feat(settings): add toggle for displaying company name on invoice PDF… (#457)
* feat(settings): add toggle for displaying company name on invoice PDF header * fix(migrations): rename duplicate-timestamped migration to unique version Two migrations shared timestamp 20260513120000, causing schema_migrations PK collision (SQLSTATE 23505) on apply. Bump the VAT seed migration to 20260513120100 so both insert cleanly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Mattsson
@@ -68,9 +68,10 @@ export async function PUT(request: Request) {
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if (!validation.success) return validation.response
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const body = validation.data
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// Lock company_name and org_number after onboarding is complete
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// Lock org_number after onboarding is complete (legal identifier — changing it
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// would orphan vouchers, SIE history, and tax filings). company_name remains
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// editable so users can update their display/brand name (e.g. särskilt företagsnamn).
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if (oldSettings && (oldSettings as Record<string, unknown>).onboarding_complete === true) {
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delete (body as Record<string, unknown>).company_name
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delete (body as Record<string, unknown>).org_number
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}
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@@ -106,6 +106,17 @@ export function PdfPrintSettings({ settings, onUpdate }: PdfPrintSettingsProps)
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onCheckedChange={(v) => saveToggle('invoice_show_logo', v)}
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/>
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</div>
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<div className="flex items-center justify-between">
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<div>
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<Label>Visa företagsnamn i faktura</Label>
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<p className="text-xs text-muted-foreground">Visa företagsnamn under loggan i fakturahuvudet</p>
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</div>
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<Switch
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checked={settings.invoice_show_company_name ?? true}
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onCheckedChange={(v) => saveToggle('invoice_show_company_name', v)}
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/>
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</div>
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</div>
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<div className="space-y-4 pt-2">
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@@ -399,6 +399,7 @@ export const UpdateSettingsSchema = z.object({
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invoice_show_bankgiro: z.boolean().optional(),
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invoice_show_plusgiro: z.boolean().optional(),
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invoice_show_logo: z.boolean().optional(),
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invoice_show_company_name: z.boolean().optional(),
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invoice_late_fee_text: z.string().nullable().optional(),
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invoice_credit_terms_text: z.string().nullable().optional(),
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// AI agent flow
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@@ -377,7 +377,9 @@ export function InvoicePDF({ invoice, customer, items, company, originalInvoiceN
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{company.logo_url && (company.invoice_show_logo ?? true) && (
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<Image src={company.logo_url} style={{ maxHeight: 40, maxWidth: 150, marginBottom: 6, alignSelf: 'flex-start' }} />
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)}
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<Text style={styles.companyName}>{company.company_name}</Text>
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{(company.invoice_show_company_name ?? true) && (
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<Text style={styles.companyName}>{company.company_name}</Text>
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)}
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</View>
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<View style={{ textAlign: 'right' }}>
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<Text style={[styles.title, isCreditNote ? styles.creditNoteTitle : {}]}>
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@@ -0,0 +1,8 @@
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-- Add invoice_show_company_name toggle for invoice PDF header.
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-- When false, the company name is hidden under the logo in the invoice PDF.
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-- Default true preserves existing invoice layout for all current users.
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ALTER TABLE public.company_settings
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ADD COLUMN IF NOT EXISTS invoice_show_company_name boolean DEFAULT true;
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NOTIFY pgrst, 'reload schema';
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@@ -0,0 +1,138 @@
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-- Fix seed_chart_of_accounts: VAT account labels did not match BAS 2026.
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--
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-- The previous seed (introduced in 20260330130000_multi_tenant_company_refactor.sql)
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-- created the 26xx output VAT accounts with the wrong account numbers:
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--
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-- 2611 labelled "Utgaende moms 12%" ← per BAS, 2611 is 25%
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-- 2612 labelled "Utgaende moms 6%" ← per BAS, 2612 is "egna uttag 25%"; 6% is 2631
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-- 2610 was seeded as plain "25%" ← 2610 is a collective parent in BAS, the engine
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-- does not route to it
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--
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-- Per BAS 2026 (BAS-intressenternas Förening) and the rest of this codebase
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-- (lib/bookkeeping/bas-data, lib/bookkeeping/account-descriptions.ts, the VAT
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-- declaration mapping, and the engine itself), the correct accounts are:
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--
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-- 2611 Utgaende moms forsaljning inom Sverige, 25%
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-- 2621 Utgaende moms forsaljning inom Sverige, 12%
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-- 2631 Utgaende moms forsaljning inom Sverige, 6%
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--
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-- This migration only fixes the seed function. Existing companies with the bad
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-- seed are intentionally NOT backfilled here.
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DROP FUNCTION IF EXISTS public.seed_chart_of_accounts(uuid, text);
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CREATE OR REPLACE FUNCTION public.seed_chart_of_accounts(p_company_id uuid, p_entity_type text)
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RETURNS void
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LANGUAGE plpgsql
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SECURITY DEFINER
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AS $$
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DECLARE
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v_account_count integer;
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v_user_id uuid;
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BEGIN
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SELECT created_by INTO v_user_id FROM public.companies WHERE id = p_company_id;
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SELECT count(*) INTO v_account_count
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FROM public.chart_of_accounts
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WHERE company_id = p_company_id;
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IF v_account_count > 0 THEN
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RETURN;
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END IF;
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-- Assets (1xxx)
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '1510', 'Kundfordringar', 1, '15', 'asset', 'debit', 'k1', true),
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(v_user_id, p_company_id, '1910', 'Kassa', 1, '19', 'asset', 'debit', 'k1', true),
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(v_user_id, p_company_id, '1930', 'Foretagskonto / checkkonto', 1, '19', 'asset', 'debit', 'k1', true),
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(v_user_id, p_company_id, '1940', 'Ovriga bankkonton', 1, '19', 'asset', 'debit', 'k1', true);
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-- Equity (2xxx)
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IF p_entity_type = 'enskild_firma' THEN
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '2010', 'Eget kapital', 2, '20', 'equity', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2013', 'Ovriga egna uttag', 2, '20', 'equity', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2018', 'Ovriga egna insattningar', 2, '20', 'equity', 'credit', 'k1', true);
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END IF;
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IF p_entity_type = 'aktiebolag' THEN
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '2081', 'Aktiekapital', 2, '20', 'equity', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2091', 'Balanserat resultat', 2, '20', 'equity', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2099', 'Arets resultat', 2, '20', 'equity', 'credit', 'k1', true);
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END IF;
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-- Liabilities (2xxx) — corrected VAT account labels per BAS 2026
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '2440', 'Leverantorsskulder', 2, '24', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2611', 'Utgaende moms forsaljning inom Sverige, 25%', 2, '26', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2621', 'Utgaende moms forsaljning inom Sverige, 12%', 2, '26', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2631', 'Utgaende moms forsaljning inom Sverige, 6%', 2, '26', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2641', 'Debiterad ingaende moms', 2, '26', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2650', 'Redovisningskonto for moms', 2, '26', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2710', 'Personalskatt', 2, '27', 'liability', 'credit', 'k1', true),
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(v_user_id, p_company_id, '2731', 'Avrakning socialavgifter', 2, '27', 'liability', 'credit', 'k1', true);
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IF p_entity_type = 'aktiebolag' THEN
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '2893', 'Skuld till aktieagare', 2, '28', 'liability', 'credit', 'k1', true);
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END IF;
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-- Revenue (3xxx)
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '3001', 'Forsaljning tjanster 25%', 3, '30', 'revenue', 'credit', 'k1', true),
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(v_user_id, p_company_id, '3002', 'Forsaljning varor 25%', 3, '30', 'revenue', 'credit', 'k1', true),
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(v_user_id, p_company_id, '3100', 'Momsfri forsaljning', 3, '31', 'revenue', 'credit', 'k1', true),
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(v_user_id, p_company_id, '3900', 'Ovriga rorelseintakter', 3, '39', 'revenue', 'credit', 'k1', true),
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(v_user_id, p_company_id, '3960', 'Valutakursvinster', 3, '39', 'revenue', 'credit', 'k1', true);
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-- COGS (4xxx)
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '4000', 'Varuinkop', 4, '40', 'expense', 'debit', 'k1', true);
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-- External expenses (5xxx-6xxx)
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '5010', 'Lokalhyra', 5, '50', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '5410', 'Forbrukningsinventarier', 5, '54', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '5420', 'Programvaror', 5, '54', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '5460', 'Forbrukningsmaterial', 5, '54', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '5800', 'Resekostnader', 5, '58', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '5910', 'Annonsering', 5, '59', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6071', 'Representation avdragsgill', 6, '60', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6110', 'Kontorsmateriel', 6, '61', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6212', 'Mobiltelefon', 6, '62', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6230', 'Datakommunikation', 6, '62', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6530', 'Redovisningstjanster', 6, '65', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6570', 'Bankavgifter', 6, '65', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '6991', 'Ovriga avdragsgilla kostnader', 6, '69', 'expense', 'debit', 'k1', true);
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-- Personnel (7xxx)
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IF p_entity_type = 'aktiebolag' THEN
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '7010', 'Loner', 7, '70', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '7210', 'Semesterloner', 7, '72', 'expense', 'debit', 'k1', true),
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(v_user_id, p_company_id, '7510', 'Arbetsgivaravgifter', 7, '75', 'expense', 'debit', 'k1', true);
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END IF;
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '7960', 'Valutakursforluster', 7, '79', 'expense', 'debit', 'k1', true);
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-- Financial (8xxx)
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INSERT INTO public.chart_of_accounts (user_id, company_id, account_number, account_name, account_class, account_group, account_type, normal_balance, plan_type, is_system_account)
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VALUES
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(v_user_id, p_company_id, '8310', 'Ranteintakter', 8, '83', 'revenue', 'credit', 'k1', true),
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(v_user_id, p_company_id, '8410', 'Rantekostnader', 8, '84', 'expense', 'debit', 'k1', true);
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END;
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$$;
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NOTIFY pgrst, 'reload schema';
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@@ -0,0 +1,66 @@
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import { describe, expect, it } from 'vitest'
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import { seedCompany } from '@/tests/pg/fixtures'
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import { getPool } from '@/tests/pg/setup'
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/**
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* Locks in the labels seed_chart_of_accounts() writes for the 26xx output VAT
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* accounts. Per BAS 2026: 2611=25%, 2621=12%, 2631=6%.
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*
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* Background: this mapping has regressed once already (2026-03-30 multi-tenant
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* refactor copy-pasted the original 2024 buggy seed back in). The engine and
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* the VAT-rutor mapping both route by account number, so a mislabel in this
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* function never breaks any other test — only the chart-of-accounts UI shows
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* the wrong text. This test is the canary.
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*/
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describe('seed_chart_of_accounts', () => {
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it('seeds 26xx VAT accounts with BAS-correct labels', async () => {
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const { companyId } = await seedCompany()
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const pool = getPool()
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await pool.query(`SELECT public.seed_chart_of_accounts($1::uuid, $2::text)`, [
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companyId,
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'aktiebolag',
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])
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const { rows } = await pool.query<{ account_number: string; account_name: string }>(
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`SELECT account_number, account_name
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FROM public.chart_of_accounts
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WHERE company_id = $1
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AND account_number IN ('2611', '2621', '2631')
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ORDER BY account_number`,
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[companyId],
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)
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const byNumber = Object.fromEntries(rows.map((r) => [r.account_number, r.account_name]))
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expect(byNumber['2611']).toBeDefined()
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expect(byNumber['2611']).toMatch(/25\s*%/)
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expect(byNumber['2611']).toMatch(/[Uu]tg.*moms/)
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expect(byNumber['2621']).toBeDefined()
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expect(byNumber['2621']).toMatch(/12\s*%/)
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expect(byNumber['2631']).toBeDefined()
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expect(byNumber['2631']).toMatch(/6\s*%/)
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})
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it('seeds the input VAT account 2641', async () => {
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const { companyId } = await seedCompany()
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const pool = getPool()
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await pool.query(`SELECT public.seed_chart_of_accounts($1::uuid, $2::text)`, [
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companyId,
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'aktiebolag',
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])
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const { rows } = await pool.query<{ account_name: string }>(
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`SELECT account_name FROM public.chart_of_accounts
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WHERE company_id = $1 AND account_number = '2641'`,
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[companyId],
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)
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expect(rows).toHaveLength(1)
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expect(rows[0].account_name).toMatch(/[Ii]ng.*moms/)
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})
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})
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@@ -531,6 +531,7 @@ export function makeCompanySettings(
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invoice_show_bankgiro: true,
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invoice_show_plusgiro: true,
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invoice_show_logo: true,
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invoice_show_company_name: true,
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invoice_late_fee_text: null,
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invoice_credit_terms_text: null,
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logo_url: null,
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@@ -240,6 +240,7 @@ export interface CompanySettings {
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invoice_show_bankgiro: boolean
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invoice_show_plusgiro: boolean
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invoice_show_logo: boolean
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invoice_show_company_name: boolean
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invoice_late_fee_text: string | null
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invoice_credit_terms_text: string | null
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