* refactor: update VAT handling logic for non-registered sellers and improve related comments * chore: gate automated email flows behind 503 responses Disables user-facing access to invoice payment reminders and salary payslip email sending. Underlying lib code (reminder-processor, PDF templates, notification_settings) is preserved for easy re-enable. - Invoice reminders cron route returns 503; settings UI section removed. - Payslip send route returns 503; original implementation kept as _sendPayslipsImpl for future re-enable. - Push notifications were already extension-disabled, no change needed. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: remove Recapt feedback widget Strips the third-party Recapt SDK and its floating feedback bubble from the app. The in-app contact form keeps working via the existing email channel (/api/support/contact). Drops the Recapt entries from the CSP and the subprocessor list in the privacy policy. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: reject meaningless rättelser in correctEntry Guard against zero-economic-effect corrections in the storno engine: - Reject when proposed lines net to zero on every account (e.g. 1930 debit 100 / 1930 credit 100), which would erase the original posting without representing any affärshändelse (BFL 5 kap. 5 §). - Reject when proposed lines are an exact multiset match of the original entry — a rättelse must actually change something. New MeaninglessCorrectionError wired through bookkeepingErrorResponse (HTTP 400) and the Swedish error translator. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add date-range picker to resultat- and balansrapport Adds optional from/to date filtering to the four operational financial reports (resultatrapport, balansrapport, income-statement, balance-sheet) so users can view a month, quarter, or custom range inside a fiscal year without leaving the report. Defaults to YTD; "Hela året" preserves the prior full-period behaviour (URL-identical, cache-stable). - trial-balance engine accepts optional fromDate/toDate, rolling prior in-period activity into IB and clamping period activity to the window - 12 API routes accept and validate from_date/to_date query params - ReportDateRange chip picker persists preset per company, only renders on the four relevant tabs - FiscalYearSelector now emits the period object so the range picker has bounds without an extra fetch - PDF/XLSX filenames reflect the chosen range - Resultatrapport drops the prior-year column when narrowed (full-year vs partial-year would mislead) - 11 new tests (engine + parser); all existing report tests pass Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add support for marking journal entries as "no document required" - Introduced a new sidecar table `journal_entry_no_doc_required` to track entries that do not require separate documentation (e.g., bank fees, interest). - Implemented API routes for creating and deleting exemptions, including validation and authorization checks. - Added a toggle component in the UI to allow users to mark entries as exempt, with an optional reason. - Updated relevant tests to cover the new functionality, including RLS checks and cascading deletes. - Enhanced existing schemas and types to accommodate the new `vat_amount` field for supplier invoice items. * fix: address PR review findings on no-doc-required + VAT changes - pg-real cascade test wraps DELETE in gnubok.allow_delete='true' txn so the immutability trigger bypass fires (mirrors delete_last_voucher RPC). - Clamp supplier-invoice item vat_amount to <= line_total * vat_rate via Zod refinement (with 1-öre rounding tolerance) so the manual override can't inflate the 2641 debit beyond the statutory ceiling. - groupVatByRate falls back to line_total * rate when stored vat_amount is 0 with a positive rate, so legacy/import paths leaving the column at its NOT NULL DEFAULT 0 don't silently understate ruta 48. - ReportDateRange todayIso() and preset endpoints use local date components instead of toISOString() (UTC) — fixes the midnight-to-02:00 off-by-one that truncated a day from YTD / this-month / this-quarter for Swedish users. - NoDocRequiredToggle restores the previous reason on failed POST/DELETE so the rolled-back toggle state stays consistent with the rendered reason. - Document the company-scoped (not user-scoped) DELETE authorization policy on the no-document-required route. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
251 lines
8.7 KiB
TypeScript
251 lines
8.7 KiB
TypeScript
'use client'
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import { useEffect, useState } from 'react'
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import {
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Dialog,
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DialogContent,
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DialogHeader,
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DialogTitle,
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DialogDescription,
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DialogFooter,
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} from '@/components/ui/dialog'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import { Textarea } from '@/components/ui/textarea'
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
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import { Loader2, AlertTriangle } from 'lucide-react'
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import { isStandardBASAccount } from '@/lib/bookkeeping/bas-reference'
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import type { BASAccount } from '@/types'
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interface AddAccountDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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onCreated: (account: BASAccount) => void
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initialAccountNumber?: string
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initialAccountName?: string
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}
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function deriveAccountType(accountNumber: string): { type: string; balance: string } {
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const cls = parseInt(accountNumber[0])
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switch (cls) {
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case 1: return { type: 'asset', balance: 'debit' }
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case 2: {
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const group = parseInt(accountNumber.substring(0, 2))
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if (group <= 20) return { type: 'equity', balance: 'credit' }
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return { type: 'liability', balance: 'credit' }
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}
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case 3: return { type: 'revenue', balance: 'credit' }
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case 4: case 5: case 6: case 7: return { type: 'expense', balance: 'debit' }
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case 8: {
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const group = parseInt(accountNumber.substring(0, 2))
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if (group >= 83 && group <= 83) return { type: 'revenue', balance: 'credit' }
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if (group >= 84 && group <= 84) return { type: 'expense', balance: 'debit' }
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return { type: 'expense', balance: 'debit' }
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}
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default: return { type: 'expense', balance: 'debit' }
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}
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}
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export function AddAccountDialog({
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open,
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onOpenChange,
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onCreated,
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initialAccountNumber,
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initialAccountName,
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}: AddAccountDialogProps) {
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const [accountNumber, setAccountNumber] = useState('')
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const [accountName, setAccountName] = useState('')
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const [description, setDescription] = useState('')
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const [defaultVatCode, setDefaultVatCode] = useState('')
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const [sruCode, setSruCode] = useState('')
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const [normalBalance, setNormalBalance] = useState<'debit' | 'credit'>('debit')
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const [isSaving, setIsSaving] = useState(false)
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const [error, setError] = useState('')
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// Apply prefill values whenever the dialog opens. Resetting on close happens
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// implicitly after a successful create; here we only need to seed inputs so
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// the user doesn't retype what the combobox already captured.
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useEffect(() => {
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if (!open) return
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const num = (initialAccountNumber ?? '').replace(/\D/g, '').slice(0, 4)
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setAccountNumber(num)
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setAccountName(initialAccountName ?? '')
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setError('')
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if (num.length === 4) {
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setNormalBalance(deriveAccountType(num).balance as 'debit' | 'credit')
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}
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}, [open, initialAccountNumber, initialAccountName])
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const isBASMatch = accountNumber.length === 4 && isStandardBASAccount(accountNumber)
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const derived = accountNumber.length === 4 ? deriveAccountType(accountNumber) : null
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async function handleCreate() {
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setError('')
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if (!/^\d{4}$/.test(accountNumber)) {
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setError('Kontonumret måste vara exakt 4 siffror')
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return
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}
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if (!accountName.trim()) {
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setError('Kontonamn krävs')
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return
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}
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setIsSaving(true)
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try {
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const response = await fetch('/api/bookkeeping/accounts', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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account_number: accountNumber,
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account_name: accountName.trim(),
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account_type: derived?.type || 'expense',
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normal_balance: normalBalance,
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description: description || null,
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default_vat_code: defaultVatCode || null,
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sru_code: sruCode || null,
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}),
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})
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if (!response.ok) {
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const data = await response.json()
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throw new Error(data.error || 'Kunde inte skapa kontot')
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}
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const { data: createdAccount } = await response.json() as { data: BASAccount }
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// Reset form
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setAccountNumber('')
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setAccountName('')
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setDescription('')
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setDefaultVatCode('')
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setSruCode('')
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onCreated(createdAccount)
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onOpenChange(false)
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Något gick fel')
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} finally {
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setIsSaving(false)
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}
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}
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>Lägg till eget konto</DialogTitle>
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<DialogDescription>
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Skapa ett eget konto utanför BAS-standarden
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</DialogDescription>
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</DialogHeader>
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<div className="space-y-4 py-2">
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{isBASMatch && (
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<div className="flex items-start gap-2 rounded-lg bg-warning/10 border border-warning/30 p-3">
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<AlertTriangle className="h-4 w-4 text-warning-foreground mt-0.5 shrink-0" />
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<p className="text-sm text-warning-foreground">
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Kontonummer {accountNumber} finns i BAS-standarden. Använd "BAS-katalog"-fliken för att aktivera standardkonton istället.
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</p>
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</div>
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)}
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<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
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<div className="space-y-2">
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<Label>Kontonummer</Label>
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<Input
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value={accountNumber}
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onChange={(e) => {
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const v = e.target.value.replace(/\D/g, '').slice(0, 4)
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setAccountNumber(v)
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if (v.length === 4) {
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const d = deriveAccountType(v)
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setNormalBalance(d.balance as 'debit' | 'credit')
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}
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}}
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placeholder="T.ex. 1935"
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maxLength={4}
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className="font-mono"
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/>
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</div>
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<div className="space-y-2">
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<Label>Normal saldo</Label>
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<Select value={normalBalance} onValueChange={(v) => { if (v) setNormalBalance(v as 'debit' | 'credit') }}>
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<SelectTrigger>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="debit">Debet</SelectItem>
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<SelectItem value="credit">Kredit</SelectItem>
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</SelectContent>
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</Select>
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</div>
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</div>
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{derived && (
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<p className="text-xs text-muted-foreground">
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Auto-detekterad typ:{' '}
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<span className="font-medium">
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{derived.type === 'asset' ? 'Tillgång' : derived.type === 'liability' ? 'Skuld' : derived.type === 'equity' ? 'Eget kapital' : derived.type === 'revenue' ? 'Intäkt' : 'Kostnad'}
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</span>
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</p>
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)}
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<div className="space-y-2">
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<Label>Kontonamn</Label>
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<Input
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value={accountName}
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onChange={(e) => setAccountName(e.target.value)}
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placeholder="T.ex. Sparkonto företag"
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/>
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</div>
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<div className="space-y-2">
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<Label>Beskrivning <span className="text-muted-foreground">(valfritt)</span></Label>
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<Textarea
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value={description}
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onChange={(e) => setDescription(e.target.value)}
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placeholder="Kort beskrivning av kontots användning"
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rows={2}
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/>
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</div>
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<div className="grid grid-cols-2 gap-4">
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<div className="space-y-2">
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<Label>Momskod <span className="text-muted-foreground">(valfritt)</span></Label>
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<Input
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value={defaultVatCode}
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onChange={(e) => setDefaultVatCode(e.target.value)}
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placeholder="T.ex. MP1"
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/>
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</div>
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<div className="space-y-2">
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<Label>SRU-kod <span className="text-muted-foreground">(valfritt)</span></Label>
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<Input
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value={sruCode}
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onChange={(e) => setSruCode(e.target.value)}
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placeholder="T.ex. 7201"
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/>
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</div>
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</div>
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{error && (
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<p className="text-sm text-destructive">{error}</p>
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)}
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => onOpenChange(false)}>
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Avbryt
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</Button>
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<Button onClick={handleCreate} disabled={isSaving || accountNumber.length !== 4 || !accountName.trim()}>
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{isSaving && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
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Skapa konto
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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)
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}
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