* fix(salary): show birthdate in masked personnummer, hide the 4-digit suffix Flip the personnummer display format from XXXXXXXX-NNNN to YYYYMMDD-XXXX so the sensitive 4-digit suffix is hidden while the (public) birthdate stays visible. Affects the employees list/detail, salary run, payslip PDF, payslip email, and the MCP server tools (list_employees, get_salary_run). Each call site now decrypts the stored personnummer before masking. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): allow deleting unbooked transactions from "Alla transaktioner" The history list only let users delete via the inbox card; once a category or mall was picked but the verifikation hadn't been created, the row showed "Ej bokförd" with no way to remove it. The API already permits delete while journal_entry_id is null, so the gap was purely a missing UI affordance. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(vat): populate ruta 20-24 for reverse charge + dishonest "Validera OK" Three connected issues caused Skatteverket to reject momsdeklarationer with FK004 even after our local "Validera"-knapp returned OK. 1. supplier-invoice-entries booked fiktiv moms (2614/2624/2634 + 2645/2647) on reverse-charge invoices but never the underlying basbelopp on 44xx/45xx. Ruta 30-32 filled up at SKV while ruta 20-24 stayed at 0 — SKV's FK004 ("silent netting prohibited", ML 13 kap kräver båda sidor). Fix: generateReverseChargeBasisLines in vat-entries.ts emits parallel 45xx/44xx debit + 4598 motkonto credit per rate group. Engine calls it from registration, cash, and credit-note paths. Skipped when the user booked the expense directly on a basis account to avoid double-counting. 4598 added to BAS reference (no migration needed; account_number is plain text on journal_entry_lines). 2. rutorToMomsuppgift rounded each ruta independently but computed summaMoms from the unrounded ruta49. SKV recomputes the sum from integer rutor on their side, so fractional öres caused ±1 SEK drift and SKV rejected with FK009. Fix: derive summaMoms from the already-rounded VAT-amount rutor. 3. "Validera"-knappen only confirmed SKV's internal arithmetic — a declaration with ruta 30-32 populated and ruta 20-24 empty validated fine until /utkast hit FK004. Users got a false green light. Fix: vat-declaration-checks.ts runs locally before the SKV call, blocks Validera/Spara when ERROR-level findings exist, and surfaces them in a separate "Lokala kontroller"-section. Success message reworded so SKV's OK is no longer presented as filing-ready. Tests: 4535/4536/4531/4425 lines + 4598 motkonto on EU/non-EU/byggtjänster RC, credit-note reversal, fractional-öres summaMoms, all four pre-flight codes (RC_BASIS_MISSING, RC_OUTPUT_MISSING, RC_INPUT_VAT_MISMATCH, SUMMA_MOMS_DRIFT). Backfill for already-posted entries follows in the next commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add skattekonto matching functionality - Enhance TransactionInboxCard to display a warning for potential 1930↔1630 transfers. - Implement match suggestions for skattekonto transactions in the backend. - Create SkattekontoMatchDialog component for linking skattekonto rows to existing journal entries. - Develop SkattekontoInboxCard component to handle skattekonto transactions in the inbox. - Introduce skattekonto-match utility functions for candidate matching and linking. - Update types to include match suggestions and enriched transaction responses. * refactor: reorganize skattekonto types and implement bank counterpart matching logic * docs: update CLAUDE.md to streamline integrations and clarify architecture details * refactor: enhance reverse charge logic to handle non-basis accounts and prevent double-counting --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
190 lines
6.5 KiB
TypeScript
190 lines
6.5 KiB
TypeScript
'use client'
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import { motion } from 'framer-motion'
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import { Card, CardContent } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Badge } from '@/components/ui/badge'
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import { cn, formatCurrency, formatDate } from '@/lib/utils'
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import { AlertCircle, ArrowUpRight, ArrowDownRight, Landmark, Link2, Loader2 } from 'lucide-react'
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import type {
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SkattekontoMatchSuggestion,
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StoredSkattekontoTransaction,
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} from '@/types/skatteverket'
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/**
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* Skattekonto-rad in the /transactions inbox.
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*
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* Mirrors the visual rhythm of TransactionInboxCard (same icon circle, same
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* amount placement) but with SKV-specific actions: Bokför creates a draft via
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* the skatteverket extension; Matcha opens the shared dialog so users can
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* link the row to an already-booked manual transfer.
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*
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* The Skatteverket badge is the cue that this row is fundamentally different
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* from a bank tx — different counter-account (1630 vs 1930), different
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* categorization rules, no AI-suggested invoice matches.
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*/
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export default function SkattekontoInboxCard({
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row,
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matchSuggestion,
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processing,
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onBokfor,
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onMatch,
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onAnimationComplete,
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}: {
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row: StoredSkattekontoTransaction
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matchSuggestion?: SkattekontoMatchSuggestion | null
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processing: boolean
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onBokfor: (row: StoredSkattekontoTransaction) => void
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onMatch: (row: StoredSkattekontoTransaction) => void
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onAnimationComplete?: (id: string) => void
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}) {
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const amount = Number(row.belopp_skatteverket)
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const isIncome = amount > 0
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return (
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<motion.div
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layout
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initial={{ opacity: 1, scale: 1 }}
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exit={{ opacity: 0, scale: 0.95, x: -16 }}
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transition={{ duration: 0.25, ease: [0.25, 0.46, 0.45, 0.94] }}
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onAnimationComplete={definition => {
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if (
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typeof definition === 'object' &&
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'opacity' in definition &&
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definition.opacity === 0
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) {
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onAnimationComplete?.(row.id)
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}
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}}
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>
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<Card
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className={cn(
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'transition-colors',
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matchSuggestion ? 'border-warning' : 'border-warning/50',
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)}
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>
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<CardContent className="py-4">
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<div className="flex items-start justify-between gap-4">
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<div className="flex items-start gap-3 min-w-0 flex-1">
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<div
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className={cn(
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'h-9 w-9 rounded-full flex items-center justify-center flex-shrink-0',
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isIncome
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? 'bg-success/10 text-success'
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: 'bg-destructive/10 text-destructive',
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)}
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aria-hidden="true"
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>
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{isIncome ? (
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<ArrowUpRight className="h-5 w-5" />
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) : (
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<ArrowDownRight className="h-5 w-5" />
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)}
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</div>
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<div className="min-w-0">
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<div className="flex items-center gap-2 flex-wrap">
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<p className="font-medium truncate">{row.transaktionstext}</p>
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<Badge variant="outline" className="gap-1 text-[10px]">
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<Landmark className="h-3 w-3" />
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Skatteverket
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</Badge>
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</div>
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<p className="text-sm text-muted-foreground">
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{formatDate(row.transaktionsdatum)}
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</p>
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</div>
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</div>
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<div className="text-right flex-shrink-0">
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<p
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className={cn(
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'font-medium tabular-nums',
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isIncome && 'text-success',
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)}
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>
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{isIncome ? '+' : ''}
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{formatCurrency(amount)}
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</p>
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</div>
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</div>
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{matchSuggestion && (
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<div className="mt-3 flex items-start gap-2 rounded-md border border-warning/40 bg-warning/5 p-2 text-xs">
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<AlertCircle className="h-3.5 w-3.5 mt-0.5 flex-shrink-0 text-warning" />
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<div className="min-w-0">
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<p className="font-medium">
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Möjlig dublett av verifikat{' '}
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{matchSuggestion.voucher_series && matchSuggestion.voucher_number
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? `${matchSuggestion.voucher_series}${matchSuggestion.voucher_number}`
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: '(utkast)'}
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</p>
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<p className="text-muted-foreground truncate">
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{matchSuggestion.entry_date} • {matchSuggestion.description}
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</p>
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<p className="text-muted-foreground">
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Det här ser ut som samma kassaflöde — koppla istället för
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att bokföra om.
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</p>
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</div>
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</div>
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)}
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<div className="flex flex-wrap items-center gap-2 mt-3 pt-3 border-t">
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{matchSuggestion ? (
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<>
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<Button
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size="sm"
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variant="default"
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className="h-9 text-xs"
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onClick={() => onMatch(row)}
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disabled={processing}
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>
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<Link2 className="mr-1.5 h-3 w-3" />
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Koppla till verifikat
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</Button>
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<Button
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size="sm"
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variant="ghost"
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className="h-9 text-xs"
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onClick={() => onBokfor(row)}
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disabled={processing}
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>
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{processing ? (
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<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
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) : null}
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Bokför ändå
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</Button>
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</>
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) : (
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<>
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<Button
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size="sm"
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variant="default"
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className="h-9 text-xs"
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onClick={() => onBokfor(row)}
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disabled={processing}
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>
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{processing ? (
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<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
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) : null}
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Bokför
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</Button>
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<Button
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size="sm"
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variant="outline"
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className="h-9 text-xs"
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onClick={() => onMatch(row)}
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disabled={processing}
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>
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<Link2 className="mr-1.5 h-3 w-3" />
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Matcha mot verifikat
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</Button>
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</>
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)}
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</div>
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</CardContent>
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</Card>
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</motion.div>
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)
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}
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