60e33c4b51
* feat(invoices): add Plusgiro input to bank details settings Plusgiro was already persisted, validated by the API schema, rendered on the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI had no field to enter the number, so plusgiro-only users could not fill it in. Add the input next to Bankgiro with Luhn validation and hyphen formatting, include it in the save payload (normalised on save so raw digits still match the dashed schema format), and add sv/en strings. Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips Two user-reported bugs: - PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and fell back to the customer-driven 25% rate, so a non-momsregistrerad seller saw VAT in the review step even though the created invoice books none. Mirror the server-side write gate (build-invoice-write.ts): force 0% when vat_registered is false (delivery notes excepted). - InfoTooltip rendered TooltipContent without a Portal, so tooltips were clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice journal-entry review. Wrap in TooltipPrimitive.Portal. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(transactions): book library mall from its literal lines, not a lossy fallback Booking a bank transaction with a user-created booking-template (mall) via the convertible "QuickReview" fast path reduced the template to a single category + one account_override, silently discarding the chosen debit/credit. A kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930), or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the direction inferred from the business/settlement line tags, so visually-identical templates produced different verifikationer. Route every library template through the journal-entry editor (applyTemplate -> /book), which posts the literal lines, regardless of convertibility. Add regression tests locking the contract. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): make the booking-time duplicate guard bypassable TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but the UI dead-ended on a toast with no way to do so. Add a shared DuplicateBookingDialog that surfaces the already-booked sibling and lets the user review it or book anyway (force bound to the reviewed candidate, which the server re-detects so a stale id cannot wave the guard away). - Wire the dialog into the /transactions categorize flow and the manual booking dialog (JournalEntryForm -> /api/transactions/[id]/book) - Bind the override to expected_duplicate_transaction_id OR expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice, salary run) can be confirmed too - Extend the guard to the pending-operations commit path and the MCP server - Tests for book/categorize routes, detection, and the commit guard Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path The web /book and /categorize routes append a durable BankTransactionDuplicateDismissed event when a user books over a detected possible double-booking. The agent commit path (commitCategorizeTransaction, commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true, leaving no behandlingshistorik — an auditor could not reconstruct why the duplicate was allowed (BFNAR 2013:2 kap 8). When allow_duplicate=true, re-detect the candidate and append the dismissal event (BankTransactionDuplicateDismissed for the bank-line path, InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging failure never blocks a legitimate booking. Payloads stay PII-safe (ids, amounts, dates only — no customer or merchant name). Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds expected_duplicate_journal_entry_id, not candidate.transaction_id, so the systemdokumentation matches the actual control (BFL 7 kap). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests The gnubok_categorize_transaction tool runs the booking-time duplicate guard before staging; its detection queries consumed the queued supabase mock results, so the staging assertions saw a thrown duplicate error instead of a staged op. Mock detectBookingDuplicate to "no duplicate" since these tests don't exercise that path. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(transactions): use roundOre for duplicate-guard öre rounding Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the booking-time duplicate guard (detection lib, commit executor, MCP categorize tool), satisfying the no-new-antipatterns ratchet guard. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(sie-export): paginate journal entries and lines to prevent truncation * fix(bookkeeping): keep the Verifikat/Utkast toggle reachable on an empty list The journal entry list early-returned a pristine empty card whenever the visible list was empty and no filter was active, returning before the Verifikat/Utkast toggle rendered. This stranded users with only drafts (no posted entries) and users who emptied the drafts list, who then had to use the main menu to get back to posted entries. Narrow the early return to a genuinely empty ledger (committed view, no drafts, no filters); make the in-list empty placeholder context-aware (no drafts / no filter matches / no posted entries yet); resolve the draft count before clearing loading on an empty committed list to avoid a toggle flicker. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(enable-banking): persist psu_type and reuse it on reconnect Reconnecting a bank connection re-derived psu_type from the company entity_type every time (aktiebolag -> 'business'), silently overriding the type the user actually authorized with. A connection that only signs as 'personal' — common for AB owners who use a personal Mobile BankID, notably at Handelsbanken — flipped back to 'business' on every consent renewal and failed at the bank's signing step. - Add nullable bank_connections.psu_type column (idempotent migration) - Persist psu_type on connect; on reconnect reuse the stored value (explicit client override still wins) - Let users switch account type (Företag/Privat) from the reconnect button - Tests for persistence, reuse, and override Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(import): set maxDuration=300 on bank-file execute to prevent timeout A full-year bank file (300+ rows) runs a sequential per-row ingest that takes ~85s of server time. The execute route set no maxDuration, so it inherited the platform default and was killed mid-run — the import "spins then aborts" for the user. Match the SIE import route and give it a 5-minute budget. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(transactions): add assistant entry point on transaction rows The agent ("Lena") could only be reached from Dokumentinkorgen, and only once an underlag was matched to a transaction. Transaktioner is the most common starting point for booking, so users could not start a booking with the assistant from there at all. Add a per-row "Fråga [namn]" button on unbooked transaction rows that opens the existing transaction.categorization intent with the row's transaction_id. The intent already reads any linked underlag, so it works whether or not a receipt is attached. No new logic — only the missing entry point. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(invoices): enable Swish payment QR on invoices Flip SHOW_SWISH_ON_INVOICE on so the Swish row and payment QR render on the invoice PDF, and make the "Visa Swish" settings toggle live (it was hardcoded disabled). The preview-pdf route now builds the QR too, so it shows in forhandsvisning. Position the QR in the top-right of the payment box. No Swish API integration -- the QR is generated offline and prefills the customer Swish app; reconciliation stays via bank matching. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): scope verifikat list to current year, add storno action, clarify correction preview Three UI fixes from user feedback; no engine logic changed. - List defaults to the current räkenskapsår instead of all years. Voucher numbers run per fiscal year (one A42/year), so showing every year at once made them look like duplicates. New resolveCurrentPeriodId helper. - Add 'Återför (storno)' action on the entry detail page and list row, wiring the existing reverseEntry — a pure reversal (BFL 5 kap 5§) with no replacement, distinct from 'Rätta'. - Correction 'Effekt per konto' preview now labels a removed account 'tas bort' (vs a bare dash) and warns when the proposal is unbalanced; dialog explains the rows are the full new verifikat. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(bank_connections): add psu_type column to persist chosen authorization type * feat(errors): add CannotReverseStornoError for handling reversal of storno or correction entries --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
282 lines
11 KiB
TypeScript
282 lines
11 KiB
TypeScript
'use client'
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import { useState, useEffect } from 'react'
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import { useRouter } from 'next/navigation'
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import {
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Dialog,
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DialogContent,
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DialogHeader,
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DialogTitle,
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DialogFooter,
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} from '@/components/ui/dialog'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Badge } from '@/components/ui/badge'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import CorrectionPreview from '@/components/bookkeeping/CorrectionPreview'
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import { useToast } from '@/components/ui/use-toast'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import { Plus, Trash2 } from 'lucide-react'
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import { formatDate } from '@/lib/utils'
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import { formatVoucher } from '@/lib/bookkeeping/voucher-series-resolver'
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import type { JournalEntry, JournalEntryLine, BASAccount } from '@/types'
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interface CorrectionLine {
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account_number: string
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debit_amount: string
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credit_amount: string
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line_description: string
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}
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interface Props {
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entry: JournalEntry
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open: boolean
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onOpenChange: (open: boolean) => void
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onCorrected: () => void
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}
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export default function CorrectionEntryDialog({ entry, open, onOpenChange, onCorrected }: Props) {
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const { toast } = useToast()
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const router = useRouter()
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [lines, setLines] = useState<CorrectionLine[]>([])
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const [isSubmitting, setIsSubmitting] = useState(false)
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const originalLines = ((entry.lines || []) as JournalEntryLine[])
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.slice()
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.sort((a, b) => a.sort_order - b.sort_order)
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useEffect(() => {
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if (open) {
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// Pre-fill with original entry's lines
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setLines(
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originalLines.map((l) => ({
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account_number: l.account_number,
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debit_amount: Number(l.debit_amount) > 0 ? String(Number(l.debit_amount)) : '',
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credit_amount: Number(l.credit_amount) > 0 ? String(Number(l.credit_amount)) : '',
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line_description: l.line_description || '',
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}))
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)
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fetchAccounts()
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}
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}, [open, entry.id]) // eslint-disable-line react-hooks/exhaustive-deps
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async function fetchAccounts() {
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try {
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const res = await fetch('/api/bookkeeping/accounts')
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const { data } = await res.json()
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setAccounts(data || [])
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} catch {
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// Accounts will be empty — user can still type account numbers manually
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}
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}
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const updateLine = (index: number, field: keyof CorrectionLine, value: string) => {
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setLines((prev) => prev.map((l, i) => (i === index ? { ...l, [field]: value } : l)))
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}
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const addLine = () => {
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setLines((prev) => [...prev, { account_number: '', debit_amount: '', credit_amount: '', line_description: '' }])
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}
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const removeLine = (index: number) => {
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setLines((prev) => prev.filter((_, i) => i !== index))
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}
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const totalDebit = lines.reduce((sum, l) => sum + (parseFloat(l.debit_amount) || 0), 0)
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const totalCredit = lines.reduce((sum, l) => sum + (parseFloat(l.credit_amount) || 0), 0)
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const roundedDebit = Math.round(totalDebit * 100) / 100
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const roundedCredit = Math.round(totalCredit * 100) / 100
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const isBalanced = roundedDebit === roundedCredit && roundedDebit > 0
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const hasValidLines = lines.length >= 2 && lines.every((l) => l.account_number.length === 4)
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async function handleSubmit() {
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if (!isBalanced || !hasValidLines) return
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setIsSubmitting(true)
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try {
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const apiLines = lines.map((l) => ({
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account_number: l.account_number,
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debit_amount: parseFloat(l.debit_amount) || 0,
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credit_amount: parseFloat(l.credit_amount) || 0,
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line_description: l.line_description || undefined,
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}))
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const res = await fetch(`/api/bookkeeping/journal-entries/${entry.id}/correct`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ lines: apiLines }),
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})
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const result = await res.json()
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if (!res.ok) {
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const error = new Error('Failed to create correction') as Error & { body?: unknown; status?: number }
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error.body = result
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error.status = res.status
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throw error
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}
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const correctedId = result.data?.corrected?.id
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toast({
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title: 'Ändringsverifikation skapad',
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description: 'Storno och rättelse har bokförts.',
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action: correctedId ? (
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<Button variant="outline" size="sm" onClick={() => router.push(`/bookkeeping/${correctedId}`)}>
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Visa rättelsen
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</Button>
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) : undefined,
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})
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onOpenChange(false)
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onCorrected()
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} catch (err) {
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const anyErr = err as { body?: unknown; status?: number }
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toast({
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title: 'Kunde inte spara ändringsverifikation',
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description: getErrorMessage(anyErr.body ?? err, { context: 'journal_entry', statusCode: anyErr.status }),
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variant: 'destructive',
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})
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} finally {
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setIsSubmitting(false)
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}
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}
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-3xl max-h-[95dvh] sm:max-h-[90vh] overflow-y-auto">
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<DialogHeader>
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<DialogTitle>Skapa ändringsverifikation</DialogTitle>
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</DialogHeader>
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{/* Storno explanation */}
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<div className="rounded-lg bg-muted/50 border p-3 text-sm text-muted-foreground">
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<p className="font-medium text-foreground mb-1">Hur fungerar en ändringsverifikation?</p>
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<p>En bokförd verifikation kan inte ändras direkt. Istället skapas automatiskt:</p>
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<ol className="list-decimal list-inside mt-1 space-y-0.5">
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<li>En <strong>stornoverifikation</strong> som nollställer den ursprungliga</li>
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<li>En ny verifikation med dina rättade uppgifter</li>
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</ol>
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<p className="mt-2">
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Rättelsen bokförs i samma räkenskapsperiod som originalet — du hittar den under originalets räkenskapsår.
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</p>
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</div>
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{/* Original entry metadata — lines live inside CorrectionPreview below */}
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<div className="space-y-1">
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<div className="flex items-center gap-2 text-sm text-muted-foreground flex-wrap">
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<span className="font-mono">{formatVoucher(entry)}</span>
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<span className="tabular-nums">{formatDate(entry.entry_date)}</span>
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<Badge variant="outline" className="text-xs">Original</Badge>
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</div>
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<p className="text-sm">{entry.description}</p>
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</div>
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{/* Live diff: original | storno | correction | förändring */}
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<CorrectionPreview originalLines={originalLines} correctedLines={lines} />
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{/* Corrected lines (editable) */}
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<div className="space-y-2">
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<div className="space-y-1">
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<p className="text-sm font-medium">Rättade rader</p>
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<p className="text-xs text-muted-foreground">
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Det här är hela den nya verifikationen — alla konton som ska finnas kvar måste stå
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kvar. Tar du bort ett konto nollställs det (stornon återför det). Vill du bara återföra
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hela verifikatet utan att ersätta det, använd Återför (storno) istället.
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</p>
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</div>
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<div className="space-y-2">
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{lines.map((line, index) => (
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<div key={index} className="space-y-2 sm:space-y-0 sm:grid sm:grid-cols-[1fr_1fr_120px_120px_auto] sm:gap-2 sm:items-start border-b sm:border-0 pb-3 sm:pb-0 last:border-0">
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<div className="grid grid-cols-[1fr_auto] sm:contents gap-2">
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<AccountCombobox
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value={line.account_number}
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accounts={accounts}
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onChange={(v) => updateLine(index, 'account_number', v)}
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/>
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<Button
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variant="ghost"
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size="icon"
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className="h-8 w-8 min-h-[44px] min-w-[44px] sm:order-last"
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onClick={() => removeLine(index)}
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disabled={lines.length <= 2}
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>
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<Trash2 className="h-4 w-4" />
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</Button>
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</div>
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<Input
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value={line.line_description}
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onChange={(e) => updateLine(index, 'line_description', e.target.value)}
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placeholder="Beskrivning"
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className="h-8"
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/>
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<div className="grid grid-cols-2 gap-2 sm:contents">
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<Input
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type="number"
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value={line.debit_amount}
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onChange={(e) => updateLine(index, 'debit_amount', e.target.value)}
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placeholder="Debet"
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className="h-8 text-right"
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min={0}
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step="0.01"
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/>
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<Input
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type="number"
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value={line.credit_amount}
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onChange={(e) => updateLine(index, 'credit_amount', e.target.value)}
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placeholder="Kredit"
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className="h-8 text-right"
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min={0}
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step="0.01"
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/>
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</div>
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</div>
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))}
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</div>
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<Button variant="outline" size="sm" onClick={addLine}>
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<Plus className="h-4 w-4 mr-1" />
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Lägg till rad
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</Button>
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{/* Balance summary */}
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<div className="flex justify-end gap-6 text-sm pt-2 border-t">
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<div>
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<span className="text-muted-foreground mr-2">Debet:</span>
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<span className={!isBalanced ? 'text-destructive font-medium' : 'font-medium'}>
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{roundedDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
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</span>
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</div>
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<div>
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<span className="text-muted-foreground mr-2">Kredit:</span>
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<span className={!isBalanced ? 'text-destructive font-medium' : 'font-medium'}>
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{roundedCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })}
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</span>
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</div>
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</div>
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{!isBalanced && roundedDebit + roundedCredit > 0 && (
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<p className="text-sm text-destructive">
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Debet och kredit måste vara lika och större än 0.
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</p>
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)}
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => onOpenChange(false)} disabled={isSubmitting}>
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Avbryt
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</Button>
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<Button
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onClick={handleSubmit}
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disabled={!isBalanced || !hasValidLines || isSubmitting}
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>
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{isSubmitting ? 'Skapar...' : 'Skapa ändringsverifikation'}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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)
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}
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