Files
accounted/app/(dashboard)/invoices/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

311 lines
14 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import Link from 'next/link'
import { createClient } from '@/lib/supabase/client'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Input } from '@/components/ui/input'
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs'
import { PageHeader } from '@/components/ui/page-header'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency, formatDate } from '@/lib/utils'
import { Plus, Search, Receipt, FileText, Send, CheckCircle, Clock, XCircle, ReceiptText, AlertTriangle, FileQuestion, Truck } from 'lucide-react'
import { EmptyInvoices } from '@/components/ui/empty-state'
import type { Invoice, InvoiceStatus } from '@/types'
const statusConfig: Record<InvoiceStatus, { label: string; variant: 'default' | 'secondary' | 'success' | 'warning' | 'destructive'; icon: React.ElementType; borderColor: string }> = {
draft: { label: 'Utkast', variant: 'secondary', icon: FileText, borderColor: 'border-l-muted-foreground/30' },
sent: { label: 'Skickad', variant: 'default', icon: Send, borderColor: 'border-l-warning' },
paid: { label: 'Betald', variant: 'success', icon: CheckCircle, borderColor: 'border-l-success' },
overdue: { label: 'Förfallen', variant: 'destructive', icon: Clock, borderColor: 'border-l-destructive' },
cancelled: { label: 'Makulerad', variant: 'secondary', icon: XCircle, borderColor: 'border-l-muted-foreground/30' },
credited: { label: 'Krediterad', variant: 'secondary', icon: XCircle, borderColor: 'border-l-muted-foreground/30' },
}
function getRelativeTimeLabel(dueDateStr: string, status: InvoiceStatus): { text: string; color: string } | null {
if (status === 'paid' || status === 'cancelled' || status === 'credited' || status === 'draft') return null
const today = new Date()
today.setHours(0, 0, 0, 0)
const dueDate = new Date(dueDateStr)
dueDate.setHours(0, 0, 0, 0)
const diffDays = Math.round((dueDate.getTime() - today.getTime()) / (1000 * 60 * 60 * 24))
if (diffDays < 0) {
return { text: `${Math.abs(diffDays)} dagar försenad`, color: 'text-destructive' }
} else if (diffDays === 0) {
return { text: 'Förfaller idag', color: 'text-warning-foreground' }
} else if (diffDays <= 3) {
return { text: `${diffDays} dagar kvar`, color: 'text-warning-foreground' }
} else if (diffDays <= 7) {
return { text: `${diffDays} dagar kvar`, color: 'text-muted-foreground' }
}
return null
}
export default function InvoicesPage() {
const [invoices, setInvoices] = useState<Invoice[]>([])
const [isLoading, setIsLoading] = useState(true)
const [searchTerm, setSearchTerm] = useState('')
const [activeTab, setActiveTab] = useState('all')
const { toast } = useToast()
const supabase = createClient()
useEffect(() => {
fetchInvoices()
}, [])
async function fetchInvoices() {
setIsLoading(true)
const { data, error } = await supabase
.from('invoices')
.select('*, customer:customers(name)')
.order('invoice_date', { ascending: false })
if (error) {
toast({
title: 'Fel',
description: 'Kunde inte hämta fakturor',
variant: 'destructive',
})
} else {
setInvoices(data || [])
}
setIsLoading(false)
}
const filteredInvoices = invoices.filter((invoice) => {
const matchesSearch =
invoice.invoice_number.toLowerCase().includes(searchTerm.toLowerCase()) ||
(invoice.customer as { name: string })?.name?.toLowerCase().includes(searchTerm.toLowerCase())
const isCreditNote = !!invoice.credited_invoice_id
const docType = (invoice as Invoice & { document_type?: string }).document_type || 'invoice'
const matchesTab =
activeTab === 'all' ||
(activeTab === 'unpaid' && ['sent', 'overdue'].includes(invoice.status) && !isCreditNote && docType === 'invoice') ||
(activeTab === 'credit' && isCreditNote) ||
(activeTab === 'proforma' && docType === 'proforma') ||
(activeTab === 'delivery_note' && docType === 'delivery_note') ||
(activeTab !== 'proforma' && activeTab !== 'delivery_note' && invoice.status === activeTab)
return matchesSearch && matchesTab
})
const stats = {
unpaid: invoices.filter((i) => ['sent', 'overdue'].includes(i.status)).length,
unpaidAmount: invoices
.filter((i) => ['sent', 'overdue'].includes(i.status))
.reduce((sum, i) => sum + Number(i.total_sek || i.total), 0),
overdue: invoices.filter((i) => i.status === 'overdue').length,
}
return (
<div className="space-y-6">
<PageHeader
title="Fakturor"
description="Skapa och hantera dina fakturor"
action={
<Link href="/invoices/new">
<Button>
<Plus className="mr-2 h-4 w-4" />
Ny faktura
</Button>
</Link>
}
/>
{/* Stats */}
<div className="grid gap-4 md:grid-cols-3">
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-4">
<div className="h-12 w-12 rounded-lg bg-muted flex items-center justify-center">
<Receipt className="h-6 w-6 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Totalt antal</p>
<p className="text-2xl font-bold tabular-nums">{invoices.length}</p>
</div>
</div>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-4">
<div className="h-12 w-12 rounded-lg bg-muted flex items-center justify-center">
<Clock className="h-6 w-6 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Obetalda</p>
<div className="flex items-center gap-2">
<p className="text-2xl font-bold tabular-nums">{stats.unpaid}</p>
{stats.overdue > 0 && (
<Badge variant="destructive" className="text-xs">
{stats.overdue} förfallna
</Badge>
)}
</div>
</div>
</div>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-4">
<div className="h-12 w-12 rounded-lg bg-muted flex items-center justify-center">
<Send className="h-6 w-6 text-muted-foreground" />
</div>
<div>
<p className="text-sm text-muted-foreground">Att få in</p>
<p className="text-2xl font-bold tabular-nums">{formatCurrency(stats.unpaidAmount)}</p>
</div>
</div>
</CardContent>
</Card>
</div>
{/* Search and tabs */}
<div className="flex flex-col sm:flex-row gap-4">
<div className="relative flex-1">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Sök på fakturanummer eller kund..."
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
className="pl-10"
/>
</div>
<Tabs value={activeTab} onValueChange={setActiveTab}>
<TabsList>
<TabsTrigger value="all">Alla</TabsTrigger>
<TabsTrigger value="unpaid">Obetalda</TabsTrigger>
<TabsTrigger value="paid">Betalda</TabsTrigger>
<TabsTrigger value="draft">Utkast</TabsTrigger>
<TabsTrigger value="proforma">Proforma</TabsTrigger>
<TabsTrigger value="delivery_note">Följesedel</TabsTrigger>
<TabsTrigger value="credit">Kredit</TabsTrigger>
</TabsList>
</Tabs>
</div>
{/* Invoice list */}
{isLoading ? (
<div className="space-y-4">
{[1, 2, 3].map((i) => (
<Card key={i} className="animate-pulse">
<CardContent className="py-4">
<div className="flex items-center justify-between">
<div className="space-y-2">
<div className="h-5 bg-muted rounded w-32" />
<div className="h-4 bg-muted rounded w-48" />
</div>
<div className="h-8 bg-muted rounded w-24" />
</div>
</CardContent>
</Card>
))}
</div>
) : filteredInvoices.length === 0 ? (
<Card>
<CardContent>
{searchTerm ? (
<div className="flex flex-col items-center justify-center py-12">
<Receipt className="h-12 w-12 text-muted-foreground mb-4" />
<h3 className="text-lg font-medium">Inga träffar</h3>
<p className="text-muted-foreground text-center mt-1">
Inga fakturor matchar &quot;{searchTerm}&quot;
</p>
</div>
) : invoices.length === 0 ? (
<EmptyInvoices />
) : (
<div className="flex flex-col items-center justify-center py-12">
<Receipt className="h-12 w-12 text-muted-foreground mb-4" />
<h3 className="text-lg font-medium">Inga fakturor i denna kategori</h3>
<p className="text-muted-foreground text-center mt-1">
Prova att byta flik för att se fler fakturor
</p>
</div>
)}
</CardContent>
</Card>
) : (
<div className="space-y-2">
{filteredInvoices.map((invoice) => {
const status = statusConfig[invoice.status]
const isCreditNote = !!invoice.credited_invoice_id
const docType = (invoice as Invoice & { document_type?: string }).document_type || 'invoice'
const isProforma = docType === 'proforma'
const isDeliveryNote = docType === 'delivery_note'
const StatusIcon = isCreditNote ? ReceiptText : isProforma ? FileQuestion : isDeliveryNote ? Truck : status.icon
const relativeTime = invoice.due_date ? getRelativeTimeLabel(invoice.due_date, invoice.status) : null
const borderClass = isCreditNote ? 'border-l-4 border-l-destructive/50' : isProforma ? 'border-l-4 border-l-blue-400' : isDeliveryNote ? 'border-l-4 border-l-emerald-400' : `border-l-4 ${status.borderColor}`
return (
<Link key={invoice.id} href={`/invoices/${invoice.id}`}>
<Card className={`hover:border-primary/50 transition-colors cursor-pointer ${borderClass} ${invoice.status === 'overdue' ? 'ring-1 ring-destructive/20' : ''}`}>
<CardContent className="py-4">
<div className="flex items-center justify-between">
<div className="flex items-center gap-4">
<div className={`h-10 w-10 rounded-lg flex items-center justify-center ${isCreditNote ? 'bg-destructive/10' : 'bg-muted'}`}>
<StatusIcon className={`h-5 w-5 ${isCreditNote ? 'text-destructive' : 'text-muted-foreground'}`} />
</div>
<div>
<div className="flex items-center gap-2">
<p className="font-medium">{invoice.invoice_number}</p>
{isCreditNote && (
<Badge variant="destructive" className="text-xs">
Kredit
</Badge>
)}
{isProforma && (
<Badge variant="secondary" className="text-xs bg-blue-100 text-blue-700">
Proforma
</Badge>
)}
{isDeliveryNote && (
<Badge variant="secondary" className="text-xs bg-emerald-100 text-emerald-700">
Följesedel
</Badge>
)}
<Badge variant={status.variant as 'default' | 'secondary' | 'destructive'}>
{status.label}
</Badge>
</div>
<div className="flex items-center gap-2">
<p className="text-sm text-muted-foreground">
{(invoice.customer as { name: string })?.name} · {formatDate(invoice.invoice_date)}
</p>
{relativeTime && (
<span className={`text-xs font-medium ${relativeTime.color}`}>
{relativeTime.text}
</span>
)}
</div>
</div>
</div>
<div className="text-right">
<p className={`font-medium tabular-nums ${isCreditNote ? 'text-destructive' : ''}`}>
{formatCurrency(Number(invoice.total), invoice.currency)}
</p>
{invoice.currency !== 'SEK' && invoice.total_sek && (
<p className={`text-sm tabular-nums ${isCreditNote ? 'text-destructive/70' : 'text-muted-foreground'}`}>
{formatCurrency(Number(invoice.total_sek))}
</p>
)}
</div>
</div>
</CardContent>
</Card>
</Link>
)
})}
</div>
)}
</div>
)
}