Copy voucher, MRU booking templates, and PDF export for reports (#303)
* feat: copy voucher, MRU booking templates, and PDF export for reports - Add "Kopiera verifikat" action on the journal-entry detail page that prefills a new draft with the source entry's lines, description, and notes. Date defaults to today so locked-period posts can't happen by accident; source_type resets to manual. - Track per-company MRU for booking_template_library rows via a new booking_template_usage table (fire-and-forget touch endpoint hooked into both pickers) and sort the list most-recently-used first for the active company. - Generate downloadable PDFs for balansräkning and resultaträkning using the existing @react-pdf/renderer toolchain. Adds a reusable parameterized template and two API routes, with download buttons on the matching report views. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback on copy-voucher + report PDFs Compliance review (Swedish accounting): - Balance-sheet PDF now refuses to render when tillgångar ≠ eget kapital och skulder; the stale "Differens" summary row is gone. The on-screen view still surfaces the existing "Balanserar ej" warning so users can diagnose the imbalance before downloading. ÅRL 3 kap / K2 / K3 require exact balance. - Both PDF routes now 400 when the requested fiscal period cannot be resolved — identifiable period is part of räkenskapsinformation under BFL 7 kap. - Income-statement PDF adds the mandatory "Resultat efter finansiella poster" subtotal when financial items are present, per K2/K3 uppställningsform (ÅRL bilaga 2). - Copy-voucher flow now shows a clear banner ("Kopia av verifikat X — nytt, fristående verifikat skapas") so users cannot mistake the copy for a rättelse/storno. Code review (Greptile): - New migration adds updated_at column + trigger to booking_template_usage (project convention; applied to the Supabase project). - Replace localeCompare on ISO timestamps with plain relational comparison to avoid any locale-dependent ordering. - UUID-format validation on the copy_from query param before it goes into the fetch URL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: second round of Swedish compliance fixes on report PDFs - Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor totals (SFL 22:1 convention). The previous 0.5-öre tolerance could reject a legitimate balance sheet when accumulated floating-point noise across hundreds of ledger lines exceeded the threshold. The on-screen view still surfaces the öre-precise "Balanserar ej" badge for diagnostic visibility. - Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat" notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being mistaken for or filed as an approved årsredovisning. - Income-statement PDF now follows K2/K3 uppställningsform (ÅRL bilaga 2) by splitting class 8 into three blocks with named subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88), Skatter (89). The summary now always shows a "Skatt på årets resultat" row so the reader can verify the tax calculation, and adds "Resultat efter finansiella poster" / "Bokslutsdispositioner" subtotals when each block is present. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: harden report PDFs against out-of-band filing + future BAS growth - Append "-utkast" to downloaded PDF filenames. The filename survives the PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf in a Downloads folder or forwarded attachment is ambiguous, whereas balansrakning-2026-01-01-utkast.pdf makes the draft status legible even without opening the document. - Add a catch-all "Övriga finansiella poster" bucket in the income-statement PDF for any class-8 section whose account prefix isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in the "Resultat efter finansiella poster" subtotal so arithmetic stays consistent. Future-proofs the PDF against a generator change that starts emitting 85–87 sections. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
24107338fa
commit
4cd0a55761
@@ -0,0 +1,140 @@
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import { describe, it, expect } from 'vitest'
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import { renderToBuffer } from '@react-pdf/renderer'
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import { FinancialStatementPDF } from '../financial-statement-pdf-template'
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import type { CompanySettings } from '@/types'
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function fakeCompany(): CompanySettings {
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return {
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company_name: 'Gnubok AB',
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trade_name: 'Gnubok',
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org_number: '5566778899',
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vat_number: 'SE556677889901',
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address_line1: 'Kungsgatan 1',
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postal_code: '11143',
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city: 'Stockholm',
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country: 'SE',
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entity_type: 'aktiebolag',
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} as unknown as CompanySettings
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}
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describe('FinancialStatementPDF', () => {
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it('renders a balance-sheet-shaped document to a PDF buffer', async () => {
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const doc = FinancialStatementPDF({
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title: 'Balansräkning',
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groups: [
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{
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heading: 'Tillgångar',
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sections: [
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{
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title: 'Kassa och bank',
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rows: [
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{ account_number: '1930', account_name: 'Företagskonto', amount: 125_432.5 },
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],
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subtotal: 125_432.5,
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},
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],
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totalLabel: 'Summa tillgångar',
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total: 125_432.5,
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},
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{
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heading: 'Eget kapital och skulder',
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sections: [
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{
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title: 'Eget kapital',
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rows: [
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{ account_number: '2010', account_name: 'Eget kapital', amount: 100_000 },
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{ account_number: '2091', account_name: 'Balanserat resultat', amount: 25_432.5 },
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],
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subtotal: 125_432.5,
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},
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],
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totalLabel: 'Summa eget kapital och skulder',
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total: 125_432.5,
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},
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],
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period: { start: '2026-01-01', end: '2026-12-31' },
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company: fakeCompany(),
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generatedAt: '2026-04-21T10:00:00Z',
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})
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const buffer = await renderToBuffer(doc)
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expect(buffer).toBeInstanceOf(Buffer)
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expect(buffer.length).toBeGreaterThan(1000)
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// PDF files always start with "%PDF-"
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expect(buffer.slice(0, 5).toString()).toBe('%PDF-')
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})
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it('renders an income-statement-shaped document with a summary block', async () => {
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const doc = FinancialStatementPDF({
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title: 'Resultaträkning',
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groups: [
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{
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heading: 'Rörelseintäkter',
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sections: [
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{
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title: 'Huvudintäkter',
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rows: [
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{ account_number: '3001', account_name: 'Försäljning 25%', amount: 500_000 },
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],
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subtotal: 500_000,
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},
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],
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totalLabel: 'Summa rörelseintäkter',
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total: 500_000,
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},
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{
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heading: 'Rörelsekostnader',
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sections: [
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{
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title: 'Lokalkostnader',
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rows: [
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{ account_number: '5010', account_name: 'Lokalhyra', amount: 120_000 },
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],
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subtotal: 120_000,
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},
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],
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totalLabel: 'Summa rörelsekostnader',
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total: 120_000,
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negate: true,
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},
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],
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summary: [
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{ label: 'Rörelseresultat', amount: 380_000 },
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{ label: 'Årets resultat', amount: 380_000, emphasis: true },
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],
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period: { start: '2026-01-01', end: '2026-12-31' },
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company: fakeCompany(),
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generatedAt: '2026-04-21T10:00:00Z',
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})
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const buffer = await renderToBuffer(doc)
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expect(buffer).toBeInstanceOf(Buffer)
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expect(buffer.slice(0, 5).toString()).toBe('%PDF-')
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})
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it('handles empty section groups gracefully', async () => {
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const doc = FinancialStatementPDF({
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title: 'Balansräkning',
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groups: [
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{
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heading: 'Tillgångar',
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sections: [],
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totalLabel: 'Summa tillgångar',
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total: 0,
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},
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{
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heading: 'Eget kapital och skulder',
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sections: [],
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totalLabel: 'Summa eget kapital och skulder',
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total: 0,
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},
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],
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period: { start: '', end: '' },
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company: fakeCompany(),
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generatedAt: '2026-04-21T10:00:00Z',
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})
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const buffer = await renderToBuffer(doc)
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expect(buffer.slice(0, 5).toString()).toBe('%PDF-')
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})
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})
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@@ -0,0 +1,382 @@
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import {
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Document,
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Page,
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Text,
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View,
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StyleSheet,
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} from '@react-pdf/renderer'
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import type { CompanySettings } from '@/types'
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const styles = StyleSheet.create({
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page: {
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paddingTop: 40,
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paddingHorizontal: 40,
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// Leave room for the fixed disclaimer + footer at the bottom of every page.
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paddingBottom: 120,
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fontSize: 10,
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fontFamily: 'Helvetica',
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},
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header: {
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flexDirection: 'row',
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justifyContent: 'space-between',
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alignItems: 'flex-start',
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marginBottom: 24,
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paddingBottom: 14,
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borderBottomWidth: 1,
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borderBottomColor: '#d4d4d4',
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},
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titleBlock: {
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flex: 1,
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},
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title: {
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fontSize: 20,
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fontWeight: 'bold',
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color: '#1a1a1a',
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marginBottom: 4,
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},
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subtitle: {
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fontSize: 11,
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color: '#333',
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marginBottom: 2,
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},
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period: {
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fontSize: 10,
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color: '#666',
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},
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companyInfo: {
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textAlign: 'right',
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},
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companyName: {
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fontSize: 11,
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fontWeight: 'bold',
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marginBottom: 2,
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},
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companyMeta: {
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fontSize: 9,
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color: '#666',
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},
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group: {
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marginBottom: 18,
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},
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groupHeading: {
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fontSize: 12,
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fontWeight: 'bold',
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color: '#1a1a1a',
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marginBottom: 8,
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paddingBottom: 4,
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borderBottomWidth: 1,
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borderBottomColor: '#1a1a1a',
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},
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section: {
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marginBottom: 8,
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},
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sectionTitle: {
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fontSize: 10,
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fontWeight: 'bold',
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color: '#444',
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marginBottom: 4,
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marginTop: 6,
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},
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row: {
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flexDirection: 'row',
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paddingVertical: 2,
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},
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colAccount: {
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width: 48,
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color: '#666',
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fontFamily: 'Courier',
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},
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colName: {
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flex: 1,
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color: '#1a1a1a',
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paddingRight: 12,
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},
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colAmount: {
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width: 110,
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textAlign: 'right',
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fontFamily: 'Courier',
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color: '#1a1a1a',
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},
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sectionSubtotalRow: {
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flexDirection: 'row',
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paddingVertical: 3,
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marginTop: 2,
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borderTopWidth: 0.5,
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borderTopColor: '#d4d4d4',
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},
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sectionSubtotalLabel: {
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flex: 1,
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fontStyle: 'italic',
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color: '#444',
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paddingLeft: 48,
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},
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sectionSubtotalAmount: {
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width: 110,
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textAlign: 'right',
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fontFamily: 'Courier',
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fontStyle: 'italic',
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color: '#444',
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},
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groupTotalRow: {
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flexDirection: 'row',
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paddingVertical: 6,
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marginTop: 6,
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borderTopWidth: 1,
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borderTopColor: '#1a1a1a',
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},
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groupTotalLabel: {
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flex: 1,
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fontWeight: 'bold',
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fontSize: 11,
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},
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groupTotalAmount: {
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width: 110,
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textAlign: 'right',
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fontFamily: 'Courier',
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fontWeight: 'bold',
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fontSize: 11,
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},
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summaryBlock: {
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marginTop: 20,
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paddingTop: 10,
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borderTopWidth: 2,
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borderTopColor: '#1a1a1a',
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},
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summaryRow: {
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flexDirection: 'row',
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paddingVertical: 4,
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},
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summaryLabel: {
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flex: 1,
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color: '#1a1a1a',
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},
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summaryAmount: {
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width: 110,
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textAlign: 'right',
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fontFamily: 'Courier',
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},
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summaryEmphasisLabel: {
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flex: 1,
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fontWeight: 'bold',
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fontSize: 12,
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},
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summaryEmphasisAmount: {
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width: 110,
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textAlign: 'right',
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fontFamily: 'Courier',
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fontWeight: 'bold',
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fontSize: 12,
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},
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disclaimer: {
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position: 'absolute',
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bottom: 52,
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left: 40,
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right: 40,
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paddingTop: 6,
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paddingBottom: 6,
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paddingHorizontal: 10,
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borderWidth: 0.8,
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borderColor: '#b45309',
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backgroundColor: '#fef3c7',
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borderRadius: 3,
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},
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disclaimerTitle: {
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fontSize: 8,
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fontWeight: 'bold',
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color: '#78350f',
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marginBottom: 2,
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},
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disclaimerText: {
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fontSize: 7.5,
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color: '#78350f',
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lineHeight: 1.3,
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},
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footer: {
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position: 'absolute',
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bottom: 24,
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left: 40,
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right: 40,
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borderTopWidth: 0.5,
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borderTopColor: '#d4d4d4',
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paddingTop: 6,
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flexDirection: 'row',
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justifyContent: 'space-between',
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},
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footerText: {
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fontSize: 8,
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color: '#888',
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},
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})
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function formatAmount(amount: number): string {
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return new Intl.NumberFormat('sv-SE', {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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}).format(amount)
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}
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function formatOrgNumber(orgNumber: string): string {
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const cleaned = orgNumber.replace(/\D/g, '')
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if (cleaned.length === 10) {
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return `${cleaned.slice(0, 6)}-${cleaned.slice(6)}`
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}
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return orgNumber
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}
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function formatDateSv(iso: string): string {
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if (!iso) return ''
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return new Date(iso).toLocaleDateString('sv-SE')
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}
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export interface FinancialStatementSection {
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title: string
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rows: { account_number: string; account_name: string; amount: number }[]
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subtotal: number
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}
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export interface FinancialStatementGroup {
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heading: string
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sections: FinancialStatementSection[]
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totalLabel: string
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total: number
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negate?: boolean
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}
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export interface FinancialStatementSummaryRow {
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label: string
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amount: number
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emphasis?: boolean
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}
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interface FinancialStatementPDFProps {
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title: string
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groups: FinancialStatementGroup[]
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summary?: FinancialStatementSummaryRow[]
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period: { start: string; end: string }
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company: CompanySettings
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generatedAt: string
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}
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export function FinancialStatementPDF({
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title,
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groups,
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summary,
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period,
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company,
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generatedAt,
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}: FinancialStatementPDFProps) {
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const companyDisplayName = company.trade_name || company.company_name || ''
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const periodLabel = period.start && period.end
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? `${formatDateSv(period.start)} – ${formatDateSv(period.end)}`
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: ''
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return (
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<Document>
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<Page size="A4" style={styles.page}>
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<View style={styles.header} fixed>
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<View style={styles.titleBlock}>
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<Text style={styles.title}>{title}</Text>
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{companyDisplayName && (
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<Text style={styles.subtitle}>{companyDisplayName}</Text>
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)}
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{periodLabel && (
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<Text style={styles.period}>Period: {periodLabel}</Text>
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)}
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</View>
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<View style={styles.companyInfo}>
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{company.company_name && (
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<Text style={styles.companyName}>{company.company_name}</Text>
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)}
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{company.org_number && (
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<Text style={styles.companyMeta}>
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Org.nr: {formatOrgNumber(company.org_number)}
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</Text>
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)}
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{company.vat_number && (
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<Text style={styles.companyMeta}>VAT: {company.vat_number}</Text>
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)}
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</View>
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</View>
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{groups.map((group, gi) => (
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<View key={gi} style={styles.group} wrap>
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<Text style={styles.groupHeading}>{group.heading}</Text>
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{group.sections.length === 0 ? (
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<Text style={{ fontSize: 9, color: '#888', fontStyle: 'italic' }}>
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Inga poster i perioden.
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</Text>
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) : (
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group.sections.map((section, si) => (
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<View key={si} style={styles.section} wrap={false}>
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<Text style={styles.sectionTitle}>{section.title}</Text>
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{section.rows.map((row, ri) => {
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const displayAmount = group.negate ? -row.amount : row.amount
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return (
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<View key={ri} style={styles.row}>
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<Text style={styles.colAccount}>{row.account_number}</Text>
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<Text style={styles.colName}>{row.account_name}</Text>
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<Text style={styles.colAmount}>{formatAmount(displayAmount)}</Text>
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</View>
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)
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})}
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{section.rows.length > 1 && (
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<View style={styles.sectionSubtotalRow}>
|
||||
<Text style={styles.sectionSubtotalLabel}>Summa {section.title.toLowerCase()}</Text>
|
||||
<Text style={styles.sectionSubtotalAmount}>
|
||||
{formatAmount(group.negate ? -section.subtotal : section.subtotal)}
|
||||
</Text>
|
||||
</View>
|
||||
)}
|
||||
</View>
|
||||
))
|
||||
)}
|
||||
|
||||
<View style={styles.groupTotalRow}>
|
||||
<Text style={styles.groupTotalLabel}>{group.totalLabel}</Text>
|
||||
<Text style={styles.groupTotalAmount}>
|
||||
{formatAmount(group.negate ? -group.total : group.total)}
|
||||
</Text>
|
||||
</View>
|
||||
</View>
|
||||
))}
|
||||
|
||||
{summary && summary.length > 0 && (
|
||||
<View style={styles.summaryBlock} wrap={false}>
|
||||
{summary.map((row, i) => (
|
||||
<View key={i} style={styles.summaryRow}>
|
||||
<Text style={row.emphasis ? styles.summaryEmphasisLabel : styles.summaryLabel}>
|
||||
{row.label}
|
||||
</Text>
|
||||
<Text style={row.emphasis ? styles.summaryEmphasisAmount : styles.summaryAmount}>
|
||||
{formatAmount(row.amount)}
|
||||
</Text>
|
||||
</View>
|
||||
))}
|
||||
</View>
|
||||
)}
|
||||
|
||||
<View style={styles.disclaimer} fixed>
|
||||
<Text style={styles.disclaimerTitle}>Arbetsutkast – ej undertecknat</Text>
|
||||
<Text style={styles.disclaimerText}>
|
||||
Detta dokument är ett internt arbetsutkast och utgör inte en godkänd
|
||||
årsredovisning enligt ÅRL 2 kap 7 §. Den formella årsredovisningen ska
|
||||
undertecknas av samtliga styrelseledamöter och, i förekommande fall, VD
|
||||
innan den lämnas in till Bolagsverket.
|
||||
</Text>
|
||||
</View>
|
||||
|
||||
<View style={styles.footer} fixed>
|
||||
<Text style={styles.footerText}>
|
||||
{companyDisplayName}
|
||||
{company.org_number ? ` · ${formatOrgNumber(company.org_number)}` : ''}
|
||||
</Text>
|
||||
<Text
|
||||
style={styles.footerText}
|
||||
render={({ pageNumber, totalPages }) => `Genererad ${formatDateSv(generatedAt)} · Sida ${pageNumber} av ${totalPages}`}
|
||||
/>
|
||||
</View>
|
||||
</Page>
|
||||
</Document>
|
||||
)
|
||||
}
|
||||
Reference in New Issue
Block a user