feat(import/export): article import + register export (xlsx/csv) (#750)
* feat(import/export): article import + register export (xlsx/csv)
Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.
Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
backfill; revenue-account override kept only when active, otherwise
dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.
Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.
Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import/export): address PR review — lint ratchet + export hardening
- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
trusting it to drive the parser.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): drop öre-round pattern on article column-detector confidence
The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(import): flag adjusted VAT rows in the article import edit step
Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.8
Claude Opus 4.8
parent
7aa37fd3b8
commit
2d6ddeafc5
@@ -0,0 +1,99 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import * as XLSX from 'xlsx'
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import { createMockRequest, parseJsonResponse, createQueuedMockSupabase } from '@/tests/helpers'
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import { detectArticleColumns } from '@/lib/import/articles/column-detector'
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const { supabase: mockSupabase, enqueue, reset } = createQueuedMockSupabase()
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vi.mock('@/lib/supabase/server', () => ({
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createClient: () => Promise.resolve(mockSupabase),
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}))
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vi.mock('@/lib/company/context', () => ({
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requireCompanyId: vi.fn().mockResolvedValue('company-1'),
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getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
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}))
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const mockFetchAllRows = vi.fn()
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vi.mock('@/lib/supabase/fetch-all', () => ({
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fetchAllRows: (...a: unknown[]) => mockFetchAllRows(...a),
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}))
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import { GET } from '../route'
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const mockUser = { id: 'user-1', email: 'test@test.se' }
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const ARTICLE = {
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id: 'a1',
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article_number: '100',
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name: 'Webdesign',
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name_en: 'Web design',
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type: 'tjanst',
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unit: 'st',
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price_excl_vat: 1200,
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vat_rate: 25,
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revenue_account: '3001',
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cost_price: 400,
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ean: '7350000000001',
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housework_type: null,
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notes: 'Kommentar med åäö',
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}
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beforeEach(() => {
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vi.clearAllMocks()
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reset()
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mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
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mockFetchAllRows.mockResolvedValue([ARTICLE])
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})
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describe('GET /api/export/articles', () => {
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it('returns 401 when unauthenticated', async () => {
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mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
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const res = await GET(createMockRequest('/api/export/articles'))
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const { status } = await parseJsonResponse(res)
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expect(status).toBe(401)
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})
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it('returns an xlsx workbook whose headers round-trip through the importer', async () => {
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enqueue({ data: { company_name: 'Acme AB' } })
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const res = await GET(createMockRequest('/api/export/articles'))
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expect(res.status).toBe(200)
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expect(res.headers.get('Content-Type')).toContain('spreadsheetml')
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const disposition = res.headers.get('Content-Disposition') || ''
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expect(disposition).toContain('attachment')
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expect(disposition).toContain('artiklar-acme-ab')
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expect(disposition).toContain('.xlsx')
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const buf = Buffer.from(await res.arrayBuffer())
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expect(buf.length).toBeGreaterThan(0)
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const wb = XLSX.read(new Uint8Array(buf), { type: 'array' })
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const sheet = wb.Sheets[wb.SheetNames[0]]
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const rows = XLSX.utils.sheet_to_json<string[]>(sheet, { header: 1 })
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const headers = (rows[0] as string[]).map(String)
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// Round-trip: the exported headers must re-detect with high confidence.
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const detected = detectArticleColumns(headers)
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expect(detected.confidence).toBeGreaterThanOrEqual(0.8)
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expect(detected.name_col).toBeGreaterThanOrEqual(0)
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expect(detected.price_col).not.toBeNull()
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expect(detected.vat_rate_col).not.toBeNull()
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expect(detected.revenue_account_col).not.toBeNull()
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})
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it('returns a UTF-8 BOM CSV when format=csv', async () => {
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enqueue({ data: { company_name: 'Acme AB' } })
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const res = await GET(createMockRequest('/api/export/articles', { searchParams: { format: 'csv' } }))
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expect(res.status).toBe(200)
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expect(res.headers.get('Content-Type')).toContain('text/csv')
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expect(res.headers.get('Content-Disposition')).toContain('.csv')
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const buf = Buffer.from(await res.arrayBuffer())
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// UTF-8 BOM
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expect([buf[0], buf[1], buf[2]]).toEqual([0xef, 0xbb, 0xbf])
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expect(buf.toString('utf-8')).toContain('Webdesign')
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})
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})
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import { NextResponse } from 'next/server'
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import { withRouteContext } from '@/lib/api/with-route-context'
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import { errorResponse } from '@/lib/errors/get-structured-error'
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import { fetchAllRows } from '@/lib/supabase/fetch-all'
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import { textColumn, currencyColumn, integerColumn } from '@/lib/reports/xlsx-export'
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import { buildRegisterExport, parseExportFormat, todayIso } from '@/lib/export/register-export'
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import type { Article } from '@/types'
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/**
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* GET /api/export/articles[?format=csv][&include_inactive=1]
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*
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* Downloads the article register as xlsx (default) or csv. Read-only — viewers
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* may export. Column headers match the article importer's detector keywords so
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* the file round-trips (export → edit → re-import).
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*/
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export const GET = withRouteContext(
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'article.export',
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async (request, ctx) => {
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const { supabase, companyId, log, requestId } = ctx
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const url = new URL(request.url)
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const format = parseExportFormat(url.searchParams.get('format'))
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const includeInactive = url.searchParams.get('include_inactive') === '1'
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try {
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const { data: companyRow } = await supabase
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.from('company_settings')
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.select('company_name')
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.eq('company_id', companyId)
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.single()
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const articles = (await fetchAllRows(({ from, to }) => {
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let query = supabase
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.from('articles')
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.select('*')
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.eq('company_id', companyId)
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if (!includeInactive) query = query.eq('active', true)
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return query.order('name', { ascending: true }).range(from, to)
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})) as unknown as Article[]
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const { buffer, contentType, filename } = buildRegisterExport(
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[
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{
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name: 'Artiklar',
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columns: [
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textColumn('Artikelnummer'),
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textColumn('Benämning'),
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textColumn('Benämning (engelska)'),
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textColumn('Typ'),
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textColumn('Enhet'),
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currencyColumn('Försäljningspris'),
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integerColumn('Moms %'),
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textColumn('Försäljningskonto'),
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currencyColumn('Inköpspris'),
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textColumn('EAN'),
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textColumn('ROT/RUT'),
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textColumn('Anteckning'),
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],
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rows: articles,
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mapRow: (a) => [
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a.article_number,
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a.name,
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a.name_en,
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a.type,
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a.unit,
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a.price_excl_vat,
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a.vat_rate,
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a.revenue_account,
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a.cost_price,
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a.ean,
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a.housework_type,
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a.notes,
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],
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},
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],
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{ format, slug: 'artiklar', companyName: companyRow?.company_name ?? '', date: todayIso() },
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)
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// Audit trail: who exported what, when (sensitive bulk register download).
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log.info('register exported', { entity: 'articles', format, rowCount: articles.length })
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return new NextResponse(new Uint8Array(buffer), {
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headers: {
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'Content-Type': contentType,
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'Content-Disposition': `attachment; filename="${filename}"`,
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'Cache-Control': 'no-store',
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},
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})
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} catch (err) {
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log.error('article export failed', err as Error)
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return errorResponse(err, log, { requestId })
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}
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},
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)
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@@ -0,0 +1,84 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import * as XLSX from 'xlsx'
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import { createMockRequest, parseJsonResponse, createQueuedMockSupabase } from '@/tests/helpers'
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const { supabase: mockSupabase, enqueue, reset } = createQueuedMockSupabase()
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vi.mock('@/lib/supabase/server', () => ({
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createClient: () => Promise.resolve(mockSupabase),
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}))
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vi.mock('@/lib/company/context', () => ({
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requireCompanyId: vi.fn().mockResolvedValue('company-1'),
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getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
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}))
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const mockFetchAllRows = vi.fn()
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vi.mock('@/lib/supabase/fetch-all', () => ({
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fetchAllRows: (...a: unknown[]) => mockFetchAllRows(...a),
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}))
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import { GET } from '../route'
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const mockUser = { id: 'user-1', email: 'test@test.se' }
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const CUSTOMER = {
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id: 'c1',
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name: 'Acme AB',
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customer_type: 'swedish_business',
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org_number: '5560217780',
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personal_number: null,
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email: 'kontakt@acme.se',
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phone: '0701234567',
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address_line1: 'Storgatan 1',
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address_line2: null,
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postal_code: '11122',
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city: 'Göteborg',
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country: 'Sweden',
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vat_number: 'SE556021778001',
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default_payment_terms: 30,
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notes: null,
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}
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beforeEach(() => {
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vi.clearAllMocks()
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reset()
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mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
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mockFetchAllRows.mockResolvedValue([CUSTOMER])
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})
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describe('GET /api/export/customers', () => {
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it('returns 401 when unauthenticated', async () => {
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mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
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const res = await GET(createMockRequest('/api/export/customers'))
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const { status } = await parseJsonResponse(res)
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expect(status).toBe(401)
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})
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it('returns an xlsx customer register', async () => {
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enqueue({ data: { company_name: 'Acme AB' } })
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const res = await GET(createMockRequest('/api/export/customers'))
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expect(res.status).toBe(200)
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expect(res.headers.get('Content-Type')).toContain('spreadsheetml')
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expect(res.headers.get('Content-Disposition')).toContain('kunder-')
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const buf = Buffer.from(await res.arrayBuffer())
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const wb = XLSX.read(new Uint8Array(buf), { type: 'array' })
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const sheet = wb.Sheets[wb.SheetNames[0]]
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const rows = XLSX.utils.sheet_to_json<string[]>(sheet, { header: 1 })
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expect((rows[0] as string[])[0]).toBe('Namn')
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expect((rows[1] as string[])).toContain('Acme AB')
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})
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it('returns a CSV with BOM when format=csv', async () => {
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enqueue({ data: { company_name: 'Acme AB' } })
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const res = await GET(createMockRequest('/api/export/customers', { searchParams: { format: 'csv' } }))
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expect(res.status).toBe(200)
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expect(res.headers.get('Content-Type')).toContain('text/csv')
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const buf = Buffer.from(await res.arrayBuffer())
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expect([buf[0], buf[1], buf[2]]).toEqual([0xef, 0xbb, 0xbf])
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expect(buf.toString('utf-8')).toContain('Göteborg')
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})
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})
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@@ -0,0 +1,93 @@
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import { NextResponse } from 'next/server'
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import { withRouteContext } from '@/lib/api/with-route-context'
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import { errorResponse } from '@/lib/errors/get-structured-error'
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import { fetchAllRows } from '@/lib/supabase/fetch-all'
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import { textColumn, integerColumn } from '@/lib/reports/xlsx-export'
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import { buildRegisterExport, parseExportFormat, todayIso } from '@/lib/export/register-export'
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import type { Customer } from '@/types'
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/**
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* GET /api/export/customers[?format=csv]
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*
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* Downloads the customer register as xlsx (default) or csv. Read-only — viewers
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* may export. Headers match the customer importer's detector keywords so files
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* round-trip.
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*/
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export const GET = withRouteContext(
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'customer.export',
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async (request, ctx) => {
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const { supabase, companyId, log, requestId } = ctx
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const format = parseExportFormat(new URL(request.url).searchParams.get('format'))
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try {
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const { data: companyRow } = await supabase
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.from('company_settings')
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.select('company_name')
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.eq('company_id', companyId)
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.single()
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const customers = (await fetchAllRows(({ from, to }) =>
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supabase
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.from('customers')
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.select('*')
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.eq('company_id', companyId)
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.order('name', { ascending: true })
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.range(from, to),
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)) as unknown as Customer[]
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const { buffer, contentType, filename } = buildRegisterExport(
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[
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{
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name: 'Kunder',
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columns: [
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textColumn('Namn'),
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textColumn('Org-/personnummer'),
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textColumn('Kundtyp'),
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textColumn('E-post'),
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textColumn('Telefon'),
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textColumn('Adress'),
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textColumn('Adressrad 2'),
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textColumn('Postnummer'),
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textColumn('Ort'),
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textColumn('Land'),
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textColumn('VAT-nummer'),
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integerColumn('Betalningsvillkor'),
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textColumn('Anteckning'),
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],
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rows: customers,
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mapRow: (c) => [
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c.name,
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c.org_number ?? c.personal_number,
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c.customer_type,
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c.email,
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c.phone,
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c.address_line1,
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c.address_line2,
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c.postal_code,
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c.city,
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c.country,
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c.vat_number,
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c.default_payment_terms,
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c.notes,
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],
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},
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],
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{ format, slug: 'kunder', companyName: companyRow?.company_name ?? '', date: todayIso() },
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)
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log.info('register exported', { entity: 'customers', format, rowCount: customers.length })
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return new NextResponse(new Uint8Array(buffer), {
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headers: {
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'Content-Type': contentType,
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'Content-Disposition': `attachment; filename="${filename}"`,
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'Cache-Control': 'no-store',
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},
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})
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} catch (err) {
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log.error('customer export failed', err as Error)
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return errorResponse(err, log, { requestId })
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}
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},
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)
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@@ -0,0 +1,79 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import * as XLSX from 'xlsx'
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import { createMockRequest, parseJsonResponse, createQueuedMockSupabase } from '@/tests/helpers'
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|
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const { supabase: mockSupabase, enqueue, reset } = createQueuedMockSupabase()
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|
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vi.mock('@/lib/supabase/server', () => ({
|
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createClient: () => Promise.resolve(mockSupabase),
|
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}))
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|
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vi.mock('@/lib/company/context', () => ({
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requireCompanyId: vi.fn().mockResolvedValue('company-1'),
|
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getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
|
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}))
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|
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const mockFetchAllRows = vi.fn()
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vi.mock('@/lib/supabase/fetch-all', () => ({
|
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fetchAllRows: (...a: unknown[]) => mockFetchAllRows(...a),
|
||||
}))
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|
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import { GET } from '../route'
|
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|
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const mockUser = { id: 'user-1', email: 'test@test.se' }
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const SUPPLIER = {
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id: 's1',
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name: 'Leverantör AB',
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supplier_type: 'swedish_business',
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org_number: '5560217780',
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vat_number: 'SE556021778001',
|
||||
email: 'faktura@lev.se',
|
||||
phone: null,
|
||||
address_line1: null,
|
||||
address_line2: null,
|
||||
postal_code: null,
|
||||
city: 'Malmö',
|
||||
country: 'Sweden',
|
||||
bankgiro: '5050-1055',
|
||||
plusgiro: null,
|
||||
bank_account: null,
|
||||
iban: null,
|
||||
bic: null,
|
||||
default_payment_terms: 30,
|
||||
default_currency: 'SEK',
|
||||
notes: null,
|
||||
}
|
||||
|
||||
beforeEach(() => {
|
||||
vi.clearAllMocks()
|
||||
reset()
|
||||
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
|
||||
mockFetchAllRows.mockResolvedValue([SUPPLIER])
|
||||
})
|
||||
|
||||
describe('GET /api/export/suppliers', () => {
|
||||
it('returns 401 when unauthenticated', async () => {
|
||||
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
|
||||
const res = await GET(createMockRequest('/api/export/suppliers'))
|
||||
const { status } = await parseJsonResponse(res)
|
||||
expect(status).toBe(401)
|
||||
})
|
||||
|
||||
it('returns an xlsx supplier register with banking columns', async () => {
|
||||
enqueue({ data: { company_name: 'Acme AB' } })
|
||||
const res = await GET(createMockRequest('/api/export/suppliers'))
|
||||
|
||||
expect(res.status).toBe(200)
|
||||
expect(res.headers.get('Content-Disposition')).toContain('leverantorer-')
|
||||
|
||||
const buf = Buffer.from(await res.arrayBuffer())
|
||||
const wb = XLSX.read(new Uint8Array(buf), { type: 'array' })
|
||||
const sheet = wb.Sheets[wb.SheetNames[0]]
|
||||
const rows = XLSX.utils.sheet_to_json<string[]>(sheet, { header: 1 })
|
||||
const headers = (rows[0] as string[]).map(String)
|
||||
expect(headers).toContain('Bankgiro')
|
||||
expect(headers).toContain('Valuta')
|
||||
expect((rows[1] as string[])).toContain('Leverantör AB')
|
||||
})
|
||||
})
|
||||
@@ -0,0 +1,105 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { withRouteContext } from '@/lib/api/with-route-context'
|
||||
import { errorResponse } from '@/lib/errors/get-structured-error'
|
||||
import { fetchAllRows } from '@/lib/supabase/fetch-all'
|
||||
import { textColumn, integerColumn } from '@/lib/reports/xlsx-export'
|
||||
import { buildRegisterExport, parseExportFormat, todayIso } from '@/lib/export/register-export'
|
||||
import type { Supplier } from '@/types'
|
||||
|
||||
/**
|
||||
* GET /api/export/suppliers[?format=csv]
|
||||
*
|
||||
* Downloads the supplier register as xlsx (default) or csv. Read-only — viewers
|
||||
* may export. Headers match the supplier importer's detector keywords so files
|
||||
* round-trip.
|
||||
*/
|
||||
export const GET = withRouteContext(
|
||||
'supplier.export',
|
||||
async (request, ctx) => {
|
||||
const { supabase, companyId, log, requestId } = ctx
|
||||
|
||||
const format = parseExportFormat(new URL(request.url).searchParams.get('format'))
|
||||
|
||||
try {
|
||||
const { data: companyRow } = await supabase
|
||||
.from('company_settings')
|
||||
.select('company_name')
|
||||
.eq('company_id', companyId)
|
||||
.single()
|
||||
|
||||
const suppliers = (await fetchAllRows(({ from, to }) =>
|
||||
supabase
|
||||
.from('suppliers')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.order('name', { ascending: true })
|
||||
.range(from, to),
|
||||
)) as unknown as Supplier[]
|
||||
|
||||
const { buffer, contentType, filename } = buildRegisterExport(
|
||||
[
|
||||
{
|
||||
name: 'Leverantörer',
|
||||
columns: [
|
||||
textColumn('Namn'),
|
||||
textColumn('Org-/personnummer'),
|
||||
textColumn('Leverantörstyp'),
|
||||
textColumn('E-post'),
|
||||
textColumn('Telefon'),
|
||||
textColumn('Adress'),
|
||||
textColumn('Adressrad 2'),
|
||||
textColumn('Postnummer'),
|
||||
textColumn('Ort'),
|
||||
textColumn('Land'),
|
||||
textColumn('VAT-nummer'),
|
||||
textColumn('Bankgiro'),
|
||||
textColumn('Plusgiro'),
|
||||
textColumn('Bankkonto'),
|
||||
textColumn('IBAN'),
|
||||
textColumn('BIC'),
|
||||
integerColumn('Betalningsvillkor'),
|
||||
textColumn('Valuta'),
|
||||
textColumn('Anteckning'),
|
||||
],
|
||||
rows: suppliers,
|
||||
mapRow: (s) => [
|
||||
s.name,
|
||||
s.org_number,
|
||||
s.supplier_type,
|
||||
s.email,
|
||||
s.phone,
|
||||
s.address_line1,
|
||||
s.address_line2,
|
||||
s.postal_code,
|
||||
s.city,
|
||||
s.country,
|
||||
s.vat_number,
|
||||
s.bankgiro,
|
||||
s.plusgiro,
|
||||
s.bank_account,
|
||||
s.iban,
|
||||
s.bic,
|
||||
s.default_payment_terms,
|
||||
s.default_currency,
|
||||
s.notes,
|
||||
],
|
||||
},
|
||||
],
|
||||
{ format, slug: 'leverantorer', companyName: companyRow?.company_name ?? '', date: todayIso() },
|
||||
)
|
||||
|
||||
log.info('register exported', { entity: 'suppliers', format, rowCount: suppliers.length })
|
||||
|
||||
return new NextResponse(new Uint8Array(buffer), {
|
||||
headers: {
|
||||
'Content-Type': contentType,
|
||||
'Content-Disposition': `attachment; filename="${filename}"`,
|
||||
'Cache-Control': 'no-store',
|
||||
},
|
||||
})
|
||||
} catch (err) {
|
||||
log.error('supplier export failed', err as Error)
|
||||
return errorResponse(err, log, { requestId })
|
||||
}
|
||||
},
|
||||
)
|
||||
Reference in New Issue
Block a user