* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
192 lines
6.4 KiB
TypeScript
192 lines
6.4 KiB
TypeScript
'use client'
|
|
|
|
import { useEffect, useState } from 'react'
|
|
import { Label } from '@/components/ui/label'
|
|
import { Badge } from '@/components/ui/badge'
|
|
import {
|
|
Select,
|
|
SelectContent,
|
|
SelectItem,
|
|
SelectTrigger,
|
|
SelectValue,
|
|
} from '@/components/ui/select'
|
|
import { Lock } from 'lucide-react'
|
|
import { useCompany } from '@/contexts/CompanyContext'
|
|
import type { FiscalPeriod } from '@/types'
|
|
|
|
const STORAGE_KEY_PREFIX = 'gnubok:fiscal-year:'
|
|
const ALL_YEARS_VALUE = '__all__'
|
|
|
|
interface Props {
|
|
/**
|
|
* Current selection. `null` means "all years" — no filter applied.
|
|
*/
|
|
value: string | null
|
|
onChange: (periodId: string | null) => void
|
|
/**
|
|
* If true, include an "Alla räkenskapsår" option that clears the filter.
|
|
* Pages that require a specific period (e.g. Reports) should pass false.
|
|
*/
|
|
includeAllOption?: boolean
|
|
/**
|
|
* Optional label above the select. Pass null to render without a label.
|
|
*/
|
|
label?: string | null
|
|
/**
|
|
* If true, only show periods whose start date is on or before today.
|
|
* Matches the Reports-page filter.
|
|
*/
|
|
hideFuturePeriods?: boolean
|
|
/**
|
|
* Called once after the initial period fetch completes. Useful for callers
|
|
* that want to suppress a skeleton until the selector is ready.
|
|
*/
|
|
onReady?: () => void
|
|
className?: string
|
|
}
|
|
|
|
/**
|
|
* Shared fiscal-year (räkenskapsår) selector.
|
|
*
|
|
* Loads periods for the active company, persists the last selection per
|
|
* company in localStorage, and renders the same Select used elsewhere in the
|
|
* app so the UX is consistent across Bookkeeping, Reports, etc.
|
|
*
|
|
* The component is controlled: the caller owns the selected period id and
|
|
* threads it into whichever queries need scoping.
|
|
*/
|
|
export function FiscalYearSelector({
|
|
value,
|
|
onChange,
|
|
includeAllOption = true,
|
|
label = 'Räkenskapsår',
|
|
hideFuturePeriods = false,
|
|
onReady,
|
|
className,
|
|
}: Props) {
|
|
const { company } = useCompany()
|
|
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
|
|
const [loaded, setLoaded] = useState(false)
|
|
|
|
useEffect(() => {
|
|
if (!company?.id) {
|
|
// Fire onReady so consumers don't stall in a loading state while the
|
|
// company context hydrates. The effect re-runs once company.id arrives.
|
|
onReady?.()
|
|
return
|
|
}
|
|
let cancelled = false
|
|
;(async () => {
|
|
const res = await fetch('/api/bookkeeping/fiscal-periods')
|
|
if (!res.ok) {
|
|
if (!cancelled) {
|
|
setLoaded(true)
|
|
onReady?.()
|
|
}
|
|
return
|
|
}
|
|
const { data } = await res.json()
|
|
if (cancelled) return
|
|
|
|
let fetched: FiscalPeriod[] = data || []
|
|
if (hideFuturePeriods) {
|
|
const today = new Date().toISOString().split('T')[0]
|
|
fetched = fetched.filter((p) => p.period_start <= today)
|
|
}
|
|
// Newest first — most migrations list recent years at the top
|
|
fetched.sort((a, b) => b.period_start.localeCompare(a.period_start))
|
|
setPeriods(fetched)
|
|
setLoaded(true)
|
|
|
|
// Restore last selection (only if caller hasn't already set a value).
|
|
// localStorage access is guarded because this is a 'use client' component
|
|
// but still runs during SSR on first render for some setups.
|
|
if (value === null && typeof window !== 'undefined') {
|
|
const stored = window.localStorage.getItem(STORAGE_KEY_PREFIX + company.id)
|
|
if (stored === ALL_YEARS_VALUE) {
|
|
if (includeAllOption) onChange(null)
|
|
else if (fetched.length > 0) onChange(fetched[0].id)
|
|
} else if (stored && fetched.some((p) => p.id === stored)) {
|
|
onChange(stored)
|
|
} else if (!includeAllOption && fetched.length > 0) {
|
|
onChange(fetched[0].id)
|
|
}
|
|
}
|
|
|
|
onReady?.()
|
|
})()
|
|
return () => {
|
|
cancelled = true
|
|
}
|
|
// onReady is intentionally excluded from deps: it's a lifecycle callback that
|
|
// should fire once per load, not re-trigger if the parent re-creates it.
|
|
// eslint-disable-next-line react-hooks/exhaustive-deps
|
|
}, [company?.id, hideFuturePeriods, includeAllOption])
|
|
|
|
const handleChange = (next: string) => {
|
|
const nextPeriodId = next === ALL_YEARS_VALUE ? null : next
|
|
if (company?.id && typeof window !== 'undefined') {
|
|
window.localStorage.setItem(
|
|
STORAGE_KEY_PREFIX + company.id,
|
|
nextPeriodId ?? ALL_YEARS_VALUE,
|
|
)
|
|
}
|
|
onChange(nextPeriodId)
|
|
}
|
|
|
|
const selectValue = value ?? (includeAllOption ? ALL_YEARS_VALUE : '')
|
|
|
|
// Surface lock status for the currently-selected period. Browsing locked
|
|
// years is read-only and allowed (BFL 7:1 requires access to historical
|
|
// data), but the user should see clearly that they're looking at a
|
|
// closed/locked year so the absence of write controls feels intentional.
|
|
const selectedPeriod = value ? periods.find((p) => p.id === value) : null
|
|
const lockState: 'locked' | 'closed' | null = selectedPeriod?.locked_at
|
|
? 'locked'
|
|
: selectedPeriod?.is_closed
|
|
? 'closed'
|
|
: null
|
|
|
|
return (
|
|
<div className={className}>
|
|
{label && <Label>{label}</Label>}
|
|
<div className={`flex items-center gap-2 ${label ? 'mt-1' : ''}`}>
|
|
<Select
|
|
value={selectValue}
|
|
onValueChange={handleChange}
|
|
disabled={!loaded || periods.length === 0}
|
|
>
|
|
<SelectTrigger className="w-full sm:w-[280px]">
|
|
<SelectValue placeholder={loaded ? 'Välj räkenskapsår' : 'Laddar…'} />
|
|
</SelectTrigger>
|
|
<SelectContent>
|
|
{includeAllOption && (
|
|
<SelectItem value={ALL_YEARS_VALUE}>Alla räkenskapsår</SelectItem>
|
|
)}
|
|
{periods.map((p) => (
|
|
<SelectItem key={p.id} value={p.id}>
|
|
{p.name} ({p.period_start} — {p.period_end})
|
|
{p.locked_at ? ' — låst' : p.is_closed ? ' — stängt' : ''}
|
|
</SelectItem>
|
|
))}
|
|
</SelectContent>
|
|
</Select>
|
|
{lockState && (
|
|
<Badge
|
|
variant="outline"
|
|
className="gap-1 text-xs font-normal shrink-0"
|
|
title={
|
|
lockState === 'locked'
|
|
? 'Räkenskapsåret är låst — ingen bokföring kan ändras eller läggas till'
|
|
: 'Räkenskapsåret är stängt (årsbokslut upprättat) — kan återöppnas av admin'
|
|
}
|
|
>
|
|
<Lock className="h-3 w-3" />
|
|
{lockState === 'locked' ? 'Låst' : 'Stängt'}
|
|
</Badge>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|