a7be1aab17
* feat: import system improvements, INK2 fix, and Swedish text corrections - SIE parser: Windows-1252 and CP437 encoding detection and decoding - Bank file parser: add Nordea Business (Företag) CSV format - Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV - INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years - Dashboard: parallel Supabase queries, simplified dashboard page - Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures - Import wizard UI improvements across all steps - Migration: add 'bas_range' match type to sie_account_mappings constraint - Extensive new tests for SIE parser encoding and bank file parser Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding Arcim migration wizard improvements: - Progress bar now excludes non-interactive steps (migrating/result) - Fix OAuth text to match target="_blank" behavior (new tab, not redirect) - Display month names instead of "Månad X" in preview - Fix Swedish typo "förifylla" in no-company-info message - Replace native checkboxes with shadcn Switch in options step - Add ConfirmationDialog before starting migration - Show progress percentage during migration - Add "Nästa steg" guidance and navigation links in result step - Add "Försök igen" button in error state (returns to options) - Add Bokio company ID help text (GUID from URL) - Add Fortnox integration add-on hint on connection failure Also includes: SIE import system improvements, INK2 fixes, Swedish text corrections, Sentry error tracking setup, and arcim-migration extension scaffolding. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback - Fix OAuth error recovery blank page (restore provider from URL params) - Pass real userId to MigrationWizard instead of empty string - Remove ~50 debug console.log statements from sie-import.ts - Fix comment referencing account 3740 → 3741 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: comprehensive UI design audit and normalization Dashboard audit: - Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA - Add prefers-reduced-motion media query for all animations - Replace border-l-2 accent anti-pattern with subtle full-border colors - Add aria-expanded to toggle buttons, role="status" to live counters - Fix touch targets on deadline buttons (28px → 36px) - Vary section spacing for rhythm (mb-12/mb-10/mb-8) - Remove unused imports and dead code Transactions audit + hardening: - Add pagination (200 per page) with "Ladda fler" button - Replace height animation with transform-only exit animation - Show batch progress in floating action bar during processing - Fix batch bar mobile overlap (bottom-20 on mobile) - Replace clickable badges with proper button elements - Add safe area padding to fullscreen swipe view - Add response.ok check to suggestion fetch - Add truncation to invoice number buttons Invoicing audit: - Remove border-l-4 accent pattern from invoice cards - Replace string concatenation with cn() utility Systemic sweep (34 files): - All page headings: font-bold → font-display font-medium (Fraunces) - All stat numbers: font-bold → font-display font-medium tabular-nums - All hard-coded blue/amber/emerald colors → design tokens - Remove all dark mode overrides (tokens handle automatically) - Tint pure white card background to 99% Design context added to CLAUDE.md with brand personality, aesthetic direction, and 5 design principles. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: bookkeeping flow audit — design system, accessibility, UX - Replace raw <select> with shadcn Select component (JournalEntryForm) - Add confirmation dialog for account deletion (ChartOfAccountsManager) - Remove console.error from production code (JournalEntryList, JournalEntryForm) - Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager) - Increase BAS catalog "Lägg till" touch target h-7 → h-9 - Improve loading state with spinner (JournalEntryList) - Improve empty state with icon, description, and guidance (JournalEntryList) - Add response.ok check on journal entry fetch - Add aria-expanded to entry expand buttons - Add tabular-nums to desktop debit/credit columns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: onboarding and empty state improvements Onboarding: - Replace font-serif with font-display (Fraunces) for brand consistency - Remove console.error calls from production code Empty states: - Fix broken /transactions/new link in EmptyTransactions (route doesn't exist) - Add actionHref fallback to EmptyCustomers when no onAction prop provided - Improve EmptyTransactions description copy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: clarify Swedish UX copy — terminology, errors, descriptions Terminology consistency: - "Försenad" → "Förfallen" for overdue invoices (customers/[id]) - "bokföringsorder" → actionable description in bookkeeping page - "verifikation har bifogats" → "underlag har bifogats" in doc warning - "Fortsätt ändå" → "Bokför utan underlag" (specific action) Error messages — replace generic "Fel" + "Något gick fel" with specific: - "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras" - "Något gick fel vid matchning" → "Transaktionen kunde inte matchas" - "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint - Add "Försök igen" guidance to all error toasts Page descriptions — replace redundant with actionable: - Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor" - Bookkeeping: list of features → actionable description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: design critique — dashboard affordance, reports description Dashboard: - Add ChevronRight indicator to clickable summary cards (Att få betalt, Koppla bank) to distinguish from static cards - Add cursor-pointer to linked cards Reports: - Replace feature list description with actionable guidance "Huvudbok, grundbok..." → "Generera skattedeklarationer..." Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace generic "Fel" error toasts with specific messages Deadlines: 5 generic "Fel" → specific per-action titles (create, toggle, edit, delete, load) Expenses detail: 5 generic "Fel" → specific per-action titles (load, approve, pay, credit, delete) Expenses new: 3 generic "Fel" → instructional validation messages (supplier name, supplier selection, invoice number) Customers: 1 generic "Fel" → specific load error with recovery hint All error toasts now follow pattern: title = what failed, description = how to recover Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace all remaining generic "Fel" error toasts (37 instances) Systematic sweep across 12 dashboard pages replacing generic title: 'Fel' with context-specific error titles: - Load errors: "Kunde inte ladda [resurs]" - Action errors: "[Åtgärd] misslyckades" - Validation: "[Fält] saknas" Every error toast now tells the user what failed without needing to read the description. Recovery hints added where missing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: import flow — normalize stat typography, remove console.warn - Replace font-bold with font-display font-medium on 13 stat numbers across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep, ImportResultStep (missed by systemic sweep since these are in components/import/, not app/(dashboard)/) - Add tabular-nums to stat numbers displaying counts/currency - Remove console.warn in ArcimMigrationWorkspace Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: final cleanup — console statements, remaining font-bold stats Remove production console statements: - Step1EntityType: remove debug console.warn (dead code after onNext) - TransactionBookingDialog: remove console.error on doc link failure - JournalEntryAttachments: remove 3 console.error calls Normalize remaining font-bold stat displays: - SwipeCategorizationView: 3 instances (completion, amount displays) - NEDeclarationView: yearly result heading + value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback loadMoreTransactions: add inbox item enrichment matching fetchTransactions - Paginated transactions now fetch invoice_inbox_items in parallel - Fixes missing document indicator, template suggestions, and inbox match card for transactions loaded via "Ladda fler" fetchAllPages: add maxPages guard (default 500) to prevent infinite loop - If Arcim gateway returns hasMore:true indefinitely, the loop now exits after 500 pages instead of running forever Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
342 lines
12 KiB
TypeScript
342 lines
12 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback } from 'react'
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import { Button } from '@/components/ui/button'
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import { Badge } from '@/components/ui/badge'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
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import { useToast } from '@/components/ui/use-toast'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { ArrowUpRight, ArrowDownRight, Check, Paperclip, ChevronDown, ChevronUp, AlertTriangle } from 'lucide-react'
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import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
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import type { BookingTemplate } from '@/lib/bookkeeping/booking-templates'
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import JournalEntryPreview from './JournalEntryPreview'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import VatTreatmentSelect from './VatTreatmentSelect'
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import { VAT_TREATMENT_OPTIONS } from './transaction-types'
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import type { TransactionWithInvoice } from './transaction-types'
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import type { TransactionCategory, VatTreatment, BASAccount, EntityType } from '@/types'
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interface QuickReviewDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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transaction: TransactionWithInvoice | null
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category: TransactionCategory | null
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categoryLabel: string
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defaultAccount: string
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defaultVat: VatTreatment | 'none'
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entityType?: EntityType
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template?: BookingTemplate | null
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templateId?: string
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onConfirm: (
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id: string,
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category: TransactionCategory,
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vatTreatment: VatTreatment | undefined,
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accountOverride: string | undefined,
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templateId?: string
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) => Promise<string | null>
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onChangeTemplate?: () => void
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}
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export default function QuickReviewDialog({
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open,
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onOpenChange,
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transaction,
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category,
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categoryLabel,
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defaultAccount,
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defaultVat,
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entityType,
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template,
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templateId,
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onConfirm,
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onChangeTemplate,
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}: QuickReviewDialogProps) {
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const { toast } = useToast()
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const [accountOverride, setAccountOverride] = useState(defaultAccount)
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const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>(defaultVat)
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [isProcessing, setIsProcessing] = useState(false)
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const [error, setError] = useState<string | null>(null)
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const [showUploadZone, setShowUploadZone] = useState(false)
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const [showVatDropdown, setShowVatDropdown] = useState(false)
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// Handle account changes — clear VAT for liability/equity accounts (class 2)
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const handleAccountChange = useCallback((account: string) => {
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setAccountOverride(account)
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if (account.startsWith('2')) {
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setVatTreatment('none')
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}
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}, [])
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// Fetch accounts on mount
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useEffect(() => {
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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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if (data.accounts) {
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setAccounts(data.accounts)
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}
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} catch {
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// Non-critical
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}
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}
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fetchAccounts()
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}, [])
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if (!transaction || !category) return null
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const isIncome = transaction.amount > 0
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const isLiabilityAccount = accountOverride.startsWith('2')
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async function handleConfirm() {
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if (!category || !transaction) return
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setIsProcessing(true)
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setError(null)
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try {
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const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
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const catDefault = getDefaultAccountForCategory(category)
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const override = accountOverride && accountOverride !== catDefault
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? accountOverride
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: undefined
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const journalEntryId = await onConfirm(transaction.id, category, resolvedVat, override, templateId)
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// Link uploaded documents to the journal entry
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if (journalEntryId && uploadedFiles.length > 0) {
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const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
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let linkFailCount = 0
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for (const file of filesToLink) {
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try {
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await fetch(`/api/documents/${file.id}/link`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: journalEntryId }),
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})
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} catch {
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linkFailCount++
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}
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}
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if (linkFailCount > 0) {
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toast({
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title: 'Underlag kunde inte bifogas',
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description: `${linkFailCount} fil(er) kunde inte länkas till verifikationen.`,
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variant: 'destructive',
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})
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}
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}
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setUploadedFiles([])
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setShowUploadZone(false)
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} catch {
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setError('Ett fel uppstod vid bokföring.')
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setIsProcessing(false)
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}
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}
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return (
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<Dialog open={open} onOpenChange={isProcessing ? undefined : (o) => {
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if (!o) {
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setUploadedFiles([])
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setShowUploadZone(false)
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}
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onOpenChange(o)
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}}>
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<DialogContent className="max-w-md">
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<DialogHeader>
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<DialogTitle>Granska bokföring</DialogTitle>
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<DialogDescription>
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Kontrollera konto och moms innan du bokför
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</DialogDescription>
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</DialogHeader>
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{/* Transaction summary */}
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<div className="flex items-center gap-3 rounded-lg border p-3">
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<div
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className={`h-9 w-9 rounded-full flex items-center justify-center flex-shrink-0 ${isIncome ? 'bg-success/10 text-success' : 'bg-destructive/10 text-destructive'}`}
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>
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{isIncome ? (
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<ArrowUpRight className="h-4 w-4" />
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) : (
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<ArrowDownRight className="h-4 w-4" />
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)}
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium text-sm truncate">{transaction.description}</p>
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<p className="text-xs text-muted-foreground">{formatDate(transaction.date)}</p>
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</div>
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<p className={`font-medium text-sm flex-shrink-0 ${isIncome ? 'text-success' : ''}`}>
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{isIncome ? '+' : ''}
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{formatCurrency(transaction.amount, transaction.currency)}
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</p>
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</div>
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{/* Template or Category */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">
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{template ? 'Mall' : 'Kategori'}
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</label>
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<div className="mt-1 flex items-center gap-2">
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<Badge variant="outline" className="text-sm py-1 px-3">
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{template ? template.name_sv : categoryLabel}
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</Badge>
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{onChangeTemplate && (
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<button
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type="button"
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className="text-xs text-primary hover:underline"
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onClick={onChangeTemplate}
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>
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Byt mall
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</button>
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)}
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</div>
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</div>
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{/* Template special rules */}
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{template?.special_rules_sv && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<p className="text-xs text-warning-foreground leading-snug">
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{template.special_rules_sv}
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</p>
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</div>
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)}
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{/* Deductibility note */}
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{template?.deductibility_note_sv && (
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<div className="rounded-lg border border-primary/20 bg-primary/[0.03] px-3 py-2">
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<p className="text-xs text-foreground leading-snug">
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{template.deductibility_note_sv}
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</p>
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</div>
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)}
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{/* Reverse charge warning */}
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{template?.requires_vat_registration_data && (
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<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2">
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<div className="flex items-start gap-2">
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<AlertTriangle className="h-3.5 w-3.5 text-warning-foreground flex-shrink-0 mt-0.5" />
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<p className="text-xs text-warning-foreground leading-snug">
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Omvänd skattskyldighet kräver leverantörens momsregistreringsnummer och land.
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</p>
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</div>
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</div>
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)}
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{/* Journal entry preview */}
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<JournalEntryPreview
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amount={transaction.amount}
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currency={transaction.currency}
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category={category}
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vatTreatment={isLiabilityAccount ? 'none' : vatTreatment}
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accountOverride={accountOverride}
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entityType={entityType}
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/>
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{/* Account */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">Konto</label>
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<div className="mt-1">
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<AccountCombobox
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value={accountOverride}
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accounts={accounts}
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onChange={handleAccountChange}
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/>
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</div>
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</div>
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{/* VAT treatment */}
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<div>
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<label className="text-sm font-medium text-muted-foreground">Momsbehandling</label>
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<div className="mt-1">
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{isLiabilityAccount ? (
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<p className="text-sm text-muted-foreground">
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Ingen moms för skuld-/eget kapital-konton
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</p>
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) : showVatDropdown ? (
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<VatTreatmentSelect
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value={vatTreatment}
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onValueChange={setVatTreatment}
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/>
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) : (
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<p className="text-sm">
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{VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)?.label || 'Ingen moms'}
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{' '}
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<button
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type="button"
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className="text-xs text-primary hover:underline"
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onClick={() => setShowVatDropdown(true)}
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>
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Ändra
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</button>
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</p>
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)}
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</div>
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</div>
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{/* Document upload */}
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<div className="rounded-lg border">
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<button
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type="button"
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onClick={() => setShowUploadZone(!showUploadZone)}
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className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
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>
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<div className="flex items-center gap-2">
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<Paperclip className="h-4 w-4 text-muted-foreground" />
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<span className="font-medium">Underlag</span>
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{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
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<span className="text-xs text-muted-foreground">
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{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
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</span>
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)}
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</div>
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{showUploadZone ? (
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<ChevronUp className="h-4 w-4 text-muted-foreground" />
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) : (
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<ChevronDown className="h-4 w-4 text-muted-foreground" />
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)}
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</button>
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{showUploadZone && (
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<div className="px-3 pb-3">
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<DocumentUploadZone
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files={uploadedFiles}
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onFilesChange={setUploadedFiles}
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compact
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/>
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</div>
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)}
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</div>
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{error && (
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<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
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{error}
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</div>
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)}
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{/* Actions */}
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<div className="flex gap-2 pt-2">
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<Button
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variant="outline"
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className="flex-1"
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onClick={() => onOpenChange(false)}
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disabled={isProcessing}
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>
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Avbryt
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</Button>
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<Button
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className="flex-1"
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onClick={handleConfirm}
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disabled={isProcessing || !accountOverride}
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>
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<Check className="mr-2 h-4 w-4" />
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{isProcessing ? 'Bokför...' : 'Bokför'}
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</Button>
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</div>
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</DialogContent>
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</Dialog>
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)
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}
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