Files
accounted/extensions/receipt-ocr/components/ReceiptDashboard.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

170 lines
6.1 KiB
TypeScript

'use client'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Flame, Receipt, CreditCard, Camera, ArrowRight } from 'lucide-react'
import type { ReceiptQueueSummary } from '@/types'
interface ReceiptDashboardProps {
summary: ReceiptQueueSummary
onScanReceipt: () => void
onViewReceiptQueue: () => void
onViewTransactionQueue: () => void
}
export default function ReceiptDashboard({
summary,
onScanReceipt,
onViewReceiptQueue,
onViewTransactionQueue,
}: ReceiptDashboardProps) {
const hasWork =
summary.unmatched_receipts_count > 0 ||
summary.unmatched_transactions_count > 0 ||
summary.pending_review_count > 0
return (
<div className="space-y-4">
{/* Quick actions */}
<div className="grid grid-cols-1 gap-3">
<Button
variant="default"
className="h-auto py-4 flex-col gap-2"
onClick={onScanReceipt}
>
<Camera className="h-6 w-6" />
<span>Skanna kvitto</span>
</Button>
</div>
{/* Streak counter */}
{summary.streak_count > 0 && (
<Card>
<CardContent className="pt-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<div className="h-12 w-12 rounded-full bg-muted flex items-center justify-center">
<Flame className="h-6 w-6 text-muted-foreground" />
</div>
<div>
<p className="text-2xl font-bold">{summary.streak_count}</p>
<p className="text-sm text-muted-foreground">dagars streak!</p>
</div>
</div>
<p className="text-xs text-muted-foreground max-w-24 text-right">
Fortsätt bokföra varje dag
</p>
</div>
</CardContent>
</Card>
)}
{/* Queue cards */}
<div className="grid grid-cols-1 sm:grid-cols-2 gap-3">
{/* Pending review */}
{summary.pending_review_count > 0 && (
<Card
className="cursor-pointer hover:border-primary/50 transition-colors"
onClick={onViewReceiptQueue}
>
<CardContent className="pt-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<div className="h-10 w-10 rounded-full bg-muted flex items-center justify-center">
<Receipt className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<p className="font-medium">Att granska</p>
<p className="text-sm text-muted-foreground">
{summary.pending_review_count} kvitton
</p>
</div>
</div>
<Badge variant="secondary">{summary.pending_review_count}</Badge>
</div>
</CardContent>
</Card>
)}
{/* Unmatched receipts */}
{summary.unmatched_receipts_count > 0 && (
<Card
className="cursor-pointer hover:border-primary/50 transition-colors"
onClick={onViewReceiptQueue}
>
<CardContent className="pt-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<div className="h-10 w-10 rounded-full bg-primary/10 flex items-center justify-center">
<Receipt className="h-5 w-5 text-primary" />
</div>
<div>
<p className="font-medium">Kvitton utan transaktion</p>
<p className="text-sm text-muted-foreground">
{summary.unmatched_receipts_count} st
</p>
</div>
</div>
<ArrowRight className="h-5 w-5 text-muted-foreground" />
</div>
</CardContent>
</Card>
)}
{/* Unmatched transactions */}
{summary.unmatched_transactions_count > 0 && (
<Card
className="cursor-pointer hover:border-primary/50 transition-colors"
onClick={onViewTransactionQueue}
>
<CardContent className="pt-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<div className="h-10 w-10 rounded-full bg-muted flex items-center justify-center">
<CreditCard className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<p className="font-medium">Transaktioner utan kvitto</p>
<p className="text-sm text-muted-foreground">
{summary.unmatched_transactions_count} st
</p>
</div>
</div>
<ArrowRight className="h-5 w-5 text-muted-foreground" />
</div>
</CardContent>
</Card>
)}
</div>
{/* All done state */}
{!hasWork && (
<Card className="bg-success/5 border-success/20">
<CardContent className="pt-4 text-center py-8">
<div className="h-16 w-16 rounded-full bg-success/10 flex items-center justify-center mx-auto mb-4">
<svg
className="h-8 w-8 text-success"
fill="none"
viewBox="0 0 24 24"
stroke="currentColor"
>
<path
strokeLinecap="round"
strokeLinejoin="round"
strokeWidth={2}
d="M5 13l4 4L19 7"
/>
</svg>
</div>
<h3 className="font-semibold text-lg">Allt är uppdaterat!</h3>
<p className="text-sm text-muted-foreground mt-1">
Inga kvitton eller transaktioner att granska
</p>
</CardContent>
</Card>
)}
</div>
)
}