Files
accounted/app/api/invoices/[id]/convert/route.ts
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

138 lines
4.0 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { eventBus } from '@/lib/events'
import { ensureInitialized } from '@/lib/init'
import type { Invoice } from '@/types'
ensureInitialized()
/**
* POST /api/invoices/[id]/convert
*
* Converts a proforma invoice to a real invoice.
* Copies all data, generates a real invoice number, and marks the proforma as cancelled.
*/
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const { id } = await params
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
// Fetch proforma with items
const { data: proforma, error: proformaError } = await supabase
.from('invoices')
.select('*, items:invoice_items(*)')
.eq('id', id)
.eq('user_id', user.id)
.single()
if (proformaError || !proforma) {
return NextResponse.json({ error: 'Proformafakturan hittades inte' }, { status: 404 })
}
if (proforma.document_type !== 'proforma') {
return NextResponse.json(
{ error: 'Endast proformafakturor kan konverteras' },
{ status: 400 }
)
}
if (proforma.status === 'cancelled') {
return NextResponse.json(
{ error: 'Denna proformafaktura har redan makuleras' },
{ status: 400 }
)
}
// Generate real invoice number
const { data: invoiceNumber } = await supabase.rpc('generate_invoice_number', {
p_user_id: user.id,
})
// Create the real invoice
const { data: invoice, error: invoiceError } = await supabase
.from('invoices')
.insert({
user_id: user.id,
customer_id: proforma.customer_id,
invoice_number: invoiceNumber,
invoice_date: new Date().toISOString().split('T')[0],
due_date: proforma.due_date,
currency: proforma.currency,
exchange_rate: proforma.exchange_rate,
exchange_rate_date: proforma.exchange_rate_date,
subtotal: proforma.subtotal,
subtotal_sek: proforma.subtotal_sek,
vat_amount: proforma.vat_amount,
vat_amount_sek: proforma.vat_amount_sek,
total: proforma.total,
total_sek: proforma.total_sek,
vat_treatment: proforma.vat_treatment,
vat_rate: proforma.vat_rate,
moms_ruta: proforma.moms_ruta,
reverse_charge_text: proforma.reverse_charge_text,
your_reference: proforma.your_reference,
our_reference: proforma.our_reference,
notes: proforma.notes,
document_type: 'invoice',
converted_from_id: id,
})
.select()
.single()
if (invoiceError) {
return NextResponse.json({ error: invoiceError.message }, { status: 500 })
}
// Copy invoice items
const items = (proforma.items || []).map((item: { sort_order: number; description: string; quantity: number; unit: string; unit_price: number; line_total: number }) => ({
invoice_id: invoice.id,
sort_order: item.sort_order,
description: item.description,
quantity: item.quantity,
unit: item.unit,
unit_price: item.unit_price,
line_total: item.line_total,
}))
if (items.length > 0) {
const { error: itemsError } = await supabase
.from('invoice_items')
.insert(items)
if (itemsError) {
await supabase.from('invoices').delete().eq('id', invoice.id)
return NextResponse.json({ error: itemsError.message }, { status: 500 })
}
}
// Mark proforma as cancelled
await supabase
.from('invoices')
.update({ status: 'cancelled' })
.eq('id', id)
// Fetch complete invoice
const { data: completeInvoice } = await supabase
.from('invoices')
.select('*, customer:customers(*), items:invoice_items(*)')
.eq('id', invoice.id)
.single()
if (completeInvoice) {
await eventBus.emit({
type: 'invoice.created',
payload: { invoice: completeInvoice as Invoice, userId: user.id },
})
}
return NextResponse.json({ data: completeInvoice })
}