Per-line VAT rates: - Add generatePerRateLines() to group invoice items by vat_rate with separate revenue + VAT lines per rate group (invoice-entries.ts) - Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts) - PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices - Invoice create/review UI supports per-line rate selection - Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput Invoice document types (proforma, delivery note): - Add InvoiceDocumentType, document_type and converted_from_id to Invoice type - PDF hides prices for delivery notes, adds proforma notice - Email templates support all document types - mark-paid skips journal entries for non-invoice document types - Migration 031: invoice_document_type Accounting method support: - Add AccountingMethod type (accrual/cash) - Migration 032: add_accounting_method column to company_settings VAT declaration rewrite: - Rewrite to read directly from general ledger (26xx/3xxx account lines) instead of aggregating invoices/transactions/receipts - ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances Bank reconciliation: - Transaction ingest now pre-fetches unlinked GL lines and attempts auto-reconciliation during import - Add transaction.reconciled event type - Add ReconciliationMethod type and reconciliation_method on Transaction - Migration 030: bank_reconciliation - New reconciliation engine, API routes, and BankReconciliationView component Pagination (fetchAllRows): - New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit - Adopted in all report generators, SIE/SRU export, account list APIs Fiscal period validation: - New validate-period-duration.ts enforces max 18 months per BFL 3 kap. - Applied in period-service.ts and fiscal-periods API Account mapper simplification: - Remove Levenshtein/fuzzy matching, use exact account number match only Swedbank parser improvements: - Support abbreviated headers (Clnr, Bokfdag, Radnr) - Use Referens column as counterparty Chart of accounts management: - Add DELETE endpoint with system account and usage protection - PUT uses partial updates - New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager Tax deadline corrections: - Rewrite inkomstdeklaration_ab using Skatteverket lookup table - Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3 Onboarding first fiscal year: - Add first fiscal year toggle with date pickers and 18-month validation UI terminology: - Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout Report column fix: - Fix start_date/end_date to period_start/period_end in report queries Supplier invoice input: - CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept) Misc: - SIE import uses upsert for idempotent account creation - account-descriptions.ts falls back to BAS reference data - Add invoice_default_notes to CompanySettings - Update CLAUDE.md to reflect current project state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
478 lines
17 KiB
TypeScript
478 lines
17 KiB
TypeScript
'use client'
|
|
|
|
import { useState, useCallback } from 'react'
|
|
import { motion, useMotionValue, useTransform, AnimatePresence, type PanInfo } from 'framer-motion'
|
|
import { Card, CardContent, CardHeader } from '@/components/ui/card'
|
|
import { Button } from '@/components/ui/button'
|
|
import { Badge } from '@/components/ui/badge'
|
|
import { formatCurrency, formatDate } from '@/lib/utils'
|
|
import { checkExpenseWarnings } from '@/lib/tax/expense-warnings'
|
|
import { X, ArrowLeft, ArrowRight, Building, AlertTriangle, Check, FileText, Link2, Receipt as ReceiptIcon, SkipForward } from 'lucide-react'
|
|
import type { Transaction, TransactionCategory, Invoice, Customer } from '@/types'
|
|
import type { SuggestedCategory } from '@/lib/transactions/category-suggestions'
|
|
|
|
interface TransactionWithInvoice extends Transaction {
|
|
potential_invoice?: Invoice & { customer?: Customer }
|
|
}
|
|
|
|
interface SwipeCategorizationViewProps {
|
|
transactions: TransactionWithInvoice[]
|
|
suggestions?: Record<string, SuggestedCategory[]>
|
|
onCategorize: (id: string, isBusiness: boolean, category?: TransactionCategory) => Promise<boolean>
|
|
onMatchInvoice?: (transactionId: string, invoiceId: string) => Promise<boolean>
|
|
onClose: () => void
|
|
}
|
|
|
|
const expenseCategories: { value: TransactionCategory; label: string }[] = [
|
|
{ value: 'expense_equipment', label: 'Utrustning' },
|
|
{ value: 'expense_software', label: 'Programvara' },
|
|
{ value: 'expense_travel', label: 'Resor' },
|
|
{ value: 'expense_office', label: 'Kontor' },
|
|
{ value: 'expense_marketing', label: 'Marknadsföring' },
|
|
{ value: 'expense_professional_services', label: 'Konsulter' },
|
|
{ value: 'expense_education', label: 'Utbildning' },
|
|
{ value: 'expense_bank_fees', label: 'Bankavgift' },
|
|
{ value: 'expense_card_fees', label: 'Kortavgift' },
|
|
{ value: 'expense_currency_exchange', label: 'Valutaväxling' },
|
|
{ value: 'expense_other', label: 'Övrigt' },
|
|
]
|
|
|
|
const incomeCategories: { value: TransactionCategory; label: string }[] = [
|
|
{ value: 'income_services', label: 'Tjänster' },
|
|
{ value: 'income_products', label: 'Produkter' },
|
|
{ value: 'income_other', label: 'Övrigt' },
|
|
]
|
|
|
|
export default function SwipeCategorizationView({
|
|
transactions,
|
|
suggestions,
|
|
onCategorize,
|
|
onMatchInvoice,
|
|
onClose,
|
|
}: SwipeCategorizationViewProps) {
|
|
const [showAllCategories, setShowAllCategories] = useState(false)
|
|
const [currentIndex, setCurrentIndex] = useState(0)
|
|
const [showCategorySelect, setShowCategorySelect] = useState(false)
|
|
const [isProcessing, setIsProcessing] = useState(false)
|
|
const [error, setError] = useState<string | null>(null)
|
|
|
|
const currentTransaction = transactions[currentIndex]
|
|
const warnings = currentTransaction
|
|
? checkExpenseWarnings(currentTransaction.description)
|
|
: []
|
|
|
|
const x = useMotionValue(0)
|
|
const rotate = useTransform(x, [-200, 0, 200], [-15, 0, 15])
|
|
const opacity = useTransform(x, [-200, -100, 0, 100, 200], [0.5, 1, 1, 1, 0.5])
|
|
|
|
const businessIndicatorOpacity = useTransform(x, [0, 100, 200], [0, 0.5, 1])
|
|
const skipIndicatorOpacity = useTransform(x, [-200, -100, 0], [1, 0.5, 0])
|
|
|
|
const moveToNext = useCallback(() => {
|
|
x.set(0)
|
|
if (currentIndex < transactions.length - 1) {
|
|
setCurrentIndex(currentIndex + 1)
|
|
} else {
|
|
onClose()
|
|
}
|
|
}, [x, currentIndex, transactions.length, onClose])
|
|
|
|
const handleDrag = useCallback(
|
|
(_event: MouseEvent | TouchEvent | PointerEvent, info: PanInfo) => {
|
|
if (isProcessing) return
|
|
x.set(info.offset.x)
|
|
},
|
|
[isProcessing, x]
|
|
)
|
|
|
|
const handleDragEnd = useCallback(
|
|
async (_event: MouseEvent | TouchEvent | PointerEvent, info: PanInfo) => {
|
|
if (isProcessing || !currentTransaction) return
|
|
|
|
const mx = info.offset.x
|
|
const vx = Math.abs(info.velocity.x)
|
|
const shouldSwipe = Math.abs(mx) > 100 || vx > 500
|
|
|
|
if (shouldSwipe) {
|
|
if (mx > 0) {
|
|
// Swipe right = categorize as business
|
|
if (currentTransaction.amount < 0) {
|
|
// Show category selector for business expenses
|
|
setShowCategorySelect(true)
|
|
x.set(0)
|
|
} else {
|
|
setIsProcessing(true)
|
|
setError(null)
|
|
try {
|
|
const success = await onCategorize(
|
|
currentTransaction.id,
|
|
true,
|
|
'income_other'
|
|
)
|
|
if (success) {
|
|
moveToNext()
|
|
} else {
|
|
setError('Kunde inte bokföra. Tryck "Hoppa över" för att gå vidare.')
|
|
}
|
|
} catch {
|
|
setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
|
|
} finally {
|
|
setIsProcessing(false)
|
|
}
|
|
}
|
|
} else {
|
|
// Swipe left = skip
|
|
moveToNext()
|
|
}
|
|
} else {
|
|
x.set(0)
|
|
}
|
|
},
|
|
[isProcessing, currentTransaction, onCategorize, x, moveToNext]
|
|
)
|
|
|
|
const handleCategorySelect = async (category: TransactionCategory) => {
|
|
setIsProcessing(true)
|
|
setError(null)
|
|
try {
|
|
const success = await onCategorize(currentTransaction.id, true, category)
|
|
if (success) {
|
|
setShowCategorySelect(false)
|
|
moveToNext()
|
|
} else {
|
|
setError('Kunde inte bokföra. Tryck "Hoppa över" för att gå vidare.')
|
|
}
|
|
} catch {
|
|
setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
|
|
} finally {
|
|
setIsProcessing(false)
|
|
}
|
|
}
|
|
|
|
const handleMatchInvoice = async () => {
|
|
if (!currentTransaction.potential_invoice || !onMatchInvoice) return
|
|
|
|
setIsProcessing(true)
|
|
setError(null)
|
|
try {
|
|
const success = await onMatchInvoice(
|
|
currentTransaction.id,
|
|
currentTransaction.potential_invoice.id
|
|
)
|
|
if (success) {
|
|
moveToNext()
|
|
} else {
|
|
setError('Kunde inte matcha faktura. Tryck "Hoppa över" för att gå vidare.')
|
|
}
|
|
} catch {
|
|
setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
|
|
} finally {
|
|
setIsProcessing(false)
|
|
}
|
|
}
|
|
|
|
const handleSkip = useCallback(() => {
|
|
setError(null)
|
|
setShowCategorySelect(false)
|
|
moveToNext()
|
|
}, [moveToNext])
|
|
|
|
if (!currentTransaction) {
|
|
return (
|
|
<div className="fixed inset-0 bg-background z-50 flex flex-col items-center justify-center">
|
|
<div className="text-center">
|
|
<div className="h-16 w-16 rounded-full bg-success/10 flex items-center justify-center mx-auto mb-4">
|
|
<Check className="h-8 w-8 text-success" />
|
|
</div>
|
|
<h2 className="text-2xl font-bold">Klart!</h2>
|
|
<p className="text-muted-foreground mt-2">
|
|
Alla transaktioner är nu bokförda
|
|
</p>
|
|
<Button onClick={onClose} className="mt-6">
|
|
Tillbaka till transaktioner
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|
|
|
|
if (showCategorySelect) {
|
|
const categories =
|
|
currentTransaction.amount > 0 ? incomeCategories : expenseCategories
|
|
|
|
return (
|
|
<div className="fixed inset-0 bg-background z-50 flex flex-col">
|
|
<div className="flex items-center justify-between p-4 border-b">
|
|
<Button variant="ghost" size="icon" onClick={() => setShowCategorySelect(false)}>
|
|
<ArrowLeft className="h-5 w-5" />
|
|
</Button>
|
|
<h1 className="font-semibold">Välj kategori</h1>
|
|
<div className="w-10" />
|
|
</div>
|
|
|
|
<div className="flex-1 overflow-auto p-4">
|
|
<Card className="mb-4">
|
|
<CardContent className="pt-4">
|
|
<p className="font-medium">{currentTransaction.description}</p>
|
|
<p className="text-2xl font-bold mt-2">
|
|
{formatCurrency(Math.abs(currentTransaction.amount), currentTransaction.currency)}
|
|
</p>
|
|
</CardContent>
|
|
</Card>
|
|
|
|
{error && (
|
|
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm mb-4">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
<div className="space-y-2">
|
|
{categories.map((cat) => (
|
|
<Button
|
|
key={cat.value}
|
|
variant="outline"
|
|
className="w-full justify-start h-auto py-3"
|
|
onClick={() => handleCategorySelect(cat.value)}
|
|
disabled={isProcessing}
|
|
>
|
|
{cat.label}
|
|
</Button>
|
|
))}
|
|
</div>
|
|
|
|
<Button
|
|
variant="ghost"
|
|
className="w-full mt-4 text-muted-foreground"
|
|
onClick={handleSkip}
|
|
>
|
|
<SkipForward className="mr-2 h-4 w-4" />
|
|
Hoppa över
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|
|
|
|
return (
|
|
<div className="fixed inset-0 bg-background z-50 flex flex-col">
|
|
{/* Header */}
|
|
<div className="flex items-center justify-between p-4 border-b">
|
|
<Button variant="ghost" size="icon" onClick={onClose}>
|
|
<X className="h-5 w-5" />
|
|
</Button>
|
|
<div className="text-center">
|
|
<p className="text-sm text-muted-foreground">
|
|
{currentIndex + 1} av {transactions.length}
|
|
</p>
|
|
</div>
|
|
<div className="w-10" />
|
|
</div>
|
|
|
|
{/* Instructions */}
|
|
<div className="flex justify-between px-8 py-4 text-sm">
|
|
<div className="flex items-center gap-2 text-muted-foreground">
|
|
<ArrowLeft className="h-4 w-4" />
|
|
<SkipForward className="h-4 w-4" />
|
|
<span>Hoppa över</span>
|
|
</div>
|
|
<div className="flex items-center gap-2 text-muted-foreground">
|
|
<span>Bokför</span>
|
|
<Building className="h-4 w-4" />
|
|
<ArrowRight className="h-4 w-4" />
|
|
</div>
|
|
</div>
|
|
|
|
{/* Card stack */}
|
|
<div className="flex-1 flex items-center justify-center px-4 relative">
|
|
{/* Swipe indicators */}
|
|
<motion.div
|
|
className="absolute left-8 flex items-center gap-2 text-muted-foreground"
|
|
style={{ opacity: skipIndicatorOpacity }}
|
|
>
|
|
<SkipForward className="h-8 w-8" />
|
|
<span className="font-semibold">Hoppa över</span>
|
|
</motion.div>
|
|
|
|
<motion.div
|
|
className="absolute right-8 flex items-center gap-2 text-success"
|
|
style={{ opacity: businessIndicatorOpacity }}
|
|
>
|
|
<span className="font-semibold">Företag</span>
|
|
<Building className="h-8 w-8" />
|
|
</motion.div>
|
|
|
|
<AnimatePresence>
|
|
<motion.div
|
|
key={currentTransaction.id}
|
|
drag="x"
|
|
dragConstraints={{ left: 0, right: 0 }}
|
|
dragElastic={1}
|
|
onDrag={handleDrag}
|
|
onDragEnd={handleDragEnd}
|
|
style={{ x, rotate, opacity }}
|
|
className="w-full max-w-sm touch-none cursor-grab active:cursor-grabbing"
|
|
>
|
|
<Card className="shadow-lg">
|
|
<CardHeader>
|
|
<div className="flex items-center justify-between">
|
|
<Badge variant="outline">{formatDate(currentTransaction.date)}</Badge>
|
|
<div className="flex items-center gap-2">
|
|
{currentTransaction.receipt_id && (
|
|
<Badge variant="secondary" className="gap-1">
|
|
<ReceiptIcon className="h-3 w-3" />
|
|
Kvitto
|
|
</Badge>
|
|
)}
|
|
<Badge>{currentTransaction.currency}</Badge>
|
|
</div>
|
|
</div>
|
|
</CardHeader>
|
|
<CardContent className="space-y-4">
|
|
<p className="text-lg font-medium">{currentTransaction.description}</p>
|
|
|
|
<p
|
|
className={`text-3xl font-bold ${
|
|
currentTransaction.amount > 0 ? 'text-success' : ''
|
|
}`}
|
|
>
|
|
{currentTransaction.amount > 0 ? '+' : ''}
|
|
{formatCurrency(currentTransaction.amount, currentTransaction.currency)}
|
|
</p>
|
|
|
|
{/* Potential Invoice Match */}
|
|
{currentTransaction.potential_invoice && (
|
|
<div className="p-4 rounded-lg border-2 border-success/40 bg-success/5 space-y-2">
|
|
<div className="flex items-center justify-between">
|
|
<div className="flex items-center gap-2 text-success">
|
|
<FileText className="h-5 w-5" />
|
|
<span className="font-semibold text-sm">Fakturamatchning hittad</span>
|
|
</div>
|
|
<Badge variant="outline" className="text-success border-success">
|
|
Match
|
|
</Badge>
|
|
</div>
|
|
<div className="text-sm">
|
|
<p className="font-medium">
|
|
Faktura {currentTransaction.potential_invoice.invoice_number}
|
|
</p>
|
|
<p className="text-muted-foreground">
|
|
{currentTransaction.potential_invoice.customer?.name || 'Okänd kund'}
|
|
</p>
|
|
<p className="font-medium text-success">
|
|
{formatCurrency(
|
|
currentTransaction.potential_invoice.total,
|
|
currentTransaction.potential_invoice.currency
|
|
)}
|
|
</p>
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Warnings */}
|
|
{warnings.length > 0 && (
|
|
<div className="space-y-2 pt-4 border-t">
|
|
{warnings.map((warning, idx) => (
|
|
<div
|
|
key={idx}
|
|
className={`flex items-start gap-2 p-2 rounded text-sm ${
|
|
warning.warningLevel === 'danger'
|
|
? 'bg-destructive/10 text-destructive'
|
|
: warning.warningLevel === 'warning'
|
|
? 'bg-warning/10 text-warning-foreground'
|
|
: 'bg-muted'
|
|
}`}
|
|
>
|
|
<AlertTriangle className="h-4 w-4 flex-shrink-0 mt-0.5" />
|
|
<div>
|
|
<p className="font-medium">{warning.category}</p>
|
|
<p className="text-xs opacity-90">{warning.message}</p>
|
|
</div>
|
|
</div>
|
|
))}
|
|
</div>
|
|
)}
|
|
</CardContent>
|
|
</Card>
|
|
</motion.div>
|
|
</AnimatePresence>
|
|
</div>
|
|
|
|
{/* Action buttons */}
|
|
<div className="p-4 border-t">
|
|
<div className="flex flex-col gap-3 max-w-sm mx-auto">
|
|
{/* Error message */}
|
|
{error && (
|
|
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
{/* Invoice match button - primary action when there's a match */}
|
|
{currentTransaction.potential_invoice && onMatchInvoice && (
|
|
<Button
|
|
className="w-full bg-success hover:bg-success/90 text-success-foreground"
|
|
onClick={handleMatchInvoice}
|
|
disabled={isProcessing}
|
|
>
|
|
<Link2 className="mr-2 h-4 w-4" />
|
|
Matcha med Faktura {currentTransaction.potential_invoice.invoice_number}
|
|
</Button>
|
|
)}
|
|
|
|
{/* Suggested categories - shown as quick-select buttons */}
|
|
{suggestions && suggestions[currentTransaction.id] && suggestions[currentTransaction.id].length > 0 && (
|
|
<div className="space-y-2">
|
|
<p className="text-xs text-muted-foreground text-center">Föreslagna kategorier</p>
|
|
<div className="grid grid-cols-2 gap-2">
|
|
{suggestions[currentTransaction.id].map((suggestion) => (
|
|
<Button
|
|
key={suggestion.category}
|
|
variant="outline"
|
|
className="h-auto py-2.5 px-3 text-left justify-start border-primary/30 hover:border-primary hover:bg-primary/5"
|
|
onClick={() => handleCategorySelect(suggestion.category)}
|
|
disabled={isProcessing}
|
|
>
|
|
<div className="flex flex-col">
|
|
<span className="text-sm font-medium">{suggestion.label}</span>
|
|
{suggestion.account && (
|
|
<span className="text-xs text-muted-foreground">{suggestion.account}</span>
|
|
)}
|
|
</div>
|
|
</Button>
|
|
))}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* Categorization button */}
|
|
<Button
|
|
className="w-full"
|
|
onClick={() => {
|
|
if (currentTransaction.amount < 0) {
|
|
setShowCategorySelect(true)
|
|
} else {
|
|
handleCategorySelect('income_other')
|
|
}
|
|
}}
|
|
disabled={isProcessing}
|
|
>
|
|
<Building className="mr-2 h-4 w-4" />
|
|
Bokför
|
|
</Button>
|
|
|
|
{/* Skip button - always visible */}
|
|
<Button
|
|
variant="ghost"
|
|
className="w-full text-muted-foreground"
|
|
onClick={handleSkip}
|
|
disabled={isProcessing}
|
|
>
|
|
<SkipForward className="mr-2 h-4 w-4" />
|
|
Hoppa över
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|