feat: consolidate booking templates from 100 to 48 and improve codebase
Reduce booking template library to eliminate duplicate suggestions when users describe transactions. Templates with identical accounting treatment (same account + VAT) are merged, keywords consolidated, and the entire subscriptions group is eliminated. Also includes prior work on reports, extensions, and transaction improvements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
co-authored by
Claude Opus 4.6
parent
9d684d7e9f
commit
6956a757f3
@@ -43,6 +43,22 @@ export async function POST(request: Request) {
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return NextResponse.json({ error: durationError }, { status: 400 })
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}
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// Check for overlapping periods
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const { data: overlapping } = await supabase
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.from('fiscal_periods')
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.select('id, name')
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.eq('user_id', user.id)
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.lte('period_start', body.period_end)
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.gte('period_end', body.period_start)
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.limit(1)
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if (overlapping && overlapping.length > 0) {
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return NextResponse.json(
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{ error: `Overlaps with existing period: ${overlapping[0].name}` },
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{ status: 409 }
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)
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}
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const { data, error } = await supabase
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.from('fiscal_periods')
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.insert({
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@@ -1,69 +1,9 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { generateNEDeclaration } from '@/extensions/ne-bilaga/ne-engine'
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import {
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generateSRUFile,
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sruFileToString,
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getSRUFilename,
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} from '@/extensions/sru-export/lib/sru-generator'
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/**
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* GET /api/extensions/ne-bilaga
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*
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* Generate NE declaration (NE-bilaga) for enskild firma.
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*
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* Query parameters:
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* - period_id: Fiscal period ID (required)
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* - format: 'json' (default) or 'sru' for SRU file download
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*
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* Returns:
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* - JSON: NE declaration with rutor R1-R11 and breakdown
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* - SRU: Downloadable SRU file for Skatteverket submission
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* Legacy route — redirects to /api/reports/ne-bilaga
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*/
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export async function GET(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const { searchParams } = new URL(request.url)
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const periodId = searchParams.get('period_id')
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const format = searchParams.get('format') || 'json'
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if (!periodId) {
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return NextResponse.json(
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{ error: 'period_id is required' },
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{ status: 400 }
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)
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}
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try {
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const declaration = await generateNEDeclaration(user.id, periodId)
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if (format === 'sru') {
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// Generate and return SRU file
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const sruFile = generateSRUFile(declaration)
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const sruContent = sruFileToString(sruFile)
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const filename = getSRUFilename(declaration)
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return new NextResponse(sruContent, {
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status: 200,
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headers: {
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'Content-Type': 'text/plain; charset=utf-8',
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'Content-Disposition': `attachment; filename="${filename}"`,
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},
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})
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}
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// Default: return JSON
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return NextResponse.json({ data: declaration })
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} catch (err) {
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console.error('Error generating NE declaration:', err)
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Failed to generate NE declaration' },
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{ status: 500 }
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)
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}
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const { search } = new URL(request.url)
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return NextResponse.redirect(new URL(`/api/reports/ne-bilaga${search}`, request.url), 308)
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}
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@@ -1,29 +1,8 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { getSRUCoverage } from '@/extensions/sru-export/sru-engine'
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/**
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* GET /api/extensions/sru-export/coverage
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*
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* Returns SRU code coverage stats: how many accounts have SRU codes vs total,
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* and a list of accounts missing codes.
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* Legacy route — redirects to /api/reports/sru-export/coverage
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*/
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export async function GET() {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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try {
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const coverage = await getSRUCoverage(user.id)
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return NextResponse.json({ data: coverage })
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} catch (err) {
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console.error('Error fetching SRU coverage:', err)
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Failed to fetch SRU coverage' },
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{ status: 500 }
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)
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}
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export async function GET(request: Request) {
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return NextResponse.redirect(new URL('/api/reports/sru-export/coverage', request.url), 308)
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}
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@@ -1,150 +1,9 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { aggregateBalancesBySRU } from '@/extensions/sru-export/sru-engine'
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import {
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generateGenericSRU,
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getGenericSRUFilename,
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sruFileToString,
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validateSRUFile,
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SRU_CODE_DESCRIPTIONS,
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} from '@/extensions/sru-export/sru-generator'
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import type { SRUFormType } from '@/extensions/sru-export/sru-generator'
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import type { EntityType } from '@/types'
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/**
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* GET /api/extensions/sru-export
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*
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* Generate SRU export from chart_of_accounts sru_code mappings.
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*
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* Query parameters:
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* - period_id: Fiscal period ID (required)
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* - format: 'json' (default) or 'sru' for downloadable file
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* Legacy route — redirects to /api/reports/sru-export
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*/
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export async function GET(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const { searchParams } = new URL(request.url)
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const periodId = searchParams.get('period_id')
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const format = searchParams.get('format') || 'json'
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if (!periodId) {
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return NextResponse.json(
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{ error: 'period_id is required' },
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{ status: 400 }
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)
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}
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try {
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// Fetch company settings to determine entity type
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const { data: settings } = await supabase
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.from('company_settings')
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.select('entity_type, company_name, org_number')
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.eq('user_id', user.id)
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.single()
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if (!settings) {
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return NextResponse.json(
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{ error: 'Company settings not found. Complete onboarding first.' },
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{ status: 400 }
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)
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}
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// Determine form type from entity type
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const formType: SRUFormType = settings.entity_type === 'aktiebolag' ? 'INK2' : 'NE'
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// Fetch fiscal period for date range
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const { data: period } = await supabase
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.from('fiscal_periods')
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.select('*')
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.eq('id', periodId)
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.eq('user_id', user.id)
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.single()
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if (!period) {
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return NextResponse.json(
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{ error: 'Fiscal period not found' },
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{ status: 404 }
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)
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}
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// Aggregate balances by SRU code
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const sruBalances = await aggregateBalancesBySRU(user.id, periodId)
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if (format === 'sru') {
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// Generate and return SRU file
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const sruFile = generateGenericSRU({
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formType,
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orgNumber: settings.org_number,
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companyName: settings.company_name || 'Okänt företag',
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fiscalYearStart: period.period_start,
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fiscalYearEnd: period.period_end,
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sruBalances,
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})
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const validation = validateSRUFile(sruFile)
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if (!validation.isValid) {
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return NextResponse.json(
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{ error: 'SRU validation failed', details: validation.errors },
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{ status: 500 }
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)
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}
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const sruContent = sruFileToString(sruFile)
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const filename = getGenericSRUFilename(formType, settings.org_number, period.period_start)
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return new NextResponse(sruContent, {
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status: 200,
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headers: {
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'Content-Type': 'text/plain; charset=utf-8',
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'Content-Disposition': `attachment; filename="${filename}"`,
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},
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})
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}
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// Default: return JSON preview
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const balancesArray = Array.from(sruBalances.values())
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.sort((a, b) => a.sruCode.localeCompare(b.sruCode))
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.map((b) => ({
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sruCode: b.sruCode,
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description: SRU_CODE_DESCRIPTIONS[b.sruCode] || `SRU ${b.sruCode}`,
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amount: b.amount,
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accounts: b.accounts,
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}))
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const warnings: string[] = []
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if (!period.is_closed) {
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warnings.push('Räkenskapsåret är inte stängt. Siffrorna kan ändras.')
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}
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if (balancesArray.length === 0) {
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warnings.push('Inga konton med SRU-koder har bokförda poster i denna period.')
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}
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return NextResponse.json({
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data: {
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formType,
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entityType: settings.entity_type as EntityType,
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companyName: settings.company_name,
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orgNumber: settings.org_number,
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fiscalYear: {
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id: period.id,
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name: period.name,
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start: period.period_start,
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end: period.period_end,
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},
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balances: balancesArray,
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warnings,
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},
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})
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} catch (err) {
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console.error('Error generating SRU export:', err)
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Failed to generate SRU export' },
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{ status: 500 }
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)
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}
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const { search } = new URL(request.url)
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return NextResponse.redirect(new URL(`/api/reports/sru-export${search}`, request.url), 308)
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}
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@@ -0,0 +1,69 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { generateNEDeclaration } from '@/lib/reports/ne-bilaga/ne-engine'
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import {
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generateSRUFile,
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sruFileToString,
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getSRUFilename,
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} from '@/lib/reports/sru-export/sru-generator'
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/**
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* GET /api/reports/ne-bilaga
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*
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* Generate NE declaration (NE-bilaga) for enskild firma.
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*
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* Query parameters:
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* - period_id: Fiscal period ID (required)
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* - format: 'json' (default) or 'sru' for SRU file download
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*
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* Returns:
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* - JSON: NE declaration with rutor R1-R11 and breakdown
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* - SRU: Downloadable SRU file for Skatteverket submission
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*/
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export async function GET(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const { searchParams } = new URL(request.url)
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const periodId = searchParams.get('period_id')
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const format = searchParams.get('format') || 'json'
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if (!periodId) {
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return NextResponse.json(
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{ error: 'period_id is required' },
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{ status: 400 }
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)
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}
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try {
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const declaration = await generateNEDeclaration(user.id, periodId)
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if (format === 'sru') {
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// Generate and return SRU file
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const sruFile = generateSRUFile(declaration)
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const sruContent = sruFileToString(sruFile)
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const filename = getSRUFilename(declaration)
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return new NextResponse(sruContent, {
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status: 200,
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headers: {
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'Content-Type': 'text/plain; charset=utf-8',
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'Content-Disposition': `attachment; filename="${filename}"`,
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},
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})
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}
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// Default: return JSON
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return NextResponse.json({ data: declaration })
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} catch (err) {
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console.error('Error generating NE declaration:', err)
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Failed to generate NE declaration' },
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{ status: 500 }
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)
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}
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}
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@@ -0,0 +1,29 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { getSRUCoverage } from '@/lib/reports/sru-export/sru-engine'
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/**
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* GET /api/reports/sru-export/coverage
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*
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* Returns SRU code coverage stats: how many accounts have SRU codes vs total,
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* and a list of accounts missing codes.
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*/
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export async function GET() {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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try {
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const coverage = await getSRUCoverage(user.id)
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return NextResponse.json({ data: coverage })
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} catch (err) {
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console.error('Error fetching SRU coverage:', err)
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Failed to fetch SRU coverage' },
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{ status: 500 }
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)
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}
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}
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@@ -0,0 +1,150 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { aggregateBalancesBySRU } from '@/lib/reports/sru-export/sru-engine'
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import {
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generateGenericSRU,
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getGenericSRUFilename,
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sruFileToString,
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validateSRUFile,
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SRU_CODE_DESCRIPTIONS,
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} from '@/lib/reports/sru-export/sru-generic-generator'
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import type { SRUFormType } from '@/lib/reports/sru-export/sru-generic-generator'
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import type { EntityType } from '@/types'
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/**
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* GET /api/reports/sru-export
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*
|
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* Generate SRU export from chart_of_accounts sru_code mappings.
|
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*
|
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* Query parameters:
|
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* - period_id: Fiscal period ID (required)
|
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* - format: 'json' (default) or 'sru' for downloadable file
|
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*/
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export async function GET(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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|
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const { searchParams } = new URL(request.url)
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const periodId = searchParams.get('period_id')
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const format = searchParams.get('format') || 'json'
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if (!periodId) {
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return NextResponse.json(
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{ error: 'period_id is required' },
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{ status: 400 }
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)
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}
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|
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try {
|
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// Fetch company settings to determine entity type
|
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const { data: settings } = await supabase
|
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.from('company_settings')
|
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.select('entity_type, company_name, org_number')
|
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.eq('user_id', user.id)
|
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.single()
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if (!settings) {
|
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return NextResponse.json(
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{ error: 'Company settings not found. Complete onboarding first.' },
|
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{ status: 400 }
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)
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}
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// Determine form type from entity type
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const formType: SRUFormType = settings.entity_type === 'aktiebolag' ? 'INK2' : 'NE'
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// Fetch fiscal period for date range
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const { data: period } = await supabase
|
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.from('fiscal_periods')
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.select('*')
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.eq('id', periodId)
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.eq('user_id', user.id)
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.single()
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if (!period) {
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return NextResponse.json(
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{ error: 'Fiscal period not found' },
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{ status: 404 }
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)
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}
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// Aggregate balances by SRU code
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const sruBalances = await aggregateBalancesBySRU(user.id, periodId)
|
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|
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if (format === 'sru') {
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// Generate and return SRU file
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const sruFile = generateGenericSRU({
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formType,
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orgNumber: settings.org_number,
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companyName: settings.company_name || 'Okänt företag',
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fiscalYearStart: period.period_start,
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fiscalYearEnd: period.period_end,
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sruBalances,
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})
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const validation = validateSRUFile(sruFile)
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if (!validation.isValid) {
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return NextResponse.json(
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{ error: 'SRU validation failed', details: validation.errors },
|
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{ status: 500 }
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)
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}
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const sruContent = sruFileToString(sruFile)
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const filename = getGenericSRUFilename(formType, settings.org_number, period.period_start)
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return new NextResponse(sruContent, {
|
||||
status: 200,
|
||||
headers: {
|
||||
'Content-Type': 'text/plain; charset=utf-8',
|
||||
'Content-Disposition': `attachment; filename="${filename}"`,
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
// Default: return JSON preview
|
||||
const balancesArray = Array.from(sruBalances.values())
|
||||
.sort((a, b) => a.sruCode.localeCompare(b.sruCode))
|
||||
.map((b) => ({
|
||||
sruCode: b.sruCode,
|
||||
description: SRU_CODE_DESCRIPTIONS[b.sruCode] || `SRU ${b.sruCode}`,
|
||||
amount: b.amount,
|
||||
accounts: b.accounts,
|
||||
}))
|
||||
|
||||
const warnings: string[] = []
|
||||
if (!period.is_closed) {
|
||||
warnings.push('Räkenskapsåret är inte stängt. Siffrorna kan ändras.')
|
||||
}
|
||||
if (balancesArray.length === 0) {
|
||||
warnings.push('Inga konton med SRU-koder har bokförda poster i denna period.')
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
formType,
|
||||
entityType: settings.entity_type as EntityType,
|
||||
companyName: settings.company_name,
|
||||
orgNumber: settings.org_number,
|
||||
fiscalYear: {
|
||||
id: period.id,
|
||||
name: period.name,
|
||||
start: period.period_start,
|
||||
end: period.period_end,
|
||||
},
|
||||
balances: balancesArray,
|
||||
warnings,
|
||||
},
|
||||
})
|
||||
} catch (err) {
|
||||
console.error('Error generating SRU export:', err)
|
||||
return NextResponse.json(
|
||||
{ error: err instanceof Error ? err.message : 'Failed to generate SRU export' },
|
||||
{ status: 500 }
|
||||
)
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user