* feat: import system improvements, INK2 fix, and Swedish text corrections - SIE parser: Windows-1252 and CP437 encoding detection and decoding - Bank file parser: add Nordea Business (Företag) CSV format - Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV - INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years - Dashboard: parallel Supabase queries, simplified dashboard page - Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures - Import wizard UI improvements across all steps - Migration: add 'bas_range' match type to sie_account_mappings constraint - Extensive new tests for SIE parser encoding and bank file parser Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding Arcim migration wizard improvements: - Progress bar now excludes non-interactive steps (migrating/result) - Fix OAuth text to match target="_blank" behavior (new tab, not redirect) - Display month names instead of "Månad X" in preview - Fix Swedish typo "förifylla" in no-company-info message - Replace native checkboxes with shadcn Switch in options step - Add ConfirmationDialog before starting migration - Show progress percentage during migration - Add "Nästa steg" guidance and navigation links in result step - Add "Försök igen" button in error state (returns to options) - Add Bokio company ID help text (GUID from URL) - Add Fortnox integration add-on hint on connection failure Also includes: SIE import system improvements, INK2 fixes, Swedish text corrections, Sentry error tracking setup, and arcim-migration extension scaffolding. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback - Fix OAuth error recovery blank page (restore provider from URL params) - Pass real userId to MigrationWizard instead of empty string - Remove ~50 debug console.log statements from sie-import.ts - Fix comment referencing account 3740 → 3741 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: comprehensive UI design audit and normalization Dashboard audit: - Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA - Add prefers-reduced-motion media query for all animations - Replace border-l-2 accent anti-pattern with subtle full-border colors - Add aria-expanded to toggle buttons, role="status" to live counters - Fix touch targets on deadline buttons (28px → 36px) - Vary section spacing for rhythm (mb-12/mb-10/mb-8) - Remove unused imports and dead code Transactions audit + hardening: - Add pagination (200 per page) with "Ladda fler" button - Replace height animation with transform-only exit animation - Show batch progress in floating action bar during processing - Fix batch bar mobile overlap (bottom-20 on mobile) - Replace clickable badges with proper button elements - Add safe area padding to fullscreen swipe view - Add response.ok check to suggestion fetch - Add truncation to invoice number buttons Invoicing audit: - Remove border-l-4 accent pattern from invoice cards - Replace string concatenation with cn() utility Systemic sweep (34 files): - All page headings: font-bold → font-display font-medium (Fraunces) - All stat numbers: font-bold → font-display font-medium tabular-nums - All hard-coded blue/amber/emerald colors → design tokens - Remove all dark mode overrides (tokens handle automatically) - Tint pure white card background to 99% Design context added to CLAUDE.md with brand personality, aesthetic direction, and 5 design principles. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: bookkeeping flow audit — design system, accessibility, UX - Replace raw <select> with shadcn Select component (JournalEntryForm) - Add confirmation dialog for account deletion (ChartOfAccountsManager) - Remove console.error from production code (JournalEntryList, JournalEntryForm) - Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager) - Increase BAS catalog "Lägg till" touch target h-7 → h-9 - Improve loading state with spinner (JournalEntryList) - Improve empty state with icon, description, and guidance (JournalEntryList) - Add response.ok check on journal entry fetch - Add aria-expanded to entry expand buttons - Add tabular-nums to desktop debit/credit columns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: onboarding and empty state improvements Onboarding: - Replace font-serif with font-display (Fraunces) for brand consistency - Remove console.error calls from production code Empty states: - Fix broken /transactions/new link in EmptyTransactions (route doesn't exist) - Add actionHref fallback to EmptyCustomers when no onAction prop provided - Improve EmptyTransactions description copy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: clarify Swedish UX copy — terminology, errors, descriptions Terminology consistency: - "Försenad" → "Förfallen" for overdue invoices (customers/[id]) - "bokföringsorder" → actionable description in bookkeeping page - "verifikation har bifogats" → "underlag har bifogats" in doc warning - "Fortsätt ändå" → "Bokför utan underlag" (specific action) Error messages — replace generic "Fel" + "Något gick fel" with specific: - "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras" - "Något gick fel vid matchning" → "Transaktionen kunde inte matchas" - "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint - Add "Försök igen" guidance to all error toasts Page descriptions — replace redundant with actionable: - Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor" - Bookkeeping: list of features → actionable description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: design critique — dashboard affordance, reports description Dashboard: - Add ChevronRight indicator to clickable summary cards (Att få betalt, Koppla bank) to distinguish from static cards - Add cursor-pointer to linked cards Reports: - Replace feature list description with actionable guidance "Huvudbok, grundbok..." → "Generera skattedeklarationer..." Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace generic "Fel" error toasts with specific messages Deadlines: 5 generic "Fel" → specific per-action titles (create, toggle, edit, delete, load) Expenses detail: 5 generic "Fel" → specific per-action titles (load, approve, pay, credit, delete) Expenses new: 3 generic "Fel" → instructional validation messages (supplier name, supplier selection, invoice number) Customers: 1 generic "Fel" → specific load error with recovery hint All error toasts now follow pattern: title = what failed, description = how to recover Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace all remaining generic "Fel" error toasts (37 instances) Systematic sweep across 12 dashboard pages replacing generic title: 'Fel' with context-specific error titles: - Load errors: "Kunde inte ladda [resurs]" - Action errors: "[Åtgärd] misslyckades" - Validation: "[Fält] saknas" Every error toast now tells the user what failed without needing to read the description. Recovery hints added where missing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: import flow — normalize stat typography, remove console.warn - Replace font-bold with font-display font-medium on 13 stat numbers across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep, ImportResultStep (missed by systemic sweep since these are in components/import/, not app/(dashboard)/) - Add tabular-nums to stat numbers displaying counts/currency - Remove console.warn in ArcimMigrationWorkspace Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: final cleanup — console statements, remaining font-bold stats Remove production console statements: - Step1EntityType: remove debug console.warn (dead code after onNext) - TransactionBookingDialog: remove console.error on doc link failure - JournalEntryAttachments: remove 3 console.error calls Normalize remaining font-bold stat displays: - SwipeCategorizationView: 3 instances (completion, amount displays) - NEDeclarationView: yearly result heading + value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback loadMoreTransactions: add inbox item enrichment matching fetchTransactions - Paginated transactions now fetch invoice_inbox_items in parallel - Fixes missing document indicator, template suggestions, and inbox match card for transactions loaded via "Ladda fler" fetchAllPages: add maxPages guard (default 500) to prevent infinite loop - If Arcim gateway returns hasMore:true indefinitely, the loop now exits after 500 pages instead of running forever Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: minimize CLAUDE.md — remove derivable content, fix stale data Remove ~230 lines (51% reduction) of content that duplicates what's already in the source code (directory tree, function tables, type definitions, migration lists). Update migration count (63→65), add missing test helpers, fix cron job list. Keep all high-value sections: accounting guard rails, BAS accounts, VAT rutor, design context. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements - Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits - Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes - SIE import: Parser and import fixes with new migration - BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259) - Dashboard: New SIE import and stale uncategorized transaction queries - Onboarding: Enhanced NewUserChecklist - Period service: Improvements with updated tests - Transaction ingest: Updated logic and tests Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps - Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice' - Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix) - Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window - Deduplicate migration timestamps: rename SIE migration to 20260316120100 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
261 lines
7.2 KiB
TypeScript
261 lines
7.2 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
|
|
import { eventBus } from '@/lib/events'
|
|
import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
|
|
import type { FiscalPeriod, PeriodStatus } from '@/types'
|
|
|
|
/**
|
|
* Lock a fiscal period — prevents new journal entries from being posted.
|
|
* Requires: period exists, belongs to user, not already locked/closed.
|
|
*/
|
|
export async function lockPeriod(
|
|
supabase: SupabaseClient,
|
|
userId: string,
|
|
fiscalPeriodId: string
|
|
): Promise<FiscalPeriod> {
|
|
|
|
// Fetch period
|
|
const { data: period, error: fetchError } = await supabase
|
|
.from('fiscal_periods')
|
|
.select('*')
|
|
.eq('id', fiscalPeriodId)
|
|
.eq('user_id', userId)
|
|
.single()
|
|
|
|
if (fetchError || !period) {
|
|
throw new Error('Fiscal period not found')
|
|
}
|
|
|
|
if (period.is_closed) {
|
|
throw new Error('Period is already closed')
|
|
}
|
|
|
|
if (period.locked_at) {
|
|
throw new Error('Period is already locked')
|
|
}
|
|
|
|
// Check for uncategorized business transactions in this period
|
|
const { count: unbookedCount } = await supabase
|
|
.from('transactions')
|
|
.select('id', { count: 'exact', head: true })
|
|
.eq('user_id', userId)
|
|
.is('journal_entry_id', null)
|
|
.eq('is_business', true)
|
|
.gte('date', period.period_start)
|
|
.lte('date', period.period_end)
|
|
|
|
if (unbookedCount && unbookedCount > 0) {
|
|
throw new Error(
|
|
`Kan inte låsa period: ${unbookedCount} affärstransaktion(er) saknar bokföring. Bokför alla transaktioner innan perioden låses.`
|
|
)
|
|
}
|
|
|
|
const { data: updated, error: updateError } = await supabase
|
|
.from('fiscal_periods')
|
|
.update({ locked_at: new Date().toISOString() })
|
|
.eq('id', fiscalPeriodId)
|
|
.eq('user_id', userId)
|
|
.select()
|
|
.single()
|
|
|
|
if (updateError || !updated) {
|
|
throw new Error(`Failed to lock period: ${updateError?.message}`)
|
|
}
|
|
|
|
const result = updated as FiscalPeriod
|
|
|
|
await eventBus.emit({
|
|
type: 'period.locked',
|
|
payload: { period: result, userId },
|
|
})
|
|
|
|
return result
|
|
}
|
|
|
|
/**
|
|
* Close a fiscal period — marks it as permanently closed.
|
|
* Requires: period is locked AND closing_entry_id is set (year-end must run first).
|
|
*/
|
|
export async function closePeriod(
|
|
supabase: SupabaseClient,
|
|
userId: string,
|
|
fiscalPeriodId: string
|
|
): Promise<FiscalPeriod> {
|
|
|
|
const { data: period, error: fetchError } = await supabase
|
|
.from('fiscal_periods')
|
|
.select('*')
|
|
.eq('id', fiscalPeriodId)
|
|
.eq('user_id', userId)
|
|
.single()
|
|
|
|
if (fetchError || !period) {
|
|
throw new Error('Fiscal period not found')
|
|
}
|
|
|
|
if (period.is_closed) {
|
|
throw new Error('Period is already closed')
|
|
}
|
|
|
|
if (!period.locked_at) {
|
|
throw new Error('Period must be locked before closing')
|
|
}
|
|
|
|
if (!period.closing_entry_id) {
|
|
throw new Error('Year-end closing must be executed before closing the period')
|
|
}
|
|
|
|
const { data: updated, error: updateError } = await supabase
|
|
.from('fiscal_periods')
|
|
.update({
|
|
is_closed: true,
|
|
closed_at: new Date().toISOString(),
|
|
})
|
|
.eq('id', fiscalPeriodId)
|
|
.eq('user_id', userId)
|
|
.select()
|
|
.single()
|
|
|
|
if (updateError || !updated) {
|
|
throw new Error(`Failed to close period: ${updateError?.message}`)
|
|
}
|
|
|
|
return updated as FiscalPeriod
|
|
}
|
|
|
|
/**
|
|
* Create the next fiscal period following the current one.
|
|
* Computes dates based on the current period's length (handles brutet räkenskapsår).
|
|
* Sets previous_period_id for chain validation.
|
|
*/
|
|
export async function createNextPeriod(
|
|
supabase: SupabaseClient,
|
|
userId: string,
|
|
currentPeriodId: string
|
|
): Promise<FiscalPeriod> {
|
|
|
|
const { data: current, error: fetchError } = await supabase
|
|
.from('fiscal_periods')
|
|
.select('*')
|
|
.eq('id', currentPeriodId)
|
|
.eq('user_id', userId)
|
|
.single()
|
|
|
|
if (fetchError || !current) {
|
|
throw new Error('Current fiscal period not found')
|
|
}
|
|
|
|
// Compute next period start (day after current end)
|
|
const nextStart = new Date(current.period_end)
|
|
nextStart.setDate(nextStart.getDate() + 1)
|
|
|
|
// Compute period length from current period to handle broken fiscal years
|
|
const currentStart = new Date(current.period_start)
|
|
const currentEnd = new Date(current.period_end)
|
|
|
|
// Calculate months difference
|
|
const monthsDiff =
|
|
(currentEnd.getFullYear() - currentStart.getFullYear()) * 12 +
|
|
(currentEnd.getMonth() - currentStart.getMonth())
|
|
|
|
// Next period end: add same number of months from next start, then go to end of that month
|
|
const nextEnd = new Date(nextStart)
|
|
nextEnd.setMonth(nextEnd.getMonth() + monthsDiff)
|
|
// Go to end of the month
|
|
nextEnd.setMonth(nextEnd.getMonth() + 1)
|
|
nextEnd.setDate(0)
|
|
|
|
const nextStartStr = nextStart.toISOString().split('T')[0]
|
|
const nextEndStr = nextEnd.toISOString().split('T')[0]
|
|
|
|
// Validate period duration (max 18 months per BFL 3 kap.)
|
|
const durationError = validatePeriodDuration(nextStartStr, nextEndStr)
|
|
if (durationError) {
|
|
throw new Error(durationError)
|
|
}
|
|
|
|
// Check for overlapping periods
|
|
const { data: overlapping } = await supabase
|
|
.from('fiscal_periods')
|
|
.select('id')
|
|
.eq('user_id', userId)
|
|
.lte('period_start', nextEndStr)
|
|
.gte('period_end', nextStartStr)
|
|
.limit(1)
|
|
|
|
if (overlapping && overlapping.length > 0) {
|
|
throw new Error('Next fiscal period already exists or overlaps with an existing period')
|
|
}
|
|
|
|
// Generate name: e.g. "FY 2025" or "FY 2025/2026"
|
|
const startYear = nextStart.getFullYear()
|
|
const endYear = nextEnd.getFullYear()
|
|
const name = startYear === endYear ? `FY ${startYear}` : `FY ${startYear}/${endYear}`
|
|
|
|
const { data: newPeriod, error: insertError } = await supabase
|
|
.from('fiscal_periods')
|
|
.insert({
|
|
user_id: userId,
|
|
name,
|
|
period_start: nextStartStr,
|
|
period_end: nextEndStr,
|
|
previous_period_id: currentPeriodId,
|
|
})
|
|
.select()
|
|
.single()
|
|
|
|
if (insertError || !newPeriod) {
|
|
throw new Error(`Failed to create next period: ${insertError?.message}`)
|
|
}
|
|
|
|
return newPeriod as FiscalPeriod
|
|
}
|
|
|
|
/**
|
|
* Get status summary for a fiscal period.
|
|
*/
|
|
export async function getPeriodStatus(
|
|
supabase: SupabaseClient,
|
|
userId: string,
|
|
fiscalPeriodId: string
|
|
): Promise<PeriodStatus> {
|
|
|
|
const { data: period, error: fetchError } = await supabase
|
|
.from('fiscal_periods')
|
|
.select('*')
|
|
.eq('id', fiscalPeriodId)
|
|
.eq('user_id', userId)
|
|
.single()
|
|
|
|
if (fetchError || !period) {
|
|
throw new Error('Fiscal period not found')
|
|
}
|
|
|
|
// Count draft entries in this period
|
|
const { count: draftCount } = await supabase
|
|
.from('journal_entries')
|
|
.select('id', { count: 'exact', head: true })
|
|
.eq('user_id', userId)
|
|
.eq('fiscal_period_id', fiscalPeriodId)
|
|
.eq('status', 'draft')
|
|
|
|
// Check if next period exists
|
|
const nextStart = new Date(period.period_end)
|
|
nextStart.setDate(nextStart.getDate() + 1)
|
|
|
|
const { data: nextPeriod } = await supabase
|
|
.from('fiscal_periods')
|
|
.select('id')
|
|
.eq('user_id', userId)
|
|
.eq('previous_period_id', fiscalPeriodId)
|
|
.maybeSingle()
|
|
|
|
return {
|
|
is_locked: !!period.locked_at,
|
|
is_closed: period.is_closed,
|
|
has_closing_entry: !!period.closing_entry_id,
|
|
has_opening_balances: period.opening_balances_set,
|
|
draft_count: draftCount ?? 0,
|
|
next_period_exists: !!nextPeriod,
|
|
}
|
|
}
|