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
2026-03-04 14:19:56 +01:00
co-authored by Claude Opus 4.6
parent a9bf24ce0b
commit 66a4027f1e
104 changed files with 4964 additions and 5501 deletions
@@ -9,6 +9,7 @@ import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, FileText, Loader2, MessageSquareText, Paperclip } from 'lucide-react'
import { Tooltip, TooltipTrigger, TooltipContent, TooltipProvider } from '@/components/ui/info-tooltip'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import { getTemplateById } from '@/lib/bookkeeping/booking-templates'
import type { TransactionWithInvoice, CategorizeHandler } from './transaction-types'
import type { SuggestedCategory, SuggestedTemplate } from '@/lib/transactions/category-suggestions'
@@ -26,6 +27,7 @@ interface TransactionInboxCardProps {
onOpenCategoryDialog: (transaction: TransactionWithInvoice) => void
onOpenDescribe?: (transaction: TransactionWithInvoice) => void
onOpenQuickReview?: (transaction: TransactionWithInvoice, suggestion: SuggestedCategory) => void
onOpenTemplateReview?: (transaction: TransactionWithInvoice, templateId: string) => void
onToggleSelect: (id: string) => void
onAnimationComplete?: (id: string) => void
}
@@ -44,6 +46,7 @@ export default function TransactionInboxCard({
onOpenCategoryDialog,
onOpenDescribe,
onOpenQuickReview,
onOpenTemplateReview,
onToggleSelect,
onAnimationComplete,
}: TransactionInboxCardProps) {
@@ -174,6 +177,36 @@ export default function TransactionInboxCard({
)}
Matcha Leverantörsfaktura {transaction.potential_supplier_invoice!.supplier_invoice_number}
</Button>
) : templateSuggestions && templateSuggestions.length > 0 ? (
<>
{templateSuggestions.slice(0, 2).map((ts, idx) => {
const tmpl = getTemplateById(ts.template_id)
return (
<Button
key={ts.template_id}
size="sm"
variant={idx === 0 ? 'default' : 'outline'}
className="h-8 text-xs"
onClick={() => {
if (onOpenTemplateReview && tmpl) {
onOpenTemplateReview(transaction, ts.template_id)
} else if (topSuggestion) {
handleSuggestionClick(topSuggestion)
}
}}
disabled={isProcessing || isDisabled}
>
{isProcessing && idx === 0 ? (
<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
) : null}
{ts.name_sv}
<span className="ml-1 opacity-70 font-normal">
({ts.debit_account})
</span>
</Button>
)
})}
</>
) : topSuggestion ? (
<Button
size="sm"
@@ -199,24 +232,6 @@ export default function TransactionInboxCard({
</Button>
) : null}
{/* Secondary suggestions (up to 1 more) */}
{!hasInvoiceMatch && suggestions && suggestions.length > 1 && (
<Button
size="sm"
variant="outline"
className="h-8 text-xs"
onClick={() => handleSuggestionClick(suggestions[1])}
disabled={isProcessing || isDisabled}
>
{suggestions[1].label}
{suggestions[1].account && (
<span className="ml-1 text-muted-foreground font-normal">
({formatAccountWithName(suggestions[1].account)})
</span>
)}
</Button>
)}
{/* Describe transaction */}
{onOpenDescribe && (
<Button
@@ -231,15 +246,17 @@ export default function TransactionInboxCard({
</Button>
)}
{/* Open category dialog */}
{/* Open category dialog / template picker */}
<Button
size="sm"
variant={!hasInvoiceMatch && !topSuggestion ? 'default' : 'outline'}
variant={!hasInvoiceMatch && !hasSupplierInvoiceMatch && !topSuggestion && (!templateSuggestions || templateSuggestions.length === 0) ? 'default' : 'outline'}
className="h-8 text-xs"
onClick={() => onOpenCategoryDialog(transaction)}
disabled={isProcessing || isDisabled}
>
{!hasInvoiceMatch && !topSuggestion ? 'Bokför' : 'Bokför manuellt...'}
{!hasInvoiceMatch && !hasSupplierInvoiceMatch && !topSuggestion && (!templateSuggestions || templateSuggestions.length === 0)
? 'Välj mall...'
: 'Välj mall...'}
</Button>
</div>
)}