Files
accounted/components/bookkeeping/EditAccountDialog.tsx
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

140 lines
4.3 KiB
TypeScript

'use client'
import { useState } from 'react'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogFooter,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Textarea } from '@/components/ui/textarea'
import { Switch } from '@/components/ui/switch'
import { Loader2 } from 'lucide-react'
import type { BASAccount } from '@/types'
interface EditAccountDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
account: BASAccount
onSaved: () => void
}
export function EditAccountDialog({ open, onOpenChange, account, onSaved }: EditAccountDialogProps) {
const [accountName, setAccountName] = useState(account.account_name)
const [description, setDescription] = useState(account.description || '')
const [defaultVatCode, setDefaultVatCode] = useState(account.default_vat_code || '')
const [sruCode, setSruCode] = useState(account.sru_code || '')
const [isActive, setIsActive] = useState(account.is_active)
const [isSaving, setIsSaving] = useState(false)
async function handleSave() {
setIsSaving(true)
try {
const response = await fetch(`/api/bookkeeping/accounts/${account.account_number}`, {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
account_name: accountName,
description: description || null,
default_vat_code: defaultVatCode || null,
sru_code: sruCode || null,
is_active: isActive,
}),
})
if (!response.ok) {
const data = await response.json()
throw new Error(data.error || 'Kunde inte uppdatera kontot')
}
onSaved()
onOpenChange(false)
} catch {
// Error handled silently — toast is in parent
} finally {
setIsSaving(false)
}
}
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>
Redigera konto {account.account_number}
</DialogTitle>
</DialogHeader>
<div className="space-y-4 py-2">
<div className="space-y-2">
<Label>Kontonamn</Label>
<Input
value={accountName}
onChange={(e) => setAccountName(e.target.value)}
/>
</div>
<div className="space-y-2">
<Label>Beskrivning</Label>
<Textarea
value={description}
onChange={(e) => setDescription(e.target.value)}
placeholder="Kort beskrivning av kontots användning"
rows={2}
/>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label>Standard momskod</Label>
<Input
value={defaultVatCode}
onChange={(e) => setDefaultVatCode(e.target.value)}
placeholder="T.ex. MP1"
/>
</div>
<div className="space-y-2">
<Label>SRU-kod</Label>
<Input
value={sruCode}
onChange={(e) => setSruCode(e.target.value)}
placeholder="T.ex. 7201"
/>
</div>
</div>
<div className="flex items-center justify-between rounded-lg border p-3">
<div>
<p className="text-sm font-medium">Aktivt konto</p>
<p className="text-xs text-muted-foreground">
Inaktiva konton visas inte i bokföringsformulär
</p>
</div>
<Switch checked={isActive} onCheckedChange={setIsActive} />
</div>
{account.is_system_account && (
<p className="text-xs text-muted-foreground bg-muted rounded p-2">
Detta är ett systemkonto och kan inte tas bort.
</p>
)}
</div>
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>
Avbryt
</Button>
<Button onClick={handleSave} disabled={isSaving || !accountName.trim()}>
{isSaving && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Spara
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
)
}