* fix(invoices): apply configured voucher series to payments + preview next voucher The booking engine resolves the series from default_voucher_series_per_source_type, but the global "Standardserie" dropdown wrote a separate field the engine ignored, and cash-method invoice payments (invoice_cash_payment) weren't exposed in settings — so configured series were silently dropped to "A". - Expose cash/private payment source types in the per-source-type form - Write the global default through to the map on save, keeping overrides - Resolve voucher-sequences/next by source_type (+date) to match the engine - Show the upcoming voucher (V2) in the payment dialog title - Share resolveInvoicePaymentSourceType so preview and booking can't drift Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(salary): keep AGI panel in sync with Skatteverket signing state The AGI panel mixed run-scoped generation state (agi_generated_at, agi_declarations) with period-scoped submission state (extension_data agi_submission_{period}), so the two could drift and present contradictory UI. Reconcile them: - Auto-detect a Mina Sidor BankID signature: while awaiting_signing, poll /agi/kvittenser on mount and on tab refocus so the panel flips to "signed" (hiding the signing actions) without a manual "Hamta kvittens" click. - Warn instead of offering to sign when the locked granskningsunderlag predates the run's latest AGI generation (draftIsStale) — avoids filing superseded figures. - Self-heal a stale "AGI-XML saknas" error once the run's AGI is (re)generated out-of-band (MCP/API/other tab). - Refetch the salary run on tab focus so agi_generated_at reflects out-of-band generation without a hard reload. - /agi/lasUpp now clears the cached agi_submission_{period} record, so unlocking drops the panel back to the pre-submission state instead of stranding it on a released "redo att signeras" draft. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat: Implement VAT registration handling and invoice item line types - Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies. - Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly. - Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field. - Enhanced invoice and credit note handling to accommodate new line types. - Added new localized messages for text rows in English and Swedish. - Created tests for salary run approval logic, ensuring bank details are validated correctly. - Implemented effective net payout calculation for salary runs, considering tax overrides. - Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers. * feat(articles): artikelregister with revenue account + VAT rate per article Article register (non-inventory) with per-article VAT rate and optional BAS class-3 revenue-account override. Includes API routes, UI pages, MCP tools, pending-operation staging, and the activate-or-create account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog, unknown numbers -> AddAccountDialog) reusing the journal entry UX. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): no-doc-required batch + bulk-missing endpoints Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(payments): supplier payment lines + cash-method invoice matching Shared payment-line proposal for supplier invoices, improved match-invoice/match-supplier-invoice flows (kontantmetoden-aware), and voucher-link support without requiring a 151x clearing entry. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc New journal entry dialog component, journal list/page updates, invoice editor updates, SIE import adjustments, transaction ingest and api-key tweaks, pr-agent workflow update. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(invoices): implement tax reduction features and localization updates * feat(tests): add VAT registration gate to pending operations commit tests --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
187 lines
8.0 KiB
TypeScript
187 lines
8.0 KiB
TypeScript
'use client'
|
|
|
|
import Link from 'next/link'
|
|
import { useState } from 'react'
|
|
import { useTranslations } from 'next-intl'
|
|
import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
|
|
import { SettingsLoadError } from '@/components/settings/SettingsLoadError'
|
|
import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
|
|
import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettings'
|
|
import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
|
|
import { VoucherSeriesPerSourceTypeForm } from '@/components/settings/VoucherSeriesPerSourceTypeForm'
|
|
import { applyDefaultSeriesToMap } from '@/lib/bookkeeping/voucher-series-resolver'
|
|
import { PeriodiseringAutoDetectToggle } from '@/components/settings/PeriodiseringAutoDetectToggle'
|
|
import { AccountingFrameworkForm } from '@/components/settings/AccountingFrameworkForm'
|
|
import { useSettings } from '@/components/settings/useSettings'
|
|
import { useCompany } from '@/contexts/CompanyContext'
|
|
import { Label } from '@/components/ui/label'
|
|
import { ExternalLink } from 'lucide-react'
|
|
import type { AccountingFramework, CompanySettings } from '@/types'
|
|
|
|
const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
|
|
|
|
export function BookkeepingSettingsContent() {
|
|
const t = useTranslations('settings_bookkeeping')
|
|
const { settings, isLoading, updateSettings, refetch } = useSettings()
|
|
const { company } = useCompany()
|
|
// Local mirror of the company-level accounting_framework so the K2/K3
|
|
// selector can reflect its own saves without waiting for the layout to
|
|
// re-render through the server. Falls back to k2 (matches the column
|
|
// default) until the company row is loaded.
|
|
const [framework, setFramework] = useState<AccountingFramework>(
|
|
company?.accounting_framework ?? 'k2',
|
|
)
|
|
|
|
if (isLoading) return <SettingsLoadingSkeleton />
|
|
if (!settings) return <SettingsLoadError onRetry={refetch} />
|
|
|
|
function handleSave(formData: FormData) {
|
|
const autoLockValue = formData.get('auto_lock_period_days') as string
|
|
const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
|
|
const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
|
|
const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
|
|
|
|
const updates: Record<string, unknown> = {
|
|
bookkeeping_locked_through: lockedThrough,
|
|
auto_lock_period_days: autoLockValue === 'none' ? null : parseInt(autoLockValue),
|
|
accounting_method: accountingMethod,
|
|
default_voucher_series: defaultVoucherSeries,
|
|
}
|
|
|
|
// Write-through: the booking engine resolves the series from the
|
|
// per-source-type map, NOT from default_voucher_series. So when the user
|
|
// changes the global default, propagate it across the map — but only for
|
|
// types that were still following the previous default, leaving explicit
|
|
// per-type overrides (set via VoucherSeriesPerSourceTypeForm) untouched.
|
|
// Without this the "Standardserie" dropdown is a no-op for bookkeeping.
|
|
// Only runs when the series actually changed, so saving the form for an
|
|
// unrelated reason (e.g. the lock date) never rewrites the map.
|
|
const prevDefault = settings?.default_voucher_series || 'A'
|
|
const currentMap = settings?.default_voucher_series_per_source_type
|
|
if (currentMap && defaultVoucherSeries !== prevDefault) {
|
|
updates.default_voucher_series_per_source_type = applyDefaultSeriesToMap(
|
|
currentMap,
|
|
prevDefault,
|
|
defaultVoucherSeries,
|
|
)
|
|
}
|
|
|
|
return {
|
|
updates,
|
|
onSuccess: (data: Record<string, unknown>) => {
|
|
updateSettings(data as Partial<CompanySettings>)
|
|
},
|
|
}
|
|
}
|
|
|
|
// K2/K3 selector is only meaningful for AB. EF stays on EF rules and never
|
|
// picks a framework. Use the company row (source of truth) since
|
|
// company_settings.entity_type can be stale on legacy data.
|
|
const isAktiebolag = company?.entity_type === 'aktiebolag'
|
|
|
|
return (
|
|
<div className="space-y-8">
|
|
{isAktiebolag && (
|
|
<AccountingFrameworkForm
|
|
current={framework}
|
|
onSaved={(next) => setFramework(next)}
|
|
/>
|
|
)}
|
|
<SettingsFormWrapper onSave={handleSave} className="space-y-8">
|
|
{/* Accounting method */}
|
|
<section className="space-y-4">
|
|
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
|
|
{t('method_heading')}
|
|
</h2>
|
|
<div className="space-y-2">
|
|
<Label htmlFor="accounting_method">{t('method_label')}</Label>
|
|
<select
|
|
id="accounting_method"
|
|
name="accounting_method"
|
|
defaultValue={settings.accounting_method || 'accrual'}
|
|
className="flex h-10 w-full max-w-xs rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
|
|
>
|
|
<option value="accrual">{t('method_accrual')}</option>
|
|
<option value="cash">{t('method_cash')}</option>
|
|
</select>
|
|
<p className="text-xs text-muted-foreground">
|
|
{t('method_help')}
|
|
</p>
|
|
</div>
|
|
</section>
|
|
|
|
{/* Default voucher series */}
|
|
<div className="border-t border-border pt-8">
|
|
<section className="space-y-4">
|
|
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
|
|
{t('series_heading')}
|
|
</h2>
|
|
<div className="space-y-2">
|
|
<Label htmlFor="default_voucher_series">{t('series_label')}</Label>
|
|
<select
|
|
id="default_voucher_series"
|
|
name="default_voucher_series"
|
|
defaultValue={settings.default_voucher_series || 'A'}
|
|
className="flex h-10 w-16 rounded-md border border-input bg-background px-3 py-2 text-sm font-mono ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
|
|
>
|
|
{SERIES_OPTIONS.map((letter) => (
|
|
<option key={letter} value={letter}>{letter}</option>
|
|
))}
|
|
</select>
|
|
<p className="text-xs text-muted-foreground">
|
|
{t('series_help')}
|
|
</p>
|
|
</div>
|
|
</section>
|
|
</div>
|
|
|
|
{/* Period locking */}
|
|
<div className="border-t border-border pt-8">
|
|
<PeriodLockingSettings settings={settings} />
|
|
</div>
|
|
</SettingsFormWrapper>
|
|
|
|
{/* Voucher series — per-source-type mapping */}
|
|
<div className="border-t border-border pt-8">
|
|
<VoucherSeriesPerSourceTypeForm
|
|
settings={settings}
|
|
onSettingsUpdated={updateSettings}
|
|
/>
|
|
</div>
|
|
|
|
{/* Voucher series — read-only display */}
|
|
<div className="border-t border-border pt-8">
|
|
<VoucherSeriesManager defaultSeries={settings.default_voucher_series || 'A'} />
|
|
</div>
|
|
|
|
{/* Periodisering auto-detect toggle */}
|
|
<div className="border-t border-border pt-8">
|
|
<PeriodiseringAutoDetectToggle />
|
|
</div>
|
|
|
|
{/* Cross-links */}
|
|
<div className="border-t border-border pt-8 space-y-3">
|
|
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
|
|
{t('related_heading')}
|
|
</h2>
|
|
<div className="flex flex-col gap-2">
|
|
<Link
|
|
href="/bookkeeping"
|
|
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
|
|
>
|
|
<ExternalLink className="h-3.5 w-3.5" />
|
|
{t('related_fiscal_year')}
|
|
</Link>
|
|
<Link
|
|
href="/bookkeeping"
|
|
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
|
|
>
|
|
<ExternalLink className="h-3.5 w-3.5" />
|
|
{t('related_chart_of_accounts')}
|
|
</Link>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|