* feat(invoices): per-line percentage discount and separate fakturamarkning User request: rabatt i procent per artikelrad, and a marking field separate from Er referens. - invoice_items.discount_percent (0-100, default 0): line_total and vat_amount are stored NET of the discount. Shared exact-ore math in lib/invoices/line-amounts.ts (gross, discount, net) used by the web builder, staged-operation commit, editor preview, PDF, and Peppol. Undiscounted lines keep the legacy unrounded qty*price byte-identical. - ROT/RUT deduction computes on the discounted net line total. - invoices.invoice_marking: printed on the PDF next to the references and mapped to Peppol BT-10 BuyerReference (marking wins over your_reference; either satisfies the BT-10 requirement). - Peppol renders the discount as a BG-27 line AllowanceCharge (reason code 95, MultiplierFactorNumeric, Amount, BaseAmount). - Editor: "Lagg till rabatt" in the row menu (same reveal pattern as ROT/RUT), Markning row next to Er referens, forval chip, review dialog shows discounts and marking. - Plumbed through v1 REST projections, MCP create/get/update invoice tools, pending-operations update path, and copy-invoice (discount copied; marking deliberately not, it is recipient-specific). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01JJAt9yM7tgZ69f1XnNnq52 * fix(invoices): carry discount_percent through every deduction, credit, convert and preview path Skeptic + CI findings on the discount/marking feature, one pass: - generateRotRutLines and propose-send-lines now pass discount_percent into computeDeduction: the send/credit/cash verifikat booked 1513 on the GROSS line while deduction_total, the PDF and the Skatteverket claim carried the net, stranding the difference on 1513 and pushing 1510 negative once the customer paid. Test pins 1513=3000/1510=7000 for a 20%-discounted 10 000 kr ROT line. - preview-pdf route accepts discount_percent (net totals + net-based deduction) and invoice_marking; the editor now sends the marking, so the preview equals the invoice it becomes. - Credit notes carry discount_percent (buildCreditNoteItem, v1 credit route select+insert, MCP credit executor) and invoice_marking, so the kreditfaktura face arithmetic multiplies out and shows the Rabatt column (ML 17 kap 24 §). - Proforma->invoice convert copies discount_percent + invoice_marking: the converted invoice previously failed Peppol LINE_TOTAL_MISMATCH and lost the rebate on the next builder pass. - Editor hides the discount menu in self-billed mode (the self-billed wire shape has no discount; previewed net would book gross). - MCP staging and commitCreateInvoice reject a non-number discount_percent (a string coerced past the range check but was ignored by the totals math and still stored). - Regenerated skills/accounted-api (apiskill:check CI failure). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01JJAt9yM7tgZ69f1XnNnq52 --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
301 lines
12 KiB
TypeScript
301 lines
12 KiB
TypeScript
'use client'
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import { useTranslations } from 'next-intl'
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import { CalendarClock } from 'lucide-react'
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import { Badge } from '@/components/ui/badge'
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import { Separator } from '@/components/ui/separator'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { getDisplayTotal } from '@/lib/invoices/rounding'
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import { isTextLikeLine } from '@/lib/invoices/display'
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import { computeLineNet } from '@/lib/invoices/line-amounts'
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import { itemHasAccrual } from '@/lib/bookkeeping/accruals/account-suggestions'
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import type { Customer, Currency } from '@/types'
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interface ReviewItem {
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description: string
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quantity: number
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unit: string
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unit_price: number
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/** Line discount 0-100; amounts render net of it. */
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discount_percent?: number | null
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vat_rate?: number
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/** 'text' rows are free-text/blank lines: description only, no amounts. */
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line_type?: 'product' | 'text'
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// Periodisering: when both dates are set, the revenue books to the 29xx
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// interim account and dissolves monthly over the period.
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accrual_period_start?: string | null
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accrual_period_end?: string | null
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accrual_balance_account?: string | null
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}
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const accrualMonth = (date: string): string => date.slice(0, 7)
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interface InvoiceReviewContentProps {
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customer: Customer
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invoiceDate: string
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dueDate: string
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currency: Currency
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items: ReviewItem[]
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subtotal: number
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vatAmount: number
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total: number
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yourReference?: string
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ourReference?: string
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invoiceMarking?: string
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notes?: string
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/** The invoice number that will be assigned on confirm. Null when unknown
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* (e.g. delivery notes use a different sequence) or unfetched. */
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numberPreview?: string | null
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/** Mirrors `company_settings.ore_rounding`. Defaults to true to match `getDisplayTotal`. */
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oreRounding?: boolean
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/** Mirrors `company_settings.vat_registered`. When false and the invoice carries
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* no VAT, the moms row is suppressed to match the PDF (pdf-template.tsx:876). */
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vatRegistered?: boolean
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/** Payment-link förval on this invoice: Stripe auto-link on send, a manually
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* pasted link, or none. Renders in the Förval summary line when set. */
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paymentLink?: 'auto' | 'manual' | null
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}
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export function InvoiceReviewContent({
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customer,
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invoiceDate,
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dueDate,
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currency,
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items,
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subtotal,
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vatAmount,
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total,
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yourReference,
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ourReference,
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invoiceMarking,
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notes,
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numberPreview,
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oreRounding,
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vatRegistered,
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paymentLink,
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}: InvoiceReviewContentProps) {
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const t = useTranslations('invoice_review')
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const rounding = getDisplayTotal({ total, currency }, { ore_rounding: oreRounding ?? true })
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const customerTypeLabel: Record<string, string> = {
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individual: t('customer_type_individual'),
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swedish_business: t('customer_type_swedish_business'),
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eu_business: t('customer_type_eu_business'),
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non_eu_business: t('customer_type_non_eu_business'),
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}
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// Calculate per-rate VAT breakdown (free-text and amount-less rows carry
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// no amounts and must not seed an empty rate group).
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const vatByRate = new Map<number, number>()
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for (const item of items) {
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if (isTextLikeLine(item)) continue
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const rate = item.vat_rate ?? 0
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const lineTotal = computeLineNet(item.quantity, item.unit_price, item.discount_percent)
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const lineVat = Math.round(lineTotal * rate / 100 * 100) / 100
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vatByRate.set(rate, (vatByRate.get(rate) || 0) + lineVat)
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}
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const showVatColumn = vatByRate.size > 1
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return (
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<div className="space-y-4">
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{numberPreview && (
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<div className="text-sm text-muted-foreground">
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{t('assigned_number_prefix')}{' '}
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<span className="font-medium tabular-nums text-foreground">{numberPreview}</span>
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</div>
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)}
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{/* Customer info */}
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<div className="bg-muted rounded-lg p-3 sm:p-4 flex flex-col sm:flex-row sm:items-center gap-2 sm:justify-between">
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<div className="min-w-0">
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<p className="font-medium text-base truncate">{customer.name}</p>
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<p className="text-sm text-muted-foreground truncate">{customer.email}</p>
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</div>
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<Badge variant="outline" className="self-start sm:self-auto shrink-0">
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{customerTypeLabel[customer.customer_type] || customer.customer_type}
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</Badge>
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</div>
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{/* Dates */}
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<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 text-sm">
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<div>
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<span className="text-muted-foreground">{t('invoice_date')}</span>
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<p className="font-medium">{invoiceDate ? formatDate(invoiceDate) : ''}</p>
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</div>
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<div>
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<span className="text-muted-foreground">{t('due_date')}</span>
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<p className="font-medium">{dueDate ? formatDate(dueDate) : ''}</p>
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</div>
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</div>
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{/* Applied förval: the collapsed defaults the invoice will carry
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(currency, öresavrundning, payment-link state). One muted line so
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the review states what the settings panel may have been hiding. */}
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<p className="text-xs text-muted-foreground">
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{[
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t('forval_currency', { currency }),
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currency === 'SEK'
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? (oreRounding ?? true)
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? t('forval_ore_on')
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: t('forval_ore_off')
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: null,
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paymentLink === 'auto'
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? t('forval_link_auto')
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: paymentLink === 'manual'
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? t('forval_link_manual')
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: null,
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]
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.filter(Boolean)
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.join(' · ')}
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</p>
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{/* Line items: table on desktop, cards on mobile */}
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<div className="hidden sm:block">
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<table className="w-full text-sm">
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<thead className="[&_th]:font-medium [&_th]:text-[11px] [&_th]:uppercase [&_th]:tracking-wider [&_th]:text-muted-foreground">
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<tr className="border-b text-left">
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<th className="py-2">{t('th_description')}</th>
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<th className="py-2 w-16 text-right">{t('th_quantity')}</th>
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<th className="py-2 w-16 text-center">{t('th_unit')}</th>
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<th className="py-2 w-24 text-right">{t('th_unit_price')}</th>
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{showVatColumn && <th className="py-2 w-16 text-right">{t('th_vat')}</th>}
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<th className="py-2 w-28 text-right">{t('th_amount')}</th>
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</tr>
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</thead>
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<tbody>
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{items.map((item, index) =>
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isTextLikeLine(item) ? (
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<tr key={index} className="border-b last:border-0">
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<td className="py-2 text-muted-foreground" colSpan={showVatColumn ? 6 : 5}>
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{item.description || ' '}
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</td>
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</tr>
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) : (
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<tr key={index} className="border-b last:border-0">
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<td className="py-2">
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{item.description}
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{itemHasAccrual(item) && (
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<p className="mt-1 flex items-center gap-1 text-xs text-muted-foreground">
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<CalendarClock className="h-3 w-3 shrink-0" />
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<span className="tabular-nums">
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{t('accrual_line_info', {
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from: accrualMonth(item.accrual_period_start!),
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to: accrualMonth(item.accrual_period_end!),
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})}
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</span>
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</p>
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)}
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</td>
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<td className="py-2 text-right">{item.quantity}</td>
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<td className="py-2 text-center">{item.unit}</td>
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<td className="py-2 text-right">
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{formatCurrency(item.unit_price, currency)}
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{(item.discount_percent ?? 0) > 0 && (
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<span className="ml-1 text-xs text-muted-foreground">
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−{item.discount_percent}%
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</span>
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)}
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</td>
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{showVatColumn && (
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<td className="py-2 text-right">{item.vat_rate ?? 0}%</td>
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)}
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<td className="py-2 text-right">
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{formatCurrency(computeLineNet(item.quantity, item.unit_price, item.discount_percent), currency)}
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</td>
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</tr>
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)
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)}
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</tbody>
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</table>
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</div>
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<div className="sm:hidden space-y-2">
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{items.map((item, index) =>
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isTextLikeLine(item) ? (
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<p key={index} className="text-sm text-muted-foreground px-1">{item.description || ' '}</p>
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) : (
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<div key={index} className="border rounded-lg p-3 text-sm space-y-1.5">
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<p className="font-medium">{item.description}</p>
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{itemHasAccrual(item) && (
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<p className="flex items-center gap-1 text-xs text-muted-foreground">
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<CalendarClock className="h-3 w-3 shrink-0" />
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<span className="tabular-nums">
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{t('accrual_line_info', {
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from: accrualMonth(item.accrual_period_start!),
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to: accrualMonth(item.accrual_period_end!),
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})}
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</span>
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</p>
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)}
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<div className="flex items-center justify-between text-muted-foreground">
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<span>
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{item.quantity} {item.unit} × {formatCurrency(item.unit_price, currency)}
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{(item.discount_percent ?? 0) > 0 && <> −{item.discount_percent}%</>}
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</span>
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{showVatColumn && <span className="text-xs">{t('mobile_vat_suffix', { rate: item.vat_rate ?? 0 })}</span>}
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</div>
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<p className="text-right font-medium">
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{formatCurrency(computeLineNet(item.quantity, item.unit_price, item.discount_percent), currency)}
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</p>
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</div>
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)
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)}
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</div>
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{/* Totals */}
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<div className="space-y-2 text-sm">
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<div className="flex justify-between">
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<span className="text-muted-foreground">{t('subtotal')}</span>
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<span>{formatCurrency(subtotal, currency)}</span>
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</div>
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{Array.from(vatByRate.entries())
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.filter(([, vat]) => vat > 0)
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.sort(([a], [b]) => b - a)
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.map(([rate, vat]) => (
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<div key={rate} className="flex justify-between">
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<span className="text-muted-foreground">{t('vat_at_rate', { rate })}</span>
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<span>{formatCurrency(vat, currency)}</span>
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</div>
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))}
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{Array.from(vatByRate.values()).every((vat) => vat === 0) && !(vatRegistered === false && vatAmount === 0) && (
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<div className="flex justify-between">
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<span className="text-muted-foreground">{t('vat_label')}</span>
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<span>{formatCurrency(0, currency)}</span>
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</div>
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)}
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{rounding.applies && (
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<div className="flex justify-between">
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<span className="text-muted-foreground">{t('ore_rounding')}</span>
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<span>{formatCurrency(rounding.roundingDelta, currency)}</span>
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</div>
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)}
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<Separator />
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<div className="flex justify-between font-bold text-xl sm:text-2xl">
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<span>{t('total')}</span>
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<span>{formatCurrency(rounding.displayed, currency)}</span>
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</div>
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</div>
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{/* References/notes */}
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{(yourReference || ourReference || invoiceMarking || notes) && (
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<div className="border-t pt-3 space-y-2 text-sm text-muted-foreground">
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{yourReference && (
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<p>
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<span>{t('your_reference')}</span> {yourReference}
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</p>
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)}
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{ourReference && (
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<p>
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<span>{t('our_reference')}</span> {ourReference}
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</p>
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)}
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{invoiceMarking && (
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<p>
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<span>{t('invoice_marking')}</span> {invoiceMarking}
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</p>
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)}
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{notes && <p>{t('notes_prefix', { notes })}</p>}
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</div>
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)}
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</div>
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)
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}
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