Files
accounted/components/settings/sections/BookkeepingSettingsContent.tsx
T
MattssonandClaude Fable 5 f9ea9c0082 Add/pdf and templates (#705)
* fix(invoices): apply configured voucher series to payments + preview next voucher

The booking engine resolves the series from
default_voucher_series_per_source_type, but the global "Standardserie"
dropdown wrote a separate field the engine ignored, and cash-method invoice
payments (invoice_cash_payment) weren't exposed in settings — so configured
series were silently dropped to "A".

- Expose cash/private payment source types in the per-source-type form
- Write the global default through to the map on save, keeping overrides
- Resolve voucher-sequences/next by source_type (+date) to match the engine
- Show the upcoming voucher (V2) in the payment dialog title
- Share resolveInvoicePaymentSourceType so preview and booking can't drift

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(salary): keep AGI panel in sync with Skatteverket signing state

The AGI panel mixed run-scoped generation state (agi_generated_at,
agi_declarations) with period-scoped submission state (extension_data
agi_submission_{period}), so the two could drift and present
contradictory UI. Reconcile them:

- Auto-detect a Mina Sidor BankID signature: while awaiting_signing,
  poll /agi/kvittenser on mount and on tab refocus so the panel flips
  to "signed" (hiding the signing actions) without a manual
  "Hamta kvittens" click.
- Warn instead of offering to sign when the locked granskningsunderlag
  predates the run's latest AGI generation (draftIsStale) — avoids
  filing superseded figures.
- Self-heal a stale "AGI-XML saknas" error once the run's AGI is
  (re)generated out-of-band (MCP/API/other tab).
- Refetch the salary run on tab focus so agi_generated_at reflects
  out-of-band generation without a hard reload.
- /agi/lasUpp now clears the cached agi_submission_{period} record, so
  unlocking drops the panel back to the pre-submission state instead of
  stranding it on a released "redo att signeras" draft.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat: Implement VAT registration handling and invoice item line types

- Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies.
- Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly.
- Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field.
- Enhanced invoice and credit note handling to accommodate new line types.
- Added new localized messages for text rows in English and Swedish.
- Created tests for salary run approval logic, ensuring bank details are validated correctly.
- Implemented effective net payout calculation for salary runs, considering tax overrides.
- Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers.

* feat(articles): artikelregister with revenue account + VAT rate per article

Article register (non-inventory) with per-article VAT rate and optional
BAS class-3 revenue-account override. Includes API routes, UI pages,
MCP tools, pending-operation staging, and the activate-or-create
account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog,
unknown numbers -> AddAccountDialog) reusing the journal entry UX.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): no-doc-required batch + bulk-missing endpoints

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(payments): supplier payment lines + cash-method invoice matching

Shared payment-line proposal for supplier invoices, improved
match-invoice/match-supplier-invoice flows (kontantmetoden-aware),
and voucher-link support without requiring a 151x clearing entry.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc

New journal entry dialog component, journal list/page updates,
invoice editor updates, SIE import adjustments, transaction ingest
and api-key tweaks, pr-agent workflow update.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(invoices): implement tax reduction features and localization updates

* feat(tests): add VAT registration gate to pending operations commit tests

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 13:52:24 +02:00

187 lines
8.0 KiB
TypeScript

'use client'
import Link from 'next/link'
import { useState } from 'react'
import { useTranslations } from 'next-intl'
import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
import { SettingsLoadError } from '@/components/settings/SettingsLoadError'
import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettings'
import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
import { VoucherSeriesPerSourceTypeForm } from '@/components/settings/VoucherSeriesPerSourceTypeForm'
import { applyDefaultSeriesToMap } from '@/lib/bookkeeping/voucher-series-resolver'
import { PeriodiseringAutoDetectToggle } from '@/components/settings/PeriodiseringAutoDetectToggle'
import { AccountingFrameworkForm } from '@/components/settings/AccountingFrameworkForm'
import { useSettings } from '@/components/settings/useSettings'
import { useCompany } from '@/contexts/CompanyContext'
import { Label } from '@/components/ui/label'
import { ExternalLink } from 'lucide-react'
import type { AccountingFramework, CompanySettings } from '@/types'
const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
export function BookkeepingSettingsContent() {
const t = useTranslations('settings_bookkeeping')
const { settings, isLoading, updateSettings, refetch } = useSettings()
const { company } = useCompany()
// Local mirror of the company-level accounting_framework so the K2/K3
// selector can reflect its own saves without waiting for the layout to
// re-render through the server. Falls back to k2 (matches the column
// default) until the company row is loaded.
const [framework, setFramework] = useState<AccountingFramework>(
company?.accounting_framework ?? 'k2',
)
if (isLoading) return <SettingsLoadingSkeleton />
if (!settings) return <SettingsLoadError onRetry={refetch} />
function handleSave(formData: FormData) {
const autoLockValue = formData.get('auto_lock_period_days') as string
const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
const updates: Record<string, unknown> = {
bookkeeping_locked_through: lockedThrough,
auto_lock_period_days: autoLockValue === 'none' ? null : parseInt(autoLockValue),
accounting_method: accountingMethod,
default_voucher_series: defaultVoucherSeries,
}
// Write-through: the booking engine resolves the series from the
// per-source-type map, NOT from default_voucher_series. So when the user
// changes the global default, propagate it across the map — but only for
// types that were still following the previous default, leaving explicit
// per-type overrides (set via VoucherSeriesPerSourceTypeForm) untouched.
// Without this the "Standardserie" dropdown is a no-op for bookkeeping.
// Only runs when the series actually changed, so saving the form for an
// unrelated reason (e.g. the lock date) never rewrites the map.
const prevDefault = settings?.default_voucher_series || 'A'
const currentMap = settings?.default_voucher_series_per_source_type
if (currentMap && defaultVoucherSeries !== prevDefault) {
updates.default_voucher_series_per_source_type = applyDefaultSeriesToMap(
currentMap,
prevDefault,
defaultVoucherSeries,
)
}
return {
updates,
onSuccess: (data: Record<string, unknown>) => {
updateSettings(data as Partial<CompanySettings>)
},
}
}
// K2/K3 selector is only meaningful for AB. EF stays on EF rules and never
// picks a framework. Use the company row (source of truth) since
// company_settings.entity_type can be stale on legacy data.
const isAktiebolag = company?.entity_type === 'aktiebolag'
return (
<div className="space-y-8">
{isAktiebolag && (
<AccountingFrameworkForm
current={framework}
onSaved={(next) => setFramework(next)}
/>
)}
<SettingsFormWrapper onSave={handleSave} className="space-y-8">
{/* Accounting method */}
<section className="space-y-4">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
{t('method_heading')}
</h2>
<div className="space-y-2">
<Label htmlFor="accounting_method">{t('method_label')}</Label>
<select
id="accounting_method"
name="accounting_method"
defaultValue={settings.accounting_method || 'accrual'}
className="flex h-10 w-full max-w-xs rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
>
<option value="accrual">{t('method_accrual')}</option>
<option value="cash">{t('method_cash')}</option>
</select>
<p className="text-xs text-muted-foreground">
{t('method_help')}
</p>
</div>
</section>
{/* Default voucher series */}
<div className="border-t border-border pt-8">
<section className="space-y-4">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
{t('series_heading')}
</h2>
<div className="space-y-2">
<Label htmlFor="default_voucher_series">{t('series_label')}</Label>
<select
id="default_voucher_series"
name="default_voucher_series"
defaultValue={settings.default_voucher_series || 'A'}
className="flex h-10 w-16 rounded-md border border-input bg-background px-3 py-2 text-sm font-mono ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
>
{SERIES_OPTIONS.map((letter) => (
<option key={letter} value={letter}>{letter}</option>
))}
</select>
<p className="text-xs text-muted-foreground">
{t('series_help')}
</p>
</div>
</section>
</div>
{/* Period locking */}
<div className="border-t border-border pt-8">
<PeriodLockingSettings settings={settings} />
</div>
</SettingsFormWrapper>
{/* Voucher series — per-source-type mapping */}
<div className="border-t border-border pt-8">
<VoucherSeriesPerSourceTypeForm
settings={settings}
onSettingsUpdated={updateSettings}
/>
</div>
{/* Voucher series — read-only display */}
<div className="border-t border-border pt-8">
<VoucherSeriesManager defaultSeries={settings.default_voucher_series || 'A'} />
</div>
{/* Periodisering auto-detect toggle */}
<div className="border-t border-border pt-8">
<PeriodiseringAutoDetectToggle />
</div>
{/* Cross-links */}
<div className="border-t border-border pt-8 space-y-3">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
{t('related_heading')}
</h2>
<div className="flex flex-col gap-2">
<Link
href="/bookkeeping"
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ExternalLink className="h-3.5 w-3.5" />
{t('related_fiscal_year')}
</Link>
<Link
href="/bookkeeping"
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ExternalLink className="h-3.5 w-3.5" />
{t('related_chart_of_accounts')}
</Link>
</div>
</div>
</div>
)
}