+
+ window.open(`/api/reports/income-statement/pdf?period_id=${periodId}`, '_blank')}
+ >
+
+
+
{!monthlyLoading && monthlyData.length > 0 && (
)}
@@ -751,6 +762,17 @@ function BalanceSheetView({ periodId, onNavigateToAccount }: { periodId: string;
return (
+
+ window.open(`/api/reports/balance-sheet/pdf?period_id=${periodId}`, '_blank')}
+ >
+
+
+
{/* Assets */}
diff --git a/app/api/reports/balance-sheet/pdf/route.ts b/app/api/reports/balance-sheet/pdf/route.ts
new file mode 100644
index 00000000..9c904bca
--- /dev/null
+++ b/app/api/reports/balance-sheet/pdf/route.ts
@@ -0,0 +1,115 @@
+import { createClient } from '@/lib/supabase/server'
+import { NextResponse } from 'next/server'
+import { renderToBuffer } from '@react-pdf/renderer'
+import { generateBalanceSheet } from '@/lib/reports/balance-sheet'
+import { FinancialStatementPDF } from '@/lib/reports/financial-statement-pdf-template'
+import { requireCompanyId } from '@/lib/company/context'
+import type { CompanySettings } from '@/types'
+
+export async function GET(request: Request) {
+ 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)
+
+ const { searchParams } = new URL(request.url)
+ const periodId = searchParams.get('period_id')
+
+ if (!periodId) {
+ return NextResponse.json({ error: 'period_id is required' }, { status: 400 })
+ }
+
+ const [{ data: period }, { data: companyRow }] = await Promise.all([
+ supabase
+ .from('fiscal_periods')
+ .select('period_start, period_end')
+ .eq('id', periodId)
+ .eq('company_id', companyId)
+ .single(),
+ supabase
+ .from('company_settings')
+ .select('*')
+ .eq('company_id', companyId)
+ .single(),
+ ])
+
+ if (!companyRow) {
+ return NextResponse.json({ error: 'Företagsinställningar saknas' }, { status: 404 })
+ }
+ // An identifiable period is part of räkenskapsinformation (BFL 7 kap). Refuse
+ // to render a PDF that can't be archived with the period it refers to.
+ if (!period) {
+ return NextResponse.json(
+ { error: 'Räkenskapsperioden kunde inte läsas. Välj en befintlig period innan du genererar PDF.' },
+ { status: 400 }
+ )
+ }
+
+ try {
+ const report = await generateBalanceSheet(supabase, companyId, periodId)
+ report.period = { start: period.period_start, end: period.period_end }
+
+ const totalAssets = report.total_assets
+ const totalEquityLiab = report.total_equity_liabilities
+
+ // ÅRL 3 kap / K2 / K3 require balansräkningen to balance. Compare rounded
+ // to whole kronor — matches SFL 22:1's truncation convention for statutory
+ // reports and is immune to floating-point accumulation across hundreds of
+ // ledger lines (öresavrundning noise under half a krona is never a real
+ // accounting error). The on-screen view still surfaces a "Balanserar ej"
+ // warning at öre precision so users can diagnose smaller discrepancies.
+ const diffInKronor = Math.abs(Math.round(totalAssets) - Math.round(totalEquityLiab))
+ if (diffInKronor >= 1) {
+ return NextResponse.json(
+ {
+ error:
+ 'Balansräkningen balanserar inte (tillgångar ≠ eget kapital och skulder). Åtgärda differensen innan du genererar PDF.',
+ },
+ { status: 400 }
+ )
+ }
+
+ const pdfBuffer = await renderToBuffer(
+ FinancialStatementPDF({
+ title: 'Balansräkning',
+ groups: [
+ {
+ heading: 'Tillgångar',
+ sections: report.asset_sections,
+ totalLabel: 'Summa tillgångar',
+ total: totalAssets,
+ },
+ {
+ heading: 'Eget kapital och skulder',
+ sections: report.equity_liability_sections,
+ totalLabel: 'Summa eget kapital och skulder',
+ total: totalEquityLiab,
+ },
+ ],
+ period: report.period,
+ company: companyRow as CompanySettings,
+ generatedAt: new Date().toISOString(),
+ })
+ )
+
+ // "-utkast" suffix keeps the draft status visible even after the file
+ // leaves the browser — complements the in-document ÅRL 2:7 disclaimer.
+ const filename = `balansrakning-${report.period.start}-utkast.pdf`
+
+ return new Response(new Uint8Array(pdfBuffer), {
+ headers: {
+ 'Content-Type': 'application/pdf',
+ 'Content-Disposition': `attachment; filename="${filename}"`,
+ },
+ })
+ } catch (err) {
+ return NextResponse.json(
+ { error: err instanceof Error ? err.message : 'Kunde inte generera balansräkning' },
+ { status: 500 }
+ )
+ }
+}
diff --git a/app/api/reports/income-statement/pdf/route.ts b/app/api/reports/income-statement/pdf/route.ts
new file mode 100644
index 00000000..0c56cd07
--- /dev/null
+++ b/app/api/reports/income-statement/pdf/route.ts
@@ -0,0 +1,215 @@
+import { createClient } from '@/lib/supabase/server'
+import { NextResponse } from 'next/server'
+import { renderToBuffer } from '@react-pdf/renderer'
+import { generateIncomeStatement } from '@/lib/reports/income-statement'
+import { FinancialStatementPDF, type FinancialStatementGroup, type FinancialStatementSection, type FinancialStatementSummaryRow } from '@/lib/reports/financial-statement-pdf-template'
+import { requireCompanyId } from '@/lib/company/context'
+import type { CompanySettings } from '@/types'
+
+// K2/K3 uppställningsform (ÅRL bilaga 2, kostnadsslagsindelad) splits class 8
+// into three named blocks with subtotals:
+// 80–84 → Finansiella poster (followed by "Resultat efter finansiella poster")
+// 88 → Bokslutsdispositioner
+// 89 → Skatt på årets resultat
+// The generator lumps these together under financial_sections, so we split
+// here by the first row's account prefix.
+const FINANSIELLA_POSTER_PREFIXES = ['80', '81', '82', '83', '84']
+const BOKSLUTSDISPOSITIONER_PREFIXES = ['88']
+const SKATT_PREFIXES = ['89']
+const KNOWN_CLASS_8_PREFIXES = [
+ ...FINANSIELLA_POSTER_PREFIXES,
+ ...BOKSLUTSDISPOSITIONER_PREFIXES,
+ ...SKATT_PREFIXES,
+]
+
+function sectionPrefix(section: FinancialStatementSection, prefixes: string[]): boolean {
+ if (section.rows.length === 0) return false
+ const acc = section.rows[0].account_number
+ return prefixes.some((p) => acc.startsWith(p))
+}
+
+export async function GET(request: Request) {
+ 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)
+
+ const { searchParams } = new URL(request.url)
+ const periodId = searchParams.get('period_id')
+
+ if (!periodId) {
+ return NextResponse.json({ error: 'period_id is required' }, { status: 400 })
+ }
+
+ const [{ data: period }, { data: companyRow }] = await Promise.all([
+ supabase
+ .from('fiscal_periods')
+ .select('period_start, period_end')
+ .eq('id', periodId)
+ .eq('company_id', companyId)
+ .single(),
+ supabase
+ .from('company_settings')
+ .select('*')
+ .eq('company_id', companyId)
+ .single(),
+ ])
+
+ if (!companyRow) {
+ return NextResponse.json({ error: 'Företagsinställningar saknas' }, { status: 404 })
+ }
+ // An identifiable period is part of räkenskapsinformation (BFL 7 kap). Refuse
+ // to render a PDF that can't be archived with the period it refers to.
+ if (!period) {
+ return NextResponse.json(
+ { error: 'Räkenskapsperioden kunde inte läsas. Välj en befintlig period innan du genererar PDF.' },
+ { status: 400 }
+ )
+ }
+
+ try {
+ const report = await generateIncomeStatement(supabase, companyId, periodId)
+ report.period = { start: period.period_start, end: period.period_end }
+
+ const operatingResult = Math.round((report.total_revenue - report.total_expenses) * 100) / 100
+
+ // Split class 8 into its three K2/K3 blocks plus a catch-all for any
+ // prefix the generator emits but we haven't explicitly mapped. If a future
+ // generator change adds sections for 85/86/87 or similar, this keeps them
+ // visible and arithmetically accounted for rather than silently dropped.
+ const finansiellaPosterSections = report.financial_sections.filter((s) =>
+ sectionPrefix(s, FINANSIELLA_POSTER_PREFIXES),
+ )
+ const bokslutsdispositionerSections = report.financial_sections.filter((s) =>
+ sectionPrefix(s, BOKSLUTSDISPOSITIONER_PREFIXES),
+ )
+ const skattSections = report.financial_sections.filter((s) =>
+ sectionPrefix(s, SKATT_PREFIXES),
+ )
+ const ovrigaFinansiellaPosterSections = report.financial_sections.filter(
+ (s) => !sectionPrefix(s, KNOWN_CLASS_8_PREFIXES),
+ )
+
+ const totalFinansiellaPoster = Math.round(
+ finansiellaPosterSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
+ ) / 100
+ const totalBokslutsdispositioner = Math.round(
+ bokslutsdispositionerSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
+ ) / 100
+ const totalSkatt = Math.round(
+ skattSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
+ ) / 100
+ const totalOvrigaFinansiellaPoster = Math.round(
+ ovrigaFinansiellaPosterSections.reduce((sum, s) => sum + s.subtotal, 0) * 100,
+ ) / 100
+ // Catch-all is treated as part of "finansiella poster" for the subtotal —
+ // 85-87 accounts in BAS are financial-adjacent (not tax, not bokslut).
+ const resultatEfterFinansiellaPoster = Math.round(
+ (operatingResult + totalFinansiellaPoster + totalOvrigaFinansiellaPoster) * 100,
+ ) / 100
+
+ const groups: FinancialStatementGroup[] = [
+ {
+ heading: 'Rörelseintäkter',
+ sections: report.revenue_sections,
+ totalLabel: 'Summa rörelseintäkter',
+ total: report.total_revenue,
+ },
+ {
+ heading: 'Rörelsekostnader',
+ sections: report.expense_sections,
+ totalLabel: 'Summa rörelsekostnader',
+ total: report.total_expenses,
+ negate: true,
+ },
+ ]
+
+ if (finansiellaPosterSections.length > 0) {
+ groups.push({
+ heading: 'Finansiella poster',
+ sections: finansiellaPosterSections,
+ totalLabel: 'Summa finansiella poster',
+ total: totalFinansiellaPoster,
+ })
+ }
+ if (ovrigaFinansiellaPosterSections.length > 0) {
+ groups.push({
+ heading: 'Övriga finansiella poster',
+ sections: ovrigaFinansiellaPosterSections,
+ totalLabel: 'Summa övriga finansiella poster',
+ total: totalOvrigaFinansiellaPoster,
+ })
+ }
+ if (bokslutsdispositionerSections.length > 0) {
+ groups.push({
+ heading: 'Bokslutsdispositioner',
+ sections: bokslutsdispositionerSections,
+ totalLabel: 'Summa bokslutsdispositioner',
+ total: totalBokslutsdispositioner,
+ })
+ }
+ if (skattSections.length > 0) {
+ groups.push({
+ heading: 'Skatter',
+ sections: skattSections,
+ totalLabel: 'Summa skatter',
+ total: totalSkatt,
+ })
+ }
+
+ // K2/K3 uppställningsform (ÅRL bilaga 2) summary structure:
+ // Rörelseresultat
+ // Resultat efter finansiella poster (only if finansiella poster present)
+ // Bokslutsdispositioner (only if present)
+ // Skatt på årets resultat (always, so the reader can verify the tax calc)
+ // Årets resultat
+ const summary: FinancialStatementSummaryRow[] = [
+ { label: 'Rörelseresultat', amount: operatingResult },
+ ]
+ if (
+ finansiellaPosterSections.length > 0 ||
+ ovrigaFinansiellaPosterSections.length > 0
+ ) {
+ summary.push({
+ label: 'Resultat efter finansiella poster',
+ amount: resultatEfterFinansiellaPoster,
+ })
+ }
+ if (bokslutsdispositionerSections.length > 0) {
+ summary.push({ label: 'Bokslutsdispositioner', amount: totalBokslutsdispositioner })
+ }
+ summary.push({ label: 'Skatt på årets resultat', amount: totalSkatt })
+ summary.push({ label: 'Årets resultat', amount: report.net_result, emphasis: true })
+
+ const pdfBuffer = await renderToBuffer(
+ FinancialStatementPDF({
+ title: 'Resultaträkning',
+ groups,
+ summary,
+ period: report.period,
+ company: companyRow as CompanySettings,
+ generatedAt: new Date().toISOString(),
+ })
+ )
+
+ // "-utkast" suffix keeps the draft status visible even after the file
+ // leaves the browser — complements the in-document ÅRL 2:7 disclaimer.
+ const filename = `resultatrakning-${report.period.start}-utkast.pdf`
+
+ return new Response(new Uint8Array(pdfBuffer), {
+ headers: {
+ 'Content-Type': 'application/pdf',
+ 'Content-Disposition': `attachment; filename="${filename}"`,
+ },
+ })
+ } catch (err) {
+ return NextResponse.json(
+ { error: err instanceof Error ? err.message : 'Kunde inte generera resultaträkning' },
+ { status: 500 }
+ )
+ }
+}
diff --git a/app/api/settings/booking-templates/[id]/touch/route.ts b/app/api/settings/booking-templates/[id]/touch/route.ts
new file mode 100644
index 00000000..5fa2ec7f
--- /dev/null
+++ b/app/api/settings/booking-templates/[id]/touch/route.ts
@@ -0,0 +1,41 @@
+import { createClient } from '@/lib/supabase/server'
+import { NextResponse } from 'next/server'
+import { requireCompanyId } from '@/lib/company/context'
+
+/**
+ * POST /api/settings/booking-templates/[id]/touch
+ *
+ * Record that this template was applied by the current company. Upserts the
+ * (template_id, company_id) row in booking_template_usage, refreshing
+ * last_used_at. Used by the template pickers to drive MRU ordering.
+ *
+ * Fire-and-forget from the client — errors are non-fatal.
+ */
+export async function POST(
+ _request: Request,
+ { params }: { params: Promise<{ id: string }> },
+) {
+ const { id } = await params
+ 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)
+
+ const { error } = await supabase
+ .from('booking_template_usage')
+ .upsert(
+ {
+ template_id: id,
+ company_id: companyId,
+ last_used_at: new Date().toISOString(),
+ },
+ { onConflict: 'template_id,company_id' },
+ )
+
+ if (error) {
+ return NextResponse.json({ error: error.message }, { status: 500 })
+ }
+
+ return NextResponse.json({ data: { success: true } })
+}
diff --git a/app/api/settings/booking-templates/route.ts b/app/api/settings/booking-templates/route.ts
index fa4e0420..3fa5814c 100644
--- a/app/api/settings/booking-templates/route.ts
+++ b/app/api/settings/booking-templates/route.ts
@@ -31,24 +31,67 @@ const CreateBookingTemplateSchema = z.object({
* 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 { data, error } = await supabase
- .from('booking_template_library')
- .select('*')
- .eq('is_active', true)
- .order('is_system', { ascending: false })
- .order('category')
- .order('name')
+ 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 (error) return NextResponse.json({ error: error.message }, { status: 500 })
+ 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()
+ if (!usageRes.error && usageRes.data) {
+ for (const row of usageRes.data) {
+ usageByTemplate.set(row.template_id, row.last_used_at)
+ }
+ }
- return NextResponse.json({ data })
+ 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 })
}
/**
diff --git a/components/bookkeeping/BookingTemplatePicker.tsx b/components/bookkeeping/BookingTemplatePicker.tsx
index 3c8f6925..cdac7c9f 100644
--- a/components/bookkeeping/BookingTemplatePicker.tsx
+++ b/components/bookkeeping/BookingTemplatePicker.tsx
@@ -101,6 +101,8 @@ export default function BookingTemplatePicker({ onApply, entityType }: Props) {
return
}
const lines = applyTemplate(selected.lines, totalAmount)
+ // Fire-and-forget MRU bump so this template surfaces at the top next time.
+ fetch(`/api/settings/booking-templates/${selected.id}/touch`, { method: 'POST' }).catch(() => {})
onApply(lines, selected.name)
setOpen(false)
setSelectedId(null)
diff --git a/components/transactions/TemplatePicker.tsx b/components/transactions/TemplatePicker.tsx
index 2d4c8688..33a11a66 100644
--- a/components/transactions/TemplatePicker.tsx
+++ b/components/transactions/TemplatePicker.tsx
@@ -14,7 +14,7 @@ import {
} from '@/lib/bookkeeping/booking-templates'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import { isCounterpartyTemplateId } from '@/lib/bookkeeping/counterparty-templates'
-import { convertLibraryToBookingTemplate } from '@/lib/bookkeeping/template-library'
+import { convertLibraryToBookingTemplate, LIBRARY_TEMPLATE_PREFIX, isLibraryTemplateId } from '@/lib/bookkeeping/template-library'
import { getAccountName } from '@/lib/bookkeeping/client-account-names'
import type { BookingTemplateLibrary, EntityType } from '@/types'
import type { SuggestedTemplate } from '@/lib/transactions/category-suggestions'
@@ -237,6 +237,11 @@ export default function TemplatePicker({
const advancedGrouped = useMemo(() => groupTemplates(allAdvanced), [allAdvanced])
const handleSelect = (template: BookingTemplate) => {
+ // For library-backed templates, bump MRU so they surface at the top next time.
+ if (isLibraryTemplateId(template.id)) {
+ const libraryId = template.id.slice(LIBRARY_TEMPLATE_PREFIX.length)
+ fetch(`/api/settings/booking-templates/${libraryId}/touch`, { method: 'POST' }).catch(() => {})
+ }
onSelect(template)
}
diff --git a/lib/reports/__tests__/financial-statement-pdf-template.test.ts b/lib/reports/__tests__/financial-statement-pdf-template.test.ts
new file mode 100644
index 00000000..e15c176b
--- /dev/null
+++ b/lib/reports/__tests__/financial-statement-pdf-template.test.ts
@@ -0,0 +1,140 @@
+import { describe, it, expect } from 'vitest'
+import { renderToBuffer } from '@react-pdf/renderer'
+import { FinancialStatementPDF } from '../financial-statement-pdf-template'
+import type { CompanySettings } from '@/types'
+
+function fakeCompany(): CompanySettings {
+ return {
+ company_name: 'Gnubok AB',
+ trade_name: 'Gnubok',
+ org_number: '5566778899',
+ vat_number: 'SE556677889901',
+ address_line1: 'Kungsgatan 1',
+ postal_code: '11143',
+ city: 'Stockholm',
+ country: 'SE',
+ entity_type: 'aktiebolag',
+ } as unknown as CompanySettings
+}
+
+describe('FinancialStatementPDF', () => {
+ it('renders a balance-sheet-shaped document to a PDF buffer', async () => {
+ const doc = FinancialStatementPDF({
+ title: 'Balansräkning',
+ groups: [
+ {
+ heading: 'Tillgångar',
+ sections: [
+ {
+ title: 'Kassa och bank',
+ rows: [
+ { account_number: '1930', account_name: 'Företagskonto', amount: 125_432.5 },
+ ],
+ subtotal: 125_432.5,
+ },
+ ],
+ totalLabel: 'Summa tillgångar',
+ total: 125_432.5,
+ },
+ {
+ heading: 'Eget kapital och skulder',
+ sections: [
+ {
+ title: 'Eget kapital',
+ rows: [
+ { account_number: '2010', account_name: 'Eget kapital', amount: 100_000 },
+ { account_number: '2091', account_name: 'Balanserat resultat', amount: 25_432.5 },
+ ],
+ subtotal: 125_432.5,
+ },
+ ],
+ totalLabel: 'Summa eget kapital och skulder',
+ total: 125_432.5,
+ },
+ ],
+ period: { start: '2026-01-01', end: '2026-12-31' },
+ company: fakeCompany(),
+ generatedAt: '2026-04-21T10:00:00Z',
+ })
+
+ const buffer = await renderToBuffer(doc)
+ expect(buffer).toBeInstanceOf(Buffer)
+ expect(buffer.length).toBeGreaterThan(1000)
+ // PDF files always start with "%PDF-"
+ expect(buffer.slice(0, 5).toString()).toBe('%PDF-')
+ })
+
+ it('renders an income-statement-shaped document with a summary block', async () => {
+ const doc = FinancialStatementPDF({
+ title: 'Resultaträkning',
+ groups: [
+ {
+ heading: 'Rörelseintäkter',
+ sections: [
+ {
+ title: 'Huvudintäkter',
+ rows: [
+ { account_number: '3001', account_name: 'Försäljning 25%', amount: 500_000 },
+ ],
+ subtotal: 500_000,
+ },
+ ],
+ totalLabel: 'Summa rörelseintäkter',
+ total: 500_000,
+ },
+ {
+ heading: 'Rörelsekostnader',
+ sections: [
+ {
+ title: 'Lokalkostnader',
+ rows: [
+ { account_number: '5010', account_name: 'Lokalhyra', amount: 120_000 },
+ ],
+ subtotal: 120_000,
+ },
+ ],
+ totalLabel: 'Summa rörelsekostnader',
+ total: 120_000,
+ negate: true,
+ },
+ ],
+ summary: [
+ { label: 'Rörelseresultat', amount: 380_000 },
+ { label: 'Årets resultat', amount: 380_000, emphasis: true },
+ ],
+ period: { start: '2026-01-01', end: '2026-12-31' },
+ company: fakeCompany(),
+ generatedAt: '2026-04-21T10:00:00Z',
+ })
+
+ const buffer = await renderToBuffer(doc)
+ expect(buffer).toBeInstanceOf(Buffer)
+ expect(buffer.slice(0, 5).toString()).toBe('%PDF-')
+ })
+
+ it('handles empty section groups gracefully', async () => {
+ const doc = FinancialStatementPDF({
+ title: 'Balansräkning',
+ groups: [
+ {
+ heading: 'Tillgångar',
+ sections: [],
+ totalLabel: 'Summa tillgångar',
+ total: 0,
+ },
+ {
+ heading: 'Eget kapital och skulder',
+ sections: [],
+ totalLabel: 'Summa eget kapital och skulder',
+ total: 0,
+ },
+ ],
+ period: { start: '', end: '' },
+ company: fakeCompany(),
+ generatedAt: '2026-04-21T10:00:00Z',
+ })
+
+ const buffer = await renderToBuffer(doc)
+ expect(buffer.slice(0, 5).toString()).toBe('%PDF-')
+ })
+})
diff --git a/lib/reports/financial-statement-pdf-template.tsx b/lib/reports/financial-statement-pdf-template.tsx
new file mode 100644
index 00000000..a1ac08ba
--- /dev/null
+++ b/lib/reports/financial-statement-pdf-template.tsx
@@ -0,0 +1,382 @@
+import {
+ Document,
+ Page,
+ Text,
+ View,
+ StyleSheet,
+} from '@react-pdf/renderer'
+import type { CompanySettings } from '@/types'
+
+const styles = StyleSheet.create({
+ page: {
+ paddingTop: 40,
+ paddingHorizontal: 40,
+ // Leave room for the fixed disclaimer + footer at the bottom of every page.
+ paddingBottom: 120,
+ fontSize: 10,
+ fontFamily: 'Helvetica',
+ },
+ header: {
+ flexDirection: 'row',
+ justifyContent: 'space-between',
+ alignItems: 'flex-start',
+ marginBottom: 24,
+ paddingBottom: 14,
+ borderBottomWidth: 1,
+ borderBottomColor: '#d4d4d4',
+ },
+ titleBlock: {
+ flex: 1,
+ },
+ title: {
+ fontSize: 20,
+ fontWeight: 'bold',
+ color: '#1a1a1a',
+ marginBottom: 4,
+ },
+ subtitle: {
+ fontSize: 11,
+ color: '#333',
+ marginBottom: 2,
+ },
+ period: {
+ fontSize: 10,
+ color: '#666',
+ },
+ companyInfo: {
+ textAlign: 'right',
+ },
+ companyName: {
+ fontSize: 11,
+ fontWeight: 'bold',
+ marginBottom: 2,
+ },
+ companyMeta: {
+ fontSize: 9,
+ color: '#666',
+ },
+ group: {
+ marginBottom: 18,
+ },
+ groupHeading: {
+ fontSize: 12,
+ fontWeight: 'bold',
+ color: '#1a1a1a',
+ marginBottom: 8,
+ paddingBottom: 4,
+ borderBottomWidth: 1,
+ borderBottomColor: '#1a1a1a',
+ },
+ section: {
+ marginBottom: 8,
+ },
+ sectionTitle: {
+ fontSize: 10,
+ fontWeight: 'bold',
+ color: '#444',
+ marginBottom: 4,
+ marginTop: 6,
+ },
+ row: {
+ flexDirection: 'row',
+ paddingVertical: 2,
+ },
+ colAccount: {
+ width: 48,
+ color: '#666',
+ fontFamily: 'Courier',
+ },
+ colName: {
+ flex: 1,
+ color: '#1a1a1a',
+ paddingRight: 12,
+ },
+ colAmount: {
+ width: 110,
+ textAlign: 'right',
+ fontFamily: 'Courier',
+ color: '#1a1a1a',
+ },
+ sectionSubtotalRow: {
+ flexDirection: 'row',
+ paddingVertical: 3,
+ marginTop: 2,
+ borderTopWidth: 0.5,
+ borderTopColor: '#d4d4d4',
+ },
+ sectionSubtotalLabel: {
+ flex: 1,
+ fontStyle: 'italic',
+ color: '#444',
+ paddingLeft: 48,
+ },
+ sectionSubtotalAmount: {
+ width: 110,
+ textAlign: 'right',
+ fontFamily: 'Courier',
+ fontStyle: 'italic',
+ color: '#444',
+ },
+ groupTotalRow: {
+ flexDirection: 'row',
+ paddingVertical: 6,
+ marginTop: 6,
+ borderTopWidth: 1,
+ borderTopColor: '#1a1a1a',
+ },
+ groupTotalLabel: {
+ flex: 1,
+ fontWeight: 'bold',
+ fontSize: 11,
+ },
+ groupTotalAmount: {
+ width: 110,
+ textAlign: 'right',
+ fontFamily: 'Courier',
+ fontWeight: 'bold',
+ fontSize: 11,
+ },
+ summaryBlock: {
+ marginTop: 20,
+ paddingTop: 10,
+ borderTopWidth: 2,
+ borderTopColor: '#1a1a1a',
+ },
+ summaryRow: {
+ flexDirection: 'row',
+ paddingVertical: 4,
+ },
+ summaryLabel: {
+ flex: 1,
+ color: '#1a1a1a',
+ },
+ summaryAmount: {
+ width: 110,
+ textAlign: 'right',
+ fontFamily: 'Courier',
+ },
+ summaryEmphasisLabel: {
+ flex: 1,
+ fontWeight: 'bold',
+ fontSize: 12,
+ },
+ summaryEmphasisAmount: {
+ width: 110,
+ textAlign: 'right',
+ fontFamily: 'Courier',
+ fontWeight: 'bold',
+ fontSize: 12,
+ },
+ disclaimer: {
+ position: 'absolute',
+ bottom: 52,
+ left: 40,
+ right: 40,
+ paddingTop: 6,
+ paddingBottom: 6,
+ paddingHorizontal: 10,
+ borderWidth: 0.8,
+ borderColor: '#b45309',
+ backgroundColor: '#fef3c7',
+ borderRadius: 3,
+ },
+ disclaimerTitle: {
+ fontSize: 8,
+ fontWeight: 'bold',
+ color: '#78350f',
+ marginBottom: 2,
+ },
+ disclaimerText: {
+ fontSize: 7.5,
+ color: '#78350f',
+ lineHeight: 1.3,
+ },
+ footer: {
+ position: 'absolute',
+ bottom: 24,
+ left: 40,
+ right: 40,
+ borderTopWidth: 0.5,
+ borderTopColor: '#d4d4d4',
+ paddingTop: 6,
+ flexDirection: 'row',
+ justifyContent: 'space-between',
+ },
+ footerText: {
+ fontSize: 8,
+ color: '#888',
+ },
+})
+
+function formatAmount(amount: number): string {
+ return new Intl.NumberFormat('sv-SE', {
+ minimumFractionDigits: 2,
+ maximumFractionDigits: 2,
+ }).format(amount)
+}
+
+function formatOrgNumber(orgNumber: string): string {
+ const cleaned = orgNumber.replace(/\D/g, '')
+ if (cleaned.length === 10) {
+ return `${cleaned.slice(0, 6)}-${cleaned.slice(6)}`
+ }
+ return orgNumber
+}
+
+function formatDateSv(iso: string): string {
+ if (!iso) return ''
+ return new Date(iso).toLocaleDateString('sv-SE')
+}
+
+export interface FinancialStatementSection {
+ title: string
+ rows: { account_number: string; account_name: string; amount: number }[]
+ subtotal: number
+}
+
+export interface FinancialStatementGroup {
+ heading: string
+ sections: FinancialStatementSection[]
+ totalLabel: string
+ total: number
+ negate?: boolean
+}
+
+export interface FinancialStatementSummaryRow {
+ label: string
+ amount: number
+ emphasis?: boolean
+}
+
+interface FinancialStatementPDFProps {
+ title: string
+ groups: FinancialStatementGroup[]
+ summary?: FinancialStatementSummaryRow[]
+ period: { start: string; end: string }
+ company: CompanySettings
+ generatedAt: string
+}
+
+export function FinancialStatementPDF({
+ title,
+ groups,
+ summary,
+ period,
+ company,
+ generatedAt,
+}: FinancialStatementPDFProps) {
+ const companyDisplayName = company.trade_name || company.company_name || ''
+ const periodLabel = period.start && period.end
+ ? `${formatDateSv(period.start)} – ${formatDateSv(period.end)}`
+ : ''
+
+ return (
+
+
+
+
+ {title}
+ {companyDisplayName && (
+ {companyDisplayName}
+ )}
+ {periodLabel && (
+ Period: {periodLabel}
+ )}
+
+
+ {company.company_name && (
+ {company.company_name}
+ )}
+ {company.org_number && (
+
+ Org.nr: {formatOrgNumber(company.org_number)}
+
+ )}
+ {company.vat_number && (
+ VAT: {company.vat_number}
+ )}
+
+
+
+ {groups.map((group, gi) => (
+
+ {group.heading}
+
+ {group.sections.length === 0 ? (
+
+ Inga poster i perioden.
+
+ ) : (
+ group.sections.map((section, si) => (
+
+ {section.title}
+ {section.rows.map((row, ri) => {
+ const displayAmount = group.negate ? -row.amount : row.amount
+ return (
+
+ {row.account_number}
+ {row.account_name}
+ {formatAmount(displayAmount)}
+
+ )
+ })}
+ {section.rows.length > 1 && (
+
+ Summa {section.title.toLowerCase()}
+
+ {formatAmount(group.negate ? -section.subtotal : section.subtotal)}
+
+
+ )}
+
+ ))
+ )}
+
+
+ {group.totalLabel}
+
+ {formatAmount(group.negate ? -group.total : group.total)}
+
+
+
+ ))}
+
+ {summary && summary.length > 0 && (
+
+ {summary.map((row, i) => (
+
+
+ {row.label}
+
+
+ {formatAmount(row.amount)}
+
+
+ ))}
+
+ )}
+
+
+ Arbetsutkast – ej undertecknat
+
+ Detta dokument är ett internt arbetsutkast och utgör inte en godkänd
+ årsredovisning enligt ÅRL 2 kap 7 §. Den formella årsredovisningen ska
+ undertecknas av samtliga styrelseledamöter och, i förekommande fall, VD
+ innan den lämnas in till Bolagsverket.
+
+
+
+
+
+ {companyDisplayName}
+ {company.org_number ? ` · ${formatOrgNumber(company.org_number)}` : ''}
+
+ `Genererad ${formatDateSv(generatedAt)} · Sida ${pageNumber} av ${totalPages}`}
+ />
+
+
+
+ )
+}
diff --git a/supabase/migrations/20260421160000_booking_template_usage.sql b/supabase/migrations/20260421160000_booking_template_usage.sql
new file mode 100644
index 00000000..f14e1e5b
--- /dev/null
+++ b/supabase/migrations/20260421160000_booking_template_usage.sql
@@ -0,0 +1,53 @@
+-- =============================================================================
+-- Booking Template Usage (per-company MRU tracking)
+-- =============================================================================
+--
+-- Tracks when a booking template was last used *within a specific company*.
+-- Stored separately from booking_template_library because:
+-- 1. System templates are shared globally (is_system = TRUE, company_id NULL)
+-- so a per-row last_used_at would be useless — company A using a template
+-- would surface it for company B too.
+-- 2. Team templates are shared across a team's companies; each company should
+-- track its own usage independently.
+--
+-- One row per (template_id, company_id). Upsert on use.
+
+CREATE TABLE public.booking_template_usage (
+ id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+ template_id UUID NOT NULL REFERENCES public.booking_template_library(id) ON DELETE CASCADE,
+ company_id UUID NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
+ last_used_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+ created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+
+ UNIQUE (template_id, company_id)
+);
+
+-- RLS
+ALTER TABLE public.booking_template_usage ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "btu_select" ON public.booking_template_usage
+ FOR SELECT USING (
+ company_id IN (SELECT public.user_company_ids())
+ );
+
+CREATE POLICY "btu_insert" ON public.booking_template_usage
+ FOR INSERT WITH CHECK (
+ company_id IN (SELECT public.user_company_ids())
+ );
+
+CREATE POLICY "btu_update" ON public.booking_template_usage
+ FOR UPDATE USING (
+ company_id IN (SELECT public.user_company_ids())
+ );
+
+CREATE POLICY "btu_delete" ON public.booking_template_usage
+ FOR DELETE USING (
+ company_id IN (SELECT public.user_company_ids())
+ );
+
+-- Index for the sort query: fetch last_used_at for a given company.
+CREATE INDEX idx_btu_company_last_used
+ ON public.booking_template_usage (company_id, last_used_at DESC);
+
+-- Schema reload for PostgREST
+NOTIFY pgrst, 'reload schema';
diff --git a/supabase/migrations/20260421170000_booking_template_usage_updated_at.sql b/supabase/migrations/20260421170000_booking_template_usage_updated_at.sql
new file mode 100644
index 00000000..6338b8da
--- /dev/null
+++ b/supabase/migrations/20260421170000_booking_template_usage_updated_at.sql
@@ -0,0 +1,24 @@
+-- =============================================================================
+-- Booking Template Usage: add updated_at column + trigger
+-- =============================================================================
+--
+-- Follow-up to 20260421160000_booking_template_usage.sql. The project
+-- migration rules (CLAUDE.md) require every table to carry an updated_at
+-- column maintained by the shared update_updated_at_column() trigger. The
+-- initial migration omitted it because the row is touched via upsert
+-- (which bumps last_used_at) — but the audit convention applies regardless.
+
+ALTER TABLE public.booking_template_usage
+ ADD COLUMN IF NOT EXISTS updated_at TIMESTAMPTZ NOT NULL DEFAULT now();
+
+-- Seed updated_at for existing rows to match last_used_at so history is
+-- coherent from day one.
+UPDATE public.booking_template_usage
+ SET updated_at = last_used_at
+ WHERE updated_at < last_used_at;
+
+CREATE TRIGGER btu_updated_at
+ BEFORE UPDATE ON public.booking_template_usage
+ FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
+
+NOTIFY pgrst, 'reload schema';