Files
accounted/extensions/general/enable-banking/components/AccountPickerDialog.tsx
T
Jakob Wennberg 39204cc0de UX polish bundle: Enable Banking lookback + sync progress, invoice inbox, matching previews (#548)
* fix(import): dedup opening-balance rows when account numbers differ only in whitespace

The parser's merge map keyed on the post-strip account_number, but rows like
"1930", " 1930 " and "1.930" could leak as separate entries when the
upstream string contained non-breaking spaces or zero-width chars that the
old .replace(/[^0-9]/g, '') ran on already-stripped output. Strip those
explicitly in the raw string and use /\D/g for the digit extraction.

Also adds defense-in-depth dedup inside OpeningBalanceEditStep so any
duplicates that survive the parser collapse before the user sees them.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(enable-banking): anchor lookback picker to fiscal year, not days

Replaces the 90/180/365 days dropdown on the account-selection screen
with three explicit modes:

- "Senaste 90 dagar (snabbt)" — fastest path, matches PSD2 ceiling
- "Sedan räkenskapsårets början" (default) — resolves via
  fiscal_year_start_month, surfaces the literal date inline
- "Anpassat datum" — free date picker OR "Föregående räkenskapsårets start"

When the resulting range exceeds 90 days, the picker now surfaces a
quiet helper that points users at the SIE/bankfil import for older
history, so they don't waste an account-selection round-trip discovering
that banks usually cap at ~90 days.

The PATCH /accounts handler accepts initial_lookback_from_date alongside
initial_lookback_days; the new helper getCurrentFiscalYearStart() in
lib/company/fiscal-year.ts is reused.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(enable-banking): dedicated sync progress modal replaces silent spinner

After the user confirms account selection, transactions fetch in the
background for 30–60 seconds. Previously this showed only the Spara-button
spinner with no indication of duration or what was happening — users
described being stuck on the page.

The new BankSyncProgressDialog opens immediately on Save, lists the enabled
accounts being synced, and disables manual close until the PATCH resolves.
On completion it shows the imported count and the actual date range the
bank returned, plus an amber escape hatch to SIE/bankfil import when the
returned range was truncated by >7 days from what was requested.

Failure path surfaces in the same modal rather than as a destructive toast
that disappears.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(invoice-inbox): drop duplicate Skapa leverantör button

The inbox detail panel had its own supplier-creation button that fired
/api/suppliers + match-supplier. The same action is reachable from the
supplier-invoice form's "Skapa & välj" card (showAISupplierHint), which
also prefills more fields. The duplicate button is gone; a quiet inline
hint replaces it so the user still knows why no supplier matched.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* ui(invoice-inbox): surface currency and totals above the long metadata tail

Move Valuta / Totalt / Moms in FIELD_DEFS so they sit immediately under
Leverantör / Org.nr / VAT-nr. These are the fields the user reads first
when triaging an inbox item; burying them after nine metadata fields
forces unnecessary scrolling on every single invoice.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(invoice-inbox): accept .eml forwards and log rejected attachments

Gmail's "Forward as attachment" packages the original email as message/rfc822,
which our MIME allowlist silently dropped. Adds mailparser so we can unwrap
the inner attachments and ingest them under the inner email's subject/from.

Also persists every rejected attachment as an invoice_inbox_items row with
status='error', so users can see what was dropped instead of guessing why
nothing showed up in their inbox.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(supplier-invoices): redirect back to inbox after creating from invoice-inbox

When the leverantörsfaktura form is opened from an invoice-inbox item, every
successful create previously kicked the user out to /supplier-invoices or the
just-created invoice's detail page — derailing the "process the next
document" workflow. The Tillbaka button likewise routed to the
supplier-invoice list rather than the inbox they came from.

Adds an afterCreate helper that lands inbox-originated submissions at
/e/general/invoice-inbox and preserves the original target everywhere else.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* ui(pending): show transaction/document context for match-and-attach reviews

The granskning page previously rendered attach_document_to_transaction and
match_transaction_invoice operations through the generic key/value preview,
so reviewers saw "document file name: Faktura.pdf / transaction amount:
-216 USD" without any visual indication of which two things were being
paired. The MCP tool already returns enriched preview data; we just
needed dedicated layouts.

Adds:
- AttachDocumentPreview — two-card layout (Transaktion | Dokument) with
  a "Visa dokument" button that fetches a signed download URL on demand
- MatchTransactionInvoicePreview — same layout (Transaktion | Faktura)
- DocumentViewButton — reusable signed-URL opener

Also tightens the matching tools' descriptions so AI clients are nudged
to verify human-readable context before staging.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(review): address PR #548 review feedback

- invoice-inbox: hoist mailparser to a static import. The extension system
  generates a static import tree via setup:extensions and disallows dynamic
  imports — await import('mailparser') worked in dev but could fail in
  production standalone builds.
- enable-banking AccountPickerDialog: guard the Save path when "Anpassat
  datum" + "Specifikt datum" is selected with an empty date. Without this,
  lookback.body resolves to null and the PATCH silently falls back to the
  backend's 120-day default, ignoring the user's intent.
- enable-banking BankSyncProgressDialog: drop the empty-body useEffect.
  Close-prevention is already handled inline via the onOpenChange guard +
  onPointerDownOutside + onEscapeKeyDown handlers.
- lib/company/fiscal-year: pin both operands of daysBetween() to UTC when
  parsing ISO date strings. Mixing a UTC-parsed date with new Date() (local
  time) drifts by one day in any timezone east of UTC.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(review): address compliance swarm + Swedish review feedback

Three actionable items from the post-fix compliance scan; the rest were
false positives or out of scope.

- enable-banking PATCH /accounts: reject future initial_lookback_from_date
  with 400 instead of silently falling through to the 120-day default.
  Compliance V2.2.
- AttachDocumentPreview: promote the overwrite warning to a destructive
  banner with BFL 7 kap context when the existing document is marked as
  räkenskapsinformation. A muted footnote was too easy to skip past for
  a verifikationsunderlag replacement.
- MatchTransactionInvoicePreview: surface transaction_date + invoice_date
  in the staged preview so reviewers can spot date drift before approving
  (BFL 5 kap 6§ — verifikation date must align with affärshändelse). Also
  shows a quiet hint when the two dates differ by > 31 days. Tool's SELECT
  + stage payload extended accordingly.

Skipped (with rationale):
- V5.3 inner.filename path traversal — lib/core/documents/document-service.ts
  already sanitizes filenames before constructing storage paths.
- V5.2 magic-number MIME — pre-existing pattern for all email attachments;
  scope is codebase-wide.
- V1.2 att.id composite ID — only used as a DB column value, never a path.
- V13.1 / CM-8 SBOM/SCA — repository-wide policy, not this PR.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(review): address second-round compliance + Swedish review feedback

Compliance Swarm (defense-in-depth + valid finds):
- invoice-inbox: sanitise .eml inner attachment filenames and content-types
  before they flow into uploadAndExtract or the raw_email_payload JSONB.
  document-service already strips bad chars before constructing storage
  paths, but the swarm flagged the upstream input as unsanitised — easier
  to add a thin sanitiseFilename/sanitiseMime layer than to argue about
  defense-in-depth. Caps lengths too.
- DocumentViewButton: validate documentId as a UUID before interpolating
  into /api/documents/:id — staged preview_data is Record<string, unknown>
  on the wire, so refusing junk early gives a clearer error and keeps the
  internal API from seeing oddly-shaped path segments. (Compliance V1.2.)

Swedish review:
- MatchTransactionInvoicePreview: drop the BFL 5 kap 6§ citation from the
  date-drift hint — that section governs verifikationsinnehåll, not a 31-day
  tolerance. The hint stays (the practical concern is real) but no longer
  pretends to quote a legislated threshold.
- fiscal-year: document the implicit assumption that entity_type reflects
  the company's current tax-year status, not a mid-conversion state.

Skipped (with rationale):
- V5.2 magic-number MIME — pre-existing pattern across all email attachments.
- A.8.12 signed URL via window.open — pre-existing pattern shared with
  JournalEntryAttachments.tsx; refactor to server-side redirect is broader scope.
- A.8.15 logRejection failure path — pre-existing console.error pattern.
- CC9.2 mailparser vendor review / SBOM — out of PR scope.
- CC6.1 IDOR — /api/documents/:id already enforces company_id; false positive.
- Swedish #1 räkenskapsinformation flag origin — server-side already derives
  the flag from document_attachments.journal_entry_id in the staging tool;
  not caller-trusted.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(review): fail-safe BFL warning + preserve merge validation errors

Two findings from the third compliance pass; both worth addressing.

- AttachDocumentPreview: treat an absent
  existing_document_is_rakenskapsinformation flag as räkenskapsinformation
  rather than as "safe to overwrite". The MCP staging tool sets the flag
  deterministically from document_attachments.journal_entry_id today, but
  a future code path that forgets it would silently downgrade the BFL 7
  kap warning. Only an explicit `=== false` from the server keeps the
  muted note path.
- Opening-balance merge: union validation_errors when collapsing duplicate
  account_number rows, both in the parser and the EditStep useState
  initializer. Previously a warning that fired on row 5 (e.g. BAS-class
  mismatch) was silently dropped if row 2 of the same account had no error,
  risking misclassified IB data downstream. Added a parser test covering
  the union behaviour for two rows of a class-3 (resultatkonto) account.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 12:10:12 +02:00

654 lines
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TypeScript
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'use client'
import { useEffect, useMemo, useState } from 'react'
import Link from 'next/link'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Checkbox } from '@/components/ui/checkbox'
import { Input } from '@/components/ui/input'
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select'
import { useToast } from '@/components/ui/use-toast'
import { Loader2 } from 'lucide-react'
import { createClient } from '@/lib/supabase/client'
import { useCompany } from '@/contexts/CompanyContext'
import {
getCurrentFiscalYearStart,
getPreviousFiscalYearStart,
daysBetween,
} from '@/lib/company/fiscal-year'
import type { CompanySettings } from '@/types'
import type { StoredAccount } from '../types'
import {
BankSyncProgressDialog,
type SyncProgressState,
} from './BankSyncProgressDialog'
interface AccountPickerDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
connectionId: string
bankName: string
accounts: StoredAccount[]
// True when the connection is still in pending_selection — closing without
// saving is allowed but the user is reminded that no sync runs until they
// confirm.
isInitialSelection: boolean
onSaved: () => void
}
interface ChartAccount {
account_number: string
account_name: string
}
type LookbackMode = 'fast' | 'fiscal-year' | 'custom'
type CustomSubMode = 'date' | 'previous-fiscal-year'
// Suggested BAS account per currency. The mapping engine falls back to 1930
// when ledger_account is unset, so the SEK case is just an explicit hint.
// Foreign-currency accounts default to the BAS-recommended numbers; if the
// company hasn't created them yet, the user must pick or seed them first.
const CURRENCY_DEFAULTS: Record<string, string> = {
SEK: '1930',
EUR: '1932',
USD: '1933',
GBP: '1934',
}
export function AccountPickerDialog({
open,
onOpenChange,
connectionId,
bankName,
accounts,
isInitialSelection,
onSaved,
}: AccountPickerDialogProps) {
const { toast } = useToast()
// Memoise so the client has a stable reference across re-renders. Without this,
// listing `supabase` in the SIE-fetch effect's deps would re-fire that query on
// every checkbox tick or parent re-render.
const supabase = useMemo(() => createClient(), [])
const { company } = useCompany()
const [selected, setSelected] = useState<Set<string>>(new Set())
const [isSaving, setIsSaving] = useState(false)
const [sieLastDate, setSieLastDate] = useState<string | null>(null)
const [chartAccounts, setChartAccounts] = useState<ChartAccount[]>([])
const [ledgerByUid, setLedgerByUid] = useState<Record<string, string>>({})
const [companySettings, setCompanySettings] = useState<Pick<CompanySettings, 'fiscal_year_start_month' | 'entity_type'> | null>(null)
const [lookbackMode, setLookbackMode] = useState<LookbackMode>('fiscal-year')
const [customSubMode, setCustomSubMode] = useState<CustomSubMode>('date')
const [customDate, setCustomDate] = useState<string>('')
const [progressOpen, setProgressOpen] = useState(false)
const [progressState, setProgressState] = useState<SyncProgressState>({ kind: 'syncing' })
useEffect(() => {
if (open) {
const initial = new Set<string>(
accounts.filter(a => a.enabled !== false).map(a => a.uid)
)
setSelected(initial)
setLookbackMode('fiscal-year')
setCustomSubMode('date')
setCustomDate('')
// Pre-populate ledger picks from existing StoredAccount values, falling
// back to currency-based suggestions for accounts the user hasn't mapped yet.
const initialLedger: Record<string, string> = {}
for (const a of accounts) {
const fromStored = a.ledger_account
const fromDefault = CURRENCY_DEFAULTS[a.currency] ?? ''
initialLedger[a.uid] = fromStored ?? fromDefault
}
setLedgerByUid(initialLedger)
}
}, [open, accounts])
// Load fiscal_year_start_month + entity_type so "Sedan räkenskapsårets början"
// resolves to the right date for non-calendar fiscal years.
useEffect(() => {
if (!open || !company?.id) return
let cancelled = false
;(async () => {
const { data } = await supabase
.from('company_settings')
.select('fiscal_year_start_month, entity_type')
.eq('company_id', company.id)
.maybeSingle()
if (cancelled) return
setCompanySettings((data as { fiscal_year_start_month?: number; entity_type?: CompanySettings['entity_type'] } | null) as Pick<CompanySettings, 'fiscal_year_start_month' | 'entity_type'> | null)
})()
return () => { cancelled = true }
}, [open, company?.id, supabase])
// Fetch the latest SIE import end date so we can offer "day after last SIE entry"
// as a one-click escape from the default fiscal-year start. Only matters on the
// initial activation flow — selection edits don't re-run sync.
useEffect(() => {
if (!open || !isInitialSelection || !company?.id) {
setSieLastDate(null)
return
}
let cancelled = false
;(async () => {
const { data } = await supabase
.from('sie_imports')
.select('fiscal_year_end')
.eq('company_id', company.id)
.eq('status', 'completed')
.order('fiscal_year_end', { ascending: false })
.limit(1)
.maybeSingle()
if (cancelled) return
setSieLastDate((data as { fiscal_year_end?: string } | null)?.fiscal_year_end || null)
})()
return () => { cancelled = true }
}, [open, isInitialSelection, company?.id, supabase])
// Load 19xx accounts from the chart for the per-account ledger combobox.
// Class 19 = bank/cash on the BAS chart.
useEffect(() => {
if (!open || !company?.id) return
let cancelled = false
;(async () => {
const { data } = await supabase
.from('chart_of_accounts')
.select('account_number, account_name')
.eq('company_id', company.id)
.like('account_number', '19%')
.order('account_number', { ascending: true })
if (cancelled) return
setChartAccounts((data as ChartAccount[] | null) || [])
})()
return () => { cancelled = true }
}, [open, company?.id, supabase])
const allSelected = accounts.length > 0 && selected.size === accounts.length
const noneSelected = selected.size === 0
const sortedAccounts = useMemo(
() => [...accounts].sort((a, b) => (a.name || a.iban || '').localeCompare(b.name || b.iban || '')),
[accounts]
)
// Detect cases where the user routed two enabled accounts with different
// currencies to the same BAS account — usually a mistake, but allowed.
const currencyConflicts = useMemo(() => {
const byLedger = new Map<string, Set<string>>()
for (const a of accounts) {
if (!selected.has(a.uid)) continue
const ledger = ledgerByUid[a.uid]
if (!ledger) continue
if (!byLedger.has(ledger)) byLedger.set(ledger, new Set())
byLedger.get(ledger)!.add(a.currency)
}
return Array.from(byLedger.entries())
.filter(([, currencies]) => currencies.size > 1)
.map(([ledger, currencies]) => ({ ledger, currencies: Array.from(currencies) }))
}, [accounts, selected, ledgerByUid])
function toggle(uid: string) {
setSelected(prev => {
const next = new Set(prev)
if (next.has(uid)) next.delete(uid)
else next.add(uid)
return next
})
}
function selectAll() {
setSelected(new Set(accounts.map(a => a.uid)))
}
function selectNone() {
setSelected(new Set())
}
async function handleSave() {
if (noneSelected) {
toast({
title: 'Välj minst ett konto',
description: 'Avmarkera alla konton och koppla bort banken istället om inga konton ska synkas.',
variant: 'destructive',
})
return
}
// Block save when any enabled account has no ledger picked. The currency
// defaults cover SEK/EUR/USD/GBP; other currencies require an explicit pick.
const missingLedger = accounts.filter(a => selected.has(a.uid) && !ledgerByUid[a.uid])
if (missingLedger.length > 0) {
toast({
title: 'Välj bokföringskonto',
description: `Saknar bokföringskonto för: ${missingLedger.map(a => a.name || a.iban || a.uid).join(', ')}`,
variant: 'destructive',
})
return
}
// Block save when the user picked "Anpassat datum" but left the date blank.
// Without this guard, lookback.body is null and the PATCH would silently
// fall back to the backend's 120-day default — not what the user asked for.
if (
isInitialSelection &&
lookbackMode === 'custom' &&
customSubMode === 'date' &&
!lookback.body
) {
toast({
title: 'Ange startdatum',
description: 'Välj ett datum för att hämta historik, eller välj ett annat alternativ.',
variant: 'destructive',
})
return
}
setIsSaving(true)
// For the initial-selection path, open the progress modal up-front so the
// user has visible feedback during the 3060s backfill. Selection edits
// (no backfill) keep the existing toast-only feedback.
if (isInitialSelection) {
setProgressState({ kind: 'syncing' })
setProgressOpen(true)
onOpenChange(false)
}
try {
// Send a mapping entry per selected account. Account_mappings doesn't
// include disabled accounts — their existing ledger_account stays untouched.
const account_mappings = Array.from(selected).map(uid => ({
uid,
ledger_account: ledgerByUid[uid] || null,
}))
const response = await fetch('/api/extensions/ext/enable-banking/accounts', {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
connection_id: connectionId,
enabled_uids: Array.from(selected),
account_mappings,
...(isInitialSelection && lookback.body ? lookback.body : {}),
}),
})
const data = await response.json()
if (!response.ok) {
throw new Error(data.error || 'Kunde inte spara kontoval')
}
if (isInitialSelection && data.initial_sync) {
setProgressState({ kind: 'done', summary: data.initial_sync })
} else if (isInitialSelection && data.initial_sync_error) {
setProgressState({
kind: 'failed',
error: { message: 'Vi sparade kontovalet men kunde inte hämta transaktioner just nu. Vi försöker igen vid nästa körning.' },
})
} else {
toast({
title: 'Kontoval sparat',
description: `${data.enabled_count} av ${data.total_count} konton kommer synkas.`,
})
onOpenChange(false)
}
onSaved()
} catch (error) {
const message = error instanceof Error ? error.message : 'Kunde inte spara kontoval'
if (isInitialSelection) {
setProgressState({ kind: 'failed', error: { message } })
} else {
toast({
title: 'Fel',
description: message,
variant: 'destructive',
})
}
} finally {
setIsSaving(false)
}
}
const dayAfterSie = useMemo(() => {
if (!sieLastDate) return null
const d = new Date(sieLastDate)
d.setDate(d.getDate() + 1)
return d.toISOString().split('T')[0]
}, [sieLastDate])
const fiscalYearStart = useMemo(
() => getCurrentFiscalYearStart(companySettings),
[companySettings],
)
const previousFiscalYearStart = useMemo(
() => getPreviousFiscalYearStart(companySettings),
[companySettings],
)
// Resolve mode → concrete request payload and a "resolved from-date" for display.
const lookback = useMemo(() => {
if (lookbackMode === 'fast') {
return { body: { initial_lookback_days: 90 }, fromDate: null as string | null, days: 90 }
}
if (lookbackMode === 'fiscal-year') {
return { body: { initial_lookback_from_date: fiscalYearStart }, fromDate: fiscalYearStart, days: daysBetween(fiscalYearStart) }
}
// custom
const date = customSubMode === 'previous-fiscal-year' ? previousFiscalYearStart : customDate
if (date && /^\d{4}-\d{2}-\d{2}$/.test(date)) {
return { body: { initial_lookback_from_date: date }, fromDate: date, days: daysBetween(date) }
}
return { body: null as Record<string, string | number> | null, fromDate: null as string | null, days: 0 }
}, [lookbackMode, customSubMode, customDate, fiscalYearStart, previousFiscalYearStart])
const showLongRangeHelper = lookback.days > 90
return (
<>
<BankSyncProgressDialog
open={progressOpen}
onOpenChange={(next) => {
setProgressOpen(next)
// When the user closes the summary, propagate the saved/refresh
// signal to the parent (it would have been emitted on success earlier;
// this just guards the failure case where we still want a refresh).
if (!next) onSaved()
}}
bankName={bankName}
accounts={accounts.filter((a) => selected.has(a.uid))}
state={progressState}
/>
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-2xl">
<DialogHeader>
<DialogTitle>Välj konton att synka {bankName}</DialogTitle>
<DialogDescription>
{isInitialSelection
? 'Banken har gett åtkomst till följande konton. Avmarkera de konton du inte vill synka transaktioner från, och välj vilket bokföringskonto varje konto ska bokföras mot. Inga transaktioner hämtas innan du sparar.'
: 'Justera vilka konton som ska synkas och vilka bokföringskonton de bokförs mot. Konton du avmarkerar slutar synkas från nästa körning; redan importerade transaktioner ligger kvar.'}
</DialogDescription>
</DialogHeader>
{isInitialSelection && (
<div className="space-y-3 rounded-lg border border-border bg-muted/30 p-4 text-sm">
<div>
<label className="block text-xs font-medium uppercase tracking-wider text-muted-foreground">
Hämta historik från
</label>
<p className="mt-1 text-xs text-muted-foreground">
Vi börjar hämta transaktioner från det datum du väljer. Du behöver inte tänka i dagar.
</p>
</div>
{sieLastDate && dayAfterSie && (
<div className="flex items-start justify-between gap-3 rounded-md border border-border bg-background/60 p-3">
<p className="text-xs text-muted-foreground">
Senaste SIE-importen täcker till{' '}
<span className="font-medium tabular-nums text-foreground">{sieLastDate}</span>.
Vi föreslår{' '}
<span className="font-medium tabular-nums text-foreground">{dayAfterSie}</span>{' '}
som startdatum inget överlappar din bokföring.
</p>
<button
type="button"
className="shrink-0 text-xs text-foreground underline underline-offset-2"
onClick={() => {
setLookbackMode('custom')
setCustomSubMode('date')
setCustomDate(dayAfterSie)
}}
disabled={isSaving}
>
Använd detta datum
</button>
</div>
)}
<div className="space-y-2">
<label className="flex cursor-pointer items-start gap-2">
<input
type="radio"
name="lookback-mode"
value="fast"
checked={lookbackMode === 'fast'}
onChange={() => setLookbackMode('fast')}
disabled={isSaving}
className="mt-1"
/>
<span>
<span className="block">Senaste 90 dagar <span className="text-muted-foreground">(snabbt)</span></span>
</span>
</label>
<label className="flex cursor-pointer items-start gap-2">
<input
type="radio"
name="lookback-mode"
value="fiscal-year"
checked={lookbackMode === 'fiscal-year'}
onChange={() => setLookbackMode('fiscal-year')}
disabled={isSaving}
className="mt-1"
/>
<span>
<span className="block">Sedan räkenskapsårets början</span>
<span className="text-xs text-muted-foreground tabular-nums">
från {fiscalYearStart}
</span>
</span>
</label>
<label className="flex cursor-pointer items-start gap-2">
<input
type="radio"
name="lookback-mode"
value="custom"
checked={lookbackMode === 'custom'}
onChange={() => setLookbackMode('custom')}
disabled={isSaving}
className="mt-1"
/>
<span className="flex-1">
<span className="block">Anpassat datum</span>
{lookbackMode === 'custom' && (
<div className="mt-2 space-y-2">
<Select
value={customSubMode}
onValueChange={(v) => setCustomSubMode(v as CustomSubMode)}
disabled={isSaving}
>
<SelectTrigger className="w-full">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="date">Specifikt datum</SelectItem>
<SelectItem value="previous-fiscal-year">
Föregående räkenskapsårets start ({previousFiscalYearStart})
</SelectItem>
</SelectContent>
</Select>
{customSubMode === 'date' && (
<Input
type="date"
value={customDate}
onChange={(e) => setCustomDate(e.target.value)}
max={new Date().toISOString().split('T')[0]}
min={new Date(Date.now() - 365 * 24 * 60 * 60 * 1000).toISOString().split('T')[0]}
disabled={isSaving}
className="tabular-nums"
/>
)}
</div>
)}
</span>
</label>
</div>
{showLongRangeHelper && (
<p className="text-xs text-muted-foreground">
Din bank returnerar oftast max 90 dagar. Behöver du äldre transaktioner kan du{' '}
<Link
href="/import?mode=sie"
className="text-foreground underline underline-offset-2"
>
importera via SIE eller bankfil
</Link>
. Vi visar exakt vad banken returnerade efter sparat val.
</p>
)}
</div>
)}
<div className="flex items-center justify-between text-xs text-muted-foreground">
<span>
{selected.size} av {accounts.length} valda
</span>
<div className="flex gap-2">
<button
type="button"
onClick={selectAll}
disabled={allSelected || isSaving}
className="underline-offset-2 hover:underline disabled:opacity-50 disabled:no-underline"
>
Markera alla
</button>
<span aria-hidden>·</span>
<button
type="button"
onClick={selectNone}
disabled={noneSelected || isSaving}
className="underline-offset-2 hover:underline disabled:opacity-50 disabled:no-underline"
>
Avmarkera alla
</button>
</div>
</div>
{currencyConflicts.length > 0 && (
<div className="rounded-lg border border-border bg-muted/30 p-3 text-xs text-muted-foreground">
Varning: samma bokföringskonto används för flera valutor
{currencyConflicts.map(c => ` ${c.ledger} (${c.currencies.join(', ')})`).join(';')}.
Det fungerar tekniskt men gör årsskifte med valutaomvärdering svårare.
</div>
)}
<div className="max-h-[50vh] overflow-y-auto rounded-lg border border-border divide-y divide-border">
{sortedAccounts.map(account => {
const isChecked = selected.has(account.uid)
const ledger = ledgerByUid[account.uid] || ''
const ledgerExistsInChart = chartAccounts.some(c => c.account_number === ledger)
return (
<div
key={account.uid}
className="flex items-center gap-3 p-3 hover:bg-muted/50"
>
{/* Toggle area: label + Checkbox (a Radix Checkbox renders as
its own <button role="checkbox">, so wrapping it in another
<button> would be nested interactive elements — invalid HTML
that browsers silently flatten and breaks event routing). */}
<label className="flex flex-1 min-w-0 cursor-pointer items-center gap-3">
<Checkbox
checked={isChecked}
onCheckedChange={() => toggle(account.uid)}
disabled={isSaving}
/>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium truncate">
{account.name || account.iban || 'Okänt konto'}
<span className="ml-2 text-xs font-normal text-muted-foreground">
{account.currency}
</span>
</p>
{account.iban && (
<p className="text-xs text-muted-foreground tabular-nums">
{account.iban.replace(/(.{4})/g, '$1 ').trim()}
</p>
)}
</div>
{account.balance !== undefined && (
<p className="text-sm font-medium tabular-nums shrink-0">
{new Intl.NumberFormat('sv-SE', {
style: 'currency',
currency: account.currency,
}).format(account.balance)}
</p>
)}
</label>
{/* Ledger picker is a sibling of the label, not inside it —
otherwise clicking the Select would also toggle the checkbox. */}
<div className="w-44 shrink-0">
{isChecked && (
<Select
value={ledger}
onValueChange={(v) => setLedgerByUid(prev => ({ ...prev, [account.uid]: v }))}
disabled={isSaving}
>
<SelectTrigger className="w-full">
<SelectValue placeholder="Välj konto…" />
</SelectTrigger>
<SelectContent>
{/* Surface a non-existent default so the user can see/correct it. */}
{ledger && !ledgerExistsInChart && (
<SelectItem value={ledger} disabled>
{ledger} finns ej i kontoplan
</SelectItem>
)}
{chartAccounts.map(acc => (
<SelectItem key={acc.account_number} value={acc.account_number}>
<span className="tabular-nums">{acc.account_number}</span> {acc.account_name}
</SelectItem>
))}
</SelectContent>
</Select>
)}
</div>
</div>
)
})}
</div>
<DialogFooter>
<Button
type="button"
variant="outline"
onClick={() => onOpenChange(false)}
disabled={isSaving}
>
Avbryt
</Button>
<Button type="button" onClick={handleSave} disabled={isSaving || noneSelected}>
{isSaving ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
{isInitialSelection ? 'Sparar och hämtar transaktioner…' : 'Sparar…'}
</>
) : (
'Spara val'
)}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</>
)
}