* 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>
216 lines
7.9 KiB
TypeScript
216 lines
7.9 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 { generateIncomeStatement } from '@/lib/reports/income-statement'
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import { FinancialStatementPDF, type FinancialStatementGroup, type FinancialStatementSection, type FinancialStatementSummaryRow } 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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// K2/K3 uppställningsform (ÅRL bilaga 2, kostnadsslagsindelad) splits class 8
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// into three named blocks with subtotals:
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// 80–84 → Finansiella poster (followed by "Resultat efter finansiella poster")
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// 88 → Bokslutsdispositioner
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// 89 → Skatt på årets resultat
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// The generator lumps these together under financial_sections, so we split
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// here by the first row's account prefix.
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const FINANSIELLA_POSTER_PREFIXES = ['80', '81', '82', '83', '84']
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const BOKSLUTSDISPOSITIONER_PREFIXES = ['88']
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const SKATT_PREFIXES = ['89']
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const KNOWN_CLASS_8_PREFIXES = [
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...FINANSIELLA_POSTER_PREFIXES,
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...BOKSLUTSDISPOSITIONER_PREFIXES,
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...SKATT_PREFIXES,
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]
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function sectionPrefix(section: FinancialStatementSection, prefixes: string[]): boolean {
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if (section.rows.length === 0) return false
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const acc = section.rows[0].account_number
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return prefixes.some((p) => acc.startsWith(p))
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}
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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 generateIncomeStatement(supabase, companyId, periodId)
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report.period = { start: period.period_start, end: period.period_end }
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const operatingResult = Math.round((report.total_revenue - report.total_expenses) * 100) / 100
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// Split class 8 into its three K2/K3 blocks plus a catch-all for any
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// prefix the generator emits but we haven't explicitly mapped. If a future
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// generator change adds sections for 85/86/87 or similar, this keeps them
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// visible and arithmetically accounted for rather than silently dropped.
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const finansiellaPosterSections = report.financial_sections.filter((s) =>
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sectionPrefix(s, FINANSIELLA_POSTER_PREFIXES),
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)
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const bokslutsdispositionerSections = report.financial_sections.filter((s) =>
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sectionPrefix(s, BOKSLUTSDISPOSITIONER_PREFIXES),
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)
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const skattSections = report.financial_sections.filter((s) =>
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sectionPrefix(s, SKATT_PREFIXES),
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)
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const ovrigaFinansiellaPosterSections = report.financial_sections.filter(
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(s) => !sectionPrefix(s, KNOWN_CLASS_8_PREFIXES),
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)
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const totalFinansiellaPoster = Math.round(
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finansiellaPosterSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
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) / 100
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const totalBokslutsdispositioner = Math.round(
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bokslutsdispositionerSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
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) / 100
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const totalSkatt = Math.round(
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skattSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
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) / 100
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const totalOvrigaFinansiellaPoster = Math.round(
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ovrigaFinansiellaPosterSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
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) / 100
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// Catch-all is treated as part of "finansiella poster" for the subtotal —
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// 85-87 accounts in BAS are financial-adjacent (not tax, not bokslut).
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const resultatEfterFinansiellaPoster = Math.round(
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(operatingResult + totalFinansiellaPoster + totalOvrigaFinansiellaPoster) * 100,
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) / 100
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const groups: FinancialStatementGroup[] = [
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{
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heading: 'Rörelseintäkter',
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sections: report.revenue_sections,
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totalLabel: 'Summa rörelseintäkter',
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total: report.total_revenue,
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},
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{
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heading: 'Rörelsekostnader',
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sections: report.expense_sections,
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totalLabel: 'Summa rörelsekostnader',
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total: report.total_expenses,
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negate: true,
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},
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]
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if (finansiellaPosterSections.length > 0) {
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groups.push({
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heading: 'Finansiella poster',
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sections: finansiellaPosterSections,
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totalLabel: 'Summa finansiella poster',
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total: totalFinansiellaPoster,
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})
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}
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if (ovrigaFinansiellaPosterSections.length > 0) {
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groups.push({
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heading: 'Övriga finansiella poster',
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sections: ovrigaFinansiellaPosterSections,
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totalLabel: 'Summa övriga finansiella poster',
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total: totalOvrigaFinansiellaPoster,
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})
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}
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if (bokslutsdispositionerSections.length > 0) {
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groups.push({
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heading: 'Bokslutsdispositioner',
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sections: bokslutsdispositionerSections,
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totalLabel: 'Summa bokslutsdispositioner',
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total: totalBokslutsdispositioner,
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})
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}
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if (skattSections.length > 0) {
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groups.push({
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heading: 'Skatter',
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sections: skattSections,
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totalLabel: 'Summa skatter',
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total: totalSkatt,
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})
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}
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// K2/K3 uppställningsform (ÅRL bilaga 2) summary structure:
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// Rörelseresultat
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// Resultat efter finansiella poster (only if finansiella poster present)
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// Bokslutsdispositioner (only if present)
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// Skatt på årets resultat (always, so the reader can verify the tax calc)
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// Årets resultat
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const summary: FinancialStatementSummaryRow[] = [
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{ label: 'Rörelseresultat', amount: operatingResult },
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]
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if (
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finansiellaPosterSections.length > 0 ||
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ovrigaFinansiellaPosterSections.length > 0
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) {
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summary.push({
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label: 'Resultat efter finansiella poster',
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amount: resultatEfterFinansiellaPoster,
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})
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}
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if (bokslutsdispositionerSections.length > 0) {
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summary.push({ label: 'Bokslutsdispositioner', amount: totalBokslutsdispositioner })
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}
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summary.push({ label: 'Skatt på årets resultat', amount: totalSkatt })
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summary.push({ label: 'Årets resultat', amount: report.net_result, emphasis: true })
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const pdfBuffer = await renderToBuffer(
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FinancialStatementPDF({
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title: 'Resultaträkning',
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groups,
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summary,
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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 = `resultatrakning-${report.period.start}-utkast.pdf`
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return new Response(new Uint8Array(pdfBuffer), {
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headers: {
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'Content-Type': 'application/pdf',
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'Content-Disposition': `attachment; filename="${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 resultaträkning' },
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{ status: 500 }
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)
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}
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}
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