Files
accounted/app/api/bookkeeping/accounts/reference/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

63 lines
2.2 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { fetchAllRows } from '@/lib/supabase/fetch-all'
import { NextResponse } from 'next/server'
import { BAS_REFERENCE } from '@/lib/bookkeeping/bas-reference'
/**
* GET /api/bookkeeping/accounts/reference
*
* Returns the full BAS reference catalog merged with the user's activation status.
* Each reference account includes: is_activated (exists in user's chart), is_active, is_system_account, is_custom.
*/
export async function GET() {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
// Fetch user's chart of accounts (paginated to avoid 1000-row limit)
try {
const userAccounts = await fetchAllRows<{ account_number: string; is_active: boolean; is_system_account: boolean }>(({ from, to }) =>
supabase
.from('chart_of_accounts')
.select('account_number, is_active, is_system_account')
.eq('user_id', user.id)
.range(from, to)
)
// Build lookup map
const userAccountMap = new Map(
userAccounts.map((a) => [a.account_number, a])
)
// Merge reference with user status
const merged = BAS_REFERENCE.map((ref) => {
const userAccount = userAccountMap.get(ref.account_number)
return {
...ref,
is_activated: !!userAccount,
is_active: userAccount?.is_active ?? false,
is_system_account: userAccount?.is_system_account ?? false,
}
})
// Also identify custom accounts (in user's chart but not in BAS reference)
const basNumbers = new Set(BAS_REFERENCE.map((r) => r.account_number))
const customAccounts = userAccounts
.filter((a) => !basNumbers.has(a.account_number))
.map((a) => ({
account_number: a.account_number,
is_custom: true,
is_activated: true,
is_active: a.is_active,
is_system_account: a.is_system_account,
}))
return NextResponse.json({ data: merged, customAccounts })
} catch (error) {
return NextResponse.json({ error: error instanceof Error ? error.message : 'Failed to fetch accounts' }, { status: 500 })
}
}