HTMLInputElement | null)[]>([])
const mobileCreditRefs = useRef<(HTMLInputElement | null)[]>([])
// Confirm button in the inline (bare) review, focused on open so Enter posts.
const bareConfirmRef = useRef<HTMLButtonElement>(null)
const isForeign = entryCurrency !== 'SEK'
const isUploading = uploadedFiles.some((f) => f.status === 'uploading')
const hasContent = description !== '' || notes !== '' ||
lines.some(l => l.account_number !== '' || l.debit_amount !== '' || l.credit_amount !== '') ||
uploadedFiles.length > 0
useUnsavedChanges(hasContent)
async function fetchPeriods() {
const res = await fetch('/api/bookkeeping/fiscal-periods')
const { data } = await res.json()
const fetched: FiscalPeriod[] = data || []
setPeriods(fetched)
// Auto-select period matching the current entry date
const match = fetched.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else if (fetched.length > 0) {
setSelectedPeriod(fetched[0].id)
setPeriodMismatch('no_period')
}
}
async function fetchAccounts() {
const res = await fetch('/api/bookkeeping/accounts')
const { data } = await res.json()
setAccounts(data || [])
}
// Resolve + set the default voucher series for a source type from the cached
// company config: prefer the per-source-type mapping, fall back to the legacy
// default_voucher_series, then to 'A'. Reads refs (stable), so it can run both
// on load and when template application changes the source type.
const applySeriesForSourceType = useCallback((st: JournalEntrySourceType) => {
const perSource = resolveDefaultSeriesForSource(seriesMapRef.current, st)
setVoucherSeries(perSource !== 'A' ? perSource : defaultSeriesRef.current || 'A')
}, [])
useEffect(() => {
fetchPeriods()
fetchAccounts()
loadBasCatalog().then(setCatalog).catch(() => {/* search degrades to the active chart */})
// Company settings power two things here: dimensions_enabled gates the
// tagging affordances (all modes, incl. the TransactionBookingDialog
// embed), and the default voucher series seeds the standalone form:
// prefer the per-source-type mapping when present; fall back to the legacy
// default_voucher_series, then to 'A'. In edit mode the draft's own series
// is pre-filled: never override it from the company defaults.
fetch('/api/settings').then(r => r.json()).then(({ data }) => {
if (!data) return
setDimensionsEnabled(data.dimensions_enabled === true)
seriesMapRef.current =
(data.default_voucher_series_per_source_type as Record<string, string> | null) ?? null
defaultSeriesRef.current = data.default_voucher_series || 'A'
if (!embedded && !editEntryId) {
applySeriesForSourceType(effectiveSourceTypeRef.current)
}
}).catch(() => {/* keep 'A' + hidden dimension affordances */})
}, [embedded, sourceType, editEntryId, applySeriesForSourceType])
// Auto-select period when entry date changes
useEffect(() => {
if (periods.length === 0) return
const match = periods.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
if (match) {
setSelectedPeriod(match.id)
setPeriodMismatch(null)
} else {
setPeriodMismatch('no_period')
}
}, [entryDate, periods])
// Preview the upcoming voucher number for the selected period + series.
// Read-only hint; the actual number is reserved atomically at commit time,
// so this may shift by one if another entry lands first.
useEffect(() => {
if (embedded || !selectedPeriod || !voucherSeries) {
setNextVoucherNumber(null)
return
}
let cancelled = false
const qs = new URLSearchParams({ period_id: selectedPeriod, series: voucherSeries })
fetch(`/api/bookkeeping/voucher-sequences/next?${qs}`)
.then((r) => (r.ok ? r.json() : null))
.then((body) => {
if (cancelled) return
const next = body?.data?.next
setNextVoucherNumber(typeof next === 'number' ? next : null)
})
.catch(() => {
if (!cancelled) setNextVoucherNumber(null)
})
return () => {
cancelled = true
}
}, [embedded, selectedPeriod, voucherSeries])
// Fetch exchange rate from Riksbanken when currency changes
const fetchRate = useCallback(async (currency: Currency) => {
if (currency === 'SEK') return
setIsFetchingRate(true)
try {
const res = await fetch(`/api/currency/rate?currency=${currency}&date=${entryDate}`)
if (res.ok) {
const { data } = await res.json()
if (data?.rate) {
setExchangeRate(String(data.rate))
}
}
} catch {
// Non-critical: user can enter rate manually
} finally {
setIsFetchingRate(false)
}
}, [entryDate])
// Edit mode hydrates the draft's STORED rate: the mount-time fetch must not
// replace it with today's rate, or a text-only edit would silently save a
// different FX rate. Fetch only after the user changes currency (or date).
const skipInitialRateFetch = useRef(initialExchangeRate != null)
useEffect(() => {
if (entryCurrency !== 'SEK') {
if (skipInitialRateFetch.current) {
skipInitialRateFetch.current = false
return
}
fetchRate(entryCurrency)
}
}, [entryCurrency, fetchRate])
// Stable key of selected account numbers across all lines, sorted + deduped.
// Only valid 4-digit BAS account numbers are included.
const accountsKey = useMemo(
() =>
Array.from(
new Set(lines.map((l) => l.account_number).filter((a) => /^\d{4}$/.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.
//
// Only the number is required: the dialog also reaches here after
// reactivating an existing account, where the rest of the row is whatever
// the company already had stored and is picked up by fetchAccounts.
const handleAccountCreated = async (account: { account_number: string }) => {
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 () => {
const submittableLines = lines.filter(
(l) => l.account_number && (l.debit_amount || l.credit_amount)
)
// PRE-PASS: decide which single line carries the entry's FX metadata BEFORE
// any line is built, so the answer cannot depend on line order. Deciding
// inside the map meant the "already applied" latch only closed once the
// loop had reached a hydrated FX line, so an agent-created EUR draft edited
// here could end up with TWO lines claiming the same foreign amount; and
// the old test (first account starting with '19') picked the SEK leg of a
// EUR/SEK växling and dropped the metadata entirely on entries with no 19xx
// line at all. lib/bookkeeping/fx-line-slot.ts states the rule.
const fxSlot = resolveFxLineSlot(
submittableLines.map((l) => ({
account_number: l.account_number,
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
currency: l.currency,
})),
{ entryCurrency, exchangeRate: rate, foreignAmount: computedForeignAmount }
)
if (fxSlot.kind === 'unplaceable') {
// `journal_entries` has no currency or exchange_rate column: a rate that
// is not written onto a line is unrecoverable, and the verifikat would
// post looking as if it had always been in SEK. Refuse instead, before
// anything is sent, and say which rader are involved.
const messageKey =
fxSlot.reason === 'ambiguous'
? 'fx_unplaceable_ambiguous'
: fxSlot.reason === 'currency_conflict'
? 'fx_unplaceable_currency_conflict'
: 'fx_unplaceable_no_carrier'
const message = t(messageKey, {
currency: entryCurrency,
amount: computedForeignAmount.toLocaleString('sv-SE', { minimumFractionDigits: 2 }),
rate: rate.toLocaleString('sv-SE', { minimumFractionDigits: 4 }),
accounts: fxSlot.accounts.join(', '),
lineCurrency: fxSlot.lineCurrency ?? '',
})
throw Object.assign(new Error(message), { body: { error: { message } }, status: 400 })
}
const entryLines: CreateJournalEntryLineInput[] = submittableLines.map((l, index) => {
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.tax_code) base.tax_code = l.tax_code
if (l.currency) {
// The line speaks for itself (hydrated draft, agent-created entry).
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 (fxSlot.kind === 'slot' && fxSlot.index === index) {
base.currency = entryCurrency
base.amount_in_currency = computedForeignAmount
base.exchange_rate = rate
}
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, rate, entryCurrency, computedForeignAmount, t, submitUrl, editEntryId, selectedPeriod, entryDate, description, effectiveSourceType, sourceId, voucherSeries, notes])
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
useSubmitWithAccountActivation(postJournalEntry)
// Attach the uploaded underlag to the entry that was just written. BFL 5 kap
// 7 § requires the verifikation to reference its underlag and BFL 7 kap
// requires that underlag to be archived with it, but the entry is already
// committed when this runs: a failed link cannot be rolled back, only
// reported. Files that did not attach are KEPT in the upload zone (clearing
// them would erase the user's only pointer to the underlag they believed
// was filed); the ones that attached are dropped.
const linkUploadedDocuments = async (
journalEntryId: string | undefined,
): Promise<DocumentLinkFailure[]> => {
const targets = uploadedFiles
.filter((f) => f.status === 'uploaded' && f.id)
.map((f) => ({ documentId: f.id as string, fileName: f.fileName }))
if (targets.length === 0) {
setUploadedFiles([])
return []
}
if (!journalEntryId) {
// No id came back, so there is nothing to link to: report it as a
// failure rather than clearing the files behind a success toast.
return targets.map((target) => ({
documentId: target.documentId,
fileName: target.fileName ?? null,
status: 0,
code: null,
reason: null,
}))
}
const { failed } = await linkDocuments(targets, journalEntryId)
if (failed.length === 0) {
setUploadedFiles([])
return []
}
const failedIds = new Set(failed.map((f) => f.documentId))
setUploadedFiles((prev) => prev.filter((f) => f.id != null && failedIds.has(f.id)))
return failed
}
const handleConfirm = async () => {
setIsSubmitting(true)
saveAsDraftRef.current = false
try {
const result = await runSubmit()
const journalEntryId = result.data?.id ?? result.journal_entry_id
const voucher = formatVoucher(result.data ?? {})
const linkFailures = await linkUploadedDocuments(journalEntryId)
if (linkFailures.length > 0) {
// The verifikat exists but its underlag does not: say exactly that.
// Never the plain "Verifikation skapad", which would leave the user
// believing the receipt is on the books.
toast({
title: t('toast_created_missing_docs_title'),
description: t('toast_created_missing_docs_description', {
voucher,
count: linkFailures.length,
files: formatFailedDocumentNames(linkFailures),
}),
variant: 'destructive',
action: journalEntryId ? (
<ToastAction
altText={t('toast_open_entry')}
onClick={() => router.push(`/bookkeeping/${journalEntryId}`)}
>
{t('toast_open_entry')}
</ToastAction>
) : undefined,
})
} else {
toast({
title: t('toast_created_title'),
description: t('toast_created_description', { voucher }),
})
}
setLastPostedMonth(entryDate.slice(0, 7))
setShowReview(false)
setDescription('')
setNotes('')
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
const linkFailures = await linkUploadedDocuments(journalEntryId)
if (linkFailures.length > 0) {
// Same rule as the posted path: the draft was saved, the underlag was
// not attached, and the user is told which files are missing.
toast({
title: t('toast_draft_missing_docs_title'),
description: t('toast_draft_missing_docs_description', {
count: linkFailures.length,
files: formatFailedDocumentNames(linkFailures),
}),
variant: 'destructive',
action: journalEntryId ? (
<ToastAction
altText={t('toast_open_entry')}
onClick={() => router.push(`/bookkeeping/${journalEntryId}`)}
>
{t('toast_open_entry')}
</ToastAction>
) : undefined,
})
} else {
toast({
title: t('toast_draft_saved_title'),
description: t('toast_draft_saved_description'),
})
}
setDescription('')
setNotes('')
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">
{/* The period is a total function of the entry date (Swedish fiscal
periods never overlap), so it renders as derived text in both
variants. The embedded Select this replaces allowed hand-picking
a period that disagreed with the date, which only the DB period
trigger would catch. */}
{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('')
}
}}
{...splitCreateAccountPrefill(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>
)
}