Files
accounted/components/invoices/InvoiceReviewContent.tsx
T
Mattsson db8983ba9e Add/bokslut (#718)
* 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>
2026-06-12 16:35:30 +02:00

268 lines
10 KiB
TypeScript
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
'use client'
import { useTranslations } from 'next-intl'
import { CalendarClock } from 'lucide-react'
import { Badge } from '@/components/ui/badge'
import { Separator } from '@/components/ui/separator'
import { formatCurrency } from '@/lib/utils'
import { getDisplayTotal } from '@/lib/invoices/rounding'
import { itemHasAccrual } from '@/lib/bookkeeping/accruals/account-suggestions'
import type { Customer, Currency } from '@/types'
interface ReviewItem {
description: string
quantity: number
unit: string
unit_price: number
vat_rate?: number
/** 'text' rows are free-text/blank lines — description only, no amounts. */
line_type?: 'product' | 'text'
// Periodisering: when both dates are set, the revenue books to the 29xx
// interim account and dissolves monthly over the period.
accrual_period_start?: string | null
accrual_period_end?: string | null
accrual_balance_account?: string | null
}
const accrualMonth = (date: string): string => date.slice(0, 7)
interface InvoiceReviewContentProps {
customer: Customer
invoiceDate: string
dueDate: string
currency: Currency
items: ReviewItem[]
subtotal: number
vatAmount: number
total: number
yourReference?: string
ourReference?: string
notes?: string
/** The invoice number that will be assigned on confirm. Null when unknown
* (e.g. delivery notes use a different sequence) or unfetched. */
numberPreview?: string | null
/** Mirrors `company_settings.ore_rounding`. Defaults to true to match `getDisplayTotal`. */
oreRounding?: boolean
/** Mirrors `company_settings.vat_registered`. When false and the invoice carries
* no VAT, the moms row is suppressed to match the PDF (pdf-template.tsx:876). */
vatRegistered?: boolean
}
export function InvoiceReviewContent({
customer,
invoiceDate,
dueDate,
currency,
items,
subtotal,
vatAmount,
total,
yourReference,
ourReference,
notes,
numberPreview,
oreRounding,
vatRegistered,
}: InvoiceReviewContentProps) {
const t = useTranslations('invoice_review')
const rounding = getDisplayTotal({ total, currency }, { ore_rounding: oreRounding ?? true })
const customerTypeLabel: Record<string, string> = {
individual: t('customer_type_individual'),
swedish_business: t('customer_type_swedish_business'),
eu_business: t('customer_type_eu_business'),
non_eu_business: t('customer_type_non_eu_business'),
}
// Calculate per-rate VAT breakdown (free-text rows carry no amounts).
const vatByRate = new Map<number, number>()
for (const item of items) {
if (item.line_type === 'text') continue
const rate = item.vat_rate ?? 0
const lineTotal = item.quantity * item.unit_price
const lineVat = Math.round(lineTotal * rate / 100 * 100) / 100
vatByRate.set(rate, (vatByRate.get(rate) || 0) + lineVat)
}
const showVatColumn = vatByRate.size > 1
return (
<div className="space-y-4">
{numberPreview && (
<div className="text-sm text-muted-foreground">
{t('assigned_number_prefix')}{' '}
<span className="font-medium tabular-nums text-foreground">{numberPreview}</span>
</div>
)}
{/* Customer info */}
<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">
<div className="min-w-0">
<p className="font-medium text-base truncate">{customer.name}</p>
<p className="text-sm text-muted-foreground truncate">{customer.email}</p>
</div>
<Badge variant="outline" className="self-start sm:self-auto shrink-0">
{customerTypeLabel[customer.customer_type] || customer.customer_type}
</Badge>
</div>
{/* Dates */}
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 text-sm">
<div>
<span className="text-muted-foreground">{t('invoice_date')}</span>
<p className="font-medium">{invoiceDate}</p>
</div>
<div>
<span className="text-muted-foreground">{t('due_date')}</span>
<p className="font-medium">{dueDate}</p>
</div>
</div>
{/* Line items — table on desktop, cards on mobile */}
<div className="hidden sm:block">
<table className="w-full text-sm">
<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
<tr className="border-b text-left">
<th className="py-2">{t('th_description')}</th>
<th className="py-2 w-16 text-right">{t('th_quantity')}</th>
<th className="py-2 w-16 text-center">{t('th_unit')}</th>
<th className="py-2 w-24 text-right">{t('th_unit_price')}</th>
{showVatColumn && <th className="py-2 w-16 text-right">{t('th_vat')}</th>}
<th className="py-2 w-28 text-right">{t('th_amount')}</th>
</tr>
</thead>
<tbody>
{items.map((item, index) =>
item.line_type === 'text' ? (
<tr key={index} className="border-b last:border-0">
<td className="py-2 text-muted-foreground" colSpan={showVatColumn ? 6 : 5}>
{item.description || ' '}
</td>
</tr>
) : (
<tr key={index} className="border-b last:border-0">
<td className="py-2">
{item.description}
{itemHasAccrual(item) && (
<p className="mt-1 flex items-center gap-1 text-xs text-muted-foreground">
<CalendarClock className="h-3 w-3 shrink-0" />
<span className="tabular-nums">
{t('accrual_line_info', {
from: accrualMonth(item.accrual_period_start!),
to: accrualMonth(item.accrual_period_end!),
})}
</span>
</p>
)}
</td>
<td className="py-2 text-right">{item.quantity}</td>
<td className="py-2 text-center">{item.unit}</td>
<td className="py-2 text-right">{formatCurrency(item.unit_price, currency)}</td>
{showVatColumn && (
<td className="py-2 text-right">{item.vat_rate ?? 0}%</td>
)}
<td className="py-2 text-right">
{formatCurrency(item.quantity * item.unit_price, currency)}
</td>
</tr>
)
)}
</tbody>
</table>
</div>
<div className="sm:hidden space-y-2">
{items.map((item, index) =>
item.line_type === 'text' ? (
<p key={index} className="text-sm text-muted-foreground px-1">{item.description || ' '}</p>
) : (
<div key={index} className="border rounded-lg p-3 text-sm space-y-1.5">
<p className="font-medium">{item.description}</p>
{itemHasAccrual(item) && (
<p className="flex items-center gap-1 text-xs text-muted-foreground">
<CalendarClock className="h-3 w-3 shrink-0" />
<span className="tabular-nums">
{t('accrual_line_info', {
from: accrualMonth(item.accrual_period_start!),
to: accrualMonth(item.accrual_period_end!),
})}
</span>
</p>
)}
<div className="flex items-center justify-between text-muted-foreground">
<span>{item.quantity} {item.unit} × {formatCurrency(item.unit_price, currency)}</span>
{showVatColumn && <span className="text-xs">{t('mobile_vat_suffix', { rate: item.vat_rate ?? 0 })}</span>}
</div>
<p className="text-right font-medium">
{formatCurrency(item.quantity * item.unit_price, currency)}
</p>
</div>
)
)}
</div>
{/* Totals */}
<div className="space-y-2 text-sm">
<div className="flex justify-between">
<span className="text-muted-foreground">{t('subtotal')}</span>
<span>{formatCurrency(subtotal, currency)}</span>
</div>
{Array.from(vatByRate.entries())
.filter(([, vat]) => vat > 0)
.sort(([a], [b]) => b - a)
.map(([rate, vat]) => (
<div key={rate} className="flex justify-between">
<span className="text-muted-foreground">{t('vat_at_rate', { rate })}</span>
<span>{formatCurrency(vat, currency)}</span>
</div>
))}
{Array.from(vatByRate.values()).every((vat) => vat === 0) && !(vatRegistered === false && vatAmount === 0) && (
<div className="flex justify-between">
<span className="text-muted-foreground">{t('vat_label')}</span>
<span>{formatCurrency(0, currency)}</span>
</div>
)}
{rounding.applies && (
<div className="flex justify-between">
<span className="text-muted-foreground">{t('ore_rounding')}</span>
<span>{formatCurrency(rounding.roundingDelta, currency)}</span>
</div>
)}
<Separator />
<div className="flex justify-between font-bold text-xl sm:text-2xl">
<span>{t('total')}</span>
<span>{formatCurrency(rounding.displayed, currency)}</span>
</div>
</div>
{/* References/notes */}
{(yourReference || ourReference || notes) && (
<div className="border-t pt-3 space-y-2 text-sm text-muted-foreground">
{yourReference && (
<div>
<span>{t('your_reference')}</span>
<div className="flex flex-wrap gap-1 mt-1">
{yourReference.split(',').map((ref, i) => (
<Badge key={i} variant="secondary" className="text-xs font-normal">
{ref.trim()}
</Badge>
))}
</div>
</div>
)}
{ourReference && (
<div>
<span>{t('our_reference')}</span>
<div className="flex flex-wrap gap-1 mt-1">
{ourReference.split(',').map((ref, i) => (
<Badge key={i} variant="secondary" className="text-xs font-normal">
{ref.trim()}
</Badge>
))}
</div>
</div>
)}
{notes && <p>{t('notes_prefix', { notes })}</p>}
</div>
)}
</div>
)
}