Files
accounted/components/extensions/general/RegisterExpenseDialog.tsx
T
ebbe50c0f3 feat(supplier-invoices): "Vem betalade?" control replaces the paid privately switch and books an open utlägg (#2362)
The supplier-invoice form asks who paid with the same control as the
Underlag pane (Företaget / Jag, privat / En anställd / Ingen ännu) instead
of its own switch under Förval. A person paying is an utlägg: the route
hands the invoice to registerExpenseClaim with the invoice's kontering as
the claim's lines, so the verifikat and the expense_claims row come from
the same writer as the Underlag pane, the person shows up under "Betala ut
utlägg" on Hem and the bank matcher closes the debt. Employees book on
2820 with employee_id; the owner's blank name falls back to the shared
label so Hem groups one person.

Also routes a person-paid inbox document through the core route with
inbox_item_id: the extension's convert endpoint never read
paid_with_private_funds, so the old switch was silently dropped whenever
a receipt was attached. The second entry generator, the Förval switch,
the outline "Registrera & markera som betald" button and the duplicated
owner/employee picker are removed; PayerChoiceSelect and the claimant
fields move to components/expenses so core and the extension share them.

Closes #2332


Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-06 21:04:17 +02:00

307 lines
11 KiB
TypeScript

'use client'
import { useCallback, useEffect, useMemo, useState } from 'react'
import { useTranslations } from 'next-intl'
import { Loader2 } from 'lucide-react'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { useToast } from '@/components/ui/use-toast'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import { ExpenseClaimantFields } from '@/components/expenses/ExpenseClaimantFields'
import { useCompanyOptional } from '@/contexts/CompanyContext'
import { useAccounts } from '@/lib/reference-data/hooks'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency } from '@/lib/utils'
import { roundOre } from '@/lib/money'
import { ACCOUNT_NUMBER_RE, ISO_DATE_RE } from '@/lib/invariants'
import { OWNER_FALLBACK_NAME, resolveExpenseLiabilityAccount, type ExpensePayer } from '@/lib/expenses/payer'
import type { InvoiceExtractionResult } from '@/types'
// Who paid for the underlag out of their own pocket. The account rule (2893
// AB owner / 2018 EF owner / 2820 employee) lives in lib/expenses/payer.ts,
// shared with the supplier-invoice form.
export type { ExpensePayer }
interface InboxItemLike {
id: string
document_id: string | null
extracted_data: InvoiceExtractionResult | null
}
interface Props {
open: boolean
onOpenChange: (open: boolean) => void
item: InboxItemLike
payer: ExpensePayer
/** Re-read the item after the claim posted its verifikat. */
onSuccess: () => void | Promise<void>
}
function todayIso(): string {
// Local calendar date: toISOString() is UTC and would date a receipt booked
// after midnight CEST to the previous day (wrong period, wrong FX rate).
const now = new Date()
const mm = String(now.getMonth() + 1).padStart(2, '0')
const dd = String(now.getDate()).padStart(2, '0')
return `${now.getFullYear()}-${mm}-${dd}`
}
function parseAmount(raw: string): number {
const n = parseFloat(raw.replace(/\s/g, '').replace(',', '.'))
return Number.isFinite(n) ? n : 0
}
/**
* RegisterExpenseDialog: the confirm step behind "Vem betalade? Jag, privat /
* En anställd" in the Underlag pane. One screen, prefilled from the
* extraction: who, cost account, amount and VAT, then the outcome spelled out
* before anything posts (design convention 10). Posts through
* POST /api/expense-claims, which books cost + moms against the person's
* liability account and stamps the inbox item as booked.
*/
export default function RegisterExpenseDialog({ open, onOpenChange, item, payer, onSuccess }: Props) {
const t = useTranslations('inbox_workspace')
const { toast } = useToast()
const { accounts } = useAccounts()
const entityType = useCompanyOptional()?.company?.entity_type ?? null
const liabilityAccount = resolveExpenseLiabilityAccount(entityType, payer)
const data = item.extracted_data
const [description, setDescription] = useState('')
const [expenseDate, setExpenseDate] = useState(todayIso())
const [amountInput, setAmountInput] = useState('')
const [vatInput, setVatInput] = useState('')
const [expenseAccount, setExpenseAccount] = useState('')
const [ownerName, setOwnerName] = useState('')
const [employeeId, setEmployeeId] = useState('')
const [employeeName, setEmployeeName] = useState('')
const [isSubmitting, setIsSubmitting] = useState(false)
const currency = (data?.invoice?.currency ?? 'SEK').toUpperCase()
// A foreign receipt carries VAT the company cannot deduct on 2641: the whole
// amount is cost. The wizard asked for the seller's country; here the
// currency is the signal, and the note under the preview says so.
const isForeign = currency !== 'SEK'
const isEf = entityType === 'enskild_firma'
// Reset per open so a previous underlag's numbers never carry over.
useEffect(() => {
if (!open) return
setDescription(data?.supplier?.name?.trim() || '')
setExpenseDate(data?.invoice?.invoiceDate || todayIso())
const total = data?.totals?.total
const vat = data?.totals?.vatAmount
setAmountInput(total != null && total > 0 ? String(roundOre(total)).replace('.', ',') : '')
setVatInput(!isForeign && vat != null && vat > 0 ? String(roundOre(vat)).replace('.', ',') : '0')
setExpenseAccount('')
setEmployeeId('')
setEmployeeName('')
}, [open, item.id, data, isForeign])
const amount = parseAmount(amountInput)
// Foreign VAT is never deductible here: the field is locked and 0 is what
// gets submitted, whatever the extraction said.
const vatAmount = isForeign ? 0 : parseAmount(vatInput)
const net = roundOre(amount - vatAmount)
const claimantName = payer === 'owner' ? ownerName.trim() || OWNER_FALLBACK_NAME : employeeName
const canSubmit =
!isSubmitting &&
description.trim().length > 0 &&
ISO_DATE_RE.test(expenseDate) &&
amount > 0 &&
vatAmount >= 0 &&
vatAmount < amount &&
ACCOUNT_NUMBER_RE.test(expenseAccount) &&
/^[4-8]/.test(expenseAccount) &&
(payer === 'owner' || !!employeeId)
const accountName = useMemo(
() => accounts.find((a) => a.account_number === expenseAccount)?.account_name ?? '',
[accounts, expenseAccount],
)
const handleSubmit = useCallback(async () => {
if (!canSubmit) return
setIsSubmitting(true)
try {
const body: Record<string, unknown> = {
description: description.trim(),
expense_date: expenseDate,
amount,
vat_amount: vatAmount,
currency,
expense_account: expenseAccount,
inbox_item_id: item.id,
document_id: item.document_id ?? undefined,
}
if (payer === 'owner') body.claimant_name = claimantName
else body.employee_id = employeeId
const res = await fetch('/api/expense-claims', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
})
const json = (await res.json().catch(() => ({}))) as {
data?: { journal_entry_id?: string | null }
error?: unknown
}
if (!res.ok) {
toast({
title: t('expense_failed_title'),
description: getErrorMessage(json, { context: 'journal_entry', statusCode: res.status }),
variant: 'destructive',
})
return
}
toast({
title: t('expense_booked_title'),
description: t('expense_booked_description', { name: claimantName }),
})
await onSuccess()
onOpenChange(false)
} finally {
setIsSubmitting(false)
}
}, [
canSubmit,
description,
expenseDate,
amount,
vatAmount,
currency,
expenseAccount,
item.id,
item.document_id,
payer,
claimantName,
employeeId,
toast,
t,
onSuccess,
onOpenChange,
])
return (
<Dialog open={open} onOpenChange={(next) => !isSubmitting && onOpenChange(next)}>
<DialogContent className="max-w-lg">
<DialogHeader>
<DialogTitle>{t('expense_dialog_title')}</DialogTitle>
<DialogDescription>
{payer === 'owner'
? isEf
? t('expense_dialog_help_owner_ef')
: t('expense_dialog_help_owner', { account: liabilityAccount })
: t('expense_dialog_help_employee')}
</DialogDescription>
</DialogHeader>
<div className="space-y-4">
<ExpenseClaimantFields
payer={payer}
ownerName={ownerName}
onOwnerNameChange={setOwnerName}
employeeId={employeeId}
onEmployeeChange={(id, name) => {
setEmployeeId(id)
setEmployeeName(name)
}}
disabled={isSubmitting}
idPrefix="re"
/>
<div className="space-y-1.5">
<Label htmlFor="re-description">{t('expense_description')}</Label>
<Input
id="re-description"
value={description}
onChange={(e) => setDescription(e.target.value)}
disabled={isSubmitting}
/>
</div>
<div className="grid grid-cols-3 gap-3">
<div className="space-y-1.5">
<Label htmlFor="re-date">{t('expense_date')}</Label>
<Input
id="re-date"
type="date"
value={expenseDate}
onChange={(e) => setExpenseDate(e.target.value)}
disabled={isSubmitting}
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="re-amount">{t('expense_amount', { currency })}</Label>
<Input
id="re-amount"
inputMode="decimal"
value={amountInput}
onChange={(e) => setAmountInput(e.target.value)}
disabled={isSubmitting}
className="tabular-nums"
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="re-vat">{t('expense_vat')}</Label>
<Input
id="re-vat"
inputMode="decimal"
value={isForeign ? '0' : vatInput}
onChange={(e) => setVatInput(e.target.value)}
disabled={isSubmitting || isForeign}
className="tabular-nums"
/>
</div>
</div>
<div className="space-y-1.5">
<Label>{t('expense_account')}</Label>
<AccountCombobox
value={expenseAccount}
accounts={accounts}
onChange={setExpenseAccount}
disabled={isSubmitting}
selectedName={accountName}
/>
</div>
{amount > 0 && vatAmount < amount && (
<div className="rounded-lg border border-border px-4 py-3 text-xs text-muted-foreground space-y-1">
<p className="tabular-nums">
{expenseAccount || '____'} D {formatCurrency(net, currency)}
{vatAmount > 0 ? ` · 2641 D ${formatCurrency(vatAmount, currency)}` : ''}
{` · ${liabilityAccount} K ${formatCurrency(amount, currency)}`}
</p>
{payer === 'owner' && isEf ? (
<p>{t('expense_outcome_ef')}</p>
) : (
claimantName && <p>{t('expense_outcome_att_gora', { name: claimantName })}</p>
)}
{isForeign && <p>{t('expense_fx_note')}</p>}
</div>
)}
</div>
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)} disabled={isSubmitting}>
{t('expense_cancel')}
</Button>
<Button onClick={handleSubmit} disabled={!canSubmit}>
{isSubmitting && <Loader2 className="mr-1.5 h-3.5 w-3.5 animate-spin" />}
{t('expense_confirm')}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
)
}