Jakob Wennberg
91e2c1705a
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>
221 lines
8.3 KiB
TypeScript
221 lines
8.3 KiB
TypeScript
import type { Invoice, Customer, CompanySettings, InvoiceDocumentType } from '@/types'
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import { formatCurrency, formatDate } from '@/lib/utils'
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function getDocumentLabel(invoice: Invoice): string {
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if (invoice.credited_invoice_id) return 'Kreditfaktura'
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const docType = (invoice as Invoice & { document_type?: InvoiceDocumentType }).document_type || 'invoice'
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if (docType === 'proforma') return 'Proformafaktura'
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if (docType === 'delivery_note') return 'Följesedel'
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return 'Faktura'
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}
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export interface InvoiceEmailData {
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invoice: Invoice
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customer: Customer
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company: CompanySettings
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}
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/**
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* Generate HTML email for sending an invoice
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*/
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export function generateInvoiceEmailHtml(data: InvoiceEmailData): string {
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const { invoice, customer, company } = data
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const documentType = getDocumentLabel(invoice)
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const isCreditNote = !!invoice.credited_invoice_id
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const docType = (invoice as Invoice & { document_type?: InvoiceDocumentType }).document_type || 'invoice'
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const isDeliveryNote = docType === 'delivery_note'
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const isProforma = docType === 'proforma'
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const hidePayment = isCreditNote || isDeliveryNote || isProforma
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return `
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<!DOCTYPE html>
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<html lang="sv">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>${documentType} ${invoice.invoice_number}</title>
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</head>
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<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; line-height: 1.6; color: #333;">
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<div style="max-width: 600px; margin: 0 auto; padding: 40px 20px;">
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<!-- Header -->
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<div style="margin-bottom: 30px;">
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<h1 style="margin: 0 0 10px 0; font-size: 24px; font-weight: 600; color: #111;">
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${documentType} från ${company.company_name}
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</h1>
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<p style="margin: 0; color: #666; font-size: 14px;">
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${documentType}nummer: ${invoice.invoice_number}
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</p>
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</div>
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<!-- Greeting -->
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<div style="margin-bottom: 30px;">
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<p style="margin: 0 0 15px 0;">
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Hej${customer.name ? ` ${customer.name.split(' ')[0]}` : ''},
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</p>
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<p style="margin: 0;">
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${isCreditNote
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? `Bifogat hittar du en kreditfaktura som korrigerar en tidigare faktura.`
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: `Tack för ditt förtroende! Bifogat hittar du din faktura.`
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}
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</p>
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</div>
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<!-- Invoice Summary Box -->
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<div style="background: #f8f9fa; border-radius: 8px; padding: 25px; margin-bottom: 30px;">
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<table style="width: 100%; border-collapse: collapse;">
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">${documentType}nummer:</td>
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<td style="padding: 8px 0; text-align: right; font-weight: 500;">${invoice.invoice_number}</td>
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</tr>
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">${documentType}datum:</td>
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<td style="padding: 8px 0; text-align: right;">${formatDate(invoice.invoice_date)}</td>
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</tr>
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<tr>
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<td style="padding: 8px 0; color: #666; font-size: 14px;">Förfallodatum:</td>
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<td style="padding: 8px 0; text-align: right; font-weight: 500; color: ${isCreditNote ? '#333' : '#e11d48'};">
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${formatDate(invoice.due_date)}
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</td>
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</tr>
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<tr>
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<td colspan="2" style="padding: 15px 0 8px 0; border-top: 1px solid #e5e7eb;"></td>
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</tr>
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<tr>
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<td style="padding: 8px 0; font-size: 18px; font-weight: 600;">Att betala:</td>
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<td style="padding: 8px 0; text-align: right; font-size: 18px; font-weight: 600; color: ${isCreditNote ? '#059669' : '#111'};">
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${formatCurrency(invoice.total, invoice.currency)}
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</td>
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</tr>
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</table>
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</div>
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<!-- Payment Details -->
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${!hidePayment ? `
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<div style="margin-bottom: 30px;">
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<h2 style="margin: 0 0 15px 0; font-size: 16px; font-weight: 600; color: #111;">
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Betalningsinformation
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</h2>
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<table style="width: 100%; border-collapse: collapse;">
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${company.bank_name ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px; width: 140px;">Bank:</td>
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<td style="padding: 6px 0;">${company.bank_name}</td>
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</tr>
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` : ''}
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${company.clearing_number && company.account_number ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">Kontonummer:</td>
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<td style="padding: 6px 0;">${company.clearing_number}-${company.account_number}</td>
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</tr>
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` : ''}
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${company.iban ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">IBAN:</td>
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<td style="padding: 6px 0;">${company.iban}</td>
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</tr>
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` : ''}
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${company.bic ? `
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">BIC/SWIFT:</td>
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<td style="padding: 6px 0;">${company.bic}</td>
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</tr>
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` : ''}
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<tr>
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<td style="padding: 6px 0; color: #666; font-size: 14px;">Meddelande:</td>
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<td style="padding: 6px 0; font-weight: 500;">${invoice.invoice_number}</td>
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</tr>
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</table>
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</div>
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` : ''}
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<!-- Footer -->
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<div style="margin-top: 30px; padding-top: 20px; border-top: 1px solid #e5e7eb;">
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<p style="margin: 0 0 10px 0; color: #666; font-size: 14px;">
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Har du frågor om fakturan? Svara direkt på detta mejl så hjälper vi dig.
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</p>
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<p style="margin: 0; color: #666; font-size: 14px;">
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Med vänliga hälsningar,<br>
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<strong>${company.company_name}</strong>
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</p>
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${company.org_number ? `
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<p style="margin: 10px 0 0 0; color: #999; font-size: 12px;">
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Org.nr: ${company.org_number}
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${company.vat_number ? ` | VAT: ${company.vat_number}` : ''}
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${company.f_skatt ? ' | Innehar F-skattsedel' : ''}
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</p>
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` : ''}
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</div>
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</div>
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</body>
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</html>
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`
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}
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/**
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* Generate plain text email for sending an invoice
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*/
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export function generateInvoiceEmailText(data: InvoiceEmailData): string {
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const { invoice, customer, company } = data
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const documentType = getDocumentLabel(invoice)
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const isCreditNote = !!invoice.credited_invoice_id
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const docType = (invoice as Invoice & { document_type?: InvoiceDocumentType }).document_type || 'invoice'
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const isDeliveryNote = docType === 'delivery_note'
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const isProforma = docType === 'proforma'
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const hidePayment = isCreditNote || isDeliveryNote || isProforma
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let text = `${documentType} från ${company.company_name}\n`
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text += `${documentType}nummer: ${invoice.invoice_number}\n\n`
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text += `Hej${customer.name ? ` ${customer.name.split(' ')[0]}` : ''},\n\n`
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if (isCreditNote) {
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text += `Bifogat hittar du en kreditfaktura som korrigerar en tidigare faktura.\n\n`
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} else {
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text += `Tack för ditt förtroende! Bifogat hittar du din faktura.\n\n`
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}
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text += `${documentType}sammanfattning:\n`
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text += `---\n`
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text += `${documentType}nummer: ${invoice.invoice_number}\n`
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text += `${documentType}datum: ${formatDate(invoice.invoice_date)}\n`
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text += `Förfallodatum: ${formatDate(invoice.due_date)}\n`
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text += `Att betala: ${formatCurrency(invoice.total, invoice.currency)}\n`
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text += `---\n\n`
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if (!hidePayment) {
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text += `Betalningsinformation:\n`
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if (company.bank_name) text += `Bank: ${company.bank_name}\n`
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if (company.clearing_number && company.account_number) {
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text += `Kontonummer: ${company.clearing_number}-${company.account_number}\n`
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}
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if (company.iban) text += `IBAN: ${company.iban}\n`
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if (company.bic) text += `BIC/SWIFT: ${company.bic}\n`
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text += `Meddelande: ${invoice.invoice_number}\n\n`
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}
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text += `Har du frågor om fakturan? Svara direkt på detta mejl så hjälper vi dig.\n\n`
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text += `Med vänliga hälsningar,\n`
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text += `${company.company_name}\n`
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if (company.org_number) {
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text += `\nOrg.nr: ${company.org_number}`
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if (company.vat_number) text += ` | VAT: ${company.vat_number}`
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if (company.f_skatt) text += ` | Innehar F-skattsedel`
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text += `\n`
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}
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return text
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}
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/**
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* Generate email subject for an invoice
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*/
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export function generateInvoiceEmailSubject(data: InvoiceEmailData): string {
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const { invoice, company } = data
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const documentType = getDocumentLabel(invoice)
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return `${documentType} ${invoice.invoice_number} från ${company.company_name}`
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}
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