* feat(import): add syncMappedAccounts helper for account create + rename Single home for the create-missing-accounts logic that exists in three near-identical copies (executeSIEImport, the SIE execute route, and the arcim-migration extension), plus a new rename pass that carries customized SIE #KONTO names into accounts that already exist (e.g. K1-seeded defaults). The file's name applies only to identity mappings (source === target); remapped targets keep their BAS/current name. With updateAccountNames=false the behavior matches the legacy code exactly. Not wired up yet. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(import): preserve SIE #KONTO account names; add updateAccountNames option Customer report: account names customized in Fortnox did not follow into Accounted via SIE import. The import always used BAS default names for accounts in the BAS reference and never touched accounts that already existed (the K1-seeded chart), so the file's names were silently dropped. executeSIEImport now routes account creation through syncMappedAccounts, which prefers the file's #KONTO name for identity-mapped accounts and renames existing accounts whose name differs (surfaced as a warning). New option updateAccountNames (default true) restores the old behavior when disabled. The duplicated pre-create blocks in the execute route and the arcim-migration extension are removed — executeSIEImport owns account sync on every path now, including the Fortnox re-sync (idempotent renames). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(mcp): expose update_account_names on gnubok_import_sie Optional boolean on the tool schema, staged into the pending operation and threaded through commitImportSie to executeSIEImport. Defaults to true at both stage and commit time — the commit-side default also covers operations staged before the param existed (Boolean(undefined) would have silently flipped it off). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(api): v1 SIE import generated no account mappings The route passed [] as mappings to executeSIEImport, which the mapping-coverage guard (added in #613) rejects for any real file — and before that guard, every voucher was silently skipped as unmapped. The route has never produced a working import for files with vouchers. Generate mappings server-side from the file's #KONTO records plus stored per-company overrides (same as the dashboard execute route), reject unmappable files with a clean 400 before the operation row is created, and expose options.updateAccountNames (default true). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(import): "Använd kontonamn från filen" toggle in import review step New switch (default on) controlling whether the SIE file's #KONTO names are carried into the chart of accounts. Helper text shows how many identity-mapped accounts carry names that differ from the BAS defaults. The page already serializes the whole options object to the execute route, so no further wiring is needed. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(import): address PR #669 review — parallel renames, rename audit trail - Rename pass now runs UPDATEs concurrently in bounded batches of 25 (greptile P2): a re-sync with many custom names no longer serializes N round trips, and a pathological full-chart rename cannot stampede the API. Per-rename failures stay non-fatal via Promise.allSettled. - Persist the per-account rename detail (number, from, to) into sie_imports.migration_documentation as accountRenames — the behandlingshistorik record per BFNAR 2013:2 (swedish-compliance review); the result warnings only carry the count. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1155 lines
45 KiB
TypeScript
1155 lines
45 KiB
TypeScript
import type { Extension, ExtensionContext } from '@/lib/extensions/types'
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import { NextResponse } from 'next/server'
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import {
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createConsent,
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getConsent,
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listConsents,
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generateOtc,
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getAuthUrl,
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exchangeAuthToken,
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submitProviderToken,
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acceptConsent,
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deleteConsent,
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resolveConsent,
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fetchCompanyInfoDirect,
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} from './lib/provider-client'
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import { mapCompanyInfo } from './lib/entity-mapper'
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import { executeMigration } from './lib/migration-orchestrator'
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import { reconcileSupplierInvoiceVouchers } from '@/lib/invoices/bulk-reconcile-supplier-vouchers'
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import type { ArcimProvider } from './types'
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import { ARCIM_PROVIDERS } from './types'
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import { parseSIEFile, validateSIEFile } from '@/lib/import/sie-parser'
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import { suggestMappings, getMappingStats, isSystemAccount } from '@/lib/import/account-mapper'
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import { loadMappings, generateImportPreview, executeSIEImport, saveMappings } from '@/lib/import/sie-import'
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import { BAS_REFERENCE } from '@/lib/bookkeeping/bas-reference'
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import { FortnoxClient } from '@/lib/providers/fortnox/client'
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import type { ProviderName } from '@/lib/providers/types'
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import { errorResponseFromCode } from '@/lib/errors/get-structured-error'
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import { classifyProviderError } from '@/lib/providers/with-provider-call'
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import { createLogger } from '@/lib/logger'
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const moduleLog = createLogger('extensions/arcim-migration')
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/** Fiscal years we support importing — older data is not needed */
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const ALLOWED_FISCAL_YEARS = new Set([2024, 2025, 2026])
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const fortnoxClient = new FortnoxClient()
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/**
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* Map known OAuth error codes from providers (Fortnox, Visma) to actionable
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* Swedish guidance. Falls back to the raw provider message so we never hide
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* unknown errors from the user.
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*/
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function translateOAuthError(error: string, description: string | null): string {
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const haystack = `${error} ${description ?? ''}`.toLowerCase()
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if (haystack.includes('missing license') || haystack.includes('not have enough licenses')) {
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return 'Du behöver aktivera tilläggstjänsten "Fortnox Integration" (~149 kr/mån) på ditt Fortnox-konto innan du kan ansluta. Aktivera den under Inställningar → Tilläggstjänster i Fortnox och försök igen.'
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}
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if (error === 'access_denied') {
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return 'Du avbröt anslutningen i leverantörens inloggning. Försök igen om du vill koppla kontot.'
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}
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if (error === 'invalid_scope') {
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return 'Tredjepartsappen har inte rätt behörigheter för ditt konto. Kontakta supporten.'
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}
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return description ? `${error}: ${description}` : error
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}
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/**
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* Provider Migration extension
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*
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* Migrates bookkeeping data from external Swedish accounting systems
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* (Fortnox, Visma, Bokio, Björn Lundén, Briox) into Accounted by talking
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* directly to each provider's API.
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*
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* Bookkeeping data (accounts, balances, vouchers) is imported via SIE
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* files fetched from providers. Entity data (customers, suppliers,
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* invoices) is imported via the provider REST APIs.
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*/
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export const arcimMigrationExtension: Extension = {
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id: 'arcim-migration',
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name: 'Systemmigration',
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version: '2.0.0',
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apiRoutes: [
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// ── List available providers ───────────────────────────────────
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{
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method: 'GET',
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path: '/providers',
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handler: async () => {
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return NextResponse.json({ providers: ARCIM_PROVIDERS })
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},
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},
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// ── Check existing connections and import history ──────────────
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{
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method: 'GET',
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path: '/status',
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handler: async (request: Request, ctx?: ExtensionContext) => {
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const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = ctx?.companyId ?? user.id
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try {
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// Get accepted consents only (status 1) — not abandoned/created ones
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const allConsents = await listConsents(companyId)
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const consents = allConsents.filter(c => c.status === 1)
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// Get SIE import history
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const { data: sieImports } = await supabase
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.from('sie_imports')
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.select('id, filename, status, accounts_count, transactions_count, company_name, fiscal_year_start, fiscal_year_end, imported_at, created_at')
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.eq('company_id', companyId)
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.order('created_at', { ascending: false })
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.limit(10)
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// Get entity counts (to show what's already been imported)
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const [
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{ count: customerCount },
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{ count: supplierCount },
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{ count: invoiceCount },
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] = await Promise.all([
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supabase.from('customers').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
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supabase.from('suppliers').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
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supabase.from('invoices').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
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])
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return NextResponse.json({
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consents: consents.map(c => ({
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id: c.id,
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provider: c.provider,
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status: c.status,
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companyName: c.companyName,
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createdAt: c.createdAt,
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})),
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sieImports: sieImports ?? [],
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entityCounts: {
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customers: customerCount ?? 0,
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suppliers: supplierCount ?? 0,
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invoices: invoiceCount ?? 0,
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},
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})
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} catch (error) {
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moduleLog.error('arcim status failed', error as Error, { companyId })
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return errorResponseFromCode('PROVIDER_STATUS_FAILED', moduleLog, {
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details: { reason: error instanceof Error ? error.message : 'unknown' },
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})
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}
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},
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},
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// ── Start consent flow (create consent + OTC) ─────────────────
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{
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method: 'POST',
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path: '/connect',
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handler: async (request: Request, ctx?: ExtensionContext) => {
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const log = ctx?.log ?? console
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const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = ctx?.companyId ?? user.id
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const { provider, companyName, orgNumber } = await request.json() as {
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provider: ArcimProvider
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companyName?: string
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orgNumber?: string
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}
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if (!provider) {
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return errorResponseFromCode('VALIDATION_ERROR', moduleLog, {
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details: { field: 'provider', reason: 'required' },
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})
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}
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const providerInfo = ARCIM_PROVIDERS.find(p => p.id === provider)
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if (!providerInfo) {
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return errorResponseFromCode('PROVIDER_INVALID', moduleLog, {
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details: { provider },
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})
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}
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try {
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const { createServiceClient: createSvc } = await import('@/lib/supabase/server')
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// Reuse existing accepted consent if one exists for this provider
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const existingConsents = await listConsents(companyId)
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const accepted = existingConsents.find(c => c.provider === provider && c.status === 1)
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if (accepted) {
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// Already connected — skip OAuth, go straight to preview
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if (ctx?.settings) {
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await ctx.settings.set('consent_id', accepted.id)
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await ctx.settings.set('provider', provider)
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}
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return NextResponse.json({
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consentId: accepted.id,
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authType: providerInfo.authType,
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alreadyConnected: true,
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})
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}
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// Check for status 0 consents that already have tokens stored (credentials submitted but migration not completed)
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const pending = existingConsents.filter(c => c.provider === provider && c.status === 0)
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if (pending.length > 0) {
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const svc = createSvc()
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for (const p of pending) {
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const { data: tokens } = await svc
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.from('provider_consent_tokens')
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.select('id')
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.eq('consent_id', p.id)
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.limit(1)
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if (tokens && tokens.length > 0) {
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// Tokens exist — reuse this consent, skip credential entry
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if (ctx?.settings) {
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await ctx.settings.set('consent_id', p.id)
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await ctx.settings.set('provider', provider)
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}
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return NextResponse.json({
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consentId: p.id,
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authType: providerInfo.authType,
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alreadyConnected: true,
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})
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}
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}
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// No tokens found — clean up abandoned consents
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for (const p of pending) {
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await deleteConsent(p.id)
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}
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}
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// Create new consent
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const consent = await createConsent(
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companyId,
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provider,
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`gnubok-migration-${user.id}`,
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orgNumber,
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companyName
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)
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if (ctx?.settings) {
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await ctx.settings.set('consent_id', consent.id)
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await ctx.settings.set('provider', provider)
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}
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if (providerInfo.authType === 'oauth') {
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// Generate OTC for OAuth flow
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const otc = await generateOtc(consent.id)
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// Build the OAuth callback URL. Prefer a provider-specific override
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// (e.g. VISMA_REDIRECT_URI) when set — this lets dev environments
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// route through a single registered URI (production) rather than
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// requiring every ngrok URL to be registered on the OAuth client.
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// Falls back to NEXT_PUBLIC_APP_URL + the canonical callback path.
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const appUrl = process.env.NEXT_PUBLIC_APP_URL || ''
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const providerRedirectEnv =
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provider === 'visma'
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? process.env.VISMA_REDIRECT_URI
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: provider === 'fortnox'
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? process.env.FORTNOX_REDIRECT_URI
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: undefined
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const callbackUrl =
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providerRedirectEnv && providerRedirectEnv.trim().length > 0
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? providerRedirectEnv
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: `${appUrl}/api/extensions/ext/arcim-migration/callback`
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// Encode consentId + provider in state
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const statePayload = JSON.stringify({ otc: otc.code, consentId: consent.id, provider })
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const stateEncoded = Buffer.from(statePayload).toString('base64url')
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const { url } = await getAuthUrl(provider, stateEncoded, callbackUrl)
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return NextResponse.json({
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consentId: consent.id,
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authType: 'oauth',
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authUrl: url,
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otcCode: otc.code,
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})
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} else {
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// Token-based providers: consent is ready for direct use
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return NextResponse.json({
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consentId: consent.id,
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authType: 'token',
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})
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}
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} catch (error) {
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log.error('arcim connect failed', error as Error, { provider })
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return errorResponseFromCode('PROVIDER_CONNECT_FAILED', moduleLog, {
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details: { reason: error instanceof Error ? error.message : 'unknown' },
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})
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}
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},
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},
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// ── Submit API token for token-based providers (Bokio, etc.) ──
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{
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method: 'POST',
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path: '/submit-token',
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handler: async (request: Request, ctx?: ExtensionContext) => {
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const log = ctx?.log ?? console
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const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const { consentId, provider, apiToken, companyId } = await request.json() as {
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consentId: string
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provider: ArcimProvider
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apiToken: string
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companyId?: string
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}
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if (!consentId || !provider) {
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return errorResponseFromCode('VALIDATION_ERROR', moduleLog, {
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details: { fields: ['consentId', 'provider'], reason: 'required' },
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})
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}
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// BL uses server-side client credentials — only needs companyId
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if (provider !== 'bjornlunden' && !apiToken) {
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return errorResponseFromCode('PROVIDER_TOKEN_REQUIRED', moduleLog, {
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details: { provider },
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})
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}
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if ((provider === 'bokio' || provider === 'bjornlunden') && !companyId) {
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return errorResponseFromCode('PROVIDER_COMPANY_ID_REQUIRED', moduleLog, {
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details: { provider },
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})
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}
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try {
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await submitProviderToken(consentId, provider, apiToken || 'client_credentials', companyId)
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return NextResponse.json({ success: true, consentId })
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} catch (error) {
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log.error('arcim submit-token failed', error as Error, { provider })
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return errorResponseFromCode('PROVIDER_TOKEN_SUBMIT_FAILED', moduleLog, {
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details: { reason: error instanceof Error ? error.message : 'unknown' },
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})
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}
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},
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},
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|
|
|
// ── OAuth callback ────────────────────────────────────────────
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|
{
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|
method: 'GET',
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|
path: '/callback',
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|
skipAuth: true,
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handler: async (request: Request, ctx?: ExtensionContext) => {
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|
const log = ctx?.log ?? console
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|
const url = new URL(request.url)
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|
const code = url.searchParams.get('code')
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|
const stateRaw = url.searchParams.get('state')
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|
const oauthError = url.searchParams.get('error')
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|
const oauthErrorDescription = url.searchParams.get('error_description')
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|
const appUrl = process.env.NEXT_PUBLIC_APP_URL || ''
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|
|
// JSON-encode for safe embedding inside <script>. Escapes quotes/unicode
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|
// and `</` so the value can't break out of the script tag.
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const jsLiteral = (value: unknown) =>
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JSON.stringify(value ?? '').replace(/</g, '\\u003c')
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|
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const respondWithError = (reason: string) => {
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const fallbackUrl = new URL(`${appUrl}/import`)
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fallbackUrl.searchParams.set('migration', 'error')
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fallbackUrl.searchParams.set('reason', reason)
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|
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const escapedReason = reason
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.replace(/&/g, '&')
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.replace(/</g, '<')
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.replace(/>/g, '>')
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|
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const html = `<!DOCTYPE html><html><body><script>
|
|
if (window.opener) {
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|
window.opener.postMessage({ type: 'arcim-oauth-error', reason: ${jsLiteral(reason)} }, ${jsLiteral(appUrl)});
|
|
window.close();
|
|
} else {
|
|
window.location.href = ${jsLiteral(fallbackUrl.toString())};
|
|
}
|
|
</script><p>Anslutningen misslyckades: ${escapedReason}</p></body></html>`
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|
|
|
return new Response(html, {
|
|
status: 200,
|
|
headers: { 'Content-Type': 'text/html' },
|
|
})
|
|
}
|
|
|
|
// Provider returned an OAuth error (user cancelled, missing API
|
|
// subscription on the Fortnox side, invalid scope, etc.)
|
|
if (oauthError) {
|
|
log.error('OAuth callback returned provider error', {
|
|
error: oauthError,
|
|
errorDescription: oauthErrorDescription,
|
|
hasCode: !!code,
|
|
hasState: !!stateRaw,
|
|
})
|
|
return respondWithError(translateOAuthError(oauthError, oauthErrorDescription))
|
|
}
|
|
|
|
if (!code || !stateRaw) {
|
|
log.error('OAuth callback missing code or state', {
|
|
hasCode: !!code,
|
|
hasState: !!stateRaw,
|
|
queryKeys: Array.from(url.searchParams.keys()),
|
|
})
|
|
return respondWithError('Återanropet saknade code eller state. Försök igen.')
|
|
}
|
|
|
|
try {
|
|
let consentId: string | null = null
|
|
let provider: ArcimProvider | null = null
|
|
|
|
try {
|
|
const decoded = JSON.parse(Buffer.from(stateRaw, 'base64url').toString())
|
|
if (decoded.consentId && decoded.provider) {
|
|
consentId = decoded.consentId
|
|
provider = decoded.provider as ArcimProvider
|
|
}
|
|
} catch {
|
|
// Legacy fallback
|
|
}
|
|
|
|
if (!consentId || !provider) {
|
|
consentId = ctx?.settings
|
|
? await ctx.settings.get<string>('consent_id')
|
|
: null
|
|
provider = ctx?.settings
|
|
? await ctx.settings.get<ArcimProvider>('provider')
|
|
: null
|
|
}
|
|
|
|
if (!consentId || !provider) {
|
|
log.error('OAuth callback could not resolve consent or provider', {
|
|
hasConsentId: !!consentId,
|
|
hasProvider: !!provider,
|
|
})
|
|
return respondWithError('Ingen aktiv migrationssession hittades. Starta om anslutningen.')
|
|
}
|
|
|
|
const redirectUri = `${appUrl}/api/extensions/ext/arcim-migration/callback`
|
|
|
|
// Exchange OAuth code directly with the provider
|
|
await exchangeAuthToken(consentId, provider, code, redirectUri)
|
|
|
|
// Return an HTML page that notifies the opener tab and closes itself
|
|
const successUrl = `${appUrl}/import?migration=connected&consentId=${encodeURIComponent(consentId)}`
|
|
const html = `<!DOCTYPE html><html><body><script>
|
|
if (window.opener) {
|
|
window.opener.postMessage({ type: 'arcim-oauth-success', consentId: ${jsLiteral(consentId)} }, ${jsLiteral(appUrl)});
|
|
window.close();
|
|
} else {
|
|
window.location.href = ${jsLiteral(successUrl)};
|
|
}
|
|
</script><p>Anslutningen lyckades. Du kan stänga denna flik.</p></body></html>`
|
|
|
|
return new Response(html, {
|
|
status: 200,
|
|
headers: { 'Content-Type': 'text/html' },
|
|
})
|
|
} catch (error) {
|
|
log.error('OAuth callback exchange failed', error)
|
|
const reason = error instanceof Error ? error.message : 'Okänt fel vid tokenutbyte.'
|
|
return respondWithError(reason)
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Preview: fetch company info + SIE stats before migration ──
|
|
{
|
|
method: 'GET',
|
|
path: '/preview',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const url = new URL(request.url)
|
|
const consentId = url.searchParams.get('consentId')
|
|
|
|
if (!consentId) {
|
|
return errorResponseFromCode('VALIDATION_ERROR', moduleLog, {
|
|
details: { field: 'consentId', reason: 'required' },
|
|
})
|
|
}
|
|
|
|
try {
|
|
const consent = await getConsent(consentId)
|
|
if (consent.status !== 0 && consent.status !== 1) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_READY', moduleLog, {
|
|
details: { consentId, status: consent.status },
|
|
})
|
|
}
|
|
|
|
// Resolve consent to get access token
|
|
const resolved = await resolveConsent(companyId, consentId)
|
|
const provider = resolved.consent.provider as ProviderName
|
|
|
|
// Fetch company info directly from provider
|
|
let mapped = null
|
|
try {
|
|
const companyInfo = await fetchCompanyInfoDirect(provider, resolved.accessToken, resolved.providerCompanyId)
|
|
mapped = companyInfo ? mapCompanyInfo(companyInfo) : null
|
|
} catch (err) {
|
|
log.info('Company info fetch failed:', err instanceof Error ? err.message : String(err))
|
|
}
|
|
|
|
// Try to fetch SIE data (Fortnox has native SIE export)
|
|
let sieAvailable = false
|
|
let sieStats: { accountCount: number; transactionCount: number; fiscalYears: number[] } | null = null
|
|
|
|
if (provider === 'fortnox') {
|
|
try {
|
|
log.info(`Fetching SIE export from Fortnox for consent ${consentId}...`)
|
|
// Fortnox SIE export endpoint: /3/sie/{type}?financialyear={id}
|
|
// First get financial years
|
|
const fyResponse = await fortnoxClient.get<Record<string, unknown>>(
|
|
resolved.accessToken,
|
|
'/financialyears'
|
|
)
|
|
const years = (fyResponse['FinancialYears'] as Record<string, unknown>[] | undefined) ?? []
|
|
const allowedYears = years
|
|
.map(fy => ({
|
|
id: fy['Id'] as number,
|
|
fromDate: fy['FromDate'] as string,
|
|
toDate: fy['ToDate'] as string,
|
|
}))
|
|
.filter(fy => {
|
|
const year = new Date(fy.fromDate).getFullYear()
|
|
return ALLOWED_FISCAL_YEARS.has(year)
|
|
})
|
|
|
|
if (allowedYears.length > 0) {
|
|
// Fetch SIE type 4 for the most recent allowed year to get stats
|
|
const latestYear = allowedYears[allowedYears.length - 1]
|
|
const sieContent = await fortnoxClient.getText(
|
|
resolved.accessToken,
|
|
`/sie/4?financialyear=${latestYear.id}`
|
|
)
|
|
if (sieContent) {
|
|
const parsed = parseSIEFile(sieContent)
|
|
sieAvailable = true
|
|
sieStats = {
|
|
accountCount: parsed.accounts.length,
|
|
transactionCount: parsed.vouchers.length,
|
|
fiscalYears: allowedYears.map(fy => new Date(fy.fromDate).getFullYear()),
|
|
}
|
|
}
|
|
}
|
|
} catch (err) {
|
|
log.info('SIE export failed:', err instanceof Error ? err.message : String(err))
|
|
}
|
|
}
|
|
|
|
// Check if the company already has completed SIE imports (from manual upload)
|
|
const { count: sieImportCount } = await supabase
|
|
.from('sie_imports')
|
|
.select('*', { count: 'exact', head: true })
|
|
.eq('company_id', companyId)
|
|
.eq('status', 'completed')
|
|
|
|
return NextResponse.json({
|
|
consent: {
|
|
id: consent.id,
|
|
provider: consent.provider,
|
|
status: consent.status,
|
|
companyName: consent.companyName,
|
|
},
|
|
companyInfo: mapped,
|
|
sieAvailable,
|
|
sieStats,
|
|
hasSieData: (sieImportCount ?? 0) > 0,
|
|
})
|
|
} catch (error) {
|
|
log.error('arcim preview failed', error as Error)
|
|
// Classify HTTP failures into typed codes so the toast can suggest
|
|
// reconnect / retry instead of a generic "preview failed".
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'PROVIDER_PREVIEW_FAILED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Fetch + parse SIE data for mapping step ───────────────────
|
|
{
|
|
method: 'GET',
|
|
path: '/sie-data',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const url = new URL(request.url)
|
|
const consentId = url.searchParams.get('consentId')
|
|
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
try {
|
|
// Resolve consent
|
|
const resolved = await resolveConsent(companyId, consentId)
|
|
const provider = resolved.consent.provider as ProviderName
|
|
|
|
if (provider !== 'fortnox') {
|
|
return errorResponseFromCode('PROVIDER_SIE_ONLY_FORTNOX', moduleLog, {
|
|
details: { provider },
|
|
})
|
|
}
|
|
|
|
// Fetch financial years from Fortnox
|
|
const fyResponse = await fortnoxClient.get<Record<string, unknown>>(
|
|
resolved.accessToken,
|
|
'/financialyears'
|
|
)
|
|
const years = (fyResponse['FinancialYears'] as Record<string, unknown>[] | undefined) ?? []
|
|
const allowedYears = years
|
|
.map(fy => ({
|
|
id: fy['Id'] as number,
|
|
fromDate: fy['FromDate'] as string,
|
|
toDate: fy['ToDate'] as string,
|
|
}))
|
|
.filter(fy => {
|
|
const year = new Date(fy.fromDate).getFullYear()
|
|
return ALLOWED_FISCAL_YEARS.has(year)
|
|
})
|
|
|
|
if (allowedYears.length === 0) {
|
|
return errorResponseFromCode('PROVIDER_SIE_NO_YEARS', moduleLog)
|
|
}
|
|
|
|
// Fetch SIE type 4 for each allowed year
|
|
const sieFiles: { fiscalYear: number; rawContent: string }[] = []
|
|
for (const fy of allowedYears) {
|
|
try {
|
|
const sieContent = await fortnoxClient.getText(
|
|
resolved.accessToken,
|
|
`/sie/4?financialyear=${fy.id}`
|
|
)
|
|
if (sieContent) {
|
|
sieFiles.push({
|
|
fiscalYear: new Date(fy.fromDate).getFullYear(),
|
|
rawContent: sieContent,
|
|
})
|
|
}
|
|
} catch (err) {
|
|
log.info(`Failed to fetch SIE for year ${fy.id}:`, err instanceof Error ? err.message : String(err))
|
|
}
|
|
}
|
|
|
|
if (sieFiles.length === 0) {
|
|
return errorResponseFromCode('PROVIDER_SIE_NO_YEARS', moduleLog)
|
|
}
|
|
|
|
// Parse most recent file for preview/validation
|
|
const sieFile = sieFiles[sieFiles.length - 1]
|
|
const parsed = parseSIEFile(sieFile.rawContent)
|
|
const validation = validateSIEFile(parsed)
|
|
|
|
if (!validation.valid) {
|
|
return NextResponse.json({
|
|
error: 'validation',
|
|
message: 'SIE file validation failed',
|
|
validation,
|
|
}, { status: 400 })
|
|
}
|
|
|
|
// Collect ALL unique accounts across ALL fiscal year files
|
|
const allAccountsMap = new Map<string, { number: string; name: string }>()
|
|
for (const file of sieFiles) {
|
|
const fileParsed = parseSIEFile(file.rawContent)
|
|
for (const acc of fileParsed.accounts) {
|
|
if (!allAccountsMap.has(acc.number)) {
|
|
allAccountsMap.set(acc.number, { number: acc.number, name: acc.name })
|
|
}
|
|
}
|
|
}
|
|
const allAccounts = [...allAccountsMap.values()]
|
|
.filter(a => !isSystemAccount(a.number))
|
|
.map(a => ({ number: a.number, name: a.name }))
|
|
|
|
// Load existing user mappings
|
|
const existingMappings = await loadMappings(supabase, companyId)
|
|
const existingRecords = [...existingMappings.values()].map(m => ({
|
|
id: '',
|
|
user_id: user.id,
|
|
source_account: m.sourceAccount,
|
|
source_name: m.sourceName,
|
|
target_account: m.targetAccount,
|
|
confidence: m.confidence,
|
|
match_type: m.matchType,
|
|
created_at: '',
|
|
updated_at: '',
|
|
}))
|
|
|
|
// Suggest mappings
|
|
const basAccounts = BAS_REFERENCE.map(b => ({
|
|
account_number: b.account_number,
|
|
account_name: b.account_name,
|
|
}))
|
|
const mappings = suggestMappings(allAccounts, basAccounts, existingRecords)
|
|
const mappingStats = getMappingStats(mappings)
|
|
|
|
log.info(`Account mapping: ${allAccounts.length} unique accounts across ${sieFiles.length} files, ${mappingStats.unmapped} unmapped`)
|
|
|
|
const preview = generateImportPreview(parsed, mappings)
|
|
|
|
// Detect prior imports by *fiscal period overlap*, not file hash.
|
|
// Fortnox embeds the export-time #GEN date in every SIE export so
|
|
// the hash always changes between syncs; only the period stays
|
|
// stable. A re-sync replaces the prior import for the same period.
|
|
const fileStatuses: {
|
|
fiscalYear: number
|
|
rawContent: string
|
|
previousImport: {
|
|
importedAt: string | null
|
|
fiscalYearStart: string | null
|
|
fiscalYearEnd: string | null
|
|
} | null
|
|
}[] = []
|
|
for (const file of sieFiles) {
|
|
const fileParsed = parseSIEFile(file.rawContent)
|
|
const fyStart = fileParsed.stats.fiscalYearStart
|
|
const fyEnd = fileParsed.stats.fiscalYearEnd
|
|
|
|
let priorImport: {
|
|
imported_at: string | null
|
|
fiscal_year_start: string | null
|
|
fiscal_year_end: string | null
|
|
} | null = null
|
|
|
|
if (fyStart && fyEnd) {
|
|
const { data } = await supabase
|
|
.from('sie_imports')
|
|
.select('imported_at, fiscal_year_start, fiscal_year_end')
|
|
.eq('company_id', companyId)
|
|
.eq('status', 'completed')
|
|
.lte('fiscal_year_start', fyEnd)
|
|
.gte('fiscal_year_end', fyStart)
|
|
.limit(1)
|
|
.maybeSingle()
|
|
priorImport = data
|
|
}
|
|
|
|
fileStatuses.push({
|
|
fiscalYear: file.fiscalYear,
|
|
rawContent: file.rawContent,
|
|
previousImport: priorImport
|
|
? {
|
|
importedAt: priorImport.imported_at,
|
|
fiscalYearStart: priorImport.fiscal_year_start,
|
|
fiscalYearEnd: priorImport.fiscal_year_end,
|
|
}
|
|
: null,
|
|
})
|
|
}
|
|
|
|
const replacedFileCount = fileStatuses.filter(f => f.previousImport).length
|
|
|
|
return NextResponse.json({
|
|
parsed,
|
|
mappings,
|
|
mappingStats,
|
|
preview,
|
|
validation,
|
|
rawContent: fileStatuses.map(f => f.rawContent),
|
|
fileStatuses: fileStatuses.map(f => ({
|
|
fiscalYear: f.fiscalYear,
|
|
previousImport: f.previousImport,
|
|
// Back-compat for older wizard builds: an `alreadyImported`
|
|
// boolean. The new wizard reads `previousImport` directly.
|
|
alreadyImported: !!f.previousImport,
|
|
importedAt: f.previousImport?.importedAt ?? null,
|
|
})),
|
|
allImported: false,
|
|
newFileCount: fileStatuses.length - replacedFileCount,
|
|
replacedFileCount,
|
|
basAccounts: BAS_REFERENCE,
|
|
})
|
|
} catch (error) {
|
|
log.error('arcim sie-data fetch failed', error as Error)
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'PROVIDER_SIE_FETCH_FAILED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Import SIE data (accounts, balances, vouchers) ────────────
|
|
{
|
|
method: 'POST',
|
|
path: '/import-sie',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const { rawContent, mappings, options } = await request.json() as {
|
|
rawContent: string
|
|
mappings: import('@/lib/import/types').AccountMapping[]
|
|
options: {
|
|
createFiscalPeriod: boolean
|
|
importOpeningBalances: boolean
|
|
importTransactions: boolean
|
|
voucherSeries?: string
|
|
updateAccountNames?: boolean
|
|
}
|
|
}
|
|
|
|
if (!rawContent || !mappings) {
|
|
return NextResponse.json({ error: 'rawContent and mappings are required' }, { status: 400 })
|
|
}
|
|
|
|
try {
|
|
const parsed = parseSIEFile(rawContent)
|
|
|
|
// Validate all accounts are mapped (same as manual upload)
|
|
const unmapped = mappings.filter((m: import('@/lib/import/types').AccountMapping) => !m.targetAccount)
|
|
if (unmapped.length > 0) {
|
|
return NextResponse.json({
|
|
error: 'validation',
|
|
message: `${unmapped.length} account(s) are not mapped`,
|
|
unmappedAccounts: unmapped.map((m: import('@/lib/import/types').AccountMapping) => ({
|
|
account: m.sourceAccount,
|
|
name: m.sourceName,
|
|
})),
|
|
}, { status: 400 })
|
|
}
|
|
|
|
// Account creation (and #KONTO renames) happen inside
|
|
// executeSIEImport via syncMappedAccounts — the auto-activate block
|
|
// that used to live here was a duplicate of that logic.
|
|
await saveMappings(supabase, user.id, mappings)
|
|
|
|
const result = await executeSIEImport(supabase, companyId, user.id, parsed, mappings, {
|
|
filename: `migration-sie-${Date.now()}.se`,
|
|
fileContent: rawContent,
|
|
createFiscalPeriod: options.createFiscalPeriod,
|
|
importOpeningBalances: options.importOpeningBalances,
|
|
importTransactions: options.importTransactions,
|
|
voucherSeries: options.voucherSeries,
|
|
// Default ON: re-syncs keep account names current with the source
|
|
// system (idempotent — equal names are a no-op in the rename pass).
|
|
updateAccountNames: options.updateAccountNames ?? true,
|
|
// Fortnox re-sync semantics: a prior completed import for the
|
|
// same fiscal year is automatically replaced (its imported
|
|
// entries are cancelled) so the user can pull updated data
|
|
// without manual cleanup. Manual SIE upload keeps default
|
|
// 'block' behavior.
|
|
onExistingPeriod: 'replace',
|
|
})
|
|
|
|
log.info('SIE import completed:', {
|
|
success: result.success,
|
|
journalEntriesCreated: result.journalEntriesCreated,
|
|
errors: result.errors.length,
|
|
errorDetails: result.errors.slice(0, 10),
|
|
})
|
|
|
|
return NextResponse.json(result)
|
|
} catch (error) {
|
|
log.error('arcim sie import failed', error as Error)
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'SIE_IMPORT_UNEXPECTED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Execute entity migration (customers, suppliers, invoices) ──
|
|
{
|
|
method: 'POST',
|
|
path: '/migrate',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const {
|
|
consentId,
|
|
importCompanyInfo = true,
|
|
importCustomers = true,
|
|
importSuppliers = true,
|
|
importSalesInvoices = true,
|
|
importSupplierInvoices = true,
|
|
reconcileVouchers = true,
|
|
} = await request.json() as {
|
|
consentId: string
|
|
importCompanyInfo?: boolean
|
|
importCustomers?: boolean
|
|
importSuppliers?: boolean
|
|
importSalesInvoices?: boolean
|
|
importSupplierInvoices?: boolean
|
|
reconcileVouchers?: boolean
|
|
}
|
|
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
try {
|
|
const consent = await getConsent(consentId)
|
|
if (consent.status !== 0 && consent.status !== 1) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_READY', moduleLog, {
|
|
details: { consentId, status: consent.status },
|
|
})
|
|
}
|
|
|
|
// ── Guard: a completed SIE import is required before entity import ──
|
|
// Every provider except Fortnox exposes ONLY entity data (customers,
|
|
// suppliers, invoices) via API — never the general ledger. Fortnox pulls
|
|
// the GL itself via SIE-over-API. Importing entities without the
|
|
// SIE-derived ledger (kontoplan, ingående balanser, verifikationer)
|
|
// would leave an incomplete bokföring under BFL: a subledger with no
|
|
// chart of accounts and no opening balances, so every subsequent posting
|
|
// and balance is wrong. The wizard surfaces this as an advisory banner,
|
|
// but it must be enforced here so the rule cannot be bypassed by a direct
|
|
// API call, a skipped wizard step, or a stale client.
|
|
if (consent.provider !== 'fortnox') {
|
|
const { count: completedSieImports } = await supabase
|
|
.from('sie_imports')
|
|
.select('id', { count: 'exact', head: true })
|
|
.eq('company_id', companyId)
|
|
.eq('status', 'completed')
|
|
|
|
if (!completedSieImports || completedSieImports < 1) {
|
|
return errorResponseFromCode('PROVIDER_SIE_IMPORT_REQUIRED', moduleLog, {
|
|
details: { provider: consent.provider },
|
|
})
|
|
}
|
|
}
|
|
|
|
log.info(`Starting migration for user ${user.id} from ${consent.provider}`)
|
|
|
|
const results = await executeMigration({
|
|
consentId,
|
|
companyId,
|
|
userId: user.id,
|
|
supabase,
|
|
importCompanyInfo,
|
|
importCustomers,
|
|
importSuppliers,
|
|
importSalesInvoices,
|
|
importSupplierInvoices,
|
|
reconcileVouchers,
|
|
})
|
|
|
|
log.info('Migration completed:', results)
|
|
|
|
// Mark consent as fully accepted now that data has been imported
|
|
await acceptConsent(consentId)
|
|
|
|
return NextResponse.json({ success: true, results })
|
|
} catch (error) {
|
|
log.error('arcim migration failed', error as Error)
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'PROVIDER_MIGRATE_FAILED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Reconcile supplier invoices to GL payment vouchers ────────
|
|
// Re-runnable maintenance endpoint. The migration runs this automatically as
|
|
// its final step, but SIE (the GL) and entity import are two separate HTTP
|
|
// requests whose order is UI-driven — so if the GL lands after the entity
|
|
// import, or a company was migrated before this feature existed, call this to
|
|
// auto-link settled supplier invoices to their existing vouchers. Pass
|
|
// { dryRun: true } to preview the plan (incl. items needing manual review)
|
|
// without writing.
|
|
{
|
|
method: 'POST',
|
|
path: '/reconcile',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
let dryRun = false
|
|
try {
|
|
const body = (await request.json()) as { dryRun?: boolean }
|
|
dryRun = body?.dryRun === true
|
|
} catch {
|
|
// empty body is fine — default to a real run
|
|
}
|
|
|
|
try {
|
|
const result = await reconcileSupplierInvoiceVouchers({
|
|
supabase,
|
|
companyId,
|
|
userId: user.id,
|
|
dryRun,
|
|
})
|
|
log.info('arcim reconcile completed', {
|
|
companyId,
|
|
dryRun,
|
|
autoLinked: result.autoLinked,
|
|
ambiguous: result.ambiguous,
|
|
unmatched: result.unmatched,
|
|
})
|
|
return NextResponse.json({ success: true, dryRun, result })
|
|
} catch (error) {
|
|
log.error('arcim reconcile failed', error as Error)
|
|
return errorResponseFromCode('PROVIDER_MIGRATE_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Accept consent (mark as fully connected after import) ─────
|
|
{
|
|
method: 'POST',
|
|
path: '/accept',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
const { consentId } = await request.json() as { consentId: string }
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
// Verify consent belongs to this company before mutating
|
|
const { data: consent } = await supabase
|
|
.from('provider_consents')
|
|
.select('id')
|
|
.eq('id', consentId)
|
|
.eq('company_id', companyId)
|
|
.single()
|
|
|
|
if (!consent) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_FOUND', moduleLog)
|
|
}
|
|
|
|
try {
|
|
await acceptConsent(consentId)
|
|
return NextResponse.json({ success: true })
|
|
} catch (error) {
|
|
moduleLog.error('arcim accept failed', error as Error, { consentId })
|
|
return errorResponseFromCode('PROVIDER_ACCEPT_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Disconnect / revoke consent ───────────────────────────────
|
|
{
|
|
method: 'DELETE',
|
|
path: '/disconnect',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
const { consentId } = await request.json() as { consentId: string }
|
|
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
// Verify consent belongs to this company before mutating
|
|
const { data: consent } = await supabase
|
|
.from('provider_consents')
|
|
.select('id')
|
|
.eq('id', consentId)
|
|
.eq('company_id', companyId)
|
|
.single()
|
|
|
|
if (!consent) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_FOUND', moduleLog)
|
|
}
|
|
|
|
try {
|
|
await deleteConsent(consentId)
|
|
|
|
if (ctx?.settings) {
|
|
await ctx.settings.clear('consent_id')
|
|
await ctx.settings.clear('provider')
|
|
}
|
|
|
|
return NextResponse.json({ success: true })
|
|
} catch (error) {
|
|
log.error('arcim disconnect failed', error as Error, { consentId })
|
|
return errorResponseFromCode('PROVIDER_DISCONNECT_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
],
|
|
|
|
eventHandlers: [],
|
|
}
|