Files
accounted/components/suppliers/SupplierInvoiceReviewContent.tsx
T
Jakob WennbergandClaude Opus 4.6 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
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>
2026-02-21 14:57:15 +01:00

280 lines
8.8 KiB
TypeScript

'use client'
import { Badge } from '@/components/ui/badge'
import { Separator } from '@/components/ui/separator'
import { AccountNumber } from '@/components/ui/account-number'
import type { Supplier } from '@/types'
interface ReviewLineItem {
description: string
amount: number
account_number: string
vat_rate: number
}
interface SupplierInvoiceReviewContentProps {
supplier: Supplier
invoiceNumber: string
invoiceDate: string
dueDate: string
deliveryDate?: string
currency: string
exchangeRate?: string
reverseCharge: boolean
paymentReference?: string
items: ReviewLineItem[]
subtotal: number
totalVat: number
total: number
}
function formatAmount(amount: number): string {
return amount.toLocaleString('sv-SE', { minimumFractionDigits: 2, maximumFractionDigits: 2 })
}
interface JournalPreviewLine {
account_number: string
description: string
debit: number
credit: number
}
function buildJournalPreview(
items: ReviewLineItem[],
subtotal: number,
totalVat: number,
total: number,
reverseCharge: boolean,
): JournalPreviewLine[] {
const lines: JournalPreviewLine[] = []
// Aggregate expense amounts by account number
const expenseByAccount = new Map<string, number>()
for (const item of items) {
const current = expenseByAccount.get(item.account_number) || 0
expenseByAccount.set(item.account_number, current + Math.round(item.amount * 100) / 100)
}
// Debit: Expense accounts
for (const [accountNumber, amount] of expenseByAccount) {
lines.push({
account_number: accountNumber,
description: accountNumber,
debit: Math.round(amount * 100) / 100,
credit: 0,
})
}
if (reverseCharge) {
// EU reverse charge: fiktiv moms
const vatRate = 0.25
const fiktivVat = Math.round(subtotal * vatRate * 100) / 100
lines.push({
account_number: '2645',
description: 'Beraknad ingaende moms',
debit: fiktivVat,
credit: 0,
})
lines.push({
account_number: '2614',
description: 'Utgaende moms omvand',
debit: 0,
credit: fiktivVat,
})
// Credit: 2440 at subtotal (no real VAT for reverse charge)
lines.push({
account_number: '2440',
description: 'Leverantorsskulder',
debit: 0,
credit: Math.round(subtotal * 100) / 100,
})
} else {
if (totalVat > 0) {
lines.push({
account_number: '2641',
description: 'Ingaende moms',
debit: Math.round(totalVat * 100) / 100,
credit: 0,
})
}
// Credit: 2440 at total incl. VAT
lines.push({
account_number: '2440',
description: 'Leverantorsskulder',
debit: 0,
credit: Math.round(total * 100) / 100,
})
}
return lines
}
const ACCOUNT_LABELS: Record<string, string> = {
'2440': 'Leverantörsskulder',
'2641': 'Ingående moms',
'2645': 'Beräknad ingående moms',
'2614': 'Utg. moms omvänd skattskyldighet',
}
export function SupplierInvoiceReviewContent({
supplier,
invoiceNumber,
invoiceDate,
dueDate,
deliveryDate,
currency,
exchangeRate,
reverseCharge,
paymentReference,
items,
subtotal,
totalVat,
total,
}: SupplierInvoiceReviewContentProps) {
const journalLines = buildJournalPreview(items, subtotal, totalVat, total, reverseCharge)
const totalDebit = journalLines.reduce((sum, l) => sum + l.debit, 0)
const totalCredit = journalLines.reduce((sum, l) => sum + l.credit, 0)
return (
<div className="space-y-4">
{/* Supplier info */}
<div className="bg-muted rounded-lg p-4 flex items-center justify-between">
<div>
<p className="font-medium text-base">{supplier.name}</p>
<p className="text-sm text-muted-foreground">Fakturanr: {invoiceNumber}</p>
</div>
<div className="flex gap-2">
{reverseCharge && (
<Badge variant="outline" className="border-orange-300 text-orange-700 dark:text-orange-400">
Omvänd skattskyldighet
</Badge>
)}
{currency !== 'SEK' && (
<Badge variant="outline" className="text-sm">
{currency}
{exchangeRate && ` (kurs ${exchangeRate})`}
</Badge>
)}
</div>
</div>
{/* Dates */}
<div className="grid grid-cols-3 gap-4 text-sm">
<div>
<span className="text-muted-foreground">Fakturadatum</span>
<p className="font-medium">{invoiceDate}</p>
</div>
<div>
<span className="text-muted-foreground">Förfallodatum</span>
<p className="font-medium">{dueDate}</p>
</div>
{deliveryDate && (
<div>
<span className="text-muted-foreground">Leveransdatum</span>
<p className="font-medium">{deliveryDate}</p>
</div>
)}
</div>
{/* Line items table */}
<table className="w-full text-sm">
<thead>
<tr className="border-b text-left text-muted-foreground">
<th className="py-2 w-20">Konto</th>
<th className="py-2">Beskrivning</th>
<th className="py-2 w-28 text-right">Belopp</th>
<th className="py-2 w-16 text-right">Moms%</th>
<th className="py-2 w-24 text-right">Moms</th>
</tr>
</thead>
<tbody>
{items.map((item, index) => {
const vatAmount = Math.round(item.amount * item.vat_rate * 100) / 100
return (
<tr key={index} className="border-b last:border-0">
<td className="py-2">
<AccountNumber number={item.account_number} size="sm" />
</td>
<td className="py-2">{item.description}</td>
<td className="py-2 text-right font-mono">{formatAmount(item.amount)}</td>
<td className="py-2 text-right">{Math.round(item.vat_rate * 100)}%</td>
<td className="py-2 text-right font-mono">{formatAmount(vatAmount)}</td>
</tr>
)
})}
</tbody>
</table>
{/* Totals */}
<div className="space-y-2 text-sm">
<div className="flex justify-between">
<span className="text-muted-foreground">Netto (exkl. moms)</span>
<span>{formatAmount(subtotal)} kr</span>
</div>
<div className="flex justify-between">
<span className="text-muted-foreground">Moms</span>
<span>{formatAmount(totalVat)} kr</span>
</div>
<Separator />
<div className="flex justify-between font-bold text-2xl">
<span>Totalt</span>
<span>{formatAmount(total)} kr</span>
</div>
{currency !== 'SEK' && exchangeRate && (
<div className="flex justify-between text-muted-foreground">
<span>SEK-belopp (vid kurs {exchangeRate})</span>
<span>{formatAmount(total * parseFloat(exchangeRate))} kr</span>
</div>
)}
</div>
{/* Verifikation preview */}
<div className="bg-muted/50 border rounded-lg p-4 space-y-2">
<p className="text-sm font-semibold text-muted-foreground">Verifikation som bokförs</p>
<table className="w-full text-sm font-mono">
<thead>
<tr className="text-left text-muted-foreground text-xs">
<th className="pb-1 w-16">Konto</th>
<th className="pb-1">Beskrivning</th>
<th className="pb-1 w-24 text-right">Debet</th>
<th className="pb-1 w-24 text-right">Kredit</th>
</tr>
</thead>
<tbody>
{journalLines.map((line, index) => (
<tr key={index} className="border-b border-dashed border-muted-foreground/20 last:border-0">
<td className="py-1">
<AccountNumber number={line.account_number} size="sm" />
</td>
<td className="py-1 text-xs">
{ACCOUNT_LABELS[line.account_number] || line.description}
</td>
<td className="py-1 text-right">
{line.debit > 0 ? formatAmount(line.debit) : ''}
</td>
<td className="py-1 text-right">
{line.credit > 0 ? formatAmount(line.credit) : ''}
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="border-t font-semibold">
<td className="pt-1" colSpan={2}>SUMMA</td>
<td className="pt-1 text-right">{formatAmount(totalDebit)}</td>
<td className="pt-1 text-right">{formatAmount(totalCredit)}</td>
</tr>
</tfoot>
</table>
</div>
{/* Payment reference */}
{paymentReference && (
<div className="border-t pt-3 text-sm text-muted-foreground">
<p>Betalningsreferens: {paymentReference}</p>
</div>
)}
</div>
)
}