9ce1ebc65f
* feat(reports): bokslutsbilagor, the pärm per räkenskapsår (Reko bilagor, PR 4) One bilaga per balance account as of the balansdag: IB, movement and UB from the trial balance, what it was reconciled against, the difference, the sign-off with who, when and note, and every attached file with its SHA-256; the closing checklist as the first page. JSON and PDF through /api/reports/bokslutsbilagor, in the reports library and on the Avstämning page, and written into every period folder of the full archive. Built from the attested rows, never by recomputing live status. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(reports): load the pärm renderer on demand in the full archive so PDF stubs elsewhere keep working Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(reconciliation): neutral rail dot for a manual account that is merely not attested yet An unsigned manual account without a system specification has nothing to compare against, so an amber dot read as a problem on every balance account of a freshly migrated company. Neutral until it is signed or a specification differs. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
273 lines
11 KiB
TypeScript
273 lines
11 KiB
TypeScript
'use client'
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import { Suspense, useState } from 'react'
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import dynamic from 'next/dynamic'
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import Link from 'next/link'
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import { useRouter, useSearchParams } from 'next/navigation'
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import { useTranslations } from 'next-intl'
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import { ChevronLeft } from 'lucide-react'
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import { PageHeader } from '@/components/ui/page-header'
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import { EmptyState } from '@/components/ui/empty-state'
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import { Card, CardContent } from '@/components/ui/card'
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import { Skeleton } from '@/components/ui/skeleton'
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import { useCompany } from '@/contexts/CompanyContext'
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import { FyPicker } from '@/components/common/FyPicker'
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import { ReportDateRange, type DateRangeValue } from '@/components/common/ReportDateRange'
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import { DimensionFilter, type DimensionFilterValue } from '@/components/reports/DimensionFilter'
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import { DATE_RANGE_SLUGS, DIMENSION_FILTER_SLUGS, getReport } from '@/lib/reports/catalog'
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import type { FiscalPeriod } from '@/types'
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function ReportViewLoading() {
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return (
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<Card>
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<CardContent className="space-y-4 p-6">
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<Skeleton className="h-5 w-32" />
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<Skeleton className="h-64" />
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</CardContent>
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</Card>
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)
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}
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const TrialBalanceView = dynamic(() => import('./lazy-views/TrialBalanceView'), { loading: ReportViewLoading })
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const IncomeStatementView = dynamic(() => import('./lazy-views/IncomeStatementView'), { loading: ReportViewLoading })
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const BalanceSheetView = dynamic(() => import('./lazy-views/BalanceSheetView'), { loading: ReportViewLoading })
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const ResultatrapportView = dynamic(() => import('./lazy-views/ResultatrapportView'), { loading: ReportViewLoading })
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const BalansrapportView = dynamic(() => import('./lazy-views/BalansrapportView'), { loading: ReportViewLoading })
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const VatDeclarationView = dynamic(() => import('./lazy-views/VatDeclarationView'), { loading: ReportViewLoading })
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const SupplierLedgerView = dynamic(() => import('./lazy-views/SupplierLedgerView'), { loading: ReportViewLoading })
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const GeneralLedgerView = dynamic(() => import('./lazy-views/GeneralLedgerView'), { loading: ReportViewLoading })
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const JournalRegisterView = dynamic(() => import('./lazy-views/JournalRegisterView'), { loading: ReportViewLoading })
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const ARLedgerView = dynamic(() => import('./lazy-views/ARLedgerView'), { loading: ReportViewLoading })
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const DimensionPnlView = dynamic(() => import('./lazy-views/DimensionPnlView'), { loading: ReportViewLoading })
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const NEDeclarationView = dynamic(() =>
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import('./NEDeclarationView').then((module) => ({ default: module.NEDeclarationView })),
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{ loading: ReportViewLoading },
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)
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const PeriodiskSammanstallningView = dynamic(() =>
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import('./PeriodiskSammanstallningView').then((module) => ({ default: module.PeriodiskSammanstallningView })),
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{ loading: ReportViewLoading },
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)
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const INK2DeclarationView = dynamic(() =>
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import('./INK2DeclarationView').then((module) => ({ default: module.INK2DeclarationView })),
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{ loading: ReportViewLoading },
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)
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const BehandlingshistorikView = dynamic(() =>
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import('./BehandlingshistorikView').then((module) => ({ default: module.BehandlingshistorikView })),
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{ loading: ReportViewLoading },
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)
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const BokslutsbilagorView = dynamic(() =>
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import('./BokslutsbilagorView').then((module) => ({ default: module.BokslutsbilagorView })),
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{ loading: ReportViewLoading },
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)
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/**
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* The focused single-report experience at /reports/[slug]. Carries one report:
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* a back link to the library, the shared fiscal-year selector (restored from
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* localStorage so it matches the year picked on the landing), the report's
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* optional date-range control, and the report body. Drilling into an account
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* navigates to /reports/huvudbok?account=…: drill state lives in the URL.
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*/
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function FocusedReportInner({
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slug,
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initialPeriods,
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initialCompanyId,
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}: {
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slug: string
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initialPeriods: FiscalPeriod[]
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initialCompanyId: string | null
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}) {
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const router = useRouter()
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const searchParams = useSearchParams()
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const { company } = useCompany()
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const t = useTranslations('reports')
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const [selectedPeriod, setSelectedPeriod] = useState('')
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const [selectedPeriodBounds, setSelectedPeriodBounds] = useState<{ start: string; end: string } | null>(null)
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const [dateRange, setDateRange] = useState<DateRangeValue>({})
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const [dimensionFilter, setDimensionFilter] = useState<DimensionFilterValue | null>(null)
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const [isReady, setIsReady] = useState(false)
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const report = getReport(slug)
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// Calendar (VAT family) and param-less reports don't need a fiscal period.
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const isPeriodless = report?.params === 'calendar' || report?.params === 'none'
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// Nav-promoted pages (Momsdeklaration) drop the library chrome: no back
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// link, no shell fiscal-year selector — the view owns its period controls.
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const isStandalone = !!report?.standalone
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const reportName = report ? t(report.labelKey) : slug
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const accountFilter = searchParams.get('account')
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const isEnskildFirma = company?.entity_type === 'enskild_firma'
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const isAktiebolag = company?.entity_type === 'aktiebolag'
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// Drilling from a report into the general ledger is a route change, so the
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// account lands in the URL and the browser back button returns to the report.
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const navigateToAccount = (accountNumber: string) => {
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router.push(`/reports/huvudbok?account=${encodeURIComponent(accountNumber)}`)
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}
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return (
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<div className="space-y-8">
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{!isStandalone && (
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<Link
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href="/reports"
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className="inline-flex items-center gap-1 text-sm text-muted-foreground hover:text-foreground transition-colors"
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>
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<ChevronLeft className="h-4 w-4" />
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{t('back_to_library')}
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</Link>
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)}
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{/* Standalone pages (Momsdeklaration) render their own PageHeader so
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the primary action can live on the title row; the view receives the
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title via pageTitle instead. */}
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{!isStandalone && (
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<PageHeader
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title={reportName}
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// Page help behind a "?" (UI-migration convention 7): the report
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// bodies carry no instructional copy in the page flow.
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help={
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undefined
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}
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action={
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<FyPicker
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value={selectedPeriod || null}
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onChange={(id, period) => {
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setSelectedPeriod(id || '')
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setSelectedPeriodBounds(
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period ? { start: period.period_start, end: period.period_end } : null,
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)
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setDateRange({})
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}}
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includeAllOption={false}
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hideFuturePeriods
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onReady={() => setIsReady(true)}
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initialPeriods={initialPeriods}
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initialCompanyId={initialCompanyId}
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/>
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}
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/>
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)}
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{DATE_RANGE_SLUGS.has(slug) && selectedPeriodBounds && (
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<ReportDateRange
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periodStart={selectedPeriodBounds.start}
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periodEnd={selectedPeriodBounds.end}
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value={dateRange}
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onChange={setDateRange}
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/>
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)}
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{DIMENSION_FILTER_SLUGS.has(slug) && selectedPeriod && (
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<DimensionFilter value={dimensionFilter} onChange={setDimensionFilter} />
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)}
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{!isReady && !isPeriodless ? (
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<Card>
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<CardContent className="p-6 space-y-4">
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<Skeleton className="h-5 w-32" />
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<Skeleton className="h-64" />
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</CardContent>
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</Card>
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) : isPeriodless || selectedPeriod ? (
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<FocusedView
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slug={slug}
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reportName={reportName}
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periodId={selectedPeriod}
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dateRange={dateRange}
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dimensionFilter={dimensionFilter}
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accountFilter={accountFilter}
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isEnskildFirma={isEnskildFirma}
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isAktiebolag={isAktiebolag}
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onNavigateToAccount={navigateToAccount}
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/>
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) : (
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<EmptyState
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title="Inget räkenskapsår valt"
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description="Skapa ett räkenskapsår för att kunna se rapporter."
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actionLabel="Gå till inställningar"
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actionHref="/settings"
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/>
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)}
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</div>
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)
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}
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function FocusedView({
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slug,
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reportName,
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periodId,
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dateRange,
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dimensionFilter,
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accountFilter,
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isEnskildFirma,
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isAktiebolag,
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onNavigateToAccount,
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}: {
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slug: string
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reportName: string
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periodId: string
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dateRange: DateRangeValue
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dimensionFilter: DimensionFilterValue | null
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accountFilter: string | null
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isEnskildFirma: boolean
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isAktiebolag: boolean
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onNavigateToAccount: (account: string) => void
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}) {
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switch (slug) {
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case 'resultatrapport':
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return <ResultatrapportView periodId={periodId} dateRange={dateRange} dimensionFilter={dimensionFilter} onNavigateToAccount={onNavigateToAccount} />
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case 'dimension-pnl':
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return <DimensionPnlView periodId={periodId} dateRange={dateRange} />
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case 'balansrapport':
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return <BalansrapportView periodId={periodId} dateRange={dateRange} onNavigateToAccount={onNavigateToAccount} />
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case 'trial-balance':
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return <TrialBalanceView periodId={periodId} onNavigateToAccount={onNavigateToAccount} />
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case 'income-statement':
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return <IncomeStatementView periodId={periodId} dateRange={dateRange} dimensionFilter={dimensionFilter} onNavigateToAccount={onNavigateToAccount} />
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case 'balance-sheet':
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return <BalanceSheetView periodId={periodId} dateRange={dateRange} onNavigateToAccount={onNavigateToAccount} />
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case 'vat-declaration':
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return <VatDeclarationView pageTitle={reportName} />
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case 'periodisk-sammanstallning':
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return <PeriodiskSammanstallningView />
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case 'ne-declaration':
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return isEnskildFirma ? <NEDeclarationView periodId={periodId} /> : null
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case 'ink2-declaration':
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return isAktiebolag ? <INK2DeclarationView periodId={periodId} /> : null
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case 'huvudbok':
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return <GeneralLedgerView periodId={periodId} initialAccountFilter={accountFilter} dimensionFilter={dimensionFilter} dateRange={dateRange} />
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case 'grundbok':
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return <JournalRegisterView periodId={periodId} />
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case 'kundreskontra':
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return <ARLedgerView periodId={periodId} />
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case 'supplier-ledger':
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return <SupplierLedgerView periodId={periodId} />
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case 'behandlingshistorik':
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return <BehandlingshistorikView periodId={periodId} dateRange={dateRange} />
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case 'bokslutsbilagor':
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return <BokslutsbilagorView key={periodId} periodId={periodId} />
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default:
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return null
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}
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}
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export function FocusedReport({
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slug,
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initialPeriods,
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initialCompanyId,
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}: {
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slug: string
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initialPeriods: FiscalPeriod[]
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initialCompanyId: string | null
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}) {
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return (
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<Suspense fallback={<div className="space-y-8" />}>
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<FocusedReportInner
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slug={slug}
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initialPeriods={initialPeriods}
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initialCompanyId={initialCompanyId}
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/>
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</Suspense>
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)
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}
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