feat(reports): PDF download for Resultatrapport and Balansrapport (#366)
* feat(reports): PDF download for Resultatrapport and Balansrapport User feedback after merging #363: "Ladda ner PDF saknas för de nya resultat- och balansrapporterna." The previous PR deferred PDFs to a follow-up; this is the follow-up. New operational PDF template (`operational-report-pdf-template.tsx`) with two exports — ResultatrapportPDF and BalansrapportPDF. Mirrors the visual style of the formal FinancialStatementPDF but **omits the yellow "Arbetsutkast – ej undertecknat" disclaimer**, which only belongs on draft årsredovisning per ÅRL 2:7 §. These are löpande reports, never an årsredovisning at any stage. Resultatrapport PDF: account / name / current period / prior period (prior column hidden when no previous fiscal period exists), grouped by BAS account class with subtotals and a "Beräknat resultat" summary line. Balansrapport PDF: account / name / IB / UB / förändring per class 1 and class 2, with the same Balanscheck card the on-screen view shows (Summa tillgångar, Summa eget kapital + reserver + skulder, Beräknat resultat ej bokslutsjusterat, Balanserar / Balanserar ej verdict). Wired up "Ladda ner PDF" buttons on both ResultatrapportView and BalansrapportView. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(reports): prevent PDF row truncation; align Balansrapport filename Two crucial fixes from the PR review: - Drop wrap={false} from the outer group <View> in both PDFs. With wrap=false on a group exceeding one A4 page, @react-pdf/renderer silently clips overflow rows. Large class 1 (80+ active accounts on a real company) was at risk of dropping rows from the rendered file with no warning. Outer group now wraps; wrap={false} retained on individual rows and the subtotal so neither breaks mid-line. - Balansrapport filename anchor changed from period.end to period.start to match the convention used by resultatrapport, balance-sheet, and income-statement PDF routes. The Swedish compliance bot preferred period.end (snapshot semantics), Greptile preferred period.start (cross-route consistency); the latter wins because predictable sorting/renaming matters for archived räkenskapsinformation. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
fd1db89603
commit
74de71f7be
@@ -915,6 +915,17 @@ function ResultatrapportView({ periodId, onNavigateToAccount }: { periodId: stri
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return (
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<div className="space-y-4">
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<div className="flex justify-end">
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<Button
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variant="outline"
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size="sm"
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onClick={() => window.open(`/api/reports/resultatrapport/pdf?period_id=${periodId}`, '_blank')}
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>
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<Download className="h-4 w-4 mr-2" />
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Ladda ner PDF
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</Button>
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</div>
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<Card>
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<CardContent className="p-0">
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<div className="overflow-x-auto">
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@@ -1042,6 +1053,17 @@ function BalansrapportView({ periodId, onNavigateToAccount }: { periodId: string
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return (
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<div className="space-y-4">
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<div className="flex justify-end">
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<Button
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variant="outline"
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size="sm"
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onClick={() => window.open(`/api/reports/balansrapport/pdf?period_id=${periodId}`, '_blank')}
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>
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<Download className="h-4 w-4 mr-2" />
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Ladda ner PDF
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</Button>
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</div>
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<Card>
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<CardContent className="p-0">
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<div className="overflow-x-auto">
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@@ -0,0 +1,79 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { renderToBuffer } from '@react-pdf/renderer'
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import { generateBalansrapport } from '@/lib/reports/balansrapport'
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import { BalansrapportPDF } from '@/lib/reports/operational-report-pdf-template'
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import { requireCompanyId } from '@/lib/company/context'
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import type { CompanySettings } from '@/types'
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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 periodId = searchParams.get('period_id')
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if (!periodId) {
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return NextResponse.json({ error: 'period_id is required' }, { status: 400 })
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}
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const [{ data: period }, { data: companyRow }] = await Promise.all([
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supabase
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.from('fiscal_periods')
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.select('period_start, period_end')
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.eq('id', periodId)
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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('*')
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.eq('company_id', companyId)
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.single(),
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])
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if (!companyRow) {
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return NextResponse.json({ error: 'Företagsinställningar saknas' }, { status: 404 })
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}
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if (!period) {
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return NextResponse.json(
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{ error: 'Räkenskapsperioden kunde inte läsas. Välj en befintlig period innan du genererar PDF.' },
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{ status: 400 }
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)
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}
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try {
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const report = await generateBalansrapport(supabase, companyId, periodId)
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const pdfBuffer = await renderToBuffer(
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BalansrapportPDF({
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report,
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company: companyRow as CompanySettings,
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generatedAt: new Date().toISOString(),
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})
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)
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// Anchor on period.start to match the convention used by every other
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// report PDF route in this repo (resultatrapport, balance-sheet,
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// income-statement). A balansrapport is a snapshot at period end, but
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// consistent filenames let users sort and script-rename predictably.
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const filename = `balansrapport-${report.period.start}.pdf`
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return new Response(new Uint8Array(pdfBuffer), {
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headers: {
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'Content-Type': 'application/pdf',
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'Content-Disposition': `attachment; filename="${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 balansrapport' },
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{ status: 500 }
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)
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}
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}
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@@ -0,0 +1,77 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { renderToBuffer } from '@react-pdf/renderer'
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import { generateResultatrapport } from '@/lib/reports/resultatrapport'
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import { ResultatrapportPDF } from '@/lib/reports/operational-report-pdf-template'
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import { requireCompanyId } from '@/lib/company/context'
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import type { CompanySettings } from '@/types'
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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 periodId = searchParams.get('period_id')
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if (!periodId) {
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return NextResponse.json({ error: 'period_id is required' }, { status: 400 })
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}
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const [{ data: period }, { data: companyRow }] = await Promise.all([
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supabase
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.from('fiscal_periods')
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.select('period_start, period_end')
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.eq('id', periodId)
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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('*')
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.eq('company_id', companyId)
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.single(),
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])
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if (!companyRow) {
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return NextResponse.json({ error: 'Företagsinställningar saknas' }, { status: 404 })
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}
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// An identifiable period is part of räkenskapsinformation (BFL 7 kap). Refuse
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// to render a PDF that can't be archived with the period it refers to.
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if (!period) {
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return NextResponse.json(
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{ error: 'Räkenskapsperioden kunde inte läsas. Välj en befintlig period innan du genererar PDF.' },
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{ status: 400 }
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)
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}
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try {
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const report = await generateResultatrapport(supabase, companyId, periodId)
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const pdfBuffer = await renderToBuffer(
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ResultatrapportPDF({
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report,
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company: companyRow as CompanySettings,
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generatedAt: new Date().toISOString(),
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})
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)
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const filename = `resultatrapport-${report.period.start}.pdf`
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return new Response(new Uint8Array(pdfBuffer), {
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headers: {
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'Content-Type': 'application/pdf',
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'Content-Disposition': `attachment; filename="${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 resultatrapport' },
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{ status: 500 }
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)
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}
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}
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@@ -0,0 +1,453 @@
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import {
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Document,
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Page,
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Text,
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View,
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StyleSheet,
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} from '@react-pdf/renderer'
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import type {
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CompanySettings,
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ResultatrapportReport,
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BalansrapportReport,
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} from '@/types'
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// Operational reports (Resultatrapport / Balansrapport) are löpande
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// bookkeeping documents, not draft årsredovisning per ÅRL 2:7 §, so this
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// template intentionally omits the yellow "Arbetsutkast" disclaimer that
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// FinancialStatementPDF carries.
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const styles = StyleSheet.create({
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page: {
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paddingTop: 40,
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paddingHorizontal: 40,
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paddingBottom: 60,
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fontSize: 10,
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fontFamily: 'Helvetica',
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},
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header: {
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flexDirection: 'row',
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justifyContent: 'space-between',
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alignItems: 'flex-start',
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marginBottom: 24,
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paddingBottom: 14,
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borderBottomWidth: 1,
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borderBottomColor: '#d4d4d4',
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},
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titleBlock: {
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flex: 1,
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},
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title: {
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fontSize: 20,
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fontWeight: 'bold',
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color: '#1a1a1a',
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marginBottom: 4,
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},
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subtitle: {
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fontSize: 11,
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color: '#333',
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marginBottom: 2,
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},
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period: {
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fontSize: 10,
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color: '#666',
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},
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companyInfo: {
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textAlign: 'right',
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},
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companyName: {
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fontSize: 11,
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fontWeight: 'bold',
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marginBottom: 2,
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},
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companyMeta: {
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fontSize: 9,
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color: '#666',
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},
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tableHeader: {
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flexDirection: 'row',
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paddingVertical: 4,
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borderBottomWidth: 0.5,
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borderBottomColor: '#1a1a1a',
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marginBottom: 2,
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},
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tableHeaderText: {
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fontSize: 9,
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fontWeight: 'bold',
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color: '#444',
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textTransform: 'uppercase',
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letterSpacing: 0.5,
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},
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groupHeading: {
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fontSize: 11,
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fontWeight: 'bold',
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color: '#1a1a1a',
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marginTop: 12,
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marginBottom: 4,
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paddingBottom: 3,
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borderBottomWidth: 0.5,
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borderBottomColor: '#888',
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},
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row: {
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flexDirection: 'row',
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paddingVertical: 2,
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},
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subtotalRow: {
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flexDirection: 'row',
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paddingVertical: 4,
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marginTop: 2,
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borderTopWidth: 0.5,
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borderTopColor: '#888',
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marginBottom: 4,
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},
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colAccount: {
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width: 48,
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color: '#666',
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fontFamily: 'Courier',
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},
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colName: {
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flex: 1,
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color: '#1a1a1a',
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paddingRight: 12,
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},
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colAmount: {
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width: 90,
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textAlign: 'right',
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fontFamily: 'Courier',
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color: '#1a1a1a',
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},
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colAmountMuted: {
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width: 90,
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textAlign: 'right',
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fontFamily: 'Courier',
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color: '#666',
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},
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subtotalLabel: {
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flex: 1,
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fontStyle: 'italic',
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color: '#444',
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paddingLeft: 48,
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},
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subtotalAmount: {
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width: 90,
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textAlign: 'right',
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fontFamily: 'Courier',
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fontStyle: 'italic',
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color: '#444',
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},
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summary: {
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marginTop: 18,
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paddingTop: 10,
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borderTopWidth: 1,
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borderTopColor: '#1a1a1a',
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},
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summaryRow: {
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flexDirection: 'row',
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paddingVertical: 3,
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},
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summaryLabel: {
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flex: 1,
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color: '#1a1a1a',
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},
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summaryEmphasis: {
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flex: 1,
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fontWeight: 'bold',
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fontSize: 11,
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color: '#1a1a1a',
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},
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summaryAmount: {
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width: 90,
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textAlign: 'right',
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fontFamily: 'Courier',
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color: '#1a1a1a',
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},
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summaryAmountMuted: {
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width: 90,
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textAlign: 'right',
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fontFamily: 'Courier',
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color: '#666',
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},
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summaryAmountEmphasis: {
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width: 90,
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textAlign: 'right',
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fontFamily: 'Courier',
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fontWeight: 'bold',
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fontSize: 11,
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},
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balanceVerdict: {
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flexDirection: 'row',
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justifyContent: 'space-between',
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alignItems: 'center',
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paddingVertical: 6,
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paddingHorizontal: 10,
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marginTop: 8,
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borderRadius: 3,
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},
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balanceVerdictOk: {
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backgroundColor: '#ecfdf5',
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borderWidth: 0.5,
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borderColor: '#059669',
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},
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balanceVerdictBad: {
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backgroundColor: '#fef2f2',
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borderWidth: 0.5,
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borderColor: '#dc2626',
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},
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balanceVerdictLabel: {
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fontWeight: 'bold',
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fontSize: 11,
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color: '#1a1a1a',
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},
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balanceVerdictOkBadge: {
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fontWeight: 'bold',
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fontSize: 10,
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color: '#065f46',
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},
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balanceVerdictBadBadge: {
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fontWeight: 'bold',
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fontSize: 10,
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color: '#991b1b',
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},
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footer: {
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position: 'absolute',
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bottom: 24,
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left: 40,
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right: 40,
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borderTopWidth: 0.5,
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borderTopColor: '#d4d4d4',
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paddingTop: 6,
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flexDirection: 'row',
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justifyContent: 'space-between',
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},
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footerText: {
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fontSize: 8,
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color: '#888',
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},
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})
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function formatAmount(amount: number): string {
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return new Intl.NumberFormat('sv-SE', {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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}).format(amount)
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}
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function formatOrgNumber(orgNumber: string): string {
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const cleaned = orgNumber.replace(/\D/g, '')
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if (cleaned.length === 10) {
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return `${cleaned.slice(0, 6)}-${cleaned.slice(6)}`
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}
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return orgNumber
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}
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function formatDateSv(iso: string): string {
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if (!iso) return ''
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return new Date(iso).toLocaleDateString('sv-SE')
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}
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interface CommonHeaderProps {
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title: string
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company: CompanySettings
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period: { start: string; end: string }
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}
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function HeaderBlock({ title, company, period }: CommonHeaderProps) {
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const companyDisplayName = company.trade_name || company.company_name || ''
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const periodLabel = period.start && period.end
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? `${formatDateSv(period.start)} – ${formatDateSv(period.end)}`
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: ''
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return (
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<View style={styles.header} fixed>
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<View style={styles.titleBlock}>
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<Text style={styles.title}>{title}</Text>
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{companyDisplayName && (
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<Text style={styles.subtitle}>{companyDisplayName}</Text>
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)}
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{periodLabel && (
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<Text style={styles.period}>Period: {periodLabel}</Text>
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)}
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</View>
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<View style={styles.companyInfo}>
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{company.company_name && (
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<Text style={styles.companyName}>{company.company_name}</Text>
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)}
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{company.org_number && (
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<Text style={styles.companyMeta}>
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Org.nr: {formatOrgNumber(company.org_number)}
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</Text>
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)}
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{company.vat_number && (
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<Text style={styles.companyMeta}>VAT: {company.vat_number}</Text>
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)}
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</View>
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</View>
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)
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}
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function FooterBlock({ company, generatedAt }: { company: CompanySettings; generatedAt: string }) {
|
||||
const companyDisplayName = company.trade_name || company.company_name || ''
|
||||
return (
|
||||
<View style={styles.footer} fixed>
|
||||
<Text style={styles.footerText}>
|
||||
{companyDisplayName}
|
||||
{company.org_number ? ` · ${formatOrgNumber(company.org_number)}` : ''}
|
||||
</Text>
|
||||
<Text
|
||||
style={styles.footerText}
|
||||
render={({ pageNumber, totalPages }) => `Genererad ${formatDateSv(generatedAt)} · Sida ${pageNumber} av ${totalPages}`}
|
||||
/>
|
||||
</View>
|
||||
)
|
||||
}
|
||||
|
||||
interface ResultatrapportPDFProps {
|
||||
report: ResultatrapportReport
|
||||
company: CompanySettings
|
||||
generatedAt: string
|
||||
}
|
||||
|
||||
export function ResultatrapportPDF({ report, company, generatedAt }: ResultatrapportPDFProps) {
|
||||
const hasPrior = report.prior_period !== null
|
||||
|
||||
return (
|
||||
<Document>
|
||||
<Page size="A4" style={styles.page}>
|
||||
<HeaderBlock title="Resultatrapport" company={company} period={report.period} />
|
||||
|
||||
<View style={styles.tableHeader}>
|
||||
<Text style={[styles.tableHeaderText, styles.colAccount]}>Konto</Text>
|
||||
<Text style={[styles.tableHeaderText, styles.colName]}>Kontonamn</Text>
|
||||
<Text style={[styles.tableHeaderText, styles.colAmount]}>Innevarande</Text>
|
||||
{hasPrior && (
|
||||
<Text style={[styles.tableHeaderText, styles.colAmountMuted]}>Föregående</Text>
|
||||
)}
|
||||
</View>
|
||||
|
||||
{report.groups.map((group) => (
|
||||
// No wrap={false} on the outer View — large account classes (80+
|
||||
// active accounts) would otherwise be silently clipped instead of
|
||||
// flowing onto the next page.
|
||||
<View key={group.class}>
|
||||
<Text style={styles.groupHeading}>{group.class_label}</Text>
|
||||
{group.rows.map((row) => (
|
||||
<View key={row.account_number} style={styles.row} wrap={false}>
|
||||
<Text style={styles.colAccount}>{row.account_number}</Text>
|
||||
<Text style={styles.colName}>{row.account_name}</Text>
|
||||
<Text style={styles.colAmount}>{formatAmount(row.current_period)}</Text>
|
||||
{hasPrior && (
|
||||
<Text style={styles.colAmountMuted}>{formatAmount(row.prior_period)}</Text>
|
||||
)}
|
||||
</View>
|
||||
))}
|
||||
<View style={styles.subtotalRow} wrap={false}>
|
||||
<Text style={styles.subtotalLabel}>Summa</Text>
|
||||
<Text style={styles.subtotalAmount}>{formatAmount(group.subtotal_current)}</Text>
|
||||
{hasPrior && (
|
||||
<Text style={[styles.subtotalAmount, { color: '#666' }]}>
|
||||
{formatAmount(group.subtotal_prior)}
|
||||
</Text>
|
||||
)}
|
||||
</View>
|
||||
</View>
|
||||
))}
|
||||
|
||||
<View style={styles.summary} wrap={false}>
|
||||
<View style={styles.summaryRow}>
|
||||
<Text style={styles.summaryEmphasis}>Beräknat resultat</Text>
|
||||
<Text style={styles.summaryAmountEmphasis}>
|
||||
{formatAmount(report.net_result_current)}
|
||||
</Text>
|
||||
{hasPrior && (
|
||||
<Text style={[styles.summaryAmountEmphasis, { color: '#666' }]}>
|
||||
{formatAmount(report.net_result_prior)}
|
||||
</Text>
|
||||
)}
|
||||
</View>
|
||||
</View>
|
||||
|
||||
<FooterBlock company={company} generatedAt={generatedAt} />
|
||||
</Page>
|
||||
</Document>
|
||||
)
|
||||
}
|
||||
|
||||
interface BalansrapportPDFProps {
|
||||
report: BalansrapportReport
|
||||
company: CompanySettings
|
||||
generatedAt: string
|
||||
}
|
||||
|
||||
export function BalansrapportPDF({ report, company, generatedAt }: BalansrapportPDFProps) {
|
||||
return (
|
||||
<Document>
|
||||
<Page size="A4" style={styles.page}>
|
||||
<HeaderBlock title="Balansrapport" company={company} period={report.period} />
|
||||
|
||||
<View style={styles.tableHeader}>
|
||||
<Text style={[styles.tableHeaderText, styles.colAccount]}>Konto</Text>
|
||||
<Text style={[styles.tableHeaderText, styles.colName]}>Kontonamn</Text>
|
||||
<Text style={[styles.tableHeaderText, styles.colAmountMuted]}>Ingående</Text>
|
||||
<Text style={[styles.tableHeaderText, styles.colAmount]}>Utgående</Text>
|
||||
<Text style={[styles.tableHeaderText, styles.colAmountMuted]}>Förändring</Text>
|
||||
</View>
|
||||
|
||||
{report.groups.map((group) => (
|
||||
// See ResultatrapportPDF: outer View must wrap so large classes
|
||||
// flow across pages instead of being clipped.
|
||||
<View key={group.class}>
|
||||
<Text style={styles.groupHeading}>{group.class_label}</Text>
|
||||
{group.rows.map((row) => (
|
||||
<View key={row.account_number} style={styles.row} wrap={false}>
|
||||
<Text style={styles.colAccount}>{row.account_number}</Text>
|
||||
<Text style={styles.colName}>{row.account_name}</Text>
|
||||
<Text style={styles.colAmountMuted}>{formatAmount(row.ib)}</Text>
|
||||
<Text style={styles.colAmount}>{formatAmount(row.ub)}</Text>
|
||||
<Text style={styles.colAmountMuted}>{formatAmount(row.period_change)}</Text>
|
||||
</View>
|
||||
))}
|
||||
<View style={styles.subtotalRow} wrap={false}>
|
||||
<Text style={styles.subtotalLabel}>Summa</Text>
|
||||
<Text style={[styles.subtotalAmount, { color: '#666' }]}>{formatAmount(group.subtotal_ib)}</Text>
|
||||
<Text style={styles.subtotalAmount}>{formatAmount(group.subtotal_ub)}</Text>
|
||||
<Text style={[styles.subtotalAmount, { color: '#666' }]}>
|
||||
{formatAmount(group.subtotal_ub - group.subtotal_ib)}
|
||||
</Text>
|
||||
</View>
|
||||
</View>
|
||||
))}
|
||||
|
||||
<View style={styles.summary} wrap={false}>
|
||||
<View style={styles.summaryRow}>
|
||||
<Text style={styles.summaryLabel}>Summa tillgångar</Text>
|
||||
<Text style={styles.summaryAmount}>{formatAmount(report.total_assets_ub)}</Text>
|
||||
</View>
|
||||
<View style={styles.summaryRow}>
|
||||
<Text style={styles.summaryLabel}>Summa eget kapital, reserver, avsättningar och skulder</Text>
|
||||
<Text style={styles.summaryAmount}>{formatAmount(report.total_equity_liabilities_ub)}</Text>
|
||||
</View>
|
||||
<View style={styles.summaryRow}>
|
||||
<Text style={styles.summaryLabel}>Beräknat resultat (ej bokslutsjusterat)</Text>
|
||||
<Text style={styles.summaryAmount}>{formatAmount(report.beraknat_resultat)}</Text>
|
||||
</View>
|
||||
<View
|
||||
style={[
|
||||
styles.balanceVerdict,
|
||||
report.is_balanced ? styles.balanceVerdictOk : styles.balanceVerdictBad,
|
||||
]}
|
||||
>
|
||||
<Text style={styles.balanceVerdictLabel}>Balanscheck</Text>
|
||||
<Text
|
||||
style={
|
||||
report.is_balanced
|
||||
? styles.balanceVerdictOkBadge
|
||||
: styles.balanceVerdictBadBadge
|
||||
}
|
||||
>
|
||||
{report.is_balanced ? 'Balanserar' : 'Balanserar ej'}
|
||||
</Text>
|
||||
</View>
|
||||
</View>
|
||||
|
||||
<FooterBlock company={company} generatedAt={generatedAt} />
|
||||
</Page>
|
||||
</Document>
|
||||
)
|
||||
}
|
||||
Reference in New Issue
Block a user