Commit Graph
6 Commits
Author SHA1 Message Date
68ca152127 fix(import): stop a Swedish Lunar export being parsed as Nordea (#1734)
Nordea's detector tested includes('transaktion') against the raw header
line, so Lunar's Transaktions-ID column matched, and Nordea is
registered first. The file was parsed with Nordea's column layout and
the Tid column landed in the description: a live import on 2026-08-18
produced 117 transactions titled 21:30 and 08:38.

Nordea now matches whole header cells, and Lunar's detector and column
resolution accept the Swedish header set next to the English one.
Verified against the real file: 117 rows, 0 issues, descriptions are
the Titel column.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 22:18:58 +02:00
3ea03c0fe1 fix(import): stop the generic CSV mapper picking a time column as description (#1689)
A Lunar 2026 export (Date, Time, Title, Amount, Balance, Transaction ID)
that reached the manual "Annan CSV" mapping was seeded with Time as the
description: no description keyword matched Title, and the positional
fallback took the first non-numeric, non-date column, which is the clock
time sitting between Date and Title.

- suggestColumnMapping: add title / titel to the description keywords;
  exclude clock-time columns from every description pass, by header
  label (Time, Tid, Tidpunkt, Klockslag, Transaktionstid, ...) and by
  HH:MM / HH:MM:SS values, so header-less files are covered too. Last
  resort still seeds something the user can correct.
- Lunar detector: sniff the delimiter (comma, semicolon, tab) instead of
  refusing any file containing a semicolon, so a re-saved or localized
  copy of the same English header set is parsed by the dedicated parser
  and never reaches the mapping flow. Header cells are matched exactly
  (date, title|text, amount, balance), the same resolution parse() uses,
  which also stops substring hits like Update/Context from claiming a
  file.
- Mapping UI header-row detection: add title / balance to the keyword
  list for English exports.

Regression tests: Lunar-style header through the generic path maps Title,
a header-less Time column is skipped by value, Datum;Tid;Titel maps
Titel, semicolon- and tab-delimited 2026 Lunar files detect and parse,
Swedish and non-Lunar English headers are not claimed. All 7 fail without
the fix.

Closes #1671

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-18 16:22:14 +02:00
Jakob WennbergandClaude Fable 5 b21aa84268 fix(import): parse the real 2026 Lunar CSV export (issue #915) (#952)
The Lunar parser was written against an assumed format. The actual 2026
export is: Date,Time,Title,Amount,Balance,Transaction ID with quoted
amounts using a comma decimal and a SPACE thousands separator, UTF-8 BOM.

Defect A (silent data corruption): parseLunarAmount only stripped '.' as
a thousands separator, so parseFloat stopped at the space and "12 345,00"
parsed as 12. Now strips all whitespace (including NBSP U+00A0 and narrow
NBSP U+202F) plus periods, converts the comma decimal, and guards with
Number() + Number.isFinite so garbage rows are skipped instead of
partially parsed. Legacy period-thousands files still parse correctly.

Defect B (auto-detection miss): detect() required the header token
"text" but the real header uses "Title", so the file fell through to
"Unknown format". detect() and the description column lookup now accept
title (2026) with text as the legacy fallback.

Regression tests cover 2026 header auto-detection with BOM, space
thousands amounts and balances, Title-column descriptions, stats and
date range, and legacy format backward compatibility.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-09 21:10:05 +02:00
Mattsson 81e9dd224e Add/csv import options (#420)
* feat(import): add customer and supplier parsing functionality

- Implemented customer file parsing in `lib/import/customers/parser.ts` with support for Excel and CSV formats.
- Created types for detected customer columns and parsed customer rows in `lib/import/customers/types.ts`.
- Added tests for customer classification logic in `lib/import/shared/__tests__/classify.test.ts`.
- Developed classification functions for customers and suppliers in `lib/import/shared/classify.ts`.
- Introduced shared column utility functions in `lib/import/shared/column-utils.ts`.
- Implemented supplier file parsing in `lib/import/suppliers/parser.ts` with validation for various fields.
- Created types for detected supplier columns and parsed supplier rows in `lib/import/suppliers/types.ts`.
- Added tests for supplier column detection and parsing in `lib/import/suppliers/__tests__/column-detector.test.ts` and `lib/import/suppliers/__tests__/parser.test.ts`.

* fix(labels): update 'Svenskt företag' to 'Svenskt företag eller organisation' for clarity

* feat(import): refactor encoding handling for Swedish files and add tests for character preservation

* feat(recapt): implement clearRecaptIdentity function and integrate into logout flow

* feat(bookkeeping): implement copy functionality and next voucher sequence retrieval

* feat(import): enhance customer and supplier import functionality with normalization and event handling
2026-05-08 15:42:06 +02:00
Jakob WennbergandClaude Opus 4.6 9753f18533 fix: address user feedback — RC preview, bank sync lookback, CSV import robustness (#233)
Three confirmed issues from user feedback:

1. Reverse charge preview now uses per-item VAT rates and correct accounts
   (2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614
2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null)
   instead of hardcoded 7 days for all syncs
3. Bank file import improvements:
   - Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD
   - Silent row skips now reported with reason in issues[]
   - Decimal separator mismatch detection in generic CSV
   - Swedish error message with format diagnostics on detection failure
   - Date format selector in column mapping UI

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 17:34:50 +02:00
Jakob WennbergandClaude Opus 4.6 bbb82866ee 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>
2026-02-23 20:38:44 +01:00