feat: add 4 new Swedish bank CSV parsers and improve transaction categorization
Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia, and Lunar. Refine SEB detection to avoid false matches. Update bank file upload UI with new bank options and export instructions. Include booking templates, improved AI categorization, and transaction review enhancements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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co-authored by
Claude Opus 4.6
parent
431f385b4b
commit
bbb82866ee
@@ -4,10 +4,13 @@ import { useState, useEffect, useCallback } from 'react'
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import { Button } from '@/components/ui/button'
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import { Badge } from '@/components/ui/badge'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription } from '@/components/ui/dialog'
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import { useToast } from '@/components/ui/use-toast'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import { ArrowUpRight, ArrowDownRight, Check } from 'lucide-react'
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import { ArrowUpRight, ArrowDownRight, Check, Paperclip, ChevronDown, ChevronUp } from 'lucide-react'
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import { getDefaultAccountForCategory } from '@/lib/bookkeeping/category-mapping'
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import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
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import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
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import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
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import VatTreatmentSelect from './VatTreatmentSelect'
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import type { TransactionWithInvoice } from './transaction-types'
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import type { TransactionCategory, VatTreatment, BASAccount } from '@/types'
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@@ -25,7 +28,7 @@ interface QuickReviewDialogProps {
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category: TransactionCategory,
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vatTreatment: VatTreatment | undefined,
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accountOverride: string | undefined
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) => Promise<void>
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) => Promise<string | null>
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}
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export default function QuickReviewDialog({
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@@ -38,11 +41,14 @@ export default function QuickReviewDialog({
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defaultVat,
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onConfirm,
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}: QuickReviewDialogProps) {
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const { toast } = useToast()
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const [accountOverride, setAccountOverride] = useState(defaultAccount)
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const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>(defaultVat)
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const [accounts, setAccounts] = useState<BASAccount[]>([])
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const [isProcessing, setIsProcessing] = useState(false)
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const [error, setError] = useState<string | null>(null)
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const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
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const [showUploadZone, setShowUploadZone] = useState(false)
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// Handle account changes — clear VAT for liability/equity accounts (class 2)
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const handleAccountChange = useCallback((account: string) => {
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@@ -85,7 +91,34 @@ export default function QuickReviewDialog({
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? accountOverride
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: undefined
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await onConfirm(transaction.id, category, resolvedVat, override)
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const journalEntryId = await onConfirm(transaction.id, category, resolvedVat, override)
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// Link uploaded documents to the journal entry
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if (journalEntryId && uploadedFiles.length > 0) {
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const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
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let linkFailCount = 0
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for (const file of filesToLink) {
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try {
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await fetch(`/api/documents/${file.id}/link`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ journal_entry_id: journalEntryId }),
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})
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} catch {
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linkFailCount++
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}
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}
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if (linkFailCount > 0) {
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toast({
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title: 'Underlag kunde inte bifogas',
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description: `${linkFailCount} fil(er) kunde inte lankas till verifikationen.`,
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variant: 'destructive',
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})
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}
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}
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setUploadedFiles([])
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setShowUploadZone(false)
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} catch {
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setError('Ett fel uppstod vid bokföring.')
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setIsProcessing(false)
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@@ -93,7 +126,13 @@ export default function QuickReviewDialog({
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}
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return (
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<Dialog open={open} onOpenChange={isProcessing ? undefined : onOpenChange}>
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<Dialog open={open} onOpenChange={isProcessing ? undefined : (o) => {
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if (!o) {
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setUploadedFiles([])
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setShowUploadZone(false)
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}
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onOpenChange(o)
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}}>
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<DialogContent className="max-w-md">
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<DialogHeader>
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<DialogTitle>Granska bokföring</DialogTitle>
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@@ -164,6 +203,39 @@ export default function QuickReviewDialog({
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</div>
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</div>
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{/* Document upload */}
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<div className="rounded-lg border">
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<button
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type="button"
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onClick={() => setShowUploadZone(!showUploadZone)}
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className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
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>
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<div className="flex items-center gap-2">
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<Paperclip className="h-4 w-4 text-muted-foreground" />
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<span className="font-medium">Underlag</span>
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{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
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<span className="text-xs text-muted-foreground">
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{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
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</span>
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)}
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</div>
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{showUploadZone ? (
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<ChevronUp className="h-4 w-4 text-muted-foreground" />
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) : (
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<ChevronDown className="h-4 w-4 text-muted-foreground" />
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)}
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</button>
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{showUploadZone && (
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<div className="px-3 pb-3">
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<DocumentUploadZone
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files={uploadedFiles}
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onFilesChange={setUploadedFiles}
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compact
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/>
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</div>
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)}
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</div>
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{error && (
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<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
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{error}
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