feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup
- Update BAS account catalog with comprehensive SRU codes and K2 flags - Add currency revaluation service with tests and API route - Add expenses page and account deletion API - Enhance booking templates with new patterns and improved tests - Improve transaction categorization with template picker and description matching - Polish dashboard, onboarding, import, and transaction UIs - Refactor year-end service for multi-step closing - Move SRU generator to ne-bilaga, remove standalone SRU export - Remove unused dev docs, mock data, and extension hooks - Add invoice delivery note sequences migration Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
a9bf24ce0b
commit
66a4027f1e
@@ -8,13 +8,8 @@ import { Progress } from '@/components/ui/progress'
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import {
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Check,
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Circle,
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Users,
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Receipt,
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Building2,
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Camera,
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Sparkles,
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X,
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ChevronRight,
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} from 'lucide-react'
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import { cn } from '@/lib/utils'
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@@ -23,7 +18,6 @@ interface ChecklistItem {
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label: string
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description: string
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href: string
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icon: React.ComponentType<{ className?: string }>
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completed: boolean
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}
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@@ -61,7 +55,6 @@ export default function NewUserChecklist({
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label: 'Skapa konto',
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description: 'Du har ett konto!',
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href: '#',
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icon: Check,
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completed: true, // Always completed if they're seeing this
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},
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{
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@@ -69,7 +62,6 @@ export default function NewUserChecklist({
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label: 'Lägg till din första kund',
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description: 'Spara kunduppgifter för enkel fakturering',
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href: '/customers/new',
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icon: Users,
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completed: hasCustomers,
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},
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{
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@@ -77,7 +69,6 @@ export default function NewUserChecklist({
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label: 'Skicka din första faktura',
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description: 'Skapa en professionell faktura på 60 sekunder',
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href: '/invoices/new',
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icon: Receipt,
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completed: hasInvoices,
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},
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{
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@@ -85,7 +76,6 @@ export default function NewUserChecklist({
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label: 'Importera transaktioner',
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description: 'Importera kontoutdrag från din bank',
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href: '/import',
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icon: Building2,
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completed: hasBankConnected,
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},
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{
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@@ -93,7 +83,6 @@ export default function NewUserChecklist({
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label: 'Skanna ditt första kvitto',
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description: 'Fotografera för automatisk bokföring',
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href: '/receipts/scan',
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icon: Camera,
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completed: hasReceipts,
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},
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]
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@@ -150,16 +139,11 @@ export default function NewUserChecklist({
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>
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<CardHeader className="pb-3">
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<div className="flex items-center justify-between">
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<div className="flex items-center gap-3">
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<div className="p-2 rounded-lg bg-primary/10">
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<Sparkles className="h-4 w-4 text-primary" />
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</div>
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<div>
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<CardTitle className="text-base">Kom igång</CardTitle>
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<p className="text-sm text-muted-foreground">
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{completedCount} av {items.length} steg klara
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</p>
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</div>
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<div>
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<CardTitle className="text-base">Kom igång</CardTitle>
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<p className="text-sm text-muted-foreground">
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{completedCount} av {items.length} steg klara
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</p>
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</div>
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<Button
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variant="ghost"
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@@ -175,9 +159,7 @@ export default function NewUserChecklist({
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</CardHeader>
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<CardContent className="pt-0">
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<ul className="space-y-1">
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{items.map((item) => {
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const Icon = item.icon
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return (
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{items.map((item) => (
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<li key={item.id}>
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{item.completed ? (
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<div className="flex items-center gap-3 p-2 rounded-lg">
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@@ -204,12 +186,10 @@ export default function NewUserChecklist({
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{item.description}
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</p>
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</div>
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<ChevronRight className="h-4 w-4 text-muted-foreground group-hover:text-primary group-hover:translate-x-0.5 transition-all" />
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</Link>
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)}
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</li>
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)
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})}
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))}
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</ul>
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</CardContent>
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</Card>
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@@ -1,6 +1,6 @@
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'use client'
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import { useState, useMemo } from 'react'
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import { useState, useMemo, useEffect } from 'react'
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import { useForm, Controller } from 'react-hook-form'
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import { zodResolver } from '@hookform/resolvers/zod'
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import { z } from 'zod'
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@@ -49,6 +49,7 @@ interface Step3Output {
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interface Step3Props {
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initialData: Partial<Step3Output>
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entityType?: EntityType
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orgNumber?: string
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onNext: (data: Step3Output) => void
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onBack: () => void
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isSaving: boolean
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@@ -138,6 +139,7 @@ function getABFirstYearEndDates(
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export default function Step3TaxRegistration({
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initialData,
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entityType,
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orgNumber,
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onNext,
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onBack,
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isSaving,
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@@ -149,6 +151,7 @@ export default function Step3TaxRegistration({
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handleSubmit,
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watch,
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control,
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setValue,
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formState: { errors },
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} = useForm<FormData>({
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resolver: zodResolver(schema),
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@@ -174,6 +177,17 @@ export default function Step3TaxRegistration({
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const fiscalYearEndMonth = watch('fiscal_year_end_month')
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const accountingMethod = watch('accounting_method')
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// Auto-fill VAT number when vat_registered toggles on
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const vatNumber = watch('vat_number')
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useEffect(() => {
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if (vatRegistered && !vatNumber && orgNumber) {
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const cleaned = orgNumber.replace(/[-\s]/g, '')
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if (cleaned.length >= 10) {
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setValue('vat_number', `SE${cleaned}01`)
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}
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}
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}, [vatRegistered, vatNumber, orgNumber, setValue])
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// State for AB first-year end month selector
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const [abEndMonth, setAbEndMonth] = useState<number>(
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initialData.first_year_end
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@@ -361,18 +375,79 @@ export default function Step3TaxRegistration({
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{isFirstYear && (
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<div className="space-y-4 rounded-lg bg-muted/50 p-4">
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<div className="space-y-2">
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<Label htmlFor="first_year_start">Startdatum</Label>
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<Label>Startdatum</Label>
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<Controller
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name="first_year_start"
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control={control}
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render={({ field }) => (
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<Input
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id="first_year_start"
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type="date"
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value={field.value || ''}
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onChange={(e) => field.onChange(e.target.value)}
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/>
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)}
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render={({ field }) => {
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const parsed = field.value ? (() => {
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const d = new Date(field.value)
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if (isNaN(d.getTime())) return null
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return { day: d.getDate(), month: d.getMonth() + 1, year: d.getFullYear() }
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})() : null
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const selectedDay = parsed?.day ?? 0
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const selectedMonth = parsed?.month ?? 0
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const selectedYear = parsed?.year ?? 0
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const currentYear = new Date().getFullYear()
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const years = Array.from({ length: 7 }, (_, i) => currentYear - 5 + i)
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const maxDays = selectedMonth && selectedYear
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? lastDayOfMonth(selectedYear, selectedMonth)
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: 31
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const compose = (day: number, month: number, year: number) => {
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if (day && month && year) {
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const clamped = Math.min(day, lastDayOfMonth(year, month))
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field.onChange(`${year}-${String(month).padStart(2, '0')}-${String(clamped).padStart(2, '0')}`)
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}
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}
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return (
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<div className="grid grid-cols-3 gap-2">
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<Select
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value={selectedDay ? selectedDay.toString() : ''}
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onValueChange={(v) => compose(parseInt(v), selectedMonth, selectedYear)}
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>
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<SelectTrigger>
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<SelectValue placeholder="Dag" />
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</SelectTrigger>
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<SelectContent>
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{Array.from({ length: maxDays }, (_, i) => i + 1).map((d) => (
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<SelectItem key={d} value={d.toString()}>{d}</SelectItem>
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))}
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</SelectContent>
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</Select>
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<Select
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value={selectedMonth ? selectedMonth.toString() : ''}
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onValueChange={(v) => compose(selectedDay, parseInt(v), selectedYear)}
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>
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<SelectTrigger>
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<SelectValue placeholder="Månad" />
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</SelectTrigger>
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<SelectContent>
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{monthNames.map((name, i) => (
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<SelectItem key={i + 1} value={(i + 1).toString()}>{name}</SelectItem>
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))}
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</SelectContent>
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</Select>
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<Select
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value={selectedYear ? selectedYear.toString() : ''}
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onValueChange={(v) => compose(selectedDay, selectedMonth, parseInt(v))}
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>
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<SelectTrigger>
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<SelectValue placeholder="År" />
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</SelectTrigger>
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<SelectContent>
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{years.map((y) => (
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<SelectItem key={y} value={y.toString()}>{y}</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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)
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}}
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/>
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<p className="text-xs text-muted-foreground">
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Dagen verksamheten startade (bör vara den 1:a i en månad).
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@@ -593,7 +668,7 @@ export default function Step3TaxRegistration({
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="monthly">Månad</SelectItem>
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<SelectItem value="quarterly">Kvartal (rekommenderas)</SelectItem>
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<SelectItem value="quarterly">Kvartal</SelectItem>
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<SelectItem value="yearly">År</SelectItem>
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</SelectContent>
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</Select>
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