Files
accounted/supabase/migrations/20260509103736_allow_draft_voucher_delete.sql
T
Jakob Wennberg d0fbc2b616 refactor(ui): app-wide UI/UX consistency pass (#436)
* refactor(ui): app-wide UI/UX consistency pass

Net: +1,159 / −1,373 LOC across 77 files. No new features, no behavior
changes. Locks in a uniform design system across every dashboard surface.

What changed:

- **Foundation**: sidebar width 232→256px (md:w-64), spacing scale locked
  (Tailwind 1/2/3/4/6/8/10/12; 2.5/5 forbidden), card padding p-6 default
  (p-4 for compact metric cards), space-y-8 between page sections.

- **Tables unified**: all 33 thead blocks now share the Resultatrapport
  pattern via shadcn Table primitive (text-[11px] font-medium uppercase
  tracking-wider text-muted-foreground). Hand-rolled <table> instances
  converted where they were data tables; form/edit grids kept distinct.

- **Status badges unified**: every status indicator routes through
  shadcn <Badge variant>. Eliminated raw Tailwind colors
  (bg-amber-100, bg-emerald-500/10, bg-blue-100, bg-purple-100, etc.)
  in favor of the gnubok semantic palette (success=sage, warning=ochre,
  destructive=terracotta).

- **Empty states unified**: list pages migrated from hand-rolled
  "flex flex-col items-center py-12" divs to the EmptyState primitive.

- **Loading skeletons unified**: hand-rolled bg-muted rounded animate-pulse
  divs replaced with shadcn <Skeleton> across 15 files.

- **Touch targets**: 6 back-buttons + edit-pencil + inbox delete bumped
  from 24/32/36px to shadcn's 40px icon default. Added aria-labels on
  9 icon-only navigation buttons.

- **Date formatting**: formatDate() for accounting data (ISO yyyy-MM-dd,
  table-friendly) vs formatDateLong() for metadata (Swedish long form).
  Raw {x.invoice_date} renderings routed through formatDate() in 18 sites.

- **Toast titles**: eliminated 33 generic "Fel" titles. Each toast title
  now carries the action ("Kunde inte skapa lönekörning" etc.) with
  description carrying the error detail.

- **Page-level cleanups**:
  - Dashboard: dropped greeting hero + Snabbåtgärder/Att hantera nav
    duplicates + Visa detaljer collapsible.
  - Reports: 5-col mega-menu replaced with left-rail layout
    (new ReportsNav component).
  - Bookkeeping: fixed layout jump between Verifikationer/Ny verifikation
    tabs (moved FiscalYearSelector inside journal tab).
  - Bookkeeping: added voucher sort (A1 first / latest first) alongside
    existing date sort. Required matching API param sort_by.
  - KPI page: FiscalYearSelector instead of raw <select>; InfoTooltip
    instead of inline info-button toggle; bigger numbers.
  - Salary section: enum values translated to Swedish labels, mobile
    table collapses to Anställd+Netto on <md, KPI typography aligned
    with dashboard.
  - Invoice forms: styled RequiredMark + aria-required, tabular-nums
    on amount inputs.

- **CLAUDE.md**: new "Design System Tokens" subsection documents the
  locked spacing scale, primitives table, typography rules, date helpers,
  and forbidden patterns so future contributors don't drift.

Tests: 2,906 passing (unchanged). Lint: unchanged from main baseline.

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

* fix: address PR review feedback (Greptile + compliance bot)

- **formatDate / formatDateLong timezone fix**: switch from new Date() to
  parseISO. Bare yyyy-MM-dd strings are now parsed as local midnight rather
  than UTC midnight, eliminating the off-by-one display in west-of-UTC
  timezones flagged by Greptile.

- **DashboardContentProps cleanup**: removed unused firstName and settings
  fields from the interface, and the corresponding fetch (profiles table)
  + computation in app/(dashboard)/page.tsx. The greeting was dropped in
  the dashboard cleanup; these props were dead weight.

- **Voucher sort behavior documented**: extended the comment in the journal
  entries API route to explain why voucher sort intentionally uses strict
  fiscal_period_id filtering (BFL 5 kap 6–7 §§ — voucher numbers are
  series-scoped within a fiscal year). The row-count delta between date
  sort and voucher sort is now a documented design choice.

- **delete_last_voucher migration + draft-delete test included**: the UI
  already shipped the "Radera utkast" path in the previous commit; this
  pulls in the backing RPC migration that allows draft deletes (with the
  full safety logic — drafts skip series/period checks since they have
  voucher_number=0, posted entries go through the existing unchanged
  path). This was originally meant for a separate PR but the UI shipped
  half the feature without it.

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

* chore(migration): rename to match applied version

The function delete_last_voucher is already applied to the production DB
under version 20260509103736 (verified via pg_get_functiondef — exact
byte-for-byte match to file content). The previous file timestamp
20260509120000 would cause a fresh `supabase db push` to attempt re-applying
under a different version row. Renaming the file aligns local tracking
with what the database actually has.

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

* fix: address compliance bot findings (payroll label + VAT visibility)

- sick_karens label: drop "(första sjukdagen)" qualifier. Per sjuklönelagen
  6 §, karensavdrag is a single calculated amount (20% of one week's
  sjuklön) deducted from the first sick day's pay — not bounded to the
  first day. The qualifier could mislead users when the first sick day
  and return-to-work span a weekend. Swedish-payroll bot recommendation.

- Omvänd skattskyldighet badge: variant outline → warning. The reverse-
  charge indicator is compliance-critical (ML 16 kap) — missing it leads
  to incorrect input VAT deduction. Outline was too subtle; warning's
  ochre fill matches its semantic weight.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 16:34:07 +02:00

187 lines
5.8 KiB
PL/PgSQL

-- Allow delete_last_voucher RPC to delete draft entries.
--
-- Background: createJournalEntry does createDraft + commit atomically. If
-- commit fails the orphan draft is now cancelled (commit 28df5d85), but
-- legacy drafts created before that fix remain stuck — the previous RPC
-- only accepted status='posted'. There is no UI path to remove them.
--
-- Drafts are not part of the verifikationsserie (voucher_number = 0,
-- never assigned a sequence number) and are not bokförda under BFL.
-- Deletion of a draft does not affect the audit trail and does not
-- require the same protections as posted entries.
--
-- For drafts we skip:
-- * last-in-series check (drafts have no number)
-- * voucher_sequences row update (no number was issued)
-- * reverses_id un-reversal (drafts cannot be reversed)
-- * fiscal-period closed/locked check (drafts are not posted)
--
-- We keep:
-- * owner/admin role gate
-- * audit_log entry
-- * gnubok.allow_delete flag so the line-immutability trigger lets
-- the cascade delete its rows
--
-- For posted entries the existing logic is unchanged.
CREATE OR REPLACE FUNCTION public.delete_last_voucher(p_company_id uuid, p_entry_id uuid)
RETURNS jsonb
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path TO 'public'
AS $function$
DECLARE
v_entry record;
v_period record;
v_max_voucher integer;
v_ref_count integer;
v_caller_role text;
v_snapshot jsonb;
v_lines_snapshot jsonb;
BEGIN
SELECT cm.role INTO v_caller_role
FROM company_members cm
WHERE cm.company_id = p_company_id
AND cm.user_id = auth.uid();
IF v_caller_role IS NULL OR v_caller_role NOT IN ('owner', 'admin') THEN
RAISE EXCEPTION 'Only company owners and admins can delete vouchers';
END IF;
SELECT * INTO v_entry
FROM journal_entries
WHERE id = p_entry_id
AND company_id = p_company_id
FOR UPDATE;
IF v_entry IS NULL THEN
RAISE EXCEPTION 'Journal entry not found';
END IF;
IF v_entry.status NOT IN ('posted', 'draft') THEN
RAISE EXCEPTION 'Only posted or draft entries can be deleted (current status: %)', v_entry.status;
END IF;
-- Snapshot for audit log (same shape for draft and posted)
SELECT jsonb_agg(to_jsonb(l)) INTO v_lines_snapshot
FROM journal_entry_lines l
WHERE l.journal_entry_id = p_entry_id;
v_snapshot := to_jsonb(v_entry) || jsonb_build_object('lines', COALESCE(v_lines_snapshot, '[]'::jsonb));
-- Draft path: simplified deletion (no series, no period checks needed)
IF v_entry.status = 'draft' THEN
PERFORM set_config('gnubok.allow_delete', 'true', true);
UPDATE document_attachments
SET journal_entry_id = NULL
WHERE journal_entry_id = p_entry_id;
DELETE FROM journal_entries WHERE id = p_entry_id;
INSERT INTO audit_log (user_id, action, table_name, record_id, actor_id, old_state, description)
VALUES (
v_entry.user_id,
'DELETE',
'journal_entries',
p_entry_id,
auth.uid(),
v_snapshot,
'Deleted draft journal entry (delete_last_voucher RPC, caller: ' || auth.uid() || ')'
);
RETURN jsonb_build_object(
'deleted', true,
'voucher_series', v_entry.voucher_series,
'voucher_number', v_entry.voucher_number,
'was_draft', true
);
END IF;
-- Posted path: existing logic unchanged
SELECT * INTO v_period
FROM fiscal_periods
WHERE id = v_entry.fiscal_period_id
FOR UPDATE;
IF v_period.is_closed THEN
RAISE EXCEPTION 'Cannot delete voucher in a closed fiscal period';
END IF;
IF v_period.locked_at IS NOT NULL THEN
RAISE EXCEPTION 'Cannot delete voucher in a locked fiscal period';
END IF;
PERFORM 1 FROM voucher_sequences
WHERE company_id = p_company_id
AND fiscal_period_id = v_entry.fiscal_period_id
AND voucher_series = v_entry.voucher_series
FOR UPDATE;
SELECT MAX(voucher_number) INTO v_max_voucher
FROM journal_entries
WHERE company_id = p_company_id
AND fiscal_period_id = v_entry.fiscal_period_id
AND voucher_series = v_entry.voucher_series
AND status NOT IN ('cancelled', 'draft');
IF v_entry.voucher_number != v_max_voucher THEN
RAISE EXCEPTION 'Kan bara radera det sista verifikatet i serien. % har nummer % men senaste är %',
v_entry.voucher_series, v_entry.voucher_number, v_max_voucher;
END IF;
SELECT COUNT(*) INTO v_ref_count
FROM journal_entries
WHERE company_id = p_company_id
AND status != 'cancelled'
AND (reverses_id = p_entry_id OR correction_of_id = p_entry_id);
IF v_ref_count > 0 THEN
RAISE EXCEPTION 'Cannot delete: other entries reference this voucher (% references)',
v_ref_count;
END IF;
IF v_entry.reverses_id IS NOT NULL THEN
PERFORM set_config('gnubok.allow_delete', 'true', true);
UPDATE journal_entries
SET status = 'posted', reversed_by_id = NULL
WHERE id = v_entry.reverses_id
AND company_id = p_company_id;
END IF;
PERFORM set_config('gnubok.allow_delete', 'true', true);
UPDATE document_attachments
SET journal_entry_id = NULL
WHERE journal_entry_id = p_entry_id;
DELETE FROM journal_entries WHERE id = p_entry_id;
UPDATE voucher_sequences
SET last_number = GREATEST(last_number - 1, 0)
WHERE company_id = p_company_id
AND fiscal_period_id = v_entry.fiscal_period_id
AND voucher_series = v_entry.voucher_series;
INSERT INTO audit_log (user_id, action, table_name, record_id, actor_id, old_state, description)
VALUES (
v_entry.user_id,
'DELETE',
'journal_entries',
p_entry_id,
auth.uid(),
v_snapshot,
'Deleted voucher ' || v_entry.voucher_series || v_entry.voucher_number ||
' (delete_last_voucher RPC, caller: ' || auth.uid() || ')'
);
RETURN jsonb_build_object(
'deleted', true,
'voucher_series', v_entry.voucher_series,
'voucher_number', v_entry.voucher_number
);
END;
$function$;
NOTIFY pgrst, 'reload schema';