* feat(import/export): article import + register export (xlsx/csv)
Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.
Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
backfill; revenue-account override kept only when active, otherwise
dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.
Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.
Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import/export): address PR review — lint ratchet + export hardening
- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
trusting it to drive the parser.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): drop öre-round pattern on article column-detector confidence
The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(import): flag adjusted VAT rows in the article import edit step
Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
458 lines
16 KiB
TypeScript
458 lines
16 KiB
TypeScript
'use client'
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import { useState, useEffect, useMemo, useCallback, Suspense } from 'react'
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import { useLocale, useTranslations } from 'next-intl'
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import { useSearchParams, useRouter, usePathname } from 'next/navigation'
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import { createClient } from '@/lib/supabase/client'
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import { Button } from '@/components/ui/button'
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { Input } from '@/components/ui/input'
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import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogTrigger } from '@/components/ui/dialog'
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import { Skeleton } from '@/components/ui/skeleton'
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import {
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Table,
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TableBody,
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TableCell,
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TableHead,
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TableHeader,
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TableRow,
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} from '@/components/ui/table'
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import { useToast } from '@/components/ui/use-toast'
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import { getErrorMessage, type ErrorLocale } from '@/lib/errors/get-error-message'
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import { Plus, Search, Users, Lock, ChevronUp, ChevronDown, ChevronsUpDown } from 'lucide-react'
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import CustomerForm from '@/components/customers/CustomerForm'
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import { EmptyCustomers, EmptyState } from '@/components/ui/empty-state'
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import { PageHeader } from '@/components/ui/page-header'
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import { ReportExportMenu } from '@/components/reports/ReportExportMenu'
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import { formatDate } from '@/lib/utils'
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import Link from 'next/link'
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import { useCompany } from '@/contexts/CompanyContext'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import type { Customer, CustomerType, CreateCustomerInput } from '@/types'
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const CUSTOMER_TYPE_LABEL_KEYS: Record<CustomerType, string> = {
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individual: 'type_individual',
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swedish_business: 'type_swedish_business',
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eu_business: 'type_eu_business',
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non_eu_business: 'type_non_eu_business',
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}
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type SortColumn = 'name' | 'customer_type' | 'identifier' | 'email' | 'city' | 'created_at'
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type SortDir = 'asc' | 'desc'
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const SORTABLE_COLUMNS: ReadonlyArray<SortColumn> = [
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'name',
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'customer_type',
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'identifier',
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'email',
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'city',
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'created_at',
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]
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function getInitials(name: string): string {
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return name
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.split(' ')
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.map((w) => w[0])
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.slice(0, 2)
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.join('')
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.toUpperCase()
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}
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function getIdentifier(customer: Customer): string {
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return customer.org_number || customer.personal_number || ''
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}
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function compareStrings(a: string, b: string): number {
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return a.localeCompare(b, 'sv', { sensitivity: 'base' })
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}
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function CustomersPageInner() {
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const { company } = useCompany()
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const { canWrite } = useCanWrite()
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const [customers, setCustomers] = useState<Customer[]>([])
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const [isLoading, setIsLoading] = useState(true)
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const [searchTerm, setSearchTerm] = useState('')
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const [isDialogOpen, setIsDialogOpen] = useState(false)
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const [isCreating, setIsCreating] = useState(false)
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const { toast } = useToast()
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const supabase = createClient()
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const t = useTranslations('customers')
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const errorLocale = useLocale() as ErrorLocale
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const router = useRouter()
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const pathname = usePathname()
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const searchParams = useSearchParams()
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const sortParam = searchParams.get('sort')
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const dirParam = searchParams.get('dir')
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const sortColumn: SortColumn = (SORTABLE_COLUMNS as ReadonlyArray<string>).includes(sortParam ?? '')
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? (sortParam as SortColumn)
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: 'name'
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const sortDir: SortDir = dirParam === 'desc' ? 'desc' : 'asc'
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const updateSort = useCallback(
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(column: SortColumn) => {
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const params = new URLSearchParams(searchParams.toString())
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let nextDir: SortDir = 'asc'
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if (column === sortColumn) {
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nextDir = sortDir === 'asc' ? 'desc' : 'asc'
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}
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params.set('sort', column)
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params.set('dir', nextDir)
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router.replace(`${pathname}?${params.toString()}`, { scroll: false })
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},
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[searchParams, sortColumn, sortDir, router, pathname]
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)
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async function fetchCustomers() {
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if (!company) return
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setIsLoading(true)
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const { data, error } = await supabase
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.from('customers')
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.select('*')
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.eq('company_id', company.id)
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.order('name', { ascending: true })
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if (error) {
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toast({
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title: t('load_failed_title'),
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description: t('load_failed_description'),
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variant: 'destructive',
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})
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} else {
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setCustomers(data || [])
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}
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setIsLoading(false)
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}
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useEffect(() => {
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fetchCustomers()
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// eslint-disable-next-line react-hooks/exhaustive-deps
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}, [])
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async function handleCreateCustomer(data: CreateCustomerInput) {
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setIsCreating(true)
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const response = await fetch('/api/customers', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(data),
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})
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const result = await response.json()
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if (!response.ok) {
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toast({
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title: t('create_failed_title'),
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description: getErrorMessage(result, { context: 'customer', locale: errorLocale }),
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variant: 'destructive',
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})
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} else {
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toast({
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title: t('created_title'),
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description: t('created_description', { name: data.name }),
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})
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setCustomers([...customers, result.data])
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setIsDialogOpen(false)
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}
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setIsCreating(false)
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}
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const filteredCustomers = useMemo(() => {
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const term = searchTerm.trim().toLowerCase()
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if (!term) return customers
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return customers.filter((c) => {
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return (
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c.name.toLowerCase().includes(term) ||
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c.email?.toLowerCase().includes(term) ||
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c.org_number?.includes(term) ||
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c.personal_number?.includes(term) ||
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c.city?.toLowerCase().includes(term) ||
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c.notes?.toLowerCase().includes(term)
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)
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})
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}, [customers, searchTerm])
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const sortedCustomers = useMemo(() => {
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const arr = [...filteredCustomers]
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arr.sort((a, b) => {
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let av = ''
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let bv = ''
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switch (sortColumn) {
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case 'name':
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av = a.name || ''
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bv = b.name || ''
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break
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case 'customer_type':
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av = a.customer_type || ''
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bv = b.customer_type || ''
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break
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case 'identifier':
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av = getIdentifier(a)
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bv = getIdentifier(b)
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break
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case 'email':
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av = a.email || ''
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bv = b.email || ''
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break
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case 'city':
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av = a.city || ''
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bv = b.city || ''
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break
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case 'created_at':
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av = a.created_at || ''
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bv = b.created_at || ''
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break
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}
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const cmp = compareStrings(av, bv)
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return sortDir === 'asc' ? cmp : -cmp
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})
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return arr
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}, [filteredCustomers, sortColumn, sortDir])
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function SortableHeader({
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column,
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label,
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className,
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}: {
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column: SortColumn
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label: string
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className?: string
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}) {
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const isActive = sortColumn === column
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const Icon = isActive ? (sortDir === 'asc' ? ChevronUp : ChevronDown) : ChevronsUpDown
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return (
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<TableHead className={className}>
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<button
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type="button"
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onClick={() => updateSort(column)}
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className="inline-flex items-center gap-1 text-[11px] font-medium uppercase tracking-wider text-muted-foreground hover:text-foreground transition-colors"
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>
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{label}
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<Icon className="h-3 w-3 opacity-70" aria-hidden="true" />
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</button>
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</TableHead>
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)
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}
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return (
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<div className="space-y-8">
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<PageHeader
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title={t('title')}
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action={
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<div className="flex items-center gap-2">
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<ReportExportMenu
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items={[
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{ format: 'xlsx', href: '/api/export/customers' },
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{ format: 'csv', href: '/api/export/customers?format=csv' },
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]}
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/>
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<Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
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<DialogTrigger asChild>
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<Button
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disabled={!canWrite}
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title={!canWrite ? t('viewer_disabled_tooltip') : undefined}
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>
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{canWrite ? (
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<Plus className="mr-2 h-4 w-4" />
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) : (
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<Lock className="mr-2 h-4 w-4" />
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)}
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{t('new_customer')}
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</Button>
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</DialogTrigger>
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<DialogContent className="sm:max-w-2xl max-h-[95dvh] sm:max-h-[90vh] overflow-y-auto">
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<DialogHeader>
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<DialogTitle>{t('add_customer')}</DialogTitle>
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</DialogHeader>
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<CustomerForm
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onSubmit={handleCreateCustomer}
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isLoading={isCreating}
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/>
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</DialogContent>
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</Dialog>
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</div>
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}
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/>
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{/* Search */}
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<div className="relative">
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<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
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<Input
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placeholder={t('search_placeholder')}
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value={searchTerm}
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onChange={(e) => setSearchTerm(e.target.value)}
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className="pl-10"
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/>
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</div>
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{/* Customer list */}
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{isLoading ? (
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<>
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{/* Desktop skeleton */}
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<Card className="hidden md:block">
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<CardContent className="p-6 space-y-3">
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{[1, 2, 3, 4, 5].map((i) => (
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<Skeleton key={i} className="h-10 w-full" />
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))}
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</CardContent>
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</Card>
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{/* Mobile skeleton */}
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<div className="grid gap-4 md:hidden">
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{[1, 2, 3].map((i) => (
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<Card key={i}>
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<CardHeader>
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<Skeleton className="h-5 w-1/2" />
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<Skeleton className="h-4 w-1/3 mt-2" />
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</CardHeader>
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<CardContent>
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<Skeleton className="h-4 w-full" />
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</CardContent>
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</Card>
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))}
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</div>
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</>
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) : sortedCustomers.length === 0 ? (
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<Card>
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<CardContent className="p-0">
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{searchTerm ? (
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<EmptyState
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icon={Users}
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title={t('no_search_results_title')}
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description={t('no_search_results_description', { term: searchTerm })}
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/>
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) : (
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<EmptyCustomers onAction={() => setIsDialogOpen(true)} />
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)}
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</CardContent>
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</Card>
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) : (
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<>
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{/* Desktop table */}
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<Card className="hidden md:block">
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<CardContent className="p-0">
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<Table>
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<TableHeader>
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<TableRow>
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<SortableHeader column="name" label={t('col_name')} />
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<SortableHeader column="customer_type" label={t('col_type')} />
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<SortableHeader column="identifier" label={t('col_identifier')} />
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<SortableHeader column="email" label={t('col_email')} />
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<SortableHeader column="city" label={t('col_city')} />
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<SortableHeader
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column="created_at"
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label={t('col_created')}
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className="text-right"
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/>
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</TableRow>
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</TableHeader>
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<TableBody>
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{sortedCustomers.map((customer) => {
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const identifier = getIdentifier(customer)
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return (
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<TableRow
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key={customer.id}
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className="cursor-pointer"
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onClick={() => router.push(`/customers/${customer.id}`)}
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>
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<TableCell className="font-medium">
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<Link
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href={`/customers/${customer.id}`}
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className="hover:text-primary transition-colors"
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onClick={(e) => e.stopPropagation()}
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>
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{customer.name}
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</Link>
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</TableCell>
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<TableCell>
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<Badge variant="secondary">
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{t(CUSTOMER_TYPE_LABEL_KEYS[customer.customer_type])}
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</Badge>
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</TableCell>
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<TableCell className="tabular-nums text-muted-foreground">
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<div className="flex items-center gap-2">
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<span>{identifier || '—'}</span>
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{customer.org_number && customer.vat_number_validated && (
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<Badge variant="success" className="text-xs">
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{t('verified')}
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</Badge>
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)}
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</div>
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</TableCell>
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<TableCell className="text-muted-foreground truncate max-w-[220px]">
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{customer.email || '—'}
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</TableCell>
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<TableCell className="text-muted-foreground">
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{customer.city || '—'}
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</TableCell>
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<TableCell className="text-right tabular-nums text-muted-foreground">
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{formatDate(customer.created_at)}
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</TableCell>
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</TableRow>
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)
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})}
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</TableBody>
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</Table>
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</CardContent>
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</Card>
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{/* Mobile card list */}
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<div className="grid gap-4 md:hidden">
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{sortedCustomers.map((customer) => (
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<Link key={customer.id} href={`/customers/${customer.id}`}>
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<Card className="cursor-pointer transition-colors duration-150 hover:bg-secondary/60 h-full group">
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<CardHeader className="pb-3">
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<div className="flex items-center gap-3.5">
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<div className="h-11 w-11 rounded-full bg-secondary flex items-center justify-center shrink-0 text-sm font-semibold tracking-tight">
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{getInitials(customer.name)}
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</div>
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<div className="min-w-0">
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<CardTitle className="text-base truncate group-hover:text-primary transition-colors">
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{customer.name}
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</CardTitle>
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<Badge variant="secondary" className="mt-1">
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{t(CUSTOMER_TYPE_LABEL_KEYS[customer.customer_type])}
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</Badge>
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</div>
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</div>
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</CardHeader>
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<CardContent>
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<div className="space-y-1.5 text-sm text-muted-foreground">
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{customer.email && <p className="truncate">{customer.email}</p>}
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{getIdentifier(customer) && (
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<div className="flex items-center gap-2 tabular-nums">
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<span>{getIdentifier(customer)}</span>
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{customer.org_number && customer.vat_number_validated && (
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<Badge variant="success" className="text-xs">
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{t('verified')}
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</Badge>
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)}
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</div>
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)}
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{customer.city && (
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<p>
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{customer.city}, {customer.country}
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</p>
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)}
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</div>
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</CardContent>
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</Card>
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</Link>
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))}
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</div>
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</>
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)}
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</div>
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)
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}
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export default function CustomersPage() {
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return (
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<Suspense fallback={null}>
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<CustomersPageInner />
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</Suspense>
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)
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}
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