Em dashes (—) and en dashes (–) had spread across comments, docs, tests, and a few UI strings, reading as AI-generated boilerplate rather than house style. Replaced each with punctuation matching its context: colon for explanatory clauses, comma for asides, plain hyphen for numeric/legal ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for paired-dash asides. messages/en.json and messages/sv.json were fixed by hand together to keep sv/en in sync. Left untouched where the dash is the functional subject rather than decorative punctuation: date-range-parser.ts's separator regex, charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the agent system-prompt files that already instruct against em dashes, and a golden iXBRL test fixture compared byte-for-byte. Also fixes two bugs surfaced along the way: an off-by-one in ApiKeysPanel's scope-label split (a leftover from an earlier partial pass), and a charset-repair test that had lost the literal en-dash it exists to verify. Regenerated the agent atom seed migration (skills:generate) since 27 SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes, with an explicit carve-out for the functional-dash cases above. Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
154 lines
5.1 KiB
TypeScript
154 lines
5.1 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
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import { fetchAllRows } from '@/lib/supabase/fetch-all'
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export interface MonthlyBreakdownMonth {
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label: string
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income: number
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expenses: number
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net: number
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}
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export interface MonthlyBreakdown {
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months: MonthlyBreakdownMonth[]
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}
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const MONTH_LABELS = [
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'Jan', 'Feb', 'Mar', 'Apr', 'Maj', 'Jun',
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'Jul', 'Aug', 'Sep', 'Okt', 'Nov', 'Dec',
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]
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/**
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* Generate monthly income vs expenses breakdown for a fiscal period.
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*
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* Groups posted journal entry lines by month and account class:
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* - Class 3 (30xx) = revenue (credit side)
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* - Class 4-7 (40xx-79xx) = expenses (debit side)
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*/
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export async function generateMonthlyBreakdown(
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supabase: SupabaseClient,
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companyId: string,
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fiscalPeriodId: string,
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options?: {
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/** SIE dim → code filter ({"6":"P001"}). Without it a dimension-scoped
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* KPI view would silently chart company-wide months. */
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dimensions?: Record<string, string>
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}
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): Promise<MonthlyBreakdown> {
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// Get the fiscal period date range
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const { data: period, error: periodError } = await supabase
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.from('fiscal_periods')
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.select('period_start, period_end')
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.eq('id', fiscalPeriodId)
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.eq('company_id', companyId)
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.single()
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if (periodError || !period) {
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return { months: [] }
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}
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// Get all posted journal entry lines for this period with their entry dates
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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let lines: any[]
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try {
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lines = await fetchAllRows(({ from, to }) => {
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let query = supabase
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.from('journal_entry_lines')
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.select(`
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account_number,
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debit_amount,
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credit_amount,
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journal_entry:journal_entries!inner(
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entry_date,
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status,
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company_id,
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fiscal_period_id
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)
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`)
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.eq('journal_entries.fiscal_period_id', fiscalPeriodId)
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.eq('journal_entries.company_id', companyId)
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.eq('journal_entries.status', 'posted')
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if (options?.dimensions && Object.keys(options.dimensions).length > 0) {
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// jsonb containment (@>): served by idx_jel_dimensions_gin.
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query = query.contains('dimensions', options.dimensions)
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}
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// Stable total order for correct paging (see fetch-all.ts).
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return query.order('id', { ascending: true }).range(from, to)
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})
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} catch {
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return { months: [] }
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}
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// Build monthly aggregates using year-aware keys ("2024-03", "2024-04", etc.)
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// to avoid data corruption for non-calendar fiscal years (e.g., Apr-Mar)
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const monthMap = new Map<string, { year: number; month: number; income: number; expenses: number }>()
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// Initialize all months in the period range
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const startDate = new Date(period.period_start)
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const endDate = new Date(period.period_end)
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for (
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let y = startDate.getFullYear(), m = startDate.getMonth();
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y < endDate.getFullYear() || (y === endDate.getFullYear() && m <= endDate.getMonth());
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m === 11 ? (y++, m = 0) : m++
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) {
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const key = `${y}-${String(m).padStart(2, '0')}`
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monthMap.set(key, { year: y, month: m, income: 0, expenses: 0 })
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}
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for (const line of lines) {
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const entry = line.journal_entry as {
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entry_date: string
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status: string
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company_id: string
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fiscal_period_id: string
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}
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const accountClass = parseInt(line.account_number.charAt(0))
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const entryDate = new Date(entry.entry_date)
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const key = `${entryDate.getFullYear()}-${String(entryDate.getMonth()).padStart(2, '0')}`
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if (!monthMap.has(key)) {
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monthMap.set(key, { year: entryDate.getFullYear(), month: entryDate.getMonth(), income: 0, expenses: 0 })
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}
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const bucket = monthMap.get(key)!
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if (accountClass === 3) {
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// Revenue accounts: credit side represents revenue
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bucket.income = Math.round((bucket.income + line.credit_amount - line.debit_amount) * 100) / 100
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} else if (accountClass >= 4 && accountClass <= 7) {
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// Expense accounts: debit side represents expenses
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bucket.expenses = Math.round((bucket.expenses + line.debit_amount - line.credit_amount) * 100) / 100
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} else if (accountClass === 8 && line.account_number !== '8999') {
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// Financial items (class 8): interest, exchange gains/losses, etc.
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// 8999 "Årets resultat" is a year-end closing account: its debit/credit
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// mirrors the computed profit, so including it here would cancel the
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// period's income-vs-expense signal on the month of closing.
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const amount = line.credit_amount - line.debit_amount
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if (amount >= 0) {
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bucket.income = Math.round((bucket.income + amount) * 100) / 100
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} else {
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bucket.expenses = Math.round((bucket.expenses + Math.abs(amount)) * 100) / 100
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}
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}
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}
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// Convert to sorted array (keys sort naturally as "YYYY-MM")
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const months: MonthlyBreakdownMonth[] = []
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const sortedKeys = Array.from(monthMap.keys()).sort()
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for (const key of sortedKeys) {
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const data = monthMap.get(key)!
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months.push({
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label: MONTH_LABELS[data.month],
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income: data.income,
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expenses: data.expenses,
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net: Math.round((data.income - data.expenses) * 100) / 100,
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})
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}
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return { months }
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}
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