Files
accounted/components/import/BankFileConfirmStep.tsx
T
Mattsson ade4ad5971 Fiscal period and multi bank (#228)
* feat: add fiscal period backward chaining and entry date validation

Support creating fiscal periods before the earliest existing period
(backward chaining) for backfill scenarios, alongside the existing
forward chaining. The engine now validates that entry dates fall within
the selected fiscal period, with a Swedish error message. The journal
entry form auto-selects the matching period and shows a warning with
a CreatePeriodDialog when no period covers the entry date.


* feat: support multi-bank-account for imports and reconciliation

Plumb a configurable settlement account through the entire bank import
pipeline — mapping engine, transaction entries, ingest, and
reconciliation — so secondary bank accounts (e.g. 1931, 1932) work
correctly instead of hardcoding 1930. Adds a get_unlinked_bank_lines
RPC that generalizes the existing get_unlinked_1930_lines with a
fallback for backwards compatibility. The bank file import UI now shows
a bank account selector when multiple 19xx accounts exist. Also adds
default_vat_code/sru_code to account creation and fixes uploadDocument
argument order in enable-banking sync.
2026-04-13 11:13:02 +02:00

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'use client'
import { useState, useEffect } from 'react'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import {
ArrowLeft,
Loader2,
Play,
FileText,
Link2,
Calendar,
Lock,
Landmark,
} from 'lucide-react'
import { formatCurrency } from '@/lib/utils'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { createClient } from '@/lib/supabase/client'
import type { BankFileParseResult } from '@/lib/import/bank-file/types'
interface BankAccount {
account_number: string
account_name: string
}
interface BankFileConfirmStepProps {
parseResult: BankFileParseResult
onExecute: (options: { skip_duplicates: boolean; auto_categorize: boolean; settlement_account?: string }) => void
onBack: () => void
isLoading: boolean
}
export default function BankFileConfirmStep({
parseResult,
onExecute,
onBack,
isLoading,
}: BankFileConfirmStepProps) {
const { canWrite } = useCanWrite()
const { transactions, stats, date_from, date_to } = parseResult
const refsCount = transactions.filter((t) => t.reference).length
const [bankAccounts, setBankAccounts] = useState<BankAccount[]>([])
const [selectedAccount, setSelectedAccount] = useState('1930')
useEffect(() => {
async function fetchBankAccounts() {
const supabase = createClient()
const { data } = await supabase
.from('chart_of_accounts')
.select('account_number, account_name')
.eq('is_active', true)
.gte('account_number', '1900')
.lte('account_number', '1999')
.order('account_number')
if (data && data.length > 0) {
setBankAccounts(data)
// Default to 1930 if available, otherwise first account
const has1930 = data.some(a => a.account_number === '1930')
if (!has1930) setSelectedAccount(data[0].account_number)
}
}
fetchBankAccounts()
}, [])
if (isLoading) {
return (
<div className="flex flex-col items-center justify-center py-24 space-y-6">
<div className="relative">
<Loader2 className="h-12 w-12 animate-spin text-primary" />
</div>
<div className="text-center space-y-2">
<p className="text-lg font-medium">Importerar transaktioner...</p>
<p className="text-sm text-muted-foreground">
{stats.parsed_rows} transaktioner bearbetas
</p>
</div>
<div className="w-48 h-1 bg-muted rounded-full overflow-hidden">
<div className="h-full bg-primary rounded-full animate-pulse" style={{ width: '60%' }} />
</div>
</div>
)
}
return (
<div className="space-y-6">
{/* Summary */}
<Card>
<CardHeader>
<CardTitle>Bekräfta import</CardTitle>
<CardDescription>
Granska sammanfattningen och importera transaktionerna.
</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{/* Stats grid */}
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
<div className="p-4 bg-muted/50 rounded-lg">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<FileText className="h-4 w-4" />
<span className="text-xs">Transaktioner</span>
</div>
<p className="text-xl font-display font-medium tabular-nums">{stats.parsed_rows}</p>
</div>
<div className="p-4 bg-muted/50 rounded-lg">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Calendar className="h-4 w-4" />
<span className="text-xs">Period</span>
</div>
<p className="text-sm font-medium">
{date_from} – {date_to}
</p>
</div>
<div className="p-4 bg-muted/50 rounded-lg">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<span className="text-xs">Inkomster</span>
</div>
<p className="text-xl font-display font-medium tabular-nums">
{formatCurrency(stats.total_income)}
</p>
</div>
<div className="p-4 bg-muted/50 rounded-lg">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<span className="text-xs">Utgifter</span>
</div>
<p className="text-xl font-display font-medium tabular-nums">
{formatCurrency(stats.total_expenses)}
</p>
</div>
</div>
{/* Bank account selector */}
{bankAccounts.length > 1 && (
<div className="space-y-2">
<Label className="flex items-center gap-2">
<Landmark className="h-4 w-4 text-muted-foreground" />
Bankkonto
</Label>
<Select value={selectedAccount} onValueChange={setSelectedAccount}>
<SelectTrigger className="w-full sm:w-72">
<SelectValue />
</SelectTrigger>
<SelectContent>
{bankAccounts.map((account) => (
<SelectItem key={account.account_number} value={account.account_number}>
<span className="font-mono">{account.account_number}</span>
{' '}
{account.account_name}
</SelectItem>
))}
</SelectContent>
</Select>
<p className="text-xs text-muted-foreground">
Välj vilket bankkonto transaktionerna ska bokföras mot.
</p>
</div>
)}
{/* Additional info */}
{refsCount > 0 && (
<div className="flex flex-wrap gap-2">
<Badge variant="outline" className="text-primary border-primary/30">
<Link2 className="mr-1 h-3 w-3" />
{refsCount} med OCR/referens
</Badge>
</div>
)}
</CardContent>
</Card>
{/* Actions */}
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onBack} disabled={isLoading}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button
className="min-h-11"
onClick={() => onExecute({
skip_duplicates: true,
auto_categorize: false,
settlement_account: selectedAccount !== '1930' ? selectedAccount : undefined,
})}
disabled={isLoading || !canWrite}
title={!canWrite ? 'Du har endast läsbehörighet i detta företag' : undefined}
>
{isLoading ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Importerar...
</>
) : !canWrite ? (
<>
<Lock className="mr-2 h-4 w-4" />
Importera {stats.parsed_rows} transaktioner
</>
) : (
<>
<Play className="mr-2 h-4 w-4" />
Importera {stats.parsed_rows} transaktioner
</>
)}
</Button>
</div>
</div>
)
}