Jakob Wennberg
222e581476
* feat(categorize): dimension bags end-to-end + runtime template learning The categorize path could not tag: categorize-core accepted a dimensions bag but no route or UI ever passed one, and runtime template learning dropped the bag entirely (only SIE import produced dimension-carrying patterns). - CategorizeTransactionSchema gains dimensions; the dashboard route, v1 single and v1 batch-categorize apply it to the mapping result's business lines (explicit bag wins over a learned counterparty bag). - categorization_templates.default_dimensions (migration 20260728091000) records the bag of the latest tagged booking; latest-explicit-wins, an untagged booking never erases it. Applied on the legacy single-line template path and the mirrored-refund path; multi-line SIE patterns keep their authoritative per-entry bags. - QuickReviewDialog gets a LineDimensionFields picker (dimensions_enabled gate, same as BulkBookDialog), prefilled from the counterparty suggestion's learned bag; hidden for multi-line patterns whose per-line bags would ignore an edit. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Renumber migration above 20260728120000 (out-of-order vs prod after #1271) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
85 lines
4.6 KiB
TypeScript
85 lines
4.6 KiB
TypeScript
import type { Transaction, TransactionCategory, Invoice, Customer, SupplierInvoice, VatTreatment } from '@/types'
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// Shared transaction type with potential invoice data
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export interface TransactionWithInvoice extends Transaction {
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potential_invoice?: Invoice & { customer?: Customer }
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potential_supplier_invoice?: SupplierInvoice
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}
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// Page view modes
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export type ViewMode = 'inbox' | 'history'
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export type HistoryFilter = 'all' | 'business' | 'private'
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export type SourceFilter = 'all' | 'bank' | 'skatteverket'
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// Handler types
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// Returns the journal_entry_id on success, null on failure
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export type CategorizeHandler = (
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id: string,
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isBusiness: boolean,
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category?: TransactionCategory,
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vatTreatment?: VatTreatment,
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accountOverride?: string,
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templateId?: string,
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inboxItemId?: string,
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// Dimensions bag {sie_dim_no: code} for the business lines of the booking.
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dimensions?: Record<string, string>
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) => Promise<string | null>
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export type MatchInvoiceHandler = (
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transactionId: string,
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invoiceId: string
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) => Promise<boolean>
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// Category option type. `label` retains the Swedish text for back-compat and
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// non-React consumers; `labelKey` is the next-intl key under the `tx_categories`
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// namespace that React components should prefer.
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export interface CategoryOption {
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value: TransactionCategory
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label: string
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labelKey: string
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account?: string
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}
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// Shared category arrays
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export const EXPENSE_CATEGORIES: CategoryOption[] = [
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{ value: 'expense_representation', label: 'Representation', labelKey: 'expense_representation', account: '6071' },
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{ value: 'expense_equipment', label: 'Utrustning', labelKey: 'expense_equipment', account: '5410' },
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{ value: 'expense_software', label: 'Programvara', labelKey: 'expense_software', account: '5420' },
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{ value: 'expense_consumables', label: 'Material', labelKey: 'expense_consumables', account: '5460' },
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{ value: 'expense_travel', label: 'Resor', labelKey: 'expense_travel', account: '5800' },
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{ value: 'expense_office', label: 'Kontor', labelKey: 'expense_office', account: '6110' },
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{ value: 'expense_vehicle', label: 'Bil & drivmedel', labelKey: 'expense_vehicle', account: '5611' },
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{ value: 'expense_telecom', label: 'Telefon & internet', labelKey: 'expense_telecom', account: '6200' },
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{ value: 'expense_marketing', label: 'Marknadsföring', labelKey: 'expense_marketing', account: '5910' },
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{ value: 'expense_professional_services', label: 'Konsulter', labelKey: 'expense_professional_services', account: '6530' },
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{ value: 'expense_education', label: 'Utbildning', labelKey: 'expense_education', account: '6991' },
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{ value: 'expense_bank_fees', label: 'Bankavgift', labelKey: 'expense_bank_fees', account: '6570' },
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{ value: 'expense_card_fees', label: 'Kortavgift', labelKey: 'expense_card_fees', account: '6570' },
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{ value: 'expense_currency_exchange', label: 'Valutaväxling', labelKey: 'expense_currency_exchange', account: '7960' },
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{ value: 'expense_other', label: 'Övrigt', labelKey: 'expense_other', account: '6991' },
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]
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export const INCOME_CATEGORIES: CategoryOption[] = [
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{ value: 'income_services', label: 'Tjänster', labelKey: 'income_services', account: '3001' },
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{ value: 'income_products', label: 'Produkter', labelKey: 'income_products', account: '3001' },
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{ value: 'income_other', label: 'Övrigt', labelKey: 'income_other', account: '3900' },
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]
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export interface VatTreatmentOption {
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value: VatTreatment | 'none'
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label: string
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labelKey: string
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description?: string
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descriptionKey?: string
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}
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export const VAT_TREATMENT_OPTIONS: VatTreatmentOption[] = [
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{ value: 'standard_25', label: 'Moms 25%', labelKey: 'vat_standard_25' },
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{ value: 'reduced_12', label: 'Moms 12%', labelKey: 'vat_reduced_12', description: 'Livsmedel, hotell, camping', descriptionKey: 'vat_reduced_12_desc' },
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{ value: 'reduced_6', label: 'Moms 6%', labelKey: 'vat_reduced_6', description: 'Böcker, tidningar, kollektivtrafik', descriptionKey: 'vat_reduced_6_desc' },
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{ value: 'reverse_charge', label: 'Omvänd skattskyldighet', labelKey: 'vat_reverse_charge', description: 'Köparen redovisar momsen (EU-tjänster m.m.)', descriptionKey: 'vat_reverse_charge_desc' },
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{ value: 'export', label: 'Export', labelKey: 'vat_export', description: 'Försäljning utanför EU (behåller avdragsrätt)', descriptionKey: 'vat_export_desc' },
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{ value: 'exempt', label: 'Momsfri', labelKey: 'vat_exempt', description: 'Undantaget enligt ML (vård, utbildning, finans)', descriptionKey: 'vat_exempt_desc' },
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{ value: 'none', label: 'Ingen moms', labelKey: 'vat_none', description: 'Ej momspliktigt (t.ex. lön, privata uttag)', descriptionKey: 'vat_none_desc' },
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]
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