Files
accounted/app/api/settings/route.ts
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

86 lines
2.7 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { didTaxFieldsChange, regenerateTaxDeadlinesForUser } from '@/lib/tax/deadline-generator'
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 { data, error } = await supabase
.from('company_settings')
.select('*')
.eq('user_id', user.id)
.single()
if (error) {
return NextResponse.json({ error: error.message }, { status: 500 })
}
return NextResponse.json({ data })
}
export async function PUT(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
// Fetch current settings to check for tax-relevant changes
const { data: oldSettings } = await supabase
.from('company_settings')
.select('entity_type, moms_period, f_skatt, vat_registered, pays_salaries, fiscal_year_start_month')
.eq('user_id', user.id)
.single()
const body = await request.json()
// Validate: enskild firma must use calendar year (BFL 3 kap.)
const effectiveEntityType = body.entity_type || oldSettings?.entity_type
const effectiveFYStartMonth = body.fiscal_year_start_month ?? oldSettings?.fiscal_year_start_month
if (effectiveEntityType === 'enskild_firma' && effectiveFYStartMonth && effectiveFYStartMonth !== 1) {
return NextResponse.json(
{ error: 'Enskild firma måste använda kalenderår (BFL 3 kap.)' },
{ status: 400 }
)
}
const { data, error } = await supabase
.from('company_settings')
.update(body)
.eq('user_id', user.id)
.select()
.single()
if (error) {
return NextResponse.json({ error: error.message }, { status: 500 })
}
// Check if tax-relevant fields changed and regenerate deadlines
if (oldSettings && didTaxFieldsChange(oldSettings, data)) {
try {
await regenerateTaxDeadlinesForUser(supabase, user.id, {
entity_type: data.entity_type,
moms_period: data.moms_period,
f_skatt: data.f_skatt,
vat_registered: data.vat_registered,
pays_salaries: data.pays_salaries ?? false,
fiscal_year_start_month: data.fiscal_year_start_month,
})
console.log('Tax deadlines regenerated after settings change')
} catch (err) {
console.error('Failed to regenerate tax deadlines:', err)
// Don't fail the settings update if deadline generation fails
}
}
return NextResponse.json({ data })
}