Files
accounted/app/api/settings/booking-templates/route.ts
T
Jakob WennbergandClaude Opus 4.7 4cd0a55761 Copy voucher, MRU booking templates, and PDF export for reports (#303)
* 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>
2026-04-21 22:28:41 +02:00

167 lines
5.5 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { z } from 'zod'
import { validateBody } from '@/lib/api/validate'
const BookingTemplateLineSchema = z.object({
account: z.string().regex(/^\d{4}$/),
label: z.string().min(1),
side: z.enum(['debit', 'credit']),
type: z.enum(['business', 'vat', 'settlement']),
ratio: z.number().min(0).max(10).optional(),
vat_rate: z.number().min(0).max(1).optional(),
})
const CreateBookingTemplateSchema = z.object({
name: z.string().min(1).max(200),
description: z.string().max(2000).default(''),
category: z.enum([
'eu_trade', 'tax_account', 'private_transfer',
'salary', 'representation', 'year_end',
'vat', 'financial', 'other',
]).default('other'),
entity_type: z.enum(['all', 'enskild_firma', 'aktiebolag']).default('all'),
lines: z.array(BookingTemplateLineSchema).min(2),
team_id: z.string().uuid().optional(),
})
/**
* GET /api/settings/booking-templates
* Returns all templates visible to the current user:
* system + company + team templates.
*
* Ordering: most recently used (per current company) first, then by category
* and name for never-used templates. Usage is tracked in
* booking_template_usage via POST /[id]/touch.
*/
export async function GET() {
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)
// RLS handles scoping (system OR company OR team)
const [templatesRes, usageRes] = await Promise.all([
supabase
.from('booking_template_library')
.select('*')
.eq('is_active', true)
.order('category')
.order('name'),
supabase
.from('booking_template_usage')
.select('template_id, last_used_at')
.eq('company_id', companyId),
])
if (templatesRes.error) {
return NextResponse.json({ error: templatesRes.error.message }, { status: 500 })
}
// usage lookup failing is non-fatal — we just fall back to default ordering
const usageByTemplate = new Map<string, string>()
if (!usageRes.error && usageRes.data) {
for (const row of usageRes.data) {
usageByTemplate.set(row.template_id, row.last_used_at)
}
}
const templates = templatesRes.data ?? []
const decorated = templates.map((t) => ({
...t,
last_used_at: usageByTemplate.get(t.id) ?? null,
}))
// Stable-sort: templates with last_used_at come first (most-recent first).
// Templates without usage keep their category/name order from the query.
// ISO 8601 timestamps are fixed-width ASCII — plain relational comparison
// is correct and avoids any locale-dependent behaviour from localeCompare.
decorated.sort((a, b) => {
const aUsed = a.last_used_at
const bUsed = b.last_used_at
if (aUsed && bUsed) {
if (bUsed > aUsed) return -1
if (bUsed < aUsed) return 1
return 0
}
if (aUsed) return -1
if (bUsed) return 1
return 0
})
return NextResponse.json({ data: decorated })
}
/**
* POST /api/settings/booking-templates
* Create a company-scoped or team-scoped template.
*/
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 result = await validateBody(request, CreateBookingTemplateSchema)
if (!result.success) return result.response
const body = result.data
const companyId = body.team_id ? null : await requireCompanyId(supabase, user.id)
const { data, error } = await supabase
.from('booking_template_library')
.insert({
company_id: companyId,
team_id: body.team_id ?? null,
created_by: user.id,
name: body.name,
description: body.description,
category: body.category,
entity_type: body.entity_type,
lines: body.lines,
is_system: false,
})
.select()
.single()
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data }, { status: 201 })
}
/**
* DELETE /api/settings/booking-templates
* Soft-delete a template by id (company or team scope only, never system).
*/
export async function DELETE(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
let id: string | undefined
try {
const body = await request.json()
id = body?.id
} catch {
return NextResponse.json({ error: 'Invalid request body' }, { status: 400 })
}
if (!id) return NextResponse.json({ error: 'Missing id' }, { status: 400 })
// RLS prevents deleting system templates (btl_delete policy checks NOT is_system)
const { error } = await supabase
.from('booking_template_library')
.update({ is_active: false })
.eq('id', id)
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data: { success: true } })
}