Files
accounted/lib/export/register-export.ts
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

48 lines
1.6 KiB
TypeScript

import {
reportToWorkbook,
exportFilename,
UTF8_BOM,
} from '@/lib/reports/xlsx-export'
export type RegisterExportFormat = 'xlsx' | 'csv'
const XLSX_MIME = 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
/** Normalize the `?format=` query param to a supported export format. */
export function parseExportFormat(raw: string | null): RegisterExportFormat {
return raw === 'csv' ? 'csv' : 'xlsx'
}
/**
* Build the download body + headers for a register export (customers,
* suppliers, articles) in either xlsx or csv. CSV is a single sheet with a
* UTF-8 BOM so Excel renders åäö correctly; both formats share the same
* column/row spec so files round-trip back through the importer.
*/
export function buildRegisterExport(
spec: Parameters<typeof reportToWorkbook>[0],
opts: { format: RegisterExportFormat; slug: string; companyName: string; date: string },
): { buffer: Buffer; contentType: string; filename: string } {
const { format, slug, companyName, date } = opts
if (format === 'csv') {
const buf = reportToWorkbook(spec, { bookType: 'csv' })
return {
buffer: Buffer.concat([Buffer.from(UTF8_BOM, 'utf-8'), buf]),
contentType: 'text/csv; charset=utf-8',
filename: exportFilename(slug, companyName, date, 'csv'),
}
}
return {
buffer: reportToWorkbook(spec),
contentType: XLSX_MIME,
filename: exportFilename(slug, companyName, date, 'xlsx'),
}
}
/** Today's date as `YYYY-MM-DD` for export filenames. */
export function todayIso(): string {
return new Date().toISOString().slice(0, 10)
}