UX polish bundle: Enable Banking lookback + sync progress, invoice inbox, matching previews (#548)
* fix(import): dedup opening-balance rows when account numbers differ only in whitespace The parser's merge map keyed on the post-strip account_number, but rows like "1930", " 1930 " and "1.930" could leak as separate entries when the upstream string contained non-breaking spaces or zero-width chars that the old .replace(/[^0-9]/g, '') ran on already-stripped output. Strip those explicitly in the raw string and use /\D/g for the digit extraction. Also adds defense-in-depth dedup inside OpeningBalanceEditStep so any duplicates that survive the parser collapse before the user sees them. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(enable-banking): anchor lookback picker to fiscal year, not days Replaces the 90/180/365 days dropdown on the account-selection screen with three explicit modes: - "Senaste 90 dagar (snabbt)" — fastest path, matches PSD2 ceiling - "Sedan räkenskapsårets början" (default) — resolves via fiscal_year_start_month, surfaces the literal date inline - "Anpassat datum" — free date picker OR "Föregående räkenskapsårets start" When the resulting range exceeds 90 days, the picker now surfaces a quiet helper that points users at the SIE/bankfil import for older history, so they don't waste an account-selection round-trip discovering that banks usually cap at ~90 days. The PATCH /accounts handler accepts initial_lookback_from_date alongside initial_lookback_days; the new helper getCurrentFiscalYearStart() in lib/company/fiscal-year.ts is reused. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(enable-banking): dedicated sync progress modal replaces silent spinner After the user confirms account selection, transactions fetch in the background for 30–60 seconds. Previously this showed only the Spara-button spinner with no indication of duration or what was happening — users described being stuck on the page. The new BankSyncProgressDialog opens immediately on Save, lists the enabled accounts being synced, and disables manual close until the PATCH resolves. On completion it shows the imported count and the actual date range the bank returned, plus an amber escape hatch to SIE/bankfil import when the returned range was truncated by >7 days from what was requested. Failure path surfaces in the same modal rather than as a destructive toast that disappears. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(invoice-inbox): drop duplicate Skapa leverantör button The inbox detail panel had its own supplier-creation button that fired /api/suppliers + match-supplier. The same action is reachable from the supplier-invoice form's "Skapa & välj" card (showAISupplierHint), which also prefills more fields. The duplicate button is gone; a quiet inline hint replaces it so the user still knows why no supplier matched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * ui(invoice-inbox): surface currency and totals above the long metadata tail Move Valuta / Totalt / Moms in FIELD_DEFS so they sit immediately under Leverantör / Org.nr / VAT-nr. These are the fields the user reads first when triaging an inbox item; burying them after nine metadata fields forces unnecessary scrolling on every single invoice. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(invoice-inbox): accept .eml forwards and log rejected attachments Gmail's "Forward as attachment" packages the original email as message/rfc822, which our MIME allowlist silently dropped. Adds mailparser so we can unwrap the inner attachments and ingest them under the inner email's subject/from. Also persists every rejected attachment as an invoice_inbox_items row with status='error', so users can see what was dropped instead of guessing why nothing showed up in their inbox. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): redirect back to inbox after creating from invoice-inbox When the leverantörsfaktura form is opened from an invoice-inbox item, every successful create previously kicked the user out to /supplier-invoices or the just-created invoice's detail page — derailing the "process the next document" workflow. The Tillbaka button likewise routed to the supplier-invoice list rather than the inbox they came from. Adds an afterCreate helper that lands inbox-originated submissions at /e/general/invoice-inbox and preserves the original target everywhere else. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * ui(pending): show transaction/document context for match-and-attach reviews The granskning page previously rendered attach_document_to_transaction and match_transaction_invoice operations through the generic key/value preview, so reviewers saw "document file name: Faktura.pdf / transaction amount: -216 USD" without any visual indication of which two things were being paired. The MCP tool already returns enriched preview data; we just needed dedicated layouts. Adds: - AttachDocumentPreview — two-card layout (Transaktion | Dokument) with a "Visa dokument" button that fetches a signed download URL on demand - MatchTransactionInvoicePreview — same layout (Transaktion | Faktura) - DocumentViewButton — reusable signed-URL opener Also tightens the matching tools' descriptions so AI clients are nudged to verify human-readable context before staging. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(review): address PR #548 review feedback - invoice-inbox: hoist mailparser to a static import. The extension system generates a static import tree via setup:extensions and disallows dynamic imports — await import('mailparser') worked in dev but could fail in production standalone builds. - enable-banking AccountPickerDialog: guard the Save path when "Anpassat datum" + "Specifikt datum" is selected with an empty date. Without this, lookback.body resolves to null and the PATCH silently falls back to the backend's 120-day default, ignoring the user's intent. - enable-banking BankSyncProgressDialog: drop the empty-body useEffect. Close-prevention is already handled inline via the onOpenChange guard + onPointerDownOutside + onEscapeKeyDown handlers. - lib/company/fiscal-year: pin both operands of daysBetween() to UTC when parsing ISO date strings. Mixing a UTC-parsed date with new Date() (local time) drifts by one day in any timezone east of UTC. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(review): address compliance swarm + Swedish review feedback Three actionable items from the post-fix compliance scan; the rest were false positives or out of scope. - enable-banking PATCH /accounts: reject future initial_lookback_from_date with 400 instead of silently falling through to the 120-day default. Compliance V2.2. - AttachDocumentPreview: promote the overwrite warning to a destructive banner with BFL 7 kap context when the existing document is marked as räkenskapsinformation. A muted footnote was too easy to skip past for a verifikationsunderlag replacement. - MatchTransactionInvoicePreview: surface transaction_date + invoice_date in the staged preview so reviewers can spot date drift before approving (BFL 5 kap 6§ — verifikation date must align with affärshändelse). Also shows a quiet hint when the two dates differ by > 31 days. Tool's SELECT + stage payload extended accordingly. Skipped (with rationale): - V5.3 inner.filename path traversal — lib/core/documents/document-service.ts already sanitizes filenames before constructing storage paths. - V5.2 magic-number MIME — pre-existing pattern for all email attachments; scope is codebase-wide. - V1.2 att.id composite ID — only used as a DB column value, never a path. - V13.1 / CM-8 SBOM/SCA — repository-wide policy, not this PR. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(review): address second-round compliance + Swedish review feedback Compliance Swarm (defense-in-depth + valid finds): - invoice-inbox: sanitise .eml inner attachment filenames and content-types before they flow into uploadAndExtract or the raw_email_payload JSONB. document-service already strips bad chars before constructing storage paths, but the swarm flagged the upstream input as unsanitised — easier to add a thin sanitiseFilename/sanitiseMime layer than to argue about defense-in-depth. Caps lengths too. - DocumentViewButton: validate documentId as a UUID before interpolating into /api/documents/:id — staged preview_data is Record<string, unknown> on the wire, so refusing junk early gives a clearer error and keeps the internal API from seeing oddly-shaped path segments. (Compliance V1.2.) Swedish review: - MatchTransactionInvoicePreview: drop the BFL 5 kap 6§ citation from the date-drift hint — that section governs verifikationsinnehåll, not a 31-day tolerance. The hint stays (the practical concern is real) but no longer pretends to quote a legislated threshold. - fiscal-year: document the implicit assumption that entity_type reflects the company's current tax-year status, not a mid-conversion state. Skipped (with rationale): - V5.2 magic-number MIME — pre-existing pattern across all email attachments. - A.8.12 signed URL via window.open — pre-existing pattern shared with JournalEntryAttachments.tsx; refactor to server-side redirect is broader scope. - A.8.15 logRejection failure path — pre-existing console.error pattern. - CC9.2 mailparser vendor review / SBOM — out of PR scope. - CC6.1 IDOR — /api/documents/:id already enforces company_id; false positive. - Swedish #1 räkenskapsinformation flag origin — server-side already derives the flag from document_attachments.journal_entry_id in the staging tool; not caller-trusted. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(review): fail-safe BFL warning + preserve merge validation errors Two findings from the third compliance pass; both worth addressing. - AttachDocumentPreview: treat an absent existing_document_is_rakenskapsinformation flag as räkenskapsinformation rather than as "safe to overwrite". The MCP staging tool sets the flag deterministically from document_attachments.journal_entry_id today, but a future code path that forgets it would silently downgrade the BFL 7 kap warning. Only an explicit `=== false` from the server keeps the muted note path. - Opening-balance merge: union validation_errors when collapsing duplicate account_number rows, both in the parser and the EditStep useState initializer. Previously a warning that fired on row 5 (e.g. BAS-class mismatch) was silently dropped if row 2 of the same account had no error, risking misclassified IB data downstream. Added a parser test covering the union behaviour for two rows of a class-3 (resultatkonto) account. 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
e71b4a9138
commit
39204cc0de
@@ -1,6 +1,7 @@
|
||||
'use client'
|
||||
|
||||
import { useEffect, useMemo, useState } from 'react'
|
||||
import Link from 'next/link'
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
@@ -11,6 +12,7 @@ import {
|
||||
} from '@/components/ui/dialog'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Checkbox } from '@/components/ui/checkbox'
|
||||
import { Input } from '@/components/ui/input'
|
||||
import {
|
||||
Select,
|
||||
SelectContent,
|
||||
@@ -22,7 +24,17 @@ import { useToast } from '@/components/ui/use-toast'
|
||||
import { Loader2 } from 'lucide-react'
|
||||
import { createClient } from '@/lib/supabase/client'
|
||||
import { useCompany } from '@/contexts/CompanyContext'
|
||||
import {
|
||||
getCurrentFiscalYearStart,
|
||||
getPreviousFiscalYearStart,
|
||||
daysBetween,
|
||||
} from '@/lib/company/fiscal-year'
|
||||
import type { CompanySettings } from '@/types'
|
||||
import type { StoredAccount } from '../types'
|
||||
import {
|
||||
BankSyncProgressDialog,
|
||||
type SyncProgressState,
|
||||
} from './BankSyncProgressDialog'
|
||||
|
||||
interface AccountPickerDialogProps {
|
||||
open: boolean
|
||||
@@ -42,11 +54,8 @@ interface ChartAccount {
|
||||
account_name: string
|
||||
}
|
||||
|
||||
const LOOKBACK_OPTIONS = [
|
||||
{ days: 90, label: 'Senaste 90 dagar (PSD2 standard, rekommenderas)' },
|
||||
{ days: 180, label: 'Senaste 180 dagar' },
|
||||
{ days: 365, label: 'Senaste 365 dagar' },
|
||||
] as const
|
||||
type LookbackMode = 'fast' | 'fiscal-year' | 'custom'
|
||||
type CustomSubMode = 'date' | 'previous-fiscal-year'
|
||||
|
||||
// Suggested BAS account per currency. The mapping engine falls back to 1930
|
||||
// when ledger_account is unset, so the SEK case is just an explicit hint.
|
||||
@@ -77,11 +86,17 @@ export function AccountPickerDialog({
|
||||
|
||||
const [selected, setSelected] = useState<Set<string>>(new Set())
|
||||
const [isSaving, setIsSaving] = useState(false)
|
||||
const [lookbackDays, setLookbackDays] = useState<number>(90)
|
||||
const [sieLastDate, setSieLastDate] = useState<string | null>(null)
|
||||
const [showCustomLookback, setShowCustomLookback] = useState(false)
|
||||
const [chartAccounts, setChartAccounts] = useState<ChartAccount[]>([])
|
||||
const [ledgerByUid, setLedgerByUid] = useState<Record<string, string>>({})
|
||||
const [companySettings, setCompanySettings] = useState<Pick<CompanySettings, 'fiscal_year_start_month' | 'entity_type'> | null>(null)
|
||||
|
||||
const [lookbackMode, setLookbackMode] = useState<LookbackMode>('fiscal-year')
|
||||
const [customSubMode, setCustomSubMode] = useState<CustomSubMode>('date')
|
||||
const [customDate, setCustomDate] = useState<string>('')
|
||||
|
||||
const [progressOpen, setProgressOpen] = useState(false)
|
||||
const [progressState, setProgressState] = useState<SyncProgressState>({ kind: 'syncing' })
|
||||
|
||||
useEffect(() => {
|
||||
if (open) {
|
||||
@@ -89,7 +104,9 @@ export function AccountPickerDialog({
|
||||
accounts.filter(a => a.enabled !== false).map(a => a.uid)
|
||||
)
|
||||
setSelected(initial)
|
||||
setShowCustomLookback(false)
|
||||
setLookbackMode('fiscal-year')
|
||||
setCustomSubMode('date')
|
||||
setCustomDate('')
|
||||
|
||||
// Pre-populate ledger picks from existing StoredAccount values, falling
|
||||
// back to currency-based suggestions for accounts the user hasn't mapped yet.
|
||||
@@ -103,8 +120,25 @@ export function AccountPickerDialog({
|
||||
}
|
||||
}, [open, accounts])
|
||||
|
||||
// Fetch the latest SIE import end date so we can anchor the backfill to
|
||||
// "day after last SIE entry" (SpeedLedger pattern). Only matters on the
|
||||
// Load fiscal_year_start_month + entity_type so "Sedan räkenskapsårets början"
|
||||
// resolves to the right date for non-calendar fiscal years.
|
||||
useEffect(() => {
|
||||
if (!open || !company?.id) return
|
||||
let cancelled = false
|
||||
;(async () => {
|
||||
const { data } = await supabase
|
||||
.from('company_settings')
|
||||
.select('fiscal_year_start_month, entity_type')
|
||||
.eq('company_id', company.id)
|
||||
.maybeSingle()
|
||||
if (cancelled) return
|
||||
setCompanySettings((data as { fiscal_year_start_month?: number; entity_type?: CompanySettings['entity_type'] } | null) as Pick<CompanySettings, 'fiscal_year_start_month' | 'entity_type'> | null)
|
||||
})()
|
||||
return () => { cancelled = true }
|
||||
}, [open, company?.id, supabase])
|
||||
|
||||
// Fetch the latest SIE import end date so we can offer "day after last SIE entry"
|
||||
// as a one-click escape from the default fiscal-year start. Only matters on the
|
||||
// initial activation flow — selection edits don't re-run sync.
|
||||
useEffect(() => {
|
||||
if (!open || !isInitialSelection || !company?.id) {
|
||||
@@ -122,16 +156,7 @@ export function AccountPickerDialog({
|
||||
.limit(1)
|
||||
.maybeSingle()
|
||||
if (cancelled) return
|
||||
const fye = (data as { fiscal_year_end?: string } | null)?.fiscal_year_end || null
|
||||
setSieLastDate(fye)
|
||||
if (fye) {
|
||||
const dayAfter = new Date(fye)
|
||||
dayAfter.setDate(dayAfter.getDate() + 1)
|
||||
const days = Math.ceil((Date.now() - dayAfter.getTime()) / (24 * 60 * 60 * 1000))
|
||||
setLookbackDays(Math.min(365, Math.max(30, days)))
|
||||
} else {
|
||||
setLookbackDays(90)
|
||||
}
|
||||
setSieLastDate((data as { fiscal_year_end?: string } | null)?.fiscal_year_end || null)
|
||||
})()
|
||||
return () => { cancelled = true }
|
||||
}, [open, isInitialSelection, company?.id, supabase])
|
||||
@@ -217,7 +242,34 @@ export function AccountPickerDialog({
|
||||
return
|
||||
}
|
||||
|
||||
// Block save when the user picked "Anpassat datum" but left the date blank.
|
||||
// Without this guard, lookback.body is null and the PATCH would silently
|
||||
// fall back to the backend's 120-day default — not what the user asked for.
|
||||
if (
|
||||
isInitialSelection &&
|
||||
lookbackMode === 'custom' &&
|
||||
customSubMode === 'date' &&
|
||||
!lookback.body
|
||||
) {
|
||||
toast({
|
||||
title: 'Ange startdatum',
|
||||
description: 'Välj ett datum för att hämta historik, eller välj ett annat alternativ.',
|
||||
variant: 'destructive',
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
setIsSaving(true)
|
||||
|
||||
// For the initial-selection path, open the progress modal up-front so the
|
||||
// user has visible feedback during the 30–60s backfill. Selection edits
|
||||
// (no backfill) keep the existing toast-only feedback.
|
||||
if (isInitialSelection) {
|
||||
setProgressState({ kind: 'syncing' })
|
||||
setProgressOpen(true)
|
||||
onOpenChange(false)
|
||||
}
|
||||
|
||||
try {
|
||||
// Send a mapping entry per selected account. Account_mappings doesn't
|
||||
// include disabled accounts — their existing ledger_account stays untouched.
|
||||
@@ -233,7 +285,7 @@ export function AccountPickerDialog({
|
||||
connection_id: connectionId,
|
||||
enabled_uids: Array.from(selected),
|
||||
account_mappings,
|
||||
...(isInitialSelection ? { initial_lookback_days: lookbackDays } : {}),
|
||||
...(isInitialSelection && lookback.body ? lookback.body : {}),
|
||||
}),
|
||||
})
|
||||
|
||||
@@ -244,39 +296,32 @@ export function AccountPickerDialog({
|
||||
}
|
||||
|
||||
if (isInitialSelection && data.initial_sync) {
|
||||
const { imported, returned_min_date, returned_max_date } = data.initial_sync as {
|
||||
imported: number
|
||||
returned_min_date: string | null
|
||||
returned_max_date: string | null
|
||||
}
|
||||
const range = returned_min_date && returned_max_date
|
||||
? ` från ${returned_min_date} till ${returned_max_date}`
|
||||
: ''
|
||||
toast({
|
||||
title: 'Konton sparade',
|
||||
description: `Importerade ${imported} transaktioner${range}.`,
|
||||
})
|
||||
setProgressState({ kind: 'done', summary: data.initial_sync })
|
||||
} else if (isInitialSelection && data.initial_sync_error) {
|
||||
toast({
|
||||
title: 'Konton sparade — bakgrundssync misslyckades',
|
||||
description: 'Vi försöker igen vid nästa körning. Bankanslutningen är aktiv.',
|
||||
variant: 'destructive',
|
||||
setProgressState({
|
||||
kind: 'failed',
|
||||
error: { message: 'Vi sparade kontovalet men kunde inte hämta transaktioner just nu. Vi försöker igen vid nästa körning.' },
|
||||
})
|
||||
} else {
|
||||
toast({
|
||||
title: 'Kontoval sparat',
|
||||
description: `${data.enabled_count} av ${data.total_count} konton kommer synkas.`,
|
||||
})
|
||||
onOpenChange(false)
|
||||
}
|
||||
|
||||
onOpenChange(false)
|
||||
onSaved()
|
||||
} catch (error) {
|
||||
toast({
|
||||
title: 'Fel',
|
||||
description: error instanceof Error ? error.message : 'Kunde inte spara kontoval',
|
||||
variant: 'destructive',
|
||||
})
|
||||
const message = error instanceof Error ? error.message : 'Kunde inte spara kontoval'
|
||||
if (isInitialSelection) {
|
||||
setProgressState({ kind: 'failed', error: { message } })
|
||||
} else {
|
||||
toast({
|
||||
title: 'Fel',
|
||||
description: message,
|
||||
variant: 'destructive',
|
||||
})
|
||||
}
|
||||
} finally {
|
||||
setIsSaving(false)
|
||||
}
|
||||
@@ -289,7 +334,49 @@ export function AccountPickerDialog({
|
||||
return d.toISOString().split('T')[0]
|
||||
}, [sieLastDate])
|
||||
|
||||
const fiscalYearStart = useMemo(
|
||||
() => getCurrentFiscalYearStart(companySettings),
|
||||
[companySettings],
|
||||
)
|
||||
|
||||
const previousFiscalYearStart = useMemo(
|
||||
() => getPreviousFiscalYearStart(companySettings),
|
||||
[companySettings],
|
||||
)
|
||||
|
||||
// Resolve mode → concrete request payload and a "resolved from-date" for display.
|
||||
const lookback = useMemo(() => {
|
||||
if (lookbackMode === 'fast') {
|
||||
return { body: { initial_lookback_days: 90 }, fromDate: null as string | null, days: 90 }
|
||||
}
|
||||
if (lookbackMode === 'fiscal-year') {
|
||||
return { body: { initial_lookback_from_date: fiscalYearStart }, fromDate: fiscalYearStart, days: daysBetween(fiscalYearStart) }
|
||||
}
|
||||
// custom
|
||||
const date = customSubMode === 'previous-fiscal-year' ? previousFiscalYearStart : customDate
|
||||
if (date && /^\d{4}-\d{2}-\d{2}$/.test(date)) {
|
||||
return { body: { initial_lookback_from_date: date }, fromDate: date, days: daysBetween(date) }
|
||||
}
|
||||
return { body: null as Record<string, string | number> | null, fromDate: null as string | null, days: 0 }
|
||||
}, [lookbackMode, customSubMode, customDate, fiscalYearStart, previousFiscalYearStart])
|
||||
|
||||
const showLongRangeHelper = lookback.days > 90
|
||||
|
||||
return (
|
||||
<>
|
||||
<BankSyncProgressDialog
|
||||
open={progressOpen}
|
||||
onOpenChange={(next) => {
|
||||
setProgressOpen(next)
|
||||
// When the user closes the summary, propagate the saved/refresh
|
||||
// signal to the parent (it would have been emitted on success earlier;
|
||||
// this just guards the failure case where we still want a refresh).
|
||||
if (!next) onSaved()
|
||||
}}
|
||||
bankName={bankName}
|
||||
accounts={accounts.filter((a) => selected.has(a.uid))}
|
||||
state={progressState}
|
||||
/>
|
||||
<Dialog open={open} onOpenChange={onOpenChange}>
|
||||
<DialogContent className="max-w-2xl">
|
||||
<DialogHeader>
|
||||
@@ -302,70 +389,131 @@ export function AccountPickerDialog({
|
||||
</DialogHeader>
|
||||
|
||||
{isInitialSelection && (
|
||||
<div className="rounded-lg border border-border bg-muted/30 p-4 text-sm">
|
||||
{sieLastDate && dayAfterSie ? (
|
||||
<div className="space-y-2">
|
||||
<p>
|
||||
Vi hittade en SIE-import som täcker fram till{' '}
|
||||
<span className="font-medium tabular-nums">{sieLastDate}</span>.
|
||||
Vi hämtar bankhistorik från{' '}
|
||||
<span className="font-medium tabular-nums">{dayAfterSie}</span>{' '}
|
||||
så att inget överlappar din tidigare bokföring.
|
||||
<div className="space-y-3 rounded-lg border border-border bg-muted/30 p-4 text-sm">
|
||||
<div>
|
||||
<label className="block text-xs font-medium uppercase tracking-wider text-muted-foreground">
|
||||
Hämta historik från
|
||||
</label>
|
||||
<p className="mt-1 text-xs text-muted-foreground">
|
||||
Vi börjar hämta transaktioner från det datum du väljer. Du behöver inte tänka i dagar.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{sieLastDate && dayAfterSie && (
|
||||
<div className="flex items-start justify-between gap-3 rounded-md border border-border bg-background/60 p-3">
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Senaste SIE-importen täcker till{' '}
|
||||
<span className="font-medium tabular-nums text-foreground">{sieLastDate}</span>.
|
||||
Vi föreslår{' '}
|
||||
<span className="font-medium tabular-nums text-foreground">{dayAfterSie}</span>{' '}
|
||||
som startdatum så inget överlappar din bokföring.
|
||||
</p>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setShowCustomLookback(v => !v)}
|
||||
className="text-xs text-muted-foreground underline-offset-2 hover:underline"
|
||||
className="shrink-0 text-xs text-foreground underline underline-offset-2"
|
||||
onClick={() => {
|
||||
setLookbackMode('custom')
|
||||
setCustomSubMode('date')
|
||||
setCustomDate(dayAfterSie)
|
||||
}}
|
||||
disabled={isSaving}
|
||||
>
|
||||
{showCustomLookback ? 'Använd föreslagen period' : 'Anpassa period'}
|
||||
Använd detta datum
|
||||
</button>
|
||||
{showCustomLookback && (
|
||||
<Select
|
||||
value={String(lookbackDays)}
|
||||
onValueChange={(v) => setLookbackDays(Number(v))}
|
||||
disabled={isSaving}
|
||||
>
|
||||
<SelectTrigger className="mt-2 w-full">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
{LOOKBACK_OPTIONS.map(opt => (
|
||||
<SelectItem key={opt.days} value={String(opt.days)}>
|
||||
{opt.label}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
)}
|
||||
</div>
|
||||
) : (
|
||||
<div className="space-y-2">
|
||||
<label className="block text-xs font-medium uppercase tracking-wider text-muted-foreground">
|
||||
Hämta historik från
|
||||
</label>
|
||||
<Select
|
||||
value={String(lookbackDays)}
|
||||
onValueChange={(v) => setLookbackDays(Number(v))}
|
||||
)}
|
||||
|
||||
<div className="space-y-2">
|
||||
<label className="flex cursor-pointer items-start gap-2">
|
||||
<input
|
||||
type="radio"
|
||||
name="lookback-mode"
|
||||
value="fast"
|
||||
checked={lookbackMode === 'fast'}
|
||||
onChange={() => setLookbackMode('fast')}
|
||||
disabled={isSaving}
|
||||
className="mt-1"
|
||||
/>
|
||||
<span>
|
||||
<span className="block">Senaste 90 dagar <span className="text-muted-foreground">(snabbt)</span></span>
|
||||
</span>
|
||||
</label>
|
||||
|
||||
<label className="flex cursor-pointer items-start gap-2">
|
||||
<input
|
||||
type="radio"
|
||||
name="lookback-mode"
|
||||
value="fiscal-year"
|
||||
checked={lookbackMode === 'fiscal-year'}
|
||||
onChange={() => setLookbackMode('fiscal-year')}
|
||||
disabled={isSaving}
|
||||
className="mt-1"
|
||||
/>
|
||||
<span>
|
||||
<span className="block">Sedan räkenskapsårets början</span>
|
||||
<span className="text-xs text-muted-foreground tabular-nums">
|
||||
från {fiscalYearStart}
|
||||
</span>
|
||||
</span>
|
||||
</label>
|
||||
|
||||
<label className="flex cursor-pointer items-start gap-2">
|
||||
<input
|
||||
type="radio"
|
||||
name="lookback-mode"
|
||||
value="custom"
|
||||
checked={lookbackMode === 'custom'}
|
||||
onChange={() => setLookbackMode('custom')}
|
||||
disabled={isSaving}
|
||||
className="mt-1"
|
||||
/>
|
||||
<span className="flex-1">
|
||||
<span className="block">Anpassat datum</span>
|
||||
{lookbackMode === 'custom' && (
|
||||
<div className="mt-2 space-y-2">
|
||||
<Select
|
||||
value={customSubMode}
|
||||
onValueChange={(v) => setCustomSubMode(v as CustomSubMode)}
|
||||
disabled={isSaving}
|
||||
>
|
||||
<SelectTrigger className="w-full">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
<SelectItem value="date">Specifikt datum</SelectItem>
|
||||
<SelectItem value="previous-fiscal-year">
|
||||
Föregående räkenskapsårets start ({previousFiscalYearStart})
|
||||
</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
{customSubMode === 'date' && (
|
||||
<Input
|
||||
type="date"
|
||||
value={customDate}
|
||||
onChange={(e) => setCustomDate(e.target.value)}
|
||||
max={new Date().toISOString().split('T')[0]}
|
||||
min={new Date(Date.now() - 365 * 24 * 60 * 60 * 1000).toISOString().split('T')[0]}
|
||||
disabled={isSaving}
|
||||
className="tabular-nums"
|
||||
/>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</span>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
{showLongRangeHelper && (
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Din bank returnerar oftast max 90 dagar. Behöver du äldre transaktioner kan du{' '}
|
||||
<Link
|
||||
href="/import?mode=sie"
|
||||
className="text-foreground underline underline-offset-2"
|
||||
>
|
||||
<SelectTrigger className="w-full">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
{LOOKBACK_OPTIONS.map(opt => (
|
||||
<SelectItem key={opt.days} value={String(opt.days)}>
|
||||
{opt.label}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<p className="text-xs text-muted-foreground">
|
||||
PSD2-bankregler begränsar oftast historiken till 90 dagar bakåt.
|
||||
Vi visar exakt vad banken returnerade efter sparat val.
|
||||
För äldre data, använd SIE- eller CSV-import.
|
||||
</p>
|
||||
</div>
|
||||
importera via SIE eller bankfil
|
||||
</Link>
|
||||
. Vi visar exakt vad banken returnerade efter sparat val.
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
@@ -500,5 +648,6 @@ export function AccountPickerDialog({
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
</>
|
||||
)
|
||||
}
|
||||
|
||||
@@ -0,0 +1,176 @@
|
||||
'use client'
|
||||
|
||||
import Link from 'next/link'
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogDescription,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
} from '@/components/ui/dialog'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Loader2, CheckCircle2, AlertTriangle } from 'lucide-react'
|
||||
import { daysBetween } from '@/lib/company/fiscal-year'
|
||||
import type { StoredAccount } from '../types'
|
||||
|
||||
export interface SyncProgressSummary {
|
||||
imported: number
|
||||
duplicates: number
|
||||
requested_from: string
|
||||
returned_min_date: string | null
|
||||
returned_max_date: string | null
|
||||
}
|
||||
|
||||
export interface SyncProgressError {
|
||||
message: string
|
||||
}
|
||||
|
||||
export type SyncProgressState =
|
||||
| { kind: 'syncing' }
|
||||
| { kind: 'done'; summary: SyncProgressSummary }
|
||||
| { kind: 'failed'; error: SyncProgressError }
|
||||
|
||||
interface BankSyncProgressDialogProps {
|
||||
open: boolean
|
||||
onOpenChange: (open: boolean) => void
|
||||
bankName: string
|
||||
accounts: StoredAccount[]
|
||||
state: SyncProgressState
|
||||
}
|
||||
|
||||
export function BankSyncProgressDialog({
|
||||
open,
|
||||
onOpenChange,
|
||||
bankName,
|
||||
accounts,
|
||||
state,
|
||||
}: BankSyncProgressDialogProps) {
|
||||
// Close-prevention while sync is in flight is handled inline below via the
|
||||
// onOpenChange guard + onPointerDownOutside + onEscapeKeyDown handlers.
|
||||
|
||||
const enabledAccounts = accounts.filter((a) => a.enabled !== false)
|
||||
|
||||
return (
|
||||
<Dialog
|
||||
open={open}
|
||||
onOpenChange={(next) => {
|
||||
// Block manual close mid-sync
|
||||
if (!next && state.kind === 'syncing') return
|
||||
onOpenChange(next)
|
||||
}}
|
||||
>
|
||||
<DialogContent
|
||||
className="max-w-md"
|
||||
onPointerDownOutside={(e) => {
|
||||
if (state.kind === 'syncing') e.preventDefault()
|
||||
}}
|
||||
onEscapeKeyDown={(e) => {
|
||||
if (state.kind === 'syncing') e.preventDefault()
|
||||
}}
|
||||
>
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
{state.kind === 'syncing' && `Hämtar transaktioner från ${bankName}`}
|
||||
{state.kind === 'done' && 'Klart'}
|
||||
{state.kind === 'failed' && 'Synkningen misslyckades'}
|
||||
</DialogTitle>
|
||||
<DialogDescription>
|
||||
{state.kind === 'syncing' && (
|
||||
<>
|
||||
Vi hämtar transaktioner från {enabledAccounts.length}{' '}
|
||||
{enabledAccounts.length === 1 ? 'konto' : 'konton'}. Detta kan ta upp till en minut. Stäng inte fönstret.
|
||||
</>
|
||||
)}
|
||||
{state.kind === 'done' && (
|
||||
<>
|
||||
Vi hämtade {state.summary.imported}{' '}
|
||||
{state.summary.imported === 1 ? 'transaktion' : 'transaktioner'}.
|
||||
</>
|
||||
)}
|
||||
{state.kind === 'failed' && (
|
||||
<>Vi försöker igen automatiskt i bakgrunden. Du kan stänga den här rutan.</>
|
||||
)}
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
{state.kind === 'syncing' && (
|
||||
<div className="space-y-3 py-2">
|
||||
<div className="flex items-center justify-center py-6">
|
||||
<Loader2 className="h-8 w-8 animate-spin text-muted-foreground" />
|
||||
</div>
|
||||
<ul className="rounded-lg border border-border divide-y divide-border text-sm">
|
||||
{enabledAccounts.map((a) => (
|
||||
<li key={a.uid} className="flex items-center justify-between gap-3 px-3 py-2">
|
||||
<span className="truncate">{a.name || a.iban || a.uid}</span>
|
||||
<span className="text-xs text-muted-foreground">{a.currency}</span>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{state.kind === 'done' && (
|
||||
<DoneBody summary={state.summary} />
|
||||
)}
|
||||
|
||||
{state.kind === 'failed' && (
|
||||
<div className="rounded-lg border border-border bg-muted/30 p-3 text-sm text-muted-foreground">
|
||||
{state.error.message}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<DialogFooter>
|
||||
<Button
|
||||
type="button"
|
||||
onClick={() => onOpenChange(false)}
|
||||
disabled={state.kind === 'syncing'}
|
||||
>
|
||||
{state.kind === 'syncing' ? 'Hämtar…' : 'Klar'}
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
)
|
||||
}
|
||||
|
||||
function DoneBody({ summary }: { summary: SyncProgressSummary }) {
|
||||
const requestedDays = daysBetween(summary.requested_from)
|
||||
const returnedDays =
|
||||
summary.returned_min_date && summary.returned_max_date
|
||||
? daysBetween(summary.returned_min_date, new Date(summary.returned_max_date))
|
||||
: 0
|
||||
const wasTruncated = requestedDays - returnedDays > 7
|
||||
|
||||
return (
|
||||
<div className="space-y-3 py-2">
|
||||
<div className="flex items-center gap-3 rounded-lg border border-border bg-muted/30 p-4">
|
||||
<CheckCircle2 className="h-6 w-6 shrink-0 text-foreground" />
|
||||
<div className="text-sm">
|
||||
<p>
|
||||
<span className="tabular-nums font-medium">{summary.imported}</span> nya transaktioner
|
||||
importerade.
|
||||
</p>
|
||||
{summary.returned_min_date && summary.returned_max_date && (
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Datum: {summary.returned_min_date} → {summary.returned_max_date}
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{wasTruncated && (
|
||||
<div className="flex items-start gap-2 rounded-lg border border-border bg-muted/30 p-3 text-xs text-muted-foreground">
|
||||
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0" />
|
||||
<span>
|
||||
Banken returnerade kortare historik än begärt. För äldre data, använd{' '}
|
||||
<Link href="/import?mode=sie" className="text-foreground underline underline-offset-2">
|
||||
SIE- eller bankfil-import
|
||||
</Link>
|
||||
.
|
||||
</span>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)
|
||||
}
|
||||
@@ -458,6 +458,7 @@ export const enableBankingExtension: Extension = {
|
||||
const connection_id = body?.connection_id
|
||||
const enabled_uids = body?.enabled_uids
|
||||
const rawLookback = body?.initial_lookback_days
|
||||
const rawLookbackFromDate = body?.initial_lookback_from_date
|
||||
const account_mappings = body?.account_mappings
|
||||
|
||||
if (typeof connection_id !== 'string' || !connection_id) {
|
||||
@@ -519,7 +520,35 @@ export const enableBankingExtension: Extension = {
|
||||
// Default 120; clamp to [30, 365]. Ignored for selection edits.
|
||||
// PSD2 obliges ASPSPs to ~90 days without fresh SCA, but many Swedish banks
|
||||
// return more if asked — request 120 and accept whatever the bank gives back.
|
||||
//
|
||||
// If the client sent initial_lookback_from_date (preferred for fiscal-year-anchored
|
||||
// backfills), derive days from that and reject future dates outright. Otherwise
|
||||
// fall back to initial_lookback_days (or the 120-day default).
|
||||
if (typeof rawLookbackFromDate === 'string' && /^\d{4}-\d{2}-\d{2}$/.test(rawLookbackFromDate)) {
|
||||
const from = new Date(rawLookbackFromDate + 'T00:00:00Z')
|
||||
if (!Number.isFinite(from.getTime())) {
|
||||
return NextResponse.json(
|
||||
{ error: 'initial_lookback_from_date är inte ett giltigt datum.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
const diffMs = Date.now() - from.getTime()
|
||||
const daysFromDate = Math.ceil(diffMs / (24 * 60 * 60 * 1000))
|
||||
if (daysFromDate <= 0) {
|
||||
return NextResponse.json(
|
||||
{ error: 'initial_lookback_from_date måste ligga i det förflutna.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
}
|
||||
const initialLookbackDays = (() => {
|
||||
if (typeof rawLookbackFromDate === 'string' && /^\d{4}-\d{2}-\d{2}$/.test(rawLookbackFromDate)) {
|
||||
const from = new Date(rawLookbackFromDate + 'T00:00:00Z')
|
||||
// Future/invalid dates already rejected above; days > 0 is guaranteed.
|
||||
const diffMs = Date.now() - from.getTime()
|
||||
const days = Math.ceil(diffMs / (24 * 60 * 60 * 1000))
|
||||
return Math.min(365, Math.max(1, days))
|
||||
}
|
||||
const n = typeof rawLookback === 'number' && Number.isFinite(rawLookback) ? rawLookback : 120
|
||||
return Math.min(365, Math.max(30, Math.round(n)))
|
||||
})()
|
||||
|
||||
@@ -24,6 +24,26 @@ import { linkToJournalEntry } from '@/lib/core/documents/document-service'
|
||||
import { CreateSupplierInvoiceSchema, BookInboxItemDirectlySchema } from '@/lib/api/schemas'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { checkInboxUploadRateLimit } from '@/lib/rate-limits/inbox'
|
||||
import { simpleParser } from 'mailparser'
|
||||
import path from 'node:path'
|
||||
|
||||
/**
|
||||
* Defensive filename sanitisation for content arriving from .eml inner
|
||||
* attachments and rejected-attachment metadata. The document-service already
|
||||
* sanitises before storage paths are built (lib/core/documents/document-service.ts),
|
||||
* so this is defense-in-depth: strip directory traversal sequences and exotic
|
||||
* characters before they ever flow into DB columns or downstream consumers.
|
||||
*/
|
||||
function sanitiseFilename(raw: string | null | undefined, fallback: string): string {
|
||||
const base = path.basename(String(raw ?? '').trim())
|
||||
const cleaned = base.replace(/[^\w.-]/g, '_').slice(0, 200)
|
||||
return cleaned || fallback
|
||||
}
|
||||
|
||||
function sanitiseMime(raw: string | null | undefined): string {
|
||||
const value = String(raw ?? '').trim().slice(0, 120)
|
||||
return /^[\w./+-]+$/.test(value) ? value : 'application/octet-stream'
|
||||
}
|
||||
import type { InvoiceExtractionResult, InvoiceInboxItem, SupplierInvoice, SupplierInvoiceItem } from '@/types'
|
||||
|
||||
const MAX_FILE_SIZE = 10 * 1024 * 1024
|
||||
@@ -1116,6 +1136,45 @@ export const invoiceInboxExtension: Extension = {
|
||||
}
|
||||
|
||||
const results: Array<{ attachment_id: string; inbox_item_id?: string; error?: string; duplicate?: boolean }> = []
|
||||
|
||||
// Persist a "rejected" inbox row so the user has visibility into the drop.
|
||||
// Without this, attachments that fail MIME validation vanish silently —
|
||||
// a common Gmail "forward as attachment" foot-gun until we added .eml
|
||||
// handling below.
|
||||
const logRejection = async (
|
||||
attachmentId: string,
|
||||
attachmentName: string | null,
|
||||
mime: string,
|
||||
reason: string,
|
||||
) => {
|
||||
// attachment_name and mime are attacker-controlled (they come from the
|
||||
// forwarded email headers); sanitise before they land in the JSONB
|
||||
// raw_email_payload column so they can't surface as injection or
|
||||
// oversized values when read back into the UI / audit trails.
|
||||
try {
|
||||
await serviceSupabase.from('invoice_inbox_items').insert({
|
||||
company_id: inbox.company_id,
|
||||
user_id: userId,
|
||||
status: 'error',
|
||||
source: 'email',
|
||||
email_from: from,
|
||||
email_subject: subject,
|
||||
email_received_at: created_at,
|
||||
email_body_text: bodyText,
|
||||
resend_email_id: email_id,
|
||||
resend_attachment_id: attachmentId,
|
||||
error_message: reason.slice(0, 500),
|
||||
raw_email_payload: {
|
||||
messageId: message_id,
|
||||
attachment_name: sanitiseFilename(attachmentName, 'unknown'),
|
||||
mime: sanitiseMime(mime),
|
||||
},
|
||||
})
|
||||
} catch (insertErr) {
|
||||
console.error('[invoice-inbox/inbound] Failed to log rejected attachment:', insertErr)
|
||||
}
|
||||
}
|
||||
|
||||
for (const att of attachments) {
|
||||
try {
|
||||
const { data: existing } = await serviceSupabase
|
||||
@@ -1130,11 +1189,66 @@ export const invoiceInboxExtension: Extension = {
|
||||
}
|
||||
|
||||
const download = await fetchInboundAttachment(email_id, att.id)
|
||||
|
||||
// Gmail "Forward as attachment" wraps the original email as message/rfc822.
|
||||
// Unwrap it and process the inner attachments as if they had arrived
|
||||
// directly, carrying the inner email's subject/from into our metadata.
|
||||
if (download.contentType === 'message/rfc822') {
|
||||
const parsed = await simpleParser(Buffer.from(download.buffer))
|
||||
const innerAttachments = parsed.attachments || []
|
||||
if (innerAttachments.length === 0) {
|
||||
await logRejection(att.id, download.filename, download.contentType, 'Det vidarebefordrade meddelandet innehöll inga bilagor')
|
||||
results.push({ attachment_id: att.id, error: 'eml_no_inner_attachments' })
|
||||
continue
|
||||
}
|
||||
const innerFrom = parsed.from?.text || from
|
||||
const innerSubject = parsed.subject || subject
|
||||
for (let i = 0; i < innerAttachments.length; i++) {
|
||||
const inner = innerAttachments[i]
|
||||
const innerType = sanitiseMime(inner.contentType)
|
||||
const innerName = sanitiseFilename(inner.filename, `attachment-${i}`)
|
||||
const innerBuffer = inner.content
|
||||
if (!innerBuffer) continue
|
||||
const innerId = `${att.id}#${i}`
|
||||
if (!UPLOAD_ALLOWED_MIME_TYPES.has(innerType)) {
|
||||
await logRejection(innerId, innerName, innerType, `Avvisad bilaga från vidarebefordrat mejl: filtypen ${innerType} stöds inte`)
|
||||
results.push({ attachment_id: innerId, error: `Unsupported type ${innerType}` })
|
||||
continue
|
||||
}
|
||||
if (innerBuffer.byteLength > MAX_FILE_SIZE) {
|
||||
await logRejection(innerId, innerName, innerType, 'Bilagan i det vidarebefordrade mejlet är för stor')
|
||||
results.push({ attachment_id: innerId, error: 'Inner attachment too large' })
|
||||
continue
|
||||
}
|
||||
const innerArrayBuffer = new Uint8Array(innerBuffer).buffer
|
||||
const innerResult = await uploadAndExtract(
|
||||
serviceSupabase,
|
||||
userId,
|
||||
inbox.company_id,
|
||||
{ name: innerName, buffer: innerArrayBuffer, type: innerType },
|
||||
'email',
|
||||
{
|
||||
from: innerFrom,
|
||||
subject: innerSubject,
|
||||
receivedAt: created_at,
|
||||
messageId: message_id,
|
||||
bodyText,
|
||||
resendEmailId: email_id,
|
||||
resendAttachmentId: innerId,
|
||||
}
|
||||
)
|
||||
results.push({ attachment_id: innerId, inbox_item_id: innerResult.inbox_item_id })
|
||||
}
|
||||
continue
|
||||
}
|
||||
|
||||
if (!UPLOAD_ALLOWED_MIME_TYPES.has(download.contentType)) {
|
||||
await logRejection(att.id, download.filename, download.contentType, `Avvisad: filtypen ${download.contentType} stöds inte`)
|
||||
results.push({ attachment_id: att.id, error: `Unsupported type ${download.contentType}` })
|
||||
continue
|
||||
}
|
||||
if (download.buffer.byteLength > MAX_FILE_SIZE) {
|
||||
await logRejection(att.id, download.filename, download.contentType, 'Bilagan är för stor')
|
||||
results.push({ attachment_id: att.id, error: 'Attachment too large' })
|
||||
continue
|
||||
}
|
||||
|
||||
@@ -3407,7 +3407,7 @@ export const tools: McpTool[] = [
|
||||
|
||||
{
|
||||
name: 'gnubok_match_transaction_to_invoice',
|
||||
description: 'Match a bank transaction (income, amount>0) to a customer invoice. Stages for approval. Supports partial payments and auto-storno of prior categorization.',
|
||||
description: 'Match a bank transaction (income, amount>0) to a customer invoice. Confirm tx date/amount and invoice number/customer match before staging — preview mirrors what you pass. Supports partial payments and auto-storno of prior categorization.',
|
||||
inputSchema: {
|
||||
type: 'object',
|
||||
additionalProperties: false,
|
||||
@@ -3432,7 +3432,7 @@ export const tools: McpTool[] = [
|
||||
// Validate both exist and are matchable
|
||||
const { data: transaction, error: txError } = await supabase
|
||||
.from('transactions')
|
||||
.select('id, description, merchant_name, amount, currency, invoice_id')
|
||||
.select('id, description, merchant_name, amount, currency, date, invoice_id')
|
||||
.eq('id', transactionId)
|
||||
.eq('company_id', companyId)
|
||||
.single()
|
||||
@@ -3462,9 +3462,14 @@ export const tools: McpTool[] = [
|
||||
transaction_description: txDesc,
|
||||
transaction_amount: transaction.amount,
|
||||
transaction_currency: transaction.currency,
|
||||
// Surface both dates so the reviewer can spot a material mismatch
|
||||
// between the payment and the invoice it's being matched against
|
||||
// before approving.
|
||||
transaction_date: transaction.date,
|
||||
invoice_number: invoice.invoice_number,
|
||||
invoice_total: invoice.total,
|
||||
invoice_currency: invoice.currency,
|
||||
invoice_date: invoice.invoice_date,
|
||||
customer_name: (invoice.customer as Record<string, unknown>)?.name as string,
|
||||
},
|
||||
actor
|
||||
@@ -4369,7 +4374,7 @@ export const tools: McpTool[] = [
|
||||
|
||||
{
|
||||
name: 'gnubok_attach_document_to_transaction',
|
||||
description: 'Stage attaching a document to a bank transaction. The document is pinned to the tx; when the tx is later categorized the link propagates to the journal entry. Stages for approval.',
|
||||
description: 'Stage attaching a document to a bank transaction. Verify tx (date, amount, counterparty) and document (filename, vendor, amount) match first — the preview shown to the human reviewer mirrors what you pass here. Stages for approval.',
|
||||
inputSchema: {
|
||||
type: 'object',
|
||||
additionalProperties: false,
|
||||
|
||||
Reference in New Issue
Block a user