* fix(supplier-invoices): self-assess reverse-charge VAT + link payments to vouchers Reverse-charge supplier invoices now carry a per-item reverse_charge_rate (0.06/0.12/0.25). Under omvänd skattskyldighet the supplier charges 0% VAT, so the line vat_rate stays 0 and the buyer self-assesses fiktiv moms at the statutory rate. Centralizes rate resolution (resolveReverseChargeRate) and the ruta 20-24 basis-account guard (isReverseChargeBasisAccount) in vat-entries so the booking engine and review-dialog preview can no longer drift. Adds the link_supplier_invoice_voucher pending operation: mark a leverantorsfaktura paid by linking an existing posted verifikat that debits 2440, with no new journal entry. Exposes find-candidates/link MCP tools and the bulk-reconcile helper, scoped under suppliers:read/write. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(vat): report yearly VAT over the rakenskapsar, not the calendar year Annual VAT (helarsmoms) is filed per beskattningsar/rakenskapsar (SFL 26 kap), which can be extended or shortened up to 18 months. The previous Jan-Dec calendar span silently dropped part of an extended first year. calculateVatDeclaration now accepts a fiscalPeriodId and resolves the period's actual bounds for yearly; monthly/quarterly stay calendar. The reports UI passes the selected fiscal period, defaults the periodicity from the company's moms_period setting, and carries the period into the ruta drill-down. full-archive export threads the period id through too. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(migration): resolve supplier invoice status from payment amounts The provider's lifecycle status and its payment status are computed independently upstream and can contradict each other (e.g. a Fortnox invoice marked booked but fully paid). Both the arcim entity-mapper and the Fortnox mapper now let payment state win: fully paid -> paid, partial -> partially_paid, otherwise the mapped lifecycle status, with credit notes forced terminal. Balance is compared numerically (never strict === 0) so float drift or a residual ore resolves cleanly, and an absent Balance is treated as unpaid. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(enable-banking): only ingest booked transactions to stop re-import drift Pending entries are skipped during sync: a pending row is unstable across syncs (a later 'synka nu' returns it still pending or finally booked, often with a different effective date). Because both the dedup external_id and the content-dedup key are date-derived, that drift minted a new id and re-imported a transaction that already existed - observed in production as the same amount+description landing twice with different dates. Gating the import set on a stable booking_date removes the drift at the source and leaves booked rows' ids byte-identical. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * chore(gitignore): ignore local SIE test fixtures tests/fixtures/sie/ may contain real or scrubbed company data and must never be committed. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(invoice): handle errors during registration journal entry creation and ensure invoice rollback feat(tests): add test for reverse charge rate handling on supplier invoice line items feat(fortnox): ensure paid status reflects zero balance for fully paid invoices chore(migrations): add reverse_charge_rate to supplier_invoice_items and backfill link_supplier_invoice_voucher --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
120 lines
3.4 KiB
TypeScript
120 lines
3.4 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import {
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calculateVatDeclaration,
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formatPeriodLabel,
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} from '@/lib/reports/vat-declaration'
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import { requireCompanyId } from '@/lib/company/context'
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import {
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reportToWorkbook,
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textColumn,
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currencyColumn,
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xlsxFilename,
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} from '@/lib/reports/xlsx-export'
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import {
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VAT_RUTA_LABELS,
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type VatPeriodType,
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type VatDeclarationRutor,
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type AccountingMethod,
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} from '@/types'
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interface RutaRow {
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ruta: string
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label: string
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amount: number
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}
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export async function GET(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = await requireCompanyId(supabase, user.id)
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const { searchParams } = new URL(request.url)
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const periodType = searchParams.get('periodType') as VatPeriodType | null
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const yearStr = searchParams.get('year')
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const periodStr = searchParams.get('period')
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// Yearly = räkenskapsår (see main route); ignored for monthly/quarterly.
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const fiscalPeriodId = searchParams.get('fiscal_period_id') ?? undefined
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if (!periodType || !yearStr || !periodStr) {
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return NextResponse.json(
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{ error: 'periodType, year, and period are required' },
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{ status: 400 }
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)
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}
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if (!['monthly', 'quarterly', 'yearly'].includes(periodType)) {
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return NextResponse.json({ error: 'Invalid periodType' }, { status: 400 })
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}
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const year = parseInt(yearStr, 10)
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const period = parseInt(periodStr, 10)
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if (isNaN(year) || isNaN(period)) {
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return NextResponse.json({ error: 'Invalid year or period' }, { status: 400 })
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}
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const [{ data: settings }, { data: companyRow }] = await Promise.all([
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supabase
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.from('company_settings')
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.select('accounting_method')
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.eq('company_id', companyId)
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.single(),
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supabase
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.from('company_settings')
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.select('company_name')
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.eq('company_id', companyId)
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.single(),
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])
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const accountingMethod = (settings?.accounting_method as AccountingMethod) || 'accrual'
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try {
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const declaration = await calculateVatDeclaration(
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supabase, companyId, periodType, year, period, accountingMethod,
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{ fiscalPeriodId },
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)
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const rows: RutaRow[] = (Object.keys(declaration.rutor) as (keyof VatDeclarationRutor)[]).map(
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(key) => ({
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ruta: key.replace(/^ruta/, 'Ruta '),
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label: VAT_RUTA_LABELS[key],
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amount: declaration.rutor[key],
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}),
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)
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const buffer = reportToWorkbook<RutaRow>([
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{
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name: `Moms ${formatPeriodLabel(periodType, year, period)}`,
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columns: [
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textColumn('Ruta'),
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textColumn('Beskrivning'),
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currencyColumn('Belopp'),
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],
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rows,
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mapRow: (r) => [r.ruta, r.label, r.amount],
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},
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])
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const filename = xlsxFilename(
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'momsdeklaration',
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companyRow?.company_name ?? '',
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declaration.period.end,
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)
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return new NextResponse(new Uint8Array(buffer), {
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headers: {
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'Content-Type': 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
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'Content-Disposition': `attachment; filename="${filename}"`,
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},
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})
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} catch (err) {
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return NextResponse.json(
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{ error: err instanceof Error ? err.message : 'Kunde inte generera momsdeklaration' },
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{ status: 500 }
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)
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}
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}
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