Add/bokslut (#718)
* feat(arcim-migration): Briox provider with SIE-over-API import - Briox auth via account ID + application token (no app-level credentials); both tokens rotate on refresh and are persisted - New sie-fetcher pulls the general ledger as SIE through the provider API for Fortnox, Briox and Bjorn Lunden - Wizard stops on a failed SIE import and surfaces the real errors instead of proceeding to the misleading migrate-guard message - PROVIDER_SIE_ONLY_FORTNOX renamed to PROVIDER_SIE_NOT_SUPPORTED; new PROVIDER_TOKEN_INVALID for rejected provider credentials Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): per-line accruals (periodisering) on invoices and supplier invoices Defer revenue/costs per invoice line to 29xx/17xx interim accounts with automatic monthly dissolution (nightly cron + catch-up at registration), schedule cancellation on credit, year-end auto-detect exclusion for already-scheduled invoices, invoice-inbox service-period extraction for prefill, and an MCP tool to list schedules. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bokslut): iXBRL arsredovisning generation and Bolagsverket digital filing Generate the annual report as iXBRL from a generated taxonomy registry (K2 element lists, taxonomy:generate/check scripts + CI guard), expose it via the fiscal-period API, and add the bolagsverket extension for digital submission to eget utrymme with webhook-driven status tracking (submissions table + pg tests, lifecycle events, year-end wizard UI). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(mcp): raise origin-guard test timeout to 20s The dynamic import pulls in the full server module; the parse alone flirts with the 5s default under full-suite parallel load. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Add new scripts and documentation for K2 AB taxonomy generation and validation - Introduced `generate-taxonomy-registry.ts` to automate the generation of the iXBRL taxonomy concept registry from official element lists and tuple models. - Added `validate-ixbrl.mjs` for validating generated iXBRL reports against the official taxonomy package using Arelle. - Included new documentation files: - `k2-ab-arsredovisning-elementlista-2024-09-12_rev20250312_sv.xlsx` - `tuple-innehallsmodell-arsredovisning-k2-2024-09-12.xlsx` - `taxonomi-paket-2024-09-12_rev20250312.zip` * Add tests for bookkeeping accruals dissolution and supplier invoices - Implement tests for the POST /api/bookkeeping/accruals/[id]/dissolve route, covering success and error scenarios. - Add tests for the DELETE /api/supplier-invoices/[id] route, including authentication checks and validation of invoice deletion conditions. - Introduce tests for the Arcim migration provider client, ensuring token handling and error classification. - Create tests for the Bolagsverket extension, validating submission role enforcement and environment settings. - Add Zod schemas for Bolagsverket response payloads to ensure proper validation. - Implement tests for MCP server's list accrual schedules, confirming registration and scope mapping. - Add consistency tests for IXBRL document generation, ensuring duplicate facts and XML escaping are handled correctly. - Introduce typed domain errors for accrual schedules to improve error handling in the service. - Add tests for resolving consent with Briox token refresh concurrency, ensuring proper token management and error handling. * fix(tests): update payload size guard comments to reflect recent changes in tool descriptions and ceiling adjustments * fix(gitattributes): mark generated JSON files in bokslut taxonomy as linguist-generated * feat(migrations): add backfill for invoices.journal_entry_id and fallback for next_voucher_number user_id * feat(bokslut): enhance compliance and financial processing features with new submission details and security measures --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Mattsson
co-authored by
Claude Fable 5
Claude Fable 5
parent
8e8b63a200
commit
db8983ba9e
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'use client'
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import { useTranslations } from 'next-intl'
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import { X } from 'lucide-react'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select'
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import { formatCurrency } from '@/lib/utils'
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import {
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computeInstallmentAmounts,
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countCalendarMonths,
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} from '@/lib/bookkeeping/accruals/compute'
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import type { AccrualDirection } from '@/types'
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export interface AccrualFormValue {
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start: string
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end: string
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balanceAccount: string
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}
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// The statutory BAS interim accounts per direction — a fixed list reads
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// better than a full account combobox and mirrors the DB CHECK (17xx/29xx).
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const BALANCE_ACCOUNT_OPTIONS: Record<AccrualDirection, Array<{ value: string; label: string }>> = {
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expense: [
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{ value: '1710', label: '1710 Förutbetalda hyreskostnader' },
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{ value: '1720', label: '1720 Förutbetalda leasingavgifter' },
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{ value: '1730', label: '1730 Förutbetalda försäkringspremier' },
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{ value: '1740', label: '1740 Förutbetalda räntekostnader' },
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{ value: '1790', label: '1790 Övriga förutbetalda kostnader' },
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],
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revenue: [
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{ value: '2970', label: '2970 Förutbetalda intäkter' },
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{ value: '2971', label: '2971 Förutbetalda hyresintäkter' },
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{ value: '2972', label: '2972 Förutbetalda medlemsavgifter' },
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{ value: '2979', label: '2979 Övriga förutbetalda intäkter' },
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],
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}
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/**
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* Per-line periodisering panel for the invoice editors: service period +
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* interim balance account + a live "N månader × X kr" preview. The parent
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* owns the toggle; this renders only while periodisering is active on the
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* line. VAT is never affected — only the net amount is deferred.
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*/
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export default function AccrualPeriodControl({
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direction,
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amount,
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value,
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onChange,
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onRemove,
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idPrefix,
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}: {
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direction: AccrualDirection
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/** Net line amount (ex VAT) — drives the preview and the K2 hint. */
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amount: number
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value: AccrualFormValue
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onChange: (next: AccrualFormValue) => void
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onRemove: () => void
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idPrefix: string
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}) {
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const t = useTranslations('accruals')
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let preview: string | null = null
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let previewInvalid: string | null = null
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if (value.start && value.end) {
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if (value.end < value.start) {
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previewInvalid = t('preview_invalid_period')
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} else {
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try {
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const months = countCalendarMonths(value.start, value.end)
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if (months < 2) {
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previewInvalid = t('preview_min_months')
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} else if (amount > 0) {
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const amounts = computeInstallmentAmounts(amount, months)
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preview = t('preview', {
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months,
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amount: formatCurrency(amounts[0]),
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})
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}
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} catch {
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previewInvalid = t('preview_invalid_period')
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}
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}
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}
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const showK2Hint = amount > 0 && amount < 5000
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return (
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<div className="rounded-md border bg-muted/30 p-3 space-y-3">
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<div className="flex items-center justify-between">
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<span className="text-xs font-medium uppercase tracking-wider text-muted-foreground">
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{t('panel_title')}
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</span>
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<Button
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type="button"
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variant="ghost"
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size="icon"
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className="h-7 w-7"
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onClick={onRemove}
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aria-label={t('remove_aria')}
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>
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<X className="h-3.5 w-3.5 text-muted-foreground" />
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</Button>
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</div>
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<div className="grid grid-cols-1 sm:grid-cols-3 gap-3">
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<div className="space-y-1.5">
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<Label htmlFor={`${idPrefix}-start`} className="text-xs">
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{t('start_label')}
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</Label>
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<Input
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id={`${idPrefix}-start`}
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type="date"
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className="h-9"
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value={value.start}
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onChange={(e) => onChange({ ...value, start: e.target.value })}
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/>
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</div>
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<div className="space-y-1.5">
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<Label htmlFor={`${idPrefix}-end`} className="text-xs">
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{t('end_label')}
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</Label>
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<Input
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id={`${idPrefix}-end`}
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type="date"
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className="h-9"
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value={value.end}
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onChange={(e) => onChange({ ...value, end: e.target.value })}
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/>
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</div>
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<div className="space-y-1.5">
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<Label className="text-xs">{t('account_label')}</Label>
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<Select
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value={value.balanceAccount}
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onValueChange={(account) => onChange({ ...value, balanceAccount: account })}
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>
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<SelectTrigger className="h-9" aria-label={t('account_label')}>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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{BALANCE_ACCOUNT_OPTIONS[direction].map((option) => (
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<SelectItem key={option.value} value={option.value}>
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{option.label}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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</div>
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{(preview || previewInvalid) && (
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<p
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className={
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previewInvalid ? 'text-xs text-destructive' : 'text-xs text-muted-foreground tabular-nums'
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}
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>
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{previewInvalid ?? preview}
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</p>
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)}
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{showK2Hint && (
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<p className="text-xs text-muted-foreground">{t('k2_hint')}</p>
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)}
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</div>
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)
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}
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@@ -64,14 +64,17 @@ export function DispositionsStep({ periodId, onBack, onContinue }: DispositionsS
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const data = body.data as DispositionsProposal
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setProposal(data)
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const selections: UiState['selections'] = {}
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for (const p of data.proposals) {
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const key = proposalKey(p)
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data.proposals.forEach((p, index) => {
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// Key must match the render loop and buildPostItems, which both pass
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// the array index — omitting it here defaulted every non-ateforing
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// key to ":0", so only the first proposal card ever rendered.
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const key = proposalKey(p, index)
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selections[key] = {
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accept: true,
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overrideAmount: p.amount,
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lockedSkip: Boolean(p.required),
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}
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}
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})
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setUi({ selections })
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} catch {
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setFetchError('Kunde inte ladda dispositioner')
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