Files
accounted/components/extensions/general/BookDirectlyDialog.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

1071 lines
45 KiB
TypeScript

'use client'
import { useState, useEffect, useMemo, useCallback } from 'react'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogDescription,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Textarea } from '@/components/ui/textarea'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Plus, Trash2, AlertTriangle, Search, Check, BookmarkPlus } from 'lucide-react'
import { cn, formatCurrency } from '@/lib/utils'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import DocumentViewerPane from '@/components/bookkeeping/DocumentViewerPane'
import BookingTemplatePicker from '@/components/bookkeeping/BookingTemplatePicker'
import { TemplateForm } from '@/components/settings/TemplateForm'
import { deriveTemplateLinesFromBooking } from '@/lib/bookkeeping/template-library'
import { ActivateAccountsDialog } from '@/components/bookkeeping/ActivateAccountsDialog'
import { useCompany } from '@/contexts/CompanyContext'
import {
useSubmitWithAccountActivation,
throwOnStructuredError,
} from '@/lib/hooks/use-submit-with-account-activation'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
import { resolveSekAmount } from '@/lib/bookkeeping/currency-utils'
import { resolveAccount } from '@/lib/cash-accounts/resolve-account'
import { renderChannelContextNotes } from '@/lib/documents/channel-context-notes'
import { formatCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
import { AttnLine } from '@/components/ui/attn-line'
import type { BASAccount, BookingTemplateLibrary, CashAccount, FiscalPeriod, InboxChannelContext, InvoiceExtractionResult } from '@/types'
interface InboxItem {
id: string
document_id: string | null
matched_transaction_id: string | null
extracted_data: InvoiceExtractionResult | null
// Verified human answers from the delivering chat (WhatsApp items):
// prefills the notes field so representation deltagare + syfte reach the
// verifikat. Absent for email/upload items.
channel_context?: InboxChannelContext | null
}
interface PickerTransaction {
id: string
date: string
description: string
amount: number
currency: string | null
amount_sek?: number | null
exchange_rate?: number | null
}
// SEK magnitude of a (usually-SEK) bank transaction. Foreign rows are
// normalised via their stored amount_sek/exchange_rate so ranking against the
// underlag's SEK value is apples-to-apples.
function txSekAmount(tx: PickerTransaction): number {
const cur = (tx.currency ?? 'SEK').toUpperCase()
if (cur === 'SEK') return Math.abs(tx.amount)
return Math.abs(
resolveSekAmount(tx.amount, tx.amount_sek ?? null, tx.currency, tx.exchange_rate ?? null),
)
}
interface FormLine {
account_number: string
debit_amount: string
credit_amount: string
}
const BLANK_LINE: FormLine = { account_number: '', debit_amount: '', credit_amount: '' }
// Swedish entity labels for the "Spara som mall" editor. Hard-coded to match
// this dialog's Swedish-only surface (the shared TemplateForm handles the rest
// of its own strings bilingually).
const TEMPLATE_ENTITY_LABELS: Record<string, string> = {
all: 'Alla',
enskild_firma: 'Enskild firma',
aktiebolag: 'Aktiebolag',
}
interface Props {
open: boolean
onOpenChange: (v: boolean) => void
item: InboxItem
/** Signed URL + mime of the inbox document, threaded from the workspace so
the underlag can be shown beside the form without an extra round-trip. */
docUrl?: string | null
docMime?: string | null
onSuccess: () => void | Promise<void>
}
// Compute the prefill lines. Booking is always in SEK (BFL/BFNAR), so when
// a transaction is selected and the document is in a foreign currency, the
// transaction's SEK amount is the canonical figure. The cost-account row
// stays blank: the user must pick a cost account themselves.
// bankAccount defaults to '1930' but is replaced by the resolved ledger account
// once the cash-accounts fetch completes.
function buildPrefillLines(
item: InboxItem,
selectedTransactionAmount: number | null = null,
bankAccount: string = '1930',
): FormLine[] {
const docTotal = item.extracted_data?.totals?.total ?? null
const docVat = item.extracted_data?.totals?.vatAmount ?? null
const docCurrency = item.extracted_data?.invoice?.currency ?? 'SEK'
// Prefer the transaction amount when available: it's already in SEK and
// matches the bank movement we'll be marking as booked.
const total = selectedTransactionAmount != null
? Math.abs(selectedTransactionAmount)
: docTotal
if (total == null || total <= 0) {
return [{ ...BLANK_LINE }, { ...BLANK_LINE }]
}
const totalRounded = Math.round(total * 100) / 100
// VAT prefill rules:
// - Foreign-currency document → skip VAT (reverse charge is the common
// case; user can add it manually if needed).
// - SEK-denominated document with extracted VAT → split it out on 2641.
// - SEK without extracted VAT → leave VAT row out, single net row.
const useDocVat =
docCurrency === 'SEK' &&
selectedTransactionAmount == null &&
docVat != null &&
docVat > 0
const vatRounded = useDocVat ? Math.round((docVat ?? 0) * 100) / 100 : 0
const net = Math.round((totalRounded - vatRounded) * 100) / 100
const lines: FormLine[] = [
{
account_number: '',
debit_amount: String(net),
credit_amount: '',
},
]
if (vatRounded > 0) {
lines.push({
account_number: '2641',
debit_amount: String(vatRounded),
credit_amount: '',
})
}
lines.push({
account_number: bankAccount,
debit_amount: '',
credit_amount: String(totalRounded),
})
return lines
}
// Rank candidates by closeness to the underlag's SEK value. `targetSek` is the
// document total already converted to SEK (the bank charge for a 216 USD
// receipt is ~2 109 kr, not 216): ranking against the raw foreign total used
// to bury the real match far down the list. Null target → leave order intact.
function rankBySekCloseness(
rows: PickerTransaction[],
targetSek: number | null
): PickerTransaction[] {
if (targetSek == null) return rows
const abs = Math.abs(targetSek)
return [...rows].sort((a, b) => Math.abs(txSekAmount(a) - abs) - Math.abs(txSekAmount(b) - abs))
}
export default function BookDirectlyDialog({ open, onOpenChange, item, docUrl = null, docMime = null, onSuccess }: Props) {
const { toast } = useToast()
const { company } = useCompany()
// Underlag total + currency. Booking happens in SEK, so a foreign total needs
// an FX rate to rank/compare against the (SEK) bank transactions.
const targetAmount = item.extracted_data?.totals?.total ?? null
const targetCurrency = (item.extracted_data?.invoice?.currency ?? 'SEK').toUpperCase()
// SEK per unit of the underlag currency (e.g. ~9.8 for USD). null = SEK,
// pending, or unsupported.
const [fxRate, setFxRate] = useState<number | null>(null)
// null = fetch pending; array = loaded (may be empty on error: falls back to '1930')
const [cashAccounts, setCashAccounts] = useState<CashAccount[] | null>(null)
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [entryDate, setEntryDate] = useState<string>(
item.extracted_data?.invoice?.invoiceDate || new Date().toISOString().slice(0, 10)
)
const [periodId, setPeriodId] = useState<string>('')
const [description, setDescription] = useState<string>(() => {
const supplier = item.extracted_data?.supplier?.name?.trim() || ''
const invoiceNum = item.extracted_data?.invoice?.invoiceNumber?.trim() || ''
return [supplier, invoiceNum].filter(Boolean).join(' · ') || 'Bokföring från inkorg'
})
const [notes, setNotes] = useState<string>('')
// Start with blank lines; they are replaced once cashAccounts resolves (see
// the combined prefill effect below). This mirrors the TransactionBookingDialog
// pattern of gating JournalEntryForm on bankAccount !== null.
const [lines, setLines] = useState<FormLine[]>(() => buildPrefillLines(item))
// Transaction picker: optional selection.
const [selectedTransactionId, setSelectedTransactionId] = useState<string | null>(
item.matched_transaction_id
)
const [transactions, setTransactions] = useState<PickerTransaction[]>([])
const [isLoadingTransactions, setIsLoadingTransactions] = useState(false)
const [txSearch, setTxSearch] = useState('')
const [isSubmitting, setIsSubmitting] = useState(false)
// "Spara som mall" — derive amount-parameterised template lines from the
// current konteringsrader so the user can save the pattern they just worked
// out. Labels come from the loaded BAS chart; the user reviews/edits in the
// shared TemplateForm before saving.
const [showSaveTemplate, setShowSaveTemplate] = useState(false)
// Reset state when a different item opens the dialog. We pass bankAccount
// here but it may still be null (fetch in flight): in that case '1930' is
// used as a placeholder and the prefill-update effect below will overwrite
// the settlement line once the fetch resolves.
useEffect(() => {
if (!open) return
setEntryDate(item.extracted_data?.invoice?.invoiceDate || new Date().toISOString().slice(0, 10))
setLines(buildPrefillLines(item, null, bankAccount ?? '1930'))
setSelectedTransactionId(item.matched_transaction_id)
const supplier = item.extracted_data?.supplier?.name?.trim() || ''
const invoiceNum = item.extracted_data?.invoice?.invoiceNumber?.trim() || ''
setDescription([supplier, invoiceNum].filter(Boolean).join(' · ') || 'Bokföring från inkorg')
// WhatsApp items: prefill with the rendered chat context (representation
// deltagare + syfte, sender note) so it lands on the verifikat unless the
// user edits it away. This is the one place the photo caption is included:
// the user reads it here and can change or delete it before booking, which
// no other path offers (see channel-context-notes.ts).
//
// The dialog always submits the field, empty string included, so clearing
// the prefill really clears it: the server only defaults when the field is
// absent from the request.
setNotes(renderChannelContextNotes(item.channel_context, { includeCaption: true }) ?? '')
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, item.id])
// Cost-account prefill from the company's own booking history for this
// supplier (counterparty templates). Fills only the first line's still-empty
// account: never a generic seed (the old silent-'5010' incident is the
// reason there is no fallback), never over anything the user typed, and only
// for expense-shaped templates (cost on debit, settlement on credit) so an
// income template can't plant a revenue account on a purchase.
const [accountSuggestion, setAccountSuggestion] = useState<{ account: string; counterparty: string } | null>(null)
useEffect(() => {
if (!open) return
setAccountSuggestion(null)
const supplier = item.extracted_data?.supplier?.name?.trim()
if (!supplier) return
let cancelled = false
;(async () => {
try {
const res = await fetch(
`/api/settings/counterparty-templates?counterparty=${encodeURIComponent(supplier)}`
)
if (!res.ok) return
const json = await res.json()
if (cancelled) return
const match = json?.data
const debit: string | undefined = match?.template?.debit_account
const credit: string | undefined = match?.template?.credit_account
if (!match || (match.confidence ?? 0) < 0.5) return
// P&L cost on debit (4xxx-8xxx), settlement on credit: keeps private
// and balance-sheet templates (2013, 1630, 12xx) out of a cost field.
if (!debit || !/^[4-8]/.test(debit) || !credit || !credit.startsWith('19')) return
setLines((current) => {
if (!current[0] || current[0].account_number) return current
return current.map((l, i) => (i === 0 ? { ...l, account_number: debit } : l))
})
setAccountSuggestion({ account: debit, counterparty: match.template.counterparty_name })
} catch {
// Prefill is best-effort; the field simply stays blank.
}
})()
return () => { cancelled = true }
}, [open, item.id, item.extracted_data?.supplier?.name])
// Fetch the underlag's SEK rate for a foreign-currency document so candidate
// transactions can be ranked against the SEK-equivalent total (and not the
// raw foreign number). SEK / unsupported currencies skip the fetch.
useEffect(() => {
if (!open) return
setFxRate(null)
if (targetCurrency === 'SEK' || !['EUR', 'USD', 'GBP', 'NOK', 'DKK'].includes(targetCurrency)) {
return
}
let cancelled = false
const invoiceDate = item.extracted_data?.invoice?.invoiceDate
const dateParam = invoiceDate ? `&date=${invoiceDate}` : ''
fetch(`/api/currency/rate?currency=${targetCurrency}${dateParam}`)
.then((r) => (r.ok ? r.json() : null))
.then((body) => {
if (cancelled) return
const rate = body?.data?.rate
if (typeof rate === 'number' && rate > 0) setFxRate(rate)
})
.catch(() => { /* leave null: ranking falls back to face amounts */ })
return () => { cancelled = true }
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, targetCurrency, item.id])
// Fetch cash accounts once when the dialog opens so the settlement line can
// be routed to the correct ledger account instead of the hardcoded '1930'.
useEffect(() => {
if (!open) return
setCashAccounts(null)
let cancelled = false
fetch('/api/cash-accounts')
.then((r) => {
if (!r.ok) throw new Error(`cash-accounts fetch failed: ${r.status}`)
return r.json()
})
.then((json) => {
if (cancelled) return
setCashAccounts((json.data ?? []) as CashAccount[])
})
.catch(() => {
// Fall back to empty list: resolveAccount will return '1930'
if (!cancelled) setCashAccounts([])
})
return () => { cancelled = true }
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, item.id])
// SEK-equivalent of the underlag total: the anchor for ranking candidates.
const targetSek = useMemo(() => {
if (targetAmount == null) return null
if (targetCurrency === 'SEK') return targetAmount
if (fxRate != null) return Math.round(targetAmount * fxRate * 100) / 100
return null
}, [targetAmount, targetCurrency, fxRate])
// When the user picks a transaction (or the toggle changes), re-derive
// the prefilled amounts so foreign-currency invoices follow the SEK
// figure on the actual bank movement. Normalised to SEK: a foreign bank
// row is booked at its SEK value, never its face amount.
const selectedTransactionAmount = useMemo(() => {
if (!selectedTransactionId) return null
const tx = transactions.find((t) => t.id === selectedTransactionId)
if (!tx) return null
const cur = (tx.currency ?? 'SEK').toUpperCase()
return cur === 'SEK'
? tx.amount
: resolveSekAmount(tx.amount, tx.amount_sek ?? null, tx.currency, tx.exchange_rate ?? null)
}, [selectedTransactionId, transactions])
// The settlement currency to resolve against:
// - When a transaction is selected, use that transaction's currency.
// - Otherwise, use the document's currency (falls back to SEK).
const settlementCurrency = useMemo(() => {
if (selectedTransactionId) {
const tx = transactions.find((t) => t.id === selectedTransactionId)
if (tx) return (tx.currency ?? 'SEK').toUpperCase()
}
return targetCurrency
}, [selectedTransactionId, transactions, targetCurrency])
// Resolved bank account: null while the cash-accounts fetch is in flight.
// Derived from the cash accounts list; falls back to '1930' if the list is
// empty or no single-currency match exists.
const bankAccount = useMemo<string | null>(() => {
if (cashAccounts === null) return null
const { account } = resolveAccount(cashAccounts, null, settlementCurrency)
return account
}, [cashAccounts, settlementCurrency])
useEffect(() => {
if (!open) return
// Update amounts when the transaction selection or resolved bank account
// changes, but preserve user-entered account numbers. This handles "user
// typed cost account, then picked an SEK-denominated transaction": we
// want the SEK figure to flow into the line amounts without forgetting
// their account pick. bankAccount may be null while the fetch is in flight;
// pass '1930' as a safe placeholder in that case: the effect re-runs once
// the fetch resolves and bankAccount becomes non-null.
setLines((current) => {
const next = buildPrefillLines(item, selectedTransactionAmount, bankAccount ?? '1930')
return next.map((nl, i) => {
const existing = current[i]
if (!existing) return nl
return {
...nl,
account_number: existing.account_number || nl.account_number,
}
})
})
}, [open, item, selectedTransactionAmount, bankAccount])
// Fetch fiscal periods and accounts on first open
useEffect(() => {
if (!open) return
let cancelled = false
;(async () => {
try {
const [periodsRes, accountsRes] = await Promise.all([
fetch('/api/bookkeeping/fiscal-periods'),
fetch('/api/bookkeeping/accounts'),
])
const periodsJson = await periodsRes.json()
const accountsJson = await accountsRes.json()
if (cancelled) return
setPeriods(periodsJson.data || [])
setAccounts(accountsJson.data || [])
} catch (err) {
console.error('[book-direct] fetch reference data failed:', err)
}
})()
return () => { cancelled = true }
}, [open])
// Derive the fiscal period from the entry date. Periods never overlap, so
// this is a total function of the date; when the date falls outside every
// period the id clears and submit is blocked with an explanation. The old
// else-branch silently borrowed periods[0], which could book into the wrong
// period with only the DB period trigger left to catch it.
useEffect(() => {
if (periods.length === 0) return
const match = periods.find(
(p) => entryDate >= p.period_start && entryDate <= p.period_end
)
setPeriodId(match ? match.id : '')
}, [entryDate, periods])
// Fetch unmatched transactions whenever the dialog opens: the picker
// is always visible now (selection is optional).
useEffect(() => {
if (!open) return
let cancelled = false
setIsLoadingTransactions(true)
;(async () => {
try {
const res = await fetch('/api/transactions?unmatched=true')
const json = await res.json()
if (cancelled) return
const rows: PickerTransaction[] = (Array.isArray(json.data) ? json.data : [])
.map((t: PickerTransaction) => ({
id: t.id,
date: t.date,
description: t.description,
amount: t.amount,
currency: t.currency || 'SEK',
amount_sek: t.amount_sek ?? null,
exchange_rate: t.exchange_rate ?? null,
}))
// Ranking happens in a memo (it depends on the async FX rate).
setTransactions(rows)
} catch (err) {
console.error('[book-direct] fetch transactions failed:', err)
} finally {
if (!cancelled) setIsLoadingTransactions(false)
}
})()
return () => { cancelled = true }
}, [open])
// FX-aware ranking by closeness to the underlag's SEK value.
const rankedTransactions = useMemo(
() => rankBySekCloseness(transactions, targetSek),
[transactions, targetSek],
)
const filteredTransactions = useMemo(() => {
const term = txSearch.trim().toLowerCase()
if (!term) return rankedTransactions
return rankedTransactions.filter((t) => (t.description || '').toLowerCase().includes(term))
}, [rankedTransactions, txSearch])
// Pin the already-selected/matched transaction to the top so it's always
// visible: otherwise a correct match that ranks past the rendered cap looks
// unselected and the user re-picks it. The pinned row carries a "Matchad"
// badge when it's the one matched in the inbox.
const displayedTransactions = useMemo(() => {
if (!selectedTransactionId) return filteredTransactions
const sel = filteredTransactions.find((t) => t.id === selectedTransactionId)
if (!sel) return filteredTransactions
return [sel, ...filteredTransactions.filter((t) => t.id !== selectedTransactionId)]
}, [filteredTransactions, selectedTransactionId])
const totals = useMemo(() => {
const debit = lines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
const credit = lines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
const roundedDebit = Math.round(debit * 100) / 100
const roundedCredit = Math.round(credit * 100) / 100
return {
debit: roundedDebit,
credit: roundedCredit,
balanced: roundedDebit === roundedCredit && roundedDebit > 0,
diff: Math.round((roundedDebit - roundedCredit) * 100) / 100,
}
}, [lines])
// Account number → BAS name, so derived template lines get meaningful labels.
const accountNameMap = useMemo(
() => Object.fromEntries(accounts.map((a) => [a.account_number, a.account_name])),
[accounts],
)
// Template lines derived from the current booking. Empty (<2 usable lines)
// disables the "Spara som mall" button.
const derivedTemplateLines = useMemo(
() => deriveTemplateLinesFromBooking(lines, accountNameMap),
[lines, accountNameMap],
)
const updateLine = useCallback((idx: number, patch: Partial<FormLine>) => {
setLines((prev) => prev.map((l, i) => (i === idx ? { ...l, ...patch } : l)))
}, [])
const addLine = useCallback(() => {
setLines((prev) => [...prev, { ...BLANK_LINE }])
}, [])
const removeLine = useCallback((idx: number) => {
setLines((prev) => prev.length <= 2 ? prev : prev.filter((_, i) => i !== idx))
}, [])
// Replace the line set with a booking template's computed rows. The picker
// hands back JournalEntryForm-shaped lines; we keep only the three fields
// book-direct posts. A meaningful supplier description is preserved: the
// template name only fills an empty field.
const handleTemplateApply = useCallback(
(
templateLines: Array<{ account_number: string; debit_amount: string; credit_amount: string }>,
templateDescription: string,
) => {
setLines(
templateLines.map((l) => ({
account_number: l.account_number,
debit_amount: l.debit_amount,
credit_amount: l.credit_amount,
})),
)
setDescription((prev) => (prev.trim() ? prev : templateDescription))
},
[],
)
const derivedPeriod = useMemo(
() => periods.find((p) => p.id === periodId) ?? null,
[periods, periodId],
)
const derivedPeriodBlocked = !!(derivedPeriod?.locked_at || derivedPeriod?.is_closed)
const disabledReason = useMemo(() => {
if (isSubmitting) return null
if (!entryDate) return 'Välj datum'
if (!periodId) return 'Datumet matchar ingen öppen räkenskapsperiod'
if (derivedPeriodBlocked) return 'Räkenskapsperioden är låst eller stängd'
if (description.trim().length === 0) return 'Fyll i beskrivning'
if (lines.some((l) => l.account_number.trim().length === 0)) return 'Alla rader behöver ett konto'
if (!totals.balanced) return 'Debet och kredit måste vara lika'
return null
}, [isSubmitting, entryDate, periodId, derivedPeriodBlocked, description, lines, totals.balanced])
const canSubmit = !isSubmitting && disabledReason === null
const postBooking = useCallback(async () => {
const payload = {
fiscal_period_id: periodId,
entry_date: entryDate,
description: description.trim(),
// Always send the field, '' included: the server treats an absent
// `notes` as "default it from the chat context" and a present one as
// the user's own value. Sending undefined for a cleared prefill would
// resurrect the text the user just deleted onto an immutable verifikat.
notes: notes.trim(),
lines: lines.map((l) => ({
account_number: l.account_number.trim(),
debit_amount: parseFloat(l.debit_amount) || 0,
credit_amount: parseFloat(l.credit_amount) || 0,
})),
transaction_id: selectedTransactionId ?? undefined,
}
const res = await fetch(
`/api/extensions/ext/invoice-inbox/items/${item.id}/book-direct`,
{
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(payload),
}
)
return (await throwOnStructuredError(res)) as {
data?: { journal_entry?: { voucher_series: string; voucher_number: number } }
}
}, [periodId, entryDate, description, notes, lines, selectedTransactionId, item.id])
const { runSubmit, dialog: activationDialog, confirm: confirmActivation, cancel: cancelActivation } =
useSubmitWithAccountActivation(postBooking)
const handleSubmit = useCallback(async () => {
if (!canSubmit) return
setIsSubmitting(true)
try {
const json = await runSubmit()
const voucher = json?.data?.journal_entry
toast({
title: 'Bokfört',
description: voucher
? `Verifikation ${formatVoucher(voucher)} skapad.`
: 'Verifikation skapad.',
})
await onSuccess()
onOpenChange(false)
} catch (err) {
if (err instanceof Error && err.message === 'cancelled') {
// User dismissed the activation dialog: no toast needed
} else {
const anyErr = err as { body?: unknown; status?: number }
toast({
title: 'Kunde inte bokföra',
description: getErrorMessage(anyErr.body ?? err, {
context: 'journal_entry',
statusCode: anyErr.status,
}),
variant: 'destructive',
})
}
} finally {
setIsSubmitting(false)
}
}, [canSubmit, runSubmit, toast, onSuccess, onOpenChange])
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-6xl max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Bokför direkt</DialogTitle>
<DialogDescription>
Skapa en verifikation från underlaget. Dokumentet bifogas verifikationen som underlag.
</DialogDescription>
</DialogHeader>
<div className="grid grid-cols-1 gap-6 lg:grid-cols-[minmax(0,1fr)_minmax(0,560px)]">
{/* Document column: sticky on desktop so the underlag stays visible
while the form scrolls; stacks above the form on smaller screens. */}
<div className="h-[45vh] lg:sticky lg:top-0 lg:h-[72vh] lg:self-start">
<DocumentViewerPane
documentId={item.document_id}
mime={docMime}
downloadUrl={docUrl}
className="h-full"
/>
</div>
{/* Booking form */}
<div className="space-y-6 pt-2">
{/* Metadata row */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div className="space-y-1.5">
<Label htmlFor="bd-date">Datum</Label>
<Input
id="bd-date"
type="date"
value={entryDate}
onChange={(e) => setEntryDate(e.target.value)}
disabled={isSubmitting}
className="tabular-nums"
/>
</div>
<div className="space-y-1.5 md:col-span-2">
<Label>Räkenskapsperiod</Label>
{/* Derived from the entry date (periods never overlap): text,
not a picker, so it can never disagree with the date. */}
{periods.length === 0 ? (
<p className="text-sm text-muted-foreground pt-2">Hämtar perioder </p>
) : derivedPeriod ? (
<p className="text-sm pt-2 tabular-nums">
{derivedPeriod.period_start}: {derivedPeriod.period_end}
{(derivedPeriod.locked_at || derivedPeriod.is_closed) && (
<span className="text-attn">
{' '}({derivedPeriod.locked_at ? 'låst' : 'stängd'})
</span>
)}
</p>
) : (
<AttnLine className="pt-2">
Datumet ligger utanför öppna räkenskapsperioder. Ändra datumet eller skapa perioden under Bokföring.
</AttnLine>
)}
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="bd-description">Beskrivning</Label>
<Input
id="bd-description"
value={description}
onChange={(e) => setDescription(e.target.value)}
disabled={isSubmitting}
placeholder="Leverantör · fakturanummer"
/>
</div>
{/* Transaction picker: always shown, selection is optional. */}
<div className="rounded-lg border p-4 space-y-3">
<div className="space-y-0.5">
<Label className="text-sm">Koppla till banktransaktion (valfritt)</Label>
<p className="text-xs text-muted-foreground">
Välj en transaktion om dokumentet motsvarar en redan-bokad
bankhändelse: den bokas samtidigt. Lämna tom för en
fristående verifikation.
</p>
</div>
<div className="space-y-2">
<div className="relative">
<Search className="pointer-events-none absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Sök på beskrivning…"
value={txSearch}
onChange={(e) => setTxSearch(e.target.value)}
className="pl-10"
disabled={isSubmitting}
/>
</div>
<div className="max-h-56 overflow-y-auto rounded-md border">
{isLoadingTransactions ? (
<div className="flex items-center justify-center py-8 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 mr-2 animate-spin" /> Laddar
</div>
) : filteredTransactions.length === 0 ? (
<p className="py-6 text-center text-sm text-muted-foreground">
Inga okategoriserade transaktioner.
</p>
) : (
<ul className="divide-y">
{displayedTransactions.slice(0, 30).map((tx) => {
const isSelected = selectedTransactionId === tx.id
const isInboxMatch = item.matched_transaction_id === tx.id
const cur = (tx.currency || 'SEK').toUpperCase()
const sek = txSekAmount(tx)
return (
<li key={tx.id}>
<button
type="button"
className={cn(
'w-full flex items-center justify-between gap-3 px-3 py-2 text-left text-sm transition-colors',
isSelected
? 'bg-primary/10 border-l-2 border-primary'
: 'border-l-2 border-transparent hover:bg-accent/40'
)}
onClick={() =>
setSelectedTransactionId(isSelected ? null : tx.id)
}
disabled={isSubmitting}
>
<span className="shrink-0 w-4 flex items-center justify-center">
{isSelected ? (
<Check className="h-3.5 w-3.5 text-primary" />
) : null}
</span>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-1.5 min-w-0">
<p className="truncate">{tx.description}</p>
{isInboxMatch && (
<Badge variant="secondary" className="shrink-0 text-[10px] px-1.5 py-0">
Matchad
</Badge>
)}
</div>
<p className="text-xs text-muted-foreground tabular-nums">{tx.date}</p>
</div>
<div className="text-right shrink-0">
<span
className={cn(
'tabular-nums text-sm block',
tx.amount < 0 ? 'text-destructive' : 'text-foreground'
)}
>
{formatCurrency(tx.amount, tx.currency || 'SEK')}
</span>
{cur !== 'SEK' && (
<span className="text-[11px] text-muted-foreground tabular-nums">
{formatCurrency(sek, 'SEK')}
</span>
)}
</div>
</button>
</li>
)
})}
</ul>
)}
</div>
{selectedTransactionId && (
<button
type="button"
className="text-xs text-muted-foreground hover:text-foreground underline"
onClick={() => setSelectedTransactionId(null)}
disabled={isSubmitting}
>
Rensa val
</button>
)}
</div>
</div>
{/* Journal entry lines */}
<div className="space-y-2">
<div className="flex items-center justify-between gap-3">
<Label className="text-sm">Konteringsrader</Label>
<div className="text-xs text-muted-foreground text-right">
{targetAmount != null && (
<span>
Underlag:{' '}
<span className="tabular-nums font-medium text-foreground">
{formatCurrency(targetAmount, targetCurrency)}
</span>
</span>
)}
{selectedTransactionAmount != null && (
<span>
{targetAmount != null && ' · '}
Transaktion:{' '}
<span className="tabular-nums font-medium text-foreground">
{formatCurrency(Math.abs(selectedTransactionAmount), 'SEK')}
</span>
</span>
)}
</div>
</div>
{targetCurrency !== 'SEK' && selectedTransactionAmount != null && (
<p className="text-[11px] text-muted-foreground">
Underlaget är i {targetCurrency}. Bokföringen sker i SEK enligt
transaktionens belopp. Momsraden har lämnats bort: vid behov
lägg till en rad för omvänd skattskyldighet manuellt.
</p>
)}
{accountSuggestion && lines[0]?.account_number === accountSuggestion.account && (
<p className="flex items-center gap-1.5 text-[11px] text-muted-foreground">
<span aria-hidden className="inline-block h-1.5 w-1.5 rounded-full bg-success" />
Konto {accountSuggestion.account} föreslaget från tidigare bokföringar av{' '}
{formatCounterpartyName(accountSuggestion.counterparty)}
</p>
)}
<div className="rounded-lg border overflow-hidden">
<table className="w-full text-sm">
<thead className="bg-muted/40">
<tr className="text-[11px] uppercase tracking-wider text-muted-foreground">
<th className="text-left font-medium px-3 py-2 w-[40%]">Konto</th>
<th className="text-right font-medium px-3 py-2">Debet</th>
<th className="text-right font-medium px-3 py-2">Kredit</th>
<th className="w-10" />
</tr>
</thead>
<tbody className="divide-y">
{lines.map((line, idx) => (
<tr key={idx}>
<td className="px-3 py-2">
<AccountCombobox
value={line.account_number}
accounts={accounts}
onChange={(v) => updateLine(idx, { account_number: v })}
/>
</td>
<td className="px-3 py-2">
<Input
type="number"
step="0.01"
inputMode="decimal"
value={line.debit_amount}
onChange={(e) => updateLine(idx, { debit_amount: e.target.value, credit_amount: e.target.value ? '' : line.credit_amount })}
disabled={isSubmitting}
className="text-right tabular-nums"
placeholder="0,00"
/>
</td>
<td className="px-3 py-2">
<Input
type="number"
step="0.01"
inputMode="decimal"
value={line.credit_amount}
onChange={(e) => updateLine(idx, { credit_amount: e.target.value, debit_amount: e.target.value ? '' : line.debit_amount })}
disabled={isSubmitting}
className="text-right tabular-nums"
placeholder="0,00"
/>
</td>
<td className="px-2 py-2 text-right">
<Button
type="button"
variant="ghost"
size="icon"
className="h-8 w-8"
onClick={() => removeLine(idx)}
disabled={isSubmitting || lines.length <= 2}
aria-label="Ta bort rad"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</td>
</tr>
))}
</tbody>
<tfoot className="bg-muted/20 text-xs">
<tr>
<td className="px-3 py-2 text-right font-medium uppercase tracking-wider text-muted-foreground">
Summa
</td>
<td className="px-3 py-2 text-right tabular-nums font-medium">
{totals.debit.toFixed(2)}
</td>
<td className="px-3 py-2 text-right tabular-nums font-medium">
{totals.credit.toFixed(2)}
</td>
<td />
</tr>
</tfoot>
</table>
</div>
<div className="flex items-center justify-between gap-3">
<div className="flex items-center gap-2">
<Button
type="button"
variant="ghost"
size="sm"
onClick={addLine}
disabled={isSubmitting}
>
<Plus className="h-3.5 w-3.5 mr-1.5" />
Lägg till rad
</Button>
<BookingTemplatePicker
onApply={handleTemplateApply}
entityType={company?.entity_type}
defaultAmount={
selectedTransactionAmount != null
? Math.abs(selectedTransactionAmount)
: targetSek ?? undefined
}
/>
<Button
type="button"
variant="outline"
size="sm"
onClick={() => setShowSaveTemplate(true)}
disabled={isSubmitting || derivedTemplateLines.length < 2}
title={
derivedTemplateLines.length < 2
? 'Fyll i minst två konteringsrader med konto och belopp'
: undefined
}
>
<BookmarkPlus className="h-3.5 w-3.5 mr-1.5" />
Spara som mall
</Button>
</div>
{totals.balanced ? (
<Badge variant="success" className="text-[11px]">
Balanserad
</Badge>
) : (
<span className="text-xs text-muted-foreground flex items-center gap-1.5 tabular-nums">
<AlertTriangle className="h-3.5 w-3.5 text-warning" />
Diff {totals.diff.toFixed(2)}
</span>
)}
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="bd-notes" className="text-xs uppercase tracking-wider text-muted-foreground">
Anteckningar (valfritt)
</Label>
<Textarea
id="bd-notes"
value={notes}
onChange={(e) => setNotes(e.target.value)}
disabled={isSubmitting}
rows={2}
placeholder="Intern kommentar om verifikationen"
/>
</div>
<div className="flex items-center justify-between gap-3 pt-2 border-t">
<p
className={cn(
'text-xs tabular-nums',
disabledReason ? 'text-warning-foreground' : 'text-muted-foreground'
)}
aria-live="polite"
>
{disabledReason ?? 'Klar att bokföra.'}
</p>
<div className="flex items-center gap-2">
<Button
type="button"
variant="ghost"
onClick={() => onOpenChange(false)}
disabled={isSubmitting}
>
Avbryt
</Button>
<Button
type="button"
onClick={handleSubmit}
disabled={!canSubmit}
title={disabledReason ?? undefined}
>
{isSubmitting ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />
Bokför
</>
) : (
'Bokför'
)}
</Button>
</div>
</div>
</div>
</div>
</DialogContent>
<ActivateAccountsDialog
open={activationDialog.open}
accountNumbers={activationDialog.accountNumbers}
onConfirm={confirmActivation}
onCancel={cancelActivation}
/>
{/* 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>Spara som bokföringsmall</DialogTitle>
<DialogDescription>
Spara den här konteringen som en återanvändbar mall. Beloppen sparas
som andelar av totalsumman du anger ett nytt belopp när du använder
mallen. Kontrollera raderna nedan innan du sparar.
</DialogDescription>
</DialogHeader>
{showSaveTemplate && (
<TemplateForm
mode="create"
entityLabels={TEMPLATE_ENTITY_LABELS}
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>
</Dialog>
)
}