feat: enable banking hardening, arcim inference, SIE fixes, onboarding (#32)

* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: comprehensive UI design audit and normalization

Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code

Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons

Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility

Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%

Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: bookkeeping flow audit — design system, accessibility, UX

- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: onboarding and empty state improvements

Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code

Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: clarify Swedish UX copy — terminology, errors, descriptions

Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)

Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts

Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: design critique — dashboard affordance, reports description

Dashboard:
- Add ChevronRight indicator to clickable summary cards
  (Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards

Reports:
- Replace feature list description with actionable guidance
  "Huvudbok, grundbok..." → "Generera skattedeklarationer..."

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace generic "Fel" error toasts with specific messages

Deadlines: 5 generic "Fel" → specific per-action titles
  (create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
  (load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
  (supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint

All error toasts now follow pattern:
  title = what failed, description = how to recover

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace all remaining generic "Fel" error toasts (37 instances)

Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:

- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"

Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: import flow — normalize stat typography, remove console.warn

- Replace font-bold with font-display font-medium on 13 stat numbers
  across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
  ImportResultStep (missed by systemic sweep since these are in
  components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: final cleanup — console statements, remaining font-bold stats

Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls

Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review feedback

loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
  match card for transactions loaded via "Ladda fler"

fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
  exits after 500 pages instead of running forever

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: minimize CLAUDE.md — remove derivable content, fix stale data

Remove ~230 lines (51% reduction) of content that duplicates what's
already in the source code (directory tree, function tables, type
definitions, migration lists). Update migration count (63→65), add
missing test helpers, fix cron job list. Keep all high-value sections:
accounting guard rails, BAS accounts, VAT rutor, design context.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements

- Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits
- Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes
- SIE import: Parser and import fixes with new migration
- BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259)
- Dashboard: New SIE import and stale uncategorized transaction queries
- Onboarding: Enhanced NewUserChecklist
- Period service: Improvements with updated tests
- Transaction ingest: Updated logic and tests

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps

- Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice'
- Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix)
- Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window
- Deduplicate migration timestamps: rename SIE migration to 20260316120100

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-03-16 14:21:32 +01:00
committed by GitHub
co-authored by Claude Opus 4.6
parent 56fb117d16
commit 98cd253bce
37 changed files with 2197 additions and 413 deletions
+23
View File
@@ -17,6 +17,7 @@ import {
Landmark,
CheckCircle2,
FileWarning,
Clock,
} from 'lucide-react'
import { getExtensionDefinition } from '@/lib/extensions/sectors'
import { resolveIcon } from '@/lib/extensions/icon-resolver'
@@ -41,6 +42,7 @@ interface DashboardContentProps {
deadlines: Deadline[]
receiptQueue: ReceiptQueueSummary | null
missingUnderlagCount: number
staleUncategorizedCount: number
}
onboardingProgress?: OnboardingProgress
enabledExtensions?: { sector_slug: string; extension_slug: string }[]
@@ -182,6 +184,26 @@ export default function DashboardContent({ firstName, settings, summary, onboard
)
}
if (summary.staleUncategorizedCount > 0) {
alertItems.push(
<Link key="stale-transactions" href="/transactions" className="group">
<Card className="h-full border-destructive/30 hover:bg-destructive/[0.03] transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-3">
<Clock className="h-4 w-4 text-destructive flex-shrink-0" />
<div>
<p className="font-medium text-sm">Gamla transaktioner</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.staleUncategorizedCount} transaktioner äldre än 14 dagar saknar bokföring
</p>
</div>
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.expiringBankConnections && summary.expiringBankConnections.length > 0) {
const conn = summary.expiringBankConnections[0]
alertItems.push(
@@ -249,6 +271,7 @@ export default function DashboardContent({ firstName, settings, summary, onboard
hasCustomers={onboardingProgress.hasCustomers}
hasInvoices={onboardingProgress.hasInvoices}
hasBankConnected={onboardingProgress.hasBankConnected}
hasSIEImport={onboardingProgress.hasSIEImport}
/>
</section>
)}
@@ -2,14 +2,14 @@
import type { WorkspaceComponentProps } from '@/lib/extensions/workspace-registry'
import EmptyExtensionState from '@/components/extensions/shared/EmptyExtensionState'
import { Sparkles } from 'lucide-react'
import { Wand } from 'lucide-react'
export default function AiCategorizationWorkspace({ userId }: WorkspaceComponentProps) {
return (
<EmptyExtensionState
title="AI-kategorisering"
description="AI-kategorisering körs automatiskt när nya transaktioner synkas. Gå till Transaktioner för att se förslag."
icon={<Sparkles className="h-12 w-12 text-muted-foreground/40 mb-4" />}
icon={<Wand className="h-12 w-12 text-muted-foreground/40 mb-4" />}
/>
)
}
@@ -23,6 +23,12 @@ import {
ExternalLink,
Info,
RotateCcw,
AlertTriangle,
ChevronDown,
ChevronRight,
Calendar,
XCircle,
BookOpen,
} from 'lucide-react'
import type { WorkspaceComponentProps } from '@/lib/extensions/workspace-registry'
@@ -732,6 +738,213 @@ function MigratingStep({ currentStep, progress }: { currentStep: string; progres
// ── Result step ─────────────────────────────────────────────────
/** Format a fiscal year label from ISO dates, e.g. "2024-01-01" → "2024" or "2024/2025" */
function formatFiscalYearLabel(start: string, end: string): string {
const startYear = start.slice(0, 4)
const endYear = end.slice(0, 4)
return startYear === endYear ? startYear : `${startYear}/${endYear}`
}
/** Determine the overall status icon and color for a single FY import */
function getFYStatus(r: ImportResult): { icon: 'success' | 'warning' | 'error'; label: string } {
if (r.errors.length > 0 && r.journalEntriesCreated === 0) {
return { icon: 'error', label: 'Misslyckades' }
}
if (r.errors.length > 0 || (r.details?.skippedVouchers && r.details.skippedVouchers.total > 0)) {
return { icon: 'warning', label: 'Delvis importerad' }
}
return { icon: 'success', label: 'Importerad' }
}
const StatusIcon = ({ status }: { status: 'success' | 'warning' | 'error' }) => {
if (status === 'error') return <XCircle className="h-4 w-4 text-destructive" />
if (status === 'warning') return <AlertTriangle className="h-4 w-4 text-amber-500" />
return <CheckCircle className="h-4 w-4 text-green-600" />
}
/** Expandable per-fiscal-year detail card */
function FiscalYearResult({ result, index }: { result: ImportResult; index: number }) {
const [expanded, setExpanded] = useState(false)
const status = getFYStatus(result)
const d = result.details
const fyLabel = d?.fiscalYear
? formatFiscalYearLabel(d.fiscalYear.start, d.fiscalYear.end)
: `Räkenskapsår ${index + 1}`
return (
<div className="rounded-lg border border-border">
{/* Header — always visible */}
<button
type="button"
onClick={() => setExpanded(!expanded)}
className="flex w-full items-center gap-3 p-4 text-left transition-colors hover:bg-accent/50"
>
<StatusIcon status={status.icon} />
<div className="flex-1 min-w-0">
<div className="flex items-baseline gap-2">
<span className="font-medium">{fyLabel}</span>
<span className={`text-sm ${
status.icon === 'error' ? 'text-destructive' :
status.icon === 'warning' ? 'text-amber-600' :
'text-muted-foreground'
}`}>
{status.label}
</span>
</div>
<p className="text-sm text-muted-foreground tabular-nums">
{result.journalEntriesCreated.toLocaleString('sv-SE')} verifikationer importerade
{d?.skippedVouchers && d.skippedVouchers.total > 0 && (
<span className="text-amber-600">
{' · '}{d.skippedVouchers.total} hoppade över
</span>
)}
</p>
</div>
{expanded
? <ChevronDown className="h-4 w-4 shrink-0 text-muted-foreground" />
: <ChevronRight className="h-4 w-4 shrink-0 text-muted-foreground" />
}
</button>
{/* Expanded details */}
{expanded && (
<div className="border-t border-border px-4 pb-4 pt-3 space-y-3">
{/* Errors — shown prominently */}
{result.errors.length > 0 && (
<div className="rounded-md border border-destructive/20 bg-destructive/5 p-3">
<div className="flex items-start gap-2">
<AlertCircle className="mt-0.5 h-4 w-4 shrink-0 text-destructive" />
<div className="space-y-1.5">
<p className="text-sm font-medium text-destructive">
{result.errors.length === 1 ? '1 fel vid import' : `${result.errors.length} fel vid import`}
</p>
{result.errors.map((e, i) => (
<p key={i} className="text-sm text-muted-foreground">{e}</p>
))}
</div>
</div>
</div>
)}
{/* Opening balance adjustment */}
{d?.openingBalance && (
<div className="rounded-md border border-border bg-muted/30 p-3">
<div className="flex items-start gap-2">
<BookOpen className="mt-0.5 h-4 w-4 shrink-0 text-muted-foreground" />
<div>
<p className="text-sm font-medium">Ingående balanser justerade</p>
<p className="text-sm text-muted-foreground">
{d.openingBalance.explanation === 'unallocated_result' && (
<>
Differens på <span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span> bokförd
på konto {d.openingBalance.bookedToAccount}. Detta beror troligen på att föregående
års resultat inte allokerats till eget kapital i källsystemet — vanligt vid byte
av bokföringsprogram.
</>
)}
{d.openingBalance.explanation === 'excluded_accounts' && (
<>
Exkluderade systemkonton (t.ex. Fortnox 0099) hade ingående saldon. Differensen
(<span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span>)
bokförd på konto {d.openingBalance.bookedToAccount}.
</>
)}
{d.openingBalance.explanation === 'rounding' && (
<>
Avrundningsdifferens (<span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span>)
bokförd på konto {d.openingBalance.bookedToAccount}.
</>
)}
{!d.openingBalance.explanation && (
<>
Differens på <span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span> bokförd
på konto {d.openingBalance.bookedToAccount}.
</>
)}
</p>
</div>
</div>
</div>
)}
{/* Skipped vouchers breakdown */}
{d?.skippedVouchers && d.skippedVouchers.total > 0 && (
<div className="rounded-md border border-amber-200 bg-amber-50/50 p-3 dark:border-amber-900/30 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0 text-amber-500" />
<div>
<p className="text-sm font-medium text-amber-700 dark:text-amber-400">
{d.skippedVouchers.total} verifikationer hoppades över
</p>
<p className="mt-1 text-sm text-muted-foreground">
Ofullständiga verifikationer i källsystemet som inte kan importeras.
Saldon har justerats automatiskt via omföringsverifikation.
</p>
<div className="mt-2 grid grid-cols-2 gap-x-6 gap-y-1 text-sm text-muted-foreground tabular-nums">
{d.skippedVouchers.unbalanced > 0 && (
<div className="flex justify-between">
<span>Obalanserade</span>
<span className="font-medium">{d.skippedVouchers.unbalanced}</span>
</div>
)}
{d.skippedVouchers.unmapped > 0 && (
<div className="flex justify-between">
<span>Ej mappade konton</span>
<span className="font-medium">{d.skippedVouchers.unmapped}</span>
</div>
)}
{d.skippedVouchers.singleLine > 0 && (
<div className="flex justify-between">
<span>Enradsverifikationer</span>
<span className="font-medium">{d.skippedVouchers.singleLine}</span>
</div>
)}
{d.skippedVouchers.empty > 0 && (
<div className="flex justify-between">
<span>Tomma</span>
<span className="font-medium">{d.skippedVouchers.empty}</span>
</div>
)}
</div>
</div>
</div>
</div>
)}
{/* Migration adjustment info */}
{d?.migrationAdjustment?.created && (
<div className="rounded-md border border-border bg-muted/30 p-3">
<div className="flex items-start gap-2">
<Info className="mt-0.5 h-4 w-4 shrink-0 text-muted-foreground" />
<div>
<p className="text-sm font-medium">Omföringsverifikation skapad</p>
<p className="text-sm text-muted-foreground">
{d.migrationAdjustment.accountsAdjusted} konton justerade för att saldon ska matcha
källsystemet. Verifikationen kompenserar för hoppade verifikationer så att dina
balansräkning och resultaträkning stämmer.
</p>
</div>
</div>
</div>
)}
{/* Retry info (only shown if retries happened) */}
{d && d.retriedBatches > 0 && (
<p className="text-xs text-muted-foreground">
{d.retriedBatches} {d.retriedBatches === 1 ? 'batch' : 'batcher'} behövde omförsök
{d.failedBatches > 0 && (
<span className="text-destructive">
{' · '}{d.failedBatches} misslyckades trots omförsök
</span>
)}
</p>
)}
</div>
)}
</div>
)
}
function ResultStep({
results,
sieResults,
@@ -753,8 +966,8 @@ function ResultStep({
<div className="flex gap-3 rounded-lg border border-destructive/20 bg-destructive/10 p-4">
<AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-destructive" />
<div>
<p className="font-medium text-destructive">Migreringen misslyckades</p>
<p className="text-sm text-muted-foreground">{error}</p>
<p className="text-base font-medium text-destructive">Migreringen misslyckades</p>
<p className="mt-1 text-sm text-muted-foreground">{error}</p>
</div>
</div>
</CardContent>
@@ -773,77 +986,119 @@ function ResultStep({
const hasResults = results || sieResults.length > 0
if (!hasResults) return null
// Compute combined SIE totals from all FY imports
// Compute combined SIE stats
const totalJournalEntries = sieResults.reduce((sum, r) => sum + r.journalEntriesCreated, 0)
const allSieErrors = sieResults.flatMap(r => r.errors)
const allSieWarnings = sieResults.flatMap(r => r.warnings)
const totalErrors = sieResults.reduce((sum, r) => sum + r.errors.length, 0)
const totalSkipped = sieResults.reduce((sum, r) => (r.details?.skippedVouchers?.total || 0) + sum, 0)
const allSieSucceeded = sieResults.length > 0 && sieResults.every(r => r.success)
const anySieFailed = sieResults.some(r => r.errors.length > 0 && r.journalEntriesCreated === 0)
// Overall status
const overallIcon = anySieFailed ? 'error' as const :
(!allSieSucceeded || totalErrors > 0) ? 'warning' as const : 'success' as const
return (
<div className="space-y-4">
{/* ── Header card with overall summary ── */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<CheckCircle className="h-5 w-5 text-green-600" />
Migrering klar
<CardTitle className="flex items-center gap-2.5">
<StatusIcon status={overallIcon} />
{anySieFailed ? 'Migrering delvis genomförd' :
!allSieSucceeded ? 'Migrering klar med anmärkningar' :
'Migrering klar'}
</CardTitle>
<CardDescription>
Din bokföringsdata har importerats till gnubok.
<CardDescription className="text-sm">
{totalJournalEntries > 0 && (
<>
<span className="tabular-nums font-medium text-foreground">
{totalJournalEntries.toLocaleString('sv-SE')}
</span>
{' verifikationer importerade'}
{sieResults.length > 1 && ` över ${sieResults.length} räkenskapsår`}
{totalSkipped > 0 && (
<span className="text-amber-600">
{' · '}{totalSkipped} hoppade över
</span>
)}
</>
)}
</CardDescription>
</CardHeader>
<CardContent>
<div className="grid gap-3 sm:grid-cols-2">
{/* SIE import results — combined summary */}
{sieResults.length > 0 && (
<ResultRow
label="Bokföringsdata (SIE)"
value={allSieSucceeded ? 'Importerad' : 'Delvis importerad'}
detail={totalJournalEntries > 0
? `${totalJournalEntries} verifikationer skapade (${sieResults.length} räkenskapsår)`
: `${sieResults.length} räkenskapsår importerade`
}
errors={allSieErrors}
warnings={allSieWarnings}
</Card>
{/* ── Per-fiscal-year SIE breakdown ── */}
{sieResults.length > 0 && (
<div className="space-y-2">
<h3 className="flex items-center gap-2 text-sm font-medium text-muted-foreground">
<Database className="h-4 w-4" />
Bokföringsdata (SIE)
</h3>
<div className="space-y-2">
{sieResults.map((r, i) => (
<FiscalYearResult key={i} result={r} index={i} />
))}
</div>
</div>
)}
{/* ── API import results (company info, customers, etc.) ── */}
{results && (
<div className="space-y-2">
<h3 className="flex items-center gap-2 text-sm font-medium text-muted-foreground">
<FileText className="h-4 w-4" />
Övriga data
</h3>
<div className="grid gap-2 sm:grid-cols-2">
{results.companyInfo && (
<EntityResultRow
icon={<Building2 className="h-4 w-4" />}
label="Företagsinformation"
status={results.companyInfo.imported ? 'success' : 'skipped'}
statusText={results.companyInfo.imported ? 'Importerad' : 'Hoppades över'}
/>
)}
{/* API import results */}
{results?.companyInfo && (
<ResultRow label="Företagsinformation" value={results.companyInfo.imported ? 'Importerad' : 'Hoppad'} />
)}
{results?.customers && (
<ResultRow
{results.customers && (
<EntityResultRow
icon={<Users className="h-4 w-4" />}
label="Kunder"
value={`${results.customers.imported} importerade`}
status="success"
statusText={`${results.customers.imported} importerade`}
detail={results.customers.skipped > 0 ? `${results.customers.skipped} fanns redan` : undefined}
/>
)}
{results?.suppliers && (
<ResultRow
{results.suppliers && (
<EntityResultRow
icon={<Truck className="h-4 w-4" />}
label="Leverantörer"
value={`${results.suppliers.imported} importerade`}
status="success"
statusText={`${results.suppliers.imported} importerade`}
detail={results.suppliers.skipped > 0 ? `${results.suppliers.skipped} fanns redan` : undefined}
/>
)}
{results?.salesInvoices && (
<ResultRow
{results.salesInvoices && (
<EntityResultRow
icon={<FileText className="h-4 w-4" />}
label="Kundfakturor"
value={`${results.salesInvoices.imported} importerade`}
detail={results.salesInvoices.skipped > 0 ? `${results.salesInvoices.skipped} hoppade` : undefined}
status="success"
statusText={`${results.salesInvoices.imported} importerade`}
detail={results.salesInvoices.skipped > 0 ? `${results.salesInvoices.skipped} hoppades över` : undefined}
/>
)}
{results?.supplierInvoices && (
<ResultRow
{results.supplierInvoices && (
<EntityResultRow
icon={<FileText className="h-4 w-4" />}
label="Leverantörsfakturor"
value={`${results.supplierInvoices.imported} importerade`}
detail={results.supplierInvoices.skipped > 0 ? `${results.supplierInvoices.skipped} hoppade` : undefined}
status="success"
statusText={`${results.supplierInvoices.imported} importerade`}
detail={results.supplierInvoices.skipped > 0 ? `${results.supplierInvoices.skipped} hoppades över` : undefined}
/>
)}
</div>
</CardContent>
</Card>
</div>
)}
{/* Next steps guidance */}
{/* ── Next steps ── */}
<Card className="bg-muted/50">
<CardHeader>
<CardTitle className="text-base">Nästa steg</CardTitle>
@@ -855,7 +1110,7 @@ function ResultStep({
</div>
<div>
<p className="font-medium">Granska importerade verifikationer</p>
<p className="text-sm text-muted-foreground">Kontrollera att bokföringen ser korrekt ut</p>
<p className="text-sm text-muted-foreground">Kontrollera att bokföringen ser korrekt ut i huvudboken</p>
</div>
</div>
<div className="flex items-start gap-3">
@@ -863,8 +1118,8 @@ function ResultStep({
2
</div>
<div>
<p className="font-medium">Kontrollera kunder och leverantörer</p>
<p className="text-sm text-muted-foreground">Verifiera att kontaktuppgifter och bankinfo stämmer</p>
<p className="font-medium">Stäm av balansräkningen</p>
<p className="text-sm text-muted-foreground">Jämför ingående balanser och saldon mot ditt tidigare system</p>
</div>
</div>
<div className="flex items-start gap-3">
@@ -872,8 +1127,8 @@ function ResultStep({
3
</div>
<div>
<p className="font-medium">Verifiera balanserna i rapporterna</p>
<p className="text-sm text-muted-foreground">Jämför med ditt tidigare system</p>
<p className="font-medium">Kontrollera kunder och leverantörer</p>
<p className="text-sm text-muted-foreground">Verifiera kontaktuppgifter, organisationsnummer och bankinfo</p>
</div>
</div>
</CardContent>
@@ -903,38 +1158,29 @@ function ResultStep({
)
}
function ResultRow({
/** Simple row for non-SIE entity results (customers, invoices, etc.) */
function EntityResultRow({
icon,
label,
value,
status,
statusText,
detail,
errors,
warnings,
}: {
icon: React.ReactNode
label: string
value: string
status: 'success' | 'skipped'
statusText: string
detail?: string
errors?: string[]
warnings?: string[]
}) {
return (
<div className="rounded-lg border border-border p-3">
<p className="text-sm font-medium">{label}</p>
<p className="text-sm text-muted-foreground">{value}</p>
{detail && <p className="text-xs text-muted-foreground">{detail}</p>}
{warnings && warnings.length > 0 && (
<p className="mt-1 text-xs text-warning-foreground">{warnings.join('. ')}</p>
)}
{errors && errors.length > 0 && (
<details className="mt-1">
<summary className="cursor-pointer text-xs text-destructive">
{errors.length} fel
</summary>
<ul className="mt-1 space-y-0.5 text-xs text-muted-foreground">
{errors.slice(0, 5).map((e, i) => <li key={i}>{e}</li>)}
{errors.length > 5 && <li>...och {errors.length - 5} till</li>}
</ul>
</details>
)}
<div className="flex items-center gap-3 rounded-lg border border-border p-3">
<div className="text-muted-foreground">{icon}</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium">{label}</p>
<p className="text-sm text-muted-foreground">{statusText}</p>
{detail && <p className="text-sm text-muted-foreground/70">{detail}</p>}
</div>
<StatusIcon status={status === 'success' ? 'success' : 'warning'} />
</div>
)
}
+163 -53
View File
@@ -8,8 +8,14 @@ import { Progress } from '@/components/ui/progress'
import {
Check,
Circle,
Sparkles,
PartyPopper,
Rocket,
X,
FileUp,
ArrowRight,
UserPlus,
Receipt,
ArrowLeftRight,
} from 'lucide-react'
import { cn } from '@/lib/utils'
@@ -19,17 +25,20 @@ interface ChecklistItem {
description: string
href: string
completed: boolean
icon: React.ElementType
}
interface NewUserChecklistProps {
hasCustomers: boolean
hasInvoices: boolean
hasBankConnected: boolean
hasSIEImport: boolean
onDismiss?: () => void
className?: string
}
const CHECKLIST_DISMISSED_KEY = 'erp_checklist_dismissed'
const FRESH_START_KEY = 'erp_onboarding_fresh'
export default function NewUserChecklist({
hasCustomers,
@@ -38,49 +47,24 @@ export default function NewUserChecklist({
onDismiss,
className,
}: NewUserChecklistProps) {
const [isDismissed, setIsDismissed] = useState(true) // Start hidden until we check localStorage
const [isDismissed, setIsDismissed] = useState(true)
const [isAnimatingOut, setIsAnimatingOut] = useState(false)
const [showChecklist, setShowChecklist] = useState(false)
useEffect(() => {
// Check if checklist has been dismissed
const dismissed = localStorage.getItem(CHECKLIST_DISMISSED_KEY)
setIsDismissed(dismissed === 'true')
const freshStart = localStorage.getItem(FRESH_START_KEY)
if (freshStart === 'true') {
setShowChecklist(true)
}
}, [])
const items: ChecklistItem[] = [
{
id: 'account',
label: 'Skapa konto',
description: 'Du har ett konto!',
href: '#',
completed: true, // Always completed if they're seeing this
},
{
id: 'customer',
label: 'Lägg till din första kund',
description: 'Spara kunduppgifter för enkel fakturering',
href: '/customers/new',
completed: hasCustomers,
},
{
id: 'invoice',
label: 'Skicka din första faktura',
description: 'Skapa en professionell faktura på 60 sekunder',
href: '/invoices/new',
completed: hasInvoices,
},
{
id: 'bank',
label: 'Importera transaktioner',
description: 'Importera kontoutdrag från din bank',
href: '/import',
completed: hasBankConnected,
},
]
const completedCount = items.filter((item) => item.completed).length
const progress = (completedCount / items.length) * 100
const allCompleted = completedCount === items.length
const handleFreshStart = () => {
setShowChecklist(true)
localStorage.setItem(FRESH_START_KEY, 'true')
}
const handleDismiss = () => {
setIsAnimatingOut(true)
@@ -91,19 +75,49 @@ export default function NewUserChecklist({
}, 300)
}
// Don't show if dismissed or all completed
const items: ChecklistItem[] = [
{
id: 'customer',
label: 'Lägg till din första kund',
description: 'Spara kunduppgifter för enkel fakturering',
href: '/customers/new',
completed: hasCustomers,
icon: UserPlus,
},
{
id: 'invoice',
label: 'Skicka din första faktura',
description: 'Skapa en professionell faktura på 60 sekunder',
href: '/invoices/new',
completed: hasInvoices,
icon: Receipt,
},
{
id: 'bank',
label: 'Importera transaktioner',
description: 'Koppla bank eller ladda upp kontoutdrag',
href: '/import',
completed: hasBankConnected,
icon: ArrowLeftRight,
},
]
const completedCount = items.filter((item) => item.completed).length
const progress = (completedCount / items.length) * 100
const allCompleted = completedCount === items.length
if (isDismissed) {
return null
}
// Auto-dismiss after all completed with celebration
if (allCompleted && !isAnimatingOut) {
// Celebration state when all checklist items done
if (showChecklist && allCompleted && !isAnimatingOut) {
return (
<Card className={cn('border-success/50 bg-success/5', className)}>
<CardContent className="pt-6">
<div className="flex items-center gap-4">
<div className="p-3 rounded-full bg-success/10">
<Sparkles className="h-6 w-6 text-success" />
<PartyPopper className="h-6 w-6 text-success" />
</div>
<div className="flex-1">
<p className="font-medium text-success">Snyggt jobbat!</p>
@@ -120,6 +134,85 @@ export default function NewUserChecklist({
)
}
// Path selection — shown initially
if (!showChecklist) {
return (
<Card
className={cn(
'transition-[opacity,transform] duration-300',
isAnimatingOut && 'opacity-0 scale-95',
className
)}
>
<CardHeader className="pb-4">
<div className="flex items-center justify-between">
<div>
<CardTitle className="text-base">Välkommen till gnubok</CardTitle>
<p className="text-sm text-muted-foreground mt-1">
Hur vill du komma igång?
</p>
</div>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground"
onClick={handleDismiss}
>
<X className="h-4 w-4" />
<span className="sr-only">Stäng</span>
</Button>
</div>
</CardHeader>
<CardContent className="pt-0">
<div className="grid gap-3 sm:grid-cols-2">
{/* Migration path — routes directly to import/migration wizard */}
<Link
href="/import"
className="group text-left p-4 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.98]"
>
<div className="flex items-start gap-3">
<div className="p-2 rounded-lg bg-primary/[0.06] group-hover:bg-primary/[0.1] transition-colors">
<FileUp className="h-4 w-4 text-primary" />
</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium group-hover:text-primary transition-colors">
Migrera från annat system
</p>
<p className="text-xs text-muted-foreground mt-1 leading-relaxed">
Flytta bokföring, kunder, leverantörer och fakturor från Fortnox, Visma, Bokio, Björn Lundén eller Briox
</p>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-0.5 flex-shrink-0 transition-colors" />
</div>
</Link>
{/* Fresh start path */}
<button
onClick={handleFreshStart}
className="group text-left p-4 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.98]"
>
<div className="flex items-start gap-3">
<div className="p-2 rounded-lg bg-muted/60 group-hover:bg-primary/[0.06] transition-colors">
<Rocket className="h-4 w-4 text-muted-foreground group-hover:text-primary transition-colors" />
</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium group-hover:text-primary transition-colors">
Börja från noll
</p>
<p className="text-xs text-muted-foreground mt-1 leading-relaxed">
Starta din bokföring utan tidigare data — perfekt för nya verksamheter
</p>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-0.5 flex-shrink-0 transition-colors" />
</div>
</button>
</div>
</CardContent>
</Card>
)
}
// Fresh start checklist
return (
<Card
className={cn(
@@ -136,21 +229,36 @@ export default function NewUserChecklist({
{completedCount} av {items.length} steg klara
</p>
</div>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground"
onClick={handleDismiss}
>
<X className="h-4 w-4" />
<span className="sr-only">Stäng checklista</span>
</Button>
<div className="flex items-center gap-1">
<Button
variant="ghost"
size="sm"
className="h-7 px-2 text-xs text-muted-foreground hover:text-foreground"
onClick={() => {
setShowChecklist(false)
localStorage.removeItem(FRESH_START_KEY)
}}
>
Byt
</Button>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground"
onClick={handleDismiss}
>
<X className="h-4 w-4" />
<span className="sr-only">Stäng checklista</span>
</Button>
</div>
</div>
<Progress value={progress} className="h-1.5 mt-3" />
</CardHeader>
<CardContent className="pt-0">
<ul className="space-y-1">
{items.map((item) => (
{items.map((item) => {
const Icon = item.icon
return (
<li key={item.id}>
{item.completed ? (
<div className="flex items-center gap-3 p-2 rounded-lg">
@@ -170,7 +278,8 @@ export default function NewUserChecklist({
<Circle className="h-3.5 w-3.5 text-muted-foreground" />
</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium group-hover:text-primary transition-colors">
<p className="text-sm font-medium group-hover:text-primary transition-colors flex items-center gap-1.5">
<Icon className="h-3.5 w-3.5 text-muted-foreground flex-shrink-0" />
{item.label}
</p>
<p className="text-xs text-muted-foreground truncate">
@@ -180,7 +289,8 @@ export default function NewUserChecklist({
</Link>
)}
</li>
))}
)
})}
</ul>
</CardContent>
</Card>
@@ -23,7 +23,7 @@ import {
Check,
CheckCircle2,
AlertTriangle,
Sparkles,
Wand,
} from 'lucide-react'
import JournalEntryPreview from './JournalEntryPreview'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
@@ -436,7 +436,7 @@ export default function DescribeTransactionDialog({
<div className="flex items-start justify-between gap-2">
<div className="min-w-0 flex-1">
<div className="flex items-center gap-1.5 mb-1">
<Sparkles className="h-3.5 w-3.5 text-violet-500" />
<Wand className="h-3.5 w-3.5 text-violet-500" />
<Badge variant="secondary" className="text-[10px] px-1.5 py-0 bg-violet-100 text-violet-700 dark:bg-violet-900/30 dark:text-violet-300">
AI-förslag
</Badge>
@@ -3,7 +3,7 @@
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import Link from 'next/link'
import { Upload, Sparkles, Plus, CheckSquare, FileText } from 'lucide-react'
import { Upload, Wand, Plus, CheckSquare, FileText } from 'lucide-react'
import type { ViewMode } from './transaction-types'
interface TransactionStatusBarProps {
@@ -66,7 +66,7 @@ export default function TransactionStatusBar({
onClick={onOpenSwipeView}
disabled={isLoadingSuggestions}
>
<Sparkles className="mr-2 h-4 w-4" />
<Wand className="mr-2 h-4 w-4" />
{isLoadingSuggestions ? 'Laddar...' : 'Gå igenom alla'}
</Button>
<Button