* feat: copy voucher, MRU booking templates, and PDF export for reports - Add "Kopiera verifikat" action on the journal-entry detail page that prefills a new draft with the source entry's lines, description, and notes. Date defaults to today so locked-period posts can't happen by accident; source_type resets to manual. - Track per-company MRU for booking_template_library rows via a new booking_template_usage table (fire-and-forget touch endpoint hooked into both pickers) and sort the list most-recently-used first for the active company. - Generate downloadable PDFs for balansräkning and resultaträkning using the existing @react-pdf/renderer toolchain. Adds a reusable parameterized template and two API routes, with download buttons on the matching report views. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback on copy-voucher + report PDFs Compliance review (Swedish accounting): - Balance-sheet PDF now refuses to render when tillgångar ≠ eget kapital och skulder; the stale "Differens" summary row is gone. The on-screen view still surfaces the existing "Balanserar ej" warning so users can diagnose the imbalance before downloading. ÅRL 3 kap / K2 / K3 require exact balance. - Both PDF routes now 400 when the requested fiscal period cannot be resolved — identifiable period is part of räkenskapsinformation under BFL 7 kap. - Income-statement PDF adds the mandatory "Resultat efter finansiella poster" subtotal when financial items are present, per K2/K3 uppställningsform (ÅRL bilaga 2). - Copy-voucher flow now shows a clear banner ("Kopia av verifikat X — nytt, fristående verifikat skapas") so users cannot mistake the copy for a rättelse/storno. Code review (Greptile): - New migration adds updated_at column + trigger to booking_template_usage (project convention; applied to the Supabase project). - Replace localeCompare on ISO timestamps with plain relational comparison to avoid any locale-dependent ordering. - UUID-format validation on the copy_from query param before it goes into the fetch URL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: second round of Swedish compliance fixes on report PDFs - Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor totals (SFL 22:1 convention). The previous 0.5-öre tolerance could reject a legitimate balance sheet when accumulated floating-point noise across hundreds of ledger lines exceeded the threshold. The on-screen view still surfaces the öre-precise "Balanserar ej" badge for diagnostic visibility. - Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat" notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being mistaken for or filed as an approved årsredovisning. - Income-statement PDF now follows K2/K3 uppställningsform (ÅRL bilaga 2) by splitting class 8 into three blocks with named subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88), Skatter (89). The summary now always shows a "Skatt på årets resultat" row so the reader can verify the tax calculation, and adds "Resultat efter finansiella poster" / "Bokslutsdispositioner" subtotals when each block is present. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: harden report PDFs against out-of-band filing + future BAS growth - Append "-utkast" to downloaded PDF filenames. The filename survives the PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf in a Downloads folder or forwarded attachment is ambiguous, whereas balansrakning-2026-01-01-utkast.pdf makes the draft status legible even without opening the document. - Add a catch-all "Övriga finansiella poster" bucket in the income-statement PDF for any class-8 section whose account prefix isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in the "Resultat efter finansiella poster" subtotal so arithmetic stays consistent. Future-proofs the PDF against a generator change that starts emitting 85–87 sections. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
116 lines
4.0 KiB
TypeScript
116 lines
4.0 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { renderToBuffer } from '@react-pdf/renderer'
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import { generateBalanceSheet } from '@/lib/reports/balance-sheet'
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import { FinancialStatementPDF } from '@/lib/reports/financial-statement-pdf-template'
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import { requireCompanyId } from '@/lib/company/context'
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import type { CompanySettings } from '@/types'
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export async function GET(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = await requireCompanyId(supabase, user.id)
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const { searchParams } = new URL(request.url)
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const periodId = searchParams.get('period_id')
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if (!periodId) {
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return NextResponse.json({ error: 'period_id is required' }, { status: 400 })
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}
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const [{ data: period }, { data: companyRow }] = await Promise.all([
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supabase
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.from('fiscal_periods')
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.select('period_start, period_end')
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.eq('id', periodId)
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.eq('company_id', companyId)
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.single(),
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supabase
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.from('company_settings')
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.select('*')
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.eq('company_id', companyId)
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.single(),
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])
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if (!companyRow) {
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return NextResponse.json({ error: 'Företagsinställningar saknas' }, { status: 404 })
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}
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// An identifiable period is part of räkenskapsinformation (BFL 7 kap). Refuse
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// to render a PDF that can't be archived with the period it refers to.
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if (!period) {
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return NextResponse.json(
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{ error: 'Räkenskapsperioden kunde inte läsas. Välj en befintlig period innan du genererar PDF.' },
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{ status: 400 }
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)
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}
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try {
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const report = await generateBalanceSheet(supabase, companyId, periodId)
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report.period = { start: period.period_start, end: period.period_end }
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const totalAssets = report.total_assets
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const totalEquityLiab = report.total_equity_liabilities
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// ÅRL 3 kap / K2 / K3 require balansräkningen to balance. Compare rounded
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// to whole kronor — matches SFL 22:1's truncation convention for statutory
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// reports and is immune to floating-point accumulation across hundreds of
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// ledger lines (öresavrundning noise under half a krona is never a real
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// accounting error). The on-screen view still surfaces a "Balanserar ej"
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// warning at öre precision so users can diagnose smaller discrepancies.
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const diffInKronor = Math.abs(Math.round(totalAssets) - Math.round(totalEquityLiab))
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if (diffInKronor >= 1) {
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return NextResponse.json(
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{
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error:
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'Balansräkningen balanserar inte (tillgångar ≠ eget kapital och skulder). Åtgärda differensen innan du genererar PDF.',
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},
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{ status: 400 }
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)
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}
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const pdfBuffer = await renderToBuffer(
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FinancialStatementPDF({
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title: 'Balansräkning',
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groups: [
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{
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heading: 'Tillgångar',
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sections: report.asset_sections,
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totalLabel: 'Summa tillgångar',
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total: totalAssets,
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},
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{
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heading: 'Eget kapital och skulder',
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sections: report.equity_liability_sections,
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totalLabel: 'Summa eget kapital och skulder',
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total: totalEquityLiab,
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},
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],
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period: report.period,
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company: companyRow as CompanySettings,
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generatedAt: new Date().toISOString(),
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})
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)
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// "-utkast" suffix keeps the draft status visible even after the file
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// leaves the browser — complements the in-document ÅRL 2:7 disclaimer.
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const filename = `balansrakning-${report.period.start}-utkast.pdf`
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return new Response(new Uint8Array(pdfBuffer), {
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headers: {
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'Content-Type': 'application/pdf',
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'Content-Disposition': `attachment; filename="${filename}"`,
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},
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})
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} catch (err) {
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Kunde inte generera balansräkning' },
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{ status: 500 }
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)
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}
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}
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