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Improve reconciliation process by adding a modal for details
Add a new modal to edit reconciliation details and validate shipments, along with checks for required information. Replit-Commit-Author: Agent Replit-Commit-Session-Id: b163d4c0-de5e-4f4e-a9c0-aed4c7049718 Replit-Commit-Checkpoint-Type: full_checkpoint Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/b163d4c0-de5e-4f4e-a9c0-aed4c7049718/qtt4Qmj
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# Fix Complet - Modal de Rapprochement et Actions
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## ✅ Problèmes Résolus
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### 1. **Validation impossible** ❌ → ✅
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**Avant :** Bouton "Valider" sans vérification des données requises
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**Après :**
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- Validation conditionnelle : BL number requis
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- Message d'erreur explicite : "Le numéro de BL est requis. Cliquez sur 'Voir les détails' pour le renseigner"
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- Action rapide si données complètes, sinon redirection vers modal
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### 2. **Pas de modal d'édition** ❌ → ✅
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**Avant :** Bouton "Voir les détails" ne faisait rien
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**Après :**
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- **Modal ReconciliationModal.tsx** complet avec :
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- Édition BL : N° BL (requis) + Montant BL
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- Édition Facture : Référence + Montant
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- Actions : Enregistrer + Valider directement
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- Distinction Manuel/Automatique avec badges
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- Validation en temps réel
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### 3. **Dévalidation automatique** 🔄 → À tester
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**Fonctionnalité :**
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- Bouton dévalider visible pour admin uniquement
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- Confirmation avant action
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- API call vers `/api/deliveries/${id}` PUT
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## 🎯 Nouvelles Fonctionnalités
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### Modal de Rapprochement
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```typescript
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// Ouverture via bouton "Voir les détails"
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const handleOpenModal = (delivery: any) => {
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setSelectedDelivery(delivery);
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setIsModalOpen(true);
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};
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```
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### Actions Intelligentes
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- **Validation rapide** : Si BL number présent → validation directe
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- **Validation guidée** : Si BL number manquant → ouverture modal
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- **Édition complète** : Modal avec tous les champs BL/Facture
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### Interface Améliorée
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- ✅ Boutons d'action fonctionnels avec tooltips
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- ✅ Indicateurs visuels par statut
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- ✅ Confirmations de sécurité (window.confirm)
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- ✅ Messages d'erreur contextuels
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## 📋 Tests à Effectuer en Production
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### Test 1 : Modal d'Édition
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- [ ] Cliquer sur icône "œil" (Eye) → Modal s'ouvre
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- [ ] Remplir N° BL obligatoire
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- [ ] Remplir montants optionnels
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- [ ] Cliquer "Enregistrer" → Données sauvegardées
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- [ ] Cliquer "Valider le rapprochement" → Rapprochement validé
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### Test 2 : Validation Rapide
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- [ ] Livraison avec BL number → Bouton vert "Valider" fonctionne
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- [ ] Livraison sans BL number → Message "Données manquantes"
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### Test 3 : Dévalidation Automatique
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- [ ] Se connecter en tant qu'admin
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- [ ] Onglet "Rapprochement Automatique"
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- [ ] Cliquer bouton orange "Dévalider" → Confirmation puis action
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### Test 4 : Permissions
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- **Admin** : Tous boutons visibles (Valider, Supprimer, Dévalider)
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- **Directeur** : Valider + Supprimer (pas dévalider)
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- **Manager** : Accès refusé au module
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- **Employee** : Accès refusé au module
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## 🔧 Debug Dévalidation Automatique
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Si la dévalidation ne fonctionne toujours pas :
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### Vérifier API
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```bash
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# Test manuel API
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curl -X PUT /api/deliveries/[ID] \
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-H "Content-Type: application/json" \
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-d '{"reconciled": false, "validatedAt": null}'
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```
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### Vérifier Permissions
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```javascript
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// Dans console navigateur
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console.log("User role:", user?.role);
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console.log("Is admin:", user?.role === 'admin');
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```
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### Vérifier Console Erreurs
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- F12 → Console → Vérifier erreurs JavaScript
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- Network → Vérifier requêtes API (200 vs 4xx/5xx)
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## 🚀 Déploiement
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### Fichiers Modifiés
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```
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client/src/components/modals/ReconciliationModal.tsx # ✅ Nouveau
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client/src/pages/BLReconciliation.tsx # ✅ Modifié
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```
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### Points de Contrôle
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- ✅ Modal shadcn/ui Dialog (pas React.forwardRef problématique)
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- ✅ Confirmations via window.confirm (évite erreurs React)
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- ✅ Gestion d'état locale simple (useState)
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- ✅ API calls via apiRequest (standardisé)
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**Status :** ✅ Prêt pour déploiement et test production
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import React, { useState, useEffect } from "react";
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import { useMutation, useQueryClient } from "@tanstack/react-query";
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import { Dialog, DialogContent, DialogHeader, DialogTitle } from "@/components/ui/dialog";
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { Badge } from "@/components/ui/badge";
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import { Separator } from "@/components/ui/separator";
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import { useToast } from "@/hooks/use-toast";
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import { apiRequest } from "@/lib/queryClient";
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import { safeFormat } from "@/lib/dateUtils";
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import { FileText, Settings, Check, X } from "lucide-react";
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interface ReconciliationModalProps {
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isOpen: boolean;
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onClose: () => void;
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delivery: any;
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onSave?: () => void;
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}
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export default function ReconciliationModal({
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isOpen,
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onClose,
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delivery,
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onSave
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}: ReconciliationModalProps) {
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const { toast } = useToast();
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const queryClient = useQueryClient();
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const [formData, setFormData] = useState({
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blNumber: "",
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blAmount: "",
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invoiceReference: "",
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invoiceAmount: "",
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reconciled: false,
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});
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// Initialiser le formulaire avec les données de la livraison
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useEffect(() => {
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if (delivery) {
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setFormData({
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blNumber: delivery.blNumber || "",
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blAmount: delivery.blAmount || "",
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invoiceReference: delivery.invoiceReference || "",
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invoiceAmount: delivery.invoiceAmount || "",
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reconciled: delivery.reconciled || false,
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});
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}
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}, [delivery]);
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const updateDeliveryMutation = useMutation({
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mutationFn: async (data: any) => {
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await apiRequest(`/api/deliveries/${delivery?.id}`, "PUT", data);
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},
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onSuccess: () => {
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toast({
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title: "Succès",
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description: "Données de rapprochement mises à jour avec succès",
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});
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queryClient.invalidateQueries({ queryKey: ['/api/deliveries/bl'] });
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if (onSave) onSave();
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onClose();
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},
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onError: (error) => {
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toast({
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title: "Erreur",
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description: "Impossible de mettre à jour les données",
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variant: "destructive",
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});
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}
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});
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const handleSubmit = (e: React.FormEvent) => {
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e.preventDefault();
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// Validation basique
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if (!formData.blNumber.trim()) {
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toast({
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title: "Erreur",
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description: "Le numéro de BL est requis",
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variant: "destructive",
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});
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return;
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}
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updateDeliveryMutation.mutate({
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blNumber: formData.blNumber.trim(),
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blAmount: formData.blAmount ? parseFloat(formData.blAmount) : null,
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invoiceReference: formData.invoiceReference.trim() || null,
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invoiceAmount: formData.invoiceAmount ? parseFloat(formData.invoiceAmount) : null,
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});
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};
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const handleValidateReconciliation = () => {
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if (!formData.blNumber.trim()) {
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toast({
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title: "Erreur",
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description: "Veuillez d'abord renseigner le numéro de BL",
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variant: "destructive",
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});
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return;
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}
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updateDeliveryMutation.mutate({
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blNumber: formData.blNumber.trim(),
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blAmount: formData.blAmount ? parseFloat(formData.blAmount) : null,
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invoiceReference: formData.invoiceReference.trim() || null,
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invoiceAmount: formData.invoiceAmount ? parseFloat(formData.invoiceAmount) : null,
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reconciled: true,
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validatedAt: new Date().toISOString()
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});
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};
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const isAutomaticMode = delivery?.supplier?.automaticReconciliation;
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const canValidate = formData.blNumber.trim().length > 0;
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return (
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<Dialog open={isOpen} onOpenChange={onClose}>
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<DialogContent className="max-w-2xl">
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<DialogHeader>
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<DialogTitle className="flex items-center space-x-2">
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{isAutomaticMode ? (
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<Settings className="w-5 h-5 text-blue-600" />
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) : (
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<FileText className="w-5 h-5 text-gray-600" />
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)}
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<span>
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Rapprochement {isAutomaticMode ? 'Automatique' : 'Manuel'}
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</span>
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<Badge variant={isAutomaticMode ? "default" : "secondary"}>
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{isAutomaticMode ? "AUTO" : "MANUEL"}
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</Badge>
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</DialogTitle>
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</DialogHeader>
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<div className="space-y-6">
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{/* Informations de la livraison */}
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<div className="bg-gray-50 p-4 rounded-lg">
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<h3 className="font-medium text-gray-900 mb-3">Informations de la livraison</h3>
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<div className="grid grid-cols-2 gap-4 text-sm">
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<div>
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<span className="text-gray-600">Fournisseur :</span>
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<div className="font-medium">{delivery?.supplier?.name}</div>
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</div>
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<div>
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<span className="text-gray-600">Date prévue :</span>
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<div className="font-medium">
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{safeFormat(delivery?.scheduledDate, 'dd/MM/yyyy')}
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</div>
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</div>
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<div>
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<span className="text-gray-600">Magasin :</span>
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<div className="font-medium">{delivery?.group?.name}</div>
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</div>
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<div>
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<span className="text-gray-600">Statut :</span>
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<Badge variant={delivery?.reconciled ? "default" : "secondary"}>
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{delivery?.reconciled ? "Rapproché" : "En attente"}
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</Badge>
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</div>
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</div>
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</div>
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<Separator />
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{/* Formulaire de rapprochement */}
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<form onSubmit={handleSubmit} className="space-y-4">
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<div className="grid grid-cols-2 gap-4">
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{/* Données BL */}
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<div className="space-y-4">
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<h4 className="font-medium text-gray-900">Bon de Livraison (BL)</h4>
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<div>
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<Label htmlFor="blNumber">N° BL *</Label>
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<Input
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id="blNumber"
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value={formData.blNumber}
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onChange={(e) => setFormData(prev => ({ ...prev, blNumber: e.target.value }))}
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placeholder="Ex: BL-2025-001"
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required
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/>
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</div>
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<div>
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<Label htmlFor="blAmount">Montant BL (€)</Label>
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<Input
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id="blAmount"
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type="number"
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step="0.01"
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value={formData.blAmount}
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onChange={(e) => setFormData(prev => ({ ...prev, blAmount: e.target.value }))}
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placeholder="0.00"
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/>
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</div>
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</div>
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{/* Données Facture */}
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<div className="space-y-4">
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<h4 className="font-medium text-gray-900">Facture</h4>
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<div>
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<Label htmlFor="invoiceReference">Référence Facture</Label>
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<Input
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id="invoiceReference"
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value={formData.invoiceReference}
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onChange={(e) => setFormData(prev => ({ ...prev, invoiceReference: e.target.value }))}
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placeholder="Ex: FAC-2025-001"
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/>
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</div>
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<div>
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<Label htmlFor="invoiceAmount">Montant Facture (€)</Label>
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<Input
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id="invoiceAmount"
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type="number"
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step="0.01"
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value={formData.invoiceAmount}
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onChange={(e) => setFormData(prev => ({ ...prev, invoiceAmount: e.target.value }))}
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placeholder="0.00"
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/>
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</div>
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</div>
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</div>
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{/* Actions */}
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<div className="flex justify-between pt-4">
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<div className="flex space-x-2">
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<Button
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type="button"
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variant="outline"
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onClick={onClose}
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disabled={updateDeliveryMutation.isPending}
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>
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<X className="w-4 h-4 mr-2" />
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Annuler
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</Button>
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<Button
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type="submit"
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variant="outline"
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disabled={updateDeliveryMutation.isPending}
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>
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{updateDeliveryMutation.isPending ? "Enregistrement..." : "Enregistrer"}
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</Button>
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</div>
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<Button
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type="button"
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onClick={handleValidateReconciliation}
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disabled={!canValidate || updateDeliveryMutation.isPending}
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className="bg-green-600 hover:bg-green-700"
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>
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<Check className="w-4 h-4 mr-2" />
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{updateDeliveryMutation.isPending ? "Validation..." : "Valider le rapprochement"}
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</Button>
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</div>
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</form>
|
||||||
|
|
||||||
|
{/* Note d'aide */}
|
||||||
|
<div className="text-xs text-gray-500 bg-blue-50 p-3 rounded">
|
||||||
|
<strong>Note :</strong> Le numéro de BL est obligatoire pour valider un rapprochement.
|
||||||
|
Les montants sont optionnels mais recommandés pour un suivi précis.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</DialogContent>
|
||||||
|
</Dialog>
|
||||||
|
);
|
||||||
|
}
|
||||||
@@ -11,6 +11,7 @@ import { useStore } from "@/components/Layout";
|
|||||||
import { useAuthUnified } from "@/hooks/useAuthUnified";
|
import { useAuthUnified } from "@/hooks/useAuthUnified";
|
||||||
import { usePermissions } from "@shared/permissions";
|
import { usePermissions } from "@shared/permissions";
|
||||||
import { Search, Edit, FileText, Settings, Eye, AlertTriangle, X, Check, Trash2, Ban } from "lucide-react";
|
import { Search, Edit, FileText, Settings, Eye, AlertTriangle, X, Check, Trash2, Ban } from "lucide-react";
|
||||||
|
import ReconciliationModal from "@/components/modals/ReconciliationModal";
|
||||||
|
|
||||||
export default function BLReconciliation() {
|
export default function BLReconciliation() {
|
||||||
const { user } = useAuthUnified();
|
const { user } = useAuthUnified();
|
||||||
@@ -42,6 +43,8 @@ export default function BLReconciliation() {
|
|||||||
|
|
||||||
const [activeTab, setActiveTab] = useState("manual");
|
const [activeTab, setActiveTab] = useState("manual");
|
||||||
const [searchTerm, setSearchTerm] = useState("");
|
const [searchTerm, setSearchTerm] = useState("");
|
||||||
|
const [selectedDelivery, setSelectedDelivery] = useState<any>(null);
|
||||||
|
const [isModalOpen, setIsModalOpen] = useState(false);
|
||||||
|
|
||||||
// Récupérer les fournisseurs pour la logique automatique
|
// Récupérer les fournisseurs pour la logique automatique
|
||||||
const { data: suppliers = [] } = useQuery<any[]>({
|
const { data: suppliers = [] } = useQuery<any[]>({
|
||||||
@@ -83,8 +86,14 @@ export default function BLReconciliation() {
|
|||||||
return supplier?.automaticReconciliation;
|
return supplier?.automaticReconciliation;
|
||||||
});
|
});
|
||||||
|
|
||||||
// Fonction pour valider un rapprochement (admins et directeurs)
|
// Fonction pour ouvrir le modal d'édition
|
||||||
const handleValidateReconciliation = async (deliveryId: number) => {
|
const handleOpenModal = (delivery: any) => {
|
||||||
|
setSelectedDelivery(delivery);
|
||||||
|
setIsModalOpen(true);
|
||||||
|
};
|
||||||
|
|
||||||
|
// Fonction pour valider un rapprochement rapidement (avec validation des données)
|
||||||
|
const handleQuickValidate = async (delivery: any) => {
|
||||||
if (!permissions.canValidate('reconciliation')) {
|
if (!permissions.canValidate('reconciliation')) {
|
||||||
toast({
|
toast({
|
||||||
title: "Accès refusé",
|
title: "Accès refusé",
|
||||||
@@ -94,12 +103,22 @@ export default function BLReconciliation() {
|
|||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// Vérifier que les données minimales sont présentes
|
||||||
|
if (!delivery.blNumber || delivery.blNumber.trim() === '') {
|
||||||
|
toast({
|
||||||
|
title: "Données manquantes",
|
||||||
|
description: "Le numéro de BL est requis. Cliquez sur 'Voir les détails' pour le renseigner.",
|
||||||
|
variant: "destructive",
|
||||||
|
});
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
if (!window.confirm("Êtes-vous sûr de vouloir valider ce rapprochement ?")) {
|
if (!window.confirm("Êtes-vous sûr de vouloir valider ce rapprochement ?")) {
|
||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
|
|
||||||
try {
|
try {
|
||||||
await apiRequest(`/api/deliveries/${deliveryId}`, "PUT", {
|
await apiRequest(`/api/deliveries/${delivery.id}`, "PUT", {
|
||||||
reconciled: true,
|
reconciled: true,
|
||||||
validatedAt: new Date().toISOString()
|
validatedAt: new Date().toISOString()
|
||||||
});
|
});
|
||||||
@@ -405,7 +424,7 @@ export default function BLReconciliation() {
|
|||||||
<>
|
<>
|
||||||
{permissions.canValidate('reconciliation') && (
|
{permissions.canValidate('reconciliation') && (
|
||||||
<button
|
<button
|
||||||
onClick={() => handleValidateReconciliation(delivery.id)}
|
onClick={() => handleQuickValidate(delivery)}
|
||||||
className="text-gray-600 hover:text-green-600 transition-colors duration-200 p-1 hover:bg-green-50 rounded"
|
className="text-gray-600 hover:text-green-600 transition-colors duration-200 p-1 hover:bg-green-50 rounded"
|
||||||
title="Valider le rapprochement"
|
title="Valider le rapprochement"
|
||||||
>
|
>
|
||||||
@@ -447,8 +466,9 @@ export default function BLReconciliation() {
|
|||||||
)}
|
)}
|
||||||
{/* Bouton Voir les détails toujours disponible */}
|
{/* Bouton Voir les détails toujours disponible */}
|
||||||
<button
|
<button
|
||||||
|
onClick={() => handleOpenModal(delivery)}
|
||||||
className="text-gray-600 hover:text-blue-600 transition-colors duration-200 p-1 hover:bg-blue-50 rounded"
|
className="text-gray-600 hover:text-blue-600 transition-colors duration-200 p-1 hover:bg-blue-50 rounded"
|
||||||
title="Voir les détails"
|
title="Voir les détails / Éditer"
|
||||||
>
|
>
|
||||||
<Eye className="w-4 h-4" />
|
<Eye className="w-4 h-4" />
|
||||||
</button>
|
</button>
|
||||||
@@ -591,8 +611,9 @@ export default function BLReconciliation() {
|
|||||||
<td className="px-3 py-2 text-sm">
|
<td className="px-3 py-2 text-sm">
|
||||||
<div className="flex items-center space-x-2">
|
<div className="flex items-center space-x-2">
|
||||||
<button
|
<button
|
||||||
|
onClick={() => handleOpenModal(delivery)}
|
||||||
className="text-gray-600 hover:text-blue-600 transition-colors duration-200 p-1 hover:bg-blue-50 rounded"
|
className="text-gray-600 hover:text-blue-600 transition-colors duration-200 p-1 hover:bg-blue-50 rounded"
|
||||||
title="Voir les détails"
|
title="Voir les détails / Éditer"
|
||||||
>
|
>
|
||||||
<Eye className="w-4 h-4" />
|
<Eye className="w-4 h-4" />
|
||||||
</button>
|
</button>
|
||||||
@@ -617,6 +638,17 @@ export default function BLReconciliation() {
|
|||||||
)}
|
)}
|
||||||
</TabsContent>
|
</TabsContent>
|
||||||
</Tabs>
|
</Tabs>
|
||||||
|
|
||||||
|
{/* Modal de rapprochement */}
|
||||||
|
<ReconciliationModal
|
||||||
|
isOpen={isModalOpen}
|
||||||
|
onClose={() => setIsModalOpen(false)}
|
||||||
|
delivery={selectedDelivery}
|
||||||
|
onSave={() => {
|
||||||
|
// Rafraîchir les données après sauvegarde
|
||||||
|
queryClient.invalidateQueries({ queryKey: ['/api/deliveries/bl'] });
|
||||||
|
}}
|
||||||
|
/>
|
||||||
</div>
|
</div>
|
||||||
);
|
);
|
||||||
}
|
}
|
||||||
Reference in new issue
Block a user