Files
accounted/app/api/reports/vat-declaration/xlsx/route.ts
T
MattssonandClaude Opus 4.8 f6ee0c2a82 Bug/customer invoice bug (#628)
* 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>
2026-06-02 13:25:48 +02:00

120 lines
3.4 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import {
calculateVatDeclaration,
formatPeriodLabel,
} from '@/lib/reports/vat-declaration'
import { requireCompanyId } from '@/lib/company/context'
import {
reportToWorkbook,
textColumn,
currencyColumn,
xlsxFilename,
} from '@/lib/reports/xlsx-export'
import {
VAT_RUTA_LABELS,
type VatPeriodType,
type VatDeclarationRutor,
type AccountingMethod,
} from '@/types'
interface RutaRow {
ruta: string
label: string
amount: number
}
export async function GET(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const companyId = await requireCompanyId(supabase, user.id)
const { searchParams } = new URL(request.url)
const periodType = searchParams.get('periodType') as VatPeriodType | null
const yearStr = searchParams.get('year')
const periodStr = searchParams.get('period')
// Yearly = räkenskapsår (see main route); ignored for monthly/quarterly.
const fiscalPeriodId = searchParams.get('fiscal_period_id') ?? undefined
if (!periodType || !yearStr || !periodStr) {
return NextResponse.json(
{ error: 'periodType, year, and period are required' },
{ status: 400 }
)
}
if (!['monthly', 'quarterly', 'yearly'].includes(periodType)) {
return NextResponse.json({ error: 'Invalid periodType' }, { status: 400 })
}
const year = parseInt(yearStr, 10)
const period = parseInt(periodStr, 10)
if (isNaN(year) || isNaN(period)) {
return NextResponse.json({ error: 'Invalid year or period' }, { status: 400 })
}
const [{ data: settings }, { data: companyRow }] = await Promise.all([
supabase
.from('company_settings')
.select('accounting_method')
.eq('company_id', companyId)
.single(),
supabase
.from('company_settings')
.select('company_name')
.eq('company_id', companyId)
.single(),
])
const accountingMethod = (settings?.accounting_method as AccountingMethod) || 'accrual'
try {
const declaration = await calculateVatDeclaration(
supabase, companyId, periodType, year, period, accountingMethod,
{ fiscalPeriodId },
)
const rows: RutaRow[] = (Object.keys(declaration.rutor) as (keyof VatDeclarationRutor)[]).map(
(key) => ({
ruta: key.replace(/^ruta/, 'Ruta '),
label: VAT_RUTA_LABELS[key],
amount: declaration.rutor[key],
}),
)
const buffer = reportToWorkbook<RutaRow>([
{
name: `Moms ${formatPeriodLabel(periodType, year, period)}`,
columns: [
textColumn('Ruta'),
textColumn('Beskrivning'),
currencyColumn('Belopp'),
],
rows,
mapRow: (r) => [r.ruta, r.label, r.amount],
},
])
const filename = xlsxFilename(
'momsdeklaration',
companyRow?.company_name ?? '',
declaration.period.end,
)
return new NextResponse(new Uint8Array(buffer), {
headers: {
'Content-Type': 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
'Content-Disposition': `attachment; filename="${filename}"`,
},
})
} catch (err) {
return NextResponse.json(
{ error: err instanceof Error ? err.message : 'Kunde inte generera momsdeklaration' },
{ status: 500 }
)
}
}