Files
accounted/components/import/RegisterResultStep.tsx
T
Jakob WennbergandClaude Opus 4.8 2d6ddeafc5 feat(import/export): article import + register export (xlsx/csv) (#750)
* 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>
2026-06-17 14:38:44 +02:00

161 lines
5.2 KiB
TypeScript

'use client'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { CheckCircle2, XCircle, ArrowRight, AlertTriangle } from 'lucide-react'
import Link from 'next/link'
export type RegisterResult = {
success: boolean
created: number
updated: number
skipped: number
failed: number
errors: { row_index: number; name: string; reason: string }[]
/** Non-fatal notes (e.g. dropped revenue-account overrides on article import). */
warnings?: string[]
}
interface RegisterResultStepProps {
entity: 'customers' | 'suppliers' | 'articles'
result: RegisterResult
onNewImport: () => void
}
const ENTITY_COPY = {
customers: {
successTitle: 'Kunder importerade',
failTitle: 'Importen misslyckades',
listLabel: 'Visa alla kunder',
listHref: '/customers',
},
suppliers: {
successTitle: 'Leverantörer importerade',
failTitle: 'Importen misslyckades',
listLabel: 'Visa alla leverantörer',
listHref: '/suppliers',
},
articles: {
successTitle: 'Artiklar importerade',
failTitle: 'Importen misslyckades',
listLabel: 'Visa alla artiklar',
listHref: '/articles',
},
} as const
export default function RegisterResultStep({
entity,
result,
onNewImport,
}: RegisterResultStepProps) {
const copy = ENTITY_COPY[entity]
const totalProcessed = result.created + result.updated + result.skipped + result.failed
const isPartial = result.failed > 0 && result.created + result.updated > 0
return (
<Card>
<CardHeader>
<div className="flex items-center gap-3">
{result.success ? (
<CheckCircle2 className="h-6 w-6 text-success" />
) : isPartial ? (
<AlertTriangle className="h-6 w-6 text-warning" />
) : (
<XCircle className="h-6 w-6 text-destructive" />
)}
<CardTitle>
{result.success
? copy.successTitle
: isPartial
? 'Import slutförd med fel'
: copy.failTitle}
</CardTitle>
</div>
</CardHeader>
<CardContent className="space-y-6">
{/* Stats */}
<div className="grid grid-cols-2 sm:grid-cols-4 gap-3">
<Stat label="Skapade" value={result.created} accent="success" />
<Stat label="Uppdaterade" value={result.updated} accent="warning" />
<Stat label="Hoppades över" value={result.skipped} />
<Stat label="Misslyckades" value={result.failed} accent={result.failed > 0 ? 'destructive' : 'muted'} />
</div>
{totalProcessed === 0 && (
<p className="text-sm text-muted-foreground">Inga rader bearbetades.</p>
)}
{/* Errors */}
{result.errors.length > 0 && (
<div className="space-y-2">
<h4 className="text-sm font-medium">Rader som inte kunde importeras</h4>
<div className="rounded-lg border border-destructive/30 bg-destructive/5 max-h-60 overflow-y-auto">
<ul className="divide-y divide-destructive/20">
{result.errors.map((e, i) => (
<li key={i} className="px-3 py-2 text-sm">
<span className="font-medium">Rad {e.row_index}: {e.name}</span>
<span className="text-muted-foreground"> — {e.reason}</span>
</li>
))}
</ul>
</div>
</div>
)}
{/* Warnings (non-fatal — e.g. dropped revenue-account overrides) */}
{result.warnings && result.warnings.length > 0 && (
<div className="space-y-2">
<h4 className="text-sm font-medium">Att notera</h4>
<div className="rounded-lg border border-warning/30 bg-warning/5 px-4 py-3">
<ul className="space-y-1 text-sm text-muted-foreground">
{result.warnings.map((w, i) => (
<li key={i} className="flex items-start gap-2">
<AlertTriangle className="h-3.5 w-3.5 text-warning mt-0.5 shrink-0" />
<span>{w}</span>
</li>
))}
</ul>
</div>
</div>
)}
<div className="flex flex-wrap gap-3">
<Button asChild>
<Link href={copy.listHref}>
{copy.listLabel}
<ArrowRight className="h-4 w-4 ml-2" />
</Link>
</Button>
<Button variant="ghost" onClick={onNewImport}>Ny import</Button>
</div>
</CardContent>
</Card>
)
}
function Stat({
label,
value,
accent,
}: {
label: string
value: number
accent?: 'success' | 'warning' | 'destructive' | 'muted'
}) {
return (
<div className="rounded-lg border bg-muted/30 p-4 text-center">
<p
className={
accent === 'success' ? 'text-2xl font-semibold tabular-nums text-success' :
accent === 'warning' ? 'text-2xl font-semibold tabular-nums text-warning' :
accent === 'destructive' ? 'text-2xl font-semibold tabular-nums text-destructive' :
'text-2xl font-semibold tabular-nums'
}
>
{value}
</p>
<p className="text-sm text-muted-foreground mt-1">{label}</p>
</div>
)
}