Files
accounted/app/(dashboard)/import/page.tsx
T
MattssonandClaude Fable 5 f24b26a139 fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)
* fix(security): gate replace_sie_import behind owner/admin membership

The RPC was SECURITY DEFINER with EXECUTE granted to PUBLIC and anon, no
company_members lookup, no auth.uid() reference and no unauthorized raise,
while setting gnubok.allow_delete to disarm the BFL immutability and
retention triggers. Any caller holding a company_id and an import id could
hard delete another tenant's verifikationer. Confirmed live in production.

Applies the same fail closed owner/admin guard that undo_sie_import already
carries (migration 20260624120000), resolving the actor from
COALESCE(p_user_id, auth.uid()) so it denies when the role is NULL, then
revokes EXECUTE from PUBLIC and anon. search_path and the raised
statement_timeout are restated, since CREATE OR REPLACE drops settings that
are not repeated.

userId is a required parameter on replaceSIEImport: the service client has a
NULL auth.uid(), so a caller without an explicit actor now fails to compile
rather than hitting the closed gate at runtime.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(security): validate arcim OAuth callback state server side

The callback route is skipAuth and decoded the state parameter as plain
base64url JSON, trusting consentId and provider from it. A one time code was
minted at flow start and never read. An unauthenticated attacker who learned
a consent id could run an OAuth flow on their own provider account and post
the callback with a forged state, landing their tokens on another tenant's
consent, so the victim's next migration imported the attacker's ledger.

State is now an opaque randomBytes(32) pointer to a provider_otc row,
consumed by a single atomic UPDATE guarded on used_at IS NULL and
expires_at, so a replay loses the row lock race and updates nothing.
provider is read from provider_consents rather than trusted from the client.
provider_otc already existed for exactly this purpose and was never wired up.

Also scopes getConsent to an owning company, closing a cross tenant status
oracle where the preview and migrate paths echoed a consent's status before
the scoped check ran.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(security): scope documents storage to company_id (phase A)

The documents bucket policies matched on auth.uid(), and upload keys were
documents/{userId}/..., so company membership was never consulted. Removing a
member revoked nothing: their session still authenticated and they kept
direct Storage read access to every receipt, supplier invoice and bank
statement they had uploaded. The same bug was fixed for sie-files in
20260416120000; this bucket was left behind.

Phase A is additive. Company scoped policies are added alongside the
uploader scoped ones, uploads move to documents/{companyId}/{userId}/..., and
reads accept either layout so nothing breaks mid migration. Phase C, which
drops the old policies, is gated on the backfill reporting zero remaining
legacy prefix objects.

The policy compares the company segment as text rather than casting to uuid
the way sie-files does: this bucket holds keys whose second segment is not a
uuid (MCP audit packages), and Postgres does not guarantee the bucket prefix
qual runs before the cast, so a planner reordering would raise 22P02 and fail
the whole query instead of filtering the row out.

deleteDocument now removes both candidate keys. Removing only the stored
pointer would leave a readable orphan copy of a document the user asked to
erase.

The backfill script is included but has never been run. It defaults to dry
run, refuses .env.local by name, and verifies each copy is readable and
SHA-256 identical before repointing the row.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(security): enforce events:read scope and membership on /api/events

This was the only one of the three validateApiKey call sites with no
downstream guard: v1 and the MCP server both check scope and re-verify
company membership, this route did neither. An events:read scope existed and
was documented as gating the endpoint but was never called, so a legacy key
falling back to DEFAULT_SCOPES read the full log. The bound company id went
straight from the api_keys row into a service role query, so a key whose user
had been removed from the company kept reading.

Adds the scope check before any database access, re-verifies company_members
with archived_at IS NULL, honours test mode by stamping X-Gnubok-Mode instead
of ignoring it, applies minimisePayload so the pull surface can never return
a wider payload than the push surface, and replaces the three flat error
strings with the canonical envelope.

Test key reads are served rather than blocked: TEST_KEY_WRITE_BLOCKED is
gated on mutations in with-api-v1, so a read gets the same treatment as every
other v1 read endpoint.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* perf(bookkeeping): sweep remaining journal_entries!inner embeds

A previous refactor removed this pattern from lib/reports and introduced
fetchEntryLines, but the class was never swept. Seventeen sites remained and
had become the top application consumer of production database time:
measured across the resulting query shapes, 32,694 calls and 25,848 seconds
of execution, mean 790ms, with shapes averaging 2.6s and 3.0s and maxing at
7,962ms against the 8s statement_timeout, which surfaced to users as 500s on
the booking path.

PostgREST compiles an embed with filters on the embedded side into a
correlated INNER JOIN LATERAL with a parameterized LIMIT, which stops
Postgres reordering the join, so each query walked the whole
journal_entry_lines table across all tenants. Driving from the entries side
instead turns that into two indexed round trips.

Converted sites keep their existing shape: the helper reattaches the parent
entry under the same key the embed produced. Several conversions also remove
a latent silent truncation where an unpaginated query was capped at
PostgREST's 1000 row ceiling.

Two deliberate exceptions. The free text ilike legs of the MCP display query
stay on the embed, because each is capped at legLimit and that cap drives the
truncation contract the tool reports, while the helper is unbounded. The
accounts route moves to the existing get_account_usage_counts RPC instead,
since its embed was a head count and the helper returns rows.

commitEntry's write path is untouched: the change there is confined to the
read query of the pre-commit dimension rule check.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(api): anchor v1 list cursors on created_at

Page two returned page one, forever, while still advertising a fresh
next_cursor. The three routes sorted by and encoded a Postgres date column,
which serializes as YYYY-MM-DD, but decodeDefaultCursor validates the cursor
timestamp as full ISO-8601 and returned null, so the keyset filter was never
applied and has_more never went false. An integrator syncing verifikat looped
on the newest rows indefinitely.

The transactions route already solved this and its comment names the trap;
the fix was never ported. All three now order and encode on created_at with
an id tie break, matching the transactions keyset predicate exactly.
ISO_TIMESTAMP is deliberately left alone: relaxing it would silently change
sort semantics on the route that currently works.

Default ordering therefore moves from business date to insert order. Every
business date is still on the row, and the invoices list gains date_from and
date_to filters so a date range is still reachable; the other two already had
them.

The tests use an in-memory PostgREST that actually evaluates the filters,
because the repo's pass-through mock cannot catch this class of bug: the bug
is that the filter is never sent. They walk to exhaustion with a hard
iteration cap, so an unterminated walk fails instead of hanging.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(api): separate dry run from commit in the idempotency hash

The request hash was built from url.pathname, which excludes the query
string, so a dry run and its commit hashed identically. Following the flow
documented in dry-run.ts, re-issuing the request with the same
Idempotency-Key returned the cached preview with Idempotent-Replayed set and
wrote nothing, while reporting 200. An agent or integrator saw success for a
write that never happened.

dry_run is folded into the hash only when true, not as an unconditional
boolean. Including it as false would change the hash of every ordinary write,
and with a 24h idempotency TTL any key in flight across the deploy would fail
the request_hash comparison and 409 on a legitimate retry. Both hash call
sites now go through one shared helper so they cannot drift into a permanent
cache miss, and dry run responses are no longer stored at all.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* ci: install the Bedrock SDK out of tree in the compliance review

The Swedish accounting compliance gate had failed ten consecutive runs and so
was posting nothing. With --no-package-lock npm discarded the lockfile and
re-resolved the whole tree from package.json, floating @hookform/resolvers to
5.4.3, whose valibot ^1 peer conflicts with the pinned valibot 0.39.0.

Installing into the parent of the checkout resolves only that one package, so
an unrelated peer conflict can never take the gate down again. Node still
finds it because ESM bare specifiers walk up parent node_modules; NODE_PATH
would not have worked, as it is CommonJS only. --legacy-peer-deps was
rejected because it masks future genuine peer conflicts and still reifies the
full tree.

The same step's SDK version is aligned from 0.31.0 back to the 0.29.1 that
package.json and check:guards enforce after the streaming outage. That drift
went unnoticed because the pin guard only inspects package.json and the
lockfile, never workflow files.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* build(docker): generate crontabs from vercel.json

vercel.json defines 16 cron jobs; both Docker crontabs carried 9, and were
byte identical to each other. Self hosted deployments therefore never sent
recurring invoices, never dispatched webhooks and never cleaned up
idempotency keys. tax-deadlines also ran once a year on 2 January instead of
daily, and documents/verify weekly instead of daily.

Extension crons are included rather than excluded. The Dockerfile copies the
whole tree before building, so every extension cron route is compiled into
the image regardless of the enabled preset, and each returns 200 when its
extension is unconfigured, so curl -sf logs no failure. Two such entries were
already present in the crontab for extensions absent from the preset, which
settles the intent.

documents/verify is treated as drift rather than a self hosted concession:
the weekly cadence was present in the hosted crontab too, and the run is
capped at 200 documents walking a nulls-first queue, so weekly drains the
integrity queue seven times slower on a check that exists for BFL retention.

webhooks/dispatch keeps its per minute cadence, adding 1,440 requests a day
on self hosted. A gentler tick would silently stretch the first retry, since
the retry ladder opens at 60 seconds. SCHEDULE_OVERRIDES is the one line
place to change that.

A parity test asserts the path sets match minus a documented exclusion list,
and ratchets three cron routes that are currently scheduled nowhere so they
are named rather than silently rotting.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* chore(observability): add a provider agnostic error sink

There is no error tracking in this codebase: logs go to console and Vercel
retention and nowhere else, nothing alerts on the 16 cron jobs, and seven
code comments across lib, app, components and extensions asserted that Sentry
captures errors when Sentry is not a dependency. The two most recent bug
fixes on this repo were both discovered by customer email.

This adds the sink, not a vendor. No dependency is taken: the interface has a
no-op default and a registration point, so behaviour is unchanged until an
adapter is registered. Releases are tagged from the build id already inlined
by next.config.ts.

Redaction moved out of lib/logger.ts into a leaf module that both the logger
and the sink import, so there is one denylist and no path from application
data to a third party can skip the personnummer regex, including direct sink
calls that bypass the logger. That matters here because these logs carry
personnummer and financial data.

verifyCronSecret now reports its own 401s, which covers all 16 jobs without
touching a route file and catches the case where CRON_SECRET is rotated
without updating the scheduler and every job silently 401s forever. The
threshold is one failure rather than the backup alert's three: suppressing
the first occurrence is precisely how an outage stays invisible.

The seven misleading comments are corrected to describe what the code
actually does, including the two cases that still are not covered: the client
side one, since the sink is server side, and a warn level call that is not
forwarded.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix: remediate the 2026-07-26 similar-sweep findings across all surfaces

Resolves the ~150-finding sweep (dev_docs/similar-sweep-2026-07-26.md) with
one agent per finding; every behavioural fix carries a regression test proven
to fail at HEAD. Full status, corrections to the sweep, refusals and open
decisions in dev_docs/similar-sweep-2026-07-26-remediation-status.md.

Structural roots closed:
- resolveSekAmountOrNull(): honest SEK resolution refuses instead of booking
  1:1; four duplicated toSek closures now refuse via INVOICE_FX_RATE_MISSING
- ledger-line-amount.ts: journal_entry_lines.currency labels the document,
  not the amount; SQL pre-filter decoy proven and fixed
- sparse-patch.ts: .partial() does not strip .default() in Zod 4.4.3; the
  exploitable salary payslip-line PATCH and KPI preferences sinks fixed
- tests/schema: migration-replay phantom-column guard (13k+ refs, closed
  CHECK sets, onConflict targets); found 28 real defects, all fixed, all
  four baselines now empty
- three new ratchet guards: sek-labelled-amount, cross-extension-import,
  ungated-extension-route

Highlights: lawful VAT-rate set on all seven invoice surfaces (ML 6 kap),
RC input VAT mismatch wired on web + both MCP callers, missing-underlag
resource delegates to the shared RPC predicate, push-notifications consent
polarity fail-closed, deadlines undo honours requested state, silent-failure
and read-side-fabrication classes fixed across settings/KPI/inbox/Stripe/
Arcim/kassaflodesanalys, error-envelope stringification fixed at 10+ sites
with isSwedishUserMessage extended.

Also includes the parallel session's MCP invoice tools (update_invoice,
recurring schedules, invoice deliveries) which share files with the sweep
work and are verified green together.

13 new migrations are NOT applied anywhere; they apply via branch merge.
20260726120000 backfills 1247 supplier-invoice rows. pg tests for new
DDL are written but unrun (no local Postgres).

Verified: 11088 tests / 881 files green, tsc 0 non-test errors, lint 0
errors, check:guards passing, MCP payload 57475/57500.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(migrations): rename replace_sie_import migration off main's 20260726090000 version

origin/main shipped 20260726090000_agent_quota_rpc_caller_guard.sql; keeping
our replace_sie_import migration on the same version would abort the Supabase
apply with a schema_migrations_pkey duplicate at merge time.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): remediate pre-publish deep-review findings across all slices

A 13-agent review of the full branch diff surfaced 1 critical, 5 high and
~45 further findings; this commit resolves them in one pass:

- replace_sie_import / undo_sie_import: p_user_id honored only for
  service_role callers; any other caller is pinned to auth.uid()
  (impersonation gate bypass), authz raise errcode 42501 mapped to a
  Swedish 403 in the route, new caller-guard migration for undo
- bulk_book_transactions refuses homogeneous non-SEK batches instead of
  writing foreign magnitudes into SEK ledger columns
- credit-note cap trigger: company-match on credited_invoice_id, no
  cross-tenant figures in exception text
- link_voucher RPCs resolve NULL invoice currency as SEK end to end
- personal-number ciphertext CHECK split into NOT VALID + VALIDATE
- same-currency foreign settlements clear 1510 at booking rate and book
  realized diff to 3960/7960; rate-less foreign write paths refuse
- receivables revaluation covers partially_paid and outstanding amounts
- period lock guard paginates candidates past the PostgREST 1000 cap
- documents: service-client storage removals after authz, dual-layout
  reads in integrity cron and archive export, backfill delete-source
  sweep actually deletes with hash verification and shared-key grouping
- invoice matching normalizes NULL/lowercase currencies (regression),
  duplicate candidates stop claiming amount matches they never ran
- match-invoice aborts on any booking failure (no paid-without-verifikat)
- refresh-exchange-rate reverts on concurrent booking (TOCTOU window)
- KPI preferences upsert arbiter aligned to the company-scoped constraint
- personnummer_last4 stripped from all salary responses incl. MCP tools
- worked-hours batch restores destroyed rows on conflict and error paths
- MCP: shared duplicate-claim builder (no more 'null kr'), short-circuit
  on tag_journal_lines overflow, auto_send schedules stage as high risk
- observability sink redacts emails/IBANs/API keys and keeps redacted
  stacks in prod; assorted small guards (safe-return-to /@, dry_run=True,
  cursor helper off-by-one, OAuth state TTL 10 min, arcim saveMappings
  call removed)

Full dispositions, deferred items and hand-verified accounting numbers
are documented in the PR body and DECISIONS.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(personnummer): implement masking and encryption for personal numbers with tests

* fix(review): address CI and compliance-bot findings for PR #1215

pg-real: the CI image's auth shim reads the legacy request.jwt.claim.role
GUC, so both service-role simulations (runAsServiceRole and the
invoice-delivery test's local helper) never satisfied auth.role() =
'service_role' and every legitimate p_user_id path failed closed; the
shared helper now sets both GUC shapes plus SET LOCAL ROLE with a
fail-loud sanity check, and the delivery test reuses it. The link-voucher
migration had recreated both RPCs from pre-rewrite file text,
reintroducing the NULL-unsafe membership pattern the
null-safe-tenant-guards ratchet bans; both guards now use
public.caller_is_company_member() with all currency changes preserved.

Compliance bots: the customers export now emits the standard masked form
instead of raw AES-256-GCM ciphertext in the Org-/personnummer column,
and maskCustomerRow returns a non-round-trippable placeholder on decrypt
failure instead of 500ing the list. MCP parity: gnubok_lock_period's
staging pre-check now runs the exact countUnbookedInPeriod the commit
path enforces (exported from period-service; local mirror deleted), and
gnubok_agi_status resolves AGI state run-scoped so a correction run no
longer renders as already filed.

Declined with evidence: PR-Agent's opening-balances null-zeroing concern
(all mergeable columns are NOT NULL with defaults per 20260713101000).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): address codex review findings on PR #1215

- restore 20260726140000 to its preview-recorded content and restate the
  NULL-safe tenant guard under 20260727130000: a recorded migration version
  never re-runs, so the in-place edit could not reach the preview branch
- replace toFixed() with sv-SE two-decimal formatting in the ROT/RUT cap
  warning texts and update the pinned test expectations
- drop the em dash in the fiscal-periods route comment
- strip trailing whitespace in import-existing.test.ts

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(reports): raise timeout on real PDF render tests

renderToBuffer does real @react-pdf layout work and exceeds the 5s
default when the full suite saturates the CPU; tests pass in isolation.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 03:34:56 +02:00

2347 lines
84 KiB
TypeScript

'use client'
import { useState, useCallback, useEffect } from 'react'
import { useSearchParams, useRouter } from 'next/navigation'
import { useTranslations } from 'next-intl'
import { Card, CardContent } from '@/components/ui/card'
import { Progress } from '@/components/ui/progress'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { PageHeader } from '@/components/ui/page-header'
import { HelpPopover } from '@/components/ui/help-popover'
import { AttnLine } from '@/components/ui/attn-line'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { useToast } from '@/components/ui/use-toast'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { ArrowLeft, CreditCard, Landmark, Loader2, ChevronRight, Download, AlertTriangle } from 'lucide-react'
import { cn, formatDate } from '@/lib/utils'
import { createClient } from '@/lib/supabase/client'
import { useCompany, useCapability } from '@/contexts/CompanyContext'
import { CAPABILITY } from '@/lib/entitlements/keys'
import { DestructiveConfirmDialog, useDestructiveConfirm } from '@/components/ui/destructive-confirm-dialog'
import { getSettingsPanel } from '@/lib/extensions/settings-panel-registry'
import type { OpeningBalanceParseResult, OpeningBalanceExecuteResult, DetectedColumns } from '@/lib/import/opening-balance/types'
// Register import (customers/suppliers) components
import RegisterColumnMappingStep, { type RegisterColumnSpec } from '@/components/import/RegisterColumnMappingStep'
import type { RegisterResult } from '@/components/import/RegisterResultStep'
import type {
CustomerImportParseResult,
AnnotatedCustomerRow,
DetectedCustomerColumns,
} from '@/lib/import/customers/types'
import type {
SupplierImportParseResult,
AnnotatedSupplierRow,
DetectedSupplierColumns,
} from '@/lib/import/suppliers/types'
import type {
ArticleImportParseResult,
AnnotatedArticleRow,
DetectedArticleColumns,
} from '@/lib/import/articles/types'
import type { ImportExecuteOptions } from '@/components/import/ImportReviewStep'
import { applyMappingOverride } from '@/lib/import/account-mapper'
import type { BankFileParseResult, BankFileFormatId, GenericCSVColumnMapping } from '@/lib/import/bank-file/types'
import type { IngestResult } from '@/lib/transactions/ingest'
import type {
ImportWizardStep,
ParsedSIEFile,
AccountMapping,
ImportPreview,
ImportResult,
ParseIssue,
} from '@/lib/import/types'
import type { BASAccount } from '@/types'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import dynamic from 'next/dynamic'
import { FiscalYearSelector } from '@/components/common/FiscalYearSelector'
import CloudBackupCard from '@/extensions/general/cloud-backup/components/CloudBackupCard'
import BankSyncStatusChip from '@/components/transactions/BankSyncStatusChip'
const MigrationWizard = dynamic(
() => import('@/components/extensions/general/ArcimMigrationWorkspace'),
{ ssr: false, loading: () => <div className="flex items-center gap-3 text-muted-foreground p-6"><Loader2 className="h-5 w-5 animate-spin" />Laddar migreringsverktyg...</div> }
)
function ImportStepLoading() {
return (
<div className="flex min-h-48 items-center justify-center" role="status">
<Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
</div>
)
}
const BankFileUploadStep = dynamic(() => import('@/components/import/BankFileUploadStep'), { loading: ImportStepLoading })
const BankFilePreviewStep = dynamic(() => import('@/components/import/BankFilePreviewStep'), { loading: ImportStepLoading })
const BankFileColumnMappingStep = dynamic(() => import('@/components/import/BankFileColumnMappingStep'), { loading: ImportStepLoading })
const BankFileConfirmStep = dynamic(() => import('@/components/import/BankFileConfirmStep'), { loading: ImportStepLoading })
const BankFileResultStep = dynamic(() => import('@/components/import/BankFileResultStep'), { loading: ImportStepLoading })
const OpeningBalanceUploadStep = dynamic(() => import('@/components/import/OpeningBalanceUploadStep'), { loading: ImportStepLoading })
const OpeningBalanceColumnMappingStep = dynamic(() => import('@/components/import/OpeningBalanceColumnMappingStep'), { loading: ImportStepLoading })
const OpeningBalanceEditStep = dynamic(() => import('@/components/import/OpeningBalanceEditStep'), { loading: ImportStepLoading })
const OpeningBalancePeriodStep = dynamic(() => import('@/components/import/OpeningBalancePeriodStep'), { loading: ImportStepLoading })
const OpeningBalanceResultStep = dynamic(() => import('@/components/import/OpeningBalanceResultStep'), { loading: ImportStepLoading })
const RegisterUploadStep = dynamic(() => import('@/components/import/RegisterUploadStep'), { loading: ImportStepLoading })
const CustomersEditStep = dynamic(() => import('@/components/import/CustomersEditStep'), { loading: ImportStepLoading })
const SuppliersEditStep = dynamic(() => import('@/components/import/SuppliersEditStep'), { loading: ImportStepLoading })
const ArticlesEditStep = dynamic(() => import('@/components/import/ArticlesEditStep'), { loading: ImportStepLoading })
const RegisterResultStep = dynamic(() => import('@/components/import/RegisterResultStep'), { loading: ImportStepLoading })
const SIEUploadStep = dynamic(() => import('@/components/import/SIEUploadStep'), { loading: ImportStepLoading })
const SIEPreviewStep = dynamic(() => import('@/components/import/SIEPreviewStep'), { loading: ImportStepLoading })
const AccountMappingStep = dynamic(() => import('@/components/import/AccountMappingStep'), { loading: ImportStepLoading })
const ImportReviewStep = dynamic(() => import('@/components/import/ImportReviewStep'), { loading: ImportStepLoading })
const ImportResultStep = dynamic(() => import('@/components/import/ImportResultStep'), { loading: ImportStepLoading })
// ============================================================
// Bank File Import Wizard Steps
// ============================================================
type BankFileStep = 'upload' | 'preview' | 'column_mapping' | 'confirm' | 'result'
const BANK_STEPS: BankFileStep[] = ['upload', 'preview', 'confirm', 'result']
const BANK_STEPS_WITH_MAPPING: BankFileStep[] = ['upload', 'column_mapping', 'confirm', 'result']
const BANK_STEP_LABELS: Record<BankFileStep, string> = {
upload: 'Ladda upp',
preview: 'Förhandsgranskning',
column_mapping: 'Kolumnmappning',
confirm: 'Bekräfta',
result: 'Resultat',
}
function BankFileImportWizard() {
const { toast } = useToast()
const tTx = useTranslations('transactions')
const { company } = useCompany()
const [bankStep, setBankStep] = useState<BankFileStep>('upload')
const [bankIsLoading, setBankIsLoading] = useState(false)
const [bankError, setBankError] = useState<string | null>(null)
const [bankErrorTitle, setBankErrorTitle] = useState<string | null>(null)
// Parse results
const [parseResult, setParseResult] = useState<BankFileParseResult | null>(null)
const [detectedFormat, setDetectedFormat] = useState<string | null>(null)
const [detectedFormatName, setDetectedFormatName] = useState<string | null>(null)
const [fileHash, setFileHash] = useState<string>('')
const [filename, setFilename] = useState<string>('')
const [rawFileContent, setRawFileContent] = useState<string>('')
// Import result
const [ingestResult, setIngestResult] = useState<IngestResult | null>(null)
// Active PSD2 connections: drives an overlap warning so users don't
// accidentally upload a CSV covering periods we already sync nightly.
const [activePsd2Banks, setActivePsd2Banks] = useState<string[]>([])
useEffect(() => {
if (!company?.id) return
let cancelled = false
const supabase = createClient()
supabase
.from('bank_connections')
.select('bank_name')
.eq('company_id', company.id)
.eq('status', 'active')
.then(({ data }) => {
if (cancelled) return
const names = Array.from(new Set((data ?? []).map((r) => r.bank_name).filter(Boolean)))
setActivePsd2Banks(names)
})
return () => {
cancelled = true
}
}, [company?.id])
const steps = parseResult?.format === 'generic_csv' ? BANK_STEPS_WITH_MAPPING : BANK_STEPS
const currentStepIndex = steps.indexOf(bankStep)
const progress = ((currentStepIndex + 1) / steps.length) * 100
const handleFileSelect = useCallback(async (file: File, formatOverride?: BankFileFormatId) => {
setBankError(null)
setBankErrorTitle(null)
setBankIsLoading(true)
try {
const formData = new FormData()
formData.append('file', file)
if (formatOverride) {
formData.append('format', formatOverride)
}
const res = await fetch('/api/import/bank-file/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
// Structured error envelope: { error: { code, message, message_en, details } }
const err = data?.error
if (err && typeof err === 'object') {
if (err.code === 'BANK_FILE_DUPLICATE') {
const importedAt = err.details?.importedAt ? formatDate(err.details.importedAt) : null
const count = typeof err.details?.importedCount === 'number' ? err.details.importedCount : null
const when = importedAt
? ` ${importedAt}${count !== null ? ` (${count} transaktioner)` : ''}`
: ''
setBankErrorTitle('Filen är redan importerad')
setBankError(
`Den här filen är redan importerad${when}. Transaktionerna finns redan under Transaktioner. ` +
'Exportera en ny fil från banken om du vill lägga till fler transaktioner.'
)
} else {
setBankError(getErrorMessage(err) || 'Kunde inte läsa filen')
}
} else {
setBankError(typeof err === 'string' ? err : 'Kunde inte läsa filen')
}
return
}
setParseResult(data.data.parse_result)
setDetectedFormat(data.data.detected_format)
setDetectedFormatName(data.data.detected_format_name)
setFileHash(data.data.file_hash)
setFilename(data.data.filename)
// Read raw file content for CSV preview
const text = await file.text()
setRawFileContent(text)
const txCount = data.data.parse_result.transactions.length
if (data.data.parse_result.format === 'generic_csv') {
// Auto-detect failed or user picked "Annan CSV": always route to manual column mapping.
// Default mapping rarely matches, so advance regardless of tx count.
setBankStep('column_mapping')
} else if (txCount > 0) {
setBankStep('preview')
toast({
title: 'Fil analyserad',
description: `${txCount} transaktioner hittades`,
})
} else {
// Format detected but no transactions parsed: parser couldn't extract rows
setBankError('Filen kunde läsas men inga transaktioner hittades. Kontrollera att filen innehåller transaktionsdata och inte bara rubriker.')
}
} catch (err) {
setBankError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setBankIsLoading(false)
}
}, [toast])
const handleColumnMappingConfirm = useCallback(async (mapping: GenericCSVColumnMapping) => {
// Re-parse with mapping via the generic CSV parser
const { parseGenericCSV } = await import('@/lib/import/bank-file/formats/generic-csv')
const result = parseGenericCSV(rawFileContent, mapping)
setParseResult(result)
setBankStep('confirm')
}, [rawFileContent])
const handleExecuteImport = useCallback(async (options: { skip_duplicates: boolean; auto_categorize: boolean; settlement_account?: string }) => {
if (!parseResult) return
setBankIsLoading(true)
setBankError(null)
try {
const res = await fetch('/api/import/bank-file/execute', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
transactions: parseResult.transactions,
format: parseResult.format,
filename,
file_hash: fileHash,
...options,
}),
})
const data = await res.json()
if (!res.ok) {
// Map the parsed body plus the status: on the thrown-error path
// `data.error` is the canonical envelope OBJECT (withRouteContext),
// which must never be stored into a rendered string state.
setBankError(getErrorMessage(data, { statusCode: res.status }))
return
}
setIngestResult(data.data)
setBankStep('result')
toast({
title: 'Import genomförd',
description: `${data.data.imported} transaktioner importerades`,
})
} catch (err) {
setBankError(err instanceof Error ? getErrorMessage(err) : 'Importen misslyckades')
} finally {
setBankIsLoading(false)
}
}, [parseResult, filename, fileHash, toast])
const handleNewImport = () => {
setBankStep('upload')
setParseResult(null)
setDetectedFormat(null)
setDetectedFormatName(null)
setFileHash('')
setFilename('')
setIngestResult(null)
setBankError(null)
setBankErrorTitle(null)
setRawFileContent('')
}
return (
<div className="space-y-6">
{/* Status chip for at-a-glance "auto-sync is healthy / stale / needs attention" */}
<BankSyncStatusChip />
{/* Overlap warning: active PSD2 means file import will likely create
duplicates of transactions the nightly sync already covers. */}
{activePsd2Banks.length > 0 && (
<div className="flex items-start gap-3 rounded-lg border border-border bg-muted/30 p-4">
<AlertTriangle className="mt-0.5 h-5 w-5 shrink-0 text-warning" />
<div className="flex-1 text-sm">
<p className="font-medium">
{tTx('import_psd2_active_warning_title', { bankName: activePsd2Banks.join(', ') })}
</p>
<p className="mt-1 text-muted-foreground">
{tTx('import_psd2_active_warning_body')}
</p>
</div>
</div>
)}
{/* Progress */}
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentStepIndex + 1}/{steps.length}: {BANK_STEP_LABELS[bankStep]}
</span>
{steps.map((s, i) => (
<span
key={s}
className={cn(
'hidden sm:inline',
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground'
)}
>
{BANK_STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progress} className="h-2" />
</div>
</CardContent>
</Card>
{/* Step content */}
{bankStep === 'upload' && (
<BankFileUploadStep
onFileSelect={handleFileSelect}
isLoading={bankIsLoading}
error={bankError}
errorTitle={bankErrorTitle}
detectedFormat={detectedFormat}
detectedFormatName={detectedFormatName}
/>
)}
{bankStep === 'preview' && parseResult && (
<BankFilePreviewStep
parseResult={parseResult}
onContinue={() => {
if (parseResult.format === 'generic_csv') {
setBankStep('column_mapping')
} else {
setBankStep('confirm')
}
}}
onBack={() => setBankStep('upload')}
/>
)}
{bankStep === 'column_mapping' && (
<BankFileColumnMappingStep
rawFileContent={rawFileContent}
onConfirm={handleColumnMappingConfirm}
onBack={() => setBankStep('upload')}
/>
)}
{bankStep === 'confirm' && parseResult && (
<BankFileConfirmStep
parseResult={parseResult}
onExecute={handleExecuteImport}
onBack={() => {
if (parseResult.format === 'generic_csv') {
setBankStep('column_mapping')
} else {
setBankStep('preview')
}
}}
isLoading={bankIsLoading}
/>
)}
{bankStep === 'result' && ingestResult && (
<BankFileResultStep
result={ingestResult}
onNewImport={handleNewImport}
/>
)}
</div>
)
}
// ============================================================
// SIE Import Wizard (unchanged, extracted into component)
// ============================================================
const SIE_STEP_LABELS: Record<ImportWizardStep, string> = {
upload: 'Ladda upp',
preview: 'Förhandsgranskning',
mapping: 'Kontomappning',
review: 'Bekräfta',
result: 'Resultat',
}
function SIEImportWizard() {
const { toast } = useToast()
const [step, setStep] = useState<ImportWizardStep>('upload')
const [isLoading, setIsLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
const [errorType, setErrorType] = useState<'duplicate' | 'duplicate_period' | 'validation' | 'parse' | 'network' | undefined>()
const [validationErrors, setValidationErrors] = useState<string[]>([])
const [validationWarnings, setValidationWarnings] = useState<string[]>([])
const [duplicateImportId, setDuplicateImportId] = useState<string | null>(null)
const [isReplacing, setIsReplacing] = useState(false)
const [file, setFile] = useState<File | null>(null)
const [, setParsed] = useState<ParsedSIEFile | null>(null)
const [mappings, setMappings] = useState<AccountMapping[]>([])
const [basAccounts, setBasAccounts] = useState<BASAccount[]>([])
const [preview, setPreview] = useState<ImportPreview | null>(null)
const [issues, setIssues] = useState<ParseIssue[]>([])
const [importResult, setImportResult] = useState<ImportResult | null>(null)
const [, setSieAccounts] = useState<{ number: string; name: string }[]>([])
const [isCreatingAccounts, setIsCreatingAccounts] = useState(false)
// Skip the mapping step when all accounts are already mapped
const hasUnmapped = mappings.some((m) => !m.targetAccount)
const sieSteps: ImportWizardStep[] = hasUnmapped
? ['upload', 'preview', 'mapping', 'review', 'result']
: ['upload', 'preview', 'review', 'result']
const currentStepIndex = sieSteps.indexOf(step)
const progress = ((currentStepIndex + 1) / sieSteps.length) * 100
const handleFileSelect = useCallback(async (selectedFile: File) => {
setFile(selectedFile)
setError(null)
setErrorType(undefined)
setValidationErrors([])
setValidationWarnings([])
setIsLoading(true)
try {
const formData = new FormData()
formData.append('file', selectedFile)
const res = await fetch('/api/import/sie/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
const code = data?.error?.code as string | undefined
const message = getErrorMessage(data)
const details = (data?.error?.details ?? {}) as {
importId?: string
errors?: string[]
warnings?: string[]
}
if (code === 'SIE_DUPLICATE_FILE' || code === 'SIE_DUPLICATE_PERIOD') {
const isPeriod = code === 'SIE_DUPLICATE_PERIOD'
setErrorType(isPeriod ? 'duplicate_period' : 'duplicate')
setError(message)
if (details.importId) {
setDuplicateImportId(details.importId)
}
toast({
title: isPeriod ? 'Överlappande räkenskapsår' : 'Filen har redan importerats',
description: message,
variant: 'destructive',
})
} else if (code === 'SIE_PARSE_VALIDATION_FAILED') {
setErrorType('validation')
setError(message)
setValidationErrors(details.errors || [])
setValidationWarnings(details.warnings || [])
toast({
title: 'Valideringsfel i SIE-filen',
description: `${(details.errors || []).length} fel hittades som måste åtgärdas.`,
variant: 'destructive',
})
} else {
setErrorType('parse')
setError(message)
toast({ title: 'Kunde inte läsa filen', description: message, variant: 'destructive' })
}
return
}
setParsed({
header: data.parsed.header,
accounts: data.parsed.accounts,
openingBalances: [],
closingBalances: [],
resultBalances: [],
vouchers: [],
dimensions: [],
dimensionValues: [],
issues: data.parsed.issues,
stats: data.parsed.stats,
})
setMappings(data.mappings)
setPreview(data.preview)
setIssues(data.parsed.issues)
setSieAccounts(data.parsed.accounts)
const accountsRes = await fetch('/api/bookkeeping/accounts')
if (accountsRes.ok) {
const accountsData = await accountsRes.json()
setBasAccounts(accountsData.data || [])
}
setStep('preview')
toast({
title: 'Fil analyserad',
description: `${data.parsed.stats.totalAccounts} konton och ${data.parsed.stats.totalVouchers} verifikationer hittades`,
})
} catch (err) {
const isNetworkError = err instanceof TypeError && (err.message === 'Failed to fetch' || err.message.includes('NetworkError'))
const message = isNetworkError
? 'Kunde inte nå servern. Kontrollera din internetanslutning och försök igen.'
: getErrorMessage(err)
setErrorType(isNetworkError ? 'network' : 'parse')
setError(message)
toast({ title: isNetworkError ? 'Anslutningsfel' : 'Ett fel uppstod', description: message, variant: 'destructive' })
} finally {
setIsLoading(false)
}
}, [toast])
const handleUndo = useCallback(async (importId: string) => {
setIsLoading(true)
try {
const res = await fetch(`/api/import/sie/${importId}/undo`, { method: 'DELETE' })
const data = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte ångra import', description: getErrorMessage(data), variant: 'destructive' })
return
}
toast({
title: 'Import ångrad',
description: `${data.deletedEntries} verifikation${data.deletedEntries === 1 ? '' : 'er'} raderades.`,
})
// Reset wizard to upload step so the user can re-import a corrected file
setStep('upload')
setFile(null)
setParsed(null)
setMappings([])
setPreview(null)
setIssues([])
setImportResult(null)
setError(null)
setErrorType(undefined)
setValidationErrors([])
setValidationWarnings([])
setDuplicateImportId(null)
setSieAccounts([])
} catch {
toast({ title: 'Anslutningsfel', description: 'Kunde inte nå servern.', variant: 'destructive' })
} finally {
setIsLoading(false)
}
}, [toast])
const handleReplace = useCallback(async (importId: string) => {
if (!file) return
setIsReplacing(true)
try {
const res = await fetch(`/api/import/sie/${importId}/replace`, { method: 'POST' })
const data = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte ersätta import', description: getErrorMessage(data), variant: 'destructive' })
return
}
toast({
title: 'Import ersatt',
description: `${data.deletedEntries} verifikation${data.deletedEntries === 1 ? '' : 'er'} raderades. Importerar ny fil...`,
})
// Clear error state and re-trigger the file upload
setError(null)
setErrorType(undefined)
setDuplicateImportId(null)
// Small delay so the user sees the success toast before re-upload starts
await new Promise(resolve => setTimeout(resolve, 500))
handleFileSelect(file)
} catch {
toast({ title: 'Anslutningsfel', description: 'Kunde inte nå servern.', variant: 'destructive' })
} finally {
setIsReplacing(false)
}
}, [file, handleFileSelect, toast])
const handleMappingChange = useCallback((sourceAccount: string, targetAccount: string, targetName: string) => {
setMappings((prev) => applyMappingOverride(prev, sourceAccount, targetAccount, targetName))
setPreview((prev) => {
if (!prev) return prev
const updatedMappings = applyMappingOverride(mappings, sourceAccount, targetAccount, targetName)
const mapped = updatedMappings.filter((m) => m.targetAccount).length
const unmapped = updatedMappings.length - mapped
const lowConfidence = updatedMappings.filter((m) => m.targetAccount && m.confidence < 0.7).length
return {
...prev,
mappingStatus: {
...prev.mappingStatus,
mapped,
unmapped,
lowConfidence,
},
}
})
}, [mappings])
const missingAccounts = mappings
.filter((m) => !m.targetAccount)
.map((m) => ({ number: m.sourceAccount, name: m.sourceName }))
const handleCreateAccounts = useCallback(async () => {
if (missingAccounts.length === 0) return
setIsCreatingAccounts(true)
try {
const res = await fetch('/api/import/sie/create-accounts', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ accounts: missingAccounts }),
})
const data = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte skapa konton', description: getErrorMessage(data), variant: 'destructive' })
return
}
toast({ title: 'Konton skapade', description: `${data.created} nya konton har lagts till i din kontoplan` })
// Optimistically update mappings: mark created accounts as self-mapped
const createdSet = new Set(missingAccounts.map(a => a.number))
setMappings(prev => prev.map(m =>
!m.targetAccount && createdSet.has(m.sourceAccount)
? { ...m, targetAccount: m.sourceAccount, targetName: m.sourceName, confidence: 1.0 }
: m
))
setPreview(prev => {
if (!prev) return prev
const newMapped = prev.mappingStatus.mapped + createdSet.size
return {
...prev,
mappingStatus: {
...prev.mappingStatus,
mapped: newMapped,
unmapped: Math.max(0, prev.mappingStatus.unmapped - createdSet.size),
},
}
})
// Also refresh BAS accounts list
const accountsRes = await fetch('/api/bookkeeping/accounts')
if (accountsRes.ok) {
const accountsData = await accountsRes.json()
setBasAccounts(accountsData.data || [])
}
} catch (err) {
toast({ title: 'Kunde inte skapa konton', description: err instanceof Error ? getErrorMessage(err) : 'Försök igen.', variant: 'destructive' })
} finally {
setIsCreatingAccounts(false)
}
}, [missingAccounts, toast])
const handleExecuteImport = useCallback(async (options: ImportExecuteOptions) => {
if (!file) { setError('No file selected'); return }
setIsLoading(true)
setError(null)
try {
const formData = new FormData()
formData.append('file', file)
formData.append('mappings', JSON.stringify(mappings))
formData.append('options', JSON.stringify(options))
const res = await fetch('/api/import/sie/execute', { method: 'POST', body: formData })
const data = await res.json()
if (!res.ok) {
const code = data?.error?.code as string | undefined
const message = getErrorMessage(data)
const failedResult = data?.error?.details?.result as typeof data.result | undefined
if (code === 'SIE_DUPLICATE_FILE' || code === 'SIE_DUPLICATE_PERIOD') {
setError(message)
toast({ title: 'Filen har redan importerats', description: message, variant: 'destructive' })
return
}
if (failedResult) {
setImportResult(failedResult)
} else {
setError(message)
toast({ title: 'Import misslyckades', description: message, variant: 'destructive' })
return
}
} else {
setImportResult(data.result)
}
setStep('result')
if (data.result?.success) {
const created = data.result.journalEntriesCreated
const skipped = data.result.details?.skippedVouchers?.total || 0
toast({
title: 'Import genomförd',
description: `${created} verifikationer skapades${skipped > 0 ? ` (${skipped} hoppades över)` : ''}`,
})
} else if (data.result && !data.result.success) {
toast({
title: 'Import slutförd med problem',
description: `${data.result.errors?.length || 0} fel uppstod under importen. Se resultatet för detaljer.`,
variant: 'destructive',
})
}
} catch (err) {
const isNetworkError = err instanceof TypeError && (err.message === 'Failed to fetch' || err.message.includes('NetworkError'))
const msg = isNetworkError
? 'Tappade anslutningen till servern under importen. Kontrollera din internetanslutning och se om importen genomfördes under Bokföring.'
: getErrorMessage(err)
setError(msg)
toast({ title: 'Import avbröts', description: msg, variant: 'destructive' })
} finally {
setIsLoading(false)
}
}, [file, mappings, toast])
const goToStep = (targetStep: ImportWizardStep) => { setStep(targetStep); setError(null); setValidationErrors([]); setValidationWarnings([]) }
const goBack = () => { const i = sieSteps.indexOf(step); if (i > 0) setStep(sieSteps[i - 1]) }
const handleNewImport = () => {
setStep('upload'); setFile(null); setParsed(null); setMappings([])
setPreview(null); setIssues([]); setImportResult(null); setError(null); setErrorType(undefined)
setValidationErrors([]); setValidationWarnings([]); setDuplicateImportId(null)
setSieAccounts([]); setIsCreatingAccounts(false)
}
return (
<div className="space-y-6">
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentStepIndex + 1}/{sieSteps.length}: {SIE_STEP_LABELS[step]}
</span>
{sieSteps.map((s, i) => (
<span key={s} className={cn(
'hidden sm:inline',
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground'
)}>
{SIE_STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progress} className="h-2" />
</div>
</CardContent>
</Card>
{step === 'upload' && <SIEUploadStep onFileSelect={handleFileSelect} isLoading={isLoading} error={error} errorType={errorType} validationErrors={validationErrors} validationWarnings={validationWarnings} duplicateImportId={duplicateImportId} onReplace={handleReplace} isReplacing={isReplacing} />}
{step === 'preview' && preview && (
<SIEPreviewStep preview={preview} issues={issues} missingAccounts={missingAccounts}
onCreateAccounts={handleCreateAccounts} isCreatingAccounts={isCreatingAccounts}
onContinue={() => goToStep(hasUnmapped ? 'mapping' : 'review')} onBack={goBack} />
)}
{step === 'mapping' && (
<AccountMappingStep mappings={mappings} basAccounts={basAccounts}
onMappingChange={handleMappingChange} onContinue={() => goToStep('review')} onBack={goBack} />
)}
{step === 'review' && preview && (
<ImportReviewStep preview={preview} mappings={mappings}
onExecute={handleExecuteImport} onBack={goBack} isLoading={isLoading} />
)}
{step === 'result' && importResult && <ImportResultStep result={importResult} onNewImport={handleNewImport} onUndo={handleUndo} />}
</div>
)
}
// ============================================================
// Opening Balance Flow (entity = "opening_balance" inside CSVDataImportWizard)
// ============================================================
type OpeningBalanceStep = 'upload' | 'column_mapping' | 'edit' | 'period' | 'result'
const OB_STEP_LABELS: Record<OpeningBalanceStep, string> = {
upload: 'Ladda upp',
column_mapping: 'Kolumnmappning',
edit: 'Granska',
period: 'Period',
result: 'Resultat',
}
function OpeningBalanceFlow() {
const { toast } = useToast()
const { dialogProps, confirm } = useDestructiveConfirm()
const router = useRouter()
const [obStep, setObStep] = useState<OpeningBalanceStep>('upload')
const [obIsLoading, setObIsLoading] = useState(false)
const [obError, setObError] = useState<string | null>(null)
const [obBankFormatHint, setObBankFormatHint] = useState<string | null>(null)
const [obFile, setObFile] = useState<File | null>(null)
const [parseResult, setParseResult] = useState<OpeningBalanceParseResult | null>(null)
const [editedRows, setEditedRows] = useState<{
id: string; account_number: string; account_name: string
debit_amount: number; credit_amount: number
}[]>([])
const [executeResult, setExecuteResult] = useState<OpeningBalanceExecuteResult | null>(null)
// Determine steps: skip column mapping if confidence >= 0.8
const needsMapping = parseResult && parseResult.detected_columns.confidence < 0.8
const steps: OpeningBalanceStep[] = needsMapping
? ['upload', 'column_mapping', 'edit', 'period', 'result']
: ['upload', 'edit', 'period', 'result']
const currentStepIndex = steps.indexOf(obStep)
const progress = ((currentStepIndex + 1) / steps.length) * 100
const handleFileSelect = useCallback(async (file: File) => {
setObError(null)
setObBankFormatHint(null)
setObIsLoading(true)
setObFile(file)
try {
const formData = new FormData()
formData.append('file', file)
const res = await fetch('/api/import/opening-balance/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
// Map the parsed body plus the status, never render `data.error` raw:
// the thrown-error path answers with the canonical envelope OBJECT.
setObError(getErrorMessage(data, { statusCode: res.status }))
return
}
const result: OpeningBalanceParseResult = data.data
setParseResult(result)
if (result.rows.length === 0) {
if (result.detected_bank_format) {
// The file is a bank statement uploaded to the wrong importer (#918)
setObBankFormatHint(result.detected_bank_format)
setObError(`Filen ser ut som ett kontoutdrag från ${result.detected_bank_format}, inte ingående balanser. Kontoutdrag importeras under "Banktransaktioner".`)
} else {
setObError('Inga konton med belopp hittades i filen. Kontrollera att filen innehåller kontonummer och belopp.')
}
return
}
toast({
title: 'Fil analyserad',
description: `${result.rows.length} konton hittades`,
})
// Skip column mapping if confidence >= 0.8
if (result.detected_columns.confidence < 0.8) {
setObStep('column_mapping')
} else {
setObStep('edit')
}
} catch (err) {
setObError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setObIsLoading(false)
}
}, [toast])
const handleColumnMappingConfirm = useCallback(async (columns: DetectedColumns) => {
if (!obFile) return
setObIsLoading(true)
setObError(null)
try {
const formData = new FormData()
formData.append('file', obFile)
formData.append('column_overrides', JSON.stringify(columns))
const res = await fetch('/api/import/opening-balance/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setObError(getErrorMessage(data, { statusCode: res.status }))
return
}
setParseResult(data.data)
setObStep('edit')
} catch (err) {
setObError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setObIsLoading(false)
}
}, [obFile])
const handleEditContinue = useCallback((rows: typeof editedRows) => {
setEditedRows(rows)
setObStep('period')
}, [])
const handleExecute = useCallback(async (fiscalPeriodId: string, replace: boolean) => {
if (replace) {
const ok = await confirm({
title: 'Ersätt ingående balanser?',
description:
'Den befintliga IB-verifikationen makuleras (stornas) och en ny bokförs med beloppen du angett. Detta går inte att ångra automatiskt.',
confirmLabel: 'Ersätt',
variant: 'warning',
})
if (!ok) return
}
setObIsLoading(true)
setObError(null)
const endpoint = replace
? '/api/import/opening-balance/correct'
: '/api/import/opening-balance/execute'
try {
const res = await fetch(endpoint, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
fiscal_period_id: fiscalPeriodId,
lines: editedRows.map((r) => ({
account_number: r.account_number,
debit_amount: r.debit_amount,
credit_amount: r.credit_amount,
})),
}),
})
const data = await res.json()
if (!res.ok) {
setObError(getErrorMessage(data))
return
}
setExecuteResult(data.data)
setObStep('result')
if (data.data.success) {
toast({
title: replace ? 'Ingående balanser korrigerade' : 'Ingående balanser bokförda',
description: `${data.data.lines_created} kontorader skapades`,
})
}
} catch (err) {
setObError(err instanceof Error ? getErrorMessage(err) : 'Importen misslyckades')
} finally {
setObIsLoading(false)
}
}, [editedRows, toast, confirm])
const handleNewImport = () => {
setObStep('upload')
setObFile(null)
setParseResult(null)
setEditedRows([])
setExecuteResult(null)
setObError(null)
setObBankFormatHint(null)
}
return (
<div className="space-y-6">
{/* Progress */}
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentStepIndex + 1}/{steps.length}: {OB_STEP_LABELS[obStep]}
</span>
{steps.map((s, i) => (
<span
key={s}
className={cn(
'hidden sm:inline',
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground',
)}
>
{OB_STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progress} className="h-2" />
</div>
</CardContent>
</Card>
{/* Step content */}
{obStep === 'upload' && (
<OpeningBalanceUploadStep
onFileSelect={handleFileSelect}
isLoading={obIsLoading}
error={obError}
errorAction={
obBankFormatHint
? { label: 'Importera banktransaktioner', onClick: () => router.push('/import?mode=bank') }
: undefined
}
/>
)}
{obStep === 'column_mapping' && parseResult && (
<OpeningBalanceColumnMappingStep
headers={parseResult.headers}
previewRows={parseResult.preview_rows}
detectedColumns={parseResult.detected_columns}
onConfirm={handleColumnMappingConfirm}
onBack={() => setObStep('upload')}
/>
)}
{obStep === 'edit' && parseResult && (
<OpeningBalanceEditStep
rows={parseResult.rows}
onContinue={handleEditContinue}
onBack={() => {
if (needsMapping) {
setObStep('column_mapping')
} else {
setObStep('upload')
}
}}
/>
)}
{obStep === 'period' && (
<OpeningBalancePeriodStep
rows={editedRows}
onExecute={handleExecute}
onBack={() => setObStep('edit')}
isLoading={obIsLoading}
error={obError}
/>
)}
{obStep === 'result' && executeResult && (
<OpeningBalanceResultStep
result={executeResult}
onNewImport={handleNewImport}
/>
)}
<DestructiveConfirmDialog {...dialogProps} />
</div>
)
}
// ============================================================
// Customers Flow (entity = "customers" inside CSVDataImportWizard)
// ============================================================
type RegisterStep = 'upload' | 'column_mapping' | 'edit' | 'result'
const REGISTER_STEP_LABELS: Record<RegisterStep, string> = {
upload: 'Ladda upp',
column_mapping: 'Kolumnmappning',
edit: 'Granska',
result: 'Resultat',
}
const CUSTOMER_COLUMN_SPECS: RegisterColumnSpec<keyof DetectedCustomerColumns>[] = [
{ key: 'name_col', label: 'Namn', required: true },
{ key: 'org_number_col', label: 'Org-/personnummer', required: false },
{ key: 'customer_type_col', label: 'Kundtyp', required: false },
{ key: 'email_col', label: 'E-post', required: false },
{ key: 'phone_col', label: 'Telefon', required: false },
{ key: 'address_line1_col', label: 'Adress', required: false },
{ key: 'address_line2_col', label: 'Adress rad 2', required: false },
{ key: 'postal_code_col', label: 'Postnummer', required: false },
{ key: 'city_col', label: 'Ort', required: false },
{ key: 'country_col', label: 'Land', required: false },
{ key: 'vat_number_col', label: 'VAT-nummer', required: false },
{ key: 'payment_terms_col', label: 'Betalningsvillkor (dagar)', required: false },
{ key: 'notes_col', label: 'Anteckning', required: false },
]
function columnsToMapping<K extends string>(
cols: { readonly [key: string]: unknown },
specs: RegisterColumnSpec<K>[],
): Record<K, number | null> {
const out = {} as Record<K, number | null>
for (const spec of specs) {
const v = cols[spec.key as string]
out[spec.key] = typeof v === 'number' ? v : null
}
return out
}
function CustomersFlow() {
const { toast } = useToast()
const [step, setStep] = useState<RegisterStep>('upload')
const [isLoading, setIsLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
const [file, setFile] = useState<File | null>(null)
const [parseResult, setParseResult] = useState<CustomerImportParseResult | null>(null)
const [executeResult, setExecuteResult] = useState<RegisterResult | null>(null)
const needsMapping = parseResult && parseResult.detected_columns.confidence < 0.8
const steps: RegisterStep[] = needsMapping
? ['upload', 'column_mapping', 'edit', 'result']
: ['upload', 'edit', 'result']
const currentStepIndex = steps.indexOf(step)
const progress = ((currentStepIndex + 1) / steps.length) * 100
const handleFileSelect = useCallback(async (selectedFile: File) => {
setError(null)
setIsLoading(true)
setFile(selectedFile)
try {
const formData = new FormData()
formData.append('file', selectedFile)
const res = await fetch('/api/import/customers/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || data.error || 'Kunde inte läsa filen')
return
}
const result = data.data as CustomerImportParseResult
setParseResult(result)
if (result.rows.length === 0) {
setError('Inga giltiga kundrader hittades. Kontrollera att filen innehåller en namnkolumn.')
return
}
toast({
title: 'Fil analyserad',
description: `${result.rows.length} kunder hittades${result.duplicate_count > 0 ? ` (${result.duplicate_count} matchar befintliga)` : ''}`,
})
setStep(result.detected_columns.confidence < 0.8 ? 'column_mapping' : 'edit')
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setIsLoading(false)
}
}, [toast])
const handleColumnMappingConfirm = useCallback(async (
mapping: Record<keyof DetectedCustomerColumns, number | null>,
) => {
if (!file) return
setIsLoading(true)
setError(null)
try {
const overrides: DetectedCustomerColumns = {
name_col: mapping.name_col ?? 0,
org_number_col: mapping.org_number_col,
customer_type_col: mapping.customer_type_col,
email_col: mapping.email_col,
phone_col: mapping.phone_col,
address_line1_col: mapping.address_line1_col,
address_line2_col: mapping.address_line2_col,
postal_code_col: mapping.postal_code_col,
city_col: mapping.city_col,
country_col: mapping.country_col,
vat_number_col: mapping.vat_number_col,
payment_terms_col: mapping.payment_terms_col,
notes_col: mapping.notes_col,
confidence: 1,
}
const formData = new FormData()
formData.append('file', file)
formData.append('column_overrides', JSON.stringify(overrides))
const res = await fetch('/api/import/customers/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || 'Kunde inte tolka filen med de valda kolumnerna')
return
}
setParseResult(data.data)
setStep('edit')
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setIsLoading(false)
}
}, [file])
const handleExecute = useCallback(async (
rows: AnnotatedCustomerRow[],
updateDuplicates: boolean,
) => {
setIsLoading(true)
setError(null)
try {
const res = await fetch('/api/import/customers/execute', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
rows: rows.map(({ duplicate_match: _dup, is_valid: _v, validation_errors: _ve, ...rest }) => rest),
update_duplicates: updateDuplicates,
}),
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || 'Importen misslyckades')
return
}
setExecuteResult(data.data as RegisterResult)
setStep('result')
const r = data.data as RegisterResult
toast({
title: r.success ? 'Kunder importerade' : 'Importen slutfördes med fel',
description: `${r.created} skapade, ${r.updated} uppdaterade, ${r.skipped} hoppade över${r.failed > 0 ? `, ${r.failed} misslyckades` : ''}`,
variant: r.success ? 'default' : 'destructive',
})
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Importen misslyckades')
} finally {
setIsLoading(false)
}
}, [toast])
const handleNewImport = () => {
setStep('upload')
setFile(null)
setParseResult(null)
setExecuteResult(null)
setError(null)
}
const initialMapping = parseResult
? columnsToMapping<keyof DetectedCustomerColumns>(parseResult.detected_columns as unknown as { [key: string]: unknown }, CUSTOMER_COLUMN_SPECS)
: null
return (
<div className="space-y-6">
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentStepIndex + 1}/{steps.length}: {REGISTER_STEP_LABELS[step]}
</span>
{steps.map((s, i) => (
<span
key={s}
className={cn(
'hidden sm:inline',
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground',
)}
>
{REGISTER_STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progress} className="h-2" />
</div>
</CardContent>
</Card>
{step === 'upload' && (
<RegisterUploadStep
entity="customers"
onFileSelect={handleFileSelect}
isLoading={isLoading}
error={error}
/>
)}
{step === 'column_mapping' && parseResult && initialMapping && (
<RegisterColumnMappingStep<keyof DetectedCustomerColumns>
headers={parseResult.headers}
previewRows={parseResult.preview_rows}
specs={CUSTOMER_COLUMN_SPECS}
initial={initialMapping}
onConfirm={handleColumnMappingConfirm}
onBack={() => setStep('upload')}
/>
)}
{step === 'edit' && parseResult && (
<CustomersEditStep
rows={parseResult.rows}
onExecute={handleExecute}
onBack={() => setStep(needsMapping ? 'column_mapping' : 'upload')}
isLoading={isLoading}
error={error}
/>
)}
{step === 'result' && executeResult && (
<RegisterResultStep
entity="customers"
result={executeResult}
onNewImport={handleNewImport}
/>
)}
</div>
)
}
// ============================================================
// Suppliers Flow (entity = "suppliers" inside CSVDataImportWizard)
// ============================================================
const SUPPLIER_COLUMN_SPECS: RegisterColumnSpec<keyof DetectedSupplierColumns>[] = [
{ key: 'name_col', label: 'Namn', required: true },
{ key: 'org_number_col', label: 'Org-/personnummer', required: false },
{ key: 'supplier_type_col', label: 'Leverantörstyp', required: false },
{ key: 'email_col', label: 'E-post', required: false },
{ key: 'phone_col', label: 'Telefon', required: false },
{ key: 'address_line1_col', label: 'Adress', required: false },
{ key: 'address_line2_col', label: 'Adress rad 2', required: false },
{ key: 'postal_code_col', label: 'Postnummer', required: false },
{ key: 'city_col', label: 'Ort', required: false },
{ key: 'country_col', label: 'Land', required: false },
{ key: 'vat_number_col', label: 'VAT-nummer', required: false },
{ key: 'bankgiro_col', label: 'Bankgiro', required: false },
{ key: 'plusgiro_col', label: 'Plusgiro', required: false },
{ key: 'bank_account_col', label: 'Bankkonto', required: false },
{ key: 'iban_col', label: 'IBAN', required: false },
{ key: 'bic_col', label: 'BIC/SWIFT', required: false },
{ key: 'payment_terms_col', label: 'Betalningsvillkor (dagar)', required: false },
{ key: 'default_currency_col', label: 'Valuta', required: false },
{ key: 'notes_col', label: 'Anteckning', required: false },
]
function SuppliersFlow() {
const { toast } = useToast()
const [step, setStep] = useState<RegisterStep>('upload')
const [isLoading, setIsLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
const [file, setFile] = useState<File | null>(null)
const [parseResult, setParseResult] = useState<SupplierImportParseResult | null>(null)
const [executeResult, setExecuteResult] = useState<RegisterResult | null>(null)
const needsMapping = parseResult && parseResult.detected_columns.confidence < 0.8
const steps: RegisterStep[] = needsMapping
? ['upload', 'column_mapping', 'edit', 'result']
: ['upload', 'edit', 'result']
const currentStepIndex = steps.indexOf(step)
const progress = ((currentStepIndex + 1) / steps.length) * 100
const handleFileSelect = useCallback(async (selectedFile: File) => {
setError(null)
setIsLoading(true)
setFile(selectedFile)
try {
const formData = new FormData()
formData.append('file', selectedFile)
const res = await fetch('/api/import/suppliers/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || data.error || 'Kunde inte läsa filen')
return
}
const result = data.data as SupplierImportParseResult
setParseResult(result)
if (result.rows.length === 0) {
setError('Inga giltiga leverantörsrader hittades. Kontrollera att filen innehåller en namnkolumn.')
return
}
toast({
title: 'Fil analyserad',
description: `${result.rows.length} leverantörer hittades${result.duplicate_count > 0 ? ` (${result.duplicate_count} matchar befintliga)` : ''}`,
})
setStep(result.detected_columns.confidence < 0.8 ? 'column_mapping' : 'edit')
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setIsLoading(false)
}
}, [toast])
const handleColumnMappingConfirm = useCallback(async (
mapping: Record<keyof DetectedSupplierColumns, number | null>,
) => {
if (!file) return
setIsLoading(true)
setError(null)
try {
const overrides: DetectedSupplierColumns = {
name_col: mapping.name_col ?? 0,
org_number_col: mapping.org_number_col,
supplier_type_col: mapping.supplier_type_col,
email_col: mapping.email_col,
phone_col: mapping.phone_col,
address_line1_col: mapping.address_line1_col,
address_line2_col: mapping.address_line2_col,
postal_code_col: mapping.postal_code_col,
city_col: mapping.city_col,
country_col: mapping.country_col,
vat_number_col: mapping.vat_number_col,
bankgiro_col: mapping.bankgiro_col,
plusgiro_col: mapping.plusgiro_col,
bank_account_col: mapping.bank_account_col,
iban_col: mapping.iban_col,
bic_col: mapping.bic_col,
payment_terms_col: mapping.payment_terms_col,
default_currency_col: mapping.default_currency_col,
notes_col: mapping.notes_col,
confidence: 1,
}
const formData = new FormData()
formData.append('file', file)
formData.append('column_overrides', JSON.stringify(overrides))
const res = await fetch('/api/import/suppliers/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || 'Kunde inte tolka filen')
return
}
setParseResult(data.data)
setStep('edit')
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setIsLoading(false)
}
}, [file])
const handleExecute = useCallback(async (
rows: AnnotatedSupplierRow[],
updateDuplicates: boolean,
) => {
setIsLoading(true)
setError(null)
try {
const res = await fetch('/api/import/suppliers/execute', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
rows: rows.map(({ duplicate_match: _dup, is_valid: _v, validation_errors: _ve, ...rest }) => rest),
update_duplicates: updateDuplicates,
}),
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || 'Importen misslyckades')
return
}
setExecuteResult(data.data as RegisterResult)
setStep('result')
const r = data.data as RegisterResult
toast({
title: r.success ? 'Leverantörer importerade' : 'Importen slutfördes med fel',
description: `${r.created} skapade, ${r.updated} uppdaterade, ${r.skipped} hoppade över${r.failed > 0 ? `, ${r.failed} misslyckades` : ''}`,
variant: r.success ? 'default' : 'destructive',
})
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Importen misslyckades')
} finally {
setIsLoading(false)
}
}, [toast])
const handleNewImport = () => {
setStep('upload')
setFile(null)
setParseResult(null)
setExecuteResult(null)
setError(null)
}
const initialMapping = parseResult
? columnsToMapping<keyof DetectedSupplierColumns>(parseResult.detected_columns as unknown as { [key: string]: unknown }, SUPPLIER_COLUMN_SPECS)
: null
return (
<div className="space-y-6">
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentStepIndex + 1}/{steps.length}: {REGISTER_STEP_LABELS[step]}
</span>
{steps.map((s, i) => (
<span
key={s}
className={cn(
'hidden sm:inline',
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground',
)}
>
{REGISTER_STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progress} className="h-2" />
</div>
</CardContent>
</Card>
{step === 'upload' && (
<RegisterUploadStep
entity="suppliers"
onFileSelect={handleFileSelect}
isLoading={isLoading}
error={error}
/>
)}
{step === 'column_mapping' && parseResult && initialMapping && (
<RegisterColumnMappingStep<keyof DetectedSupplierColumns>
headers={parseResult.headers}
previewRows={parseResult.preview_rows}
specs={SUPPLIER_COLUMN_SPECS}
initial={initialMapping}
onConfirm={handleColumnMappingConfirm}
onBack={() => setStep('upload')}
/>
)}
{step === 'edit' && parseResult && (
<SuppliersEditStep
rows={parseResult.rows}
onExecute={handleExecute}
onBack={() => setStep(needsMapping ? 'column_mapping' : 'upload')}
isLoading={isLoading}
error={error}
/>
)}
{step === 'result' && executeResult && (
<RegisterResultStep
entity="suppliers"
result={executeResult}
onNewImport={handleNewImport}
/>
)}
</div>
)
}
// ============================================================
// Articles Flow (entity = "articles" inside CSVDataImportWizard)
// ============================================================
const ARTICLE_COLUMN_SPECS: RegisterColumnSpec<keyof DetectedArticleColumns>[] = [
{ key: 'name_col', label: 'Benämning', required: true },
{ key: 'article_number_col', label: 'Artikelnummer', required: false },
{ key: 'type_col', label: 'Typ (vara/tjänst)', required: false },
{ key: 'unit_col', label: 'Enhet', required: false },
{ key: 'price_col', label: 'Pris exkl moms', required: false },
{ key: 'currency_col', label: 'Valuta', required: false },
{ key: 'vat_rate_col', label: 'Moms (%)', required: false },
{ key: 'revenue_account_col', label: 'Försäljningskonto', required: false },
{ key: 'cost_price_col', label: 'Inköpspris', required: false },
{ key: 'ean_col', label: 'EAN', required: false },
{ key: 'housework_type_col', label: 'ROT/RUT-arbetstyp', required: false },
{ key: 'name_en_col', label: 'Benämning (engelska)', required: false },
{ key: 'notes_col', label: 'Anteckning', required: false },
]
function ArticlesFlow() {
const { toast } = useToast()
const [step, setStep] = useState<RegisterStep>('upload')
const [isLoading, setIsLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
const [file, setFile] = useState<File | null>(null)
const [parseResult, setParseResult] = useState<ArticleImportParseResult | null>(null)
const [executeResult, setExecuteResult] = useState<RegisterResult | null>(null)
const needsMapping = parseResult && parseResult.detected_columns.confidence < 0.8
const steps: RegisterStep[] = needsMapping
? ['upload', 'column_mapping', 'edit', 'result']
: ['upload', 'edit', 'result']
const currentStepIndex = steps.indexOf(step)
const progress = ((currentStepIndex + 1) / steps.length) * 100
const handleFileSelect = useCallback(async (selectedFile: File) => {
setError(null)
setIsLoading(true)
setFile(selectedFile)
try {
const formData = new FormData()
formData.append('file', selectedFile)
const res = await fetch('/api/import/articles/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || data.error || 'Kunde inte läsa filen')
return
}
const result = data.data as ArticleImportParseResult
setParseResult(result)
if (result.rows.length === 0) {
setError('Inga giltiga artiklar hittades. Kontrollera att filen innehåller en benämningskolumn.')
return
}
toast({
title: 'Fil analyserad',
description: `${result.rows.length} artiklar hittades${result.duplicate_count > 0 ? ` (${result.duplicate_count} matchar befintliga)` : ''}`,
})
setStep(result.detected_columns.confidence < 0.8 ? 'column_mapping' : 'edit')
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setIsLoading(false)
}
}, [toast])
const handleColumnMappingConfirm = useCallback(async (
mapping: Record<keyof DetectedArticleColumns, number | null>,
) => {
if (!file) return
setIsLoading(true)
setError(null)
try {
const overrides: DetectedArticleColumns = {
name_col: mapping.name_col ?? 0,
article_number_col: mapping.article_number_col,
name_en_col: mapping.name_en_col,
type_col: mapping.type_col,
unit_col: mapping.unit_col,
price_col: mapping.price_col,
currency_col: mapping.currency_col,
vat_rate_col: mapping.vat_rate_col,
revenue_account_col: mapping.revenue_account_col,
cost_price_col: mapping.cost_price_col,
ean_col: mapping.ean_col,
housework_type_col: mapping.housework_type_col,
notes_col: mapping.notes_col,
confidence: 1,
}
const formData = new FormData()
formData.append('file', file)
formData.append('column_overrides', JSON.stringify(overrides))
const res = await fetch('/api/import/articles/parse', {
method: 'POST',
body: formData,
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || 'Kunde inte tolka filen med de valda kolumnerna')
return
}
setParseResult(data.data)
setStep('edit')
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Kunde inte läsa filen')
} finally {
setIsLoading(false)
}
}, [file])
const handleExecute = useCallback(async (
rows: AnnotatedArticleRow[],
updateDuplicates: boolean,
) => {
setIsLoading(true)
setError(null)
try {
const res = await fetch('/api/import/articles/execute', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
rows: rows.map(({ duplicate_match: _dup, is_valid: _v, validation_errors: _ve, vat_rate_adjusted: _vra, ...rest }) => rest),
update_duplicates: updateDuplicates,
}),
})
const data = await res.json()
if (!res.ok) {
setError(data.error?.message_sv || getErrorMessage(data.error) || 'Importen misslyckades')
return
}
setExecuteResult(data.data as RegisterResult)
setStep('result')
const r = data.data as RegisterResult
toast({
title: r.success ? 'Artiklar importerade' : 'Importen slutfördes med fel',
description: `${r.created} skapade, ${r.updated} uppdaterade, ${r.skipped} hoppade över${r.failed > 0 ? `, ${r.failed} misslyckades` : ''}`,
variant: r.success ? 'default' : 'destructive',
})
} catch (err) {
setError(err instanceof Error ? getErrorMessage(err) : 'Importen misslyckades')
} finally {
setIsLoading(false)
}
}, [toast])
const handleNewImport = () => {
setStep('upload')
setFile(null)
setParseResult(null)
setExecuteResult(null)
setError(null)
}
const initialMapping = parseResult
? columnsToMapping<keyof DetectedArticleColumns>(parseResult.detected_columns as unknown as { [key: string]: unknown }, ARTICLE_COLUMN_SPECS)
: null
return (
<div className="space-y-6">
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentStepIndex + 1}/{steps.length}: {REGISTER_STEP_LABELS[step]}
</span>
{steps.map((s, i) => (
<span
key={s}
className={cn(
'hidden sm:inline',
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground',
)}
>
{REGISTER_STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progress} className="h-2" />
</div>
</CardContent>
</Card>
{step === 'upload' && (
<RegisterUploadStep
entity="articles"
onFileSelect={handleFileSelect}
isLoading={isLoading}
error={error}
/>
)}
{step === 'column_mapping' && parseResult && initialMapping && (
<RegisterColumnMappingStep<keyof DetectedArticleColumns>
headers={parseResult.headers}
previewRows={parseResult.preview_rows}
specs={ARTICLE_COLUMN_SPECS}
initial={initialMapping}
onConfirm={handleColumnMappingConfirm}
onBack={() => setStep('upload')}
/>
)}
{step === 'edit' && parseResult && (
<ArticlesEditStep
rows={parseResult.rows}
onExecute={handleExecute}
onBack={() => setStep(needsMapping ? 'column_mapping' : 'upload')}
isLoading={isLoading}
error={error}
/>
)}
{step === 'result' && executeResult && (
<RegisterResultStep
entity="articles"
result={executeResult}
onNewImport={handleNewImport}
/>
)}
</div>
)
}
// ============================================================
// CSV/Excel Data Import Wizard, entity selector + sub-flow
// ============================================================
type CSVDataEntity = 'opening_balance' | 'customers' | 'suppliers' | 'articles'
const ENTITY_OPTIONS: { value: CSVDataEntity; label: string }[] = [
{ value: 'opening_balance', label: 'Ingående balanser' },
{ value: 'customers', label: 'Kunder' },
{ value: 'suppliers', label: 'Leverantörer' },
{ value: 'articles', label: 'Artiklar' },
]
function CSVDataImportWizard() {
const [entity, setEntity] = useState<CSVDataEntity | null>('opening_balance')
return (
<div className="space-y-6">
<div className="flex flex-wrap gap-3">
{ENTITY_OPTIONS.map((opt) => {
const selected = entity === opt.value
return (
<div key={opt.value} className="relative">
{selected && (
<svg
aria-hidden
className="pointer-events-none absolute -inset-[3px] h-[calc(100%+6px)] w-[calc(100%+6px)] overflow-visible"
>
<rect
x="1"
y="1"
width="calc(100% - 2px)"
height="calc(100% - 2px)"
rx="8"
ry="8"
fill="none"
stroke="currentColor"
strokeWidth="1.25"
strokeDasharray="3 4"
className="animate-marching-ants text-foreground/45"
/>
</svg>
)}
<button
type="button"
onClick={() => setEntity(opt.value)}
aria-pressed={selected}
className={cn(
'relative h-9 rounded-md border px-4 text-sm font-medium transition-colors',
selected
? 'border-foreground bg-foreground text-background'
: 'border-border bg-card text-foreground hover:border-foreground/30 hover:bg-muted',
)}
>
{opt.label}
</button>
</div>
)
})}
</div>
{entity === 'opening_balance' && <OpeningBalanceFlow key="ob-flow" />}
{entity === 'customers' && <CustomersFlow key="cust-flow" />}
{entity === 'suppliers' && <SuppliersFlow key="supp-flow" />}
{entity === 'articles' && <ArticlesFlow key="art-flow" />}
</div>
)
}
// ============================================================
// Banking (PSD2) connect UI
// ============================================================
// Provided by the enable-banking extension and loaded through the settings
// panel registry (dynamic import), so this core page never imports from
// @/extensions directly. The shared panel renders every connection state
// (pending account selection, active, expiring, and expired/error with the
// reconnect entry point), which the old inline wizard here did not.
const BankingPanel = getSettingsPanel('enable-banking')
// Same registry mechanism for the Stripe connect/sync surface: the feed of
// payments, fees and payouts is an import source in the same category as the
// PSD2 bank connection above.
const StripePanel = getSettingsPanel('stripe')
// ============================================================
// Import Page with Selection Cards
// ============================================================
type ImportMode = null | 'psd2' | 'stripe' | 'bank' | 'sie' | 'csv_data' | 'migration'
export default function ImportPage() {
const { isSandbox } = useCompany()
const [mode, setMode] = useState<ImportMode>(null)
const [view, setView] = useState<'import' | 'export'>('import')
const [sieDialogOpen, setSieDialogOpen] = useState(false)
const [cloudOpen, setCloudOpen] = useState(false)
const [userId, setUserId] = useState('')
const [exportPeriodId, setExportPeriodId] = useState<string | null>(null)
const [exportExcludeClosing, setExportExcludeClosing] = useState(true)
const t = useTranslations('import')
const router = useRouter()
const hasCloudBackup = ENABLED_EXTENSION_IDS.has('cloud-backup')
const hasBankSync = useCapability(CAPABILITY.bank_sync)
// Fetch authenticated user ID (used by the migration wizard)
useEffect(() => {
const supabase = createClient()
supabase.auth.getUser().then(({ data: { user } }) => {
if (user) setUserId(user.id)
})
}, [])
// Sync mode + view from URL search params (reacts to client-side navigation changes)
const searchParams = useSearchParams()
useEffect(() => {
// External imports (provider migration, PSD2 bank connection) need live
// third-party credentials, so their deep links are ignored in the sandbox.
// Manual file-import modes (bank file, CSV/Excel, SIE) stay reachable.
const allowedModes = isSandbox
? ['bank', 'sie', 'csv_data']
: ['psd2', 'stripe', 'bank', 'sie', 'csv_data', 'migration']
if (!isSandbox && searchParams.get('migration')) {
setMode('migration')
} else {
const modeParam = searchParams.get('mode')
if (modeParam && allowedModes.includes(modeParam)) {
setMode(modeParam as ImportMode)
}
}
const viewParam = searchParams.get('view')
if (viewParam === 'export' || viewParam === 'import') {
setView(viewParam)
}
}, [isSandbox, searchParams])
// Hash-based deep links: both live on the export tab; #sie-export opens
// the SIE dialog, #cloud-backup expands the cloud panel and scrolls to it.
useEffect(() => {
if (typeof window === 'undefined') return
const hash = window.location.hash
if (hash === '#sie-export') {
setView('export')
setSieDialogOpen(true)
} else if (hash === '#cloud-backup') {
setView('export')
setCloudOpen(true)
setTimeout(() => {
document.querySelector(hash)?.scrollIntoView({ block: 'start', behavior: 'smooth' })
}, 80)
}
}, [])
const handleViewChange = (next: 'import' | 'export') => {
setView(next)
const params = new URLSearchParams(searchParams.toString())
if (next === 'export') params.set('view', 'export')
else params.delete('view')
const qs = params.toString()
router.replace(qs ? `/import?${qs}` : '/import', { scroll: false })
}
// Extensions are active if compiled in: no runtime toggle check needed
const hasBankingExtension = ENABLED_EXTENSION_IDS.has('enable-banking')
const hasMigrationExtension = ENABLED_EXTENSION_IDS.has('arcim-migration')
const hasStripeExtension = ENABLED_EXTENSION_IDS.has('stripe')
// Stripe is enabled everywhere (hosted + self-hosted); only the sandbox blocks it.
const stripeDisabled = isSandbox
return (
<div className="space-y-8">
<PageHeader
title={t('title')}
help={
<HelpPopover>
<p>{t('help_text')}</p>
</HelpPopover>
}
/>
{mode === null && (
<>
{isSandbox && <AttnLine>{t('sandbox_disabled')}</AttnLine>}
{/* Importera / Exportera as separate tabs (house seg), like before */}
<div className="inline-flex shrink-0 gap-0.5 rounded-lg bg-muted/70 p-[3px]" role="tablist">
{(
[
{ key: 'import', label: t('tab_import') },
{ key: 'export', label: t('tab_export') },
] as const
).map(({ key, label }) => (
<button
key={key}
type="button"
role="tab"
aria-selected={view === key}
onClick={() => handleViewChange(key)}
className={`rounded-md px-3.5 py-[5px] text-[12.5px] transition-colors duration-150 ${
view === key
? 'border border-border bg-card font-medium text-foreground'
: 'text-muted-foreground hover:text-foreground'
}`}
>
{label}
</button>
))}
</div>
{view === 'import' ? (
<div>
<div className="stagger-enter">
{hasBankingExtension && (
<ImportRow
title={t('psd2_title')}
sub={t('psd2_description')}
chip={
hasBankSync ? (
<Badge variant="success" className="font-normal">{t('psd2_recommended')}</Badge>
) : (
<span className="rounded-full bg-secondary px-2 py-0.5 text-[11px] font-medium leading-none text-muted-foreground">
{t('psd2_requires_subscription')}
</span>
)
}
chips={<LogoChip src="/logos/enable-banking-icon.png" name="Enable Banking" mono />}
disabled={isSandbox}
onClick={() => setMode('psd2')}
/>
)}
{hasStripeExtension && (
<ImportRow
title={t('stripe_title')}
sub={t('stripe_description')}
chips={<LogoChip src="/logos/stripeicon.jpeg" name="Stripe" />}
disabled={stripeDisabled}
onClick={() => setMode('stripe')}
/>
)}
{hasMigrationExtension && (
<ImportRow
title={t('migration_title')}
sub={t('migration_description')}
chips={
<>
<LogoChip src="/logos/fortnox.svg" name="Fortnox" />
<LogoChip src="/logos/visma.jpeg" name="Visma" />
<LogoChip src="/logos/bokio.png" name="Bokio" />
<LogoChip src="/logos/bjornlunden.png" name="Björn Lundén" />
<LogoChip src="/logos/Briox_logo.png" name="Briox" />
</>
}
disabled={isSandbox}
onClick={() => setMode('migration')}
/>
)}
<ImportRow
title={t('bankfile_title')}
sub={t('bankfile_description')}
onClick={() => setMode('bank')}
/>
<ImportRow
title={t('csv_data_title')}
sub={t('csv_data_description')}
onClick={() => setMode('csv_data')}
/>
<ImportRow
title={t('sie_title')}
sub={t('sie_description')}
onClick={() => setMode('sie')}
/>
</div>
<p className="mt-4 px-1 text-xs leading-5 text-muted-foreground">{t('pgnote')}</p>
</div>
) : (
<div>
<div className="stagger-enter">
<ImportRow
id="sie-export"
title={t('export_sie_title')}
sub={t('export_sie_description')}
onClick={() => setSieDialogOpen(true)}
/>
{hasCloudBackup && (
<ImportRow
title={t('cloud_row_title')}
sub={t('cloud_row_description')}
expanded={cloudOpen}
onClick={() => setCloudOpen((v) => !v)}
/>
)}
</div>
{hasCloudBackup && cloudOpen && (
<div id="cloud-backup" className="mt-6 scroll-mt-24">
<CloudBackupCard />
</div>
)}
</div>
)}
{/* SIE export as a small centered dialog (concept overlay convention) */}
<Dialog open={sieDialogOpen} onOpenChange={setSieDialogOpen}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle className="font-display text-lg tracking-tight">
{t('export_sie_title')}
</DialogTitle>
<DialogDescription className="text-[13px] leading-relaxed">
{t('export_sie_dialog_description')}
</DialogDescription>
</DialogHeader>
<div className="space-y-4">
<FiscalYearSelector
value={exportPeriodId}
onChange={setExportPeriodId}
includeAllOption={false}
hideFuturePeriods
label={t('export_sie_period_label')}
/>
<label className="flex cursor-pointer items-start gap-2 text-sm text-muted-foreground">
<input
type="checkbox"
className="mt-0.5 h-4 w-4 rounded border-border"
checked={exportExcludeClosing}
onChange={(e) => setExportExcludeClosing(e.target.checked)}
/>
<span>{t('export_sie_exclude_closing_label')}</span>
</label>
</div>
<DialogFooter>
<Button
onClick={() => {
if (exportPeriodId) {
const params = new URLSearchParams({ period_id: exportPeriodId })
if (exportExcludeClosing) params.set('exclude_closing', 'true')
window.open(`/api/reports/sie-export?${params.toString()}`, '_blank')
}
}}
disabled={!exportPeriodId}
>
<Download className="mr-2 h-4 w-4" />
{t('export_sie_button')}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</>
)}
{mode !== null && (
<Button variant="ghost" size="sm" onClick={() => setMode(null)}>
<ArrowLeft className="mr-2 h-4 w-4" />
{t('back_to_choices')}
</Button>
)}
{mode === 'psd2' && (
hasBankingExtension && BankingPanel ? (
<BankingPanel />
) : (
<Card>
<CardContent className="flex flex-col items-center justify-center py-12 text-center">
<Landmark className="mb-4 h-10 w-10 text-muted-foreground/40" />
<p className="mb-1 font-medium">Bankintegration (PSD2) är inte aktiverad</p>
<p className="mb-4 max-w-md text-sm text-muted-foreground">
Aktivera tillägget Enable Banking för att koppla ditt bankkonto, eller importera
transaktioner manuellt via bankfil.
</p>
<Button variant="outline" onClick={() => setMode('bank')}>
Importera bankfil istället
</Button>
</CardContent>
</Card>
)
)}
{mode === 'stripe' && (
hasStripeExtension && StripePanel ? (
<StripePanel />
) : (
<Card>
<CardContent className="flex flex-col items-center justify-center py-12 text-center">
<CreditCard className="mb-4 h-10 w-10 text-muted-foreground/40" />
<p className="mb-1 font-medium">{t('stripe_not_enabled_title')}</p>
<p className="max-w-md text-sm text-muted-foreground">
{t('stripe_not_enabled_description')}
</p>
</CardContent>
</Card>
)
)}
{mode === 'bank' && <BankFileImportWizard />}
{mode === 'sie' && <SIEImportWizard />}
{mode === 'csv_data' && <CSVDataImportWizard />}
{mode === 'migration' && <MigrationWizard userId={userId} />}
</div>
)
}
// Quiet action row (concept scene 32): borderless list row with title, muted
// sub-line and a chevron; chips only for the recommended/gated exceptions.
function ImportRow({
title,
sub,
chip,
chips,
disabled = false,
expanded,
onClick,
id,
}: {
title: string
sub: string
chip?: React.ReactNode
/** Logo chips under the sub line (provider marks, as on the live page). */
chips?: React.ReactNode
disabled?: boolean
/** For rows that fold a panel open below the grid (cloud backup). */
expanded?: boolean
onClick: () => void
id?: string
}) {
return (
<button
type="button"
id={id}
onClick={onClick}
disabled={disabled}
aria-expanded={expanded}
className={cn(
'group flex w-full items-center justify-between gap-4 border-b border-border/60 px-1 py-3 text-left',
'transition-colors duration-150 hover:bg-secondary/35',
'disabled:cursor-not-allowed disabled:opacity-50 disabled:hover:bg-transparent',
)}
>
<span className="min-w-0">
<span className="flex flex-wrap items-center gap-2 text-sm font-medium">
{title}
{chip}
</span>
<span className="mt-0.5 block text-xs leading-5 text-muted-foreground">{sub}</span>
{chips && <span className="mt-2 flex flex-wrap gap-2">{chips}</span>}
</span>
<ChevronRight
className={cn(
'h-4 w-4 shrink-0 text-muted-foreground/40 transition-transform duration-150',
'group-hover:translate-x-0.5 group-hover:text-muted-foreground',
expanded && 'rotate-90',
)}
aria-hidden="true"
/>
</button>
)
}
// Provider mark chip (same recipe as the pre-migration live page): tiny logo
// on a quiet bordered chip, so integrations read as first-class brands.
// `mono` is for light-on-transparent marks (Enable Banking): the marketing
// site's grayscale+brightness treatment makes them read on a light ground,
// with the inverse lift in dark mode.
function LogoChip({ src, name, mono = false }: { src: string; name: string; mono?: boolean }) {
return (
<span className="flex items-center gap-2 rounded border border-border bg-muted/30 px-2 py-1">
<img
src={src}
alt=""
className={cn(
'h-4 w-4 shrink-0 rounded-sm object-contain',
mono &&
'opacity-90 [filter:grayscale(100%)_brightness(0.18)] dark:[filter:grayscale(100%)_brightness(1.5)]',
)}
/>
<span className="text-[11px] font-medium text-muted-foreground">{name}</span>
</span>
)
}