Files
accounted/components/import/BankFileResultStep.tsx
T
Jakob Wennberg 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
  revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput

Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type

Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings

VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
  instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances

Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
  auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component

Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs

Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API

Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only

Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty

Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager

Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3

Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation

UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout

Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries

Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)

Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 14:57:15 +01:00

167 lines
5.8 KiB
TypeScript

'use client'
import Link from 'next/link'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import {
CheckCircle,
XCircle,
FileText,
Link2,
Sparkles,
Copy,
ArrowRight,
RotateCcw,
ExternalLink,
} from 'lucide-react'
import type { IngestResult } from '@/lib/transactions/ingest'
interface BankFileResultStepProps {
result: IngestResult
onNewImport: () => void
}
export default function BankFileResultStep({
result,
onNewImport,
}: BankFileResultStepProps) {
const isSuccess = result.imported > 0 || result.duplicates > 0
return (
<div className="space-y-6">
{/* Status header */}
<Card className={isSuccess ? 'border-green-300' : 'border-destructive/50'}>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{isSuccess ? (
<>
<CheckCircle className="h-6 w-6 text-green-600" />
Import genomförd
</>
) : (
<>
<XCircle className="h-6 w-6 text-destructive" />
Import misslyckades
</>
)}
</CardTitle>
<CardDescription>
{isSuccess
? `${result.imported} transaktioner importerades framgångsrikt.`
: `${result.errors} fel uppstod under importen.`}
</CardDescription>
</CardHeader>
</Card>
{/* Stats */}
<div className="grid gap-4 md:grid-cols-4">
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<FileText className="h-4 w-4" />
<span className="text-sm">Importerade</span>
</div>
<p className="text-2xl font-bold text-green-600">{result.imported}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Copy className="h-4 w-4" />
<span className="text-sm">Dubletter</span>
</div>
<p className="text-2xl font-bold text-muted-foreground">{result.duplicates}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Sparkles className="h-4 w-4" />
<span className="text-sm">Auto-bokförda</span>
</div>
<p className="text-2xl font-bold">{result.auto_categorized}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Link2 className="h-4 w-4" />
<span className="text-sm">Fakturamatchade</span>
</div>
<p className="text-2xl font-bold">{result.auto_matched_invoices}</p>
</CardContent>
</Card>
</div>
{/* Next steps */}
{isSuccess && (
<Card className="bg-muted/50">
<CardHeader>
<CardTitle className="text-base">Nästa steg</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="flex items-start gap-3">
<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
1
</div>
<div>
<p className="font-medium">Granska obokförda transaktioner</p>
<p className="text-sm text-muted-foreground">
{result.imported - result.auto_categorized > 0
? `${result.imported - result.auto_categorized} transaktioner behöver bokföras manuellt.`
: 'Alla transaktioner bokfördes automatiskt.'}
</p>
</div>
</div>
<div className="flex items-start gap-3">
<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
2
</div>
<div>
<p className="font-medium">Bekräfta fakturamatchningar</p>
<p className="text-sm text-muted-foreground">
{result.auto_matched_invoices > 0
? `${result.auto_matched_invoices} transaktioner matchades mot fakturor. Bekräfta dessa på transaktionssidan.`
: 'Inga automatiska fakturamatchningar hittades.'}
</p>
</div>
</div>
<div className="flex items-start gap-3">
<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
3
</div>
<div>
<p className="font-medium">Importera fler kontoutdrag</p>
<p className="text-sm text-muted-foreground">
Importera löpande kontoutdrag för att hålla bokföringen uppdaterad.
</p>
</div>
</div>
</CardContent>
</Card>
)}
{/* Actions */}
<div className="flex justify-between">
<Button variant="outline" onClick={onNewImport}>
<RotateCcw className="mr-2 h-4 w-4" />
Ny import
</Button>
<div className="flex gap-2">
{isSuccess && (
<Button asChild>
<Link href="/transactions">
Visa transaktioner
<ArrowRight className="ml-2 h-4 w-4" />
</Link>
</Button>
)}
</div>
</div>
</div>
)
}