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:
co-authored by
Claude Opus 4.6
parent
56fb117d16
commit
98cd253bce
@@ -19,6 +19,7 @@ interface BankConnectionStatusProps {
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connection: BankConnection
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onSync: (connectionId: string) => void
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onDisconnect: (connectionId: string) => void
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onReconnect?: (bank: { name: string; country: string }) => void
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isSyncing?: boolean
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}
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@@ -26,39 +27,53 @@ export function BankConnectionStatus({
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connection,
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onSync,
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onDisconnect,
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onReconnect,
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isSyncing = false,
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}: BankConnectionStatusProps) {
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const daysUntilExpiry = getDaysUntilExpiry(connection.consent_expires)
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const isExpiring = isConsentExpiringSoon(connection.consent_expires)
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const statusConfig = {
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type StatusEntry = {
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icon: typeof CheckCircle
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color: string
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label: string
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variant: 'success' | 'warning' | 'destructive' | 'secondary'
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}
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const statusConfig: Record<string, StatusEntry> = {
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active: {
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icon: CheckCircle,
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color: 'text-success',
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label: 'Aktiv',
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variant: 'success' as const,
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variant: 'success',
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},
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pending: {
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icon: Loader2,
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color: 'text-warning',
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label: 'Väntar',
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variant: 'warning' as const,
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variant: 'warning',
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},
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expired: {
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icon: AlertTriangle,
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color: 'text-warning',
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label: 'Utgånget samtycke',
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variant: 'warning',
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},
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error: {
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icon: XCircle,
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color: 'text-destructive',
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label: 'Fel',
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variant: 'destructive' as const,
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variant: 'destructive',
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},
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revoked: {
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icon: XCircle,
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color: 'text-gray-600',
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label: 'Bortkopplad',
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variant: 'secondary' as const,
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variant: 'secondary',
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},
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}
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const status = statusConfig[connection.status as keyof typeof statusConfig] || statusConfig.error
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const status = statusConfig[connection.status] || statusConfig.error
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const StatusIcon = status.icon
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// Parse accounts from connection
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@@ -81,6 +96,10 @@ export function BankConnectionStatus({
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return `${daysAgo}d sedan`
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}
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const isConnectionExpired = connection.status === 'expired'
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const isConnectionError = connection.status === 'error'
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const errorMessage = 'error_message' in connection ? String((connection as Record<string, unknown>).error_message || '') : ''
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return (
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<div className="border rounded-lg p-4 space-y-4">
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{/* Header */}
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@@ -104,6 +123,35 @@ export function BankConnectionStatus({
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</div>
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</div>
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<div className="flex items-center gap-2">
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{isConnectionExpired && onReconnect && (
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<Button
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variant="outline"
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size="sm"
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onClick={() => onReconnect({
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name: connection.bank_name,
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country: (connection.provider as string)?.split('-').pop()?.toUpperCase() || 'SE',
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})}
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>
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Förnya anslutning
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</Button>
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)}
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{isConnectionError && (
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<Button
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variant="outline"
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size="sm"
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onClick={() => onSync(connection.id)}
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disabled={isSyncing}
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>
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{isSyncing ? (
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<Loader2 className="h-4 w-4 animate-spin" />
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) : (
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<>
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<RefreshCw className="h-4 w-4 mr-1" />
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Försök igen
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</>
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)}
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</Button>
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)}
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{connection.status === 'active' && (
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<Button
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variant="outline"
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@@ -128,8 +176,28 @@ export function BankConnectionStatus({
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</div>
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</div>
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{/* Consent expiry warning */}
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{isExpiring && daysUntilExpiry !== null && (
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{/* Error message */}
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{isConnectionError && errorMessage && (
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<div className="flex items-center gap-2 p-3 bg-destructive/10 rounded-lg">
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<XCircle className="h-4 w-4 text-destructive flex-shrink-0" />
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<span className="text-sm text-destructive">
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{errorMessage}
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</span>
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</div>
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)}
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{/* Expired consent notice */}
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{isConnectionExpired && (
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<div className="flex items-center gap-2 p-3 bg-warning/10 rounded-lg">
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<AlertTriangle className="h-4 w-4 text-warning flex-shrink-0" />
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<span className="text-sm">
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PSD2-samtycket har löpt ut. Förnya anslutningen för att återuppta synkroniseringen.
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</span>
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</div>
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)}
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{/* Consent expiry warning (for active connections) */}
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{!isConnectionExpired && isExpiring && daysUntilExpiry !== null && (
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<div className="flex items-center gap-2 p-3 bg-warning/10 rounded-lg">
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<AlertTriangle className="h-4 w-4 text-warning" />
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<span className="text-sm">
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@@ -151,11 +151,36 @@ export default function BankingSettingsPanel() {
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}
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const activeConnections = bankConnections.filter((c) => c.status === 'active')
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const actionRequiredConnections = bankConnections.filter((c) => ['expired', 'error'].includes(c.status))
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return (
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<div className="space-y-6">
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<DestructiveConfirmDialog {...dialogProps} />
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{/* Action required — expired/error connections */}
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{actionRequiredConnections.length > 0 && (
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<Card className="border-warning/30">
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<CardHeader>
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<CardTitle>Åtgärd krävs</CardTitle>
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<CardDescription>
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Dessa anslutningar behöver uppmärksamhet.
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</CardDescription>
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</CardHeader>
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<CardContent className="space-y-4">
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{actionRequiredConnections.map((connection) => (
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<BankConnectionStatus
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key={connection.id}
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connection={connection}
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onSync={handleSyncTransactions}
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onDisconnect={handleDisconnectBank}
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onReconnect={handleConnectBank}
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isSyncing={syncingConnectionId === connection.id}
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/>
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))}
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</CardContent>
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</Card>
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)}
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{/* Connected banks */}
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{activeConnections.length > 0 && (
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<Card>
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