Jakob WennbergandClaude Opus 4.6
91e2c1705a
Per-line VAT rates: - Add generatePerRateLines() to group invoice items by vat_rate with separate revenue + VAT lines per rate group (invoice-entries.ts) - Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts) - PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices - Invoice create/review UI supports per-line rate selection - Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput Invoice document types (proforma, delivery note): - Add InvoiceDocumentType, document_type and converted_from_id to Invoice type - PDF hides prices for delivery notes, adds proforma notice - Email templates support all document types - mark-paid skips journal entries for non-invoice document types - Migration 031: invoice_document_type Accounting method support: - Add AccountingMethod type (accrual/cash) - Migration 032: add_accounting_method column to company_settings VAT declaration rewrite: - Rewrite to read directly from general ledger (26xx/3xxx account lines) instead of aggregating invoices/transactions/receipts - ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances Bank reconciliation: - Transaction ingest now pre-fetches unlinked GL lines and attempts auto-reconciliation during import - Add transaction.reconciled event type - Add ReconciliationMethod type and reconciliation_method on Transaction - Migration 030: bank_reconciliation - New reconciliation engine, API routes, and BankReconciliationView component Pagination (fetchAllRows): - New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit - Adopted in all report generators, SIE/SRU export, account list APIs Fiscal period validation: - New validate-period-duration.ts enforces max 18 months per BFL 3 kap. - Applied in period-service.ts and fiscal-periods API Account mapper simplification: - Remove Levenshtein/fuzzy matching, use exact account number match only Swedbank parser improvements: - Support abbreviated headers (Clnr, Bokfdag, Radnr) - Use Referens column as counterparty Chart of accounts management: - Add DELETE endpoint with system account and usage protection - PUT uses partial updates - New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager Tax deadline corrections: - Rewrite inkomstdeklaration_ab using Skatteverket lookup table - Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3 Onboarding first fiscal year: - Add first fiscal year toggle with date pickers and 18-month validation UI terminology: - Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout Report column fix: - Fix start_date/end_date to period_start/period_end in report queries Supplier invoice input: - CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept) Misc: - SIE import uses upsert for idempotent account creation - account-descriptions.ts falls back to BAS reference data - Add invoice_default_notes to CompanySettings - Update CLAUDE.md to reflect current project state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
565 lines
22 KiB
TypeScript
565 lines
22 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback, useMemo } from 'react'
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import { Card, CardContent } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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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 { Switch } from '@/components/ui/switch'
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import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs'
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import { useToast } from '@/components/ui/use-toast'
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import { AccountNumber } from '@/components/ui/account-number'
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import { AddAccountDialog } from './AddAccountDialog'
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import { EditAccountDialog } from './EditAccountDialog'
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import {
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Search,
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ChevronDown,
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ChevronRight,
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Plus,
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Pencil,
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Trash2,
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Loader2,
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CheckCircle2,
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BookOpen,
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} from 'lucide-react'
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import type { BASAccount } from '@/types'
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import type { BASReferenceAccount } from '@/lib/bookkeeping/bas-reference'
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// ---------------------------------------------------------------------------
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// Types
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// ---------------------------------------------------------------------------
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interface ReferenceAccount extends BASReferenceAccount {
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is_activated: boolean
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is_active: boolean
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is_system_account: boolean
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}
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// ---------------------------------------------------------------------------
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// Constants
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// ---------------------------------------------------------------------------
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const CLASS_LABELS: Record<number, string> = {
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1: 'Tillgangar',
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2: 'Eget kapital och skulder',
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3: 'Rorelseintatker',
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4: 'Varuinkop och material',
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5: 'Ovriga externa kostnader',
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6: 'Ovriga externa kostnader',
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7: 'Personalkostnader och avskrivningar',
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8: 'Finansiella poster och resultat',
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}
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const TYPE_LABELS: Record<string, string> = {
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asset: 'Tillgang',
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liability: 'Skuld',
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equity: 'EK',
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revenue: 'Intakt',
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expense: 'Kostnad',
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}
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// ---------------------------------------------------------------------------
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// Component
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// ---------------------------------------------------------------------------
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export default function ChartOfAccountsManager() {
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const { toast } = useToast()
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// View state
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const [view, setView] = useState<'my-accounts' | 'bas-catalog'>('my-accounts')
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const [searchQuery, setSearchQuery] = useState('')
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const [expandedClasses, setExpandedClasses] = useState<Set<number>>(new Set())
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// Data state
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [referenceAccounts, setReferenceAccounts] = useState<ReferenceAccount[]>([])
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const [loading, setLoading] = useState(true)
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// Dialog state
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const [addDialogOpen, setAddDialogOpen] = useState(false)
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const [editAccount, setEditAccount] = useState<BASAccount | null>(null)
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// Action states
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const [togglingAccount, setTogglingAccount] = useState<string | null>(null)
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const [deletingAccount, setDeletingAccount] = useState<string | null>(null)
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const [activatingAccounts, setActivatingAccounts] = useState<Set<string>>(new Set())
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// -------------------------------------------
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// Data fetching
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// -------------------------------------------
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const fetchAccounts = useCallback(async () => {
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const res = await fetch('/api/bookkeeping/accounts')
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const { data } = await res.json()
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setAccounts(data || [])
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}, [])
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const fetchReference = useCallback(async () => {
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const res = await fetch('/api/bookkeeping/accounts/reference')
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const { data } = await res.json()
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setReferenceAccounts(data || [])
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}, [])
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useEffect(() => {
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async function load() {
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setLoading(true)
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await Promise.all([fetchAccounts(), fetchReference()])
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setLoading(false)
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}
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load()
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}, [fetchAccounts, fetchReference])
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const refreshAll = useCallback(async () => {
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await Promise.all([fetchAccounts(), fetchReference()])
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}, [fetchAccounts, fetchReference])
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// -------------------------------------------
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// Actions
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// -------------------------------------------
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async function toggleActive(account: BASAccount) {
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setTogglingAccount(account.account_number)
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try {
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const res = await fetch(`/api/bookkeeping/accounts/${account.account_number}`, {
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method: 'PUT',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ is_active: !account.is_active }),
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})
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if (!res.ok) throw new Error('Kunde inte uppdatera kontot')
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await refreshAll()
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} catch {
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toast({ title: 'Fel', description: 'Kunde inte uppdatera kontot', variant: 'destructive' })
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} finally {
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setTogglingAccount(null)
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}
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}
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async function deleteAccount(account: BASAccount) {
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setDeletingAccount(account.account_number)
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try {
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const res = await fetch(`/api/bookkeeping/accounts/${account.account_number}`, {
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method: 'DELETE',
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})
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if (!res.ok) {
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const data = await res.json()
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throw new Error(data.error || 'Kunde inte ta bort kontot')
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}
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toast({ title: 'Konto borttaget', description: `${account.account_number} ${account.account_name}` })
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await refreshAll()
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} catch (err) {
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toast({
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title: 'Fel',
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description: err instanceof Error ? err.message : 'Kunde inte ta bort kontot',
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variant: 'destructive',
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})
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} finally {
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setDeletingAccount(null)
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}
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}
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async function activateBASAccount(accountNumber: string) {
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setActivatingAccounts((prev) => new Set(prev).add(accountNumber))
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try {
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const res = await fetch('/api/bookkeeping/accounts/activate', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ account_numbers: [accountNumber] }),
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})
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if (!res.ok) throw new Error('Kunde inte aktivera kontot')
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const { activated } = await res.json()
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if (activated > 0) {
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toast({ title: 'Konto aktiverat', description: `Konto ${accountNumber} har lagts till i din kontoplan` })
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}
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await refreshAll()
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} catch {
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toast({ title: 'Fel', description: 'Kunde inte aktivera kontot', variant: 'destructive' })
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} finally {
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setActivatingAccounts((prev) => {
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const next = new Set(prev)
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next.delete(accountNumber)
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return next
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})
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}
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}
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// -------------------------------------------
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// Toggle class expansion
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// -------------------------------------------
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function toggleClass(cls: number) {
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setExpandedClasses((prev) => {
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const next = new Set(prev)
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if (next.has(cls)) {
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next.delete(cls)
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} else {
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next.add(cls)
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}
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return next
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})
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}
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// -------------------------------------------
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// Filtered & grouped data
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// -------------------------------------------
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const filteredAccounts = useMemo(() => {
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if (!searchQuery) return accounts
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const q = searchQuery.toLowerCase()
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return accounts.filter(
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(a) => a.account_number.includes(q) || a.account_name.toLowerCase().includes(q)
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)
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}, [accounts, searchQuery])
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const groupedAccounts = useMemo(() => {
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const grouped: Record<number, BASAccount[]> = {}
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for (const a of filteredAccounts) {
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const cls = a.account_class
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if (!grouped[cls]) grouped[cls] = []
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grouped[cls].push(a)
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}
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return grouped
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}, [filteredAccounts])
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const filteredReference = useMemo(() => {
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if (!searchQuery) return referenceAccounts
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const q = searchQuery.toLowerCase()
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return referenceAccounts.filter(
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(a) => a.account_number.includes(q) || a.account_name.toLowerCase().includes(q)
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)
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}, [referenceAccounts, searchQuery])
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const groupedReference = useMemo(() => {
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const grouped: Record<number, ReferenceAccount[]> = {}
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for (const a of filteredReference) {
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const cls = a.account_class
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if (!grouped[cls]) grouped[cls] = []
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grouped[cls].push(a)
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}
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return grouped
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}, [filteredReference])
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// -------------------------------------------
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// Render
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// -------------------------------------------
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if (loading) {
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return (
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<Card>
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<CardContent className="p-8 text-center text-muted-foreground">
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<Loader2 className="h-5 w-5 animate-spin mx-auto mb-2" />
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Laddar kontoplan...
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</CardContent>
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</Card>
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)
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}
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return (
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<div className="space-y-4">
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{/* Header controls */}
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<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
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<Tabs
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value={view}
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onValueChange={(v) => {
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setView(v as 'my-accounts' | 'bas-catalog')
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setExpandedClasses(new Set())
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}}
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>
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<TabsList>
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<TabsTrigger value="my-accounts">
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Mina konton
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<Badge variant="secondary" className="ml-1.5 text-xs">
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{accounts.length}
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</Badge>
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</TabsTrigger>
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<TabsTrigger value="bas-catalog">
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<BookOpen className="mr-1.5 h-3.5 w-3.5" />
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BAS-katalog
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</TabsTrigger>
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</TabsList>
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</Tabs>
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{view === 'my-accounts' && (
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<Button size="sm" onClick={() => setAddDialogOpen(true)}>
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<Plus className="mr-1.5 h-3.5 w-3.5" />
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Eget konto
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</Button>
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)}
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</div>
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{/* Search */}
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<div className="relative">
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<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
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<Input
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placeholder="Sok konto (nummer eller namn)..."
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value={searchQuery}
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onChange={(e) => setSearchQuery(e.target.value)}
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className="pl-9"
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/>
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</div>
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{/* My Accounts view */}
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{view === 'my-accounts' && (
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<div className="space-y-2">
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{Object.entries(groupedAccounts)
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.sort(([a], [b]) => Number(a) - Number(b))
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.map(([cls, classAccounts]) => {
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const classNum = Number(cls)
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const isExpanded = expandedClasses.has(classNum) || !!searchQuery
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const activeCount = classAccounts.filter((a) => a.is_active).length
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return (
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<Card key={cls}>
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<button
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onClick={() => toggleClass(classNum)}
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className="w-full flex items-center justify-between p-4 hover:bg-muted/50 transition-colors"
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>
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<div className="flex items-center gap-3">
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{isExpanded ? (
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<ChevronDown className="h-4 w-4 shrink-0" />
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) : (
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<ChevronRight className="h-4 w-4 shrink-0" />
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)}
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<span className="font-semibold text-left">
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Klass {cls}: {CLASS_LABELS[classNum] || ''}
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</span>
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<Badge variant="secondary" className="text-xs">
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{activeCount}/{classAccounts.length}
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</Badge>
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</div>
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</button>
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{isExpanded && (
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<CardContent className="pt-0 pb-4">
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<table className="w-full text-sm">
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<thead>
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<tr className="border-b text-left text-muted-foreground">
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<th className="py-2 w-24">Konto</th>
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<th className="py-2">Namn</th>
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<th className="py-2 w-20 text-center">SRU</th>
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<th className="py-2 w-24 text-center">Typ</th>
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<th className="py-2 w-16 text-center">Aktiv</th>
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<th className="py-2 w-20 text-right"></th>
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</tr>
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</thead>
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<tbody>
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{classAccounts.map((account) => (
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<tr
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key={account.id}
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className={`border-b last:border-0 transition-opacity ${
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!account.is_active ? 'opacity-50' : ''
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}`}
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>
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<td className="py-2">
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<AccountNumber number={account.account_number} name={account.account_name} />
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</td>
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<td className="py-2">
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<span className="flex items-center gap-1.5">
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{account.account_name}
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{account.is_system_account && (
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<Badge variant="outline" className="text-[10px] px-1 py-0">
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System
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</Badge>
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)}
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</span>
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</td>
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<td className="py-2 text-center">
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<span className="text-xs font-mono text-muted-foreground">
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{account.sru_code || '\u2014'}
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</span>
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</td>
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<td className="py-2 text-center">
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<Badge variant="outline" className="text-xs">
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{TYPE_LABELS[account.account_type] || account.account_type}
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</Badge>
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</td>
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<td className="py-2 text-center">
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<Switch
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checked={account.is_active}
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onCheckedChange={() => toggleActive(account)}
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disabled={togglingAccount === account.account_number}
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className="scale-75"
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/>
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</td>
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<td className="py-2 text-right">
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<div className="flex items-center justify-end gap-1">
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<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={() => setEditAccount(account)}
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>
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<Pencil className="h-3.5 w-3.5" />
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</Button>
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{!account.is_system_account && (
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<Button
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variant="ghost"
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size="icon"
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className="h-7 w-7 text-destructive hover:text-destructive"
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onClick={() => deleteAccount(account)}
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disabled={deletingAccount === account.account_number}
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>
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{deletingAccount === account.account_number ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<Trash2 className="h-3.5 w-3.5" />
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)}
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</Button>
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)}
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</div>
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</CardContent>
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)}
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</Card>
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)
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})}
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{filteredAccounts.length === 0 && (
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<Card>
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<CardContent className="p-8 text-center text-muted-foreground">
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{searchQuery ? 'Inga konton matchar sokningen' : 'Inga konton i kontoplanen'}
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</CardContent>
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</Card>
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)}
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</div>
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)}
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{/* BAS Catalog view */}
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{view === 'bas-catalog' && (
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<div className="space-y-2">
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{Object.entries(groupedReference)
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.sort(([a], [b]) => Number(a) - Number(b))
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.map(([cls, classAccounts]) => {
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const classNum = Number(cls)
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const isExpanded = expandedClasses.has(classNum) || !!searchQuery
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const activatedCount = classAccounts.filter((a) => a.is_activated).length
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return (
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<Card key={cls}>
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<button
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onClick={() => toggleClass(classNum)}
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className="w-full flex items-center justify-between p-4 hover:bg-muted/50 transition-colors"
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>
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<div className="flex items-center gap-3">
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{isExpanded ? (
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<ChevronDown className="h-4 w-4 shrink-0" />
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) : (
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<ChevronRight className="h-4 w-4 shrink-0" />
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)}
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<span className="font-semibold text-left">
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Klass {cls}: {CLASS_LABELS[classNum] || ''}
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</span>
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<Badge variant="secondary" className="text-xs">
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{activatedCount}/{classAccounts.length} aktiva
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</Badge>
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</div>
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</button>
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{isExpanded && (
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<CardContent className="pt-0 pb-4">
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<table className="w-full text-sm">
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<thead>
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<tr className="border-b text-left text-muted-foreground">
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<th className="py-2 w-24">Konto</th>
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<th className="py-2">Namn</th>
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<th className="py-2 w-20 text-center">SRU</th>
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|
<th className="py-2 w-24 text-center">Typ</th>
|
|
<th className="py-2 w-28 text-right">Status</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody>
|
|
{classAccounts.map((account) => (
|
|
<tr
|
|
key={account.account_number}
|
|
className={`border-b last:border-0 ${
|
|
account.is_activated ? 'bg-muted/30' : ''
|
|
}`}
|
|
>
|
|
<td className="py-2">
|
|
<AccountNumber number={account.account_number} name={account.account_name} />
|
|
</td>
|
|
<td className="py-2">
|
|
<div>
|
|
<span>{account.account_name}</span>
|
|
{account.description && (
|
|
<p className="text-xs text-muted-foreground mt-0.5 line-clamp-1">
|
|
{account.description}
|
|
</p>
|
|
)}
|
|
</div>
|
|
</td>
|
|
<td className="py-2 text-center">
|
|
<span className="text-xs font-mono text-muted-foreground">
|
|
{account.sru_code || '\u2014'}
|
|
</span>
|
|
</td>
|
|
<td className="py-2 text-center">
|
|
<Badge variant="outline" className="text-xs">
|
|
{TYPE_LABELS[account.account_type] || account.account_type}
|
|
</Badge>
|
|
</td>
|
|
<td className="py-2 text-right">
|
|
{account.is_activated ? (
|
|
<span className="inline-flex items-center gap-1 text-xs text-emerald-600 dark:text-emerald-400">
|
|
<CheckCircle2 className="h-3.5 w-3.5" />
|
|
Aktiverat
|
|
</span>
|
|
) : (
|
|
<Button
|
|
variant="outline"
|
|
size="sm"
|
|
className="h-7 text-xs"
|
|
onClick={() => activateBASAccount(account.account_number)}
|
|
disabled={activatingAccounts.has(account.account_number)}
|
|
>
|
|
{activatingAccounts.has(account.account_number) ? (
|
|
<Loader2 className="mr-1 h-3 w-3 animate-spin" />
|
|
) : (
|
|
<Plus className="mr-1 h-3 w-3" />
|
|
)}
|
|
Lagg till
|
|
</Button>
|
|
)}
|
|
</td>
|
|
</tr>
|
|
))}
|
|
</tbody>
|
|
</table>
|
|
</CardContent>
|
|
)}
|
|
</Card>
|
|
)
|
|
})}
|
|
|
|
{filteredReference.length === 0 && (
|
|
<Card>
|
|
<CardContent className="p-8 text-center text-muted-foreground">
|
|
Inga konton matchar sokningen
|
|
</CardContent>
|
|
</Card>
|
|
)}
|
|
</div>
|
|
)}
|
|
|
|
{/* Dialogs */}
|
|
<AddAccountDialog
|
|
open={addDialogOpen}
|
|
onOpenChange={setAddDialogOpen}
|
|
onCreated={refreshAll}
|
|
/>
|
|
|
|
{editAccount && (
|
|
<EditAccountDialog
|
|
open={!!editAccount}
|
|
onOpenChange={(open) => { if (!open) setEditAccount(null) }}
|
|
account={editAccount}
|
|
onSaved={refreshAll}
|
|
/>
|
|
)}
|
|
</div>
|
|
)
|
|
}
|