fix(import): let a skattekontoutdrag that does not sum through a confirm gate (#1675)

* fix(import): let a skattekontoutdrag that does not sum through a confirm gate

The skattekonto file parser refused any statement where ingående saldo plus
händelser did not equal utgående saldo with a bare 400 and no figures. A
real export hit it on 2026-08-18 and the user had no way forward, and the
logs carried nothing to diagnose it with. Nothing is booked at import and
the dedup contract makes a later complete re-import safe, so refusing the
file only blocked the rows that WERE readable.

- Parser: report events_sum / sum_difference / unreadable_amount_rows
  instead of just a boolean; reduce several marker pairs to the earliest
  opening and latest closing (per-year sections, newest-first files); read
  a marker saldo from a trailing running-saldo column when the belopp cell
  is empty; accept U+2212 and dash lookalikes as minus and a leading plus.
- Route: no longer 400s on sum_valid=false; logs the figures (amounts and
  counts, never row text) so the next report is diagnosable. Zero readable
  rows still refuses. SKATTEKONTO_FILE_SUM_MISMATCH removed (unused).
- Preview: an "Utdraget summerar inte" card with ingående, händelser,
  ingående+händelser, utgående and differens plus a confirm checkbox that
  gates the import button, mirroring the orgnr-mismatch gate. A one-line
  note explains that nothing is booked at import and that events already
  carrying a 1630 verifikat are offered as a link, not a second booking.

Verified end to end in the sandbox: gate renders, import proceeds after
confirmation, rows land on /skattekonto with Matcha/Bokför.

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

* fix(import): round the derived händelser total and fall back to the date cell for an invalid marker date

Review nits on #1675.

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-08-18 10:33:51 +02:00
committed by GitHub
co-authored by Claude Fable 5 Jakob Wennberg
parent 2b5b813b7a
commit 387e1fb7f1
10 changed files with 314 additions and 42 deletions
@@ -15,6 +15,7 @@ import {
} from '@/components/ui/table'
import { ArrowLeft, ArrowRight, AlertTriangle, Calendar, FileText, Scale } from 'lucide-react'
import { formatCurrency, cn } from '@/lib/utils'
import { roundOre } from '@/lib/money'
import type { SkattekontoFileParseResult } from '@/lib/import/skattekonto-file/types'
interface SkattekontoFilePreviewStepProps {
@@ -40,13 +41,33 @@ export default function SkattekontoFilePreviewStep({
}: SkattekontoFilePreviewStepProps) {
const t = useTranslations('import')
const [mismatchConfirmed, setMismatchConfirmed] = useState(false)
const { rows, stats, issues, date_from, date_to, closing_saldo } = parseResult
const [sumGapConfirmed, setSumGapConfirmed] = useState(false)
const {
rows,
stats,
issues,
date_from,
date_to,
opening_saldo,
closing_saldo,
events_sum,
sum_difference,
sum_valid,
} = parseResult
const duplicateSet = new Set(duplicateIndexes)
const promotionSet = new Set(promotionIndexes)
const newCount = rows.length - duplicateIndexes.length
const warnings = issues.filter((i) => i.severity !== 'error')
const importBlocked = orgNumberMismatch && !mismatchConfirmed
// A statement that does not sum (truncated, filtered, unreadable rows) is
// a confirm gate, not a block: nothing is booked at import and every event
// is reviewed on the skattekonto page, so importing what IS in the file is
// safe. The gate exists so the user knows the picture is incomplete.
const sumGap = sum_valid === false
const sumGapHasFigures =
opening_saldo !== null && closing_saldo !== null && events_sum !== null && sum_difference !== null
const importBlocked =
(orgNumberMismatch && !mismatchConfirmed) || (sumGap && !sumGapConfirmed)
return (
<div className="space-y-6">
@@ -119,12 +140,61 @@ export default function SkattekontoFilePreviewStep({
</Card>
)}
{sumGap && (
<Card className="border-destructive/40">
<CardHeader className="py-3">
<CardTitle className="text-sm flex items-center gap-2 text-destructive">
<AlertTriangle className="h-4 w-4" />
{t('skattekonto_sum_gap_title')}
</CardTitle>
</CardHeader>
<CardContent className="space-y-3 text-sm">
{sumGapHasFigures ? (
<dl className="grid max-w-sm grid-cols-[auto_1fr] gap-x-6 gap-y-1 tabular-nums">
<dt className="text-muted-foreground">{t('skattekonto_sum_gap_opening')}</dt>
<dd className="text-right">{formatCurrency(opening_saldo)}</dd>
<dt className="text-muted-foreground">{t('skattekonto_sum_gap_events')}</dt>
<dd className="text-right">{formatCurrency(roundOre(events_sum - opening_saldo))}</dd>
<dt className="text-muted-foreground">{t('skattekonto_sum_gap_expected')}</dt>
<dd className="text-right">{formatCurrency(events_sum)}</dd>
<dt className="text-muted-foreground">{t('skattekonto_sum_gap_closing')}</dt>
<dd className="text-right">{formatCurrency(closing_saldo)}</dd>
<dt className="font-medium">{t('skattekonto_sum_gap_difference')}</dt>
<dd className="text-right font-medium">{formatCurrency(sum_difference)}</dd>
</dl>
) : (
<p className="text-muted-foreground">{t('skattekonto_sum_gap_no_saldo')}</p>
)}
<p className="text-muted-foreground">
{stats.unreadable_amount_rows > 0
? t('skattekonto_sum_gap_body_unreadable', { count: stats.unreadable_amount_rows })
: t('skattekonto_sum_gap_body')}
</p>
<label className="flex cursor-pointer items-start gap-2">
<input
type="checkbox"
className="mt-0.5 h-4 w-4 rounded-sm border-border"
checked={sumGapConfirmed}
onChange={(e) => setSumGapConfirmed(e.target.checked)}
/>
<span>{t('skattekonto_sum_gap_confirm')}</span>
</label>
</CardContent>
</Card>
)}
{duplicateIndexes.length > 0 && (
<p className="text-sm text-muted-foreground">
{t('skattekonto_duplicates_note', { count: duplicateIndexes.length })}
</p>
)}
{/* What happens after import: nothing is booked automatically, and an
event that already has a 1630 verifikat (a deposit booked from the
bank side) is offered as a link, not a second booking. Answers the
"some of these are already booked" question before the click. */}
<p className="text-sm text-muted-foreground">{t('skattekonto_after_import_note')}</p>
{warnings.length > 0 && (
<Card>
<CardHeader className="py-3">