fix(import): actionable hint when a bank CSV lands in the opening-balance importer (#953)

* fix(import): hint when a bank statement is uploaded as opening balances

Uploading a bank statement CSV to the opening-balance importer produced
the generic 'Inga konton med belopp hittades' error with no clue that
the file belongs in the bank-transactions importer (#918, users got
stuck together with #915).

When the opening-balance parse yields zero account rows, the parser now
runs the registered bank-file format detectors over the CSV content
(the generic CSV fallback never auto-detects, so any match is a real
bank format) and reports the matched format name as
detected_bank_format on the parse result. The upload step then shows an
actionable Swedish error naming the bank plus a button that routes to
the bank-transactions importer (/import?mode=bank).

Closes #918

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

* fix(import): use the standard bank-import CTA wording (CodeRabbit)

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-07-09 21:10:09 +02:00
committed by GitHub
co-authored by Claude Fable 5
parent b21aa84268
commit 982fe77f72
5 changed files with 122 additions and 2 deletions
+16 -1
View File
@@ -814,10 +814,12 @@ const OB_STEP_LABELS: Record<OpeningBalanceStep, string> = {
function OpeningBalanceFlow() {
const { toast } = useToast()
const { dialogProps, confirm } = useDestructiveConfirm()
const router = useRouter()
const [obStep, setObStep] = useState<OpeningBalanceStep>('upload')
const [obIsLoading, setObIsLoading] = useState(false)
const [obError, setObError] = useState<string | null>(null)
const [obBankFormatHint, setObBankFormatHint] = useState<string | null>(null)
const [obFile, setObFile] = useState<File | null>(null)
const [parseResult, setParseResult] = useState<OpeningBalanceParseResult | null>(null)
const [editedRows, setEditedRows] = useState<{
@@ -836,6 +838,7 @@ function OpeningBalanceFlow() {
const handleFileSelect = useCallback(async (file: File) => {
setObError(null)
setObBankFormatHint(null)
setObIsLoading(true)
setObFile(file)
@@ -859,7 +862,13 @@ function OpeningBalanceFlow() {
setParseResult(result)
if (result.rows.length === 0) {
setObError('Inga konton med belopp hittades i filen. Kontrollera att filen innehåller kontonummer och belopp.')
if (result.detected_bank_format) {
// The file is a bank statement uploaded to the wrong importer (#918)
setObBankFormatHint(result.detected_bank_format)
setObError(`Filen ser ut som ett kontoutdrag från ${result.detected_bank_format}, inte ingående balanser. Kontoutdrag importeras under "Banktransaktioner".`)
} else {
setObError('Inga konton med belopp hittades i filen. Kontrollera att filen innehåller kontonummer och belopp.')
}
return
}
@@ -981,6 +990,7 @@ function OpeningBalanceFlow() {
setEditedRows([])
setExecuteResult(null)
setObError(null)
setObBankFormatHint(null)
}
return (
@@ -1016,6 +1026,11 @@ function OpeningBalanceFlow() {
onFileSelect={handleFileSelect}
isLoading={obIsLoading}
error={obError}
errorAction={
obBankFormatHint
? { label: 'Importera banktransaktioner', onClick: () => router.push('/import?mode=bank') }
: undefined
}
/>
)}