Mattsson
072aedeaf9
* fix: prevent credit notes from entering payment flow * fix: persist and display customer personal numbers * feat: configure automatic invoice reminder days * fix: issue credit notes through send flow * chore: add repository agent guidance * feat(mcp): route tools across user companies * fix(articles): delete unused register entries * feat(invoices): improve issued invoice actions * feat(supplier-invoices): retain uploaded source documents * docs: record implementation decisions * feat: enhance customer personal number handling and validation - Updated CustomerForm to allow personal numbers in the format of "********-1234" for individual customers. - Added validation to ensure personal numbers are only accepted for individual customers in CreateCustomerSchema. - Implemented masking and encryption for personal numbers to enhance data protection. - Introduced new utility functions for masking and encrypting personal numbers. - Added database migration to enforce unique constraints on credit note relationships and prevent duplicate entries. - Enhanced error handling and logging for credit note issuance and invoice processing. - Updated tests to cover new credit note creation guards and personal number handling. * test: enhance list companies test with supabase query mocks
389 lines
15 KiB
TypeScript
389 lines
15 KiB
TypeScript
import type { Invoice, Customer, CompanySettings } from '@/types'
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import { formatCurrency, formatDate, getCompanyDisplayName, getCompanyPrimaryName } from '@/lib/utils'
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export interface ReminderEmailData {
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invoice: Invoice
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customer: Customer
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company: CompanySettings
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reminderLevel: 1 | 2 | 3
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daysOverdue: number
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actionUrl: string // URL for customer to mark as paid or dispute
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// Dröjsmålsränta + lagstadgad påminnelseavgift (Räntelagen §6, Lag 1981:739).
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// When the reminder is generated by the cron, these are computed and persisted
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// on the invoice_reminders row and then passed in here.
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interestAmount: number
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interestRate: number // annual rate as decimal (0.105 = 10.5%)
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interestFromDate: string
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interestDays: number
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reminderFee: number
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totalDue: number // invoice.total + interestAmount + reminderFee
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}
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// Reminder level configurations
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const REMINDER_CONFIG = {
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1: {
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title: 'Vänlig påminnelse',
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tone: 'friendly',
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daysAfterDue: 15
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},
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2: {
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title: 'Andra påminnelsen',
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tone: 'firm',
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daysAfterDue: 30
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},
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3: {
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title: 'Slutlig påminnelse',
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tone: 'urgent',
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daysAfterDue: 45
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}
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} as const
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/**
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* Generate HTML email for payment reminder
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*/
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export function generateReminderEmailHtml(data: ReminderEmailData): string {
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const {
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invoice,
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customer,
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company,
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reminderLevel,
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daysOverdue,
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actionUrl,
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interestAmount,
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interestRate,
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interestDays,
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reminderFee,
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totalDue,
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} = data
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const config = REMINDER_CONFIG[reminderLevel]
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const interestRatePercent = (interestRate * 100).toLocaleString('sv-SE', {
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minimumFractionDigits: 0,
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maximumFractionDigits: 2,
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})
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const hasInterest = interestAmount > 0
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const hasFee = reminderFee > 0
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const hasSurcharges = hasInterest || hasFee
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// Different styling based on urgency
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const headerColor = reminderLevel === 3 ? '#dc2626' : reminderLevel === 2 ? '#ea580c' : '#2563eb'
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const buttonColor = reminderLevel === 3 ? '#dc2626' : reminderLevel === 2 ? '#ea580c' : '#2563eb'
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return `
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<!DOCTYPE html>
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<html lang="sv">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>${config.title} - Faktura ${invoice.invoice_number}</title>
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</head>
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<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; line-height: 1.6; color: #333; background-color: #f9fafb;">
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<div style="max-width: 600px; margin: 0 auto; padding: 40px 20px;">
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<div style="background: white; border-radius: 12px; padding: 40px; box-shadow: 0 1px 3px rgba(0,0,0,0.1);">
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<!-- Header -->
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<div style="text-align: center; margin-bottom: 30px;">
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<div style="display: inline-block; background: ${headerColor}15; color: ${headerColor}; padding: 8px 16px; border-radius: 20px; font-size: 12px; font-weight: 600; text-transform: uppercase; letter-spacing: 0.5px;">
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${config.title}
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</div>
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</div>
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<!-- Title -->
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<h1 style="margin: 0 0 20px 0; font-size: 22px; font-weight: 600; color: #111; text-align: center;">
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Faktura ${invoice.invoice_number} förföll för ${daysOverdue} dagar sedan
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</h1>
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<!-- Greeting and Message -->
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<div style="margin-bottom: 30px;">
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<p style="margin: 0 0 15px 0;">
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Hej${customer.name ? ` ${customer.name.split(' ')[0]}` : ''},
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</p>
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${reminderLevel === 1 ? `
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<p style="margin: 0 0 15px 0;">
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Vi vill påminna dig om att faktura ${invoice.invoice_number} förföll till betalning den ${formatDate(invoice.due_date)}.
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Om du redan har betalat kan du bortse från denna påminnelse.
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</p>
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` : reminderLevel === 2 ? `
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<p style="margin: 0 0 15px 0;">
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Trots vår tidigare påminnelse har vi ännu inte mottagit betalning för faktura ${invoice.invoice_number}
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som förföll den ${formatDate(invoice.due_date)}.
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</p>
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<p style="margin: 0 0 15px 0;">
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Vi ber dig vänligen att omgående reglera detta belopp för att undvika ytterligare åtgärder.
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</p>
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` : `
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<p style="margin: 0 0 15px 0; color: #dc2626; font-weight: 500;">
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Detta är vår slutliga påminnelse gällande faktura ${invoice.invoice_number}.
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</p>
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<p style="margin: 0 0 15px 0;">
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Fakturan förföll till betalning den ${formatDate(invoice.due_date)} och vi har ännu inte mottagit betalning
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trots tidigare påminnelser.
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</p>
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<p style="margin: 0 0 15px 0;">
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Om betalning inte inkommer inom 7 dagar kommer ärendet att överlämnas för vidare hantering.
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</p>
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`}
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</div>
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<!-- Invoice Summary Box -->
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<div style="background: #f8f9fa; border-radius: 8px; padding: 25px; margin-bottom: 30px; border-left: 4px solid ${headerColor};">
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<table style="width: 100%; border-collapse: collapse;">
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">Fakturanummer:</td>
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<td style="padding: 8px 0; text-align: right; font-weight: 500;">${invoice.invoice_number}</td>
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</tr>
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">Fakturadatum:</td>
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<td style="padding: 8px 0; text-align: right;">${formatDate(invoice.invoice_date)}</td>
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</tr>
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">Förfallodatum:</td>
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<td style="padding: 8px 0; text-align: right; color: #dc2626; font-weight: 500;">
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${formatDate(invoice.due_date)}
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</td>
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</tr>
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<tr>
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<td colspan="2" style="padding: 15px 0 8px 0; border-top: 1px solid #e5e7eb;"></td>
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</tr>
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">Ursprungligt belopp:</td>
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<td style="padding: 8px 0; text-align: right; font-weight: 500;">${formatCurrency(invoice.total, invoice.currency)}</td>
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</tr>
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${hasInterest ? `
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">
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Dröjsmålsränta (${interestRatePercent}% per år, ${interestDays} dagar):
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</td>
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<td style="padding: 8px 0; text-align: right; font-weight: 500;">${formatCurrency(interestAmount, invoice.currency)}</td>
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</tr>
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` : ''}
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${hasFee ? `
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">Påminnelseavgift:</td>
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<td style="padding: 8px 0; text-align: right; font-weight: 500;">${formatCurrency(reminderFee, invoice.currency)}</td>
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</tr>
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` : ''}
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${hasSurcharges ? `
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<tr>
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<td colspan="2" style="padding: 12px 0 8px 0; border-top: 1px solid #e5e7eb;"></td>
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</tr>
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` : ''}
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<tr>
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<td style="padding: 8px 0; font-size: 18px; font-weight: 600;">Att betala:</td>
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<td style="padding: 8px 0; text-align: right; font-size: 18px; font-weight: 600; color: ${headerColor};">
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${formatCurrency(totalDue, invoice.currency)}
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</td>
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</tr>
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</table>
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</div>
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<!-- Payment Details -->
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<div style="margin-bottom: 30px;">
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<h2 style="margin: 0 0 15px 0; font-size: 16px; font-weight: 600; color: #111;">
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Betalningsinformation
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</h2>
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<table style="width: 100%; border-collapse: collapse;">
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${company.bank_name ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px; width: 140px;">Bank:</td>
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<td style="padding: 6px 0;">${company.bank_name}</td>
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</tr>
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` : ''}
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${company.clearing_number && company.account_number ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">Kontonummer:</td>
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<td style="padding: 6px 0;">${company.clearing_number}-${company.account_number}</td>
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</tr>
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` : ''}
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${company.iban ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">IBAN:</td>
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<td style="padding: 6px 0;">${company.iban}</td>
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</tr>
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` : ''}
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${company.bic ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">BIC/SWIFT:</td>
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<td style="padding: 6px 0;">${company.bic}</td>
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</tr>
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` : ''}
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">Meddelande:</td>
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<td style="padding: 6px 0; font-weight: 500;">${invoice.invoice_number}</td>
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</tr>
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</table>
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</div>
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<!-- Action Buttons -->
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<div style="text-align: center; margin-bottom: 30px;">
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<p style="margin: 0 0 20px 0; color: #666; font-size: 14px;">
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Har du redan betalat eller har frågor om fakturan?
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</p>
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<a href="${actionUrl}" style="display: inline-block; background: ${buttonColor}; color: white; padding: 14px 28px; border-radius: 8px; text-decoration: none; font-weight: 500; font-size: 14px;">
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Hantera faktura
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</a>
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</div>
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<!-- Footer -->
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<div style="padding-top: 20px; border-top: 1px solid #e5e7eb;">
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<p style="margin: 0 0 10px 0; color: #666; font-size: 14px;">
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Har du frågor? Svara direkt på detta mejl så hjälper vi dig.
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</p>
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<p style="margin: 0; color: #666; font-size: 14px;">
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Med vänliga hälsningar,<br>
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<strong>${getCompanyPrimaryName(company)}</strong>
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</p>
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${company.org_number ? `
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<p style="margin: 10px 0 0 0; color: #999; font-size: 12px;">
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Org.nr: ${company.org_number}
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${company.vat_number ? ` | VAT: ${company.vat_number}` : ''}
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</p>
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` : ''}
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</div>
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</div>
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<!-- Unsubscribe note -->
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<p style="text-align: center; margin-top: 20px; color: #999; font-size: 12px;">
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Detta är ett automatiskt meddelande angående en obetald faktura.
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</p>
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</div>
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</body>
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</html>
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`
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}
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/**
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* Generate plain text email for payment reminder
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*/
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export function generateReminderEmailText(data: ReminderEmailData): string {
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const {
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invoice,
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customer,
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company,
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reminderLevel,
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daysOverdue,
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actionUrl,
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interestAmount,
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interestRate,
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interestDays,
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reminderFee,
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totalDue,
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} = data
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const config = REMINDER_CONFIG[reminderLevel]
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const interestRatePercent = (interestRate * 100).toLocaleString('sv-SE', {
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minimumFractionDigits: 0,
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maximumFractionDigits: 2,
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})
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const hasInterest = interestAmount > 0
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const hasFee = reminderFee > 0
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let text = `${config.title.toUpperCase()}\n`
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text += `Faktura ${invoice.invoice_number} förföll för ${daysOverdue} dagar sedan\n`
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text += `=`.repeat(50) + `\n\n`
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text += `Hej${customer.name ? ` ${customer.name.split(' ')[0]}` : ''},\n\n`
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if (reminderLevel === 1) {
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text += `Vi vill påminna dig om att faktura ${invoice.invoice_number} förföll till betalning den ${formatDate(invoice.due_date)}.\n`
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text += `Om du redan har betalat kan du bortse från denna påminnelse.\n\n`
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} else if (reminderLevel === 2) {
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text += `Trots vår tidigare påminnelse har vi ännu inte mottagit betalning för faktura ${invoice.invoice_number} som förföll den ${formatDate(invoice.due_date)}.\n\n`
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text += `Vi ber dig vänligen att omgående reglera detta belopp för att undvika ytterligare åtgärder.\n\n`
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} else {
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text += `DETTA ÄR VÅR SLUTLIGA PÅMINNELSE\n\n`
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text += `Fakturan förföll till betalning den ${formatDate(invoice.due_date)} och vi har ännu inte mottagit betalning trots tidigare påminnelser.\n\n`
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text += `Om betalning inte inkommer inom 7 dagar kommer ärendet att överlämnas för vidare hantering.\n\n`
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}
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text += `Fakturasammanfattning:\n`
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text += `-`.repeat(30) + `\n`
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text += `Fakturanummer: ${invoice.invoice_number}\n`
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text += `Fakturadatum: ${formatDate(invoice.invoice_date)}\n`
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text += `Förfallodatum: ${formatDate(invoice.due_date)}\n`
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text += `Ursprungligt belopp: ${formatCurrency(invoice.total, invoice.currency)}\n`
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if (hasInterest) {
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text += `Dröjsmålsränta (${interestRatePercent}% per år, ${interestDays} dagar): ${formatCurrency(interestAmount, invoice.currency)}\n`
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}
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if (hasFee) {
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text += `Påminnelseavgift: ${formatCurrency(reminderFee, invoice.currency)}\n`
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}
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text += `Att betala: ${formatCurrency(totalDue, invoice.currency)}\n`
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text += `-`.repeat(30) + `\n\n`
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text += `Betalningsinformation:\n`
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if (company.bank_name) text += `Bank: ${company.bank_name}\n`
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if (company.clearing_number && company.account_number) {
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text += `Kontonummer: ${company.clearing_number}-${company.account_number}\n`
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}
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if (company.iban) text += `IBAN: ${company.iban}\n`
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if (company.bic) text += `BIC/SWIFT: ${company.bic}\n`
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text += `Meddelande: ${invoice.invoice_number}\n\n`
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text += `Har du redan betalat eller har frågor om fakturan?\n`
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text += `Hantera faktura: ${actionUrl}\n\n`
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text += `Har du frågor? Svara direkt på detta mejl så hjälper vi dig.\n\n`
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text += `Med vänliga hälsningar,\n`
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text += `${getCompanyDisplayName(company)}\n`
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if (company.org_number) {
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text += `\nOrg.nr: ${company.org_number}`
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if (company.vat_number) text += ` | VAT: ${company.vat_number}`
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text += `\n`
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}
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return text
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}
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/**
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* Generate email subject for payment reminder.
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*
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* When dröjsmålsränta or påminnelseavgift apply we surface them in the
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* subject so the customer sees the true amount to pay before opening
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* the email.
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*/
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export function generateReminderEmailSubject(data: ReminderEmailData): string {
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const { invoice, reminderLevel, totalDue, interestAmount, reminderFee } = data
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const config = REMINDER_CONFIG[reminderLevel]
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const hasSurcharges = interestAmount > 0 || reminderFee > 0
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const amount = hasSurcharges ? totalDue : invoice.total
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const suffix = hasSurcharges ? ' (inkl. dröjsmålsränta)' : ''
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return `${config.title}: Faktura ${invoice.invoice_number} - ${formatCurrency(amount, invoice.currency)}${suffix}`
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}
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/**
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* Get the number of days after due date for each reminder level
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*/
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export type ReminderDaysConfig = Record<1 | 2 | 3, number>
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type ReminderDaysSettings = Partial<
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Pick<
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CompanySettings,
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'reminder_days_level_1' | 'reminder_days_level_2' | 'reminder_days_level_3'
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>
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>
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export function getReminderDaysConfig(
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settings?: ReminderDaysSettings | null,
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): ReminderDaysConfig {
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const defaults: ReminderDaysConfig = {
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1: REMINDER_CONFIG[1].daysAfterDue,
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2: REMINDER_CONFIG[2].daysAfterDue,
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3: REMINDER_CONFIG[3].daysAfterDue,
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}
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const configured: ReminderDaysConfig = {
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1: settings?.reminder_days_level_1 ?? defaults[1],
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2: settings?.reminder_days_level_2 ?? defaults[2],
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3: settings?.reminder_days_level_3 ?? defaults[3],
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}
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const valid =
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Object.values(configured).every((days) => Number.isInteger(days) && days >= 1 && days <= 365)
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&& configured[1] < configured[2]
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&& configured[2] < configured[3]
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return valid ? configured : defaults
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}
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