Files
accounted/app/api/bookkeeping/journal-entries/route.ts
T
MattssonandClaude Opus 4.7 c8461397c8 Bug/accounting ps eu (#474)
* feat(api): implement commit functionality for journal entries

* fix(extensions): make ExtensionSettings.clear() a real delete so disconnect flows work

The 2026-03-30 multi-tenant refactor dropped all RLS policies on extension_data
and recreated only SELECT/INSERT/UPDATE. Combined with `value jsonb NOT NULL`,
every extension that called `settings.set(key, null)` to clear stored state
(cloud-backup disconnect, skatteverket OAuth/AGI cleanup, arcim-migration
consent reset) silently failed — the upsert hit the NOT NULL constraint and
the error was swallowed, leaving users stuck with stale connection rows.

Adds an `extension_data_delete` RLS policy, a `clear(key)` method backed by a
real DELETE, switches the four affected handlers, and makes `set()` throw on
Supabase error so this class of silent failure can't recur.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(journal-entries): add draft saving functionality to journal entry form

* feat: add periodisk sammanställning report generation and CSV export

- Implemented period date helpers in `period-dates.ts` for calculating start and end dates based on period type (monthly, quarterly, yearly).
- Created `periodisk-sammanstallning.ts` to generate the periodisk sammanställning report, including data fetching, validation, and warning handling.
- Developed CSV serializer in `periodisk-sammanstallning-csv.ts` for exporting the report in SKV574008 format.
- Added new columns to `company_settings` for storing periodisk sammanställning settings and tax contact information via migration.
- Introduced a new migration to add a `paid_with_private_funds` flag to `supplier_invoices` for tracking out-of-pocket expenses.
- Updated journal entries to include the new source type for privately paid supplier invoices.

* feat(migrations): add paid_with_private_funds flag to supplier_invoices and expand journal_entries.source_type CHECK

* fix(ai_requests): drop existing policies and trigger before creating new ones

* fix(migrations): ensure extension_data has a proper DELETE policy for ExtensionSettings.clear()

* fix(supplier-invoices): update error handling for invalid input in POST request

* fix: correct capitalization in project title

* fix(migrations): resolve duplicate version 20260513120000

Two migrations shared the same timestamp prefix, causing
schema_migrations_pkey collision on Supabase preview branches.
Bump extension_data_delete_policy to 20260513120001.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 01:10:44 +02:00

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import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { createDraftEntry, createJournalEntry } from '@/lib/bookkeeping/engine'
import { bookkeepingErrorResponse } from '@/lib/bookkeeping/errors'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { CreateJournalEntrySchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
ensureInitialized()
export async function GET(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const companyId = await requireCompanyId(supabase, user.id)
const { searchParams } = new URL(request.url)
const periodId = searchParams.get('period_id')
const status = searchParams.get('status')
const limit = parseInt(searchParams.get('limit') || '50')
const offset = parseInt(searchParams.get('offset') || '0')
const dateFrom = searchParams.get('date_from')
const dateTo = searchParams.get('date_to')
const sortDate = searchParams.get('sort_date') // 'asc' | 'desc'
// 'date_desc' (default) | 'date_asc' | 'voucher_asc' | 'voucher_desc'
// sort_by overrides sort_date when present. sort_date is kept for backwards
// compatibility with older clients.
const sortBy = searchParams.get('sort_by')
const isVoucherSort = sortBy === 'voucher_asc' || sortBy === 'voucher_desc'
// Default on: when a fiscal period is selected, include follow-up entries
// booked in later periods whose source aggregate (invoice, supplier invoice)
// is dated inside the selected period. Pass include_related=false to
// restore strict fiscal_period_id filtering.
const includeRelated = searchParams.get('include_related') !== 'false'
const dateAscending = sortDate === 'asc' || sortBy === 'date_asc'
const sortDateParam = sortBy === 'date_asc' || sortDate === 'asc' ? 'asc' : 'desc'
// Voucher-sort path: include_related RPC doesn't support voucher ordering,
// so fall through to the direct query below. This means voucher sort is
// *strict by fiscal_period_id* — cross-period follow-up entries that the
// RPC normally surfaces under date sort are excluded under voucher sort.
// That's intentional: voucher numbers are series-scoped within a fiscal
// year (BFL 5 kap 6–7 §§), so showing series A1, A2 … alongside entries
// belonging to a different year's series would be misleading. The trade-off
// is that the visible row count may differ between sort modes for the same
// period; the strict count is the BFL-compliant view of that year.
if (periodId && includeRelated && !isVoucherSort) {
const { data, error } = await supabase.rpc('list_fiscal_period_entries_with_related', {
p_company_id: companyId,
p_period_id: periodId,
p_include_related: true,
p_status: status,
p_date_from: dateFrom,
p_date_to: dateTo,
p_sort_date: sortDateParam,
p_limit: limit,
p_offset: offset,
})
if (error) {
return NextResponse.json({ error: error.message }, { status: 500 })
}
const rows = data ?? []
const entries = rows.map((r: { entry: unknown }) => r.entry)
const count = rows.length > 0 ? Number((rows[0] as { total_count: number | string }).total_count) : 0
return NextResponse.json({ data: entries, count })
}
let query = supabase
.from('journal_entries')
.select('*, lines:journal_entry_lines(*)', { count: 'exact' })
.eq('company_id', companyId)
if (isVoucherSort) {
const voucherAscending = sortBy === 'voucher_asc'
query = query
.order('voucher_series', { ascending: voucherAscending })
.order('voucher_number', { ascending: voucherAscending })
} else if (sortDate === 'asc' || sortDate === 'desc' || sortBy === 'date_asc' || sortBy === 'date_desc') {
query = query
.order('entry_date', { ascending: dateAscending })
.order('voucher_number', { ascending: dateAscending })
} else {
query = query
.order('voucher_series', { ascending: true })
.order('voucher_number', { ascending: true })
}
query = query.range(offset, offset + limit - 1)
if (periodId) {
query = query.eq('fiscal_period_id', periodId)
}
if (status) {
query = query.eq('status', status)
} else {
query = query.neq('status', 'cancelled')
}
if (dateFrom) {
query = query.gte('entry_date', dateFrom)
}
if (dateTo) {
query = query.lte('entry_date', dateTo)
}
const { data, error, count } = await query
if (error) {
return NextResponse.json({ error: error.message }, { status: 500 })
}
return NextResponse.json({ data, count })
}
export async function POST(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const validation = await validateBody(request, CreateJournalEntrySchema)
if (!validation.success) return validation.response
const body = validation.data
const { searchParams } = new URL(request.url)
const asDraft = searchParams.get('as_draft') === 'true'
try {
const entry = asDraft
? await createDraftEntry(supabase, companyId, user.id, body)
: await createJournalEntry(supabase, companyId, user.id, body)
return NextResponse.json({ data: entry })
} catch (err) {
const typed = bookkeepingErrorResponse(err)
if (typed) return typed
return NextResponse.json(
{ error: err instanceof Error ? err.message : 'Failed to create journal entry' },
{ status: 400 }
)
}
}