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

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

chore: declare CSS module support in TypeScript

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

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

261 lines
12 KiB
TypeScript

'use client'
import { useTranslations } from 'next-intl'
import { useState, useEffect, useCallback } from 'react'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Trash2, Users, ChevronDown } from 'lucide-react'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import { formatCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
import type { CategorizationTemplate } from '@/types'
function formatDate(iso: string | null) {
if (!iso) return '—'
return new Date(iso).toLocaleDateString('sv-SE', {
year: 'numeric',
month: 'short',
day: 'numeric',
})
}
function confidenceColor(c: number): string {
if (c >= 0.8) return 'text-emerald-600 dark:text-emerald-400'
if (c >= 0.5) return 'text-amber-600 dark:text-amber-400'
return 'text-muted-foreground'
}
export function CounterpartyTemplatesPanel() {
const t = useTranslations('settings_counterparty_templates')
const { toast } = useToast()
const SOURCE_LABELS: Record<string, string> = {
sie_import: t('source_sie_import'),
user_approved: t('source_user_approved'),
auto_learned: t('source_auto_learned'),
sni_default: t('source_sni_default'),
}
const VAT_LABELS: Record<string, string> = {
standard_25: '25%',
reduced_12: '12%',
reduced_6: '6%',
reverse_charge: t('vat_reverse_charge'),
export: t('vat_export'),
exempt: t('vat_exempt'),
}
const [templates, setTemplates] = useState<CategorizationTemplate[]>([])
const [isLoading, setIsLoading] = useState(true)
const [deletingId, setDeletingId] = useState<string | null>(null)
const [expandedId, setExpandedId] = useState<string | null>(null)
const fetchTemplates = useCallback(async () => {
try {
const res = await fetch('/api/settings/counterparty-templates')
const json = await res.json()
if (json.data) {
setTemplates(json.data)
}
} catch {
toast({ title: t('toast_fetch_failed'), variant: 'destructive' })
} finally {
setIsLoading(false)
}
}, [toast, t])
useEffect(() => {
fetchTemplates()
}, [fetchTemplates])
async function handleDelete(id: string) {
setDeletingId(id)
try {
const res = await fetch('/api/settings/counterparty-templates', {
method: 'DELETE',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ id }),
})
if (!res.ok) {
toast({ title: t('toast_delete_failed'), variant: 'destructive' })
return
}
setTemplates((prev) => prev.filter((tt) => tt.id !== id))
if (expandedId === id) setExpandedId(null)
toast({ title: t('toast_deleted') })
} catch {
toast({ title: t('toast_delete_failed'), variant: 'destructive' })
} finally {
setDeletingId(null)
}
}
return (
<div className="space-y-6">
<Card>
<CardHeader>
<CardTitle>{t('title')}</CardTitle>
<CardDescription>
{t('description')}
</CardDescription>
</CardHeader>
<CardContent>
{isLoading ? (
<div className="flex items-center justify-center py-8">
<Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
</div>
) : templates.length === 0 ? (
<div className="flex flex-col items-center justify-center py-8 text-center">
<Users className="h-8 w-8 text-muted-foreground/50 mb-3" />
<p className="text-sm text-muted-foreground">{t('empty_title')}</p>
<p className="text-xs text-muted-foreground mt-1">
{t('empty_help')}
</p>
</div>
) : (
<div className="space-y-1">
{templates.map((tt) => {
const isExpanded = expandedId === tt.id
const isMultiLine = tt.line_pattern && tt.line_pattern.length > 0
return (
<div key={tt.id} className="rounded-md border overflow-hidden">
{/* Clickable summary row */}
<button
type="button"
onClick={() => setExpandedId(isExpanded ? null : tt.id)}
className="w-full text-left px-4 py-3 flex items-center gap-3 hover:bg-muted/50 transition-colors"
>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2">
<p className="text-sm font-medium truncate">{formatCounterpartyName(tt.counterparty_name)}</p>
<Badge variant="outline" className="text-[10px] shrink-0">
{SOURCE_LABELS[tt.source] || tt.source}
</Badge>
</div>
<div className="flex items-center gap-1.5 mt-0.5 text-xs text-muted-foreground">
{isMultiLine ? (
<span className="font-mono">
{tt.line_pattern!.filter(lp => lp.type === 'business').map(lp => lp.account).join(', ')}
</span>
) : (
<>
<span className="font-mono">{tt.debit_account}</span>
<span className="text-muted-foreground/50"></span>
<span className="font-mono">{tt.credit_account}</span>
</>
)}
{tt.vat_treatment && (
<>
<span className="text-muted-foreground/30">·</span>
<span>{VAT_LABELS[tt.vat_treatment] || tt.vat_treatment}</span>
</>
)}
<span className="text-muted-foreground/30">·</span>
<span>{t('times_count', { count: tt.occurrence_count })}</span>
<span className={`tabular-nums ${confidenceColor(Number(tt.confidence))}`}>
{Math.round(Number(tt.confidence) * 100)}%
</span>
</div>
</div>
<ChevronDown className={`h-4 w-4 text-muted-foreground shrink-0 transition-transform ${isExpanded ? 'rotate-180' : ''}`} />
</button>
{/* Expanded detail */}
{isExpanded && (
<div className="border-t bg-muted/30 px-4 py-3 space-y-3">
{/* Account lines */}
<div>
<p className="text-[10px] font-medium text-muted-foreground uppercase tracking-wider mb-1.5">{t('booking_label')}</p>
{isMultiLine ? (
<div className="space-y-1">
{tt.line_pattern!.map((lp, i) => (
<div key={i} className="flex items-center gap-2 text-xs">
<Badge variant="secondary" className="text-[10px] px-1.5 py-0 w-14 justify-center">
{lp.side === 'debit' ? t('debit_label') : t('credit_label')}
</Badge>
<span className="font-mono">{formatAccountWithName(lp.account)}</span>
{lp.type === 'vat' && lp.vat_rate && (
<span className="text-muted-foreground">{t('vat_paren', { rate: Math.round(lp.vat_rate * 100) })}</span>
)}
{lp.ratio !== undefined && (
<span className="text-muted-foreground">({Math.round(lp.ratio * 100)}%)</span>
)}
</div>
))}
</div>
) : (
<div className="space-y-1">
<div className="flex items-center gap-2 text-xs">
<Badge variant="secondary" className="text-[10px] px-1.5 py-0 w-14 justify-center">{t('debit_label')}</Badge>
<span className="font-mono">{formatAccountWithName(tt.debit_account)}</span>
</div>
<div className="flex items-center gap-2 text-xs">
<Badge variant="secondary" className="text-[10px] px-1.5 py-0 w-14 justify-center">{t('credit_label')}</Badge>
<span className="font-mono">{formatAccountWithName(tt.credit_account)}</span>
</div>
</div>
)}
</div>
{/* Metadata */}
<div className="grid grid-cols-2 gap-x-6 gap-y-1 text-xs">
{tt.vat_treatment && (
<div className="flex justify-between">
<span className="text-muted-foreground">{t('vat_label')}</span>
<span>{VAT_LABELS[tt.vat_treatment] || tt.vat_treatment}</span>
</div>
)}
<div className="flex justify-between">
<span className="text-muted-foreground">{t('occurrence_count_label')}</span>
<span className="tabular-nums">{tt.occurrence_count}</span>
</div>
<div className="flex justify-between">
<span className="text-muted-foreground">{t('confidence_label')}</span>
<span className={`tabular-nums ${confidenceColor(Number(tt.confidence))}`}>
{Math.round(Number(tt.confidence) * 100)}%
</span>
</div>
<div className="flex justify-between">
<span className="text-muted-foreground">{t('last_seen_label')}</span>
<span>{formatDate(tt.last_seen_date)}</span>
</div>
{tt.counterparty_aliases && tt.counterparty_aliases.length > 1 && (
<div className="col-span-2 flex justify-between">
<span className="text-muted-foreground">{t('aliases_label')}</span>
<span className="text-right truncate ml-4">{tt.counterparty_aliases.slice(0, 3).join(', ')}{tt.counterparty_aliases.length > 3 ? ` +${tt.counterparty_aliases.length - 3}` : ''}</span>
</div>
)}
</div>
{/* Delete */}
<div className="flex justify-end pt-1">
<Button
variant="ghost"
size="sm"
onClick={() => handleDelete(tt.id)}
disabled={deletingId === tt.id}
className="text-destructive hover:text-destructive text-xs h-7"
>
{deletingId === tt.id ? (
<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
) : (
<Trash2 className="mr-1.5 h-3 w-3" />
)}
{t('delete_button')}
</Button>
</div>
</div>
)}
</div>
)
})}
</div>
)}
</CardContent>
</Card>
</div>
)
}