Files
accounted/app/(dashboard)/bookkeeping/page.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

54 lines
1.7 KiB
TypeScript

'use client'
import { useState } from 'react'
import Link from 'next/link'
import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs'
import { Button } from '@/components/ui/button'
import JournalEntryList from '@/components/bookkeeping/JournalEntryList'
import JournalEntryForm from '@/components/bookkeeping/JournalEntryForm'
import ChartOfAccountsManager from '@/components/bookkeeping/ChartOfAccountsManager'
import { Lock } from 'lucide-react'
export default function BookkeepingPage() {
const [refreshKey, setRefreshKey] = useState(0)
return (
<div className="space-y-6">
<div className="flex items-center justify-between">
<div>
<h1 className="text-3xl font-bold tracking-tight">Bokföring</h1>
<p className="text-muted-foreground">
Verifikationer, kontoplan och manuella bokföringsorder
</p>
</div>
<Button variant="outline" asChild>
<Link href="/bookkeeping/year-end">
<Lock className="mr-2 h-4 w-4" />
Årsbokslut
</Link>
</Button>
</div>
<Tabs defaultValue="journal">
<TabsList>
<TabsTrigger value="journal">Verifikationer</TabsTrigger>
<TabsTrigger value="new-entry">Ny verifikation</TabsTrigger>
<TabsTrigger value="accounts">Kontoplan</TabsTrigger>
</TabsList>
<TabsContent value="journal">
<JournalEntryList key={refreshKey} />
</TabsContent>
<TabsContent value="new-entry">
<JournalEntryForm onCreated={() => setRefreshKey((k) => k + 1)} />
</TabsContent>
<TabsContent value="accounts">
<ChartOfAccountsManager />
</TabsContent>
</Tabs>
</div>
)
}