Files
accounted/components/reports/SkatteverketPanel.tsx
T
Jakob WennbergandClaude Opus 4.6 d8e0a22495 feat: counterparty templates, Skatteverket extension, complete VAT form (#117)
* feat: separate AR/AP/accounting into distinct nav groups (#92)

Split the flat "Finans" sidebar group into three visually distinct
sections — Försäljning (AR), Inköp (AP), and Redovisning — so users
coming from Fortnox immediately find customer invoicing and supplier
invoices as top-level concepts.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: journal entry detail view, correction chain, and account name display

- Add journal entry detail page at /bookkeeping/[id] with full entry view
- Add correction chain API and component showing storno relationships
- Add JournalEntryStatusBadge component for entry status display
- Show debit/credit account names in template picker and review dialogs
- Expand client-side BAS account name mapping with additional accounts
- Show account codes on transaction inbox suggestion buttons

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address review feedback — N+1 query, duplicate name, nav dedup

- Batch reverse-lookup into single query per BFS iteration (was N+1)
- Differentiate account 2393 from 2893 in display names
- Extract shared loop for desktop/mobile nav group rendering

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup

- Add counterparty-based categorization templates (learned from user approvals
  and auto-ingestion) with fuzzy matching in the mapping engine
- Add Skatteverket extension for direct VAT declaration submission via API
- Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62)
- Fix ruta 49 formula to include import VAT (ruta 60+61+62)
- Simplify dashboard UI: remove redundant icons from stat cards, customer cards,
  invoice list, supplier invoices; use Badge variants consistently
- Add SkatteverketPanel component to reports page
- Add categorization_templates and skatteverket_tokens migrations
- Update tests and helpers for new types

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback — VAT detection, migration timestamps, dedup

- Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line
  description instead of hardcoding standard_25
- Rename skatteverket_tokens migration to 20260324120001 to avoid
  duplicate timestamp with categorization_templates (fixes Supabase
  deployment failure)
- Make refreshAccessToken accept previousRefreshCount param to enforce
  refresh limit contract at the type level
- Fix rate limiter TOCTOU by claiming slot before await
- Extract formatRedovisare/formatRedovisningsperiod to shared
  lib/skatteverket/format.ts — eliminates duplication between
  mappers.ts and SkatteverketPanel.tsx

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-24 13:41:12 +01:00

528 lines
16 KiB
TypeScript

'use client'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import React, { useState, useEffect, useCallback } from 'react'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import {
AlertCircle,
CheckCircle2,
ExternalLink,
Link2,
Link2Off,
Loader2,
FileCheck,
Lock,
Unlock,
Send,
ShieldAlert,
} from 'lucide-react'
import type { VatPeriodType } from '@/types'
import { formatRedovisare, formatRedovisningsperiod } from '@/lib/skatteverket/format'
interface SkatteverketStatus {
connected: boolean
expired?: boolean
canRefresh?: boolean
scope?: string
expiresAt?: string
}
interface KontrollResult {
id: string
typ: 'ERROR' | 'WARNING'
text: string
}
interface SkatteverketPanelProps {
periodType: VatPeriodType
year: number
period: number
hasData: boolean
}
function formatAmount(amount: number): string {
return amount.toLocaleString('sv-SE', { minimumFractionDigits: 2, maximumFractionDigits: 2 })
}
const SKV_ENABLED = ENABLED_EXTENSION_IDS.has('skatteverket')
export function SkatteverketPanel(props: SkatteverketPanelProps) {
if (!SKV_ENABLED) return null
return <SkatteverketPanelInner {...props} />
}
function SkatteverketPanelInner({ periodType, year, period, hasData }: SkatteverketPanelProps) {
const [status, setStatus] = useState<SkatteverketStatus | null>(null)
const [loading, setLoading] = useState(true)
const [actionLoading, setActionLoading] = useState<string | null>(null)
const [error, setError] = useState<string | null>(null)
const [success, setSuccess] = useState<string | null>(null)
const [kontroller, setKontroller] = useState<KontrollResult[]>([])
const [signeringslank, setSigneringslank] = useState<string | null>(null)
const [submitted, setSubmitted] = useState<{
kvittensnummer?: string
tidpunkt?: string
} | null>(null)
const fetchStatus = useCallback(async () => {
try {
const res = await fetch('/api/extensions/ext/skatteverket/status')
if (res.ok) {
const data = await res.json()
setStatus(data)
}
} catch {
// Extension might not be enabled
} finally {
setLoading(false)
}
}, [])
useEffect(() => {
fetchStatus()
// Check URL params for OAuth callback results
const params = new URLSearchParams(window.location.search)
if (params.get('skv_connected') === 'true') {
setSuccess('Ansluten till Skatteverket')
fetchStatus()
// Clean URL
const url = new URL(window.location.href)
url.searchParams.delete('skv_connected')
window.history.replaceState({}, '', url.toString())
}
const skvError = params.get('skv_error')
if (skvError) {
setError(decodeURIComponent(skvError))
const url = new URL(window.location.href)
url.searchParams.delete('skv_error')
window.history.replaceState({}, '', url.toString())
}
}, [fetchStatus])
const handleConnect = () => {
window.location.href = '/api/extensions/ext/skatteverket/authorize'
}
const handleDisconnect = async () => {
setActionLoading('disconnect')
setError(null)
try {
const res = await fetch('/api/extensions/ext/skatteverket/disconnect', {
method: 'POST',
})
if (res.ok) {
setStatus({ connected: false })
setSuccess(null)
setKontroller([])
setSigneringslank(null)
setSubmitted(null)
}
} catch {
setError('Kunde inte koppla bort')
} finally {
setActionLoading(null)
}
}
const handleValidate = async () => {
setActionLoading('validate')
setError(null)
setKontroller([])
try {
const res = await fetch('/api/extensions/ext/skatteverket/declaration/validate', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ periodType, year, period }),
})
const result = await res.json()
if (result.error) {
setError(result.error)
} else {
const controls = result.data?.kontrollresultat?.kontroller || []
setKontroller(controls)
if (controls.length === 0) {
setSuccess('Valideringen godkänd — inga fel eller varningar')
} else {
const errors = controls.filter((k: KontrollResult) => k.typ === 'ERROR')
if (errors.length > 0) {
setError(`${errors.length} valideringsfel hittades`)
} else {
setSuccess('Valideringen godkänd med varningar')
}
}
}
} catch {
setError('Kunde inte validera deklarationen')
} finally {
setActionLoading(null)
}
}
const handleSaveDraft = async () => {
setActionLoading('draft')
setError(null)
try {
const res = await fetch('/api/extensions/ext/skatteverket/declaration/draft', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ periodType, year, period }),
})
const result = await res.json()
if (result.error) {
setError(result.error)
} else {
const controls = result.data?.kontrollresultat?.kontroller || []
setKontroller(controls)
const errors = controls.filter((k: KontrollResult) => k.typ === 'ERROR')
if (errors.length === 0) {
setSuccess('Utkast sparat i Eget utrymme hos Skatteverket')
} else {
setError(`Utkastet sparades men har ${errors.length} valideringsfel`)
}
}
} catch {
setError('Kunde inte spara utkast')
} finally {
setActionLoading(null)
}
}
const handleLock = async () => {
setActionLoading('lock')
setError(null)
try {
const res = await fetch(
`/api/extensions/ext/skatteverket/declaration/lock?redovisare=${encodeURIComponent(
await getRedovisare()
)}&redovisningsperiod=${getRedovisningsperiod()}`,
{ method: 'PUT' }
)
const result = await res.json()
if (result.error) {
setError(result.error)
} else if (result.data?.signeringslank) {
setSigneringslank(result.data.signeringslank)
setSuccess('Utkastet är låst. Öppna signeringslänken för att signera med BankID.')
}
} catch {
setError('Kunde inte låsa utkastet')
} finally {
setActionLoading(null)
}
}
const handleUnlock = async () => {
setActionLoading('unlock')
setError(null)
try {
const res = await fetch(
`/api/extensions/ext/skatteverket/declaration/lock?redovisare=${encodeURIComponent(
await getRedovisare()
)}&redovisningsperiod=${getRedovisningsperiod()}`,
{ method: 'DELETE' }
)
const result = await res.json()
if (result.error) {
setError(result.error)
} else {
setSigneringslank(null)
setSuccess('Utkastet har låsts upp')
}
} catch {
setError('Kunde inte låsa upp utkastet')
} finally {
setActionLoading(null)
}
}
const handleCheckSubmitted = async () => {
setActionLoading('check')
setError(null)
try {
const res = await fetch(
`/api/extensions/ext/skatteverket/declaration/submitted?redovisare=${encodeURIComponent(
await getRedovisare()
)}&redovisningsperiod=${getRedovisningsperiod()}`
)
const result = await res.json()
if (result.error) {
setError(result.error)
} else if (result.data) {
setSubmitted(result.data)
setSuccess('Deklarationen har lämnats in')
} else {
setSuccess('Ingen inlämnad deklaration hittades för denna period')
}
} catch {
setError('Kunde inte kontrollera inlämningsstatus')
} finally {
setActionLoading(null)
}
}
// Helper to get redovisare from settings
const getRedovisare = async (): Promise<string> => {
const res = await fetch('/api/settings')
const { data } = await res.json()
if (!data?.org_number) throw new Error('Organisationsnummer saknas')
return formatRedovisare(data.org_number, data.entity_type)
}
const getRedovisningsperiod = (): string => {
return formatRedovisningsperiod(periodType, year, period)
}
if (loading) {
return (
<Card>
<CardContent className="p-6 flex items-center gap-2 text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" />
Kontrollerar Skatteverket-anslutning...
</CardContent>
</Card>
)
}
// Not connected
if (!status?.connected) {
return (
<Card>
<CardHeader>
<CardTitle className="text-lg flex items-center gap-2">
<FileCheck className="h-5 w-5" />
Skicka till Skatteverket
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{error && (
<div className="flex items-start gap-2 text-sm text-destructive bg-destructive/5 rounded-lg p-3">
<AlertCircle className="h-4 w-4 mt-0.5 shrink-0" />
<span>{error}</span>
</div>
)}
<p className="text-sm text-muted-foreground">
Anslut till Skatteverket med BankID för att skicka momsdeklarationen direkt.
</p>
<Button onClick={handleConnect} className="gap-2">
<Link2 className="h-4 w-4" />
Anslut med BankID
</Button>
</CardContent>
</Card>
)
}
// Connected — show actions
const hasErrors = kontroller.some(k => k.typ === 'ERROR')
const hasWarnings = kontroller.some(k => k.typ === 'WARNING')
return (
<Card>
<CardHeader>
<div className="flex items-center justify-between">
<CardTitle className="text-lg flex items-center gap-2">
<FileCheck className="h-5 w-5" />
Skicka till Skatteverket
</CardTitle>
<div className="flex items-center gap-2">
<Badge variant="outline" className="text-success border-success/30 gap-1">
<CheckCircle2 className="h-3 w-3" />
Ansluten
</Badge>
{status.expired && (
<Badge variant="destructive" className="gap-1">
<AlertCircle className="h-3 w-3" />
Session utgången
</Badge>
)}
</div>
</div>
</CardHeader>
<CardContent className="space-y-4">
{/* Messages */}
{error && (
<div className="flex items-start gap-2 text-sm text-destructive bg-destructive/5 rounded-lg p-3">
<AlertCircle className="h-4 w-4 mt-0.5 shrink-0" />
<span>{error}</span>
</div>
)}
{success && !error && (
<div className="flex items-start gap-2 text-sm text-success bg-success/5 rounded-lg p-3">
<CheckCircle2 className="h-4 w-4 mt-0.5 shrink-0" />
<span>{success}</span>
</div>
)}
{/* Validation results */}
{kontroller.length > 0 && (
<div className="space-y-1.5">
<p className="text-xs font-medium text-muted-foreground uppercase tracking-wide">
Valideringsresultat
</p>
{kontroller.map((k, i) => (
<div
key={`${k.id}-${i}`}
className={`flex items-start gap-2 text-sm rounded-lg p-2.5 ${
k.typ === 'ERROR'
? 'bg-destructive/5 text-destructive'
: 'bg-amber-50 text-amber-800 dark:bg-amber-950/30 dark:text-amber-200'
}`}
>
{k.typ === 'ERROR' ? (
<ShieldAlert className="h-4 w-4 mt-0.5 shrink-0" />
) : (
<AlertCircle className="h-4 w-4 mt-0.5 shrink-0" />
)}
<div>
<span className="font-mono text-xs mr-1.5">{k.id}</span>
{k.text}
</div>
</div>
))}
</div>
)}
{/* Submitted confirmation */}
{submitted && (
<div className="rounded-lg border p-3 space-y-1">
<p className="text-sm font-medium flex items-center gap-1.5">
<CheckCircle2 className="h-4 w-4 text-success" />
Inlämnad
</p>
{submitted.kvittensnummer && (
<p className="text-xs text-muted-foreground">
Kvittensnummer: <span className="font-mono">{submitted.kvittensnummer}</span>
</p>
)}
{submitted.tidpunkt && (
<p className="text-xs text-muted-foreground">
Tidpunkt: {new Date(submitted.tidpunkt).toLocaleString('sv-SE')}
</p>
)}
</div>
)}
{/* Signing link */}
{signeringslank && (
<div className="rounded-lg border border-success/30 bg-success/5 p-3 space-y-2">
<p className="text-sm font-medium">Utkastet är låst och redo att signeras</p>
<p className="text-xs text-muted-foreground">
Öppna länken nedan och signera med BankID på Skatteverkets sida.
</p>
<Button
variant="outline"
size="sm"
className="gap-1.5"
onClick={() => window.open(signeringslank, '_blank')}
>
<ExternalLink className="h-3.5 w-3.5" />
Öppna signeringssidan
</Button>
</div>
)}
{/* Action buttons */}
<div className="flex flex-wrap gap-2 pt-1">
<Button
variant="outline"
size="sm"
onClick={handleValidate}
disabled={!hasData || actionLoading !== null}
className="gap-1.5"
>
{actionLoading === 'validate' ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" />
) : (
<FileCheck className="h-3.5 w-3.5" />
)}
Validera
</Button>
<Button
variant="outline"
size="sm"
onClick={handleSaveDraft}
disabled={!hasData || actionLoading !== null}
className="gap-1.5"
>
{actionLoading === 'draft' ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" />
) : (
<Send className="h-3.5 w-3.5" />
)}
Spara utkast
</Button>
{!signeringslank ? (
<Button
size="sm"
onClick={handleLock}
disabled={!hasData || hasErrors || actionLoading !== null}
className="gap-1.5"
title={hasErrors ? 'Valideringsfel måste åtgärdas först' : ''}
>
{actionLoading === 'lock' ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" />
) : (
<Lock className="h-3.5 w-3.5" />
)}
Lås och signera
</Button>
) : (
<Button
variant="outline"
size="sm"
onClick={handleUnlock}
disabled={actionLoading !== null}
className="gap-1.5"
>
{actionLoading === 'unlock' ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" />
) : (
<Unlock className="h-3.5 w-3.5" />
)}
Lås upp
</Button>
)}
<Button
variant="ghost"
size="sm"
onClick={handleCheckSubmitted}
disabled={actionLoading !== null}
className="gap-1.5"
>
{actionLoading === 'check' ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" />
) : (
<CheckCircle2 className="h-3.5 w-3.5" />
)}
Kontrollera inlämning
</Button>
</div>
{/* Disconnect */}
<div className="pt-2 border-t">
<Button
variant="ghost"
size="sm"
onClick={handleDisconnect}
disabled={actionLoading !== null}
className="gap-1.5 text-muted-foreground hover:text-destructive"
>
{actionLoading === 'disconnect' ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" />
) : (
<Link2Off className="h-3.5 w-3.5" />
)}
Koppla bort Skatteverket
</Button>
</div>
</CardContent>
</Card>
)
}