Bug/skv konto numbers (#498)

* feat(skattekonto): add overdue transactions handling and split logic

* feat: enhance transaction handling and loading states

- Update BalanceHero component to display last synced date and additional information about Skatteverket updates.
- Refactor BookDirectlyDialog to simplify transaction linking logic and improve UI for transaction selection.
- Revamp InvoiceInboxWorkspace layout for better responsiveness and user experience, including improved skeleton loading states.
- Introduce new loading states for ExtensionWorkspace to match the live layout and improve user feedback during data fetching.
- Implement exchange rate fetching in QuickReviewDialog, ensuring transactions are always processed in SEK with error handling for rate fetching.
- Add structured error handling for unavailable exchange rates in the transaction API.

* feat(skattekonto): add 'Skattekonto – saldo & transaktioner' scope and update authorization checks

* feat: implement reverse charge handling in supplier invoice calculations and UI

extensions/general/skatteverket/__tests__/skattekonto-buckets.test.ts

@@ -0,0 +1,102 @@
+import { describe, it, expect } from 'vitest'
+import { splitTransactions } from '../lib/skattekonto-buckets'
+import type { StoredSkattekontoTransaction } from '../types'
+
+function makeRow(
+  overrides: Partial<StoredSkattekontoTransaction> = {},
+): StoredSkattekontoTransaction {
+  return {
+    id: 'row-1',
+    company_id: 'co-1',
+    transaktionsidentitet: null,
+    dedup_key: 'h:abc',
+    transaktionsdatum: '2026-05-12',
+    forfallodatum: null,
+    ranteberakningsdatum: null,
+    transaktionstext: 'Test',
+    belopp_skatteverket: 100,
+    belopp_kronofogden: 0,
+    status: 'upcoming',
+    journal_entry_id: null,
+    imported_at: '2026-05-15T10:00:00Z',
+    updated_at: '2026-05-15T10:00:00Z',
+    ...overrides,
+  }
+}
+
+describe('splitTransactions', () => {
+  const today = '2026-05-15'
+
+  it('routes booked rows to booked regardless of date', () => {
+    const rows = [
+      makeRow({ id: 'a', status: 'booked', transaktionsdatum: '2026-05-12' }),
+      makeRow({ id: 'b', status: 'booked', transaktionsdatum: '2026-06-01' }),
+    ]
+    const out = splitTransactions(rows, today)
+    expect(out.booked.map(r => r.id)).toEqual(['a', 'b'])
+    expect(out.overdue).toEqual([])
+    expect(out.upcoming).toEqual([])
+  })
+
+  it('routes upcoming with past forfallodatum to overdue', () => {
+    // The reported bug: SKV still has it in kommande on 2026-05-15
+    // even though forfallodatum was 2026-05-12.
+    const rows = [
+      makeRow({ id: 'a', status: 'upcoming', forfallodatum: '2026-05-12' }),
+    ]
+    const out = splitTransactions(rows, today)
+    expect(out.overdue.map(r => r.id)).toEqual(['a'])
+    expect(out.upcoming).toEqual([])
+  })
+
+  it('routes upcoming with future forfallodatum to upcoming', () => {
+    const rows = [
+      makeRow({ id: 'a', status: 'upcoming', forfallodatum: '2026-06-12' }),
+    ]
+    const out = splitTransactions(rows, today)
+    expect(out.upcoming.map(r => r.id)).toEqual(['a'])
+    expect(out.overdue).toEqual([])
+  })
+
+  it('treats today as upcoming, not overdue', () => {
+    const rows = [
+      makeRow({ id: 'a', status: 'upcoming', forfallodatum: today }),
+    ]
+    const out = splitTransactions(rows, today)
+    expect(out.upcoming.map(r => r.id)).toEqual(['a'])
+    expect(out.overdue).toEqual([])
+  })
+
+  it('falls back to transaktionsdatum when forfallodatum is null', () => {
+    const rows = [
+      makeRow({
+        id: 'past',
+        status: 'upcoming',
+        forfallodatum: null,
+        transaktionsdatum: '2026-05-10',
+      }),
+      makeRow({
+        id: 'future',
+        status: 'upcoming',
+        forfallodatum: null,
+        transaktionsdatum: '2026-05-20',
+      }),
+    ]
+    const out = splitTransactions(rows, today)
+    expect(out.overdue.map(r => r.id)).toEqual(['past'])
+    expect(out.upcoming.map(r => r.id)).toEqual(['future'])
+  })
+
+  it('handles a mixed input', () => {
+    const rows = [
+      makeRow({ id: 'b1', status: 'booked' }),
+      makeRow({ id: 'o1', status: 'upcoming', forfallodatum: '2026-05-01' }),
+      makeRow({ id: 'u1', status: 'upcoming', forfallodatum: '2026-05-31' }),
+      makeRow({ id: 'o2', status: 'upcoming', forfallodatum: '2026-05-14' }),
+    ]
+    const out = splitTransactions(rows, today)
+    expect(out.booked.map(r => r.id)).toEqual(['b1'])
+    expect(out.overdue.map(r => r.id)).toEqual(['o1', 'o2'])
+    expect(out.upcoming.map(r => r.id)).toEqual(['u1'])
+  })
+})

extensions/general/skatteverket/index.ts

@@ -26,6 +26,7 @@ import {
   matchSkattekontoToEntry,
   SkattekontoMatchError,
 } from './lib/skattekonto-match'
+import { splitTransactions } from './lib/skattekonto-buckets'
 import type { SkattekontoBalanceSnapshot } from './types'
 import type { VatPeriodType } from '@/types'
 
@@ -1387,7 +1388,8 @@ export const skatteverketExtension: Extension = {
         }
 
         const rows = data ?? []
-        const booked = rows.filter(r => r.status === 'booked')
+        const today = new Date().toISOString().slice(0, 10)
+        const { booked, overdue, upcoming } = splitTransactions(rows, today)
 
         // Enrich obokförda rader with a single-best-candidate suggestion.
         // Only attached when there's exactly one match — avoids the UI
@@ -1411,7 +1413,8 @@ export const skatteverketExtension: Extension = {
         return NextResponse.json({
           data: {
             booked: bookedEnriched,
-            upcoming: rows.filter(r => r.status === 'upcoming'),
+            overdue,
+            upcoming,
           },
         })
       },

extensions/general/skatteverket/lib/oauth.ts

@@ -23,7 +23,7 @@ const DEFAULT_OAUTH_BASE_URL = 'https://peroauth2.test.skatteverket.se/oauth2/v1
 // section 4.1.2.2 — the 403 "Felaktigt access scope" example shows
 // `"description": "The required scope agd has been requested for that access token."`
 // The other tokens match the path segments of their respective APIs.
-const DEFAULT_SCOPES = 'momsdeklaration inkforetag skattekonto agd'
+const DEFAULT_SCOPES = 'momsdeklaration inkforetag skahmst skattekonto agd'
 
 function getOAuthBaseUrl(): string {
   return process.env.SKATTEVERKET_OAUTH_BASE_URL || DEFAULT_OAUTH_BASE_URL

extensions/general/skatteverket/lib/skattekonto-buckets.ts

@@ -0,0 +1,42 @@
+import type { StoredSkattekontoTransaction } from '../types'
+
+export interface SkattekontoBuckets<T extends StoredSkattekontoTransaction> {
+  booked: T[]
+  overdue: T[]
+  upcoming: T[]
+}
+
+/**
+ * Split skattekonto rows into UI buckets.
+ *
+ * SKV's `kommandeTransaktioner` includes rows whose due date has passed but
+ * haven't settled yet — labelling them "Kommande" misleads the user. We pull
+ * those into a separate "Förfallna" bucket here. Stored `status` keeps
+ * mirroring SKV.
+ *
+ * `today` is an ISO date string ('YYYY-MM-DD'). Lexicographic compare on
+ * ISO dates is chronological.
+ */
+export function splitTransactions<T extends StoredSkattekontoTransaction>(
+  rows: T[],
+  today: string,
+): SkattekontoBuckets<T> {
+  const booked: T[] = []
+  const overdue: T[] = []
+  const upcoming: T[] = []
+
+  for (const row of rows) {
+    if (row.status === 'booked') {
+      booked.push(row)
+      continue
+    }
+    const dueDate = row.forfallodatum ?? row.transaktionsdatum
+    if (dueDate < today) {
+      overdue.push(row)
+    } else {
+      upcoming.push(row)
+    }
+  }
+
+  return { booked, overdue, upcoming }
+}