Files
accounted/components/transactions/BatchCategorySelector.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

108 lines
3.8 KiB
TypeScript

'use client'
import { Button } from '@/components/ui/button'
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
import { Progress } from '@/components/ui/progress'
import type { TransactionCategory } from '@/types'
const expenseCategories: { value: TransactionCategory; label: string }[] = [
{ value: 'expense_equipment', label: 'Utrustning' },
{ value: 'expense_software', label: 'Programvara' },
{ value: 'expense_travel', label: 'Resor' },
{ value: 'expense_office', label: 'Kontor' },
{ value: 'expense_marketing', label: 'Marknadsföring' },
{ value: 'expense_professional_services', label: 'Konsulter' },
{ value: 'expense_education', label: 'Utbildning' },
{ value: 'expense_bank_fees', label: 'Bankavgift' },
{ value: 'expense_card_fees', label: 'Kortavgift' },
{ value: 'expense_currency_exchange', label: 'Valutaväxling' },
{ value: 'expense_other', label: 'Övrigt' },
]
const incomeCategories: { value: TransactionCategory; label: string }[] = [
{ value: 'income_services', label: 'Tjänster' },
{ value: 'income_products', label: 'Produkter' },
{ value: 'income_other', label: 'Övrigt' },
]
interface BatchCategorySelectorProps {
open: boolean
onOpenChange: (open: boolean) => void
selectedCount: number
onSelectCategory: (category: TransactionCategory) => void
progress: { done: number; total: number } | null
}
export default function BatchCategorySelector({
open,
onOpenChange,
selectedCount,
onSelectCategory,
progress,
}: BatchCategorySelectorProps) {
const isProcessing = progress !== null
return (
<Dialog open={open} onOpenChange={isProcessing ? undefined : onOpenChange}>
<DialogContent className="max-w-md">
<DialogHeader>
<DialogTitle>
{isProcessing
? `Bokför ${progress.done}/${progress.total}...`
: `Bokför ${selectedCount} transaktioner`}
</DialogTitle>
<DialogDescription>
{isProcessing
? 'Vänta medan transaktionerna bokförs'
: 'Välj en kategori som ska tillämpas på alla valda transaktioner'}
</DialogDescription>
</DialogHeader>
{isProcessing ? (
<div className="py-4">
<Progress value={(progress.done / progress.total) * 100} />
<p className="text-sm text-muted-foreground mt-2 text-center">
{progress.done} av {progress.total} klara
</p>
</div>
) : (
<div className="space-y-4 py-2">
<div>
<h4 className="text-sm font-medium text-muted-foreground mb-2">Kostnader</h4>
<div className="grid grid-cols-2 gap-1.5">
{expenseCategories.map((cat) => (
<Button
key={cat.value}
variant="outline"
size="sm"
className="justify-start text-xs"
onClick={() => onSelectCategory(cat.value)}
>
{cat.label}
</Button>
))}
</div>
</div>
<div>
<h4 className="text-sm font-medium text-muted-foreground mb-2">Intäkter</h4>
<div className="grid grid-cols-2 gap-1.5">
{incomeCategories.map((cat) => (
<Button
key={cat.value}
variant="outline"
size="sm"
className="justify-start text-xs"
onClick={() => onSelectCategory(cat.value)}
>
{cat.label}
</Button>
))}
</div>
</div>
</div>
)}
</DialogContent>
</Dialog>
)
}