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accounted/app/(dashboard)/page.tsx
T
MattssonandClaude Fable 5 08440fed94 feat(reconciliation): match migrated bank history against imported SIE verifikat (#1598)
* feat(reconciliation): match migrated bank history against imported SIE verifikat

A first-class Fortnox/SIE migrator path: after SIE import plus bank connect
or bank CSV upload, historical bank rows are auto-matched (>= 0.9) or
suggestion-matched (0.75-0.89, persisted for review) against the imported
verifikat, with a guided review surface, instead of landing as anonymous
"Att bokfora" rows.

Phase 0: per-cash-account unattended sweep (fixes #1298 cross-account
pooling); widen payment_match_log action CHECK with
linked_to_existing_voucher (silently unlogged since March).
Phase 1: potential_journal_entry_id/method/confidence on transactions with
CHECK + invalidation triggers; persistSuggestions in runReconciliation;
sweep after bank CSV import with SIE overlap (suppressing
auto-categorization); sweep summaries stamped on bank_connections and
bank_file_imports; POST /api/reconciliation/bank/confirm-suggestions with
per-pair server-side revalidation (voucher consumption + bank-leg amount
and direction).
Phase 2: "Granska forslag" review tab on Transactions with chunked bulk
confirm, per-row fallbacks, "Kor matchning igen" (all_accounts sweep mode,
mutually exclusive with dry_run), attn line, pre-migration row marker.
Phase 3: ImportResultStep dual CTA (bank connect + CSV), migrator variant
of the account-picker #917 nudge, sweep outcome on the onboarding
checklist bank step.

Non-selection apply runs on /api/reconciliation/bank/run now floor at 0.9
and persist the review band instead of auto-committing fuzzy matches.
Migrations already applied to staging under the same versions.

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

* fix(reconciliation): resolve PR review findings in one pass

Swedish accounting review (both previously-deferred holes closed):
- runReconciliation's >= 0.9 auto-apply now writes 'matched' to
  payment_match_log (behandlingshistorik, BFNAR 2013:2 kap 8); the bus
  event alone lands in the 30-day event_log and is not an audit record.
- The three match-route storno-conflict branches detach reconciliation
  links via unlinkReconciliation instead of storno-reversing the linked
  verifikat: a reconciliation link points at an independent verifikat
  that may evidence other affarshandelser, and a wholesale reversal is
  an over-broad rattelse (BFL 5 kap 5 §).
- Historical gap quantified on prod (read-only, recorded in DECISIONS):
  762 unlogged manual links across 52 companies since 2026-03-23.

CodeRabbit:
- confirm-suggestions route: maxDuration 300 for full 500-item batches.
- AccountPickerDialog: migrator-nudge buttons set lookbackTouched so the
  async gap-fill probe cannot override an explicit choice.
- enable-banking post-backfill sweep: persistSuggestions so the review
  band is not dropped.
- bank-file execute: sie_sweep stamp errors are logged, not swallowed.
- ImportResultStep: sandbox keeps the CSV CTA (file import works there).
- payment_match_log CHECK swap: NOT VALID + VALIDATE, no table scan
  under ACCESS EXCLUSIVE.
- logMatchEvent calls awaited (serverless can freeze unawaited work).
- DECISIONS.md stale version reference annotated.

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

* fix(reconciliation): defer reconciliation-link detach until the match commits

Round-2 review findings:
- CodeRabbit: the eager unlinkReconciliation call could orphan a
  transaction if the match flow failed after it. All three match routes
  now persist NOTHING up front: the final transaction update overwrites
  journal_entry_id and clears reconciliation_method in the same write,
  so any failure in between leaves the existing link intact. The release
  is logged as 'unmatched' after the commit.
- Swedish review: the auto_suggested logMatchEvent in runReconciliation
  is now awaited like every other audit write.
- DECISIONS entry split into compliance/CodeRabbit lines and updated to
  describe the deferred detach.

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

* fix(reconciliation): literal reconciliation_method payloads for the phantom-column scanner

The conditional spreads introduced with the deferred detach pushed the
scanner's unresolvable-expression count past its ceiling (380 > 378).
reconciliation_method: null is correct unconditionally on a confirmed
invoice/supplier match (null is already the value on every row that was
not reconciliation-linked), so the payloads become plain literals the
guard can verify. No behavior change.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:12:27 +02:00

223 lines
9.0 KiB
TypeScript

import { redirect } from 'next/navigation'
import DashboardContent from '@/components/dashboard/DashboardContent'
import { getWorklistCounts, listSuggestedMatches } from '@/lib/worklist'
import { listResumeItems } from '@/lib/worklist/resume'
import { shouldShowOtherAccountHint } from '@/lib/company/other-account-hint'
import { vatDeadlineLine } from '@/lib/onboarding/checklist'
import type { OnboardingProgress } from '@/types'
import {
getDashboardAuthContext,
getDashboardCompanyId,
getDashboardSettings,
getResolvedDashboardAgentProfile,
} from './request-context'
export const dynamic = 'force-dynamic'
// Home route = Hem (concept scene 14): greeting + Att göra + Fortsätt.
// The KPI/revenue/deadline widgets left the page (founder direction,
// dev_docs/last_session_resume.md §8), which also pruned their fetches:
// the journal-line YTD aggregation, unpaid-invoice totals and deadline
// queries are gone and the page got faster.
export default async function DashboardPage() {
const [{ supabase, user }, companyId] = await Promise.all([
getDashboardAuthContext(),
getDashboardCompanyId(),
])
if (!user) {
redirect('/login')
}
if (!companyId) {
redirect('/onboarding')
}
const now = new Date()
// Fetch all data in parallel
const [
settingsRes,
{ count: customerCount },
{ count: invoiceCount },
{ count: transactionCount },
{ data: bankConnections },
{ count: sieImportCount },
{ count: skatteverketTokenCount },
{ count: inboxItemCount },
{ count: postedEntryCount, error: postedEntryError },
{ data: nextVatDeadline },
{ data: profile },
agentProfile,
worklist,
suggestedMatches,
resumeItems,
otherAccountHint,
] = await Promise.all([
getDashboardSettings(),
supabase.from('customers').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
supabase.from('invoices').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
supabase.from('transactions').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
supabase.from('bank_connections').select('id, status, consent_expires, bank_name, last_sie_sweep').eq('company_id', companyId).eq('status', 'active'),
supabase.from('sie_imports').select('*', { count: 'exact', head: true }).eq('company_id', companyId).eq('status', 'completed'),
// Skatteverket tokens are user-scoped (one BankID identity per user) but
// carry the active company_id; either filter would work: we use user_id
// because that's what the token-store reads/writes against.
supabase.from('skatteverket_tokens').select('*', { count: 'exact', head: true }).eq('user_id', user.id),
// Any item ever received in the document inbox (email/WhatsApp/upload)
// marks the receipts checklist step done: same "has ever done X" shape
// as the other flags above.
supabase.from('invoice_inbox_items').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
// Posted entries distinguish "brand-new empty ledger" from "all caught
// up" in the Att göra empty state (hits the partial posted/reversed index).
supabase.from('journal_entries').select('*', { count: 'exact', head: true }).eq('company_id', companyId).in('status', ['posted', 'reversed']),
// Next upcoming momsdeklaration for the checklist's Skatteverket step.
// Rows are system-generated per company settings; dismissed rows are
// excluded everywhere deadlines are listed, so here too.
supabase
.from('deadlines')
.select('due_date')
.eq('company_id', companyId)
.in('tax_deadline_type', ['moms_monthly', 'moms_quarterly', 'moms_yearly'])
.eq('is_completed', false)
.is('dismissed_at', null)
.gte('due_date', now.toISOString().slice(0, 10))
.order('due_date', { ascending: true })
.limit(1)
.maybeSingle(),
// First name for the greeting.
supabase.from('profiles').select('full_name').eq('id', user.id).maybeSingle(),
getResolvedDashboardAgentProfile(),
// Pending-work counts + suggested matches come from lib/worklist: the
// same source as the sidebar badges, so the numbers can never diverge.
getWorklistCounts(supabase, companyId),
listSuggestedMatches(supabase, companyId, 5),
// In-progress work for the Fortsätt pane: pure draft-state derivation.
listResumeItems(supabase, companyId, now),
// Wrong-account hint (#1231): true only when this account has zero
// journal entries while a same-orgnr company with real bookkeeping
// exists in another account. Common case costs one existence probe.
shouldShowOtherAccountHint(supabase),
])
// A FAILED settings read must not masquerade as "onboarding not done":
// that sent fully onboarded users back to the wizard on a transient query
// failure (issue #1053). Throw to the error boundary (retryable) and only
// redirect on a genuinely incomplete or missing settings row.
const { data: settings, error: settingsError } = settingsRes
if (settingsError) {
throw new Error(`company_settings fetch failed: ${settingsError.message}`)
}
// If onboarding is not complete, redirect to onboarding
if (!settings?.onboarding_complete) {
redirect('/onboarding')
}
const agentBuilt = Boolean(agentProfile?.verified_at)
const onboardingProgress: OnboardingProgress = {
hasCustomers: (customerCount || 0) > 0,
hasInvoices: (invoiceCount || 0) > 0,
hasBankConnected: (bankConnections?.length || 0) > 0 || (transactionCount || 0) > 0,
hasSIEImport: (sieImportCount || 0) > 0,
hasSkatteverketConnected: (skatteverketTokenCount || 0) > 0,
hasInboxItems: (inboxItemCount || 0) > 0,
}
const vatLine = vatDeadlineLine({
vatRegistered: settings.vat_registered,
momsPeriod: settings.moms_period ?? null,
nextVatDueDate: nextVatDeadline?.due_date ?? null,
})
// "Empty ledger" only matters while the setup checklist is still open; once
// it is completed or dismissed the ordinary all-clear copy applies. A failed
// count must NOT read as empty: that would tell a company with real
// bookkeeping that its ledger is blank, so errors degrade to the normal copy.
const setupOpen = !settings.initial_setup_completed_at && !settings.initial_setup_dismissed_at
const emptyLedger = setupOpen && !postedEntryError && (postedEntryCount || 0) === 0
const nowMs = now.getTime()
const expiringBankConnections = (bankConnections || [])
.filter(conn => {
if (!conn.consent_expires) return false
const daysLeft = Math.ceil(
(new Date(conn.consent_expires).getTime() - nowMs) / (1000 * 60 * 60 * 24)
)
return daysLeft > 0 && daysLeft <= 14
})
.map(conn => ({
id: conn.id as string,
bank_name: conn.bank_name as string,
days_left: Math.ceil(
(new Date(conn.consent_expires!).getTime() - nowMs) / (1000 * 60 * 60 * 24)
),
}))
const userFirstName = profile?.full_name?.trim().split(/\s+/)[0] ?? null
// Latest SIE reconciliation-sweep summary across both history sources
// (PSD2 sync stamps bank_connections.last_sie_sweep; a bank-file import
// stamps bank_file_imports.sie_sweep). Feeds the checklist's bank step with
// "X matchade, Y att granska" so a migrator sees the sweep outcome without
// hunting for it. Best-effort: absent rows just render no note.
type SieSweepSummaryLite = {
auto_linked?: number
suggested?: number
unmatched?: number
errors?: number
ran_at?: string
}
const { data: latestFileSweep } = await supabase
.from('bank_file_imports')
.select('sie_sweep')
.eq('company_id', companyId)
.not('sie_sweep', 'is', null)
.order('created_at', { ascending: false })
.limit(1)
.maybeSingle()
const sweepCandidates: SieSweepSummaryLite[] = [
...(bankConnections || [])
.map((c) => c.last_sie_sweep as SieSweepSummaryLite | null)
.filter((s): s is SieSweepSummaryLite => Boolean(s)),
...(latestFileSweep?.sie_sweep ? [latestFileSweep.sie_sweep as SieSweepSummaryLite] : []),
]
const sieSweep =
sweepCandidates.length > 0
? sweepCandidates.reduce((a, b) => ((a.ran_at ?? '') >= (b.ran_at ?? '') ? a : b))
: null
return (
<DashboardContent
companyId={companyId}
agentBuilt={agentBuilt}
userFirstName={userFirstName}
expiringBankConnections={expiringBankConnections}
worklist={worklist}
suggestedMatches={suggestedMatches}
resumeItems={resumeItems}
otherAccountHint={otherAccountHint}
onboardingProgress={onboardingProgress}
initialSetup={{
path: settings.initial_setup_path ?? null,
completedAt: settings.initial_setup_completed_at ?? null,
dismissedAt: settings.initial_setup_dismissed_at ?? null,
}}
vatLine={vatLine}
emptyLedger={emptyLedger}
sieSweep={
sieSweep
? {
auto_linked: sieSweep.auto_linked ?? 0,
suggested: sieSweep.suggested ?? 0,
unmatched: sieSweep.unmatched ?? 0,
errors: sieSweep.errors ?? 0,
}
: null
}
/>
)
}