db8983ba9e
* feat(arcim-migration): Briox provider with SIE-over-API import - Briox auth via account ID + application token (no app-level credentials); both tokens rotate on refresh and are persisted - New sie-fetcher pulls the general ledger as SIE through the provider API for Fortnox, Briox and Bjorn Lunden - Wizard stops on a failed SIE import and surfaces the real errors instead of proceeding to the misleading migrate-guard message - PROVIDER_SIE_ONLY_FORTNOX renamed to PROVIDER_SIE_NOT_SUPPORTED; new PROVIDER_TOKEN_INVALID for rejected provider credentials Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): per-line accruals (periodisering) on invoices and supplier invoices Defer revenue/costs per invoice line to 29xx/17xx interim accounts with automatic monthly dissolution (nightly cron + catch-up at registration), schedule cancellation on credit, year-end auto-detect exclusion for already-scheduled invoices, invoice-inbox service-period extraction for prefill, and an MCP tool to list schedules. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bokslut): iXBRL arsredovisning generation and Bolagsverket digital filing Generate the annual report as iXBRL from a generated taxonomy registry (K2 element lists, taxonomy:generate/check scripts + CI guard), expose it via the fiscal-period API, and add the bolagsverket extension for digital submission to eget utrymme with webhook-driven status tracking (submissions table + pg tests, lifecycle events, year-end wizard UI). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(mcp): raise origin-guard test timeout to 20s The dynamic import pulls in the full server module; the parse alone flirts with the 5s default under full-suite parallel load. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Add new scripts and documentation for K2 AB taxonomy generation and validation - Introduced `generate-taxonomy-registry.ts` to automate the generation of the iXBRL taxonomy concept registry from official element lists and tuple models. - Added `validate-ixbrl.mjs` for validating generated iXBRL reports against the official taxonomy package using Arelle. - Included new documentation files: - `k2-ab-arsredovisning-elementlista-2024-09-12_rev20250312_sv.xlsx` - `tuple-innehallsmodell-arsredovisning-k2-2024-09-12.xlsx` - `taxonomi-paket-2024-09-12_rev20250312.zip` * Add tests for bookkeeping accruals dissolution and supplier invoices - Implement tests for the POST /api/bookkeeping/accruals/[id]/dissolve route, covering success and error scenarios. - Add tests for the DELETE /api/supplier-invoices/[id] route, including authentication checks and validation of invoice deletion conditions. - Introduce tests for the Arcim migration provider client, ensuring token handling and error classification. - Create tests for the Bolagsverket extension, validating submission role enforcement and environment settings. - Add Zod schemas for Bolagsverket response payloads to ensure proper validation. - Implement tests for MCP server's list accrual schedules, confirming registration and scope mapping. - Add consistency tests for IXBRL document generation, ensuring duplicate facts and XML escaping are handled correctly. - Introduce typed domain errors for accrual schedules to improve error handling in the service. - Add tests for resolving consent with Briox token refresh concurrency, ensuring proper token management and error handling. * fix(tests): update payload size guard comments to reflect recent changes in tool descriptions and ceiling adjustments * fix(gitattributes): mark generated JSON files in bokslut taxonomy as linguist-generated * feat(migrations): add backfill for invoices.journal_entry_id and fallback for next_voucher_number user_id * feat(bokslut): enhance compliance and financial processing features with new submission details and security measures --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
268 lines
10 KiB
TypeScript
268 lines
10 KiB
TypeScript
'use client'
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import { useTranslations } from 'next-intl'
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import { CalendarClock } from 'lucide-react'
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import { Badge } from '@/components/ui/badge'
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import { Separator } from '@/components/ui/separator'
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import { formatCurrency } from '@/lib/utils'
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import { getDisplayTotal } from '@/lib/invoices/rounding'
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import { itemHasAccrual } from '@/lib/bookkeeping/accruals/account-suggestions'
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import type { Customer, Currency } from '@/types'
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interface ReviewItem {
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description: string
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quantity: number
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unit: string
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unit_price: number
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vat_rate?: number
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/** 'text' rows are free-text/blank lines — description only, no amounts. */
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line_type?: 'product' | 'text'
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// Periodisering: when both dates are set, the revenue books to the 29xx
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// interim account and dissolves monthly over the period.
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accrual_period_start?: string | null
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accrual_period_end?: string | null
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accrual_balance_account?: string | null
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}
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const accrualMonth = (date: string): string => date.slice(0, 7)
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interface InvoiceReviewContentProps {
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customer: Customer
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invoiceDate: string
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dueDate: string
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currency: Currency
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items: ReviewItem[]
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subtotal: number
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vatAmount: number
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total: number
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yourReference?: string
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ourReference?: string
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notes?: string
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/** The invoice number that will be assigned on confirm. Null when unknown
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* (e.g. delivery notes use a different sequence) or unfetched. */
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numberPreview?: string | null
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/** Mirrors `company_settings.ore_rounding`. Defaults to true to match `getDisplayTotal`. */
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oreRounding?: boolean
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/** Mirrors `company_settings.vat_registered`. When false and the invoice carries
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* no VAT, the moms row is suppressed to match the PDF (pdf-template.tsx:876). */
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vatRegistered?: boolean
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}
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export function InvoiceReviewContent({
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customer,
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invoiceDate,
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dueDate,
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currency,
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items,
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subtotal,
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vatAmount,
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total,
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yourReference,
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ourReference,
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notes,
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numberPreview,
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oreRounding,
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vatRegistered,
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}: InvoiceReviewContentProps) {
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const t = useTranslations('invoice_review')
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const rounding = getDisplayTotal({ total, currency }, { ore_rounding: oreRounding ?? true })
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const customerTypeLabel: Record<string, string> = {
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individual: t('customer_type_individual'),
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swedish_business: t('customer_type_swedish_business'),
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eu_business: t('customer_type_eu_business'),
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non_eu_business: t('customer_type_non_eu_business'),
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}
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// Calculate per-rate VAT breakdown (free-text rows carry no amounts).
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const vatByRate = new Map<number, number>()
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for (const item of items) {
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if (item.line_type === 'text') continue
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const rate = item.vat_rate ?? 0
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const lineTotal = item.quantity * item.unit_price
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const lineVat = Math.round(lineTotal * rate / 100 * 100) / 100
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vatByRate.set(rate, (vatByRate.get(rate) || 0) + lineVat)
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}
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const showVatColumn = vatByRate.size > 1
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return (
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<div className="space-y-4">
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{numberPreview && (
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<div className="text-sm text-muted-foreground">
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{t('assigned_number_prefix')}{' '}
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<span className="font-medium tabular-nums text-foreground">{numberPreview}</span>
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</div>
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)}
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{/* Customer info */}
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<div className="bg-muted rounded-lg p-3 sm:p-4 flex flex-col sm:flex-row sm:items-center gap-2 sm:justify-between">
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<div className="min-w-0">
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<p className="font-medium text-base truncate">{customer.name}</p>
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<p className="text-sm text-muted-foreground truncate">{customer.email}</p>
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</div>
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<Badge variant="outline" className="self-start sm:self-auto shrink-0">
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{customerTypeLabel[customer.customer_type] || customer.customer_type}
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</Badge>
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</div>
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{/* Dates */}
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<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 text-sm">
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<div>
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<span className="text-muted-foreground">{t('invoice_date')}</span>
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<p className="font-medium">{invoiceDate}</p>
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</div>
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<div>
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<span className="text-muted-foreground">{t('due_date')}</span>
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<p className="font-medium">{dueDate}</p>
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</div>
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</div>
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{/* Line items — table on desktop, cards on mobile */}
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<div className="hidden sm:block">
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<table className="w-full text-sm">
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<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
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<tr className="border-b text-left">
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<th className="py-2">{t('th_description')}</th>
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<th className="py-2 w-16 text-right">{t('th_quantity')}</th>
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<th className="py-2 w-16 text-center">{t('th_unit')}</th>
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<th className="py-2 w-24 text-right">{t('th_unit_price')}</th>
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{showVatColumn && <th className="py-2 w-16 text-right">{t('th_vat')}</th>}
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<th className="py-2 w-28 text-right">{t('th_amount')}</th>
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</tr>
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</thead>
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<tbody>
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{items.map((item, index) =>
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item.line_type === 'text' ? (
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<tr key={index} className="border-b last:border-0">
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<td className="py-2 text-muted-foreground" colSpan={showVatColumn ? 6 : 5}>
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{item.description || ' '}
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</td>
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</tr>
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) : (
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<tr key={index} className="border-b last:border-0">
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<td className="py-2">
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{item.description}
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{itemHasAccrual(item) && (
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<p className="mt-1 flex items-center gap-1 text-xs text-muted-foreground">
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<CalendarClock className="h-3 w-3 shrink-0" />
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<span className="tabular-nums">
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{t('accrual_line_info', {
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from: accrualMonth(item.accrual_period_start!),
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to: accrualMonth(item.accrual_period_end!),
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})}
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</span>
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</p>
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)}
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</td>
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<td className="py-2 text-right">{item.quantity}</td>
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<td className="py-2 text-center">{item.unit}</td>
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<td className="py-2 text-right">{formatCurrency(item.unit_price, currency)}</td>
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{showVatColumn && (
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<td className="py-2 text-right">{item.vat_rate ?? 0}%</td>
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)}
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<td className="py-2 text-right">
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{formatCurrency(item.quantity * item.unit_price, currency)}
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</td>
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</tr>
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)
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)}
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</tbody>
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</table>
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</div>
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<div className="sm:hidden space-y-2">
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{items.map((item, index) =>
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item.line_type === 'text' ? (
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<p key={index} className="text-sm text-muted-foreground px-1">{item.description || ' '}</p>
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) : (
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<div key={index} className="border rounded-lg p-3 text-sm space-y-1.5">
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<p className="font-medium">{item.description}</p>
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{itemHasAccrual(item) && (
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<p className="flex items-center gap-1 text-xs text-muted-foreground">
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<CalendarClock className="h-3 w-3 shrink-0" />
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<span className="tabular-nums">
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{t('accrual_line_info', {
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from: accrualMonth(item.accrual_period_start!),
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to: accrualMonth(item.accrual_period_end!),
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})}
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</span>
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</p>
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)}
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<div className="flex items-center justify-between text-muted-foreground">
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<span>{item.quantity} {item.unit} × {formatCurrency(item.unit_price, currency)}</span>
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{showVatColumn && <span className="text-xs">{t('mobile_vat_suffix', { rate: item.vat_rate ?? 0 })}</span>}
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</div>
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<p className="text-right font-medium">
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{formatCurrency(item.quantity * item.unit_price, currency)}
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</p>
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</div>
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)
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)}
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</div>
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{/* Totals */}
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<div className="space-y-2 text-sm">
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<div className="flex justify-between">
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<span className="text-muted-foreground">{t('subtotal')}</span>
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<span>{formatCurrency(subtotal, currency)}</span>
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</div>
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{Array.from(vatByRate.entries())
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.filter(([, vat]) => vat > 0)
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.sort(([a], [b]) => b - a)
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.map(([rate, vat]) => (
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<div key={rate} className="flex justify-between">
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<span className="text-muted-foreground">{t('vat_at_rate', { rate })}</span>
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<span>{formatCurrency(vat, currency)}</span>
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</div>
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))}
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{Array.from(vatByRate.values()).every((vat) => vat === 0) && !(vatRegistered === false && vatAmount === 0) && (
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<div className="flex justify-between">
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<span className="text-muted-foreground">{t('vat_label')}</span>
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<span>{formatCurrency(0, currency)}</span>
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</div>
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)}
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{rounding.applies && (
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<div className="flex justify-between">
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<span className="text-muted-foreground">{t('ore_rounding')}</span>
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<span>{formatCurrency(rounding.roundingDelta, currency)}</span>
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</div>
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)}
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<Separator />
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<div className="flex justify-between font-bold text-xl sm:text-2xl">
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<span>{t('total')}</span>
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<span>{formatCurrency(rounding.displayed, currency)}</span>
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</div>
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</div>
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{/* References/notes */}
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{(yourReference || ourReference || notes) && (
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<div className="border-t pt-3 space-y-2 text-sm text-muted-foreground">
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{yourReference && (
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<div>
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<span>{t('your_reference')}</span>
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<div className="flex flex-wrap gap-1 mt-1">
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{yourReference.split(',').map((ref, i) => (
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<Badge key={i} variant="secondary" className="text-xs font-normal">
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{ref.trim()}
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</Badge>
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))}
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</div>
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</div>
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)}
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{ourReference && (
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<div>
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<span>{t('our_reference')}</span>
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<div className="flex flex-wrap gap-1 mt-1">
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{ourReference.split(',').map((ref, i) => (
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<Badge key={i} variant="secondary" className="text-xs font-normal">
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{ref.trim()}
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</Badge>
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))}
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</div>
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</div>
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)}
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{notes && <p>{t('notes_prefix', { notes })}</p>}
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</div>
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)}
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</div>
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)
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}
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