* feat: copy voucher, MRU booking templates, and PDF export for reports
- Add "Kopiera verifikat" action on the journal-entry detail page that
prefills a new draft with the source entry's lines, description, and
notes. Date defaults to today so locked-period posts can't happen by
accident; source_type resets to manual.
- Track per-company MRU for booking_template_library rows via a new
booking_template_usage table (fire-and-forget touch endpoint hooked
into both pickers) and sort the list most-recently-used first for
the active company.
- Generate downloadable PDFs for balansräkning and resultaträkning
using the existing @react-pdf/renderer toolchain. Adds a reusable
parameterized template and two API routes, with download buttons
on the matching report views.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback on copy-voucher + report PDFs
Compliance review (Swedish accounting):
- Balance-sheet PDF now refuses to render when
tillgångar ≠ eget kapital och skulder; the stale "Differens" summary
row is gone. The on-screen view still surfaces the existing
"Balanserar ej" warning so users can diagnose the imbalance before
downloading. ÅRL 3 kap / K2 / K3 require exact balance.
- Both PDF routes now 400 when the requested fiscal period cannot be
resolved — identifiable period is part of räkenskapsinformation
under BFL 7 kap.
- Income-statement PDF adds the mandatory
"Resultat efter finansiella poster" subtotal when financial items
are present, per K2/K3 uppställningsform (ÅRL bilaga 2).
- Copy-voucher flow now shows a clear banner ("Kopia av verifikat X —
nytt, fristående verifikat skapas") so users cannot mistake the copy
for a rättelse/storno.
Code review (Greptile):
- New migration adds updated_at column + trigger to
booking_template_usage (project convention; applied to the
Supabase project).
- Replace localeCompare on ISO timestamps with plain relational
comparison to avoid any locale-dependent ordering.
- UUID-format validation on the copy_from query param before it goes
into the fetch URL.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: second round of Swedish compliance fixes on report PDFs
- Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor
totals (SFL 22:1 convention). The previous 0.5-öre tolerance could
reject a legitimate balance sheet when accumulated floating-point
noise across hundreds of ledger lines exceeded the threshold. The
on-screen view still surfaces the öre-precise "Balanserar ej" badge
for diagnostic visibility.
- Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat"
notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being
mistaken for or filed as an approved årsredovisning.
- Income-statement PDF now follows K2/K3 uppställningsform
(ÅRL bilaga 2) by splitting class 8 into three blocks with named
subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88),
Skatter (89). The summary now always shows a "Skatt på årets
resultat" row so the reader can verify the tax calculation, and
adds "Resultat efter finansiella poster" / "Bokslutsdispositioner"
subtotals when each block is present.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: harden report PDFs against out-of-band filing + future BAS growth
- Append "-utkast" to downloaded PDF filenames. The filename survives the
PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf
in a Downloads folder or forwarded attachment is ambiguous, whereas
balansrakning-2026-01-01-utkast.pdf makes the draft status legible
even without opening the document.
- Add a catch-all "Övriga finansiella poster" bucket in the
income-statement PDF for any class-8 section whose account prefix
isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in
the "Resultat efter finansiella poster" subtotal so arithmetic stays
consistent. Future-proofs the PDF against a generator change that
starts emitting 85–87 sections.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Jakob Wennberg
4cd0a55761